BIV 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: 138,538 shares; 2024Q4: 137,681 shares; 2025Q1: 177,208 shares; 2025Q2: 180,456 shares; 2025Q3: 191,459 shares; 2025Q4: 202,325 shares; 2026Q1: 219,502 shares; 2026Q2: 250,000 shares 250,000 $19.2M 6.53% +30,498 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 213,844 shares; 2024Q4: 220,540 shares; 2025Q1: 233,089 shares; 2025Q2: 246,558 shares; 2025Q3: 266,775 shares; 2025Q4: 276,992 shares; 2026Q1: 294,723 shares; 2026Q2: 317,950 shares 317,950 $15.8M 5.36% +23,227 Timeline SCHX 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: 124,851 shares; 2024Q4: 381,374 shares; 2025Q1: 384,938 shares; 2025Q2: 399,692 shares; 2025Q3: 395,779 shares; 2025Q4: 398,945 shares; 2026Q1: 405,467 shares; 2026Q2: 402,297 shares 402,297 $11.8M 4.03% -3,170 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,409 shares; 2024Q4: 310,411 shares; 2025Q1: 312,953 shares; 2025Q2: 324,115 shares; 2025Q3: 318,021 shares; 2025Q4: 324,776 shares; 2026Q1: 320,196 shares; 2026Q2: 341,586 shares 341,586 $11.6M 3.94% +21,390 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,333 shares; 2024Q4: 97,403 shares; 2025Q1: 99,842 shares; 2025Q2: 111,891 shares; 2025Q3: 109,157 shares; 2025Q4: 111,540 shares; 2026Q1: 117,076 shares; 2026Q2: 119,649 shares 119,649 $11.4M 3.9% +2,573 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: 90,523 shares; 2024Q4: 276,316 shares; 2025Q1: 284,772 shares; 2025Q2: 302,698 shares; 2025Q3: 310,720 shares; 2025Q4: 325,460 shares; 2026Q1: 338,741 shares; 2026Q2: 358,869 shares 358,869 $11.4M 3.87% +20,128 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: 58,217 shares; 2024Q4: 54,879 shares; 2025Q1: 56,687 shares; 2025Q2: 87,407 shares; 2025Q3: 105,223 shares; 2025Q4: 112,345 shares; 2026Q1: 124,132 shares; 2026Q2: 138,014 shares 138,014 $11.3M 3.86% +13,882 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: 101,763 shares; 2024Q4: 104,814 shares; 2025Q1: 113,250 shares; 2025Q2: 130,289 shares; 2025Q3: 137,033 shares; 2025Q4: 149,423 shares; 2026Q1: 167,529 shares; 2026Q2: 188,376 shares 188,376 $10.6M 3.62% +20,847 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: 133,882 shares; 2024Q4: 140,531 shares; 2025Q1: 139,438 shares; 2025Q2: 112,359 shares; 2025Q3: 120,378 shares; 2025Q4: 122,956 shares; 2026Q1: 121,730 shares; 2026Q2: 131,576 shares 131,576 $9.94M 3.38% +9,846 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,322 shares; 2025Q2: 82,636 shares; 2025Q3: 85,225 shares; 2025Q4: 94,481 shares; 2026Q1: 101,123 shares; 2026Q2: 118,728 shares 118,728 $9.78M 3.33% +17,605 Timeline JQUA 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: 126,664 shares; 2024Q4: 128,193 shares; 2025Q1: 129,500 shares; 2025Q2: 131,806 shares; 2025Q3: 129,290 shares; 2025Q4: 133,284 shares; 2026Q1: 135,353 shares; 2026Q2: 133,585 shares 133,585 $9.66M 3.29% -1,768 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,332 shares; 2024Q4: 79,404 shares; 2025Q1: 83,021 shares; 2025Q2: 86,735 shares; 2025Q3: 88,880 shares; 2025Q4: 90,990 shares; 2026Q1: 95,511 shares; 2026Q2: 98,981 shares 98,981 $8.81M 3% +3,470 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,481 shares; 2024Q4: 122,665 shares; 2025Q1: 128,387 shares; 2025Q2: 143,878 shares; 2025Q3: 147,140 shares; 2025Q4: 183,757 shares; 2026Q1: 194,560 shares; 2026Q2: 203,869 shares 203,869 $8.2M 2.79% +9,309 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,660 shares; 2024Q4: 16,009 shares; 2025Q1: 60,380 shares; 2025Q2: 56,899 shares; 2025Q3: 68,350 shares; 2025Q4: 95,921 shares; 2026Q1: 131,677 shares; 2026Q2: 130,193 shares 130,193 $6.57M 2.24% -1,484 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,305 shares; 2024Q4: 40,511 shares; 2025Q1: 40,247 shares; 2025Q2: 39,490 shares; 2025Q3: 39,053 shares; 2025Q4: 38,913 shares; 2026Q1: 38,813 shares; 2026Q2: 37,805 shares 37,805 $6.21M 2.11% -1,008 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: 55,926 shares; 2024Q4: 171,517 shares; 2025Q1: 180,062 shares; 2025Q2: 186,982 shares; 2025Q3: 183,417 shares; 2025Q4: 186,252 shares; 2026Q1: 203,364 shares; 2026Q2: 208,878 shares 208,878 $6.05M 2.06% +5,514 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,472 shares; 2024Q4: 55,212 shares; 2025Q1: 61,528 shares; 2025Q2: 65,861 shares; 2025Q3: 70,239 shares; 2025Q4: 82,421 shares; 2026Q1: 94,056 