IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,966 shares; 2025Q1: 22,080 shares; 2025Q2: 20,980 shares; 2025Q3: 25,950 shares; 2025Q4: 26,181 shares; 2026Q1: 24,853 shares; 2026Q2: 42,767 shares 42,767 $32M 6.47% +17,914 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,237 shares; 2025Q1: 8,435 shares; 2025Q2: 8,579 shares; 2025Q3: 10,349 shares; 2025Q4: 10,558 shares; 2026Q1: 11,526 shares; 2026Q2: 31,838 shares 31,838 $23.4M 4.74% +20,312 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 117,546 shares; 2025Q1: 143,671 shares; 2025Q2: 145,036 shares; 2025Q3: 136,295 shares; 2025Q4: 133,792 shares; 2026Q1: 144,859 shares; 2026Q2: 154,476 shares 154,476 $17M 3.45% +9,617 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 248,656 shares; 2025Q1: 310,003 shares; 2025Q2: 314,337 shares; 2025Q3: 297,949 shares; 2025Q4: 303,859 shares; 2026Q1: 325,323 shares; 2026Q2: 340,896 shares 340,896 $16.9M 3.41% +15,573 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: not loaded; 2024Q4: 241,984 shares; 2025Q1: 306,728 shares; 2025Q2: 312,260 shares; 2025Q3: 293,912 shares; 2025Q4: 298,570 shares; 2026Q1: 315,355 shares; 2026Q2: 336,370 shares 336,370 $16.7M 3.38% +21,015 Timeline FTSL 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: not loaded; 2024Q4: 257,116 shares; 2025Q1: 323,928 shares; 2025Q2: 330,667 shares; 2025Q3: 308,419 shares; 2025Q4: 309,472 shares; 2026Q1: 336,512 shares; 2026Q2: 359,184 shares 359,184 $16.1M 3.25% +22,672 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,122 shares; 2025Q1: 36,027 shares; 2025Q2: 42,451 shares; 2025Q3: 41,459 shares; 2025Q4: 83,939 shares; 2026Q1: 52,537 shares; 2026Q2: 68,763 shares 68,763 $13.1M 2.65% +16,226 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,914 shares; 2025Q1: 45,260 shares; 2025Q2: 47,662 shares; 2025Q3: 48,648 shares; 2025Q4: 48,124 shares; 2026Q1: 42,788 shares; 2026Q2: 43,551 shares 43,551 $12.6M 2.55% +763 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: not loaded; 2024Q4: 117,822 shares; 2025Q1: 117,557 shares; 2025Q2: 117,483 shares; 2025Q3: 116,377 shares; 2025Q4: 114,962 shares; 2026Q1: 115,123 shares; 2026Q2: 115,261 shares 115,261 $11M 2.23% +138 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,015 shares; 2025Q1: 15,803 shares; 2025Q2: 12,279 shares; 2025Q3: 10,443 shares; 2025Q4: 11,467 shares; 2026Q1: 53,095 shares; 2026Q2: 47,942 shares 47,942 $8.88M 1.79% -5,153 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 loaded; 2024Q4: 102,495 shares; 2025Q1: 94,319 shares; 2025Q2: 96,322 shares; 2025Q3: 119,761 shares; 2025Q4: 120,994 shares; 2026Q1: 42,833 shares; 2026Q2: 40,547 shares 40,547 $8.63M 1.74% -2,286 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,063 shares; 2025Q1: 40,142 shares; 2025Q2: 39,952 shares; 2025Q3: 40,403 shares; 2025Q4: 40,891 shares; 2026Q1: 35,669 shares; 2026Q2: 36,162 shares 36,162 $8.62M 1.74% +493 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,186 shares; 2025Q1: 66,235 shares; 2025Q2: 66,446 shares; 2025Q3: 82,382 shares; 2025Q4: 83,568 shares; 2026Q1: 79,477 shares; 2026Q2: 85,779 shares 85,779 $8.19M 1.65% +6,302 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 64,292 shares; 2025Q1: 63,767 shares; 2025Q2: 63,617 shares; 2025Q3: 68,171 shares; 2025Q4: 68,018 shares; 2026Q1: 67,518 shares; 2026Q2: 67,083 shares 67,083 $7.91M 1.6% -435 Timeline SDVY 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: not loaded; 2024Q4: 60,814 shares; 2025Q1: 212,743 shares; 2025Q2: 233,877 shares; 2025Q3: 294,652 shares; 2025Q4: 303,071 shares; 2026Q1: 141,150 shares; 2026Q2: 175,576 shares 175,576 $7.57M 1.53% +34,426 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,009 shares; 2026Q2: 67,751 shares 67,751 $7.41M 1.5% +4,742 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: not loaded; 2024Q4: 18,501 shares; 2025Q1: 19,861 shares; 2025Q2: 20,220 shares; 2025Q3: 19,551 shares; 2025Q4: 19,605 shares; 2026Q1: 17,119 shares; 2026Q2: 18,954 shares 18,954 $7.07M 1.43% +1,835 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,072 shares; 2025Q1: 23,688 shares; 2025Q2: 23,946 shares; 2025Q3: 24,354 shares; 2025Q4: 24,299 shares; 2026Q1: 17,398 shares; 2026Q2: 19,534 shares 19,534 $6.98M 1.41% +2,136 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: not loaded; 2024Q4: 28,771 shares; 2025Q1: 26,390 shares; 2025Q2: 26,857 shares; 2025Q3: 23,370 shares; 2025Q4: 22,902 shares; 2026Q1: 17,106 shares; 2026Q2: 17,484 shares 17,484 $6.6M 1.33% +378 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: not loaded; 2024Q4: 75,854 shares; 2025Q1: 57,563 shares; 2025Q2: 56,090 shares; 2025Q3: 55,005 shares; 2025Q4: 52,981 shares; 2026Q1: 40,337 shares; 2026Q2: 39,779 shares 39,779 $6.53M 1.32% -558 