TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 230,699 shares; 2026Q1: 264,473 shares; 2026Q2: 261,512 shares 261,512 $10.3M 5.29% -2,961 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,012 shares; 2026Q1: 123,196 shares; 2026Q2: 123,173 shares 123,173 $10.2M 5.22% -23 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: 15,336 shares; 2024Q4: 14,698 shares; 2025Q1: 15,159 shares; 2025Q2: 15,591 shares; 2025Q3: 15,210 shares; 2025Q4: 14,518 shares; 2026Q1: 15,727 shares; 2026Q2: 13,769 shares 13,769 $10.1M 5.2% -1,958 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: 25,420 shares; 2024Q4: 24,767 shares; 2025Q1: 25,612 shares; 2025Q2: 24,311 shares; 2025Q3: 22,650 shares; 2025Q4: 21,729 shares; 2026Q1: 22,007 shares; 2026Q2: 19,565 shares 19,565 $6.91M 3.55% -2,442 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: 24,478 shares; 2024Q4: 23,336 shares; 2025Q1: 23,728 shares; 2025Q2: 24,037 shares; 2025Q3: 21,475 shares; 2025Q4: 19,808 shares; 2026Q1: 20,430 shares; 2026Q2: 17,845 shares 17,845 $6.74M 3.46% -2,585 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: 21,183 shares; 2024Q4: 21,687 shares; 2025Q1: 22,262 shares; 2025Q2: 22,521 shares; 2025Q3: 22,746 shares; 2025Q4: 21,962 shares; 2026Q1: 23,204 shares; 2026Q2: 22,222 shares 22,222 $6.43M 3.3% -982 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: 26,153 shares; 2024Q4: 25,056 shares; 2025Q1: 25,716 shares; 2025Q2: 26,146 shares; 2025Q3: 26,451 shares; 2025Q4: 25,850 shares; 2026Q1: 26,909 shares; 2026Q2: 26,377 shares 26,377 $6.29M 3.22% -532 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,648 shares; 2024Q4: 4,611 shares; 2025Q1: 4,653 shares; 2025Q2: 4,825 shares; 2025Q3: 4,920 shares; 2025Q4: 4,696 shares; 2026Q1: 5,421 shares; 2026Q2: 5,240 shares 5,240 $6.29M 3.22% -181 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: 62,031 shares; 2024Q4: 50,472 shares; 2025Q1: 50,004 shares; 2025Q2: 50,689 shares; 2025Q3: 50,970 shares; 2025Q4: 48,788 shares; 2026Q1: 52,045 shares; 2026Q2: 48,945 shares 48,945 $5.54M 2.84% -3,100 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: 31,175 shares; 2024Q4: 25,746 shares; 2025Q1: 27,526 shares; 2025Q2: 28,358 shares; 2025Q3: 28,362 shares; 2025Q4: 26,057 shares; 2026Q1: 27,547 shares; 2026Q2: 27,599 shares 27,599 $5.52M 2.83% +52 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: 12,781 shares; 2024Q4: 12,414 shares; 2025Q1: 12,898 shares; 2025Q2: 13,178 shares; 2025Q3: 13,192 shares; 2025Q4: 12,992 shares; 2026Q1: 13,621 shares; 2026Q2: 13,677 shares 13,677 $5.1M 2.62% +56 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: 7,638 shares; 2024Q4: 7,865 shares; 2025Q1: 8,121 shares; 2025Q2: 8,322 shares; 2025Q3: 8,406 shares; 2025Q4: 8,242 shares; 2026Q1: 8,779 shares; 2026Q2: 8,420 shares 8,420 $4.21M 2.16% -359 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: 7,113 shares; 2024Q4: 6,885 shares; 2025Q1: 7,121 shares; 2025Q2: 7,212 shares; 2025Q3: 6,971 shares; 2025Q4: 6,771 shares; 2026Q1: 7,109 shares; 2026Q2: 7,124 shares 7,124 $4.01M 2.06% +15 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: 10,637 shares; 2024Q4: 11,147 shares; 2025Q1: 11,554 shares; 2025Q2: 11,714 shares; 2025Q3: 11,730 