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: 409,838 shares; 2024Q4: 1,264,776 shares; 2025Q1: 1,282,070 shares; 2025Q2: 1,903,860 shares; 2025Q3: 1,916,215 shares; 2025Q4: 1,985,532 shares; 2026Q1: 1,931,755 shares; 2026Q2: 1,920,120 shares 1,920,120 $56.5M 5.16% -11,635 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: 213,112 shares; 2024Q4: 229,727 shares; 2025Q1: 234,205 shares; 2025Q2: 248,127 shares; 2025Q3: 255,551 shares; 2025Q4: 260,685 shares; 2026Q1: 260,987 shares; 2026Q2: 264,377 shares 264,377 $52.9M 4.83% +3,390 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: 120,849 shares; 2024Q4: 136,889 shares; 2025Q1: 142,495 shares; 2025Q2: 171,644 shares; 2025Q3: 169,054 shares; 2025Q4: 161,137 shares; 2026Q1: 160,569 shares; 2026Q2: 155,184 shares 155,184 $44.9M 4.1% -5,385 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: 84,979 shares; 2025Q2: 94,536 shares; 2025Q3: 98,581 shares; 2025Q4: 103,076 shares; 2026Q1: 104,452 shares; 2026Q2: 103,814 shares 103,814 $44.8M 4.09% -638 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: 77,278 shares; 2024Q4: 79,500 shares; 2025Q1: 80,865 shares; 2025Q2: 82,049 shares; 2025Q3: 83,108 shares; 2025Q4: 83,135 shares; 2026Q1: 83,584 shares; 2026Q2: 83,979 shares 83,979 $42M 3.84% +395 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: 90,165 shares; 2024Q4: 96,385 shares; 2025Q1: 107,862 shares; 2025Q2: 117,447 shares; 2025Q3: 119,901 shares; 2025Q4: 120,652 shares; 2026Q1: 119,494 shares; 2026Q2: 114,957 shares 114,957 $40.6M 3.71% -4,537 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421,994 shares; 2024Q4: 432,703 shares; 2025Q1: 456,175 shares; 2025Q2: 509,526 shares; 2025Q3: 930,288 shares; 2025Q4: 1,065,445 shares; 2026Q1: 1,130,228 shares; 2026Q2: 1,202,085 shares 1,202,085 $38.7M 3.53% +71,857 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: 102,706 shares; 2024Q4: 106,358 shares; 2025Q1: 112,369 shares; 2025Q2: 121,337 shares; 2025Q3: 123,528 shares; 2025Q4: 130,502 shares; 2026Q1: 132,673 shares; 2026Q2: 134,397 shares 134,397 $32M 2.92% +1,724 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: 64,894 shares; 2024Q4: 69,670 shares; 2025Q1: 72,225 shares; 2025Q2: 80,459 shares; 2025Q3: 81,848 shares; 2025Q4: 82,120 shares; 2026Q1: 83,085 shares; 2026Q2: 84,114 shares 84,114 $27.5M 2.51% +1,029 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: 55,233 shares; 2024Q4: 59,388 shares; 2025Q1: 60,763 shares; 2025Q2: 68,141 shares; 2025Q3: 69,539 shares; 2025Q4: 69,237 shares; 2026Q1: 70,340 shares; 2026Q2: 72,583 shares 72,583 $27.1M 2.47% +2,243 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: 3,543 shares; 2024Q4: 6,604 shares; 2025Q1: 15,185 shares; 2025Q2: 31,037 shares; 2025Q3: 33,768 shares; 2025Q4: 35,266 shares; 2026Q1: 35,952 shares; 2026Q2: 38,290 shares 38,290 $26.3M 2.4% +2,338 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: 131,067 shares; 2024Q4: 136,850 shares; 2025Q1: 140,053 shares; 2025Q2: 153,863 shares; 2025Q3: 157,249 shares; 2025Q4: 157,921 shares; 2026Q1: 158,100 shares; 2026Q2: 161,318 shares 161,318 $18.3M 1.67% +3,218 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: 17,524 shares; 2024Q4: 18,233 shares; 2025Q1: 18,246 shares; 2025Q2: 18,291 shares; 2025Q3: 18,131 shares; 2025Q4: 22,052 shares; 2026Q1: 22,494 shares; 2026Q2: 22,870 shares 22,870 $17.1M 1.56% +376 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: 33,396 shares; 2024Q4: 35,743 shares; 2025Q1: 38,682 shares; 2025Q2: 45,102 shares; 2025Q3: 47,272 shares; 2025Q4: 47,557 shares; 2026Q1: 47,924 shares; 2026Q2: 47,886 shares 47,886 $16.4M 1.5% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,695 shares; 2026Q1: 175,198 shares; 2026Q2: 310,180 shares 310,180 $15.8M 1.44% +134,982 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: 13,179 shares; 2024Q4: 13,857 shares; 2025Q1: 13,599 shares; 2025Q2: 17,152 shares; 2025Q3: 17,085 shares; 2025Q4: 16,864 shares; 2026Q1: 16,765 shares; 2026Q2: 16,755 shares 16,755 $15.7M 1.43% -10 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: 71,437 shares; 2024Q4: 75,050 shares; 2025Q1: 83,767 shares; 2025Q2: 100,780 shares; 2025Q3: 104,857 shares; 2025Q4: 112,157 shares; 2026Q1: 114,700 shares; 2026Q2: 117,172 shares 117,172 $15.1M 1.37% +2,472 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: 3,333 shares; 2024Q4: 3,602 shares; 2025Q1: 4,963 shares; 2025Q2: 8,648 shares; 2025Q3: 10,977 shares; 2025Q4: 25,424 shares; 2026Q1: 25,868 shares; 2026Q2: 26,606 shares 26,606 $15M 1.37% +738 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: 3,479 shares; 2024Q4: 6,422 shares; 2025Q1: 22,572 shares; 2025Q2: 28,039 shares; 2025Q3: 32,166 shares; 2025Q4: 35,706 shares; 2026Q1: 36,989 shares; 2026Q2: 38,909 shares 38,909 $14.7M 1.34% +1,920 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,688 shares; 2025Q2: 3,804 shares; 2025Q3: 5,810 shares; 2025Q4: 6,826 shares; 2026Q1: 6,858 shares; 2026Q2: 7,263 shares 7,263 $14.4M 1.32% +405 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,225 shares; 2025Q1: 3,627 shares; 2025Q2: 16,864 shares; 2025Q3: 17,882 shares; 2025Q4: 18,798 shares; 2026Q1: 18,682 shares; 2026Q2: 19,039 shares 19,039 $14M 1.28% +357 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,917 shares; 2025Q3: 109,785 shares; 2025Q4: 122,220 shares; 2026Q1: 123,746 shares; 2026Q2: 360,199 shares 360,199 $13.2M 1.21% +236,453 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: 7,403 shares; 2024Q4: 7,728 shares; 2025Q1: 8,228 shares; 2025Q2: 8,714 shares; 2025Q3: 8,951 shares; 2025Q4: 9,005 shares; 2026Q1: 9,114 shares; 2026Q2: 9,339 shares 9,339 $12.4M 1.14% +225 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: 4,992 shares; 2024Q4: 5,190 shares; 2025Q1: 7,419 shares; 2025Q2: 11,579 shares; 2025Q3: 13,254 shares; 2025Q4: 13,677 shares; 2026Q1: 13,470 shares; 2026Q2: 25,956 shares 25,956 $12.4M 1.13% +12,486 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: 27,910 shares; 2024Q4: 29,151 shares; 2025Q1: 31,059 shares; 2025Q2: 33,978 shares; 2025Q3: 33,165 shares; 2025Q4: 33,375 shares; 2026Q1: 33,622 shares; 2026Q2: 34,111 shares 34,111 $12.4M 1.13% +489 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: 62,907 shares; 2024Q4: 54,258 shares; 2025Q1: 59,080 shares; 2025Q2: 67,749 shares; 2025Q3: 69,984 shares; 2025Q4: 70,251 shares; 2026Q1: 71,149 shares; 2026Q2: 74,013 shares 74,013 $12.3M 1.12% +2,864 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: 10,935 shares; 2024Q4: 35,586 shares; 2025Q1: 39,395 shares; 2025Q2: 45,612 shares; 2025Q3: 46,765 shares; 2025Q4: 47,110 shares; 2026Q1: 47,908 shares; 2026Q2: 48,414 shares 48,414 $12.2M 1.11% +506 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: 23,922 shares; 2024Q4: 25,108 shares; 2025Q1: 26,890 shares; 2025Q2: 32,449 shares; 2025Q3: 30,650 shares; 2025Q4: 31,884 shares; 2026Q1: 32,352 shares; 2026Q2: 32,961 shares 32,961 $11.6M 1.06% +609 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: 3,472 shares; 2024Q4: 3,577 shares; 2025Q1: 3,617 shares; 2025Q2: 3,708 shares; 2025Q3: 3,732 shares; 2025Q4: 3,728 shares; 2026Q1: 3,724 shares; 2026Q2: 3,610 shares 3,610 $11.5M 1.05% -114 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,974 shares 65,974 $11.2M 1.02% new 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: 42,884 shares; 2024Q4: 45,380 shares; 2025Q1: 48,865 shares; 2025Q2: 53,303 shares; 2025Q3: 55,400 shares; 2025Q4: 57,138 shares; 2026Q1: 57,197 shares; 2026Q2: 58,085 shares 58,085 $10.7M 0.98% +888 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: 30,162 shares; 2024Q4: 33,617 shares; 2025Q1: 36,212 shares; 2025Q2: 38,779 shares; 2025Q3: 41,853 shares; 2025Q4: 42,161 shares; 2026Q1: 42,951 shares; 2026Q2: 43,680 shares 43,680 $9.74M 0.89% +729 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: 16,844 shares; 2024Q4: 20,443 shares; 2025Q1: 20,594 shares; 2025Q2: 27,026 shares; 2025Q3: 26,176 shares; 2025Q4: 26,279 shares; 2026Q1: 26,262 shares; 2026Q2: 27,238 shares 27,238 $9.73M 0.89% +976 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: 16,823 shares; 2024Q4: 17,972 shares; 2025Q1: 19,468 shares; 2025Q2: 23,475 shares; 2025Q3: 25,959 shares; 2025Q4: 