AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 278,746 shares; 2024Q4: 276,782 shares; 2025Q1: 279,632 shares; 2025Q2: 287,069 shares; 2025Q3: 289,888 shares; 2025Q4: 285,063 shares; 2026Q1: 285,635 shares; 2026Q2: 240,401 shares 240,401 $69.6M 6.46% -45,234 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: 362,286 shares; 2024Q4: 360,446 shares; 2025Q1: 381,671 shares; 2025Q2: 390,742 shares; 2025Q3: 429,786 shares; 2025Q4: 411,012 shares; 2026Q1: 397,226 shares; 2026Q2: 282,240 shares 282,240 $56.5M 5.25% -114,986 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: 177,532 shares; 2024Q4: 179,866 shares; 2025Q1: 187,056 shares; 2025Q2: 193,216 shares; 2025Q3: 196,300 shares; 2025Q4: 185,673 shares; 2026Q1: 180,049 shares; 2026Q2: 139,991 shares 139,991 $50M 4.65% -40,058 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: 121,096 shares; 2024Q4: 122,752 shares; 2025Q1: 126,524 shares; 2025Q2: 128,490 shares; 2025Q3: 130,160 shares; 2025Q4: 127,557 shares; 2026Q1: 131,743 shares; 2026Q2: 117,102 shares 117,102 $43.7M 4.06% -14,641 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: 106,533 shares; 2024Q4: 104,354 shares; 2025Q1: 98,254 shares; 2025Q2: 98,359 shares; 2025Q3: 103,445 shares; 2025Q4: 66,601 shares; 2026Q1: 60,055 shares; 2026Q2: 50,540 shares 50,540 $37.8M 3.52% -9,515 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: 173,853 shares; 2024Q4: 175,670 shares; 2025Q1: 170,149 shares; 2025Q2: 177,210 shares; 2025Q3: 181,746 shares; 2025Q4: 180,060 shares; 2026Q1: 187,457 shares; 2026Q2: 155,096 shares 155,096 $37M 3.43% -32,361 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: 123,325 shares; 2024Q4: 123,413 shares; 2025Q1: 118,956 shares; 2025Q2: 121,730 shares; 2025Q3: 122,663 shares; 2025Q4: 122,591 shares; 2026Q1: 121,421 shares; 2026Q2: 104,464 shares 104,464 $34.2M 3.18% -16,957 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: 457,036 shares; 2024Q4: 488,666 shares; 2025Q1: 472,904 shares; 2025Q2: 480,481 shares; 2025Q3: 493,727 shares; 2025Q4: 492,086 shares; 2026Q1: 417,266 shares; 2026Q2: 367,274 shares 367,274 $32.3M 3% -49,992 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: 57,352 shares; 2024Q4: 59,846 shares; 2025Q1: 71,216 shares; 2025Q2: 75,570 shares; 2025Q3: 79,286 shares; 2025Q4: 67,807 shares; 2026Q1: 57,551 shares; 2026Q2: 52,733 shares 52,733 $30.6M 2.85% -4,818 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: 25,530 shares; 2024Q4: 26,361 shares; 2025Q1: 28,805 shares; 2025Q2: 30,002 shares; 2025Q3: 31,661 shares; 2025Q4: 31,195 shares; 2026Q1: 29,431 shares; 2026Q2: 24,646 shares 24,646 $29.6M 2.75% -4,785 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,615 shares; 2024Q4: 28,638 shares; 2025Q1: 25,503 shares; 2025Q2: 30,384 shares; 2025Q3: 30,585 shares; 2025Q4: 30,070 shares; 2026Q1: 27,750 shares; 2026Q2: 21,041 shares 21,041 $21.3M 1.98% -6,709 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: 30,887 shares; 2024Q4: 31,539 shares; 2025Q1: 32,751 shares; 2025Q2: 34,545 shares; 2025Q3: 37,498 shares; 2025Q4: 37,612 shares; 2026Q1: 38,234 shares; 2026Q2: 38,004 shares 38,004 $19M 1.77% -230 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: 45,570 shares; 2024Q4: 43,850 shares; 2025Q1: 41,649 shares; 2025Q2: 43,678 shares; 2025Q3: 44,399 shares; 2025Q4: 43,387 shares; 2026Q1: 44,272 shares; 2026Q2: 32,792 shares 32,792 $18.5M 1.72% -11,480 Timeline JPIB 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: 279,067 shares; 2024Q4: 292,399 shares; 2025Q1: 292,955 shares; 2025Q2: 298,686 shares; 2025Q3: 317,886 shares; 2025Q4: 346,946 shares; 2026Q1: 356,185 shares; 2026Q2: 366,185 shares 366,185 $17.7M 1.65% +10,000 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: 63,350 shares; 2024Q4: 62,810 shares; 2025Q1: 64,294 shares; 2025Q2: 67,967 shares; 2025Q3: 70,236 shares; 2025Q4: 79,046 shares; 2026Q1: 127,678 shares; 2026Q2: 117,563 shares 117,563 $17.4M 1.62% -10,115 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: 203,573 shares; 2024Q4: 216,041 shares; 2025Q1: 189,743 shares; 2025Q2: 197,169 shares; 2025Q3: 212,363 shares; 2025Q4: 204,707 shares; 2026Q1: 215,419 shares; 2026Q2: 225,150 shares 225,150 $17.4M 1.61% +9,731 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: 305,406 shares; 2024Q4: 316,515 shares; 2025Q1: 323,977 shares; 2025Q2: 329,800 shares; 2025Q3: 359,953 shares; 2025Q4: 400,080 shares; 2026Q1: 413,297 shares; 2026Q2: 413,795 shares 413,795 $16.8M 1.56% +498 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,281 shares; 2024Q4: 270,886 shares; 2025Q1: 301,172 shares; 2025Q2: 310,921 shares; 2025Q3: 331,134 shares; 2025Q4: 372,037 shares; 2026Q1: 378,854 shares; 2026Q2: 348,756 shares 348,756 $16.3M 1.52% -30,098 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,472 shares; 2024Q4: 83,277 shares; 2025Q1: 72,874 shares; 2025Q2: 74,914 shares; 2025Q3: 76,854 shares; 2025Q4: 77,775 shares; 2026Q1: 77,387 shares; 2026Q2: 63,078 shares 63,078 $15.9M 1.47% -14,309 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,306 shares; 2024Q4: 93,295 shares; 2025Q1: 90,185 shares; 2025Q2: 92,370 shares; 2025Q3: 95,245 shares; 2025Q4: 96,869 shares; 2026Q1: 103,820 shares; 2026Q2: 82,373 shares 82,373 $15.2M 1.41% -21,447 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: 78,024 shares; 2024Q4: 78,952 shares; 2025Q1: 79,758 shares; 2025Q2: 81,242 shares; 2025Q3: 85,493 shares; 2025Q4: 85,756 shares; 2026Q1: 92,147 shares; 2026Q2: 102,937 shares 102,937 $15.1M 1.4% +10,790 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: 188,008 shares; 2024Q4: 193,353 shares; 2025Q1: 168,912 shares; 2025Q2: 169,086 shares; 2025Q3: 174,155 shares; 2025Q4: 177,922 shares; 2026Q1: 177,125 shares; 2026Q2: 158,556 shares 158,556 $12.9M 1.2% -18,569 Timeline JPST 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: not reported; 2026Q2: 228,267 shares 228,267 $11.5M 1.07% 