NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627,836 shares; 2024Q4: 610,955 shares; 2025Q1: 589,371 shares; 2025Q2: 594,220 shares; 2025Q3: 590,528 shares; 2025Q4: 580,723 shares; 2026Q1: 578,932 shares; 2026Q2: 576,081 shares 576,081 $115M 7.07% -2,851 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: 102,734 shares; 2024Q4: 84,331 shares; 2025Q1: 90,955 shares; 2025Q2: 93,102 shares; 2025Q3: 92,321 shares; 2025Q4: 85,356 shares; 2026Q1: 254,135 shares; 2026Q2: 254,136 shares 254,136 $89.8M 5.51% +1 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: 140,285 shares; 2024Q4: 138,753 shares; 2025Q1: 144,617 shares; 2025Q2: 152,482 shares; 2025Q3: 152,979 shares; 2025Q4: 182,232 shares; 2026Q1: 181,994 shares; 2026Q2: 183,316 shares 183,316 $65.5M 4.02% +1,322 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: 78,881 shares; 2024Q4: 158,186 shares; 2025Q1: 160,670 shares; 2025Q2: 164,836 shares; 2025Q3: 168,972 shares; 2025Q4: 169,410 shares; 2026Q1: 170,274 shares; 2026Q2: 173,721 shares 173,721 $59.2M 3.64% +3,447 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: 184,977 shares; 2024Q4: 185,415 shares; 2025Q1: 186,202 shares; 2025Q2: 183,514 shares; 2025Q3: 181,525 shares; 2025Q4: 183,761 shares; 2026Q1: 184,296 shares; 2026Q2: 185,015 shares 185,015 $53.5M 3.29% +719 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,221 shares; 2024Q4: 62,588 shares; 2025Q1: 68,495 shares; 2025Q2: 72,746 shares; 2025Q3: 77,269 shares; 2025Q4: 77,668 shares; 2026Q1: 77,905 shares; 2026Q2: 76,152 shares 76,152 $49.9M 3.06% -1,753 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: 160,226 shares; 2024Q4: 161,680 shares; 2025Q1: 165,905 shares; 2025Q2: 169,355 shares; 2025Q3: 169,794 shares; 2025Q4: 174,649 shares; 2026Q1: 175,441 shares; 2026Q2: 177,700 shares 177,700 $42.4M 2.6% +2,259 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: 87,240 shares; 2024Q4: 88,365 shares; 2025Q1: 90,737 shares; 2025Q2: 86,746 shares; 2025Q3: 79,184 shares; 2025Q4: 77,387 shares; 2026Q1: 77,486 shares; 2026Q2: 69,499 shares 69,499 $40.4M 2.48% -7,987 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: 18,042 shares; 2024Q4: 19,024 shares; 2025Q1: 19,483 shares; 2025Q2: 19,457 shares; 2025Q3: 20,500 shares; 2025Q4: 20,429 shares; 2026Q1: 20,137 shares; 2026Q2: 19,930 shares 19,930 $39.6M 2.43% -207 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: 35,350 shares; 2024Q4: 35,402 shares; 2025Q1: 35,918 shares; 2025Q2: 37,363 shares; 2025Q3: 37,855 shares; 2025Q4: 37,245 shares; 2026Q1: 36,994 shares; 2026Q2: 36,103 shares 36,103 $38.4M 2.36% -891 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: 78,720 shares; 2024Q4: 79,191 shares; 2025Q1: 86,668 shares; 2025Q2: 90,100 shares; 2025Q3: 87,113 shares; 2025Q4: 92,149 shares; 2026Q1: 92,487 shares; 2026Q2: 93,697 shares 93,697 $35M 2.14% +1,210 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: 89,875 shares; 2024Q4: 90,055 shares; 2025Q1: 95,780 shares; 2025Q2: 100,270 shares; 2025Q3: 96,673 shares; 2025Q4: 100,817 shares; 2026Q1: 100,578 shares; 2026Q2: 103,574 shares 103,574 $33.9M 2.08% +2,996 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,092 shares; 2024Q4: 168,057 shares; 2025Q1: 190,069 shares; 2025Q2: 195,573 shares; 2025Q3: 195,275 shares; 2025Q4: 189,944 shares; 2026Q1: 189,586 shares; 2026Q2: 190,149 shares 190,149 $33.5M 2.06% +563 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,270 shares; 2024Q4: 35,649 shares; 2025Q1: 74,202 shares; 2025Q2: 105,062 shares; 2025Q3: 106,056 shares; 2025Q4: 105,491 shares; 2026Q1: 104,958 shares; 2026Q2: 97,138 shares 97,138 $32.5M 2% -7,820 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: 60,547 shares; 2024Q4: 61,953 shares; 2025Q1: 64,755 shares; 2025Q2: 68,360 shares; 2025Q3: 68,802 shares; 2025Q4: 68,788 shares; 2026Q1: 67,979 shares; 2026Q2: 66,578 shares 66,578 $31.8M 1.95% -1,401 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: 49,130 shares; 2024Q4: 49,469 shares; 2025Q1: 50,261 shares; 2025Q2: 51,726 shares; 2025Q3: 51,860 shares; 2025Q4: 54,105 shares; 2026Q1: 55,116 shares; 2026Q2: 56,248 shares 56,248 $31.7M 1.94% +1,132 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: 9,518 shares; 2025Q1: 30,081 shares; 2025Q2: 35,571 shares; 2025Q3: 37,002 shares; 2025Q4: 38,459 shares; 2026Q1: 39,707 shares; 2026Q2: 39,309 shares 39,309 $28.3M 1.74% -398 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: 27,032 shares; 2024Q4: 27,179 shares; 2025Q1: 27,482 shares; 2025Q2: 28,341 shares; 2025Q3: 28,933 shares; 2025Q4: 29,496 shares; 2026Q1: 29,874 shares; 2026Q2: 30,240 shares 30,240 $28.3M 1.74% +366 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,141 shares; 2024Q4: 96,300 shares; 2025Q1: 103,371 shares; 2025Q2: 108,280 shares; 2025Q3: 108,798 shares; 2025Q4: 109,762 shares; 2026Q1: 109,996 shares; 2026Q2: 111,062 shares 111,062 $23.2M 1.42% +1,066 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,769 shares; 2024Q4: 108,834 shares; 2025Q1: 110,992 shares; 2025Q2: 114,625 shares; 2025Q3: 118,837 shares; 2025Q4: 123,307 shares; 2026Q1: 126,385 shares; 2026Q2: 126,420 shares 126,420 $20.6M 1.26% +35 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,502 shares; 2024Q4: 44,784 shares; 2025Q1: 47,982 shares; 2025Q2: 50,339 shares; 2025Q3: 50,784 shares; 2025Q4: 52,277 shares; 2026Q1: 52,360 shares; 2026Q2: 52,693 shares 52,693 $19.8M 1.21% +333 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,184 shares; 2024Q4: 157,488 shares; 2025Q1: 160,258 shares; 2025Q2: 164,816 shares; 2025Q3: 164,768 shares; 2025Q4: 164,895 shares; 2026Q1: 164,916 shares; 2026Q2: 167,421 shares 167,421 $19.1M 1.17% +2,505 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 556,016 shares; 2024Q4: 568,991 shares; 2025Q1: 568,991 shares; 2025Q2: 568,991 shares; 2025Q3: 568,991 shares; 2025Q4: 582,345 shares; 2026Q1: 582,345 shares; 2026Q2: 582,345 shares 582,345 $18.9M 1.16% 0 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: 48,074 shares; 2024Q4: 48,337 shares; 2025Q1: 48,688 shares; 2025Q2: 52,274 shares; 