BUFD 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: 1,822,231 shares; 2024Q4: 1,781,280 shares; 2025Q1: 1,784,251 shares; 2025Q2: 1,773,912 shares; 2025Q3: 1,841,701 shares; 2025Q4: 1,856,381 shares; 2026Q1: 1,825,742 shares; 2026Q2: 1,796,034 shares 1,796,034 $53.4M 11.52% -29,708 Timeline FTCB 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: 27,991 shares; 2024Q4: 92,434 shares; 2025Q1: 159,639 shares; 2025Q2: 362,099 shares; 2025Q3: 547,774 shares; 2025Q4: 538,174 shares; 2026Q1: 1,088,140 shares; 2026Q2: 1,418,530 shares 1,418,530 $29.6M 6.39% +330,390 Timeline BUFQ 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: 415,662 shares; 2024Q4: 459,951 shares; 2025Q1: 422,461 shares; 2025Q2: 440,772 shares; 2025Q3: 469,611 shares; 2025Q4: 490,203 shares; 2026Q1: 516,655 shares; 2026Q2: 584,188 shares 584,188 $22.9M 4.95% +67,533 Timeline AVIG 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: 432,791 shares; 2024Q4: 352,728 shares; 2025Q1: 458,724 shares; 2025Q2: 476,954 shares; 2025Q3: 495,642 shares; 2025Q4: 532,233 shares; 2026Q1: 552,565 shares; 2026Q2: 553,222 shares 553,222 $22.9M 4.95% +657 Timeline BUFG 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: 525,758 shares; 2024Q4: 583,815 shares; 2025Q1: 542,120 shares; 2025Q2: 567,207 shares; 2025Q3: 606,362 shares; 2025Q4: 636,956 shares; 2026Q1: 671,115 shares; 2026Q2: 765,916 shares 765,916 $22.5M 4.85% +94,801 Timeline BUFR 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: 495,757 shares; 2024Q4: 481,342 shares; 2025Q1: 480,042 shares; 2025Q2: 477,731 shares; 2025Q3: 492,872 shares; 2025Q4: 495,404 shares; 2026Q1: 481,010 shares; 2026Q2: 471,997 shares 471,997 $17.2M 3.72% -9,013 Timeline BUFT 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: 637,225 shares; 2024Q4: 628,362 shares; 2025Q1: 636,410 shares; 2025Q2: 631,353 shares; 2025Q3: 657,563 shares; 2025Q4: 667,917 shares; 2026Q1: 660,017 shares; 2026Q2: 648,162 shares 648,162 $16.8M 3.62% -11,855 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: 25,936 shares; 2024Q4: 14,144 shares; 2025Q1: 43,604 shares; 2025Q2: 29,170 shares; 2025Q3: 30,407 shares; 2025Q4: 30,361 shares; 2026Q1: 19,356 shares; 2026Q2: 19,025 shares 19,025 $14.3M 3.08% -331 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: 120,471 shares; 2024Q4: 250,238 shares; 2025Q1: 127,383 shares; 2025Q2: 153,677 shares; 2025Q3: 150,216 shares; 2025Q4: 137,486 shares; 2026Q1: 113,271 shares; 2026Q2: 110,873 shares 110,873 $13.2M 2.85% -2,398 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,501 shares; 2024Q4: 36,884 shares; 2025Q1: 59,407 shares; 2025Q2: 146,061 shares; 2025Q3: 224,265 shares; 2025Q4: 227,444 shares; 2026Q1: 453,756 shares; 2026Q2: 478,468 shares 478,468 $13.1M 2.82% +24,712 Timeline BUFS 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: 319,476 shares; 2025Q2: 338,042 shares; 2025Q3: 364,368 shares; 2025Q4: 386,955 shares; 2026Q1: 408,205 shares; 2026Q2: 466,197 shares 466,197 $11.7M 2.53% +57,992 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: 28,374 shares; 2024Q4: 28,548 shares; 2025Q1: 29,684 shares; 2025Q2: 30,289 shares; 2025Q3: 32,770 shares; 2025Q4: 33,760 shares; 2026Q1: 35,230 shares; 2026Q2: 35,372 shares 35,372 $10.2M 2.21% +142 Timeline LMBS 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: 9,408 shares; 2024Q4: 23,192 shares; 2025Q1: 35,865 shares; 2025Q2: 82,836 shares; 2025Q3: 126,788 shares; 2025Q4: 131,790 shares; 2026Q1: 250,985 shares; 2026Q2: 175,229 shares 175,229 $8.72M 1.88% -75,756 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: 212,633 shares; 2024Q4: 103,644 shares; 2025Q1: 111,170 shares; 2025Q2: 130,380 shares; 2025Q3: 135,559 shares; 2025Q4: 145,552 shares; 2026Q1: 142,670 shares; 2026Q2: 141,742 shares 141,742 $8.62M 1.86% -928 Timeline RDVY 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: 3,418 shares; 2024Q4: 5,121 shares; 2025Q1: 17,673 shares; 2025Q2: 33,489 shares; 2025Q3: 47,778 shares; 2025Q4: 53,091 shares; 2026Q1: 97,800 shares; 2026Q2: 100,232 shares 100,232 $8.13M 1.75% +2,432 Timeline FTGS 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: 12,841 shares; 2024Q4: 18,672 shares; 2025Q1: 42,265 shares; 2025Q2: 72,133 shares; 2025Q3: 109,716 shares; 2025Q4: 124,840 shares; 2026Q1: 216,767 shares; 2026Q2: 214,430 shares 214,430 $7.93M 1.71% -2,337 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,687 shares; 2025Q2: 69,930 shares; 2025Q3: 105,920 shares; 2025Q4: 113,258 shares; 2026Q1: 160,220 shares; 2026Q2: 174,146 shares 174,146 $7.07M 1.53% +13,926 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: 1,417 shares; 2024Q4: 