IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 78,937 shares; 2025Q1: 76,308 shares; 2025Q2: 76,178 shares; 2025Q3: 79,522 shares; 2025Q4: 75,940 shares; 2026Q1: 66,496 shares; 2026Q2: 69,390 shares 69,390 $20.2M 11.11% +2,894 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 215,374 shares; 2025Q1: 225,117 shares; 2025Q2: 279,256 shares; 2025Q3: 285,347 shares; 2025Q4: 287,652 shares; 2026Q1: 253,599 shares; 2026Q2: 248,318 shares 248,318 $12.5M 6.9% -5,281 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,462 shares; 2026Q1: 380,634 shares; 2026Q2: 380,346 shares 380,346 $9.38M 5.17% -288 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,038 shares; 2026Q2: 148,674 shares 148,674 $8.96M 4.94% +24,636 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: not loaded; 2024Q4: 25,861 shares; 2025Q1: 25,883 shares; 2025Q2: 24,925 shares; 2025Q3: 25,424 shares; 2025Q4: 26,439 shares; 2026Q1: 26,301 shares; 2026Q2: 28,281 shares 28,281 $8.18M 4.51% +1,980 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: not loaded; 2024Q4: 6,033 shares; 2025Q1: 6,347 shares; 2025Q2: 10,866 shares; 2025Q3: 11,321 shares; 2025Q4: 10,851 shares; 2026Q1: 22,397 shares; 2026Q2: 91,483 shares 91,483 $7.37M 4.06% +69,086 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,372 shares; 2026Q2: 39,799 shares 39,799 $6.51M 3.58% +11,427 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: not loaded; 2024Q4: 23,595 shares; 2025Q1: 23,709 shares; 2025Q2: 23,778 shares; 2025Q3: 24,326 shares; 2025Q4: 25,871 shares; 2026Q1: 26,383 shares; 2026Q2: 29,584 shares 29,584 $5.92M 3.26% +3,201 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,955 shares; 2025Q3: 55,176 shares; 2025Q4: 67,894 shares; 2026Q1: 128,463 shares; 2026Q2: 115,430 shares 115,430 $5.62M 3.09% -13,033 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 300,353 shares; 2025Q1: 334,775 shares; 2025Q2: 285,803 shares; 2025Q3: 270,337 shares; 2025Q4: 254,049 shares; 2026Q1: 92,914 shares; 2026Q2: 84,790 shares 84,790 $4.14M 2.28% -8,124 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,758 shares; 2026Q2: 85,151 shares 85,151 $4.12M 2.27% -607 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 141,101 shares; 2025Q1: 141,101 shares; 2025Q2: 141,101 shares; 2025Q3: 132,303 shares; 2025Q4: 132,307 shares; 2026Q1: 132,301 shares; 2026Q2: 132,301 shares 132,301 $3.78M 2.08% 0 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: not loaded; 2024Q4: 6,426 shares; 2025Q1: 7,880 shares; 2025Q2: 8,202 shares; 2025Q3: 8,740 shares; 2025Q4: 9,163 shares; 2026Q1: 8,989 shares; 2026Q2: 9,948 shares 9,948 $3.71M 2.04% +959 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,562 shares; 2025Q3: 42,134 shares; 2025Q4: 31,470 shares; 2026Q1: 145,886 shares; 2026Q2: 147,356 shares 147,356 $3.56M 1.96% +1,470 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,122 shares; 2025Q3: 16,108 shares; 2025Q4: 12,141 shares; 2026Q1: 63,435 shares; 2026Q2: 66,075 shares 66,075 $3.29M 1.81% +2,640 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 4,822 shares; 2025Q4: 6,561 shares; 2026Q1: 26,866 shares; 2026Q2: 39,103 shares 39,103 $2.99M 1.65% +12,237 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 124,064 shares; 2025Q1: 150,050 shares; 2025Q2: 177,931 shares; 2025Q3: 174,424 shares; 2025Q4: 156,989 shares; 2026Q1: 115,790 shares; 2026Q2: 116,057 shares 116,057 $2.9M 1.6% +267 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: not loaded; 2024Q4: 8,939 shares; 2025Q1: 8,974 shares; 2025Q2: 8,321 shares; 2025Q3: 7,279 shares; 2025Q4: 8,010 shares; 2026Q1: 7,823 shares; 2026Q2: 9,400 shares 9,400 $2.24M 1.23% +1,577 Timeline JABS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,202 