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: 67,823 shares; 2024Q4: 67,714 shares; 2025Q1: 68,813 shares; 2025Q2: 68,123 shares; 2025Q3: 68,098 shares; 2025Q4: 67,876 shares; 2026Q1: 67,692 shares; 2026Q2: 19,363 shares 19,363 $23.2M 14.19% -48,329 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,049 shares; 2024Q4: 22,964 shares; 2025Q1: 22,955 shares; 2025Q2: 22,943 shares; 2025Q3: 22,438 shares; 2025Q4: 22,577 shares; 2026Q1: 22,098 shares; 2026Q2: 80,797 shares 80,797 $10M 6.13% +58,699 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: 259,133 shares; 2024Q4: 538,224 shares; 2025Q1: 533,833 shares; 2025Q2: 532,904 shares; 2025Q3: 532,626 shares; 2025Q4: 553,411 shares; 2026Q1: 558,092 shares; 2026Q2: 342,413 shares 342,413 $9.48M 5.8% -215,679 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,940 shares; 2024Q4: 133,799 shares; 2025Q1: 134,086 shares; 2025Q2: 132,191 shares; 2025Q3: 134,023 shares; 2025Q4: 138,081 shares; 2026Q1: 140,644 shares; 2026Q2: 78,335 shares 78,335 $7.58M 4.63% -62,309 Timeline FVD 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: 207,299 shares; 2024Q4: 218,998 shares; 2025Q1: 230,765 shares; 2025Q2: 245,277 shares; 2025Q3: 250,676 shares; 2025Q4: 236,240 shares; 2026Q1: 233,337 shares; 2026Q2: 144,711 shares 144,711 $6.97M 4.26% -88,626 Timeline FTCS 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: 102,165 shares; 2024Q4: 105,759 shares; 2025Q1: 109,312 shares; 2025Q2: 115,347 shares; 2025Q3: 117,758 shares; 2025Q4: 114,921 shares; 2026Q1: 115,800 shares; 2026Q2: 65,013 shares 65,013 $6.11M 3.73% -50,787 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,865 shares; 2024Q4: 20,819 shares; 2025Q1: 20,723 shares; 2025Q2: 20,537 shares; 2025Q3: 20,104 shares; 2025Q4: 19,922 shares; 2026Q1: 19,334 shares; 2026Q2: 18,284 shares 18,284 $4.43M 2.71% -1,050 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,372 shares; 2025Q1: 8,389 shares; 2025Q2: 25,613 shares; 2025Q3: 25,982 shares; 2025Q4: 27,706 shares; 2026Q1: 28,968 shares; 2026Q2: 16,325 shares 16,325 $4.32M 2.64% -12,643 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,656 shares; 2024Q4: 15,632 shares; 2025Q1: 15,596 shares; 2025Q2: 15,225 shares; 2025Q3: 15,119 shares; 2025Q4: 14,764 shares; 2026Q1: 14,466 shares; 2026Q2: 14,373 shares 14,373 $4.32M 2.64% -93 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: 15,439 shares; 2024Q4: 15,573 shares; 2025Q1: 15,517 shares; 2025Q2: 15,344 shares; 2025Q3: 15,469 shares; 2025Q4: 15,070 shares; 2026Q1: 14,957 shares; 2026Q2: 12,899 shares 12,899 $4.22M 2.58% -2,058 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,754 shares; 2024Q4: 141,061 shares; 2025Q1: 219,590 shares; 2025Q2: 351,966 shares; 2025Q3: 364,868 shares; 2025Q4: 472,655 shares; 2026Q1: 504,537 shares; 2026Q2: 168,531 shares 168,531 $4.19M 2.56% -336,006 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,288 shares; 2025Q1: 5,057 shares; 2025Q2: 17,517 shares; 2025Q3: 17,981 shares; 2025Q4: 18,872 shares; 2026Q1: 19,395 shares; 2026Q2: 10,350 shares 10,350 $3.46M 2.12% -9,045 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: 12,224 shares; 2024Q4: 14,520 shares; 2025Q1: 14,613 shares; 2025Q2: 15,076 shares; 2025Q3: 15,890 shares; 