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: 73,214 shares; 2024Q4: 73,384 shares; 2025Q1: 69,579 shares; 2025Q2: 68,845 shares; 2025Q3: 68,690 shares; 2025Q4: 69,078 shares; 2026Q1: 65,613 shares; 2026Q2: 65,403 shares 65,403 $44.9M 9.22% -210 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: 44,403 shares; 2024Q4: 44,627 shares; 2025Q1: 41,603 shares; 2025Q2: 41,498 shares; 2025Q3: 41,544 shares; 2025Q4: 41,768 shares; 2026Q1: 38,191 shares; 2026Q2: 37,979 shares 37,979 $28M 5.74% -212 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: 125,477 shares; 2024Q4: 123,682 shares; 2025Q1: 127,834 shares; 2025Q2: 127,824 shares; 2025Q3: 127,054 shares; 2025Q4: 126,858 shares; 2026Q1: 126,602 shares; 2026Q2: 122,082 shares 122,082 $24.4M 5.01% -4,520 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: 62,927 shares; 2024Q4: 62,793 shares; 2025Q1: 63,283 shares; 2025Q2: 64,036 shares; 2025Q3: 63,812 shares; 2025Q4: 63,814 shares; 2026Q1: 63,457 shares; 2026Q2: 63,547 shares 63,547 $23.5M 4.83% +90 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 549,027 shares; 2026Q1: 470,807 shares; 2026Q2: 402,474 shares 402,474 $21.4M 4.39% -68,333 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: 25,806 shares; 2024Q4: 25,793 shares; 2025Q1: 25,088 shares; 2025Q2: 24,692 shares; 2025Q3: 24,297 shares; 2025Q4: 24,215 shares; 2026Q1: 24,212 shares; 2026Q2: 24,135 shares 24,135 $18.1M 3.71% -77 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,319 shares; 2024Q4: 179,443 shares; 2025Q1: 217,445 shares; 2025Q2: 200,410 shares; 2025Q3: 200,268 shares; 2025Q4: 256,803 shares; 2026Q1: 264,070 shares; 2026Q2: 329,772 shares 329,772 $16.6M 3.41% +65,702 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: 53,458 shares; 2024Q4: 53,536 shares; 2025Q1: 55,352 shares; 2025Q2: 55,323 shares; 2025Q3: 54,801 shares; 2025Q4: 54,817 shares; 2026Q1: 54,901 shares; 2026Q2: 54,091 shares 54,091 $15.7M 3.21% -810 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: 35,074 shares; 2024Q4: 35,061 shares; 2025Q1: 38,122 shares; 2025Q2: 38,191 shares; 2025Q3: 38,317 shares; 2025Q4: 38,294 shares; 2026Q1: 38,322 shares; 2026Q2: 37,906 shares 37,906 $13.5M 2.78% -416 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: 126,977 shares; 2024Q4: 112,711 shares; 2025Q1: 119,768 shares; 2025Q2: 119,492 shares; 2025Q3: 119,627 shares; 2025Q4: 119,634 shares; 2026Q1: 119,174 shares; 2026Q2: 115,583 shares 115,583 $13.5M 2.77% -3,591 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,589 shares; 2024Q4: 95,503 shares; 2025Q1: 63,393 shares; 2025Q2: 63,003 shares; 2025Q3: 62,429 shares; 2025Q4: 62,920 shares; 2026Q1: 101,249 shares; 2026Q2: 100,528 shares 100,528 $10.4M 2.14% -721 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: 42,146 shares; 2024Q4: 42,194 shares; 2025Q1: 44,431 shares; 2025Q2: 26,614 shares; 2025Q3: 26,365 shares; 2025Q4: 27,414 shares; 2026Q1: 33,100 shares; 2026Q2: 33,128 shares 33,128 $9.95M 2.04% +28 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: 24,519 shares; 2024Q4: 24,451 shares; 2025Q1: 25,872 shares; 2025Q2: 25,963 shares; 2025Q3: 26,032 shares; 2025Q4: 26,072 shares; 2026Q1: 26,166 shares; 2026Q2: 25,811 shares 25,811 $9.63M 1.98% -355 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: 26,315 shares; 2024Q4: 26,048 shares; 2025Q1: 28,435 shares; 2025Q2: 28,619 shares; 2025Q3: 28,687 shares; 2025Q4: 28,572 shares; 2026Q1: 28,780 shares; 2026Q2: 28,459 shares 28,459 $9.32M 1.91% -321 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: 14,849 shares; 2024Q4: 14,896 shares; 2025Q1: 15,944 shares; 2025Q2: 15,962 shares; 2025Q3: 15,988 shares; 2025Q4: 16,036 shares; 2026Q1: 16,094 shares; 2026Q2: 15,895 shares 15,895 $8.16M 1.68% -199 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: 5,606 shares; 2024Q4: 5,671 shares; 2025Q1: 6,360 shares; 2025Q2: 6,393 shares; 2025Q3: 6,442 