WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,340,665 shares; 2024Q4: 2,317,859 shares; 2025Q1: 2,314,705 shares; 2025Q2: 2,301,493 shares; 2025Q3: 2,301,035 shares; 2025Q4: 2,294,971 shares; 2026Q1: 2,201,715 shares; 2026Q2: 2,153,623 shares 2,153,623 $244M 34.29% -48,092 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387,871 shares; 2024Q4: 390,063 shares; 2025Q1: 392,739 shares; 2025Q2: 393,372 shares; 2025Q3: 395,734 shares; 2025Q4: 372,221 shares; 2026Q1: 373,068 shares; 2026Q2: 380,323 shares 380,323 $110M 15.47% +7,255 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: 51,007 shares; 2024Q4: 51,193 shares; 2025Q1: 48,732 shares; 2025Q2: 49,003 shares; 2025Q3: 48,877 shares; 2025Q4: 49,311 shares; 2026Q1: 51,732 shares; 2026Q2: 48,138 shares 48,138 $27.1M 3.81% -3,594 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,006 shares; 2024Q4: 49,009 shares; 2025Q1: 49,005 shares; 2025Q2: 49,040 shares; 2025Q3: 49,038 shares; 2025Q4: 49,045 shares; 2026Q1: 49,090 shares; 2026Q2: 49,088 shares 49,088 $25.9M 3.65% -2 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: 67,750 shares; 2024Q4: 63,796 shares; 2025Q1: 63,533 shares; 2025Q2: 63,144 shares; 2025Q3: 70,577 shares; 2025Q4: 70,905 shares; 2026Q1: 76,077 shares; 2026Q2: 69,381 shares 69,381 $20.1M 2.82% -6,696 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,852 shares; 2024Q4: 1,852 shares; 2025Q1: 916 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,710 shares; 2026Q2: 25,924 shares 25,924 $19.4M 2.72% -786 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: 58,798 shares; 2024Q4: 58,653 shares; 2025Q1: 55,561 shares; 2025Q2: 52,420 shares; 2025Q3: 52,708 shares; 2025Q4: 53,030 shares; 2026Q1: 62,293 shares; 2026Q2: 63,710 shares 63,710 $12.7M 1.79% +1,417 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: 23 shares; 2024Q4: 26 shares; 2025Q1: 123 shares; 2025Q2: not reported; 2025Q3: 14,978 shares; 2025Q4: 15,049 shares; 2026Q1: 15,137 shares; 2026Q2: 15,172 shares 15,172 $10.4M 1.46% +35 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: 5,330 shares; 2024Q4: 5,330 shares; 2025Q1: 5,430 shares; 2025Q2: not reported; 2025Q3: 202,272 shares; 2025Q4: 202,272 shares; 2026Q1: 203,772 shares; 2026Q2: 203,772 shares 203,772 $7.49M 1.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137 shares; 2024Q4: 11,346 shares; 2025Q1: 11,283 shares; 2025Q2: 11,283 shares; 2025Q3: 11,364 shares; 2025Q4: 11,364 shares; 2026Q1: 22,740 shares; 2026Q2: 82,452 shares 82,452 $6.64M 0.93% +59,712 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: 14,929 shares; 2024Q4: 14,074 shares; 2025Q1: 13,794 shares; 2025Q2: 12,421 shares; 2025Q3: 12,408 shares; 2025Q4: 12,010 shares; 2026Q1: 11,639 shares; 2026Q2: 69,723 shares 69,723 $6.01M 0.84% +58,084 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,462 shares; 2024Q4: 40,550 shares; 2025Q1: 75,414 shares; 2025Q2: 81,524 shares; 2025Q3: 79,083 shares; 2025Q4: 84,736 shares; 2026Q1: 89,729 shares; 2026Q2: 93,050 shares 93,050 $5.49M 0.77% +3,321 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,436 shares; 2024Q4: 10,440 shares; 2025Q1: 14,513 shares; 2025Q2: 23,235 shares; 2025Q3: 55,375 shares; 2025Q4: 71,043 shares; 2026Q1: 79,673 shares; 2026Q2: 86,740 shares 86,740 $5.33M 0.75% +7,067 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,434 shares; 2024Q4: 67,340 shares; 2025Q1: 80,574 shares; 2025Q2: 89,227 shares; 2025Q3: 93,063 shares; 2025Q4: 97,772 shares; 2026Q1: 99,262 shares; 2026Q2: 89,538 shares 89,538 $5.21M 0.73% -9,724 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: 12,025 shares; 2024Q4: 12,080 shares; 2025Q1: 11,450 shares; 2025Q2: 11,711 shares; 2025Q3: 10,069 shares; 2025Q4: not reported; 2026Q1: 13,389 shares; 2026Q2: 14,233 shares 14,233 $5.09M 0.71% +844 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: 25,924 shares; 2024Q4: 21,071 shares; 2025Q1: 19,268 shares; 2025Q2: 18,570 shares; 2025Q3: 19,108 shares; 2025Q4: 19,182 shares; 2026Q1: 19,727 shares; 2026Q2: 20,017 shares 20,017 $4.77M 0.67% +290 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: 53,266 shares; 2024Q4: 54,735 shares; 2025Q1: 59,804 shares; 2025Q2: 58,318 shares; 2025Q3: 63,953 shares; 2025Q4: 66,035 shares; 2026Q1: 69,594 shares; 2026Q2: 73,467 shares 73,467 $4.39M 0.62% +3,873 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: 24,163 shares; 2024Q4: 23,350 shares; 2025Q1: 22,826 shares; 2025Q2: 20,198 shares; 2025Q3: 20,027 shares; 2025Q4: 19,501 shares; 2026Q1: 18,801 shares; 2026Q2: 18,740 shares 18,740 $4.08M 0.57% -61 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,322 shares; 2024Q4: 44,016 shares; 2025Q1: 57,267 shares; 2025Q2: 58,872 shares; 2025Q3: 62,659 shares; 2025Q4: 72,054 shares; 2026Q1: 73,634 shares; 2026Q2: 84,170 shares 84,170 $4.08M 0.57% +10,536 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,119 shares; 2024Q4: 17,134 shares; 2025Q1: 26,151 shares; 2025Q2: 28,757 shares; 2025Q3: 32,089 shares; 2025Q4: 34,175 shares; 2026Q1: 38,335 shares; 2026Q2: 42,978 shares 42,978 $4.06M 0.57% +4,643 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,282 shares; 2024Q4: 24,657 shares; 2025Q1: 25,627 shares; 2025Q2: 26,816 shares; 2025Q3: 32,650 shares; 2025Q4: 38,137 shares; 2026Q1: 41,103 shares; 2026Q2: 48,083 shares 48,083 $3.97M 0.56% +6,980 Timeline JEPI 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: 32,777 shares; 2024Q4: 38,944 shares; 2025Q1: 36,751 shares; 2025Q2: 38,761 shares; 2025Q3: 52,092 shares; 2025Q4: 59,831 shares; 2026Q1: 61,647 shares; 2026Q2: 68,220 shares 68,220 $3.85M 0.54% +6,573 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: 5,992 shares; 2024Q4: 6,486 shares; 2025Q1: 6,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,370 shares; 2026Q2: 9,668 shares 9,668 $3.61M 0.51% +298 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 7,406 shares; 2025Q1: 7,406 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,962 shares; 2026Q2: 11,557 shares 11,557 $3.5M 0.49% -1,405 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: 59,056 shares; 2024Q4: 57,523 shares; 2025Q1: 55,345 shares; 2025Q2: 54,598 shares; 2025Q3: 54,672 shares; 2025Q4: 54,777 shares; 2026Q1: 54,203 shares; 2026Q2: 55,937 shares 55,937 $3.19M 0.45% +1,734 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: 1,208 shares; 2024Q4: 1,439 shares; 2025Q1: 1,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,811 shares; 2026Q1: 32,011 shares; 2026Q2: 36,525 shares 36,525 $2.61M 0.37% +4,514 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: 6,491 shares; 2024Q4: 6,402 shares; 2025Q1: 6,133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,606 shares; 2026Q2: 7,528 shares 7,528 $2.46M 0.35% +922 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: 2,111 shares; 2024Q4: 2,020 shares; 2025Q1: 2,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,295 shares; 2026Q2: 2,310 shares 2,310 $2.46M 0.35% +15 Timeline SCHH 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: 47,842 shares; 2024Q4: 49,925 shares; 2025Q1: 55,677 shares; 2025Q2: 56,688 shares; 2025Q3: 74,342 shares; 2025Q4: 83,797 shares; 2026Q1: 