IWD 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: 152,891 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 162,675 shares; 2026Q1: 157,888 shares; 2026Q2: 144,489 shares 144,489 $35M 7.69% -13,399 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: not reported; 2024Q4: 87,348 shares; 2025Q1: 90,837 shares; 2025Q2: 97,756 shares; 2025Q3: 97,792 shares; 2025Q4: 96,571 shares; 2026Q1: 93,046 shares; 2026Q2: 92,880 shares 92,880 $26.9M 5.9% -166 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: 60,660 shares; 2024Q4: 61,741 shares; 2025Q1: 62,511 shares; 2025Q2: 62,430 shares; 2025Q3: 61,247 shares; 2025Q4: 60,393 shares; 2026Q1: 59,859 shares; 2026Q2: 59,202 shares 59,202 $22.4M 4.91% -657 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: 44,441 shares; 2024Q4: 46,028 shares; 2025Q1: 47,018 shares; 2025Q2: 47,002 shares; 2025Q3: 47,147 shares; 2025Q4: 47,684 shares; 2026Q1: 47,907 shares; 2026Q2: 48,215 shares 48,215 $18M 3.95% +308 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: 69,807 shares; 2024Q4: 68,473 shares; 2025Q1: 86,721 shares; 2025Q2: 86,835 shares; 2025Q3: 86,762 shares; 2025Q4: 85,038 shares; 2026Q1: 83,564 shares; 2026Q2: 82,915 shares 82,915 $16.6M 3.64% -649 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: 42,885 shares; 2024Q4: 44,619 shares; 2025Q1: 46,130 shares; 2025Q2: 50,233 shares; 2025Q3: 50,520 shares; 2025Q4: 50,709 shares; 2026Q1: 39,400 shares; 2026Q2: 39,402 shares 39,402 $13.9M 3.06% +2 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: 35,922 shares; 2024Q4: 36,402 shares; 2025Q1: 36,551 shares; 2025Q2: 36,481 shares; 2025Q3: 36,561 shares; 2025Q4: 36,454 shares; 2026Q1: 36,391 shares; 2026Q2: 36,163 shares 36,163 $11.8M 2.6% -228 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: 24,939 shares; 2024Q4: 10,146 shares; 2025Q1: 17,558 shares; 2025Q2: 16,518 shares; 2025Q3: 16,252 shares; 2025Q4: 11,453 shares; 2026Q1: 7,550 shares; 2026Q2: 14,969 shares 14,969 $11.2M 2.45% +7,419 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,953 shares; 2025Q2: 61,441 shares; 2025Q3: 1,486 shares; 2025Q4: 1,486 shares; 2026Q1: 1,486 shares; 2026Q2: 59,609 shares 59,609 $10.6M 2.34% +58,123 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: 80,358 shares; 2024Q4: 81,330 shares; 2025Q1: 81,031 shares; 2025Q2: 81,161 shares; 2025Q3: 80,996 shares; 2025Q4: 80,669 shares; 2026Q1: 80,148 shares; 2026Q2: 79,434 shares 79,434 $9M 1.98% -714 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 104,185 shares; 2026Q2: 104,163 shares 104,163 $8.23M 1.81% -22 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: 31,913 shares; 2024Q4: 31,878 shares; 2025Q1: 33,669 shares; 2025Q2: 32,451 shares; 2025Q3: 32,234 shares; 2025Q4: 32,299 shares; 2026Q1: 32,150 shares; 2026Q2: 32,020 shares 32,020 $8.13M 1.79% -130 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: 12,672 shares; 2025Q1: not reported; 2025Q2: 12,861 shares; 2025Q3: 12,030 shares; 2025Q4: 11,448 shares; 2026Q1: 11,448 shares; 2026Q2: 10,555 shares 10,555 $7.77M 1.71% -893 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: not reported; 2024Q4: 29,665 shares; 2025Q1: 30,582 shares; 2025Q2: 30,639 shares; 2025Q3: 30,957 shares; 2025Q4: 31,843 shares; 2026Q1: 31,737 shares; 2026Q2: 31,707 shares 31,707 $7.56M 1.66% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,225 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,450 shares 56,450 $6.33M 1.39% new 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: 1,636 shares; 2024Q4: 39,710 shares; 2025Q1: 16,195 shares; 2025Q2: 85,259 shares; 2025Q3: 85,350 shares; 2025Q4: 13,059 shares; 2026Q1: 12,509 shares; 2026Q2: 50,460 shares 50,460 $6.27M 1.38% +37,951 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,947 shares; 2024Q4: 16,546 shares; 2025Q1: 17,049 shares; 2025Q2: 16,998 shares; 2025Q3: 17,009 shares; 2025Q4: 16,963 shares; 2026Q1: 16,791 shares; 2026Q2: 16,720 shares 16,720 $6.25M 1.37% -71 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 6,072 shares; 2025Q2: 5,834 shares; 2025Q3: 5,874 shares; 2025Q4: 5,867 shares; 2026Q1: 5,780 shares; 