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: 79,652 shares; 2024Q4: 86,055 shares; 2025Q1: 83,733 shares; 2025Q2: 86,921 shares; 2025Q3: 92,774 shares; 2025Q4: 115,793 shares; 2026Q1: 128,972 shares; 2026Q2: 122,712 shares 122,712 $26.1M 7.43% -6,260 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: 11,152 shares; 2024Q4: 15,134 shares; 2025Q1: 23,221 shares; 2025Q2: 33,143 shares; 2025Q3: 44,294 shares; 2025Q4: 62,225 shares; 2026Q1: 71,190 shares; 2026Q2: 72,899 shares 72,899 $17.4M 4.94% +1,709 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,027 shares; 2025Q3: 1,849 shares; 2025Q4: 8,088 shares; 2026Q1: 13,497 shares; 2026Q2: 17,805 shares 17,805 $13.1M 3.73% +4,308 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: 29,484 shares; 2024Q4: 32,870 shares; 2025Q1: 37,370 shares; 2025Q2: 40,625 shares; 2025Q3: 44,084 shares; 2025Q4: 45,774 shares; 2026Q1: 49,639 shares; 2026Q2: 52,093 shares 52,093 $10.4M 2.97% +2,454 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,361 shares; 2024Q4: 15,920 shares; 2025Q1: 20,820 shares; 2025Q2: 23,052 shares; 2025Q3: 25,622 shares; 2025Q4: 38,834 shares; 2026Q1: 41,673 shares; 2026Q2: 40,675 shares 40,675 $10.4M 2.95% -998 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: 16,908 shares; 2024Q4: 18,431 shares; 2025Q1: 23,817 shares; 2025Q2: 25,215 shares; 2025Q3: 25,854 shares; 2025Q4: 26,617 shares; 2026Q1: 27,069 shares; 2026Q2: 27,315 shares 27,315 $9.76M 2.78% +246 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: 743 shares; 2024Q4: 1,667 shares; 2025Q1: 2,675 shares; 2025Q2: 3,596 shares; 2025Q3: 4,152 shares; 2025Q4: 4,619 shares; 2026Q1: 4,796 shares; 2026Q2: 4,840 shares 4,840 $9.63M 2.74% +44 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: 5,379 shares; 2024Q4: 6,611 shares; 2025Q1: 8,574 shares; 2025Q2: 10,214 shares; 2025Q3: 12,625 shares; 2025Q4: 14,129 shares; 2026Q1: 15,110 shares; 2026Q2: 15,289 shares 15,289 $7.3M 2.08% +179 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,183 shares; 2025Q3: 84,732 shares; 2025Q4: 158,360 shares; 2026Q1: 153,530 shares; 2026Q2: 149,506 shares 149,506 $6.37M 1.81% -4,024 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: 27,312 shares; 2024Q4: 31,997 shares; 2025Q1: 45,131 shares; 2025Q2: 46,534 shares; 2025Q3: 46,842 shares; 2025Q4: 45,874 shares; 2026Q1: 48,450 shares; 2026Q2: 50,554 shares 50,554 $5.9M 1.68% +2,104 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: 14,432 shares; 2024Q4: 16,595 shares; 2025Q1: 18,209 shares; 2025Q2: 18,294 shares; 2025Q3: 19,074 shares; 2025Q4: 19,110 shares; 2026Q1: 18,782 shares; 2026Q2: 20,203 shares 20,203 $5.85M 1.66% +1,421 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: 12,958 shares; 2024Q4: 13,255 shares; 2025Q1: 13,594 shares; 2025Q2: 14,118 shares; 2025Q3: 14,524 shares; 2025Q4: 15,046 shares; 2026Q1: 15,691 shares; 2026Q2: 16,120 shares 16,120 $5.53M 1.57% +429 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: 4,433 shares; 2024Q4: 5,148 shares; 2025Q1: 6,545 shares; 2025Q2: 6,716 shares; 2025Q3: 6,937 shares; 2025Q4: 7,988 shares; 2026Q1: 9,164 shares; 2026Q2: 9,732 shares 9,732 $5.48M 1.56% +568 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,383 shares; 2024Q4: 6,770 shares; 2025Q1: 9,418 shares; 2025Q2: 10,287 shares; 2025Q3: 11,256 shares; 2025Q4: 12,332 shares; 2026Q1: 13,273 shares; 2026Q2: 14,550 shares 14,550 $5.43M 1.54% +1,277 Timeline LAM RESEARCH CORP 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: 470 shares; 2024Q4: 7,788 shares; 2025Q1: 9,225 shares; 2025Q2: 10,468 shares; 2025Q3: 11,369 shares; 2025Q4: 11,417 shares; 2026Q1: 11,613 shares; 2026Q2: 12,101 shares 12,101 $5.24M 1.49% +488 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,591 shares; 2024Q4: 8,734 shares; 2025Q1: 8,956 shares; 2025Q2: 9,237 shares; 2025Q3: 9,379 shares; 2025Q4: 9,726 shares; 2026Q1: 10,061 shares; 2026Q2: 10,078 shares 10,078 $5.18M 1.47% +17 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: 2,175 shares; 2024Q4: 2,205 shares; 2025Q1: 2,405 shares; 2025Q2: 2,556 shares; 2025Q3: 2,739 shares; 2025Q4: 5,057 shares; 2026Q1: 5,181 shares; 2026Q2: 5,210 shares 5,210 $5.1M 1.45% +29 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: 1,365 shares; 2024Q4: 2,490 shares; 2025Q1: 4,023 shares; 2025Q2: 5,145 shares; 2025Q3: 5,197 shares; 2025Q4: 5,441 shares; 2026Q1: 