OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 177,923 shares; 2025Q1: 209,840 shares; 2025Q2: 260,316 shares; 2025Q3: 223,133 shares; 2025Q4: 250,171 shares; 2026Q1: 251,126 shares; 2026Q2: 252,565 shares 252,565 $12.1M 6.1% +1,439 Timeline OACP UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 319,167 shares; 2025Q1: 357,868 shares; 2025Q2: 353,929 shares; 2025Q3: 373,884 shares; 2025Q4: 437,552 shares; 2026Q1: 415,648 shares; 2026Q2: 435,281 shares 435,281 $9.89M 4.99% +19,633 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,335 shares; 2025Q2: 1,738 shares; 2025Q3: 2,139 shares; 2025Q4: 3,139 shares; 2026Q1: 3,150 shares; 2026Q2: 12,431 shares 12,431 $8.54M 4.31% +9,281 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: not loaded; 2024Q4: 45,372 shares; 2025Q1: 42,940 shares; 2025Q2: 55,659 shares; 2025Q3: 54,935 shares; 2025Q4: 134,813 shares; 2026Q1: 135,446 shares; 2026Q2: 110,315 shares 110,315 $5.86M 2.96% -25,131 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,898 shares; 2026Q1: 45,898 shares; 2026Q2: 74,720 shares 74,720 $5.72M 2.89% +28,822 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: not loaded; 2024Q4: 7,563 shares; 2025Q1: 11,546 shares; 2025Q2: 9,923 shares; 2025Q3: 10,118 shares; 2025Q4: 15,343 shares; 2026Q1: 19,144 shares; 2026Q2: 27,837 shares 27,837 $5.57M 2.81% +8,693 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,962 shares; 2026Q2: 62,138 shares 62,138 $4.43M 2.23% +57,176 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,309 shares; 2025Q1: 2,406 shares; 2025Q2: 3,942 shares; 2025Q3: 3,673 shares; 2025Q4: 6,376 shares; 2026Q1: 6,478 shares; 2026Q2: 8,783 shares 8,783 $4.19M 2.12% +2,305 Timeline OAEM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,699 shares; 2025Q1: 54,551 shares; 2025Q2: 65,559 shares; 2025Q3: 64,098 shares; 2025Q4: 77,368 shares; 2026Q1: 80,190 shares; 2026Q2: 76,923 shares 76,923 $3.84M 1.94% -3,267 Timeline VXF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,607 shares; 2026Q2: 15,538 shares 15,538 $3.83M 1.93% +13,931 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: not loaded; 2024Q4: 3,350 shares; 2025Q1: 12,736 shares; 2025Q2: 6,450 shares; 2025Q3: 6,579 shares; 2025Q4: 7,103 shares; 2026Q1: 7,883 shares; 2026Q2: 9,709 shares 9,709 $3.62M 1.83% +1,826 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: not loaded; 2024Q4: 2,563 shares; 2025Q1: 5,936 shares; 2025Q2: 5,952 shares; 2025Q3: 5,880 shares; 2025Q4: 6,852 shares; 2026Q1: 8,229 shares; 2026Q2: 9,960 shares 9,960 $3.56M 1.8% +1,731 Timeline OALC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,022 shares; 2025Q1: 123,807 shares; 2025Q2: 120,213 shares; 2025Q3: 130,736 shares; 2025Q4: 124,155 shares; 2026Q1: 117,615 shares; 2026Q2: 85,432 shares 85,432 $3.51M 1.77% -32,183 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: not loaded; 2024Q4: 1,216 shares; 2025Q1: 4,829 shares; 2025Q2: 4,945 shares; 2025Q3: 5,038 shares; 2025Q4: 6,513 shares; 2026Q1: 7,837 shares; 2026Q2: 9,117 shares 9,117 $3.44M 1.74% +1,280 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: not loaded; 2024Q4: 3,087 shares; 2025Q1: 12,542 shares; 2025Q2: 6,566 shares; 2025Q3: 6,687 shares; 2025Q4: 7,805 shares; 2026Q1: 8,884 shares; 2026Q2: 10,243 shares 10,243 $2.44M 1.23% +1,359 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: not loaded; 2024Q4: 1,218 shares; 2025Q1: 4,392 shares; 2025Q2: 5,539 shares; 2025Q3: 4,635 shares; 2025Q4: 5,581 shares; 2026Q1: 6,515 shares; 2026Q2: 6,891 shares 6,891 $2.43M 1.23% +376 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,760 shares; 2025Q4: 52,448 shares; 2026Q1: 55,738 shares; 2026Q2: 86,560 shares 86,560 $2.42M 1.22% +30,822 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,100 shares; 2025Q4: 44,890 shares; 2026Q1: 51,039 shares; 2026Q2: 83,379 shares 83,379 $1.82M 0.92% +32,340 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: not loaded; 2024Q4: 2,395 shares; 2025Q1: 9,818 shares; 2025Q2: 4,059 shares; 2025Q3: 3,934 shares; 2025Q4: 4,029 shares; 2026Q1: 4,499 shares; 2026Q2: 6,117 shares 6,117 $1.77M 0.89% +1,618 Timeline CLOB 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,499 shares; 2026Q2: 34,317 shares 34,317 $1.73M 0.87% +27,818 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: not loaded; 2024Q4: not reported; 2025Q1: 12,569 shares; 2025Q2: 17,130 shares; 2025Q3: 16,346 shares; 2025Q4: 16,423 shares; 2026Q1: 16,976 shares; 2026Q2: 17,887 shares 17,887 $1.73M 0.87% +911 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,498 shares; 2025Q2: 3,148 shares; 2025Q3: 3,074 shares; 2025Q4: 3,599 shares; 2026Q1: 3,816 shares; 2026Q2: 4,081 shares 4,081 $1.72M 0.87% +265 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 