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: 10,984 shares; 2024Q4: 22,718 shares; 2025Q1: 22,277 shares; 2025Q2: 26,800 shares; 2025Q3: 30,006 shares; 2025Q4: 54,246 shares; 2026Q1: 54,246 shares; 2026Q2: 72,971 shares 72,971 $24.6M 3.37% +18,725 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: 48,085 shares; 2024Q4: 39,367 shares; 2025Q1: 113,251 shares; 2025Q2: 128,567 shares; 2025Q3: 187,272 shares; 2025Q4: 225,358 shares; 2026Q1: 225,358 shares; 2026Q2: 166,641 shares 166,641 $23.3M 3.19% -58,717 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: 11,864 shares; 2024Q4: 12,978 shares; 2025Q1: 13,144 shares; 2025Q2: 14,777 shares; 2025Q3: 16,584 shares; 2025Q4: 18,023 shares; 2026Q1: 18,023 shares; 2026Q2: 46,104 shares 46,104 $19.4M 2.66% +28,081 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: 2,941 shares; 2024Q4: 3,327 shares; 2025Q1: 3,071 shares; 2025Q2: 4,088 shares; 2025Q3: 4,806 shares; 2025Q4: 13,941 shares; 2026Q1: 13,941 shares; 2026Q2: 13,652 shares 13,652 $16M 2.19% -289 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: 5,233 shares; 2024Q4: 5,439 shares; 2025Q1: 5,791 shares; 2025Q2: 6,960 shares; 2025Q3: 10,251 shares; 2025Q4: 10,069 shares; 2026Q1: 10,069 shares; 2026Q2: 38,062 shares 38,062 $15.8M 2.16% +27,993 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,276 shares; 2026Q1: 37,276 shares; 2026Q2: 30,759 shares 30,759 $15.6M 2.14% -6,517 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,200 shares; 2024Q4: 28,500 shares; 2025Q1: 27,339 shares; 2025Q2: 23,871 shares; 2025Q3: 11,871 shares; 2025Q4: 88,650 shares; 2026Q1: 88,650 shares; 2026Q2: 74,809 shares 74,809 $15M 2.06% -13,841 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: 38,595 shares; 2024Q4: 42,634 shares; 2025Q1: 39,672 shares; 2025Q2: 43,255 shares; 2025Q3: 45,820 shares; 2025Q4: 46,017 shares; 2026Q1: 46,017 shares; 2026Q2: 51,470 shares 51,470 $14.9M 2.04% +5,453 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: 19,075 shares; 2024Q4: 20,594 shares; 2025Q1: 16,993 shares; 2025Q2: 21,541 shares; 2025Q3: 24,000 shares; 2025Q4: 27,276 shares; 2026Q1: 27,276 shares; 2026Q2: 57,469 shares 57,469 $14.5M 1.98% +30,193 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: 15,867 shares; 2024Q4: 16,692 shares; 2025Q1: 13,614 shares; 2025Q2: 20,569 shares; 2025Q3: 22,575 shares; 2025Q4: 26,022 shares; 2026Q1: 26,022 shares; 2026Q2: 39,844 shares 39,844 $14.2M 1.95% +13,822 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,626 shares; 2026Q1: 10,626 shares; 2026Q2: 8,699 shares 8,699 $14.2M 1.94% -1,927 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: 721 shares; 2024Q4: 721 shares; 2025Q1: 726 shares; 2025Q2: 726 shares; 2025Q3: 726 shares; 2025Q4: 726 shares; 2026Q1: 726 shares; 2026Q2: 24,482 shares 24,482 $14M 1.92% +23,756 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,376 shares; 2025Q3: 1,376 shares; 2025Q4: 66,353 shares; 2026Q1: 66,353 shares; 2026Q2: 28,284 shares 28,284 $13.6M 1.86% -38,069 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: 10,223 shares; 2024Q4: 10,634 shares; 2025Q1: 10,326 shares; 2025Q2: 12,807 shares; 2025Q3: 14,335 shares; 2025Q4: 16,633 shares; 2026Q1: 16,633 shares; 2026Q2: 37,982 shares 37,982 $13.4M 1.83% +21,349 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: 3,888 shares; 2024Q4: 4,057 shares; 2025Q1: 3,470 shares; 2025Q2: 4,502 shares; 2025Q3: 5,114 shares; 2025Q4: 5,882 shares; 2026Q1: 5,882 shares; 2026Q2: 13,079 shares 13,079 $12.3M 1.69% +7,197 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: 13,130 shares; 2024Q4: 15,431 shares; 2025Q1: 15,197 shares; 2025Q2: 17,052 shares; 2025Q3: 17,681 shares; 2025Q4: 10,261 shares; 2026Q1: 10,261 shares; 2026Q2: 21,303 shares 21,303 $11.9M 1.64% +11,042 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 75,048 shares; 2026Q1: 75,048 shares; 2026Q2: 40,744 shares 40,744 $11.9M 1.64% -34,304 ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,924 shares; 2024Q4: 24,000 shares; 2025Q1: 19,966 shares; 2025Q2: 26,638 shares; 2025Q3: 30,034 shares; 2025Q4: 36,269 shares; 2026Q1: 36,269 shares; 2026Q2: 85,947 shares 85,947 $11.9M 1.63% +49,678 Timeline ESN NORTHERN LTS FD TR II More: the full row for NORTHERN LTS FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 590,091 shares; 2025Q1: 592,538 shares; 2025Q2: 592,638 shares; 2025Q3: 591,038 shares; 2025Q4: 592,732 shares; 2026Q1: 592,732 shares; 2026Q2: 592,014 shares 592,014 $11.8M 1.61% -718 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: 7,954 shares; 2024Q4: 8,263 shares; 2025Q1: 