NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,530 shares; 2025Q3: 194,226 shares; 2025Q4: 204,626 shares; 2026Q1: 205,412 shares; 2026Q2: 200,322 shares 200,322 $55.3M 8.4% -5,090 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: 107,891 shares; 2024Q4: 106,782 shares; 2025Q1: 109,528 shares; 2025Q2: 125,024 shares; 2025Q3: 123,347 shares; 2025Q4: 249,344 shares; 2026Q1: 260,217 shares; 2026Q2: 257,932 shares 257,932 $49.1M 7.46% -2,285 Timeline JBND 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: 5,300 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,400 shares; 2025Q3: 423,720 shares; 2025Q4: 614,394 shares; 2026Q1: 670,321 shares; 2026Q2: 798,166 shares 798,166 $42.7M 6.48% +127,845 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 309,563 shares; 2025Q4: 423,703 shares; 2026Q1: 464,036 shares; 2026Q2: 545,388 shares 545,388 $42.1M 6.39% +81,352 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 537,733 shares; 2024Q4: 561,639 shares; 2025Q1: 596,747 shares; 2025Q2: 589,938 shares; 2025Q3: 415,331 shares; 2025Q4: 353,751 shares; 2026Q1: 343,429 shares; 2026Q2: 353,279 shares 353,279 $29.2M 4.43% +9,850 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: 288,991 shares; 2024Q4: 909,403 shares; 2025Q1: 969,317 shares; 2025Q2: 950,382 shares; 2025Q3: 943,014 shares; 2025Q4: 935,988 shares; 2026Q1: 938,695 shares; 2026Q2: 946,412 shares 946,412 $27.9M 4.23% +7,717 Timeline SJNK 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: 1,030,444 shares; 2024Q4: 1,052,465 shares; 2025Q1: 1,089,147 shares; 2025Q2: 1,050,861 shares; 2025Q3: 910,342 shares; 2025Q4: 841,753 shares; 2026Q1: 857,935 shares; 2026Q2: 1,006,633 shares 1,006,633 $25.2M 3.82% +148,698 Timeline SCHM 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: 193,704 shares; 2024Q4: 582,375 shares; 2025Q1: 579,780 shares; 2025Q2: 627,815 shares; 2025Q3: 637,611 shares; 2025Q4: 656,720 shares; 2026Q1: 666,173 shares; 2026Q2: 673,370 shares 673,370 $24.8M 3.77% +7,197 Timeline SCHF 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: 356,745 shares; 2024Q4: 720,982 shares; 2025Q1: 742,497 shares; 2025Q2: 778,219 shares; 2025Q3: 773,561 shares; 2025Q4: 792,746 shares; 2026Q1: 802,934 shares; 2026Q2: 793,598 shares 793,598 $22M 3.34% -9,336 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440,477 shares; 2024Q4: 449,213 shares; 2025Q1: 452,180 shares; 2025Q2: 458,576 shares; 2025Q3: 286,171 shares; 2025Q4: 232,201 shares; 2026Q1: 231,153 shares; 2026Q2: 224,668 shares 224,668 $17.8M 2.7% -6,485 Timeline SCHA 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: 208,557 shares; 2024Q4: 408,079 shares; 2025Q1: 382,705 shares; 2025Q2: 383,537 shares; 2025Q3: 384,293 shares; 2025Q4: 390,033 shares; 2026Q1: 391,403 shares; 2026Q2: 386,220 shares 386,220 $14M 2.12% -5,183 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: 25,033 shares; 2024Q4: 23,023 shares; 2025Q1: 21,702 shares; 2025Q2: 16,625 shares; 2025Q3: 16,251 shares; 2025Q4: 15,916 shares; 2026Q1: 15,491 shares; 2026Q2: 13,786 shares 13,786 $13.9M 2.12% -1,705 Timeline FPEI 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: 877,239 shares; 2024Q4: 840,706 shares; 2025Q1: 805,961 shares; 2025Q2: 763,618 shares; 2025Q3: 678,086 shares; 2025Q4: 642,258 shares; 2026Q1: 645,831 shares; 2026Q2: 647,803 shares 647,803 $12.5M 1.9% +1,972 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,725 shares; 2024Q4: 39,705 shares; 2025Q1: 39,025 shares; 2025Q2: 48,987 shares; 2025Q3: 48,020 shares; 2025Q4: 47,511 shares; 2026Q1: 47,849 shares; 2026Q2: 44,767 shares 44,767 $11.3M 1.71% -3,082 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: 37,484 shares; 2024Q4: 35,458 shares; 2025Q1: 34,271 shares; 2025Q2: 33,279 shares; 2025Q3: 32,660 shares; 2025Q4: 33,236 shares; 2026Q1: 32,792 shares; 2026Q2: 30,678 shares 30,678 $10M 1.52% -2,114 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,770 shares; 2024Q4: 142,446 shares; 2025Q1: 158,798 shares; 2025Q2: 159,945 shares; 2025Q3: 165,101 shares; 2025Q4: 171,978 shares; 2026Q1: 172,522 shares; 2026Q2: 178,519 shares 178,519 $9.57M 1.45% +5,997 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: 36,481 shares; 2024Q4: 33,552 shares; 2025Q1: 36,813 shares; 2025Q2: 70,662 shares; 2025Q3: 56,912 shares; 2025Q4: 55,632 shares; 2026Q1: 54,844 shares; 2026Q2: 47,646 shares 47,646 $9.53M 1.45% -7,198 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,508 shares; 2024Q4: 30,434 shares; 2025Q1: 30,179 shares; 2025Q2: 35,383 shares; 2025Q3: 33,801 shares; 2025Q4: 33,173 shares; 2026Q1: 32,848 shares; 2026Q2: 31,389 shares 31,389 $9.08M 1.38% -1,459 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: 25,683 shares; 2024Q4: 25,031 shares; 2025Q1: 24,017 shares; 2025Q2: 25,412 shares; 2025Q3: 25,017 shares; 2025Q4: 25,108 shares; 2026Q1: 24,762 shares; 2026Q2: 24,362 shares 24,362 $8.71M 1.32% -400 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,791 