IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,853 shares; 2024Q4: 85,862 shares; 2025Q1: 93,872 shares; 2025Q2: 100,041 shares; 2025Q3: 107,161 shares; 2025Q4: 113,317 shares; 2026Q1: 119,618 shares; 2026Q2: 122,731 shares 122,731 $91.9M 16.78% +3,113 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: 770,984 shares; 2024Q4: 879,969 shares; 2025Q1: 909,237 shares; 2025Q2: 937,083 shares; 2025Q3: 957,119 shares; 2025Q4: 979,288 shares; 2026Q1: 995,981 shares; 2026Q2: 1,011,315 shares 1,011,315 $72.1M 13.16% +15,334 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 393,161 shares; 2024Q4: 458,976 shares; 2025Q1: 495,892 shares; 2025Q2: 523,087 shares; 2025Q3: 556,660 shares; 2025Q4: 580,560 shares; 2026Q1: 583,848 shares; 2026Q2: 576,703 shares 576,703 $42M 7.68% -7,145 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 474,041 shares; 2024Q4: 534,438 shares; 2025Q1: 566,198 shares; 2025Q2: 603,996 shares; 2025Q3: 735,709 shares; 2025Q4: 762,388 shares; 2026Q1: 794,794 shares; 2026Q2: 827,671 shares 827,671 $37.7M 6.88% +32,877 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: 31,262 shares; 2024Q4: 35,218 shares; 2025Q1: 38,644 shares; 2025Q2: 41,423 shares; 2025Q3: 43,458 shares; 2025Q4: 45,972 shares; 2026Q1: 48,506 shares; 2026Q2: 49,250 shares 49,250 $36.3M 6.62% +744 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: 138,875 shares; 2024Q4: 173,734 shares; 2025Q1: 198,593 shares; 2025Q2: 217,207 shares; 2025Q3: 290,109 shares; 2025Q4: 313,767 shares; 2026Q1: 333,196 shares; 2026Q2: 341,501 shares 341,501 $26.3M 4.81% +8,305 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: 196,141 shares; 2024Q4: 219,321 shares; 2025Q1: 248,553 shares; 2025Q2: 258,667 shares; 2025Q3: 291,741 shares; 2025Q4: 302,588 shares; 2026Q1: 316,139 shares; 2026Q2: 329,479 shares 329,479 $26M 4.75% +13,340 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,984 shares; 2024Q4: 116,818 shares; 2025Q1: 124,169 shares; 2025Q2: 130,561 shares; 2025Q3: 135,545 shares; 2025Q4: 140,407 shares; 2026Q1: 144,690 shares; 2026Q2: 147,778 shares 147,778 $23.2M 4.24% +3,088 Timeline VUSB 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: 232,506 shares; 2024Q4: 251,747 shares; 2025Q1: 263,442 shares; 2025Q2: 286,325 shares; 2025Q3: 345,905 shares; 2025Q4: 361,964 shares; 2026Q1: 369,912 shares; 2026Q2: 378,923 shares 378,923 $18.9M 3.44% +9,011 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: 119,640 shares; 2024Q4: 130,158 shares; 2025Q1: 136,678 shares; 2025Q2: 147,883 shares; 2025Q3: 173,219 shares; 2025Q4: 181,341 shares; 2026Q1: 184,572 shares; 2026Q2: 189,477 shares 189,477 $15.7M 2.86% +4,905 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: 21,128 shares; 2024Q4: 22,374 shares; 2025Q1: 21,683 shares; 2025Q2: 21,546 shares; 2025Q3: 21,398 shares; 2025Q4: 20,748 shares; 2026Q1: 20,318 shares; 2026Q2: 20,307 shares 20,307 $13.9M 2.55% -11 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,667 shares; 2025Q1: 72,466 shares; 2025Q2: 99,589 shares; 2025Q3: 199,217 shares; 2025Q4: 242,768 shares; 2026Q1: 279,126 shares; 2026Q2: 284,051 shares 284,051 $11.7M 2.14% +4,925 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,281 shares; 2024Q4: 113,692 shares; 2025Q1: 97,693 shares; 2025Q2: 93,305 shares; 2025Q3: 86,457 shares; 2025Q4: 88,829 shares; 2026Q1: 88,471 shares; 2026Q2: 86,730 shares 86,730 $7.41M 1.35% -1,741 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: 