IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,504 shares; 2024Q4: 341,616 shares; 2025Q1: 338,443 shares; 2025Q2: 334,529 shares; 2025Q3: 334,164 shares; 2025Q4: 334,947 shares; 2026Q1: 331,826 shares; 2026Q2: 332,814 shares 332,814 $45.8M 7.31% +988 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,595 shares; 2024Q4: 73,463 shares; 2025Q1: 73,124 shares; 2025Q2: 72,972 shares; 2025Q3: 72,999 shares; 2025Q4: 65,728 shares; 2026Q1: 65,829 shares; 2026Q2: 64,945 shares 64,945 $18.8M 3% -884 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,930 shares; 2024Q4: 44,928 shares; 2025Q1: 44,811 shares; 2025Q2: 44,672 shares; 2025Q3: 45,191 shares; 2025Q4: 46,144 shares; 2026Q1: 47,263 shares; 2026Q2: 47,501 shares 47,501 $18.7M 2.99% +238 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: 75,552 shares; 2024Q4: 75,176 shares; 2025Q1: 75,468 shares; 2025Q2: 75,446 shares; 2025Q3: 75,554 shares; 2025Q4: 75,342 shares; 2026Q1: 75,599 shares; 2026Q2: 76,108 shares 76,108 $18.5M 2.96% +509 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: 175,441 shares; 2024Q4: 176,887 shares; 2025Q1: 175,004 shares; 2025Q2: 173,434 shares; 2025Q3: 172,981 shares; 2025Q4: 159,652 shares; 2026Q1: 159,337 shares; 2026Q2: 158,724 shares 158,724 $18M 2.87% -613 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: 101,662 shares; 2024Q4: 101,232 shares; 2025Q1: 99,480 shares; 2025Q2: 98,403 shares; 2025Q3: 98,695 shares; 2025Q4: 99,396 shares; 2026Q1: 96,448 shares; 2026Q2: 102,212 shares 102,212 $15M 2.39% +5,764 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: 117,534 shares; 2024Q4: 116,781 shares; 2025Q1: 120,659 shares; 2025Q2: 120,571 shares; 2025Q3: 119,407 shares; 2025Q4: 119,714 shares; 2026Q1: 126,065 shares; 2026Q2: 136,337 shares 136,337 $13.5M 2.16% +10,272 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: 16,568 shares; 2024Q4: 16,568 shares; 2025Q1: 16,585 shares; 2025Q2: 17,900 shares; 2025Q3: 17,910 shares; 2025Q4: 17,910 shares; 2026Q1: 17,914 shares; 2026Q2: 17,924 shares 17,924 $13.4M 2.14% +10 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: 33,793 shares; 2024Q4: 34,209 shares; 2025Q1: 34,181 shares; 2025Q2: 33,958 shares; 2025Q3: 33,880 shares; 2025Q4: 33,218 shares; 2026Q1: 35,954 shares; 2026Q2: 35,559 shares 35,559 $13.3M 2.12% -395 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: 68,104 shares; 2024Q4: 70,047 shares; 2025Q1: 70,579 shares; 2025Q2: 72,514 shares; 2025Q3: 76,792 shares; 2025Q4: 70,422 shares; 2026Q1: 72,858 shares; 2026Q2: 73,598 shares 73,598 $12.2M 1.95% +740 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: 67,280 shares; 2024Q4: 67,358 shares; 2025Q1: 68,086 shares; 2025Q2: 67,502 shares; 2025Q3: 67,154 shares; 2025Q4: 62,476 shares; 2026Q1: 62,269 shares; 2026Q2: 62,720 shares 62,720 $11.9M 1.9% +451 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,373 shares; 2024Q4: 238,152 shares; 2025Q1: 244,037 shares; 2025Q2: 249,684 shares; 2025Q3: 253,095 shares; 2025Q4: 260,068 shares; 2026Q1: 271,192 shares; 2026Q2: 271,790 shares 271,790 $11.6M 1.86% +598 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: 90,051 shares; 2024Q4: 90,807 shares; 2025Q1: 76,958 shares; 2025Q2: 58,712 shares; 2025Q3: 58,413 shares; 2025Q4: 48,677 shares; 2026Q1: 48,286 shares; 2026Q2: 48,669 shares 48,669 $11.6M 1.85% +383 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: 45,300 shares; 2024Q4: 45,382 shares; 2025Q1: 44,594 shares; 2025Q2: 44,550 shares; 2025Q3: 44,998 shares; 2025Q4: 47,011 shares; 2026Q1: 47,974 shares; 2026Q2: 50,152 shares 50,152 $11.4M 1.82% +2,178 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: 9,824 shares; 2024Q4: 9,892 shares; 2025Q1: 9,959 shares; 2025Q2: 10,283 shares; 2025Q3: 10,226 shares; 2025Q4: 9,703 shares; 2026Q1: 9,663 shares; 2026Q2: 9,767 shares 9,767 $10.4M 1.66% +104 Timeline XMMO 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: 51,081 shares; 2025Q1: 60,083 shares; 2025Q2: 59,927 shares; 2025Q3: 60,954 shares; 2025Q4: 58,972 shares; 2026Q1: 59,631 shares; 2026Q2: 60,963 shares 60,963 $10.4M 1.66% +1,332 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,155 shares; 2024Q4: 73,303 shares; 2025Q1: 72,323 shares; 2025Q2: 71,303 shares; 2025Q3: 73,114 shares; 2025Q4: 