shares; 2026Q2: 98,442 shares 98,442 $4.98M 1.7% +4,386 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: 24,571 shares; 2024Q4: 20,361 shares; 2025Q1: 19,521 shares; 2025Q2: 17,021 shares; 2025Q3: 16,496 shares; 2025Q4: 16,398 shares; 2026Q1: 16,120 shares; 2026Q2: 16,283 shares 16,283 $4.71M 1.6% +163 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: 15,288 shares; 2024Q4: 15,055 shares; 2025Q1: 15,282 shares; 2025Q2: 15,850 shares; 2025Q3: 16,166 shares; 2025Q4: 21,948 shares; 2026Q1: 24,121 shares; 2026Q2: 27,326 shares 27,326 $4.34M 1.48% +3,205 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,899 shares; 2024Q4: 8,936 shares; 2025Q1: 8,979 shares; 2025Q2: 9,055 shares; 2025Q3: 9,046 shares; 2025Q4: 9,262 shares; 2026Q1: 9,562 shares; 2026Q2: 9,621 shares 9,621 $3.44M 1.17% +59 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: 26,378 shares; 2024Q4: 31,837 shares; 2025Q1: 35,065 shares; 2025Q2: 40,749 shares; 2025Q3: 41,258 shares; 2025Q4: 33,759 shares; 2026Q1: 33,078 shares; 2026Q2: 30,888 shares 30,888 $2.83M 0.96% -2,190 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: 9,043 shares; 2024Q4: 6,973 shares; 2025Q1: 6,978 shares; 2025Q2: 6,490 shares; 2025Q3: 6,339 shares; 2025Q4: 6,375 shares; 2026Q1: 6,918 shares; 2026Q2: 7,099 shares 7,099 $2.65M 0.9% +181 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: 11,460 shares; 2024Q4: 8,597 shares; 2025Q1: 8,432 shares; 2025Q2: 7,909 shares; 2025Q3: 7,869 shares; 2025Q4: 7,895 shares; 2026Q1: 7,879 shares; 2026Q2: 7,825 shares 7,825 $2.56M 0.87% -54 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,657 shares; 2024Q4: 22,533 shares; 2025Q1: 21,100 shares; 2025Q2: 20,291 shares; 2025Q3: 19,767 shares; 2025Q4: 19,335 shares; 2026Q1: 19,040 shares; 2026Q2: 18,525 shares 18,525 $2.55M 0.87% -515 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: 18,468 shares; 2024Q4: 18,926 shares; 2025Q1: 19,883 shares; 2025Q2: 20,019 shares; 2025Q3: 22,347 shares; 2025Q4: 24,509 shares; 2026Q1: 27,521 shares; 2026Q2: 29,245 shares 29,245 $2.45M 0.83% +1,724 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: 13,419 shares; 2024Q4: 13,546 shares; 2025Q1: 13,532 shares; 2025Q2: 14,122 shares; 2025Q3: 14,566 shares; 2025Q4: 27,942 shares; 2026Q1: 36,837 shares; 2026Q2: 41,460 shares 41,460 $2.41M 0.82% +4,623 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: 11,620 shares; 2024Q4: 10,794 shares; 2025Q1: 11,612 shares; 2025Q2: 11,783 shares; 2025Q3: 10,627 shares; 2025Q4: 10,819 shares; 2026Q1: 10,806 shares; 2026Q2: 11,644 shares 11,644 $2.33M 0.79% +838 Timeline VYMI 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: 12,530 shares; 2024Q4: 13,654 shares; 2025Q1: 14,360 shares; 2025Q2: 17,931 shares; 2025Q3: 20,535 shares; 2025Q4: 21,957 shares; 2026Q1: 22,925 shares; 2026Q2: 23,024 shares 23,024 $2.26M 0.77% +99 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,240 shares; 2024Q4: 18,681 shares; 2025Q1: 22,329 shares; 2025Q2: 21,656 shares; 2025Q3: 22,418 shares; 2025Q4: 21,533 shares; 2026Q1: 22,823 shares; 2026Q2: 24,992 shares 24,992 $2.16M 0.74% +2,169 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: 5,115 shares; 2024Q4: 3,066 shares; 2025Q1: 2,775 shares; 2025Q2: 2,550 shares; 2025Q3: 2,559 shares; 2025Q4: 2,575 shares; 2026Q1: 2,444 shares; 2026Q2: 2,590 shares 2,590 $1.94M 0.66% +146 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: 6,715 shares; 2024Q4: 5,196 shares; 2025Q1: 5,624 shares; 2025Q2: 6,066 shares; 2025Q3: 6,092 shares; 2025Q4: 6,745 shares; 2026Q1: 6,944 shares; 2026Q2: 7,253 shares 7,253 $1.73M 0.59% +309 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: 15,634 shares; 2024Q4: 12,305 shares; 2025Q1: 12,406 shares; 2025Q2: 12,559 shares; 2025Q3: 12,701 shares; 2025Q4: 12,724 shares; 2026Q1: 12,731 shares; 2026Q2: 12,625 shares 12,625 $1.73M 0.59% -106 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,374 shares; 2024Q4: 6,372 shares; 2025Q1: 6,371 shares; 2025Q2: 6,371 shares; 2025Q3: 6,371 shares; 2025Q4: 6,371 shares; 2026Q1: 6,371 shares; 2026Q2: 6,371 shares 6,371 $1.63M 0.55% 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: 20,993 shares; 2024Q4: 16,028 shares; 2025Q1: 15,813 shares; 2025Q2: 14,948 shares; 2025Q3: 14,648 shares; 2025Q4: 14,648 shares; 2026Q1: 14,412 shares; 2026Q2: 14,412 shares 14,412 $1.59M 0.54% 0 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: 