GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,429 shares; 2024Q4: 8,429 shares; 2025Q1: 8,346 shares; 2025Q2: 8,346 shares; 2025Q3: 8,346 shares; 2025Q4: 65,704 shares; 2026Q1: 65,658 shares; 2026Q2: 65,658 shares 65,658 $15.6M 6.67% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,871 shares; 2024Q4: 122,298 shares; 2025Q1: 122,841 shares; 2025Q2: 126,507 shares; 2025Q3: 127,498 shares; 2025Q4: 125,399 shares; 2026Q1: 127,079 shares; 2026Q2: 126,013 shares 126,013 $12.2M 5.2% -1,066 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: 11,867 shares; 2024Q4: 12,051 shares; 2025Q1: 12,503 shares; 2025Q2: 12,650 shares; 2025Q3: 12,908 shares; 2025Q4: 12,997 shares; 2026Q1: 12,766 shares; 2026Q2: 10,842 shares 10,842 $7.84M 3.35% -1,924 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: 19,538 shares; 2024Q4: 19,808 shares; 2025Q1: 20,471 shares; 2025Q2: 20,740 shares; 2025Q3: 20,926 shares; 2025Q4: 20,903 shares; 2026Q1: 20,685 shares; 2026Q2: 21,443 shares 21,443 $7.66M 3.28% +758 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: 2,282 shares; 2024Q4: 2,312 shares; 2025Q1: 3,192 shares; 2025Q2: 3,162 shares; 2025Q3: 3,284 shares; 2025Q4: 2,850 shares; 2026Q1: 39,715 shares; 2026Q2: 37,988 shares 37,988 $7.6M 3.25% -1,727 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: 14,301 shares; 2024Q4: 14,122 shares; 2025Q1: 15,234 shares; 2025Q2: 14,586 shares; 2025Q3: 14,741 shares; 2025Q4: 14,333 shares; 2026Q1: 19,994 shares; 2026Q2: 20,006 shares 20,006 $5.79M 2.48% +12 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,145 shares; 2024Q4: 74,358 shares; 2025Q1: 76,084 shares; 2025Q2: 79,408 shares; 2025Q3: 82,526 shares; 2025Q4: 87,656 shares; 2026Q1: 92,175 shares; 2026Q2: 97,858 shares 97,858 $5.7M 2.44% +5,683 Timeline MOAT 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: 46,998 shares; 2024Q4: 53,269 shares; 2025Q1: 55,390 shares; 2025Q2: 56,872 shares; 2025Q3: 56,392 shares; 2025Q4: 55,604 shares; 2026Q1: 54,641 shares; 2026Q2: 50,608 shares 50,608 $5.26M 2.25% -4,033 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: 21,814 shares; 2024Q4: 22,247 shares; 2025Q1: 23,053 shares; 2025Q2: 24,455 shares; 2025Q3: 25,406 shares; 2025Q4: 25,702 shares; 2026Q1: 26,074 shares; 2026Q2: 29,691 shares 29,691 $5.24M 2.24% +3,617 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: 2,911 shares; 2024Q4: 2,886 shares; 2025Q1: 3,106 shares; 2025Q2: 3,106 shares; 2025Q3: 3,161 shares; 2025Q4: 3,141 shares; 2026Q1: 12,125 shares; 2026Q2: 12,110 shares 12,110 $4.57M 1.96% -15 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: 6,323 shares; 2024Q4: 6,377 shares; 2025Q1: 6,887 shares; 2025Q2: 7,018 shares; 2025Q3: 7,133 shares; 2025Q4: 7,270 shares; 2026Q1: 10,166 shares; 2026Q2: 11,249 shares 11,249 $4.2M 1.8% +1,083 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423 shares; 2024Q4: 2,449 shares; 2025Q1: 2,493 shares; 2025Q2: 37,781 shares; 2025Q3: 38,171 shares; 2025Q4: 38,512 shares; 2026Q1: 39,055 shares; 2026Q2: 43,962 shares 43,962 $4.05M 1.73% +4,907 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,783 shares; 2024Q4: 52,956 shares; 2025Q1: 57,597 shares; 2025Q2: 61,689 shares; 2025Q3: 62,856 shares; 2025Q4: 66,790 shares; 2026Q1: 69,824 shares; 2026Q2: 76,835 shares 76,835 $3.86M 1.65% +7,011 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: 6,224 shares; 2024Q4: 6,249 shares; 2025Q1: 6,314 shares; 2025Q2: 6,418 shares; 2025Q3: 6,550 shares; 2025Q4: 6,575 shares; 2026Q1: 6,702 shares; 2026Q2: 7,451 shares 7,451 $3.83M 1.64% +749 