2,041 shares; 2025Q1: 3,472 shares; 2025Q2: 6,748 shares; 2025Q3: 11,401 shares; 2025Q4: 12,803 shares; 2026Q1: 24,383 shares; 2026Q2: 23,126 shares 23,126 $7.01M 1.51% -1,257 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: 3,847 shares; 2025Q1: 8,181 shares; 2025Q2: 17,022 shares; 2025Q3: 25,694 shares; 2025Q4: 28,477 shares; 2026Q1: 62,274 shares; 2026Q2: 68,419 shares 68,419 $6.59M 1.42% +6,145 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: 22,313 shares; 2024Q4: 22,751 shares; 2025Q1: 24,446 shares; 2025Q2: 25,432 shares; 2025Q3: 27,031 shares; 2025Q4: 28,714 shares; 2026Q1: 30,815 shares; 2026Q2: 30,399 shares 30,399 $6.08M 1.31% -416 Timeline LGOV 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: 24,037 shares; 2024Q4: 52,343 shares; 2025Q1: 58,967 shares; 2025Q2: 123,416 shares; 2025Q3: 187,887 shares; 2025Q4: 188,773 shares; 2026Q1: 394,494 shares; 2026Q2: 261,399 shares 261,399 $5.59M 1.21% -133,095 Timeline MDYG 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: 10,856 shares; 2024Q4: 11,700 shares; 2025Q1: 14,429 shares; 2025Q2: 18,853 shares; 2025Q3: 25,779 shares; 2025Q4: 28,827 shares; 2026Q1: 43,666 shares; 2026Q2: 40,215 shares 40,215 $4.51M 0.97% -3,451 Timeline WCMI 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: not reported; 2026Q1: not reported; 2026Q2: 227,057 shares 227,057 $4.44M 0.96% new Timeline AVEM 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: 4,269 shares; 2025Q2: 17,998 shares; 2025Q3: 26,705 shares; 2025Q4: 27,951 shares; 2026Q1: 39,347 shares; 2026Q2: 39,256 shares 39,256 $3.79M 0.82% -91 Timeline AVUV 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: 3,610 shares; 2025Q2: 7,597 shares; 2025Q3: 11,413 shares; 2025Q4: 12,695 shares; 2026Q1: 26,560 shares; 2026Q2: 28,680 shares 28,680 $3.58M 0.77% +2,120 Timeline FLRG 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: 69,168 shares; 2024Q4: 69,595 shares; 2025Q1: 74,512 shares; 2025Q2: 79,585 shares; 2025Q3: 82,248 shares; 2025Q4: 85,632 shares; 2026Q1: 84,476 shares; 2026Q2: 83,823 shares 83,823 $3.44M 0.74% -653 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: 4,870 shares; 2024Q4: 5,099 shares; 2025Q1: 5,766 shares; 2025Q2: 5,588 shares; 2025Q3: 6,357 shares; 2025Q4: 6,903 shares; 2026Q1: 8,648 shares; 2026Q2: 9,128 shares 9,128 $3.41M 0.74% +480 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,230 shares; 2024Q4: 29,644 shares; 2025Q1: 38,570 shares; 2025Q2: 30,960 shares; 2025Q3: 32,009 shares; 2025Q4: 33,418 shares; 2026Q1: 34,274 shares; 2026Q2: 34,392 shares 34,392 $3.25M 0.7% +118 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,025 shares; 2024Q4: 26,374 shares; 2025Q1: 27,923 shares; 2025Q2: 24,621 shares; 2025Q3: 25,476 shares; 2025Q4: 26,615 shares; 2026Q1: 27,478 shares; 2026Q2: 27,566 shares 27,566 $3.24M 0.7% +88 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: 102,886 shares; 2025Q3: 106,909 shares; 2025Q4: 115,009 shares; 2026Q1: 118,458 shares; 2026Q2: 119,269 shares 119,269 $3.16M 0.68% +811 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: 8,395 shares; 2024Q4: 8,464 shares; 2025Q1: 8,236 shares; 2025Q2: 7,757 shares; 2025Q3: 7,896 shares; 2025Q4: 8,366 shares; 2026Q1: 8,396 shares; 2026Q2: 8,342 shares 8,342 $3.07M 0.66% -54 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: 6,024 shares; 2024Q4: 5,877 shares; 2025Q1: 6,433 shares; 2025Q2: 8,245 shares; 2025Q3: 9,981 shares; 2025Q4: 10,494 shares; 2026Q1: 11,334 shares; 2026Q2: 11,525 shares 11,525 $2.75M 0.59% +191 Timeline SCIO 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: not reported; 2026Q1: not reported; 2026Q2: 118,426 shares 118,426 $2.45M 0.53% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,724 shares; 2024Q4: 54,878 shares; 2025Q1: 53,788 shares; 2025Q2: 52,034 shares; 2025Q3: 52,511 shares; 2025Q4: 52,211 shares; 2026Q1: 44,791 shares; 2026Q2: 44,405 shares 44,405 $2.37M 0.51% -386 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: 9,932 shares; 2024Q4: 9,987 shares; 2025Q1: 9,901 shares; 2025Q2: 9,406 shares; 2025Q3: 9,498 shares; 2025Q4: 9,543 shares; 2026Q1: 10,462 shares; 2026Q2: 8,351 shares 8,351 $2.35M 0.51% -2,111 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: 3,888 shares; 2024Q4: 3,919 shares; 2025Q1: 4,394 shares; 2025Q2: 4,727 shares; 2025Q3: 5,773 shares; 2025Q4: 6,353 shares; 2026Q1: 6,006 shares; 2026Q2: 6,293 shares 6,293 $2.25M 0.49% +287 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: not reported; 2025Q1: not reported; 2025Q2: 2,610 shares; 2025Q3: 2,879 shares; 2025Q4: 2,893 shares; 2026Q1: 1,971 shares; 2026Q2: 1,943 shares 1,943 $2.24M 