91,239 shares; 2026Q2: 101,837 shares 101,837 $2.41M 0.34% +10,598 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: 11,587 shares; 2024Q4: 15,050 shares; 2025Q1: 18,099 shares; 2025Q2: 20,282 shares; 2025Q3: 22,135 shares; 2025Q4: 24,065 shares; 2026Q1: 29,913 shares; 2026Q2: 29,774 shares 29,774 $2.35M 0.33% -139 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,451 shares; 2024Q4: 7,271 shares; 2025Q1: 11,883 shares; 2025Q2: 12,984 shares; 2025Q3: 20,446 shares; 2025Q4: 29,960 shares; 2026Q1: 37,114 shares; 2026Q2: 40,213 shares 40,213 $2.23M 0.31% +3,099 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,055 shares; 2024Q4: 40,142 shares; 2025Q1: 40,176 shares; 2025Q2: 39,995 shares; 2025Q3: 41,091 shares; 2025Q4: 40,420 shares; 2026Q1: 37,010 shares; 2026Q2: 36,999 shares 36,999 $2.12M 0.3% -11 Timeline SCHC 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: 30,811 shares; 2024Q4: 33,020 shares; 2025Q1: 33,052 shares; 2025Q2: 30,385 shares; 2025Q3: 34,505 shares; 2025Q4: 36,013 shares; 2026Q1: 38,696 shares; 2026Q2: 43,652 shares 43,652 $2.1M 0.3% +4,956 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: 7,422 shares; 2024Q4: 7,975 shares; 2025Q1: 7,651 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,025 shares; 2026Q2: 8,314 shares 8,314 $2.09M 0.29% +1,289 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,008 shares; 2024Q4: 13,779 shares; 2025Q1: 14,039 shares; 2025Q2: 14,055 shares; 2025Q3: 15,289 shares; 2025Q4: 16,905 shares; 2026Q1: 18,444 shares; 2026Q2: 21,286 shares 21,286 $2.05M 0.29% +2,842 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,467 shares; 2024Q4: 18,894 shares; 2025Q1: 17,906 shares; 2025Q2: 17,850 shares; 2025Q3: 20,330 shares; 2025Q4: 26,973 shares; 2026Q1: 30,639 shares; 2026Q2: 40,393 shares 40,393 $2.04M 0.29% +9,754 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: 11,375 shares; 2024Q4: 11,606 shares; 2025Q1: 12,479 shares; 2025Q2: 12,908 shares; 2025Q3: 13,368 shares; 2025Q4: 14,132 shares; 2026Q1: 13,839 shares; 2026Q2: 13,662 shares 13,662 $2M 0.28% -177 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: 5,014 shares; 2024Q4: 6,445 shares; 2025Q1: 6,368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,550 shares; 2026Q2: 5,551 shares 5,551 $1.96M 0.28% +1 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 13,117 shares 13,117 $1.79M 0.25% new 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: 1,636 shares; 2024Q4: 1,968 shares; 2025Q1: 1,246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,271 shares; 2026Q2: 1,540 shares 1,540 $1.78M 0.25% +269 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: 35,538 shares; 2024Q4: 36,969 shares; 2025Q1: 37,536 shares; 2025Q2: 37,714 shares; 2025Q3: 39,695 shares; 2025Q4: 44,989 shares; 2026Q1: 43,399 shares; 2026Q2: 41,704 shares 41,704 $1.77M 0.25% -1,695 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: 3,683 shares; 2025Q1: 3,487 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,039 shares; 2026Q2: 4,074 shares 4,074 $1.77M 0.25% +35 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: 9,054 shares; 2024Q4: 10,782 shares; 2025Q1: 11,324 shares; 2025Q2: 10,410 shares; 2025Q3: 10,716 shares; 2025Q4: 11,648 shares; 2026Q1: 10,870 shares; 2026Q2: 10,640 shares 10,640 $1.76M 0.25% -230 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: 5,343 shares; 2024Q4: 6,491 shares; 2025Q1: 10,581 shares; 2025Q2: 14,135 shares; 2025Q3: 14,490 shares; 2025Q4: 15,252 shares; 2026Q1: 13,098 shares; 2026Q2: 13,420 shares 13,420 $1.72M 0.24% +322 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: 1,752 shares; 2024Q4: 15,218 shares; 2025Q1: 15,014 shares; 2025Q2: 15,030 shares; 2025Q3: 14,917 shares; 2025Q4: 14,935 shares; 2026Q1: 21,293 shares; 2026Q2: 16,040 shares 16,040 $1.67M 0.23% -5,253 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: 3,735 shares; 2024Q4: 4,403 shares; 2025Q1: 4,555 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,807 shares; 2026Q2: 4,709 shares 4,709 $1.62M 0.23% -98 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,188 shares; 2024Q4: 12,585 shares; 2025Q1: 10,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,650 shares; 2026Q2: 8,303 shares 8,303 $1.5M 0.21% -347 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: 18,763 shares; 2024Q4: 21,226 shares; 2025Q1: 25,844 shares; 2025Q2: 26,364 shares; 2025Q3: 28,472 shares; 2025Q4: 31,487 shares; 2026Q1: 34,766 shares; 2026Q2: 40,041 shares 40,041 $1.48M 0.21% +5,275 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: 2,412 shares; 2024Q4: 2,468 shares; 2025Q1: 2,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,514 shares; 2026Q2: 2,898 shares 2,898 $1.45M 0.2% +384 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,297 shares; 2024Q4: 15,872 shares; 2025Q1: 18,368 shares; 2025Q2: 19,026 shares; 2025Q3: 18,551 shares; 2025Q4: 19,370 shares; 2026Q1: 25,616 shares; 2026Q2: 28,651 shares 28,651 $1.45M 0.2% +3,035 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: 1,644 shares; 2024Q4: 1,949 shares; 2025Q1: 2,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,488 shares; 2026Q2: 3,810 shares 3,810 $1.44M 0.2% +322 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: 7,857 shares; 2024Q4: 8,144 shares; 2025Q1: 8,511 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,716 shares; 2026Q2: 11,291 shares 11,291 $1.43M 0.2% +1,575 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: 703 shares; 2024Q4: 858 shares; 2025Q1: 823 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares; 2026Q2: 1,184 shares 1,184 $1.42M 0.2% +77 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: 15,449 shares; 2024Q4: 15,815 shares; 2025Q1: 16,312 shares; 2025Q2: 16,490 shares; 2025Q3: 16,545 shares; 2025Q4: 15,439 shares; 2026Q1: 15,418 shares; 2026Q2: 15,462 shares 15,462 $1.36M 0.19% +44 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: 22,051 shares; 2024Q4: 20,664 shares; 2025Q1: 17,662 shares; 2025Q2: 13,661 shares; 2025Q3: 13,279 shares; 2025Q4: 13,131 shares; 2026Q1: 11,997 shares; 2026Q2: 11,422 shares 11,422 $1.34M 0.19% -575 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: 10,393 shares; 2024Q4: 12,137 shares; 2025Q1: 11,722 shares; 2025Q2: 12,167 shares; 2025Q3: 12,405 shares; 2025Q4: 12,820 shares; 2026Q1: 12,485 shares; 2026Q2: 12,472 shares 12,472 $1.34M 0.19% -13 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: 2,541 shares; 2024Q4: 2,546 shares; 2025Q1: 2,294 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,950 shares; 2026Q2: 3,779 shares 3,779 $1.33M 0.19% +829 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: 52,534 shares; 2024Q4: 53,423 shares; 2025Q1: 55,730 shares; 2025Q2: 56,446 shares; 2025Q3: 55,678 shares; 2025Q4: 58,939 shares; 2026Q1: 54,618 shares; 2026Q2: 54,852 shares 54,852 $1.32M 0.19% +234 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: 6,055 shares; 2024Q4: 6,659 shares; 2025Q1: 6,755 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,906 shares; 2026Q2: 5,167 shares 5,167 $1.31M 0.18% +261 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: 21,648 shares; 2024Q4: 20,790 shares; 2025Q1: 