IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 596,843 shares; 2024Q4: 603,616 shares; 2025Q1: 570,383 shares; 2025Q2: 580,421 shares; 2025Q3: 581,307 shares; 2025Q4: 761,651 shares; 2026Q1: 793,084 shares; 2026Q2: 801,678 shares 801,678 $600M 14.18% +8,594 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: 3,441,453 shares; 2024Q4: 3,473,756 shares; 2025Q1: 3,612,114 shares; 2025Q2: 3,626,169 shares; 2025Q3: 3,528,500 shares; 2025Q4: 3,688,225 shares; 2026Q1: 3,681,880 shares; 2026Q2: 3,667,167 shares 3,667,167 $436M 10.3% -14,713 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025,492 shares; 2024Q4: 1,050,303 shares; 2025Q1: 3,181,431 shares; 2025Q2: 3,286,565 shares; 2025Q3: 3,499,147 shares; 2025Q4: 4,892,228 shares; 2026Q1: 6,501,284 shares; 2026Q2: 6,729,858 shares 6,729,858 $306M 7.23% +228,574 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,406,794 shares; 2024Q4: 3,522,133 shares; 2025Q1: 3,173,250 shares; 2025Q2: 3,254,573 shares; 2025Q3: 3,432,142 shares; 2025Q4: 3,670,074 shares; 2026Q1: 5,551,033 shares; 2026Q2: 5,746,548 shares 5,746,548 $301M 7.1% +195,515 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: 2,072,168 shares; 2024Q4: 2,147,652 shares; 2025Q1: 2,068,130 shares; 2025Q2: 2,087,616 shares; 2025Q3: 2,141,415 shares; 2025Q4: 2,367,144 shares; 2026Q1: 2,574,775 shares; 2026Q2: 2,650,160 shares 2,650,160 $256M 6.04% +75,385 Timeline SPYV 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: 3,205,243 shares; 2024Q4: 3,245,646 shares; 2025Q1: 4,219,443 shares; 2025Q2: 4,384,101 shares; 2025Q3: 4,546,337 shares; 2025Q4: 3,567,718 shares; 2026Q1: 3,840,648 shares; 2026Q2: 3,939,693 shares 3,939,693 $239M 5.65% +99,045 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: 2,366,567 shares; 2024Q4: 2,447,183 shares; 2025Q1: 2,016,188 shares; 2025Q2: 2,063,134 shares; 2025Q3: 2,179,161 shares; 2025Q4: 2,321,437 shares; 2026Q1: 1,880,132 shares; 2026Q2: 1,944,130 shares 1,944,130 $192M 4.54% +63,998 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,218,396 shares; 2024Q4: 4,417,002 shares; 2025Q1: 3,755,287 shares; 2025Q2: 3,855,668 shares; 2025Q3: 4,045,438 shares; 2025Q4: 3,470,264 shares; 2026Q1: 3,367,759 shares; 2026Q2: 3,439,589 shares 3,439,589 $161M 3.81% +71,830 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: 1,858,657 shares; 2024Q4: 1,923,148 shares; 2025Q1: 1,458,356 shares; 2025Q2: 1,492,641 shares; 2025Q3: 1,572,615 shares; 2025Q4: 1,374,299 shares; 2026Q1: 1,628,093 shares; 2026Q2: 1,685,608 shares 1,685,608 $159M 3.76% +57,515 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: 1,882,312 shares; 2024Q4: 1,937,149 shares; 2025Q1: 1,944,778 shares; 2025Q2: 1,981,509 shares; 2025Q3: 2,002,990 shares; 2025Q4: 1,960,087 shares; 2026Q1: 1,851,640 shares; 2026Q2: 1,860,708 shares 1,860,708 $154M 3.64% +9,068 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,417 shares; 2024Q4: 13,040 shares; 2025Q1: 13,892 shares; 2025Q2: 15,601 shares; 2025Q3: 15,204 shares; 2025Q4: 661,587 shares; 2026Q1: 933,031 shares; 2026Q2: 944,060 shares 944,060 $116M 2.74% +11,029 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222,650 shares; 2026Q2: 1,263,551 shares 1,263,551 $95.8M 2.26% +40,901 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,767,200 shares; 2026Q1: 1,750,838 shares; 2026Q2: 1,742,429 shares 1,742,429 $84.1M 1.99% -8,409 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,094,357 shares; 2025Q2: 1,127,534 shares; 2025Q3: 1,155,778 shares; 2025Q4: 1,201,423 shares; 2026Q1: 1,320,070 shares; 2026Q2: 1,353,310 shares 1,353,310 $72.6M 1.71% +33,240 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: 13,010 shares; 2024Q4: 12,420 shares; 2025Q1: 12,348 shares; 2025Q2: 12,892 shares; 2025Q3: 12,849 shares; 2025Q4: 11,044 shares; 2026Q1: 907,107 shares; 2026Q2: 931,862 shares 931,862 $71.9M 1.7% +24,755 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,218 shares; 2024Q4: 49,946 shares; 2025Q1: 48,722 shares; 2025Q2: 21,692 shares; 2025Q3: 20,632 shares; 2025Q4: 643,282 shares; 2026Q1: 667,619 shares; 2026Q2: 713,106 shares 713,106 $71.6M 1.69% +45,487 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,365 shares; 2024Q4: 433,812 shares; 2025Q1: 904,284 shares; 2025Q2: 928,140 shares; 2025Q3: 984,113 shares; 2025Q4: 1,063,814 shares; 2026Q1: 634,015 shares; 2026Q2: 649,411 shares 649,411 $66.3M 1.57% +15,396 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 475,070 shares 475,070 $65M 1.53% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,515 shares; 2024Q4: 394,570 shares; 2025Q1: 401,066 shares; 2025Q2: 409,268 shares; 2025Q3: 428,562 shares; 2025Q4: 454,648 shares; 2026Q1: 473,810 shares; 2026Q2: 491,120 shares 491,120 $53.7M 1.27% +17,310 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 982,631 shares; 2026Q1: 1,051,252 shares; 2026Q2: 991,220 shares 991,220 $52.3M 1.23% -60,032 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,839 shares; 2024Q4: 200,316 shares; 2025Q1: 191,747 shares; 2025Q2: 219,648 shares; 2025Q3: 249,538 shares; 2025Q4: 285,028 shares; 2026Q1: 298,694 shares; 2026Q2: 301,535 shares 301,535 $32.5M 0.77% +2,841 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,724 shares; 2024Q4: 405,061 shares; 2025Q1: 461,894 shares; 2025Q2: 478,904 shares; 2025Q3: 461,753 shares; 2025Q4: 472,289 shares; 2026Q1: 487,296 shares; 2026Q2: 544,427 shares 544,427 $27.5M 0.65% +57,131 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,147 shares; 2024Q4: 75,669 shares; 2025Q1: 75,776 shares; 2025Q2: 74,685 shares; 2025Q3: 78,703 shares; 2025Q4: 81,567 shares; 2026Q1: 90,509 shares; 2026Q2: 91,120 shares 91,120 $26.4M 0.62% +611 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: 35,454 shares; 2024Q4: 37,948 shares; 2025Q1: 34,180 shares; 2025Q2: 32,961 shares; 2025Q3: 32,623 shares; 2025Q4: 33,761 shares; 2026Q1: 33,499 shares; 2026Q2: 34,813 shares 34,813 $23.9M 0.56% +1,314 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: 77,964 shares; 2024Q4: 85,839 shares; 2025Q1: 94,727 shares; 2025Q2: 97,387 shares; 2025Q3: 103,247 shares; 2025Q4: 102,203 shares; 2026Q1: 102,611 shares; 2026Q2: 105,355 shares 105,355 $21.1M 0.5% +2,744 Timeline MUNI 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: 372,636 shares; 2024Q4: 368,856 shares; 2025Q1: 288,466 shares; 2025Q2: 302,947 shares; 2025Q3: 302,932 shares; 2025Q4: 324,128 shares; 2026Q1: 345,489 shares; 2026Q2: 382,659 shares 382,659 $20.1M 0.48% +37,170 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: 40,293 shares; 2024Q4: 39,901 shares; 2025Q1: 39,597 shares; 2025Q2: 38,802 shares; 2025Q3: 38,620 shares; 2025Q4: 38,332 shares; 2026Q1: 37,517 shares; 2026Q2: 229,166 shares 229,166 $19.7M 0.47% +191,649 Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,023,327 shares; 2024Q4: 3,026,476 shares; 2025Q1: 3,064,848 shares; 2025Q2: 3,099,347 shares; 2025Q3: 3,163,546 shares; 2025Q4: 1,959,167 shares; 2026Q1: 206,007 shares; 2026Q2: 199,136 shares 199,136 $17.1M 0.4% -6,871 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: 33,471 shares; 2024Q4: 33,176 shares; 2025Q1: 31,978 shares; 2025Q2: 34,584 shares; 2025Q3: 35,377 shares; 2025Q4: 33,980 shares; 2026Q1: 34,134 shares; 2026Q2: 34,672 shares 34,672 $12.9M 0.31% +538 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: 62,980 shares; 2024Q4: 62,782 shares; 2025Q1: 62,065 shares; 2025Q2: 60,701 shares; 2025Q3: 60,255 shares; 2025Q4: 58,756 shares; 2026Q1: 59,253 shares; 2026Q2: 59,183 shares 59,183 $12.9M 0.3% -70 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,743 shares; 2024Q4: 139,002 shares; 2025Q1: 155,386 shares; 2025Q2: 177,362 shares; 2025Q3: 193,455 shares; 2025Q4: 185,233 shares; 2026Q1: 204,221 shares; 2026Q2: 227,247 shares 227,247 $11.4M 0.27% +23,026 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: 32,209 shares; 2024Q4: 34,624 shares; 2025Q1: 32,628 shares; 2025Q2: 32,261 shares; 2025Q3: 32,169 shares; 2025Q4: 31,851 shares; 2026Q1: 32,092 shares; 2026Q2: 31,870 shares 31,870 $11.4M 0.27% -222 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: 32,006 shares; 2024Q4: 37,056 shares; 2025Q1: 36,619 shares; 2025Q2: 36,739 shares; 2025Q3: 38,880 shares; 2025Q4: 41,906 shares; 2026Q1: 41,082 shares; 2026Q2: 42,454 shares 42,454 $10.1M 0.24% +1,372 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,746 shares; 2024Q4: 195,673 shares; 2025Q1: 193,815 shares; 2025Q2: 190,198 shares; 2025Q3: 187,263 shares; 2025Q4: 185,815 shares; 2026Q1: 179,394 shares; 2026Q2: 178,344 shares 178,344 $9.74M 0.23% -1,050 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 60,893 shares; 2025Q2: 178,649 shares; 2025Q3: 174,454 shares; 2025Q4: 121,073 shares; 2026Q1: 236,419 shares; 2026Q2: 343,887 shares 343,887 $8.67M 0.2% +107,468 Timeline JMST 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: 148,754 shares; 2024Q4: 160,426 shares; 2025Q1: 173,353 shares; 2025Q2: 181,152 shares; 2025Q3: 168,027 shares; 2025Q4: 160,542 shares; 2026Q1: 143,283 shares; 2026Q2: 165,677 shares 165,677 $8.45M 0.2% +22,394 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: 16,325 shares; 2024Q4: 17,112 shares; 2025Q1: 16,744 shares; 2025Q2: 18,391 shares; 2025Q3: 18,821 shares; 2025Q4: 18,894 shares; 2026Q1: 19,358 shares; 2026Q2: 20,209 shares 20,209 $7.63M 0.18% +851 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: 2,074 shares; 2024Q4: 2,241 shares; 2025Q1: 2,260 shares; 2025Q2: 2,471 shares; 2025Q3: 3,273 shares; 2025Q4: 8,731 shares; 2026Q1: 8,465 shares; 2026Q2: 8,083 shares 8,083 $7.56M 0.18% -382 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,044 shares; 2024Q4: 249,156 shares; 2025Q1: 258,705 shares; 2025Q2: 259,886 shares; 2025Q3: 271,049 shares; 2025Q4: 293,566 shares; 2026Q1: 301,923 shares; 2026Q2: 323,488 shares 323,488 $7.26M 0.17% +21,565 Timeline SMMU 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: 22,825 shares; 2024Q4: 35,633 shares; 2025Q1: 130,906 shares; 2025Q2: 145,958 shares; 2025Q3: 143,445 shares; 2025Q4: 137,720 shares; 2026Q1: 133,748 shares; 2026Q2: 139,502 shares 139,502 $7.04M 0.17% +5,754 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: 359,589 shares; 2024Q4: 364,362 shares; 2025Q1: 379,814 shares; 2025Q2: 382,977 shares; 2025Q3: 368,681 shares; 2025Q4: 35,425 shares; 2026Q1: 27,976 shares; 2026Q2: 27,770 shares 27,770 $7M 0.17% -206 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: 3,620 shares; 2024Q4: 3,518 shares; 2025Q1: 15,471 shares; 2025Q2: 14,038 shares; 2025Q3: 14,078 shares; 2025Q4: 14,899 shares; 2026Q1: 19,456 shares; 2026Q2: 18,810 shares 18,810 $6.88M 0.16% -646 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: 14,457 shares; 2024Q4: 17,524 