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: 431,435 shares; 2025Q1: 749,167 shares; 2025Q2: 405,170 shares; 2025Q3: 368,710 shares; 2025Q4: 363,224 shares; 2026Q1: 361,780 shares; 2026Q2: 361,206 shares 361,206 $72.3M 30.81% -574 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: 42,241 shares; 2025Q1: 63,818 shares; 2025Q2: 40,644 shares; 2025Q3: 40,352 shares; 2025Q4: 41,683 shares; 2026Q1: 40,996 shares; 2026Q2: 40,850 shares 40,850 $11.8M 5.04% -146 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: 13,899 shares; 2025Q1: 14,917 shares; 2025Q2: 13,702 shares; 2025Q3: 13,915 shares; 2025Q4: 17,168 shares; 2026Q1: 17,149 shares; 2026Q2: 17,947 shares 17,947 $7.78M 3.32% +798 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: 2,232 shares; 2025Q1: 2,401 shares; 2025Q2: 2,231 shares; 2025Q3: 2,232 shares; 2025Q4: 2,394 shares; 2026Q1: 2,314 shares; 2026Q2: 23,021 shares 23,021 $6.95M 2.96% +20,707 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: 11,913 shares; 2025Q1: 12,858 shares; 2025Q2: 12,044 shares; 2025Q3: 13,112 shares; 2025Q4: 14,151 shares; 2026Q1: 13,692 shares; 2026Q2: 13,271 shares 13,271 $4.74M 2.02% -421 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: 208,850 shares; 2025Q1: 201,471 shares; 2025Q2: 158,711 shares; 2025Q3: 153,377 shares; 2025Q4: 147,852 shares; 2026Q1: 134,703 shares; 2026Q2: 129,796 shares 129,796 $4.39M 1.87% -4,907 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: 21,260 shares; 2025Q1: 21,915 shares; 2025Q2: 19,802 shares; 2025Q3: 19,832 shares; 2025Q4: 20,332 shares; 2026Q1: 18,702 shares; 2026Q2: 18,281 shares 18,281 $4.36M 1.86% -421 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,180 shares; 2025Q1: 11,427 shares; 2025Q2: 13,008 shares; 2025Q3: 13,555 shares; 2025Q4: 13,552 shares; 2026Q1: 15,443 shares; 2026Q2: 15,610 shares 15,610 $4.2M 1.79% +167 Timeline SPMO 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: 16,113 shares; 2025Q1: 32,395 shares; 2025Q2: 29,129 shares; 2025Q3: 29,290 shares; 2025Q4: 29,330 shares; 2026Q1: 25,955 shares; 2026Q2: 25,706 shares 25,706 $4.15M 1.77% -249 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: 4,018 shares; 2025Q1: 4,236 shares; 2025Q2: 3,753 shares; 2025Q3: 3,747 shares; 2025Q4: 3,719 shares; 2026Q1: 3,489 shares; 2026Q2: 3,446 shares 3,446 $4.13M 1.76% -43 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: 11,420 shares; 2025Q1: 13,673 shares; 2025Q2: 10,620 shares; 2025Q3: 11,765 shares; 2025Q4: 12,140 shares; 2026Q1: 10,922 shares; 2026Q2: 10,674 shares 10,674 $4.03M 1.72% -248 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: 5,799 shares; 2025Q1: 6,881 shares; 2025Q2: 5,850 shares; 2025Q3: 5,787 shares; 2025Q4: 5,590 shares; 2026Q1: 5,538 shares; 2026Q2: 5,390 shares 5,390 $3.97M 1.69% -148 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: 2,213 shares; 2025Q2: 1,805 shares; 2025Q3: 1,910 shares; 2025Q4: 1,983 shares; 2026Q1: 1,979 shares; 2026Q2: 1,873 shares 1,873 $3.71M 1.58% -106 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: 12,767 shares; 2025Q1: 12,811 shares; 2025Q2: 12,310 shares; 2025Q3: 12,244 shares; 2025Q4: 11,950 shares; 2026Q1: 10,833 shares; 2026Q2: 9,778 shares 9,778 $3.65M 1.55% -1,055 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: 11,248 shares; 2025Q1: 11,896 shares; 2025Q2: 11,266 shares; 2025Q3: 9,647 shares; 2025Q4: 9,681 shares; 2026Q1: 9,621 shares; 2026Q2: 10,082 shares 10,082 $3.44M 1.47% +461 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,964 shares; 2025Q1: 24,357 shares; 2025Q2: 23,689 shares; 2025Q3: 22,320 shares; 2025Q4: 20,539 shares; 2026Q1: 19,906 shares; 2026Q2: 17,376 shares 17,376 $2.96M 1.26% -2,530 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,867 shares; 2025Q1: 8,073 shares; 2025Q2: 25,959 shares; 2025Q3: 42,861 shares; 2025Q4: 24,835 shares; 2026Q1: 20,389 shares; 2026Q2: 27,497 shares 