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: 22,654 shares; 2024Q4: 28,931 shares; 2025Q1: 28,957 shares; 2025Q2: 30,756 shares; 2025Q3: 25,175 shares; 2025Q4: 26,522 shares; 2026Q1: 28,294 shares; 2026Q2: 29,749 shares 29,749 $20.4M 3.45% +1,455 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: 13,980 shares; 2024Q4: 16,244 shares; 2025Q1: 16,311 shares; 2025Q2: 18,726 shares; 2025Q3: 18,663 shares; 2025Q4: 29,449 shares; 2026Q1: 38,273 shares; 2026Q2: 46,646 shares 46,646 $16.7M 2.82% +8,373 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: 20,636 shares; 2024Q4: 22,402 shares; 2025Q1: 22,908 shares; 2025Q2: 21,608 shares; 2025Q3: 22,505 shares; 2025Q4: 22,478 shares; 2026Q1: 22,244 shares; 2026Q2: 21,877 shares 21,877 $16.1M 2.72% -367 Timeline BBUS 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: 115,839 shares; 2024Q4: 117,308 shares; 2025Q1: 105,715 shares; 2025Q2: 104,893 shares; 2025Q3: 95,929 shares; 2025Q4: 97,430 shares; 2026Q1: 102,439 shares; 2026Q2: 104,335 shares 104,335 $14.1M 2.38% +1,896 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: 34,896 shares; 2024Q4: 44,614 shares; 2025Q1: 55,684 shares; 2025Q2: 44,348 shares; 2025Q3: 40,351 shares; 2025Q4: 65,965 shares; 2026Q1: 64,939 shares; 2026Q2: 69,389 shares 69,389 $13.9M 2.35% +4,450 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: 1,738 shares; 2025Q3: 1,637 shares; 2025Q4: 9,361 shares; 2026Q1: 11,457 shares; 2026Q2: 9,255 shares 9,255 $10.7M 1.81% -2,202 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: 36,539 shares; 2024Q4: 38,033 shares; 2025Q1: 41,497 shares; 2025Q2: 42,170 shares; 2025Q3: 37,757 shares; 2025Q4: 40,194 shares; 2026Q1: 44,306 shares; 2026Q2: 45,521 shares 45,521 $9.92M 1.68% +1,215 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: 4,356 shares; 2024Q4: 4,763 shares; 2025Q1: 4,467 shares; 2025Q2: 5,253 shares; 2025Q3: 4,782 shares; 2025Q4: 4,084 shares; 2026Q1: 4,437 shares; 2026Q2: 12,484 shares 12,484 $9.03M 1.53% +8,047 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 4,323 shares; 2026Q2: 3,953 shares 3,953 $8.99M 1.52% -370 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: 43,621 shares; 2024Q4: 37,351 shares; 2025Q1: 32,983 shares; 2025Q2: 35,571 shares; 2025Q3: 28,475 shares; 2025Q4: 57,908 shares; 2026Q1: 48,947 shares; 2026Q2: 46,112 shares 46,112 $8.79M 1.48% -2,835 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: 588 shares; 2024Q4: 701 shares; 2025Q1: 758 shares; 2025Q2: 817 shares; 2025Q3: 679 shares; 2025Q4: 813 shares; 2026Q1: 5,906 shares; 2026Q2: 8,147 shares 8,147 $8.68M 1.47% +2,241 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: 6,816 shares; 2024Q4: 7,113 shares; 2025Q1: 7,868 shares; 2025Q2: 8,105 shares; 2025Q3: 7,365 shares; 2025Q4: 7,338 shares; 2026Q1: 24,372 shares; 2026Q2: 31,192 shares 31,192 $7.92M 1.34% +6,820 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: 22,028 shares; 2024Q4: 27,054 shares; 2025Q1: 28,298 shares; 2025Q2: 24,371 shares; 2025Q3: 19,249 shares; 2025Q4: 26,321 shares; 2026Q1: 26,786 shares; 2026Q2: 26,974 shares 26,974 $7.81M 1.32% +188 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: 12,975 shares; 2024Q4: 13,533 shares; 2025Q1: 12,068 shares; 2025Q2: 12,597 shares; 2025Q3: 10,629 shares; 2025Q4: 10,676 shares; 2026Q1: 10,348 shares; 2026Q2: 10,084 shares 10,084 $7.53M 1.27% -264 Timeline MGC 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: 44,415 shares; 2024Q4: 40,901 shares; 2025Q1: 35,338 shares; 2025Q2: 33,880 shares; 2025Q3: 31,766 shares; 2025Q4: 32,841 shares; 2026Q1: 29,405 shares; 2026Q2: 27,055 shares 27,055 $7.4M 1.25% -2,350 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: 23,624 shares; 2024Q4: 17,297 shares; 2025Q1: 16,435 shares; 2025Q2: 18,383 shares; 2025Q3: 16,717 shares; 2025Q4: 20,559 shares; 2026Q1: 20,083 shares; 2026Q2: 18,925 shares 18,925 $7.06M 1.19% -1,158 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: 4,686 shares; 2025Q1: 4,157 shares; 2025Q2: 4,893 shares; 2025Q3: 3,702 shares; 2025Q4: 11,376 shares; 2026Q1: 13,331 shares; 2026Q2: 16,285 shares 16,285 $7.06M 1.19% +2,954 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: 1,394 shares; 2024Q4: not reported; 2025Q1: 2,479 shares; 2025Q2: 2,704 shares; 2025Q3: 2,651 shares; 2025Q4: 10,155 shares; 2026Q1: 12,477 shares; 2026Q2: 12,091 shares 12,091 $7.02M 1.19% -386 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares; 2026Q1: 8,950 shares; 2026Q2: 7,179 shares 7,179 $6.93M 1.17% -1,771 Timeline SPMO 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: 3,114 shares; 2025Q2: 9,633 shares; 2025Q3: 17,105 shares; 2025Q4: 27,284 shares; 2026Q1: 29,242 shares; 2026Q2: 39,726 shares 39,726 $6.42M 1.08% +10,484 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,853 shares; 2026Q1: 12,455 shares; 2026Q2: 9,556 shares 9,556 $6.1M 1.03% -2,899 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,849 shares; 2026Q2: 12,591 shares 12,591 $6.09M 1.03% +9,742 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: 7,305 shares; 2024Q4: 8,764 shares; 2025Q1: 7,537 shares; 2025Q2: 9,235 shares; 2025Q3: 9,225 shares; 2025Q4: 10,209 shares; 2026Q1: 17,461 shares; 2026Q2: 19,718 shares 19,718 $5.97M 1.01% +2,257 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,585 shares; 2024Q4: 253,504 shares; 2025Q1: 214,539 shares; 2025Q2: 206,431 shares; 2025Q3: 191,380 shares; 2025Q4: 190,559 shares; 2026Q1: 174,554 shares; 2026Q2: 160,971 shares 160,971 $5.6M 0.95% -13,583 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: 11,867 shares; 2024Q4: 14,992 shares; 2025Q1: 25,162 shares; 2025Q2: 25,831 shares; 2025Q3: 35,098 shares; 2025Q4: 39,548 shares; 2026Q1: 36,323 shares; 2026Q2: 45,107 shares 45,107 $5.11M 0.86% +8,784 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: 32,938 shares; 2024Q4: 116,428 shares; 2025Q1: 131,452 shares; 2025Q2: 124,760 shares; 2025Q3: 115,607 shares; 2025Q4: 117,639 shares; 2026Q1: 156,724 shares; 2026Q2: 160,369 shares 160,369 $5.09M 0.86% +3,645 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: 5,872 shares; 2024Q4: 5,505 shares; 2025Q1: 5,855 shares; 2025Q2: 5,324 shares; 2025Q3: 3,018 shares; 2025Q4: 3,370 shares; 2026Q1: 21,222 shares; 2026Q2: 28,522 shares 28,522 $5.03M 0.85% +7,300 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,989 shares; 2025Q4: 12,560 shares; 2026Q1: 15,203 shares; 2026Q2: 20,503 shares 20,503 $4.87M 0.82% +5,300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares; 2026Q1: 7,877 shares; 2026Q2: 33,997 shares 33,997 $4.75M 0.8% +26,120 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,486 shares; 2024Q4: 3,485 shares; 2025Q1: 3,999 shares; 2025Q2: 4,366 shares; 2025Q3: 6,488 shares; 2025Q4: 7,263 shares; 2026Q1: 7,528 shares; 2026Q2: 7,167 shares 7,167 $4.7M 0.79% -361 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,422 shares; 2026Q1: 12,984 shares; 2026Q2: 18,296 shares 18,296 $4.67M 0.79% +5,312 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,442 shares; 2026Q1: 4,175 shares; 2026Q2: 5,437 shares 5,437 $4.67M 0.79% +1,262 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: 611 shares; 2024Q4: 863 shares; 2025Q1: 1,577 shares; 2025Q2: 1,754 shares; 2025Q3: 2,324 shares; 2025Q4: 2,724 shares; 2026Q1: 3,308 shares; 2026Q2: 4,416 shares 4,416 $4.47M 0.76% +1,108 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: 8,935 shares; 2024Q4: 10,208 shares; 2025Q1: 15,470 shares; 2025Q2: 13,509 shares; 2025Q3: 13,449 shares; 2025Q4: 16,935 shares; 2026Q1: 18,136 shares; 2026Q2: 18,204 shares 18,204 $4.34M 0.73% +68 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,044 shares 49,044 $4.15M 0.7% 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,314 shares 10,314 $4.07M 0.69% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 6,316 shares 6,316 $4.07M 0.69% new 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: 5,029 shares; 2024Q4: 6,717 shares; 2025Q1: 12,122 shares; 2025Q2: 16,372 shares; 2025Q3: 22,546 shares; 2025Q4: 22,800 shares; 2026Q1: 22,831 shares; 2026Q2: 10,680 shares 10,680 $4.04M 0.68% -12,151 Timeline WWD WOODWARD INC More: the full row for WOODWARD 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: 9,253 shares 9,253 $3.94M 0.67% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,478 shares; 2026Q1: 6,749 shares; 