VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351,359 shares; 2024Q4: 363,516 shares; 2025Q1: 370,195 shares; 2025Q2: 369,902 shares; 2025Q3: 374,142 shares; 2025Q4: 394,360 shares; 2026Q1: 483,527 shares; 2026Q2: 522,764 shares 522,764 $43.2M 8.81% +39,237 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: 331,987 shares; 2024Q4: 340,605 shares; 2025Q1: 339,650 shares; 2025Q2: 342,664 shares; 2025Q3: 343,316 shares; 2025Q4: 344,937 shares; 2026Q1: 338,979 shares; 2026Q2: 343,708 shares 343,708 $33.2M 6.77% +4,729 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279,066 shares; 2024Q4: 287,024 shares; 2025Q1: 298,214 shares; 2025Q2: 305,171 shares; 2025Q3: 305,030 shares; 2025Q4: 304,636 shares; 2026Q1: 276,560 shares; 2026Q2: 261,219 shares 261,219 $21.6M 4.41% -15,341 Timeline VOT 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: 55,623 shares; 2024Q4: 55,548 shares; 2025Q1: 53,664 shares; 2025Q2: 55,201 shares; 2025Q3: 54,479 shares; 2025Q4: 55,658 shares; 2026Q1: 60,378 shares; 2026Q2: 62,783 shares 62,783 $19.2M 3.92% +2,405 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,151 shares; 2024Q4: 260,256 shares; 2025Q1: 261,885 shares; 2025Q2: 269,680 shares; 2025Q3: 271,505 shares; 2025Q4: 278,243 shares; 2026Q1: 299,971 shares; 2026Q2: 317,689 shares 317,689 $18M 3.66% +17,718 Timeline MLPB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592,617 shares; 2024Q4: 602,713 shares; 2025Q1: 567,020 shares; 2025Q2: 577,672 shares; 2025Q3: 589,133 shares; 2025Q4: 607,567 shares; 2026Q1: 602,363 shares; 2026Q2: 598,326 shares 598,326 $17.2M 3.52% -4,037 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 911,614 shares; 2024Q4: 878,866 shares; 2025Q1: 982,824 shares; 2025Q2: 1,045,162 shares; 2025Q3: 1,069,434 shares; 2025Q4: 1,122,132 shares; 2026Q1: 1,109,809 shares; 2026Q2: 1,073,833 shares 1,073,833 $17.1M 3.48% -35,976 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,603 shares; 2024Q4: 177,547 shares; 2025Q1: 186,740 shares; 2025Q2: 190,847 shares; 2025Q3: 193,260 shares; 2025Q4: 200,128 shares; 2026Q1: 200,783 shares; 2026Q2: 205,098 shares 205,098 $13.8M 2.81% +4,315 Timeline VGIT 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: 85,808 shares; 2024Q4: 89,391 shares; 2025Q1: 97,603 shares; 2025Q2: 98,985 shares; 2025Q3: 100,622 shares; 2025Q4: 105,670 shares; 2026Q1: 175,114 shares; 2026Q2: 203,139 shares 203,139 $12M 2.44% +28,025 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: 36,002 shares; 2024Q4: 36,402 shares; 2025Q1: 37,643 shares; 2025Q2: 37,939 shares; 2025Q3: 37,767 shares; 2025Q4: 37,519 shares; 2026Q1: 39,308 shares; 2026Q2: 40,913 shares 40,913 $11.8M 2.42% +1,605 Timeline VBK 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: 33,817 shares; 2024Q4: 33,735 shares; 2025Q1: 33,093 shares; 2025Q2: 34,117 shares; 2025Q3: 34,216 shares; 2025Q4: 34,632 shares; 2026Q1: 32,604 shares; 2026Q2: 32,271 shares 32,271 $11.8M 2.41% -333 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: 47,806 shares; 2024Q4: 48,431 shares; 2025Q1: 49,532 shares; 2025Q2: 51,656 shares; 2025Q3: 51,981 shares; 2025Q4: 52,796 shares; 2026Q1: 52,080 shares; 2026Q2: 51,511 shares 51,511 $11.4M 2.32% -569 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: 212,767 shares; 2024Q4: 217,956 shares; 2025Q1: 223,945 shares; 2025Q2: 224,517 shares; 2025Q3: 227,942 shares; 2025Q4: 236,999 shares; 2026Q1: 155,180 shares; 2026Q2: 132,681 shares 132,681 $10.5M 2.14% -22,499 Timeline PRF 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: 158,050 shares; 2024Q4: 159,366 shares; 2025Q1: 155,393 shares; 2025Q2: 193,183 shares; 2025Q3: 193,384 shares; 2025Q4: 195,733 shares; 2026Q1: 170,961 shares; 2026Q2: 171,946 shares 171,946 $9.29M 1.9% +985 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: 88,851 shares; 2024Q4: 88,596 shares; 2025Q1: 79,414 shares; 2025Q2: 80,757 shares; 2025Q3: 80,395 shares; 2025Q4: 80,835 shares; 2026Q1: 76,261 shares; 2026Q2: 76,215 shares 76,215 $9.07M 1.85% -46 Timeline VMBS 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: 110,830 shares; 2024Q4: 114,918 shares; 2025Q1: 123,367 shares; 2025Q2: 124,797 shares; 2025Q3: 127,059 