IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,413,265 shares; 2024Q4: 1,802,373 shares; 2025Q1: 933,142 shares; 2025Q2: 2,632,595 shares; 2025Q3: 2,678,469 shares; 2025Q4: 3,155,022 shares; 2026Q1: 3,274,660 shares; 2026Q2: 3,762,914 shares 3,762,914 $363M 4.81% +488,254 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: 83,539 shares; 2024Q4: 89,935 shares; 2025Q1: 93,493 shares; 2025Q2: 108,535 shares; 2025Q3: 114,228 shares; 2025Q4: 399,345 shares; 2026Q1: 427,354 shares; 2026Q2: 441,124 shares 441,124 $289M 3.83% +13,770 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,626,272 shares; 2024Q4: 1,696,604 shares; 2025Q1: 1,790,457 shares; 2025Q2: 1,807,277 shares; 2025Q3: 1,847,403 shares; 2025Q4: 1,873,038 shares; 2026Q1: 1,988,702 shares; 2026Q2: 1,878,543 shares 1,878,543 $267M 3.52% -110,159 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773,426 shares; 2024Q4: 812,668 shares; 2025Q1: 838,208 shares; 2025Q2: 861,595 shares; 2025Q3: 897,991 shares; 2025Q4: 918,400 shares; 2026Q1: 1,005,018 shares; 2026Q2: 1,043,122 shares 1,043,122 $263M 3.48% +38,104 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: 396,616 shares; 2024Q4: 449,044 shares; 2025Q1: 504,079 shares; 2025Q2: 672,373 shares; 2025Q3: 796,768 shares; 2025Q4: 837,401 shares; 2026Q1: 920,509 shares; 2026Q2: 884,010 shares 884,010 $256M 3.38% -36,499 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: 599,151 shares; 2024Q4: 612,484 shares; 2025Q1: 629,298 shares; 2025Q2: 621,162 shares; 2025Q3: 624,819 shares; 2025Q4: 1,250,548 shares; 2026Q1: 1,258,540 shares; 2026Q2: 1,269,940 shares 1,269,940 $242M 3.2% +11,400 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355,110 shares; 2024Q4: 2,454,382 shares; 2025Q1: 1,717,047 shares; 2025Q2: 2,363,376 shares; 2025Q3: 2,470,239 shares; 2025Q4: 2,561,235 shares; 2026Q1: 2,802,917 shares; 2026Q2: 2,969,235 shares 2,969,235 $227M 3.01% +166,318 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: 610,395 shares; 2024Q4: 722,616 shares; 2025Q1: 790,070 shares; 2025Q2: 1,021,773 shares; 2025Q3: 1,042,476 shares; 2025Q4: 939,933 shares; 2026Q1: 1,001,715 shares; 2026Q2: 1,116,483 shares 1,116,483 $223M 2.95% +114,768 Timeline JIVE 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: 437,726 shares; 2024Q4: 469,855 shares; 2025Q1: 503,238 shares; 2025Q2: 1,289,327 shares; 2025Q3: 1,352,243 shares; 2025Q4: 1,409,592 shares; 2026Q1: 1,537,645 shares; 2026Q2: 2,410,748 shares 2,410,748 $222M 2.93% +873,103 Timeline SPAB 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: 7,398,392 shares; 2024Q4: 7,410,178 shares; 2025Q1: 7,764,062 shares; 2025Q2: 7,716,661 shares; 2025Q3: 7,773,924 shares; 2025Q4: 7,746,423 shares; 2026Q1: 7,785,255 shares; 2026Q2: 7,808,136 shares 7,808,136 $199M 2.63% +22,881 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: 1,835,727 shares; 2024Q4: 2,002,917 shares; 2025Q1: 2,043,968 shares; 2025Q2: 2,903,847 shares; 2025Q3: 3,067,599 shares; 2025Q4: 3,804,642 shares; 2026Q1: 4,208,706 shares; 2026Q2: 3,524,615 shares 3,524,615 $199M 2.63% -684,091 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,164,220 shares; 2024Q4: 8,158,176 shares; 2025Q1: 8,454,119 shares; 2025Q2: 8,366,590 shares; 2025Q3: 8,424,032 shares; 2025Q4: 8,429,126 shares; 2026Q1: 8,455,179 shares; 2026Q2: 8,486,796 shares 8,486,796 $192M 2.54% +31,617 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288,390 shares; 2024Q4: 2,281,875 shares; 2025Q1: 2,369,347 shares; 2025Q2: 2,346,252 shares; 2025Q3: 2,384,559 shares; 2025Q4: 2,376,713 shares; 2026Q1: 2,395,967 shares; 2026Q2: 2,407,074 shares 2,407,074 $177M 2.34% +11,107 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: 152,407 shares; 2024Q4: 166,784 shares; 2025Q1: 180,190 shares; 2025Q2: 190,521 shares; 2025Q3: 198,835 shares; 2025Q4: 207,243 shares; 2026Q1: 223,759 shares; 2026Q2: 237,873 shares 237,873 $175M 2.32% +14,114 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: 1,194,343 shares; 2024Q4: 1,219,301 shares; 2025Q1: 1,245,532 shares; 2025Q2: 1,228,082 shares; 2025Q3: 1,235,494 shares; 2025Q4: 1,235,781 shares; 2026Q1: 1,246,265 shares; 2026Q2: 1,912,966 shares 1,912,966 $168M 2.22% +666,701 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 684,764 shares; 2024Q4: 753,850 shares; 2025Q1: 824,590 shares; 2025Q2: 1,380,457 shares; 2025Q3: 1,444,152 shares; 2025Q4: 1,494,057 shares; 2026Q1: 1,625,956 shares; 2026Q2: 2,722,598 shares 2,722,598 $160M 2.12% +1,096,642 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: 233,032 shares; 2024Q4: 258,172 shares; 2025Q1: 288,186 shares; 2025Q2: 475,706 shares; 2025Q3: 501,797 shares; 2025Q4: 453,170 shares; 2026Q1: 422,670 shares; 2026Q2: 447,842 shares 447,842 $158M 2.09% +25,172 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506,690 shares; 2024Q4: 1,556,433 shares; 2025Q1: 1,626,775 shares; 2025Q2: 1,418,402 shares; 2025Q3: 1,438,932 shares; 2025Q4: 1,449,021 shares; 2026Q1: 1,478,087 shares; 2026Q2: 1,523,347 shares 1,523,347 $138M 1.82% +45,260 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: 166,499 shares; 2024Q4: 180,685 shares; 2025Q1: 198,722 shares; 2025Q2: 258,042 shares; 2025Q3: 282,470 shares; 2025Q4: 294,973 shares; 2026Q1: 298,785 shares; 2026Q2: 365,342 shares 365,342 $136M 1.8% +66,557 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: 638,876 shares; 2024Q4: 654,086 shares; 2025Q1: 513,020 shares; 2025Q2: 207,214 shares; 2025Q3: 209,419 shares; 2025Q4: 210,451 shares; 2026Q1: 180,196 shares; 2026Q2: 181,711 shares 181,711 $136M 1.8% +1,515 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350,968 shares; 2024Q4: 2,385,775 shares; 2025Q1: 2,487,861 shares; 2025Q2: 2,571,806 shares; 2025Q3: 2,603,126 shares; 2025Q4: 2,605,154 shares; 2026Q1: 2,642,955 shares; 2026Q2: 2,641,984 shares 2,641,984 $133M 1.76% -971 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 483,272 shares; 2024Q4: 427,132 shares; 2025Q1: 1,265,215 shares; 2025Q2: 1,271,770 shares; 2025Q3: 1,297,469 shares; 2025Q4: 1,304,901 shares; 2026Q1: 1,321,393 shares; 2026Q2: 1,324,932 shares 1,324,932 $133M 1.76% +3,539 Timeline JEPQ 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: 2,332,634 shares; 2024Q4: 2,472,046 shares; 2025Q1: 2,530,980 shares; 2025Q2: 2,575,311 shares; 2025Q3: 2,630,714 shares; 2025Q4: 1,961,662 shares; 2026Q1: 2,042,061 shares; 2026Q2: 2,060,239 shares 2,060,239 $127M 1.67% +18,178 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: 172,264 shares; 2024Q4: 186,825 shares; 2025Q1: 205,120 shares; 2025Q2: 445,873 shares; 2025Q3: 478,298 shares; 2025Q4: 445,322 shares; 2026Q1: 482,839 shares; 2026Q2: 516,236 shares 516,236 $123M 1.63% +33,397 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: 28,877 shares; 2024Q4: 28,506 shares; 2025Q1: 10,471 shares; 2025Q2: 10,495 shares; 2025Q3: 10,295 shares; 2025Q4: 10,214 shares; 2026Q1: 1,110,125 shares; 2026Q2: 1,161,082 shares 1,161,082 $110M 1.45% +50,957 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668,661 shares; 2024Q4: 700,790 shares; 2025Q1: 772,553 shares; 2025Q2: 792,256 shares; 2025Q3: 824,023 shares; 2025Q4: 823,156 shares; 2026Q1: 935,113 shares; 2026Q2: 1,026,995 shares 1,026,995 $105M 1.39% +91,882 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461,547 shares; 2024Q4: 501,283 shares; 2025Q1: 545,964 shares; 2025Q2: 620,847 shares; 2025Q3: 646,437 shares; 2025Q4: 1,017,606 shares; 2026Q1: 1,123,183 shares; 2026Q2: 1,193,345 shares 1,193,345 $98.9M 1.31% +70,162 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 439,640 shares; 2024Q4: 261,851 shares; 2025Q1: 391,450 shares; 2025Q2: 402,818 shares; 2025Q3: 438,366 shares; 2025Q4: 1,368,310 shares; 2026Q1: 1,556,115 shares; 2026Q2: 1,704,771 shares 1,704,771 $89.3M 1.18% +148,656 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: 501,525 shares; 2024Q4: 505,971 shares; 2025Q1: 522,942 shares; 2025Q2: 509,627 shares; 2025Q3: 514,790 shares; 2025Q4: 517,598 shares; 2026Q1: 521,112 shares; 2026Q2: 526,676 shares 526,676 $83.6M 1.1% +5,564 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 415,593 shares; 2024Q4: 425,756 shares; 2025Q1: 441,296 shares; 2025Q2: 435,700 shares; 2025Q3: 438,399 shares; 2025Q4: 438,567 shares; 2026Q1: 442,213 shares; 2026Q2: 443,464 shares 443,464 $82.1M 1.09% +1,251 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,097 shares; 2024Q4: 42,149 shares; 2025Q1: 120,846 shares; 2025Q2: 1,258,877 shares; 2025Q3: 1,352,377 shares; 2025Q4: 2,530,212 shares; 2026Q1: 2,742,910 shares; 2026Q2: 1,580,803 shares 1,580,803 $79.9M 1.06% -1,162,107 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: 143,914 shares; 2024Q4: 153,511 shares; 2025Q1: 165,183 shares; 2025Q2: 223,537 shares; 2025Q3: 236,539 shares; 2025Q4: 264,469 shares; 2026Q1: 190,896 shares; 2026Q2: 203,413 shares 203,413 $66.6M 0.88% +12,517 Timeline CHPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 617,631 shares 617,631 $65.7M 0.87% new 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: 14,374 shares; 2024Q4: 19,503 shares; 2025Q1: 34,286 shares; 2025Q2: 35,542 shares; 2025Q3: 45,890 shares; 2025Q4: 47,437 shares; 2026Q1: 72,541 shares; 2026Q2: 129,269 shares 129,269 $64.7M 0.86% +56,728 Timeline VGIT 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: 516,042 shares; 2024Q4: 509,332 shares; 2025Q1: 1,017,616 shares; 2025Q2: 1,017,471 shares; 2025Q3: 1,036,991 shares; 2025Q4: 1,044,923 shares; 2026Q1: 1,060,677 shares; 2026Q2: 1,067,286 shares 1,067,286 $62.9M 0.83% +6,609 Timeline HDUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615,777 shares; 2024Q4: 663,192 shares; 2025Q1: 723,699 shares; 2025Q2: 703,978 shares; 2025Q3: 725,075 shares; 2025Q4: 756,653 shares; 2026Q1: 822,680 shares; 2026Q2: 873,672 shares 873,672 $62.1M 0.82% +50,992 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: 546,896 shares; 2024Q4: 577,301 shares; 2025Q1: 612,482 shares; 2025Q2: 634,509 shares; 2025Q3: 677,581 shares; 2025Q4: 710,816 shares; 2026Q1: 671,039 shares; 2026Q2: 529,357 shares 529,357 $60M 0.79% -141,682 