shares; 2024Q4: 38,078 shares; 2025Q1: 43,159 shares; 2025Q2: 43,689 shares; 2025Q3: 44,459 shares; 2025Q4: 45,775 shares; 2026Q1: 46,305 shares; 2026Q2: 46,631 shares 46,631 $8.64M 1.31% +326 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: 29,073 shares; 2024Q4: 30,830 shares; 2025Q1: 39,522 shares; 2025Q2: 41,430 shares; 2025Q3: 45,041 shares; 2025Q4: 46,925 shares; 2026Q1: 48,330 shares; 2026Q2: 49,769 shares 49,769 $7.9M 1.2% +1,439 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: 26,769 shares; 2024Q4: 24,985 shares; 2025Q1: 24,451 shares; 2025Q2: 24,787 shares; 2025Q3: 23,396 shares; 2025Q4: 22,701 shares; 2026Q1: 22,478 shares; 2026Q2: 20,713 shares 20,713 $7.32M 1.11% -1,765 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: 54,086 shares; 2024Q4: 55,667 shares; 2025Q1: 60,617 shares; 2025Q2: 60,788 shares; 2025Q3: 61,920 shares; 2025Q4: 65,163 shares; 2026Q1: 64,343 shares; 2026Q2: 65,790 shares 65,790 $7.05M 1.07% +1,447 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: 21,219 shares; 2024Q4: 19,666 shares; 2025Q1: 20,150 shares; 2025Q2: 20,297 shares; 2025Q3: 19,838 shares; 2025Q4: 19,596 shares; 2026Q1: 19,370 shares; 2026Q2: 17,849 shares 17,849 $6.67M 1.01% -1,521 Timeline FNDE 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: 148,750 shares; 2024Q4: 150,567 shares; 2025Q1: 159,311 shares; 2025Q2: 164,047 shares; 2025Q3: 155,395 shares; 2025Q4: 158,129 shares; 2026Q1: 161,351 shares; 2026Q2: 164,912 shares 164,912 $6.54M 0.99% +3,561 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: 29,540 shares; 2024Q4: 27,489 shares; 2025Q1: 25,045 shares; 2025Q2: 24,291 shares; 2025Q3: 22,120 shares; 2025Q4: 21,866 shares; 2026Q1: 23,801 shares; 2026Q2: 22,708 shares 22,708 $5.77M 0.88% -1,093 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: 16,278 shares; 2024Q4: 15,709 shares; 2025Q1: 15,632 shares; 2025Q2: 15,557 shares; 2025Q3: 12,780 shares; 2025Q4: 12,813 shares; 2026Q1: 13,100 shares; 2026Q2: 15,283 shares 15,283 $5.7M 0.87% +2,183 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: 13,405 shares; 2024Q4: 12,440 shares; 2025Q1: 11,684 shares; 2025Q2: 10,201 shares; 2025Q3: 9,828 shares; 2025Q4: 9,681 shares; 2026Q1: 9,566 shares; 2026Q2: 8,707 shares 8,707 $5.52M 0.84% -859 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: 13,265 shares; 2024Q4: 12,171 shares; 2025Q1: 13,325 shares; 2025Q2: 19,698 shares; 2025Q3: 20,029 shares; 2025Q4: 21,357 shares; 2026Q1: 20,445 shares; 2026Q2: 20,329 shares 20,329 $4.85M 0.74% -116 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: 5,943 shares; 2024Q4: 5,960 shares; 2025Q1: 5,975 shares; 2025Q2: 5,993 shares; 2025Q3: 6,020 shares; 2025Q4: 6,007 shares; 2026Q1: 6,357 shares; 2026Q2: 6,353 shares 6,353 $4.74M 0.72% -4 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: 32,583 shares; 2024Q4: 30,465 shares; 2025Q1: 27,365 shares; 2025Q2: 26,370 shares; 2025Q3: 25,364 shares; 2025Q4: 25,024 shares; 2026Q1: 24,695 shares; 2026Q2: 20,992 shares 20,992 $3.98M 0.6% -3,703 Timeline MLPX 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: 63,723 shares; 2024Q4: 63,177 shares; 2025Q1: 58,078 shares; 2025Q2: 56,680 shares; 2025Q3: 54,507 shares; 2025Q4: 53,658 shares; 2026Q1: 52,725 shares; 2026Q2: 50,204 shares 50,204 $3.7M 0.56% -2,521 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: 13,390 shares; 2024Q4: 12,929 shares; 2025Q1: 11,879 shares; 2025Q2: 11,926 shares; 2025Q3: 11,651 shares; 2025Q4: 11,592 shares; 2026Q1: 11,367 shares; 2026Q2: 10,304 shares 10,304 $3.65M 0.55% -1,063 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: 34,002 shares; 2024Q4: 32,735 shares; 2025Q1: 29,328 shares; 2025Q2: 30,978 shares; 2025Q3: 28,170 shares; 2025Q4: 27,585 shares; 2026Q1: 26,639 shares; 2026Q2: 27,256 shares 27,256 $3.5M 0.53% +617 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: 1,950 shares; 2024Q4: 1,980 shares; 2025Q1: 2,204 shares; 2025Q2: 2,486 shares; 2025Q3: 2,525 shares; 2025Q4: 2,930 shares; 2026Q1: 2,935 shares; 2026Q2: 2,814 shares 2,814 $3.38M 0.51% -121 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,770 shares; 2024Q4: 4,367 shares; 2025Q1: 4,058 shares; 2025Q2: 3,260 shares; 2025Q3: 3,210 shares; 2025Q4: 3,132 shares; 2026Q1: 3,127 shares; 2026Q2: 2,748 shares 2,748 $3.23M 0.49% -379 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: 30,235 shares; 2024Q4: 27,983 shares; 2025Q1: 25,963 shares; 2025Q2: 25,209 shares; 2025Q3: 23,970 shares; 2025Q4: 23,612 shares; 2026Q1: 23,221 shares; 2026Q2: 22,249 shares 22,249 $3.18M 0.48% -972 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,065 shares; 2024Q4: 48,454 shares; 2025Q1: 47,958 shares; 2025Q2: 82,338 shares; 2025Q3: 72,409 shares; 2025Q4: 61,669 shares; 2026Q1: 67,499 shares; 2026Q2: 69,068 shares 69,068 $2.93M 0.44% +1,569 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,190 shares; 2024Q4: 20,357 shares; 2025Q1: 26,688 shares; 2025Q2: 28,228 shares; 