21,380 shares; 2026Q1: 22,560 shares; 2026Q2: 22,967 shares 22,967 $9.55M 0.87% +407 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: 19,237 shares; 2024Q4: 19,518 shares; 2025Q1: 24,401 shares; 2025Q2: 32,682 shares; 2025Q3: 87,453 shares; 2025Q4: 76,797 shares; 2026Q1: 77,663 shares; 2026Q2: 77,419 shares 77,419 $9.11M 0.83% -244 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,419 shares; 2024Q4: 243,805 shares; 2025Q1: 247,347 shares; 2025Q2: 244,884 shares; 2025Q3: 287,423 shares; 2025Q4: 287,087 shares; 2026Q1: 296,510 shares; 2026Q2: 298,651 shares 298,651 $8.65M 0.79% +2,141 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: 923 shares; 2024Q4: 985 shares; 2025Q1: 971 shares; 2025Q2: 16,455 shares; 2025Q3: 16,204 shares; 2025Q4: 16,207 shares; 2026Q1: 16,230 shares; 2026Q2: 88,704 shares 88,704 $8.17M 0.75% +72,474 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: 9,833 shares; 2024Q4: 10,480 shares; 2025Q1: 11,724 shares; 2025Q2: 14,073 shares; 2025Q3: 14,716 shares; 2025Q4: 14,851 shares; 2026Q1: 15,124 shares; 2026Q2: 15,490 shares 15,490 $7.89M 0.72% +366 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: 1,386 shares; 2025Q2: 3,541 shares; 2025Q3: 17,146 shares; 2025Q4: 16,936 shares; 2026Q1: 17,192 shares; 2026Q2: 17,510 shares 17,510 $7.81M 0.71% +318 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: 40,059 shares; 2024Q4: 43,309 shares; 2025Q1: 47,572 shares; 2025Q2: 52,610 shares; 2025Q3: 55,205 shares; 2025Q4: 56,791 shares; 2026Q1: 57,694 shares; 2026Q2: 61,118 shares 61,118 $7.74M 0.71% +3,424 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: 50,608 shares; 2024Q4: 52,069 shares; 2025Q1: 53,557 shares; 2025Q2: 53,060 shares; 2025Q3: 52,634 shares; 2025Q4: 50,449 shares; 2026Q1: 52,426 shares; 2026Q2: 51,401 shares 51,401 $7.54M 0.69% -1,025 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: 51,131 shares; 2024Q4: 65,093 shares; 2025Q1: 66,101 shares; 2025Q2: 66,217 shares; 2025Q3: 65,801 shares; 2025Q4: 65,401 shares; 2026Q1: 65,657 shares; 2026Q2: 29,210 shares 29,210 $7.42M 0.68% -36,447 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: not reported; 2024Q4: not reported; 2025Q1: 3,179 shares; 2025Q2: 11,378 shares; 2025Q3: 17,454 shares; 2025Q4: 19,188 shares; 2026Q1: 20,296 shares; 2026Q2: 21,314 shares 21,314 $7.27M 0.66% +1,018 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,394 shares; 2024Q4: 4,656 shares; 2025Q1: 5,530 shares; 2025Q2: 6,698 shares; 2025Q3: 7,211 shares; 2025Q4: 7,414 shares; 2026Q1: 7,427 shares; 2026Q2: 67,875 shares 67,875 $7.06M 0.64% +60,448 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: 10,261 shares; 2024Q4: 11,939 shares; 2025Q1: 12,958 shares; 2025Q2: 13,806 shares; 2025Q3: 13,609 shares; 2025Q4: 13,762 shares; 2026Q1: 16,965 shares; 2026Q2: 17,806 shares 17,806 $6.56M 0.6% +841 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: 73,658 shares; 2024Q4: 216,604 shares; 2025Q1: 212,873 shares; 2025Q2: 211,613 shares; 2025Q3: 204,806 shares; 2025Q4: 197,654 shares; 2026Q1: 186,476 shares; 2026Q2: 192,929 shares 192,929 $6.12M 0.56% +6,453 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,761 shares; 2024Q4: 57,791 shares; 2025Q1: 62,516 shares; 2025Q2: 68,217 shares; 2025Q3: 71,246 shares; 2025Q4: 65,705 shares; 2026Q1: 64,850 shares; 2026Q2: 66,973 shares 66,973 $5.94M 0.54% +2,123 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: 32,868 shares; 2024Q4: 35,436 shares; 2025Q1: 39,002 shares; 2025Q2: 46,047 shares; 2025Q3: 46,835 shares; 2025Q4: 42,088 shares; 2026Q1: 40,917 shares; 2026Q2: 43,465 shares 43,465 $5.89M 0.54% +2,548 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: 106,337 shares; 2024Q4: 111,817 shares; 2025Q1: 128,347 shares; 2025Q2: 141,365 shares; 2025Q3: 151,484 shares; 2025Q4: 121,625 shares; 2026Q1: 129,344 shares; 2026Q2: 131,863 shares 131,863 $5.58M 0.51% +2,519 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: 4,178 shares; 2024Q4: 5,952 shares; 2025Q1: 4,773 shares; 2025Q2: 4,461 shares; 2025Q3: 4,808 shares; 2025Q4: 6,475 shares; 2026Q1: 6,915 shares; 2026Q2: 6,776 shares 6,776 $5.06M 0.46% -139 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,964 shares; 2024Q4: 36,346 shares; 2025Q1: 36,386 shares; 2025Q2: 35,780 shares; 2025Q3: 35,779 shares; 2025Q4: 35,770 shares; 2026Q1: 35,769 shares; 2026Q2: 35,769 shares 35,769 $4.97M 0.45% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,755 shares; 2024Q4: 10,780 shares; 2025Q1: 13,365 shares; 2025Q2: 12,862 shares; 2025Q3: 12,853 shares; 2025Q4: 12,853 shares; 2026Q1: 13,034 shares; 2026Q2: 13,223 shares 13,223 $4.89M 0.45% +189 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: 32,600 shares; 2024Q4: 38,456 shares; 2025Q1: 44,725 shares; 2025Q2: 45,604 shares; 2025Q3: 52,539 shares; 2025Q4: 55,981 shares; 2026Q1: 59,395 shares; 2026Q2: 63,741 shares 63,741 $4.81M 0.44% +4,346 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: 18,388 shares; 2025Q1: 18,388 shares; 2025Q2: 18,388 shares; 2025Q3: 18,538 shares; 2025Q4: 18,088 shares; 2026Q1: 18,120 shares; 2026Q2: 18,350 shares 18,350 $4.69M 0.43% +230 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,118 shares 15,118 $4.5M 0.41% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,430 shares; 2024Q4: 97,841 shares; 2025Q1: 97,841 shares; 2025Q2: 97,685 shares; 2025Q3: 97,312 shares; 2025Q4: 95,690 shares; 2026Q1: 95,610 shares; 2026Q2: 94,987 shares 94,987 $4.32M 0.39% -623 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: 19,229 shares; 2024Q4: 20,680 shares; 2025Q1: 22,306 shares; 2025Q2: 24,727 shares; 2025Q3: 26,333 shares; 2025Q4: 25,617 shares; 2026Q1: 25,259 shares; 2026Q2: 25,986 shares 25,986 $4.07M 0.37% +727 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: 2,045 shares; 2024Q4: 2,055 shares; 2025Q1: 2,139 shares; 2025Q2: 2,437 shares; 2025Q3: 3,303 shares; 2025Q4: 3,314 shares; 2026Q1: 3,348 shares; 2026Q2: 3,342 shares 3,342 $4.01M 0.37% -6 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: 114,862 shares; 2024Q4: 114,862 shares; 2025Q1: 114,862 shares; 2025Q2: 115,243 shares; 2025Q3: 114,862 shares; 2025Q4: 114,862 shares; 2026Q1: 114,862 shares; 2026Q2: 130,322 shares 130,322 $3.93M 0.36% +15,460 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,155 shares; 2025Q1: 8,179 shares; 2025Q2: 8,038 shares; 2025Q3: 8,042 shares; 2025Q4: 7,867 shares; 2026Q1: 8,880 shares; 2026Q2: 8,979 shares 8,979 $3.89M 0.36% +99 Timeline DFUS 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: 47,654 shares; 2024Q4: 47,654 shares; 2025Q1: 47,654 shares; 2025Q2: 47,654 shares; 2025Q3: 48,688 shares; 2025Q4: 48,688 shares; 2026Q1: 48,690 shares; 2026Q2: 42,103 shares 42,103 $3.45M 0.31% -6,587 Timeline VIOV 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: 25,728 shares; 2024Q4: 26,749 shares; 2025Q1: 26,706 shares; 2025Q2: 27,780 shares; 2025Q3: 27,805 shares; 2025Q4: 27,922 shares; 2026Q1: 27,982 shares; 2026Q2: 27,992 shares 27,992 $3.28M 0.3% +10 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: 17,606 shares; 2024Q4: 18,792 shares; 2025Q1: 21,806 shares; 2025Q2: 25,720 shares; 2025Q3: 24,857 shares; 2025Q4: 18,257 shares; 2026Q1: 18,622 shares; 2026Q2: 19,261 shares 19,261 $3.15M 0.29% +639 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: 17,760 shares; 2024Q4: 18,742 shares; 2025Q1: 18,577 shares; 2025Q2: 18,532 shares; 2025Q3: 16,129 shares; 2025Q4: 16,280 shares; 2026Q1: 17,005 shares; 2026Q2: 17,088 shares 17,088 $3.09M 0.28% +83 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: 21,152 shares; 2024Q4: 51,291 shares; 2025Q1: 62,504 shares; 2025Q2: 61,891 shares; 2025Q3: 91,163 shares; 2025Q4: 95,469 shares; 2026Q1: 99,513 shares; 2026Q2: 102,637 shares 102,637 $2.84M 0.26% +3,124 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,336 shares; 2024Q4: 4,367 shares; 2025Q1: 5,650 shares; 2025Q2: 7,828 shares; 2025Q3: 7,826 shares; 2025Q4: 8,750 shares; 2026Q1: 9,055 shares; 2026Q2: 8,232 shares 8,232 $2.78M 0.25% -823 Timeline SCHM 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: 24,517 shares; 2024Q4: 84,259 shares; 2025Q1: 82,436 shares; 2025Q2: 81,936 shares; 2025Q3: 78,152 shares; 2025Q4: 80,275 shares; 2026Q1: 