8,104 shares; 2025Q2: 9,943 shares; 2025Q3: 11,973 shares; 2025Q4: 30,044 shares; 2026Q1: 30,044 shares; 2026Q2: 33,798 shares 33,798 $11.6M 1.59% +3,754 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,336 shares; 2026Q1: 28,336 shares; 2026Q2: 26,896 shares 26,896 $10.9M 1.49% -1,440 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 reported; 2025Q4: 5,043 shares; 2026Q1: 5,043 shares; 2026Q2: 59,145 shares 59,145 $10.8M 1.48% +54,102 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: 13,249 shares; 2024Q4: 13,970 shares; 2025Q1: 16,211 shares; 2025Q2: 20,541 shares; 2025Q3: 26,202 shares; 2025Q4: 31,003 shares; 2026Q1: 31,003 shares; 2026Q2: 39,734 shares 39,734 $10.2M 1.39% +8,731 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,084 shares; 2024Q4: 53,753 shares; 2025Q1: 41,806 shares; 2025Q2: 58,674 shares; 2025Q3: 65,976 shares; 2025Q4: 76,712 shares; 2026Q1: 76,712 shares; 2026Q2: 106,349 shares 106,349 $9.96M 1.36% +29,637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 78,479 shares 78,479 $9.62M 1.32% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,100 shares 86,100 $9.58M 1.31% new 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: 17,376 shares; 2024Q4: 18,031 shares; 2025Q1: 20,618 shares; 2025Q2: 24,736 shares; 2025Q3: 30,544 shares; 2025Q4: 35,124 shares; 2026Q1: 35,124 shares; 2026Q2: 37,425 shares 37,425 $9.5M 1.3% +2,301 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,410 shares; 2024Q4: 19,789 shares; 2025Q1: 17,850 shares; 2025Q2: 12,247 shares; 2025Q3: 11,679 shares; 2025Q4: 15,278 shares; 2026Q1: 15,278 shares; 2026Q2: 14,772 shares 14,772 $9.47M 1.3% -506 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: 27,021 shares; 2024Q4: 24,494 shares; 2025Q1: 41,955 shares; 2025Q2: 50,476 shares; 2025Q3: 70,270 shares; 2025Q4: 84,056 shares; 2026Q1: 84,056 shares; 2026Q2: 88,558 shares 88,558 $9.16M 1.26% +4,502 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: 16,214 shares; 2024Q4: 16,854 shares; 2025Q1: 14,720 shares; 2025Q2: 18,645 shares; 2025Q3: 20,942 shares; 2025Q4: 23,826 shares; 2026Q1: 23,826 shares; 2026Q2: 26,824 shares 26,824 $8.78M 1.2% +2,998 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 79,403 shares 79,403 $8.61M 1.18% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,975 shares; 2024Q4: 35,693 shares; 2025Q1: 36,322 shares; 2025Q2: 46,675 shares; 2025Q3: 58,112 shares; 2025Q4: 66,615 shares; 2026Q1: 66,615 shares; 2026Q2: 104,516 shares 104,516 $8.5M 1.17% +37,901 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: 23,306 shares; 2024Q4: 24,440 shares; 2025Q1: 24,724 shares; 2025Q2: 31,532 shares; 2025Q3: 39,165 shares; 2025Q4: 45,585 shares; 2026Q1: 45,585 shares; 2026Q2: 61,228 shares 61,228 $8.45M 1.16% +15,643 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,780 shares; 2024Q4: 10,260 shares; 2025Q1: 10,076 shares; 2025Q2: 12,967 shares; 2025Q3: 15,947 shares; 2025Q4: 18,638 shares; 2026Q1: 18,638 shares; 2026Q2: 24,254 shares 24,254 $8.26M 1.13% +5,616 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: 2,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,253 shares 43,253 $8.26M 1.13% new 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: 77,987 shares; 2024Q4: 81,734 shares; 2025Q1: 76,606 shares; 2025Q2: 102,399 shares; 2025Q3: 125,002 shares; 2025Q4: 146,480 shares; 2026Q1: 146,480 shares; 2026Q2: 224,298 shares 224,298 $8.25M 1.13% +77,818 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,415 shares; 2024Q4: 31,423 shares; 2025Q1: 35,371 shares; 2025Q2: 44,138 shares; 2025Q3: 55,416 shares; 2025Q4: 64,166 shares; 2026Q1: 64,166 shares; 2026Q2: 97,027 shares 97,027 $8.11M 1.11% +32,861 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: 8,579 shares; 2024Q4: 8,889 shares; 2025Q1: 8,507 shares; 2025Q2: 10,361 shares; 2025Q3: 11,937 shares; 2025Q4: 13,449 shares; 2026Q1: 13,449 shares; 2026Q2: 15,896 shares 15,896 $7.95M 1.09% +2,447 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: not reported; 2024Q4: not reported; 2025Q1: 59,067 shares; 2025Q2: 58,705 shares; 2025Q3: 92,671 shares; 2025Q4: 110,764 shares; 2026Q1: 110,764 shares; 2026Q2: 124,659 shares 124,659 $7.84M 1.07% +13,895 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: 13,722 shares; 2024Q4: 14,340 shares; 2025Q1: 13,925 shares; 2025Q2: 17,647 shares; 2025Q3: 21,385 shares; 2025Q4: 24,838 shares; 2026Q1: 24,838 shares; 2026Q2: 34,772 shares 34,772 $7.75M 1.06% +9,934 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: 21,583 shares; 2024Q4: 22,717 shares; 2025Q1: 23,461 shares; 2025Q2: 30,282 