NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 93,000 shares; 2025Q1: 90,197 shares; 2025Q2: 89,836 shares; 2025Q3: 89,247 shares; 2025Q4: 86,643 shares; 2026Q1: 84,873 shares; 2026Q2: 84,617 shares 84,617 $16.9M 11.52% -256 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: not loaded; 2024Q4: 10,693 shares; 2025Q1: 10,444 shares; 2025Q2: 10,444 shares; 2025Q3: 10,701 shares; 2025Q4: 10,935 shares; 2026Q1: 11,266 shares; 2026Q2: 11,661 shares 11,661 $8.01M 5.45% +395 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: not loaded; 2024Q4: 70,672 shares; 2025Q1: 65,095 shares; 2025Q2: 64,516 shares; 2025Q3: 63,410 shares; 2025Q4: 62,479 shares; 2026Q1: 59,848 shares; 2026Q2: 62,256 shares 62,256 $7.88M 5.36% +2,408 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 loaded; 2024Q4: 158,599 shares; 2025Q1: 158,271 shares; 2025Q2: 156,293 shares; 2025Q3: 155,598 shares; 2025Q4: 155,033 shares; 2026Q1: 154,404 shares; 2026Q2: 148,329 shares 148,329 $7.39M 5.03% -6,075 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: not loaded; 2024Q4: 23,333 shares; 2025Q1: 23,105 shares; 2025Q2: 22,089 shares; 2025Q3: 21,722 shares; 2025Q4: 22,170 shares; 2026Q1: 20,447 shares; 2026Q2: 20,173 shares 20,173 $5.84M 3.97% -274 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: not loaded; 2024Q4: 15,833 shares; 2025Q1: 15,839 shares; 2025Q2: 16,138 shares; 2025Q3: 16,697 shares; 2025Q4: 17,250 shares; 2026Q1: 17,174 shares; 2026Q2: 16,554 shares 16,554 $4.73M 3.22% -620 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: not loaded; 2024Q4: 3,207 shares; 2025Q1: 3,181 shares; 2025Q2: 3,172 shares; 2025Q3: 3,165 shares; 2025Q4: 3,152 shares; 2026Q1: 3,144 shares; 2026Q2: 3,098 shares 3,098 $3.72M 2.53% -46 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 loaded; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,186 shares; 2025Q3: 1,185 shares; 2025Q4: 1,220 shares; 2026Q1: 1,202 shares; 2026Q2: 12,121 shares 12,121 $3.66M 2.49% +10,919 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: not loaded; 2024Q4: 4,796 shares; 2025Q1: 4,727 shares; 2025Q2: 4,916 shares; 2025Q3: 4,898 shares; 2025Q4: 4,798 shares; 2026Q1: 4,502 shares; 2026Q2: 4,572 shares 4,572 $3.49M 2.37% +70 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,843 shares; 2025Q1: 13,818 shares; 2025Q2: 13,792 shares; 2025Q3: 13,823 shares; 2025Q4: 13,823 shares; 2026Q1: 13,834 shares; 2026Q2: 13,779 shares 13,779 $3.04M 2.07% -55 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,843 shares; 2025Q1: 5,404 shares; 2025Q2: 5,304 shares; 2025Q3: 6,042 shares; 2025Q4: 5,961 shares; 2026Q1: 5,618 shares; 2026Q2: 5,583 shares 5,583 $2.88M 1.96% -35 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,898 shares; 2025Q3: 8,525 shares; 2025Q4: 9,149 shares; 2026Q1: 9,470 shares; 2026Q2: 9,437 shares 9,437 $2.86M 1.95% -33 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: not loaded; 2024Q4: 9,154 shares; 2025Q1: 7,932 shares; 2025Q2: 7,864 shares; 2025Q3: 7,859 shares; 2025Q4: 7,862 shares; 2026Q1: 7,712 shares; 2026Q2: 7,650 shares 7,650 $2.85M 1.94% -62 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: not loaded; 2024Q4: 12,018 shares; 2025Q1: 11,606 shares; 2025Q2: 11,585 shares; 2025Q3: 11,995 shares; 2025Q4: 11,732 shares; 2026Q1: 11,661 shares; 2026Q2: 11,750 shares 11,750 $2.8M 1.91% +89 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,928 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,575 shares; 2025Q4: 2,575 shares; 2026Q1: 3,328 shares; 2026Q2: 6,991 shares 6,991 $2.34M 1.59% +3,663 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,208 shares; 2025Q1: 7,212 shares; 2025Q2: 7,192 shares; 2025Q3: 6,959 shares; 2025Q4: 7,140 shares; 2026Q1: 6,940 shares; 2026Q2: 26,894 shares 26,894 $2.17M 1.47% +19,954 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: not loaded; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,863 shares; 