AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,070 shares; 2024Q4: 103,901 shares; 2025Q1: 96,485 shares; 2025Q2: 87,541 shares; 2025Q3: 90,548 shares; 2025Q4: 79,589 shares; 2026Q1: 76,021 shares; 2026Q2: 76,837 shares 76,837 $22.2M 5% +816 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: 63,422 shares; 2024Q4: 64,622 shares; 2025Q1: 62,536 shares; 2025Q2: 57,563 shares; 2025Q3: 55,038 shares; 2025Q4: 50,383 shares; 2026Q1: 48,650 shares; 2026Q2: 51,645 shares 51,645 $18.5M 4.15% +2,995 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: 47,298 shares; 2024Q4: 47,389 shares; 2025Q1: 45,821 shares; 2025Q2: 43,802 shares; 2025Q3: 45,682 shares; 2025Q4: 41,116 shares; 2026Q1: 42,803 shares; 2026Q2: 45,717 shares 45,717 $17.1M 3.83% +2,914 Timeline FESM 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: 358,379 shares; 2025Q2: 368,493 shares; 2025Q3: 378,766 shares; 2025Q4: 353,167 shares; 2026Q1: 330,362 shares; 2026Q2: 335,887 shares 335,887 $16.2M 3.64% +5,525 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: 110,528 shares; 2024Q4: 112,080 shares; 2025Q1: 101,919 shares; 2025Q2: 110,092 shares; 2025Q3: 107,888 shares; 2025Q4: 89,879 shares; 2026Q1: 78,166 shares; 2026Q2: 79,770 shares 79,770 $16M 3.59% +1,604 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: 148,949 shares; 2024Q4: 150,160 shares; 2025Q1: 195,792 shares; 2025Q2: 198,364 shares; 2025Q3: 204,948 shares; 2025Q4: 191,537 shares; 2026Q1: 193,605 shares; 2026Q2: 196,578 shares 196,578 $15.2M 3.41% +2,973 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: 17,120 shares; 2024Q4: 18,626 shares; 2025Q1: 17,269 shares; 2025Q2: 29,383 shares; 2025Q3: 34,038 shares; 2025Q4: 31,695 shares; 2026Q1: 30,663 shares; 2026Q2: 29,248 shares 29,248 $14M 3.14% -1,415 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,238 shares; 2024Q4: 75,929 shares; 2025Q1: 95,677 shares; 2025Q2: 98,049 shares; 2025Q3: 101,687 shares; 2025Q4: 97,344 shares; 2026Q1: 127,987 shares; 2026Q2: 131,422 shares 131,422 $13.7M 3.07% +3,435 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: 39,174 shares; 2024Q4: 38,323 shares; 2025Q1: 35,366 shares; 2025Q2: 39,065 shares; 2025Q3: 39,105 shares; 2025Q4: 35,866 shares; 2026Q1: 34,043 shares; 2026Q2: 33,963 shares 33,963 $12.8M 2.88% -80 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: 65,616 shares; 2024Q4: 66,808 shares; 2025Q1: 60,267 shares; 2025Q2: 64,376 shares; 2025Q3: 65,078 shares; 2025Q4: 53,798 shares; 2026Q1: 52,766 shares; 2026Q2: 52,514 shares 52,514 $12.5M 2.81% -252 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,678 shares; 2024Q4: 72,264 shares; 2025Q1: 111,986 shares; 2025Q2: 118,204 shares; 2025Q3: 120,860 shares; 2025Q4: 115,546 shares; 2026Q1: 113,621 shares; 2026Q2: 115,743 shares 115,743 $10.9M 2.46% +2,122 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: 33,178 shares; 2024Q4: 32,607 shares; 2025Q1: 33,175 shares; 2025Q2: 27,820 shares; 2025Q3: 28,022 shares; 2025Q4: 28,824 shares; 2026Q1: 31,396 shares; 2026Q2: 31,858 shares 31,858 $10.4M 2.34% +462 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: 27,360 shares; 2024Q4: 18,704 shares; 2025Q1: 28,711 shares; 2025Q2: 42,015 shares; 2025Q3: 40,294 shares; 2025Q4: 37,204 shares; 2026Q1: 37,790 shares; 2026Q2: 40,136 shares 40,136 $10.2M 2.29% +2,346 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,969 shares; 2024Q4: 134,050 shares; 2025Q1: 119,261 shares; 2025Q2: 122,674 shares; 2025Q3: 125,494 shares; 2025Q4: 118,482 shares; 2026Q1: 143,425 shares; 2026Q2: 144,755 shares 