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: 248,899 shares; 2024Q4: 275,872 shares; 2025Q1: 281,899 shares; 2025Q2: 271,515 shares; 2025Q3: 272,049 shares; 2025Q4: 265,400 shares; 2026Q1: 277,322 shares; 2026Q2: 287,154 shares 287,154 $197M 9.18% +9,832 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: 331,715 shares; 2024Q4: 704,687 shares; 2025Q1: 831,083 shares; 2025Q2: 917,572 shares; 2025Q3: 944,243 shares; 2025Q4: 981,146 shares; 2026Q1: 1,430,075 shares; 2026Q2: 1,474,438 shares 1,474,438 $126M 5.87% +44,363 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: 1,764,896 shares; 2024Q4: 5,923,808 shares; 2025Q1: 6,363,308 shares; 2025Q2: 4,839,557 shares; 2025Q3: 4,956,697 shares; 2025Q4: 4,746,845 shares; 2026Q1: 3,521,321 shares; 2026Q2: 3,709,621 shares 3,709,621 $109M 5.08% +188,300 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,101,013 shares; 2024Q4: 1,329,506 shares; 2025Q1: 1,566,603 shares; 2025Q2: 1,429,872 shares; 2025Q3: 1,481,351 shares; 2025Q4: 1,609,738 shares; 2026Q1: 1,717,626 shares; 2026Q2: 1,822,054 shares 1,822,054 $96.9M 4.51% +104,428 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: 632,978 shares; 2024Q4: 762,687 shares; 2025Q1: 1,151,353 shares; 2025Q2: 1,310,993 shares; 2025Q3: 1,394,869 shares; 2025Q4: 1,587,784 shares; 2026Q1: 1,739,531 shares; 2026Q2: 1,827,293 shares 1,827,293 $92.4M 4.3% +87,762 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: 312,610 shares; 2024Q4: 423,646 shares; 2025Q1: 466,239 shares; 2025Q2: 419,851 shares; 2025Q3: 638,897 shares; 2025Q4: 729,278 shares; 2026Q1: 798,912 shares; 2026Q2: 854,092 shares 854,092 $80.8M 3.76% +55,180 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 232,876 shares; 2024Q4: 325,872 shares; 2025Q1: 328,706 shares; 2025Q2: 424,295 shares; 2025Q3: 439,001 shares; 2025Q4: 448,436 shares; 2026Q1: 462,504 shares; 2026Q2: 479,226 shares 479,226 $76M 3.54% +16,722 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: 95,861 shares; 2024Q4: 107,139 shares; 2025Q1: 107,850 shares; 2025Q2: 128,477 shares; 2025Q3: 128,086 shares; 2025Q4: 117,606 shares; 2026Q1: 117,444 shares; 2026Q2: 115,823 shares 115,823 $74.2M 3.45% -1,621 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: 220,439 shares; 2024Q4: 236,587 shares; 2025Q1: 235,407 shares; 2025Q2: 229,588 shares; 2025Q3: 228,538 shares; 2025Q4: 218,673 shares; 2026Q1: 226,392 shares; 2026Q2: 238,103 shares 238,103 $68.9M 3.21% +11,711 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: 43,535 shares; 2024Q4: 57,582 shares; 2025Q1: 63,427 shares; 2025Q2: 82,547 shares; 2025Q3: 83,504 shares; 2025Q4: 83,550 shares; 2026Q1: 86,697 shares; 2026Q2: 90,571 shares 90,571 $66.7M 3.1% +3,874 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: 425,297 shares; 2024Q4: 651,827 shares; 2025Q1: 582,548 shares; 2025Q2: 580,664 shares; 2025Q3: 570,152 shares; 2025Q4: 591,254 shares; 2026Q1: 574,070 shares; 2026Q2: 581,561 shares 581,561 $65.9M 3.06% +7,491 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: 267,472 shares; 2024Q4: 277,218 shares; 2025Q1: 287,025 shares; 2025Q2: 282,739 shares; 2025Q3: 281,878 shares; 2025Q4: 267,024 shares; 2026Q1: 281,784 shares; 2026Q2: 300,798 shares 300,798 $60.2M 2.8% +19,014 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: 158,741 shares; 2024Q4: 173,769 shares; 2025Q1: 170,921 shares; 2025Q2: 173,194 shares; 2025Q3: 170,246 shares; 2025Q4: 157,934 shares; 2026Q1: 161,621 shares; 2026Q2: 164,650 shares 164,650 $58.2M 2.71% +3,029 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,710 shares; 2024Q4: 165,200 shares; 2025Q1: 171,290 shares; 2025Q2: 188,419 shares; 2025Q3: 193,569 shares; 2025Q4: 201,839 shares; 2026Q1: 198,296 shares; 2026Q2: 192,369 shares 192,369 $55.7M 2.59% -5,927 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 650,428 shares; 2024Q4: 1,039,767 shares; 2025Q1: 1,119,882 shares; 2025Q2: 1,152,931 shares; 2025Q3: 880,678 shares; 2025Q4: 928,984 shares; 2026Q1: 985,453 shares; 2026Q2: 1,050,207 shares 1,050,207 $55M 2.56% +64,754 