AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,638,011 shares; 2024Q4: 6,569,692 shares; 2025Q1: 6,569,821 shares; 2025Q2: 6,544,894 shares; 2025Q3: 6,637,298 shares; 2025Q4: 9,416,666 shares; 2026Q1: 11,944,494 shares; 2026Q2: 11,601,822 shares 11,601,822 $3.36B 42.18% -342,672 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: 654,607 shares; 2024Q4: 682,193 shares; 2025Q1: 734,631 shares; 2025Q2: 734,726 shares; 2025Q3: 757,543 shares; 2025Q4: 864,965 shares; 2026Q1: 1,088,898 shares; 2026Q2: 1,091,958 shares 1,091,958 $818M 10.27% +3,060 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: 1,288,378 shares; 2024Q4: 1,288,557 shares; 2025Q1: 1,288,458 shares; 2025Q2: 1,287,223 shares; 2025Q3: 1,287,223 shares; 2025Q4: 1,363,473 shares; 2026Q1: 1,363,473 shares; 2026Q2: 5,453,892 shares 5,453,892 $677M 8.51% +4,090,419 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: 778,477 shares; 2024Q4: 750,918 shares; 2025Q1: 728,487 shares; 2025Q2: 717,427 shares; 2025Q3: 724,679 shares; 2025Q4: 828,824 shares; 2026Q1: 830,249 shares; 2026Q2: 826,346 shares 826,346 $617M 7.75% -3,903 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: 4,289,155 shares; 2024Q4: 4,289,155 shares; 2025Q1: 4,251,767 shares; 2025Q2: 4,237,099 shares; 2025Q3: 4,242,363 shares; 2025Q4: 4,614,881 shares; 2026Q1: 4,587,095 shares; 2026Q2: 4,587,104 shares 4,587,104 $354M 4.44% +9 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: 2,115,922 shares; 2024Q4: 2,115,948 shares; 2025Q1: 2,101,139 shares; 2025Q2: 2,101,139 shares; 2025Q3: 2,103,593 shares; 2025Q4: 2,289,101 shares; 2026Q1: 2,289,104 shares; 2026Q2: 2,289,109 shares 2,289,109 $339M 4.27% +5 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: 110,433 shares; 2024Q4: 146,027 shares; 2025Q1: 146,947 shares; 2025Q2: 138,350 shares; 2025Q3: 144,043 shares; 2025Q4: 270,210 shares; 2026Q1: 276,504 shares; 2026Q2: 277,855 shares 277,855 $191M 2.4% +1,351 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: 607,358 shares; 2024Q4: 607,633 shares; 2025Q1: 607,633 shares; 2025Q2: 607,633 shares; 2025Q3: 607,633 shares; 2025Q4: 672,633 shares; 2026Q1: 672,670 shares; 2026Q2: 672,670 shares 672,670 $163M 2.05% 0 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: 85,866 shares; 2024Q4: 85,817 shares; 2025Q1: 85,817 shares; 2025Q2: 85,864 shares; 2025Q3: 85,895 shares; 2025Q4: 86,007 shares; 2026Q1: 86,374 shares; 2026Q2: 86,137 shares 86,137 $103M 1.3% -237 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: 280,845 shares; 2024Q4: 282,436 shares; 2025Q1: 273,832 shares; 2025Q2: 260,936 shares; 2025Q3: 259,546 shares; 2025Q4: 258,479 shares; 2026Q1: 259,122 shares; 2026Q2: 260,552 shares 260,552 $96.4M 1.21% +1,430 Timeline SCHB 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: 1,010,660 shares; 2024Q4: 3,027,213 shares; 2025Q1: 2,758,008 shares; 2025Q2: 2,721,147 shares; 2025Q3: 2,610,481 shares; 2025Q4: 2,611,861 shares; 2026Q1: 2,636,237 shares; 2026Q2: 2,635,156 shares 2,635,156 $76.3M 0.96% -1,081 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: 287,562 shares; 2024Q4: 288,366 shares; 2025Q1: 286,548 shares; 2025Q2: 283,048 shares; 2025Q3: 283,121 shares; 2025Q4: 284,627 shares; 2026Q1: 281,386 shares; 2026Q2: 275,218 shares 275,218 $65.6M 0.82% -6,168 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: 792,348 shares; 2024Q4: 792,245 shares; 2025Q1: 810,658 shares; 2025Q2: 815,118 shares; 2025Q3: 819,093 shares; 2025Q4: 819,093 shares; 2026Q1: 819,093 shares; 2026Q2: 819,093 shares 819,093 $61.8M 0.78% 0 Timeline GIND 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: 1,038,508 shares; 2026Q1: 1,950,179 shares; 2026Q2: 1,953,240 shares 1,953,240 $47.6M 0.6% +3,061 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: 837 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 43,129 shares; 2025Q3: 43,110 shares; 2025Q4: 43,176 shares; 2026Q1: 43,069 shares; 2026Q2: 343,949 shares 343,949 $41.1M 0.52% +300,880 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: 109,956 shares; 2024Q4: 108,907 shares; 2025Q1: 101,566 shares; 2025Q2: 106,211 shares; 2025Q3: 107,830 shares; 2025Q4: 108,306 shares; 2026Q1: 110,208 shares; 2026Q2: 108,470 shares 108,470 $40.5M 0.51% -1,738 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: 50,316 shares; 2024Q4: 52,204 shares; 2025Q1: 55,098 shares; 2025Q2: 46,060 shares; 2025Q3: 54,614 shares; 2025Q4: 58,091 shares; 2026Q1: 59,281 shares; 2026Q2: 52,792 shares 52,792 $38.9M 0.49% -6,489 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: 40,671 shares; 2024Q4: 40,671 shares; 2025Q1: 40,116 shares; 2025Q2: 38,886 shares; 2025Q3: 38,886 shares; 2025Q4: 87,586 shares; 2026Q1: 117,586 shares; 2026Q2: 117,586 shares 117,586 $35.6M 0.45% 0 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: 63,324 shares; 2024Q4: 82,543 shares; 2025Q1: 82,614 shares; 2025Q2: 78,103 shares; 2025Q3: 80,072 shares; 2025Q4: 80,435 shares; 2026Q1: 101,845 shares; 2026Q2: 96,343 shares 96,343 $34.4M 0.43% -5,502 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,610 shares; 2024Q4: 187,610 shares; 2025Q1: 187,610 shares; 2025Q2: 187,610 shares; 2025Q3: 187,610 shares; 2025Q4: 199,113 shares; 2026Q1: 199,113 shares; 2026Q2: 199,733 shares 199,733 $31.4M 0.39% +620 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: 314,096 shares; 2024Q4: 294,061 shares; 2025Q1: 294,061 shares; 2025Q2: 293,715 shares; 2025Q3: 297,757 shares; 2025Q4: 297,631 shares; 2026Q1: 297,775 shares; 2026Q2: 297,775 shares 297,775 $30.4M 0.38% 0 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: 77,972 shares; 2024Q4: 74,288 shares; 2025Q1: 74,177 shares; 2025Q2: 68,944 shares; 2025Q3: 76,483 shares; 2025Q4: 76,547 shares; 2026Q1: 79,259 shares; 2026Q2: 77,468 shares 77,468 $27.4M 0.34% -1,791 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294,600 shares; 2024Q4: 294,600 shares; 2025Q1: 294,600 shares; 2025Q2: 294,600 shares; 2025Q3: 294,600 shares; 2025Q4: 294,600 shares; 2026Q1: 294,600 shares; 2026Q2: 294,600 shares 294,600 $26.7M 0.33% 0 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: 58,094 shares; 2024Q4: 59,517 shares; 2025Q1: 60,533 shares; 2025Q2: 66,073 shares; 2025Q3: 68,534 shares; 2025Q4: 136,590 shares; 2026Q1: 139,159 shares; 2026Q2: 137,638 shares 137,638 $26.2M 0.33% -1,521 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: 75,165 shares; 2024Q4: 74,575 shares; 2025Q1: 73,445 shares; 2025Q2: 72,993 shares; 2025Q3: 73,754 shares; 2025Q4: 72,751 shares; 2026Q1: 74,900 shares; 2026Q2: 72,338 shares 72,338 $23.7M 0.3% -2,562 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: 186,063 shares; 2024Q4: 185,345 shares; 2025Q1: 181,150 shares; 2025Q2: 181,295 shares; 2025Q3: 