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,900 shares; 2025Q1: 9,522 shares; 2025Q2: 9,803 shares; 2025Q3: 11,402 shares; 2025Q4: 11,461 shares; 2026Q1: 8,188 shares; 2026Q2: 8,783 shares 8,783 $6.26M 1.27% +595 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: not loaded; 2024Q4: 33,346 shares; 2025Q1: 35,384 shares; 2025Q2: 35,052 shares; 2025Q3: 35,106 shares; 2025Q4: 35,609 shares; 2026Q1: 30,338 shares; 2026Q2: 31,015 shares 31,015 $6.21M 1.25% +677 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: not loaded; 2024Q4: 62,019 shares; 2025Q1: 55,869 shares; 2025Q2: 56,675 shares; 2025Q3: 61,120 shares; 2025Q4: 61,459 shares; 2026Q1: 53,047 shares; 2026Q2: 53,921 shares 53,921 $6.11M 1.23% +874 Timeline RDVY 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,529 shares; 2026Q2: 74,875 shares 74,875 $6.07M 1.23% +39,346 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: not loaded; 2024Q4: 2,092 shares; 2025Q1: 2,112 shares; 2025Q2: 2,071 shares; 2025Q3: 2,053 shares; 2025Q4: 1,967 shares; 2026Q1: 1,821 shares; 2026Q2: 5,666 shares 5,666 $6.03M 1.22% +3,845 Timeline FDL 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,833 shares; 2026Q2: 123,197 shares 123,197 $5.99M 1.21% +30,364 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,786 shares 8,786 $5.61M 1.13% new Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,889 shares 38,889 $5.32M 1.07% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,486 shares; 2025Q3: 3,585 shares; 2025Q4: 3,633 shares; 2026Q1: 1,832 shares; 2026Q2: 17,468 shares 17,468 $5.27M 1.07% +15,636 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,089 shares; 2026Q2: 100,689 shares 100,689 $5.13M 1.04% +27,600 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: not loaded; 2024Q4: 17,560 shares; 2025Q1: 16,369 shares; 2025Q2: 16,600 shares; 2025Q3: 19,009 shares; 2025Q4: 19,141 shares; 2026Q1: 18,043 shares; 2026Q2: 17,488 shares 17,488 $4.92M 0.99% -555 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,956 shares; 2025Q1: 12,285 shares; 2025Q2: 13,705 shares; 2025Q3: 12,247 shares; 2025Q4: 25,121 shares; 2026Q1: 51,343 shares; 2026Q2: 41,187 shares 41,187 $4.83M 0.98% -10,156 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,426 shares; 2025Q1: 4,085 shares; 2025Q2: 4,322 shares; 2025Q3: 4,433 shares; 2025Q4: 4,484 shares; 2026Q1: 4,382 shares; 2026Q2: 4,617 shares 4,617 $4.32M 0.87% +235 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,611 shares 3,611 $4.09M 0.83% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,757 shares; 2025Q1: 3,766 shares; 2025Q2: 3,816 shares; 2025Q3: 3,279 shares; 2025Q4: 3,273 shares; 2026Q1: 3,267 shares; 2026Q2: 3,395 shares 3,395 $4.07M 0.82% +128 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,209 shares 16,209 $3.85M 0.78% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,217 shares; 2025Q1: 21,142 shares; 2025Q2: 21,142 shares; 2025Q3: 21,128 shares; 2025Q4: 20,839 shares; 2026Q1: 39,589 shares; 2026Q2: 26,569 shares 26,569 $3.65M 0.74% -13,020 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: not loaded; 2024Q4: 16,506 shares; 2025Q1: 12,868 shares; 2025Q2: 13,123 shares; 2025Q3: 12,958 shares; 2025Q4: 13,053 shares; 2026Q1: 9,662 shares; 2026Q2: 9,749 shares 9,749 $3.45M 0.7% +87 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: not loaded; 2024Q4: 6,453 shares; 2025Q1: 6,191 shares; 2025Q2: 6,370 shares; 2025Q3: 6,262 shares; 2025Q4: 6,283 shares; 2026Q1: 5,747 shares; 2026Q2: 6,032 shares 6,032 $3.4M 0.69% +285 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: not loaded; 2024Q4: 7,306 shares; 2025Q1: 5,115 shares; 2025Q2: 5,159 shares; 2025Q3: 5,093 shares; 2025Q4: 5,188 shares; 2026Q1: 4,221 shares; 2026Q2: 4,447 shares 4,447 $3.39M 0.69% +226 Timeline FVD 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: not loaded; 2024Q4: 7,808 shares; 2025Q1: 99,144 shares; 2025Q2: 176,165 shares; 2025Q3: 238,584 shares; 2025Q4: 244,182 shares; 2026Q1: 68,469 shares; 2026Q2: 70,427 shares 70,427 $3.39M 0.69% +1,958 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,591 shares; 2025Q1: 25,478 shares; 2025Q2: 27,076 shares; 2025Q3: 28,032 shares; 2025Q4: 28,292 shares; 2026Q1: 22,151 shares; 2026Q2: 22,338 shares 22,338 $3.38M 0.68% +187 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,335 shares 3,335 $3.37M 0.68% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,553 shares; 2025Q2: 43,865 shares; 2025Q3: 40,739 shares; 2025Q4: 41,231 shares; 2026Q1: 36,851 shares; 2026Q2: 34,605 shares 34,605 $3.16M 0.64% -2,246 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: not loaded; 2024Q4: 10,509 shares; 2025Q1: 10,730 shares; 2025Q2: 10,919 shares; 2025Q3: 11,357 shares; 2025Q4: 11,482 shares; 2026Q1: 11,216 shares; 2026Q2: 10,587 shares 10,587 $2.86M 