24,558 shares; 2024Q4: 23,018 shares; 2025Q1: 24,514 shares; 2025Q2: 27,809 shares; 2025Q3: 28,730 shares; 2025Q4: 32,931 shares; 2026Q1: 32,428 shares; 2026Q2: 34,891 shares 34,891 $6.98M 1.27% +2,463 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: 17,004 shares; 2024Q4: 16,884 shares; 2025Q1: 17,078 shares; 2025Q2: 16,762 shares; 2025Q3: 16,716 shares; 2025Q4: 17,160 shares; 2026Q1: 17,219 shares; 2026Q2: 17,222 shares 17,222 $6.37M 1.16% +3 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: 17,518 shares; 2024Q4: 17,235 shares; 2025Q1: 18,517 shares; 2025Q2: 14,065 shares; 2025Q3: 15,346 shares; 2025Q4: 17,743 shares; 2026Q1: 18,983 shares; 2026Q2: 20,566 shares 20,566 $5.95M 1.09% +1,583 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,767 shares; 2024Q4: 220,718 shares; 2025Q1: 183,046 shares; 2025Q2: 172,785 shares; 2025Q3: 159,622 shares; 2025Q4: 156,307 shares; 2026Q1: 154,270 shares; 2026Q2: 150,299 shares 150,299 $5.6M 1.02% -3,971 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,889 shares; 2024Q4: 22,311 shares; 2025Q1: 21,291 shares; 2025Q2: 21,281 shares; 2025Q3: 21,983 shares; 2025Q4: 21,334 shares; 2026Q1: 21,042 shares; 2026Q2: 20,962 shares 20,962 $5.16M 0.94% -80 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: 12,082 shares; 2024Q4: 12,717 shares; 2025Q1: 14,663 shares; 2025Q2: 14,530 shares; 2025Q3: 16,288 shares; 2025Q4: 17,139 shares; 2026Q1: 18,050 shares; 2026Q2: 19,054 shares 19,054 $4.54M 0.83% +1,004 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: 10,726 shares; 2024Q4: 9,561 shares; 2025Q1: 9,684 shares; 2025Q2: 8,599 shares; 2025Q3: 9,857 shares; 2025Q4: 10,769 shares; 2026Q1: 10,958 shares; 2026Q2: 11,359 shares 11,359 $4.01M 0.73% +401 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101,139 shares; 2025Q4: 99,595 shares; 2026Q1: 98,347 shares; 2026Q2: 95,803 shares 95,803 $3.84M 0.7% -2,544 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: 2,795 shares; 2024Q4: 3,286 shares; 2025Q1: 5,034 shares; 2025Q2: 5,505 shares; 2025Q3: 6,608 shares; 2025Q4: 8,285 shares; 2026Q1: 8,980 shares; 2026Q2: 9,134 shares 9,134 $3.41M 0.62% +154 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: 6,372 shares; 2024Q4: 6,602 shares; 2025Q1: 6,724 shares; 2025Q2: 7,056 shares; 2025Q3: 7,455 shares; 2025Q4: 7,767 shares; 2026Q1: 8,620 shares; 2026Q2: 9,286 shares 9,286 $3.32M 0.61% +666 Timeline BIL 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: 40,254 shares; 2024Q4: 17,377 shares; 2025Q1: 39,798 shares; 2025Q2: 33,910 shares; 2025Q3: 34,726 shares; 2025Q4: 25,160 shares; 2026Q1: 24,718 shares; 2026Q2: 27,542 shares 27,542 $2.52M 0.46% +2,824 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: 3,609 shares; 2024Q4: 2,976 shares; 2025Q1: 3,091 shares; 2025Q2: 3,330 shares; 2025Q3: 3,099 shares; 2025Q4: 3,146 shares; 2026Q1: 3,408 shares; 2026Q2: 3,371 shares 3,371 $2.52M 0.46% -37 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,267 shares; 2024Q4: 43,551 shares; 2025Q1: 36,182 shares; 2025Q2: 34,216 shares; 2025Q3: 30,785 shares; 2025Q4: 30,159 shares; 2026Q1: 30,044 shares; 2026Q2: 29,265 shares 29,265 $2.41M 0.44% -779 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: 32,927 shares; 2024Q4: 35,813 shares; 2025Q1: 32,986 shares; 2025Q2: 32,734 shares; 2025Q3: 34,894 shares; 2025Q4: 33,058 shares; 2026Q1: 32,401 shares; 2026Q2: 33,469 shares 33,469 $2M 0.36% +1,068 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: 