IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101,234 shares; 2024Q4: 1,061,238 shares; 2025Q1: 967,429 shares; 2025Q2: 937,942 shares; 2025Q3: 913,582 shares; 2025Q4: 906,369 shares; 2026Q1: 940,582 shares; 2026Q2: 3,659,660 shares 3,659,660 $454M 15.33% +2,719,078 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: 1,883,364 shares; 2024Q4: 1,830,593 shares; 2025Q1: 1,784,053 shares; 2025Q2: 1,732,187 shares; 2025Q3: 1,703,294 shares; 2025Q4: 1,686,679 shares; 2026Q1: 1,749,104 shares; 2026Q2: 1,715,696 shares 1,715,696 $416M 14.03% -33,408 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: 9,244,383 shares; 2024Q4: 4,125,185 shares; 2025Q1: 4,139,060 shares; 2025Q2: 4,536,877 shares; 2025Q3: 4,455,248 shares; 2025Q4: 4,438,690 shares; 2026Q1: 10,136,473 shares; 2026Q2: 10,027,856 shares 10,027,856 $291M 9.81% -108,617 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,329,519 shares; 2024Q4: 3,311,337 shares; 2025Q1: 3,246,154 shares; 2025Q2: 5,687,092 shares; 2025Q3: 5,588,581 shares; 2025Q4: 5,621,794 shares; 2026Q1: 5,924,374 shares; 2026Q2: 5,846,343 shares 5,846,343 $166M 5.6% -78,031 Timeline SPTL 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: 112,915 shares; 2024Q4: 5,536,473 shares; 2025Q1: 5,435,247 shares; 2025Q2: 5,284,036 shares; 2025Q3: 5,239,246 shares; 2025Q4: 5,076,403 shares; 2026Q1: 5,563,987 shares; 2026Q2: 5,617,536 shares 5,617,536 $147M 4.97% +53,549 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 426,505 shares; 2025Q3: 421,756 shares; 2025Q4: 1,675,946 shares; 2026Q1: 1,733,147 shares; 2026Q2: 1,746,448 shares 1,746,448 $79.2M 2.67% +13,301 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: 302,513 shares; 2024Q4: 280,681 shares; 2025Q1: 278,162 shares; 2025Q2: 263,655 shares; 2025Q3: 245,524 shares; 2025Q4: 245,055 shares; 2026Q1: 248,730 shares; 2026Q2: 243,530 shares 243,530 $73.2M 2.47% -5,200 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,054,786 shares; 2024Q4: 3,006,910 shares; 2025Q1: 2,946,255 shares; 2025Q2: 2,883,167 shares; 2025Q3: 2,833,044 shares; 2025Q4: 2,829,992 shares; 2026Q1: 2,998,377 shares; 2026Q2: 2,943,106 shares 2,943,106 $65.8M 2.22% -55,271 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: 1,525,254 shares; 2024Q4: 1,497,347 shares; 2025Q1: 1,469,899 shares; 2025Q2: 1,439,421 shares; 2025Q3: 1,416,356 shares; 2025Q4: 1,412,173 shares; 2026Q1: 1,476,355 shares; 2026Q2: 1,449,863 shares 1,449,863 $59M 1.99% -26,492 Timeline IBTO 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: 2,470,895 shares; 2025Q1: 2,404,102 shares; 2025Q2: 2,322,883 shares; 2025Q3: 2,268,573 shares; 2025Q4: 2,264,703 shares; 2026Q1: 2,411,272 shares; 2026Q2: 2,365,635 shares 2,365,635 $57.1M 1.93% -45,637 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: 276,573 shares; 2024Q4: 266,747 shares; 2025Q1: 256,877 shares; 2025Q2: 247,352 shares; 2025Q3: 242,960 shares; 2025Q4: 240,847 shares; 2026Q1: 243,246 shares; 2026Q2: 239,042 shares 239,042 $56.6M 1.91% -4,204 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: 607,321 shares; 2024Q4: 604,371 shares; 2025Q1: 496,516 shares; 2025Q2: 308,191 shares; 2025Q3: 303,252 shares; 2025Q4: 210,630 shares; 2026Q1: 147,877 shares; 2026Q2: 146,532 shares 146,532 $54M 1.82% -1,345 Timeline SPTB 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: 1,626,284 shares; 2025Q1: 1,621,427 shares; 2025Q2: 1,591,477 shares; 2025Q3: 1,563,580 shares; 2025Q4: 1,560,315 shares; 2026Q1: 1,659,459 shares; 2026Q2: 1,615,951 shares 1,615,951 $48.6M 1.64% -43,508 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: 264,247 shares; 2024Q4: 255,896 shares; 2025Q1: 249,589 shares; 2025Q2: 242,249 shares; 2025Q3: 238,485 shares; 2025Q4: 235,182 shares; 2026Q1: 252,907 shares; 2026Q2: 246,217 shares 246,217 $40.5M 1.37% -6,690 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: 1,770,092 shares; 2024Q4: 1,795,153 shares; 2025Q1: 1,507,283 shares; 2025Q2: 1,100,185 shares; 2025Q3: 1,080,792 shares; 2025Q4: 707,035 shares; 2026Q1: 491,235 shares; 2026Q2: 483,983 shares 483,983 $36.5M 1.23% -7,252 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: 149,275 shares; 2024Q4: 148,008 shares; 2025Q1: 135,900 shares; 2025Q2: 130,669 shares; 2025Q3: 125,773 shares; 2025Q4: 121,708 shares; 2026Q1: 128,801 shares; 2026Q2: 125,597 shares 125,597 $36.3M 1.23% -3,204 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: 85,112 shares; 2024Q4: 83,727 shares; 2025Q1: 81,063 shares; 2025Q2: 76,292 shares; 2025Q3: 87,435 shares; 2025Q4: 95,806 shares; 2026Q1: 98,388 shares; 2026Q2: 98,367 shares 98,367 $35.2M 1.19% -21 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: 592,418 shares; 2024Q4: 569,692 shares; 2025Q1: 571,212 shares; 2025Q2: 552,994 shares; 2025Q3: 539,191 shares; 2025Q4: 535,142 shares; 2026Q1: 568,683 shares; 2026Q2: 555,123 shares 555,123 $32.7M 1.1% -13,560 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: 524,346 shares; 2024Q4: 513,991 shares; 2025Q1: 503,373 shares; 2025Q2: 492,215 shares; 2025Q3: 484,615 shares; 2025Q4: 482,448 shares; 2026Q1: 503,040 shares; 2026Q2: 495,238 shares 495,238 $29.6M 1% -7,802 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: 126,457 shares; 2024Q4: 125,393 shares; 2025Q1: 112,371 shares; 2025Q2: 107,355 shares; 2025Q3: 90,273 shares; 2025Q4: 87,741 shares; 2026Q1: 77,554 shares; 2026Q2: 75,279 shares 75,279 $28.4M 0.96% -2,275 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: 166,149 shares; 2024Q4: 166,209 shares; 2025Q1: 159,767 shares; 2025Q2: 159,698 shares; 2025Q3: 147,866 shares; 2025Q4: 140,062 shares; 2026Q1: 141,671 shares; 2026Q2: 137,836 shares 137,836 $27.6M 0.93% -3,835 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: 78,080 shares; 2024Q4: 78,050 shares; 2025Q1: 88,826 shares; 2025Q2: 85,935 shares; 2025Q3: 85,169 shares; 2025Q4: 100,849 shares; 2026Q1: 114,011 shares; 2026Q2: 112,845 