0.58% -629 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 loaded; 2024Q4: 14,618 shares; 2025Q1: 24,294 shares; 2025Q2: 24,270 shares; 2025Q3: 25,932 shares; 2025Q4: 26,519 shares; 2026Q1: 38,021 shares; 2026Q2: 24,889 shares 24,889 $2.67M 0.54% -13,132 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: not loaded; 2024Q4: 19,727 shares; 2025Q1: 18,617 shares; 2025Q2: 18,638 shares; 2025Q3: 16,580 shares; 2025Q4: 16,766 shares; 2026Q1: 59,096 shares; 2026Q2: 15,482 shares 15,482 $2.46M 0.5% -43,614 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,761 shares; 2025Q4: 6,345 shares; 2026Q1: 6,195 shares; 2026Q2: 9,425 shares 9,425 $2.41M 0.49% +3,230 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,970 shares; 2026Q1: 27,306 shares; 2026Q2: 24,567 shares 24,567 $2.39M 0.48% -2,739 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,787 shares; 2026Q2: 8,183 shares 8,183 $2.37M 0.48% -604 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,377 shares; 2025Q1: 25,726 shares; 2025Q2: 26,241 shares; 2025Q3: 26,380 shares; 2025Q4: 26,750 shares; 2026Q1: 29,582 shares; 2026Q2: 34,516 shares 34,516 $2.35M 0.47% +4,934 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480 shares; 2026Q2: 1,981 shares 1,981 $2.29M 0.46% +501 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,262 shares; 2025Q1: 12,266 shares; 2025Q2: 12,271 shares; 2025Q3: 12,274 shares; 2025Q4: 12,279 shares; 2026Q1: 12,282 shares; 2026Q2: 12,287 shares 12,287 $2.2M 0.44% +5 Timeline JAVA 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 loaded; 2024Q4: not reported; 2025Q1: 10,305 shares; 2025Q2: 10,169 shares; 2025Q3: 10,375 shares; 2025Q4: 13,931 shares; 2026Q1: 20,762 shares; 2026Q2: 26,099 shares 26,099 $2.07M 0.42% +5,337 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,304 shares; 2025Q4: 30,169 shares; 2026Q1: 23,290 shares; 2026Q2: 18,120 shares 18,120 $2.05M 0.42% -5,170 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,697 shares; 2025Q1: 33,512 shares; 2025Q2: 30,347 shares; 2025Q3: 30,386 shares; 2025Q4: 29,242 shares; 2026Q1: 27,996 shares; 2026Q2: 31,141 shares 31,141 $1.93M 0.39% +3,145 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: not loaded; 2024Q4: 5,405 shares; 2025Q1: 5,490 shares; 2025Q2: 5,277 shares; 2025Q3: 5,082 shares; 2025Q4: 5,276 shares; 2026Q1: 5,302 shares; 2026Q2: 5,314 shares 5,314 $1.88M 0.38% +12 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: not loaded; 2024Q4: 4,720 shares; 2025Q1: 4,713 shares; 2025Q2: 5,389 shares; 2025Q3: 5,222 shares; 2025Q4: 5,218 shares; 2026Q1: 5,179 shares; 2026Q2: 5,679 shares 5,679 $1.86M 0.38% +500 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,070 shares; 2026Q2: 4,108 shares 4,108 $1.83M 0.37% +1,038 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,531 shares; 2026Q2: 2,891 shares 2,891 $1.78M 0.36% +360 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: not loaded; 2024Q4: 73,203 shares; 2025Q1: 26,692 shares; 2025Q2: 4,074 shares; 2025Q3: 3,865 shares; 2025Q4: 3,628 shares; 2026Q1: 28,699 shares; 2026Q2: 23,052 shares 23,052 $1.78M 0.36% -5,647 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,592 shares 3,592 $1.74M 0.35% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,867 shares; 2026Q2: 2,680 shares 2,680 $1.72M 0.35% -2,187 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 loaded; 2024Q4: 4,363 shares; 2025Q1: 16,726 shares; 2025Q2: 18,335 shares; 2025Q3: 18,203 shares; 2025Q4: 17,959 shares; 2026Q1: 17,173 shares; 2026Q2: 19,427 shares 19,427 $1.71M 0.34% +2,254 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: not loaded; 2024Q4: 3,980 shares; 2025Q1: 4,650 shares; 2025Q2: 9,037 shares; 2025Q3: 10,655 shares; 2025Q4: 12,225 shares; 2026Q1: 22,637 shares; 2026Q2: 20,168 shares 20,168 $1.68M 0.34% -2,469 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: not loaded; 2024Q4: 33,407 shares; 2025Q1: 9,605 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,363 shares; 2026Q2: 11,216 shares 11,216 $1.66M 0.34% -3,147 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,158 shares; 2026Q2: 9,765 shares 9,765 $1.66M 0.33% -3,393 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 41,197 shares; 2025Q1: 56,238 shares; 2025Q2: 45,977 shares; 2025Q3: 47,923 shares; 2025Q4: 49,337 shares; 2026Q1: 113,114 shares; 2026Q2: 30,263 shares 30,263 $1.62M 0.33% -82,851 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,031 shares 11,031 $1.6M 0.32% new Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,812 shares; 2025Q1: 22,850 shares; 2025Q2: 23,053 shares; 2025Q3: 23,808 shares; 2025Q4: 24,596 shares; 2026Q1: 56,408 shares; 2026Q2: 67,277 shares 67,277 $1.53M 0.31% +10,869 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: not loaded; 2024Q4: 30,774 shares; 