VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,793 shares; 2024Q4: 702,124 shares; 2025Q1: 576,190 shares; 2025Q2: 583,423 shares; 2025Q3: 1,078,309 shares; 2025Q4: 1,109,587 shares; 2026Q1: 1,140,780 shares; 2026Q2: 1,178,370 shares 1,178,370 $357M 7.73% +37,590 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: 3,825,312 shares; 2024Q4: 509,777 shares; 2025Q1: 1,985,508 shares; 2025Q2: 3,542,276 shares; 2025Q3: 3,539,446 shares; 2025Q4: 3,575,462 shares; 2026Q1: 3,578,092 shares; 2026Q2: 3,677,104 shares 3,677,104 $355M 7.68% +99,012 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,766,041 shares; 2024Q4: 2,827,534 shares; 2025Q1: 1,674,942 shares; 2025Q2: 2,524,911 shares; 2025Q3: 2,539,381 shares; 2025Q4: 2,545,417 shares; 2026Q1: 2,520,224 shares; 2026Q2: 2,523,223 shares 2,523,223 $209M 4.52% +2,999 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: 239,058 shares; 2024Q4: 240,376 shares; 2025Q1: 221,930 shares; 2025Q2: 246,516 shares; 2025Q3: 255,149 shares; 2025Q4: 256,954 shares; 2026Q1: 243,396 shares; 2026Q2: 258,792 shares 258,792 $194M 4.19% +15,396 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368,543 shares; 2024Q4: 385,570 shares; 2025Q1: 306,015 shares; 2025Q2: 523,385 shares; 2025Q3: 548,900 shares; 2025Q4: 1,092,203 shares; 2026Q1: 723,415 shares; 2026Q2: 925,282 shares 925,282 $176M 3.81% +201,867 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,869 shares; 2024Q4: 53,762 shares; 2025Q1: 59,384 shares; 2025Q2: 30,679 shares; 2025Q3: 32,605 shares; 2025Q4: 101,877 shares; 2026Q1: 101,603 shares; 2026Q2: 2,189,127 shares 2,189,127 $175M 3.79% +2,087,524 Timeline SJNK 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: 7,469,528 shares; 2024Q4: 7,848,992 shares; 2025Q1: 8,158,438 shares; 2025Q2: 6,641,043 shares; 2025Q3: 6,820,008 shares; 2025Q4: 6,868,188 shares; 2026Q1: 6,890,436 shares; 2026Q2: 6,818,664 shares 6,818,664 $171M 3.69% -71,772 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,638,298 shares 1,638,298 $158M 3.42% new Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,709,019 shares; 2024Q4: 1,686,491 shares; 2025Q1: 1,652,482 shares; 2025Q2: 1,636,251 shares; 2025Q3: 1,608,257 shares; 2025Q4: 1,583,127 shares; 2026Q1: 1,556,167 shares; 2026Q2: 1,515,219 shares 1,515,219 $135M 2.92% -40,948 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: 487,634 shares; 2024Q4: 438,289 shares; 2025Q1: 437,614 shares; 2025Q2: 433,658 shares; 2025Q3: 412,082 shares; 2025Q4: 421,743 shares; 2026Q1: 424,450 shares; 2026Q2: 426,013 shares 426,013 $123M 2.67% +1,563 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: 116,392 shares; 2024Q4: 106,444 shares; 2025Q1: 233,852 shares; 2025Q2: 224,064 shares; 2025Q3: 258,779 shares; 2025Q4: 327,203 shares; 2026Q1: 342,170 shares; 2026Q2: 343,683 shares 343,683 $68.8M 1.49% +1,513 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: 168,155 shares; 2024Q4: 168,563 shares; 2025Q1: 168,336 shares; 2025Q2: 165,170 shares; 2025Q3: 174,716 shares; 2025Q4: 172,415 shares; 2026Q1: 174,289 shares; 2026Q2: 177,461 shares 177,461 $66.2M 1.43% +3,172 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: 178,993 shares; 2024Q4: 178,159 shares; 2025Q1: 177,540 shares; 2025Q2: 174,196 shares; 2025Q3: 161,297 shares; 2025Q4: 144,428 shares; 2026Q1: 133,378 shares; 2026Q2: 134,811 shares 134,811 $64.4M 1.39% +1,433 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: 231,081 shares; 2024Q4: 150,843 shares; 2025Q1: 267,667 shares; 2025Q2: 263,076 shares; 2025Q3: 136,476 shares; 2025Q4: 138,742 shares; 2026Q1: 163,225 shares; 2026Q2: 335,833 shares 335,833 $62.2M 1.35% +172,608 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,630 shares; 2024Q4: 123,486 shares; 2025Q1: 122,281 shares; 2025Q2: 121,351 shares; 2025Q3: 120,801 shares; 2025Q4: 118,818 shares; 2026Q1: 118,921 shares; 2026Q2: 703,389 shares 703,389 $60.6M 1.31% +584,468 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: 216,891 shares; 2024Q4: 59,375 shares; 2025Q1: 282,995 shares; 2025Q2: 144,394 shares; 2025Q3: 161,319 shares; 2025Q4: 399,881 shares; 2026Q1: 312,037 shares; 2026Q2: 340,013 shares 340,013 $53.9M 1.17% +27,976 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: 126,832 shares; 2024Q4: 125,195 shares; 2025Q1: 127,895 shares; 2025Q2: 120,065 shares; 2025Q3: 113,420 shares; 2025Q4: 90,890 shares; 2026Q1: 88,892 shares; 2026Q2: 89,860 shares 89,860 $52.2M 1.13% +968 Timeline HYD 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: 1,138,643 shares; 2024Q4: 1,189,221 shares; 2025Q1: 1,200,224 shares; 2025Q2: 5,917 shares; 2025Q3: 5,161 shares; 2025Q4: 5,424 shares; 2026Q1: not reported; 2026Q2: 968,763 shares 968,763 $49.9M 1.08% new 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: 173,507 shares; 2024Q4: 172,932 shares; 2025Q1: 171,074 shares; 2025Q2: 166,674 shares; 2025Q3: 163,451 shares; 2025Q4: 150,998 shares; 2026Q1: 133,442 shares; 2026Q2: 132,821 shares 132,821 $47.5M 1.03% -621 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: 74,374 shares; 2024Q4: 74,931 shares; 2025Q1: 75,814 shares; 2025Q2: 73,002 shares; 2025Q3: 66,624 shares; 2025Q4: 61,032 shares; 2026Q1: 63,193 shares; 2026Q2: 62,818 shares 62,818 $45.4M 0.98% -375 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,574 shares; 2024Q4: 68,012 shares; 2025Q1: 143,814 shares; 2025Q2: 228,760 shares; 2025Q3: 327,058 shares; 2025Q4: 390,848 shares; 2026Q1: 443,964 shares; 2026Q2: 493,444 shares 493,444 $44.4M 0.96% +49,480 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 762,668 shares; 2024Q4: 784,555 shares; 2025Q1: 643,406 shares; 2025Q2: 634,896 shares; 2025Q3: 353,158 shares; 2025Q4: 536,198 shares; 2026Q1: 640,620 shares; 2026Q2: 390,521 shares 390,521 $41.8M 0.9% -250,099 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: 137,519 shares; 2024Q4: 141,827 shares; 2025Q1: 145,889 shares; 2025Q2: 146,516 shares; 2025Q3: 157,194 shares; 2025Q4: 160,374 shares; 2026Q1: 170,455 shares; 2026Q2: 175,147 shares 175,147 $41.7M 0.9% +4,692 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: 178,295 shares; 2024Q4: 181,371 shares; 2025Q1: 116,127 shares; 2025Q2: 128,502 shares; 2025Q3: 265,995 shares; 2025Q4: 188,706 shares; 2026Q1: 248,195 shares; 2026Q2: 192,811 shares 192,811 $41M 0.89% -55,384 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 828,328 shares; 2024Q4: 810,807 shares; 2025Q1: 797,645 shares; 2025Q2: 791,327 shares; 2025Q3: 785,279 shares; 2025Q4: 773,857 shares; 2026Q1: 761,631 shares; 2026Q2: 745,956 shares 745,956 $40.3M 0.87% -15,675 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: 71,485 shares; 2024Q4: 71,174 shares; 2025Q1: 71,304 shares; 2025Q2: 72,444 shares; 2025Q3: 87,604 shares; 2025Q4: 88,815 shares; 2026Q1: 87,515 shares; 2026Q2: 103,452 shares 103,452 $36.6M 0.79% +15,937 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: not reported; 2024Q4: not reported; 2025Q1: 372,475 shares; 2025Q2: 385,364 shares; 2025Q3: 398,618 shares; 2025Q4: 602,860 shares; 2026Q1: 293,372 shares; 2026Q2: 626,956 shares 626,956 $33.6M 0.73% +333,584 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: 189,610 shares; 2024Q4: 420,744 shares; 2025Q1: 303,202 shares; 2025Q2: 319,029 shares; 2025Q3: 373,054 shares; 2025Q4: 279,265 shares; 2026Q1: 331,139 shares; 2026Q2: 404,057 shares 404,057 $33.6M 0.73% +72,918 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,528 shares; 2024Q4: 194,980 shares; 2025Q1: 100,287 shares; 2025Q2: 109,516 shares; 2025Q3: 134,792 shares; 2025Q4: 276,219 shares; 2026Q1: 83,851 shares; 2026Q2: 275,382 shares 275,382 $32.3M 0.7% +191,531 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: 3,043 shares; 2024Q4: 3,117 shares; 2025Q1: 169,422 shares; 2025Q2: 81,603 shares; 2025Q3: 67,098 shares; 2025Q4: 39,614 shares; 2026Q1: 27,269 shares; 2026Q2: 27,603 shares 27,603 $31.9M 0.69% +334 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,295,493 shares; 2024Q4: 1,299,276 shares; 2025Q1: 1,318,417 shares; 2025Q2: 924,597 shares; 2025Q3: 806,980 shares; 2025Q4: 728,586 shares; 2026Q1: 714,015 shares; 2026Q2: 684,606 shares 684,606 $30.9M 0.67% -29,409 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: 100,742 shares; 2024Q4: 102,409 shares; 2025Q1: 103,437 shares; 2025Q2: 106,981 shares; 2025Q3: 117,712 shares; 2025Q4: 114,421 shares; 2026Q1: 119,932 shares; 2026Q2: 120,363 shares 120,363 $30.6M 0.66% +431 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: 89,559 shares; 2024Q4: 89,513 shares; 2025Q1: 90,208 shares; 2025Q2: 87,294 shares; 2025Q3: 97,282 shares; 2025Q4: 97,824 shares; 2026Q1: 94,319 shares; 2026Q2: 93,017 shares 93,017 $30.4M 0.66% -1,302 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,427 shares; 2024Q4: 48,035 shares; 2025Q1: 97,868 shares; 2025Q2: 135,004 shares; 2025Q3: 189,410 shares; 2025Q4: 250,644 shares; 2026Q1: 308,098 shares; 2026Q2: 365,229 shares 365,229 $30.1M 0.65% +57,131 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: 91,504 shares; 2024Q4: 92,264 shares; 2025Q1: 91,534 shares; 2025Q2: 91,679 shares; 2025Q3: 86,240 shares; 2025Q4: 82,129 shares; 2026Q1: 80,588 shares; 2026Q2: 80,582 shares 80,582 $29.2M 0.63% -6 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: 165,666 shares; 2024Q4: 168,940 shares; 2025Q1: 184,173 shares; 2025Q2: 180,626 shares; 2025Q3: 168,904 shares; 2025Q4: 159,633 shares; 2026Q1: 158,680 shares; 2026Q2: 157,757 shares 157,757 $29.2M 0.63% -923 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: 549,176 shares; 2024Q4: 554,522 shares; 2025Q1: 245,949 shares; 2025Q2: 237,431 shares; 2025Q3: 248,700 shares; 2025Q4: 242,453 shares; 2026Q1: 236,140 shares; 2026Q2: 235,213 shares 235,213 $27.6M 0.6% -927 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: 101,609 shares; 2024Q4: 102,254 shares; 2025Q1: 103,106 shares; 2025Q2: 105,278 shares; 2025Q3: 106,986 shares; 2025Q4: 109,214 shares; 2026Q1: 109,820 shares; 2026Q2: 103,634 shares 103,634 $26.1M 0.56% -6,186 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 255,179 shares; 2024Q4: 312,058 shares; 2025Q1: 378,657 shares; 2025Q2: 429,356 shares; 2025Q3: 494,880 shares; 2025Q4: 549,450 shares; 2026Q1: 597,361 shares; 2026Q2: 644,554 shares 644,554 $25.9M 0.56% +47,193 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: 84,104 shares; 2024Q4: 83,358 shares; 2025Q1: 84,270 shares; 2025Q2: 76,188 shares; 2025Q3: 87,916 shares; 2025Q4: 79,322 shares; 2026Q1: 66,236 shares; 2026Q2: 67,043 shares 67,043 $25.3M 0.55% +807 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: 38,886 shares; 2024Q4: 39,266 shares; 2025Q1: 67,160 shares; 2025Q2: 68,091 shares; 2025Q3: 64,581 shares; 2025Q4: 58,910 shares; 2026Q1: 59,076 shares; 2026Q2: 59,256 shares 59,256 $25.3M 0.55% +180 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: 946,555 shares; 2024Q4: 962,900 shares; 2025Q1: 973,369 shares; 2025Q2: 978,360 shares; 2025Q3: 904,083 shares; 2025Q4: 846,350 shares; 2026Q1: 836,607 shares; 2026Q2: 835,596 shares 835,596 $25.2M 0.55% -1,011 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: 50,949 shares; 2024Q4: 50,711 shares; 2025Q1: 50,055 shares; 2025Q2: 48,158 shares; 2025Q3: 50,891 shares; 2025Q4: 43,438 shares; 2026Q1: 43,399 shares; 2026Q2: 43,780 shares 43,780 $24.7M 0.53% +381 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,142 shares; 2025Q3: 88,289 shares; 2025Q4: 85,503 shares; 2026Q1: 83,517 shares; 2026Q2: 81,575 shares 81,575 $23.2M 0.5% -1,942 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,568 shares; 2024Q4: 165,439 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,638 shares; 2025Q4: not reported; 2026Q1: 417,228 shares; 2026Q2: 444,783 shares 444,783 $22.6M 0.49% +27,555 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: 17,717 shares; 2025Q2: 16,176 shares; 2025Q3: 14,471 shares; 2025Q4: 11,696 shares; 2026Q1: 11,308 shares; 2026Q2: 11,100 shares 11,100 $22.1M 0.48% -208 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: 362,548 shares; 2024Q4: 266,214 shares; 2025Q1: 288,298 shares; 2025Q2: 178,110 shares; 2025Q3: 358,670 shares; 2025Q4: 728,693 shares; 2026Q1: 388,752 shares; 2026Q2: 410,035 shares 410,035 $21.8M 0.47% +21,283 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,508 shares; 2024Q4: 436,001 shares; 2025Q1: 422,774 shares; 2025Q2: 