2026Q2: 5,720 shares 5,720 $6.09M 1.34% -60 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,517 shares; 2026Q2: 50,506 shares 50,506 $5.89M 1.29% +989 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: 4,036 shares; 2024Q4: 4,136 shares; 2025Q1: 4,222 shares; 2025Q2: 4,197 shares; 2025Q3: 4,211 shares; 2025Q4: 5,927 shares; 2026Q1: 6,014 shares; 2026Q2: 6,042 shares 6,042 $5.65M 1.24% +28 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: 40,043 shares; 2024Q4: 40,316 shares; 2025Q1: 40,246 shares; 2025Q2: 40,182 shares; 2025Q3: 40,051 shares; 2025Q4: 39,933 shares; 2026Q1: 39,830 shares; 2026Q2: 39,451 shares 39,451 $5.52M 1.21% -379 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: not reported; 2024Q4: 13,972 shares; 2025Q1: 13,918 shares; 2025Q2: 13,999 shares; 2025Q3: 13,891 shares; 2025Q4: 13,875 shares; 2026Q1: 13,832 shares; 2026Q2: 13,681 shares 13,681 $5.43M 1.19% -151 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: 4,553 shares; 2024Q4: 5,043 shares; 2025Q1: 5,129 shares; 2025Q2: 5,126 shares; 2025Q3: 9,444 shares; 2025Q4: 9,148 shares; 2026Q1: 9,278 shares; 2026Q2: 9,316 shares 9,316 $5.25M 1.15% +38 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: 4,109 shares; 2024Q4: 4,251 shares; 2025Q1: 4,364 shares; 2025Q2: 4,354 shares; 2025Q3: 4,391 shares; 2025Q4: 4,371 shares; 2026Q1: 4,308 shares; 2026Q2: 4,307 shares 4,307 $5.17M 1.13% -1 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: not reported; 2024Q4: 79,957 shares; 2025Q1: 83,501 shares; 2025Q2: 83,288 shares; 2025Q3: 83,786 shares; 2025Q4: 84,248 shares; 2026Q1: 83,595 shares; 2026Q2: 83,900 shares 83,900 $4.78M 1.05% +305 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,041 shares; 2026Q2: 81,109 shares 81,109 $4.72M 1.04% +8,068 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,887 shares; 2024Q4: 51,478 shares; 2025Q1: 50,844 shares; 2025Q2: 50,530 shares; 2025Q3: 48,078 shares; 2025Q4: 48,708 shares; 2026Q1: 48,104 shares; 2026Q2: 48,112 shares 48,112 $4.64M 1.02% +8 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: 8,570 shares; 2024Q4: 8,744 shares; 2025Q1: 8,785 shares; 2025Q2: 8,786 shares; 2025Q3: 8,776 shares; 2025Q4: 8,769 shares; 2026Q1: 8,764 shares; 2026Q2: 8,723 shares 8,723 $4.53M 0.99% -41 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: 11,572 shares; 2024Q4: 12,075 shares; 2025Q1: 17,418 shares; 2025Q2: 17,109 shares; 2025Q3: 17,122 shares; 2025Q4: 17,142 shares; 2026Q1: 16,271 shares; 2026Q2: 16,296 shares 16,296 $4.4M 0.97% +25 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: 11,001 shares; 2024Q4: 11,407 shares; 2025Q1: 11,887 shares; 2025Q2: 11,840 shares; 2025Q3: 11,922 shares; 2025Q4: 12,144 shares; 2026Q1: 12,204 shares; 2026Q2: 12,376 shares 12,376 $4.25M 0.93% +172 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: 106,016 shares; 2024Q4: 110,290 shares; 2025Q1: 36,218 shares; 2025Q2: 36,370 shares; 2025Q3: 36,160 shares; 2025Q4: 36,229 shares; 2026Q1: 36,319 shares; 2026Q2: 36,050 shares 36,050 $4.23M 0.93% -269 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: 15,338 shares; 2024Q4: 15,980 shares; 2025Q1: 16,507 shares; 2025Q2: 16,500 shares; 2025Q3: 16,602 shares; 2025Q4: 16,605 shares; 2026Q1: 16,380 shares; 2026Q2: 16,405 shares 16,405 $4.13M 0.91% +25 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: 25,864 shares; 2024Q4: 26,840 shares; 2025Q1: 27,557 shares; 2025Q2: 27,721 shares; 2025Q3: 27,590 shares; 2025Q4: 27,508 shares; 2026Q1: 27,726 shares; 2026Q2: 28,001 shares 28,001 $4.11M 0.9% +275 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: 19,347 shares; 2024Q4: 20,858 shares; 2025Q1: 27,047 shares; 2025Q2: 17,287 shares; 2025Q3: 33,159 shares; 2025Q4: 32,723 shares; 2026Q1: 30,072 shares; 2026Q2: 29,906 shares 29,906 $3.84M 0.84% -166 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: 6,964 shares; 2024Q4: 7,274 shares; 2025Q1: 7,989 shares; 2025Q2: 8,006 shares; 2025Q3: 8,093 shares; 2025Q4: 8,244 shares; 2026Q1: 8,133 shares; 2026Q2: 8,235 shares 8,235 $3.46M 0.76% +102 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: not reported; 