shares; 2025Q3: 37,899 shares; 2025Q4: 44,627 shares; 2026Q1: 44,627 shares; 2026Q2: 61,196 shares 61,196 $7.75M 1.06% +16,569 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,228 shares; 2024Q4: 9,675 shares; 2025Q1: 9,760 shares; 2025Q2: 12,448 shares; 2025Q3: 15,577 shares; 2025Q4: 18,020 shares; 2026Q1: 18,020 shares; 2026Q2: 23,863 shares 23,863 $7.47M 1.02% +5,843 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,297 shares; 2024Q4: 39,646 shares; 2025Q1: 47,726 shares; 2025Q2: 60,129 shares; 2025Q3: 77,106 shares; 2025Q4: 90,464 shares; 2026Q1: 90,464 shares; 2026Q2: 115,773 shares 115,773 $7.29M 1% +25,309 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: 51,422 shares; 2024Q4: 52,519 shares; 2025Q1: 61,702 shares; 2025Q2: 78,802 shares; 2025Q3: 100,957 shares; 2025Q4: 115,735 shares; 2026Q1: 115,735 shares; 2026Q2: 171,664 shares 171,664 $7.27M 1% +55,929 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: 164,681 shares; 2024Q4: 167,571 shares; 2025Q1: 230,046 shares; 2025Q2: 287,920 shares; 2025Q3: 383,294 shares; 2025Q4: 457,217 shares; 2026Q1: 457,217 shares; 2026Q2: 509,182 shares 509,182 $7.08M 0.97% +51,965 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: 13,720 shares; 2024Q4: 14,707 shares; 2025Q1: 17,927 shares; 2025Q2: 23,139 shares; 2025Q3: 30,345 shares; 2025Q4: 61,272 shares; 2026Q1: 61,272 shares; 2026Q2: 52,949 shares 52,949 $6.97M 0.95% -8,323 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: 13,973 shares; 2024Q4: 14,659 shares; 2025Q1: 12,814 shares; 2025Q2: 16,935 shares; 2025Q3: 19,983 shares; 2025Q4: 23,396 shares; 2026Q1: 23,396 shares; 2026Q2: 24,715 shares 24,715 $6.95M 0.95% +1,319 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,799 shares; 2024Q4: 18,802 shares; 2025Q1: 17,213 shares; 2025Q2: 23,410 shares; 2025Q3: 28,551 shares; 2025Q4: 34,146 shares; 2026Q1: 34,146 shares; 2026Q2: 42,423 shares 42,423 $6.87M 0.94% +8,277 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: 5,114 shares; 2024Q4: 5,354 shares; 2025Q1: 5,606 shares; 2025Q2: 7,043 shares; 2025Q3: 8,654 shares; 2025Q4: 9,972 shares; 2026Q1: 9,972 shares; 2026Q2: 13,218 shares 13,218 $6.73M 0.92% +3,246 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: 10,193 shares; 2024Q4: 15,368 shares; 2025Q1: 14,604 shares; 2025Q2: 17,496 shares; 2025Q3: 22,658 shares; 2025Q4: 26,669 shares; 2026Q1: 26,669 shares; 2026Q2: 30,860 shares 30,860 $6.68M 0.92% +4,191 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: 73,671 shares; 2024Q4: 77,075 shares; 2025Q1: 92,766 shares; 2025Q2: 116,395 shares; 2025Q3: 149,996 shares; 2025Q4: 165,300 shares; 2026Q1: 165,300 shares; 2026Q2: 274,859 shares 274,859 $6.62M 0.91% +109,559 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: 982 shares; 2024Q4: 3,928 shares; 2025Q1: 4,918 shares; 2025Q2: 4,918 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,133 shares 36,133 $6.51M 0.89% new HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 15,506 shares; 2026Q1: 15,506 shares; 2026Q2: 15,853 shares 15,853 $6.38M 0.87% +347 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,089 shares; 2024Q4: 53,112 shares; 2025Q1: 52,243 shares; 2025Q2: 48,521 shares; 2025Q3: 46,065 shares; 2025Q4: 42,967 shares; 2026Q1: 42,967 shares; 2026Q2: 38,509 shares 38,509 $6.3M 0.86% -4,458 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: 10,118 shares; 2024Q4: 10,599 shares; 2025Q1: 9,978 shares; 2025Q2: 12,869 shares; 2025Q3: 15,210 shares; 2025Q4: 17,470 shares; 2026Q1: 17,470 shares; 2026Q2: 28,115 shares 28,115 $6.3M 0.86% +10,645 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: 6,245 shares; 2024Q4: 18,575 shares; 2025Q1: 18,748 shares; 2025Q2: 19,372 shares; 2025Q3: 17,430 shares; 2025Q4: 33,472 shares; 2026Q1: 33,472 shares; 2026Q2: 31,824 shares 31,824 $6.06M 0.83% -1,648 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: 10,630 shares; 2024Q4: 11,179 shares; 2025Q1: 10,978 shares; 2025Q2: 14,280 shares; 2025Q3: 17,748 shares; 2025Q4: 20,822 shares; 2026Q1: 20,822 shares; 2026Q2: 27,147 shares 27,147 $5.99M 0.82% +6,325 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,673 shares 60,673 $5.67M 0.78% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 6,205 shares; 2026Q1: 6,205 shares; 2026Q2: 5,265 shares 5,265 $5.37M 0.74% -940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,325 shares 14,325 $5.06M 0.69% new 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: 8,155 shares; 2024Q4: 8,145 shares; 2025Q1: 8,395 shares; 2025Q2: 8,140 shares; 2025Q3: not reported; 2025Q4: 12,159 shares; 2026Q1: 12,159 