7,053 shares; 2024Q4: 6,878 shares; 2025Q1: 7,057 shares; 2025Q2: 7,068 shares; 2025Q3: 7,262 shares; 2025Q4: 8,014 shares; 2026Q1: 7,675 shares; 2026Q2: 7,780 shares 7,780 $1.96M 0.36% +105 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: 2,757 shares; 2024Q4: 2,578 shares; 2025Q1: 2,506 shares; 2025Q2: 2,510 shares; 2025Q3: 2,741 shares; 2025Q4: 2,749 shares; 2026Q1: 2,747 shares; 2026Q2: 2,773 shares 2,773 $1.95M 0.36% +26 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: 6,983 shares; 2026Q1: 6,047 shares; 2026Q2: 4,146 shares 4,146 $1.79M 0.33% -1,901 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,387 shares; 2024Q4: 9,723 shares; 2025Q1: 9,669 shares; 2025Q2: 10,206 shares; 2025Q3: 9,573 shares; 2025Q4: 8,236 shares; 2026Q1: 7,626 shares; 2026Q2: 5,865 shares 5,865 $1.75M 0.32% -1,761 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,552 shares; 2024Q4: 26,119 shares; 2025Q1: 23,022 shares; 2025Q2: 21,188 shares; 2025Q3: 19,657 shares; 2025Q4: 17,095 shares; 2026Q1: 17,085 shares; 2026Q2: 16,355 shares 16,355 $1.75M 0.32% -730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,319 shares; 2025Q3: 4,319 shares; 2025Q4: 8,638 shares; 2026Q1: 8,638 shares; 2026Q2: 8,638 shares 8,638 $1.65M 0.3% 0 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: 127 shares; 2024Q4: 1,580 shares; 2025Q1: 1,681 shares; 2025Q2: 3,083 shares; 2025Q3: 3,582 shares; 2025Q4: 4,200 shares; 2026Q1: 3,925 shares; 2026Q2: 4,288 shares 4,288 $1.62M 0.3% +363 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: 1,347 shares; 2024Q4: 1,348 shares; 2025Q1: 1,349 shares; 2025Q2: 1,347 shares; 2025Q3: 1,356 shares; 2025Q4: 1,369 shares; 2026Q1: 1,394 shares; 2026Q2: 1,429 shares 1,429 $1.52M 0.28% +35 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,215 shares; 2025Q1: 29,443 shares; 2025Q2: 27,271 shares; 2025Q3: 25,425 shares; 2025Q4: 22,485 shares; 2026Q1: 19,918 shares; 2026Q2: 19,057 shares 19,057 $1.49M 0.27% -861 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,214 shares; 2024Q4: 15,208 shares; 2025Q1: 13,255 shares; 2025Q2: 11,910 shares; 2025Q3: 11,219 shares; 2025Q4: 9,813 shares; 2026Q1: 19,295 shares; 2026Q2: 18,566 shares 18,566 $1.45M 0.26% -729 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651 shares; 2024Q4: 2,174 shares; 2025Q1: 2,204 shares; 2025Q2: 2,236 shares; 2025Q3: 2,929 shares; 2025Q4: 3,783 shares; 2026Q1: 3,894 shares; 2026Q2: 4,261 shares 4,261 $1.39M 0.25% +367 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: 1,105 shares; 2024Q4: 1,218 shares; 2025Q1: 1,538 shares; 2025Q2: 1,644 shares; 2025Q3: 2,085 shares; 2025Q4: 2,181 shares; 2026Q1: 2,338 shares; 2026Q2: 2,367 shares 2,367 $1.33M 0.24% +29 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,813 shares; 2025Q3: 15,433 shares; 2025Q4: 12,795 shares; 2026Q1: 10,726 shares; 2026Q2: 14,260 shares 14,260 $1.29M 0.24% +3,534 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698 shares; 2024Q4: 583 shares; 2025Q1: 584 shares; 2025Q2: 556 shares; 2025Q3: 524 shares; 2025Q4: 468 shares; 2026Q1: 423 shares; 2026Q2: 397 shares 397 $1.27M 0.23% -26 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: 21,769 shares; 2025Q1: 20,885 shares; 2025Q2: 24,157 shares; 2025Q3: 10,878 shares; 2025Q4: 9,424 shares; 2026Q1: 3,652 shares; 2026Q2: 2,568 shares 2,568 $1.26M 0.23% -1,084 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: 815 shares; 2024Q4: 1,140 shares; 2025Q1: 1,485 shares; 2025Q2: 