IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,819,217 shares; 2024Q4: 8,870,672 shares; 2025Q1: 9,941,646 shares; 2025Q2: 10,004,720 shares; 2025Q3: 9,226,747 shares; 2025Q4: 9,298,304 shares; 2026Q1: 8,732,982 shares; 2026Q2: 8,712,032 shares 8,712,032 $6.52B 38.79% -20,950 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,521,281 shares; 2025Q4: 22,637,020 shares; 2026Q1: 29,219,898 shares; 2026Q2: 29,895,099 shares 29,895,099 $2.03B 12.09% +675,201 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815,317 shares; 2024Q4: 4,852,917 shares; 2025Q1: 4,829,868 shares; 2025Q2: 4,817,451 shares; 2025Q3: 4,776,771 shares; 2025Q4: 4,747,672 shares; 2026Q1: 4,764,517 shares; 2026Q2: 4,474,745 shares 4,474,745 $1.36B 8.06% -289,772 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: 10,856,787 shares; 2024Q4: 10,855,319 shares; 2025Q1: 15,161,869 shares; 2025Q2: 15,412,835 shares; 2025Q3: 15,439,494 shares; 2025Q4: 15,669,801 shares; 2026Q1: 15,798,650 shares; 2026Q2: 16,051,579 shares 16,051,579 $1.24B 7.36% +252,929 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: 8,751,423 shares; 2024Q4: 8,803,036 shares; 2025Q1: 8,958,512 shares; 2025Q2: 9,171,730 shares; 2025Q3: 6,415,966 shares; 2025Q4: 6,469,879 shares; 2026Q1: 6,512,927 shares; 2026Q2: 6,608,310 shares 6,608,310 $980M 5.83% +95,383 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,912,688 shares; 2026Q2: 15,272,021 shares 15,272,021 $630M 3.75% +359,333 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,128 shares; 2024Q4: 4,128 shares; 2025Q1: 4,128 shares; 2025Q2: 4,416 shares; 2025Q3: 3,554,538 shares; 2025Q4: 3,839,481 shares; 2026Q1: 3,951,302 shares; 2026Q2: 3,941,675 shares 3,941,675 $577M 3.43% -9,627 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 925,058 shares; 2025Q1: 1,281,587 shares; 2025Q2: 1,735,977 shares; 2025Q3: 2,678,563 shares; 2025Q4: 3,471,741 shares; 2026Q1: 4,252,491 shares; 2026Q2: 4,934,249 shares 4,934,249 $434M 2.58% +681,758 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,926,640 shares; 2024Q4: 6,017,406 shares; 2025Q1: 6,058,702 shares; 2025Q2: 6,042,125 shares; 2025Q3: 4,979,563 shares; 2025Q4: 4,993,457 shares; 2026Q1: 4,408,182 shares; 2026Q2: 4,494,558 shares 4,494,558 $419M 2.49% +86,376 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS 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: 5,066,988 shares; 2025Q4: 5,359,762 shares; 2026Q1: 5,281,820 shares; 2026Q2: 5,101,362 shares 5,101,362 $343M 2.04% -180,458 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: 2,281,490 shares; 2024Q4: 2,412,317 shares; 2025Q1: 2,579,915 shares; 2025Q2: 2,575,426 shares; 2025Q3: 2,580,302 shares; 2025Q4: 2,613,675 shares; 2026Q1: 2,607,149 shares; 2026Q2: 2,414,105 shares 2,414,105 $233M 1.39% -193,044 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385,296 shares; 2024Q4: 1,562,118 shares; 2025Q1: 1,808,537 shares; 2025Q2: 2,097,892 shares; 2025Q3: 2,210,825 shares; 2025Q4: 2,694,661 shares; 2026Q1: 3,106,970 shares; 2026Q2: 3,635,592 shares 3,635,592 $168M 1% +528,622 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: 734,128 shares; 2024Q4: 859,931 shares; 2025Q1: 1,020,134 shares; 2025Q2: 1,180,131 shares; 2025Q3: 1,343,457 shares; 2025Q4: 1,630,797 shares; 2026Q1: 1,668,425 shares; 2026Q2: 1,867,431 shares 1,867,431 $166M 0.99% +199,006 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: 719,425 shares; 2024Q4: 811,462 shares; 2025Q1: 954,186 shares; 2025Q2: 1,139,430 shares; 2025Q3: 1,312,025 shares; 2025Q4: 1,590,578 shares; 2026Q1: 1,827,743 shares; 2026Q2: 2,038,889 shares 2,038,889 $138M 0.82% +211,146 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,273 shares; 2024Q4: 516,951 shares; 2025Q1: 545,449 shares; 2025Q2: 561,518 shares; 2025Q3: 559,627 shares; 2025Q4: 567,215 shares; 2026Q1: 561,597 shares; 2026Q2: 1,482,046 shares 1,482,046 $119M 0.71% +920,449 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: not reported; 2026Q1: 1,777,392 shares; 2026Q2: 1,816,551 shares 1,816,551 $119M 0.71% +39,159 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,733,083 shares; 2025Q2: 1,796,546 shares; 2025Q3: 1,810,215 shares; 2025Q4: 1,832,713 shares; 2026Q1: 1,774,002 shares; 2026Q2: 1,415,065 shares 1,415,065 $117M 0.69% -358,937 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: 1,524,367 shares; 2024Q4: 1,515,932 shares; 2025Q1: 1,507,459 shares; 2025Q2: 1,524,832 shares; 2025Q3: 1,530,935 shares; 2025Q4: 1,513,906 shares; 2026Q1: 1,520,205 shares; 2026Q2: 1,443,278 shares 1,443,278 $109M 0.65% -76,927 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,318,067 shares; 2024Q4: 12,434,226 shares; 2025Q1: 1,407,120 shares; 2025Q2: 1,444,206 shares; 2025Q3: 1,460,854 shares; 2025Q4: 1,460,967 shares; 2026Q1: 1,432,231 shares; 2026Q2: 1,146,360 shares 1,146,360 $103M 0.61% -285,871 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: 260,887 shares; 2024Q4: 300,883 shares; 2025Q1: 356,909 shares; 2025Q2: 414,174 shares; 2025Q3: 398,760 shares; 2025Q4: 477,653 shares; 2026Q1: 942,025 shares; 2026Q2: 992,649 shares 992,649 $82.2M 0.49% +50,624 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: 1,012,008 shares; 2024Q4: 652,886 shares; 2025Q1: 708,244 shares; 2025Q2: 733,854 shares; 2025Q3: 729,730 shares; 2025Q4: 722,548 shares; 2026Q1: 714,242 shares; 2026Q2: 669,039 shares 669,039 $79.6M 0.47% -45,203 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: 966,755 shares; 2024Q4: 1,024,598 shares; 2025Q1: 1,150,445 shares; 2025Q2: 1,219,558 shares; 2025Q3: 1,151,703 shares; 2025Q4: 1,130,069 shares; 2026Q1: 1,092,163 shares; 2026Q2: 887,282 shares 887,282 $73M 0.43% -204,881 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: 1,399,930 shares; 2024Q4: 1,378,187 shares; 2025Q1: 1,308,919 shares; 2025Q2: 1,230,136 shares; 2025Q3: 1,188,188 shares; 2025Q4: 1,100,749 shares; 2026Q1: 1,029,567 shares; 2026Q2: 849,212 shares 849,212 $64.1M 0.38% -180,355 Timeline SPSM 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: 429,301 shares; 2024Q4: 478,214 shares; 2025Q1: 557,255 shares; 2025Q2: 666,809 shares; 2025Q3: 547,074 shares; 2025Q4: 649,968 shares; 2026Q1: 738,807 shares; 2026Q2: 818,472 shares 818,472 $47.2M 0.28% +79,665 Timeline VGSH 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: 943,831 shares; 2024Q4: 997,832 shares; 2025Q1: 1,033,345 shares; 2025Q2: 1,041,659 shares; 2025Q3: 1,099,462 shares; 2025Q4: 1,125,904 shares; 2026Q1: 1,096,947 shares; 2026Q2: 689,411 shares 689,411 $40.1M 0.24% -407,536 Timeline SPSB 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: 73,354 shares; 2024Q4: 77,616 shares; 2025Q1: 86,723 shares; 2025Q2: 99,654 shares; 2025Q3: 803,793 shares; 2025Q4: 976,410 shares; 2026Q1: 1,122,144 shares; 2026Q2: 1,282,848 shares 1,282,848 $38.5M 0.23% +160,704 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 259,968 shares; 2024Q4: 876,556 shares; 2025Q1: 949,867 shares; 2025Q2: 1,029,248 shares; 2025Q3: 1,107,033 shares; 2025Q4: 1,158,286 shares; 2026Q1: 1,179,564 shares; 2026Q2: 1,206,375 shares 1,206,375 $38.3M 0.23% +26,811 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,815 shares; 2024Q4: 203,403 shares; 2025Q1: 212,066 shares; 2025Q2: 219,271 shares; 2025Q3: 207,231 shares; 2025Q4: 199,609 shares; 2026Q1: 195,207 shares; 2026Q2: 125,748 shares 125,748 $38.1M 0.23% -69,459 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529,085 shares; 2024Q4: 542,786 shares; 2025Q1: 566,492 shares; 2025Q2: 580,867 shares; 2025Q3: 590,083 shares; 2025Q4: 601,250 shares; 2026Q1: 570,841 shares; 2026Q2: 384,757 shares 384,757 $37.1M 0.22% -186,084 Timeline SPYD 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: 865,776 shares; 2024Q4: 777,884 shares; 2025Q1: 835,116 shares; 2025Q2: 870,612 shares; 2025Q3: 889,399 shares; 2025Q4: 900,437 shares; 2026Q1: 867,285 shares; 2026Q2: 729,859 shares 729,859 $34.8M 0.21% -137,426 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336,342 shares; 2024Q4: 375,460 shares; 2025Q1: 432,007 shares; 2025Q2: 498,512 shares; 2025Q3: 582,514 shares; 2025Q4: 709,628 shares; 2026Q1: 817,088 shares; 2026Q2: 930,168 shares 930,168 $34.4M 0.2% +113,080 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,804 shares; 2024Q4: 96,992 shares; 2025Q1: 112,186 shares; 2025Q2: 129,568 shares; 2025Q3: 195,658 shares; 2025Q4: 236,875 shares; 2026Q1: 271,831 shares; 2026Q2: 307,609 shares 307,609 $29.7M 0.18% +35,778 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: 418,286 shares; 2024Q4: 456,696 shares; 2025Q1: 507,294 shares; 2025Q2: 539,287 shares; 2025Q3: 504,527 shares; 2025Q4: 485,284 shares; 2026Q1: 479,391 shares; 2026Q2: 387,111 shares 387,111 $27M 0.16% -92,280 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,495 shares; 2024Q4: 681,638 shares; 2025Q1: 731,961 shares; 2025Q2: 760,428 shares; 2025Q3: 697,662 shares; 2025Q4: 702,540 shares; 2026Q1: 587,169 shares; 2026Q2: 598,639 shares 598,639 $24.5M 0.15% +11,470 Timeline DFIV 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: 363,391 shares; 2024Q4: 412,964 shares; 2025Q1: 457,716 shares; 2025Q2: 472,500 shares; 2025Q3: 474,162 shares; 2025Q4: 479,786 shares; 2026Q1: 483,191 shares; 2026Q2: 449,915 shares 449,915 $24.3M 0.14% -33,276 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 357,101 shares; 2024Q4: 388,246 shares; 2025Q1: 447,735 shares; 2025Q2: 466,969 shares; 2025Q3: 469,301 shares; 2025Q4: 478,524 shares; 2026Q1: 475,064 shares; 2026Q2: 416,274 shares 416,274 $22.2M 0.13% -58,790 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,526 shares; 2024Q4: 4,552 shares; 2025Q1: 139,299 shares; 2025Q2: 147,386 shares; 2025Q3: 144,965 shares; 2025Q4: 140,687 shares; 2026Q1: 149,660 shares; 2026Q2: 144,257 shares 144,257 $15.2M 0.09% -5,403 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: 41,365 shares; 2024Q4: 39,981 shares; 2025Q1: 39,818 shares; 2025Q2: 38,443 shares; 2025Q3: 37,539 shares; 2025Q4: 34,582 shares; 2026Q1: 35,492 shares; 2026Q2: 21,890 shares 21,890 $15M 0.09% -13,602 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: 40,257 shares; 2024Q4: 39,251 shares; 2025Q1: 39,028 shares; 2025Q2: 41,086 shares; 2025Q3: 48,664 shares; 2025Q4: 48,654 shares; 2026Q1: 48,498 shares; 2026Q2: 45,356 shares 45,356 $13.1M 0.08% -3,142 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares; 2026Q2: 112,432 shares 112,432 $12.1M 0.07% +111,815 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: 17,424 shares; 2024Q4: 22,233 shares; 2025Q1: 22,808 shares; 2025Q2: 23,949 shares; 2025Q3: 30,698 shares; 2025Q4: 30,650 shares; 2026Q1: 31,483 shares; 2026Q2: 48,457 shares 48,457 $9.7M 0.06% +16,974 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,170 shares; 2026Q1: 66,905 shares; 2026Q2: 320,787 shares 320,787 $9.29M 0.06% +253,882 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: 24,140 shares; 2024Q4: 24,196 shares; 2025Q1: 24,054 shares; 2025Q2: 23,962 shares; 2025Q3: 23,383 shares; 2025Q4: 25,162 shares; 2026Q1: 25,853 shares; 2026Q2: 21,136 shares 21,136 $7.88M 0.05% -4,717 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: 145,164 shares; 2024Q4: 128,810 shares; 2025Q1: 93,380 shares; 2025Q2: 84,484 shares; 2025Q3: 81,975 shares; 2025Q4: 76,743 shares; 2026Q1: 91,239 shares; 2026Q2: 79,433 shares 79,433 $7.58M 0.05% -11,806 Timeline MGNR AMERICAN BEACON SELECT FUNDS More: the full row for AMERICAN BEACON SELECT FUNDS 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: 25,518 shares; 2026Q2: 146,016 shares 146,016 $7.09M 0.04% +120,498 2026-09-30, 13G : 333,953,733 shares, 27% of the class, 13G filed 2026-10-06 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: 19,389 shares; 2024Q4: 19,226 shares; 2025Q1: 19,631 shares; 2025Q2: 19,961 shares; 2025Q3: 23,350 shares; 2025Q4: 25,556 shares; 2026Q1: 26,186 shares; 2026Q2: 27,671 shares 27,671 $6.6M 0.04% +1,485 