MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,574,349 shares; 2024Q4: 3,577,296 shares; 2025Q1: 3,525,434 shares; 2025Q2: 3,737,341 shares; 2025Q3: 3,719,216 shares; 2025Q4: 3,671,203 shares; 2026Q1: 3,719,368 shares; 2026Q2: 18,830,638 shares 18,830,638 $1.66B 31.09% +15,111,270 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877,228 shares; 2024Q4: 891,217 shares; 2025Q1: 888,250 shares; 2025Q2: 901,004 shares; 2025Q3: 911,147 shares; 2025Q4: 921,669 shares; 2026Q1: 935,475 shares; 2026Q2: 947,047 shares 947,047 $373M 7.01% +11,572 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,134,150 shares; 2024Q4: 2,139,686 shares; 2025Q1: 2,115,641 shares; 2025Q2: 2,110,082 shares; 2025Q3: 2,118,203 shares; 2025Q4: 2,143,075 shares; 2026Q1: 2,184,734 shares; 2026Q2: 2,243,150 shares 2,243,150 $328M 6.17% +58,416 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,855,674 shares; 2024Q4: 5,755,912 shares; 2025Q1: 5,917,303 shares; 2025Q2: 5,922,555 shares; 2025Q3: 6,073,520 shares; 2025Q4: 9,244,248 shares; 2026Q1: 9,569,026 shares; 2026Q2: 9,917,423 shares 9,917,423 $314M 5.91% +348,397 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,747 shares; 2024Q4: 3,752 shares; 2025Q1: 3,956 shares; 2025Q2: 31,813 shares; 2025Q3: 34,067 shares; 2025Q4: 1,153,776 shares; 2026Q1: 1,197,963 shares; 2026Q2: 1,255,289 shares 1,255,289 $285M 5.35% +57,326 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,637,993 shares; 2024Q4: 5,744,426 shares; 2025Q1: 5,727,352 shares; 2025Q2: 3,406,349 shares; 2025Q3: 3,407,765 shares; 2025Q4: 3,377,267 shares; 2026Q1: 3,328,360 shares; 2026Q2: 3,334,702 shares 3,334,702 $265M 4.97% +6,342 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836,692 shares; 2024Q4: 3,067,715 shares; 2025Q1: 3,781,477 shares; 2025Q2: 4,356,556 shares; 2025Q3: 4,554,512 shares; 2025Q4: 4,720,361 shares; 2026Q1: 4,867,782 shares; 2026Q2: 4,001,465 shares 4,001,465 $221M 4.15% -866,317 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951,622 shares; 2024Q4: 966,560 shares; 2025Q1: 972,214 shares; 2025Q2: 976,963 shares; 2025Q3: 992,566 shares; 2025Q4: 1,005,128 shares; 2026Q1: 1,023,739 shares; 2026Q2: 1,043,989 shares 1,043,989 $172M 3.23% +20,250 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,989,025 shares; 2024Q4: 3,051,329 shares; 2025Q1: 3,093,241 shares; 2025Q2: 3,089,284 shares; 2025Q3: 3,161,974 shares; 2025Q4: 3,268,794 shares; 2026Q1: 3,321,533 shares; 2026Q2: 3,392,096 shares 3,392,096 $149M 2.8% +70,563 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593,076 shares; 2024Q4: 603,320 shares; 2025Q1: 608,076 shares; 2025Q2: 616,743 shares; 2025Q3: 626,428 shares; 2025Q4: 635,650 shares; 2026Q1: 644,789 shares; 2026Q2: 654,442 shares 654,442 $145M 2.72% +9,653 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908,701 shares; 2024Q4: 1,936,480 shares; 2025Q1: 1,907,814 shares; 2025Q2: 1,954,325 shares; 2025Q3: 1,927,919 shares; 2025Q4: 1,897,650 shares; 2026Q1: 1,855,580 shares; 2026Q2: 1,814,769 shares 1,814,769 $124M 2.33% -40,811 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 887,531 shares; 2024Q4: 1,020,557 shares; 2025Q1: 1,079,289 shares; 2025Q2: 1,262,636 shares; 2025Q3: 1,253,178 shares; 2025Q4: 1,271,310 shares; 2026Q1: 1,258,490 shares; 2026Q2: 1,361,748 shares 1,361,748 $112M 2.1% +103,258 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369,017 shares; 2024Q4: 403,598 shares; 2025Q1: 397,810 shares; 2025Q2: 431,516 shares; 2025Q3: 428,406 shares; 2025Q4: 422,578 shares; 2026Q1: 417,951 shares; 2026Q2: 407,487 shares 407,487 $98.8M 1.86% -10,464 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623,602 shares; 2024Q4: 629,653 shares; 2025Q1: 615,660 shares; 2025Q2: 661,070 shares; 2025Q3: 654,918 shares; 2025Q4: 650,323 shares; 2026Q1: 644,773 shares; 2026Q2: 1,276,931 shares 1,276,931 $71.7M 1.35% +632,158 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,035 shares; 2024Q4: 189,611 shares; 2025Q1: 192,103 shares; 2025Q2: 204,268 shares; 2025Q3: 206,839 shares; 2025Q4: 205,799 shares; 2026Q1: 204,230 shares; 2026Q2: 212,628 shares 212,628 $61.5M 1.16% +8,398 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,301,137 shares; 2025Q3: 1,351,785 shares; 2025Q4: 1,359,891 shares; 2026Q1: 1,367,099 shares; 2026Q2: 1,376,491 shares 1,376,491 $60.2M 1.13% +9,392 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 784,083 shares; 2025Q1: 404,630 shares; 2025Q2: 91,079 shares; 2025Q3: 30,149 shares; 2025Q4: 30,132 shares; 2026Q1: 29,625 shares; 2026Q2: 671,779 shares 671,779 $58.1M 1.09% +642,154 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 166,890 shares; 2025Q1: 145,209 shares; 2025Q2: 1,141,575 shares; 2025Q3: 1,141,413 shares; 2025Q4: 1,137,274 shares; 2026Q1: 1,127,168 shares; 2026Q2: 1,110,730 shares 1,110,730 $57.5M 1.08% -16,438 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,904 shares; 2024Q4: 160,639 shares; 2025Q1: 159,902 shares; 2025Q2: 163,926 shares; 2025Q3: 172,228 shares; 2025Q4: 174,789 shares; 2026Q1: 160,320 shares; 2026Q2: 166,790 shares 166,790 $33.4M 0.63% +6,470 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,475 shares; 2024Q4: 109,286 shares; 2025Q1: 110,086 shares; 2025Q2: 106,479 shares; 2025Q3: 105,932 shares; 2025Q4: 104,768 shares; 2026Q1: 104,402 shares; 2026Q2: 103,861 shares 103,861 $31.8M 0.6% -541 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,096 shares; 2024Q4: 74,535 shares; 2025Q1: 74,531 shares; 2025Q2: 75,751 shares; 2025Q3: 74,359 shares; 2025Q4: 74,365 shares; 2026Q1: 78,050 shares; 2026Q2: 77,900 shares 77,900 $28.9M 0.54% -150 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,579 shares; 2024Q4: 35,575 shares; 2025Q1: 61,890 shares; 2025Q2: 39,325 shares; 2025Q3: 38,693 shares; 2025Q4: 38,864 shares; 2026Q1: 38,552 shares; 2026Q2: 38,843 shares 38,843 $28.6M 0.54% +291 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,236 shares; 2024Q4: 64,567 shares; 2025Q1: 65,506 shares; 2025Q2: 68,667 shares; 2025Q3: 69,650 shares; 2025Q4: 71,685 shares; 2026Q1: 70,338 shares; 2026Q2: 71,044 shares 71,044 $26.5M 0.5% +706 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,027 shares; 2024Q4: 181,172 shares; 2025Q1: 195,533 shares; 2025Q2: 208,610 shares; 2025Q3: 207,067 shares; 2025Q4: 207,056 shares; 2026Q1: 212,240 shares; 2026Q2: 210,445 shares 210,445 $24.7M 0.46% -1,795 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221,855 shares; 2024Q4: 220,315 shares; 2025Q1: 207,842 shares; 2025Q2: 205,908 shares; 2025Q3: 200,483 shares; 2025Q4: 197,944 shares; 2026Q1: 194,191 shares; 2026Q2: 189,207 shares 189,207 $23.5M 0.44% -4,984 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,441 shares; 2024Q4: 73,037 shares; 2025Q1: 74,035 shares; 2025Q2: 76,424 shares; 2025Q3: 75,833 shares; 2025Q4: 77,378 shares; 2026Q1: 79,279 shares; 2026Q2: 79,463 shares 79,463 $18.9M 0.36% +184 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,214 shares; 2024Q4: 63,219 shares; 2025Q1: 84,966 shares; 2025Q2: 104,671 shares; 2025Q3: 103,061 shares; 2025Q4: 101,577 shares; 2026Q1: 102,203 shares; 2026Q2: 101,162 shares 101,162 $18.1M 0.34% -1,041 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,303 shares; 2024Q4: 86,685 shares; 2025Q1: 90,088 shares; 2025Q2: 99,571 shares; 2025Q3: 98,789 shares; 2025Q4: 98,594 shares; 2026Q1: 97,149 shares; 2026Q2: 96,183 shares 96,183 $14.2M 0.27% -966 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,654 shares; 2024Q4: 28,044 shares; 2025Q1: 32,455 shares; 2025Q2: 33,075 shares; 2025Q3: 33,697 shares; 2025Q4: 34,933 shares; 2026Q1: 34,545 shares; 2026Q2: 35,701 shares 35,701 $12.6M 0.24% +1,156 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,125 shares; 2024Q4: 36,211 shares; 2025Q1: 36,382 shares; 2025Q2: 36,201 shares; 2025Q3: 35,878 shares; 2025Q4: 36,988 shares; 2026Q1: 36,768 shares; 2026Q2: 36,033 shares 36,033 $12.4M 0.23% -735 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,334 shares; 2024Q4: 58,147 shares; 2025Q1: 63,205 shares; 2025Q2: 79,431 shares; 2025Q3: 79,363 shares; 2025Q4: 79,192 shares; 2026Q1: 78,565 shares; 2026Q2: 78,070 shares 78,070 $10.7M 0.2% -495 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,305 shares; 2024Q4: 23,573 shares; 2025Q1: 23,904 shares; 2025Q2: 24,055 shares; 2025Q3: 25,906 shares; 2025Q4: 29,663 shares; 2026Q1: 28,557 shares; 2026Q2: 28,437 shares 28,437 $10.2M 0.19% -120 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,115 shares; 2024Q4: 75,469 shares; 2025Q1: 74,926 shares; 2025Q2: 75,121 shares; 2025Q3: 75,118 shares; 2025Q4: 74,927 shares; 2026Q1: 74,914 shares; 2026Q2: 74,824 shares 74,824 $10.1M 0.19% -90 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,803 shares; 2024Q4: 11,426 shares; 2025Q1: 11,445 shares; 2025Q2: 12,527 shares; 2025Q3: 11,977 shares; 2025Q4: 14,192 shares; 2026Q1: 11,881 shares; 2026Q2: 12,221 shares 12,221 $9.13M 0.17% +340 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,267 shares; 2024Q4: 9,004 shares; 2025Q1: 9,210 shares; 2025Q2: 9,237 shares; 2025Q3: 9,345 shares; 2025Q4: 9,364 shares; 2026Q1: 9,645 shares; 2026Q2: 9,589 shares 9,589 $8.97M 0.17% -56 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,780 shares; 2024Q4: 34,557 shares; 2025Q1: 33,746 shares; 2025Q2: 33,637 shares; 2025Q3: 33,549 shares; 2025Q4: 33,626 shares; 2026Q1: 33,611 shares; 2026Q2: 33,482 shares 33,482 $8.5M 0.16% -129 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,336 shares; 2024Q4: 68,469 shares; 2025Q1: 62,308 shares; 2025Q2: 63,279 shares; 2025Q3: 62,381 shares; 2025Q4: 61,071 shares; 2026Q1: 60,119 shares; 2026Q2: 60,042 shares 60,042 $8.21M 0.15% -77 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 10 shares 10 $7.49M 0.14% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,947 shares; 2024Q4: 28,070 shares; 2025Q1: 27,956 shares; 2025Q2: 27,960 shares; 2025Q3: 27,936 shares; 2025Q4: 27,603 shares; 2026Q1: 27,888 shares; 2026Q2: 27,366 shares 27,366 $7.4M 0.14% -522 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,296 shares; 2024Q4: 21,006 shares; 2025Q1: 21,762 shares; 2025Q2: 21,975 shares; 2025Q3: 22,246 shares; 2025Q4: 20,500 shares; 2026Q1: 19,570 shares; 2026Q2: 19,805 shares 19,805 $6.48M 0.12% +235 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,570 shares; 2024Q4: 5,615 shares; 2025Q1: 5,549 shares; 2025Q2: 5,744 shares; 2025Q3: 5,902 shares; 2025Q4: 5,550 shares; 2026Q1: 5,408 shares; 2026Q2: 5,368 shares 5,368 $6.44M 0.12% -40 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,039 shares; 2024Q4: 3,059 shares; 2025Q1: 3,049 shares; 2025Q2: 8,608 shares; 2025Q3: 8,650 shares; 2025Q4: 89,470 shares; 2026Q1: 87,899 shares; 2026Q2: 88,455 shares 88,455 $6.32M 0.12% +556 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,632 shares; 2024Q4: 12,739 shares; 2025Q1: 12,403 shares; 2025Q2: 12,403 shares; 2025Q3: 12,404 shares; 2025Q4: 12,089 shares; 2026Q1: 13,428 shares; 2026Q2: 50,701 shares 50,701 $6.3M 0.12% +37,273 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,826 shares; 2024Q4: 38,142 shares; 2025Q1: 34,290 shares; 2025Q2: 55,202 shares; 2025Q3: 54,789 shares; 2025Q4: 65,148 shares; 2026Q1: 63,615 shares; 2026Q2: 63,575 shares 63,575 $6.13M 0.12% -40 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,596 shares; 2024Q4: 8,310 shares; 2025Q1: 8,241 shares; 2025Q2: 8,226 shares; 2025Q3: 8,205 shares; 2025Q4: 8,570 shares; 2026Q1: 9,066 shares; 2026Q2: 7,948 shares 7,948 $5.95M 0.11% -1,118 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,119 shares; 