1,654 shares; 2025Q3: 1,850 shares; 2025Q4: 2,273 shares; 2026Q1: 2,341 shares; 2026Q2: 2,404 shares 2,404 $1.2M 0.22% +63 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,960 shares; 2024Q4: 24,552 shares; 2025Q1: 21,982 shares; 2025Q2: 20,388 shares; 2025Q3: 19,066 shares; 2025Q4: 16,622 shares; 2026Q1: 15,026 shares; 2026Q2: 14,391 shares 14,391 $1.17M 0.21% -635 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,257 shares; 2024Q4: 23,528 shares; 2025Q1: 17,898 shares; 2025Q2: 11,955 shares; 2025Q3: 7,536 shares; 2025Q4: 11,360 shares; 2026Q1: 10,323 shares; 2026Q2: 10,046 shares 10,046 $1.17M 0.21% -277 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 10,112 shares; 2026Q2: 11,577 shares 11,577 $1.17M 0.21% +1,465 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,893 shares; 2024Q4: 15,960 shares; 2025Q1: 16,770 shares; 2025Q2: 18,761 shares; 2025Q3: 17,403 shares; 2025Q4: 10,314 shares; 2026Q1: 8,858 shares; 2026Q2: 8,313 shares 8,313 $1.13M 0.21% -545 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: 2,758 shares; 2024Q4: 2,468 shares; 2025Q1: 2,467 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares; 2026Q2: 2,460 shares 2,460 $1.05M 0.19% 0 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: 652 shares; 2024Q4: 1,530 shares; 2025Q1: 1,578 shares; 2025Q2: 1,498 shares; 2025Q3: 2,307 shares; 2025Q4: 2,572 shares; 2026Q1: 2,655 shares; 2026Q2: 2,929 shares 2,929 $999K 0.18% +274 Timeline POOL POOL CORP More: the full row for POOL 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: 4,641 shares 4,641 $997K 0.18% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,748 shares; 2026Q1: 6,137 shares; 2026Q2: 6,749 shares 6,749 $942K 0.17% +612 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: 2,129 shares; 2024Q4: 2,132 shares; 2025Q1: 2,140 shares; 2025Q2: 2,142 shares; 2025Q3: 2,209 shares; 2025Q4: 2,215 shares; 2026Q1: 2,246 shares; 2026Q2: 3,325 shares 3,325 $899K 0.16% +1,079 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 293 shares; 2025Q4: 482 shares; 2026Q1: 586 shares; 2026Q2: 740 shares 740 $887K 0.16% +154 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 4,862 shares; 2025Q1: 4,684 shares; 2025Q2: 4,698 shares; 2025Q3: 9,508 shares; 2025Q4: 9,096 shares; 2026Q1: 8,601 shares; 2026Q2: 8,596 shares 8,596 $853K 0.16% -5 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this 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: 13,524 shares 13,524 $839K 0.15% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,368 shares; 2026Q1: 2,414 shares; 2026Q2: 2,763 shares 2,763 $823K 0.15% +349 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,105 shares; 2024Q4: 10,565 shares; 2025Q1: 6,862 shares; 2025Q2: 4,468 shares; 2025Q3: 4,290 shares; 2025Q4: 3,748 shares; 2026Q1: 3,554 shares; 2026Q2: 3,550 shares 3,550 $775K 0.14% -4 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: not reported; 2024Q4: 689 shares; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 1,115 shares; 2025Q4: 1,520 shares; 2026Q1: 1,687 shares; 2026Q2: 1,830 shares 1,830 $770K 0.14% +143 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,310 shares; 2025Q3: 11,911 shares; 2025Q4: 10,181 shares; 2026Q1: 9,199 shares; 2026Q2: 8,853 shares 8,853 $746K 0.14% -346 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $727K 0.13% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,514 shares; 2026Q1: 1,628 shares; 2026Q2: 2,089 shares 2,089 $717K 0.13% +461 