2026Q2: 7,984 shares 7,984 $3.92M 0.66% +1,235 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: 16,922 shares; 2024Q4: 17,846 shares; 2025Q1: 16,516 shares; 2025Q2: 15,303 shares; 2025Q3: 13,438 shares; 2025Q4: 12,923 shares; 2026Q1: 13,131 shares; 2026Q2: 13,437 shares 13,437 $3.91M 0.66% +306 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,136 shares; 2026Q1: 16,744 shares; 2026Q2: 12,827 shares 12,827 $3.88M 0.66% -3,917 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: 11,810 shares; 2025Q4: 14,986 shares; 2026Q1: 18,571 shares; 2026Q2: 26,236 shares 26,236 $3.84M 0.65% +7,665 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,116 shares 57,116 $3.79M 0.64% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,967 shares; 2024Q4: 45,205 shares; 2025Q1: 72,705 shares; 2025Q2: 66,948 shares; 2025Q3: 22,224 shares; 2025Q4: 22,478 shares; 2026Q1: 34,686 shares; 2026Q2: 31,557 shares 31,557 $3.76M 0.63% -3,129 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,079 shares; 2026Q2: 16,025 shares 16,025 $3.75M 0.63% +4,946 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; 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: 10,037 shares 10,037 $3.74M 0.63% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 25,683 shares; 2025Q4: 33,029 shares; 2026Q1: 25,231 shares; 2026Q2: 18,444 shares 18,444 $3.45M 0.58% -6,787 Timeline ATI ATI INC More: the full row for ATI 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: 17,295 shares 17,295 $3.41M 0.58% new Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 20,156 shares; 2026Q1: 25,715 shares; 2026Q2: 37,394 shares 37,394 $3.36M 0.57% +11,679 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,493 shares; 2025Q2: 4,168 shares; 2025Q3: 5,955 shares; 2025Q4: 7,306 shares; 2026Q1: 8,793 shares; 2026Q2: 12,381 shares 12,381 $3.33M 0.56% +3,588 Timeline INDV INDIVIOR PHARMACEUTICALS INC More: the full row for INDIVIOR PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,687 shares; 2026Q2: 80,891 shares 80,891 $3.32M 0.56% +22,204 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,033 shares 7,033 $3.13M 0.53% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,427 shares; 2025Q1: 2,848 shares; 2025Q2: 3,233 shares; 2025Q3: 4,641 shares; 2025Q4: 5,442 shares; 2026Q1: 6,260 shares; 2026Q2: 8,363 shares 8,363 $3.13M 0.53% +2,103 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; 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: 54,518 shares; 2026Q1: 67,185 shares; 2026Q2: 93,751 shares 93,751 $3.11M 0.52% +26,566 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,308 shares 14,308 $3.05M 0.51% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 54,314 shares 54,314 $3.05M 0.51% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,446 shares; 2024Q4: 6,318 shares; 2025Q1: 9,606 shares; 2025Q2: 10,098 shares; 2025Q3: 12,854 shares; 2025Q4: 16,207 shares; 2026Q1: 19,485 shares; 2026Q2: 18,630 shares 18,630 $3.05M 0.51% -855 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 17,652 shares 17,652 $2.82M 0.48% new 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: 1,812 shares; 2024Q4: 2,379 shares; 2025Q1: 4,821 shares; 2025Q2: 5,791 shares; 2025Q3: 7,758 shares; 2025Q4: 9,306 shares; 2026Q1: 11,473 shares; 2026Q2: 14,683 shares 14,683 $2.79M 0.47% +3,210 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS 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: 29,486 shares; 2026Q2: 42,481 shares 42,481 $2.67M 0.45% +12,995 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,839 shares; 2026Q2: 15,186 shares 15,186 $2.65M 0.45% +4,347 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,096 shares; 2024Q4: 2,422 shares; 2025Q1: 6,263 shares; 2025Q2: 6,750 shares; 2025Q3: 6,727 shares; 2025Q4: 7,303 shares; 2026Q1: 7,251 shares; 2026Q2: 7,021 shares 7,021 $2.59M 0.44% -230 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: 6,265 shares; 2024Q4: 6,071 shares; 2025Q1: 9,863 shares; 2025Q2: 11,103 shares; 2025Q3: 13,682 shares; 2025Q4: 16,437 shares; 2026Q1: 6,834 shares; 2026Q2: 7,877 shares 7,877 $2.58M 0.44% +1,043 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: 15,609 shares; 2024Q4: 17,649 shares; 2025Q1: 28,168 shares; 2025Q2: 30,411 shares; 2025Q3: 24,664 shares; 2025Q4: 28,801 shares; 2026Q1: 34,751 shares; 2026Q2: 44,213 shares 44,213 $2.52M 0.43% +9,462 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: 52,834 shares; 2024Q4: 69,742 shares; 2025Q1: 117,929 shares; 2025Q2: 94,485 shares; 2025Q3: 37,717 shares; 2025Q4: 42,577 shares; 2026Q1: 53,282 shares; 2026Q2: 41,259 shares 41,259 $2.51M 0.42% -12,023 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: 4,224 shares; 2024Q4: 4,932 shares; 2025Q1: 8,113 shares; 2025Q2: 8,425 shares; 2025Q3: 3,831 shares; 2025Q4: 3,661 shares; 2026Q1: 3,817 shares; 2026Q2: 4,956 shares 4,956 $2.48M 0.42% +1,139 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: 5,190 shares; 2024Q4: 5,282 shares; 2025Q1: 5,367 shares; 2025Q2: 10,635 shares; 2025Q3: 4,929 shares; 2025Q4: 5,625 shares; 2026Q1: 5,781 shares; 2026Q2: 5,883 shares 5,883 $2.47M 0.42% +102 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,171 shares; 2026Q2: 7,040 shares 7,040 $2.46M 0.42% +5,869 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares; 2026Q2: 7,311 shares 7,311 $2.45M 0.41% +5,849 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 32,057 shares; 2026Q2: 104,414 shares 104,414 $2.44M 0.41% +72,357 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,279 shares; 2024Q4: 4,675 shares; 2025Q1: 4,374 shares; 2025Q2: 5,079 shares; 2025Q3: 8,159 shares; 2025Q4: 8,315 shares; 2026Q1: 4,967 shares; 2026Q2: 4,290 shares 4,290 $2.42M 0.41% -677 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: 990 shares; 2024Q4: 1,235 shares; 2025Q1: 2,501 shares; 2025Q2: 2,914 shares; 2025Q3: 3,641 shares; 2025Q4: 4,452 shares; 2026Q1: 5,208 shares; 2026Q2: 7,049 shares 7,049 $2.39M 0.4% +1,841 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: 2,382 shares; 2025Q1: 6,200 shares; 2025Q2: 5,441 shares; 2025Q3: 7,767 shares; 2025Q4: 9,681 shares; 2026Q1: 10,520 shares; 2026Q2: 14,758 shares 14,758 $2.34M 0.4% +4,238 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 5,371 shares; 2026Q1: 6,584 shares; 2026Q2: 9,187 shares 9,187 $2.31M 0.39% +2,603 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 3,256 shares; 2025Q1: 3,411 shares; 2025Q2: 3,393 shares; 2025Q3: 4,660 shares; 2025Q4: 5,065 shares; 2026Q1: 5,567 shares; 2026Q2: 6,209 shares 6,209 $2.3M 0.39% +642 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: 2,711 shares; 2024Q4: 3,115 shares; 2025Q1: 3,346 shares; 2025Q2: 3,917 shares; 2025Q3: 1,905 shares; 2025Q4: 2,771 shares; 2026Q1: 5,511 shares; 2026Q2: 6,413 shares 6,413 $2.27M 0.38% +902 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: 9,448 shares; 2024Q4: 11,478 shares; 2025Q1: 9,900 shares; 2025Q2: 18,465 shares; 2025Q3: 23,582 shares; 2025Q4: 45,835 shares; 2026Q1: 50,533 shares; 2026Q2: 49,396 shares 49,396 $2.24M 0.38% -1,137 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 44,961 shares 44,961 $2.15M 0.36% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,803 shares 6,803 $2.13M 0.36% new Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,260 shares; 2024Q4: 41,802 shares; 2025Q1: 36,348 shares; 2025Q2: 31,227 shares; 2025Q3: 24,117 shares; 2025Q4: 25,954 shares; 2026Q1: 32,955 shares; 2026Q2: 29,445 shares 29,445 $2.12M 0.36% -3,510 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET 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: not reported; 2026Q2: 14,195 shares 14,195 $2.1M 0.35% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,033 shares 5,033 $2.09M 0.35% new 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: 11,715 shares; 2024Q4: 12,361 shares; 2025Q1: 12,936 shares; 2025Q2: 10,405 shares; 2025Q3: 10,416 shares; 2025Q4: 20,053 shares; 2026Q1: 54,974 shares; 2026Q2: 38,109 shares 38,109 $2.02M 0.34% -16,865 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,998 shares; 2025Q2: 7,463 shares; 2025Q3: 7,179 shares; 2025Q4: 10,191 shares; 2026Q1: 27,748 shares; 2026Q2: 25,803 shares 25,803 $1.95M 0.33% -1,945 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,105 shares 13,105 $1.94M 0.33% new Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS 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: 79,639 shares 79,639 $1.93M 0.33% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; 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: 89,598 shares; 2026Q2: 124,750 shares 124,750 $1.92M 0.33% +35,152 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,747 shares; 2026Q2: 16,519 shares 16,519 $1.86M 0.31% +13,772 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: 4,586 shares; 2026Q1: 5,611 shares; 2026Q2: 7,434 shares 7,434 $1.82M 0.31% +1,823 Timeline SGOV 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: 8,834 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,358 shares; 2026Q2: 18,031 shares 18,031 $1.82M 0.31% +3,673 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: 10,859 shares; 2025Q1: 28,302 shares; 2025Q2: 23,828 shares; 2025Q3: 27,928 shares; 2025Q4: 43,059 shares; 2026Q1: 33,782 shares; 2026Q2: 33,328 shares 33,328 $1.78M 0.3% -454 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,503 shares; 2024Q4: 5,797 shares; 2025Q1: 14,039 shares; 2025Q2: 14,120 shares; 2025Q3: 11,735 shares; 2025Q4: 14,097 shares; 2026Q1: 16,814 shares; 2026Q2: 21,259 shares 21,259 $1.76M 0.3% +4,445 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: 758 shares; 2024Q4: 1,337 shares; 2025Q1: 876 shares; 2025Q2: 909 shares; 2025Q3: 726 shares; 2025Q4: 1,389 shares; 2026Q1: 1,494 shares; 2026Q2: 1,444 shares 1,444 $1.73M 0.29% -50 Timeline DAN DANA INC More: the full row for DANA 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: 63,508 shares 63,508 $1.73M 0.29% new Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 14,827 shares; 2025Q4: 19,542 shares; 2026Q1: 24,277 shares; 2026Q2: 33,046 shares 33,046 $1.72M 0.29% +8,769 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,091 shares; 2025Q2: 3,927 shares; 2025Q3: 5,357 shares; 2025Q4: 6,443 shares; 2026Q1: 7,524 shares; 2026Q2: 9,957 shares 9,957 $1.72M 0.29% +2,433 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,254 shares; 2024Q4: 8,998 shares; 2025Q1: 7,171 shares; 2025Q2: 6,899 shares; 2025Q3: 6,247 shares; 2025Q4: 6,303 shares; 2026Q1: 6,717 shares; 2026Q2: 5,986 shares 5,986 $1.71M 0.29% -731 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,909 shares; 2025Q2: 1,455 shares; 2025Q3: 2,074 shares; 2025Q4: 2,529 shares; 2026Q1: 3,012 shares; 2026Q2: 1,998 shares 1,998 $1.68M 0.28% -1,014 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: 2,224 shares; 2025Q2: 2,721 shares; 2025Q3: 3,984 shares; 2025Q4: 4,570 shares; 2026Q1: 5,357 shares; 2026Q2: 7,353 shares 7,353 $1.67M 0.28% +1,996 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: 2,498 shares; 2024Q4: 2,985 shares; 2025Q1: 3,450 shares; 2025Q2: 4,507 shares; 2025Q3: 4,883 shares; 2025Q4: 4,223 shares; 2026Q1: 3,684 shares; 2026Q2: 18,528 shares 18,528 $1.63M 0.28% +14,844 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,058 shares; 2026Q2: 5,809 shares 5,809 $1.63M 0.27% +1,751 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: 4,470 shares; 2024Q4: 5,051 shares; 2025Q1: 4,295 shares; 2025Q2: 5,078 shares; 2025Q3: 4,774 shares; 2025Q4: 5,488 shares; 2026Q1: 5,278 shares; 2026Q2: 4,667 shares 4,667 $1.6M 0.27% -611 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY 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: 106,793 shares; 2025Q4: 106,793 shares; 2026Q1: 106,820 shares; 2026Q2: 59,830 shares 59,830 $1.57M 0.26% -46,990 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: 4,741 shares; 2024Q4: 4,829 shares; 2025Q1: 4,505 shares; 2025Q2: 4,582 shares; 2025Q3: 4,368 shares; 2025Q4: 4,249 shares; 2026Q1: 4,470 shares; 2026Q2: 4,300 shares 4,300 $1.52M 0.26% -170 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: 4,583 shares; 2024Q4: 5,024 shares; 2025Q1: 5,330 shares; 2025Q2: 5,399 shares; 2025Q3: 9,607 shares; 2025Q4: 8,254 shares; 2026Q1: 9,090 shares; 2026Q2: 8,887 shares 8,887 $1.47M 0.25% -203 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: 10,053 shares; 2024Q4: 13,323 shares; 2025Q1: 21,763 shares; 2025Q2: 17,561 shares; 2025Q3: 6,425 shares; 2025Q4: 6,425 shares; 2026Q1: 9,252 shares; 2026Q2: 12,833 shares 12,833 $1.44M 0.24% +3,581 Timeline VYMI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,108 shares; 2026Q2: 14,538 shares 14,538 $1.43M 0.24% +8,430 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: 2,294 shares; 2024Q4: 2,574 shares; 2025Q1: 2,507 shares; 2025Q2: 2,535 shares; 2025Q3: 4,042 shares; 2025Q4: 3,414 shares; 2026Q1: 2,578 shares; 2026Q2: 16,306 shares 16,306 $1.4M 0.24% +13,728 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,364 shares; 2025Q3: 32,846 shares; 2025Q4: 39,870 shares; 2026Q1: 47,416 shares; 2026Q2: 29,530 shares 29,530 $1.4M 0.24% -17,886 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: 572 shares; 2024Q4: 665 shares; 2025Q1: 564 shares; 2025Q2: 644 shares; 2025Q3: 550 shares; 2025Q4: 604 shares; 2026Q1: 562 shares; 2026Q2: 4,642 shares 4,642 $1.4M 0.24% +4,080 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI 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: 9,914 shares; 2026Q1: 12,397 shares; 2026Q2: 16,863 shares 16,863 $1.4M 0.24% +4,466 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,349 shares; 2026Q1: 19,498 shares; 2026Q2: 23,205 shares 23,205 $1.4M 0.24% +3,707 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,394 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,024 shares 5,024 $1.35M 0.23% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,162 shares; 2025Q3: 1,963 shares; 2025Q4: 2,912 shares; 2026Q1: 1,201 shares; 2026Q2: 1,117 shares 1,117 $1.31M 0.22% -84 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: 9,895 shares; 2024Q4: 9,277 shares; 2025Q1: 10,105 shares; 2025Q2: 10,028 shares; 2025Q3: 8,437 shares; 2025Q4: 8,773 shares; 2026Q1: 9,186 shares; 2026Q2: 9,543 shares 9,543 $1.3M 0.22% +357 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: 2,249 shares; 2024Q4: 2,315 shares; 2025Q1: 2,475 shares; 2025Q2: 2,943 shares; 2025Q3: 2,858 shares; 2025Q4: 4,268 shares; 2026Q1: 4,897 shares; 2026Q2: 5,832 shares 5,832 $1.28M 0.22% +935 Timeline AXTI AXT INC More: the full row for AXT 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: 17,224 shares 17,224 $1.24M 0.21% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 714 shares; 2026Q1: 2,161 shares; 2026Q2: 1,900 shares 1,900 $1.22M 0.21% -261 Timeline JQUA 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: 22,017 shares; 2024Q4: 28,924 shares; 2025Q1: 50,130 shares; 2025Q2: 38,127 shares; 2025Q3: 16,606 shares; 2025Q4: 16,767 shares; 2026Q1: 20,919 shares; 2026Q2: 16,756 shares 16,756 $1.21M 0.2% -4,163 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: 4,911 shares; 2024Q4: 5,032 shares; 2025Q1: 5,330 shares; 2025Q2: 5,190 shares; 2025Q3: 4,829 shares; 2025Q4: 4,868 shares; 2026Q1: 3,993 shares; 2026Q2: 4,047 shares 4,047 $1.21M 0.2% +54 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,124 shares; 2024Q4: 1,117 shares; 2025Q1: 2,132 shares; 2025Q2: 2,224 shares; 2025Q3: 1,121 shares; 2025Q4: 1,278 shares; 2026Q1: 1,358 shares; 2026Q2: 1,277 shares 1,277 $1.2M 0.2% -81 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,739 shares; 2025Q2: 12,471 shares; 2025Q3: 17,423 shares; 2025Q4: 21,557 shares; 2026Q1: 25,011 shares; 2026Q2: 28,344 shares 28,344 $1.18M 0.2% +3,333 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,701 shares; 2025Q1: 670 shares; 2025Q2: 1,070 shares; 2025Q3: 3,046 shares; 2025Q4: 2,737 shares; 2026Q1: 2,202 shares; 2026Q2: 14,180 shares 14,180 $1.17M 0.2% +11,978 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: 7,969 shares; 2024Q4: 5,731 shares; 2025Q1: 9,456 shares; 2025Q2: 11,980 shares; 2025Q3: 9,992 shares; 2025Q4: 8,120 shares; 2026Q1: 16,620 shares; 2026Q2: 14,073 shares 14,073 $1.17M 0.2% -2,547 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: 2,995 shares; 2024Q4: 3,488 shares; 2025Q1: 3,585 shares; 2025Q2: 3,061 shares; 2025Q3: 2,900 shares; 2025Q4: 2,910 shares; 2026Q1: 3,225 shares; 2026Q2: 14,386 shares 14,386 $1.16M 0.2% +11,161 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: 5,746 shares; 2024Q4: 3,857 shares; 2025Q1: 2,768 shares; 2025Q2: 4,650 shares; 2025Q3: 6,006 shares; 2025Q4: 3,524 shares; 2026Q1: 4,849 shares; 2026Q2: 5,891 shares 5,891 $1.09M 