shares; 2025Q4: 130,578 shares; 2026Q1: 162,515 shares; 2026Q2: 175,588 shares 175,588 $8.22M 1.68% +13,073 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 156,742 shares; 2024Q4: 160,771 shares; 2025Q1: 167,344 shares; 2025Q2: 171,253 shares; 2025Q3: 173,120 shares; 2025Q4: 178,889 shares; 2026Q1: 188,760 shares; 2026Q2: 196,640 shares 196,640 $7.18M 1.47% +7,880 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: 20,231 shares; 2024Q4: 20,854 shares; 2025Q1: 20,921 shares; 2025Q2: 21,364 shares; 2025Q3: 21,273 shares; 2025Q4: 21,254 shares; 2026Q1: 19,385 shares; 2026Q2: 17,944 shares 17,944 $7.13M 1.45% -1,441 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: 8,258 shares; 2024Q4: 8,250 shares; 2025Q1: 7,589 shares; 2025Q2: 7,738 shares; 2025Q3: 7,665 shares; 2025Q4: 7,574 shares; 2026Q1: 7,617 shares; 2026Q2: 59,151 shares 59,151 $7.07M 1.44% +51,534 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,810 shares; 2024Q4: 324,214 shares; 2025Q1: 336,945 shares; 2025Q2: 343,418 shares; 2025Q3: 348,184 shares; 2025Q4: 360,575 shares; 2026Q1: 377,767 shares; 2026Q2: 390,957 shares 390,957 $6.99M 1.43% +13,190 Timeline VCLT 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: 66,926 shares; 2024Q4: 69,542 shares; 2025Q1: 74,484 shares; 2025Q2: 75,286 shares; 2025Q3: 76,480 shares; 2025Q4: 79,278 shares; 2026Q1: 85,409 shares; 2026Q2: 88,051 shares 88,051 $6.63M 1.35% +2,642 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: 21,327 shares; 2024Q4: 21,666 shares; 2025Q1: 21,166 shares; 2025Q2: 20,513 shares; 2025Q3: 21,036 shares; 2025Q4: 20,139 shares; 2026Q1: 19,567 shares; 2026Q2: 18,179 shares 18,179 $6.5M 1.33% -1,388 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: 15,083 shares; 2024Q4: 15,242 shares; 2025Q1: 15,390 shares; 2025Q2: 15,448 shares; 2025Q3: 15,314 shares; 2025Q4: 15,414 shares; 2026Q1: 16,711 shares; 2026Q2: 16,999 shares 16,999 $6.34M 1.29% +288 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: 47,268 shares; 2024Q4: 47,096 shares; 2025Q1: 44,668 shares; 2025Q2: 43,716 shares; 2025Q3: 45,466 shares; 2025Q4: 45,258 shares; 2026Q1: 48,635 shares; 2026Q2: 51,378 shares 51,378 $5.17M 1.06% +2,743 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,772 shares; 2024Q4: 16,748 shares; 2025Q1: 14,469 shares; 2025Q2: 13,815 shares; 2025Q3: 13,783 shares; 2025Q4: 13,838 shares; 2026Q1: 15,202 shares; 2026Q2: 15,540 shares 15,540 $5.09M 1.04% +338 Timeline VGSH 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: 108,160 shares; 2024Q4: 113,240 shares; 2025Q1: 122,440 shares; 2025Q2: 124,066 shares; 2025Q3: 126,127 shares; 2025Q4: 130,065 shares; 2026Q1: 96,221 shares; 2026Q2: 84,523 shares 84,523 $4.92M 1% -11,698 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: 580 shares; 2024Q4: 535 shares; 2025Q1: 3,168 shares; 2025Q2: 3,573 shares; 2025Q3: 3,497 shares; 2025Q4: 3,561 shares; 2026Q1: 3,661 shares; 2026Q2: 3,761 shares 3,761 $4.51M 0.92% +100 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: 8,174 shares; 2024Q4: 8,122 shares; 2025Q1: 6,725 shares; 2025Q2: 6,822 shares; 2025Q3: 6,771 shares; 2025Q4: 6,950 shares; 2026Q1: 7,485 shares; 2026Q2: 7,668 shares 7,668 $4.32M 0.88% +183 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: 5,085 shares; 2024Q4: 14,096 shares; 2025Q1: 15,419 shares; 2025Q2: 15,964 shares; 2025Q3: 15,494 shares; 2025Q4: 15,760 shares; 2026Q1: 16,845 shares; 2026Q2: 17,323 shares 17,323 $4.13M 0.84% +478 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: 24,880 shares; 2024Q4: 24,749 shares; 2025Q1: 23,714 shares; 2025Q2: 20,756 shares; 2025Q3: 20,143 shares; 2025Q4: 20,426 shares; 2026Q1: 20,120 shares; 2026Q2: 19,035 shares 19,035 $3.81M 0.78% -1,085 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: 19,221 shares; 2024Q4: 19,766 shares; 2025Q1: 20,220 shares; 2025Q2: 21,057 shares; 2025Q3: 21,181 shares; 2025Q4: 21,053 shares; 2026Q1: 20,141 shares; 2026Q2: 19,709 shares 19,709 $3.75M 0.76% -432 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: 905 shares; 2024Q4: 1,070 shares; 2025Q1: 12,060 shares; 2025Q2: 12,979 shares; 2025Q3: 13,116 shares; 2025Q4: 14,060 shares; 2026Q1: 18,600 