shares; 2025Q4: 6,452 shares; 2026Q1: 6,457 shares; 2026Q2: 6,274 shares 6,274 $7.53M 1.54% -183 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: 103,226 shares; 2024Q4: 97,978 shares; 2025Q1: 51,468 shares; 2025Q2: 50,973 shares; 2025Q3: 51,265 shares; 2025Q4: 51,717 shares; 2026Q1: 104,701 shares; 2026Q2: 103,988 shares 103,988 $7.11M 1.46% -713 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,415 shares; 2025Q3: 9,268 shares; 2025Q4: 9,419 shares; 2026Q1: 11,803 shares; 2026Q2: 11,508 shares 11,508 $6.69M 1.37% -295 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,344 shares; 2024Q4: 112,927 shares; 2025Q1: 111,322 shares; 2025Q2: 107,992 shares; 2025Q3: 109,797 shares; 2025Q4: 245,745 shares; 2026Q1: 324,810 shares; 2026Q2: 325,874 shares 325,874 $6.64M 1.36% +1,064 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: 4,775 shares; 2024Q4: 4,845 shares; 2025Q1: 5,838 shares; 2025Q2: 5,983 shares; 2025Q3: 6,038 shares; 2025Q4: 6,085 shares; 2026Q1: 6,140 shares; 2026Q2: 6,155 shares 6,155 $6.23M 1.28% +15 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,458 shares; 2024Q4: 65,829 shares; 2025Q1: 69,982 shares; 2025Q2: 112,894 shares; 2025Q3: 113,072 shares; 2025Q4: 108,856 shares; 2026Q1: 78,652 shares; 2026Q2: 79,654 shares 79,654 $6.14M 1.26% +1,002 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: 5,900 shares; 2024Q4: 5,952 shares; 2025Q1: 6,554 shares; 2025Q2: 6,590 shares; 2025Q3: 6,616 shares; 2025Q4: 6,621 shares; 2026Q1: 6,630 shares; 2026Q2: 6,562 shares 6,562 $6.14M 1.26% -68 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,909 shares; 2024Q4: 9,037 shares; 2025Q1: 9,950 shares; 2025Q2: 10,190 shares; 2025Q3: 10,227 shares; 2025Q4: 10,288 shares; 2026Q1: 10,373 shares; 2026Q2: 10,440 shares 10,440 $5.88M 1.21% +67 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: 20,501 shares; 2024Q4: 20,451 shares; 2025Q1: 23,023 shares; 2025Q2: 23,172 shares; 2025Q3: 23,201 shares; 2025Q4: 23,477 shares; 2026Q1: 24,273 shares; 2026Q2: 24,463 shares 24,463 $5.83M 1.2% +190 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: 11,670 shares; 2024Q4: 12,153 shares; 2025Q1: 14,781 shares; 2025Q2: 15,333 shares; 2025Q3: 15,438 shares; 2025Q4: 15,491 shares; 2026Q1: 15,604 shares; 2026Q2: 15,038 shares 15,038 $5.68M 1.17% -566 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: 10,778 shares; 2024Q4: 10,989 shares; 2025Q1: 12,716 shares; 2025Q2: 12,815 shares; 2025Q3: 12,914 shares; 2025Q4: 12,964 shares; 2026Q1: 13,051 shares; 2026Q2: 12,860 shares 12,860 $5.41M 1.11% -191 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: 15,708 shares; 2024Q4: 15,508 shares; 2025Q1: 15,511 shares; 2025Q2: 15,392 shares; 2025Q3: 15,393 shares; 2025Q4: 15,352 shares; 2026Q1: 15,368 shares; 2026Q2: 15,158 shares 15,158 $5.36M 1.1% -210 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: 10,379 shares; 2024Q4: 10,421 shares; 2025Q1: 11,615 shares; 2025Q2: 11,620 shares; 2025Q3: 11,602 shares; 2025Q4: 11,595 shares; 2026Q1: 10,517 shares; 2026Q2: 10,364 shares 10,364 $5.19M 1.06% -153 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: 8,350 shares; 2025Q1: 9,164 shares; 2025Q2: 8,871 shares; 2025Q3: 8,895 shares; 2025Q4: 8,908 shares; 2026Q1: 12,336 shares; 2026Q2: 11,886 shares 11,886 $5.15M 1.06% -450 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: 12,162 shares; 2024Q4: 12,296 shares; 2025Q1: 13,811 shares; 2025Q2: 14,001 shares; 2025Q3: 14,096 shares; 2025Q4: 14,196 shares; 2026Q1: 14,375 shares; 2026Q2: 14,468 shares 14,468 $5.1M 1.05% +93 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: 4,161 shares; 2024Q4: 12,342 shares; 2025Q1: 17,725 shares; 2025Q2: 22,507 shares; 2025Q3: 17,235 shares; 2025Q4: 17,378 shares; 2026Q1: 16,129 shares; 2026Q2: 15,824 shares 15,824 $4.71M 0.97% -305 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: 3,905 shares; 2024Q4: 4,444 shares; 