NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,369 shares; 2024Q4: 51,858 shares; 2025Q1: 58,201 shares; 2025Q2: 67,607 shares; 2025Q3: 79,177 shares; 2025Q4: 85,302 shares; 2026Q1: 88,050 shares; 2026Q2: 89,548 shares 89,548 $17.9M 4.68% +1,498 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: 38,909 shares; 2024Q4: 42,484 shares; 2025Q1: 44,784 shares; 2025Q2: 46,544 shares; 2025Q3: 56,820 shares; 2025Q4: 58,609 shares; 2026Q1: 60,128 shares; 2026Q2: 59,987 shares 59,987 $17.4M 4.53% -141 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: 24,885 shares; 2024Q4: 28,005 shares; 2025Q1: 30,338 shares; 2025Q2: 31,745 shares; 2025Q3: 43,427 shares; 2025Q4: 45,010 shares; 2026Q1: 45,421 shares; 2026Q2: 44,951 shares 44,951 $16.1M 4.19% -470 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: 30,161 shares; 2024Q4: 31,346 shares; 2025Q1: 31,918 shares; 2025Q2: 32,484 shares; 2025Q3: 24,242 shares; 2025Q4: 37,009 shares; 2026Q1: 37,236 shares; 2026Q2: 35,511 shares 35,511 $13.2M 3.46% -1,725 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 1,485 shares; 2025Q1: 826 shares; 2025Q2: not reported; 2025Q3: 315 shares; 2025Q4: 2,133 shares; 2026Q1: 3,373 shares; 2026Q2: 15,749 shares 15,749 $11.8M 3.07% +12,376 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: 21,520 shares; 2024Q4: 23,885 shares; 2025Q1: 27,261 shares; 2025Q2: 29,249 shares; 2025Q3: 38,372 shares; 2025Q4: 39,532 shares; 2026Q1: 40,465 shares; 2026Q2: 40,458 shares 40,458 $9.64M 2.52% -7 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,787 shares; 2024Q4: 64,784 shares; 2025Q1: 79,226 shares; 2025Q2: 81,327 shares; 2025Q3: 85,116 shares; 2025Q4: 84,311 shares; 2026Q1: 86,799 shares; 2026Q2: 86,740 shares 86,740 $9.57M 2.5% -59 Timeline FTXL 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: 51,331 shares; 2024Q4: 50,295 shares; 2025Q1: 40,690 shares; 2025Q2: 36,369 shares; 2025Q3: 34,360 shares; 2025Q4: 31,480 shares; 2026Q1: 30,540 shares; 2026Q2: 28,128 shares 28,128 $8.02M 2.09% -2,412 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: 35,271 shares; 2024Q4: 38,575 shares; 2025Q1: 44,575 shares; 2025Q2: 55,253 shares; 2025Q3: 55,010 shares; 2025Q4: 53,294 shares; 2026Q1: 55,242 shares; 2026Q2: 53,822 shares 53,822 $7.98M 2.08% -1,420 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: 7,960 shares; 2024Q4: 9,353 shares; 2025Q1: 11,357 shares; 2025Q2: 12,572 shares; 2025Q3: 15,274 shares; 2025Q4: 19,773 shares; 2026Q1: 21,613 shares; 2026Q2: 20,711 shares 20,711 $7.82M 2.04% -902 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: 3,209 shares; 2024Q4: 3,359 shares; 2025Q1: 3,828 shares; 2025Q2: 4,528 shares; 2025Q3: 5,575 shares; 2025Q4: 6,821 shares; 2026Q1: 7,678 shares; 2026Q2: 7,668 shares 7,668 $7.4M 1.93% -10 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: 1,306 shares; 2024Q4: 1,444 shares; 2025Q1: 1,484 shares; 2025Q2: 1,673 shares; 2025Q3: 2,054 shares; 2025Q4: 2,174 shares; 2026Q1: 2,302 shares; 2026Q2: 23,428 shares 23,428 $7.07M 1.85% +21,126 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: 5,499 shares; 2024Q4: 6,096 shares; 2025Q1: 7,146 shares; 2025Q2: 8,803 shares; 2025Q3: 10,823 shares; 2025Q4: 11,998 shares; 2026Q1: 11,451 shares; 2026Q2: 10,990 shares 10,990 $6.19M 1.62% -461 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: 48,150 shares; 2024Q4: 39,763 shares; 2025Q1: 70,262 shares; 2025Q2: 77,476 shares; 2025Q3: 76,473 shares; 2025Q4: 102,264 shares; 2026Q1: 107,959 shares; 2026Q2: 119,802 shares 119,802 $6.06M 1.58% +11,843 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: 4,611 shares; 2024Q4: 4,978 shares; 2025Q1: 5,124 shares; 2025Q2: 6,124 shares; 2025Q3: 6,513 shares; 2025Q4: 6,493 shares; 2026Q1: 6,706 shares; 2026Q2: 6,801 shares 6,801 $4.92M 1.28% +95 Timeline VUSB 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 reported; 2024Q4: not reported; 2025Q1: 43,426 shares; 2025Q2: 61,001 shares; 2025Q3: 65,681 shares; 2025Q4: 97,867 shares; 2026Q1: 104,030 shares; 2026Q2: 95,489 shares 95,489 $4.75M 1.24% -8,541 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: 26,305 shares; 2024Q4: 26,673 shares; 2025Q1: 22,007 shares; 2025Q2: 20,842 shares; 2025Q3: 19,933 shares; 2025Q4: 19,176 shares; 2026Q1: 18,456 shares; 2026Q2: 17,414 shares 17,414 $4.61M 1.2% -1,042 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: 4,137 shares; 2024Q4: 4,947 shares; 2025Q1: 5,135 shares; 2025Q2: 6,180 shares; 2025Q3: 7,579 shares; 2025Q4: 9,526 shares; 2026Q1: 10,183 shares; 2026Q2: 10,247 shares 10,247 $4.31M 1.13% +64 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: 7,874 shares; 2024Q4: 8,161 shares; 2025Q1: 7,375 shares; 2025Q2: 7,018 shares; 2025Q3: 8,372 shares; 2025Q4: 8,736 shares; 2026Q1: 8,161 shares; 2026Q2: 8,129 shares 8,129 $4.07M 1.06% -32 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: 3,323 shares; 2024Q4: 4,191 shares; 2025Q1: 6,246 shares; 2025Q2: 7,758 shares; 2025Q3: 9,356 shares; 2025Q4: 9,860 shares; 2026Q1: 10,739 shares; 2026Q2: 12,117 shares 12,117 $3.97M 1.04% +1,378 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,331 shares; 2025Q2: 6,674 shares; 2025Q3: 21,676 shares; 2025Q4: 23,581 shares; 2026Q1: 24,382 shares; 2026Q2: 22,661 shares 22,661 $3.75M 0.98% -1,721 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: 8,183 shares; 2024Q4: 8,788 shares; 2025Q1: 8,306 shares; 2025Q2: 8,273 shares; 2025Q3: 10,406 shares; 2025Q4: 10,308 shares; 2026Q1: 9,941 shares; 2026Q2: 10,358 shares 10,358 $3.55M 0.93% +417 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: 1,234 shares; 2024Q4: 1,323 shares; 2025Q1: 1,600 shares; 2025Q2: 1,840 shares; 2025Q3: 2,106 shares; 2025Q4: 2,712 shares; 2026Q1: 2,969 shares; 2026Q2: 2,921 shares 2,921 $3.5M 0.91% -48 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,983 shares; 2025Q2: 30,698 shares; 2025Q3: 33,429 shares; 2025Q4: 32,879 shares; 2026Q1: 