AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753,572 shares; 2024Q4: 740,786 shares; 2025Q1: 731,511 shares; 2025Q2: 699,582 shares; 2025Q3: 678,668 shares; 2025Q4: 638,218 shares; 2026Q1: 621,500 shares; 2026Q2: 613,022 shares 613,022 $177M 9.39% -8,478 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,504 shares; 2024Q4: 469,909 shares; 2025Q1: 487,893 shares; 2025Q2: 506,634 shares; 2025Q3: 529,964 shares; 2025Q4: 545,249 shares; 2026Q1: 543,247 shares; 2026Q2: 569,817 shares 569,817 $82.3M 4.36% +26,570 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 268,785 shares; 2025Q1: 660,425 shares; 2025Q2: 743,105 shares; 2025Q3: 807,675 shares; 2025Q4: 816,217 shares; 2026Q1: 838,252 shares; 2026Q2: 1,327,074 shares 1,327,074 $77.2M 4.09% +488,822 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: 215,977 shares; 2024Q4: 214,815 shares; 2025Q1: 219,776 shares; 2025Q2: 214,618 shares; 2025Q3: 214,474 shares; 2025Q4: 204,557 shares; 2026Q1: 201,256 shares; 2026Q2: 198,188 shares 198,188 $70.8M 3.75% -3,068 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: 159,800 shares; 2024Q4: 159,109 shares; 2025Q1: 159,708 shares; 2025Q2: 155,996 shares; 2025Q3: 155,202 shares; 2025Q4: 150,681 shares; 2026Q1: 149,414 shares; 2026Q2: 149,249 shares 149,249 $55.7M 2.95% -165 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,264 shares; 2024Q4: 321,715 shares; 2025Q1: 319,120 shares; 2025Q2: 338,414 shares; 2025Q3: 369,729 shares; 2025Q4: 370,314 shares; 2026Q1: 368,049 shares; 2026Q2: 1,016,204 shares 1,016,204 $51.4M 2.72% +648,155 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: 185,936 shares; 2024Q4: 183,208 shares; 2025Q1: 179,842 shares; 2025Q2: 173,693 shares; 2025Q3: 171,125 shares; 2025Q4: 162,855 shares; 2026Q1: 160,444 shares; 2026Q2: 161,030 shares 161,030 $40.5M 2.14% +586 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: 135,029 shares; 2024Q4: 133,270 shares; 2025Q1: 130,423 shares; 2025Q2: 126,848 shares; 2025Q3: 125,529 shares; 2025Q4: 119,676 shares; 2026Q1: 117,013 shares; 2026Q2: 116,320 shares 116,320 $38.1M 2.02% -693 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002,393 shares; 2024Q4: 982,190 shares; 2025Q1: 980,340 shares; 2025Q2: 950,038 shares; 2025Q3: 946,185 shares; 2025Q4: 775,730 shares; 2026Q1: 774,162 shares; 2026Q2: 772,292 shares 772,292 $35.7M 1.89% -1,870 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: 108,570 shares; 2024Q4: 107,627 shares; 2025Q1: 106,356 shares; 2025Q2: 104,704 shares; 2025Q3: 103,741 shares; 2025Q4: 98,687 shares; 2026Q1: 98,147 shares; 2026Q2: 97,925 shares 97,925 $33.6M 1.78% -222 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,106 shares; 2024Q4: 150,109 shares; 2025Q1: 148,279 shares; 2025Q2: 145,900 shares; 2025Q3: 144,811 shares; 2025Q4: 138,530 shares; 2026Q1: 134,228 shares; 2026Q2: 133,760 shares 133,760 $29.2M 1.55% -468 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: 155,530 shares; 2024Q4: 154,630 shares; 2025Q1: 154,783 shares; 2025Q2: 153,910 shares; 2025Q3: 153,243 shares; 2025Q4: 147,845 shares; 2026Q1: 147,633 shares; 2026Q2: 147,061 shares 147,061 $27.9M 1.48% -572 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: 87,876 shares; 2024Q4: 85,468 shares; 2025Q1: 84,717 shares; 2025Q2: 80,669 shares; 2025Q3: 80,079 shares; 2025Q4: 76,923 shares; 2026Q1: 74,656 shares; 2026Q2: 73,552 shares 73,552 $26M 1.38% -1,104 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: 250,415 shares; 2024Q4: 245,526 shares; 2025Q1: 240,300 shares; 2025Q2: 234,338 shares; 2025Q3: 232,263 shares; 2025Q4: 226,442 shares; 2026Q1: 218,459 shares; 2026Q2: 215,034 shares 215,034 $24.4M 1.29% -3,425 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,667 shares; 2024Q4: 86,281 shares; 2025Q1: 86,281 shares; 2025Q2: 86,281 shares; 2025Q3: 86,281 shares; 2025Q4: 86,281 shares; 2026Q1: 86,281 shares; 2026Q2: 86,281 shares 86,281 $22.9M 1.21% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,009 shares; 2024Q4: 67,284 shares; 2025Q1: 67,034 shares; 2025Q2: 59,170 shares; 2025Q3: 62,591 shares; 2025Q4: 62,900 shares; 2026Q1: 62,121 shares; 2026Q2: 62,089 shares 62,089 $22.7M 1.2% -32 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: 97,785 shares; 2024Q4: 95,416 shares; 2025Q1: 93,232 shares; 2025Q2: 91,307 shares; 2025Q3: 90,795 shares; 2025Q4: 88,475 shares; 2026Q1: 89,379 shares; 2026Q2: 88,599 shares 88,599 $22.5M 1.19% -780 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: 155,796 shares; 2024Q4: 156,901 shares; 2025Q1: 155,419 shares; 2025Q2: 150,440 shares; 2025Q3: 150,496 shares; 2025Q4: 145,285 shares; 2026Q1: 142,621 shares; 2026Q2: 140,892 shares 140,892 $21.3M 1.13% -1,729 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: 56,347 shares; 2024Q4: 55,791 shares; 2025Q1: 53,609 shares; 2025Q2: 45,720 shares; 2025Q3: 45,441 shares; 2025Q4: 40,212 shares; 2026Q1: 37,820 shares; 2026Q2: 36,406 shares 36,406 $21.1M 1.12% -1,414 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: 26,117 shares; 2024Q4: 25,696 shares; 2025Q1: 25,199 shares; 2025Q2: 23,905 shares; 2025Q3: 23,579 shares; 2025Q4: 22,010 shares; 2026Q1: 21,685 shares; 2026Q2: 21,289 shares 21,289 $19.9M 1.05% -396 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: 134,326 shares; 2024Q4: 135,105 shares; 2025Q1: 134,318 shares; 2025Q2: 136,310 shares; 2025Q3: 136,904 shares; 2025Q4: 137,941 shares; 2026Q1: 141,871 shares; 2026Q2: 142,108 shares 142,108 $19.4M 1.03% +237 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: 39,407 shares; 2024Q4: 40,277 shares; 2025Q1: 41,008 shares; 2025Q2: 51,901 shares; 2025Q3: 52,589 shares; 2025Q4: 48,021 shares; 2026Q1: 44,990 shares; 2026Q2: 43,934 shares 43,934 $18.3M 0.97% -1,056 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,878 shares; 2025Q1: 21,328 shares; 2025Q2: 27,288 shares; 2025Q3: 46,293 shares; 2025Q4: 62,941 shares; 2026Q1: 65,046 shares; 2026Q2: 66,146 shares 66,146 $18.1M 0.96% +1,100 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: 16,270 shares; 2024Q4: 16,275 shares; 2025Q1: 16,919 shares; 2025Q2: 16,732 shares; 2025Q3: 16,276 shares; 2025Q4: 15,364 shares; 2026Q1: 15,238 shares; 2026Q2: 15,068 shares 15,068 $18.1M 0.96% -170 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225,003 shares; 2024Q4: 195,701 shares; 2025Q1: 192,972 shares; 2025Q2: 190,453 shares; 2025Q3: 185,971 shares; 2025Q4: 176,348 shares; 2026Q1: 170,770 shares; 2026Q2: 170,568 shares 170,568 $17.7M 0.94% -202 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: 4,328 shares; 2024Q4: 4,559 shares; 2025Q1: 5,565 shares; 2025Q2: 21,950 shares; 2025Q3: 29,318 shares; 2025Q4: 36,841 shares; 2026Q1: 44,288 shares; 2026Q2: 47,793 shares 47,793 $17.6M 0.93% +3,505 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,483 shares; 2024Q4: 191,528 shares; 2025Q1: 195,650 shares; 2025Q2: 187,751 shares; 2025Q3: 194,276 shares; 2025Q4: 207,776 shares; 2026Q1: 210,476 shares; 2026Q2: 212,608 shares 212,608 $16.8M 0.89% +2,132 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,384 shares; 2024Q4: 123,953 shares; 2025Q1: 162,311 shares; 2025Q2: 182,759 shares; 2025Q3: 226,689 shares; 2025Q4: 245,344 shares; 2026Q1: 267,037 shares; 2026Q2: 275,350 shares 275,350 $16.3M 0.86% +8,313 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: 21,824 shares; 2024Q4: 21,943 shares; 2025Q1: 22,313 shares; 2025Q2: 23,032 shares; 2025Q3: 23,113 shares; 2025Q4: 21,219 shares; 2026Q1: 21,423 shares; 2026Q2: 21,138 shares 21,138 $15.8M 0.84% -285 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 211,086 shares; 2024Q4: 208,909 shares; 2025Q1: 216,754 shares; 2025Q2: 216,619 shares; 2025Q3: 215,861 shares; 2025Q4: 195,921 shares; 2026Q1: 195,854 shares; 2026Q2: 196,593 shares 196,593 $15.5M 0.82% +739 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: 13,938 shares; 2024Q4: 15,074 shares; 2025Q1: 17,278 shares; 2025Q2: 17,287 shares; 2025Q3: 21,380 shares; 2025Q4: 21,381 shares; 2026Q1: 22,028 shares; 2026Q2: 21,819 shares 21,819 $15M 0.79% -209 Timeline HEDJ 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: 24,347 shares; 2025Q2: 251,207 shares; 2025Q3: 268,095 shares; 2025Q4: 262,612 shares; 2026Q1: 263,192 shares; 2026Q2: 262,566 shares 262,566 $15M 0.79% -626 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: 7,808 shares; 2024Q4: 8,708 shares; 2025Q1: 9,250 shares; 2025Q2: 9,510 shares; 2025Q3: 9,027 shares; 2025Q4: 7,940 shares; 2026Q1: 20,091 shares; 2026Q2: 19,511 shares 19,511 $14.9M 0.79% -580 Timeline KRE 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: 81,236 shares; 2024Q4: 146,100 shares; 2025Q1: 165,262 shares; 2025Q2: 169,347 shares; 2025Q3: 186,533 shares; 2025Q4: 193,038 shares; 2026Q1: 198,009 shares; 2026Q2: 198,510 shares 198,510 $14.9M 0.79% +501 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,515 shares; 2024Q4: 119,610 shares; 2025Q1: 118,391 shares; 2025Q2: 117,472 shares; 2025Q3: 116,682 shares; 2025Q4: 117,282 shares; 2026Q1: 116,943 shares; 2026Q2: 114,833 shares 114,833 $14.6M 0.77% -2,110 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,037 shares; 2024Q4: 425,304 shares; 2025Q1: 424,382 shares; 2025Q2: 394,432 shares; 2025Q3: 332,449 shares; 2025Q4: 302,698 shares; 2026Q1: 276,071 shares; 2026Q2: 258,510 shares 258,510 $14.6M 0.77% -17,561 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: 37,838 shares; 2024Q4: 39,285 shares; 2025Q1: 41,742 shares; 2025Q2: 42,927 shares; 2025Q3: 47,318 shares; 2025Q4: 46,693 shares; 2026Q1: 59,579 shares; 2026Q2: 60,485 shares 60,485 $14.4M 0.76% +906 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: 221,418 shares; 2024Q4: 221,558 shares; 2025Q1: 210,348 shares; 2025Q2: 207,789 shares; 2025Q3: 200,391 shares; 2025Q4: 171,376 shares; 2026Q1: 171,931 shares; 2026Q2: 