78,849 shares; 2026Q1: 78,704 shares; 2026Q2: 164,891 shares 164,891 $9.26M 1.48% +86,187 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: 39,538 shares; 2024Q4: 39,533 shares; 2025Q1: 39,797 shares; 2025Q2: 39,909 shares; 2025Q3: 39,886 shares; 2025Q4: 37,764 shares; 2026Q1: 38,031 shares; 2026Q2: 38,198 shares 38,198 $9.1M 1.45% +167 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,712 shares; 2024Q4: 57,830 shares; 2025Q1: 58,244 shares; 2025Q2: 59,110 shares; 2025Q3: 59,111 shares; 2025Q4: 62,459 shares; 2026Q1: 62,779 shares; 2026Q2: 61,225 shares 61,225 $9.04M 1.45% -1,554 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,259 shares; 2024Q4: 65,607 shares; 2025Q1: 65,608 shares; 2025Q2: 65,643 shares; 2025Q3: 65,045 shares; 2025Q4: 58,708 shares; 2026Q1: 59,208 shares; 2026Q2: 58,265 shares 58,265 $8.94M 1.43% -943 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: 65,165 shares; 2024Q4: 65,704 shares; 2025Q1: 60,349 shares; 2025Q2: 61,134 shares; 2025Q3: 61,717 shares; 2025Q4: 61,709 shares; 2026Q1: 61,251 shares; 2026Q2: 60,569 shares 60,569 $8.28M 1.32% -682 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,430 shares; 2024Q4: 127,287 shares; 2025Q1: 127,834 shares; 2025Q2: 130,813 shares; 2025Q3: 131,679 shares; 2025Q4: 127,556 shares; 2026Q1: 131,757 shares; 2026Q2: 135,596 shares 135,596 $8.19M 1.31% +3,839 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: 70,943 shares; 2024Q4: 72,024 shares; 2025Q1: 72,634 shares; 2025Q2: 73,942 shares; 2025Q3: 73,760 shares; 2025Q4: 69,630 shares; 2026Q1: 73,303 shares; 2026Q2: 74,374 shares 74,374 $8.03M 1.28% +1,071 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: 55,612 shares; 2024Q4: 55,734 shares; 2025Q1: 55,681 shares; 2025Q2: 55,440 shares; 2025Q3: 55,178 shares; 2025Q4: 50,521 shares; 2026Q1: 51,323 shares; 2026Q2: 52,273 shares 52,273 $7.48M 1.2% +950 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: 8,674 shares; 2026Q1: 8,652 shares; 2026Q2: 6,388 shares 6,388 $7.37M 1.18% -2,264 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,268 shares; 2024Q4: 38,207 shares; 2025Q1: 37,720 shares; 2025Q2: 37,328 shares; 2025Q3: 38,022 shares; 2025Q4: 39,819 shares; 2026Q1: 41,653 shares; 2026Q2: 46,677 shares 46,677 $7.3M 1.17% +5,024 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: 27,229 shares; 2024Q4: 27,869 shares; 2025Q1: 27,374 shares; 2025Q2: 28,137 shares; 2025Q3: 28,680 shares; 2025Q4: 28,430 shares; 2026Q1: 28,660 shares; 2026Q2: 28,684 shares 28,684 $7.28M 1.16% +24 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: 31,065 shares; 2024Q4: 31,761 shares; 2025Q1: 31,214 shares; 2025Q2: 30,909 shares; 2025Q3: 28,137 shares; 2025Q4: 26,098 shares; 2026Q1: 25,437 shares; 2026Q2: 19,403 shares 19,403 $7.08M 1.13% -6,034 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: 9,875 shares; 2025Q1: 11,664 shares; 2025Q2: 12,448 shares; 2025Q3: 12,654 shares; 2025Q4: 12,825 shares; 2026Q1: 14,078 shares; 2026Q2: 16,618 shares 16,618 $6.99M 1.12% +2,540 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,269 shares; 2024Q4: 10,646 shares; 2025Q1: 11,448 shares; 2025Q2: 11,839 shares; 2025Q3: 11,315 shares; 2025Q4: 11,173 shares; 2026Q1: 11,115 shares; 2026Q2: 8,302 shares 8,302 $6.97M 1.11% -2,813 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: 12,107 shares; 2024Q4: 12,121 shares; 2025Q1: 12,291 shares; 2025Q2: 12,288 shares; 2025Q3: 13,265 shares; 2025Q4: 13,364 shares; 2026Q1: 13,463 shares; 2026Q2: 13,567 shares 13,567 $6.79M 1.08% +104 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: 63,940 shares; 2024Q4: 64,702 shares; 2025Q1: 64,094 shares; 2025Q2: 64,418 shares; 2025Q3: 64,658 shares; 2025Q4: 64,885 shares; 2026Q1: 66,389 shares; 2026Q2: 69,875 shares 69,875 $6.74M 1.08% +3,486 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,613 shares; 2024Q4: 57,726 shares; 2025Q1: 57,805 shares; 2025Q2: 57,519 shares; 2025Q3: 57,572 shares; 2025Q4: 51,717 shares; 2026Q1: 52,594 shares; 2026Q2: 54,752 shares 54,752 $6.42M 1.03% +2,158 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,781 shares; 2024Q4: 39,781 shares; 2025Q1: 40,091 shares; 2025Q2: 40,440 shares; 2025Q3: 40,440 shares; 2025Q4: 40,430 shares; 2026Q1: 40,886 shares; 2026Q2: 40,908 shares 