2025Q3: 53,047 shares; 2025Q4: 54,369 shares; 2026Q1: 53,199 shares; 2026Q2: 53,002 shares 53,002 $18.2M 1.12% -197 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,050 shares; 2024Q4: 47,349 shares; 2025Q1: 68,902 shares; 2025Q2: 77,178 shares; 2025Q3: 91,497 shares; 2025Q4: 95,644 shares; 2026Q1: 100,181 shares; 2026Q2: 105,787 shares 105,787 $17.4M 1.07% +5,606 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: 16,610 shares; 2024Q4: 16,614 shares; 2025Q1: 16,594 shares; 2025Q2: 16,490 shares; 2025Q3: 16,413 shares; 2025Q4: 22,983 shares; 2026Q1: 39,849 shares; 2026Q2: 46,015 shares 46,015 $17.4M 1.07% +6,166 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,360 shares; 2024Q4: 29,768 shares; 2025Q1: 30,781 shares; 2025Q2: 32,114 shares; 2025Q3: 32,770 shares; 2025Q4: 34,223 shares; 2026Q1: 34,546 shares; 2026Q2: 34,479 shares 34,479 $17.3M 1.06% -67 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: 43,378 shares; 2024Q4: 43,747 shares; 2025Q1: 44,396 shares; 2025Q2: 45,026 shares; 2025Q3: 45,487 shares; 2025Q4: 46,335 shares; 2026Q1: 46,013 shares; 2026Q2: 47,689 shares 47,689 $16.8M 1.03% +1,676 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,190 shares; 2026Q2: 37,835 shares 37,835 $16.3M 1% +10,645 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,945 shares; 2024Q4: 33,709 shares; 2025Q1: 34,487 shares; 2025Q2: 35,658 shares; 2025Q3: 36,386 shares; 2025Q4: 37,486 shares; 2026Q1: 37,192 shares; 2026Q2: 39,001 shares 39,001 $15.5M 0.95% +1,809 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: 14,569 shares; 2024Q4: 14,563 shares; 2025Q1: 15,753 shares; 2025Q2: 16,196 shares; 2025Q3: 16,739 shares; 2025Q4: 206,381 shares; 2026Q1: 210,747 shares; 2026Q2: 213,528 shares 213,528 $15.2M 0.94% +2,781 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,383 shares; 2024Q4: 57,730 shares; 2025Q1: 60,685 shares; 2025Q2: 59,176 shares; 2025Q3: 58,354 shares; 2025Q4: 60,560 shares; 2026Q1: 63,551 shares; 2026Q2: 57,775 shares 57,775 $14.7M 0.9% -5,776 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: 82,730 shares; 2024Q4: 94,146 shares; 2025Q1: 104,013 shares; 2025Q2: 118,633 shares; 2025Q3: 120,410 shares; 2025Q4: 123,925 shares; 2026Q1: 125,615 shares; 2026Q2: 129,683 shares 129,683 $14.7M 0.9% +4,068 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,431 shares; 2024Q4: 363,921 shares; 2025Q1: 389,449 shares; 2025Q2: 409,350 shares; 2025Q3: 444,280 shares; 2025Q4: 521,963 shares; 2026Q1: 556,683 shares; 2026Q2: 592,813 shares 592,813 $14.4M 0.88% +36,130 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: 20,561 shares; 2024Q4: 20,512 shares; 2025Q1: 19,217 shares; 2025Q2: 16,241 shares; 2025Q3: 16,228 shares; 2025Q4: 16,101 shares; 2026Q1: 18,829 shares; 2026Q2: 18,915 shares 18,915 $14.1M 0.87% +86 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,116 shares; 2024Q4: 163,102 shares; 2025Q1: 176,365 shares; 2025Q2: 185,905 shares; 2025Q3: 188,415 shares; 2025Q4: 196,782 shares; 2026Q1: 196,668 shares; 2026Q2: 192,912 shares 192,912 $13.9M 0.85% -3,756 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,267 shares; 2024Q4: 47,558 shares; 2025Q1: 50,748 shares; 2025Q2: 51,823 shares; 2025Q3: 52,116 shares; 2025Q4: 52,369 shares; 2026Q1: 54,034 shares; 2026Q2: 55,907 shares 55,907 $13.7M 0.84% +1,873 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: 308,104 shares; 2024Q4: 331,018 shares; 2025Q1: 354,738 shares; 2025Q2: 373,853 shares; 2025Q3: 403,365 shares; 2025Q4: 479,315 shares; 2026Q1: 490,178 shares; 2026Q2: 529,578 shares 529,578 $13.4M 0.82% +39,400 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: 14,408 shares; 2024Q4: 14,212 shares; 2025Q1: 14,381 shares; 2025Q2: 15,749 shares; 2025Q3: 16,482 shares; 2025Q4: 18,922 shares; 2026Q1: 19,304 shares; 2026Q2: 20,668 shares 20,668 $13.1M 0.8% +1,364 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,098 shares; 2024Q4: 39,441 shares; 2025Q1: 42,368 shares; 2025Q2: 39,810 shares; 2025Q3: 40,614 shares; 2025Q4: 36,330 shares; 2026Q1: 36,019 shares; 2026Q2: 34,889 shares 34,889 $12.9M 0.79% -1,130 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: 305,924 shares; 2024Q4: 327,578 shares; 2025Q1: 346,703 shares; 2025Q2: 365,736 shares; 2025Q3: 399,233 shares; 2025Q4: 486,066 shares; 2026Q1: 504,623 shares; 2026Q2: 546,943 shares 546,943 $12.7M 0.78% +42,320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,158 shares; 2026Q2: 55,561 shares 55,561 $12.4M 0.76% +8,403 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: 6,494 shares; 2024Q4: 6,673 shares; 2025Q1: 7,375 shares; 2025Q2: 16,827 shares; 2025Q3: 20,349 shares; 2025Q4: 23,378 shares; 2026Q1: 24,078 shares; 2026Q2: 24,228 shares 24,228 $12.1M 0.74% +150 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,051 shares; 2024Q4: 21,123 shares; 2025Q1: 22,465 shares; 2025Q2: 23,142 shares; 2025Q3: 23,177 shares; 2025Q4: 23,313 shares; 2026Q1: 22,517 shares; 2026Q2: 22,660 shares 22,660 $11.9M 0.73% +143 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,849 shares; 2024Q4: 33,881 shares; 2025Q1: 37,141 shares; 2025Q2: 38,010 shares; 2025Q3: 38,533 shares; 2025Q4: 40,610 shares; 2026Q1: 36,965 shares; 2026Q2: 36,756 shares 36,756 $11.6M 0.71% -209 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,795 shares; 2024Q4: 53,753 shares; 2025Q1: 56,751 shares; 2025Q2: 58,086 shares; 2025Q3: 58,201 shares; 2025Q4: 57,372 shares; 2026Q1: 60,703 shares; 2026Q2: 61,942 shares 61,942 $11.5M 0.7% +1,239 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: not reported; 2025Q4: 15,145 shares; 2026Q1: 54,833 shares; 2026Q2: 72,050 shares 72,050 $10.9M 0.67% +17,217 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: 268,570 shares; 2024Q4: 302,673 shares; 2025Q1: 322,208 shares; 2025Q2: 333,362 shares; 2025Q3: 372,226 shares; 2025Q4: 452,987 shares; 2026Q1: 467,998 shares; 2026Q2: 492,598 shares 492,598 $10.7M 0.66% +24,600 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,040 shares; 2024Q4: 141,301 shares; 2025Q1: 141,238 shares; 2025Q2: 139,365 shares; 2025Q3: 140,318 shares; 