33,102 shares; 2026Q2: 34,553 shares 34,553 $3.24M 0.84% +1,451 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,692 shares; 2025Q2: 20,013 shares; 2025Q3: 43,846 shares; 2025Q4: 48,686 shares; 2026Q1: 51,912 shares; 2026Q2: 49,459 shares 49,459 $3.18M 0.83% -2,453 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: 8,164 shares; 2025Q4: 11,047 shares; 2026Q1: 12,320 shares; 2026Q2: 12,364 shares 12,364 $3.16M 0.82% +44 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,121 shares; 2024Q4: 1,342 shares; 2025Q1: 1,830 shares; 2025Q2: 2,721 shares; 2025Q3: 3,747 shares; 2025Q4: 4,570 shares; 2026Q1: 4,401 shares; 2026Q2: 4,349 shares 4,349 $3.13M 0.82% -52 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: 8,047 shares; 2024Q4: 6,856 shares; 2025Q1: 5,511 shares; 2025Q2: 5,244 shares; 2025Q3: 4,809 shares; 2025Q4: 4,753 shares; 2026Q1: 5,316 shares; 2026Q2: 35,610 shares 35,610 $3.07M 0.8% +30,294 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: 6,188 shares; 2024Q4: 6,649 shares; 2025Q1: 6,836 shares; 2025Q2: 6,965 shares; 2025Q3: 7,704 shares; 2025Q4: 9,068 shares; 2026Q1: 11,781 shares; 2026Q2: 10,389 shares 10,389 $2.92M 0.76% -1,392 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,795 shares; 2024Q4: 6,052 shares; 2025Q1: 23,859 shares; 2025Q2: 40,795 shares; 2025Q3: 42,874 shares; 2025Q4: 44,875 shares; 2026Q1: 45,141 shares; 2026Q2: 46,948 shares 46,948 $2.92M 0.76% +1,807 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,587 shares; 2025Q2: 2,967 shares; 2025Q3: 8,587 shares; 2025Q4: 9,976 shares; 2026Q1: 10,273 shares; 2026Q2: 9,681 shares 9,681 $2.91M 0.76% -592 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,888 shares; 2024Q4: 38,466 shares; 2025Q1: 63,040 shares; 2025Q2: 75,700 shares; 2025Q3: 69,515 shares; 2025Q4: 77,404 shares; 2026Q1: 74,535 shares; 2026Q2: 76,200 shares 76,200 $2.88M 0.75% +1,665 Timeline BBH 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,140 shares; 2025Q3: 13,394 shares; 2025Q4: 14,593 shares; 2026Q1: 15,368 shares; 2026Q2: 13,916 shares 13,916 $2.83M 0.74% -1,452 Timeline FTCS 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: 48,176 shares; 2024Q4: 48,409 shares; 2025Q1: 38,688 shares; 2025Q2: 36,363 shares; 2025Q3: 34,480 shares; 2025Q4: 32,927 shares; 2026Q1: 30,693 shares; 2026Q2: 29,960 shares 29,960 $2.81M 0.73% -733 Timeline QTEC 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: 14,162 shares; 2024Q4: 14,370 shares; 2025Q1: 10,186 shares; 2025Q2: 8,923 shares; 2025Q3: 8,627 shares; 2025Q4: 8,451 shares; 2026Q1: 8,335 shares; 2026Q2: 8,110 shares 8,110 $2.71M 0.71% -225 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: 12,110 shares; 2024Q4: 13,341 shares; 2025Q1: 13,110 shares; 2025Q2: 11,872 shares; 2025Q3: 12,002 shares; 2025Q4: 10,687 shares; 2026Q1: 10,599 shares; 2026Q2: 10,654 shares 10,654 $2.68M 0.7% +55 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: 1,375 shares; 2024Q4: 3,202 shares; 2025Q1: 3,843 shares; 2025Q2: 4,905 shares; 2025Q3: 6,669 shares; 2025Q4: 6,687 shares; 2026Q1: 6,925 shares; 2026Q2: 7,730 shares 7,730 $2.64M 0.69% +805 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: 867 shares; 2024Q4: 986 shares; 2025Q1: 1,122 shares; 2025Q2: 1,452 shares; 2025Q3: 1,939 shares; 2025Q4: 1,911 shares; 2026Q1: 2,008 shares; 2026Q2: 2,301 shares 2,301 $2.61M 0.68% +293 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: 14,337 shares; 2024Q4: 12,782 shares; 2025Q1: 11,619 shares; 2025Q2: 11,513 shares; 2025Q3: 11,502 shares; 2025Q4: 10,711 shares; 2026Q1: 12,132 shares; 2026Q2: 11,777 shares 11,777 $2.57M 0.67% -355 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: 1,610 shares; 2024Q4: 1,618 shares; 2025Q1: 1,453 shares; 2025Q2: 1,504 shares; 2025Q3: 1,347 shares; 2025Q4: 1,359 shares; 2026Q1: 1,444 shares; 2026Q2: 3,374 shares 3,374 $2.48M 0.65% +1,930 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,744 shares; 2024Q4: 37,448 shares; 2025Q1: 51,178 shares; 2025Q2: 57,620 shares; 2025Q3: 61,683 shares; 2025Q4: 60,004 shares; 2026Q1: 66,813 shares; 2026Q2: 57,233 shares 57,233 $2.48M 0.65% -9,580 Timeline FXL 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: 14,288 shares; 2024Q4: 14,863 shares; 2025Q1: 11,940 shares; 2025Q2: 11,003 shares; 2025Q3: 11,003 shares; 2025Q4: 10,906 shares; 2026Q1: 10,646 shares; 2026Q2: 10,646 shares 10,646 $2.31M 0.6% 0 Timeline FXD 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: 63,692 shares; 2024Q4: 64,034 shares; 2025Q1: 51,889 shares; 2025Q2: 40,024 shares; 2025Q3: 37,529 shares; 2025Q4: 35,727 shares; 2026Q1: 34,569 shares; 2026Q2: 33,377 shares 33,377 $2.31M 0.6% -1,192 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: 1,771 shares; 2024Q4: 1,889 shares; 2025Q1: 1,985 shares; 2025Q2: 2,089 shares; 2025Q3: 2,508 shares; 2025Q4: 3,204 shares; 2026Q1: 3,416 shares; 2026Q2: 3,580 shares 3,580 $2.27M 0.59% +164 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: 6,684 shares; 2024Q4: 6,668 shares; 2025Q1: 6,669 shares; 2025Q2: 6,494 shares; 2025Q3: 6,400 shares; 2025Q4: 6,401 shares; 2026Q1: 3,214 shares; 2026Q2: 3,214 shares 3,214 $2.21M 0.58% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,329 shares; 2024Q4: 9,734 shares; 2025Q1: 8,722 shares; 2025Q2: 8,544 shares; 2025Q3: 9,775 shares; 2025Q4: 10,136 shares; 2026Q1: 9,923 shares; 2026Q2: 9,798 shares 9,798 $2.18M 0.57% -125 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: 1,249 shares; 2025Q1: 1,410 shares; 2025Q2: 1,586 shares; 2025Q3: 1,934 shares; 2025Q4: 1,952 shares; 2026Q1: 2,033 shares; 2026Q2: 2,168 shares 2,168 $2.08M 0.54% +135 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: 5,116 shares; 2024Q4: 5,296 shares; 2025Q1: 5,271 shares; 2025Q2: 5,539 shares; 2025Q3: 5,821 shares; 2025Q4: 6,119 shares; 2026Q1: 5,974 shares; 2026Q2: 6,111 shares 6,111 $2.07M 0.54% +137 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: 