397,858 shares; 2025Q3: 375,643 shares; 2025Q4: 347,619 shares; 2026Q1: 371,095 shares; 2026Q2: 370,909 shares 370,909 $21.4M 0.46% -186 Timeline RMIF ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,118,735 shares; 2024Q4: 1,091,723 shares; 2025Q1: 1,071,218 shares; 2025Q2: 1,054,694 shares; 2025Q3: 1,010,442 shares; 2025Q4: 976,048 shares; 2026Q1: 934,785 shares; 2026Q2: 830,826 shares 830,826 $20.1M 0.43% -103,959 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,926 shares; 2024Q4: 93,829 shares; 2025Q1: 95,683 shares; 2025Q2: 97,772 shares; 2025Q3: 105,647 shares; 2025Q4: 789,950 shares; 2026Q1: 795,282 shares; 2026Q2: 805,088 shares 805,088 $19.4M 0.42% +9,806 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: 1,525 shares; 2024Q4: 1,533 shares; 2025Q1: 1,535 shares; 2025Q2: 1,543 shares; 2025Q3: 5,236 shares; 2025Q4: 7,535 shares; 2026Q1: 8,052 shares; 2026Q2: 63,613 shares 63,613 $19.2M 0.42% +55,561 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: 137,718 shares; 2024Q4: 136,205 shares; 2025Q1: 133,707 shares; 2025Q2: 128,433 shares; 2025Q3: 128,458 shares; 2025Q4: 124,844 shares; 2026Q1: 123,860 shares; 2026Q2: 123,081 shares 123,081 $18.3M 0.39% -779 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,628 shares; 2024Q4: 147,948 shares; 2025Q1: 150,425 shares; 2025Q2: 152,350 shares; 2025Q3: 141,403 shares; 2025Q4: 132,377 shares; 2026Q1: 134,714 shares; 2026Q2: 134,850 shares 134,850 $17.5M 0.38% +136 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: 177,894 shares; 2024Q4: 179,429 shares; 2025Q1: 163,619 shares; 2025Q2: 157,273 shares; 2025Q3: 160,145 shares; 2025Q4: 150,368 shares; 2026Q1: 148,679 shares; 2026Q2: 137,963 shares 137,963 $17.4M 0.38% -10,716 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: 56,011 shares; 2024Q4: 55,962 shares; 2025Q1: 52,593 shares; 2025Q2: 51,988 shares; 2025Q3: 52,753 shares; 2025Q4: 52,384 shares; 2026Q1: 52,035 shares; 2026Q2: 50,625 shares 50,625 $17.4M 0.38% -1,410 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: 70,555 shares; 2024Q4: 77,627 shares; 2025Q1: 77,561 shares; 2025Q2: 80,312 shares; 2025Q3: 101,158 shares; 2025Q4: 111,708 shares; 2026Q1: 117,145 shares; 2026Q2: 122,637 shares 122,637 $16.8M 0.36% +5,492 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,354 shares; 2024Q4: 131,005 shares; 2025Q1: 133,819 shares; 2025Q2: 182,864 shares; 2025Q3: 193,127 shares; 2025Q4: 154,348 shares; 2026Q1: 152,565 shares; 2026Q2: 163,475 shares 163,475 $16.2M 0.35% +10,910 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: 278,453 shares; 2024Q4: 278,905 shares; 2025Q1: 273,385 shares; 2025Q2: 285,283 shares; 2025Q3: 280,163 shares; 2025Q4: 278,235 shares; 2026Q1: 279,038 shares; 2026Q2: 283,606 shares 283,606 $16.2M 0.35% +4,568 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,075 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190,372 shares; 2026Q1: 177,604 shares; 2026Q2: 158,976 shares 158,976 $16M 0.35% -18,628 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: 22,173 shares; 2024Q4: 22,227 shares; 2025Q1: 21,942 shares; 2025Q2: 21,798 shares; 2025Q3: 21,705 shares; 2025Q4: 20,763 shares; 2026Q1: 20,922 shares; 2026Q2: 21,072 shares 21,072 $15.7M 0.34% +150 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,058 shares; 2024Q4: 140,541 shares; 2025Q1: 142,173 shares; 2025Q2: 148,406 shares; 2025Q3: 138,116 shares; 2025Q4: 81,943 shares; 2026Q1: 135,792 shares; 2026Q2: 140,069 shares 140,069 $15.4M 0.33% +4,277 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,923 shares; 2024Q4: 183,830 shares; 2025Q1: 184,233 shares; 2025Q2: 180,015 shares; 2025Q3: 163,132 shares; 2025Q4: 141,341 shares; 2026Q1: 136,399 shares; 2026Q2: 134,448 shares 134,448 $15.2M 0.33% -1,951 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,864 shares; 2024Q4: 191,631 shares; 2025Q1: 203,048 shares; 2025Q2: 205,825 shares; 2025Q3: 189,742 shares; 2025Q4: 179,519 shares; 2026Q1: 177,860 shares; 2026Q2: 179,580 shares 179,580 $14M 0.3% +1,720 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: 162,775 shares; 2024Q4: 170,049 shares; 2025Q1: 175,508 shares; 2025Q2: 175,391 shares; 2025Q3: 179,048 shares; 2025Q4: 178,866 shares; 2026Q1: 179,631 shares; 2026Q2: 180,370 shares 180,370 $13.9M 0.3% +739 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: 163,918 shares; 2024Q4: 533,648 shares; 2025Q1: 427,552 shares; 2025Q2: 506,933 shares; 2025Q3: 505,939 shares; 2025Q4: 491,711 shares; 2026Q1: 391,178 shares; 2026Q2: 463,013 shares 463,013 $13.6M 0.29% +71,835 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: 40,697 shares; 2024Q4: 40,118 shares; 2025Q1: 40,130 shares; 2025Q2: 40,391 shares; 2025Q3: 39,056 shares; 2025Q4: 38,197 shares; 2026Q1: 39,210 shares; 2026Q2: 40,175 shares 40,175 $13.6M 0.29% +965 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: 461,333 shares; 2024Q4: 452,963 shares; 2025Q1: 50,029 shares; 2025Q2: 43,919 shares; 2025Q3: 44,740 shares; 2025Q4: 44,297 shares; 2026Q1: 44,197 shares; 2026Q2: 44,146 shares 44,146 $13.3M 0.29% -51 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: 16,788 shares; 2024Q4: 17,664 shares; 2025Q1: 17,990 shares; 2025Q2: 17,952 shares; 2025Q3: 21,061 shares; 2025Q4: 22,615 shares; 2026Q1: 23,767 shares; 2026Q2: 24,450 shares 24,450 $12.2M 0.26% +683 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: 91,231 shares; 2024Q4: 75,108 shares; 2025Q1: 97,460 shares; 2025Q2: 59,803 shares; 2025Q3: 56,746 shares; 2025Q4: 56,201 shares; 2026Q1: 55,688 shares; 2026Q2: 67,491 shares 67,491 $11.8M 0.26% +11,803 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: 59,593 shares; 2024Q4: 62,104 shares; 2025Q1: 64,514 shares; 2025Q2: 71,468 shares; 2025Q3: 69,884 shares; 2025Q4: 68,316 shares; 2026Q1: 68,736 shares; 2026Q2: 70,208 shares 70,208 $11.6M 0.25% +1,472 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: 62,594 shares; 2024Q4: 62,031 shares; 2025Q1: 62,117 shares; 2025Q2: 61,008 shares; 2025Q3: 54,920 shares; 2025Q4: 51,949 shares; 2026Q1: 74,862 shares; 2026Q2: 72,567 shares 72,567 $11.4M 0.25% -2,295 Timeline SPDW 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: 241,137 shares; 2024Q4: 230,537 shares; 2025Q1: 219,649 shares; 2025Q2: 222,186 shares; 2025Q3: 224,099 shares; 2025Q4: 224,221 shares; 2026Q1: 224,086 shares; 2026Q2: 225,582 shares 225,582 $11.4M 0.25% +1,496 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: 260,842 shares; 2024Q4: 250,971 shares; 2025Q1: 268,667 shares; 2025Q2: 271,947 shares; 2025Q3: 264,341 shares; 2025Q4: 256,891 shares; 2026Q1: 260,797 shares; 2026Q2: 264,306 shares 264,306 $11.2M 0.24% +3,509 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,540 shares; 2024Q4: 163,768 shares; 2025Q1: 161,327 shares; 2025Q2: 76,484 shares; 2025Q3: 84,221 shares; 2025Q4: 82,506 shares; 2026Q1: 112,867 shares; 2026Q2: 112,764 shares 112,764 $10.9M 0.23% -103 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,096 shares; 2025Q3: 38,961 shares; 2025Q4: 38,535 shares; 2026Q1: 37,492 shares; 2026Q2: 37,112 shares 37,112 $10.6M 0.23% -380 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,452 shares; 2024Q4: 35,376 shares; 2025Q1: 17,587 shares; 2025Q2: 16,609 shares; 2025Q3: 31,258 shares; 2025Q4: 37,438 shares; 2026Q1: 27,630 shares; 2026Q2: 112,739 shares 112,739 $10.4M 0.23% +85,109 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 238,173 shares; 2024Q4: 226,536 shares; 2025Q1: 266,476 shares; 2025Q2: 265,903 shares; 2025Q3: 243,212 shares; 2025Q4: 230,599 shares; 2026Q1: 226,124 shares; 2026Q2: 223,649 shares 223,649 $10.4M 0.22% -2,475 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: 102,558 shares; 2024Q4: 98,659 shares; 2025Q1: 97,006 shares; 2025Q2: 97,408 shares; 2025Q3: 99,763 shares; 2025Q4: 99,272 shares; 2026Q1: 99,309 shares; 2026Q2: 99,527 shares 99,527 $10.3M 0.22% +218 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: 71,654 shares; 2024Q4: 72,673 shares; 2025Q1: 74,861 shares; 2025Q2: 65,782 shares; 2025Q3: 64,815 shares; 2025Q4: 71,980 shares; 2026Q1: 73,278 shares; 2026Q2: 74,734 shares 74,734 $10.1M 0.22% +1,456 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,304 shares; 2024Q4: 191,099 shares; 2025Q1: 209,819 shares; 2025Q2: 137,211 shares; 2025Q3: 124,640 shares; 2025Q4: 116,065 shares; 2026Q1: 174,221 shares; 2026Q2: 88,320 shares 88,320 $10M 0.22% -85,901 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: 4,073 shares; 2024Q4: 4,152 shares; 2025Q1: 4,338 shares; 2025Q2: 4,659 shares; 2025Q3: 6,210 shares; 2025Q4: 6,682 shares; 2026Q1: 8,040 shares; 2026Q2: 8,232 shares 8,232 $9.87M 0.21% +192 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,468 shares; 2025Q2: 50,219 shares; 2025Q3: 41,535 shares; 2025Q4: 36,406 shares; 2026Q1: 35,811 shares; 2026Q2: 33,633 shares 33,633 $9.85M 0.21% -2,178 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: 57,945 shares; 2024Q4: 58,124 shares; 2025Q1: 58,975 shares; 2025Q2: 59,789 shares; 2025Q3: 70,424 shares; 2025Q4: 72,828 shares; 2026Q1: 119,936 shares; 2026Q2: 107,540 shares 107,540 $9.76M 0.21% -12,396 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 139,875 shares; 2025Q1: 156,309 shares; 2025Q2: 201,452 shares; 2025Q3: 196,320 shares; 2025Q4: 185,564 shares; 2026Q1: 182,311 shares; 2026Q2: 182,745 shares 182,745 $9.58M 0.21% +434 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: 103,984 shares; 2024Q4: 84,700 shares; 2025Q1: 79,807 shares; 2025Q2: 59,631 shares; 2025Q3: 58,958 shares; 2025Q4: 52,419 shares; 2026Q1: 52,087 shares; 2026Q2: 67,910 shares 67,910 $9.48M 0.21% +15,823 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: 15,270 shares; 2024Q4: 15,978 shares; 2025Q1: 16,481 shares; 2025Q2: 17,445 shares; 2025Q3: 17,358 shares; 2025Q4: 16,936 shares; 2026Q1: 16,925 shares; 2026Q2: 17,178 shares 17,178 $8.75M 0.19% +253 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: 44,601 shares; 2024Q4: 43,644 shares; 2025Q1: 42,834 shares; 2025Q2: 41,808 shares; 2025Q3: 45,478 shares; 2025Q4: 45,224 shares; 2026Q1: 45,419 shares; 2026Q2: 45,711 shares 45,711 $8.67M 0.19% +292 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,319 shares; 2024Q4: 76,350 shares; 2025Q1: 76,359 shares; 2025Q2: 76,373 shares; 2025Q3: 76,382 shares; 2025Q4: 123,023 shares; 2026Q1: 124,831 shares; 2026Q2: 92,906 shares 92,906 $8.52M 0.18% -31,925 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,735 shares; 2024Q4: 65,503 shares; 2025Q1: 66,645 shares; 2025Q2: 66,391 shares; 2025Q3: 63,218 shares; 2025Q4: 59,667 shares; 2026Q1: 66,054 shares; 2026Q2: 67,751 shares 67,751 $8.43M 0.18% +1,697 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 127,420 shares; 2025Q3: 125,514 shares; 2025Q4: 120,040 shares; 2026Q1: 120,989 shares; 2026Q2: 121,221 shares 121,221 $8.39M 0.18% +232 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,594 shares; 2024Q4: 9,529 shares; 2025Q1: 9,441 shares; 2025Q2: 11,056 shares; 2025Q3: 11,886 shares; 2025Q4: 11,513 shares; 2026Q1: 11,552 shares; 2026Q2: 11,746 shares 11,746 $8.07M 0.17% +194 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: 177,510 shares; 2024Q4: 296,720 shares; 2025Q1: 297,339 shares; 2025Q2: 312,439 shares; 2025Q3: 301,098 shares; 2025Q4: 297,338 shares; 2026Q1: 285,378 shares; 2026Q2: 284,993 shares 284,993 $7.89M 0.17% -385 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,898 shares; 2026Q1: 30,679 shares; 2026Q2: 30,429 shares 30,429 $7.36M 0.16% -250 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,467 shares; 2024Q4: 25,613 shares; 2025Q1: 59,334 shares; 2025Q2: 41,024 shares; 2025Q3: 35,297 shares; 2025Q4: 33,844 shares; 2026Q1: 34,684 shares; 2026Q2: 33,877 shares 33,877 $7.32M 0.16% -807 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: 13,902 shares; 2024Q4: 13,981 shares; 2025Q1: 13,781 shares; 2025Q2: 13,679 shares; 2025Q3: 17,421 shares; 2025Q4: 18,998 shares; 2026Q1: 19,691 shares; 2026Q2: 19,171 shares 19,171 $7.16M 0.15% -520 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: 3,123 shares; 2024Q4: 3,252 shares; 2025Q1: 3,343 shares; 2025Q2: 3,372 shares; 2025Q3: 3,305 shares; 2025Q4: 3,264 shares; 2026Q1: 3,324 shares; 2026Q2: 31,435 shares 31,435 $7.04M 0.15% +28,111 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: 144,321 shares; 2024Q4: 99,744 