2026Q1: 1,966 shares; 2026Q2: 2,013 shares 2,013 $2.14M 1.46% +47 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares; 2026Q2: 6,953 shares 6,953 $1.98M 1.35% +5,300 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,175 shares; 2025Q4: 1,151 shares; 2026Q1: 1,455 shares; 2026Q2: 1,663 shares 1,663 $1.92M 1.31% +208 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,507 shares; 2025Q1: 7,684 shares; 2025Q2: 7,507 shares; 2025Q3: 7,372 shares; 2025Q4: 7,172 shares; 2026Q1: 7,180 shares; 2026Q2: 7,057 shares 7,057 $1.78M 1.21% -123 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,345 shares; 2025Q1: 13,315 shares; 2025Q2: 13,080 shares; 2025Q3: 13,080 shares; 2025Q4: 12,341 shares; 2026Q1: 12,401 shares; 2026Q2: 12,604 shares 12,604 $1.72M 1.17% +203 Timeline SPMO 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,819 shares; 2025Q3: 7,513 shares; 2025Q4: 9,188 shares; 2026Q1: 9,658 shares; 2026Q2: 10,134 shares 10,134 $1.64M 1.11% +476 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 loaded; 2024Q4: 36,966 shares; 2025Q1: 36,266 shares; 2025Q2: 35,416 shares; 2025Q3: 34,166 shares; 2025Q4: 33,666 shares; 2026Q1: 33,666 shares; 2026Q2: 33,566 shares 33,566 $1.6M 1.09% -100 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: not loaded; 2024Q4: 7,950 shares; 2025Q1: 7,800 shares; 2025Q2: 2,142 shares; 2025Q3: 2,146 shares; 2025Q4: 2,145 shares; 2026Q1: 2,150 shares; 2026Q2: 2,149 shares 2,149 $1.58M 1.08% -1 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,257 shares; 2025Q1: 13,482 shares; 2025Q2: 13,217 shares; 2025Q3: 12,943 shares; 2025Q4: 12,828 shares; 2026Q1: 12,378 shares; 2026Q2: 12,303 shares 12,303 $1.41M 0.96% -75 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: not loaded; 2024Q4: 2,873 shares; 2025Q1: 2,896 shares; 2025Q2: 2,847 shares; 2025Q3: 2,822 shares; 2025Q4: 2,662 shares; 2026Q1: 2,534 shares; 2026Q2: 2,504 shares 2,504 $1.25M 0.85% -30 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,268 shares; 2025Q1: 11,268 shares; 2025Q2: 11,233 shares; 2025Q3: 10,849 shares; 2025Q4: 10,742 shares; 2026Q1: 10,642 shares; 2026Q2: 10,642 shares 10,642 $1.25M 0.85% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,350 shares; 2025Q1: 1,298 shares; 2025Q2: 1,196 shares; 2025Q3: 3,529 shares; 2025Q4: 3,326 shares; 2026Q1: 3,205 shares; 2026Q2: 3,205 shares 3,205 $1.13M 0.77% 0 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: not loaded; 2024Q4: 9,171 shares; 2025Q1: 9,180 shares; 2025Q2: 8,764 shares; 2025Q3: 8,775 shares; 2025Q4: 8,784 shares; 2026Q1: 8,792 shares; 2026Q2: 8,800 shares 8,800 $1.13M 0.77% +8 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,875 shares; 2025Q1: 9,325 shares; 2025Q2: 10,070 shares; 2025Q3: 10,070 shares; 2025Q4: 10,005 shares; 2026Q1: 9,505 shares; 2026Q2: 9,505 shares 9,505 $1.13M 0.77% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,932 shares; 2025Q3: 2,907 shares; 2025Q4: 2,682 shares; 2026Q1: 2,532 shares; 2026Q2: 2,633 shares 2,633 $1.1M 0.75% +101 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: not loaded; 2024Q4: 4,189 shares; 2025Q1: 4,188 shares; 2025Q2: 4,190 shares; 2025Q3: 4,153 shares; 2025Q4: 4,174 shares; 2026Q1: 4,177 shares; 2026Q2: 4,207 shares 4,207 $1.07M 0.73% +30 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: not loaded; 2024Q4: 2,714 shares; 2025Q1: 2,803 shares; 2025Q2: 2,828 shares; 2025Q3: 2,828 shares; 2025Q4: 2,776 shares; 2026Q1: 2,514 shares; 2026Q2: 2,535 shares 2,535 $1.07M 0.73% +21 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,430 shares; 2025Q1: 2,720 shares; 2025Q2: 2,783 shares; 2025Q3: 2,858 shares; 2025Q4: 2,916 shares; 2026Q1: 2,903 shares; 2026Q2: 2,804 shares 2,804 $1.03M 0.7% -99 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,530 shares; 2025Q1: not reported; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,040 shares; 2026Q1: 3,830 shares; 2026Q2: 3,905 shares 3,905 $994K 