shares; 2025Q1: 17,236 shares; 2025Q2: 16,685 shares; 2025Q3: 17,619 shares; 2025Q4: 18,026 shares; 2026Q1: 19,012 shares; 2026Q2: 19,342 shares 19,342 $6.83M 0.16% +330 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: 43,287 shares; 2024Q4: 41,928 shares; 2025Q1: 42,848 shares; 2025Q2: 41,202 shares; 2025Q3: 46,271 shares; 2025Q4: 47,195 shares; 2026Q1: 39,891 shares; 2026Q2: 41,181 shares 41,181 $6.83M 0.16% +1,290 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: 57,919 shares; 2024Q4: 51,759 shares; 2025Q1: 51,447 shares; 2025Q2: 50,981 shares; 2025Q3: 50,458 shares; 2025Q4: 49,876 shares; 2026Q1: 49,504 shares; 2026Q2: 47,679 shares 47,679 $6.56M 0.15% -1,825 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: 1,000,897 shares; 2024Q4: 1,013,519 shares; 2025Q1: 995,737 shares; 2025Q2: 1,019,605 shares; 2025Q3: 1,072,213 shares; 2025Q4: 732,704 shares; 2026Q1: 75,320 shares; 2026Q2: 65,552 shares 65,552 $6.32M 0.15% -9,768 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: 7,141 shares; 2024Q4: 5,580 shares; 2025Q1: 6,924 shares; 2025Q2: 7,435 shares; 2025Q3: 9,229 shares; 2025Q4: 9,671 shares; 2026Q1: 10,368 shares; 2026Q2: 10,581 shares 10,581 $6.15M 0.15% +213 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,003 shares; 2024Q4: 11,014 shares; 2025Q1: 10,785 shares; 2025Q2: 13,469 shares; 2025Q3: 14,211 shares; 2025Q4: 14,323 shares; 2026Q1: 14,394 shares; 2026Q2: 14,301 shares 14,301 $6.02M 0.14% -93 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,933 shares; 2024Q4: 10,843 shares; 2025Q1: 11,777 shares; 2025Q2: 11,873 shares; 2025Q3: 11,768 shares; 2025Q4: 11,779 shares; 2026Q1: 11,757 shares; 2026Q2: 11,983 shares 11,983 $6M 0.14% +226 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: 13,357 shares; 2024Q4: 53,715 shares; 2025Q1: 145,872 shares; 2025Q2: 130,447 shares; 2025Q3: 128,552 shares; 2025Q4: 123,872 shares; 2026Q1: 179,845 shares; 2026Q2: 172,806 shares 172,806 $5.85M 0.14% -7,039 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: 22,658 shares; 2024Q4: 22,428 shares; 2025Q1: 22,306 shares; 2025Q2: 20,540 shares; 2025Q3: 20,202 shares; 2025Q4: 19,995 shares; 2026Q1: 18,042 shares; 2026Q2: 18,960 shares 18,960 $5.65M 0.13% +918 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: 24,615 shares; 2024Q4: 23,131 shares; 2025Q1: 23,003 shares; 2025Q2: 23,029 shares; 2025Q3: 23,048 shares; 2025Q4: 24,056 shares; 2026Q1: 23,740 shares; 2026Q2: 22,845 shares 22,845 $5.19M 0.12% -895 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: 12,842 shares; 2024Q4: 12,954 shares; 2025Q1: 12,505 shares; 2025Q2: 14,216 shares; 2025Q3: 14,704 shares; 2025Q4: 15,008 shares; 2026Q1: 15,009 shares; 2026Q2: 15,775 shares 15,775 $5.16M 0.12% +766 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: 3,006 shares; 2024Q4: 3,425 shares; 2025Q1: 3,036 shares; 2025Q2: 6,325 shares; 2025Q3: 6,266 shares; 2025Q4: 6,074 shares; 2026Q1: 5,990 shares; 2026Q2: 9,784 shares 9,784 $4.98M 0.12% +3,794 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,878 shares; 2024Q4: 38,743 shares; 2025Q1: 43,354 shares; 2025Q2: 48,937 shares; 2025Q3: 47,207 shares; 2025Q4: 57,276 shares; 2026Q1: 71,561 shares; 2026Q2: 77,694 shares 77,694 $4.83M 0.11% +6,133 Timeline PDS PRECISION DRILLING CORP More: the full row for PRECISION DRILLING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,464 shares; 2025Q2: 96,557 shares; 2025Q3: 96,557 shares; 2025Q4: 79,161 shares; 2026Q1: 67,254 shares; 2026Q2: 62,254 shares 62,254 $4.77M 0.11% -5,000 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: 7,579 shares; 2024Q4: 7,989 shares; 2025Q1: 8,216 shares; 2025Q2: 8,762 shares; 2025Q3: 9,275 shares; 2025Q4: 8,666 shares; 2026Q1: 8,914 shares; 2026Q2: 8,437 shares 8,437 $4.75M 0.11% -477 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,694 shares; 2025Q1: 3,874 shares; 2025Q2: 2,932 shares; 2025Q3: 3,188 shares; 2025Q4: 3,296 shares; 2026Q1: 3,546 shares; 2026Q2: 4,008 shares 4,008 $4.63M 0.11% +462 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,578 shares; 2024Q4: 41,189 shares; 2025Q1: 41,296 shares; 2025Q2: 41,699 shares; 2025Q3: 41,262 shares; 2025Q4: 39,106 shares; 2026Q1: 37,961 shares; 2026Q2: 44,185 shares 44,185 $4.59M 0.11% +6,224 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,009 shares; 2024Q4: 3,154 shares; 2025Q1: 3,352 shares; 2025Q2: 3,726 shares; 2025Q3: 3,683 shares; 2025Q4: 3,582 shares; 2026Q1: 3,575 shares; 2026Q2: 3,676 shares 3,676 $4.41M 0.1% +101 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: 8,968 shares; 2024Q4: 8,896 shares; 2025Q1: 8,871 shares; 2025Q2: 8,825 shares; 2025Q3: 8,559 shares; 2025Q4: 8,195 shares; 2026Q1: 8,654 shares; 2026Q2: 34,500 shares 34,500 $4.28M 0.1% +25,846 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,422 shares; 2024Q4: 8,288 shares; 2025Q1: 23,191 shares; 2025Q2: 27,447 shares; 2025Q3: 26,694 shares; 2025Q4: 26,280 shares; 2026Q1: 38,300 shares; 2026Q2: 37,527 shares 37,527 $3.99M 0.09% -773 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: 32,380 shares; 2024Q4: 34,939 shares; 2025Q1: 30,950 shares; 2025Q2: 28,177 shares; 2025Q3: 28,137 shares; 2025Q4: 24,917 shares; 2026Q1: 31,696 shares; 2026Q2: 30,393 shares 30,393 $3.78M 0.09% -1,303 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: 37,364 shares; 2024Q4: 35,674 shares; 2025Q1: 39,410 shares; 2025Q2: 39,642 shares; 2025Q3: 36,862 shares; 2025Q4: 30,377 shares; 2026Q1: 23,545 shares; 2026Q2: 21,077 shares 21,077 $3.56M 0.08% -2,468 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: 13,347 shares; 2024Q4: 12,097 shares; 2025Q1: 12,811 shares; 2025Q2: 12,476 shares; 2025Q3: 13,372 shares; 2025Q4: 13,476 shares; 2026Q1: 14,016 shares; 2026Q2: 13,597 shares 13,597 $3.45M 0.08% -419 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,797 shares; 2024Q4: 19,002 shares; 2025Q1: 23,006 shares; 2025Q2: 22,027 shares; 2025Q3: 22,057 shares; 2025Q4: 20,029 shares; 2026Q1: 19,207 shares; 2026Q2: 19,199 shares 19,199 $3.43M 0.08% -8 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: 2,110 shares; 2024Q4: 2,473 shares; 2025Q1: 2,410 shares; 2025Q2: 2,830 shares; 2025Q3: 2,756 shares; 2025Q4: 2,817 shares; 2026Q1: 2,800 shares; 2026Q2: 3,046 shares 3,046 $3.24M 0.08% +246 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: 493,388 shares; 2024Q4: 495,154 shares; 2025Q1: 531,601 shares; 2025Q2: 548,113 shares; 2025Q3: 558,076 shares; 2025Q4: 24,115 shares; 2026Q1: 22,428 shares; 2026Q2: 21,870 shares 21,870 $3.24M 0.08% -558 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: 10,510 shares; 2024Q4: 10,220 shares; 2025Q1: 10,298 shares; 2025Q2: 10,421 shares; 2025Q3: 9,604 shares; 2025Q4: 9,341 shares; 2026Q1: 8,674 shares; 2026Q2: 9,382 shares 9,382 $3.22M 0.08% +708 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: 4,686 shares; 2024Q4: 9,475 shares; 2025Q1: 9,613 shares; 2025Q2: 8,883 shares; 2025Q3: 8,978 shares; 2025Q4: 8,950 shares; 2026Q1: 8,667 shares; 2026Q2: 9,310 shares 9,310 $3.17M 0.07% +643 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,722 shares; 2025Q2: 24,223 shares; 2025Q3: 23,971 shares; 2025Q4: 24,169 shares; 2026Q1: 33,922 shares; 2026Q2: 38,040 shares 38,040 $3.02M 0.07% +4,118 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,615 shares; 2024Q4: 23,594 shares; 2025Q1: 35,571 shares; 2025Q2: 36,390 shares; 2025Q3: 35,852 shares; 2025Q4: 36,591 shares; 2026Q1: 40,014 shares; 2026Q2: 40,119 shares 40,119 $2.94M 0.07% +105 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,877 shares; 2024Q4: 32,016 shares; 2025Q1: 33,823 shares; 2025Q2: 38,221 shares; 2025Q3: 39,852 shares; 2025Q4: 41,306 shares; 2026Q1: 40,924 shares; 2026Q2: 42,451 shares 42,451 $2.89M 0.07% +1,527 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,618 shares; 2025Q1: 1,918 shares; 2025Q2: 2,595 shares; 2025Q3: 3,046 shares; 2025Q4: 3,705 shares; 2026Q1: 3,821 shares; 2026Q2: 3,840 shares 3,840 $2.87M 0.07% +19 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,647 shares; 2024Q4: 31,812 shares; 2025Q1: 25,118 shares; 2025Q2: 24,380 shares; 2025Q3: 18,694 shares; 2025Q4: 18,608 shares; 2026Q1: 15,705 shares; 2026Q2: 15,012 shares 15,012 $2.85M 0.07% -693 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: 4,287 shares; 2025Q1: 5,323 shares; 2025Q2: 5,437 shares; 2025Q3: 5,697 shares; 2025Q4: 5,867 shares; 2026Q1: 6,073 shares; 2026Q2: 6,459 shares 6,459 $2.8M 0.07% +386 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: 24,959 shares; 2024Q4: 24,714 shares; 2025Q1: 24,221 shares; 2025Q2: 23,618 shares; 2025Q3: 24,435 shares; 2025Q4: 26,197 shares; 2026Q1: 25,007 shares; 2026Q2: 24,532 shares 24,532 $2.78M 0.07% -475 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: 6,280 shares; 2024Q4: 7,182 shares; 2025Q1: 7,884 shares; 2025Q2: 8,221 shares; 2025Q3: 8,199 shares; 2025Q4: 10,251 shares; 2026Q1: 10,443 shares; 2026Q2: 10,682 shares 10,682 $2.69M 0.06% +239 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: 24,760 shares; 2024Q4: 24,636 shares; 2025Q1: 23,429 shares; 2025Q2: 26,187 shares; 2025Q3: 26,098 shares; 2025Q4: 26,141 shares; 2026Q1: 26,012 shares; 2026Q2: 25,180 shares 25,180 $2.62M 0.06% -832 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: 3,670 shares; 2024Q4: 3,932 shares; 2025Q1: 4,124 shares; 2025Q2: 5,383 shares; 2025Q3: 8,215 shares; 2025Q4: 8,857 shares; 2026Q1: 9,234 shares; 2026Q2: 7,058 shares 7,058 $2.61M 0.06% -2,176 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: 2,582 shares; 2024Q4: 2,493 shares; 2025Q1: 2,565 shares; 2025Q2: 3,095 shares; 2025Q3: 3,092 shares; 2025Q4: 3,209 shares; 2026Q1: 3,500 shares; 2026Q2: 3,480 shares 3,480 $2.52M 0.06% -20 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,557 shares; 2025Q2: 11,172 shares; 2025Q3: 12,928 shares; 2025Q4: 14,630 shares; 2026Q1: 15,869 shares; 2026Q2: 17,967 shares 17,967 $2.51M 0.06% +2,098 Timeline VBR 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: 11,749 shares; 2024Q4: 12,071 shares; 2025Q1: 11,437 shares; 2025Q2: 10,862 shares; 2025Q3: 10,716 shares; 2025Q4: 10,397 shares; 2026Q1: 10,377 shares; 2026Q2: 10,262 shares 10,262 $2.49M 0.06% -115 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,243 shares; 2024Q4: 33,612 shares; 2025Q1: 59,813 shares; 2025Q2: 61,901 shares; 2025Q3: 61,946 shares; 2025Q4: 67,114 shares; 2026Q1: 67,754 shares; 2026Q2: 66,532 shares 66,532 $2.46M 0.06% -1,222 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: 37,033 shares; 2024Q4: 38,571 shares; 2025Q1: 38,336 shares; 2025Q2: 41,159 shares; 2025Q3: 42,450 shares; 2025Q4: 41,323 shares; 2026Q1: 40,091 shares; 2026Q2: 40,786 shares 40,786 $2.32M 0.05% +695 