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: 250,014 shares; 2024Q4: 801,757 shares; 2025Q1: 853,043 shares; 2025Q2: 1,172,084 shares; 2025Q3: not loaded; 2025Q4: 1,595,818 shares; 2026Q1: 1,530,634 shares; 2026Q2: 1,690,577 shares 1,690,577 $53.6M 10.13% +159,943 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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 loaded; 2025Q4: 1,184,988 shares; 2026Q1: 1,100,368 shares; 2026Q2: 1,011,488 shares 1,011,488 $39.7M 7.5% -88,880 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: 411,927 shares; 2024Q4: 410,208 shares; 2025Q1: 347,526 shares; 2025Q2: 437,749 shares; 2025Q3: not loaded; 2025Q4: 452,125 shares; 2026Q1: 698,277 shares; 2026Q2: 666,074 shares 666,074 $29.5M 5.58% -32,203 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,105 shares; 2024Q4: 198,361 shares; 2025Q1: 197,792 shares; 2025Q2: 203,772 shares; 2025Q3: not loaded; 2025Q4: 293,514 shares; 2026Q1: 362,872 shares; 2026Q2: 375,202 shares 375,202 $25.2M 4.77% +12,330 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: 70,347 shares; 2024Q4: 70,383 shares; 2025Q1: 69,687 shares; 2025Q2: 66,697 shares; 2025Q3: not loaded; 2025Q4: 65,575 shares; 2026Q1: 66,743 shares; 2026Q2: 66,958 shares 66,958 $19.4M 3.66% +215 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279,374 shares; 2025Q3: not loaded; 2025Q4: 309,157 shares; 2026Q1: 266,945 shares; 2026Q2: 375,370 shares 375,370 $15.7M 2.97% +108,425 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 241,000 shares; 2026Q1: 244,196 shares; 2026Q2: 333,256 shares 333,256 $13.5M 2.56% +89,060 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: 597,263 shares; 2024Q4: 632,771 shares; 2025Q1: 625,116 shares; 2025Q2: 631,963 shares; 2025Q3: not loaded; 2025Q4: 433,575 shares; 2026Q1: 436,651 shares; 2026Q2: 250,158 shares 250,158 $13.2M 2.49% -186,493 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 211,199 shares; 2026Q2: 303,249 shares 303,249 $12.4M 2.35% +92,050 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: 160,744 shares; 2024Q4: 158,149 shares; 2025Q1: 155,286 shares; 2025Q2: 150,324 shares; 2025Q3: not loaded; 2025Q4: 74,511 shares; 2026Q1: 73,085 shares; 2026Q2: 73,504 shares 73,504 $11.6M 2.2% +419 Timeline JMUB 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: 91,832 shares; 2024Q4: 100,881 shares; 2025Q1: 100,030 shares; 2025Q2: 106,948 shares; 2025Q3: not loaded; 2025Q4: 172,577 shares; 2026Q1: 198,921 shares; 2026Q2: 204,595 shares 204,595 $10.4M 1.96% +5,674 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: 34,169 shares; 2024Q4: 34,150 shares; 2025Q1: 33,560 shares; 2025Q2: 30,030 shares; 2025Q3: not loaded; 2025Q4: 29,301 shares; 2026Q1: 29,048 shares; 2026Q2: 29,028 shares 29,028 $10.3M 1.94% -20 Timeline VNQ 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 reported; 2024Q4: 2,652 shares; 2025Q1: 2,793 shares; 2025Q2: 3,132 shares; 2025Q3: not loaded; 2025Q4: 100,090 shares; 2026Q1: 101,501 shares; 2026Q2: 101,570 shares 101,570 $9.79M 1.85% +69 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: 20,480 shares; 2025Q1: 20,480 shares; 2025Q2: 20,525 shares; 2025Q3: not loaded; 2025Q4: 20,753 shares; 2026Q1: 20,933 shares; 2026Q2: 20,933 shares 20,933 $9.07M 1.71% 0 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: 30,823 shares; 2024Q4: 30,874 shares; 2025Q1: 31,164 shares; 2025Q2: 32,567 shares; 2025Q3: not loaded; 2025Q4: 34,122 shares; 2026Q1: 35,065 shares; 2026Q2: 36,497 shares 36,497 $8.7M 1.64% +1,432 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 69,054 shares; 2026Q2: 102,689 shares 102,689 $8.13M 1.54% +33,635 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: 19,481 shares; 2024Q4: 19,711 shares; 2025Q1: 19,887 shares; 2025Q2: 18,875 shares; 2025Q3: not loaded; 2025Q4: 19,787 shares; 2026Q1: 19,942 shares; 2026Q2: 20,062 shares 20,062 $7.48M 1.41% +120 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: 33,018 shares; 2024Q4: 138,644 shares; 2025Q1: 166,167 shares; 2025Q2: 169,894 shares; 2025Q3: not loaded; 2025Q4: 182,825 shares; 2026Q1: 191,743 shares; 2026Q2: 196,784 shares 196,784 $6.66M 1.26% +5,041 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: 5,006 shares; 2024Q4: 5,308 shares; 2025Q1: 5,315 shares; 2025Q2: 5,230 shares; 2025Q3: not loaded; 2025Q4: 5,149 shares; 2026Q1: 4,957 shares; 2026Q2: 4,989 shares 4,989 $5.98M 1.13% +32 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: 14,748 shares; 2024Q4: 14,748 shares; 2025Q1: 14,748 shares; 2025Q2: 14,748 shares; 2025Q3: not loaded; 2025Q4: 30,196 shares; 2026Q1: 30,298 shares; 2026Q2: 30,216 shares 30,216 $5.76M 1.09% -82 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,741 shares; 2025Q3: not loaded; 2025Q4: 219,909 shares; 2026Q1: 198,512 shares; 2026Q2: 208,098 shares 208,098 $5.38M 1.02% +9,586 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: 21,509 shares; 2024Q4: 21,834 shares; 2025Q1: 21,977 shares; 2025Q2: 21,412 shares; 2025Q3: not loaded; 2025Q4: 19,963 shares; 2026Q1: 20,016 shares; 2026Q2: 20,064 shares 20,064 $5.05M 0.95% +48 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: 35,689 shares; 2024Q4: 37,192 shares; 2025Q1: 39,096 shares; 2025Q2: 40,721 shares; 2025Q3: not loaded; 2025Q4: 38,301 shares; 2026Q1: 36,763 shares; 2026Q2: 36,177 shares 36,177 $4.95M 0.93% -586 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: 20,706 shares; 2024Q4: 20,665 shares; 2025Q1: 20,906 shares; 2025Q2: 19,724 shares; 2025Q3: not loaded; 2025Q4: 21,128 shares; 2026Q1: 21,236 shares; 2026Q2: 22,661 shares 22,661 $4.53M 0.86% +1,425 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: 5,972 shares; 2024Q4: 5,973 shares; 2025Q1: 6,152 shares; 2025Q2: 5,978 shares; 2025Q3: not loaded; 2025Q4: 5,983 shares; 2026Q1: 4,065 shares; 2026Q2: 4,025 shares 4,025 $4.29M 0.81% -40 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: 5,931 shares; 2024Q4: 5,943 shares; 2025Q1: 6,126 shares; 2025Q2: 5,943 shares; 2025Q3: not loaded; 2025Q4: 6,262 shares; 2026Q1: 5,706 shares; 2026Q2: 5,706 shares 5,706 $4.2M 0.79% 0 Timeline DEXC 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: 185,898 shares; 2025Q1: 124,019 shares; 2025Q2: 194,051 shares; 2025Q3: not loaded; 2025Q4: 216,004 shares; 2026Q1: 211,426 shares; 2026Q2: 50,419 shares 50,419 $4.17M 0.79% -161,007 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,452 shares; 2024Q4: 12,601 shares; 2025Q1: 13,274 shares; 2025Q2: 12,754 shares; 2025Q3: not loaded; 2025Q4: 12,412 shares; 2026Q1: 12,778 shares; 2026Q2: 11,515 shares 11,515 $4.12M 0.78% -1,263 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: 12,013 shares; 2024Q4: 11,991 shares; 2025Q1: 