144,755 $9.9M 2.22% +1,330 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,453 shares; 2024Q4: 31,536 shares; 2025Q1: 75,243 shares; 2025Q2: 76,161 shares; 2025Q3: 77,994 shares; 2025Q4: 74,946 shares; 2026Q1: 115,875 shares; 2026Q2: 118,056 shares 118,056 $9.69M 2.18% +2,181 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: 15,998 shares; 2024Q4: 16,291 shares; 2025Q1: 14,957 shares; 2025Q2: 15,775 shares; 2025Q3: 15,574 shares; 2025Q4: 14,563 shares; 2026Q1: 14,285 shares; 2026Q2: 14,606 shares 14,606 $8.23M 1.85% +321 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,745 shares; 2024Q4: 115,459 shares; 2025Q1: 122,193 shares; 2025Q2: 128,772 shares; 2025Q3: 130,066 shares; 2025Q4: 124,787 shares; 2026Q1: 159,905 shares; 2026Q2: 160,215 shares 160,215 $7.94M 1.78% +310 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: 9,839 shares; 2024Q4: 9,828 shares; 2025Q1: 8,639 shares; 2025Q2: 7,569 shares; 2025Q3: 7,750 shares; 2025Q4: 7,179 shares; 2026Q1: 7,735 shares; 2026Q2: 7,799 shares 7,799 $7.89M 1.77% +64 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: 7,306 shares; 2024Q4: 7,299 shares; 2025Q1: 7,731 shares; 2025Q2: 6,272 shares; 2025Q3: 8,873 shares; 2025Q4: 7,077 shares; 2026Q1: 7,280 shares; 2026Q2: 7,038 shares 7,038 $7.49M 1.68% -242 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: 70,157 shares; 2024Q4: 76,376 shares; 2025Q1: 83,312 shares; 2025Q2: 87,555 shares; 2025Q3: 88,963 shares; 2025Q4: 85,717 shares; 2026Q1: 84,922 shares; 2026Q2: 85,540 shares 85,540 $7.07M 1.59% +618 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: 107,193 shares; 2024Q4: 107,982 shares; 2025Q1: 84,681 shares; 2025Q2: 80,332 shares; 2025Q3: 84,997 shares; 2025Q4: 79,489 shares; 2026Q1: 65,378 shares; 2026Q2: 62,317 shares 62,317 $7.06M 1.59% -3,061 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,680 shares; 2024Q4: 66,335 shares; 2025Q1: 46,754 shares; 2025Q2: 49,273 shares; 2025Q3: 49,321 shares; 2025Q4: 47,243 shares; 2026Q1: 60,849 shares; 2026Q2: 62,722 shares 62,722 $6.21M 1.39% +1,873 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,600 shares; 2025Q2: 119,167 shares; 2025Q3: 122,423 shares; 2025Q4: 114,161 shares; 2026Q1: 66,581 shares; 2026Q2: 67,132 shares 67,132 $6.09M 1.37% +551 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: 3,644 shares; 2024Q4: 3,625 shares; 2025Q1: 4,891 shares; 2025Q2: 4,750 shares; 2025Q3: 4,742 shares; 2025Q4: 4,893 shares; 2026Q1: 4,901 shares; 2026Q2: 5,078 shares 5,078 $6.09M 1.37% +177 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 167,587 shares; 2026Q2: 160,833 shares 160,833 $5.83M 1.31% -6,754 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: 4,370 shares; 2024Q4: 3,652 shares; 2025Q1: 4,608 shares; 2025Q2: 4,134 shares; 2025Q3: 4,128 shares; 2025Q4: 42,138 shares; 2026Q1: 42,251 shares; 2026Q2: 42,530 shares 42,530 $5.81M 1.31% +279 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: 8,360 shares; 2024Q4: 21,751 shares; 2025Q1: 7,758 shares; 2025Q2: 7,670 shares; 2025Q3: 7,724 shares; 2025Q4: 7,836 shares; 2026Q1: 7,711 shares; 2026Q2: 7,739 shares 7,739 $5.78M 1.3% +28 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,294 shares; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,206 shares; 2025Q3: 2,883 shares; 2025Q4: 2,775 shares; 2026Q1: 2,743 shares; 2026Q2: 2,768 shares 2,768 $5.51M 1.24% +25 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: 3,425 shares; 2024Q4: 3,428 shares; 2025Q1: 4,030 shares; 2025Q2: 4,617 shares; 2025Q3: 5,598 shares; 2025Q4: 5,179 shares; 