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: 6,064 shares; 2024Q4: 5,890 shares; 2025Q1: 5,972 shares; 2025Q2: 6,001 shares; 2025Q3: 6,380 shares; 2025Q4: 7,273 shares; 2026Q1: 6,909 shares; 2026Q2: 7,366 shares 7,366 $668K 0.12% +457 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: 681 shares; 2025Q4: 784 shares; 2026Q1: 849 shares; 2026Q2: 913 shares 913 $657K 0.12% +64 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,556 shares; 2024Q4: 11,418 shares; 2025Q1: 11,433 shares; 2025Q2: 12,361 shares; 2025Q3: 14,287 shares; 2025Q4: 12,207 shares; 2026Q1: 12,552 shares; 2026Q2: 12,642 shares 12,642 $639K 0.12% +90 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,318 shares; 2024Q4: 58,597 shares; 2025Q1: 51,376 shares; 2025Q2: 47,979 shares; 2025Q3: 51,983 shares; 2025Q4: 42,750 shares; 2026Q1: 37,426 shares; 2026Q2: 24,189 shares 24,189 $637K 0.12% -13,237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,055 shares 1,055 $613K 0.11% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL 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: 5,758 shares; 2025Q4: 6,113 shares; 2026Q1: 5,723 shares; 2026Q2: 5,640 shares 5,640 $606K 0.11% -83 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 3,195 shares; 2025Q1: 3,280 shares; 2025Q2: 4,621 shares; 2025Q3: 5,754 shares; 2025Q4: 6,623 shares; 2026Q1: 4,922 shares; 2026Q2: 5,997 shares 5,997 $604K 0.11% +1,075 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: 850 shares; 2024Q4: 926 shares; 2025Q1: 1,229 shares; 2025Q2: 1,240 shares; 2025Q3: 1,447 shares; 2025Q4: 1,557 shares; 2026Q1: 1,582 shares; 2026Q2: 1,678 shares 1,678 $592K 0.11% +96 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: 760 shares; 2024Q4: 660 shares; 2025Q1: 723 shares; 2025Q2: 1,044 shares; 2025Q3: 1,044 shares; 2025Q4: 1,044 shares; 2026Q1: 761 shares; 2026Q2: 774 shares 774 $591K 0.11% +13 Timeline GBIL 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: 10,532 shares; 2024Q4: 8,637 shares; 2025Q1: 7,970 shares; 2025Q2: 8,761 shares; 2025Q3: 7,981 shares; 2025Q4: 8,590 shares; 2026Q1: 5,955 shares; 2026Q2: 5,846 shares 5,846 $585K 0.11% -109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,412 shares; 2025Q4: 2,494 shares; 2026Q1: 2,122 shares; 2026Q2: 2,230 shares 2,230 $566K 0.1% +108 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: 412 shares; 2025Q3: 477 shares; 2025Q4: 520 shares; 2026Q1: 445 shares; 2026Q2: 475 shares 475 $558K 0.1% +30 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: 7,673 shares; 2024Q4: 8,531 shares; 2025Q1: 9,214 shares; 2025Q2: 9,267 shares; 2025Q3: 9,377 shares; 2025Q4: 9,413 shares; 2026Q1: 9,337 shares; 2026Q2: 9,667 shares 9,667 $551K 0.1% +330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,143 shares; 2025Q3: 10,151 shares; 2025Q4: 10,160 shares; 2026Q1: 10,181 shares; 2026Q2: 10,190 shares 10,190 $546K 0.1% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,234 shares; 2025Q4: 1,309 shares; 2026Q1: 1,421 shares; 2026Q2: 1,415 shares 1,415 $529K 0.1% -6 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,914 shares; 2026Q2: 1,806 shares 1,806 $529K 0.1% -108 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: 3,329 shares; 2024Q4: 3,431 shares; 2025Q1: 3,698 shares; 2025Q2: 3,833 shares; 2025Q3: 3,937 shares; 2025Q4: 4,349 shares; 2026Q1: 4,750 shares; 2026Q2: 4,581 shares 4,581 $519K 0.09% -169 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: 3,833 shares; 2024Q4: 