27,497 $2.77M 1.18% +7,108 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: not reported; 2025Q1: 4,879 shares; 2025Q2: 6,383 shares; 2025Q3: 7,975 shares; 2025Q4: 8,277 shares; 2026Q1: 8,355 shares; 2026Q2: 7,387 shares 7,387 $2.76M 1.18% -968 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: 2,503 shares; 2025Q1: 3,196 shares; 2025Q2: 3,019 shares; 2025Q3: 3,277 shares; 2025Q4: 3,491 shares; 2026Q1: 3,499 shares; 2026Q2: 3,840 shares 3,840 $2.64M 1.12% +341 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: not loaded; 2024Q4: 16,121 shares; 2025Q1: 8,978 shares; 2025Q2: 7,696 shares; 2025Q3: 7,587 shares; 2025Q4: 14,320 shares; 2026Q1: 14,115 shares; 2026Q2: 13,813 shares 13,813 $2.63M 1.12% -302 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,139 shares; 2025Q1: 1,472 shares; 2025Q2: 1,272 shares; 2025Q3: 1,613 shares; 2025Q4: 2,689 shares; 2026Q1: 3,192 shares; 2026Q2: 3,518 shares 3,518 $2.31M 0.98% +326 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 loaded; 2024Q4: 6,869 shares; 2025Q1: 4,320 shares; 2025Q2: 3,201 shares; 2025Q3: 3,175 shares; 2025Q4: 3,162 shares; 2026Q1: 3,123 shares; 2026Q2: 3,092 shares 3,092 $2.23M 0.95% -31 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 11,906 shares; 2025Q2: 32,415 shares; 2025Q3: 31,554 shares; 2025Q4: 33,597 shares; 2026Q1: 36,313 shares; 2026Q2: 41,226 shares 41,226 $2.15M 0.92% +4,913 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: not loaded; 2024Q4: 5,557 shares; 2025Q1: 4,903 shares; 2025Q2: 4,674 shares; 2025Q3: 4,651 shares; 2025Q4: 4,485 shares; 2026Q1: 4,334 shares; 2026Q2: 4,342 shares 4,342 $2.13M 0.91% +8 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: not loaded; 2024Q4: 6,043 shares; 2025Q1: 4,990 shares; 2025Q2: 4,581 shares; 2025Q3: 4,778 shares; 2025Q4: 4,884 shares; 2026Q1: 4,230 shares; 2026Q2: 24,679 shares 24,679 $2.13M 0.91% +20,449 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: 21,373 shares; 2025Q1: 15,503 shares; 2025Q2: 14,926 shares; 2025Q3: 14,937 shares; 2025Q4: 15,345 shares; 2026Q1: 15,325 shares; 2026Q2: 15,403 shares 15,403 $2.1M 0.9% +78 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: 4,658 shares; 2025Q1: 5,002 shares; 2025Q2: 4,503 shares; 2025Q3: 4,504 shares; 2025Q4: 4,415 shares; 2026Q1: 4,159 shares; 2026Q2: 4,095 shares 4,095 $2.1M 0.9% -64 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,848 shares; 2025Q2: 29,303 shares; 2025Q3: 32,305 shares; 2025Q4: 32,782 shares; 2026Q1: 32,795 shares; 2026Q2: 32,909 shares 32,909 $1.94M 0.83% +114 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,549 shares; 2025Q1: 15,531 shares; 2025Q2: 18,472 shares; 2025Q3: 17,723 shares; 2025Q4: 13,155 shares; 2026Q1: 16,002 shares; 2026Q2: 21,467 shares 21,467 $1.93M 0.82% +5,465 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: 8,050 shares; 2025Q1: 8,486 shares; 2025Q2: 7,942 shares; 2025Q3: 7,833 shares; 2025Q4: 7,794 shares; 2026Q1: 8,020 shares; 2026Q2: 7,964 shares 7,964 $1.88M 0.8% -56 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: 2,535 shares; 2025Q1: 2,695 shares; 2025Q2: 2,496 shares; 2025Q3: 2,102 shares; 2025Q4: 1,954 shares; 2026Q1: 2,048 shares; 2026Q2: 1,998 shares 1,998 $1.87M 0.8% -50 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,008 shares; 2025Q3: 11,517 shares; 2025Q4: 12,883 shares; 2026Q1: 11,345 shares; 2026Q2: 10,508 shares 10,508 $1.85M 0.79% -837 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 39,341 shares; 2025Q2: 38,995 shares; 2025Q3: 30,474 shares; 2025Q4: 33,244 shares; 2026Q1: 44,256 shares; 2026Q2: 45,512 shares 45,512 $1.85M 0.79% +1,256 Timeline ILCG 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: 18,002 shares; 2025Q1: 17,827 shares; 2025Q2: 18,135 shares; 2025Q3: 18,146 shares; 2025Q4: 17,735 shares; 2026Q1: 16,803 shares; 2026Q2: 15,696 shares 15,696 $1.84M 0.78% -1,107 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: not loaded; 2024Q4: not reported; 2025Q1: 5,075 shares; 2025Q2: 38,833 shares; 2025Q3: 35,228 shares; 2025Q4: 32,029 shares; 2026Q1: 33,058 shares; 2026Q2: 36,195 shares 36,195 $1.83M 0.78% +3,137 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,534 shares; 2025Q3: 11,744 shares; 2025Q4: 11,477 shares; 2026Q1: 11,753 shares; 2026Q2: 12,251 shares 12,251 $1.79M 0.76% +498 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,506 shares; 2025Q1: 3,150 shares; 2025Q2: 2,073 shares; 2025Q3: 2,103 shares; 2025Q4: 2,059 shares; 2026Q1: 2,036 shares; 2026Q2: 2,138 shares 2,138 $1.77M 0.76% +102 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 6,711 shares; 2026Q2: 10,416 shares 10,416 $1.69M 0.72% +3,705 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: 3,752 shares; 2025Q1: 4,088 shares; 2025Q2: 3,812 shares; 2025Q3: 3,886 shares; 2025Q4: 3,451 shares; 2026Q1: 3,040 shares; 2026Q2: 2,863 shares 2,863 $1.61M 0.69% -177 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: 5,448 shares; 2025Q1: 6,013 shares; 2025Q2: 5,197 shares; 2025Q3: 5,128 shares; 2025Q4: 4,944 shares; 2026Q1: 4,747 shares; 2026Q2: 4,557 shares 4,557 $1.56M 0.67% -190 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 loaded; 2024Q4: 7,111 shares; 2025Q1: 6,584 shares; 2025Q2: 4,307 shares; 2025Q3: 4,349 shares; 2025Q4: 4,379 shares; 2026Q1: 4,491 shares; 2026Q2: 4,663 shares 4,663 $1.56M 0.67% +172 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,951 shares; 2025Q1: 22,044 shares; 2025Q2: 23,124 shares; 2025Q3: 25,004 shares; 2025Q4: 25,805 shares; 2026Q1: 21,940 shares; 2026Q2: 21,239 shares 21,239 $1.39M 0.59% -701 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: 4,275 shares; 2025Q1: 4,314 shares; 2025Q2: 4,205 shares; 2025Q3: 3,877 shares; 2025Q4: 3,727 shares; 2026Q1: 3,677 shares; 2026Q2: 3,677 shares 3,677 $1.3M 0.55% 0 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: not reported; 2025Q3: 2,405 shares; 2025Q4: 2,593 shares; 2026Q1: 2,698 shares; 2026Q2: 2,682 shares 2,682 $1.28M 0.55% -16 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: 3,370 shares; 2025Q1: 3,214 shares; 2025Q2: 3,000 shares; 2025Q3: 3,064 shares; 2025Q4: 2,951 shares; 2026Q1: 2,958 shares; 2026Q2: 2,967 shares 2,967 $1.26M 0.54% +9 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: 335 shares; 2025Q1: 356 shares; 2025Q2: 336 shares; 2025Q3: 335 shares; 2025Q4: 322 shares; 2026Q1: 277 shares; 2026Q2: 7,062 shares 7,062 $1.26M 0.54% +6,785 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 loaded; 2024Q4: 1,301 shares; 2025Q1: 1,831 shares; 2025Q2: 2,283 shares; 2025Q3: 1,730 shares; 2025Q4: 1,843 shares; 2026Q1: 1,868 shares; 2026Q2: 1,664 shares 1,664 $1.26M 0.54% -204 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: 504 shares; 2026Q2: 1,056 shares 1,056 $1.12M 0.48% +552 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: not loaded; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 5,710 shares; 2025Q3: 6,480 shares; 2025Q4: 6,412 shares; 2026Q1: 6,213 shares; 2026Q2: 7,240 shares 7,240 $1.05M 0.45% +1,027 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 795 shares; 2026Q1: 1,045 shares; 2026Q2: 1,592 shares 1,592 $1.02M 0.43% +547 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: 19,966 shares; 2025Q1: 26,718 shares; 2025Q2: 21,447 shares; 2025Q3: 20,561 shares; 2025Q4: 21,492 shares; 2026Q1: 17,676 shares; 2026Q2: 19,554 shares 19,554 $987K 0.42% +1,878 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: 975 shares; 2026Q2: 1,314 shares 1,314 $950K 0.41% +339 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,280 shares; 2025Q1: 5,514 shares; 2025Q2: 5,720 shares; 2025Q3: 8,454 shares; 2025Q4: 9,775 shares; 2026Q1: 8,148 shares; 2026Q2: 9,808 shares 9,808 $917K 0.39% +1,660 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,221 shares; 2025Q1: 2,320 shares; 2025Q2: 2,231 