0.48% -28 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,685 shares; 2024Q4: 43,356 shares; 2025Q1: 53,352 shares; 2025Q2: 80,421 shares; 2025Q3: 83,830 shares; 2025Q4: 90,438 shares; 2026Q1: 98,145 shares; 2026Q2: 99,052 shares 99,052 $2.09M 0.45% +907 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: 2,149 shares; 2024Q4: 2,191 shares; 2025Q1: 2,413 shares; 2025Q2: 2,891 shares; 2025Q3: 3,079 shares; 2025Q4: 3,225 shares; 2026Q1: 3,693 shares; 2026Q2: 3,629 shares 3,629 $2.04M 0.44% -64 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: 2,430 shares; 2024Q4: 2,765 shares; 2025Q1: 2,987 shares; 2025Q2: 3,479 shares; 2025Q3: 4,316 shares; 2025Q4: 4,788 shares; 2026Q1: 4,664 shares; 2026Q2: 5,004 shares 5,004 $1.89M 0.41% +340 Timeline ILDR 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: not reported; 2026Q2: 46,783 shares 46,783 $1.84M 0.4% new Timeline AVSC 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: 17,437 shares; 2024Q4: 17,563 shares; 2025Q1: 18,946 shares; 2025Q2: 24,127 shares; 2025Q3: 24,826 shares; 2025Q4: 25,044 shares; 2026Q1: 24,254 shares; 2026Q2: 23,737 shares 23,737 $1.74M 0.38% -517 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: 1,357 shares; 2024Q4: not reported; 2025Q1: 2,106 shares; 2025Q2: 2,200 shares; 2025Q3: 2,553 shares; 2025Q4: 2,521 shares; 2026Q1: 3,293 shares; 2026Q2: 2,938 shares 2,938 $1.71M 0.37% -355 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: 13,221 shares; 2024Q4: 13,173 shares; 2025Q1: 13,929 shares; 2025Q2: 14,436 shares; 2025Q3: 14,707 shares; 2025Q4: 14,752 shares; 2026Q1: 14,562 shares; 2026Q2: 14,347 shares 14,347 $1.58M 0.34% -215 Timeline CLOA 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: 15,373 shares; 2025Q1: 19,642 shares; 2025Q2: 25,934 shares; 2025Q3: 26,877 shares; 2025Q4: 28,437 shares; 2026Q1: 29,275 shares; 2026Q2: 29,369 shares 29,369 $1.52M 0.33% +94 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: 1,333 shares; 2024Q4: 1,348 shares; 2025Q1: 1,941 shares; 2025Q2: 2,176 shares; 2025Q3: 2,467 shares; 2025Q4: 2,870 shares; 2026Q1: 3,393 shares; 2026Q2: 3,470 shares 3,470 $1.46M 0.32% +77 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 15,300 shares 15,300 $1.45M 0.31% new 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: 2,943 shares; 2024Q4: 2,942 shares; 2025Q1: 2,943 shares; 2025Q2: 5,185 shares; 2025Q3: 5,518 shares; 2025Q4: 6,094 shares; 2026Q1: 11,252 shares; 2026Q2: 12,574 shares 12,574 $1.42M 0.31% +1,322 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: 2,127 shares; 2025Q3: 2,515 shares; 2025Q4: 2,759 shares; 2026Q1: 1,885 shares; 2026Q2: 1,858 shares 1,858 $1.34M 0.29% -27 Timeline FICS 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: 13,826 shares; 2025Q2: 58,879 shares; 2025Q3: 91,135 shares; 2025Q4: 98,851 shares; 2026Q1: 146,665 shares; 2026Q2: 32,064 shares 32,064 $1.34M 0.29% -114,601 Timeline BRK-B 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: 2,405 shares; 2024Q4: 2,373 shares; 2025Q1: 2,460 shares; 2025Q2: 2,453 shares; 2025Q3: 2,968 shares; 2025Q4: 3,122 shares; 2026Q1: 2,862 shares; 2026Q2: 2,661 shares 2,661 $1.33M 0.29% -201 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: 4,261 shares; 2024Q4: 4,734 shares; 2025Q1: 2,766 shares; 2025Q2: 3,480 shares; 2025Q3: 3,859 shares; 2025Q4: 4,083 shares; 2026Q1: not reported; 2026Q2: 11,827 shares 11,827 $1.3M 0.28% new 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: 8,436 shares; 2025Q3: 8,936 shares; 2025Q4: 9,322 shares; 2026Q1: 11,812 shares; 2026Q2: 10,831 shares 10,831 $1.23M 0.27% -981 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,510 shares; 2025Q4: 1,821 shares; 2026Q1: 2,775 shares; 2026Q2: 2,823 shares 2,823 $1.22M 0.26% +48 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: 6,719 shares; 2024Q4: 6,633 shares; 2025Q1: 7,465 shares; 2025Q2: 8,012 shares; 2025Q3: 10,095 shares; 2025Q4: 11,130 shares; 2026Q1: 11,644 shares; 2026Q2: 10,137 shares 10,137 $1.19M 0.26% -1,507 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,038 shares; 2024Q4: 4,297 shares; 2025Q1: 4,739 shares; 2025Q2: 6,403 shares; 2025Q3: 6,952 shares; 2025Q4: 7,258 shares; 2026Q1: 8,692 shares; 2026Q2: 10,771 shares 10,771 $1.16M 0.25% +2,079 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: 22,128 shares; 2024Q4: 24,618 shares; 2025Q1: 22,030 shares; 2025Q2: 35,845 shares; 2025Q3: 38,064 shares; 2025Q4: 39,225 shares; 2026Q1: 45,437 shares; 2026Q2: 47,757 shares 47,757 $1.15M 0.25% +2,320 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,338 shares; 2024Q4: 5,615 shares; 2025Q1: 6,508 shares; 2025Q2: 6,355 shares; 