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: 1,393,747 shares; 2024Q4: 1,424,641 shares; 2025Q1: 1,062,498 shares; 2025Q2: 1,202,302 shares; 2025Q3: 1,174,652 shares; 2025Q4: 1,172,094 shares; 2026Q1: 1,178,887 shares; 2026Q2: 1,163,640 shares 1,163,640 $138M 4.7% -15,247 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: 591,107 shares; 2024Q4: 595,623 shares; 2025Q1: 579,651 shares; 2025Q2: 572,170 shares; 2025Q3: 561,649 shares; 2025Q4: 560,740 shares; 2026Q1: 549,400 shares; 2026Q2: 451,010 shares 451,010 $131M 4.43% -98,390 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: 2,101,975 shares; 2024Q4: 1,974,529 shares; 2025Q1: 1,962,187 shares; 2025Q2: 2,103,940 shares; 2025Q3: 1,948,749 shares; 2025Q4: 1,968,113 shares; 2026Q1: 1,904,362 shares; 2026Q2: 1,898,954 shares 1,898,954 $115M 3.92% -5,408 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: 844,172 shares; 2024Q4: 851,773 shares; 2025Q1: 954,619 shares; 2025Q2: 1,037,408 shares; 2025Q3: 1,052,978 shares; 2025Q4: 1,073,861 shares; 2026Q1: 1,029,785 shares; 2026Q2: 1,044,216 shares 1,044,216 $101M 3.42% +14,431 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: 645,250 shares; 2024Q4: 636,782 shares; 2025Q1: 576,581 shares; 2025Q2: 544,729 shares; 2025Q3: 554,362 shares; 2025Q4: 558,270 shares; 2026Q1: 546,141 shares; 2026Q2: 468,897 shares 468,897 $93.8M 3.18% -77,244 Timeline AVDE 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: 715,579 shares; 2025Q4: 899,049 shares; 2026Q1: 1,017,133 shares; 2026Q2: 1,009,714 shares 1,009,714 $90.1M 3.06% -7,419 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: 285,372 shares; 2024Q4: 291,637 shares; 2025Q1: 280,307 shares; 2025Q2: 264,830 shares; 2025Q3: 268,610 shares; 2025Q4: 270,983 shares; 2026Q1: 251,762 shares; 2026Q2: 216,845 shares 216,845 $77.5M 2.63% -34,917 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: 235,419 shares; 2024Q4: 237,303 shares; 2025Q1: 227,254 shares; 2025Q2: 217,947 shares; 2025Q3: 219,726 shares; 2025Q4: 220,874 shares; 2026Q1: 228,201 shares; 2026Q2: 201,595 shares 201,595 $75.2M 2.55% -26,606 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,015 shares; 2024Q4: 292,432 shares; 2025Q1: 286,184 shares; 2025Q2: 287,106 shares; 2025Q3: 234,571 shares; 2025Q4: 232,445 shares; 2026Q1: 199,770 shares; 2026Q2: 192,322 shares 192,322 $70.8M 2.4% -7,448 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: 221,116 shares; 2024Q4: 210,670 shares; 2025Q1: 206,019 shares; 2025Q2: 204,512 shares; 2025Q3: 195,170 shares; 2025Q4: 197,186 shares; 2026Q1: 172,318 shares; 2026Q2: 157,855 shares 157,855 $59.6M 2.02% -14,463 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: 99,955 shares; 2024Q4: 99,996 shares; 2025Q1: 86,164 shares; 2025Q2: 84,083 shares; 2025Q3: 80,823 shares; 2025Q4: 79,855 shares; 2026Q1: 78,015 shares; 2026Q2: 78,989 shares 78,989 $59M 2% +974 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: 194,363 shares; 2024Q4: 193,111 shares; 2025Q1: 185,983 shares; 2025Q2: 183,686 shares; 2025Q3: 177,085 shares; 2025Q4: 178,857 shares; 2026Q1: 176,820 shares; 2026Q2: 155,919 shares 155,919 $51M 1.73% -20,901 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: 250,868 shares; 2024Q4: 260,605 shares; 2025Q1: 249,855 shares; 2025Q2: 234,937 shares; 2025Q3: 240,612 shares; 2025Q4: 240,012 shares; 2026Q1: 230,410 shares; 2026Q2: 205,703 shares 205,703 $49M 1.66% -24,707 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: 499,354 shares; 2024Q4: 490,583 shares; 2025Q1: 472,896 shares; 2025Q2: 467,501 shares; 2025Q3: 463,062 shares; 2025Q4: 336,566 shares; 2026Q1: 318,505 shares; 2026Q2: 318,030 shares 318,030 $47.2M 1.6% -475 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714,120 shares; 2025Q4: 738,014 shares; 2026Q1: 841,662 shares; 2026Q2: 895,717 shares 895,717 $45.4M 1.54% +54,055 Timeline MDYG 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: 364,788 shares; 2024Q4: 358,973 shares; 2025Q1: 331,511 shares; 2025Q2: 347,143 shares; 2025Q3: 369,768 shares; 2025Q4: 362,213 shares; 2026Q1: 356,566 shares; 2026Q2: 355,048 shares 355,048 $39.8M 1.35% -1,518 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: 48,965 shares; 2024Q4: 49,442 shares; 2025Q1: 45,901 shares; 2025Q2: 45,409 shares; 2025Q3: 43,736 shares; 2025Q4: 43,448 shares; 2026Q1: 40,983 shares; 2026Q2: 35,011 shares 35,011 $37.3M 1.27% -5,972 Timeline MDYV 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: 346,222 shares; 2024Q4: 357,674 shares; 2025Q1: 340,995 shares; 2025Q2: 358,855 shares; 2025Q3: 357,494 shares; 2025Q4: 361,397 shares; 2026Q1: 382,687 shares; 2026Q2: 390,832 shares 390,832 $37.1M 1.26% +8,145 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: 30,939 shares; 2024Q4: 34,035 shares; 2025Q1: 33,411 shares; 2025Q2: 32,588 shares; 2025Q3: 32,735 shares; 2025Q4: 32,518 shares; 2026Q1: 34,377 shares; 2026Q2: 30,798 shares 30,798 $36.9M 1.25% -3,579 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 486,467 shares; 2025Q1: 805,940 shares; 2025Q2: 829,752 shares; 2025Q3: 807,847 shares; 2025Q4: 800,775 shares; 2026Q1: 756,516 shares; 2026Q2: 733,528 shares 733,528 $34.9M 1.18% -22,988 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: 150,469 shares; 2024Q4: 150,980 shares; 2025Q1: 141,658 shares; 2025Q2: 139,641 shares; 2025Q3: 135,898 shares; 2025Q4: 130,686 shares; 2026Q1: 129,056 shares; 2026Q2: 125,659 shares 125,659 $31.9M 1.08% -3,397 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: 311,235 shares; 2024Q4: 311,296 shares; 2025Q1: 300,918 shares; 2025Q2: 300,036 shares; 2025Q3: 290,386 shares; 2025Q4: 291,563 shares; 2026Q1: 288,455 shares; 2026Q2: 262,786 shares 262,786 $30.9M 1.05% -25,669 Timeline SCHR 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: 485,900 shares; 2024Q4: 1,044,541 shares; 2025Q1: 1,061,527 shares; 2025Q2: 1,099,895 shares; 2025Q3: 1,143,367 shares; 2025Q4: 1,221,356 shares; 2026Q1: 1,247,877 shares; 2026Q2: 1,232,504 shares 1,232,504 $30.4M 1.03% -15,373 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: 36,386 shares; 2024Q4: 35,663 shares; 2025Q1: 37,793 shares; 2025Q2: 37,468 shares; 2025Q3: 37,687 shares; 2025Q4: 37,371 shares; 2026Q1: 39,548 shares; 2026Q2: 42,611 shares 42,611 $29.3M 0.99% +3,063 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: 315,310 shares; 2024Q4: 310,166 shares; 2025Q1: 301,705 shares; 2025Q2: 297,629 shares; 2025Q3: 297,222 shares; 2025Q4: 297,407 shares; 2026Q1: 284,147 shares; 2026Q2: 240,106 shares 240,106 $27.2M 0.92% -44,041 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: 344,394 shares; 2024Q4: 368,415 shares; 2025Q1: 368,515 shares; 2025Q2: 364,101 shares; 2025Q3: 384,664 shares; 2025Q4: 408,831 shares; 2026Q1: 406,826 shares; 2026Q2: 397,969 shares 397,969 $26.9M 0.91% -8,857 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: 58,504 shares; 2024Q4: 55,064 shares; 2025Q1: 53,460 shares; 2025Q2: 50,994 shares; 2025Q3: 52,006 shares; 2025Q4: 52,451 shares; 2026Q1: 54,912 shares; 2026Q2: 44,794 shares 44,794 $25.2M 0.86% -10,118 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: 211,321 shares; 2024Q4: 209,999 shares; 2025Q1: 205,728 shares; 2025Q2: 202,340 shares; 2025Q3: 195,820 shares; 2025Q4: 195,262 shares; 2026Q1: 204,729 shares; 2026Q2: 180,557 shares 180,557 $24.7M 0.84% -24,172 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: 174,279 shares; 2024Q4: 175,216 shares; 2025Q1: 169,260 shares; 2025Q2: 180,109 shares; 2025Q3: 192,381 shares; 2025Q4: 196,356 shares; 2026Q1: 203,681 shares; 2026Q2: 206,257 shares 206,257 $24.6M 0.83% +2,576 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: 63,860 shares; 2024Q4: 66,457 shares; 2025Q1: 60,682 shares; 2025Q2: 58,860 shares; 2025Q3: 56,484 shares; 2025Q4: 56,662 shares; 2026Q1: 50,533 shares; 2026Q2: 46,283 shares 46,283 $23.2M 0.79% -4,250 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: 199,076 shares; 2024Q4: 208,716 shares; 2025Q1: 201,649 shares; 2025Q2: 196,346 shares; 2025Q3: 201,442 shares; 2025Q4: 201,859 shares; 2026Q1: 203,651 shares; 2026Q2: 179,140 shares 179,140 $23M 0.78% -24,511 Timeline SLYV 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: 194,862 shares; 2024Q4: 196,216 shares; 2025Q1: 189,051 shares; 2025Q2: 198,055 shares; 2025Q3: 205,379 shares; 2025Q4: 207,745 shares; 2026Q1: 209,172 shares; 2026Q2: 210,616 shares 210,616 $23M 0.78% +1,444 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: 77,772 shares; 2024Q4: 78,636 shares; 2025Q1: 76,636 shares; 2025Q2: 75,532 shares; 2025Q3: 73,221 shares; 2025Q4: 73,195 shares; 2026Q1: 72,300 shares; 2026Q2: 65,642 shares 65,642 $22.5M 0.76% -6,658 Timeline INFO HARBOR ETF TRUST More: the full row for HARBOR 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: 819,172 shares; 2026Q2: 811,021 shares 811,021 $22.1M 0.75% -8,151 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: 338,899 shares; 2024Q4: 310,522 shares; 2025Q1: 287,758 shares; 2025Q2: 276,388 shares; 2025Q3: 276,765 shares; 2025Q4: 278,825 shares; 2026Q1: 284,228 shares; 2026Q2: 281,735 shares 281,735 $21.7M 0.74% -2,493 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: 169,838 shares; 2024Q4: 185,611 shares; 2025Q1: 156,082 shares; 2025Q2: 154,338 shares; 2025Q3: 146,343 shares; 2025Q4: 149,171 shares; 2026Q1: 135,891 shares; 2026Q2: 132,660 shares 132,660 $21M 0.71% -3,231 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: 139,729 shares; 2024Q4: 140,954 shares; 2025Q1: 133,241 shares; 2025Q2: 132,151 shares; 2025Q3: 130,835 shares; 2025Q4: 130,599 shares; 2026Q1: 140,153 shares; 2026Q2: 121,534 shares 121,534 $20.1M 0.68% -18,619 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: 37,125 shares; 2024Q4: 38,904 shares; 2025Q1: 39,588 shares; 2025Q2: 39,202 shares; 2025Q3: 39,626 shares; 2025Q4: 39,690 shares; 2026Q1: 39,794 shares; 2026Q2: 33,461 shares 33,461 $19.4M 0.66% -6,333 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,260 shares; 2024Q4: 219,591 shares; 2025Q1: 226,004 shares; 2025Q2: 232,221 shares; 2025Q3: 239,688 shares; 2025Q4: 254,341 shares; 2026Q1: 246,693 shares; 2026Q2: 244,041 shares 244,041 $19.3M 0.65% -2,652 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: 130,650 shares; 2024Q4: 141,695 shares; 2025Q1: 127,843 shares; 2025Q2: 125,589 shares; 2025Q3: 123,706 shares; 2025Q4: 116,638 shares; 2026Q1: 87,859 shares; 2026Q2: 74,068 shares 74,068 $18.6M 0.63% -13,791 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,495 shares; 2024Q4: 33,618 shares; 2025Q1: 24,005 shares; 2025Q2: 23,836 shares; 2025Q3: 23,205 shares; 2025Q4: 23,755 shares; 2026Q1: 24,057 shares; 2026Q2: 24,257 shares 24,257 $18.2M 0.62% +200 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: 64,858 shares; 2024Q4: 62,858 