2025Q4: 17,516 shares; 2026Q1: 17,641 shares; 2026Q2: 11,117 shares 11,117 $3.22M 1.97% -6,524 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,991 shares; 2024Q4: 57,902 shares; 2025Q1: 62,457 shares; 2025Q2: 65,508 shares; 2025Q3: 66,980 shares; 2025Q4: 67,471 shares; 2026Q1: 69,247 shares; 2026Q2: 41,735 shares 41,735 $3.19M 1.95% -27,512 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,460 shares; 2025Q1: 5,791 shares; 2025Q2: 17,922 shares; 2025Q3: 18,399 shares; 2025Q4: 18,707 shares; 2026Q1: 19,219 shares; 2026Q2: 11,074 shares 11,074 $2.75M 1.68% -8,145 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: 35,808 shares; 2024Q4: 35,895 shares; 2025Q1: 36,527 shares; 2025Q2: 36,264 shares; 2025Q3: 37,301 shares; 2025Q4: 37,460 shares; 2026Q1: 37,431 shares; 2026Q2: 13,719 shares 13,719 $2.75M 1.68% -23,712 Timeline LALT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,123 shares; 2024Q4: 111,869 shares; 2025Q1: 175,286 shares; 2025Q2: 258,325 shares; 2025Q3: 262,172 shares; 2025Q4: 327,566 shares; 2026Q1: 354,226 shares; 2026Q2: 107,034 shares 107,034 $2.57M 1.57% -247,192 Timeline LGOV 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: 252,236 shares; 2024Q4: 235,344 shares; 2025Q1: 214,987 shares; 2025Q2: 151,759 shares; 2025Q3: 145,272 shares; 2025Q4: 152,141 shares; 2026Q1: 155,435 shares; 2026Q2: 113,218 shares 113,218 $2.42M 1.48% -42,217 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,165 shares; 2026Q1: 60,458 shares; 2026Q2: 29,758 shares 29,758 $2.41M 1.47% -30,700 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,987 shares; 2024Q4: 32,987 shares; 2025Q1: 32,987 shares; 2025Q2: 32,987 shares; 2025Q3: 32,987 shares; 2025Q4: 30,322 shares; 2026Q1: 30,322 shares; 2026Q2: 30,322 shares 30,322 $2.29M 1.4% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,328 shares; 2025Q3: 23,328 shares; 2025Q4: 25,989 shares; 2026Q1: 25,989 shares; 2026Q2: 25,989 shares 25,989 $2.28M 1.4% 0 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: 7,295 shares; 2024Q4: 5,984 shares; 2025Q1: 5,702 shares; 2025Q2: 5,516 shares; 2025Q3: 6,171 shares; 2025Q4: 6,251 shares; 2026Q1: 6,413 shares; 2026Q2: 5,441 shares 5,441 $2.06M 1.26% -972 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: 14,860 shares; 2024Q4: 14,423 shares; 2025Q1: 13,530 shares; 2025Q2: 14,037 shares; 2025Q3: 14,099 shares; 2025Q4: 14,231 shares; 2026Q1: 13,335 shares; 2026Q2: 8,347 shares 8,347 $1.99M 1.22% -4,988 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 245,216 shares; 2024Q4: 220,786 shares; 2025Q1: 186,503 shares; 2025Q2: 79,113 shares; 2025Q3: 76,486 shares; 2025Q4: 81,539 shares; 2026Q1: 84,113 shares; 2026Q2: 54,589 shares 54,589 $1.98M 1.21% -29,524 Timeline FXH 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: 48,830 shares; 2024Q4: 47,325 shares; 2025Q1: 43,571 shares; 2025Q2: 33,277 shares; 2025Q3: 33,056 shares; 2025Q4: 25,192 shares; 2026Q1: 22,609 shares; 2026Q2: 15,279 shares 15,279 $1.87M 1.14% -7,330 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 691 shares; 2025Q3: 1,174 shares; 2025Q4: 2,003 shares; 2026Q1: 3,433 shares; 2026Q2: 2,406 shares 2,406 $1.8M 1.1% -1,027 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: 37,425 shares; 2024Q4: 36,418 