2024Q4: 7,785 shares; 2025Q1: 11,071 shares; 2025Q2: 7,863 shares; 2025Q3: 8,051 shares; 2025Q4: 15,714 shares; 2026Q1: 15,450 shares; 2026Q2: 15,629 shares 15,629 $5.78M 0.11% +179 Timeline MVV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,366 shares; 2024Q4: 62,366 shares; 2025Q1: 62,366 shares; 2025Q2: 62,498 shares; 2025Q3: 62,498 shares; 2025Q4: 62,498 shares; 2026Q1: 62,498 shares; 2026Q2: 62,498 shares 62,498 $5.75M 0.11% 0 Timeline URTY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,155 shares; 2024Q4: 49,605 shares; 2025Q1: 59,955 shares; 2025Q2: 80,109 shares; 2025Q3: 80,109 shares; 2025Q4: 80,109 shares; 2026Q1: 80,109 shares; 2026Q2: 65,297 shares 65,297 $5.7M 0.11% -14,812 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,767 shares; 2024Q4: 20,842 shares; 2025Q1: 20,590 shares; 2025Q2: 20,734 shares; 2025Q3: 20,946 shares; 2025Q4: 20,735 shares; 2026Q1: 20,675 shares; 2026Q2: 20,820 shares 20,820 $5.24M 0.1% +145 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,925 shares; 2024Q4: 34,349 shares; 2025Q1: 34,349 shares; 2025Q2: 45,931 shares; 2025Q3: 45,931 shares; 2025Q4: 78,862 shares; 2026Q1: 78,862 shares; 2026Q2: 62,287 shares 62,287 $5.05M 0.09% -16,575 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,424 shares; 2024Q4: 7,435 shares; 2025Q1: 7,558 shares; 2025Q2: 7,755 shares; 2025Q3: 7,909 shares; 2025Q4: 9,539 shares; 2026Q1: 9,548 shares; 2026Q2: 57,384 shares 57,384 $4.94M 0.09% +47,836 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,970 shares; 2024Q4: 116,407 shares; 2025Q1: 123,683 shares; 2025Q2: 128,673 shares; 2025Q3: 144,991 shares; 2025Q4: 144,203 shares; 2026Q1: 144,071 shares; 2026Q2: 145,138 shares 145,138 $4.91M 0.09% +1,067 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,207 shares; 2024Q4: 12,065 shares; 2025Q1: 12,050 shares; 2025Q2: 12,325 shares; 2025Q3: 12,000 shares; 2025Q4: 23,730 shares; 2026Q1: 24,452 shares; 2026Q2: 24,874 shares 24,874 $4.74M 0.09% +422 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,660 shares; 2025Q1: 7,823 shares; 2025Q2: 7,796 shares; 2025Q3: 10,594 shares; 2025Q4: 10,904 shares; 2026Q1: 10,632 shares; 2026Q2: 10,674 shares 10,674 $4.63M 0.09% +42 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,206 shares; 2024Q4: 38,206 shares; 2025Q1: 38,206 shares; 2025Q2: 38,206 shares; 2025Q3: 38,206 shares; 2025Q4: 38,206 shares; 2026Q1: 37,966 shares; 2026Q2: 37,966 shares 37,966 $4.61M 0.09% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,620 shares; 2024Q4: 9,784 shares; 2025Q1: 19,249 shares; 2025Q2: 15,201 shares; 2025Q3: 15,201 shares; 2025Q4: 15,482 shares; 2026Q1: 15,201 shares; 2026Q2: 15,201 shares 15,201 $4.61M 0.09% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 3,183 shares; 2025Q1: 4,704 shares; 2025Q2: 2,860 shares; 2025Q3: 5,931 shares; 2025Q4: 6,411 shares; 2026Q1: 6,889 shares; 2026Q2: 6,352 shares 6,352 $4.36M 0.08% -537 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,084 shares; 2024Q4: 14,296 shares; 2025Q1: 14,346 shares; 2025Q2: 14,350 shares; 2025Q3: 14,407 shares; 2025Q4: 14,461 shares; 2026Q1: 14,689 shares; 2026Q2: 14,720 shares 14,720 $4.14M 0.08% +31 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,346 shares; 2024Q4: 4,578 shares; 2025Q1: 4,517 shares; 2025Q2: 4,521 shares; 2025Q3: 6,096 shares; 2025Q4: 5,958 shares; 2026Q1: 5,713 shares; 2026Q2: 7,658 shares 7,658 $3.9M 0.07% +1,945 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,258 shares; 2024Q4: 6,384 shares; 2025Q1: 6,368 shares; 2025Q2: 6,703 shares; 2025Q3: 6,743 shares; 2025Q4: 7,128 shares; 2026Q1: 6,895 shares; 2026Q2: 6,871 shares 6,871 $3.87M 0.07% -24 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,395 shares; 2024Q4: 7,577 shares; 2025Q1: 7,345 shares; 2025Q2: 8,118 shares; 2025Q3: 7,989 shares; 2025Q4: 8,337 shares; 2026Q1: 29,052 shares; 2026Q2: 28,760 shares 28,760 $3.7M 0.07% -292 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,766 shares; 2024Q4: 7,766 shares; 2025Q1: 15,866 shares; 2025Q2: 15,866 shares; 2025Q3: 52,741 shares; 2025Q4: 52,741 shares; 2026Q1: 52,741 shares; 2026Q2: 52,741 shares 52,741 $3.43M 0.06% 0 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,801 shares; 2024Q4: 27,801 shares; 2025Q1: 27,801 shares; 2025Q2: 34,801 shares; 2025Q3: 34,801 shares; 2025Q4: 34,801 shares; 2026Q1: 39,801 shares; 2026Q2: 40,101 shares 40,101 $3.43M 0.06% +300 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,105 shares; 2024Q4: 35,799 shares; 2025Q1: 35,237 shares; 2025Q2: 34,867 shares; 2025Q3: 34,912 shares; 2025Q4: 34,984 shares; 2026Q1: 34,850 shares; 2026Q2: 34,821 shares 34,821 $3.16M 0.06% -29 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,173 shares; 2024Q4: 25,555 shares; 2025Q1: 25,549 shares; 2025Q2: 25,549 shares; 2025Q3: 25,549 shares; 2025Q4: 25,455 shares; 2026Q1: 25,098 shares; 2026Q2: 25,736 shares 25,736 $3.12M 0.06% +638 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,262 shares; 2024Q4: 18,333 shares; 2025Q1: 18,213 shares; 2025Q2: 19,226 shares; 2025Q3: 19,226 shares; 2025Q4: 19,200 shares; 2026Q1: 19,057 shares; 2026Q2: 19,047 shares 19,047 $3.04M 0.06% -10 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,699 shares; 2024Q4: 25,891 shares; 2025Q1: 24,499 shares; 2025Q2: 24,943 shares; 2025Q3: 25,353 shares; 2025Q4: 24,881 shares; 2026Q1: 24,819 shares; 2026Q2: 25,637 shares 25,637 $3.01M 0.06% +818 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,537 shares; 2024Q4: 4,518 shares; 2025Q1: 4,436 shares; 2025Q2: 4,834 shares; 2025Q3: 4,869 shares; 2025Q4: 4,912 shares; 2026Q1: 4,893 shares; 2026Q2: 5,131 shares 5,131 $2.98M 0.06% +238 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,760 shares; 2024Q4: 19,760 shares; 2025Q1: 19,760 shares; 2025Q2: 19,760 shares; 2025Q3: 19,784 shares; 2025Q4: 19,760 shares; 2026Q1: 19,835 shares; 2026Q2: 19,835 shares 19,835 $2.81M 0.05% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,341 shares; 2024Q4: 14,236 shares; 2025Q1: 14,248 shares; 2025Q2: 14,007 shares; 2025Q3: 17,622 shares; 2025Q4: 17,553 shares; 2026Q1: 16,747 shares; 2026Q2: 16,737 shares 16,737 $2.77M 0.05% -10 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,597 shares; 2024Q4: 43,730 shares; 2025Q1: 43,450 shares; 2025Q2: 43,399 shares; 2025Q3: 45,210 shares; 2025Q4: 46,339 shares; 2026Q1: 45,788 shares; 2026Q2: 45,853 shares 45,853 $2.74M 0.05% +65 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,896 shares; 2024Q4: 9,359 shares; 2025Q1: 9,044 shares; 2025Q2: 9,044 shares; 2025Q3: 9,048 shares; 2025Q4: 9,098 shares; 2026Q1: 9,048 shares; 2026Q2: 9,048 shares 9,048 $2.71M 0.05% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,752 shares; 2024Q4: 12,876 shares; 2025Q1: 11,832 shares; 2025Q2: 12,293 shares; 2025Q3: 11,524 shares; 2025Q4: 6,348 shares; 2026Q1: 6,393 shares; 2026Q2: 6,406 shares 6,406 $2.69M 0.05% +13 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,872 shares; 2024Q4: 4,962 shares; 2025Q1: 4,893 shares; 2025Q2: 4,942 shares; 2025Q3: 4,937 shares; 2025Q4: 7,234 shares; 2026Q1: 7,370 shares; 2026Q2: 7,217 shares 7,217 $2.66M 0.05% -153 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,500 shares; 2024Q4: 25,623 shares; 2025Q1: 25,699 shares; 2025Q2: 26,931 shares; 2025Q3: 26,712 shares; 2025Q4: 27,337 shares; 2026Q1: 22,627 shares; 2026Q2: 23,456 shares 23,456 $2.66M 0.05% +829 Timeline EET PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,520 shares; 2024Q4: 33,520 shares; 2025Q1: 33,520 shares; 2025Q2: 33,520 shares; 2025Q3: 33,520 shares; 2025Q4: 33,520 shares; 2026Q1: 33,520 shares; 2026Q2: 22,270 shares 22,270 $2.62M 0.05% -11,250 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,592 shares; 2024Q4: 37,468 shares; 2025Q1: 37,468 shares; 2025Q2: 38,268 shares; 2025Q3: 38,268 shares; 2025Q4: 38,234 shares; 2026Q1: 37,860 shares; 2026Q2: 37,831 shares 37,831 $2.56M 0.05% -29 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,868 shares; 2024Q4: 5,868 shares; 2025Q1: 5,883 shares; 2025Q2: 6,184 shares; 2025Q3: 6,171 shares; 2025Q4: 5,905 shares; 2026Q1: 5,886 shares; 2026Q2: 5,906 shares 5,906 $2.52M 0.05% +20 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,205 shares; 2024Q4: 3,473 shares; 2025Q1: 3,413 shares; 2025Q2: 3,949 shares; 2025Q3: 3,909 shares; 2025Q4: 3,909 shares; 2026Q1: 3,909 shares; 2026Q2: 3,909 shares 3,909 $2.5M 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,077 shares; 2024Q4: 6,979 shares; 2025Q1: 6,962 shares; 2025Q2: 7,560 shares; 2025Q3: 7,564 shares; 2025Q4: 7,523 shares; 2026Q1: 7,157 shares; 2026Q2: 6,983 shares 6,983 $2.47M 0.05% -174 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,238 shares; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 1,953 shares; 2025Q4: 2,244 shares; 2026Q1: 2,053 shares; 2026Q2: 2,135 shares 2,135 $2.46M 0.05% +82 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,025 shares; 2024Q4: 18,347 shares; 2025Q1: 18,452 shares; 2025Q2: 18,660 shares; 2025Q3: 18,497 shares; 2025Q4: 17,020 shares; 2026Q1: 16,739 shares; 2026Q2: 16,615 shares 16,615 $2.44M 0.05% -124 Timeline UPV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,060 shares; 2024Q4: 24,060 shares; 2025Q1: 24,060 shares; 2025Q2: 24,060 shares; 2025Q3: 24,060 shares; 2025Q4: 24,060 shares; 2026Q1: 24,060 shares; 2026Q2: 24,060 shares 24,060 $2.38M 0.04% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,230 shares; 2024Q4: 7,262 shares; 2025Q1: 7,093 shares; 2025Q2: 10,593 shares; 2025Q3: 10,541 shares; 2025Q4: 11,575 shares; 2026Q1: 10,876 shares; 2026Q2: 12,527 shares 12,527 $2.38M 0.04% +1,651 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,054 shares; 2024Q4: 9,365 shares; 2025Q1: 9,940 shares; 2025Q2: 9,170 shares; 2025Q3: 10,418 shares; 2025Q4: 9,822 shares; 2026Q1: 10,602 shares; 2026Q2: 9,976 shares 9,976 $2.36M 0.04% -626 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 2,113 shares; 2025Q1: 2,098 shares; 2025Q2: 2,103 shares; 2025Q3: 2,125 shares; 2025Q4: 2,219 shares; 2026Q1: 2,137 shares; 2026Q2: 2,211 shares 2,211 $2.35M 0.04% +74 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,166 shares; 2025Q2: 28,257 shares; 2025Q3: 29,249 shares; 2025Q4: 28,804 shares; 2026Q1: 29,373 shares; 2026Q2: 28,932 shares 28,932 $2.34M 0.04% -441 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,564 shares; 2024Q4: 15,571 shares; 2025Q1: 15,711 shares; 2025Q2: 15,656 shares; 2025Q3: 15,765 shares; 2025Q4: 15,850 shares; 2026Q1: 15,498 shares; 2026Q2: 15,825 shares 15,825 $2.32M 0.04% +327 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,891 shares; 2024Q4: 21,118 shares; 2025Q1: 19,674 shares; 2025Q2: 14,129 shares; 2025Q3: 14,814 shares; 2025Q4: 14,814 shares; 2026Q1: 14,814 shares; 2026Q2: 14,814 shares 14,814 $2.29M 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,831 shares; 2024Q4: 50,831 shares; 2025Q1: 51,047 shares; 2025Q2: 50,831 shares; 2025Q3: 50,831 shares; 2025Q4: 50,831 shares; 2026Q1: 50,831 shares; 2026Q2: 51,457 shares 51,457 $2.28M 0.04% +626 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,510 shares; 2024Q4: 6,500 shares; 2025Q1: 6,339 shares; 2025Q2: 6,287 shares; 2025Q3: 6,182 shares; 2025Q4: 6,219 shares; 2026Q1: 6,005 shares; 2026Q2: 6,453 shares 6,453 $2.28M 0.04% +448 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,027 shares; 2024Q4: 6,596 shares; 2025Q1: 6,142 shares; 2025Q2: 8,769 shares; 2025Q3: 8,745 shares; 2025Q4: 8,748 shares; 2026Q1: 5,930 shares; 2026Q2: 5,398 shares 5,398 $2.24M 0.04% -532 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,754 