162,231 shares; 2025Q4: 181,376 shares; 2026Q1: 177,287 shares; 2026Q2: 176,636 shares 176,636 $22.7M 0.29% -651 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: 553,041 shares; 2024Q4: 553,022 shares; 2025Q1: 553,046 shares; 2025Q2: 555,572 shares; 2025Q3: 556,063 shares; 2025Q4: 556,221 shares; 2026Q1: 557,501 shares; 2026Q2: 552,188 shares 552,188 $22.7M 0.28% -5,313 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: 32 shares; 2024Q4: 32 shares; 2025Q1: 32 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $21.7M 0.27% 0 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: 23,288 shares; 2024Q4: 23,418 shares; 2025Q1: 22,927 shares; 2025Q2: 23,326 shares; 2025Q3: 23,327 shares; 2025Q4: 20,577 shares; 2026Q1: 20,578 shares; 2026Q2: 20,585 shares 20,585 $20.8M 0.26% +7 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: 93,420 shares; 2024Q4: 83,996 shares; 2025Q1: 78,009 shares; 2025Q2: 94,351 shares; 2025Q3: 107,787 shares; 2025Q4: 106,792 shares; 2026Q1: 108,851 shares; 2026Q2: 101,098 shares 101,098 $20.2M 0.25% -7,753 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: 67,683 shares; 2024Q4: 67,300 shares; 2025Q1: 67,300 shares; 2025Q2: 67,300 shares; 2025Q3: 73,810 shares; 2025Q4: 75,877 shares; 2026Q1: 73,810 shares; 2026Q2: 73,810 shares 73,810 $17.5M 0.22% 0 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: 192,702 shares; 2026Q1: 192,702 shares; 2026Q2: 192,702 shares 192,702 $16.1M 0.2% 0 Timeline EWY 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: 76,117 shares; 2026Q2: 77,932 shares 77,932 $15.7M 0.2% +1,815 Timeline FEZ 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: 48,739 shares; 2024Q4: 36,208 shares; 2025Q1: 29,010 shares; 2025Q2: not reported; 2025Q3: 134,456 shares; 2025Q4: 134,771 shares; 2026Q1: 229,718 shares; 2026Q2: 220,720 shares 220,720 $15.2M 0.19% -8,998 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: 13,171 shares; 2024Q4: 13,909 shares; 2025Q1: 15,378 shares; 2025Q2: 15,706 shares; 2025Q3: 15,901 shares; 2025Q4: 15,449 shares; 2026Q1: 16,421 shares; 2026Q2: 17,992 shares 17,992 $13.7M 0.17% +1,571 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: 66,778 shares; 2024Q4: 66,796 shares; 2025Q1: 66,798 shares; 2025Q2: 66,810 shares; 2025Q3: 68,306 shares; 2025Q4: 68,426 shares; 2026Q1: 69,565 shares; 2026Q2: 69,555 shares 69,555 $13.2M 0.17% -10 Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND 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: 208,580 shares; 2026Q2: 233,594 shares 233,594 $12.5M 0.16% +25,014 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: 26,393 shares; 2024Q4: 26,378 shares; 2025Q1: 28,224 shares; 2025Q2: 30,298 shares; 2025Q3: 30,429 shares; 2025Q4: 32,439 shares; 2026Q1: 33,304 shares; 2026Q2: 33,026 shares 33,026 $12.2M 0.15% -278 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: 22,119 shares; 2024Q4: 22,119 shares; 2025Q1: 22,119 shares; 2025Q2: 22,119 shares; 2025Q3: 22,161 shares; 2025Q4: 22,161 shares; 2026Q1: 22,161 shares; 2026Q2: 22,161 shares 22,161 $9.45M 0.12% 0 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: 17,787 shares; 2025Q1: 20,296 shares; 2025Q2: 20,723 shares; 2025Q3: 19,479 shares; 2025Q4: 23,914 shares; 2026Q1: 19,329 shares; 2026Q2: 21,740 shares 21,740 $9.42M 0.12% +2,411 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: 104,574 shares; 2024Q4: 309,570 shares; 2025Q1: 310,300 shares; 2025Q2: 310,300 shares; 2025Q3: 310,300 shares; 2025Q4: 310,300 shares; 2026Q1: 310,300 shares; 2026Q2: 310,300 shares 310,300 $9.13M 0.11% 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: 27,421 shares; 2024Q4: 27,421 shares; 2025Q1: 26,221 shares; 2025Q2: 26,221 shares; 2025Q3: 29,887 shares; 2025Q4: 22,121 shares; 2026Q1: 22,128 shares; 2026Q2: 22,134 shares 22,134 $9.06M 0.11% +6 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: 17,300 shares; 2024Q4: 17,146 shares; 2025Q1: 17,206 shares; 2025Q2: 16,774 shares; 2025Q3: 17,130 shares; 2025Q4: 17,252 shares; 2026Q1: 18,449 shares; 2026Q2: 17,812 shares 17,812 $8.91M 0.11% -637 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: 84,345 shares; 2025Q2: 47,575 shares; 2025Q3: not reported; 2025Q4: 5,744 shares; 2026Q1: 41,176 shares; 2026Q2: 63,361 shares 63,361 $8.85M 0.11% +22,185 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: 80,369 shares; 2026Q2: 85,285 shares 85,285 $8.72M 0.11% +4,916 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: 27,224 shares; 2024Q4: 24,914 shares; 2025Q1: 14,753 shares; 2025Q2: 19,126 shares; 2025Q3: 19,313 shares; 2025Q4: 18,662 shares; 2026Q1: 18,703 shares; 2026Q2: 20,189 shares 20,189 $8.49M 0.11% +1,486 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: 13,622 shares; 2024Q4: 4,421 shares; 2025Q1: 4,239 shares; 2025Q2: 4,633 shares; 2025Q3: 11,058 shares; 2025Q4: 12,145 shares; 2026Q1: 12,660 shares; 2026Q2: 13,978 shares 13,978 $8.12M 0.1% +1,318 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: 14,823 shares; 2024Q4: 19,410 shares; 2025Q1: 15,779 shares; 2025Q2: 15,729 shares; 2025Q3: 17,433 shares; 2025Q4: 17,044 shares; 2026Q1: 20,686 shares; 2026Q2: 21,123 shares 21,123 $7.98M 0.1% +437 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: 89,400 shares; 2024Q4: 89,578 shares; 2025Q1: 83,473 shares; 2025Q2: 83,634 shares; 2025Q3: 87,172 shares; 2025Q4: 87,366 shares; 2026Q1: 87,501 shares; 2026Q2: 88,505 shares 88,505 $7.35M 0.09% +1,004 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: 5,628 shares; 2024Q4: 11,118 shares; 2025Q1: 11,203 shares; 2025Q2: 11,129 shares; 2025Q3: 11,129 shares; 2025Q4: 11,204 shares; 2026Q1: 13,928 shares; 2026Q2: 20,963 shares 20,963 $7.15M 0.09% +7,035 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: 17,516 shares; 2024Q4: 17,562 shares; 2025Q1: 16,282 shares; 2025Q2: 14,075 shares; 2025Q3: 13,742 shares; 2025Q4: 12,864 shares; 2026Q1: 14,348 shares; 2026Q2: 11,550 shares 11,550 $6.51M 0.08% -2,798 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,490 shares; 2024Q4: 67,881 shares; 2025Q1: 69,539 shares; 2025Q2: 66,489 shares; 2025Q3: 74,339 shares; 2025Q4: 143,703 shares; 2026Q1: 155,539 shares; 2026Q2: 151,599 shares 151,599 $6.49M 0.08% -3,940 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: 97,026 shares; 2024Q4: 80,761 shares; 2025Q1: 48,932 shares; 2025Q2: 47,680 shares; 2025Q3: 55,166 shares; 2025Q4: 54,888 shares; 2026Q1: 52,588 shares; 2026Q2: 54,200 shares 54,200 $6.32M 0.08% +1,612 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: 101,240 shares; 2024Q4: 99,910 shares; 2025Q1: 84,208 shares; 2025Q2: 72,506 shares; 2025Q3: 54,547 shares; 2025Q4: 54,547 shares; 2026Q1: 56,534 shares; 2026Q2: 66,361 shares 66,361 $5.5M 0.07% +9,827 