0.18% +1,042 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,008 shares; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 8,842 shares; 2026Q1: 13,624 shares; 2026Q2: 22,094 shares 22,094 $1.09M 0.18% +8,470 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,545 shares; 2026Q1: 13,290 shares; 2026Q2: 15,685 shares 15,685 $1.07M 0.18% +2,395 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: 7,717 shares; 2024Q4: 6,411 shares; 2025Q1: 10,979 shares; 2025Q2: 17,183 shares; 2025Q3: 17,592 shares; 2025Q4: 16,773 shares; 2026Q1: 10,300 shares; 2026Q2: 9,917 shares 9,917 $1.06M 0.18% -383 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS 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: 12,811 shares; 2026Q2: 16,454 shares 16,454 $1.06M 0.18% +3,643 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: 719 shares; 2024Q4: 1,204 shares; 2025Q1: 1,329 shares; 2025Q2: 1,317 shares; 2025Q3: 1,260 shares; 2025Q4: 1,252 shares; 2026Q1: 1,504 shares; 2026Q2: 1,403 shares 1,403 $1.05M 0.18% -101 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: 9,369 shares; 2024Q4: 12,244 shares; 2025Q1: 20,345 shares; 2025Q2: 16,517 shares; 2025Q3: 5,868 shares; 2025Q4: 5,878 shares; 2026Q1: 8,510 shares; 2026Q2: 8,814 shares 8,814 $1.05M 0.18% +304 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,455 shares; 2025Q2: not reported; 2025Q3: 7,353 shares; 2025Q4: 8,272 shares; 2026Q1: 15,937 shares; 2026Q2: 22,080 shares 22,080 $1.04M 0.18% +6,143 Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,100 shares 14,100 $1.04M 0.18% new 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: 2,992 shares; 2024Q4: 2,572 shares; 2025Q1: 2,295 shares; 2025Q2: 2,150 shares; 2025Q3: 1,945 shares; 2025Q4: 1,850 shares; 2026Q1: 2,257 shares; 2026Q2: 2,422 shares 2,422 $1.01M 0.17% +165 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: 19,817 shares; 2024Q4: 23,724 shares; 2025Q1: 36,050 shares; 2025Q2: 22,126 shares; 2025Q3: 11,884 shares; 2025Q4: 11,720 shares; 2026Q1: 13,024 shares; 2026Q2: 10,165 shares 10,165 $972K 0.16% -2,859 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: not reported; 2024Q4: not reported; 2025Q1: 4,091 shares; 2025Q2: 6,399 shares; 2025Q3: 6,613 shares; 2025Q4: 9,447 shares; 2026Q1: 12,531 shares; 2026Q2: 11,880 shares 11,880 $944K 0.16% -651 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,367 shares; 2024Q4: 26,084 shares; 2025Q1: 17,587 shares; 2025Q2: 13,764 shares; 2025Q3: 14,078 shares; 2025Q4: 19,193 shares; 2026Q1: 16,789 shares; 2026Q2: 15,274 shares 15,274 $939K 0.16% -1,515 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: 13,205 shares; 2025Q1: 11,905 shares; 2025Q2: 12,879 shares; 2025Q3: 15,316 shares; 2025Q4: 33,153 shares; 2026Q1: 29,868 shares; 2026Q2: 27,719 shares 27,719 $938K 0.16% -2,149 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,609 shares; 2025Q4: 1,584 shares; 2026Q1: 1,877 shares; 2026Q2: 1,939 shares 1,939 $926K 0.16% +62 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: 9,957 shares; 2024Q4: 12,297 shares; 2025Q1: 20,460 shares; 2025Q2: 17,057 shares; 2025Q3: 6,525 shares; 2025Q4: 6,119 shares; 2026Q1: 8,913 shares; 2026Q2: 8,428 shares 8,428 $920K 0.16% -485 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 2,606 shares; 2025Q2: 3,671 shares; 2025Q3: 4,235 shares; 2025Q4: 5,130 shares; 2026Q1: 1,580 shares; 2026Q2: 1,782 shares 1,782 $918K 0.16% +202 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: not reported; 2024Q4: 3,298 shares; 2025Q1: 14,805 shares; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: 5,063 shares; 2026Q1: 11,939 shares; 2026Q2: 12,489 shares 12,489 $917K 0.15% +550 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: 2,169 shares; 2024Q4: 2,326 shares; 2025Q1: 2,321 shares; 2025Q2: 2,934 shares; 2025Q3: 2,411 shares; 2025Q4: 2,145 shares; 2026Q1: 2,042 shares; 2026Q2: 1,772 shares 1,772 $911K 0.15% -270 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: 11,402 shares; 2024Q4: 14,325 shares; 2025Q1: 23,576 shares; 2025Q2: 17,300 shares; 2025Q3: 7,407 shares; 2025Q4: 7,364 shares; 2026Q1: 9,557 shares; 2026Q2: 9,579 shares 9,579 $909K 0.15% +22 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES 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: 4,833 shares 4,833 $905K 0.15% new 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: 4,695 shares; 2024Q4: 6,328 shares; 2025Q1: 7,206 shares; 2025Q2: 7,814 shares; 2025Q3: 7,398 shares; 2025Q4: 7,319 shares; 2026Q1: 7,332 shares; 2026Q2: 7,668 shares 7,668 $901K 0.15% +336 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,347 shares; 2025Q2: 6,301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,390 shares; 2026Q2: 10,419 shares 10,419 $891K 0.15% +1,029 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: 1,016 shares; 2024Q4: 1,262 shares; 2025Q1: 2,059 shares; 2025Q2: 2,390 shares; 2025Q3: 3,154 shares; 2025Q4: 36,750 shares; 2026Q1: 40,745 shares; 2026Q2: 12,319 shares 12,319 $873K 0.15% -28,426 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: 8,841 shares; 2024Q4: 5,939 shares; 2025Q1: 8,312 shares; 2025Q2: 7,453 shares; 2025Q3: 4,727 shares; 2025Q4: 5,914 shares; 2026Q1: 5,815 shares; 2026Q2: 5,488 shares 5,488 $871K 0.15% -327 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: not reported; 2025Q3: not reported; 2025Q4: 28,369 shares; 2026Q1: 35,435 shares; 2026Q2: 48,180 shares 48,180 $864K 0.15% +12,745 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: 22,144 shares; 2024Q4: 23,069 shares; 2025Q1: 22,831 shares; 2025Q2: 25,774 shares; 2025Q3: 22,385 shares; 2025Q4: 22,634 shares; 2026Q1: 11,431 shares; 2026Q2: 15,984 shares 15,984 $857K 0.14% +4,553 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,633 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,551 shares; 2026Q2: 16,225 shares 16,225 $825K 0.14% +7,674 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 6,957 shares; 2026Q1: 8,294 shares; 2026Q2: 9,111 shares 9,111 $821K 0.14% +817 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: 2,342 shares; 2024Q4: 3,469 shares; 2025Q1: 5,816 shares; 2025Q2: 4,044 shares; 2025Q3: 6,825 shares; 2025Q4: 6,478 shares; 2026Q1: 4,379 shares; 2026Q2: 5,178 shares 5,178 $818K 0.14% +799 Timeline PPA 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: 3,491 shares; 2024Q4: 4,278 shares; 2025Q1: 3,021 shares; 2025Q2: 3,317 shares; 2025Q3: 4,205 shares; 2025Q4: 4,106 shares; 2026Q1: 7,094 shares; 2026Q2: 4,621 shares 4,621 $816K 0.14% -2,473 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,746 shares; 2025Q2: 3,311 shares; 2025Q3: 3,505 shares; 2025Q4: 3,809 shares; 2026Q1: 4,640 shares; 2026Q2: 9,162 shares 9,162 $804K 0.14% +4,522 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 881 shares; 2025Q1: 883 shares; 2025Q2: 829 shares; 2025Q3: 766 shares; 2025Q4: 824 shares; 2026Q1: 1,027 shares; 2026Q2: 1,101 shares 1,101 $786K 0.13% +74 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,513 shares; 2025Q4: 7,951 shares; 2026Q1: 14,358 shares; 2026Q2: 20,896 shares 20,896 $783K 0.13% +6,538 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,505 shares; 2025Q2: not reported; 2025Q3: 6,883 shares; 2025Q4: 7,784 shares; 2026Q1: 12,674 shares; 2026Q2: 17,363 shares 17,363 $772K 0.13% +4,689 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: 1,275 shares; 2024Q4: 3,266 shares; 2025Q1: 5,524 shares; 2025Q2: 4,074 shares; 2025Q3: 13,257 shares; 2025Q4: 16,703 shares; 2026Q1: 20,903 shares; 2026Q2: 5,232 shares 5,232 $767K 0.13% -15,671 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: 2,089 shares; 2024Q4: 2,890 shares; 2025Q1: 4,550 shares; 2025Q2: 5,236 shares; 2025Q3: 4,732 shares; 2025Q4: 4,962 shares; 2026Q1: 5,378 shares; 2026Q2: 5,141 shares 5,141 $754K 0.13% -237 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: 2,463 shares; 2024Q4: 2,348 shares; 2025Q1: 3,860 shares; 2025Q2: 4,047 shares; 2025Q3: 4,252 shares; 2025Q4: 4,861 shares; 2026Q1: 5,786 shares; 2026Q2: 5,556 shares 5,556 $752K 0.13% -230 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,426 shares; 2025Q4: 1,664 shares; 2026Q1: 3,374 shares; 2026Q2: 2,604 shares 2,604 $739K 0.12% -770 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 2,248 shares; 2025Q3: 3,091 shares; 2025Q4: 3,833 shares; 2026Q1: 4,548 shares; 2026Q2: 999 shares 