IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,584 shares; 2024Q4: 604,015 shares; 2025Q1: 634,377 shares; 2025Q2: 652,262 shares; 2025Q3: 661,308 shares; 2025Q4: 670,026 shares; 2026Q1: 689,375 shares; 2026Q2: 717,828 shares 717,828 $538M 13.99% +28,453 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: 2,572,775 shares; 2024Q4: 2,669,084 shares; 2025Q1: 2,430,697 shares; 2025Q2: 2,707,671 shares; 2025Q3: 2,752,791 shares; 2025Q4: 2,785,505 shares; 2026Q1: 2,948,244 shares; 2026Q2: 2,926,097 shares 2,926,097 $208M 5.43% -22,147 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: 440,636 shares; 2024Q4: 422,231 shares; 2025Q1: 420,777 shares; 2025Q2: 414,977 shares; 2025Q3: 426,026 shares; 2025Q4: 450,150 shares; 2026Q1: 449,738 shares; 2026Q2: 474,051 shares 474,051 $177M 4.6% +24,313 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: 443,693 shares; 2024Q4: 473,443 shares; 2025Q1: 449,725 shares; 2025Q2: 487,468 shares; 2025Q3: 525,049 shares; 2025Q4: 517,475 shares; 2026Q1: 509,077 shares; 2026Q2: 538,849 shares 538,849 $156M 4.06% +29,772 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: 1,246,446 shares; 2024Q4: 1,297,502 shares; 2025Q1: 1,244,550 shares; 2025Q2: 974,439 shares; 2025Q3: 794,359 shares; 2025Q4: 829,412 shares; 2026Q1: 809,844 shares; 2026Q2: 775,989 shares 775,989 $155M 4.04% -33,855 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: 158,015 shares; 2024Q4: 156,792 shares; 2025Q1: 150,771 shares; 2025Q2: 143,831 shares; 2025Q3: 141,577 shares; 2025Q4: 140,755 shares; 2026Q1: 142,572 shares; 2026Q2: 155,271 shares 155,271 $116M 3.02% +12,699 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: 394,119 shares; 2024Q4: 395,885 shares; 2025Q1: 381,088 shares; 2025Q2: 384,823 shares; 2025Q3: 379,830 shares; 2025Q4: 389,189 shares; 2026Q1: 391,552 shares; 2026Q2: 465,100 shares 465,100 $111M 2.89% +73,548 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: 635,647 shares; 2024Q4: 636,091 shares; 2025Q1: 666,981 shares; 2025Q2: 692,660 shares; 2025Q3: 770,699 shares; 2025Q4: 842,389 shares; 2026Q1: 948,439 shares; 2026Q2: 1,075,916 shares 1,075,916 $106M 2.77% +127,477 Timeline BSV 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: 866,623 shares; 2024Q4: 869,528 shares; 2025Q1: 897,608 shares; 2025Q2: 921,258 shares; 2025Q3: 941,399 shares; 2025Q4: 1,001,854 shares; 2026Q1: 1,178,149 shares; 2026Q2: 1,358,912 shares 1,358,912 $106M 2.76% +180,763 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: 1,149,654 shares; 2024Q4: 3,295,732 shares; 2025Q1: 1,334,305 shares; 2025Q2: 1,266,376 shares; 2025Q3: 1,282,714 shares; 2025Q4: 1,342,680 shares; 2026Q1: 1,612,987 shares; 2026Q2: 1,772,775 shares 1,772,775 $106M 2.75% +159,788 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: 260,999 shares; 2024Q4: 262,704 shares; 2025Q1: 255,868 shares; 2025Q2: 249,387 shares; 2025Q3: 255,047 shares; 2025Q4: 248,619 shares; 2026Q1: 250,687 shares; 2026Q2: 255,738 shares 255,738 $91.4M 2.38% +5,051 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: 95,229 shares; 2024Q4: 94,329 shares; 2025Q1: 92,436 shares; 2025Q2: 93,061 shares; 2025Q3: 85,610 shares; 2025Q4: 87,882 shares; 2026Q1: 90,386 shares; 2026Q2: 101,967 shares 101,967 $70M 1.82% +11,581 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: 17,715 shares; 2024Q4: 17,362 shares; 2025Q1: 18,805 shares; 2025Q2: 19,862 shares; 2025Q3: 19,629 shares; 2025Q4: 20,270 shares; 2026Q1: 19,367 shares; 2026Q2: 182,282 shares 182,282 $55M 1.43% +162,915 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: 143,564 shares; 2024Q4: 141,952 shares; 2025Q1: 147,269 shares; 2025Q2: 132,036 shares; 2025Q3: 134,222 shares; 2025Q4: 130,400 shares; 2026Q1: 131,175 shares; 2026Q2: 135,182 shares 135,182 $51.1M 1.33% +4,007 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: 80,090 shares; 2024Q4: 82,703 shares; 2025Q1: 83,029 shares; 2025Q2: 81,680 shares; 2025Q3: 89,098 shares; 2025Q4: 87,839 shares; 2026Q1: 88,683 shares; 2026Q2: 89,749 shares 89,749 $44.9M 1.17% +1,066 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: 59,884 shares; 2024Q4: 65,053 shares; 2025Q1: 69,543 shares; 2025Q2: 62,821 shares; 2025Q3: 65,203 shares; 2025Q4: 68,536 shares; 2026Q1: 69,853 shares; 2026Q2: 77,047 shares 77,047 $43.4M 1.13% +7,194 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: 46,430 shares; 2024Q4: 46,109 shares; 2025Q1: 57,863 shares; 2025Q2: 61,959 shares; 2025Q3: 60,471 shares; 2025Q4: 57,109 shares; 2026Q1: 58,002 shares; 2026Q2: 57,713 shares 57,713 $41.7M 1.09% -289 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: 40,074 shares; 2024Q4: 39,166 shares; 2025Q1: 39,385 shares; 2025Q2: 38,845 shares; 2025Q3: 39,613 shares; 2025Q4: 40,069 shares; 2026Q1: 39,735 shares; 2026Q2: 40,019 shares 40,019 $37.4M 0.97% +284 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: 108,271 shares; 2024Q4: 108,130 shares; 2025Q1: 104,024 shares; 2025Q2: 99,610 shares; 2025Q3: 104,080 shares; 2025Q4: 105,589 shares; 2026Q1: 105,286 shares; 2026Q2: 112,378 shares 112,378 $36.8M 0.96% +7,092 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: 79,165 shares; 2024Q4: 81,626 shares; 2025Q1: 63,751 shares; 2025Q2: 60,327 shares; 2025Q3: 82,406 shares; 2025Q4: 80,581 shares; 2026Q1: 90,906 shares; 2026Q2: 94,199 shares 94,199 $33.3M 0.87% +3,293 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: 29,296 shares; 2024Q4: 29,103 shares; 2025Q1: 29,630 shares; 2025Q2: 30,284 shares; 2025Q3: 30,541 shares; 2025Q4: 29,852 shares; 2026Q1: 29,741 shares; 2026Q2: 30,915 shares 30,915 $32.9M 0.86% +1,174 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: 26,754 shares; 2024Q4: 27,609 shares; 2025Q1: 26,108 shares; 2025Q2: 27,426 shares; 2025Q3: 27,155 shares; 2025Q4: 28,539 shares; 2026Q1: 27,637 shares; 2026Q2: 27,406 shares 27,406 $32.9M 0.86% -231 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: 42,506 shares; 2024Q4: 41,400 shares; 2025Q1: 38,812 shares; 2025Q2: 35,424 shares; 2025Q3: 37,523 shares; 2025Q4: 38,673 shares; 2026Q1: 41,267 shares; 2026Q2: 42,691 shares 42,691 $31.4M 0.82% +1,424 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: 68,014 shares; 2024Q4: 66,231 shares; 2025Q1: 65,324 shares; 2025Q2: 65,200 shares; 2025Q3: 67,462 shares; 2025Q4: 66,436 shares; 2026Q1: 68,757 shares; 2026Q2: 80,736 shares 80,736 $29.9M 0.78% +11,979 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: 3,430 shares; 2024Q4: 5,807 shares; 2025Q1: 37,632 shares; 2025Q2: 44,535 shares; 2025Q3: 49,306 shares; 2025Q4: 48,600 shares; 2026Q1: 50,941 shares; 2026Q2: 49,397 shares 49,397 $28.7M 0.75% -1,544 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,365 shares; 2024Q4: 149,866 shares; 2025Q1: 156,122 shares; 2025Q2: 156,443 shares; 2025Q3: 160,498 shares; 2025Q4: 200,560 shares; 2026Q1: 233,904 shares; 2026Q2: 265,422 shares 265,422 $28.3M 0.74% +31,518 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: 23,709 shares; 2026Q1: 23,205 shares; 2026Q2: 23,563 shares 23,563 $27.2M 0.71% +358 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: 72,249 shares; 2024Q4: 72,274 shares; 2025Q1: 68,660 shares; 2025Q2: 63,025 shares; 2025Q3: 64,142 shares; 2025Q4: 65,180 shares; 2026Q1: 67,887 shares; 2026Q2: 70,368 shares 70,368 $24.1M 0.63% +2,481 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: 114,932 shares; 2024Q4: 121,464 shares; 2025Q1: 126,542 shares; 2025Q2: 127,881 shares; 2025Q3: 131,717 shares; 2025Q4: 166,512 shares; 2026Q1: 207,750 shares; 2026Q2: 223,509 shares 223,509 $24.1M 0.63% +15,759 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: 48,778 shares; 2024Q4: 45,180 shares; 2025Q1: 45,795 shares; 2025Q2: 45,413 shares; 2025Q3: 48,793 shares; 2025Q4: 49,877 shares; 2026Q1: 50,823 shares; 2026Q2: 52,525 shares 52,525 $22.1M 0.57% +1,702 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 544,639 shares; 2024Q4: 519,107 shares; 2025Q1: 515,163 shares; 2025Q2: 520,714 shares; 2025Q3: 520,709 shares; 2025Q4: 523,319 shares; 2026Q1: 524,800 shares; 2026Q2: 517,869 shares 517,869 $21.3M 0.55% -6,931 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,391 shares; 2024Q4: 57,050 shares; 2025Q1: 50,811 shares; 2025Q2: 50,338 shares; 2025Q3: 48,451 shares; 2025Q4: 44,544 shares; 2026Q1: 42,194 shares; 2026Q2: 158,514 shares 158,514 $19.7M 0.51% +116,320 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: 96,605 shares; 2024Q4: 92,449 shares; 2025Q1: 87,738 shares; 2025Q2: 95,707 shares; 2025Q3: 98,466 shares; 2025Q4: 104,293 shares; 2026Q1: 99,747 shares; 2026Q2: 97,399 shares 97,399 $18M 0.47% -2,348 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: 108,900 shares; 2024Q4: 109,163 shares; 2025Q1: 112,364 shares; 2025Q2: 113,696 shares; 2025Q3: 118,466 shares; 2025Q4: 123,942 shares; 2026Q1: 125,339 shares; 2026Q2: 122,449 shares 122,449 $17.9M 0.47% -2,890 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: 6,107 shares; 2024Q4: 13,767 shares; 2025Q1: 37,161 shares; 2025Q2: 36,709 shares; 2025Q3: 35,040 shares; 2025Q4: 36,763 shares; 2026Q1: 36,453 shares; 2026Q2: 50,723 shares 50,723 $17.3M 0.45% +14,270 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: 73,705 shares; 2024Q4: 75,055 shares; 2025Q1: 77,545 shares; 2025Q2: 80,243 shares; 2025Q3: 81,311 shares; 2025Q4: 61,340 shares; 2026Q1: 62,707 shares; 2026Q2: 61,114 shares 61,114 $16.6M 0.43% -1,593 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: 64,112 shares; 2024Q4: 65,696 shares; 2025Q1: 68,263 shares; 2025Q2: 67,543 shares; 2025Q3: 69,458 shares; 2025Q4: 69,214 shares; 2026Q1: 70,002 shares; 2026Q2: 65,869 shares 65,869 $16.6M 0.43% -4,133 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: 280,984 shares; 2024Q4: 275,108 shares; 2025Q1: 273,049 shares; 2025Q2: 261,585 shares; 2025Q3: 285,336 shares; 2025Q4: 278,236 shares; 2026Q1: 279,302 shares; 2026Q2: 287,114 shares 287,114 $16.4M 0.43% +7,812 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: 48,412 shares; 2024Q4: 48,057 shares; 2025Q1: 48,436 shares; 2025Q2: 40,766 shares; 2025Q3: 43,067 shares; 2025Q4: 44,409 shares; 2026Q1: 45,275 shares; 2026Q2: 45,437 shares 45,437 $16M 0.42% +162 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: 29,973 shares; 2024Q4: 30,090 shares; 2025Q1: 30,015 shares; 2025Q2: 26,826 shares; 2025Q3: 28,608 shares; 2025Q4: 29,242 shares; 2026Q1: 30,386 shares; 2026Q2: 29,322 shares 29,322 $15.1M 0.39% -1,064 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: 205,419 shares; 2024Q4: 189,441 shares; 2025Q1: 177,068 shares; 2025Q2: 160,209 shares; 2025Q3: 168,195 shares; 2025Q4: 167,135 shares; 2026Q1: 174,539 shares; 2026Q2: 176,979 shares 176,979 $14.6M 0.38% +2,440 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: 63,534 shares; 2024Q4: 59,832 shares; 2025Q1: 55,974 shares; 2025Q2: 49,527 shares; 2025Q3: 51,267 shares; 2025Q4: 52,756 shares; 2026Q1: 54,598 shares; 2026Q2: 57,366 shares 57,366 $14.6M 0.38% +2,768 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: 81,250 shares; 2024Q4: 77,949 shares; 2025Q1: 77,415 shares; 2025Q2: 82,278 shares; 2025Q3: 96,216 shares; 2025Q4: 93,917 shares; 2026Q1: 81,252 shares; 2026Q2: 92,043 shares 92,043 $14.4M 0.38% +10,791 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: 117,279 shares; 2024Q4: 118,572 shares; 2025Q1: 117,234 shares; 2025Q2: 120,179 shares; 2025Q3: 122,298 shares; 2025Q4: 127,663 shares; 2026Q1: 125,990 shares; 2026Q2: 122,390 shares 122,390 $14.4M 0.37% -3,600 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: 224,560 shares; 2024Q4: 233,323 shares; 2025Q1: 226,910 shares; 2025Q2: 241,284 shares; 2025Q3: 225,274 shares; 2025Q4: 233,761 shares; 2026Q1: 276,106 shares; 2026Q2: 315,720 shares 315,720 $13.9M 0.36% +39,614 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: 60,373 shares; 2024Q4: 60,966 shares; 2025Q1: 62,352 shares; 2025Q2: 64,583 shares; 2025Q3: 66,684 shares; 2025Q4: 65,336 shares; 2026Q1: 69,257 shares; 2026Q2: 71,370 shares 71,370 $13.5M 0.35% +2,113 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: 242,777 shares; 2024Q4: 247,698 shares; 2025Q1: 238,904 shares; 2025Q2: 224,029 shares; 2025Q3: 219,888 shares; 2025Q4: 209,711 shares; 2026Q1: 202,876 shares; 2026Q2: 194,335 shares 194,335 $13.3M 0.35% -8,541 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: 56,009 shares; 2024Q4: 55,644 shares; 2025Q1: 57,615 shares; 2025Q2: 55,927 shares; 2025Q3: 56,957 shares; 2025Q4: 59,049 shares; 2026Q1: 57,055 shares; 2026Q2: 54,305 shares 54,305 $12.9M 0.34% -2,750 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,062 shares; 2024Q4: 92,303 shares; 2025Q1: 90,524 shares; 2025Q2: 84,491 shares; 2025Q3: 86,433 shares; 2025Q4: 80,019 shares; 2026Q1: 78,422 shares; 2026Q2: 78,387 shares 78,387 $12.9M 0.34% -35 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: 73,515 shares; 2024Q4: 75,328 shares; 2025Q1: 73,181 shares; 2025Q2: 77,787 shares; 2025Q3: 86,065 shares; 2025Q4: 81,109 shares; 2026Q1: 82,616 shares; 2026Q2: 83,329 shares 83,329 $12.2M 0.32% +713 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: 134,897 shares; 2024Q4: 137,763 shares; 2025Q1: 137,891 shares; 2025Q2: 127,449 shares; 2025Q3: 133,621 shares; 2025Q4: 134,161 shares; 2026Q1: 134,881 shares; 2026Q2: 133,740 shares 133,740 $12.1M 0.32% -1,141 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: 5,614 shares; 2024Q4: 5,525 