170,785 shares 170,785 $13.9M 0.73% -1,146 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: 57,935 shares; 2024Q4: 57,221 shares; 2025Q1: 56,267 shares; 2025Q2: 54,856 shares; 2025Q3: 52,656 shares; 2025Q4: 49,414 shares; 2026Q1: 47,110 shares; 2026Q2: 46,559 shares 46,559 $13.9M 0.73% -551 Timeline HELO 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: 235,837 shares; 2024Q4: 256,639 shares; 2025Q1: 276,909 shares; 2025Q2: 257,719 shares; 2025Q3: 252,238 shares; 2025Q4: 244,071 shares; 2026Q1: 211,965 shares; 2026Q2: 201,158 shares 201,158 $13.6M 0.72% -10,807 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: 24,322 shares; 2024Q4: 24,113 shares; 2025Q1: 24,134 shares; 2025Q2: 24,138 shares; 2025Q3: 25,195 shares; 2025Q4: 50,721 shares; 2026Q1: 51,905 shares; 2026Q2: 69,511 shares 69,511 $13.2M 0.7% +17,606 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: 179,474 shares; 2024Q4: 173,678 shares; 2025Q1: 167,636 shares; 2025Q2: 124,433 shares; 2025Q3: 122,624 shares; 2025Q4: 115,604 shares; 2026Q1: 114,269 shares; 2026Q2: 112,543 shares 112,543 $13.2M 0.7% -1,726 Timeline RSPT 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: not reported; 2025Q2: not reported; 2025Q3: 76,637 shares; 2025Q4: 196,270 shares; 2026Q1: 181,795 shares; 2026Q2: 199,968 shares 199,968 $12.9M 0.68% +18,173 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,560 shares; 2025Q2: 179,220 shares; 2025Q3: 232,800 shares; 2025Q4: 252,540 shares; 2026Q1: 272,380 shares; 2026Q2: 305,520 shares 305,520 $12.9M 0.68% +33,140 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: 125,646 shares; 2024Q4: 124,510 shares; 2025Q1: 120,050 shares; 2025Q2: 110,616 shares; 2025Q3: 109,188 shares; 2025Q4: 101,425 shares; 2026Q1: 100,070 shares; 2026Q2: 99,256 shares 99,256 $12.8M 0.68% -814 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,135 shares; 2024Q4: 108,639 shares; 2025Q1: 107,790 shares; 2025Q2: 106,936 shares; 2025Q3: 103,589 shares; 2025Q4: 96,597 shares; 2026Q1: 91,888 shares; 2026Q2: 91,881 shares 91,881 $12.6M 0.67% -7 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: 181,530 shares; 2024Q4: 171,942 shares; 2025Q1: 159,635 shares; 2025Q2: 155,390 shares; 2025Q3: 149,125 shares; 2025Q4: 141,655 shares; 2026Q1: 139,478 shares; 2026Q2: 138,243 shares 138,243 $12.1M 0.64% -1,235 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: 164,210 shares; 2024Q4: 160,503 shares; 2025Q1: 159,078 shares; 2025Q2: 150,692 shares; 2025Q3: 147,381 shares; 2025Q4: 140,518 shares; 2026Q1: 136,916 shares; 2026Q2: 130,516 shares 130,516 $11.8M 0.63% -6,400 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: 104,168 shares; 2024Q4: 105,973 shares; 2025Q1: 106,511 shares; 2025Q2: 106,724 shares; 2025Q3: 107,001 shares; 2025Q4: 106,436 shares; 2026Q1: 109,488 shares; 2026Q2: 122,344 shares 122,344 $11.3M 0.6% +12,856 Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 212,015 shares; 2024Q4: 190,093 shares; 2025Q1: 187,062 shares; 2025Q2: 172,485 shares; 2025Q3: 165,051 shares; 2025Q4: 147,213 shares; 2026Q1: 146,429 shares; 2026Q2: 147,496 shares 147,496 $11M 0.58% +1,067 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,281 shares; 2024Q4: 373,615 shares; 2025Q1: 370,551 shares; 2025Q2: 360,614 shares; 2025Q3: 358,610 shares; 2025Q4: 338,016 shares; 2026Q1: 333,919 shares; 2026Q2: 313,341 shares 313,341 $9.9M 0.52% -20,578 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 164,904 shares; 2024Q4: 154,180 shares; 2025Q1: 148,761 shares; 2025Q2: 133,993 shares; 2025Q3: 123,764 shares; 2025Q4: 116,823 shares; 2026Q1: 111,546 shares; 2026Q2: 107,001 shares 107,001 $9.68M 0.51% -4,545 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: 26,709 shares; 2024Q4: 26,379 shares; 2025Q1: 26,439 shares; 2025Q2: 26,191 shares; 2025Q3: 26,123 shares; 2025Q4: 25,912 shares; 2026Q1: 26,519 shares; 2026Q2: 26,436 shares 26,436 $9.32M 0.49% -83 Timeline IEI 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: 61,195 shares; 2026Q1: 76,784 shares; 2026Q2: 79,260 shares 79,260 $9.31M 0.49% +2,476 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,610 shares; 2024Q4: 34,564 shares; 2025Q1: 34,639 shares; 2025Q2: 31,280 shares; 2025Q3: 30,824 shares; 2025Q4: 29,308 shares; 2026Q1: 27,931 shares; 2026Q2: 27,602 shares 27,602 $9.12M 0.48% -329 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: 34,669 shares; 2024Q4: 34,596 shares; 2025Q1: 35,891 shares; 2025Q2: 36,588 shares; 2025Q3: 37,260 shares; 2025Q4: 43,640 shares; 2026Q1: 43,484 shares; 2026Q2: 42,433 shares 42,433 $8.49M 0.45% -1,051 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,309 shares; 2025Q2: 42,339 shares; 2025Q3: 54,544 shares; 2025Q4: 63,582 shares; 2026Q1: 78,908 shares; 2026Q2: 81,333 shares 81,333 $8.45M 0.45% +2,425 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: 60,109 shares; 2024Q4: 58,412 shares; 2025Q1: 57,522 shares; 2025Q2: 55,991 shares; 2025Q3: 52,728 shares; 2025Q4: 50,954 shares; 2026Q1: 50,755 shares; 2026Q2: 50,245 shares 50,245 $8.33M 0.44% -510 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: 24,603 shares; 2024Q4: 23,963 shares; 2025Q1: 25,048 shares; 2025Q2: 30,778 shares; 2025Q3: 32,528 shares; 2025Q4: 35,100 shares; 2026Q1: 37,357 shares; 2026Q2: 38,472 shares 38,472 $8.33M 0.44% +1,115 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: 22,877 shares; 2024Q4: 29,717 shares; 2025Q1: 34,102 shares; 2025Q2: 36,127 shares; 2025Q3: 36,202 shares; 2025Q4: 36,107 shares; 2026Q1: 36,160 shares; 2026Q2: 44,903 shares 44,903 $8.32M 0.44% +8,743 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,073 shares; 2024Q4: 78,248 shares; 2025Q1: 76,801 shares; 2025Q2: 72,472 shares; 2025Q3: 71,056 shares; 2025Q4: 66,294 shares; 2026Q1: 64,944 shares; 2026Q2: 64,669 shares 64,669 $7.71M 0.41% -275 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,759 shares; 2024Q4: 40,038 shares; 2025Q1: 42,472 shares; 2025Q2: 45,976 shares; 2025Q3: 56,940 shares; 2025Q4: 87,438 shares; 2026Q1: 83,352 shares; 2026Q2: 92,161 shares 92,161 $7.57M 0.4% +8,809 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: 3,651 shares; 2024Q4: 3,862 shares; 2025Q1: 4,038 shares; 2025Q2: 6,134 shares; 2025Q3: 6,134 shares; 2025Q4: 6,358 shares; 2026Q1: 6,417 shares; 2026Q2: 6,392 shares 6,392 $7.51M 0.4% -25 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,835 shares; 2024Q4: 63,606 shares; 2025Q1: 63,112 shares; 2025Q2: 62,895 shares; 2025Q3: 62,014 shares; 2025Q4: 58,191 shares; 2026Q1: 59,748 shares; 2026Q2: 59,258 shares 59,258 $7.5M 0.4% -490 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,175 shares; 2025Q2: 44,950 shares; 2025Q3: 65,325 shares; 2025Q4: 74,925 shares; 2026Q1: 77,325 shares; 2026Q2: 80,025 shares 80,025 $7.38M 0.39% +2,700 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: 43,709 shares; 2024Q4: 44,507 shares; 2025Q1: 45,269 shares; 2025Q2: 44,319 shares; 2025Q3: 44,136 shares; 2025Q4: 45,277 shares; 2026Q1: 45,162 shares; 2026Q2: 45,450 shares 45,450 $7.21M 0.38% +288 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,315 shares; 2024Q4: 190,426 shares; 2025Q1: 185,556 shares; 2025Q2: 136,434 shares; 2025Q3: 130,112 shares; 2025Q4: 119,407 shares; 2026Q1: 115,332 shares; 2026Q2: 113,297 shares 113,297 $7.11M 0.38% -2,035 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,082 shares; 2024Q4: 5,794 shares; 2025Q1: 5,577 shares; 2025Q2: 80,378 shares; 2025Q3: 79,513 shares; 2025Q4: 76,328 shares; 2026Q1: 75,533 shares; 2026Q2: 76,361 shares 76,361 $7.03M 0.37% +828 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: 11,648 shares; 2024Q4: 11,113 shares; 2025Q1: 10,795 shares; 2025Q2: 10,770 shares; 2025Q3: 10,700 shares; 2025Q4: 10,499 shares; 2026Q1: 9,864 shares; 2026Q2: 9,644 shares 9,644 $6.97M 0.37% -220 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: 57,279 shares; 2024Q4: 56,878 shares; 2025Q1: 55,987 shares; 2025Q2: 53,787 shares; 2025Q3: 51,080 shares; 2025Q4: 49,569 shares; 2026Q1: 48,892 shares; 2026Q2: 48,746 shares 48,746 $6.6M 0.35% -146 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,197 shares; 2024Q4: 5,397 shares; 2025Q1: 7,057 shares; 2025Q2: 10,705 shares; 2025Q3: 16,469 shares; 2025Q4: 19,637 shares; 2026Q1: 20,283 shares; 2026Q2: 25,841 shares 25,841 $6.26M 0.33% +5,558 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: 4,119 shares; 2024Q4: 4,122 shares; 2025Q1: 4,096 shares; 2025Q2: 4,097 shares; 2025Q3: 8,353 shares; 2025Q4: 8,140 shares; 2026Q1: 8,123 shares; 2026Q2: 8,177 shares 8,177 $6.12M 0.32% +54 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: 21,135 shares; 2024Q4: 20,790 shares; 2025Q1: 21,211 shares; 2025Q2: 19,020 shares; 2025Q3: 19,176 shares; 2025Q4: 18,926 shares; 2026Q1: 16,505 shares; 2026Q2: 16,115 shares 16,115 $6.09M 0.32% -390 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,457 shares; 2024Q4: 20,298 shares; 2025Q1: 20,238 shares; 2025Q2: 19,645 shares; 2025Q3: 19,605 shares; 2025Q4: 18,915 shares; 2026Q1: 19,034 shares; 2026Q2: 19,034 shares 19,034 $5.99M 0.32% 0 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: 74,862 shares; 2024Q4: 71,346 shares; 2025Q1: 69,924 shares; 2025Q2: 67,312 shares; 2025Q3: 65,524 shares; 2025Q4: 63,386 shares; 2026Q1: 53,958 shares; 2026Q2: 32,110 shares 32,110 $5.93M 0.31% -21,848 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,060 shares; 2024Q4: 107,580 shares; 2025Q1: 99,970 shares; 2025Q2: 99,100 shares; 2025Q3: 96,945 shares; 2025Q4: 95,789 shares; 2026Q1: 91,294 shares; 2026Q2: 90,634 shares 90,634 $5.7M 0.3% -660 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: 48,264 shares; 2024Q4: 46,978 shares; 2025Q1: 46,608 shares; 2025Q2: 43,058 shares; 2025Q3: 42,108 shares; 2025Q4: 40,908 shares; 2026Q1: 40,709 shares; 2026Q2: 40,507 shares 40,507 $5.67M 