0.68% +75 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,680 shares; 2025Q3: 10,680 shares; 2025Q4: 9,705 shares; 2026Q1: 9,705 shares; 2026Q2: 9,705 shares 9,705 $992K 0.68% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,492 shares; 2025Q2: 2,586 shares; 2025Q3: 2,613 shares; 2025Q4: 2,618 shares; 2026Q1: 2,613 shares; 2026Q2: 2,605 shares 2,605 $973K 0.66% -8 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,494 shares; 2025Q1: 10,494 shares; 2025Q2: 10,494 shares; 2025Q3: 10,494 shares; 2025Q4: 10,494 shares; 2026Q1: 10,494 shares; 2026Q2: 10,494 shares 10,494 $922K 0.63% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,261 shares; 2025Q1: 2,215 shares; 2025Q2: 2,202 shares; 2025Q3: 2,177 shares; 2025Q4: 2,175 shares; 2026Q1: 1,955 shares; 2026Q2: 1,705 shares 1,705 $876K 0.6% -250 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,631 shares; 2025Q1: 4,823 shares; 2025Q2: 4,643 shares; 2025Q3: 4,558 shares; 2025Q4: 4,577 shares; 2026Q1: 4,565 shares; 2026Q2: 4,920 shares 4,920 $836K 0.57% +355 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: not loaded; 2024Q4: 4,036 shares; 2025Q1: not reported; 2025Q2: 2,351 shares; 2025Q3: 2,461 shares; 2025Q4: 2,405 shares; 2026Q1: 2,201 shares; 2026Q2: 2,201 shares 2,201 $831K 0.57% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 799 shares; 2025Q1: 795 shares; 2025Q2: 774 shares; 2025Q3: 794 shares; 2025Q4: 833 shares; 2026Q1: 839 shares; 2026Q2: 833 shares 833 $815K 0.55% -6 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,599 shares; 2025Q1: 8,462 shares; 2025Q2: 7,522 shares; 2025Q3: 7,508 shares; 2025Q4: 7,433 shares; 2026Q1: 7,357 shares; 2026Q2: 7,164 shares 7,164 $809K 0.55% -193 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,066 shares; 2026Q2: 1,204 shares 1,204 $769K 0.52% +138 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: not loaded; 2024Q4: 22,282 shares; 2025Q1: 19,532 shares; 2025Q2: 19,533 shares; 2025Q3: 18,759 shares; 2025Q4: 18,495 shares; 2026Q1: 18,147 shares; 2026Q2: 18,098 shares 18,098 $766K 0.52% -49 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 540 shares; 2025Q4: 547 shares; 2026Q1: 616 shares; 2026Q2: 641 shares 641 $753K 0.51% +25 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 661 shares; 2026Q2: 776 shares 776 $749K 0.51% +115 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,975 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 5,975 shares; 2026Q1: 5,975 shares; 2026Q2: 5,975 shares 5,975 $699K 0.48% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 28,663 shares; 2025Q1: 28,012 shares; 2025Q2: 29,210 shares; 2025Q3: 29,060 shares; 2025Q4: 28,297 shares; 2026Q1: 28,247 shares; 2026Q2: 28,447 shares 28,447 $685K 0.47% +200 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: not loaded; 2024Q4: 679 shares; 2025Q1: 679 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 404 shares; 2026Q1: 874 shares; 2026Q2: 914 shares 914 $684K 0.47% +40 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,542 shares; 2025Q4: 1,367 shares; 2026Q1: 1,401 shares; 2026Q2: 1,428 shares 1,428 $682K 0.46% +27 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: not loaded; 2024Q4: 1,366 shares; 2025Q1: 1,417 shares; 2025Q2: 1,456 shares; 2025Q3: 1,465 shares; 2025Q4: 1,560 shares; 2026Q1: 1,144 shares; 2026Q2: 1,139 shares 1,139 $642K 0.44% -5 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: not loaded; 2024Q4: 9,690 shares; 2025Q1: 9,668 shares; 2025Q2: 9,817 shares; 2025Q3: 9,718 shares; 2025Q4: 9,741 shares; 2026Q1: 9,569 shares; 2026Q2: 8,888 shares 8,888 $639K 0.44% -681 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,661 shares; 2025Q1: 5,661 shares; 2025Q2: 5,511 shares; 2025Q3: 5,511 shares; 2025Q4: 5,456 shares; 2026Q1: 4,725 shares; 2026Q2: 4,700 shares 4,700 $632K 0.43% -25 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $621K 0.42% 0 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 