6,572 shares; 2024Q4: 6,623 shares; 2025Q1: 6,449 shares; 2025Q2: 5,949 shares; 2025Q3: 6,974 shares; 2025Q4: 7,378 shares; 2026Q1: 7,655 shares; 2026Q2: 7,940 shares 7,940 $2.02M 0.53% +285 Timeline JHMM 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: 42,868 shares; 2024Q4: 46,023 shares; 2025Q1: 36,561 shares; 2025Q2: 33,872 shares; 2025Q3: 33,160 shares; 2025Q4: 28,948 shares; 2026Q1: 28,922 shares; 2026Q2: 26,724 shares 26,724 $2M 0.52% -2,198 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 3,077 shares; 2025Q4: 3,742 shares; 2026Q1: 4,380 shares; 2026Q2: 5,091 shares 5,091 $1.9M 0.5% +711 Timeline SKYY 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: 22,640 shares; 2024Q4: 22,513 shares; 2025Q1: 19,289 shares; 2025Q2: 17,351 shares; 2025Q3: 16,794 shares; 2025Q4: 15,838 shares; 2026Q1: 14,997 shares; 2026Q2: 14,063 shares 14,063 $1.89M 0.49% -934 Timeline FXR 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: 35,361 shares; 2024Q4: 36,849 shares; 2025Q1: 26,450 shares; 2025Q2: 24,539 shares; 2025Q3: 21,550 shares; 2025Q4: 21,197 shares; 2026Q1: 20,333 shares; 2026Q2: 20,002 shares 20,002 $1.82M 0.48% -331 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: 960 shares; 2024Q4: 1,118 shares; 2025Q1: 1,564 shares; 2025Q2: 1,898 shares; 2025Q3: 2,503 shares; 2025Q4: 29,505 shares; 2026Q1: 30,536 shares; 2026Q2: 24,700 shares 24,700 $1.76M 0.46% -5,836 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,302 shares; 2026Q2: 1,526 shares 1,526 $1.76M 0.46% +224 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: 3,827 shares; 2024Q4: 4,319 shares; 2025Q1: 3,865 shares; 2025Q2: 3,095 shares; 2025Q3: 3,158 shares; 2025Q4: 3,102 shares; 2026Q1: 3,034 shares; 2026Q2: 4,862 shares 4,862 $1.72M 0.45% +1,828 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,183 shares; 2025Q4: 2,544 shares; 2026Q1: 2,662 shares; 2026Q2: 2,964 shares 2,964 $1.72M 0.45% +302 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: 1,674 shares; 2024Q4: 1,970 shares; 2025Q1: 2,392 shares; 2025Q2: 2,582 shares; 2025Q3: 3,612 shares; 2025Q4: 3,979 shares; 2026Q1: 4,087 shares; 2026Q2: 4,293 shares 4,293 $1.71M 0.45% +206 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: 12,408 shares; 2024Q4: 13,606 shares; 2025Q1: 13,125 shares; 2025Q2: 12,747 shares; 2025Q3: 13,725 shares; 2025Q4: 11,448 shares; 2026Q1: 12,044 shares; 2026Q2: 11,505 shares 11,505 $1.69M 0.44% -539 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,637 shares; 2025Q1: 4,107 shares; 2025Q2: 6,827 shares; 2025Q3: 8,967 shares; 2025Q4: 9,393 shares; 2026Q1: 9,466 shares; 2026Q2: 9,885 shares 9,885 $1.68M 0.44% +419 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,698 shares; 2025Q2: 22,643 shares; 2025Q3: 25,316 shares; 2025Q4: 24,809 shares; 2026Q1: 30,349 shares; 2026Q2: 26,349 shares 26,349 $1.59M 0.41% -4,000 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 reported; 2024Q4: not reported; 2025Q1: 2,494 shares; 2025Q2: 3,687 shares; 2025Q3: 3,966 shares; 2025Q4: 3,837 shares; 2026Q1: 3,899 shares; 2026Q2: 4,262 shares 4,262 $1.57M 0.41% +363 Timeline BOTZ 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: 35,750 shares; 2024Q4: 40,828 shares; 2025Q1: 30,860 shares; 2025Q2: 28,603 shares; 2025Q3: 39,353 shares; 2025Q4: 40,683 shares; 2026Q1: 44,347 shares; 2026Q2: 41,156 shares 41,156 $1.56M 0.41% -3,191 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: 5,977 shares; 2024Q4: 6,485 shares; 2025Q1: 5,904 shares; 2025Q2: 5,514 shares; 2025Q3: 6,098 shares; 2025Q4: 5,368 shares; 2026Q1: 5,574 shares; 2026Q2: 5,670 shares 5,670 $1.53M 0.4% +96 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: 236 shares; 2024Q4: 326 shares; 2025Q1: 649 shares; 2025Q2: 922 shares; 2025Q3: 1,556 shares; 2025Q4: 1,382 shares; 2026Q1: 1,573 shares; 2026Q2: 1,614 shares 1,614 $1.51M 0.39% +41 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 reported; 2024Q4: 4,326 shares; 2025Q1: 6,246 shares; 2025Q2: 7,423 shares; 2025Q3: 8,782 shares; 2025Q4: 10,796 shares; 2026Q1: 12,249 shares; 2026Q2: 12,690 shares 12,690 $1.49M 0.39% +441 Timeline BUFZ 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 reported; 2024Q4: not reported; 2025Q1: 33,764 shares; 2025Q2: 37,471 shares; 2025Q3: 39,385 shares; 2025Q4: 36,715 shares; 2026Q1: 46,019 shares; 2026Q2: 53,247 shares 53,247 $1.49M 0.39% +7,228 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: 1,472 shares; 2024Q4: 1,858 shares; 2025Q1: 3,478 shares; 2025Q2: 5,301 shares; 2025Q3: 7,283 shares; 2025Q4: 9,472 shares; 2026Q1: 8,067 shares; 2026Q2: 9,878 shares 9,878 $1.45M 0.38% +1,811 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 39,646 shares; 2025Q4: 48,590 shares; 2026Q1: 46,877 shares; 2026Q2: 47,938 shares 47,938 $1.4M 0.37% +1,061 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,175 shares; 2025Q2: 25,233 shares; 2025Q3: 28,588 shares; 2025Q4: 28,314 shares; 2026Q1: 34,821 shares; 2026Q2: 34,306 shares 34,306 $1.4M 0.36% -515 Timeline NLR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,898 shares; 2025Q3: 10,898 shares; 2025Q4: 11,717 shares; 2026Q1: 12,382 shares; 2026Q2: 11,782 shares 11,782 $1.37M 0.36% -600 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: 27,683 shares; 2024Q4: 28,262 shares; 2025Q1: 23,739 shares; 2025Q2: 21,565 shares; 2025Q3: 20,380 shares; 2025Q4: 20,059 shares; 2026Q1: 18,774 shares; 2026Q2: 18,066 shares 18,066 $1.35M 0.35% -708 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,788 shares; 2024Q4: 4,726 shares; 2025Q1: 5,633 shares; 2025Q2: 6,523 shares; 2025Q3: 10,211 shares; 2025Q4: 11,305 shares; 2026Q1: 11,958 shares; 2026Q2: 11,901 shares 11,901 $1.35M 0.35% -57 Timeline ILCG 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: 8,508 shares; 2025Q2: 10,094 shares; 2025Q3: 11,146 shares; 2025Q4: 10,975 shares; 2026Q1: 13,868 shares; 2026Q2: 11,469 shares 11,469 $1.34M 0.35% -2,399 