2026Q1: 5,446 shares; 2026Q2: 5,658 shares 5,658 $5.29M 1.19% +212 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: 19,386 shares; 2024Q4: 19,580 shares; 2025Q1: 16,918 shares; 2025Q2: 19,804 shares; 2025Q3: 20,351 shares; 2025Q4: 17,582 shares; 2026Q1: 11,216 shares; 2026Q2: 10,300 shares 10,300 $5.15M 1.16% -916 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 190,436 shares; 2026Q2: 198,590 shares 198,590 $4.71M 1.06% +8,154 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,723 shares; 2024Q4: 4,734 shares; 2025Q1: 6,307 shares; 2025Q2: 5,830 shares; 2025Q3: 9,760 shares; 2025Q4: 8,939 shares; 2026Q1: 8,961 shares; 2026Q2: 9,134 shares 9,134 $4.54M 1.02% +173 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: 7,918 shares; 2025Q4: 4,470 shares; 2026Q1: 4,330 shares; 2026Q2: 3,919 shares 3,919 $4.52M 1.02% -411 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: 13,199 shares; 2024Q4: 12,996 shares; 2025Q1: 11,846 shares; 2025Q2: 11,039 shares; 2025Q3: 11,014 shares; 2025Q4: 7,042 shares; 2026Q1: 6,617 shares; 2026Q2: 6,685 shares 6,685 $3.43M 0.77% +68 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: 30,351 shares; 2024Q4: 24,231 shares; 2025Q1: 24,928 shares; 2025Q2: 25,236 shares; 2025Q3: 15,421 shares; 2025Q4: 13,615 shares; 2026Q1: 25,476 shares; 2026Q2: 26,318 shares 26,318 $3.38M 0.76% +842 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: 2,241 shares; 2024Q4: 2,138 shares; 2025Q1: 6,531 shares; 2025Q2: 12,902 shares; 2025Q3: 13,132 shares; 2025Q4: 9,214 shares; 2026Q1: 8,908 shares; 2026Q2: 8,992 shares 8,992 $3.36M 0.76% +84 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: 33,986 shares; 2024Q4: 32,792 shares; 2025Q1: 25,425 shares; 2025Q2: 30,579 shares; 2025Q3: 19,334 shares; 2025Q4: 14,036 shares; 2026Q1: 21,283 shares; 2026Q2: 22,113 shares 22,113 $3.24M 0.73% +830 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: not reported; 2024Q4: 11,515 shares; 2025Q1: 28,286 shares; 2025Q2: 26,312 shares; 2025Q3: 30,249 shares; 2025Q4: 32,340 shares; 2026Q1: 32,797 shares; 2026Q2: 33,271 shares 33,271 $3.18M 0.72% +474 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,327 shares; 2026Q2: 10,572 shares 10,572 $3.15M 0.71% -1,755 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: 36,237 shares; 2024Q4: 33,842 shares; 2025Q1: 35,346 shares; 2025Q2: 24,973 shares; 2025Q3: 24,571 shares; 2025Q4: 17,035 shares; 2026Q1: 16,604 shares; 2026Q2: 16,535 shares 16,535 $3.14M 0.7% -69 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: not reported; 2025Q1: 4,015 shares; 2025Q2: 5,156 shares; 2025Q3: 3,116 shares; 2025Q4: 2,853 shares; 2026Q1: 2,774 shares; 2026Q2: 3,972 shares 3,972 $3.03M 0.68% +1,198 Timeline ATI ATI INC More: the full row for ATI 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: 14,447 shares; 2026Q2: 15,355 shares 15,355 $3.03M 0.68% +908 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,414 shares; 2024Q4: 11,892 shares; 2025Q1: 11,863 shares; 2025Q2: 12,015 shares; 2025Q3: 11,833 shares; 2025Q4: 9,744 shares; 2026Q1: 8,536 shares; 2026Q2: 8,387 shares 8,387 $2.88M 0.65% -149 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,360 shares; 2026Q2: 19,898 shares 19,898 $2.78M 0.62% +538 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,323 shares; 2025Q2: 4,640 shares; 2025Q3: 6,288 shares; 2025Q4: 9,636 shares; 2026Q1: 9,854 shares; 2026Q2: 9,996 shares 9,996 $2.72M 0.61% +142 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: 2,216 shares; 2024Q4: 1,553 shares; 2025Q1: 1,806 shares; 2025Q2: 1,740 