20,419 shares; 2025Q2: 21,166 shares; 2025Q3: 20,944 shares; 2025Q4: 19,787 shares; 2026Q1: 18,751 shares; 2026Q2: 18,193 shares 18,193 $1.31M 0.18% -558 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141 shares; 2024Q4: 190 shares; 2025Q1: 195 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,551 shares; 2026Q2: 6,458 shares 6,458 $1.3M 0.18% -93 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: 17,512 shares; 2024Q4: 15,997 shares; 2025Q1: 15,435 shares; 2025Q2: 14,900 shares; 2025Q3: 14,853 shares; 2025Q4: 14,762 shares; 2026Q1: 14,974 shares; 2026Q2: 15,494 shares 15,494 $1.28M 0.18% +520 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: 4,981 shares; 2024Q4: 4,768 shares; 2025Q1: 4,689 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,978 shares; 2026Q2: 3,952 shares 3,952 $1.21M 0.17% -26 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: 2,558 shares; 2024Q4: 3,845 shares; 2025Q1: 1,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,000 shares; 2026Q2: 2,079 shares 2,079 $1.21M 0.17% +79 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,607 shares; 2024Q4: 4,324 shares; 2025Q1: 4,612 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,871 shares; 2026Q2: 8,779 shares 8,779 $1.19M 0.17% -92 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: 7,289 shares; 2024Q4: 7,396 shares; 2025Q1: 8,172 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,004 shares; 2026Q2: 8,487 shares 8,487 $1.19M 0.17% +483 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: 16,865 shares; 2024Q4: 17,474 shares; 2025Q1: 17,528 shares; 2025Q2: 18,080 shares; 2025Q3: 18,768 shares; 2025Q4: 15,747 shares; 2026Q1: 15,176 shares; 2026Q2: 13,844 shares 13,844 $1.13M 0.16% -1,332 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,648 shares; 2024Q4: 7,598 shares; 2025Q1: 7,919 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,235 shares; 2026Q2: 9,355 shares 9,355 $1.1M 0.15% +120 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: 7,098 shares; 2024Q4: 5,716 shares; 2025Q1: 5,681 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,055 shares; 2026Q2: 4,988 shares 4,988 $1.08M 0.15% -67 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,824 shares; 2024Q4: 21,522 shares; 2025Q1: 22,384 shares; 2025Q2: 25,462 shares; 2025Q3: 20,601 shares; 2025Q4: 17,676 shares; 2026Q1: 16,925 shares; 2026Q2: 20,093 shares 20,093 $1.07M 0.15% +3,168 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: 6,294 shares; 2024Q4: 6,891 shares; 2025Q1: 5,017 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,965 shares; 2026Q2: 3,779 shares 3,779 $1.06M 0.15% -186 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,480 shares; 2024Q4: 1,622 shares; 2025Q1: 1,468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,514 shares; 2026Q2: 1,418 shares 1,418 $1.06M 0.15% -96 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: 21,344 shares; 2024Q4: 19,975 shares; 2025Q1: 19,042 shares; 2025Q2: 16,938 shares; 2025Q3: 16,337 shares; 2025Q4: 15,495 shares; 2026Q1: 15,496 shares; 2026Q2: 15,522 shares 15,522 $1.06M 0.15% +26 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: 15,809 shares; 2024Q4: 17,274 shares; 2025Q1: 17,841 shares; 2025Q2: 17,509 shares; 2025Q3: 17,778 shares; 2025Q4: 17,785 shares; 2026Q1: 17,151 shares; 2026Q2: 18,323 shares 18,323 $1.06M 0.15% +1,172 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: 59,246 shares; 2024Q4: 53,765 shares; 2025Q1: 51,109 shares; 2025Q2: 50,867 shares; 2025Q3: 50,343 shares; 2025Q4: 50,342 shares; 2026Q1: 50,950 shares; 2026Q2: 50,267 shares 50,267 $1.04M 0.15% -683 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: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,742 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,979 shares; 2026Q2: 5,429 shares 5,429 $1.03M 0.15% -550 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: 1,492 shares; 2024Q4: 1,540 shares; 2025Q1: 1,464 shares; 2025Q2: not reported; 2025Q3: 10,787 shares; 2025Q4: 10,997 shares; 2026Q1: 10,210 shares; 2026Q2: 10,042 shares 10,042 $1.03M 0.14% -168 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: 14,205 shares; 2024Q4: 14,306 shares; 2025Q1: 8,993 shares; 2025Q2: 10,021 shares; 2025Q3: 10,116 shares; 2025Q4: 10,368 shares; 2026Q1: 12,761 shares; 2026Q2: 12,361 shares 12,361 $1.02M 0.14% -400 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: 10,230 shares; 2024Q4: 9,631 shares; 2025Q1: 10,131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,272 shares; 2026Q2: 7,290 shares 7,290 $1.02M 0.14% +18 Timeline SCHR 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: 9,403 shares; 2024Q4: 18,846 shares; 2025Q1: 20,924 shares; 2025Q2: 21,950 shares; 2025Q3: 22,654 shares; 2025Q4: 22,472 shares; 2026Q1: 21,571 shares; 2026Q2: 40,962 shares 40,962 $1.01M 0.14% +19,391 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: 1,459 shares; 2024Q4: 1,613 shares; 2025Q1: 1,898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,422 shares; 2026Q2: 2,363 shares 2,363 $994K 0.14% -59 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: 428 shares; 2024Q4: 504 shares; 2025Q1: 468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 439 shares; 2026Q2: 488 shares 488 $971K 0.14% +49 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,630 shares; 2025Q1: 9,036 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,804 shares; 2026Q2: 7,913 shares 7,913 $961K 0.14% -891 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: 6,093 shares; 2024Q4: 5,789 shares; 2025Q1: 5,777 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,697 shares; 2026Q2: 4,684 shares 4,684 $926K 0.13% -13 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: 5,071 shares; 2025Q1: 4,918 shares; 2025Q2: not reported; 2025Q3: 28,268 shares; 2025Q4: 27,802 shares; 2026Q1: 27,649 shares; 2026Q2: 27,887 shares 27,887 $894K 0.13% +238 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: 9,533 shares; 2024Q4: 9,436 shares; 2025Q1: 8,852 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,747 shares; 2026Q2: 6,901 shares 6,901 $872K 0.12% +154 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: 6,740 shares; 2024Q4: 6,510 shares; 2025Q1: 6,662 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,497 shares; 2026Q2: 8,777 shares 8,777 $840K 0.12% +280 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: 516 shares; 2024Q4: 534 shares; 2025Q1: 723 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares; 2026Q2: 803 shares 803 $812K 0.11% +41 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: 4,277 shares; 2024Q4: 4,341 shares; 2025Q1: 4,358 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,419 shares; 2026Q2: 4,274 shares 4,274 $792K 0.11% -145 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: 1,114 shares; 2024Q4: 953 shares; 2025Q1: 788 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,955 shares; 2026Q2: 1,900 shares 1,900 $790K 0.11% -1,055 Timeline VMBS 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: 6,047 shares; 2024Q4: 7,821 shares; 2025Q1: 8,282 shares; 2025Q2: 11,751 shares; 2025Q3: 11,803 shares; 2025Q4: 12,247 shares; 2026Q1: 12,472 