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,753 shares; 2024Q4: 10,886 shares; 2025Q1: 11,162 shares; 2025Q2: 11,096 shares; 2025Q3: 11,071 shares; 2025Q4: 11,085 shares; 2026Q1: 10,835 shares; 2026Q2: 11,490 shares 11,490 $3.76M 1.61% +655 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: 40,167 shares; 2024Q4: 41,348 shares; 2025Q1: 42,628 shares; 2025Q2: 42,900 shares; 2025Q3: 43,257 shares; 2025Q4: 43,876 shares; 2026Q1: 45,408 shares; 2026Q2: 50,558 shares 50,558 $3.64M 1.56% +5,150 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: not reported; 2026Q1: 6,100 shares; 2026Q2: 3,420 shares 3,420 $3.3M 1.41% -2,680 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: 11,134 shares; 2024Q4: 11,271 shares; 2025Q1: 12,157 shares; 2025Q2: 12,336 shares; 2025Q3: 12,483 shares; 2025Q4: 12,702 shares; 2026Q1: 11,800 shares; 2026Q2: 13,377 shares 13,377 $3.19M 1.36% +1,577 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: 12,610 shares; 2024Q4: 13,012 shares; 2025Q1: 13,739 shares; 2025Q2: 13,902 shares; 2025Q3: 14,626 shares; 2025Q4: 15,035 shares; 2026Q1: 15,464 shares; 2026Q2: 17,555 shares 17,555 $3.18M 1.36% +2,091 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,684 shares; 2024Q4: 25,197 shares; 2025Q1: 26,304 shares; 2025Q2: 26,683 shares; 2025Q3: 26,937 shares; 2025Q4: 27,518 shares; 2026Q1: 28,017 shares; 2026Q2: 32,634 shares 32,634 $3.14M 1.34% +4,617 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,738 shares; 2024Q4: 25,391 shares; 2025Q1: 25,332 shares; 2025Q2: 26,368 shares; 2025Q3: 26,334 shares; 2025Q4: 26,432 shares; 2026Q1: 26,320 shares; 2026Q2: 26,577 shares 26,577 $3.12M 1.34% +257 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,625 shares; 2024Q4: 4,734 shares; 2025Q1: 4,807 shares; 2025Q2: 4,886 shares; 2025Q3: 4,920 shares; 2025Q4: 4,998 shares; 2026Q1: 5,091 shares; 2026Q2: 5,659 shares 5,659 $2.88M 1.23% +568 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: 5,776 shares; 2024Q4: 5,837 shares; 2025Q1: 6,167 shares; 2025Q2: 6,212 shares; 2025Q3: 6,278 shares; 2025Q4: 6,442 shares; 2026Q1: 6,628 shares; 2026Q2: 7,828 shares 7,828 $2.69M 1.15% +1,200 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,055 shares; 2025Q1: 2,161 shares; 2025Q2: 2,170 shares; 2025Q3: 2,213 shares; 2025Q4: 2,264 shares; 2026Q1: 4,698 shares; 2026Q2: 4,758 shares 4,758 $2.68M 1.15% +60 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,492 shares; 2026Q2: 4,407 shares 4,407 $2.56M 1.1% -85 Timeline POWL POWELL INDS INC More: the full row for POWELL 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: 2,875 shares; 2026Q2: 8,625 shares 8,625 $2.47M 1.06% +5,750 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: 1,385 shares; 2024Q4: 1,386 shares; 2025Q1: 1,388 shares; 2025Q2: 2,029 shares; 2025Q3: 2,862 shares; 2025Q4: 4,389 shares; 2026Q1: 6,326 shares; 2026Q2: 7,182 shares 7,182 $2.46M 1.05% +856 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: 15,275 shares; 2024Q4: 15,072 shares; 2025Q1: 14,238 shares; 2025Q2: 14,140 shares; 2025Q3: 13,810 shares; 2025Q4: 12,447 shares; 2026Q1: 12,032 shares; 2026Q2: 11,546 shares 11,546 $2.46M 1.05% -486 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,738 shares; 2024Q4: 21,078 shares; 2025Q1: 20,385 shares; 2025Q2: 22,667 shares; 2025Q3: 23,047 shares; 2025Q4: 23,384 shares; 2026Q1: 25,814 shares; 2026Q2: 26,453 shares 26,453 $2.32M 0.99% +639 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: 3,571 shares; 2024Q4: 3,569 shares; 2025Q1: 3,549 shares; 2025Q2: 3,549 shares; 2025Q3: 3,482 shares; 2025Q4: 3,316 shares; 