AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 893,650 shares; 2024Q4: 875,598 shares; 2025Q1: 796,899 shares; 2025Q2: 765,073 shares; 2025Q3: 756,348 shares; 2025Q4: 719,181 shares; 2026Q1: 718,647 shares; 2026Q2: 735,041 shares 735,041 $72.8M 6.67% +16,394 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: 1,205,695 shares; 2024Q4: 1,180,458 shares; 2025Q1: 1,074,021 shares; 2025Q2: 1,032,403 shares; 2025Q3: 1,020,615 shares; 2025Q4: 970,602 shares; 2026Q1: 968,610 shares; 2026Q2: 990,343 shares 990,343 $72.7M 6.67% +21,733 Timeline SCHZ 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: not reported; 2026Q1: 3,076,262 shares; 2026Q2: 3,142,160 shares 3,142,160 $72.7M 6.67% +65,898 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,395 shares; 2024Q4: 101,186 shares; 2025Q1: 109,204 shares; 2025Q2: 68,575 shares; 2025Q3: 69,433 shares; 2025Q4: 67,752 shares; 2026Q1: 52,767 shares; 2026Q2: 69,863 shares 69,863 $52.3M 4.8% +17,096 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 824,760 shares; 2025Q2: 817,266 shares; 2025Q3: 808,015 shares; 2025Q4: 783,498 shares; 2026Q1: 673,199 shares; 2026Q2: 667,709 shares 667,709 $49.2M 4.51% -5,490 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,000 shares; 2024Q4: 265,873 shares; 2025Q1: 242,673 shares; 2025Q2: 225,321 shares; 2025Q3: 206,555 shares; 2025Q4: 181,257 shares; 2026Q1: 187,473 shares; 2026Q2: 151,497 shares 151,497 $45.9M 4.21% -35,976 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: 1,177,860 shares; 2024Q4: 1,080,170 shares; 2025Q1: 904,332 shares; 2025Q2: 779,076 shares; 2025Q3: 713,693 shares; 2025Q4: 646,098 shares; 2026Q1: 1,296,573 shares; 2026Q2: 735,041 shares 735,041 $43.4M 3.98% -561,532 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 386,760 shares; 2024Q4: 525,534 shares; 2025Q1: 447,450 shares; 2025Q2: 510,801 shares; 2025Q3: 540,865 shares; 2025Q4: 967,683 shares; 2026Q1: 923,163 shares; 2026Q2: 905,679 shares 905,679 $41.1M 3.77% -17,484 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: 250,515 shares; 2024Q4: 232,465 shares; 2025Q1: 234,703 shares; 2025Q2: 229,140 shares; 2025Q3: 194,391 shares; 2025Q4: 178,338 shares; 2026Q1: 176,111 shares; 2026Q2: 151,497 shares 151,497 $35.8M 3.29% -24,614 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: 37,813 shares; 2024Q4: 41,108 shares; 2025Q1: 40,833 shares; 2025Q2: 39,499 shares; 2025Q3: 33,100 shares; 2025Q4: 33,388 shares; 2026Q1: 34,924 shares; 2026Q2: 50,476 shares 50,476 $34.7M 3.18% +15,552 Timeline SCHH 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: 1,963,100 shares; 2024Q4: 1,650,624 shares; 2025Q1: 1,772,703 shares; 2025Q2: 1,550,514 shares; 2025Q3: 1,533,928 shares; 2025Q4: 1,476,372 shares; 2026Q1: 1,218,575 shares; 2026Q2: 1,366,280 shares 1,366,280 $32.4M 2.97% +147,705 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669,505 shares; 2024Q4: 548,449 shares; 2025Q1: 511,836 shares; 2025Q2: 514,292 shares; 2025Q3: 507,268 shares; 2025Q4: 479,454 shares; 2026Q1: 534,014 shares; 2026Q2: 499,379 shares 499,379 $28.2M 2.59% -34,635 Timeline LQD 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: 225,180 shares 225,180 $24.6M 2.25% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235,761 shares; 2026Q2: 291,785 shares 291,785 $24.1M 2.21% +56,024 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,214,485 shares; 2024Q4: 1,163,762 shares; 2025Q1: 1,093,947 shares; 2025Q2: 1,102,418 shares; 2025Q3: 1,069,210 shares; 2025Q4: 1,049,537 shares; 2026Q1: 1,249,820 shares; 2026Q2: 1,262,475 shares 1,262,475 $23.6M 2.16% +12,655 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 594,978 shares 594,978 $19.9M 1.83% new 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: 1,038 shares; 2024Q4: 4,800 shares; 2025Q1: 6,912 shares; 2025Q2: 6,889 shares; 2025Q3: 5,606 shares; 2025Q4: 10,760 shares; 2026Q1: 15,878 shares; 2026Q2: 25,677 shares 25,677 $19.2M 1.76% +9,799 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,475 shares; 2024Q4: 451,024 shares; 2025Q1: 411,054 shares; 2025Q2: 395,903 shares; 2025Q3: 388,805 shares; 2025Q4: 371,289 shares; 2026Q1: 369,265 shares; 2026Q2: 378,744 shares 378,744 $16M 1.47% +9,479 Timeline SPYM 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: 288,605 shares; 2024Q4: 261,700 shares; 2025Q1: 242,664 shares; 2025Q2: 231,686 shares; 2025Q3: 212,625 shares; 2025Q4: 192,951 shares; 2026Q1: 193,154 shares; 2026Q2: 173,941 shares 173,941 $15.3M 1.4% -19,213 Timeline USIG 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: 