shares; 2025Q4: 11,375 shares; 2026Q1: 12,123 shares; 2026Q2: 12,207 shares 12,207 $4M 2.05% +84 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: 3,474 shares; 2024Q4: 3,483 shares; 2025Q1: 3,576 shares; 2025Q2: 3,650 shares; 2025Q3: 3,726 shares; 2025Q4: 3,682 shares; 2026Q1: 4,044 shares; 2026Q2: 4,128 shares 4,128 $3.86M 1.98% +84 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: 20,639 shares; 2024Q4: 21,990 shares; 2025Q1: 22,950 shares; 2025Q2: 17,826 shares; 2025Q3: 18,162 shares; 2025Q4: 18,437 shares; 2026Q1: 20,110 shares; 2026Q2: 20,109 shares 20,109 $3.72M 1.91% -1 Timeline XHS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,758 shares 26,758 $3.53M 1.81% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,311 shares; 2024Q4: 25,421 shares; 2025Q1: 26,827 shares; 2025Q2: 27,438 shares; 2025Q3: 24,394 shares; 2025Q4: 23,800 shares; 2026Q1: 25,331 shares; 2026Q2: 23,604 shares 23,604 $3.3M 1.69% -1,727 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,213 shares; 2024Q4: 2,255 shares; 2025Q1: 2,370 shares; 2025Q2: 36,268 shares; 2025Q3: 34,557 shares; 2025Q4: 33,876 shares; 2026Q1: 36,165 shares; 2026Q2: 35,832 shares 35,832 $3.3M 1.69% -333 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,763 shares; 2024Q4: 12,495 shares; 2025Q1: 13,053 shares; 2025Q2: 13,591 shares; 2025Q3: 13,704 shares; 2025Q4: 12,264 shares; 2026Q1: 13,543 shares; 2026Q2: 9,746 shares 9,746 $3.26M 1.67% -3,797 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,149 shares; 2024Q4: 251,094 shares; 2025Q1: 260,769 shares; 2025Q2: 269,606 shares; 2025Q3: 271,336 shares; 2025Q4: 247,691 shares; 2026Q1: 271,994 shares; 2026Q2: 235,621 shares 235,621 $3.15M 1.61% -36,373 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: 32,710 shares; 2024Q4: 31,254 shares; 2025Q1: 30,926 shares; 2025Q2: 31,814 shares; 2025Q3: 31,950 shares; 2025Q4: 31,176 shares; 2026Q1: 33,352 shares; 2026Q2: 33,603 shares 33,603 $2.95M 1.51% +251 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,960 shares; 2024Q4: 3,767 shares; 2025Q1: 3,919 shares; 2025Q2: 3,998 shares; 2025Q3: 4,016 shares; 2025Q4: 4,024 shares; 2026Q1: 3,762 shares; 2026Q2: 3,836 shares 3,836 $2.77M 1.42% +74 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: 5,904 shares; 2024Q4: 5,656 shares; 2025Q1: 5,670 shares; 2025Q2: 5,434 shares; 2025Q3: 5,401 shares; 2025Q4: 8,587 shares; 2026Q1: 8,985 shares; 2026Q2: 15,022 shares 15,022 $2.72M 1.39% +6,037 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: 9,635 shares; 2024Q4: 9,534 shares; 2025Q1: 9,651 shares; 2025Q2: 9,925 shares; 2025Q3: 10,092 shares; 2025Q4: 9,776 shares; 2026Q1: 10,711 shares; 2026Q2: 9,760 shares 9,760 $2.64M 1.35% -951 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: 69,728 shares; 2024Q4: 101,689 shares; 2025Q1: 110,390 shares; 2025Q2: 112,933 shares; 2025Q3: 114,392 shares; 2025Q4: 113,341 shares; 2026Q1: 121,961 shares; 2026Q2: 121,950 shares 121,950 $2.52M 1.29% -11 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,267 shares; 2024Q4: 39,170 shares; 2025Q1: 39,138 shares; 2025Q2: 39,718 shares; 2025Q3: 40,293 shares; 2025Q4: 39,360 shares; 2026Q1: 43,829 shares; 2026Q2: 44,890 shares 44,890 $2.49M 1.28% +1,061 