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: 15,462 shares; 2024Q4: 25,776 shares; 2025Q1: 37,153 shares; 2025Q2: 39,435 shares; 2025Q3: 40,303 shares; 2025Q4: 39,438 shares; 2026Q1: 37,380 shares; 2026Q2: 29,699 shares 29,699 $11.2M 1.04% -7,681 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: 81,482 shares; 2024Q4: 81,969 shares; 2025Q1: 64,719 shares; 2025Q2: 64,820 shares; 2025Q3: 66,704 shares; 2025Q4: 65,475 shares; 2026Q1: 56,937 shares; 2026Q2: 58,597 shares 58,597 $11.1M 1.03% +1,660 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,182 shares; 2024Q4: 37,136 shares; 2025Q1: 28,752 shares; 2025Q2: 28,764 shares; 2025Q3: 30,221 shares; 2025Q4: 30,537 shares; 2026Q1: 29,103 shares; 2026Q2: 29,658 shares 29,658 $11M 1.02% +555 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160,146 shares; 2024Q4: 166,482 shares; 2025Q1: 191,559 shares; 2025Q2: 198,874 shares; 2025Q3: 211,684 shares; 2025Q4: 251,506 shares; 2026Q1: 264,486 shares; 2026Q2: 260,160 shares 260,160 $10.5M 0.97% -4,326 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: 143,267 shares; 2024Q4: 147,187 shares; 2025Q1: 139,073 shares; 2025Q2: 142,123 shares; 2025Q3: 146,837 shares; 2025Q4: 147,410 shares; 2026Q1: 142,649 shares; 2026Q2: 87,853 shares 87,853 $10.3M 0.96% -54,796 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: 32,748 shares; 2024Q4: 32,127 shares; 2025Q1: 31,167 shares; 2025Q2: 31,353 shares; 2025Q3: 31,268 shares; 2025Q4: 31,326 shares; 2026Q1: 31,318 shares; 2026Q2: 29,697 shares 29,697 $10M 0.93% -1,621 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,468 shares; 2026Q1: 61,556 shares; 2026Q2: 64,550 shares 64,550 $9.92M 0.92% +2,994 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: 68,982 shares; 2024Q4: 68,478 shares; 2025Q1: 73,253 shares; 2025Q2: 74,518 shares; 2025Q3: 75,967 shares; 2025Q4: 80,106 shares; 2026Q1: 79,523 shares; 2026Q2: 58,508 shares 58,508 $9.7M 0.9% -21,015 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: 80,910 shares; 2024Q4: 80,403 shares; 2025Q1: 71,908 shares; 2025Q2: 72,606 shares; 2025Q3: 73,217 shares; 2025Q4: 64,562 shares; 2026Q1: 63,069 shares; 2026Q2: 65,350 shares 65,350 $9.58M 0.89% +2,281 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,480 shares; 2025Q1: 8,214 shares; 2025Q2: 8,373 shares; 2025Q3: 8,616 shares; 2025Q4: 8,756 shares; 2026Q1: 8,982 shares; 2026Q2: 9,165 shares 9,165 $8.81M 0.82% +183 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: 27,203 shares; 2024Q4: 27,570 shares; 2025Q1: 27,097 shares; 2025Q2: 26,969 shares; 2025Q3: 26,771 shares; 2025Q4: 26,042 shares; 2026Q1: 25,812 shares; 2026Q2: 23,973 shares 23,973 $8.47M 0.79% -1,839 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: 10,165 shares; 2024Q4: 10,666 shares; 2025Q1: 11,135 shares; 2025Q2: 11,427 shares; 2025Q3: 11,887 shares; 2025Q4: 11,454 shares; 2026Q1: 10,349 shares; 2026Q2: 8,847 shares 8,847 $8.28M 0.77% -1,502 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,311 shares; 2024Q4: 36,243 shares; 2025Q1: 36,148 shares; 2025Q2: 35,892 shares; 2025Q3: 35,654 shares; 2025Q4: 35,506 shares; 2026Q1: 35,505 shares; 2026Q2: 32,947 shares 32,947 $7.48M 0.69% -2,558 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: 36,204 shares; 2024Q4: 36,294 shares; 2025Q1: 38,450 shares; 2025Q2: 39,350 shares; 2025Q3: 40,795 shares; 2025Q4: 42,979 shares; 2026Q1: 42,639 shares; 2026Q2: 30,991 shares 30,991 $6.83M 0.63% -11,648 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: 26,300 shares; 2024Q4: 28,239 shares; 2025Q1: 37,739 shares; 2025Q2: 38,910 shares; 2025Q3: 39,482 shares; 2025Q4: 34,452 shares; 2026Q1: 33,422 shares; 2026Q2: 9,442 shares 9,442 $6.83M 0.63% -23,980 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: 13,933 shares; 2024Q4: 14,703 shares; 2025Q1: 27,860 shares; 2025Q2: 29,211 shares; 2025Q3: 30,602 shares; 2025Q4: 31,051 shares; 2026Q1: 33,057 shares; 2026Q2: 19,526 shares 19,526 $6.7M 0.62% -13,531 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: 106,204 shares; 2024Q4: 105,527 shares; 2025Q1: 96,615 shares; 2025Q2: 94,328 shares; 2025Q3: 99,035 shares; 2025Q4: 112,678 shares; 2026Q1: 116,744 shares; 2026Q2: 116,375 shares 116,375 $6.57M 0.61% -369 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,836 shares; 2024Q4: 79,977 shares; 2025Q1: 58,467 shares; 2025Q2: 58,885 shares; 2025Q3: 58,571 shares; 2025Q4: 57,515 shares; 2026Q1: 52,052 shares; 2026Q2: 27,379 shares 27,379 $6.5M 0.6% -24,673 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,666 shares; 2024Q4: 35,631 shares; 2025Q1: 37,883 shares; 2025Q2: 36,506 shares; 2025Q3: 38,378 shares; 2025Q4: 41,018 shares; 2026Q1: 47,490 shares; 2026Q2: 59,147 shares 59,147 $6.38M 0.59% +11,657 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: 49,392 shares; 2024Q4: 52,097 shares; 2025Q1: 54,812 shares; 2025Q2: 54,777 shares; 2025Q3: 60,362 shares; 2025Q4: 62,057 shares; 2026Q1: 62,124 shares; 2026Q2: 50,129 shares 50,129 $6.35M 0.59% -11,995 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: 15,474 shares; 2024Q4: 32,355 shares; 2025Q1: 37,771 shares; 2025Q2: 38,650 shares; 2025Q3: 40,178 shares; 2025Q4: 38,019 shares; 2026Q1: 37,640 shares; 2026Q2: 17,687 shares 17,687 $6.03M 0.56% -19,953 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,916 shares; 2024Q4: 106,683 shares; 2025Q1: 291,909 shares; 2025Q2: 326,253 shares; 2025Q3: 327,630 shares; 2025Q4: 341,405 shares; 2026Q1: 360,474 shares; 2026Q2: 129,238 shares 129,238 $5.88M 0.55% -231,236 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,345 shares; 2024Q4: 81,168 shares; 2025Q1: 89,005 shares; 2025Q2: 91,294 shares; 2025Q3: 99,984 shares; 2025Q4: 101,516 shares; 2026Q1: 108,325 shares; 2026Q2: 111,556 shares 111,556 $5.85M 0.54% +3,231 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,652 shares; 2024Q4: 135,488 shares; 2025Q1: 105,503 shares; 2025Q2: 109,018 shares; 2025Q3: 131,711 shares; 2025Q4: 