2025Q1: 7,202 shares; 2025Q2: 7,761 shares; 2025Q3: 9,060 shares; 2025Q4: 9,166 shares; 2026Q1: 9,262 shares; 2026Q2: 9,088 shares 9,088 $4.34M 0.89% -174 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 145,041 shares; 2026Q1: 223,288 shares; 2026Q2: 225,408 shares 225,408 $4.19M 0.86% +2,120 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,051 shares; 2024Q4: 3,216 shares; 2025Q1: 4,842 shares; 2025Q2: 5,138 shares; 2025Q3: 5,306 shares; 2025Q4: 5,360 shares; 2026Q1: 5,442 shares; 2026Q2: 5,302 shares 5,302 $4.05M 0.83% -140 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: 906 shares; 2026Q1: 3,229 shares; 2026Q2: 3,254 shares 3,254 $3.76M 0.77% +25 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: 5,674 shares; 2024Q4: 5,746 shares; 2025Q1: 5,635 shares; 2025Q2: 5,543 shares; 2025Q3: 5,308 shares; 2025Q4: 5,014 shares; 2026Q1: 4,934 shares; 2026Q2: 4,916 shares 4,916 $3.67M 0.75% -18 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: 1,492 shares; 2024Q4: 1,562 shares; 2025Q1: 1,631 shares; 2025Q2: 2,408 shares; 2025Q3: 2,603 shares; 2025Q4: 2,681 shares; 2026Q1: 2,953 shares; 2026Q2: 2,947 shares 2,947 $3.46M 0.71% -6 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: not reported; 2025Q3: not reported; 2025Q4: 3,908 shares; 2026Q1: 10,373 shares; 2026Q2: 10,501 shares 10,501 $3.18M 0.65% +128 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: 9,448 shares; 2024Q4: 9,829 shares; 2025Q1: 9,736 shares; 2025Q2: 8,955 shares; 2025Q3: 8,453 shares; 2025Q4: 8,565 shares; 2026Q1: 11,141 shares; 2026Q2: 11,227 shares 11,227 $2.85M 0.59% +86 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: 2,195 shares; 2025Q3: 3,343 shares; 2025Q4: 3,907 shares; 2026Q1: 7,912 shares; 2026Q2: 7,902 shares 7,902 $2.65M 0.54% -10 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: 10,527 shares; 2024Q4: 10,540 shares; 2025Q1: 10,451 shares; 2025Q2: 10,486 shares; 2025Q3: 10,116 shares; 2025Q4: 10,250 shares; 2026Q1: 11,164 shares; 2026Q2: 12,433 shares 12,433 $2.65M 0.54% +1,269 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: 5,768 shares; 2024Q4: 5,831 shares; 2025Q1: 5,984 shares; 2025Q2: 5,993 shares; 2025Q3: 6,661 shares; 2025Q4: 6,810 shares; 2026Q1: 6,907 shares; 2026Q2: 6,961 shares 6,961 $2.6M 0.53% +54 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: 22,993 shares; 2024Q4: 22,661 shares; 2025Q1: 22,203 shares; 2025Q2: 21,763 shares; 2025Q3: 21,836 shares; 2025Q4: 21,841 shares; 2026Q1: 22,204 shares; 2026Q2: 22,084 shares 22,084 $2.59M 0.53% -120 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,545 shares; 2024Q4: 8,550 shares; 2025Q1: 8,553 shares; 2025Q2: 8,568 shares; 2025Q3: 8,589 shares; 2025Q4: 8,591 shares; 2026Q1: 8,775 shares; 2026Q2: 8,833 shares 8,833 $2.48M 0.51% +58 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: 10,529 shares; 2024Q4: 10,367 shares; 2025Q1: 10,369 shares; 2025Q2: 10,358 shares; 2025Q3: 10,360 shares; 2025Q4: 10,362 shares; 2026Q1: 10,365 shares; 2026Q2: 10,327 shares 10,327 $2.28M 0.47% -38 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: 12,107 shares; 2024Q4: 12,120 shares; 2025Q1: 12,096 shares; 2025Q2: 15,022 shares; 2025Q3: 12,359 shares; 2025Q4: 12,503 shares; 2026Q1: 12,325 shares; 2026Q2: 12,306 shares 12,306 $2.27M 0.47% -19 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: 757 shares; 2024Q4: 757 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 1,622 shares; 2026Q2: 2,052 shares 2,052 $2.19M 0.45% +430 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,676 shares; 2024Q4: 15,749 shares; 2025Q1: 15,768 shares; 2025Q2: 12,763 shares; 2025Q3: 12,090 shares; 2025Q4: 12,002 shares; 2026Q1: 11,700 shares; 2026Q2: 11,451 shares 11,451 $2.18M 0.45% -249 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: 6,356 shares; 2024Q4: 6,367 shares; 2025Q1: 6,370 shares; 2025Q2: 6,373 shares; 2025Q3: 6,370 shares; 2025Q4: 