shares; 2024Q4: 5,720 shares; 2025Q1: 5,600 shares; 2025Q2: 5,793 shares; 2025Q3: 5,845 shares; 2025Q4: 6,576 shares; 2026Q1: 6,531 shares; 2026Q2: 6,532 shares 6,532 $2.23M 0.04% +1 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,620 shares; 2024Q4: 5,757 shares; 2025Q1: 5,780 shares; 2025Q2: 5,905 shares; 2025Q3: 5,508 shares; 2025Q4: 6,087 shares; 2026Q1: 6,357 shares; 2026Q2: 5,886 shares 5,886 $2.22M 0.04% -471 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,773 shares; 2024Q4: 2,809 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,777 shares; 2025Q4: 6,643 shares; 2026Q1: 6,459 shares; 2026Q2: 6,442 shares 6,442 $2.22M 0.04% -17 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,733 shares; 2024Q4: 24,537 shares; 2025Q1: 24,537 shares; 2025Q2: 24,609 shares; 2025Q3: 24,846 shares; 2025Q4: 24,847 shares; 2026Q1: 24,537 shares; 2026Q2: 24,537 shares 24,537 $2.17M 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,382 shares; 2024Q4: 12,287 shares; 2025Q1: 12,485 shares; 2025Q2: 14,575 shares; 2025Q3: 19,229 shares; 2025Q4: 19,491 shares; 2026Q1: 18,703 shares; 2026Q2: 18,489 shares 18,489 $2.16M 0.04% -214 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,774 shares; 2024Q4: 7,801 shares; 2025Q1: 8,157 shares; 2025Q2: 7,759 shares; 2025Q3: 7,937 shares; 2025Q4: 7,934 shares; 2026Q1: 7,942 shares; 2026Q2: 7,918 shares 7,918 $2.15M 0.04% -24 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,085 shares; 2024Q4: 3,292 shares; 2025Q1: 3,337 shares; 2025Q2: 3,376 shares; 2025Q3: 3,237 shares; 2025Q4: 6,528 shares; 2026Q1: 6,640 shares; 2026Q2: 26,485 shares 26,485 $2.13M 0.04% +19,845 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,390 shares; 2024Q4: 8,358 shares; 2025Q1: 6,680 shares; 2025Q2: 7,458 shares; 2025Q3: 10,538 shares; 2025Q4: 10,569 shares; 2026Q1: 10,538 shares; 2026Q2: 10,570 shares 10,570 $2.12M 0.04% +32 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,369 shares; 2024Q4: 11,369 shares; 2025Q1: 11,469 shares; 2025Q2: 10,311 shares; 2025Q3: 10,311 shares; 2025Q4: 20,522 shares; 2026Q1: 20,522 shares; 2026Q2: 20,522 shares 20,522 $1.99M 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,250 shares; 2024Q4: 26,608 shares; 2025Q1: 26,489 shares; 2025Q2: 27,039 shares; 2025Q3: 28,528 shares; 2025Q4: 27,841 shares; 2026Q1: 29,863 shares; 2026Q2: 29,047 shares 29,047 $1.98M 0.04% -816 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,449 shares; 2024Q4: 12,449 shares; 2025Q1: 12,449 shares; 2025Q2: 15,018 shares; 2025Q3: 15,018 shares; 2025Q4: 30,188 shares; 2026Q1: 30,036 shares; 2026Q2: 30,036 shares 30,036 $1.97M 0.04% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 2,141 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,203 shares; 2025Q4: 2,028 shares; 2026Q1: 2,028 shares; 2026Q2: 16,224 shares 16,224 $1.94M 0.04% +14,196 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,418 shares; 2024Q4: 4,495 shares; 2025Q1: 4,459 shares; 2025Q2: 6,564 shares; 2025Q3: 6,643 shares; 2025Q4: 6,534 shares; 2026Q1: 6,506 shares; 2026Q2: 6,481 shares 6,481 $1.93M 0.04% -25 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,730 shares; 2024Q4: 4,606 shares; 2025Q1: 4,619 shares; 2025Q2: 5,022 shares; 2025Q3: 5,122 shares; 2025Q4: 5,035 shares; 2026Q1: 5,019 shares; 2026Q2: 5,030 shares 5,030 $1.88M 0.04% +11 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,258 shares; 2024Q4: 24,094 shares; 2025Q1: 24,094 shares; 2025Q2: 24,094 shares; 2025Q3: 24,094 shares; 2025Q4: 24,094 shares; 2026Q1: 24,094 shares; 2026Q2: 24,094 shares 24,094 $1.83M 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,270 shares; 2024Q4: 2,270 shares; 2025Q1: 2,270 shares; 2025Q2: 3,441 shares; 2025Q3: 3,488 shares; 2025Q4: 3,509 shares; 2026Q1: 3,477 shares; 2026Q2: 3,596 shares 3,596 $1.83M 0.03% +119 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,740 shares; 2024Q4: 15,409 shares; 2025Q1: 13,737 shares; 2025Q2: 14,257 shares; 2025Q3: 12,886 shares; 2025Q4: 12,066 shares; 2026Q1: 12,009 shares; 2026Q2: 12,761 shares 12,761 $1.78M 0.03% +752 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,174 shares; 2024Q4: 5,168 shares; 2025Q1: 5,158 shares; 2025Q2: 5,173 shares; 2025Q3: 5,173 shares; 2025Q4: 5,173 shares; 2026Q1: 5,150 shares; 2026Q2: 5,138 shares 5,138 $1.77M 0.03% -12 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,560 shares; 2024Q4: 19,477 shares; 2025Q1: 19,472 shares; 2025Q2: 20,142 shares; 2025Q3: 20,139 shares; 2025Q4: 20,142 shares; 2026Q1: 19,739 shares; 2026Q2: 19,473 shares 19,473 $1.69M 0.03% -266 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,980 shares; 2024Q4: 34,234 shares; 2025Q1: 34,642 shares; 2025Q2: 34,382 shares; 2025Q3: 36,812 shares; 2025Q4: 40,679 shares; 2026Q1: 25,897 shares; 2026Q2: 39,806 shares 39,806 $1.69M 0.03% +13,909 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,422 shares; 2024Q4: 15,561 shares; 2025Q1: 15,879 shares; 2025Q2: 16,250 shares; 2025Q3: 16,251 shares; 2025Q4: 16,251 shares; 2026Q1: 16,252 shares; 2026Q2: 16,252 shares 16,252 $1.67M 0.03% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,477 shares; 2024Q4: 47,593 shares; 2025Q1: 47,607 shares; 2025Q2: 40,834 shares; 2025Q3: 46,414 shares; 2025Q4: 46,434 shares; 2026Q1: 46,452 shares; 2026Q2: 46,468 shares 46,468 $1.62M 0.03% +16 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,992 shares; 2024Q4: 27,644 shares; 2025Q1: 27,790 shares; 2025Q2: 28,291 shares; 2025Q3: 28,430 shares; 2025Q4: 28,582 shares; 2026Q1: 27,765 shares; 2026Q2: 28,070 shares 28,070 $1.6M 0.03% +305 Timeline NPV NUVEEN VA QUALITY MUN INCOM More: the full row for NUVEEN VA QUALITY MUN INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 134,190 shares 134,190 $1.55M 0.03% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,571 shares; 2024Q4: 8,754 shares; 2025Q1: 8,523 shares; 2025Q2: 8,260 shares; 2025Q3: 8,260 shares; 2025Q4: 8,250 shares; 2026Q1: 8,277 shares; 2026Q2: 8,467 shares 8,467 $1.53M 0.03% +190 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,226 shares; 2024Q4: 5,226 shares; 2025Q1: 5,226 shares; 2025Q2: 5,226 shares; 2025Q3: 5,297 shares; 2025Q4: 5,501 shares; 2026Q1: 5,553 shares; 2026Q2: 5,582 shares 5,582 $1.53M 0.03% +29 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,495 shares; 2024Q4: 1,500 shares; 2025Q1: 1,484 shares; 2025Q2: 1,475 shares; 2025Q3: 1,488 shares; 2025Q4: 1,528 shares; 2026Q1: 1,488 shares; 2026Q2: 1,490 shares 1,490 $1.51M 0.03% +2 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,082 shares; 2025Q2: 9,182 shares; 2025Q3: 31,909 shares; 2025Q4: 7,547 shares; 2026Q1: 45,227 shares; 2026Q2: 43,741 shares 43,741 $1.46M 0.03% -1,486 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,899 shares; 2024Q4: 14,940 shares; 2025Q1: 16,008 shares; 2025Q2: 15,711 shares; 2025Q3: 15,121 shares; 2025Q4: 16,374 shares; 2026Q1: 14,943 shares; 2026Q2: 16,440 shares 16,440 $1.44M 0.03% +1,497 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,143 shares; 2024Q4: 10,143 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,143 shares; 2025Q4: 10,143 shares; 2026Q1: 10,423 shares; 2026Q2: 10,473 shares 10,473 $1.44M 0.03% +50 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,700 shares; 2025Q3: 5,992 shares; 2025Q4: 5,992 shares; 2026Q1: 5,620 shares; 2026Q2: 5,620 shares 5,620 $1.42M 0.03% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 29,400 shares; 2026Q1: 29,400 shares; 2026Q2: 28,400 shares 28,400 $1.42M 0.03% -1,000 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,914 shares; 2024Q4: 2,117 shares; 2025Q1: 2,726 shares; 2025Q2: 2,171 shares; 2025Q3: 2,121 shares; 2025Q4: 4,483 shares; 2026Q1: 4,527 shares; 2026Q2: 4,527 shares 4,527 $1.37M 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 901 shares; 2026Q1: 1,889 shares; 2026Q2: 1,880 shares 1,880 $1.36M 0.03% -9 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 2,286 shares; 2025Q1: 3,763 shares; 2025Q2: 3,686 shares; 2025Q3: 3,681 shares; 2025Q4: 2,922 shares; 2026Q1: 2,712 shares; 2026Q2: 2,697 shares 2,697 $1.35M 0.03% -15 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 5,306 shares; 2025Q1: 5,200 shares; 2025Q2: 5,317 shares; 2025Q3: 7,520 shares; 2025Q4: 7,409 shares; 2026Q1: 7,345 shares; 2026Q2: 7,303 shares 7,303 $1.35M 0.03% -42 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,239 shares; 2024Q4: 4,239 shares; 2025Q1: 4,239 shares; 2025Q2: 4,285 shares; 2025Q3: 4,085 shares; 2025Q4: 4,085 shares; 2026Q1: 4,067 shares; 2026Q2: 4,039 shares 4,039 $1.33M 0.03% -28 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092 shares; 2024Q4: 1,061 shares; 2025Q1: 1,064 shares; 2025Q2: 1,166 shares; 2025Q3: 1,191 shares; 2025Q4: 1,169 shares; 2026Q1: 1,105 shares; 2026Q2: 1,134 shares 1,134 $1.33M 0.03% +29 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,314 shares; 2024Q4: 15,206 shares; 2025Q1: 19,380 shares; 2025Q2: 17,129 shares; 2025Q3: 17,290 shares; 2025Q4: 18,232 shares; 2026Q1: 17,148 shares; 2026Q2: 17,152 shares 17,152 $1.32M 0.02% +4 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,956 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,879 shares; 2026Q1: 1,879 shares; 2026Q2: 1,879 shares 1,879 $1.32M 0.02% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,832 shares; 2024Q4: 3,936 shares; 2025Q1: 3,720 shares; 2025Q2: 3,469 shares; 2025Q3: 3,589 shares; 2025Q4: 3,592 shares; 2026Q1: 3,554 shares; 2026Q2: 3,642 shares 3,642 $1.32M 0.02% +88 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 6,300 shares; 2025Q2: 6,512 shares; 2025Q3: 6,587 shares; 2025Q4: 6,703 shares; 2026Q1: 8,160 shares; 2026Q2: 14,046 shares 14,046 $1.3M 0.02% +5,886 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,167 shares; 2024Q4: 8,943 shares; 2025Q1: 9,969 shares; 2025Q2: 8,530 shares; 2025Q3: 8,612 shares; 2025Q4: 9,020 shares; 2026Q1: 9,235 shares; 2026Q2: 8,559 shares 8,559 $1.27M 0.02% -676 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,329 shares; 2024Q4: 11,329 shares; 2025Q1: 11,329 shares; 2025Q2: 11,329 shares; 2025Q3: 11,329 shares; 2025Q4: 11,329 shares; 2026Q1: 12,604 shares; 2026Q2: 11,329 shares 11,329 $1.25M 0.02% -1,275 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,546 shares; 2025Q1: 18,744 shares; 2025Q2: 22,046 shares; 2025Q3: 42,046 shares; 2025Q4: 42,046 shares; 2026Q1: 42,046 shares; 2026Q2: 42,046 shares 42,046 $1.24M 0.02% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 2,500 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,200 shares 3,200 $1.23M 0.02% -700 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,387 shares; 2024Q4: 57,077 shares; 2025Q1: 40,332 shares; 2025Q2: 40,809 shares; 2025Q3: 40,974 shares; 2025Q4: 43,160 shares; 2026Q1: 40,974 shares; 2026Q2: 41,402 shares 41,402 $1.22M 0.02% +428 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,132 shares; 2024Q4: 8,050 shares; 2025Q1: 7,984 shares; 2025Q2: 8,542 shares; 2025Q3: 8,603 shares; 2025Q4: 8,563 shares; 2026Q1: 8,506 shares; 2026Q2: 9,450 shares 9,450 $1.2M 0.02% +944 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,534 shares; 2024Q4: 11,949 shares; 2025Q1: 11,949 shares; 2025Q2: 12,418 shares; 2025Q3: 12,534 shares; 2025Q4: 12,418 shares; 2026Q1: 12,353 shares; 2026Q2: 12,313 shares 12,313 $1.18M 0.02% -40 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,628 shares; 2024Q4: 4,805 shares; 2025Q1: 4,975 shares; 2025Q2: 4,861 shares; 2025Q3: 4,856 shares; 2025Q4: 7,588 shares; 2026Q1: 7,590 shares; 2026Q2: 7,560 shares 7,560 $1.15M 0.02% -30 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,582 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,200 shares 20,200 $1.14M 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,660 shares; 2025Q2: 1,678 shares; 2025Q3: 1,703 shares; 2025Q4: 1,727 shares; 2026Q1: 1,716 shares; 2026Q2: 1,719 shares 1,719 $1.09M 0.02% +3 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 3,286 shares; 2025Q1: 3,407 shares; 2025Q2: 3,150 shares; 2025Q3: 3,161 shares; 2025Q4: 3,361 shares; 2026Q1: 4,740 shares; 2026Q2: 4,976 shares 4,976 $1.08M 0.02% +236 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,365 shares; 2026Q2: 11,865 shares 11,865 $1.07M 0.02% +6,500 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,829 shares; 2024Q4: 15,583 shares; 2025Q1: 15,860 shares; 2025Q2: 14,624 shares; 2025Q3: 14,624 shares; 2025Q4: 17,437 shares; 2026Q1: 17,447 shares; 2026Q2: 17,576 shares 17,576 $1.07M 0.02% +129 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,647 shares; 2024Q4: 12,279 shares; 2025Q1: 11,132 shares; 2025Q2: 11,247 shares; 2025Q3: 11,565 shares; 2025Q4: 11,184 shares; 2026Q1: 11,009 shares; 2026Q2: 12,999 shares 12,999 $1.06M 0.02% +1,990 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,817 shares; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 5,699 shares; 2026Q1: 11,564 shares; 2026Q2: 12,219 shares 12,219 $1.04M 0.02% +655 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,156 shares; 2024Q4: 11,156 shares; 2025Q1: 5,506 shares; 2025Q2: 5,506 shares; 2025Q3: 5,506 shares; 2025Q4: 5,536 shares; 2026Q1: 5,383 shares; 2026Q2: 5,383 shares 5,383 $1.02M 0.02% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,168 shares; 2024Q4: 23,168 shares; 2025Q1: 23,168 shares; 2025Q2: 23,168 shares; 2025Q3: 23,168 shares; 2025Q4: 23,168 shares; 2026Q1: 23,168 shares; 2026Q2: 23,168 shares 23,168 $1.01M 0.02% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,667 shares; 2024Q4: 6,667 shares; 2025Q1: 6,667 shares; 2025Q2: 6,667 shares; 2025Q3: 6,667 shares; 2025Q4: 7,342 shares; 2026Q1: 6,966 shares; 2026Q2: 6,186 shares 6,186 $1.01M 0.02% -780 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,094 shares; 2024Q4: 979 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,166 shares; 2025Q4: 1,330 shares; 2026Q1: 1,357 shares; 2026Q2: 1,324 shares 1,324 $1.01M 0.02% -33 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,955 shares; 2024Q4: 3,657 shares; 2025Q1: 3,632 shares; 2025Q2: 3,833 shares; 2025Q3: 3,632 shares; 2025Q4: 3,632 shares; 2026Q1: 3,688 shares; 2026Q2: 3,262 shares 3,262 $980K 0.02% -426 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,869 shares; 2024Q4: 12,489 shares; 2025Q1: 11,548 shares; 2025Q2: 11,391 shares; 2025Q3: 12,119 shares; 2025Q4: 12,219 shares; 2026Q1: 12,129 shares; 2026Q2: 13,588 shares 13,588 $978K 0.02% +1,459 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,477 shares; 2024Q4: 2,552 shares; 2025Q1: 4,131 shares; 2025Q2: 2,477 shares; 2025Q3: 2,708 shares; 2025Q4: 2,708 shares; 2026Q1: 2,708 shares; 2026Q2: 2,658 shares 2,658 $972K 0.02% -50 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 108,000 shares; 2025Q1: 112,500 shares; 2025Q2: 112,500 shares; 2025Q3: 128,000 shares; 2025Q4: 132,000 shares; 2026Q1: 79,000 shares; 2026Q2: 62,500 shares 62,500 $966K 0.02% -16,500 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,160 shares; 2024Q4: 13,028 shares; 2025Q1: 13,028 shares; 2025Q2: 12,680 shares; 2025Q3: 12,680 shares; 2025Q4: 12,695 shares; 2026Q1: 12,753 shares; 2026Q2: 12,760 shares 12,760 $948K 0.02% +7 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,834 shares; 2024Q4: 12,210 shares; 2025Q1: 10,256 shares; 2025Q2: 10,467 shares; 2025Q3: 10,626 shares; 2025Q4: 8,477 shares; 2026Q1: 8,477 shares; 2026Q2: 8,477 shares 8,477 $937K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,648 shares; 2025Q3: 1,642 shares; 2025Q4: 1,653 shares; 2026Q1: 1,642 shares; 2026Q2: 1,784 shares 1,784 $932K 0.02% +142 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $914K 0.02% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,694 shares; 2024Q4: 5,581 shares; 2025Q1: 6,278 shares; 2025Q2: 6,228 shares; 2025Q3: 5,721 shares; 2025Q4: 5,721 shares; 2026Q1: 5,740 shares; 2026Q2: 5,708 shares 5,708 $906K 0.02% -32 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,606 shares; 2024Q4: 3,613 shares; 2025Q1: 3,582 shares; 2025Q2: 3,671 shares; 2025Q3: 3,679 shares; 2025Q4: 3,758 shares; 2026Q1: 3,738 shares; 2026Q2: 3,645 shares 3,645 $897K 0.02% -93 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,086 shares; 2025Q1: 1,075 shares; 2025Q2: 1,176 shares; 2025Q3: 1,170 shares; 2025Q4: 1,875 shares; 2026Q1: 1,739 shares; 2026Q2: 1,732 shares 1,732 $890K 0.02% -7 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,692 shares; 2024Q4: 2,928 shares; 2025Q1: 2,828 shares; 2025Q2: 2,860 shares; 2025Q3: 2,802 shares; 2025Q4: 2,802 shares; 2026Q1: 2,803 shares; 2026Q2: 2,791 shares 2,791 $886K 0.02% -12 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,491 shares; 2024Q4: 17,080 shares; 2025Q1: 17,052 shares; 2025Q2: 17,529 shares; 2025Q3: 16,915 shares; 2025Q4: 16,915 shares; 2026Q1: 16,605 shares; 2026Q2: 16,515 shares 16,515 $885K 0.02% -90 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,557 shares; 2026Q1: 6,557 shares; 2026Q2: 14,433 shares 14,433 $884K 0.02% +7,876 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 2,728 shares; 2025Q3: 2,741 shares; 2025Q4: 2,795 shares; 2026Q1: 2,728 shares; 2026Q2: 2,729 shares 2,729 $859K 0.02% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,242 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,008 shares; 2026Q2: 30,866 shares 30,866 $855K 0.02% +858 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,016 shares; 2025Q1: 5,016 shares; 2025Q2: 5,056 shares; 2025Q3: 5,047 shares; 2025Q4: 5,016 shares; 2026Q1: 5,016 shares; 2026Q2: 5,022 shares 5,022 $853K 0.02% +6 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,448 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares; 2025Q4: 5,448 shares; 2026Q1: 5,448 shares; 2026Q2: 5,448 shares 5,448 $852K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,554 shares; 2024Q4: 4,661 shares; 2025Q1: 4,717 shares; 2025Q2: 4,732 shares; 2025Q3: 4,685 shares; 2025Q4: 4,783 shares; 2026Q1: 4,316 shares; 2026Q2: 4,440 shares 4,440 $846K 0.02% +124 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,555 shares; 2024Q4: 5,361 shares; 2025Q1: 5,436 shares; 2025Q2: 5,829 shares; 2025Q3: 5,835 shares; 2025Q4: 6,168 shares; 2026Q1: 6,055 shares; 2026Q2: 5,892 shares 5,892 $825K 0.02% -163 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 8,313 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $817K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,481 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 2,111 shares; 2025Q4: 1,639 shares; 2026Q1: 1,639 shares; 2026Q2: 9,831 shares 9,831 $812K 0.02% +8,192 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,322 shares; 2024Q4: 7,300 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,265 shares; 2026Q1: 5,270 shares; 2026Q2: 5,270 shares 5,270 $810K 0.02% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: 3,889 shares; 2025Q1: 3,845 shares; 2025Q2: 3,951 shares; 2025Q3: 3,836 shares; 2025Q4: 6,662 shares; 2026Q1: 6,662 shares; 2026Q2: 6,662 shares 6,662 $781K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,807 shares; 2024Q4: 4,992 shares; 2025Q1: 4,816 shares; 2025Q2: 4,813 shares; 2025Q3: 4,819 shares; 2025Q4: 4,849 shares; 2026Q1: 4,819 shares; 2026Q2: 4,821 shares 4,821 $781K 0.01% +2 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 57 shares; 2025Q3: 51 shares; 2025Q4: 188 shares; 2026Q1: 174 shares; 2026Q2: 4,330 shares 4,330 $772K 0.01% +4,156 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,057 shares; 2024Q4: 4,057 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,157 shares; 2025Q4: 11,314 shares; 2026Q1: 11,314 shares; 2026Q2: 11,314 shares 11,314 $762K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,866 shares; 2024Q4: 7,866 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,866 shares; 2025Q4: 7,866 shares; 2026Q1: 9,010 shares; 2026Q2: 7,882 shares 7,882 $760K 0.01% -1,128 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,449 shares; 2024Q4: 137,449 shares; 2025Q1: 137,449 shares; 2025Q2: 137,449 shares; 2025Q3: 21,127 shares; 2025Q4: 83,922 shares; 2026Q1: 126,223 shares; 2026Q2: 157,650 shares 157,650 $725K 0.01% +31,427 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,068 shares; 2025Q3: 2,068 shares; 2025Q4: 2,068 shares; 2026Q1: 3,575 shares; 2026Q2: 6,068 shares 6,068 $718K 0.01% +2,493 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,134 shares; 2024Q4: 4,214 shares; 2025Q1: 4,577 shares; 2025Q2: 4,214 shares; 2025Q3: 4,219 shares; 2025Q4: 3,003 shares; 2026Q1: 3,172 shares; 2026Q2: 3,282 shares 3,282 $715K 0.01% +110 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,510 shares; 2024Q4: 28,043 shares; 2025Q1: 27,882 shares; 2025Q2: 28,891 shares; 2025Q3: 29,181 shares; 2025Q4: 29,043 shares; 2026Q1: 28,885 shares; 2026Q2: 29,619 shares 29,619 $713K 0.01% +734 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,597 shares; 2024Q4: 5,597 shares; 2025Q1: 4,637 shares; 2025Q2: 4,637 shares; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares; 2026Q1: 4,637 shares; 2026Q2: 4,637 shares 4,637 $706K 0.01% 0 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $705K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,475 shares; 2025Q1: 13,475 shares; 2025Q2: 13,475 shares; 2025Q3: 13,475 shares; 2025Q4: 13,475 shares; 2026Q1: 13,475 shares; 2026Q2: 13,475 shares 13,475 $705K 0.01% 0 Timeline OXM OXFORD INDS INC More: the full row for OXFORD INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,573 shares; 2024Q4: 12,573 shares; 2025Q1: 20,095 shares; 2025Q2: 20,095 shares; 2025Q3: 20,095 shares; 2025Q4: 20,095 shares; 2026Q1: 20,095 shares; 2026Q2: 20,095 shares 20,095 $701K 0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,106 shares; 2024Q4: 17,106 shares; 2025Q1: 17,106 shares; 2025Q2: 17,106 shares; 2025Q3: 17,106 shares; 2025Q4: 17,281 shares; 2026Q1: 17,106 shares; 2026Q2: 17,106 shares 17,106 $699K 0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,558 shares; 2024Q4: 33,558 shares; 2025Q1: 33,558 shares; 2025Q2: 33,558 shares; 2025Q3: 33,558 shares; 2025Q4: 33,727 shares; 2026Q1: 33,727 shares; 2026Q2: 28,438 shares 28,438 $696K 0.01% -5,289 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,508 shares; 2024Q4: 3,508 shares; 2025Q1: 3,600 shares; 2025Q2: 3,508 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares; 2026Q2: 3,514 shares 3,514 $694K 0.01% 0 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $693K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,856 shares; 2024Q4: 3,883 shares; 2025Q1: 3,912 shares; 2025Q2: 3,940 shares; 2025Q3: 3,968 shares; 2025Q4: 3,887 shares; 2026Q1: 3,812 shares; 2026Q2: 3,842 shares 3,842 $674K 0.01% +30 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,659 shares; 2024Q4: 35,911 shares; 2025Q1: 34,222 shares; 2025Q2: 33,835 shares; 2025Q3: 35,615 shares; 2025Q4: 32,589 shares; 2026Q1: 32,620 shares; 2026Q2: 32,367 shares 32,367 $670K 0.01% -253 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,961 shares; 2026Q2: 7,961 shares 7,961 $667K 0.01% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 806 shares; 2025Q1: 806 