shares; 2026Q2: 44,198 shares 44,198 $2.21M 1.22% -4 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: not loaded; 2024Q4: 2,772 shares; 2025Q1: 3,313 shares; 2025Q2: 4,191 shares; 2025Q3: 4,322 shares; 2025Q4: 4,561 shares; 2026Q1: 4,971 shares; 2026Q2: 5,439 shares 5,439 $2.05M 1.13% +468 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,837 shares; 2025Q1: 12,834 shares; 2025Q2: 12,846 shares; 2025Q3: 12,869 shares; 2025Q4: 12,865 shares; 2026Q1: 12,877 shares; 2026Q2: 12,942 shares 12,942 $2.05M 1.13% +65 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 54,029 shares; 2025Q1: 57,588 shares; 2025Q2: 27,906 shares; 2025Q3: 15,037 shares; 2025Q4: 14,191 shares; 2026Q1: 12,348 shares; 2026Q2: 12,348 shares 12,348 $1.69M 0.93% 0 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: not loaded; 2024Q4: 2,140 shares; 2025Q1: 2,148 shares; 2025Q2: 2,406 shares; 2025Q3: 3,107 shares; 2025Q4: 3,572 shares; 2026Q1: 3,617 shares; 2026Q2: 4,695 shares 4,695 $1.68M 0.92% +1,078 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 740,486 shares; 2025Q1: 770,213 shares; 2025Q2: 628,213 shares; 2025Q3: 547,941 shares; 2025Q4: 530,591 shares; 2026Q1: 146,728 shares; 2026Q2: 51,689 shares 51,689 $1.64M 0.9% -95,039 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 58,808 shares; 2025Q1: 75,382 shares; 2025Q2: 112,195 shares; 2025Q3: 128,075 shares; 2025Q4: 109,391 shares; 2026Q1: 31,358 shares; 2026Q2: 30,860 shares 30,860 $1.58M 0.87% -498 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,385 shares; 2026Q2: 29,312 shares 29,312 $1.56M 0.86% -1,073 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,021 shares; 2026Q1: 1,065 shares; 2026Q2: 1,321 shares 1,321 $1.52M 0.84% +256 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: not loaded; 2024Q4: 18,320 shares; 2025Q1: 18,158 shares; 2025Q2: 18,346 shares; 2025Q3: 19,486 shares; 2025Q4: 19,703 shares; 2026Q1: 12,192 shares; 2026Q2: 11,849 shares 11,849 $1.39M 0.77% -343 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,059 shares; 2025Q1: 70,159 shares; 2025Q2: 70,259 shares; 2025Q3: 70,000 shares; 2025Q4: 70,000 shares; 2026Q1: 70,000 shares; 2026Q2: 56,000 shares 56,000 $1.34M 0.74% -14,000 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: not loaded; 2024Q4: 2,646 shares; 2025Q1: 2,758 shares; 2025Q2: 2,953 shares; 2025Q3: 3,471 shares; 2025Q4: 3,651 shares; 2026Q1: 3,700 shares; 2026Q2: 3,989 shares 3,989 $1.31M 0.72% +289 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,962 shares; 2025Q3: 20,839 shares; 2025Q4: 30,913 shares; 2026Q1: 34,175 shares; 2026Q2: 40,093 shares 40,093 $1.27M 0.7% +5,918 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: not loaded; 2024Q4: 1,328 shares; 2025Q1: 1,606 shares; 2025Q2: 1,918 shares; 2025Q3: 1,992 shares; 2025Q4: 2,263 shares; 2026Q1: 2,515 shares; 2026Q2: 3,264 shares 3,264 $1.15M 0.64% +749 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 35,310 shares; 2025Q1: 34,325 shares; 2025Q2: 34,144 shares; 2025Q3: 34,046 shares; 2025Q4: 33,204 shares; 2026Q1: 32,360 shares; 2026Q2: 32,377 shares 32,377 $1.13M 0.62% +17 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: not loaded; 2024Q4: 707 shares; 2025Q1: 903 shares; 2025Q2: 995 shares; 2025Q3: 1,005 shares; 2025Q4: 1,089 shares; 2026Q1: 2,756 shares; 2026Q2: 3,104 shares 3,104 $1.06M 0.59% +348 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,200 shares; 2025Q2: 70,457 shares; 2025Q3: 81,725 shares; 2025Q4: 70,767 shares; 2026Q1: 25,723 shares; 2026Q2: 21,761 shares 21,761 $1.03M 0.57% -3,962 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: not loaded; 2024Q4: 492 shares; 2025Q1: 579 shares; 