shares; 2025Q1: 97,707 shares; 2025Q2: 91,784 shares; 2025Q3: 97,091 shares; 2025Q4: 95,183 shares; 2026Q1: 91,386 shares; 2026Q2: 97,107 shares 97,107 $6.92M 0.15% +5,721 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: 9,356 shares; 2025Q4: 11,976 shares; 2026Q1: 18,421 shares; 2026Q2: 15,874 shares 15,874 $6.88M 0.15% -2,547 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,895 shares; 2024Q4: 15,333 shares; 2025Q1: 41,005 shares; 2025Q2: 41,387 shares; 2025Q3: 37,043 shares; 2025Q4: 27,505 shares; 2026Q1: 34,416 shares; 2026Q2: 32,999 shares 32,999 $6.77M 0.15% -1,417 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,630 shares; 2025Q2: 75,619 shares; 2025Q3: 65,443 shares; 2025Q4: 60,057 shares; 2026Q1: 58,381 shares; 2026Q2: 56,507 shares 56,507 $6.68M 0.14% -1,874 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: 3,825 shares; 2024Q4: 3,488 shares; 2025Q1: 3,478 shares; 2025Q2: 3,513 shares; 2025Q3: 4,710 shares; 2025Q4: 5,140 shares; 2026Q1: 5,351 shares; 2026Q2: 5,656 shares 5,656 $6.64M 0.14% +305 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,925 shares; 2026Q1: not reported; 2026Q2: 72,999 shares 72,999 $6.61M 0.14% new 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: 2,390 shares; 2024Q4: 14,390 shares; 2025Q1: 15,999 shares; 2025Q2: 16,143 shares; 2025Q3: 14,534 shares; 2025Q4: 13,787 shares; 2026Q1: 13,385 shares; 2026Q2: 13,129 shares 13,129 $6.58M 0.14% -256 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,264 shares; 2025Q2: 68,879 shares; 2025Q3: 66,468 shares; 2025Q4: 39,544 shares; 2026Q1: 64,121 shares; 2026Q2: 67,169 shares 67,169 $6.41M 0.14% +3,048 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,057 shares; 2024Q4: 194,212 shares; 2025Q1: 215,880 shares; 2025Q2: 198,045 shares; 2025Q3: 194,565 shares; 2025Q4: 138,182 shares; 2026Q1: 243,312 shares; 2026Q2: 257,556 shares 257,556 $6.32M 0.14% +14,244 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: 15,923 shares; 2024Q4: 15,988 shares; 2025Q1: 15,939 shares; 2025Q2: 16,080 shares; 2025Q3: 20,085 shares; 2025Q4: 21,735 shares; 2026Q1: 22,575 shares; 2026Q2: 21,008 shares 21,008 $5.91M 0.13% -1,567 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,092 shares; 2024Q4: 78,352 shares; 2025Q1: 78,259 shares; 2025Q2: 78,057 shares; 2025Q3: 77,256 shares; 2025Q4: 77,732 shares; 2026Q1: 77,698 shares; 2026Q2: 77,710 shares 77,710 $5.83M 0.13% +12 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,787 shares; 2024Q4: 5,842 shares; 2025Q1: 6,013 shares; 2025Q2: 6,209 shares; 2025Q3: 35,178 shares; 2025Q4: 44,301 shares; 2026Q1: 37,299 shares; 2026Q2: 39,994 shares 39,994 $5.78M 0.13% +2,695 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,615 shares; 2026Q1: 23,321 shares; 2026Q2: 24,126 shares 24,126 $5.75M 0.12% +805 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: 15,055 shares; 2024Q4: 16,298 shares; 2025Q1: 16,805 shares; 2025Q2: 20,334 shares; 2025Q3: 33,336 shares; 2025Q4: 38,577 shares; 2026Q1: 49,420 shares; 2026Q2: 50,675 shares 50,675 $5.74M 0.12% +1,255 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: 3,190 shares; 2024Q4: 3,354 shares; 2025Q1: 3,351 shares; 2025Q2: 3,318 shares; 2025Q3: 3,483 shares; 2025Q4: 4,940 shares; 2026Q1: 5,229 shares; 2026Q2: 5,291 shares 5,291 $5.63M 0.12% +62 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: 7,318 shares; 2024Q4: 6,721 shares; 2025Q1: 5,426 shares; 2025Q2: 5,079 shares; 2025Q3: 9,826 shares; 2025Q4: 11,941 shares; 2026Q1: 12,631 shares; 2026Q2: 13,380 shares 13,380 $5.63M 0.12% +749 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN 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: 45,026 shares; 2025Q3: 40,016 shares; 2025Q4: 25,346 shares; 2026Q1: 33,730 shares; 2026Q2: 33,208 shares 33,208 $5.6M 0.12% -522 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,853 shares; 2024Q4: 23,988 shares; 2025Q1: 23,505 shares; 2025Q2: 23,448 shares; 2025Q3: 23,470 shares; 2025Q4: 74,634 shares; 2026Q1: 81,423 shares; 2026Q2: 89,299 shares 89,299 $5.39M 0.12% +7,876 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,445 shares; 2024Q4: 4,396 shares; 2025Q1: 4,398 shares; 2025Q2: 4,404 shares; 2025Q3: 4,411 shares; 2025Q4: 12,329 shares; 2026Q1: 12,331 shares; 2026Q2: 12,314 shares 12,314 $5.39M 0.12% -17 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 797 shares; 2024Q4: 787 shares; 2025Q1: 872 shares; 2025Q2: 1,164 shares; 2025Q3: 3,100 shares; 2025Q4: 7,053 shares; 2026Q1: 6,995 shares; 2026Q2: 7,040 shares 7,040 $5.37M 0.12% +45 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: 21,317 shares; 2024Q4: 21,658 shares; 2025Q1: 20,709 shares; 2025Q2: 24,192 shares; 2025Q3: 26,919 shares; 2025Q4: 26,323 shares; 2026Q1: 40,070 shares; 2026Q2: 41,284 shares 41,284 $5.3M 0.11% +1,214 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: 11,666 shares; 2024Q4: 11,726 shares; 2025Q1: 11,697 shares; 2025Q2: 11,889 shares; 2025Q3: 9,588 shares; 2025Q4: 9,697 shares; 2026Q1: 9,937 shares; 2026Q2: 10,195 shares 10,195 $5.24M 0.11% +258 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: 22,196 shares; 2024Q4: 22,849 shares; 2025Q1: 30,280 shares; 2025Q2: 30,164 shares; 2025Q3: 31,237 shares; 2025Q4: 22,520 shares; 2026Q1: 22,345 shares; 2026Q2: 17,428 shares 17,428 $5.19M 0.11% -4,917 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: 32,666 shares; 2024Q4: 33,151 shares; 2025Q1: 33,285 shares; 2025Q2: 34,825 shares; 2025Q3: 34,875 shares; 2025Q4: 35,183 shares; 2026Q1: 35,307 shares; 2026Q2: 35,208 shares 35,208 $5.16M 0.11% -99 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,143 shares; 2024Q4: 15,179 shares; 2025Q1: 15,005 shares; 2025Q2: 15,524 shares; 2025Q3: 15,547 shares; 2025Q4: 15,275 shares; 2026Q1: 14,118 shares; 2026Q2: 14,096 shares 14,096 $5.15M 0.11% -22 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,941 shares; 2024Q4: 103,680 shares; 2025Q1: 106,953 shares; 2025Q2: 125,356 shares; 2025Q3: 113,752 shares; 2025Q4: 99,620 shares; 2026Q1: 105,108 shares; 2026Q2: 106,242 shares 106,242 $5.09M 0.11% +1,134 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,600 shares; 2025Q1: 31,277 shares; 2025Q2: 26,539 shares; 2025Q3: 25,911 shares; 2025Q4: 21,307 shares; 2026Q1: 34,514 shares; 2026Q2: 36,363 shares 36,363 $5.06M 0.11% +1,849 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: 6,340 shares; 2024Q4: 5,977 shares; 2025Q1: 5,796 shares; 2025Q2: 6,950 shares; 2025Q3: 6,390 shares; 2025Q4: 6,459 shares; 2026Q1: 6,776 shares; 2026Q2: 6,745 shares 6,745 $4.97M 0.11% -31 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,851 shares; 2024Q4: 151,277 shares; 2025Q1: 152,487 shares; 2025Q2: 149,281 shares; 2025Q3: 134,371 shares; 2025Q4: 125,822 shares; 2026Q1: 123,810 shares; 2026Q2: 122,379 shares 122,379 $4.74M 0.1% -1,431 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,794 shares; 2024Q4: 9,902 shares; 2025Q1: 10,214 shares; 2025Q2: 10,632 shares; 2025Q3: 17,344 shares; 2025Q4: 19,452 shares; 2026Q1: 27,898 shares; 2026Q2: 31,244 shares 31,244 $4.73M 0.1% +3,346 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,010 shares; 2024Q4: 29,890 shares; 2025Q1: 30,084 shares; 2025Q2: 31,004 shares; 2025Q3: 31,088 shares; 2025Q4: 32,162 shares; 2026Q1: 29,230 shares; 2026Q2: 30,158 shares 30,158 $4.65M 0.1% +928 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,362 shares 63,362 $4.61M 0.1% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,343 shares; 2024Q4: 7,465 shares; 2025Q1: 7,639 shares; 2025Q2: 7,700 shares; 2025Q3: 8,008 shares; 2025Q4: 8,170 shares; 2026Q1: 8,844 shares; 2026Q2: 8,828 shares 8,828 $4.61M 0.1% -16 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: 854 shares; 2024Q4: 782 shares; 2025Q1: 800 shares; 2025Q2: 815 shares; 2025Q3: 638 shares; 2025Q4: 692 shares; 2026Q1: not reported; 2026Q2: 23,569 shares 23,569 $4.58M 0.1% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,880 shares; 2024Q4: 172,979 shares; 2025Q1: 122,595 shares; 2025Q2: 122,227 shares; 2025Q3: 111,294 shares; 2025Q4: 96,506 shares; 2026Q1: 99,834 shares; 2026Q2: 44,471 shares 44,471 $4.37M 0.09% -55,363 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: 6,403 shares; 2024Q4: 6,590 shares; 2025Q1: 6,581 shares; 2025Q2: 7,453 shares; 2025Q3: 9,593 shares; 2025Q4: 10,543 shares; 2026Q1: 11,419 shares; 2026Q2: 12,169 shares 12,169 $4.29M 0.09% +750 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: 2,313 shares; 2025Q4: 2,781 shares; 2026Q1: 5,132 shares; 2026Q2: 4,444 shares 4,444 $4.29M 0.09% -688 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: 22,471 shares; 2024Q4: 23,392 shares; 2025Q1: 23,577 shares; 2025Q2: 26,140 shares; 2025Q3: 25,187 shares; 2025Q4: 22,539 shares; 2026Q1: 49,606 shares; 2026Q2: 52,742 shares 52,742 $4.29M 0.09% +3,136 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN 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: 55,062 shares 55,062 $4.28M 0.09% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,401 shares; 2025Q1: not reported; 2025Q2: 14,874 shares; 2025Q3: 14,241 shares; 2025Q4: 13,065 shares; 2026Q1: 12,666 shares; 2026Q2: 11,841 shares 11,841 $4.27M 0.09% -825 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 47,687 shares; 2025Q4: 42,882 shares; 2026Q1: 40,945 shares; 2026Q2: 38,872 shares 38,872 $4M 0.09% -2,073 Timeline SPSM 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: 77,529 shares; 2024Q4: 78,739 shares; 2025Q1: 76,381 shares; 2025Q2: 71,061 shares; 2025Q3: 70,516 shares; 2025Q4: 70,515 shares; 2026Q1: 70,479 shares; 2026Q2: 69,228 shares 69,228 $3.99M 0.09% -1,251 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,409 shares; 2025Q1: 1,442 shares; 2025Q2: 2,111 shares; 2025Q3: 3,671 shares; 2025Q4: 3,952 shares; 2026Q1: 4,192 shares; 2026Q2: 4,257 shares 4,257 $3.98M 0.09% +65 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,050 shares; 2024Q4: 82,154 shares; 2025Q1: 76,396 shares; 2025Q2: 77,536 shares; 2025Q3: 77,354 shares; 2025Q4: 76,367 shares; 2026Q1: 76,211 shares; 2026Q2: 76,892 shares 76,892 $3.98M 0.09% +681 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: 64,747 shares; 2024Q4: 64,912 shares; 2025Q1: 63,533 shares; 2025Q2: 68,549 shares; 2025Q3: 74,083 shares; 2025Q4: 66,421 shares; 2026Q1: 67,305 shares; 2026Q2: 65,982 shares 65,982 $3.94M 0.09% -1,323 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: 7,295 shares; 2024Q4: 6,410 shares; 2025Q1: 6,548 shares; 2025Q2: 6,554 shares; 2025Q3: 7,623 shares; 2025Q4: 7,321 shares; 2026Q1: 7,276 shares; 2026Q2: 30,886 shares 30,886 $3.84M 0.08% +23,610 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,472 shares 26,472 $3.79M 0.08% new 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: 58,820 shares; 2024Q4: 58,813 shares; 2025Q1: 58,407 shares; 2025Q2: 55,796 shares; 2025Q3: 54,950 shares; 2025Q4: 55,424 shares; 2026Q1: 54,784 shares; 2026Q2: 54,815 shares 54,815 $3.75M 0.08% +31 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: 3,893 shares; 2024Q4: 3,927 shares; 2025Q1: 3,918 shares; 2025Q2: 3,906 shares; 2025Q3: 3,950 shares; 2025Q4: 3,699 shares; 2026Q1: 3,663 shares; 2026Q2: 3,683 shares 3,683 $3.73M 0.08% +20 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,688 shares; 2024Q4: 128,433 shares; 2025Q1: 150,842 shares; 2025Q2: 122,892 shares; 2025Q3: 117,338 shares; 2025Q4: 18,603 shares; 2026Q1: 33,916 shares; 2026Q2: 34,606 shares 34,606 $3.72M 0.08% +690 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,004 shares; 2025Q3: 58,209 shares; 2025Q4: 58,662 shares; 2026Q1: 57,468 shares; 2026Q2: 56,412 shares 56,412 $3.71M 0.08% -1,056 Timeline XSD 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: 6,936 shares; 2025Q3: 6,607 shares; 2025Q4: 6,270 shares; 2026Q1: 5,964 shares; 2026Q2: 5,924 shares 5,924 $3.69M 0.08% -40 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: 22,589 shares; 2024Q4: 22,823 shares; 2025Q1: 23,005 shares; 2025Q2: 3,285 shares; 2025Q3: 6,111 shares; 2025Q4: 7,171 shares; 2026Q1: 7,767 shares; 2026Q2: 8,880 shares 8,880 $3.69M 0.08% +1,113 Timeline IBB 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: 26,182 shares; 2025Q1: not reported; 2025Q2: 18,163 shares; 2025Q3: 17,752 shares; 2025Q4: 17,386 shares; 2026Q1: 14,981 shares; 2026Q2: 19,367 shares 19,367 $3.68M 0.08% +4,386 Timeline