142,289 shares; 2026Q1: 142,901 shares; 2026Q2: 178,106 shares 178,106 $5.69M 0.53% +35,205 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,266 shares; 2024Q4: 8,085 shares; 2025Q1: 7,919 shares; 2025Q2: 7,616 shares; 2025Q3: 7,557 shares; 2025Q4: 7,555 shares; 2026Q1: 7,552 shares; 2026Q2: 7,544 shares 7,544 $5.31M 0.49% -8 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: 34,745 shares; 2024Q4: 33,142 shares; 2025Q1: 33,073 shares; 2025Q2: 34,756 shares; 2025Q3: 34,756 shares; 2025Q4: 33,946 shares; 2026Q1: 34,061 shares; 2026Q2: 25,368 shares 25,368 $5.3M 0.49% -8,693 Timeline MLPX 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: 57,439 shares; 2024Q4: 57,858 shares; 2025Q1: 49,721 shares; 2025Q2: 50,500 shares; 2025Q3: 64,826 shares; 2025Q4: 67,528 shares; 2026Q1: 68,328 shares; 2026Q2: 71,576 shares 71,576 $5.27M 0.49% +3,248 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,853 shares; 2024Q4: 129,123 shares; 2025Q1: 161,729 shares; 2025Q2: 171,720 shares; 2025Q3: 174,379 shares; 2025Q4: 231,516 shares; 2026Q1: 236,800 shares; 2026Q2: 210,244 shares 210,244 $5.27M 0.49% -26,556 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: 132,826 shares; 2024Q4: 135,400 shares; 2025Q1: 97,958 shares; 2025Q2: 93,424 shares; 2025Q3: 98,576 shares; 2025Q4: 104,295 shares; 2026Q1: 100,680 shares; 2026Q2: 123,234 shares 123,234 $5.22M 0.48% +22,554 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,128 shares; 2024Q4: 53,828 shares; 2025Q1: 60,513 shares; 2025Q2: 62,978 shares; 2025Q3: 62,851 shares; 2025Q4: 85,539 shares; 2026Q1: 86,944 shares; 2026Q2: 61,327 shares 61,327 $5.07M 0.47% -25,617 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: 14,228 shares; 2024Q4: 14,249 shares; 2025Q1: 13,944 shares; 2025Q2: 14,465 shares; 2025Q3: 15,563 shares; 2025Q4: 15,327 shares; 2026Q1: 15,162 shares; 2026Q2: 12,662 shares 12,662 $5.04M 0.47% -2,500 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,434 shares; 2024Q4: 37,083 shares; 2025Q1: 26,175 shares; 2025Q2: 26,177 shares; 2025Q3: 29,986 shares; 2025Q4: 34,176 shares; 2026Q1: 36,336 shares; 2026Q2: 46,416 shares 46,416 $4.99M 0.46% +10,080 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: 13,391 shares; 2025Q3: 10,998 shares; 2025Q4: 10,742 shares; 2026Q1: 37,811 shares; 2026Q2: 42,464 shares 42,464 $4.95M 0.46% +4,653 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: 4,897 shares; 2024Q4: 4,440 shares; 2025Q1: 4,368 shares; 2025Q2: 4,525 shares; 2025Q3: 4,435 shares; 2025Q4: 41,787 shares; 2026Q1: 46,867 shares; 2026Q2: 64,858 shares 64,858 $4.63M 0.43% +17,991 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: 99,892 shares; 2024Q4: 105,809 shares; 2025Q1: 116,161 shares; 2025Q2: 120,595 shares; 2025Q3: 132,248 shares; 2025Q4: 142,189 shares; 2026Q1: 151,013 shares; 2026Q2: 190,888 shares 190,888 $4.6M 0.43% +39,875 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,891 shares; 2024Q4: 7,341 shares; 2025Q1: 7,484 shares; 2025Q2: 7,486 shares; 2025Q3: 7,606 shares; 2025Q4: 10,564 shares; 2026Q1: 80,871 shares; 2026Q2: 86,492 shares 86,492 $4.59M 0.43% +5,621 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: 10,496 shares; 2024Q4: 9,953 shares; 2025Q1: 9,719 shares; 2025Q2: 9,695 shares; 2025Q3: 9,649 shares; 2025Q4: 9,636 shares; 2026Q1: 9,548 shares; 2026Q2: 36,643 shares 36,643 $4.55M 0.42% +27,095 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: 31,361 shares; 2024Q4: 31,228 shares; 2025Q1: 30,173 shares; 2025Q2: 30,633 shares; 2025Q3: 30,950 shares; 2025Q4: 31,992 shares; 2026Q1: 32,208 shares; 2026Q2: 15,228 shares 15,228 $4.28M 0.4% -16,980 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: 15,490 shares; 2024Q4: 14,438 shares; 2025Q1: 13,046 shares; 2025Q2: 13,526 shares; 2025Q3: 12,771 shares; 2025Q4: 9,834 shares; 2026Q1: 9,926 shares; 2026Q2: 10,147 shares 10,147 $4.27M 0.4% +221 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: 4,847 shares; 2024Q4: 4,702 shares; 2025Q1: 4,706 shares; 2025Q2: 4,723 shares; 2025Q3: 6,003 shares; 2025Q4: 5,995 shares; 2026Q1: 6,307 shares; 2026Q2: 11,985 shares 11,985 $4.23M 0.39% +5,678 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: 317,633 shares; 2024Q4: 254,493 shares; 2025Q1: 157,927 shares; 2025Q2: 160,772 shares; 2025Q3: 161,268 shares; 2025Q4: 138,113 shares; 2026Q1: 37,097 shares; 2026Q2: 29,694 shares 29,694 $4.15M 0.39% -7,403 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,787 shares; 2024Q4: 112,110 shares; 2025Q1: 109,365 shares; 2025Q2: 121,583 shares; 2025Q3: 109,376 shares; 2025Q4: 109,868 shares; 2026Q1: 113,420 shares; 2026Q2: 112,454 shares 112,454 $3.81M 0.35% -966 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: 13,952 shares; 2024Q4: 13,899 shares; 2025Q1: 18,891 shares; 2025Q2: 14,885 shares; 2025Q3: 16,268 shares; 2025Q4: 20,163 shares; 2026Q1: 20,087 shares; 2026Q2: 8,955 shares 8,955 $3.72M 0.35% -11,132 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: 56,314 shares; 2024Q4: 57,623 shares; 2025Q1: 61,337 shares; 2025Q2: 63,600 shares; 2025Q3: 63,631 shares; 2025Q4: 63,650 shares; 2026Q1: 65,119 shares; 2026Q2: 25,255 shares 25,255 $3.7M 0.34% -39,864 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,438 shares; 2024Q4: 7,064 shares; 2025Q1: 7,157 shares; 2025Q2: 7,019 shares; 2025Q3: 6,793 shares; 2025Q4: 7,212 shares; 2026Q1: 7,098 shares; 2026Q2: 9,856 shares 9,856 $3.57M 0.33% +2,758 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: 125,942 shares; 2024Q4: 125,970 shares; 2025Q1: 90,871 shares; 2025Q2: 83,309 shares; 2025Q3: 84,474 shares; 2025Q4: 85,711 shares; 2026Q1: 85,717 shares; 2026Q2: 38,083 shares 38,083 $3.57M 0.33% -47,634 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,052 shares; 2024Q4: 50,213 shares; 2025Q1: 53,952 shares; 2025Q2: 53,278 shares; 2025Q3: 53,474 shares; 2025Q4: 53,543 shares; 2026Q1: 53,267 shares; 2026Q2: 26,379 shares 26,379 $3.39M 0.31% -26,888 