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: 1,042 shares; 2024Q4: 587 shares; 2025Q1: 480 shares; 2025Q2: 1,151 shares; 2025Q3: 1,869 shares; 2025Q4: 1,918 shares; 2026Q1: 1,894 shares; 2026Q2: 2,677 shares 2,677 $5.33M 0.07% +783 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,061 shares; 2024Q4: 9,995 shares; 2025Q1: 16,338 shares; 2025Q2: 16,507 shares; 2025Q3: 16,507 shares; 2025Q4: 16,920 shares; 2026Q1: 18,431 shares; 2026Q2: 21,281 shares 21,281 $5.32M 0.07% +2,850 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: 44,000 shares; 2024Q4: 44,000 shares; 2025Q1: 44,000 shares; 2025Q2: 44,000 shares; 2025Q3: 44,000 shares; 2025Q4: 44,000 shares; 2026Q1: 44,000 shares; 2026Q2: 44,000 shares 44,000 $5.17M 0.06% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,601 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,581 shares; 2026Q2: 2,213 shares 2,213 $5.03M 0.06% +632 Timeline JTEK 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: 7,060 shares; 2024Q4: 7,060 shares; 2025Q1: 7,060 shares; 2025Q2: 7,060 shares; 2025Q3: 13,336 shares; 2025Q4: 25,907 shares; 2026Q1: 42,371 shares; 2026Q2: 44,109 shares 44,109 $4.92M 0.06% +1,738 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: 64,976 shares; 2024Q4: 64,976 shares; 2025Q1: 64,976 shares; 2025Q2: 64,974 shares; 2025Q3: 65,743 shares; 2025Q4: 65,831 shares; 2026Q1: 66,789 shares; 2026Q2: 65,799 shares 65,799 $4.83M 0.06% -990 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: 9,477 shares; 2024Q4: 9,477 shares; 2025Q1: 15,868 shares; 2025Q2: 15,236 shares; 2025Q3: 16,205 shares; 2025Q4: 16,095 shares; 2026Q1: 15,843 shares; 2026Q2: 15,881 shares 15,881 $4.81M 0.06% +38 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: 22,296 shares; 2024Q4: 29,460 shares; 2025Q1: 21,978 shares; 2025Q2: 17,643 shares; 2025Q3: 17,643 shares; 2025Q4: 17,954 shares; 2026Q1: 17,581 shares; 2026Q2: 15,957 shares 15,957 $4.77M 0.06% -1,624 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: 51,237 shares; 2024Q4: 51,237 shares; 2025Q1: 51,237 shares; 2025Q2: 51,237 shares; 2025Q3: 49,376 shares; 2025Q4: 49,376 shares; 2026Q1: 49,376 shares; 2026Q2: 49,376 shares 49,376 $4.76M 0.06% 0 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: 27,336 shares 27,336 $4.67M 0.06% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 2,920 shares; 2026Q1: 4,519 shares; 2026Q2: 5,320 shares 5,320 $4.56M 0.06% +801 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: 11,027 shares; 2024Q4: 7,543 shares; 2025Q1: 7,591 shares; 2025Q2: 7,214 shares; 2025Q3: 7,214 shares; 2025Q4: 5,870 shares; 2026Q1: 3,346 shares; 2026Q2: 3,953 shares 3,953 $4.56M 0.06% +607 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: 7,261 shares; 2024Q4: 7,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,711 shares; 2025Q4: 2,756 shares; 2026Q1: 2,756 shares; 2026Q2: 17,778 shares 17,778 $4.54M 0.06% +15,022 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: 20,187 shares; 2024Q4: 18,938 shares; 2025Q1: 16,423 shares; 2025Q2: 16,118 shares; 2025Q3: 17,288 shares; 2025Q4: 16,418 shares; 2026Q1: 9,759 shares; 2026Q2: 8,895 shares 8,895 $4.25M 0.05% -864 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: 24,897 shares; 2024Q4: 25,305 shares; 2025Q1: 32,644 shares; 2025Q2: 61,738 shares; 2025Q3: 48,151 shares; 2025Q4: 48,151 shares; 2026Q1: 48,151 shares; 2026Q2: 45,755 shares 45,755 $4.05M 0.05% -2,396 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,879 shares; 2024Q4: 42,285 shares; 2025Q1: 41,174 shares; 2025Q2: 41,174 shares; 2025Q3: 44,886 shares; 2025Q4: 23,249 shares; 2026Q1: 34,317 shares; 2026Q2: 42,358 shares 42,358 $4.01M 0.05% +8,041 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: 7,382 shares; 2024Q4: 7,168 shares; 2025Q1: 7,147 shares; 2025Q2: 7,146 shares; 2025Q3: 7,298 shares; 2025Q4: 7,392 shares; 2026Q1: 6,771 shares; 2026Q2: 7,627 shares 7,627 $3.92M 0.05% +856 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: 32,071 shares; 2024Q4: 34,510 shares; 2025Q1: 7,579 shares; 2025Q2: 6,749 shares; 2025Q3: 12,380 shares; 2025Q4: 13,165 shares; 2026Q1: 12,380 shares; 2026Q2: 12,380 shares 12,380 $3.72M 0.05% 0 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: 4,827 shares; 2024Q4: 4,782 shares; 2025Q1: 8,887 shares; 2025Q2: 13,879 shares; 2025Q3: 4,824 shares; 2025Q4: 5,072 shares; 2026Q1: 9,334 shares; 2026Q2: 12,131 shares 12,131 $3.62M 0.05% +2,797 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: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,641 shares; 2025Q2: 3,641 shares; 2025Q3: 3,635 shares; 2025Q4: 3,161 shares; 2026Q1: 3,191 shares; 2026Q2: 3,197 shares 3,197 $3.4M 0.04% +6 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: 40,538 shares; 2025Q1: 35,594 shares; 2025Q2: 31,255 shares; 2025Q3: 30,179 shares; 2025Q4: 23,944 shares; 2026Q1: 19,776 shares; 2026Q2: 19,124 shares 19,124 $3.25M 0.04% -652 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,276 shares; 2025Q1: 11,276 shares; 2025Q2: 10,970 shares; 2025Q3: 12,300 shares; 2025Q4: 13,467 shares; 2026Q1: 7,059 shares; 2026Q2: 6,592 shares 6,592 $3.23M 0.04% -467 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,738 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 6,384 shares; 2025Q4: 6,384 shares; 2026Q1: 15,733 shares; 2026Q2: 17,763 shares 17,763 $3.19M 0.04% +2,030 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 3,196 shares; 2025Q4: 6,206 shares; 2026Q1: 9,730 shares; 2026Q2: 13,023 shares 13,023 $3.19M 0.04% +3,293 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,796 shares; 2024Q4: 17,530 shares; 2025Q1: 24,446 shares; 2025Q2: 19,168 shares; 2025Q3: 19,847 shares; 2025Q4: 18,598 shares; 2026Q1: 19,281 shares; 2026Q2: 12,395 shares 12,395 $3.15M 0.04% -6,886 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2026Q2: 10,389 shares 10,389 $3.14M 0.04% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,083 shares; 2024Q4: 75,517 shares; 2025Q1: 40,690 shares; 2025Q2: 50,006 shares; 2025Q3: 40,449 shares; 2025Q4: 29,712 shares; 2026Q1: 27,200 shares; 2026Q2: 29,709 shares 29,709 $2.98M 0.04% +2,509 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: 10,374 shares; 2024Q4: 10,056 shares; 2025Q1: 9,804 shares; 2025Q2: 9,975 shares; 2025Q3: 10,619 shares; 2025Q4: 10,838 shares; 2026Q1: 11,511 shares; 2026Q2: 11,583 shares 11,583 $2.94M 0.04% +72 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,436 shares; 2025Q1: 12,360 shares; 2025Q2: 15,486 shares; 2025Q3: 12,019 shares; 2025Q4: 12,019 shares; 2026Q1: 12,071 shares; 2026Q2: 13,909 shares 13,909 $2.87M 0.04% +1,838 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: 26,296 shares; 2024Q4: 26,472 shares; 2025Q1: 25,517 shares; 2025Q2: 