shares; 2026Q2: 22,482 shares 22,482 $3.52M 0.72% +3,882 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: 18,144 shares; 2024Q4: 18,772 shares; 2025Q1: 19,377 shares; 2025Q2: 20,058 shares; 2025Q3: 20,289 shares; 2025Q4: 20,509 shares; 2026Q1: 20,658 shares; 2026Q2: 21,151 shares 21,151 $3.36M 0.68% +493 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: 5,718 shares; 2024Q4: 5,755 shares; 2025Q1: 5,517 shares; 2025Q2: 5,545 shares; 2025Q3: 5,509 shares; 2025Q4: 5,592 shares; 2026Q1: 6,133 shares; 2026Q2: 6,488 shares 6,488 $3.33M 0.68% +355 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,590 shares; 2024Q4: 33,525 shares; 2025Q1: 29,500 shares; 2025Q2: 29,768 shares; 2025Q3: 29,730 shares; 2025Q4: 30,208 shares; 2026Q1: 30,639 shares; 2026Q2: 30,976 shares 30,976 $3.32M 0.68% +337 Timeline XLY 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: 13,674 shares; 2024Q4: 13,745 shares; 2025Q1: 12,678 shares; 2025Q2: 12,919 shares; 2025Q3: 12,941 shares; 2025Q4: 26,220 shares; 2026Q1: 27,107 shares; 2026Q2: 27,391 shares 27,391 $3.21M 0.66% +284 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: 6,352 shares; 2024Q4: 6,347 shares; 2025Q1: 5,652 shares; 2025Q2: 5,653 shares; 2025Q3: 5,657 shares; 2025Q4: 5,623 shares; 2026Q1: 4,781 shares; 2026Q2: 4,316 shares 4,316 $3.11M 0.63% -465 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: 20,882 shares; 2024Q4: 21,273 shares; 2025Q1: 20,966 shares; 2025Q2: 21,026 shares; 2025Q3: 20,997 shares; 2025Q4: 20,845 shares; 2026Q1: 20,359 shares; 2026Q2: 20,233 shares 20,233 $3.07M 0.63% -126 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,084 shares; 2025Q3: 12,418 shares; 2025Q4: 13,500 shares; 2026Q1: 13,943 shares; 2026Q2: 14,390 shares 14,390 $3.05M 0.62% +447 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 58,146 shares; 2026Q1: 54,758 shares; 2026Q2: 54,031 shares 54,031 $2.87M 0.59% -727 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,590 shares; 2024Q4: 12,011 shares; 2025Q1: 12,083 shares; 2025Q2: 12,440 shares; 2025Q3: 13,546 shares; 2025Q4: 14,706 shares; 2026Q1: 18,343 shares; 2026Q2: 23,008 shares 23,008 $2.86M 0.58% +4,665 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: 4,282 shares; 2024Q4: 4,226 shares; 2025Q1: 3,733 shares; 2025Q2: 3,737 shares; 2025Q3: 2,971 shares; 2025Q4: 2,330 shares; 2026Q1: 2,334 shares; 2026Q2: 28,005 shares 28,005 $2.86M 0.58% +25,671 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,437 shares; 2024Q4: 6,505 shares; 2025Q1: 6,549 shares; 2025Q2: 6,716 shares; 2025Q3: 6,735 shares; 2025Q4: 6,950 shares; 2026Q1: 7,445 shares; 2026Q2: 7,884 shares 7,884 $2.78M 0.57% +439 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,546 shares; 2025Q1: 2,379 shares; 2025Q2: 2,434 shares; 2025Q3: 2,415 shares; 2025Q4: 2,475 shares; 2026Q1: 2,708 shares; 2026Q2: 2,841 shares 2,841 $2.73M 0.56% +133 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,887 shares; 2024Q4: 11,081 shares; 2025Q1: 10,794 shares; 2025Q2: 10,804 shares; 2025Q3: 10,838 shares; 2025Q4: 10,864 shares; 2026Q1: 11,051 shares; 2026Q2: 10,976 shares 10,976 $2.66M 0.54% -75 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: 2,549 shares; 2024Q4: 2,571 shares; 2025Q1: 2,419 shares; 2025Q2: 2,450 shares; 2025Q3: 2,455 shares; 2025Q4: 2,556 shares; 2026Q1: 2,651 shares; 2026Q2: 2,765 shares 2,765 $2.59M 0.53% +114 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: 18,211 shares; 2024Q4: 17,933 shares; 2025Q1: 15,449 shares; 2025Q2: 15,903 shares; 2025Q3: 15,892 shares; 2025Q4: 16,359 shares; 2026Q1: 20,865 shares; 2026Q2: 21,842 shares 21,842 $2.57M 0.52% +977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 3,071 shares; 2025Q4: 3,225 shares; 2026Q1: 3,114 shares; 2026Q2: 3,377 shares 3,377 $2.55M 0.52% +263 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: 3,611 shares; 2024Q4: 3,864 shares; 2025Q1: 3,815 shares; 2025Q2: 3,814 shares; 2025Q3: 3,843 shares; 2025Q4: 3,910 shares; 2026Q1: 3,842 shares; 2026Q2: 3,812 shares 3,812 $2.42M 0.49% -30 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,902 shares; 2024Q4: 13,255 shares; 2025Q1: 13,634 shares; 2025Q2: 14,141 shares; 2025Q3: 14,172 