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: 9,619 shares; 2024Q4: 9,619 shares; 2025Q1: 9,563 shares; 2025Q2: 9,522 shares; 2025Q3: 9,581 shares; 2025Q4: 9,558 shares; 2026Q1: 9,623 shares; 2026Q2: 9,558 shares 9,558 $2.32M 0.05% -65 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,377 shares; 2024Q4: 25,368 shares; 2025Q1: 25,262 shares; 2025Q2: 24,900 shares; 2025Q3: 24,950 shares; 2025Q4: 24,954 shares; 2026Q1: 27,628 shares; 2026Q2: 27,768 shares 27,768 $2.23M 0.05% +140 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: 7,413 shares; 2024Q4: 7,133 shares; 2025Q1: 6,502 shares; 2025Q2: 7,053 shares; 2025Q3: 6,559 shares; 2025Q4: 5,874 shares; 2026Q1: 5,553 shares; 2026Q2: 6,125 shares 6,125 $2.16M 0.05% +572 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: 8,391 shares; 2024Q4: 10,703 shares; 2025Q1: 12,890 shares; 2025Q2: 14,325 shares; 2025Q3: 14,739 shares; 2025Q4: 14,531 shares; 2026Q1: 16,455 shares; 2026Q2: 18,223 shares 18,223 $2.14M 0.05% +1,768 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,829 shares; 2024Q4: 12,237 shares; 2025Q1: 42,572 shares; 2025Q2: 39,131 shares; 2025Q3: 39,184 shares; 2025Q4: 35,639 shares; 2026Q1: 27,553 shares; 2026Q2: 25,672 shares 25,672 $2.09M 0.05% -1,881 Timeline HEZU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,978 shares; 2024Q4: 38,014 shares; 2025Q1: 40,839 shares; 2025Q2: 40,598 shares; 2025Q3: 40,086 shares; 2025Q4: 39,100 shares; 2026Q1: 42,791 shares; 2026Q2: 41,363 shares 41,363 $2.07M 0.05% -1,428 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: 4,548 shares; 2024Q4: 4,749 shares; 2025Q1: 4,988 shares; 2025Q2: 5,515 shares; 2025Q3: 5,517 shares; 2025Q4: 5,844 shares; 2026Q1: 5,666 shares; 2026Q2: 5,525 shares 5,525 $2.06M 0.05% -141 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: 4,863 shares; 2024Q4: 5,011 shares; 2025Q1: 4,759 shares; 2025Q2: 4,964 shares; 2025Q3: 4,722 shares; 2025Q4: 4,390 shares; 2026Q1: 4,074 shares; 2026Q2: 3,970 shares 3,970 $2.04M 0.05% -104 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: 18,510 shares; 2024Q4: 16,861 shares; 2025Q1: 15,996 shares; 2025Q2: 16,086 shares; 2025Q3: 15,677 shares; 2025Q4: 15,906 shares; 2026Q1: 16,589 shares; 2026Q2: 23,317 shares 23,317 $1.89M 0.04% +6,728 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: 4,105 shares; 2024Q4: 6,099 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 11,011 shares; 2025Q4: 11,345 shares; 2026Q1: 11,280 shares; 2026Q2: 25,740 shares 25,740 $1.89M 0.04% +14,460 Timeline SGOV 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: 19,258 shares; 2026Q1: 18,849 shares; 2026Q2: 18,593 shares 18,593 $1.87M 0.04% -256 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,499 shares; 2024Q4: 10,830 shares; 2025Q1: 10,285 shares; 2025Q2: 10,112 shares; 2025Q3: 8,862 shares; 2025Q4: 8,591 shares; 2026Q1: 7,897 shares; 2026Q2: 12,695 shares 12,695 $1.86M 0.04% +4,798 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 849 shares; 2025Q1: 940 shares; 2025Q2: 854 shares; 2025Q3: 753 shares; 2025Q4: 669 shares; 2026Q1: 632 shares; 2026Q2: 6,025 shares 6,025 $1.82M 0.04% +5,393 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: 988 shares; 2024Q4: 1,153 shares; 2025Q1: 1,152 shares; 2025Q2: 1,423 shares; 2025Q3: 1,462 shares; 2025Q4: 1,536 shares; 2026Q1: 1,498 shares; 2026Q2: 1,499 shares 1,499 $1.76M 0.04% +1 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: 23,019 shares; 2024Q4: 32,853 shares; 2025Q1: 33,223 shares; 2025Q2: 34,737 shares; 2025Q3: 33,874 shares; 2025Q4: 31,944 shares; 2026Q1: 33,269 shares; 2026Q2: 41,116 shares 41,116 $1.74M 0.04% +7,847 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,453 shares; 2024Q4: 35,289 shares; 2025Q1: 38,816 shares; 2025Q2: 40,302 shares; 2025Q3: 38,538 shares; 2025Q4: 33,796 shares; 2026Q1: 32,422 shares; 2026Q2: 34,915 shares 34,915 $1.61M 0.04% +2,493 Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 4,057 shares 4,057 $1.6M 0.04% new 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: 3,982 shares; 2024Q4: 4,101 shares; 2025Q1: 4,868 shares; 2025Q2: 5,678 shares; 2025Q3: 5,489 shares; 2025Q4: 5,703 shares; 2026Q1: 5,430 shares; 2026Q2: 5,600 shares 5,600 $1.57M 0.04% +170 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: 37,052 shares; 2024Q4: 44,436 shares; 2025Q1: 45,573 shares; 2025Q2: 44,076 shares; 2025Q3: 39,766 shares; 2025Q4: 35,405 shares; 2026Q1: 34,990 shares; 2026Q2: 33,533 shares 33,533 $1.56M 0.04% -1,457 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: 3,808 shares; 2024Q4: 3,574 shares; 2025Q1: 3,164 shares; 2025Q2: 2,400 shares; 2025Q3: 2,422 shares; 2025Q4: 3,059 shares; 2026Q1: 2,891 shares; 2026Q2: 3,712 shares 3,712 $1.54M 0.04% +821 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: 5,376 shares; 2024Q4: 5,655 shares; 2025Q1: 5,487 shares; 2025Q2: 5,704 shares; 2025Q3: 5,853 shares; 2025Q4: 5,743 shares; 2026Q1: 5,680 shares; 2026Q2: 1,521 shares 1,521 $1.54M 0.04% -4,159 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: 15,307 shares; 2024Q4: 14,333 shares; 2025Q1: 12,346 shares; 2025Q2: 13,099 shares; 2025Q3: 11,962 shares; 2025Q4: 10,306 shares; 2026Q1: 10,011 shares; 2026Q2: 10,309 shares 10,309 $1.51M 0.04% +298 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561,277 shares; 2024Q4: 577,474 shares; 2025Q1: 618,387 shares; 2025Q2: 676,939 shares; 2025Q3: 737,552 shares; 2025Q4: 70,037 shares; 2026Q1: 67,737 shares; 2026Q2: 17,191 shares 17,191 $1.49M 0.04% -50,546 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: 11,419 shares; 2024Q4: 12,223 shares; 2025Q1: 10,446 shares; 2025Q2: 12,074 shares; 2025Q3: 12,403 shares; 2025Q4: 12,849 shares; 2026Q1: 12,925 shares; 2026Q2: 12,680 shares 12,680 $1.48M 0.03% -245 Timeline HYMB 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: 55,175 shares; 2024Q4: 55,640 shares; 2025Q1: 56,780 shares; 2025Q2: 71,109 shares; 2025Q3: 33,309 shares; 2025Q4: 31,795 shares; 2026Q1: 36,874 shares; 2026Q2: 57,464 shares 57,464 $1.46M 0.03% +20,590 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 953 shares; 2025Q1: 1,439 shares; 2025Q2: 1,814 shares; 2025Q3: 2,042 shares; 2025Q4: 1,818 shares; 2026Q1: 1,911 shares; 2026Q2: 1,879 shares 1,879 $1.38M 0.03% -32 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,639 shares; 2026Q2: 25,091 shares 25,091 $1.38M 0.03% +13,452 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,468 shares; 2024Q4: 6,473 shares; 2025Q1: 5,434 shares; 2025Q2: 5,181 shares; 2025Q3: 5,260 shares; 2025Q4: 5,359 shares; 2026Q1: 5,059 shares; 2026Q2: 5,317 shares 5,317 $1.36M 0.03% +258 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: 1,724 shares; 2024Q4: 1,827 shares; 2025Q1: 1,924 shares; 2025Q2: 2,138 shares; 2025Q3: 2,233 shares; 2025Q4: 21,298 shares; 2026Q1: 21,093 shares; 2026Q2: 18,901 shares 18,901 $1.35M 0.03% -2,192 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: 10,812 shares; 2024Q4: 9,246 shares; 2025Q1: 8,069 shares; 2025Q2: 8,703 shares; 2025Q3: 9,437 shares; 2025Q4: 8,985 shares; 2026Q1: 9,783 shares; 2026Q2: 10,346 shares 10,346 $1.33M 0.03% +563 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,399 shares; 2024Q4: 8,329 shares; 2025Q1: 7,470 shares; 2025Q2: 8,047 shares; 2025Q3: 9,120 shares; 2025Q4: 9,001 shares; 2026Q1: 10,600 shares; 2026Q2: 10,395 shares 10,395 $1.31M 0.03% -205 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,992 shares; 2024Q4: 3,877 shares; 2025Q1: 3,835 shares; 2025Q2: 3,573 shares; 2025Q3: 3,570 shares; 2025Q4: 3,582 shares; 2026Q1: 3,576 shares; 2026Q2: 3,566 shares 3,566 $1.3M 0.03% -10 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: 6,439 shares; 2024Q4: 6,866 shares; 2025Q1: 7,245 shares; 2025Q2: 7,561 shares; 2025Q3: 7,388 shares; 2025Q4: 7,827 shares; 2026Q1: 8,108 shares; 2026Q2: 8,526 shares 8,526 $1.29M 0.03% +418 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,922 shares; 2024Q4: 8,565 shares; 2025Q1: 8,811 shares; 2025Q2: 14,861 shares; 2025Q3: 17,192 shares; 2025Q4: 20,497 shares; 2026Q1: 20,539 shares; 2026Q2: 17,898 shares 17,898 $1.28M 0.03% -2,641 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,216 shares; 2024Q4: 1,244 shares; 2025Q1: 1,218 shares; 2025Q2: 1,290 shares; 2025Q3: 1,262 shares; 2025Q4: 1,266 shares; 2026Q1: 1,688 shares; 2026Q2: 1,709 shares 1,709 $1.23M 0.03% +21 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: 5,167 shares; 2024Q4: 5,520 shares; 2025Q1: 5,859 shares; 2025Q2: 7,670 shares; 2025Q3: 7,906 shares; 2025Q4: 8,106 shares; 2026Q1: 8,606 shares; 2026Q2: 8,700 shares 8,700 $1.22M 0.03% +94 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256,623 shares; 2025Q4: 258,287 shares; 2026Q1: 108,903 shares; 2026Q2: 108,703 shares 108,703 $1.21M 0.03% -200 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: 1,564 shares; 2024Q4: 1,611 shares; 2025Q1: 1,494 shares; 2025Q2: 1,886 shares; 2025Q3: 1,905 shares; 2025Q4: 1,786 shares; 2026Q1: 2,336 shares; 2026Q2: 2,506 shares 2,506 $1.2M 0.03% +170 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: 11,854 shares; 2024Q4: 12,068 shares; 2025Q1: 12,777 shares; 2025Q2: 14,585 shares; 2025Q3: 14,969 shares; 2025Q4: 14,868 shares; 2026Q1: 13,805 shares; 2026Q2: 14,325 shares 14,325 $1.18M 0.03% +520 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,409 shares; 2025Q1: 3,681 shares; 2025Q2: 3,904 shares; 2025Q3: 3,407 shares; 2025Q4: 3,377 shares; 2026Q1: 2,823 shares; 2026Q2: 3,322 shares 3,322 $1.18M 0.03% +499 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: 3,387 shares; 2024Q4: 3,897 shares; 2025Q1: 3,972 shares; 2025Q2: 5,082 shares; 2025Q3: 5,251 shares; 2025Q4: 5,209 shares; 2026Q1: 5,348 shares; 2026Q2: 5,628 shares 5,628 $1.18M 0.03% +280 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: 8,803 shares; 2024Q4: 8,377 shares; 2025Q1: 7,858 shares; 2025Q2: 9,051 shares; 2025Q3: 7,784 shares; 2025Q4: 7,297 shares; 2026Q1: 6,921 shares; 2026Q2: 6,502 shares 6,502 $1.15M 0.03% -419 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: 2,037 shares; 2024Q4: 2,364 shares; 2025Q1: 2,380 shares; 2025Q2: 2,952 shares; 2025Q3: 3,035 shares; 2025Q4: 3,083 shares; 2026Q1: 3,062 shares; 2026Q2: 3,318 shares 3,318 $1.12M 0.03% +256 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: 14,449 shares; 2024Q4: 14,702 shares; 2025Q1: 15,104 shares; 2025Q2: 14,655 shares; 2025Q3: 14,605 shares; 2025Q4: 14,027 shares; 2026Q1: 14,725 shares; 2026Q2: 15,039 shares 15,039 $1.1M 0.03% +314 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 499 shares; 2026Q2: 474 shares 474 $1.08M 0.03% -25 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,977 shares; 2024Q4: 2,215 shares; 2025Q1: 2,465 shares; 