7,041 shares; 2026Q2: 7,282 shares 7,282 $5M 1.42% +241 Timeline QQQM 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 reported; 2024Q4: not reported; 2025Q1: 2,579 shares; 2025Q2: 5,362 shares; 2025Q3: 5,862 shares; 2025Q4: 7,671 shares; 2026Q1: 15,287 shares; 2026Q2: 15,291 shares 15,291 $4.63M 1.32% +4 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: 2,076 shares; 2024Q4: 2,833 shares; 2025Q1: 4,613 shares; 2025Q2: 4,960 shares; 2025Q3: 5,159 shares; 2025Q4: 5,397 shares; 2026Q1: 5,855 shares; 2026Q2: 6,014 shares 6,014 $4.59M 1.31% +159 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,698 shares; 2025Q1: 5,704 shares; 2025Q2: 27,808 shares; 2025Q3: 47,817 shares; 2025Q4: 61,960 shares; 2026Q1: 62,100 shares; 2026Q2: 61,749 shares 61,749 $4.4M 1.25% -351 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,724 shares; 2024Q4: 6,499 shares; 2025Q1: 7,672 shares; 2025Q2: 8,058 shares; 2025Q3: 9,274 shares; 2025Q4: 10,068 shares; 2026Q1: 10,148 shares; 2026Q2: 10,150 shares 10,150 $4.27M 1.21% +2 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,743 shares; 2024Q4: 2,863 shares; 2025Q1: 3,251 shares; 2025Q2: 3,400 shares; 2025Q3: 4,002 shares; 2025Q4: 4,484 shares; 2026Q1: 4,416 shares; 2026Q2: 4,433 shares 4,433 $4.26M 1.21% +17 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,462 shares; 2026Q2: 30,529 shares 30,529 $3.65M 1.04% +10,067 Timeline USMV 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: 5,793 shares; 2025Q2: 15,213 shares; 2025Q3: 17,712 shares; 2025Q4: 22,789 shares; 2026Q1: 34,793 shares; 2026Q2: 37,460 shares 37,460 $3.61M 1.03% +2,667 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: 2,300 shares; 2024Q4: 3,156 shares; 2025Q1: 3,855 shares; 2025Q2: 4,773 shares; 2025Q3: 4,685 shares; 2025Q4: 4,720 shares; 2026Q1: 4,849 shares; 2026Q2: 4,876 shares 4,876 $3.53M 1% +27 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,531 shares; 2024Q4: 9,296 shares; 2025Q1: 11,047 shares; 2025Q2: 7,641 shares; 2025Q3: 8,519 shares; 2025Q4: 13,925 shares; 2026Q1: 11,395 shares; 2026Q2: 11,457 shares 11,457 $3.47M 0.99% +62 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,453 shares; 2025Q2: 4,898 shares; 2025Q3: 6,366 shares; 2025Q4: 7,910 shares; 2026Q1: 9,567 shares; 2026Q2: 10,003 shares 10,003 $3.41M 0.97% +436 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 343 shares; 2025Q2: 709 shares; 2025Q3: 1,050 shares; 2025Q4: 1,481 shares; 2026Q1: 2,006 shares; 2026Q2: 1,998 shares 1,998 $3.39M 0.96% -8 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: 3,029 shares; 2024Q4: 3,217 shares; 2025Q1: 3,967 shares; 2025Q2: 4,735 shares; 2025Q3: 7,913 shares; 2025Q4: 10,722 shares; 2026Q1: 11,713 shares; 2026Q2: 12,301 shares 12,301 $3.35M 0.95% +588 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: 3,383 shares; 2024Q4: 4,420 shares; 2025Q1: 6,168 shares; 2025Q2: 6,219 shares; 2025Q3: 6,434 shares; 2025Q4: 7,187 shares; 2026Q1: 7,563 shares; 2026Q2: 8,819 shares 8,819 $3.33M 0.95% +1,256 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,834 shares; 2024Q4: 3,993 shares; 2025Q1: 4,238 shares; 2025Q2: 4,525 shares; 2025Q3: 4,697 shares; 2025Q4: 4,881 shares; 2026Q1: 5,269 shares; 2026Q2: 5,470 shares 5,470 $3.06M 0.87% +201 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,542 shares; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 24,500 shares; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares; 2026Q2: 23,690 shares 23,690 $2.98M 0.85% -810 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: 10,068 shares; 2024Q4: 10,374 shares; 2025Q1: 10,915 shares; 2025Q2: 10,739 shares; 2025Q3: 10,654 shares; 2025Q4: 10,346 shares; 2026Q1: 9,838 shares; 2026Q2: 9,855 shares 9,855 $2.94M 0.84% +17 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,899 shares; 2025Q2: 9,168 shares; 2025Q3: 10,317 shares; 2025Q4: 10,493 shares; 2026Q1: 11,328 shares; 2026Q2: 11,695 shares 11,695 $2.87M 0.82% +367 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: 358 shares; 2024Q4: 633 shares; 2025Q1: 757 shares; 2025Q2: 833 shares; 2025Q3: 877 shares; 2025Q4: 907 shares; 2026Q1: 907 shares; 2026Q2: 9,072 shares 9,072 $2.74M 0.78% +8,165 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,092 shares; 2024Q4: 7,142 shares; 2025Q1: 7,656 shares; 2025Q2: 8,537 shares; 2025Q3: 8,856 shares; 2025Q4: 9,347 shares; 2026Q1: 11,553 