0.3% -202 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: 12,520 shares; 2024Q4: 12,731 shares; 2025Q1: 13,000 shares; 2025Q2: 14,610 shares; 2025Q3: 14,710 shares; 2025Q4: 14,799 shares; 2026Q1: 14,919 shares; 2026Q2: 14,957 shares 14,957 $5.59M 0.3% +38 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: 36,854 shares; 2024Q4: 36,174 shares; 2025Q1: 35,253 shares; 2025Q2: 30,636 shares; 2025Q3: 30,158 shares; 2025Q4: 25,359 shares; 2026Q1: 25,259 shares; 2026Q2: 25,249 shares 25,249 $5.28M 0.28% -10 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: 23,875 shares; 2024Q4: 23,729 shares; 2025Q1: 23,269 shares; 2025Q2: 23,287 shares; 2025Q3: 24,765 shares; 2025Q4: 24,255 shares; 2026Q1: 23,930 shares; 2026Q2: 23,930 shares 23,930 $5.28M 0.28% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,380 shares; 2024Q4: 14,307 shares; 2025Q1: 14,209 shares; 2025Q2: 13,540 shares; 2025Q3: 13,436 shares; 2025Q4: 13,407 shares; 2026Q1: 13,379 shares; 2026Q2: 13,271 shares 13,271 $5.17M 0.27% -108 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: 18,330 shares; 2024Q4: 17,693 shares; 2025Q1: 17,651 shares; 2025Q2: 21,410 shares; 2025Q3: 20,415 shares; 2025Q4: 19,435 shares; 2026Q1: 22,221 shares; 2026Q2: 23,884 shares 23,884 $5.08M 0.27% +1,663 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: 78,230 shares; 2024Q4: 62,562 shares; 2025Q1: 55,760 shares; 2025Q2: 43,111 shares; 2025Q3: 39,736 shares; 2025Q4: 37,683 shares; 2026Q1: 37,583 shares; 2026Q2: 36,363 shares 36,363 $5.08M 0.27% -1,220 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,032 shares; 2024Q4: 18,228 shares; 2025Q1: 17,772 shares; 2025Q2: 16,797 shares; 2025Q3: 15,639 shares; 2025Q4: 14,784 shares; 2026Q1: 19,292 shares; 2026Q2: 19,142 shares 19,142 $5M 0.26% -150 Timeline SCHA 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: 41,396 shares; 2024Q4: 125,488 shares; 2025Q1: 128,592 shares; 2025Q2: 125,314 shares; 2025Q3: 126,269 shares; 2025Q4: 127,666 shares; 2026Q1: 135,080 shares; 2026Q2: 136,860 shares 136,860 $4.94M 0.26% +1,780 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: 14,284 shares; 2024Q4: 17,898 shares; 2025Q1: 17,601 shares; 2025Q2: 16,410 shares; 2025Q3: 15,653 shares; 2025Q4: 15,129 shares; 2026Q1: 16,624 shares; 2026Q2: 15,957 shares 15,957 $4.79M 0.25% -667 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: 17,778 shares; 2024Q4: 17,628 shares; 2025Q1: 17,628 shares; 2025Q2: 17,628 shares; 2025Q3: 17,696 shares; 2025Q4: 17,796 shares; 2026Q1: 17,904 shares; 2026Q2: 17,769 shares 17,769 $4.54M 0.24% -135 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: 28,069 shares; 2024Q4: 27,595 shares; 2025Q1: 27,740 shares; 2025Q2: 28,760 shares; 2025Q3: 28,505 shares; 2025Q4: 27,155 shares; 2026Q1: 26,206 shares; 2026Q2: 24,635 shares 24,635 $4.42M 0.23% -1,571 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,081 shares; 2025Q3: 25,881 shares; 2025Q4: 29,131 shares; 2026Q1: 57,387 shares; 2026Q2: 46,607 shares 46,607 $4.35M 0.23% -10,780 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: 95,316 shares; 2024Q4: 89,464 shares; 2025Q1: 87,316 shares; 2025Q2: 83,136 shares; 2025Q3: 81,476 shares; 2025Q4: 76,833 shares; 2026Q1: 76,810 shares; 2026Q2: 76,213 shares 76,213 $4.34M 0.23% -597 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: 3,875 shares; 2024Q4: 3,725 shares; 2025Q1: 4,188 shares; 2025Q2: 4,363 shares; 2025Q3: 4,393 shares; 2025Q4: 4,336 shares; 2026Q1: 4,291 shares; 2026Q2: 4,242 shares 4,242 $4.29M 0.23% -49 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: 19,095 shares 19,095 $4.28M 0.23% 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: 18,695 shares 18,695 $4.13M 0.22% new 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: 71,241 shares; 2024Q4: 74,811 shares; 2025Q1: 77,958 shares; 2025Q2: 82,738 shares; 2025Q3: 82,751 shares; 2025Q4: 64,352 shares; 2026Q1: 60,615 shares; 2026Q2: 60,170 shares 60,170 $4.05M 0.21% -445 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: 8,063 shares; 2024Q4: 7,948 shares; 2025Q1: 7,923 shares; 2025Q2: 7,923 shares; 2025Q3: 7,940 shares; 2025Q4: 7,925 shares; 2026Q1: 8,781 shares; 2026Q2: 9,161 shares 9,161 $3.9M 0.21% +380 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,781 shares; 2024Q4: 16,451 shares; 2025Q1: 24,411 shares; 2025Q2: 66,904 shares; 2025Q3: 107,219 shares; 2025Q4: 118,624 shares; 2026Q1: 114,434 shares; 2026Q2: 78,819 shares 78,819 $3.89M 0.21% -35,615 Timeline DXJ 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: 5,705 shares; 2025Q2: 8,430 shares; 2025Q3: 9,355 shares; 2025Q4: 9,355 shares; 2026Q1: 9,376 shares; 2026Q2: 21,691 shares 21,691 $3.76M 0.2% +12,315 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: 3,924 shares; 2025Q1: 3,899 shares; 2025Q2: 3,760 shares; 2025Q3: 3,725 shares; 2025Q4: 3,712 shares; 2026Q1: 3,712 shares; 2026Q2: 3,520 shares 3,520 $3.75M 0.2% -192 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,685 shares; 2024Q4: 30,060 shares; 2025Q1: 27,237 shares; 2025Q2: 24,385 shares; 2025Q3: 23,927 shares; 2025Q4: 23,694 shares; 2026Q1: 23,394 shares; 2026Q2: 23,369 shares 23,369 $3.66M 0.19% -25 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: 27,642 shares; 2024Q4: 27,987 shares; 2025Q1: 27,921 shares; 2025Q2: 27,777 shares; 2025Q3: 26,048 shares; 2025Q4: 24,927 shares; 2026Q1: 25,686 shares; 2026Q2: 24,701 shares 24,701 $3.62M 0.19% -985 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: 8,615 shares; 2024Q4: 8,594 shares; 2025Q1: 8,554 shares; 2025Q2: 7,524 shares; 2025Q3: 7,476 shares; 2025Q4: 7,447 shares; 2026Q1: 7,340 shares; 2026Q2: 7,226 shares 7,226 $3.62M 0.19% -114 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,932 shares; 2024Q4: 2,017 shares; 2025Q1: 2,003 shares; 2025Q2: 1,880 shares; 2025Q3: 2,018 shares; 2025Q4: 26,908 shares; 2026Q1: 29,076 shares; 2026Q2: 47,084 shares 47,084 $3.36M 0.18% +18,008 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 31,623 shares; 2026Q2: 32,733 shares 32,733 $3.3M 0.17% +1,110 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,238 shares; 2024Q4: 29,374 shares; 2025Q1: 18,809 shares; 2025Q2: 11,258 shares; 2025Q3: 10,913 shares; 2025Q4: 24,996 shares; 2026Q1: 25,205 shares; 2026Q2: 23,725 shares 23,725 $3.3M 0.17% -1,480 Timeline MBB 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: 12,492 shares; 2025Q1: 14,022 shares; 2025Q2: 14,927 shares; 2025Q3: 20,200 shares; 2025Q4: 22,480 shares; 2026Q1: 26,466 shares; 2026Q2: 33,680 shares 33,680 $3.18M 0.17% +7,214 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: 117,698 shares; 2024Q4: 109,658 shares; 2025Q1: 106,472 shares; 2025Q2: 101,127 shares; 2025Q3: 104,238 shares; 2025Q4: 102,828 shares; 2026Q1: 60,960 shares; 2026Q2: 59,748 shares 59,748 $2.98M 0.16% -1,212 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,738 shares; 2024Q4: 27,748 shares; 2025Q1: 27,816 shares; 2025Q2: 27,098 shares; 2025Q3: 25,827 shares; 2025Q4: 22,347 shares; 2026Q1: 16,281 shares; 2026Q2: 14,516 shares 14,516 $2.98M 0.16% -1,765 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,555 shares; 2024Q4: 18,305 shares; 2025Q1: 18,475 shares; 2025Q2: 19,365 shares; 2025Q3: 21,239 shares; 2025Q4: 24,994 shares; 2026Q1: 68,500 shares; 2026Q2: 71,608 shares 71,608 $2.97M 0.16% +3,108 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: 4,953 shares; 2024Q4: 5,071 shares; 2025Q1: 5,156 shares; 2025Q2: 5,255 shares; 2025Q3: 5,428 shares; 2025Q4: 5,439 shares; 2026Q1: 5,649 shares; 2026Q2: 34,020 shares 34,020 $2.93M 0.16% +28,371 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,727 shares; 2024Q4: 27,359 shares; 2025Q1: 27,941 shares; 2025Q2: 33,046 shares; 2025Q3: 32,748 shares; 2025Q4: 65,032 shares; 2026Q1: 64,095 shares; 2026Q2: 64,614 shares 64,614 $2.93M 0.16% +519 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: 5,484 shares; 2024Q4: 5,637 shares; 2025Q1: 5,659 shares; 2025Q2: 5,465 shares; 2025Q3: 5,481 shares; 2025Q4: 5,478 shares; 2026Q1: 5,578 shares; 2026Q2: 5,558 shares 5,558 $2.85M 0.15% -20 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,463 shares; 2024Q4: 21,555 shares; 2025Q1: 26,460 shares; 2025Q2: 30,681 shares; 2025Q3: 33,411 shares; 2025Q4: 37,157 shares; 2026Q1: 40,648 shares; 2026Q2: 41,149 shares 41,149 $2.81M 0.15% +501 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: 20,141 shares; 2024Q4: 19,923 shares; 2025Q1: 18,648 shares; 2025Q2: 18,554 shares; 2025Q3: 18,498 shares; 2025Q4: 16,593 shares; 2026Q1: 16,363 shares; 2026Q2: 16,558 shares 16,558 $2.8M 0.15% +195 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: 3,792 shares; 2024Q4: 3,843 shares; 2025Q1: 4,011 shares; 2025Q2: 4,350 shares; 2025Q3: 3,759 shares; 2025Q4: 4,253 shares; 2026Q1: 4,037 shares; 2026Q2: 3,784 shares 3,784 $2.79M 0.15% -253 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,864 shares; 2024Q4: 84,439 shares; 2025Q1: 84,344 shares; 2025Q2: 84,203 shares; 2025Q3: 88,508 shares; 2025Q4: 88,183 shares; 2026Q1: 88,240 shares; 2026Q2: 89,865 shares 89,865 $2.71M 0.14% +1,625 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,175 shares; 2025Q3: 55,625 shares; 2025Q4: 59,775 shares; 2026Q1: 65,100 shares; 2026Q2: 64,285 shares 64,285 $2.66M 0.14% -815 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,260 shares; 2024Q4: 10,145 shares; 2025Q1: 10,031 shares; 2025Q2: 9,843 shares; 2025Q3: 9,089 shares; 2025Q4: 8,691 shares; 2026Q1: 8,587 shares; 2026Q2: 8,428 shares 8,428 $2.64M 0.14% -159 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,050 shares; 2024Q4: 13,501 shares; 2025Q1: 13,501 shares; 2025Q2: 12,561 shares; 2025Q3: 12,404 shares; 2025Q4: 12,343 shares; 2026Q1: 12,253 shares; 2026Q2: 12,253 shares 12,253 $2.61M 0.14% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,464 shares; 