11,946 shares; 2025Q2: 11,578 shares; 2025Q3: not loaded; 2025Q4: 11,400 shares; 2026Q1: 11,210 shares; 2026Q2: 11,238 shares 11,238 $3.86M 0.73% +28 Timeline VDE 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: 35,117 shares; 2024Q4: 34,883 shares; 2025Q1: 34,418 shares; 2025Q2: 34,755 shares; 2025Q3: not loaded; 2025Q4: 35,558 shares; 2026Q1: 25,766 shares; 2026Q2: 25,412 shares 25,412 $3.82M 0.72% -354 Timeline SPYG 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: 21,678 shares; 2024Q4: 23,435 shares; 2025Q1: 28,181 shares; 2025Q2: 28,185 shares; 2025Q3: not loaded; 2025Q4: 29,726 shares; 2026Q1: 30,030 shares; 2026Q2: 30,505 shares 30,505 $3.63M 0.69% +475 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: 20,103 shares; 2024Q4: 19,304 shares; 2025Q1: 20,618 shares; 2025Q2: 16,249 shares; 2025Q3: not loaded; 2025Q4: 18,440 shares; 2026Q1: 18,704 shares; 2026Q2: 18,824 shares 18,824 $3.41M 0.64% +120 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: 9,306 shares; 2024Q4: 9,305 shares; 2025Q1: 9,295 shares; 2025Q2: 9,238 shares; 2025Q3: not loaded; 2025Q4: 9,227 shares; 2026Q1: 9,220 shares; 2026Q2: 9,197 shares 9,197 $3.24M 0.61% -23 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: 16,070 shares; 2024Q4: 15,962 shares; 2025Q1: 15,888 shares; 2025Q2: 17,248 shares; 2025Q3: not loaded; 2025Q4: 17,209 shares; 2026Q1: 17,031 shares; 2026Q2: 16,926 shares 16,926 $3.21M 0.61% -105 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: 26,827 shares; 2024Q4: 25,307 shares; 2025Q1: 29,949 shares; 2025Q2: 30,804 shares; 2025Q3: not loaded; 2025Q4: 24,587 shares; 2026Q1: 24,353 shares; 2026Q2: 22,412 shares 22,412 $3.13M 0.59% -1,941 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,949 shares; 2024Q4: 67,999 shares; 2025Q1: 65,190 shares; 2025Q2: 64,670 shares; 2025Q3: not loaded; 2025Q4: 53,527 shares; 2026Q1: 51,935 shares; 2026Q2: 51,526 shares 51,526 $3.11M 0.59% -409 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: 10,645 shares; 2024Q4: 10,589 shares; 2025Q1: 10,425 shares; 2025Q2: 9,484 shares; 2025Q3: not loaded; 2025Q4: 8,884 shares; 2026Q1: 9,474 shares; 2026Q2: 9,490 shares 9,490 $3.11M 0.59% +16 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: 15,533 shares; 2024Q4: 16,743 shares; 2025Q1: 16,678 shares; 2025Q2: 17,225 shares; 2025Q3: not loaded; 2025Q4: 17,687 shares; 2026Q1: 18,607 shares; 2026Q2: 17,744 shares 17,744 $2.94M 0.56% -863 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,450 shares; 2024Q4: 15,662 shares; 2025Q1: 15,879 shares; 2025Q2: 14,595 shares; 2025Q3: not loaded; 2025Q4: 14,207 shares; 2026Q1: 14,227 shares; 2026Q2: 14,230 shares 14,230 $2.63M 0.5% +3 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: 1,250 shares; 2024Q4: 1,282 shares; 2025Q1: 1,303 shares; 2025Q2: 1,313 shares; 2025Q3: not loaded; 2025Q4: 1,310 shares; 2026Q1: 1,314 shares; 2026Q2: 1,305 shares 1,305 $2.6M 0.49% -9 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,880 shares; 2024Q4: 47,059 shares; 2025Q1: 48,042 shares; 2025Q2: 51,185 shares; 2025Q3: not loaded; 2025Q4: 53,295 shares; 2026Q1: 52,096 shares; 2026Q2: 57,518 shares 57,518 $2.44M 0.46% +5,422 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,866 shares; 2024Q4: 26,738 shares; 2025Q1: 28,539 shares; 2025Q2: 27,014 shares; 2025Q3: not loaded; 2025Q4: 30,321 shares; 2026Q1: 30,140 shares; 2026Q2: 32,126 shares 32,126 $2.31M 0.44% +1,986 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: 27,014 shares; 2024Q4: 27,014 shares; 2025Q1: 27,294 shares; 2025Q2: 27,144 shares; 2025Q3: not loaded; 2025Q4: 25,924 shares; 2026Q1: 30,036 shares; 2026Q2: 30,036 shares 30,036 $2.28M 0.43% 0 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: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,290 shares; 2025Q2: 3,290 shares; 2025Q3: not loaded; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares; 2026Q2: 3,290 shares 3,290 $2.16M 0.41% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,755 shares; 2024Q4: 8,850 shares; 2025Q1: 8,805 shares; 2025Q2: 8,250 shares; 2025Q3: not loaded; 2025Q4: 8,503 shares; 2026Q1: 8,544 shares; 2026Q2: 8,610 shares 8,610 $2.04M 0.39% +66 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,295 shares; 2024Q4: 5,111 shares; 2025Q1: 5,095 shares; 2025Q2: 5,013 shares; 2025Q3: not loaded; 2025Q4: 5,033 shares; 2026Q1: 5,039 shares; 2026Q2: 5,039 shares 5,039 $1.95M 0.37% 0 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: 6,117 shares; 2024Q4: 6,117 shares; 2025Q1: 6,115 shares; 2025Q2: 6,086 shares; 2025Q3: not loaded; 2025Q4: 6,105 shares; 2026Q1: 6,105 shares; 2026Q2: 6,108 shares 6,108 $1.92M 0.36% +3 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: 9,211 shares; 2024Q4: 10,705 shares; 2025Q1: 10,781 shares; 2025Q2: 10,072 shares; 2025Q3: not loaded; 2025Q4: 8,722 shares; 2026Q1: 7,324 shares; 2026Q2: 7,437 shares 7,437 $1.89M 0.36% +113 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,757 shares; 2024Q4: 8,190 shares; 2025Q1: 7,025 shares; 2025Q2: 4,919 shares; 2025Q3: not loaded; 2025Q4: 16,022 shares; 2026Q1: 15,016 shares; 2026Q2: 14,835 shares 14,835 $1.87M 0.35% -181 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: 17,099 shares; 2024Q4: 17,253 shares; 2025Q1: 17,484 shares; 2025Q2: 15,060 shares; 2025Q3: not loaded; 2025Q4: 15,005 shares; 2026Q1: 15,418 shares; 2026Q2: 15,422 shares 15,422 $1.81M 0.34% +4 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: 4,046 shares; 2024Q4: 4,543 shares; 2025Q1: 4,943 shares; 2025Q2: 5,295 shares; 2025Q3: not loaded; 2025Q4: 5,356 shares; 2026Q1: 4,900 shares; 2026Q2: 4,952 shares 4,952 $1.79M 0.34% +52 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,471 shares; 2024Q4: 2,442 shares; 2025Q1: 3,983 shares; 2025Q2: 3,532 shares; 2025Q3: not loaded; 2025Q4: 2,834 shares; 2026Q1: 2,741 shares; 2026Q2: 3,064 shares 3,064 $1.78M 0.34% +323 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: 12,714 shares; 2024Q4: 12,454 shares; 2025Q1: 12,755 shares; 2025Q2: 11,939 shares; 2025Q3: not loaded; 2025Q4: 12,657 shares; 2026Q1: 13,376 shares; 2026Q2: 13,268 shares 13,268 $1.7M 0.32% -108 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: 3,256 shares; 2024Q4: 3,299 shares; 2025Q1: 3,254 shares; 2025Q2: 3,331 shares; 2025Q3: not loaded; 2025Q4: 3,142 shares; 2026Q1: 3,090 shares; 2026Q2: 3,004 shares 3,004 $1.69M 0.32% -86 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: 4,911 shares; 2024Q4: 4,669 shares; 2025Q1: 4,414 shares; 2025Q2: 4,260 shares; 2025Q3: not loaded; 2025Q4: 4,481 shares; 2026Q1: 4,541 shares; 2026Q2: 4,416 shares 4,416 $1.67M 0.32% -125 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: 2,234 shares; 