shares; 2026Q2: 12,005 shares 12,005 $2.68M 0.76% +452 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,112 shares; 2024Q4: 14,253 shares; 2025Q1: 14,582 shares; 2025Q2: 15,420 shares; 2025Q3: 16,291 shares; 2025Q4: 19,250 shares; 2026Q1: 20,465 shares; 2026Q2: 21,030 shares 21,030 $2.59M 0.74% +565 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,329 shares; 2025Q2: 19,797 shares; 2025Q3: 30,254 shares; 2025Q4: 36,813 shares; 2026Q1: 34,220 shares; 2026Q2: 35,506 shares 35,506 $2.56M 0.73% +1,286 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: 4,210 shares; 2024Q4: 4,390 shares; 2025Q1: 5,790 shares; 2025Q2: 6,259 shares; 2025Q3: 6,771 shares; 2025Q4: 6,880 shares; 2026Q1: 6,889 shares; 2026Q2: 7,665 shares 7,665 $2.51M 0.71% +776 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,444 shares; 2024Q4: 4,481 shares; 2025Q1: 4,535 shares; 2025Q2: 4,914 shares; 2025Q3: 5,061 shares; 2025Q4: 5,254 shares; 2026Q1: 5,262 shares; 2026Q2: 5,220 shares 5,220 $2.36M 0.67% -42 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: 4,875 shares; 2024Q4: 5,384 shares; 2025Q1: 5,892 shares; 2025Q2: 6,448 shares; 2025Q3: 6,539 shares; 2025Q4: 6,799 shares; 2026Q1: 6,798 shares; 2026Q2: 6,852 shares 6,852 $2.36M 0.67% +54 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: 4,108 shares; 2024Q4: 4,178 shares; 2025Q1: 4,534 shares; 2025Q2: 4,536 shares; 2025Q3: 4,501 shares; 2025Q4: 4,478 shares; 2026Q1: 4,601 shares; 2026Q2: 4,611 shares 4,611 $2.35M 0.67% +10 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: 2,540 shares; 2024Q4: 2,598 shares; 2025Q1: 2,692 shares; 2025Q2: 3,014 shares; 2025Q3: 3,301 shares; 2025Q4: 3,565 shares; 2026Q1: 4,330 shares; 2026Q2: 4,512 shares 4,512 $2.34M 0.67% +182 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,125 shares; 2025Q3: 4,705 shares; 2025Q4: 7,162 shares; 2026Q1: 16,434 shares; 2026Q2: 40,733 shares 40,733 $2.29M 0.65% +24,299 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,982 shares; 2025Q1: 2,304 shares; 2025Q2: 2,305 shares; 2025Q3: 2,318 shares; 2025Q4: 2,323 shares; 2026Q1: 2,333 shares; 2026Q2: 2,356 shares 2,356 $2.2M 0.63% +23 Timeline SHLD 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,923 shares; 2025Q3: 10,323 shares; 2025Q4: 15,457 shares; 2026Q1: 26,303 shares; 2026Q2: 36,656 shares 36,656 $2.19M 0.62% +10,353 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 reported; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 2,424 shares; 2025Q3: 2,943 shares; 2025Q4: 2,985 shares; 2026Q1: 25,104 shares; 2026Q2: 25,104 shares 25,104 $2.16M 0.62% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,955 shares; 2024Q4: 8,057 shares; 2025Q1: 8,287 shares; 2025Q2: 8,749 shares; 2025Q3: 9,063 shares; 2025Q4: 9,506 shares; 2026Q1: 9,911 shares; 2026Q2: 10,068 shares 10,068 $2.15M 0.61% +157 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,630 shares; 2025Q1: 18,800 shares; 2025Q2: 31,517 shares; 2025Q3: 44,064 shares; 2025Q4: 61,425 shares; 2026Q1: 60,992 shares; 2026Q2: 63,879 shares 63,879 $2.13M 0.61% +2,887 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 reported; 2024Q4: not reported; 2025Q1: 6,866 shares; 2025Q2: 18,007 shares; 2025Q3: 19,607 shares; 2025Q4: 19,607 shares; 2026Q1: 19,607 shares; 2026Q2: 27,412 shares 27,412 $2.08M 0.59% +7,805 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 862 shares; 2026Q1: 2,942 shares; 2026Q2: 3,138 shares 3,138 $2.06M 0.59% +196 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: 9,324 shares; 2024Q4: 19,540 shares; 2025Q1: 10,016 shares; 2025Q2: 9,883 shares; 2025Q3: 9,851 shares; 2025Q4: 9,916 shares; 2026Q1: 10,305 shares; 2026Q2: 10,802 shares 10,802 $2.05M 0.58% +497 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,412 shares; 2024Q4: 9,469 shares; 2025Q1: 9,429 shares; 2025Q2: 9,376 shares; 2025Q3: 9,313 shares; 2025Q4: 9,266 shares; 2026Q1: 9,087 shares; 2026Q2: 9,100 shares 9,100 $2.01M 0.57% +13 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,603 shares; 2026Q1: 4,617 shares; 2026Q2: 5,334 shares 5,334 $1.96M 0.56% +717 Timeline ITA 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: 1,253 shares; 2025Q3: 1,151 shares; 2025Q4: 1,464 shares; 2026Q1: 4,868 shares; 2026Q2: 7,837 shares 7,837 $1.9M 0.54% +2,969 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,544 shares; 2024Q4: 4,742 shares; 2025Q1: 4,751 shares; 