14,300 shares; 2024Q4: 21,169 shares; 2025Q1: 23,533 shares; 2025Q2: 23,787 shares; 2025Q3: 25,658 shares; 2025Q4: 26,355 shares; 2026Q1: 30,272 shares; 2026Q2: 30,656 shares 30,656 $1.59M 0.54% +384 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: 5,574 shares; 2024Q4: 5,607 shares; 2025Q1: 5,514 shares; 2025Q2: 5,372 shares; 2025Q3: 5,397 shares; 2025Q4: 5,333 shares; 2026Q1: 5,355 shares; 2026Q2: 5,649 shares 5,649 $1.59M 0.54% +294 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,770 shares; 2024Q4: 11,805 shares; 2025Q1: 11,784 shares; 2025Q2: 12,542 shares; 2025Q3: 12,579 shares; 2025Q4: 12,572 shares; 2026Q1: 11,732 shares; 2026Q2: 28,114 shares 28,114 $1.58M 0.54% +16,382 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: 5,552 shares; 2024Q4: 5,485 shares; 2025Q1: 5,553 shares; 2025Q2: 6,069 shares; 2025Q3: 6,128 shares; 2025Q4: 6,123 shares; 2026Q1: 6,035 shares; 2026Q2: 6,165 shares 6,165 $1.57M 0.53% +130 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: 26,941 shares; 2024Q4: 28,356 shares; 2025Q1: 20,620 shares; 2025Q2: 20,953 shares; 2025Q3: 21,666 shares; 2025Q4: 24,290 shares; 2026Q1: 24,681 shares; 2026Q2: 25,344 shares 25,344 $1.56M 0.53% +663 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: 486 shares; 2024Q4: 814 shares; 2025Q1: 1,016 shares; 2025Q2: 1,146 shares; 2025Q3: 1,176 shares; 2025Q4: 1,172 shares; 2026Q1: 983 shares; 2026Q2: 782 shares 782 $1.56M 0.53% -201 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,588 shares; 2024Q4: 21,067 shares; 2025Q1: 22,180 shares; 2025Q2: 24,841 shares; 2025Q3: 25,102 shares; 2025Q4: 27,350 shares; 2026Q1: 28,948 shares; 2026Q2: 28,730 shares 28,730 $1.55M 0.53% -218 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: 6,230 shares; 2024Q4: 5,744 shares; 2025Q1: 5,840 shares; 2025Q2: 5,625 shares; 2025Q3: 5,220 shares; 2025Q4: 5,128 shares; 2026Q1: 5,807 shares; 2026Q2: 5,970 shares 5,970 $1.5M 0.51% +163 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: 13,266 shares; 2024Q4: 19,742 shares; 2025Q1: 20,724 shares; 2025Q2: 20,075 shares; 2025Q3: 20,403 shares; 2025Q4: 20,272 shares; 2026Q1: 20,823 shares; 2026Q2: 20,212 shares 20,212 $1.48M 0.51% -611 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: 5,108 shares; 2026Q2: 10,494 shares 10,494 $1.47M 0.5% +5,386 Timeline SCHM 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: 30,281 shares; 2024Q4: 89,787 shares; 2025Q1: 87,928 shares; 2025Q2: 78,409 shares; 2025Q3: 77,355 shares; 2025Q4: 76,105 shares; 2026Q1: 74,848 shares; 2026Q2: 39,680 shares 39,680 $1.46M 0.5% -35,168 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: 4,504 shares; 2024Q4: 4,345 shares; 2025Q1: 4,543 shares; 2025Q2: 7,590 shares; 2025Q3: 9,793 shares; 2025Q4: 10,958 shares; 2026Q1: 10,737 shares; 2026Q2: 10,918 shares 10,918 $1.4M 0.48% +181 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: 5,443 shares; 2024Q4: 4,392 shares; 2025Q1: 4,348 shares; 2025Q2: 3,649 shares; 2025Q3: 3,649 shares; 2025Q4: 3,733 shares; 2026Q1: 3,676 shares; 2026Q2: 3,298 shares 3,298 $1.21M 0.41% -378 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,970 shares; 2024Q4: 7,787 shares; 2025Q1: 7,817 shares; 2025Q2: 7,930 shares; 2025Q3: 7,927 shares; 2025Q4: 7,907 shares; 2026Q1: 7,948 shares; 2026Q2: 7,682 shares 7,682 $1.21M 0.41% -266 Timeline SHYM 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: 45,179 shares; 2026Q1: 49,354 shares; 2026Q2: 51,825 shares 51,825 $1.16M 0.4% +2,471 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: 2,852 shares; 2024Q4: 2,909 shares; 2025Q1: 3,079 shares; 2025Q2: 3,023 shares; 2025Q3: 2,998 shares; 2025Q4: 2,969 shares; 2026Q1: 3,102 shares; 2026Q2: 3,168 shares 3,168 $1.15M 0.39% +66 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: 2,192 shares; 2024Q4: 2,191 shares; 2025Q1: 2,181 shares; 2025Q2: 1,580 shares; 2025Q3: 1,565 shares; 2025Q4: 1,935 shares; 2026Q1: 1,502 shares; 2026Q2: 1,515 shares 1,515 $1.13M 0.39% +13 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: 13,806 shares; 2024Q4: 11,551 shares; 2025Q1: 11,540 shares; 2025Q2: 11,109 shares; 2025Q3: 10,602 shares; 2025Q4: 10,388 shares; 2026Q1: 9,898 shares; 2026Q2: 9,499 shares 9,499 $1.12M 0.38% -399 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,400 shares; 2024Q4: 18,400 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,110 