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,607 shares; 2024Q4: 96,405 shares; 2025Q1: 71,296 shares; 2025Q2: 60,031 shares; 2025Q3: 55,694 shares; 2025Q4: 52,132 shares; 2026Q1: 48,697 shares; 2026Q2: 40,950 shares 40,950 $5.81M 0.03% -7,747 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: 13,504 shares; 2024Q4: 13,386 shares; 2025Q1: 12,936 shares; 2025Q2: 12,516 shares; 2025Q3: 11,839 shares; 2025Q4: 12,732 shares; 2026Q1: 12,834 shares; 2026Q2: 10,537 shares 10,537 $5.27M 0.03% -2,297 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: 9,697 shares; 2024Q4: 9,642 shares; 2025Q1: 9,259 shares; 2025Q2: 9,543 shares; 2025Q3: 8,991 shares; 2025Q4: 11,308 shares; 2026Q1: 11,813 shares; 2026Q2: 11,908 shares 11,908 $4.21M 0.03% +95 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,878 shares; 2024Q4: 37,238 shares; 2025Q1: 44,942 shares; 2025Q2: 43,009 shares; 2025Q3: 43,073 shares; 2025Q4: 42,312 shares; 2026Q1: 40,501 shares; 2026Q2: 30,311 shares 30,311 $4.14M 0.02% -10,190 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: 23,216 shares; 2024Q4: 22,578 shares; 2025Q1: 21,641 shares; 2025Q2: 20,565 shares; 2025Q3: 20,246 shares; 2025Q4: 23,615 shares; 2026Q1: 23,765 shares; 2026Q2: 23,444 shares 23,444 $3.89M 0.02% -321 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: 8,417 shares; 2024Q4: 8,140 shares; 2025Q1: 8,057 shares; 2025Q2: 8,020 shares; 2025Q3: 9,177 shares; 2025Q4: 8,360 shares; 2026Q1: 9,084 shares; 2026Q2: 8,926 shares 8,926 $3.19M 0.02% -158 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: 9,108 shares; 2024Q4: 9,266 shares; 2025Q1: 9,306 shares; 2025Q2: 10,341 shares; 2025Q3: 10,639 shares; 2025Q4: 11,184 shares; 2026Q1: 11,615 shares; 2026Q2: 9,714 shares 9,714 $3.18M 0.02% -1,901 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: 2,749 shares; 2024Q4: 2,631 shares; 2025Q1: 2,529 shares; 2025Q2: 2,916 shares; 2025Q3: 2,853 shares; 2025Q4: 2,649 shares; 2026Q1: 2,715 shares; 2026Q2: 2,565 shares 2,565 $2.73M 0.02% -150 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: 22,814 shares; 2024Q4: 23,677 shares; 2025Q1: 23,386 shares; 2025Q2: 22,705 shares; 2025Q3: 22,524 shares; 2025Q4: 22,703 shares; 2026Q1: 20,591 shares; 2026Q2: 18,322 shares 18,322 $2.69M 0.02% -2,269 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: 2,026 shares; 2024Q4: 1,993 shares; 2025Q1: 2,071 shares; 2025Q2: 1,610 shares; 2025Q3: 1,384 shares; 2025Q4: 2,335 shares; 2026Q1: 2,465 shares; 2026Q2: 2,195 shares 2,195 $2.63M 0.02% -270 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: 14,566 shares; 2024Q4: 14,879 shares; 2025Q1: 14,327 shares; 2025Q2: 13,641 shares; 2025Q3: 13,328 shares; 2025Q4: 14,419 shares; 2026Q1: 13,717 shares; 2026Q2: 9,995 shares 9,995 $2.54M 0.02% -3,722 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,640 shares; 2024Q4: 5,623 shares; 2025Q1: 5,218 shares; 2025Q2: 4,693 shares; 2025Q3: 5,760 shares; 2025Q4: 5,909 shares; 2026Q1: 5,854 shares; 2026Q2: 4,669 shares 4,669 $2.38M 0.01% -1,185 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,967 shares; 2024Q4: 31,734 shares; 2025Q1: 32,995 shares; 2025Q2: 33,993 shares; 2025Q3: 38,125 shares; 2025Q4: 41,682 shares; 2026Q1: 41,580 shares; 2026Q2: 40,804 shares 40,804 $2.18M 0.01% -776 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: 20,919 shares; 2024Q4: 20,452 shares; 2025Q1: 20,250 shares; 2025Q2: 17,667 shares; 2025Q3: 17,532 shares; 2025Q4: 21,983 shares; 2026Q1: 22,781 shares; 2026Q2: 17,540 shares 17,540 $2.06M 0.01% -5,241 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,871 shares 43,871 $2.06M 0.01% new 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: 4,300 shares; 2024Q4: 3,003 shares; 2025Q1: 2,995 shares; 2025Q2: 5,638 shares; 2025Q3: 5,603 shares; 2025Q4: 5,855 shares; 2026Q1: 5,610 shares; 2026Q2: 4,035 shares 4,035 $2.06M 0.01% -1,575 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: 2,832 shares; 2024Q4: 2,826 shares; 2025Q1: 2,757 shares; 2025Q2: 2,824 shares; 2025Q3: 3,008 shares; 2025Q4: 2,981 shares; 2026Q1: 3,341 shares; 2026Q2: 3,648 shares 3,648 $2.05M 0.01% +307 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: 6,701 shares; 2024Q4: 6,778 shares; 2025Q1: 6,092 shares; 2025Q2: 6,058 shares; 2025Q3: 5,956 shares; 2025Q4: 5,919 shares; 2026Q1: 6,068 shares; 2026Q2: 5,133 shares 5,133 $1.81M 0.01% -935 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: 3,637 shares; 2024Q4: 3,257 shares; 2025Q1: 4,147 shares; 2025Q2: 3,057 shares; 2025Q3: 3,483 shares; 2025Q4: 2,860 shares; 2026Q1: 3,871 shares; 2026Q2: 4,763 shares 4,763 $1.8M 0.01% +892 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: 1,892 shares; 2024Q4: 1,880 shares; 2025Q1: 2,240 shares; 2025Q2: 2,276 shares; 2025Q3: 2,416 shares; 2025Q4: 2,384 shares; 2026Q1: 2,344 shares; 2026Q2: 2,340 shares 2,340 $1.75M 0.01% -4 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: 22,720 shares; 2024Q4: 22,485 shares; 2025Q1: 21,094 shares; 2025Q2: 20,086 shares; 2025Q3: 19,854 shares; 2025Q4: 22,082 shares; 2026Q1: 22,077 shares; 2026Q2: 14,612 shares 14,612 $1.65M 0.01% -7,465 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: 9,674 shares; 2024Q4: 8,961 shares; 2025Q1: 9,345 shares; 2025Q2: 11,555 shares; 2025Q3: 10,334 shares; 2025Q4: 10,351 shares; 2026Q1: 9,975 shares; 2026Q2: 8,530 shares 8,530 $1.62M 0.01% -1,445 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,939 shares; 2024Q4: 19,672 shares; 2025Q1: 14,019 shares; 2025Q2: 13,071 shares; 2025Q3: 13,919 shares; 2025Q4: 13,139 shares; 2026Q1: 12,134 shares; 2026Q2: 6,784 shares 6,784 $1.61M 0.01% -5,350 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,290 shares; 2024Q4: 11,768 shares; 2025Q1: 11,039 shares; 2025Q2: 11,345 shares; 2025Q3: 11,785 shares; 2025Q4: 12,952 shares; 2026Q1: 13,552 shares; 2026Q2: 11,353 shares 11,353 $1.59M 0.01% -2,199 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: 4,632 shares; 2024Q4: 4,587 shares; 2025Q1: 4,491 shares; 2025Q2: 4,593 shares; 2025Q3: 4,392 shares; 2025Q4: 4,562 shares; 2026Q1: 4,668 shares; 2026Q2: 4,672 shares 4,672 $1.58M 0.01% +4 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,619 shares; 2024Q4: 1,619 shares; 2025Q1: 1,550 shares; 2025Q2: 2,039 shares; 2025Q3: 2,074 shares; 2025Q4: 2,394 shares; 2026Q1: 2,659 shares; 2026Q2: 3,668 shares 3,668 $1.54M 0.01% +1,009 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: 1,943 shares; 2024Q4: 1,943 shares; 2025Q1: 1,990 shares; 2025Q2: 1,943 shares; 2025Q3: 1,913 shares; 2025Q4: 1,925 shares; 2026Q1: 1,992 shares; 2026Q2: 2,060 shares 2,060 $1.47M 0.01% +68 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: 4,006 shares; 2024Q4: 6,363 shares; 2025Q1: 6,289 shares; 2025Q2: 6,633 shares; 2025Q3: 6,633 shares; 2025Q4: 6,691 shares; 2026Q1: 6,933 shares; 2026Q2: 5,216 shares 5,216 $1.42M 0.01% -1,717 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: 5,796 shares; 2024Q4: 5,597 shares; 2025Q1: 8,794 shares; 2025Q2: 8,791 shares; 2025Q3: 8,506 shares; 2025Q4: 10,532 shares; 2026Q1: 18,315 shares; 2026Q2: 3,706 shares 3,706 $1.37M 0.01% -14,609 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: 5,222 shares; 2024Q4: 5,085 shares; 2025Q1: 4,933 shares; 2025Q2: 4,981 shares; 2025Q3: 5,115 shares; 2025Q4: 5,299 shares; 2026Q1: 5,466 shares; 2026Q2: 4,992 shares 4,992 $1.35M 0.01% -474 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: 68 shares; 2025Q2: 221 shares; 2025Q3: 280 shares; 2025Q4: 347 shares; 2026Q1: 525 shares; 2026Q2: 1,154 shares 1,154 $1.33M 0.01% +629 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: 19,255 shares; 2024Q4: 18,705 shares; 2025Q1: 18,247 shares; 2025Q2: 17,316 shares; 2025Q3: 16,693 shares; 2025Q4: 16,693 shares; 2026Q1: 16,693 shares; 2026Q2: 9,564 shares 9,564 $1.32M 0.01% -7,129 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: 16,284 shares; 2024Q4: 17,230 shares; 2025Q1: 17,494 shares; 2025Q2: 18,002 shares; 2025Q3: 18,473 shares; 2025Q4: 17,900 shares; 2026Q1: 18,131 shares; 2026Q2: 15,045 shares 15,045 $1.22M 0.01% -3,086 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: 6,114 shares; 2024Q4: 6,138 shares; 2025Q1: 5,788 shares; 2025Q2: 5,857 shares; 2025Q3: 5,954 shares; 2025Q4: 5,701 shares; 2026Q1: 5,814 shares; 2026Q2: 3,565 shares 3,565 $1.22M 0.01% -2,249 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 1,583 shares; 2025Q1: 1,572 shares; 2025Q2: 1,816 shares; 2025Q3: 1,794 shares; 2025Q4: 1,797 shares; 2026Q1: 1,788 shares; 2026Q2: 1,640 shares 1,640 $1.21M 0.01% -148 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: 1,586 shares; 2024Q4: 1,528 shares; 2025Q1: 1,476 shares; 2025Q2: 1,472 shares; 2025Q3: 1,405 shares; 2025Q4: 1,437 shares; 2026Q1: 1,481 shares; 2026Q2: 1,250 shares 1,250 $1.17M 0.01% -231 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: 5,525 shares; 2024Q4: 6,807 shares; 2025Q1: 7,157 shares; 2025Q2: 6,849 shares; 2025Q3: 7,134 shares; 2025Q4: 7,424 shares; 2026Q1: 6,119 shares; 2026Q2: 4,617 shares 4,617 $1.16M 0.01% -1,502 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: 5,695 shares; 2024Q4: 5,653 shares; 2025Q1: 5,624 shares; 2025Q2: 8,148 shares; 2025Q3: 8,076 shares; 2025Q4: 6,487 shares; 2026Q1: 6,421 shares; 2026Q2: 5,184 shares 5,184 $1.12M 0.01% -1,237 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,252 shares; 2024Q4: 22,093 shares; 2025Q1: 22,093 shares; 2025Q2: 21,503 shares; 2025Q3: 20,740 shares; 2025Q4: 21,371 shares; 2026Q1: 21,397 shares; 2026Q2: 21,020 shares 21,020 $1.08M 0.01% -377 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,264 shares; 2024Q4: 3,443 shares; 2025Q1: 3,450 shares; 2025Q2: 3,783 shares; 2025Q3: 3,796 shares; 2025Q4: 3,877 shares; 2026Q1: 4,031 shares; 2026Q2: 3,719 shares 3,719 $1.08M 0.01% -312 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,204 shares; 2024Q4: 3,025 shares; 2025Q1: 2,735 shares; 2025Q2: 2,659 shares; 2025Q3: 3,023 shares; 2025Q4: 2,811 shares; 2026Q1: 2,306 shares; 2026Q2: 12,206 shares 12,206 $1.05M 0.01% +9,900 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,177 shares; 2024Q4: 1,177 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,185 shares; 2025Q4: 1,226 shares; 2026Q1: 1,424 shares; 2026Q2: 1,377 shares 1,377 $996K 0.01% -47 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: 3,032 shares; 2024Q4: 3,348 shares; 2025Q1: 3,573 shares; 2025Q2: 2,991 shares; 2025Q3: 2,999 shares; 2025Q4: 3,543 shares; 2026Q1: 3,484 shares; 2026Q2: 2,604 shares 2,604 $973K 0.01% -880 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: 23,603 shares; 2024Q4: 25,657 shares; 2025Q1: 24,113 shares; 2025Q2: 21,216 shares; 2025Q3: 18,021 shares; 2025Q4: 19,105 shares; 2026Q1: 17,486 shares; 2026Q2: 16,818 shares 16,818 $958K 0.01% -668 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,474 shares; 2024Q4: 37,979 shares; 2025Q1: 25,504 shares; 2025Q2: 19,689 shares; 2025Q3: 18,839 shares; 2025Q4: 17,526 shares; 2026Q1: 14,276 shares; 2026Q2: 11,064 shares 11,064 $946K 0.01% -3,212 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,110 shares; 2024Q4: 40,675 shares; 2025Q1: 51,594 shares; 2025Q2: 61,306 shares; 2025Q3: 66,749 shares; 2025Q4: 47,513 shares; 2026Q1: 51,056 shares; 2026Q2: 47,103 shares 47,103 $924K 0.01% -3,953 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: 3,735 shares; 2024Q4: 3,657 shares; 2025Q1: 3,461 shares; 2025Q2: 3,500 shares; 2025Q3: 3,423 shares; 2025Q4: 3,459 shares; 2026Q1: 3,471 shares; 2026Q2: 3,121 shares 3,121 $878K 0.01% -350 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: 10,951 shares; 2024Q4: 10,403 shares; 2025Q1: 10,024 shares; 2025Q2: 9,450 shares; 2025Q3: 9,153 shares; 2025Q4: 10,639 shares; 2026Q1: 11,273 shares; 2026Q2: 6,568 shares 6,568 $845K 0.01% -4,705 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 17 shares; 2026Q1: 71 shares; 2026Q2: 421 