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,759 shares; 2026Q2: 1,789 shares 1,789 $889K 0.38% +30 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,449 shares; 2025Q1: 2,620 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,463 shares; 2026Q1: 2,463 shares; 2026Q2: 2,577 shares 2,577 $887K 0.38% +114 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,395 shares; 2025Q1: 1,165 shares; 2025Q2: 939 shares; 2025Q3: 964 shares; 2025Q4: 1,002 shares; 2026Q1: 957 shares; 2026Q2: 7,217 shares 7,217 $863K 0.37% +6,260 Timeline IGM 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: 7,603 shares; 2025Q1: 7,075 shares; 2025Q2: 2,604 shares; 2025Q3: 2,730 shares; 2025Q4: 6,455 shares; 2026Q1: 5,034 shares; 2026Q2: 5,126 shares 5,126 $839K 0.36% +92 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: 753 shares; 2025Q4: 766 shares; 2026Q1: 751 shares; 2026Q2: 789 shares 789 $798K 0.34% +38 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: not loaded; 2024Q4: 2,753 shares; 2025Q1: 2,514 shares; 2025Q2: 2,262 shares; 2025Q3: 2,362 shares; 2025Q4: 2,447 shares; 2026Q1: 2,195 shares; 2026Q2: 2,169 shares 2,169 $734K 0.31% -26 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: 13,792 shares 13,792 $728K 0.31% new Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,950 shares; 2025Q1: 31,518 shares; 2025Q2: 25,063 shares; 2025Q3: 24,644 shares; 2025Q4: 26,934 shares; 2026Q1: 22,813 shares; 2026Q2: 11,639 shares 11,639 $713K 0.3% -11,174 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 61,624 shares; 2025Q2: 71,014 shares; 2025Q3: 33,946 shares; 2025Q4: 37,561 shares; 2026Q1: 40,731 shares; 2026Q2: 41,658 shares 41,658 $687K 0.29% +927 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,397 shares; 2025Q1: 8,326 shares; 2025Q2: 5,377 shares; 2025Q3: 3,423 shares; 2025Q4: 2,880 shares; 2026Q1: 2,813 shares; 2026Q2: 4,011 shares 4,011 $682K 0.29% +1,198 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: 432 shares; 2025Q4: 359 shares; 2026Q1: 468 shares; 2026Q2: 569 shares 569 $669K 0.29% +101 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,457 shares; 2025Q3: 4,078 shares; 2025Q4: 3,521 shares; 2026Q1: 4,875 shares; 2026Q2: 3,730 shares 3,730 $659K 0.28% -1,145 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,080 shares; 2025Q1: 2,214 shares; 2025Q2: 2,055 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,041 shares; 2026Q2: 2,041 shares 2,041 $643K 0.27% 0 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 loaded; 2024Q4: 5,984 shares; 2025Q1: 7,832 shares; 2025Q2: 3,400 shares; 2025Q3: 3,535 shares; 2025Q4: 3,583 shares; 2026Q1: 3,362 shares; 2026Q2: 3,783 shares 3,783 $643K 0.27% +421 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 10,220 shares; 2026Q2: 9,321 shares 9,321 $618K 0.26% -899 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: 4,334 shares 4,334 $605K 0.26% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 7,854 shares; 2026Q1: 11,826 shares; 2026Q2: 12,062 shares 12,062 $594K 0.25% +236 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: 928 shares 928 $593K 0.25% new 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: 1,327 shares; 2025Q1: 1,872 shares; 2025Q2: 2,212 shares; 2025Q3: 1,429 shares; 2025Q4: 1,273 shares; 2026Q1: 1,189 shares; 2026Q2: 1,151 shares 1,151 $576K 0.25% -38 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: not loaded; 2024Q4: 1,991 shares; 2025Q1: 1,766 shares; 2025Q2: 1,441 shares; 2025Q3: 1,442 shares; 2025Q4: 1,442 shares; 2026Q1: 1,389 shares; 2026Q2: 1,347 shares 1,347 $560K 0.24% -42 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,651 shares; 2025Q2: 2,531 shares; 2025Q3: 2,437 shares; 2025Q4: 2,707 shares; 2026Q1: 3,201 shares; 2026Q2: 3,222 shares 3,222 $559K 0.24% +21 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,851 shares; 2025Q4: 16,206 shares; 2026Q1: 17,050 shares; 2026Q2: 18,273 