shares; 2026Q2: 13,007 shares 13,007 $5.06M 0.69% +848 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: 9,352 shares; 2024Q4: 11,396 shares; 2025Q1: 14,293 shares; 2025Q2: 15,761 shares; 2025Q3: 9,491 shares; 2025Q4: 9,409 shares; 2026Q1: 9,409 shares; 2026Q2: 6,553 shares 6,553 $4.89M 0.67% -2,856 Timeline PSUS PERSHING SQUARE USA LTD More: the full row for PERSHING SQUARE USA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119,307 shares 119,307 $4.47M 0.61% 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: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 59,744 shares 59,744 $4.28M 0.59% +57,524 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 57,516 shares; 2025Q1: 62,829 shares; 2025Q2: 64,427 shares; 2025Q3: 64,848 shares; 2025Q4: 70,644 shares; 2026Q1: 70,644 shares; 2026Q2: 76,874 shares 76,874 $3.89M 0.53% +6,230 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: 30,374 shares; 2025Q1: 30,269 shares; 2025Q2: 29,599 shares; 2025Q3: 29,651 shares; 2025Q4: 29,651 shares; 2026Q1: 29,651 shares; 2026Q2: 29,263 shares 29,263 $3.23M 0.44% -388 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,976 shares; 2024Q4: 35,222 shares; 2025Q1: 34,162 shares; 2025Q2: 32,134 shares; 2025Q3: 32,040 shares; 2025Q4: 32,159 shares; 2026Q1: 32,159 shares; 2026Q2: 25,284 shares 25,284 $3.22M 0.44% -6,875 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: 7,947 shares; 2024Q4: 26,124 shares; 2025Q1: 26,305 shares; 2025Q2: 25,434 shares; 2025Q3: 25,279 shares; 2025Q4: 21,290 shares; 2026Q1: 21,290 shares; 2026Q2: 17,312 shares 17,312 $3.21M 0.44% -3,978 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,465 shares; 2026Q1: 13,465 shares; 2026Q2: 11,169 shares 11,169 $3.15M 0.43% -2,296 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 10,099 shares; 2026Q1: 10,099 shares; 2026Q2: 8,370 shares 8,370 $3.13M 0.43% -1,729 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,908 shares 12,908 $3.12M 0.43% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,971 shares; 2024Q4: 49,873 shares; 2025Q1: 49,246 shares; 2025Q2: 45,361 shares; 2025Q3: 46,758 shares; 2025Q4: 44,307 shares; 2026Q1: 44,307 shares; 2026Q2: 33,753 shares 33,753 $3.06M 0.42% -10,554 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,495 shares; 2024Q4: 18,851 shares; 2025Q1: 16,205 shares; 2025Q2: 14,496 shares; 2025Q3: 14,194 shares; 2025Q4: 13,505 shares; 2026Q1: 13,505 shares; 2026Q2: 11,857 shares 11,857 $2.99M 0.41% -1,648 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: 7,360 shares; 2024Q4: 7,360 shares; 2025Q1: 7,402 shares; 2025Q2: 7,402 shares; 2025Q3: 7,282 shares; 2025Q4: 6,546 shares; 2026Q1: 6,546 shares; 2026Q2: 8,023 shares 8,023 $2.83M 0.39% +1,477 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: 27,460 shares; 2024Q4: 12,145 shares; 2025Q1: 9,295 shares; 2025Q2: 9,295 shares; 2025Q3: 4,895 shares; 2025Q4: 55,342 shares; 2026Q1: 55,342 shares; 2026Q2: 44,482 shares 44,482 $2.74M 0.38% -10,860 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: 1,641 shares; 2024Q4: 8,934 shares; 2025Q1: 8,935 shares; 2025Q2: 8,879 shares; 2025Q3: 8,906 shares; 2025Q4: 9,033 shares; 2026Q1: 9,033 shares; 2026Q2: 9,040 shares 9,040 $2.72M 0.37% +7 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: 3,285 shares; 2024Q4: 2,245 shares; 2025Q1: 3,865 shares; 2025Q2: 4,852 shares; 2025Q3: 3,847 shares; 2025Q4: 3,845 shares; 2026Q1: 3,845 shares; 2026Q2: 5,840 shares 5,840 $2.46M 0.34% +1,995 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: 2,594 shares; 2024Q4: 2,594 shares; 2025Q1: 2,594 shares; 2025Q2: 2,554 shares; 2025Q3: 2,554 shares; 2025Q4: 2,554 shares; 2026Q1: 2,554 shares; 2026Q2: 2,377 shares 2,377 $2.29M 0.31% -177 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: 1,891 shares; 2024Q4: 1,550 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,456 shares; 2026Q1: 5,456 shares; 2026Q2: 11,454 shares 11,454 $2.18M 0.3% +5,998 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: 1,883 shares; 2024Q4: 2,609 shares; 2025Q1: 2,590 shares; 2025Q2: 2,572 shares; 2025Q3: 2,422 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares; 2026Q2: 2,019 shares 2,019 $2.15M 0.29% -278 Timeline XLC 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: 4,348 shares; 2024Q4: 9,796 shares; 2025Q1: 9,590 shares; 2025Q2: 13,109 shares; 2025Q3: 12,060 shares; 2025Q4: 16,671 shares; 2026Q1: 16,671 shares; 2026Q2: 17,520 shares 17,520 $1.88M 0.26% +849 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO 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: 11,848 shares 