shares 421 $838K <0.01% +350 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,151 shares; 2025Q2: 2,151 shares; 2025Q3: 2,033 shares; 2025Q4: 2,151 shares; 2026Q1: 2,212 shares; 2026Q2: 2,303 shares 2,303 $834K <0.01% +91 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,739 shares; 2024Q4: 44,513 shares; 2025Q1: 54,658 shares; 2025Q2: 63,222 shares; 2025Q3: 68,648 shares; 2025Q4: 49,320 shares; 2026Q1: 51,812 shares; 2026Q2: 41,962 shares 41,962 $819K <0.01% -9,850 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,552 shares; 2024Q4: 34,078 shares; 2025Q1: 43,742 shares; 2025Q2: 51,772 shares; 2025Q3: 55,277 shares; 2025Q4: 37,189 shares; 2026Q1: 40,408 shares; 2026Q2: 40,096 shares 40,096 $817K <0.01% -312 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: 1,083 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,029 shares; 2025Q3: 1,589 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 6,516 shares 6,516 $809K <0.01% +4,887 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: 2,058 shares; 2024Q4: 2,267 shares; 2025Q1: 2,594 shares; 2025Q2: 2,328 shares; 2025Q3: 2,610 shares; 2025Q4: 4,529 shares; 2026Q1: 4,216 shares; 2026Q2: 4,155 shares 4,155 $792K <0.01% -61 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: 846 shares; 2024Q4: 778 shares; 2025Q1: 773 shares; 2025Q2: 799 shares; 2025Q3: 828 shares; 2025Q4: 9,914 shares; 2026Q1: 11,009 shares; 2026Q2: 11,085 shares 11,085 $791K <0.01% +76 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: 6,903 shares; 2024Q4: 6,903 shares; 2025Q1: 8,311 shares; 2025Q2: 8,693 shares; 2025Q3: 8,134 shares; 2025Q4: 8,225 shares; 2026Q1: 8,424 shares; 2026Q2: 6,188 shares 6,188 $783K <0.01% -2,236 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,130 shares; 2024Q4: 11,492 shares; 2025Q1: 11,492 shares; 2025Q2: 12,999 shares; 2025Q3: 13,034 shares; 2025Q4: 42,875 shares; 2026Q1: 46,972 shares; 2026Q2: 46,593 shares 46,593 $776K <0.01% -379 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: 15,356 shares; 2024Q4: 12,388 shares; 2025Q1: 11,194 shares; 2025Q2: 9,685 shares; 2025Q3: 8,960 shares; 2025Q4: 9,465 shares; 2026Q1: 9,524 shares; 2026Q2: 8,743 shares 8,743 $767K <0.01% -781 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,356 shares; 2024Q4: 9,681 shares; 2025Q1: 45,558 shares; 2025Q2: 54,346 shares; 2025Q3: 58,058 shares; 2025Q4: 38,010 shares; 2026Q1: 41,541 shares; 2026Q2: 41,198 shares 41,198 $765K <0.01% -343 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 5,920 shares; 2026Q1: 5,920 shares; 2026Q2: 5,720 shares 5,720 $713K <0.01% -200 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: 34,922 shares; 2024Q4: 31,951 shares; 2025Q1: 34,398 shares; 2025Q2: 34,621 shares; 2025Q3: 31,619 shares; 2025Q4: 44,145 shares; 2026Q1: 42,273 shares; 2026Q2: 33,872 shares 33,872 $701K <0.01% -8,401 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR 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: 3,176 shares; 2026Q2: 13,055 shares 13,055 $670K <0.01% +9,879 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: 602 shares; 2024Q4: 523 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 1,954 shares; 2025Q4: 1,916 shares; 2026Q1: 2,078 shares; 2026Q2: 1,878 shares 1,878 $665K <0.01% -200 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: 11,220 shares; 2024Q4: 11,202 shares; 2025Q1: 10,237 shares; 2025Q2: 8,028 shares; 2025Q3: 7,703 shares; 2025Q4: 7,782 shares; 2026Q1: 7,785 shares; 2026Q2: 4,881 shares 4,881 $661K <0.01% -2,904 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: 2,842 shares; 2024Q4: 2,736 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 2,538 shares; 2025Q4: 2,593 shares; 2026Q1: 2,745 shares; 2026Q2: 2,181 shares 2,181 $650K <0.01% -564 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 130 shares; 2026Q1: 1,067 shares; 2026Q2: 4,108 shares 4,108 $644K <0.01% +3,041 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: 8,170 shares; 2024Q4: 9,595 shares; 2025Q1: 10,526 shares; 2025Q2: 9,994 shares; 2025Q3: 10,002 shares; 2025Q4: 10,188 shares; 2026Q1: 9,704 shares; 2026Q2: 6,983 shares 6,983 $634K <0.01% -2,721 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 850 shares; 2025Q1: 3,981 shares; 2025Q2: 10,555 shares; 2025Q3: 13,682 shares; 2025Q4: 12,627 shares; 2026Q1: 11,738 shares; 2026Q2: 10,358 shares 10,358 $628K <0.01% -1,380 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: 3,936 shares; 2024Q4: 3,217 shares; 2025Q1: 3,423 shares; 2025Q2: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 12,928 shares; 2026Q1: 13,020 shares; 2026Q2: 11,648 shares 11,648 $619K <0.01% -1,372 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: 6,834 shares; 2024Q4: 6,834 shares; 2025Q1: 6,826 shares; 2025Q2: 6,807 shares; 2025Q3: 6,258 shares; 2025Q4: 6,332 shares; 2026Q1: 6,524 shares; 2026Q2: 4,221 shares 4,221 $619K <0.01% -2,303 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR 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: 1,217 shares; 2026Q2: 5,651 shares 5,651 $614K <0.01% +4,434 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,523 shares; 2024Q4: 19,082 shares; 2025Q1: 18,195 shares; 2025Q2: 10,575 shares; 2025Q3: 24,313 shares; 2025Q4: 29,776 shares; 2026Q1: 30,017 shares; 2026Q2: 12,788 shares 12,788 $608K <0.01% -17,229 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159 shares; 2024Q4: 159 shares; 2025Q1: 636 shares; 2025Q2: 10,772 shares; 2025Q3: 10,772 shares; 2025Q4: 10,772 shares; 2026Q1: 11,245 shares; 2026Q2: 12,854 shares 12,854 $598K <0.01% +1,609 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: 552 shares; 2024Q4: 554 shares; 2025Q1: 565 shares; 2025Q2: 560 shares; 2025Q3: 562 shares; 2025Q4: 586 shares; 2026Q1: 647 shares; 2026Q2: 586 shares 586 $593K <0.01% -61 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,222 shares; 2025Q1: 1,129 shares; 2025Q2: 1,175 shares; 2025Q3: 1,236 shares; 2025Q4: 1,298 shares; 2026Q1: 1,257 shares; 2026Q2: 1,151 shares 1,151 $591K <0.01% -106 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,134 shares; 2024Q4: 6,465 shares; 2025Q1: 5,293 shares; 2025Q2: 4,933 shares; 2025Q3: 4,612 shares; 2025Q4: 4,387 shares; 2026Q1: 4,152 shares; 2026Q2: 3,948 shares 3,948 $583K <0.01% -204 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,920 shares; 2024Q4: 4,920 shares; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 5,008 shares; 2026Q1: 5,008 shares; 2026Q2: 5,008 shares 5,008 $572K <0.01% 0 Timeline HBT HBT FINL INC. More: the full row for HBT FINL 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: 17,834 shares; 2026Q2: 17,834 shares 17,834 $571K <0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 643 shares; 2026Q1: 853 shares; 2026Q2: 967 shares 967 $562K <0.01% +114 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,292 shares; 2024Q4: 5,182 shares; 2025Q1: 5,100 shares; 2025Q2: 5,093 shares; 2025Q3: 4,122 shares; 2025Q4: 4,311 shares; 2026Q1: 4,295 shares; 2026Q2: 3,606 shares 3,606 $556K <0.01% -689 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,777 shares; 2024Q4: 3,777 shares; 2025Q1: 3,817 shares; 2025Q2: 3,915 shares; 2025Q3: 3,915 shares; 2025Q4: 3,925 shares; 2026Q1: 3,970 shares; 2026Q2: 3,008 shares 3,008 $528K <0.01% -962 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: 1,134 shares; 2024Q4: 1,101 shares; 2025Q1: 1,157 shares; 2025Q2: 1,155 shares; 2025Q3: 1,200 shares; 2025Q4: 1,317 shares; 2026Q1: 1,443 shares; 2026Q2: 1,262 shares 1,262 $525K <0.01% -181 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,285 shares; 2024Q4: 11,652 shares; 2025Q1: 11,652 shares; 2025Q2: 13,189 shares; 2025Q3: 13,211 shares; 2025Q4: 13,335 shares; 2026Q1: 13,623 shares; 2026Q2: 31,488 shares 31,488 $516K <0.01% +17,865 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,079 shares; 2024Q4: 4,897 shares; 2025Q1: 5,098 shares; 2025Q2: 5,369 shares; 2025Q3: 5,121 shares; 2025Q4: 5,152 shares; 2026Q1: 5,360 shares; 2026Q2: 4,972 shares 4,972 $508K <0.01% -388 Timeline DFAE 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: 34,992 shares; 2024Q4: 26,801 shares; 2025Q1: 16,640 shares; 2025Q2: 12,418 shares; 2025Q3: 11,024 shares; 2025Q4: 10,645 shares; 2026Q1: 10,024 shares; 2026Q2: 12,631 shares 12,631 $508K <0.01% +2,607 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: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 1,644 shares 1,644 $496K <0.01% +1,636 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,699 shares; 2024Q4: 2,699 shares; 2025Q1: 1,899 shares; 2025Q2: 1,899 shares; 2025Q3: 1,899 shares; 2025Q4: 1,933 shares; 2026Q1: 1,932 shares; 2026Q2: 1,994 shares 1,994 $477K <0.01% +62 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: 455 shares; 2024Q4: 500 shares; 2025Q1: 478 shares; 2025Q2: 574 shares; 2025Q3: 532 shares; 2025Q4: 1,035 shares; 2026Q1: 959 shares; 2026Q2: 404 shares 404 $475K <0.01% -555 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: 1,662 shares; 2025Q1: 1,662 shares; 2025Q2: 1,662 shares; 2025Q3: 1,732 shares; 2025Q4: 1,758 shares; 2026Q1: 1,858 shares; 2026Q2: 1,181 shares 1,181 $469K <0.01% -677 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,975 shares; 2024Q4: 6,489 shares; 2025Q1: 5,989 shares; 2025Q2: 5,989 shares; 2025Q3: 5,989 shares; 2025Q4: 6,004 shares; 2026Q1: 6,004 shares; 2026Q2: 5,114 shares 5,114 $469K <0.01% -890 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,770 shares; 2024Q4: 1,770 shares; 2025Q1: 1,779 shares; 2025Q2: 1,909 shares; 2025Q3: 1,919 shares; 2025Q4: 2,623 shares; 2026Q1: 2,646 shares; 2026Q2: 1,866 shares 1,866 $463K <0.01% -780 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,956 shares; 2024Q4: 4,918 shares; 2025Q1: 5,251 shares; 2025Q2: 5,574 shares; 2025Q3: 5,550 shares; 2025Q4: 5,893 shares; 2026Q1: 6,572 shares; 2026Q2: 5,418 shares 5,418 $448K <0.01% -1,154 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,955 shares; 2024Q4: 5,330 shares; 2025Q1: 5,183 shares; 2025Q2: 5,183 shares; 2025Q3: 6,964 shares; 2025Q4: 6,608 shares; 2026Q1: 8,002 shares; 2026Q2: 6,496 shares 6,496 $444K <0.01% -1,506 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: 20,511 shares; 2024Q4: 18,352 shares; 2025Q1: 14,763 shares; 2025Q2: 13,611 shares; 2025Q3: 12,682 shares; 2025Q4: 14,515 shares; 2026Q1: 15,256 shares; 2026Q2: 10,258 shares 10,258 $434K <0.01% -4,998 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: 1 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 66 shares; 2025Q4: 278 shares; 2026Q1: 400 shares; 2026Q2: 4,244 shares 4,244 $420K <0.01% +3,844 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: not reported; 2026Q1: 9,645 shares; 2026Q2: 9,645 shares 9,645 $418K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 4,700 shares; 2025Q1: 4,700 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 4,700 shares; 2026Q2: 4,700 shares 4,700 $405K <0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 39 shares; 2026Q2: 415 shares 415 $401K <0.01% +376 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 792 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 905 shares; 2026Q2: 1,259 shares 1,259 $400K <0.01% +354 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: 561 shares; 2024Q4: 561 shares; 2025Q1: 322 shares; 2025Q2: 322 shares; 2025Q3: 1,336 shares; 2025Q4: 1,651 shares; 2026Q1: 1,661 shares; 2026Q2: 1,651 shares 1,651 $400K <0.01% -10 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,360 shares; 2024Q4: 16,167 shares; 2025Q1: 11,606 shares; 2025Q2: 10,981 shares; 2025Q3: 10,201 shares; 2025Q4: 9,549 shares; 2026Q1: 9,549 shares; 2026Q2: 5,249 shares 5,249 $393K <0.01% -4,300 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,235 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,609 shares; 2026Q1: 1,431 shares; 2026Q2: 1,584 shares 1,584 $390K <0.01% +153 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 