2026Q1: 6,291 shares; 2026Q2: 6,181 shares 6,181 $2.18M 0.93% -110 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,406 shares; 2024Q4: 7,552 shares; 2025Q1: 7,782 shares; 2025Q2: 7,912 shares; 2025Q3: 8,029 shares; 2025Q4: 8,200 shares; 2026Q1: 8,521 shares; 2026Q2: 10,142 shares 10,142 $2.14M 0.91% +1,621 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 266 shares; 2026Q1: 1,280 shares; 2026Q2: 1,744 shares 1,744 $2.09M 0.9% +464 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,045 shares; 2024Q4: 3,146 shares; 2025Q1: 3,256 shares; 2025Q2: 3,307 shares; 2025Q3: 3,324 shares; 2025Q4: 3,420 shares; 2026Q1: 3,497 shares; 2026Q2: 4,078 shares 4,078 $2.08M 0.89% +581 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: 9,287 shares; 2024Q4: 9,702 shares; 2025Q1: 10,521 shares; 2025Q2: 10,796 shares; 2025Q3: 10,941 shares; 2025Q4: 11,333 shares; 2026Q1: 11,564 shares; 2026Q2: 13,630 shares 13,630 $2.06M 0.88% +2,066 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,600 shares; 2024Q4: 19,246 shares; 2025Q1: 18,350 shares; 2025Q2: 18,411 shares; 2025Q3: 18,478 shares; 2025Q4: 18,235 shares; 2026Q1: 18,215 shares; 2026Q2: 18,287 shares 18,287 $2M 0.86% +72 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares; 2026Q2: 6,435 shares 6,435 $1.94M 0.83% +5,775 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,727 shares; 2024Q4: 4,824 shares; 2025Q1: 4,913 shares; 2025Q2: 4,961 shares; 2025Q3: 5,013 shares; 2025Q4: 5,131 shares; 2026Q1: 5,225 shares; 2026Q2: 6,188 shares 6,188 $1.9M 0.81% +963 Timeline PJUL 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: not reported; 2026Q1: 39,807 shares; 2026Q2: 36,379 shares 36,379 $1.78M 0.76% -3,428 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: 6,200 shares; 2024Q4: 6,480 shares; 2025Q1: 6,912 shares; 2025Q2: 7,063 shares; 2025Q3: 7,134 shares; 2025Q4: 7,317 shares; 2026Q1: 9,507 shares; 2026Q2: 10,652 shares 10,652 $1.77M 0.76% +1,145 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: 3,157 shares; 2024Q4: 3,156 shares; 2025Q1: 3,158 shares; 2025Q2: 3,184 shares; 2025Q3: 3,210 shares; 2025Q4: 3,382 shares; 2026Q1: 5,126 shares; 2026Q2: 6,463 shares 6,463 $1.76M 0.75% +1,337 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,700 shares; 2026Q2: 20,700 shares 20,700 $1.69M 0.72% 0 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: 10,848 shares; 2024Q4: 11,291 shares; 2025Q1: 11,602 shares; 2025Q2: 11,969 shares; 2025Q3: 12,104 shares; 2025Q4: 12,406 shares; 2026Q1: 14,812 shares; 2026Q2: 18,585 shares 18,585 $1.69M 0.72% +3,773 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: 23,188 shares; 2024Q4: 9,307 shares; 2025Q1: 8,797 shares; 2025Q2: 10,997 shares; 2025Q3: 11,048 shares; 2025Q4: 11,846 shares; 2026Q1: 14,354 shares; 2026Q2: 17,629 shares 17,629 $1.62M 0.69% +3,275 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 416 shares; 2024Q4: 1,567 shares; 2025Q1: 1,792 shares; 2025Q2: 1,821 shares; 2025Q3: 1,976 shares; 2025Q4: 2,117 shares; 2026Q1: 2,279 shares; 2026Q2: 2,974 shares 2,974 $1.6M 0.69% +695 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,293 shares; 2024Q4: 5,870 shares; 2025Q1: 6,018 shares; 2025Q2: 6,291 shares; 2025Q3: 6,492 shares; 2025Q4: 6,648 shares; 2026Q1: 6,754 shares; 2026Q2: 7,598 shares 7,598 $1.58M 0.68% +844 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 900 shares; 2025Q4: 2,893 shares; 2026Q1: 2,952 shares; 2026Q2: 3,568 shares 3,568 $1.56M 0.67% +616 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: 2,135 shares; 2024Q4: 2,124 shares; 2025Q1: 2,106 shares; 