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $664K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,673 shares; 2024Q4: not reported; 2025Q1: 5,288 shares; 2025Q2: 5,965 shares; 2025Q3: 5,499 shares; 2025Q4: 5,634 shares; 2026Q1: 5,176 shares; 2026Q2: 4,829 shares 4,829 $661K 0.01% -347 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,233 shares; 2024Q4: 4,567 shares; 2025Q1: 3,904 shares; 2025Q2: 3,568 shares; 2025Q3: 3,710 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares; 2026Q2: 4,109 shares 4,109 $649K 0.01% +535 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares 2,240 $640K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,942 shares; 2024Q4: 8,422 shares; 2025Q1: 8,130 shares; 2025Q2: 7,566 shares; 2025Q3: 7,466 shares; 2025Q4: 7,486 shares; 2026Q1: 8,275 shares; 2026Q2: 8,320 shares 8,320 $637K 0.01% +45 Timeline UDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,401 shares; 2024Q4: 4,401 shares; 2025Q1: 7,501 shares; 2025Q2: 4,501 shares; 2025Q3: 4,501 shares; 2025Q4: 9,002 shares; 2026Q1: 9,002 shares; 2026Q2: 9,002 shares 9,002 $631K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,793 shares; 2024Q4: 3,567 shares; 2025Q1: 4,117 shares; 2025Q2: 2,760 shares; 2025Q3: 3,324 shares; 2025Q4: 7,858 shares; 2026Q1: 8,006 shares; 2026Q2: 6,499 shares 6,499 $628K 0.01% -1,507 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,181 shares; 2024Q4: 9,181 shares; 2025Q1: 8,941 shares; 2025Q2: 9,288 shares; 2025Q3: 9,288 shares; 2025Q4: 9,288 shares; 2026Q1: 9,288 shares; 2026Q2: 9,288 shares 9,288 $624K 0.01% 0 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,299 shares; 2024Q4: 17,776 shares; 2025Q1: 17,776 shares; 2025Q2: 19,267 shares; 2025Q3: 19,116 shares; 2025Q4: 18,627 shares; 2026Q1: 12,140 shares; 2026Q2: 12,140 shares 12,140 $622K 0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,142 shares; 2024Q4: 15,160 shares; 2025Q1: 15,180 shares; 2025Q2: 15,200 shares; 2025Q3: 15,220 shares; 2025Q4: 15,238 shares; 2026Q1: 15,259 shares; 2026Q2: 15,276 shares 15,276 $619K 0.01% +17 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,484 shares; 2024Q4: 3,345 shares; 2025Q1: 3,310 shares; 2025Q2: 3,496 shares; 2025Q3: 3,305 shares; 2025Q4: 3,305 shares; 2026Q1: 3,305 shares; 2026Q2: 3,305 shares 3,305 $612K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 251 shares; 2025Q4: 299 shares; 2026Q1: 281 shares; 2026Q2: 299 shares 299 $595K 0.01% +18 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,348 shares; 2024Q4: 13,774 shares; 2025Q1: 11,917 shares; 2025Q2: 12,069 shares; 2025Q3: 12,022 shares; 2025Q4: 9,667 shares; 2026Q1: 7,667 shares; 2026Q2: 7,667 shares 7,667 $591K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,216 shares; 2024Q4: 2,001 shares; 2025Q1: 2,045 shares; 2025Q2: 3,046 shares; 2025Q3: 3,055 shares; 2025Q4: 3,961 shares; 2026Q1: 3,845 shares; 2026Q2: 3,584 shares 3,584 $589K 0.01% -261 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,557 shares; 2024Q4: 6,653 shares; 2025Q1: 7,132 shares; 2025Q2: 7,571 shares; 2025Q3: 7,878 shares; 2025Q4: 7,830 shares; 2026Q1: 7,165 shares; 2026Q2: 7,076 shares 7,076 $585K 0.01% -89 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,810 shares; 2024Q4: 3,718 shares; 2025Q1: 4,654 shares; 2025Q2: 5,741 shares; 2025Q3: 5,745 shares; 2025Q4: 5,677 shares; 2026Q1: 5,104 shares; 2026Q2: 4,926 shares 4,926 $580K 0.01% -178 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,418 shares; 2024Q4: 2,494 shares; 2025Q1: 2,418 shares; 2025Q2: 2,418 shares; 2025Q3: 2,418 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares; 2026Q2: 3,651 shares 3,651 $573K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,789 shares; 2024Q4: 6,689 shares; 2025Q1: 5,988 shares; 2025Q2: 6,562 shares; 2025Q3: 6,633 shares; 2025Q4: 6,748 shares; 2026Q1: 6,088 shares; 2026Q2: 5,937 shares 5,937 $571K 0.01% -151 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,141 shares; 2024Q4: 15,304 shares; 2025Q1: 15,357 shares; 2025Q2: 15,149 shares; 2025Q3: 14,754 shares; 2025Q4: 17,013 shares; 2026Q1: 16,308 shares; 2026Q2: 16,578 shares 16,578 $564K 0.01% +270 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,285 shares; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,481 shares; 2026Q1: 2,476 shares; 2026Q2: 2,264 shares 2,264 $562K 0.01% -212 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,305 shares; 2024Q4: 2,282 shares; 2025Q1: 2,294 shares; 2025Q2: 2,353 shares; 2025Q3: 2,353 shares; 2025Q4: 2,398 shares; 2026Q1: 2,535 shares; 2026Q2: 2,517 shares 2,517 $561K 0.01% -18 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,502 shares 2,502 $560K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,150 shares; 2025Q1: 20,996 shares; 2025Q2: 15,560 shares; 2025Q3: 9,446 shares; 2025Q4: 9,446 shares; 2026Q1: 9,749 shares; 2026Q2: 9,270 shares 9,270 $560K 0.01% -479 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 1,919 shares; 2025Q1: 1,822 shares; 2025Q2: 1,829 shares; 2025Q3: 1,869 shares; 2025Q4: 1,930 shares; 2026Q1: 1,706 shares; 2026Q2: 1,647 shares 1,647 $557K 0.01% -59 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,530 shares; 2024Q4: 10,903 shares; 2025Q1: 9,995 shares; 2025Q2: 10,113 shares; 2025Q3: 10,113 shares; 2025Q4: 10,378 shares; 2026Q1: 10,017 shares; 2026Q2: 10,984 shares 10,984 $547K 0.01% +967 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,480 shares; 2024Q4: 8,480 shares; 2025Q1: 8,480 shares; 2025Q2: 8,480 shares; 2025Q3: 8,480 shares; 2025Q4: 8,480 shares; 2026Q1: 8,480 shares; 2026Q2: 8,480 shares 8,480 $547K 0.01% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,464 shares 2,464 $544K 0.01% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,176 shares; 2026Q2: 7,531 shares 7,531 $537K 0.01% -645 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,235 shares; 2024Q4: 4,235 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,521 shares; 2025Q4: 4,521 shares; 2026Q1: 4,521 shares; 2026Q2: 4,521 shares 4,521 $530K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,030 shares; 2026Q2: 1,222 shares 1,222 $527K 0.01% +192 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,716 shares; 2024Q4: 5,195 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,178 shares; 2025Q4: 5,930 shares; 2026Q1: 5,916 shares; 2026Q2: 6,950 shares 6,950 $525K 0.01% +1,034 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: 1,528 shares; 2025Q1: 1,529 shares; 2025Q2: 1,560 shares; 2025Q3: 1,566 shares; 2025Q4: 2,704 shares; 2026Q1: 2,356 shares; 2026Q2: 2,339 shares 2,339 $524K 0.01% -17 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,031 shares; 2024Q4: 3,309 shares; 2025Q1: 2,351 shares; 2025Q2: 2,699 shares; 2025Q3: 2,878 shares; 2025Q4: 2,831 shares; 2026Q1: 2,602 shares; 2026Q2: 2,368 shares 2,368 $522K 0.01% -234 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,978 shares; 2024Q4: 1,913 shares; 2025Q1: 1,992 shares; 2025Q2: 1,937 shares; 2025Q3: 1,937 shares; 2025Q4: 1,868 shares; 2026Q1: 1,853 shares; 2026Q2: 1,794 shares 1,794 $521K 0.01% -59 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,306 shares; 2026Q1: 2,306 shares; 2026Q2: 2,306 shares 2,306 $520K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,055 shares; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,147 shares; 2025Q4: 1,450 shares; 2026Q1: 1,250 shares; 2026Q2: 1,084 shares 1,084 $514K 0.01% -166 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,220 shares; 2024Q4: 8,188 shares; 2025Q1: 8,188 shares; 2025Q2: 8,188 shares; 2025Q3: 8,188 shares; 2025Q4: 4,711 shares; 2026Q1: 4,987 shares; 2026Q2: 4,993 shares 4,993 $509K 0.01% +6 Timeline BSVO EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,415 shares; 2024Q4: 17,415 shares; 2025Q1: 17,415 shares; 2025Q2: 17,415 shares; 2025Q3: 17,415 shares; 2025Q4: 17,415 shares; 2026Q1: 17,415 shares; 2026Q2: 17,415 shares 17,415 $508K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,328 shares; 2024Q4: 4,621 shares; 2025Q1: 5,093 shares; 2025Q2: 5,361 shares; 2025Q3: 5,236 shares; 2025Q4: 5,130 shares; 2026Q1: 5,005 shares; 2026Q2: 4,828 shares 4,828 $502K 0.01% -177 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,939 shares; 2024Q4: 9,493 shares; 2025Q1: 9,169 shares; 2025Q2: 9,123 shares; 2025Q3: 9,225 shares; 2025Q4: 8,774 shares; 2026Q1: 8,579 shares; 2026Q2: 8,439 shares 8,439 $486K 0.01% -140 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 978 shares; 2025Q4: 4,825 shares; 2026Q1: 5,064 shares; 2026Q2: 4,828 shares 4,828 $479K 0.01% -236 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,320 shares; 2025Q1: 2,361 shares; 2025Q2: 2,342 shares; 2025Q3: 2,396 shares; 2025Q4: 2,418 shares; 2026Q1: 2,264 shares; 2026Q2: 2,274 shares 2,274 $466K 0.01% +10 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,023 shares; 2025Q2: 5,003 shares; 2025Q3: 5,036 shares; 2025Q4: 5,036 shares; 2026Q1: 5,007 shares; 2026Q2: 4,990 shares 4,990 $466K 0.01% -17 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,595 shares; 2024Q4: 19,597 shares; 2025Q1: 19,601 shares; 2025Q2: 19,596 shares; 2025Q3: 19,599 shares; 2025Q4: 19,602 shares; 2026Q1: 19,607 shares; 2026Q2: 19,647 shares 19,647 $466K 0.01% +40 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,673 shares; 2024Q4: 5,673 shares; 2025Q1: 5,673 shares; 2025Q2: 5,673 shares; 2025Q3: 5,673 shares; 2025Q4: 5,673 shares; 2026Q1: 5,673 shares; 2026Q2: 5,673 shares 5,673 $465K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,333 shares; 2025Q4: 1,339 shares; 2026Q1: 1,304 shares; 2026Q2: 1,126 shares 1,126 $459K 0.01% -178 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,843 shares; 2026Q1: 11,843 shares; 2026Q2: 11,843 shares 11,843 $453K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,373 shares; 2025Q1: 15,643 shares; 2025Q2: 12,164 shares; 2025Q3: 12,211 shares; 2025Q4: 12,325 shares; 2026Q1: 12,214 shares; 2026Q2: 12,367 shares 12,367 $448K 0.01% +153 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,525 shares; 2025Q2: 3,477 shares; 2025Q3: 3,951 shares; 2025Q4: 3,951 shares; 2026Q1: 3,986 shares; 2026Q2: 3,883 shares 3,883 $443K 0.01% -103 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares; 2026Q2: 675 shares 675 $443K 0.01% +266 Timeline EVUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 14,425 shares; 2025Q3: 14,425 shares; 2025Q4: 14,725 shares; 2026Q1: 12,566 shares; 2026Q2: 12,566 shares 12,566 $441K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $429K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,914 shares; 2024Q4: 5,899 shares; 2025Q1: 5,847 shares; 2025Q2: 6,529 shares; 2025Q3: 6,316 shares; 2025Q4: 6,381 shares; 2026Q1: 5,401 shares; 2026Q2: 4,186 shares 4,186 $428K 0.01% -1,215 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,331 shares; 2024Q4: 2,331 shares; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 2,331 shares; 2026Q1: 2,331 shares; 2026Q2: 2,331 shares 2,331 $425K 0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,348 shares; 2024Q4: 5,348 shares; 2025Q1: 5,394 shares; 2025Q2: 5,348 shares; 2025Q3: 5,348 shares; 2025Q4: 5,553 shares; 2026Q1: 5,348 shares; 2026Q2: 5,608 shares 5,608 $422K 0.01% +260 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,088 shares; 2024Q4: 24,088 shares; 2025Q1: 24,088 shares; 2025Q2: 24,088 shares; 2025Q3: 24,088 shares; 2025Q4: 24,088 shares; 2026Q1: 24,088 shares; 2026Q2: 24,088 shares 24,088 $422K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 885 shares; 2025Q1: 862 shares; 2025Q2: 888 shares; 2025Q3: 895 shares; 2025Q4: 895 shares; 2026Q1: 817 shares; 