BKLN 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: 9,497,020 shares; 2024Q4: 9,792,889 shares; 2025Q1: 10,228,132 shares; 2025Q2: 169,224 shares; 2025Q3: 174,373 shares; 2025Q4: 179,926 shares; 2026Q1: 174,085 shares; 2026Q2: 179,357 shares 179,357 $3.65M 0.08% +5,272 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,078 shares; 2024Q4: 33,176 shares; 2025Q1: 33,273 shares; 2025Q2: 33,674 shares; 2025Q3: 29,770 shares; 2025Q4: 29,860 shares; 2026Q1: 29,926 shares; 2026Q2: 29,985 shares 29,985 $3.64M 0.08% +59 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: 2,731 shares; 2025Q3: 9,182 shares; 2025Q4: 11,658 shares; 2026Q1: 12,678 shares; 2026Q2: 15,957 shares 15,957 $3.62M 0.08% +3,279 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: 12,111 shares; 2024Q4: 12,037 shares; 2025Q1: 11,970 shares; 2025Q2: 12,585 shares; 2025Q3: 15,152 shares; 2025Q4: 16,357 shares; 2026Q1: 20,072 shares; 2026Q2: 13,393 shares 13,393 $3.62M 0.08% -6,679 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: 16,637 shares; 2024Q4: 16,767 shares; 2025Q1: 21,285 shares; 2025Q2: 22,687 shares; 2025Q3: 22,563 shares; 2025Q4: 22,552 shares; 2026Q1: 22,811 shares; 2026Q2: 22,874 shares 22,874 $3.61M 0.08% +63 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: 4,689 shares; 2024Q4: 6,131 shares; 2025Q1: 19,513 shares; 2025Q2: 28,907 shares; 2025Q3: 45,767 shares; 2025Q4: 46,429 shares; 2026Q1: 45,123 shares; 2026Q2: 47,577 shares 47,577 $3.61M 0.08% +2,454 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,716 shares; 2025Q1: 2,126 shares; 2025Q2: 2,893 shares; 2025Q3: 2,771 shares; 2025Q4: 2,875 shares; 2026Q1: 11,634 shares; 2026Q2: 17,093 shares 17,093 $3.57M 0.08% +5,459 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: 216,505 shares; 2024Q4: 211,247 shares; 2025Q1: 207,442 shares; 2025Q2: 199,832 shares; 2025Q3: 174,358 shares; 2025Q4: 49,583 shares; 2026Q1: 43,706 shares; 2026Q2: 41,105 shares 41,105 $3.55M 0.08% -2,601 Timeline IYT 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: 32,703 shares; 2025Q1: not reported; 2025Q2: 51,487 shares; 2025Q3: 49,008 shares; 2025Q4: 44,163 shares; 2026Q1: 43,135 shares; 2026Q2: 40,710 shares 40,710 $3.53M 0.08% -2,425 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: 7,846 shares; 2024Q4: 9,701 shares; 2025Q1: 9,972 shares; 2025Q2: 10,291 shares; 2025Q3: 8,715 shares; 2025Q4: 8,486 shares; 2026Q1: 8,646 shares; 2026Q2: 8,897 shares 8,897 $3.29M 0.07% +251 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,137 shares; 2024Q4: 3,393 shares; 2025Q1: 3,263 shares; 2025Q2: 3,522 shares; 2025Q3: 15,047 shares; 2025Q4: 19,385 shares; 2026Q1: 21,062 shares; 2026Q2: 21,447 shares 21,447 $3.13M 0.07% +385 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,588 shares; 2024Q4: 43,913 shares; 2025Q1: 43,421 shares; 2025Q2: 42,585 shares; 2025Q3: 42,546 shares; 2025Q4: 42,316 shares; 2026Q1: 42,244 shares; 2026Q2: 41,279 shares 41,279 $3.12M 0.07% -965 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,414 shares 31,414 $3.12M 0.07% new 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: 31,678 shares; 2024Q4: 32,378 shares; 2025Q1: 32,010 shares; 2025Q2: 33,997 shares; 2025Q3: 38,932 shares; 2025Q4: 38,502 shares; 2026Q1: 37,245 shares; 2026Q2: 36,958 shares 36,958 $3.05M 0.07% -287 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,773 shares; 2024Q4: 16,908 shares; 2025Q1: 16,792 shares; 2025Q2: 15,483 shares; 2025Q3: 15,759 shares; 2025Q4: 14,412 shares; 2026Q1: 13,211 shares; 2026Q2: 13,239 shares 13,239 $2.93M 0.06% +28 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: 10,881 shares; 2024Q4: 10,766 shares; 2025Q1: 10,988 shares; 2025Q2: 11,397 shares; 2025Q3: 11,526 shares; 2025Q4: 12,129 shares; 2026Q1: 12,169 shares; 2026Q2: 12,361 shares 12,361 $2.92M 0.06% +192 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: 7,079 shares; 2024Q4: 7,385 shares; 2025Q1: 6,987 shares; 2025Q2: 7,882 shares; 2025Q3: 7,884 shares; 2025Q4: 7,924 shares; 2026Q1: 8,205 shares; 2026Q2: 10,621 shares 10,621 $2.89M 0.06% +2,416 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 471 shares; 2025Q2: 653 shares; 2025Q3: 3,027 shares; 2025Q4: 3,953 shares; 2026Q1: 4,261 shares; 2026Q2: 4,519 shares 4,519 $2.87M 0.06% +258 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: 9,900 shares; 2024Q4: 9,895 shares; 2025Q1: 11,225 shares; 2025Q2: 11,270 shares; 2025Q3: 11,789 shares; 2025Q4: 11,804 shares; 2026Q1: 11,752 shares; 2026Q2: 11,613 shares 11,613 $2.82M 0.06% -139 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,794 shares; 2024Q4: 6,850 shares; 2025Q1: 16,453 shares; 2025Q2: 26,165 shares; 2025Q3: 26,585 shares; 2025Q4: 28,333 shares; 2026Q1: 26,118 shares; 2026Q2: 26,458 shares 26,458 $2.72M 0.06% +340 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,093 shares; 2024Q4: 2,784 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 2,785 shares; 2025Q4: 5,527 shares; 2026Q1: 4,868 shares; 2026Q2: 17,142 shares 17,142 $2.71M 0.06% +12,274 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: 9,427 shares; 2024Q4: 9,459 shares; 2025Q1: 9,792 shares; 2025Q2: 10,224 shares; 2025Q3: 10,275 shares; 2025Q4: 9,879 shares; 2026Q1: 9,868 shares; 2026Q2: 9,947 shares 9,947 $2.69M 0.06% +79 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,872 shares; 2024Q4: 48,443 shares; 2025Q1: 29,917 shares; 2025Q2: 29,999 shares; 2025Q3: 48,342 shares; 2025Q4: 51,299 shares; 2026Q1: 47,121 shares; 2026Q2: 47,481 shares 47,481 $2.66M 0.06% +360 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,138 shares; 2025Q1: 59,949 shares; 2025Q2: 59,703 shares; 2025Q3: 57,700 shares; 2025Q4: 56,802 shares; 2026Q1: 53,916 shares; 2026Q2: 50,087 shares 50,087 $2.62M 0.06% -3,829 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,565 shares; 2024Q4: 3,363 shares; 2025Q1: 3,199 shares; 2025Q2: 2,981 shares; 2025Q3: 3,006 shares; 2025Q4: 2,902 shares; 2026Q1: 2,769 shares; 2026Q2: 10,227 shares 10,227 $2.62M 0.06% +7,458 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 24,988 shares; 2026Q2: 37,150 shares 37,150 $2.6M 0.06% +12,162 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,673 shares; 2024Q4: 83,104 shares; 2025Q1: 78,039 shares; 2025Q2: 82,336 shares; 2025Q3: 81,181 shares; 2025Q4: 78,705 shares; 2026Q1: 73,784 shares; 2026Q2: 71,371 shares 71,371 $2.59M 0.06% -2,413 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,757 shares; 2024Q4: 31,712 shares; 2025Q1: 17,912 shares; 2025Q2: 17,368 shares; 2025Q3: 16,523 shares; 2025Q4: 12,284 shares; 2026Q1: 11,678 shares; 2026Q2: 25,260 shares 25,260 $2.58M 0.06% +13,582 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: 10,772 shares; 2024Q4: 14,954 shares; 2025Q1: 14,070 shares; 2025Q2: 17,392 shares; 2025Q3: 17,615 shares; 2025Q4: 18,377 shares; 2026Q1: 18,823 shares; 2026Q2: 28,547 shares 28,547 $2.51M 0.05% +9,724 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,220 shares; 2024Q4: 33,316 shares; 2025Q1: 33,281 shares; 2025Q2: 27,390 shares; 2025Q3: 26,878 shares; 2025Q4: 24,847 shares; 2026Q1: 23,929 shares; 2026Q2: 22,460 shares 22,460 $2.47M 0.05% -1,469 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares; 2025Q4: 21,510 shares; 2026Q1: 23,548 shares; 2026Q2: 25,349 shares 25,349 $2.44M 0.05% +1,801 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,176 shares; 2024Q4: 7,255 shares; 2025Q1: 7,269 shares; 2025Q2: 7,271 shares; 2025Q3: 11,457 shares; 2025Q4: 12,871 shares; 2026Q1: 10,627 shares; 2026Q2: 10,609 shares 10,609 $2.44M 0.05% -18 Timeline FTSL 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: 4,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,455 shares; 2026Q1: 57,479 shares; 2026Q2: 53,643 shares 53,643 $2.4M 0.05% -3,836 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,455 shares; 2024Q4: 14,516 shares; 2025Q1: 14,588 shares; 2025Q2: 13,905 shares; 2025Q3: 13,962 shares; 2025Q4: 12,661 shares; 2026Q1: 11,514 shares; 2026Q2: 11,596 shares 11,596 $2.29M 0.05% +82 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: 1,319 shares; 2024Q4: 1,323 shares; 2025Q1: 1,325 shares; 2025Q2: 3,552 shares; 2025Q3: 3,542 shares; 2025Q4: 4,026 shares; 2026Q1: 1,852 shares; 2026Q2: 19,163 shares 19,163 $2.29M 0.05% +17,311 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 4,473 shares; 2025Q1: 4,502 shares; 2025Q2: 4,468 shares; 2025Q3: 4,401 shares; 2025Q4: 4,317 shares; 2026Q1: 4,283 shares; 2026Q2: 4,274 shares 4,274 $2.25M 0.05% -9 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,142 shares; 2024Q4: 8,751 shares; 2025Q1: 8,899 shares; 2025Q2: 9,614 shares; 2025Q3: 10,193 shares; 2025Q4: 9,692 shares; 2026Q1: 9,666 shares; 2026Q2: 10,301 shares 10,301 $2.24M 0.05% +635 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,040 shares; 2024Q4: 12,310 shares; 2025Q1: 12,529 shares; 2025Q2: 12,665 shares; 2025Q3: 13,588 shares; 2025Q4: 14,030 shares; 2026Q1: 18,765 shares; 2026Q2: 20,982 shares 20,982 $2.18M 0.05% +2,217 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: 4,246 shares; 2024Q4: 4,276 shares; 2025Q1: 4,187 shares; 2025Q2: 4,932 shares; 2025Q3: 4,947 shares; 2025Q4: 5,479 shares; 2026Q1: 5,813 shares; 2026Q2: 5,861 shares 5,861 $2.16M 0.05% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,642 shares; 2025Q4: 2,205 shares; 2026Q1: 2,442 shares; 2026Q2: 2,994 shares 2,994 $2.16M 0.05% +552 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: 5,221 shares; 2024Q4: 5,472 shares; 2025Q1: 5,517 shares; 2025Q2: 6,305 shares; 2025Q3: 9,614 shares; 2025Q4: 11,211 shares; 2026Q1: 11,720 shares; 2026Q2: 11,675 shares 11,675 $2.11M 0.05% -45 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,563 shares; 2024Q4: 18,466 shares; 2025Q1: 18,612 shares; 2025Q2: 25,025 shares; 2025Q3: 30,738 shares; 2025Q4: 27,450 shares; 2026Q1: 26,624 shares; 2026Q2: 28,764 shares 28,764 $2.11M 0.05% +2,140 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: 2,313 shares; 2025Q3: 8,454 shares; 2025Q4: 10,834 shares; 2026Q1: 11,528 shares; 2026Q2: 11,643 shares 11,643 $2.05M 0.04% +115 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: 8,239 shares; 2024Q4: 8,277 shares; 2025Q1: 8,343 shares; 2025Q2: 8,685 shares; 2025Q3: 8,767 shares; 2025Q4: 6,367 shares; 2026Q1: 6,134 shares; 2026Q2: 6,519 shares 6,519 $2.05M 0.04% +385 Timeline VCR 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: 38,651 shares; 2024Q4: 41,491 shares; 2025Q1: 28,452 shares; 2025Q2: 30,298 shares; 2025Q3: 29,243 shares; 2025Q4: 28,222 shares; 2026Q1: 5,264 shares; 2026Q2: 5,091 shares 5,091 $2.02M 0.04% -173 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,390 shares; 2026Q2: 18,933 shares 18,933 $1.98M 0.04% +8,543 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,788 shares; 2024Q4: 137,697 shares; 2025Q1: 50,961 shares; 2025Q2: 47,493 shares; 2025Q3: 36,608 shares; 2025Q4: 30,190 shares; 2026Q1: 28,029 shares; 2026Q2: 26,137 shares 26,137 $1.98M 0.04% -1,892 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: 8,055 shares; 2025Q4: 10,844 shares; 2026Q1: 6,711 shares; 2026Q2: 7,347 shares 7,347 $1.98M 0.04% +636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 68,144 shares 68,144 $1.93M 0.04% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 21,192 shares 21,192 $1.92M 0.04% 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: 11,957 shares; 2024Q4: 12,204 shares; 2025Q1: 12,283 shares; 2025Q2: 13,546 shares; 2025Q3: 17,815 shares; 2025Q4: 13,747 shares; 2026Q1: 13,434 shares; 2026Q2: 13,047 shares 13,047 $1.91M 0.04% -387 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,238 shares; 2024Q4: 70,596 shares; 2025Q1: 67,261 shares; 2025Q2: 53,170 shares; 2025Q3: 51,850 shares; 2025Q4: 52,022 shares; 2026Q1: 51,480 shares; 2026Q2: 52,508 shares 52,508 $1.9M 0.04% +1,028 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: 5,192 shares; 2025Q4: 6,777 shares; 2026Q1: 7,444 shares; 2026Q2: 7,964 shares 7,964 $1.89M 0.04% +520 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,286 shares; 2025Q1: 3,334 shares; 2025Q2: 3,466 shares; 2025Q3: 7,582 shares; 2025Q4: 10,578 shares; 2026Q1: 11,846 shares; 2026Q2: 13,391 shares 13,391 $1.87M 0.04% +1,545 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: 2,894 shares; 2024Q4: 2,772 shares; 2025Q1: 2,764 shares; 2025Q2: 2,802 shares; 