40,908 $6.22M 0.99% +22 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: 20,921 shares; 2024Q4: 21,741 shares; 2025Q1: 21,663 shares; 2025Q2: 21,722 shares; 2025Q3: 21,748 shares; 2025Q4: 22,165 shares; 2026Q1: 22,857 shares; 2026Q2: 24,080 shares 24,080 $6.06M 0.97% +1,223 Timeline VFH 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: 39,537 shares; 2024Q4: 40,312 shares; 2025Q1: 40,866 shares; 2025Q2: 40,493 shares; 2025Q3: 40,627 shares; 2025Q4: 39,412 shares; 2026Q1: 40,849 shares; 2026Q2: 43,632 shares 43,632 $5.74M 0.92% +2,783 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: 18,078 shares; 2024Q4: 18,479 shares; 2025Q1: 18,602 shares; 2025Q2: 19,057 shares; 2025Q3: 19,208 shares; 2025Q4: 18,151 shares; 2026Q1: 18,706 shares; 2026Q2: 20,313 shares 20,313 $5.49M 0.88% +1,607 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,464 shares; 2024Q4: 16,464 shares; 2025Q1: 16,915 shares; 2025Q2: 16,900 shares; 2025Q3: 17,383 shares; 2025Q4: 17,271 shares; 2026Q1: 17,318 shares; 2026Q2: 17,266 shares 17,266 $5.41M 0.86% -52 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,629 shares; 2024Q4: 110,672 shares; 2025Q1: 88,182 shares; 2025Q2: 88,989 shares; 2025Q3: 87,788 shares; 2025Q4: 89,891 shares; 2026Q1: 98,054 shares; 2026Q2: 111,162 shares 111,162 $5.38M 0.86% +13,108 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,505 shares; 2024Q4: 12,157 shares; 2025Q1: 13,858 shares; 2025Q2: 14,032 shares; 2025Q3: 14,159 shares; 2025Q4: 14,458 shares; 2026Q1: 15,008 shares; 2026Q2: 15,695 shares 15,695 $5.35M 0.85% +687 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 74,245 shares; 2025Q1: 75,311 shares; 2025Q2: 78,789 shares; 2025Q3: 80,037 shares; 2025Q4: 76,310 shares; 2026Q1: 79,759 shares; 2026Q2: 85,162 shares 85,162 $5.28M 0.84% +5,403 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: 23,928 shares; 2024Q4: 24,191 shares; 2025Q1: 24,054 shares; 2025Q2: 24,116 shares; 2025Q3: 24,121 shares; 2025Q4: 21,447 shares; 2026Q1: 21,791 shares; 2026Q2: 23,719 shares 23,719 $5.23M 0.84% +1,928 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,330 shares; 2024Q4: 58,330 shares; 2025Q1: 58,620 shares; 2025Q2: 58,918 shares; 2025Q3: 58,835 shares; 2025Q4: 54,455 shares; 2026Q1: 56,326 shares; 2026Q2: 60,111 shares 60,111 $5.02M 0.8% +3,785 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: 21,539 shares; 2025Q2: 21,519 shares; 2025Q3: 21,553 shares; 2025Q4: 21,553 shares; 2026Q1: 21,786 shares; 2026Q2: 20,894 shares 20,894 $4.97M 0.79% -892 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: 45,653 shares; 2024Q4: 47,164 shares; 2025Q1: 48,647 shares; 2025Q2: 51,137 shares; 2025Q3: 36,798 shares; 2025Q4: 31,134 shares; 2026Q1: 35,421 shares; 2026Q2: 36,709 shares 36,709 $4.97M 0.79% +1,288 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: 14,121 shares; 2024Q4: 14,185 shares; 2025Q1: 14,785 shares; 2025Q2: 14,973 shares; 2025Q3: 14,950 shares; 2025Q4: 13,341 shares; 2026Q1: 13,449 shares; 2026Q2: 13,962 shares 13,962 $4.93M 0.79% +513 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,059 shares; 2024Q4: 61,192 shares; 2025Q1: 62,570 shares; 2025Q2: 62,163 shares; 2025Q3: 62,163 shares; 2025Q4: 60,807 shares; 2026Q1: 64,089 shares; 2026Q2: 61,682 shares 61,682 $4.64M 0.74% -2,407 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: 37,158 shares; 2024Q4: 37,570 shares; 2025Q1: 37,419 shares; 2025Q2: 38,694 shares; 2025Q3: 39,367 shares; 2025Q4: 37,593 shares; 2026Q1: 38,689 shares; 2026Q2: 38,226 shares 38,226 $4.49M 0.72% -463 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,432 shares; 2024Q4: 57,457 shares; 2025Q1: 56,572 shares; 2025Q2: 57,618 shares; 2025Q3: 57,578 shares; 2025Q4: 55,326 shares; 2026Q1: 57,715 shares; 2026Q2: 58,540 shares 58,540 $4.47M 0.71% +825 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,502 shares; 2024Q4: 18,586 shares; 2025Q1: 18,541 shares; 2025Q2: 18,463 shares; 2025Q3: 18,464 shares; 2025Q4: 16,788 shares; 2026Q1: 17,868 shares; 2026Q2: 19,774 shares 19,774 $4.43M 0.71% +1,906 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: 12,954 shares; 2024Q4: 13,045 shares; 2025Q1: 13,046 shares; 2025Q2: 13,265 shares; 2025Q3: 13,286 shares; 2025Q4: 13,308 shares; 2026Q1: 13,331 shares; 2026Q2: 