2025Q2: 4,763 shares; 2025Q3: 4,793 shares; 2025Q4: 4,828 shares; 2026Q1: 5,051 shares; 2026Q2: 5,061 shares 5,061 $1.79M 0.51% +10 Timeline VTI 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: not reported; 2025Q1: not reported; 2025Q2: 774 shares; 2025Q3: 2,529 shares; 2025Q4: 3,840 shares; 2026Q1: 4,573 shares; 2026Q2: 4,574 shares 4,574 $1.69M 0.48% +1 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: 3,978 shares; 2024Q4: 4,527 shares; 2025Q1: 6,545 shares; 2025Q2: 8,944 shares; 2025Q3: 10,699 shares; 2025Q4: 16,196 shares; 2026Q1: 17,473 shares; 2026Q2: 17,470 shares 17,470 $1.68M 0.48% -3 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: 3,693 shares; 2024Q4: 4,164 shares; 2025Q1: 7,229 shares; 2025Q2: 8,941 shares; 2025Q3: 12,109 shares; 2025Q4: 12,781 shares; 2026Q1: 14,041 shares; 2026Q2: 13,725 shares 13,725 $1.57M 0.45% -316 Timeline ARISTA NETWORKS INC 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: 533 shares; 2024Q4: 2,920 shares; 2025Q1: 5,402 shares; 2025Q2: 6,585 shares; 2025Q3: 8,493 shares; 2025Q4: 8,503 shares; 2026Q1: 8,664 shares; 2026Q2: 9,128 shares 9,128 $1.55M 0.44% +464 SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: 1,890 shares; 2025Q1: 1,895 shares; 2025Q2: 1,893 shares; 2025Q3: 1,895 shares; 2025Q4: 1,918 shares; 2026Q1: 1,919 shares; 2026Q2: 2,076 shares 2,076 $1.55M 0.44% +157 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 735 shares; 2026Q2: 2,055 shares 2,055 $1.54M 0.44% +1,320 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,447 shares; 2026Q2: 9,105 shares 9,105 $1.51M 0.43% +2,658 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 4,312 shares; 2025Q4: 6,016 shares; 2026Q1: 11,445 shares; 2026Q2: 15,692 shares 15,692 $1.5M 0.43% +4,247 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: 1,351 shares; 2024Q4: 1,504 shares; 2025Q1: 1,796 shares; 2025Q2: 1,947 shares; 2025Q3: 1,965 shares; 2025Q4: 8,990 shares; 2026Q1: 11,416 shares; 2026Q2: 15,099 shares 15,099 $1.5M 0.43% +3,683 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,254 shares; 2024Q4: 7,269 shares; 2025Q1: 7,349 shares; 2025Q2: 8,240 shares; 2025Q3: 8,131 shares; 2025Q4: 8,378 shares; 2026Q1: 7,960 shares; 2026Q2: 7,697 shares 7,697 $1.47M 0.42% -263 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,465 shares; 2025Q4: 3,608 shares; 2026Q1: 4,520 shares; 2026Q2: 5,204 shares 5,204 $1.44M 0.41% +684 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: 7,743 shares; 2024Q4: 7,619 shares; 2025Q1: 12,472 shares; 2025Q2: 12,850 shares; 2025Q3: 14,912 shares; 2025Q4: 18,229 shares; 2026Q1: 33,909 shares; 2026Q2: 38,737 shares 38,737 $1.42M 0.41% +4,828 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,089 shares; 2025Q2: 4,775 shares; 2025Q3: 9,767 shares; 2025Q4: 12,092 shares; 2026Q1: 13,716 shares; 2026Q2: 14,556 shares 14,556 $1.4M 0.4% +840 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,662 shares; 2025Q4: 2,527 shares; 2026Q1: 6,042 shares; 2026Q2: 8,452 shares 8,452 $1.34M 0.38% +2,410 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: 4,466 shares; 2024Q4: 4,412 shares; 2025Q1: 4,553 shares; 2025Q2: 5,046 shares; 2025Q3: 5,143 shares; 2025Q4: 5,627 shares; 2026Q1: 5,935 shares; 2026Q2: 6,025 shares 6,025 $1.33M 0.38% +90 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 1,464 shares; 2025Q4: not reported; 2026Q1: 3,008 shares; 2026Q2: 3,647 shares 3,647 $1.29M 0.37% +639 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: 3,116 shares; 2025Q4: 3,254 shares; 2026Q1: 3,591 shares; 2026Q2: 4,337 shares 4,337 $1.29M 0.37% +746 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,767 shares; 2025Q3: 7,334 shares; 2025Q4: 11,454 shares; 2026Q1: 11,454 shares; 2026Q2: 11,454 shares 11,454 $1.26M 0.36% 0 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: 7,846 shares; 2024Q4: 7,964 shares; 2025Q1: 8,324 shares; 2025Q2: 8,331 shares; 2025Q3: 8,450 shares; 2025Q4: 8,301 shares; 2026Q1: 8,301 shares; 2026Q2: 8,509 shares 8,509 $1.25M 0.35% +208 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,965 shares; 2024Q4: 3,021 shares; 2025Q1: 3,589 shares; 2025Q2: 3,704 shares; 2025Q3: 3,670 shares; 2025Q4: 3,507 shares; 2026Q1: 3,425 shares; 2026Q2: 3,525 shares 3,525 $1.24M 0.35% +100 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 3,489 shares; 2025Q1: 3,489 shares; 2025Q2: 3,489 shares; 2025Q3: 