44,921 shares; 2025Q2: 45,057 shares; 2025Q3: 35,791 shares; 2025Q4: 37,740 shares; 2026Q1: 37,909 shares; 2026Q2: 34,133 shares 34,133 $1.56M 0.79% -3,776 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: not loaded; 2024Q4: 3,020 shares; 2025Q1: 2,868 shares; 2025Q2: 2,777 shares; 2025Q3: 2,682 shares; 2025Q4: 4,025 shares; 2026Q1: 5,263 shares; 2026Q2: 4,629 shares 4,629 $1.52M 0.76% -634 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 840 shares; 2026Q2: 1,233 shares 1,233 $1.42M 0.72% +393 Timeline OASC UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,645 shares; 2025Q2: 22,494 shares; 2025Q3: 37,759 shares; 2025Q4: 49,766 shares; 2026Q1: 52,020 shares; 2026Q2: 39,518 shares 39,518 $1.42M 0.72% -12,502 Timeline RYLD 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,936 shares; 2025Q4: 56,595 shares; 2026Q1: 61,951 shares; 2026Q2: 86,866 shares 86,866 $1.39M 0.7% +24,915 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,775 shares; 2025Q4: 18,219 shares; 2026Q1: 19,688 shares; 2026Q2: 26,782 shares 26,782 $1.39M 0.7% +7,094 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,900 shares; 2025Q4: 76,540 shares; 2026Q1: 71,831 shares; 2026Q2: 49,721 shares 49,721 $1.38M 0.7% -22,110 Timeline CLOI 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,520 shares; 2025Q4: 14,412 shares; 2026Q1: 13,437 shares; 2026Q2: 25,591 shares 25,591 $1.36M 0.68% +12,154 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 1,755 shares; 2025Q4: 1,778 shares; 2026Q1: 1,950 shares; 2026Q2: 2,314 shares 2,314 $1.34M 0.68% +364 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,058 shares; 2025Q1: 4,262 shares; 2025Q2: 1,864 shares; 2025Q3: 1,844 shares; 2025Q4: 2,010 shares; 2026Q1: 2,098 shares; 2026Q2: 2,547 shares 2,547 $1.27M 0.64% +449 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: not loaded; 2024Q4: 954 shares; 2025Q1: 1,659 shares; 2025Q2: 1,641 shares; 2025Q3: 1,614 shares; 2025Q4: 1,902 shares; 2026Q1: 2,011 shares; 2026Q2: 2,411 shares 2,411 $1.24M 0.63% +400 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: not loaded; 2024Q4: 2,321 shares; 2025Q1: 18,122 shares; 2025Q2: 8,793 shares; 2025Q3: 8,109 shares; 2025Q4: 8,894 shares; 2026Q1: 9,209 shares; 2026Q2: 10,781 shares 10,781 $1.22M 0.62% +1,572 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 362 shares; 2025Q4: 357 shares; 2026Q1: 380 shares; 2026Q2: 3,862 shares 3,862 $1.17M 0.59% +3,482 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 468 shares; 2026Q1: 438 shares; 2026Q2: 585 shares 585 $1.16M 0.59% +147 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: not loaded; 2024Q4: 5,980 shares; 2025Q1: 6,199 shares; 2025Q2: 6,848 shares; 2025Q3: 7,127 shares; 2025Q4: 8,035 shares; 2026Q1: 8,730 shares; 2026Q2: 8,449 shares 8,449 $1.16M 0.58% -281 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: not loaded; 2024Q4: not reported; 2025Q1: 4,486 shares; 2025Q2: 5,128 shares; 2025Q3: 5,763 shares; 2025Q4: 6,394 shares; 2026Q1: 6,190 shares; 2026Q2: 9,660 shares 9,660 $1.13M 0.57% +3,470 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: not loaded; 2024Q4: 431 shares; 2025Q1: 916 shares; 2025Q2: 535 shares; 2025Q3: 551 shares; 2025Q4: 635 shares; 2026Q1: 717 shares; 2026Q2: 936 shares 936 $1.12M 0.57% +219 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,458 shares; 2025Q1: 1,961 shares; 2025Q2: 2,058 shares; 2025Q3: 2,010 shares; 2025Q4: 2,473 shares; 2026Q1: 2,652 shares; 2026Q2: 3,151 shares 3,151 $1.08M 0.55% +499 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: not loaded; 2024Q4: 1,118 shares; 2025Q1: 2,758 shares; 2025Q2: 1,564 shares; 2025Q3: 1,578 shares; 2025Q4: 2,157 shares; 2026Q1: 2,450 shares; 2026Q2: 3,046 shares 3,046 $1.07M 0.54% +596 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,538 shares; 2025Q4: 1,923 shares; 2026Q1: 1,957 shares; 2026Q2: 2,379 shares 2,379 $1.03M 0.52% +422 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,478 shares 16,478 $984K 0.5% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 985 shares; 2025Q4: 1,032 shares; 2026Q1: 1,281 shares; 2026Q2: 1,357 shares 1,357 $981K 0.5% +76 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,325 shares; 2025Q4: 2,300 shares; 2026Q1: 2,585 shares; 2026Q2: 2,262 shares 2,262 $940K 0.47% -323 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 388 shares; 2026Q2: 871 shares 871 $928K 0.47% +483 Timeline SPHQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,957 shares; 2025Q3: 6,657 shares; 2025Q4: 7,495 shares; 2026Q1: 7,784 shares; 2026Q2: 10,157 shares 10,157 $915K 0.46% +2,373 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: not loaded; 2024Q4: not reported; 2025Q1: 2,926 shares; 2025Q2: 1,511 shares; 2025Q3: 1,486 