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: 128,657 shares; 2024Q4: 139,672 shares; 2025Q1: 152,972 shares; 2025Q2: 161,281 shares; 2025Q3: 163,646 shares; 2025Q4: 164,722 shares; 2026Q1: 172,650 shares; 2026Q2: 176,816 shares 176,816 $53.1M 2.47% +4,166 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: 332,540 shares; 2024Q4: 460,003 shares; 2025Q1: 522,791 shares; 2025Q2: 548,316 shares; 2025Q3: 560,803 shares; 2025Q4: 581,243 shares; 2026Q1: 612,862 shares; 2026Q2: 643,308 shares 643,308 $49.6M 2.31% +30,446 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: 211,555 shares; 2024Q4: 229,478 shares; 2025Q1: 239,100 shares; 2025Q2: 243,670 shares; 2025Q3: 245,390 shares; 2025Q4: 246,725 shares; 2026Q1: 252,784 shares; 2026Q2: 260,568 shares 260,568 $48.3M 2.25% +7,784 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: 102,695 shares; 2024Q4: 108,273 shares; 2025Q1: 107,135 shares; 2025Q2: 101,228 shares; 2025Q3: 101,673 shares; 2025Q4: 101,388 shares; 2026Q1: 106,737 shares; 2026Q2: 114,410 shares 114,410 $42.7M 1.99% +7,673 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: 419,814 shares; 2024Q4: 435,781 shares; 2025Q1: 413,426 shares; 2025Q2: 423,949 shares; 2025Q3: 435,879 shares; 2025Q4: 453,742 shares; 2026Q1: 463,621 shares; 2026Q2: 476,688 shares 476,688 $39.6M 1.84% +13,067 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: 50,901 shares; 2024Q4: 55,909 shares; 2025Q1: 58,542 shares; 2025Q2: 60,436 shares; 2025Q3: 61,212 shares; 2025Q4: 62,748 shares; 2026Q1: 65,853 shares; 2026Q2: 68,878 shares 68,878 $34.5M 1.6% +3,025 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: 287,920 shares 287,920 $33.3M 1.55% new 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: 112,410 shares; 2024Q4: 118,121 shares; 2025Q1: 115,031 shares; 2025Q2: 117,819 shares; 2025Q3: 118,750 shares; 2025Q4: 122,783 shares; 2026Q1: 127,952 shares; 2026Q2: 131,218 shares 131,218 $31.3M 1.46% +3,266 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: 286,991 shares; 2024Q4: 592,756 shares; 2025Q1: 631,079 shares; 2025Q2: 660,861 shares; 2025Q3: 676,495 shares; 2025Q4: 463,308 shares; 2026Q1: 509,542 shares; 2026Q2: 572,622 shares 572,622 $30.7M 1.43% +63,080 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: 1,181 shares; 2024Q4: 2,808 shares; 2025Q1: 2,590 shares; 2025Q2: 52,688 shares; 2025Q3: 53,397 shares; 2025Q4: 54,785 shares; 2026Q1: 84,030 shares; 2026Q2: 84,630 shares 84,630 $28.9M 1.34% +600 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: 114,577 shares; 2024Q4: 134,340 shares; 2025Q1: 148,496 shares; 2025Q2: 159,110 shares; 2025Q3: 164,542 shares; 2025Q4: 175,649 shares; 2026Q1: 181,711 shares; 2026Q2: 187,545 shares 187,545 $28.2M 1.31% +5,834 Timeline JIVE 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: 270,228 shares 270,228 $24.8M 1.16% new 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: 64,847 shares; 2024Q4: 68,098 shares; 2025Q1: 66,672 shares; 2025Q2: 68,123 shares; 2025Q3: 68,609 shares; 2025Q4: 67,442 shares; 2026Q1: 70,670 shares; 2026Q2: 73,271 shares 73,271 $24M 1.12% +2,601 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: 33,075 shares; 2024Q4: 34,252 shares; 2025Q1: 34,465 shares; 2025Q2: 36,107 shares; 2025Q3: 36,112 shares; 2025Q4: 34,136 shares; 2026Q1: 21,509 shares; 2026Q2: 21,216 shares 21,216 $22.6M 1.05% -293 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: 197,491 shares; 2024Q4: 206,122 shares; 2025Q1: 197,140 shares; 2025Q2: 201,712 shares; 2025Q3: 205,988 shares; 2025Q4: 416,882 shares; 2026Q1: 436,177 shares; 2026Q2: 459,056 shares 459,056 $20.8M 0.97% +22,879 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703,084 shares; 2025Q3: 719,170 shares; 2025Q4: 728,016 shares; 2026Q1: 748,732 shares; 2026Q2: 273,107 shares 273,107 $19.5M 0.91% -475,625 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: 43,246 shares; 2024Q4: 45,356 shares; 2025Q1: 45,296 shares; 2025Q2: 48,198 shares; 2025Q3: 48,286 shares; 2025Q4: 45,550 shares; 2026Q1: 47,913 shares; 2026Q2: 50,954 shares 50,954 $19.2M 0.9% +3,041 