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 498,707 shares; 2024Q4: 513,971 shares; 2025Q1: 529,097 shares; 2025Q2: 526,568 shares; 2025Q3: 531,151 shares; 2025Q4: 535,606 shares; 2026Q1: 544,132 shares; 2026Q2: 543,743 shares 543,743 $58.3M 0.77% -389 Timeline XLY 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: 234,162 shares; 2024Q4: 238,171 shares; 2025Q1: 242,542 shares; 2025Q2: 241,005 shares; 2025Q3: 242,480 shares; 2025Q4: 482,123 shares; 2026Q1: 485,837 shares; 2026Q2: 487,601 shares 487,601 $57.2M 0.76% +1,764 Timeline ISHG 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: 761,074 shares 761,074 $56.5M 0.75% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,440,301 shares; 2024Q4: 1,442,470 shares; 2025Q1: 1,494,159 shares; 2025Q2: 645,305 shares; 2025Q3: 653,979 shares; 2025Q4: 655,062 shares; 2026Q1: 660,632 shares; 2026Q2: 661,746 shares 661,746 $54.7M 0.72% +1,114 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818,990 shares; 2024Q4: 829,730 shares; 2025Q1: 858,352 shares; 2025Q2: 854,927 shares; 2025Q3: 864,561 shares; 2025Q4: 870,638 shares; 2026Q1: 882,235 shares; 2026Q2: 679,419 shares 679,419 $53.7M 0.71% -202,816 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489,233 shares; 2024Q4: 526,298 shares; 2025Q1: 1,828,039 shares; 2025Q2: 2,360,087 shares; 2025Q3: 2,424,915 shares; 2025Q4: 1,198,311 shares; 2026Q1: 1,285,082 shares; 2026Q2: 1,363,978 shares 1,363,978 $53.2M 0.7% +78,896 Timeline PYLD 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: 1,820,666 shares; 2025Q3: 1,838,385 shares; 2025Q4: 1,850,133 shares; 2026Q1: 1,871,364 shares; 2026Q2: 1,874,759 shares 1,874,759 $49.7M 0.66% +3,395 Timeline BBCA 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: 509,537 shares; 2024Q4: 550,344 shares; 2025Q1: 603,226 shares; 2025Q2: 381,257 shares; 2025Q3: 398,585 shares; 2025Q4: 414,610 shares; 2026Q1: 449,734 shares; 2026Q2: 472,724 shares 472,724 $47M 0.62% +22,990 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,571,666 shares; 2024Q4: 1,713,713 shares; 2025Q1: 1,877,759 shares; 2025Q2: 722,370 shares; 2025Q3: 755,235 shares; 2025Q4: 801,697 shares; 2026Q1: 856,466 shares; 2026Q2: 917,534 shares 917,534 $45.9M 0.61% +61,068 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,243 shares; 2024Q4: 243,796 shares; 2025Q1: 261,987 shares; 2025Q2: 360,645 shares; 2025Q3: 370,611 shares; 2025Q4: 380,553 shares; 2026Q1: 297,797 shares; 2026Q2: 313,301 shares 313,301 $41.5M 0.55% +15,504 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: 2,587 shares; 2024Q4: 5,156 shares; 2025Q1: 9,391 shares; 2025Q2: 17,373 shares; 2025Q3: 23,630 shares; 2025Q4: 29,105 shares; 2026Q1: 30,939 shares; 2026Q2: 32,968 shares 32,968 $39.5M 0.52% +2,029 Timeline ZROZ 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: 30,470 shares; 2024Q4: 252,508 shares; 2025Q1: 249,294 shares; 2025Q2: 433,899 shares; 2025Q3: 471,938 shares; 2025Q4: 508,669 shares; 2026Q1: 556,338 shares; 2026Q2: 557,422 shares 557,422 $35.7M 0.47% +1,084 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: 755,866 shares; 2024Q4: 780,809 shares; 2025Q1: 652,989 shares; 2025Q2: 323,950 shares; 2025Q3: 326,534 shares; 2025Q4: 653,940 shares; 2026Q1: 660,579 shares; 2026Q2: 661,611 shares 661,611 $35.1M 0.46% +1,032 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: 27,028 shares; 2024Q4: 32,371 shares; 2025Q1: 35,636 shares; 2025Q2: 38,495 shares; 2025Q3: 41,745 shares; 2025Q4: 61,813 shares; 2026Q1: 66,183 shares; 2026Q2: 100,324 shares 100,324 $34.4M 0.46% +34,141 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,941 shares; 2025Q3: 23,659 shares; 2025Q4: 245,564 shares; 2026Q1: 278,311 shares; 2026Q2: 292,555 shares 292,555 $31.4M 0.42% +14,244 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 847,419 shares; 2024Q4: 914,536 shares; 2025Q1: 1,014,722 shares; 2025Q2: 1,128,016 shares; 2025Q3: 1,189,599 shares; 2025Q4: 1,284,447 shares; 2026Q1: 1,378,357 shares; 2026Q2: 1,475,777 shares 1,475,777 $27.4M 0.36% +97,420 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: 7,500 shares; 2025Q2: 155,000 shares; 2025Q3: 158,660 shares; 2025Q4: 174,065 shares; 2026Q1: 223,871 shares; 2026Q2: 229,401 shares 229,401 $26.8M 0.35% +5,530 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: 105,046 shares; 2024Q4: 122,309 shares; 2025Q1: 130,498 shares; 2025Q2: 150,109 shares; 2025Q3: 158,269 shares; 2025Q4: 253,679 shares; 2026Q1: 293,014 shares; 2026Q2: 307,676 shares 307,676 $25M 0.33% +14,662 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: 28,981 shares; 2024Q4: 36,298 shares; 2025Q1: 46,978 shares; 2025Q2: 50,308 shares; 2025Q3: 62,134 shares; 2025Q4: 67,270 shares; 2026Q1: 133,042 shares; 2026Q2: 166,811 shares 166,811 $24.5M 0.32% +33,769 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: 3,337 shares; 2024Q4: 5,214 shares; 2025Q1: 7,958 shares; 2025Q2: 16,524 shares; 2025Q3: 26,273 shares; 2025Q4: 36,120 shares; 2026Q1: 51,625 shares; 2026Q2: 64,459 shares 64,459 $24.3M 0.32% +12,834 Timeline XLB 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: 224,221 shares; 2024Q4: 227,165 shares; 2025Q1: 233,382 shares; 2025Q2: 230,409 shares; 2025Q3: 231,559 shares; 2025Q4: 462,498 shares; 2026Q1: 466,022 shares; 2026Q2: 465,998 shares 465,998 $23.7M 0.31% -24 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 reported; 2024Q4: 1,138 shares; 2025Q1: 1,274 shares; 2025Q2: 1,691 shares; 2025Q3: 1,770 shares; 2025Q4: 2,880 shares; 2026Q1: 3,530 shares; 2026Q2: 48,237 shares 48,237 $23M 0.3% +44,707 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: 126,636 shares; 2024Q4: 148,289 shares; 2025Q1: 191,501 shares; 2025Q2: 54,417 shares; 2025Q3: 63,895 shares; 2025Q4: 78,215 shares; 2026Q1: 109,855 shares; 2026Q2: 167,240 shares 167,240 $22.9M 0.3% +57,385 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,241 shares; 2024Q4: 2,929 shares; 2025Q1: 4,324 shares; 2025Q2: 4,850 shares; 2025Q3: 7,363 shares; 2025Q4: 8,915 shares; 2026Q1: 11,214 shares; 2026Q2: 19,726 shares 19,726 $21M 0.28% +8,512 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317,949 shares; 2024Q4: 342,017 shares; 2025Q1: 373,968 shares; 2025Q2: 387,632 shares; 2025Q3: 402,832 shares; 2025Q4: 418,622 shares; 2026Q1: 437,370 shares; 2026Q2: 419,481 shares 419,481 $20.7M 0.27% -17,889 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: 3,417 shares; 2024Q4: 11,489 shares; 2025Q1: 12,081 shares; 2025Q2: 56,553 shares; 2025Q3: 60,108 shares; 2025Q4: 49,952 shares; 2026Q1: 47,369 shares; 2026Q2: 48,719 shares 48,719 $20.5M 0.27% +1,350 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: 7,810 shares; 2024Q4: 8,900 shares; 2025Q1: 18,567 shares; 2025Q2: 23,827 shares; 2025Q3: 27,675 shares; 2025Q4: 31,661 shares; 2026Q1: 40,990 shares; 2026Q2: 53,298 shares 53,298 $19M 0.25% +12,308 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,548 shares; 2024Q4: 215,656 shares; 2025Q1: 223,435 shares; 2025Q2: 218,319 shares; 2025Q3: 221,007 shares; 2025Q4: 220,801 shares; 2026Q1: 223,274 shares; 2026Q2: 224,600 shares 224,600 $18.7M 0.25% +1,326 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares; 2026Q1: 3,533 shares; 2026Q2: 138,143 shares 138,143 $18M 0.24% +134,610 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: 5,739 shares; 2024Q4: 6,280 shares; 2025Q1: 10,566 shares; 2025Q2: 14,921 shares; 2025Q3: 19,199 shares; 2025Q4: 22,441 shares; 2026Q1: 44,856 shares; 2026Q2: 64,265 shares 64,265 $16.3M 0.22% +19,409 Timeline RFDA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 532,417 shares; 2024Q4: 563,174 shares; 2025Q1: 259,309 shares; 2025Q2: 251,814 shares; 2025Q3: 246,292 shares; 2025Q4: 246,122 shares; 2026Q1: 243,331 shares; 2026Q2: 228,402 shares 228,402 $16.1M 0.21% -14,929 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 174,983 shares 174,983 $15.9M 0.21% new 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: 3,144 shares; 2024Q4: 3,481 shares; 2025Q1: 9,914 shares; 2025Q2: 9,424 shares; 2025Q3: 21,572 shares; 2025Q4: 30,577 shares; 2026Q1: 38,217 shares; 2026Q2: 59,624 shares 59,624 $15M 0.2% +21,407 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: 3,623 shares; 2024Q4: 3,758 shares; 2025Q1: 5,987 shares; 2025Q2: 8,438 shares; 2025Q3: 12,212 shares; 2025Q4: 14,008 shares; 2026Q1: 28,402 shares; 2026Q2: 42,404 shares 42,404 $15M 0.2% +14,002 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,838 shares; 2024Q4: 22,459 shares; 2025Q1: 43,182 shares; 2025Q2: 64,738 shares; 2025Q3: 90,938 shares; 2025Q4: 158,992 shares; 2026Q1: 244,554 shares; 2026Q2: 241,434 shares 241,434 $13.9M 0.18% -3,120 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: 21,411 shares; 2024Q4: 27,353 shares; 2025Q1: 30,384 shares; 2025Q2: 34,337 shares; 2025Q3: 115,720 shares; 2025Q4: 165,484 shares; 2026Q1: 231,378 shares; 2026Q2: 224,822 shares 224,822 $12.8M 0.17% -6,556 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,108 shares; 2024Q4: 2,117 shares; 2025Q1: 2,117 shares; 2025Q2: 2,643 shares; 2025Q3: 4,867 shares; 2025Q4: 5,134 shares; 2026Q1: 15,304 shares; 2026Q2: 57,595 shares 57,595 $12.7M 0.17% +42,291 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,749 shares; 2024Q4: 208,186 shares; 2025Q1: 201,286 shares; 2025Q2: 276,872 shares; 2025Q3: 284,853 shares; 2025Q4: 308,635 shares; 2026Q1: 368,959 shares; 2026Q2: 392,423 shares 392,423 $12.6M 0.17% +23,464 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 479 shares; 2025Q3: 646 shares; 2025Q4: 2,191 shares; 2026Q1: 5,156 shares; 2026Q2: 10,649 shares 10,649 $12.5M 0.17% +5,493 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: not reported; 2024Q4: 255 shares; 2025Q1: 267 shares; 2025Q2: 788 shares; 2025Q3: 1,518 shares; 2025Q4: 15,850 shares; 2026Q1: 31,810 shares; 2026Q2: 169,054 shares 169,054 $12.1M 0.16% +137,244 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: 22,247 shares; 2024Q4: 23,029 shares; 2025Q1: 23,042 shares; 2025Q2: 37,723 shares; 2025Q3: 38,859 shares; 2025Q4: 38,461 shares; 2026Q1: 38,857 