281,728 shares 281,728 $14.4M 1.33% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271,160 shares 271,160 $14.4M 1.32% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 358,925 shares; 2024Q4: 528,974 shares; 2025Q1: 483,975 shares; 2025Q2: 157,852 shares; 2025Q3: 154,918 shares; 2025Q4: 143,256 shares; 2026Q1: 431,756 shares; 2026Q2: 448,880 shares 448,880 $12M 1.11% +17,124 Timeline ALLIANT ENERGY CORP ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,980,000 shares 9,980,000 $11M 1.01% new GLOBAL PMTS INC GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,667,000 shares; 2025Q2: 6,667,000 shares; 2025Q3: 9,457,000 shares; 2025Q4: 10,637,000 shares; 2026Q1: 11,367,000 shares; 2026Q2: 11,367,000 shares 11,367,000 $10.2M 0.94% 0 PPL CAP FDG INC PPL CAP FDG INC More: the full row for PPL CAP FDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120,000 shares; 2024Q4: 8,310,000 shares; 2025Q1: 9,390,000 shares; 2025Q2: 7,260,000 shares; 2025Q3: 6,280,000 shares; 2025Q4: 7,190,000 shares; 2026Q1: 8,920,000 shares; 2026Q2: 8,920,000 shares 8,920,000 $10.1M 0.93% 0 BANK OF AMER CORP 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: 5,248 shares; 2024Q4: 7,248 shares; 2025Q1: 7,648 shares; 2025Q2: 8,048 shares; 2025Q3: 8,048 shares; 2025Q4: 8,048 shares; 2026Q1: 8,048 shares; 2026Q2: 8,048 shares 8,048 $10.1M 0.93% 0 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: not reported; 2024Q4: not reported; 2025Q1: 198,600 shares; 2025Q2: 74,400 shares; 2025Q3: 74,400 shares; 2025Q4: 190,800 shares; 2026Q1: 201,000 shares; 2026Q2: 201,000 shares 201,000 $9.99M 0.92% 0 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: 442 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,000 shares; 2026Q1: 44,400 shares; 2026Q2: 43,800 shares 43,800 $9.94M 0.91% -600 Timeline WEC ENERGY GROUP INC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,944,000 shares; 2026Q2: 7,944,000 shares 7,944,000 $9.84M 0.9% 0 UBER TECHNOLOGIES INC UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,889,000 shares; 2025Q1: 6,439,000 shares; 2025Q2: 7,339,000 shares; 2025Q3: 7,339,000 shares; 2025Q4: 6,089,000 shares; 2026Q1: 8,169,000 shares; 2026Q2: 8,169,000 shares 8,169,000 $9.77M 0.9% 0 ETSY INC ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,610,000 shares; 2024Q4: 6,850,000 shares; 2025Q1: 6,850,000 shares; 2025Q2: 8,040,000 shares; 2025Q3: 8,040,000 shares; 2025Q4: 8,040,000 shares; 2026Q1: 10,430,000 shares; 2026Q2: 10,430,000 shares 10,430,000 $9.52M 0.87% 0 WELLS FARGO & CO 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: 5,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,800 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 16,400 shares; 2026Q2: 8,200 shares 8,200 $9.49M 0.87% -8,200 MERITAGE HOMES CORP MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,112,000 shares; 2025Q3: 7,022,000 shares; 2025Q4: 7,542,000 shares; 2026Q1: 9,102,000 shares; 2026Q2: 9,102,000 shares 9,102,000 $9.38M 0.86% 0 IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,950 shares; 2024Q4: 2,132 shares; 2025Q1: 184,185 shares; 2025Q2: 281,232 shares; 2025Q3: 140,180 shares; 2025Q4: 177,332 shares; 2026Q1: 236,210 shares; 2026Q2: 91,784 shares 91,784 $8.86M 0.81% -144,426 Timeline GOOGM ALPHABET INC More: the full row for ALPHABET 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: 173,300 shares 173,300 $8.82M 0.81% new Timeline SCYB 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: not reported; 2026Q1: 301,093 shares; 2026Q2: 302,994 shares 302,994 $7.93M 0.73% +1,901 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: 4,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,605 shares; 2025Q2: 3,013 shares; 2025Q3: 3,998 shares; 2025Q4: 30,152 shares; 2026Q1: 30,252 shares; 2026Q2: 101,534 shares 101,534 $7.25M 0.66% +71,282 Timeline DATADOG INC 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: 2,150,000 shares; 2026Q1: 3,880,000 shares; 2026Q2: 5,020,000 shares 5,020,000 $7.14M 0.65% +1,140,000 GUARDANT HEALTH INC GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,049,000 shares; 2026Q2: 5,429,000 shares 5,429,000 $6.75M 0.62% +3,380,000 CLOUDFLARE INC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,023,000 shares 5,023,000 $6.35M 0.58% new GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,582 shares; 2024Q4: 34,196 shares; 2025Q1: 20,996 shares; 2025Q2: 8,327 shares; 2025Q3: 35,303 shares; 2025Q4: 23,599 shares; 2026Q1: 17,034 shares; 2026Q2: 16,374 shares 16,374 $5.85M 0.54% -660 Timeline HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440,000 shares; 2026Q1: 2,970,000 shares; 2026Q2: 5,110,000 shares 5,110,000 $5.68M 0.52% +2,140,000 DRAFTKINGS INC NEW DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350,000 shares; 2024Q4: 8,650,000 shares; 2025Q1: 8,650,000 shares; 2025Q2: 8,650,000 shares; 2025Q3: 5,780,000 shares; 2025Q4: 5,780,000 shares; 2026Q1: 5,780,000 shares; 2026Q2: 5,780,000 shares 5,780,000 $5.37M 0.49% 0 SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,156,000 shares; 2024Q4: 7,796,000 shares; 2025Q1: 6,036,000 shares; 2025Q2: 7,006,000 shares; 2025Q3: 5,746,000 shares; 2025Q4: 4,286,000 shares; 2026Q1: 3,196,000 shares; 2026Q2: 5,576,000 shares 5,576,000 $5.31M 0.49% +2,380,000 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: 8,300 shares 8,300 $5.3M 0.49% new Timeline BAPRA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,300 shares; 2026Q2: 78,000 shares 78,000 $5.29M 0.48% -19,300 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: 1,371 shares; 2024Q4: 4,000 shares; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 3,914 shares; 2025Q4: 7,082 shares; 2026Q1: 13,029 shares; 2026Q2: 10,259 shares 10,259 $4.9M 0.45% -2,770 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: 9,193 shares; 2024Q4: 12,690 shares; 2025Q1: 8,827 shares; 2025Q2: 12,496 shares; 2025Q3: 16,972 shares; 2025Q4: 15,870 shares; 2026Q1: 30,434 shares; 2026Q2: 24,357 shares 24,357 $4.87M 0.45% -6,077 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,235 shares; 2024Q4: 5,235 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,300 shares; 2025Q4: 14,900 shares; 2026Q1: not reported; 2026Q2: 10,800 shares 10,800 $4.58M 0.42% new 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: 23,313 shares; 2024Q4: 19,521 shares; 2025Q1: 14,400 shares; 2025Q2: 19,373 shares; 2025Q3: 20,397 shares; 2025Q4: 19,524 shares; 2026Q1: 20,614 shares; 2026Q2: 15,510 shares 15,510 $4.49M 0.41% -5,104 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: 59,243 shares; 2024Q4: 54,175 shares; 2025Q1: 52,098 shares; 2025Q2: 29,247 shares; 2025Q3: 30,910 shares; 2025Q4: 24,775 shares; 2026Q1: 23,465 shares; 2026Q2: 18,698 shares 18,698 $4.46M 0.41% -4,767 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 323,765 shares; 2024Q4: 421,790 shares; 2025Q1: 384,534 shares; 2025Q2: 551,209 shares; 2025Q3: 540,680 shares; 2025Q4: 514,536 shares; 2026Q1: not reported; 2026Q2: 184,358 shares 184,358 $4.17M 0.38% new Timeline ARES MANAGEMENT CORPORATION 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: not reported; 2024Q4: not reported; 2025Q1: 72,100 shares; 2025Q2: 116,100 shares; 2025Q3: 42,100 shares; 2025Q4: 158,000 shares; 2026Q1: 71,300 shares; 2026Q2: 112,700 shares 112,700 $4.13M 0.38% +41,400 ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,200 shares; 2024Q4: 16,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,300 shares; 2025Q4: 20,000 shares; 2026Q1: 20,300 shares; 2026Q2: 20,000 shares 20,000 $3.96M 0.36% -300 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,375 shares; 2026Q2: 84,165 shares 84,165 $3.94M 0.36% +1,790 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: 3,600 shares; 2024Q4: 708 shares; 2025Q1: 423 shares; 2025Q2: 2,784 shares; 2025Q3: 1,176 shares; 2025Q4: 2,925 shares; 2026Q1: 1,567 shares; 2026Q2: 3,236 shares 3,236 $3.88M 0.36% +1,669 Timeline ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 9,952,000 shares; 2025Q4: 9,952,000 shares; 2026Q1: 9,952,000 shares; 2026Q2: 2,712,000 shares 2,712,000 $3.27M 0.3% -7,240,000 SOUTHERN CO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,820,000 shares; 2026Q2: 2,820,000 shares 2,820,000 $3.11M 0.28% 0 WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,955 shares; 2024Q4: 59,898 shares; 2025Q1: 42,911 shares; 2025Q2: 44,689 shares; 2025Q3: 47,191 shares; 2025Q4: 36,506 shares; 2026Q1: 68,893 shares; 2026Q2: 27,294 shares 27,294 $3.09M 0.28% -41,599 Timeline KKR & CO INC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152,200 shares; 2025Q3: 161,600 shares; 2025Q4: 150,400 shares; 2026Q1: 69,800 shares; 2026Q2: 69,800 shares 69,800 $2.78M 0.26% 0 ATI ATI INC More: the full row for ATI 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: 33,400 shares; 2026Q1: 6,900 shares; 2026Q2: 14,100 shares 14,100 $2.78M 0.25% +7,200 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,981 shares; 2025Q1: 2,077 shares; 2025Q2: 8,508 shares; 2025Q3: 5,657 shares; 2025Q4: 642 shares; 2026Q1: 1,284 shares; 2026Q2: 8,100 shares 8,100 $2.78M 0.25% +6,816 Timeline HEWLETT PACKARD ENTERPRISE C HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,100 shares; 2024Q4: 117,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,140 shares; 2025Q4: 89,440 shares; 2026Q1: 89,840 shares; 2026Q2: 22,340 shares 22,340 $2.58M 0.24% -67,500 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: 27,100 shares; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 29,540 shares; 2025Q3: 38,320 shares; 2025Q4: 34,424 shares; 2026Q1: 35,724 shares; 2026Q2: 35,238 shares 35,238 $2.54M 0.23% -486 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: 3,639 shares; 2024Q4: 3,504 shares; 2025Q1: 2,618 shares; 2025Q2: 1,475 shares; 2025Q3: 1,639 shares; 2025Q4: 4,916 shares; 2026Q1: 6,637 shares; 2026Q2: 4,981 shares 4,981 $2.49M 0.23% -1,656 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: 3,073 shares; 2024Q4: 1,750 shares; 2025Q1: 750 shares; 2025Q2: 1,100 shares; 2025Q3: 1,250 shares; 2025Q4: 1,525 shares; 2026Q1: 1,525 shares; 2026Q2: 1,425 shares 1,425 $2.42M 0.22% -100 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: 3,699 shares; 2024Q4: 3,669 shares; 2025Q1: 4,117 shares; 2025Q2: 4,223 shares; 2025Q3: 4,314 shares; 2025Q4: 3,488 shares; 2026Q1: 2,778 shares; 2026Q2: 2,522 shares 2,522 $2.36M 0.22% -256 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: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 102 shares; 2025Q4: 111 shares; 2026Q1: 3,411 shares; 2026Q2: 4,423 shares 4,423 $2.28M 0.21% +1,012 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 56,100 shares 56,100 $2.2M 0.2% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 3,194 shares; 2026Q1: 10,054 shares; 2026Q2: 5,500 shares 5,500 $2.06M 0.19% -4,554 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: 11,261 shares; 2024Q4: 10,513 shares; 2025Q1: 9,522 shares; 2025Q2: 12,909 shares; 2025Q3: 13,045 shares; 2025Q4: 12,166 shares; 2026Q1: 11,097 shares; 2026Q2: 4,806 shares 4,806 $1.79M 0.16% -6,291 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: 7,852 shares; 2024Q4: 1,955 shares; 2025Q1: 2,775 shares; 2025Q2: 3,658 shares; 2025Q3: 3,769 shares; 2025Q4: 5,464 shares; 2026Q1: 7,824 shares; 2026Q2: 5,172 shares 5,172 $1.69M 0.16% -2,652 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,970 shares 17,970 $1.65M 0.15% new Timeline HEI HEICO CORP NEW More: the full row for HEICO 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: 4,000 shares; 2026Q2: 4,600 shares 4,600 $1.64M 0.15% +600 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 3,440 shares; 2025Q4: 7,757 shares; 2026Q1: 7,924 shares; 2026Q2: 4,473 shares 4,473 $1.58M 0.14% -3,451 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: 2,843 shares; 2024Q4: 3,349 shares; 2025Q1: 4,704 shares; 2025Q2: 4,691 shares; 2025Q3: 5,570 shares; 2025Q4: 5,355 shares; 2026Q1: 8,022 shares; 2026Q2: 4,140 shares 4,140 $1.56M 0.14% -3,882 Timeline POWR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,245 shares; 2026Q2: 53,132 shares 53,132 $1.49M 0.14% -113 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: 37,200 shares; 2024Q4: 21,900 shares; 2025Q1: 21,900 shares; 2025Q2: 27,244 shares; 2025Q3: 24,780 shares; 2025Q4: 18,087 shares; 2026Q1: 12,487 shares; 2026Q2: 12,515 shares 12,515 $1.48M 0.14% +28 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,283 shares; 2024Q4: 8,398 shares; 2025Q1: 9,049 shares; 2025Q2: 9,734 shares; 2025Q3: 6,885 shares; 2025Q4: 14,699 shares; 2026Q1: 11,979 shares; 2026Q2: 10,802 shares 10,802 $1.48M 0.14% -1,177 Timeline WLDR TWO RDS SHARED TR More: the full row for TWO RDS SHARED 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: 23,527 shares; 2026Q2: 26,563 shares 26,563 $1.23M 0.11% +3,036 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: 1,515 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 396 shares; 2025Q3: 3,026 shares; 2025Q4: 2,571 shares; 2026Q1: 6,219 shares; 2026Q2: 2,024 shares 2,024 $1.18M 0.11% -4,195 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,165 shares; 2025Q1: 1,847 shares; 2025Q2: 2,381 shares; 2025Q3: 4,186 shares; 2025Q4: 4,903 shares; 2026Q1: 5,897 shares; 2026Q2: 4,574 shares 4,574 $1.15M 0.11% -1,323 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: 22,000 shares; 2024Q4: 20,400 shares; 2025Q1: 18,500 shares; 2025Q2: 22,324 shares; 2025Q3: 18,654 shares; 2025Q4: 14,709 shares; 2026Q1: 9,709 shares; 2026Q2: 9,754 shares 9,754 $1.15M 0.11% +45 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,000 shares 6,000 $1.14M 