shares 112,845 $26.9M 0.91% -1,166 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: 88,737 shares; 2024Q4: 88,077 shares; 2025Q1: 80,556 shares; 2025Q2: 77,262 shares; 2025Q3: 72,546 shares; 2025Q4: 70,546 shares; 2026Q1: 71,278 shares; 2026Q2: 68,692 shares 68,692 $25.6M 0.86% -2,586 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 94,067 shares; 2025Q1: 93,958 shares; 2025Q2: 88,762 shares; 2025Q3: 87,411 shares; 2025Q4: 84,587 shares; 2026Q1: 94,494 shares; 2026Q2: 93,040 shares 93,040 $23.8M 0.8% -1,454 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: 57,502 shares; 2024Q4: 58,305 shares; 2025Q1: 56,786 shares; 2025Q2: 53,503 shares; 2025Q3: 53,271 shares; 2025Q4: 39,663 shares; 2026Q1: 25,122 shares; 2026Q2: 18,942 shares 18,942 $21.9M 0.74% -6,180 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: 20,025 shares; 2024Q4: 15,733 shares; 2025Q1: 15,289 shares; 2025Q2: 12,925 shares; 2025Q3: 12,661 shares; 2025Q4: 14,421 shares; 2026Q1: 14,815 shares; 2026Q2: 14,538 shares 14,538 $17.4M 0.59% -277 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: 75,871 shares; 2024Q4: 74,742 shares; 2025Q1: 74,530 shares; 2025Q2: 71,113 shares; 2025Q3: 70,206 shares; 2025Q4: 68,004 shares; 2026Q1: 65,655 shares; 2026Q2: 50,222 shares 50,222 $16.4M 0.55% -15,433 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: 175,363 shares; 2024Q4: 168,888 shares; 2025Q1: 159,260 shares; 2025Q2: 139,919 shares; 2025Q3: 134,023 shares; 2025Q4: 133,856 shares; 2026Q1: 137,745 shares; 2026Q2: 135,150 shares 135,150 $14M 0.47% -2,595 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: 18,434 shares; 2024Q4: 18,166 shares; 2025Q1: 17,381 shares; 2025Q2: 16,265 shares; 2025Q3: 55,562 shares; 2025Q4: 54,786 shares; 2026Q1: 53,610 shares; 2026Q2: 52,696 shares 52,696 $13.4M 0.45% -914 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: 238,096 shares; 2024Q4: 234,432 shares; 2025Q1: 232,773 shares; 2025Q2: 219,791 shares; 2025Q3: 216,418 shares; 2025Q4: 235,767 shares; 2026Q1: 230,352 shares; 2026Q2: 226,467 shares 226,467 $12.9M 0.44% -3,885 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: 274,705 shares; 2024Q4: 259,640 shares; 2025Q1: 235,865 shares; 2025Q2: 205,715 shares; 2025Q3: 190,315 shares; 2025Q4: 190,315 shares; 2026Q1: 190,315 shares; 2026Q2: 185,640 shares 185,640 $12.7M 0.43% -4,675 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: 80,399 shares; 2024Q4: 79,305 shares; 2025Q1: 78,875 shares; 2025Q2: 85,349 shares; 2025Q3: 104,258 shares; 2025Q4: 101,415 shares; 2026Q1: 111,657 shares; 2026Q2: 109,801 shares 109,801 $12.4M 0.42% -1,856 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: 67,258 shares; 2024Q4: 66,651 shares; 2025Q1: 66,418 shares; 2025Q2: 82,771 shares; 2025Q3: 81,881 shares; 2025Q4: 84,389 shares; 2026Q1: 83,086 shares; 2026Q2: 81,280 shares 81,280 $12.3M 0.42% -1,806 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 897,855 shares; 2025Q3: 885,198 shares; 2025Q4: 887,771 shares; 2026Q1: 230,378 shares; 2026Q2: 227,302 shares 227,302 $12.2M 0.41% -3,076 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: 68,062 shares; 2024Q4: 67,094 shares; 2025Q1: 67,652 shares; 2025Q2: 63,585 shares; 2025Q3: 62,701 shares; 2025Q4: 61,139 shares; 2026Q1: 59,057 shares; 2026Q2: 57,876 shares 57,876 $12.1M 0.41% -1,181 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: 32,094 shares; 2024Q4: 30,804 shares; 2025Q1: 30,782 shares; 2025Q2: 29,213 shares; 2025Q3: 29,027 shares; 2025Q4: 28,632 shares; 2026Q1: 27,986 shares; 2026Q2: 27,327 shares 27,327 $10.9M 0.37% -659 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: 22,091 shares; 2024Q4: 21,193 shares; 2025Q1: 21,081 shares; 2025Q2: 20,965 shares; 2025Q3: 20,676 shares; 2025Q4: 25,923 shares; 2026Q1: 28,345 shares; 2026Q2: 27,727 shares 27,727 $10M 0.34% -618 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,566 shares; 2024Q4: 47,281 shares; 2025Q1: 46,723 shares; 2025Q2: 44,544 shares; 2025Q3: 43,935 shares; 2025Q4: 74,555 shares; 2026Q1: 72,918 shares; 2026Q2: 71,599 shares 71,599 $9.79M 0.33% -1,319 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: 73,261 shares; 2024Q4: 72,891 shares; 2025Q1: 72,777 shares; 2025Q2: 69,130 shares; 2025Q3: 69,988 shares; 2025Q4: 67,438 shares; 2026Q1: 69,660 shares; 2026Q2: 68,507 shares 68,507 $9.59M 0.32% -1,153 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: 20,742 shares; 2024Q4: 20,919 shares; 2025Q1: 21,575 shares; 2025Q2: 20,982 shares; 2025Q3: 20,523 shares; 2025Q4: 19,866 shares; 2026Q1: 19,936 shares; 2026Q2: 16,760 shares 16,760 $9.44M 0.32% -3,176 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: 152,230 shares; 2024Q4: 170,705 shares; 2025Q1: 155,055 shares; 2025Q2: 135,205 shares; 2025Q3: 125,055 shares; 2025Q4: 125,055 shares; 2026Q1: 125,055 shares; 2026Q2: 121,980 shares 121,980 $9.28M 0.31% -3,075 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: 194,100 shares; 2024Q4: 191,406 shares; 2025Q1: 195,987 shares; 2025Q2: 182,652 shares; 2025Q3: 179,618 shares; 2025Q4: 175,797 shares; 2026Q1: 171,131 shares; 2026Q2: 167,510 shares 167,510 $9.08M 0.31% -3,621 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: 34,980 shares; 2024Q4: 34,448 shares; 2025Q1: 34,861 shares; 2025Q2: 33,093 shares; 2025Q3: 32,731 shares; 2025Q4: 31,570 shares; 2026Q1: 30,391 shares; 2026Q2: 29,653 shares 29,653 $8.84M 0.3% -738 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,052 shares; 2024Q4: 68,996 shares; 2025Q1: 70,495 shares; 2025Q2: 66,401 shares; 2025Q3: 65,375 shares; 2025Q4: 63,902 shares; 2026Q1: 61,940 shares; 2026Q2: 60,705 shares 60,705 $8.69M 0.29% -1,235 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: 113,102 shares; 2024Q4: 111,519 shares; 2025Q1: 112,281 shares; 2025Q2: 107,637 shares; 2025Q3: 114,499 shares; 2025Q4: 111,928 shares; 2026Q1: 107,793 shares; 2026Q2: 105,628 shares 105,628 $8.58M 