2024Q4: 22,551 shares; 2025Q1: 22,931 shares; 2025Q2: 21,166 shares; 2025Q3: 21,232 shares; 2025Q4: 41,203 shares; 2026Q1: 42,045 shares; 2026Q2: 49,076 shares 49,076 $2.61M 0.14% +7,031 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,109 shares; 2024Q4: 10,005 shares; 2025Q1: 10,005 shares; 2025Q2: 9,805 shares; 2025Q3: 10,273 shares; 2025Q4: 10,273 shares; 2026Q1: 10,273 shares; 2026Q2: 10,273 shares 10,273 $2.59M 0.14% 0 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: 47,143 shares; 2024Q4: 42,567 shares; 2025Q1: 37,777 shares; 2025Q2: 31,194 shares; 2025Q3: 30,489 shares; 2025Q4: 28,341 shares; 2026Q1: 27,177 shares; 2026Q2: 27,177 shares 27,177 $2.55M 0.13% 0 Timeline MBND 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: 135,430 shares; 2024Q4: 126,675 shares; 2025Q1: 124,675 shares; 2025Q2: 109,450 shares; 2025Q3: 92,850 shares; 2025Q4: 93,100 shares; 2026Q1: 92,850 shares; 2026Q2: 92,850 shares 92,850 $2.54M 0.13% 0 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: 14,751 shares; 2024Q4: 15,897 shares; 2025Q1: 17,597 shares; 2025Q2: 17,597 shares; 2025Q3: 48,576 shares; 2025Q4: 48,576 shares; 2026Q1: 48,476 shares; 2026Q2: 49,001 shares 49,001 $2.48M 0.13% +525 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: 19,988 shares; 2024Q4: 19,241 shares; 2025Q1: 18,220 shares; 2025Q2: 16,067 shares; 2025Q3: 15,897 shares; 2025Q4: 15,457 shares; 2026Q1: 15,257 shares; 2026Q2: 15,237 shares 15,237 $2.47M 0.13% -20 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,813 shares; 2024Q4: 27,018 shares; 2025Q1: 26,653 shares; 2025Q2: 26,383 shares; 2025Q3: 26,383 shares; 2025Q4: 26,755 shares; 2026Q1: 26,540 shares; 2026Q2: 24,815 shares 24,815 $2.46M 0.13% -1,725 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,047 shares; 2025Q4: 11,047 shares; 2026Q1: 11,157 shares; 2026Q2: 11,157 shares 11,157 $2.45M 0.13% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,297 shares; 2024Q4: 8,297 shares; 2025Q1: 8,297 shares; 2025Q2: 8,297 shares; 2025Q3: 8,297 shares; 2025Q4: 8,297 shares; 2026Q1: 8,297 shares; 2026Q2: 8,297 shares 8,297 $2.45M 0.13% 0 Timeline EQWL 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: not reported; 2025Q2: not reported; 2025Q3: 9,789 shares; 2025Q4: 14,589 shares; 2026Q1: 16,180 shares; 2026Q2: 18,660 shares 18,660 $2.41M 0.13% +2,480 Timeline XLC 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: 24,334 shares; 2024Q4: 23,869 shares; 2025Q1: 23,908 shares; 2025Q2: 23,710 shares; 2025Q3: 23,399 shares; 2025Q4: 22,499 shares; 2026Q1: 22,059 shares; 2026Q2: 22,244 shares 22,244 $2.38M 0.13% +185 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,650 shares; 2026Q1: 53,650 shares; 2026Q2: 40,885 shares 40,885 $2.27M 0.12% -12,765 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: 8,882 shares; 2024Q4: 9,287 shares; 2025Q1: 9,305 shares; 2025Q2: 9,039 shares; 2025Q3: 8,905 shares; 2025Q4: 8,881 shares; 2026Q1: 8,817 shares; 2026Q2: 8,323 shares 8,323 $2.25M 0.12% -494 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: 20,935 shares; 2024Q4: 20,899 shares; 2025Q1: 20,967 shares; 2025Q2: 20,881 shares; 2025Q3: 20,881 shares; 2025Q4: 20,834 shares; 2026Q1: 22,779 shares; 2026Q2: 22,801 shares 22,801 $2.18M 0.12% +22 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,850 shares; 2024Q4: 255,638 shares; 2025Q1: 267,968 shares; 2025Q2: 253,523 shares; 2025Q3: 248,254 shares; 2025Q4: 244,960 shares; 2026Q1: 243,245 shares; 2026Q2: 241,577 shares 241,577 $2.08M 0.11% -1,668 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,704 shares; 2024Q4: 14,139 shares; 2025Q1: 12,521 shares; 2025Q2: 8,141 shares; 2025Q3: 7,912 shares; 2025Q4: 7,160 shares; 2026Q1: 7,225 shares; 2026Q2: 7,415 shares 7,415 $2.07M 0.11% +190 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,223 shares; 2024Q4: 3,288 shares; 2025Q1: 3,428 shares; 2025Q2: 3,743 shares; 2025Q3: 3,833 shares; 2025Q4: 3,833 shares; 2026Q1: 3,833 shares; 2026Q2: 4,018 shares 4,018 $2.05M 0.11% +185 Timeline MTUM 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: 5,702 shares; 2025Q4: 5,702 shares; 2026Q1: 5,792 shares; 2026Q2: 5,792 shares 5,792 $1.99M 0.11% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,035 shares; 2024Q4: 23,227 shares; 2025Q1: 21,651 shares; 2025Q2: 20,248 shares; 2025Q3: 19,886 shares; 2025Q4: 20,031 shares; 2026Q1: 19,269 shares; 2026Q2: 20,439 shares 20,439 $1.95M 0.1% +1,170 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,542 shares; 2024Q4: 30,842 shares; 2025Q1: 31,692 shares; 2025Q2: 33,446 shares; 2025Q3: 34,131 shares; 2025Q4: 35,166 shares; 2026Q1: 36,821 shares; 2026Q2: 36,071 shares 36,071 $1.93M 0.1% -750 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,731 shares; 2024Q4: 22,516 shares; 2025Q1: 22,516 shares; 2025Q2: 22,176 shares; 2025Q3: 21,976 shares; 2025Q4: 21,226 shares; 2026Q1: 21,226 shares; 2026Q2: 21,176 shares 21,176 $1.92M 0.1% -50 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,222 shares; 2024Q4: 8,027 shares; 2025Q1: 7,862 shares; 2025Q2: 7,732 shares; 2025Q3: 19,044 shares; 2025Q4: 18,719 shares; 2026Q1: 18,694 shares; 2026Q2: 18,614 shares 18,614 $1.88M 0.1% -80 Timeline IWL 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: 9,909 shares; 2025Q4: 9,909 shares; 2026Q1: 9,909 shares; 2026Q2: 9,909 shares 9,909 $1.83M 0.1% 0 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: 6,605 shares; 2024Q4: 6,742 shares; 2025Q1: 6,801 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,688 shares; 2026Q1: 6,680 shares; 2026Q2: 6,680 shares 6,680 $1.82M 0.1% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,025 shares; 2024Q4: 17,025 shares; 2025Q1: 17,045 shares; 2025Q2: 16,055 shares; 2025Q3: 15,805 shares; 2025Q4: 15,080 shares; 2026Q1: 15,080 shares; 2026Q2: 14,980 shares 14,980 $1.77M 0.09% -100 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: 6,225 shares; 2024Q4: 6,195 shares; 2025Q1: 6,631 shares; 2025Q2: 6,294 shares; 2025Q3: 6,224 shares; 2025Q4: 6,539 shares; 2026Q1: 6,579 shares; 2026Q2: 6,229 shares 6,229 $1.75M 0.09% -350 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,814 shares; 2024Q4: 3,614 shares; 2025Q1: 3,614 shares; 2025Q2: 3,614 shares; 2025Q3: 9,610 shares; 2025Q4: 9,610 shares; 2026Q1: 9,010 shares; 2026Q2: 9,010 shares 9,010 $1.69M 0.09% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 7,282 shares; 2025Q1: 7,282 shares; 2025Q2: 7,101 shares; 2025Q3: 10,873 shares; 2025Q4: 10,848 shares; 2026Q1: 10,848 shares; 2026Q2: 10,823 shares 10,823 $1.69M 0.09% -25 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,334 shares; 2024Q4: 19,065 shares; 2025Q1: 17,367 shares; 2025Q2: 20,280 shares; 2025Q3: 18,878 shares; 2025Q4: 16,564 shares; 2026Q1: 16,181 shares; 2026Q2: 16,085 shares 16,085 $1.62M 0.09% -96 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: 4,962 shares; 2024Q4: 5,109 shares; 2025Q1: 5,090 shares; 2025Q2: 5,040 shares; 2025Q3: 4,774 shares; 2025Q4: 4,728 shares; 2026Q1: 4,644 shares; 2026Q2: 4,644 shares 4,644 $1.57M 0.08% 0 Timeline IWY 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: 5,221 shares; 2025Q4: 5,221 shares; 2026Q1: 5,221 shares; 2026Q2: 5,221 shares 5,221 $1.52M 0.08% 0 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: 8,416 shares; 2024Q4: 8,306 shares; 2025Q1: 8,376 shares; 2025Q2: 8,376 shares; 2025Q3: 8,296 shares; 2025Q4: 8,466 shares; 2026Q1: 8,366 shares; 2026Q2: 8,366 shares 8,366 $1.51M 0.08% 0 Timeline SHV 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: 16,322 shares; 2025Q4: 14,964 shares; 2026Q1: 14,964 shares; 2026Q2: 13,464 shares 13,464 $1.49M 0.08% -1,500 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: 2,015 shares; 2024Q4: 2,087 shares; 2025Q1: 2,121 shares; 2025Q2: 2,224 shares; 2025Q3: 2,882 shares; 2025Q4: 2,896 shares; 2026Q1: 2,871 shares; 2026Q2: 2,897 shares 2,897 $1.48M 0.08% +26 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: 20,567 shares; 2024Q4: 17,916 shares; 2025Q1: 17,531 shares; 2025Q2: 14,718 shares; 2025Q3: 14,173 shares; 2025Q4: 10,833 shares; 2026Q1: 10,939 shares; 2026Q2: 10,805 shares 10,805 $1.46M 0.08% -134 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,005 shares; 2024Q4: 9,685 shares; 2025Q1: 13,970 shares; 2025Q2: 12,930 shares; 2025Q3: 14,085 shares; 2025Q4: 14,285 shares; 2026Q1: 13,795 shares; 2026Q2: 14,290 shares 14,290 $1.46M 0.08% +495 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: 4,262 shares; 2024Q4: 4,261 shares; 2025Q1: 4,256 shares; 2025Q2: 4,256 shares; 2025Q3: 3,922 shares; 2025Q4: 3,922 shares; 2026Q1: 3,922 shares; 2026Q2: 3,922 shares 3,922 $1.45M 0.08% 0 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: 89,182 shares; 2024Q4: 80,994 shares; 2025Q1: 79,873 shares; 2025Q2: 64,093 shares; 2025Q3: 60,634 shares; 2025Q4: 57,681 shares; 2026Q1: 59,258 shares; 2026Q2: 57,400 shares 57,400 $1.38M 0.07% -1,858 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,224 shares; 2024Q4: 18,124 shares; 2025Q1: 18,124 shares; 2025Q2: 18,124 shares; 2025Q3: 18,124 shares; 2025Q4: 17,976 shares; 2026Q1: 18,626 shares; 2026Q2: 18,626 shares 18,626 $1.37M 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,329 shares; 2026Q2: 3,329 shares 3,329 $1.36M 0.07% 0 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: 2,125 shares; 2024Q4: 2,206 shares; 2025Q1: 2,170 shares; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,167 shares; 2026Q1: 2,167 shares; 2026Q2: 2,145 shares 2,145 $1.36M 0.07% -22 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: 1,375 shares; 2024Q4: 1,625 shares; 2025Q1: 1,657 shares; 2025Q2: 2,751 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares; 2026Q1: 2,751 shares; 2026Q2: 2,714 shares 2,714 $1.3M 0.07% -37 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,229 shares; 2024Q4: 