AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,745 shares; 2024Q4: 209,307 shares; 2025Q1: 200,222 shares; 2025Q2: 198,975 shares; 2025Q3: 197,387 shares; 2025Q4: 201,752 shares; 2026Q1: 190,977 shares; 2026Q2: 198,024 shares 198,024 $57.3M 5.35% +7,047 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: 54,848 shares; 2024Q4: 53,813 shares; 2025Q1: 52,370 shares; 2025Q2: 52,085 shares; 2025Q3: 51,412 shares; 2025Q4: 48,798 shares; 2026Q1: 46,836 shares; 2026Q2: 47,680 shares 47,680 $57.2M 5.34% +844 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: 84,043 shares; 2024Q4: 81,493 shares; 2025Q1: 71,294 shares; 2025Q2: 72,392 shares; 2025Q3: 72,235 shares; 2025Q4: 84,867 shares; 2026Q1: 82,840 shares; 2026Q2: 91,883 shares 91,883 $34.3M 3.2% +9,043 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: 130,975 shares; 2024Q4: 130,341 shares; 2025Q1: 119,022 shares; 2025Q2: 121,545 shares; 2025Q3: 120,214 shares; 2025Q4: 119,763 shares; 2026Q1: 116,993 shares; 2026Q2: 167,812 shares 167,812 $33.6M 3.14% +50,819 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: 113,797 shares; 2024Q4: 112,346 shares; 2025Q1: 107,592 shares; 2025Q2: 108,470 shares; 2025Q3: 107,953 shares; 2025Q4: 112,614 shares; 2026Q1: 110,435 shares; 2026Q2: 111,026 shares 111,026 $27.9M 2.61% +591 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: 70,764 shares; 2024Q4: 69,404 shares; 2025Q1: 68,721 shares; 2025Q2: 72,687 shares; 2025Q3: 72,529 shares; 2025Q4: 73,044 shares; 2026Q1: 71,907 shares; 2026Q2: 78,303 shares 78,303 $25.6M 2.39% +6,396 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: 50,290 shares; 2024Q4: 53,538 shares; 2025Q1: 53,799 shares; 2025Q2: 54,865 shares; 2025Q3: 55,949 shares; 2025Q4: 57,356 shares; 2026Q1: 55,472 shares; 2026Q2: 66,421 shares 66,421 $25.1M 2.34% +10,949 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: 89,243 shares; 2024Q4: 92,355 shares; 2025Q1: 88,257 shares; 2025Q2: 84,119 shares; 2025Q3: 33,338 shares; 2025Q4: 33,407 shares; 2026Q1: 32,862 shares; 2026Q2: 32,745 shares 32,745 $24.5M 2.29% -117 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: 73,507 shares; 2024Q4: 71,609 shares; 2025Q1: 70,774 shares; 2025Q2: 70,182 shares; 2025Q3: 67,368 shares; 2025Q4: 67,149 shares; 2026Q1: 64,703 shares; 2026Q2: 65,835 shares 65,835 $22.6M 2.11% +1,132 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: 68,804 shares; 2024Q4: 69,397 shares; 2025Q1: 69,270 shares; 2025Q2: 72,362 shares; 2025Q3: 73,921 shares; 2025Q4: 78,453 shares; 2026Q1: 77,660 shares; 2026Q2: 91,965 shares 91,965 $21.9M 2.05% +14,305 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: 35,073 shares; 2024Q4: 34,371 shares; 2025Q1: 35,943 shares; 2025Q2: 39,549 shares; 2025Q3: 39,782 shares; 2025Q4: 40,303 shares; 2026Q1: 40,461 shares; 2026Q2: 42,014 shares 42,014 $21M 1.96% +1,553 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: 78,429 shares; 2024Q4: 74,267 shares; 2025Q1: 72,523 shares; 2025Q2: 73,889 shares; 2025Q3: 77,690 shares; 2025Q4: 83,955 shares; 2026Q1: 80,951 shares; 2026Q2: 82,604 shares 82,604 $21M 1.96% +1,653 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,920 shares; 2024Q4: 118,702 shares; 2025Q1: 186,135 shares; 2025Q2: 262,049 shares; 2025Q3: 270,506 shares; 2025Q4: 274,500 shares; 2026Q1: 272,064 shares; 2026Q2: 269,426 shares 269,426 $20.3M 1.9% -2,638 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: 141,031 shares; 2024Q4: 138,117 shares; 2025Q1: 135,042 shares; 2025Q2: 132,142 shares; 2025Q3: 128,137 shares; 2025Q4: 127,902 shares; 2026Q1: 127,104 shares; 2026Q2: 132,766 shares 132,766 $18.2M 1.7% +5,662 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,450 shares; 2025Q1: 25,415 shares; 2025Q2: 28,312 shares; 2025Q3: 32,892 shares; 2025Q4: 34,918 shares; 2026Q1: 34,573 shares; 2026Q2: 41,496 shares 41,496 $18M 1.68% +6,923 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: 39,824 shares; 2024Q4: 46,266 shares; 2025Q1: 41,519 shares; 2025Q2: 42,580 shares; 2025Q3: 45,633 shares; 2025Q4: 46,822 shares; 2026Q1: 45,274 shares; 2026Q2: 50,230 shares 50,230 $18M 1.68% +4,956 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: 23,378 shares; 2024Q4: 21,700 shares; 2025Q1: 21,440 shares; 2025Q2: 22,513 shares; 2025Q3: 22,671 shares; 2025Q4: 22,656 shares; 2026Q1: 22,792 shares; 2026Q2: 23,532 shares 23,532 $17.3M 1.62% +740 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: 138,938 shares; 2024Q4: 141,505 shares; 2025Q1: 138,821 shares; 2025Q2: 141,463 shares; 2025Q3: 142,983 shares; 2025Q4: 143,852 shares; 2026Q1: 140,470 shares; 2026Q2: 145,380 shares 145,380 $16.5M 1.54% +4,910 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: 21,749 shares; 2024Q4: 20,110 shares; 2025Q1: 20,349 shares; 2025Q2: 21,560 shares; 2025Q3: 21,541 shares; 2025Q4: 21,571 shares; 2026Q1: 21,465 shares; 2026Q2: 21,513 shares 21,513 $16.1M 1.5% +48 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: 41,660 shares; 2024Q4: 41,079 shares; 2025Q1: 40,883 shares; 2025Q2: 41,239 shares; 2025Q3: 41,455 shares; 2025Q4: 42,141 shares; 2026Q1: 41,878 shares; 2026Q2: 43,260 shares 43,260 $15.3M 1.43% +1,382 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: 19,259 shares; 2024Q4: 26,495 shares; 2025Q1: 27,344 shares; 2025Q2: 28,610 shares; 2025Q3: 29,554 shares; 2025Q4: 30,253 shares; 2026Q1: 26,886 shares; 2026Q2: 30,265 shares 30,265 $14.5M 1.35% +3,379 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: 97,232 shares; 2024Q4: 95,563 shares; 2025Q1: 95,568 shares; 2025Q2: 95,187 shares; 2025Q3: 95,776 shares; 2025Q4: 95,053 shares; 2026Q1: 90,272 shares; 2026Q2: 94,102 shares 94,102 $14.3M 1.33% +3,830 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: 33,607 shares; 2024Q4: 32,791 shares; 2025Q1: 32,787 shares; 2025Q2: 32,805 shares; 2025Q3: 28,319 shares; 2025Q4: 28,046 shares; 2026Q1: 27,410 shares; 2026Q2: 27,461 shares 27,461 $14M 1.31% +51 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: 53,269 shares; 2024Q4: 46,417 shares; 2025Q1: 48,244 shares; 2025Q2: 50,200 shares; 2025Q3: 48,295 shares; 2025Q4: 56,912 shares; 2026Q1: 57,607 shares; 2026Q2: 58,129 shares 58,129 $10.5M 0.98% +522 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,300 shares; 2024Q4: 64,535 shares; 2025Q1: 63,410 shares; 2025Q2: 58,816 shares; 2025Q3: 58,327 shares; 2025Q4: 58,065 shares; 2026Q1: 57,688 shares; 2026Q2: 59,903 shares 59,903 $10.1M 0.95% +2,215 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: 19,907 shares; 2024Q4: 19,152 shares; 2025Q1: 18,232 shares; 2025Q2: 18,229 shares; 2025Q3: 18,500 shares; 2025Q4: 18,709 shares; 2026Q1: 17,406 shares; 2026Q2: 19,008 shares 19,008 $9.76M 0.91% +1,602 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: 10,380 shares; 2024Q4: 16,489 shares; 2025Q1: 18,320 shares; 2025Q2: 1,429 shares; 2025Q3: 15,662 shares; 2025Q4: 15,671 shares; 2026Q1: 15,269 shares; 2026Q2: 16,686 shares 16,686 $9.69M 0.91% +1,417 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: 93,129 shares; 2024Q4: 90,545 shares; 2025Q1: 76,257 shares; 2025Q2: 77,771 shares; 2025Q3: 77,979 shares; 2025Q4: 79,361 shares; 2026Q1: 81,382 shares; 2026Q2: 81,491 shares 81,491 $9.57M 0.89% +109 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,515 shares; 2024Q4: 8,315 shares; 2025Q1: 8,117 shares; 2025Q2: 8,313 shares; 2025Q3: 8,169 shares; 2025Q4: 8,142 shares; 2026Q1: 8,071 shares; 2026Q2: 9,728 shares 9,728 $9.1M 0.85% +1,657 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,154 shares; 2024Q4: 54,365 