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: 27,802 shares; 2024Q4: 28,716 shares; 2025Q1: 27,683 shares; 2025Q2: 28,819 shares; 2025Q3: 28,994 shares; 2025Q4: 29,320 shares; 2026Q1: 30,262 shares; 2026Q2: 32,527 shares 32,527 $18.3M 0.85% +2,265 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,160 shares; 2024Q4: 180,921 shares; 2025Q1: 174,328 shares; 2025Q2: 175,020 shares; 2025Q3: 176,632 shares; 2025Q4: 175,878 shares; 2026Q1: 184,708 shares; 2026Q2: 192,002 shares 192,002 $18.3M 0.85% +7,294 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: 148,357 shares; 2024Q4: 155,824 shares; 2025Q1: 147,207 shares; 2025Q2: 150,479 shares; 2025Q3: 153,659 shares; 2025Q4: 159,589 shares; 2026Q1: 165,548 shares; 2026Q2: 173,367 shares 173,367 $16.7M 0.78% +7,819 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: 38,306 shares; 2024Q4: 39,605 shares; 2025Q1: 36,287 shares; 2025Q2: 36,729 shares; 2025Q3: 36,342 shares; 2025Q4: 34,063 shares; 2026Q1: 34,619 shares; 2026Q2: 36,324 shares 36,324 $15.3M 0.71% +1,705 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: not reported; 2024Q4: 182,073 shares; 2025Q1: 209,144 shares; 2025Q2: 227,715 shares; 2025Q3: 233,624 shares; 2025Q4: 232,212 shares; 2026Q1: 241,890 shares; 2026Q2: 69,435 shares 69,435 $14.8M 0.69% -172,455 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: 6,488 shares; 2024Q4: 5,999 shares; 2025Q1: 5,639 shares; 2025Q2: 5,094 shares; 2025Q3: 31,525 shares; 2025Q4: 33,282 shares; 2026Q1: 35,964 shares; 2026Q2: 38,028 shares 38,028 $12.9M 0.6% +2,064 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: 1,899 shares; 2024Q4: 31,299 shares; 2025Q1: 26,019 shares; 2025Q2: 77,028 shares; 2025Q3: 77,053 shares; 2025Q4: 75,278 shares; 2026Q1: 46,292 shares; 2026Q2: 34,045 shares 34,045 $12.6M 0.59% -12,247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 867 shares; 2026Q1: 77,622 shares; 2026Q2: 79,532 shares 79,532 $12.5M 0.58% +1,910 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: 635 shares; 2024Q4: 14,284 shares; 2025Q1: 14,812 shares; 2025Q2: 15,290 shares; 2025Q3: 15,352 shares; 2025Q4: 15,611 shares; 2026Q1: 16,119 shares; 2026Q2: 15,888 shares 15,888 $11.9M 0.55% -231 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 110,971 shares; 2026Q1: 119,819 shares; 2026Q2: 127,435 shares 127,435 $11.7M 0.54% +7,616 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: 44,663 shares; 2024Q4: 48,003 shares; 2025Q1: 47,936 shares; 2025Q2: 49,101 shares; 2025Q3: 27,185 shares; 2025Q4: 28,323 shares; 2026Q1: 31,245 shares; 2026Q2: 33,449 shares 33,449 $11.5M 0.53% +2,204 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,492 shares 44,492 $11.1M 0.51% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,774 shares; 2024Q4: 66,791 shares; 2025Q1: 71,435 shares; 2025Q2: 74,020 shares; 2025Q3: 74,833 shares; 2025Q4: 75,923 shares; 2026Q1: 80,587 shares; 2026Q2: 85,748 shares 85,748 $10.8M 0.5% +5,161 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: not reported; 2024Q4: 18,684 shares; 2025Q1: 17,530 shares; 2025Q2: 15,203 shares; 2025Q3: 13,968 shares; 2025Q4: 11,784 shares; 2026Q1: 13,634 shares; 2026Q2: 13,559 shares 13,559 $10.2M 0.47% -75 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,224 shares; 2024Q4: 113,335 shares; 2025Q1: 110,641 shares; 2025Q2: 110,146 shares; 2025Q3: 109,851 shares; 2025Q4: 135,826 shares; 2026Q1: 135,481 shares; 2026Q2: 155,763 shares 155,763 $8.92M 0.41% +20,282 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: 390 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 18,976 shares; 2025Q3: 18,976 shares; 2025Q4: 18,997 shares; 2026Q1: 10,447 shares; 2026Q2: 68,430 shares 68,430 $8.18M 0.38% +57,983 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: 87,573 shares; 2024Q4: 92,911 shares; 2025Q1: 91,308 shares; 2025Q2: 90,987 shares; 2025Q3: 91,779 shares; 2025Q4: 89,942 shares; 2026Q1: 88,277 shares; 2026Q2: 87,804 shares 87,804 $7.26M 0.34% -473 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: not reported; 2024Q4: 403 shares; 2025Q1: 403 shares; 2025Q2: 387 shares; 