16,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares; 2026Q2: 1,947 shares 1,947 $1.28M 0.07% -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: 7,450 shares; 2024Q4: 7,280 shares; 2025Q1: 6,950 shares; 2025Q2: 5,070 shares; 2025Q3: 17,220 shares; 2025Q4: 16,504 shares; 2026Q1: 16,469 shares; 2026Q2: 16,469 shares 16,469 $1.27M 0.07% 0 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: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares; 2026Q2: 6,080 shares 6,080 $1.26M 0.07% 0 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: 11,136 shares; 2024Q4: 11,064 shares; 2025Q1: 10,692 shares; 2025Q2: 10,140 shares; 2025Q3: 10,090 shares; 2025Q4: 9,446 shares; 2026Q1: 9,286 shares; 2026Q2: 8,756 shares 8,756 $1.25M 0.07% -530 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,769 shares; 2024Q4: 1,769 shares; 2025Q1: 1,769 shares; 2025Q2: 1,769 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $1.23M 0.07% 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: 3,283 shares; 2024Q4: 3,283 shares; 2025Q1: 3,243 shares; 2025Q2: 2,793 shares; 2025Q3: 2,667 shares; 2025Q4: 2,467 shares; 2026Q1: 2,367 shares; 2026Q2: 2,362 shares 2,362 $1.23M 0.06% -5 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,930 shares; 2024Q4: 25,494 shares; 2025Q1: 24,110 shares; 2025Q2: 16,570 shares; 2025Q3: 16,294 shares; 2025Q4: 15,729 shares; 2026Q1: 15,729 shares; 2026Q2: 15,731 shares 15,731 $1.21M 0.06% +2 Timeline SPHD 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: 30,700 shares; 2024Q4: 30,850 shares; 2025Q1: 28,875 shares; 2025Q2: 28,650 shares; 2025Q3: 28,625 shares; 2025Q4: 22,246 shares; 2026Q1: 23,496 shares; 2026Q2: 23,496 shares 23,496 $1.19M 0.06% 0 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: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 2,445 shares; 2025Q2: 2,131 shares; 2025Q3: 2,178 shares; 2025Q4: 2,105 shares; 2026Q1: 2,077 shares; 2026Q2: 3,210 shares 3,210 $1.19M 0.06% +1,133 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,778 shares; 2024Q4: 23,593 shares; 2025Q1: 22,311 shares; 2025Q2: 22,286 shares; 2025Q3: 22,217 shares; 2025Q4: 21,616 shares; 2026Q1: 21,423 shares; 2026Q2: 21,384 shares 21,384 $1.19M 0.06% -39 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,208 shares; 2024Q4: 4,465 shares; 2025Q1: 4,468 shares; 2025Q2: 4,735 shares; 2025Q3: 4,530 shares; 2025Q4: 4,536 shares; 2026Q1: 4,539 shares; 2026Q2: 4,980 shares 4,980 $1.18M 0.06% +441 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares; 2026Q1: 5,040 shares; 2026Q2: 5,040 shares 5,040 $1.17M 0.06% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959 shares; 2024Q4: 959 shares; 2025Q1: 914 shares; 2025Q2: 914 shares; 2025Q3: 914 shares; 2025Q4: 2,741 shares; 2026Q1: 2,641 shares; 2026Q2: 2,641 shares 2,641 $1.16M 0.06% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,905 shares; 2024Q4: 14,150 shares; 2025Q1: 13,569 shares; 2025Q2: 13,521 shares; 2025Q3: 13,008 shares; 2025Q4: 12,410 shares; 2026Q1: 11,428 shares; 2026Q2: 10,544 shares 10,544 $1.14M 0.06% -884 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: 2,947 shares; 2024Q4: 3,012 shares; 2025Q1: 3,213 shares; 2025Q2: 3,125 shares; 2025Q3: 2,978 shares; 2025Q4: 3,200 shares; 2026Q1: 3,146 shares; 2026Q2: 3,119 shares 3,119 $1.13M 0.06% -27 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: 5,648 shares; 2024Q4: 5,548 shares; 2025Q1: 5,343 shares; 2025Q2: 5,243 shares; 2025Q3: 5,264 shares; 2025Q4: 5,129 shares; 2026Q1: 4,979 shares; 2026Q2: 4,969 shares 4,969 $1.11M 0.06% -10 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: 9,272 shares; 2024Q4: 9,739 shares; 2025Q1: 10,861 shares; 2025Q2: 10,587 shares; 2025Q3: 10,570 shares; 2025Q4: 9,544 shares; 2026Q1: 8,138 shares; 2026Q2: 7,589 shares 7,589 $1.11M 0.06% -549 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,028 shares; 2025Q1: 1,986 shares; 2025Q2: 1,906 shares; 2025Q3: 2,033 shares; 2025Q4: 1,912 shares; 2026Q1: 1,954 shares; 2026Q2: 1,924 shares 1,924 $1.08M 0.06% -30 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: 16,298 shares; 2024Q4: 15,772 shares; 2025Q1: 14,838 shares; 2025Q2: 10,384 shares; 2025Q3: 10,334 shares; 2025Q4: 10,177 shares; 2026Q1: 11,362 shares; 2026Q2: 10,932 shares 10,932 $1.05M 0.06% -430 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,915 shares; 2024Q4: 55,490 shares; 2025Q1: 50,203 shares; 2025Q2: 34,212 shares; 2025Q3: 43,486 shares; 2025Q4: 45,149 shares; 2026Q1: 39,119 shares; 2026Q2: 25,532 shares 25,532 $1.05M 0.06% -13,587 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,215 shares; 2024Q4: 12,010 shares; 2025Q1: 11,610 shares; 2025Q2: 11,099 shares; 2025Q3: 11,054 shares; 2025Q4: 9,799 shares; 2026Q1: 9,799 shares; 2026Q2: 9,474 shares 9,474 $1.04M 0.06% -325 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares; 2026Q2: 9,400 shares 9,400 $1.04M 0.05% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,442 shares; 2024Q4: 13,837 shares; 2025Q1: 13,087 shares; 2025Q2: 11,663 shares; 2025Q3: 11,363 shares; 2025Q4: 9,391 shares; 2026Q1: 7,851 shares; 2026Q2: 7,816 shares 7,816 $1.03M 0.05% -35 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,279 shares; 2024Q4: 71,551 shares; 2025Q1: 68,319 shares; 2025Q2: 42,208 shares; 2025Q3: 19,049 shares; 2025Q4: 16,357 shares; 2026Q1: 17,860 shares; 2026Q2: 17,480 shares 17,480 $1.01M 0.05% -380 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: 3,753 shares; 2024Q4: 3,700 shares; 2025Q1: 3,731 shares; 2025Q2: 2,388 shares; 2025Q3: 2,376 shares; 2025Q4: 2,464 shares; 2026Q1: 2,417 shares; 2026Q2: 2,375 shares 2,375 $999K 0.05% -42 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,297 shares; 2024Q4: 11,875 shares; 2025Q1: 12,049 shares; 2025Q2: 12,049 shares; 2025Q3: 11,599 shares; 2025Q4: 12,899 shares; 2026Q1: 13,984 shares; 2026Q2: 13,784 shares 13,784 $992K 0.05% -200 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,592 shares; 2024Q4: 13,342 shares; 2025Q1: 13,202 shares; 2025Q2: 13,077 shares; 2025Q3: 11,077 shares; 2025Q4: 11,077 shares; 2026Q1: 11,077 shares; 2026Q2: 11,052 shares 11,052 $988K 0.05% -25 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,750 shares; 2024Q4: 8,750 shares; 2025Q1: 8,750 shares; 2025Q2: 8,750 shares; 2025Q3: 8,750 shares; 2025Q4: 8,750 shares; 2026Q1: 8,750 shares; 2026Q2: 8,750 shares 8,750 $980K 0.05% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,295 shares; 2024Q4: 7,250 shares; 2025Q1: 7,510 shares; 2025Q2: 7,698 shares; 2025Q3: 7,459 shares; 2025Q4: 7,372 shares; 2026Q1: 7,009 shares; 2026Q2: 35,045 shares 35,045 $961K 0.05% +28,036 Timeline IWV 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: 2,047 shares; 2025Q4: 2,247 shares; 2026Q1: 2,247 shares; 2026Q2: 2,247 shares 2,247 $958K 0.05% 0 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: 1,130 shares; 2024Q4: 1,130 shares; 2025Q1: 980 shares; 2025Q2: 984 shares; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares; 2026Q2: 7,872 shares 7,872 $941K 0.05% +6,888 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,828 shares; 2024Q4: 15,418 shares; 2025Q1: 15,076 shares; 2025Q2: 14,866 shares; 2025Q3: 14,404 shares; 2025Q4: 14,406 shares; 2026Q1: 14,031 shares; 2026Q2: 13,001 shares 13,001 $934K 0.05% -1,030 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,107 shares; 2025Q4: 5,107 shares; 2026Q1: 5,107 shares; 2026Q2: 5,107 shares 5,107 $931K 0.05% 0 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: 3,085 shares; 2024Q4: 3,085 shares; 2025Q1: 3,061 shares; 2025Q2: 2,880 shares; 2025Q3: 2,880 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares; 2026Q2: 2,880 shares 2,880 $914K 0.05% 0 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: 6,545 shares; 2024Q4: 6,155 shares; 2025Q1: 6,556 shares; 2025Q2: 5,661 shares; 2025Q3: 5,826 shares; 2025Q4: 5,826 shares; 2026Q1: 5,475 shares; 2026Q2: 5,645 shares 5,645 $893K 0.05% +170 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: 14,049 shares; 2024Q4: 14,167 shares; 2025Q1: 14,113 shares; 2025Q2: 13,639 shares; 2025Q3: 12,482 shares; 2025Q4: 11,876 shares; 2026Q1: 11,877 shares; 2026Q2: 11,778 shares 11,778 $882K 0.05% -99 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,625 shares 28,625 $878K 0.05% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,095 shares; 2024Q4: 11,050 shares; 2025Q1: 10,900 shares; 2025Q2: 10,900 shares; 2025Q3: 11,087 shares; 2025Q4: 11,787 shares; 2026Q1: 11,787 shares; 2026Q2: 11,787 shares 11,787 $876K 0.05% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 21,855 shares; 2025Q1: 30,647 shares; 2025Q2: 30,166 shares; 2025Q3: 32,832 shares; 2025Q4: 37,553 shares; 2026Q1: 36,815 shares; 2026Q2: 18,270 shares 18,270 $876K 0.05% -18,545 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,324 shares; 2024Q4: 10,194 shares; 2025Q1: 9,049 shares; 2025Q2: 5,200 shares; 2025Q3: 4,586 shares; 2025Q4: 4,113 shares; 2026Q1: 3,038 shares; 2026Q2: 2,985 shares 2,985 $874K 0.05% -53 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,897 shares; 2024Q4: 5,897 shares; 2025Q1: 5,847 shares; 2025Q2: 5,697 shares; 2025Q3: 4,197 shares; 2025Q4: 4,182 shares; 2026Q1: 4,082 shares; 2026Q2: 4,082 shares 4,082 $837K 0.04% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,400 shares; 2025Q3: 9,400 shares; 2025Q4: 9,400 shares; 2026Q1: 9,400 shares; 2026Q2: 9,400 shares 9,400 $824K 0.04% 0 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: 46,865 shares; 2024Q4: 40,144 shares; 2025Q1: 39,087 shares; 2025Q2: 27,835 shares; 2025Q3: 22,341 shares; 2025Q4: 20,524 shares; 2026Q1: 20,012 shares; 2026Q2: 19,256 shares 19,256 $815K 0.04% -756 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: 2,892 shares; 2024Q4: 2,957 shares; 2025Q1: 2,927 shares; 2025Q2: 2,814 shares; 2025Q3: 2,827 shares; 2025Q4: 