25,974 shares; 2025Q3: 19,386 shares; 2025Q4: 19,485 shares; 2026Q1: 19,465 shares; 2026Q2: 19,154 shares 19,154 $2.81M 0.04% -311 Timeline VGSH 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: 22,421 shares; 2024Q4: 22,421 shares; 2025Q1: 27,659 shares; 2025Q2: 39,019 shares; 2025Q3: 39,019 shares; 2025Q4: 44,109 shares; 2026Q1: 44,109 shares; 2026Q2: 45,479 shares 45,479 $2.65M 0.03% +1,370 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: 3,198 shares; 2024Q4: 3,191 shares; 2025Q1: 3,206 shares; 2025Q2: 3,800 shares; 2025Q3: 4,534 shares; 2025Q4: 4,623 shares; 2026Q1: 5,235 shares; 2026Q2: 5,226 shares 5,226 $2.62M 0.03% -9 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 5,963 shares; 2026Q2: 16,196 shares 16,196 $2.54M 0.03% +10,233 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: 34,775 shares; 2024Q4: 32,717 shares; 2025Q1: 25,656 shares; 2025Q2: 25,122 shares; 2025Q3: 26,305 shares; 2025Q4: 25,278 shares; 2026Q1: 18,834 shares; 2026Q2: 17,121 shares 17,121 $2.51M 0.03% -1,713 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,828 shares; 2024Q4: 13,873 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,433 shares; 2026Q2: 26,178 shares 26,178 $2.47M 0.03% +7,745 Timeline FN FABRINET More: the full row for FABRINET 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: 769 shares; 2026Q1: 3,172 shares; 2026Q2: 4,226 shares 4,226 $2.38M 0.03% +1,054 Timeline GFS GLOBALFOUNDRIES INC More: the full row for GLOBALFOUNDRIES 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: 18,908 shares; 2026Q2: 28,623 shares 28,623 $2.36M 0.03% +9,715 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: 32,510 shares; 2024Q4: 32,510 shares; 2025Q1: 32,510 shares; 2025Q2: 32,510 shares; 2025Q3: 32,851 shares; 2025Q4: 32,851 shares; 2026Q1: 33,305 shares; 2026Q2: 32,851 shares 32,851 $2.35M 0.03% -454 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: 5,105 shares; 2024Q4: 5,118 shares; 2025Q1: 4,182 shares; 2025Q2: 5,418 shares; 2025Q3: 5,964 shares; 2025Q4: 6,258 shares; 2026Q1: 6,270 shares; 2026Q2: 5,629 shares 5,629 $2.34M 0.03% -641 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: 4,912 shares; 2024Q4: 4,743 shares; 2025Q1: 4,767 shares; 2025Q2: 4,649 shares; 2025Q3: 6,797 shares; 2025Q4: 7,929 shares; 2026Q1: 8,543 shares; 2026Q2: 8,554 shares 8,554 $2.33M 0.03% +11 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: 10,147 shares; 2024Q4: 9,996 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,101 shares; 2025Q4: 10,101 shares; 2026Q1: 10,101 shares; 2026Q2: 10,101 shares 10,101 $2.2M 0.03% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,880 shares; 2024Q4: 33,377 shares; 2025Q1: 29,259 shares; 2025Q2: 26,050 shares; 2025Q3: 18,839 shares; 2025Q4: 21,256 shares; 2026Q1: 21,256 shares; 2026Q2: 23,342 shares 23,342 $2.18M 0.03% +2,086 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,886 shares; 2024Q4: 13,650 shares; 2025Q1: 15,699 shares; 2025Q2: 15,287 shares; 2025Q3: 14,173 shares; 2025Q4: 13,187 shares; 2026Q1: 6,433 shares; 2026Q2: 5,628 shares 5,628 $2.14M 0.03% -805 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: 5,910 shares; 2024Q4: 5,910 shares; 2025Q1: 4,750 shares; 2025Q2: 5,037 shares; 2025Q3: 4,837 shares; 2025Q4: 4,997 shares; 2026Q1: 6,107 shares; 2026Q2: 6,157 shares 6,157 $2.11M 0.03% +50 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 20,391 shares; 2025Q2: 14,986 shares; 2025Q3: 16,115 shares; 2025Q4: 16,115 shares; 2026Q1: 20,883 shares; 2026Q2: 23,813 shares 23,813 $2.06M 0.03% +2,930 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: 7,631 shares; 2024Q4: 7,631 shares; 2025Q1: 7,136 shares; 2025Q2: 7,118 shares; 2025Q3: 7,443 shares; 2025Q4: 7,526 shares; 2026Q1: 7,536 shares; 2026Q2: 7,541 shares 7,541 $2.04M 0.03% +5 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 722 shares; 2024Q4: 722 shares; 2025Q1: 802 shares; 2025Q2: 779 shares; 2025Q3: 835 shares; 2025Q4: 860 shares; 2026Q1: 1,103 shares; 2026Q2: 1,202 shares 1,202 $2.04M 0.03% +99 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 18,703 shares; 2026Q2: 23,364 shares 23,364 $2.01M 0.03% +4,661 Timeline JMST 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: 39,460 shares; 2025Q4: 39,460 shares; 2026Q1: 39,460 shares; 2026Q2: 39,460 shares 39,460 $2.01M 0.03% 0 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 42,090 shares 42,090 $2M 0.03% new 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: 2,392 shares; 2024Q4: 2,394 shares; 2025Q1: 2,403 shares; 2025Q2: 2,162 shares; 2025Q3: 2,200 shares; 2025Q4: 2,201 shares; 2026Q1: 3,015 shares; 2026Q2: 2,084 shares 2,084 $1.95M 0.02% -931 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: 33,163 shares; 2024Q4: 32,121 shares; 2025Q1: 28,700 shares; 2025Q2: 25,355 shares; 2025Q3: 23,785 shares; 2025Q4: 20,221 shares; 2026Q1: 20,355 shares; 2026Q2: 16,897 shares 16,897 $1.93M 0.02% -3,458 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: 7,174 shares; 2024Q4: 6,752 shares; 2025Q1: 7,491 shares; 2025Q2: 8,575 shares; 2025Q3: 11,070 shares; 2025Q4: 10,881 shares; 2026Q1: 16,325 shares; 2026Q2: 16,228 shares 16,228 $1.91M 0.02% -97 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: 7,098 shares; 2024Q4: 6,814 shares; 2025Q1: 6,699 shares; 2025Q2: 6,036 shares; 2025Q3: 5,766 shares; 2025Q4: 47,940 shares; 2026Q1: 45,133 shares; 2026Q2: 26,384 shares 26,384 $1.88M 0.02% -18,749 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,360 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,214 shares; 2026Q2: 4,861 shares 4,861 $1.85M 0.02% +647 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,407 shares; 2025Q2: 7,657 shares; 2025Q3: 18,926 shares; 2025Q4: 24,276 shares; 2026Q1: 38,711 shares; 2026Q2: 35,565 shares 35,565 $1.8M 0.02% -3,146 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,266 shares; 2024Q4: 4,592 shares; 2025Q1: 801 shares; 2025Q2: 1,245 shares; 2025Q3: 2,379 shares; 2025Q4: 2,798 shares; 2026Q1: 2,965 shares; 2026Q2: 3,424 shares 3,424 $1.76M 0.02% +459 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 82,999 shares; 2026Q1: 83,388 shares; 2026Q2: 96,192 shares 96,192 $1.67M 0.02% +12,804 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: 679 shares; 2025Q1: 1,712 shares; 2025Q2: 3,277 shares; 2025Q3: 3,277 shares; 2025Q4: 3,327 shares; 2026Q1: 3,931 shares; 2026Q2: 4,446 shares 4,446 $1.67M 0.02% +515 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,349 shares; 2025Q1: 3,461 shares; 2025Q2: 3,225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,388 shares; 2026Q2: 4,196 shares 4,196 $1.67M 0.02% +808 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: not reported; 2026Q1: 653 shares; 2026Q2: 2,231 shares 