2025Q4: 124,165 shares; 2026Q1: 121,162 shares; 2026Q2: 164,798 shares 164,798 $10.4M 0.64% +43,636 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: 15,063 shares; 2024Q4: 15,578 shares; 2025Q1: 16,940 shares; 2025Q2: 18,866 shares; 2025Q3: 19,308 shares; 2025Q4: 19,844 shares; 2026Q1: 19,514 shares; 2026Q2: 19,629 shares 19,629 $10.1M 0.62% +115 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: 26,168 shares; 2024Q4: 26,041 shares; 2025Q1: 25,748 shares; 2025Q2: 26,495 shares; 2025Q3: 26,454 shares; 2025Q4: 130,385 shares; 2026Q1: 114,446 shares; 2026Q2: 91,809 shares 91,809 $9.11M 0.56% -22,637 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,970 shares; 2024Q4: 29,518 shares; 2025Q1: 36,662 shares; 2025Q2: 35,621 shares; 2025Q3: 34,145 shares; 2025Q4: 43,410 shares; 2026Q1: 54,732 shares; 2026Q2: 55,725 shares 55,725 $8.84M 0.54% +993 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: 5,596 shares; 2024Q4: 5,569 shares; 2025Q1: 7,271 shares; 2025Q2: 7,729 shares; 2025Q3: 7,828 shares; 2025Q4: 8,302 shares; 2026Q1: 8,501 shares; 2026Q2: 9,138 shares 9,138 $8.79M 0.54% +637 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,082 shares; 2024Q4: 2,554 shares; 2025Q1: 4,037 shares; 2025Q2: 9,713 shares; 2025Q3: 10,830 shares; 2025Q4: 11,706 shares; 2026Q1: 11,597 shares; 2026Q2: 12,699 shares 12,699 $8.72M 0.54% +1,102 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: 34,477 shares; 2024Q4: 34,099 shares; 2025Q1: 33,509 shares; 2025Q2: 34,553 shares; 2025Q3: 33,952 shares; 2025Q4: 31,229 shares; 2026Q1: 30,069 shares; 2026Q2: 31,590 shares 31,590 $8.59M 0.53% +1,521 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 325,825 shares; 2024Q4: 341,272 shares; 2025Q1: 364,517 shares; 2025Q2: 391,583 shares; 2025Q3: 434,861 shares; 2025Q4: 498,249 shares; 2026Q1: 466,279 shares; 2026Q2: 350,401 shares 350,401 $8.49M 0.52% -115,878 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: 165,800 shares; 2024Q4: 236,975 shares; 2025Q1: 243,975 shares; 2025Q2: 253,000 shares; 2025Q3: 286,096 shares; 2025Q4: 332,277 shares; 2026Q1: 349,577 shares; 2026Q2: 369,802 shares 369,802 $7.71M 0.47% +20,225 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: 197,475 shares; 2024Q4: 213,975 shares; 2025Q1: 214,875 shares; 2025Q2: 218,025 shares; 2025Q3: 230,925 shares; 2025Q4: 260,065 shares; 2026Q1: 264,515 shares; 2026Q2: 266,910 shares 266,910 $6.72M 0.41% +2,395 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: 13,838 shares; 2024Q4: 15,408 shares; 2025Q1: 17,358 shares; 2025Q2: 18,313 shares; 2025Q3: 17,955 shares; 2025Q4: 33,977 shares; 2026Q1: 31,808 shares; 2026Q2: 33,020 shares 33,020 $6.29M 0.39% +1,212 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,617 shares 27,617 $6.18M 0.38% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,617 shares 27,617 $6.11M 0.37% new 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: 7,210 shares; 2024Q4: 19,891 shares; 2025Q1: 23,635 shares; 2025Q2: 11,805 shares; 2025Q3: 13,795 shares; 2025Q4: 19,201 shares; 2026Q1: 35,690 shares; 2026Q2: 39,190 shares 39,190 $5.81M 0.36% +3,500 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453,017 shares; 2025Q3: 486,886 shares; 2025Q4: 689,455 shares; 2026Q1: 725,136 shares; 2026Q2: 662,107 shares 662,107 $5.79M 0.36% -63,029 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,733 shares; 2024Q4: 31,234 shares; 2025Q1: 31,435 shares; 2025Q2: 31,675 shares; 2025Q3: 33,084 shares; 2025Q4: 33,026 shares; 2026Q1: 28,832 shares; 2026Q2: 21,838 shares 21,838 $5.7M 0.35% -6,994 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: 5,712 shares; 2024Q4: 4,644 shares; 2025Q1: 4,121 shares; 2025Q2: 4,040 shares; 2025Q3: 4,004 shares; 2025Q4: 5,379 shares; 2026Q1: 5,200 shares; 2026Q2: 13,323 shares 13,323 $5.6M 0.34% +8,123 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,932 shares; 2024Q4: 27,607 shares; 2025Q1: 30,443 shares; 2025Q2: 37,579 shares; 2025Q3: 39,382 shares; 2025Q4: 41,038 shares; 2026Q1: 41,698 shares; 2026Q2: 32,736 shares 32,736 $5.49M 0.34% -8,962 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: not reported; 2024Q4: not reported; 2025Q1: 56,120 shares; 2025Q2: 90,245 shares; 2025Q3: 118,270 shares; 2025Q4: 173,645 shares; 2026Q1: 181,445 shares; 2026Q2: 204,795 shares 204,795 $5.27M 0.32% +23,350 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,710 shares; 2024Q4: 57,438 shares; 2025Q1: 60,128 shares; 2025Q2: 64,861 shares; 2025Q3: 66,656 shares; 2025Q4: 65,999 shares; 2026Q1: 64,501 shares; 2026Q2: 56,357 shares 56,357 $5.11M 0.31% -8,144 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,659 shares; 2024Q4: 53,526 shares; 2025Q1: 53,645 shares; 2025Q2: 54,208 shares; 2025Q3: 54,136 shares; 2025Q4: 54,589 shares; 2026Q1: 37,830 shares; 2026Q2: 26,935 shares 26,935 $4.78M 0.29% -10,895 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: not reported; 2025Q2: not reported; 2025Q3: 17,725 shares; 2025Q4: 82,610 shares; 2026Q1: 128,835 shares; 2026Q2: 181,335 shares 181,335 $4.72M 0.29% +52,500 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: 90,618 shares; 2024Q4: 90,461 shares; 2025Q1: 90,317 shares; 2025Q2: 89,494 shares; 2025Q3: 89,038 shares; 2025Q4: 89,783 shares; 2026Q1: 74,783 shares; 2026Q2: 75,268 shares 75,268 $4.29M 0.26% +485 Timeline XBI 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: 21,067 shares; 2024Q4: 20,094 shares; 2025Q1: 14,528 shares; 2025Q2: 3,288 shares; 2025Q3: 3,151 shares; 2025Q4: 4,848 shares; 2026Q1: 12,208 shares; 2026Q2: 26,881 shares 26,881 $4.25M 0.26% +14,673 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: 6,352 shares; 2024Q4: 6,352 shares; 2025Q1: 6,151 shares; 2025Q2: 6,093 shares; 2025Q3: 6,106 shares; 2025Q4: 5,594 shares; 2026Q1: 5,501 shares; 2026Q2: 5,501 shares 5,501 $4.12M 0.25% 0 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: 52,109 shares; 2024Q4: 47,753 shares; 2025Q1: 46,458 shares; 2025Q2: 28,181 shares; 2025Q3: 25,006 shares; 2025Q4: 26,223 shares; 2026Q1: 24,958 shares; 2026Q2: 23,112 shares 23,112 $3.83M 0.24% -1,846 