shares; 2026Q2: 39,503 shares 39,503 $12M 0.16% +646 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: 1,242 shares; 2024Q4: 2,001 shares; 2025Q1: 2,194 shares; 2025Q2: 2,088 shares; 2025Q3: 5,705 shares; 2025Q4: 5,497 shares; 2026Q1: 38,624 shares; 2026Q2: 47,472 shares 47,472 $11.7M 0.15% +8,848 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 666 shares; 2025Q1: 910 shares; 2025Q2: 1,687 shares; 2025Q3: 2,998 shares; 2025Q4: 2,895 shares; 2026Q1: 3,172 shares; 2026Q2: 73,422 shares 73,422 $11.5M 0.15% +70,250 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: not reported; 2025Q4: 2,304 shares; 2026Q1: 6,778 shares; 2026Q2: 9,635 shares 9,635 $11.1M 0.15% +2,857 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: 468 shares; 2024Q4: 764 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,436 shares 52,436 $10.8M 0.14% 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: 10,065 shares; 2024Q4: 445,322 shares; 2025Q1: 563,444 shares; 2025Q2: 85,270 shares; 2025Q3: 100,780 shares; 2025Q4: 101,266 shares; 2026Q1: 121,700 shares; 2026Q2: 131,469 shares 131,469 $10.1M 0.13% +9,769 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: 12,164 shares; 2024Q4: 13,089 shares; 2025Q1: 16,901 shares; 2025Q2: 20,105 shares; 2025Q3: 23,137 shares; 2025Q4: 24,205 shares; 2026Q1: 53,994 shares; 2026Q2: 77,843 shares 77,843 $10M 0.13% +23,849 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 308,116 shares; 2024Q4: 245,032 shares; 2025Q1: 112,886 shares; 2025Q2: 124,939 shares; 2025Q3: 123,559 shares; 2025Q4: 123,451 shares; 2026Q1: 121,774 shares; 2026Q2: 112,606 shares 112,606 $9.81M 0.13% -9,168 Timeline SJNK 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: 362,365 shares; 2025Q3: 410,122 shares; 2025Q4: 351,851 shares; 2026Q1: 381,856 shares; 2026Q2: 377,194 shares 377,194 $9.44M 0.12% -4,662 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: 65,844 shares; 2024Q4: 88,823 shares; 2025Q1: 100,617 shares; 2025Q2: 10,483 shares; 2025Q3: 15,259 shares; 2025Q4: 28,511 shares; 2026Q1: 30,979 shares; 2026Q2: 55,576 shares 55,576 $9.21M 0.12% +24,597 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: 9,953 shares; 2025Q3: 28,253 shares; 2025Q4: 30,473 shares; 2026Q1: 41,342 shares; 2026Q2: 35,904 shares 35,904 $9.18M 0.12% -5,438 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: 933 shares; 2024Q4: 1,497 shares; 2025Q1: 2,367 shares; 2025Q2: 2,454 shares; 2025Q3: 5,226 shares; 2025Q4: 6,716 shares; 2026Q1: 10,976 shares; 2026Q2: 15,544 shares 15,544 $8.76M 0.12% +4,568 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: not reported; 2025Q3: not reported; 2025Q4: 534 shares; 2026Q1: 3,219 shares; 2026Q2: 33,437 shares 33,437 $8.73M 0.12% +30,218 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: not reported; 2025Q3: 1,183 shares; 2025Q4: 1,290 shares; 2026Q1: 16,925 shares; 2026Q2: 17,748 shares 17,748 $8.72M 0.12% +823 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,013 shares; 2025Q1: 1,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 175,679 shares 175,679 $8.62M 0.11% new Timeline JMUB 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: 87,190 shares; 2024Q4: 92,666 shares; 2025Q1: 97,542 shares; 2025Q2: 97,953 shares; 2025Q3: 109,912 shares; 2025Q4: 130,131 shares; 2026Q1: 146,996 shares; 2026Q2: 166,534 shares 166,534 $8.44M 0.11% +19,538 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 3,839 shares; 2026Q1: 10,764 shares; 2026Q2: 14,026 shares 14,026 $8.15M 0.11% +3,262 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: 3,355 shares; 2024Q4: 3,702 shares; 2025Q1: 11,564 shares; 2025Q2: 11,840 shares; 2025Q3: 17,579 shares; 2025Q4: 19,359 shares; 2026Q1: 24,721 shares; 2026Q2: 29,955 shares 29,955 $8.1M 0.11% +5,234 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: 3,088 shares; 2024Q4: 3,708 shares; 2025Q1: 7,843 shares; 2025Q2: 11,888 shares; 2025Q3: 14,742 shares; 2025Q4: 18,135 shares; 2026Q1: 23,683 shares; 2026Q2: 39,079 shares 39,079 $7.41M 0.1% +15,396 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,299 shares; 2024Q4: 3,450 shares; 2025Q1: 6,630 shares; 2025Q2: 8,902 shares; 2025Q3: 10,622 shares; 2025Q4: 13,200 shares; 2026Q1: 20,275 shares; 2026Q2: 26,264 shares 26,264 $7.39M 0.1% +5,989 Timeline VCLT 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: 219,635 shares; 2024Q4: 228,265 shares; 2025Q1: 127,167 shares; 2025Q2: 64,839 shares; 2025Q3: 73,973 shares; 2025Q4: 83,489 shares; 2026Q1: 91,045 shares; 2026Q2: 95,304 shares 95,304 $7.17M 0.09% +4,259 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: 5,373 shares; 2024Q4: 6,659 shares; 2025Q1: 9,320 shares; 2025Q2: 17,433 shares; 2025Q3: 30,739 shares; 2025Q4: 57,149 shares; 2026Q1: 63,341 shares; 2026Q2: 59,609 shares 59,609 $7M 0.09% -3,732 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,153 shares; 2025Q4: 8,214 shares; 2026Q1: 36,052 shares; 2026Q2: 72,559 shares 72,559 $6.94M 0.09% +36,507 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,900 shares; 2025Q4: 14,718 shares; 2026Q1: 15,975 shares; 2026Q2: 27,099 shares 27,099 $6.92M 0.09% +11,124 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,099 shares; 2024Q4: 278,320 shares; 2025Q1: 299,899 shares; 2025Q2: 1,216,930 shares; 2025Q3: 1,300,896 shares; 2025Q4: 140,676 shares; 2026Q1: 159,167 shares; 2026Q2: 154,635 shares 154,635 $6.56M 0.09% -4,532 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 reported; 2024Q4: not reported; 2025Q1: 25,609 shares; 2025Q2: 27,429 shares; 2025Q3: 32,155 shares; 2025Q4: 33,668 shares; 2026Q1: 53,230 shares; 2026Q2: 36,105 shares 36,105 $6.53M 0.09% -17,125 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,771 shares; 2025Q1: 2,823 shares; 2025Q2: 3,023 shares; 2025Q3: 4,258 shares; 2025Q4: 5,055 shares; 2026Q1: 8,650 shares; 2026Q2: 12,581 shares 12,581 $6.46M 0.09% +3,931 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: not reported; 2024Q4: not reported; 2025Q1: 29,138 shares; 2025Q2: 31,965 shares; 2025Q3: 27,105 shares; 2025Q4: 28,055 shares; 2026Q1: 29,479 shares; 2026Q2: 44,412 shares 44,412 $6.36M 0.08% +14,933 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,390 shares; 2024Q4: 14,390 shares; 2025Q1: 59,062 shares; 2025Q2: 59,062 shares; 2025Q3: 59,062 shares; 2025Q4: 59,062 shares; 2026Q1: 93,262 shares; 2026Q2: 118,379 shares 118,379 $6.29M 0.08% +25,117 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,648 shares; 2024Q4: 63,603 shares; 2025Q1: 71,200 shares; 2025Q2: 81,341 shares; 2025Q3: 98,899 shares; 2025Q4: 119,642 shares; 2026Q1: 136,437 shares; 2026Q2: 160,753 shares 160,753 $6.29M 0.08% +24,316 Timeline EDV 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: 890,993 shares; 2024Q4: 736,844 shares; 2025Q1: 43,155 shares; 2025Q2: 58,587 shares; 2025Q3: 54,434 shares; 2025Q4: 55,817 shares; 2026Q1: 56,177 shares; 2026Q2: 91,887 shares 91,887 $5.98M 0.08% +35,710 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: 750 shares; 2024Q4: 832 shares; 2025Q1: 963 shares; 2025Q2: 1,789 shares; 2025Q3: 2,141 shares; 2025Q4: 2,515 shares; 2026Q1: 3,700 shares; 2026Q2: 6,356 shares 6,356 $5.95M 0.08% +2,656 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,000 shares; 2026Q2: 49,437 shares 49,437 $5.89M 0.08% +437 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: 8,844 shares; 2024Q4: 8,795 shares; 2025Q1: 8,966 shares; 2025Q2: 8,394 shares; 2025Q3: 13,496 shares; 2025Q4: 8,719 shares; 2026Q1: 16,156 shares; 2026Q2: 18,638 shares 18,638 $5.87M 0.08% +2,482 Timeline JPMB 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: 934,596 shares; 2024Q4: 1,033,698 shares; 2025Q1: 1,094,983 shares; 2025Q2: 88,078 shares; 2025Q3: 111,842 shares; 2025Q4: 128,484 shares; 2026Q1: 140,189 shares; 2026Q2: 141,857 shares 141,857 $5.72M 0.08% +1,668 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: 1,911 shares; 2024Q4: 2,871 shares; 2025Q1: 3,947 shares; 2025Q2: 9,974 shares; 2025Q3: 11,251 shares; 2025Q4: 22,679 shares; 2026Q1: 29,084 shares; 2026Q2: 37,022 shares 37,022 $5.43M 0.07% +7,938 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 43,000 shares; 2026Q2: 86,000 shares 86,000 $5.29M 0.07% +43,000 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: 31,252 shares; 2024Q4: 56,122 shares; 2025Q1: 63,950 shares; 2025Q2: 82,567 shares; 2025Q3: 101,585 shares; 2025Q4: 109,721 shares; 2026Q1: 131,219 shares; 2026Q2: 154,435 shares 154,435 $4.94M 0.07% +23,216 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,437 shares; 2025Q3: 2,476 shares; 2025Q4: 2,730 shares; 2026Q1: 6,417 shares; 2026Q2: 13,012 shares 13,012 $4.71M 0.06% +6,595 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,750 shares; 2024Q4: 4,444 shares; 2025Q1: 5,210 shares; 2025Q2: 6,180 shares; 2025Q3: 8,326 shares; 2025Q4: 8,277 shares; 2026Q1: 8,381 shares; 2026Q2: 37,804 shares 37,804 $4.69M 0.06% +29,423 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,670 shares; 2024Q4: 23,485 shares; 2025Q1: 55,181 shares; 2025Q2: 57,192 shares; 2025Q3: 58,342 shares; 2025Q4: 51,445 shares; 2026Q1: 51,349 shares; 2026Q2: 74,569 shares 74,569 $4.42M 0.06% +23,220 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,084 shares; 2024Q4: 133,108 shares; 2025Q1: 127,817 shares; 2025Q2: 131,972 shares; 2025Q3: 131,614 shares; 2025Q4: 70,724 shares; 2026Q1: 98,989 shares; 2026Q2: 105,289 shares 105,289 $4.29M 0.06% +6,300 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,552 shares; 2025Q2: 9,559 shares; 2025Q3: 10,660 shares; 2025Q4: 10,675 shares; 2026Q1: 10,697 shares; 2026Q2: 10,721 shares 10,721 $4.26M 0.06% +24 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 988 shares; 2025Q2: 988 shares; 2025Q3: 988 shares; 2025Q4: 989 shares; 2026Q1: 1,167 shares; 2026Q2: 10,893 shares 10,893 $4.25M 0.06% +9,726 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,051 shares; 2026Q2: 18,442 shares 18,442 $4.14M 0.05% +15,391 Timeline ANGL 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: 670,653 shares; 2024Q4: 730,415 shares; 2025Q1: 748,228 shares; 2025Q2: 104,857 