2,231 $1.61M 0.02% +1,578 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS 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: 15,671 shares; 2026Q2: 32,633 shares 32,633 $1.58M 0.02% +16,962 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: 16,219 shares; 2024Q4: 15,680 shares; 2025Q1: 15,681 shares; 2025Q2: 13,859 shares; 2025Q3: 13,859 shares; 2025Q4: 13,749 shares; 2026Q1: 13,749 shares; 2026Q2: 9,885 shares 9,885 $1.56M 0.02% -3,864 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: 1,243 shares; 2024Q4: 1,260 shares; 2025Q1: 1,270 shares; 2025Q2: 1,222 shares; 2025Q3: 1,550 shares; 2025Q4: 1,576 shares; 2026Q1: 2,358 shares; 2026Q2: 3,749 shares 3,749 $1.53M 0.02% +1,391 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,853 shares; 2024Q4: 7,511 shares; 2025Q1: 7,518 shares; 2025Q2: 7,405 shares; 2025Q3: 8,647 shares; 2025Q4: 8,860 shares; 2026Q1: 10,774 shares; 2026Q2: 12,462 shares 12,462 $1.53M 0.02% +1,688 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: 73,452 shares; 2026Q1: 28,634 shares; 2026Q2: 28,634 shares 28,634 $1.52M 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,003 shares; 2024Q4: 12,695 shares; 2025Q1: 12,695 shares; 2025Q2: 15,596 shares; 2025Q3: 17,813 shares; 2025Q4: 17,600 shares; 2026Q1: 17,289 shares; 2026Q2: 17,316 shares 17,316 $1.5M 0.02% +27 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: 25,168 shares; 2024Q4: 31,237 shares; 2025Q1: 36,965 shares; 2025Q2: 37,224 shares; 2025Q3: 43,213 shares; 2025Q4: 44,925 shares; 2026Q1: 36,141 shares; 2026Q2: 27,272 shares 27,272 $1.46M 0.02% -8,869 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: 2,623 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,606 shares; 2025Q3: 2,632 shares; 2025Q4: 2,711 shares; 2026Q1: 4,079 shares; 2026Q2: 4,055 shares 4,055 $1.43M 0.02% -24 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,962 shares; 2025Q1: 8,882 shares; 2025Q2: 8,669 shares; 2025Q3: 12,433 shares; 2025Q4: 15,825 shares; 2026Q1: 18,427 shares; 2026Q2: 21,317 shares 21,317 $1.39M 0.02% +2,890 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: 21,914 shares; 2024Q4: 19,395 shares; 2025Q1: 16,216 shares; 2025Q2: 18,081 shares; 2025Q3: 19,953 shares; 2025Q4: 20,134 shares; 2026Q1: 20,141 shares; 2026Q2: 8,730 shares 8,730 $1.39M 0.02% -11,411 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,561 shares; 2024Q4: 18,208 shares; 2025Q1: 18,208 shares; 2025Q2: 17,717 shares; 2025Q3: 17,717 shares; 2025Q4: 14,002 shares; 2026Q1: 19,814 shares; 2026Q2: 19,735 shares 19,735 $1.37M 0.02% -79 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,493 shares; 2026Q2: 2,662 shares 2,662 $1.32M 0.02% +1,169 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: 7,102 shares; 2024Q4: 7,176 shares; 2025Q1: 6,996 shares; 2025Q2: 6,849 shares; 2025Q3: 6,849 shares; 2025Q4: 6,889 shares; 2026Q1: 7,076 shares; 2026Q2: 7,015 shares 7,015 $1.3M 0.02% -61 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: 2,681 shares; 2024Q4: 2,199 shares; 2025Q1: 2,199 shares; 2025Q2: 2,198 shares; 2025Q3: 2,405 shares; 2025Q4: 3,032 shares; 2026Q1: 3,105 shares; 2026Q2: 3,226 shares 3,226 $1.28M 0.02% +121 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: 2,868 shares; 2024Q4: 2,831 shares; 2025Q1: 2,778 shares; 2025Q2: 3,797 shares; 2025Q3: 3,797 shares; 2025Q4: 3,867 shares; 2026Q1: 6,407 shares; 2026Q2: 6,297 shares 6,297 $1.26M 0.02% -110 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: 717 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 687 shares; 2025Q3: 716 shares; 2025Q4: 938 shares; 2026Q1: 942 shares; 2026Q2: 943 shares 943 $1.26M 0.02% +1 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: 916 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 1,332 shares; 2025Q3: 1,943 shares; 2025Q4: 1,970 shares; 2026Q1: 1,965 shares; 2026Q2: 1,965 shares 1,965 $1.25M 0.02% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,264 shares; 2024Q4: 14,412 shares; 2025Q1: 14,412 shares; 2025Q2: 18,033 shares; 2025Q3: 18,927 shares; 2025Q4: 18,947 shares; 2026Q1: 13,164 shares; 2026Q2: 13,164 shares 13,164 $1.23M 0.02% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,503 shares; 2025Q1: 10,111 shares; 2025Q2: 18,221 shares; 2025Q3: 18,221 shares; 2025Q4: 18,127 shares; 2026Q1: 18,209 shares; 2026Q2: 20,997 shares 20,997 $1.22M 0.02% +2,788 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,352 shares; 2024Q4: 11,708 shares; 2025Q1: 11,700 shares; 2025Q2: 12,130 shares; 2025Q3: 12,127 shares; 2025Q4: 12,658 shares; 2026Q1: 12,094 shares; 2026Q2: 11,700 shares 11,700 $1.22M 0.02% -394 Timeline FLCA 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: 22,343 shares; 2024Q4: 22,343 shares; 2025Q1: 19,669 shares; 2025Q2: 19,669 shares; 2025Q3: 19,669 shares; 2025Q4: 19,669 shares; 2026Q1: 19,669 shares; 2026Q2: 23,368 shares 23,368 $1.2M 0.02% +3,699 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: 4,025 shares; 2024Q4: 5,489 shares; 2025Q1: 5,489 shares; 2025Q2: 5,289 shares; 2025Q3: 7,692 shares; 2025Q4: 7,771 shares; 2026Q1: 9,432 shares; 2026Q2: 6,478 shares 6,478 $1.2M 0.02% -2,954 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,068 shares; 2024Q4: 109,742 shares; 2025Q1: 141,088 shares; 2025Q2: 72,858 shares; 2025Q3: 63,927 shares; 2025Q4: 63,927 shares; 2026Q1: 74,033 shares; 2026Q2: 85,491 shares 85,491 $1.14M 0.01% +11,458 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,224 shares 7,224 $1.13M 0.01% new 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: 19,381 shares; 2024Q4: 19,016 shares; 2025Q1: 19,294 shares; 2025Q2: 19,379 shares; 2025Q3: 19,382 shares; 2025Q4: 19,881 shares; 2026Q1: 19,935 shares; 2026Q2: 19,739 shares 19,739 $1.12M 0.01% -196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,692 shares; 2025Q3: 3,885 shares; 2025Q4: 3,900 shares; 2026Q1: 5,172 shares; 2026Q2: 5,792 shares 5,792 $1.1M 0.01% +620 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2026Q2: 5,861 shares 5,861 $1.1M 0.01% new Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,426 shares; 2025Q3: 17,576 shares; 2025Q4: 22,165 shares; 2026Q1: 26,408 shares; 2026Q2: 35,697 shares 35,697 $1.08M 0.01% +9,289 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,494 shares; 2026Q1: 14,585 shares; 2026Q2: 14,731 shares 14,731 $1.08M 0.01% +146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,370 shares; 2025Q4: 3,415 shares; 2026Q1: 3,400 shares; 2026Q2: 3,405 shares 3,405 $1.08M 0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,450 shares 26,450 $1.08M 0.01% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 3,577 shares; 2026Q1: 3,593 shares; 2026Q2: 5,707 shares 5,707 $1.07M 0.01% +2,114 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO 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: 11,940 shares; 2026Q2: 33,255 shares 33,255 $1.02M 0.01% +21,315 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,240 shares; 2025Q4: 9,244 shares; 2026Q1: 9,247 shares; 2026Q2: 9,249 shares 9,249 $1.02M 0.01% +2 Timeline KBWB 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: not reported; 2026Q1: 6,662 shares; 2026Q2: 10,894 shares 10,894 $1.01M 0.01% +4,232 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: 2,721 shares; 2024Q4: 2,721 shares; 2025Q1: 2,758 shares; 2025Q2: 2,758 shares; 2025Q3: 2,758 shares; 2025Q4: 2,752 shares; 2026Q1: 2,352 shares; 2026Q2: 11,712 shares 11,712 $1.01M 0.01% +9,360 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: not reported; 2026Q2: 3,374 shares 3,374 $1.01M 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 2,474 shares; 2026Q2: 5,547 shares 5,547 $996K 0.01% +3,073 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,430 shares; 2024Q4: 6,430 shares; 2025Q1: 6,430 shares; 2025Q2: 6,395 shares; 2025Q3: 8,393 shares; 2025Q4: 8,393 shares; 2026Q1: 8,413 shares; 2026Q2: 8,393 shares 8,393 $992K 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,183 shares; 2025Q3: 5,138 shares; 2025Q4: 5,138 shares; 2026Q1: 7,706 shares; 2026Q2: 9,200 shares 9,200 $986K 0.01% +1,494 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 8,255 shares; 2026Q2: 12,836 shares 12,836 $976K 0.01% +4,581 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: 4,860 shares; 2024Q4: 5,034 shares; 2025Q1: 5,034 shares; 2025Q2: 5,155 shares; 2025Q3: 5,008 shares; 2025Q4: 5,582 shares; 2026Q1: 6,347 shares; 2026Q2: 5,357 shares 5,357 $969K 0.01% -990 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: 5,135 shares; 2025Q1: 5,224 shares; 2025Q2: 22,860 shares; 2025Q3: 23,032 shares; 2025Q4: 28,610 shares; 2026Q1: 28,993 shares; 2026Q2: 28,949 shares 28,949 $964K 0.01% -44 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: 7,293 shares; 2024Q4: 7,391 shares; 2025Q1: 7,391 shares; 2025Q2: 9,719 shares; 2025Q3: 10,179 shares; 2025Q4: 10,339 shares; 2026Q1: 11,299 shares; 2026Q2: 10,368 shares 10,368 $957K 0.01% -931 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: 2,964 shares; 2024Q4: 2,978 shares; 2025Q1: 2,978 shares; 2025Q2: 2,811 shares; 2025Q3: 3,206 shares; 2025Q4: 3,221 shares; 2026Q1: 3,616 shares; 2026Q2: 3,242 shares 3,242 $950K 0.01% -374 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: 3,814 shares; 2024Q4: 3,826 shares; 2025Q1: 3,836 shares; 2025Q2: 3,628 shares; 2025Q3: 3,780 shares; 2025Q4: 3,795 shares; 2026Q1: 2,929 shares; 2026Q2: 2,929 shares 2,929 $917K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431 shares; 2024Q4: 1,448 shares; 2025Q1: 1,448 shares; 2025Q2: 1,411 shares; 2025Q3: 2,033 shares; 2025Q4: 2,045 shares; 2026Q1: 1,993 shares; 2026Q2: 1,985 shares 1,985 $899K 0.01% -8 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 6,958 shares 6,958 $891K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,600 shares 20,600 $879K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,539 shares; 2024Q4: 3,249 shares; 2025Q1: 2,469 shares; 2025Q2: 4,190 shares; 2025Q3: 4,282 shares; 2025Q4: 3,828 shares; 2026Q1: 2,715 shares; 2026Q2: 2,622 shares 2,622 $870K 0.01% -93 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,539 shares; 2024Q4: 2,654 shares; 2025Q1: 1,924 shares; 2025Q2: 1,801 shares; 2025Q3: 1,974 shares; 2025Q4: 2,754 shares; 2026Q1: 5,071 shares; 2026Q2: 5,629 shares 5,629 $867K 0.01% +558 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: 5,330 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,147 shares; 2025Q3: 5,355 shares; 2025Q4: 5,355 shares; 2026Q1: 5,361 shares; 2026Q2: 5,401 shares 5,401 $863K 0.01% +40 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: 1,731 shares; 2024Q4: not reported; 2025Q1: 1,607 shares; 2025Q2: 2,078 shares; 2025Q3: 2,056 shares; 2025Q4: 1,755 shares; 2026Q1: 1,536 shares; 2026Q2: 2,096 shares 2,096 $833K 0.01% +560 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: 7,259 shares; 2024Q4: 5,351 shares; 2025Q1: 5,319 shares; 2025Q2: 3,409 shares; 2025Q3: 3,522 shares; 2025Q4: 4,775 shares; 2026Q1: 4,811 shares; 2026Q2: 4,883 shares 4,883 $819K 0.01% +72 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,825 shares; 2024Q4: 5,119 shares; 2025Q1: 5,119 shares; 2025Q2: 4,866 shares; 2025Q3: 5,420 shares; 2025Q4: 5,330 shares; 2026Q1: 5,196 shares; 2026Q2: 5,196 shares 5,196 $814K 0.01% 0 Timeline BBAX 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: 9,871 shares; 2025Q2: 9,871 shares; 2025Q3: 9,871 shares; 2025Q4: 10,542 shares; 2026Q1: 12,882 shares; 2026Q2: 13,189 shares 13,189 $790K 0.01% +307 Timeline XLU 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: 2,658 shares; 2025Q2: 5,940 shares; 2025Q3: 10,472 shares; 2025Q4: 20,944 shares; 2026Q1: 20,944 shares; 2026Q2: 17,237 shares 17,237 $782K 0.01% -3,707 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: 15,568 shares; 2024Q4: 15,708 shares; 2025Q1: 16,225 shares; 2025Q2: 16,312 shares; 2025Q3: 23,046 shares; 2025Q4: 22,817 shares; 2026Q1: 22,603 shares; 2026Q2: 22,672 shares 22,672 $771K 0.01% +69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 3,007 shares; 2026Q2: 3,027 shares 3,027 $762K 0.01% +20 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 890 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 1,221 shares; 2025Q4: 1,225 shares; 2026Q1: 1,240 shares; 2026Q2: 1,221 shares 1,221 $761K 0.01% -19 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 191 shares; 2025Q3: 191 shares; 2025Q4: 210 shares; 2026Q1: 789 shares; 2026Q2: 779 shares 779 $749K 0.01% -10 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,348 shares; 2024Q4: 3,360 shares; 2025Q1: 3,352 shares; 2025Q2: 3,323 shares; 2025Q3: 4,902 shares; 2025Q4: 4,952 shares; 2026Q1: 4,942 shares; 2026Q2: 4,942 shares 4,942 $748K 0.01% 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: 2,956 shares; 2024Q4: 2,963 shares; 2025Q1: 2,750 shares; 2025Q2: 2,925 shares; 2025Q3: 2,750 shares; 2025Q4: 2,792 shares; 2026Q1: 3,547 shares; 2026Q2: 2,706 shares 2,706 $731K 0.01% -841 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,463 shares; 2024Q4: 9,569 shares; 2025Q1: 9,582 shares; 2025Q2: 10,270 shares; 2025Q3: 10,270 shares; 2025Q4: 10,270 shares; 2026Q1: 9,770 shares; 2026Q2: 9,470 shares 9,470 $724K 0.01% -300 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: 5,748 shares; 2024Q4: 5,777 shares; 2025Q1: 5,853 shares; 2025Q2: 5,888 shares; 2025Q3: 5,888 shares; 2025Q4: 6,521 shares; 2026Q1: 6,377 shares; 2026Q2: 6,355 shares 6,355 $720K 0.01% -22 Timeline WAT WATERS CORP More: the full row for WATERS 