75,391 shares; 2026Q2: 75,018 shares 75,018 $2.77M 0.25% -373 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: 3,533 shares; 2024Q4: 3,697 shares; 2025Q1: 4,537 shares; 2025Q2: 4,963 shares; 2025Q3: 6,667 shares; 2025Q4: 7,489 shares; 2026Q1: 7,509 shares; 2026Q2: 6,505 shares 6,505 $2.74M 0.25% -1,004 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: 32,726 shares; 2024Q4: 34,443 shares; 2025Q1: 34,135 shares; 2025Q2: 31,017 shares; 2025Q3: 109,054 shares; 2025Q4: 106,333 shares; 2026Q1: 141,459 shares; 2026Q2: 129,104 shares 129,104 $2.67M 0.24% -12,355 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: 14,459 shares; 2024Q4: 14,009 shares; 2025Q1: 14,673 shares; 2025Q2: 18,739 shares; 2025Q3: 24,116 shares; 2025Q4: 25,358 shares; 2026Q1: 25,512 shares; 2026Q2: 27,623 shares 27,623 $2.64M 0.24% +2,111 Timeline FNDB 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: 28,889 shares; 2024Q4: 86,667 shares; 2025Q1: 86,728 shares; 2025Q2: 86,728 shares; 2025Q3: 86,728 shares; 2025Q4: 86,729 shares; 2026Q1: 86,729 shares; 2026Q2: 86,729 shares 86,729 $2.64M 0.24% 0 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: 8,200 shares; 2024Q4: 8,415 shares; 2025Q1: 8,834 shares; 2025Q2: 11,924 shares; 2025Q3: 11,881 shares; 2025Q4: 11,949 shares; 2026Q1: 12,749 shares; 2026Q2: 13,101 shares 13,101 $2.49M 0.23% +352 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 1,233 shares; 2025Q1: 860 shares; 2025Q2: 3,615 shares; 2025Q3: 3,508 shares; 2025Q4: 3,513 shares; 2026Q1: 3,518 shares; 2026Q2: 3,522 shares 3,522 $2.48M 0.23% +4 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: 10,904 shares; 2024Q4: 11,351 shares; 2025Q1: 12,448 shares; 2025Q2: 14,842 shares; 2025Q3: 14,147 shares; 2025Q4: 11,178 shares; 2026Q1: 11,288 shares; 2026Q2: 11,879 shares 11,879 $2.44M 0.22% +591 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,351 shares; 2024Q4: 122,448 shares; 2025Q1: 131,516 shares; 2025Q2: 107,721 shares; 2025Q3: 87,018 shares; 2025Q4: 81,751 shares; 2026Q1: 79,661 shares; 2026Q2: 69,488 shares 69,488 $2.31M 0.21% -10,173 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: 21,338 shares; 2024Q4: 21,659 shares; 2025Q1: 22,311 shares; 2025Q2: 22,206 shares; 2025Q3: 22,069 shares; 2025Q4: 5,887 shares; 2026Q1: 5,889 shares; 2026Q2: 5,886 shares 5,886 $2.29M 0.21% -3 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: 13,982 shares; 2024Q4: 13,498 shares; 2025Q1: 13,499 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,829 shares; 2026Q1: 9,208 shares; 2026Q2: 10,768 shares 10,768 $2.29M 0.21% +1,560 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,299 shares; 2025Q4: 1,389 shares; 2026Q1: 1,900 shares; 2026Q2: 1,914 shares 1,914 $2.21M 0.2% +14 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,266 shares; 2024Q4: 5,615 shares; 2025Q1: 5,724 shares; 2025Q2: 6,875 shares; 2025Q3: 6,878 shares; 2025Q4: 8,046 shares; 2026Q1: 8,048 shares; 2026Q2: 8,110 shares 8,110 $2.19M 0.2% +62 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,090 shares; 2025Q2: not reported; 2025Q3: 8,813 shares; 2025Q4: 8,763 shares; 2026Q1: 8,373 shares; 2026Q2: 8,065 shares 8,065 $2.18M 0.2% -308 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,472 shares 17,472 $2.15M 0.2% new 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: 3,147 shares; 2024Q4: 3,861 shares; 2025Q1: 5,778 shares; 2025Q2: 5,777 shares; 2025Q3: 5,777 shares; 2025Q4: 11,646 shares; 2026Q1: 10,988 shares; 2026Q2: 11,037 shares 11,037 $2.1M 0.19% +49 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: 2,937 shares; 2024Q4: 2,674 shares; 2025Q1: 2,711 shares; 2025Q2: 2,858 shares; 2025Q3: 2,862 shares; 2025Q4: 28,742 shares; 2026Q1: 29,397 shares; 2026Q2: 29,012 shares 29,012 $2.07M 0.19% -385 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: 11,473 shares; 2024Q4: 11,545 shares; 2025Q1: 11,081 shares; 2025Q2: 12,321 shares; 2025Q3: 12,272 shares; 2025Q4: 12,349 shares; 2026Q1: 12,408 shares; 2026Q2: 12,471 shares 12,471 $1.97M 0.18% +63 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: 5,202 shares; 2024Q4: 5,341 shares; 2025Q1: 5,704 shares; 2025Q2: 8,458 shares; 2025Q3: 12,277 shares; 2025Q4: 12,574 shares; 2026Q1: 13,645 shares; 2026Q2: 13,441 shares 13,441 $1.97M 0.18% -204 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,955 shares; 2024Q4: 44,654 shares; 2025Q1: 45,350 shares; 2025Q2: 45,537 shares; 2025Q3: 45,957 shares; 2025Q4: 52,618 shares; 2026Q1: 53,218 shares; 2026Q2: 53,218 shares 53,218 $1.96M 0.18% 0 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: 5,532 shares; 2024Q4: 6,174 shares; 2025Q1: 20,187 shares; 2025Q2: 20,409 shares; 2025Q3: 20,664 shares; 2025Q4: 21,098 shares; 2026Q1: 21,460 shares; 2026Q2: 21,338 shares 21,338 $1.96M 0.18% -122 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: 4,748 shares; 2024Q4: 4,799 shares; 2025Q1: 4,948 shares; 2025Q2: 6,104 shares; 2025Q3: 7,502 shares; 2025Q4: 7,469 shares; 2026Q1: 7,383 shares; 2026Q2: 8,691 shares 8,691 $1.92M 0.17% +1,308 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: 1,979 shares; 2024Q4: 2,043 shares; 2025Q1: 2,029 shares; 2025Q2: 1,649 shares; 2025Q3: 1,652 shares; 2025Q4: 1,656 shares; 2026Q1: 1,658 shares; 2026Q2: 1,757 shares 1,757 $1.87M 0.17% +99 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: 1,298 shares; 2024Q4: 1,987 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,249 shares; 2025Q4: 1,555 shares; 2026Q1: 1,491 shares; 2026Q2: 3,203 shares 3,203 $1.86M 0.17% +1,712 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: 491 shares; 2025Q1: 530 shares; 2025Q2: 1,579 shares; 2025Q3: 1,877 shares; 2025Q4: 1,818 shares; 2026Q1: 1,934 shares; 2026Q2: 1,925 shares 1,925 $1.85M 0.17% -9 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: 880 shares; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 663 shares; 2025Q3: 965 shares; 2025Q4: 1,764 shares; 2026Q1: 1,774 shares; 2026Q2: 1,508 shares 1,508 $1.77M 0.16% -266 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: 134,906 shares; 2024Q4: 147,798 shares; 2025Q1: 19,332 shares; 2025Q2: 19,820 shares; 2025Q3: 11,361 shares; 2025Q4: 11,396 shares; 2026Q1: 13,595 shares; 2026Q2: 14,376 shares 14,376 $1.69M 0.15% +781 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: 1,052 shares; 2024Q4: 1,140 shares; 2025Q1: 1,111 shares; 2025Q2: 2,042 shares; 2025Q3: 2,100 shares; 2025Q4: 2,112 shares; 2026Q1: 2,221 shares; 2026Q2: 2,130 shares 2,130 $1.63M 0.15% -91 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: 1,746 shares; 2024Q4: 1,920 shares; 2025Q1: 1,973 shares; 2025Q2: 1,767 shares; 2025Q3: 3,667 shares; 2025Q4: 3,807 shares; 2026Q1: 3,819 shares; 2026Q2: 5,350 shares 5,350 $1.59M 0.15% +1,531 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: 14,481 shares; 2024Q4: 15,495 shares; 2025Q1: 15,495 shares; 2025Q2: 16,087 shares; 2025Q3: 16,087 shares; 2025Q4: 16,165 shares; 2026Q1: 16,192 shares; 2026Q2: 17,465 shares 17,465 $1.49M 0.14% +1,273 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: 11,598 shares; 2024Q4: 11,586 shares; 2025Q1: 11,612 shares; 2025Q2: 14,812 shares; 2025Q3: 14,813 shares; 2025Q4: 15,375 shares; 2026Q1: 20,929 shares; 2026Q2: 20,601 shares 20,601 $1.48M 0.14% -328 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: 21,551 shares; 2024Q4: 22,160 shares; 2025Q1: 22,928 shares; 2025Q2: 23,187 shares; 2025Q3: 23,018 shares; 2025Q4: 24,453 shares; 2026Q1: 24,536 shares; 2026Q2: 24,650 shares 24,650 $1.47M 0.13% +114 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: 4,435 shares; 2024Q4: 5,141 shares; 2025Q1: 3,267 shares; 2025Q2: 3,401 shares; 2025Q3: 5,232 shares; 2025Q4: 5,283 shares; 2026Q1: 5,363 shares; 2026Q2: 5,124 shares 5,124 $1.44M 0.13% -239 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME 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: not reported; 2026Q2: 35,128 shares 35,128 $1.43M 0.13% new 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: 913 shares; 2024Q4: 858 shares; 2025Q1: 918 shares; 2025Q2: 1,269 shares; 2025Q3: 1,306 shares; 2025Q4: 1,307 shares; 2026Q1: 1,309 shares; 2026Q2: 1,377 shares 1,377 $1.39M 0.13% +68 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: 7,447 