2025Q3: 6,535 shares; 2025Q4: 6,678 shares; 2026Q1: 6,845 shares; 2026Q2: 7,203 shares 7,203 $1.1M 0.24% +358 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,886 shares 18,886 $1.09M 0.24% new 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: 5,312 shares; 2024Q4: 5,450 shares; 2025Q1: 6,091 shares; 2025Q2: 5,730 shares; 2025Q3: 6,712 shares; 2025Q4: 7,081 shares; 2026Q1: 7,693 shares; 2026Q2: 12,506 shares 12,506 $1.09M 0.23% +4,813 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: 17,512 shares; 2024Q4: 19,954 shares; 2025Q1: 21,924 shares; 2025Q2: 23,052 shares; 2025Q3: 23,832 shares; 2025Q4: 24,772 shares; 2026Q1: 24,583 shares; 2026Q2: 25,002 shares 25,002 $1.06M 0.23% +419 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: 16,442 shares; 2024Q4: 17,508 shares; 2025Q1: 21,450 shares; 2025Q2: 18,484 shares; 2025Q3: 18,841 shares; 2025Q4: 19,652 shares; 2026Q1: 12,734 shares; 2026Q2: 14,578 shares 14,578 $1.05M 0.23% +1,844 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: 5,453 shares; 2024Q4: 3,948 shares; 2025Q1: 4,180 shares; 2025Q2: 6,602 shares; 2025Q3: 7,136 shares; 2025Q4: 7,344 shares; 2026Q1: 1,867 shares; 2026Q2: 6,308 shares 6,308 $1.05M 0.23% +4,441 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,650 shares; 2026Q1: 10,087 shares; 2026Q2: 42,156 shares 42,156 $1.03M 0.22% +32,069 Timeline SGOV 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: 5,901 shares; 2026Q1: 10,773 shares; 2026Q2: 10,220 shares 10,220 $1.03M 0.22% -553 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,483 shares; 2024Q4: 8,242 shares; 2025Q1: 9,401 shares; 2025Q2: 8,873 shares; 2025Q3: 9,426 shares; 2025Q4: 9,736 shares; 2026Q1: 10,397 shares; 2026Q2: 13,320 shares 13,320 $1.02M 0.22% +2,923 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 4,196 shares 4,196 $1000K 0.22% new 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: 4,272 shares; 2024Q4: 4,807 shares; 2025Q1: 6,014 shares; 2025Q2: 5,186 shares; 2025Q3: 5,422 shares; 2025Q4: 5,417 shares; 2026Q1: 6,223 shares; 2026Q2: 7,151 shares 7,151 $978K 0.21% +928 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,760 shares; 2025Q3: 10,359 shares; 2025Q4: 10,566 shares; 2026Q1: not reported; 2026Q2: 27,662 shares 27,662 $963K 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,581 shares; 2026Q1: 8,221 shares; 2026Q2: 6,629 shares 6,629 $926K 0.2% -1,592 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,970 shares; 2024Q4: 51,104 shares; 2025Q1: 52,766 shares; 2025Q2: 77,224 shares; 2025Q3: 81,730 shares; 2025Q4: 80,879 shares; 2026Q1: 96,335 shares; 2026Q2: 65,521 shares 65,521 $911K 0.2% -30,814 Timeline SDVY 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: 9,057 shares; 2025Q2: 15,862 shares; 2025Q3: 20,314 shares; 2025Q4: 24,004 shares; 2026Q1: 28,066 shares; 2026Q2: 20,144 shares 20,144 $869K 0.19% -7,922 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,595 shares; 2024Q4: 10,153 shares; 2025Q1: 12,598 shares; 2025Q2: 18,041 shares; 2025Q3: 19,122 shares; 2025Q4: 19,640 shares; 2026Q1: 22,184 shares; 2026Q2: 39,576 shares 39,576 $868K 0.19% +17,392 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,996 shares; 2024Q4: 40,275 shares; 2025Q1: 40,370 shares; 2025Q2: 42,754 shares; 2025Q3: 44,462 shares; 2025Q4: 44,986 shares; 2026Q1: 53,191 shares; 2026Q2: 37,441 shares 37,441 $863K 0.19% -15,750 Timeline TGT TARGET CORP More: the full row for TARGET 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: 6,607 shares 6,607 $863K 0.19% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,147 shares; 2025Q3: 12,002 shares; 2025Q4: 12,470 shares; 2026Q1: not reported; 2026Q2: 18,222 shares 18,222 $843K 0.18% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,441 shares; 2024Q4: 3,931 shares; 2025Q1: 4,497 shares; 2025Q2: 5,183 shares; 2025Q3: 5,759 shares; 2025Q4: 6,060 shares; 2026Q1: 7,252 shares; 2026Q2: 7,806 shares 7,806 $841K 0.18% +554 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 732 shares; 2024Q4: 754 shares; 2025Q1: 776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,019 shares 2,019 $841K 0.18% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,623 shares; 2024Q4: 19,552 shares; 2025Q1: 15,673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,621 shares 17,621 $838K 0.18% 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: 11,462 shares; 2024Q4: 12,370 shares; 2025Q1: 15,179 shares; 2025Q2: 14,547 shares; 2025Q3: 15,380 shares; 2025Q4: 15,444 shares; 2026Q1: 18,277 shares; 2026Q2: 13,799 shares 13,799 $833K 0.18% -4,478 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: 7,639 shares; 2024Q4: 