shares; 2025Q1: 35,151 shares; 2025Q2: 35,313 shares; 2025Q3: 34,401 shares; 2025Q4: 33,007 shares; 2026Q1: 31,907 shares; 2026Q2: 28,185 shares 28,185 $1.68M 1.03% -3,722 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: 5,368 shares; 2024Q4: 5,287 shares; 2025Q1: 5,370 shares; 2025Q2: 5,123 shares; 2025Q3: 5,752 shares; 2025Q4: 6,427 shares; 2026Q1: 6,224 shares; 2026Q2: 4,272 shares 4,272 $1.59M 0.97% -1,952 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: 3,325 shares; 2024Q4: 3,299 shares; 2025Q1: 3,054 shares; 2025Q2: 3,053 shares; 2025Q3: 3,054 shares; 2025Q4: 2,669 shares; 2026Q1: 2,760 shares; 2026Q2: 2,649 shares 2,649 $1.27M 0.77% -111 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: 1,799 shares; 2024Q4: 1,798 shares; 2025Q1: 1,634 shares; 2025Q2: 1,564 shares; 2025Q3: 1,572 shares; 2025Q4: 1,576 shares; 2026Q1: 1,511 shares; 2026Q2: 1,202 shares 1,202 $1.22M 0.74% -309 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: 3,568 shares; 2024Q4: 3,641 shares; 2025Q1: 3,799 shares; 2025Q2: 4,025 shares; 2025Q3: 4,224 shares; 2025Q4: 4,887 shares; 2026Q1: 4,995 shares; 2026Q2: 3,086 shares 3,086 $1.1M 0.67% -1,909 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,698 shares; 2025Q1: 6,516 shares; 2025Q2: 15,159 shares; 2025Q3: 15,018 shares; 2025Q4: 14,960 shares; 2026Q1: 15,475 shares; 2026Q2: 9,235 shares 9,235 $1.06M 0.65% -6,240 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: 5,557 shares; 2024Q4: 5,565 shares; 2025Q1: 6,814 shares; 2025Q2: 6,956 shares; 2025Q3: 6,945 shares; 2025Q4: 7,052 shares; 2026Q1: 6,674 shares; 2026Q2: 5,579 shares 5,579 $1.06M 0.65% -1,095 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: 11,693 shares; 2024Q4: 11,917 shares; 2025Q1: 11,917 shares; 2025Q2: 11,901 shares; 2025Q3: 9,977 shares; 2025Q4: 9,898 shares; 2026Q1: 9,863 shares; 2026Q2: 9,840 shares 9,840 $1.02M 0.62% -23 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: 29,291 shares; 2024Q4: 28,783 shares; 2025Q1: 26,112 shares; 2025Q2: 25,052 shares; 2025Q3: 24,459 shares; 2025Q4: 25,366 shares; 2026Q1: 26,013 shares; 2026Q2: 18,277 shares 18,277 $972K 0.59% -7,736 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: 1,178 shares; 2024Q4: 1,192 shares; 2025Q1: 1,206 shares; 2025Q2: 1,208 shares; 2025Q3: 1,192 shares; 2025Q4: 1,201 shares; 2026Q1: 1,203 shares; 2026Q2: 1,255 shares 1,255 $937K 0.57% +52 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: 8,959 shares; 2024Q4: 9,438 shares; 2025Q1: 9,459 shares; 2025Q2: 10,092 shares; 2025Q3: 10,341 shares; 2025Q4: 10,221 shares; 2026Q1: 9,705 shares; 2026Q2: 6,761 shares 6,761 $924K 0.56% -2,944 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $893K 0.55% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,367 shares; 2025Q1: 1,370 shares; 2025Q2: 1,304 shares; 2025Q3: 1,288 shares; 2025Q4: 1,258 shares; 2026Q1: 1,261 shares; 2026Q2: 1,262 shares 1,262 $888K 0.54% +1 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: 1,476 shares; 2024Q4: 1,496 shares; 2025Q1: 1,499 shares; 2025Q2: 1,446 shares; 2025Q3: 1,549 shares; 2025Q4: 1,808 shares; 2026Q1: 1,924 shares; 2026Q2: 1,493 shares 1,493 $841K 0.51% -431 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: 3,598 shares; 2024Q4: 3,292 