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: 6,181 shares; 2024Q4: 6,180 shares; 2025Q1: 6,184 shares; 2025Q2: 6,231 shares; 2025Q3: 6,287 shares; 2025Q4: 6,653 shares; 2026Q1: 6,172 shares; 2026Q2: 9,422 shares 9,422 $2.41M 1.23% +3,250 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 502 shares; 2025Q1: 643 shares; 2025Q2: 755 shares; 2025Q3: 791 shares; 2025Q4: 1,151 shares; 2026Q1: 3,069 shares; 2026Q2: 3,080 shares 3,080 $2.17M 1.11% +11 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: 1,343 shares; 2024Q4: 1,802 shares; 2025Q1: 1,937 shares; 2025Q2: 1,996 shares; 2025Q3: 2,034 shares; 2025Q4: 1,930 shares; 2026Q1: 2,072 shares; 2026Q2: 2,045 shares 2,045 $2.07M 1.06% -27 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,813 shares 7,813 $1.75M 0.9% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,004 shares; 2025Q1: 24,596 shares; 2025Q2: 25,170 shares; 2025Q3: 20,132 shares; 2025Q4: 16,101 shares; 2026Q1: 19,023 shares; 2026Q2: 17,354 shares 17,354 $1.74M 0.89% -1,669 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,828 shares; 2025Q3: 48,767 shares; 2025Q4: 47,327 shares; 2026Q1: 51,594 shares; 2026Q2: 47,235 shares 47,235 $1.73M 0.89% -4,359 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,537 shares; 2025Q1: 13,902 shares; 2025Q2: 11,930 shares; 2025Q3: 12,359 shares; 2025Q4: 12,433 shares; 2026Q1: 13,838 shares; 2026Q2: 14,108 shares 14,108 $1.73M 0.89% +270 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: 1,330 shares 1,330 $1.54M 0.79% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,079 shares; 2024Q4: 1,081 shares; 2025Q1: 1,082 shares; 2025Q2: 1,094 shares; 2025Q3: 1,096 shares; 2025Q4: 1,095 shares; 2026Q1: 1,089 shares; 2026Q2: 5,491 shares 5,491 $1.49M 0.77% +4,402 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,209 shares; 2025Q1: 2,526 shares; 2025Q2: 2,668 shares; 2025Q3: 2,706 shares; 2025Q4: 2,531 shares; 2026Q1: 2,905 shares; 2026Q2: 2,935 shares 2,935 $1.45M 0.75% +30 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: 8,216 shares; 2024Q4: 8,861 shares; 2025Q1: 9,086 shares; 2025Q2: 9,357 shares; 2025Q3: 9,352 shares; 2025Q4: 8,987 shares; 2026Q1: 9,775 shares; 2026Q2: 9,791 shares 9,791 $1.44M 0.74% +16 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: 4,526 shares; 2024Q4: 4,404 shares; 2025Q1: 4,525 shares; 2025Q2: 4,514 shares; 2025Q3: 4,404 shares; 2025Q4: 4,171 shares; 2026Q1: 3,115 shares; 2026Q2: 3,211 shares 3,211 $1.33M 0.68% +96 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,571 shares; 2025Q1: 3,973 shares; 2025Q2: 3,995 shares; 2025Q3: 3,986 shares; 2025Q4: 4,071 shares; 2026Q1: 3,828 shares; 2026Q2: 3,700 shares 3,700 $1.26M 0.65% -128 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,717 shares; 2024Q4: 23,571 shares; 2025Q1: 26,821 shares; 2025Q2: 28,041 shares; 2025Q3: 28,936 shares; 2025Q4: 28,341 shares; 2026Q1: 32,540 shares; 2026Q2: 31,643 shares 31,643 $1.25M 0.64% -897 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,157 shares; 2026Q1: 20,377 shares; 2026Q2: 18,905 shares 18,905 $1.16M 0.6% -1,472 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,115 shares; 2024Q4: 1,149 shares; 2025Q1: 1,283 shares; 2025Q2: 1,302 shares; 