2026Q2: 806 shares 806 $418K 0.01% -11 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,425 shares; 2024Q4: 5,953 shares; 2025Q1: 5,055 shares; 2025Q2: 5,059 shares; 2025Q3: 5,078 shares; 2025Q4: 5,762 shares; 2026Q1: 6,124 shares; 2026Q2: 6,151 shares 6,151 $416K 0.01% +27 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,734 shares; 2024Q4: 7,734 shares; 2025Q1: 7,734 shares; 2025Q2: 7,833 shares; 2025Q3: 8,360 shares; 2025Q4: 8,135 shares; 2026Q1: 7,669 shares; 2026Q2: 7,832 shares 7,832 $413K 0.01% +163 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,078 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares; 2026Q2: 2,002 shares 2,002 $411K 0.01% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $409K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,956 shares; 2026Q1: 1,929 shares; 2026Q2: 1,909 shares 1,909 $406K 0.01% -20 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,241 shares; 2025Q3: 3,241 shares; 2025Q4: 3,241 shares; 2026Q1: 2,621 shares; 2026Q2: 2,757 shares 2,757 $399K 0.01% +136 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,216 shares; 2024Q4: 6,216 shares; 2025Q1: 6,216 shares; 2025Q2: 6,216 shares; 2025Q3: 6,216 shares; 2025Q4: 9,324 shares; 2026Q1: 9,396 shares; 2026Q2: 9,324 shares 9,324 $398K 0.01% -72 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,454 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares; 2026Q1: 2,276 shares; 2026Q2: 2,339 shares 2,339 $392K 0.01% +63 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,568 shares; 2024Q4: 1,568 shares; 2025Q1: 1,568 shares; 2025Q2: 1,568 shares; 2025Q3: 1,571 shares; 2025Q4: 1,571 shares; 2026Q1: 1,571 shares; 2026Q2: 1,580 shares 1,580 $389K 0.01% +9 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,960 shares; 2024Q4: 3,960 shares; 2025Q1: 3,960 shares; 2025Q2: 3,960 shares; 2025Q3: 4,057 shares; 2025Q4: 4,056 shares; 2026Q1: 4,264 shares; 2026Q2: 4,243 shares 4,243 $389K 0.01% -21 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,718 shares; 2025Q1: not reported; 2025Q2: 4,289 shares; 2025Q3: 4,291 shares; 2025Q4: 4,294 shares; 2026Q1: 5,781 shares; 2026Q2: 4,228 shares 4,228 $388K 0.01% -1,553 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,255 shares; 2024Q4: 7,667 shares; 2025Q1: 7,667 shares; 2025Q2: 7,667 shares; 2025Q3: 7,667 shares; 2025Q4: 7,667 shares; 2026Q1: 7,667 shares; 2026Q2: 7,667 shares 7,667 $386K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,790 shares; 2025Q1: 1,790 shares; 2025Q2: 1,740 shares; 2025Q3: 1,698 shares; 2025Q4: 1,904 shares; 2026Q1: 1,876 shares; 2026Q2: 1,876 shares 1,876 $380K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 534 shares; 2026Q2: 533 shares 533 $380K 0.01% -1 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,076 shares; 2024Q4: 4,076 shares; 2025Q1: 4,076 shares; 2025Q2: 4,076 shares; 2025Q3: 4,076 shares; 2025Q4: 4,076 shares; 2026Q1: 4,086 shares; 2026Q2: 3,115 shares 3,115 $371K 0.01% -971 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,052 shares; 2024Q4: 6,607 shares; 2025Q1: 6,929 shares; 2025Q2: 7,507 shares; 2025Q3: 7,508 shares; 2025Q4: 7,506 shares; 2026Q1: 6,755 shares; 2026Q2: 6,315 shares 6,315 $365K 0.01% -440 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,880 shares; 2024Q4: 5,886 shares; 2025Q1: 5,833 shares; 2025Q2: 5,839 shares; 2025Q3: 5,840 shares; 2025Q4: 5,851 shares; 2026Q1: 6,057 shares; 2026Q2: 5,125 shares 5,125 $361K 0.01% -932 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,914 shares; 2026Q1: 3,394 shares; 2026Q2: 3,556 shares 3,556 $361K 0.01% +162 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,422 shares; 2024Q4: 7,422 shares; 2025Q1: 7,422 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares; 2025Q4: 7,422 shares; 2026Q1: 7,422 shares; 2026Q2: 7,422 shares 7,422 $361K 0.01% 0 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,124 shares; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,124 shares; 2025Q4: 7,124 shares; 2026Q1: 7,124 shares; 2026Q2: 7,124 shares 7,124 $361K 0.01% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 540 shares; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 766 shares 766 $355K 0.01% 0 Timeline BHV BLACKROCK VA MUN BD TR More: the full row for BLACKROCK VA MUN BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,797 shares 27,797 $355K 0.01% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 2,030 shares; 2025Q1: 2,256 shares; 2025Q2: 2,371 shares; 2025Q3: 2,298 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares; 2026Q2: 2,078 shares 2,078 $351K 0.01% -15 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,830 shares; 2026Q2: 18,330 shares 18,330 $350K 0.01% +16,500 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,098 shares; 2024Q4: 2,098 shares; 2025Q1: 2,098 shares; 2025Q2: 2,143 shares; 2025Q3: 2,153 shares; 2025Q4: 2,138 shares; 2026Q1: 2,109 shares; 2026Q2: 2,091 shares 2,091 $349K 0.01% -18 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,586 shares; 2024Q4: 1,586 shares; 2025Q1: 1,586 shares; 2025Q2: 1,586 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,586 shares; 2026Q2: 1,586 shares 1,586 $348K 0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,570 shares; 2024Q4: 3,821 shares; 2025Q1: 3,860 shares; 2025Q2: 3,904 shares; 2025Q3: 3,855 shares; 2025Q4: 3,858 shares; 2026Q1: 4,022 shares; 2026Q2: 3,573 shares 3,573 $347K 0.01% -449 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,613 shares; 2024Q4: 16,645 shares; 2025Q1: 14,613 shares; 2025Q2: 14,613 shares; 2025Q3: 15,079 shares; 2025Q4: 14,613 shares; 2026Q1: 14,613 shares; 2026Q2: 14,613 shares 14,613 $346K 0.01% 0 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,507 shares 17,507 $340K 0.01% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,888 shares; 2024Q4: 5,888 shares; 2025Q1: 6,298 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 5,888 shares; 2026Q1: 5,888 shares; 2026Q2: 5,888 shares 5,888 $333K 0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,214 shares; 2026Q2: 1,190 shares 1,190 $328K 0.01% -24 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,090 shares; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 5,090 shares; 2026Q1: 5,090 shares; 2026Q2: 5,090 shares 5,090 $325K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,079 shares; 2024Q4: not reported; 2025Q1: 1,128 shares; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares; 2026Q2: 1,319 shares 1,319 $321K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,345 shares; 2024Q4: 3,345 shares; 2025Q1: 2,843 shares; 2025Q2: 3,056 shares; 2025Q3: 3,308 shares; 2025Q4: 3,088 shares; 2026Q1: 2,733 shares; 2026Q2: 2,573 shares 2,573 $320K 0.01% -160 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 4,320 shares; 2025Q1: 4,320 shares; 2025Q2: 4,320 shares; 2025Q3: 4,320 shares; 2025Q4: 4,320 shares; 2026Q1: 4,320 shares; 2026Q2: 4,320 shares 4,320 $310K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,153 shares; 2024Q4: 4,341 shares; 2025Q1: 4,228 shares; 2025Q2: 4,228 shares; 2025Q3: 4,339 shares; 2025Q4: 4,228 shares; 2026Q1: 4,228 shares; 2026Q2: 4,228 shares 4,228 $310K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,786 shares; 2024Q4: 5,286 shares; 2025Q1: 3,786 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,786 shares; 2026Q1: 3,786 shares; 2026Q2: 3,786 shares 3,786 $307K 0.01% 0 Timeline WYY WIDEPOINT CORP More: the full row for WIDEPOINT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: not reported; 2026Q1: 17,500 shares; 2026Q2: 17,500 shares 17,500 $306K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,697 shares; 2024Q4: 5,939 shares; 2025Q1: 5,874 shares; 2025Q2: 5,468 shares; 2025Q3: 6,601 shares; 2025Q4: 7,241 shares; 2026Q1: 7,120 shares; 2026Q2: 7,379 shares 7,379 $303K 0.01% +259 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $303K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,846 shares; 2026Q2: 2,740 shares 2,740 $302K 0.01% -106 Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,493 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,868 shares; 2026Q1: 9,504 shares; 2026Q2: 9,504 shares 9,504 $299K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 962 shares; 2024Q4: 1,065 shares; 2025Q1: 987 shares; 2025Q2: 943 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $297K 0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,396 shares; 2024Q4: 2,286 shares; 2025Q1: 2,150 shares; 2025Q2: 2,630 shares; 2025Q3: 2,566 shares; 2025Q4: 2,616 shares; 2026Q1: 2,617 shares; 2026Q2: 2,672 shares 2,672 $295K 0.01% +55 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,715 shares; 2024Q4: 1,701 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 1,662 shares; 2026Q2: 1,662 shares 1,662 $292K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,942 shares; 2024Q4: 5,945 shares; 2025Q1: 5,945 shares; 2025Q2: 6,919 shares; 2025Q3: 6,667 shares; 2025Q4: 6,667 shares; 2026Q1: 6,357 shares; 2026Q2: 6,167 shares 6,167 $288K 0.01% -190 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $286K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 403 shares; 2026Q2: 395 shares 395 $284K 0.01% -8 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,085 shares; 2026Q2: 1,089 shares 1,089 $284K 0.01% +4 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,225 shares; 2025Q2: 10,225 shares; 2025Q3: 11,430 shares; 2025Q4: 10,773 shares; 2026Q1: 10,714 shares; 2026Q2: 10,803 shares 10,803 $283K 0.01% +89 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,560 shares; 2025Q1: 3,781 shares; 2025Q2: 3,646 shares; 2025Q3: 3,760 shares; 2025Q4: 3,981 shares; 2026Q1: 3,619 shares; 2026Q2: 3,612 shares 3,612 $280K 0.01% -7 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,645 shares; 2026Q1: 1,347 shares; 2026Q2: 1,338 shares 1,338 $280K 0.01% -9 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 965 shares; 2025Q1: 955 shares; 2025Q2: 1,014 shares; 2025Q3: 889 shares; 2025Q4: 889 shares; 2026Q1: 889 shares; 2026Q2: 889 shares 889 $278K 0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,648 shares; 2025Q3: 3,648 shares; 2025Q4: 3,648 shares; 2026Q1: 3,648 shares; 2026Q2: 3,648 shares 3,648 $277K 0.01% 0 Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $276K 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 407 shares; 2025Q1: 427 shares; 2025Q2: 465 shares; 2025Q3: 459 shares; 2025Q4: 522 shares; 2026Q1: 503 shares; 2026Q2: 489 shares 489 $274K 0.01% -14 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,165 shares; 2024Q4: 7,165 shares; 2025Q1: 5,478 shares; 2025Q2: 5,478 shares; 2025Q3: 5,478 shares; 2025Q4: 5,478 shares; 2026Q1: 4,212 shares; 2026Q2: 4,212 shares 4,212 $272K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 3,000 shares; 2025Q2: 3,003 shares; 2025Q3: 3,003 shares; 2025Q4: 3,003 shares; 2026Q1: 3,010 shares; 2026Q2: 3,000 shares 3,000 $271K 0.01% -10 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,050 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $268K 0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 202 shares; 2025Q1: 200 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 205 shares; 2026Q2: 200 shares 200 $266K 0.01% -5 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,291 shares; 2025Q4: 7,291 shares; 2026Q1: 7,342 shares; 2026Q2: 7,291 shares 7,291 $265K <0.01% -51 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 195 shares; 2025Q1: 193 shares; 2025Q2: 2,975 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,919 shares; 2026Q2: 2,855 shares 