2024Q4: 5,960 shares; 2025Q1: 6,289 shares; 2025Q2: 6,308 shares; 2025Q3: 6,359 shares; 2025Q4: 6,443 shares; 2026Q1: 6,600 shares; 2026Q2: 6,703 shares 6,703 $3.35M 0.74% +103 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: 33,551 shares; 2024Q4: 103,921 shares; 2025Q1: 37,084 shares; 2025Q2: 36,901 shares; 2025Q3: 37,048 shares; 2025Q4: 74,170 shares; 2026Q1: 73,105 shares; 2026Q2: 73,505 shares 73,505 $3.33M 0.73% +400 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: 17,328 shares; 2025Q1: not reported; 2025Q2: 17,843 shares; 2025Q3: 17,928 shares; 2025Q4: 17,840 shares; 2026Q1: 17,500 shares; 2026Q2: 17,426 shares 17,426 $3.31M 0.73% -74 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: 11,941 shares; 2024Q4: 12,040 shares; 2025Q1: 12,056 shares; 2025Q2: 12,171 shares; 2025Q3: 12,052 shares; 2025Q4: 12,095 shares; 2026Q1: 12,180 shares; 2026Q2: 12,121 shares 12,121 $3.28M 0.72% -59 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,971 shares; 2024Q4: 15,012 shares; 2025Q1: 14,929 shares; 2025Q2: 15,021 shares; 2025Q3: 14,908 shares; 2025Q4: 14,898 shares; 2026Q1: 14,916 shares; 2026Q2: 14,832 shares 14,832 $3.27M 0.72% -84 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: 18,884 shares; 2024Q4: 19,647 shares; 2025Q1: 19,723 shares; 2025Q2: 19,671 shares; 2025Q3: 19,460 shares; 2025Q4: 19,547 shares; 2026Q1: 19,838 shares; 2026Q2: 19,663 shares 19,663 $3.26M 0.72% -175 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: 5,527 shares; 2024Q4: 5,724 shares; 2025Q1: 6,024 shares; 2025Q2: 6,039 shares; 2025Q3: 6,086 shares; 2025Q4: 6,206 shares; 2026Q1: 6,185 shares; 2026Q2: 6,310 shares 6,310 $3.24M 0.71% +125 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: 3,623 shares; 2024Q4: 3,761 shares; 2025Q1: 3,870 shares; 2025Q2: 3,844 shares; 2025Q3: 9,588 shares; 2025Q4: 9,117 shares; 2026Q1: 9,246 shares; 2026Q2: 9,240 shares 9,240 $3.18M 0.7% -6 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,704 shares; 2024Q4: 35,520 shares; 2025Q1: 36,112 shares; 2025Q2: 36,219 shares; 2025Q3: 36,014 shares; 2025Q4: 36,092 shares; 2026Q1: 36,331 shares; 2026Q2: 36,030 shares 36,030 $3.16M 0.69% -301 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: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,400 shares; 2026Q2: 12,625 shares 12,625 $3.11M 0.68% +10,225 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: 531,029 shares; 2024Q4: 54,664 shares; 2025Q1: 54,107 shares; 2025Q2: 54,098 shares; 2025Q3: 51,069 shares; 2025Q4: 52,166 shares; 2026Q1: 52,139 shares; 2026Q2: 50,818 shares 50,818 $3.09M 0.68% -1,321 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: 5,605 shares; 2024Q4: 5,809 shares; 2025Q1: 8,213 shares; 2025Q2: 8,189 shares; 2025Q3: 8,290 shares; 2025Q4: 8,334 shares; 2026Q1: 8,451 shares; 2026Q2: 8,569 shares 8,569 $3.02M 0.66% +118 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: not reported; 2024Q4: 8,260 shares; 2025Q1: 8,158 shares; 2025Q2: 8,216 shares; 2025Q3: 8,134 shares; 2025Q4: 8,158 shares; 2026Q1: 8,297 shares; 2026Q2: 8,245 shares 8,245 $2.99M 0.66% -52 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: 17,740 shares; 2024Q4: 17,973 shares; 2025Q1: 18,455 shares; 2025Q2: 18,384 shares; 2025Q3: 18,217 shares; 2025Q4: 18,205 shares; 2026Q1: 18,457 shares; 2026Q2: 19,030 shares 19,030 $2.58M 0.57% +573 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: 53,828 shares; 2024Q4: 183,591 shares; 2025Q1: 59,902 shares; 2025Q2: 58,228 shares; 2025Q3: 58,424 shares; 2025Q4: 58,742 shares; 2026Q1: 58,074 shares; 2026Q2: 58,386 shares 58,386 $2.57M 0.56% +312 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,316 shares; 2025Q4: 18,127 shares; 2026Q1: 18,018 shares; 2026Q2: 17,936 shares 17,936 $2.57M 0.56% -82 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,649 shares; 2025Q1: 13,643 shares; 2025Q2: 13,681 shares; 2025Q3: 13,638 shares; 2025Q4: 13,654 shares; 2026Q1: 14,025 shares; 2026Q2: 14,111 shares 14,111 $2.43M 0.53% +86 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,994 shares; 2026Q2: 1,990 shares 1,990 $2.34M 0.51% -4 