shares 18,273 $538K 0.23% +1,223 Timeline GARP 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: 14,469 shares; 2025Q1: 15,676 shares; 2025Q2: not reported; 2025Q3: 6,066 shares; 2025Q4: 6,267 shares; 2026Q1: 5,655 shares; 2026Q2: 5,857 shares 5,857 $484K 0.21% +202 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: 23,369 shares; 2025Q1: 21,701 shares; 2025Q2: 13,730 shares; 2025Q3: 13,730 shares; 2025Q4: 13,010 shares; 2026Q1: 14,382 shares; 2026Q2: 15,227 shares 15,227 $483K 0.21% +845 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 2,752 shares 2,752 $467K 0.2% new Timeline PIZ 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: 7,132 shares; 2025Q4: 7,699 shares; 2026Q1: 7,730 shares; 2026Q2: 8,216 shares 8,216 $459K 0.2% +486 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS 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: 1,578 shares 1,578 $452K 0.19% new 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: 2,252 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,189 shares; 2026Q1: not reported; 2026Q2: 734 shares 734 $426K 0.18% new 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: not loaded; 2024Q4: not reported; 2025Q1: 1,517 shares; 2025Q2: 1,759 shares; 2025Q3: 1,519 shares; 2025Q4: 1,249 shares; 2026Q1: 1,222 shares; 2026Q2: 1,082 shares 1,082 $399K 0.17% -140 Timeline MTUM 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: 2,289 shares; 2025Q1: 2,243 shares; 2025Q2: 2,015 shares; 2025Q3: 1,922 shares; 2025Q4: 1,754 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028 $352K 0.15% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,173 shares 11,173 $347K 0.15% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 405 shares 405 $340K 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,081 shares; 2026Q2: 12,021 shares 12,021 $333K 0.14% +940 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,496 shares; 2026Q1: 1,252 shares; 2026Q2: 1,441 shares 1,441 $327K 0.14% +189 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,910 shares; 2025Q1: 13,000 shares; 2025Q2: 12,725 shares; 2025Q3: 16,950 shares; 2025Q4: 34,099 shares; 2026Q1: 38,109 shares; 2026Q2: 48,873 shares 48,873 $319K 0.14% +10,764 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,213 shares; 2025Q4: 14,507 shares; 2026Q1: 6,804 shares; 2026Q2: 3,758 shares 3,758 $311K 0.13% -3,046 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 14,408 shares; 2026Q2: 5,229 shares 5,229 $290K 0.12% -9,179 Timeline XTL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,257 shares 1,257 $286K 0.12% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,576 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,728 shares 1,728 $265K 0.11% new Timeline IYF 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: 1,682 shares; 2025Q3: 1,999 shares; 2025Q4: 2,430 shares; 2026Q1: 2,173 shares; 2026Q2: 2,057 shares 2,057 $262K 0.11% -116 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,335 shares 3,335 $253K 0.11% new Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,819 shares; 2025Q2: 3,920 shares; 2025Q3: 3,386 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,433 shares 2,433 $247K 0.11% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 966 shares; 2025Q1: 1,200 shares; 2025Q2: 583 shares; 2025Q3: 539 shares; 2025Q4: 658 shares; 2026Q1: 513 shares; 2026Q2: 477 shares 477 $246K 0.1% -36 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 235 shares 235 $230K 0.1% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: not reported; 2026Q2: 861 shares 861 $215K 0.09% new 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 loaded; 2024Q4: 8,775 shares; 2025Q1: 9,001 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 7,320 shares; 2026Q1: 2,950 shares; 2026Q2: 2,335 shares 2,335 $212K 0.09% -615 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 795 shares 795 $203K 0.09% new Timeline