shares; 2024Q4: 7,734 shares; 2025Q1: 8,482 shares; 2025Q2: 12,530 shares; 2025Q3: 12,504 shares; 2025Q4: 12,563 shares; 2026Q1: 12,607 shares; 2026Q2: 15,040 shares 15,040 $1.36M 0.12% +2,433 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,843 shares; 2024Q4: 41,979 shares; 2025Q1: 28,358 shares; 2025Q2: 30,074 shares; 2025Q3: 30,074 shares; 2025Q4: 30,081 shares; 2026Q1: 44,274 shares; 2026Q2: 43,873 shares 43,873 $1.32M 0.12% -401 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: 1,611 shares; 2025Q1: 1,545 shares; 2025Q2: 1,708 shares; 2025Q3: 1,706 shares; 2025Q4: 1,710 shares; 2026Q1: 1,695 shares; 2026Q2: 1,754 shares 1,754 $1.27M 0.12% +59 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: 14,287 shares; 2024Q4: 14,468 shares; 2025Q1: 14,396 shares; 2025Q2: 14,227 shares; 2025Q3: 14,236 shares; 2025Q4: 14,249 shares; 2026Q1: 14,260 shares; 2026Q2: 14,376 shares 14,376 $1.25M 0.11% +116 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: 637 shares; 2024Q4: 639 shares; 2025Q1: 643 shares; 2025Q2: 1,564 shares; 2025Q3: 1,680 shares; 2025Q4: 1,299 shares; 2026Q1: 1,300 shares; 2026Q2: 10,406 shares 10,406 $1.24M 0.11% +9,106 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $1.19M 0.11% 0 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: 10,661 shares; 2024Q4: 12,250 shares; 2025Q1: 11,742 shares; 2025Q2: 12,914 shares; 2025Q3: 13,077 shares; 2025Q4: 13,487 shares; 2026Q1: 13,656 shares; 2026Q2: 14,184 shares 14,184 $1.15M 0.11% +528 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,126 shares; 2025Q1: 20,071 shares; 2025Q2: 20,040 shares; 2025Q3: 22,966 shares; 2025Q4: 29,339 shares; 2026Q1: 43,684 shares; 2026Q2: 44,233 shares 44,233 $1.15M 0.1% +549 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $1.14M 0.1% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,181 shares; 2025Q3: 2,138 shares; 2025Q4: 2,156 shares; 2026Q1: 2,182 shares; 2026Q2: 2,268 shares 2,268 $1.14M 0.1% +86 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: 1,581 shares; 2024Q4: 1,627 shares; 2025Q1: 1,799 shares; 2025Q2: 1,893 shares; 2025Q3: 1,893 shares; 2025Q4: 1,918 shares; 2026Q1: 2,286 shares; 2026Q2: 2,557 shares 2,557 $1.09M 0.1% +271 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,864 shares; 2024Q4: 13,864 shares; 2025Q1: 13,864 shares; 2025Q2: 13,864 shares; 2025Q3: 13,489 shares; 2025Q4: 12,817 shares; 2026Q1: 12,662 shares; 2026Q2: 12,550 shares 12,550 $1.09M 0.1% -112 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,473 shares; 2024Q4: 16,895 shares; 2025Q1: 24,627 shares; 2025Q2: 23,745 shares; 2025Q3: 28,870 shares; 2025Q4: 29,124 shares; 2026Q1: 28,910 shares; 2026Q2: 29,832 shares 29,832 $1.08M 0.1% +922 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,664 shares; 2025Q3: 5,614 shares; 2025Q4: 5,618 shares; 2026Q1: 7,134 shares; 2026Q2: 7,165 shares 7,165 $1.04M 0.09% +31 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,162 shares; 2024Q4: 30,542 shares; 2025Q1: 30,801 shares; 2025Q2: 30,651 shares; 2025Q3: 31,307 shares; 2025Q4: 31,358 shares; 2026Q1: 31,411 shares; 2026Q2: 29,561 shares 29,561 $1.03M 0.09% -1,850 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: 633 shares; 2024Q4: 888 shares; 2025Q1: 958 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,356 shares; 2026Q1: 1,451 shares; 2026Q2: 1,988 shares 1,988 $1.02M 0.09% +537 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 4,269 shares; 2025Q4: 4,401 shares; 2026Q1: 4,228 shares; 2026Q2: 4,837 shares 4,837 $1.01M 0.09% +609 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,343 shares; 2024Q4: 18,941 shares; 2025Q1: 50,054 shares; 2025Q2: 49,997 shares; 2025Q3: 37,935 shares; 2025Q4: 37,872 shares; 2026Q1: 38,217 shares; 2026Q2: 39,294 shares 39,294 $1.01M 0.09% +1,077 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,161 shares; 2024Q4: 3,275 shares; 2025Q1: 3,206 shares; 2025Q2: 3,051 shares; 2025Q3: 3,056 shares; 2025Q4: 3,068 shares; 2026Q1: 2,902 shares; 2026Q2: 2,908 shares 2,908 $1M 0.09% +6 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: 10,353 shares; 2024Q4: 10,788 shares; 2025Q1: 10,592 shares; 2025Q2: 16,141 shares; 2025Q3: 16,272 shares; 2025Q4: 14,736 shares; 2026Q1: 14,646 shares; 2026Q2: 16,247 shares 16,247 $936K 0.09% +1,601 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 2,034 shares; 2025Q1: 2,219 shares; 2025Q2: 2,269 shares; 2025Q3: 2,429 shares; 2025Q4: 2,746 shares; 2026Q1: 2,898 shares; 2026Q2: 11,617 shares 11,617 $936K 0.09% +8,719 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: 3,194 shares; 2024Q4: 3,840 shares; 2025Q1: 3,840 shares; 2025Q2: 3,603 shares; 2025Q3: 3,601 shares; 2025Q4: 3,355 shares; 2026Q1: 3,359 shares; 2026Q2: 3,531 shares 3,531 $920K 0.08% +172 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: 2,588 shares; 2024Q4: 2,589 shares; 2025Q1: 2,590 shares; 2025Q2: 2,592 shares; 2025Q3: 2,561 shares; 2025Q4: 2,564 shares; 2026Q1: 2,563 shares; 2026Q2: 2,575 shares 2,575 $912K 0.08% +12 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: 32,535 shares; 2024Q4: 32,838 shares; 2025Q1: 34,717 shares; 2025Q2: 36,972 shares; 2025Q3: 36,185 shares; 2025Q4: 35,744 shares; 2026Q1: 35,343 shares; 2026Q2: 2,877 shares 2,877 $901K 0.08% -32,466 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: 8,617 shares; 2024Q4: 6,084 shares; 2025Q1: 6,067 shares; 2025Q2: 7,502 shares; 2025Q3: 7,507 shares; 2025Q4: 7,514 shares; 2026Q1: 7,564 shares; 2026Q2: 7,585 shares 7,585 $897K 0.08% +21 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: 2,348 shares; 2024Q4: 2,347 shares; 2025Q1: 2,413 shares; 2025Q2: 3,069 shares; 2025Q3: 2,957 shares; 2025Q4: 2,960 shares; 2026Q1: 4,069 shares; 2026Q2: 4,078 shares 4,078 $891K 0.08% +9 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: 3,261 shares; 2024Q4: 3,268 shares; 2025Q1: 3,447 shares; 2025Q2: 3,461 shares; 2025Q3: 3,569 shares; 2025Q4: 3,913 shares; 2026Q1: 3,915 shares; 2026Q2: 3,916 shares 3,916 $853K 0.08% +1 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: not reported; 2024Q4: 2,027 shares; 2025Q1: 2,027 shares; 2025Q2: 2,027 shares; 2025Q3: 2,027 shares; 2025Q4: 2,028 shares; 2026Q1: 2,029 shares; 2026Q2: 2,034 shares 2,034 $845K 0.08% +5 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,466 shares; 2025Q4: 4,471 shares; 2026Q1: 4,724 shares; 2026Q2: 4,766 shares 4,766 $840K 0.08% +42 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: 2,008 shares; 2025Q1: 1,908 shares; 2025Q2: 1,403 shares; 2025Q3: 1,328 shares; 2025Q4: 1,278 shares; 2026Q1: 1,305 shares; 2026Q2: 1,271 shares 1,271 $834K 0.08% -34 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: 969 shares; 2024Q4: 969 shares; 2025Q1: 1,108 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 1,130 shares; 2026Q1: 1,398 shares; 2026Q2: 1,990 shares 1,990 $810K 0.07% +592 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,507 shares; 2025Q3: 1,946 shares; 2025Q4: 1,948 shares; 2026Q1: 1,948 shares; 2026Q2: 3,169 shares 3,169 $810K 0.07% +1,221 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: 3,710 shares; 2025Q3: 1,147 shares; 2025Q4: 1,147 shares; 2026Q1: 1,147 shares; 2026Q2: 1,953 shares 1,953 $800K 0.07% +806 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,000 shares; 2024Q4: 28,000 shares; 2025Q1: 28,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares; 2026Q2: 28,070 shares 28,070 $792K 0.07% +70 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: 6,123 shares; 2024Q4: 5,960 shares; 2025Q1: 6,887 shares; 2025Q2: 6,987 shares; 2025Q3: 7,004 shares; 2025Q4: 7,025 shares; 2026Q1: 7,021 shares; 2026Q2: 6,264 shares 6,264 $791K 0.07% -757 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,107 shares; 2024Q4: 2,141 shares; 2025Q1: 2,142 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,191 shares; 2026Q1: 2,236 shares; 2026Q2: 2,004 shares 2,004 $770K 0.07% -232 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,042 shares; 2024Q4: 4,192 shares; 2025Q1: 4,142 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,043 shares; 2026Q1: 3,560 shares; 2026Q2: 3,454 shares 3,454 $769K 0.07% -106 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: 4,107 shares; 2024Q4: 4,247 shares; 2025Q1: 