2,827 shares; 2026Q1: 2,729 shares; 2026Q2: 2,706 shares 2,706 $793K 0.04% -23 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,544 shares; 2024Q4: 75,354 shares; 2025Q1: 72,586 shares; 2025Q2: 72,586 shares; 2025Q3: 69,625 shares; 2025Q4: 63,000 shares; 2026Q1: 50,500 shares; 2026Q2: 46,630 shares 46,630 $791K 0.04% -3,870 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: 8,939 shares; 2024Q4: 11,539 shares; 2025Q1: 11,603 shares; 2025Q2: 11,853 shares; 2025Q3: 11,790 shares; 2025Q4: 12,501 shares; 2026Q1: 12,466 shares; 2026Q2: 9,966 shares 9,966 $780K 0.04% -2,500 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: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares; 2026Q2: 3,450 shares 3,450 $774K 0.04% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,297 shares; 2024Q4: 7,272 shares; 2025Q1: 6,967 shares; 2025Q2: 3,943 shares; 2025Q3: 2,460 shares; 2025Q4: 1,760 shares; 2026Q1: 1,735 shares; 2026Q2: 1,710 shares 1,710 $771K 0.04% -25 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: 6,139 shares; 2025Q1: 5,745 shares; 2025Q2: 5,487 shares; 2025Q3: 5,597 shares; 2025Q4: 4,037 shares; 2026Q1: 4,037 shares; 2026Q2: 4,561 shares 4,561 $765K 0.04% +524 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,829 shares; 2024Q4: 9,759 shares; 2025Q1: 9,609 shares; 2025Q2: 6,074 shares; 2025Q3: 5,924 shares; 2025Q4: 5,924 shares; 2026Q1: 5,784 shares; 2026Q2: 5,784 shares 5,784 $755K 0.04% 0 Timeline IYJ 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: 4,136 shares; 2025Q4: 4,090 shares; 2026Q1: 4,510 shares; 2026Q2: 4,510 shares 4,510 $752K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.04% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,294 shares; 2024Q4: 6,952 shares; 2025Q1: 7,318 shares; 2025Q2: 10,737 shares; 2025Q3: 10,581 shares; 2025Q4: 12,374 shares; 2026Q1: 12,182 shares; 2026Q2: 11,649 shares 11,649 $746K 0.04% -533 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: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,493 shares; 2026Q1: 1,493 shares; 2026Q2: 5,972 shares 5,972 $742K 0.04% +4,479 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,428 shares; 2024Q4: 12,990 shares; 2025Q1: 11,120 shares; 2025Q2: 9,195 shares; 2025Q3: 7,620 shares; 2025Q4: 7,440 shares; 2026Q1: 7,340 shares; 2026Q2: 6,890 shares 6,890 $734K 0.04% -450 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,367 shares; 2024Q4: 10,134 shares; 2025Q1: 10,199 shares; 2025Q2: 8,282 shares; 2025Q3: 8,222 shares; 2025Q4: 7,488 shares; 2026Q1: 6,973 shares; 2026Q2: 6,388 shares 6,388 $729K 0.04% -585 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: 7,189 shares; 2024Q4: 7,451 shares; 2025Q1: 7,394 shares; 2025Q2: 7,107 shares; 2025Q3: 7,606 shares; 2025Q4: 8,966 shares; 2026Q1: 8,966 shares; 2026Q2: 8,826 shares 8,826 $729K 0.04% -140 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: not reported; 2025Q2: not reported; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares; 2026Q2: 6,222 shares 6,222 $728K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: 6,813 shares; 2026Q2: 6,006 shares 6,006 $715K 0.04% -807 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: 1,830 shares; 2024Q4: 2,073 shares; 2025Q1: 2,075 shares; 2025Q2: 2,016 shares; 2025Q3: 2,028 shares; 2025Q4: 1,984 shares; 2026Q1: 1,985 shares; 2026Q2: 1,986 shares 1,986 $704K 0.04% +1 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,177 shares; 2024Q4: 12,727 shares; 2025Q1: 12,897 shares; 2025Q2: 11,634 shares; 2025Q3: 16,099 shares; 2025Q4: 16,099 shares; 2026Q1: 15,799 shares; 2026Q2: 15,799 shares 15,799 $696K 0.04% 0 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: 2,956 shares; 2024Q4: 3,148 shares; 2025Q1: 2,991 shares; 2025Q2: 2,932 shares; 2025Q3: 4,759 shares; 2025Q4: 4,753 shares; 2026Q1: 4,627 shares; 2026Q2: 4,627 shares 4,627 $686K 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,259 shares; 2025Q1: 2,259 shares; 2025Q2: 2,159 shares; 2025Q3: 6,772 shares; 2025Q4: 6,747 shares; 2026Q1: 6,747 shares; 2026Q2: 6,747 shares 6,747 $651K 0.03% 0 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: 990 shares; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,120 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares; 2026Q2: 1,015 shares 1,015 $650K 0.03% -10 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,797 shares; 2024Q4: 157,666 shares; 2025Q1: 155,928 shares; 2025Q2: 137,876 shares; 2025Q3: 124,240 shares; 2025Q4: 34,250 shares; 2026Q1: 17,329 shares; 2026Q2: 14,989 shares 14,989 $647K 0.03% -2,340 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,255 shares; 2024Q4: 34,838 shares; 2025Q1: 34,966 shares; 2025Q2: 33,349 shares; 2025Q3: 31,488 shares; 2025Q4: 19,964 shares; 2026Q1: 20,169 shares; 2026Q2: 20,221 shares 20,221 $641K 0.03% +52 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,839 shares; 2024Q4: 8,563 shares; 2025Q1: 8,558 shares; 2025Q2: 8,561 shares; 2025Q3: 8,558 shares; 2025Q4: 6,303 shares; 2026Q1: 8,747 shares; 2026Q2: 22,522 shares 22,522 $638K 0.03% +13,775 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,929 shares; 2024Q4: 17,929 shares; 2025Q1: 17,852 shares; 2025Q2: 17,816 shares; 2025Q3: 17,878 shares; 2025Q4: 19,978 shares; 2026Q1: 19,941 shares; 2026Q2: 19,770 shares 19,770 $632K 0.03% -171 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2026Q2: 4,155 shares 4,155 $627K 0.03% new 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: 6,720 shares; 2024Q4: 6,703 shares; 2025Q1: 6,583 shares; 2025Q2: 6,583 shares; 2025Q3: 6,583 shares; 2025Q4: 6,158 shares; 2026Q1: 6,397 shares; 2026Q2: 6,397 shares 6,397 $605K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,191 shares; 2024Q4: 10,193 shares; 2025Q1: 10,498 shares; 2025Q2: 10,898 shares; 2025Q3: 10,603 shares; 2025Q4: 10,603 shares; 2026Q1: 11,033 shares; 2026Q2: 11,033 shares 11,033 $598K 0.03% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,545 shares; 2024Q4: 9,710 shares; 2025Q1: 9,710 shares; 2025Q2: 9,740 shares; 2025Q3: 9,725 shares; 2025Q4: 9,225 shares; 2026Q1: 8,575 shares; 2026Q2: 7,818 shares 7,818 $590K 0.03% -757 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,720 shares; 2024Q4: 2,657 shares; 2025Q1: 2,657 shares; 2025Q2: 2,257 shares; 2025Q3: 4,234 shares; 2025Q4: 4,291 shares; 2026Q1: 4,191 shares; 2026Q2: 4,191 shares 4,191 $576K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,270 shares; 2024Q4: 8,273 shares; 2025Q1: 7,831 shares; 2025Q2: 6,987 shares; 2025Q3: 6,950 shares; 2025Q4: 6,492 shares; 2026Q1: 6,435 shares; 2026Q2: 6,268 shares 6,268 $575K 0.03% -167 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,578 shares; 2024Q4: 16,734 shares; 2025Q1: 18,447 shares; 2025Q2: 18,429 shares; 2025Q3: 17,229 shares; 2025Q4: 19,109 shares; 2026Q1: 19,326 shares; 2026Q2: 19,326 shares 19,326 $569K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,495 shares; 2024Q4: 60,677 shares; 2025Q1: 46,885 shares; 2025Q2: 33,500 shares; 2025Q3: 22,725 shares; 2025Q4: 23,547 shares; 2026Q1: 17,837 shares; 2026Q2: 23,407 shares 23,407 $560K 0.03% +5,570 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,935 shares; 2024Q4: 8,935 shares; 2025Q1: 8,935 shares; 2025Q2: 8,970 shares; 2025Q3: 8,970 shares; 2025Q4: 8,970 shares; 2026Q1: 8,970 shares; 2026Q2: 8,970 shares 8,970 $558K 0.03% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,023 shares; 2024Q4: 10,023 shares; 2025Q1: 10,023 shares; 2025Q2: 14,548 shares; 2025Q3: 14,548 shares; 2025Q4: 12,798 shares; 2026Q1: 12,298 shares; 2026Q2: 12,298 shares 12,298 $555K 0.03% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,534 shares; 2025Q4: 6,417 shares; 2026Q1: 6,646 shares; 2026Q2: 6,646 shares 6,646 $551K 0.03% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,321 shares; 2024Q4: 16,376 shares; 2025Q1: 15,931 shares; 2025Q2: 14,049 shares; 2025Q3: 13,610 shares; 2025Q4: 13,250 shares; 2026Q1: 11,275 shares; 2026Q2: 10,425 shares 10,425 $544K 0.03% -850 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,990 shares; 2024Q4: 23,362 shares; 2025Q1: 19,639 shares; 2025Q2: 19,099 shares; 2025Q3: 17,744 shares; 2025Q4: 10,444 shares; 2026Q1: 10,444 shares; 2026Q2: 10,444 shares 10,444 $542K 0.03% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,963 shares; 2024Q4: 13,963 shares; 2025Q1: 12,913 shares; 2025Q2: 11,718 shares; 2025Q3: 11,718 shares; 2025Q4: 11,068 shares; 2026Q1: 10,760 shares; 2026Q2: 10,450 shares 10,450 $540K 0.03% -310 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: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares; 2026Q2: 1,240 shares 1,240 $537K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,238 shares; 2025Q2: 20,499 shares; 2025Q3: 28,318 shares; 2025Q4: 26,666 shares; 2026Q1: 15,907 shares; 2026Q2: 15,907 shares 15,907 $530K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,990 shares; 2024Q4: 17,115 shares; 2025Q1: 17,193 shares; 2025Q2: 16,570 shares; 2025Q3: 14,230 shares; 2025Q4: 14,357 shares; 2026Q1: 14,471 shares; 2026Q2: 14,193 shares 14,193 $522K 0.03% -278 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: 2,392 shares; 2024Q4: 2,612 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 2,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares; 2026Q2: 2,389 shares 2,389 $521K 0.03% +185 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 2,203 shares; 2025Q3: 4,272 shares; 2025Q4: 4,247 shares; 2026Q1: 5,047 shares; 2026Q2: 5,047 shares 5,047 $516K 0.03% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,985 shares; 2024Q4: 4,967 shares; 2025Q1: 4,857 shares; 2025Q2: 4,757 shares; 2025Q3: 4,408 shares; 2025Q4: 4,313 shares; 2026Q1: 4,238 shares; 2026Q2: 4,238 shares 4,238 $514K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 1,201 shares; 2025Q1: 1,201 shares; 2025Q2: 