shares; 2025Q3: 119,678 shares; 2025Q4: 132,582 shares; 2026Q1: 142,121 shares; 2026Q2: 141,453 shares 141,453 $4.14M 0.05% -668 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: 3,571 shares; 2024Q4: 6,933 shares; 2025Q1: 40,459 shares; 2025Q2: 37,600 shares; 2025Q3: 37,234 shares; 2025Q4: 35,587 shares; 2026Q1: 34,663 shares; 2026Q2: 39,474 shares 39,474 $4.1M 0.05% +4,811 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,709 shares; 2026Q2: 11,732 shares 11,732 $4.04M 0.05% +7,023 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: 11,789 shares; 2024Q4: 11,974 shares; 2025Q1: 15,768 shares; 2025Q2: 15,901 shares; 2025Q3: 29,821 shares; 2025Q4: 25,764 shares; 2026Q1: 34,433 shares; 2026Q2: 44,468 shares 44,468 $4.04M 0.05% +10,035 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,020 shares; 2025Q2: 2,943 shares; 2025Q3: 2,826 shares; 2025Q4: 4,298 shares; 2026Q1: 5,365 shares; 2026Q2: 13,386 shares 13,386 $3.99M 0.05% +8,021 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,415 shares; 2026Q2: 27,361 shares 27,361 $3.96M 0.05% +8,946 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 reported; 2024Q4: 4,129 shares; 2025Q1: 17,646 shares; 2025Q2: 19,494 shares; 2025Q3: 27,762 shares; 2025Q4: 28,492 shares; 2026Q1: 39,509 shares; 2026Q2: 53,829 shares 53,829 $3.87M 0.05% +14,320 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: not reported; 2024Q4: 8,687 shares; 2025Q1: 8,882 shares; 2025Q2: 9,796 shares; 2025Q3: 13,725 shares; 2025Q4: 14,031 shares; 2026Q1: 15,362 shares; 2026Q2: 23,331 shares 23,331 $3.78M 0.05% +7,969 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: 5,880 shares; 2025Q2: 6,057 shares; 2025Q3: 9,278 shares; 2025Q4: 17,755 shares; 2026Q1: 34,232 shares; 2026Q2: 42,910 shares 42,910 $3.77M 0.05% +8,678 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,174 shares; 2024Q4: 555,267 shares; 2025Q1: 614,527 shares; 2025Q2: 632,962 shares; 2025Q3: 659,659 shares; 2025Q4: 676,720 shares; 2026Q1: 747,452 shares; 2026Q2: 94,438 shares 94,438 $3.75M 0.05% -653,014 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,515 shares; 2024Q4: 141,863 shares; 2025Q1: 158,069 shares; 2025Q2: 158,316 shares; 2025Q3: 165,059 shares; 2025Q4: 156,332 shares; 2026Q1: 186,434 shares; 2026Q2: 28,125 shares 28,125 $3.65M 0.05% -158,309 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,691 shares; 2025Q3: 2,941 shares; 2025Q4: 4,174 shares; 2026Q1: 10,553 shares; 2026Q2: 11,578 shares 11,578 $3.64M 0.05% +1,025 Timeline RFCI ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 406,767 shares; 2024Q4: 394,541 shares; 2025Q1: 177,447 shares; 2025Q2: 169,227 shares; 2025Q3: 167,253 shares; 2025Q4: 166,813 shares; 2026Q1: 163,430 shares; 2026Q2: 159,660 shares 159,660 $3.56M 0.05% -3,770 Timeline HYGW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,085 shares; 2025Q1: 14,031 shares; 2025Q2: 34,874 shares; 2025Q3: 35,556 shares; 2025Q4: 69,757 shares; 2026Q1: 114,845 shares; 2026Q2: 121,131 shares 121,131 $3.52M 0.05% +6,286 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: 116,494 shares; 2024Q4: 109,496 shares; 2025Q1: 102,340 shares; 2025Q2: 107,490 shares; 2025Q3: 111,154 shares; 2025Q4: 121,907 shares; 2026Q1: 128,188 shares; 2026Q2: 40,548 shares 40,548 $3.35M 0.04% -87,640 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,110 shares; 2025Q4: 37,772 shares; 2026Q1: 43,642 shares; 2026Q2: 23,780 shares 23,780 $3.32M 0.04% -19,862 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: not reported; 2026Q2: 10,820 shares 10,820 $3.26M 0.04% new 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: 7,746 shares; 2024Q4: 9,086 shares; 2025Q1: 15,287 shares; 2025Q2: 23,393 shares; 2025Q3: 34,176 shares; 2025Q4: 39,657 shares; 2026Q1: 40,929 shares; 2026Q2: 74,418 shares 74,418 $3.15M 0.04% +33,489 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,605 shares; 2024Q4: 79,980 shares; 2025Q1: 38,714 shares; 2025Q2: 37,499 shares; 2025Q3: 37,005 shares; 2025Q4: 36,935 shares; 2026Q1: 36,407 shares; 2026Q2: 33,302 shares 33,302 $3.13M 0.04% -3,105 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: 492 shares; 2024Q4: 548 shares; 2025Q1: 853 shares; 2025Q2: 1,234 shares; 2025Q3: 1,169 shares; 2025Q4: 1,386 shares; 2026Q1: 2,174 shares; 2026Q2: 4,924 shares 4,924 $3.12M 0.04% +2,750 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: 13,547 shares; 2024Q4: 18,481 shares; 2025Q1: 18,546 shares; 2025Q2: 20,646 shares; 2025Q3: 20,646 shares; 2025Q4: 20,688 shares; 2026Q1: 21,122 shares; 2026Q2: 22,637 shares 22,637 $3.11M 0.04% +1,515 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: 5,849 shares; 2024Q4: 6,851 shares; 2025Q1: 7,514 shares; 2025Q2: 13,160 shares; 2025Q3: 17,465 shares; 2025Q4: 18,035 shares; 2026Q1: 23,788 shares; 2026Q2: 32,060 shares 32,060 $3.09M 0.04% +8,272 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: 3,991 shares; 2024Q4: 4,075 shares; 2025Q1: 3,949 shares; 2025Q2: 4,048 shares; 2025Q3: 7,641 shares; 2025Q4: 8,208 shares; 2026Q1: 11,615 shares; 2026Q2: 23,896 shares 23,896 $3.02M 0.04% +12,281 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,846 shares; 2025Q2: 2,870 shares; 2025Q3: 2,870 shares; 2025Q4: 2,992 shares; 2026Q1: 3,092 shares; 2026Q2: 11,122 shares 11,122 $3.01M 0.04% +8,030 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $2.97M 0.04% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,654 shares; 2025Q4: 12,816 shares; 2026Q1: 6,199 shares; 2026Q2: 6,835 shares 6,835 $2.96M 0.04% +636 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,557 shares; 2025Q1: 1,557 shares; 2025Q2: 476,135 shares; 2025Q3: 482,122 shares; 2025Q4: 485,141 shares; 2026Q1: 27,156 shares; 2026Q2: 10,806 shares 10,806 $2.96M 0.04% -16,350 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,842 shares; 2025Q3: 53,805 shares; 2025Q4: 21,025 shares; 2026Q1: 7,862 shares; 2026Q2: 29,196 shares 29,196 $2.94M 0.04% +21,334 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,241 shares; 2024Q4: 9,824 shares; 2025Q1: 34,124 shares; 2025Q2: 34,706 shares; 2025Q3: 35,993 shares; 2025Q4: 33,819 shares; 2026Q1: 33,172 shares; 2026Q2: 37,070 shares 37,070 $2.82M 0.04% +3,898 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: 898 shares; 2024Q4: 971 shares; 2025Q1: 1,545 shares; 2025Q2: 1,613 shares; 2025Q3: 1,492 shares; 2025Q4: 1,285 shares; 2026Q1: 7,412 shares; 2026Q2: 12,828 shares 12,828 $2.8M 0.04% +5,416 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 529 shares; 2025Q2: 656 shares; 2025Q3: 651 shares; 2025Q4: 2,175 shares; 2026Q1: 2,299 shares; 2026Q2: 2,754 shares 2,754 $2.79M 0.04% +455 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: 6,703 shares; 2024Q4: 7,708 shares; 2025Q1: 7,630 shares; 2025Q2: 9,494 shares; 2025Q3: 9,374 shares; 2025Q4: 9,236 shares; 2026Q1: 12,411 shares; 2026Q2: 12,729 shares 12,729 $2.77M 0.04% +318 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: 61,975 shares; 2024Q4: 58,033 shares; 2025Q1: 58,937 shares; 2025Q2: 56,146 shares; 2025Q3: 55,385 shares; 2025Q4: 47,203 shares; 2026Q1: 56,618 shares; 2026Q2: 38,750 shares 38,750 $2.76M 0.04% -17,868 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: 2,317 shares; 2024Q4: 2,160 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,336 shares; 2026Q1: 2,719 shares; 2026Q2: 22,870 shares 22,870 $2.73M 0.04% +20,151 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 7,400 shares; 2025Q4: 7,712 shares; 2026Q1: 23,286 shares; 2026Q2: 23,286 shares 23,286 $2.65M 0.04% 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: 379 shares; 2024Q4: 484 shares; 2025Q1: 4,458 shares; 2025Q2: 4,571 shares; 2025Q3: 4,770 shares; 2025Q4: 4,693 shares; 2026Q1: 4,831 shares; 2026Q2: 4,936 shares 4,936 $2.47M 0.03% +105 Timeline MOTI 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: 1,350,546 shares; 2024Q4: 753,502 shares; 2025Q1: 857,841 shares; 2025Q2: 898,984 shares; 2025Q3: 935,121 shares; 2025Q4: 975,633 shares; 2026Q1: 1,044,587 shares; 2026Q2: 74,216 shares 74,216 $2.47M 0.03% -970,371 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: 4,026 shares; 2024Q4: 4,233 shares; 2025Q1: 4,780 shares; 2025Q2: 5,069 shares; 2025Q3: 7,957 shares; 2025Q4: 4,956 shares; 2026Q1: 9,040 shares; 2026Q2: 18,013 shares 18,013 $2.44M 0.03% +8,973 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: 231,040 shares; 2024Q4: 535,776 shares; 2025Q1: 586,689 shares; 2025Q2: 6,777 shares; 2025Q3: 6,777 shares; 2025Q4: 6,795 shares; 2026Q1: 13,596 shares; 2026Q2: 16,300 shares 16,300 $2.42M 0.03% +2,704 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,154 shares; 2025Q2: 33,558 shares; 2025Q3: 31,975 shares; 2025Q4: 29,063 shares; 2026Q1: 28,278 shares; 2026Q2: 43,317 shares 43,317 $2.41M 0.03% +15,039 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: 1,013 shares; 2024Q4: 1,463 shares; 2025Q1: 1,356 shares; 2025Q2: 2,072 shares; 2025Q3: 2,681 shares; 2025Q4: 3,932 shares; 2026Q1: 5,375 shares; 2026Q2: 5,642 shares 5,642 $2.4M 0.03% +267 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,331 shares; 2024Q4: 1,353 shares; 2025Q1: 1,386 shares; 2025Q2: 1,364 shares; 2025Q3: 1,588 shares; 2025Q4: 1,593 shares; 2026Q1: 1,593 shares; 2026Q2: 3,113 shares 3,113 $2.32M 0.03% +1,520 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264 shares; 2026Q2: 1,157 shares 1,157 $2.3M 0.03% +893 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,718 shares; 2024Q4: 197,407 shares; 2025Q1: 85,922 shares; 2025Q2: 112,833 shares; 2025Q3: 107,971 shares; 2025Q4: 107,890 shares; 2026Q1: 107,273 shares; 2026Q2: 100,806 shares 100,806 $2.3M 0.03% -6,467 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,935 shares 16,935 $2.29M 0.03% new 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: 1,735 shares; 2024Q4: 1,895 shares; 2025Q1: 2,795 shares; 2025Q2: 2,711 shares; 2025Q3: 2,601 shares; 2025Q4: 2,525 shares; 2026Q1: 2,492 shares; 2026Q2: 3,257 shares 3,257 $2.24M 0.03% +765 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: 9,925 shares 9,925 $2.22M 