shares; 2025Q4: 14,459 shares; 2026Q1: 13,725 shares; 2026Q2: 13,302 shares 13,302 $2.25M 0.46% -423 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: 5,113 shares; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 23,446 shares; 2025Q3: 23,965 shares; 2025Q4: 24,835 shares; 2026Q1: 26,298 shares; 2026Q2: 27,241 shares 27,241 $2.21M 0.45% +943 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: 12,120 shares; 2024Q4: 12,263 shares; 2025Q1: 11,900 shares; 2025Q2: 12,008 shares; 2025Q3: 12,010 shares; 2025Q4: 12,162 shares; 2026Q1: 11,941 shares; 2026Q2: 11,818 shares 11,818 $2.19M 0.45% -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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,151 shares; 2025Q3: 9,262 shares; 2025Q4: 10,328 shares; 2026Q1: 11,505 shares; 2026Q2: 12,921 shares 12,921 $2.17M 0.44% +1,416 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: 3,784 shares; 2024Q4: 3,997 shares; 2025Q1: 11,609 shares; 2025Q2: 12,014 shares; 2025Q3: 12,179 shares; 2025Q4: 12,644 shares; 2026Q1: 13,708 shares; 2026Q2: 14,602 shares 14,602 $2.14M 0.44% +894 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: 17,395 shares; 2024Q4: 17,800 shares; 2025Q1: 18,696 shares; 2025Q2: 19,113 shares; 2025Q3: 19,303 shares; 2025Q4: 39,819 shares; 2026Q1: 39,467 shares; 2026Q2: 38,996 shares 38,996 $2.07M 0.42% -471 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,011 shares; 2024Q4: 12,354 shares; 2025Q1: 12,930 shares; 2025Q2: 13,360 shares; 2025Q3: 13,640 shares; 2025Q4: 14,464 shares; 2026Q1: 15,253 shares; 2026Q2: 15,337 shares 15,337 $1.99M 0.41% +84 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: 2,156 shares; 2024Q4: 2,163 shares; 2025Q1: 2,168 shares; 2025Q2: 2,174 shares; 2025Q3: 2,179 shares; 2025Q4: 1,842 shares; 2026Q1: 1,844 shares; 2026Q2: 1,847 shares 1,847 $1.97M 0.4% +3 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: 3,256 shares; 2024Q4: 3,237 shares; 2025Q1: 4,951 shares; 2025Q2: 4,961 shares; 2025Q3: 4,961 shares; 2025Q4: 4,980 shares; 2026Q1: 5,936 shares; 2026Q2: 5,383 shares 5,383 $1.9M 0.39% -553 Timeline FLXS FLEXSTEEL INDS INC More: the full row for FLEXSTEEL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,660 shares; 2024Q4: 31,660 shares; 2025Q1: 32,048 shares; 2025Q2: 32,641 shares; 2025Q3: 33,936 shares; 2025Q4: 34,525 shares; 2026Q1: 34,125 shares; 2026Q2: 25,525 shares 25,525 $1.9M 0.39% -8,600 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: 6,056 shares; 2024Q4: 6,168 shares; 2025Q1: 6,353 shares; 2025Q2: 6,341 shares; 2025Q3: 6,433 shares; 2025Q4: 6,577 shares; 2026Q1: 6,793 shares; 2026Q2: 6,873 shares 6,873 $1.87M 0.38% +80 Timeline VDC 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: 7,113 shares; 2024Q4: 7,243 shares; 2025Q1: 7,380 shares; 2025Q2: 7,532 shares; 2025Q3: 7,623 shares; 2025Q4: 7,820 shares; 2026Q1: 8,022 shares; 2026Q2: 8,213 shares 8,213 $1.85M 0.38% +191 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: 1,930 shares; 2024Q4: 2,930 shares; 2025Q1: 3,243 shares; 2025Q2: 3,744 shares; 2025Q3: 3,745 shares; 2025Q4: 3,760 shares; 2026Q1: 5,261 shares; 2026Q2: 4,817 shares 4,817 $1.82M 0.37% -444 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: 13,597 shares; 2024Q4: 13,632 shares; 2025Q1: 13,675 shares; 2025Q2: 13,827 shares; 2025Q3: 12,447 shares; 2025Q4: 12,643 shares; 2026Q1: 12,701 shares; 2026Q2: 12,411 shares 12,411 $1.82M 0.37% -290 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,565 shares; 2025Q1: 15,845 shares; 2025Q2: 16,441 shares; 2025Q3: 16,707 shares; 2025Q4: 17,358 shares; 2026Q1: 17,437 shares; 2026Q2: 17,374 shares 17,374 $1.81M 0.37% -63 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: 19,671 shares; 2024Q4: 20,018 shares; 2025Q1: 20,437 shares; 2025Q2: 20,792 shares; 2025Q3: 20,976 shares; 2025Q4: 21,101 shares; 2026Q1: 20,539 shares; 2026Q2: 20,397 shares 20,397 $1.79M 0.37% -142 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: 6,996 shares; 2024Q4: 7,575 shares; 2025Q1: 7,519 shares; 2025Q2: 7,417 shares; 2025Q3: 7,385 shares; 2025Q4: 7,425 shares; 2026Q1: 7,329 shares; 2026Q2: 7,213 shares 7,213 $1.78M 0.36% -116 