2024Q4: 2,229 shares; 2025Q1: 2,136 shares; 2025Q2: 2,105 shares; 2025Q3: not loaded; 2025Q4: 1,757 shares; 2026Q1: 1,783 shares; 2026Q2: 1,743 shares 1,743 $1.63M 0.31% -40 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,847 shares; 2024Q4: 36,365 shares; 2025Q1: 36,693 shares; 2025Q2: 35,513 shares; 2025Q3: not loaded; 2025Q4: 39,689 shares; 2026Q1: 38,249 shares; 2026Q2: 39,373 shares 39,373 $1.51M 0.29% +1,124 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: 5,218 shares; 2024Q4: 5,221 shares; 2025Q1: 5,194 shares; 2025Q2: 4,949 shares; 2025Q3: not loaded; 2025Q4: 4,543 shares; 2026Q1: 4,562 shares; 2026Q2: 5,088 shares 5,088 $1.43M 0.27% +526 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: 91,433 shares; 2024Q4: 88,358 shares; 2025Q1: 84,659 shares; 2025Q2: 74,963 shares; 2025Q3: not loaded; 2025Q4: 64,430 shares; 2026Q1: 68,854 shares; 2026Q2: 67,775 shares 67,775 $1.4M 0.27% -1,079 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,328 shares; 2024Q4: 11,432 shares; 2025Q1: 10,258 shares; 2025Q2: 9,845 shares; 2025Q3: not loaded; 2025Q4: 9,257 shares; 2026Q1: 9,113 shares; 2026Q2: 9,500 shares 9,500 $1.39M 0.26% +387 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: 10,090 shares; 2024Q4: 10,527 shares; 2025Q1: 10,772 shares; 2025Q2: 11,032 shares; 2025Q3: not loaded; 2025Q4: 11,738 shares; 2026Q1: 13,213 shares; 2026Q2: 13,213 shares 13,213 $1.37M 0.26% 0 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: 4,745 shares; 2024Q4: 4,748 shares; 2025Q1: 4,707 shares; 2025Q2: 4,684 shares; 2025Q3: not loaded; 2025Q4: 2,910 shares; 2026Q1: 2,762 shares; 2026Q2: 2,730 shares 2,730 $1.37M 0.26% -32 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,064 shares; 2024Q4: 27,032 shares; 2025Q1: 29,861 shares; 2025Q2: 30,445 shares; 2025Q3: not loaded; 2025Q4: 30,312 shares; 2026Q1: 32,003 shares; 2026Q2: 33,273 shares 33,273 $1.37M 0.26% +1,270 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,433 shares; 2024Q4: 1,382 shares; 2025Q1: 1,381 shares; 2025Q2: 1,505 shares; 2025Q3: not loaded; 2025Q4: 1,729 shares; 2026Q1: 1,839 shares; 2026Q2: 1,761 shares 1,761 $1.34M 0.25% -78 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,399 shares; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,399 shares; 2025Q3: not loaded; 2025Q4: 3,399 shares; 2026Q1: 3,399 shares; 2026Q2: 3,399 shares 3,399 $1.34M 0.25% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,145 shares; 2024Q4: 8,145 shares; 2025Q1: 8,145 shares; 2025Q2: 8,224 shares; 2025Q3: not loaded; 2025Q4: 8,449 shares; 2026Q1: 8,430 shares; 2026Q2: 8,437 shares 8,437 $1.32M 0.25% +7 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,376 shares; 2024Q4: 4,386 shares; 2025Q1: 4,396 shares; 2025Q2: 4,504 shares; 2025Q3: not loaded; 2025Q4: 4,600 shares; 2026Q1: 4,631 shares; 2026Q2: 4,531 shares 4,531 $1.32M 0.25% -100 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: 3,848 shares; 2024Q4: 3,885 shares; 2025Q1: 3,832 shares; 2025Q2: 4,024 shares; 2025Q3: not loaded; 2025Q4: 4,639 shares; 2026Q1: 4,128 shares; 2026Q2: 4,331 shares 4,331 $1.29M 0.24% +203 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: 20,508 shares; 2024Q4: 20,183 shares; 2025Q1: 20,833 shares; 2025Q2: 19,260 shares; 2025Q3: not loaded; 2025Q4: 20,570 shares; 2026Q1: 21,225 shares; 2026Q2: 21,395 shares 21,395 $1.28M 0.24% +170 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,465 shares; 2024Q4: 3,514 shares; 2025Q1: 3,454 shares; 2025Q2: 3,479 shares; 2025Q3: not loaded; 2025Q4: 3,930 shares; 2026Q1: 4,137 shares; 2026Q2: 4,630 shares 4,630 $1.21M 0.23% +493 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: 9,497 shares; 2024Q4: 9,867 shares; 2025Q1: 10,939 shares; 2025Q2: 11,542 shares; 2025Q3: not loaded; 2025Q4: 12,559 shares; 2026Q1: 11,569 shares; 2026Q2: 11,662 shares 11,662 $1.19M 0.23% +93 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: 3,341 shares; 2024Q4: 3,341 shares; 2025Q1: 2,959 shares; 2025Q2: 2,959 shares; 2025Q3: not loaded; 2025Q4: 2,959 shares; 2026Q1: 3,143 shares; 2026Q2: 3,149 shares 3,149 $1.17M 0.22% +6 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: 11,487 shares; 2024Q4: 11,406 shares; 2025Q1: 11,105 shares; 2025Q2: 10,872 shares; 2025Q3: not loaded; 2025Q4: 10,072 shares; 2026Q1: 10,191 shares; 2026Q2: 10,175 shares 10,175 $1.15M 0.22% -16 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,703 shares; 2024Q4: 21,210 shares; 2025Q1: 19,648 shares; 2025Q2: 14,005 shares; 2025Q3: not loaded; 2025Q4: 23,109 shares; 2026Q1: 20,394 shares; 2026Q2: 19,945 shares 19,945 $1.15M 0.22% -449 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,242 shares; 2024Q4: 20,410 shares; 2025Q1: 20,441 shares; 2025Q2: 20,247 shares; 2025Q3: not loaded; 2025Q4: 21,529 shares; 2026Q1: 19,965 shares; 2026Q2: 20,737 shares 20,737 $1.12M 0.21% +772 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: 2,823 shares; 2024Q4: 2,757 shares; 2025Q1: 2,757 shares; 2025Q2: 3,289 shares; 2025Q3: not loaded; 2025Q4: 2,412 shares; 2026Q1: 2,844 shares; 2026Q2: 2,681 shares 2,681 $1.11M 0.21% -163 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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 loaded; 2025Q4: 14,075 shares; 2026Q1: 14,404 shares; 2026Q2: 13,689 shares 13,689 $1.06M 0.2% -715 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,981 shares; 2024Q4: 2,392 shares; 2025Q1: 2,666 shares; 2025Q2: 3,394 shares; 2025Q3: not loaded; 2025Q4: 4,584 shares; 2026Q1: 4,859 shares; 2026Q2: 5,001 shares 5,001 $1.06M 0.2% +142 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,788 shares; 2024Q4: 4,013 shares; 2025Q1: 3,625 shares; 2025Q2: 3,512 shares; 2025Q3: not loaded; 2025Q4: 3,621 shares; 2026Q1: 4,681 shares; 2026Q2: 4,684 shares 4,684 $1.01M 0.19% +3 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: 11,711 shares; 2024Q4: 11,433 shares; 2025Q1: 12,118 shares; 2025Q2: 12,146 shares; 2025Q3: not loaded; 2025Q4: 11,227 shares; 2026Q1: 12,113 shares; 2026Q2: 12,030 shares 12,030 $994K 0.19% -83 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: 4,676 shares; 2024Q4: 4,262 shares; 2025Q1: 4,942 shares; 2025Q2: 5,863 shares; 2025Q3: not loaded; 2025Q4: 5,386 shares; 2026Q1: 9,237 shares; 2026Q2: 9,109 shares 9,109 $979K 0.19% -128 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,735 shares; 2024Q4: 1,670 shares; 2025Q1: 1,713 shares; 2025Q2: 1,770 shares; 2025Q3: not loaded; 2025Q4: 1,713 shares; 2026Q1: 1,708 shares; 2026Q2: 1,879 shares 1,879 $957K 0.18% +171 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,358 shares; 2024Q4: 5,342 shares; 2025Q1: 5,648 shares; 2025Q2: 7,054 shares; 2025Q3: not loaded; 2025Q4: 6,555 