8,532 shares; 2025Q1: 10,185 shares; 2025Q2: 10,795 shares; 2025Q3: 11,794 shares; 2025Q4: 12,373 shares; 2026Q1: 14,708 shares; 2026Q2: 12,154 shares 12,154 $830K 0.18% -2,554 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: 40,267 shares; 2024Q4: 42,360 shares; 2025Q1: 41,791 shares; 2025Q2: 44,286 shares; 2025Q3: 46,068 shares; 2025Q4: 46,603 shares; 2026Q1: 52,242 shares; 2026Q2: 46,137 shares 46,137 $818K 0.18% -6,105 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,046 shares; 2025Q3: 8,580 shares; 2025Q4: 8,893 shares; 2026Q1: 10,395 shares; 2026Q2: 11,274 shares 11,274 $815K 0.18% +879 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: 1,764 shares; 2024Q4: 1,968 shares; 2025Q1: 2,165 shares; 2025Q2: 2,009 shares; 2025Q3: 2,235 shares; 2025Q4: 2,284 shares; 2026Q1: 3,428 shares; 2026Q2: 3,173 shares 3,173 $806K 0.17% -255 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: 813 shares; 2024Q4: 831 shares; 2025Q1: 898 shares; 2025Q2: 963 shares; 2025Q3: 1,123 shares; 2025Q4: 1,092 shares; 2026Q1: 811 shares; 2026Q2: 858 shares 858 $802K 0.17% +47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,481 shares; 2025Q3: 11,192 shares; 2025Q4: 13,497 shares; 2026Q1: 15,522 shares; 2026Q2: 17,189 shares 17,189 $801K 0.17% +1,667 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,181 shares; 2024Q4: 5,042 shares; 2025Q1: 5,265 shares; 2025Q2: 11,089 shares; 2025Q3: 11,686 shares; 2025Q4: 12,376 shares; 2026Q1: 13,708 shares; 2026Q2: 15,196 shares 15,196 $800K 0.17% +1,488 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: 1,264 shares; 2024Q4: 1,347 shares; 2025Q1: 1,539 shares; 2025Q2: 1,656 shares; 2025Q3: 2,008 shares; 2025Q4: 2,020 shares; 2026Q1: 2,101 shares; 2026Q2: 2,160 shares 2,160 $782K 0.17% +59 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,810 shares; 2025Q3: 13,099 shares; 2025Q4: 13,250 shares; 2026Q1: not reported; 2026Q2: 18,989 shares 18,989 $777K 0.17% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,433 shares; 2024Q4: 7,087 shares; 2025Q1: 9,238 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,097 shares 10,097 $770K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,516 shares; 2025Q3: 7,852 shares; 2025Q4: 7,611 shares; 2026Q1: 9,692 shares; 2026Q2: 7,391 shares 7,391 $765K 0.17% -2,301 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: 8,120 shares; 2024Q4: 8,827 shares; 2025Q1: 11,461 shares; 2025Q2: 11,595 shares; 2025Q3: 12,102 shares; 2025Q4: 12,519 shares; 2026Q1: 13,218 shares; 2026Q2: 15,558 shares 15,558 $757K 0.16% +2,340 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,905 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,840 shares; 2025Q3: 4,138 shares; 2025Q4: 4,349 shares; 2026Q1: 5,290 shares; 2026Q2: 6,366 shares 6,366 $751K 0.16% +1,076 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,846 shares 8,846 $749K 0.16% new 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: 5,378 shares; 2024Q4: 5,943 shares; 2025Q1: 7,938 shares; 2025Q2: 13,047 shares; 2025Q3: 14,176 shares; 2025Q4: 14,476 shares; 2026Q1: 9,343 shares; 2026Q2: 10,015 shares 10,015 $746K 0.16% +672 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,816 shares; 2024Q4: 12,599 shares; 2025Q1: 16,272 shares; 2025Q2: 12,449 shares; 2025Q3: 12,782 shares; 2025Q4: 12,486 shares; 2026Q1: 15,895 shares; 2026Q2: 10,400 shares 10,400 $729K 0.16% -5,495 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,671 shares; 2024Q4: 3,997 shares; 2025Q1: 5,008 shares; 2025Q2: 4,894 shares; 2025Q3: 5,077 shares; 2025Q4: 5,226 shares; 2026Q1: 5,722 shares; 2026Q2: 6,188 shares 6,188 $723K 0.16% +466 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST 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: 4,789 shares; 2025Q3: 5,169 shares; 2025Q4: 5,505 shares; 2026Q1: 6,132 shares; 2026Q2: 6,629 shares 6,629 $709K 0.15% +497 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: 19,054 shares; 2024Q4: 20,176 shares; 2025Q1: 25,218 shares; 2025Q2: 25,468 shares; 2025Q3: 25,817 shares; 2025Q4: 25,813 shares; 2026Q1: 30,640 shares; 2026Q2: 23,431 shares 23,431 $708K 0.15% -7,209 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,448 shares 5,448 $707K 0.15% new 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: 10,915 shares; 2024Q4: 11,955 shares; 2025Q1: 14,365 shares; 2025Q2: 14,482 shares; 2025Q3: 15,038 shares; 2025Q4: 15,045 shares; 2026Q1: 17,473 shares; 2026Q2: 14,102 shares 14,102 $703K 0.15% -3,371 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: 12,512 shares; 2025Q3: 12,696 shares; 2025Q4: 12,695 shares; 2026Q1: 15,525 shares; 2026Q2: 9,007 shares 9,007 $688K 