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: 2,937 shares; 2025Q3: 3,004 shares; 2025Q4: 3,234 shares; 2026Q1: 3,288 shares; 2026Q2: 3,285 shares 3,285 $1.7M 0.35% -3 Timeline VGLT 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: 22,451 shares; 2024Q4: 23,108 shares; 2025Q1: 25,329 shares; 2025Q2: 25,712 shares; 2025Q3: 26,090 shares; 2025Q4: 26,995 shares; 2026Q1: 29,360 shares; 2026Q2: 30,475 shares 30,475 $1.68M 0.34% +1,115 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,603 shares; 2025Q1: 5,403 shares; 2025Q2: 5,577 shares; 2025Q3: 5,638 shares; 2025Q4: 5,801 shares; 2026Q1: 5,595 shares; 2026Q2: 5,545 shares 5,545 $1.64M 0.33% -50 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: 17,893 shares; 2024Q4: 17,896 shares; 2025Q1: 17,896 shares; 2025Q2: 17,896 shares; 2025Q3: 17,896 shares; 2025Q4: 17,895 shares; 2026Q1: 17,895 shares; 2026Q2: 14,946 shares 14,946 $1.61M 0.33% -2,949 Timeline IGLD 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: 66,112 shares; 2024Q4: 67,958 shares; 2025Q1: 73,823 shares; 2025Q2: 74,966 shares; 2025Q3: 75,713 shares; 2025Q4: 76,052 shares; 2026Q1: 73,773 shares; 2026Q2: 76,289 shares 76,289 $1.61M 0.33% +2,516 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,575 shares; 2024Q4: 12,540 shares; 2025Q1: 16,182 shares; 2025Q2: 21,398 shares; 2025Q3: 23,945 shares; 2025Q4: 27,860 shares; 2026Q1: 30,521 shares; 2026Q2: 30,521 shares 30,521 $1.55M 0.32% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,989 shares; 2025Q2: 9,778 shares; 2025Q3: 9,859 shares; 2025Q4: 10,190 shares; 2026Q1: 10,599 shares; 2026Q2: 11,053 shares 11,053 $1.51M 0.31% +454 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: 2,650 shares; 2024Q4: 2,720 shares; 2025Q1: 2,956 shares; 2025Q2: 3,018 shares; 2025Q3: 3,007 shares; 2025Q4: 3,043 shares; 2026Q1: 2,846 shares; 2026Q2: 2,926 shares 2,926 $1.49M 0.3% +80 Timeline BIL 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: 11,288 shares; 2024Q4: 11,288 shares; 2025Q1: 13,915 shares; 2025Q2: 9,353 shares; 2025Q3: not reported; 2025Q4: 4,730 shares; 2026Q1: 14,568 shares; 2026Q2: 16,219 shares 16,219 $1.49M 0.3% +1,651 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,210 shares; 2024Q4: 1,143 shares; 2025Q1: 1,117 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,068 shares; 2026Q1: 1,999 shares; 2026Q2: 1,915 shares 1,915 $1.43M 0.29% -84 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: 1,176 shares; 2024Q4: 1,194 shares; 2025Q1: 1,214 shares; 2025Q2: 1,237 shares; 2025Q3: 1,259 shares; 2025Q4: 1,321 shares; 2026Q1: 1,356 shares; 2026Q2: 1,353 shares 1,353 $1.41M 0.29% -3 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: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,714 shares; 2025Q2: 2,756 shares; 2025Q3: 2,733 shares; 2025Q4: 2,733 shares; 2026Q1: 2,709 shares; 2026Q2: 15,846 shares 15,846 $1.36M 0.28% +13,137 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: 1,866 shares; 2024Q4: 1,870 shares; 2025Q1: 1,906 shares; 2025Q2: 1,946 shares; 2025Q3: 1,964 shares; 2025Q4: 1,768 shares; 2026Q1: 1,785 shares; 2026Q2: 1,777 shares 1,777 $1.33M 0.27% -8 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,332 shares; 2024Q4: 5,488 shares; 2025Q1: 5,876 shares; 2025Q2: 5,924 shares; 2025Q3: 6,012 shares; 2025Q4: 6,241 shares; 2026Q1: 6,745 shares; 2026Q2: 7,053 shares 7,053 $1.15M 0.24% +308 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,605 shares; 2026Q1: 6,474 shares; 2026Q2: 6,260 shares 6,260 $1.06M 0.22% -214 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,837 shares; 2024Q4: 7,686 shares; 2025Q1: 9,842 shares; 2025Q2: 12,845 shares; 2025Q3: 14,146 shares; 2025Q4: 16,708 shares; 2026Q1: 16,708 shares; 2026Q2: 20,326 shares 20,326 $1.04M 0.21% +3,618 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,261 shares; 2026Q1: 4,261 shares; 2026Q2: 4,261 shares 4,261 $1.04M 0.21% 0 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: 615 shares; 2024Q4: 1,236 shares; 2025Q1: 1,314 shares; 2025Q2: 1,383 shares; 2025Q3: 1,396 shares; 2025Q4: 1,523 shares; 2026Q1: 2,786 shares; 2026Q2: 2,847 shares 2,847 $971K 0.2% +61 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 2,383 