3,489 shares; 2025Q4: 3,489 shares; 2026Q1: 3,489 shares; 2026Q2: 3,489 shares 3,489 $1.2M 0.34% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,935 shares; 2024Q4: 9,765 shares; 2025Q1: 10,292 shares; 2025Q2: 10,380 shares; 2025Q3: 13,184 shares; 2025Q4: 13,880 shares; 2026Q1: 10,474 shares; 2026Q2: 10,151 shares 10,151 $1.19M 0.34% -323 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 2,179 shares; 2025Q1: 2,278 shares; 2025Q2: 2,615 shares; 2025Q3: 2,796 shares; 2025Q4: 3,002 shares; 2026Q1: 2,903 shares; 2026Q2: 2,886 shares 2,886 $1.18M 0.33% -17 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: 1,349 shares; 2024Q4: 1,653 shares; 2025Q1: 1,530 shares; 2025Q2: 1,847 shares; 2025Q3: 1,847 shares; 2025Q4: 1,847 shares; 2026Q1: 1,864 shares; 2026Q2: 3,320 shares 3,320 $1.17M 0.33% +1,456 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: 3,178 shares; 2024Q4: 3,481 shares; 2025Q1: 4,055 shares; 2025Q2: 4,971 shares; 2025Q3: 4,938 shares; 2025Q4: 4,945 shares; 2026Q1: 6,665 shares; 2026Q2: 8,336 shares 8,336 $1.14M 0.32% +1,671 Timeline QUAL 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: 1,065 shares; 2025Q4: 1,410 shares; 2026Q1: 4,482 shares; 2026Q2: 5,164 shares 5,164 $1.13M 0.32% +682 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: 4,476 shares; 2024Q4: 4,444 shares; 2025Q1: 4,350 shares; 2025Q2: 4,238 shares; 2025Q3: 4,178 shares; 2025Q4: 4,186 shares; 2026Q1: 4,212 shares; 2026Q2: 4,295 shares 4,295 $1.09M 0.31% +83 Timeline TECB 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: 7,120 shares; 2025Q3: 8,140 shares; 2025Q4: 12,229 shares; 2026Q1: 13,668 shares; 2026Q2: 14,556 shares 14,556 $1.04M 0.3% +888 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,615 shares; 2024Q4: 11,615 shares; 2025Q1: 11,615 shares; 2025Q2: 11,615 shares; 2025Q3: 11,615 shares; 2025Q4: 11,615 shares; 2026Q1: 11,615 shares; 2026Q2: 11,615 shares 11,615 $1.03M 0.29% 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: 3,350 shares; 2024Q4: 3,368 shares; 2025Q1: 3,417 shares; 2025Q2: 3,419 shares; 2025Q3: 3,426 shares; 2025Q4: 3,384 shares; 2026Q1: 3,238 shares; 2026Q2: 3,191 shares 3,191 $1M 0.29% -47 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,239 shares; 2024Q4: 6,578 shares; 2025Q1: 7,090 shares; 2025Q2: 8,727 shares; 2025Q3: 8,727 shares; 2025Q4: 10,764 shares; 2026Q1: 11,195 shares; 2026Q2: 11,461 shares 11,461 $993K 0.28% +266 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,516 shares; 2025Q1: 1,607 shares; 2025Q2: 1,592 shares; 2025Q3: 1,607 shares; 2025Q4: 1,626 shares; 2026Q1: 1,741 shares; 2026Q2: 1,893 shares 1,893 $964K 0.27% +152 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,335 shares; 2026Q2: 9,861 shares 9,861 $952K 0.27% +2,526 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,750 shares; 2026Q1: 21,829 shares; 2026Q2: 29,889 shares 29,889 $948K 0.27% +8,060 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,375 shares; 2024Q4: 5,910 shares; 2025Q1: 8,552 shares; 2025Q2: 7,506 shares; 2025Q3: 7,177 shares; 2025Q4: 7,365 shares; 2026Q1: 7,123 shares; 2026Q2: 6,836 shares 6,836 $926K 0.26% -287 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,843 shares; 2024Q4: 7,494 shares; 2025Q1: 7,552 shares; 2025Q2: 9,405 shares; 2025Q3: 9,392 shares; 2025Q4: 9,368 shares; 2026Q1: 9,865 shares; 2026Q2: 9,923 shares 9,923 $916K 0.26% +58 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: 2,180 shares; 2024Q4: 2,219 shares; 2025Q1: 1,918 shares; 2025Q2: 1,999 shares; 2025Q3: 1,893 shares; 2025Q4: 1,926 shares; 2026Q1: 1,857 shares; 2026Q2: 1,759 shares 1,759 $882K 0.25% -98 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: 3,094 shares; 2025Q1: 3,299 shares; 2025Q2: 3,446 shares; 2025Q3: 3,376 shares; 2025Q4: 3,223 shares; 2026Q1: 2,925 shares; 2026Q2: 2,938 shares 2,938 $861K 0.25% +13 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,975 shares; 2024Q4: 2,417 shares; 2025Q1: 2,617 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,647 shares; 2026Q1: 10,590 shares; 2026Q2: 10,590 shares 10,590 $853K 0.24% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192,139 shares; 2026Q2: 192,139 shares 192,139 $851K 0.24% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,707 shares; 2024Q4: 1,747 shares; 2025Q1: 1,707 shares; 2025Q2: 1,707 shares; 2025Q3: 1,707 shares; 2025Q4: 1,707 shares; 2026Q1: 1,707 