0.1% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,925 shares; 2025Q2: 4,925 shares; 2025Q3: 4,775 shares; 2025Q4: 5,275 shares; 2026Q1: 5,270 shares; 2026Q2: 2,370 shares 2,370 $1.09M 0.1% -2,900 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: 86 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 79 shares; 2025Q4: 1,737 shares; 2026Q1: 2,143 shares; 2026Q2: 1,694 shares 1,694 $1.07M 0.1% -449 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: 1,700 shares; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 2,836 shares; 2025Q3: 16 shares; 2025Q4: 2,917 shares; 2026Q1: 17 shares; 2026Q2: 790 shares 790 $1.05M 0.1% +773 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,100 shares; 2026Q2: 4,400 shares 4,400 $1.05M 0.1% -4,700 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: 9,536 shares; 2024Q4: 3,771 shares; 2025Q1: 4,838 shares; 2025Q2: 3,676 shares; 2025Q3: 3,703 shares; 2025Q4: 3,583 shares; 2026Q1: 5,282 shares; 2026Q2: 4,172 shares 4,172 $1.01M 0.09% -1,110 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 563 shares; 2026Q1: 681 shares; 2026Q2: 979 shares 979 $990K 0.09% +298 Timeline XLP 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: 11,627 shares; 2025Q1: 15,751 shares; 2025Q2: 13,987 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,852 shares 11,852 $985K 0.09% new 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: 197 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,928 shares 5,928 $983K 0.09% new 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: 130 shares; 2024Q4: 1,675 shares; 2025Q1: 2,557 shares; 2025Q2: 2,233 shares; 2025Q3: 1,122 shares; 2025Q4: 1,881 shares; 2026Q1: 1,792 shares; 2026Q2: 908 shares 908 $967K 0.09% -884 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,100 shares 7,100 $956K 0.09% new Timeline JOBY AVIATION INC JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 1,007,000 shares 1,007,000 $913K 0.08% new UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,744 shares; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 258 shares; 2025Q4: 2,295 shares; 2026Q1: 295 shares; 2026Q2: 2,155 shares 2,155 $896K 0.08% +1,860 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,021 shares; 2026Q2: 2,482 shares 2,482 $831K 0.08% -539 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: 4,835 shares 4,835 $826K 0.08% new Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 27,244 shares 27,244 $799K 0.07% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,991 shares 2,991 $799K 0.07% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,664 shares; 2026Q2: 4,650 shares 4,650 $790K 0.07% -1,014 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,630 shares; 2026Q2: 10,089 shares 10,089 $777K 0.07% +2,459 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: 18,037 shares; 2025Q2: 15,723 shares; 2025Q3: 14,685 shares; 2025Q4: 9,800 shares; 2026Q1: 10,534 shares; 2026Q2: 8,035 shares 8,035 $764K 0.07% -2,499 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: 120 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,421 shares 2,421 $762K 0.07% new 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: 4,106 shares; 2025Q4: 7,186 shares; 2026Q1: 7,594 shares; 2026Q2: 4,853 shares 4,853 $761K 0.07% -2,741 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: 6,514 shares; 2024Q4: 6,312 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,758 shares 4,758 $755K 0.07% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,233 shares 4,233 $744K 0.07% 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: 286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,015 shares 4,015 $721K 0.07% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 2,475 shares; 2025Q1: 2,156 shares; 2025Q2: 2,964 shares; 2025Q3: 11,544 shares; 2025Q4: 4,277 shares; 2026Q1: 3,857 shares; 2026Q2: 1,384 shares 1,384 $582K 0.05% -2,473 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: 9,365 shares; 2024Q4: 6,991 shares; 2025Q1: 6,358 shares; 2025Q2: 13,609 shares; 2025Q3: 10,013 shares; 2025Q4: 6,394 shares; 2026Q1: 1,620 shares; 2026Q2: 927 shares 927 $522K 0.05% -693 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 753 shares 753 $494K 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,152 shares 1,152 $491K 0.05% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 2,422 shares; 2025Q1: 2,261 shares; 2025Q2: 2,039 shares; 2025Q3: 2,772 shares; 2025Q4: 4,463 shares; 2026Q1: 5,049 shares; 2026Q2: 1,416 shares 1,416 $483K 0.04% -3,633 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,660 