0.29% -2,165 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: 61,640 shares; 2024Q4: 60,822 shares; 2025Q1: 61,257 shares; 2025Q2: 58,206 shares; 2025Q3: 57,371 shares; 2025Q4: 65,495 shares; 2026Q1: 63,024 shares; 2026Q2: 61,775 shares 61,775 $7.82M 0.26% -1,249 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 95,752 shares; 2025Q1: 153,157 shares; 2025Q2: 146,058 shares; 2025Q3: 144,196 shares; 2025Q4: 133,850 shares; 2026Q1: 131,326 shares; 2026Q2: 128,799 shares 128,799 $7.67M 0.26% -2,527 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: 98,345 shares; 2024Q4: 66,039 shares; 2025Q1: 65,435 shares; 2025Q2: 61,053 shares; 2025Q3: 60,415 shares; 2025Q4: 59,417 shares; 2026Q1: 58,226 shares; 2026Q2: 56,795 shares 56,795 $7.3M 0.25% -1,431 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: 30,817 shares; 2024Q4: 30,104 shares; 2025Q1: 30,526 shares; 2025Q2: 28,863 shares; 2025Q3: 28,433 shares; 2025Q4: 27,784 shares; 2026Q1: 26,696 shares; 2026Q2: 26,137 shares 26,137 $7.11M 0.24% -559 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: 3,464 shares; 2024Q4: 3,508 shares; 2025Q1: 3,452 shares; 2025Q2: 3,300 shares; 2025Q3: 3,221 shares; 2025Q4: 3,487 shares; 2026Q1: 2,415 shares; 2026Q2: 23,480 shares 23,480 $7.08M 0.24% +21,065 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: 42,860 shares; 2024Q4: 42,257 shares; 2025Q1: 41,628 shares; 2025Q2: 39,793 shares; 2025Q3: 39,217 shares; 2025Q4: 38,162 shares; 2026Q1: 32,308 shares; 2026Q2: 31,639 shares 31,639 $7.05M 0.24% -669 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: 46,001 shares; 2025Q1: 44,908 shares; 2025Q2: 43,211 shares; 2025Q3: 42,762 shares; 2025Q4: 41,620 shares; 2026Q1: 41,685 shares; 2026Q2: 40,495 shares 40,495 $6.88M 0.23% -1,190 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: 31,088 shares; 2024Q4: 30,575 shares; 2025Q1: 30,349 shares; 2025Q2: 28,957 shares; 2025Q3: 28,527 shares; 2025Q4: 27,689 shares; 2026Q1: 16,782 shares; 2026Q2: 16,075 shares 16,075 $6.85M 0.23% -707 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: 403,834 shares; 2024Q4: 397,686 shares; 2025Q1: 403,758 shares; 2025Q2: 393,396 shares; 2025Q3: 384,045 shares; 2025Q4: 369,743 shares; 2026Q1: 330,398 shares; 2026Q2: 324,599 shares 324,599 $6.72M 0.23% -5,799 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: 40,455 shares; 2024Q4: 48,659 shares; 2025Q1: 48,227 shares; 2025Q2: 49,422 shares; 2025Q3: 48,418 shares; 2025Q4: 55,496 shares; 2026Q1: 54,046 shares; 2026Q2: 53,145 shares 53,145 $6.71M 0.23% -901 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,060 shares; 2025Q4: 9,760 shares; 2026Q1: 7,044 shares; 2026Q2: 6,936 shares 6,936 $6.69M 0.23% -108 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: 24,319 shares; 2024Q4: 24,150 shares; 2025Q1: 30,143 shares; 2025Q2: 28,797 shares; 2025Q3: 28,394 shares; 2025Q4: 27,153 shares; 2026Q1: 26,486 shares; 2026Q2: 36,636 shares 36,636 $6.63M 0.22% +10,150 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,789 shares; 2024Q4: 68,156 shares; 2025Q1: 67,652 shares; 2025Q2: 66,882 shares; 2025Q3: 66,614 shares; 2025Q4: 65,160 shares; 2026Q1: 63,624 shares; 2026Q2: 62,611 shares 62,611 $6.58M 0.22% -1,013 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: 102,029 shares; 2024Q4: 129,240 shares; 2025Q1: 130,852 shares; 2025Q2: 124,721 shares; 2025Q3: 122,959 shares; 2025Q4: 120,566 shares; 2026Q1: 115,180 shares; 2026Q2: 79,491 shares 79,491 $6.57M 0.22% -35,689 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: 80,740 shares; 2024Q4: 79,510 shares; 2025Q1: 79,735 shares; 2025Q2: 76,117 shares; 2025Q3: 75,058 shares; 2025Q4: 72,003 shares; 2026Q1: 69,675 shares; 2026Q2: 68,386 shares 68,386 $6.55M 0.22% -1,289 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: 45,059 shares; 2024Q4: 44,332 shares; 2025Q1: 44,242 shares; 2025Q2: 42,378 shares; 2025Q3: 41,763 shares; 2025Q4: 40,366 shares; 2026Q1: 39,383 shares; 2026Q2: 38,643 shares 38,643 $6.41M 0.22% -740 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: 878,778 shares; 2024Q4: 830,783 shares; 2025Q1: 428,518 shares; 2025Q2: 392,268 shares; 2025Q3: 383,970 shares; 2025Q4: 380,024 shares; 2026Q1: 46,275 shares; 2026Q2: 43,375 shares 43,375 $6.35M 0.21% -2,900 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,869 shares; 2025Q1: 10,875 shares; 2025Q2: 8,879 shares; 2025Q3: 71,103 shares; 2025Q4: 69,660 shares; 2026Q1: 68,195 shares; 2026Q2: 67,680 shares 67,680 $6.34M 0.21% -515 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: 136,902 shares; 2024Q4: 131,504 shares; 2025Q1: 169,438 shares; 2025Q2: 161,475 shares; 2025Q3: 157,688 shares; 2025Q4: 152,465 shares; 2026Q1: 150,386 shares; 2026Q2: 147,093 shares 147,093 $6.23M 0.21% -3,293 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: 19,156 shares; 2024Q4: 23,138 shares; 2025Q1: 22,992 shares; 2025Q2: 26,170 shares; 2025Q3: 25,805 shares; 2025Q4: 24,946 shares; 2026Q1: 24,461 shares; 2026Q2: 24,065 shares 24,065 $6.06M 0.2% -396 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: 45,380 shares; 2024Q4: 67,725 shares; 2025Q1: 67,901 shares; 2025Q2: 64,871 shares; 2025Q3: 63,890 shares; 2025Q4: 71,137 shares; 2026Q1: 70,123 shares; 2026Q2: 68,500 shares 68,500 $6.01M 0.2% -1,623 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: 18,956 shares; 2024Q4: 18,965 shares; 2025Q1: 16,824 shares; 2025Q2: 16,676 shares; 2025Q3: 18,939 shares; 2025Q4: 18,228 shares; 2026Q1: 18,147 shares; 2026Q2: 17,435 shares 17,435 $5.98M 0.2% -712 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,604 shares 49,604 $5.82M 0.2% new 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: 63,814 shares; 2024Q4: 62,657 shares; 2025Q1: 62,581 shares; 2025Q2: 59,809 shares; 2025Q3: 72,080 shares; 2025Q4: 69,696 shares; 2026Q1: 62,329 shares; 2026Q2: 61,021 shares 61,021 $5.54M 0.19% -1,308 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: 