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,205 shares; 2024Q4: 24,410 shares; 2025Q1: 44,526 shares; 2025Q2: 56,076 shares; 2025Q3: 56,036 shares; 2025Q4: 56,612 shares; 2026Q1: 101,982 shares; 2026Q2: 135,998 shares 135,998 $3.77M 0.23% +34,016 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,274 shares; 2024Q4: 22,872 shares; 2025Q1: 16,282 shares; 2025Q2: 5,774 shares; 2025Q3: 6,450 shares; 2025Q4: 10,830 shares; 2026Q1: 17,570 shares; 2026Q2: 19,548 shares 19,548 $3.72M 0.23% +1,978 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,995 shares; 2024Q4: 55,452 shares; 2025Q1: 57,962 shares; 2025Q2: 59,419 shares; 2025Q3: 59,593 shares; 2025Q4: 58,992 shares; 2026Q1: 23,645 shares; 2026Q2: 20,295 shares 20,295 $3.64M 0.22% -3,350 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,481 shares; 2024Q4: 2,532 shares; 2025Q1: 2,445 shares; 2025Q2: 2,391 shares; 2025Q3: 2,409 shares; 2025Q4: 2,714 shares; 2026Q1: 2,724 shares; 2026Q2: 2,847 shares 2,847 $3.41M 0.21% +123 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: 12,947 shares; 2024Q4: 12,947 shares; 2025Q1: 12,342 shares; 2025Q2: 9,917 shares; 2025Q3: 9,417 shares; 2025Q4: 8,455 shares; 2026Q1: 3,453 shares; 2026Q2: 2,880 shares 2,880 $3.32M 0.2% -573 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,190 shares; 2024Q4: 35,190 shares; 2025Q1: 35,190 shares; 2025Q2: 35,190 shares; 2025Q3: 27,212 shares; 2025Q4: 26,952 shares; 2026Q1: 26,930 shares; 2026Q2: 26,780 shares 26,780 $3.3M 0.2% -150 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,476 shares; 2024Q4: 18,769 shares; 2025Q1: 18,096 shares; 2025Q2: 13,615 shares; 2025Q3: 13,784 shares; 2025Q4: 16,026 shares; 2026Q1: 17,000 shares; 2026Q2: 14,773 shares 14,773 $3.14M 0.19% -2,227 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,080 shares 4,080 $3.11M 0.19% new 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: 42,115 shares; 2024Q4: 37,890 shares; 2025Q1: 38,717 shares; 2025Q2: 40,336 shares; 2025Q3: 39,200 shares; 2025Q4: 35,523 shares; 2026Q1: 33,646 shares; 2026Q2: 31,340 shares 31,340 $3.02M 0.19% -2,306 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: 18,105 shares; 2024Q4: 13,822 shares; 2025Q1: 10,712 shares; 2025Q2: 9,192 shares; 2025Q3: 9,274 shares; 2025Q4: 9,324 shares; 2026Q1: 9,496 shares; 2026Q2: 9,974 shares 9,974 $3M 0.18% +478 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,895 shares; 2026Q2: 37,450 shares 37,450 $2.95M 0.18% +5,555 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: 4,417 shares; 2024Q4: 4,238 shares; 2025Q1: 4,489 shares; 2025Q2: 4,956 shares; 2025Q3: 5,016 shares; 2025Q4: 4,669 shares; 2026Q1: 3,532 shares; 2026Q2: 3,508 shares 3,508 $2.58M 0.16% -24 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 18,860 shares 18,860 $2.58M 0.16% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,775 shares; 2024Q4: 48,785 shares; 2025Q1: 42,785 shares; 2025Q2: 40,085 shares; 2025Q3: 37,660 shares; 2025Q4: 33,485 shares; 2026Q1: 32,385 shares; 2026Q2: 32,385 shares 32,385 $2.5M 0.15% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,665 shares; 2024Q4: 55,624 shares; 2025Q1: 55,684 shares; 2025Q2: 49,507 shares; 2025Q3: 42,149 shares; 2025Q4: 25,305 shares; 2026Q1: 33,367 shares; 2026Q2: 39,605 shares 39,605 $2.47M 0.15% +6,238 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,242 shares; 2024Q4: 152,641 shares; 2025Q1: 123,818 shares; 2025Q2: 76,366 shares; 2025Q3: 65,414 shares; 2025Q4: 65,062 shares; 2026Q1: 64,289 shares; 2026Q2: 52,359 shares 52,359 $2.43M 0.15% -11,930 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,368 shares; 2024Q4: 25,054 shares; 2025Q1: 24,213 shares; 2025Q2: 24,308 shares; 2025Q3: 24,768 shares; 2025Q4: 24,078 shares; 2026Q1: 21,383 shares; 2026Q2: 21,416 shares 21,416 $2.34M 0.14% +33 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,665 shares; 2024Q4: 49,665 shares; 2025Q1: 59,795 shares; 2025Q2: 59,795 shares; 2025Q3: 76,495 shares; 2025Q4: 61,795 shares; 2026Q1: 83,245 shares; 2026Q2: 59,265 shares 59,265 $2.29M 0.14% -23,980 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: 16,277 shares; 2024Q4: 16,277 shares; 2025Q1: 15,977 shares; 2025Q2: 15,467 shares; 2025Q3: 15,467 shares; 2025Q4: 15,756 shares; 2026Q1: 16,276 shares; 2026Q2: 18,905 shares 18,905 $2.22M 0.14% +2,629 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,446 shares 6,446 $2.2M 0.13% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,335 shares; 2024Q4: 7,439 shares; 2025Q1: 6,405 shares; 2025Q2: 7,662 shares; 2025Q3: 7,366 shares; 2025Q4: 7,943 shares; 2026Q1: 8,343 shares; 2026Q2: 8,500 shares 8,500 $2.16M 0.13% +157 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,934 shares; 2024Q4: 97,606 shares; 2025Q1: 70,643 shares; 2025Q2: 31,539 shares; 2025Q3: 25,180 shares; 2025Q4: 44,851 shares; 2026Q1: 43,932 shares; 2026Q2: 39,708 shares 39,708 $2.11M 0.13% -4,224 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,503 shares; 2026Q1: 20,772 shares; 2026Q2: 16,824 shares 16,824 $2.07M 0.13% -3,948 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,309 shares; 2026Q2: 3,178 shares 3,178 $2.04M 0.12% +869 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: 28,951 shares; 2024Q4: 21,810 shares; 2025Q1: 18,788 shares; 2025Q2: 17,000 shares; 2025Q3: 16,542 shares; 2025Q4: 16,511 shares; 2026Q1: 19,341 shares; 2026Q2: 19,286 shares 19,286 $2M 0.12% -55 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,928 shares; 2024Q4: 91,466 shares; 2025Q1: 93,247 shares; 2025Q2: 94,187 shares; 2025Q3: 81,561 shares; 2025Q4: 71,598 shares; 2026Q1: 29,172 shares; 2026Q2: 16,125 shares 16,125 $1.97M 0.12% -13,047 Timeline SCHE 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: 26,414 shares; 2024Q4: 26,250 shares; 2025Q1: 28,580 shares; 2025Q2: 31,315 shares; 2025Q3: 31,785 shares; 2025Q4: 33,335 shares; 2026Q1: 39,940 shares; 2026Q2: 53,885 shares 53,885 $1.95M 0.12% +13,945 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: 560 shares; 2024Q4: 5,600 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 4,446 shares; 2026Q1: 4,446 