shares; 2025Q1: 3,454 shares; 2025Q2: 3,381 shares; 2025Q3: 3,723 shares; 2025Q4: 4,147 shares; 2026Q1: 4,376 shares; 2026Q2: 2,981 shares 2,981 $757K 0.46% -1,395 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: 3,450 shares; 2024Q4: 3,464 shares; 2025Q1: 3,418 shares; 2025Q2: 3,361 shares; 2025Q3: 3,371 shares; 2025Q4: 3,423 shares; 2026Q1: 3,302 shares; 2026Q2: 2,532 shares 2,532 $712K 0.44% -770 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: 2,269 shares; 2024Q4: 2,262 shares; 2025Q1: 2,273 shares; 2025Q2: 2,278 shares; 2025Q3: 2,220 shares; 2025Q4: 2,192 shares; 2026Q1: 2,220 shares; 2026Q2: 1,954 shares 1,954 $690K 0.42% -266 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,318 shares; 2026Q1: 32,683 shares; 2026Q2: 15,012 shares 15,012 $620K 0.38% -17,671 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,170 shares; 2024Q4: 4,159 shares; 2025Q1: 4,180 shares; 2025Q2: 4,185 shares; 2025Q3: 4,154 shares; 2025Q4: 4,117 shares; 2026Q1: 4,110 shares; 2026Q2: 4,006 shares 4,006 $610K 0.37% -104 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,184 shares; 2026Q1: 1,118 shares; 2026Q2: 528 shares 528 $609K 0.37% -590 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 reported; 2024Q4: 1,166 shares; 2025Q1: 1,177 shares; 2025Q2: 1,183 shares; 2025Q3: 1,217 shares; 2025Q4: 1,257 shares; 2026Q1: 1,762 shares; 2026Q2: 1,694 shares 1,694 $578K 0.35% -68 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: 1,877 shares; 2024Q4: 1,796 shares; 2025Q1: 1,812 shares; 2025Q2: 1,747 shares; 2025Q3: 1,775 shares; 2025Q4: 1,817 shares; 2026Q1: 1,809 shares; 2026Q2: 1,678 shares 1,678 $576K 0.35% -131 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,167 shares; 2024Q4: 22,010 shares; 2025Q1: 22,587 shares; 2025Q2: 22,325 shares; 2025Q3: 23,239 shares; 2025Q4: 23,292 shares; 2026Q1: 23,046 shares; 2026Q2: 21,579 shares 21,579 $530K 0.32% -1,467 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,235 shares; 2025Q1: 3,212 shares; 2025Q2: 3,262 shares; 2025Q3: 3,296 shares; 2025Q4: 3,296 shares; 2026Q1: 3,283 shares; 2026Q2: 3,081 shares 3,081 $523K 0.32% -202 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,600 shares; 2024Q4: 4,712 shares; 2025Q1: 4,712 shares; 2025Q2: 4,712 shares; 2025Q3: 4,712 shares; 2025Q4: 4,712 shares; 2026Q1: 4,712 shares; 2026Q2: 4,712 shares 4,712 $520K 0.32% 0 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: 4,589 shares; 2024Q4: 4,153 shares; 2025Q1: 7,936 shares; 2025Q2: 9,047 shares; 2025Q3: 8,985 shares; 2025Q4: 8,270 shares; 2026Q1: 8,013 shares; 2026Q2: 5,977 shares 5,977 $486K 0.3% -2,036 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,954 shares; 2025Q4: 3,954 shares; 2026Q1: 3,954 shares; 2026Q2: 3,954 shares 3,954 $443K 0.27% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 615 shares; 2025Q3: 621 shares; 2025Q4: 621 shares; 2026Q1: 621 shares; 2026Q2: 603 shares 603 $434K 0.27% -18 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: 7,619 shares; 2024Q4: 7,460 shares; 2025Q1: 7,460 shares; 2025Q2: 9,127 shares; 2025Q3: 9,765 shares; 2025Q4: 10,098 shares; 2026Q1: 9,385 shares; 2026Q2: 5,932 shares 5,932 $423K 0.26% -3,453 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: 9,072 shares; 2024Q4: 9,435 