4,337 shares; 2025Q2: 4,516 shares; 2025Q3: 4,447 shares; 2025Q4: 4,383 shares; 2026Q1: 5,351 shares; 2026Q2: 5,367 shares 5,367 $768K 0.07% +16 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138 shares; 2024Q4: 1,154 shares; 2025Q1: 1,059 shares; 2025Q2: 2,419 shares; 2025Q3: 3,082 shares; 2025Q4: 3,026 shares; 2026Q1: 3,185 shares; 2026Q2: 3,943 shares 3,943 $751K 0.07% +758 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: 3,713 shares; 2024Q4: 4,225 shares; 2025Q1: 4,225 shares; 2025Q2: 4,225 shares; 2025Q3: 4,117 shares; 2025Q4: 4,357 shares; 2026Q1: 5,401 shares; 2026Q2: 9,591 shares 9,591 $750K 0.07% +4,190 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.07% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,534 shares; 2024Q4: 4,612 shares; 2025Q1: 4,765 shares; 2025Q2: 5,656 shares; 2025Q3: 1,113 shares; 2025Q4: 1,105 shares; 2026Q1: not reported; 2026Q2: 4,439 shares 4,439 $740K 0.07% new 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: 3,015 shares; 2025Q1: 3,023 shares; 2025Q2: 3,031 shares; 2025Q3: 3,039 shares; 2025Q4: 5,157 shares; 2026Q1: 7,012 shares; 2026Q2: 6,385 shares 6,385 $733K 0.07% -627 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: 1,388 shares; 2024Q4: 1,444 shares; 2025Q1: 2,538 shares; 2025Q2: 2,765 shares; 2025Q3: 2,867 shares; 2025Q4: 2,925 shares; 2026Q1: 2,958 shares; 2026Q2: 1,954 shares 1,954 $730K 0.07% -1,004 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,371 shares; 2025Q4: 16,271 shares; 2026Q1: 17,151 shares; 2026Q2: 19,598 shares 19,598 $724K 0.07% +2,447 Timeline PSLV 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: not reported; 2026Q2: 38,314 shares 38,314 $723K 0.07% new Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,500 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 27,000 shares; 2026Q2: 27,000 shares 27,000 $718K 0.07% 0 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: 167,431 shares; 2024Q4: 178,231 shares; 2025Q1: 181,314 shares; 2025Q2: 187,306 shares; 2025Q3: 11,905 shares; 2025Q4: 11,939 shares; 2026Q1: 12,247 shares; 2026Q2: 12,356 shares 12,356 $704K 0.06% +109 Timeline FTEC 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: 1,582 shares; 2024Q4: 1,620 shares; 2025Q1: 2,499 shares; 2025Q2: 2,463 shares; 2025Q3: 2,463 shares; 2025Q4: 2,464 shares; 2026Q1: 2,465 shares; 2026Q2: 2,465 shares 2,465 $704K 0.06% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,595 shares; 2024Q4: 9,608 shares; 2025Q1: 9,608 shares; 2025Q2: 9,508 shares; 2025Q3: 14,694 shares; 2025Q4: 14,593 shares; 2026Q1: 14,985 shares; 2026Q2: 14,577 shares 14,577 $699K 0.06% -408 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: 1,400 shares; 2025Q4: 1,901 shares; 2026Q1: 2,571 shares; 2026Q2: 2,575 shares 2,575 $690K 0.06% +4 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,199 shares; 2024Q4: 9,199 shares; 2025Q1: 9,199 shares; 2025Q2: 9,199 shares; 2025Q3: 9,199 shares; 2025Q4: 9,207 shares; 2026Q1: 9,207 shares; 2026Q2: 9,207 shares 9,207 $690K 0.06% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER 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: 3,840 shares 3,840 $669K 0.06% new 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: 9,563 shares; 2024Q4: 12,343 shares; 2025Q1: 10,497 shares; 2025Q2: 7,303 shares; 2025Q3: 8,682 shares; 2025Q4: 8,715 shares; 2026Q1: 8,718 shares; 2026Q2: 8,618 shares 8,618 $665K 0.06% -100 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970 shares; 2024Q4: 1,941 shares; 2025Q1: 1,941 shares; 2025Q2: 3,212 shares; 2025Q3: 1,752 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares; 2026Q2: 2,180 shares 2,180 $655K 0.06% +427 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: 3,519 shares; 2024Q4: 3,455 shares; 2025Q1: 3,041 shares; 2025Q2: 3,995 shares; 2025Q3: 3,997 shares; 2025Q4: 3,860 shares; 2026Q1: 3,860 shares; 2026Q2: 4,020 shares 4,020 $651K 0.06% +160 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,002 shares; 2024Q4: 116,627 shares; 2025Q1: 137,550 shares; 2025Q2: 153,609 shares; 2025Q3: 147,599 shares; 2025Q4: 121,988 shares; 2026Q1: 120,099 shares; 2026Q2: 11,834 shares 11,834 $646K 0.06% -108,265 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,134 shares; 2025Q3: 4,964 shares; 2025Q4: 5,299 shares; 2026Q1: 5,192 shares; 2026Q2: 7,343 shares 7,343 $644K 0.06% +2,151 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,170 shares; 2025Q1: 3,020 shares; 2025Q2: 3,020 shares; 2025Q3: 3,023 shares; 2025Q4: 3,027 shares; 2026Q1: 3,020 shares; 2026Q2: 3,024 shares 3,024 $641K 0.06% +4 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 1,806 shares; 2025Q4: 1,764 shares; 2026Q1: 3,100 shares; 2026Q2: 3,098 shares 3,098 $622K 0.06% -2 Timeline MEGI NYLIM CBRE GLOBAL More: the full row for NYLIM CBRE GLOBAL Quarterly shares; 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: 40,540 shares 40,540 $616K 0.06% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,617 shares; 2026Q1: 5,607 shares; 2026Q2: 9,987 shares 9,987 $600K 0.05% +4,380 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: 6,089 shares; 2024Q4: 5,397 shares; 2025Q1: 7,020 shares; 2025Q2: 7,236 shares; 2025Q3: 6,362 shares; 2025Q4: 6,352 shares; 2026Q1: 7,094 shares; 2026Q2: 7,257 shares 7,257 $600K 0.05% +163 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: 5,144 shares; 2024Q4: 5,241 shares; 2025Q1: 5,122 shares; 2025Q2: 6,102 shares; 2025Q3: 6,099 shares; 2025Q4: 6,101 shares; 2026Q1: 6,461 shares; 2026Q2: 6,534 shares 6,534 $600K 0.05% +73 Timeline CELC CELCUITY INC More: the full row for CELCUITY 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: 7,875 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares; 2026Q2: 5,704 shares 5,704 $597K 0.05% +529 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: 1,358 shares; 2024Q4: 1,372 shares; 2025Q1: 1,484 shares; 2025Q2: 1,470 shares; 2025Q3: 1,287 shares; 2025Q4: 1,134 shares; 2026Q1: 1,151 shares; 2026Q2: 6,908 shares 6,908 $595K 0.05% +5,757 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,139 shares; 2025Q4: 3,153 shares; 2026Q1: 3,160 shares; 2026Q2: 3,165 shares 3,165 $580K 0.05% +5 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,616 shares; 2025Q2: 10,617 shares; 2025Q3: 14,873 shares; 2025Q4: 15,360 shares; 2026Q1: 15,360 shares; 2026Q2: 15,756 shares 15,756 $571K 0.05% +396 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,046 shares; 2024Q4: 7,046 shares; 2025Q1: 7,046 shares; 2025Q2: 7,046 shares; 2025Q3: 7,046 shares; 2025Q4: 7,046 shares; 2026Q1: 7,046 shares; 2026Q2: 7,046 shares 7,046 $571K 0.05% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,754 shares; 2024Q4: 5,769 shares; 2025Q1: 3,583 shares; 2025Q2: 3,338 shares; 2025Q3: 3,850 shares; 2025Q4: 3,857 shares; 2026Q1: 5,814 shares; 2026Q2: 5,904 shares 5,904 $570K 0.05% +90 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: 14,267 shares; 2024Q4: 15,626 shares; 2025Q1: 17,383 shares; 2025Q2: 17,383 shares; 2025Q3: 17,383 shares; 2025Q4: 17,772 shares; 2026Q1: 17,783 shares; 2026Q2: 17,803 shares 17,803 $569K 0.05% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 5,051 shares; 2025Q4: 8,419 shares; 2026Q1: 11,100 shares; 2026Q2: 9,840 shares 9,840 $556K 0.05% -1,260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109 shares; 2026Q1: 191 shares; 2026Q2: 326 shares 326 $553K 0.05% +135 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: 794 shares; 2024Q4: 794 shares; 2025Q1: 785 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 878 shares; 2026Q1: 878 shares; 2026Q2: 769 shares 769 $548K 0.05% -109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,548 shares; 2026Q1: 1,947 shares; 2026Q2: 1,997 shares 1,997 $543K 0.05% +50 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169 shares; 2026Q2: 1,788 shares 1,788 $539K 0.05% +1,619 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,870 shares 7,870 $537K 0.05% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,274 shares; 2024Q4: 975 shares; 2025Q1: 1,031 shares; 2025Q2: 1,049 shares; 2025Q3: 1,030 shares; 2025Q4: 1,031 shares; 2026Q1: 1,031 shares; 2026Q2: 1,020 shares 1,020 $533K 0.05% -11 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: 1,415 