2025Q3: 1,321 shares; 2025Q4: 1,292 shares; 2026Q1: 1,142 shares; 2026Q2: 1,085 shares 1,085 $1.16M 0.59% -57 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: 1,940 shares; 2024Q4: 1,974 shares; 2025Q1: 1,954 shares; 2025Q2: 1,977 shares; 2025Q3: 1,968 shares; 2025Q4: 1,864 shares; 2026Q1: 1,940 shares; 2026Q2: 1,804 shares 1,804 $1.14M 0.59% -136 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,933 shares; 2026Q1: 11,553 shares; 2026Q2: 22,234 shares 22,234 $1.11M 0.57% +10,681 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,365 shares; 2024Q4: 19,326 shares; 2025Q1: 19,259 shares; 2025Q2: 19,062 shares; 2025Q3: 19,153 shares; 2025Q4: 19,075 shares; 2026Q1: 18,679 shares; 2026Q2: 18,698 shares 18,698 $1.07M 0.55% +19 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.02M 0.52% 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: 2,870 shares; 2024Q4: 2,820 shares; 2025Q1: 2,940 shares; 2025Q2: 3,540 shares; 2025Q3: 3,605 shares; 2025Q4: 3,685 shares; 2026Q1: 3,730 shares; 2026Q2: 2,767 shares 2,767 $1.02M 0.52% -963 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: 1,294 shares; 2024Q4: 1,279 shares; 2025Q1: 1,399 shares; 2025Q2: 2,829 shares; 2025Q3: 2,841 shares; 2025Q4: 2,780 shares; 2026Q1: 2,922 shares; 2026Q2: 2,943 shares 2,943 $1.01M 0.52% +21 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,898 shares 5,898 $1.01M 0.52% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,457 shares; 2024Q4: 24,749 shares; 2025Q1: 24,693 shares; 2025Q2: 19,778 shares; 2025Q3: 13,402 shares; 2025Q4: 9,205 shares; 2026Q1: 13,448 shares; 2026Q2: 13,437 shares 13,437 $971K 0.5% -11 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: 2,741 shares; 2024Q4: 2,920 shares; 2025Q1: 3,042 shares; 2025Q2: 3,237 shares; 2025Q3: 3,276 shares; 2025Q4: 3,120 shares; 2026Q1: 3,312 shares; 2026Q2: 2,626 shares 2,626 $939K 0.48% -686 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,415 shares; 2025Q3: 3,422 shares; 2025Q4: 3,324 shares; 2026Q1: 3,769 shares; 2026Q2: 3,965 shares 3,965 $884K 0.45% +196 Timeline PAVE 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: 14,558 shares; 2024Q4: 15,489 shares; 2025Q1: 15,624 shares; 2025Q2: 14,904 shares; 2025Q3: 14,966 shares; 2025Q4: 15,090 shares; 2026Q1: 15,093 shares; 2026Q2: 14,909 shares 14,909 $878K 0.45% -184 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING 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: 21,398 shares 21,398 $873K 0.45% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,021 shares; 2025Q3: 5,025 shares; 2025Q4: 4,935 shares; 2026Q1: 5,492 shares; 2026Q2: 5,582 shares 5,582 $846K 0.43% +90 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,302 shares 5,302 $839K 0.43% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,786 shares; 2024Q4: 10,631 shares; 2025Q1: 10,720 shares; 2025Q2: 10,661 shares; 2025Q3: 10,838 shares; 2025Q4: 10,964 shares; 2026Q1: 10,638 shares; 2026Q2: 10,546 shares 10,546 $818K 0.42% -92 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: 2,037 shares; 2024Q4: 2,169 shares; 2025Q1: 2,286 shares; 2025Q2: 2,319 shares; 2025Q3: 658 shares; 2025Q4: 666 shares; 2026Q1: 689 shares; 2026Q2: 706 shares 706 $799K 0.41% +17 