shares; 2025Q1: 71,791 shares; 2025Q2: 71,758 shares; 2025Q3: 68,015 shares; 2025Q4: 68,069 shares; 2026Q1: 71,942 shares; 2026Q2: 66,904 shares 66,904 $18.1M 0.61% -5,038 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 173,283 shares; 2024Q4: 188,970 shares; 2025Q1: 202,179 shares; 2025Q2: 206,351 shares; 2025Q3: 208,865 shares; 2025Q4: 214,816 shares; 2026Q1: 213,292 shares; 2026Q2: 217,375 shares 217,375 $18M 0.61% +4,083 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,554 shares; 2024Q4: 37,288 shares; 2025Q1: 35,755 shares; 2025Q2: 34,966 shares; 2025Q3: 33,452 shares; 2025Q4: 33,556 shares; 2026Q1: 35,877 shares; 2026Q2: 33,982 shares 33,982 $17.6M 0.6% -1,895 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: 239,904 shares; 2024Q4: 242,289 shares; 2025Q1: 232,654 shares; 2025Q2: 228,479 shares; 2025Q3: 210,574 shares; 2025Q4: 213,051 shares; 2026Q1: 215,019 shares; 2026Q2: 193,685 shares 193,685 $17M 0.58% -21,334 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,540 shares; 2024Q4: 192,628 shares; 2025Q1: 296,167 shares; 2025Q2: 304,187 shares; 2025Q3: 367,011 shares; 2025Q4: 499,745 shares; 2026Q1: 661,254 shares; 2026Q2: 715,822 shares 715,822 $16.6M 0.56% +54,568 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,451 shares; 2026Q2: 36,959 shares 36,959 $16M 0.54% -2,492 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: 40,913 shares; 2024Q4: 40,412 shares; 2025Q1: 38,677 shares; 2025Q2: 38,313 shares; 2025Q3: 34,234 shares; 2025Q4: 33,076 shares; 2026Q1: 40,940 shares; 2026Q2: 38,130 shares 38,130 $15.8M 0.54% -2,810 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: 60,362 shares; 2024Q4: 61,591 shares; 2025Q1: 56,489 shares; 2025Q2: 55,869 shares; 2025Q3: 51,339 shares; 2025Q4: 51,689 shares; 2026Q1: 51,509 shares; 2026Q2: 44,918 shares 44,918 $15.8M 0.54% -6,591 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: 8,400 shares; 2024Q4: 7,678 shares; 2025Q1: 7,421 shares; 2025Q2: 27,768 shares; 2025Q3: 31,592 shares; 2025Q4: 34,803 shares; 2026Q1: 181,906 shares; 2026Q2: 189,538 shares 189,538 $15.7M 0.53% +7,632 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: 55,622 shares; 2024Q4: 57,066 shares; 2025Q1: 52,671 shares; 2025Q2: 52,505 shares; 2025Q3: 43,957 shares; 2025Q4: 44,598 shares; 2026Q1: 47,946 shares; 2026Q2: 42,011 shares 42,011 $15.2M 0.52% -5,935 Timeline VMBS 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: 228,769 shares; 2024Q4: 260,068 shares; 2025Q1: 286,100 shares; 2025Q2: 294,562 shares; 2025Q3: 290,258 shares; 2025Q4: 301,928 shares; 2026Q1: 302,158 shares; 2026Q2: 316,376 shares 316,376 $14.8M 0.5% +14,218 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: 25,909 shares; 2024Q4: 52,953 shares; 2025Q1: 51,639 shares; 2025Q2: 52,705 shares; 2025Q3: 52,182 shares; 2025Q4: 51,913 shares; 2026Q1: 49,347 shares; 2026Q2: 42,304 shares 42,304 $14.4M 0.49% -7,043 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,618 shares; 2024Q4: 97,268 shares; 2025Q1: 145,956 shares; 2025Q2: 203,939 shares; 2025Q3: 319,802 shares; 2025Q4: 450,474 shares; 2026Q1: 589,237 shares; 2026Q2: 653,441 shares 653,441 $14.2M 0.48% +64,204 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,556 shares; 2024Q4: 219,313 shares; 2025Q1: 262,062 shares; 2025Q2: 290,329 shares; 2025Q3: 366,642 shares; 2025Q4: 438,090 shares; 2026Q1: 579,749 shares; 2026Q2: 583,708 shares 583,708 $14.1M 0.48% +3,959 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: 34,726 shares; 2024Q4: 44,873 shares; 2025Q1: 45,487 shares; 2025Q2: 36,915 shares; 2025Q3: 37,745 shares; 2025Q4: 36,538 shares; 2026Q1: 35,636 shares; 2026Q2: 32,908 shares 32,908 $13.8M 0.47% -2,728 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: 30,808 shares; 2024Q4: 38,367 shares; 2025Q1: 37,855 shares; 2025Q2: 40,671 shares; 2025Q3: 40,913 shares; 2025Q4: 43,536 shares; 2026Q1: 45,226 shares; 2026Q2: 45,488 shares 45,488 $13.7M 0.46% +262 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: 116,034 shares; 2024Q4: 129,371 shares; 2025Q1: 120,129 shares; 2025Q2: 131,059 shares; 2025Q3: 100,411 shares; 2025Q4: 114,907 shares; 2026Q1: 118,495 shares; 2026Q2: 122,161 shares 122,161 $13.5M 0.46% +3,666 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: 49,238 shares; 2024Q4: 64,600 shares; 2025Q1: 65,739 shares; 2025Q2: 66,689 shares; 2025Q3: 73,644 shares; 2025Q4: 75,478 shares; 2026Q1: 79,917 shares; 2026Q2: 73,522 shares 73,522 $13.3M 0.45% -6,395 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,774 shares; 2024Q4: 203,040 shares; 2025Q1: 266,729 shares; 2025Q2: 295,536 shares; 2025Q3: 367,764 shares; 2025Q4: 454,609 shares; 2026Q1: 497,869 shares; 2026Q2: 507,886 shares 507,886 $12.8M 0.44% +10,017 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: 19,144 shares; 2024Q4: 19,846 shares; 2025Q1: 16,278 shares; 2025Q2: 16,020 shares; 2025Q3: 14,916 shares; 2025Q4: 14,600 shares; 2026Q1: 14,260 shares; 2026Q2: 12,896 shares 12,896 $12.1M 0.41% -1,364 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: 43,072 shares; 2024Q4: 42,962 shares; 2025Q1: 42,621 shares; 2025Q2: 42,602 shares; 2025Q3: 117,697 shares; 2025Q4: 146,612 shares; 2026Q1: 159,490 shares; 2026Q2: 148,194 shares 148,194 $12M 0.41% -11,296 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: 26,894 shares; 2024Q4: 27,147 shares; 2025Q1: 18,954 shares; 2025Q2: 23,563 shares; 2025Q3: 51,032 shares; 2025Q4: 74,399 shares; 2026Q1: 78,349 shares; 2026Q2: 79,197 shares 79,197 $11.6M 0.39% +848 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: 80,176 shares; 2024Q4: 84,067 shares; 2025Q1: 85,015 shares; 2025Q2: 83,661 shares; 2025Q3: 84,174 shares; 2025Q4: 84,709 shares; 2026Q1: 82,936 shares; 2026Q2: 75,275 shares 75,275 $11.4M 0.39% -7,661 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: not reported; 2024Q4: 3,500 shares; 2025Q1: 122,461 shares; 2025Q2: 145,384 shares; 2025Q3: 154,119 shares; 2025Q4: 147,860 shares; 2026Q1: 107,629 shares; 2026Q2: 111,050 shares 111,050 $11.3M 0.39% +3,421 Timeline SCHO 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: 305,565 shares; 2024Q4: 640,355 shares; 2025Q1: 394,117 shares; 2025Q2: 394,510 shares; 2025Q3: 404,893 shares; 2025Q4: 413,382 shares; 2026Q1: 466,023 shares; 2026Q2: 464,458 shares 464,458 $11.2M 0.38% -1,565 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: 10,731 shares; 2025Q1: 10,595 shares; 2025Q2: 10,652 shares; 2025Q3: 10,029 shares; 2025Q4: 11,755 shares; 2026Q1: 12,365 shares; 2026Q2: 11,565 shares 11,565 $11.1M 0.38% -800 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,348 shares; 2024Q4: 129,422 shares; 2025Q1: 176,860 shares; 2025Q2: 206,178 shares; 2025Q3: 242,426 shares; 2025Q4: 321,951 shares; 2026Q1: 450,146 shares; 2026Q2: 520,124 shares 520,124 $10.8M 0.37% +69,978 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: 34,959 shares; 2024Q4: 45,147 shares; 2025Q1: 46,991 shares; 2025Q2: 48,269 shares; 2025Q3: 48,705 shares; 2025Q4: 49,527 shares; 2026Q1: 50,742 shares; 2026Q2: 50,793 shares 50,793 $10.6M 0.36% +51 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: 58,061 shares; 2024Q4: 56,071 shares; 2025Q1: 52,305 shares; 2025Q2: 52,597 shares; 2025Q3: 47,342 shares; 2025Q4: 46,462 shares; 2026Q1: 44,673 shares; 2026Q2: 37,249 shares 37,249 $10.5M 0.36% -7,424 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 765,181 shares; 2024Q4: 747,148 shares; 2025Q1: 688,423 shares; 2025Q2: 678,451 shares; 2025Q3: 659,446 shares; 2025Q4: 582,022 shares; 2026Q1: 550,367 shares; 2026Q2: 547,307 shares 547,307 $10.4M 0.35% -3,060 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: 9,798 shares; 2024Q4: 33,948 shares; 2025Q1: 38,698 shares; 2025Q2: 38,120 shares; 2025Q3: 39,433 shares; 2025Q4: 39,759 shares; 2026Q1: 40,798 shares; 2026Q2: 37,816 shares 37,816 $10.3M 0.35% -2,982 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,932 shares; 2025Q3: 1,775 shares; 2025Q4: 1,611 shares; 2026Q1: 1,949 shares; 2026Q2: 8,811 shares 8,811 $10.2M 0.35% +6,862 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: 11,526 shares; 2024Q4: 21,225 shares; 2025Q1: 48,681 shares; 2025Q2: 52,711 shares; 2025Q3: 57,687 shares; 2025Q4: 59,111 shares; 2026Q1: 59,235 shares; 2026Q2: 50,759 shares 50,759 $9.38M 0.32% -8,476 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: 63,767 shares; 2024Q4: 64,112 shares; 2025Q1: 59,756 shares; 2025Q2: 60,763 shares; 2025Q3: 60,155 shares; 2025Q4: 80,087 shares; 2026Q1: 73,138 shares; 2026Q2: 63,598 shares 63,598 $9.32M 0.32% -9,540 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: not reported; 2024Q4: not reported; 2025Q1: 45,471 shares; 2025Q2: 48,967 shares; 2025Q3: 89,224 shares; 2025Q4: 93,693 shares; 2026Q1: 110,042 shares; 2026Q2: 97,349 shares 97,349 $8.98M 0.3% -12,693 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,222 shares; 2024Q4: 92,854 shares; 2025Q1: 85,077 shares; 2025Q2: 83,855 shares; 2025Q3: 84,414 shares; 2025Q4: 83,923 shares; 2026Q1: 86,339 shares; 2026Q2: 85,925 shares 85,925 $8.93M 0.3% -414 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,916 shares; 2024Q4: 239,740 shares; 2025Q1: 307,314 shares; 2025Q2: 310,075 shares; 2025Q3: 322,234 shares; 2025Q4: 383,441 shares; 2026Q1: 421,948 shares; 2026Q2: 368,206 shares 368,206 $8.92M 0.3% -53,742 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,145 shares; 2024Q4: 13,645 shares; 2025Q1: 13,685 shares; 2025Q2: 15,634 shares; 2025Q3: 11,975 shares; 2025Q4: 6,050 shares; 2026Q1: 6,395 shares; 2026Q2: 119,999 shares 119,999 $8.81M 0.3% +113,604 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: 17,403 shares; 2024Q4: 17,107 shares; 2025Q1: 16,605 shares; 2025Q2: 16,139 shares; 2025Q3: 16,219 shares; 2025Q4: 15,929 shares; 2026Q1: 16,558 shares; 2026Q2: 20,373 shares 20,373 $8.68M 0.29% +3,815 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: 9,241 shares; 2024Q4: 22,235 shares; 2025Q1: 23,798 shares; 2025Q2: 23,784 shares; 2025Q3: 23,920 shares; 2025Q4: 23,881 shares; 2026Q1: 25,675 shares; 2026Q2: 23,707 shares 23,707 $8.4M 0.29% -1,968 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS 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: 124,487 shares; 2026Q2: 117,965 shares 117,965 $8.27M 0.28% -6,522 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: 20,416 shares; 2025Q1: 32,738 shares; 2025Q2: 32,905 shares; 2025Q3: 34,983 shares; 2025Q4: 35,457 shares; 2026Q1: 35,474 shares; 2026Q2: 30,626 shares 30,626 $8.23M 0.28% -4,848 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: 130,923 shares; 2024Q4: 138,911 shares; 2025Q1: 172,402 shares; 2025Q2: 175,258 shares; 2025Q3: 177,095 shares; 2025Q4: 178,601 shares; 2026Q1: 183,354 shares; 2026Q2: 113,299 shares 113,299 $8.15M 0.28% -70,055 