2025Q3: 29,792 shares; 2025Q4: 31,497 shares; 2026Q1: 33,082 shares; 2026Q2: 34,138 shares 34,138 $2.84M 0.43% +1,056 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: 12,340 shares; 2024Q4: 11,723 shares; 2025Q1: 9,788 shares; 2025Q2: 9,866 shares; 2025Q3: 9,457 shares; 2025Q4: 9,501 shares; 2026Q1: 9,654 shares; 2026Q2: 9,788 shares 9,788 $2.75M 0.42% +134 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,823 shares; 2024Q4: 4,748 shares; 2025Q1: 5,015 shares; 2025Q2: 5,007 shares; 2025Q3: 5,101 shares; 2025Q4: 5,161 shares; 2026Q1: 5,161 shares; 2026Q2: 4,753 shares 4,753 $2.68M 0.41% -408 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: 17,049 shares; 2024Q4: 18,141 shares; 2025Q1: 21,335 shares; 2025Q2: 22,478 shares; 2025Q3: 23,873 shares; 2025Q4: 49,552 shares; 2026Q1: 50,048 shares; 2026Q2: 49,834 shares 49,834 $2.65M 0.4% -214 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: 3,831 shares; 2024Q4: 3,782 shares; 2025Q1: 3,773 shares; 2025Q2: 3,606 shares; 2025Q3: 3,567 shares; 2025Q4: 3,565 shares; 2026Q1: 3,614 shares; 2026Q2: 3,520 shares 3,520 $2.64M 0.4% -94 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: 22,008 shares; 2024Q4: 20,788 shares; 2025Q1: 19,170 shares; 2025Q2: 18,635 shares; 2025Q3: 18,030 shares; 2025Q4: 17,613 shares; 2026Q1: 16,665 shares; 2026Q2: 15,664 shares 15,664 $2.61M 0.4% -1,001 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,460 shares; 2024Q4: 100,336 shares; 2025Q1: 98,024 shares; 2025Q2: 96,986 shares; 2025Q3: 95,762 shares; 2025Q4: 94,494 shares; 2026Q1: 94,306 shares; 2026Q2: 88,389 shares 88,389 $2.56M 0.39% -5,917 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,142 shares; 2024Q4: 3,361 shares; 2025Q1: 7,387 shares; 2025Q2: 7,848 shares; 2025Q3: 8,425 shares; 2025Q4: 18,503 shares; 2026Q1: 19,903 shares; 2026Q2: 21,390 shares 21,390 $2.51M 0.38% +1,487 Timeline XSW 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: 15,631 shares; 2025Q3: 26,695 shares; 2025Q4: 26,548 shares; 2026Q1: 15,356 shares; 2026Q2: 14,537 shares 14,537 $2.5M 0.38% -819 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: 7,731 shares; 2024Q4: 6,940 shares; 2025Q1: 7,078 shares; 2025Q2: 5,793 shares; 2025Q3: 5,456 shares; 2025Q4: 5,345 shares; 2026Q1: 5,349 shares; 2026Q2: 4,642 shares 4,642 $2.41M 0.37% -707 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,463 shares; 2024Q4: 31,083 shares; 2025Q1: 30,916 shares; 2025Q2: 34,778 shares; 2025Q3: 34,265 shares; 2025Q4: 34,212 shares; 2026Q1: 35,121 shares; 2026Q2: 34,140 shares 34,140 $2.29M 0.35% -981 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,139 shares; 2024Q4: 21,345 shares; 2025Q1: 20,042 shares; 2025Q2: 25,427 shares; 2025Q3: 26,162 shares; 2025Q4: 26,154 shares; 2026Q1: 28,884 shares; 2026Q2: 26,319 shares 26,319 $2.25M 0.34% -2,565 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: 21,692 shares; 2024Q4: 20,755 shares; 2025Q1: 18,707 shares; 2025Q2: 17,726 shares; 2025Q3: 16,407 shares; 2025Q4: 16,126 shares; 2026Q1: 15,766 shares; 2026Q2: 14,756 shares 14,756 $2.16M 0.33% -1,010 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: 26,881 shares; 2024Q4: 24,624 shares; 2025Q1: 23,413 shares; 2025Q2: 22,785 shares; 2025Q3: 22,598 shares; 2025Q4: 21,932 shares; 2026Q1: 21,802 shares; 2026Q2: 21,821 shares 21,821 $2.09M 0.32% +19 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: 3,885 shares; 2024Q4: 3,851 shares; 2025Q1: 4,320 shares; 2025Q2: 4,948 shares; 2025Q3: 4,797 shares; 2025Q4: 4,877 shares; 2026Q1: 5,606 shares; 2026Q2: 5,643 shares 5,643 $2.09M 0.32% +37 Timeline SCHI 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: 55,645 shares; 2024Q4: 107,550 shares; 2025Q1: 104,470 shares; 2025Q2: 173,710 shares; 2025Q3: 123,786 shares; 2025Q4: 82,726 shares; 2026Q1: 87,138 shares; 2026Q2: 89,747 shares 89,747 $2.03M 0.31% +2,609 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,824 shares; 2024Q4: 35,634 shares; 2025Q1: 32,701 shares; 2025Q2: 31,077 shares; 2025Q3: 30,187 shares; 2025Q4: 28,679 shares; 2026Q1: 27,741 shares; 2026Q2: 29,288 shares 29,288 $1.94M 0.29% +1,547 Timeline AIQ 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: 36,858 shares; 2024Q4: 34,108 shares; 2025Q1: 32,253 shares; 2025Q2: 33,477 shares; 2025Q3: 33,234 shares; 2025Q4: 32,238 shares; 2026Q1: 32,228 shares; 2026Q2: 29,568 shares 29,568 $1.94M 0.29% -2,660 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,341 shares; 2024Q4: 29,985 shares; 2025Q1: 29,985 shares; 2025Q2: 50,546 shares; 2025Q3: 43,750 shares; 2025Q4: 43,589 shares; 2026Q1: 43,388 shares; 2026Q2: 40,929 shares 40,929 $1.91M 0.29% -2,459 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: 18,679 shares; 2024Q4: 18,299 shares; 2025Q1: 18,163 shares; 2025Q2: 18,595 shares; 2025Q3: 18,640 shares; 2025Q4: 17,911 shares; 2026Q1: 14,796 shares; 2026Q2: 13,792 shares 13,792 $1.89M 0.29% -1,004 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,914 