2025Q2: 2,129 shares; 2025Q3: 2,120 shares; 2025Q4: 2,099 shares; 2026Q1: 2,044 shares; 2026Q2: 2,030 shares 2,030 $1.52M 0.65% -14 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,185 shares; 2024Q4: 3,197 shares; 2025Q1: 2,747 shares; 2025Q2: 2,753 shares; 2025Q3: 2,756 shares; 2025Q4: 2,660 shares; 2026Q1: 2,664 shares; 2026Q2: 2,666 shares 2,666 $1.39M 0.6% +2 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: 1,278 shares; 2024Q4: 1,278 shares; 2025Q1: 1,235 shares; 2025Q2: 1,220 shares; 2025Q3: 1,209 shares; 2025Q4: 1,194 shares; 2026Q1: 3,109 shares; 2026Q2: 3,213 shares 3,213 $1.37M 0.59% +104 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 903 shares; 2025Q1: 1,995 shares; 2025Q2: 1,932 shares; 2025Q3: 2,099 shares; 2025Q4: 2,214 shares; 2026Q1: 1,962 shares; 2026Q2: 1,981 shares 1,981 $1.36M 0.58% +19 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,245 shares; 2026Q2: 1,245 shares 1,245 $1.26M 0.54% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,328 shares; 2025Q2: 5,365 shares; 2025Q3: 6,874 shares; 2025Q4: 7,425 shares; 2026Q1: 8,964 shares; 2026Q2: 10,062 shares 10,062 $1.26M 0.54% +1,098 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 1,603 shares; 2025Q3: 1,673 shares; 2025Q4: 1,729 shares; 2026Q1: 1,815 shares; 2026Q2: 2,669 shares 2,669 $1.24M 0.53% +854 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,423 shares; 2024Q4: 22,591 shares; 2025Q1: 23,570 shares; 2025Q2: 24,239 shares; 2025Q3: 25,446 shares; 2025Q4: 27,078 shares; 2026Q1: 28,748 shares; 2026Q2: 38,044 shares 38,044 $1.2M 0.51% +9,296 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,415 shares; 2024Q4: 12,008 shares; 2025Q1: 12,571 shares; 2025Q2: 13,182 shares; 2025Q3: 13,465 shares; 2025Q4: 13,623 shares; 2026Q1: 13,751 shares; 2026Q2: 13,792 shares 13,792 $1.2M 0.51% +41 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,791 shares; 2024Q4: 2,792 shares; 2025Q1: 2,792 shares; 2025Q2: 2,793 shares; 2025Q3: 2,795 shares; 2025Q4: 2,802 shares; 2026Q1: 6,109 shares; 2026Q2: 6,168 shares 6,168 $1.17M 0.5% +59 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $1.15M 0.49% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,138 shares; 2024Q4: 19,143 shares; 2025Q1: 18,846 shares; 2025Q2: 18,424 shares; 2025Q3: 17,183 shares; 2025Q4: 14,722 shares; 2026Q1: 14,694 shares; 2026Q2: 14,657 shares 14,657 $1.13M 0.48% -37 Timeline EAT BRINKER INTL INC More: the full row for BRINKER 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: 6,150 shares; 2026Q2: 6,150 shares 6,150 $1.03M 0.44% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,733 shares; 2024Q4: 1,846 shares; 2025Q1: 1,991 shares; 2025Q2: 2,037 shares; 2025Q3: 2,123 shares; 2025Q4: 2,195 shares; 2026Q1: 2,301 shares; 2026Q2: 3,253 shares 3,253 $963K 0.41% +952 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 6,715 shares; 2026Q2: 6,716 shares 6,716 $954K 0.41% +1 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,211 shares; 2024Q4: 10,221 shares; 2025Q1: 10,165 shares; 2025Q2: 10,164 shares; 2025Q3: 10,169 shares; 2025Q4: 10,179 shares; 2026Q1: 9,967 shares; 2026Q2: 9,945 shares 9,945 $940K 0.4% -22 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: not reported; 2026Q1: 6,500 shares; 2026Q2: 3,655 shares 3,655 $934K 0.4% -2,845 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: 3,269 shares; 2024Q4: 3,322 shares; 2025Q1: 3,325 shares; 2025Q2: 3,328 shares; 2025Q3: 3,347 shares; 2025Q4: 3,330 shares; 2026Q1: 3,311 shares; 2026Q2: 3,445 shares 3,445 $931K 0.4% +134 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: 