shares; 2026Q2: 6,828 shares 6,828 $848K 0.24% +5,121 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: 197 shares; 2024Q4: 204 shares; 2025Q1: 207 shares; 2025Q2: 204 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 4,650 shares; 2026Q2: 4,335 shares 4,335 $773K 0.22% -315 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: not reported; 2024Q4: 4,574 shares; 2025Q1: 6,471 shares; 2025Q2: 6,475 shares; 2025Q3: 6,822 shares; 2025Q4: 7,316 shares; 2026Q1: 7,377 shares; 2026Q2: 12,795 shares 12,795 $764K 0.22% +5,418 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: 3,043 shares; 2025Q2: 3,043 shares; 2025Q3: 3,043 shares; 2025Q4: 3,043 shares; 2026Q1: 3,043 shares; 2026Q2: 3,043 shares 3,043 $738K 0.21% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,287 shares; 2026Q2: 7,510 shares 7,510 $737K 0.21% +3,223 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,751 shares; 2026Q1: 5,998 shares; 2026Q2: 6,181 shares 6,181 $737K 0.21% +183 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 1,615 shares; 2025Q1: 1,916 shares; 2025Q2: 2,713 shares; 2025Q3: 2,863 shares; 2025Q4: 3,571 shares; 2026Q1: 3,996 shares; 2026Q2: 4,326 shares 4,326 $721K 0.21% +330 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: 4,434 shares; 2024Q4: 5,167 shares; 2025Q1: 5,177 shares; 2025Q2: 4,913 shares; 2025Q3: 4,904 shares; 2025Q4: 4,896 shares; 2026Q1: 4,828 shares; 2026Q2: 4,839 shares 4,839 $710K 0.2% +11 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares; 2026Q1: 1,514 shares; 2026Q2: 3,112 shares 3,112 $707K 0.2% +1,598 Timeline VT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,451 shares; 2026Q2: 4,376 shares 4,376 $687K 0.2% +925 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 reported; 2024Q4: 468 shares; 2025Q1: 739 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,369 shares; 2026Q1: 1,368 shares; 2026Q2: 1,361 shares 1,361 $681K 0.19% -7 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: 2,156 shares; 2025Q1: 2,199 shares; 2025Q2: 2,199 shares; 2025Q3: 2,185 shares; 2025Q4: 2,187 shares; 2026Q1: 2,433 shares; 2026Q2: 2,433 shares 2,433 $678K 0.19% 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: 4,322 shares; 2024Q4: 4,376 shares; 2025Q1: 4,424 shares; 2025Q2: 4,493 shares; 2025Q3: 4,692 shares; 2025Q4: 4,972 shares; 2026Q1: 5,607 shares; 2026Q2: 2,875 shares 2,875 $644K 0.18% -2,732 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,318 shares 1,318 $637K 0.18% new 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 reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,875 shares 2,875 $636K 0.18% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,869 shares; 2025Q3: 4,213 shares; 2025Q4: 4,597 shares; 2026Q1: not reported; 2026Q2: 8,212 shares 8,212 $633K 0.18% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,195 shares; 2026Q1: 5,462 shares; 2026Q2: 6,216 shares 6,216 $632K 0.18% +754 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 1,125 shares; 2025Q1: 1,365 shares; 2025Q2: 1,475 shares; 2025Q3: 1,437 shares; 2025Q4: 1,503 shares; 2026Q1: 1,605 shares; 2026Q2: 1,578 shares 1,578 $628K 0.18% -27 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,878 shares; 2024Q4: 3,952 shares; 2025Q1: 3,993 shares; 2025Q2: 4,034 shares; 2025Q3: 4,008 shares; 2025Q4: 3,986 shares; 2026Q1: 3,549 shares; 2026Q2: 3,477 shares 3,477 $624K 0.18% -72 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 3,723 shares; 2025Q4: 6,576 shares; 2026Q1: 7,393 shares; 2026Q2: 7,774 shares 7,774 $613K 0.17% +381 Timeline LRLCY L'OREAL-UNSPONSORED ADR More: the full row for L'OREAL-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,804 shares; 2024Q4: 7,767 shares; 2025Q1: 7,517 shares; 2025Q2: 7,458 shares; 2025Q3: 7,312 shares; 2025Q4: 7,368 shares; 2026Q1: 6,606 shares; 2026Q2: 6,606 shares 6,606 $579K 0.16% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,004 shares; 2026Q2: 10,226 shares 10,226 $578K 0.16% +2,222 Timeline BLACKSTONE PRIVATE CREDIT F… BLACKSTONE PRIVATE CREDIT FUND More: the full row for BLACKSTONE PRIVATE CREDIT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,238 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,238 shares 23,238 $556K 0.16% new DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,368 shares; 2024Q4: 4,580 shares; 2025Q1: 4,409 shares; 2025Q2: 3,056 shares; 2025Q3: 2,957 shares; 