2025Q2: 694 shares; 2025Q3: 758 shares; 2025Q4: 887 shares; 2026Q1: 1,755 shares; 2026Q2: 2,024 shares 2,024 $1.01M 0.56% +269 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,589 shares; 2026Q1: 22,280 shares; 2026Q2: 25,372 shares 25,372 $968K 0.53% +3,092 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,815 shares; 2025Q1: 22,953 shares; 2025Q2: 24,293 shares; 2025Q3: 25,751 shares; 2025Q4: 27,352 shares; 2026Q1: 29,459 shares; 2026Q2: 28,414 shares 28,414 $962K 0.53% -1,045 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,083 shares; 2026Q2: 20,083 shares 20,083 $959K 0.53% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,857 shares 37,857 $953K 0.52% new Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,653 shares; 2026Q2: 36,329 shares 36,329 $951K 0.52% +2,676 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 402 shares; 2025Q1: 455 shares; 2025Q2: 510 shares; 2025Q3: 490 shares; 2025Q4: 498 shares; 2026Q1: 852 shares; 2026Q2: 910 shares 910 $851K 0.47% +58 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: not loaded; 2024Q4: 6,093 shares; 2025Q1: 6,040 shares; 2025Q2: 5,997 shares; 2025Q3: 5,347 shares; 2025Q4: 3,909 shares; 2026Q1: 3,848 shares; 2026Q2: 3,852 shares 3,852 $839K 0.46% +4 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: not loaded; 2024Q4: 810 shares; 2025Q1: 1,015 shares; 2025Q2: 1,104 shares; 2025Q3: 1,170 shares; 2025Q4: 1,377 shares; 2026Q1: 1,197 shares; 2026Q2: 1,388 shares 1,388 $782K 0.43% +191 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964 shares; 2026Q1: not reported; 2026Q2: 1,315 shares 1,315 $764K 0.42% new 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: not loaded; 2024Q4: 1,016 shares; 2025Q1: 978 shares; 2025Q2: 1,119 shares; 2025Q3: 1,096 shares; 2025Q4: 1,324 shares; 2026Q1: 1,387 shares; 2026Q2: 1,790 shares 1,790 $753K 0.41% +403 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,112 shares 5,112 $714K 0.39% new Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,234 shares; 2026Q2: 1,237 shares 1,237 $695K 0.38% +3 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: not loaded; 2024Q4: 5,399 shares; 2025Q1: 5,998 shares; 2025Q2: 6,295 shares; 2025Q3: 7,070 shares; 2025Q4: 7,468 shares; 2026Q1: 7,841 shares; 2026Q2: 8,524 shares 8,524 $693K 0.38% +683 Timeline JIII JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,321 shares; 2026Q1: 10,655 shares; 2026Q2: 13,627 shares 13,627 $679K 0.37% +2,972 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,362 shares; 2025Q1: 1,451 shares; 2025Q2: 1,488 shares; 2025Q3: 1,537 shares; 2025Q4: 1,593 shares; 2026Q1: 1,632 shares; 2026Q2: 1,802 shares 1,802 $673K 0.37% +170 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: not loaded; 2024Q4: not reported; 2025Q1: 1,343 shares; 2025Q2: 1,378 shares; 2025Q3: 1,906 shares; 2025Q4: 2,031 shares; 2026Q1: 2,231 shares; 2026Q2: 2,600 shares 2,600 $654K 0.36% +369 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: not loaded; 2024Q4: 276 shares; 2025Q1: 345 shares; 2025Q2: 334 shares; 2025Q3: 406 shares; 2025Q4: 394 shares; 2026Q1: 409 shares; 2026Q2: 534 shares 534 $640K 0.35% +125 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,554 shares; 2025Q1: 5,685 shares; 2025Q2: 5,829 shares; 2025Q3: 5,948 shares; 2025Q4: 6,231 shares; 2026Q1: 6,722 shares; 2026Q2: 6,846 shares 6,846 $566K 0.31% +124 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: not loaded; 2024Q4: 1,312 shares; 2025Q1: 1,349 shares; 2025Q2: 1,431 shares; 2025Q3: 1,594 shares; 2025Q4: 1,409 shares; 2026Q1: 1,555 shares; 2026Q2: 1,583 shares 1,583 $558K 0.31% +28 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,722 shares; 2025Q1: 7,463 shares; 