11,848 $1.79M 0.25% new 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: 862 shares; 2024Q4: 858 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 5,916 shares; 2026Q1: 5,916 shares; 2026Q2: 5,188 shares 5,188 $1.68M 0.23% -728 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,231 shares; 2024Q4: 9,231 shares; 2025Q1: 13,028 shares; 2025Q2: 13,028 shares; 2025Q3: 13,114 shares; 2025Q4: 13,187 shares; 2026Q1: 13,187 shares; 2026Q2: 13,547 shares 13,547 $1.56M 0.21% +360 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,184 shares; 2024Q4: 20,078 shares; 2025Q1: 19,312 shares; 2025Q2: 17,493 shares; 2025Q3: 13,670 shares; 2025Q4: 13,726 shares; 2026Q1: 13,726 shares; 2026Q2: 8,640 shares 8,640 $1.44M 0.2% -5,086 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: 3,364 shares; 2025Q3: 7,171 shares; 2025Q4: 26,030 shares; 2026Q1: 26,030 shares; 2026Q2: 29,947 shares 29,947 $1.36M 0.19% +3,917 Timeline PSI 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: 12,340 shares; 2024Q4: 12,340 shares; 2025Q1: 7,613 shares; 2025Q2: 6,850 shares; 2025Q3: 6,849 shares; 2025Q4: 7,145 shares; 2026Q1: 7,145 shares; 2026Q2: 7,147 shares 7,147 $1.34M 0.18% +2 Timeline SPIB 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: 33,195 shares; 2025Q1: 33,112 shares; 2025Q2: 33,673 shares; 2025Q3: 33,905 shares; 2025Q4: 36,547 shares; 2026Q1: 36,547 shares; 2026Q2: 39,891 shares 39,891 $1.33M 0.18% +3,344 Timeline DBEZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,731 shares; 2024Q4: 13,731 shares; 2025Q1: 19,024 shares; 2025Q2: 19,024 shares; 2025Q3: 19,151 shares; 2025Q4: 19,263 shares; 2026Q1: 19,263 shares; 2026Q2: 19,748 shares 19,748 $1.24M 0.17% +485 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,960 shares; 2024Q4: 22,386 shares; 2025Q1: 22,336 shares; 2025Q2: 17,498 shares; 2025Q3: 16,846 shares; 2025Q4: 19,319 shares; 2026Q1: 19,319 shares; 2026Q2: 19,434 shares 19,434 $1.16M 0.16% +115 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: 10,419 shares; 2024Q4: 10,419 shares; 2025Q1: 10,461 shares; 2025Q2: 10,463 shares; 2025Q3: 10,463 shares; 2025Q4: 10,169 shares; 2026Q1: 10,169 shares; 2026Q2: 9,962 shares 9,962 $1.13M 0.15% -207 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,583 shares; 2024Q4: 22,583 shares; 2025Q1: 19,268 shares; 2025Q2: 19,268 shares; 2025Q3: 19,268 shares; 2025Q4: 19,268 shares; 2026Q1: 19,268 shares; 2026Q2: 19,268 shares 19,268 $1.09M 0.15% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,116 shares; 2024Q4: 13,116 shares; 2025Q1: 19,020 shares; 2025Q2: 19,020 shares; 2025Q3: 19,169 shares; 2025Q4: 19,301 shares; 2026Q1: 19,301 shares; 2026Q2: 19,856 shares 19,856 $1.08M 0.15% +555 Timeline QMCO QUANTUM CORP More: the full row for QUANTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,274 shares 90,274 $961K 0.13% new Timeline GOVT 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: 35,755 shares; 2025Q1: 35,506 shares; 2025Q2: 36,495 shares; 2025Q3: 36,616 shares; 2025Q4: 37,970 shares; 2026Q1: 37,970 shares; 2026Q2: 40,253 shares 40,253 $917K 0.13% +2,283 Timeline SPLB 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: 36,313 shares; 2025Q1: 36,418 shares; 2025Q2: 37,273 shares; 2025Q3: 31,985 shares; 2025Q4: 34,150 shares; 2026Q1: 34,150 shares; 2026Q2: 38,514 shares 38,514 $863K 0.12% +4,364 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,345 shares; 2024Q4: 4,195 shares; 2025Q1: 4,140 shares; 2025Q2: 4,094 shares; 2025Q3: 4,094 shares; 2025Q4: 4,094 shares; 2026Q1: 4,094 shares; 2026Q2: 4,094 shares 4,094 $856K 0.12% 0 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: 5,108 shares; 2024Q4: 5,062 shares; 2025Q1: 5,062 shares; 2025Q2: 5,012 shares; 2025Q3: 3,812 shares; 2025Q4: 3,614 shares; 2026Q1: 3,614 shares; 2026Q2: 3,484 shares 3,484 $845K 0.12% -130 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,222 shares; 2024Q4: 10,222 shares; 2025Q1: 10,559 shares; 2025Q2: 9,693 shares; 2025Q3: 8,798 shares; 2025Q4: 10,534 shares; 2026Q1: 10,534 shares; 2026Q2: 8,275 shares 8,275 $837K 0.11% -2,259 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,191 shares; 2024Q4: 27,115 shares; 2025Q1: 22,723 shares; 2025Q2: 17,065 shares; 2025Q3: 16,529 shares; 2025Q4: 11,260 shares; 2026Q1: 11,260 shares; 2026Q2: 9,269 shares 9,269 $804K 0.11% -1,991 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: 9,074 shares; 2024Q4: 9,074 shares; 2025Q1: 8,040 shares; 2025Q2: 7,826 shares; 2025Q3: 7,971 shares; 2025Q4: 7,896 shares; 2026Q1: 7,896 shares; 2026Q2: 6,720 shares 6,720 $789K 0.11% -1,176 