shares 94,110 $1.1M 0.38% new 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: 2,237 shares; 2024Q4: 1,628 shares; 2025Q1: 1,702 shares; 2025Q2: 1,816 shares; 2025Q3: 1,822 shares; 2025Q4: 1,838 shares; 2026Q1: 1,842 shares; 2026Q2: 1,938 shares 1,938 $1.09M 0.37% +96 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: 17,943 shares; 2024Q4: 17,779 shares; 2025Q1: 17,799 shares; 2025Q2: 16,871 shares; 2025Q3: 16,881 shares; 2025Q4: 16,881 shares; 2026Q1: 16,299 shares; 2026Q2: 13,275 shares 13,275 $1.02M 0.35% -3,024 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,597 shares; 2025Q1: 11,100 shares; 2025Q2: 12,790 shares; 2025Q3: 14,595 shares; 2025Q4: 20,300 shares; 2026Q1: 20,861 shares; 2026Q2: 20,186 shares 20,186 $1.02M 0.35% -675 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,611 shares; 2024Q4: 3,597 shares; 2025Q1: 3,603 shares; 2025Q2: 3,591 shares; 2025Q3: 3,604 shares; 2025Q4: 3,625 shares; 2026Q1: 3,638 shares; 2026Q2: 3,716 shares 3,716 $1M 0.34% +78 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: 14,908 shares; 2024Q4: 15,781 shares; 2025Q1: 20,665 shares; 2025Q2: 20,950 shares; 2025Q3: 21,150 shares; 2025Q4: 20,372 shares; 2026Q1: 22,512 shares; 2026Q2: 23,434 shares 23,434 $992K 0.34% +922 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: 6,906 shares; 2024Q4: 6,302 shares; 2025Q1: 6,451 shares; 2025Q2: 6,558 shares; 2025Q3: 6,621 shares; 2025Q4: 6,771 shares; 2026Q1: 7,054 shares; 2026Q2: 7,308 shares 7,308 $990K 0.34% +254 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: 6,232 shares; 2024Q4: 4,766 shares; 2025Q1: 4,991 shares; 2025Q2: 4,900 shares; 2025Q3: 5,053 shares; 2025Q4: 5,057 shares; 2026Q1: 5,563 shares; 2026Q2: 5,893 shares 5,893 $977K 0.33% +330 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,990 shares; 2024Q4: 12,973 shares; 2025Q1: 13,055 shares; 2025Q2: 13,195 shares; 2025Q3: 13,220 shares; 2025Q4: 12,993 shares; 2026Q1: 13,544 shares; 2026Q2: 13,525 shares 13,525 $973K 0.33% -19 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,239 shares; 2024Q4: 5,526 shares; 2025Q1: 5,306 shares; 2025Q2: 4,406 shares; 2025Q3: 4,306 shares; 2025Q4: 4,397 shares; 2026Q1: 4,385 shares; 2026Q2: 4,206 shares 4,206 $955K 0.33% -179 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: 2,091 shares; 2024Q4: 1,782 shares; 2025Q1: 1,789 shares; 2025Q2: 1,778 shares; 2025Q3: 1,700 shares; 2025Q4: 1,924 shares; 2026Q1: 1,894 shares; 2026Q2: 1,905 shares 1,905 $953K 0.32% +11 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,450 shares; 2024Q4: 53,232 shares; 2025Q1: 47,730 shares; 2025Q2: 43,084 shares; 2025Q3: 42,608 shares; 2025Q4: 18,648 shares; 2026Q1: 18,483 shares; 2026Q2: 18,165 shares 18,165 $941K 0.32% -318 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: 7,793 shares; 2024Q4: 7,015 shares; 2025Q1: 7,018 shares; 2025Q2: 6,794 shares; 2025Q3: 6,822 shares; 2025Q4: 6,851 shares; 2026Q1: 6,363 shares; 2026Q2: 6,380 shares 6,380 $935K 0.32% +17 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,970 shares; 2024Q4: 4,370 shares; 2025Q1: 4,369 shares; 2025Q2: 4,663 shares; 2025Q3: 4,684 shares; 2025Q4: 4,641 shares; 2026Q1: 4,491 shares; 2026Q2: 4,726 shares 4,726 $875K 0.3% +235 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: 2,312 shares; 2024Q4: 2,316 shares; 2025Q1: 2,326 shares; 2025Q2: 2,350 shares; 2025Q3: 2,473 shares; 2025Q4: 2,430 shares; 2026Q1: 2,450 shares; 2026Q2: 2,446 shares 2,446 $866K 0.3% -4 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: 11,455 shares; 2024Q4: 12,300 shares; 2025Q1: 12,443 shares; 2025Q2: 11,664 shares; 2025Q3: 10,313 shares; 2025Q4: 10,307 shares; 2026Q1: 10,237 shares; 2026Q2: 10,523 shares 10,523 $855K 0.29% +286 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,020 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 2,020 shares; 2026Q2: 4,548 shares 4,548 $842K 0.29% +2,528 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,224 shares; 2024Q4: 4,457 shares; 2025Q1: 4,564 shares; 2025Q2: 4,398 shares; 2025Q3: 4,530 shares; 2025Q4: 5,087 shares; 2026Q1: 4,587 shares; 2026Q2: 4,637 shares 4,637 $839K 0.29% +50 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: 12,702 shares; 2024Q4: 8,385 shares; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares; 2026Q2: 7,600 shares 7,600 $789K 0.27% -500 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 