11,146 shares; 2026Q2: 11,146 shares 11,146 $385K <0.01% 0 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: 915 shares; 2024Q4: 915 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares; 2025Q3: 1,329 shares; 2025Q4: 1,744 shares; 2026Q1: 1,872 shares; 2026Q2: 1,460 shares 1,460 $373K <0.01% -412 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79 shares; 2026Q1: 660 shares; 2026Q2: 11,732 shares 11,732 $368K <0.01% +11,072 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS 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: 9,174 shares; 2026Q2: 32,973 shares 32,973 $368K <0.01% +23,799 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: 7,684 shares; 2024Q4: 8,146 shares; 2025Q1: 7,788 shares; 2025Q2: 7,757 shares; 2025Q3: 7,434 shares; 2025Q4: 6,247 shares; 2026Q1: 6,634 shares; 2026Q2: 3,808 shares 3,808 $367K <0.01% -2,826 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 261 shares; 2025Q4: 284 shares; 2026Q1: 435 shares; 2026Q2: 1,202 shares 1,202 $358K <0.01% +767 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: 1,600 shares; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,910 shares; 2025Q3: 1,933 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares; 2026Q2: 1,933 shares 1,933 $358K <0.01% 0 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: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,129 shares; 2025Q2: 1,379 shares; 2025Q3: 1,379 shares; 2025Q4: 1,406 shares; 2026Q1: 2,549 shares; 2026Q2: 4,580 shares 4,580 $355K <0.01% +2,031 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,874 shares; 2024Q4: 2,717 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 3,312 shares; 2025Q4: 3,296 shares; 2026Q1: 3,296 shares; 2026Q2: 2,954 shares 2,954 $346K <0.01% -342 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,188 shares; 2026Q2: 1,606 shares 1,606 $342K <0.01% +418 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 351 shares; 2026Q2: 3,538 shares 3,538 $336K <0.01% +3,187 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,368 shares; 2024Q4: 6,755 shares; 2025Q1: 5,661 shares; 2025Q2: 4,965 shares; 2025Q3: 5,286 shares; 2025Q4: 4,569 shares; 2026Q1: 5,091 shares; 2026Q2: 2,101 shares 2,101 $332K <0.01% -2,990 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,827 shares; 2024Q4: 4,827 shares; 2025Q1: 4,827 shares; 2025Q2: 4,787 shares; 2025Q3: 4,787 shares; 2025Q4: 4,787 shares; 2026Q1: 4,833 shares; 2026Q2: 4,570 shares 4,570 $332K <0.01% -263 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,166 shares; 2025Q1: 2,703 shares; 2025Q2: 3,443 shares; 2025Q3: 2,909 shares; 2025Q4: 2,947 shares; 2026Q1: 2,758 shares; 2026Q2: 1,486 shares 1,486 $328K <0.01% -1,272 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO 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: 5,505 shares; 2026Q2: 19,934 shares 19,934 $320K <0.01% +14,429 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: 343 shares; 2024Q4: 343 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 556 shares; 2026Q1: 562 shares; 2026Q2: 643 shares 643 $318K <0.01% +81 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,688 shares; 2025Q1: 1,839 shares; 2025Q2: 1,617 shares; 2025Q3: 1,497 shares; 2025Q4: 1,488 shares; 2026Q1: 1,488 shares; 2026Q2: 1,004 shares 1,004 $315K <0.01% -484 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: 48,685 shares; 2024Q4: 32,766 shares; 2025Q1: 28,798 shares; 2025Q2: 20,753 shares; 2025Q3: 17,977 shares; 2025Q4: 13,698 shares; 2026Q1: 11,634 shares; 2026Q2: 6,477 shares 6,477 $312K <0.01% -5,157 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: 1,212 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 1,241 shares; 2026Q2: 1,312 shares 1,312 $312K <0.01% +71 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: 1,704 shares; 2024Q4: 1,733 shares; 2025Q1: 1,721 shares; 2025Q2: 1,321 shares; 2025Q3: 1,336 shares; 2025Q4: 1,725 shares; 2026Q1: 1,939 shares; 2026Q2: 2,216 shares 2,216 $310K <0.01% +277 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,024 shares; 2024Q4: 2,937 shares; 2025Q1: 2,778 shares; 2025Q2: 2,688 shares; 2025Q3: 2,723 shares; 2025Q4: 2,773 shares; 2026Q1: 2,839 shares; 2026Q2: 1,314 shares 1,314 $295K <0.01% -1,525 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: 1,465 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,305 shares; 2025Q3: 1,173 shares; 2025Q4: 1,494 shares; 2026Q1: 1,638 shares; 2026Q2: 1,308 shares 1,308 $293K <0.01% -330 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 1,792 shares; 2025Q1: 1,737 shares; 2025Q2: 1,840 shares; 2025Q3: 1,492 shares; 2025Q4: 1,498 shares; 2026Q1: 1,712 shares; 2026Q2: 1,601 shares 1,601 $290K <0.01% -111 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: 532 shares; 2024Q4: 532 shares; 2025Q1: 560 shares; 2025Q2: 610 shares; 2025Q3: 675 shares; 2025Q4: 664 shares; 2026Q1: 672 shares; 2026Q2: 433 shares 433 $275K <0.01% -239 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 1,740 shares; 2025Q3: 1,740 shares; 2025Q4: 1,890 shares; 2026Q1: 2,125 shares; 2026Q2: 630 shares 630 $273K <0.01% -1,495 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,654 shares; 2024Q4: 1,622 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,280 shares; 2026Q1: 1,273 shares; 2026Q2: 917 shares 917 $269K <0.01% -356 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 944 shares; 2026Q2: 9,617 shares 9,617 $258K <0.01% +8,673 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 340 shares; 2026Q2: 1,964 shares 1,964 $258K <0.01% +1,624 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,052 shares; 2024Q4: 5,052 shares; 2025Q1: 5,052 shares; 2025Q2: 5,052 shares; 2025Q3: 5,052 shares; 2025Q4: 5,115 shares; 2026Q1: 5,115 shares; 2026Q2: 5,115 shares 5,115 $258K <0.01% 0 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,356 shares; 2026Q2: 2,251 shares 2,251 $252K <0.01% +895 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 202 shares; 2026Q2: 740 shares 740 $247K <0.01% +538 Timeline MIELY MITSUBISHI ELEC. CORP ADR More: the full row for MITSUBISHI ELEC. CORP ADR 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: 948 shares; 2026Q2: 3,369 shares 3,369 $246K <0.01% +2,421 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 161 shares; 2026Q2: 887 shares 887 $238K <0.01% +726 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,899 shares; 2024Q4: 9,096 shares; 2025Q1: 6,198 shares; 2025Q2: 4,767 shares; 2025Q3: 4,680 shares; 2025Q4: 4,166 shares; 2026Q1: 4,068 shares; 2026Q2: 3,427 shares 3,427 $235K <0.01% -641 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,523 shares; 2024Q4: 8,856 shares; 2025Q1: 8,856 shares; 2025Q2: 10,059 shares; 2025Q3: 10,636 shares; 2025Q4: 12,246 shares; 2026Q1: 12,146 shares; 2026Q2: 10,878 shares 10,878 $229K <0.01% -1,268 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $227K <0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,786 shares; 2024Q4: 1,733 shares; 2025Q1: 1,990 shares; 2025Q2: 2,223 shares; 2025Q3: 2,291 shares; 2025Q4: 2,335 shares; 2026Q1: 2,407 shares; 2026Q2: 1,222 shares 1,222 $226K <0.01% -1,185 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,291 shares; 2024Q4: 6,291 shares; 2025Q1: 5,919 shares; 2025Q2: 5,492 shares; 2025Q3: 5,389 shares; 2025Q4: 5,471 shares; 2026Q1: 5,639 shares; 2026Q2: 5,496 shares 5,496 $226K <0.01% -143 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: 971 shares; 2024Q4: 969 shares; 2025Q1: 969 shares; 2025Q2: 717 shares; 2025Q3: 1,068 shares; 2025Q4: 1,033 shares; 2026Q1: 1,053 shares; 2026Q2: 1,033 shares 1,033 $225K <0.01% -20 Timeline AMKBY A.P. MOLLER-MAERSK A/S UNSPONS More: the full row for A.P. MOLLER-MAERSK A/S UNSPONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,586 shares; 2026Q2: 18,993 shares 18,993 $225K <0.01% +13,407 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 2,784 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,922 shares; 2026Q2: 2,025 shares 2,025 $223K <0.01% -897 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 768 shares; 2024Q4: 723 shares; 2025Q1: 680 shares; 2025Q2: 629 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 574 shares; 2026Q2: 514 shares 514 $219K <0.01% -60 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,289 shares; 2024Q4: 1,704 shares; 2025Q1: 1,598 shares; 2025Q2: 1,759 shares; 2025Q3: 1,701 shares; 2025Q4: 1,973 shares; 2026Q1: 2,200 shares; 2026Q2: 2,100 shares 2,100 $218K <0.01% -100 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: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 828 shares; 2025Q3: 1,021 shares; 2025Q4: 1,067 shares; 2026Q1: 1,193 shares; 2026Q2: 1,082 shares 1,082 $217K <0.01% -111 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 1,780 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares; 2026Q2: 1,780 shares 1,780 $212K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,589 shares 4,589 $210K <0.01% new Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,147 shares; 2025Q2: 9,378 shares; 2025Q3: 9,443 shares; 2025Q4: 10,085 shares; 2026Q1: 10,299 shares; 2026Q2: 9,996 shares 9,996 $207K <0.01% -303 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 925 shares; 2025Q1: 272 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 296 shares; 2026Q1: 561 shares; 2026Q2: 1,013 shares 1,013 $204K <0.01% +452 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,061 shares; 2024Q4: 17,479 shares; 2025Q1: 15,876 shares; 2025Q2: 11,262 shares; 2025Q3: 8,862 shares; 2025Q4: 8,426 shares; 2026Q1: 9,043 shares; 2026Q2: 8,442 shares 8,442 $203K <0.01% -601 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,579 shares; 2024Q4: 14,390 shares; 2025Q1: 12,757 shares; 2025Q2: 13,057 shares; 2025Q3: 11,615 shares; 2025Q4: 13,582 shares; 2026Q1: 14,333 shares; 2026Q2: 8,167 shares 8,167 $200K <0.01% -6,166 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,827 shares; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 2,081 shares; 2026Q1: 2,340 shares; 2026Q2: 2,727 shares 2,727 $200K <0.01% +387 Timeline ADRNY KONINKLIJKE AHOLD DELHAIZE N.V More: the full row for KONINKLIJKE AHOLD DELHAIZE N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,298 shares; 2026Q2: 4,776 shares 4,776 $192K <0.01% +3,478 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: 9,412 shares; 2024Q4: 9,012 shares; 2025Q1: 7,378 shares; 2025Q2: 7,348 shares; 2025Q3: 6,465 shares; 2025Q4: 6,959 shares; 2026Q1: 7,240 shares; 2026Q2: 2,009 shares 2,009 $192K <0.01% -5,231 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,636 shares; 2024Q4: 7,928 shares; 2025Q1: 7,928 shares; 2025Q2: 9,163 shares; 2025Q3: 9,457 shares; 2025Q4: 9,536 shares; 2026Q1: 9,431 shares; 2026Q2: 9,125 shares 9,125 $187K <0.01% -306 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: 208 shares; 2024Q4: 416 shares; 2025Q1: 226 shares; 2025Q2: 201 shares; 2025Q3: 284 shares; 2025Q4: 297 shares; 2026Q1: 430 shares; 2026Q2: 544 shares 544 $186K <0.01% +114 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 260 shares; 2025Q1: 268 shares; 2025Q2: 267 shares; 2025Q3: 267 shares; 2025Q4: 271 shares; 2026Q1: 271 shares; 2026Q2: 241 shares 241 $182K <0.01% -30 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: 819 shares 819 $181K <0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 547 shares; 2024Q4: 547 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 616 shares; 2026Q1: 1,002 shares; 2026Q2: 1,242 shares 1,242 $180K <0.01% +240 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 423 shares; 2026Q1: 493 shares; 2026Q2: 560 shares 560 $176K <0.01% +67 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,057 shares; 2025Q4: 1,104 shares; 2026Q1: 1,090 shares; 2026Q2: 926 shares 926 $176K <0.01% -164 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 86 shares; 2025Q4: 429 shares; 2026Q1: 429 shares; 2026Q2: 