999 $734K 0.12% -3,549 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,292 shares; 2025Q1: 10,870 shares; 2025Q2: 13,180 shares; 2025Q3: 19,807 shares; 2025Q4: 24,610 shares; 2026Q1: 7,220 shares; 2026Q2: 6,223 shares 6,223 $726K 0.12% -997 Timeline XLG 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: 6,261 shares; 2024Q4: 10,819 shares; 2025Q1: 10,636 shares; 2025Q2: 21,298 shares; 2025Q3: 23,804 shares; 2025Q4: 21,784 shares; 2026Q1: 13,594 shares; 2026Q2: 11,496 shares 11,496 $704K 0.12% -2,098 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: 4,546 shares; 2024Q4: 7,014 shares; 2025Q1: 12,091 shares; 2025Q2: 13,839 shares; 2025Q3: 12,679 shares; 2025Q4: 13,625 shares; 2026Q1: 10,715 shares; 2026Q2: 12,415 shares 12,415 $701K 0.12% +1,700 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: 5,344 shares; 2024Q4: 7,563 shares; 2025Q1: 8,396 shares; 2025Q2: 9,107 shares; 2025Q3: 8,180 shares; 2025Q4: 9,516 shares; 2026Q1: 9,608 shares; 2026Q2: 8,597 shares 8,597 $699K 0.12% -1,011 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,335 shares 2,335 $696K 0.12% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,971 shares; 2025Q1: 2,773 shares; 2025Q2: 3,046 shares; 2025Q3: 2,165 shares; 2025Q4: 2,838 shares; 2026Q1: 2,985 shares; 2026Q2: 2,760 shares 2,760 $695K 0.12% -225 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,093 shares; 2024Q4: 10,911 shares; 2025Q1: 9,399 shares; 2025Q2: 6,921 shares; 2025Q3: 10,348 shares; 2025Q4: 8,820 shares; 2026Q1: 13,794 shares; 2026Q2: 17,418 shares 17,418 $694K 0.12% +3,624 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,286 shares; 2025Q1: 9,234 shares; 2025Q2: 3,344 shares; 2025Q3: 3,178 shares; 2025Q4: 3,457 shares; 2026Q1: 3,381 shares; 2026Q2: 3,791 shares 3,791 $644K 0.11% +410 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: 2,511 shares; 2024Q4: 4,212 shares; 2025Q1: 2,472 shares; 2025Q2: 1,810 shares; 2025Q3: 1,823 shares; 2025Q4: 1,770 shares; 2026Q1: 2,046 shares; 2026Q2: 2,122 shares 2,122 $643K 0.11% +76 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: 6,136 shares; 2024Q4: 4,646 shares; 2025Q1: 8,076 shares; 2025Q2: 9,403 shares; 2025Q3: 12,392 shares; 2025Q4: 2,163 shares; 2026Q1: 2,583 shares; 2026Q2: 3,494 shares 3,494 $632K 0.11% +911 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 2,206 shares; 2026Q1: 4,220 shares; 2026Q2: 5,397 shares 5,397 $626K 0.11% +1,177 Timeline BIL 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: 3,246 shares; 2024Q4: 6,537 shares; 2025Q1: 8,234 shares; 2025Q2: 8,812 shares; 2025Q3: 6,141 shares; 2025Q4: 7,367 shares; 2026Q1: 8,932 shares; 2026Q2: 6,784 shares 6,784 $622K 0.11% -2,148 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: 3,982 shares; 2024Q4: 4,451 shares; 2025Q1: 4,203 shares; 2025Q2: 3,676 shares; 2025Q3: 3,470 shares; 2025Q4: 2,798 shares; 2026Q1: 2,989 shares; 2026Q2: 3,344 shares 3,344 $618K 0.1% +355 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,426 shares; 2024Q4: 13,492 shares; 2025Q1: 7,716 shares; 2025Q2: 10,001 shares; 2025Q3: 7,002 shares; 2025Q4: 6,890 shares; 2026Q1: 10,080 shares; 2026Q2: 9,916 shares 9,916 $616K 0.1% -164 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,656 shares; 2024Q4: 2,360 shares; 2025Q1: 2,416 shares; 2025Q2: 2,287 shares; 2025Q3: 1,931 shares; 2025Q4: 1,974 shares; 2026Q1: 2,461 shares; 2026Q2: 2,530 shares 2,530 $613K 0.1% +69 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,601 shares; 2025Q4: 7,485 shares; 2026Q1: 13,422 shares; 2026Q2: 16,827 shares 16,827 $612K 0.1% +3,405 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: 1,885 shares; 2024Q4: 1,877 shares; 2025Q1: 2,036 shares; 2025Q2: 2,052 shares; 2025Q3: 1,507 shares; 2025Q4: 1,691 shares; 2026Q1: 2,197 shares; 2026Q2: 2,455 shares 2,455 $605K 0.1% +258 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: not reported; 2024Q4: not reported; 2025Q1: 6,231 shares; 2025Q2: 9,851 shares; 2025Q3: 12,787 shares; 2025Q4: 3,671 shares; 2026Q1: 3,780 shares; 2026Q2: 3,814 shares 3,814 $586K 0.1% +34 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: 2,262 shares; 2024Q4: 3,317 shares; 2025Q1: 2,846 shares; 2025Q2: 3,635 shares; 2025Q3: 3,533 shares; 2025Q4: 4,979 shares; 2026Q1: 5,747 shares; 2026Q2: 6,023 shares 6,023 $580K 0.1% +276 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,314 shares; 2026Q1: 1,655 shares; 2026Q2: 1,684 shares 1,684 $574K 0.1% +29 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: 4,090 shares; 2024Q4: 5,038 shares; 2025Q1: 3,685 shares; 2025Q2: 2,968 shares; 2025Q3: not reported; 2025Q4: 2,651 shares; 2026Q1: 3,920 shares; 2026Q2: 4,403 shares 4,403 $566K 0.1% +483 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,382 shares; 2026Q2: 7,878 shares 7,878 $561K 0.09% +2,496 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: 1,538 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 1,199 shares; 2026Q1: 1,162 shares; 2026Q2: 1,846 shares 1,846 $555K 0.09% +684 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: 972 shares; 2025Q1: 761 shares; 2025Q2: 682 shares; 2025Q3: 543 shares; 2025Q4: 767 shares; 2026Q1: 780 shares; 2026Q2: 721 shares 721 $550K 0.09% -59 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,861 shares; 2025Q1: 2,289 shares; 2025Q2: 2,070 shares; 2025Q3: 1,839 shares; 2025Q4: 2,168 shares; 2026Q1: 2,504 shares; 2026Q2: 2,609 shares 2,609 $546K 0.09% +105 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: 1,453 shares; 2024Q4: 1,457 shares; 2025Q1: 1,518 shares; 2025Q2: 1,373 shares; 2025Q3: 1,136 shares; 2025Q4: 1,191 shares; 2026Q1: 1,448 shares; 2026Q2: 1,593 shares 1,593 $543K 0.09% +145 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 3,787 shares; 2025Q3: 4,400 shares; 2025Q4: 4,049 shares; 2026Q1: 4,174 shares; 2026Q2: 4,992 shares 4,992 $524K 0.09% +818 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 743 shares; 2025Q1: 452 shares; 2025Q2: 1,460 shares; 2025Q3: 911 shares; 2025Q4: 808 shares; 2026Q1: not reported; 2026Q2: 4,304 shares 4,304 $514K 0.09% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 3,298 shares; 2026Q1: 3,548 shares; 2026Q2: 3,661 shares 3,661 $512K 0.09% +113 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,674 shares; 2026Q2: 15,536 shares 15,536 $512K 0.09% +4,862 Timeline DTCR 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: 11,215 shares; 2026Q2: 16,553 shares 16,553 $503K 0.08% +5,338 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: 6,855 shares; 2024Q4: 7,521 shares; 2025Q1: 9,067 shares; 2025Q2: 8,614 shares; 2025Q3: 3,313 shares; 2025Q4: 4,168 shares; 2026Q1: 3,436 shares; 2026Q2: 5,030 shares 5,030 $498K 0.08% +1,594 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,523 shares; 2025Q1: 1,682 shares; 2025Q2: 1,521 shares; 2025Q3: 1,257 shares; 2025Q4: 1,518 shares; 2026Q1: 1,701 shares; 2026Q2: 1,814 shares 1,814 $494K 0.08% +113 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: 942 shares; 2024Q4: 1,972 shares; 2025Q1: 1,722 shares; 2025Q2: 1,978 shares; 2025Q3: 1,419 shares; 2025Q4: 3,303 shares; 2026Q1: 3,216 shares; 2026Q2: 3,135 shares 3,135 $491K 0.08% -81 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,557 shares; 2025Q3: 25,285 shares; 2025Q4: 31,812 shares; 2026Q1: 37,429 shares; 2026Q2: 4,823 shares 4,823 $490K 0.08% -32,606 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: 2,453 shares; 2024Q4: 2,769 shares; 2025Q1: 3,147 shares; 2025Q2: 3,129 shares; 2025Q3: 2,807 shares; 2025Q4: 2,975 shares; 2026Q1: 3,088 shares; 2026Q2: 2,928 shares 2,928 $488K 0.08% -160 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: not reported; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 4,819 shares; 2025Q3: 5,235 shares; 2025Q4: 5,488 shares; 2026Q1: 4,157 shares; 2026Q2: 4,656 shares 4,656 $484K 0.08% +499 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: 4,717 shares; 2024Q4: 4,748 shares; 2025Q1: 4,765 shares; 2025Q2: 6,618 shares; 2025Q3: 3,655 shares; 2025Q4: 3,786 shares; 2026Q1: 4,131 shares; 2026Q2: 4,463 shares 4,463 $480K 0.08% +332 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,026 shares; 2024Q4: 3,881 shares; 2025Q1: 4,006 shares; 2025Q2: not reported; 2025Q3: 4,134 shares; 2025Q4: 4,136 shares; 2026Q1: 5,340 shares; 2026Q2: 5,785 shares 5,785 $469K 0.08% +445 