0.03% new 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: 1,269 shares; 2025Q4: 1,476 shares; 2026Q1: 2,091 shares; 2026Q2: 2,298 shares 2,298 $2.22M 0.03% +207 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: 9,925 shares 9,925 $2.19M 0.03% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,400 shares; 2024Q4: 3,939 shares; 2025Q1: 4,535 shares; 2025Q2: 4,173 shares; 2025Q3: 7,612 shares; 2025Q4: 7,688 shares; 2026Q1: 15,244 shares; 2026Q2: 20,783 shares 20,783 $2.16M 0.03% +5,539 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 reported; 2024Q4: not reported; 2025Q1: 884 shares; 2025Q2: 1,124 shares; 2025Q3: 1,130 shares; 2025Q4: 3,358 shares; 2026Q1: 5,288 shares; 2026Q2: 6,275 shares 6,275 $2.14M 0.03% +987 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,111 shares; 2024Q4: 2,697 shares; 2025Q1: 4,972 shares; 2025Q2: 5,065 shares; 2025Q3: 5,039 shares; 2025Q4: 5,039 shares; 2026Q1: 5,346 shares; 2026Q2: 5,836 shares 5,836 $2.14M 0.03% +490 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: 8,744 shares; 2024Q4: 9,881 shares; 2025Q1: 10,815 shares; 2025Q2: 12,477 shares; 2025Q3: 14,068 shares; 2025Q4: 15,032 shares; 2026Q1: 23,245 shares; 2026Q2: 30,971 shares 30,971 $2.12M 0.03% +7,726 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 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 $2.1M 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,732 shares; 2024Q4: 9,313 shares; 2025Q1: 10,848 shares; 2025Q2: 8,845 shares; 2025Q3: 11,016 shares; 2025Q4: 11,403 shares; 2026Q1: 12,753 shares; 2026Q2: 19,015 shares 19,015 $2.1M 0.03% +6,262 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,603 shares; 2024Q4: 1,621 shares; 2025Q1: 1,696 shares; 2025Q2: 1,221 shares; 2025Q3: 2,686 shares; 2025Q4: 3,936 shares; 2026Q1: 3,857 shares; 2026Q2: 9,244 shares 9,244 $2.07M 0.03% +5,387 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: 2,836 shares; 2024Q4: 2,658 shares; 2025Q1: 3,780 shares; 2025Q2: 1,940 shares; 2025Q3: 3,528 shares; 2025Q4: 4,927 shares; 2026Q1: 6,842 shares; 2026Q2: 7,559 shares 7,559 $2.06M 0.03% +717 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,883 shares; 2024Q4: 3,630 shares; 2025Q1: 3,543 shares; 2025Q2: 3,543 shares; 2025Q3: 3,543 shares; 2025Q4: 3,552 shares; 2026Q1: 3,571 shares; 2026Q2: 3,573 shares 3,573 $2.05M 0.03% +2 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: 1,081 shares; 2024Q4: 1,451 shares; 2025Q1: 1,612 shares; 2025Q2: 2,216 shares; 2025Q3: 1,643 shares; 2025Q4: 2,524 shares; 2026Q1: 4,189 shares; 2026Q2: 6,043 shares 6,043 $2.04M 0.03% +1,854 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,021 shares; 2025Q2: 2,017 shares; 2025Q3: 2,525 shares; 2025Q4: 9,267 shares; 2026Q1: 12,077 shares; 2026Q2: 5,170 shares 5,170 $1.93M 0.03% -6,907 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 reported; 2024Q4: not reported; 2025Q1: 5,203 shares; 2025Q2: 6,853 shares; 2025Q3: 19,838 shares; 2025Q4: 21,560 shares; 2026Q1: 32,385 shares; 2026Q2: 32,862 shares 32,862 $1.89M 0.03% +477 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,846 shares; 2025Q4: 2,958 shares; 2026Q1: 6,725 shares; 2026Q2: 7,268 shares 7,268 $1.89M 0.03% +543 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,166 shares; 2024Q4: 2,526 shares; 2025Q1: 3,651 shares; 2025Q2: 3,163 shares; 2025Q3: 5,427 shares; 2025Q4: 8,038 shares; 2026Q1: 9,553 shares; 2026Q2: 10,217 shares 10,217 $1.89M 0.02% +664 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: 1,428 shares; 2024Q4: 1,840 shares; 2025Q1: 1,881 shares; 2025Q2: 2,298 shares; 2025Q3: 2,298 shares; 2025Q4: 2,154 shares; 2026Q1: 3,319 shares; 2026Q2: 21,476 shares 21,476 $1.85M 0.02% +18,157 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: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 1,623 shares; 2026Q1: 1,629 shares; 2026Q2: 2,399 shares 2,399 $1.81M 0.02% +770 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 reported; 2024Q4: not reported; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,485 shares; 2025Q4: 1,985 shares; 2026Q1: 2,049 shares; 2026Q2: 2,349 shares 2,349 $1.79M 0.02% +300 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 981 shares; 2025Q4: 1,287 shares; 2026Q1: 1,253 shares; 2026Q2: 2,474 shares 2,474 $1.79M 0.02% +1,221 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,233 shares 7,233 $1.72M 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares; 2026Q2: 2,291 shares 2,291 $1.65M 0.02% +468 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,965 shares; 2026Q2: 18,101 shares 18,101 $1.64M 0.02% +2,136 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,047 shares; 2026Q1: 2,712 shares; 2026Q2: 4,037 shares 4,037 $1.6M 0.02% +1,325 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,484 shares; 2024Q4: 6,414 shares; 2025Q1: 11,764 shares; 2025Q2: 14,050 shares; 2025Q3: 15,402 shares; 2025Q4: 17,438 shares; 2026Q1: 19,345 shares; 2026Q2: 18,549 shares 18,549 $1.6M 0.02% -796 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,550 shares; 2024Q4: 6,577 shares; 2025Q1: 4,988 shares; 2025Q2: 4,988 shares; 2025Q3: 5,288 shares; 2025Q4: 9,486 shares; 2026Q1: 8,388 shares; 2026Q2: 8,707 shares 8,707 $1.53M 0.02% +319 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: 2,625 shares; 2024Q4: 2,709 shares; 2025Q1: 4,187 shares; 2025Q2: 4,476 shares; 2025Q3: 4,901 shares; 2025Q4: 2,929 shares; 2026Q1: 5,054 shares; 2026Q2: 7,003 shares 7,003 $1.52M 0.02% +1,949 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: 1,046 shares; 2025Q1: 1,441 shares; 2025Q2: 2,662 shares; 2025Q3: 3,201 shares; 2025Q4: 3,118 shares; 2026Q1: 3,819 shares; 2026Q2: 4,543 shares 4,543 $1.5M 0.02% +724 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: not reported; 2024Q4: 588 shares; 2025Q1: 1,812 shares; 2025Q2: 1,739 shares; 2025Q3: 1,739 shares; 2025Q4: 1,927 shares; 2026Q1: 2,672 shares; 2026Q2: 2,936 shares 2,936 $1.5M 0.02% +264 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,636 shares; 2025Q1: 2,351 shares; 2025Q2: 13,778 shares; 2025Q3: 13,778 shares; 2025Q4: 13,778 shares; 2026Q1: 13,604 shares; 2026Q2: 13,888 shares 13,888 $1.49M 0.02% +284 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: 3,648 shares; 2024Q4: 3,910 shares; 2025Q1: 3,910 shares; 2025Q2: 4,484 shares; 2025Q3: 5,288 shares; 2025Q4: 5,452 shares; 2026Q1: 5,814 shares; 2026Q2: 6,258 shares 6,258 $1.48M 0.02% +444 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: 27,503 shares; 2024Q4: 29,711 shares; 2025Q1: 33,298 shares; 2025Q2: 2,556 shares; 2025Q3: 2,602 shares; 2025Q4: 2,940 shares; 2026Q1: 3,319 shares; 2026Q2: 3,556 shares 3,556 $1.48M 0.02% +237 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,509 shares 5,509 $1.47M 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,300 shares 12,300 $1.44M 0.02% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,363 shares; 2024Q4: 97,427 shares; 2025Q1: 108,461 shares; 2025Q2: 58,195 shares; 2025Q3: 59,592 shares; 2025Q4: 63,701 shares; 2026Q1: 69,030 shares; 2026Q2: 77,445 shares 77,445 $1.43M 0.02% +8,415 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,020 shares; 2024Q4: 3,581 shares; 2025Q1: 5,380 shares; 2025Q2: 5,904 shares; 2025Q3: 21,158 shares; 2025Q4: 21,308 shares; 2026Q1: 24,915 shares; 2026Q2: 33,301 shares 33,301 $1.42M 0.02% +8,386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,721 shares; 2025Q3: 1,821 shares; 2025Q4: 2,090 shares; 2026Q1: 4,779 shares; 2026Q2: 8,395 shares 8,395 $1.42M 0.02% +3,616 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: not reported; 2024Q4: 437 shares; 2025Q1: 471 shares; 2025Q2: 494 shares; 2025Q3: 746 shares; 2025Q4: 1,448 shares; 2026Q1: 2,138 shares; 2026Q2: 2,704 shares 2,704 $1.38M 0.02% +566 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,711 shares; 2026Q2: 4,011 shares 4,011 $1.37M 0.02% +2,300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,759 shares; 2026Q1: 15,398 shares; 2026Q2: 15,435 shares 15,435 $1.34M 0.02% +37 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 838 shares; 2026Q1: 901 shares; 2026Q2: 3,437 shares 3,437 $1.33M 0.02% +2,536 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,907 shares; 2025Q3: 9,271 shares; 2025Q4: 10,111 shares; 2026Q1: 11,275 shares; 2026Q2: 12,437 shares 12,437 $1.32M 0.02% +1,162 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: 1,696 shares; 2025Q3: 5,504 shares; 2025Q4: 5,684 shares; 2026Q1: 8,054 shares; 2026Q2: 6,330 shares 6,330 $1.32M 0.02% -1,724 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: 2,246 shares; 2025Q3: 2,759 shares; 2025Q4: 3,448 shares; 2026Q1: 8,345 shares; 2026Q2: 8,672 shares 8,672 $1.31M 0.02% +327 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 3,621 shares; 2025Q4: 6,932 shares; 2026Q1: 8,083 shares; 2026Q2: 8,987 shares 8,987 $1.31M 0.02% +904 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,650 shares 23,650 $1.3M 0.02% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,219 shares; 2026Q1: 4,545 shares; 2026Q2: 6,071 shares 6,071 $1.29M 0.02% +1,526 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: 6,063 shares; 2026Q2: 6,167 shares 6,167 $1.28M 0.02% +104 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,478 shares; 2024Q4: 8,200 shares; 2025Q1: 8,890 shares; 2025Q2: 5,115 shares; 2025Q3: 10,149 shares; 2025Q4: 11,369 shares; 2026Q1: 13,487 shares; 2026Q2: 16,722 shares 16,722 $1.24M 0.02% +3,235 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 reported; 2024Q4: not reported; 2025Q1: 20,209 shares; 2025Q2: 22,162 shares; 2025Q3: 35,618 shares; 2025Q4: 38,266 shares; 2026Q1: 46,065 shares; 2026Q2: 58,916 shares 58,916 $1.22M 0.02% +12,851 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: 6,305 shares; 2024Q4: 6,502 shares; 2025Q1: 7,503 shares; 2025Q2: 8,788 shares; 2025Q3: 8,732 shares; 2025Q4: 8,584 shares; 2026Q1: 9,684 shares; 2026Q2: 10,330 shares 10,330 $1.22M 0.02% +646 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,148 shares; 2025Q1: 3,487 shares; 2025Q2: 2,593 shares; 2025Q3: 2,593 shares; 2025Q4: 