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,139 shares; 2024Q4: 70,182 shares; 2025Q1: 69,600 shares; 2025Q2: 68,559 shares; 2025Q3: 65,028 shares; 2025Q4: 64,871 shares; 2026Q1: 65,244 shares; 2026Q2: 65,683 shares 65,683 $3.24M 0.3% +439 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,473 shares; 2024Q4: 120,984 shares; 2025Q1: 262,660 shares; 2025Q2: 292,159 shares; 2025Q3: 294,238 shares; 2025Q4: 360,568 shares; 2026Q1: 364,289 shares; 2026Q2: 325,834 shares 325,834 $3.2M 0.3% -38,455 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: not reported; 2024Q4: 4,720 shares; 2025Q1: 4,081 shares; 2025Q2: 4,270 shares; 2025Q3: 4,747 shares; 2025Q4: 4,684 shares; 2026Q1: 4,544 shares; 2026Q2: 4,164 shares 4,164 $3.18M 0.3% -380 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: 15,956 shares; 2024Q4: 16,880 shares; 2025Q1: 17,652 shares; 2025Q2: 18,131 shares; 2025Q3: 18,419 shares; 2025Q4: 18,534 shares; 2026Q1: 18,627 shares; 2026Q2: 8,940 shares 8,940 $3.17M 0.29% -9,687 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: 27,335 shares; 2024Q4: 25,564 shares; 2025Q1: 25,842 shares; 2025Q2: 24,875 shares; 2025Q3: 25,434 shares; 2025Q4: 25,224 shares; 2026Q1: 24,865 shares; 2026Q2: 22,622 shares 22,622 $3.06M 0.28% -2,243 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,032 shares; 2024Q4: 43,748 shares; 2025Q1: 47,874 shares; 2025Q2: 50,336 shares; 2025Q3: 50,632 shares; 2025Q4: 50,639 shares; 2026Q1: 50,498 shares; 2026Q2: 17,912 shares 17,912 $2.95M 0.27% -32,586 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,333 shares; 2024Q4: 3,529 shares; 2025Q1: 14,501 shares; 2025Q2: 16,387 shares; 2025Q3: 16,456 shares; 2025Q4: 16,918 shares; 2026Q1: 16,865 shares; 2026Q2: 13,313 shares 13,313 $2.88M 0.27% -3,552 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,099 shares; 2024Q4: 24,648 shares; 2025Q1: 40,489 shares; 2025Q2: 43,230 shares; 2025Q3: 45,422 shares; 2025Q4: 30,489 shares; 2026Q1: 30,470 shares; 2026Q2: 18,239 shares 18,239 $2.86M 0.27% -12,231 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: 750 shares; 2025Q4: not reported; 2026Q1: 1,391 shares; 2026Q2: 5,820 shares 5,820 $2.78M 0.26% +4,429 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,478 shares; 2024Q4: 91,356 shares; 2025Q1: 65,777 shares; 2025Q2: 62,643 shares; 2025Q3: 63,506 shares; 2025Q4: 84,584 shares; 2026Q1: 86,750 shares; 2026Q2: 84,961 shares 84,961 $2.59M 0.24% -1,789 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,635 shares; 2024Q4: 43,927 shares; 2025Q1: 43,467 shares; 2025Q2: 42,487 shares; 2025Q3: 39,522 shares; 2025Q4: 40,437 shares; 2026Q1: 41,027 shares; 2026Q2: 41,416 shares 41,416 $2.58M 0.24% +389 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,802 shares; 2024Q4: 40,372 shares; 2025Q1: 12,548 shares; 2025Q2: 10,677 shares; 2025Q3: 10,516 shares; 2025Q4: 11,656 shares; 2026Q1: 12,133 shares; 2026Q2: 18,204 shares 18,204 $2.55M 0.24% +6,071 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: 21,429 shares; 2024Q4: 20,885 shares; 2025Q1: 33,318 shares; 2025Q2: 39,574 shares; 2025Q3: 39,571 shares; 2025Q4: 31,952 shares; 2026Q1: 31,511 shares; 2026Q2: 34,921 shares 34,921 $2.52M 0.23% +3,410 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,441 shares; 2025Q3: 70,049 shares; 2025Q4: 68,937 shares; 2026Q1: 74,733 shares; 2026Q2: 51,957 shares 51,957 $2.49M 0.23% -22,776 Timeline SPSB 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: 66,815 shares; 2024Q4: 75,710 shares; 2025Q1: 71,493 shares; 2025Q2: 74,569 shares; 2025Q3: 71,702 shares; 2025Q4: 76,564 shares; 2026Q1: 80,541 shares; 2026Q2: 81,413 shares 81,413 $2.44M 0.23% +872 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: 4,430 shares; 2024Q4: 4,425 shares; 2025Q1: 4,421 shares; 2025Q2: 4,276 shares; 2025Q3: 4,306 shares; 2025Q4: 4,260 shares; 2026Q1: 5,088 shares; 2026Q2: 19,079 shares 19,079 $2.25M 0.21% +13,991 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,560 shares; 2024Q4: 66,183 shares; 2025Q1: 67,290 shares; 2025Q2: 69,548 shares; 2025Q3: 68,056 shares; 2025Q4: 69,053 shares; 2026Q1: 70,689 shares; 2026Q2: 71,330 shares 71,330 $2.22M 0.21% +641 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: not reported; 2026Q1: 270 shares; 2026Q2: 1,794 shares 1,794 $2.11M 0.2% +1,524 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,089 shares; 2025Q3: 19,377 shares; 2025Q4: 33,639 shares; 2026Q1: 36,473 shares; 2026Q2: 41,617 shares 41,617 $2.1M 0.19% +5,144 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,740 shares; 2024Q4: 52,206 shares; 2025Q1: 50,608 shares; 2025Q2: 48,842 shares; 2025Q3: 46,286 shares; 2025Q4: 46,457 shares; 2026Q1: 46,828 shares; 2026Q2: 46,994 shares 46,994 $2.09M 0.19% +166 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: 5,854 shares; 2024Q4: 5,854 shares; 2025Q1: 7,481 shares; 2025Q2: 7,481 shares; 2025Q3: 7,503 shares; 2025Q4: 7,498 shares; 2026Q1: 5,579 shares; 2026Q2: 5,579 shares 5,579 $2.06M 0.19% 0 Timeline JEPQ 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: 23,477 shares; 2025Q2: 28,386 shares; 2025Q3: 28,829 shares; 2025Q4: 38,877 shares; 2026Q1: 39,740 shares; 2026Q2: 32,861 shares 32,861 $2.02M 0.19% -6,879 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: 250,332 shares; 2024Q4: 235,060 shares; 2025Q1: 104,364 shares; 2025Q2: 76,500 shares; 2025Q3: 71,772 shares; 2025Q4: 131,062 shares; 2026Q1: 88,929 shares; 2026Q2: 145,212 shares 145,212 $2.02M 0.19% +56,283 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,595 shares; 2024Q4: 114,599 shares; 2025Q1: 96,016 shares; 2025Q2: 95,459 shares; 2025Q3: 96,553 shares; 2025Q4: 135,420 shares; 2026Q1: 138,725 shares; 2026Q2: 121,168 shares 121,168 $1.98M 0.18% -17,557 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: 9,987 shares; 2024Q4: 9,459 shares; 2025Q1: 9,127 shares; 2025Q2: 8,934 shares; 2025Q3: 9,034 shares; 2025Q4: 9,079 shares; 2026Q1: 8,684 