shares; 2026Q1: 5,904 shares; 2026Q2: 5,882 shares 5,882 $921K 0.17% -22 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,310 shares; 2024Q4: 8,725 shares; 2025Q1: 9,125 shares; 2025Q2: 9,125 shares; 2025Q3: not loaded; 2025Q4: 9,203 shares; 2026Q1: 8,953 shares; 2026Q2: 8,953 shares 8,953 $916K 0.17% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,954 shares; 2024Q4: 14,074 shares; 2025Q1: 15,500 shares; 2025Q2: 16,752 shares; 2025Q3: not loaded; 2025Q4: 18,394 shares; 2026Q1: 15,408 shares; 2026Q2: 14,726 shares 14,726 $912K 0.17% -682 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: 7,946 shares; 2024Q4: 7,897 shares; 2025Q1: 7,798 shares; 2025Q2: 7,096 shares; 2025Q3: not loaded; 2025Q4: 6,213 shares; 2026Q1: 6,579 shares; 2026Q2: 6,201 shares 6,201 $909K 0.17% -378 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: 1,236 shares; 2024Q4: 1,170 shares; 2025Q1: 1,004 shares; 2025Q2: 962 shares; 2025Q3: not loaded; 2025Q4: 9,369 shares; 2026Q1: 10,939 shares; 2026Q2: 12,465 shares 12,465 $890K 0.17% +1,526 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: 880 shares; 2024Q4: 962 shares; 2025Q1: 980 shares; 2025Q2: 1,017 shares; 2025Q3: not loaded; 2025Q4: 1,172 shares; 2026Q1: 1,172 shares; 2026Q2: 1,187 shares 1,187 $887K 0.17% +15 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 241,598 shares; 2024Q4: 239,947 shares; 2025Q1: 258,252 shares; 2025Q2: 55,173 shares; 2025Q3: not loaded; 2025Q4: 10,442 shares; 2026Q1: 10,714 shares; 2026Q2: 10,779 shares 10,779 $856K 0.16% +65 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: 1,119 shares; 2024Q4: 2,202 shares; 2025Q1: 2,202 shares; 2025Q2: 2,224 shares; 2025Q3: not loaded; 2025Q4: 2,451 shares; 2026Q1: 2,588 shares; 2026Q2: 2,450 shares 2,450 $835K 0.16% -138 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 reported; 2024Q4: 1,111 shares; 2025Q1: not reported; 2025Q2: 1,023 shares; 2025Q3: not loaded; 2025Q4: 1,265 shares; 2026Q1: 1,712 shares; 2026Q2: 1,749 shares 1,749 $835K 0.16% +37 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,194 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,981 shares; 2025Q3: not loaded; 2025Q4: 11,908 shares; 2026Q1: 12,455 shares; 2026Q2: 13,382 shares 13,382 $826K 0.16% +927 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,036 shares; 2024Q4: 10,691 shares; 2025Q1: 10,080 shares; 2025Q2: 9,820 shares; 2025Q3: not loaded; 2025Q4: 8,959 shares; 2026Q1: 13,476 shares; 2026Q2: 11,297 shares 11,297 $811K 0.15% -2,179 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,556 shares; 2025Q3: not loaded; 2025Q4: 93,690 shares; 2026Q1: 108,906 shares; 2026Q2: 113,772 shares 113,772 $811K 0.15% +4,866 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: 2,220 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,170 shares; 2025Q3: not loaded; 2025Q4: 2,122 shares; 2026Q1: 2,122 shares; 2026Q2: 2,187 shares 2,187 $806K 0.15% +65 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,072 shares; 2024Q4: 7,180 shares; 2025Q1: 7,581 shares; 2025Q2: 7,013 shares; 2025Q3: not loaded; 2025Q4: 8,210 shares; 2026Q1: 8,232 shares; 2026Q2: 8,152 shares 8,152 $801K 0.15% -80 Timeline VIGI 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: 7,720 shares; 2024Q4: 7,720 shares; 2025Q1: 7,720 shares; 2025Q2: 7,783 shares; 2025Q3: not loaded; 2025Q4: 10,769 shares; 2026Q1: 10,046 shares; 2026Q2: 8,477 shares 8,477 $792K 0.15% -1,569 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: 1,409 shares; 2024Q4: 1,473 shares; 2025Q1: 1,494 shares; 2025Q2: 1,498 shares; 2025Q3: not loaded; 2025Q4: 1,653 shares; 2026Q1: 1,528 shares; 2026Q2: 9,166 shares 9,166 $790K 0.15% +7,638 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,040 shares; 2024Q4: 7,227 shares; 2025Q1: 7,431 shares; 2025Q2: 6,758 shares; 2025Q3: not loaded; 2025Q4: 6,360 shares; 2026Q1: 6,356 shares; 2026Q2: 6,201 shares 6,201 $785K 0.15% -155 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,189,488 shares; 2025Q2: 1,609,862 shares; 2025Q3: not loaded; 2025Q4: 49,023 shares; 2026Q1: 32,188 shares; 2026Q2: 30,588 shares 30,588 $783K 0.15% -1,600 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,129 shares; 2024Q4: 7,073 shares; 2025Q1: 9,008 shares; 2025Q2: 9,384 shares; 2025Q3: not loaded; 2025Q4: 10,902 shares; 2026Q1: 12,305 shares; 2026Q2: 12,287 shares 12,287 $773K 0.15% -18 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 505 shares; 2025Q2: 775 shares; 2025Q3: not loaded; 2025Q4: 775 shares; 2026Q1: 805 shares; 2026Q2: 6,440 shares 6,440 $770K 0.15% +5,635 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 10,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $747K 0.14% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,282 shares; 2024Q4: 9,922 shares; 2025Q1: 10,032 shares; 2025Q2: 8,781 shares; 2025Q3: not loaded; 2025Q4: 7,849 shares; 2026Q1: 7,847 shares; 2026Q2: 7,697 shares 7,697 $737K 0.14% -150 Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR 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 loaded; 2025Q4: not reported; 2026Q1: 71,709 shares; 2026Q2: 192,533 shares 192,533 $716K 0.14% +120,824 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: 1,871 shares; 2024Q4: 2,033 shares; 2025Q1: 2,057 shares; 2025Q2: 2,680 shares; 2025Q3: not loaded; 2025Q4: 2,679 shares; 2026Q1: 2,715 shares; 2026Q2: 2,612 shares 2,612 $710K 0.13% -103 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,475 shares; 2024Q4: 5,528 shares; 2025Q1: 5,464 shares; 2025Q2: 5,607 shares; 2025Q3: not loaded; 2025Q4: 5,889 shares; 2026Q1: 6,065 shares; 2026Q2: 6,065 shares 6,065 $708K 0.13% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 8,023 shares; 2026Q1: 9,680 shares; 2026Q2: 9,030 shares 9,030 $704K 0.13% -650 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,837 shares; 2026Q1: 2,787 shares; 2026Q2: 4,372 shares 4,372 $694K 0.13% +1,585 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,071 shares; 2024Q4: 3,347 shares; 2025Q1: 4,368 shares; 2025Q2: 7,637 shares; 2025Q3: not loaded; 2025Q4: 11,307 shares; 2026Q1: 7,394 shares; 2026Q2: 7,825 shares 7,825 $680K 0.13% +431 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: 10,644 shares; 2024Q4: 11,093 shares; 2025Q1: 11,111 shares; 2025Q2: 10,276 shares; 2025Q3: not loaded; 2025Q4: 10,288 shares; 2026Q1: 9,988 shares; 2026Q2: 8,260 shares 8,260 $671K 0.13% -1,728 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not loaded; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $664K 0.13% 0 Timeline CPLB NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,670 shares; 2024Q4: 26,815 shares; 2025Q1: 28,581 shares; 2025Q2: 29,864 shares; 2025Q3: not loaded; 2025Q4: 25,120 