29,788 shares; 2026Q2: 29,158 shares 29,158 $5.53M 0.19% -630 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,032 shares; 2025Q2: 929 shares; 2025Q3: 1,569 shares; 2025Q4: 1,444 shares; 2026Q1: 5,165 shares; 2026Q2: 5,174 shares 5,174 $5.23M 0.18% +9 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,305 shares; 2024Q4: 23,105 shares; 2025Q1: 20,930 shares; 2025Q2: 18,305 shares; 2025Q3: 16,955 shares; 2025Q4: 16,750 shares; 2026Q1: 16,750 shares; 2026Q2: 62,850 shares 62,850 $5.16M 0.17% +46,100 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: 26,555 shares; 2024Q4: 26,119 shares; 2025Q1: 26,084 shares; 2025Q2: 24,636 shares; 2025Q3: 24,263 shares; 2025Q4: 23,743 shares; 2026Q1: 22,847 shares; 2026Q2: 22,338 shares 22,338 $5M 0.17% -509 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: 11,292 shares; 2024Q4: 11,153 shares; 2025Q1: 11,203 shares; 2025Q2: 10,637 shares; 2025Q3: 10,459 shares; 2025Q4: 10,178 shares; 2026Q1: 9,906 shares; 2026Q2: 9,734 shares 9,734 $4.96M 0.17% -172 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 15,358 shares; 2025Q4: 18,288 shares; 2026Q1: 17,824 shares; 2026Q2: 17,439 shares 17,439 $4.9M 0.17% -385 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,900 shares; 2024Q4: 74,435 shares; 2025Q1: 66,075 shares; 2025Q2: 58,225 shares; 2025Q3: 53,875 shares; 2025Q4: 84,419 shares; 2026Q1: 57,005 shares; 2026Q2: 55,680 shares 55,680 $4.81M 0.16% -1,325 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: 16,991 shares; 2024Q4: 16,743 shares; 2025Q1: 16,717 shares; 2025Q2: 15,892 shares; 2025Q3: 15,643 shares; 2025Q4: 15,162 shares; 2026Q1: 14,394 shares; 2026Q2: 14,095 shares 14,095 $4.65M 0.16% -299 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: 6,330 shares; 2024Q4: 6,442 shares; 2025Q1: 6,295 shares; 2025Q2: 5,846 shares; 2025Q3: 5,757 shares; 2025Q4: 5,357 shares; 2026Q1: 29,215 shares; 2026Q2: 28,908 shares 28,908 $4.62M 0.16% -307 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: 12,009 shares; 2024Q4: 11,883 shares; 2025Q1: 12,001 shares; 2025Q2: 11,143 shares; 2025Q3: 11,265 shares; 2025Q4: 11,104 shares; 2026Q1: 11,191 shares; 2026Q2: 10,863 shares 10,863 $4.57M 0.15% -328 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: 71,190 shares; 2024Q4: 70,335 shares; 2025Q1: 71,225 shares; 2025Q2: 66,744 shares; 2025Q3: 65,542 shares; 2025Q4: 63,700 shares; 2026Q1: 61,979 shares; 2026Q2: 61,200 shares 61,200 $4.4M 0.15% -779 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,299 shares; 2025Q3: 21,426 shares; 2025Q4: 20,933 shares; 2026Q1: 20,586 shares; 2026Q2: 20,280 shares 20,280 $4.08M 0.14% -306 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,701 shares; 2026Q1: 5,645 shares; 2026Q2: 5,629 shares 5,629 $4.01M 0.14% -16 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: 6,221 shares; 2024Q4: 12,371 shares; 2025Q1: 11,949 shares; 2025Q2: 12,117 shares; 2025Q3: 11,928 shares; 2025Q4: 11,562 shares; 2026Q1: 11,433 shares; 2026Q2: 11,433 shares 11,433 $3.9M 0.13% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,845 shares; 2024Q4: 15,552 shares; 2025Q1: 15,303 shares; 2025Q2: 14,922 shares; 2025Q3: 14,795 shares; 2025Q4: 14,022 shares; 2026Q1: 14,063 shares; 2026Q2: 13,807 shares 13,807 $3.85M 0.13% -256 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,913 shares 17,913 $3.8M 0.13% new Timeline M MACYS INC More: the full row for MACYS 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: 153,922 shares 153,922 $3.62M 0.12% new 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: 34,240 shares; 2024Q4: 33,727 shares; 2025Q1: 36,220 shares; 2025Q2: 34,186 shares; 2025Q3: 27,494 shares; 2025Q4: 27,196 shares; 2026Q1: 31,649 shares; 2026Q2: 30,830 shares 30,830 $3.6M 0.12% -819 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: 11,680 shares; 2024Q4: 17,767 shares; 2025Q1: 22,521 shares; 2025Q2: 21,427 shares; 2025Q3: 18,080 shares; 2025Q4: 17,387 shares; 2026Q1: 25,730 shares; 2026Q2: 23,907 shares 23,907 $3.5M 0.12% -1,823 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: 54,553 shares; 2024Q4: 53,288 shares; 2025Q1: 50,879 shares; 2025Q2: 50,304 shares; 2025Q3: 50,209 shares; 2025Q4: 48,323 shares; 2026Q1: 48,265 shares; 2026Q2: 47,500 shares 47,500 $3.43M 0.12% -765 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,367 shares; 2024Q4: 68,750 shares; 2025Q1: 69,351 shares; 2025Q2: 66,012 shares; 2025Q3: 65,080 shares; 2025Q4: 63,144 shares; 2026Q1: 60,598 shares; 2026Q2: 59,193 shares 59,193 $3.42M 0.12% -1,405 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: not reported; 2024Q4: 5,264 shares; 2025Q1: 5,236 shares; 2025Q2: 4,865 shares; 2025Q3: 4,821 shares; 2025Q4: 3,322 shares; 2026Q1: 3,337 shares; 2026Q2: 3,276 shares 3,276 $3.41M 0.12% -61 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: 10,415 shares; 2024Q4: 10,518 shares; 2025Q1: 10,401 shares; 2025Q2: 10,172 shares; 2025Q3: 10,115 shares; 2025Q4: 9,957 shares; 2026Q1: 10,001 shares; 2026Q2: 9,671 shares 9,671 $3.41M 0.12% -330 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: 88,756 shares; 2024Q4: 88,264 shares; 2025Q1: 87,402 shares; 2025Q2: 83,586 shares; 2025Q3: 82,529 shares; 2025Q4: 78,853 shares; 2026Q1: 61,522 shares; 2026Q2: 60,325 shares 60,325 $3.35M 0.11% -1,197 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: 180,017 shares; 2024Q4: 177,186 shares; 2025Q1: 178,965 shares; 2025Q2: 170,181 shares; 2025Q3: 168,041 shares; 2025Q4: 161,343 shares; 2026Q1: 156,083 shares; 2026Q2: 152,136 shares 152,136 $3.34M 0.11% -3,947 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: 26,295 shares; 2024Q4: 23,543 shares; 2025Q1: 21,961 shares; 2025Q2: 15,869 shares; 2025Q3: 8,978 shares; 2025Q4: 8,844 shares; 2026Q1: 9,749 shares; 2026Q2: 9,368 shares 9,368 $3.31M 0.11% -381 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,581 shares; 2026Q2: 98,433 shares 