shares; 2025Q1: 7,035 shares; 2025Q2: 7,486 shares; 2025Q3: 7,397 shares; 2025Q4: 7,302 shares; 2026Q1: 7,201 shares; 2026Q2: 100,115 shares 100,115 $12M 0.31% +92,914 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: 102,419 shares; 2024Q4: 96,928 shares; 2025Q1: 94,858 shares; 2025Q2: 95,987 shares; 2025Q3: 106,245 shares; 2025Q4: 104,895 shares; 2026Q1: 102,592 shares; 2026Q2: 103,961 shares 103,961 $11.8M 0.31% +1,369 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: 155,436 shares; 2024Q4: 159,607 shares; 2025Q1: 173,837 shares; 2025Q2: 126,799 shares; 2025Q3: 123,424 shares; 2025Q4: 128,419 shares; 2026Q1: 129,822 shares; 2026Q2: 132,546 shares 132,546 $11.6M 0.3% +2,724 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: 29,670 shares; 2024Q4: 29,249 shares; 2025Q1: 29,223 shares; 2025Q2: 27,597 shares; 2025Q3: 26,155 shares; 2025Q4: 24,236 shares; 2026Q1: 25,847 shares; 2026Q2: 27,143 shares 27,143 $11.6M 0.3% +1,296 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,351 shares; 2025Q3: 78,347 shares; 2025Q4: 100,888 shares; 2026Q1: 114,416 shares; 2026Q2: 119,696 shares 119,696 $11.5M 0.3% +5,280 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: 34,894 shares; 2024Q4: 35,099 shares; 2025Q1: 23,708 shares; 2025Q2: 33,040 shares; 2025Q3: 26,438 shares; 2025Q4: 26,017 shares; 2026Q1: 26,419 shares; 2026Q2: 27,511 shares 27,511 $11.4M 0.3% +1,092 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: 142,082 shares; 2024Q4: 154,494 shares; 2025Q1: 146,946 shares; 2025Q2: 139,938 shares; 2025Q3: 134,737 shares; 2025Q4: 125,624 shares; 2026Q1: 112,561 shares; 2026Q2: 108,282 shares 108,282 $11.2M 0.29% -4,279 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: 58,584 shares; 2024Q4: 58,595 shares; 2025Q1: 53,853 shares; 2025Q2: 55,218 shares; 2025Q3: 59,056 shares; 2025Q4: 61,176 shares; 2026Q1: 62,101 shares; 2026Q2: 66,984 shares 66,984 $11.1M 0.29% +4,883 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,728 shares; 2024Q4: 13,786 shares; 2025Q1: 14,123 shares; 2025Q2: 12,447 shares; 2025Q3: 12,838 shares; 2025Q4: 13,977 shares; 2026Q1: 14,092 shares; 2026Q2: 14,253 shares 14,253 $10.8M 0.28% +161 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: 171,742 shares; 2024Q4: 166,868 shares; 2025Q1: 166,114 shares; 2025Q2: 108,122 shares; 2025Q3: 107,628 shares; 2025Q4: 108,323 shares; 2026Q1: 107,958 shares; 2026Q2: 108,238 shares 108,238 $10.5M 0.27% +280 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: 70,039 shares; 2024Q4: 71,106 shares; 2025Q1: 71,741 shares; 2025Q2: 84,876 shares; 2025Q3: 86,415 shares; 2025Q4: 87,135 shares; 2026Q1: 81,403 shares; 2026Q2: 79,532 shares 79,532 $10.2M 0.27% -1,871 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: 32,368 shares; 2024Q4: 32,295 shares; 2025Q1: 33,635 shares; 2025Q2: 33,481 shares; 2025Q3: 33,539 shares; 2025Q4: 34,296 shares; 2026Q1: 36,574 shares; 2026Q2: 36,784 shares 36,784 $10.1M 0.26% +210 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: 26,545 shares; 2024Q4: 26,197 shares; 2025Q1: 27,364 shares; 2025Q2: 29,135 shares; 2025Q3: 30,087 shares; 2025Q4: 30,169 shares; 2026Q1: 29,810 shares; 2026Q2: 20,141 shares 20,141 $10.1M 0.26% -9,669 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: 42,895 shares; 2024Q4: 43,333 shares; 2025Q1: 44,849 shares; 2025Q2: 42,482 shares; 2025Q3: 46,682 shares; 2025Q4: 52,582 shares; 2026Q1: 55,141 shares; 2026Q2: 55,535 shares 55,535 $10M 0.26% +394 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: 17,140 shares; 2024Q4: 49,435 shares; 2025Q1: 27,814 shares; 2025Q2: 25,069 shares; 2025Q3: 26,306 shares; 2025Q4: 42,792 shares; 2026Q1: 94,455 shares; 2026Q2: 278,061 shares 278,061 $8.82M 0.23% +183,606 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: 87,272 shares; 2024Q4: 99,034 shares; 2025Q1: 101,413 shares; 2025Q2: 84,603 shares; 2025Q3: 92,690 shares; 2025Q4: 102,653 shares; 2026Q1: 105,120 shares; 2026Q2: 105,688 shares 105,688 $8.59M 0.22% +568 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: 12,574 shares; 2024Q4: 12,566 shares; 2025Q1: 12,568 shares; 2025Q2: 12,559 shares; 2025Q3: 12,559 shares; 2025Q4: 12,562 shares; 2026Q1: 12,644 shares; 2026Q2: 13,034 shares 13,034 $8.27M 0.22% +390 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: 72,848 shares; 2024Q4: 73,574 shares; 2025Q1: 29,645 shares; 2025Q2: 28,087 shares; 2025Q3: 28,168 shares; 2025Q4: 28,401 shares; 2026Q1: 26,880 shares; 2026Q2: 27,709 shares 27,709 $8.26M 0.21% +829 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: 12,268 shares; 2024Q4: 12,588 shares; 2025Q1: 13,287 shares; 2025Q2: 13,594 shares; 2025Q3: 14,206 shares; 2025Q4: 15,187 shares; 2026Q1: 15,106 shares; 2026Q2: 16,047 shares 16,047 $8.18M 0.21% +941 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,789 shares; 2024Q4: 5,787 shares; 2025Q1: 5,884 shares; 2025Q2: 5,362 shares; 2025Q3: 5,565 shares; 2025Q4: 5,955 shares; 2026Q1: 6,014 shares; 2026Q2: 5,957 shares 5,957 $8.11M 0.21% -57 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: 23,924 shares; 2024Q4: 24,089 shares; 2025Q1: 24,446 shares; 2025Q2: 22,959 shares; 2025Q3: 23,294 shares; 2025Q4: 23,645 shares; 2026Q1: 24,122 shares; 2026Q2: 24,329 shares 24,329 $8.03M 0.21% +207 Timeline VEU 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: 111,326 shares; 2024Q4: 105,872 shares; 2025Q1: 103,194 shares; 2025Q2: 102,709 shares; 2025Q3: 98,272 shares; 2025Q4: 99,699 shares; 2026Q1: 97,224 shares; 2026Q2: 94,344 shares 94,344 $7.9M 0.21% -2,880 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: 23,266 shares; 2024Q4: 23,257 shares; 2025Q1: 23,281 shares; 2025Q2: 23,125 shares; 2025Q3: 23,461 shares; 2025Q4: 23,522 shares; 2026Q1: 23,497 shares; 2026Q2: 23,353 shares 23,353 $7.9M 0.21% -144 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: 8,707 shares; 2024Q4: 8,793 shares; 2025Q1: 8,985 shares; 2025Q2: 9,025 shares; 2025Q3: 10,152 shares; 2025Q4: 101,704 shares; 2026Q1: 106,750 shares; 2026Q2: 109,946 shares 109,946 $7.85M 0.2% +3,196 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,949 shares; 2024Q4: 31,560 shares; 2025Q1: 31,560 shares; 2025Q2: 22,500 shares; 2025Q3: 62,500 shares; 2025Q4: 86,000 shares; 2026Q1: 187,000 shares; 2026Q2: 306,149 shares 306,149 $7.73M 0.2% +119,149 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: 12,693 shares; 2024Q4: 15,896 shares; 2025Q1: 17,548 shares; 2025Q2: 15,578 shares; 2025Q3: 21,698 shares; 2025Q4: 21,405 shares; 2026Q1: 19,818 shares; 2026Q2: 19,866 shares 19,866 $7.32M 0.19% +48 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: 13,202 shares; 2024Q4: 13,309 shares; 2025Q1: 13,765 shares; 2025Q2: 14,033 shares; 2025Q3: 14,231 shares; 2025Q4: 14,711 shares; 2026Q1: 14,530 shares; 2026Q2: 13,797 shares 13,797 $7.16M 0.19% -733 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: 64,624 shares; 2024Q4: 57,397 shares; 2025Q1: 58,022 shares; 2025Q2: 54,995 shares; 2025Q3: 60,179 shares; 2025Q4: 58,602 shares; 2026Q1: 61,476 shares; 2026Q2: 67,777 shares 67,777 $6.93M 0.18% +6,301 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,758 shares; 2024Q4: 79,236 shares; 2025Q1: 82,996 shares; 2025Q2: 73,307 shares; 2025Q3: 69,565 shares; 2025Q4: 67,697 shares; 2026Q1: 67,013 shares; 2026Q2: 71,291 shares 71,291 $6.87M 0.18% +4,278 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: 21,159 shares; 2024Q4: 21,099 shares; 2025Q1: 21,573 shares; 2025Q2: 20,562 shares; 2025Q3: 22,568 shares; 2025Q4: 23,524 shares; 2026Q1: 24,347 shares; 2026Q2: 25,336 shares 25,336 $6.85M 0.18% +989 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,533 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,000 shares; 2025Q3: 100,000 shares; 2025Q4: 181,693 shares; 2026Q1: 298,693 shares; 2026Q2: 462,693 shares 462,693 $6.72M 0.17% +164,000 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: 18,942 shares; 2024Q4: 19,481 shares; 2025Q1: 21,377 shares; 2025Q2: 20,296 shares; 2025Q3: 20,740 shares; 2025Q4: 19,143 shares; 2026Q1: 21,087 shares; 2026Q2: 21,985 shares 21,985 $6.66M 0.17% +898 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: 4,148 shares; 2024Q4: 5,418 shares; 2025Q1: 5,183 shares; 2025Q2: 7,292 shares; 2025Q3: 7,511 shares; 2025Q4: 14,786 shares; 2026Q1: 13,461 shares; 2026Q2: 34,949 shares 34,949 $6.66M 0.17% +21,488 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,361 shares; 2024Q4: 66,660 shares; 2025Q1: 68,878 shares; 2025Q2: 71,482 shares; 2025Q3: 75,880 shares; 2025Q4: 77,771 shares; 2026Q1: 86,874 shares; 2026Q2: 115,189 shares 115,189 $6.64M 0.17% +28,315 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: 34,132 shares; 2025Q1: 34,289 shares; 2025Q2: 78,717 shares; 2025Q3: 79,065 shares; 2025Q4: 83,452 shares; 2026Q1: 69,283 shares; 2026Q2: 70,820 shares 70,820 $6.61M 0.17% +1,537 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: 7,463 shares; 2024Q4: 7,535 shares; 2025Q1: 7,260 shares; 2025Q2: 13,800 shares; 2025Q3: 13,998 shares; 2025Q4: 14,535 shares; 2026Q1: 15,064 shares; 2026Q2: 15,521 shares 15,521 $6.17M 0.16% +457 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,893 shares; 2024Q4: 14,904 shares; 2025Q1: 14,763 shares; 2025Q2: 14,410 shares; 2025Q3: 14,483 shares; 2025Q4: 14,705 shares; 2026Q1: 14,873 shares; 2026Q2: 15,264 shares 15,264 $6.14M 0.16% +391 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,092 shares; 2024Q4: 66,399 shares; 2025Q1: 59,768 shares; 2025Q2: 85,622 shares; 2025Q3: 134,809 shares; 2025Q4: 91,080 shares; 2026Q1: 92,561 shares; 2026Q2: 97,184 shares 97,184 $6.11M 0.16% +4,623 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: 16,428 shares; 2024Q4: 16,331 shares; 2025Q1: 17,508 shares; 2025Q2: 16,212 shares; 2025Q3: 17,068 shares; 2025Q4: 17,131 shares; 2026Q1: 16,559 shares; 2026Q2: 19,947 shares 19,947 $5.99M 0.16% +3,388 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: 72,857 shares; 2024Q4: 73,429 shares; 2025Q1: 73,692 shares; 2025Q2: 68,045 shares; 2025Q3: 69,008 shares; 2025Q4: 72,120 shares; 2026Q1: 79,589 shares; 2026Q2: 81,530 shares 81,530 $5.87M 0.15% +1,941 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: 65,023 shares; 2024Q4: 66,026 shares; 2025Q1: 55,691 shares; 2025Q2: 55,091 shares; 2025Q3: 52,862 shares; 2025Q4: 46,321 shares; 2026Q1: 42,392 shares; 2026Q2: 39,524 shares 39,524 $5.79M 0.15% -2,868 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: 5,975 shares; 2024Q4: 6,451 shares; 2025Q1: 10,076 shares; 2025Q2: 7,454 shares; 2025Q3: 9,704 shares; 2025Q4: 7,841 shares; 2026Q1: 8,130 shares; 2026Q2: 24,383 shares 24,383 $5.77M 0.15% +16,253 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: 2,808 shares; 2024Q4: 3,063 shares; 2025Q1: 2,871 shares; 2025Q2: 2,943 shares; 2025Q3: 2,992 shares; 2025Q4: 2,815 shares; 2026Q1: 3,031 shares; 2026Q2: 4,907 shares 4,907 $5.77M 0.15% +1,876 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,876 shares; 2024Q4: 30,166 shares; 2025Q1: 29,248 shares; 2025Q2: 29,059 shares; 2025Q3: 30,069 shares; 2025Q4: 32,876 shares; 2026Q1: 33,235 shares; 2026Q2: 35,559 shares 35,559 $5.76M 0.15% +2,324 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,025 shares; 2025Q3: 3,426 shares; 2025Q4: 37,117 shares; 2026Q1: 37,379 shares; 2026Q2: 38,968 shares 38,968 $5.69M 0.15% +1,589 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,406 shares; 2024Q4: 30,737 shares; 2025Q1: 33,889 shares; 2025Q2: 32,538 shares; 2025Q3: 32,314 shares; 2025Q4: 32,079 shares; 2026Q1: 33,057 shares; 2026Q2: 34,532 shares 34,532 $5.62M 0.15% +1,475 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: 9,509 shares; 2024Q4: 9,336 shares; 2025Q1: 8,520 shares; 2025Q2: 9,258 shares; 2025Q3: 8,783 shares; 2025Q4: 8,783 shares; 2026Q1: 8,387 shares; 2026Q2: 5,737 shares 5,737 $5.54M 0.14% -2,650 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: 60,087 shares; 2024Q4: 61,062 shares; 2025Q1: 62,418 shares; 2025Q2: 55,337 shares; 2025Q3: 57,120 shares; 2025Q4: 57,299 shares; 2026Q1: 55,799 shares; 2026Q2: 56,087 shares 56,087 $5.39M 0.14% +288 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: 52,137 shares; 2024Q4: 41,681 shares; 2025Q1: 31,264 shares; 2025Q2: 31,062 shares; 2025Q3: 32,882 shares; 2025Q4: 30,150 shares; 2026Q1: 28,347 shares; 2026Q2: 37,778 shares 37,778 $5.28M 0.14% +9,431 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,383 shares; 2024Q4: 13,602 shares; 2025Q1: 14,412 shares; 2025Q2: 16,861 shares; 2025Q3: 16,834 shares; 2025Q4: 17,740 shares; 2026Q1: 18,027 shares; 2026Q2: 18,185 shares 18,185 $5.11M 0.13% +158 Timeline ESGV 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: 46,178 shares; 2024Q4: 45,277 shares; 2025Q1: 44,784 shares; 2025Q2: 41,544 shares; 2025Q3: 39,788 shares; 2025Q4: 39,369 shares; 2026Q1: 38,453 shares; 2026Q2: 38,630 shares 38,630 $5.11M 0.13% +177 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 11,499 shares; 2025Q1: 11,607 shares; 2025Q2: 11,492 shares; 2025Q3: 11,688 shares; 2025Q4: 11,819 shares; 2026Q1: 11,933 shares; 2026Q2: 12,243 shares 12,243 $4.99M 0.13% +310 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,617 shares; 2024Q4: 22,970 shares; 2025Q1: 23,839 shares; 2025Q2: 23,393 shares; 2025Q3: 23,279 shares; 2025Q4: 23,176 shares; 2026Q1: 23,726 shares; 2026Q2: 24,293 shares 24,293 $4.9M 0.13% +567 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,492 