shares; 2025Q1: 110,285 shares; 2025Q2: 201,700 shares; 2025Q3: 223,301 shares; 2025Q4: 229,098 shares; 2026Q1: 168,822 shares; 2026Q2: 166,217 shares 166,217 $8.89M 0.83% -2,605 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: 24,769 shares; 2024Q4: 24,216 shares; 2025Q1: 24,205 shares; 2025Q2: 23,391 shares; 2025Q3: 23,261 shares; 2025Q4: 22,599 shares; 2026Q1: 22,150 shares; 2026Q2: 24,976 shares 24,976 $8.81M 0.82% +2,826 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,702 shares; 2025Q4: 3,683 shares; 2026Q1: 3,764 shares; 2026Q2: 4,390 shares 4,390 $8.73M 0.82% +626 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,560 shares; 2024Q4: 54,248 shares; 2025Q1: 47,690 shares; 2025Q2: 49,493 shares; 2025Q3: 50,167 shares; 2025Q4: 50,934 shares; 2026Q1: 53,694 shares; 2026Q2: 53,004 shares 53,004 $8.58M 0.8% -690 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: 38,396 shares; 2024Q4: 40,857 shares; 2025Q1: 41,047 shares; 2025Q2: 37,066 shares; 2025Q3: 36,964 shares; 2025Q4: 39,069 shares; 2026Q1: 40,249 shares; 2026Q2: 44,339 shares 44,339 $8.41M 0.79% +4,090 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: 7,498 shares; 2025Q1: 7,592 shares; 2025Q2: 7,795 shares; 2025Q3: 8,041 shares; 2025Q4: 8,066 shares; 2026Q1: 8,074 shares; 2026Q2: 8,365 shares 8,365 $8.04M 0.75% +291 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: 45,883 shares; 2024Q4: 46,780 shares; 2025Q1: 51,987 shares; 2025Q2: 53,580 shares; 2025Q3: 54,711 shares; 2025Q4: 58,049 shares; 2026Q1: 58,740 shares; 2026Q2: 62,260 shares 62,260 $8M 0.75% +3,520 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: 34,190 shares; 2024Q4: 34,016 shares; 2025Q1: 34,136 shares; 2025Q2: 34,862 shares; 2025Q3: 35,639 shares; 2025Q4: 37,175 shares; 2026Q1: 36,592 shares; 2026Q2: 35,262 shares 35,262 $7.79M 0.73% -1,330 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 6,406 shares; 2025Q1: 5,861 shares; 2025Q2: 7,707 shares; 2025Q3: 8,878 shares; 2025Q4: 9,189 shares; 2026Q1: 8,638 shares; 2026Q2: 13,710 shares 13,710 $7.72M 0.72% +5,072 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: 51,080 shares; 2024Q4: 45,876 shares; 2025Q1: 42,283 shares; 2025Q2: 40,955 shares; 2025Q3: 39,534 shares; 2025Q4: 41,094 shares; 2026Q1: 42,652 shares; 2026Q2: 43,479 shares 43,479 $7.21M 0.67% +827 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,126 shares; 2026Q2: 117,121 shares 117,121 $7.07M 0.66% -5 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: 25,747 shares; 2024Q4: 24,310 shares; 2025Q1: 23,970 shares; 2025Q2: 23,865 shares; 2025Q3: 24,570 shares; 2025Q4: 25,158 shares; 2026Q1: 24,498 shares; 2026Q2: 24,881 shares 24,881 $6.73M 0.63% +383 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: 13,519 shares; 2024Q4: 13,647 shares; 2025Q1: 14,495 shares; 2025Q2: 14,514 shares; 2025Q3: 15,960 shares; 2025Q4: 16,935 shares; 2026Q1: 17,693 shares; 2026Q2: 18,021 shares 18,021 $6.53M 0.61% +328 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,284 shares; 2024Q4: 49,111 shares; 2025Q1: 47,982 shares; 2025Q2: 48,533 shares; 2025Q3: 48,604 shares; 2025Q4: 48,586 shares; 2026Q1: 48,427 shares; 2026Q2: 47,312 shares 47,312 $5.98M 0.56% -1,115 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,171 shares; 2024Q4: 20,317 shares; 2025Q1: 17,255 shares; 2025Q2: 18,723 shares; 2025Q3: 18,786 shares; 2025Q4: 18,793 shares; 2026Q1: 20,983 shares; 2026Q2: 21,726 shares 21,726 $5.66M 0.53% +743 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: 4,573 shares; 2024Q4: 3,684 shares; 2025Q1: 3,742 shares; 2025Q2: 3,717 shares; 2025Q3: 4,235 shares; 2025Q4: 4,256 shares; 2026Q1: 4,225 shares; 2026Q2: 5,197 shares 5,197 $5.53M 0.52% +972 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,838 shares; 2024Q4: 65,216 shares; 2025Q1: 70,126 shares; 2025Q2: 72,777 shares; 2025Q3: 69,025 shares; 2025Q4: 72,817 shares; 2026Q1: 75,064 shares; 2026Q2: 76,169 shares 76,169 $5.48M 0.51% +1,105 Timeline EWZ 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: 40,190 shares; 2025Q2: 101,625 shares; 2025Q3: 115,512 shares; 2025Q4: 138,487 shares; 2026Q1: 147,197 shares; 2026Q2: 158,697 shares 158,697 $5.48M 0.51% +11,500 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: 24,089 shares; 2024Q4: 22,298 shares; 2025Q1: 21,344 shares; 2025Q2: 21,331 shares; 2025Q3: 21,069 shares; 2025Q4: 21,019 shares; 2026Q1: 20,624 shares; 2026Q2: 24,216 shares 24,216 $5.34M 0.5% +3,592 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: 22,312 shares; 2024Q4: 19,114 shares; 2025Q1: 15,438 shares; 2025Q2: 15,198 shares; 2025Q3: 20,670 shares; 2025Q4: 20,635 shares; 2026Q1: 21,779 shares; 2026Q2: 27,430 shares 27,430 $5.07M 0.47% +5,651 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,590 shares; 2025Q2: 48,549 shares; 2025Q3: 53,774 shares; 2025Q4: 57,126 shares; 2026Q1: 57,766 shares; 2026Q2: 53,845 shares 53,845 $5.03M 0.47% -3,921 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,629 shares; 2024Q4: 10,096 shares; 2025Q1: 10,121 shares; 2025Q2: 10,295 shares; 2025Q3: 10,398 shares; 2025Q4: 10,434 shares; 2026Q1: 10,317 shares; 2026Q2: 11,757 shares 11,757 $5.01M 0.47% +1,440 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,684 shares; 2024Q4: 88,710 shares; 2025Q1: 90,965 shares; 2025Q2: 61,130 shares; 2025Q3: 48,480 shares; 2025Q4: 48,195 shares; 2026Q1: 50,230 shares; 2026Q2: 53,295 shares 53,295 $4.97M 0.46% +3,065 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,375 shares; 2024Q4: 18,959 shares; 2025Q1: 16,788 shares; 2025Q2: 17,669 shares; 2025Q3: 17,369 shares; 2025Q4: 19,446 shares; 2026Q1: 16,324 shares; 2026Q2: 17,659 shares 17,659 $4.97M 0.46% +1,335 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: 47,142 shares; 2024Q4: 47,816 shares; 2025Q1: 47,411 shares; 2025Q2: 11,461 shares; 2025Q3: 12,129 shares; 2025Q4: 24,076 shares; 2026Q1: 21,788 shares; 2026Q2: 25,799 shares 25,799 $4.92M 0.46% +4,011 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,876 shares; 2024Q4: 69,526 shares; 2025Q1: 72,269 shares; 2025Q2: 73,839 shares; 2025Q3: 73,361 shares; 2025Q4: 75,554 shares; 2026Q1: 79,197 shares; 2026Q2: 84,745 shares 84,745 $4.88M 0.46% +5,548 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: 1,860 shares; 2024Q4: not reported; 2025Q1: 1,195 shares; 2025Q2: 1,433 shares; 2025Q3: 10,646 shares; 2025Q4: 11,904 shares; 2026Q1: 11,965 shares; 2026Q2: 12,806 shares 12,806 $4.79M 0.45% +841 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,130 shares; 2024Q4: 16,875 shares; 2025Q1: 20,880 shares; 2025Q2: 28,630 shares; 2025Q3: 35,040 shares; 2025Q4: 45,985 shares; 2026Q1: 82,260 shares; 2026Q2: 88,610 shares 88,610 $4.64M 0.43% +6,350 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: 25,635 shares; 2024Q4: 19,620 shares; 2025Q1: 29,435 shares; 2025Q2: 28,032 shares; 2025Q3: 29,663 shares; 2025Q4: 31,902 shares; 2026Q1: 33,899 shares; 2026Q2: 35,594 shares 35,594 $4.51M 0.42% +1,695 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: 54,364 shares; 2024Q4: 52,934 shares; 2025Q1: 46,881 shares; 2025Q2: 46,116 shares; 2025Q3: 47,020 shares; 2025Q4: 47,204 shares; 2026Q1: 47,851 shares; 2026Q2: 54,679 shares 54,679 $4.44M 0.42% +6,828 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X 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: 37,960 shares; 2026Q1: 47,257 shares; 2026Q2: 57,195 shares 57,195 $4.4M 0.41% +9,938 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,240 shares; 2024Q4: 14,832 shares; 2025Q1: 12,922 shares; 2025Q2: 12,828 