shares; 2025Q3: 1,753 shares; 2025Q4: 1,004 shares; 2026Q1: 1,001 shares; 2026Q2: 8,893 shares 8,893 $2.68M 0.6% +7,892 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,856 shares; 2024Q4: 15,025 shares; 2025Q1: 15,324 shares; 2025Q2: 15,505 shares; 2025Q3: 15,867 shares; 2025Q4: 16,514 shares; 2026Q1: 16,709 shares; 2026Q2: 17,043 shares 17,043 $2.58M 0.58% +334 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,801 shares; 2024Q4: 46,407 shares; 2025Q1: 41,852 shares; 2025Q2: 42,321 shares; 2025Q3: 42,524 shares; 2025Q4: 32,014 shares; 2026Q1: 33,897 shares; 2026Q2: 34,524 shares 34,524 $2.57M 0.58% +627 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: 47,562 shares; 2024Q4: 41,015 shares; 2025Q1: 48,913 shares; 2025Q2: 40,639 shares; 2025Q3: 41,220 shares; 2025Q4: 56,687 shares; 2026Q1: 57,816 shares; 2026Q2: 60,507 shares 60,507 $2.56M 0.58% +2,691 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: 6,815 shares; 2024Q4: 6,802 shares; 2025Q1: 7,225 shares; 2025Q2: 6,959 shares; 2025Q3: 8,564 shares; 2025Q4: 8,209 shares; 2026Q1: 7,134 shares; 2026Q2: 7,155 shares 7,155 $2.52M 0.57% +21 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,615 shares; 2026Q2: 6,065 shares 6,065 $2.52M 0.57% -550 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: 12,262 shares; 2024Q4: 11,717 shares; 2025Q1: 12,347 shares; 2025Q2: 12,616 shares; 2025Q3: 11,747 shares; 2025Q4: 8,475 shares; 2026Q1: 6,437 shares; 2026Q2: 6,475 shares 6,475 $2.29M 0.51% +38 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: 2,520 shares; 2024Q4: 5,040 shares; 2025Q1: 6,580 shares; 2025Q2: 6,889 shares; 2025Q3: 6,580 shares; 2025Q4: 6,580 shares; 2026Q1: 6,580 shares; 2026Q2: 6,598 shares 6,598 $2.25M 0.51% +18 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,044 shares; 2025Q2: 3,265 shares; 2025Q3: 3,316 shares; 2025Q4: 2,937 shares; 2026Q1: 2,919 shares; 2026Q2: 3,078 shares 3,078 $2.22M 0.5% +159 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: 12,627 shares; 2024Q4: 9,646 shares; 2025Q1: 9,795 shares; 2025Q2: 9,814 shares; 2025Q3: 9,914 shares; 2025Q4: 9,599 shares; 2026Q1: 9,906 shares; 2026Q2: 7,839 shares 7,839 $2.2M 0.5% -2,067 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,393 shares; 2025Q1: 15,117 shares; 2025Q2: 15,921 shares; 2025Q3: 16,617 shares; 2025Q4: 16,053 shares; 2026Q1: 15,897 shares; 2026Q2: 15,836 shares 15,836 $2.17M 0.49% -61 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: not reported; 2025Q1: 1,243 shares; 2025Q2: not reported; 2025Q3: 1,575 shares; 2025Q4: 1,356 shares; 2026Q1: 1,371 shares; 2026Q2: 2,171 shares 2,171 $2.09M 0.47% +800 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: 1,181 shares; 2025Q2: not reported; 2025Q3: 2,014 shares; 2025Q4: 11,035 shares; 2026Q1: 16,303 shares; 2026Q2: 20,646 shares 20,646 $2.05M 0.46% +4,343 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,258 shares; 2025Q4: 17,014 shares; 2026Q1: 16,969 shares; 2026Q2: 17,079 shares 17,079 $2.01M 0.45% +110 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,760 shares; 2026Q2: 20,577 shares 20,577 $1.97M 0.44% +6,817 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,019 shares; 2026Q2: 8,197 shares 8,197 $1.95M 0.44% -1,822 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: 10,193 shares; 2024Q4: 9,845 shares; 2025Q1: 14,200 shares; 2025Q2: 14,691 shares; 2025Q3: 10,489 shares; 2025Q4: 9,948 shares; 2026Q1: 8,695 shares; 2026Q2: 8,590 shares 8,590 $1.91M 0.43% -105 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: not reported; 2024Q4: 