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 reported; 2024Q4: 3,382 shares; 2025Q1: 5,029 shares; 2025Q2: 7,834 shares; 2025Q3: 12,126 shares; 2025Q4: 14,843 shares; 2026Q1: 12,929 shares; 2026Q2: 14,356 shares 14,356 $1.32M 0.35% +1,427 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: 2,563 shares; 2025Q2: 3,377 shares; 2025Q3: 3,656 shares; 2025Q4: 3,703 shares; 2026Q1: 4,540 shares; 2026Q2: 16,185 shares 16,185 $1.3M 0.34% +11,645 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: 5,718 shares; 2024Q4: 6,232 shares; 2025Q1: 6,216 shares; 2025Q2: 6,017 shares; 2025Q3: 5,468 shares; 2025Q4: 5,719 shares; 2026Q1: 5,949 shares; 2026Q2: 5,890 shares 5,890 $1.3M 0.34% -59 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 reported; 2024Q4: not reported; 2025Q1: 27,429 shares; 2025Q2: 33,073 shares; 2025Q3: 36,464 shares; 2025Q4: 35,824 shares; 2026Q1: 45,512 shares; 2026Q2: 36,991 shares 36,991 $1.25M 0.33% -8,521 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: 4,592 shares; 2024Q4: 5,023 shares; 2025Q1: 4,886 shares; 2025Q2: 3,791 shares; 2025Q3: 4,377 shares; 2025Q4: 5,646 shares; 2026Q1: 6,479 shares; 2026Q2: 7,534 shares 7,534 $1.25M 0.33% +1,055 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 reported; 2024Q4: not reported; 2025Q1: 612 shares; 2025Q2: 740 shares; 2025Q3: 903 shares; 2025Q4: 991 shares; 2026Q1: 1,138 shares; 2026Q2: 1,163 shares 1,163 $1.24M 0.32% +25 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: 36,005 shares; 2024Q4: 40,297 shares; 2025Q1: 36,825 shares; 2025Q2: 34,602 shares; 2025Q3: 34,096 shares; 2025Q4: 32,122 shares; 2026Q1: 31,963 shares; 2026Q2: 31,537 shares 31,537 $1.21M 0.31% -426 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: 8,751 shares; 2024Q4: 10,013 shares; 2025Q1: 9,980 shares; 2025Q2: 8,783 shares; 2025Q3: 7,538 shares; 2025Q4: 8,547 shares; 2026Q1: 8,777 shares; 2026Q2: 8,782 shares 8,782 $1.2M 0.31% +5 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,745 shares; 2025Q1: 22,704 shares; 2025Q2: 27,563 shares; 2025Q3: 25,195 shares; 2025Q4: 28,337 shares; 2026Q1: 27,236 shares; 2026Q2: 26,596 shares 26,596 $1.19M 0.31% -640 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,160 shares; 2025Q4: 2,474 shares; 2026Q1: 2,684 shares; 2026Q2: 2,719 shares 2,719 $1.18M 0.31% +35 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: 4,040 shares; 2024Q4: 4,059 shares; 2025Q1: 3,875 shares; 2025Q2: 3,751 shares; 2025Q3: 3,724 shares; 2025Q4: 3,690 shares; 2026Q1: 3,556 shares; 2026Q2: 3,418 shares 3,418 $1.18M 0.31% -138 Timeline QQXT 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: 15,970 shares; 2024Q4: 15,430 shares; 2025Q1: 13,539 shares; 2025Q2: 12,594 shares; 2025Q3: 12,480 shares; 2025Q4: 12,283 shares; 2026Q1: 11,978 shares; 2026Q2: 11,991 shares 11,991 $1.17M 0.31% +13 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,697 shares; 2024Q4: 9,250 shares; 2025Q1: 8,414 shares; 2025Q2: 7,318 shares; 2025Q3: 7,294 shares; 2025Q4: 6,630 shares; 2026Q1: 6,496 shares; 2026Q2: 6,373 shares 6,373 $1.14M 0.3% -123 Timeline FMAR 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: 30,483 shares; 2024Q4: 32,217 shares; 2025Q1: 30,859 shares; 2025Q2: 26,365 shares; 2025Q3: 21,899 shares; 2025Q4: 21,899 shares; 2026Q1: 21,832 shares; 2026Q2: 21,832 shares 21,832 $1.14M 0.3% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,464 shares 4,464 $1.14M 0.3% new 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: 24,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,073 shares; 2026Q1: 7,488 shares; 2026Q2: 8,023 shares 8,023 $1.12M 0.29% +535 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,191 shares; 2024Q4: 3,574 shares; 2025Q1: 3,518 shares; 2025Q2: 3,746 shares; 2025Q3: 4,134 shares; 2025Q4: 4,101 shares; 2026Q1: 4,341 shares; 2026Q2: 4,132 shares 4,132 $1.12M 0.29% -209 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: 2,478 shares; 2024Q4: 2,584 shares; 2025Q1: 2,478 shares; 2025Q2: 2,823 shares; 2025Q3: 2,801 shares; 2025Q4: 2,752 shares; 2026Q1: 2,894 shares; 2026Q2: 3,050 shares 3,050 $1.1M 0.29% +156 Timeline PWV 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: 14,265 shares; 2024Q4: 14,265 shares; 2025Q1: 14,265 shares; 2025Q2: 14,265 shares; 2025Q3: 14,265 shares; 2025Q4: 14,265 shares; 2026Q1: 14,265 shares; 2026Q2: 14,265 shares 14,265 $1.08M 0.28% 0 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: 14,750 shares; 2024Q4: 12,140 shares; 2025Q1: 7,501 shares; 2025Q2: 4,962 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares; 2026Q1: not reported; 2026Q2: 17,991 shares 17,991 $1.07M 0.28% new 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: 4,587 shares; 2024Q4: 4,705 shares; 2025Q1: 3,830 shares; 2025Q2: 3,704 shares; 2025Q3: 4,440 shares; 2025Q4: 4,610 shares; 2026Q1: 7,178 shares; 2026Q2: 9,099 shares 9,099 $1.07M 0.28% +1,921 Timeline ALLW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,931 shares; 2026Q1: 15,049 shares; 2026Q2: 36,363 shares 36,363 $1.06M 0.28% +21,314 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: 2,157 shares; 2025Q1: 2,776 shares; 2025Q2: 3,635 shares; 2025Q3: 4,519 shares; 2025Q4: 4,728 shares; 2026Q1: 5,212 shares; 2026Q2: 5,288 shares 5,288 $1.06M 0.28% +76 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: 3,173 shares; 2024Q4: 3,397 shares; 2025Q1: 3,707 shares; 2025Q2: 4,588 shares; 2025Q3: 4,403 shares; 2025Q4: 6,255 shares; 2026Q1: 6,973 shares; 2026Q2: 5,723 shares 5,723 $1.06M 0.28% -1,250 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,305 shares; 2024Q4: 20,483 shares; 2025Q1: 18,378 shares; 2025Q2: 16,969 shares; 2025Q3: 11,756 shares; 2025Q4: 10,393 shares; 2026Q1: 11,251 shares; 2026Q2: 10,952 shares 10,952 $1.04M 0.27% -299 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 2,596 shares; 2025Q1: 2,336 shares; 2025Q2: 2,272 shares; 2025Q3: 2,040 shares; 2025Q4: 1,932 