shares; 2026Q2: 16,524 shares 16,524 $773K 0.11% +4,052 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,592 shares; 2024Q4: 6,663 shares; 2025Q1: 6,728 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,769 shares; 2026Q2: 7,755 shares 7,755 $737K 0.1% -14 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: 8,109 shares; 2024Q4: 8,064 shares; 2025Q1: 7,182 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,978 shares; 2026Q2: 7,468 shares 7,468 $719K 0.1% +490 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 15,600 shares; 2025Q4: 16,700 shares; 2026Q1: 16,200 shares; 2026Q2: 13,700 shares 13,700 $718K 0.1% -2,500 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,474 shares; 2024Q4: 13,168 shares; 2025Q1: 7,281 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,968 shares; 2026Q2: 7,275 shares 7,275 $698K 0.1% +307 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: 472 shares; 2024Q4: 1,172 shares; 2025Q1: 1,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,421 shares; 2026Q2: 2,022 shares 2,022 $690K 0.1% -399 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: 4,880 shares; 2024Q4: 4,477 shares; 2025Q1: 4,532 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,940 shares; 2026Q2: 4,904 shares 4,904 $671K 0.09% -36 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: 5,144 shares; 2024Q4: 5,048 shares; 2025Q1: 5,218 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,399 shares; 2026Q2: 3,189 shares 3,189 $667K 0.09% -210 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: 1,461 shares; 2024Q4: 1,348 shares; 2025Q1: 1,063 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 886 shares; 2026Q2: 901 shares 901 $651K 0.09% +15 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: 704 shares; 2024Q4: 1,009 shares; 2025Q1: 1,135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares; 2026Q2: 1,257 shares 1,257 $646K 0.09% -12 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: 1,906 shares; 2024Q4: 1,989 shares; 2025Q1: 2,087 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares; 2026Q2: 2,387 shares 2,387 $645K 0.09% -216 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: 3,667 shares; 2024Q4: 3,443 shares; 2025Q1: 3,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,633 shares; 2026Q2: 2,608 shares 2,608 $634K 0.09% -25 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,560 shares; 2025Q1: 2,576 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,783 shares; 2026Q2: 4,108 shares 4,108 $633K 0.09% +1,325 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,495 shares; 2024Q4: 3,240 shares; 2025Q1: 3,163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,783 shares; 2026Q2: 3,990 shares 3,990 $625K 0.09% +207 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,276 shares; 2024Q4: 56,125 shares; 2025Q1: 55,649 shares; 2025Q2: 55,283 shares; 2025Q3: 55,310 shares; 2025Q4: 28,535 shares; 2026Q1: 27,465 shares; 2026Q2: 25,854 shares 25,854 $624K 0.09% -1,611 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,227 shares; 2024Q4: 5,221 shares; 2025Q1: 5,215 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,286 shares; 2026Q2: 4,267 shares 4,267 $623K 0.09% -19 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: 3,448 shares; 2024Q4: 3,882 shares; 2025Q1: 4,229 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,944 shares; 2026Q2: 13,083 shares 13,083 $610K 0.09% +4,139 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: 5,570 shares; 2024Q4: 8,871 shares; 2025Q1: 5,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,200 shares; 2026Q1: 11,345 shares; 2026Q2: 11,284 shares 11,284 $599K 0.08% -61 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 440 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 263 shares 263 $598K 0.08% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707 shares; 2024Q4: 5,042 shares; 2025Q1: 5,558 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,959 shares; 2026Q2: 5,953 shares 5,953 $597K 0.08% -6 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,657 shares; 2026Q2: 4,657 shares 4,657 $596K 0.08% 0 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: 5,268 shares; 2024Q4: 6,679 shares; 2025Q1: 7,353 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,606 shares; 2026Q2: 5,672 shares 5,672 $587K 0.08% -934 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: 2,036 shares; 2024Q4: 1,912 shares; 2025Q1: 1,917 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,585 shares; 2026Q2: 1,583 shares 1,583 $579K 0.08% -2 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: 5,597 shares; 2024Q4: 10,725 shares; 2025Q1: 12,619 shares; 2025Q2: 14,476 shares; 2025Q3: 13,659 shares; 2025Q4: 15,674 shares; 2026Q1: 15,680 shares; 2026Q2: 15,871 shares 15,871 $573K 0.08% +191 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: 5,993 shares; 2024Q4: 5,596 shares; 2025Q1: 5,594 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,786 shares; 2026Q2: 5,316 shares 5,316 $570K 0.08% +530 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: 286 shares; 2024Q4: 314 shares; 2025Q1: 311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 486 shares; 2026Q2: 484 shares 484 $569K 0.08% -2 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: 965 shares; 2024Q4: 1,190 shares; 2025Q1: 1,139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,680 shares; 2026Q2: 5,138 shares 5,138 $568K 0.08% +1,458 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,300 shares; 2024Q4: 10,900 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 11,475 shares; 2026Q1: 11,783 shares; 2026Q2: 11,613 shares 11,613 $565K 0.08% -170 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: 10,536 shares; 2024Q4: 10,924 shares; 2025Q1: 10,949 shares; 2025Q2: 10,931 shares; 2025Q3: 10,931 shares; 2025Q4: 10,535 shares; 2026Q1: 11,243 shares; 2026Q2: 10,535 shares 10,535 $565K 0.08% -708 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571 shares; 2024Q4: 1,599 shares; 2025Q1: 1,771 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,722 shares; 2026Q2: 2,681 shares 2,681 $555K 0.08% -41 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 58 shares; 2025Q1: 197 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,771 shares; 2026Q2: 2,508 shares 2,508 $548K 0.08% +737 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: 3,506 shares; 2024Q4: 3,506 shares; 2025Q1: 3,506 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,504 shares; 2026Q2: 3,504 shares 3,504 $548K 0.08% 0 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: 4,040 shares; 2024Q4: 12,602 shares; 2025Q1: 14,872 shares; 2025Q2: 16,167 shares; 2025Q3: 16,251 shares; 2025Q4: 18,311 shares; 2026Q1: 18,743 shares; 2026Q2: 18,576 shares 18,576 $547K 0.08% -167 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: 185 shares; 2024Q4: 271 shares; 2025Q1: 351 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,546 shares; 2026Q2: 7,764 shares 7,764 $537K 0.08% +218 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: 1,400 shares; 2024Q4: 1,694 shares; 2025Q1: 1,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 873 shares; 