2,503 shares; 2026Q1: 2,838 shares; 2026Q2: 14,500 shares 14,500 $1.17M 0.02% +11,662 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 566 shares; 2026Q1: 929 shares; 2026Q2: 1,630 shares 1,630 $1.16M 0.02% +701 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,708 shares; 2025Q2: 13,708 shares; 2025Q3: 13,708 shares; 2025Q4: 13,708 shares; 2026Q1: 13,615 shares; 2026Q2: 16,931 shares 16,931 $1.16M 0.02% +3,316 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,348 shares; 2026Q2: 6,765 shares 6,765 $1.13M 0.02% +5,417 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: not reported; 2024Q4: 3,518 shares; 2025Q1: 3,960 shares; 2025Q2: 4,518 shares; 2025Q3: 4,345 shares; 2025Q4: 4,315 shares; 2026Q1: 4,508 shares; 2026Q2: 4,608 shares 4,608 $1.12M 0.01% +100 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 reported; 2024Q4: not reported; 2025Q1: 9,809 shares; 2025Q2: 11,947 shares; 2025Q3: 17,583 shares; 2025Q4: 24,049 shares; 2026Q1: 43,534 shares; 2026Q2: 45,974 shares 45,974 $1.11M 0.01% +2,440 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: 3,395 shares; 2025Q2: 4,238 shares; 2025Q3: 4,616 shares; 2025Q4: 7,075 shares; 2026Q1: 8,747 shares; 2026Q2: 12,010 shares 12,010 $1.1M 0.01% +3,263 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,152 shares; 2024Q4: 93,054 shares; 2025Q1: 107,634 shares; 2025Q2: 26,571 shares; 2025Q3: 34,349 shares; 2025Q4: 48,713 shares; 2026Q1: 59,904 shares; 2026Q2: 67,845 shares 67,845 $1.08M 0.01% +7,941 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: not reported; 2025Q1: 5,216 shares; 2025Q2: 6,502 shares; 2025Q3: 6,427 shares; 2025Q4: 6,623 shares; 2026Q1: 14,792 shares; 2026Q2: 17,574 shares 17,574 $1.06M 0.01% +2,782 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,307 shares; 2026Q1: 7,807 shares; 2026Q2: 9,114 shares 9,114 $1.04M 0.01% +1,307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,458 shares; 2025Q4: 4,387 shares; 2026Q1: 5,969 shares; 2026Q2: 17,958 shares 17,958 $1.04M 0.01% +11,989 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: 12,000 shares; 2024Q4: 12,907 shares; 2025Q1: 14,071 shares; 2025Q2: 13,927 shares; 2025Q3: 15,815 shares; 2025Q4: 17,305 shares; 2026Q1: 15,868 shares; 2026Q2: 16,371 shares 16,371 $1.03M 0.01% +503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,173 shares; 2025Q3: 9,114 shares; 2025Q4: 9,143 shares; 2026Q1: 10,193 shares; 2026Q2: 10,864 shares 10,864 $1M 0.01% +671 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: not reported; 2025Q1: 1,567 shares; 2025Q2: 1,361 shares; 2025Q3: 1,361 shares; 2025Q4: 1,361 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $968K 0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,593 shares; 2025Q4: 7,593 shares; 2026Q1: 7,603 shares; 2026Q2: 7,603 shares 7,603 $913K 0.01% 0 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: 4,028 shares; 2025Q2: 4,086 shares; 2025Q3: 8,720 shares; 2025Q4: 9,590 shares; 2026Q1: 8,980 shares; 2026Q2: 12,224 shares 12,224 $909K 0.01% +3,244 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,282 shares 2,282 $900K 0.01% 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: 36,479 shares; 2025Q3: 56,834 shares; 2025Q4: 57,434 shares; 2026Q1: 58,230 shares; 2026Q2: 18,832 shares 18,832 $895K 0.01% -39,398 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,387 shares; 2026Q2: 8,687 shares 8,687 $876K 0.01% +300 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,493 shares; 2024Q4: 36,319 shares; 2025Q1: 41,577 shares; 2025Q2: 18,291 shares; 2025Q3: 18,614 shares; 2025Q4: 13,176 shares; 2026Q1: 22,013 shares; 2026Q2: 23,190 shares 23,190 $848K 0.01% +1,177 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,017 shares 1,017 $844K 0.01% +3 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 459 shares; 2026Q1: 665 shares; 2026Q2: 866 shares 866 $833K 0.01% +201 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: 628 shares; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,832 shares; 2026Q1: 2,428 shares; 2026Q2: 2,929 shares 2,929 $807K 0.01% +501 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,621 shares; 2026Q1: 1,727 shares; 2026Q2: 3,590 shares 3,590 $800K 0.01% +1,863 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,640 shares; 2024Q4: 16,721 shares; 2025Q1: 16,818 shares; 2025Q2: 6,765 shares; 2025Q3: 18,693 shares; 2025Q4: 21,885 shares; 2026Q1: 6,308 shares; 2026Q2: 9,437 shares 9,437 $799K 0.01% +3,129 Timeline PRFZ 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: 12,169 shares; 2024Q4: 11,904 shares; 2025Q1: 12,124 shares; 2025Q2: 7,975 shares; 2025Q3: 12,379 shares; 2025Q4: 12,599 shares; 2026Q1: 14,094 shares; 2026Q2: 14,094 shares 14,094 $786K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: not reported; 2025Q3: 1,804 shares; 2025Q4: not reported; 2026Q1: 3,391 shares; 2026Q2: 6,555 shares 6,555 $769K 0.01% +3,164 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares; 2026Q2: 32,000 shares 32,000 $767K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 4,323 shares 4,323 $767K 0.01% +1,823 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,822 shares; 2025Q2: 3,822 shares; 2025Q3: 3,822 shares; 2025Q4: 3,822 shares; 2026Q1: 9,084 shares; 2026Q2: 9,259 shares 9,259 $751K 0.01% +175 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,799 shares; 2024Q4: 14,799 shares; 2025Q1: 40,036 shares; 2025Q2: 38,540 shares; 2025Q3: 38,540 shares; 2025Q4: 28,574 shares; 2026Q1: 42,284 shares; 2026Q2: 42,284 shares 42,284 $750K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668 shares; 2026Q2: 766 shares 766 $749K 0.01% +98 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,012 shares; 2026Q1: 26,012 shares; 2026Q2: 26,564 shares 26,564 $749K 0.01% +552 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,676 shares; 2026Q1: 3,734 shares; 2026Q2: 4,356 shares 4,356 $740K 0.01% +622 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 2,528 shares; 2026Q2: 2,528 shares 2,528 $732K 0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,972 shares; 2024Q4: 5,061 shares; 2025Q1: 22,729 shares; 2025Q2: 12,337 shares; 2025Q3: 8,728 shares; 2025Q4: 7,643 shares; 2026Q1: 7,544 shares; 2026Q2: 7,544 shares 7,544 $728K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,676 shares; 2025Q2: 1,640 shares; 2025Q3: 2,196 shares; 2025Q4: 2,223 shares; 2026Q1: 3,425 shares; 2026Q2: 3,619 shares 3,619 $726K 0.01% +194 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: 1,291 shares; 2024Q4: 2,313 shares; 2025Q1: 2,052 shares; 2025Q2: 1,863 shares; 2025Q3: 1,969 shares; 2025Q4: 1,655 shares; 2026Q1: 1,702 shares; 2026Q2: 2,389 shares 2,389 $718K 0.01% +687 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 900 shares; 2026Q1: 1,166 shares; 2026Q2: 2,023 shares 2,023 $717K 0.01% +857 Timeline IEO 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: 7,066 shares; 2025Q3: 5,392 shares; 2025Q4: 7,696 shares; 2026Q1: 7,377 shares; 2026Q2: 6,491 shares 6,491 $713K 0.01% -886 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,870 shares; 2025Q1: 10,870 shares; 2025Q2: 15,009 shares; 2025Q3: 15,009 shares; 2025Q4: 15,009 shares; 2026Q1: 15,009 shares; 2026Q2: 15,009 shares 15,009 $708K 0.01% 0 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: 2,723 shares; 2026Q1: 4,759 shares; 2026Q2: 5,047 shares 5,047 $706K 0.01% +288 Timeline EMM GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,266 shares; 2025Q1: 15,490 shares; 2025Q2: 15,490 shares; 2025Q3: 15,490 shares; 2025Q4: 15,490 shares; 2026Q1: 15,490 shares; 2026Q2: 15,490 shares 15,490 $701K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,746 shares; 2025Q1: 6,975 shares; 2025Q2: 6,975 shares; 2025Q3: 6,975 shares; 2025Q4: 7,297 shares; 2026Q1: 9,772 shares; 2026Q2: 11,648 shares 11,648 $695K 0.01% +1,876 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,478 shares; 2026Q2: 2,250 shares 2,250 $682K 0.01% +772 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,021 shares; 2025Q4: 6,115 shares; 2026Q1: 6,115 shares; 2026Q2: 8,628 shares 8,628 $669K 0.01% +2,513 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,891 shares; 2026Q1: 2,270 shares; 2026Q2: 3,012 shares 3,012 $665K 0.01% +742 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,986 shares; 2024Q4: 28,838 shares; 2025Q1: 12,180 shares; 2025Q2: 11,916 shares; 2025Q3: 11,764 shares; 2025Q4: 11,798 shares; 2026Q1: 11,643 shares; 2026Q2: 11,507 shares 11,507 $656K 0.01% -136 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 41,153 shares 41,153 $654K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,495 shares; 2026Q2: 1,566 shares 1,566 $650K 0.01% +71 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: not reported; 2024Q4: not reported; 2025Q1: 1,924 shares; 2025Q2: not reported; 2025Q3: 3,738 shares; 2025Q4: 3,447 shares; 2026Q1: 3,589 shares; 2026Q2: 5,103 shares 5,103 $645K 0.01% +1,514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,768 shares 8,768 $643K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,943 shares; 2026Q1: 1,459 shares; 2026Q2: 2,172 shares 2,172 $637K 0.01% +713 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: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: 5,618 shares; 2025Q3: 5,618 shares; 2025Q4: 5,677 shares; 2026Q1: 6,247 shares; 2026Q2: 6,884 shares 6,884 $632K 0.01% +637 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares; 2026Q2: 16,000 shares 16,000 $624K 0.01% -2,000 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,574 shares 65,574 $616K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,555 shares; 2025Q3: 4,215 shares; 2025Q4: 4,249 shares; 2026Q1: 4,349 shares; 2026Q2: 5,071 shares 5,071 $600K 0.01% +722 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,569 shares 19,569 $591K 0.01% new Timeline PXF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,583 shares; 2025Q3: 5,627 shares; 2025Q4: 7,162 shares; 2026Q1: 7,428 shares; 2026Q2: 7,773 shares 7,773 $588K 0.01% +345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,152 shares; 2026Q2: 