6,373 shares; 2026Q1: 6,401 shares; 2026Q2: 6,405 shares 6,405 $2.17M 0.44% +4 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: 257 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 550 shares; 2025Q4: 616 shares; 2026Q1: 660 shares; 2026Q2: 1,050 shares 1,050 $2.09M 0.43% +390 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,160 shares; 2024Q4: 5,076 shares; 2025Q1: 5,032 shares; 2025Q2: 5,028 shares; 2025Q3: 4,724 shares; 2025Q4: 4,722 shares; 2026Q1: 4,725 shares; 2026Q2: 4,621 shares 4,621 $1.89M 0.39% -104 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: 12,656 shares; 2024Q4: 12,510 shares; 2025Q1: 12,722 shares; 2025Q2: 12,675 shares; 2025Q3: 14,473 shares; 2025Q4: 12,666 shares; 2026Q1: 12,710 shares; 2026Q2: 12,654 shares 12,654 $1.85M 0.38% -56 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: 3,331 shares; 2025Q1: 3,815 shares; 2025Q2: 5,762 shares; 2025Q3: 10,010 shares; 2025Q4: 10,479 shares; 2026Q1: 10,862 shares; 2026Q2: 10,825 shares 10,825 $1.84M 0.38% -37 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: 6,676 shares; 2024Q4: 6,761 shares; 2025Q1: 6,985 shares; 2025Q2: 6,628 shares; 2025Q3: 6,633 shares; 2025Q4: 6,612 shares; 2026Q1: 6,581 shares; 2026Q2: 6,576 shares 6,576 $1.78M 0.37% -5 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,981 shares; 2024Q4: 5,227 shares; 2025Q1: 4,961 shares; 2025Q2: 4,963 shares; 2025Q3: 4,924 shares; 2025Q4: 9,851 shares; 2026Q1: 9,117 shares; 2026Q2: 9,119 shares 9,119 $1.74M 0.36% +2 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,314 shares; 2024Q4: 3,338 shares; 2025Q1: 3,460 shares; 2025Q2: 3,372 shares; 2025Q3: 3,358 shares; 2025Q4: 3,340 shares; 2026Q1: 3,306 shares; 2026Q2: 12,888 shares 12,888 $1.6M 0.33% +9,582 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 6,023 shares; 2025Q4: 7,722 shares; 2026Q1: 15,695 shares; 2026Q2: 15,709 shares 15,709 $1.6M 0.33% +14 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: 2,245 shares; 2024Q4: not reported; 2025Q1: 2,917 shares; 2025Q2: 3,195 shares; 2025Q3: 3,490 shares; 2025Q4: 3,634 shares; 2026Q1: 3,651 shares; 2026Q2: 3,691 shares 3,691 $1.59M 0.33% +40 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,908 shares; 2026Q1: 30,092 shares; 2026Q2: 29,737 shares 29,737 $1.51M 0.31% -355 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: 14,182 shares; 2024Q4: 14,314 shares; 2025Q1: 15,364 shares; 2025Q2: 15,370 shares; 2025Q3: 15,373 shares; 2025Q4: 15,506 shares; 2026Q1: 15,271 shares; 2026Q2: 15,395 shares 15,395 $1.49M 0.31% +124 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: 1,970 shares; 2024Q4: 4,084 shares; 2025Q1: 4,360 shares; 2025Q2: 4,510 shares; 2025Q3: 4,502 shares; 2025Q4: 4,516 shares; 2026Q1: 4,576 shares; 2026Q2: 4,337 shares 4,337 $1.48M 0.3% -239 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: 17,952 shares; 2024Q4: 17,986 shares; 2025Q1: 18,023 shares; 2025Q2: 18,060 shares; 2025Q3: 18,096 shares; 2025Q4: 18,049 shares; 2026Q1: 18,081 shares; 2026Q2: 18,120 shares 18,120 $1.47M 0.3% +39 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 327 shares; 2025Q2: 326 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 326 shares; 2026Q2: 8,141 shares 8,141 $1.45M 0.3% +7,815 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: 4,014 shares; 2024Q4: 4,027 shares; 2025Q1: 4,038 shares; 2025Q2: 4,008 shares; 2025Q3: 4,015 shares; 2025Q4: 4,009 shares; 2026Q1: 3,997 shares; 2026Q2: 3,972 shares 3,972 $1.44M 0.3% -25 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,939 shares; 2024Q4: 6,942 shares; 2025Q1: 6,946 shares; 2025Q2: 6,927 shares; 2025Q3: 6,753 shares; 2025Q4: 6,723 shares; 2026Q1: 6,729 shares; 2026Q2: 6,712 shares 6,712 $1.43M 0.29% -17 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: 4,042 shares; 2024Q4: 3,970 shares; 2025Q1: 4,065 shares; 2025Q2: 4,030 shares; 2025Q3: 4,032 shares; 2025Q4: 3,999 shares; 