2025Q3: 328 shares; 2025Q4: 79,618 shares; 2026Q1: 84,968 shares; 2026Q2: 89,891 shares 89,891 $6.42M 0.3% +4,923 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: not reported; 2024Q4: 79,803 shares; 2025Q1: 79,144 shares; 2025Q2: 68,547 shares; 2025Q3: 66,938 shares; 2025Q4: 51,537 shares; 2026Q1: 39,348 shares; 2026Q2: 38,546 shares 38,546 $6.33M 0.29% -802 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,954 shares; 2024Q4: 214,684 shares; 2025Q1: 213,945 shares; 2025Q2: 213,534 shares; 2025Q3: 213,534 shares; 2025Q4: 213,034 shares; 2026Q1: 213,034 shares; 2026Q2: 213,296 shares 213,296 $6.09M 0.28% +262 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: 89,892 shares; 2025Q1: 81,301 shares; 2025Q2: 60,065 shares; 2025Q3: 53,888 shares; 2025Q4: 43,308 shares; 2026Q1: 40,199 shares; 2026Q2: 39,680 shares 39,680 $4.72M 0.22% -519 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: 21,934 shares; 2024Q4: 24,365 shares; 2025Q1: 20,967 shares; 2025Q2: 21,085 shares; 2025Q3: 21,715 shares; 2025Q4: 20,965 shares; 2026Q1: 21,188 shares; 2026Q2: 22,808 shares 22,808 $3.12M 0.15% +1,620 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,922 shares; 2024Q4: 19,844 shares; 2025Q1: 33,014 shares; 2025Q2: 24,849 shares; 2025Q3: 24,949 shares; 2025Q4: 24,035 shares; 2026Q1: 21,801 shares; 2026Q2: 21,811 shares 21,811 $2.51M 0.12% +10 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: 5,813 shares; 2025Q3: 5,813 shares; 2025Q4: 5,813 shares; 2026Q1: 4,531 shares; 2026Q2: 3,681 shares 3,681 $2.41M 0.11% -850 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: 36,580 shares; 2024Q4: 6,259 shares; 2025Q1: 4,647 shares; 2025Q2: 4,301 shares; 2025Q3: 4,343 shares; 2025Q4: 3,945 shares; 2026Q1: 4,145 shares; 2026Q2: 5,550 shares 5,550 $1.96M 0.09% +1,405 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: 1,366 shares; 2024Q4: 2,051 shares; 2025Q1: 2,052 shares; 2025Q2: 1,683 shares; 2025Q3: 1,444 shares; 2025Q4: 1,533 shares; 2026Q1: 3,305 shares; 2026Q2: 5,054 shares 5,054 $1.81M 0.08% +1,749 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,984 shares; 2025Q1: 9,981 shares; 2025Q2: 12,079 shares; 2025Q3: 12,205 shares; 2025Q4: 11,209 shares; 2026Q1: 13,999 shares; 2026Q2: 13,080 shares 13,080 $1.8M 0.08% -919 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,824 shares; 2026Q2: 16,824 shares 16,824 $1.75M 0.08% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,466 shares; 2024Q4: 20,503 shares; 2025Q1: 20,738 shares; 2025Q2: 21,810 shares; 2025Q3: 21,805 shares; 2025Q4: 23,039 shares; 2026Q1: 47,712 shares; 2026Q2: 50,944 shares 50,944 $1.72M 0.08% +3,232 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: not reported; 2024Q4: 3,763 shares; 2025Q1: 4,770 shares; 2025Q2: 6,335 shares; 2025Q3: 6,506 shares; 2025Q4: 6,400 shares; 2026Q1: 7,706 shares; 2026Q2: 7,436 shares 7,436 $1.69M 0.08% -270 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,036 shares; 2024Q4: 29,477 shares; 2025Q1: 28,789 shares; 2025Q2: 30,472 shares; 2025Q3: 30,167 shares; 2025Q4: 29,699 shares; 2026Q1: 29,620 shares; 2026Q2: 31,408 shares 31,408 $1.64M 0.08% +1,788 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: not reported; 2024Q4: 21,067 shares; 2025Q1: 15,037 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $1.6M 0.07% 0 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: 3,796 shares; 2024Q4: 3,769 shares; 2025Q1: 3,669 shares; 2025Q2: 3,575 shares; 2025Q3: 3,553 shares; 2025Q4: 3,271 shares; 2026Q1: 3,039 shares; 2026Q2: 12,153 shares 12,153 $1.51M 0.07% +9,114 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: 5,145 shares; 2024Q4: 5,843 shares; 2025Q1: 4,448 shares; 2025Q2: 4,438 shares; 2025Q3: 4,355 shares; 2025Q4: 3,960 shares; 2026Q1: 7,340 shares; 2026Q2: 8,973 shares 8,973 $1.49M 0.07% +1,633 Timeline BBJP 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: 19,469 shares 19,469 $1.47M 0.07% new 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: 4,231 shares; 2024Q4: 38,541 shares; 2025Q1: 26,260 shares; 2025Q2: 16,396 shares; 2025Q3: 15,876 