shares; 2025Q4: 2,086 shares; 2026Q1: 3,190 shares; 2026Q2: 6,117 shares 6,117 $897K 0.45% +2,927 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: not loaded; 2024Q4: 3,465 shares; 2025Q1: 7,968 shares; 2025Q2: 4,162 shares; 2025Q3: 4,248 shares; 2025Q4: 5,483 shares; 2026Q1: 5,043 shares; 2026Q2: 11,033 shares 11,033 $897K 0.45% +5,990 Timeline DFAC 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 loaded; 2024Q4: not reported; 2025Q1: 86,479 shares; 2025Q2: 86,479 shares; 2025Q3: 86,479 shares; 2025Q4: 86,678 shares; 2026Q1: 47,786 shares; 2026Q2: 19,913 shares 19,913 $883K 0.45% -27,873 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 60,620 shares; 2025Q2: 60,620 shares; 2025Q3: 60,620 shares; 2025Q4: 60,900 shares; 2026Q1: 21,566 shares; 2026Q2: 18,986 shares 18,986 $878K 0.44% -2,580 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,418 shares; 2025Q1: 33,994 shares; 2025Q2: 35,159 shares; 2025Q3: 28,943 shares; 2025Q4: 30,960 shares; 2026Q1: 25,912 shares; 2026Q2: 26,166 shares 26,166 $860K 0.43% +254 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: not loaded; 2024Q4: 1,754 shares; 2025Q1: 2,894 shares; 2025Q2: 1,356 shares; 2025Q3: 1,274 shares; 2025Q4: 1,815 shares; 2026Q1: 2,082 shares; 2026Q2: 3,010 shares 3,010 $846K 0.43% +928 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: not loaded; 2024Q4: 2,524 shares; 2025Q1: 2,786 shares; 2025Q2: 3,097 shares; 2025Q3: 3,350 shares; 2025Q4: 4,008 shares; 2026Q1: 4,182 shares; 2026Q2: 6,470 shares 6,470 $831K 0.42% +2,288 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 loaded; 2024Q4: not reported; 2025Q1: 2,238 shares; 2025Q2: 2,282 shares; 2025Q3: 2,742 shares; 2025Q4: 5,137 shares; 2026Q1: 4,818 shares; 2026Q2: 4,351 shares 4,351 $829K 0.42% -467 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: not loaded; 2024Q4: 2,759 shares; 2025Q1: 1,727 shares; 2025Q2: 2,990 shares; 2025Q3: 2,993 shares; 2025Q4: 3,775 shares; 2026Q1: 4,237 shares; 2026Q2: 5,488 shares 5,488 $804K 0.41% +1,251 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,499 shares 5,499 $768K 0.39% new 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: not loaded; 2024Q4: not reported; 2025Q1: 5,321 shares; 2025Q2: 5,195 shares; 2025Q3: 3,939 shares; 2025Q4: 3,950 shares; 2026Q1: 3,607 shares; 2026Q2: 3,308 shares 3,308 $726K 0.37% -299 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,358 shares; 2025Q1: 10,076 shares; 2025Q2: 12,539 shares; 2025Q3: 17,911 shares; 2025Q4: 28,496 shares; 2026Q1: 26,480 shares; 2026Q2: 24,676 shares 24,676 $724K 0.37% -1,804 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,019 shares; 2026Q1: 2,523 shares; 2026Q2: 2,819 shares 2,819 $709K 0.36% +296 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: not loaded; 2024Q4: 2,331 shares; 2025Q1: 4,898 shares; 2025Q2: 2,982 shares; 2025Q3: 3,218 shares; 2025Q4: 3,626 shares; 2026Q1: 4,000 shares; 2026Q2: 4,088 shares 4,088 $678K 0.34% +88 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,971 shares; 2026Q2: 2,611 shares 2,611 $667K 0.34% +640 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 127 shares; 2025Q2: 123 shares; 2025Q3: 114 shares; 2025Q4: 126 shares; 2026Q1: 142 shares; 2026Q2: 3,741 shares 3,741 $667K 0.34% +3,599 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,230 shares; 2025Q1: 9,421 shares; 2025Q2: 10,041 shares; 2025Q3: 10,426 shares; 2025Q4: 15,799 shares; 2026Q1: 14,452 shares; 2026Q2: 15,747 shares 15,747 $667K 0.34% +1,295 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: not loaded; 2024Q4: 8,168 shares; 2025Q1: 18,168 shares; 2025Q2: 9,109 shares; 2025Q3: 8,702 shares; 2025Q4: 10,119 shares; 2026Q1: 10,220 shares; 2026Q2: 11,685 shares 11,685 $666K 0.34% +1,465 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 234 shares; 2026Q2: 684 shares 684 $640K 0.32% +450 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,244 shares; 2026Q1: 5,244 shares; 2026Q2: 6,663 shares 6,663 $634K 0.32% +1,419 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares; 2026Q2: 3,044 shares 3,044 $630K 0.32% +714 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 766 shares; 2025Q4: 758 shares; 2026Q1: 758 shares; 2026Q2: 823 shares 823 $616K 0.31% +65 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 852 shares; 2025Q1: 1,628 shares; 2025Q2: 868 shares; 2025Q3: 869 shares; 2025Q4: 1,116 shares; 2026Q1: 1,288 shares; 2026Q2: 2,250 shares 2,250 $608K 0.31% +962 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: not loaded; 2024Q4: 5,113 shares; 2025Q1: 8,984 shares; 2025Q2: 4,352 shares; 2025Q3: 4,265 shares; 2025Q4: 4,707 shares; 2026Q1: 4,633 shares; 2026Q2: 4,802 shares 4,802 $607K 0.31% +169 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,063 