shares; 2026Q1: 1,808 shares; 2026Q2: 1,595 shares 1,595 $1.02M 0.27% -213 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: 25,620 shares; 2024Q4: 25,902 shares; 2025Q1: 23,388 shares; 2025Q2: 21,169 shares; 2025Q3: 16,262 shares; 2025Q4: 11,947 shares; 2026Q1: 11,712 shares; 2026Q2: 11,640 shares 11,640 $1.02M 0.27% -72 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: 14,964 shares; 2024Q4: 15,376 shares; 2025Q1: 12,787 shares; 2025Q2: 11,967 shares; 2025Q3: 14,561 shares; 2025Q4: 14,905 shares; 2026Q1: 13,663 shares; 2026Q2: 11,145 shares 11,145 $1.01M 0.26% -2,518 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: 9,003 shares; 2024Q4: 9,334 shares; 2025Q1: 8,267 shares; 2025Q2: 6,978 shares; 2025Q3: 7,220 shares; 2025Q4: 6,477 shares; 2026Q1: 5,620 shares; 2026Q2: 4,409 shares 4,409 $987K 0.26% -1,211 Timeline CIBR 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: 3,783 shares; 2024Q4: 3,531 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,418 shares; 2025Q4: 9,680 shares; 2026Q1: 10,425 shares; 2026Q2: 10,867 shares 10,867 $976K 0.25% +442 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,266 shares; 2025Q2: 9,870 shares; 2025Q3: 12,875 shares; 2025Q4: 15,458 shares; 2026Q1: 17,438 shares; 2026Q2: 19,397 shares 19,397 $966K 0.25% +1,959 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,846 shares; 2025Q3: 8,113 shares; 2025Q4: 9,693 shares; 2026Q1: 10,015 shares; 2026Q2: 12,839 shares 12,839 $926K 0.24% +2,824 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,710 shares; 2024Q4: 58,268 shares; 2025Q1: 56,311 shares; 2025Q2: 55,531 shares; 2025Q3: 45,777 shares; 2025Q4: 40,550 shares; 2026Q1: 40,716 shares; 2026Q2: 39,519 shares 39,519 $900K 0.24% -1,197 Timeline BUFR 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 reported; 2024Q4: 22,766 shares; 2025Q1: 24,764 shares; 2025Q2: 24,756 shares; 2025Q3: 24,705 shares; 2025Q4: 24,705 shares; 2026Q1: 24,511 shares; 2026Q2: 24,511 shares 24,511 $895K 0.23% 0 Timeline PPA 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: 5,686 shares; 2024Q4: 5,409 shares; 2025Q1: 5,409 shares; 2025Q2: 5,409 shares; 2025Q3: 5,163 shares; 2025Q4: 5,163 shares; 2026Q1: 4,973 shares; 2026Q2: 4,975 shares 4,975 $879K 0.23% +2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,545 shares; 2024Q4: 8,099 shares; 2025Q1: 8,306 shares; 2025Q2: 8,552 shares; 2025Q3: 10,202 shares; 2025Q4: 6,765 shares; 2026Q1: 8,723 shares; 2026Q2: 8,862 shares 8,862 $871K 0.23% +139 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,423 shares; 2024Q4: 9,967 shares; 2025Q1: 9,489 shares; 2025Q2: 9,136 shares; 2025Q3: 9,862 shares; 2025Q4: 10,419 shares; 2026Q1: 11,454 shares; 2026Q2: 11,039 shares 11,039 $864K 0.23% -415 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,258 shares; 2024Q4: 24,004 shares; 2025Q1: 13,673 shares; 2025Q2: 10,915 shares; 2025Q3: 9,964 shares; 2025Q4: 8,803 shares; 2026Q1: 7,998 shares; 2026Q2: 15,301 shares 15,301 $859K 0.22% +7,303 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 reported; 2024Q4: not reported; 2025Q1: 1,427 shares; 2025Q2: 3,517 shares; 2025Q3: 6,071 shares; 2025Q4: 6,430 shares; 2026Q1: 6,034 shares; 2026Q2: 3,074 shares 3,074 $824K 0.22% -2,960 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: 1,172 shares; 2024Q4: 1,314 shares; 2025Q1: 984 shares; 2025Q2: 1,067 shares; 2025Q3: 1,455 shares; 2025Q4: 1,660 shares; 2026Q1: 1,548 shares; 2026Q2: 1,598 shares 1,598 $821K 0.21% +50 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: 2,156 shares; 2024Q4: 2,485 shares; 2025Q1: 2,703 shares; 2025Q2: 3,064 shares; 2025Q3: 2,754 shares; 2025Q4: 3,114 shares; 2026Q1: 3,590 shares; 2026Q2: 3,954 shares 3,954 $818K 0.21% +364 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: 1,984 shares; 2024Q4: 2,137 shares; 2025Q1: 2,222 shares; 2025Q2: 2,181 shares; 2025Q3: 2,607 shares; 2025Q4: 2,784 shares; 2026Q1: 2,485 shares; 2026Q2: 2,314 shares 2,314 $816K 0.21% -171 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 1,902 shares; 2025Q4: 2,494 shares; 2026Q1: 2,598 shares; 2026Q2: 3,257 shares 3,257 $809K 0.21% +659 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 reported; 2024Q4: not reported; 2025Q1: 3,031 shares; 2025Q2: 4,340 shares; 2025Q3: 6,063 shares; 2025Q4: 5,730 shares; 2026Q1: 6,583 shares; 2026Q2: 8,121 shares 8,121 $777K 0.2% +1,538 Timeline S&P GLOBAL INC S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,896 shares 1,896 $772K 0.2% new 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: 363 shares; 2025Q4: 448 shares; 2026Q1: 464 shares; 2026Q2: 650 shares 650 $764K 0.2% +186 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: 1,117 shares; 2024Q4: 1,258 shares; 2025Q1: 1,571 shares; 2025Q2: 1,934 shares; 2025Q3: 2,708 shares; 2025Q4: 2,507 shares; 2026Q1: 2,512 shares; 2026Q2: 2,398 shares 2,398 $755K 0.2% -114 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: 11,384 shares; 2024Q4: 11,528 shares; 2025Q1: 10,580 shares; 2025Q2: 9,675 shares; 2025Q3: 7,395 shares; 2025Q4: 5,499 shares; 2026Q1: 6,137 shares; 2026Q2: 5,515 shares 5,515 $747K 0.19% -622 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,803 shares; 2025Q4: 2,406 shares; 2026Q1: 2,382 shares; 2026Q2: 4,014 shares 4,014 $741K 0.19% +1,632 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,738 shares; 2024Q4: 6,175 shares; 2025Q1: 5,213 shares; 2025Q2: 5,023 shares; 2025Q3: 5,186 shares; 2025Q4: 5,186 shares; 2026Q1: 5,065 shares; 2026Q2: 5,017 shares 5,017 $733K 0.19% -48 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,623 shares; 2024Q4: 4,424 shares; 2025Q1: 5,068 shares; 2025Q2: 6,620 shares; 2025Q3: 7,029 shares; 2025Q4: 7,410 shares; 2026Q1: 8,321 shares; 2026Q2: 8,967 shares 8,967 $728K 0.19% +646 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,567 shares 10,567 $712K 0.19% new 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: 3,771 shares; 