shares; 2026Q2: 6,881 shares 6,881 $1.86M 0.17% -1,803 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,016 shares; 2024Q4: 73,511 shares; 2025Q1: 69,393 shares; 2025Q2: 73,022 shares; 2025Q3: 69,971 shares; 2025Q4: 74,748 shares; 2026Q1: 77,882 shares; 2026Q2: 77,827 shares 77,827 $1.73M 0.16% -55 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,476 shares; 2024Q4: 4,569 shares; 2025Q1: 3,724 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,601 shares; 2026Q1: 3,761 shares; 2026Q2: 10,166 shares 10,166 $1.71M 0.16% +6,405 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,189 shares; 2024Q4: 10,023 shares; 2025Q1: 11,138 shares; 2025Q2: 11,083 shares; 2025Q3: 11,114 shares; 2025Q4: 13,325 shares; 2026Q1: 14,088 shares; 2026Q2: 23,273 shares 23,273 $1.67M 0.16% +9,185 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: 19,235 shares; 2024Q4: 19,478 shares; 2025Q1: 20,263 shares; 2025Q2: 20,394 shares; 2025Q3: 20,435 shares; 2025Q4: 20,438 shares; 2026Q1: 20,764 shares; 2026Q2: 14,523 shares 14,523 $1.64M 0.15% -6,241 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: 10,412 shares; 2024Q4: 4,090 shares; 2025Q1: 8,884 shares; 2025Q2: 9,115 shares; 2025Q3: 9,125 shares; 2025Q4: 8,199 shares; 2026Q1: 8,098 shares; 2026Q2: 1,530 shares 1,530 $1.63M 0.15% -6,568 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,792 shares; 2024Q4: 153,695 shares; 2025Q1: 172,847 shares; 2025Q2: 179,753 shares; 2025Q3: 181,672 shares; 2025Q4: 160,988 shares; 2026Q1: 159,958 shares; 2026Q2: 19,846 shares 19,846 $1.61M 0.15% -140,112 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 47,628 shares 47,628 $1.59M 0.15% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: 1,388 shares; 2025Q1: 1,393 shares; 2025Q2: 1,439 shares; 2025Q3: 1,444 shares; 2025Q4: 2,148 shares; 2026Q1: 2,430 shares; 2026Q2: 6,972 shares 6,972 $1.56M 0.14% +4,542 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 3,729 shares; 2026Q1: 4,348 shares; 2026Q2: 20,098 shares 20,098 $1.53M 0.14% +15,750 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,204 shares; 2024Q4: 11,545 shares; 2025Q1: 44,533 shares; 2025Q2: 46,170 shares; 2025Q3: 48,050 shares; 2025Q4: 27,374 shares; 2026Q1: 25,918 shares; 2026Q2: 8,923 shares 8,923 $1.52M 0.14% -16,995 Timeline BRK-A 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.14% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,009 shares; 2024Q4: 38,237 shares; 2025Q1: 44,105 shares; 2025Q2: 48,106 shares; 2025Q3: 48,339 shares; 2025Q4: 48,970 shares; 2026Q1: 48,516 shares; 2026Q2: 36,528 shares 36,528 $1.48M 0.14% -11,988 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: 4,883 shares; 2024Q4: 4,872 shares; 2025Q1: 4,926 shares; 2025Q2: 4,900 shares; 2025Q3: 5,123 shares; 2025Q4: 5,145 shares; 2026Q1: 4,701 shares; 2026Q2: 4,689 shares 4,689 $1.4M 0.13% -12 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,797 shares; 2025Q2: 138,267 shares; 2025Q3: 151,833 shares; 2025Q4: 65,503 shares; 2026Q1: 67,723 shares; 2026Q2: 40,820 shares 40,820 $1.39M 0.13% -26,903 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,434 shares; 2024Q4: 770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,828 shares 11,828 $1.35M 0.13% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,965 shares; 2024Q4: 7,965 shares; 2025Q1: 7,965 shares; 2025Q2: 7,965 shares; 2025Q3: 8,140 shares; 2025Q4: 8,140 shares; 2026Q1: 8,140 shares; 2026Q2: 8,404 shares 8,404 $1.34M 0.12% +264 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: 35,725 shares; 2024Q4: 37,750 shares; 2025Q1: 30,267 shares; 2025Q2: 11,833 shares; 2025Q3: 11,821 shares; 2025Q4: 11,852 shares; 2026Q1: 12,000 shares; 2026Q2: 5,239 shares 5,239 $1.33M 0.12% -6,761 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: 14,733 shares; 2025Q2: 16,391 shares; 2025Q3: 17,030 shares; 2025Q4: 12,538 shares; 2026Q1: 12,276 shares; 2026Q2: 13,107 shares 13,107 $1.26M 0.12% +831 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: 8,230 shares; 2024Q4: 27,094 shares; 2025Q1: 27,246 shares; 2025Q2: 24,718 shares; 2025Q3: 23,837 shares; 2025Q4: 35,433 shares; 2026Q1: 35,533 shares; 2026Q2: 39,540 shares 39,540 $1.25M 0.12% +4,007 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,489 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares; 2026Q1: 3,251 shares; 2026Q2: 3,062 shares 3,062 $1.22M 0.11% -189 Timeline FDL 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: 24,082 shares; 2024Q4: 24,417 shares; 2025Q1: 24,290 shares; 2025Q2: 24,773 shares; 2025Q3: 24,522 shares; 2025Q4: 24,906 shares; 2026Q1: 24,807 shares; 2026Q2: 24,909 shares 24,909 $1.21M 0.11% +102 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: 12,866 shares; 2024Q4: 12,721 shares; 2025Q1: 12,802 shares; 2025Q2: 12,507 shares; 2025Q3: 12,507 shares; 2025Q4: 12,326 shares; 2026Q1: 12,217 shares; 2026Q2: 12,425 shares 12,425 $1.2M 0.11% +208 Timeline RWL 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: 8,579 shares; 2024Q4: 9,458 shares; 2025Q1: 9,404 shares; 2025Q2: 9,143 shares; 2025Q3: 9,011 shares; 2025Q4: 9,101 shares; 2026Q1: 9,146 shares; 2026Q2: 9,193 shares 9,193 $1.17M 0.11% +47 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,115 shares; 2024Q4: 14,685 shares; 2025Q1: 3,555 shares; 2025Q2: 3,279 shares; 2025Q3: 3,297 shares; 2025Q4: 3,580 shares; 2026Q1: 5,089 shares; 2026Q2: 28,441 shares 28,441 $1.17M 0.11% +23,352 Timeline XMHQ 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: 10,985 shares; 2024Q4: 12,431 shares; 2025Q1: 13,877 shares; 2025Q2: 14,468 shares; 2025Q3: 13,996 shares; 2025Q4: 14,210 shares; 2026Q1: 14,483 shares; 2026Q2: 10,292 shares 10,292 $1.16M 0.11% -4,191 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,556 shares; 2024Q4: 29,163 shares; 2025Q1: 29,479 shares; 2025Q2: 26,800 shares; 2025Q3: 26,206 shares; 2025Q4: 26,585 shares; 2026Q1: 26,474 shares; 2026Q2: 26,793 shares 26,793 $1.16M 0.11% +319 