VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,689 shares; 2024Q4: 139,841 shares; 2025Q1: 294,500 shares; 2025Q2: 303,973 shares; 2025Q3: 313,272 shares; 2025Q4: 335,586 shares; 2026Q1: 342,870 shares; 2026Q2: 344,538 shares 344,538 $237M 17.88% +1,668 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: 717,221 shares; 2024Q4: 761,823 shares; 2025Q1: 1,135,655 shares; 2025Q2: 1,166,389 shares; 2025Q3: 1,236,490 shares; 2025Q4: 1,268,790 shares; 2026Q1: 1,264,718 shares; 2026Q2: 1,256,007 shares 1,256,007 $105M 7.95% -8,711 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 103,715 shares; 2025Q1: 1,267,671 shares; 2025Q2: 1,360,928 shares; 2025Q3: 1,396,283 shares; 2025Q4: 1,464,216 shares; 2026Q1: 1,564,330 shares; 2026Q2: 1,624,685 shares 1,624,685 $99.5M 7.52% +60,355 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: 370,553 shares; 2024Q4: 366,044 shares; 2025Q1: 321,481 shares; 2025Q2: 320,092 shares; 2025Q3: 303,398 shares; 2025Q4: 298,672 shares; 2026Q1: 297,057 shares; 2026Q2: 295,666 shares 295,666 $85.6M 6.46% -1,391 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: 240,107 shares; 2024Q4: 244,291 shares; 2025Q1: 269,908 shares; 2025Q2: 274,952 shares; 2025Q3: 259,287 shares; 2025Q4: 262,528 shares; 2026Q1: 261,746 shares; 2026Q2: 262,746 shares 262,746 $52.6M 3.97% +1,000 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,745 shares; 2024Q4: 139,845 shares; 2025Q1: 347,601 shares; 2025Q2: 360,258 shares; 2025Q3: 388,452 shares; 2025Q4: 396,604 shares; 2026Q1: 394,029 shares; 2026Q2: 385,249 shares 385,249 $48.1M 3.63% -8,780 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: 239,524 shares; 2024Q4: 238,207 shares; 2025Q1: 196,061 shares; 2025Q2: 195,247 shares; 2025Q3: 190,519 shares; 2025Q4: 189,568 shares; 2026Q1: 191,800 shares; 2026Q2: 188,114 shares 188,114 $44.8M 3.39% -3,686 Timeline MGK 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: 264,711 shares; 2024Q4: 262,363 shares; 2025Q1: 110,147 shares; 2025Q2: 106,000 shares; 2025Q3: 98,738 shares; 2025Q4: 96,686 shares; 2026Q1: 95,771 shares; 2026Q2: 470,858 shares 470,858 $41.4M 3.13% +375,087 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 141,510 shares; 2024Q4: 157,560 shares; 2025Q1: 302,927 shares; 2025Q2: 319,053 shares; 2025Q3: 411,047 shares; 2025Q4: 428,013 shares; 2026Q1: 432,405 shares; 2026Q2: 407,204 shares 407,204 $39.3M 2.97% -25,201 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: 104,734 shares; 2024Q4: 105,645 shares; 2025Q1: 100,224 shares; 2025Q2: 100,649 shares; 2025Q3: 99,607 shares; 2025Q4: 101,691 shares; 2026Q1: 104,601 shares; 2026Q2: 99,637 shares 99,637 $37.2M 2.81% -4,964 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: 118,129 shares; 2024Q4: 119,480 shares; 2025Q1: 94,823 shares; 2025Q2: 94,418 shares; 2025Q3: 89,618 shares; 2025Q4: 86,117 shares; 2026Q1: 85,868 shares; 2026Q2: 96,351 shares 96,351 $34M 2.57% +10,483 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: 40,304 shares; 2024Q4: 47,618 shares; 2025Q1: 107,181 shares; 2025Q2: 142,552 shares; 2025Q3: 165,495 shares; 2025Q4: 158,157 shares; 2026Q1: 161,513 shares; 2026Q2: 170,810 shares 170,810 $27.1M 2.05% +9,297 Timeline JBND 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: 324,927 shares; 2024Q4: 347,346 shares; 2025Q1: 358,030 shares; 2025Q2: 364,117 shares; 2025Q3: 400,011 shares; 2025Q4: 424,830 shares; 2026Q1: 431,887 shares; 2026Q2: 473,636 shares 473,636 $25.3M 1.91% +41,749 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 132,701 shares; 2025Q1: 63,445 shares; 2025Q2: 61,392 shares; 2025Q3: 59,071 shares; 2025Q4: 58,411 shares; 2026Q1: 56,615 shares; 2026Q2: 55,238 shares 55,238 $23.9M 1.81% -1,377 Timeline JPIE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 501,929 shares 501,929 $23.1M 1.75% new Timeline MGV 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: 507,550 shares; 2024Q4: 506,470 shares; 2025Q1: 172,656 shares; 2025Q2: 163,407 shares; 2025Q3: 144,393 shares; 2025Q4: 139,783 shares; 2026Q1: 136,710 shares; 2026Q2: 133,485 shares 133,485 $21.8M 1.65% -3,225 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN 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: 277,199 shares; 2026Q1: 298,606 shares; 2026Q2: 415,000 shares 415,000 $21.2M 1.6% +116,394 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: 82,049 shares; 2024Q4: 81,220 shares; 2025Q1: 63,306 shares; 2025Q2: 64,023 shares; 2025Q3: 64,619 shares; 2025Q4: 63,237 shares; 2026Q1: 65,159 shares; 2026Q2: 63,922 shares 63,922 $20.9M 1.58% -1,237 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: 42,244 shares; 2024Q4: 42,183 shares; 2025Q1: 31,928 shares; 2025Q2: 31,473 shares; 2025Q3: 30,327 shares; 2025Q4: 31,383 shares; 2026Q1: 31,711 shares; 2026Q2: 30,446 shares 30,446 $17.1M 1.3% -1,265 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,946 shares; 2024Q4: 19,399 shares; 2025Q1: 18,866 shares; 2025Q2: 16,727 shares; 2025Q3: 15,267 shares; 2025Q4: 17,050 shares; 2026Q1: 17,977 shares; 2026Q2: 21,094 shares 21,094 $13.8M 1.05% +3,117 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: 11,110 shares; 2024Q4: 19,865 shares; 2025Q1: 170,756 shares; 2025Q2: 181,043 shares; 2025Q3: 208,672 shares; 2025Q4: 215,577 shares; 2026Q1: 226,097 shares; 2026Q2: 241,289 shares 241,289 $12.9M 0.98% +15,192 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: 15,421 shares; 2024Q4: 16,766 shares; 2025Q1: 23,089 shares; 2025Q2: 26,452 shares; 2025Q3: 26,595 shares; 2025Q4: 26,540 shares; 2026Q1: 27,277 shares; 2026Q2: 28,864 shares 28,864 $12.1M 0.92% +1,587 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: 6,144 shares; 2024Q4: 7,010 shares; 