shares 5,660 $479K 0.04% new 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: 1,089 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,794 shares; 2026Q2: 413 shares 413 $477K 0.04% -2,381 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,351 shares; 2024Q4: 4,353 shares; 2025Q1: 2,760 shares; 2025Q2: 2,370 shares; 2025Q3: 3,119 shares; 2025Q4: 4,061 shares; 2026Q1: not reported; 2026Q2: 1,695 shares 1,695 $477K 0.04% new 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: 3,557 shares; 2024Q4: 5,063 shares; 2025Q1: 11,304 shares; 2025Q2: 10,518 shares; 2025Q3: 6,085 shares; 2025Q4: 2,494 shares; 2026Q1: 7,687 shares; 2026Q2: 1,837 shares 1,837 $469K 0.04% -5,850 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 152 shares 152 $346K 0.03% new 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: 382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 113 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 145 shares 145 $288K 0.03% +17 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: 1,447 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,637 shares; 2025Q4: 16,594 shares; 2026Q1: 32,541 shares; 2026Q2: 3,141 shares 3,141 $234K 0.02% -29,400 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 234 shares; 2025Q4: 259 shares; 2026Q1: 259 shares; 2026Q2: 300 shares 300 $217K 0.02% +41 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: 370 shares; 2025Q4: 412 shares; 2026Q1: 412 shares; 2026Q2: 470 shares 470 $204K 0.02% +58 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,174 shares; 2025Q4: 12,014 shares; 2026Q1: 1,300 shares; 2026Q2: 1,451 shares 1,451 $170K 0.02% +151 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 263 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 322 shares 322 $165K 0.02% +27 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: 15,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 2,614 shares; 2025Q4: 941 shares; 2026Q1: 941 shares; 2026Q2: 1,057 shares 1,057 $155K 0.01% +116 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 38 shares; 2025Q4: 43 shares; 2026Q1: 43 shares; 2026Q2: 492 shares 492 $148K 0.01% +449 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: 5,500 shares; 2024Q4: 2,467 shares; 2025Q1: 2,263 shares; 2025Q2: 2,477 shares; 2025Q3: 1,903 shares; 2025Q4: 324 shares; 2026Q1: 324 shares; 2026Q2: 369 shares 369 $130K 0.01% +45 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 7,384 shares; 2025Q1: 64,575 shares; 2025Q2: 22,284 shares; 2025Q3: 86 shares; 2025Q4: 688 shares; 2026Q1: 9,243 shares; 2026Q2: 1,463 shares 1,463 $120K 0.01% -7,780 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: 11,452 shares; 2024Q4: 10,838 shares; 2025Q1: 7,826 shares; 2025Q2: 7,102 shares; 2025Q3: 6,230 shares; 2025Q4: 8,440 shares; 2026Q1: 16,948 shares; 2026Q2: 873 shares 873 $102K 0.01% -16,075 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 265 shares; 2025Q4: 318 shares; 2026Q1: 318 shares; 2026Q2: 336 shares 336 $100K 0.01% +18 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: 105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 138 shares; 2025Q4: 155 shares; 2026Q1: 155 shares; 2026Q2: 170 shares 170 $88.2K 0.01% +15 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180 shares; 2025Q3: 8,704 shares; 2025Q4: 6,204 shares; 2026Q1: 224 shares; 2026Q2: 248 shares 248 $83.9K 0.01% +24 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: 2,750 shares; 2024Q4: 2,663 shares; 2025Q1: 3,507 shares; 2025Q2: 3,732 shares; 2025Q3: 311 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 391 shares 391 $72.3K 0.01% +40 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 155 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 199 shares 199 $72.1K 0.01% +24 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,824 shares; 2025Q3: 331 shares; 2025Q4: 365 shares; 2026Q1: 365 shares; 2026Q2: 402 shares 402 $67.4K 0.01% +37 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 513 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 644 shares 644 $58.4K 0.01% +74 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: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 393 shares; 2025Q4: 53 shares; 2026Q1: 53 shares; 2026Q2: 60 shares 60 $57.7K 0.01% +7 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: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 72 shares; 2025Q3: 1,135 shares; 2025Q4: 1,665 shares; 2026Q1: 117 shares; 2026Q2: 131 shares 131 $52.1K <0.01% +14 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 