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,347 shares 36,347 $8.14M 0.28% new 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: 251,207 shares; 2024Q4: 246,092 shares; 2025Q1: 237,115 shares; 2025Q2: 237,352 shares; 2025Q3: 247,208 shares; 2025Q4: 205,857 shares; 2026Q1: 202,325 shares; 2026Q2: 190,270 shares 190,270 $8.06M 0.27% -12,055 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: 36,347 shares 36,347 $8.04M 0.27% new 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: 78,847 shares; 2024Q4: 69,433 shares; 2025Q1: 64,651 shares; 2025Q2: 63,766 shares; 2025Q3: 36,415 shares; 2025Q4: 34,972 shares; 2026Q1: 31,704 shares; 2026Q2: 30,316 shares 30,316 $7.9M 0.27% -1,388 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: 87,184 shares; 2024Q4: 89,559 shares; 2025Q1: 88,281 shares; 2025Q2: 88,235 shares; 2025Q3: 83,850 shares; 2025Q4: 85,522 shares; 2026Q1: 60,145 shares; 2026Q2: 56,857 shares 56,857 $7.78M 0.26% -3,288 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: 185,244 shares; 2024Q4: 183,266 shares; 2025Q1: 177,203 shares; 2025Q2: 177,097 shares; 2025Q3: 158,027 shares; 2025Q4: 157,922 shares; 2026Q1: 159,260 shares; 2026Q2: 136,406 shares 136,406 $7.77M 0.26% -22,854 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,473 shares; 2024Q4: 100,097 shares; 2025Q1: 93,332 shares; 2025Q2: 89,396 shares; 2025Q3: 91,366 shares; 2025Q4: 86,385 shares; 2026Q1: 105,825 shares; 2026Q2: 108,264 shares 108,264 $7.41M 0.25% +2,439 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: 27,084 shares; 2024Q4: 28,426 shares; 2025Q1: 28,572 shares; 2025Q2: 28,473 shares; 2025Q3: 28,521 shares; 2025Q4: 28,566 shares; 2026Q1: 28,500 shares; 2026Q2: 25,342 shares 25,342 $7.36M 0.25% -3,158 Timeline VGLT 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: 97,317 shares; 2024Q4: 110,251 shares; 2025Q1: 121,001 shares; 2025Q2: 124,019 shares; 2025Q3: 122,189 shares; 2025Q4: 126,933 shares; 2026Q1: 126,433 shares; 2026Q2: 132,846 shares 132,846 $7.33M 0.25% +6,413 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: 42,642 shares; 2024Q4: 38,014 shares; 2025Q1: 37,510 shares; 2025Q2: 37,608 shares; 2025Q3: 36,296 shares; 2025Q4: 35,779 shares; 2026Q1: 43,830 shares; 2026Q2: 30,375 shares 30,375 $7.22M 0.24% -13,455 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: 102,780 shares; 2024Q4: 105,318 shares; 2025Q1: 100,316 shares; 2025Q2: 99,381 shares; 2025Q3: 94,942 shares; 2025Q4: 61,826 shares; 2026Q1: 54,371 shares; 2026Q2: 48,036 shares 48,036 $7.04M 0.24% -6,335 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,726 shares; 2024Q4: 37,957 shares; 2025Q1: 38,232 shares; 2025Q2: 38,609 shares; 2025Q3: 38,998 shares; 2025Q4: 39,328 shares; 2026Q1: 39,504 shares; 2026Q2: 39,898 shares 39,898 $6.95M 0.24% +394 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: 41,350 shares; 2024Q4: 55,684 shares; 2025Q1: 49,271 shares; 2025Q2: 48,969 shares; 2025Q3: 47,160 shares; 2025Q4: 46,971 shares; 2026Q1: 31,862 shares; 2026Q2: 28,829 shares 28,829 $6.46M 0.22% -3,033 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,107 shares; 2024Q4: 77,420 shares; 2025Q1: 60,170 shares; 2025Q2: 60,582 shares; 2025Q3: 59,578 shares; 2025Q4: 57,663 shares; 2026Q1: 58,764 shares; 2026Q2: 60,805 shares 60,805 $6.45M 0.22% +2,041 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: 3,322 shares; 2024Q4: 3,322 shares; 2025Q1: 3,322 shares; 2025Q2: 13,304 shares; 2025Q3: 12,927 shares; 2025Q4: 38,613 shares; 2026Q1: 43,256 shares; 2026Q2: 31,788 shares 31,788 $6.38M 0.22% -11,468 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,263 shares; 2024Q4: 7,539 shares; 2025Q1: 7,331 shares; 2025Q2: 7,373 shares; 2025Q3: 7,012 shares; 2025Q4: 6,956 shares; 2026Q1: 6,802 shares; 2026Q2: 6,051 shares 6,051 $6.31M 0.21% -751 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: 20,602 shares; 2024Q4: 20,430 shares; 2025Q1: 18,961 shares; 2025Q2: 19,026 shares; 2025Q3: 18,920 shares; 2025Q4: 18,846 shares; 2026Q1: 18,825 shares; 2026Q2: 17,592 shares 17,592 $6.22M 0.21% -1,233 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 2,197 shares; 2025Q1: 1,809 shares; 2025Q2: 1,755 shares; 2025Q3: 1,683 shares; 2025Q4: 1,655 shares; 2026Q1: 1,601 shares; 2026Q2: 34,816 shares 34,816 $6.21M 0.21% +33,215 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: 25,592 shares; 2024Q4: 27,174 shares; 2025Q1: 21,483 shares; 2025Q2: 20,529 shares; 2025Q3: 19,711 shares; 2025Q4: 19,698 shares; 2026Q1: 21,802 shares; 2026Q2: 19,811 shares 19,811 $6.2M 0.21% -1,991 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: 33,565 shares; 2024Q4: 33,565 shares; 2025Q1: 33,267 shares; 2025Q2: 33,267 shares; 2025Q3: 33,267 shares; 2025Q4: 33,272 shares; 2026Q1: 33,267 shares; 2026Q2: 23,639 shares 23,639 $6.04M 0.21% -9,628 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: 101,984 shares; 2024Q4: 68,172 shares; 2025Q1: 58,178 shares; 2025Q2: 54,749 shares; 2025Q3: 50,189 shares; 2025Q4: 48,591 shares; 2026Q1: 49,712 shares; 2026Q2: 44,147 shares 44,147 $5.98M 0.2% -5,565 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: 39,072 shares; 2024Q4: 29,372 shares; 2025Q1: 25,940 shares; 2025Q2: 22,674 shares; 2025Q3: 21,043 shares; 2025Q4: 19,432 shares; 2026Q1: 19,882 shares; 2026Q2: 19,701 shares 19,701 $5.87M 0.2% -181 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: 88,730 shares; 2024Q4: 80,391 shares; 2025Q1: 67,161 shares; 2025Q2: 59,726 shares; 2025Q3: 52,629 shares; 2025Q4: 47,032 shares; 2026Q1: 47,074 shares; 2026Q2: 41,355 shares 41,355 $5.77M 0.2% -5,719 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: 13,288 shares; 2024Q4: 13,498 shares; 2025Q1: 13,123 shares; 2025Q2: 13,055 shares; 2025Q3: 12,312 shares; 2025Q4: 12,630 shares; 2026Q1: 12,629 shares; 2026Q2: 11,358 shares 11,358 $5.69M 0.19% -1,271 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: 354,963 shares; 2024Q4: 365,963 shares; 2025Q1: 363,055 shares; 2025Q2: 364,218 shares; 2025Q3: 356,886 shares; 2025Q4: 116,419 shares; 2026Q1: 90,005 shares; 2026Q2: 68,849 shares 68,849 $5.67M 0.19% -21,156 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: 21,145 shares; 2024Q4: 20,849 shares; 2025Q1: 20,115 shares; 2025Q2: 19,562 shares; 2025Q3: 18,606 shares; 2025Q4: 18,132 shares; 2026Q1: 38,764 shares; 2026Q2: 39,264 shares 39,264 $5.62M 0.19% +500 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: 7,005 shares; 2024Q4: 7,334 shares; 2025Q1: 7,859 shares; 2025Q2: 7,441 shares; 2025Q3: 7,435 shares; 2025Q4: 7,808 shares; 2026Q1: 7,743 shares; 2026Q2: 7,618 shares 7,618 $5.61M 0.19% -125 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,527 shares; 2024Q4: 54,649 shares; 2025Q1: 57,443 shares; 2025Q2: 58,113 shares; 2025Q3: 57,797 shares; 2025Q4: 56,994 shares; 2026Q1: 58,178 shares; 2026Q2: 53,660 shares 53,660 $5.58M 0.19% -4,518 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,533 shares; 2024Q4: 58,426 shares; 2025Q1: 62,492 shares; 2025Q2: 62,153 shares; 2025Q3: 63,361 shares; 2025Q4: 79,244 shares; 2026Q1: 79,913 shares; 2026Q2: 72,274 shares 72,274 $5.15M 0.17% -7,639 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: 8,455 shares; 2024Q4: 8,074 shares; 2025Q1: 8,306 shares; 2025Q2: 7,804 shares; 2025Q3: 7,660 shares; 2025Q4: 7,666 shares; 2026Q1: 7,662 shares; 2026Q2: 7,070 shares 7,070 $5.11M 0.17% -592 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,473 shares; 2024Q4: 22,784 shares; 2025Q1: 22,762 shares; 2025Q2: 23,064 shares; 2025Q3: 22,848 shares; 2025Q4: 23,041 shares; 2026Q1: 23,176 shares; 2026Q2: 23,113 shares 23,113 $5.1M 0.17% -63 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,637 shares; 2024Q4: 64,779 shares; 2025Q1: 60,200 shares; 2025Q2: 54,706 shares; 2025Q3: 51,239 shares; 2025Q4: 51,263 shares; 2026Q1: 50,618 shares; 2026Q2: 39,708 shares 39,708 $5.02M 0.17% -10,910 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: 17,367 shares; 2024Q4: 18,187 shares; 2025Q1: 18,561 shares; 2025Q2: 18,335 shares; 2025Q3: 18,013 shares; 2025Q4: 17,921 shares; 2026Q1: 17,942 shares; 2026Q2: 15,339 shares 15,339 $4.83M 0.16% -2,603 Timeline AVEM 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: 22,344 shares; 2025Q1: 34,841 shares; 2025Q2: 40,634 shares; 2025Q3: 41,564 shares; 2025Q4: 47,143 shares; 2026Q1: 47,183 shares; 2026Q2: 48,988 shares 48,988 $4.73M 0.16% +1,805 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,096 shares; 2024Q4: 146,746 shares; 2025Q1: 134,916 shares; 2025Q2: 136,874 shares; 2025Q3: 59,842 shares; 2025Q4: 55,603 shares; 2026Q1: 48,687 shares; 2026Q2: 48,741 shares 48,741 $4.66M 0.16% +54 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: 13,794 shares; 2024Q4: 14,099 shares; 2025Q1: 14,205 shares; 2025Q2: 14,064 shares; 2025Q3: 13,377 shares; 2025Q4: 13,361 shares; 2026Q1: 12,879 shares; 2026Q2: 11,099 shares 11,099 $4.52M 0.15% -1,780 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,434 shares; 2024Q4: 42,670 shares; 2025Q1: 40,806 shares; 2025Q2: 40,565 shares; 2025Q3: 32,745 shares; 2025Q4: 32,038 shares; 2026Q1: 49,667 shares; 2026Q2: 41,288 shares 41,288 $4.44M 0.15% -8,379 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377,836 shares; 2024Q4: 285,560 shares; 2025Q1: 78,320 shares; 2025Q2: 63,129 shares; 2025Q3: 40,632 shares; 2025Q4: 43,929 shares; 2026Q1: 35,703 shares; 2026Q2: 34,305 shares 34,305 $4.38M 0.15% -1,398 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: 41,149 shares; 2024Q4: 37,072 shares; 2025Q1: 30,868 shares; 2025Q2: 29,874 shares; 2025Q3: 25,392 shares; 2025Q4: 24,707 shares; 2026Q1: 24,026 shares; 2026Q2: 22,385 shares 22,385 $4.25M 0.14% -1,641 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: 60,853 shares; 2024Q4: 53,649 shares; 2025Q1: 49,897 shares; 2025Q2: 39,569 shares; 2025Q3: 37,385 shares; 2025Q4: 39,690 shares; 2026Q1: 38,769 shares; 2026Q2: 39,116 shares 39,116 $4.21M 0.14% +347 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 757 shares; 2026Q1: 12,107 shares; 2026Q2: 16,701 shares 16,701 $4.15M 0.14% +4,594 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,166 shares; 2024Q4: 122,415 shares; 2025Q1: 139,641 shares; 2025Q2: 163,503 shares; 2025Q3: 139,122 shares; 2025Q4: 139,122 shares; 2026Q1: 138,084 shares; 2026Q2: 163,571 shares 163,571 $4.09M 0.14% +25,487 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: not reported; 2025Q2: not reported; 2025Q3: 41,276 shares; 2025Q4: 59,512 shares; 2026Q1: 63,159 shares; 2026Q2: 55,044 shares 55,044 $3.97M 0.13% -8,115 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: 6,282 shares; 2024Q4: 6,397 shares; 2025Q1: 5,265 shares; 2025Q2: 76,812 shares; 2025Q3: 70,609 shares; 2025Q4: 70,291 shares; 2026Q1: 57,826 shares; 2026Q2: 42,182 shares 42,182 $3.88M 0.13% -15,644 