29,204 shares; 2025Q1: 28,997 shares; 2025Q2: 29,165 shares; 2025Q3: 31,403 shares; 2025Q4: 30,983 shares; 2026Q1: 32,241 shares; 2026Q2: 33,179 shares 33,179 $1.89M 0.42% +938 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,459 shares; 2025Q2: 8,224 shares; 2025Q3: 8,287 shares; 2025Q4: 9,437 shares; 2026Q1: 9,661 shares; 2026Q2: 8,492 shares 8,492 $1.88M 0.42% -1,169 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: 7,313 shares; 2024Q4: 4,473 shares; 2025Q1: 5,009 shares; 2025Q2: 4,950 shares; 2025Q3: 5,045 shares; 2025Q4: 4,803 shares; 2026Q1: 4,831 shares; 2026Q2: 4,840 shares 4,840 $1.75M 0.39% +9 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,391 shares; 2026Q2: 6,974 shares 6,974 $1.63M 0.37% +2,583 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: 15,778 shares; 2024Q4: 20,907 shares; 2025Q1: 21,233 shares; 2025Q2: 21,136 shares; 2025Q3: 21,353 shares; 2025Q4: 19,730 shares; 2026Q1: 19,572 shares; 2026Q2: 19,746 shares 19,746 $1.6M 0.36% +174 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,019 shares; 2025Q2: 25,028 shares; 2025Q3: 26,319 shares; 2025Q4: 23,674 shares; 2026Q1: 26,872 shares; 2026Q2: 27,412 shares 27,412 $1.58M 0.35% +540 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: 2,812 shares; 2024Q4: 2,876 shares; 2025Q1: 2,661 shares; 2025Q2: 3,721 shares; 2025Q3: 3,810 shares; 2025Q4: 34,561 shares; 2026Q1: 29,609 shares; 2026Q2: 21,603 shares 21,603 $1.54M 0.35% -8,006 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: 5,755 shares; 2024Q4: 5,640 shares; 2025Q1: 5,802 shares; 2025Q2: 5,853 shares; 2025Q3: 5,923 shares; 2025Q4: 5,267 shares; 2026Q1: 5,242 shares; 2026Q2: 5,311 shares 5,311 $1.44M 0.32% +69 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,244 shares; 2025Q1: 1,888 shares; 2025Q2: 2,358 shares; 2025Q3: 2,667 shares; 2025Q4: 2,464 shares; 2026Q1: 2,445 shares; 2026Q2: 2,450 shares 2,450 $1.41M 0.32% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 2,122 shares; 2025Q4: 2,475 shares; 2026Q1: 2,597 shares; 2026Q2: 2,646 shares 2,646 $1.35M 0.3% +49 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,139 shares; 2025Q1: 3,121 shares; 2025Q2: 4,555 shares; 2025Q3: 4,632 shares; 2025Q4: 4,222 shares; 2026Q1: 4,182 shares; 2026Q2: 4,289 shares 4,289 $1.27M 0.28% +107 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,291 shares; 2025Q3: 6,430 shares; 2025Q4: 5,793 shares; 2026Q1: 5,690 shares; 2026Q2: 5,796 shares 5,796 $1.25M 0.28% +106 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,193 shares; 2026Q2: 26,204 shares 26,204 $1.25M 0.28% +8,011 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,843 shares; 2024Q4: 8,117 shares; 2025Q1: 9,934 shares; 2025Q2: 10,667 shares; 2025Q3: 10,733 shares; 2025Q4: 9,752 shares; 2026Q1: 6,658 shares; 2026Q2: 6,707 shares 6,707 $1.16M 0.26% +49 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: 10,235 shares; 2024Q4: 11,836 shares; 2025Q1: 17,492 shares; 2025Q2: 20,828 shares; 2025Q3: 2,270 shares; 2025Q4: 8,290 shares; 2026Q1: 8,696 shares; 2026Q2: 7,511 shares 7,511 $1.1M 0.25% -1,185 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,436 shares; 2024Q4: 33,767 shares; 2025Q1: 35,488 shares; 2025Q2: 36,417 shares; 2025Q3: 37,061 shares; 2025Q4: 36,072 shares; 2026Q1: 35,405 shares; 2026Q2: 25,947 shares 25,947 $1.05M 0.24% -9,458 Timeline TFI 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: 20,581 shares; 2024Q4: 17,968 shares; 2025Q1: 17,761 shares; 2025Q2: 16,920 shares; 2025Q3: 17,592 shares; 2025Q4: 16,414 shares; 2026Q1: 21,687 shares; 