3,833 shares; 2025Q1: 3,833 shares; 2025Q2: 3,833 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares; 2026Q1: 3,751 shares; 2026Q2: 3,751 shares 3,751 $516K 0.09% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,351 shares; 2026Q1: 2,305 shares; 2026Q2: 2,617 shares 2,617 $496K 0.09% +312 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228 shares; 2024Q4: 228 shares; 2025Q1: 234 shares; 2025Q2: 2,342 shares; 2025Q3: 2,347 shares; 2025Q4: 2,351 shares; 2026Q1: 2,357 shares; 2026Q2: 2,361 shares 2,361 $451K 0.08% +4 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST 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: 2,919 shares; 2026Q1: 2,911 shares; 2026Q2: 2,772 shares 2,772 $446K 0.08% -139 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: 1,942 shares; 2026Q1: 1,975 shares; 2026Q2: 2,227 shares 2,227 $439K 0.08% +252 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,671 shares; 2025Q4: 2,140 shares; 2026Q1: 2,393 shares; 2026Q2: 2,768 shares 2,768 $419K 0.08% +375 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,922 shares; 2024Q4: 9,102 shares; 2025Q1: 8,294 shares; 2025Q2: 6,934 shares; 2025Q3: 6,454 shares; 2025Q4: 2,954 shares; 2026Q1: 2,532 shares; 2026Q2: 2,367 shares 2,367 $416K 0.08% -165 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,192 shares; 2025Q4: 3,365 shares; 2026Q1: 2,965 shares; 2026Q2: 2,967 shares 2,967 $415K 0.08% +2 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 258 shares; 2026Q1: 261 shares; 2026Q2: 290 shares 290 $401K 0.07% +29 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: 1,200 shares; 2024Q4: 1,206 shares; 2025Q1: 1,208 shares; 2025Q2: 1,210 shares; 2025Q3: 1,283 shares; 2025Q4: 1,312 shares; 2026Q1: 1,318 shares; 2026Q2: 1,452 shares 1,452 $395K 0.07% +134 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,741 shares; 2026Q1: 1,845 shares; 2026Q2: 2,319 shares 2,319 $394K 0.07% +474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 816 shares; 2025Q3: not reported; 2025Q4: 654 shares; 2026Q1: 744 shares; 2026Q2: 926 shares 926 $385K 0.07% +182 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,349 shares; 2026Q1: 6,350 shares; 2026Q2: 5,080 shares 5,080 $384K 0.07% -1,270 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,791 shares; 2026Q1: 1,830 shares; 2026Q2: 2,061 shares 2,061 $368K 0.07% +231 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: 3,413 shares; 2025Q3: 3,413 shares; 2025Q4: 3,413 shares; 2026Q1: 3,413 shares; 2026Q2: 3,413 shares 3,413 $366K 0.07% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 353 shares; 2025Q4: 433 shares; 2026Q1: 441 shares; 2026Q2: 472 shares 472 $357K 0.07% +31 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: 1,539 shares; 2024Q4: 1,539 shares; 2025Q1: 1,539 shares; 2025Q2: 2,212 shares; 2025Q3: 2,207 shares; 2025Q4: 2,207 shares; 2026Q1: 2,207 shares; 2026Q2: 2,207 shares 2,207 $350K 0.06% 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: 1,540 shares; 2025Q1: 1,677 shares; 2025Q2: not reported; 2025Q3: 1,480 shares; 2025Q4: 2,132 shares; 2026Q1: 1,867 shares; 2026Q2: 2,092 shares 2,092 $347K 0.06% +225 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,061 shares; 2025Q4: 1,418 shares; 2026Q1: 1,446 shares; 2026Q2: 1,595 shares 1,595 $339K 0.06% +149 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: not reported; 2025Q4: 1,838 shares; 2026Q1: 2,433 shares; 2026Q2: 2,460 shares 2,460 $336K 0.06% +27 