2025Q2: 2,232 shares; 2025Q3: 2,406 shares; 2025Q4: 2,333 shares; 2026Q1: 2,615 shares; 2026Q2: 2,643 shares 2,643 $1.05M 0.02% +28 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: 2,706 shares; 2024Q4: 2,372 shares; 2025Q1: 2,334 shares; 2025Q2: 2,190 shares; 2025Q3: 2,183 shares; 2025Q4: 1,803 shares; 2026Q1: 2,027 shares; 2026Q2: 1,972 shares 1,972 $1.02M 0.02% -55 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: 3,911 shares; 2024Q4: 4,146 shares; 2025Q1: 4,441 shares; 2025Q2: 5,195 shares; 2025Q3: 5,009 shares; 2025Q4: 5,143 shares; 2026Q1: 5,130 shares; 2026Q2: 5,649 shares 5,649 $1.02M 0.02% +519 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 2,907 shares; 2025Q1: 9,536 shares; 2025Q2: 8,875 shares; 2025Q3: 8,707 shares; 2025Q4: 8,874 shares; 2026Q1: 6,314 shares; 2026Q2: 6,238 shares 6,238 $1.02M 0.02% -76 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390,332 shares; 2024Q4: 1,420,926 shares; 2025Q1: 1,469,947 shares; 2025Q2: 1,493,865 shares; 2025Q3: 1,556,430 shares; 2025Q4: 1,197,667 shares; 2026Q1: 28,181 shares; 2026Q2: 18,825 shares 18,825 $987K 0.02% -9,356 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: 2,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,095 shares; 2026Q2: 3,243 shares 3,243 $966K 0.02% +148 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,112 shares; 2024Q4: 1,169 shares; 2025Q1: 1,314 shares; 2025Q2: 1,677 shares; 2025Q3: 1,741 shares; 2025Q4: 1,611 shares; 2026Q1: 2,017 shares; 2026Q2: 2,251 shares 2,251 $959K 0.02% +234 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: 10,028 shares; 2024Q4: 9,601 shares; 2025Q1: 9,589 shares; 2025Q2: 10,365 shares; 2025Q3: 10,625 shares; 2025Q4: 10,740 shares; 2026Q1: 11,050 shares; 2026Q2: 10,798 shares 10,798 $948K 0.02% -252 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: 11,736 shares; 2024Q4: 11,231 shares; 2025Q1: 11,389 shares; 2025Q2: 10,383 shares; 2025Q3: 9,957 shares; 2025Q4: 9,178 shares; 2026Q1: 9,301 shares; 2026Q2: 9,694 shares 9,694 $933K 0.02% +393 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: 802 shares; 2024Q4: 869 shares; 2025Q1: 1,174 shares; 2025Q2: 1,104 shares; 2025Q3: 1,145 shares; 2025Q4: 1,159 shares; 2026Q1: 1,241 shares; 2026Q2: 1,199 shares 1,199 $915K 0.02% -42 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,938 shares; 2026Q2: 14,500 shares 14,500 $893K 0.02% -438 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: 43,149 shares; 2024Q4: 44,438 shares; 2025Q1: 45,825 shares; 2025Q2: 48,579 shares; 2025Q3: 48,783 shares; 2025Q4: 47,496 shares; 2026Q1: 46,375 shares; 2026Q2: 42,667 shares 42,667 $883K 0.02% -3,708 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: 4,219 shares; 2024Q4: 4,240 shares; 2025Q1: 4,081 shares; 2025Q2: 3,176 shares; 2025Q3: 3,289 shares; 2025Q4: 3,010 shares; 2026Q1: 3,154 shares; 2026Q2: 3,187 shares 3,187 $867K 0.02% +33 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: 1,924 shares; 2024Q4: 1,811 shares; 2025Q1: 2,216 shares; 2025Q2: 2,125 shares; 2025Q3: 2,119 shares; 2025Q4: 2,123 shares; 2026Q1: 2,300 shares; 2026Q2: 2,323 shares 2,323 $841K 0.02% +23 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 712 shares; 2025Q1: 716 shares; 2025Q2: 717 shares; 2025Q3: 713 shares; 2025Q4: 717 shares; 2026Q1: 707 shares; 2026Q2: 704 shares 704 $841K 0.02% -3 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: 10,361 shares; 2024Q4: 9,079 shares; 2025Q1: 10,213 shares; 2025Q2: 10,222 shares; 2025Q3: 8,651 shares; 2025Q4: 8,777 shares; 2026Q1: 8,661 shares; 2026Q2: 8,223 shares 8,223 $840K 0.02% -438 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: 4,711 shares; 2024Q4: 4,081 shares; 2025Q1: 3,725 shares; 2025Q2: 4,465 shares; 2025Q3: 4,225 shares; 2025Q4: 4,167 shares; 2026Q1: 4,205 shares; 2026Q2: 4,171 shares 4,171 $837K 0.02% -34 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,764 shares; 2025Q2: 7,823 shares; 2025Q3: 7,673 shares; 2025Q4: 7,397 shares; 2026Q1: 7,107 shares; 2026Q2: 7,890 shares 7,890 $816K 0.02% +783 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,560 shares; 2024Q4: 8,745 shares; 2025Q1: 5,743 shares; 2025Q2: 4,901 shares; 2025Q3: 4,426 shares; 2025Q4: 8,704 shares; 2026Q1: 8,684 shares; 2026Q2: 8,721 shares 8,721 $809K 0.02% +37 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,267 shares; 2024Q4: 14,421 shares; 2025Q1: 12,465 shares; 2025Q2: 13,410 shares; 2025Q3: 12,986 shares; 2025Q4: 9,045 shares; 2026Q1: 10,709 shares; 2026Q2: 10,321 shares 10,321 $790K 0.02% -388 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: 2,058 shares; 2024Q4: 2,358 shares; 2025Q1: 2,616 shares; 2025Q2: 2,631 shares; 2025Q3: 2,410 shares; 2025Q4: 2,924 shares; 2026Q1: 3,141 shares; 2026Q2: 2,921 shares 2,921 $789K 0.02% -220 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: 566 shares; 2025Q1: 642 shares; 2025Q2: 653 shares; 2025Q3: 504 shares; 2025Q4: 444 shares; 2026Q1: 448 shares; 2026Q2: 396 shares 396 $787K 0.02% -52 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares; 2026Q2: 806 shares 806 $778K 0.02% +61 Timeline NTSX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,222 shares; 2026Q2: 13,119 shares 13,119 $775K 0.02% -103 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: 892 shares; 2024Q4: 1,171 shares; 2025Q1: 1,292 shares; 2025Q2: 1,464 shares; 2025Q3: 1,421 shares; 2025Q4: 1,271 shares; 2026Q1: 1,278 shares; 2026Q2: 1,216 shares 1,216 $772K 0.02% -62 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,791 shares; 2024Q4: 55,291 shares; 2025Q1: 45,012 shares; 2025Q2: 45,412 shares; 2025Q3: 45,409 shares; 2025Q4: 45,362 shares; 2026Q1: 46,775 shares; 2026Q2: 45,403 shares 45,403 $770K 0.02% -1,372 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,486 shares; 2026Q1: 8,336 shares; 2026Q2: 8,453 shares 8,453 $765K 0.02% +117 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 1,765 shares; 2025Q1: 1,735 shares; 2025Q2: 1,803 shares; 2025Q3: 1,820 shares; 2025Q4: 1,866 shares; 2026Q1: 1,998 shares; 2026Q2: 2,043 shares 2,043 $757K 0.02% +45 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,965 shares; 2025Q1: 5,261 shares; 2025Q2: 3,998 shares; 2025Q3: 4,203 shares; 2025Q4: 4,055 shares; 2026Q1: 4,281 shares; 2026Q2: 4,393 shares 4,393 $746K 0.02% +112 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,698 shares; 2026Q2: 12,852 shares 12,852 $730K 0.02% +4,154 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,104 shares; 2024Q4: 1,163 shares; 2025Q1: 1,210 shares; 2025Q2: 1,201 shares; 2025Q3: 1,403 shares; 2025Q4: 1,400 shares; 2026Q1: 1,397 shares; 2026Q2: 1,472 shares 1,472 $723K 0.02% +75 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: 7,122 shares; 2024Q4: 6,242 shares; 2025Q1: 5,650 shares; 2025Q2: 4,131 shares; 2025Q3: 5,008 shares; 2025Q4: 5,900 shares; 2026Q1: 6,911 shares; 2026Q2: 5,268 shares 5,268 $713K 0.02% -1,643 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,572 shares; 2026Q2: 1,651 shares 1,651 $712K 0.02% +79 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,918 shares; 2025Q4: 5,918 shares; 2026Q1: 10,364 shares; 2026Q2: 13,919 shares 13,919 $703K 0.02% +3,555 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: 20,543 shares; 2024Q4: 13,163 shares; 2025Q1: 10,194 shares; 2025Q2: 9,263 shares; 2025Q3: 8,614 shares; 2025Q4: 8,709 shares; 2026Q1: 9,555 shares; 2026Q2: 9,287 shares 9,287 $690K 0.02% -268 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: 739 shares; 2025Q1: 674 shares; 2025Q2: 731 shares; 2025Q3: 759 shares; 2025Q4: 720 shares; 2026Q1: 702 shares; 2026Q2: 715 shares 715 $688K 0.02% +13 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,522 shares; 2024Q4: 1,619 shares; 2025Q1: 1,643 shares; 2025Q2: 1,791 shares; 2025Q3: 1,634 shares; 2025Q4: 1,679 shares; 2026Q1: 1,609 shares; 2026Q2: 1,704 shares 1,704 $678K 0.02% +95 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: 3,465 shares; 2024Q4: 3,236 shares; 2025Q1: 3,182 shares; 2025Q2: 3,177 shares; 2025Q3: 2,977 shares; 2025Q4: 2,421 shares; 2026Q1: 2,185 shares; 2026Q2: 2,147 shares 2,147 $676K 0.02% -38 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,556 shares; 2024Q4: 4,925 shares; 2025Q1: 4,655 shares; 2025Q2: 4,321 shares; 2025Q3: 4,076 shares; 2025Q4: 4,040 shares; 2026Q1: 3,974 shares; 2026Q2: 4,290 shares 4,290 $673K 0.02% +316 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: 3,562 shares; 2024Q4: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,715 shares; 2025Q3: 4,499 shares; 2025Q4: 4,465 shares; 2026Q1: 4,026 shares; 2026Q2: 4,211 shares 4,211 $665K 0.02% +185 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 3,131 shares; 2025Q1: 2,786 shares; 2025Q2: 2,756 shares; 2025Q3: 2,676 shares; 2025Q4: 2,590 shares; 2026Q1: 2,611 shares; 2026Q2: 2,698 shares 2,698 $664K 0.02% +87 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,928 shares; 2024Q4: 3,480 shares; 2025Q1: 3,975 shares; 2025Q2: 4,158 shares; 2025Q3: 4,052 shares; 2025Q4: 3,926 shares; 2026Q1: 3,203 shares; 2026Q2: 3,592 shares 3,592 $664K 0.02% +389 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 612 shares; 2024Q4: 606 shares; 2025Q1: 594 shares; 2025Q2: 685 shares; 2025Q3: 673 shares; 2025Q4: 678 shares; 2026Q1: 719 shares; 2026Q2: 676 shares 676 $661K 0.02% -43 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,394 shares; 2024Q4: 7,823 shares; 2025Q1: 10,175 shares; 2025Q2: 10,033 shares; 2025Q3: 10,383 shares; 2025Q4: 10,107 shares; 2026Q1: 10,027 shares; 2026Q2: 9,146 shares 9,146 $660K 0.02% -881 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,181 shares; 2024Q4: 23,524 shares; 2025Q1: 23,090 shares; 2025Q2: 22,203 shares; 2025Q3: 20,758 shares; 2025Q4: 17,801 shares; 2026Q1: 25,821 shares; 2026Q2: 28,950 shares 28,950 $659K 0.02% +3,129 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,608 shares; 2024Q4: 4,825 shares; 2025Q1: 5,137 shares; 2025Q2: 5,072 shares; 2025Q3: 4,780 shares; 2025Q4: 4,129 shares; 2026Q1: 4,658 shares; 2026Q2: 4,190 shares 4,190 $656K 0.02% -468 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: 3,475 shares; 2024Q4: 3,737 shares; 2025Q1: 3,875 shares; 2025Q2: 4,286 shares; 2025Q3: 4,021 shares; 2025Q4: 4,013 shares; 2026Q1: 4,024 shares; 2026Q2: 4,054 shares 4,054 $656K 0.02% +30 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 2,062 shares; 2025Q1: 2,331 shares; 2025Q2: 2,593 shares; 2025Q3: 2,472 shares; 2025Q4: 2,660 shares; 2026Q1: 2,679 shares; 2026Q2: 2,887 shares 2,887 $655K 0.02% +208 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: 3,814 shares; 2024Q4: 3,845 shares; 2025Q1: 3,703 shares; 2025Q2: 3,528 shares; 2025Q3: 3,222 shares; 2025Q4: 2,954 shares; 2026Q1: 2,437 shares; 