shares; 2026Q2: 4,446 shares 4,446 $1.93M 0.12% 0 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: 33,831 shares; 2024Q4: 29,186 shares; 2025Q1: 24,780 shares; 2025Q2: 24,131 shares; 2025Q3: 24,131 shares; 2025Q4: 25,260 shares; 2026Q1: 27,225 shares; 2026Q2: 27,203 shares 27,203 $1.86M 0.11% -22 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,297 shares; 2026Q1: 2,106 shares; 2026Q2: 5,316 shares 5,316 $1.75M 0.11% +3,210 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,205 shares; 2024Q4: 4,305 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,477 shares; 2026Q1: 4,477 shares; 2026Q2: 4,977 shares 4,977 $1.68M 0.1% +500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,570 shares; 2025Q3: 19,570 shares; 2025Q4: 19,570 shares; 2026Q1: 19,570 shares; 2026Q2: 19,570 shares 19,570 $1.64M 0.1% 0 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: 6,643 shares; 2024Q4: 6,460 shares; 2025Q1: 6,228 shares; 2025Q2: 7,408 shares; 2025Q3: 7,408 shares; 2025Q4: 8,047 shares; 2026Q1: 8,047 shares; 2026Q2: 7,974 shares 7,974 $1.51M 0.09% -73 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,363 shares; 2025Q1: 3,363 shares; 2025Q2: 9,962 shares; 2025Q3: 9,962 shares; 2025Q4: 10,341 shares; 2026Q1: 10,341 shares; 2026Q2: 10,341 shares 10,341 $1.51M 0.09% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,177 shares; 2024Q4: 64,202 shares; 2025Q1: 66,098 shares; 2025Q2: 64,808 shares; 2025Q3: 58,915 shares; 2025Q4: 52,094 shares; 2026Q1: 15,355 shares; 2026Q2: 9,551 shares 9,551 $1.5M 0.09% -5,804 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,098 shares; 2024Q4: 4,380 shares; 2025Q1: 4,750 shares; 2025Q2: 6,983 shares; 2025Q3: 9,237 shares; 2025Q4: 13,695 shares; 2026Q1: 14,501 shares; 2026Q2: 14,222 shares 14,222 $1.49M 0.09% -279 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,765 shares; 2024Q4: 32,183 shares; 2025Q1: 31,487 shares; 2025Q2: 23,707 shares; 2025Q3: 22,627 shares; 2025Q4: 18,944 shares; 2026Q1: 16,686 shares; 2026Q2: 14,275 shares 14,275 $1.48M 0.09% -2,411 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,408 shares; 2024Q4: 24,727 shares; 2025Q1: 37,122 shares; 2025Q2: 31,989 shares; 2025Q3: 22,784 shares; 2025Q4: 24,556 shares; 2026Q1: 25,825 shares; 2026Q2: 27,068 shares 27,068 $1.45M 0.09% +1,243 Timeline CRVL CORVEL CORP More: the full row for CORVEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,960 shares; 2024Q4: 25,398 shares; 2025Q1: 25,398 shares; 2025Q2: 25,398 shares; 2025Q3: 25,398 shares; 2025Q4: 22,948 shares; 2026Q1: 22,948 shares; 2026Q2: 22,948 shares 22,948 $1.43M 0.09% 0 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: 4,320 shares; 2024Q4: 4,326 shares; 2025Q1: 5,243 shares; 2025Q2: 7,183 shares; 2025Q3: 6,114 shares; 2025Q4: 6,173 shares; 2026Q1: 6,373 shares; 2026Q2: 6,308 shares 6,308 $1.39M 0.09% -65 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: 6,562 shares; 2024Q4: 6,714 shares; 2025Q1: 5,539 shares; 2025Q2: 5,224 shares; 2025Q3: 4,985 shares; 2025Q4: 5,355 shares; 2026Q1: 5,675 shares; 2026Q2: 10,816 shares 10,816 $1.39M 0.09% +5,141 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,835 shares; 2024Q4: 10,737 shares; 2025Q1: 8,237 shares; 2025Q2: 8,237 shares; 2025Q3: 8,037 shares; 2025Q4: 7,837 shares; 2026Q1: 7,837 shares; 2026Q2: 7,835 shares 7,835 $1.36M 0.08% -2 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: 27,508 shares; 2024Q4: 27,508 shares; 2025Q1: 27,508 shares; 2025Q2: 27,345 shares; 2025Q3: 27,345 shares; 2025Q4: 27,831 shares; 2026Q1: 27,831 shares; 2026Q2: 27,831 shares 27,831 $1.32M 0.08% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,128 shares; 2024Q4: 2,217 shares; 2025Q1: 2,111 shares; 2025Q2: 1,930 shares; 2025Q3: 1,924 shares; 2025Q4: 1,913 shares; 2026Q1: 1,903 shares; 2026Q2: 1,858 shares 1,858 $1.31M 0.08% -45 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,312 shares; 2025Q3: 6,312 shares; 2025Q4: 6,381 shares; 2026Q1: 6,381 shares; 2026Q2: 6,371 shares 6,371 $1.28M 0.08% -10 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: 2,965 shares; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 2,675 shares; 2026Q2: 10,100 shares 10,100 $1.25M 0.08% +7,425 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: 1,906 shares; 2024Q4: 1,906 shares; 2025Q1: 1,906 shares; 2025Q2: 2,434 shares; 2025Q3: 2,434 shares; 2025Q4: 2,744 shares; 2026Q1: 2,819 shares; 2026Q2: 4,404 shares 4,404 $1.24M 0.08% +1,585 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 989 shares; 2025Q4: 1,167 shares; 2026Q1: 1,699 shares; 2026Q2: 1,669 shares 1,669 $1.21M 0.07% -30 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.18M 0.07% 0 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: 14,367 shares; 2024Q4: 13,767 shares; 2025Q1: 13,667 shares; 2025Q2: 13,615 shares; 2025Q3: 13,591 shares; 2025Q4: 12,612 shares; 2026Q1: 11,712 shares; 2026Q2: 10,512 shares 10,512 $1.16M 0.07% -1,200 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: not reported; 2026Q2: 42,150 shares 42,150 $1.08M 0.07% new Timeline SPYG 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: 8,438 shares 8,438 $1M 0.06% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,926 shares; 2024Q4: 3,856 shares; 2025Q1: 3,856 shares; 2025Q2: 3,856 shares; 2025Q3: 3,736 shares; 2025Q4: 3,803 shares; 2026Q1: 3,753 shares; 2026Q2: 3,563 shares 3,563 $955K 0.06% -190 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: 30,654 shares; 2024Q4: 13,822 shares; 2025Q1: 12,221 shares; 2025Q2: 9,048 shares; 2025Q3: 8,310 shares; 2025Q4: 7,846 shares; 2026Q1: 7,694 shares; 2026Q2: 7,049 shares 7,049 $954K 0.06% -645 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: 2,846 shares; 2024Q4: 2,846 shares; 2025Q1: 2,846 shares; 2025Q2: 2,768 shares; 2025Q3: 2,794 shares; 2025Q4: 2,991 shares; 2026Q1: 3,061 shares; 2026Q2: 3,111 shares 3,111 $927K 0.06% +50 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,230 shares; 2024Q4: 7,230 shares; 2025Q1: 7,230 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,276 shares; 2026Q1: 7,276 shares; 2026Q2: 7,276 