429 shares 429 $176K <0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 240 shares; 2025Q3: 321 shares; 2025Q4: 330 shares; 2026Q1: 559 shares; 2026Q2: 1,742 shares 1,742 $175K <0.01% +1,183 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR 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: 234 shares; 2026Q2: 854 shares 854 $173K <0.01% +620 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK 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: 1,051 shares; 2026Q2: 1,051 shares 1,051 $171K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA 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: 854 shares; 2026Q2: 3,648 shares 3,648 $171K <0.01% +2,794 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510 shares; 2024Q4: 360 shares; 2025Q1: 437 shares; 2025Q2: 654 shares; 2025Q3: 732 shares; 2025Q4: 732 shares; 2026Q1: 832 shares; 2026Q2: 655 shares 655 $171K <0.01% -177 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 136 shares; 2026Q2: 684 shares 684 $168K <0.01% +548 Timeline CAJPY CANON INC ADS (1 SH COM) More: the full row for CANON INC ADS (1 SH COM) 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: 1,705 shares; 2026Q2: 6,538 shares 6,538 $168K <0.01% +4,833 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 991 shares; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 666 shares; 2025Q3: 645 shares; 2025Q4: 607 shares; 2026Q1: 758 shares; 2026Q2: 1,274 shares 1,274 $166K <0.01% +516 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: 1,226 shares; 2024Q4: 1,222 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 957 shares; 2026Q2: 1,021 shares 1,021 $165K <0.01% +64 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 280 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 14 shares; 2026Q1: 102 shares; 2026Q2: 692 shares 692 $165K <0.01% +590 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,449 shares; 2025Q3: 7,449 shares; 2025Q4: 4,694 shares; 2026Q1: 4,694 shares; 2026Q2: 4,766 shares 4,766 $164K <0.01% +72 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,384 shares; 2024Q4: 20,504 shares; 2025Q1: 21,551 shares; 2025Q2: 22,572 shares; 2025Q3: 24,255 shares; 2025Q4: 11,879 shares; 2026Q1: 19,382 shares; 2026Q2: 6,934 shares 6,934 $163K <0.01% -12,448 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,694 shares; 2024Q4: 32,335 shares; 2025Q1: 34,009 shares; 2025Q2: 34,337 shares; 2025Q3: 35,161 shares; 2025Q4: 20,004 shares; 2026Q1: 27,456 shares; 2026Q2: 6,875 shares 6,875 $163K <0.01% -20,581 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: 690 shares; 2024Q4: 699 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 584 shares; 2025Q4: 596 shares; 2026Q1: 596 shares; 2026Q2: 587 shares 587 $162K <0.01% -9 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,122 shares; 2024Q4: 6,113 shares; 2025Q1: 3,511 shares; 2025Q2: 2,322 shares; 2025Q3: 2,728 shares; 2025Q4: 2,088 shares; 2026Q1: 2,144 shares; 2026Q2: 1,578 shares 1,578 $161K <0.01% -566 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: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,258 shares; 2025Q2: 3,466 shares; 2025Q3: 2,134 shares; 2025Q4: 2,105 shares; 2026Q1: 2,306 shares; 2026Q2: 2,216 shares 2,216 $160K <0.01% -90 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 1,477 shares; 2025Q1: 1,564 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 587 shares; 2026Q1: 1,531 shares; 2026Q2: 4,312 shares 4,312 $159K <0.01% +2,781 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: 450 shares; 2025Q1: 450 shares; 2025Q2: 1,034 shares; 2025Q3: 586 shares; 2025Q4: 1,033 shares; 2026Q1: 923 shares; 2026Q2: 1,359 shares 1,359 $159K <0.01% +436 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 2,545 shares; 2025Q2: 1,914 shares; 2025Q3: 1,890 shares; 2025Q4: 2,518 shares; 2026Q1: 3,049 shares; 2026Q2: 2,729 shares 2,729 $157K <0.01% -320 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: 542 shares; 2025Q4: 645 shares; 2026Q1: 897 shares; 2026Q2: 1,678 shares 1,678 $157K <0.01% +781 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 213 shares; 2026Q1: 304 shares; 2026Q2: 467 shares 467 $154K <0.01% +163 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 1,075 shares; 2026Q1: 875 shares; 2026Q2: 800 shares 800 $153K <0.01% -75 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: 18 shares; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 159 shares; 2025Q3: 312 shares; 2025Q4: 329 shares; 2026Q1: 311 shares; 2026Q2: 319 shares 319 $152K <0.01% +8 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,673 shares; 2025Q4: 1,526 shares; 2026Q1: 1,556 shares; 2026Q2: 2,012 shares 2,012 $152K <0.01% +456 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,048 shares; 2024Q4: 1,539 shares; 2025Q1: 1,639 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,574 shares; 2026Q1: 1,558 shares; 2026Q2: 1,815 shares 1,815 $152K <0.01% +257 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 1,546 shares; 2025Q1: 1,264 shares; 2025Q2: 1,489 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,414 shares; 2026Q2: 914 shares 914 $150K <0.01% -500 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,033 shares; 2025Q1: 1,103 shares; 2025Q2: 728 shares; 2025Q3: 361 shares; 2025Q4: 678 shares; 2026Q1: 682 shares; 2026Q2: 478 shares 478 $150K <0.01% -204 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,660 shares 3,660 $149K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 77 shares; 2025Q3: 70 shares; 2025Q4: 85 shares; 2026Q1: 175 shares; 2026Q2: 372 shares 372 $148K <0.01% +197 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,577 shares; 2024Q4: 1,554 shares; 2025Q1: 1,991 shares; 2025Q2: 1,971 shares; 2025Q3: 2,222 shares; 2025Q4: 1,985 shares; 2026Q1: 1,718 shares; 2026Q2: 925 shares 925 $147K <0.01% -793 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,965 shares; 2024Q4: 11,508 shares; 2025Q1: 11,848 shares; 2025Q2: 12,146 shares; 2025Q3: 12,507 shares; 2025Q4: 10,502 shares; 2026Q1: 13,479 shares; 2026Q2: 10,546 shares 10,546 $147K <0.01% -2,933 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO 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: 271 shares; 2026Q1: 1,464 shares; 2026Q2: 3,219 shares 3,219 $145K <0.01% +1,755 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 5 shares; 2026Q1: 30 shares; 2026Q2: 109 shares 109 $145K <0.01% +79 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: 4,263 shares; 2024Q4: 4,263 shares; 2025Q1: 4,263 shares; 2025Q2: 4,263 shares; 2025Q3: 4,263 shares; 2025Q4: 4,182 shares; 2026Q1: 4,182 shares; 2026Q2: 629 shares 629 $143K <0.01% -3,553 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,279 shares; 2026Q2: 1,652 shares 1,652 $143K <0.01% +373 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: 4,605 shares; 2024Q4: 2,963 shares; 2025Q1: 1,046 shares; 2025Q2: 710 shares; 2025Q3: 761 shares; 2025Q4: 710 shares; 2026Q1: 710 shares; 2026Q2: 710 shares 710 $142K <0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 972 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares; 2026Q2: 4,898 shares 4,898 $142K <0.01% -2,842 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29 shares; 2025Q3: 801 shares; 2025Q4: 512 shares; 2026Q1: 470 shares; 2026Q2: 470 shares 470 $141K <0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539 shares; 2024Q4: 533 shares; 2025Q1: 572 shares; 2025Q2: 657 shares; 2025Q3: 674 shares; 2025Q4: 705 shares; 2026Q1: 829 shares; 2026Q2: 890 shares 890 $140K <0.01% +61 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 31 shares; 2026Q1: 401 shares; 2026Q2: 1,025 shares 1,025 $138K <0.01% +624 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: 3,672 shares; 2024Q4: 4,499 shares; 2025Q1: 3,010 shares; 2025Q2: 2,930 shares; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares; 2026Q1: 2,930 shares; 2026Q2: 2,550 shares 2,550 $137K <0.01% -380 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,475 shares; 2024Q4: 5,686 shares; 2025Q1: 5,876 shares; 2025Q2: 5,876 shares; 2025Q3: 5,471 shares; 2025Q4: 5,471 shares; 2026Q1: 5,306 shares; 2026Q2: 3,286 shares 3,286 $136K <0.01% -2,020 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 692 shares; 2026Q1: 692 shares; 2026Q2: 3,015 shares 3,015 $136K <0.01% +2,323 Timeline CICHY China Construction Bank Corpor More: the full row for China Construction Bank Corpor 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: 1,773 shares; 2026Q2: 6,597 shares 6,597 $136K <0.01% +4,824 Timeline BKMI BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,086 shares 5,086 $134K <0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: not reported; 2025Q4: 48 shares; 2026Q1: 221 shares; 2026Q2: 2,154 shares 2,154 $134K <0.01% +1,933 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,143 shares; 2024Q4: 6,142 shares; 2025Q1: 4,387 shares; 2025Q2: 4,387 shares; 2025Q3: 6,388 shares; 2025Q4: 5,048 shares; 2026Q1: 5,452 shares; 2026Q2: 2,865 shares 2,865 $134K <0.01% -2,587 Timeline SPHY 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: 13 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,697 shares 5,697 $134K <0.01% new Timeline SGAPY Singapore Telecommunications L More: the full row for Singapore Telecommunications L 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: 970 shares; 2026Q2: 3,854 shares 3,854 $132K <0.01% +2,884 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 1,144 shares; 2025Q1: 1,144 shares; 2025Q2: 1,144 shares; 2025Q3: 1,144 shares; 2025Q4: 1,193 shares; 2026Q1: 1,016 shares; 2026Q2: 1,705 shares 1,705 $131K <0.01% +689 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 638 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 674 shares; 2026Q2: 1,117 shares 1,117 $131K <0.01% +443 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 483 shares; 2025Q1: 283 shares; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 399 shares; 2026Q1: 490 shares; 2026Q2: 775 shares 775 $131K <0.01% +285 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,233 shares; 2024Q4: 3,071 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 3,122 shares; 2026Q1: 3,177 shares; 2026Q2: 3,548 shares 3,548 $129K <0.01% +371 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 905 shares; 2024Q4: 766 shares; 2025Q1: 766 shares; 2025Q2: 675 shares; 2025Q3: 487 shares; 2025Q4: 1,039 shares; 2026Q1: 801 shares; 2026Q2: 1,522 shares 1,522 $129K <0.01% +721 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,616 shares; 2025Q4: 6,445 shares; 2026Q1: 4,829 shares; 2026Q2: 4,352 shares 4,352 $128K <0.01% -477 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 26 shares; 2026Q1: 147 shares; 2026Q2: 685 shares 685 $126K <0.01% +538 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR 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: 86 shares; 2026Q2: 1,228 shares 1,228 $126K <0.01% +1,142 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 852 shares; 2025Q4: 852 shares; 2026Q1: 970 shares; 2026Q2: 1,106 shares 1,106 $125K <0.01% +136 Timeline VETZ TIDAL TRUST I More: the full row for TIDAL TRUST 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: 6,250 shares; 2026Q2: 6,250 shares 6,250 $124K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 63 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 80 shares; 2026Q2: 297 shares 297 $124K <0.01% +217 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 82 shares; 2026Q2: 481 shares 481 $122K <0.01% +399 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 559 shares; 2025Q2: 559 shares; 2025Q3: 539 shares; 2025Q4: 564 shares; 2026Q1: 744 shares; 2026Q2: 714 shares 714 $121K <0.01% -30 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 348 shares; 2026Q2: 579 shares 579 $121K <0.01% +231 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,538 shares; 2025Q2: 1,378 shares; 2025Q3: 1,378 shares; 