shares; 2025Q1: 9,673 shares; 2025Q2: 9,588 shares; 2025Q3: 4,532 shares; 2025Q4: 4,059 shares; 2026Q1: 3,417 shares; 2026Q2: 2,785 shares 2,785 $408K 0.25% -632 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,412 shares; 2024Q4: 17,300 shares; 2025Q1: 17,311 shares; 2025Q2: 18,209 shares; 2025Q3: 16,552 shares; 2025Q4: 16,255 shares; 2026Q1: 16,275 shares; 2026Q2: 15,083 shares 15,083 $402K 0.25% -1,192 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,424 shares; 2026Q1: 1,426 shares; 2026Q2: 1,200 shares 1,200 $402K 0.25% -226 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 839 shares; 2026Q2: 548 shares 548 $396K 0.24% -291 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: 2,710 shares; 2024Q4: 2,682 shares; 2025Q1: 2,820 shares; 2025Q2: 2,664 shares; 2025Q3: 2,820 shares; 2025Q4: 2,602 shares; 2026Q1: 2,571 shares; 2026Q2: 1,561 shares 1,561 $393K 0.24% -1,010 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,641 shares; 2024Q4: 8,666 shares; 2025Q1: 8,646 shares; 2025Q2: 8,671 shares; 2025Q3: 8,696 shares; 2025Q4: 8,716 shares; 2026Q1: 8,738 shares; 2026Q2: 8,759 shares 8,759 $389K 0.24% +21 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,956 shares; 2026Q2: 2,026 shares 2,026 $384K 0.23% +70 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: 8,205 shares; 2024Q4: 6,849 shares; 2025Q1: 5,429 shares; 2025Q2: 6,156 shares; 2025Q3: 6,114 shares; 2025Q4: 6,471 shares; 2026Q1: 6,456 shares; 2026Q2: 5,162 shares 5,162 $384K 0.23% -1,294 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,472 shares; 2024Q4: 9,472 shares; 2025Q1: 7,702 shares; 2025Q2: 7,376 shares; 2025Q3: 6,364 shares; 2025Q4: 5,888 shares; 2026Q1: 5,688 shares; 2026Q2: 5,688 shares 5,688 $363K 0.22% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares; 2026Q2: 1,198 shares 1,198 $357K 0.22% -479 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,042 shares; 2024Q4: 5,031 shares; 2025Q1: 5,086 shares; 2025Q2: 5,061 shares; 2025Q3: 5,911 shares; 2025Q4: 4,473 shares; 2026Q1: 4,701 shares; 2026Q2: 4,790 shares 4,790 $351K 0.21% +89 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 535 shares; 2025Q1: 480 shares; 2025Q2: 497 shares; 2025Q3: 488 shares; 2025Q4: 448 shares; 2026Q1: 434 shares; 2026Q2: 355 shares 355 $341K 0.21% -79 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,630 shares; 2024Q4: 9,630 shares; 2025Q1: 9,630 shares; 2025Q2: 9,630 shares; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares; 2026Q2: 9,630 shares 9,630 $340K 0.21% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: 2,183 shares; 2026Q2: 2,150 shares 2,150 $340K 0.21% -33 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: 1,321 shares; 2024Q4: 1,348 shares; 2025Q1: 1,244 shares; 2025Q2: 1,253 shares; 2025Q3: 1,155 shares; 2025Q4: 1,088 shares; 2026Q1: 1,164 shares; 2026Q2: 795 shares 795 $339K 0.21% -369 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: 886 shares; 2024Q4: 1,035 shares; 2025Q1: 1,068 shares; 2025Q2: 1,345 shares; 2025Q3: 1,685 shares; 2025Q4: 1,414 shares; 2026Q1: 1,158 shares; 2026Q2: 795 shares 795 $331K 0.2% -363 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 949 shares; 2025Q1: 951 shares; 2025Q2: 929 shares; 2025Q3: 991 shares; 2025Q4: 967 shares; 