611 shares; 2026Q1: 626 shares; 2026Q2: 1,044 shares 1,044 $769K 0.26% +418 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,978 shares; 2024Q4: 40,951 shares; 2025Q1: 40,925 shares; 2025Q2: 40,920 shares; 2025Q3: 40,880 shares; 2025Q4: 39,972 shares; 2026Q1: 39,964 shares; 2026Q2: 39,151 shares 39,151 $747K 0.25% -813 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: 1,504 shares; 2024Q4: 799 shares; 2025Q1: 780 shares; 2025Q2: 772 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 758 shares; 2026Q2: 686 shares 686 $730K 0.25% -72 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: 4,722 shares; 2024Q4: 4,725 shares; 2025Q1: 4,403 shares; 2025Q2: 4,351 shares; 2025Q3: 4,195 shares; 2025Q4: 4,215 shares; 2026Q1: 3,875 shares; 2026Q2: 3,824 shares 3,824 $726K 0.25% -51 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,009 shares; 2024Q4: 4,864 shares; 2025Q1: 5,199 shares; 2025Q2: 5,254 shares; 2025Q3: 5,428 shares; 2025Q4: 5,428 shares; 2026Q1: 5,553 shares; 2026Q2: 5,630 shares 5,630 $713K 0.24% +77 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: 1,772 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,260 shares; 2025Q4: 1,300 shares; 2026Q1: 1,388 shares; 2026Q2: 1,215 shares 1,215 $706K 0.24% -173 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: 484 shares; 2024Q4: 483 shares; 2025Q1: 524 shares; 2025Q2: 520 shares; 2025Q3: 535 shares; 2025Q4: 568 shares; 2026Q1: 562 shares; 2026Q2: 573 shares 573 $687K 0.23% +11 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: 2,473 shares; 2024Q4: 1,593 shares; 2025Q1: 1,714 shares; 2025Q2: 1,715 shares; 2025Q3: 1,700 shares; 2025Q4: 1,672 shares; 2026Q1: 1,656 shares; 2026Q2: 1,807 shares 1,807 $637K 0.22% +151 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: not reported; 2024Q4: 1,997 shares; 2025Q1: 2,297 shares; 2025Q2: 2,344 shares; 2025Q3: 2,368 shares; 2025Q4: 2,334 shares; 2026Q1: 1,869 shares; 2026Q2: 1,810 shares 1,810 $617K 0.21% -59 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: 8,594 shares; 2024Q4: 8,591 shares; 2025Q1: 8,589 shares; 2025Q2: 8,637 shares; 2025Q3: 8,637 shares; 2025Q4: 8,637 shares; 2026Q1: 8,438 shares; 2026Q2: 7,938 shares 7,938 $613K 0.21% -500 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: 9,551 shares; 2024Q4: 9,545 shares; 2025Q1: 9,542 shares; 2025Q2: 9,808 shares; 2025Q3: 10,217 shares; 2025Q4: 10,219 shares; 2026Q1: 10,219 shares; 2026Q2: 10,090 shares 10,090 $602K 0.21% -129 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: 6,945 shares; 2024Q4: 6,956 shares; 2025Q1: 7,356 shares; 2025Q2: 7,356 shares; 2025Q3: 7,356 shares; 2025Q4: 7,353 shares; 2026Q1: 7,349 shares; 2026Q2: 7,249 shares 7,249 $601K 0.2% -100 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: 8,612 shares; 2024Q4: 8,819 shares; 2025Q1: 9,004 shares; 2025Q2: 9,542 shares; 2025Q3: 9,691 shares; 2025Q4: 9,691 shares; 2026Q1: 9,782 shares; 2026Q2: 10,240 shares 10,240 $583K 0.2% +458 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: 2,628 shares; 2024Q4: 2,761 shares; 2025Q1: 2,791 shares; 2025Q2: 2,915 shares; 2025Q3: 2,940 shares; 2025Q4: 2,943 shares; 2026Q1: 2,827 shares; 2026Q2: 3,045 shares 3,045 $563K 0.19% +218 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,650 shares; 2024Q4: 5,630 shares; 2025Q1: 5,600 shares; 2025Q2: 5,730 shares; 2025Q3: 5,759 shares; 2025Q4: 5,814 shares; 2026Q1: 5,814 shares; 2026Q2: 5,811 shares 5,811 $561K 0.19% -3 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: 6,796 shares; 2024Q4: 6,771 shares; 2025Q1: 6,765 shares; 2025Q2: 6,851 shares; 2025Q3: 6,923 shares; 2025Q4: 6,938 shares; 2026Q1: 6,533 shares; 2026Q2: 6,520 shares 6,520 $542K 0.18% -13 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,056 shares; 2024Q4: 10,780 shares; 2025Q1: 18,105 shares; 2025Q2: 19,037 shares; 2025Q3: 19,647 shares; 2025Q4: 21,798 shares; 2026Q1: 21,855 shares; 2026Q2: 22,463 shares 22,463 $541K 0.18% +608 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,521 shares; 2024Q4: 1,633 shares; 2025Q1: 1,760 shares; 2025Q2: 1,796 shares; 2025Q3: 1,813 shares; 2025Q4: 1,802 shares; 2026Q1: 1,885 shares; 2026Q2: 2,411 shares 2,411 $537K 0.18% +526 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: 1,554 shares; 2024Q4: 1,320 shares; 2025Q1: 1,143 shares; 2025Q2: 1,241 shares; 2025Q3: 1,247 shares; 2025Q4: 1,312 shares; 