shares; 2026Q2: 8,063 shares 8,063 $592K 0.3% 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 loaded; 2024Q4: 1,130 shares; 2025Q1: 898 shares; 2025Q2: 1,176 shares; 2025Q3: 1,137 shares; 2025Q4: 1,150 shares; 2026Q1: 966 shares; 2026Q2: 1,190 shares 1,190 $584K 0.3% +224 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: not loaded; 2024Q4: 2,497 shares; 2025Q1: 5,538 shares; 2025Q2: 2,886 shares; 2025Q3: 2,874 shares; 2025Q4: 2,552 shares; 2026Q1: 2,736 shares; 2026Q2: 3,144 shares 3,144 $581K 0.29% +408 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,093 shares; 2026Q2: 1,941 shares 1,941 $578K 0.29% +848 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 970 shares; 2026Q2: 898 shares 898 $574K 0.29% -72 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 loaded; 2024Q4: 1,519 shares; 2025Q1: 2,750 shares; 2025Q2: 1,387 shares; 2025Q3: 1,276 shares; 2025Q4: 1,456 shares; 2026Q1: 1,607 shares; 2026Q2: 1,673 shares 1,673 $566K 0.29% +66 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,433 shares; 2025Q1: not reported; 2025Q2: 3,341 shares; 2025Q3: 3,405 shares; 2025Q4: 3,835 shares; 2026Q1: 3,029 shares; 2026Q2: 3,323 shares 3,323 $564K 0.28% +294 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 3,096 shares; 2026Q2: 3,508 shares 3,508 $550K 0.28% +412 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 407 shares; 2025Q3: 383 shares; 2025Q4: 422 shares; 2026Q1: 378 shares; 2026Q2: 465 shares 465 $546K 0.28% +87 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: not loaded; 2024Q4: 1,021 shares; 2025Q1: 2,094 shares; 2025Q2: 1,309 shares; 2025Q3: 1,232 shares; 2025Q4: 1,514 shares; 2026Q1: 1,861 shares; 2026Q2: 2,020 shares 2,020 $546K 0.28% +159 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: not loaded; 2024Q4: 1,753 shares; 2025Q1: 1,383 shares; 2025Q2: 1,798 shares; 2025Q3: 1,515 shares; 2025Q4: 1,473 shares; 2026Q1: 1,511 shares; 2026Q2: 1,468 shares 1,468 $541K 0.27% -43 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,230 shares; 2025Q1: 2,782 shares; 2025Q2: 1,478 shares; 2025Q3: 1,383 shares; 2025Q4: 2,069 shares; 2026Q1: 2,500 shares; 2026Q2: 3,217 shares 3,217 $540K 0.27% +717 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: not loaded; 2024Q4: 1,932 shares; 2025Q1: 3,788 shares; 2025Q2: 1,996 shares; 2025Q3: 1,951 shares; 2025Q4: 2,210 shares; 2026Q1: 2,232 shares; 2026Q2: 2,467 shares 2,467 $516K 0.26% +235 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,184 shares 1,184 $511K 0.26% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: not reported; 2026Q2: 31,259 shares 31,259 $498K 0.25% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 889 shares; 2026Q2: 1,330 shares 1,330 $497K 0.25% +441 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,745 shares; 2026Q2: 2,581 shares 2,581 $489K 0.25% +836 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,550 shares 3,550 $485K 0.24% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 253 shares; 2026Q1: 408 shares; 2026Q2: 494 shares 494 $483K 0.24% +86 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 32,727 shares; 2025Q1: 23,856 shares; 2025Q2: 30,930 shares; 2025Q3: 23,096 shares; 2025Q4: 13,077 shares; 2026Q1: 8,747 shares; 2026Q2: 8,055 shares 8,055 $475K 0.24% -692 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,127 shares; 2025Q3: 2,127 shares; 2025Q4: 2,127 shares; 2026Q1: 2,144 shares; 2026Q2: 2,144 shares 2,144 $456K 0.23% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,791 shares; 2025Q2: 2,040 shares; 2025Q3: 2,002 shares; 2025Q4: 2,017 shares; 2026Q1: 1,856 shares; 2026Q2: 2,123 shares 2,123 $447K 0.23% +267 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 832 shares; 2026Q2: 1,119 shares 1,119 $444K 0.22% +287 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: not loaded; 2024Q4: 1,403 shares; 2025Q1: 4,882 shares; 2025Q2: 2,470 shares; 2025Q3: 2,189 shares; 2025Q4: 2,075 shares; 2026Q1: 2,070 shares; 2026Q2: 1,992 shares 1,992 $439K 0.22% -78 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: not loaded; 2024Q4: not reported; 2025Q1: 13,568 shares; 2025Q2: 12,695 shares; 2025Q3: 13,544 shares; 2025Q4: 13,587 shares; 2026Q1: 12,703 shares; 2026Q2: 8,123 shares 8,123 $435K 0.22% -4,580 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,851 shares; 2025Q4: 2,093 shares; 2026Q1: 2,636 shares; 2026Q2: 2,638 shares 2,638 $431K 0.22% +2 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,615 shares; 2025Q1: 4,304 shares; 2025Q2: 4,380 shares; 2025Q3: 4,221 shares; 2025Q4: 4,588 shares; 2026Q1: 4,516 shares; 2026Q2: 5,587 shares 5,587 $431K 0.22% +1,071 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 440 shares 440 $425K 0.21% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,908 