shares; 2026Q1: 29,395 shares; 2026Q2: 31,674 shares 31,674 $662K 0.13% +2,279 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 228,605 shares; 2024Q4: 183,132 shares; 2025Q1: 9,586 shares; 2025Q2: 5,888 shares; 2025Q3: not loaded; 2025Q4: 9,483 shares; 2026Q1: 8,025 shares; 2026Q2: 8,593 shares 8,593 $659K 0.12% +568 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,813 shares; 2024Q4: 7,584 shares; 2025Q1: 8,967 shares; 2025Q2: 8,922 shares; 2025Q3: not loaded; 2025Q4: 9,050 shares; 2026Q1: 7,483 shares; 2026Q2: 7,886 shares 7,886 $654K 0.12% +403 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: 6,723 shares; 2024Q4: 6,773 shares; 2025Q1: 6,364 shares; 2025Q2: 6,349 shares; 2025Q3: not loaded; 2025Q4: 6,370 shares; 2026Q1: 6,382 shares; 2026Q2: 6,352 shares 6,352 $613K 0.12% -30 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,711 shares; 2024Q4: 12,928 shares; 2025Q1: 13,189 shares; 2025Q2: 13,457 shares; 2025Q3: not loaded; 2025Q4: 12,308 shares; 2026Q1: 14,103 shares; 2026Q2: 14,344 shares 14,344 $612K 0.12% +241 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T 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 loaded; 2025Q4: not reported; 2026Q1: 24,716 shares; 2026Q2: 23,640 shares 23,640 $608K 0.11% -1,076 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 4,596 shares; 2025Q1: 4,553 shares; 2025Q2: 5,163 shares; 2025Q3: not loaded; 2025Q4: 4,694 shares; 2026Q1: 4,600 shares; 2026Q2: 4,479 shares 4,479 $606K 0.11% -121 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,927 shares; 2024Q4: 1,927 shares; 2025Q1: 1,927 shares; 2025Q2: 1,927 shares; 2025Q3: not loaded; 2025Q4: 1,707 shares; 2026Q1: 1,884 shares; 2026Q2: 1,787 shares 1,787 $604K 0.11% -97 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,276 shares; 2026Q1: 2,873 shares; 2026Q2: 7,713 shares 7,713 $603K 0.11% +4,840 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,900 shares; 2024Q4: 13,308 shares; 2025Q1: 14,636 shares; 2025Q2: 14,003 shares; 2025Q3: not loaded; 2025Q4: 12,678 shares; 2026Q1: 11,505 shares; 2026Q2: 11,579 shares 11,579 $600K 0.11% +74 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,830 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,660 shares; 2025Q3: not loaded; 2025Q4: 6,600 shares; 2026Q1: 6,990 shares; 2026Q2: 5,215 shares 5,215 $598K 0.11% -1,775 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: 1,176 shares; 2024Q4: 1,176 shares; 2025Q1: 1,175 shares; 2025Q2: 1,174 shares; 2025Q3: not loaded; 2025Q4: 1,140 shares; 2026Q1: 1,127 shares; 2026Q2: 1,154 shares 1,154 $593K 0.11% +27 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,743 shares; 2024Q4: 9,765 shares; 2025Q1: 8,802 shares; 2025Q2: 8,802 shares; 2025Q3: not loaded; 2025Q4: 8,903 shares; 2026Q1: 8,898 shares; 2026Q2: 8,898 shares 8,898 $590K 0.11% 0 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: 1,766 shares; 2025Q3: not loaded; 2025Q4: 1,106 shares; 2026Q1: 819 shares; 2026Q2: 509 shares 509 $588K 0.11% -310 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: 2,200 shares; 2024Q4: 2,026 shares; 2025Q1: 2,033 shares; 2025Q2: 2,710 shares; 2025Q3: not loaded; 2025Q4: 2,710 shares; 2026Q1: 2,671 shares; 2026Q2: 2,381 shares 2,381 $586K 0.11% -290 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,668 shares; 2024Q4: 9,746 shares; 2025Q1: 9,482 shares; 2025Q2: 9,287 shares; 2025Q3: not loaded; 2025Q4: 6,353 shares; 2026Q1: 6,253 shares; 2026Q2: 5,076 shares 5,076 $584K 0.11% -1,177 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,015 shares; 2025Q3: not loaded; 2025Q4: 7,963 shares; 2026Q1: 7,910 shares; 2026Q2: 8,038 shares 8,038 $554K 0.1% +128 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 6,710 shares; 2026Q1: 8,482 shares; 2026Q2: 8,875 shares 8,875 $534K 0.1% +393 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,769 shares; 2024Q4: 15,963 shares; 2025Q1: 18,110 shares; 2025Q2: 19,228 shares; 2025Q3: not loaded; 2025Q4: 19,628 shares; 2026Q1: 20,888 shares; 2026Q2: 21,987 shares 21,987 $529K 0.1% +1,099 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,809 shares; 2024Q4: 14,502 shares; 2025Q1: 14,653 shares; 2025Q2: 13,761 shares; 2025Q3: not loaded; 2025Q4: 14,048 shares; 2026Q1: 13,729 shares; 2026Q2: 14,076 shares 14,076 $517K 0.1% +347 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,965 shares; 2025Q3: not loaded; 2025Q4: 8,164 shares; 2026Q1: 9,934 shares; 2026Q2: 10,627 shares 10,627 $505K 0.1% +693 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,699 shares; 2024Q4: 19,457 shares; 2025Q1: 19,308 shares; 2025Q2: 19,219 shares; 2025Q3: not loaded; 2025Q4: 19,243 shares; 2026Q1: 16,158 shares; 2026Q2: 15,634 shares 15,634 $500K 0.09% -524 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: not reported; 2024Q4: not reported; 2025Q1: 703 shares; 2025Q2: 394 shares; 2025Q3: not loaded; 2025Q4: 658 shares; 2026Q1: 682 shares; 2026Q2: 692 shares 692 $487K 0.09% +10 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,134 shares; 2024Q4: 6,282 shares; 2025Q1: 7,092 shares; 2025Q2: 6,002 shares; 2025Q3: not loaded; 2025Q4: 8,532 shares; 2026Q1: 8,312 shares; 2026Q2: 8,352 shares 8,352 $482K 0.09% +40 Timeline URA 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: 9,729 shares; 2024Q4: 10,115 shares; 2025Q1: 9,715 shares; 2025Q2: 9,700 shares; 2025Q3: not loaded; 2025Q4: 10,300 shares; 2026Q1: 10,175 shares; 2026Q2: 10,922 shares 10,922 $477K 0.09% +747 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,845 shares; 2025Q2: 1,874 shares; 2025Q3: not loaded; 2025Q4: 2,292 shares; 2026Q1: 3,010 shares; 2026Q2: 4,003 shares 4,003 $473K 0.09% +993 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,721 shares; 2026Q2: 2,886 shares 2,886 $472K 0.09% +165 Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 507 shares; 2025Q1: 506 shares; 2025Q2: 534 shares; 2025Q3: not loaded; 2025Q4: 506 shares; 2026Q1: 506 shares; 2026Q2: 506 shares 506 $469K 0.09% 0 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 loaded; 2025Q4: 784 shares; 2026Q1: 710 shares; 2026Q2: 649 shares 649 $469K 0.09% -61 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,245 shares; 2024Q4: 2,245 shares; 2025Q1: 2,245 shares; 2025Q2: 2,196 shares; 2025Q3: not loaded; 2025Q4: 2,196 shares; 2026Q1: 2,203 shares; 2026Q2: 2,175 shares 2,175 $461K 0.09% -28 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,747 shares; 2024Q4: 11,591 shares; 2025Q1: 12,920 shares; 2025Q2: 11,827 shares; 2025Q3: not loaded; 2025Q4: 11,259 shares; 2026Q1: 11,332 shares; 2026Q2: 12,660 shares 12,660 $460K 0.09% +1,328 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,645 shares; 2025Q1: 1,642 shares; 2025Q2: 2,405 shares; 