2025Q2: 7,299 shares; 2025Q3: 7,267 shares; 2025Q4: 7,168 shares; 2026Q1: 6,740 shares; 2026Q2: 7,788 shares 7,788 $555K 0.31% +1,048 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,472 shares; 2025Q1: 3,003 shares; 2025Q2: 2,917 shares; 2025Q3: 3,320 shares; 2025Q4: 3,249 shares; 2026Q1: 3,574 shares; 2026Q2: 4,008 shares 4,008 $548K 0.3% +434 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,403 shares; 2025Q1: 9,403 shares; 2025Q2: 9,297 shares; 2025Q3: 9,297 shares; 2025Q4: 9,119 shares; 2026Q1: 7,917 shares; 2026Q2: 7,890 shares 7,890 $533K 0.29% -27 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: not loaded; 2024Q4: not reported; 2025Q1: 1,987 shares; 2025Q2: 2,171 shares; 2025Q3: 2,576 shares; 2025Q4: 2,645 shares; 2026Q1: 2,908 shares; 2026Q2: 2,806 shares 2,806 $532K 0.29% -102 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,732 shares; 2025Q1: 4,703 shares; 2025Q2: 4,307 shares; 2025Q3: 4,291 shares; 2025Q4: 4,251 shares; 2026Q1: 3,851 shares; 2026Q2: 3,851 shares 3,851 $530K 0.29% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 407 shares; 2026Q1: 440 shares; 2026Q2: 450 shares 450 $528K 0.29% +10 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 71,332 shares; 2025Q1: 68,683 shares; 2025Q2: 21,990 shares; 2025Q3: 15,051 shares; 2025Q4: 12,829 shares; 2026Q1: 6,649 shares; 2026Q2: 6,367 shares 6,367 $516K 0.28% -282 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: not loaded; 2024Q4: 4,160 shares; 2025Q1: 4,579 shares; 2025Q2: 4,547 shares; 2025Q3: 4,525 shares; 2025Q4: 4,757 shares; 2026Q1: 4,853 shares; 2026Q2: 5,049 shares 5,049 $516K 0.28% +196 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: not loaded; 2024Q4: 1,123 shares; 2025Q1: 1,110 shares; 2025Q2: 1,103 shares; 2025Q3: 1,245 shares; 2025Q4: 1,258 shares; 2026Q1: 1,300 shares; 2026Q2: 1,369 shares 1,369 $496K 0.27% +69 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: not loaded; 2024Q4: not reported; 2025Q1: 1,326 shares; 2025Q2: 1,410 shares; 2025Q3: 1,955 shares; 2025Q4: 2,028 shares; 2026Q1: 2,182 shares; 2026Q2: 2,534 shares 2,534 $458K 0.25% +352 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 859 shares; 2026Q1: 1,302 shares; 2026Q2: 1,220 shares 1,220 $453K 0.25% -82 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 613 shares 613 $443K 0.24% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,784 shares; 2026Q1: 1,847 shares; 2026Q2: 2,105 shares 2,105 $440K 0.24% +258 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: not loaded; 2024Q4: 1,864 shares; 2025Q1: 2,016 shares; 2025Q2: 1,882 shares; 2025Q3: 1,987 shares; 2025Q4: 1,956 shares; 2026Q1: 2,175 shares; 2026Q2: 2,646 shares 2,646 $439K 0.24% +471 Timeline COHU COHU INC More: the full row for COHU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,878 shares 5,878 $434K 0.24% new Timeline SILC SILICOM LTD More: the full row for SILICOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,016 shares 9,016 $432K 0.24% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 1,013 shares 1,013 $432K 0.24% +139 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares; 2026Q2: 396 shares 396 $422K 0.23% +69 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: not loaded; 2024Q4: 1,313 shares; 2025Q1: 1,325 shares; 2025Q2: 1,252 shares; 2025Q3: 592 shares; 2025Q4: 575 shares; 2026Q1: 574 shares; 2026Q2: 572 shares 572 $421K 0.23% -2 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 964 shares 964 $416K 0.23% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158 shares; 2026Q2: 209 shares 209 $416K 0.23% +51 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: not loaded; 2024Q4: not reported; 2025Q1: 1,267 