2025Q3: 2,814 shares; 2025Q4: 2,563 shares; 2026Q1: 2,556 shares; 2026Q2: 4,205 shares 4,205 $1.81M 0.04% +1,649 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,286 shares; 2024Q4: 11,304 shares; 2025Q1: 11,318 shares; 2025Q2: 11,321 shares; 2025Q3: 11,321 shares; 2025Q4: 11,317 shares; 2026Q1: 11,114 shares; 2026Q2: 11,033 shares 11,033 $1.8M 0.04% -81 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,685 shares 17,685 $1.72M 0.04% 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: 4,777 shares; 2024Q4: 5,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,661 shares; 2026Q1: 4,649 shares; 2026Q2: 26,549 shares 26,549 $1.67M 0.04% +21,900 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,475 shares; 2025Q4: 9,530 shares; 2026Q1: 11,003 shares; 2026Q2: 14,108 shares 14,108 $1.62M 0.04% +3,105 Timeline WAT WATERS CORP More: the full row for WATERS 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: 4,272 shares 4,272 $1.6M 0.03% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,895 shares; 2026Q2: 20,178 shares 20,178 $1.56M 0.03% +1,283 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: 876 shares; 2024Q4: 916 shares; 2025Q1: 1,007 shares; 2025Q2: 1,074 shares; 2025Q3: 1,068 shares; 2025Q4: 1,070 shares; 2026Q1: 1,113 shares; 2026Q2: 2,892 shares 2,892 $1.5M 0.03% +1,779 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.03% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,315 shares; 2024Q4: 9,071 shares; 2025Q1: 8,936 shares; 2025Q2: 8,829 shares; 2025Q3: 8,804 shares; 2025Q4: 8,883 shares; 2026Q1: 8,758 shares; 2026Q2: 8,983 shares 8,983 $1.5M 0.03% +225 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,023 shares; 2024Q4: 9,148 shares; 2025Q1: 9,187 shares; 2025Q2: 9,581 shares; 2025Q3: 17,193 shares; 2025Q4: 19,714 shares; 2026Q1: 20,252 shares; 2026Q2: 9,236 shares 9,236 $1.5M 0.03% -11,016 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,314 shares; 2024Q4: 46,898 shares; 2025Q1: 78,917 shares; 2025Q2: 14,202 shares; 2025Q3: 13,293 shares; 2025Q4: 11,889 shares; 2026Q1: 11,666 shares; 2026Q2: 11,022 shares 11,022 $1.48M 0.03% -644 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,955 shares; 2024Q4: 31,156 shares; 2025Q1: 19,196 shares; 2025Q2: 28,314 shares; 2025Q3: 28,482 shares; 2025Q4: 30,024 shares; 2026Q1: 27,498 shares; 2026Q2: 26,763 shares 26,763 $1.46M 0.03% -735 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: 5,915 shares; 2024Q4: 5,977 shares; 2025Q1: 4,948 shares; 2025Q2: 4,980 shares; 2025Q3: 4,235 shares; 2025Q4: 4,662 shares; 2026Q1: 4,823 shares; 2026Q2: 5,707 shares 5,707 $1.46M 0.03% +884 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,060 shares; 2024Q4: 9,353 shares; 2025Q1: 9,132 shares; 2025Q2: 9,168 shares; 2025Q3: 9,201 shares; 2025Q4: 9,244 shares; 2026Q1: 9,274 shares; 2026Q2: 9,306 shares 9,306 $1.45M 0.03% +32 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,858 shares; 2024Q4: 2,275 shares; 2025Q1: 2,221 shares; 2025Q2: 2,234 shares; 2025Q3: 6,649 shares; 2025Q4: 6,670 shares; 2026Q1: 6,090 shares; 2026Q2: 6,091 shares 6,091 $1.45M 0.03% +1 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: 6,786 shares; 2024Q4: 6,781 shares; 2025Q1: 6,786 shares; 2025Q2: 8,340 shares; 2025Q3: 8,323 shares; 2025Q4: 8,390 shares; 2026Q1: 8,538 shares; 2026Q2: 8,551 shares 8,551 $1.45M 0.03% +13 Timeline KCE 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: 53,775 shares; 2025Q3: 52,309 shares; 2025Q4: 50,465 shares; 2026Q1: 10,254 shares; 2026Q2: 9,674 shares 9,674 $1.42M 0.03% -580 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,633 shares; 2024Q4: 2,637 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,634 shares; 2026Q1: 2,633 shares; 2026Q2: 2,633 shares 2,633 $1.42M 0.03% 0 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: 16,947 shares; 2024Q4: 16,241 shares; 2025Q1: 9,343 shares; 2025Q2: 9,508 shares; 2025Q3: 10,188 shares; 2025Q4: 10,224 shares; 2026Q1: 10,068 shares; 2026Q2: 9,861 shares 9,861 $1.41M 0.03% -207 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: 7,347 shares; 2024Q4: 7,390 shares; 2025Q1: 7,522 shares; 2025Q2: 7,685 shares; 2025Q3: 7,701 shares; 2025Q4: 13,300 shares; 2026Q1: 13,821 shares; 2026Q2: 7,017 shares 7,017 $1.34M 0.03% -6,804 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: 9,136 shares; 2024Q4: 8,973 shares; 2025Q1: 9,360 shares; 2025Q2: 9,400 shares; 2025Q3: 9,452 shares; 2025Q4: 9,568 shares; 2026Q1: 9,705 shares; 2026Q2: 10,521 shares 10,521 $1.33M 0.03% +816 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,824 shares; 2024Q4: 4,884 shares; 2025Q1: 4,912 shares; 2025Q2: 4,908 shares; 2025Q3: 4,939 shares; 2025Q4: 5,061 shares; 2026Q1: 5,065 shares; 2026Q2: 5,147 shares 5,147 $1.32M 0.03% +82 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,673 shares; 2025Q3: 14,994 shares; 2025Q4: 14,550 shares; 2026Q1: 14,630 shares; 2026Q2: 14,927 shares 14,927 $1.28M 0.03% +297 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,492 shares; 2025Q1: 4,504 shares; 2025Q2: 4,531 shares; 2025Q3: 4,543 shares; 2025Q4: 2,561 shares; 2026Q1: 2,576 shares; 2026Q2: 2,591 shares 2,591 $1.27M 0.03% +15 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,180 shares; 2025Q2: 11,802 shares; 2025Q3: 13,711 shares; 2025Q4: 13,022 shares; 2026Q1: 19,830 shares; 2026Q2: 24,024 shares 24,024 $1.26M 0.03% +4,194 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: 7,448 shares; 2024Q4: 7,415 shares; 2025Q1: 7,335 shares; 2025Q2: 6,758 shares; 2025Q3: 6,752 shares; 2025Q4: 6,460 shares; 2026Q1: 6,428 shares; 2026Q2: 5,728 shares 5,728 $1.26M 0.03% -700 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,328 shares; 2024Q4: 5,052 shares; 2025Q1: 4,424 shares; 2025Q2: 4,238 shares; 2025Q3: 4,090 shares; 2025Q4: 3,960 shares; 2026Q1: 3,802 shares; 2026Q2: 15,659 shares 15,659 $1.26M 0.03% +11,857 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,107 shares 1,107 $1.25M 0.03% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,549 shares; 2024Q4: 31,875 shares; 2025Q1: 31,933 shares; 2025Q2: 29,652 shares; 2025Q3: 29,604 shares; 2025Q4: 30,193 shares; 2026Q1: 30,492 shares; 2026Q2: 30,953 shares 30,953 $1.25M 0.03% +461 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: 14,641 shares; 2024Q4: 12,266 shares; 2025Q1: 13,017 shares; 2025Q2: 12,935 shares; 2025Q3: 12,671 shares; 2025Q4: 12,814 shares; 2026Q1: 13,045 shares; 2026Q2: 12,995 shares 12,995 $1.24M 0.03% -50 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,805 shares; 2024Q4: 35,536 shares; 2025Q1: 35,640 shares; 2025Q2: 35,743 shares; 2025Q3: 42,503 shares; 2025Q4: 42,632 shares; 2026Q1: 42,749 shares; 2026Q2: 42,859 shares 42,859 $1.24M 0.03% +110 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,130 shares; 2025Q1: not reported; 2025Q2: 2,696 shares; 2025Q3: 2,287 shares; 2025Q4: 2,151 shares; 2026Q1: 1,969 shares; 2026Q2: 1,916 shares 1,916 $1.23M 0.03% -53 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: 5,441 shares; 2024Q4: 5,447 shares; 2025Q1: 5,453 shares; 2025Q2: 5,168 shares; 2025Q3: 5,247 shares; 2025Q4: 4,733 shares; 2026Q1: 3,753 shares; 2026Q2: 3,938 shares 3,938 $1.21M 0.03% +185 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: 345 shares; 2024Q4: 362 shares; 2025Q1: 376 shares; 2025Q2: 447 shares; 2025Q3: 3,060 shares; 2025Q4: 22,194 shares; 2026Q1: 16,799 shares; 2026Q2: 16,831 shares 16,831 $1.2M 0.03% +32 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,989 shares; 2024Q4: 4,350 shares; 2025Q1: 4,396 shares; 2025Q2: 4,441 shares; 2025Q3: 4,469 shares; 2025Q4: 4,519 shares; 2026Q1: 4,538 shares; 2026Q2: 4,560 shares 4,560 $1.19M 0.03% +22 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,467 shares; 2024Q4: 31,275 shares; 2025Q1: 31,488 shares; 2025Q2: 31,610 shares; 2025Q3: 28,096 shares; 2025Q4: 32,318 shares; 2026Q1: 28,428 shares; 2026Q2: 29,032 shares 29,032 $1.18M 0.03% +604 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,704 shares; 2024Q4: 3,750 shares; 2025Q1: 3,703 shares; 2025Q2: 3,974 shares; 2025Q3: 4,103 shares; 2025Q4: 4,681 shares; 2026Q1: 4,747 shares; 2026Q2: 4,766 shares 4,766 $1.16M 0.03% +19 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: 12,093 shares; 2024Q4: 12,503 shares; 2025Q1: 12,377 shares; 2025Q2: 12,495 shares; 2025Q3: 12,521 shares; 2025Q4: 12,494 shares; 2026Q1: 12,651 shares; 2026Q2: 12,509 shares 12,509 $1.15M 0.02% -142 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,553 shares; 2025Q3: 7,937 shares; 2025Q4: 7,207 shares; 2026Q1: 6,440 shares; 2026Q2: 6,036 shares 6,036 $1.13M 0.02% -404 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: 4,955 shares 4,955 $1.11M 0.02% new 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: 3,092 shares; 2024Q4: 3,867 shares; 2025Q1: 3,012 shares; 2025Q2: 3,548 shares; 2025Q3: 7,178 shares; 2025Q4: 7,246 shares; 2026Q1: 7,735 shares; 2026Q2: 5,092 shares 5,092 $1.1M 0.02% -2,643 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: 4,927 shares 4,927 $1.09M 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,693 shares 1,693 $1.08M 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,650 shares; 2026Q2: 3,123 shares 3,123 $1.03M 0.02% +1,473 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,334 shares; 2025Q3: 6,299 shares; 2025Q4: 17,610 shares; 2026Q1: 30,572 shares; 2026Q2: 30,877 shares 30,877 $1.03M 0.02% +305 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 2,787 shares; 2025Q1: 2,658 shares; 2025Q2: 2,650 shares; 2025Q3: 2,439 shares; 2025Q4: 2,355 shares; 2026Q1: 2,346 shares; 2026Q2: 11,627 shares 11,627 $1.02M 0.02% +9,281 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,275 shares; 2024Q4: 28,748 shares; 2025Q1: 21,561 shares; 2025Q2: 21,773 shares; 2025Q3: 24,883 shares; 2025Q4: 26,883 shares; 2026Q1: 31,712 shares; 2026Q2: 32,039 shares 32,039 $1.02M 0.02% +327 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 17,680 shares; 2026Q1: 18,907 shares; 2026Q2: 11,953 shares 11,953 $1.01M 0.02% -6,954 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,196 shares; 2024Q4: 12,919 shares; 2025Q1: 12,244 shares; 2025Q2: 11,736 shares; 2025Q3: 11,027 shares; 2025Q4: 9,187 shares; 2026Q1: 9,003 shares; 2026Q2: 8,361 shares 8,361 $1M 0.02% -642 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,235 shares; 2026Q1: not reported; 2026Q2: 7,625 shares 7,625 $1M 0.02% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,489 shares; 2025Q4: 20,410 shares; 2026Q1: 28,303 shares; 2026Q2: 28,341 shares 28,341 $1M 0.02% +38 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: 10,817 shares; 2024Q4: 10,872 shares; 2025Q1: 9,920 shares; 2025Q2: 13,038 shares; 2025Q3: 12,783 shares; 2025Q4: 12,869 shares; 2026Q1: 13,197 shares; 2026Q2: 13,512 shares 13,512 $972K 0.02% +315 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,814 shares; 2025Q3: 9,653 shares; 2025Q4: 8,817 shares; 2026Q1: 8,730 shares; 2026Q2: 8,583 shares 8,583 $962K 0.02% -147 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,502 shares; 2024Q4: 8,212 shares; 2025Q1: 7,175 shares; 2025Q2: 7,041 shares; 2025Q3: 7,465 shares; 2025Q4: 7,353 shares; 2026Q1: 7,386 shares; 2026Q2: 7,346 shares 7,346 $959K 0.02% -40 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,668 shares; 2024Q4: 27,855 shares; 2025Q1: 28,338 shares; 2025Q2: 28,338 shares; 2025Q3: 25,925 shares; 2025Q4: 21,076 shares; 2026Q1: 20,871 shares; 2026Q2: 20,621 shares 20,621 $939K 0.02% -250 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,201 shares; 2025Q4: 7,825 shares; 2026Q1: 11,444 shares; 2026Q2: 12,267 shares 12,267 $934K 0.02% +823 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,994 shares; 2024Q4: 10,702 shares; 2025Q1: 10,679 shares; 2025Q2: 8,284 shares; 2025Q3: 8,312 shares; 2025Q4: 7,887 shares; 2026Q1: 7,908 shares; 2026Q2: 8,453 shares 8,453 $933K 0.02% +545 Timeline RSPC INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,134 shares; 2025Q3: 166,691 shares; 2025Q4: 162,834 shares; 2026Q1: 27,109 shares; 2026Q2: 26,250 shares 26,250 $927K 0.02% -859 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,842 shares; 2024Q4: 3,086 shares; 2025Q1: 3,294 shares; 2025Q2: 3,732 shares; 2025Q3: 4,284 shares; 2025Q4: 51,217 shares; 2026Q1: 49,672 shares; 2026Q2: 10,459 shares 10,459 $919K 0.02% -39,213 