2025Q3: not loaded; 2025Q4: 2,872 shares; 2026Q1: 3,576 shares; 2026Q2: 4,180 shares 4,180 $459K 0.09% +604 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,110 shares; 2024Q4: 4,055 shares; 2025Q1: 4,031 shares; 2025Q2: 4,070 shares; 2025Q3: not loaded; 2025Q4: 3,580 shares; 2026Q1: 3,319 shares; 2026Q2: 4,013 shares 4,013 $458K 0.09% +694 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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 loaded; 2025Q4: not reported; 2026Q1: 12,181 shares; 2026Q2: 10,527 shares 10,527 $456K 0.09% -1,654 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: 8,068 shares; 2024Q4: 8,291 shares; 2025Q1: 8,466 shares; 2025Q2: 8,287 shares; 2025Q3: not loaded; 2025Q4: 8,617 shares; 2026Q1: 8,172 shares; 2026Q2: 7,966 shares 7,966 $454K 0.09% -206 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 reported; 2024Q4: 820 shares; 2025Q1: 976 shares; 2025Q2: 1,146 shares; 2025Q3: not loaded; 2025Q4: 1,068 shares; 2026Q1: 1,045 shares; 2026Q2: 1,058 shares 1,058 $445K 0.08% +13 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,343 shares; 2026Q2: 2,343 shares 2,343 $444K 0.08% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,354 shares; 2026Q2: 3,781 shares 3,781 $442K 0.08% +427 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: 4,253 shares; 2024Q4: 4,462 shares; 2025Q1: 4,418 shares; 2025Q2: 4,356 shares; 2025Q3: not loaded; 2025Q4: 4,076 shares; 2026Q1: 3,139 shares; 2026Q2: 3,119 shares 3,119 $436K 0.08% -20 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,455 shares; 2025Q1: 20,385 shares; 2025Q2: 11,071 shares; 2025Q3: not loaded; 2025Q4: 33,925 shares; 2026Q1: 55,116 shares; 2026Q2: 53,698 shares 53,698 $435K 0.08% -1,418 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,284 shares; 2024Q4: 5,284 shares; 2025Q1: 5,836 shares; 2025Q2: 5,561 shares; 2025Q3: not loaded; 2025Q4: 5,395 shares; 2026Q1: 5,869 shares; 2026Q2: 5,669 shares 5,669 $431K 0.08% -200 Timeline FLBL 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 reported; 2024Q4: 839,508 shares; 2025Q1: 1,518,039 shares; 2025Q2: 1,539,692 shares; 2025Q3: not loaded; 2025Q4: 25,168 shares; 2026Q1: 19,206 shares; 2026Q2: 18,675 shares 18,675 $428K 0.08% -531 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,833 shares; 2024Q4: 2,822 shares; 2025Q1: 2,822 shares; 2025Q2: 2,847 shares; 2025Q3: not loaded; 2025Q4: 3,067 shares; 2026Q1: 3,098 shares; 2026Q2: 3,098 shares 3,098 $420K 0.08% 0 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: 18,845 shares; 2024Q4: 17,214 shares; 2025Q1: 16,477 shares; 2025Q2: 16,911 shares; 2025Q3: not loaded; 2025Q4: 15,491 shares; 2026Q1: 16,963 shares; 2026Q2: 17,030 shares 17,030 $418K 0.08% +67 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,628 shares; 2024Q4: 3,374 shares; 2025Q1: 3,397 shares; 2025Q2: 3,370 shares; 2025Q3: not loaded; 2025Q4: 2,941 shares; 2026Q1: 2,804 shares; 2026Q2: 2,907 shares 2,907 $416K 0.08% +103 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: 624 shares; 2024Q4: 624 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: not loaded; 2025Q4: 411 shares; 2026Q1: 436 shares; 2026Q2: 411 shares 411 $416K 0.08% -25 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,085 shares; 2026Q2: 7,820 shares 7,820 $415K 0.08% +2,735 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: 5,417 shares; 2025Q1: 6,617 shares; 2025Q2: 6,617 shares; 2025Q3: not loaded; 2025Q4: 5,302 shares; 2026Q1: 5,577 shares; 2026Q2: 7,892 shares 7,892 $409K 0.08% +2,315 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,018 shares; 2024Q4: 4,018 shares; 2025Q1: 3,991 shares; 2025Q2: 3,969 shares; 2025Q3: not loaded; 2025Q4: 3,540 shares; 2026Q1: 3,469 shares; 2026Q2: 4,481 shares 4,481 $407K 0.08% +1,012 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,825 shares; 2024Q4: 9,825 shares; 2025Q1: 9,400 shares; 2025Q2: 8,750 shares; 2025Q3: not loaded; 2025Q4: 8,715 shares; 2026Q1: 8,768 shares; 2026Q2: 8,458 shares 8,458 $403K 0.08% -310 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,959 shares; 2025Q1: 1,981 shares; 2025Q2: 1,855 shares; 2025Q3: not loaded; 2025Q4: 2,167 shares; 2026Q1: 2,687 shares; 2026Q2: 2,657 shares 2,657 $403K 0.08% -30 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,170 shares; 2024Q4: 8,548 shares; 2025Q1: 7,762 shares; 2025Q2: 10,234 shares; 2025Q3: not loaded; 2025Q4: 8,149 shares; 2026Q1: 11,928 shares; 2026Q2: 8,395 shares 8,395 $402K 0.08% -3,533 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,984 shares; 2026Q1: 4,067 shares; 2026Q2: 4,067 shares 4,067 $400K 0.08% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023 shares; 2024Q4: 2,716 shares; 2025Q1: 3,679 shares; 2025Q2: 4,094 shares; 2025Q3: not loaded; 2025Q4: 3,866 shares; 2026Q1: 4,484 shares; 2026Q2: 4,118 shares 4,118 $396K 0.07% -366 Timeline BUFR 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: 87,882 shares; 2024Q4: 89,557 shares; 2025Q1: 51,463 shares; 2025Q2: 53,678 shares; 2025Q3: not loaded; 2025Q4: 18,750 shares; 2026Q1: 14,879 shares; 2026Q2: 10,797 shares 10,797 $394K 0.07% -4,082 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,661 shares; 2024Q4: 2,473 shares; 2025Q1: 2,382 shares; 2025Q2: 2,385 shares; 2025Q3: not loaded; 2025Q4: 2,161 shares; 2026Q1: 1,878 shares; 2026Q2: 1,908 shares 1,908 $391K 0.07% +30 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 263 shares; 2024Q4: 263 shares; 2025Q1: 265 shares; 2025Q2: 258 shares; 2025Q3: not loaded; 2025Q4: 291 shares; 2026Q1: 288 shares; 2026Q2: 286 shares 286 $389K 0.07% -2 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,158 shares; 2024Q4: 71,614 shares; 2025Q1: 69,114 shares; 2025Q2: 66,964 shares; 2025Q3: not loaded; 2025Q4: 59,600 shares; 2026Q1: 57,600 shares; 2026Q2: 57,600 shares 57,600 $377K 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,638 shares 1,638 $367K 0.07% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,500 shares; 2025Q3: not loaded; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,509 shares 6,509 $367K 0.07% +9 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384 shares; 2024Q4: 549 shares; 2025Q1: 585 shares; 2025Q2: 695 shares; 2025Q3: not loaded; 2025Q4: 594 shares; 2026Q1: 567 shares; 2026Q2: 582 shares 582 $363K 0.07% +15 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 1,836 shares; 2026Q1: 2,344 shares; 2026Q2: 2,055 shares 2,055 $362K 0.07% -289 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,223 shares; 2024Q4: 32,536 shares; 2025Q1: 34,036 shares; 2025Q2: 41,691 shares; 2025Q3: not loaded; 2025Q4: 34,441 shares; 2026Q1: 31,841 shares; 2026Q2: 32,381 shares 32,381 $357K 0.07% +540 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,736 