98,433 $3.21M 0.11% +4,852 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: 41,650 shares; 2024Q4: 41,817 shares; 2025Q1: 41,676 shares; 2025Q2: 39,102 shares; 2025Q3: 38,663 shares; 2025Q4: 37,824 shares; 2026Q1: 8,522 shares; 2026Q2: 7,327 shares 7,327 $3.16M 0.11% -1,195 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: 63,778 shares; 2024Q4: 123,580 shares; 2025Q1: 111,774 shares; 2025Q2: 100,283 shares; 2025Q3: 94,648 shares; 2025Q4: 91,697 shares; 2026Q1: 135,954 shares; 2026Q2: 129,666 shares 129,666 $3.13M 0.11% -6,288 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,126 shares; 2026Q2: 13,771 shares 13,771 $3.13M 0.11% +645 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,259 shares 90,259 $3M 0.1% 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: 16,771 shares; 2024Q4: 16,495 shares; 2025Q1: 16,278 shares; 2025Q2: 15,371 shares; 2025Q3: 15,204 shares; 2025Q4: 7,431 shares; 2026Q1: 7,256 shares; 2026Q2: 7,053 shares 7,053 $2.93M 0.1% -203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,485 shares 31,485 $2.89M 0.1% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,567 shares; 2026Q1: 34,774 shares; 2026Q2: 34,304 shares 34,304 $2.83M 0.1% -470 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,392 shares; 2025Q1: 2,333 shares; 2025Q2: 32,519 shares; 2025Q3: 32,737 shares; 2025Q4: 31,514 shares; 2026Q1: 31,620 shares; 2026Q2: 30,379 shares 30,379 $2.8M 0.09% -1,241 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: not reported; 2026Q1: 65,603 shares; 2026Q2: 65,506 shares 65,506 $2.71M 0.09% -97 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,672 shares; 2024Q4: 26,672 shares; 2025Q1: 26,672 shares; 2025Q2: 26,355 shares; 2025Q3: 26,355 shares; 2025Q4: 26,355 shares; 2026Q1: 22,463 shares; 2026Q2: 19,224 shares 19,224 $2.63M 0.09% -3,239 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,465,947 shares; 2024Q4: 162,551 shares; 2025Q1: 146,225 shares; 2025Q2: 127,725 shares; 2025Q3: 118,125 shares; 2025Q4: 118,125 shares; 2026Q1: 118,125 shares; 2026Q2: 115,225 shares 115,225 $2.62M 0.09% -2,900 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,165 shares; 2024Q4: 38,089 shares; 2025Q1: 34,446 shares; 2025Q2: 30,894 shares; 2025Q3: 29,146 shares; 2025Q4: 28,573 shares; 2026Q1: 28,262 shares; 2026Q2: 26,829 shares 26,829 $2.57M 0.09% -1,433 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: 10,824 shares; 2024Q4: 10,630 shares; 2025Q1: 10,712 shares; 2025Q2: 10,206 shares; 2025Q3: 10,087 shares; 2025Q4: 9,757 shares; 2026Q1: 9,313 shares; 2026Q2: 9,134 shares 9,134 $2.47M 0.08% -179 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,363 shares; 2024Q4: 24,653 shares; 2025Q1: 60,117 shares; 2025Q2: 53,959 shares; 2025Q3: 51,040 shares; 2025Q4: 50,138 shares; 2026Q1: 49,793 shares; 2026Q2: 47,312 shares 47,312 $2.43M 0.08% -2,481 Timeline GAP GAP INC More: the full row for GAP 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: 123,166 shares; 2026Q2: 125,680 shares 125,680 $2.35M 0.08% +2,514 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: 7,925 shares; 2024Q4: 7,988 shares; 2025Q1: 7,695 shares; 2025Q2: 7,285 shares; 2025Q3: 4,772 shares; 2025Q4: 4,743 shares; 2026Q1: 4,773 shares; 2026Q2: 4,583 shares 4,583 $2.28M 0.08% -190 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,866 shares; 2024Q4: 1,870 shares; 2025Q1: 1,728 shares; 2025Q2: 1,763 shares; 2025Q3: 1,755 shares; 2025Q4: 1,665 shares; 2026Q1: 1,650 shares; 2026Q2: 1,644 shares 1,644 $2.27M 0.08% -6 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: 7,069 shares; 2024Q4: 7,203 shares; 2025Q1: 7,077 shares; 2025Q2: 6,710 shares; 2025Q3: 6,670 shares; 2025Q4: 6,539 shares; 2026Q1: 6,580 shares; 2026Q2: 6,362 shares 6,362 $2.15M 0.07% -218 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: 52,482 shares; 2024Q4: 49,894 shares; 2025Q1: 47,173 shares; 2025Q2: 46,151 shares; 2025Q3: 45,451 shares; 2025Q4: 43,873 shares; 2026Q1: 23,465 shares; 2026Q2: 22,357 shares 22,357 $2.09M 0.07% -1,108 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: 3,752 shares; 2024Q4: 3,710 shares; 2025Q1: 3,015 shares; 2025Q2: 2,866 shares; 2025Q3: 2,849 shares; 2025Q4: 2,230 shares; 2026Q1: 2,214 shares; 2026Q2: 2,217 shares 2,217 $2.07M 0.07% +3 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: 4,516 shares; 2024Q4: 4,495 shares; 2025Q1: 4,262 shares; 2025Q2: 4,168 shares; 2025Q3: 5,075 shares; 2025Q4: 47,330 shares; 2026Q1: 31,360 shares; 2026Q2: 28,803 shares 28,803 $2.06M 0.07% -2,557 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: 12,903 shares; 2024Q4: 18,793 shares; 2025Q1: 18,657 shares; 2025Q2: 5,202 shares; 2025Q3: 5,215 shares; 2025Q4: 5,200 shares; 2026Q1: 5,020 shares; 2026Q2: 4,882 shares 4,882 $2.03M 0.07% -138 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,136 shares; 2024Q4: 3,136 shares; 2025Q1: 3,136 shares; 2025Q2: 3,136 shares; 2025Q3: 3,136 shares; 2025Q4: 3,136 shares; 2026Q1: 3,136 shares; 2026Q2: 4,094 shares 4,094 $1.98M 0.07% +958 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: 6,809 shares; 2024Q4: 6,893 shares; 2025Q1: 8,432 shares; 2025Q2: 8,095 shares; 2025Q3: 7,767 shares; 2025Q4: 7,489 shares; 2026Q1: 7,499 shares; 2026Q2: 4,971 shares 4,971 $1.98M 0.07% -2,528 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,048 shares; 2024Q4: 43,118 shares; 2025Q1: 40,480 shares; 2025Q2: 37,582 shares; 2025Q3: 37,455 shares; 2025Q4: 37,115 shares; 2026Q1: 37,339 shares; 2026Q2: 36,044 shares 36,044 $1.89M 0.06% -1,295 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: 56,162 shares; 2024Q4: 56,006 shares; 2025Q1: 43,732 shares; 2025Q2: 42,115 shares; 2025Q3: 27,585 shares; 2025Q4: 24,907 shares; 2026Q1: 17,951 shares; 2026Q2: 18,509 shares 18,509 $1.86M 0.06% +558 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,601 shares; 2024Q4: 6,598 shares; 2025Q1: 6,125 shares; 2025Q2: 6,024 