shares; 2025Q3: 12,728 shares; 2025Q4: 12,628 shares; 2026Q1: 12,403 shares; 2026Q2: 14,407 shares 14,407 $4.29M 0.4% +2,004 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,500 shares; 2025Q3: 97,370 shares; 2025Q4: 97,342 shares; 2026Q1: 108,283 shares; 2026Q2: 106,208 shares 106,208 $4.2M 0.39% -2,075 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,259 shares; 2024Q4: 19,159 shares; 2025Q1: 18,979 shares; 2025Q2: 18,274 shares; 2025Q3: 17,674 shares; 2025Q4: 15,579 shares; 2026Q1: 14,054 shares; 2026Q2: 15,951 shares 15,951 $4.07M 0.38% +1,897 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,675 shares; 2024Q4: 17,128 shares; 2025Q1: 16,983 shares; 2025Q2: 20,039 shares; 2025Q3: 19,275 shares; 2025Q4: 19,168 shares; 2026Q1: 18,499 shares; 2026Q2: 19,052 shares 19,052 $4.06M 0.38% +553 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: 76,648 shares; 2024Q4: 73,476 shares; 2025Q1: 74,174 shares; 2025Q2: 75,820 shares; 2025Q3: 76,489 shares; 2025Q4: 77,758 shares; 2026Q1: 65,542 shares; 2026Q2: 44,490 shares 44,490 $4.04M 0.38% -21,052 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,244 shares; 2024Q4: 30,161 shares; 2025Q1: 30,245 shares; 2025Q2: 29,691 shares; 2025Q3: 27,352 shares; 2025Q4: 28,468 shares; 2026Q1: 28,238 shares; 2026Q2: 28,153 shares 28,153 $3.85M 0.36% -85 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,883 shares; 2024Q4: 21,948 shares; 2025Q1: 21,723 shares; 2025Q2: 23,779 shares; 2025Q3: 25,733 shares; 2025Q4: 26,898 shares; 2026Q1: 35,741 shares; 2026Q2: 38,751 shares 38,751 $3.84M 0.36% +3,010 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,161 shares; 2024Q4: 5,412 shares; 2025Q1: 5,122 shares; 2025Q2: 3,306 shares; 2025Q3: 3,326 shares; 2025Q4: not reported; 2026Q1: 2,100 shares; 2026Q2: 34,011 shares 34,011 $3.73M 0.35% +31,911 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 15,820 shares; 2026Q2: 28,425 shares 28,425 $3.61M 0.34% +12,605 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,269 shares; 2024Q4: 20,356 shares; 2025Q1: 15,203 shares; 2025Q2: 14,131 shares; 2025Q3: 14,750 shares; 2025Q4: 15,459 shares; 2026Q1: 14,884 shares; 2026Q2: 12,632 shares 12,632 $3.57M 0.33% -2,252 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,729 shares; 2024Q4: 23,568 shares; 2025Q1: 16,850 shares; 2025Q2: 15,390 shares; 2025Q3: 11,625 shares; 2025Q4: 11,804 shares; 2026Q1: 10,296 shares; 2026Q2: 28,515 shares 28,515 $3.55M 0.33% +18,219 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,340 shares; 2024Q4: 29,647 shares; 2025Q1: 17,086 shares; 2025Q2: 16,731 shares; 2025Q3: 11,492 shares; 2025Q4: 11,213 shares; 2026Q1: 12,228 shares; 2026Q2: 37,649 shares 37,649 $3.45M 0.32% +25,421 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: 2,422 shares; 2024Q4: 2,807 shares; 2025Q1: 1,748 shares; 2025Q2: 2,819 shares; 2025Q3: 3,027 shares; 2025Q4: 21,631 shares; 2026Q1: 28,119 shares; 2026Q2: 48,093 shares 48,093 $3.43M 0.32% +19,974 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: 4,684 shares; 2024Q4: 6,664 shares; 2025Q1: 8,010 shares; 2025Q2: 7,353 shares; 2025Q3: 7,243 shares; 2025Q4: 7,243 shares; 2026Q1: 6,883 shares; 2026Q2: 27,528 shares 27,528 $3.42M 0.32% +20,645 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,625 shares; 2024Q4: 25,965 shares; 2025Q1: 31,579 shares; 2025Q2: 30,175 shares; 2025Q3: 34,269 shares; 2025Q4: 33,781 shares; 2026Q1: 34,306 shares; 2026Q2: 35,481 shares 35,481 $3.41M 0.32% +1,175 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,314 shares; 2024Q4: 104,097 shares; 2025Q1: 113,065 shares; 2025Q2: 12,010 shares; 2025Q3: 114,220 shares; 2025Q4: 123,643 shares; 2026Q1: 130,246 shares; 2026Q2: 138,473 shares 138,473 $3.33M 0.31% +8,227 Timeline GDXJ 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: 31,458 shares; 2026Q2: 31,998 shares 31,998 $3.14M 0.29% +540 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: 10,472 shares; 2024Q4: 8,485 shares; 2025Q1: 9,475 shares; 2025Q2: 10,079 shares; 2025Q3: 9,954 shares; 2025Q4: 10,127 shares; 2026Q1: 10,567 shares; 2026Q2: 10,551 shares 10,551 $3.07M 0.29% -16 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: 36,463 shares; 2024Q4: 34,808 shares; 2025Q1: 35,359 shares; 2025Q2: 32,177 shares; 2025Q3: 31,994 shares; 2025Q4: 30,087 shares; 2026Q1: 30,782 shares; 2026Q2: 30,995 shares 30,995 $2.98M 0.28% +213 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,591 shares; 2024Q4: 6,433 shares; 2025Q1: 6,433 shares; 2025Q2: 4,200 shares; 2025Q3: not reported; 2025Q4: 3,700 shares; 2026Q1: 30,406 shares; 2026Q2: 34,018 shares 34,018 $2.96M 0.28% +3,612 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: 53,301 shares; 2024Q4: 50,257 shares; 2025Q1: 47,181 shares; 2025Q2: 45,065 shares; 2025Q3: 41,326 shares; 2025Q4: 37,959 shares; 2026Q1: 33,392 shares; 2026Q2: 29,943 shares 29,943 $2.94M 0.27% -3,449 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: 14,316 shares; 2024Q4: 13,736 shares; 2025Q1: 12,169 shares; 2025Q2: 14,397 shares; 2025Q3: 15,889 shares; 2025Q4: 17,669 shares; 2026Q1: 17,318 shares; 2026Q2: 35,363 shares 35,363 $2.93M 0.27% +18,045 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: 27,009 shares; 2024Q4: 25,530 shares; 2025Q1: 21,455 shares; 2025Q2: 21,675 shares; 2025Q3: 20,307 shares; 2025Q4: 20,363 shares; 2026Q1: 18,748 shares; 2026Q2: 19,719 shares 19,719 $2.89M 0.27% +971 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,418 shares; 2026Q2: 107,402 shares 107,402 $2.88M 0.27% +26,984 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,099 shares; 2024Q4: 47,900 shares; 2025Q1: 58,075 shares; 2025Q2: 60,235 shares; 2025Q3: 80,579 shares; 2025Q4: 76,366 shares; 2026Q1: 92,831 shares; 2026Q2: 87,572 shares 87,572 $2.8M 0.26% -5,259 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,510 shares; 2024Q4: 52,465 shares; 2025Q1: 60,125 shares; 2025Q2: not reported; 2025Q3: 57,259 shares; 2025Q4: 58,205 shares; 2026Q1: 63,091 shares; 2026Q2: 63,815 shares 63,815 $2.79M 0.26% +724 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,320 shares; 2025Q3: 8,320 shares; 2025Q4: 8,320 shares; 2026Q1: 8,320 shares; 2026Q2: 11,320 shares 11,320 $2.79M 0.26% +3,000 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,824 shares; 2024Q4: 6,020 shares; 2025Q1: 11,933 shares; 2025Q2: 12,545 shares; 2025Q3: 15,503 shares; 2025Q4: 20,852 shares; 2026Q1: 23,671 shares; 2026Q2: 26,820 shares 26,820 $2.59M 0.24% +3,149 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: 24,580 shares; 2025Q2: 30,285 shares; 2025Q3: 9,535 shares; 2025Q4: 9,430 shares; 2026Q1: 9,845 shares; 2026Q2: 12,008 shares 12,008 $2.55M 0.24% +2,163 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: 3,712 shares 3,712 $2.43M 0.23% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA 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: not reported; 2026Q1: not reported; 2026Q2: 5,026 shares 5,026 $2.43M 0.23% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,779 shares; 2024Q4: 15,169 shares; 2025Q1: 15,104 shares; 2025Q2: 14,964 shares; 2025Q3: 14,984 shares; 2025Q4: 14,984 shares; 2026Q1: 14,984 shares; 2026Q2: 14,029 shares 14,029 $2.38M 0.22% -955 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: 3,094 shares; 2024Q4: 2,510 shares; 2025Q1: 2,499 shares; 2025Q2: 2,666 shares; 2025Q3: 2,666 shares; 2025Q4: 2,521 shares; 2026Q1: 2,461 shares; 2026Q2: 5,574 shares 5,574 $2.34M 0.22% +3,113 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: 28,780 shares; 2025Q2: 59,835 shares; 2025Q3: 