loaded; 2024Q4: 3,670 shares; 2025Q1: not reported; 2025Q2: 6,890 shares; 2025Q3: 7,009 shares; 2025Q4: 7,062 shares; 2026Q1: 7,168 shares; 2026Q2: 5,299 shares 5,299 $618K 0.42% -1,869 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: not loaded; 2024Q4: 2,201 shares; 2025Q1: 2,597 shares; 2025Q2: 2,520 shares; 2025Q3: 2,504 shares; 2025Q4: 2,500 shares; 2026Q1: 1,854 shares; 2026Q2: 1,836 shares 1,836 $601K 0.41% -18 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: not loaded; 2024Q4: 6,115 shares; 2025Q1: 6,041 shares; 2025Q2: 6,042 shares; 2025Q3: 5,943 shares; 2025Q4: 5,944 shares; 2026Q1: 5,945 shares; 2026Q2: 5,891 shares 5,891 $564K 0.38% -54 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: not loaded; 2024Q4: 3,736 shares; 2025Q1: 3,711 shares; 2025Q2: 3,713 shares; 2025Q3: 3,713 shares; 2025Q4: 3,588 shares; 2026Q1: 3,594 shares; 2026Q2: 3,544 shares 3,544 $560K 0.38% -50 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 loaded; 2024Q4: 6,156 shares; 2025Q1: 6,156 shares; 2025Q2: 6,168 shares; 2025Q3: 6,168 shares; 2025Q4: 6,370 shares; 2026Q1: 6,376 shares; 2026Q2: 6,376 shares 6,376 $560K 0.38% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,874 shares 1,874 $558K 0.38% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,010 shares; 2026Q2: 1,091 shares 1,091 $535K 0.36% +81 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 241 shares; 2026Q2: 266 shares 266 $527K 0.36% +25 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: not loaded; 2024Q4: 2,954 shares; 2025Q1: 2,955 shares; 2025Q2: 2,848 shares; 2025Q3: 2,850 shares; 2025Q4: 2,834 shares; 2026Q1: 3,034 shares; 2026Q2: 3,090 shares 3,090 $512K 0.35% +56 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,414 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,623 shares; 2025Q4: 2,680 shares; 2026Q1: 2,693 shares; 2026Q2: 2,993 shares 2,993 $509K 0.35% +300 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,360 shares; 2025Q1: 8,994 shares; 2025Q2: 8,994 shares; 2025Q3: 8,975 shares; 2025Q4: 9,986 shares; 2026Q1: 11,193 shares; 2026Q2: 11,304 shares 11,304 $493K 0.34% +111 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,791 shares; 2025Q1: 5,467 shares; 2025Q2: 5,319 shares; 2025Q3: 5,310 shares; 2025Q4: 11,150 shares; 2026Q1: 11,414 shares; 2026Q2: 10,759 shares 10,759 $488K 0.33% -655 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: not loaded; 2024Q4: 1,900 shares; 2025Q1: 2,002 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares; 2026Q2: 2,081 shares 2,081 $464K 0.32% -12 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,744 shares; 2025Q1: 5,857 shares; 2025Q2: 5,951 shares; 2025Q3: 6,071 shares; 2025Q4: 5,715 shares; 2026Q1: 4,970 shares; 2026Q2: 4,960 shares 4,960 $450K 0.31% -10 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 loaded; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares; 2026Q2: 1,615 shares 1,615 $439K 0.3% -150 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,300 shares 4,300 $434K 0.3% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,635 shares; 2025Q1: 6,435 shares; 2025Q2: 6,435 shares; 2025Q3: 6,235 shares; 2025Q4: 6,155 shares; 2026Q1: 5,610 shares; 2026Q2: 5,485 shares 5,485 $427K 0.29% -125 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: not loaded; 2024Q4: 2,304 shares; 2025Q1: 2,306 shares; 2025Q2: 2,307 shares; 2025Q3: 2,308 shares; 2025Q4: 2,310 shares; 2026Q1: 2,311 shares; 2026Q2: 2,313 shares 2,313 $418K 0.28% +2 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: not loaded; 2024Q4: 1,181 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares; 2026Q2: 1,181 shares 1,181 $417K 0.28% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,182 shares; 2025Q1: 8,111 shares; 2025Q2: 7,361 shares; 2025Q3: 7,361 shares; 2025Q4: 7,165 shares; 2026Q1: 7,165 shares; 2026Q2: 7,137 shares 7,137 $403K 0.27% -28 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 