2026Q2: 828 shares 828 $529K 0.07% -45 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: 26,165 shares; 2024Q4: 23,282 shares; 2025Q1: 22,480 shares; 2025Q2: 21,138 shares; 2025Q3: 21,064 shares; 2025Q4: 19,388 shares; 2026Q1: 16,413 shares; 2026Q2: 16,524 shares 16,524 $528K 0.07% +111 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,012 shares; 2024Q4: 2,843 shares; 2025Q1: 3,433 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,274 shares; 2026Q2: 4,878 shares 4,878 $527K 0.07% +604 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,020 shares; 2024Q4: 10,020 shares; 2025Q1: 5,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,110 shares; 2026Q2: 7,210 shares 7,210 $518K 0.07% +2,100 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: 3,692 shares; 2024Q4: 3,531 shares; 2025Q1: 3,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,145 shares; 2026Q2: 3,183 shares 3,183 $515K 0.07% +38 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,976 shares; 2024Q4: 14,556 shares; 2025Q1: 14,470 shares; 2025Q2: 11,774 shares; 2025Q3: 11,440 shares; 2025Q4: 11,317 shares; 2026Q1: 10,041 shares; 2026Q2: 10,004 shares 10,004 $506K 0.07% -37 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,544 shares; 2024Q4: 6,220 shares; 2025Q1: 6,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,038 shares; 2026Q2: 7,512 shares 7,512 $505K 0.07% +474 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,304 shares; 2024Q4: 7,535 shares; 2025Q1: 7,535 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,525 shares; 2026Q1: 17,868 shares; 2026Q2: 20,014 shares 20,014 $502K 0.07% +2,146 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: 1,702 shares; 2024Q4: 1,653 shares; 2025Q1: 1,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,371 shares; 2026Q2: 2,261 shares 2,261 $499K 0.07% -110 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: 1,732 shares; 2024Q4: 1,332 shares; 2025Q1: 1,332 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,380 shares; 2026Q2: 1,351 shares 1,351 $498K 0.07% -29 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: 756 shares; 2024Q4: 768 shares; 2025Q1: 1,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,417 shares; 2026Q2: 1,588 shares 1,588 $497K 0.07% +171 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: 5,696 shares; 2024Q4: 6,794 shares; 2025Q1: 6,965 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,855 shares; 2026Q2: 10,412 shares 10,412 $495K 0.07% +1,557 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,727 shares; 2024Q4: 8,233 shares; 2025Q1: 7,818 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,969 shares; 2026Q2: 5,936 shares 5,936 $495K 0.07% -33 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: 2,278 shares; 2024Q4: 3,618 shares; 2025Q1: 4,556 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,571 shares; 2026Q2: 9,403 shares 9,403 $492K 0.07% +2,832 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: 8,844 shares; 2024Q4: 8,549 shares; 2025Q1: 8,391 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,552 shares; 2026Q2: 7,135 shares 7,135 $487K 0.07% -417 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,225 shares; 2024Q4: 8,714 shares; 2025Q1: 8,714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,503 shares; 2026Q2: 5,503 shares 5,503 $487K 0.07% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,088 shares; 2024Q4: 30,986 shares; 2025Q1: 28,421 shares; 2025Q2: 28,307 shares; 2025Q3: 26,186 shares; 2025Q4: 26,072 shares; 2026Q1: 26,059 shares; 2026Q2: 26,984 shares 26,984 $484K 0.07% +925 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,760 shares; 2024Q4: 9,646 shares; 2025Q1: 9,219 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,586 shares; 2026Q2: 6,504 shares 6,504 $484K 0.07% -82 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 2,573 shares; 2025Q1: 2,862 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,581 shares; 2026Q2: 5,801 shares 5,801 $478K 0.07% +1,220 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: 2,732 shares; 2024Q4: 2,688 shares; 2025Q1: 2,669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,171 shares; 2026Q2: 1,308 shares 1,308 $474K 0.07% +137 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,894 shares; 2024Q4: 9,031 shares; 2025Q1: 9,181 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,024 shares; 2026Q2: 9,024 shares 9,024 $469K 0.07% 0 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: 5,890 shares; 2024Q4: 6,594 shares; 2025Q1: 5,865 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,342 shares; 2026Q2: 9,784 shares 9,784 $469K 0.07% +2,442 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: 123 shares; 2024Q4: 806 shares; 2025Q1: 542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 651 shares; 2026Q2: 633 shares 633 $466K 0.07% -18 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: 5,553 shares; 2024Q4: 7,525 shares; 2025Q1: 5,797 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,175 shares; 2026Q2: 3,931 shares 3,931 $459K 0.06% -1,244 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,414 shares; 2025Q1: 1,808 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,330 shares; 2026Q2: 5,539 shares 5,539 $456K 0.06% +209 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: 1,342 shares; 2024Q4: 1,280 shares; 2025Q1: 1,554 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,437 shares; 2026Q2: 2,999 shares 2,999 $454K 0.06% +562 Timeline MINT 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: 5,801 shares; 2024Q4: 5,786 shares; 2025Q1: 5,757 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,553 shares; 2026Q2: 4,499 shares 4,499 $454K 0.06% -54 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: 6,163 shares; 2024Q4: 6,246 shares; 2025Q1: 6,095 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,768 shares; 2026Q2: 5,865 shares 5,865 $452K 0.06% +97 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: 2,992 shares; 2024Q4: 4,463 shares; 2025Q1: 3,665 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,726 shares; 2026Q2: 3,063 shares 3,063 $449K 0.06% +337 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,828 shares; 2024Q4: 4,727 shares; 2025Q1: 4,560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,881 shares; 2026Q2: 4,284 shares 4,284 $445K 0.06% +403 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG 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: 87,648 shares; 2025Q4: 102,348 shares; 2026Q1: 101,148 shares; 2026Q2: 101,148 shares 101,148 $445K 0.06% 0 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: 1,725 shares; 2024Q4: 1,723 shares; 2025Q1: 1,756 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406 shares; 2026Q2: 472 shares 472 $441K 0.06% +66 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: 5,539 shares; 2024Q4: 6,148 shares; 2025Q1: 6,710 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,903 shares; 2026Q2: 8,056 shares 8,056 $437K 0.06% +153 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,173 shares; 2024Q4: 4,249 shares; 2025Q1: 4,432 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,014 shares; 2026Q2: 4,977 