2,615 shares; 2024Q4: 2,569 shares; 2025Q1: 2,828 shares; 2025Q2: 2,795 shares; 2025Q3: 2,791 shares; 2025Q4: 2,789 shares; 2026Q1: 2,691 shares; 2026Q2: 2,693 shares 2,693 $911K 0.39% +2 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares; 2026Q2: 1,762 shares 1,762 $883K 0.38% 0 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,750 shares; 2026Q2: 11,750 shares 11,750 $880K 0.38% 0 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: 3,600 shares; 2026Q2: 3,600 shares 3,600 $842K 0.36% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 4,409 shares; 2025Q4: 7,067 shares; 2026Q1: 7,578 shares; 2026Q2: 8,239 shares 8,239 $835K 0.36% +661 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: 927 shares; 2024Q4: 927 shares; 2025Q1: 927 shares; 2025Q2: 927 shares; 2025Q3: 927 shares; 2025Q4: 927 shares; 2026Q1: 2,270 shares; 2026Q2: 2,270 shares 2,270 $822K 0.35% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares; 2026Q2: 1,457 shares 1,457 $817K 0.35% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,800 shares; 2026Q2: 3,800 shares 3,800 $786K 0.34% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE 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: 399 shares; 2026Q2: 1,165 shares 1,165 $777K 0.33% +766 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,235 shares; 2024Q4: 6,239 shares; 2025Q1: 6,244 shares; 2025Q2: 6,249 shares; 2025Q3: 6,253 shares; 2025Q4: 6,155 shares; 2026Q1: 7,333 shares; 2026Q2: 7,338 shares 7,338 $763K 0.33% +5 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares; 2026Q2: 5,050 shares 5,050 $734K 0.31% 0 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: 4,256 shares; 2024Q4: 4,529 shares; 2025Q1: 4,552 shares; 2025Q2: 4,553 shares; 2025Q3: 4,590 shares; 2025Q4: 4,590 shares; 2026Q1: 5,046 shares; 2026Q2: 5,199 shares 5,199 $704K 0.3% +153 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: 1,148 shares; 2025Q1: 3,034 shares; 2025Q2: 3,034 shares; 2025Q3: 3,205 shares; 2025Q4: 3,218 shares; 2026Q1: 2,954 shares; 2026Q2: 2,961 shares 2,961 $701K 0.3% +7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,174 shares; 2024Q4: 8,077 shares; 2025Q1: 7,866 shares; 2025Q2: 7,748 shares; 2025Q3: 5,861 shares; 2025Q4: 5,217 shares; 2026Q1: 4,775 shares; 2026Q2: 4,634 shares 4,634 $687K 0.29% -141 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: 761 shares; 2024Q4: 761 shares; 2025Q1: 1,133 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 1,004 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $670K 0.29% 0 Timeline CR CRANE COMPANY More: the full row for CRANE 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: not reported; 2026Q2: 2,968 shares 2,968 $662K 0.28% new 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: 4,000 shares; 2026Q2: 4,000 shares 4,000 $659K 0.28% 0 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: 149 shares; 2024Q4: 149 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 148 shares; 2026Q1: 146 shares; 2026Q2: 3,650 shares 3,650 $651K 0.28% +3,504 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: not reported; 2025Q1: 1,044 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,609 shares; 2026Q2: 2,542 shares 2,542 $640K 0.27% -67 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: 897 shares; 2024Q4: 897 shares; 2025Q1: 897 shares; 2025Q2: 897 shares; 2025Q3: 897 shares; 2025Q4: 897 shares; 2026Q1: 897 shares; 2026Q2: 897 shares 897 $639K 0.27% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,789 shares 1,789 $637K 0.27% 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: 