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: 15,940 shares; 2024Q4: 15,940 shares; 2025Q1: 16,790 shares; 2025Q2: 16,784 shares; 2025Q3: 16,784 shares; 2025Q4: 16,784 shares; 2026Q1: 16,784 shares; 2026Q2: 16,345 shares 16,345 $1.1M 0.1% -439 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 68,165 shares; 2025Q3: 72,560 shares; 2025Q4: 80,892 shares; 2026Q1: 84,584 shares; 2026Q2: 38,793 shares 38,793 $1.06M 0.1% -45,791 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,426 shares; 2024Q4: 10,175 shares; 2025Q1: 10,237 shares; 2025Q2: 10,783 shares; 2025Q3: 10,587 shares; 2025Q4: 10,916 shares; 2026Q1: 11,058 shares; 2026Q2: 11,179 shares 11,179 $1.04M 0.1% +121 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: 1,124 shares; 2025Q1: 1,252 shares; 2025Q2: 1,251 shares; 2025Q3: 1,259 shares; 2025Q4: 1,101 shares; 2026Q1: 1,090 shares; 2026Q2: 8,675 shares 8,675 $1.04M 0.1% +7,585 Timeline AVUV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,904 shares; 2025Q3: 7,107 shares; 2025Q4: 7,575 shares; 2026Q1: 7,681 shares; 2026Q2: 7,807 shares 7,807 $974K 0.09% +126 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 5,237 shares; 2025Q4: 4,257 shares; 2026Q1: 3,907 shares; 2026Q2: 3,017 shares 3,017 $913K 0.08% -890 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,076 shares; 2024Q4: 25,702 shares; 2025Q1: 12,572 shares; 2025Q2: 9,879 shares; 2025Q3: 9,169 shares; 2025Q4: 29,803 shares; 2026Q1: 30,612 shares; 2026Q2: 8,706 shares 8,706 $890K 0.08% -21,906 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,697 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 3,195 shares; 2026Q1: 3,426 shares; 2026Q2: 4,019 shares 4,019 $855K 0.08% +593 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,580 shares; 2024Q4: 25,392 shares; 2025Q1: 23,093 shares; 2025Q2: 20,896 shares; 2025Q3: 16,831 shares; 2025Q4: 16,889 shares; 2026Q1: 17,570 shares; 2026Q2: 17,868 shares 17,868 $843K 0.08% +298 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227,462 shares; 2024Q4: 257,192 shares; 2025Q1: 318,250 shares; 2025Q2: 355,666 shares; 2025Q3: 365,726 shares; 2025Q4: 379,162 shares; 2026Q1: 398,120 shares; 2026Q2: 28,711 shares 28,711 $785K 0.07% -369,409 Timeline ESGV 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: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares 5,900 $780K 0.07% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 4,120 shares; 2025Q1: 4,425 shares; 2025Q2: 4,425 shares; 2025Q3: 4,525 shares; 2025Q4: 3,075 shares; 2026Q1: 3,257 shares; 2026Q2: 3,297 shares 3,297 $780K 0.07% +40 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: 5,178 shares; 2025Q1: 4,687 shares; 2025Q2: 4,687 shares; 2025Q3: 4,738 shares; 2025Q4: 4,722 shares; 2026Q1: 5,298 shares; 2026Q2: 4,871 shares 4,871 $774K 0.07% -427 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: 14,673 shares; 2024Q4: 14,582 shares; 2025Q1: 14,526 shares; 2025Q2: 13,858 shares; 2025Q3: 13,860 shares; 2025Q4: 13,923 shares; 2026Q1: 13,920 shares; 2026Q2: 13,540 shares 13,540 $772K 0.07% -380 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,425 shares; 2024Q4: 56,878 shares; 2025Q1: 59,107 shares; 2025Q2: 31,703 shares; 2025Q3: 31,939 shares; 2025Q4: 34,350 shares; 2026Q1: 33,661 shares; 2026Q2: 7,900 shares 7,900 $760K 0.07% -25,761 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,773 shares; 2024Q4: 27,454 shares; 2025Q1: 25,616 shares; 2025Q2: 19,743 shares; 2025Q3: 17,342 shares; 2025Q4: 17,408 shares; 2026Q1: 17,401 shares; 2026Q2: 17,523 shares 17,523 $742K 0.07% +122 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: 635 shares 635 $733K 0.07% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,772 shares; 2024Q4: 23,154 shares; 2025Q1: 22,373 shares; 2025Q2: 6,205 shares; 2025Q3: 6,162 shares; 2025Q4: 6,142 shares; 2026Q1: 5,992 shares; 2026Q2: 5,953 shares 5,953 $726K 0.07% -39 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: 13,298 shares; 2024Q4: 13,078 shares; 2025Q1: 13,639 shares; 2025Q2: 13,470 shares; 2025Q3: 13,470 shares; 2025Q4: 13,661 shares; 2026Q1: 13,662 shares; 2026Q2: 13,262 shares 13,262 $711K 0.07% -400 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: 2,604 shares; 2025Q1: 2,358 shares; 2025Q2: 2,907 shares; 2025Q3: 2,281 shares; 2025Q4: 2,279 shares; 2026Q1: 2,310 shares; 2026Q2: 2,362 shares 2,362 $686K 0.06% +52 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: 16,084 shares; 2024Q4: 15,721 shares; 2025Q1: 15,528 shares; 2025Q2: 15,564 shares; 2025Q3: 14,553 shares; 2025Q4: 14,428 shares; 2026Q1: 13,037 shares; 2026Q2: 7,302 shares 7,302 $663K 0.06% -5,735 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: 1,534 shares; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares; 2026Q2: 1,534 shares 1,534 $646K 0.06% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,516 shares; 2024Q4: 17,434 shares; 2025Q1: 17,974 shares; 2025Q2: 18,338 shares; 2025Q3: 18,467 shares; 2025Q4: 18,836 shares; 2026Q1: 19,030 shares; 2026Q2: 2,514 shares 2,514 $598K 0.06% -16,516 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,201 shares; 2024Q4: 143,067 shares; 2025Q1: 30,490 shares; 2025Q2: 23,826 shares; 2025Q3: 23,826 shares; 2025Q4: 23,502 shares; 2026Q1: 23,502 shares; 2026Q2: 22,900 shares 22,900 $587K 0.05% -602 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: 923 shares; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 1,394 shares; 2025Q3: 1,074 shares; 2025Q4: 1,039 shares; 2026Q1: 892 shares; 2026Q2: 891 shares 891 $584K 0.05% -1 Timeline VBR 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: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares; 2026Q1: 1,715 shares; 2026Q2: 2,235 shares 2,235 $543K 0.05% +520 Timeline 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: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares; 2026Q1: 1,382 shares; 2026Q2: 1,382 shares 1,382 $539K 0.05% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 