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,640 shares; 2025Q1: 7,620 shares; 2025Q2: 7,650 shares; 2025Q3: 7,549 shares; 2025Q4: 7,432 shares; 2026Q1: 7,521 shares; 2026Q2: 7,694 shares 7,694 $2.26M 0.5% +173 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,574 shares; 2025Q1: 23,568 shares; 2025Q2: 23,702 shares; 2025Q3: 28,808 shares; 2025Q4: 29,578 shares; 2026Q1: 24,251 shares; 2026Q2: 24,134 shares 24,134 $2.19M 0.48% -117 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: 9,856 shares; 2025Q1: 9,803 shares; 2025Q2: 9,834 shares; 2025Q3: 9,765 shares; 2025Q4: 9,781 shares; 2026Q1: 9,830 shares; 2026Q2: 9,702 shares 9,702 $2.17M 0.48% -128 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 3,084 shares; 2025Q1: 3,141 shares; 2025Q2: 3,051 shares; 2025Q3: 3,053 shares; 2025Q4: 30,527 shares; 2026Q1: 30,178 shares; 2026Q2: 30,303 shares 30,303 $2.16M 0.48% +125 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: 22,322 shares; 2024Q4: 22,462 shares; 2025Q1: 22,389 shares; 2025Q2: 22,331 shares; 2025Q3: 21,904 shares; 2025Q4: 21,751 shares; 2026Q1: 21,039 shares; 2026Q2: 21,066 shares 21,066 $2.15M 0.47% +27 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,252 shares; 2024Q4: 7,321 shares; 2025Q1: 7,321 shares; 2025Q2: 7,347 shares; 2025Q3: 7,283 shares; 2025Q4: 7,292 shares; 2026Q1: 7,310 shares; 2026Q2: 7,273 shares 7,273 $2.11M 0.46% -37 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: 5,327 shares; 2024Q4: 5,334 shares; 2025Q1: 5,422 shares; 2025Q2: 5,324 shares; 2025Q3: 5,344 shares; 2025Q4: 5,240 shares; 2026Q1: 5,247 shares; 2026Q2: 4,377 shares 4,377 $2.09M 0.46% -870 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: 2,166 shares; 2025Q1: 2,147 shares; 2025Q2: 2,169 shares; 2025Q3: 2,150 shares; 2025Q4: 2,154 shares; 2026Q1: 2,156 shares; 2026Q2: 2,140 shares 2,140 $2.06M 0.45% -16 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,556 shares; 2024Q4: 20,046 shares; 2025Q1: 20,003 shares; 2025Q2: 20,066 shares; 2025Q3: 19,842 shares; 2025Q4: 19,880 shares; 2026Q1: 20,105 shares; 2026Q2: 19,934 shares 19,934 $1.96M 0.43% -171 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: 920 shares; 2024Q4: 923 shares; 2025Q1: 975 shares; 2025Q2: 960 shares; 2025Q3: 962 shares; 2025Q4: 955 shares; 2026Q1: 958 shares; 2026Q2: 965 shares 965 $1.92M 0.42% +7 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,530 shares; 2024Q4: 6,593 shares; 2025Q1: 6,570 shares; 2025Q2: 6,609 shares; 2025Q3: 5,351 shares; 2025Q4: 5,358 shares; 2026Q1: 5,377 shares; 2026Q2: 5,343 shares 5,343 $1.82M 0.4% -34 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: 4,576 shares; 2024Q4: 4,624 shares; 2025Q1: 4,550 shares; 2025Q2: 4,541 shares; 2025Q3: 4,485 shares; 2025Q4: 4,438 shares; 2026Q1: 4,373 shares; 2026Q2: 4,391 shares 4,391 $1.79M 0.39% +18 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: 16,363 shares; 2024Q4: 17,333 shares; 2025Q1: 18,749 shares; 2025Q2: 18,758 shares; 2025Q3: 18,832 shares; 2025Q4: 19,296 shares; 2026Q1: 19,157 shares; 2026Q2: 19,436 shares 19,436 $1.58M 0.35% +279 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,348 shares; 2025Q2: 4,278 shares; 2025Q3: 4,261 shares; 2025Q4: 4,245 shares; 2026Q1: 4,252 shares; 2026Q2: 6,170 shares 6,170 $1.53M 0.34% +1,918 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: 13,657 shares; 2024Q4: 14,230 shares; 2025Q1: 15,109 shares; 2025Q2: 15,120 shares; 2025Q3: 15,292 shares; 2025Q4: 15,453 shares; 2026Q1: 15,410 shares; 2026Q2: 15,667 shares 15,667 $1.51M 0.33% +257 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,312 shares 4,312 $1.46M 0.32% new 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: 17,912 shares; 2025Q1: 4,257 shares; 2025Q2: 7,022 shares; 2025Q3: 9,906 shares; 2025Q4: 5,748 shares; 2026Q1: 13,922 shares; 2026Q2: 13,896 shares 13,896 $1.44M 0.32% -26 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: 5,408 shares; 2024Q4: 5,703 shares; 2025Q1: 5,891 shares; 2025Q2: 5,760 shares; 2025Q3: 5,774 shares; 2025Q4: 3,877 shares; 2026Q1: 10,873 shares; 2026Q2: 10,839 shares 10,839 $1.41M 0.31% -34 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: 