shares; 2024Q4: 20,682 shares; 2025Q1: 21,116 shares; 2025Q2: 19,130 shares; 2025Q3: 19,421 shares; 2025Q4: 20,368 shares; 2026Q1: 20,681 shares; 2026Q2: 20,580 shares 20,580 $4.9M 0.13% -101 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: 21,772 shares 21,772 $4.87M 0.13% new 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: 14,830 shares; 2024Q4: 13,831 shares; 2025Q1: 13,615 shares; 2025Q2: 14,028 shares; 2025Q3: 15,406 shares; 2025Q4: 15,613 shares; 2026Q1: 16,683 shares; 2026Q2: 17,313 shares 17,313 $4.87M 0.13% +630 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: 21,958 shares 21,958 $4.85M 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,800 shares; 2025Q4: 51,760 shares; 2026Q1: 35,892 shares; 2026Q2: 40,644 shares 40,644 $4.84M 0.13% +4,752 Timeline SCHZ 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: 156,013 shares; 2024Q4: 284,307 shares; 2025Q1: 266,167 shares; 2025Q2: 248,152 shares; 2025Q3: 234,233 shares; 2025Q4: 219,415 shares; 2026Q1: 212,787 shares; 2026Q2: 206,837 shares 206,837 $4.78M 0.12% -5,950 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,399 shares; 2024Q4: 11,425 shares; 2025Q1: 12,064 shares; 2025Q2: 11,420 shares; 2025Q3: 11,420 shares; 2025Q4: 11,420 shares; 2026Q1: 11,420 shares; 2026Q2: 11,571 shares 11,571 $4.74M 0.12% +151 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: 10,059 shares; 2024Q4: 9,935 shares; 2025Q1: 10,773 shares; 2025Q2: 10,963 shares; 2025Q3: 12,140 shares; 2025Q4: 12,360 shares; 2026Q1: 11,497 shares; 2026Q2: 12,545 shares 12,545 $4.69M 0.12% +1,048 Timeline FIG FIGMA INC More: the full row for FIGMA 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: 275,538 shares; 2026Q1: 291,756 shares; 2026Q2: 258,656 shares 258,656 $4.68M 0.12% -33,100 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: 26,934 shares; 2024Q4: 24,208 shares; 2025Q1: 25,742 shares; 2025Q2: 24,843 shares; 2025Q3: 24,912 shares; 2025Q4: 24,911 shares; 2026Q1: 25,058 shares; 2026Q2: 30,505 shares 30,505 $4.64M 0.12% +5,447 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,552 shares; 2024Q4: 36,720 shares; 2025Q1: 38,644 shares; 2025Q2: 35,801 shares; 2025Q3: 37,076 shares; 2025Q4: 38,920 shares; 2026Q1: 39,137 shares; 2026Q2: 38,943 shares 38,943 $4.57M 0.12% -194 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: 17,368 shares; 2024Q4: 17,327 shares; 2025Q1: 17,445 shares; 2025Q2: 16,253 shares; 2025Q3: 17,317 shares; 2025Q4: 18,794 shares; 2026Q1: 20,515 shares; 2026Q2: 20,365 shares 20,365 $4.56M 0.12% -150 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,975 shares; 2024Q4: 91,975 shares; 2025Q1: 91,975 shares; 2025Q2: 87,039 shares; 2025Q3: 87,039 shares; 2025Q4: 87,036 shares; 2026Q1: 87,036 shares; 2026Q2: 98,061 shares 98,061 $4.35M 0.11% +11,025 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: 13,187 shares; 2024Q4: 13,048 shares; 2025Q1: 11,663 shares; 2025Q2: 10,465 shares; 2025Q3: 11,082 shares; 2025Q4: 11,231 shares; 2026Q1: 11,312 shares; 2026Q2: 11,780 shares 11,780 $4.27M 0.11% +468 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,087 shares; 2024Q4: 9,190 shares; 2025Q1: 8,242 shares; 2025Q2: 9,521 shares; 2025Q3: 9,227 shares; 2025Q4: 8,916 shares; 2026Q1: 8,951 shares; 2026Q2: 9,400 shares 9,400 $4.24M 0.11% +449 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: 40,259 shares; 2024Q4: 40,722 shares; 2025Q1: 40,910 shares; 2025Q2: 41,818 shares; 2025Q3: 45,518 shares; 2025Q4: 44,679 shares; 2026Q1: 38,524 shares; 2026Q2: 33,580 shares 33,580 $4.18M 0.11% -4,944 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: 70,806 shares; 2024Q4: 146,009 shares; 2025Q1: 163,027 shares; 2025Q2: 125,589 shares; 2025Q3: 125,393 shares; 2025Q4: 130,639 shares; 2026Q1: 125,615 shares; 2026Q2: 148,960 shares 148,960 $4.13M 0.11% +23,345 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: 100,513 shares; 2024Q4: 100,732 shares; 2025Q1: 102,744 shares; 2025Q2: 105,451 shares; 2025Q3: 104,970 shares; 2025Q4: 103,524 shares; 2026Q1: 100,163 shares; 2026Q2: 96,617 shares 96,617 $4.09M 0.11% -3,546 Timeline SPIB 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: 213,808 shares; 2025Q4: 207,276 shares; 2026Q1: 149,801 shares; 2026Q2: 121,678 shares 121,678 $4.07M 0.11% -28,123 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,266 shares; 2024Q4: 17,438 shares; 2025Q1: 15,271 shares; 2025Q2: 22,621 shares; 2025Q3: 22,592 shares; 2025Q4: 23,314 shares; 2026Q1: 25,339 shares; 2026Q2: 25,817 shares 25,817 $4M 0.1% +478 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,000 shares; 2025Q2: 45,000 shares; 2025Q3: 45,000 shares; 2025Q4: 177,858 shares; 2026Q1: 222,452 shares; 2026Q2: 192,252 shares 192,252 $3.95M 0.1% -30,200 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,157 shares; 2025Q1: 2,133 shares; 2025Q2: 2,135 shares; 2025Q3: 2,120 shares; 2025Q4: 2,146 shares; 2026Q1: 2,288 shares; 2026Q2: 10,484 shares 10,484 $3.94M 0.1% +8,196 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,688 shares; 2024Q4: 36,257 shares; 2025Q1: 34,719 shares; 2025Q2: 36,621 shares; 2025Q3: 40,963 shares; 2025Q4: 38,430 shares; 2026Q1: 32,654 shares; 2026Q2: 25,060 shares 25,060 $3.93M 0.1% -7,594 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,842 shares; 2024Q4: 7,911 shares; 2025Q1: 7,228 shares; 2025Q2: 7,753 shares; 2025Q3: 26,635 shares; 2025Q4: 26,027 shares; 2026Q1: 25,279 shares; 2026Q2: 26,575 shares 26,575 $3.89M 0.1% +1,296 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,458 shares; 2024Q4: 40,953 shares; 2025Q1: 39,862 shares; 2025Q2: 50,240 shares; 2025Q3: 41,078 shares; 2025Q4: 36,291 shares; 2026Q1: 35,058 shares; 2026Q2: 37,026 shares 37,026 $3.85M 0.1% +1,968 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: 16,460 shares; 2024Q4: 16,514 shares; 2025Q1: 16,991 shares; 2025Q2: 15,272 shares; 2025Q3: 16,440 shares; 2025Q4: 16,547 shares; 2026Q1: 16,721 shares; 2026Q2: 17,453 shares 17,453 $3.85M 0.1% +732 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: 35,426 shares; 2024Q4: 35,426 shares; 2025Q1: 31,791 shares; 2025Q2: 35,061 shares; 2025Q3: 36,081 shares; 2025Q4: 37,049 shares; 2026Q1: 37,204 shares; 2026Q2: 39,854 shares 39,854 $3.84M 0.1% +2,650 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,024 shares; 2024Q4: 35,356 shares; 2025Q1: 35,890 shares; 2025Q2: 34,258 shares; 2025Q3: 34,876 shares; 2025Q4: 36,281 shares; 2026Q1: 34,830 shares; 2026Q2: 34,852 shares 34,852 $3.76M 0.1% +22 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: 62,313 shares; 2024Q4: 65,339 shares; 2025Q1: 64,332 shares; 2025Q2: 37,336 shares; 2025Q3: 35,854 shares; 2025Q4: 65,712 shares; 2026Q1: 63,911 shares; 2026Q2: 82,646 shares 82,646 $3.75M 0.1% +18,735 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: 2,788 shares; 2025Q1: 2,761 shares; 2025Q2: 7,737 shares; 2025Q3: 7,916 shares; 2025Q4: 7,996 shares; 2026Q1: 8,649 shares; 2026Q2: 8,631 shares 8,631 $3.74M 0.1% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,528 shares; 2025Q4: 77,025 shares; 2026Q1: 52,898 shares; 2026Q2: 61,043 shares 61,043 $3.71M 0.1% +8,145 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,128 shares; 2026Q1: 20,529 shares; 2026Q2: 21,792 shares 21,792 $3.7M 0.1% +1,263 Timeline CHYM CHIME FINL INC More: the full row for CHIME FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 156,687 shares; 2026Q1: 146,687 shares; 2026Q2: 179,640 shares 179,640 $3.68M 0.1% +32,953 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,932 shares; 2024Q4: 139,930 shares; 2025Q1: 139,968 shares; 2025Q2: 134,926 shares; 2025Q3: 134,911 shares; 2025Q4: 132,138 shares; 2026Q1: 132,238 shares; 2026Q2: 26,785 shares 26,785 $3.65M 0.1% -105,453 Timeline VT 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: 21,772 shares; 2024Q4: 19,838 shares; 2025Q1: 19,814 shares; 2025Q2: 19,769 shares; 2025Q3: 19,225 shares; 2025Q4: 18,631 shares; 2026Q1: 18,042 shares; 2026Q2: 23,165 shares 23,165 $3.64M 0.09% +5,123 Timeline VIS 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: 1,434 shares; 2024Q4: 1,435 shares; 2025Q1: 1,436 shares; 2025Q2: 1,437 shares; 2025Q3: 1,438 shares; 2025Q4: 1,438 shares; 2026Q1: 1,232 shares; 2026Q2: 10,063 shares 10,063 $3.63M 0.09% +8,831 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,012 shares; 2024Q4: 12,009 shares; 2025Q1: 12,021 shares; 2025Q2: 11,922 shares; 2025Q3: 12,358 shares; 2025Q4: 10,314 shares; 2026Q1: 10,197 shares; 2026Q2: 10,485 shares 10,485 $3.61M 0.09% +288 Timeline CPRT COPART INC More: the full row for COPART 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: 127,416 shares 127,416 $3.59M 0.09% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,703 shares; 2024Q4: 56,666 shares; 2025Q1: 58,484 shares; 2025Q2: 61,455 shares; 2025Q3: 61,808 shares; 2025Q4: 62,772 shares; 2026Q1: 63,688 shares; 2026Q2: 69,010 shares 69,010 $3.58M 0.09% +5,322 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 583 shares; 2024Q4: 567 shares; 2025Q1: 565 shares; 2025Q2: 751 shares; 2025Q3: 606 shares; 2025Q4: 572 shares; 2026Q1: not reported; 2026Q2: 11,146 shares 11,146 $3.51M 0.09% new 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: 2,731 shares; 2024Q4: 2,116 shares; 2025Q1: 2,911 shares; 2025Q2: 2,917 shares; 2025Q3: 5,621 shares; 2025Q4: 5,218 shares; 2026Q1: 5,587 shares; 2026Q2: 4,572 shares 4,572 $3.49M 0.09% -1,015 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: 146,165 shares; 2024Q4: 148,538 shares; 2025Q1: 154,982 shares; 2025Q2: 154,286 shares; 2025Q3: 160,022 shares; 2025Q4: 170,839 shares; 2026Q1: 171,224 shares; 2026Q2: 167,555 shares 167,555 $3.47M 0.09% -3,669 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,009 shares; 2024Q4: 35,940 shares; 2025Q1: 37,569 shares; 2025Q2: 38,505 shares; 2025Q3: 38,640 shares; 2025Q4: 40,458 shares; 2026Q1: 41,662 shares; 2026Q2: 42,162 shares 42,162 $3.43M 0.09% +500 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,077 shares; 2024Q4: 222,083 shares; 2025Q1: 350,614 shares; 2025Q2: 262,925 shares; 2025Q3: 332,853 shares; 2025Q4: 528,356 shares; 2026Q1: 916,289 shares; 2026Q2: 919,234 shares 919,234 $3.42M 0.09% +2,945 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: 10,098 shares; 2024Q4: 8,314 shares; 2025Q1: 10,001 shares; 2025Q2: 9,784 shares; 2025Q3: 9,784 shares; 2025Q4: 9,654 shares; 2026Q1: 9,205 shares; 2026Q2: 9,757 shares 9,757 $3.36M 0.09% +552 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,491 shares; 2024Q4: 37,337 shares; 2025Q1: 37,016 shares; 2025Q2: 71,309 shares; 2025Q3: 26,139 shares; 2025Q4: 25,522 shares; 2026Q1: 25,163 shares; 2026Q2: 25,502 shares 25,502 $3.33M 0.09% +339 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,702 shares; 2024Q4: 59,702 shares; 2025Q1: 62,525 shares; 2025Q2: 79,711 shares; 2025Q3: 81,041 shares; 2025Q4: 81,041 shares; 2026Q1: 81,041 shares; 2026Q2: 81,041 shares 81,041 $3.3M 0.09% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,170 shares; 2025Q1: 15,968 shares; 2025Q2: 14,625 shares; 2025Q3: 14,765 shares; 2025Q4: 14,116 shares; 2026Q1: 12,398 shares; 2026Q2: 12,844 shares 12,844 $3.29M 0.09% +446 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,265 shares 48,265 $3.24M 0.08% new 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: 3,744 shares; 2024Q4: 3,840 shares; 2025Q1: 4,352 shares; 2025Q2: 4,649 shares; 2025Q3: 5,482 shares; 2025Q4: 5,764 shares; 2026Q1: 6,061 shares; 2026Q2: 6,669 shares 6,669 $3.19M 0.08% +608 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,369 shares; 2025Q2: 41,875 shares; 2025Q3: 39,621 shares; 2025Q4: 40,672 shares; 2026Q1: 38,934 shares; 2026Q2: 38,522 shares 38,522 $3.18M 0.08% -412 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,066 shares; 2025Q2: 1,097 shares; 2025Q3: 1,090 shares; 2025Q4: 1,064 shares; 2026Q1: 1,047 shares; 2026Q2: 990 shares 990 $3.17M 0.08% -57 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,652 shares; 2024Q4: 5,145 shares; 2025Q1: 4,975 shares; 2025Q2: 4,551 shares; 2025Q3: 4,478 shares; 2025Q4: 4,613 shares; 2026Q1: 28,807 shares; 2026Q2: 28,208 shares 28,208 $3.15M 0.08% -599 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,411 shares; 2024Q4: 46,843 shares; 2025Q1: 48,431 shares; 2025Q2: 47,670 shares; 2025Q3: 79,401 shares; 2025Q4: 79,584 shares; 2026Q1: 79,916 shares; 2026Q2: 104,472 shares 104,472 $3.15M 0.08% +24,556 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: 1,938 shares; 2024Q4: 4,144 shares; 2025Q1: 3,658 shares; 2025Q2: 3,659 shares; 2025Q3: 3,933 shares; 2025Q4: 4,527 shares; 2026Q1: 5,718 shares; 2026Q2: 36,019 shares 36,019 $3.1M 0.08% +30,301 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: 12,561 shares; 2024Q4: 12,267 shares; 2025Q1: 12,696 shares; 2025Q2: 12,575 shares; 2025Q3: 12,667 shares; 2025Q4: 13,235 shares; 2026Q1: 13,849 shares; 2026Q2: 26,211 shares 26,211 $3.06M 0.08% +12,362 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,756 shares; 2024Q4: 7,764 shares; 2025Q1: 9,668 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,221 shares; 2026Q1: 25,504 shares; 2026Q2: 78,659 shares 78,659 $3.05M 0.08% +53,155 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: 14,966 shares; 2024Q4: 14,360 shares; 2025Q1: 13,951 shares; 2025Q2: 13,780 shares; 2025Q3: 13,731 shares; 2025Q4: 13,881 shares; 2026Q1: 13,635 shares; 2026Q2: 13,785 