2026Q1: 1,297 shares; 2026Q2: 1,252 shares 1,252 $527K 0.18% -45 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: 3,636 shares; 2024Q4: 4,035 shares; 2025Q1: 4,445 shares; 2025Q2: 4,629 shares; 2025Q3: 4,906 shares; 2025Q4: 4,957 shares; 2026Q1: 4,916 shares; 2026Q2: 5,593 shares 5,593 $522K 0.18% +677 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,930 shares; 2025Q2: 9,015 shares; 2025Q3: 9,152 shares; 2025Q4: 8,618 shares; 2026Q1: 8,238 shares; 2026Q2: 8,145 shares 8,145 $520K 0.18% -93 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: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: 1,745 shares; 2025Q2: 1,752 shares; 2025Q3: 1,506 shares; 2025Q4: 1,501 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $519K 0.18% 0 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: 5,412 shares; 2024Q4: 5,427 shares; 2025Q1: 5,345 shares; 2025Q2: 5,252 shares; 2025Q3: 5,168 shares; 2025Q4: 5,247 shares; 2026Q1: 4,496 shares; 2026Q2: 4,579 shares 4,579 $519K 0.18% +83 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: 2,480 shares; 2024Q4: 2,521 shares; 2025Q1: 2,911 shares; 2025Q2: 4,021 shares; 2025Q3: 3,862 shares; 2025Q4: 3,862 shares; 2026Q1: 3,875 shares; 2026Q2: 3,431 shares 3,431 $491K 0.17% -444 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 2,603 shares; 2025Q1: 2,700 shares; 2025Q2: 2,697 shares; 2025Q3: 2,723 shares; 2025Q4: 2,725 shares; 2026Q1: 2,771 shares; 2026Q2: 2,839 shares 2,839 $460K 0.16% +68 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 1,870 shares; 2026Q2: 1,870 shares 1,870 $428K 0.15% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,650 shares; 2025Q1: 5,750 shares; 2025Q2: 6,077 shares; 2025Q3: 6,319 shares; 2025Q4: 6,850 shares; 2026Q1: 6,850 shares; 2026Q2: 6,888 shares 6,888 $425K 0.14% +38 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,351 shares; 2025Q1: 3,256 shares; 2025Q2: 3,364 shares; 2025Q3: 3,384 shares; 2025Q4: 6,769 shares; 2026Q1: 7,271 shares; 2026Q2: 9,118 shares 9,118 $413K 0.14% +1,847 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 2,459 shares 2,459 $407K 0.14% new 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: 4,015 shares; 2024Q4: 1,432 shares; 2025Q1: 1,432 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares; 2026Q2: 1,332 shares 1,332 $400K 0.14% 0 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: 2,429 shares; 2024Q4: 2,534 shares; 2025Q1: 2,604 shares; 2025Q2: 2,601 shares; 2025Q3: 2,651 shares; 2025Q4: 2,579 shares; 2026Q1: 2,774 shares; 2026Q2: 3,082 shares 3,082 $400K 0.14% +308 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,839 shares; 2024Q4: 5,870 shares; 2025Q1: 5,990 shares; 2025Q2: 6,766 shares; 2025Q3: 7,091 shares; 2025Q4: 6,018 shares; 2026Q1: 6,233 shares; 2026Q2: 6,717 shares 6,717 $387K 0.13% +484 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,629 shares; 2024Q4: 3,920 shares; 2025Q1: 4,646 shares; 2025Q2: 4,654 shares; 2025Q3: 5,223 shares; 2025Q4: 6,024 shares; 2026Q1: 6,024 shares; 2026Q2: 6,116 shares 6,116 $379K 0.13% +92 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: 3,009 shares; 2024Q4: 3,212 shares; 2025Q1: 2,758 shares; 2025Q2: 2,771 shares; 2025Q3: 2,800 shares; 2025Q4: 5,628 shares; 2026Q1: 5,767 shares; 2026Q2: 7,039 shares 7,039 $374K 0.13% +1,272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,868 shares 3,868 $372K 0.13% 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: 1,204 shares; 2024Q4: 1,204 shares; 2025Q1: 1,204 shares; 2025Q2: 1,204 shares; 2025Q3: 1,204 shares; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares; 2026Q2: 1,207 shares 1,207 $366K 0.12% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,660 shares; 2024Q4: 27,660 shares; 2025Q1: 27,660 shares; 2025Q2: 27,660 shares; 2025Q3: 27,660 shares; 2025Q4: 27,659 shares; 2026Q1: 27,659 shares; 2026Q2: 27,659 shares 27,659 $354K 0.12% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,273 shares; 2024Q4: 14,962 shares; 2025Q1: 16,380 shares; 2025Q2: 16,395 shares; 2025Q3: 16,697 shares; 2025Q4: 16,172 shares; 2026Q1: 16,164 shares; 2026Q2: 16,886 shares 16,886 $350K 0.12% +722 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: 3,805 shares; 2024Q4: 3,121 shares; 2025Q1: 3,196 shares; 2025Q2: 3,188 shares; 2025Q3: 3,159 shares; 2025Q4: 3,164 shares; 2026Q1: 3,073 shares; 2026Q2: 3,788 shares 3,788 $344K 0.12% +715 