2026Q1: 4,013 shares; 2026Q2: 3,943 shares 3,943 $1.35M 0.28% -70 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,308 shares; 2024Q4: 5,361 shares; 2025Q1: 5,794 shares; 2025Q2: 5,665 shares; 2025Q3: 5,532 shares; 2025Q4: 5,506 shares; 2026Q1: 5,438 shares; 2026Q2: 5,333 shares 5,333 $1.29M 0.27% -105 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,000 shares; 2024Q4: 69,000 shares; 2025Q1: 69,000 shares; 2025Q2: 69,000 shares; 2025Q3: 73,543 shares; 2025Q4: 72,457 shares; 2026Q1: 74,971 shares; 2026Q2: 76,006 shares 76,006 $1.27M 0.26% +1,035 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,324 shares; 2024Q4: 5,324 shares; 2025Q1: 5,324 shares; 2025Q2: 5,324 shares; 2025Q3: 5,324 shares; 2025Q4: 5,324 shares; 2026Q1: 5,400 shares; 2026Q2: 5,324 shares 5,324 $1.27M 0.26% -76 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,656 shares; 2024Q4: 65,656 shares; 2025Q1: 65,656 shares; 2025Q2: 65,656 shares; 2025Q3: 65,656 shares; 2025Q4: 65,656 shares; 2026Q1: 65,656 shares; 2026Q2: 65,656 shares 65,656 $1.25M 0.26% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 7,321 shares 7,321 $1.25M 0.26% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,050 shares; 2024Q4: 21,050 shares; 2025Q1: 21,050 shares; 2025Q2: 21,050 shares; 2025Q3: 21,050 shares; 2025Q4: 21,050 shares; 2026Q1: 21,161 shares; 2026Q2: 21,161 shares 21,161 $1.19M 0.24% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 601 shares; 2025Q1: 623 shares; 2025Q2: 614 shares; 2025Q3: 619 shares; 2025Q4: 612 shares; 2026Q1: 616 shares; 2026Q2: 610 shares 610 $1.19M 0.24% -6 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: 20,387 shares; 2024Q4: 20,390 shares; 2025Q1: 20,441 shares; 2025Q2: 20,487 shares; 2025Q3: 20,534 shares; 2025Q4: 20,576 shares; 2026Q1: 20,770 shares; 2026Q2: 20,783 shares 20,783 $1.18M 0.24% +13 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,146 shares 5,146 $1.15M 0.24% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,146 shares 5,146 $1.14M 0.23% new 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: 3,761 shares; 2024Q4: 4,022 shares; 2025Q1: 4,353 shares; 2025Q2: 4,293 shares; 2025Q3: 4,395 shares; 2025Q4: 4,429 shares; 2026Q1: 4,467 shares; 2026Q2: 4,499 shares 4,499 $1.13M 0.23% +32 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,540 shares; 2024Q4: 7,370 shares; 2025Q1: 8,061 shares; 2025Q2: 8,784 shares; 2025Q3: 9,272 shares; 2025Q4: 2,284 shares; 2026Q1: 2,409 shares; 2026Q2: 2,887 shares 2,887 $1.02M 0.21% +478 Timeline BSV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,201 shares; 2026Q2: 13,082 shares 13,082 $1.02M 0.21% -6,119 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,218 shares; 2026Q2: 7,423 shares 7,423 $981K 0.2% +205 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: 2,010 shares; 2024Q4: 2,010 shares; 2025Q1: 2,010 shares; 2025Q2: 3,965 shares; 2025Q3: 4,299 shares; 2025Q4: 4,367 shares; 2026Q1: 4,495 shares; 2026Q2: 4,516 shares 4,516 $978K 0.2% +21 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 840 shares; 2026Q1: 845 shares; 2026Q2: 1,106 shares 1,106 $918K 0.19% +261 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: 2,801 shares; 2025Q2: 3,441 shares; 2025Q3: 3,735 shares; 2025Q4: 3,797 shares; 2026Q1: 3,745 shares; 2026Q2: 3,579 shares 3,579 $911K 0.19% -166 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,383 shares; 2026Q1: 4,271 shares; 2026Q2: 8,618 shares 8,618 $864K 0.18% +4,347 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: 6,785 shares; 2024Q4: 6,068 shares; 2025Q1: 6,110 shares; 2025Q2: 5,576 shares; 2025Q3: 1,919 shares; 2025Q4: 1,920 shares; 2026Q1: 1,889 shares; 2026Q2: 1,892 shares 1,892 $786K 0.16% +3 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.15% 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 reported; 2024Q4: 687 shares; 2025Q1: 698 shares; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 