shares 13,785 $3.03M 0.08% +150 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: 27,187 shares; 2024Q4: 17,614 shares; 2025Q1: 27,801 shares; 2025Q2: 28,880 shares; 2025Q3: 47,967 shares; 2025Q4: 47,469 shares; 2026Q1: 39,648 shares; 2026Q2: 39,653 shares 39,653 $2.99M 0.08% +5 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: 21,498 shares; 2024Q4: 20,509 shares; 2025Q1: 22,799 shares; 2025Q2: 21,183 shares; 2025Q3: 22,371 shares; 2025Q4: 24,088 shares; 2026Q1: 19,100 shares; 2026Q2: 14,459 shares 14,459 $2.96M 0.08% -4,641 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,226 shares; 2024Q4: 36,686 shares; 2025Q1: 37,501 shares; 2025Q2: 35,599 shares; 2025Q3: 33,477 shares; 2025Q4: 32,859 shares; 2026Q1: 32,373 shares; 2026Q2: 35,646 shares 35,646 $2.95M 0.08% +3,273 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811,238 shares; 2024Q4: 611,238 shares; 2025Q1: 611,238 shares; 2025Q2: 596,788 shares; 2025Q3: 536,788 shares; 2025Q4: 536,788 shares; 2026Q1: 536,788 shares; 2026Q2: 429,788 shares 429,788 $2.93M 0.08% -107,000 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,267 shares; 2024Q4: 39,205 shares; 2025Q1: 49,669 shares; 2025Q2: 48,931 shares; 2025Q3: 51,551 shares; 2025Q4: 61,930 shares; 2026Q1: 58,585 shares; 2026Q2: 61,490 shares 61,490 $2.86M 0.07% +2,905 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this 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: 200,000 shares 200,000 $2.79M 0.07% 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: 37,972 shares; 2024Q4: 35,472 shares; 2025Q1: 36,093 shares; 2025Q2: 20,950 shares; 2025Q3: 22,069 shares; 2025Q4: 21,195 shares; 2026Q1: 20,370 shares; 2026Q2: 19,952 shares 19,952 $2.79M 0.07% -418 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,742 shares; 2024Q4: 24,616 shares; 2025Q1: 24,392 shares; 2025Q2: 22,216 shares; 2025Q3: 22,108 shares; 2025Q4: 20,523 shares; 2026Q1: 19,426 shares; 2026Q2: 19,296 shares 19,296 $2.79M 0.07% -130 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,529 shares; 2024Q4: 29,596 shares; 2025Q1: 32,785 shares; 2025Q2: 30,184 shares; 2025Q3: 29,962 shares; 2025Q4: 30,907 shares; 2026Q1: 33,359 shares; 2026Q2: 30,586 shares 30,586 $2.77M 0.07% -2,773 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: 20,028 shares; 2024Q4: 20,029 shares; 2025Q1: 20,031 shares; 2025Q2: 19,545 shares; 2025Q3: 19,548 shares; 2025Q4: 19,551 shares; 2026Q1: 18,701 shares; 2026Q2: 19,774 shares 19,774 $2.72M 0.07% +1,073 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: 8,162 shares; 2024Q4: 9,489 shares; 2025Q1: 11,107 shares; 2025Q2: 11,398 shares; 2025Q3: 11,447 shares; 2025Q4: 12,912 shares; 2026Q1: 11,959 shares; 2026Q2: 12,226 shares 12,226 $2.66M 0.07% +267 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: 15,060 shares; 2024Q4: 15,576 shares; 2025Q1: 14,790 shares; 2025Q2: 14,950 shares; 2025Q3: 47,124 shares; 2025Q4: 46,659 shares; 2026Q1: 32,030 shares; 2026Q2: 34,208 shares 34,208 $2.64M 0.07% +2,178 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,835 shares 10,835 $2.59M 0.07% new Timeline ESGD 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: 29,743 shares; 2025Q4: 31,003 shares; 2026Q1: 20,924 shares; 2026Q2: 24,494 shares 24,494 $2.52M 0.07% +3,570 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,445 shares; 2024Q4: 8,036 shares; 2025Q1: 7,414 shares; 2025Q2: 8,247 shares; 2025Q3: 7,936 shares; 2025Q4: 7,570 shares; 2026Q1: 21,631 shares; 2026Q2: 20,743 shares 20,743 $2.49M 0.06% -888 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,022 shares; 2024Q4: 28,125 shares; 2025Q1: 32,388 shares; 2025Q2: 49,298 shares; 2025Q3: 58,726 shares; 2025Q4: 72,733 shares; 2026Q1: 79,442 shares; 2026Q2: 74,624 shares 74,624 $2.48M 0.06% -4,818 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,284 shares; 2024Q4: 3,214 shares; 2025Q1: 3,072 shares; 2025Q2: 3,046 shares; 2025Q3: 3,404 shares; 2025Q4: 3,428 shares; 2026Q1: 3,621 shares; 2026Q2: 3,514 shares 3,514 $2.47M 0.06% -107 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,702 shares; 2026Q1: 7,738 shares; 2026Q2: 9,758 shares 9,758 $2.44M 0.06% +2,020 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: 13,752 shares; 2024Q4: 13,697 shares; 2025Q1: 13,661 shares; 2025Q2: 13,635 shares; 2025Q3: 13,680 shares; 2025Q4: 14,069 shares; 2026Q1: 14,300 shares; 2026Q2: 14,593 shares 14,593 $2.43M 0.06% +293 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: 9,907 shares; 2024Q4: 9,935 shares; 2025Q1: 9,950 shares; 2025Q2: 9,642 shares; 2025Q3: 9,450 shares; 2025Q4: 9,686 shares; 2026Q1: 9,398 shares; 2026Q2: 9,444 shares 9,444 $2.41M 0.06% +46 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 273,195 shares 273,195 $2.39M 0.06% new Timeline LGN LEGENCE CORP More: the full row for LEGENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,785 shares; 2026Q1: 26,785 shares; 2026Q2: 26,785 shares 26,785 $2.28M 0.06% 0 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 4 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.06% 0 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: 25,604 shares; 2024Q4: 25,607 shares; 2025Q1: 20,669 shares; 2025Q2: 20,330 shares; 2025Q3: 20,499 shares; 2025Q4: 19,558 shares; 2026Q1: 16,179 shares; 2026Q2: 17,228 shares 17,228 $2.24M 0.06% +1,049 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this 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: 103,753 shares 103,753 $2.23M 0.06% new Timeline LYFT LYFT INC More: the full row for LYFT 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: 51,962 shares; 2026Q2: 150,520 shares 150,520 $2.2M 0.06% +98,558 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,990 shares; 2024Q4: 98,555 shares; 2025Q1: 84,846 shares; 2025Q2: 69,965 shares; 2025Q3: 70,018 shares; 2025Q4: 69,688 shares; 2026Q1: 74,984 shares; 2026Q2: 73,501 shares 73,501 $2.16M 0.06% -1,483 Timeline VFH 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: 4,160 shares; 2024Q4: 4,438 shares; 2025Q1: 5,213 shares; 2025Q2: 6,387 shares; 2025Q3: 6,148 shares; 2025Q4: 3,061 shares; 2026Q1: 3,061 shares; 2026Q2: 16,372 shares 16,372 $2.15M 0.06% +13,311 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,424 shares; 2024Q4: 6,425 shares; 2025Q1: 6,428 shares; 2025Q2: 6,422 shares; 2025Q3: 6,434 shares; 2025Q4: 6,437 shares; 2026Q1: 6,907 shares; 2026Q2: 6,772 shares 6,772 $2.13M 0.06% -135 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 443,200 shares; 2024Q4: 442,500 shares; 2025Q1: 442,500 shares; 2025Q2: 442,500 shares; 2025Q3: 442,500 shares; 2025Q4: 442,500 shares; 2026Q1: 442,500 shares; 2026Q2: 442,500 shares 442,500 $2.12M 0.06% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,467 shares; 2024Q4: 10,470 shares; 2025Q1: 11,475 shares; 2025Q2: 11,479 shares; 2025Q3: 8,257 shares; 2025Q4: 8,258 shares; 2026Q1: 8,260 shares; 2026Q2: 8,379 shares 8,379 $2.11M 0.06% +119 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: 25,858 shares; 2024Q4: 25,285 shares; 2025Q1: 25,184 shares; 2025Q2: 24,008 shares; 2025Q3: 24,170 shares; 2025Q4: 25,166 shares; 2026Q1: 25,289 shares; 2026Q2: 26,923 shares 26,923 $2.11M 0.05% +1,634 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,646 shares; 2024Q4: 45,751 shares; 2025Q1: 36,683 shares; 2025Q2: 49,548 shares; 2025Q3: 45,447 shares; 2025Q4: 46,724 shares; 2026Q1: 90,814 shares; 2026Q2: 48,683 shares 48,683 $2.1M 0.05% -42,131 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: 10,299 shares; 2024Q4: 10,550 shares; 2025Q1: 10,831 shares; 2025Q2: 10,814 shares; 2025Q3: 10,285 shares; 2025Q4: 10,239 shares; 2026Q1: 10,091 shares; 2026Q2: 13,092 shares 13,092 $2.07M 0.05% +3,001 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,067 shares; 2024Q4: 35,414 shares; 2025Q1: 36,651 shares; 2025Q2: 35,458 shares; 2025Q3: 31,427 shares; 2025Q4: 31,087 shares; 2026Q1: 27,497 shares; 2026Q2: 40,612 shares 40,612 $2.05M 0.05% +13,115 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,664 shares; 2024Q4: 4,664 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,430 shares; 2025Q4: 4,428 shares; 2026Q1: 4,828 shares; 2026Q2: 4,927 shares 4,927 $2.05M 0.05% +99 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,217 shares; 2024Q4: 2,273 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,779 shares; 2025Q4: 2,963 shares; 2026Q1: 2,890 shares; 2026Q2: 6,820 shares 6,820 $2.04M 0.05% +3,930 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,172 shares; 2025Q4: 30,172 shares; 2026Q1: 15,133 shares; 2026Q2: 56,963 shares 56,963 $2M 0.05% +41,830 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: 8,996 shares; 2024Q4: 9,251 shares; 2025Q1: 8,464 shares; 2025Q2: 7,717 shares; 2025Q3: 8,172 shares; 2025Q4: 8,142 shares; 2026Q1: 7,390 shares; 2026Q2: 9,091 shares 9,091 $1.97M 0.05% +1,701 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134,247 shares; 2025Q4: 130,596 shares; 2026Q1: 92,413 shares; 2026Q2: 65,261 shares 65,261 $1.96M 0.05% -27,152 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,060 shares; 2024Q4: 7,683 shares; 2025Q1: 7,688 shares; 2025Q2: 7,750 shares; 2025Q3: 8,121 shares; 2025Q4: 7,270 shares; 2026Q1: 8,062 shares; 2026Q2: 8,038 shares 8,038 $1.95M 0.05% -24 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: 16,644 shares; 2024Q4: 17,549 shares; 2025Q1: 17,598 shares; 2025Q2: 16,880 shares; 2025Q3: 16,708 shares; 2025Q4: 33,448 shares; 2026Q1: 33,302 shares; 2026Q2: 36,564 shares 36,564 $1.94M 0.05% +3,262 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,713 shares; 2024Q4: 8,610 shares; 2025Q1: 8,640 shares; 2025Q2: 8,927 shares; 2025Q3: 8,901 shares; 2025Q4: 52,786 shares; 2026Q1: 34,407 shares; 2026Q2: 38,738 shares 38,738 $1.9M 0.05% +4,331 Timeline IGV 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: 86,689 shares; 2026Q2: 20,737 shares 20,737 $1.88M 0.05% -65,952 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,879 shares; 2025Q4: 141,379 shares; 2026Q1: 221,379 shares; 2026Q2: 211,424 shares 211,424 $1.85M 0.05% -9,955 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: 7,929 shares; 2024Q4: 8,853 shares; 2025Q1: 7,221 shares; 2025Q2: 6,935 shares; 2025Q3: 8,162 shares; 2025Q4: 7,352 shares; 2026Q1: 9,045 shares; 2026Q2: 21,502 shares 21,502 $1.84M 0.05% +12,457 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: 5,615 shares; 2024Q4: 5,616 shares; 2025Q1: 5,590 shares; 2025Q2: 5,450 shares; 2025Q3: 5,464 shares; 2025Q4: 5,688 shares; 2026Q1: 5,688 shares; 2026Q2: 5,748 shares 5,748 $1.8M 0.05% +60 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,221 shares; 2024Q4: 32,720 shares; 2025Q1: 22,249 shares; 2025Q2: 24,104 shares; 2025Q3: 57,057 shares; 2025Q4: 24,924 shares; 2026Q1: 24,651 shares; 2026Q2: 37,304 shares 37,304 $1.79M 0.05% +12,653 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 14,402 shares; 2026Q2: 16,704 shares 16,704 $1.68M 0.04% +2,302 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,923 shares; 2024Q4: 38,755 shares; 2025Q1: 30,614 shares; 2025Q2: 32,348 shares; 2025Q3: 30,911 shares; 2025Q4: 32,147 shares; 2026Q1: 32,392 shares; 2026Q2: 57,185 shares 57,185 $1.66M 0.04% +24,793 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,849 shares; 2024Q4: 34,755 shares; 2025Q1: 36,940 shares; 2025Q2: 40,446 shares; 2025Q3: 34,066 shares; 2025Q4: 32,347 shares; 2026Q1: 39,978 shares; 2026Q2: 23,015 shares 23,015 $1.65M 0.04% -16,963 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 64,629 shares 64,629 $1.59M 0.04% new 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: 561 shares; 2024Q4: 502 shares; 2025Q1: 502 shares; 2025Q2: 428 shares; 2025Q3: 478 shares; 2025Q4: 683 shares; 2026Q1: 730 shares; 2026Q2: 781 shares 781 $1.56M 0.04% +51 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: 3,465 shares; 2024Q4: 3,393 shares; 2025Q1: 3,300 shares; 2025Q2: 3,264 shares; 2025Q3: 3,568 shares; 2025Q4: 2,315 shares; 2026Q1: 3,355 shares; 2026Q2: 15,352 shares 15,352 $1.55M 0.04% +11,997 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: 185,685 shares; 2024Q4: 7,480 shares; 2025Q1: 6,737 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,920 shares 20,920 $1.54M 0.04% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,683 shares 6,683 $1.53M 0.04% new Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,869 shares 21,869 $1.43M 0.04% new 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: 31,186 shares; 2024Q4: 27,148 shares; 2025Q1: 25,768 shares; 2025Q2: 29,601 shares; 2025Q3: 10,481 shares; 2025Q4: 9,646 shares; 2026Q1: 9,237 shares; 2026Q2: 10,576 shares 10,576 $1.43M 0.04% +1,339 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: 11,917 shares; 2024Q4: 60,573 shares; 2025Q1: 62,014 shares; 2025Q2: 65,160 shares; 2025Q3: 65,540 shares; 2025Q4: 68,715 shares; 2026Q1: 62,858 shares; 2026Q2: 45,066 shares 45,066 $1.42M 0.04% -17,792 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,263 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 6,313 shares; 2026Q1: 6,333 shares; 2026Q2: 15,835 shares 15,835 $1.4M 0.04% +9,502 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,714 shares; 2024Q4: 31,967 shares; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: 4,965 shares; 2025Q4: 4,976 shares; 2026Q1: 5,202 shares; 2026Q2: 4,950 shares 4,950 $1.4M 0.04% -252 Timeline ESML 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: 30,950 