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: 5,273 shares; 2025Q3: 4,538 shares; 2025Q4: 4,127 shares; 2026Q1: 3,379 shares; 2026Q2: 3,512 shares 3,512 $886K 0.02% +133 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: 5,404 shares; 2024Q4: 5,439 shares; 2025Q1: 5,466 shares; 2025Q2: 5,497 shares; 2025Q3: 5,526 shares; 2025Q4: 5,755 shares; 2026Q1: 5,779 shares; 2026Q2: 5,810 shares 5,810 $884K 0.02% +31 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: 2,446 shares; 2024Q4: 2,541 shares; 2025Q1: 2,601 shares; 2025Q2: 2,441 shares; 2025Q3: 2,514 shares; 2025Q4: 2,530 shares; 2026Q1: 2,560 shares; 2026Q2: 2,675 shares 2,675 $883K 0.02% +115 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 261,793 shares; 2024Q4: 256,889 shares; 2025Q1: 277,775 shares; 2025Q2: 203,139 shares; 2025Q3: 194,692 shares; 2025Q4: 40,076 shares; 2026Q1: 38,632 shares; 2026Q2: 28,763 shares 28,763 $883K 0.02% -9,869 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,046 shares; 2024Q4: 15,939 shares; 2025Q1: 10,736 shares; 2025Q2: 10,769 shares; 2025Q3: 10,336 shares; 2025Q4: 10,568 shares; 2026Q1: 10,596 shares; 2026Q2: 10,557 shares 10,557 $882K 0.02% -39 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,163 shares; 2024Q4: 11,072 shares; 2025Q1: 11,713 shares; 2025Q2: 11,758 shares; 2025Q3: 11,708 shares; 2025Q4: 11,700 shares; 2026Q1: 11,663 shares; 2026Q2: 11,743 shares 11,743 $861K 0.02% +80 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: 2,114 shares; 2024Q4: 2,075 shares; 2025Q1: 2,115 shares; 2025Q2: 1,897 shares; 2025Q3: 1,880 shares; 2025Q4: 1,885 shares; 2026Q1: 1,874 shares; 2026Q2: 1,704 shares 1,704 $844K 0.02% -170 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,354 shares; 2025Q1: 2,324 shares; 2025Q2: 2,278 shares; 2025Q3: 2,283 shares; 2025Q4: 2,290 shares; 2026Q1: 2,297 shares; 2026Q2: 2,301 shares 2,301 $842K 0.02% +4 Timeline SMHX 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: 13,666 shares; 2025Q3: 13,634 shares; 2025Q4: 13,637 shares; 2026Q1: 13,460 shares; 2026Q2: 12,890 shares 12,890 $824K 0.02% -570 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK 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: 20,822 shares; 2026Q1: 19,755 shares; 2026Q2: 17,883 shares 17,883 $823K 0.02% -1,872 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,583 shares; 2025Q1: 1,589 shares; 2025Q2: 1,608 shares; 2025Q3: 2,140 shares; 2025Q4: 2,646 shares; 2026Q1: 2,491 shares; 2026Q2: 2,346 shares 2,346 $807K 0.02% -145 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: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,436 shares; 2025Q3: 1,139 shares; 2025Q4: 1,231 shares; 2026Q1: 1,232 shares; 2026Q2: 1,222 shares 1,222 $802K 0.02% -10 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,867 shares; 2024Q4: 1,923 shares; 2025Q1: 1,937 shares; 2025Q2: 2,185 shares; 2025Q3: 2,204 shares; 2025Q4: 2,222 shares; 2026Q1: 2,279 shares; 2026Q2: 2,290 shares 2,290 $780K 0.02% +11 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: 657 shares; 2024Q4: 1,244 shares; 2025Q1: 1,310 shares; 2025Q2: 1,817 shares; 2025Q3: 1,935 shares; 2025Q4: 1,523 shares; 2026Q1: 1,871 shares; 2026Q2: 2,270 shares 2,270 $774K 0.02% +399 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,780 shares; 2024Q4: 12,183 shares; 2025Q1: 12,263 shares; 2025Q2: 12,320 shares; 2025Q3: 12,388 shares; 2025Q4: 12,453 shares; 2026Q1: 12,497 shares; 2026Q2: 12,577 shares 12,577 $765K 0.02% +80 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,469 shares; 2024Q4: 2,574 shares; 2025Q1: 2,535 shares; 2025Q2: 2,529 shares; 2025Q3: 2,534 shares; 2025Q4: 2,545 shares; 2026Q1: 2,549 shares; 2026Q2: 2,599 shares 2,599 $762K 0.02% +50 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,910 shares; 2024Q4: 10,658 shares; 2025Q1: 10,841 shares; 2025Q2: 10,897 shares; 2025Q3: 10,985 shares; 2025Q4: 11,067 shares; 2026Q1: 11,114 shares; 2026Q2: 11,151 shares 11,151 $761K 0.02% +37 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: 270,353 shares; 2024Q4: 10,041 shares; 2025Q1: 9,018 shares; 2025Q2: 9,537 shares; 2025Q3: 17,136 shares; 2025Q4: 19,628 shares; 2026Q1: 7,334 shares; 2026Q2: 7,354 shares 7,354 $761K 0.02% +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: 895 shares; 2025Q1: 886 shares; 2025Q2: 867 shares; 2025Q3: 873 shares; 2025Q4: 891 shares; 2026Q1: 781 shares; 2026Q2: 791 shares 791 $761K 0.02% +10 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: 1,496 shares; 2024Q4: 1,169 shares; 2025Q1: 1,172 shares; 2025Q2: 1,245 shares; 2025Q3: 1,248 shares; 2025Q4: 751 shares; 2026Q1: 748 shares; 2026Q2: 1,807 shares 1,807 $740K 0.02% +1,059 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,571 shares; 2024Q4: 4,487 shares; 2025Q1: 4,622 shares; 2025Q2: 4,528 shares; 2025Q3: 4,351 shares; 2025Q4: 4,638 shares; 2026Q1: 4,758 shares; 2026Q2: 4,716 shares 4,716 $739K 0.02% -42 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: 6,564 shares; 2024Q4: 6,672 shares; 2025Q1: 6,674 shares; 2025Q2: 6,701 shares; 2025Q3: 6,707 shares; 2025Q4: 6,745 shares; 2026Q1: 6,775 shares; 2026Q2: 6,264 shares 6,264 $734K 0.02% -511 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: 7,021 shares; 2024Q4: 21,032 shares; 2025Q1: 21,860 shares; 2025Q2: 21,727 shares; 2025Q3: 20,984 shares; 2025Q4: 20,415 shares; 2026Q1: 20,451 shares; 2026Q2: 19,856 shares 19,856 $732K 0.02% -595 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,477 shares; 2025Q1: 1,470 shares; 2025Q2: 1,528 shares; 2025Q3: 1,525 shares; 2025Q4: 1,539 shares; 2026Q1: 1,592 shares; 2026Q2: 1,595 shares 1,595 $732K 0.02% +3 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: 2,864 shares; 2024Q4: 2,677 shares; 2025Q1: 2,318 shares; 2025Q2: 2,336 shares; 2025Q3: 2,023 shares; 2025Q4: 1,867 shares; 2026Q1: 2,778 shares; 2026Q2: 2,602 shares 2,602 $725K 0.02% -176 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: 33,530 shares; 2024Q4: 33,290 shares; 2025Q1: 33,292 shares; 2025Q2: 35,483 shares; 2025Q3: 52,106 shares; 2025Q4: 53,148 shares; 2026Q1: 54,424 shares; 2026Q2: 34,968 shares 34,968 $724K 0.02% -19,456 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,500 shares; 2024Q4: 63,500 shares; 2025Q1: 83,745 shares; 2025Q2: 83,745 shares; 2025Q3: 83,745 shares; 2025Q4: 83,745 shares; 2026Q1: 66,245 shares; 2026Q2: 66,245 shares 66,245 $706K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,442 shares; 2024Q4: 1,445 shares; 2025Q1: 1,449 shares; 2025Q2: 1,445 shares; 2025Q3: 1,449 shares; 2025Q4: 999 shares; 2026Q1: 1,002 shares; 2026Q2: 1,003 shares 1,003 $705K 0.02% +1 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,062 shares; 2024Q4: 9,921 shares; 2025Q1: 9,398 shares; 2025Q2: 9,227 shares; 2025Q3: 9,289 shares; 2025Q4: 8,487 shares; 2026Q1: 8,214 shares; 2026Q2: 8,398 shares 8,398 $651K 0.01% +184 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: 2,162 shares; 2024Q4: 3,190 shares; 2025Q1: 3,199 shares; 2025Q2: 3,209 shares; 2025Q3: 4,691 shares; 2025Q4: 3,611 shares; 2026Q1: 3,908 shares; 2026Q2: 3,944 shares 3,944 $648K 0.01% +36 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,345 shares; 2024Q4: 47,365 shares; 2025Q1: 2,865 shares; 2025Q2: 2,655 shares; 2025Q3: 2,120 shares; 2025Q4: 1,613 shares; 2026Q1: 1,455 shares; 2026Q2: 1,423 shares 1,423 $592K 0.01% -32 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: 2,979 shares; 2024Q4: 2,982 shares; 2025Q1: 2,984 shares; 2025Q2: 2,987 shares; 2025Q3: 3,908 shares; 2025Q4: 3,912 shares; 2026Q1: 3,914 shares; 2026Q2: 3,918 shares 3,918 $574K 0.01% +4 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,216 shares; 2024Q4: 3,973 shares; 2025Q1: 3,973 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares; 2026Q1: 4,345 shares; 2026Q2: 4,345 shares 4,345 $571K 0.01% 0 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: 13,100 shares; 2024Q4: 13,520 shares; 2025Q1: 14,113 shares; 2025Q2: 13,909 shares; 2025Q3: 14,757 shares; 2025Q4: 15,894 shares; 2026Q1: 14,887 shares; 2026Q2: 15,497 shares 15,497 $570K 0.01% +610 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,332 shares 3,332 $569K 0.01% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,313,547 shares; 2024Q4: 2,411,751 shares; 2025Q1: 18,260 shares; 2025Q2: 2,274,020 shares; 2025Q3: 2,207,601 shares; 2025Q4: 2,142,746 shares; 2026Q1: 27,931 shares; 2026Q2: 22,346 shares 22,346 $568K 0.01% -5,585 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: 5,610 shares; 2024Q4: 5,203 shares; 2025Q1: 4,988 shares; 2025Q2: 547,610 shares; 2025Q3: 5,753 shares; 2025Q4: 5,264 shares; 2026Q1: 5,210 shares; 2026Q2: 5,243 shares 5,243 $558K 0.01% +33 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,697 shares; 2024Q4: 4,743 shares; 2025Q1: 4,626 shares; 2025Q2: 11,646 shares; 2025Q3: 12,374 shares; 2025Q4: 11,912 shares; 2026Q1: 12,061 shares; 2026Q2: 12,218 shares 12,218 $556K 0.01% +157 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,427 shares; 2024Q4: 5,297 shares; 2025Q1: 5,337 shares; 2025Q2: 5,221 shares; 2025Q3: 5,278 shares; 2025Q4: 4,821 shares; 2026Q1: 4,853 shares; 2026Q2: 5,001 shares 5,001 $553K 0.01% +148 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,488 shares; 2024Q4: 102,845 shares; 2025Q1: 150,332 shares; 2025Q2: 101,667 shares; 2025Q3: 87,275 shares; 2025Q4: 110,394 shares; 2026Q1: 108,364 shares; 2026Q2: 13,334 shares 13,334 $547K 0.01% -95,030 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,993 shares; 2024Q4: 20,101 shares; 2025Q1: 20,094 shares; 2025Q2: 9,889 shares; 2025Q3: 9,629 shares; 2025Q4: 9,667 shares; 2026Q1: 9,592 shares; 2026Q2: 9,590 shares 9,590 $543K 0.01% -2 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,867 shares; 2024Q4: 2,318 shares; 2025Q1: 2,221 shares; 2025Q2: 2,224 shares; 2025Q3: 2,275 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares; 2026Q2: 2,240 shares 2,240 $535K 0.01% +10 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,554 shares; 2024Q4: 4,879 shares; 2025Q1: 5,020 shares; 2025Q2: 5,237 shares; 2025Q3: 5,383 shares; 2025Q4: 5,612 shares; 2026Q1: 5,618 shares; 2026Q2: 5,636 shares 5,636 $514K 0.01% +18 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: 3,115 shares; 2024Q4: 3,138 shares; 2025Q1: 3,170 shares; 2025Q2: 3,126 shares; 2025Q3: 3,197 shares; 2025Q4: 3,200 shares; 2026Q1: 3,203 shares; 2026Q2: 3,212 shares 3,212 $514K 0.01% +9 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,459 shares; 2024Q4: 5,465 shares; 2025Q1: 5,471 shares; 2025Q2: 7,983 shares; 2025Q3: 7,088 shares; 2025Q4: 6,751 shares; 2026Q1: 6,764 shares; 2026Q2: 6,776 shares 6,776 $507K 0.01% +12 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,086 shares; 2025Q2: 3,408 shares; 2025Q3: 11,143 shares; 2025Q4: 13,527 shares; 2026Q1: 8,486 shares; 2026Q2: 4,319 shares 4,319 $504K 0.01% -4,167 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,743 shares; 2024Q4: 10,542 shares; 2025Q1: 5,775 shares; 2025Q2: 5,696 shares; 2025Q3: 5,362 shares; 2025Q4: 5,844 shares; 2026Q1: 5,981 shares; 2026Q2: 5,951 shares 5,951 $503K 0.01% -30 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: 606 shares; 2024Q4: 604 shares; 2025Q1: 608 shares; 2025Q2: 728 shares; 2025Q3: 738 shares; 2025Q4: 751 shares; 2026Q1: 689 shares; 2026Q2: 666 shares 666 $503K 0.01% -23 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 433 shares; 2024Q4: 428 shares; 2025Q1: 461 shares; 2025Q2: 474 shares; 2025Q3: 476 shares; 2025Q4: 988 shares; 2026Q1: 1,671 shares; 2026Q2: 510 shares 510 $499K 0.01% -1,161 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,159 shares; 2025Q4: 1,371 shares; 2026Q1: 1,419 shares; 2026Q2: 1,405 shares 1,405 $492K 0.01% -14 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612 shares; 2024Q4: 1,553 shares; 2025Q1: 1,395 shares; 2025Q2: 1,398 shares; 2025Q3: 2,523 shares; 2025Q4: 1,988 shares; 2026Q1: 2,130 shares; 2026Q2: 2,218 shares 2,218 $487K 0.01% +88 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,850 shares; 2024Q4: 8,033 shares; 2025Q1: 7,913 shares; 2025Q2: 9,000 shares; 2025Q3: 9,244 shares; 2025Q4: 9,322 shares; 2026Q1: 9,757 shares; 2026Q2: 10,044 shares 10,044 $477K 0.01% +287 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,013 shares; 2025Q2: 14,846 shares; 2025Q3: 14,901 shares; 2025Q4: 26,214 shares; 2026Q1: 