2026Q1: 970 shares; 2026Q2: 842 shares 842 $316K 0.19% -128 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 760 shares; 2024Q4: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares; 2026Q2: 760 shares 760 $311K 0.19% 0 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: 14,526 shares; 2024Q4: 14,266 shares; 2025Q1: 14,263 shares; 2025Q2: 14,931 shares; 2025Q3: 18,861 shares; 2025Q4: 18,744 shares; 2026Q1: 20,714 shares; 2026Q2: 14,951 shares 14,951 $309K 0.19% -5,763 Timeline FGD 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: 9,577 shares; 2024Q4: 9,577 shares; 2025Q1: 9,577 shares; 2025Q2: 9,577 shares; 2025Q3: 9,577 shares; 2025Q4: 9,577 shares; 2026Q1: 9,577 shares; 2026Q2: 9,577 shares 9,577 $306K 0.19% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 156 shares; 2026Q2: 153 shares 153 $304K 0.19% -3 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,942 shares; 2025Q4: 1,990 shares; 2026Q1: 2,065 shares; 2026Q2: 1,981 shares 1,981 $300K 0.18% -84 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,464 shares; 2025Q3: 1,519 shares; 2025Q4: 1,289 shares; 2026Q1: 1,909 shares; 2026Q2: 1,641 shares 1,641 $297K 0.18% -268 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: not reported; 2024Q4: not reported; 2025Q1: 3,253 shares; 2025Q2: 3,340 shares; 2025Q3: 3,358 shares; 2025Q4: 3,433 shares; 2026Q1: 3,397 shares; 2026Q2: 2,323 shares 2,323 $294K 0.18% -1,074 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 996 shares; 2026Q2: 672 shares 672 $291K 0.18% -324 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: 769 shares; 2024Q4: 771 shares; 2025Q1: 772 shares; 2025Q2: 861 shares; 2025Q3: 960 shares; 2025Q4: 973 shares; 2026Q1: 991 shares; 2026Q2: 270 shares 270 $288K 0.18% -721 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: 6,461 shares; 2024Q4: 12,931 shares; 2025Q1: 9,883 shares; 2025Q2: 9,851 shares; 2025Q3: 9,724 shares; 2025Q4: 8,214 shares; 2026Q1: 7,844 shares; 2026Q2: 7,863 shares 7,863 $284K 0.17% +19 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: 1,005 shares; 2024Q4: 1,114 shares; 2025Q1: 1,153 shares; 2025Q2: 1,386 shares; 2025Q3: 1,449 shares; 2025Q4: 1,278 shares; 2026Q1: 1,259 shares; 2026Q2: 559 shares 559 $280K 0.17% -700 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,585 shares; 2024Q4: 1,698 shares; 2025Q1: 1,715 shares; 2025Q2: 1,458 shares; 2025Q3: 1,111 shares; 2025Q4: 1,115 shares; 2026Q1: 1,241 shares; 2026Q2: 1,014 shares 1,014 $276K 0.17% -227 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,340 shares; 2024Q4: 14,830 shares; 2025Q1: 12,356 shares; 2025Q2: 12,446 shares; 2025Q3: 12,475 shares; 2025Q4: 12,475 shares; 2026Q1: 12,568 shares; 2026Q2: 5,795 shares 5,795 $276K 0.17% -6,773 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: 3,871 shares; 2024Q4: 4,083 shares; 2025Q1: 3,676 shares; 2025Q2: 2,998 shares; 2025Q3: 4,072 shares; 2025Q4: 4,086 shares; 2026Q1: 4,142 shares; 2026Q2: 3,139 shares 3,139 $276K 0.17% -1,003 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,066 shares; 2025Q4: 5,066 shares; 2026Q1: 5,066 shares; 2026Q2: 5,066 shares 5,066 $271K 0.17% 0 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: 3,351 shares; 2024Q4: 3,636 shares; 2025Q1: 3,831 shares; 2025Q2: 