2024Q4: 4,229 shares; 2025Q1: 4,786 shares; 2025Q2: 5,442 shares; 2025Q3: 6,679 shares; 2025Q4: 7,438 shares; 2026Q1: 8,603 shares; 2026Q2: 8,726 shares 8,726 $709K 0.19% +123 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 reported; 2024Q4: not reported; 2025Q1: 5,862 shares; 2025Q2: 6,527 shares; 2025Q3: 9,537 shares; 2025Q4: 10,553 shares; 2026Q1: 11,008 shares; 2026Q2: 12,028 shares 12,028 $685K 0.18% +1,020 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,343 shares; 2024Q4: 9,343 shares; 2025Q1: 8,771 shares; 2025Q2: 8,771 shares; 2025Q3: 8,696 shares; 2025Q4: 7,054 shares; 2026Q1: 3,799 shares; 2026Q2: 3,799 shares 3,799 $679K 0.18% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,110 shares; 2026Q2: 48,293 shares 48,293 $671K 0.18% +15,183 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,486 shares; 2024Q4: 2,744 shares; 2025Q1: 3,281 shares; 2025Q2: 4,384 shares; 2025Q3: 4,688 shares; 2025Q4: 4,961 shares; 2026Q1: 6,441 shares; 2026Q2: 6,429 shares 6,429 $668K 0.17% -12 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: 9,308 shares; 2024Q4: 9,746 shares; 2025Q1: 10,989 shares; 2025Q2: 12,750 shares; 2025Q3: 14,363 shares; 2025Q4: 14,467 shares; 2026Q1: 17,190 shares; 2026Q2: 15,608 shares 15,608 $661K 0.17% -1,582 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 486 shares; 2025Q4: 500 shares; 2026Q1: 626 shares; 2026Q2: 627 shares 627 $635K 0.17% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,105 shares; 2025Q3: 1,779 shares; 2025Q4: 1,725 shares; 2026Q1: 2,017 shares; 2026Q2: 2,124 shares 2,124 $633K 0.17% +107 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: 1,070 shares; 2024Q4: 1,138 shares; 2025Q1: 1,466 shares; 2025Q2: 1,347 shares; 2025Q3: 1,087 shares; 2025Q4: 1,299 shares; 2026Q1: 1,346 shares; 2026Q2: 1,511 shares 1,511 $628K 0.16% +165 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,435 shares; 2024Q4: 7,905 shares; 2025Q1: 6,551 shares; 2025Q2: 5,243 shares; 2025Q3: 5,416 shares; 2025Q4: 5,364 shares; 2026Q1: 5,179 shares; 2026Q2: 5,131 shares 5,131 $599K 0.16% -48 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: 760 shares; 2024Q4: 897 shares; 2025Q1: 823 shares; 2025Q2: 916 shares; 2025Q3: 945 shares; 2025Q4: 910 shares; 2026Q1: 1,021 shares; 2026Q2: 1,169 shares 1,169 $595K 0.16% +148 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,400 shares 8,400 $588K 0.15% new 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: 9,243 shares; 2024Q4: 8,532 shares; 2025Q1: 6,422 shares; 2025Q2: 4,940 shares; 2025Q3: 4,656 shares; 2025Q4: 4,134 shares; 2026Q1: 4,251 shares; 2026Q2: 4,184 shares 4,184 $567K 0.15% -67 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,498 shares; 2025Q4: 2,958 shares; 2026Q1: 3,332 shares; 2026Q2: 3,206 shares 3,206 $565K 0.15% -126 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,522 shares; 2025Q3: 18,008 shares; 2025Q4: 16,183 shares; 2026Q1: 19,828 shares; 2026Q2: 21,973 shares 21,973 $557K 0.15% +2,145 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 reported; 2024Q4: not reported; 2025Q1: 3,083 shares; 2025Q2: 3,438 shares; 2025Q3: 3,613 shares; 2025Q4: 3,399 shares; 2026Q1: 3,986 shares; 2026Q2: 3,510 shares 3,510 $557K 0.15% -476 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,714 shares; 2024Q4: 4,349 shares; 2025Q1: 4,449 shares; 2025Q2: 3,965 shares; 2025Q3: 4,135 shares; 2025Q4: 3,799 shares; 2026Q1: 3,711 shares; 2026Q2: 3,106 shares 3,106 $528K 0.14% -605 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,836 shares; 2025Q3: 3,869 shares; 2025Q4: 5,315 shares; 2026Q1: 6,318 shares; 2026Q2: 7,140 shares 7,140 $520K 0.14% +822 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,735 shares; 2025Q4: 2,041 shares; 2026Q1: 2,408 shares; 2026Q2: 2,450 shares 2,450 $512K 0.13% +42 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: 3,448 shares; 2024Q4: 3,584 shares; 2025Q1: 3,484 shares; 2025Q2: 2,979 shares; 2025Q3: 1,941 shares; 2025Q4: 1,821 shares; 2026Q1: 1,844 shares; 2026Q2: 1,873 shares 1,873 $510K 0.13% +29 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,495 shares; 2024Q4: 43,877 shares; 2025Q1: 32,491 shares; 2025Q2: 30,598 shares; 2025Q3: 18,763 shares; 2025Q4: 15,186 shares; 2026Q1: 14,587 shares; 2026Q2: 9,998 shares 9,998 $506K 0.13% -4,589 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 2,420 shares; 2026Q1: 2,675 shares; 2026Q2: 2,781 shares 2,781 $503K 0.13% +106 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,618 shares; 2024Q4: 8,147 shares; 2025Q1: 10,064 shares; 2025Q2: 11,779 shares; 2025Q3: 15,765 shares; 2025Q4: 15,950 shares; 2026Q1: 15,447 shares; 2026Q2: 11,711 shares 11,711 $500K 0.13% -3,736 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: 1,662 shares 1,662 $495K 0.13% new Timeline RDVY 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: 12,070 shares; 2024Q4: 12,984 shares; 2025Q1: 11,443 shares; 2025Q2: 9,178 shares; 2025Q3: 7,585 shares; 2025Q4: 6,284 shares; 2026Q1: 6,287 shares; 2026Q2: 6,090 shares 6,090 $494K 0.13% -197 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,179 shares; 2024Q4: 1,464 shares; 2025Q1: 1,431 shares; 2025Q2: 1,339 shares; 2025Q3: 1,518 shares; 2025Q4: 1,155 shares; 2026Q1: 1,225 shares; 2026Q2: 1,143 shares 1,143 $487K 0.13% -82 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,968 shares; 2024Q4: 4,855 shares; 2025Q1: 3,793 shares; 2025Q2: 3,676 shares; 2025Q3: 3,943 shares; 2025Q4: 3,428 shares; 2026Q1: 4,595 shares; 2026Q2: 4,067 shares 4,067 $480K 0.13% -528 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,109 shares 1,109 $479K 0.12% new Timeline PWB 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: 3,276 shares; 2024Q4: 3,275 shares; 2025Q1: 2,911 shares; 2025Q2: 2,911 shares; 2025Q3: 2,911 shares; 2025Q4: 2,911 shares; 2026Q1: 2,834 shares; 2026Q2: 2,834 shares 2,834 $477K 0.12% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,071 