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 2,485 shares; 2026Q2: 2,823 shares 2,823 $465K 0.08% +338 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 1,828 shares; 2025Q1: 1,309 shares; 2025Q2: 1,569 shares; 2025Q3: 1,523 shares; 2025Q4: 1,411 shares; 2026Q1: 1,011 shares; 2026Q2: 1,263 shares 1,263 $462K 0.08% +252 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229 shares 229 $456K 0.08% new Timeline AGX ARGAN INC More: the full row for ARGAN 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: 567 shares; 2026Q2: 569 shares 569 $455K 0.08% +2 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; 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: 2,788 shares; 2026Q1: 1,921 shares; 2026Q2: 2,684 shares 2,684 $444K 0.08% +763 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 2,106 shares; 2025Q1: 2,651 shares; 2025Q2: 2,903 shares; 2025Q3: 2,336 shares; 2025Q4: 1,991 shares; 2026Q1: 2,686 shares; 2026Q2: 2,073 shares 2,073 $441K 0.07% -613 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: 2,919 shares 2,919 $441K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,758 shares; 2026Q1: 16,445 shares; 2026Q2: 17,884 shares 17,884 $439K 0.07% +1,439 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: 6,603 shares; 2026Q1: 16,448 shares; 2026Q2: 17,749 shares 17,749 $434K 0.07% +1,301 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: 1,543 shares; 2024Q4: 1,566 shares; 2025Q1: 1,547 shares; 2025Q2: 1,373 shares; 2025Q3: 1,104 shares; 2025Q4: not reported; 2026Q1: 1,522 shares; 2026Q2: 1,675 shares 1,675 $429K 0.07% +153 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,752 shares; 2026Q1: 14,701 shares; 2026Q2: 15,445 shares 15,445 $428K 0.07% +744 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,209 shares; 2024Q4: 3,042 shares; 2025Q1: 2,696 shares; 2025Q2: 2,806 shares; 2025Q3: 2,476 shares; 2025Q4: 2,534 shares; 2026Q1: 1,740 shares; 2026Q2: 1,831 shares 1,831 $427K 0.07% +91 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,226 shares; 2025Q2: 1,656 shares; 2025Q3: 1,427 shares; 2025Q4: 1,545 shares; 2026Q1: 1,631 shares; 2026Q2: 1,492 shares 1,492 $423K 0.07% -139 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: 6,293 shares; 2024Q4: 6,847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,788 shares; 2025Q4: not reported; 2026Q1: 7,926 shares; 2026Q2: 9,546 shares 9,546 $420K 0.07% +1,620 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: 1,005 shares; 2024Q4: 1,497 shares; 2025Q1: 1,576 shares; 2025Q2: 1,984 shares; 2025Q3: 1,738 shares; 2025Q4: 1,821 shares; 2026Q1: 1,853 shares; 2026Q2: 1,544 shares 1,544 $417K 0.07% -309 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: 1,637 shares; 2024Q4: 1,620 shares; 2025Q1: 1,533 shares; 2025Q2: 1,168 shares; 2025Q3: 861 shares; 2025Q4: 886 shares; 2026Q1: 1,109 shares; 2026Q2: 1,245 shares 1,245 $412K 0.07% +136 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,655 shares 1,655 $411K 0.07% new Timeline IDMO 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: 3,850 shares; 2025Q4: 6,049 shares; 2026Q1: 7,752 shares; 2026Q2: 6,727 shares 6,727 $406K 0.07% -1,025 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,987 shares; 2024Q4: 3,703 shares; 2025Q1: 4,832 shares; 2025Q2: 3,137 shares; 2025Q3: 3,958 shares; 2025Q4: 2,672 shares; 2026Q1: 2,962 shares; 2026Q2: 2,940 shares 2,940 $404K 0.07% -22 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,117 shares; 2024Q4: 3,128 shares; 2025Q1: 3,519 shares; 2025Q2: 3,094 shares; 2025Q3: 2,540 shares; 2025Q4: 2,693 shares; 2026Q1: 3,691 shares; 2026Q2: 3,880 shares 3,880 $403K 0.07% +189 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,533 shares; 2026Q2: 4,572 shares 4,572 $402K 0.07% +39 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: 1,934 shares; 2024Q4: 1,954 shares; 2025Q1: 1,824 shares; 2025Q2: 1,744 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,528 shares; 2026Q2: 1,505 shares 1,505 $392K 0.07% -23 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: 1,610 shares; 2024Q4: 1,637 shares; 2025Q1: 1,601 shares; 2025Q2: 1,356 shares; 2025Q3: 959 shares; 2025Q4: 1,093 shares; 2026Q1: 1,453 shares; 2026Q2: 1,379 shares 1,379 $388K 0.07% -74 Timeline EWY 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: 1,633 shares; 2026Q2: 1,909 shares 1,909 $385K 0.07% +276 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: 890 shares 890 $384K 0.06% new Timeline JCPB 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: 22,801 shares; 2024Q4: 31,430 shares; 2025Q1: 26,256 shares; 2025Q2: 23,322 shares; 2025Q3: 5,721 shares; 2025Q4: 4,905 shares; 2026Q1: 6,994 shares; 2026Q2: 8,148 shares 8,148 $382K 0.06% +1,154 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,265 shares; 2025Q4: 1,522 shares; 2026Q1: not reported; 2026Q2: 1,471 shares 1,471 $374K 0.06% new Timeline TMAT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; 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: 11,742 shares 11,742 $369K 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: 920 shares; 2025Q1: 1,018 shares; 2025Q2: 944 shares; 2025Q3: 743 shares; 2025Q4: 800 shares; 2026Q1: 1,112 shares; 2026Q2: 1,328 shares 1,328 $367K 0.06% +216 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,074 shares; 2026Q2: 4,287 shares 4,287 $366K 0.06% +1,213 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: not reported; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 4,717 shares; 2025Q3: 6,043 shares; 2025Q4: 2,192 shares; 2026Q1: 2,149 shares; 2026Q2: 1,628 shares 1,628 $365K 0.06% -521 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: 1,826 shares; 2024Q4: 2,453 shares; 2025Q1: 2,622 shares; 2025Q2: 2,904 shares; 2025Q3: 2,597 shares; 2025Q4: 3,262 shares; 2026Q1: 3,790 shares; 2026Q2: 3,998 shares 3,998 $363K 0.06% +208 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,536 shares; 2026Q1: 4,274 shares; 2026Q2: 4,757 shares 4,757 $362K 0.06% +483 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,915 shares; 2025Q1: 4,079 shares; 2025Q2: 4,939 shares; 2025Q3: 4,943 shares; 2025Q4: 4,401 shares; 2026Q1: 4,859 shares; 2026Q2: 5,004 shares 5,004 $360K 0.06% +145 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 6,121 shares; 2026Q2: 6,333 shares 6,333 $360K 0.06% +212 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,946 shares; 2026Q2: 4,450 shares 4,450 $359K 0.06% +504 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,168 shares; 2025Q4: 4,847 shares; 2026Q1: 4,950 shares; 2026Q2: 6,073 shares 6,073 $358K 0.06% +1,123 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: 1,603 shares 1,603 $354K 0.06% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 1,318 shares; 2025Q4: 1,524 shares; 2026Q1: 1,693 shares; 2026Q2: 1,602 shares 1,602 $351K 0.06% -91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,525 shares; 2026Q2: 5,835 shares 5,835 $348K 0.06% +310 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,691 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,073 shares; 2026Q2: 2,617 shares 2,617 $347K 0.06% +544 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares; 2026Q2: 1,005 shares 1,005 $346K 0.06% 0 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: not reported; 2025Q2: 3,387 shares; 2025Q3: 3,904 shares; 2025Q4: 3,968 shares; 2026Q1: 4,221 shares; 2026Q2: 3,723 shares 3,723 $344K 0.06% -498 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,041 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,444 shares 1,444 $342K 0.06% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 2,351 shares; 2026Q2: 2,715 shares 2,715 $341K 0.06% +364 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,626 shares 3,626 $340K 0.06% 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: 9,516 shares; 2024Q4: 7,300 shares; 2025Q1: 7,302 shares; 2025Q2: 6,410 shares; 2025Q3: 4,489 shares; 2025Q4: 3,762 shares; 2026Q1: 4,027 shares; 2026Q2: 4,382 shares 4,382 $338K 0.06% +355 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,618 shares; 2025Q2: 11,965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,938 shares; 2026Q2: 4,544 shares 4,544 $338K 0.06% +606 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: 705 shares; 2025Q4: 723 shares; 2026Q1: 951 shares; 2026Q2: 849 shares 849 $334K 0.06% -102 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: 