718 shares; 2024Q4: 718 shares; 2025Q1: 723 shares; 2025Q2: 856 shares; 2025Q3: 956 shares; 2025Q4: 938 shares; 2026Q1: 955 shares; 2026Q2: 1,586 shares 1,586 $631K 0.27% +631 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,486 shares; 2025Q2: 1,573 shares; 2025Q3: 1,611 shares; 2025Q4: 1,864 shares; 2026Q1: 2,307 shares; 2026Q2: 4,762 shares 4,762 $627K 0.27% +2,455 Timeline ANGL 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: 14,129 shares; 2024Q4: 14,202 shares; 2025Q1: 14,238 shares; 2025Q2: 14,297 shares; 2025Q3: 14,354 shares; 2025Q4: 14,772 shares; 2026Q1: 21,163 shares; 2026Q2: 21,266 shares 21,266 $622K 0.27% +103 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 45,000 shares; 2026Q2: 45,000 shares 45,000 $598K 0.26% 0 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE 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: 15,780 shares; 2026Q2: 15,780 shares 15,780 $586K 0.25% 0 Timeline IMTM 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: 4,458 shares; 2026Q1: 8,802 shares; 2026Q2: 10,693 shares 10,693 $570K 0.24% +1,891 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,741 shares; 2024Q4: 6,748 shares; 2025Q1: 6,757 shares; 2025Q2: 7,566 shares; 2025Q3: 7,435 shares; 2025Q4: 7,302 shares; 2026Q1: 7,308 shares; 2026Q2: 7,503 shares 7,503 $550K 0.24% +195 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 2,325 shares; 2026Q2: 2,325 shares 2,325 $549K 0.23% 0 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: 262 shares; 2025Q3: 262 shares; 2025Q4: 273 shares; 2026Q1: 283 shares; 2026Q2: 275 shares 275 $547K 0.23% -8 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares; 2025Q4: 2,334 shares; 2026Q1: 5,535 shares; 2026Q2: 5,664 shares 5,664 $547K 0.23% +129 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: not reported; 2026Q1: not reported; 2026Q2: 3,909 shares 3,909 $546K 0.23% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,600 shares; 2026Q2: 9,600 shares 9,600 $541K 0.23% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 450 shares; 2026Q2: 1,008 shares 1,008 $523K 0.22% +558 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: 3,060 shares; 2024Q4: 3,061 shares; 2025Q1: 2,346 shares; 2025Q2: 2,347 shares; 2025Q3: 2,348 shares; 2025Q4: 2,341 shares; 2026Q1: 2,342 shares; 2026Q2: 2,343 shares 2,343 $514K 0.22% +1 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,245 shares 10,245 $511K 0.22% new Timeline BALT 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: not reported; 2026Q1: 15,155 shares; 2026Q2: 14,907 shares 14,907 $511K 0.22% -248 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: 616 shares; 2024Q4: 616 shares; 2025Q1: 700 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 682 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $511K 0.22% 0 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: 2,264 shares; 2024Q4: 2,348 shares; 2025Q1: 2,468 shares; 2025Q2: 2,529 shares; 2025Q3: 2,583 shares; 2025Q4: 2,415 shares; 2026Q1: 2,376 shares; 2026Q2: 2,390 shares 2,390 $490K 0.21% +14 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,253 shares; 2025Q4: 1,283 shares; 2026Q1: 908 shares; 2026Q2: 1,217 shares 1,217 $455K 0.19% +309 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: 1,450 shares; 2026Q2: 1,450 shares 1,450 $454K 0.19% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,774 shares; 2026Q2: 3,776 shares 3,776 $444K 0.19% +2 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 1,478 shares 1,478 $432K 0.18% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,600 shares; 