2026Q2: 2,915 shares 2,915 $653K 0.02% +478 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,637 shares; 2025Q3: 1,662 shares; 2025Q4: 1,768 shares; 2026Q1: 1,813 shares; 2026Q2: 1,926 shares 1,926 $645K 0.02% +113 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: not reported; 2025Q4: not reported; 2026Q1: 6,268 shares; 2026Q2: 5,791 shares 5,791 $639K 0.02% -477 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,031 shares; 2024Q4: 7,772 shares; 2025Q1: 7,552 shares; 2025Q2: 6,494 shares; 2025Q3: 6,329 shares; 2025Q4: 6,982 shares; 2026Q1: 7,487 shares; 2026Q2: 10,577 shares 10,577 $639K 0.02% +3,090 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,404 shares; 2025Q3: 1,406 shares; 2025Q4: 1,425 shares; 2026Q1: 1,426 shares; 2026Q2: 7,131 shares 7,131 $627K 0.01% +5,705 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: 1,530 shares; 2024Q4: 1,403 shares; 2025Q1: 1,204 shares; 2025Q2: 2,309 shares; 2025Q3: 3,111 shares; 2025Q4: 2,805 shares; 2026Q1: 2,862 shares; 2026Q2: 2,889 shares 2,889 $625K 0.01% +27 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,106 shares; 2026Q2: 2,430 shares 2,430 $621K 0.01% +324 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,508 shares 1,508 $618K 0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,877 shares; 2025Q2: 2,145 shares; 2025Q3: 2,049 shares; 2025Q4: 2,034 shares; 2026Q1: 2,126 shares; 2026Q2: 2,277 shares 2,277 $612K 0.01% +151 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,858 shares; 2024Q4: 3,030 shares; 2025Q1: 3,171 shares; 2025Q2: 3,833 shares; 2025Q3: 3,644 shares; 2025Q4: 3,601 shares; 2026Q1: 3,731 shares; 2026Q2: 4,213 shares 4,213 $609K 0.01% +482 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: 962 shares; 2024Q4: 1,099 shares; 2025Q1: 1,097 shares; 2025Q2: 1,271 shares; 2025Q3: 1,351 shares; 2025Q4: 1,406 shares; 2026Q1: 1,470 shares; 2026Q2: 1,936 shares 1,936 $606K 0.01% +466 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,017 shares; 2024Q4: 5,016 shares; 2025Q1: 4,933 shares; 2025Q2: 4,649 shares; 2025Q3: 4,585 shares; 2025Q4: 4,558 shares; 2026Q1: 4,317 shares; 2026Q2: 4,393 shares 4,393 $600K 0.01% +76 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: 4,359 shares; 2024Q4: 8,649 shares; 2025Q1: 12,317 shares; 2025Q2: 9,548 shares; 2025Q3: 7,782 shares; 2025Q4: 7,808 shares; 2026Q1: 10,199 shares; 2026Q2: 10,296 shares 10,296 $593K 0.01% +97 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: 356 shares; 2024Q4: 383 shares; 2025Q1: 399 shares; 2025Q2: 6,165 shares; 2025Q3: 6,308 shares; 2025Q4: 6,016 shares; 2026Q1: 6,112 shares; 2026Q2: 6,426 shares 6,426 $592K 0.01% +314 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: 4,902 shares; 2024Q4: 5,529 shares; 2025Q1: 5,902 shares; 2025Q2: 7,216 shares; 2025Q3: 7,200 shares; 2025Q4: 7,081 shares; 2026Q1: 7,170 shares; 2026Q2: 7,828 shares 7,828 $563K 0.01% +658 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: 5,111 shares; 2024Q4: 5,816 shares; 2025Q1: 7,688 shares; 2025Q2: 9,430 shares; 2025Q3: 8,115 shares; 2025Q4: 8,479 shares; 2026Q1: 7,706 shares; 2026Q2: 6,164 shares 6,164 $559K 0.01% -1,542 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: 5,699 shares; 2024Q4: 5,839 shares; 2025Q1: 6,146 shares; 2025Q2: 6,041 shares; 2025Q3: 5,813 shares; 2025Q4: 5,558 shares; 2026Q1: 6,445 shares; 2026Q2: 7,788 shares 7,788 $558K 0.01% +1,343 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: 2,830 shares; 2024Q4: 3,096 shares; 2025Q1: 3,317 shares; 2025Q2: 3,495 shares; 2025Q3: 3,831 shares; 2025Q4: 4,066 shares; 2026Q1: 3,873 shares; 2026Q2: 4,371 shares 4,371 $553K 0.01% +498 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: 4,961 shares; 2025Q3: 5,304 shares; 2025Q4: 5,446 shares; 2026Q1: 5,659 shares; 2026Q2: 5,769 shares 5,769 $539K 0.01% +110 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,363 shares; 2025Q1: 1,421 shares; 2025Q2: 1,494 shares; 2025Q3: 1,397 shares; 2025Q4: 1,451 shares; 2026Q1: 1,416 shares; 2026Q2: 1,573 shares 1,573 $536K 0.01% +157 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 835 shares 835 $533K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 21,591 shares; 2025Q2: 20,847 shares; 2025Q3: 19,293 shares; 2025Q4: 18,247 shares; 2026Q1: 18,124 shares; 2026Q2: 18,821 shares 18,821 $533K 0.01% +697 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: 2,865 shares; 2024Q4: 2,259 shares; 2025Q1: 3,504 shares; 2025Q2: not reported; 2025Q3: 2,149 shares; 2025Q4: 2,794 shares; 2026Q1: 3,530 shares; 2026Q2: 3,933 shares 3,933 $533K 0.01% +403 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 684 shares; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: 764 shares; 2025Q4: 865 shares; 2026Q1: 895 shares; 2026Q2: 1,022 shares 1,022 $527K 0.01% +127 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 107 shares; 2025Q1: 110 shares; 2025Q2: 130 shares; 2025Q3: 130 shares; 2025Q4: 138 shares; 2026Q1: 112 shares; 2026Q2: 2,953 shares 2,953 $526K 0.01% +2,841 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: 1,330 shares; 2024Q4: 1,298 shares; 2025Q1: 1,294 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares; 2026Q2: 1,331 shares 1,331 $524K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,234 shares; 2026Q1: 7,203 shares; 2026Q2: 8,702 shares 8,702 $523K 0.01% +1,499 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: 3,255 shares; 2024Q4: 2,517 shares; 2025Q1: 2,071 shares; 2025Q2: 1,836 shares; 2025Q3: 1,654 shares; 2025Q4: 1,549 shares; 2026Q1: 1,491 shares; 2026Q2: 1,584 shares 1,584 $523K 0.01% +93 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,079 shares 6,079 $520K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 1,118 shares; 2025Q1: 1,299 shares; 2025Q2: 1,784 shares; 2025Q3: 1,651 shares; 2025Q4: 1,471 shares; 2026Q1: 1,441 shares; 2026Q2: 1,382 shares 1,382 $519K 0.01% -59 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: 2,514 shares; 2024Q4: 2,792 shares; 2025Q1: 2,714 shares; 2025Q2: 2,610 shares; 2025Q3: 2,689 shares; 2025Q4: 2,937 shares; 2026Q1: 3,002 shares; 2026Q2: 2,326 shares 2,326 $513K 0.01% -676 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,686 shares; 2025Q3: 1,719 shares; 2025Q4: 1,539 shares; 2026Q1: 1,586 shares; 2026Q2: 1,382 shares 1,382 $509K 0.01% -204 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: 10,267 shares; 2024Q4: 8,556 shares; 2025Q1: 12,168 shares; 2025Q2: 15,186 shares; 2025Q3: 18,201 shares; 2025Q4: 21,252 shares; 2026Q1: 22,503 shares; 2026Q2: 20,928 shares 20,928 $504K 0.01% -1,575 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: 4,134 shares; 2024Q4: 4,114 shares; 2025Q1: 4,593 shares; 2025Q2: 6,125 shares; 2025Q3: 6,281 shares; 2025Q4: 5,790 shares; 2026Q1: 6,240 shares; 2026Q2: 5,416 shares 5,416 $500K 0.01% -824 Timeline EMOP AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 9,927 shares; 2026Q2: 9,490 shares 9,490 $496K 0.01% -437 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,188 shares; 2026Q1: 6,126 shares; 2026Q2: 8,294 shares 8,294 $495K 0.01% +2,168 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: 1,874 shares; 2024Q4: 2,240 shares; 2025Q1: 2,301 shares; 2025Q2: 2,644 shares; 2025Q3: 2,813 shares; 2025Q4: 2,846 shares; 2026Q1: 2,955 shares; 2026Q2: 3,405 shares 3,405 $487K 0.01% +450 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,138 shares; 2025Q1: 2,483 shares; 2025Q2: 2,840 shares; 2025Q3: 2,400 shares; 2025Q4: not reported; 2026Q1: 2,855 shares; 2026Q2: 3,172 shares 3,172 $487K 0.01% +317 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: 8,473 shares; 2024Q4: 7,831 shares; 2025Q1: 8,297 shares; 2025Q2: 8,533 shares; 2025Q3: 7,493 shares; 2025Q4: 7,574 shares; 2026Q1: 6,825 shares; 2026Q2: 6,175 shares 6,175 $483K 0.01% -650 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: 1,407 shares; 2024Q4: 1,430 shares; 2025Q1: 1,493 shares; 2025Q2: 1,485 shares; 2025Q3: 1,465 shares; 2025Q4: 1,421 shares; 2026Q1: 1,204 shares; 2026Q2: 1,176 shares 1,176 $479K 0.01% -28 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: 3,139 shares; 2024Q4: 3,058 shares; 2025Q1: 5,501 shares; 2025Q2: 5,500 shares; 2025Q3: 5,017 shares; 2025Q4: 3,160 shares; 2026Q1: 5,298 shares; 2026Q2: 5,201 shares 5,201 $477K 0.01% -97 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: 981 shares; 2025Q1: 1,130 shares; 2025Q2: 1,071 shares; 2025Q3: 926 shares; 2025Q4: 914 shares; 2026Q1: 995 shares; 2026Q2: 956 shares 956 $475K 0.01% -39 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,829 shares; 2024Q4: 3,838 shares; 2025Q1: 3,811 shares; 2025Q2: 3,943 shares; 2025Q3: 3,942 shares; 2025Q4: 3,953 shares; 2026Q1: 3,998 shares; 2026Q2: 4,281 shares 4,281 $474K 0.01% +283 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: 1,254 shares; 2024Q4: 992 shares; 2025Q1: 1,245 shares; 2025Q2: 910 shares; 2025Q3: 968 shares; 2025Q4: 1,271 shares; 2026Q1: 1,257 shares; 2026Q2: 938 shares 938 $470K 0.01% -319 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: 2,599 shares; 2024Q4: 2,730 shares; 2025Q1: 2,878 shares; 2025Q2: 2,762 shares; 2025Q3: 2,965 shares; 2025Q4: 2,832 shares; 2026Q1: 3,219 shares; 2026Q2: 3,913 shares 3,913 $460K 0.01% +694 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,897 shares; 2025Q1: 3,082 shares; 2025Q2: 3,193 shares; 2025Q3: 3,203 shares; 2025Q4: 3,202 shares; 2026Q1: 2,976 shares; 2026Q2: 3,348 shares 3,348 $458K 0.01% +372 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: 4,789 shares; 2024Q4: 4,025 shares; 2025Q1: 3,310 shares; 2025Q2: 3,006 shares; 2025Q3: 2,809 shares; 2025Q4: 2,655 shares; 2026Q1: 2,912 shares; 2026Q2: 2,718 shares 2,718 $456K 0.01% -194 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,044 shares; 2025Q2: 1,044 shares; 2025Q3: 984 shares; 2025Q4: 887 shares; 2026Q1: 978 shares; 2026Q2: 5,488 shares 5,488 $453K 0.01% +4,510 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,524 shares; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,832 shares; 2026Q1: 1,774 shares; 2026Q2: 1,741 shares 1,741 $453K 0.01% -33 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328 shares; 2024Q4: 334 shares; 2025Q1: not reported; 2025Q2: 374 shares; 2025Q3: 420 shares; 2025Q4: 400 shares; 2026Q1: 390 shares; 2026Q2: 399 shares 399 $452K 0.01% +9 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: not reported; 2024Q4: 9,261 shares; 2025Q1: 10,355 shares; 2025Q2: 12,408 shares; 2025Q3: 10,966 shares; 2025Q4: 11,997 shares; 2026Q1: 12,558 shares; 2026Q2: 14,098 shares 14,098 $451K 0.01% +1,540 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,421 shares; 2026Q2: 3,672 shares 3,672 $446K 0.01% -749 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,980 