2025Q1: 17,361 shares; 2025Q2: 20,555 shares; 2025Q3: 24,238 shares; 2025Q4: 25,770 shares; 2026Q1: 26,360 shares; 2026Q2: 28,554 shares 28,554 $10.8M 0.82% +2,194 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: 28,511 shares; 2024Q4: 28,274 shares; 2025Q1: 19,796 shares; 2025Q2: 20,165 shares; 2025Q3: 20,926 shares; 2025Q4: 20,561 shares; 2026Q1: 20,479 shares; 2026Q2: 20,036 shares 20,036 $10M 0.76% -443 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: 96,640 shares; 2024Q4: 95,942 shares; 2025Q1: 84,567 shares; 2025Q2: 87,877 shares; 2025Q3: 86,750 shares; 2025Q4: 84,577 shares; 2026Q1: 84,284 shares; 2026Q2: 85,148 shares 85,148 $9.93M 0.75% +864 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: 16,592 shares; 2025Q3: 25,039 shares; 2025Q4: 68,064 shares; 2026Q1: 204,503 shares; 2026Q2: 347,052 shares 347,052 $9.2M 0.7% +142,549 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126,469 shares; 2024Q4: 126,461 shares; 2025Q1: 126,461 shares; 2025Q2: 126,462 shares; 2025Q3: 126,463 shares; 2025Q4: 126,465 shares; 2026Q1: 126,308 shares; 2026Q2: 126,494 shares 126,494 $8.92M 0.67% +186 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: 26,861 shares; 2024Q4: 26,442 shares; 2025Q1: 23,956 shares; 2025Q2: 23,361 shares; 2025Q3: 23,491 shares; 2025Q4: 21,890 shares; 2026Q1: 21,714 shares; 2026Q2: 28,110 shares 28,110 $7.14M 0.54% +6,396 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: 54,673 shares; 2024Q4: 54,765 shares; 2025Q1: 41,885 shares; 2025Q2: 43,747 shares; 2025Q3: 42,505 shares; 2025Q4: 38,793 shares; 2026Q1: 41,049 shares; 2026Q2: 41,045 shares 41,045 $6.8M 0.51% -4 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: 16,938 shares; 2024Q4: 19,339 shares; 2025Q1: 20,672 shares; 2025Q2: 20,300 shares; 2025Q3: 18,630 shares; 2025Q4: 18,617 shares; 2026Q1: 18,769 shares; 2026Q2: 18,702 shares 18,702 $6.68M 0.5% -67 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: 143,969 shares; 2024Q4: 143,123 shares; 2025Q1: 125,738 shares; 2025Q2: 122,908 shares; 2025Q3: 119,312 shares; 2025Q4: 118,629 shares; 2026Q1: 116,738 shares; 2026Q2: 115,647 shares 115,647 $6.59M 0.5% -1,091 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: 64,660 shares; 2024Q4: 63,617 shares; 2025Q1: 45,920 shares; 2025Q2: 43,957 shares; 2025Q3: 39,007 shares; 2025Q4: 38,572 shares; 2026Q1: 37,559 shares; 2026Q2: 37,728 shares 37,728 $5.96M 0.45% +169 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: 24,461 shares; 2024Q4: 24,440 shares; 2025Q1: 17,476 shares; 2025Q2: 17,363 shares; 2025Q3: 17,837 shares; 2025Q4: 17,956 shares; 2026Q1: 18,251 shares; 2026Q2: 17,035 shares 17,035 $5.84M 0.44% -1,216 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: 27,697 shares; 2024Q4: 27,679 shares; 2025Q1: 26,832 shares; 2025Q2: 26,851 shares; 2025Q3: 25,475 shares; 2025Q4: 24,030 shares; 2026Q1: 23,421 shares; 2026Q2: 22,908 shares 22,908 $5.76M 0.44% -513 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 3,221 shares; 2025Q1: 4,827 shares; 2025Q2: 5,021 shares; 2025Q3: 5,230 shares; 2025Q4: 4,666 shares; 2026Q1: 4,577 shares; 2026Q2: 4,726 shares 4,726 $5.67M 0.43% +149 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: 33,721 shares; 2024Q4: 32,757 shares; 2025Q1: 32,145 shares; 2025Q2: 31,948 shares; 2025Q3: 31,595 shares; 2025Q4: 31,311 shares; 2026Q1: 30,560 shares; 2026Q2: 30,295 shares 30,295 $5.48M 0.41% -265 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: 14,517 shares; 2024Q4: 14,468 shares; 2025Q1: 14,676 shares; 2025Q2: 14,409 shares; 2025Q3: 5,955 shares; 2025Q4: 5,568 shares; 2026Q1: 5,368 shares; 2026Q2: 7,308 shares 7,308 $5.14M 0.39% +1,940 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: 35,736 shares; 2024Q4: 35,215 shares; 2025Q1: 34,002 shares; 2025Q2: 33,743 shares; 2025Q3: 33,852 shares; 2025Q4: 33,580 shares; 2026Q1: 34,023 shares; 2026Q2: 34,439 shares 34,439 $5.05M 0.38% +416 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: 69,830 shares; 2024Q4: 69,362 shares; 2025Q1: 51,866 shares; 2025Q2: 51,899 shares; 2025Q3: 47,886 shares; 2025Q4: 47,343 shares; 2026Q1: 44,623 shares; 2026Q2: 44,125 shares 44,125 $5M 0.38% -498 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: 4,139 shares; 2024Q4: 3,837 shares; 2025Q1: 2,810 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares; 2025Q4: 3,901 shares; 2026Q1: 3,746 shares; 2026Q2: 8,348 shares 8,348 $4.85M 0.37% +4,602 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: 5,591 shares; 2024Q4: 5,487 shares; 2025Q1: 4,824 shares; 2025Q2: 4,823 shares; 2025Q3: 4,260 shares; 2025Q4: 4,115 shares; 2026Q1: 4,147 shares; 2026Q2: 3,862 shares 3,862 $4.46M 0.34% -285 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: 20,452 shares; 2024Q4: 20,876 shares; 2025Q1: 31,859 shares; 2025Q2: 31,733 shares; 2025Q3: 33,118 shares; 2025Q4: 32,946 shares; 2026Q1: 31,733 shares; 2026Q2: 31,874 shares 31,874 $4.36M 0.33% +141 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,832 shares; 2024Q4: 7,792 shares; 2025Q1: 5,063 shares; 2025Q2: 4,989 shares; 2025Q3: 4,444 shares; 2025Q4: 4,376 shares; 2026Q1: 4,282 shares; 2026Q2: 4,289 shares 4,289 $4.34M 0.33% +7 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,699 shares; 2024Q4: 151,385 shares; 2025Q1: 107,768 shares; 2025Q2: 102,431 shares; 2025Q3: 94,931 shares; 2025Q4: 93,165 shares; 2026Q1: 88,900 shares; 2026Q2: 80,072 shares 80,072 $3.96M 0.3% -8,828 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: 24,902 shares; 2024Q4: 24,857 shares; 2025Q1: 23,745 shares; 2025Q2: 27,484 shares; 2025Q3: 27,012 shares; 2025Q4: 22,712 shares; 2026Q1: 26,541 shares; 2026Q2: 26,213 shares 26,213 $3.84M 0.29% -328 