shares; 2025Q1: 3,509 shares; 2025Q2: 2,841 shares; 2025Q3: not loaded; 2025Q4: 3,171 shares; 2026Q1: 3,171 shares; 2026Q2: 3,171 shares 3,171 $355K 0.07% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,590 shares; 2025Q2: 2,697 shares; 2025Q3: not loaded; 2025Q4: 2,651 shares; 2026Q1: 2,406 shares; 2026Q2: 2,372 shares 2,372 $347K 0.07% -34 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 174 shares; 2026Q2: 174 shares 174 $345K 0.07% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,387 shares; 2024Q4: 9,117 shares; 2025Q1: 9,112 shares; 2025Q2: 9,112 shares; 2025Q3: not loaded; 2025Q4: 10,763 shares; 2026Q1: 10,488 shares; 2026Q2: 6,722 shares 6,722 $335K 0.06% -3,766 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,317 shares; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: not loaded; 2025Q4: 1,327 shares; 2026Q1: 1,764 shares; 2026Q2: 1,666 shares 1,666 $334K 0.06% -98 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,813 shares; 2025Q3: not loaded; 2025Q4: 9,644 shares; 2026Q1: 5,671 shares; 2026Q2: 6,328 shares 6,328 $332K 0.06% +657 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,930 shares 1,930 $328K 0.06% new Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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 loaded; 2025Q4: 1,359 shares; 2026Q1: 1,359 shares; 2026Q2: 1,359 shares 1,359 $327K 0.06% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,444 shares 1,444 $323K 0.06% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,717 shares; 2024Q4: 2,724 shares; 2025Q1: 2,828 shares; 2025Q2: 2,828 shares; 2025Q3: not loaded; 2025Q4: 2,008 shares; 2026Q1: 2,058 shares; 2026Q2: 2,058 shares 2,058 $323K 0.06% 0 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,444 shares 1,444 $319K 0.06% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 19,515 shares; 2026Q1: 25,084 shares; 2026Q2: 13,878 shares 13,878 $318K 0.06% -11,206 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,443 shares; 2025Q2: 2,358 shares; 2025Q3: not loaded; 2025Q4: 2,443 shares; 2026Q1: 2,664 shares; 2026Q2: 2,606 shares 2,606 $316K 0.06% -58 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,338 shares; 2025Q3: not loaded; 2025Q4: 4,338 shares; 2026Q1: 4,249 shares; 2026Q2: 4,249 shares 4,249 $315K 0.06% 0 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,795 shares; 2026Q1: 2,910 shares; 2026Q2: 2,935 shares 2,935 $314K 0.06% +25 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 1,040 shares 1,040 $314K 0.06% +848 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: 1,123 shares; 2024Q4: 1,120 shares; 2025Q1: 1,120 shares; 2025Q2: 1,120 shares; 2025Q3: not loaded; 2025Q4: 1,102 shares; 2026Q1: 827 shares; 2026Q2: 827 shares 827 $310K 0.06% 0 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: 646 shares; 2024Q4: 646 shares; 2025Q1: 642 shares; 2025Q2: 597 shares; 2025Q3: not loaded; 2025Q4: 612 shares; 2026Q1: 612 shares; 2026Q2: 612 shares 612 $304K 0.06% 0 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: 4,434 shares; 2024Q4: 3,595 shares; 2025Q1: 3,584 shares; 2025Q2: 3,584 shares; 2025Q3: not loaded; 2025Q4: 3,584 shares; 2026Q1: 3,982 shares; 2026Q2: 3,885 shares 3,885 $301K 0.06% -97 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: 841 shares; 2024Q4: 762 shares; 2025Q1: 658 shares; 2025Q2: 714 shares; 2025Q3: not loaded; 2025Q4: 3,560 shares; 2026Q1: 3,738 shares; 2026Q2: 3,030 shares 3,030 $301K 0.06% -708 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: 999 shares; 2024Q4: 999 shares; 2025Q1: not reported; 2025Q2: 999 shares; 2025Q3: not loaded; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares; 2026Q2: 999 shares 999 $300K 0.06% -273 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 518 shares; 2024Q4: 518 shares; 2025Q1: 518 shares; 2025Q2: 518 shares; 2025Q3: not loaded; 2025Q4: 518 shares; 2026Q1: 518 shares; 2026Q2: 518 shares 518 $297K 0.06% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,607 shares; 2024Q4: 2,604 shares; 2025Q1: 2,599 shares; 2025Q2: 2,575 shares; 2025Q3: not loaded; 2025Q4: 2,178 shares; 2026Q1: 2,116 shares; 2026Q2: 2,331 shares 2,331 $290K 0.05% +215 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: not loaded; 2025Q4: 618 shares; 2026Q1: 635 shares; 2026Q2: 562 shares 562 $290K 0.05% -73 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: 1,827 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 300 shares 300 $290K 0.05% new Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: 2,767 shares; 2025Q1: 2,767 shares; 2025Q2: 2,767 shares; 2025Q3: not loaded; 2025Q4: 2,767 shares; 2026Q1: 2,777 shares; 2026Q2: 2,767 shares 2,767 $289K 0.05% -10 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 936 shares; 2026Q1: 1,348 shares; 2026Q2: 1,308 shares 1,308 $289K 0.05% -40 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: 3,151 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 2,818 shares; 2026Q1: 2,852 shares; 2026Q2: 2,683 shares 2,683 $278K 0.05% -169 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,576 shares 1,576 $277K 0.05% 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: 641 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 627 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 659 shares; 2026Q2: 637 shares 637 $271K 0.05% -22 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 984 shares; 2026Q2: 995 shares 995 $269K 0.05% +11 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: not reported; 2025Q1: 300 shares; 2025Q2: 297 shares; 2025Q3: not loaded; 2025Q4: 363 shares; 2026Q1: 322 shares; 2026Q2: 354 shares 354 $267K 0.05% +32 Timeline MKSI MKS INC. More: the full row for MKS 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $267K 0.05% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 3,200 shares; 2026Q2: 3,200 shares 3,200 $267K 0.05% 0 Timeline JBL JABIL INC More: the full row for JABIL 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 689 shares 689 $266K 0.05% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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 loaded; 2025Q4: not reported; 2026Q1: 7,100 shares; 2026Q2: 7,100 shares 7,100 $264K 0.05% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 2,750 shares; 2026Q2: 2,750 shares 2,750 $261K 0.05% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,823 shares; 2024Q4: 3,807 shares; 2025Q1: 3,819 shares; 2025Q2: 3,792 shares; 2025Q3: not loaded; 2025Q4: 3,286 shares; 2026Q1: 1,962 shares; 2026Q2: 1,908 shares 1,908 $261K 0.05% -54 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,815 shares; 2025Q2: 3,829 shares; 2025Q3: not loaded; 2025Q4: 4,645 shares; 2026Q1: 4,645 shares; 