0.15% -6,518 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: 1,961 shares; 2024Q4: 1,905 shares; 2025Q1: 2,063 shares; 2025Q2: 1,999 shares; 2025Q3: 2,406 shares; 2025Q4: 2,410 shares; 2026Q1: 2,109 shares; 2026Q2: 2,084 shares 2,084 $682K 0.15% -25 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: 2,386 shares; 2024Q4: 3,010 shares; 2025Q1: not reported; 2025Q2: 3,826 shares; 2025Q3: 3,978 shares; 2025Q4: 3,983 shares; 2026Q1: 4,953 shares; 2026Q2: 2,586 shares 2,586 $674K 0.15% -2,367 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,080 shares; 2024Q4: 8,024 shares; 2025Q1: 10,305 shares; 2025Q2: 11,084 shares; 2025Q3: 11,154 shares; 2025Q4: 11,821 shares; 2026Q1: 11,742 shares; 2026Q2: 11,684 shares 11,684 $660K 0.14% -58 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: 11,678 shares; 2024Q4: 12,733 shares; 2025Q1: 15,678 shares; 2025Q2: 14,083 shares; 2025Q3: 14,814 shares; 2025Q4: 15,415 shares; 2026Q1: 16,514 shares; 2026Q2: 18,124 shares 18,124 $659K 0.14% +1,610 Timeline FNB F N B CORP More: the full row for F N B 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: 34,368 shares 34,368 $656K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,414 shares; 2025Q3: 6,904 shares; 2025Q4: 6,997 shares; 2026Q1: 9,002 shares; 2026Q2: 9,400 shares 9,400 $637K 0.14% +398 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: 3,952 shares; 2024Q4: 4,074 shares; 2025Q1: 4,311 shares; 2025Q2: 4,298 shares; 2025Q3: 4,582 shares; 2025Q4: 4,705 shares; 2026Q1: 4,367 shares; 2026Q2: 4,304 shares 4,304 $631K 0.14% -63 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: 35,191 shares; 2024Q4: 35,468 shares; 2025Q1: 41,240 shares; 2025Q2: 34,106 shares; 2025Q3: 31,557 shares; 2025Q4: 33,218 shares; 2026Q1: 33,543 shares; 2026Q2: 30,125 shares 30,125 $624K 0.13% -3,418 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: 5,892 shares; 2024Q4: 6,183 shares; 2025Q1: 6,847 shares; 2025Q2: 6,890 shares; 2025Q3: 7,561 shares; 2025Q4: 7,848 shares; 2026Q1: 8,562 shares; 2026Q2: 4,387 shares 4,387 $600K 0.13% -4,175 Timeline GDX 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: 10,288 shares; 2024Q4: 10,576 shares; 2025Q1: 10,223 shares; 2025Q2: 9,517 shares; 2025Q3: 9,473 shares; 2025Q4: 9,267 shares; 2026Q1: 8,210 shares; 2026Q2: 7,903 shares 7,903 $596K 0.13% -307 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,433 shares; 2024Q4: 5,022 shares; 2025Q1: 6,054 shares; 2025Q2: 7,571 shares; 2025Q3: 8,328 shares; 2025Q4: 8,758 shares; 2026Q1: 9,249 shares; 2026Q2: 8,061 shares 8,061 $587K 0.13% -1,188 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: 2,198 shares; 2024Q4: 2,029 shares; 2025Q1: 2,109 shares; 2025Q2: 2,044 shares; 2025Q3: 2,089 shares; 2025Q4: 2,117 shares; 2026Q1: 2,254 shares; 2026Q2: 2,331 shares 2,331 $587K 0.13% +77 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: 460 shares; 2024Q4: 441 shares; 2025Q1: 445 shares; 2025Q2: 445 shares; 2025Q3: 459 shares; 2025Q4: 479 shares; 2026Q1: 599 shares; 2026Q2: 824 shares 824 $566K 0.12% +225 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,626 shares; 2025Q4: 1,772 shares; 2026Q1: 1,610 shares; 2026Q2: 1,633 shares 1,633 $560K 0.12% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 161 shares; 2025Q3: 258 shares; 2025Q4: 2,677 shares; 2026Q1: 4,377 shares; 2026Q2: 7,737 shares 7,737 $552K 0.12% +3,360 Timeline FIDU 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: 5,085 shares; 2024Q4: 5,120 shares; 2025Q1: 5,526 shares; 2025Q2: 5,134 shares; 2025Q3: 5,407 shares; 2025Q4: 5,729 shares; 2026Q1: 5,546 shares; 2026Q2: 5,436 shares 5,436 $541K 0.12% -110 Timeline FDIS 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: 4,262 shares; 2024Q4: 4,397 shares; 2025Q1: 4,741 shares; 2025Q2: 4,664 shares; 2025Q3: 4,904 shares; 2025Q4: 5,180 shares; 2026Q1: 5,221 shares; 2026Q2: 5,181 shares 5,181 $533K 0.12% -40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,877 shares; 2025Q3: 2,303 shares; 2025Q4: 3,078 shares; 2026Q1: 4,099 shares; 2026Q2: 4,567 shares 4,567 $533K 0.12% +468 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 16,139 shares 16,139 $526K 0.11% new 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: 2,339 shares; 2026Q2: 1,736 shares 1,736 $517K 0.11% -603 Timeline FHLC 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: 6,710 shares; 2026Q2: 6,633 shares 6,633 $513K 0.11% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,187 shares; 2025Q3: 1,486 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,699 shares 1,699 $506K 0.11% new 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: 6,266 shares; 2024Q4: 