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: 63,614 shares; 2024Q4: 189,194 shares; 2025Q1: 108,137 shares; 2025Q2: 111,686 shares; 2025Q3: 108,807 shares; 2025Q4: 110,730 shares; 2026Q1: 115,706 shares; 2026Q2: 119,642 shares 119,642 $3.79M 0.13% +3,936 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: 41,738 shares; 2024Q4: 39,200 shares; 2025Q1: 35,445 shares; 2025Q2: 34,823 shares; 2025Q3: 32,007 shares; 2025Q4: 30,986 shares; 2026Q1: 19,130 shares; 2026Q2: 16,693 shares 16,693 $3.72M 0.13% -2,437 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: 2,536 shares; 2024Q4: 2,491 shares; 2025Q1: 2,321 shares; 2025Q2: 2,156 shares; 2025Q3: 2,021 shares; 2025Q4: 1,962 shares; 2026Q1: 1,971 shares; 2026Q2: 3,636 shares 3,636 $3.68M 0.12% +1,665 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: 11,638 shares; 2024Q4: 11,514 shares; 2025Q1: 10,981 shares; 2025Q2: 10,783 shares; 2025Q3: 10,718 shares; 2025Q4: 10,127 shares; 2026Q1: 10,161 shares; 2026Q2: 9,227 shares 9,227 $3.66M 0.12% -934 Timeline EQWL 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: 57,570 shares; 2024Q4: 55,663 shares; 2025Q1: 43,371 shares; 2025Q2: 43,371 shares; 2025Q3: 32,377 shares; 2025Q4: 31,122 shares; 2026Q1: 28,326 shares; 2026Q2: 28,005 shares 28,005 $3.61M 0.12% -321 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: 17,447 shares; 2024Q4: 17,447 shares; 2025Q1: 15,397 shares; 2025Q2: 15,397 shares; 2025Q3: 15,541 shares; 2025Q4: 14,787 shares; 2026Q1: 18,420 shares; 2026Q2: 47,562 shares 47,562 $3.59M 0.12% +29,142 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: 10,070 shares; 2024Q4: 9,995 shares; 2025Q1: 8,640 shares; 2025Q2: 9,793 shares; 2025Q3: 9,172 shares; 2025Q4: 9,079 shares; 2026Q1: 6,970 shares; 2026Q2: 27,639 shares 27,639 $3.43M 0.12% +20,669 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: 60,205 shares; 2024Q4: 53,470 shares; 2025Q1: 46,773 shares; 2025Q2: 45,426 shares; 2025Q3: 44,125 shares; 2025Q4: 44,201 shares; 2026Q1: 45,059 shares; 2026Q2: 42,902 shares 42,902 $3.36M 0.11% -2,157 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: 4,987 shares; 2024Q4: 6,805 shares; 2025Q1: 7,880 shares; 2025Q2: 8,363 shares; 2025Q3: 8,145 shares; 2025Q4: 9,112 shares; 2026Q1: 9,211 shares; 2026Q2: 9,039 shares 9,039 $3.34M 0.11% -172 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: 69,579 shares; 2024Q4: 69,084 shares; 2025Q1: 66,687 shares; 2025Q2: 66,530 shares; 2025Q3: 45,507 shares; 2025Q4: 42,513 shares; 2026Q1: 39,818 shares; 2026Q2: 28,467 shares 28,467 $3.34M 0.11% -11,351 Timeline CVC CAP PARTNERS PLC CVC CAP PARTNERS PLC More: the full row for CVC CAP PARTNERS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,024 shares; 2024Q4: 108,024 shares; 2025Q1: 149,732 shares; 2025Q2: 200,152 shares; 2025Q3: 238,204 shares; 2025Q4: 238,204 shares; 2026Q1: 238,204 shares; 2026Q2: 238,204 shares 238,204 $3.33M 0.11% 0 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: 11,698 shares; 2024Q4: 11,711 shares; 2025Q1: 11,508 shares; 2025Q2: 11,445 shares; 2025Q3: 14,118 shares; 2025Q4: 14,208 shares; 2026Q1: 14,355 shares; 2026Q2: 13,908 shares 13,908 $3.29M 0.11% -447 Timeline WCMI 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: 193,798 shares; 2025Q1: 259,778 shares; 2025Q2: 265,782 shares; 2025Q3: 413,879 shares; 2025Q4: 425,830 shares; 2026Q1: 158,331 shares; 2026Q2: 165,962 shares 165,962 $3.25M 0.11% +7,631 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,702 shares; 2024Q4: 64,106 shares; 2025Q1: 56,210 shares; 2025Q2: 52,032 shares; 2025Q3: 44,488 shares; 2025Q4: 43,478 shares; 2026Q1: 41,898 shares; 2026Q2: 35,068 shares 35,068 $3.18M 0.11% -6,830 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: 10,115 shares; 2024Q4: 9,867 shares; 2025Q1: 9,392 shares; 2025Q2: 9,913 shares; 2025Q3: 9,773 shares; 2025Q4: 9,445 shares; 2026Q1: 8,891 shares; 2026Q2: 13,977 shares 13,977 $3.08M 0.1% +5,086 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: 33,493 shares; 2024Q4: 33,506 shares; 2025Q1: 33,260 shares; 2025Q2: 33,241 shares; 2025Q3: 33,014 shares; 2025Q4: 32,824 shares; 2026Q1: 32,522 shares; 2026Q2: 32,103 shares 32,103 $3.07M 0.1% -419 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: 10,987 shares; 2024Q4: 10,887 shares; 2025Q1: 10,680 shares; 2025Q2: 10,751 shares; 2025Q3: 10,665 shares; 2025Q4: 21,825 shares; 2026Q1: 16,334 shares; 2026Q2: 16,055 shares 16,055 $3.06M 0.1% -279 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: 8,425 shares; 2024Q4: 8,016 shares; 2025Q1: 6,848 shares; 2025Q2: 6,570 shares; 2025Q3: 5,995 shares; 2025Q4: 6,000 shares; 2026Q1: 6,024 shares; 2026Q2: 5,990 shares 5,990 $3.05M 0.1% -34 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,660 shares; 2025Q1: 2,597 shares; 2025Q2: 2,595 shares; 2025Q3: 2,692 shares; 2025Q4: 2,677 shares; 2026Q1: 3,115 shares; 2026Q2: 24,548 shares 24,548 $2.93M 0.1% +21,433 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 2,960 shares; 2025Q1: 2,958 shares; 2025Q2: 2,747 shares; 2025Q3: 2,634 shares; 2025Q4: 2,918 shares; 2026Q1: 2,964 shares; 2026Q2: 2,936 shares 2,936 $2.87M 0.1% -28 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,377 shares; 2024Q4: 6,739 shares; 2025Q1: 5,806 shares; 2025Q2: 5,906 shares; 2025Q3: 5,562 shares; 2025Q4: 13,245 shares; 2026Q1: 48,752 shares; 2026Q2: 44,658 shares 44,658 $2.81M 0.1% -4,094 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: 22,560 shares; 2025Q2: 24,427 shares; 2025Q3: 25,632 shares; 2025Q4: 26,647 shares; 2026Q1: 26,605 shares; 2026Q2: 23,415 shares 23,415 $2.77M 0.09% -3,190 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: 13,935 shares; 2024Q4: 14,090 shares; 2025Q1: 19,290 shares; 2025Q2: 19,219 shares; 2025Q3: 13,825 shares; 2025Q4: 13,100 shares; 2026Q1: 13,995 shares; 2026Q2: 12,949 shares 12,949 $2.76M 0.09% -1,046 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,123 shares; 2024Q4: 42,421 shares; 2025Q1: 41,432 shares; 2025Q2: 41,396 shares; 2025Q3: 42,206 shares; 2025Q4: 42,206 shares; 2026Q1: 35,765 shares; 2026Q2: 35,886 shares 35,886 $2.73M 0.09% +121 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: 12,919 shares; 2024Q4: 13,913 shares; 2025Q1: 14,923 shares; 2025Q2: 14,799 shares; 2025Q3: 14,093 shares; 2025Q4: 14,328 shares; 2026Q1: 14,313 shares; 2026Q2: 6,834 shares 6,834 $2.72M 0.09% -7,479 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: 20,675 shares; 2024Q4: 18,328 shares; 2025Q1: 18,188 shares; 2025Q2: 17,734 shares; 2025Q3: 17,493 shares; 2025Q4: 17,487 shares; 2026Q1: 17,439 shares; 2026Q2: 10,513 shares 10,513 $2.59M 0.09% -6,926 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: 77,099 shares; 2024Q4: 82,257 shares; 2025Q1: 77,122 shares; 2025Q2: 76,163 shares; 2025Q3: 53,916 shares; 2025Q4: 50,253 shares; 2026Q1: 49,383 shares; 2026Q2: 44,762 shares 44,762 $2.52M 0.09% -4,621 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: 1,009 shares; 2024Q4: 1,032 shares; 2025Q1: 849 shares; 2025Q2: 870 shares; 2025Q3: 914 shares; 2025Q4: 958 shares; 2026Q1: 1,971 shares; 2026Q2: 2,089 shares 2,089 $2.45M 0.08% +118 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,131 shares; 2024Q4: 45,683 shares; 2025Q1: 36,763 shares; 2025Q2: 56,160 shares; 2025Q3: 85,348 shares; 2025Q4: 84,867 shares; 2026Q1: 79,813 shares; 2026Q2: 47,901 shares 47,901 $2.42M 0.08% -31,912 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: 39,552 shares; 2024Q4: 40,714 shares; 2025Q1: 39,262 shares; 2025Q2: 36,873 shares; 2025Q3: 38,430 shares; 2025Q4: 38,336 shares; 2026Q1: 5,410 shares; 2026Q2: 5,675 shares 5,675 $2.42M 0.08% +265 Timeline IBDX 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: 10,113 shares; 2025Q1: 13,153 shares; 2025Q2: 13,560 shares; 2025Q3: 17,872 shares; 2025Q4: 43,039 shares; 2026Q1: 78,869 shares; 2026Q2: 92,160 shares 92,160 $2.32M 0.08% +13,291 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: 11,014 shares; 2024Q4: 10,329 shares; 2025Q1: 8,399 shares; 2025Q2: 8,399 shares; 2025Q3: 9,608 shares; 2025Q4: 9,101 shares; 2026Q1: 9,039 shares; 2026Q2: 9,039 shares 9,039 $2.28M 0.08% 0 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: 16,191 shares; 2024Q4: 19,408 shares; 2025Q1: 18,617 shares; 2025Q2: 20,517 shares; 2025Q3: 22,052 shares; 2025Q4: 23,707 shares; 2026Q1: 21,197 shares; 2026Q2: 19,022 shares 19,022 $2.22M 0.08% -2,175 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: 4,851 shares; 2024Q4: 4,800 shares; 2025Q1: 4,633 shares; 2025Q2: 13,630 shares; 2025Q3: 15,416 shares; 2025Q4: 21,820 shares; 2026Q1: 21,430 shares; 2026Q2: 22,187 shares 22,187 $2.2M 0.07% +757 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,508 shares; 2024Q4: 6,279 shares; 2025Q1: 15,169 shares; 2025Q2: 15,688 shares; 2025Q3: 15,594 shares; 2025Q4: 15,394 shares; 2026Q1: 15,317 shares; 2026Q2: 13,346 shares 13,346 $2.18M 0.07% -1,971 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: 8,977 shares; 2024Q4: 8,585 shares; 2025Q1: 7,465 shares; 2025Q2: 7,012 shares; 2025Q3: 6,933 shares; 2025Q4: 6,430 shares; 2026Q1: 6,441 shares; 2026Q2: 6,414 shares 6,414 $2.17M 0.07% -27 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: 13,886 shares; 2024Q4: 13,881 shares; 2025Q1: 13,528 shares; 2025Q2: 13,376 shares; 2025Q3: 13,224 shares; 2025Q4: 13,105 shares; 2026Q1: 13,082 shares; 2026Q2: 12,835 shares 12,835 $2.08M 0.07% -247 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; 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: 9,185 shares; 2026Q2: 8,303 shares 8,303 $2.08M 0.07% -882 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: 122,921 shares; 2024Q4: 120,610 shares; 2025Q1: 115,006 shares; 2025Q2: 112,302 shares; 2025Q3: 114,806 shares; 2025Q4: 116,170 shares; 2026Q1: 112,477 shares; 2026Q2: 47,888 shares 47,888 $2.04M 0.07% -64,589 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,185 shares; 2024Q4: 18,449 shares; 2025Q1: 18,211 shares; 2025Q2: 18,082 shares; 2025Q3: 17,968 shares; 2025Q4: 17,968 shares; 2026Q1: 17,898 shares; 2026Q2: 17,137 shares 17,137 $2.02M 0.07% -761 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,671 shares; 2024Q4: 35,398 shares; 2025Q1: 34,999 shares; 2025Q2: 34,947 shares; 2025Q3: 33,473 shares; 2025Q4: 33,003 shares; 2026Q1: 32,730 shares; 2026Q2: 18,372 shares 18,372 $1.98M 0.07% -14,358 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: 10,677 shares; 2024Q4: 9,582 shares; 2025Q1: 8,531 shares; 2025Q2: 8,114 shares; 2025Q3: 7,993 shares; 2025Q4: 7,642 shares; 2026Q1: 7,525 shares; 2026Q2: 5,978 shares 5,978 $1.97M 0.07% -1,547 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,652 shares; 2024Q4: 8,652 shares; 2025Q1: 8,652 shares; 2025Q2: 8,652 shares; 2025Q3: 8,652 shares; 2025Q4: 8,657 shares; 