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: 5,118 shares; 2024Q4: 5,377 shares; 2025Q1: 5,439 shares; 2025Q2: 5,676 shares; 2025Q3: 5,669 shares; 2025Q4: 5,473 shares; 2026Q1: 6,407 shares; 2026Q2: 6,121 shares 6,121 $775K 0.4% -286 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS 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: 1,324 shares 1,324 $765K 0.39% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,175 shares; 2024Q4: 3,330 shares; 2025Q1: 3,390 shares; 2025Q2: 3,641 shares; 2025Q3: 3,638 shares; 2025Q4: 3,520 shares; 2026Q1: 3,849 shares; 2026Q2: 4,039 shares 4,039 $725K 0.37% +190 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,643 shares; 2024Q4: 2,388 shares; 2025Q1: 2,423 shares; 2025Q2: 2,404 shares; 2025Q3: 2,112 shares; 2025Q4: 20,691 shares; 2026Q1: 22,813 shares; 2026Q2: 9,955 shares 9,955 $711K 0.36% -12,858 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: 1,616 shares; 2024Q4: 1,624 shares; 2025Q1: 1,661 shares; 2025Q2: 2,903 shares; 2025Q3: 2,870 shares; 2025Q4: 2,890 shares; 2026Q1: 2,810 shares; 2026Q2: 2,819 shares 2,819 $709K 0.36% +9 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: 1,702 shares; 2024Q4: 1,781 shares; 2025Q1: 1,793 shares; 2025Q2: 1,835 shares; 2025Q3: 1,838 shares; 2025Q4: 1,701 shares; 2026Q1: 1,863 shares; 2026Q2: 1,989 shares 1,989 $701K 0.36% +126 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: 2,684 shares; 2024Q4: 2,569 shares; 2025Q1: 2,430 shares; 2025Q2: 2,438 shares; 2025Q3: 2,410 shares; 2025Q4: 2,458 shares; 2026Q1: 2,732 shares; 2026Q2: 2,672 shares 2,672 $679K 0.35% -60 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,726 shares; 2024Q4: 92,222 shares; 2025Q1: 101,639 shares; 2025Q2: 102,386 shares; 2025Q3: 102,381 shares; 2025Q4: 104,911 shares; 2026Q1: 100,090 shares; 2026Q2: 96,176 shares 96,176 $656K 0.34% -3,914 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: 19,324 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,963 shares; 2026Q2: 12,901 shares 12,901 $656K 0.34% -62 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,657 shares; 2025Q3: 34,734 shares; 2025Q4: 31,071 shares; 2026Q1: 35,024 shares; 2026Q2: 10,684 shares 10,684 $619K 0.32% -24,340 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,803 shares; 2026Q2: 2,560 shares 2,560 $554K 0.28% -243 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 1,982 shares; 2025Q4: 1,939 shares; 2026Q1: 2,292 shares; 2026Q2: 2,464 shares 2,464 $538K 0.28% +172 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,389 shares; 2024Q4: 23,772 shares; 2025Q1: 27,715 shares; 2025Q2: 28,064 shares; 2025Q3: 28,155 shares; 2025Q4: 27,318 shares; 2026Q1: 23,635 shares; 2026Q2: 22,566 shares 22,566 $533K 0.27% -1,069 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: 5,958 shares; 2024Q4: 5,789 shares; 2025Q1: 5,770 shares; 2025Q2: 5,476 shares; 2025Q3: 5,220 shares; 2025Q4: 9,985 shares; 2026Q1: 10,865 shares; 2026Q2: 9,930 shares 9,930 $527K 0.27% -935 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,325 shares 2,325 $521K 0.27% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,615 shares; 2026Q2: 7,432 shares 7,432 $508K 0.26% -183 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 