1,504 shares 1,504 $332K 0.06% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,345 shares; 2024Q4: 6,356 shares; 2025Q1: 2,646 shares; 2025Q2: 4,956 shares; 2025Q3: 5,783 shares; 2025Q4: 4,631 shares; 2026Q1: 5,859 shares; 2026Q2: 3,826 shares 3,826 $331K 0.06% -2,033 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,155 shares; 2025Q4: 12,640 shares; 2026Q1: 13,380 shares; 2026Q2: 11,993 shares 11,993 $329K 0.06% -1,387 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 3,163 shares; 2026Q1: 4,183 shares; 2026Q2: 4,657 shares 4,657 $329K 0.06% +474 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774 shares; 2024Q4: 822 shares; 2025Q1: 1,260 shares; 2025Q2: not reported; 2025Q3: 522 shares; 2025Q4: 550 shares; 2026Q1: 578 shares; 2026Q2: 606 shares 606 $328K 0.06% +28 Timeline DIVB 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: 5,065 shares; 2025Q2: 5,226 shares; 2025Q3: 5,448 shares; 2025Q4: 6,376 shares; 2026Q1: 7,172 shares; 2026Q2: 5,316 shares 5,316 $327K 0.06% -1,856 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,406 shares; 2026Q2: 8,063 shares 8,063 $327K 0.06% -343 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares; 2026Q2: 763 shares 763 $326K 0.06% +99 Timeline VDC 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: 1,372 shares; 2025Q2: 1,112 shares; 2025Q3: 1,171 shares; 2025Q4: 1,033 shares; 2026Q1: 976 shares; 2026Q2: 1,443 shares 1,443 $326K 0.06% +467 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,463 shares 14,463 $322K 0.05% new 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: 2,925 shares; 2026Q2: 3,143 shares 3,143 $322K 0.05% +218 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: 3,276 shares; 2025Q2: 3,799 shares; 2025Q3: 4,507 shares; 2025Q4: 5,098 shares; 2026Q1: 4,933 shares; 2026Q2: 4,442 shares 4,442 $321K 0.05% -491 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: not reported; 2024Q4: 5,685 shares; 2025Q1: 7,434 shares; 2025Q2: 8,137 shares; 2025Q3: 5,954 shares; 2025Q4: 5,935 shares; 2026Q1: 7,976 shares; 2026Q2: 7,524 shares 7,524 $319K 0.05% -452 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,811 shares 4,811 $316K 0.05% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,328 shares; 2024Q4: 7,198 shares; 2025Q1: 9,311 shares; 2025Q2: 6,158 shares; 2025Q3: 3,625 shares; 2025Q4: 3,423 shares; 2026Q1: 7,770 shares; 2026Q2: 5,059 shares 5,059 $315K 0.05% -2,711 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,459 shares; 2024Q4: 1,348 shares; 2025Q1: 1,358 shares; 2025Q2: 1,603 shares; 2025Q3: 1,469 shares; 2025Q4: 1,121 shares; 2026Q1: 968 shares; 2026Q2: 1,026 shares 1,026 $314K 0.05% +58 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 538 shares; 2026Q2: 596 shares 596 $312K 0.05% +58 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,763 shares; 2025Q2: 64,936 shares; 2025Q3: 91,285 shares; 2025Q4: 12,415 shares; 2026Q1: 13,034 shares; 2026Q2: 15,075 shares 15,075 $312K 0.05% +2,041 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: not reported; 2024Q4: not reported; 2025Q1: 2,304 shares; 2025Q2: 3,282 shares; 2025Q3: 3,605 shares; 2025Q4: 3,218 shares; 2026Q1: 3,401 shares; 2026Q2: 3,045 shares 3,045 $311K 0.05% -356 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,053 shares; 2026Q2: 3,450 shares 3,450 $311K 0.05% +397 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 1,827 shares; 2025Q4: 2,205 shares; 2026Q1: 2,338 shares; 2026Q2: 2,047 shares 2,047 $310K 0.05% -291 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 768 shares; 2026Q2: 852 shares 852 $309K 0.05% +84 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,486 shares; 2024Q4: 2,413 shares; 2025Q1: 2,341 shares; 2025Q2: 2,090 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,116 shares; 2026Q2: 2,377 shares 2,377 $308K 0.05% +261 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,467 shares; 2024Q4: 3,024 shares; 2025Q1: 1,341 shares; 2025Q2: 1,398 shares; 2025Q3: not reported; 2025Q4: 2,657 shares; 2026Q1: 2,021 shares; 2026Q2: 2,188 shares 2,188 $308K 0.05% +167 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,069 shares 3,069 $305K 0.05% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,490 shares 11,490 $301K 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,579 shares; 2025Q3: 21,654 shares; 2025Q4: 27,073 shares; 2026Q1: 2,846 shares; 2026Q2: 2,351 shares 2,351 $297K 0.05% -495 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,249 shares; 2025Q1: 4,214 shares; 2025Q2: 4,041 shares; 2025Q3: 2,367 shares; 2025Q4: not reported; 2026Q1: 3,119 shares; 2026Q2: 3,381 shares 3,381 $297K 0.05% +262 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: 1,091 shares; 2024Q4: 1,868 shares; 2025Q1: 2,135 shares; 2025Q2: 1,802 shares; 2025Q3: 1,447 shares; 2025Q4: 1,559 shares; 2026Q1: 2,009 shares; 2026Q2: 2,370 shares 2,370 $295K 0.05% +361 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: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,791 shares; 2025Q4: 25,160 shares; 2026Q1: 26,740 shares; 2026Q2: 12,178 shares 12,178 $294K 0.05% -14,562 Timeline QQQJ 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: not reported; 2026Q1: not reported; 2026Q2: 6,420 shares 6,420 $292K 0.05% new 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: 3,473 shares; 2024Q4: 2,881 shares; 2025Q1: 1,674 shares; 2025Q2: 2,230 shares; 2025Q3: 1,154 shares; 2025Q4: 2,543 shares; 2026Q1: 2,110 shares; 2026Q2: 2,471 shares 2,471 $290K 0.05% +361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,399 shares; 2025Q4: 1,465 shares; 2026Q1: 1,551 shares; 2026Q2: 1,300 shares 1,300 $287K 0.05% -251 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 976 shares; 2024Q4: 1,289 shares; 2025Q1: 1,126 shares; 2025Q2: 1,329 shares; 2025Q3: 1,467 shares; 2025Q4: 1,616 shares; 2026Q1: 1,597 shares; 2026Q2: 1,387 shares 1,387 $284K 0.05% -210 Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE 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: 49,079 shares 49,079 $282K 0.05% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,817 shares 6,817 $282K 0.05% new 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: 53 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 77 shares; 2025Q4: 69 shares; 2026Q1: 66 shares; 2026Q2: 1,548 shares 1,548 $276K 0.05% +1,482 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 801 shares 801 $275K 0.05% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,783 shares; 2025Q4: 10,909 shares; 2026Q1: 6,573 shares; 2026Q2: 6,858 shares 6,858 $274K 0.05% +285 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,435 shares; 2024Q4: 2,098 shares; 2025Q1: 2,105 shares; 2025Q2: 1,964 shares; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 2,689 shares; 2026Q2: 2,983 shares 2,983 $272K 0.05% +294 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,977 shares 5,977 $272K 0.05% 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: 16,487 shares; 2025Q2: 20,549 shares; 2025Q3: 12,081 shares; 2025Q4: 14,420 shares; 2026Q1: not reported; 2026Q2: 3,044 shares 3,044 $270K 0.05% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 538 shares; 2025Q4: 725 shares; 2026Q1: 821 shares; 2026Q2: 679 shares 679 $270K 0.05% -142 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: 603 shares; 2025Q3: 668 shares; 2025Q4: 726 shares; 2026Q1: 786 shares; 2026Q2: 646 shares 646 $269K 0.05% -140 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,457 shares; 2025Q3: 14,993 shares; 2025Q4: 18,194 shares; 2026Q1: 21,832 shares; 2026Q2: 3,388 shares 3,388 $262K 0.04% -18,444 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 451 shares 451 $261K 0.04% new 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: 3,354 shares; 2024Q4: 4,129 shares; 2025Q1: 3,634 shares; 2025Q2: 3,979 shares; 2025Q3: 2,631 shares; 2025Q4: 1,724 shares; 2026Q1: 2,083 shares; 2026Q2: 1,481 shares 1,481 $260K 0.04% -602 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: not reported; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 2,683 shares; 2025Q3: 2,360 shares; 2025Q4: 2,863 shares; 2026Q1: 3,328 shares; 2026Q2: 3,316 shares 3,316 $259K 0.04% -12 Timeline COPX 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: 3,360 shares 3,360 $259K 0.04% new Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 14,387 shares 