shares; 2025Q4: 14,756 shares; 2026Q1: 35,667 shares; 2026Q2: 36,175 shares 36,175 $1.33M 0.06% +508 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,526 shares; 2025Q1: 33,423 shares; 2025Q2: 25,143 shares; 2025Q3: 25,143 shares; 2025Q4: 19,293 shares; 2026Q1: 16,542 shares; 2026Q2: 14,623 shares 14,623 $1.32M 0.06% -1,919 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: 9,504 shares; 2024Q4: 9,477 shares; 2025Q1: 5,652 shares; 2025Q2: 5,652 shares; 2025Q3: 5,652 shares; 2025Q4: 4,902 shares; 2026Q1: 4,902 shares; 2026Q2: 5,091 shares 5,091 $1.3M 0.06% +189 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: 5,314 shares; 2024Q4: 5,222 shares; 2025Q1: 4,411 shares; 2025Q2: 4,387 shares; 2025Q3: 4,120 shares; 2025Q4: 4,042 shares; 2026Q1: 4,542 shares; 2026Q2: 4,790 shares 4,790 $1.29M 0.06% +248 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: 6,597 shares; 2024Q4: 6,552 shares; 2025Q1: 4,569 shares; 2025Q2: 4,568 shares; 2025Q3: 4,123 shares; 2025Q4: 3,998 shares; 2026Q1: 3,708 shares; 2026Q2: 3,800 shares 3,800 $1.2M 0.06% +92 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,300 shares; 2025Q1: 68,300 shares; 2025Q2: 68,300 shares; 2025Q3: 42,740 shares; 2025Q4: 42,740 shares; 2026Q1: 42,740 shares; 2026Q2: 42,740 shares 42,740 $1.19M 0.06% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS 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: 200,000 shares; 2026Q1: 200,000 shares; 2026Q2: 200,000 shares 200,000 $1.16M 0.05% 0 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: not reported; 2024Q4: 3,861 shares; 2025Q1: 3,590 shares; 2025Q2: 12,239 shares; 2025Q3: 12,239 shares; 2025Q4: 39,939 shares; 2026Q1: 41,939 shares; 2026Q2: 13,915 shares 13,915 $1.15M 0.05% -28,024 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,089 shares; 2026Q2: 4,690 shares 4,690 $1.14M 0.05% +1,601 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: 789 shares; 2024Q4: 863 shares; 2025Q1: 852 shares; 2025Q2: 845 shares; 2025Q3: 789 shares; 2025Q4: 786 shares; 2026Q1: 776 shares; 2026Q2: 939 shares 939 $1.13M 0.05% +163 Timeline IQLT 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: 38,533 shares; 2025Q1: 33,813 shares; 2025Q2: 24,509 shares; 2025Q3: 24,366 shares; 2025Q4: 22,297 shares; 2026Q1: 21,835 shares; 2026Q2: 21,681 shares 21,681 $1.07M 0.05% -154 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 930 shares 930 $1.07M 0.05% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,272 shares; 2026Q2: 7,003 shares 7,003 $1.03M 0.05% +731 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: 11,489 shares; 2024Q4: 11,489 shares; 2025Q1: 11,489 shares; 2025Q2: 11,489 shares; 2025Q3: 11,489 shares; 2025Q4: 10,364 shares; 2026Q1: 10,010 shares; 2026Q2: 10,010 shares 10,010 $957K 0.04% 0 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: 78,814 shares; 2024Q4: 7,553 shares; 2025Q1: 4,981 shares; 2025Q2: 4,855 shares; 2025Q3: 4,614 shares; 2025Q4: 3,836 shares; 2026Q1: 3,475 shares; 2026Q2: 3,732 shares 3,732 $948K 0.04% +257 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: 3,109 shares; 2024Q4: 3,227 shares; 2025Q1: 2,271 shares; 2025Q2: 2,271 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares; 2026Q1: 4,006 shares; 2026Q2: 4,813 shares 4,813 $913K 0.04% +807 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,206 shares; 2026Q2: 2,948 shares 2,948 $903K 0.04% +742 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,514 shares; 2026Q2: 24,204 shares 24,204 $890K 0.04% +1,690 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: 2,815 shares; 2024Q4: 2,718 shares; 2025Q1: 2,533 shares; 2025Q2: 2,504 shares; 2025Q3: 2,659 shares; 2025Q4: 2,509 shares; 2026Q1: 2,775 shares; 2026Q2: 3,151 shares 3,151 $886K 0.04% +376 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,876 shares; 2026Q2: 5,910 shares 5,910 $877K 0.04% +2,034 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,205 shares; 2024Q4: 20,453 shares; 2025Q1: 20,637 shares; 2025Q2: 21,684 shares; 2025Q3: 21,859 shares; 2025Q4: 22,264 shares; 2026Q1: 22,762 shares; 2026Q2: 24,790 