62,260 shares; 2025Q4: 66,550 shares; 2026Q1: 71,560 shares; 2026Q2: 73,325 shares 73,325 $2.32M 0.22% +1,765 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,420 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,027 shares; 2025Q4: 4,667 shares; 2026Q1: 5,502 shares; 2026Q2: 6,477 shares 6,477 $2.29M 0.21% +975 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,990 shares 18,990 $2.29M 0.21% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,975 shares 89,975 $2.2M 0.21% new 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: 18,195 shares; 2025Q3: 23,225 shares; 2025Q4: 20,055 shares; 2026Q1: 20,055 shares; 2026Q2: 20,550 shares 20,550 $2.2M 0.21% +495 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: 13,712 shares; 2024Q4: 9,826 shares; 2025Q1: 12,171 shares; 2025Q2: 13,918 shares; 2025Q3: 13,918 shares; 2025Q4: 13,818 shares; 2026Q1: 13,648 shares; 2026Q2: 13,853 shares 13,853 $2.2M 0.21% +205 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 23,556 shares; 2026Q1: 26,059 shares; 2026Q2: 26,425 shares 26,425 $2.13M 0.2% +366 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,790 shares; 2024Q4: 15,879 shares; 2025Q1: 15,886 shares; 2025Q2: 13,611 shares; 2025Q3: 14,521 shares; 2025Q4: 15,773 shares; 2026Q1: 16,646 shares; 2026Q2: 20,090 shares 20,090 $2.09M 0.2% +3,444 Timeline INDA 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: 41,508 shares 41,508 $2.05M 0.19% new 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: 7,211 shares; 2024Q4: 5,533 shares; 2025Q1: 5,442 shares; 2025Q2: 5,448 shares; 2025Q3: 5,581 shares; 2025Q4: 5,056 shares; 2026Q1: 5,211 shares; 2026Q2: 5,191 shares 5,191 $1.92M 0.18% -20 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,962 shares; 2024Q4: 11,953 shares; 2025Q1: 11,588 shares; 2025Q2: 11,253 shares; 2025Q3: 14,064 shares; 2025Q4: 9,915 shares; 2026Q1: 8,901 shares; 2026Q2: 12,962 shares 12,962 $1.9M 0.18% +4,061 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,420 shares; 2026Q1: 33,095 shares; 2026Q2: 37,705 shares 37,705 $1.9M 0.18% +4,610 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,451 shares; 2024Q4: 13,027 shares; 2025Q1: 13,002 shares; 2025Q2: 12,702 shares; 2025Q3: 12,237 shares; 2025Q4: 12,177 shares; 2026Q1: 12,077 shares; 2026Q2: 11,957 shares 11,957 $1.87M 0.17% -120 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,296 shares; 2024Q4: 14,711 shares; 2025Q1: 14,566 shares; 2025Q2: 15,316 shares; 2025Q3: 15,540 shares; 2025Q4: 16,035 shares; 2026Q1: 16,685 shares; 2026Q2: 17,214 shares 17,214 $1.83M 0.17% +529 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: 1,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 644 shares; 2026Q2: 2,487 shares 2,487 $1.8M 0.17% +1,843 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: 45,443 shares; 2024Q4: 40,686 shares; 2025Q1: 37,489 shares; 2025Q2: 26,900 shares; 2025Q3: 12,158 shares; 2025Q4: 15,254 shares; 2026Q1: 15,022 shares; 2026Q2: 18,921 shares 18,921 $1.66M 0.16% +3,899 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: 6,390 shares; 2024Q4: 6,072 shares; 2025Q1: 6,052 shares; 2025Q2: 6,083 shares; 2025Q3: 5,824 shares; 2025Q4: 5,324 shares; 2026Q1: 5,149 shares; 2026Q2: 6,722 shares 6,722 $1.66M 0.15% +1,573 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,346 shares; 2024Q4: 59,858 shares; 2025Q1: 64,493 shares; 2025Q2: 24,784 shares; 2025Q3: 15,685 shares; 2025Q4: 26,409 shares; 2026Q1: 33,214 shares; 2026Q2: 30,652 shares 30,652 $1.63M 0.15% -2,562 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,790 shares; 2024Q4: 15,010 shares; 2025Q1: 14,961 shares; 2025Q2: 16,431 shares; 2025Q3: 14,200 shares; 2025Q4: 15,600 shares; 2026Q1: 12,751 shares; 2026Q2: 14,916 shares 14,916 $1.61M 0.15% +2,165 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: 30,694 shares; 2024Q4: 25,888 shares; 2025Q1: 9,878 shares; 2025Q2: 9,735 shares; 2025Q3: 8,403 shares; 2025Q4: 10,415 shares; 2026Q1: 11,064 shares; 2026Q2: 11,769 shares 11,769 $1.59M 0.15% +705 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: 9,981 shares; 2024Q4: 9,740 shares; 2025Q1: 8,585 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,797 shares 3,797 $1.58M 0.15% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,666 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 2,036 shares; 2025Q3: 1,635 shares; 2025Q4: 1,535 shares; 2026Q1: 1,906 shares; 2026Q2: 2,485 shares 2,485 $1.58M 0.15% +579 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: 21,829 shares; 2024Q4: 18,412 shares; 2025Q1: 17,942 shares; 2025Q2: 17,642 shares; 2025Q3: 17,587 shares; 2025Q4: 17,151 shares; 2026Q1: 20,676 shares; 2026Q2: 20,361 shares 20,361 $1.57M 0.15% -315 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP 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: 7,017 shares; 2026Q1: 7,012 shares; 2026Q2: 7,012 shares 7,012 $1.57M 0.15% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,573 shares 4,573 $1.56M 0.15% new 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: 8,128 shares; 2024Q4: 7,666 shares; 2025Q1: 6,799 shares; 2025Q2: 6,733 shares; 2025Q3: 6,922 shares; 2025Q4: 5,223 shares; 2026Q1: 1,129 shares; 2026Q2: 2,975 shares 2,975 $1.54M 0.14% +1,846 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,653 shares; 2024Q4: 4,530 shares; 2025Q1: 4,495 shares; 2025Q2: 4,312 shares; 2025Q3: 4,279 shares; 2025Q4: 4,136 shares; 2026Q1: 4,132 shares; 2026Q2: 4,793 shares 4,793 $1.51M 0.14% +661 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: 28,773 shares; 2024Q4: 22,846 shares; 2025Q1: 19,021 shares; 2025Q2: 22,604 shares; 2025Q3: 21,971 shares; 2025Q4: 24,266 shares; 2026Q1: 24,155 shares; 2026Q2: 26,405 shares 26,405 $1.5M 0.14% +2,250 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,325 shares; 2024Q4: 2,290 shares; 2025Q1: 2,280 shares; 2025Q2: 3,054 shares; 2025Q3: 3,029 shares; 2025Q4: 2,849 shares; 2026Q1: 3,034 shares; 2026Q2: 3,298 shares 3,298 $1.49M 0.14% +264 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: 4,918 shares; 2024Q4: 4,843 shares; 2025Q1: 4,464 shares; 2025Q2: 3,680 shares; 2025Q3: 3,737 shares; 2025Q4: 3,692 shares; 2026Q1: 3,672 shares; 2026Q2: 3,620 shares 3,620 $1.48M 0.14% -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: 22,084 shares; 2024Q4: 16,662 shares; 2025Q1: 16,042 shares; 2025Q2: 11,417 shares; 2025Q3: 11,482 shares; 2025Q4: 11,407 shares; 2026Q1: 11,407 shares; 2026Q2: 13,351 shares 13,351 $1.47M 0.14% +1,944 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: 7,538 shares; 2024Q4: 6,585 shares; 2025Q1: 5,334 shares; 2025Q2: 5,215 shares; 2025Q3: 5,365 shares; 2025Q4: 5,141 shares; 2026Q1: 4,633 shares; 2026Q2: 4,947 shares 4,947 $1.45M 0.14% +314 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 21,327 shares 21,327 $1.41M 0.13% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,558 shares; 2024Q4: 3,845 shares; 2025Q1: 4,466 shares; 2025Q2: 4,466 shares; 2025Q3: 4,466 shares; 2025Q4: 5,133 shares; 2026Q1: 5,194 shares; 2026Q2: 5,894 shares 5,894 $1.39M 0.13% +700 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,950 shares 26,950 $1.36M 0.13% new 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: 11,056 shares; 2024Q4: 11,042 shares; 2025Q1: 8,843 shares; 2025Q2: 10,422 shares; 2025Q3: 8,566 shares; 2025Q4: 8,913 shares; 2026Q1: 9,583 shares; 2026Q2: 9,513 shares 9,513 $1.36M 0.13% -70 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: 7,325 shares; 2024Q4: 6,090 shares; 2025Q1: 5,980 shares; 2025Q2: 5,940 shares; 2025Q3: 5,915 