shares 4,977 $432K 0.06% -37 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: 5,277 shares; 2024Q4: 5,253 shares; 2025Q1: 6,442 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,007 shares; 2026Q2: 3,988 shares 3,988 $429K 0.06% -19 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: 388 shares; 2024Q4: 781 shares; 2025Q1: 1,048 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 443 shares 443 $427K 0.06% new 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: 1,337 shares; 2024Q4: 1,310 shares; 2025Q1: 1,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,570 shares; 2026Q2: 3,514 shares 3,514 $427K 0.06% -56 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,926 shares; 2024Q4: 2,946 shares; 2025Q1: 3,344 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares; 2026Q2: 5,890 shares 5,890 $425K 0.06% +840 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: 6,140 shares; 2024Q4: 5,945 shares; 2025Q1: 6,133 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,085 shares; 2026Q2: 4,775 shares 4,775 $415K 0.06% -310 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,879 shares; 2024Q4: 5,167 shares; 2025Q1: 5,177 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,735 shares; 2026Q2: 6,656 shares 6,656 $411K 0.06% -79 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: 4,404 shares; 2024Q4: 5,548 shares; 2025Q1: 6,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,898 shares; 2026Q2: 5,684 shares 5,684 $405K 0.06% -214 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: 1,344 shares; 2024Q4: 3,405 shares; 2025Q1: 3,508 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,424 shares; 2026Q2: 3,093 shares 3,093 $404K 0.06% -331 Timeline TFI 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: 227 shares; 2024Q4: 218 shares; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,525 shares; 2026Q2: 8,814 shares 8,814 $404K 0.06% +289 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: 10,034 shares; 2024Q4: 9,246 shares; 2025Q1: 10,500 shares; 2025Q2: 10,915 shares; 2025Q3: 11,232 shares; 2025Q4: 10,035 shares; 2026Q1: 9,725 shares; 2026Q2: 10,914 shares 10,914 $403K 0.06% +1,189 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: 485 shares; 2024Q4: 545 shares; 2025Q1: 588 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,049 shares; 2026Q2: 1,173 shares 1,173 $400K 0.06% +124 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,550 shares; 2024Q4: 13,542 shares; 2025Q1: 13,552 shares; 2025Q2: 13,567 shares; 2025Q3: 13,001 shares; 2025Q4: 12,924 shares; 2026Q1: 12,928 shares; 2026Q2: 13,090 shares 13,090 $399K 0.06% +162 Timeline VSS 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: 4,064 shares; 2024Q4: 3,935 shares; 2025Q1: 3,956 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares; 2026Q2: 2,551 shares 2,551 $394K 0.06% +1 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,685 shares; 2024Q4: 4,336 shares; 2025Q1: 4,196 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,446 shares; 2026Q2: 4,532 shares 4,532 $376K 0.05% -914 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: 1,201 shares; 2024Q4: 1,252 shares; 2025Q1: 1,264 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares; 2026Q2: 1,002 shares 1,002 $374K 0.05% -22 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,600 shares; 2025Q1: 8,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,600 shares; 2026Q2: 8,600 shares 8,600 $364K 0.05% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 2,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,313 shares; 2026Q2: 11,405 shares 11,405 $363K 0.05% +3,092 Timeline FDL 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: 5,293 shares; 2024Q4: 5,872 shares; 2025Q1: 5,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,395 shares; 2026Q2: 7,395 shares 7,395 $360K 0.05% 0 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: 27,296 shares; 2024Q4: 26,968 shares; 2025Q1: 29,707 shares; 2025Q2: 31,196 shares; 2025Q3: 30,795 shares; 2025Q4: 29,472 shares; 2026Q1: 27,722 shares; 2026Q2: 25,815 shares 25,815 $359K 0.05% -1,907 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: 1,511 shares; 2024Q4: 1,700 shares; 2025Q1: 1,656 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,874 shares; 2026Q2: 2,820 shares 2,820 $351K 0.05% -54 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,532 shares; 2024Q4: 3,200 shares; 2025Q1: 3,087 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,552 shares; 2026Q2: 3,686 shares 3,686 $350K 0.05% +134 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: 4,047 shares; 2024Q4: 5,013 shares; 2025Q1: 4,971 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,337 shares; 2026Q2: 3,714 shares 3,714 $347K 0.05% +377 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: 9,569 shares; 2024Q4: 7,261 shares; 2025Q1: 7,839 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,161 shares; 2026Q2: 6,529 shares 6,529 $342K 0.05% +368 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: 708 shares; 2024Q4: 878 shares; 2025Q1: 995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,803 shares 1,803 $342K 0.05% new 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: 3,999 shares; 2024Q4: 3,200 shares; 2025Q1: 3,565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,494 shares; 2026Q2: 4,337 shares 4,337 $336K 0.05% +843 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: 3,362 shares; 2024Q4: 3,362 shares; 2025Q1: 3,362 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,687 shares; 2026Q2: 6,597 shares 6,597 $335K 0.05% -90 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,946 shares; 2024Q4: 3,957 shares; 2025Q1: 4,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,410 shares; 2026Q2: 4,994 shares 4,994 $332K 0.05% -1,416 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,289 shares; 2024Q4: 5,276 shares; 2025Q1: 5,311 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,193 shares; 2026Q2: 6,305 shares 6,305 $328K 0.05% +112 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 425 shares; 2024Q4: 2,050 shares; 2025Q1: 7,922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,523 shares; 2026Q2: 12,327 shares 12,327 $327K 0.05% -196 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,852 shares; 2024Q4: 1,667 shares; 2025Q1: 1,846 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares; 2026Q2: 1,465 shares 1,465 $324K 0.05% -228 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,144 shares; 2026Q2: 1,419 shares 1,419 $322K 0.05% +275 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 774 shares; 2024Q4: 1,047 shares; 2025Q1: 1,128 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,869 shares; 2026Q2: 1,815 shares 1,815 $321K 0.05% -54 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 2,270 shares; 2025Q1: 2,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares; 2026Q2: 1,886 shares 1,886 $319K 0.04% +10 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: 3,115 shares; 2024Q4: 3,048 shares; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,330 shares; 2026Q2: 2,450 shares 2,450 $318K 0.04% +120 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,837 