shares 7,276 $919K 0.06% 0 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: 1,671 shares; 2024Q4: 1,615 shares; 2025Q1: 1,615 shares; 2025Q2: 1,520 shares; 2025Q3: 1,512 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares; 2026Q2: 3,619 shares 3,619 $911K 0.06% +1,651 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,040 shares; 2024Q4: 60,613 shares; 2025Q1: 54,992 shares; 2025Q2: 46,836 shares; 2025Q3: 39,147 shares; 2025Q4: 21,120 shares; 2026Q1: 16,474 shares; 2026Q2: 13,146 shares 13,146 $885K 0.05% -3,328 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,386 shares; 2024Q4: 4,436 shares; 2025Q1: 3,861 shares; 2025Q2: 5,811 shares; 2025Q3: 5,811 shares; 2025Q4: 5,979 shares; 2026Q1: 5,768 shares; 2026Q2: 5,918 shares 5,918 $868K 0.05% +150 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: 18,885 shares; 2024Q4: 17,365 shares; 2025Q1: 18,594 shares; 2025Q2: 12,600 shares; 2025Q3: 10,047 shares; 2025Q4: 8,257 shares; 2026Q1: 7,167 shares; 2026Q2: 8,342 shares 8,342 $852K 0.05% +1,175 Timeline XHB 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: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,125 shares; 2025Q2: 7,130 shares; 2025Q3: 8,230 shares; 2025Q4: 8,178 shares; 2026Q1: 7,453 shares; 2026Q2: 7,003 shares 7,003 $809K 0.05% -450 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,571 shares; 2024Q4: 7,567 shares; 2025Q1: 3,997 shares; 2025Q2: 2,150 shares; 2025Q3: 1,984 shares; 2025Q4: 1,940 shares; 2026Q1: 1,887 shares; 2026Q2: 1,571 shares 1,571 $800K 0.05% -316 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,240 shares; 2025Q3: 10,240 shares; 2025Q4: 10,240 shares; 2026Q1: 9,990 shares; 2026Q2: 9,990 shares 9,990 $782K 0.05% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,713 shares; 2024Q4: 7,713 shares; 2025Q1: 7,713 shares; 2025Q2: 7,713 shares; 2025Q3: 7,713 shares; 2025Q4: 8,078 shares; 2026Q1: 8,078 shares; 2026Q2: 8,078 shares 8,078 $745K 0.05% 0 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: 526 shares; 2025Q3: 526 shares; 2025Q4: 529 shares; 2026Q1: 529 shares; 2026Q2: 628 shares 628 $738K 0.05% +99 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: 5,230 shares; 2026Q2: 5,250 shares 5,250 $733K 0.04% +20 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,970 shares 7,970 $731K 0.04% new 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: 3,642 shares; 2024Q4: 3,315 shares; 2025Q1: 2,727 shares; 2025Q2: 2,408 shares; 2025Q3: 2,408 shares; 2025Q4: 2,408 shares; 2026Q1: 2,408 shares; 2026Q2: 2,408 shares 2,408 $730K 0.04% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,510 shares; 2024Q4: 26,027 shares; 2025Q1: 24,379 shares; 2025Q2: 23,179 shares; 2025Q3: 23,329 shares; 2025Q4: 22,729 shares; 2026Q1: 22,729 shares; 2026Q2: 22,830 shares 22,830 $724K 0.04% +101 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,636 shares; 2024Q4: 5,602 shares; 2025Q1: 5,709 shares; 2025Q2: 5,747 shares; 2025Q3: 5,506 shares; 2025Q4: 3,259 shares; 2026Q1: 2,858 shares; 2026Q2: 2,609 shares 2,609 $691K 0.04% -249 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: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 3,927 shares; 2025Q2: 3,906 shares; 2025Q3: 3,906 shares; 2025Q4: 4,632 shares; 2026Q1: 4,682 shares; 2026Q2: 4,682 shares 4,682 $686K 0.04% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,404 shares; 2024Q4: 1,404 shares; 2025Q1: 1,404 shares; 2025Q2: 1,404 shares; 2025Q3: 1,404 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,492 shares 1,492 $684K 0.04% +100 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: 541 shares; 2024Q4: 541 shares; 2025Q1: 687 shares; 2025Q2: 587 shares; 2025Q3: 587 shares; 2025Q4: 654 shares; 2026Q1: 666 shares; 2026Q2: 666 shares 666 $674K 0.04% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,885 shares 6,885 $663K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,335 shares; 2025Q2: 1,424 shares; 2025Q3: 1,160 shares; 2025Q4: 1,569 shares; 2026Q1: 1,565 shares; 2026Q2: 1,769 shares 1,769 $661K 0.04% +204 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: 8,535 shares; 2024Q4: 8,535 shares; 2025Q1: 8,335 shares; 2025Q2: 8,335 shares; 2025Q3: 7,735 shares; 2025Q4: 7,245 shares; 2026Q1: 7,464 shares; 2026Q2: 6,764 shares 6,764 $653K 0.04% -700 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: 2,057 shares; 2024Q4: 2,057 shares; 2025Q1: 2,057 shares; 2025Q2: 1,908 shares; 2025Q3: 1,908 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares; 2026Q2: 7,632 shares 7,632 $615K 0.04% +5,724 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: 1,969 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares; 2026Q2: 1,652 shares 1,652 $611K 0.04% 0 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: 1,508 shares; 2024Q4: 1,503 shares; 2025Q1: 1,489 shares; 2025Q2: 1,483 shares; 2025Q3: 1,483 shares; 2025Q4: 1,564 shares; 2026Q1: 1,664 shares; 2026Q2: 1,688 shares 1,688 $611K 0.04% +24 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: 2,067 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares; 2026Q2: 1,920 shares 1,920 $610K 0.04% 0 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: 1,107 shares; 2024Q4: 1,107 shares; 2025Q1: 945 shares; 2025Q2: 975 shares; 2025Q3: 997 shares; 2025Q4: 1,146 shares; 2026Q1: 1,371 shares; 2026Q2: 1,396 shares 1,396 $595K 0.04% +25 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: 9,579 shares; 2024Q4: 7,782 shares; 2025Q1: 2,761 shares; 2025Q2: 1,538 shares; 2025Q3: 1,243 shares; 2025Q4: 1,251 shares; 2026Q1: 1,202 shares; 2026Q2: 1,111 shares 1,111 $566K 0.03% -91 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,009 shares; 2025Q4: 1,012 shares; 2026Q1: 1,009 shares; 2026Q2: 1,000 shares 1,000 $561K 0.03% -9 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,267 shares; 2024Q4: 11,267 shares; 2025Q1: 9,267 shares; 2025Q2: 5,800 shares; 2025Q3: 5,500 shares; 2025Q4: 5,527 shares; 2026Q1: 4,027 shares; 2026Q2: 3,013 shares 3,013 $556K 0.03% -1,014 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,169 shares; 2024Q4: 526 shares; 2025Q1: not