21,309 shares; 2026Q2: 21,411 shares 21,411 $476K 0.01% +102 Timeline SPHY 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: 7,014,494 shares; 2025Q3: 7,200,554 shares; 2025Q4: 7,246,584 shares; 2026Q1: 26,224 shares; 2026Q2: 20,144 shares 20,144 $472K 0.01% -6,080 Timeline BCRX BIOCRYST PHARMACEUTICALS INC More: the full row for BIOCRYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,275 shares; 2024Q4: 75,275 shares; 2025Q1: 72,707 shares; 2025Q2: 53,474 shares; 2025Q3: 53,963 shares; 2025Q4: 37,952 shares; 2026Q1: 37,952 shares; 2026Q2: 46,850 shares 46,850 $468K 0.01% +8,898 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,728 shares; 2025Q2: 2,746 shares; 2025Q3: 2,966 shares; 2025Q4: 3,000 shares; 2026Q1: 2,701 shares; 2026Q2: 2,709 shares 2,709 $467K 0.01% +8 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 58,436 shares; 2025Q3: 58,436 shares; 2025Q4: 58,436 shares; 2026Q1: 53,307 shares; 2026Q2: 53,307 shares 53,307 $467K 0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 2,059 shares; 2025Q1: 2,069 shares; 2025Q2: 2,078 shares; 2025Q3: 2,086 shares; 2025Q4: 2,094 shares; 2026Q1: 2,123 shares; 2026Q2: 2,143 shares 2,143 $459K 0.01% +20 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: 1,440 shares; 2024Q4: 1,452 shares; 2025Q1: 1,514 shares; 2025Q2: 1,525 shares; 2025Q3: 4,296 shares; 2025Q4: 5,296 shares; 2026Q1: 1,629 shares; 2026Q2: 1,829 shares 1,829 $454K 0.01% +200 Timeline IHE 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: 14,715 shares; 2025Q1: not reported; 2025Q2: 22,396 shares; 2025Q3: 21,500 shares; 2025Q4: 22,429 shares; 2026Q1: 4,554 shares; 2026Q2: 4,567 shares 4,567 $452K 0.01% +13 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: 2,831 shares; 2026Q2: 2,381 shares 2,381 $451K 0.01% -450 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,417 shares 1,417 $449K 0.01% new Timeline USHY 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: 4,445,406 shares; 2025Q3: 4,579,261 shares; 2025Q4: 4,610,233 shares; 2026Q1: 20,963 shares; 2026Q2: 12,081 shares 12,081 $447K 0.01% -8,882 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 3,235 shares; 2025Q1: 3,244 shares; 2025Q2: 3,133 shares; 2025Q3: 3,162 shares; 2025Q4: 3,138 shares; 2026Q1: 3,142 shares; 2026Q2: 3,252 shares 3,252 $444K 0.01% +110 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,786 shares 4,786 $444K 0.01% new Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,369 shares 2,369 $444K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,410 shares; 2024Q4: 13,858 shares; 2025Q1: 12,771 shares; 2025Q2: 13,274 shares; 2025Q3: 13,780 shares; 2025Q4: 13,333 shares; 2026Q1: 13,445 shares; 2026Q2: 13,808 shares 13,808 $441K 0.01% +363 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: 2,926 shares; 2024Q4: 2,930 shares; 2025Q1: 2,906 shares; 2025Q2: 3,188 shares; 2025Q3: 3,192 shares; 2025Q4: 3,199 shares; 2026Q1: 3,202 shares; 2026Q2: 3,205 shares 3,205 $441K 0.01% +3 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,953 shares; 2024Q4: 8,803 shares; 2025Q1: 9,404 shares; 2025Q2: 11,915 shares; 2025Q3: 15,100 shares; 2025Q4: 14,742 shares; 2026Q1: 13,953 shares; 2026Q2: 14,003 shares 14,003 $435K 0.01% +50 Timeline BP BP PLC More: the full row for BP 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: 11,781 shares; 2025Q4: 11,751 shares; 2026Q1: 11,922 shares; 2026Q2: 11,757 shares 11,757 $434K 0.01% -165 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,655 shares; 2025Q1: 1,656 shares; 2025Q2: 1,658 shares; 2025Q3: 1,660 shares; 2025Q4: 1,448 shares; 2026Q1: 1,449 shares; 2026Q2: 1,451 shares 1,451 $422K 0.01% +2 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,029 shares; 2025Q3: 8,126 shares; 2025Q4: 8,219 shares; 2026Q1: 8,506 shares; 2026Q2: 8,391 shares 8,391 $420K 0.01% -115 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $402K 0.01% 0 Timeline ECBK ECB BANCORP INC More: the full row for ECB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $402K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 2,538 shares; 2025Q4: 2,566 shares; 2026Q1: 2,596 shares; 2026Q2: 2,579 shares 2,579 $400K 0.01% -17 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,825 shares; 2025Q1: 24,729 shares; 2025Q2: 26,600 shares; 2025Q3: 10,609 shares; 2025Q4: 10,953 shares; 2026Q1: 11,788 shares; 2026Q2: 11,799 shares 11,799 $399K 0.01% +11 Timeline JMST 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: 1,089,770 shares; 2025Q3: 1,050,893 shares; 2025Q4: 1,018,379 shares; 2026Q1: 7,897 shares; 2026Q2: 7,687 shares 7,687 $392K 0.01% -210 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 932 shares; 2025Q1: 731 shares; 2025Q2: 755 shares; 2025Q3: 757 shares; 2025Q4: 754 shares; 2026Q1: 764 shares; 2026Q2: 759 shares 759 $387K 0.01% -5 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,743 shares; 2026Q1: 4,050 shares; 2026Q2: 4,113 shares 4,113 $384K 0.01% +63 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,871 shares; 2024Q4: 13,272 shares; 2025Q1: 2,836 shares; 2025Q2: 3,353 shares; 2025Q3: 3,377 shares; 2025Q4: 3,517 shares; 2026Q1: 3,535 shares; 2026Q2: 3,561 shares 3,561 $383K 0.01% +26 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 977 shares; 2025Q1: 971 shares; 2025Q2: 1,019 shares; 2025Q3: 1,035 shares; 2025Q4: 1,058 shares; 2026Q1: 1,035 shares; 2026Q2: 1,078 shares 1,078 $382K 0.01% +43 Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 1,109 shares; 2025Q3: 1,111 shares; 2025Q4: 1,097 shares; 2026Q1: 1,099 shares; 2026Q2: 1,101 shares 1,101 $380K 0.01% +2 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: 630 shares; 2024Q4: 649 shares; 2025Q1: 706 shares; 2025Q2: 708 shares; 2025Q3: 621 shares; 2025Q4: 636 shares; 2026Q1: 648 shares; 2026Q2: 759 shares 759 $377K 0.01% +111 Timeline IHF 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: 8,255 shares; 2025Q1: 6,631 shares; 2025Q2: 18,350 shares; 2025Q3: 12,607 shares; 2025Q4: 9,924 shares; 2026Q1: 8,077 shares; 2026Q2: 6,778 shares 6,778 $375K 0.01% -1,299 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231 shares; 2024Q4: 1,310 shares; 2025Q1: 1,234 shares; 2025Q2: 1,311 shares; 2025Q3: 1,272 shares; 2025Q4: 1,308 shares; 2026Q1: 1,309 shares; 2026Q2: 1,289 shares 1,289 $375K 0.01% -20 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 963 shares; 2024Q4: 926 shares; 2025Q1: 1,076 shares; 2025Q2: 1,092 shares; 2025Q3: 1,099 shares; 2025Q4: 1,119 shares; 2026Q1: 1,139 shares; 2026Q2: 1,196 shares 1,196 $375K 0.01% +57 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,513 shares; 2025Q4: 27,139 shares; 2026Q1: 26,792 shares; 2026Q2: 27,068 shares 27,068 $374K 0.01% +276 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,962 shares; 2024Q4: 7,945 shares; 2025Q1: 7,774 shares; 2025Q2: 8,108 shares; 2025Q3: 8,091 shares; 2025Q4: 7,977 shares; 2026Q1: 7,593 shares; 2026Q2: 7,569 shares 7,569 $371K 0.01% -24 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 108 shares; 2025Q1: 107 shares; 2025Q2: 115 shares; 2025Q3: 117 shares; 2025Q4: 118 shares; 2026Q1: 117 shares; 2026Q2: 116 shares 116 $371K 0.01% -1 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,259 shares; 2024Q4: 1,378 shares; 2025Q1: 1,253 shares; 2025Q2: 1,442 shares; 2025Q3: 1,345 shares; 2025Q4: 1,310 shares; 2026Q1: 1,325 shares; 2026Q2: 1,342 shares 1,342 $370K 0.01% +17 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 2,582 shares; 2026Q1: 2,585 shares; 2026Q2: 2,890 shares 2,890 $369K 0.01% +305 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,963 shares; 2024Q4: 5,004 shares; 2025Q1: 4,982 shares; 2025Q2: 4,992 shares; 2025Q3: 4,999 shares; 2025Q4: 5,823 shares; 2026Q1: 5,825 shares; 2026Q2: 6,028 shares 6,028 $369K 0.01% +203 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,950 shares; 2024Q4: 298,950 shares; 2025Q1: 298,950 shares; 2025Q2: 298,950 shares; 2025Q3: 189,750 shares; 2025Q4: 189,750 shares; 2026Q1: 189,750 shares; 2026Q2: 189,750 shares 189,750 $364K 0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,950 shares; 2024Q4: 2,960 shares; 2025Q1: 2,971 shares; 2025Q2: 2,982 shares; 2025Q3: 3,002 shares; 2025Q4: 3,024 shares; 2026Q1: 3,035 shares; 2026Q2: 3,043 shares 3,043 $363K 0.01% +8 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 1,226 shares; 2025Q1: 1,228 shares; 2025Q2: 1,272 shares; 2025Q3: 1,294 shares; 2025Q4: 1,339 shares; 2026Q1: 1,379 shares; 2026Q2: 1,266 shares 1,266 $358K 0.01% -113 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,633 shares; 2024Q4: 4,624 shares; 2025Q1: 4,993 shares; 2025Q2: 4,986 shares; 2025Q3: 4,903 shares; 2025Q4: 4,926 shares; 2026Q1: 4,939 shares; 2026Q2: 4,971 shares 4,971 $356K 0.01% +32 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,992 shares; 2024Q4: 12,943 shares; 2025Q1: 8,562 shares; 2025Q2: 8,462 shares; 2025Q3: 24,409 shares; 2025Q4: 30,208 shares; 2026Q1: 8,658 shares; 2026Q2: 8,236 shares 8,236 $352K 0.01% -422 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,225 shares; 2026Q1: 10,303 shares; 2026Q2: 10,344 shares 10,344 $351K 0.01% +41 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,296 shares; 2024Q4: 10,366 shares; 2025Q1: 9,620 shares; 2025Q2: 9,726 shares; 2025Q3: 9,518 shares; 2025Q4: 9,476 shares; 2026Q1: 9,256 shares; 2026Q2: 9,104 shares 9,104 $347K 0.01% -152 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: not reported; 2026Q1: 6,100 shares; 2026Q2: 6,100 shares 6,100 $335K 0.01% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,366 shares; 2024Q4: 4,301 shares; 2025Q1: 4,324 shares; 2025Q2: 4,361 shares; 2025Q3: 4,242 shares; 2025Q4: 4,291 shares; 2026Q1: 4,315 shares; 2026Q2: 4,354 shares 4,354 $334K 0.01% +39 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: 3,440 shares; 2025Q1: 4,030 shares; 2025Q2: 4,076 shares; 2025Q3: 4,106 shares; 2025Q4: 4,136 shares; 2026Q1: 4,557 shares; 2026Q2: 4,175 shares 4,175 $327K 0.01% -382 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS 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: 4,440 shares; 2026Q1: 4,005 shares; 2026Q2: 4,011 shares 4,011 $327K 0.01% +6 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,421 shares; 2024Q4: 5,421 shares; 2025Q1: 5,420 shares; 2025Q2: 5,420 shares; 2025Q3: 5,420 shares; 2025Q4: 5,420 shares; 2026Q1: 5,420 shares; 2026Q2: 5,420 shares 5,420 $327K 0.01% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,833 shares; 2025Q1: 1,838 shares; 2025Q2: 1,899 shares; 2025Q3: 1,846 shares; 2025Q4: 1,852 shares; 2026Q1: 1,752 shares; 2026Q2: 1,756 shares 1,756 $323K 0.01% +4 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $320K 0.01% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,460 shares; 2026Q1: 1,285 shares; 2026Q2: 1,287 shares 1,287 $315K 0.01% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares; 2026Q1: 782 shares; 2026Q2: 792 shares 792 $314K 0.01% +10 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: 1,373 shares; 2025Q1: 1,363 shares; 2025Q2: 1,451 shares; 2025Q3: 1,482 shares; 2025Q4: 1,411 shares; 2026Q1: 1,459 shares; 2026Q2: 1,440 shares 1,440 $312K 0.01% -19 Timeline SPGP 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: 2,886 shares; 2024Q4: 2,867 shares; 2025Q1: 2,760 shares; 2025Q2: 2,722 shares; 2025Q3: 2,703 shares; 2025Q4: 2,642 shares; 2026Q1: 2,606 shares; 2026Q2: 2,541 shares 2,541 $311K 0.01% -65 Timeline VCSH 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: 4,160 shares; 2024Q4: 3,703 shares; 2025Q1: 3,725 shares; 2025Q2: 4,002 shares; 2025Q3: 3,806 shares; 2025Q4: 3,861 shares; 2026Q1: 3,885 shares; 2026Q2: 3,929 shares 3,929 $310K 0.01% +44 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,744 shares; 2024Q4: not reported; 2025Q1: 2,845 shares; 2025Q2: 2,847 shares; 2025Q3: 2,748 shares; 2025Q4: 2,751 shares; 2026Q1: 2,751 shares; 2026Q2: 2,752 shares 2,752 $309K 0.01% +1 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 950 shares; 2025Q1: 964 shares; 2025Q2: 850 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 760 shares; 2026Q2: 765 shares 765 $307K 0.01% +5 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 3,387 shares; 2025Q4: 3,290 shares; 2026Q1: 3,306 shares; 2026Q2: 3,514 shares 3,514 $306K 0.01% +208 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: 12,237 shares; 2024Q4: 7,331 shares; 2025Q1: 