shares; 2024Q4: 3,758 shares; 2025Q1: 3,626 shares; 2025Q2: 3,376 shares; 2025Q3: 3,763 shares; 2025Q4: 2,596 shares; 2026Q1: 2,630 shares; 2026Q2: 2,673 shares 2,673 $445K 0.01% +43 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: 7,670 shares; 2024Q4: 7,572 shares; 2025Q1: 7,611 shares; 2025Q2: 7,795 shares; 2025Q3: 6,671 shares; 2025Q4: 6,221 shares; 2026Q1: 6,292 shares; 2026Q2: 6,518 shares 6,518 $445K 0.01% +226 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,106 shares; 2024Q4: 2,035 shares; 2025Q1: 1,906 shares; 2025Q2: 1,957 shares; 2025Q3: 1,884 shares; 2025Q4: 1,925 shares; 2026Q1: 2,007 shares; 2026Q2: 2,083 shares 2,083 $443K 0.01% +76 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: 4,474 shares; 2024Q4: 3,819 shares; 2025Q1: 3,331 shares; 2025Q2: 3,188 shares; 2025Q3: 3,037 shares; 2025Q4: 2,370 shares; 2026Q1: 2,065 shares; 2026Q2: 1,952 shares 1,952 $435K 0.01% -113 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,222 shares; 2025Q1: 1,288 shares; 2025Q2: 1,293 shares; 2025Q3: 1,358 shares; 2025Q4: 1,374 shares; 2026Q1: 1,387 shares; 2026Q2: 1,369 shares 1,369 $435K 0.01% -18 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: 8,866 shares; 2024Q4: 4,647 shares; 2025Q1: 5,087 shares; 2025Q2: 5,032 shares; 2025Q3: 4,944 shares; 2025Q4: 2,564 shares; 2026Q1: 2,565 shares; 2026Q2: 1,980 shares 1,980 $434K 0.01% -585 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,711 shares; 2024Q4: 1,806 shares; 2025Q1: 1,917 shares; 2025Q2: 1,799 shares; 2025Q3: 1,806 shares; 2025Q4: 1,797 shares; 2026Q1: 1,878 shares; 2026Q2: 1,929 shares 1,929 $431K 0.01% +51 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: 9,584 shares; 2024Q4: 8,985 shares; 2025Q1: 9,415 shares; 2025Q2: 9,580 shares; 2025Q3: 8,914 shares; 2025Q4: 9,091 shares; 2026Q1: 7,996 shares; 2026Q2: 8,989 shares 8,989 $431K 0.01% +993 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,079 shares; 2026Q2: 5,915 shares 5,915 $430K 0.01% -164 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,255 shares; 2026Q2: 4,632 shares 4,632 $427K 0.01% +2,377 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: 3,460 shares; 2024Q4: 3,538 shares; 2025Q1: 3,678 shares; 2025Q2: 3,960 shares; 2025Q3: 4,232 shares; 2025Q4: 4,012 shares; 2026Q1: 3,988 shares; 2026Q2: 4,455 shares 4,455 $426K 0.01% +467 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: 1,918 shares 1,918 $424K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,545 shares; 2024Q4: 1,600 shares; 2025Q1: 1,543 shares; 2025Q2: 1,694 shares; 2025Q3: 2,064 shares; 2025Q4: 1,922 shares; 2026Q1: 1,649 shares; 2026Q2: 1,820 shares 1,820 $418K 0.01% +171 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares; 2026Q1: 5,627 shares; 2026Q2: 4,363 shares 4,363 $416K 0.01% -1,264 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: 7,423 shares; 2024Q4: 6,351 shares; 2025Q1: 5,909 shares; 2025Q2: 5,094 shares; 2025Q3: 5,370 shares; 2025Q4: 5,146 shares; 2026Q1: 5,208 shares; 2026Q2: 5,345 shares 5,345 $412K 0.01% +137 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: 1,839 shares 1,839 $412K 0.01% new Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,206 shares; 2026Q1: 7,125 shares; 2026Q2: 7,997 shares 7,997 $402K 0.01% +872 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,257 shares; 2025Q3: 3,544 shares; 2025Q4: 3,569 shares; 2026Q1: 3,759 shares; 2026Q2: 4,005 shares 4,005 $402K 0.01% +246 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: 29,570 shares; 2024Q4: 25,304 shares; 2025Q1: 18,909 shares; 2025Q2: 20,471 shares; 2025Q3: 17,749 shares; 2025Q4: 16,083 shares; 2026Q1: 19,316 shares; 2026Q2: 16,142 shares 16,142 $396K 0.01% -3,174 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,567 shares; 2025Q1: not reported; 2025Q2: 7,000 shares; 2025Q3: 7,216 shares; 2025Q4: 7,355 shares; 2026Q1: 7,832 shares; 2026Q2: 8,329 shares 8,329 $396K 0.01% +497 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: 11,172 shares; 2024Q4: 9,834 shares; 2025Q1: 8,271 shares; 2025Q2: 7,819 shares; 2025Q3: 8,349 shares; 2025Q4: 8,010 shares; 2026Q1: 7,484 shares; 2026Q2: 6,274 shares 6,274 $395K 0.01% -1,210 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: 1,512 shares; 2024Q4: 1,584 shares; 2025Q1: 1,801 shares; 2025Q2: 1,935 shares; 2025Q3: 1,918 shares; 2025Q4: 1,979 shares; 2026Q1: 1,991 shares; 2026Q2: 1,795 shares 1,795 $392K 0.01% -196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: 409 shares; 2026Q2: 3,263 shares 3,263 $390K 0.01% +2,854 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: 860 shares; 2024Q4: 755 shares; 2025Q1: 865 shares; 2025Q2: 1,057 shares; 2025Q3: 1,053 shares; 2025Q4: 1,036 shares; 2026Q1: 1,043 shares; 2026Q2: 995 shares 995 $388K 0.01% -48 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,338 shares; 2025Q4: 1,230 shares; 2026Q1: 1,312 shares; 2026Q2: 1,570 shares 1,570 $385K 0.01% +258 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,001 shares; 2025Q1: 886 shares; 2025Q2: 1,054 shares; 2025Q3: 940 shares; 2025Q4: 953 shares; 2026Q1: 1,107 shares; 2026Q2: 1,206 shares 1,206 $384K 0.01% +99 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: 4,684 shares; 2024Q4: 6,100 shares; 2025Q1: 6,985 shares; 2025Q2: 4,689 shares; 2025Q3: 5,207 shares; 2025Q4: 5,517 shares; 2026Q1: 4,840 shares; 2026Q2: 5,030 shares 5,030 $380K 0.01% +190 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 756 shares; 2024Q4: 786 shares; 2025Q1: 725 shares; 2025Q2: 732 shares; 2025Q3: 925 shares; 2025Q4: 897 shares; 2026Q1: 875 shares; 2026Q2: 913 shares 913 $379K 0.01% +38 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,727 shares; 2024Q4: 8,592 shares; 2025Q1: 8,592 shares; 2025Q2: 8,673 shares; 2025Q3: 8,558 shares; 2025Q4: 8,019 shares; 2026Q1: 6,740 shares; 2026Q2: 7,068 shares 7,068 $376K 0.01% +328 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,672 shares; 2025Q2: 12,084 shares; 2025Q3: 14,613 shares; 2025Q4: 19,161 shares; 2026Q1: 16,179 shares; 2026Q2: 14,081 shares 14,081 $375K 0.01% -2,098 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: 3,750 shares; 2024Q4: 9,902 shares; 2025Q1: 3,496 shares; 2025Q2: 7,268 shares; 2025Q3: 7,416 shares; 2025Q4: 7,714 shares; 2026Q1: 5,176 shares; 2026Q2: 4,771 shares 4,771 $370K 0.01% -405 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: 6,751 shares; 2024Q4: 6,528 shares; 2025Q1: 6,737 shares; 2025Q2: 6,198 shares; 2025Q3: 6,287 shares; 2025Q4: 6,540 shares; 2026Q1: 7,109 shares; 2026Q2: 7,317 shares 7,317 $365K 0.01% +208 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,672 shares; 2024Q4: 1,763 shares; 2025Q1: 1,723 shares; 2025Q2: 1,771 shares; 2025Q3: 1,773 shares; 2025Q4: 1,747 shares; 2026Q1: 1,688 shares; 2026Q2: 1,642 shares 1,642 $363K 0.01% -46 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,217 shares; 2025Q3: 2,261 shares; 2025Q4: 2,288 shares; 2026Q1: 2,518 shares; 2026Q2: 2,464 shares 2,464 $360K 0.01% -54 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,288 shares; 2024Q4: 3,314 shares; 2025Q1: 2,625 shares; 2025Q2: 2,757 shares; 2025Q3: 2,607 shares; 2025Q4: 2,477 shares; 2026Q1: 2,783 shares; 2026Q2: 3,036 shares 3,036 $359K 0.01% +253 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,135 shares; 2024Q4: 24,684 shares; 2025Q1: 12,394 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,507 shares 3,507 $359K 0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 846 shares; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 1,002 shares; 2025Q4: 1,033 shares; 2026Q1: 1,013 shares; 2026Q2: 1,084 shares 1,084 $358K 0.01% +71 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: 1,521 shares; 2024Q4: 1,297 shares; 2025Q1: 995 shares; 2025Q2: 909 shares; 2025Q3: 903 shares; 2025Q4: 1,107 shares; 2026Q1: 1,162 shares; 2026Q2: 1,221 shares 1,221 $358K 0.01% +59 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 456 shares; 2026Q1: 501 shares; 2026Q2: 501 shares 501 $358K 0.01% 0 Timeline JNK 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: 63,970 shares; 2024Q4: 64,340 shares; 2025Q1: 63,425 shares; 2025Q2: 64,692 shares; 2025Q3: 64,781 shares; 2025Q4: 4,282 shares; 2026Q1: 3,684 shares; 2026Q2: 3,673 shares 3,673 $354K 0.01% -11 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: 1,292 shares; 2025Q1: 1,290 shares; 2025Q2: 1,370 shares; 2025Q3: 1,355 shares; 2025Q4: 1,312 shares; 2026Q1: 1,496 shares; 2026Q2: 1,483 shares 1,483 $353K 0.01% -13 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,611 shares; 2024Q4: 6,464 shares; 2025Q1: 5,622 shares; 2025Q2: 5,248 shares; 2025Q3: 5,093 shares; 2025Q4: 4,344 shares; 2026Q1: 3,949 shares; 2026Q2: 4,167 shares 4,167 $353K 0.01% +218 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,619 shares; 2024Q4: 3,898 shares; 2025Q1: 3,965 shares; 2025Q2: 3,916 shares; 2025Q3: 2,723 shares; 2025Q4: 2,473 shares; 2026Q1: 2,147 shares; 2026Q2: 1,861 shares 1,861 $351K 0.01% -286 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 368 shares; 2025Q1: 403 shares; 2025Q2: 468 shares; 2025Q3: 477 shares; 2025Q4: 478 shares; 2026Q1: 485 shares; 2026Q2: 463 shares 463 $350K 0.01% -22 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,711 shares; 2025Q2: 4,006 shares; 2025Q3: 4,008 shares; 2025Q4: 3,669 shares; 2026Q1: 4,223 shares; 2026Q2: 4,101 shares 4,101 $347K 0.01% -122 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: 3,379 shares; 2024Q4: 2,675 shares; 2025Q1: 2,482 shares; 2025Q2: 2,520 shares; 2025Q3: 2,048 shares; 2025Q4: 1,578 shares; 2026Q1: 1,862 shares; 2026Q2: 2,084 shares 2,084 $341K 0.01% +222 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,243 shares; 2025Q4: 2,152 shares; 2026Q1: 2,417 shares; 2026Q2: 2,505 shares 2,505 $341K 0.01% +88 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 2,615 shares; 2025Q1: 2,830 shares; 2025Q2: 2,847 shares; 2025Q3: 2,766 shares; 2025Q4: 2,807 shares; 2026Q1: 2,793 shares; 2026Q2: 2,904 shares 2,904 $340K 0.01% +111 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,194 shares; 2024Q4: 4,180 shares; 2025Q1: 4,232 shares; 2025Q2: 4,095 shares; 2025Q3: 3,571 shares; 2025Q4: 3,551 shares; 2026Q1: 3,950 shares; 2026Q2: 3,910 shares 3,910 $340K 0.01% -40 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: 7,429 shares; 2024Q4: 7,384 shares; 2025Q1: 7,392 shares; 2025Q2: 7,181 shares; 2025Q3: 7,279 shares; 2025Q4: 6,886 shares; 2026Q1: 6,296 shares; 2026Q2: 6,071 shares 6,071 $337K 0.01% -225 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES 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: 2,015 shares; 2025Q4: 4,430 shares; 2026Q1: not reported; 2026Q2: 4,150 shares 4,150 $336K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 780 shares; 2024Q4: 864 shares; 2025Q1: 765 shares; 2025Q2: 782 shares; 2025Q3: 761 shares; 2025Q4: 3,698 shares; 2026Q1: 3,623 shares; 2026Q2: 3,384 shares 3,384 $336K 0.01% -239 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 618 shares; 2025Q1: 595 shares; 2025Q2: 684 shares; 2025Q3: 685 shares; 2025Q4: 687 shares; 2026Q1: 692 shares; 2026Q2: 740 shares 740 $335K 0.01% +48 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 905 shares; 2026Q2: 948 shares 948 $332K 0.01% +43 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,483 shares; 2025Q1: 4,652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares; 2026Q1: 4,650 shares; 2026Q2: 7,441 shares 7,441 $329K 0.01% +2,791 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: 1,440 shares; 2024Q4: 1,433 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 1,345 shares; 2025Q4: 1,498 shares; 2026Q1: 1,545 shares; 2026Q2: 1,545 shares 1,545 $329K 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: 4,581 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,802 shares 5,802 $325K 0.01% new 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: 1,060 shares; 2024Q4: 1,149 shares; 2025Q1: 1,178 shares; 2025Q2: 1,264 shares; 2025Q3: 1,278 shares; 2025Q4: 1,271 shares; 2026Q1: 1,270 shares; 2026Q2: 1,365 shares 1,365 $325K 0.01% +95 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,305 shares; 2026Q2: 5,381 shares 5,381 $324K 0.01% +76 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,418 shares; 2025Q4: 1,436 shares; 2026Q1: 1,336 shares; 2026Q2: 1,112 shares 1,112 $323K 0.01% -224 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242 shares; 2024Q4: 269 shares; 2025Q1: 263 shares; 2025Q2: 325 shares; 2025Q3: 287 shares; 2025Q4: not reported; 2026Q1: 279 shares; 2026Q2: 310 shares 310 $323K 0.01% +31 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: 1,041 shares; 2024Q4: 1,142 shares; 2025Q1: 1,278 shares; 2025Q2: 1,022 shares; 2025Q3: 1,096 shares; 2025Q4: 1,045 shares; 2026Q1: 1,197 shares; 2026Q2: 1,190 shares 1,190 $322K 0.01% -7 Timeline VNQ 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: 5,488 shares; 2024Q4: 5,859 shares; 2025Q1: 4,656 shares; 2025Q2: 4,054 shares; 2025Q3: 3,730 shares; 2025Q4: 4,271 shares; 2026Q1: 3,594 shares; 2026Q2: 3,335 shares 3,335 $322K 0.01% -259 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: 2,045 shares; 2024Q4: 2,027 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,228 shares; 2026Q2: 2,439 shares 2,439 $319K 0.01% +211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,228 shares; 2026Q1: 1,378 shares; 2026Q2: 1,311 shares 1,311 $318K 0.01% -67 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,029 shares; 2025Q3: 2,031 shares; 2025Q4: 1,832 shares; 2026Q1: 1,833 shares; 2026Q2: 1,566 shares 1,566 $316K 0.01% -267 Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,883 shares 5,883 $315K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 827 shares; 2025Q4: 864 shares; 2026Q1: 927 shares; 2026Q2: 1,001 shares 1,001 $315K 0.01% +74 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,472 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,482 shares; 2026Q2: 2,926 shares 2,926 $315K 0.01% +444 Timeline VONG 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: 2,037 shares; 2025Q1: not reported; 2025Q2: 2,444 shares; 2025Q3: 2,444 shares; 2025Q4: 2,444 shares; 2026Q1: 2,582 shares; 2026Q2: 2,444 shares 2,444 $312K 0.01% -138 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: 1,034 shares; 2024Q4: 1,044 shares; 2025Q1: 965 shares; 2025Q2: 903 shares; 2025Q3: 853 shares; 2025Q4: 810 shares; 2026Q1: 625 shares; 2026Q2: 613 shares 613 $312K 0.01% -12 Timeline BIV 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: 6,116 shares; 2024Q4: 4,808 shares; 2025Q1: 4,205 shares; 2025Q2: 4,367 shares; 2025Q3: 3,884 shares; 2025Q4: 3,983 shares; 2026Q1: 3,951 shares; 2026Q2: 4,070 shares 4,070 $312K 0.01% +119 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,448 shares; 2025Q4: 2,558 shares; 2026Q1: 2,645 shares; 2026Q2: 2,792 shares 2,792 $312K 0.01% +147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,265 shares; 2026Q1: 11,265 shares; 2026Q2: 11,243 shares 11,243 $311K 0.01% -22 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 1,659 shares; 2025Q4: 1,688 shares; 2026Q1: 1,744 shares; 2026Q2: 1,911 shares 1,911 $311K 0.01% +167 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,531 shares; 2025Q4: 1,329 shares; 2026Q1: 1,439 shares; 2026Q2: 1,427 shares 1,427 $309K 0.01% -12 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,072 shares; 2025Q2: 6,578 shares; 2025Q3: 6,640 shares; 2025Q4: 6,014 shares; 2026Q1: 6,222 shares; 2026Q2: 6,360 shares 6,360 $305K 0.01% +138 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: 939 shares; 2024Q4: 940 shares; 2025Q1: 1,137 shares; 2025Q2: 1,040 shares; 2025Q3: 1,066 shares; 2025Q4: 1,064 shares; 2026Q1: 1,144 shares; 2026Q2: 1,093 shares 1,093 $305K 0.01% -51 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 20,322 shares 20,322 $303K 0.01% new 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: 3,432 shares; 2024Q4: 10,472 shares; 2025Q1: 10,296 shares; 2025Q2: 10,296 shares; 2025Q3: 10,296 shares; 2025Q4: 10,296 shares; 2026Q1: 10,296 shares; 2026Q2: 10,296 shares 10,296 $303K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,082 shares; 2024Q4: 1,091 shares; 2025Q1: 1,280 shares; 2025Q2: 1,219 shares; 2025Q3: 1,298 shares; 2025Q4: 1,026 shares; 2026Q1: 976 shares; 2026Q2: 874 shares 874 $301K 0.01% -102 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares; 2026Q2: 1,901 shares 1,901 $298K 0.01% +318 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,719 shares 1,719 $294K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,743 shares; 2026Q1: not reported; 2026Q2: 3,026 shares 3,026 $291K 0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,134 shares; 2025Q4: 1,190 shares; 2026Q1: 1,212 shares; 2026Q2: 1,220 shares 1,220 $289K 0.01% +8 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: 2,512 shares; 2024Q4: 1,752 shares; 2025Q1: 1,247 shares; 2025Q2: 1,079 shares; 2025Q3: 1,013 shares; 2025Q4: 949 shares; 2026Q1: 995 shares; 2026Q2: 978 shares 978 $288K 0.01% -17 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,816 shares; 2025Q1: 1,827 shares; 2025Q2: 2,029 shares; 2025Q3: 1,976 shares; 2025Q4: 1,702 shares; 2026Q1: 1,783 shares; 2026Q2: 1,682 shares 1,682 $286K 0.01% -101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,184 shares; 2025Q3: 9,437 shares; 2025Q4: 7,831 shares; 2026Q1: 7,369 shares; 2026Q2: 9,013 shares 9,013 $286K 0.01% +1,644 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 5,689 shares; 2025Q1: 4,678 shares; 2025Q2: 5,103 shares; 2025Q3: 5,145 shares; 2025Q4: 4,700 shares; 2026Q1: 4,131 shares; 2026Q2: 3,608 shares 3,608 $284K 0.01% -523 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,478 shares; 2024Q4: 3,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,078 shares; 2025Q4: 3,163 shares; 2026Q1: 2,167 shares; 2026Q2: 2,089 shares 2,089 $282K 0.01% -78 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321 shares; 2024Q4: 301 shares; 2025Q1: 335 shares; 2025Q2: 318 shares; 2025Q3: 301 shares; 2025Q4: 290 shares; 2026Q1: 220 shares; 2026Q2: 166 shares 166 $282K 0.01% -54 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82 shares; 2024Q4: 81 shares; 2025Q1: 85 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 91 shares; 2026Q1: 92 shares; 2026Q2: 88 shares 88 $281K 0.01% -4 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,544 shares; 2025Q2: 18,764 shares; 2025Q3: 20,783 shares; 2025Q4: 23,274 shares; 2026Q1: 20,878 shares; 2026Q2: 20,241 shares 20,241 $281K 0.01% -637 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,094 shares; 2025Q2: 10,327 shares; 2025Q3: 10,318 shares; 2025Q4: not reported; 2026Q1: 8,365 shares; 2026Q2: 9,315 shares 9,315 $280K 0.01% +950 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,968 shares 2,968 $278K 0.01% new 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: 11,718 shares; 2024Q4: 11,511 shares; 2025Q1: 12,113 shares; 2025Q2: 8,072 shares; 2025Q3: 8,566 shares; 2025Q4: 8,328 shares; 2026Q1: 6,467 shares; 2026Q2: 6,751 shares 6,751 $277K 0.01% +284 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,548 shares 5,548 $277K 0.01% new Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,659 shares 5,659 $276K 0.01% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 994 shares; 2024Q4: 784 shares; 2025Q1: 735 shares; 2025Q2: 746 shares; 2025Q3: 808 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,534 shares 1,534 $275K 0.01% new Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,539 shares; 2025Q4: 3,172 shares; 2026Q1: 3,271 shares; 2026Q2: 3,337 shares 3,337 $275K 0.01% +66 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,295 shares; 2025Q4: 2,167 shares; 2026Q1: 2,309 shares; 2026Q2: 2,385 shares 2,385 $274K 0.01% +76 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,579 shares; 2025Q1: 1,766 shares; 2025Q2: 1,779 shares; 2025Q3: 1,778 shares; 2025Q4: 1,819 shares; 2026Q1: 1,722 shares; 2026Q2: 1,074 shares 1,074 $273K 0.01% -648 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,980 shares 10,980 $273K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG 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: 1,046 shares 1,046 $272K 0.01% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V 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: 959 shares 959 $269K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,307 shares; 2024Q4: 19,879 shares; 2025Q1: 17,881 shares; 2025Q2: 2,938 shares; 2025Q3: 2,234 shares; 2025Q4: 2,514 shares; 2026Q1: 2,369 shares; 2026Q2: 1,693 shares 1,693 $269K 0.01% -676 Timeline SHM 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: 13,205 shares; 2024Q4: 11,340 shares; 2025Q1: 8,500 shares; 2025Q2: 8,439 shares; 2025Q3: 8,080 shares; 2025Q4: 6,423 shares; 2026Q1: 6,075 shares; 2026Q2: 5,581 shares 5,581 $268K 0.01% -494 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: 890 shares; 2024Q4: 1,170 shares; 2025Q1: 1,129 shares; 2025Q2: 1,149 shares; 2025Q3: 1,380 shares; 2025Q4: 1,203 shares; 2026Q1: 1,126 shares; 2026Q2: 1,069 shares 1,069 $265K 0.01% -57 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,790 shares 2,790 $265K 0.01% new 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: not reported; 2024Q4: 2,360 shares; 2025Q1: 2,022 shares; 2025Q2: 2,109 shares; 2025Q3: 1,789 shares; 2025Q4: 1,953 shares; 2026Q1: 1,946 shares; 2026Q2: 1,614 shares 1,614 $265K 0.01% -332 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,158 