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,677 shares; 2024Q4: 30,645 shares; 2025Q1: 29,375 shares; 2025Q2: 29,396 shares; 2025Q3: 29,223 shares; 2025Q4: 29,024 shares; 2026Q1: 28,024 shares; 2026Q2: 27,981 shares 27,981 $3.6M 0.27% -43 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,071 shares; 2024Q4: 107,759 shares; 2025Q1: 46,958 shares; 2025Q2: 44,874 shares; 2025Q3: 42,321 shares; 2025Q4: 40,397 shares; 2026Q1: 39,937 shares; 2026Q2: 38,433 shares 38,433 $3.55M 0.27% -1,504 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: 23,776 shares; 2024Q4: 24,133 shares; 2025Q1: 21,852 shares; 2025Q2: 21,507 shares; 2025Q3: 21,516 shares; 2025Q4: 21,525 shares; 2026Q1: 21,335 shares; 2026Q2: 21,354 shares 21,354 $3.24M 0.24% +19 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: 15,546 shares; 2024Q4: 14,981 shares; 2025Q1: 14,725 shares; 2025Q2: 14,559 shares; 2025Q3: 15,862 shares; 2025Q4: 14,921 shares; 2026Q1: 16,172 shares; 2026Q2: 16,411 shares 16,411 $3.11M 0.24% +239 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: 9,918 shares; 2025Q3: 8,437 shares; 2025Q4: 8,492 shares; 2026Q1: 8,447 shares; 2026Q2: 8,447 shares 8,447 $3.09M 0.23% 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: 99,446 shares; 2024Q4: 97,881 shares; 2025Q1: 44,113 shares; 2025Q2: 43,940 shares; 2025Q3: 41,365 shares; 2025Q4: 41,610 shares; 2026Q1: 42,052 shares; 2026Q2: 37,335 shares 37,335 $2.69M 0.2% -4,717 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: 3,820 shares; 2024Q4: 4,125 shares; 2025Q1: 3,760 shares; 2025Q2: 3,730 shares; 2025Q3: 3,390 shares; 2025Q4: 3,356 shares; 2026Q1: 3,437 shares; 2026Q2: 3,398 shares 3,398 $2.59M 0.2% -39 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,623 shares; 2024Q4: 42,067 shares; 2025Q1: 20,328 shares; 2025Q2: 19,210 shares; 2025Q3: 17,754 shares; 2025Q4: 17,137 shares; 2026Q1: 16,906 shares; 2026Q2: 16,682 shares 16,682 $2.47M 0.19% -224 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: 32,839 shares; 2024Q4: 32,426 shares; 2025Q1: 30,162 shares; 2025Q2: 29,962 shares; 2025Q3: 29,217 shares; 2025Q4: 28,286 shares; 2026Q1: 28,105 shares; 2026Q2: 27,110 shares 27,110 $2.46M 0.19% -995 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: 24,916 shares; 2024Q4: 25,319 shares; 2025Q1: 21,349 shares; 2025Q2: 21,065 shares; 2025Q3: 20,897 shares; 2025Q4: 19,817 shares; 2026Q1: 19,887 shares; 2026Q2: 20,144 shares 20,144 $2.37M 0.18% +257 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: 12,140 shares; 2024Q4: 11,809 shares; 2025Q1: 9,741 shares; 2025Q2: 9,640 shares; 2025Q3: 8,985 shares; 2025Q4: 9,181 shares; 2026Q1: 9,039 shares; 2026Q2: 8,613 shares 8,613 $2.33M 0.18% -426 Timeline CAC CAMDEN NATL CORP More: the full row for CAMDEN NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,458 shares; 2024Q4: 45,551 shares; 2025Q1: 44,818 shares; 2025Q2: 44,434 shares; 2025Q3: 44,097 shares; 2025Q4: 43,618 shares; 2026Q1: 42,861 shares; 2026Q2: 42,941 shares 42,941 $2.33M 0.18% +80 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: 4,194 shares; 2024Q4: 4,182 shares; 2025Q1: 3,311 shares; 2025Q2: 3,311 shares; 2025Q3: 3,141 shares; 2025Q4: 3,004 shares; 2026Q1: 3,010 shares; 2026Q2: 3,053 shares 3,053 $2.28M 0.17% +43 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: 3,080 shares; 2024Q4: 2,709 shares; 2025Q1: 2,292 shares; 2025Q2: 2,271 shares; 2025Q3: 2,275 shares; 2025Q4: 2,153 shares; 2026Q1: 2,130 shares; 2026Q2: 2,121 shares 2,121 $2.26M 0.17% -9 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,442 shares; 2024Q4: 9,443 shares; 2025Q1: 9,444 shares; 2025Q2: 9,646 shares; 2025Q3: 9,647 shares; 2025Q4: 9,649 shares; 2026Q1: 9,650 shares; 2026Q2: 9,651 shares 9,651 $2.15M 0.16% +1 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: 8,008 shares; 2024Q4: 8,229 shares; 2025Q1: 7,785 shares; 2025Q2: 8,336 shares; 2025Q3: 8,190 shares; 2025Q4: 7,466 shares; 2026Q1: 8,197 shares; 2026Q2: 7,584 shares 7,584 $2.13M 0.16% -613 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: 21,034 shares; 2024Q4: 20,832 shares; 2025Q1: 16,517 shares; 2025Q2: 16,594 shares; 2025Q3: 16,657 shares; 2025Q4: 16,761 shares; 2026Q1: 16,893 shares; 2026Q2: 17,004 shares 17,004 $2M 0.15% +111 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: 29,764 shares; 2024Q4: 29,501 shares; 2025Q1: 27,153 shares; 2025Q2: 26,958 shares; 2025Q3: 27,005 shares; 2025Q4: 26,762 shares; 2026Q1: 26,760 shares; 2026Q2: 26,781 shares 26,781 $1.93M 0.15% +21 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,663 shares; 2024Q4: 215,856 shares; 2025Q1: 143,219 shares; 2025Q2: 143,601 shares; 2025Q3: 129,592 shares; 2025Q4: 131,452 shares; 2026Q1: 119,239 shares; 2026Q2: 107,978 shares 107,978 $1.8M 0.14% -11,261 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: 67,124 shares; 2024Q4: 69,944 shares; 2025Q1: 56,043 shares; 2025Q2: 50,284 shares; 2025Q3: 45,026 shares; 2025Q4: 36,041 shares; 2026Q1: 33,915 shares; 2026Q2: 31,644 shares 31,644 $1.79M 0.14% -2,271 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: 2,437 shares; 2024Q4: 2,343 shares; 2025Q1: 1,976 shares; 2025Q2: 2,624 shares; 2025Q3: 2,484 shares; 2025Q4: 2,481 shares; 2026Q1: 2,455 shares; 2026Q2: 2,380 shares 2,380 $1.75M 0.13% -75 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 13,320 shares; 2025Q4: 16,642 shares; 2026Q1: 16,958 shares; 2026Q2: 16,748 shares 16,748 $1.71M 0.13% -210 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,122 shares; 2024Q4: 4,128 shares; 2025Q1: 7,800 shares; 2025Q2: 7,807 shares; 2025Q3: 7,760 shares; 2025Q4: 7,320 shares; 2026Q1: 7,056 shares; 2026Q2: 7,061 shares 7,061 $1.68M 0.13% +5 