shares; 2025Q4: 32,208 shares; 2026Q1: 20,270 shares; 2026Q2: 24,749 shares 24,749 $1.38M 0.04% +4,479 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,687 shares; 2024Q4: 9,627 shares; 2025Q1: 9,097 shares; 2025Q2: 6,875 shares; 2025Q3: 9,312 shares; 2025Q4: 10,019 shares; 2026Q1: 10,956 shares; 2026Q2: 11,741 shares 11,741 $1.38M 0.04% +785 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: 16,864 shares; 2024Q4: 15,951 shares; 2025Q1: 14,984 shares; 2025Q2: 14,988 shares; 2025Q3: 15,509 shares; 2025Q4: 15,509 shares; 2026Q1: 15,834 shares; 2026Q2: 25,413 shares 25,413 $1.36M 0.04% +9,579 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: 234,211 shares; 2024Q4: 128,629 shares; 2025Q1: 132,187 shares; 2025Q2: 104,855 shares; 2025Q3: 124,732 shares; 2025Q4: 48,907 shares; 2026Q1: 49,665 shares; 2026Q2: 55,761 shares 55,761 $1.34M 0.03% +6,096 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: 4,465 shares; 2024Q4: 4,439 shares; 2025Q1: 4,470 shares; 2025Q2: 4,654 shares; 2025Q3: 4,348 shares; 2025Q4: 4,460 shares; 2026Q1: 4,363 shares; 2026Q2: 9,210 shares 9,210 $1.33M 0.03% +4,847 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 9,415 shares; 2026Q1: 8,521 shares; 2026Q2: 8,246 shares 8,246 $1.29M 0.03% -275 Timeline IMNM IMMUNOME INC More: the full row for IMMUNOME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,681 shares; 2025Q2: 61,599 shares; 2025Q3: 61,627 shares; 2025Q4: 61,549 shares; 2026Q1: 61,514 shares; 2026Q2: 60,589 shares 60,589 $1.28M 0.03% -925 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: 74,783 shares; 2025Q4: 74,806 shares; 2026Q1: 79,205 shares; 2026Q2: 79,616 shares 79,616 $1.25M 0.03% +411 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 81,985 shares; 2025Q4: 86,413 shares; 2026Q1: 53,575 shares; 2026Q2: 42,306 shares 42,306 $1.24M 0.03% -11,269 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: 3,594 shares; 2025Q3: not reported; 2025Q4: 2,491 shares; 2026Q1: 3,516 shares; 2026Q2: 12,358 shares 12,358 $1.21M 0.03% +8,842 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,454 shares; 2024Q4: 15,697 shares; 2025Q1: 15,197 shares; 2025Q2: 14,187 shares; 2025Q3: 14,544 shares; 2025Q4: 15,170 shares; 2026Q1: 23,085 shares; 2026Q2: 15,977 shares 15,977 $1.21M 0.03% -7,108 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,481 shares; 2024Q4: 81,784 shares; 2025Q1: 89,185 shares; 2025Q2: 82,101 shares; 2025Q3: 78,611 shares; 2025Q4: 78,488 shares; 2026Q1: 83,752 shares; 2026Q2: 53,616 shares 53,616 $1.18M 0.03% -30,136 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,318 shares; 2024Q4: 10,355 shares; 2025Q1: 10,386 shares; 2025Q2: 7,479 shares; 2025Q3: 7,479 shares; 2025Q4: 7,476 shares; 2026Q1: 7,459 shares; 2026Q2: 7,460 shares 7,460 $1.15M 0.03% +1 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,645 shares; 2024Q4: 34,043 shares; 2025Q1: 33,383 shares; 2025Q2: 34,805 shares; 2025Q3: 34,805 shares; 2025Q4: 36,821 shares; 2026Q1: 33,936 shares; 2026Q2: 36,821 shares 36,821 $1.15M 0.03% +2,885 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: 4,496 shares; 2024Q4: 4,613 shares; 2025Q1: 4,782 shares; 2025Q2: 4,036 shares; 2025Q3: 4,036 shares; 2025Q4: 4,133 shares; 2026Q1: 3,787 shares; 2026Q2: 4,474 shares 4,474 $1.14M 0.03% +687 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,615 shares; 2024Q4: 8,367 shares; 2025Q1: 8,109 shares; 2025Q2: 8,228 shares; 2025Q3: 9,938 shares; 2025Q4: 9,755 shares; 2026Q1: 8,711 shares; 2026Q2: 7,957 shares 7,957 $1.14M 0.03% -754 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: 8,994 shares; 2024Q4: 7,518 shares; 2025Q1: 6,923 shares; 2025Q2: 5,764 shares; 2025Q3: 8,747 shares; 2025Q4: 8,633 shares; 2026Q1: 8,650 shares; 2026Q2: 8,873 shares 8,873 $1.12M 0.03% +223 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,865 shares; 2024Q4: 10,033 shares; 2025Q1: 11,031 shares; 2025Q2: 10,865 shares; 2025Q3: 13,740 shares; 2025Q4: 17,782 shares; 2026Q1: 17,804 shares; 2026Q2: 20,572 shares 20,572 $1.12M 0.03% +2,768 Timeline EPOL 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: 28,706 shares; 2026Q1: 28,706 shares; 2026Q2: 28,706 shares 28,706 $1.11M 0.03% 0 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: 2,783 shares; 2024Q4: 2,150 shares; 2025Q1: 2,127 shares; 2025Q2: 2,458 shares; 2025Q3: 3,009 shares; 2025Q4: 2,453 shares; 2026Q1: 2,470 shares; 2026Q2: 13,517 shares 13,517 $1.09M 0.03% +11,047 Timeline SCHE 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: 10,821 shares; 2024Q4: 10,365 shares; 2025Q1: 9,205 shares; 2025Q2: 9,295 shares; 2025Q3: 9,306 shares; 2025Q4: 9,306 shares; 2026Q1: 8,811 shares; 2026Q2: 29,631 shares 29,631 $1.07M 0.03% +20,820 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,912 shares 3,912 $1.07M 0.03% new 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: 863 shares; 2024Q4: 907 shares; 2025Q1: 834 shares; 2025Q2: 723 shares; 2025Q3: 859 shares; 2025Q4: 854 shares; 2026Q1: 1,017 shares; 2026Q2: 1,052 shares 1,052 $1.06M 0.03% +35 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: 5,491 shares; 2024Q4: 5,039 shares; 2025Q1: 5,035 shares; 2025Q2: 5,032 shares; 2025Q3: 5,144 shares; 2025Q4: 4,440 shares; 2026Q1: 4,421 shares; 2026Q2: 4,163 shares 4,163 $1.06M 0.03% -258 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,388 shares; 2026Q2: 5,327 shares 5,327 $1.04M 0.03% +3,939 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,674 shares; 2024Q4: 10,674 shares; 2025Q1: 10,674 shares; 2025Q2: 10,674 shares; 2025Q3: 10,674 shares; 2025Q4: 10,674 shares; 2026Q1: 10,674 shares; 2026Q2: 10,674 shares 10,674 $1.04M 0.03% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,905 shares; 2025Q4: 2,439 shares; 2026Q1: 11,617 shares; 2026Q2: 11,240 shares 11,240 $1.04M 0.03% -377 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 2,682 shares; 2025Q1: 2,438 shares; 2025Q2: 1,711 shares; 2025Q3: 1,786 shares; 2025Q4: 1,430 shares; 2026Q1: 879 shares; 2026Q2: 3,952 shares 3,952 $1.03M 0.03% +3,073 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: 29,689 shares; 2024Q4: 60,458 shares; 2025Q1: 59,390 shares; 2025Q2: 58,181 shares; 2025Q3: 55,232 shares; 2025Q4: 53,954 shares; 2026Q1: 41,499 shares; 2026Q2: 42,294 shares 42,294 $1.02M 0.03% +795 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: 907 shares; 2024Q4: 1,093 shares; 2025Q1: 1,855 shares; 2025Q2: 1,825 shares; 2025Q3: 2,918 shares; 2025Q4: 3,218 shares; 2026Q1: 3,794 shares; 2026Q2: 3,312 shares 3,312 $1.01M 0.03% -482 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,611 shares; 2025Q4: 2,066 shares; 2026Q1: 2,963 shares; 2026Q2: 7,398 shares 7,398 $1.01M 0.03% +4,435 Timeline SHM 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: 20,190 shares; 2024Q4: 32,386 shares; 2025Q1: 32,386 shares; 2025Q2: 29,807 shares; 2025Q3: 27,213 shares; 2025Q4: 24,196 shares; 2026Q1: 21,019 shares; 2026Q2: 21,019 shares 21,019 $1.01M 0.03% 0 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: 3,836 shares; 2024Q4: 3,910 shares; 2025Q1: 3,348 shares; 2025Q2: 3,342 shares; 2025Q3: 3,259 shares; 2025Q4: 2,945 shares; 2026Q1: 2,684 shares; 2026Q2: 2,491 shares 2,491 $981K 0.03% -193 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: 925 shares; 2024Q4: 914 shares; 2025Q1: 1,313 shares; 2025Q2: 1,296 shares; 2025Q3: 2,976 shares; 2025Q4: 2,546 shares; 2026Q1: 2,649 shares; 2026Q2: 2,658 shares 2,658 $972K 0.03% +9 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: 6,178 shares; 2024Q4: 23,698 shares; 2025Q1: 5,698 shares; 2025Q2: 6,250 shares; 2025Q3: 7,476 shares; 2025Q4: 9,165 shares; 2026Q1: 8,982 shares; 2026Q2: 12,799 shares 12,799 $966K 0.03% +3,817 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: 43,620 shares; 2025Q2: 3,678 shares; 2025Q3: 2,995 shares; 2025Q4: 3,271 shares; 2026Q1: 3,243 shares; 2026Q2: 3,232 shares 3,232 $963K 0.03% -11 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,883 shares; 2024Q4: 137,883 shares; 2025Q1: 10,884 shares; 2025Q2: 12,674 shares; 2025Q3: 21,207 shares; 2025Q4: 21,742 shares; 2026Q1: 22,774 shares; 2026Q2: 49,708 shares 49,708 $950K 0.02% +26,934 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,989 shares; 2025Q4: not reported; 2026Q1: 6,275 shares; 2026Q2: 5,584 shares 5,584 $949K 0.02% -691 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 3,117 shares; 2025Q1: 3,080 shares; 2025Q2: 3,074 shares; 2025Q3: 5,335 shares; 2025Q4: 4,051 shares; 2026Q1: 3,861 shares; 2026Q2: 3,902 shares 3,902 $948K 0.02% +41 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,716 shares; 2026Q1: 1,716 shares; 2026Q2: 5,973 shares 5,973 $945K 0.02% +4,257 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,200 shares 11,200 $941K 0.02% new 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: 11,901 shares; 2024Q4: 12,025 shares; 2025Q1: 11,882 shares; 2025Q2: 11,882 shares; 2025Q3: 12,866 shares; 2025Q4: 12,653 shares; 2026Q1: 12,600 shares; 2026Q2: 12,674 shares 12,674 $930K 0.02% +74 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,809 shares 9,809 $929K 0.02% new 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: 14,303 shares; 2024Q4: 12,388 shares; 2025Q1: 12,882 shares; 2025Q2: 2,433 shares; 2025Q3: 2,433 shares; 2025Q4: 2,644 shares; 2026Q1: 2,597 shares; 2026Q2: 4,364 shares 4,364 $929K 0.02% +1,767 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,979 shares; 2024Q4: 87,590 shares; 2025Q1: 78,804 shares; 2025Q2: 59,205 shares; 2025Q3: 59,250 shares; 2025Q4: 56,182 shares; 2026Q1: 54,798 shares; 2026Q2: 53,253 shares 53,253 $925K 0.02% -1,545 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,636 shares; 2024Q4: 2,656 shares; 2025Q1: 2,622 shares; 2025Q2: 2,415 shares; 2025Q3: 3,329 shares; 2025Q4: 3,316 shares; 2026Q1: 3,316 shares; 2026Q2: 4,052 shares 4,052 $920K 0.02% +736 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,093 shares; 2025Q3: 18,175 shares; 2025Q4: 21,187 shares; 2026Q1: 3,207 shares; 2026Q2: 3,027 shares 3,027 $917K 0.02% -180 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: 2,638 shares; 2025Q1: 2,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,960 shares 17,960 $913K 0.02% new Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: not reported; 2026Q2: 15,260 shares 15,260 $906K 0.02% new 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: 1,762 shares; 2024Q4: 1,808 shares; 2025Q1: 1,945 shares; 2025Q2: 1,908 shares; 2025Q3: 1,907 shares; 2025Q4: 1,922 shares; 2026Q1: 1,929 shares; 2026Q2: 2,177 shares 2,177 $904K 0.02% +248 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: 12,543 shares; 2024Q4: 8,236 shares; 2025Q1: 7,204 shares; 2025Q2: 7,945 shares; 2025Q3: 10,250 shares; 2025Q4: 10,761 shares; 2026Q1: 8,725 shares; 2026Q2: 12,422 shares 12,422 $896K 0.02% +3,697 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,153 shares; 2024Q4: 7,153 shares; 2025Q1: 7,153 shares; 2025Q2: 9,495 shares; 2025Q3: 11,426 shares; 2025Q4: 11,998 shares; 2026Q1: 13,314 shares; 2026Q2: 24,332 shares 24,332 $894K 0.02% +11,018 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,925 shares; 2024Q4: 9,583 shares; 2025Q1: 12,888 shares; 2025Q2: 12,427 shares; 2025Q3: 12,360 shares; 2025Q4: 19,003 shares; 2026Q1: 15,782 shares; 2026Q2: 12,168 shares 12,168 $886K 0.02% -3,614 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,737 shares; 2024Q4: 6,463 shares; 2025Q1: 5,998 shares; 2025Q2: 5,774 shares; 2025Q3: 14,021 shares; 2025Q4: 14,037 shares; 2026Q1: 14,586 shares; 2026Q2: 14,609 shares 14,609 $882K 0.02% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,277 shares; 2025Q4: 2,224 shares; 2026Q1: 2,903 shares; 2026Q2: 3,364 shares 3,364 $876K 0.02% +461 Timeline KRE 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: 11,662 shares 11,662 $873K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,976 shares; 2024Q4: 4,926 shares; 2025Q1: 4,926 shares; 2025Q2: 4,926 shares; 2025Q3: 4,926 shares; 2025Q4: 4,926 shares; 2026Q1: 4,926 shares; 2026Q2: 5,286 shares 5,286 $865K 0.02% +360 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,974 shares; 2025Q4: 14,123 shares; 2026Q1: 10,177 shares; 2026Q2: 8,921 shares 8,921 $860K 0.02% -1,256 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: 7,934 shares; 2024Q4: 5,165 shares; 2025Q1: 5,263 shares; 2025Q2: 5,453 shares; 2025Q3: 5,387 shares; 2025Q4: 5,394 shares; 2026Q1: 5,513 shares; 2026Q2: 3,507 shares 3,507 $860K 0.02% -2,006 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: 3,411 shares; 2026Q2: 3,111 shares 3,111 $859K 0.02% -300 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,355 shares; 2024Q4: 6,524 shares; 2025Q1: 7,390 shares; 2025Q2: 6,580 shares; 2025Q3: 6,612 shares; 2025Q4: 7,039 shares; 2026Q1: 6,818 shares; 2026Q2: 17,588 shares 17,588 $852K 0.02% +10,770 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 891 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,624 shares; 2026Q2: 2,883 shares 2,883 $845K 0.02% +259 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,131 shares 3,131 $840K 0.02% new 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: 805 shares; 2024Q4: 767 shares; 2025Q1: 728 shares; 2025Q2: 920 shares; 2025Q3: 741 shares; 2025Q4: 761 shares; 2026Q1: 1,323 shares; 2026Q2: 1,644 shares 1,644 $838K 0.02% +321 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,664 shares; 2026Q1: 1,879 shares; 2026Q2: 