2025Q1: 27,196 shares; 2025Q2: 25,032 shares; 2025Q3: 23,750 shares; 2025Q4: 24,525 shares; 2026Q1: 24,266 shares; 2026Q2: 29,236 shares 29,236 $1.53M 0.31% +4,970 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,549 shares; 2025Q1: 1,560 shares; 2025Q2: 1,607 shares; 2025Q3: 1,715 shares; 2025Q4: 1,787 shares; 2026Q1: 1,746 shares; 2026Q2: 2,979 shares 2,979 $1.49M 0.3% +1,233 Timeline BRTR 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,567 shares; 2026Q1: 20,201 shares; 2026Q2: 29,134 shares 29,134 $1.47M 0.3% +8,933 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,234 shares; 2025Q1: 9,846 shares; 2025Q2: 9,938 shares; 2025Q3: 9,817 shares; 2025Q4: 7,249 shares; 2026Q1: 6,669 shares; 2026Q2: 6,663 shares 6,663 $1.46M 0.3% -6 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 loaded; 2024Q4: 7,260 shares; 2025Q1: 4,065 shares; 2025Q2: 4,185 shares; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares; 2026Q1: 3,372 shares; 2026Q2: 3,361 shares 3,361 $1.46M 0.29% -11 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,691 shares 3,691 $1.46M 0.29% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,617 shares; 2025Q1: 1,623 shares; 2025Q2: 1,499 shares; 2025Q3: 5,179 shares; 2025Q4: 5,221 shares; 2026Q1: 5,209 shares; 2026Q2: 5,637 shares 5,637 $1.43M 0.29% +428 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,043 shares; 2026Q2: 3,342 shares 3,342 $1.39M 0.28% +1,299 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: not loaded; 2024Q4: 10,024 shares; 2025Q1: 8,608 shares; 2025Q2: 9,064 shares; 2025Q3: 9,150 shares; 2025Q4: 18,651 shares; 2026Q1: 32,158 shares; 2026Q2: 26,054 shares 26,054 $1.38M 0.28% -6,104 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,613 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,199 shares; 2025Q4: 2,174 shares; 2026Q1: 11,178 shares; 2026Q2: 6,002 shares 6,002 $1.36M 0.28% -5,176 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: not loaded; 2024Q4: 3,154 shares; 2025Q1: 2,943 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 2,704 shares; 2026Q2: 10,816 shares 10,816 $1.34M 0.27% +8,112 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 loaded; 2024Q4: 5,584 shares; 2025Q1: 5,698 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,844 shares; 2026Q1: 5,396 shares; 2026Q2: 5,396 shares 5,396 $1.31M 0.26% 0 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,315 shares; 2026Q1: 36,041 shares; 2026Q2: 24,609 shares 24,609 $1.3M 0.26% -11,432 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,845 shares 2,845 $1.3M 0.26% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,481 shares; 2025Q1: 6,393 shares; 2025Q2: 6,521 shares; 2025Q3: 8,464 shares; 2025Q4: 8,131 shares; 2026Q1: 7,639 shares; 2026Q2: 7,658 shares 7,658 $1.27M 0.26% +19 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 loaded; 2024Q4: 19,963 shares; 2025Q1: 24,397 shares; 2025Q2: 24,075 shares; 2025Q3: 22,129 shares; 2025Q4: 24,289 shares; 2026Q1: 24,132 shares; 2026Q2: 27,699 shares 27,699 $1.26M 0.25% +3,567 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,324 shares 7,324 $1.24M 0.25% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,779 shares; 2025Q1: 29,141 shares; 2025Q2: 26,420 shares; 2025Q3: 21,237 shares; 2025Q4: 41,905 shares; 2026Q1: 25,494 shares; 2026Q2: 27,284 shares 27,284 $1.24M 0.25% +1,790 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,968 shares 5,968 $1.23M 0.25% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,677 shares 1,677 $1.21M 0.24% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,131 shares; 2025Q1: 2,086 shares; 2025Q2: 2,140 shares; 2025Q3: 2,177 shares; 2025Q4: 1,951 shares; 2026Q1: 1,886 shares; 2026Q2: 2,062 shares 2,062 $1.2M 0.24% +176 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: not loaded; 2024Q4: 52,254 shares; 2025Q1: 16,566 shares; 2025Q2: 16,649 shares; 2025Q3: 14,080 shares; 2025Q4: 16,634 shares; 2026Q1: 16,516 shares; 2026Q2: 14,640 shares 14,640 $1.19M 0.24% -1,876 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,141 shares; 2025Q1: 3,136 shares; 2025Q2: 3,171 shares; 2025Q3: 3,273 shares; 2025Q4: 3,252 shares; 2026Q1: 3,272 shares; 2026Q2: 3,257 shares 3,257 $1.18M 0.24% -15 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,482 shares 1,482 $1.18M 0.24% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,222 shares; 2026Q2: 18,522 shares 18,522 $1.16M 0.24% +4,300 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,547 shares; 2026Q2: 22,086 shares 22,086 $1.15M 0.23% +2,539 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,203 shares 3,203 $1.14M 0.23% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,315 shares 2,315 $1.14M 0.23% new Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,002 shares; 2025Q1: 11,853 shares; 