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: 1,882 shares; 2026Q2: 1,861 shares 1,861 $698K 0.01% -21 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,726 shares; 2024Q4: 10,726 shares; 2025Q1: 10,726 shares; 2025Q2: 10,765 shares; 2025Q3: 12,221 shares; 2025Q4: 10,856 shares; 2026Q1: 10,821 shares; 2026Q2: 10,861 shares 10,861 $683K 0.01% +40 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: 2,990 shares; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 3,528 shares; 2026Q1: 3,142 shares; 2026Q2: 3,172 shares 3,172 $663K 0.01% +30 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 1,751 shares; 2026Q2: 2,815 shares 2,815 $646K 0.01% +1,064 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: 3,493 shares; 2025Q4: 6,137 shares; 2026Q1: 6,137 shares; 2026Q2: 6,166 shares 6,166 $641K 0.01% +29 Timeline ALC ALCON AG More: the full row for ALCON 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: not reported; 2026Q2: 9,120 shares 9,120 $617K 0.01% new 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: 1,027 shares; 2024Q4: 1,034 shares; 2025Q1: 1,047 shares; 2025Q2: 1,034 shares; 2025Q3: 1,034 shares; 2025Q4: 1,180 shares; 2026Q1: 1,389 shares; 2026Q2: 1,389 shares 1,389 $592K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,681 shares; 2026Q2: 1,681 shares 1,681 $579K 0.01% 0 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: 6,137 shares; 2024Q4: 6,257 shares; 2025Q1: 6,482 shares; 2025Q2: 6,668 shares; 2025Q3: 6,222 shares; 2025Q4: 6,292 shares; 2026Q1: 7,562 shares; 2026Q2: 7,020 shares 7,020 $570K 0.01% -542 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: not reported; 2024Q4: 1,607 shares; 2025Q1: 1,607 shares; 2025Q2: 2,898 shares; 2025Q3: 3,361 shares; 2025Q4: 6,722 shares; 2026Q1: 6,722 shares; 2026Q2: 4,801 shares 4,801 $563K 0.01% -1,921 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 8,357 shares; 2026Q1: 8,395 shares; 2026Q2: 12,449 shares 12,449 $560K 0.01% +4,054 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: 1,326 shares; 2024Q4: 1,306 shares; 2025Q1: 1,308 shares; 2025Q2: 1,458 shares; 2025Q3: 1,570 shares; 2025Q4: 1,553 shares; 2026Q1: 1,547 shares; 2026Q2: 1,542 shares 1,542 $559K 0.01% -5 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: not reported; 2025Q1: 4,023 shares; 2025Q2: 4,805 shares; 2025Q3: 5,085 shares; 2025Q4: 5,970 shares; 2026Q1: 6,050 shares; 2026Q2: 6,032 shares 6,032 $546K 0.01% -18 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: 5,033 shares; 2024Q4: 4,077 shares; 2025Q1: 3,857 shares; 2025Q2: 5,072 shares; 2025Q3: 5,502 shares; 2025Q4: 5,670 shares; 2026Q1: 5,571 shares; 2026Q2: 5,616 shares 5,616 $541K 0.01% +45 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: 6,344 shares; 2024Q4: 6,359 shares; 2025Q1: 8,668 shares; 2025Q2: 4,190 shares; 2025Q3: 5,008 shares; 2025Q4: 10,026 shares; 2026Q1: 10,035 shares; 2026Q2: 10,045 shares 10,045 $533K 0.01% +10 Timeline EQT EQT CORP More: the full row for EQT 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: 3,471 shares; 2026Q2: 9,611 shares 9,611 $511K 0.01% +6,140 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: 31,996 shares; 2024Q4: 29,318 shares; 2025Q1: 30,260 shares; 2025Q2: 30,739 shares; 2025Q3: 30,363 shares; 2025Q4: 17,039 shares; 2026Q1: 7,133 shares; 2026Q2: 7,016 shares 7,016 $506K 0.01% -117 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 1,919 shares; 2026Q1: 2,154 shares; 2026Q2: 2,210 shares 2,210 $502K 0.01% +56 Timeline SAIA SAIA INC More: the full row for SAIA 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: 1,188 shares 1,188 $500K 0.01% new Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS 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: 6,408 shares; 2026Q2: 6,408 shares 6,408 $479K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 947 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 988 shares; 2026Q1: 803 shares; 2026Q2: 803 shares 803 $463K 0.01% 0 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: 1,696 shares; 2024Q4: 1,548 shares; 2025Q1: 1,557 shares; 2025Q2: 1,799 shares; 2025Q3: 1,800 shares; 2025Q4: 1,877 shares; 2026Q1: 1,819 shares; 2026Q2: 1,881 shares 1,881 $463K 0.01% +62 Timeline HDV 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: 3,144 shares; 2026Q1: 3,144 shares; 2026Q2: 15,720 shares 15,720 $431K 0.01% +12,576 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: 367 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 306 shares; 2025Q3: 283 shares; 2025Q4: 265 shares; 2026Q1: 362 shares; 2026Q2: 2,400 shares 2,400 $428K 0.01% +2,038 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,552 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares; 2026Q2: 1,562 shares 1,562 $399K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,072 shares; 2025Q2: 5,136 shares; 2025Q3: 4,761 shares; 2025Q4: 4,739 shares; 2026Q1: 4,479 shares; 2026Q2: 5,057 shares 5,057 $399K 0.01% +578 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: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,261 shares; 2026Q1: 2,231 shares; 2026Q2: 2,231 shares 2,231 $393K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares; 2026Q2: 768 shares 768 $391K <0.01% +23 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: 1,164 shares; 2025Q4: 1,258 shares; 2026Q1: 1,189 shares; 2026Q2: 1,243 shares 1,243 $391K <0.01% +54 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 1,182 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,223 shares; 2026Q2: 6,244 shares 6,244 $391K <0.01% +4,021 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED 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: 7,915 shares 7,915 $382K <0.01% new 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: not reported; 2024Q4: 1,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,172 shares; 2025Q4: not reported; 2026Q1: 3,183 shares; 2026Q2: 3,211 shares 3,211 $378K <0.01% +28 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: 7,406 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: 7,406 shares; 2025Q3: 7,406 shares; 2025Q4: 7,406 shares; 2026Q1: 7,406 shares; 2026Q2: 7,406 shares 7,406 $366K <0.01% 0 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: 9,953 shares; 2024Q4: 8,849 shares; 2025Q1: 8,161 shares; 2025Q2: 6,299 shares; 2025Q3: 4,068 shares; 2025Q4: 4,308 shares; 2026Q1: 4,383 shares; 2026Q2: 4,383 shares 4,383 $362K <0.01% 0 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: 885 shares; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 870 shares; 2025Q3: 922 shares; 2025Q4: 951 shares; 2026Q1: 920 shares; 2026Q2: 931 shares 931 $360K <0.01% +11 Timeline CTAS CINTAS CORP More: the full row for CINTAS 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: 