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: 21,134 shares; 2024Q4: 20,992 shares; 2025Q1: 20,269 shares; 2025Q2: 19,891 shares; 2025Q3: 19,616 shares; 2025Q4: 18,748 shares; 2026Q1: 19,258 shares; 2026Q2: 18,727 shares 18,727 $1.64M 0.12% -531 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 71,425 shares; 2025Q3: 71,425 shares; 2025Q4: 62,535 shares; 2026Q1: 62,535 shares; 2026Q2: 62,535 shares 62,535 $1.6M 0.12% 0 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: 24,457 shares; 2024Q4: 23,836 shares; 2025Q1: 19,817 shares; 2025Q2: 19,810 shares; 2025Q3: 18,600 shares; 2025Q4: 16,772 shares; 2026Q1: 15,952 shares; 2026Q2: 15,505 shares 15,505 $1.58M 0.12% -447 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: 4,881 shares; 2024Q4: 5,233 shares; 2025Q1: 4,648 shares; 2025Q2: 4,676 shares; 2025Q3: 4,728 shares; 2025Q4: 4,705 shares; 2026Q1: 4,604 shares; 2026Q2: 4,489 shares 4,489 $1.58M 0.12% -115 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: 2,326 shares; 2024Q4: 2,327 shares; 2025Q1: 2,237 shares; 2025Q2: 2,292 shares; 2025Q3: 2,137 shares; 2025Q4: 2,063 shares; 2026Q1: 2,028 shares; 2026Q2: 2,039 shares 2,039 $1.53M 0.12% +11 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,888 shares; 2024Q4: 21,576 shares; 2025Q1: 17,673 shares; 2025Q2: 16,930 shares; 2025Q3: 15,508 shares; 2025Q4: 15,360 shares; 2026Q1: 15,252 shares; 2026Q2: 15,212 shares 15,212 $1.46M 0.11% -40 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: 17,993 shares; 2024Q4: 18,884 shares; 2025Q1: 17,384 shares; 2025Q2: 17,370 shares; 2025Q3: 17,352 shares; 2025Q4: 17,430 shares; 2026Q1: 17,676 shares; 2026Q2: 17,074 shares 17,074 $1.39M 0.1% -602 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: 11,144 shares; 2024Q4: 10,911 shares; 2025Q1: 12,040 shares; 2025Q2: 11,590 shares; 2025Q3: 11,127 shares; 2025Q4: 10,686 shares; 2026Q1: 10,302 shares; 2026Q2: 10,068 shares 10,068 $1.36M 0.1% -234 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,913 shares; 2024Q4: 6,059 shares; 2025Q1: 5,810 shares; 2025Q2: 5,740 shares; 2025Q3: 5,096 shares; 2025Q4: 5,024 shares; 2026Q1: 5,275 shares; 2026Q2: 3,913 shares 3,913 $1.33M 0.1% -1,362 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: 3,250 shares; 2024Q4: 3,252 shares; 2025Q1: 3,134 shares; 2025Q2: 3,164 shares; 2025Q3: 3,020 shares; 2025Q4: 3,023 shares; 2026Q1: 3,026 shares; 2026Q2: 3,131 shares 3,131 $1.33M 0.1% +105 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: 41,999 shares; 2024Q4: 41,755 shares; 2025Q1: 21,437 shares; 2025Q2: 20,705 shares; 2025Q3: 17,712 shares; 2025Q4: 15,730 shares; 2026Q1: 15,091 shares; 2026Q2: 8,489 shares 8,489 $1.33M 0.1% -6,602 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,175 shares; 2024Q4: 14,175 shares; 2025Q1: 14,203 shares; 2025Q2: 13,936 shares; 2025Q3: 13,148 shares; 2025Q4: 13,203 shares; 2026Q1: 12,778 shares; 2026Q2: 11,217 shares 11,217 $1.28M 0.1% -1,561 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,762 shares; 2024Q4: 82,644 shares; 2025Q1: 24,770 shares; 2025Q2: 21,828 shares; 2025Q3: 19,111 shares; 2025Q4: 16,056 shares; 2026Q1: 14,704 shares; 2026Q2: 12,436 shares 12,436 $1.27M 0.1% -2,268 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 3,868 shares; 2026Q1: 11,487 shares; 2026Q2: 12,719 shares 12,719 $1.27M 0.1% +1,232 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: 4,177 shares; 2025Q2: 11,879 shares; 2025Q3: 11,904 shares; 2025Q4: 4,111 shares; 2026Q1: 11,813 shares; 2026Q2: 11,847 shares 11,847 $1.23M 0.09% +34 Timeline VT 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: 15,011 shares; 2024Q4: 14,713 shares; 2025Q1: 8,602 shares; 2025Q2: 8,030 shares; 2025Q3: 7,229 shares; 2025Q4: 7,087 shares; 2026Q1: 7,055 shares; 2026Q2: 6,870 shares 6,870 $1.08M 0.08% -185 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,366 shares; 2024Q4: 106,773 shares; 2025Q1: 52,666 shares; 2025Q2: 7,273 shares; 2025Q3: 6,161 shares; 2025Q4: 6,419 shares; 2026Q1: 6,444 shares; 2026Q2: 6,640 shares 6,640 $1.05M 0.08% +196 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: 3,157 shares; 2024Q4: 3,152 shares; 2025Q1: 2,788 shares; 2025Q2: 2,675 shares; 2025Q3: 2,401 shares; 2025Q4: 1,754 shares; 2026Q1: 1,598 shares; 2026Q2: 1,618 shares 1,618 $1.03M 0.08% +20 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: 9,406 shares; 2024Q4: 10,320 shares; 2025Q1: 9,323 shares; 2025Q2: 6,583 shares; 2025Q3: 6,077 shares; 2025Q4: 5,754 shares; 2026Q1: 5,588 shares; 2026Q2: 5,364 shares 5,364 $1.02M 0.08% -224 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,506 shares; 2024Q4: 7,306 shares; 2025Q1: 7,066 shares; 2025Q2: 7,112 shares; 2025Q3: 6,587 shares; 2025Q4: 6,587 shares; 2026Q1: 6,455 shares; 2026Q2: 6,330 shares 6,330 $992K 0.07% -125 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,893 shares; 2024Q4: 29,553 shares; 2025Q1: 22,485 shares; 2025Q2: 20,920 shares; 2025Q3: 19,917 shares; 2025Q4: 18,980 shares; 2026Q1: 17,836 shares; 2026Q2: 17,056 shares 17,056 $987K 0.07% -780 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: 29,149 shares; 2024Q4: 29,845 shares; 2025Q1: 25,305 shares; 2025Q2: 22,596 shares; 2025Q3: 21,554 shares; 2025Q4: 18,044 shares; 2026Q1: 17,509 shares; 2026Q2: 17,080 shares 17,080 $984K 0.07% -429 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,379 shares; 2024Q4: 3,334 shares; 2025Q1: 2,121 shares; 2025Q2: 2,080 shares; 2025Q3: 1,843 shares; 2025Q4: 1,843 shares; 2026Q1: 1,816 shares; 2026Q2: 1,813 shares 1,813 $955K 0.07% -3 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,415 shares; 2024Q4: 3,421 shares; 2025Q1: 3,427 shares; 2025Q2: 3,433 shares; 2025Q3: 3,438 shares; 2025Q4: 3,443 