2025Q4: 1,262 shares; 2026Q1: 1,701 shares; 2026Q2: 2,781 shares 2,781 $120K <0.01% +1,080 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 reported; 2024Q4: not reported; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 111 shares; 2025Q4: 119 shares; 2026Q1: 139 shares; 2026Q2: 457 shares 457 $119K <0.01% +318 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE 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: 793 shares; 2026Q2: 793 shares 793 $119K <0.01% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 952 shares; 2026Q1: 952 shares; 2026Q2: 952 shares 952 $119K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 27 shares; 2026Q1: 345 shares; 2026Q2: 1,110 shares 1,110 $119K <0.01% +765 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: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 140 shares; 2026Q1: 474 shares; 2026Q2: 772 shares 772 $117K <0.01% +298 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,854 shares; 2025Q3: 2,854 shares; 2025Q4: 2,854 shares; 2026Q1: 2,854 shares; 2026Q2: 2,854 shares 2,854 $117K <0.01% 0 Timeline ENGIY ENGIE (FRANCE) More: the full row for ENGIE (FRANCE) 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: 1,130 shares; 2026Q2: 3,674 shares 3,674 $116K <0.01% +2,544 Timeline MGV 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: 706 shares; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 706 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 706 shares; 2026Q2: 706 shares 706 $115K <0.01% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L 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: 266 shares; 2026Q2: 1,807 shares 1,807 $114K <0.01% +1,541 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 416 shares; 2026Q1: 692 shares; 2026Q2: 2,368 shares 2,368 $114K <0.01% +1,676 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 966 shares; 2024Q4: 966 shares; 2025Q1: 885 shares; 2025Q2: 909 shares; 2025Q3: 835 shares; 2025Q4: 873 shares; 2026Q1: 1,024 shares; 2026Q2: 1,098 shares 1,098 $114K <0.01% +74 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 14 shares; 2026Q2: 157 shares 157 $113K <0.01% +143 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: 1,325 shares; 2024Q4: 866 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 685 shares; 2025Q4: 648 shares; 2026Q1: 648 shares; 2026Q2: 531 shares 531 $113K <0.01% -117 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,420 shares; 2025Q1: 4,420 shares; 2025Q2: 4,420 shares; 2025Q3: 4,420 shares; 2025Q4: 4,420 shares; 2026Q1: 4,420 shares; 2026Q2: 4,420 shares 4,420 $113K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 852 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 738 shares; 2026Q1: 756 shares; 2026Q2: 738 shares 738 $112K <0.01% -18 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 76 shares; 2026Q1: 110 shares; 2026Q2: 193 shares 193 $111K <0.01% +83 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: 2,803 shares; 2024Q4: 2,803 shares; 2025Q1: 2,803 shares; 2025Q2: 2,803 shares; 2025Q3: 2,803 shares; 2025Q4: 2,839 shares; 2026Q1: 2,861 shares; 2026Q2: 498 shares 498 $111K <0.01% -2,363 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 3,885 shares 3,885 $111K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 17 shares; 2026Q1: 25 shares; 2026Q2: 97 shares 97 $110K <0.01% +72 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 273 shares; 2026Q1: 273 shares; 2026Q2: 168 shares 168 $110K <0.01% -105 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares; 2026Q2: 584 shares 584 $109K <0.01% +559 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,137 shares 2,137 $109K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 20 shares; 2026Q1: 167 shares; 2026Q2: 607 shares 607 $109K <0.01% +440 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44 shares; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares; 2026Q2: 1,726 shares 1,726 $108K <0.01% 0 Timeline TOELY Tokyo Electron Ltd Unsponsored More: the full row for Tokyo Electron Ltd Unsponsored 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: 55 shares; 2026Q2: 443 shares 443 $108K <0.01% +388 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: 805 shares; 2024Q4: 805 shares; 2025Q1: 827 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 863 shares; 2026Q1: 954 shares; 2026Q2: 252 shares 252 $107K <0.01% -702 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55 shares; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 578 shares; 2026Q1: 948 shares; 2026Q2: 1,159 shares 1,159 $107K <0.01% +211 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: 156 shares; 2026Q1: 486 shares; 2026Q2: 605 shares 605 $107K <0.01% +119 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 326 shares; 2025Q2: 326 shares; 2025Q3: 276 shares; 2025Q4: 207 shares; 2026Q1: 294 shares; 2026Q2: 216 shares 216 $106K <0.01% -78 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 100 shares; 2025Q4: 114 shares; 2026Q1: 281 shares; 2026Q2: 795 shares 795 $106K <0.01% +514 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 1,097 shares; 2026Q1: 1,097 shares; 2026Q2: 1,097 shares 1,097 $105K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 916 shares; 2025Q3: 2,160 shares; 2025Q4: 2,160 shares; 2026Q1: 2,160 shares; 2026Q2: 2,160 shares 2,160 $105K <0.01% 0 Timeline NTTYY NTT, INC. AMERICAN DEPOSITARY More: the full row for NTT, INC. AMERICAN DEPOSITARY 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: 1,196 shares; 2026Q2: 4,721 shares 4,721 $105K <0.01% +3,525 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares; 2026Q2: 5,937 shares 5,937 $105K <0.01% +5,174 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 808 shares; 2024Q4: 1,616 shares; 2025Q1: 1,094 shares; 2025Q2: 1,094 shares; 2025Q3: 1,094 shares; 2025Q4: 1,094 shares; 2026Q1: 1,230 shares; 2026Q2: 901 shares 901 $103K <0.01% -329 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 334 shares; 2025Q2: 634 shares; 2025Q3: 384 shares; 2025Q4: 665 shares; 2026Q1: 672 shares; 2026Q2: 710 shares 710 $102K <0.01% +38 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares; 2026Q2: 745 shares 745 $101K <0.01% +522 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 174 shares; 2026Q2: 553 shares 553 $101K <0.01% +379 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 596 shares; 2025Q3: 229 shares; 2025Q4: 255 shares; 2026Q1: 407 shares; 2026Q2: 898 shares 898 $99.3K <0.01% +491 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,412 shares; 2024Q4: 6,572 shares; 2025Q1: 5,308 shares; 2025Q2: 3,474 shares; 2025Q3: 2,624 shares; 2025Q4: 2,749 shares; 2026Q1: 2,749 shares; 2026Q2: 1,995 shares 1,995 $99.2K <0.01% -754 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 503 shares; 2025Q2: 496 shares; 2025Q3: 496 shares; 2025Q4: 499 shares; 2026Q1: 499 shares; 2026Q2: 209 shares 209 $96.8K <0.01% -290 Timeline XMMO 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: 506 shares; 2024Q4: 658 shares; 2025Q1: 1,074 shares; 2025Q2: 1,074 shares; 2025Q3: 1,074 shares; 2025Q4: 1,074 shares; 2026Q1: 1,149 shares; 2026Q2: 568 shares 568 $96.6K <0.01% -581 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 27 shares; 2026Q1: 161 shares; 2026Q2: 585 shares 585 $95.3K <0.01% +424 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,835 shares; 2025Q3: 3,835 shares; 2025Q4: 3,835 shares; 2026Q1: 3,835 shares; 2026Q2: 3,835 shares 3,835 $95.2K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 10 shares; 2026Q1: 38 shares; 2026Q2: 464 shares 464 $95.1K <0.01% +426 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 3,256 shares; 2025Q1: 3,256 shares; 2025Q2: 3,256 shares; 2025Q3: 3,256 shares; 2025Q4: 4,404 shares; 2026Q1: 4,331 shares; 2026Q2: 923 shares 923 $95K <0.01% -3,408 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 1,041 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,130 shares; 2026Q2: 648 shares 648 $94.8K <0.01% -482 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 17 shares; 2026Q1: 179 shares; 2026Q2: 706 shares 706 $93.8K <0.01% +527 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 206 shares; 2025Q2: 206 shares; 2025Q3: 206 shares; 2025Q4: 226 shares; 2026Q1: 301 shares; 2026Q2: 230 shares 230 $93.7K <0.01% -71 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 17 shares; 2025Q4: 19 shares; 2026Q1: 23 shares; 2026Q2: 67 shares 67 $92.7K <0.01% +44 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: 1,357 shares; 2024Q4: 1,328 shares; 2025Q1: 1,233 shares; 2025Q2: 696 shares; 2025Q3: 696 shares; 2025Q4: 704 shares; 2026Q1: 818 shares; 2026Q2: 415 shares 415 $92.5K <0.01% -403 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 466 shares; 2025Q3: 466 shares; 2025Q4: 636 shares; 2026Q1: 597 shares; 2026Q2: 466 shares 466 $92.1K <0.01% -131 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: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 969 shares; 2026Q1: 1,040 shares; 2026Q2: 1,646 shares 1,646 $91.4K <0.01% +606 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 398 shares; 2026Q2: 546 shares 546 $89.2K <0.01% +148 Timeline IDCBY Industrial & Commercial Bank o More: the full row for Industrial & Commercial Bank o 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: 1,478 shares; 2026Q2: 5,329 shares 5,329 $89.1K <0.01% +3,851 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 11 shares; 2026Q2: 184 shares 184 $89K <0.01% +173 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS 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: 1,766 shares; 2026Q1: 1,766 shares; 2026Q2: 1,766 shares 1,766 $89K <0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 689 shares 689 $88.3K <0.01% new Timeline HENKY HENKEL AG AND CO KGAA SPONSORE More: the full row for HENKEL AG AND CO KGAA SPONSORE 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: 1,045 shares; 2026Q2: 4,409 shares 4,409 $86.9K <0.01% +3,364 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 329 shares; 2025Q3: 329 shares; 2025Q4: 329 shares; 2026Q1: 365 shares; 2026Q2: 14,837 shares 14,837 $86.5K <0.01% +14,472 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 453 shares; 2026Q2: 1,031 shares 1,031 $85.9K <0.01% +578 Timeline BNPQY BNP PARIBAS SPONS ADR More: the full row for BNP PARIBAS SPONS ADR 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: 259 shares; 2026Q2: 1,470 shares 1,470 $85.7K <0.01% +1,211 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 36 shares; 2026Q1: 126 shares; 2026Q2: 502 shares 502 $85.4K <0.01% +376 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 65 shares; 2026Q2: 4,272 shares 4,272 $85K <0.01% +4,207 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,812 shares; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 2,812 shares; 2026Q2: 2,812 shares 2,812 $84.8K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17 shares; 2026Q2: 241 shares 241 $84.4K <0.01% +224 Timeline BHKLY BOC HONG KONG (HLDGS) LTD SPON More: the full row for BOC HONG KONG (HLDGS) LTD SPON 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: 189 shares; 2026Q2: 737 shares 737 $83.8K <0.01% +548 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: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,320 shares; 2026Q1: 2,433 shares; 2026Q2: 913 shares 913 $83.3K <0.01% -1,520 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 25 shares; 2026Q2: 158 shares 158 $83.2K <0.01% +133 Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS 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: 6,588 shares; 2026Q2: 6,258 shares 6,258 $83K <0.01% -330 Timeline FJTSY FUJITSU LTD ADR (5 COM) More: the full row for FUJITSU LTD ADR (5 COM) 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: 1,086 shares; 2026Q2: 4,149 shares 4,149 $82.4K <0.01% +3,063 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 83 shares; 2026Q2: 