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: 6,485 shares; 2024Q4: 6,485 shares; 2025Q1: 6,485 shares; 2025Q2: 6,460 shares; 2025Q3: 6,460 shares; 2025Q4: 6,360 shares; 2026Q1: 6,340 shares; 2026Q2: 6,340 shares 6,340 $343K 0.12% 0 Timeline IYY 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: 1,516 shares; 2025Q4: 1,832 shares; 2026Q1: 1,836 shares; 2026Q2: 1,839 shares 1,839 $335K 0.11% +3 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: 10,842 shares; 2024Q4: 6,823 shares; 2025Q1: 3,891 shares; 2025Q2: 3,885 shares; 2025Q3: 3,885 shares; 2025Q4: 3,885 shares; 2026Q1: 3,885 shares; 2026Q2: 892 shares 892 $333K 0.11% -2,993 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,766 shares; 2024Q4: 7,013 shares; 2025Q1: 7,253 shares; 2025Q2: 7,470 shares; 2025Q3: 7,634 shares; 2025Q4: 7,860 shares; 2026Q1: 8,082 shares; 2026Q2: 8,296 shares 8,296 $327K 0.11% +214 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: 337 shares; 2024Q4: 338 shares; 2025Q1: 339 shares; 2025Q2: 341 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 332 shares; 2026Q2: 333 shares 333 $326K 0.11% +1 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 797 shares 797 $311K 0.11% new 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: 4,546 shares; 2024Q4: 3,631 shares; 2025Q1: 4,066 shares; 2025Q2: 3,931 shares; 2025Q3: 4,549 shares; 2025Q4: 4,095 shares; 2026Q1: 4,129 shares; 2026Q2: 3,956 shares 3,956 $309K 0.11% -173 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,446 shares; 2025Q3: 1,444 shares; 2025Q4: 1,373 shares; 2026Q1: 1,369 shares; 2026Q2: 1,409 shares 1,409 $309K 0.11% +40 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: 1,206 shares; 2025Q1: 1,085 shares; 2025Q2: 1,020 shares; 2025Q3: 962 shares; 2025Q4: 578 shares; 2026Q1: not reported; 2026Q2: 382 shares 382 $292K 0.1% new 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: 417 shares; 2024Q4: 418 shares; 2025Q1: not reported; 2025Q2: 444 shares; 2025Q3: 547 shares; 2025Q4: 548 shares; 2026Q1: 583 shares; 2026Q2: 566 shares 566 $288K 0.1% -17 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO 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: 9,245 shares; 2026Q2: 10,665 shares 10,665 $283K 0.1% +1,420 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: 2,011 shares; 2024Q4: 2,011 shares; 2025Q1: 1,800 shares; 2025Q2: 1,695 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,603 shares; 2026Q2: 1,659 shares 1,659 $278K 0.09% +56 Timeline VV 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: 2,648 shares; 2024Q4: 2,719 shares; 2025Q1: 2,758 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $277K 0.09% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,282 shares; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: 4,099 shares; 2025Q3: 4,091 shares; 2025Q4: 4,095 shares; 2026Q1: 4,074 shares; 2026Q2: 3,826 shares 3,826 $273K 0.09% -248 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,920 shares 11,920 $271K 0.09% new Timeline ARKG ARK ETF TR More: the full row for ARK 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: 6,430 shares 6,430 $270K 0.09% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares; 2026Q1: 2,404 shares; 2026Q2: 2,404 shares 2,404 $266K 0.09% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,657 shares; 2025Q2: 4,566 shares; 2025Q3: 4,066 shares; 2025Q4: 4,066 shares; 2026Q1: 3,722 shares; 2026Q2: 3,346 shares 3,346 $266K 0.09% -376 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 454 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 633 shares 633 $263K 0.09% new Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,844 shares; 2025Q2: 2,844 shares; 2025Q3: 2,844 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares; 2026Q2: 2,650 shares 2,650 $261K 0.09% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 2,235 shares; 2026Q2: 2,408 shares 2,408 $261K 0.09% +173 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,034 shares 1,034 $255K 0.09% new 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: 2,220 shares; 2024Q4: 2,220 shares; 2025Q1: 2,600 shares; 2025Q2: 2,038 shares; 2025Q3: 1,760 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares; 2026Q2: 1,701 shares 1,701 $249K 0.08% -54 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,312 shares; 2026Q1: 11,547 shares; 2026Q2: 11,761 shares 11,761 $248K 0.08% +214 