3,895 shares; 2025Q3: 3,957 shares; 2025Q4: 3,922 shares; 2026Q1: 3,856 shares; 2026Q2: 3,653 shares 3,653 $264K 0.16% -203 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574 shares; 2024Q4: 504 shares; 2025Q1: 540 shares; 2025Q2: 520 shares; 2025Q3: 567 shares; 2025Q4: 2,730 shares; 2026Q1: 3,221 shares; 2026Q2: 2,624 shares 2,624 $261K 0.16% -597 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: 3,061 shares; 2024Q4: 2,881 shares; 2025Q1: 2,344 shares; 2025Q2: 2,064 shares; 2025Q3: 2,320 shares; 2025Q4: 2,231 shares; 2026Q1: 2,318 shares; 2026Q2: 1,568 shares 1,568 $260K 0.16% -750 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: 3,053 shares; 2024Q4: 3,033 shares; 2025Q1: 2,942 shares; 2025Q2: 2,902 shares; 2025Q3: 2,902 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares; 2026Q2: 2,613 shares 2,613 $259K 0.16% -50 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,123 shares; 2025Q2: 3,264 shares; 2025Q3: 3,397 shares; 2025Q4: 3,265 shares; 2026Q1: 3,187 shares; 2026Q2: 2,482 shares 2,482 $257K 0.16% -705 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: 524 shares; 2024Q4: 528 shares; 2025Q1: 535 shares; 2025Q2: 560 shares; 2025Q3: 584 shares; 2025Q4: 564 shares; 2026Q1: 586 shares; 2026Q2: 489 shares 489 $251K 0.15% -97 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 356 shares; 2025Q1: 357 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 364 shares; 2026Q1: 394 shares; 2026Q2: 329 shares 329 $249K 0.15% -65 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares; 2026Q2: 474 shares 474 $246K 0.15% +14 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169 shares; 2025Q2: 2,532 shares; 2025Q3: 2,563 shares; 2025Q4: 2,691 shares; 2026Q1: 2,674 shares; 2026Q2: 2,639 shares 2,639 $243K 0.15% -35 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,555 shares 1,555 $242K 0.15% new 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: 1,274 shares; 2024Q4: 1,327 shares; 2025Q1: 1,010 shares; 2025Q2: 1,131 shares; 2025Q3: 1,302 shares; 2025Q4: 1,150 shares; 2026Q1: 979 shares; 2026Q2: 677 shares 677 $239K 0.15% -302 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,128 shares; 2026Q2: 931 shares 931 $238K 0.15% -197 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: 602 shares; 2024Q4: 600 shares; 2025Q1: 603 shares; 2025Q2: 605 shares; 2025Q3: 608 shares; 2025Q4: 585 shares; 2026Q1: 602 shares; 2026Q2: 571 shares 571 $237K 0.14% -31 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,305 shares; 2026Q1: 6,316 shares; 2026Q2: 6,382 shares 6,382 $235K 0.14% +66 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,943 shares 7,943 $235K 0.14% new 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: 1,236 shares; 2024Q4: 1,378 shares; 2025Q1: 1,365 shares; 2025Q2: 1,208 shares; 2025Q3: 1,298 shares; 2025Q4: 1,222 shares; 2026Q1: 1,414 shares; 2026Q2: 864 shares 864 $234K 0.14% -550 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 4,735 shares; 2025Q4: 5,132 shares; 2026Q1: 5,372 shares; 2026Q2: 2,814 shares 2,814 $233K 0.14% -2,558 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: 2,324 shares; 2024Q4: 2,327 shares; 2025Q1: 1,805 shares; 2025Q2: 1,849 shares; 2025Q3: 1,910 shares; 2025Q4: 1,894 shares; 2026Q1: 1,336 