2,855 $263K <0.01% -64 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 91 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 82 shares; 2026Q2: 81 shares 81 $259K <0.01% -1 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,143 shares; 2024Q4: 4,086 shares; 2025Q1: 3,924 shares; 2025Q2: 3,924 shares; 2025Q3: 6,695 shares; 2025Q4: 4,368 shares; 2026Q1: 3,924 shares; 2026Q2: 3,514 shares 3,514 $258K <0.01% -410 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,553 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $254K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,779 shares; 2024Q4: 2,779 shares; 2025Q1: 2,779 shares; 2025Q2: 3,066 shares; 2025Q3: 2,779 shares; 2025Q4: 2,976 shares; 2026Q1: 2,974 shares; 2026Q2: 2,991 shares 2,991 $253K <0.01% +17 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,119 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 796 shares; 2026Q2: 885 shares 885 $248K <0.01% +89 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283 shares; 2024Q4: 2,207 shares; 2025Q1: 2,228 shares; 2025Q2: 2,207 shares; 2025Q3: 2,207 shares; 2025Q4: 2,021 shares; 2026Q1: 2,005 shares; 2026Q2: 2,005 shares 2,005 $247K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,626 shares; 2024Q4: 10,626 shares; 2025Q1: 10,626 shares; 2025Q2: 11,071 shares; 2025Q3: 10,951 shares; 2025Q4: 10,951 shares; 2026Q1: 10,857 shares; 2026Q2: 10,626 shares 10,626 $245K <0.01% -231 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 922 shares; 2025Q1: 922 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 936 shares; 2026Q2: 925 shares 925 $242K <0.01% -11 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,666 shares; 2024Q4: 13,771 shares; 2025Q1: 14,239 shares; 2025Q2: 14,974 shares; 2025Q3: 15,173 shares; 2025Q4: 17,982 shares; 2026Q1: 12,962 shares; 2026Q2: 9,786 shares 9,786 $240K <0.01% -3,176 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 717 shares; 2025Q3: 642 shares; 2025Q4: 685 shares; 2026Q1: 620 shares; 2026Q2: 602 shares 602 $239K <0.01% -18 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,770 shares; 2025Q3: 1,770 shares; 2025Q4: 1,570 shares; 2026Q1: 1,260 shares; 2026Q2: 1,070 shares 1,070 $238K <0.01% -190 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,113 shares; 2026Q2: 932 shares 932 $238K <0.01% -181 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,796 shares; 2025Q3: 5,146 shares; 2025Q4: 4,899 shares; 2026Q1: 4,796 shares; 2026Q2: 4,796 shares 4,796 $238K <0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 577 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 577 shares 577 $236K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 2,588 shares; 2025Q4: 2,588 shares; 2026Q1: 2,912 shares; 2026Q2: 2,552 shares 2,552 $231K <0.01% -360 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,757 shares; 2026Q2: 2,782 shares 2,782 $230K <0.01% +25 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,576 shares; 2024Q4: 9,576 shares; 2025Q1: 9,683 shares; 2025Q2: 9,636 shares; 2025Q3: 9,627 shares; 2025Q4: 9,576 shares; 2026Q1: 9,576 shares; 2026Q2: 9,576 shares 9,576 $229K <0.01% 0 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,002 shares; 2024Q4: 2,002 shares; 2025Q1: 2,002 shares; 2025Q2: 2,002 shares; 2025Q3: 2,002 shares; 2025Q4: 2,002 shares; 2026Q1: 2,002 shares; 2026Q2: 2,002 shares 2,002 $229K <0.01% 0 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,954 shares; 2024Q4: 7,255 shares; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,188 shares; 2025Q4: 7,232 shares; 2026Q1: 4,814 shares; 2026Q2: 4,648 shares 4,648 $227K <0.01% -166 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,363 shares; 2025Q3: 5,363 shares; 2025Q4: 5,363 shares; 2026Q1: 8,363 shares; 2026Q2: 5,363 shares 5,363 $226K <0.01% -3,000 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $226K <0.01% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,946 shares; 2024Q4: 5,946 shares; 2025Q1: 5,946 shares; 2025Q2: 5,946 shares; 2025Q3: 5,946 shares; 2025Q4: 5,946 shares; 2026Q1: 4,924 shares; 2026Q2: 4,924 shares 4,924 $226K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,979 shares; 2025Q1: 1,860 shares; 2025Q2: 1,783 shares; 2025Q3: 1,806 shares; 2025Q4: 1,770 shares; 2026Q1: 1,745 shares; 2026Q2: 1,678 shares 1,678 $225K <0.01% -67 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,440 shares; 2026Q2: 2,506 shares 2,506 $223K <0.01% +1,066 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,093 shares; 2026Q2: 3,175 shares 3,175 $222K <0.01% +82 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,923 shares; 2024Q4: 2,712 shares; 2025Q1: 1,824 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,675 shares; 2026Q1: 1,550 shares; 2026Q2: 1,550 shares 1,550 $222K <0.01% 0 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415 $222K <0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,703 shares; 2024Q4: 1,662 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 1,784 shares; 2026Q1: 1,664 shares; 2026Q2: 1,664 shares 1,664 $221K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529 shares; 2024Q4: 529 shares; 2025Q1: 530 shares; 2025Q2: 557 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 538 shares; 2026Q2: 530 shares 530 $220K <0.01% -8 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,954 shares; 2026Q2: 2,947 shares 2,947 $219K <0.01% -7 Timeline ROM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,407 shares; 2026Q2: 1,407 shares 1,407 $218K <0.01% 0 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,284 shares; 2024Q4: 11,284 shares; 2025Q1: 11,284 shares; 2025Q2: 35,936 shares; 2025Q3: 33,636 shares; 2025Q4: 4,900 shares; 2026Q1: 4,900 shares; 2026Q2: 4,900 shares 4,900 $215K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,001 shares; 2026Q2: 1,983 shares 1,983 $215K <0.01% -18 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 1,204 shares; 2025Q1: 1,186 shares; 2025Q2: 1,351 shares; 2025Q3: 1,379 shares; 2025Q4: 1,855 shares; 2026Q1: 1,162 shares; 2026Q2: 1,370 shares 1,370 $215K <0.01% +208 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,976 shares; 2025Q1: 1,631 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares; 2026Q1: 1,632 shares; 2026Q2: 1,631 shares 1,631 $215K <0.01% -1 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,549 shares; 2026Q2: 2,549 shares 2,549 $211K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 621 shares; 2026Q2: 613 shares 613 $210K <0.01% -8 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,605 shares; 2024Q4: 35,727 shares; 2025Q1: 35,890 shares; 2025Q2: 36,042 shares; 2025Q3: 36,199 shares; 2025Q4: 36,391 shares; 2026Q1: 36,634 shares; 2026Q2: 36,868 shares 36,868 $205K <0.01% +234 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,023 shares; 2026Q1: 4,027 shares; 2026Q2: 4,023 shares 4,023 $203K <0.01% -4 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,860 shares; 2026Q2: 2,860 shares 2,860 $200K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,146 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,929 shares; 2026Q2: 1,922 shares 1,922 $199K <0.01% -7 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,131 shares; 2026Q2: 2,131 shares 2,131 $195K <0.01% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $195K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,422 shares; 2026Q2: 2,422 shares 2,422 $194K <0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 151 shares; 2026Q2: 151 shares 151 $193K <0.01% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares; 2026Q2: 1,266 shares 1,266 $189K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 166 shares 166 $188K <0.01% -5 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,050 shares; 2024Q4: 11,050 shares; 2025Q1: 11,050 shares; 2025Q2: 11,778 shares; 2025Q3: 11,778 shares; 2025Q4: 11,778 shares; 2026Q1: 11,327 shares; 2026Q2: 11,050 shares 11,050 $186K <0.01% -277 Timeline FBYD FALCONS BEYOND GLOBAL INC More: the full row for FALCONS BEYOND GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,313 shares; 2025Q2: 10,313 shares; 2025Q3: 10,313 shares; 2025Q4: 10,313 shares; 2026Q1: 10,313 shares; 2026Q2: 10,313 shares 10,313 $185K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 1,608 shares 1,608 $185K <0.01% +8 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 727 shares; 2026Q1: 731 shares; 2026Q2: 558 shares 558 $184K <0.01% -173 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,029 shares; 2026Q2: 978 shares 978 $184K <0.01% -51 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,633 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,369 shares; 2026Q2: 2,192 shares 2,192 $182K <0.01% -177 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,610 shares; 2026Q2: 2,610 shares 2,610 $181K <0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,878 shares; 2026Q2: 1,878 shares 1,878 $181K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 429 shares; 2026Q2: 601 shares 601 $179K <0.01% +172 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $179K <0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9 shares; 2026Q2: 1,287 shares 1,287 $177K <0.01% +1,278 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,403 shares; 2024Q4: 7,450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,176 shares; 2026Q1: 2,097 shares; 2026Q2: 2,252 shares 2,252 $176K <0.01% +155 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,380 shares; 2026Q2: 1,371 shares 1,371 $175K <0.01% -9 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,684 shares; 2026Q2: 3,684 shares 3,684 $175K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,112 shares; 2026Q2: 4,747 shares 4,747 $174K <0.01% -365 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 829 shares; 2026Q2: 829 shares 829 $172K <0.01% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 266 shares; 2026Q2: 637 shares 637 $171K <0.01% +371 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $171K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 101 shares; 2026Q2: 87 shares 87 $170K <0.01% -14 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,023 shares; 2026Q2: 2,023 shares 2,023 $170K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 809 shares; 2026Q2: 1,299 shares 1,299 $169K <0.01% +490 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares; 2026Q2: 1,876 shares 1,876 $166K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,165 shares; 2026Q2: 2,300 shares 2,300 $166K <0.01% +135 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,919 shares; 2026Q2: 7,919 shares 7,919 $164K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,311 shares; 2026Q2: 3,311 shares 3,311 $164K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 19,900 shares; 2025Q1: 14,400 shares; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,090 shares; 2026Q2: 9,000 shares 9,000 $161K <0.01% -90 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,672 shares; 2026Q2: 1,672 shares 1,672 $160K <0.01% 0 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,622 shares; 2026Q2: 2,622 shares 2,622 $159K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares 1,545 $158K <0.01% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,348 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,349 shares; 2026Q2: 6,355 shares 6,355 $158K <0.01% +6 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 995 shares; 2026Q2: 965 shares 965 $158K <0.01% -30 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,006 shares; 2024Q4: not reported; 2025Q1: 1,013 shares; 2025Q2: 