shares; 2024Q4: 1,468 shares; 2025Q1: 1,768 shares; 2025Q2: 1,698 shares; 2025Q3: 1,698 shares; 2025Q4: 1,699 shares; 2026Q1: 1,688 shares; 2026Q2: 1,692 shares 1,692 $532K 0.05% +4 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: not reported; 2024Q4: 1,819 shares; 2025Q1: 1,970 shares; 2025Q2: 2,030 shares; 2025Q3: 3,158 shares; 2025Q4: 3,406 shares; 2026Q1: 3,589 shares; 2026Q2: 3,584 shares 3,584 $532K 0.05% -5 Timeline MINT 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: 5,425 shares; 2025Q3: 5,246 shares; 2025Q4: 5,231 shares; 2026Q1: 5,235 shares; 2026Q2: 5,239 shares 5,239 $528K 0.05% +4 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,498 shares; 2024Q4: 17,828 shares; 2025Q1: 11,508 shares; 2025Q2: 11,473 shares; 2025Q3: 14,074 shares; 2025Q4: 12,831 shares; 2026Q1: 12,812 shares; 2026Q2: 13,807 shares 13,807 $526K 0.05% +995 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,301 shares; 2025Q1: 10,437 shares; 2025Q2: not reported; 2025Q3: 18,205 shares; 2025Q4: 14,189 shares; 2026Q1: 14,212 shares; 2026Q2: 16,763 shares 16,763 $521K 0.05% +2,551 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,523 shares; 2025Q1: 13,523 shares; 2025Q2: 13,523 shares; 2025Q3: 13,523 shares; 2025Q4: 13,537 shares; 2026Q1: 13,523 shares; 2026Q2: 13,523 shares 13,523 $518K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,779 shares; 2025Q3: 6,943 shares; 2025Q4: 6,433 shares; 2026Q1: 6,517 shares; 2026Q2: 8,185 shares 8,185 $515K 0.05% +1,668 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: 523 shares; 2026Q2: 528 shares 528 $510K 0.05% +5 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: not reported; 2024Q4: 5,419 shares; 2025Q1: 5,419 shares; 2025Q2: 5,420 shares; 2025Q3: 5,421 shares; 2025Q4: 5,451 shares; 2026Q1: 6,851 shares; 2026Q2: 8,191 shares 8,191 $508K 0.05% +1,340 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: 2,430 shares; 2024Q4: 2,430 shares; 2025Q1: 2,337 shares; 2025Q2: 2,056 shares; 2025Q3: 2,056 shares; 2025Q4: 2,056 shares; 2026Q1: 2,056 shares; 2026Q2: 2,056 shares 2,056 $498K 0.05% 0 Timeline VSS 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: 2,986 shares; 2024Q4: 2,986 shares; 2025Q1: 3,091 shares; 2025Q2: 3,041 shares; 2025Q3: 3,006 shares; 2025Q4: 3,207 shares; 2026Q1: 3,207 shares; 2026Q2: 3,207 shares 3,207 $495K 0.05% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,276 shares; 2024Q4: 9,208 shares; 2025Q1: 11,781 shares; 2025Q2: 11,586 shares; 2025Q3: 16,090 shares; 2025Q4: 14,609 shares; 2026Q1: 14,616 shares; 2026Q2: 14,618 shares 14,618 $495K 0.05% +2 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,904 shares 5,904 $493K 0.05% new 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: 3,240 shares; 2025Q3: 3,240 shares; 2025Q4: 3,242 shares; 2026Q1: 3,196 shares; 2026Q2: 3,206 shares 3,206 $493K 0.04% +10 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 812 shares; 2024Q4: 814 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 887 shares; 2025Q4: 888 shares; 2026Q1: 818 shares; 2026Q2: 821 shares 821 $473K 0.04% +3 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: 3,418 shares; 2024Q4: 3,377 shares; 2025Q1: 4,277 shares; 2025Q2: 6,743 shares; 2025Q3: 6,607 shares; 2025Q4: 6,610 shares; 2026Q1: 6,262 shares; 2026Q2: 6,295 shares 6,295 $462K 0.04% +33 Timeline HYG 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: 11,633 shares; 2025Q2: 9,903 shares; 2025Q3: 9,979 shares; 2025Q4: 9,997 shares; 2026Q1: 10,572 shares; 2026Q2: 5,752 shares 5,752 $460K 0.04% -4,820 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,361 shares; 2025Q1: 5,570 shares; 2025Q2: 6,872 shares; 2025Q3: 7,187 shares; 2025Q4: 7,620 shares; 2026Q1: 7,471 shares; 2026Q2: 7,530 shares 7,530 $455K 0.04% +59 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 367 shares; 2025Q3: 367 shares; 2025Q4: 368 shares; 2026Q1: 401 shares; 2026Q2: 398 shares 398 $450K 0.04% -3 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 4,996 shares; 2025Q1: 5,003 shares; 2025Q2: 14,720 shares; 2025Q3: 14,090 shares; 2025Q4: 14,124 shares; 2026Q1: 14,247 shares; 2026Q2: 14,196 shares 14,196 $449K 0.04% -51 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: 2,672 shares; 2024Q4: 2,672 shares; 2025Q1: 2,672 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares; 2026Q1: 2,671 shares; 2026Q2: 2,693 shares 2,693 $441K 0.04% +22 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,291 shares; 2025Q4: 1,293 shares; 2026Q1: 1,306 shares; 2026Q2: 1,322 shares 1,322 $436K 0.04% +16 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,521 shares; 2025Q1: 5,521 shares; 2025Q2: 5,385 shares; 2025Q3: 7,057 shares; 2025Q4: 7,057 shares; 2026Q1: 7,057 shares; 2026Q2: 7,057 shares 7,057 $436K 0.04% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,267 shares; 2025Q3: 14,267 shares; 2025Q4: 15,382 shares; 2026Q1: 15,982 shares; 2026Q2: 24,943 shares 24,943 $431K 0.04% +8,961 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: 1,963 shares; 2024Q4: 2,279 shares; 2025Q1: 2,196 shares; 2025Q2: 2,252 shares; 2025Q3: 2,202 shares; 2025Q4: 2,203 shares; 2026Q1: 2,259 shares; 2026Q2: 2,544 shares 2,544 $430K 0.04% +285 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,605 shares; 2025Q3: 16,099 shares; 2025Q4: 22,400 shares; 2026Q1: 22,412 shares; 2026Q2: 22,423 shares 22,423 $429K 0.04% +11 Timeline VEU 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: 7,571 shares; 2024Q4: 7,572 shares; 2025Q1: 7,332 shares; 2025Q2: 4,781 shares; 2025Q3: 4,781 shares; 2025Q4: 4,783 shares; 2026Q1: 5,051 shares; 2026Q2: 5,052 shares 5,052 $423K 0.04% +1 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,867 shares; 2024Q4: 4,985 shares; 2025Q1: 4,711 shares; 2025Q2: 4,902 shares; 2025Q3: 4,823 shares; 2025Q4: 4,843 shares; 2026Q1: 4,937 shares; 2026Q2: 4,117 shares 4,117 $421K 0.04% -820 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: 1,874 shares 1,874 $420K 0.04% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,874 shares 1,874 $414K 0.04% new Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP 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: 17,000 shares; 2026Q1: 17,000 shares; 2026Q2: 17,000 shares 17,000 $414K 0.04% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,071 shares; 2025Q4: 1,066 shares; 2026Q1: 1,413 shares; 2026Q2: 1,576 shares 1,576 $411K 0.04% +163 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: 4,470 shares; 2024Q4: 4,412 shares; 2025Q1: 4,190 shares; 2025Q2: 3,766 shares; 2025Q3: 3,766 shares; 2025Q4: 3,766 shares; 2026Q1: 3,771 shares; 2026Q2: 3,777 shares 3,777 $408K 0.04% +6 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,027 shares; 2025Q3: 3,040 shares; 2025Q4: 2,984 shares; 2026Q1: 3,284 shares; 2026Q2: 3,685 shares 3,685 $405K 0.04% +401 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,255 shares; 2025Q4: 2,319 shares; 2026Q1: 2,256 shares; 2026Q2: 2,514 shares 2,514 $399K 0.04% +258 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: 163,770 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,772 shares; 2025Q3: 8,519 shares; 2025Q4: 8,857 shares; 2026Q1: 18,347 shares; 2026Q2: 16,501 shares 16,501 $397K 0.04% -1,846 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,202 shares; 2024Q4: 20,205 shares; 2025Q1: 20,205 shares; 2025Q2: 20,205 shares; 2025Q3: 24,707 shares; 2025Q4: 24,575 shares; 2026Q1: 24,575 shares; 2026Q2: 24,252 shares 24,252 $397K 0.04% -323 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: 2,314 shares 2,314 $395K 0.04% new Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63 shares; 2024Q4: 64 shares; 2025Q1: 58 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 76 shares; 2026Q1: 86 shares; 2026Q2: 2,179 shares 2,179 $388K 0.04% +2,093 Timeline FPI FARMLAND PARTNERS INC More: the full row for FARMLAND PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,977 shares; 2024Q4: 39,977 shares; 2025Q1: 39,977 shares; 2025Q2: 39,977 shares; 2025Q3: 39,977 shares; 2025Q4: 39,977 shares; 2026Q1: 39,977 shares; 2026Q2: 39,977 shares 39,977 $387K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 789 shares; 2026Q2: 1,617 shares 1,617 $386K 0.04% +828 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: 