422 shares 422 $81.5K <0.01% +339 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 549 shares; 2026Q1: 619 shares; 2026Q2: 5,875 shares 5,875 $81.1K <0.01% +5,256 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,419 shares; 2024Q4: 30,548 shares; 2025Q1: 57,593 shares; 2025Q2: 57,914 shares; 2025Q3: 58,814 shares; 2025Q4: 45,272 shares; 2026Q1: 26,202 shares; 2026Q2: 3,443 shares 3,443 $81.1K <0.01% -22,759 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 448 shares; 2025Q3: 448 shares; 2025Q4: 485 shares; 2026Q1: 575 shares; 2026Q2: 1,132 shares 1,132 $81.1K <0.01% +557 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 2,494 shares; 2026Q1: 1,870 shares; 2026Q2: 2,219 shares 2,219 $80.2K <0.01% +349 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 98 shares; 2026Q2: 1,613 shares 1,613 $79.9K <0.01% +1,515 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 102 shares; 2026Q1: 345 shares; 2026Q2: 583 shares 583 $79K <0.01% +238 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 46 shares 46 $78.1K <0.01% -6 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 1,760 shares; 2026Q2: 2,852 shares 2,852 $77.6K <0.01% +1,092 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 795 shares; 2026Q1: 1,130 shares; 2026Q2: 567 shares 567 $77.6K <0.01% -563 Timeline NVMI NOVA LTD More: the full row for NOVA 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: 74 shares; 2026Q2: 142 shares 142 $77.1K <0.01% +68 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 181 shares; 2026Q1: 418 shares; 2026Q2: 997 shares 997 $75.8K <0.01% +579 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,475 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares; 2026Q2: 1,208 shares 1,208 $75.8K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,349 shares; 2025Q3: 1,349 shares; 2025Q4: 849 shares; 2026Q1: 849 shares; 2026Q2: 849 shares 849 $75.2K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 446 shares; 2026Q1: 488 shares; 2026Q2: 1,217 shares 1,217 $75.2K <0.01% +729 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 997 shares 997 $74.7K <0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares; 2026Q2: 1,158 shares 1,158 $73.9K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28 shares; 2025Q2: 667 shares; 2025Q3: 720 shares; 2025Q4: 640 shares; 2026Q1: 798 shares; 2026Q2: 626 shares 626 $73.7K <0.01% -172 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 52 shares; 2026Q2: 611 shares 611 $73.4K <0.01% +559 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6 shares; 2026Q1: 34 shares; 2026Q2: 131 shares 131 $73.4K <0.01% +97 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: 494 shares; 2024Q4: 494 shares; 2025Q1: 449 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares; 2026Q2: 408 shares 408 $72.9K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 87 shares; 2025Q4: 93 shares; 2026Q1: 113 shares; 2026Q2: 257 shares 257 $72.7K <0.01% +144 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 352 shares; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 176 shares; 2026Q2: 305 shares 305 $72.6K <0.01% +129 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 18 shares; 2026Q1: 218 shares; 2026Q2: 952 shares 952 $72.4K <0.01% +734 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,853 shares 2,853 $71.9K <0.01% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 303 shares; 2026Q2: 768 shares 768 $71.7K <0.01% +465 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,655 shares; 2025Q1: 3,567 shares; 2025Q2: 3,567 shares; 2025Q3: 3,567 shares; 2025Q4: 3,567 shares; 2026Q1: 3,658 shares; 2026Q2: 1,195 shares 1,195 $71.1K <0.01% -2,463 Timeline AEBI AEBI SCHMIDT HLDG AG More: the full row for AEBI SCHMIDT HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,653 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares; 2026Q2: 5,653 shares 5,653 $70.9K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 179 shares; 2025Q2: 138 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 234 shares; 2026Q2: 1,270 shares 1,270 $70.5K <0.01% +1,036 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 8 shares; 2026Q1: 76 shares; 2026Q2: 595 shares 595 $70.4K <0.01% +519 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR 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: 111 shares; 2026Q2: 267 shares 267 $69.6K <0.01% +156 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39 shares; 2026Q1: 170 shares; 2026Q2: 506 shares 506 $69.5K <0.01% +336 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 124 shares; 2026Q2: 266 shares 266 $68.6K <0.01% +142 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9 shares; 2025Q2: 36 shares; 2025Q3: 63 shares; 2025Q4: 77 shares; 2026Q1: 77 shares; 2026Q2: 71 shares 71 $68.3K <0.01% -6 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $68.2K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 21 shares; 2026Q1: 63 shares; 2026Q2: 743 shares 743 $67.2K <0.01% +680 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $67K <0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 110 shares; 2026Q1: 313 shares; 2026Q2: 1,567 shares 1,567 $66.9K <0.01% +1,254 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 351 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 366 shares; 2026Q1: 366 shares; 2026Q2: 1,395 shares 1,395 $66.9K <0.01% +1,029 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,742 shares; 2024Q4: 4,718 shares; 2025Q1: 5,928 shares; 2025Q2: 5,217 shares; 2025Q3: 4,228 shares; 2025Q4: 4,129 shares; 2026Q1: 2,329 shares; 2026Q2: 1,975 shares 1,975 $66.8K <0.01% -354 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares; 2026Q1: 613 shares; 2026Q2: 802 shares 802 $66.5K <0.01% +189 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47 shares; 2025Q2: 47 shares; 2025Q3: 47 shares; 2025Q4: 180 shares; 2026Q1: 391 shares; 2026Q2: 452 shares 452 $66.1K <0.01% +61 Timeline SOMLY SECOM LTD ADR More: the full row for SECOM LTD ADR 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: 1,822 shares; 2026Q2: 6,643 shares 6,643 $66K <0.01% +4,821 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37 shares; 2026Q1: 59 shares; 2026Q2: 257 shares 257 $65.7K <0.01% +198 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $64.4K <0.01% 0 Timeline RYCEY ROLLS ROYCE HLDNGS PLC SPONS A More: the full row for ROLLS ROYCE HLDNGS PLC SPONS A 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: 32 shares; 2026Q2: 3,331 shares 3,331 $64.1K <0.01% +3,299 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 128 shares; 2025Q4: 133 shares; 2026Q1: 88 shares; 2026Q2: 170 shares 170 $63.8K <0.01% +82 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 reported; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 231 shares; 2026Q1: 517 shares; 2026Q2: 884 shares 884 $63.8K <0.01% +367 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 158 shares; 2026Q1: 196 shares; 2026Q2: 733 shares 733 $63.7K <0.01% +537 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 11 shares; 2026Q1: 24 shares; 2026Q2: 237 shares 237 $63.5K <0.01% +213 Timeline IEUR 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: 695 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 842 shares; 2026Q1: 842 shares; 2026Q2: 842 shares 842 $63.3K <0.01% 0 Timeline HERD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,314 shares; 2024Q4: 2,314 shares; 2025Q1: 2,314 shares; 2025Q2: 2,314 shares; 2025Q3: 2,314 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,314 shares 1,314 $61.8K <0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 136 shares; 2026Q2: 185 shares 185 $61.1K <0.01% +49 Timeline HOCPY HOYA CORP SPONSORED ADR (JAPAN More: the full row for HOYA CORP SPONSORED ADR (JAPAN 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: 23 shares; 2026Q2: 379 shares 379 $61.1K <0.01% +356 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: 323 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 239 shares; 2025Q4: 2,401 shares; 2026Q1: 3,599 shares; 2026Q2: 2,282 shares 2,282 $60.8K <0.01% -1,317 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,922 shares; 2025Q4: 1,189 shares; 2026Q1: 602 shares; 2026Q2: 2,174 shares 2,174 $60.2K <0.01% +1,572 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 10 shares; 2026Q1: 19 shares; 2026Q2: 151 shares 151 $60.1K <0.01% +132 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: not reported; 2024Q4: not reported; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 126 shares; 2026Q1: 261 shares; 2026Q2: 804 shares 804 $59.9K <0.01% +543 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 324 shares; 2026Q2: 652 shares 652 $59.8K <0.01% +328 Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 9 shares; 2026Q2: 902 shares 902 $59.4K <0.01% +893 Timeline EDU NEW ORIENTAL ED & TECHNOLOGY More: the full row for NEW ORIENTAL ED & TECHNOLOGY 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: 429 shares; 2026Q2: 1,290 shares 1,290 $59.2K <0.01% +861 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 366 shares; 2025Q3: 1,319 shares; 2025Q4: 536 shares; 2026Q1: 536 shares; 2026Q2: 536 shares 536 $59.1K <0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER 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: 124 shares; 2026Q2: 263 shares 263 $59K <0.01% +139 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 17 shares; 2026Q1: 114 shares; 2026Q2: 385 shares 385 $58.5K <0.01% +271 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 106 shares; 2026Q2: 243 shares 243 $58.2K <0.01% +137 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT 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: 677 shares 677 $58K <0.01% new Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares; 2026Q2: 550 shares 550 $57.7K <0.01% +520 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 255 shares; 2026Q2: 378 shares 378 $57.2K <0.01% +123 Timeline QTEC 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $56.9K <0.01% 0 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: 333 shares 333 $56.9K <0.01% new Timeline TKOMY Tokio Marine Holdings, Inc. Sp More: the full row for Tokio Marine Holdings, Inc. Sp 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: 250 shares; 2026Q2: 1,257 shares 1,257 $55.7K <0.01% +1,007 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 361 shares; 2025Q4: 388 shares; 2026Q1: 690 shares; 2026Q2: 554 shares 554 $55.5K <0.01% -136 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 410 shares; 2026Q1: 374 shares; 2026Q2: 1,343 shares 1,343 $55.5K <0.01% +969 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 1,227 shares; 2026Q2: 1,043 shares 1,043 $55.5K <0.01% -184 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10 shares; 2026Q2: 183 shares 183 $55.4K <0.01% +173 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 304 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 342 shares; 2026Q2: 227 shares 227 $54.9K <0.01% -115 Timeline FFDF FFD FINL CORP More: the full row for FFD 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: not reported; 2026Q2: 1,217 shares 1,217 $54.8K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 371 shares; 2026Q1: 371 shares; 2026Q2: 216 shares 216 $54.4K <0.01% -155 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $54.1K <0.01% 0 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,067 shares; 2024Q4: 4,185 shares; 2025Q1: 4,226 shares; 2025Q2: 5,235 shares; 2025Q3: 6,027 shares; 2025Q4: 6,047 shares; 2026Q1: 6,047 shares; 2026Q2: 2,150 shares 2,150 $54.1K <0.01% -3,897 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 4,274 shares; 2025Q1: 4,196 shares; 2025Q2: 5,194 shares; 2025Q3: 5,931 shares; 2025Q4: 5,950 shares; 2026Q1: 5,510 shares; 2026Q2: 2,085 shares 2,085 $53.8K <0.01% -3,425 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 20 shares; 2026Q1: 