278 shares; 2025Q4: 4,981 shares; 2026Q1: 306 shares; 2026Q2: 309 shares 309 $48.4K <0.01% +3 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 92 shares 92 $45.7K <0.01% +8 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 157 shares; 2025Q4: 182 shares; 2026Q1: 182 shares; 2026Q2: 207 shares 207 $45.6K <0.01% +25 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 46 shares 46 $45K <0.01% +5 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 90 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 110 shares 110 $44.8K <0.01% +10 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 110 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 138 shares 138 $43.4K <0.01% +13 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: 76 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 66 shares; 2025Q4: 76 shares; 2026Q1: 76 shares; 2026Q2: 84 shares 84 $42.8K <0.01% +8 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 216 shares; 2025Q3: 222 shares; 2025Q4: 252 shares; 2026Q1: 252 shares; 2026Q2: 273 shares 273 $41.9K <0.01% +21 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 2,159 shares; 2025Q4: 1,849 shares; 2026Q1: 90 shares; 2026Q2: 102 shares 102 $38.3K <0.01% +12 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: 54 shares; 2024Q4: not reported; 2025Q1: 469 shares; 2025Q2: 557 shares; 2025Q3: 501 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 36 shares 36 $37.5K <0.01% +4 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: not reported; 2024Q4: 1,900 shares; 2025Q1: not reported; 2025Q2: 5,072 shares; 2025Q3: 4,764 shares; 2025Q4: 25,839 shares; 2026Q1: 19,039 shares; 2026Q2: 375 shares 375 $37.2K <0.01% -18,664 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 120 shares; 2025Q4: 132 shares; 2026Q1: 132 shares; 2026Q2: 150 shares 150 $33.6K <0.01% +18 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: 983 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 504 shares; 2025Q3: 550 shares; 2025Q4: 625 shares; 2026Q1: 625 shares; 2026Q2: 700 shares 700 $33.3K <0.01% +75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 69 shares; 2025Q4: 75 shares; 2026Q1: 75 shares; 2026Q2: 83 shares 83 $32.4K <0.01% +8 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: 225 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 122 shares; 2025Q4: 133 shares; 2026Q1: 266 shares; 2026Q2: 145 shares 145 $32.3K <0.01% -121 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: 139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 71 shares; 2025Q4: 81 shares; 2026Q1: 81 shares; 2026Q2: 92 shares 92 $31.7K <0.01% +11 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: 72 shares; 2025Q3: 1,616 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 70 shares 70 $31.2K <0.01% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 106 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 134 shares 134 $29.6K <0.01% +13 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: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 119 shares; 2025Q4: 134 shares; 2026Q1: 134 shares; 2026Q2: 143 shares 143 $29.3K <0.01% +9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 51 shares; 2025Q4: 58 shares; 2026Q1: 58 shares; 2026Q2: 63 shares 63 $28.5K <0.01% +5 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 5,180 shares; 2025Q4: 4,521 shares; 2026Q1: 91 shares; 2026Q2: 102 shares 102 $26.6K <0.01% +11 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 72 shares; 2026Q1: 72 shares; 2026Q2: 80 shares 80 $26.5K <0.01% +8 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 76 shares; 2025Q4: 86 shares; 2026Q1: 86 shares; 2026Q2: 96 shares 96 $26.5K <0.01% +10 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: 93 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 41 shares; 2025Q4: 46 shares; 2026Q1: 46 shares; 2026Q2: 51 shares 51 $26K <0.01% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 115 shares; 2025Q4: 133 shares; 2026Q1: 133 shares; 2026Q2: 151 shares 151 $25.7K <0.01% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 173 shares; 2025Q4: 186 shares; 2026Q1: 186 shares; 2026Q2: 200 shares 200 $24.6K <0.01% +14 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: 244 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 95 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 111 shares 111 $23.7K <0.01% +13 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 432 shares; 2025Q3: 435 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 530 shares 530 $22.6K <0.01% +35 