2025Q2: 11,769 shares; 2025Q3: 11,590 shares; 2025Q4: 9,994 shares; 2026Q1: 10,471 shares; 2026Q2: 9,006 shares 9,006 $1.11M 0.22% -1,465 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 loaded; 2024Q4: 1,668 shares; 2025Q1: 1,648 shares; 2025Q2: 1,651 shares; 2025Q3: 1,626 shares; 2025Q4: 1,583 shares; 2026Q1: 1,514 shares; 2026Q2: 1,569 shares 1,569 $1.08M 0.22% +55 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,320 shares; 2026Q2: 67,686 shares 67,686 $1.07M 0.22% +15,366 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 18,319 shares; 2025Q1: 19,315 shares; 2025Q2: 19,498 shares; 2025Q3: 19,985 shares; 2025Q4: 19,939 shares; 2026Q1: 11,657 shares; 2026Q2: 12,344 shares 12,344 $1.06M 0.21% +687 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 loaded; 2024Q4: 128,779 shares; 2025Q1: 12,340 shares; 2025Q2: 11,487 shares; 2025Q3: 11,120 shares; 2025Q4: 10,954 shares; 2026Q1: 10,134 shares; 2026Q2: 10,647 shares 10,647 $1.05M 0.21% +513 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: not loaded; 2024Q4: 1,241 shares; 2025Q1: 1,245 shares; 2025Q2: 1,285 shares; 2025Q3: 1,469 shares; 2025Q4: 1,569 shares; 2026Q1: 1,396 shares; 2026Q2: 1,394 shares 1,394 $1.04M 0.21% -2 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,202 shares 9,202 $1.03M 0.21% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,048 shares; 2026Q2: 2,236 shares 2,236 $997K 0.2% -812 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 776 shares; 2025Q1: 702 shares; 2025Q2: 788 shares; 2025Q3: 805 shares; 2025Q4: 855 shares; 2026Q1: 766 shares; 2026Q2: 2,861 shares 2,861 $982K 0.2% +2,095 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,715 shares 3,715 $967K 0.2% new 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: not loaded; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 1,527 shares; 2025Q3: 1,673 shares; 2025Q4: 15,106 shares; 2026Q1: 5,094 shares; 2026Q2: 13,460 shares 13,460 $961K 0.19% +8,366 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 831 shares; 2025Q1: 804 shares; 2025Q2: 765 shares; 2025Q3: 641 shares; 2025Q4: 630 shares; 2026Q1: not reported; 2026Q2: 2,212 shares 2,212 $919K 0.19% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,449 shares; 2025Q1: 14,136 shares; 2025Q2: 14,180 shares; 2025Q3: 14,184 shares; 2025Q4: 12,173 shares; 2026Q1: 12,071 shares; 2026Q2: 12,116 shares 12,116 $918K 0.19% +45 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,227 shares 2,227 $912K 0.18% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,578 shares; 2025Q1: 8,266 shares; 2025Q2: 8,319 shares; 2025Q3: 8,313 shares; 2025Q4: 5,245 shares; 2026Q1: 7,629 shares; 2026Q2: 11,808 shares 11,808 $904K 0.18% +4,179 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 49,452 shares; 2025Q1: 63,216 shares; 2025Q2: 64,737 shares; 2025Q3: 61,322 shares; 2025Q4: 62,849 shares; 2026Q1: 43,028 shares; 2026Q2: 12,436 shares 12,436 $897K 0.18% -30,592 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: not loaded; 2024Q4: 8,884 shares; 2025Q1: 11,694 shares; 2025Q2: 11,743 shares; 2025Q3: 11,713 shares; 2025Q4: 11,500 shares; 2026Q1: 10,046 shares; 2026Q2: 10,735 shares 10,735 $811K 0.16% +689 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,965 shares; 2026Q2: 4,226 shares 4,226 $804K 0.16% -5,739 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 loaded; 2024Q4: 1,553 shares; 2025Q1: 1,083 shares; 2025Q2: 1,034 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 836 shares; 2026Q2: 6,688 shares 6,688 $799K 0.16% +5,852 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,190 shares; 2025Q1: 17,049 shares; 2025Q2: 17,589 shares; 2025Q3: 21,016 shares; 2025Q4: 21,284 shares; 2026Q1: 2,338 shares; 2026Q2: 2,299 shares 2,299 $788K 0.16% -39 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,096 shares; 2025Q1: 1,918 shares; 2025Q2: 2,023 shares; 2025Q3: 1,855 shares; 2025Q4: 2,153 shares; 2026Q1: 1,864 shares; 2026Q2: 1,864 shares 1,864 $784K 0.16% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,362 shares; 2025Q2: 7,680 shares; 2025Q3: 7,739 shares; 2025Q4: 8,052 shares; 2026Q1: 11,397 shares; 2026Q2: 12,889 shares 12,889 $777K 0.16% +1,492 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: not loaded; 2024Q4: 18,013 shares; 2025Q1: 4,659 shares; 2025Q2: 4,604 shares; 2025Q3: 4,460 shares; 2025Q4: 5,701 shares; 2026Q1: 16,643 shares; 2026Q2: 5,017 shares 5,017 $736K 0.15% -11,626 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: not loaded; 2024Q4: 1,635 shares; 2025Q1: 1,644 shares; 2025Q2: 1,711 shares; 2025Q3: 1,722 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,704 shares 1,704 $726K 0.15% -2 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,752 shares; 2026Q2: 40,752 shares 40,752 $723K 0.15% 0 