24 shares; 2026Q2: 319 shares 319 $53.7K <0.01% +295 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 61 shares; 2026Q2: 234 shares 234 $53.7K <0.01% +173 Timeline HDV 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: 55 shares; 2025Q2: not reported; 2025Q3: 390 shares; 2025Q4: 390 shares; 2026Q1: 390 shares; 2026Q2: 1,950 shares 1,950 $53.5K <0.01% +1,560 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: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares; 2025Q3: 262 shares; 2025Q4: 314 shares; 2026Q1: 347 shares; 2026Q2: 734 shares 734 $53K <0.01% +387 Timeline TTNDY TECHTRONIC INDS LTD SP ADR More: the full row for TECHTRONIC INDS LTD SP ADR 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: 144 shares; 2026Q2: 633 shares 633 $53K <0.01% +489 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 681 shares; 2026Q2: 1,239 shares 1,239 $52.8K <0.01% +558 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 1,135 shares; 2025Q1: 1,183 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,093 shares; 2026Q1: 1,178 shares; 2026Q2: 670 shares 670 $52.8K <0.01% -508 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $52.4K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 27 shares; 2026Q1: 56 shares; 2026Q2: 553 shares 553 $52.3K <0.01% +497 Timeline RCRUY RECRUIT HLDGS CO LTD (JAPAN) More: the full row for RECRUIT HLDGS CO LTD (JAPAN) 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: 643 shares; 2026Q2: 3,712 shares 3,712 $51.7K <0.01% +3,069 Timeline GDX 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: 680 shares; 2025Q3: 985 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $51.3K <0.01% 0 Timeline DTEGY DEUTSCHE TELEKOM AG SPONSORED More: the full row for DEUTSCHE TELEKOM AG SPONSORED 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: 265 shares; 2026Q2: 1,857 shares 1,857 $50.7K <0.01% +1,592 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 26 shares; 2026Q1: 268 shares; 2026Q2: 558 shares 558 $50.5K <0.01% +290 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 reported; 2024Q4: not reported; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 321 shares; 2025Q4: 374 shares; 2026Q1: 253 shares; 2026Q2: 229 shares 229 $50.2K <0.01% -24 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 102 shares; 2025Q1: 106 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 106 shares; 2026Q1: 189 shares; 2026Q2: 245 shares 245 $50.2K <0.01% +56 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,566 shares; 2024Q4: 4,146 shares; 2025Q1: 14,291 shares; 2025Q2: 5,224 shares; 2025Q3: 9,965 shares; 2025Q4: 6,087 shares; 2026Q1: 13,693 shares; 2026Q2: 2,181 shares 2,181 $50.2K <0.01% -11,512 Timeline SMERY SIEMENS ENERGY AG SPONSORED AD More: the full row for SIEMENS ENERGY AG SPONSORED AD 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: 66 shares; 2026Q2: 1,298 shares 1,298 $49.5K <0.01% +1,232 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 205 shares; 2025Q2: 232 shares; 2025Q3: 205 shares; 2025Q4: 223 shares; 2026Q1: 371 shares; 2026Q2: 218 shares 218 $49.5K <0.01% -153 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 105 shares; 2025Q4: 257 shares; 2026Q1: 411 shares; 2026Q2: 2,589 shares 2,589 $49.5K <0.01% +2,178 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 34 shares; 2026Q2: 233 shares 233 $49.4K <0.01% +199 Timeline L LOEWS CORP More: the full row for LOEWS 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: 27 shares; 2026Q1: 76 shares; 2026Q2: 436 shares 436 $49.4K <0.01% +360 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 25 shares; 2026Q2: 625 shares 625 $49.2K <0.01% +600 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 870 shares 870 $48.9K <0.01% +435 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 2,565 shares; 2025Q1: 2,648 shares; 2025Q2: 2,648 shares; 2025Q3: 2,439 shares; 2025Q4: 2,439 shares; 2026Q1: 2,517 shares; 2026Q2: 2,220 shares 2,220 $48.8K <0.01% -297 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 669 shares; 2025Q1: 666 shares; 2025Q2: 661 shares; 2025Q3: 661 shares; 2025Q4: 675 shares; 2026Q1: 680 shares; 2026Q2: 97 shares 97 $48.6K <0.01% -583 Timeline PCG PG&E CORP More: the full row for PG&E 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: 386 shares; 2026Q2: 2,877 shares 2,877 $48.5K <0.01% +2,491 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 30 shares; 2025Q3: 30 shares; 2025Q4: 30 shares; 2026Q1: 308 shares; 2026Q2: 526 shares 526 $48.4K <0.01% +218 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 990 shares; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,104 shares; 2026Q2: 990 shares 990 $48.3K <0.01% -114 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 725 shares 725 $48.2K <0.01% new Timeline SPYV 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: 421,095 shares; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 0 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares; 2026Q2: 781 shares 781 $47.5K <0.01% +85 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 12 shares; 2026Q2: 157 shares 157 $47.3K <0.01% +145 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: 14 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 36 shares; 2026Q1: 127 shares; 2026Q2: 216 shares 216 $47.2K <0.01% +89 Timeline JPM CHASE & CO DEP SHS REP … JPM CHASE & CO DEP SHS REP 1/4 More: the full row for JPM CHASE & CO DEP SHS REP 1/4 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: 804 shares; 2026Q2: 2,515 shares 2,515 $47.1K <0.01% +1,711 CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 142 shares; 2026Q2: 212 shares 212 $46.8K <0.01% +70 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 578 shares; 2025Q3: 578 shares; 2025Q4: 460 shares; 2026Q1: 640 shares; 2026Q2: 814 shares 814 $46.6K <0.01% +174 Timeline DWAHY DAIWA HOUSE INDUSTRY LTD ADR More: the full row for DAIWA HOUSE INDUSTRY LTD ADR 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: 505 shares; 2026Q2: 1,718 shares 1,718 $46.5K <0.01% +1,213 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 113 shares; 2026Q2: 819 shares 819 $46.5K <0.01% +706 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 324 shares; 2026Q2: 1,362 shares 1,362 $46.1K <0.01% +1,038 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 27 shares; 2026Q2: 194 shares 194 $46.1K <0.01% +167 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,719 shares; 2025Q1: 1,804 shares; 2025Q2: 1,604 shares; 2025Q3: 1,163 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 600 shares 600 $45.8K <0.01% -1,163 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 76 shares; 2025Q4: 76 shares; 2026Q1: 374 shares; 2026Q2: 1,821 shares 1,821 $45.6K <0.01% +1,447 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $45.2K <0.01% 0 Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,280 shares; 2026Q2: 3,280 shares 3,280 $44.9K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 13 shares; 2026Q1: 13 shares; 2026Q2: 218 shares 218 $44.9K <0.01% +205 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: 105 shares; 2024Q4: 105 shares; 2025Q1: 143 shares; 2025Q2: 261 shares; 2025Q3: 629 shares; 2025Q4: 522 shares; 2026Q1: 522 shares; 2026Q2: 382 shares 382 $44.8K <0.01% -140 Timeline CRTO CRITEO S A More: the full row for CRITEO S A 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: 664 shares; 2026Q2: 2,447 shares 2,447 $44.7K <0.01% +1,783 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171 shares; 2026Q2: 739 shares 739 $44.4K <0.01% +568 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,199 shares; 2024Q4: 1,199 shares; 2025Q1: 1,199 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,592 shares; 2026Q1: 1,599 shares; 2026Q2: 400 shares 400 $44.2K <0.01% -1,199 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,086 shares; 2025Q2: 3,932 shares; 2025Q3: 5,116 shares; 2025Q4: 5,379 shares; 2026Q1: 5,379 shares; 2026Q2: 1,777 shares 1,777 $43.8K <0.01% -3,602 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 856 shares 856 $43.6K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41 shares; 2026Q2: 201 shares 201 $43.5K <0.01% +160 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: 812 shares; 2024Q4: 812 shares; 2025Q1: 812 shares; 2025Q2: 812 shares; 2025Q3: 812 shares; 2025Q4: 812 shares; 2026Q1: 812 shares; 2026Q2: 581 shares 581 $43.3K <0.01% -231 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,992 shares; 2024Q4: 1,794 shares; 2025Q1: 1,794 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,873 shares; 2026Q1: 1,897 shares; 2026Q2: 369 shares 369 $43.1K <0.01% -1,528 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 317 shares 317 $43K <0.01% new Timeline CMWAY COMMONWEALTH BK OF AUSTRALIA S More: the full row for COMMONWEALTH BK OF AUSTRALIA S 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: 373 shares 373 $42.7K <0.01% new Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,887 shares; 2024Q4: 4,568 shares; 2025Q1: 4,613 shares; 2025Q2: 5,775 shares; 2025Q3: 6,711 shares; 2025Q4: 6,735 shares; 2026Q1: 6,735 shares; 2026Q2: 2,031 shares 2,031 $42.6K <0.01% -4,704 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares; 2026Q2: 108 shares 108 $42.6K <0.01% +101 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 3,881 shares; 2025Q1: 3,923 shares; 2025Q2: 5,035 shares; 2025Q3: 5,912 shares; 2025Q4: 5,935 shares; 2026Q1: 5,935 shares; 2026Q2: 1,940 shares 1,940 $42.5K <0.01% -3,995 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 868 shares; 2026Q1: 974 shares; 2026Q2: 868 shares 868 $42.2K <0.01% -106 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 67 shares; 2026Q2: 195 shares 195 $42.1K <0.01% +128 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS 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: 474 shares; 2026Q2: 2,544 shares 2,544 $42.1K <0.01% +2,070 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 104 shares; 2026Q1: 120 shares; 2026Q2: 107 shares 107 $41.7K <0.01% -13 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 10 shares; 2025Q4: 10 shares; 2026Q1: 16 shares; 2026Q2: 74 shares 74 $41.5K <0.01% +58 Timeline CIHKY CHINA MERCHANTS BK CO LTD UNSP More: the full row for CHINA MERCHANTS BK CO LTD UNSP 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: 303 shares; 2026Q2: 1,448 shares 1,448 $41.2K <0.01% +1,145 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 31 shares; 2026Q1: 230 shares; 2026Q2: 755 shares 755 $41.1K <0.01% +525 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151 shares; 2026Q1: 972 shares; 2026Q2: 1,281 shares 1,281 $41K <0.01% +309 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 165 shares; 2025Q3: 165 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 185 shares 185 $40.9K <0.01% 0 Timeline BAYRY BAYER AG SPONS ADR More: the full row for BAYER AG SPONS ADR 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: 310 shares; 2026Q2: 2,971 shares 2,971 $40.7K <0.01% +2,661 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 970 shares; 2026Q2: 1,496 shares 1,496 $40.7K <0.01% +526 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 530 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $40.4K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 1,063 shares; 2026Q2: 587 shares 587 $40.3K <0.01% -476 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: 96 shares; 2026Q2: 415 shares 415 $40.3K <0.01% +319 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE 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: 17 shares; 2026Q2: 275 shares 275 $40K <0.01% +258 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 62 shares; 2026Q2: 62 shares 62 $39.7K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 523 shares; 2025Q2: 495 shares; 2025Q3: 450 shares; 2025Q4: 499 shares; 2026Q1: 333 shares; 2026Q2: 319 shares 319 $39.7K <0.01% -14 Timeline