2026Q1: 8,552 shares; 2026Q2: 8,552 shares 8,552 $1.96M 0.07% 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: 8,979 shares; 2024Q4: 8,847 shares; 2025Q1: 8,644 shares; 2025Q2: 7,437 shares; 2025Q3: 7,693 shares; 2025Q4: 7,693 shares; 2026Q1: 7,887 shares; 2026Q2: 7,660 shares 7,660 $1.96M 0.07% -227 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: 67,720 shares 67,720 $1.93M 0.07% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,839 shares; 2024Q4: 8,766 shares; 2025Q1: 7,409 shares; 2025Q2: 7,401 shares; 2025Q3: 7,282 shares; 2025Q4: 7,191 shares; 2026Q1: 7,183 shares; 2026Q2: 7,003 shares 7,003 $1.89M 0.06% -180 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,565 shares; 2024Q4: 11,258 shares; 2025Q1: 9,815 shares; 2025Q2: 9,546 shares; 2025Q3: 6,856 shares; 2025Q4: 6,948 shares; 2026Q1: 6,935 shares; 2026Q2: 5,418 shares 5,418 $1.85M 0.06% -1,517 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: 13,945 shares; 2024Q4: 15,585 shares; 2025Q1: 16,789 shares; 2025Q2: 18,691 shares; 2025Q3: 17,774 shares; 2025Q4: 25,216 shares; 2026Q1: 23,806 shares; 2026Q2: 23,994 shares 23,994 $1.82M 0.06% +188 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: 64,176 shares; 2024Q4: 63,350 shares; 2025Q1: 62,274 shares; 2025Q2: 64,223 shares; 2025Q3: 63,320 shares; 2025Q4: 63,466 shares; 2026Q1: 67,272 shares; 2026Q2: 48,340 shares 48,340 $1.76M 0.06% -18,932 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,018 shares; 2024Q4: 11,018 shares; 2025Q1: 11,018 shares; 2025Q2: 10,993 shares; 2025Q3: 10,903 shares; 2025Q4: 10,878 shares; 2026Q1: 10,873 shares; 2026Q2: 10,254 shares 10,254 $1.74M 0.06% -619 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: 2,239 shares; 2024Q4: 2,179 shares; 2025Q1: 2,087 shares; 2025Q2: 2,025 shares; 2025Q3: 2,481 shares; 2025Q4: 2,867 shares; 2026Q1: 3,816 shares; 2026Q2: 19,526 shares 19,526 $1.68M 0.06% +15,710 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: 10,039 shares; 2024Q4: 10,010 shares; 2025Q1: 3,067 shares; 2025Q2: 5,168 shares; 2025Q3: 5,622 shares; 2025Q4: 5,587 shares; 2026Q1: 5,523 shares; 2026Q2: 20,379 shares 20,379 $1.64M 0.06% +14,856 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: 20,814 shares; 2024Q4: 19,685 shares; 2025Q1: 17,130 shares; 2025Q2: 17,003 shares; 2025Q3: 17,415 shares; 2025Q4: 16,888 shares; 2026Q1: 16,743 shares; 2026Q2: 16,713 shares 16,713 $1.61M 0.05% -30 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: 16,412 shares; 2024Q4: 16,052 shares; 2025Q1: 15,646 shares; 2025Q2: 15,436 shares; 2025Q3: 16,283 shares; 2025Q4: 15,391 shares; 2026Q1: 15,374 shares; 2026Q2: 12,440 shares 12,440 $1.57M 0.05% -2,934 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,609 shares; 2024Q4: 18,609 shares; 2025Q1: 17,777 shares; 2025Q2: 17,757 shares; 2025Q3: 17,829 shares; 2025Q4: 18,025 shares; 2026Q1: 18,017 shares; 2026Q2: 15,991 shares 15,991 $1.57M 0.05% -2,026 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,865 shares; 2024Q4: 9,050 shares; 2025Q1: 6,953 shares; 2025Q2: 6,715 shares; 2025Q3: 7,197 shares; 2025Q4: 11,771 shares; 2026Q1: 14,176 shares; 2026Q2: 14,360 shares 14,360 $1.57M 0.05% +184 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: 6,333 shares; 2024Q4: 6,312 shares; 2025Q1: 6,090 shares; 2025Q2: 5,806 shares; 2025Q3: 5,798 shares; 2025Q4: 5,780 shares; 2026Q1: 5,459 shares; 2026Q2: 4,976 shares 4,976 $1.57M 0.05% -483 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,136 shares; 2025Q3: 154,973 shares; 2025Q4: 195,036 shares; 2026Q1: 33,263 shares; 2026Q2: 25,743 shares 25,743 $1.55M 0.05% -7,520 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: 3,912 shares; 2024Q4: 4,079 shares; 2025Q1: 3,273 shares; 2025Q2: 3,337 shares; 2025Q3: 3,494 shares; 2025Q4: 3,573 shares; 2026Q1: 3,584 shares; 2026Q2: 4,095 shares 4,095 $1.53M 0.05% +511 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: 6,802 shares; 2024Q4: 7,042 shares; 2025Q1: 6,058 shares; 2025Q2: 6,170 shares; 2025Q3: 5,318 shares; 2025Q4: 5,320 shares; 2026Q1: 5,232 shares; 2026Q2: 5,128 shares 5,128 $1.5M 0.05% -104 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,771 shares; 2024Q4: 55,642 shares; 2025Q1: 47,644 shares; 2025Q2: 41,585 shares; 2025Q3: 42,946 shares; 2025Q4: 43,704 shares; 2026Q1: 43,774 shares; 2026Q2: 47,382 shares 47,382 $1.44M 0.05% +3,608 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: 3,153 shares; 2024Q4: 3,026 shares; 2025Q1: 2,980 shares; 2025Q2: 2,937 shares; 2025Q3: 3,261 shares; 2025Q4: 3,536 shares; 2026Q1: 3,516 shares; 2026Q2: 2,795 shares 2,795 $1.44M 0.05% -721 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: 8,734 shares; 2024Q4: 8,734 shares; 2025Q1: 8,734 shares; 2025Q2: 8,497 shares; 2025Q3: 8,497 shares; 2025Q4: 10,646 shares; 2026Q1: 8,905 shares; 2026Q2: 8,519 shares 8,519 $1.4M 0.05% -386 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: 16,304 shares; 2024Q4: 16,291 shares; 2025Q1: 10,895 shares; 2025Q2: 10,503 shares; 2025Q3: 10,470 shares; 2025Q4: 10,470 shares; 2026Q1: 10,257 shares; 2026Q2: 10,192 shares 10,192 $1.4M 0.05% -65 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: 38,118 shares; 2024Q4: 36,783 shares; 2025Q1: 18,748 shares; 2025Q2: 19,705 shares; 2025Q3: 13,534 shares; 2025Q4: 29,426 shares; 2026Q1: 27,765 shares; 2026Q2: 26,299 shares 26,299 $1.4M 0.05% -1,466 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,640 shares; 2025Q4: 6,640 shares; 2026Q1: 15,122 shares; 2026Q2: 26,268 shares 26,268 $1.37M 0.05% +11,146 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: 36,136 shares; 2024Q4: 34,157 shares; 2025Q1: 31,719 shares; 2025Q2: 30,449 shares; 2025Q3: 26,693 shares; 2025Q4: 26,625 shares; 2026Q1: 25,376 shares; 2026Q2: 16,435 shares 16,435 $1.37M 0.05% -8,941 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: 11,578 shares; 2024Q4: 11,372 shares; 2025Q1: 11,089 shares; 2025Q2: 9,558 shares; 2025Q3: 9,311 shares; 2025Q4: 8,898 shares; 2026Q1: 8,859 shares; 2026Q2: 7,673 shares 7,673 $1.35M 0.05% -1,186 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: 14,726 shares; 2024Q4: 14,452 shares; 2025Q1: 12,485 shares; 2025Q2: 12,213 shares; 2025Q3: 11,877 shares; 2025Q4: 10,667 shares; 2026Q1: 10,406 shares; 2026Q2: 10,343 shares 10,343 $1.35M 0.05% -63 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,952 shares; 2025Q1: 7,378 shares; 2025Q2: 7,414 shares; 2025Q3: 8,201 shares; 2025Q4: 8,234 shares; 2026Q1: 8,708 shares; 2026Q2: 8,513 shares 8,513 $1.35M 0.05% -195 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,220 shares; 2024Q4: 33,159 shares; 2025Q1: 33,246 shares; 2025Q2: 45,704 shares; 2025Q3: 45,623 shares; 2025Q4: 44,243 shares; 2026Q1: 43,557 shares; 2026Q2: 15,809 shares 15,809 $1.34M 0.05% -27,748 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: 11,491 shares; 2024Q4: 11,234 shares; 2025Q1: 12,074 shares; 2025Q2: 12,131 shares; 2025Q3: 12,110 shares; 2025Q4: 10,810 shares; 2026Q1: 10,690 shares; 2026Q2: 5,592 shares 5,592 $1.33M 0.05% -5,098 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,393 shares; 2024Q4: 24,085 shares; 2025Q1: 22,012 shares; 2025Q2: 20,398 shares; 2025Q3: 11,479 shares; 2025Q4: 11,128 shares; 2026Q1: 11,086 shares; 2026Q2: 10,706 shares 10,706 $1.3M 0.04% -380 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,591 shares; 2024Q4: 9,574 shares; 2025Q1: 8,551 shares; 2025Q2: 8,211 shares; 2025Q3: 8,157 shares; 2025Q4: 8,466 shares; 2026Q1: 8,241 shares; 2026Q2: 8,301 shares 8,301 $1.3M 0.04% +60 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,520 shares; 2024Q4: 55,807 shares; 2025Q1: 24,840 shares; 2025Q2: 21,682 shares; 2025Q3: 19,697 shares; 2025Q4: 18,172 shares; 2026Q1: 17,701 shares; 2026Q2: 11,398 shares 11,398 $1.3M 0.04% -6,303 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: 24,073 shares; 2024Q4: 22,540 shares; 2025Q1: 16,177 shares; 2025Q2: 15,719 shares; 2025Q3: 7,612 shares; 2025Q4: 7,509 shares; 2026Q1: 7,258 shares; 2026Q2: 6,793 shares 6,793 $1.29M 0.04% -465 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,332 shares; 2024Q4: 11,418 shares; 2025Q1: 12,478 shares; 2025Q2: 11,537 shares; 2025Q3: 11,041 shares; 2025Q4: 11,991 shares; 2026Q1: 11,991 shares; 2026Q2: 11,991 shares 11,991 $1.28M 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,603 shares; 2024Q4: 2,603 shares; 2025Q1: 2,571 shares; 2025Q2: 2,537 shares; 2025Q3: 2,497 shares; 2025Q4: 2,497 shares; 2026Q1: 2,479 shares; 2026Q2: 2,440 shares 2,440 $1.27M 0.04% -39 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: 19,243 shares; 2024Q4: 19,100 shares; 2025Q1: 18,190 shares; 2025Q2: 17,878 shares; 2025Q3: 17,801 shares; 2025Q4: 17,268 shares; 2026Q1: 17,436 shares; 2026Q2: 15,387 shares 15,387 $1.27M 0.04% -2,049 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: 2,386 shares; 2025Q1: 2,296 shares; 2025Q2: 2,230 shares; 2025Q3: 2,282 shares; 2025Q4: 2,283 shares; 2026Q1: 2,110 shares; 2026Q2: 1,998 shares 1,998 $1.27M 0.04% -112 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: 76,056 shares; 2024Q4: 177,914 shares; 2025Q1: 165,086 shares; 2025Q2: 165,789 shares; 2025Q3: 163,916 shares; 2025Q4: 162,523 shares; 2026Q1: 157,158 shares; 2026Q2: 52,136 shares 52,136 $1.26M 0.04% -105,022 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: 5,754 shares; 2024Q4: 4,952 shares; 2025Q1: 3,828 shares; 2025Q2: 3,618 shares; 2025Q3: 3,088 shares; 2025Q4: 2,958 shares; 2026Q1: 2,839 shares; 2026Q2: 2,450 shares 2,450 $1.25M 0.04% -389 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: 26,992 shares; 2024Q4: 24,893 shares; 2025Q1: 21,789 shares; 2025Q2: 20,852 shares; 2025Q3: 15,837 shares; 2025Q4: 14,957 shares; 2026Q1: 14,941 shares; 2026Q2: 26,815 shares 26,815 $1.25M 0.04% +11,874 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: 96,456 shares; 2024Q4: 98,990 shares; 2025Q1: 94,086 shares; 2025Q2: 89,532 shares; 2025Q3: 87,633 shares; 2025Q4: 89,849 shares; 2026Q1: 88,913 shares; 2026Q2: 59,560 shares 59,560 $1.23M 0.04% -29,353 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,741 shares; 2024Q4: 11,705 shares; 2025Q1: 11,648 shares; 2025Q2: 11,736 shares; 2025Q3: 11,506 shares; 2025Q4: 22,828 shares; 2026Q1: 23,061 shares; 2026Q2: 23,036 shares 23,036 $1.17M 0.04% -25 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: 5,980 shares; 2024Q4: 5,265 shares; 2025Q1: 5,265 shares; 2025Q2: 4,933 shares; 2025Q3: 5,562 shares; 2025Q4: 5,593 shares; 2026Q1: 5,656 shares; 2026Q2: 5,317 shares 5,317 $1.16M 0.04% -339 Timeline IBDY 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: 8,219 shares; 2025Q2: 12,599 shares; 2025Q3: 12,904 shares; 2025Q4: 17,083 shares; 2026Q1: 32,984 shares; 2026Q2: 44,991 shares 44,991 $1.16M 0.04% +12,007 