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,932 shares 14,932 $713K 0.14% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 6,240 shares; 2025Q3: 6,144 shares; 2025Q4: 5,628 shares; 2026Q1: 5,736 shares; 2026Q2: 6,017 shares 6,017 $707K 0.14% +281 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,582 shares; 2025Q1: 22,660 shares; 2025Q2: 23,221 shares; 2025Q3: 23,670 shares; 2025Q4: 22,772 shares; 2026Q1: 22,846 shares; 2026Q2: 22,926 shares 22,926 $692K 0.14% +80 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,642 shares; 2025Q3: 2,548 shares; 2025Q4: 2,465 shares; 2026Q1: 4,885 shares; 2026Q2: 6,794 shares 6,794 $682K 0.14% +1,909 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,457 shares; 2025Q1: 5,255 shares; 2025Q2: 4,865 shares; 2025Q3: 4,123 shares; 2025Q4: 4,471 shares; 2026Q1: 4,442 shares; 2026Q2: 4,768 shares 4,768 $613K 0.12% +326 Timeline JIRE 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 loaded; 2024Q4: not reported; 2025Q1: 5,214 shares; 2025Q2: 5,410 shares; 2025Q3: 5,523 shares; 2025Q4: 6,021 shares; 2026Q1: 6,611 shares; 2026Q2: 7,378 shares 7,378 $609K 0.12% +767 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: not loaded; 2024Q4: 3,397 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,293 shares; 2026Q1: 3,293 shares; 2026Q2: 3,293 shares 3,293 $600K 0.12% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,617 shares 1,617 $596K 0.12% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,106 shares; 2025Q1: 2,142 shares; 2025Q2: 2,238 shares; 2025Q3: 2,111 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares; 2026Q2: 1,990 shares 1,990 $593K 0.12% 0 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: not loaded; 2024Q4: 1,720 shares; 2025Q1: 1,787 shares; 2025Q2: 1,886 shares; 2025Q3: 1,931 shares; 2025Q4: 1,913 shares; 2026Q1: 1,753 shares; 2026Q2: 1,670 shares 1,670 $589K 0.12% -83 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: not loaded; 2024Q4: 7,191 shares; 2025Q1: 7,289 shares; 2025Q2: 7,949 shares; 2025Q3: 7,958 shares; 2025Q4: 7,939 shares; 2026Q1: 7,939 shares; 2026Q2: 7,939 shares 7,939 $571K 0.12% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,757 shares 2,757 $570K 0.12% new 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: not loaded; 2024Q4: 4,259 shares; 2025Q1: 4,271 shares; 2025Q2: 4,344 shares; 2025Q3: 4,359 shares; 2025Q4: 4,181 shares; 2026Q1: 3,641 shares; 2026Q2: 3,641 shares 3,641 $534K 0.11% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,981 shares; 2025Q1: 13,998 shares; 2025Q2: 14,154 shares; 2025Q3: 15,532 shares; 2025Q4: 15,871 shares; 2026Q1: 3,016 shares; 2026Q2: 2,422 shares 2,422 $529K 0.11% -594 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: not loaded; 2024Q4: 4,407 shares; 2025Q1: 3,944 shares; 2025Q2: 4,078 shares; 2025Q3: 3,708 shares; 2025Q4: 3,786 shares; 2026Q1: 3,819 shares; 2026Q2: 3,812 shares 3,812 $516K 0.1% -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: not loaded; 2024Q4: 1,961 shares; 2025Q1: 1,957 shares; 2025Q2: 2,127 shares; 2025Q3: 2,017 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares; 2026Q2: 1,997 shares 1,997 $503K 0.1% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,408 shares; 2025Q1: 1,421 shares; 2025Q2: 1,349 shares; 2025Q3: 1,355 shares; 2025Q4: 1,342 shares; 2026Q1: 1,331 shares; 2026Q2: 1,332 shares 1,332 $498K 0.1% +1 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,890 shares; 2025Q1: 14,746 shares; 2025Q2: 14,778 shares; 2025Q3: 14,832 shares; 2025Q4: 16,954 shares; 2026Q1: 5,397 shares; 2026Q2: 5,836 shares 5,836 $483K 0.1% +439 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: 2,762 shares; 2026Q1: 2,644 shares; 2026Q2: 2,189 shares 2,189 $464K 0.09% -455 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,655 shares; 2026Q2: 1,880 shares 1,880 $447K 0.09% -775 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,304 shares; 2025Q1: 1,250 shares; 2025Q2: 1,474 shares; 2025Q3: 2,412 shares; 2025Q4: 2,207 shares; 2026Q1: 1,533 shares; 2026Q2: 1,974 shares 1,974 $430K 0.09% +441 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: not loaded; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares; 2026Q2: 2,734 shares 2,734 $427K 0.09% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares; 2026Q1: 1,969 shares; 2026Q2: 2,135 shares 2,135 $427K 0.09% +166 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,753 shares; 2025Q1: 2,691 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares; 2026Q1: 2,582 shares; 2026Q2: 3,289 shares 3,289 $420K 0.08% +707 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: not loaded; 2024Q4: 3,272 shares; 2025Q1: 3,342 shares; 2025Q2: 3,338 shares; 2025Q3: 3,188 shares; 2025Q4: 3,183 shares; 2026Q1: 3,183 shares; 2026Q2: 3,236 shares 3,236 $410K 