shares; 2026Q1: 2,383 shares; 2026Q2: 4,178 shares 4,178 $948K 0.19% +1,795 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,321 shares; 2024Q4: 18,623 shares; 2025Q1: 19,307 shares; 2025Q2: 18,013 shares; 2025Q3: 18,273 shares; 2025Q4: 17,198 shares; 2026Q1: 16,288 shares; 2026Q2: 15,366 shares 15,366 $868K 0.18% -922 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: 6,606 shares; 2024Q4: 6,606 shares; 2025Q1: 6,383 shares; 2025Q2: 6,624 shares; 2025Q3: 6,463 shares; 2025Q4: 6,443 shares; 2026Q1: 6,615 shares; 2026Q2: 6,156 shares 6,156 $842K 0.17% -459 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: 2,028 shares; 2024Q4: 2,031 shares; 2025Q1: 2,035 shares; 2025Q2: 1,105 shares; 2025Q3: 1,108 shares; 2025Q4: 1,111 shares; 2026Q1: 1,114 shares; 2026Q2: 1,187 shares 1,187 $835K 0.17% +73 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,190 shares; 2024Q4: 7,479 shares; 2025Q1: 8,339 shares; 2025Q2: 7,130 shares; 2025Q3: 7,051 shares; 2025Q4: 7,682 shares; 2026Q1: 8,082 shares; 2026Q2: 8,454 shares 8,454 $825K 0.17% +372 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 977 shares; 2026Q2: 1,011 shares 1,011 $731K 0.15% +34 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: 8,567 shares; 2024Q4: 8,931 shares; 2025Q1: 9,035 shares; 2025Q2: 9,213 shares; 2025Q3: 12,213 shares; 2025Q4: 9,795 shares; 2026Q1: 9,096 shares; 2026Q2: 9,551 shares 9,551 $701K 0.14% +455 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,420 shares; 2024Q4: 25,943 shares; 2025Q1: 23,297 shares; 2025Q2: 22,073 shares; 2025Q3: 22,067 shares; 2025Q4: 22,357 shares; 2026Q1: 19,554 shares; 2026Q2: 20,290 shares 20,290 $679K 0.14% +736 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,603 shares; 2024Q4: 1,596 shares; 2025Q1: 1,702 shares; 2025Q2: 2,185 shares; 2025Q3: 2,233 shares; 2025Q4: 2,247 shares; 2026Q1: 2,454 shares; 2026Q2: 2,618 shares 2,618 $650K 0.13% +164 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: 4,610 shares; 2026Q1: 4,610 shares; 2026Q2: 4,610 shares 4,610 $644K 0.13% 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: 1,837 shares; 2025Q3: 1,837 shares; 2025Q4: 1,837 shares; 2026Q1: 1,837 shares; 2026Q2: 7,348 shares 7,348 $592K 0.12% +5,511 Timeline HEDJ 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: 10,020 shares; 2026Q1: 10,232 shares; 2026Q2: 10,232 shares 10,232 $583K 0.12% 0 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: 6,016 shares; 2024Q4: 6,016 shares; 2025Q1: 5,914 shares; 2025Q2: 5,914 shares; 2025Q3: 5,786 shares; 2025Q4: 5,786 shares; 2026Q1: 5,525 shares; 2026Q2: 5,259 shares 5,259 $546K 0.11% -266 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: 11,340 shares; 2024Q4: 11,340 shares; 2025Q1: 11,340 shares; 2025Q2: 11,340 shares; 2025Q3: 11,340 shares; 2025Q4: 11,340 shares; 2026Q1: 11,340 shares; 2026Q2: 11,340 shares 11,340 $539K 0.11% 0 Timeline KNG 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: 8,418 shares; 2024Q4: 8,647 shares; 2025Q1: 9,664 shares; 2025Q2: 10,353 shares; 2025Q3: 10,764 shares; 2025Q4: 10,034 shares; 2026Q1: 10,192 shares; 2026Q2: 10,454 shares 10,454 $528K 0.11% +262 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,080 shares; 2025Q4: 1,169 shares; 2026Q1: 1,242 shares; 2026Q2: 1,382 shares 1,382 $516K 0.11% +140 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,123 shares; 2024Q4: 18,427 shares; 2025Q1: 16,447 shares; 2025Q2: 16,152 shares; 2025Q3: 16,155 shares; 2025Q4: 16,160 shares; 2026Q1: 16,163 shares; 2026Q2: 16,167 shares 16,167 $485K 0.1% +4 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: 4,894 shares; 2024Q4: 4,894 shares; 2025Q1: 4,924 shares; 2025Q2: 4,924 shares; 2025Q3: 4,924 shares; 2025Q4: 4,924 shares; 2026Q1: 4,967 shares; 2026Q2: 4,967 shares 4,967 $478K 0.1% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,071 shares; 2024Q4: 11,325 shares; 2025Q1: 11,213 shares; 2025Q2: 9,786 shares; 2025Q3: 9,449 shares; 2025Q4: 9,217 shares; 2026Q1: 8,395 shares; 2026Q2: 7,112 shares 7,112 $437K 0.09% -1,283 Timeline FSTR FOSTER L B CO More: the full row for FOSTER L B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,593 shares; 2025Q1: not reported; 2025Q2: 