6,542 shares; 2025Q1: 7,108 shares; 2025Q2: 6,636 shares; 2025Q3: 7,152 shares; 2025Q4: 7,644 shares; 2026Q1: 8,737 shares; 2026Q2: 8,624 shares 8,624 $504K 0.11% -113 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: 713 shares; 2024Q4: 677 shares; 2025Q1: 619 shares; 2025Q2: 654 shares; 2025Q3: 783 shares; 2025Q4: 718 shares; 2026Q1: 658 shares; 2026Q2: 672 shares 672 $502K 0.11% +14 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,662 shares; 2025Q4: 1,616 shares; 2026Q1: 1,489 shares; 2026Q2: 1,434 shares 1,434 $494K 0.11% -55 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: 8,357 shares; 2024Q4: 5,544 shares; 2025Q1: 4,634 shares; 2025Q2: 4,648 shares; 2025Q3: 5,549 shares; 2025Q4: 5,858 shares; 2026Q1: 5,676 shares; 2026Q2: 5,083 shares 5,083 $491K 0.11% -593 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: 4,271 shares; 2024Q4: 4,435 shares; 2025Q1: 5,621 shares; 2025Q2: 4,418 shares; 2025Q3: 4,773 shares; 2025Q4: 5,413 shares; 2026Q1: 6,719 shares; 2026Q2: 2,709 shares 2,709 $490K 0.11% -4,010 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: 2,205 shares; 2024Q4: 2,368 shares; 2025Q1: 2,611 shares; 2025Q2: 2,690 shares; 2025Q3: 2,911 shares; 2025Q4: 3,155 shares; 2026Q1: 3,782 shares; 2026Q2: 1,813 shares 1,813 $490K 0.11% -1,969 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE 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: 3,053 shares; 2025Q4: 3,789 shares; 2026Q1: 4,193 shares; 2026Q2: 5,023 shares 5,023 $483K 0.1% +830 Timeline XLC 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: 4,024 shares; 2024Q4: 3,869 shares; 2025Q1: 4,035 shares; 2025Q2: 4,136 shares; 2025Q3: 4,142 shares; 2025Q4: 4,349 shares; 2026Q1: 4,346 shares; 2026Q2: 4,211 shares 4,211 $451K 0.1% -135 Timeline MDYV 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: 3,914 shares; 2024Q4: 17,787 shares; 2025Q1: 4,387 shares; 2025Q2: 4,231 shares; 2025Q3: 4,496 shares; 2025Q4: 4,833 shares; 2026Q1: 4,770 shares; 2026Q2: 4,689 shares 4,689 $445K 0.1% -81 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: 488 shares; 2024Q4: 522 shares; 2025Q1: 491 shares; 2025Q2: 485 shares; 2025Q3: 507 shares; 2025Q4: 566 shares; 2026Q1: 847 shares; 2026Q2: 828 shares 828 $433K 0.09% -19 Timeline INTU INTUIT More: the full row for INTUIT 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: 689 shares; 2026Q2: 1,606 shares 1,606 $419K 0.09% +917 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,587 shares; 2024Q4: 17,245 shares; 2025Q1: 17,291 shares; 2025Q2: 17,346 shares; 2025Q3: 17,399 shares; 2025Q4: 17,457 shares; 2026Q1: 17,507 shares; 2026Q2: 17,556 shares 17,556 $409K 0.09% +49 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: 2,025 shares; 2024Q4: 1,980 shares; 2025Q1: 2,088 shares; 2025Q2: 2,181 shares; 2025Q3: 2,195 shares; 2025Q4: 2,316 shares; 2026Q1: 2,300 shares; 2026Q2: 2,206 shares 2,206 $409K 0.09% -94 Timeline XLE 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: 3,078 shares; 2024Q4: 3,087 shares; 2025Q1: 3,258 shares; 2025Q2: 3,439 shares; 2025Q3: 3,544 shares; 2025Q4: 7,715 shares; 2026Q1: 7,958 shares; 2026Q2: 7,614 shares 7,614 $404K 0.09% -344 Timeline AVXC 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: 8,758 shares; 2024Q4: 5,632 shares; 2025Q1: 4,878 shares; 2025Q2: 4,964 shares; 2025Q3: 5,911 shares; 2025Q4: 6,170 shares; 2026Q1: 5,492 shares; 2026Q2: 4,505 shares 4,505 $386K 0.08% -987 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: 454 shares; 2024Q4: 448 shares; 2025Q1: 470 shares; 2025Q2: 781 shares; 2025Q3: 902 shares; 2025Q4: 985 shares; 2026Q1: 720 shares; 2026Q2: 740 shares 740 $380K 0.08% +20 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 589 shares; 2025Q4: 610 shares; 2026Q1: 1,186 shares; 2026Q2: 1,190 shares 1,190 $375K 0.08% +4 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: 579 shares; 2024Q4: 577 shares; 2025Q1: 612 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 980 shares; 2026Q2: 993 shares 993 $350K 0.08% +13 Timeline FMAT 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: 4,377 shares; 2024Q4: 4,598 shares; 2025Q1: 5,089 shares; 2025Q2: 4,706 shares; 2025Q3: 5,019 shares; 2025Q4: 5,324 shares; 2026Q1: 5,851 shares; 2026Q2: 5,812 shares 5,812 $340K 0.07% -39 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: 6,188 shares; 2024Q4: 6,312 shares; 2025Q1: 6,761 shares; 2025Q2: 6,819 shares; 2025Q3: 7,515 shares; 2025Q4: 7,714 shares; 2026Q1: 5,917 shares; 2026Q2: 5,867 shares 5,867 $334K 0.07% -50 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 3,708 shares 3,708 $333K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,035 