shares; 2026Q1: 3,639 shares; 2026Q2: 3,628 shares 3,628 $945K 0.07% -11 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: 12,830 shares; 2024Q4: 6,571 shares; 2025Q1: 4,678 shares; 2025Q2: 4,012 shares; 2025Q3: 3,923 shares; 2025Q4: 3,816 shares; 2026Q1: 3,628 shares; 2026Q2: 3,696 shares 3,696 $941K 0.07% +68 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: 21,945 shares; 2024Q4: 17,973 shares; 2025Q1: 15,126 shares; 2025Q2: 13,251 shares; 2025Q3: 12,947 shares; 2025Q4: 10,759 shares; 2026Q1: 10,359 shares; 2026Q2: 9,648 shares 9,648 $929K 0.07% -711 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,884 shares; 2024Q4: 51,052 shares; 2025Q1: 48,338 shares; 2025Q2: 54,138 shares; 2025Q3: 51,408 shares; 2025Q4: 52,108 shares; 2026Q1: 51,378 shares; 2026Q2: 51,378 shares 51,378 $921K 0.07% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,907 shares; 2024Q4: 12,909 shares; 2025Q1: 12,617 shares; 2025Q2: 12,617 shares; 2025Q3: 12,605 shares; 2025Q4: 12,608 shares; 2026Q1: 12,610 shares; 2026Q2: 12,488 shares 12,488 $916K 0.07% -122 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,784 shares; 2024Q4: 1,786 shares; 2025Q1: 1,711 shares; 2025Q2: 1,729 shares; 2025Q3: 1,723 shares; 2025Q4: 1,728 shares; 2026Q1: 1,740 shares; 2026Q2: 10,452 shares 10,452 $900K 0.07% +8,712 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: 2,351 shares; 2024Q4: 2,359 shares; 2025Q1: 2,337 shares; 2025Q2: 2,295 shares; 2025Q3: 2,309 shares; 2025Q4: 2,323 shares; 2026Q1: 2,427 shares; 2026Q2: 2,444 shares 2,444 $885K 0.07% +17 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,189 shares; 2024Q4: 12,194 shares; 2025Q1: 9,523 shares; 2025Q2: 9,456 shares; 2025Q3: 9,318 shares; 2025Q4: 8,274 shares; 2026Q1: 7,553 shares; 2026Q2: 7,529 shares 7,529 $870K 0.07% -24 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: 6,777 shares; 2024Q4: 7,141 shares; 2025Q1: 5,662 shares; 2025Q2: 5,644 shares; 2025Q3: 5,596 shares; 2025Q4: 5,116 shares; 2026Q1: 4,635 shares; 2026Q2: 4,500 shares 4,500 $832K 0.06% -135 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: 2,145 shares; 2025Q1: 1,257 shares; 2025Q2: 1,129 shares; 2025Q3: 1,124 shares; 2025Q4: 1,063 shares; 2026Q1: 975 shares; 2026Q2: 846 shares 846 $813K 0.06% -129 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: 1,718 shares; 2024Q4: 1,619 shares; 2025Q1: 1,332 shares; 2025Q2: 1,410 shares; 2025Q3: 2,460 shares; 2025Q4: 31,275 shares; 2026Q1: 32,512 shares; 2026Q2: 11,226 shares 11,226 $802K 0.06% -21,286 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: 4,498 shares; 2024Q4: 4,381 shares; 2025Q1: 2,339 shares; 2025Q2: 2,207 shares; 2025Q3: 1,974 shares; 2025Q4: 1,847 shares; 2026Q1: 1,828 shares; 2026Q2: 1,572 shares 1,572 $801K 0.06% -256 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: 468 shares; 2026Q2: 674 shares 674 $792K 0.06% +206 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: 1,647 shares; 2024Q4: 1,834 shares; 2025Q1: 3,456 shares; 2025Q2: 3,612 shares; 2025Q3: 4,028 shares; 2025Q4: 4,095 shares; 2026Q1: 4,269 shares; 2026Q2: 1,533 shares 1,533 $787K 0.06% -2,736 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 2,301 shares; 2025Q1: 2,297 shares; 2025Q2: 2,298 shares; 2025Q3: 2,299 shares; 2025Q4: 2,300 shares; 2026Q1: 2,301 shares; 2026Q2: 2,304 shares 2,304 $785K 0.06% +3 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: 18,126 shares; 2024Q4: 19,021 shares; 2025Q1: 18,209 shares; 2025Q2: 19,973 shares; 2025Q3: 19,866 shares; 2025Q4: 17,490 shares; 2026Q1: 18,692 shares; 2026Q2: 18,508 shares 18,508 $784K 0.06% -184 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: 2,542 shares; 2024Q4: 2,542 shares; 2025Q1: 1,988 shares; 2025Q2: 1,988 shares; 2025Q3: 1,732 shares; 2025Q4: 8,579 shares; 2026Q1: 8,497 shares; 2026Q2: 7,776 shares 7,776 $772K 0.06% -721 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.06% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,061 shares; 2024Q4: 2,321 shares; 2025Q1: 2,290 shares; 2025Q2: 2,300 shares; 2025Q3: 3,289 shares; 2025Q4: 1,849 shares; 2026Q1: 3,503 shares; 2026Q2: 3,520 shares 3,520 $736K 0.06% +17 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,554 shares; 2024Q4: 7,839 shares; 2025Q1: 7,078 shares; 2025Q2: 7,008 shares; 2025Q3: 7,010 shares; 2025Q4: 6,965 shares; 2026Q1: 6,967 shares; 2026Q2: 6,969 shares 6,969 $724K 0.05% +2 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,677 shares; 2024Q4: 13,621 shares; 2025Q1: 12,823 shares; 2025Q2: 12,836 shares; 2025Q3: 10,879 shares; 2025Q4: 10,902 shares; 2026Q1: 10,915 shares; 2026Q2: 10,572 shares 10,572 $717K 0.05% -343 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,983 shares; 2026Q2: 1,887 shares 1,887 $705K 0.05% -96 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: 4,669 shares; 2024Q4: 4,651 shares; 2025Q1: 4,333 shares; 2025Q2: 4,336 shares; 2025Q3: 4,169 shares; 2025Q4: 4,170 shares; 2026Q1: 4,242 shares; 2026Q2: 4,118 shares 4,118 $696K 0.05% -124 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: 13,614 shares; 2024Q4: 13,991 shares; 2025Q1: 9,852 shares; 2025Q2: 9,878 shares; 2025Q3: 9,752 shares; 2025Q4: 8,473 shares; 2026Q1: 7,627 shares; 2026Q2: 6,828 shares 6,828 $654K 0.05% -799 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,889 shares; 2025Q3: 12,894 shares; 2025Q4: 12,898 shares; 2026Q1: 12,903 shares; 2026Q2: 13,524 shares 13,524 $643K 0.05% +621 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: 4,600 shares; 2024Q4: 4,862 shares; 2025Q1: 6,316 shares; 2025Q2: 4,321 shares; 2025Q3: 1,833 shares; 2025Q4: 1,712 shares; 2026Q1: 1,619 shares; 2026Q2: 1,530 shares 1,530 $636K 0.05% -89 