shares; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,288 shares; 2026Q1: 1,383 shares; 2026Q2: 1,595 shares 1,595 $405K 0.22% +212 Timeline VEMY VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,203 shares; 2025Q3: 46,742 shares; 2025Q4: 39,585 shares; 2026Q1: 13,341 shares; 2026Q2: 13,929 shares 13,929 $402K 0.22% +588 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 924 shares 924 $400K 0.22% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 777 shares; 2026Q2: 818 shares 818 $391K 0.22% +41 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,349 shares; 2026Q2: 8,349 shares 8,349 $387K 0.21% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,335 shares; 2025Q4: 5,335 shares; 2026Q1: 5,182 shares; 2026Q2: 4,992 shares 4,992 $385K 0.21% -190 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 1,095 shares; 2026Q2: 1,121 shares 1,121 $340K 0.19% +26 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: not loaded; 2024Q4: 1,826 shares; 2025Q1: 2,013 shares; 2025Q2: 1,941 shares; 2025Q3: 2,023 shares; 2025Q4: 1,580 shares; 2026Q1: 1,866 shares; 2026Q2: 2,246 shares 2,246 $329K 0.18% +380 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 481 shares; 2025Q1: 489 shares; 2025Q2: 518 shares; 2025Q3: 529 shares; 2025Q4: 582 shares; 2026Q1: 567 shares; 2026Q2: 632 shares 632 $325K 0.18% +65 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,078 shares 1,078 $321K 0.18% new Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,179 shares 9,179 $320K 0.18% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,338 shares; 2026Q2: 1,341 shares 1,341 $320K 0.18% +3 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,888 shares; 2026Q1: 4,128 shares; 2026Q2: 4,558 shares 4,558 $319K 0.18% +430 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,008 shares; 2026Q2: 9,927 shares 9,927 $314K 0.17% +919 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387 shares; 2025Q4: 387 shares; 2026Q1: 395 shares; 2026Q2: 409 shares 409 $306K 0.17% +14 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: not loaded; 2024Q4: 551 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 685 shares; 2025Q4: 528 shares; 2026Q1: 510 shares; 2026Q2: 435 shares 435 $299K 0.16% -75 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,264 shares; 2025Q4: 3,264 shares; 2026Q1: 3,286 shares; 2026Q2: 3,091 shares 3,091 $299K 0.16% -195 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,613 shares 5,613 $296K 0.16% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459 shares 459 $293K 0.16% new 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: not loaded; 2024Q4: 423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 714 shares; 2025Q4: 699 shares; 2026Q1: not reported; 2026Q2: 699 shares 699 $291K 0.16% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 193 shares; 2025Q3: 248 shares; 2025Q4: 253 shares; 2026Q1: 262 shares; 2026Q2: 302 shares 302 $290K 0.16% +40 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,211 shares; 2025Q3: 2,365 shares; 2025Q4: 2,776 shares; 2026Q1: 2,371 shares; 2026Q2: 2,522 shares 2,522 $286K 0.16% +151 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 942 shares 942 $284K 0.16% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,734 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,646 shares; 2025Q4: 7,646 shares; 2026Q1: 7,646 shares; 2026Q2: 7,646 shares 7,646 $276K 0.15% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,683 shares; 2026Q2: 1,690 shares 1,690 $275K 0.15% +7 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,545 shares; 2025Q4: 2,545 shares; 2026Q1: 2,545 shares; 2026Q2: 2,545 shares 2,545 $271K 0.15% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,007 