2026Q2: 4,645 shares 4,645 $258K 0.05% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,070 shares; 2024Q4: 11,020 shares; 2025Q1: 10,310 shares; 2025Q2: 8,850 shares; 2025Q3: not loaded; 2025Q4: 7,000 shares; 2026Q1: 6,900 shares; 2026Q2: 6,750 shares 6,750 $257K 0.05% -150 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,294 shares; 2024Q4: 8,303 shares; 2025Q1: 8,316 shares; 2025Q2: 6,851 shares; 2025Q3: not loaded; 2025Q4: 6,851 shares; 2026Q1: 6,341 shares; 2026Q2: 6,341 shares 6,341 $257K 0.05% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,092 shares; 2025Q1: 4,460 shares; 2025Q2: 4,128 shares; 2025Q3: not loaded; 2025Q4: 4,150 shares; 2026Q1: 3,639 shares; 2026Q2: 3,559 shares 3,559 $254K 0.05% -80 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: 2,600 shares; 2024Q4: 7,800 shares; 2025Q1: 7,800 shares; 2025Q2: 7,802 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares 7,300 $254K 0.05% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,931 shares 1,931 $254K 0.05% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,288 shares; 2025Q2: 68,304 shares; 2025Q3: not loaded; 2025Q4: 27,304 shares; 2026Q1: 4,205 shares; 2026Q2: 4,935 shares 4,935 $252K 0.05% +730 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 5,950 shares; 2026Q1: 6,650 shares; 2026Q2: 6,450 shares 6,450 $252K 0.05% -200 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,643 shares; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 964 shares 964 $251K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 954 shares; 2025Q1: 953 shares; 2025Q2: 646 shares; 2025Q3: not loaded; 2025Q4: 446 shares; 2026Q1: 474 shares; 2026Q2: 498 shares 498 $250K 0.05% +24 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,302 shares; 2026Q2: 4,302 shares 4,302 $249K 0.05% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,804 shares; 2024Q4: 4,711 shares; 2025Q1: 3,999 shares; 2025Q2: 3,999 shares; 2025Q3: not loaded; 2025Q4: 3,666 shares; 2026Q1: not reported; 2026Q2: 3,666 shares 3,666 $249K 0.05% new Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,245 shares; 2026Q2: 1,340 shares 1,340 $248K 0.05% +95 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,218 shares 8,218 $248K 0.05% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,719 shares; 2024Q4: 5,641 shares; 2025Q1: 5,748 shares; 2025Q2: 5,748 shares; 2025Q3: not loaded; 2025Q4: 5,099 shares; 2026Q1: 3,951 shares; 2026Q2: 3,088 shares 3,088 $248K 0.05% -863 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 loaded; 2025Q4: not reported; 2026Q1: 966 shares; 2026Q2: 966 shares 966 $247K 0.05% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,939 shares; 2024Q4: 7,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 7,443 shares; 2026Q1: 7,443 shares; 2026Q2: 7,443 shares 7,443 $239K 0.05% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,951 shares; 2024Q4: not reported; 2025Q1: 5,008 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 5,126 shares; 2026Q2: 5,126 shares 5,126 $237K 0.04% 0 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 loaded; 2025Q4: not reported; 2026Q1: 430 shares; 2026Q2: 455 shares 455 $236K 0.04% +25 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 1,235 shares; 2026Q2: 1,235 shares 1,235 $235K 0.04% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG 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 loaded; 2025Q4: 4,703 shares; 2026Q1: 4,823 shares; 2026Q2: 4,768 shares 4,768 $234K 0.04% -55 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: 728 shares; 2026Q1: not reported; 2026Q2: 784 shares 784 $231K 0.04% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: not loaded; 2025Q4: 1,146 shares; 2026Q1: 1,134 shares; 2026Q2: 1,134 shares 1,134 $229K 0.04% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,461 shares; 2025Q1: 3,391 shares; 2025Q2: 3,391 shares; 2025Q3: not loaded; 2025Q4: 2,680 shares; 2026Q1: 2,353 shares; 2026Q2: 1,283 shares 1,283 $227K 0.04% -1,070 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN 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 loaded; 2025Q4: 719 shares; 2026Q1: 719 shares; 2026Q2: 719 shares 719 $226K 0.04% 0 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,652 shares 1,652 $225K 0.04% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $224K 0.04% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,375 shares; 2024Q4: 17,358 shares; 2025Q1: 17,342 shares; 2025Q2: 18,827 shares; 2025Q3: not loaded; 2025Q4: 10,384 shares; 2026Q1: 9,222 shares; 2026Q2: 9,322 shares 9,322 $223K 0.04% +100 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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 loaded; 2025Q4: not reported; 2026Q1: 1,656 shares; 2026Q2: 2,136 shares 2,136 $222K 0.04% +480 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,431 shares 2,431 $220K 0.04% new Timeline EOT EATON VANCE NATL MUN OPPORT More: the full row for EATON VANCE NATL MUN OPPORT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,195 shares; 2024Q4: 11,900 shares; 2025Q1: 10,650 shares; 2025Q2: 21,851 shares; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,459 shares 12,459 $220K 0.04% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,505 shares 1,505 $218K 0.04% new Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,515 shares; 2024Q4: 5,690 shares; 2025Q1: 4,445 shares; 2025Q2: 4,525 shares; 2025Q3: not loaded; 2025Q4: 5,339 shares; 2026Q1: 4,250 shares; 2026Q2: 4,225 shares 4,225 $217K 0.04% -25 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 4,484 shares; 2026Q2: 4,484 shares 4,484 $208K 0.04% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY 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 loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,218 shares 8,218 $208K 0.04% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,900 shares 3,900 $201K 0.04% new 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: not loaded; 2025Q4: 45 shares; 2026Q1: not reported; 2026Q2: 1,125 shares 1,125 $201K 0.04% new Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 15,278 shares; 2026Q2: 13,187 shares 13,187 $181K 0.03% -2,091 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,278 shares; 2024Q4: 15,760 shares; 2025Q1: 14,809 shares; 2025Q2: 12,709 shares; 2025Q3: not loaded; 2025Q4: 12,709 shares; 2026Q1: 12,709 shares; 2026Q2: 12,322 shares 12,322 $171K 0.03% -387 Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not loaded; 2025Q4: not reported; 2026Q1: 13,382 shares; 2026Q2: 13,486 shares 13,486 $128K 0.02% +104 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: not loaded; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $48.9K 0.01% 0 Timeline