2025Q4: 2,957 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares 2,128 $554K 0.16% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 454 shares; 2026Q2: 506 shares 506 $539K 0.15% +52 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,370 shares; 2024Q4: 9,406 shares; 2025Q1: 9,218 shares; 2025Q2: 10,599 shares; 2025Q3: 11,129 shares; 2025Q4: 12,000 shares; 2026Q1: 12,473 shares; 2026Q2: 12,744 shares 12,744 $532K 0.15% +271 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: 244 shares; 2024Q4: 306 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 398 shares; 2026Q2: 425 shares 425 $510K 0.15% +27 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,221 shares; 2026Q2: 61,772 shares 61,772 $509K 0.14% +32,551 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: 3,152 shares; 2025Q1: 3,152 shares; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 3,201 shares; 2026Q1: 3,388 shares; 2026Q2: 3,688 shares 3,688 $507K 0.14% +300 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,797 shares; 2024Q4: 3,861 shares; 2025Q1: 4,245 shares; 2025Q2: 4,330 shares; 2025Q3: 4,444 shares; 2025Q4: 3,911 shares; 2026Q1: 4,851 shares; 2026Q2: 5,526 shares 5,526 $485K 0.14% +675 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,390 shares; 2026Q2: 8,663 shares 8,663 $461K 0.13% +2,273 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 reported; 2024Q4: 3,169 shares; 2025Q1: 7,872 shares; 2025Q2: 8,365 shares; 2025Q3: 5,112 shares; 2025Q4: 4,729 shares; 2026Q1: 2,967 shares; 2026Q2: 2,967 shares 2,967 $456K 0.13% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,284 shares; 2026Q2: 4,852 shares 4,852 $431K 0.12% +568 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,742 shares; 2025Q2: 12,742 shares; 2025Q3: 18,642 shares; 2025Q4: 18,874 shares; 2026Q1: 19,903 shares; 2026Q2: 22,522 shares 22,522 $431K 0.12% +2,619 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,357 shares; 2024Q4: 3,474 shares; 2025Q1: 4,136 shares; 2025Q2: 4,713 shares; 2025Q3: 4,478 shares; 2025Q4: 4,259 shares; 2026Q1: 4,031 shares; 2026Q2: 4,178 shares 4,178 $429K 0.12% +147 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: 3,012 shares; 2024Q4: 3,261 shares; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,695 shares; 2025Q4: 3,601 shares; 2026Q1: 3,765 shares; 2026Q2: 3,765 shares 3,765 $426K 0.12% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,871 shares 2,871 $426K 0.12% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,977 shares; 2024Q4: 10,243 shares; 2025Q1: 10,504 shares; 2025Q2: 10,504 shares; 2025Q3: 10,439 shares; 2025Q4: 10,439 shares; 2026Q1: 9,800 shares; 2026Q2: 9,744 shares 9,744 $416K 0.12% -56 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $413K 0.12% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,154 shares; 2024Q4: 4,276 shares; 2025Q1: 4,633 shares; 2025Q2: 4,638 shares; 2025Q3: 4,557 shares; 2025Q4: 4,530 shares; 2026Q1: 4,516 shares; 2026Q2: 4,502 shares 4,502 $408K 0.12% -14 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,805 shares; 2024Q4: 4,676 shares; 2025Q1: 4,799 shares; 2025Q2: 4,757 shares; 2025Q3: 4,757 shares; 2025Q4: 4,649 shares; 2026Q1: 4,054 shares; 2026Q2: 4,054 shares 4,054 $404K 0.11% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,059 shares; 2024Q4: 1,077 shares; 2025Q1: 988 shares; 2025Q2: 966 shares; 2025Q3: 953 shares; 2025Q4: 953 shares; 2026Q1: 764 shares; 2026Q2: 764 shares 764 $402K 0.11% 0 Timeline KXIAY KIOXIA HLDGS CORP ADR (JAPAN) More: the full row for KIOXIA HLDGS CORP ADR (JAPAN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,765 shares 6,765 $400K 0.11% new 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: 457 shares; 2024Q4: 496 shares; 2025Q1: 534 shares; 2025Q2: 551 shares; 2025Q3: 562 shares; 2025Q4: 5,518 shares; 2026Q1: 5,493 shares; 2026Q2: 5,493 shares 5,493 $392K 0.11% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,179 shares; 2024Q4: 4,563 shares; 2025Q1: 4,838 shares; 2025Q2: 4,690 shares; 2025Q3: 4,702 shares; 2025Q4: 4,653 shares; 2026Q1: 4,668 shares; 2026Q2: 4,794 shares 4,794 $390K 0.11% +126 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 274 shares; 2024Q4: 281 shares; 2025Q1: 285 shares; 2025Q2: 4,215 shares; 2025Q3: 4,215 shares; 2025Q4: 4,215 shares; 2026Q1: 4,215 shares; 2026Q2: 4,173 shares 4,173 $384K 0.11% -42 Timeline XLU 