2026Q2: 5,600 shares 5,600 $432K 0.18% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $431K 0.18% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,060 shares; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,020 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares 2,520 $426K 0.18% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,795 shares; 2024Q4: 1,934 shares; 2025Q1: 2,146 shares; 2025Q2: 2,184 shares; 2025Q3: 2,237 shares; 2025Q4: 2,310 shares; 2026Q1: 2,391 shares; 2026Q2: 2,392 shares 2,392 $422K 0.18% +1 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $422K 0.18% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares; 2026Q2: 729 shares 729 $421K 0.18% +354 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: 3,014 shares; 2024Q4: 3,018 shares; 2025Q1: 3,160 shares; 2025Q2: 3,370 shares; 2025Q3: 3,295 shares; 2025Q4: 3,300 shares; 2026Q1: 2,815 shares; 2026Q2: 2,816 shares 2,816 $413K 0.18% +1 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,426 shares; 2026Q2: 1,436 shares 1,436 $397K 0.17% -990 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $390K 0.17% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS 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: 7,900 shares; 2026Q2: 7,900 shares 7,900 $378K 0.16% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,325 shares; 2026Q2: 4,325 shares 4,325 $376K 0.16% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,946 shares; 2026Q2: 1,947 shares 1,947 $360K 0.15% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,737 shares; 2025Q1: 2,394 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,396 shares; 2026Q1: 2,436 shares; 2026Q2: 2,437 shares 2,437 $357K 0.15% +1 Timeline JPIE 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: 6,282 shares; 2026Q2: 7,616 shares 7,616 $351K 0.15% +1,334 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: 1,544 shares 1,544 $346K 0.15% new 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: 1,544 shares 1,544 $341K 0.15% new 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: 3,680 shares; 2026Q2: 3,877 shares 3,877 $341K 0.15% +197 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,569 shares; 2024Q4: 3,574 shares; 2025Q1: 3,576 shares; 2025Q2: 3,824 shares; 2025Q3: 3,827 shares; 2025Q4: 3,828 shares; 2026Q1: 4,280 shares; 2026Q2: 4,672 shares 4,672 $335K 0.14% +392 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares; 2026Q2: 3,832 shares 3,832 $330K 0.14% +3,216 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,535 shares; 2026Q2: 2,535 shares 2,535 $326K 0.14% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,349 shares; 2025Q1: 1,349 shares; 2025Q2: 1,339 shares; 2025Q3: 1,474 shares; 2025Q4: 1,438 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares 1,456 $325K 0.14% 0 Timeline SPAB 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: 12,627 shares; 2026Q2: 12,652 shares 12,652 $323K 0.14% +25 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,473 shares; 2026Q2: 1,475 shares 1,475 $321K 0.14% +2 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $314K 0.13% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 665 shares; 2026Q1: 847 shares; 2026Q2: 847 shares 847 $312K 0.13% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares; 2025Q3: 2,216 shares; 2025Q4: 2,216 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares 2,041 $311K 0.13% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,924 shares 2,924 $301K 0.13% new Timeline VIGI 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: 2,602 