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,132 shares; 2024Q4: 8,132 shares; 2025Q1: 5,631 shares; 2025Q2: 5,631 shares; 2025Q3: 5,631 shares; 2025Q4: 5,631 shares; 2026Q1: 5,631 shares; 2026Q2: 13,082 shares 13,082 $735K 0.1% +7,451 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,683 shares; 2024Q4: 8,683 shares; 2025Q1: 8,683 shares; 2025Q2: 8,683 shares; 2025Q3: 8,683 shares; 2025Q4: 10,243 shares; 2026Q1: 10,243 shares; 2026Q2: 9,461 shares 9,461 $714K 0.1% -782 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: 5,328 shares; 2024Q4: 5,317 shares; 2025Q1: 5,317 shares; 2025Q2: 5,309 shares; 2025Q3: 899 shares; 2025Q4: 7,496 shares; 2026Q1: 7,496 shares; 2026Q2: 959 shares 959 $706K 0.1% -6,537 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,339 shares; 2024Q4: 14,489 shares; 2025Q1: 15,218 shares; 2025Q2: 12,909 shares; 2025Q3: 13,101 shares; 2025Q4: 11,604 shares; 2026Q1: 11,604 shares; 2026Q2: 11,065 shares 11,065 $691K 0.09% -539 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: 2,025 shares; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,023 shares; 2026Q1: 2,023 shares; 2026Q2: 2,043 shares 2,043 $691K 0.09% +20 Timeline EMB 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: 5,277 shares; 2025Q1: 5,690 shares; 2025Q2: 5,834 shares; 2025Q3: 5,913 shares; 2025Q4: 6,208 shares; 2026Q1: 6,208 shares; 2026Q2: 6,877 shares 6,877 $663K 0.09% +669 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,606 shares; 2024Q4: 5,606 shares; 2025Q1: 4,619 shares; 2025Q2: 4,619 shares; 2025Q3: 3,699 shares; 2025Q4: 3,719 shares; 2026Q1: 3,719 shares; 2026Q2: 3,727 shares 3,727 $658K 0.09% +8 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: 5,713 shares; 2024Q4: 11,445 shares; 2025Q1: 11,162 shares; 2025Q2: 11,162 shares; 2025Q3: 8,992 shares; 2025Q4: 9,301 shares; 2026Q1: 9,301 shares; 2026Q2: 9,235 shares 9,235 $658K 0.09% -66 Timeline IDGT 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: 5,460 shares 5,460 $654K 0.09% new Timeline IYZ 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: 28,330 shares; 2025Q3: 25,160 shares; 2025Q4: 26,171 shares; 2026Q1: 26,171 shares; 2026Q2: 14,983 shares 14,983 $634K 0.09% -11,188 Timeline XLF 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: 9,568 shares; 2024Q4: 9,568 shares; 2025Q1: 9,528 shares; 2025Q2: 9,528 shares; 2025Q3: 11,213 shares; 2025Q4: 11,213 shares; 2026Q1: 11,213 shares; 2026Q2: 11,213 shares 11,213 $601K 0.08% 0 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: not reported; 2026Q2: 16,379 shares 16,379 $597K 0.08% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,510 shares; 2024Q4: 3,510 shares; 2025Q1: 3,510 shares; 2025Q2: 3,510 shares; 2025Q3: 3,510 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,510 shares 3,510 $577K 0.08% 0 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: not reported; 2024Q4: 8,341 shares; 2025Q1: 8,051 shares; 2025Q2: 8,096 shares; 2025Q3: 7,971 shares; 2025Q4: 8,151 shares; 2026Q1: 8,151 shares; 2026Q2: 8,566 shares 8,566 $576K 0.08% +415 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: 4,011 shares; 2025Q1: 3,998 shares; 2025Q2: 3,909 shares; 2025Q3: 3,909 shares; 2025Q4: 3,909 shares; 2026Q1: 3,909 shares; 2026Q2: 3,909 shares 3,909 $572K 0.08% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,041 shares; 2024Q4: 7,757 shares; 2025Q1: 7,986 shares; 2025Q2: 6,848 shares; 2025Q3: 7,020 shares; 2025Q4: 6,666 shares; 2026Q1: 6,666 shares; 2026Q2: 6,310 shares 6,310 $563K 0.08% -356 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,868 shares; 2026Q1: 14,868 shares; 2026Q2: 23,597 shares 23,597 $563K 0.08% +8,729 Timeline ARQQ ARQIT QUANTUM INC More: the full row for ARQIT QUANTUM 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: 31,394 shares 31,394 $538K 0.07% new 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: 14,935 shares; 2024Q4: 18,969 shares; 2025Q1: 20,094 shares; 2025Q2: 14,262 shares; 2025Q3: 10,542 shares; 2025Q4: 9,462 shares; 2026Q1: 9,462 shares; 2026Q2: 9,312 shares 9,312 $526K 0.07% -150 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,544 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,885 shares 2,885 $518K 0.07% new 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: not reported; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,442 shares; 2025Q3: 1,296 shares; 2025Q4: 1,314 shares; 2026Q1: 1,314 shares; 2026Q2: 1,311 shares 1,311 $516K 0.07% -3 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: 9,808 shares; 2024Q4: 9,808 shares; 2025Q1: 9,697 shares; 2025Q2: 9,363 shares; 2025Q3: 