16,207 shares 16,207 $586K 0.01% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 1,634 shares; 2026Q2: 2,347 shares 2,347 $583K 0.01% +713 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,009 shares 2,009 $569K 0.01% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,621 shares; 2024Q4: 10,637 shares; 2025Q1: 17,473 shares; 2025Q2: 9,949 shares; 2025Q3: 9,809 shares; 2025Q4: 5,882 shares; 2026Q1: 9,720 shares; 2026Q2: 9,866 shares 9,866 $569K 0.01% +146 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 708 shares 708 $560K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,262 shares; 2026Q2: 1,670 shares 1,670 $559K 0.01% +408 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,788 shares; 2026Q2: 2,870 shares 2,870 $558K 0.01% +82 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,831 shares 5,831 $546K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ 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: 10,000 shares; 2026Q2: 10,033 shares 10,033 $534K 0.01% +33 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 3,268 shares; 2026Q1: 3,273 shares; 2026Q2: 3,624 shares 3,624 $529K 0.01% +351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 2,316 shares; 2026Q1: 2,322 shares; 2026Q2: 3,867 shares 3,867 $529K 0.01% +1,545 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,177 shares; 2026Q2: 1,805 shares 1,805 $525K 0.01% +628 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,916 shares; 2025Q3: 4,916 shares; 2025Q4: 7,158 shares; 2026Q1: 7,242 shares; 2026Q2: 9,610 shares 9,610 $515K 0.01% +2,368 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,929 shares; 2025Q4: 2,907 shares; 2026Q1: 2,977 shares; 2026Q2: 3,081 shares 3,081 $514K 0.01% +104 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,036 shares; 2026Q2: 4,956 shares 4,956 $513K 0.01% +1,920 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,586 shares; 2025Q4: 12,587 shares; 2026Q1: 14,424 shares; 2026Q2: 16,151 shares 16,151 $507K 0.01% +1,727 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: not reported; 2025Q3: 2,695 shares; 2025Q4: 3,138 shares; 2026Q1: 3,488 shares; 2026Q2: 4,614 shares 4,614 $506K 0.01% +1,126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,459 shares; 2026Q1: 4,081 shares; 2026Q2: 6,457 shares 6,457 $505K 0.01% +2,376 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,040 shares 1,040 $503K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,397 shares; 2026Q2: 9,241 shares 9,241 $501K 0.01% +2,844 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC 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: 34,028 shares; 2025Q4: 34,351 shares; 2026Q1: 37,553 shares; 2026Q2: 42,751 shares 42,751 $490K 0.01% +5,198 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 612 shares; 2025Q2: 987 shares; 2025Q3: 908 shares; 2025Q4: 899 shares; 2026Q1: 929 shares; 2026Q2: 987 shares 987 $490K 0.01% +58 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: 3,290 shares; 2026Q1: 11,790 shares; 2026Q2: 11,932 shares 11,932 $490K 0.01% +142 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares; 2026Q2: 2,139 shares 2,139 $486K 0.01% +578 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 943 shares; 2025Q4: 975 shares; 2026Q1: 1,252 shares; 2026Q2: 2,390 shares 2,390 $482K 0.01% +1,138 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares; 2026Q2: 2,018 shares 2,018 $480K 0.01% +658 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 20,000 shares; 2026Q2: 20,000 shares 20,000 $480K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,241 shares; 2026Q1: 2,241 shares; 2026Q2: 3,050 shares 3,050 $477K 0.01% +809 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948 shares; 2026Q1: 11,304 shares; 2026Q2: 1,511 shares 1,511 $473K 0.01% -9,793 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,113 shares; 2024Q4: 6,223 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,269 shares; 2026Q1: 8,709 shares; 2026Q2: 9,493 shares 9,493 $473K 0.01% +784 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: 11,920 shares; 2024Q4: 11,920 shares; 2025Q1: 12,356 shares; 2025Q2: 11,820 shares; 2025Q3: 13,620 shares; 2025Q4: 14,417 shares; 2026Q1: not reported; 2026Q2: 12,833 shares 12,833 $472K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 4,409 shares; 2025Q3: 7,034 shares; 2025Q4: 7,363 shares; 2026Q1: 7,509 shares; 2026Q2: 7,534 shares 7,534 $465K 0.01% +25 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: 4,879 shares; 2024Q4: 5,319 shares; 2025Q1: 6,047 shares; 2025Q2: 5,719 shares; 2025Q3: 5,945 shares; 2025Q4: 6,529 shares; 2026Q1: 4,243 shares; 2026Q2: 4,543 shares 4,543 $464K 0.01% +300 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 6,972 shares; 2025Q1: 6,972 shares; 2025Q2: 6,972 shares; 2025Q3: 6,972 shares; 2025Q4: 6,497 shares; 2026Q1: 6,497 shares; 2026Q2: 6,300 shares 6,300 $460K 0.01% -197 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,050 shares; 2025Q1: 9,050 shares; 2025Q2: 9,050 shares; 2025Q3: 9,050 shares; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares; 2026Q2: 9,050 shares 9,050 $446K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,873 shares; 2026Q1: 5,505 shares; 2026Q2: 6,081 shares 6,081 $439K 0.01% +576 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $433K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 196 shares; 2025Q3: 374 shares; 2025Q4: 2,410 shares; 2026Q1: 2,481 shares; 2026Q2: 4,354 shares 4,354 $432K 0.01% +1,873 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: 4,197 shares; 2025Q4: 4,202 shares; 2026Q1: 4,262 shares; 2026Q2: 4,625 shares 4,625 $432K 0.01% +363 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 58,152 shares; 2026Q2: 57,837 shares 57,837 $429K 0.01% -315 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 1,147 shares; 2026Q1: 1,599 shares; 2026Q2: 2,053 shares 2,053 $423K 0.01% +454 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 3,061 shares 3,061 $415K 0.01% new Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,652 shares; 2024Q4: 2,652 shares; 2025Q1: 2,652 shares; 2025Q2: 2,652 shares; 2025Q3: 2,652 shares; 2025Q4: 2,664 shares; 2026Q1: 2,664 shares; 2026Q2: 2,362 shares 2,362 $412K 0.01% -302 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: not reported; 2026Q2: 511 shares 511 $406K 0.01% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,405 shares; 2026Q1: 1,416 shares; 2026Q2: 1,430 shares 1,430 $405K 0.01% +14 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,512 shares 2,512 $402K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,178 shares 10,178 $401K 0.01% +178 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,353 shares; 2025Q1: 6,353 shares; 2025Q2: 6,353 shares; 2025Q3: 9,552 shares; 2025Q4: 6,577 shares; 2026Q1: 6,577 shares; 2026Q2: 7,067 shares 7,067 $400K 0.01% +490 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,231 shares 4,231 $400K 0.01% new Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS 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: 8,743 shares 8,743 $394K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 796 shares; 2026Q1: 1,565 shares; 2026Q2: 1,709 shares 1,709 $392K 0.01% +144 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,818 shares; 2025Q3: 5,488 shares; 2025Q4: 5,744 shares; 2026Q1: 6,272 shares; 2026Q2: 7,031 shares 7,031 $388K 0.01% +759 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING 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: 20,000 shares; 2026Q2: 20,091 shares 20,091 $388K 0.01% +91 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 403 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares; 2026Q2: 844 shares 844 $387K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,267 shares 8,267 $384K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 8,785 shares; 2026Q1: not reported; 2026Q2: 2,341 shares 2,341 $382K 0.01% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,027 shares; 2025Q1: 2,067 shares; 2025Q2: 2,267 shares; 2025Q3: 2,278 shares; 2025Q4: 2,478 shares; 2026Q1: 2,478 shares; 2026Q2: 2,478 shares 2,478 $377K <0.01% 0 Timeline SITIY SITC INTL HLDGS CO LTD ADR(CAY More: the full row for SITC INTL HLDGS CO LTD ADR(CAY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,347 shares; 2025Q4: 8,482 shares; 2026Q1: 8,860 shares; 2026Q2: 9,393 shares 9,393 $376K <0.01% +533 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,726 shares; 2026Q2: 1,974 shares 1,974 $374K <0.01% +248 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 408 shares; 2026Q1: 613 shares; 2026Q2: 917 shares 917 $373K <0.01% +304 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,581 shares; 2026Q1: 5,601 shares; 2026Q2: 6,001 shares 6,001 $372K <0.01% +400 Timeline MAS MASCO CORP More: the full row for MASCO 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: 4,538 shares 4,538 $369K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA 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: 2,244 shares; 2026Q1: 2,249 shares; 2026Q2: 2,304 shares 2,304 $365K <0.01% +55 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,509 shares 5,509 $365K <0.01% new Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 6,007 shares; 2025Q3: 6,007 shares; 2025Q4: 5,371 shares; 2026Q1: 5,371 shares; 2026Q2: 5,371 shares 5,371 $365K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 568 shares 568 $363K <0.01% new Timeline ENAGAS UNSPONSORED ADR ENAGAS UNSPONSORED ADR More: the full row for ENAGAS UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,040 shares; 2025Q3: 33,301 shares; 2025Q4: 33,486 shares; 2026Q1: 34,659 shares; 2026Q2: 37,050 shares 37,050 $359K <0.01% +2,391 APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,663 shares; 2026Q1: 1,750 shares; 2026Q2: 2,031 shares 2,031 $358K <0.01% +281 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,355 shares; 2024Q4: 4,355 shares; 2025Q1: 4,355 shares; 2025Q2: 4,355 shares; 2025Q3: 4,676 shares; 2025Q4: 4,676 shares; 2026Q1: 4,676 shares; 2026Q2: 4,676 shares 4,676 $358K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,034 shares; 2025Q3: 3,952 shares; 2025Q4: 3,952 shares; 2026Q1: 3,952 shares; 2026Q2: 4,148 shares 4,148 $355K <0.01% +196 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 517 shares; 2025Q3: 430 shares; 2025Q4: not reported; 2026Q1: 473 shares; 2026Q2: 671 shares 671 $348K <0.01% +198 Timeline SPLB 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: 21,156 shares; 2024Q4: 21,156 shares; 2025Q1: 167,851 shares; 2025Q2: 19,696 shares; 2025Q3: 19,696 shares; 2025Q4: 15,560 shares; 2026Q1: 15,139 shares; 2026Q2: 15,139 shares 15,139 $339K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,736 shares 4,736 $339K <0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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: 2,789 shares 2,789 $339K <0.01% new Timeline RNST RENASANT CORP More: the full row for RENASANT 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: 7,950 shares; 2025Q4: 7,950 shares; 2026Q1: 7,950 shares; 2026Q2: 7,950 shares 7,950 $338K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,306 shares; 2026Q2: 2,306 shares 2,306 $338K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,770 shares 2,770 $336K <0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,604 shares; 2026Q1: 6,410 shares; 2026Q2: 8,103 shares 8,103 $335K <0.01% +1,693 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,487 shares; 2025Q3: 7,487 shares; 2025Q4: 7,487 shares; 2026Q1: 7,487 shares; 2026Q2: 7,487 shares 7,487 $333K <0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 143 shares 143 $325K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 154 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: not reported; 2026Q2: 244 shares 244 $325K <0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,028 shares; 2024Q4: 4,046 shares; 2025Q1: 4,063 shares; 2025Q2: 3,063 shares; 2025Q3: 3,063 shares; 2025Q4: 3,102 shares; 2026Q1: 3,107 shares; 2026Q2: 3,102 shares 3,102 $319K <0.01% -5 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,438 shares; 2026Q2: 6,640 shares 6,640 $319K <0.01% +2,202 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 905 shares; 2026Q1: 975 shares; 2026Q2: 1,060 shares 1,060 $303K <0.01% +85 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,688 shares 6,688 $302K <0.01% new Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $300K <0.01% new Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,962 shares 3,962 $300K <0.01% new Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,556 shares; 2025Q3: 21,191 shares; 2025Q4: 20,264 shares; 2026Q1: 21,128 shares; 2026Q2: 22,519 shares 22,519 $298K <0.01% +1,391 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,869 shares; 2026Q1: 1,869 shares; 2026Q2: 1,869 shares 1,869 $297K <0.01% 0 Timeline SCZ 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: 3,534 shares 3,534 $291K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,526 shares 1,526 $291K <0.01% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,886 shares; 2025Q3: 27,384 shares; 2025Q4: 28,662 shares; 2026Q1: 31,375 shares; 2026Q2: 37,685 shares 37,685 $290K <0.01% +6,310 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 782 shares; 2026Q2: 782 shares 782 $288K <0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES 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: not reported; 2026Q1: 2,525 shares; 2026Q2: 3,623 shares 3,623 $282K <0.01% +1,098 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,054 shares 2,054 $281K <0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: 7,333 shares; 2026Q2: 7,535 shares 7,535 $278K <0.01% +202 Timeline AIZ ASSURANT INC More: the full row for ASSURANT 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: 1,010 shares 1,010 $271K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 2,970 shares 2,970 $271K <0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,803 shares 2,803 $269K <0.01% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 1,504 shares 1,504 $269K <0.01% new 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 reported; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,695 shares 1,695 $268K <0.01% -5 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS 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: 5,059 shares; 2026Q2: 4,730 shares 4,730 $267K <0.01% -329 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $266K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,114 shares; 2025Q4: 7,100 shares; 2026Q1: 7,100 shares; 2026Q2: 7,648 shares 7,648 $266K <0.01% +548 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $262K <0.01% new Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,322 shares 1,322 $261K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO 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: 610 shares; 2026Q2: 625 shares 625 $260K <0.01% +15 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: 1,323 shares; 2025Q4: 1,355 shares; 2026Q1: 2,017 shares; 2026Q2: 2,105 shares 2,105 $259K <0.01% +88 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: 935 shares; 2026Q2: 954 shares 954 $256K <0.01% +19 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,595 shares 2,595 $255K <0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274 shares; 2026Q2: 1,474 shares 1,474 $254K <0.01% +200 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,620 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares; 2026Q2: 2,722 shares 2,722 $254K <0.01% -12 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI 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: 1,371 shares 1,371 $254K <0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,287 shares; 2025Q4: 3,287 shares; 2026Q1: 3,297 shares; 2026Q2: 3,292 shares 3,292 $251K <0.01% -5 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: 4,179 shares; 2025Q2: 4,187 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,138 shares; 2026Q2: 4,697 shares 4,697 $250K <0.01% +559 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,984 shares 2,984 $249K <0.01% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,346 shares 4,346 $244K <0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,379 shares 1,379 $242K <0.01% new Timeline DFAC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,446 shares; 2025Q4: 5,446 shares; 2026Q1: 5,446 shares; 2026Q2: 5,446 shares 5,446 $242K <0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,802 shares; 2026Q2: 2,025 shares 2,025 $236K <0.01% +223 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: 3,819 shares; 2024Q4: 3,688 shares; 2025Q1: 3,771 shares; 2025Q2: 6,277 shares; 2025Q3: 5,638 shares; 2025Q4: 10,780 shares; 2026Q1: 10,786 shares; 2026Q2: 5,165 shares 5,165 $234K <0.01% -5,621 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: not reported; 2024Q4: 477 shares; 2025Q1: 566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares; 2026Q1: not reported; 2026Q2: 330 shares 330 $232K <0.01% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 4,366 shares 4,366 $226K <0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,443 shares; 2025Q4: 8,645 shares; 2026Q1: 8,580 shares; 2026Q2: 9,178 shares 9,178 $225K <0.01% +598 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 1,001 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 983 shares 983 $223K <0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 292 shares 292 $221K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,907 shares; 2024Q4: 22,023 shares; 2025Q1: 24,186 shares; 2025Q2: 24,556 shares; 2025Q3: 23,445 shares; 2025Q4: 23,232 shares; 2026Q1: 14,405 shares; 2026Q2: 15,885 shares 15,885 $221K <0.01% +1,480 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares; 2026Q2: 1,048 shares 1,048 $221K <0.01% +5 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 694 shares 694 $220K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 942 shares 942 $220K <0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM 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: 2,844 shares 2,844 $219K <0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 3,085 shares; 2026Q2: 3,099 shares 3,099 $219K <0.01% +14 Timeline HYS 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: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,315 shares; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares; 2026Q2: 2,315 shares 2,315 $216K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,743 shares 10,743 $214K <0.01% new Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 109 shares 109 $213K <0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,187 shares 1,187 $212K <0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 559 shares 559 $210K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 601 shares 601 $207K <0.01% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 4,826 shares 4,826 $206K <0.01% new Timeline VGLT 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: 11,445 shares; 2024Q4: 13,405 shares; 2025Q1: 5,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,719 shares 3,719 $205K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON 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: 509 shares 509 $205K <0.01% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619 shares 619 $205K <0.01% new Timeline FTCS 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: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,634 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares; 2026Q2: 2,172 shares 2,172 $204K <0.01% -43 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,979 shares 5,979 $203K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 4,928 shares 4,928 $202K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 821 shares 821 $201K <0.01% new Timeline QUBT QUANTUM COMPUTING INC More: the full row for QUANTUM COMPUTING 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: 20,000 shares; 2026Q2: 20,000 shares 20,000 $194K <0.01% 0 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,620 shares 20,620 $119K <0.01% new Timeline