28,407 shares; 2025Q1: 28,011 shares; 2025Q2: 28,085 shares; 2025Q3: 11,797 shares; 2025Q4: 11,817 shares; 2026Q1: 11,843 shares; 2026Q2: 11,794 shares 11,794 $1.38M 0.3% -49 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,943 shares; 2024Q4: 96,303 shares; 2025Q1: 117,060 shares; 2025Q2: 124,349 shares; 2025Q3: 149,625 shares; 2025Q4: 149,084 shares; 2026Q1: 46,774 shares; 2026Q2: 45,239 shares 45,239 $1.38M 0.3% -1,535 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 3,384 shares; 2025Q1: 3,591 shares; 2025Q2: 3,584 shares; 2025Q3: 3,496 shares; 2025Q4: 3,749 shares; 2026Q1: 3,746 shares; 2026Q2: 3,718 shares 3,718 $1.35M 0.3% -28 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,241 shares; 2026Q2: 17,234 shares 17,234 $1.24M 0.27% -7 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,921 shares; 2024Q4: 6,305 shares; 2025Q1: 6,531 shares; 2025Q2: 6,400 shares; 2025Q3: 6,333 shares; 2025Q4: 4,352 shares; 2026Q1: 11,978 shares; 2026Q2: 11,933 shares 11,933 $1.24M 0.27% -45 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,321 shares; 2024Q4: 6,352 shares; 2025Q1: 6,523 shares; 2025Q2: 6,527 shares; 2025Q3: 6,501 shares; 2025Q4: 6,486 shares; 2026Q1: 6,608 shares; 2026Q2: 6,692 shares 6,692 $1.09M 0.24% +84 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,603 shares; 2024Q4: 11,649 shares; 2025Q1: 12,135 shares; 2025Q2: 11,843 shares; 2025Q3: 11,868 shares; 2025Q4: 11,315 shares; 2026Q1: 11,362 shares; 2026Q2: 11,425 shares 11,425 $1.09M 0.24% +63 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: 7,097 shares; 2024Q4: 7,438 shares; 2025Q1: 7,751 shares; 2025Q2: 7,606 shares; 2025Q3: 7,322 shares; 2025Q4: 7,427 shares; 2026Q1: 7,639 shares; 2026Q2: 7,643 shares 7,643 $1.04M 0.23% +4 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,692 shares; 2025Q1: 26,697 shares; 2025Q2: 30,225 shares; 2025Q3: 37,125 shares; 2025Q4: 43,034 shares; 2026Q1: 48,902 shares; 2026Q2: 51,091 shares 51,091 $1.04M 0.23% +2,189 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 4,791 shares; 2025Q1: 5,053 shares; 2025Q2: 4,939 shares; 2025Q3: 4,951 shares; 2025Q4: 4,733 shares; 2026Q1: 4,780 shares; 2026Q2: 4,826 shares 4,826 $999K 0.22% +46 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: 906 shares; 2024Q4: 920 shares; 2025Q1: 928 shares; 2025Q2: 900 shares; 2025Q3: 902 shares; 2025Q4: 930 shares; 2026Q1: 978 shares; 2026Q2: 978 shares 978 $989K 0.22% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,213 shares; 2024Q4: 7,498 shares; 2025Q1: 7,399 shares; 2025Q2: 7,225 shares; 2025Q3: 7,128 shares; 2025Q4: 7,715 shares; 2026Q1: 7,715 shares; 2026Q2: 8,042 shares 8,042 $976K 0.21% +327 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: 198 shares; 2026Q2: 5,409 shares 5,409 $964K 0.21% +5,211 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,699 shares; 2025Q1: 23,909 shares; 2025Q2: 27,449 shares; 2025Q3: 37,591 shares; 2025Q4: 43,744 shares; 2026Q1: 49,925 shares; 2026Q2: 51,798 shares 51,798 $962K 0.21% +1,873 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 49,374 shares; 2026Q1: 55,395 shares; 2026Q2: 57,634 shares 57,634 $959K 0.21% +2,239 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,521 shares 2,521 $929K 0.2% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,281 shares; 2024Q4: 7,290 shares; 2025Q1: 7,356 shares; 2025Q2: 7,421 shares; 2025Q3: 7,536 shares; 2025Q4: 7,485 shares; 2026Q1: 7,239 shares; 2026Q2: 7,254 shares 7,254 $927K 0.2% +15 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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: 7,694 shares; 2026Q2: 7,757 shares 7,757 $925K 0.2% +63 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,979 shares; 2024Q4: 71,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,406 shares; 2025Q4: 78,224 shares; 2026Q1: 80,110 shares; 2026Q2: 6,564 shares 6,564 $897K 0.2% -73,546 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,186 shares; 2024Q4: 16,476 shares; 2025Q1: 16,413 shares; 2025Q2: 15,925 shares; 2025Q3: 15,718 shares; 2025Q4: 16,906 shares; 2026Q1: 16,906 shares; 2026Q2: 16,822 shares 