2026Q2: 22,105 shares 22,105 $1.01M 0.23% +418 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,791 shares; 2024Q4: 48,722 shares; 2025Q1: 45,299 shares; 2025Q2: 45,234 shares; 2025Q3: 46,254 shares; 2025Q4: 42,327 shares; 2026Q1: 39,152 shares; 2026Q2: 40,189 shares 40,189 $1.01M 0.23% +1,037 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,616 shares; 2024Q4: 44,914 shares; 2025Q1: 43,390 shares; 2025Q2: 43,419 shares; 2025Q3: 44,379 shares; 2025Q4: 41,316 shares; 2026Q1: 38,157 shares; 2026Q2: 39,157 shares 39,157 $1.01M 0.23% +1,000 Timeline CMDY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,260 shares; 2026Q2: 17,755 shares 17,755 $981K 0.22% +495 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: 2,255 shares; 2024Q4: 2,230 shares; 2025Q1: 1,930 shares; 2025Q2: 1,822 shares; 2025Q3: 1,894 shares; 2025Q4: 1,806 shares; 2026Q1: 1,904 shares; 2026Q2: 7,856 shares 7,856 $975K 0.22% +5,952 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,393 shares; 2025Q3: 4,572 shares; 2025Q4: 2,796 shares; 2026Q1: 2,691 shares; 2026Q2: 2,587 shares 2,587 $944K 0.21% -104 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: 109,845 shares; 2024Q4: 119,692 shares; 2025Q1: 160,642 shares; 2025Q2: 169,961 shares; 2025Q3: 173,669 shares; 2025Q4: 167,315 shares; 2026Q1: 22,220 shares; 2026Q2: 18,593 shares 18,593 $940K 0.21% -3,627 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,478 shares; 2024Q4: 48,454 shares; 2025Q1: 49,834 shares; 2025Q2: 49,607 shares; 2025Q3: 50,625 shares; 2025Q4: 45,367 shares; 2026Q1: 39,443 shares; 2026Q2: 40,451 shares 40,451 $937K 0.21% +1,008 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,858 shares; 2024Q4: 51,752 shares; 2025Q1: 52,442 shares; 2025Q2: 52,430 shares; 2025Q3: 53,523 shares; 2025Q4: 48,715 shares; 2026Q1: 41,715 shares; 2026Q2: 42,798 shares 42,798 $933K 0.21% +1,083 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,685 shares; 2024Q4: 52,909 shares; 2025Q1: 54,502 shares; 2025Q2: 54,654 shares; 2025Q3: 55,713 shares; 2025Q4: 50,967 shares; 2026Q1: 43,544 shares; 2026Q2: 44,660 shares 44,660 $931K 0.21% +1,116 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: 2,201 shares; 2024Q4: 2,116 shares; 2025Q1: 2,526 shares; 2025Q2: 2,556 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares; 2026Q2: 2,490 shares 2,490 $923K 0.21% 0 Timeline IBDZ 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: 40,305 shares; 2025Q2: 40,342 shares; 2025Q3: 41,811 shares; 2025Q4: 39,346 shares; 2026Q1: 33,452 shares; 2026Q2: 34,368 shares 34,368 $895K 0.2% +916 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,997 shares 2,997 $893K 0.2% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,063 shares; 2024Q4: 11,066 shares; 2025Q1: 11,674 shares; 2025Q2: 12,083 shares; 2025Q3: 12,264 shares; 2025Q4: 10,887 shares; 2026Q1: 10,869 shares; 2026Q2: 10,895 shares 10,895 $884K 0.2% +26 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,920 shares; 2024Q4: 17,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,929 shares; 2025Q4: 17,770 shares; 2026Q1: not reported; 2026Q2: 6,047 shares 6,047 $866K 0.19% new Timeline IBCA 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: 31,551 shares; 2026Q2: 32,669 shares 32,669 $837K 0.19% +1,118 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: not reported; 2024Q4: not reported; 2025Q1: 20,960 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,820 shares; 2026Q2: 8,174 shares 8,174 $835K 0.19% +354 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,788 shares; 2024Q4: 