0.08% +53 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 413 shares; 2025Q4: 396 shares; 2026Q1: 345 shares; 2026Q2: 338 shares 338 $398K 0.08% -7 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,236 shares; 2025Q1: 4,716 shares; 2025Q2: 4,294 shares; 2025Q3: 4,040 shares; 2025Q4: 3,971 shares; 2026Q1: 3,129 shares; 2026Q2: 3,373 shares 3,373 $396K 0.08% +244 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,043 shares; 2026Q2: 2,027 shares 2,027 $384K 0.08% -16 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,239 shares; 2025Q2: 17,396 shares; 2025Q3: 13,001 shares; 2025Q4: 13,157 shares; 2026Q1: 2,690 shares; 2026Q2: 2,630 shares 2,630 $384K 0.08% -60 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 loaded; 2024Q4: 1,020 shares; 2025Q1: 2,362 shares; 2025Q2: 1,016 shares; 2025Q3: 1,004 shares; 2025Q4: 888 shares; 2026Q1: 855 shares; 2026Q2: 1,043 shares 1,043 $382K 0.08% +188 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 752 shares; 2025Q2: 775 shares; 2025Q3: 751 shares; 2025Q4: 749 shares; 2026Q1: 749 shares; 2026Q2: 749 shares 749 $382K 0.08% 0 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: not loaded; 2024Q4: 2,104 shares; 2025Q1: 2,305 shares; 2025Q2: 2,457 shares; 2025Q3: 2,391 shares; 2025Q4: 2,315 shares; 2026Q1: 1,966 shares; 2026Q2: 1,962 shares 1,962 $363K 0.07% -4 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,670 shares; 2025Q2: 8,813 shares; 2025Q3: 9,075 shares; 2025Q4: not reported; 2026Q1: 10,326 shares; 2026Q2: 11,996 shares 11,996 $361K 0.07% +1,670 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,725 shares; 2025Q1: 28,475 shares; 2025Q2: 28,834 shares; 2025Q3: 29,935 shares; 2025Q4: 30,172 shares; 2026Q1: 28,774 shares; 2026Q2: 3,974 shares 3,974 $361K 0.07% -24,800 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: not loaded; 2024Q4: not reported; 2025Q1: 3,415 shares; 2025Q2: 21,020 shares; 2025Q3: 20,688 shares; 2025Q4: 21,454 shares; 2026Q1: 20,276 shares; 2026Q2: 4,773 shares 4,773 $355K 0.07% -15,503 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 loaded; 2024Q4: 4,422 shares; 2025Q1: 4,242 shares; 2025Q2: 4,051 shares; 2025Q3: 4,051 shares; 2025Q4: 4,051 shares; 2026Q1: 3,887 shares; 2026Q2: 3,887 shares 3,887 $346K 0.07% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $338K 0.07% 0 Timeline FTCS 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: not loaded; 2024Q4: 5,143 shares; 2025Q1: 4,346 shares; 2025Q2: 4,342 shares; 2025Q3: 4,342 shares; 2025Q4: 4,126 shares; 2026Q1: 3,561 shares; 2026Q2: 3,546 shares 3,546 $333K 0.07% -15 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 loaded; 2024Q4: 5,043 shares; 2025Q1: 4,846 shares; 2025Q2: 2,985 shares; 2025Q3: 3,084 shares; 2025Q4: 3,152 shares; 2026Q1: 2,204 shares; 2026Q2: 3,478 shares 3,478 $329K 0.07% +1,274 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 662 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $326K 0.07% 0 Timeline UCON 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 loaded; 2024Q4: 18,040 shares; 2025Q1: 18,040 shares; 2025Q2: 17,640 shares; 2025Q3: 17,640 shares; 2025Q4: 17,640 shares; 2026Q1: 13,040 shares; 2026Q2: 13,040 shares 13,040 $324K 0.07% 0 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 loaded; 2024Q4: 18,072 shares; 2025Q1: 18,072 shares; 2025Q2: 18,648 shares; 2025Q3: 18,072 shares; 2025Q4: 16,800 shares; 2026Q1: 16,935 shares; 2026Q2: 16,935 shares 16,935 $324K 0.07% 0 Timeline SPYG 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 loaded; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares; 2026Q2: 2,709 shares 2,709 $322K 0.07% +15 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,313 shares; 2026Q1: 4,274 shares; 2026Q2: 3,528 shares 3,528 $319K 0.06% -746 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: not loaded; 2024Q4: 3,363 shares; 2025Q1: 3,309 shares; 2025Q2: 2,914 shares; 2025Q3: 2,876 shares; 2025Q4: 2,385 shares; 2026Q1: 1,382 shares; 2026Q2: 1,257 shares 1,257 $317K 0.06% -125 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 1,080 shares; 2025Q4: 1,114 shares; 2026Q1: 1,156 shares; 2026Q2: 1,152 shares 1,152 $313K 0.06% -4 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: not loaded; 2024Q4: 9,140 shares; 2025Q1: 4,382 shares; 2025Q2: 3,613 shares; 2025Q3: 2,419 shares; 2025Q4: 2,530 shares; 2026Q1: not reported; 2026Q2: 3,110 shares 3,110 $300K 0.06% new Timeline JEPQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares; 2026Q1: 4,524 shares; 2026Q2: 4,887 shares 4,887 $300K 0.06% +363 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: not loaded; 2024Q4: 13,170 shares; 2025Q1: 13,242 shares; 2025Q2: 14,627 shares; 2025Q3: 14,549 shares; 2025Q4: 14,257 shares; 2026Q1: 14,500 shares; 2026Q2: 14,436 shares 14,436 $299K 0.06% -64 