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: 2,675 shares; 2024Q4: 2,633 shares; 2025Q1: 2,201 shares; 2025Q2: 2,021 shares; 2025Q3: 2,011 shares; 2025Q4: 1,831 shares; 2026Q1: 1,766 shares; 2026Q2: 1,507 shares 1,507 $1.14M 0.04% -259 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: 60,247 shares; 2024Q4: 55,210 shares; 2025Q1: 40,454 shares; 2025Q2: 37,822 shares; 2025Q3: 53,564 shares; 2025Q4: 52,101 shares; 2026Q1: 49,035 shares; 2026Q2: 19,277 shares 19,277 $1.11M 0.04% -29,758 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,008 shares; 2024Q4: 2,708 shares; 2025Q1: 2,708 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $1.11M 0.04% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,143 shares; 2026Q1: 13,548 shares; 2026Q2: 12,422 shares 12,422 $1.1M 0.04% -1,126 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: 5,356 shares; 2024Q4: 5,322 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 4,769 shares; 2025Q4: 5,009 shares; 2026Q1: 5,420 shares; 2026Q2: 10,543 shares 10,543 $1.08M 0.04% +5,123 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: 10,624 shares; 2024Q4: 10,375 shares; 2025Q1: 7,607 shares; 2025Q2: 7,103 shares; 2025Q3: 6,740 shares; 2025Q4: 6,841 shares; 2026Q1: 6,557 shares; 2026Q2: 6,307 shares 6,307 $1.07M 0.04% -250 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,618 shares; 2025Q1: 21,146 shares; 2025Q2: 36,398 shares; 2025Q3: 28,462 shares; 2025Q4: 27,752 shares; 2026Q1: 31,375 shares; 2026Q2: 31,953 shares 31,953 $1.06M 0.04% +578 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: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,462 shares; 2025Q3: 5,427 shares; 2025Q4: 6,778 shares; 2026Q1: 4,278 shares; 2026Q2: 4,320 shares 4,320 $1.05M 0.04% +42 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,959 shares; 2025Q4: 20,302 shares; 2026Q1: 21,545 shares; 2026Q2: 10,293 shares 10,293 $1.02M 0.03% -11,252 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: not reported; 2024Q4: not reported; 2025Q1: 17,936 shares; 2025Q2: 19,957 shares; 2025Q3: 20,843 shares; 2025Q4: 23,141 shares; 2026Q1: 18,569 shares; 2026Q2: 18,932 shares 18,932 $1.01M 0.03% +363 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,246 shares; 2024Q4: 1,258 shares; 2025Q1: 1,546 shares; 2025Q2: 1,578 shares; 2025Q3: 1,654 shares; 2025Q4: 16,244 shares; 2026Q1: 16,047 shares; 2026Q2: 14,160 shares 14,160 $1.01M 0.03% -1,887 Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $1M 0.03% 0 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: 6,043 shares; 2025Q4: 5,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $999K 0.03% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 5,073 shares; 2026Q2: 4,767 shares 4,767 $987K 0.03% -306 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,100 shares; 2024Q4: 14,039 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,201 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares 7,200 $986K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,359 shares; 2024Q4: 212,428 shares; 2025Q1: 214,029 shares; 2025Q2: 212,874 shares; 2025Q3: 81,575 shares; 2025Q4: 54,943 shares; 2026Q1: 50,520 shares; 2026Q2: 19,787 shares 19,787 $986K 0.03% -30,733 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: 31,131 shares; 2024Q4: 26,973 shares; 2025Q1: 27,005 shares; 2025Q2: 26,655 shares; 2025Q3: 24,620 shares; 2025Q4: 17,684 shares; 2026Q1: 7,419 shares; 2026Q2: 6,205 shares 6,205 $972K 0.03% -1,214 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: 4,028 shares; 2024Q4: 2,968 shares; 2025Q1: 2,968 shares; 2025Q2: 2,968 shares; 2025Q3: 2,384 shares; 2025Q4: 2,735 shares; 2026Q1: 3,126 shares; 2026Q2: 4,058 shares 4,058 $890K 0.03% +932 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: 8,275 shares; 2024Q4: 7,687 shares; 2025Q1: 7,437 shares; 2025Q2: 7,273 shares; 2025Q3: 5,252 shares; 2025Q4: 7,131 shares; 2026Q1: 5,812 shares; 2026Q2: 5,538 shares 5,538 $879K 0.03% -274 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $869K 0.03% 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: 12,605 shares; 2024Q4: 12,605 shares; 2025Q1: 12,605 shares; 2025Q2: 13,105 shares; 2025Q3: 13,105 shares; 2025Q4: 13,105 shares; 2026Q1: 13,105 shares; 2026Q2: 900 shares 900 $868K 0.03% -12,205 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,342 shares; 2024Q4: 36,127 shares; 2025Q1: 35,521 shares; 2025Q2: 35,212 shares; 2025Q3: 30,484 shares; 2025Q4: 24,524 shares; 2026Q1: 6,894 shares; 2026Q2: 5,089 shares 5,089 $854K 0.03% -1,805 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 28,200 shares; 2025Q3: 33,138 shares; 2025Q4: 36,197 shares; 2026Q1: 38,826 shares; 2026Q2: 46,821 shares 46,821 $840K 0.03% +7,995 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,840 shares; 2024Q4: 13,840 shares; 2025Q1: 13,840 shares; 2025Q2: 14,433 shares; 2025Q3: 16,655 shares; 2025Q4: 38,507 shares; 2026Q1: 37,604 shares; 2026Q2: 32,552 shares 32,552 $833K 0.03% -5,052 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: 7,518 shares; 2024Q4: 7,517 shares; 2025Q1: 3,554 shares; 2025Q2: 3,589 shares; 2025Q3: 3,522 shares; 2025Q4: 3,505 shares; 2026Q1: 3,548 shares; 2026Q2: 2,747 shares 2,747 $833K 0.03% -801 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,704 shares; 2024Q4: 10,617 shares; 2025Q1: 9,617 shares; 2025Q2: 9,617 shares; 2025Q3: 9,617 shares; 2025Q4: 10,134 shares; 2026Q1: 10,390 shares; 2026Q2: 10,890 shares 10,890 $810K 0.03% +500 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: 5,126 shares 5,126 $774K 0.03% new 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: 2,818 shares; 2024Q4: 19,950 shares; 2025Q1: 24,140 shares; 2025Q2: 23,851 shares; 2025Q3: 24,176 shares; 2025Q4: 23,487 shares; 2026Q1: 5,019 shares; 2026Q2: 3,482 shares 3,482 $761K 0.03% -1,537 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,845 shares; 2024Q4: 13,495 shares; 2025Q1: 13,495 shares; 2025Q2: 15,845 shares; 2025Q3: 18,160 shares; 2025Q4: 26,787 shares; 2026Q1: 17,714 shares; 2026Q2: 17,714 shares 17,714 $751K 0.03% 0 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: 8,768 shares; 2024Q4: 7,350 shares; 2025Q1: 6,146 shares; 2025Q2: 5,265 shares; 2025Q3: 5,090 shares; 2025Q4: 4,848 shares; 2026Q1: 4,680 shares; 2026Q2: 4,183 shares 4,183 $751K 0.03% -497 Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $750K 0.03% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,532 shares; 2025Q2: 1,502 shares; 2025Q3: 1,507 shares; 2025Q4: 1,510 shares; 2026Q1: 1,507 shares; 2026Q2: 1,502 shares 1,502 $738K 0.03% -5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,446 shares; 2024Q4: 20,215 shares; 2025Q1: 18,409 shares; 2025Q2: 17,839 shares; 2025Q3: 16,309 shares; 2025Q4: 15,172 shares; 2026Q1: 14,568 shares; 2026Q2: 12,734 shares 12,734 $737K 0.03% -1,834 Timeline IBMP 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: 8,319 shares; 2025Q3: 8,824 shares; 2025Q4: 26,797 shares; 2026Q1: 25,875 shares; 2026Q2: 28,726 shares 28,726 $730K 0.02% +2,851 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: 22,895 shares; 2024Q4: 22,870 shares; 2025Q1: 22,670 shares; 2025Q2: 16,666 shares; 2025Q3: 16,629 shares; 2025Q4: 12,006 shares; 2026Q1: 11,915 shares; 2026Q2: 4,954 shares 4,954 $716K 0.02% -6,961 Timeline IBMO 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: 8,833 shares; 2025Q2: 9,949 shares; 2025Q3: 10,450 shares; 2025Q4: 28,281 shares; 2026Q1: 27,369 shares; 2026Q2: 27,449 shares 27,449 $704K 0.02% +80 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 5,941 shares; 2026Q1: 6,675 shares; 2026Q2: 6,856 shares 6,856 $698K 0.02% +181 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: 14,083 shares; 2024Q4: 15,675 shares; 2025Q1: 16,436 shares; 2025Q2: 14,117 shares; 2025Q3: 21,036 shares; 2025Q4: 29,742 shares; 2026Q1: 13,369 shares; 2026Q2: 12,945 shares 12,945 $694K 0.02% -424 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,352 shares; 2025Q3: 3,279 shares; 2025Q4: 6,126 shares; 2026Q1: 5,861 shares; 2026Q2: 5,742 shares 5,742 $673K 0.02% -119 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: 173 shares; 2024Q4: 261 shares; 2025Q1: 261 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,292 shares; 2026Q1: 4,292 shares; 2026Q2: 3,412 shares 3,412 $651K 0.02% -880 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,860 shares; 2026Q2: 20,860 shares 20,860 $649K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,240 shares; 2024Q4: 4,188 shares; 2025Q1: 4,277 shares; 2025Q2: 4,490 shares; 2025Q3: 4,558 shares; 2025Q4: 5,502 shares; 2026Q1: 4,379 shares; 2026Q2: 8,066 shares 8,066 $641K 0.02% +3,687 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: 8,485 shares; 2024Q4: 8,485 shares; 2025Q1: 7,310 shares; 2025Q2: 7,754 shares; 2025Q3: 9,660 shares; 2025Q4: 9,691 shares; 2026Q1: 8,771 shares; 2026Q2: 5,442 shares 5,442 $640K 0.02% -3,329 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: 41,728 shares; 2024Q4: 30,391 shares; 2025Q1: 28,189 shares; 2025Q2: 27,804 shares; 2025Q3: 25,897 shares; 2025Q4: 8,435 shares; 2026Q1: 5,095 shares; 2026Q2: 4,693 shares 4,693 $636K 0.02% -402 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,426 shares 13,426 $626K 0.02% new 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: 3,750 shares; 2024Q4: 3,532 shares; 2025Q1: 3,704 shares; 2025Q2: 3,224 shares; 2025Q3: not reported; 2025Q4: 10,492 shares; 2026Q1: 18,351 shares; 2026Q2: 6,859 shares 6,859 $620K 0.02% -11,492 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: 38,501 shares; 2024Q4: 47,327 shares; 2025Q1: 46,781 shares; 2025Q2: 46,660 shares; 2025Q3: 47,047 shares; 2025Q4: 46,068 shares; 2026Q1: 48,969 shares; 2026Q2: 25,170 shares 25,170 $618K 0.02% -23,799 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,215 shares; 2025Q1: 16,664 shares; 2025Q2: 16,840 shares; 2025Q3: 16,858 shares; 2025Q4: 16,770 shares; 2026Q1: 4,725 shares; 2026Q2: 3,467 shares 3,467 $609K 0.02% -1,258 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: 11,928 shares; 2024Q4: 11,928 shares; 2025Q1: 12,499 shares; 2025Q2: 14,220 shares; 2025Q3: 11,732 shares; 2025Q4: 11,732 shares; 2026Q1: 11,732 shares; 2026Q2: 11,732 shares 11,732 $592K 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,011 shares 4,011 $586K 0.02% new 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: 2,756 shares; 2024Q4: 2,743 shares; 2025Q1: 3,383 shares; 2025Q2: 3,389 shares; 2025Q3: 3,557 shares; 2025Q4: 3,338 shares; 2026Q1: 2,973 shares; 2026Q2: 2,215 shares 2,215 $577K 0.02% -758 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,258 shares; 2026Q2: 9,526 shares 9,526 $569K 0.02% +1,268 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,089 shares; 2024Q4: 1,054 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,010 shares; 