3,528 shares; 2025Q1: 5,447 shares; 2025Q2: 5,564 shares; 2025Q3: 5,793 shares; 2025Q4: 5,391 shares; 2026Q1: 7,550 shares; 2026Q2: 7,640 shares 7,640 $822K 0.18% +90 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: 6,803 shares; 2026Q2: 7,044 shares 7,044 $822K 0.18% +241 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,636 shares; 2024Q4: 36,993 shares; 2025Q1: 36,988 shares; 2025Q2: 36,593 shares; 2025Q3: 37,423 shares; 2025Q4: 33,507 shares; 2026Q1: 28,902 shares; 2026Q2: 29,639 shares 29,639 $748K 0.17% +737 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: 54,584 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,674 shares 26,674 $730K 0.16% new 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: 548 shares; 2025Q3: 577 shares; 2025Q4: 587 shares; 2026Q1: 587 shares; 2026Q2: 600 shares 600 $705K 0.16% +13 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,526 shares; 2024Q4: 29,526 shares; 2025Q1: 29,526 shares; 2025Q2: 29,526 shares; 2025Q3: 29,526 shares; 2025Q4: 29,526 shares; 2026Q1: 29,526 shares; 2026Q2: 29,526 shares 29,526 $657K 0.15% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,677 shares; 2025Q2: 17,677 shares; 2025Q3: 25,000 shares; 2025Q4: 20,000 shares; 2026Q1: 22,000 shares; 2026Q2: 25,000 shares 25,000 $618K 0.14% +3,000 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,096 shares; 2026Q2: 3,140 shares 3,140 $612K 0.14% +44 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,011 shares; 2024Q4: 6,914 shares; 2025Q1: 7,545 shares; 2025Q2: 6,108 shares; 2025Q3: 6,411 shares; 2025Q4: 6,106 shares; 2026Q1: 6,251 shares; 2026Q2: 6,555 shares 6,555 $601K 0.13% +304 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,425 shares; 2025Q2: 1,507 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,428 shares; 2026Q2: 1,437 shares 1,437 $585K 0.13% +9 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: 63,080 shares; 2024Q4: 62,379 shares; 2025Q1: 1,894 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,858 shares; 2026Q1: 1,857 shares; 2026Q2: 1,857 shares 1,857 $558K 0.13% 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: 9,141 shares; 2024Q4: 3,913 shares; 2025Q1: 3,913 shares; 2025Q2: 3,913 shares; 2025Q3: 3,993 shares; 2025Q4: 3,913 shares; 2026Q1: 3,913 shares; 2026Q2: 3,913 shares 3,913 $538K 0.12% 0 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: 5,582 shares; 2024Q4: 5,483 shares; 2025Q1: 4,907 shares; 2025Q2: 3,789 shares; 2025Q3: 3,967 shares; 2025Q4: 3,789 shares; 2026Q1: 4,290 shares; 2026Q2: 4,489 shares 4,489 $434K 0.1% +199 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,114 shares; 2024Q4: 4,999 shares; 2025Q1: 4,502 shares; 2025Q2: 3,482 shares; 2025Q3: 3,676 shares; 2025Q4: 3,470 shares; 2026Q1: 4,437 shares; 2026Q2: 4,642 shares 4,642 $385K 0.09% +205 Timeline CSX CSX CORP More: the full row for CSX 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: 5,872 shares; 2025Q4: 5,872 shares; 2026Q1: 5,872 shares; 2026Q2: 5,872 shares 5,872 $279K 0.06% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares; 2026Q2: 1,632 shares 1,632 $277K 0.06% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,350 shares; 2024Q4: 10,350 shares; 2025Q1: 10,350 shares; 2025Q2: 10,350 shares; 2025Q3: 10,350 shares; 2025Q4: 10,350 shares; 2026Q1: 10,350 shares; 2026Q2: 10,350 shares 10,350 $262K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 701 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 613 shares; 2025Q4: 566 shares; 2026Q1: not reported; 2026Q2: 536 shares 536 $225K 0.05% new Timeline