14,387 $258K 0.04% new Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,820 shares; 2026Q2: 3,236 shares 3,236 $256K 0.04% +416 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 2,605 shares; 2026Q2: 2,841 shares 2,841 $255K 0.04% +236 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,181 shares 9,181 $254K 0.04% new Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,888 shares; 2025Q1: 21,280 shares; 2025Q2: 17,719 shares; 2025Q3: 10,428 shares; 2025Q4: 18,037 shares; 2026Q1: not reported; 2026Q2: 10,283 shares 10,283 $254K 0.04% new 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: 12,400 shares; 2024Q4: 10,295 shares; 2025Q1: 9,028 shares; 2025Q2: 9,988 shares; 2025Q3: 3,841 shares; 2025Q4: 3,850 shares; 2026Q1: 4,848 shares; 2026Q2: 4,846 shares 4,846 $254K 0.04% -2 Timeline GARP 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: 3,049 shares 3,049 $252K 0.04% new Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,723 shares 9,723 $250K 0.04% new 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: 2,080 shares; 2024Q4: 2,359 shares; 2025Q1: 2,410 shares; 2025Q2: 3,960 shares; 2025Q3: 4,212 shares; 2025Q4: 3,926 shares; 2026Q1: 1,825 shares; 2026Q2: 1,031 shares 1,031 $250K 0.04% -794 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: 761 shares; 2024Q4: 706 shares; 2025Q1: 744 shares; 2025Q2: 580 shares; 2025Q3: not reported; 2025Q4: 599 shares; 2026Q1: not reported; 2026Q2: 644 shares 644 $249K 0.04% new Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; 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: 6,762 shares 6,762 $249K 0.04% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,675 shares; 2024Q4: 3,353 shares; 2025Q1: 3,252 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,484 shares; 2026Q2: 3,913 shares 3,913 $245K 0.04% +429 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,102 shares 6,102 $245K 0.04% new Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,318 shares; 2025Q3: 3,397 shares; 2025Q4: 3,776 shares; 2026Q1: 3,684 shares; 2026Q2: 3,225 shares 3,225 $244K 0.04% -459 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares; 2026Q2: 1,109 shares 1,109 $240K 0.04% +55 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; 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: 6,377 shares 6,377 $239K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 982 shares; 2026Q2: 1,047 shares 1,047 $235K 0.04% +65 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,764 shares 1,764 $230K 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares; 2026Q2: 362 shares 362 $230K 0.04% +1 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,527 shares 2,527 $229K 0.04% new Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,019 shares; 2025Q4: 1,087 shares; 2026Q1: not reported; 2026Q2: 1,310 shares 1,310 $227K 0.04% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,367 shares; 2026Q1: not reported; 2026Q2: 2,992 shares 2,992 $226K 0.04% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 4,146 shares 4,146 $226K 0.04% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 850 shares; 2025Q1: 735 shares; 2025Q2: 842 shares; 2025Q3: 736 shares; 2025Q4: 663 shares; 2026Q1: 545 shares; 2026Q2: 428 shares 428 $225K 0.04% -117 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,379 shares; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,484 shares; 2026Q2: 1,127 shares 1,127 $223K 0.04% -357 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: not reported; 2025Q1: 2,099 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,281 shares 2,281 $221K 0.04% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 1,214 shares; 2025Q2: 1,410 shares; 2025Q3: 1,309 shares; 2025Q4: 1,308 shares; 2026Q1: 1,244 shares; 2026Q2: 990 shares 990 $221K 0.04% -254 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: 314 shares; 2026Q2: 265 shares 265 $220K 0.04% -49 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,346 shares 3,346 $220K 0.04% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,485 shares; 2025Q4: 1,413 shares; 2026Q1: 1,333 shares; 2026Q2: 1,135 shares 1,135 $219K 0.04% -198 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,847 shares 5,847 $218K 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 656 shares; 2026Q2: 600 shares 600 $218K 0.04% -56 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER 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: 5,513 shares; 2026Q1: not reported; 2026Q2: 5,693 shares 5,693 $217K 0.04% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,354 shares; 2024Q4: 3,853 shares; 2025Q1: 3,761 shares; 2025Q2: 3,570 shares; 2025Q3: 3,712 shares; 2025Q4: 2,578 shares; 2026Q1: not reported; 2026Q2: 1,767 shares 1,767 $216K 0.04% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $214K 0.04% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,825 shares 2,825 $214K 0.04% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,079 shares; 2024Q4: 2,086 shares; 2025Q1: 2,058 shares; 2025Q2: 1,827 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,067 shares; 2026Q2: 2,241 shares 2,241 $212K 0.04% +174 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,762 shares 7,762 $212K 0.04% new Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,988 shares; 2026Q1: 6,988 shares; 2026Q2: 7,020 shares 7,020 $210K 0.04% +32 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,594 shares 2,594 $210K 0.04% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,594 shares; 2025Q1: 3,301 shares; 2025Q2: not reported; 2025Q3: 997 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 543 shares 543 $209K 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,495 shares; 2026Q2: 3,617 shares 3,617 $208K 0.04% +122 Timeline IVLU 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: 4,977 shares 4,977 $208K 0.04% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,451 shares 1,451 $208K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,717 shares; 2025Q2: 8,568 shares; 2025Q3: not reported; 2025Q4: 14,756 shares; 2026Q1: 9,207 shares; 2026Q2: 8,616 shares 8,616 $207K 0.04% -591 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 1,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,283 shares; 2026Q1: 1,048 shares; 2026Q2: 1,449 shares 1,449 $206K 0.03% +401 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,910 shares 3,910 $206K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,341 shares; 2025Q1: 10,555 shares; 2025Q2: 13,350 shares; 2025Q3: 2,006 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,491 shares 1,491 $205K 0.03% new Timeline SHLD 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: 8,114 shares; 2026Q2: 3,426 shares 3,426 $205K 0.03% -4,688 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 14,471 shares; 2025Q3: 20,900 shares; 2025Q4: 25,564 shares; 2026Q1: 31,188 shares; 2026Q2: 2,337 shares 2,337 $204K 0.03% -28,851 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 841 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares; 2026Q2: 1,041 shares 1,041 $203K 0.03% +101 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: not reported; 2026Q1: 452 shares; 2026Q2: 390 shares 390 $203K 0.03% -62 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,468 shares; 2025Q4: 21,506 shares; 2026Q1: 27,815 shares; 2026Q2: 2,154 shares 2,154 $201K 0.03% -25,661 Timeline BLV 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: 4,609 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,632 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,914 shares 2,914 $201K 0.03% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK 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: 12,725 shares 12,725 $185K 0.03% new Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; 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: 11,978 shares 11,978 $143K 0.02% new Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,555 shares; 2025Q3: 14,121 shares; 2025Q4: 17,375 shares; 2026Q1: not reported; 2026Q2: 19,702 shares 19,702 $126K 0.02% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 11,303 shares; 2026Q1: not reported; 2026Q2: 12,949 shares 12,949 $99.7K 0.02% new Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS 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: 28,586 shares 28,586 $62.6K 0.01% new Timeline