reported; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 746 shares; 2026Q1: 931 shares; 2026Q2: 6,306 shares 6,306 $543K 0.03% +5,375 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,101 shares; 2024Q4: 3,314 shares; 2025Q1: 2,469 shares; 2025Q2: 1,286 shares; 2025Q3: 1,369 shares; 2025Q4: 1,665 shares; 2026Q1: 1,600 shares; 2026Q2: 1,460 shares 1,460 $543K 0.03% -140 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,125 shares; 2024Q4: 5,125 shares; 2025Q1: 5,125 shares; 2025Q2: 5,125 shares; 2025Q3: 5,125 shares; 2025Q4: 5,125 shares; 2026Q1: 5,125 shares; 2026Q2: 4,975 shares 4,975 $540K 0.03% -150 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: 2,054 shares; 2025Q4: 2,227 shares; 2026Q1: 2,227 shares; 2026Q2: 2,227 shares 2,227 $539K 0.03% 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: 550 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 560 shares; 2026Q2: 4,478 shares 4,478 $535K 0.03% +3,918 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares; 2025Q4: 5,851 shares; 2026Q1: 5,851 shares; 2026Q2: 5,851 shares 5,851 $518K 0.03% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 996 shares 996 $517K 0.03% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 91 shares; 2026Q1: 215 shares; 2026Q2: 2,885 shares 2,885 $514K 0.03% +2,670 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,831 shares; 2024Q4: 4,364 shares; 2025Q1: 5,252 shares; 2025Q2: 10,377 shares; 2025Q3: 10,341 shares; 2025Q4: 12,721 shares; 2026Q1: 5,891 shares; 2026Q2: 5,579 shares 5,579 $505K 0.03% -312 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 858 shares; 2024Q4: 858 shares; 2025Q1: 843 shares; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 930 shares; 2026Q1: 980 shares; 2026Q2: 980 shares 980 $481K 0.03% 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: 2,036 shares; 2025Q1: not reported; 2025Q2: 2,036 shares; 2025Q3: 2,067 shares; 2025Q4: 2,812 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares 2,785 $473K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,275 shares; 2024Q4: 5,275 shares; 2025Q1: 5,725 shares; 2025Q2: 5,725 shares; 2025Q3: 5,725 shares; 2025Q4: 6,168 shares; 2026Q1: 6,168 shares; 2026Q2: 5,779 shares 5,779 $470K 0.03% -389 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612 shares; 2024Q4: 1,612 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares; 2026Q2: 2,663 shares 2,663 $468K 0.03% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,623 shares; 2024Q4: 83,161 shares; 2025Q1: 83,285 shares; 2025Q2: 84,184 shares; 2025Q3: 87,262 shares; 2025Q4: 78,699 shares; 2026Q1: 34,296 shares; 2026Q2: 5,139 shares 5,139 $465K 0.03% -29,157 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 3,496 shares 3,496 $445K 0.03% 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: 1,743 shares; 2024Q4: 1,810 shares; 2025Q1: 1,810 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares; 2026Q2: 1,815 shares 1,815 $429K 0.03% +5 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,296 shares; 2025Q4: 2,436 shares; 2026Q1: 2,448 shares; 2026Q2: 2,242 shares 2,242 $427K 0.03% -206 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 1,300 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,344 shares; 2026Q1: 1,344 shares; 2026Q2: 1,344 shares 1,344 $423K 0.03% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 251 shares; 2025Q3: 248 shares; 2025Q4: 248 shares; 2026Q1: 248 shares; 2026Q2: 248 shares 248 $421K 0.03% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 12,519 shares; 2025Q3: 12,519 shares; 2025Q4: 13,135 shares; 2026Q1: 13,135 shares; 2026Q2: 13,135 shares 13,135 $420K 0.03% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,128 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares; 2026Q1: 4,128 shares; 2026Q2: 4,128 shares 4,128 $385K 0.02% 0 Timeline XSVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,331 shares 5,331 $371K 0.02% new 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: 2,450 shares; 2025Q2: 2,451 shares; 2025Q3: 1,751 shares; 2025Q4: 3,183 shares; 2026Q1: 3,223 shares; 2026Q2: 3,148 shares 3,148 $367K 0.02% -75 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 940 shares; 2024Q4: 940 shares; 2025Q1: 940 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 921 shares; 2026Q1: 921 shares; 2026Q2: 996 shares 996 $364K 0.02% +75 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,512 shares; 2026Q1: 3,512 shares; 2026Q2: 3,512 shares 3,512 $363K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,081 shares; 2025Q3: 10,035 shares; 2025Q4: 13,007 shares; 2026Q1: 11,676 shares; 2026Q2: 10,751 shares 10,751 $358K 0.02% -925 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,377 shares 2,377 $340K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,875 shares; 2024Q4: 2,875 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 2,875 shares; 2025Q4: 2,875 shares; 2026Q1: 2,875 shares; 2026Q2: 2,875 shares 2,875 $338K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,580 shares; 2024Q4: 5,580 shares; 2025Q1: 5,580 shares; 2025Q2: 5,580 shares; 2025Q3: 5,580 shares; 2025Q4: 6,220 shares; 2026Q1: 6,220 shares; 2026Q2: 6,220 shares 6,220 $337K 0.02% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 955 shares; 2024Q4: 1,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,126 shares; 2026Q2: 1,226 shares 1,226 $332K 0.02% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,048 shares 4,048 $329K 0.02% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,815 shares; 2024Q4: 9,815 shares; 2025Q1: 9,815 shares; 2025Q2: 8,150 shares; 2025Q3: 6,710 shares; 2025Q4: 6,710 shares; 2026Q1: 6,710 shares; 2026Q2: 6,360 shares 6,360 $326K 0.02% -350 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,070 shares 1,070 $323K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,767 shares; 2025Q2: 14,667 shares; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 2,091 shares; 2026Q2: 2,291 shares 2,291 $321K 0.02% +200 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,318 shares; 2025Q3: 4,318 shares; 2025Q4: 4,318 shares; 2026Q1: 4,318 