2,859 shares 2,859 $831K 0.02% +980 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,276 shares; 2024Q4: 5,300 shares; 2025Q1: 5,442 shares; 2025Q2: 5,271 shares; 2025Q3: 5,593 shares; 2025Q4: 5,677 shares; 2026Q1: 4,851 shares; 2026Q2: 5,004 shares 5,004 $824K 0.02% +153 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,658 shares; 2024Q4: 15,055 shares; 2025Q1: 11,225 shares; 2025Q2: 1,859 shares; 2025Q3: 2,584 shares; 2025Q4: 2,330 shares; 2026Q1: 2,416 shares; 2026Q2: 2,066 shares 2,066 $821K 0.02% -350 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,702 shares; 2024Q4: 11,616 shares; 2025Q1: 26,395 shares; 2025Q2: 123,329 shares; 2025Q3: 125,461 shares; 2025Q4: 51,678 shares; 2026Q1: 48,100 shares; 2026Q2: 17,837 shares 17,837 $805K 0.02% -30,263 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: 2,341 shares; 2024Q4: 2,276 shares; 2025Q1: 2,248 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,077 shares; 2026Q1: 3,871 shares; 2026Q2: 9,207 shares 9,207 $800K 0.02% +5,336 Timeline EIC EAGLE POINT INCOME CO More: the full row for EAGLE POINT INCOME 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: 61,968 shares; 2026Q1: 79,428 shares; 2026Q2: 79,424 shares 79,424 $800K 0.02% -4 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 389 shares; 2025Q1: 390 shares; 2025Q2: 393 shares; 2025Q3: 436 shares; 2025Q4: 439 shares; 2026Q1: 445 shares; 2026Q2: 468 shares 468 $794K 0.02% +23 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,925 shares; 2024Q4: 6,830 shares; 2025Q1: 9,084 shares; 2025Q2: 8,597 shares; 2025Q3: 8,349 shares; 2025Q4: 9,287 shares; 2026Q1: 9,222 shares; 2026Q2: 7,955 shares 7,955 $782K 0.02% -1,267 Timeline SCHP 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: 29,512 shares 29,512 $782K 0.02% new Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,212 shares 26,212 $776K 0.02% new 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: 3,955 shares; 2024Q4: 3,955 shares; 2025Q1: 3,950 shares; 2025Q2: 2,673 shares; 2025Q3: 2,690 shares; 2025Q4: 2,281 shares; 2026Q1: 2,021 shares; 2026Q2: 2,021 shares 2,021 $754K 0.02% 0 Timeline XHB 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: 6,518 shares 6,518 $753K 0.02% new 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: 9,926 shares; 2025Q1: 9,926 shares; 2025Q2: 9,981 shares; 2025Q3: 12,031 shares; 2025Q4: 12,482 shares; 2026Q1: 11,953 shares; 2026Q2: 13,889 shares 13,889 $743K 0.02% +1,936 Timeline BNTX BIONTECH SE More: the full row for BIONTECH 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: 7,914 shares; 2026Q1: 7,914 shares; 2026Q2: 7,914 shares 7,914 $736K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,750 shares 7,750 $733K 0.02% new Timeline AVBC AVIDIA BANCORP INC More: the full row for AVIDIA BANCORP 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: 34,751 shares; 2025Q4: 34,751 shares; 2026Q1: 34,754 shares; 2026Q2: 34,756 shares 34,756 $730K 0.02% +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: 3,970 shares; 2024Q4: 6,770 shares; 2025Q1: 5,044 shares; 2025Q2: 5,664 shares; 2025Q3: 8,672 shares; 2025Q4: 8,449 shares; 2026Q1: 8,045 shares; 2026Q2: 7,888 shares 7,888 $728K 0.02% -157 Timeline PWRL POWERLAW CORP More: the full row for POWERLAW 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: 49,172 shares 49,172 $722K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,437 shares; 2025Q1: 2,251 shares; 2025Q2: 2,092 shares; 2025Q3: 3,769 shares; 2025Q4: 3,471 shares; 2026Q1: 4,980 shares; 2026Q2: 6,315 shares 6,315 $721K 0.02% +1,335 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: not reported; 2026Q2: 315 shares 315 $717K 0.02% new Timeline VGIT 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: 12,103 shares 12,103 $714K 0.02% new 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: 3,659 shares; 2024Q4: 3,799 shares; 2025Q1: 3,788 shares; 2025Q2: 3,770 shares; 2025Q3: 4,114 shares; 2025Q4: 3,966 shares; 2026Q1: 3,767 shares; 2026Q2: 4,193 shares 4,193 $709K 0.02% +426 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,244 shares; 2024Q4: 8,234 shares; 2025Q1: 5,375 shares; 2025Q2: 5,241 shares; 2025Q3: 6,566 shares; 2025Q4: 6,262 shares; 2026Q1: 5,241 shares; 2026Q2: 8,563 shares 8,563 $708K 0.02% +3,322 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: 2,149 shares; 2024Q4: 2,508 shares; 2025Q1: 1,845 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,010 shares 6,010 $705K 0.02% new Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,764 shares; 2024Q4: 17,764 shares; 2025Q1: 17,764 shares; 2025Q2: 17,764 shares; 2025Q3: 17,764 shares; 2025Q4: 17,764 shares; 2026Q1: 18,264 shares; 2026Q2: 17,764 shares 17,764 $702K 0.02% -500 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,707 shares; 2025Q4: 2,714 shares; 2026Q1: 2,720 shares; 2026Q2: 5,104 shares 5,104 $700K 0.02% +2,384 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,960 shares; 2024Q4: 3,750 shares; 2025Q1: 3,484 shares; 2025Q2: 3,268 shares; 2025Q3: 3,263 shares; 2025Q4: 5,097 shares; 2026Q1: 5,436 shares; 2026Q2: 4,448 shares 4,448 $697K 0.02% -988 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,687 shares; 2025Q1: 25,107 shares; 2025Q2: 36,787 shares; 2025Q3: 56,188 shares; 2025Q4: 50,703 shares; 2026Q1: 44,846 shares; 2026Q2: 58,626 shares 58,626 $697K 0.02% +13,780 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: 3,605 shares; 2024Q4: 3,757 shares; 2025Q1: 4,012 shares; 2025Q2: 4,006 shares; 2025Q3: 4,956 shares; 2025Q4: 3,554 shares; 2026Q1: 3,177 shares; 2026Q2: 3,302 shares 3,302 $690K 0.02% +125 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,465 shares; 2024Q4: 4,498 shares; 2025Q1: 4,527 shares; 2025Q2: 4,443 shares; 2025Q3: 4,785 shares; 2025Q4: 989 shares; 2026Q1: 884 shares; 2026Q2: 661 shares 661 $690K 0.02% -223 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,908 shares; 2024Q4: 2,345 shares; 2025Q1: 3,488 shares; 2025Q2: 3,370 shares; 2025Q3: 4,418 shares; 2025Q4: 5,780 shares; 2026Q1: 5,879 shares; 2026Q2: 5,396 shares 5,396 $683K 0.02% -483 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 691 shares; 2024Q4: 887 shares; 2025Q1: 892 shares; 2025Q2: 920 shares; 2025Q3: 1,315 shares; 2025Q4: 5,700 shares; 2026Q1: 5,758 shares; 2026Q2: 6,798 shares 6,798 $675K 0.02% +1,040 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: 6,663 shares; 2024Q4: 9,697 shares; 2025Q1: 10,212 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares; 2025Q4: 7,582 shares; 2026Q1: 4,716 shares; 2026Q2: 4,386 shares 4,386 $674K 0.02% -330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,509 shares 5,509 $672K 0.02% new 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: 946 shares; 2024Q4: 923 shares; 2025Q1: 905 shares; 2025Q2: 871 shares; 2025Q3: 872 shares; 2025Q4: 877 shares; 2026Q1: 875 shares; 2026Q2: 929 shares 929 $663K 0.02% +54 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 2,390 shares; 2025Q3: 2,380 shares; 2025Q4: 2,527 shares; 2026Q1: 2,563 shares; 2026Q2: 5,987 shares 5,987 $662K 0.02% +3,424 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,975 shares; 2024Q4: 4,977 shares; 2025Q1: 5,114 shares; 2025Q2: 5,712 shares; 2025Q3: 6,009 shares; 2025Q4: 6,949 shares; 2026Q1: 6,951 shares; 2026Q2: 5,996 shares 5,996 $661K 0.02% -955 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,187 shares; 2024Q4: 6,190 shares; 2025Q1: 5,443 shares; 2025Q2: 5,100 shares; 2025Q3: 7,530 shares; 2025Q4: 8,255 shares; 2026Q1: 11,580 shares; 2026Q2: 8,524 shares 8,524 $653K 0.02% -3,056 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,116 shares; 2025Q3: 12,122 shares; 2025Q4: 12,120 shares; 2026Q1: 12,116 shares; 2026Q2: 12,116 shares 12,116 $652K 0.02% 0 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 179,353 shares; 2025Q1: 288,129 shares; 2025Q2: 387,514 shares; 2025Q3: 179,550 shares; 2025Q4: 99,763 shares; 2026Q1: 99,763 shares; 2026Q2: 99,763 shares 99,763 $650K 0.02% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,384 shares; 2024Q4: 9,384 shares; 2025Q1: 12,455 shares; 2025Q2: 10,393 shares; 2025Q3: 7,368 shares; 2025Q4: 7,368 shares; 2026Q1: 8,168 shares; 2026Q2: 8,233 shares 8,233 $649K 0.02% +65 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 5,766 shares 5,766 $648K 0.02% new Timeline BMRC BANK OF MARIN BANCORP More: the full row for BANK OF MARIN BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,258 shares; 2024Q4: 23,258 shares; 2025Q1: 23,258 shares; 2025Q2: 23,258 shares; 2025Q3: 23,258 shares; 2025Q4: 23,258 shares; 2026Q1: 23,258 shares; 2026Q2: 23,258 shares 23,258 $644K 0.02% 0 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: 4,915 shares; 2024Q4: 2,637 shares; 2025Q1: 2,429 shares; 2025Q2: not reported; 2025Q3: 1,830 shares; 2025Q4: 2,817 shares; 2026Q1: 4,027 shares; 2026Q2: 4,298 shares 4,298 $637K 0.02% +271 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,984 shares; 2026Q2: 13,329 shares 13,329 $634K 0.02% +1,345 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,779 shares; 2024Q4: 24,508 shares; 2025Q1: 31,655 shares; 2025Q2: 39,285 shares; 2025Q3: 39,671 shares; 2025Q4: 39,574 shares; 2026Q1: 39,460 shares; 2026Q2: 19,906 shares 19,906 $625K 0.02% -19,554 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,105 shares; 2025Q4: 52,527 shares; 2026Q1: 37,245 shares; 2026Q2: 24,709 shares 24,709 $622K 0.02% -12,536 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,069 shares; 2024Q4: 14,617 shares; 2025Q1: 14,249 shares; 2025Q2: 8,452 shares; 2025Q3: 4,134 shares; 2025Q4: 4,218 shares; 2026Q1: 4,093 shares; 2026Q2: 4,682 shares 4,682 $622K 0.02% +589 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,723 shares; 2025Q4: 60,420 shares; 2026Q1: 42,835 shares; 2026Q2: 28,409 shares 28,409 $619K 0.02% -14,426 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53,047 shares; 2025Q4: 63,185 shares; 2026Q1: 44,799 shares; 2026Q2: 29,714 shares 29,714 $619K 0.02% -15,085 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,798 shares; 2025Q4: 52,166 shares; 2026Q1: 36,980 shares; 2026Q2: 24,523 shares 24,523 $619K 0.02% -12,457 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: 78,870 shares; 2024Q4: 47,964 shares; 2025Q1: 15,633 shares; 2025Q2: 19,488 shares; 2025Q3: 10,652 shares; 2025Q4: 9,896 shares; 2026Q1: 10,612 shares; 2026Q2: 10,634 shares 10,634 $613K 0.02% +22 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: 8,340 shares; 2024Q4: not reported; 2025Q1: 6,830 shares; 2025Q2: 6,830 shares; 2025Q3: 7,682 shares; 2025Q4: 7,725 shares; 2026Q1: 7,657 shares; 2026Q2: 7,570 shares 7,570 $612K 0.02% -87 Timeline DSI 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: 4,298 shares 4,298 $612K 0.02% new 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: 7,887 shares; 2024Q4: 7,048 shares; 2025Q1: 6,870 shares; 2025Q2: 6,739 shares; 2025Q3: 6,675 shares; 2025Q4: 6,674 shares; 2026Q1: 6,469 shares; 2026Q2: 5,380 shares 5,380 $607K 0.02% -1,089 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,886 shares; 2024Q4: 6,886 shares; 2025Q1: 6,875 shares; 2025Q2: 6,875 shares; 2025Q3: 6,875 shares; 2025Q4: 6,875 shares; 2026Q1: 6,875 shares; 2026Q2: 5,007 shares 5,007 $604K 0.02% -1,868 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,422 shares; 2025Q1: 4,903 shares; 2025Q2: 4,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,104 shares; 2026Q2: 5,433 shares 5,433 $600K 0.02% +2,329 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: 15,148 shares; 2024Q4: 15,104 shares; 2025Q1: 15,396 shares; 2025Q2: 15,466 shares; 2025Q3: 7,453 shares; 2025Q4: 7,531 shares; 2026Q1: 7,530 shares; 2026Q2: 7,855 shares 7,855 $598K 0.02% +325 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: 6,772 shares; 2024Q4: 6,924 shares; 2025Q1: 6,842 shares; 2025Q2: 6,819 shares; 2025Q3: 6,909 shares; 2025Q4: 7,013 shares; 2026Q1: 7,064 shares; 2026Q2: 6,969 shares 6,969 $590K 0.02% -95 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,868 shares; 2025Q3: 3,419 shares; 2025Q4: 3,479 shares; 2026Q1: 3,605 shares; 2026Q2: 6,341 shares 6,341 $588K 0.02% +2,736 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 2,150 shares; 2025Q1: 2,135 shares; 2025Q2: 2,656 shares; 2025Q3: 2,223 shares; 2025Q4: 2,167 shares; 2026Q1: 1,609 shares; 2026Q2: 4,151 shares 4,151 $586K 0.02% +2,542 Timeline PMTS CPI CARD GROUP INC More: the full row for CPI CARD GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 35,000 shares; 2025Q3: 32,000 shares; 2025Q4: 31,000 shares; 2026Q1: 30,000 shares; 2026Q2: 28,000 shares 28,000 $582K 0.02% -2,000 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: 2,115 shares; 2024Q4: 10,291 shares; 2025Q1: 11,003 shares; 2025Q2: 14,723 shares; 2025Q3: 15,925 shares; 2025Q4: 17,424 shares; 2026Q1: 16,486 shares; 2026Q2: 16,929 shares 16,929 $573K 0.01% +443 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,160 shares; 2025Q1: not reported; 2025Q2: 22,597 shares; 2025Q3: 21,767 shares; 2025Q4: 18,306 shares; 2026Q1: 18,082 shares; 2026Q2: 16,796 shares 16,796 $570K 0.01% -1,286 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,512 shares 2,512 $566K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 621 shares; 2025Q1: 538 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 464 shares; 2026Q2: 904 shares 904 $564K 0.01% +440 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,432 