shares; 2025Q4: 5,636 shares; 2026Q1: 3,965 shares; 2026Q2: 3,850 shares 3,850 $1.33M 0.12% -115 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: 27,840 shares; 2024Q4: 24,454 shares; 2025Q1: 24,154 shares; 2025Q2: 23,436 shares; 2025Q3: 15,865 shares; 2025Q4: 14,100 shares; 2026Q1: 12,856 shares; 2026Q2: 12,656 shares 12,656 $1.29M 0.12% -200 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: 2,247 shares; 2024Q4: 2,052 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,137 shares; 2025Q4: 2,723 shares; 2026Q1: 2,723 shares; 2026Q2: 3,814 shares 3,814 $1.29M 0.12% +1,091 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 1,157 shares; 2025Q4: 1,156 shares; 2026Q1: 1,156 shares; 2026Q2: 2,522 shares 2,522 $1.26M 0.12% +1,366 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: 5,586 shares; 2024Q4: 4,857 shares; 2025Q1: 4,796 shares; 2025Q2: 4,827 shares; 2025Q3: 4,520 shares; 2025Q4: 4,331 shares; 2026Q1: 3,855 shares; 2026Q2: 3,089 shares 3,089 $1.26M 0.12% -766 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: 13,303 shares; 2024Q4: 11,634 shares; 2025Q1: 11,634 shares; 2025Q2: 11,634 shares; 2025Q3: 11,634 shares; 2025Q4: 28,330 shares; 2026Q1: 25,590 shares; 2026Q2: 27,410 shares 27,410 $1.24M 0.12% +1,820 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: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 1,723 shares; 2026Q1: 1,709 shares; 2026Q2: 2,981 shares 2,981 $1.18M 0.11% +1,272 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,060 shares; 2024Q4: 44,110 shares; 2025Q1: 42,345 shares; 2025Q2: 43,841 shares; 2025Q3: 44,436 shares; 2025Q4: 50,304 shares; 2026Q1: 61,808 shares; 2026Q2: 57,157 shares 57,157 $1.18M 0.11% -4,651 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,706 shares; 2024Q4: 18,185 shares; 2025Q1: 18,575 shares; 2025Q2: 22,425 shares; 2025Q3: 23,275 shares; 2025Q4: 16,275 shares; 2026Q1: 15,175 shares; 2026Q2: 15,175 shares 15,175 $1.17M 0.11% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,141 shares; 2024Q4: 6,859 shares; 2025Q1: 6,540 shares; 2025Q2: 6,423 shares; 2025Q3: 6,420 shares; 2025Q4: 6,300 shares; 2026Q1: 5,000 shares; 2026Q2: 4,434 shares 4,434 $1.16M 0.11% -566 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,820 shares 3,820 $1.14M 0.11% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,865 shares; 2024Q4: 10,736 shares; 2025Q1: 10,160 shares; 2025Q2: 10,060 shares; 2025Q3: 10,460 shares; 2025Q4: 10,160 shares; 2026Q1: 10,085 shares; 2026Q2: 14,055 shares 14,055 $1.13M 0.11% +3,970 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,823 shares; 2024Q4: 5,016 shares; 2025Q1: 4,966 shares; 2025Q2: 6,039 shares; 2025Q3: 6,069 shares; 2025Q4: 6,039 shares; 2026Q1: 4,596 shares; 2026Q2: 7,030 shares 7,030 $1.1M 0.1% +2,434 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,806 shares; 2024Q4: 7,933 shares; 2025Q1: 1,060 shares; 2025Q2: 2,441 shares; 2025Q3: 2,441 shares; 2025Q4: 3,354 shares; 2026Q1: 3,476 shares; 2026Q2: 3,469 shares 3,469 $1.09M 0.1% -7 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 796 shares; 2024Q4: 796 shares; 2025Q1: 796 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 796 shares; 2026Q2: 796 shares 796 $1.08M 0.1% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,500 shares 12,500 $1.08M 0.1% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,267 shares; 2024Q4: 5,691 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 4,868 shares; 2025Q4: 5,507 shares; 2026Q1: 4,664 shares; 2026Q2: 13,368 shares 13,368 $1.08M 0.1% +8,704 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: 8,639 shares; 2024Q4: 8,012 shares; 2025Q1: 6,074 shares; 2025Q2: 6,045 shares; 2025Q3: 6,217 shares; 2025Q4: 5,740 shares; 2026Q1: 4,845 shares; 2026Q2: 4,686 shares 4,686 $1.05M 0.1% -159 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,441 shares; 2024Q4: 1,116 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 3,450 shares 3,450 $1.04M 0.1% +3,279 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 18,585 shares 18,585 $948K 0.09% +14,585 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 586 shares; 2025Q1: not reported; 2025Q2: 1,743 shares; 2025Q3: 1,720 shares; 2025Q4: not reported; 2026Q1: 237 shares; 2026Q2: 904 shares 904 $942K 0.09% +667 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,729 shares; 2024Q4: 5,729 shares; 2025Q1: 5,729 shares; 2025Q2: 5,729 shares; 2025Q3: 5,729 shares; 2025Q4: 5,729 shares; 2026Q1: 5,729 shares; 2026Q2: 5,729 shares 5,729 $941K 0.09% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,441 shares; 2025Q4: 1,439 shares; 2026Q1: 1,436 shares; 2026Q2: 2,344 shares 2,344 $932K 0.09% +908 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: 3,458 shares; 2024Q4: 3,158 shares; 2025Q1: 3,138 shares; 2025Q2: 5,776 shares; 2025Q3: 5,756 shares; 2025Q4: 5,966 shares; 2026Q1: 5,941 shares; 2026Q2: 5,941 shares 5,941 $931K 0.09% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,942 shares; 2024Q4: 61,678 shares; 2025Q1: 90,408 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,570 shares; 2026Q2: 7,990 shares 7,990 $902K 0.08% +4,420 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this 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: 928 shares 928 $896K 0.08% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,553 shares; 2024Q4: 4,915 shares; 2025Q1: 1,822 shares; 2025Q2: 1,803 shares; 2025Q3: 1,751 shares; 2025Q4: 1,679 shares; 2026Q1: 1,655 shares; 2026Q2: 4,194 shares 4,194 $877K 0.08% +2,539 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,637 shares; 2024Q4: 125,735 shares; 2025Q1: 129,235 shares; 2025Q2: 77,385 shares; 2025Q3: 65,250 shares; 2025Q4: 65,905 shares; 2026Q1: 69,835 shares; 2026Q2: 19,800 shares 19,800 $860K 0.08% -50,035 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: 9,958 shares; 2024Q4: 7,776 shares; 2025Q1: 7,776 shares; 2025Q2: 7,776 shares; 2025Q3: 8,176 shares; 2025Q4: 8,176 shares; 2026Q1: 8,176 shares; 2026Q2: 8,176 shares 8,176 $849K 0.08% 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: 8,968 shares; 2024Q4: 5,808 shares; 2025Q1: 5,300 shares; 2025Q2: 4,883 shares; 2025Q3: 4,344 shares; 2025Q4: 4,344 shares; 2026Q1: 5,183 shares; 2026Q2: 8,510 shares 8,510 $814K 0.08% +3,327 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,500 shares 7,500 $796K 0.07% 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: 17,565 shares; 2024Q4: 13,640 shares; 2025Q1: 12,353 shares; 2025Q2: 14,483 shares; 2025Q3: 10,711 shares; 2025Q4: 10,956 shares; 2026Q1: 13,031 shares; 2026Q2: 7,401 shares 7,401 $796K 0.07% -5,630 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,937 shares; 2024Q4: 30,697 shares; 2025Q1: 44,089 shares; 2025Q2: 42,424 shares; 2025Q3: 7,984 shares; 2025Q4: 15,816 shares; 2026Q1: 21,230 shares; 2026Q2: 18,655 shares 18,655 $790K 0.07% -2,575 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,295 shares; 2025Q3: 79,570 shares; 2025Q4: 94,920 shares; 2026Q1: 102,720 shares; 2026Q2: 102,720 shares 102,720 $782K 0.07% 0 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: 3,671 shares; 2024Q4: 2,825 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 2,835 shares 2,835 $767K 0.07% +985 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,267 shares 4,267 $752K 0.07% new 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,715 shares; 2024Q4: 6,001 shares; 2025Q1: 5,962 shares; 2025Q2: 5,962 shares; 2025Q3: 5,962 shares; 2025Q4: 5,962 shares; 2026Q1: 5,958 shares; 2026Q2: 5,958 shares 5,958 $741K 