shares; 2025Q4: not reported; 2026Q1: 2,285 shares; 2026Q2: 2,239 shares 2,239 $328K 0.07% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares; 2025Q4: not reported; 2026Q1: 560 shares; 2026Q2: 630 shares 630 $327K 0.07% +70 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: 816 shares; 2024Q4: 826 shares; 2025Q1: 906 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768 shares; 2026Q2: 778 shares 778 $323K 0.07% +10 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,678 shares 1,678 $299K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,558 shares; 2025Q4: 1,814 shares; 2026Q1: not reported; 2026Q2: 1,605 shares 1,605 $297K 0.06% new Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 2,452 shares 2,452 $295K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 855 shares 855 $292K 0.06% new 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: 172 shares; 2026Q1: 207 shares; 2026Q2: 963 shares 963 $291K 0.06% +756 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: 3,659 shares; 2024Q4: 3,525 shares; 2025Q1: 3,805 shares; 2025Q2: 3,866 shares; 2025Q3: 3,957 shares; 2025Q4: 4,203 shares; 2026Q1: 3,483 shares; 2026Q2: 3,489 shares 3,489 $288K 0.06% +6 Timeline XLB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,830 shares; 2026Q2: 5,652 shares 5,652 $287K 0.06% -178 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 982 shares; 2025Q2: 953 shares; 2025Q3: 975 shares; 2025Q4: 1,012 shares; 2026Q1: 747 shares; 2026Q2: 723 shares 723 $283K 0.06% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 318 shares; 2026Q2: 260 shares 260 $277K 0.06% -58 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 720 shares 720 $270K 0.06% new 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: 301 shares; 2024Q4: 299 shares; 2025Q1: 318 shares; 2025Q2: 349 shares; 2025Q3: 366 shares; 2025Q4: 558 shares; 2026Q1: not reported; 2026Q2: 224 shares 224 $269K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,555 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,542 shares 1,542 $262K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,077 shares; 2026Q2: 1,834 shares 1,834 $257K 0.06% -243 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,046 shares; 2026Q1: 5,899 shares; 2026Q2: 5,702 shares 5,702 $251K 0.05% -197 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,478 shares; 2025Q3: 8,478 shares; 2025Q4: 8,478 shares; 2026Q1: 8,478 shares; 2026Q2: 8,478 shares 8,478 $250K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 339 shares; 2025Q4: 342 shares; 2026Q1: not reported; 2026Q2: 334 shares 334 $246K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $246K 0.05% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,382 shares 1,382 $236K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,049 shares 1,049 $235K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,984 shares; 2026Q2: 4,016 shares 4,016 $231K 0.05% +32 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: 4,326 shares; 2024Q4: 4,852 shares; 2025Q1: 5,254 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,158 shares; 2026Q1: 1,937 shares; 2026Q2: 1,798 shares 1,798 $231K 0.05% -139 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 4,213 shares 4,213 $225K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 463 shares 463 $221K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,598 shares 1,598 $220K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 913 shares; 2025Q4: not reported; 2026Q1: 1,163 shares; 2026Q2: 1,270 shares 1,270 $213K 0.05% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,089 shares; 2026Q2: 1,117 shares 1,117 $212K 0.05% +28 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: not reported; 2026Q2: 1,656 shares 1,656 $209K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,397 shares; 2025Q3: 3,054 shares; 2025Q4: 3,059 shares; 2026Q1: 2,099 shares; 2026Q2: 2,172 shares 2,172 $209K 0.05% +73 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,170 shares; 2026Q1: not reported; 2026Q2: 6,173 shares 6,173 $209K 0.05% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 995 shares 995 $208K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 940 shares 940 $203K 0.04% new Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,537 shares; 2024Q4: 13,736 shares; 2025Q1: 13,944 shares; 2025Q2: 14,166 shares; 2025Q3: 14,389 shares; 2025Q4: 14,613 shares; 2026Q1: 14,842 shares; 2026Q2: 15,072 shares 15,072 $150K 0.03% +230 Timeline NEOV NEOVOLTA INC More: the full row for NEOVOLTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,100 shares; 2026Q2: 10,100 shares 10,100 $31.8K 0.01% 0 Timeline