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,200 shares 1,200 $331K 0.06% new 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: not reported; 2026Q2: 449 shares 449 $325K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,474 shares 1,474 $321K 0.06% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,360 shares; 2025Q4: 1,621 shares; 2026Q1: 1,406 shares; 2026Q2: 1,349 shares 1,349 $320K 0.06% -57 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,366 shares; 2025Q1: 5,366 shares; 2025Q2: 5,366 shares; 2025Q3: 6,027 shares; 2025Q4: 6,204 shares; 2026Q1: 6,204 shares; 2026Q2: 6,204 shares 6,204 $319K 0.06% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,102 shares; 2025Q1: 1,059 shares; 2025Q2: 1,061 shares; 2025Q3: 1,211 shares; 2025Q4: 1,225 shares; 2026Q1: 1,311 shares; 2026Q2: 1,421 shares 1,421 $314K 0.06% +110 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: 805 shares 805 $306K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,510 shares 3,510 $302K 0.06% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,268 shares; 2024Q4: not reported; 2025Q1: 1,411 shares; 2025Q2: 1,321 shares; 2025Q3: 1,442 shares; 2025Q4: 1,487 shares; 2026Q1: not reported; 2026Q2: 1,566 shares 1,566 $289K 0.05% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,432 shares; 2026Q2: 1,524 shares 1,524 $276K 0.05% +92 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,236 shares; 2026Q1: 3,485 shares; 2026Q2: 3,518 shares 3,518 $271K 0.05% +33 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,403 shares; 2026Q1: 2,442 shares; 2026Q2: 2,895 shares 2,895 $267K 0.05% +453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,028 shares 2,028 $261K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 652 shares 652 $259K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 467 shares; 2025Q3: 528 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 486 shares 486 $250K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,088 shares 2,088 $245K 0.04% new 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: not reported; 2024Q4: 2,881 shares; 2025Q1: 2,314 shares; 2025Q2: 2,270 shares; 2025Q3: 2,501 shares; 2025Q4: not reported; 2026Q1: 2,249 shares; 2026Q2: 2,303 shares 2,303 $235K 0.04% +54 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,032 shares; 2025Q2: 9,451 shares; 2025Q3: 10,002 shares; 2025Q4: 10,589 shares; 2026Q1: 10,924 shares; 2026Q2: 11,042 shares 11,042 $232K 0.04% +118 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 366 shares; 2026Q1: 387 shares; 2026Q2: 439 shares 439 $231K 0.04% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,201 shares 1,201 $222K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares; 2026Q2: 224 shares 224 $210K 0.04% +19 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,255 shares; 2026Q2: 3,863 shares 3,863 $207K 0.04% +608 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,160 shares 3,160 $204K 0.04% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 491 shares 491 $201K 0.04% new Timeline BRCC BRC INC More: the full row for BRC 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: 79,395 shares 79,395 $88.1K 0.02% new Timeline SNAP SNAP INC More: the full row for SNAP 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: 10,043 shares 10,043 $44.6K 0.01% new Timeline DFNS T3 DEFENSE INC More: the full row for T3 DEFENSE 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: 16,478 shares 16,478 $2.82K <0.01% new Timeline