shares; 2025Q3: 5,983 shares; 2025Q4: 5,492 shares; 2026Q1: 5,478 shares; 2026Q2: 5,465 shares 5,465 $1.74M 0.06% -13 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,576 shares; 2024Q4: 2,571 shares; 2025Q1: 2,388 shares; 2025Q2: 2,339 shares; 2025Q3: 2,315 shares; 2025Q4: 2,105 shares; 2026Q1: 2,098 shares; 2026Q2: 2,092 shares 2,092 $1.66M 0.06% -6 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: 10,191 shares; 2024Q4: 10,069 shares; 2025Q1: 9,386 shares; 2025Q2: 9,514 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $1.59M 0.05% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,100 shares; 2024Q4: 22,900 shares; 2025Q1: 20,775 shares; 2025Q2: 18,100 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares; 2026Q1: 16,750 shares; 2026Q2: 16,350 shares 16,350 $1.58M 0.05% -400 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,761 shares; 2024Q4: 55,943 shares; 2025Q1: 53,484 shares; 2025Q2: 52,458 shares; 2025Q3: 49,845 shares; 2025Q4: 47,903 shares; 2026Q1: 48,006 shares; 2026Q2: 47,445 shares 47,445 $1.54M 0.05% -561 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: 20,610 shares; 2024Q4: 20,610 shares; 2025Q1: 20,610 shares; 2025Q2: 20,610 shares; 2025Q3: 20,610 shares; 2025Q4: 20,610 shares; 2026Q1: 20,610 shares; 2026Q2: 17,710 shares 17,710 $1.48M 0.05% -2,900 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: 8,261 shares; 2024Q4: 8,116 shares; 2025Q1: 8,087 shares; 2025Q2: 7,761 shares; 2025Q3: 7,512 shares; 2025Q4: 7,723 shares; 2026Q1: 7,826 shares; 2026Q2: 7,467 shares 7,467 $1.45M 0.05% -359 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: 13,784 shares; 2024Q4: 13,383 shares; 2025Q1: 12,176 shares; 2025Q2: 10,927 shares; 2025Q3: 10,315 shares; 2025Q4: 10,103 shares; 2026Q1: 10,035 shares; 2026Q2: 9,528 shares 9,528 $1.45M 0.05% -507 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,341 shares; 2024Q4: 6,320 shares; 2025Q1: 5,705 shares; 2025Q2: 5,703 shares; 2025Q3: 5,668 shares; 2025Q4: 4,282 shares; 2026Q1: 4,238 shares; 2026Q2: 4,220 shares 4,220 $1.41M 0.05% -18 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,914 shares; 2026Q2: 7,963 shares 7,963 $1.38M 0.05% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,521 shares; 2026Q2: 21,551 shares 21,551 $1.36M 0.05% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares; 2026Q2: 1,252 shares 1,252 $1.33M 0.04% -1 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,612 shares; 2025Q2: 23,898 shares; 2025Q3: 22,627 shares; 2025Q4: 22,220 shares; 2026Q1: 22,068 shares; 2026Q2: 20,963 shares 20,963 $1.3M 0.04% -1,105 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: 11,816 shares; 2024Q4: 11,470 shares; 2025Q1: 10,356 shares; 2025Q2: 9,296 shares; 2025Q3: 8,738 shares; 2025Q4: 8,575 shares; 2026Q1: 8,512 shares; 2026Q2: 8,079 shares 8,079 $1.28M 0.04% -433 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: 5,321 shares 5,321 $1.19M 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,320 shares 5,320 $1.18M 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,081 shares 11,081 $1.15M 0.04% new Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,345 shares; 2024Q4: 15,345 shares; 2025Q1: 15,345 shares; 2025Q2: 15,345 shares; 2025Q3: 15,345 shares; 2025Q4: 15,345 shares; 2026Q1: 15,345 shares; 2026Q2: 15,345 shares 15,345 $1.12M 0.04% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,988 shares; 2024Q4: 1,678 shares; 2025Q1: 1,584 shares; 2025Q2: 1,584 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,461 shares; 2026Q2: 1,461 shares 1,461 $1.09M 0.04% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,012 shares; 2024Q4: 2,001 shares; 2025Q1: 1,801 shares; 2025Q2: 1,583 shares; 2025Q3: 1,571 shares; 2025Q4: 1,419 shares; 2026Q1: 1,432 shares; 2026Q2: 1,427 shares 1,427 $1.03M 0.03% -5 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,440 shares; 2025Q2: 9,264 shares; 2025Q3: 7,655 shares; 2025Q4: 6,997 shares; 2026Q1: 6,712 shares; 2026Q2: 6,728 shares 6,728 $1.02M 0.03% +16 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,092 shares; 2024Q4: 6,606 shares; 2025Q1: 6,380 shares; 2025Q2: 6,086 shares; 2025Q3: 6,222 shares; 2025Q4: 6,410 shares; 2026Q1: 6,443 shares; 2026Q2: 6,205 shares 6,205 $1.01M 0.03% -238 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 3,228 shares; 2025Q4: 2,914 shares; 2026Q1: 3,018 shares; 2026Q2: 3,016 shares 3,016 $1M 0.03% -2 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: not reported; 2025Q4: 34,418 shares; 2026Q1: 34,768 shares; 2026Q2: 33,133 shares 33,133 $994K 0.03% -1,635 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,882 shares; 2024Q4: 45,534 shares; 2025Q1: 21,582 shares; 2025Q2: 19,457 shares; 2025Q3: 18,464 shares; 2025Q4: 18,185 shares; 2026Q1: 18,065 shares; 2026Q2: 17,205 shares 17,205 $972K 0.03% -860 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,499 shares; 2024Q4: 3,590 shares; 2025Q1: 3,556 shares; 2025Q2: 3,239 shares; 2025Q3: 3,277 shares; 2025Q4: 3,070 shares; 2026Q1: 3,051 shares; 2026Q2: 2,907 shares 2,907 $961K 0.03% -144 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,944 shares; 2025Q3: 4,909 shares; 2025Q4: 4,534 shares; 2026Q1: 4,437 shares; 2026Q2: 4,417 shares 4,417 $911K 0.03% -20 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: 1,121 shares; 2025Q1: 1,037 shares; 2025Q2: 992 shares; 2025Q3: 983 shares; 2025Q4: 896 shares; 2026Q1: 901 shares; 2026Q2: 937 shares 937 $901K 0.03% +36 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,470 shares; 2024Q4: 6,433 shares; 2025Q1: 6,038 shares; 2025Q2: 6,360 shares; 2025Q3: 6,337 shares; 2025Q4: 5,601 shares; 2026Q1: 5,527 shares; 2026Q2: 5,527 shares 5,527 $877K 0.03% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,671 shares; 2024Q4: 5,688 shares; 2025Q1: 5,622 shares; 2025Q2: 5,480 shares; 2025Q3: 5,484 shares; 2025Q4: 5,414 shares; 2026Q1: 5,180 shares; 2026Q2: 4,786 shares 4,786 $849K 0.03% -394 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,330 shares; 2025Q4: 3,042 shares; 2026Q1: 3,135 shares; 2026Q2: 3,142 shares 3,142 $845K 0.03% +7 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,196 shares; 2024Q4: 2,189 shares; 2025Q1: 2,026 shares; 2025Q2: 2,059 shares; 2025Q3: 2,050 shares; 2025Q4: 1,765 shares; 2026Q1: 1,780 shares; 2026Q2: 1,770 shares 1,770 $813K 0.03% -10 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,444 shares; 2024Q4: 11,106 shares; 2025Q1: 10,046 shares; 2025Q2: 9,009 shares; 2025Q3: 8,536 shares; 2025Q4: 8,362 shares; 2026Q1: 8,245 shares; 2026Q2: 7,837 shares 7,837 $801K 0.03% -408 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: 2,118 shares; 2024Q4: 2,118 shares; 2025Q1: 1,558 shares; 2025Q2: 1,490 shares; 2025Q3: 1,365 shares; 2025Q4: 1,612 shares; 2026Q1: 1,662 shares; 2026Q2: 1,612 shares 1,612 $798K 0.03% -50 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,385 shares; 2026Q2: 3,359 shares 3,359 $798K 0.03% -26 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,413 shares; 2025Q3: 4,726 shares; 2025Q4: 4,384 shares; 2026Q1: 4,482 shares; 2026Q2: 4,346 shares 4,346 $796K 0.03% -136 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,933 shares; 2024Q4: 9,933 shares; 2025Q1: 9,783 shares; 2025Q2: 9,783 shares; 2025Q3: 9,783 shares; 2025Q4: 9,783 shares; 2026Q1: 9,783 shares; 2026Q2: 8,479 shares 8,479 $791K 0.03% -1,304 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,518 shares; 2025Q4: 15,147 shares; 2026Q1: 15,538 shares; 2026Q2: 15,552 shares 15,552 $786K 0.03% +14 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: 13,855 shares; 2024Q4: 13,685 shares; 2025Q1: 13,744 shares; 2025Q2: 13,062 shares; 2025Q3: 12,875 shares; 2025Q4: 12,523 shares; 2026Q1: 11,977 shares; 2026Q2: 1,521 shares 1,521 $781K 0.03% -10,456 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: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 994 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 1,083 shares; 2026Q2: 1,192 shares 1,192 $756K 0.03% +109 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,509 shares 1,509 $740K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,925 shares; 2024Q4: 5,890 shares; 2025Q1: 3,010 shares; 2025Q2: 2,921 shares; 2025Q3: 3,307 shares; 2025Q4: 2,991 shares; 2026Q1: 2,996 shares; 2026Q2: 3,343 shares 3,343 $738K 0.02% +347 Timeline KBWB 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: 11,163 shares; 2024Q4: 10,787 shares; 2025Q1: 9,722 shares; 2025Q2: 8,709 shares; 2025Q3: 8,224 shares; 2025Q4: 8,068 shares; 2026Q1: 8,006 shares; 2026Q2: 7,605 shares 7,605 $707K 0.02% -401 Timeline PEY 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: 90,112 shares; 2024Q4: 87,683 shares; 2025Q1: 36,384 shares; 2025Q2: 32,839 shares; 2025Q3: 31,213 shares; 2025Q4: 30,798 shares; 2026Q1: 30,615 shares; 2026Q2: 29,209 shares 29,209 $677K 0.02% -1,406 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,403 shares; 2026Q1: 5,008 shares; 2026Q2: 5,014 shares 5,014 $675K 0.02% +6 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS 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: 10,228 shares; 2026Q2: 7,757 shares 7,757 $670K 0.02% -2,471 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 3,633 shares; 2025Q4: 3,317 shares; 2026Q1: 3,419 shares; 2026Q2: 3,427 shares 3,427 $667K 0.02% +8 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,719 shares 4,719 $659K 0.02% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,314 shares; 2024Q4: 45,976 shares; 2025Q1: 41,657 shares; 2025Q2: 37,253 shares; 2025Q3: 35,188 shares; 2025Q4: 34,377 shares; 2026Q1: 34,080 shares; 2026Q2: 32,477 shares 32,477 $634K 0.02% -1,603 Timeline PID 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: 40,627 shares; 2024Q4: 39,704 shares; 2025Q1: 35,761 shares; 2025Q2: 32,079 shares; 2025Q3: 30,290 shares; 2025Q4: 29,722 shares; 2026Q1: 29,349 shares; 2026Q2: 27,964 shares 27,964 $621K 0.02% -1,385 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: 48,875 shares; 2024Q4: 47,041 shares; 2025Q1: 42,659 shares; 2025Q2: 39,948 shares; 2025Q3: 39,355 shares; 2025Q4: 37,188 shares; 2026Q1: 4,979 shares; 2026Q2: 4,137 shares 4,137 $607K 0.02% -842 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: 10,156 shares; 2024Q4: 10,158 shares; 2025Q1: 10,043 shares; 2025Q2: 9,393 shares; 2025Q3: 9,332 shares; 2025Q4: 8,602 shares; 2026Q1: 9,182 shares; 2026Q2: 8,298 shares 8,298 $596K 0.02% -884 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,540 shares; 2026Q1: 1,602 shares; 2026Q2: 1,585 shares 1,585 $592K 0.02% -17 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: 1,872 shares; 2025Q3: 2,004 shares; 2025Q4: 1,866 shares; 2026Q1: 1,782 shares; 2026Q2: 8,913 shares 8,913 $587K 0.02% +7,131 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: 7,920 shares; 2024Q4: 7,755 shares; 2025Q1: 6,998 shares; 2025Q2: 6,260 shares; 2025Q3: 5,898 shares; 2025Q4: 11,587 shares; 2026Q1: 11,901 shares; 2026Q2: 11,040 shares 11,040 $586K 0.02% -861 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: 5,004 shares; 2024Q4: 5,004 shares; 2025Q1: 4,904 shares; 2025Q2: 4,904 shares; 2025Q3: 4,304 shares; 2025Q4: 4,154 shares; 2026Q1: 4,154 shares; 2026Q2: 4,154 shares 4,154 $571K 0.02% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,872 shares; 2024Q4: 4,872 shares; 2025Q1: 4,872 shares; 2025Q2: 4,723 shares; 2025Q3: 4,723 shares; 2025Q4: 5,070 shares; 2026Q1: 4,723 shares; 2026Q2: 4,723 shares 4,723 $555K 0.02% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,760 shares; 2024Q4: 7,705 shares; 2025Q1: 6,955 shares; 2025Q2: 6,196 shares; 2025Q3: 5,823 shares; 2025Q4: 5,623 shares; 2026Q1: 5,663 shares; 2026Q2: 5,387 shares 5,387 $541K 0.02% -276 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: 1,102 shares; 2024Q4: 1,126 shares; 2025Q1: 1,102 