shares; 2025Q4: 3,241 shares; 2026Q1: 3,543 shares; 2026Q2: 3,545 shares 3,545 $455K 0.12% +2 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: 2,636 shares; 2025Q4: 2,871 shares; 2026Q1: 3,117 shares; 2026Q2: 3,225 shares 3,225 $451K 0.12% +108 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 748 shares; 2025Q3: 691 shares; 2025Q4: 653 shares; 2026Q1: 703 shares; 2026Q2: 583 shares 583 $445K 0.12% -120 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: 671 shares; 2024Q4: 717 shares; 2025Q1: 626 shares; 2025Q2: 572 shares; 2025Q3: 618 shares; 2025Q4: 639 shares; 2026Q1: 608 shares; 2026Q2: 585 shares 585 $442K 0.12% -23 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,938 shares; 2025Q3: 3,008 shares; 2025Q4: 2,893 shares; 2026Q1: 2,908 shares; 2026Q2: 2,895 shares 2,895 $439K 0.11% -13 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,198 shares; 2025Q2: 2,157 shares; 2025Q3: 2,726 shares; 2025Q4: 2,553 shares; 2026Q1: 2,486 shares; 2026Q2: 1,368 shares 1,368 $435K 0.11% -1,118 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 366 shares; 2025Q1: 344 shares; 2025Q2: 321 shares; 2025Q3: 342 shares; 2025Q4: 322 shares; 2026Q1: 319 shares; 2026Q2: 319 shares 319 $434K 0.11% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 639 shares; 2025Q4: 578 shares; 2026Q1: 779 shares; 2026Q2: 819 shares 819 $425K 0.11% +40 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 402 shares; 2025Q4: 421 shares; 2026Q1: 425 shares; 2026Q2: 428 shares 428 $419K 0.11% +3 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 455 shares; 2025Q1: 469 shares; 2025Q2: 519 shares; 2025Q3: 660 shares; 2025Q4: 733 shares; 2026Q1: 759 shares; 2026Q2: 826 shares 826 $414K 0.11% +67 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,513 shares; 2025Q2: 2,647 shares; 2025Q3: 3,468 shares; 2025Q4: 3,888 shares; 2026Q1: 4,239 shares; 2026Q2: 3,487 shares 3,487 $407K 0.11% -752 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: 11,383 shares; 2024Q4: 12,209 shares; 2025Q1: 9,919 shares; 2025Q2: 10,153 shares; 2025Q3: 10,577 shares; 2025Q4: 11,266 shares; 2026Q1: 11,811 shares; 2026Q2: 8,184 shares 8,184 $404K 0.11% -3,627 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: 1,114 shares; 2025Q1: 1,437 shares; 2025Q2: 1,657 shares; 2025Q3: 2,046 shares; 2025Q4: 1,878 shares; 2026Q1: 1,925 shares; 2026Q2: 1,006 shares 1,006 $400K 0.1% -919 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: 2,057 shares; 2024Q4: 2,048 shares; 2025Q1: 2,084 shares; 2025Q2: 2,384 shares; 2025Q3: 2,238 shares; 2025Q4: 1,914 shares; 2026Q1: 1,143 shares; 2026Q2: 1,131 shares 1,131 $400K 0.1% -12 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 958 shares; 2025Q3: 958 shares; 2025Q4: 1,189 shares; 2026Q1: 1,189 shares; 2026Q2: 836 shares 836 $399K 0.1% -353 Timeline FDL 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: 12,913 shares; 2024Q4: 12,832 shares; 2025Q1: 9,929 shares; 2025Q2: 9,929 shares; 2025Q3: 8,287 shares; 2025Q4: 8,287 shares; 2026Q1: 8,152 shares; 2026Q2: 8,194 shares 8,194 $399K 0.1% +42 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,254 shares; 2025Q2: 11,806 shares; 2025Q3: 13,673 shares; 2025Q4: 11,162 shares; 2026Q1: 10,704 shares; 2026Q2: 10,953 shares 10,953 $397K 0.1% +249 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,838 shares; 2024Q4: 52,031 shares; 2025Q1: 42,696 shares; 2025Q2: 30,176 shares; 2025Q3: 24,843 shares; 2025Q4: 24,563 shares; 2026Q1: 24,235 shares; 2026Q2: 19,068 shares 19,068 $397K 0.1% -5,167 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares 619 $396K 0.1% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753 shares; 2024Q4: 755 shares; 2025Q1: 600 shares; 2025Q2: 482 shares; 2025Q3: 495 shares; 2025Q4: 395 shares; 2026Q1: 378 shares; 2026Q2: 378 shares 378 $395K 0.1% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,614 shares; 2024Q4: 2,606 shares; 2025Q1: 2,138 shares; 2025Q2: 1,463 shares; 2025Q3: 1,623 shares; 2025Q4: 1,287 shares; 2026Q1: 1,397 shares; 2026Q2: 1,331 shares 1,331 $390K 0.1% -66 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: 7,106 shares; 2024Q4: 6,960 shares; 2025Q1: 5,023 shares; 2025Q2: 5,087 shares; 2025Q3: 5,649 shares; 2025Q4: 3,753 shares; 2026Q1: 3,943 shares; 2026Q2: 4,043 shares 4,043 $389K 0.1% +100 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,289 shares; 2024Q4: 6,365 shares; 2025Q1: 5,147 shares; 2025Q2: 4,434 shares; 2025Q3: 4,650 shares; 2025Q4: 2,713 shares; 2026Q1: 2,568 shares; 2026Q2: 2,355 shares 2,355 $385K 0.1% -213 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,192 shares; 2025Q1: 2,360 shares; 2025Q2: 2,234 shares; 2025Q3: 2,612 shares; 2025Q4: 2,560 shares; 2026Q1: 2,652 shares; 2026Q2: 2,646 shares 2,646 $379K 0.1% -6 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,544 shares; 2025Q4: 1,866 shares; 2026Q1: 2,005 shares; 2026Q2: 1,874 shares 1,874 $356K 0.09% -131 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,746 shares; 2025Q3: 6,308 shares; 2025Q4: 4,847 shares; 2026Q1: 8,802 shares; 2026Q2: 8,000 shares 8,000 $341K 0.09% -802 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,853 shares; 2024Q4: 3,213 shares; 2025Q1: 3,086 shares; 2025Q2: 2,797 shares; 2025Q3: 2,472 shares; 2025Q4: 2,518 shares; 2026Q1: 2,248 shares; 2026Q2: 2,235 shares 2,235 $341K 0.09% -13 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,137 shares; 2026Q1: 1,275 shares; 2026Q2: 1,253 shares 1,253 $337K 0.09% -22 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: 1,729 shares; 2024Q4: 1,719 shares; 2025Q1: 1,573 shares; 2025Q2: 1,218 shares; 2025Q3: 1,218 shares; 2025Q4: 2,270 shares; 2026Q1: 1,978 shares; 2026Q2: 1,766 shares 1,766 $336K 0.09% -212 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,446 shares; 2025Q3: 4,571 shares; 2025Q4: 3,663 shares; 2026Q1: 4,609 shares; 2026Q2: 5,100 shares 5,100 $336K 0.09% +491 