2,014 shares; 2026Q2: 2,112 shares 2,112 $359K <0.01% +98 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: 6,020 shares; 2025Q3: 5,361 shares; 2025Q4: 5,396 shares; 2026Q1: 5,866 shares; 2026Q2: 6,809 shares 6,809 $356K <0.01% +943 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE 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: not reported; 2026Q2: 7,135 shares 7,135 $351K <0.01% new 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: 1,967 shares; 2024Q4: 1,975 shares; 2025Q1: 1,975 shares; 2025Q2: 1,719 shares; 2025Q3: 1,984 shares; 2025Q4: 2,339 shares; 2026Q1: 2,873 shares; 2026Q2: 2,568 shares 2,568 $348K <0.01% -305 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,995 shares; 2024Q4: 3,291 shares; 2025Q1: 5,785 shares; 2025Q2: 7,695 shares; 2025Q3: 4,794 shares; 2025Q4: 3,237 shares; 2026Q1: 3,277 shares; 2026Q2: 1,944 shares 1,944 $343K <0.01% -1,333 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,134 shares; 2024Q4: 8,746 shares; 2025Q1: 8,746 shares; 2025Q2: 8,746 shares; 2025Q3: 8,746 shares; 2025Q4: 8,746 shares; 2026Q1: 7,631 shares; 2026Q2: 6,449 shares 6,449 $336K <0.01% -1,182 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: 6,812 shares; 2026Q2: 6,812 shares 6,812 $324K <0.01% 0 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: 42,894 shares; 2024Q4: 36,773 shares; 2025Q1: 41,422 shares; 2025Q2: 42,206 shares; 2025Q3: 41,193 shares; 2025Q4: 40,720 shares; 2026Q1: 38,462 shares; 2026Q2: 13,144 shares 13,144 $323K <0.01% -25,318 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: not reported; 2026Q2: 724 shares 724 $313K <0.01% new Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD 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: 5,960 shares; 2025Q4: 5,960 shares; 2026Q1: 5,960 shares; 2026Q2: 5,960 shares 5,960 $297K <0.01% 0 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $296K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,645 shares; 2025Q4: 8,289 shares; 2026Q1: 9,849 shares; 2026Q2: 5,934 shares 5,934 $291K <0.01% -3,915 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,213 shares; 2025Q3: 1,232 shares; 2025Q4: 6,376 shares; 2026Q1: 6,879 shares; 2026Q2: 1,552 shares 1,552 $286K <0.01% -5,327 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: 3,396 shares; 2024Q4: 3,396 shares; 2025Q1: 1,899 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418 $274K <0.01% 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: not reported; 2025Q3: 2,654 shares; 2025Q4: 2,694 shares; 2026Q1: not reported; 2026Q2: 2,634 shares 2,634 $273K <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: 3,823 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,823 shares; 2025Q3: 3,823 shares; 2025Q4: 5,055 shares; 2026Q1: 3,823 shares; 2026Q2: 3,823 shares 3,823 $272K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB 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: 971 shares; 2025Q4: 1,064 shares; 2026Q1: 977 shares; 2026Q2: 975 shares 975 $272K <0.01% -2 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: 1,211 shares 1,211 $268K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 2,282 shares; 2026Q1: 2,048 shares; 2026Q2: 1,942 shares 1,942 $266K <0.01% -106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,159 shares; 2026Q1: 4,239 shares; 2026Q2: 3,725 shares 3,725 $255K <0.01% -514 Timeline ILF 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: 7,375 shares 7,375 $249K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,302 shares; 2026Q2: 1,302 shares 1,302 $248K <0.01% 0 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,808 shares; 2024Q4: 20,808 shares; 2025Q1: 20,808 shares; 2025Q2: 20,808 shares; 2025Q3: 20,808 shares; 2025Q4: 20,808 shares; 2026Q1: 20,808 shares; 2026Q2: 20,808 shares 20,808 $244K <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: not reported; 2026Q2: 338 shares 338 $243K <0.01% new Timeline METC RAMACO RES INC More: the full row for RAMACO 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: 19,275 shares; 2026Q1: 18,375 shares; 2026Q2: 18,375 shares 18,375 $243K <0.01% 0 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: 4,346 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares; 2025Q4: 1,283 shares; 2026Q1: 1,215 shares; 2026Q2: 1,164 shares 1,164 $239K <0.01% -51 Timeline DRTSW ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,000 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares; 2025Q2: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares; 2026Q2: 80,000 shares 80,000 $236K <0.01% 0 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: 1,049 shares 1,049 $235K <0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 1,478 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 1,493 shares 1,493 $227K <0.01% 0 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: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 3,262 shares; 2025Q2: 3,512 shares; 2025Q3: 3,805 shares; 2025Q4: 17,358 shares; 2026Q1: 13,712 shares; 2026Q2: 2,257 shares 2,257 $224K <0.01% -11,455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,861 shares; 2025Q4: 1,866 shares; 2026Q1: 1,896 shares; 2026Q2: 1,896 shares 1,896 $222K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,386 shares; 2025Q4: 1,384 shares; 2026Q1: 1,429 shares; 2026Q2: 1,336 shares 1,336 $221K <0.01% -93 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 1,462 shares 1,462 $221K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,594 shares; 2025Q1: 1,622 shares; 2025Q2: 1,594 shares; 2025Q3: 1,594 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares; 2026Q2: 1,604 shares 1,604 $216K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,260 shares 1,260 $214K <0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 900 shares 900 $207K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,025 shares 4,025 $201K <0.01% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,691 shares; 2024Q4: 15,081 shares; 2025Q1: 15,081 shares; 2025Q2: 15,351 shares; 2025Q3: 15,351 shares; 2025Q4: 15,351 shares; 2026Q1: 15,351 shares; 2026Q2: 15,351 shares 15,351 $196K <0.01% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 12,036 shares; 2026Q1: 12,036 shares; 2026Q2: 12,036 shares 12,036 $143K <0.01% 0 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,842 shares; 2024Q4: 48,842 shares; 2025Q1: 48,842 shares; 2025Q2: 48,842 shares; 2025Q3: 48,842 shares; 2025Q4: 48,842 shares; 2026Q1: 48,842 shares; 2026Q2: 48,842 shares 48,842 $56.2K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA 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: 19,721 shares; 2026Q1: 19,721 shares; 2026Q2: 17,364 shares 17,364 $54.5K <0.01% -2,357 Timeline