shares; 2024Q4: 15,481 shares; 2025Q1: 17,001 shares; 2025Q2: 17,493 shares; 2025Q3: 17,218 shares; 2025Q4: 35,410 shares; 2026Q1: 36,484 shares; 2026Q2: 36,834 shares 36,834 $1.87M 0.28% +350 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,582 shares; 2024Q4: 10,185 shares; 2025Q1: 9,660 shares; 2025Q2: 11,582 shares; 2025Q3: 11,272 shares; 2025Q4: 11,242 shares; 2026Q1: 11,440 shares; 2026Q2: 10,850 shares 10,850 $1.81M 0.27% -590 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,624 shares; 2024Q4: 11,601 shares; 2025Q1: 10,722 shares; 2025Q2: 13,323 shares; 2025Q3: 12,942 shares; 2025Q4: 12,934 shares; 2026Q1: 14,101 shares; 2026Q2: 13,768 shares 13,768 $1.76M 0.27% -333 Timeline SCHJ 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: 64,395 shares; 2024Q4: 128,650 shares; 2025Q1: 125,075 shares; 2025Q2: 128,883 shares; 2025Q3: 106,340 shares; 2025Q4: 86,309 shares; 2026Q1: 71,571 shares; 2026Q2: 69,134 shares 69,134 $1.7M 0.26% -2,437 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: 8,495 shares; 2024Q4: 7,965 shares; 2025Q1: 7,915 shares; 2025Q2: 7,890 shares; 2025Q3: 7,890 shares; 2025Q4: 7,890 shares; 2026Q1: 7,741 shares; 2026Q2: 7,294 shares 7,294 $1.63M 0.25% -447 Timeline XNCR XENCOR INC More: the full row for XENCOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,661 shares; 2024Q4: 113,661 shares; 2025Q1: 109,661 shares; 2025Q2: 105,961 shares; 2025Q3: 99,861 shares; 2025Q4: 98,661 shares; 2026Q1: 98,661 shares; 2026Q2: 98,661 shares 98,661 $1.59M 0.24% 0 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: 46,155 shares; 2024Q4: 45,359 shares; 2025Q1: 41,739 shares; 2025Q2: not reported; 2025Q3: 1,360 shares; 2025Q4: 2,559 shares; 2026Q1: 2,473 shares; 2026Q2: 2,733 shares 2,733 $1.59M 0.24% +260 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,564 shares; 2025Q1: 10,937 shares; 2025Q2: 11,128 shares; 2025Q3: 11,364 shares; 2025Q4: 9,235 shares; 2026Q1: 9,454 shares; 2026Q2: 9,288 shares 9,288 $1.58M 0.24% -166 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: 821 shares; 2024Q4: 812 shares; 2025Q1: 808 shares; 2025Q2: 5,356 shares; 2025Q3: 5,290 shares; 2025Q4: 5,294 shares; 2026Q1: 5,327 shares; 2026Q2: 19,319 shares 19,319 $1.56M 0.24% +13,992 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,575 shares; 2024Q4: 15,870 shares; 2025Q1: 15,604 shares; 2025Q2: 14,630 shares; 2025Q3: 14,071 shares; 2025Q4: 13,896 shares; 2026Q1: 13,864 shares; 2026Q2: 13,540 shares 13,540 $1.55M 0.24% -324 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,893 shares; 2024Q4: 6,930 shares; 2025Q1: 6,914 shares; 2025Q2: 6,914 shares; 2025Q3: 6,861 shares; 2025Q4: 6,926 shares; 2026Q1: 6,961 shares; 2026Q2: 6,993 shares 6,993 $1.52M 0.23% +32 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: 1,332 shares; 2024Q4: 1,438 shares; 2025Q1: 2,806 shares; 2025Q2: 3,142 shares; 2025Q3: 2,887 shares; 2025Q4: 3,324 shares; 2026Q1: 3,629 shares; 2026Q2: 3,996 shares 3,996 $1.51M 0.23% +367 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,409 shares; 2024Q4: 18,328 shares; 2025Q1: 16,421 shares; 2025Q2: 16,642 shares; 2025Q3: 15,803 shares; 2025Q4: 15,572 shares; 2026Q1: 15,219 shares; 2026Q2: 13,192 shares 13,192 $1.46M 0.22% -2,027 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: 899 shares; 2024Q4: 1,093 shares; 2025Q1: 2,207 shares; 2025Q2: 3,047 shares; 2025Q3: 2,991 shares; 2025Q4: 3,006 shares; 2026Q1: 3,559 shares; 2026Q2: 3,448 shares 3,448 $1.45M 0.22% -111 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: 5,849 shares; 2024Q4: 5,896 shares; 2025Q1: 5,924 shares; 2025Q2: 5,924 shares; 2025Q3: 5,869 shares; 2025Q4: 5,915 shares; 2026Q1: 5,937 shares; 2026Q2: 5,962 shares 5,962 $1.41M 0.21% +25 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: 77,165 shares; 2024Q4: 72,725 shares; 2025Q1: 61,575 shares; 2025Q2: 63,209 shares; 2025Q3: 56,732 shares; 2025Q4: 55,214 shares; 2026Q1: 53,665 shares; 2026Q2: 58,322 shares 58,322 $1.4M 0.21% +4,657 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: 11,767 shares; 2024Q4: 12,498 shares; 2025Q1: 13,742 shares; 2025Q2: 13,577 shares; 2025Q3: 13,952 shares; 2025Q4: 28,692 shares; 2026Q1: 30,200 shares; 2026Q2: 30,796 shares 30,796 $1.4M 0.21% +596 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: 218,780 shares; 2024Q4: 230,834 shares; 2025Q1: 73,534 shares; 2025Q2: 70,631 shares; 2025Q3: 55,059 shares; 2025Q4: 53,799 shares; 2026Q1: 54,210 shares; 2026Q2: 26,791 shares 26,791 $1.35M 0.21% -27,419 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,122 shares; 2024Q4: 6,432 shares; 2025Q1: 6,157 shares; 2025Q2: 5,982 shares; 2025Q3: 5,882 shares; 2025Q4: 5,882 shares; 2026Q1: 5,882 shares; 2026Q2: 5,097 shares 5,097 $1.28M 0.19% -785 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,006 shares; 2024Q4: 8,824 shares; 2025Q1: 8,679 shares; 2025Q2: 8,577 shares; 2025Q3: 8,573 shares; 2025Q4: 8,486 shares; 2026Q1: 8,343 shares; 2026Q2: 