0.07% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,608 shares 11,608 $730K 0.07% new Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,727 shares; 2026Q2: 10,727 shares 10,727 $726K 0.07% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,688 shares; 2025Q3: 2,686 shares; 2025Q4: 2,686 shares; 2026Q1: 2,684 shares; 2026Q2: 2,684 shares 2,684 $724K 0.07% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,129 shares; 2024Q4: 6,584 shares; 2025Q1: 6,734 shares; 2025Q2: 6,752 shares; 2025Q3: 5,905 shares; 2025Q4: 6,890 shares; 2026Q1: 13,440 shares; 2026Q2: 13,805 shares 13,805 $724K 0.07% +365 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,924 shares; 2024Q4: 3,950 shares; 2025Q1: 3,700 shares; 2025Q2: 3,600 shares; 2025Q3: 3,400 shares; 2025Q4: 3,339 shares; 2026Q1: 3,275 shares; 2026Q2: 3,755 shares 3,755 $715K 0.07% +480 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: 5,641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,979 shares 9,979 $711K 0.07% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,772 shares; 2024Q4: 4,747 shares; 2025Q1: 2,675 shares; 2025Q2: 1,984 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares; 2026Q1: 2,389 shares; 2026Q2: 2,359 shares 2,359 $709K 0.07% -30 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,061 shares; 2025Q4: not reported; 2026Q1: 720 shares; 2026Q2: 2,919 shares 2,919 $698K 0.07% +2,199 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: 8,457 shares; 2024Q4: 8,242 shares; 2025Q1: 4,117 shares; 2025Q2: 4,155 shares; 2025Q3: 4,155 shares; 2025Q4: 2,117 shares; 2026Q1: 1,400 shares; 2026Q2: 4,247 shares 4,247 $695K 0.06% +2,847 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,951 shares; 2025Q3: 7,947 shares; 2025Q4: 7,870 shares; 2026Q1: 7,845 shares; 2026Q2: 7,326 shares 7,326 $686K 0.06% -519 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,131 shares; 2026Q1: 2,131 shares; 2026Q2: 1,979 shares 1,979 $681K 0.06% -152 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,142 shares 3,142 $680K 0.06% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,509 shares; 2026Q1: 4,545 shares; 2026Q2: 4,845 shares 4,845 $678K 0.06% +300 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: 2,607 shares; 2024Q4: 1,320 shares; 2025Q1: 2,720 shares; 2025Q2: 3,064 shares; 2025Q3: 2,259 shares; 2025Q4: 2,598 shares; 2026Q1: 1,779 shares; 2026Q2: 1,827 shares 1,827 $673K 0.06% +48 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: 1,218 shares; 2024Q4: 1,069 shares; 2025Q1: 1,069 shares; 2025Q2: 1,074 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,101 shares; 2026Q2: 1,922 shares 1,922 $655K 0.06% +821 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,872 shares; 2024Q4: 8,839 shares; 2025Q1: 6,099 shares; 2025Q2: 5,904 shares; 2025Q3: 6,399 shares; 2025Q4: 6,779 shares; 2026Q1: 6,664 shares; 2026Q2: 6,829 shares 6,829 $643K 0.06% +165 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,965 shares; 2024Q4: 1,920 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares; 2026Q2: 1,870 shares 1,870 $588K 0.05% 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: 6,902 shares; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 6,263 shares; 2025Q3: 6,263 shares; 2025Q4: 6,273 shares; 2026Q1: 6,273 shares; 2026Q2: 6,428 shares 6,428 $586K 0.05% +155 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,561 shares; 2025Q1: 3,418 shares; 2025Q2: 3,222 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares; 2026Q1: 3,419 shares; 2026Q2: 3,429 shares 3,429 $583K 0.05% +10 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: 13,213 shares; 2024Q4: 11,869 shares; 2025Q1: 2,984 shares; 2025Q2: 1,395 shares; 2025Q3: 1,355 shares; 2025Q4: 1,285 shares; 2026Q1: 1,385 shares; 2026Q2: 2,450 shares 2,450 $582K 0.05% +1,065 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,620 shares; 2025Q3: 8,620 shares; 2025Q4: 8,620 shares; 2026Q1: 8,620 shares; 2026Q2: 8,620 shares 8,620 $582K 0.05% 0 Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X 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: 8,890 shares; 2025Q4: 9,580 shares; 2026Q1: 15,427 shares; 2026Q2: 11,862 shares 11,862 $580K 0.05% -3,565 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,284 shares 2,284 $560K 0.05% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,895 shares; 2025Q3: 49,895 shares; 2025Q4: 49,895 shares; 2026Q1: 49,895 shares; 2026Q2: 49,895 shares 49,895 $552K 0.05% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,292 shares; 2025Q3: 3,292 shares; 2025Q4: 3,292 shares; 2026Q1: 3,279 shares; 2026Q2: 3,279 shares 3,279 $550K 0.05% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,625 shares; 2024Q4: 3,200 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 2,925 shares; 2025Q4: 2,925 shares; 2026Q1: 3,525 shares; 2026Q2: 6,875 shares 6,875 $550K 0.05% +3,350 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,628 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,682 shares; 2026Q2: 14,665 shares 14,665 $539K 0.05% -17 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,120 shares; 2024Q4: 7,089 shares; 2025Q1: 4,249 shares; 2025Q2: 4,249 shares; 2025Q3: 4,049 shares; 2025Q4: 3,309 shares; 2026Q1: 4,084 shares; 2026Q2: 3,259 shares 3,259 $529K 0.05% -825 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: 33,450 shares; 2024Q4: 26,600 shares; 2025Q1: 33,450 shares; 2025Q2: 35,150 shares; 2025Q3: 36,900 shares; 2025Q4: 23,850 shares; 2026Q1: 14,850 shares; 2026Q2: 10,300 shares 10,300 $529K 0.05% -4,550 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 16,500 shares 16,500 $523K 0.05% +1,500 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,107 shares; 2024Q4: 6,269 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 5,745 shares; 2025Q4: 6,170 shares; 2026Q1: 6,170 shares; 2026Q2: 6,170 shares 6,170 $516K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,179 shares; 2026Q1: 2,304 shares; 2026Q2: 2,304 shares 2,304 $514K 0.05% 0 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: 277 shares; 2024Q4: 215 shares; 2025Q1: not reported; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 2,900 shares; 2026Q2: 2,869 shares 2,869 $511K 0.05% -31 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,541 shares; 2024Q4: 27,197 shares; 2025Q1: 27,297 shares; 2025Q2: 10,944 shares; 2025Q3: 12,074 shares; 2025Q4: 12,074 shares; 2026Q1: 12,308 shares; 2026Q2: 10,929 shares 10,929 $508K 0.05% -1,379 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,871 shares 2,871 $505K 0.05% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,298 shares; 2026Q2: 5,298 shares 5,298 $501K 0.05% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS 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: 8,000 shares; 2026Q1: 8,000 shares; 2026Q2: 8,000 shares 8,000 $498K 0.05% 0 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 6,205 shares 6,205 $489K 0.05% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,469 shares 1,469 $485K 0.05% new 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: 3,810 shares; 2024Q4: 3,450 shares; 2025Q1: 3,425 shares; 2025Q2: 3,315 shares; 2025Q3: 3,315 shares; 2025Q4: 3,180 shares; 2026Q1: 2,550 shares; 2026Q2: 2,335 shares 2,335 $483K 0.05% -215 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,319 shares; 2025Q3: 25,319 shares; 2025Q4: 25,319 shares; 2026Q1: 25,319 shares; 2026Q2: 25,319 shares 25,319 $482K 0.05% 0 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: 5,582 shares; 2024Q4: 5,531 shares; 2025Q1: 5,511 shares; 2025Q2: 5,241 