3,463 shares; 2025Q1: 3,388 shares; 2025Q2: 3,387 shares; 2025Q3: 3,455 shares; 2025Q4: 3,393 shares; 2026Q1: 3,353 shares; 2026Q2: 3,388 shares 3,388 $523K 0.05% +35 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,240 shares; 2025Q2: 59,092 shares; 2025Q3: 60,966 shares; 2025Q4: 43,198 shares; 2026Q1: 41,819 shares; 2026Q2: 7,888 shares 7,888 $518K 0.05% -33,931 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,167 shares; 2025Q3: 4,884 shares; 2025Q4: 4,943 shares; 2026Q1: 105,712 shares; 2026Q2: 8,514 shares 8,514 $513K 0.05% -97,198 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: 756 shares; 2024Q4: 756 shares; 2025Q1: 758 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,028 shares; 2026Q1: 1,030 shares; 2026Q2: 693 shares 693 $510K 0.05% -337 Timeline RWJ 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: 20,284 shares; 2024Q4: 21,833 shares; 2025Q1: 21,388 shares; 2025Q2: 8,606 shares; 2025Q3: 8,606 shares; 2025Q4: 8,605 shares; 2026Q1: 8,603 shares; 2026Q2: 8,542 shares 8,542 $508K 0.05% -61 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: 2,287 shares; 2024Q4: 2,282 shares; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 2,276 shares; 2026Q2: 2,211 shares 2,211 $493K 0.05% -65 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: 573 shares; 2024Q4: 579 shares; 2025Q1: 546 shares; 2025Q2: 831 shares; 2025Q3: 856 shares; 2025Q4: 595 shares; 2026Q1: 650 shares; 2026Q2: 709 shares 709 $487K 0.05% +59 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: 2,568 shares; 2024Q4: 2,568 shares; 2025Q1: 2,568 shares; 2025Q2: 2,568 shares; 2025Q3: 2,568 shares; 2025Q4: 2,568 shares; 2026Q1: 2,568 shares; 2026Q2: 2,568 shares 2,568 $476K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: not reported; 2025Q1: 1,724 shares; 2025Q2: 1,153 shares; 2025Q3: 1,404 shares; 2025Q4: 1,411 shares; 2026Q1: 1,327 shares; 2026Q2: 1,230 shares 1,230 $460K 0.04% -97 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 2,628 shares; 2025Q1: 2,631 shares; 2025Q2: 2,633 shares; 2025Q3: 2,635 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares; 2026Q2: 2,847 shares 2,847 $452K 0.04% +207 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,256 shares; 2024Q4: 54,513 shares; 2025Q1: 56,936 shares; 2025Q2: 58,387 shares; 2025Q3: 59,737 shares; 2025Q4: 61,127 shares; 2026Q1: 62,330 shares; 2026Q2: 5,192 shares 5,192 $439K 0.04% -57,138 Timeline VHT 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: 1,198 shares; 2024Q4: 1,153 shares; 2025Q1: 1,360 shares; 2025Q2: 1,380 shares; 2025Q3: 1,395 shares; 2025Q4: 1,226 shares; 2026Q1: 1,221 shares; 2026Q2: 1,453 shares 1,453 $434K 0.04% +232 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 999 shares; 2025Q1: 999 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 908 shares; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $417K 0.04% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,088 shares; 2024Q4: 32,088 shares; 2025Q1: 32,088 shares; 2025Q2: 23,008 shares; 2025Q3: 23,121 shares; 2025Q4: 23,121 shares; 2026Q1: 23,121 shares; 2026Q2: 23,121 shares 23,121 $410K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,377 shares; 2025Q4: 5,309 shares; 2026Q1: 5,392 shares; 2026Q2: 5,392 shares 5,392 $407K 0.04% 0 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 807 shares; 2026Q2: 807 shares 807 $396K 0.04% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: not reported; 2025Q1: 1,693 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares; 2026Q1: 1,693 shares; 2026Q2: 1,693 shares 1,693 $388K 0.04% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,974 shares; 2024Q4: 2,882 shares; 2025Q1: 2,827 shares; 2025Q2: 2,695 shares; 2025Q3: 2,720 shares; 2025Q4: 2,710 shares; 2026Q1: 2,720 shares; 2026Q2: 13,933 shares 13,933 $382K 0.04% +11,213 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $378K 0.04% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 4,357 shares 4,357 $376K 0.03% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,388 shares; 2024Q4: 17,156 shares; 2025Q1: 17,047 shares; 2025Q2: 17,093 shares; 2025Q3: 17,327 shares; 2025Q4: 4,528 shares; 2026Q1: 4,522 shares; 2026Q2: 4,597 shares 4,597 $368K 0.03% +75 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,647 shares; 2024Q4: 5,458 shares; 2025Q1: 5,206 shares; 2025Q2: 5,221 shares; 2025Q3: 5,130 shares; 2025Q4: 4,984 shares; 2026Q1: 7,659 shares; 2026Q2: 6,460 shares 6,460 $364K 0.03% -1,199 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,918 shares; 2025Q1: 9,431 shares; 2025Q2: 9,875 shares; 2025Q3: 10,375 shares; 2025Q4: 14,611 shares; 2026Q1: 7,057 shares; 2026Q2: 7,077 shares 7,077 $361K 0.03% +20 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: 7,172 shares; 2024Q4: 6,198 shares; 2025Q1: 5,899 shares; 2025Q2: 5,800 shares; 2025Q3: 5,856 shares; 2025Q4: 5,858 shares; 2026Q1: 5,859 shares; 2026Q2: 3,912 shares 3,912 $361K 0.03% -1,947 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,168 shares; 2024Q4: 22,417 shares; 2025Q1: 26,014 shares; 2025Q2: 27,466 shares; 2025Q3: 27,710 shares; 2025Q4: 28,167 shares; 2026Q1: 28,622 shares; 2026Q2: 790 shares 790 $341K 0.03% -27,832 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,582 shares; 2024Q4: 3,579 shares; 2025Q1: 3,579 shares; 2025Q2: 3,579 shares; 2025Q3: 3,579 shares; 2025Q4: 3,579 shares; 2026Q1: 3,579 shares; 2026Q2: 3,579 shares 3,579 $334K 0.03% 0 Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000 $324K 0.03% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 682 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 660 shares 660 $324K 0.03% -16 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 886 shares; 2025Q1: 879 shares; 2025Q2: 879 shares; 2025Q3: 879 shares; 2025Q4: 882 shares; 2026Q1: 883 shares; 2026Q2: 751 shares 751 $320K 0.03% -132 Timeline CIBR 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: 