9,593 shares; 2025Q3: 9,593 shares; 2025Q4: 9,593 shares; 2026Q1: 9,593 shares; 2026Q2: 9,593 shares 9,593 $433K 0.09% 0 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: 1,459 shares; 2024Q4: 1,626 shares; 2025Q1: 1,636 shares; 2025Q2: 1,647 shares; 2025Q3: 1,657 shares; 2025Q4: 1,666 shares; 2026Q1: 1,673 shares; 2026Q2: 1,681 shares 1,681 $427K 0.09% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $418K 0.09% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 279 shares; 2024Q4: 284 shares; 2025Q1: 320 shares; 2025Q2: 331 shares; 2025Q3: 334 shares; 2025Q4: 377 shares; 2026Q1: 345 shares; 2026Q2: 366 shares 366 $415K 0.08% +21 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: not reported; 2026Q1: not reported; 2026Q2: 350 shares 350 $411K 0.08% new 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: 1,993 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 1,993 shares; 2025Q3: 1,993 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $400K 0.08% 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: 680 shares 680 $395K 0.08% new 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: 3,467 shares; 2024Q4: 3,467 shares; 2025Q1: 3,467 shares; 2025Q2: 3,467 shares; 2025Q3: 3,386 shares; 2025Q4: 3,404 shares; 2026Q1: 3,404 shares; 2026Q2: 3,404 shares 3,404 $386K 0.08% 0 Timeline SPMD 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: 9,004 shares; 2024Q4: 9,272 shares; 2025Q1: 7,109 shares; 2025Q2: 6,556 shares; 2025Q3: 6,689 shares; 2025Q4: 6,586 shares; 2026Q1: 5,714 shares; 2026Q2: 5,678 shares 5,678 $384K 0.08% -36 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: 1,947 shares; 2024Q4: 1,947 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 1,898 shares; 2025Q4: 1,898 shares; 2026Q1: 1,898 shares; 2026Q2: 1,757 shares 1,757 $383K 0.08% -141 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: not reported; 2024Q4: 671 shares; 2025Q1: 772 shares; 2025Q2: 866 shares; 2025Q3: 883 shares; 2025Q4: 969 shares; 2026Q1: 1,025 shares; 2026Q2: 1,106 shares 1,106 $379K 0.08% +81 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: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,025 shares 1,025 $371K 0.08% 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: 6,946 shares; 2024Q4: 6,945 shares; 2025Q1: 6,945 shares; 2025Q2: 6,692 shares; 2025Q3: 6,494 shares; 2025Q4: 7,887 shares; 2026Q1: 7,887 shares; 2026Q2: 8,665 shares 8,665 $367K 0.07% +778 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: 4,877 shares; 2024Q4: 4,877 shares; 2025Q1: 4,877 shares; 2025Q2: 4,877 shares; 2025Q3: 4,877 shares; 2025Q4: 4,877 shares; 2026Q1: 4,877 shares; 2026Q2: 4,858 shares 4,858 $332K 0.07% -19 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 5,737 shares; 2026Q2: 7,857 shares 7,857 $330K 0.07% +2,120 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 913 shares; 2026Q2: 794 shares 794 $313K 0.06% -119 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,273 shares; 2025Q1: 24,214 shares; 2025Q2: 16,047 shares; 2025Q3: 14,153 shares; 2025Q4: 12,388 shares; 2026Q1: 10,392 shares; 2026Q2: 9,886 shares 9,886 $300K 0.06% -506 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $300K 0.06% 0 Timeline SPYV 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: 31,118 shares; 2024Q4: 31,150 shares; 2025Q1: 31,167 shares; 2025Q2: 4,794 shares; 2025Q3: 4,816 shares; 2025Q4: 4,843 shares; 2026Q1: 4,857 shares; 2026Q2: 4,875 shares 4,875 $296K 0.06% +18 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,924 shares 2,924 $293K 0.06% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,810 shares; 2025Q1: 2,813 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,390 shares; 2026Q1: 2,390 shares; 2026Q2: 2,390 shares 2,390 $290K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 907 shares; 2025Q4: 1,056 shares; 2026Q1: 1,123 shares; 2026Q2: 1,291 shares 1,291 $288K 0.06% +168 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 805 shares 805 $285K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 563 shares; 2026Q2: 563 shares 563 $282K 0.06% 0 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: 5,747 shares; 2024Q4: 5,773 shares; 2025Q1: 5,288 