shares; 2025Q3: 5,241 shares; 2025Q4: 4,886 shares; 2026Q1: 4,516 shares; 2026Q2: 3,946 shares 3,946 $479K 0.04% -570 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 3,000 shares 3,000 $476K 0.04% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,251 shares 3,251 $475K 0.04% new Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,964 shares; 2026Q2: 17,952 shares 17,952 $469K 0.04% -12 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: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $467K 0.04% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,553 shares; 2024Q4: 3,256 shares; 2025Q1: 3,206 shares; 2025Q2: 3,176 shares; 2025Q3: 3,366 shares; 2025Q4: 3,366 shares; 2026Q1: 3,366 shares; 2026Q2: 3,471 shares 3,471 $461K 0.04% +105 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,698 shares 9,698 $461K 0.04% new Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58,213 shares; 2025Q3: 58,213 shares; 2025Q4: 58,213 shares; 2026Q1: 58,213 shares; 2026Q2: 58,213 shares 58,213 $459K 0.04% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,031 shares 2,031 $455K 0.04% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,186 shares; 2024Q4: 9,772 shares; 2025Q1: 9,662 shares; 2025Q2: 9,217 shares; 2025Q3: 9,217 shares; 2025Q4: 9,227 shares; 2026Q1: 9,082 shares; 2026Q2: 9,082 shares 9,082 $452K 0.04% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,150 shares; 2024Q4: 5,384 shares; 2025Q1: 5,264 shares; 2025Q2: 10,108 shares; 2025Q3: 9,553 shares; 2025Q4: 9,553 shares; 2026Q1: 9,423 shares; 2026Q2: 9,303 shares 9,303 $447K 0.04% -120 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,353 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $446K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,805 shares; 2025Q1: 1,805 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares; 2026Q2: 1,805 shares 1,805 $438K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,473 shares; 2024Q4: 6,874 shares; 2025Q1: 3,908 shares; 2025Q2: 4,501 shares; 2025Q3: 4,843 shares; 2025Q4: 5,299 shares; 2026Q1: 5,365 shares; 2026Q2: 5,565 shares 5,565 $435K 0.04% +200 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,756 shares; 2024Q4: 2,190 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,048 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $424K 0.04% 0 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 3,208 shares; 2026Q1: 3,208 shares; 2026Q2: 2,558 shares 2,558 $422K 0.04% -650 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 755 shares; 2026Q2: 955 shares 955 $418K 0.04% +200 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,416 shares; 2024Q4: 9,938 shares; 2025Q1: 6,375 shares; 2025Q2: 6,015 shares; 2025Q3: 6,015 shares; 2025Q4: 6,015 shares; 2026Q1: 6,053 shares; 2026Q2: 6,053 shares 6,053 $413K 0.04% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,087 shares; 2024Q4: 5,893 shares; 2025Q1: 5,828 shares; 2025Q2: 5,553 shares; 2025Q3: 5,553 shares; 2025Q4: 5,553 shares; 2026Q1: 5,553 shares; 2026Q2: 5,293 shares 5,293 $404K 0.04% -260 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,362 shares; 2026Q2: 15,362 shares 15,362 $403K 0.04% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,363 shares; 2024Q4: 23,166 shares; 2025Q1: 15,242 shares; 2025Q2: 14,547 shares; 2025Q3: 15,272 shares; 2025Q4: 15,272 shares; 2026Q1: 16,372 shares; 2026Q2: 16,372 shares 16,372 $402K 0.04% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this 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: 7,153 shares 7,153 $397K 0.04% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,468 shares; 2025Q4: 4,127 shares; 2026Q1: 4,793 shares; 2026Q2: 4,793 shares 4,793 $396K 0.04% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,774 shares; 2024Q4: 3,577 shares; 2025Q1: not reported; 2025Q2: 2,448 shares; 2025Q3: 2,448 shares; 2025Q4: 2,448 shares; 2026Q1: 2,448 shares; 2026Q2: 2,448 shares 2,448 $391K 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,894 shares; 2024Q4: 1,500 shares; 2025Q1: 1,250 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,193 shares; 2026Q1: 1,076 shares; 2026Q2: 1,276 shares 1,276 $387K 0.04% +200 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY 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: 1,160 shares 1,160 $387K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,460 shares; 2025Q1: 6,460 shares; 2025Q2: 7,750 shares; 2025Q3: 11,300 shares; 2025Q4: 11,450 shares; 2026Q1: 11,450 shares; 2026Q2: 11,450 shares 11,450 $381K 0.04% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,319 shares; 2024Q4: 5,242 shares; 2025Q1: 5,172 shares; 2025Q2: 4,737 shares; 2025Q3: 4,630 shares; 2025Q4: 4,605 shares; 2026Q1: 3,755 shares; 2026Q2: 3,315 shares 3,315 $381K 0.04% -440 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: 2,929 shares; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $364K 0.03% 0 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS Quarterly shares; oldest to newest; scale is this 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: 3,788 shares 3,788 $364K 0.03% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,720 shares 3,720 $358K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,620 shares; 2026Q2: 18,604 shares 18,604 $356K 0.03% -16 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,184 shares 4,184 $352K 0.03% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,903 shares; 2026Q1: 6,910 shares; 2026Q2: 6,910 shares 6,910 $347K 0.03% 0 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: 933 shares; 2024Q4: 692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,697 shares 3,697 $340K 0.03% new Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,157 shares; 2025Q3: 47,157 shares; 2025Q4: 47,157 shares; 2026Q1: 47,157 shares; 2026Q2: 47,157 shares 47,157 $336K 0.03% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,605 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,676 shares; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: 1,651 shares; 2026Q2: 1,651 shares 1,651 $331K 0.03% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this 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: 1,195 shares 1,195 $325K 0.03% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,273 shares 1,273 $324K 0.03% new 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: 522 shares; 2024Q4: 465 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 315 shares 315 $319K 0.03% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,592 shares 1,592 $315K 0.03% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,395 shares; 2024Q4: 6,565 shares; 2025Q1: 2,842 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,661 shares; 2026Q1: 3,193 shares; 2026Q2: 3,193 shares 3,193 $308K 0.03% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,879 shares; 2024Q4: 8,745 shares; 2025Q1: 8,745 shares; 2025Q2: 8,745 shares; 2025Q3: 8,745 shares; 2025Q4: 8,745 shares; 2026Q1: 8,745 shares; 2026Q2: 8,745 shares 8,745 $307K 0.03% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $305K 0.03% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,078 shares; 2026Q2: 24,053 shares 24,053 $305K 0.03% -25 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,926 shares; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000 $305K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $304K 0.03% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 1,296 shares; 2025Q1: not reported; 2025Q2: 1,296 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares; 2026Q2: 1,296 