2026Q2: 792 shares 792 $557K 0.02% -218 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: 16,651 shares; 2024Q4: 15,342 shares; 2025Q1: 12,008 shares; 2025Q2: 10,359 shares; 2025Q3: 8,486 shares; 2025Q4: 8,191 shares; 2026Q1: 8,175 shares; 2026Q2: 8,023 shares 8,023 $548K 0.02% -152 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,316 shares; 2024Q4: 2,970 shares; 2025Q1: 2,765 shares; 2025Q2: 2,755 shares; 2025Q3: 2,955 shares; 2025Q4: 2,728 shares; 2026Q1: 2,771 shares; 2026Q2: 2,471 shares 2,471 $535K 0.02% -300 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: 511 shares; 2024Q4: 511 shares; 2025Q1: 472 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 472 shares 472 $535K 0.02% -3 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: 3,869 shares; 2024Q4: 3,869 shares; 2025Q1: 2,405 shares; 2025Q2: 2,379 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares; 2026Q1: 2,346 shares; 2026Q2: 2,331 shares 2,331 $529K 0.02% -15 Timeline IBDZ 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: 9,928 shares; 2026Q1: 18,995 shares; 2026Q2: 20,306 shares 20,306 $529K 0.02% +1,311 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,520 shares; 2025Q4: 1,470 shares; 2026Q1: 1,420 shares; 2026Q2: 2,344 shares 2,344 $522K 0.02% +924 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: 3,964 shares; 2024Q4: 4,655 shares; 2025Q1: 4,480 shares; 2025Q2: 4,340 shares; 2025Q3: 4,097 shares; 2025Q4: 4,004 shares; 2026Q1: 2,938 shares; 2026Q2: 2,765 shares 2,765 $512K 0.02% -173 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: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,250 shares; 2025Q4: 17,583 shares; 2026Q1: 17,334 shares; 2026Q2: 16,075 shares 16,075 $504K 0.02% -1,259 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,915 shares 4,915 $503K 0.02% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,758 shares; 2024Q4: 5,219 shares; 2025Q1: 4,178 shares; 2025Q2: 4,178 shares; 2025Q3: 3,353 shares; 2025Q4: 3,401 shares; 2026Q1: 3,302 shares; 2026Q2: 3,297 shares 3,297 $502K 0.02% -5 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: 6,624 shares; 2024Q4: 6,624 shares; 2025Q1: 4,513 shares; 2025Q2: 4,111 shares; 2025Q3: 3,995 shares; 2025Q4: 3,977 shares; 2026Q1: 3,969 shares; 2026Q2: 5,748 shares 5,748 $500K 0.02% +1,779 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 10,454 shares; 2026Q1: 9,916 shares; 2026Q2: 10,977 shares 10,977 $498K 0.02% +1,061 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,193 shares; 2024Q4: 8,120 shares; 2025Q1: 7,216 shares; 2025Q2: 7,215 shares; 2025Q3: 4,711 shares; 2025Q4: 3,912 shares; 2026Q1: 3,528 shares; 2026Q2: 2,945 shares 2,945 $491K 0.02% -583 Timeline IWO 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: 846 shares; 2026Q1: 1,528 shares; 2026Q2: 1,231 shares 1,231 $485K 0.02% -297 Timeline FNMA FEDERAL NATL MTG ASS 000000 More: the full row for FEDERAL NATL MTG ASS 000000 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 60,000 shares; 2025Q3: 70,000 shares; 2025Q4: 73,000 shares; 2026Q1: 73,000 shares; 2026Q2: 73,000 shares 73,000 $475K 0.02% 0 Timeline RSPT 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: 10,840 shares; 2024Q4: 10,840 shares; 2025Q1: 7,940 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares; 2025Q4: 7,640 shares; 2026Q1: 7,640 shares; 2026Q2: 7,340 shares 7,340 $473K 0.02% -300 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,195 shares; 2024Q4: 14,195 shares; 2025Q1: not reported; 2025Q2: 10,141 shares; 2025Q3: 10,141 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,371 shares 24,371 $466K 0.02% new 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: 17,846 shares; 2024Q4: 15,726 shares; 2025Q1: 13,093 shares; 2025Q2: 12,631 shares; 2025Q3: 6,059 shares; 2025Q4: 5,129 shares; 2026Q1: 4,429 shares; 2026Q2: 3,721 shares 3,721 $463K 0.02% -708 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: 40,765 shares; 2024Q4: 37,853 shares; 2025Q1: 26,416 shares; 2025Q2: 26,382 shares; 2025Q3: 11,136 shares; 2025Q4: 10,676 shares; 2026Q1: 6,720 shares; 2026Q2: 6,713 shares 6,713 $460K 0.02% -7 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,764 shares; 2024Q4: 10,602 shares; 2025Q1: 10,736 shares; 2025Q2: 9,405 shares; 2025Q3: 10,520 shares; 2025Q4: 10,520 shares; 2026Q1: 10,520 shares; 2026Q2: 11,284 shares 11,284 $459K 0.02% +764 Timeline MVBF MVB FINL CORP More: the full row for MVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,683 shares; 2024Q4: 16,101 shares; 2025Q1: 16,101 shares; 2025Q2: 16,101 shares; 2025Q3: 15,683 shares; 2025Q4: 15,683 shares; 2026Q1: 15,683 shares; 2026Q2: 15,683 shares 15,683 $455K 0.02% 0 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: 140,471 shares; 2024Q4: 35,303 shares; 2025Q1: 15,795 shares; 2025Q2: 14,640 shares; 2025Q3: 12,097 shares; 2025Q4: 10,924 shares; 2026Q1: 9,932 shares; 2026Q2: 9,450 shares 9,450 $449K 0.02% -482 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,476 shares; 2025Q3: 15,476 shares; 2025Q4: 15,476 shares; 2026Q1: 15,476 shares; 2026Q2: 15,476 shares 15,476 $443K 0.02% 0 Timeline LKNCY LUCKIN COFFEE INC ADR (CYM) More: the full row for LUCKIN COFFEE INC ADR (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,965 shares; 2024Q4: 15,965 shares; 2025Q1: 15,965 shares; 2025Q2: 15,965 shares; 2025Q3: 15,965 shares; 2025Q4: 15,965 shares; 2026Q1: 15,965 shares; 2026Q2: 15,965 shares 15,965 $442K 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: 2,547 shares 2,547 $435K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $424K 0.01% 0 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: 4,429 shares; 2024Q4: 4,391 shares; 2025Q1: 4,362 shares; 2025Q2: 4,362 shares; 2025Q3: 4,244 shares; 2025Q4: 4,265 shares; 2026Q1: 4,631 shares; 2026Q2: 4,592 shares 4,592 $421K 0.01% -39 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139 shares; 2026Q2: 1,390 shares 1,390 $419K 0.01% +1,251 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $417K 0.01% 0 Timeline DFUS 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $410K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 3,703 shares; 2025Q1: 3,264 shares; 2025Q2: 3,262 shares; 2025Q3: 4,058 shares; 2025Q4: 3,861 shares; 2026Q1: 2,628 shares; 2026Q2: 2,628 shares 2,628 $404K 0.01% 0 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: 4,157 shares; 2024Q4: 4,220 shares; 2025Q1: 4,220 shares; 2025Q2: 4,218 shares; 2025Q3: 4,215 shares; 2025Q4: 3,713 shares; 2026Q1: 3,713 shares; 2026Q2: 4,130 shares 4,130 $398K 0.01% +417 Timeline VSS 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: 1,789 shares; 2024Q4: 1,773 shares; 2025Q1: 2,044 shares; 2025Q2: 1,722 shares; 2025Q3: 1,722 shares; 2025Q4: 1,810 shares; 2026Q1: 2,580 shares; 2026Q2: 2,580 shares 2,580 $398K 0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,308 shares; 2024Q4: 6,988 shares; 2025Q1: 7,186 shares; 2025Q2: 7,400 shares; 2025Q3: 7,490 shares; 2025Q4: 9,417 shares; 2026Q1: 9,004 shares; 2026Q2: 8,874 shares 8,874 $391K 0.01% -130 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,650 shares; 2025Q3: 5,650 shares; 2025Q4: 5,650 shares; 2026Q1: 5,650 shares; 2026Q2: 7,150 shares 7,150 $374K 0.01% +1,500 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,457 shares; 2024Q4: 4,425 shares; 2025Q1: 4,053 shares; 2025Q2: 4,044 shares; 2025Q3: 3,944 shares; 2025Q4: 3,874 shares; 2026Q1: 3,822 shares; 2026Q2: 3,822 shares 3,822 $370K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,956 shares; 2024Q4: 5,414 shares; 2025Q1: 5,414 shares; 2025Q2: 5,280 shares; 2025Q3: 5,269 shares; 2025Q4: 5,250 shares; 2026Q1: 4,554 shares; 2026Q2: 4,405 shares 4,405 $366K 0.01% -149 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: 3,127 shares; 2024Q4: 3,112 shares; 2025Q1: 2,302 shares; 2025Q2: 2,241 shares; 2025Q3: 2,239 shares; 2025Q4: 2,074 shares; 2026Q1: 2,070 shares; 2026Q2: 2,070 shares 2,070 $363K 0.01% 0 Timeline VCLT 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: 4,934 shares; 2024Q4: 5,032 shares; 2025Q1: 4,553 shares; 2025Q2: 4,415 shares; 2025Q3: 4,464 shares; 2025Q4: 4,212 shares; 2026Q1: 4,908 shares; 2026Q2: 4,788 shares 4,788 $360K 0.01% -120 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: not reported; 2025Q2: not reported; 2025Q3: 484 shares; 2025Q4: 494 shares; 2026Q1: 494 shares; 2026Q2: 494 shares 494 $356K 0.01% 0 Timeline PROSPECT CAP CORP PROSPECT CAP CORP More: the full row for PROSPECT CAP 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: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $350K 0.01% 0 ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,501 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,506 shares; 2026Q1: 1,501 shares; 2026Q2: 1,455 shares 1,455 $346K 0.01% -46 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203 shares; 2026Q2: 203 shares 203 $345K 0.01% 0 Timeline EAGLE POINT CR CO EAGLE POINT CR CO More: the full row for EAGLE POINT CR 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: 13,720 shares; 2025Q4: 13,720 shares; 2026Q1: 13,720 shares; 2026Q2: 13,720 shares 13,720 $343K 0.01% 0 HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,719 shares; 2024Q4: 133,830 shares; 2025Q1: 122,157 shares; 2025Q2: 119,834 shares; 2025Q3: 119,681 shares; 2025Q4: 117,784 shares; 2026Q1: 120,518 shares; 2026Q2: 19,057 shares 19,057 $338K 0.01% -101,461 Timeline USD 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: 3,200 shares; 2025Q1: not reported; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 6,400 shares; 2026Q1: not reported; 2026Q2: 3,174 shares 3,174 $331K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,794 shares; 2025Q1: 13,983 shares; 2025Q2: 12,434 shares; 2025Q3: 11,466 shares; 2025Q4: 9,665 shares; 2026Q1: 9,665 shares; 2026Q2: 9,665 shares 9,665 $327K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 531 shares; 2025Q4: 504 shares; 2026Q1: 501 shares; 2026Q2: 455 shares 455 $325K 0.01% -46 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,810 shares; 2025Q1: 3,873 shares; 2025Q2: 3,621 shares; 2025Q3: 3,569 shares; 2025Q4: 3,569 shares; 2026Q1: 3,328 shares; 2026Q2: 3,328 shares 3,328 $320K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,346 shares 2,346 $318K 0.01% new 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: 2,959 shares; 2024Q4: 2,959 shares; 2025Q1: 2,959 shares; 2025Q2: 5,918 shares; 2025Q3: 6,484 shares; 2025Q4: 6,484 shares; 2026Q1: 6,484 shares; 2026Q2: 6,484 shares 6,484 $311K 0.01% 0 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,548 shares; 2024Q4: 16,348 shares; 2025Q1: 15,248 shares; 2025Q2: 15,248 shares; 2025Q3: 15,248 shares; 2025Q4: 15,248 shares; 2026Q1: 15,248 shares; 2026Q2: 15,248 shares 15,248 $310K 