4,470 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,605 shares; 2025Q4: 3,619 shares; 2026Q1: 3,665 shares; 2026Q2: 3,679 shares 3,679 $381K 0.03% +14 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,045 shares; 2026Q1: 3,994 shares; 2026Q2: 3,955 shares 3,955 $372K 0.03% -39 Timeline VT 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: 2,206 shares; 2024Q4: 2,355 shares; 2025Q1: 2,358 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,360 shares; 2026Q1: 2,360 shares; 2026Q2: 2,360 shares 2,360 $370K 0.03% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 3,749 shares; 2025Q4: 3,831 shares; 2026Q1: 3,718 shares; 2026Q2: 3,838 shares 3,838 $369K 0.03% +120 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,792 shares; 2024Q4: 6,430 shares; 2025Q1: 6,237 shares; 2025Q2: 6,301 shares; 2025Q3: 6,150 shares; 2025Q4: 6,135 shares; 2026Q1: 6,157 shares; 2026Q2: 6,374 shares 6,374 $369K 0.03% +217 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 566 shares; 2026Q1: 560 shares; 2026Q2: 576 shares 576 $365K 0.03% +16 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares; 2026Q2: 2,205 shares 2,205 $363K 0.03% +5 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,000 shares; 2025Q1: 33,118 shares; 2025Q2: 30,118 shares; 2025Q3: 30,118 shares; 2025Q4: 30,118 shares; 2026Q1: 30,118 shares; 2026Q2: 30,118 shares 30,118 $362K 0.03% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 3,769 shares 3,769 $358K 0.03% new Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING 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: not reported; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares; 2026Q2: 6,200 shares 6,200 $358K 0.03% 0 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: 3,324 shares; 2024Q4: 3,074 shares; 2025Q1: 3,104 shares; 2025Q2: 3,104 shares; 2025Q3: 3,415 shares; 2025Q4: 3,423 shares; 2026Q1: 3,473 shares; 2026Q2: 3,848 shares 3,848 $355K 0.03% +375 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,167 shares; 2025Q2: 6,027 shares; 2025Q3: 7,250 shares; 2025Q4: 6,439 shares; 2026Q1: 6,457 shares; 2026Q2: 6,457 shares 6,457 $350K 0.03% 0 Timeline SCHK 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: 9,596 shares; 2024Q4: 19,194 shares; 2025Q1: 9,105 shares; 2025Q2: 9,109 shares; 2025Q3: 11,648 shares; 2025Q4: 9,552 shares; 2026Q1: 9,523 shares; 2026Q2: 9,513 shares 9,513 $343K 0.03% -10 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares 693 $340K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,665 shares; 2026Q1: 2,713 shares; 2026Q2: 2,900 shares 2,900 $338K 0.03% +187 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,978 shares; 2026Q1: 1,934 shares; 2026Q2: 2,407 shares 2,407 $337K 0.03% +473 Timeline SPSB 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: 11,200 shares; 2026Q2: 11,200 shares 11,200 $336K 0.03% 0 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: 4,022 shares 4,022 $335K 0.03% new 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: 2,551 shares; 2024Q4: 2,516 shares; 2025Q1: 2,534 shares; 2025Q2: 2,267 shares; 2025Q3: 2,042 shares; 2025Q4: 2,044 shares; 2026Q1: 2,138 shares; 2026Q2: 2,446 shares 2,446 $335K 0.03% +308 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: 3,471 shares; 2024Q4: 3,396 shares; 2025Q1: 1,332 shares; 2025Q2: 1,332 shares; 2025Q3: 1,332 shares; 2025Q4: 1,092 shares; 2026Q1: 1,092 shares; 2026Q2: 1,212 shares 1,212 $334K 0.03% +120 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 352 shares; 2025Q2: 361 shares; 2025Q3: 345 shares; 2025Q4: 358 shares; 2026Q1: 353 shares; 2026Q2: 438 shares 438 $331K 0.03% +85 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,217 shares; 2025Q3: 1,370 shares; 2025Q4: 1,323 shares; 2026Q1: 1,331 shares; 2026Q2: 1,377 shares 1,377 $327K 0.03% +46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,507 shares; 2025Q3: 3,507 shares; 2025Q4: 3,510 shares; 2026Q1: 3,510 shares; 2026Q2: 3,530 shares 3,530 $324K 0.03% +20 Timeline IBB 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: 1,763 shares; 2025Q3: 1,662 shares; 2025Q4: 1,664 shares; 2026Q1: 1,665 shares; 2026Q2: 1,682 shares 1,682 $320K 0.03% +17 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,913 shares; 2025Q2: 2,132 shares; 2025Q3: 2,164 shares; 2025Q4: 2,271 shares; 2026Q1: 2,383 shares; 2026Q2: 1,456 shares 1,456 $315K 0.03% -927 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,023 shares; 2024Q4: 1,023 shares; 2025Q1: 1,161 shares; 2025Q2: 1,070 shares; 2025Q3: 1,080 shares; 2025Q4: 1,190 shares; 2026Q1: 1,216 shares; 2026Q2: 1,267 shares 1,267 $315K 0.03% +51 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; 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: 959 shares; 2026Q1: 1,706 shares; 2026Q2: 2,039 shares 2,039 $314K 0.03% +333 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 771 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 788 shares 788 $313K 0.03% new 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: 438 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 619 shares; 2025Q3: 611 shares; 2025Q4: 610 shares; 2026Q1: 621 shares; 2026Q2: 614 shares 614 $313K 0.03% -7 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,281 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 3,291 shares 3,291 $307K 0.03% +6 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: 7,420 shares; 2024Q4: 7,901 shares; 2025Q1: 8,681 shares; 2025Q2: 10,131 shares; 2025Q3: 10,602 shares; 2025Q4: 52,018 shares; 2026Q1: 49,854 shares; 2026Q2: 3,092 shares 3,092 $307K 0.03% -46,762 Timeline EQT EQT CORP More: the full row for EQT 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: 3,320 shares; 2026Q2: 5,747 shares 5,747 $306K 0.03% +2,427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,998 shares; 2026Q2: 4,085 shares 4,085 $304K 0.03% +87 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,120 shares 1,120 $301K 0.03% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,451 shares 1,451 $300K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,934 shares; 2026Q1: 1,858 shares; 2026Q2: 1,944 shares 1,944 $294K 0.03% +86 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 1,850 shares; 2025Q1: not reported; 2025Q2: 2,129 shares; 2025Q3: 2,129 shares; 2025Q4: 2,130 shares; 2026Q1: 2,130 shares; 2026Q2: 2,133 shares 2,133 $293K 0.03% +3 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,141 shares; 2024Q4: 3,152 shares; 2025Q1: 3,162 shares; 2025Q2: 3,172 shares; 2025Q3: 3,180 shares; 2025Q4: 3,190 shares; 2026Q1: 3,200 shares; 2026Q2: 3,209 shares 3,209 $291K 0.03% +9 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,884 shares; 2024Q4: 4,821 shares; 2025Q1: 5,597 shares; 2025Q2: 5,249 shares; 2025Q3: 4,993 shares; 2025Q4: 4,243 shares; 2026Q1: 3,643 shares; 2026Q2: 3,743 shares 3,743 $290K 0.03% +100 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 898 shares; 2025Q2: 945 shares; 2025Q3: 1,543 shares; 2025Q4: 1,620 shares; 2026Q1: 1,788 shares; 2026Q2: 2,366 shares 2,366 $290K 0.03% +578 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: 1,143 shares; 2024Q4: 1,531 shares; 2025Q1: 1,127 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,061 shares; 2026Q1: 1,660 shares; 2026Q2: 1,905 shares 1,905 $288K 0.03% +245 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,725 shares; 2025Q2: 3,725 shares; 2025Q3: not reported; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares; 2026Q2: 3,725 shares 3,725 $284K 0.03% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,458 shares; 2025Q1: 2,651 shares; 2025Q2: not reported; 2025Q3: 1,949 shares; 2025Q4: 2,071 shares; 2026Q1: 2,386 shares; 2026Q2: 2,386 shares 2,386 $284K 0.03% 0 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: 1,478 shares; 2026Q2: 1,807 shares 1,807 $283K 0.03% +329 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,097 shares; 2026Q1: 1,099 shares; 2026Q2: 1,156 shares 1,156 $281K 0.03% +57 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: not reported; 2025Q4: not reported; 2026Q1: 2,474 shares; 2026Q2: 2,480 shares 2,480 $277K 0.03% +6 Timeline VGK 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: 3,121 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,335 