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 reported; 2025Q4: not reported; 2026Q1: 6,329 shares; 2026Q2: 8,053 shares 8,053 $365K 0.1% +1,724 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: 10,716 shares; 2024Q4: 10,968 shares; 2025Q1: 12,751 shares; 2025Q2: 12,965 shares; 2025Q3: 13,300 shares; 2025Q4: 12,160 shares; 2026Q1: 10,534 shares; 2026Q2: 8,538 shares 8,538 $361K 0.1% -1,996 Timeline SAPGF SAP SE More: the full row for SAP 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 reported; 2025Q4: not reported; 2026Q1: 2,255 shares; 2026Q2: 2,255 shares 2,255 $349K 0.1% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,347 shares; 2024Q4: 3,380 shares; 2025Q1: 3,364 shares; 2025Q2: 6,624 shares; 2025Q3: 6,506 shares; 2025Q4: 6,523 shares; 2026Q1: 6,540 shares; 2026Q2: 6,555 shares 6,555 $315K 0.09% +15 Timeline SNWV SANUWAVE HEALTH INC More: the full row for SANUWAVE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 3,404 shares; 2025Q4: not reported; 2026Q1: 2,775 shares; 2026Q2: 3,100 shares 3,100 $309K 0.09% +325 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: 2,983 shares; 2026Q1: 3,386 shares; 2026Q2: 3,477 shares 3,477 $306K 0.09% +91 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 3,044 shares; 2025Q1: 3,093 shares; 2025Q2: 2,737 shares; 2025Q3: 2,739 shares; 2025Q4: 2,741 shares; 2026Q1: 2,743 shares; 2026Q2: 2,745 shares 2,745 $305K 0.09% +2 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,935 shares; 2026Q2: 3,554 shares 3,554 $294K 0.08% +619 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,398 shares; 2024Q4: 3,401 shares; 2025Q1: 3,404 shares; 2025Q2: 3,151 shares; 2025Q3: 3,111 shares; 2025Q4: 2,910 shares; 2026Q1: 2,913 shares; 2026Q2: 2,917 shares 2,917 $283K 0.08% +4 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,857 shares; 2024Q4: 2,948 shares; 2025Q1: 2,800 shares; 2025Q2: 2,758 shares; 2025Q3: 2,753 shares; 2025Q4: 2,753 shares; 2026Q1: 2,443 shares; 2026Q2: 2,443 shares 2,443 $278K 0.08% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,684 shares; 2025Q1: 1,732 shares; 2025Q2: 1,770 shares; 2025Q3: 1,678 shares; 2025Q4: 1,635 shares; 2026Q1: 998 shares; 2026Q2: 916 shares 916 $268K 0.08% -82 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,104 shares; 2024Q4: 15,679 shares; 2025Q1: 15,611 shares; 2025Q2: 17,624 shares; 2025Q3: 18,068 shares; 2025Q4: 19,050 shares; 2026Q1: 14,515 shares; 2026Q2: 8,227 shares 8,227 $260K 0.07% -6,288 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 reported; 2025Q4: not reported; 2026Q1: 1,469 shares; 2026Q2: 1,605 shares 1,605 $255K 0.07% +136 Timeline IWP 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: 1,658 shares; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 1,658 shares; 2025Q4: 1,658 shares; 2026Q1: 1,658 shares; 2026Q2: 1,658 shares 1,658 $243K 0.07% 0 Timeline PHO 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: 3,476 shares; 2024Q4: 3,476 shares; 2025Q1: 3,476 shares; 2025Q2: 3,476 shares; 2025Q3: 3,476 shares; 2025Q4: 3,476 shares; 2026Q1: 3,476 shares; 2026Q2: 3,476 shares 3,476 $240K 0.07% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,532 shares; 2026Q2: 8,575 shares 8,575 $238K 0.07% +43 Timeline IREN IREN LIMITED More: the full row for IREN 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 reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,118 shares 5,118 $234K 0.07% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 865 shares; 2025Q2: 897 shares; 2025Q3: 933 shares; 2025Q4: 936 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $231K 0.07% 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 196 shares 196 $226K 0.06% new Timeline COHERENT INC COHERENT INC More: the full row for COHERENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 565 shares 565 $223K 0.06% new EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,120 shares 2,120 $220K 0.06% new Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,241 shares; 2025Q3: 2,349 shares; 2025Q4: 2,369 shares; 2026Q1: 1,973 shares; 2026Q2: 1,986 shares 1,986 $220K 0.06% +13 Timeline BLUE OWL CREDIT INCOME CORP… BLUE OWL CREDIT INCOME CORP CLASS… More: the full row for BLUE OWL CREDIT INCOME CORP CLASS S 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: 12,640 shares; 2025Q4: 12,640 shares; 2026Q1: 12,640 shares; 2026Q2: 12,640 shares 12,640 $115K 0.03% 0