6,482 shares; 2025Q2: 6,461 shares; 2025Q3: 5,613 shares; 2025Q4: 5,934 shares; 2026Q1: 5,735 shares; 2026Q2: 5,800 shares 5,800 $304K 0.01% +65 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $303K 0.01% new Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,188 shares; 2025Q1: 2,194 shares; 2025Q2: 2,200 shares; 2025Q3: 2,207 shares; 2025Q4: 2,214 shares; 2026Q1: 2,219 shares; 2026Q2: 2,225 shares 2,225 $300K 0.01% +6 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,894 shares; 2024Q4: 11,057 shares; 2025Q1: 11,197 shares; 2025Q2: 11,339 shares; 2025Q3: 11,483 shares; 2025Q4: 11,622 shares; 2026Q1: 11,757 shares; 2026Q2: 11,885 shares 11,885 $298K 0.01% +128 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,877 shares; 2024Q4: 7,752 shares; 2025Q1: 7,806 shares; 2025Q2: 8,044 shares; 2025Q3: 4,760 shares; 2025Q4: 4,635 shares; 2026Q1: 4,251 shares; 2026Q2: 4,123 shares 4,123 $298K 0.01% -128 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,051 shares; 2025Q2: 5,153 shares; 2025Q3: 5,200 shares; 2025Q4: 5,280 shares; 2026Q1: 5,527 shares; 2026Q2: 6,341 shares 6,341 $296K 0.01% +814 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: not reported; 2026Q1: 400 shares; 2026Q2: 410 shares 410 $292K 0.01% +10 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,912 shares; 2024Q4: 3,912 shares; 2025Q1: 3,871 shares; 2025Q2: 3,871 shares; 2025Q3: 3,871 shares; 2025Q4: 3,871 shares; 2026Q1: 3,842 shares; 2026Q2: 3,842 shares 3,842 $291K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,039 shares; 2025Q1: 9,046 shares; 2025Q2: 9,077 shares; 2025Q3: 9,078 shares; 2025Q4: 6,070 shares; 2026Q1: 6,160 shares; 2026Q2: 6,109 shares 6,109 $290K 0.01% -51 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,129 shares; 2025Q3: not reported; 2025Q4: 4,481 shares; 2026Q1: not reported; 2026Q2: 4,410 shares 4,410 $284K 0.01% new 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: 1,596 shares; 2024Q4: 1,602 shares; 2025Q1: 1,607 shares; 2025Q2: not reported; 2025Q3: 1,689 shares; 2025Q4: 1,697 shares; 2026Q1: 1,712 shares; 2026Q2: 1,717 shares 1,717 $283K 0.01% +5 Timeline SKIN SKINHEALTH SYSTEMS INC More: the full row for SKINHEALTH SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,761 shares; 2024Q4: 219,761 shares; 2025Q1: 219,761 shares; 2025Q2: 406,987 shares; 2025Q3: 406,987 shares; 2025Q4: 406,987 shares; 2026Q1: 406,987 shares; 2026Q2: 406,987 shares 406,987 $282K 0.01% 0 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: 558 shares; 2026Q2: 561 shares 561 $275K 0.01% +3 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: 4,530 shares; 2025Q4: 4,537 shares; 2026Q1: 4,593 shares; 2026Q2: 5,060 shares 5,060 $274K 0.01% +467 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,463 shares; 2026Q1: 3,455 shares; 2026Q2: 3,547 shares 3,547 $272K 0.01% +92 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: 3,860 shares; 2024Q4: not reported; 2025Q1: 3,298 shares; 2025Q2: 3,692 shares; 2025Q3: 3,672 shares; 2025Q4: 3,182 shares; 2026Q1: 3,187 shares; 2026Q2: 3,201 shares 3,201 $268K 0.01% +14 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 4,100 shares; 2025Q1: 4,145 shares; 2025Q2: 4,208 shares; 2025Q3: 4,258 shares; 2025Q4: 4,151 shares; 2026Q1: 4,188 shares; 2026Q2: 4,180 shares 4,180 $268K 0.01% -8 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57 shares; 2024Q4: 42 shares; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 180 shares; 2025Q4: 213 shares; 2026Q1: 48 shares; 2026Q2: 1,481 shares 1,481 $264K 0.01% +1,433 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,609 shares 1,609 $263K 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: 1,832 shares; 2026Q1: 1,980 shares; 2026Q2: 1,902 shares 1,902 $260K 0.01% -78 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,757 shares; 2026Q1: 777 shares; 2026Q2: 869 shares 869 $260K 0.01% +92 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: 2,640 shares; 2024Q4: 2,651 shares; 2025Q1: 2,661 shares; 2025Q2: 2,672 shares; 2025Q3: 2,682 shares; 2025Q4: 2,692 shares; 2026Q1: 2,700 shares; 2026Q2: 2,708 shares 2,708 $259K 0.01% +8 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,635 shares; 2025Q4: 10,695 shares; 2026Q1: 7,737 shares; 2026Q2: 7,694 shares 7,694 $257K 0.01% -43 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,624 shares; 2025Q1: not reported; 2025Q2: 3,740 shares; 2025Q3: 3,790 shares; 2025Q4: 4,494 shares; 2026Q1: 4,494 shares; 2026Q2: 5,015 shares 5,015 $256K 0.01% +521 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 306 shares; 2026Q2: 307 shares 307 $255K 0.01% +1 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,029 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,081 shares; 2025Q4: 1,052 shares; 2026Q1: 1,094 shares; 2026Q2: 1,135 shares 1,135 $253K 0.01% +41 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,853 shares 1,853 $251K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 990 shares; 2026Q2: 1,018 shares 1,018 $251K 0.01% +28 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,831 shares; 2024Q4: 5,909 shares; 2025Q1: 4,171 shares; 2025Q2: 4,296 shares; 2025Q3: 4,407 shares; 2025Q4: 3,842 shares; 2026Q1: 3,971 shares; 2026Q2: 4,034 shares 4,034 $250K 0.01% +63 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406 shares; 2025Q4: 494 shares; 2026Q1: not reported; 2026Q2: 478 shares 478 $246K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,474 shares; 2024Q4: 13,507 shares; 2025Q1: 12,500 shares; 2025Q2: 12,514 shares; 2025Q3: 12,831 shares; 2025Q4: 12,544 shares; 2026Q1: 12,559 shares; 2026Q2: 12,772 shares 12,772 $244K 0.01% +213 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,541 shares 1,541 $242K 0.01% new Timeline KBE 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: 3,484 shares; 2025Q4: 3,505 shares; 2026Q1: 3,524 shares; 2026Q2: 3,540 shares 3,540 $242K 0.01% +16 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,567 shares 1,567 $241K 0.01% new 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: 6,107 shares; 2024Q4: 6,145 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,261 shares 5,261 $239K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 630 shares; 2026Q2: 641 shares 641 $238K 0.01% +11 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 791 shares; 2024Q4: 803 shares; 2025Q1: 826 shares; 2025Q2: 840 shares; 2025Q3: 802 shares; 2025Q4: 795 shares; 2026Q1: not reported; 2026Q2: 744 shares 744 $237K 0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 501 shares 501 $232K 0.01% +1 Timeline IJJ 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: 1,521 shares 1,521 $225K <0.01% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $224K <0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,702 shares; 2024Q4: 7,703 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,488 shares; 2025Q4: 5,195 shares; 2026Q1: 5,225 shares; 2026Q2: 5,207 shares 5,207 $222K <0.01% -18 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286 shares; 2024Q4: 1,288 shares; 2025Q1: 1,328 shares; 2025Q2: 1,472 shares; 2025Q3: 1,495 shares; 2025Q4: 1,429 shares; 2026Q1: 1,333 shares; 2026Q2: 1,465 shares 1,465 $222K <0.01% +132 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,897 shares; 2024Q4: 11,897 shares; 2025Q1: 11,324 shares; 2025Q2: 11,324 shares; 2025Q3: 11,324 shares; 2025Q4: 11,543 shares; 2026Q1: 9,869 shares; 2026Q2: 9,722 shares 9,722 $221K <0.01% -147 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares; 2026Q2: 208 shares 208 $216K <0.01% -14 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,654 shares 1,654 $216K <0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,340 shares; 2024Q4: 93,386 shares; 2025Q1: not reported; 2025Q2: 1,757 shares; 2025Q3: 1,729 shares; 2025Q4: 1,748 shares; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $214K <0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,045 shares 4,045 $213K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 266 shares 266 $212K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,632 shares; 2025Q2: 2,714 shares; 2025Q3: 2,741 shares; 2025Q4: 2,789 shares; 2026Q1: 2,754 shares; 2026Q2: 2,797 shares 2,797 $208K <0.01% +43 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,400 shares; 2025Q2: 21,400 shares; 2025Q3: 21,400 shares; 2025Q4: 21,400 shares; 2026Q1: 21,400 shares; 2026Q2: 21,400 shares 21,400 $208K <0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS 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: 955 shares 955 $204K <0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,617 shares 4,617 $203K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,383 shares; 2024Q4: 3,494 shares; 2025Q1: 3,474 shares; 2025Q2: 3,518 shares; 2025Q3: 3,543 shares; 2025Q4: 1,978 shares; 2026Q1: 1,967 shares; 2026Q2: 1,715 shares 1,715 $202K <0.01% -252 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,158 shares 2,158 $202K <0.01% new Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,566 shares; 2026Q1: not reported; 2026Q2: 12,045 shares 12,045 $179K <0.01% new Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME 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: 13,680 shares; 2026Q1: not reported; 2026Q2: 15,863 shares 15,863 $179K <0.01% new Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,438 shares; 2026Q1: 23,120 shares; 2026Q2: 23,214 shares 23,214 $177K <0.01% +94 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,767 shares; 2026Q1: not reported; 2026Q2: 16,671 shares 16,671 $176K <0.01% new Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,776 shares 10,776 $175K <0.01% new Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD 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: 14,072 shares; 2026Q1: 17,439 shares; 2026Q2: 17,503 shares 17,503 $174K <0.01% +64 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,846 shares; 2025Q3: 12,866 shares; 2025Q4: 13,340 shares; 2026Q1: 13,646 shares; 2026Q2: 11,889 shares 11,889 $165K <0.01% -1,757 Timeline IOVA IOVANCE BIOTHERAPEUTICS INC More: the full row for IOVANCE BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,625 shares; 2024Q4: 33,625 shares; 2025Q1: 32,167 shares; 2025Q2: 37,839 shares; 2025Q3: 43,345 shares; 2025Q4: 29,338 shares; 2026Q1: 28,179 shares; 2026Q2: 37,842 shares 37,842 $157K <0.01% +9,663 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,675 shares; 2024Q4: 42,675 shares; 2025Q1: 40,994 shares; 2025Q2: 40,994 shares; 2025Q3: 40,994 shares; 2025Q4: 25,887 shares; 2026Q1: 25,887 shares; 2026Q2: 34,806 shares 34,806 $147K <0.01% +8,919 Timeline DMRC DIGIMARC CORP More: the full row for DIGIMARC 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: 13,271 shares 13,271 $109K <0.01% new Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,285 shares; 2024Q4: 22,812 shares; 2025Q1: 21,690 shares; 2025Q2: 13,674 shares; 2025Q3: 13,674 shares; 2025Q4: 13,447 shares; 2026Q1: 11,805 shares; 2026Q2: 11,805 shares 11,805 $98.8K <0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $83.4K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 142,239 shares; 2025Q1: 128,262 shares; 2025Q2: 85,024 shares; 2025Q3: 84,317 shares; 2025Q4: 12,044 shares; 2026Q1: 12,477 shares; 2026Q2: 12,916 shares 12,916 $64.5K <0.01% +439 Timeline BCG BINAH CAP GROUP INC More: the full row for BINAH CAP 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: 33,482 shares; 2025Q4: 33,482 shares; 2026Q1: 33,482 shares; 2026Q2: 33,482 shares 33,482 $51.6K <0.01% 0 Timeline RCKT ROCKET PHARMACEUTICALS INC More: the full row for ROCKET PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,411 shares; 2025Q4: 12,645 shares; 2026Q1: 11,547 shares; 2026Q2: 12,001 shares 12,001 $41K <0.01% +454 Timeline BLNE BEELINE HOLDINGS INC More: the full row for BEELINE 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: not reported; 2025Q3: not reported; 2025Q4: 18,435 shares; 2026Q1: 18,435 shares; 2026Q2: 28,435 shares 28,435 $34.7K <0.01% +10,000 Timeline RBBN RIBBON COMMUNICATIONS INC More: the full row for RIBBON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,030 shares; 2024Q4: 10,030 shares; 2025Q1: 10,030 shares; 2025Q2: 10,030 shares; 2025Q3: 10,030 shares; 2025Q4: 10,030 shares; 2026Q1: 10,030 shares; 2026Q2: 10,000 shares 10,000 $23.4K <0.01% -30 Timeline