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,142 shares; 2025Q1: 6,062 shares; 2025Q2: 5,179 shares; 2025Q3: 6,290 shares; 2025Q4: 3,179 shares; 2026Q1: not reported; 2026Q2: 3,255 shares 3,255 $247K 0.08% new Timeline IGM 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: 1,504 shares 1,504 $246K 0.08% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,034 shares; 2026Q1: 1,050 shares; 2026Q2: 1,096 shares 1,096 $246K 0.08% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 596 shares; 2026Q1: not reported; 2026Q2: 717 shares 717 $243K 0.08% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL 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: 4,253 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,601 shares 5,601 $242K 0.08% new 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: 3,765 shares; 2025Q3: 4,024 shares; 2025Q4: 5,443 shares; 2026Q1: 6,498 shares; 2026Q2: 7,260 shares 7,260 $242K 0.08% +762 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,732 shares; 2024Q4: 5,732 shares; 2025Q1: 5,732 shares; 2025Q2: 5,732 shares; 2025Q3: 5,781 shares; 2025Q4: 5,781 shares; 2026Q1: 4,848 shares; 2026Q2: 4,848 shares 4,848 $238K 0.08% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: 1,059 shares; 2025Q3: 936 shares; 2025Q4: 733 shares; 2026Q1: 632 shares; 2026Q2: 666 shares 666 $238K 0.08% +34 Timeline E ENI SPA More: the full row for ENI SPA 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: 5,000 shares; 2026Q2: 5,000 shares 5,000 $234K 0.08% 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: 2,684 shares; 2024Q4: 1,707 shares; 2025Q1: 961 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 544 shares; 2026Q1: 544 shares; 2026Q2: 198 shares 198 $233K 0.08% -346 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,608 shares; 2024Q4: 3,608 shares; 2025Q1: 3,629 shares; 2025Q2: 3,620 shares; 2025Q3: 3,608 shares; 2025Q4: 3,608 shares; 2026Q1: 3,608 shares; 2026Q2: 3,608 shares 3,608 $231K 0.08% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 3,644 shares; 2026Q2: 4,314 shares 4,314 $231K 0.08% +670 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,094 shares; 2026Q2: 1,202 shares 1,202 $229K 0.08% -892 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $228K 0.08% 0 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,100 shares; 2025Q4: 5,280 shares; 2026Q1: 5,280 shares; 2026Q2: 5,280 shares 5,280 $226K 0.08% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,431 shares 3,431 $225K 0.08% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares; 2026Q2: 1,033 shares 1,033 $224K 0.08% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,644 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,570 shares; 2025Q3: 3,544 shares; 2025Q4: not reported; 2026Q1: 3,380 shares; 2026Q2: 3,256 shares 3,256 $222K 0.08% -124 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 865 shares 865 $221K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: not reported; 2026Q2: 2,556 shares 2,556 $220K 0.07% new 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: 1,500 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $216K 0.07% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS 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: 2,074 shares; 2026Q2: 2,074 shares 2,074 $216K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 432 shares 432 $212K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $212K 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,426 shares; 2024Q4: not reported; 2025Q1: 2,213 shares; 2025Q2: 2,213 shares; 2025Q3: 2,222 shares; 2025Q4: not reported; 2026Q1: 2,213 shares; 2026Q2: 2,213 shares 2,213 $212K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,928 shares; 2026Q1: 2,024 shares; 2026Q2: 1,685 shares 1,685 $210K 0.07% -339 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: not reported; 2026Q1: not reported; 2026Q2: 290 shares 290 $210K 0.07% 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: not reported; 2025Q2: not reported; 2025Q3: 1,148 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,528 shares 1,528 $178K 0.06% new Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 29,500 shares; 2025Q3: 36,800 shares; 2025Q4: 34,800 shares; 2026Q1: 34,800 shares; 2026Q2: 34,860 shares 34,860 $95.9K 0.03% +60 Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,155 shares 13,155 $9.15K <0.01% new Timeline