8,306 shares 8,306 $1.23M 0.19% -37 Timeline NBIL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,740 shares; 2026Q1: 131,632 shares; 2026Q2: 21,050 shares 21,050 $1.2M 0.18% -110,582 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 2,054 shares; 2025Q1: 2,686 shares; 2025Q2: 2,700 shares; 2025Q3: 2,610 shares; 2025Q4: 2,680 shares; 2026Q1: 2,757 shares; 2026Q2: 2,387 shares 2,387 $1.19M 0.18% -370 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,468 shares; 2026Q1: 83,871 shares; 2026Q2: 24,147 shares 24,147 $1.1M 0.17% -59,724 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,743 shares; 2025Q4: 4,755 shares; 2026Q1: 4,755 shares; 2026Q2: 3,462 shares 3,462 $1.05M 0.16% -1,293 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: 1,939 shares; 2024Q4: 1,263 shares; 2025Q1: 1,185 shares; 2025Q2: 4,017 shares; 2025Q3: 3,925 shares; 2025Q4: 3,750 shares; 2026Q1: 3,766 shares; 2026Q2: 3,405 shares 3,405 $1.03M 0.16% -361 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,440 shares 4,440 $982K 0.15% new 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: 4,374 shares 4,374 $979K 0.15% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,577 shares; 2025Q1: 2,527 shares; 2025Q2: 2,283 shares; 2025Q3: 2,239 shares; 2025Q4: 2,222 shares; 2026Q1: 2,221 shares; 2026Q2: 1,959 shares 1,959 $962K 0.15% -262 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: 1,395 shares; 2024Q4: 1,395 shares; 2025Q1: 1,240 shares; 2025Q2: 1,265 shares; 2025Q3: 1,266 shares; 2025Q4: 1,260 shares; 2026Q1: 1,274 shares; 2026Q2: 1,279 shares 1,279 $942K 0.14% +5 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: 8,348 shares; 2024Q4: 32,786 shares; 2025Q1: 32,551 shares; 2025Q2: 31,079 shares; 2025Q3: 28,477 shares; 2025Q4: 27,584 shares; 2026Q1: 28,729 shares; 2026Q2: 26,956 shares 26,956 $912K 0.14% -1,773 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: 3,412 shares; 2025Q3: 2,931 shares; 2025Q4: 2,787 shares; 2026Q1: 2,684 shares; 2026Q2: 2,635 shares 2,635 $906K 0.14% -49 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,418 shares; 2024Q4: 28,309 shares; 2025Q1: 24,891 shares; 2025Q2: 24,312 shares; 2025Q3: 20,999 shares; 2025Q4: 19,705 shares; 2026Q1: 17,738 shares; 2026Q2: 19,781 shares 19,781 $854K 0.13% +2,043 Timeline FPE 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: 64,460 shares; 2024Q4: 64,375 shares; 2025Q1: 62,793 shares; 2025Q2: 61,441 shares; 2025Q3: 55,979 shares; 2025Q4: 52,785 shares; 2026Q1: 56,988 shares; 2026Q2: 47,394 shares 47,394 $847K 0.13% -9,594 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: 4,494 shares; 2025Q1: 4,494 shares; 2025Q2: 9,281 shares; 2025Q3: 8,784 shares; 2025Q4: 8,590 shares; 2026Q1: 8,586 shares; 2026Q2: 8,183 shares 8,183 $847K 0.13% -403 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 844 shares; 2025Q2: 898 shares; 2025Q3: 727 shares; 2025Q4: 673 shares; 2026Q1: 976 shares; 2026Q2: 1,041 shares 1,041 $794K 0.12% +65 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: 17,940 shares; 2024Q4: 15,802 shares; 2025Q1: 15,675 shares; 2025Q2: 18,886 shares; 2025Q3: 18,046 shares; 2025Q4: 17,652 shares; 2026Q1: 17,777 shares; 2026Q2: 12,832 shares 12,832 $766K 0.12% -4,945 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,010 shares; 2024Q4: 12,740 shares; 2025Q1: 12,110 shares; 2025Q2: 12,073 shares; 2025Q3: 11,678 shares; 2025Q4: 11,378 shares; 2026Q1: 11,337 shares; 2026Q2: 10,484 shares 10,484 $762K 0.12% -853 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: 1,651 shares; 2024Q4: 1,275 shares; 2025Q1: 1,221 shares; 2025Q2: 1,396 shares; 2025Q3: 1,150 shares; 2025Q4: 1,140 shares; 2026Q1: 1,093 shares; 2026Q2: 1,100 shares 1,100 $755K 0.11% +7 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,585 shares; 2024Q4: 2,587 shares; 2025Q1: 2,550 shares; 2025Q2: 3,979 shares; 2025Q3: 4,567 shares; 2025Q4: 5,627 shares; 2026Q1: 3,233 shares; 2026Q2: 2,984 shares 2,984 $751K 0.11% -249 Timeline KOMP 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: 15,035 shares; 2024Q4: 11,895 shares; 2025Q1: 11,200 shares; 2025Q2: 11,155 shares; 2025Q3: 10,973 shares; 2025Q4: 10,914 shares; 2026Q1: 10,786 shares; 2026Q2: 10,127 shares 10,127 $724K 0.11% -659 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: 911 shares; 2024Q4: 831 shares; 2025Q1: 1,143 shares; 2025Q2: 1,146 shares; 2025Q3: 1,210 shares; 2025Q4: 1,264 shares; 2026Q1: 757 shares; 2026Q2: 760 shares 760 $711K 0.11% +3 Timeline BUG 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: 32,915 shares; 2024Q4: 31,140 shares; 2025Q1: 27,840 shares; 2025Q2: 24,789 shares; 2025Q3: 24,004 shares; 2025Q4: 24,804 shares; 2026Q1: 23,672 shares; 2026Q2: 18,081 shares 18,081 $691K 0.1% -5,591 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,349 shares; 2025Q4: 12,013 shares; 2026Q1: 10,890 shares; 2026Q2: 9,091 shares 9,091 $688K 0.1% -1,799 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: 1,847 