13,142 shares 13,142 $4.3M 0.69% -189 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,963 shares; 2024Q4: 38,966 shares; 2025Q1: 38,842 shares; 2025Q2: 38,469 shares; 2025Q3: 38,516 shares; 2025Q4: 39,246 shares; 2026Q1: 42,721 shares; 2026Q2: 46,369 shares 46,369 $4.25M 0.68% +3,648 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,532 shares; 2024Q4: 10,576 shares; 2025Q1: 10,620 shares; 2025Q2: 47,460 shares; 2025Q3: 47,448 shares; 2025Q4: 47,591 shares; 2026Q1: 49,493 shares; 2026Q2: 51,286 shares 51,286 $4.24M 0.68% +1,793 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: 10,543 shares; 2024Q4: 11,112 shares; 2025Q1: 11,538 shares; 2025Q2: 11,943 shares; 2025Q3: 11,924 shares; 2025Q4: 11,912 shares; 2026Q1: 11,933 shares; 2026Q2: 10,922 shares 10,922 $3.9M 0.62% -1,011 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,533 shares; 2024Q4: 22,507 shares; 2025Q1: 23,223 shares; 2025Q2: 23,280 shares; 2025Q3: 24,554 shares; 2025Q4: 25,998 shares; 2026Q1: 27,385 shares; 2026Q2: 25,819 shares 25,819 $3.52M 0.56% -1,566 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: 1,710 shares; 2024Q4: 2,266 shares; 2025Q1: 2,267 shares; 2025Q2: 2,268 shares; 2025Q3: 2,269 shares; 2025Q4: 8,823 shares; 2026Q1: 9,673 shares; 2026Q2: 9,974 shares 9,974 $3.52M 0.56% +301 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 26,759 shares 26,759 $3.43M 0.55% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,472 shares; 2024Q4: 7,992 shares; 2025Q1: 7,902 shares; 2025Q2: 7,941 shares; 2025Q3: 7,113 shares; 2025Q4: 6,962 shares; 2026Q1: 7,155 shares; 2026Q2: 6,517 shares 6,517 $3.36M 0.54% -638 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: 22,380 shares; 2024Q4: 23,088 shares; 2025Q1: 23,783 shares; 2025Q2: 25,463 shares; 2025Q3: 26,013 shares; 2025Q4: 24,162 shares; 2026Q1: 25,087 shares; 2026Q2: 25,729 shares 25,729 $3.31M 0.53% +642 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,678 shares; 2024Q4: 20,058 shares; 2025Q1: 20,507 shares; 2025Q2: 21,018 shares; 2025Q3: 21,872 shares; 2025Q4: 22,712 shares; 2026Q1: 23,841 shares; 2026Q2: 22,457 shares 22,457 $3.21M 0.51% -1,384 Timeline W WAYFAIR INC More: the full row for WAYFAIR 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: 34,719 shares 34,719 $3.21M 0.51% new 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: 45,489 shares; 2024Q4: 46,412 shares; 2025Q1: 46,742 shares; 2025Q2: 47,733 shares; 2025Q3: 52,252 shares; 2025Q4: 47,106 shares; 2026Q1: 52,972 shares; 2026Q2: 54,001 shares 54,001 $3.11M 0.5% +1,029 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 11,537 shares; 2026Q2: 13,857 shares 13,857 $3.09M 0.49% +2,320 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,158 shares; 2024Q4: 52,728 shares; 2025Q1: 51,832 shares; 2025Q2: 52,981 shares; 2025Q3: 52,233 shares; 2025Q4: 50,530 shares; 2026Q1: 50,538 shares; 2026Q2: 50,439 shares 50,439 $3.01M 0.48% -99 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: 8,966 shares; 2024Q4: 8,586 shares; 2025Q1: 9,207 shares; 2025Q2: 7,523 shares; 2025Q3: 7,488 shares; 2025Q4: 7,011 shares; 2026Q1: 6,829 shares; 2026Q2: 6,870 shares 6,870 $2.93M 0.47% +41 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,392 shares; 2024Q4: 2,392 shares; 2025Q1: 2,392 shares; 2025Q2: 2,392 shares; 2025Q3: 14,049 shares; 2025Q4: 13,166 shares; 2026Q1: 13,166 shares; 2026Q2: 13,166 shares 13,166 $2.91M 0.47% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,311 shares; 2025Q4: 17,142 shares; 2026Q1: 17,142 shares; 2026Q2: 17,142 shares 17,142 $2.82M 0.45% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,271 shares; 2024Q4: 52,937 shares; 2025Q1: 56,479 shares; 2025Q2: 56,502 shares; 2025Q3: 58,913 shares; 2025Q4: 59,695 shares; 2026Q1: 65,193 shares; 2026Q2: 66,537 shares 66,537 $2.82M 0.45% +1,344 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: 51,856 shares; 2024Q4: 55,363 shares; 2025Q1: 57,905 shares; 2025Q2: 59,696 shares; 2025Q3: 62,570 shares; 2025Q4: 62,926 shares; 2026Q1: 66,530 shares; 2026Q2: 67,405 shares 67,405 $2.73M 0.44% +875 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: 24,190 shares; 2024Q4: 24,100 shares; 2025Q1: 28,192 shares; 2025Q2: 28,179 shares; 2025Q3: 28,947 shares; 2025Q4: 26,390 shares; 2026Q1: 