loaded; 2024Q4: 2,708 shares; 2025Q1: 2,699 shares; 2025Q2: 2,677 shares; 2025Q3: 2,652 shares; 2025Q4: 2,559 shares; 2026Q1: 2,559 shares; 2026Q2: 2,538 shares 2,538 $403K 0.27% -21 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,883 shares 2,883 $403K 0.27% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175 shares 175 $398K 0.27% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares; 2026Q2: 1,170 shares 1,170 $392K 0.27% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 1,126 shares; 2026Q1: 1,126 shares; 2026Q2: 1,120 shares 1,120 $382K 0.26% -6 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: not loaded; 2024Q4: 20,747 shares; 2025Q1: 21,259 shares; 2025Q2: 21,274 shares; 2025Q3: 21,289 shares; 2025Q4: 19,973 shares; 2026Q1: 19,332 shares; 2026Q2: 18,427 shares 18,427 $381K 0.26% -905 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 451 shares; 2026Q2: 512 shares 512 $369K 0.25% +61 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: not loaded; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares; 2026Q2: 476 shares 476 $355K 0.24% 0 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: not loaded; 2024Q4: 2,735 shares; 2025Q1: 2,684 shares; 2025Q2: 2,674 shares; 2025Q3: 2,595 shares; 2025Q4: 2,569 shares; 2026Q1: 2,421 shares; 2026Q2: 2,421 shares 2,421 $355K 0.24% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,225 shares; 2025Q1: 10,225 shares; 2025Q2: 10,125 shares; 2025Q3: 8,775 shares; 2025Q4: 8,175 shares; 2026Q1: 7,675 shares; 2026Q2: 7,625 shares 7,625 $354K 0.24% -50 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,601 shares; 2025Q1: 2,501 shares; 2025Q2: 2,499 shares; 2025Q3: 2,495 shares; 2025Q4: 2,838 shares; 2026Q1: 3,091 shares; 2026Q2: 3,091 shares 3,091 $337K 0.23% 0 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: not loaded; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares; 2026Q2: 3,285 shares 3,285 $336K 0.23% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,009 shares; 2026Q1: 1,235 shares; 2026Q2: 1,243 shares 1,243 $334K 0.23% +8 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 loaded; 2024Q4: 11,661 shares; 2025Q1: 9,068 shares; 2025Q2: 8,846 shares; 2025Q3: 8,848 shares; 2025Q4: 8,850 shares; 2026Q1: 8,541 shares; 2026Q2: 6,152 shares 6,152 $333K 0.23% -2,389 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: not loaded; 2024Q4: 4,470 shares; 2025Q1: 4,285 shares; 2025Q2: 4,303 shares; 2025Q3: 4,128 shares; 2025Q4: 4,128 shares; 2026Q1: 4,138 shares; 2026Q2: 4,088 shares 4,088 $332K 0.23% -50 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,612 shares; 2026Q1: 6,289 shares; 2026Q2: 6,139 shares 6,139 $328K 0.22% -150 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 loaded; 2024Q4: 4,159 shares; 2025Q1: 4,508 shares; 2025Q2: 4,769 shares; 2025Q3: 4,909 shares; 2025Q4: 5,242 shares; 2026Q1: 5,146 shares; 2026Q2: 5,180 shares 5,180 $321K 0.22% +34 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,494 shares; 2025Q1: 2,479 shares; 2025Q2: 2,265 shares; 2025Q3: 2,265 shares; 2025Q4: 2,219 shares; 2026Q1: 2,211 shares; 2026Q2: 2,209 shares 2,209 $316K 0.21% -2 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: not loaded; 2024Q4: 6,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $314K 0.21% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 426 shares 426 $308K 0.21% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,205 shares 1,205 $308K 0.21% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: not reported; 2026Q1: 1,089 shares; 2026Q2: 1,089 shares 1,089 $278K 0.19% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,390 shares; 2025Q1: 2,365 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,393 shares; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $270K 0.18% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,295 shares; 2026Q2: 1,295 shares 1,295 $268K 0.18% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,228 