shares 1,007 $269K 0.15% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,240 shares; 2025Q1: not reported; 2025Q2: 2,240 shares; 2025Q3: 2,240 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares; 2026Q2: 2,240 shares 2,240 $263K 0.14% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares 270 $261K 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755 shares 755 $257K 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,156 shares; 2026Q1: 2,181 shares; 2026Q2: 2,358 shares 2,358 $253K 0.14% +177 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 636 shares; 2026Q2: 684 shares 684 $253K 0.14% +48 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: not loaded; 2024Q4: 1,117 shares; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 994 shares; 2026Q2: 1,068 shares 1,068 $253K 0.14% +74 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,694 shares; 2026Q2: 17,628 shares 17,628 $244K 0.13% +3,934 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,357 shares 1,357 $242K 0.13% new Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,231 shares 46,231 $241K 0.13% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 238 shares 238 $241K 0.13% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 105 shares 105 $239K 0.13% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,919 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,085 shares; 2026Q2: 2,279 shares 2,279 $237K 0.13% +194 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: not reported; 2025Q3: 4,561 shares; 2025Q4: 4,174 shares; 2026Q1: not reported; 2026Q2: 4,137 shares 4,137 $236K 0.13% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,445 shares 2,445 $232K 0.13% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 814 shares; 2026Q2: 867 shares 867 $226K 0.12% +53 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,183 shares; 2026Q1: not reported; 2026Q2: 1,726 shares 1,726 $222K 0.12% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares; 2026Q2: 1,160 shares 1,160 $221K 0.12% -51 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,247 shares; 2026Q2: 1,917 shares 1,917 $220K 0.12% -330 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,477 shares 1,477 $218K 0.12% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $209K 0.12% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,741 shares 9,741 $208K 0.11% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 910 shares; 2025Q3: 940 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 727 shares 727 $204K 0.11% new 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: not loaded; 2024Q4: not reported; 2025Q1: 719 shares; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 882 shares; 2026Q1: not reported; 2026Q2: 934 shares 934 $204K 0.11% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,232 shares 4,232 $203K 0.11% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $202K 0.11% new Timeline SATL SATELLOGIC INC More: the full row for SATELLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 31,702 shares 31,702 $181K 0.1% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,103 shares 11,103 $153K 0.08% new Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,165 shares 15,165 $47.6K 0.03% new Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,300 shares; 2025Q1: 17,300 shares; 2025Q2: 17,300 shares; 2025Q3: 17,300 shares; 2025Q4: 17,300 shares; 2026Q1: 17,300 shares; 2026Q2: 17,300 shares 17,300 $18.7K 0.01% 0 Timeline IMCC IM CANNABIS CORP More: the full row for IM CANNABIS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,290 shares; 2025Q4: 14,290 shares; 2026Q1: 14,290 shares; 2026Q2: 14,290 shares 14,290 $2.41K <0.01% 0 Timeline