714 shares; 2026Q2: 710 shares 710 $683K 0.14% -4 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,402 shares; 2025Q4: 2,402 shares; 2026Q1: 2,402 shares; 2026Q2: 2,402 shares 2,402 $673K 0.14% 0 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 reported; 2024Q4: not reported; 2025Q1: 3,881 shares; 2025Q2: 3,882 shares; 2025Q3: 3,882 shares; 2025Q4: 3,882 shares; 2026Q1: 3,882 shares; 2026Q2: 3,883 shares 3,883 $647K 0.13% +1 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: not reported; 2025Q2: 1,537 shares; 2025Q3: 1,539 shares; 2025Q4: 1,539 shares; 2026Q1: 1,540 shares; 2026Q2: 1,540 shares 1,540 $567K 0.12% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 52,834 shares; 2025Q4: 64,403 shares; 2026Q1: 69,198 shares; 2026Q2: 67,957 shares 67,957 $560K 0.11% -1,241 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,181 shares; 2024Q4: 56,181 shares; 2025Q1: 50,975 shares; 2025Q2: 50,975 shares; 2025Q3: 50,233 shares; 2025Q4: 45,001 shares; 2026Q1: 51,004 shares; 2026Q2: 51,004 shares 51,004 $557K 0.11% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,000 shares; 2024Q4: 55,677 shares; 2025Q1: 55,942 shares; 2025Q2: 56,244 shares; 2025Q3: 56,891 shares; 2025Q4: 56,903 shares; 2026Q1: 50,415 shares; 2026Q2: 50,429 shares 50,429 $550K 0.11% +14 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,733 shares; 2024Q4: 3,589 shares; 2025Q1: 3,616 shares; 2025Q2: 3,625 shares; 2025Q3: 3,659 shares; 2025Q4: 3,656 shares; 2026Q1: 3,676 shares; 2026Q2: 3,686 shares 3,686 $541K 0.11% +10 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: 2,217 shares; 2024Q4: 2,235 shares; 2025Q1: 2,183 shares; 2025Q2: 2,135 shares; 2025Q3: 2,053 shares; 2025Q4: 2,037 shares; 2026Q1: 2,030 shares; 2026Q2: 2,040 shares 2,040 $531K 0.11% +10 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: 564 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 567 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 547 shares; 2026Q2: 4,379 shares 4,379 $523K 0.11% +3,832 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: 5,020 shares; 2024Q4: 4,612 shares; 2025Q1: 4,759 shares; 2025Q2: 4,490 shares; 2025Q3: 4,160 shares; 2025Q4: 3,979 shares; 2026Q1: 4,129 shares; 2026Q2: 4,052 shares 4,052 $521K 0.11% -77 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: 1,488 shares; 2024Q4: 1,489 shares; 2025Q1: 1,531 shares; 2025Q2: 1,491 shares; 2025Q3: 1,457 shares; 2025Q4: 1,458 shares; 2026Q1: 1,476 shares; 2026Q2: 1,343 shares 1,343 $498K 0.1% -133 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,013 shares; 2025Q1: 16,053 shares; 2025Q2: 16,100 shares; 2025Q3: 16,153 shares; 2025Q4: 16,153 shares; 2026Q1: 26,453 shares; 2026Q2: 26,453 shares 26,453 $462K 0.09% 0 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: 6,049 shares; 2024Q4: 5,400 shares; 2025Q1: 5,237 shares; 2025Q2: 5,081 shares; 2025Q3: 4,903 shares; 2025Q4: 4,868 shares; 2026Q1: 4,815 shares; 2026Q2: 4,781 shares 4,781 $460K 0.09% -34 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,841 shares; 2024Q4: 5,843 shares; 2025Q1: 5,843 shares; 2025Q2: 5,726 shares; 2025Q3: 5,415 shares; 2025Q4: 5,342 shares; 2026Q1: 5,342 shares; 2026Q2: 5,347 shares 5,347 $435K 0.09% +5 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,149 shares; 2025Q3: 1,496 shares; 2025Q4: 1,718 shares; 2026Q1: 4,136 shares; 2026Q2: 2,112 shares 2,112 $424K 0.09% -2,024 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: 1,850 shares; 2025Q4: 2,027 shares; 2026Q1: 2,195 shares; 2026Q2: 2,210 shares 2,210 $419K 0.09% +15 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 770 shares; 2024Q4: 773 shares; 2025Q1: 776 shares; 2025Q2: 779 shares; 2025Q3: 781 shares; 2025Q4: 782 shares; 2026Q1: 785 shares; 2026Q2: 774 shares 774 $404K 0.08% -11 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 10,104 shares; 2026Q2: 12,131 shares 12,131 $402K 0.08% +2,027 