0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,043 shares; 2025Q4: 4,043 shares; 2026Q1: not reported; 2026Q2: 5,436 shares 5,436 $307K 0.01% new 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: 33,989 shares; 2024Q4: 48,283 shares; 2025Q1: 48,237 shares; 2025Q2: 48,237 shares; 2025Q3: 48,237 shares; 2025Q4: 48,237 shares; 2026Q1: 48,273 shares; 2026Q2: 4,945 shares 4,945 $305K 0.01% -43,328 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,269 shares 8,269 $304K 0.01% new 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: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,234 shares; 2025Q3: 1,278 shares; 2025Q4: 1,278 shares; 2026Q1: 1,273 shares; 2026Q2: 1,273 shares 1,273 $303K 0.01% 0 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: 984 shares; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 1,963 shares; 2026Q1: 1,909 shares; 2026Q2: 1,776 shares 1,776 $302K 0.01% -133 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,759 shares; 2024Q4: 4,609 shares; 2025Q1: 4,168 shares; 2025Q2: 4,168 shares; 2025Q3: 4,168 shares; 2025Q4: 4,163 shares; 2026Q1: 4,060 shares; 2026Q2: 3,828 shares 3,828 $302K 0.01% -232 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,005 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $293K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,332 shares; 2024Q4: 13,842 shares; 2025Q1: 13,330 shares; 2025Q2: 11,246 shares; 2025Q3: 8,728 shares; 2025Q4: 8,563 shares; 2026Q1: 8,298 shares; 2026Q2: 3,541 shares 3,541 $292K 0.01% -4,757 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,631 shares; 2024Q4: 7,893 shares; 2025Q1: 7,893 shares; 2025Q2: 7,893 shares; 2025Q3: 7,893 shares; 2025Q4: 7,893 shares; 2026Q1: 7,893 shares; 2026Q2: 7,893 shares 7,893 $291K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,781 shares; 2024Q4: 19,774 shares; 2025Q1: 19,245 shares; 2025Q2: 19,345 shares; 2025Q3: 19,352 shares; 2025Q4: 19,179 shares; 2026Q1: 19,239 shares; 2026Q2: 2,070 shares 2,070 $290K 0.01% -17,169 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,287 shares 3,287 $289K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 688 shares; 2024Q4: 605 shares; 2025Q1: 603 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 821 shares; 2026Q2: 821 shares 821 $283K 0.01% 0 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: 5,983 shares; 2024Q4: 5,943 shares; 2025Q1: 5,804 shares; 2025Q2: 5,640 shares; 2025Q3: 5,634 shares; 2025Q4: 4,757 shares; 2026Q1: 4,577 shares; 2026Q2: 3,830 shares 3,830 $281K 0.01% -747 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $277K 0.01% new 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: 2,000 shares; 2025Q4: 1,508 shares; 2026Q1: 1,250 shares; 2026Q2: 700 shares 700 $276K 0.01% -550 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 9,940 shares 9,940 $268K 0.01% -760 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,098 shares; 2026Q2: 1,098 shares 1,098 $266K 0.01% 0 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: 36,775 shares; 2024Q4: 17,383 shares; 2025Q1: 11,776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,879 shares 5,879 $265K 0.01% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: 2,984 shares; 2025Q1: 2,898 shares; 2025Q2: 2,898 shares; 2025Q3: not reported; 2025Q4: 2,385 shares; 2026Q1: 2,376 shares; 2026Q2: 2,733 shares 2,733 $264K 0.01% +357 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,167 shares; 2024Q4: 2,746 shares; 2025Q1: 2,076 shares; 2025Q2: 2,079 shares; 2025Q3: 1,936 shares; 2025Q4: 1,924 shares; 2026Q1: 1,872 shares; 2026Q2: 975 shares 975 $263K 0.01% -897 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,523 shares; 2025Q4: 2,953 shares; 2026Q1: 2,953 shares; 2026Q2: 2,953 shares 2,953 $261K 0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: not reported; 2026Q2: 7,500 shares 7,500 $260K 0.01% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,916 shares 2,916 $259K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,366 shares 1,366 $257K 0.01% new Timeline IWY 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: 880 shares; 2025Q1: not reported; 2025Q2: 880 shares; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 880 shares; 2026Q2: 880 shares 880 $256K 0.01% 0 Timeline VHT 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: 762 shares; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 845 shares 845 $253K 0.01% +87 Timeline IBID 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: 9,515 shares 9,515 $250K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,091 shares; 2026Q1: 1,086 shares; 2026Q2: 1,086 shares 1,086 $246K 0.01% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 2,025 shares 2,025 $244K 0.01% 0 Timeline CWI 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: 6,973 shares; 2024Q4: not reported; 2025Q1: 7,668 shares; 2025Q2: 7,668 shares; 2025Q3: 7,668 shares; 2025Q4: 5,918 shares; 2026Q1: 5,918 shares; 2026Q2: 5,918 shares 5,918 $241K 0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares; 2026Q2: 972 shares 972 $236K 0.01% +28 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: 2,614 shares; 2024Q4: 2,446 shares; 2025Q1: 2,092 shares; 2025Q2: 1,991 shares; 2025Q3: 1,715 shares; 2025Q4: 1,514 shares; 2026Q1: 1,211 shares; 2026Q2: 1,149 shares 1,149 $236K 0.01% -62 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 837 shares; 2024Q4: 809 shares; 2025Q1: 707 shares; 2025Q2: 670 shares; 2025Q3: 625 shares; 2025Q4: 634 shares; 2026Q1: not reported; 2026Q2: 606 shares 606 $234K 0.01% new Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,829 shares 3,829 $226K 0.01% new 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: 800 shares; 2024Q4: 600 shares; 2025Q1: 601 shares; 2025Q2: 601 shares; 2025Q3: 601 shares; 2025Q4: 402 shares; 2026Q1: not reported; 2026Q2: 401 shares 401 $225K 0.01% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 275 shares; 2026Q2: 270 shares 270 $224K 0.01% -5 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,277 shares; 2024Q4: 11,277 shares; 2025Q1: 11,038 shares; 2025Q2: 11,038 shares; 2025Q3: 11,038 shares; 2025Q4: 11,038 shares; 2026Q1: 11,208 shares; 2026Q2: 10,000 shares 10,000 $223K 0.01% -1,208 Timeline IBMR 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: 8,759 shares 8,759 $222K 0.01% new 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: 3,470 shares; 2024Q4: 3,470 shares; 2025Q1: 2,999 shares; 2025Q2: 2,911 shares; 2025Q3: 2,268 shares; 2025Q4: 2,098 shares; 2026Q1: not reported; 2026Q2: 2,023 shares 2,023 $222K 0.01% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU 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: not reported; 2026Q2: 3,665 shares 3,665 $218K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,393 shares 1,393 $218K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,774 shares; 2026Q1: 2,796 shares; 2026Q2: 2,796 shares 2,796 $216K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,067 shares; 2024Q4: 1,061 shares; 2025Q1: 1,038 shares; 2025Q2: 1,024 shares; 2025Q3: 1,130 shares; 2025Q4: 1,264 shares; 2026Q1: 1,194 shares; 2026Q2: 824 shares 824 $215K 0.01% -370 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,363 shares; 2025Q1: 2,363 shares; 2025Q2: 2,358 shares; 2025Q3: 2,391 shares; 2025Q4: 3,748 shares; 2026Q1: 2,120 shares; 2026Q2: 1,976 shares 1,976 $212K 0.01% -144 Timeline IBCA 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: 8,539 shares; 2026Q2: 8,196 shares 8,196 $210K 0.01% -343 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $208K 0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,200 shares; 2024Q4: 15,200 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,900 shares; 2025Q4: 16,900 shares; 2026Q1: 11,900 shares; 2026Q2: 11,900 shares 11,900 $206K 0.01% 0 Timeline IZRL ARK ETF TR More: the full row for ARK 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: 6,720 shares; 2026Q1: not reported; 2026Q2: 6,720 shares 6,720 $204K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 472 shares 472 $204K 0.01% new 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: 10,607 shares; 2024Q4: 9,561 shares; 2025Q1: 7,792 shares; 2025Q2: 7,605 shares; 2025Q3: 7,595 shares; 2025Q4: 7,185 shares; 2026Q1: 6,042 shares; 2026Q2: 4,882 shares 4,882 $200K 0.01% -1,160 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,782 shares 10,782 $186K 0.01% new Timeline XSCDX LMP CAP & INCOME FD INC More: the full row for LMP CAP & INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,581 shares 11,581 $181K 0.01% new Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 60,000 shares 60,000 $112K <0.01% +20,000 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY 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: not reported; 2026Q2: 30,000 shares 30,000 $84.9K <0.01% new Timeline RECAF RECONNAISSANCE ENERGY AFRICA L More: the full row for RECONNAISSANCE ENERGY AFRICA L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares; 2026Q2: 40,000 shares 40,000 $30K <0.01% 0 Timeline AYRWF AYR WELLNESS INC SUB LTD VTG S More: the full row for AYR WELLNESS INC SUB LTD VTG S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510,991 shares; 2024Q4: 510,991 shares; 2025Q1: 510,991 shares; 2025Q2: 510,991 shares; 2025Q3: 510,991 shares; 2025Q4: 510,991 shares; 2026Q1: 510,991 shares; 2026Q2: 510,991 shares 510,991 $7.92K <0.01% 0 Timeline TERRA NOSTRA RES C TERRA NOSTRA RES C More: the full row for TERRA NOSTRA RES C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,100 shares; 2024Q4: 20,100 shares; 2025Q1: 20,100 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 20,100 shares; 2026Q1: 20,100 shares; 2026Q2: 20,100 shares 20,100 $1.11K <0.01% 0 U S LTG GROUP INC U S LTG GROUP INC More: the full row for U S LTG GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: not reported; 2026Q1: 100,000 shares; 2026Q2: 100,000 shares 100,000 $10 <0.01% 0 EXEO ENTMT INC EXEO ENTMT INC More: the full row for EXEO ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,496 shares; 2024Q4: 36,496 shares; 2025Q1: 36,496 shares; 2025Q2: 36,496 shares; 2025Q3: 36,496 shares; 2025Q4: not reported; 2026Q1: 36,496 shares; 2026Q2: 36,496 shares 36,496 $7 <0.01% 0 MEDMEN ENTERPRISES INC MEDMEN ENTERPRISES INC More: the full row for MEDMEN ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $0 0% 0 Value filed as zero, left out of ratios. SDCCQ SMILEDIRECTCLUB INC CL A More: the full row for SMILEDIRECTCLUB INC CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $0 0% 0 Value filed as zero, left out of ratios. Timeline RELIQ HEALTH TECHNOLOGIES IN RELIQ HEALTH TECHNOLOGIES IN More: the full row for RELIQ HEALTH TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $0 0% 0 Value filed as zero, left out of ratios.