shares; 2025Q2: 970 shares; 2025Q3: 948 shares; 2025Q4: 1,246 shares; 2026Q1: 1,108 shares; 2026Q2: 1,333 shares 1,333 $420K 0.21% +225 Timeline OXLC OXFORD LANE CAP CORP More: the full row for OXFORD LANE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,457 shares 46,457 $407K 0.21% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,729 shares; 2026Q1: 2,729 shares; 2026Q2: 3,347 shares 3,347 $406K 0.21% +618 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,018 shares; 2025Q2: 946 shares; 2025Q3: not reported; 2025Q4: 1,261 shares; 2026Q1: 1,618 shares; 2026Q2: 2,432 shares 2,432 $405K 0.2% +814 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $402K 0.2% new 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: not loaded; 2024Q4: 4,370 shares; 2025Q1: 9,120 shares; 2025Q2: 4,729 shares; 2025Q3: 4,681 shares; 2025Q4: 4,709 shares; 2026Q1: 3,885 shares; 2026Q2: 4,189 shares 4,189 $401K 0.2% +304 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,072 shares; 2025Q1: 1,682 shares; 2025Q2: 1,238 shares; 2025Q3: 1,336 shares; 2025Q4: 1,671 shares; 2026Q1: 1,924 shares; 2026Q2: 1,779 shares 1,779 $398K 0.2% -145 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175 shares 175 $398K 0.2% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,232 shares 5,232 $397K 0.2% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,763 shares; 2026Q1: 3,919 shares; 2026Q2: 4,248 shares 4,248 $392K 0.2% +329 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,487 shares; 2025Q4: 4,616 shares; 2026Q1: 5,969 shares; 2026Q2: 7,509 shares 7,509 $380K 0.19% +1,540 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230 shares; 2025Q4: not reported; 2026Q1: 285 shares; 2026Q2: 334 shares 334 $378K 0.19% +49 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares; 2026Q2: 1,442 shares 1,442 $376K 0.19% +336 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,655 shares; 2026Q1: 1,938 shares; 2026Q2: 2,460 shares 2,460 $373K 0.19% +522 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 loaded; 2024Q4: not reported; 2025Q1: 2,074 shares; 2025Q2: 1,054 shares; 2025Q3: 1,036 shares; 2025Q4: 1,136 shares; 2026Q1: 563 shares; 2026Q2: 517 shares 517 $369K 0.19% -46 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,662 shares; 2025Q4: 1,662 shares; 2026Q1: 1,662 shares; 2026Q2: 1,777 shares 1,777 $365K 0.18% +115 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,672 shares; 2026Q1: 1,615 shares; 2026Q2: 2,029 shares 2,029 $359K 0.18% +414 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: not loaded; 2024Q4: not reported; 2025Q1: 37,579 shares; 2025Q2: 42,710 shares; 2025Q3: 46,099 shares; 2025Q4: 46,782 shares; 2026Q1: 42,766 shares; 2026Q2: 10,565 shares 10,565 $358K 0.18% -32,201 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,976 shares; 2025Q3: 5,952 shares; 2025Q4: 5,952 shares; 2026Q1: not reported; 2026Q2: 13,797 shares 13,797 $356K 0.18% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,718 shares; 2025Q2: 3,828 shares; 2025Q3: 3,664 shares; 2025Q4: 3,935 shares; 2026Q1: 1,761 shares; 2026Q2: 2,020 shares 2,020 $356K 0.18% +259 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 566 shares; 2025Q1: 578 shares; 2025Q2: 490 shares; 2025Q3: 485 shares; 2025Q4: 598 shares; 2026Q1: 590 shares; 2026Q2: 467 shares 467 $353K 0.18% -123 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,239 shares; 2025Q3: 1,080 shares; 2025Q4: 1,241 shares; 2026Q1: 1,170 shares; 2026Q2: 1,358 shares 1,358 $347K 0.18% +188 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,219 shares; 2026Q2: 2,733 shares 2,733 $346K 0.17% +514 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 932 shares 932 $345K 0.17% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,549 shares; 2026Q2: 3,757 shares 3,757 $341K 0.17% +208 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 704 shares 704 $341K 0.17% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,195 shares 2,195 $337K 0.17% 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: not loaded; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 597 shares 597 $336K 0.17% new Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: not reported; 2026Q2: 44,268 shares 44,268 $335K 0.17% new 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: not loaded; 2024Q4: 2,773 shares; 2025Q1: 5,832 shares; 2025Q2: 3,797 shares; 2025Q3: 3,713 shares; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 2,458 shares 2,458 $333K 0.17% +958 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,366 shares 7,366 $332K 0.17% 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 loaded; 2024Q4: not reported; 2025Q1: 5,405 shares; 2025Q2: 5,405 shares; 2025Q3: 5,405 shares; 2025Q4: 5,405 shares; 2026Q1: 