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,072 shares; 2024Q4: 29,842 shares; 2025Q1: 26,088 shares; 2025Q2: 26,138 shares; 2025Q3: 23,593 shares; 2025Q4: 17,804 shares; 2026Q1: 16,802 shares; 2026Q2: 16,621 shares 16,621 $628K 0.05% -181 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,226 shares; 2024Q4: 6,238 shares; 2025Q1: 5,691 shares; 2025Q2: 6,035 shares; 2025Q3: 5,887 shares; 2025Q4: 4,853 shares; 2026Q1: 4,858 shares; 2026Q2: 4,879 shares 4,879 $616K 0.05% +21 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,473 shares; 2025Q3: 15,058 shares; 2025Q4: 15,094 shares; 2026Q1: 15,916 shares; 2026Q2: 15,957 shares 15,957 $586K 0.04% +41 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,494 shares; 2024Q4: 3,494 shares; 2025Q1: 3,430 shares; 2025Q2: 3,430 shares; 2025Q3: 3,430 shares; 2025Q4: 3,430 shares; 2026Q1: 3,430 shares; 2026Q2: 3,435 shares 3,435 $583K 0.04% +5 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,848 shares; 2024Q4: 6,866 shares; 2025Q1: 6,884 shares; 2025Q2: 7,067 shares; 2025Q3: 6,970 shares; 2025Q4: 6,988 shares; 2026Q1: 7,008 shares; 2026Q2: 7,029 shares 7,029 $581K 0.04% +21 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: 7,728 shares; 2024Q4: 22,976 shares; 2025Q1: 22,976 shares; 2025Q2: 18,597 shares; 2025Q3: 18,597 shares; 2025Q4: 19,554 shares; 2026Q1: 19,557 shares; 2026Q2: 19,559 shares 19,559 $576K 0.04% +2 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: 772 shares; 2026Q2: 778 shares 778 $562K 0.04% +6 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,891 shares; 2024Q4: 2,944 shares; 2025Q1: 2,285 shares; 2025Q2: 2,285 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares; 2026Q1: 2,283 shares; 2026Q2: 2,304 shares 2,304 $558K 0.04% +21 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,700 shares; 2025Q1: 3,008 shares; 2025Q2: 2,785 shares; 2025Q3: 2,647 shares; 2025Q4: 2,530 shares; 2026Q1: 2,517 shares; 2026Q2: 2,514 shares 2,514 $554K 0.04% -3 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,221 shares; 2024Q4: 3,239 shares; 2025Q1: 3,112 shares; 2025Q2: 3,195 shares; 2025Q3: 3,212 shares; 2025Q4: 3,063 shares; 2026Q1: 2,503 shares; 2026Q2: 2,515 shares 2,515 $548K 0.04% +12 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: 1,932 shares; 2024Q4: 1,936 shares; 2025Q1: 1,450 shares; 2025Q2: 1,493 shares; 2025Q3: 1,495 shares; 2025Q4: 1,500 shares; 2026Q1: 1,502 shares; 2026Q2: 1,800 shares 1,800 $546K 0.04% +298 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,931 shares; 2024Q4: 3,910 shares; 2025Q1: 2,444 shares; 2025Q2: 2,398 shares; 2025Q3: 2,209 shares; 2025Q4: 2,106 shares; 2026Q1: 2,066 shares; 2026Q2: 2,028 shares 2,028 $537K 0.04% -38 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: 2,651 shares; 2025Q1: 2,651 shares; 2025Q2: 2,620 shares; 2025Q3: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 2,626 shares; 2026Q2: 2,595 shares 2,595 $532K 0.04% -31 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: 1,126 shares; 2024Q4: 1,341 shares; 2025Q1: 1,320 shares; 2025Q2: 1,071 shares; 2025Q3: 1,071 shares; 2025Q4: 1,072 shares; 2026Q1: 1,072 shares; 2026Q2: 1,073 shares 1,073 $527K 0.04% +1 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: 3,550 shares; 2024Q4: 2,329 shares; 2025Q1: 2,307 shares; 2025Q2: 2,147 shares; 2025Q3: 1,953 shares; 2025Q4: 1,936 shares; 2026Q1: 1,939 shares; 2026Q2: 1,917 shares 1,917 $522K 0.04% -22 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,713 shares; 2024Q4: 6,732 shares; 2025Q1: 5,462 shares; 2025Q2: 5,719 shares; 2025Q3: 5,746 shares; 2025Q4: 5,770 shares; 2026Q1: 5,795 shares; 2026Q2: 5,818 shares 5,818 $520K 0.04% +23 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: 14,088 shares; 2024Q4: 15,575 shares; 2025Q1: 14,330 shares; 2025Q2: 13,470 shares; 2025Q3: 12,605 shares; 2025Q4: 10,586 shares; 2026Q1: 7,561 shares; 2026Q2: 7,761 shares 7,761 $477K 0.04% +200 Timeline PKW 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: 5,145 shares; 2024Q4: 5,148 shares; 2025Q1: 3,231 shares; 2025Q2: 3,233 shares; 2025Q3: 3,234 shares; 2025Q4: 3,235 shares; 2026Q1: 3,236 shares; 2026Q2: 3,237 shares 3,237 $459K 0.03% +1 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,772 shares; 2024Q4: 5,772 shares; 2025Q1: 5,772 shares; 2025Q2: 5,772 shares; 2025Q3: 5,772 shares; 2025Q4: 5,801 shares; 2026Q1: 5,801 shares; 2026Q2: 5,806 shares 5,806 $458K 0.03% +5 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: 1,757 shares; 2024Q4: 1,790 shares; 2025Q1: 1,396 shares; 2025Q2: 1,380 shares; 2025Q3: 1,371 shares; 2025Q4: 2,617 shares; 2026Q1: 2,438 shares; 2026Q2: 2,367 shares 2,367 $451K 0.03% -71 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,797 shares; 2025Q3: 1,799 shares; 2025Q4: not reported; 2026Q1: 1,801 shares; 2026Q2: 1,869 shares 1,869 $445K 0.03% +68 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: 11,516 shares; 2024Q4: 11,525 shares; 2025Q1: 12,498 shares; 2025Q2: 21,073 shares; 2025Q3: 21,110 shares; 2025Q4: 12,469 shares; 2026Q1: 21,048 shares; 2026Q2: 21,073 shares 21,073 $436K 0.03% +25 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,189 shares; 2024Q4: 6,190 shares; 2025Q1: 6,141 shares; 2025Q2: 6,141 shares; 2025Q3: 6,142 shares; 2025Q4: 6,143 shares; 2026Q1: 6,143 shares; 2026Q2: 6,074 shares 6,074 $435K 0.03% -69 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: 1,664 shares; 2026Q2: 1,665 shares 1,665 $425K 0.03% +1 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,139 shares; 2024Q4: 3,144 shares; 2025Q1: 3,148 shares; 2025Q2: 3,087 shares; 2025Q3: 3,020 shares; 2025Q4: 2,903 shares; 2026Q1: 2,905 shares; 2026Q2: 2,886 shares 2,886 $417K 0.03% -19 