shares 3,158 $263K 0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,555 shares; 2025Q1: 1,904 shares; 2025Q2: 1,875 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,708 shares; 2026Q2: 1,826 shares 1,826 $261K 0.01% +118 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184 shares; 2026Q2: 189 shares 189 $261K 0.01% +5 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 738 shares; 2025Q3: 815 shares; 2025Q4: not reported; 2026Q1: 2,868 shares; 2026Q2: 2,994 shares 2,994 $260K 0.01% +126 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,195 shares; 2025Q1: 1,417 shares; 2025Q2: 1,489 shares; 2025Q3: 1,537 shares; 2025Q4: 1,461 shares; 2026Q1: 1,368 shares; 2026Q2: 1,409 shares 1,409 $260K 0.01% +41 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,637 shares; 2026Q2: 4,603 shares 4,603 $259K 0.01% -34 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: 3,210 shares; 2024Q4: 2,601 shares; 2025Q1: 1,966 shares; 2025Q2: 1,819 shares; 2025Q3: 1,693 shares; 2025Q4: 1,849 shares; 2026Q1: 1,892 shares; 2026Q2: 1,706 shares 1,706 $258K 0.01% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,791 shares; 2026Q2: 2,838 shares 2,838 $254K 0.01% +47 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 8,595 shares; 2026Q2: 8,382 shares 8,382 $253K 0.01% -213 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,103 shares; 2024Q4: 2,222 shares; 2025Q1: 2,085 shares; 2025Q2: 2,287 shares; 2025Q3: 2,543 shares; 2025Q4: not reported; 2026Q1: 1,711 shares; 2026Q2: 1,942 shares 1,942 $252K 0.01% +231 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 858 shares 858 $249K 0.01% new 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: 2,364 shares; 2024Q4: 2,402 shares; 2025Q1: 2,328 shares; 2025Q2: 2,372 shares; 2025Q3: 2,167 shares; 2025Q4: 2,107 shares; 2026Q1: 2,069 shares; 2026Q2: 2,307 shares 2,307 $249K 0.01% +238 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY 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: 4,153 shares; 2025Q4: not reported; 2026Q1: 4,542 shares; 2026Q2: 4,417 shares 4,417 $245K 0.01% -125 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: 1,578 shares; 2024Q4: 1,554 shares; 2025Q1: 1,448 shares; 2025Q2: 1,649 shares; 2025Q3: 1,393 shares; 2025Q4: 1,243 shares; 2026Q1: 1,218 shares; 2026Q2: 1,148 shares 1,148 $245K 0.01% -70 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,084 shares; 2024Q4: 5,852 shares; 2025Q1: 5,153 shares; 2025Q2: 4,869 shares; 2025Q3: 3,337 shares; 2025Q4: 2,988 shares; 2026Q1: 2,737 shares; 2026Q2: 1,965 shares 1,965 $245K 0.01% -772 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,432 shares 1,432 $243K 0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,773 shares; 2024Q4: 1,843 shares; 2025Q1: 1,193 shares; 2025Q2: 1,139 shares; 2025Q3: 1,129 shares; 2025Q4: 1,092 shares; 2026Q1: 997 shares; 2026Q2: 995 shares 995 $241K 0.01% -2 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,133 shares; 2024Q4: 2,091 shares; 2025Q1: 2,395 shares; 2025Q2: 2,556 shares; 2025Q3: 2,474 shares; 2025Q4: 2,113 shares; 2026Q1: 2,428 shares; 2026Q2: 1,928 shares 1,928 $237K 0.01% -500 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,671 shares; 2026Q2: 1,246 shares 1,246 $236K 0.01% -425 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 5,969 shares 5,969 $235K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 4,208 shares; 2026Q2: 4,363 shares 4,363 $233K 0.01% +155 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: 6,523 shares; 2024Q4: 5,097 shares; 2025Q1: 3,873 shares; 2025Q2: 4,631 shares; 2025Q3: 4,065 shares; 2025Q4: 3,277 shares; 2026Q1: 3,257 shares; 2026Q2: 3,094 shares 3,094 $231K 0.01% -163 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: 1,825 shares 1,825 $231K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,658 shares; 2026Q2: 1,520 shares 1,520 $228K 0.01% -138 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,012 shares; 2026Q2: 955 shares 955 $227K 0.01% -57 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,110 shares; 2024Q4: 2,235 shares; 2025Q1: 2,199 shares; 2025Q2: 2,668 shares; 2025Q3: 2,820 shares; 2025Q4: 2,780 shares; 2026Q1: 2,260 shares; 2026Q2: 2,468 shares 2,468 $226K 0.01% +208 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,097 shares; 2026Q2: 1,047 shares 1,047 $226K 0.01% -50 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES 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: 12,262 shares; 2026Q2: 9,778 shares 9,778 $224K 0.01% -2,484 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,473 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,942 shares 2,942 $224K 0.01% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,006 shares; 2026Q1: 1,006 shares; 2026Q2: 1,017 shares 1,017 $223K 0.01% +11 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,529 shares; 2024Q4: 2,441 shares; 2025Q1: 2,377 shares; 2025Q2: 2,310 shares; 2025Q3: 2,153 shares; 2025Q4: 1,877 shares; 2026Q1: 1,421 shares; 2026Q2: 847 shares 847 $221K 0.01% -574 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152 shares; 2024Q4: not reported; 2025Q1: 190 shares; 2025Q2: 204 shares; 2025Q3: 182 shares; 2025Q4: 173 shares; 2026Q1: not reported; 2026Q2: 166 shares 166 $221K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,137 shares; 2026Q2: 1,230 shares 1,230 $221K 0.01% +93 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON 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: 1,354 shares; 2025Q4: 1,343 shares; 2026Q1: 1,343 shares; 2026Q2: 1,295 shares 1,295 $221K 0.01% -48 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 820 shares 820 $220K 0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,225 shares; 2024Q4: 2,112 shares; 2025Q1: 2,468 shares; 2025Q2: 2,384 shares; 2025Q3: 1,434 shares; 2025Q4: 1,299 shares; 2026Q1: 1,268 shares; 2026Q2: 1,071 shares 1,071 $220K 0.01% -197 Timeline WAB WABTEC More: the full row for WABTEC 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: 810 shares 810 $218K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 621 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 564 shares 564 $218K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,192 shares; 2025Q3: 3,820 shares; 2025Q4: not reported; 2026Q1: 3,803 shares; 2026Q2: 3,520 shares 3,520 $218K 0.01% -283 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 1,799 shares 1,799 $216K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 968 shares 968 $216K 0.01% new Timeline PRF 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,985 shares 3,985 $215K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 447 shares; 2025Q1: 454 shares; 2025Q2: 484 shares; 2025Q3: 469 shares; 2025Q4: 462 shares; 2026Q1: 468 shares; 2026Q2: 465 shares 465 $213K 0.01% -3 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 329 shares; 2025Q4: 318 shares; 2026Q1: not reported; 2026Q2: 404 shares 404 $212K 0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,439 shares; 2025Q3: 1,517 shares; 2025Q4: 1,518 shares; 2026Q1: not reported; 2026Q2: 1,567 shares 1,567 $211K <0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 857 shares 857 $211K <0.01% new Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,100 shares; 2025Q2: 23,100 shares; 2025Q3: 23,500 shares; 2025Q4: 23,500 shares; 2026Q1: 24,350 shares; 2026Q2: 25,272 shares 25,272 $209K <0.01% +922 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,939 shares; 2024Q4: 3,703 shares; 2025Q1: 4,093 shares; 2025Q2: 3,843 shares; 2025Q3: 3,750 shares; 2025Q4: 3,461 shares; 2026Q1: 3,263 shares; 2026Q2: 5,360 shares 5,360 $208K <0.01% +2,097 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: 2,105 shares; 2025Q2: 2,836 shares; 2025Q3: 1,967 shares; 2025Q4: 1,730 shares; 2026Q1: not reported; 2026Q2: 1,731 shares 1,731 $203K <0.01% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,281 shares; 2024Q4: 3,206 shares; 2025Q1: 2,658 shares; 2025Q2: 2,680 shares; 2025Q3: 2,474 shares; 2025Q4: 2,381 shares; 2026Q1: 1,983 shares; 2026Q2: 1,818 shares 1,818 $202K <0.01% -165 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 103 shares 103 $201K <0.01% new 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: 523 shares; 2025Q3: 619 shares; 2025Q4: 470 shares; 2026Q1: not reported; 2026Q2: 450 shares 450 $201K <0.01% new Timeline COR CENCORA INC More: the full row for CENCORA 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: 626 shares; 2026Q1: not reported; 2026Q2: 707 shares 707 $200K <0.01% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,796 shares; 2024Q4: 27,255 shares; 2025Q1: 18,651 shares; 2025Q2: 16,154 shares; 2025Q3: 16,656 shares; 2025Q4: 15,212 shares; 2026Q1: 16,407 shares; 2026Q2: 19,935 shares 19,935 $186K <0.01% +3,528 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN 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: 16,089 shares 16,089 $172K <0.01% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,862 shares 10,862 $150K <0.01% new Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,790 shares 12,790 $109K <0.01% new Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL 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: 16,277 shares 16,277 $88.7K <0.01% new Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR 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: 11,145 shares; 2026Q2: 12,511 shares 12,511 $88.6K <0.01% +1,366 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,801 shares 10,801 $87.9K <0.01% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 17,000 shares; 2025Q4: 72,398 shares; 2026Q1: 17,000 shares; 2026Q2: 21,500 shares 21,500 $82.8K <0.01% +4,500 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,338 shares 10,338 $81K <0.01% new Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,315 shares 10,315 $80.4K <0.01% new Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,587 shares 12,587 $78.7K <0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,793 shares 11,793 $68.8K <0.01% new Timeline NB NIOCORP DEVS LTD More: the full row for NIOCORP DEVS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,469 shares; 2025Q4: 13,469 shares; 2026Q1: 13,469 shares; 2026Q2: 13,791 shares 13,791 $66.5K <0.01% +322 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,889 shares 10,889 $60.3K <0.01% new Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY 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: 17,568 shares 17,568 $49.7K <0.01% new Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,700 shares; 2025Q2: 13,700 shares; 2025Q3: 13,700 shares; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares; 2026Q2: 13,700 shares 13,700 $9.88K <0.01% 0 Timeline