shares; 2026Q2: 5,830 shares 5,830 $262K 0.18% +602 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,226 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,163 shares; 2025Q4: 1,453 shares; 2026Q1: 1,438 shares; 2026Q2: 1,413 shares 1,413 $254K 0.17% -25 Timeline THTA TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,024 shares 16,024 $250K 0.17% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $248K 0.17% new 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: not loaded; 2024Q4: 2,305 shares; 2025Q1: 1,878 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares; 2026Q2: 1,816 shares 1,816 $246K 0.17% 0 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: not loaded; 2024Q4: 8,325 shares; 2025Q1: 8,300 shares; 2025Q2: 8,300 shares; 2025Q3: 8,300 shares; 2025Q4: 7,725 shares; 2026Q1: 7,730 shares; 2026Q2: 7,760 shares 7,760 $245K 0.17% +30 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,753 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,703 shares; 2025Q4: 2,703 shares; 2026Q1: 2,203 shares; 2026Q2: 2,203 shares 2,203 $245K 0.17% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,118 shares; 2025Q1: 2,118 shares; 2025Q2: 2,118 shares; 2025Q3: 2,118 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares; 2026Q2: 2,078 shares 2,078 $244K 0.17% -20 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,118 shares; 2026Q1: 11,936 shares; 2026Q2: 13,005 shares 13,005 $241K 0.16% +1,069 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,084 shares; 2025Q1: 2,034 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares; 2026Q2: 1,840 shares 1,840 $240K 0.16% +50 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 444 shares; 2026Q1: not reported; 2026Q2: 2,782 shares 2,782 $240K 0.16% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,293 shares; 2026Q2: 2,293 shares 2,293 $238K 0.16% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 485 shares 485 $235K 0.16% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,522 shares 1,522 $234K 0.16% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 362 shares; 2026Q2: 362 shares 362 $230K 0.16% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,508 shares 2,508 $226K 0.15% new Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,967 shares; 2025Q1: 2,967 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 3,117 shares; 2026Q1: 2,024 shares; 2026Q2: 2,024 shares 2,024 $225K 0.15% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 599 shares; 2026Q2: 609 shares 609 $221K 0.15% +10 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: not loaded; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 596 shares 596 $213K 0.14% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,287 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,960 shares 2,960 $213K 0.14% new Timeline VB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 701 shares 701 $212K 0.14% new 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: not loaded; 2024Q4: 3,681 shares; 2025Q1: 3,771 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,771 shares; 2026Q1: 3,771 shares; 2026Q2: 3,671 shares 3,671 $212K 0.14% -100 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: not loaded; 2024Q4: 5,321 shares; 2025Q1: 5,322 shares; 2025Q2: 5,322 shares; 2025Q3: 8,913 shares; 2025Q4: 8,164 shares; 2026Q1: 2,217 shares; 2026Q2: 1,781 shares 1,781 $210K 0.14% -436 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $202K 0.14% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,533 shares 10,533 $201K 0.14% new Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,731 shares; 2026Q1: 12,027 shares; 2026Q2: 12,027 shares 12,027 $166K 0.11% 0 Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,640 shares; 2025Q1: 11,002 shares; 2025Q2: 10,647 shares; 2025Q3: 11,178 shares; 2025Q4: 11,852 shares; 2026Q1: 12,597 shares; 2026Q2: 13,462 shares 13,462 $17.8K 0.01% +865 Timeline