shares 24,790 $863K 0.04% +2,028 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: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,385 shares 1,385 $805K 0.04% +385 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,520 shares; 2024Q4: 24,520 shares; 2025Q1: 24,860 shares; 2025Q2: 24,520 shares; 2025Q3: 24,520 shares; 2025Q4: 24,520 shares; 2026Q1: 24,520 shares; 2026Q2: 24,707 shares 24,707 $746K 0.03% +187 Timeline BBCA 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: 7,234 shares 7,234 $719K 0.03% new 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: 5,491 shares; 2024Q4: 5,478 shares; 2025Q1: 3,630 shares; 2025Q2: 3,623 shares; 2025Q3: 3,623 shares; 2025Q4: 3,623 shares; 2026Q1: 3,223 shares; 2026Q2: 3,253 shares 3,253 $717K 0.03% +30 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,512 shares; 2026Q2: 11,523 shares 11,523 $688K 0.03% +5,011 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 12,924 shares 12,924 $658K 0.03% new Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,217 shares; 2025Q1: 14,217 shares; 2025Q2: 14,217 shares; 2025Q3: 14,217 shares; 2025Q4: 14,217 shares; 2026Q1: 14,217 shares; 2026Q2: 14,217 shares 14,217 $639K 0.03% 0 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: 11,528 shares; 2024Q4: 21,283 shares; 2025Q1: 20,878 shares; 2025Q2: 21,627 shares; 2025Q3: 21,708 shares; 2025Q4: 22,255 shares; 2026Q1: 21,907 shares; 2026Q2: 22,745 shares 22,745 $630K 0.03% +838 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,780 shares; 2024Q4: 3,165 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,370 shares; 2026Q1: 2,559 shares; 2026Q2: 2,904 shares 2,904 $629K 0.03% +345 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: 5,463 shares; 2024Q4: 5,463 shares; 2025Q1: 5,653 shares; 2025Q2: 5,653 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,225 shares; 2026Q2: 6,225 shares 6,225 $627K 0.03% 0 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: 1,733 shares; 2024Q4: 1,673 shares; 2025Q1: 1,673 shares; 2025Q2: 1,673 shares; 2025Q3: 1,673 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares; 2026Q2: 1,530 shares 1,530 $627K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,479 shares 7,479 $565K 0.03% new 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: 5,655 shares; 2024Q4: 5,688 shares; 2025Q1: 5,698 shares; 2025Q2: 5,870 shares; 2025Q3: 5,930 shares; 2025Q4: 5,634 shares; 2026Q1: 3,518 shares; 2026Q2: 3,792 shares 3,792 $556K 0.03% +274 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: not reported; 2024Q4: 11,031 shares; 2025Q1: 10,708 shares; 2025Q2: 9,989 shares; 2025Q3: 9,898 shares; 2025Q4: 8,079 shares; 2026Q1: 7,851 shares; 2026Q2: 9,739 shares 9,739 $555K 0.03% +1,888 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: 4,728 shares; 2024Q4: 4,396 shares; 2025Q1: 2,885 shares; 2025Q2: 2,884 shares; 2025Q3: 2,884 shares; 2025Q4: 1,874 shares; 2026Q1: 1,464 shares; 2026Q2: 1,663 shares 1,663 $552K 0.03% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,775 shares 1,775 $529K 0.02% new Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 7,281 shares 7,281 $511K 0.02% new 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: 770 shares; 2024Q4: 770 shares; 2025Q1: 779 shares; 2025Q2: 758 shares; 2025Q3: 916 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 1,182 shares 1,182 $504K 0.02% +424 Timeline BBAX 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: 8,375 shares 8,375 $501K 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: 1,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,792 shares; 2026Q2: 2,863 shares 2,863 $484K 0.02% +1,071 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT 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: 17,800 shares; 2026Q2: 21,500 shares 21,500 $480K 0.02% +3,700 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,253 shares; 2024Q4: 27,553 shares; 2025Q1: 27,553 shares; 2025Q2: 27,553 shares; 2025Q3: 27,553 shares; 2025Q4: 58,467 shares; 2026Q1: 58,167 shares; 2026Q2: 58,167 shares 58,167 $472K 0.02% 0 