1,415 shares; 2025Q1: 1,511 shares; 2025Q2: 1,591 shares; 2025Q3: 1,542 shares; 2025Q4: 1,439 shares; 2026Q1: 1,424 shares; 2026Q2: 1,347 shares 1,347 $503K 0.26% -77 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: 2,254 shares 2,254 $498K 0.26% 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: 5,405 shares; 2024Q4: 5,204 shares; 2025Q1: 5,970 shares; 2025Q2: 5,876 shares; 2025Q3: 5,268 shares; 2025Q4: 6,891 shares; 2026Q1: 7,013 shares; 2026Q2: 3,389 shares 3,389 $497K 0.25% -3,624 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 838 shares; 2025Q1: 909 shares; 2025Q2: 783 shares; 2025Q3: 772 shares; 2025Q4: 730 shares; 2026Q1: 666 shares; 2026Q2: 650 shares 650 $468K 0.24% -16 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,027 shares; 2024Q4: 6,027 shares; 2025Q1: 6,027 shares; 2025Q2: 6,027 shares; 2025Q3: 6,027 shares; 2025Q4: 6,027 shares; 2026Q1: 6,027 shares; 2026Q2: 6,027 shares 6,027 $449K 0.23% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,981 shares; 2024Q4: 2,145 shares; 2025Q1: 2,298 shares; 2025Q2: 2,446 shares; 2025Q3: 2,239 shares; 2025Q4: 1,995 shares; 2026Q1: 2,139 shares; 2026Q2: 1,980 shares 1,980 $441K 0.23% -159 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: 2,329 shares; 2024Q4: 2,342 shares; 2025Q1: 2,343 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,299 shares; 2026Q1: 2,285 shares; 2026Q2: 2,286 shares 2,286 $434K 0.22% +1 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: 2,460 shares; 2026Q2: 2,392 shares 2,392 $422K 0.22% -68 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: 10,512 shares; 2024Q4: 11,186 shares; 2025Q1: 11,879 shares; 2025Q2: 12,167 shares; 2025Q3: 11,927 shares; 2025Q4: 11,830 shares; 2026Q1: 11,916 shares; 2026Q2: 5,706 shares 5,706 $412K 0.21% -6,210 Timeline OKTA OKTA INC More: the full row for OKTA 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: 3,242 shares; 2026Q2: 2,963 shares 2,963 $404K 0.21% -279 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,963 shares; 2026Q2: 2,005 shares 2,005 $402K 0.21% +42 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $400K 0.21% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,431 shares; 2025Q3: 2,431 shares; 2025Q4: 2,441 shares; 2026Q1: 2,440 shares; 2026Q2: 2,440 shares 2,440 $395K 0.2% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 324 shares 324 $381K 0.2% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,592 shares; 2025Q3: 39,588 shares; 2025Q4: 29,206 shares; 2026Q1: 32,448 shares; 2026Q2: 6,498 shares 6,498 $364K 0.19% -25,950 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,558 shares 3,558 $345K 0.18% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,580 shares; 2025Q3: 1,646 shares; 2025Q4: 1,677 shares; 2026Q1: 1,590 shares; 2026Q2: 1,556 shares 1,556 $331K 0.17% -34 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,726 shares; 2025Q1: not reported; 2025Q2: 1,919 shares; 2025Q3: 1,920 shares; 2025Q4: 1,841 shares; 2026Q1: 2,045 shares; 2026Q2: 2,278 shares 2,278 $326K 0.17% +233 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 729 shares; 2025Q1: 822 shares; 2025Q2: 781 shares; 2025Q3: 689 shares; 2025Q4: 711 shares; 2026Q1: 684 shares; 2026Q2: 617 shares 617 $318K 0.16% -67 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,057 shares; 2025Q3: 2,235 shares; 2025Q4: 2,756 shares; 2026Q1: 2,661 shares; 2026Q2: 2,713 shares 2,713 $315K 0.16% +52 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,840 shares; 2024Q4: 12,544 shares; 2025Q1: 13,317 shares; 2025Q2: 1,163 shares; 2025Q3: 1,157 shares; 2025Q4: 1,137 shares; 2026Q1: 1,071 shares; 2026Q2: 963 shares 963 $289K 0.15% -108 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,489 shares; 2024Q4: 8,679 shares; 2025Q1: 9,633 shares; 2025Q2: 9,538 shares; 2025Q3: 9,616 shares; 2025Q4: 6,998 shares; 2026Q1: 7,081 shares; 2026Q2: 6,812 shares 6,812 $288K 0.15% -269 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,267 shares; 2025Q1: 1,340 shares; 2025Q2: 1,311 shares; 2025Q3: 1,317 shares; 2025Q4: 1,295 shares; 2026Q1: not reported; 2026Q2: 1,759 shares 1,759 $288K 0.15% new 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: 814 shares; 2024Q4: 814 shares; 2025Q1: 829 shares; 2025Q2: 816 shares; 2025Q3: 816 shares; 2025Q4: 797 shares; 2026Q1: 740 shares; 2026Q2: 670 shares 670 $286K 0.15% -70 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,535 shares; 2024Q4: 2,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,238 shares; 2026Q2: 3,615 shares 3,615 $269K 0.14% +377 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,312 shares 2,312 $242K 0.12% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 842 shares; 2025Q4: 870 shares; 2026Q1: 799 shares; 2026Q2: 715 shares 715 $242K 0.12% -84 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: 7,612 shares; 2024Q4: 7,560 shares; 2025Q1: 7,477 shares; 2025Q2: 7,631 shares; 2025Q3: 7,609 shares; 2025Q4: 2,175 shares; 2026Q1: 2,163 shares; 2026Q2: 2,477 shares 2,477 $225K 0.12% +314 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,896 shares; 2026Q1: 4,838 shares; 2026Q2: 3,930 shares 3,930 $222K 0.11% -908 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 723 shares 723 $218K 0.11% new Timeline QXO QXO INC More: the full row for QXO 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: 12,522 shares; 2026Q2: 12,549 shares 12,549 $217K 0.11% +27 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: 2,415 shares; 2025Q2: 2,332 shares; 2025Q3: 2,001 shares; 2025Q4: 2,010 shares; 2026Q1: 1,916 shares; 2026Q2: 1,829 shares 1,829 $213K 0.11% -87 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: 1,311 shares; 2025Q1: 1,401 shares; 2025Q2: 1,455 shares; 2025Q3: 1,441 shares; 2025Q4: 1,325 shares; 2026Q1: 1,317 shares; 2026Q2: 532 shares 532 $212K 0.11% -785 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: 438 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 412 shares; 2025Q3: 423 shares; 2025Q4: 391 shares; 2026Q1: not reported; 2026Q2: 410 shares 410 $210K 0.11% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,092 shares; 2024Q4: 8,779 shares; 2025Q1: 9,108 shares; 2025Q2: 9,205 shares; 2025Q3: 9,389 shares; 2025Q4: 9,486 shares; 2026Q1: 7,737 shares; 2026Q2: 4,240 shares 4,240 $210K 0.11% -3,497 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,679 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,682 shares; 2026Q2: 3,286 shares 3,286 $207K 0.11% -396 Timeline