27,422 shares; 2026Q2: 27,585 shares 27,585 $2.66M 0.42% +163 Timeline IJS 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: 19,316 shares; 2025Q4: 19,316 shares; 2026Q1: 19,316 shares; 2026Q2: 19,234 shares 19,234 $2.63M 0.42% -82 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: 27,950 shares; 2024Q4: 28,095 shares; 2025Q1: 28,193 shares; 2025Q2: 29,603 shares; 2025Q3: 30,253 shares; 2025Q4: 30,483 shares; 2026Q1: 31,667 shares; 2026Q2: 32,131 shares 32,131 $2.61M 0.42% +464 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,821 shares; 2024Q4: 91,491 shares; 2025Q1: 95,184 shares; 2025Q2: 98,050 shares; 2025Q3: 101,749 shares; 2025Q4: 102,832 shares; 2026Q1: 103,239 shares; 2026Q2: 102,665 shares 102,665 $2.59M 0.41% -574 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 18,125 shares; 2026Q1: 18,464 shares; 2026Q2: 22,773 shares 22,773 $2.58M 0.41% +4,309 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,641 shares; 2025Q4: 6,641 shares; 2026Q1: 6,970 shares; 2026Q2: 6,970 shares 6,970 $2.58M 0.41% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,480 shares; 2024Q4: 9,618 shares; 2025Q1: 9,660 shares; 2025Q2: 10,322 shares; 2025Q3: 10,479 shares; 2025Q4: 10,249 shares; 2026Q1: 10,597 shares; 2026Q2: 10,689 shares 10,689 $2.55M 0.41% +92 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,757 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,499 shares; 2025Q4: 3,499 shares; 2026Q1: 25,312 shares; 2026Q2: 31,686 shares 31,686 $2.44M 0.39% +6,374 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: 30,550 shares; 2024Q4: 31,264 shares; 2025Q1: 28,634 shares; 2025Q2: 28,691 shares; 2025Q3: 29,392 shares; 2025Q4: 28,666 shares; 2026Q1: 29,994 shares; 2026Q2: 30,337 shares 30,337 $2.31M 0.37% +343 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS 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: 3,391 shares; 2026Q2: 4,498 shares 4,498 $2.27M 0.36% +1,107 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,622 shares; 2026Q1: 26,866 shares; 2026Q2: 39,398 shares 39,398 $2.21M 0.35% +12,532 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,260 shares; 2026Q1: 94,825 shares; 2026Q2: 166,802 shares 166,802 $2.13M 0.34% +71,977 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: 19,654 shares; 2024Q4: 19,707 shares; 2025Q1: 19,700 shares; 2025Q2: 20,865 shares; 2025Q3: 19,317 shares; 2025Q4: 19,184 shares; 2026Q1: 20,650 shares; 2026Q2: 20,768 shares 20,768 $1.99M 0.32% +118 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS 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: 59,499 shares; 2025Q4: 61,846 shares; 2026Q1: 64,762 shares; 2026Q2: 80,415 shares 80,415 $1.9M 0.3% +15,653 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,309 shares; 2025Q4: 1,319 shares; 2026Q1: 1,309 shares; 2026Q2: 2,260 shares 2,260 $1.69M 0.27% +951 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: 8,249 shares; 2024Q4: 5,706 shares; 2025Q1: 7,021 shares; 2025Q2: 7,708 shares; 2025Q3: 7,596 shares; 2025Q4: 7,649 shares; 2026Q1: 7,669 shares; 2026Q2: 8,456 shares 8,456 $1.69M 0.27% +787 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,321 shares; 2024Q4: 83,811 shares; 2025Q1: 82,856 shares; 2025Q2: 82,126 shares; 2025Q3: 82,194 shares; 2025Q4: 82,249 shares; 2026Q1: 82,729 shares; 2026Q2: 80,750 shares 80,750 $1.67M 0.27% -1,979 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2 shares 2 $1.5M 0.24% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,875 shares; 2025Q2: 9,198 shares; 2025Q3: 9,533 shares; 2025Q4: 9,598 shares; 2026Q1: 11,406 shares; 2026Q2: 12,638 shares 12,638 $1.49M 0.24% +1,232 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,855 shares; 2024Q4: 17,710 shares; 2025Q1: 17,710 shares; 2025Q2: 17,714 shares; 2025Q3: 14,934 shares; 2025Q4: 12,934 shares; 2026Q1: 12,934 shares; 2026Q2: 12,934 shares 12,934 $1.49M 0.24% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,637 shares; 2025Q1: 10,972 shares; 2025Q2: 13,884 shares; 2025Q3: 14,266 shares; 2025Q4: 8,303 shares; 2026Q1: 11,064 shares; 2026Q2: 11,313 shares 11,313 $1.48M 0.24% +249 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 631 shares; 2026Q2: 631 shares 631 $1.43M 0.23% 0 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: 10,994 