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: not reported; 2024Q4: 17,257 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,142 shares 6,142 $466K 0.02% new 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: 5,665 shares; 2024Q4: 5,731 shares; 2025Q1: 2,862 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,685 shares; 2026Q2: 3,123 shares 3,123 $458K 0.02% +438 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,247 shares; 2026Q2: 8,247 shares 8,247 $447K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,744 shares 1,744 $440K 0.02% new Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,000 shares; 2026Q2: 56,662 shares 56,662 $424K 0.02% +27,662 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,292 shares; 2024Q4: 3,968 shares; 2025Q1: 3,921 shares; 2025Q2: 3,978 shares; 2025Q3: 3,618 shares; 2025Q4: 2,931 shares; 2026Q1: 2,431 shares; 2026Q2: 2,171 shares 2,171 $408K 0.02% -260 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: 752 shares; 2024Q4: not reported; 2025Q1: 756 shares; 2025Q2: 752 shares; 2025Q3: 752 shares; 2025Q4: 752 shares; 2026Q1: 958 shares; 2026Q2: 1,041 shares 1,041 $377K 0.02% +83 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,006 shares; 2024Q4: 3,467 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,556 shares; 2026Q2: 3,503 shares 3,503 $364K 0.02% +947 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: 601 shares; 2024Q4: 570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares; 2026Q2: 698 shares 698 $362K 0.02% +52 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,098 shares; 2026Q2: 4,498 shares 4,498 $353K 0.02% +400 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES 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: not reported; 2025Q4: not reported; 2026Q1: 7,310 shares; 2026Q2: 9,110 shares 9,110 $350K 0.02% +1,800 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $347K 0.02% new Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT 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: 17,900 shares; 2026Q2: 22,400 shares 22,400 $346K 0.02% +4,500 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,622 shares; 2026Q2: 1,912 shares 1,912 $338K 0.02% +290 Timeline SGU STAR GROUP LP More: the full row for STAR GROUP 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: 20,500 shares; 2026Q2: 26,300 shares 26,300 $338K 0.02% +5,800 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: 2,485 shares; 2024Q4: 2,265 shares; 2025Q1: 961 shares; 2025Q2: 961 shares; 2025Q3: 1,065 shares; 2025Q4: 961 shares; 2026Q1: 961 shares; 2026Q2: 1,219 shares 1,219 $332K 0.02% +258 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,417 shares 3,417 $330K 0.02% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,459 shares 3,459 $327K 0.02% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,329 shares; 2026Q2: 7,592 shares 7,592 $321K 0.01% +1,263 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 978 shares; 2026Q2: 1,277 shares 1,277 $321K 0.01% +299 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: 2,275 shares 2,275 $318K 0.01% 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: 1,379 shares; 2024Q4: 1,795 shares; 2025Q1: 1,550 shares; 2025Q2: 1,569 shares; 2025Q3: 1,558 shares; 2025Q4: 1,542 shares; 2026Q1: 1,835 shares; 2026Q2: 2,337 shares 2,337 $316K 0.01% +502 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: not reported; 2024Q4: 692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448 shares; 2026Q2: 598 shares 598 $307K 0.01% +150 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: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 613 shares 613 $303K 0.01% +13 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: 941 shares; 2024Q4: 1,787 shares; 2025Q1: 725 shares; 2025Q2: 690 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 726 shares 726 $302K 0.01% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,010 shares; 2026Q2: 20,400 shares 20,400 $299K 0.01% +1,390 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,653 shares 1,653 $291K 0.01% new 