4,022 shares; 2024Q4: 3,462 shares; 2025Q1: 3,462 shares; 2025Q2: 3,462 shares; 2025Q3: 3,462 shares; 2025Q4: 3,462 shares; 2026Q1: 3,462 shares; 2026Q2: 3,462 shares 3,462 $311K 0.03% 0 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: 70,030 shares; 2024Q4: 70,149 shares; 2025Q1: 69,574 shares; 2025Q2: 70,068 shares; 2025Q3: 70,207 shares; 2025Q4: 58,800 shares; 2026Q1: 35,833 shares; 2026Q2: 1,343 shares 1,343 $305K 0.03% -34,490 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: 2,769 shares; 2024Q4: 2,781 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares; 2026Q2: 2,729 shares 2,729 $303K 0.03% -68 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,558 shares; 2025Q2: 3,729 shares; 2025Q3: 3,729 shares; 2025Q4: 3,686 shares; 2026Q1: 3,686 shares; 2026Q2: 3,686 shares 3,686 $302K 0.03% 0 Timeline QQEW 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: 1,913 shares; 2024Q4: 1,916 shares; 2025Q1: 1,915 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 1,911 shares; 2026Q1: 1,857 shares; 2026Q2: 1,857 shares 1,857 $296K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,472 shares; 2024Q4: 48,376 shares; 2025Q1: 51,773 shares; 2025Q2: 53,485 shares; 2025Q3: 52,583 shares; 2025Q4: 51,309 shares; 2026Q1: 49,433 shares; 2026Q2: 1,157 shares 1,157 $296K 0.03% -48,276 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,263 shares 1,263 $283K 0.03% 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: 1,263 shares 1,263 $279K 0.03% new 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: 209,804 shares; 2024Q4: 212,427 shares; 2025Q1: 218,715 shares; 2025Q2: 222,233 shares; 2025Q3: 224,195 shares; 2025Q4: 85,556 shares; 2026Q1: 74,845 shares; 2026Q2: 2,890 shares 2,890 $279K 0.03% -71,955 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: 1,604 shares; 2025Q3: 1,729 shares; 2025Q4: 1,729 shares; 2026Q1: 1,729 shares; 2026Q2: 1,729 shares 1,729 $273K 0.03% 0 Timeline AVLV 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: 95,379 shares; 2024Q4: 101,795 shares; 2025Q1: 114,339 shares; 2025Q2: 121,158 shares; 2025Q3: 123,160 shares; 2025Q4: 123,986 shares; 2026Q1: 113,138 shares; 2026Q2: 2,966 shares 2,966 $271K 0.03% -110,172 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: 1,304 shares; 2025Q1: 1,374 shares; 2025Q2: 1,282 shares; 2025Q3: 1,176 shares; 2025Q4: 1,183 shares; 2026Q1: 1,176 shares; 2026Q2: 1,206 shares 1,206 $265K 0.02% +30 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,105 shares; 2024Q4: 61,741 shares; 2025Q1: 64,550 shares; 2025Q2: 67,389 shares; 2025Q3: 67,106 shares; 2025Q4: 66,577 shares; 2026Q1: 63,270 shares; 2026Q2: 1,814 shares 1,814 $260K 0.02% -61,456 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,422 shares; 2024Q4: 3,422 shares; 2025Q1: 3,422 shares; 2025Q2: 3,422 shares; 2025Q3: 3,422 shares; 2025Q4: 3,422 shares; 2026Q1: 3,422 shares; 2026Q2: 3,340 shares 3,340 $255K 0.02% -82 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: not reported; 2025Q2: 3,223 shares; 2025Q3: 3,057 shares; 2025Q4: 3,153 shares; 2026Q1: 3,293 shares; 2026Q2: 3,336 shares 3,336 $253K 0.02% +43 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192 shares; 2024Q4: 195 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares; 2026Q2: 189 shares 189 $252K 0.02% -5 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP 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: 17,133 shares; 2025Q4: 17,133 shares; 2026Q1: 17,133 shares; 2026Q2: 17,133 shares 17,133 $251K 0.02% 0 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: 82,504 shares; 2024Q4: 85,793 shares; 2025Q1: 94,099 shares; 2025Q2: 97,490 shares; 2025Q3: 96,678 shares; 2025Q4: 74,034 shares; 2026Q1: 67,590 shares; 2026Q2: 1,819 shares 1,819 $250K 0.02% -65,771 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,469 shares; 2025Q2: 11,632 shares; 2025Q3: 11,350 shares; 2025Q4: 6,821 shares; 2026Q1: 7,020 shares; 2026Q2: 1,615 shares 1,615 $236K 0.02% -5,405 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,108 shares; 2024Q4: 16,430 shares; 2025Q1: 16,654 shares; 2025Q2: 18,664 shares; 2025Q3: 18,846 shares; 2025Q4: 19,031 shares; 2026Q1: 17,890 shares; 2026Q2: 2,439 shares 2,439 $235K 0.02% -15,451 Timeline EQWL 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: 1,802 shares; 2026Q2: 1,802 shares 1,802 $232K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 4,527 shares; 2026Q1: 4,520 shares; 2026Q2: 4,520 shares 4,520 $228K 0.02% 0 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: 2,427 shares; 2025Q4: 2,433 shares; 2026Q1: 2,434 shares; 2026Q2: 2,434 shares 2,434 $227K 0.02% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,304 shares; 2024Q4: 3,331 shares; 2025Q1: 3,429 shares; 2025Q2: 3,322 shares; 2025Q3: 3,311 shares; 2025Q4: 3,126 shares; 2026Q1: 2,646 shares; 2026Q2: 1,651 shares 1,651 $227K 0.02% -995 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 334 shares 334 $213K 0.02% new 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: 4,454 shares; 2024Q4: 4,439 shares; 2025Q1: 4,424 shares; 2025Q2: 4,426 shares; 2025Q3: 4,429 shares; 2025Q4: 4,445 shares; 2026Q1: 4,440 shares; 2026Q2: 2,184 shares 2,184 $209K 0.02% -2,256 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE 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: 3,068 shares; 2025Q4: 3,026 shares; 2026Q1: 3,037 shares; 2026Q2: 2,275 shares 2,275 $209K 0.02% -762 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF 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: 1,782 shares 1,782 $209K 0.02% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI 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: 86,703 shares; 2026Q1: not reported; 2026Q2: 10,672 shares 10,672 $59.1K 0.01% new Timeline WRN WESTERN COPPER & GOLD CORP More: the full row for WESTERN COPPER & GOLD 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: 10,000 shares 10,000 $22.4K <0.01% new Timeline