shares; 2024Q4: 11,358 shares; 2025Q1: 11,224 shares; 2025Q2: 11,224 shares; 2025Q3: 11,224 shares; 2025Q4: 11,223 shares; 2026Q1: 11,293 shares; 2026Q2: 11,293 shares 11,293 $1.43M 0.23% 0 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 150,245 shares; 2025Q1: 150,245 shares; 2025Q2: 150,245 shares; 2025Q3: 135,162 shares; 2025Q4: 101,824 shares; 2026Q1: 101,824 shares; 2026Q2: 101,824 shares 101,824 $1.42M 0.23% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,453 shares; 2025Q3: 1,653 shares; 2025Q4: 1,690 shares; 2026Q1: 2,007 shares; 2026Q2: 2,053 shares 2,053 $1.41M 0.23% +46 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,218 shares; 2025Q2: 45,907 shares; 2025Q3: 47,373 shares; 2025Q4: 40,464 shares; 2026Q1: 62,694 shares; 2026Q2: 64,049 shares 64,049 $1.41M 0.22% +1,355 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: 9,390 shares; 2024Q4: 9,488 shares; 2025Q1: 9,448 shares; 2025Q2: 10,305 shares; 2025Q3: 10,400 shares; 2025Q4: 10,216 shares; 2026Q1: 11,162 shares; 2026Q2: 11,854 shares 11,854 $1.39M 0.22% +692 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,458 shares; 2024Q4: 12,509 shares; 2025Q1: 12,516 shares; 2025Q2: 13,183 shares; 2025Q3: 13,549 shares; 2025Q4: 11,376 shares; 2026Q1: 13,288 shares; 2026Q2: 13,886 shares 13,886 $1.37M 0.22% +598 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,051 shares; 2025Q2: 5,996 shares; 2025Q3: 6,216 shares; 2025Q4: 5,421 shares; 2026Q1: 6,085 shares; 2026Q2: 6,411 shares 6,411 $1.32M 0.21% +326 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: 2,045 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares; 2026Q2: 2,049 shares 2,049 $1.31M 0.21% +4 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,033 shares; 2025Q3: 10,563 shares; 2025Q4: 8,969 shares; 2026Q1: 11,018 shares; 2026Q2: 11,848 shares 11,848 $1.3M 0.21% +830 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,289 shares 8,289 $1.25M 0.2% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,878 shares; 2025Q1: 60,143 shares; 2025Q2: 60,131 shares; 2025Q3: 60,131 shares; 2025Q4: 60,131 shares; 2026Q1: 60,131 shares; 2026Q2: 60,131 shares 60,131 $1.15M 0.18% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,027 shares; 2025Q1: 3,560 shares; 2025Q2: 3,888 shares; 2025Q3: 4,558 shares; 2025Q4: 4,753 shares; 2026Q1: 5,584 shares; 2026Q2: 6,148 shares 6,148 $1.03M 0.17% +564 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,187 shares; 2024Q4: 1,521 shares; 2025Q1: 1,972 shares; 2025Q2: 2,244 shares; 2025Q3: 2,289 shares; 2025Q4: 2,493 shares; 2026Q1: 2,676 shares; 2026Q2: 3,180 shares 3,180 $1.01M 0.16% +504 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: 3,339 shares; 2024Q4: 3,369 shares; 2025Q1: 3,343 shares; 2025Q2: 3,357 shares; 2025Q3: 3,392 shares; 2025Q4: 3,464 shares; 2026Q1: 3,464 shares; 2026Q2: 3,464 shares 3,464 $974K 0.16% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 909 shares; 2025Q4: 909 shares; 2026Q1: 909 shares; 2026Q2: 7,272 shares 7,272 $869K 0.14% +6,363 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,721 shares; 2024Q4: 3,805 shares; 2025Q1: 3,865 shares; 2025Q2: 3,689 shares; 2025Q3: 3,739 shares; 2025Q4: 3,854 shares; 2026Q1: 3,816 shares; 2026Q2: 3,831 shares 3,831 $835K 0.13% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,013 shares 9,013 $832K 0.13% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,254 shares; 2025Q3: 6,754 shares; 2025Q4: 8,754 shares; 2026Q1: 8,754 shares; 2026Q2: 8,754 shares 8,754 $761K 0.12% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 3,098 shares; 2025Q1: 2,934 shares; 2025Q2: 2,940 shares; 2025Q3: 2,946 shares; 2025Q4: 2,951 shares; 2026Q1: 2,957 shares; 2026Q2: 2,961 shares 2,961 $757K 0.12% +4 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,509 shares; 2024Q4: 6,492 shares; 2025Q1: 6,452 shares; 2025Q2: 6,452 shares; 2025Q3: 9,290 shares; 2025Q4: 9,290 shares; 2026Q1: 9,037 shares; 2026Q2: 9,018 shares 9,018 $755K 0.12% -19 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: 2,608 shares; 2024Q4: 2,635 shares; 2025Q1: 2,733 shares; 2025Q2: 2,761 shares; 2025Q3: 2,901 shares; 2025Q4: 2,921 shares; 2026Q1: 2,768 shares; 2026Q2: 4,751 shares 4,751 $705K 0.11% +1,983 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,539 