shares; 2026Q2: 4,468 shares 4,468 $309K 0.02% +150 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,830 shares; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares; 2026Q1: 3,145 shares; 2026Q2: 3,145 shares 3,145 $303K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 308 shares; 2026Q1: 308 shares; 2026Q2: 308 shares 308 $301K 0.02% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,900 shares; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 10,900 shares; 2026Q1: 13,900 shares; 2026Q2: 13,400 shares 13,400 $298K 0.02% -500 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,589 shares; 2024Q4: 7,589 shares; 2025Q1: 7,589 shares; 2025Q2: 7,589 shares; 2025Q3: 7,589 shares; 2025Q4: not reported; 2026Q1: 7,589 shares; 2026Q2: 8,096 shares 8,096 $298K 0.02% +507 Timeline SHEL SHELL PLC More: the full row for SHELL PLC 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: 3,685 shares 3,685 $286K 0.02% new Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,240 shares; 2025Q3: 3,990 shares; 2025Q4: 3,990 shares; 2026Q1: 3,990 shares; 2026Q2: 3,990 shares 3,990 $281K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $280K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,319 shares; 2024Q4: 1,319 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 860 shares; 2025Q4: 281 shares; 2026Q1: 275 shares; 2026Q2: 266 shares 266 $277K 0.02% -9 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 1,488 shares; 2025Q1: 1,488 shares; 2025Q2: 1,488 shares; 2025Q3: 1,488 shares; 2025Q4: 1,648 shares; 2026Q1: not reported; 2026Q2: 1,476 shares 1,476 $273K 0.02% new 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: 3,015 shares; 2024Q4: 2,835 shares; 2025Q1: 2,835 shares; 2025Q2: 2,835 shares; 2025Q3: 2,635 shares; 2025Q4: 2,195 shares; 2026Q1: 2,195 shares; 2026Q2: 2,720 shares 2,720 $269K 0.02% +525 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,512 shares; 2025Q3: 4,512 shares; 2025Q4: 4,512 shares; 2026Q1: 4,512 shares; 2026Q2: 4,512 shares 4,512 $269K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,517 shares; 2025Q3: 3,517 shares; 2025Q4: 3,517 shares; 2026Q1: 3,517 shares; 2026Q2: 3,517 shares 3,517 $266K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,866 shares 2,866 $262K 0.02% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,377 shares; 2026Q2: 1,377 shares 1,377 $261K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: not reported; 2026Q1: 928 shares; 2026Q2: 1,090 shares 1,090 $261K 0.02% +162 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,347 shares 4,347 $259K 0.02% new Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,680 shares; 2024Q4: 41,930 shares; 2025Q1: 31,440 shares; 2025Q2: 31,440 shares; 2025Q3: 31,440 shares; 2025Q4: 11,440 shares; 2026Q1: 11,440 shares; 2026Q2: 11,440 shares 11,440 $258K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,045 shares; 2026Q2: 6,031 shares 6,031 $255K 0.02% +1,986 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,577 shares; 2025Q2: 9,577 shares; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $254K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,403 shares; 2026Q2: 2,867 shares 2,867 $252K 0.02% +464 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: 4,649 shares; 2024Q4: 4,486 shares; 2025Q1: 3,812 shares; 2025Q2: 3,637 shares; 2025Q3: 3,612 shares; 2025Q4: 3,262 shares; 2026Q1: 3,492 shares; 2026Q2: 3,063 shares 3,063 $252K 0.02% -429 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: not reported; 2026Q2: 844 shares 844 $251K 0.02% new Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,774 shares; 2024Q4: 6,774 shares; 2025Q1: 6,774 shares; 2025Q2: 6,774 shares; 2025Q3: 6,774 shares; 2025Q4: 6,774 shares; 2026Q1: 4,674 shares; 2026Q2: 4,474 shares 4,474 $250K 0.02% -200 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,630 shares 3,630 $248K 0.02% new Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,766 shares; 2024Q4: 14,766 shares; 2025Q1: 14,766 shares; 2025Q2: 14,766 shares; 2025Q3: 14,766 shares; 2025Q4: 14,766 shares; 2026Q1: 14,766 shares; 2026Q2: 14,766 shares 14,766 $245K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,340 shares; 2024Q4: 3,018 shares; 2025Q1: 1,114 shares; 2025Q2: 1,006 shares; 2025Q3: 928 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 874 shares 874 $241K 0.01% -96 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,947 shares; 2024Q4: 3,787 shares; 2025Q1: 3,696 shares; 2025Q2: 3,847 shares; 2025Q3: 3,482 shares; 2025Q4: 2,902 shares; 2026Q1: 2,902 shares; 2026Q2: 2,852 shares 2,852 $237K 0.01% -50 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $233K 0.01% 0 Timeline SCHB 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: 3,459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,056 shares; 2025Q4: 8,056 shares; 2026Q1: 8,056 shares; 2026Q2: 8,057 shares 8,057 $233K 0.01% +1 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,925 shares 3,925 $221K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,405 shares 1,405 $220K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 523 shares 523 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 63 shares 63 $201K 0.01% 0 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: 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 $198K 0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 45,500 shares; 2025Q4: 45,500 shares; 2026Q1: 47,500 shares; 2026Q2: 47,500 shares 47,500 $179K 0.01% 0 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I 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: 13,714 shares 13,714 $172K 0.01% new Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,848 shares 12,848 $141K 0.01% new Timeline PMO FRANKLIN MUN OPPORTUNITIES T More: the full row for FRANKLIN MUN OPPORTUNITIES T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,531 shares 11,531 $122K 0.01% new Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY 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: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,500 shares 10,500 $36.6K <0.01% 0 Timeline