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,599 shares; 2024Q4: 5,534 shares; 2025Q1: 4,598 shares; 2025Q2: 4,601 shares; 2025Q3: 4,352 shares; 2025Q4: 4,006 shares; 2026Q1: 4,108 shares; 2026Q2: 4,109 shares 4,109 $404K 0.03% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,199 shares; 2025Q2: 1,199 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,201 shares; 2026Q2: 1,202 shares 1,202 $397K 0.03% +1 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: 1,641 shares; 2024Q4: 1,642 shares; 2025Q1: 1,192 shares; 2025Q2: 1,193 shares; 2025Q3: 1,179 shares; 2025Q4: 1,180 shares; 2026Q1: 1,151 shares; 2026Q2: 1,155 shares 1,155 $391K 0.03% +4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,676 shares; 2024Q4: 8,811 shares; 2025Q1: 7,947 shares; 2025Q2: 5,638 shares; 2025Q3: 5,607 shares; 2025Q4: 5,328 shares; 2026Q1: 5,046 shares; 2026Q2: 4,566 shares 4,566 $386K 0.03% -480 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: 3,463 shares; 2024Q4: 3,481 shares; 2025Q1: 3,096 shares; 2025Q2: 3,143 shares; 2025Q3: 3,079 shares; 2025Q4: 3,087 shares; 2026Q1: 2,985 shares; 2026Q2: 2,997 shares 2,997 $379K 0.03% +12 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,379 shares; 2024Q4: not reported; 2025Q1: 3,547 shares; 2025Q2: 3,561 shares; 2025Q3: 3,467 shares; 2025Q4: 3,412 shares; 2026Q1: 3,277 shares; 2026Q2: 3,114 shares 3,114 $378K 0.03% -163 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 2,007 shares; 2025Q1: 2,012 shares; 2025Q2: 2,012 shares; 2025Q3: 1,589 shares; 2025Q4: 1,597 shares; 2026Q1: 1,572 shares; 2026Q2: 1,576 shares 1,576 $373K 0.03% +4 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,600 shares; 2024Q4: 8,616 shares; 2025Q1: 8,116 shares; 2025Q2: 7,933 shares; 2025Q3: 11,158 shares; 2025Q4: 10,643 shares; 2026Q1: 10,661 shares; 2026Q2: 10,678 shares 10,678 $372K 0.03% +17 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: 1,281 shares; 2024Q4: 1,290 shares; 2025Q1: 1,095 shares; 2025Q2: 1,082 shares; 2025Q3: 1,089 shares; 2025Q4: 1,096 shares; 2026Q1: 1,162 shares; 2026Q2: 726 shares 726 $370K 0.03% -436 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,036 shares; 2024Q4: 11,935 shares; 2025Q1: 7,166 shares; 2025Q2: 6,378 shares; 2025Q3: 5,157 shares; 2025Q4: 3,558 shares; 2026Q1: 3,438 shares; 2026Q2: 3,364 shares 3,364 $363K 0.03% -74 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,488 shares; 2024Q4: 1,423 shares; 2025Q1: 1,412 shares; 2025Q2: 1,404 shares; 2025Q3: 1,343 shares; 2025Q4: 1,344 shares; 2026Q1: 1,454 shares; 2026Q2: 1,495 shares 1,495 $357K 0.03% +41 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: 2,559 shares; 2024Q4: 2,571 shares; 2025Q1: 1,839 shares; 2025Q2: 1,847 shares; 2025Q3: 1,854 shares; 2025Q4: 1,781 shares; 2026Q1: 1,788 shares; 2026Q2: 1,367 shares 1,367 $349K 0.03% -421 Timeline PJP 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: 3,328 shares; 2024Q4: 3,334 shares; 2025Q1: 3,267 shares; 2025Q2: 3,273 shares; 2025Q3: 3,278 shares; 2025Q4: 3,282 shares; 2026Q1: 2,938 shares; 2026Q2: 2,942 shares 2,942 $349K 0.03% +4 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: not reported; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 3,121 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,763 shares; 2026Q2: 3,334 shares 3,334 $346K 0.03% +571 Timeline ILCV 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: 5,250 shares; 2025Q1: 3,165 shares; 2025Q2: 3,180 shares; 2025Q3: 3,195 shares; 2025Q4: 3,211 shares; 2026Q1: 3,224 shares; 2026Q2: 3,236 shares 3,236 $328K 0.02% +12 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,003 shares; 2024Q4: 11,909 shares; 2025Q1: 11,491 shares; 2025Q2: 12,204 shares; 2025Q3: 12,174 shares; 2025Q4: 10,542 shares; 2026Q1: 12,839 shares; 2026Q2: 12,851 shares 12,851 $315K 0.02% +12 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,466 shares; 2024Q4: 1,474 shares; 2025Q1: 1,479 shares; 2025Q2: 1,324 shares; 2025Q3: 1,333 shares; 2025Q4: not reported; 2026Q1: 1,037 shares; 2026Q2: 1,044 shares 1,044 $311K 0.02% +7 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,664 shares; 2025Q2: 2,664 shares; 2025Q3: 2,664 shares; 2025Q4: 2,664 shares; 2026Q1: 2,584 shares; 2026Q2: 2,589 shares 2,589 $304K 0.02% +5 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 423 shares; 2026Q2: 425 shares 425 $303K 0.02% +2 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,461 shares; 2025Q3: 5,779 shares; 2025Q4: 5,200 shares; 2026Q1: 5,600 shares; 2026Q2: 5,700 shares 5,700 $298K 0.02% +100 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,015 shares; 2024Q4: 1,230 shares; 2025Q1: 1,015 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $295K 0.02% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,092 shares; 2024Q4: 3,159 shares; 2025Q1: 3,178 shares; 2025Q2: 3,190 shares; 2025Q3: 3,168 shares; 2025Q4: 3,055 shares; 2026Q1: 3,155 shares; 2026Q2: 3,355 shares 3,355 $292K 0.02% +200 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: 1,771 shares; 2024Q4: 1,772 shares; 2025Q1: 1,774 shares; 2025Q2: 1,775 shares; 2025Q3: 1,776 shares; 2025Q4: 1,777 shares; 2026Q1: 1,778 shares; 2026Q2: 1,785 shares 1,785 $289K 0.02% +7 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: not reported; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $289K 0.02% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,917 shares; 2024Q4: 5,935 shares; 2025Q1: 3,716 shares; 2025Q2: 2,973 shares; 2025Q3: 2,973 shares; 2025Q4: 2,567 shares; 2026Q1: 2,567 shares; 2026Q2: 3,016 shares 3,016 $288K 0.02% +449 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,571 shares 3,571 $288K 0.02% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,938 