16,822 $881K 0.19% -84 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,116 shares; 2025Q2: 43,159 shares; 2025Q3: 43,265 shares; 2025Q4: 41,554 shares; 2026Q1: 42,115 shares; 2026Q2: 42,580 shares 42,580 $847K 0.19% +465 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,560 shares; 2025Q2: 10,348 shares; 2025Q3: 10,390 shares; 2025Q4: 10,033 shares; 2026Q1: 10,071 shares; 2026Q2: 10,101 shares 10,101 $841K 0.18% +30 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,863 shares; 2025Q2: 36,016 shares; 2025Q3: 36,122 shares; 2025Q4: 34,710 shares; 2026Q1: 34,830 shares; 2026Q2: 35,169 shares 35,169 $829K 0.18% +339 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,991 shares; 2025Q2: 19,653 shares; 2025Q3: 27,396 shares; 2025Q4: 33,432 shares; 2026Q1: 39,522 shares; 2026Q2: 41,790 shares 41,790 $820K 0.18% +2,268 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,743 shares; 2025Q2: 19,436 shares; 2025Q3: 27,241 shares; 2025Q4: 33,464 shares; 2026Q1: 39,088 shares; 2026Q2: 40,921 shares 40,921 $799K 0.18% +1,833 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,308 shares; 2026Q2: 5,385 shares 5,385 $785K 0.17% +77 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: not reported; 2024Q4: 2,091 shares; 2025Q1: 2,091 shares; 2025Q2: 2,091 shares; 2025Q3: 2,091 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares; 2026Q2: 2,091 shares 2,091 $774K 0.17% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 90,170 shares; 2026Q2: 56,611 shares 56,611 $752K 0.17% -33,559 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: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.16% 0 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: 8,256 shares; 2024Q4: 8,256 shares; 2025Q1: 8,256 shares; 2025Q2: 8,256 shares; 2025Q3: 8,256 shares; 2025Q4: 8,256 shares; 2026Q1: 8,256 shares; 2026Q2: 8,256 shares 8,256 $747K 0.16% 0 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: 5,165 shares; 2024Q4: 5,186 shares; 2025Q1: 5,544 shares; 2025Q2: 5,476 shares; 2025Q3: 5,490 shares; 2025Q4: 5,274 shares; 2026Q1: 4,541 shares; 2026Q2: 4,593 shares 4,593 $720K 0.16% +52 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: 6,325 shares; 2024Q4: 6,483 shares; 2025Q1: 6,458 shares; 2025Q2: 6,427 shares; 2025Q3: 6,109 shares; 2025Q4: 6,515 shares; 2026Q1: 6,515 shares; 2026Q2: 6,495 shares 6,495 $717K 0.16% -20 Timeline FXI 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: 5,480 shares; 2025Q3: 12,280 shares; 2025Q4: 12,280 shares; 2026Q1: 22,280 shares; 2026Q2: 22,280 shares 22,280 $704K 0.15% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 4,849 shares; 2025Q1: 5,160 shares; 2025Q2: 5,134 shares; 2025Q3: 5,162 shares; 2025Q4: 5,180 shares; 2026Q1: 5,332 shares; 2026Q2: 5,357 shares 5,357 $678K 0.15% +25 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,414 shares; 2025Q1: 16,621 shares; 2025Q2: 20,468 shares; 2025Q3: 29,467 shares; 2025Q4: 34,570 shares; 2026Q1: 8,137 shares; 2026Q2: 8,137 shares 8,137 $673K 0.15% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,977 shares; 2025Q3: 9,977 shares; 2025Q4: 9,977 shares; 2026Q1: 9,057 shares; 2026Q2: 9,057 shares 9,057 $645K 0.14% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,890 shares; 2024Q4: 6,152 shares; 2025Q1: 6,410 shares; 2025Q2: 6,374 shares; 2025Q3: 6,387 shares; 2025Q4: 6,425 shares; 2026Q1: 6,359 shares; 2026Q2: 6,416 shares 6,416 $614K 0.13% +57 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 10,852 shares 10,852 $588K 0.13% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,646 shares; 2024Q4: 9,159 shares; 2025Q1: 9,717 shares; 2025Q2: 9,680 shares; 2025Q3: 9,564 shares; 2025Q4: 6,980 shares; 2026Q1: 7,920 shares; 2026Q2: 8,034 shares 8,034 $577K 0.13% +114 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; 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: 3,247 shares; 2026Q2: 3,311 shares 3,311 $573K 0.13% +64 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,403 shares; 2024Q4: 4,401 shares; 2025Q1: 4,503 shares; 2025Q2: 4,517 shares; 2025Q3: 4,517 shares; 2025Q4: 4,512 shares; 2026Q1: 4,354 shares; 2026Q2: 