shares; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares; 2026Q2: 1,050 shares 1,050 $526K 0.02% 0 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: 14,872 shares; 2024Q4: 18,885 shares; 2025Q1: 19,074 shares; 2025Q2: 18,198 shares; 2025Q3: 18,010 shares; 2025Q4: 9,397 shares; 2026Q1: 8,885 shares; 2026Q2: 1,666 shares 1,666 $525K 0.02% -7,219 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 262 shares 262 $521K 0.02% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,638 shares; 2024Q4: 7,178 shares; 2025Q1: 5,946 shares; 2025Q2: 5,303 shares; 2025Q3: 5,003 shares; 2025Q4: 4,840 shares; 2026Q1: 4,866 shares; 2026Q2: 4,622 shares 4,622 $504K 0.02% -244 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 4,921 shares; 2026Q1: 4,929 shares; 2026Q2: 4,915 shares 4,915 $503K 0.02% -14 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,885 shares; 2024Q4: 7,699 shares; 2025Q1: 6,957 shares; 2025Q2: 6,234 shares; 2025Q3: 5,894 shares; 2025Q4: 5,753 shares; 2026Q1: 5,721 shares; 2026Q2: 5,438 shares 5,438 $462K 0.02% -283 Timeline SRVR PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,593 shares; 2024Q4: 20,107 shares; 2025Q1: 18,155 shares; 2025Q2: 16,271 shares; 2025Q3: 15,400 shares; 2025Q4: 15,064 shares; 2026Q1: 14,953 shares; 2026Q2: 14,192 shares 14,192 $451K 0.02% -761 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: 4,263 shares; 2024Q4: 4,592 shares; 2025Q1: 4,592 shares; 2025Q2: 4,592 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares; 2026Q1: 4,592 shares; 2026Q2: 4,592 shares 4,592 $443K 0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,626 shares; 2024Q4: 14,306 shares; 2025Q1: 12,976 shares; 2025Q2: 11,647 shares; 2025Q3: 11,034 shares; 2025Q4: 10,772 shares; 2026Q1: 10,705 shares; 2026Q2: 10,171 shares 10,171 $431K 0.01% -534 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041 shares; 2024Q4: 946 shares; 2025Q1: 1,607 shares; 2025Q2: 655 shares; 2025Q3: 605 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares 575 $429K 0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,154 shares; 2024Q4: 33,531 shares; 2025Q1: 32,914 shares; 2025Q2: 31,317 shares; 2025Q3: 30,855 shares; 2025Q4: 30,163 shares; 2026Q1: 28,991 shares; 2026Q2: 2,424 shares 2,424 $412K 0.01% -26,567 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,399 shares 7,399 $411K 0.01% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 662 shares 662 $385K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,851 shares; 2024Q4: 45,810 shares; 2025Q1: 46,802 shares; 2025Q2: 44,299 shares; 2025Q3: 43,618 shares; 2025Q4: 3,230 shares; 2026Q1: 2,245 shares; 2026Q2: 1,865 shares 1,865 $384K 0.01% -380 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $379K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 3,500 shares 3,500 $367K 0.01% 0 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: 5,410 shares; 2024Q4: 5,248 shares; 2025Q1: 4,682 shares; 2025Q2: 4,181 shares; 2025Q3: 3,972 shares; 2025Q4: 3,859 shares; 2026Q1: 3,805 shares; 2026Q2: 3,605 shares 3,605 $354K 0.01% -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: 11,775 shares; 2024Q4: 11,917 shares; 2025Q1: 1,124 shares; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 843 shares; 2026Q2: 843 shares 843 $316K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,064 shares; 2024Q4: 5,999 shares; 2025Q1: 5,746 shares; 2025Q2: 5,675 shares; 2025Q3: 5,629 shares; 2025Q4: 5,562 shares; 2026Q1: 5,556 shares; 2026Q2: 1,520 shares 1,520 $305K 0.01% -4,036 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,690 shares; 2024Q4: 3,669 shares; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $304K 0.01% 0 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: 13,771 shares; 2024Q4: 13,731 shares; 2025Q1: 12,364 shares; 2025Q2: 10,990 shares; 2025Q3: 10,379 shares; 2025Q4: 10,006 shares; 2026Q1: 10,076 shares; 2026Q2: 9,553 shares 9,553 $291K 0.01% -523 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: 4,992 shares; 2025Q1: 4,073 shares; 2025Q2: 4,073 shares; 2025Q3: 4,079 shares; 2025Q4: 3,872 shares; 2026Q1: 3,879 shares; 2026Q2: 3,851 shares 3,851 $286K 0.01% -28 Timeline MDB MONGODB INC More: the full row for MONGODB 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: 882 shares; 2025Q4: 878 shares; 2026Q1: 818 shares; 2026Q2: 818 shares 818 $275K 0.01% 0 Timeline FDN 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: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $265K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,385 shares; 2024Q4: 1,385 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares; 2026Q2: 1,385 shares 1,385 $264K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396 shares; 2024Q4: 1,486 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: not reported; 2026Q2: 1,396 shares 1,396 $258K 0.01% new 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: 1,627 shares; 2026Q1: 1,542 shares; 2026Q2: 1,546 shares 1,546 $226K 0.01% +4 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: 6,405 shares; 2024Q4: 6,360 shares; 2025Q1: 13,683 shares; 2025Q2: 12,582 shares; 2025Q3: 5,820 shares; 2025Q4: 5,375 shares; 2026Q1: 5,409 shares; 2026Q2: 5,219 shares 5,219 $225K 0.01% -190 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: 4,685 shares; 2024Q4: 4,685 shares; 2025Q1: 4,685 shares; 2025Q2: 4,685 shares; 2025Q3: 4,685 shares; 2025Q4: 4,685 shares; 2026Q1: 4,685 shares; 2026Q2: 4,685 shares 4,685 $225K 0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 1,186 shares 1,186 $223K 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: not reported; 2026Q1: not reported; 2026Q2: 2,516 shares 2,516 $223K 0.01% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $206K 0.01% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,450 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 612 shares; 2026Q1: not reported; 2026Q2: 474 shares 474 $202K 0.01% new Timeline