shares; 2026Q1: 1,892 shares; 2026Q2: 2,014 shares 2,014 $282K 0.02% +122 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 1,723 shares; 2025Q3: 1,726 shares; 2025Q4: 1,729 shares; 2026Q1: 1,732 shares; 2026Q2: 1,735 shares 1,735 $277K 0.02% +3 Timeline PAVE 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: 7,183 shares; 2024Q4: 7,146 shares; 2025Q1: 6,314 shares; 2025Q2: not reported; 2025Q3: 4,534 shares; 2025Q4: 4,534 shares; 2026Q1: 4,539 shares; 2026Q2: 4,539 shares 4,539 $267K 0.02% 0 Timeline XLRE 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: 447,698 shares; 2025Q1: 586,531 shares; 2025Q2: 605,108 shares; 2025Q3: 686,448 shares; 2025Q4: 19,523 shares; 2026Q1: 15,172 shares; 2026Q2: 5,962 shares 5,962 $263K 0.02% -9,210 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: 1,242 shares; 2024Q4: 1,243 shares; 2025Q1: 1,244 shares; 2025Q2: 1,245 shares; 2025Q3: 1,247 shares; 2025Q4: 1,248 shares; 2026Q1: 1,174 shares; 2026Q2: 1,175 shares 1,175 $262K 0.02% +1 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,151 shares; 2024Q4: 4,151 shares; 2025Q1: 4,151 shares; 2025Q2: 4,151 shares; 2025Q3: 4,152 shares; 2025Q4: 4,152 shares; 2026Q1: 4,000 shares; 2026Q2: 4,015 shares 4,015 $258K 0.02% +15 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: 1,070 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,245 shares; 2025Q3: 1,101 shares; 2025Q4: 1,107 shares; 2026Q1: 1,107 shares; 2026Q2: 1,120 shares 1,120 $254K 0.02% +13 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,628 shares; 2024Q4: 14,628 shares; 2025Q1: 14,628 shares; 2025Q2: 14,628 shares; 2025Q3: 14,628 shares; 2025Q4: 14,628 shares; 2026Q1: 13,628 shares; 2026Q2: 12,851 shares 12,851 $253K 0.02% -777 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: 3,549 shares; 2024Q4: 3,557 shares; 2025Q1: 3,290 shares; 2025Q2: 2,853 shares; 2025Q3: 2,859 shares; 2025Q4: 5,730 shares; 2026Q1: 5,740 shares; 2026Q2: 4,700 shares 4,700 $250K 0.02% -1,040 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,532 shares; 2024Q4: 50,040 shares; 2025Q1: 37,829 shares; 2025Q2: 33,958 shares; 2025Q3: 25,602 shares; 2025Q4: 15,957 shares; 2026Q1: 12,667 shares; 2026Q2: 7,166 shares 7,166 $248K 0.02% -5,501 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,453 shares; 2024Q4: 18,480 shares; 2025Q1: 17,169 shares; 2025Q2: 19,726 shares; 2025Q3: 25,223 shares; 2025Q4: 36,684 shares; 2026Q1: 31,632 shares; 2026Q2: 30,910 shares 30,910 $247K 0.02% -722 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 904 shares 904 $241K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,276 shares; 2025Q4: not reported; 2026Q1: 1,443 shares; 2026Q2: 1,199 shares 1,199 $241K 0.02% -244 Timeline UCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,649 shares; 2024Q4: 12,019 shares; 2025Q1: 10,591 shares; 2025Q2: 10,339 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,241 shares; 2026Q2: 7,286 shares 7,286 $240K 0.02% -955 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,323 shares; 2024Q4: 2,303 shares; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares; 2026Q2: 1,841 shares 1,841 $229K 0.02% +14 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares 767 $229K 0.02% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,934 shares 1,934 $227K 0.02% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,601 shares; 2024Q4: 2,610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,638 shares 1,638 $224K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 973 shares; 2024Q4: 952 shares; 2025Q1: 908 shares; 2025Q2: 852 shares; 2025Q3: 856 shares; 2025Q4: 820 shares; 2026Q1: 808 shares; 2026Q2: 812 shares 812 $224K 0.02% +4 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,738 shares; 2024Q4: 7,699 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,637 shares 4,637 $222K 0.02% new Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,792 shares; 2024Q4: 6,810 shares; 2025Q1: 3,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,410 shares 2,410 $221K 0.02% new 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: 471 shares; 2024Q4: 462 shares; 2025Q1: 447 shares; 2025Q2: 451 shares; 2025Q3: 354 shares; 2025Q4: 315 shares; 2026Q1: 256 shares; 2026Q2: 234 shares 234 $218K 0.02% -22 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 841 shares; 2025Q1: 789 shares; 2025Q2: 790 shares; 2025Q3: 627 shares; 2025Q4: 635 shares; 2026Q1: 629 shares; 2026Q2: 631 shares 631 $217K 0.02% +2 Timeline XHE 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: 11,672 shares; 2024Q4: 11,672 shares; 2025Q1: 5,115 shares; 2025Q2: 4,921 shares; 2025Q3: 4,189 shares; 2025Q4: 3,215 shares; 2026Q1: 2,834 shares; 2026Q2: 2,565 shares 2,565 $216K 0.02% -269 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,757 shares; 2025Q2: 2,432 shares; 2025Q3: 2,295 shares; 2025Q4: 2,301 shares; 2026Q1: 2,289 shares; 2026Q2: 1,254 shares 1,254 $206K 0.02% -1,035 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: 871 shares; 2024Q4: 996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 559 shares 559 $204K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,798 shares; 2024Q4: not reported; 2025Q1: 1,799 shares; 2025Q2: 1,800 shares; 2025Q3: 1,801 shares; 2025Q4: 1,519 shares; 2026Q1: 1,520 shares; 2026Q2: 1,526 shares 1,526 $202K 0.02% +6 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: 1,948 shares; 2024Q4: 1,728 shares; 2025Q1: 1,593 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $202K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 741 shares; 2026Q2: 742 shares 742 $168K 0.01% +1 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,651 shares 2,651 $24.9K <0.01% new Timeline