6,543 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 4,930 shares 4,930 $515K 0.07% -70 Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 62,978 shares 62,978 $510K 0.07% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,769 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares; 2026Q2: 3,762 shares 3,762 $501K 0.07% -120 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 27,395 shares 27,395 $495K 0.07% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 32,624 shares 32,624 $488K 0.07% new Timeline EIS 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: 4,488 shares; 2025Q2: 3,456 shares; 2025Q3: 3,465 shares; 2025Q4: 3,999 shares; 2026Q1: 3,999 shares; 2026Q2: 3,837 shares 3,837 $463K 0.06% -162 Timeline PKB 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: 6,061 shares; 2024Q4: 6,061 shares; 2025Q1: 3,843 shares; 2025Q2: 3,843 shares; 2025Q3: 3,843 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares; 2026Q2: 4,047 shares 4,047 $454K 0.06% +396 Timeline DE DEERE & CO More: the full row for DEERE & 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: not reported; 2026Q1: not reported; 2026Q2: 701 shares 701 $445K 0.06% new Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,148 shares; 2024Q4: 9,099 shares; 2025Q1: 9,061 shares; 2025Q2: 9,061 shares; 2025Q3: 6,858 shares; 2025Q4: 3,212 shares; 2026Q1: 3,212 shares; 2026Q2: 3,152 shares 3,152 $443K 0.06% -60 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: 5,830 shares; 2024Q4: 5,830 shares; 2025Q1: 3,780 shares; 2025Q2: 3,468 shares; 2025Q3: 3,467 shares; 2025Q4: 3,343 shares; 2026Q1: 3,343 shares; 2026Q2: 3,149 shares 3,149 $429K 0.06% -194 Timeline EWI ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,183 shares; 2024Q4: 9,146 shares; 2025Q1: 9,376 shares; 2025Q2: 9,224 shares; 2025Q3: 9,240 shares; 2025Q4: 9,210 shares; 2026Q1: 9,210 shares; 2026Q2: 7,068 shares 7,068 $419K 0.06% -2,142 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,375 shares; 2025Q3: 2,661 shares; 2025Q4: 3,066 shares; 2026Q1: 3,066 shares; 2026Q2: 3,519 shares 3,519 $412K 0.06% +453 Timeline XTN 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: 3,425 shares; 2024Q4: 3,425 shares; 2025Q1: 3,425 shares; 2025Q2: 3,425 shares; 2025Q3: 3,425 shares; 2025Q4: 3,425 shares; 2026Q1: 3,425 shares; 2026Q2: 3,425 shares 3,425 $396K 0.05% 0 Timeline EPOL 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: 12,005 shares; 2025Q3: 12,469 shares; 2025Q4: 12,469 shares; 2026Q1: 12,469 shares; 2026Q2: 9,797 shares 9,797 $378K 0.05% -2,672 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: 566 shares; 2026Q1: 566 shares; 2026Q2: 566 shares 566 $371K 0.05% 0 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: 5,942 shares; 2025Q1: 5,931 shares; 2025Q2: 5,931 shares; 2025Q3: 5,889 shares; 2025Q4: 6,077 shares; 2026Q1: 6,077 shares; 2026Q2: 6,057 shares 6,057 $362K 0.05% -20 Timeline IGLB 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: 5,427 shares; 2025Q1: 5,427 shares; 2025Q2: 4,920 shares; 2025Q3: 7,420 shares; 2025Q4: 7,220 shares; 2026Q1: 7,220 shares; 2026Q2: 7,196 shares 7,196 $360K 0.05% -24 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: 6,589 shares; 2024Q4: 6,589 shares; 2025Q1: 6,375 shares; 2025Q2: 6,375 shares; 2025Q3: 6,371 shares; 2025Q4: 5,171 shares; 2026Q1: 5,171 shares; 2026Q2: 4,411 shares 4,411 $358K 0.05% -760 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,394 shares; 2025Q1: 1,346 shares; 2025Q2: 1,313 shares; 2025Q3: 1,313 shares; 2025Q4: 1,313 shares; 2026Q1: 1,313 shares; 2026Q2: 1,326 shares 1,326 $358K 0.05% +13 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: 1,760 shares; 2024Q4: 1,760 shares; 2025Q1: 1,753 shares; 2025Q2: 1,753 shares; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares; 2026Q2: 1,710 shares 1,710 $351K 0.05% -43 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,713 shares; 2024Q4: 13,582 shares; 2025Q1: 13,584 shares; 2025Q2: 11,247 shares; 2025Q3: 11,687 shares; 2025Q4: 11,656 shares; 2026Q1: 11,656 shares; 2026Q2: 11,923 shares 11,923 $348K 0.05% +267 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: 3,758 shares; 2024Q4: 3,758 shares; 2025Q1: 3,758 shares; 2025Q2: 3,783 shares; 2025Q3: 451 shares; 2025Q4: 687 shares; 2026Q1: 687 shares; 2026Q2: 490 shares 490 $337K 0.05% -197 Timeline PBD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,089 shares 17,089 $335K 0.05% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,736 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,110 shares; 2025Q4: 7,897 shares; 2026Q1: 