shares; 2024Q4: 1,847 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,847 shares; 2025Q4: 1,847 shares; 2026Q1: 1,847 shares; 2026Q2: 1,847 shares 1,847 $680K 0.1% 0 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: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,186 shares; 2025Q2: 1,024 shares; 2025Q3: 923 shares; 2025Q4: 9,263 shares; 2026Q1: 9,244 shares; 2026Q2: 9,214 shares 9,214 $658K 0.1% -30 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,524 shares; 2024Q4: 1,274 shares; 2025Q1: 1,324 shares; 2025Q2: 1,324 shares; 2025Q3: 1,258 shares; 2025Q4: 1,259 shares; 2026Q1: 1,260 shares; 2026Q2: 7,360 shares 7,360 $634K 0.1% +6,100 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,320 shares; 2024Q4: 3,320 shares; 2025Q1: 3,221 shares; 2025Q2: 3,073 shares; 2025Q3: 2,923 shares; 2025Q4: 2,938 shares; 2026Q1: 6,380 shares; 2026Q2: 5,504 shares 5,504 $623K 0.09% -876 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,935 shares; 2024Q4: 3,860 shares; 2025Q1: 3,496 shares; 2025Q2: 3,619 shares; 2025Q3: 3,594 shares; 2025Q4: 3,540 shares; 2026Q1: 3,539 shares; 2026Q2: 3,310 shares 3,310 $594K 0.09% -229 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,704 shares; 2024Q4: 26,944 shares; 2025Q1: 24,605 shares; 2025Q2: 24,638 shares; 2025Q3: 24,711 shares; 2025Q4: 23,466 shares; 2026Q1: 25,339 shares; 2026Q2: 27,134 shares 27,134 $571K 0.09% +1,795 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,780 shares; 2025Q3: 2,461 shares; 2025Q4: 2,456 shares; 2026Q1: 2,446 shares; 2026Q2: 2,359 shares 2,359 $561K 0.09% -87 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: 41,571 shares; 2024Q4: 38,791 shares; 2025Q1: 38,616 shares; 2025Q2: 29,659 shares; 2025Q3: 21,235 shares; 2025Q4: 19,666 shares; 2026Q1: 18,686 shares; 2026Q2: 17,481 shares 17,481 $559K 0.08% -1,205 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: 1,900 shares; 2024Q4: 1,880 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,272 shares; 2025Q4: 1,261 shares; 2026Q1: 1,263 shares; 2026Q2: 1,072 shares 1,072 $551K 0.08% -191 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: 2,180 shares; 2024Q4: 1,983 shares; 2025Q1: 1,984 shares; 2025Q2: 1,984 shares; 2025Q3: 1,984 shares; 2025Q4: 1,985 shares; 2026Q1: 2,003 shares; 2026Q2: 2,003 shares 2,003 $545K 0.08% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 2,531 shares; 2025Q1: 2,532 shares; 2025Q2: 2,533 shares; 2025Q3: 2,534 shares; 2025Q4: 1,846 shares; 2026Q1: 1,847 shares; 2026Q2: 1,847 shares 1,847 $523K 0.08% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,641 shares; 2025Q1: 1,589 shares; 2025Q2: 1,590 shares; 2025Q3: 2,235 shares; 2025Q4: 2,280 shares; 2026Q1: 2,283 shares; 2026Q2: 2,284 shares 2,284 $504K 0.08% +1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,193 shares; 2024Q4: 2,127 shares; 2025Q1: 2,027 shares; 2025Q2: 2,002 shares; 2025Q3: 1,905 shares; 2025Q4: 2,512 shares; 2026Q1: 4,171 shares; 2026Q2: 4,189 shares 4,189 $493K 0.07% +18 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,659 shares; 2024Q4: 106,609 shares; 2025Q1: 101,111 shares; 2025Q2: 119,366 shares; 2025Q3: 104,185 shares; 2025Q4: 103,698 shares; 2026Q1: 97,271 shares; 2026Q2: 99,858 shares 99,858 $488K 0.07% +2,587 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: 409 shares 409 $472K 0.07% new 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: 3,715 shares; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,635 shares; 2025Q4: 3,540 shares; 2026Q1: 3,372 shares; 2026Q2: 3,115 shares 3,115 $472K 0.07% -257 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: 4,582 shares; 2024Q4: 4,582 shares; 2025Q1: 4,575 shares; 2025Q2: 4,475 shares; 2025Q3: 4,179 shares; 2025Q4: 4,085 shares; 2026Q1: 4,085 shares; 2026Q2: 4,085 shares 4,085 $466K 0.07% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 964 shares; 2025Q4: 935 shares; 2026Q1: 951 shares; 2026Q2: 951 shares 951 $454K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,269 shares; 2025Q2: 5,080 shares; 2025Q3: 5,513 shares; 2025Q4: 5,721 shares; 2026Q1: 5,478 shares; 2026Q2: 5,158 shares 5,158 $453K 0.07% -320 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,070 shares; 2026Q2: 3,835 shares 3,835 $447K 0.07% +765 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 465 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 580 shares; 2026Q2: 580 shares 580 $440K 0.07% 0 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 3,287 shares; 2025Q4: 3,275 shares; 2026Q1: 3,090 shares; 2026Q2: 2,870 shares 2,870 $437K 0.07% -220 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: 39,692 shares; 2024Q4: 37,160 shares; 2025Q1: 33,952 shares; 2025Q2: 4,458 shares; 2025Q3: 4,238 shares; 2025Q4: 4,224 shares; 2026Q1: 4,220 shares; 2026Q2: 4,222 shares 4,222 $431K 0.07% +2 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,050 shares; 2025Q2: 6,985 shares; 2025Q3: 6,985 shares; 2025Q4: 6,985 shares; 2026Q1: 6,935 