1,106 shares; 2025Q3: not reported; 2025Q4: 1,555 shares; 2026Q1: 1,006 shares; 2026Q2: 952 shares 952 $156K <0.01% -54 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,368 shares; 2026Q2: 1,368 shares 1,368 $156K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,358 shares; 2024Q4: 2,382 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,359 shares; 2025Q4: not reported; 2026Q1: 2,358 shares; 2026Q2: 2,554 shares 2,554 $155K <0.01% +196 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares; 2026Q2: 1,251 shares 1,251 $154K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,065 shares; 2025Q4: not reported; 2026Q1: 1,324 shares; 2026Q2: 1,206 shares 1,206 $152K <0.01% -118 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,822 shares; 2026Q2: 2,822 shares 2,822 $152K <0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,523 shares; 2026Q2: 8,548 shares 8,548 $152K <0.01% +25 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $149K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,389 shares; 2026Q2: 3,194 shares 3,194 $148K <0.01% +805 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,160 shares; 2026Q2: 6,160 shares 6,160 $148K <0.01% 0 Timeline URE PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,146 shares; 2026Q2: 2,146 shares 2,146 $148K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 1,024 shares; 2026Q1: 1,112 shares; 2026Q2: 702 shares 702 $146K <0.01% -410 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,854 shares; 2026Q2: 1,854 shares 1,854 $146K <0.01% 0 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,643 shares; 2026Q2: 3,643 shares 3,643 $142K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 352 shares; 2026Q2: 352 shares 352 $142K <0.01% 0 Timeline IDN INTELLICHECK MOBILISA INC More: the full row for INTELLICHECK MOBILISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,530 shares; 2024Q4: 34,530 shares; 2025Q1: 34,530 shares; 2025Q2: 34,530 shares; 2025Q3: 34,530 shares; 2025Q4: 34,530 shares; 2026Q1: 34,530 shares; 2026Q2: 34,530 shares 34,530 $142K <0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,356 shares; 2026Q2: 1,362 shares 1,362 $141K <0.01% +6 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares; 2026Q2: 1,243 shares 1,243 $141K <0.01% -8 Timeline AXTI AXT INC More: the full row for AXT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,660 shares; 2026Q2: 1,960 shares 1,960 $141K <0.01% -700 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,768 shares; 2026Q2: 3,768 shares 3,768 $139K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares; 2026Q2: 468 shares 468 $138K <0.01% -18 Timeline CXSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,537 shares; 2026Q2: 3,537 shares 3,537 $138K <0.01% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares; 2026Q2: 777 shares 777 $137K <0.01% +145 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,554 shares 2,554 $137K <0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,487 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $136K <0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,524 shares; 2026Q2: 1,524 shares 1,524 $134K <0.01% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,382 shares; 2026Q2: 1,495 shares 1,495 $133K <0.01% +113 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346 shares; 2026Q2: 340 shares 340 $131K <0.01% -6 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,635 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019 shares; 2026Q2: 1,013 shares 1,013 $131K <0.01% -6 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,416 shares; 2026Q2: 1,096 shares 1,096 $130K <0.01% -320 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,673 shares; 2026Q2: 1,423 shares 1,423 $130K <0.01% -250 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares; 2026Q2: 1,774 shares 1,774 $127K <0.01% -3 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: not reported; 2026Q1: 379 shares; 2026Q2: 375 shares 375 $127K <0.01% -4 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,748 shares; 2026Q2: 1,748 shares 1,748 $125K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,379 shares; 2026Q2: 3,018 shares 3,018 $125K <0.01% +1,639 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,361 shares; 2026Q2: 5,361 shares 5,361 $124K <0.01% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,348 shares; 2026Q2: 2,371 shares 2,371 $124K <0.01% +23 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,912 shares; 2026Q2: 2,912 shares 2,912 $123K <0.01% 0 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,187 shares; 2026Q2: 2,187 shares 2,187 $123K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 972 shares 972 $123K <0.01% +172 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,267 shares; 2025Q4: not reported; 2026Q1: 2,367 shares; 2026Q2: 2,322 shares 2,322 $122K <0.01% -45 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,019 shares; 2025Q3: 987 shares; 2025Q4: 1,085 shares; 2026Q1: 987 shares; 2026Q2: 987 shares 987 $121K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,912 shares; 2026Q2: 1,896 shares 1,896 $121K <0.01% -16 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares; 2026Q2: 400 shares 400 $121K <0.01% +355 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,454 shares; 2026Q2: 1,441 shares 1,441 $120K <0.01% -13 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,656 shares; 2026Q2: 2,656 shares 2,656 $120K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,395 shares; 2025Q3: not reported; 2025Q4: 1,894 shares; 2026Q1: 1,309 shares; 2026Q2: 1,216 shares 1,216 $120K <0.01% -93 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares; 2026Q2: 1,587 shares 1,587 $118K <0.01% +12 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,569 shares; 2026Q2: 4,778 shares 4,778 $118K <0.01% +209 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $117K <0.01% 0 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,178 shares 1,178 $116K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 584 shares; 2026Q2: 659 shares 659 $116K <0.01% +75 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,263 shares; 2026Q2: 14,235 shares 14,235 $115K <0.01% +7,972 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,225 shares; 2026Q2: 2,225 shares 2,225 $115K <0.01% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 983 shares; 2026Q2: 983 shares 983 $115K <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 512 shares; 2026Q2: 512 shares 512 $114K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,775 shares 7,775 $114K <0.01% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,403 shares; 2026Q2: 2,358 shares 2,358 $113K <0.01% -45 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 458 shares; 2026Q2: 466 shares 466 $113K <0.01% +8 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,260 shares; 2026Q2: 2,052 shares 2,052 $112K <0.01% -208 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares; 2026Q2: 381 shares 381 $112K <0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $111K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,916 shares; 2026Q2: 4,134 shares 4,134 $110K <0.01% +218 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,977 shares; 2026Q2: 3,977 shares 3,977 $110K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares; 2026Q2: 276 shares 276 $110K <0.01% -3 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,858 shares; 2026Q2: 8,858 shares 8,858 $109K <0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,442 shares; 2026Q2: 2,442 shares 2,442 $109K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $108K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,345 shares; 2026Q2: 1,360 shares 1,360 $107K <0.01% +15 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 831 shares; 2026Q2: 978 shares 978 $107K <0.01% +147 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $107K <0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,068 shares; 2026Q2: 2,068 shares 2,068 $107K <0.01% 0 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares; 2026Q2: 2,079 shares 2,079 $107K <0.01% +24 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,387 shares; 2026Q2: 1,387 shares 1,387 $106K <0.01% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $105K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,668 shares; 2025Q2: 1,668 shares; 2025Q3: 1,668 shares; 2025Q4: not reported; 2026Q1: 2,121 shares; 2026Q2: 2,089 shares 2,089 $105K <0.01% -32 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $105K <0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 160 shares; 2026Q2: 246 shares 246 $105K <0.01% +86 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares; 2026Q2: 583 shares 583 $105K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $104K <0.01% 0 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282 shares; 2026Q2: 276 shares 276 $103K <0.01% -6 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,350 shares 1,350 $102K <0.01% -450 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556 shares; 2026Q2: 556 shares 556 $102K <0.01% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,350 shares 1,350 $102K <0.01% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares 1,920 $102K <0.01% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $101K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363 shares; 2026Q2: 426 shares 426 $101K <0.01% +63 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,155 shares; 2026Q2: 1,139 shares 1,139 $101K <0.01% -16 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares; 2026Q2: 372 shares 372 $101K <0.01% +45 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412 shares; 2026Q2: 305 shares 305 $101K <0.01% -107 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,551 shares; 2026Q2: 1,441 shares 1,441 $101K <0.01% -110 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 736 shares; 2026Q2: 5,402 shares 5,402 $100K <0.01% +4,666 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,250 shares; 2026Q2: 7,250 shares 7,250 $99.4K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,519 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 813 shares; 2026Q2: 813 shares 813 $98.6K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares; 2026Q2: 451 shares 451 $98.5K <0.01% -1 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,001 shares 2,001 $97.3K <0.01% +1 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares; 2026Q2: 977 shares 977 $96.7K <0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 932 shares; 2026Q2: 932 shares 932 $96K <0.01% 0 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $96K <0.01% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,284 shares; 2026Q2: 1,273 shares 1,273 $95.3K <0.01% -11 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,769 shares; 2026Q2: 3,148 shares 3,148 $95.1K <0.01% -621 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,310 shares; 2026Q2: 1,276 shares 1,276 $95K <0.01% -34 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74 shares; 2026Q2: 124 shares 124 $93.7K <0.01% +50 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,394 shares; 2026Q2: 1,394 shares 1,394 $93.3K <0.01% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,717 shares; 2026Q2: 4,097 shares 4,097 $92.8K <0.01% +380 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 478 shares; 2026Q2: 459 shares 459 $92.5K <0.01% -19 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 990 shares; 2026Q2: 990 shares 990 $92.4K <0.01% 0 Timeline