7,897 shares; 2026Q2: 6,143 shares 6,143 $328K 0.05% -1,754 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,314 shares; 2026Q1: 14,314 shares; 2026Q2: 15,061 shares 15,061 $322K 0.04% +747 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: 1,137 shares; 2024Q4: 1,137 shares; 2025Q1: 908 shares; 2025Q2: 908 shares; 2025Q3: 826 shares; 2025Q4: 6,726 shares; 2026Q1: 6,726 shares; 2026Q2: 423 shares 423 $317K 0.04% -6,303 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: 4,334 shares; 2024Q4: 4,200 shares; 2025Q1: 4,144 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,737 shares; 2026Q1: 3,737 shares; 2026Q2: 2,630 shares 2,630 $311K 0.04% -1,107 Timeline EPU 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: 3,933 shares; 2025Q4: 4,063 shares; 2026Q1: 4,063 shares; 2026Q2: 3,712 shares 3,712 $310K 0.04% -351 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,540 shares; 2024Q4: 4,540 shares; 2025Q1: 4,540 shares; 2025Q2: 4,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,540 shares; 2026Q1: 4,540 shares; 2026Q2: 4,540 shares 4,540 $304K 0.04% 0 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: 881 shares; 2024Q4: 881 shares; 2025Q1: 881 shares; 2025Q2: 881 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 840 shares; 2026Q2: 820 shares 820 $303K 0.04% -20 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,183 shares; 2026Q1: 5,183 shares; 2026Q2: 7,181 shares 7,181 $292K 0.04% +1,998 Timeline XLP 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: 8,151 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 9,306 shares; 2025Q3: 2,688 shares; 2025Q4: 3,739 shares; 2026Q1: 3,739 shares; 2026Q2: 3,464 shares 3,464 $288K 0.04% -275 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: 3,001 shares; 2024Q4: 3,001 shares; 2025Q1: 3,001 shares; 2025Q2: 3,001 shares; 2025Q3: 3,001 shares; 2025Q4: 3,001 shares; 2026Q1: 3,001 shares; 2026Q2: 3,001 shares 3,001 $287K 0.04% 0 Timeline EWY 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: not reported; 2026Q2: 1,409 shares 1,409 $284K 0.04% new Timeline KNCT 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 reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,336 shares 1,336 $282K 0.04% new 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: 1,843 shares; 2024Q4: 1,843 shares; 2025Q1: 1,843 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,843 shares; 2026Q2: 1,624 shares 1,624 $269K 0.04% -219 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,763 shares; 2024Q4: 7,380 shares; 2025Q1: 7,381 shares; 2025Q2: 5,872 shares; 2025Q3: 5,823 shares; 2025Q4: 4,114 shares; 2026Q1: 4,114 shares; 2026Q2: 3,356 shares 3,356 $263K 0.04% -758 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,572 shares 12,572 $262K 0.04% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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 reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $256K 0.04% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,651 shares; 2024Q4: 15,872 shares; 2025Q1: 19,810 shares; 2025Q2: 17,242 shares; 2025Q3: 17,452 shares; 2025Q4: 9,832 shares; 2026Q1: 9,832 shares; 2026Q2: 5,171 shares 5,171 $249K 0.03% -4,661 Timeline PXE 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: 13,999 shares; 2024Q4: 13,999 shares; 2025Q1: 10,089 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,027 shares 7,027 $238K 0.03% new Timeline GARY ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,350 shares 8,350 $232K 0.03% new 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: 4,000 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,350 shares; 2025Q3: 3,000 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares; 2026Q2: 2,410 shares 2,410 $231K 0.03% -440 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $221K 0.03% new Timeline HYHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,759 shares; 2024Q4: 8,538 shares; 2025Q1: 8,537 shares; 2025Q2: 6,794 shares; 2025Q3: 6,731 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 3,270 shares 3,270 $212K 0.03% -930 Timeline ASPI ASP ISOTOPES INC More: the full row for ASP ISOTOPES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,600 shares; 2024Q4: 17,250 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: not reported; 2026Q2: 12,000 shares 12,000 $74.6K 0.01% new Timeline DOMH DOMINARI HOLDINGS INC More: the full row for DOMINARI HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,954 shares; 2025Q3: 13,954 shares; 2025Q4: 13,954 shares; 2026Q1: not reported; 2026Q2: 13,954 shares 13,954 $43.8K 0.01% new Timeline