shares; 2026Q2: 6,765 shares 6,765 $418K 0.06% -170 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: not reported; 2024Q4: not reported; 2025Q1: 2,215 shares; 2025Q2: 2,607 shares; 2025Q3: 2,956 shares; 2025Q4: 2,947 shares; 2026Q1: 3,066 shares; 2026Q2: 3,056 shares 3,056 $414K 0.06% -10 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: 825 shares; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 1,239 shares; 2025Q3: 1,199 shares; 2025Q4: 1,138 shares; 2026Q1: 1,136 shares; 2026Q2: 1,137 shares 1,137 $412K 0.06% +1 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170 shares; 2024Q4: 2,170 shares; 2025Q1: 2,170 shares; 2025Q2: 2,170 shares; 2025Q3: 2,170 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares; 2026Q2: 2,170 shares 2,170 $396K 0.06% 0 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: 2,226 shares 2,226 $392K 0.06% 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: 5,445 shares; 2024Q4: 3,939 shares; 2025Q1: 3,977 shares; 2025Q2: 4,206 shares; 2025Q3: 4,243 shares; 2025Q4: 4,278 shares; 2026Q1: 4,325 shares; 2026Q2: 4,037 shares 4,037 $389K 0.06% -288 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: 2,322 shares; 2024Q4: 2,236 shares; 2025Q1: 2,240 shares; 2025Q2: 2,243 shares; 2025Q3: 2,228 shares; 2025Q4: 2,413 shares; 2026Q1: 2,411 shares; 2026Q2: 2,324 shares 2,324 $385K 0.06% -87 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,818 shares; 2024Q4: 12,399 shares; 2025Q1: 10,592 shares; 2025Q2: 7,095 shares; 2025Q3: 6,768 shares; 2025Q4: 6,296 shares; 2026Q1: 6,216 shares; 2026Q2: 4,546 shares 4,546 $385K 0.06% -1,670 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: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,138 shares; 2025Q2: 1,110 shares; 2025Q3: 1,142 shares; 2025Q4: 1,077 shares; 2026Q1: 1,091 shares; 2026Q2: 1,104 shares 1,104 $379K 0.06% +13 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,107 shares; 2025Q3: 15,007 shares; 2025Q4: 15,007 shares; 2026Q1: 14,757 shares; 2026Q2: 14,457 shares 14,457 $376K 0.06% -300 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 2,180 shares; 2026Q2: 2,080 shares 2,080 $371K 0.06% -100 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,804 shares; 2025Q3: 1,656 shares; 2025Q4: 1,548 shares; 2026Q1: 2,013 shares; 2026Q2: 1,982 shares 1,982 $365K 0.06% -31 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,934 shares; 2025Q4: 6,428 shares; 2026Q1: 7,172 shares; 2026Q2: 8,189 shares 8,189 $361K 0.05% +1,017 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 4,664 shares; 2026Q1: 4,660 shares; 2026Q2: 5,060 shares 5,060 $350K 0.05% +400 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: 1,814 shares; 2024Q4: 1,841 shares; 2025Q1: 2,452 shares; 2025Q2: 2,899 shares; 2025Q3: 3,293 shares; 2025Q4: 3,794 shares; 2026Q1: 2,419 shares; 2026Q2: 2,224 shares 2,224 $348K 0.05% -195 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: 2,868 shares; 2024Q4: 2,870 shares; 2025Q1: 2,606 shares; 2025Q2: 2,634 shares; 2025Q3: 2,103 shares; 2025Q4: 2,251 shares; 2026Q1: 2,323 shares; 2026Q2: 2,325 shares 2,325 $341K 0.05% +2 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: 1,155 shares; 2024Q4: 1,155 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,156 shares; 2026Q1: 1,155 shares; 2026Q2: 1,155 shares 1,155 $339K 0.05% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,635 shares; 2024Q4: 1,621 shares; 2025Q1: 1,196 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares 521 $334K 0.05% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,757 shares; 2024Q4: 18,372 shares; 2025Q1: 16,363 shares; 2025Q2: 15,931 shares; 2025Q3: 2,842 shares; 2025Q4: 2,747 shares; 2026Q1: 2,742 shares; 2026Q2: 2,417 shares 2,417 $327K 0.05% -325 Timeline JPIE 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: 6,545 shares; 2025Q1: 6,545 shares; 2025Q2: 6,545 shares; 2025Q3: 7,045 shares; 2025Q4: 7,045 shares; 2026Q1: 7,045 shares; 2026Q2: 7,045 shares 7,045 $324K 0.05% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 3,072 shares; 2026Q1: 2,908 shares; 2026Q2: 1,977 shares 1,977 $323K 0.05% -931 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 305 shares; 2026Q2: 2,616 shares 2,616 $313K 0.05% +2,311 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: 882 shares; 2024Q4: 883 shares; 2025Q1: 907 shares; 2025Q2: 850 shares; 2025Q3: 840 shares; 2025Q4: 911 shares; 2026Q1: 879 shares; 2026Q2: 884 shares 884 $312K 0.05% +5 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $301K 0.05% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,811 shares; 2024Q4: 20,811 shares; 2025Q1: 20,811 shares; 2025Q2: 20,811 shares; 2025Q3: 19,811 shares; 2025Q4: 19,813 shares; 2026Q1: 19,818 shares; 2026Q2: 18,318 shares 18,318 $291K 0.04% -1,500 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 2,129 shares 2,129 $289K 0.04% new Timeline SCHV 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: 2,757 shares; 2024Q4: 8,271 