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331 shares; 2025Q4: 366 shares; 2026Q1: 409 shares; 2026Q2: 397 shares 397 $330K 0.09% -12 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 2,965 shares; 2025Q3: 2,810 shares; 2025Q4: 2,732 shares; 2026Q1: 3,505 shares; 2026Q2: 3,595 shares 3,595 $329K 0.09% +90 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,175 shares; 2025Q2: 6,955 shares; 2025Q3: 7,118 shares; 2025Q4: 5,409 shares; 2026Q1: 4,675 shares; 2026Q2: 4,111 shares 4,111 $315K 0.08% -564 Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 7,053 shares; 2026Q1: 9,081 shares; 2026Q2: 9,817 shares 9,817 $312K 0.08% +736 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: 11,816 shares; 2024Q4: 12,563 shares; 2025Q1: 11,450 shares; 2025Q2: 8,488 shares; 2025Q3: 4,922 shares; 2025Q4: 3,684 shares; 2026Q1: 3,058 shares; 2026Q2: 3,719 shares 3,719 $311K 0.08% +661 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: 2,247 shares; 2024Q4: 2,884 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares; 2026Q1: 1,940 shares; 2026Q2: 1,941 shares 1,941 $307K 0.08% +1 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: 4,865 shares; 2024Q4: 5,262 shares; 2025Q1: 5,464 shares; 2025Q2: 5,620 shares; 2025Q3: 6,530 shares; 2025Q4: 5,641 shares; 2026Q1: 5,135 shares; 2026Q2: 1,953 shares 1,953 $306K 0.08% -3,182 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 896 shares 896 $300K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,632 shares; 2026Q1: 2,997 shares; 2026Q2: 3,432 shares 3,432 $290K 0.08% +435 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,136 shares; 2026Q1: 1,221 shares; 2026Q2: 1,213 shares 1,213 $288K 0.08% -8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 124 shares 124 $282K 0.07% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 53 shares; 2025Q4: 47 shares; 2026Q1: 49 shares; 2026Q2: 1,578 shares 1,578 $281K 0.07% +1,529 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 712 shares; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $275K 0.07% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,787 shares 1,787 $275K 0.07% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,694 shares 5,694 $271K 0.07% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares; 2026Q2: 1,183 shares 1,183 $256K 0.07% +93 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 566 shares; 2025Q2: 1,026 shares; 2025Q3: 1,516 shares; 2025Q4: 1,975 shares; 2026Q1: 1,699 shares; 2026Q2: 456 shares 456 $256K 0.07% -1,243 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,550 shares; 2025Q4: 3,957 shares; 2026Q1: 3,663 shares; 2026Q2: 3,062 shares 3,062 $253K 0.07% -601 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 1,079 shares; 2025Q1: 1,034 shares; 2025Q2: 1,027 shares; 2025Q3: 517 shares; 2025Q4: 315 shares; 2026Q1: not reported; 2026Q2: 2,112 shares 2,112 $252K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767 shares; 2026Q1: 1,731 shares; 2026Q2: 1,746 shares 1,746 $252K 0.07% +15 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,881 shares; 2026Q1: 1,965 shares; 2026Q2: 1,981 shares 1,981 $250K 0.07% +16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 334 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $250K 0.07% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 393 shares; 2026Q2: 384 shares 384 $247K 0.06% -9 Timeline VONV 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 reported; 2024Q4: not reported; 2025Q1: 2,580 shares; 2025Q2: 3,104 shares; 2025Q3: 2,834 shares; 2025Q4: 3,250 shares; 2026Q1: 2,275 shares; 2026Q2: 2,323 shares 2,323 $247K 0.06% +48 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,627 shares 2,627 $246K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,069 shares; 2026Q1: 4,076 shares; 2026Q2: 4,044 shares 4,044 $244K 0.06% -32 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,112 shares; 2025Q1: 1,269 shares; 2025Q2: 1,430 shares; 2025Q3: 1,684 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 961 shares 961 $237K 0.06% new 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: 2,502 shares; 2024Q4: 2,311 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares; 2026Q1: not reported; 2026Q2: 1,493 shares 1,493 $236K 0.06% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 474 shares 474 $233K 0.06% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,338 shares; 2026Q1: 5,054 shares; 2026Q2: 3,869 shares 3,869 $233K 0.06% -1,185 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares 619 $232K 0.06% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 486 shares; 2026Q2: 467 shares 467 $232K 0.06% -19 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: not reported; 2026Q2: 979 shares 979 $222K 0.06% new Timeline QCLN 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: 9,494 shares; 2024Q4: 8,668 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,581 shares 3,581 $220K 0.06% new 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: 2,276 shares; 2024Q4: not reported; 2025Q1: 2,158 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,108 shares 2,108 $215K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,270 shares 1,270 $215K 0.06% -130 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,833 shares; 2026Q1: 8,974 shares; 2026Q2: 8,704 shares 8,704 $210K 0.05% -270 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,604 shares; 2026Q2: 1,518 shares 1,518 $208K 0.05% -86 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 478 shares; 2025Q1: 483 shares; 2025Q2: 558 shares; 2025Q3: 567 shares; 2025Q4: 693 shares; 2026Q1: 520 shares; 2026Q2: 447 shares 447 $205K 0.05% -73 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,448 shares; 2026Q2: 5,955 shares 5,955 $202K 0.05% -1,493 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,100 shares; 2025Q4: 34,100 shares; 2026Q1: 34,100 shares; 2026Q2: 34,100 shares 34,100 $17.5K <0.01% 0 Timeline