shares; 2025Q2: 5,262 shares; 2025Q3: 5,252 shares; 2025Q4: 5,252 shares; 2026Q1: 5,252 shares; 2026Q2: 5,252 shares 5,252 $282K 0.06% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,486 shares; 2025Q4: 2,486 shares; 2026Q1: not reported; 2026Q2: 1,810 shares 1,810 $278K 0.06% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,936 shares; 2025Q4: 2,200 shares; 2026Q1: 2,577 shares; 2026Q2: 2,577 shares 2,577 $277K 0.06% 0 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,567 shares; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $277K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,098 shares 4,098 $276K 0.06% new Timeline SUB 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: 2,566 shares 2,566 $273K 0.06% new Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,672 shares; 2026Q1: 10,672 shares; 2026Q2: 10,672 shares 10,672 $272K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,156 shares; 2025Q4: 2,469 shares; 2026Q1: 3,086 shares; 2026Q2: 3,724 shares 3,724 $269K 0.05% +638 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 1,726 shares 1,726 $267K 0.05% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,505 shares; 2026Q1: 4,505 shares; 2026Q2: 5,286 shares 5,286 $263K 0.05% +781 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,581 shares; 2024Q4: 5,427 shares; 2025Q1: 5,433 shares; 2025Q2: 5,439 shares; 2025Q3: 5,445 shares; 2025Q4: 5,451 shares; 2026Q1: 5,457 shares; 2026Q2: 5,463 shares 5,463 $255K 0.05% +6 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 516 shares; 2026Q2: 623 shares 623 $254K 0.05% +107 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,494 shares 3,494 $245K 0.05% new 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: 429 shares; 2024Q4: 438 shares; 2025Q1: not reported; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 331 shares; 2026Q1: not reported; 2026Q2: 331 shares 331 $244K 0.05% new Timeline SPSM 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: 7,334 shares; 2024Q4: 7,497 shares; 2025Q1: 8,019 shares; 2025Q2: not reported; 2025Q3: 4,494 shares; 2025Q4: 4,434 shares; 2026Q1: 4,329 shares; 2026Q2: 4,201 shares 4,201 $242K 0.05% -128 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 268 shares; 2025Q1: 271 shares; 2025Q2: 383 shares; 2025Q3: 491 shares; 2025Q4: 5,257 shares; 2026Q1: 4,310 shares; 2026Q2: 3,310 shares 3,310 $236K 0.05% -1,000 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,644 shares; 2024Q4: 13,873 shares; 2025Q1: 11,984 shares; 2025Q2: 11,755 shares; 2025Q3: 11,230 shares; 2025Q4: 10,143 shares; 2026Q1: 9,615 shares; 2026Q2: 9,615 shares 9,615 $234K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 547 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 547 shares 547 $233K 0.05% new Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,013 shares; 2026Q2: 3,013 shares 3,013 $233K 0.05% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 192 shares 192 $222K 0.05% new 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: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,188 shares; 2026Q1: 2,188 shares; 2026Q2: 1,939 shares 1,939 $214K 0.04% -249 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO 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: 2,014 shares; 2026Q2: 2,014 shares 2,014 $212K 0.04% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $212K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $211K 0.04% 0 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: 1,607 shares; 2024Q4: 1,613 shares; 2025Q1: 1,482 shares; 2025Q2: 1,488 shares; 2025Q3: 1,493 shares; 2025Q4: 1,499 shares; 2026Q1: not reported; 2026Q2: 1,371 shares 1,371 $209K 0.04% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430 shares 430 $205K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 205 shares; 2025Q3: 681 shares; 2025Q4: 3,355 shares; 2026Q1: 2,231 shares; 2026Q2: 2,068 shares 2,068 $205K 0.04% -163 Timeline FTNJ PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,753 shares 22,753 $201K 0.04% new Timeline TRLV TRULIEVE CANNABIS CORP More: the full row for TRULIEVE CANNABIS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $98.3K 0.02% new Timeline