shares; 2024Q4: 2,085 shares; 2025Q1: 1,703 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,801 shares; 2026Q2: 2,721 shares 2,721 $313K 0.04% -80 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: 795 shares; 2024Q4: 1,014 shares; 2025Q1: 800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 703 shares; 2026Q2: 654 shares 654 $312K 0.04% -49 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: 2,375 shares; 2024Q4: 2,276 shares; 2025Q1: 2,273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,015 shares 2,015 $310K 0.04% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,714 shares; 2024Q4: 3,156 shares; 2025Q1: 3,259 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,223 shares; 2026Q2: 3,400 shares 3,400 $309K 0.04% +177 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,393 shares; 2025Q1: 1,233 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,812 shares 8,812 $307K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 2,172 shares; 2025Q1: 1,506 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,406 shares; 2026Q2: 914 shares 914 $306K 0.04% -492 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: 182 shares; 2024Q4: 203 shares; 2025Q1: 192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 588 shares 588 $300K 0.04% new 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: 175 shares; 2024Q4: 179 shares; 2025Q1: 183 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 543 shares; 2026Q2: 609 shares 609 $299K 0.04% +66 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: 728 shares; 2024Q4: 783 shares; 2025Q1: 858 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 913 shares; 2026Q2: 1,189 shares 1,189 $295K 0.04% +276 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: 817 shares; 2024Q4: 782 shares; 2025Q1: 1,178 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,398 shares; 2026Q2: 1,868 shares 1,868 $293K 0.04% +470 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: 6,422 shares; 2024Q4: 7,788 shares; 2025Q1: 7,416 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,983 shares; 2026Q2: 6,210 shares 6,210 $289K 0.04% -773 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: 327 shares; 2024Q4: 314 shares; 2025Q1: 273 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 565 shares 565 $288K 0.04% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,470 shares; 2026Q2: 6,470 shares 6,470 $288K 0.04% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,624 shares; 2024Q4: 5,389 shares; 2025Q1: 5,175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,614 shares 10,614 $285K 0.04% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,380 shares; 2024Q4: 2,845 shares; 2025Q1: 4,395 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,661 shares; 2026Q2: 11,586 shares 11,586 $284K 0.04% +3,925 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,604 shares; 2024Q4: 1,720 shares; 2025Q1: 1,639 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,044 shares; 2026Q2: 1,134 shares 1,134 $279K 0.04% +90 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: 3,196 shares; 2024Q4: 2,504 shares; 2025Q1: 2,390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,039 shares; 2026Q2: 6,797 shares 6,797 $279K 0.04% +2,758 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,859 shares; 2024Q4: 4,668 shares; 2025Q1: 4,437 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,996 shares; 2026Q2: 3,996 shares 3,996 $278K 0.04% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 1,501 shares; 2025Q1: 1,523 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,723 shares; 2026Q2: 1,625 shares 1,625 $274K 0.04% -98 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 608 shares; 2025Q1: 703 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 702 shares; 2026Q2: 702 shares 702 $274K 0.04% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 6,001 shares; 2026Q2: 4,507 shares 4,507 $271K 0.04% -1,494 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,306 shares; 2024Q4: 1,488 shares; 2025Q1: 1,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,136 shares; 2026Q2: 2,302 shares 2,302 $269K 0.04% +166 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,665 shares; 2026Q2: 2,936 shares 2,936 $266K 0.04% +271 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 853 shares; 2024Q4: 2,670 shares; 2025Q1: 2,631 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,092 shares; 2026Q2: 2,316 shares 2,316 $264K 0.04% +224 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,001 shares; 2024Q4: 7,330 shares; 2025Q1: 7,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,948 shares; 2026Q2: 6,284 shares 6,284 $260K 0.04% +1,336 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,518 shares; 2024Q4: 5,496 shares; 2025Q1: 6,090 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,707 shares; 2026Q2: 7,079 shares 7,079 $259K 0.04% +372 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: 3,421 shares; 2024Q4: 3,361 shares; 2025Q1: 3,357 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,605 shares; 2026Q2: 2,606 shares 2,606 $258K 0.04% +1 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: 1,206 shares; 2024Q4: 744 shares; 2025Q1: 806 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 744 shares; 2026Q2: 762 shares 762 $258K 0.04% +18 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: 3,100 shares; 2024Q4: 3,556 shares; 2025Q1: 3,181 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,341 shares; 2026Q2: 3,288 shares 3,288 $257K 0.04% +947 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: 20,288 shares; 2024Q4: 19,214 shares; 2025Q1: 19,250 shares; 2025Q2: 15,697 shares; 2025Q3: 14,333 shares; 2025Q4: 13,698 shares; 2026Q1: 12,619 shares; 2026Q2: 12,623 shares 12,623 $257K 0.04% +4 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,722 shares; 2024Q4: 7,581 shares; 2025Q1: 7,480 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,999 shares; 2026Q2: 6,999 shares 6,999 $256K 0.04% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,319 shares; 2024Q4: 7,309 shares; 2025Q1: 7,527 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,684 shares; 2026Q2: 5,055 shares 5,055 $252K 0.04% +371 Timeline PCEF 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: 12,299 shares; 2024Q4: 12,299 shares; 2025Q1: 12,299 shares; 2025Q2: 12,299 shares; 2025Q3: 12,299 shares; 2025Q4: 12,299 shares; 2026Q1: 12,299 shares; 2026Q2: 12,299 shares 12,299 $250K 0.04% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,278 shares; 2024Q4: 8,681 shares; 2025Q1: 9,190 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,138 shares; 2026Q2: 9,002 shares 9,002 $249K 0.04% -136 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,361 shares; 2024Q4: 1,457 shares; 2025Q1: 1,235 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,160 shares 1,160 $247K 0.03% -50 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 2,629 shares; 2025Q1: 2,234 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,496 shares; 2026Q2: 2,510 shares 2,510 $246K 0.03% +14 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,082 shares; 