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: 2,305 shares; 2024Q4: 2,435 shares; 2025Q1: 2,719 shares; 2025Q2: 2,416 shares; 2025Q3: 2,427 shares; 2025Q4: 2,288 shares; 2026Q1: 2,412 shares; 2026Q2: 2,297 shares 2,297 $381K 0.08% -115 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: 1,364 shares; 2024Q4: 1,370 shares; 2025Q1: 1,375 shares; 2025Q2: 1,383 shares; 2025Q3: 1,391 shares; 2025Q4: 1,399 shares; 2026Q1: 1,406 shares; 2026Q2: 1,412 shares 1,412 $379K 0.08% +6 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: 164 shares 164 $373K 0.08% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,563 shares; 2024Q4: 28,000 shares; 2025Q1: 27,682 shares; 2025Q2: 25,756 shares; 2025Q3: 16,337 shares; 2025Q4: 15,955 shares; 2026Q1: 16,362 shares; 2026Q2: 15,108 shares 15,108 $371K 0.08% -1,254 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: 601 shares; 2025Q4: 806 shares; 2026Q1: 906 shares; 2026Q2: 935 shares 935 $351K 0.07% +29 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 3,880 shares; 2026Q2: 3,908 shares 3,908 $347K 0.07% +28 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,227 shares; 2025Q2: 11,227 shares; 2025Q3: 8,853 shares; 2025Q4: 8,312 shares; 2026Q1: 6,887 shares; 2026Q2: 6,887 shares 6,887 $343K 0.07% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 2,711 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares; 2026Q1: 2,711 shares; 2026Q2: 2,711 shares 2,711 $326K 0.07% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE 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: 4,988 shares 4,988 $324K 0.07% new 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: 496 shares 496 $317K 0.07% new Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 10,410 shares; 2026Q1: 12,929 shares; 2026Q2: 13,008 shares 13,008 $312K 0.06% +79 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 395 shares; 2025Q1: 399 shares; 2025Q2: 397 shares; 2025Q3: 392 shares; 2025Q4: 390 shares; 2026Q1: 396 shares; 2026Q2: 396 shares 396 $299K 0.06% 0 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: 2,358 shares; 2024Q4: 2,390 shares; 2025Q1: 2,480 shares; 2025Q2: 2,477 shares; 2025Q3: 2,262 shares; 2025Q4: 2,272 shares; 2026Q1: 2,365 shares; 2026Q2: 2,138 shares 2,138 $292K 0.06% -227 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: 1,268 shares; 2024Q4: 1,270 shares; 2025Q1: 1,273 shares; 2025Q2: 1,276 shares; 2025Q3: 1,278 shares; 2025Q4: 2,562 shares; 2026Q1: 2,484 shares; 2026Q2: 2,490 shares 2,490 $292K 0.06% +6 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,393 shares; 2026Q1: 6,520 shares; 2026Q2: 6,981 shares 6,981 $292K 0.06% +461 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,812 shares; 2025Q1: 4,524 shares; 2025Q2: 5,086 shares; 2025Q3: 5,260 shares; 2025Q4: 5,525 shares; 2026Q1: 5,615 shares; 2026Q2: 5,671 shares 5,671 $285K 0.06% +56 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: 1,656 shares; 2024Q4: not reported; 2025Q1: 1,680 shares; 2025Q2: 1,671 shares; 2025Q3: 1,627 shares; 2025Q4: 1,568 shares; 2026Q1: 1,585 shares; 2026Q2: 1,565 shares 1,565 $283K 0.06% -20 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,947 shares 1,947 $272K 0.06% new Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,333 shares; 2026Q1: 3,333 shares; 2026Q2: 3,333 shares 3,333 $271K 0.06% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: not reported; 2025Q4: 746 shares; 2026Q1: 674 shares; 2026Q2: 624 shares 624 $266K 0.05% -50 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 reported; 2024Q4: not reported; 2025Q1: 2,288 shares; 2025Q2: 2,292 shares; 2025Q3: 2,298 shares; 2025Q4: 2,284 shares; 2026Q1: 2,347 shares; 2026Q2: 2,339 shares 2,339 $265K 0.05% -8 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 625 shares 625 $265K 0.05% new 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: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 