shares; 2025Q3: 14,929 shares; 2025Q4: 20,097 shares; 2026Q1: 26,197 shares; 2026Q2: 26,263 shares 26,263 $682K 0.11% +66 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,582 shares; 2025Q4: 1,600 shares; 2026Q1: 1,611 shares; 2026Q2: 1,622 shares 1,622 $674K 0.11% +11 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: 17,219 shares; 2024Q4: 17,857 shares; 2025Q1: 17,952 shares; 2025Q2: 18,370 shares; 2025Q3: 19,082 shares; 2025Q4: 4,222 shares; 2026Q1: 4,222 shares; 2026Q2: 4,265 shares 4,265 $625K 0.1% +43 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: 1,360 shares; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,619 shares; 2026Q1: 1,619 shares; 2026Q2: 1,618 shares 1,618 $611K 0.1% -1 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,181 shares; 2025Q3: 7,181 shares; 2025Q4: 8,635 shares; 2026Q1: 12,133 shares; 2026Q2: 15,133 shares 15,133 $572K 0.09% +3,000 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: 11,482 shares; 2024Q4: 11,622 shares; 2025Q1: 11,555 shares; 2025Q2: 11,580 shares; 2025Q3: 11,611 shares; 2025Q4: 11,739 shares; 2026Q1: 11,499 shares; 2026Q2: 9,851 shares 9,851 $561K 0.09% -1,648 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 4,096 shares; 2025Q1: 4,096 shares; 2025Q2: 4,096 shares; 2025Q3: 4,096 shares; 2025Q4: 4,096 shares; 2026Q1: 4,096 shares; 2026Q2: 4,096 shares 4,096 $560K 0.09% 0 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: 3,236 shares; 2024Q4: 3,262 shares; 2025Q1: 3,344 shares; 2025Q2: 3,382 shares; 2025Q3: 3,496 shares; 2025Q4: 4,799 shares; 2026Q1: 4,858 shares; 2026Q2: 4,876 shares 4,876 $524K 0.08% +18 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 689 shares; 2025Q3: 689 shares; 2025Q4: 689 shares; 2026Q1: 689 shares; 2026Q2: 689 shares 689 $521K 0.08% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,315 shares; 2025Q4: 1,698 shares; 2026Q1: 1,698 shares; 2026Q2: 1,698 shares 1,698 $515K 0.08% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,082 shares; 2025Q3: 1,082 shares; 2025Q4: 1,573 shares; 2026Q1: 1,552 shares; 2026Q2: 6,208 shares 6,208 $500K 0.08% +4,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 1,616 shares; 2026Q1: 1,622 shares; 2026Q2: 1,628 shares 1,628 $487K 0.08% +6 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,371 shares 4,371 $482K 0.08% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,538 shares; 2026Q2: 6,092 shares 6,092 $481K 0.08% +554 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,018 shares 3,018 $459K 0.07% new 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: 2,601 shares; 2024Q4: 2,601 shares; 2025Q1: 2,343 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 2,343 shares; 2026Q1: 1,893 shares; 2026Q2: 1,893 shares 1,893 $448K 0.07% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $448K 0.07% 0 Timeline VOE 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: 2,173 shares; 2024Q4: 2,186 shares; 2025Q1: 2,201 shares; 2025Q2: 2,201 shares; 2025Q3: 2,212 shares; 2025Q4: 2,235 shares; 2026Q1: 2,247 shares; 2026Q2: 2,258 shares 2,258 $446K 0.07% +11 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: 7,996 shares; 2024Q4: 7,996 shares; 2025Q1: 7,996 shares; 2025Q2: 7,996 shares; 2025Q3: 7,659 shares; 2025Q4: 5,274 shares; 2026Q1: 5,274 shares; 2026Q2: 6,106 shares 6,106 $418K 0.07% +832 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: 444 shares; 2024Q4: 454 shares; 2025Q1: 454 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 497 shares; 2026Q2: 545 shares 545 $402K 0.06% +48 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: 16,616 shares; 2024Q4: 16,810 shares; 2025Q1: 16,705 shares; 2025Q2: 16,705 shares; 2025Q3: 18,995 shares; 2025Q4: 17,935 shares; 2026Q1: 17,567 shares; 2026Q2: 16,294 shares 16,294 $392K 0.06% -1,273 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: 1,267 shares; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares 1,264 $377K 0.06% 0 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: 7,613 shares; 2024Q4: 7,613 shares; 2025Q1: 7,613 shares; 2025Q2: 7,613 shares; 2025Q3: 7,613 shares; 2025Q4: 7,613 shares; 2026Q1: 7,613 shares; 2026Q2: 7,901 shares 7,901 $376K 0.06% +288 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: not reported; 2025Q4: 