shares; 2026Q1: 3,129 shares; 2026Q2: 3,129 shares 3,129 $277K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,825 shares; 2025Q4: 3,820 shares; 2026Q1: 3,822 shares; 2026Q2: 3,829 shares 3,829 $277K 0.03% +7 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,760 shares; 2025Q4: 1,760 shares; 2026Q1: 1,760 shares; 2026Q2: 1,760 shares 1,760 $273K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $272K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,796 shares; 2025Q4: 3,749 shares; 2026Q1: 3,823 shares; 2026Q2: 3,816 shares 3,816 $272K 0.02% -7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,972 shares 1,972 $271K 0.02% 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: 1,146 shares; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,086 shares; 2025Q4: 1,088 shares; 2026Q1: 1,089 shares; 2026Q2: 1,090 shares 1,090 $268K 0.02% +1 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL 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: 2,360 shares; 2026Q2: 2,360 shares 2,360 $261K 0.02% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,730 shares; 2024Q4: 10,972 shares; 2025Q1: 11,229 shares; 2025Q2: 11,508 shares; 2025Q3: 11,780 shares; 2025Q4: 12,061 shares; 2026Q1: 12,359 shares; 2026Q2: 12,664 shares 12,664 $260K 0.02% +305 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $260K 0.02% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 326 shares; 2025Q3: 326 shares; 2025Q4: 326 shares; 2026Q1: 326 shares; 2026Q2: 326 shares 326 $258K 0.02% 0 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: not reported; 2026Q2: 1,343 shares 1,343 $255K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,447 shares; 2025Q4: not reported; 2026Q1: 3,322 shares; 2026Q2: 3,325 shares 3,325 $254K 0.02% +3 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 319 shares; 2026Q2: 319 shares 319 $254K 0.02% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,078 shares; 2025Q3: 842 shares; 2025Q4: 844 shares; 2026Q1: 844 shares; 2026Q2: 842 shares 842 $252K 0.02% -2 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares; 2026Q2: 1,021 shares 1,021 $251K 0.02% +12 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 669 shares; 2024Q4: 670 shares; 2025Q1: 670 shares; 2025Q2: 671 shares; 2025Q3: 672 shares; 2025Q4: 680 shares; 2026Q1: 707 shares; 2026Q2: 703 shares 703 $251K 0.02% -4 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: 1,636 shares; 2024Q4: 1,067 shares; 2025Q1: 1,067 shares; 2025Q2: 1,034 shares; 2025Q3: 1,054 shares; 2025Q4: 1,124 shares; 2026Q1: 1,071 shares; 2026Q2: 1,061 shares 1,061 $251K 0.02% -10 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,146 shares; 2026Q2: 4,735 shares 4,735 $250K 0.02% +589 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 621 shares; 2026Q2: 621 shares 621 $249K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,447 shares; 2025Q4: 1,854 shares; 2026Q1: not reported; 2026Q2: 2,453 shares 2,453 $246K 0.02% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,202 shares; 2026Q2: 2,561 shares 2,561 $242K 0.02% -2,641 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 1,398 shares; 2025Q4: 1,329 shares; 2026Q1: 1,324 shares; 2026Q2: 1,324 shares 1,324 $241K 0.02% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,966 shares; 2025Q2: 6,966 shares; 2025Q3: 6,966 shares; 2025Q4: 6,966 shares; 2026Q1: 6,966 shares; 2026Q2: 6,966 shares 6,966 $241K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 2,237 shares; 2025Q2: 3,012 shares; 2025Q3: 2,501 shares; 2025Q4: 2,538 shares; 2026Q1: 2,690 shares; 2026Q2: 2,442 shares 2,442 $240K 0.02% -248 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: 1,113 shares; 2025Q3: 817 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 820 shares 820 $238K 0.02% +1 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,995 shares 7,995 $238K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,102 shares; 2026Q2: 2,130 shares 2,130 $236K 0.02% +28 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS 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: 4,478 shares; 2026Q2: 4,496 shares 4,496 $227K 0.02% +18 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: not reported; 2025Q3: 2,023 shares; 2025Q4: 2,448 shares; 2026Q1: 2,458 shares; 2026Q2: 2,470 shares 2,470 $224K 0.02% +12 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,997 shares; 2026Q1: 3,393 shares; 2026Q2: 3,427 shares 3,427 $220K 0.02% +34 Timeline GSK GSK PLC More: the full row for GSK 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: 4,193 shares 4,193 $220K 0.02% new 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: 729 shares; 2024Q4: 729 shares; 2025Q1: 779 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 730 shares; 2026Q1: 664 shares; 2026Q2: 695 shares 695 $219K 0.02% +31 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,208 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,219 shares 1,219 $218K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,751 shares; 2025Q4: 5,767 shares; 2026Q1: 5,786 shares; 2026Q2: 4,577 shares 4,577 $218K 0.02% -1,209 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840 shares; 2024Q4: 840 shares; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 840 shares; 2025Q4: 841 shares; 2026Q1: 824 shares; 2026Q2: 829 shares 829 $217K 0.02% +5 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,291 shares 4,291 $214K 0.02% new 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: not reported; 2026Q2: 3,711 shares 3,711 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 921 shares 921 $209K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 14,375 shares; 2025Q2: 14,354 shares; 2025Q3: 15,494 shares; 2025Q4: 14,738 shares; 2026Q1: not reported; 2026Q2: 8,757 shares 8,757 $207K 0.02% new Timeline IJK 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: 1,765 shares 1,765 $207K 0.02% new 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: 2,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,698 shares 1,698 $206K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,078 shares; 2026Q2: 3,828 shares 3,828 $203K 0.02% -250 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 511 shares 511 $201K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,807 shares; 2024Q4: 100,926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,439 shares 1,439 $201K 0.02% new Timeline KRUS KURA SUSHI USA INC More: the full row for KURA SUSHI USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,543 shares; 2024Q4: 4,543 shares; 2025Q1: not reported; 2025Q2: 4,286 shares; 2025Q3: 3,420 shares; 2025Q4: not reported; 2026Q1: 3,388 shares; 2026Q2: 3,488 shares 3,488 $201K 0.02% +100 Timeline RKT ROCKET COS INC More: the full row for ROCKET 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: 10,029 shares; 2025Q3: 10,029 shares; 2025Q4: 10,440 shares; 2026Q1: 11,138 shares; 2026Q2: 11,403 shares 11,403 $180K 0.02% +265 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 13,910 shares; 2025Q4: 8,365 shares; 2026Q1: not reported; 2026Q2: 12,465 shares 12,465 $166K 0.02% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,224 shares; 2024Q4: 9,287 shares; 2025Q1: 9,263 shares; 2025Q2: 6,545 shares; 2025Q3: 8,798 shares; 2025Q4: 8,798 shares; 2026Q1: 14,338 shares; 2026Q2: 14,323 shares 14,323 $162K 0.01% -15 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,555 shares; 2024Q4: 9,580 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,352 shares; 2025Q4: 10,932 shares; 2026Q1: 10,692 shares; 2026Q2: 12,317 shares 12,317 $157K 0.01% +1,625 Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 26,000 shares; 2026Q1: 28,000 shares; 2026Q2: 17,000 shares 17,000 $138K 0.01% -11,000 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 23,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 39,000 shares; 2025Q4: 39,000 shares; 2026Q1: 39,000 shares; 2026Q2: 39,000 shares 39,000 $130K 0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $59.7K 0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 29,000 shares; 2025Q2: not reported; 2025Q3: 27,100 shares; 2025Q4: 27,100 shares; 2026Q1: 27,100 shares; 2026Q2: 27,100 shares 27,100 $51.5K <0.01% 0 Timeline