shares; 2024Q4: 12,614 shares; 2025Q1: 14,749 shares; 2025Q2: 15,266 shares; 2025Q3: 14,337 shares; 2025Q4: 9,611 shares; 2026Q1: 11,614 shares; 2026Q2: 17,617 shares 17,617 $563K 0.01% +6,003 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,293 shares; 2024Q4: 11,344 shares; 2025Q1: 15,323 shares; 2025Q2: 14,871 shares; 2025Q3: 14,723 shares; 2025Q4: 14,714 shares; 2026Q1: 10,509 shares; 2026Q2: 6,728 shares 6,728 $562K 0.01% -3,781 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: 4,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,557 shares 7,557 $562K 0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,383 shares; 2024Q4: 46,433 shares; 2025Q1: 31,657 shares; 2025Q2: 15,561 shares; 2025Q3: 10,102 shares; 2025Q4: 10,279 shares; 2026Q1: 10,281 shares; 2026Q2: 10,199 shares 10,199 $555K 0.01% -82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,927 shares; 2025Q4: 20,741 shares; 2026Q1: 12,173 shares; 2026Q2: 4,698 shares 4,698 $552K 0.01% -7,475 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: 8,334 shares; 2024Q4: 7,673 shares; 2025Q1: 7,673 shares; 2025Q2: 7,426 shares; 2025Q3: 7,426 shares; 2025Q4: 6,060 shares; 2026Q1: 6,060 shares; 2026Q2: 6,060 shares 6,060 $546K 0.01% 0 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: 492 shares; 2025Q4: 590 shares; 2026Q1: 651 shares; 2026Q2: 823 shares 823 $540K 0.01% +172 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,685 shares; 2025Q4: 53,347 shares; 2026Q1: 36,818 shares; 2026Q2: 23,259 shares 23,259 $539K 0.01% -13,559 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,810 shares; 2024Q4: 4,856 shares; 2025Q1: 7,358 shares; 2025Q2: 7,320 shares; 2025Q3: 7,320 shares; 2025Q4: 7,320 shares; 2026Q1: 7,320 shares; 2026Q2: 4,481 shares 4,481 $533K 0.01% -2,839 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,856 shares; 2024Q4: 4,085 shares; 2025Q1: 3,962 shares; 2025Q2: 3,933 shares; 2025Q3: 4,073 shares; 2025Q4: 4,125 shares; 2026Q1: 4,830 shares; 2026Q2: 4,826 shares 4,826 $530K 0.01% -4 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: 1,116 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 816 shares; 2026Q1: 816 shares; 2026Q2: 826 shares 826 $529K 0.01% +10 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares; 2026Q1: 3,178 shares; 2026Q2: 3,237 shares 3,237 $529K 0.01% +59 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,862 shares; 2024Q4: 188,527 shares; 2025Q1: 10,176 shares; 2025Q2: 26,681 shares; 2025Q3: 26,970 shares; 2025Q4: 21,896 shares; 2026Q1: 20,283 shares; 2026Q2: 15,888 shares 15,888 $529K 0.01% -4,395 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,479 shares; 2026Q1: 1,591 shares; 2026Q2: 1,542 shares 1,542 $525K 0.01% -49 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,068 shares 3,068 $524K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,523 shares; 2024Q4: 3,566 shares; 2025Q1: 3,443 shares; 2025Q2: 3,431 shares; 2025Q3: 3,182 shares; 2025Q4: 3,133 shares; 2026Q1: 3,040 shares; 2026Q2: 2,729 shares 2,729 $520K 0.01% -311 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: 1,476 shares; 2024Q4: 1,476 shares; 2025Q1: 1,512 shares; 2025Q2: 6,328 shares; 2025Q3: 5,820 shares; 2025Q4: 5,820 shares; 2026Q1: 5,851 shares; 2026Q2: 5,972 shares 5,972 $520K 0.01% +121 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: 1,318 shares; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 2,015 shares; 2025Q4: 2,011 shares; 2026Q1: 2,128 shares; 2026Q2: 2,091 shares 2,091 $515K 0.01% -37 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: 2,801 shares; 2025Q3: 2,805 shares; 2025Q4: 3,745 shares; 2026Q1: 3,444 shares; 2026Q2: 5,850 shares 5,850 $514K 0.01% +2,406 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,020 shares; 2024Q4: 42,186 shares; 2025Q1: 43,190 shares; 2025Q2: 38,442 shares; 2025Q3: 40,023 shares; 2025Q4: 7,628 shares; 2026Q1: 7,393 shares; 2026Q2: 5,527 shares 5,527 $507K 0.01% -1,866 Timeline SMIG 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: not reported; 2026Q1: not reported; 2026Q2: 15,437 shares 15,437 $506K 0.01% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,393 shares; 2025Q1: 1,368 shares; 2025Q2: 1,205 shares; 2025Q3: 1,284 shares; 2025Q4: 1,299 shares; 2026Q1: 1,138 shares; 2026Q2: 1,129 shares 1,129 $504K 0.01% -9 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: 1,653 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639 shares; 2026Q2: 6,065 shares 6,065 $501K 0.01% +5,426 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX 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: 912 shares; 2025Q4: 849 shares; 2026Q1: 900 shares; 2026Q2: 1,004 shares 1,004 $499K 0.01% +104 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: 322,837 shares; 2024Q4: 316,977 shares; 2025Q1: 339,554 shares; 2025Q2: 261,428 shares; 2025Q3: 219,303 shares; 2025Q4: 29,048 shares; 2026Q1: 27,643 shares; 2026Q2: 20,217 shares 20,217 $496K 0.01% -7,426 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG 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: not reported; 2026Q2: 15,484 shares 15,484 $496K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 2,473 shares; 2026Q1: 2,412 shares; 2026Q2: 2,510 shares 2,510 $496K 0.01% +98 Timeline VXF 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: 1,590 shares; 2024Q4: 1,513 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,206 shares; 2025Q4: 1,002 shares; 2026Q1: 1,002 shares; 2026Q2: 2,014 shares 2,014 $496K 0.01% +1,012 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,075 shares; 2024Q4: 6,640 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,144 shares 16,144 $492K 0.01% new Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 2,038 shares; 2025Q1: 2,161 shares; 2025Q2: 2,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,287 shares; 2026Q1: 2,214 shares; 2026Q2: 2,219 shares 2,219 $491K 0.01% +5 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,196 shares; 2024Q4: 10,297 shares; 2025Q1: 3,026 shares; 2025Q2: 1,312 shares; 2025Q3: 1,183 shares; 2025Q4: 2,885 shares; 2026Q1: 2,986 shares; 2026Q2: 2,906 shares 2,906 $488K 0.01% -80 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,148 shares; 2024Q4: 29,312 shares; 2025Q1: 29,328 shares; 2025Q2: 28,967 shares; 2025Q3: 30,077 shares; 2025Q4: 26,892 shares; 2026Q1: 26,884 shares; 2026Q2: 28,037 shares 28,037 $486K 0.01% +1,153 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: 50,594 shares; 2024Q4: 46,719 shares; 2025Q1: 29,961 shares; 2025Q2: 33,866 shares; 2025Q3: 23,577 shares; 2025Q4: 26,063 shares; 2026Q1: 30,094 shares; 2026Q2: 26,878 shares 26,878 $482K 0.01% -3,216 Timeline PRF 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: 6,316 shares; 2025Q1: 6,316 shares; 2025Q2: 6,316 shares; 2025Q3: 6,316 shares; 2025Q4: 6,316 shares; 2026Q1: 8,871 shares; 2026Q2: 8,871 shares 8,871 $479K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,047 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 2,560 shares; 2025Q4: 2,469 shares; 2026Q1: 2,447 shares; 2026Q2: 2,453 shares 2,453 $477K 0.01% +6 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: 1,180 shares; 2026Q1: 1,117 shares; 2026Q2: 1,361 shares 1,361 $476K 0.01% +244 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,370 shares; 2024Q4: 10,004 shares; 2025Q1: 5,082 shares; 2025Q2: 4,596 shares; 2025Q3: 4,562 shares; 2025Q4: 4,582 shares; 2026Q1: 4,420 shares; 2026Q2: 4,457 shares 4,457 $474K 0.01% +37 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: 8,562 shares; 2024Q4: 7,336 shares; 2025Q1: 7,297 shares; 2025Q2: 6,549 shares; 2025Q3: 6,248 shares; 2025Q4: 5,808 shares; 2026Q1: 5,645 shares; 2026Q2: 4,859 shares 4,859 $469K 0.01% -786 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,955 shares; 2025Q4: 2,049 shares; 2026Q1: not reported; 2026Q2: 1,797 shares 1,797 $468K 0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,460 shares; 2025Q1: 4,037 shares; 2025Q2: 3,169 shares; 2025Q3: 3,169 shares; 2025Q4: 3,458 shares; 2026Q1: 3,383 shares; 2026Q2: 8,289 shares 8,289 $466K 0.01% +4,906 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,571 shares 5,571 $463K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,309 shares; 2024Q4: not reported; 2025Q1: 3,134 shares; 2025Q2: 3,032 shares; 2025Q3: 2,477 shares; 2025Q4: 2,745 shares; 2026Q1: 3,045 shares; 2026Q2: 2,820 shares 2,820 $462K 0.01% -225 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,666 shares; 2024Q4: 8,807 shares; 2025Q1: 1,596 shares; 2025Q2: not reported; 2025Q3: 4,361 shares; 2025Q4: 4,676 shares; 2026Q1: 4,621 shares; 2026Q2: 4,787 shares 4,787 $460K 0.01% +166 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: 9,571 shares; 2025Q1: 9,383 shares; 2025Q2: 9,383 shares; 2025Q3: 9,383 shares; 2025Q4: 9,761 shares; 2026Q1: 7,756 shares; 2026Q2: 8,670 shares 8,670 $457K 0.01% +914 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 298 shares; 2025Q2: 382 shares; 2025Q3: 292 shares; 2025Q4: 402 shares; 2026Q1: 391 shares; 2026Q2: 467 shares 467 $450K 0.01% +76 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: 1,343 shares; 2024Q4: 1,417 shares; 2025Q1: 1,360 shares; 2025Q2: 1,252 shares; 2025Q3: 1,254 shares; 2025Q4: 1,259 shares; 2026Q1: 1,874 shares; 2026Q2: 1,980 shares 1,980 $442K 0.01% +106 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,852 shares; 2024Q4: 25,862 shares; 2025Q1: 25,746 shares; 2025Q2: 18,783 shares; 2025Q3: 18,790 shares; 2025Q4: 15,317 shares; 2026Q1: 18,081 shares; 2026Q2: 18,341 shares 18,341 $439K 0.01% +260 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,857 shares; 2026Q2: 4,284 shares 4,284 $435K 0.01% +427 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,191 shares; 2024Q4: 6,581 shares; 2025Q1: 5,582 shares; 2025Q2: 6,851 shares; 2025Q3: 6,885 shares; 2025Q4: 6,858 shares; 2026Q1: 4,507 shares; 2026Q2: 4,583 shares 4,583 $435K 0.01% +76 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,645 shares; 2024Q4: 3,645 shares; 2025Q1: 3,645 shares; 2025Q2: 3,645 shares; 2025Q3: 3,645 shares; 2025Q4: 3,646 shares; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $435K 0.01% 0 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: 11,475 shares; 2024Q4: 11,528 shares; 2025Q1: 6,297 shares; 2025Q2: 5,289 shares; 2025Q3: 4,314 shares; 2025Q4: 4,314 shares; 2026Q1: 3,449 shares; 2026Q2: 4,773 shares 4,773 $433K 0.01% +1,324 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: 2,869 shares 2,869 $433K 0.01% new Timeline SCZ 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: 4,065 shares; 2026Q1: 3,375 shares; 2026Q2: 5,256 shares 5,256 $432K 0.01% +1,881 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,009 shares; 2025Q4: 4,714 shares; 2026Q1: 5,323 shares; 2026Q2: 5,566 shares 5,566 $432K 0.01% +243 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: 4,813 shares; 2025Q4: 6,678 shares; 2026Q1: 6,678 shares; 2026Q2: 6,677 shares 6,677 $429K 0.01% -1 Timeline VPL 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: not reported; 2026Q2: 3,646 shares 3,646 $422K 0.01% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,677 shares; 2024Q4: 2,875 shares; 2025Q1: 3,313 shares; 2025Q2: 2,910 shares; 2025Q3: 2,922 shares; 2025Q4: 2,909 shares; 2026Q1: 2,861 shares; 2026Q2: 2,971 shares 2,971 $422K 0.01% +110 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: 969 shares 969 $418K 0.01% new Timeline QLTA 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: 19,447 shares; 2025Q4: 23,531 shares; 2026Q1: 13,739 shares; 2026Q2: 8,786 shares 8,786 $418K 0.01% -4,953 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,848 shares 2,848 $416K 0.01% new Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,700 shares; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares; 2026Q2: 3,700 shares 3,700 $411K 0.01% 0 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,773 shares 12,773 $411K 0.01% new Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,170 shares 5,170 $411K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,641 shares 2,641 $410K 0.01% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,429 shares; 2025Q4: 4,004 shares; 2026Q1: 3,954 shares; 2026Q2: 4,284 shares 4,284 $407K 0.01% +330 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: 2,565 shares; 2024Q4: 2,567 shares; 2025Q1: 1,102 shares; 2025Q2: 764 shares; 2025Q3: 763 shares; 2025Q4: 764 shares; 2026Q1: 764 shares; 2026Q2: 776 shares 776 $406K 0.01% +12 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,908 shares; 2024Q4: 2,761 shares; 2025Q1: 3,096 shares; 2025Q2: 3,313 shares; 2025Q3: 3,172 shares; 2025Q4: 3,113 shares; 2026Q1: 3,330 shares; 2026Q2: 3,295 shares 3,295 $406K 0.01% -35 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: 3,537 shares; 2025Q4: 3,837 shares; 2026Q1: 4,044 shares; 2026Q2: 5,244 shares 5,244 $404K 0.01% +1,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,863 shares; 2025Q4: 5,268 shares; 2026Q1: 3,337 shares; 2026Q2: 3,388 shares 3,388 $404K 0.01% +51 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: 2,274 shares; 2024Q4: 2,142 shares; 2025Q1: 2,285 shares; 2025Q2: 2,698 shares; 2025Q3: 3,623 shares; 2025Q4: 3,074 shares; 2026Q1: 3,004 shares; 2026Q2: 2,646 shares 2,646 $401K 0.01% -358 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,867 shares; 2024Q4: 5,086 shares; 2025Q1: 4,383 shares; 2025Q2: 4,003 