1,201 shares; 2025Q3: 1,208 shares; 2025Q4: 1,523 shares; 2026Q1: 1,523 shares; 2026Q2: 1,523 shares 1,523 $503K 0.03% 0 Timeline VHT 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: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 1,622 shares; 2025Q4: 1,670 shares; 2026Q1: 1,671 shares; 2026Q2: 1,671 shares 1,671 $500K 0.03% 0 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: 12,572 shares; 2025Q1: 19,398 shares; 2025Q2: 20,210 shares; 2025Q3: 16,130 shares; 2025Q4: 13,771 shares; 2026Q1: 14,652 shares; 2026Q2: 14,659 shares 14,659 $496K 0.03% +7 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares; 2026Q2: 6,128 shares 6,128 $494K 0.03% +4,596 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: 7,430 shares; 2026Q1: 5,981 shares; 2026Q2: 5,520 shares 5,520 $489K 0.03% -461 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,275 shares; 2024Q4: 2,276 shares; 2025Q1: 2,126 shares; 2025Q2: 2,126 shares; 2025Q3: 2,101 shares; 2025Q4: 2,052 shares; 2026Q1: 2,152 shares; 2026Q2: 2,152 shares 2,152 $476K 0.03% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,535 shares; 2025Q1: 5,535 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $468K 0.02% 0 Timeline FNDX 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: 5,606 shares; 2024Q4: 16,818 shares; 2025Q1: 18,042 shares; 2025Q2: 17,717 shares; 2025Q3: 15,017 shares; 2025Q4: 15,017 shares; 2026Q1: 15,017 shares; 2026Q2: 15,017 shares 15,017 $467K 0.02% 0 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: 18,825 shares; 2024Q4: 16,532 shares; 2025Q1: 15,567 shares; 2025Q2: 10,927 shares; 2025Q3: 6,710 shares; 2025Q4: 6,560 shares; 2026Q1: 6,766 shares; 2026Q2: 6,702 shares 6,702 $458K 0.02% -64 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,920 shares; 2025Q4: 10,335 shares; 2026Q1: 10,450 shares; 2026Q2: 10,445 shares 10,445 $456K 0.02% -5 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: 1,774 shares; 2024Q4: 1,796 shares; 2025Q1: 1,771 shares; 2025Q2: 1,771 shares; 2025Q3: 1,760 shares; 2025Q4: 1,744 shares; 2026Q1: 1,744 shares; 2026Q2: 1,744 shares 1,744 $454K 0.02% 0 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: 891 shares; 2024Q4: 941 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 866 shares; 2025Q4: 866 shares; 2026Q1: 866 shares; 2026Q2: 866 shares 866 $452K 0.02% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $442K 0.02% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,541 shares; 2025Q1: 3,470 shares; 2025Q2: 3,470 shares; 2025Q3: 3,401 shares; 2025Q4: 3,784 shares; 2026Q1: 3,770 shares; 2026Q2: 3,735 shares 3,735 $438K 0.02% -35 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,220 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 4,070 shares; 2025Q3: 4,070 shares; 2025Q4: 4,070 shares; 2026Q1: 4,070 shares; 2026Q2: 3,905 shares 3,905 $430K 0.02% -165 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,533 shares; 2024Q4: 8,264 shares; 2025Q1: 8,146 shares; 2025Q2: 8,117 shares; 2025Q3: 7,991 shares; 2025Q4: 7,700 shares; 2026Q1: 7,422 shares; 2026Q2: 7,422 shares 7,422 $429K 0.02% 0 Timeline PTLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,295 shares; 2025Q4: 7,295 shares; 2026Q1: 7,295 shares; 2026Q2: 7,295 shares 7,295 $425K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,861 shares; 2025Q4: 4,861 shares; 2026Q1: 4,885 shares; 2026Q2: 4,385 shares 4,385 $423K 0.02% -500 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: 4,563 shares; 2024Q4: 4,967 shares; 2025Q1: 4,867 shares; 2025Q2: 3,959 shares; 2025Q3: 4,008 shares; 2025Q4: 4,159 shares; 2026Q1: 4,086 shares; 2026Q2: 4,086 shares 4,086 $418K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,328 shares; 2024Q4: 2,328 shares; 2025Q1: 2,328 shares; 2025Q2: 2,328 shares; 2025Q3: 2,328 shares; 2025Q4: 2,328 shares; 2026Q1: 2,328 shares; 2026Q2: 2,328 shares 2,328 $411K 0.02% 0 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: 1,858 shares; 2024Q4: 1,658 shares; 2025Q1: 1,658 shares; 2025Q2: 1,658 shares; 2025Q3: 1,508 shares; 2025Q4: 1,583 shares; 2026Q1: 1,648 shares; 2026Q2: 1,648 shares 1,648 $409K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,786 shares; 2024Q4: 6,555 shares; 2025Q1: 6,564 shares; 2025Q2: 6,580 shares; 2025Q3: 6,367 shares; 2025Q4: 5,585 shares; 2026Q1: 4,204 shares; 2026Q2: 4,082 shares 4,082 $404K 0.02% -122 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,183 shares; 2024Q4: 4,818 shares; 2025Q1: 4,910 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 5,160 shares; 2026Q1: 5,160 shares; 2026Q2: 5,160 shares 5,160 $400K 0.02% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,970 shares; 2024Q4: 2,012 shares; 2025Q1: not reported; 2025Q2: 1,470 shares; 2025Q3: not reported; 2025Q4: 1,279 shares; 2026Q1: 1,279 shares; 2026Q2: 1,047 shares 1,047 $398K 0.02% -232 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,008 shares; 2025Q3: 1,998 shares; 2025Q4: 1,698 shares; 2026Q1: 1,698 shares; 2026Q2: 1,685 shares 1,685 $375K 0.02% -13 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 2,207 shares; 2025Q3: 1,984 shares; 2025Q4: 1,984 shares; 2026Q1: 1,958 shares; 2026Q2: 1,958 shares 1,958 $374K 0.02% 0 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: 2,346 shares; 2024Q4: 2,332 shares; 2025Q1: 2,335 shares; 2025Q2: 2,338 shares; 2025Q3: 2,315 shares; 2025Q4: 2,319 shares; 2026Q1: 2,357 shares; 2026Q2: 2,360 shares 2,360 $373K 0.02% +3 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,086 shares; 2025Q4: 2,111 shares; 2026Q1: 2,950 shares; 2026Q2: 2,950 shares 2,950 $367K 0.02% 0 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: 11,789 shares; 2024Q4: 10,050 shares; 2025Q1: 9,000 shares; 2025Q2: 6,625 shares; 2025Q3: 6,120 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares; 2026Q2: 6,120 shares 6,120 $365K 0.02% 0 Timeline VDE 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: 6,003 shares; 2024Q4: 6,001 shares; 2025Q1: 4,612 shares; 2025Q2: 4,594 shares; 2025Q3: 3,840 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares; 2026Q2: 2,318 shares 2,318 $348K 0.02% 0 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: 75,933 shares; 2024Q4: 67,773 shares; 2025Q1: 48,668 shares; 2025Q2: 27,474 shares; 2025Q3: 25,784 shares; 2025Q4: 18,747 shares; 2026Q1: 16,496 shares; 2026Q2: 14,076 shares 14,076 $346K 0.02% -2,420 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 615 shares 615 $345K 0.02% new Timeline VIS 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: 955 shares; 2024Q4: 955 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 955 shares; 2026Q2: 955 shares 955 $344K 0.02% 0 Timeline XAR 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: 902 shares; 2025Q4: not reported; 2026Q1: 794 shares; 2026Q2: 1,193 shares 1,193 $339K 0.02% +399 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,395 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,395 shares; 2026Q1: 4,395 shares; 2026Q2: 4,395 shares 4,395 $328K 0.02% 0 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: 6,290 shares; 2024Q4: 6,170 shares; 2025Q1: 5,901 shares; 2025Q2: 5,264 shares; 2025Q3: 3,644 shares; 2025Q4: 2,274 shares; 2026Q1: 2,232 shares; 2026Q2: 1,982 shares 1,982 $324K 0.02% -250 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 805 shares; 2026Q1: 805 shares; 2026Q2: 805 shares 805 $317K 0.02% 0 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: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares; 2026Q2: 1,555 shares 1,555 $312K 0.02% 0 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: 574 shares; 2024Q4: 592 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 626 shares; 2025Q4: 626 shares; 2026Q1: 622 shares; 2026Q2: 622 shares 622 $312K 0.02% 0 Timeline IEZ 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: 20,915 shares; 2025Q1: 33,445 shares; 2025Q2: 31,720 shares; 2025Q3: 20,455 shares; 2025Q4: 14,020 shares; 2026Q1: 12,990 shares; 2026Q2: 11,570 shares 11,570 $311K 0.02% -1,420 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,820 shares; 2024Q4: 17,720 shares; 2025Q1: 17,921 shares; 2025Q2: 18,044 shares; 2025Q3: 15,560 shares; 2025Q4: 16,420 shares; 2026Q1: 16,213 shares; 2026Q2: 14,981 shares 14,981 $310K 0.02% -1,232 Timeline SCHI 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: 5,854 shares; 2024Q4: 11,708 shares; 2025Q1: 13,443 shares; 2025Q2: 13,443 shares; 2025Q3: 13,408 shares; 2025Q4: 13,408 shares; 2026Q1: 13,497 shares; 2026Q2: 13,497 shares 13,497 $306K 0.02% 0 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: 1,005 shares 1,005 $299K 0.02% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,529 shares; 2025Q3: 2,229 shares; 2025Q4: 2,239 shares; 2026Q1: 2,406 shares; 2026Q2: 2,556 shares 2,556 $298K 0.02% +150 Timeline VMBS 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: 5,523 shares; 2024Q4: 5,223 shares; 2025Q1: 6,113 shares; 2025Q2: 6,113 shares; 2025Q3: 6,123 shares; 2025Q4: 6,199 shares; 2026Q1: 6,305 shares; 2026Q2: 6,305 shares 6,305 $295K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,102 shares; 2024Q4: 2,102 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares; 2026Q2: 1,702 shares 1,702 $293K 0.02% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,891 shares; 2024Q4: 7,891 shares; 2025Q1: 7,891 shares; 2025Q2: 7,891 shares; 2025Q3: 7,891 shares; 2025Q4: 8,266 shares; 2026Q1: 8,266 shares; 2026Q2: 8,266 shares 8,266 $290K 0.02% 0 Timeline SDY 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: 2,544 shares; 2024Q4: 2,544 shares; 2025Q1: 2,544 shares; 2025Q2: 2,344 shares; 2025Q3: 2,344 shares; 2025Q4: 2,284 shares; 2026Q1: 2,284 shares; 2026Q2: 1,882 shares 1,882 $286K 0.02% -402 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,498 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,498 shares; 