4,322 shares 4,322 $558K 0.12% -32 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,822 shares; 2025Q3: 5,822 shares; 2025Q4: 5,822 shares; 2026Q1: 5,822 shares; 2026Q2: 5,822 shares 5,822 $557K 0.12% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,172 shares; 2025Q1: 1,229 shares; 2025Q2: 5,181 shares; 2025Q3: 5,190 shares; 2025Q4: 4,459 shares; 2026Q1: 3,947 shares; 2026Q2: 3,947 shares 3,947 $550K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,892 shares; 2026Q2: 2,903 shares 2,903 $522K 0.11% +11 Timeline ATI ATI INC More: the full row for ATI 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: 2,636 shares; 2026Q2: 2,634 shares 2,634 $519K 0.11% -2 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,493 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,901 shares; 2026Q2: 4,241 shares 4,241 $515K 0.11% +340 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 2,856 shares 2,856 $498K 0.11% new Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO 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: not reported; 2025Q4: not reported; 2026Q1: 10,888 shares; 2026Q2: 11,007 shares 11,007 $487K 0.11% +119 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 5,700 shares; 2026Q2: 5,760 shares 5,760 $477K 0.1% +60 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 7,662 shares 7,662 $473K 0.1% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,897 shares; 2024Q4: 7,935 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,573 shares; 2026Q2: 5,627 shares 5,627 $464K 0.1% +54 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,182 shares; 2025Q1: 1,172 shares; 2025Q2: 1,161 shares; 2025Q3: 1,122 shares; 2025Q4: 1,123 shares; 2026Q1: 1,123 shares; 2026Q2: 1,124 shares 1,124 $443K 0.1% +1 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 711 shares 711 $439K 0.1% new Timeline PSO PEARSON PLC More: the full row for PEARSON 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: 27,482 shares 27,482 $437K 0.1% new Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 973 shares; 2026Q2: 975 shares 975 $415K 0.09% +2 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 805 shares; 2026Q2: 808 shares 808 $396K 0.09% +3 Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: 6,013 shares 6,013 $395K 0.09% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR 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: 2,573 shares 2,573 $394K 0.09% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,404 shares; 2025Q3: 2,335 shares; 2025Q4: 2,323 shares; 2026Q1: 2,231 shares; 2026Q2: 2,236 shares 2,236 $393K 0.09% +5 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 592 shares; 2026Q2: 596 shares 596 $384K 0.08% +4 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: not reported; 2026Q1: 419 shares; 2026Q2: 425 shares 425 $365K 0.08% +6 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: 1,779 shares; 2026Q2: 1,920 shares 1,920 $364K 0.08% +141 Timeline FLEX FLEX LTD More: the full row for FLEX 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: not reported; 2025Q4: not reported; 2026Q1: 3,984 shares; 2026Q2: 2,212 shares 2,212 $358K 0.08% -1,772 Timeline SF STIFEL FINL CORP More: the full row for STIFEL 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: 5,080 shares 5,080 $354K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,706 shares; 2025Q3: 1,447 shares; 2025Q4: 447 shares; 2026Q1: 447 shares; 2026Q2: 472 shares 472 $353K 0.08% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,300 shares; 2025Q3: 4,353 shares; 2025Q4: 4,580 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $350K 0.08% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,673 shares; 2025Q3: 3,741 shares; 2025Q4: 3,741 shares; 2026Q1: 3,741 shares; 2026Q2: 3,741 shares 3,741 $341K 0.07% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,338 shares; 2024Q4: 3,338 shares; 2025Q1: 3,338 shares; 2025Q2: 3,338 shares; 2025Q3: 3,338 shares; 2025Q4: 3,338 shares; 2026Q1: 3,338 shares; 2026Q2: 3,338 shares 3,338 $328K 0.07% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,369 shares 1,369 $325K 