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,600 shares; 2024Q4: 676 shares; 2025Q1: 30,195 shares; 2025Q2: 5,040 shares; 2025Q3: 258 shares; 2025Q4: 2,494 shares; 2026Q1: 19,829 shares; 2026Q2: 231 shares 231 $21.8K <0.01% -19,598 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: 72 shares; 2025Q3: 58 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 71 shares 71 $20.1K <0.01% +5 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 24 shares; 2025Q4: 26 shares; 2026Q1: 26 shares; 2026Q2: 31 shares 31 $17.4K <0.01% +5 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 81 shares; 2025Q4: 96 shares; 2026Q1: 96 shares; 2026Q2: 106 shares 106 $17.3K <0.01% +10 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 78 shares 78 $16.9K <0.01% +12 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 131 shares; 2025Q4: 192 shares; 2026Q1: 192 shares; 2026Q2: 204 shares 204 $16.1K <0.01% +12 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,850 shares; 2024Q4: 24,350 shares; 2025Q1: 18,850 shares; 2025Q2: 23,522 shares; 2025Q3: 16,516 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 86 shares 86 $15.7K <0.01% +6 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: 36 shares; 2025Q3: 24 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 29 shares 29 $15.3K <0.01% +1 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 27 shares; 2026Q1: 27 shares; 2026Q2: 27 shares 27 $15.1K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 39 shares; 2025Q4: 44 shares; 2026Q1: 88 shares; 2026Q2: 49 shares 49 $14.5K <0.01% -39 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 62 shares; 2025Q4: 69 shares; 2026Q1: 69 shares; 2026Q2: 74 shares 74 $14.4K <0.01% +5 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 72 shares; 2025Q3: 74 shares; 2025Q4: 90 shares; 2026Q1: 90 shares; 2026Q2: 108 shares 108 $14.3K <0.01% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 99 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 121 shares 121 $13.5K <0.01% +11 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 72 shares; 2025Q3: 49 shares; 2025Q4: 54 shares; 2026Q1: 54 shares; 2026Q2: 65 shares 65 $12.6K <0.01% +11 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108 shares; 2025Q3: 130 shares; 2025Q4: 150 shares; 2026Q1: 300 shares; 2026Q2: 147 shares 147 $10.6K <0.01% -153 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 252 shares; 2025Q3: 283 shares; 2025Q4: 323 shares; 2026Q1: 323 shares; 2026Q2: 326 shares 326 $9.19K <0.01% +3 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 27 shares; 2025Q4: 32 shares; 2026Q1: 32 shares; 2026Q2: 36 shares 36 $9.06K <0.01% +4 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 22 shares; 2025Q4: 25 shares; 2026Q1: 50 shares; 2026Q2: 25 shares 25 $8.97K <0.01% -25 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL 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: 36 shares; 2025Q3: 30 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 36 shares 36 $8.74K <0.01% +1 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 74 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 93 shares 93 $8.42K <0.01% +9 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 155 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 156 shares 156 $7.65K <0.01% -42 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 144 shares; 2025Q3: 148 shares; 2025Q4: 168 shares; 2026Q1: 168 shares; 2026Q2: 176 shares 176 $7.35K <0.01% +8 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 33 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 40 shares 40 $6.35K <0.01% -1 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 37 shares; 2025Q4: 39 shares; 2026Q1: 39 shares; 2026Q2: 46 shares 46 $6.3K <0.01% +7 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: not reported; 2025Q2: 108 shares; 2025Q3: 132 shares; 2025Q4: 139 shares; 2026Q1: 139 shares; 2026Q2: 155 shares 155 $4.39K <0.01% +16 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 9 shares; 2025Q4: 10 shares; 2026Q1: 10 shares; 2026Q2: 17 shares 17 $3.65K <0.01% +7 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 26 shares 26 $3.58K <0.01% +1 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS 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: 36 shares; 2025Q3: 20 shares; 2025Q4: 25 shares; 2026Q1: 25 shares; 2026Q2: 32 shares 32 $3.55K <0.01% +7 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72 shares; 2025Q3: 42 shares; 2025Q4: 37 shares; 2026Q1: 37 shares; 2026Q2: 55 shares 55 $3.45K <0.01% +18 Timeline