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: not reported; 2024Q4: 3,650 shares; 2025Q1: not reported; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares; 2026Q2: 3,656 shares 3,656 $288K 0.01% +6 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: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $268K 0.01% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,926 shares; 2026Q2: 3,926 shares 3,926 $260K 0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,446 shares; 2025Q1: 11,511 shares; 2025Q2: 1,371 shares; 2025Q3: 1,224 shares; 2025Q4: 1,206 shares; 2026Q1: 1,160 shares; 2026Q2: 1,160 shares 1,160 $254K 0.01% 0 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,128 shares; 2025Q4: 14,128 shares; 2026Q1: 14,128 shares; 2026Q2: 14,128 shares 14,128 $253K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $250K 0.01% 0 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: 104,989 shares; 2024Q4: 113,650 shares; 2025Q1: 137,005 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,909 shares 1,909 $245K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,607 shares; 2026Q2: 3,072 shares 3,072 $242K 0.01% +465 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,367 shares 1,367 $240K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares 251 $235K 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 867 shares 867 $234K 0.01% new Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,607 shares; 2024Q4: 19,607 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,802 shares; 2026Q1: 10,802 shares; 2026Q2: 10,838 shares 10,838 $231K 0.01% +36 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 2,900 shares; 2026Q2: 2,918 shares 2,918 $229K 0.01% +18 Timeline IXUS 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: 25,944 shares; 2025Q1: 17,779 shares; 2025Q2: 5,833 shares; 2025Q3: 3,869 shares; 2025Q4: 3,481 shares; 2026Q1: 3,211 shares; 2026Q2: 2,399 shares 2,399 $229K 0.01% -812 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $224K 0.01% new Timeline EBF ENNIS INC More: the full row for ENNIS 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: 10,500 shares; 2026Q2: 10,500 shares 10,500 $223K 0.01% 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: 11,059 shares; 2024Q4: 9,916 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 4,850 shares; 2025Q4: 2,684 shares; 2026Q1: not reported; 2026Q2: 1,882 shares 1,882 $221K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 188 shares 188 $221K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,673 shares; 2026Q2: 1,588 shares 1,588 $217K 0.01% -85 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 538 shares 538 $214K 0.01% new 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: not reported; 2026Q2: 3,381 shares 3,381 $213K 0.01% new 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: 3,212 shares; 2024Q4: 3,212 shares; 2025Q1: 3,158 shares; 2025Q2: 3,158 shares; 2025Q3: 3,215 shares; 2025Q4: 2,029 shares; 2026Q1: not reported; 2026Q2: 856 shares 856 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: not reported; 2026Q2: 274 shares 274 $207K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $207K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,356 shares 1,356 $205K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares 425 $203K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,230 shares 2,230 $202K 0.01% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,850 shares; 2026Q2: 1,980 shares 1,980 $202K 0.01% +130 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 12,993 shares 12,993 $142K 0.01% new Timeline SPWH SPORTSMANS WHSE HLDGS INC More: the full row for SPORTSMANS WHSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,895 shares; 2025Q1: 31,895 shares; 2025Q2: 55,897 shares; 2025Q3: 55,897 shares; 2025Q4: 82,682 shares; 2026Q1: 82,682 shares; 2026Q2: 82,682 shares 82,682 $110K 0.01% 0 Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT 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: 10,310 shares; 2026Q2: 11,810 shares 11,810 $101K <0.01% +1,500 Timeline