5,405 shares; 2026Q2: 9,905 shares 9,905 $330K 0.17% +4,500 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,100 shares 2,100 $330K 0.17% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,054 shares 5,054 $327K 0.16% new Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,610 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,368 shares; 2025Q4: 3,303 shares; 2026Q1: 3,303 shares; 2026Q2: 3,303 shares 3,303 $326K 0.16% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,767 shares; 2025Q1: 2,628 shares; 2025Q2: 3,611 shares; 2025Q3: 3,478 shares; 2025Q4: 3,312 shares; 2026Q1: 2,790 shares; 2026Q2: 2,791 shares 2,791 $321K 0.16% +1 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 826 shares 826 $318K 0.16% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,324 shares; 2025Q3: not reported; 2025Q4: 1,550 shares; 2026Q1: 1,212 shares; 2026Q2: 1,467 shares 1,467 $318K 0.16% +255 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,387 shares 3,387 $317K 0.16% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 635 shares; 2026Q2: 874 shares 874 $317K 0.16% +239 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,974 shares; 2025Q3: 3,974 shares; 2025Q4: 3,974 shares; 2026Q1: 3,974 shares; 2026Q2: 3,974 shares 3,974 $314K 0.16% 0 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 loaded; 2024Q4: 205 shares; 2025Q1: 323 shares; 2025Q2: 349 shares; 2025Q3: 345 shares; 2025Q4: 219 shares; 2026Q1: 247 shares; 2026Q2: 325 shares 325 $313K 0.16% +78 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,486 shares; 2025Q4: 1,351 shares; 2026Q1: not reported; 2026Q2: 1,542 shares 1,542 $312K 0.16% new 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: not loaded; 2024Q4: 897 shares; 2025Q1: 2,048 shares; 2025Q2: 1,002 shares; 2025Q3: 1,146 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,140 shares 1,140 $310K 0.16% new Timeline FLTR 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,683 shares; 2026Q1: 11,893 shares; 2026Q2: 12,065 shares 12,065 $309K 0.16% +172 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,383 shares; 2025Q4: 4,357 shares; 2026Q1: 5,996 shares; 2026Q2: 6,076 shares 6,076 $307K 0.15% +80 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,432 shares; 2026Q2: 3,278 shares 3,278 $306K 0.15% +846 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 892 shares 892 $304K 0.15% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,557 shares; 2026Q1: 2,557 shares; 2026Q2: 3,170 shares 3,170 $301K 0.15% +613 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,018 shares; 2026Q2: 1,222 shares 1,222 $301K 0.15% +204 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $301K 0.15% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 481 shares 481 $300K 0.15% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,136 shares; 2026Q1: 1,180 shares; 2026Q2: 1,114 shares 1,114 $299K 0.15% -66 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 722 shares; 2025Q3: 707 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 865 shares 865 $298K 0.15% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,000 shares; 2025Q1: 28,842 shares; 2025Q2: 15,609 shares; 2025Q3: 15,338 shares; 2025Q4: 17,123 shares; 2026Q1: 17,615 shares; 2026Q2: 21,361 shares 21,361 $297K 0.15% +3,746 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,289 shares; 2026Q1: 1,289 shares; 2026Q2: 1,921 shares 1,921 $296K 0.15% +632 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: not loaded; 2024Q4: 10,235 shares; 2025Q1: 11,498 shares; 2025Q2: 11,309 shares; 2025Q3: 11,275 shares; 2025Q4: 14,672 shares; 2026Q1: 14,037 shares; 2026Q2: 14,175 shares 14,175 $293K 0.15% +138 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,866 shares; 2026Q1: 1,896 shares; 2026Q2: 2,158 shares 2,158 $292K 0.15% +262 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,569 shares 7,569 $289K 0.15% new Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,462 shares; 2025Q3: 6,704 shares; 2025Q4: 8,426 shares; 2026Q1: 8,019 shares; 2026Q2: 9,637 shares 9,637 $286K 0.14% +1,618 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 767 shares 767 $284K 0.14% new Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,216 shares 2,216 $284K 0.14% new 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: not loaded; 2024Q4: 6,166 shares; 2025Q1: 3,515 shares; 2025Q2: 3,515 shares; 2025Q3: 3,515 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares; 2026Q2: 2,950 shares 2,950 $282K 0.14% -8 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,691 shares 5,691 $282K 0.14% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,736 shares; 2025Q1: 3,736 shares; 2025Q2: 3,736 shares; 2025Q3: 3,736 shares; 2025Q4: 3,736 shares; 2026Q1: 3,736 shares; 2026Q2: 3,736 