shares; 2026Q2: 940 shares 940 $231K 0.14% -396 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: 4,055 shares; 2024Q4: 4,033 shares; 2025Q1: 3,903 shares; 2025Q2: 4,001 shares; 2025Q3: 4,169 shares; 2025Q4: 3,669 shares; 2026Q1: 3,718 shares; 2026Q2: 541 shares 541 $228K 0.14% -3,177 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,709 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares; 2026Q1: 1,839 shares; 2026Q2: 1,081 shares 1,081 $226K 0.14% -758 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: 3,936 shares; 2024Q4: 4,087 shares; 2025Q1: 3,857 shares; 2025Q2: 3,588 shares; 2025Q3: 3,697 shares; 2025Q4: 3,879 shares; 2026Q1: 3,682 shares; 2026Q2: 2,870 shares 2,870 $225K 0.14% -812 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: 1,877 shares; 2024Q4: 1,867 shares; 2025Q1: 1,868 shares; 2025Q2: 1,882 shares; 2025Q3: 1,934 shares; 2025Q4: 18,858 shares; 2026Q1: 16,531 shares; 2026Q2: 3,132 shares 3,132 $224K 0.14% -13,399 Timeline FMF 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: 25,350 shares; 2024Q4: 22,333 shares; 2025Q1: 18,293 shares; 2025Q2: 7,695 shares; 2025Q3: 5,405 shares; 2025Q4: 4,462 shares; 2026Q1: 4,479 shares; 2026Q2: 4,421 shares 4,421 $222K 0.14% -58 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: 2,712 shares; 2024Q4: not reported; 2025Q1: 1,862 shares; 2025Q2: 1,862 shares; 2025Q3: 1,975 shares; 2025Q4: 1,841 shares; 2026Q1: 2,261 shares; 2026Q2: 2,305 shares 2,305 $221K 0.14% +44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,848 shares; 2026Q2: 2,838 shares 2,838 $220K 0.13% -10 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 556 shares 556 $217K 0.13% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,845 shares; 2024Q4: 2,440 shares; 2025Q1: 2,162 shares; 2025Q2: 2,021 shares; 2025Q3: 1,421 shares; 2025Q4: 1,352 shares; 2026Q1: 1,587 shares; 2026Q2: 1,455 shares 1,455 $213K 0.13% -132 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: 4,257 shares; 2024Q4: 4,596 shares; 2025Q1: 4,409 shares; 2025Q2: 2,575 shares; 2025Q3: 3,052 shares; 2025Q4: 2,739 shares; 2026Q1: 2,819 shares; 2026Q2: 1,590 shares 1,590 $204K 0.12% -1,229 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,545 shares; 2024Q4: 10,545 shares; 2025Q1: 12,102 shares; 2025Q2: 14,768 shares; 2025Q3: 14,768 shares; 2025Q4: 14,768 shares; 2026Q1: 13,489 shares; 2026Q2: 12,087 shares 12,087 $177K 0.11% -1,402 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,728 shares 11,728 $139K 0.08% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,689 shares; 2024Q4: 12,207 shares; 2025Q1: 13,379 shares; 2025Q2: 13,124 shares; 2025Q3: 13,678 shares; 2025Q4: 11,187 shares; 2026Q1: 12,562 shares; 2026Q2: 11,238 shares 11,238 $105K 0.06% -1,324 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,440 shares; 2024Q4: 14,440 shares; 2025Q1: 14,440 shares; 2025Q2: 14,440 shares; 2025Q3: 14,440 shares; 2025Q4: 14,440 shares; 2026Q1: 14,440 shares; 2026Q2: 14,440 shares 14,440 $66.6K 0.04% 0 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: 10,874 shares; 2024Q4: 10,874 shares; 2025Q1: 10,874 shares; 2025Q2: 10,874 shares; 2025Q3: 10,874 shares; 2025Q4: 10,874 shares; 2026Q1: 10,874 shares; 2026Q2: 10,874 shares 10,874 $63.4K 0.04% 0 Timeline