shares; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 7,711 shares; 2025Q4: 7,491 shares; 2026Q1: 8,176 shares; 2026Q2: 8,179 shares 8,179 $285K 0.04% +3 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: 722 shares; 2024Q4: 722 shares; 2025Q1: 672 shares; 2025Q2: 622 shares; 2025Q3: 629 shares; 2025Q4: 608 shares; 2026Q1: 609 shares; 2026Q2: 559 shares 559 $280K 0.04% -50 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,892 shares; 2025Q3: 1,872 shares; 2025Q4: 1,873 shares; 2026Q1: 1,872 shares; 2026Q2: 1,039 shares 1,039 $279K 0.04% -833 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,640 shares; 2025Q1: 6,640 shares; 2025Q2: 6,640 shares; 2025Q3: 6,640 shares; 2025Q4: 7,796 shares; 2026Q1: 7,796 shares; 2026Q2: 7,796 shares 7,796 $272K 0.04% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,384 shares; 2025Q1: 2,384 shares; 2025Q2: 2,394 shares; 2025Q3: 2,415 shares; 2025Q4: 2,428 shares; 2026Q1: 2,438 shares; 2026Q2: 4,850 shares 4,850 $272K 0.04% +2,412 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,630 shares; 2025Q3: 4,500 shares; 2025Q4: 5,354 shares; 2026Q1: 4,989 shares; 2026Q2: 4,999 shares 4,999 $262K 0.04% +10 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,145 shares 5,145 $260K 0.04% new Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,930 shares; 2026Q1: 5,585 shares; 2026Q2: 5,585 shares 5,585 $251K 0.04% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,056 shares; 2025Q4: 2,062 shares; 2026Q1: 1,775 shares; 2026Q2: 1,750 shares 1,750 $245K 0.04% -25 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: not reported; 2024Q4: not reported; 2025Q1: 2,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $243K 0.04% 0 Timeline ESGU 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: 1,410 shares; 2026Q1: 1,435 shares; 2026Q2: 1,449 shares 1,449 $237K 0.04% +14 Timeline SPHQ 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: 2,900 shares; 2025Q3: 2,902 shares; 2025Q4: 2,905 shares; 2026Q1: not reported; 2026Q2: 2,619 shares 2,619 $236K 0.04% new 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: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 1,500 shares 1,500 $235K 0.04% -950 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,500 shares 1,500 $232K 0.04% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,861 shares; 2024Q4: 4,551 shares; 2025Q1: 4,551 shares; 2025Q2: 5,194 shares; 2025Q3: 6,167 shares; 2025Q4: 6,242 shares; 2026Q1: not reported; 2026Q2: 4,800 shares 4,800 $230K 0.03% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 260 shares 260 $223K 0.03% new Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 1,468 shares 1,468 $217K 0.03% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 1,663 shares; 2025Q4: 1,660 shares; 2026Q1: 1,749 shares; 2026Q2: 1,200 shares 1,200 $217K 0.03% -549 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,523 shares; 2024Q4: 6,823 shares; 2025Q1: 6,823 shares; 2025Q2: 5,468 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,223 shares 4,223 $216K 0.03% new Timeline FFIV F5 INC More: the full row for F5 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: 785 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 513 shares 513 $213K 0.03% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,896 shares; 2024Q4: 1,801 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,374 shares; 2026Q1: 1,331 shares; 2026Q2: 1,106 shares 1,106 $210K 0.03% -225 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,932 shares 2,932 $209K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: 2,098 shares; 2026Q1: 2,180 shares; 2026Q2: 2,100 shares 2,100 $208K 0.03% -80 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: 58,861 shares; 2024Q4: 53,635 shares; 2025Q1: 48,730 shares; 2025Q2: 45,071 shares; 2025Q3: not reported; 2025Q4: 2,779 shares; 2026Q1: 2,767 shares; 2026Q2: 1,743 shares 1,743 $205K 0.03% -1,024 Timeline TTT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,083 shares; 2026Q1: 3,083 shares; 2026Q2: 3,083 shares 3,083 $204K 0.03% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,477 shares; 2025Q1: 2,477 shares; 2025Q2: 2,459 shares; 2025Q3: 2,395 shares; 2025Q4: 2,269 shares; 2026Q1: 2,269 shares; 2026Q2: 2,269 shares 2,269 $203K 0.03% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,528 shares; 2025Q2: 17,672 shares; 2025Q3: not reported; 2025Q4: 15,465 shares; 2026Q1: 18,565 shares; 2026Q2: 28,545 shares 28,545 $185K 0.03% +9,980 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 34,739 shares 34,739 $176K 0.03% new Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,300 shares; 2025Q4: 11,300 shares; 2026Q1: 11,300 shares; 2026Q2: 11,300 shares 11,300 $107K 0.02% 0 Timeline CNTN CANTON STRATEGIC HOLDINGS IN More: the full row for CANTON STRATEGIC HOLDINGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,155 shares; 2026Q1: 13,987 shares; 2026Q2: 22,902 shares 22,902 $64.6K 0.01% +8,915 Timeline