shares 3,736 $280K 0.14% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,134 shares; 2026Q1: 3,134 shares; 2026Q2: 3,134 shares 3,134 $279K 0.14% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,239 shares 1,239 $277K 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: 8,886 shares; 2025Q2: 7,228 shares; 2025Q3: 7,118 shares; 2025Q4: 4,234 shares; 2026Q1: 5,180 shares; 2026Q2: 5,453 shares 5,453 $276K 0.14% +273 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,618 shares 1,618 $275K 0.14% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares; 2026Q2: 877 shares 877 $275K 0.14% +161 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 476 shares; 2026Q2: 528 shares 528 $274K 0.14% +52 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,576 shares 2,576 $270K 0.14% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 544 shares 544 $270K 0.14% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,098 shares 3,098 $269K 0.14% new Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,700 shares 8,700 $268K 0.14% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,445 shares; 2026Q1: 1,940 shares; 2026Q2: 2,279 shares 2,279 $266K 0.13% +339 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,042 shares 2,042 $265K 0.13% new Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,666 shares 4,666 $264K 0.13% new Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,158 shares; 2025Q4: not reported; 2026Q1: 5,863 shares; 2026Q2: 5,522 shares 5,522 $264K 0.13% -341 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,037 shares 9,037 $262K 0.13% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,831 shares 1,831 $262K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,374 shares 1,374 $261K 0.13% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,770 shares 1,770 $259K 0.13% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 185 shares 185 $256K 0.13% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,222 shares 2,222 $256K 0.13% new Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: 1,799 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares; 2026Q2: 1,799 shares 1,799 $255K 0.13% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,378 shares 9,378 $255K 0.13% new Timeline XMHQ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,124 shares; 2026Q2: 2,257 shares 2,257 $255K 0.13% +133 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,451 shares 2,451 $255K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 251 shares 251 $254K 0.13% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,209 shares 4,209 $253K 0.13% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 759 shares; 2026Q2: 908 shares 908 $253K 0.13% +149 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $253K 0.13% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,235 shares; 2025Q1: 7,638 shares; 2025Q2: 5,447 shares; 2025Q3: 5,270 shares; 2025Q4: 4,077 shares; 2026Q1: 3,287 shares; 2026Q2: 3,391 shares 3,391 $252K 0.13% +104 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 761 shares 761 $251K 0.13% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares 718 $251K 0.13% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,344 shares 4,344 $250K 0.13% new Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,397 shares; 2025Q3: 1,397 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares; 2026Q2: 1,397 shares 1,397 $249K 0.13% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,260 shares 3,260 $249K 0.13% new Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $249K 0.13% new 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: not loaded; 2024Q4: not reported; 2025Q1: 821 shares; 2025Q2: 805 shares; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,347 shares; 2026Q2: 1,585 shares 1,585 $248K 0.13% +238 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 962 shares; 2025Q2: 614 shares; 2025Q3: 617 shares; 2025Q4: 647 shares; 2026Q1: 550 shares; 2026Q2: 592 shares 592 $246K 0.12% +42 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,917 shares 1,917 $245K 0.12% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,254 shares; 2026Q2: 2,254 shares 2,254 $243K 0.12% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,572 shares; 2026Q1: not reported; 2026Q2: 2,116 shares 2,116 $242K 0.12% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,712 shares; 2025Q2: 1,128 shares; 2025Q3: 1,416 shares; 2025Q4: 2,837 shares; 2026Q1: 2,734 shares; 2026Q2: 2,059 shares 2,059 $242K 0.12% -675 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,191 shares; 2026Q2: 3,191 shares 3,191 $241K 0.12% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,903 shares 2,903 $240K 0.12% 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: not loaded; 2024Q4: 969 shares; 2025Q1: 2,014 shares; 2025Q2: 1,058 shares; 2025Q3: 2,531 shares; 2025Q4: 2,559 shares; 2026Q1: 1,642 shares; 2026Q2: 862 shares 862 $238K 0.12% -780 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,835 shares 2,835 $237K 0.12% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,691 shares 1,691 $237K 0.12% new Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,879 shares; 2026Q2: 5,034 shares 5,034 $236K 0.12% +155 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,734 shares 3,734 $236K 0.12% new Timeline FTSM 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: not loaded; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $236K 0.12% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,949 shares; 2025Q3: 3,000 shares; 2025Q4: 3,153 shares; 2026Q1: 2,772 shares; 2026Q2: 2,963 shares 2,963 $234K 0.12% +191 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,900 shares; 2026Q1: 3,229 shares; 2026Q2: 1,432 shares 1,432 $232K 0.12% -1,797 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 405 shares; 2025Q3: not reported; 2025Q4: 570 shares; 2026Q1: 559 shares; 2026Q2: 563 shares 563 $229K 0.12% +4 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,773 shares 4,773 $229K 0.12% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,965 shares 8,965 $228K 0.12% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 464 shares 464 $228K 0.11% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,030 shares 1,030 $225K 0.11% new 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: not loaded; 2024Q4: 1,987 shares; 2025Q1: 4,796 shares; 2025Q2: 2,511 shares; 2025Q3: 2,596 shares; 2025Q4: 3,475 shares; 2026Q1: 4,177 shares; 2026Q2: 2,478 shares 2,478 $225K 0.11% -1,699 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,246 shares 4,246 $224K 0.11% new 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: not loaded; 2024Q4: not reported; 2025Q1: 2,805 shares; 2025Q2: 1,892 shares; 2025Q3: 1,900 shares; 2025Q4: 1,907 shares; 2026Q1: 1,796 shares; 2026Q2: 1,408 shares 1,408 $223K 0.11% -388 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,250 shares 3,250 $222K 0.11% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 627 shares 627 $222K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,147 shares 2,147 $222K 0.11% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $220K 0.11% new Timeline MORT 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,370 shares; 2025Q4: 50,581 shares; 2026Q1: 48,255 shares; 2026Q2: 20,945 shares 20,945 $217K 0.11% -27,310 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,621 shares; 2026Q2: 5,859 shares 5,859 $216K 0.11% +1,238 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: not reported; 2026Q2: 169 shares 169 $216K 0.11% new Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,289 shares 1,289 $215K 0.11% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,590 shares 2,590 $215K 0.11% new Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 631 shares 631 $213K 0.11% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,981 shares 8,981 $212K 0.11% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,793 shares; 2025Q3: 1,668 shares; 2025Q4: 1,890 shares; 2026Q1: not reported; 2026Q2: 1,292 shares 1,292 $211K 0.11% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $208K 0.11% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272 shares 272 $208K 0.1% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,510 shares; 2026Q2: 2,510 shares 2,510 $207K 0.1% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271 shares 271 $205K 0.1% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,124 shares 2,124 $205K 0.1% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,772 shares 3,772 $204K 0.1% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 809 shares 809 $203K 0.1% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,616 shares 3,616 $203K 0.1% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 915 shares; 2026Q1: not reported; 2026Q2: 853 shares 853 $202K 0.1% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $202K 0.1% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,379 shares 11,379 $184K 0.09% new Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,130 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,480 shares 10,480 $181K 0.09% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,156 shares 14,156 $148K 0.07% new Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,003 shares 17,003 $72.3K 0.04% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,061 shares; 2025Q1: 16,184 shares; 2025Q2: 16,275 shares; 2025Q3: 16,394 shares; 2025Q4: 10,166 shares; 2026Q1: 10,166 shares; 2026Q2: 10,677 shares 10,677 $49.3K 0.02% +511 Timeline