shares; 2025Q3: 4,216 shares; 2025Q4: 4,046 shares; 2026Q1: 3,848 shares; 2026Q2: 3,852 shares 3,852 $399K 0.01% +4 Timeline SITC SITE CTRS CORP More: the full row for SITE CTRS 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: 100,026 shares; 2026Q2: 100,026 shares 100,026 $397K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,247 shares; 2025Q4: 3,874 shares; 2026Q1: 3,581 shares; 2026Q2: 3,637 shares 3,637 $397K 0.01% +56 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: 2,109 shares; 2026Q2: 2,109 shares 2,109 $395K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,166 shares; 2024Q4: 8,837 shares; 2025Q1: 8,772 shares; 2025Q2: 8,877 shares; 2025Q3: 11,049 shares; 2025Q4: 8,787 shares; 2026Q1: 8,576 shares; 2026Q2: 7,047 shares 7,047 $391K 0.01% -1,529 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: 2,115 shares; 2024Q4: not reported; 2025Q1: 7,277 shares; 2025Q2: 1,988 shares; 2025Q3: 2,093 shares; 2025Q4: 2,176 shares; 2026Q1: 2,212 shares; 2026Q2: 2,217 shares 2,217 $386K 0.01% +5 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 1,493 shares; 2025Q1: 1,566 shares; 2025Q2: 1,541 shares; 2025Q3: 1,832 shares; 2025Q4: 1,868 shares; 2026Q1: 1,616 shares; 2026Q2: 1,812 shares 1,812 $386K 0.01% +196 Timeline GMF 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: 2,460 shares 2,460 $386K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 1,977 shares; 2026Q1: 2,044 shares; 2026Q2: 2,044 shares 2,044 $382K 0.01% 0 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: 7,001 shares; 2026Q2: 6,974 shares 6,974 $379K 0.01% -27 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,937 shares; 2025Q1: not reported; 2025Q2: 5,402 shares; 2025Q3: 5,006 shares; 2025Q4: 3,010 shares; 2026Q1: 2,821 shares; 2026Q2: 2,779 shares 2,779 $373K 0.01% -42 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 51,000 shares 51,000 $370K 0.01% +1,000 Timeline ESGE 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: 6,657 shares; 2025Q4: 6,657 shares; 2026Q1: 6,657 shares; 2026Q2: 6,721 shares 6,721 $368K 0.01% +64 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,347 shares; 2026Q1: 7,937 shares; 2026Q2: 8,869 shares 8,869 $366K 0.01% +932 Timeline NOA NORTH AMERN CONSTR GROUP LTD More: the full row for NORTH AMERN CONSTR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,500 shares; 2024Q4: 27,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 27,500 shares; 2026Q1: 27,500 shares; 2026Q2: 27,500 shares 27,500 $366K 0.01% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,362 shares; 2026Q1: 5,194 shares; 2026Q2: 5,856 shares 5,856 $360K 0.01% +662 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,176 shares 21,176 $359K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345 shares; 2024Q4: 334 shares; 2025Q1: 384 shares; 2025Q2: 502 shares; 2025Q3: 376 shares; 2025Q4: 381 shares; 2026Q1: 402 shares; 2026Q2: 366 shares 366 $359K 0.01% -36 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 3,933 shares; 2026Q2: 5,684 shares 5,684 $356K 0.01% +1,751 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: not reported; 2026Q1: not reported; 2026Q2: 2,135 shares 2,135 $353K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 960 shares; 2025Q1: 1,046 shares; 2025Q2: 1,053 shares; 2025Q3: 899 shares; 2025Q4: 953 shares; 2026Q1: 994 shares; 2026Q2: 1,300 shares 1,300 $352K 0.01% +306 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,276 shares; 2024Q4: 15,176 shares; 2025Q1: 12,780 shares; 2025Q2: 12,976 shares; 2025Q3: 11,653 shares; 2025Q4: 11,453 shares; 2026Q1: 12,353 shares; 2026Q2: 12,253 shares 12,253 $350K 0.01% -100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 573 shares; 2025Q3: 972 shares; 2025Q4: 723 shares; 2026Q1: 804 shares; 2026Q2: 661 shares 661 $346K 0.01% -143 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 723 shares; 2026Q2: 3,920 shares 3,920 $345K 0.01% +3,197 Timeline FNDA 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: 3,661 shares; 2024Q4: 12,818 shares; 2025Q1: 13,386 shares; 2025Q2: 9,392 shares; 2025Q3: 9,392 shares; 2025Q4: 8,671 shares; 2026Q1: 7,904 shares; 2026Q2: 9,024 shares 9,024 $343K 0.01% +1,120 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,699 shares 1,699 $339K 0.01% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,205 shares; 2024Q4: 18,205 shares; 2025Q1: 18,205 shares; 2025Q2: 22,512 shares; 2025Q3: 23,312 shares; 2025Q4: 19,885 shares; 2026Q1: 23,152 shares; 2026Q2: 10,637 shares 10,637 $339K 0.01% -12,515 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: not reported; 2024Q4: 1,731 shares; 2025Q1: 1,850 shares; 2025Q2: 1,537 shares; 2025Q3: 1,629 shares; 2025Q4: 1,718 shares; 2026Q1: 1,838 shares; 2026Q2: 1,826 shares 1,826 $338K 0.01% -12 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 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 $336K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,886 shares; 2025Q2: 26,883 shares; 2025Q3: 31,911 shares; 2025Q4: 28,921 shares; 2026Q1: 3,969 shares; 2026Q2: 4,770 shares 4,770 $334K 0.01% +801 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this 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: 5,909 shares 5,909 $333K 0.01% 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: 176 shares; 2024Q4: 192 shares; 2025Q1: 175 shares; 2025Q2: 180 shares; 2025Q3: 176 shares; 2025Q4: 179 shares; 2026Q1: 192 shares; 2026Q2: 1,863 shares 1,863 $332K 0.01% +1,671 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,431 shares; 2024Q4: 2,404 shares; 2025Q1: 2,434 shares; 2025Q2: 2,471 shares; 2025Q3: 2,471 shares; 2025Q4: 2,524 shares; 2026Q1: 2,508 shares; 2026Q2: 3,557 shares 3,557 $327K 0.01% +1,049 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,567 shares; 2024Q4: 4,692 shares; 2025Q1: 4,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,558 shares; 2026Q1: 3,530 shares; 2026Q2: 3,914 shares 3,914 $326K 0.01% +384 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,295 shares; 2024Q4: 5,171 shares; 2025Q1: 4,604 shares; 2025Q2: 4,315 shares; 2025Q3: 4,240 shares; 2025Q4: 7,957 shares; 2026Q1: 4,742 shares; 2026Q2: 4,288 shares 4,288 $326K 0.01% -454 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,530 shares; 2025Q2: 8,030 shares; 2025Q3: 8,030 shares; 2025Q4: 8,030 shares; 2026Q1: 8,030 shares; 2026Q2: 8,030 shares 8,030 $323K 0.01% 0 Timeline VDE 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: 1,891 shares; 2025Q1: 2,892 shares; 2025Q2: 2,931 shares; 2025Q3: 1,932 shares; 2025Q4: 1,932 shares; 2026Q1: 2,708 shares; 2026Q2: 2,147 shares 2,147 $322K 0.01% -561 Timeline PXH 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: 11,858 shares; 2025Q1: 12,132 shares; 2025Q2: 10,655 shares; 2025Q3: 10,971 shares; 2025Q4: 10,962 shares; 2026Q1: 11,034 shares; 2026Q2: 11,353 shares 11,353 $317K 0.01% +319 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 575 shares; 2026Q1: 638 shares; 2026Q2: 635 shares 635 $314K 0.01% -3 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,014 shares; 2024Q4: 25,005 shares; 2025Q1: 49,658 shares; 2025Q2: 70,033 shares; 2025Q3: 72,214 shares; 2025Q4: 151,005 shares; 2026Q1: 101,066 shares; 2026Q2: 51,066 shares 51,066 $314K 0.01% -50,000 Timeline REXR REXFORD INDL RLTY INC More: the full row for REXFORD INDL RLTY 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: 9,344 shares 9,344 $313K 0.01% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,199 shares; 2026Q1: 2,886 shares; 2026Q2: 3,515 shares 3,515 $311K 0.01% +629 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,736 shares; 2025Q4: 1,952 shares; 2026Q1: not reported; 2026Q2: 3,095 shares 3,095 $310K 0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS 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: 4,279 shares 4,279 $307K 0.01% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,935 shares; 2024Q4: 7,714 shares; 2025Q1: 3,982 shares; 2025Q2: 3,262 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 3,093 shares; 2026Q2: 2,874 shares 2,874 $307K 0.01% -219 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,615 shares 1,615 $306K 0.01% +210 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: not reported; 2026Q2: 1,498 shares 1,498 $302K 0.01% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,411 shares; 2025Q3: 10,411 shares; 2025Q4: 9,941 shares; 2026Q1: 9,742 shares; 2026Q2: 11,588 shares 11,588 $301K 0.01% +1,846 Timeline BAB 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: 24,911 shares; 2025Q4: 30,156 shares; 2026Q1: 17,521 shares; 2026Q2: 11,173 shares 11,173 $300K 0.01% -6,348 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares; 2026Q2: 11,700 shares 11,700 $297K 0.01% 0 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: 1,623 shares; 2025Q1: 1,638 shares; 2025Q2: 1,539 shares; 2025Q3: 1,539 shares; 2025Q4: 1,546 shares; 2026Q1: 1,854 shares; 2026Q2: 1,857 shares 1,857 $297K 0.01% +3 Timeline IBMS 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: 11,431 shares; 2025Q4: 11,431 shares; 2026Q1: 11,431 shares; 2026Q2: 11,431 shares 11,431 $296K 0.01% 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: 1,533 shares; 2025Q4: 1,728 shares; 2026Q1: 1,385 shares; 2026Q2: 1,422 shares 1,422 $294K 0.01% +37 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,596 shares; 2024Q4: 7,217 shares; 2025Q1: 7,521 shares; 2025Q2: 46,707 shares; 2025Q3: 5,987 shares; 2025Q4: 6,029 shares; 2026Q1: 6,053 shares; 2026Q2: 6,030 shares 6,030 $293K 0.01% -23 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 161 shares; 2025Q2: 1,870 shares; 2025Q3: not reported; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $292K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,002 shares; 2024Q4: 1,993 shares; 2025Q1: 1,952 shares; 2025Q2: 1,977 shares; 2025Q3: 1,951 shares; 2025Q4: 2,155 shares; 2026Q1: 2,584 shares; 2026Q2: 2,701 shares 2,701 $292K 0.01% +117 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 3,387 shares; 2025Q1: 3,139 shares; 2025Q2: 2,356 shares; 2025Q3: 3,355 shares; 2025Q4: 2,897 shares; 2026Q1: 2,772 shares; 2026Q2: 2,707 shares 2,707 $291K 0.01% -65 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,920 shares; 2025Q4: 15,599 shares; 2026Q1: 8,940 shares; 2026Q2: 5,698 shares 5,698 $291K 0.01% -3,242 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,539 shares; 2024Q4: 1,390 shares; 2025Q1: 1,696 shares; 2025Q2: 1,525 shares; 2025Q3: 1,688 shares; 2025Q4: 1,588 shares; 2026Q1: 1,195 shares; 2026Q2: 874 shares 874 $290K 0.01% -321 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,132 shares 2,132 $289K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,133 shares; 2025Q1: not reported; 2025Q2: 2,564 shares; 2025Q3: 2,236 shares; 2025Q4: 2,236 shares; 2026Q1: 2,237 shares; 2026Q2: 2,255 shares 2,255 $288K 0.01% +18 Timeline SPTS 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: 22,738 shares; 2025Q4: 27,477 shares; 2026Q1: 15,558 shares; 2026Q2: 9,823 shares 9,823 $285K 0.01% -5,735 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,019 shares; 2024Q4: 22,104 shares; 2025Q1: 21,930 shares; 2025Q2: 7,193 shares; 2025Q3: 7,691 shares; 2025Q4: 7,643 shares; 2026Q1: 7,294 shares; 2026Q2: 6,414 shares 6,414 $285K 0.01% -880 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: 1,152 shares; 2025Q1: 1,110 shares; 2025Q2: 1,052 shares; 2025Q3: 870 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 831 shares 831 $285K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,591 shares; 2024Q4: 22,160 shares; 2025Q1: 18,650 shares; 2025Q2: 13,523 shares; 2025Q3: 12,015 shares; 2025Q4: 9,113 shares; 2026Q1: 7,055 shares; 2026Q2: 7,815 shares 7,815 $282K 0.01% +760 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439 shares; 2026Q1: 1,440 shares; 2026Q2: 1,264 shares 1,264 $282K 0.01% -176 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,638 shares 7,638 $282K 0.01% new Timeline IYY 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: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 3,160 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $273K 0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 811 shares; 2025Q3: 724 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,139 shares 4,139 $272K 0.01% new Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,202 shares; 2025Q4: 8,558 shares; 2026Q1: 8,949 shares; 2026Q2: 9,049 shares 9,049 $271K 0.01% +100 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,862 shares 7,862 $269K 0.01% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,289 shares 5,289 $267K 0.01% new Timeline IBHJ 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: 17,035 shares; 2025Q4: 18,255 shares; 2026Q1: 13,335 shares; 2026Q2: 10,005 shares 10,005 $265K 0.01% -3,330 Timeline IBHH 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: 19,063 shares; 2025Q4: 20,428 shares; 2026Q1: 14,923 shares; 2026Q2: 11,200 shares 11,200 $263K 0.01% -3,723 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: not reported; 2025Q4: 2,201 shares; 2026Q1: 2,238 shares; 2026Q2: 2,268 shares 2,268 $263K 0.01% +30 Timeline IBHI 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: 19,148 shares; 2025Q4: 20,519 shares; 2026Q1: 14,987 shares; 2026Q2: 11,245 shares 11,245 $263K 0.01% -3,742 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,968 shares 1,968 $261K 0.01% new Timeline