2025Q4: 1,498 shares; 2026Q1: 1,448 shares; 2026Q2: 1,448 shares 1,448 $286K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,717 shares; 2024Q4: 26,642 shares; 2025Q1: 25,157 shares; 2025Q2: 18,632 shares; 2025Q3: 14,497 shares; 2025Q4: 12,256 shares; 2026Q1: 11,541 shares; 2026Q2: 9,376 shares 9,376 $286K 0.02% -2,165 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: 6,573 shares; 2024Q4: 6,573 shares; 2025Q1: 6,588 shares; 2025Q2: 1,713 shares; 2025Q3: 1,712 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 653 shares 653 $282K 0.01% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,527 shares; 2025Q1: 3,525 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 4,010 shares; 2026Q1: 3,915 shares; 2026Q2: 3,915 shares 3,915 $280K 0.01% 0 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: 586 shares; 2024Q4: 1,426 shares; 2025Q1: 1,464 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 816 shares 816 $278K 0.01% new Timeline FNDA 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: 3,580 shares; 2024Q4: 7,160 shares; 2025Q1: 7,424 shares; 2025Q2: 7,362 shares; 2025Q3: 7,287 shares; 2025Q4: 7,287 shares; 2026Q1: 7,287 shares; 2026Q2: 7,287 shares 7,287 $277K 0.01% 0 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: 3,166 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,446 shares; 2025Q3: 3,479 shares; 2025Q4: 3,237 shares; 2026Q1: 2,862 shares; 2026Q2: 2,802 shares 2,802 $276K 0.01% -60 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: 1,344 shares; 2024Q4: 1,246 shares; 2025Q1: 1,247 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,149 shares; 2026Q1: 1,135 shares; 2026Q2: 1,135 shares 1,135 $275K 0.01% 0 Timeline FNDF 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: 5,534 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares; 2025Q4: 5,208 shares; 2026Q1: 5,208 shares; 2026Q2: 5,208 shares 5,208 $275K 0.01% 0 Timeline SCHR 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: 5,999 shares; 2024Q4: 10,350 shares; 2025Q1: 10,883 shares; 2025Q2: 11,133 shares; 2025Q3: 11,133 shares; 2025Q4: 11,133 shares; 2026Q1: 11,133 shares; 2026Q2: 11,133 shares 11,133 $275K 0.01% 0 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,199 shares; 2025Q3: 18,693 shares; 2025Q4: 19,196 shares; 2026Q1: 19,687 shares; 2026Q2: 20,151 shares 20,151 $274K 0.01% +464 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,819 shares; 2024Q4: 9,729 shares; 2025Q1: 9,729 shares; 2025Q2: 9,629 shares; 2025Q3: 9,406 shares; 2025Q4: 8,318 shares; 2026Q1: 8,206 shares; 2026Q2: 7,706 shares 7,706 $268K 0.01% -500 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III 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: 3,627 shares; 2025Q4: 3,627 shares; 2026Q1: 3,627 shares; 2026Q2: 3,627 shares 3,627 $268K 0.01% 0 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,705 shares; 2024Q4: 17,355 shares; 2025Q1: 14,445 shares; 2025Q2: 11,430 shares; 2025Q3: 10,680 shares; 2025Q4: 6,135 shares; 2026Q1: 5,610 shares; 2026Q2: 5,075 shares 5,075 $267K 0.01% -535 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares; 2026Q2: 2,006 shares 2,006 $264K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,196 shares; 2025Q1: 1,196 shares; 2025Q2: 1,196 shares; 2025Q3: 1,149 shares; 2025Q4: 1,149 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $261K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 12,385 shares; 2025Q1: 12,385 shares; 2025Q2: 12,385 shares; 2025Q3: 12,385 shares; 2025Q4: 10,855 shares; 2026Q1: 10,305 shares; 2026Q2: 9,005 shares 9,005 $261K 0.01% -1,300 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445 shares; 2024Q4: 445 shares; 2025Q1: not reported; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares; 2026Q2: 370 shares 370 $260K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,389 shares; 2024Q4: 3,059 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,867 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares; 2026Q2: 3,562 shares 3,562 $259K 0.01% 0 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,430 shares; 2025Q3: 6,035 shares; 2025Q4: 6,048 shares; 2026Q1: 6,187 shares; 2026Q2: 6,330 shares 6,330 $258K 0.01% +143 Timeline SCHF 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: 6,909 shares; 2024Q4: 13,567 shares; 2025Q1: 14,128 shares; 2025Q2: 13,875 shares; 2025Q3: 12,275 shares; 2025Q4: 12,275 shares; 2026Q1: 12,683 shares; 2026Q2: 8,959 shares 8,959 $248K 0.01% -3,724 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 588 shares; 2025Q4: 450 shares; 2026Q1: 609 shares; 2026Q2: 555 shares 555 $248K 0.01% -54 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: 252 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 257 shares; 2026Q2: 257 shares 257 $247K 0.01% 0 Timeline VPU 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: 1,251 shares; 2024Q4: 1,251 shares; 2025Q1: 1,251 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 1,251 shares 1,251 $245K 0.01% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,650 shares 3,650 $245K 0.01% +250 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 773 shares 773 $243K 0.01% +50 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,606 shares 2,606 $243K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,018 shares; 2025Q4: 2,018 shares; 2026Q1: 2,018 shares; 2026Q2: 2,018 shares 2,018 $243K 0.01% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,372 shares 1,372 $242K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,650 shares; 2024Q4: 21,650 shares; 2025Q1: 18,650 shares; 2025Q2: 18,650 shares; 2025Q3: 18,650 shares; 2025Q4: 18,150 shares; 2026Q1: 18,150 shares; 2026Q2: 18,150 shares 18,150 $241K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,194 shares; 2024Q4: 1,190 shares; 2025Q1: 1,190 shares; 2025Q2: 1,168 shares; 2025Q3: 1,000 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $238K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 119 shares 119 $237K 0.01% new Timeline IGV 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: 48,905 shares; 2025Q2: 44,832 shares; 2025Q3: 43,612 shares; 2025Q4: 41,537 shares; 2026Q1: 37,277 shares; 2026Q2: 2,602 shares 2,602 $236K 0.01% -34,675 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: not reported; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: 5,024 shares; 2025Q4: 5,024 shares; 2026Q1: 5,024 shares; 2026Q2: 5,024 shares 5,024 $234K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 683 shares; 2024Q4: 560 shares; 2025Q1: 600 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares; 2026Q2: 573 shares 573 $233K 0.01% 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: 1,012 shares; 2024Q4: 1,070 shares; 2025Q1: 1,071 shares; 2025Q2: 991 shares; 2025Q3: 992 shares; 2025Q4: 1,142 shares; 2026Q1: 1,060 shares; 2026Q2: 1,039 shares 1,039 $231K 0.01% -21 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: 2,609 shares; 2024Q4: 2,600 shares; 2025Q1: 2,681 shares; 2025Q2: 2,581 shares; 2025Q3: 2,581 shares; 2025Q4: 2,506 shares; 2026Q1: 1,955 shares; 2026Q2: 1,955 shares 1,955 $230K 0.01% 0 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: 6,937 shares; 2024Q4: 6,937 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,837 shares 4,837 $230K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares; 2026Q2: 3,097 shares 3,097 $227K 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 3,264 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,999 shares 3,999 $224K 0.01% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 1,960 shares 1,960 $220K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,340 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 12,050 shares; 2026Q1: 12,400 shares; 2026Q2: 12,400 shares 12,400 $220K 0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,152 shares; 2025Q3: 16,566 shares; 2025Q4: 16,996 shares; 2026Q1: 17,469 shares; 2026Q2: 17,986 shares 17,986 $216K 0.01% +517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 797 shares; 2025Q3: 797 shares; 2025Q4: 797 shares; 2026Q1: not reported; 2026Q2: 797 shares 797 $211K 0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,179 shares; 2024Q4: 4,307 shares; 2025Q1: 3,736 shares; 2025Q2: 2,379 shares; 2025Q3: 2,064 shares; 2025Q4: 1,429 shares; 2026Q1: 1,429 shares; 2026Q2: 1,379 shares 1,379 $209K 0.01% -50 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV 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: 8,000 shares; 2026Q2: 8,000 shares 8,000 $208K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 2,337 shares 2,337 $208K 0.01% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,345 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,245 shares 1,245 $205K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 881 shares; 2025Q1: 830 shares; 2025Q2: 812 shares; 2025Q3: 821 shares; 2025Q4: not reported; 2026Q1: 770 shares; 2026Q2: 755 shares 755 $204K 0.01% -15 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,402 shares; 2025Q1: 8,672 shares; 2025Q2: 7,532 shares; 2025Q3: 6,372 shares; 2025Q4: 5,297 shares; 2026Q1: 4,912 shares; 2026Q2: 4,392 shares 4,392 $204K 0.01% -520 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $202K 0.01% new Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,350 shares; 2024Q4: 18,950 shares; 2025Q1: 18,550 shares; 2025Q2: 12,575 shares; 2025Q3: 12,575 shares; 2025Q4: 12,125 shares; 2026Q1: 12,125 shares; 2026Q2: 11,125 shares 11,125 $159K 0.01% -1,000 Timeline LND BRASILAGRO COMPANHIA BRASILE More: the full row for BRASILAGRO COMPANHIA BRASILE 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: 11,398 shares 11,398 $40.7K <0.01% new Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL 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: 38,111 shares 38,111 $12.5K <0.01% new Timeline