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,874 shares; 2026Q2: 2,990 shares 2,990 $279K 0.12% +116 Timeline IAGG 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: 5,482 shares; 2026Q2: 5,489 shares 5,489 $278K 0.12% +7 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 5,375 shares; 2026Q2: 5,375 shares 5,375 $275K 0.12% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,741 shares; 2026Q2: 5,763 shares 5,763 $271K 0.12% +22 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: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 3,436 shares; 2026Q1: 3,307 shares; 2026Q2: 3,307 shares 3,307 $269K 0.11% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 149 shares; 2025Q3: 174 shares; 2025Q4: 172 shares; 2026Q1: not reported; 2026Q2: 201 shares 201 $268K 0.11% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $266K 0.11% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $264K 0.11% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,339 shares; 2026Q1: 3,379 shares; 2026Q2: 3,408 shares 3,408 $258K 0.11% +29 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $253K 0.11% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,402 shares; 2026Q2: 5,421 shares 5,421 $250K 0.11% +19 Timeline IJS 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: 2,202 shares; 2025Q2: 2,098 shares; 2025Q3: not reported; 2025Q4: 1,800 shares; 2026Q1: 1,825 shares; 2026Q2: 1,826 shares 1,826 $250K 0.11% +1 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,319 shares; 2024Q4: 13,145 shares; 2025Q1: 13,064 shares; 2025Q2: 13,106 shares; 2025Q3: 10,594 shares; 2025Q4: 9,998 shares; 2026Q1: 8,982 shares; 2026Q2: 5,348 shares 5,348 $246K 0.11% -3,634 Timeline FNDF 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: 5,954 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,455 shares; 2026Q1: 4,633 shares; 2026Q2: 4,638 shares 4,638 $245K 0.1% +5 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares 3,145 $245K 0.1% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,079 shares 7,079 $240K 0.1% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,271 shares; 2026Q2: 2,271 shares 2,271 $225K 0.1% 0 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,604 shares; 2025Q1: 5,159 shares; 2025Q2: 4,604 shares; 2025Q3: 4,604 shares; 2025Q4: 4,604 shares; 2026Q1: 4,799 shares; 2026Q2: 4,799 shares 4,799 $225K 0.1% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 198 shares 198 $225K 0.1% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 530 shares 530 $220K 0.09% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,229 shares 4,229 $219K 0.09% new Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 3,000 shares 3,000 $217K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 558 shares 558 $216K 0.09% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 321 shares 321 $211K 0.09% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,198 shares; 2026Q2: 2,153 shares 2,153 $207K 0.09% -45 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $206K 0.09% new Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 3,507 shares; 2025Q1: 3,814 shares; 2025Q2: 3,818 shares; 2025Q3: 3,821 shares; 2025Q4: 3,423 shares; 2026Q1: 3,390 shares; 2026Q2: 3,395 shares 3,395 $206K 0.09% +5 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 1,265 shares 1,265 $202K 0.09% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,400 shares; 2024Q4: 16,300 shares; 2025Q1: 16,600 shares; 2025Q2: 16,600 shares; 2025Q3: 16,600 shares; 2025Q4: 16,000 shares; 2026Q1: 10,000 shares; 2026Q2: 11,400 shares 11,400 $144K 0.06% +1,400 Timeline