2024Q4: 6,946 shares; 2025Q1: 6,959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,780 shares; 2026Q2: 7,771 shares 7,771 $244K 0.03% -9 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: 499 shares; 2024Q4: 650 shares; 2025Q1: 521 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472 shares; 2026Q2: 485 shares 485 $243K 0.03% +13 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: 5,255 shares; 2024Q4: 5,251 shares; 2025Q1: 5,976 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,419 shares; 2026Q2: 7,253 shares 7,253 $243K 0.03% -166 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,957 shares; 2024Q4: 1,784 shares; 2025Q1: 1,788 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,634 shares; 2026Q2: 1,313 shares 1,313 $243K 0.03% -321 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: 16 shares; 2024Q4: 20 shares; 2025Q1: 23 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,358 shares 1,358 $242K 0.03% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,895 shares; 2024Q4: 4,329 shares; 2025Q1: 4,427 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,983 shares; 2026Q2: 4,566 shares 4,566 $240K 0.03% -417 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: 2,884 shares; 2024Q4: 2,950 shares; 2025Q1: 2,987 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,010 shares; 2026Q2: 2,874 shares 2,874 $239K 0.03% -136 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: 321 shares; 2024Q4: 340 shares; 2025Q1: 355 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 378 shares; 2026Q2: 368 shares 368 $233K 0.03% -10 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 815 shares; 2024Q4: 1,308 shares; 2025Q1: 1,247 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,333 shares 1,333 $232K 0.03% new 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: 840 shares; 2024Q4: 815 shares; 2025Q1: 915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 900 shares 900 $227K 0.03% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,452 shares; 2024Q4: 5,083 shares; 2025Q1: 4,748 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,851 shares 12,851 $227K 0.03% new 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: 1,966 shares; 2024Q4: 1,688 shares; 2025Q1: 1,796 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,565 shares 1,565 $226K 0.03% new 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: 1,440 shares; 2024Q4: 1,525 shares; 2025Q1: 1,546 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares; 2026Q2: 1,421 shares 1,421 $225K 0.03% -219 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares; 2026Q2: 1,375 shares 1,375 $225K 0.03% -59 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: 4,672 shares; 2024Q4: 4,789 shares; 2025Q1: 4,818 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,898 shares; 2026Q2: 3,695 shares 3,695 $223K 0.03% -203 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,091 shares; 2024Q4: 1,042 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,681 shares 1,681 $223K 0.03% new 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: 168 shares; 2024Q4: 339 shares; 2025Q1: 161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,628 shares 1,628 $221K 0.03% new 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: 7,100 shares; 2024Q4: 7,051 shares; 2025Q1: 7,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,469 shares; 2026Q2: 4,165 shares 4,165 $218K 0.03% -304 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $218K 0.03% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 908 shares 908 $215K 0.03% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,220 shares 2,220 $214K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 315 shares; 2025Q1: 392 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 488 shares 488 $211K 0.03% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,879 shares; 2024Q4: 4,188 shares; 2025Q1: 5,085 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,625 shares 6,625 $208K 0.03% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 792 shares; 2024Q4: 812 shares; 2025Q1: 859 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $207K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 2,562 shares; 2025Q1: 2,561 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,042 shares; 2026Q2: 3,565 shares 3,565 $206K 0.03% -477 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: 116 shares; 2024Q4: 239 shares; 2025Q1: 349 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 906 shares 906 $203K 0.03% new 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: 784 shares; 2024Q4: 1,624 shares; 2025Q1: 2,058 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,756 shares 1,756 $202K 0.03% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67 shares; 2024Q4: 179 shares; 2025Q1: 166 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 485 shares 485 $201K 0.03% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 343 shares; 2024Q4: 447 shares; 2025Q1: 560 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,626 shares 2,626 $201K 0.03% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 102 shares; 2025Q1: 101 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,261 shares 1,261 $200K 0.03% new Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,415 shares; 2024Q4: 1,447 shares; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,849 shares; 2026Q2: 10,752 shares 10,752 $187K 0.03% -97 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,319 shares; 2024Q4: 22,154 shares; 2025Q1: 22,637 shares; 2025Q2: 22,174 shares; 2025Q3: 21,171 shares; 2025Q4: 20,400 shares; 2026Q1: 19,628 shares; 2026Q2: 19,639 shares 19,639 $186K 0.03% +11 Timeline BIZD 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: 13,616 shares; 2024Q4: 13,616 shares; 2025Q1: 13,616 shares; 2025Q2: 13,616 shares; 2025Q3: 13,616 shares; 2025Q4: 13,393 shares; 2026Q1: 13,393 shares; 2026Q2: 13,396 shares 13,396 $170K 0.02% +3 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $162K 0.02% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,664 shares; 2024Q4: 7,721 shares; 2025Q1: 8,572 shares; 2025Q2: 10,975 shares; 2025Q3: not reported; 2025Q4: 11,007 shares; 2026Q1: not reported; 2026Q2: 12,613 shares 12,613 $141K 0.02% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,537 shares; 2024Q4: 7,227 shares; 2025Q1: 6,266 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,481 shares 10,481 $139K 0.02% new Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 20,000 shares 20,000 $105K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: not reported; 2026Q2: 10,217 shares 10,217 $59.6K 0.01% new Timeline ACCO ACCO BRANDS CORP More: the full row for ACCO BRANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,303 shares; 2024Q4: 3,303 shares; 2025Q1: 3,303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,010 shares 10,010 $41.6K 0.01% new Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,700 shares; 2024Q4: 12,700 shares; 2025Q1: 12,700 shares; 2025Q2: 12,700 shares; 2025Q3: not reported; 2025Q4: 12,700 shares; 2026Q1: 12,700 shares; 2026Q2: 12,720 shares 12,720 $12.2K <0.01% +20 Timeline