973 shares 973 $262K 0.05% +90 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 3,162 shares; 2025Q4: 4,324 shares; 2026Q1: 5,093 shares; 2026Q2: 5,202 shares 5,202 $259K 0.05% +109 Timeline SPTM 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: not reported; 2025Q2: 2,763 shares; 2025Q3: 2,787 shares; 2025Q4: 2,804 shares; 2026Q1: 2,826 shares; 2026Q2: 2,847 shares 2,847 $258K 0.05% +21 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: 737 shares; 2025Q4: 740 shares; 2026Q1: 743 shares; 2026Q2: 745 shares 745 $256K 0.05% +2 Timeline QNT QUANTINUUM INC More: the full row for QUANTINUUM 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: 3,075 shares 3,075 $251K 0.05% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 768 shares; 2025Q2: not reported; 2025Q3: 742 shares; 2025Q4: 744 shares; 2026Q1: 746 shares; 2026Q2: 744 shares 744 $246K 0.05% -2 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,976 shares; 2025Q4: 1,976 shares; 2026Q1: 2,044 shares; 2026Q2: 2,044 shares 2,044 $243K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 610 shares 610 $242K 0.05% new Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,666 shares; 2026Q2: 2,707 shares 2,707 $240K 0.05% +41 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,162 shares; 2024Q4: 2,042 shares; 2025Q1: 2,127 shares; 2025Q2: 2,275 shares; 2025Q3: 2,186 shares; 2025Q4: 2,201 shares; 2026Q1: 2,287 shares; 2026Q2: 2,298 shares 2,298 $239K 0.05% +11 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR 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: 2,656 shares 2,656 $229K 0.05% 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: 1,371 shares; 2026Q2: 1,352 shares 1,352 $229K 0.05% -19 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535 shares 535 $228K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: 5,081 shares; 2025Q2: 4,388 shares; 2025Q3: 4,203 shares; 2025Q4: 4,058 shares; 2026Q1: 3,882 shares; 2026Q2: 3,782 shares 3,782 $226K 0.05% -100 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 824 shares; 2025Q4: 1,086 shares; 2026Q1: 1,436 shares; 2026Q2: 1,361 shares 1,361 $225K 0.05% -75 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,176 shares 1,176 $218K 0.04% new Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 5,298 shares 5,298 $216K 0.04% new Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES 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: 9,917 shares 9,917 $212K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 934 shares 934 $209K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,377 shares; 2025Q3: not reported; 2025Q4: 1,262 shares; 2026Q1: not reported; 2026Q2: 1,251 shares 1,251 $203K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 309 shares; 2024Q4: 328 shares; 2025Q1: 357 shares; 2025Q2: 358 shares; 2025Q3: 503 shares; 2025Q4: 2,498 shares; 2026Q1: 2,407 shares; 2026Q2: 2,032 shares 2,032 $202K 0.04% -375 Timeline UYG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares; 2025Q2: 2,704 shares; 2025Q3: 2,264 shares; 2025Q4: 2,462 shares; 2026Q1: not reported; 2026Q2: 2,356 shares 2,356 $202K 0.04% new Timeline R RYDER SYS INC More: the full row for RYDER SYS 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: 762 shares 762 $201K 0.04% new Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,700 shares 12,700 $155K 0.03% new Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,103 shares; 2025Q4: 30,325 shares; 2026Q1: 34,506 shares; 2026Q2: 36,283 shares 36,283 $133K 0.03% +1,777 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $87.6K 0.02% 0 Timeline MNTS MOMENTUS INC More: the full row for MOMENTUS 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: 12,154 shares 12,154 $81.7K 0.02% new Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX 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: 11,107 shares 11,107 $65.3K 0.01% new Timeline