shares 1,296 $287K 0.03% 0 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: 13,471 shares; 2024Q4: 10,555 shares; 2025Q1: 7,305 shares; 2025Q2: 10,339 shares; 2025Q3: 9,864 shares; 2025Q4: 10,189 shares; 2026Q1: 9,164 shares; 2026Q2: 9,392 shares 9,392 $286K 0.03% +228 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,000 shares 8,000 $283K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 412 shares 412 $283K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,833 shares; 2024Q4: 3,318 shares; 2025Q1: 3,248 shares; 2025Q2: 3,098 shares; 2025Q3: 3,098 shares; 2025Q4: 3,243 shares; 2026Q1: 3,168 shares; 2026Q2: 1,850 shares 1,850 $280K 0.03% -1,318 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,827 shares; 2026Q1: 2,945 shares; 2026Q2: 3,029 shares 3,029 $279K 0.03% +84 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $276K 0.03% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,395 shares; 2026Q2: 18,620 shares 18,620 $271K 0.03% -11,775 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP 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: 2,402 shares 2,402 $269K 0.03% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $268K 0.03% 0 Timeline ERO ERO COPPER CORP More: the full row for ERO 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: 10,000 shares 10,000 $268K 0.02% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 747 shares 747 $266K 0.02% new 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: not reported; 2026Q2: 1,640 shares 1,640 $266K 0.02% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,901 shares; 2024Q4: 21,340 shares; 2025Q1: 32,255 shares; 2025Q2: 35,550 shares; 2025Q3: 37,355 shares; 2025Q4: 19,005 shares; 2026Q1: 5,305 shares; 2026Q2: 5,320 shares 5,320 $265K 0.02% +15 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 961 shares; 2026Q2: 941 shares 941 $262K 0.02% -20 Timeline BKMS BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,099 shares; 2026Q2: 10,099 shares 10,099 $258K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,743 shares; 2024Q4: 3,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares; 2026Q2: 1,480 shares 1,480 $257K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,814 shares; 2024Q4: 2,495 shares; 2025Q1: 2,495 shares; 2025Q2: 2,395 shares; 2025Q3: 1,875 shares; 2025Q4: 1,650 shares; 2026Q1: 1,650 shares; 2026Q2: 1,685 shares 1,685 $256K 0.02% +35 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: 221 shares 221 $255K 0.02% new 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: 3,187 shares; 2024Q4: 2,929 shares; 2025Q1: 357 shares; 2025Q2: not reported; 2025Q3: 269 shares; 2025Q4: 269 shares; 2026Q1: 269 shares; 2026Q2: 337 shares 337 $255K 0.02% +68 Timeline OEF 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: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 695 shares 695 $254K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,057 shares; 2026Q1: 3,057 shares; 2026Q2: 3,057 shares 3,057 $251K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 147 shares 147 $250K 0.02% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,072 shares; 2026Q2: 3,072 shares 3,072 $244K 0.02% 0 Timeline IDEV 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: 3,135 shares; 2025Q3: 3,321 shares; 2025Q4: 3,321 shares; 2026Q1: not reported; 2026Q2: 2,722 shares 2,722 $242K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 3,400 shares; 2025Q3: 3,442 shares; 2025Q4: not reported; 2026Q1: 2,539 shares; 2026Q2: 3,121 shares 3,121 $242K 0.02% +582 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,125 shares 2,125 $237K 0.02% new 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: 7,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,944 shares 3,944 $235K 0.02% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,674 shares 2,674 $235K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,000 shares; 2025Q1: 1,848 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $234K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,773 shares; 2025Q1: not reported; 2025Q2: 936 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 604 shares 604 $233K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 854 shares 854 $232K 0.02% new Timeline PWV 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: 3,047 shares; 2026Q1: 3,047 shares; 2026Q2: 3,047 shares 3,047 $231K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,354 shares; 2024Q4: 4,087 shares; 2025Q1: 4,001 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,555 shares 1,555 $231K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,014 shares 2,014 $230K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 815 shares 815 $229K 0.02% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this 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: 1,564 shares 1,564 $229K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,735 shares; 2026Q1: not reported; 2026Q2: 7,735 shares 7,735 $228K 0.02% new 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: 2,555 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 2,355 shares; 2026Q2: 2,355 shares 2,355 $227K 0.02% 0 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: 118,118 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,600 shares 1,600 $223K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,271 shares; 2024Q4: 2,179 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 802 shares 802 $221K 0.02% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,355 shares; 2026Q2: 3,230 shares 3,230 $215K 0.02% -125 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,928 shares 2,928 $215K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 493 shares 493 $213K 0.02% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,844 shares 3,844 $212K 0.02% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,018 shares 5,018 $211K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,803 shares; 2024Q4: 3,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $208K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,040 shares 3,040 $208K 0.02% new 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: 2,627 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,165 shares 2,165 $207K 0.02% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,252 shares 1,252 $206K 0.02% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 256 shares 256 $203K 0.02% new Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES 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: 12,024 shares; 2026Q2: 11,996 shares 11,996 $178K 0.02% -28 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,262 shares; 2025Q3: 13,262 shares; 2025Q4: 13,262 shares; 2026Q1: 13,262 shares; 2026Q2: 13,262 shares 13,262 $175K 0.02% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,174 shares 12,174 $166K 0.02% new Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,725 shares 12,725 $156K 0.01% new Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,000 shares; 2024Q4: 34,800 shares; 2025Q1: 34,800 shares; 2025Q2: 42,000 shares; 2025Q3: 42,000 shares; 2025Q4: 42,000 shares; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $143K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,000 shares 20,000 $75.4K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 10,930 shares 10,930 $63.7K 0.01% new Timeline GPUS HYPERSCALE DATA INC More: the full row for HYPERSCALE DATA 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: 19,000 shares; 2026Q2: 19,000 shares 19,000 $2.67K <0.01% 0 Timeline