315 shares; 2026Q1: 315 shares; 2026Q2: 315 shares 315 $370K 0.06% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares 2,220 $351K 0.06% 0 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: 1,513 shares; 2024Q4: 1,518 shares; 2025Q1: 1,523 shares; 2025Q2: 1,528 shares; 2025Q3: 1,533 shares; 2025Q4: 1,546 shares; 2026Q1: 1,551 shares; 2026Q2: 1,549 shares 1,549 $345K 0.06% -2 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 100 shares 100 $320K 0.05% 0 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: 2,033 shares; 2024Q4: 1,183 shares; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,102 shares; 2026Q1: 1,302 shares; 2026Q2: 1,420 shares 1,420 $307K 0.05% +118 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $306K 0.05% 0 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: not reported; 2024Q4: 1,366 shares; 2025Q1: 1,366 shares; 2025Q2: 1,366 shares; 2025Q3: 1,366 shares; 2025Q4: 1,366 shares; 2026Q1: 1,366 shares; 2026Q2: 1,366 shares 1,366 $306K 0.05% 0 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares; 2026Q2: 860 shares 860 $305K 0.05% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 3,361 shares; 2025Q4: 3,364 shares; 2026Q1: 3,364 shares; 2026Q2: 3,361 shares 3,361 $291K 0.05% -3 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: not reported; 2026Q2: 2,077 shares 2,077 $290K 0.05% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,219 shares; 2024Q4: 3,219 shares; 2025Q1: 3,219 shares; 2025Q2: 3,219 shares; 2025Q3: 3,219 shares; 2025Q4: 3,219 shares; 2026Q1: 3,219 shares; 2026Q2: 3,219 shares 3,219 $283K 0.05% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $274K 0.04% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 431 shares; 2026Q2: 431 shares 431 $273K 0.04% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,555 shares; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $268K 0.04% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares 452 $263K 0.04% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,217 shares; 2025Q1: 1,217 shares; 2025Q2: 1,217 shares; 2025Q3: 1,217 shares; 2025Q4: 1,217 shares; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $259K 0.04% 0 Timeline WRBY WARBY PARKER INC More: the full row for WARBY PARKER 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: 8,007 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,007 shares 8,007 $243K 0.04% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,369 shares 2,369 $238K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares; 2026Q2: 1,306 shares 1,306 $236K 0.04% -9 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,225 shares; 2026Q2: 4,225 shares 4,225 $223K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,194 shares; 2025Q3: 1,194 shares; 2025Q4: 1,090 shares; 2026Q1: not reported; 2026Q2: 1,097 shares 1,097 $220K 0.04% new 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: 22,813 shares; 2024Q4: 17,819 shares; 2025Q1: 15,387 shares; 2025Q2: 15,387 shares; 2025Q3: 15,387 shares; 2025Q4: 15,387 shares; 2026Q1: 15,387 shares; 2026Q2: 15,387 shares 15,387 $214K 0.03% 0 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: not reported; 2024Q4: 343 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $213K 0.03% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 480 shares 480 $208K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 1,501 shares; 2026Q2: 1,360 shares 1,360 $206K 0.03% -141 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,383 shares 1,383 $202K 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 4,474 shares 4,474 $202K 0.03% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,128 shares; 2025Q1: 14,285 shares; 2025Q2: 13,986 shares; 2025Q3: 14,146 shares; 2025Q4: 11,918 shares; 2026Q1: 11,998 shares; 2026Q2: 11,228 shares 11,228 $190K 0.03% -770 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC 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: 11,500 shares; 2026Q1: 13,548 shares; 2026Q2: 15,263 shares 15,263 $167K 0.03% +1,715 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $113K 0.02% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,650 shares; 2025Q3: 12,150 shares; 2025Q4: 12,150 shares; 2026Q1: 12,150 shares; 2026Q2: 12,150 shares 12,150 $69.7K 0.01% 0 Timeline