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 148 shares 148 $294K 0.06% new 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: not loaded; 2024Q4: 21,925 shares; 2025Q1: 26,512 shares; 2025Q2: 7,617 shares; 2025Q3: 7,199 shares; 2025Q4: 5,289 shares; 2026Q1: 4,992 shares; 2026Q2: 5,053 shares 5,053 $291K 0.06% +61 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 975 shares; 2025Q3: 966 shares; 2025Q4: 967 shares; 2026Q1: 967 shares; 2026Q2: 967 shares 967 $285K 0.06% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,242 shares; 2026Q2: 3,895 shares 3,895 $283K 0.06% -347 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,157 shares; 2025Q1: 64,158 shares; 2025Q2: 65,191 shares; 2025Q3: 60,611 shares; 2025Q4: 60,531 shares; 2026Q1: 3,659 shares; 2026Q2: 2,511 shares 2,511 $274K 0.06% -1,148 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,100 shares; 2025Q1: 3,600 shares; 2025Q2: 3,500 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $269K 0.05% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,108 shares 1,108 $269K 0.05% new 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: not loaded; 2024Q4: 3,081 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,763 shares; 2025Q4: 9,826 shares; 2026Q1: not reported; 2026Q2: 5,203 shares 5,203 $264K 0.05% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,123 shares; 2025Q1: 3,383 shares; 2025Q2: 3,500 shares; 2025Q3: 2,954 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares; 2026Q2: 2,461 shares 2,461 $256K 0.05% -350 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 19,025 shares; 2026Q1: 3,018 shares; 2026Q2: 2,576 shares 2,576 $256K 0.05% -442 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 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 $256K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 484 shares 484 $251K 0.05% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,475 shares; 2025Q3: 4,458 shares; 2025Q4: 4,508 shares; 2026Q1: 4,540 shares; 2026Q2: 4,571 shares 4,571 $248K 0.05% +31 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,261 shares; 2025Q1: 13,441 shares; 2025Q2: 13,698 shares; 2025Q3: 14,271 shares; 2025Q4: 14,482 shares; 2026Q1: 11,688 shares; 2026Q2: 1,010 shares 1,010 $244K 0.05% -10,678 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,076 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 468 shares; 2026Q2: 468 shares 468 $244K 0.05% 0 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: not loaded; 2024Q4: 1,893 shares; 2025Q1: 914 shares; 2025Q2: 909 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares; 2026Q2: 380 shares 380 $241K 0.05% -1 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: not loaded; 2024Q4: 4,750 shares; 2025Q1: 4,634 shares; 2025Q2: 2,180 shares; 2025Q3: 2,061 shares; 2025Q4: 3,468 shares; 2026Q1: 16,861 shares; 2026Q2: 2,498 shares 2,498 $240K 0.05% -14,363 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 loaded; 2024Q4: 26,332 shares; 2025Q1: 10,066 shares; 2025Q2: 10,027 shares; 2025Q3: 9,686 shares; 2025Q4: 9,620 shares; 2026Q1: 6,198 shares; 2026Q2: 5,335 shares 5,335 $235K 0.05% -863 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,255 shares; 2025Q1: 2,257 shares; 2025Q2: 2,338 shares; 2025Q3: 2,265 shares; 2025Q4: 2,266 shares; 2026Q1: 2,264 shares; 2026Q2: 2,266 shares 2,266 $229K 0.05% +2 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 975 shares; 2025Q1: 943 shares; 2025Q2: 973 shares; 2025Q3: 787 shares; 2025Q4: 744 shares; 2026Q1: 744 shares; 2026Q2: 675 shares 675 $228K 0.05% -69 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,354 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $228K 0.05% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,509 shares; 2025Q2: 3,353 shares; 2025Q3: not reported; 2025Q4: 3,520 shares; 2026Q1: not reported; 2026Q2: 2,749 shares 2,749 $227K 0.05% new Timeline SPMD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,231 shares 3,231 $218K 0.04% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 690 shares; 2025Q3: 1,126 shares; 2025Q4: 1,017 shares; 2026Q1: not reported; 2026Q2: 581 shares 581 $215K 0.04% new Timeline NLR 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 loaded; 2024Q4: 5,107 shares; 2025Q1: 5,107 shares; 2025Q2: 5,107 shares; 2025Q3: 5,107 shares; 2025Q4: 5,107 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $215K 0.04% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 766 shares; 2025Q4: 757 shares; 2026Q1: 762 shares; 2026Q2: 755 shares 755 $208K 0.04% -7 Timeline INMU 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,072 shares; 2026Q1: 8,379 shares; 2026Q2: 8,461 shares 8,461 $205K 0.04% +82 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,874 shares 2,874 $201K 0.04% new Timeline