0.07% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,335 shares; 2026Q1: 2,335 shares; 2026Q2: 2,335 shares 2,335 $321K 0.07% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 417 shares; 2026Q2: 423 shares 423 $320K 0.07% +6 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,675 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,030 shares; 2026Q2: 13,868 shares 13,868 $310K 0.07% -162 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,233 shares; 2024Q4: 4,233 shares; 2025Q1: 4,233 shares; 2025Q2: 4,233 shares; 2025Q3: 4,233 shares; 2025Q4: 4,233 shares; 2026Q1: 4,233 shares; 2026Q2: 4,233 shares 4,233 $308K 0.07% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,025 shares; 2025Q2: 1,019 shares; 2025Q3: 1,034 shares; 2025Q4: 996 shares; 2026Q1: 973 shares; 2026Q2: 961 shares 961 $304K 0.07% -12 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 1,793 shares 1,793 $304K 0.07% 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: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $303K 0.07% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,485 shares; 2026Q2: 1,440 shares 1,440 $297K 0.07% -1,045 Timeline GSK GSK PLC More: the full row for GSK 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: 5,525 shares; 2026Q2: 5,636 shares 5,636 $295K 0.06% +111 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: not reported; 2026Q1: not reported; 2026Q2: 1,515 shares 1,515 $283K 0.06% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $281K 0.06% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 909 shares; 2026Q2: 902 shares 902 $280K 0.06% -7 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 1,031 shares; 2025Q1: 1,059 shares; 2025Q2: 1,063 shares; 2025Q3: 1,067 shares; 2025Q4: 1,064 shares; 2026Q1: 532 shares; 2026Q2: 515 shares 515 $279K 0.06% -17 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: 9,011 shares; 2024Q4: 6,302 shares; 2025Q1: 14,583 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $273K 0.06% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 928 shares; 2024Q4: 939 shares; 2025Q1: 974 shares; 2025Q2: 979 shares; 2025Q3: 979 shares; 2025Q4: 983 shares; 2026Q1: 953 shares; 2026Q2: 709 shares 709 $265K 0.06% -244 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 674 shares 674 $256K 0.06% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares; 2026Q2: 2,990 shares 2,990 $248K 0.05% 0 Timeline IWX 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: 2,352 shares; 2025Q4: 2,352 shares; 2026Q1: 2,352 shares; 2026Q2: 2,352 shares 2,352 $247K 0.05% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 293 shares; 2026Q2: 303 shares 303 $241K 0.05% +10 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,125 shares; 2025Q4: 2,419 shares; 2026Q1: 2,419 shares; 2026Q2: 1,125 shares 1,125 $239K 0.05% -1,294 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 360 shares 360 $236K 0.05% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 799 shares; 2025Q4: 799 shares; 2026Q1: not reported; 2026Q2: 799 shares 799 $232K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,457 shares 1,457 $230K 0.05% new 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: 4,433 shares; 2024Q4: 4,466 shares; 2025Q1: 4,492 shares; 2025Q2: 4,487 shares; 2025Q3: 498 shares; 2025Q4: 451 shares; 2026Q1: 451 shares; 2026Q2: 451 shares 451 $230K 0.05% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,739 shares; 2025Q4: 3,739 shares; 2026Q1: 3,739 shares; 2026Q2: 3,739 shares 3,739 $223K 0.05% 0 Timeline IRS IRSA INVERSIONES Y REP S A More: the full row for IRSA INVERSIONES Y REP S A Quarterly shares; 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: 13,862 shares; 2026Q2: 14,081 shares 14,081 $217K 0.05% +219 Timeline BKLN 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: 10,203 shares; 2024Q4: 10,203 shares; 2025Q1: 10,203 shares; 2025Q2: 10,203 shares; 2025Q3: 10,203 shares; 2025Q4: 10,203 shares; 2026Q1: 10,203 shares; 2026Q2: 10,203 shares 10,203 $208K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 58,897 shares; 2026Q1: 4,306 shares; 2026Q2: 1,764 shares 1,764 $207K 0.05% -2,542 Timeline