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: 121,012 shares; 2024Q4: 51,417 shares; 2025Q1: 54,779 shares; 2025Q2: 28,487 shares; 2025Q3: 20,420 shares; 2025Q4: 55,985 shares; 2026Q1: 56,848 shares; 2026Q2: 57,049 shares 57,049 $42M 3.51% +201 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: 100,044 shares; 2024Q4: 52,326 shares; 2025Q1: 53,655 shares; 2025Q2: 54,872 shares; 2025Q3: 47,630 shares; 2025Q4: 58,246 shares; 2026Q1: 58,157 shares; 2026Q2: 59,524 shares 59,524 $40.9M 3.41% +1,367 Timeline XBI 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: 296,486 shares; 2024Q4: 62,600 shares; 2025Q1: 63,313 shares; 2025Q2: 67,521 shares; 2025Q3: not reported; 2025Q4: 143,713 shares; 2026Q1: 162,850 shares; 2026Q2: 154,465 shares 154,465 $24.4M 2.04% -8,385 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: 46,160 shares; 2024Q4: 40,283 shares; 2025Q1: 3,904 shares; 2025Q2: 42,000 shares; 2025Q3: 26,388 shares; 2025Q4: 31,123 shares; 2026Q1: 9,474 shares; 2026Q2: 30,509 shares 30,509 $22.8M 1.9% +21,035 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: 49,866 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,479 shares 49,479 $21.4M 1.79% new 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: 242,762 shares; 2024Q4: 95,157 shares; 2025Q1: 115,076 shares; 2025Q2: 115,323 shares; 2025Q3: 114,259 shares; 2025Q4: 119,415 shares; 2026Q1: 118,635 shares; 2026Q2: 102,159 shares 102,159 $20.4M 1.71% -16,476 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: 14,610 shares; 2024Q4: 9,484 shares; 2025Q1: 12,261 shares; 2025Q2: 163,099 shares; 2025Q3: 81,079 shares; 2025Q4: 142,985 shares; 2026Q1: 143,445 shares; 2026Q2: 146,678 shares 146,678 $20.2M 1.68% +3,233 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: 167,919 shares; 2024Q4: 70,839 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126,760 shares 126,760 $18.8M 1.57% new 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: 430,173 shares; 2024Q4: 193,186 shares; 2025Q1: 33,588 shares; 2025Q2: 222,300 shares; 2025Q3: 345,641 shares; 2025Q4: 200,427 shares; 2026Q1: 200,732 shares; 2026Q2: 208,015 shares 208,015 $18M 1.5% +7,283 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: 58,917 shares; 2024Q4: 54,410 shares; 2025Q1: 51,923 shares; 2025Q2: 49,414 shares; 2025Q3: 42,293 shares; 2025Q4: 50,712 shares; 2026Q1: 51,146 shares; 2026Q2: 51,847 shares 51,847 $17M 1.42% +701 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,740 shares; 2025Q3: 51,832 shares; 2025Q4: not reported; 2026Q1: 82,107 shares; 2026Q2: 88,935 shares 88,935 $16.5M 1.38% +6,828 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: 66,035 shares; 2024Q4: 36,880 shares; 2025Q1: 36,614 shares; 2025Q2: 62,322 shares; 2025Q3: 34,098 shares; 2025Q4: 37,760 shares; 2026Q1: 42,300 shares; 2026Q2: 43,902 shares 43,902 $16.4M 1.37% +1,602 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 229,379 shares 229,379 $15.7M 1.31% new 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: 54,252 shares; 2024Q4: 55,304 shares; 2025Q1: 15,310 shares; 2025Q2: 15,125 shares; 2025Q3: 14,552 shares; 2025Q4: 15,233 shares; 2026Q1: 15,508 shares; 2026Q2: 125,058 shares 125,058 $14.9M 1.25% +109,550 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: 35,619 shares; 2024Q4: 36,806 shares; 2025Q1: 36,666 shares; 2025Q2: 46,841 shares; 2025Q3: 36,906 shares; 2025Q4: 46,766 shares; 2026Q1: not reported; 2026Q2: 41,555 shares 41,555 $14.9M 1.24% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,423 shares; 2024Q4: 34,457 shares; 2025Q1: 53,484 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,578 shares; 2026Q1: 54,674 shares; 2026Q2: 33,803 shares 33,803 $14.6M 1.22% -20,871 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,857 shares; 2024Q4: 42,061 shares; 2025Q1: 41,237 shares; 2025Q2: 41,952 shares; 2025Q3: 31,095 shares; 2025Q4: 43,020 shares; 2026Q1: 41,866 shares; 2026Q2: 41,759 shares 41,759 $14.3M 1.2% -107 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: 124,096 shares; 2024Q4: 62,236 shares; 2025Q1: 59,870 shares; 2025Q2: 58,799 shares; 2025Q3: 35,881 shares; 2025Q4: 54,653 shares; 2026Q1: 68,325 shares; 2026Q2: 71,353 shares 71,353 $13.5M 1.13% +3,028 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: 43,556 shares; 2024Q4: 44,056 shares; 2025Q1: 44,745 shares; 2025Q2: 39,772 shares; 2025Q3: 32,502 shares; 2025Q4: 41,138 shares; 2026Q1: 48,168 shares; 2026Q2: 45,922 shares 45,922 $13.3M 1.11% -2,246 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: 48,957 shares; 2024Q4: 44,539 shares; 2025Q1: 42,999 shares; 2025Q2: 46,164 shares; 2025Q3: 34,077 shares; 2025Q4: 44,141 shares; 2026Q1: 47,238 shares; 2026Q2: 50,828 shares 50,828 $12.8M 1.07% +3,590 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: 60,112 shares; 2024Q4: 28,102 shares; 2025Q1: 28,943 shares; 2025Q2: 27,605 shares; 2025Q3: 29,579 shares; 2025Q4: 37,858 shares; 2026Q1: 43,394 shares; 2026Q2: 44,510 shares 44,510 $12.5M 1.04% +1,116 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: 40,411 shares; 2024Q4: 44,333 shares; 2025Q1: 43,566 shares; 2025Q2: 46,753 shares; 2025Q3: 32,328 shares; 2025Q4: 34,433 shares; 2026Q1: 34,540 shares; 2026Q2: 33,018 shares 33,018 $12.5M 1.04% -1,522 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,616 shares; 2024Q4: not reported; 2025Q1: 69,345 shares; 2025Q2: 138,147 shares; 2025Q3: 70,744 shares; 2025Q4: 103,793 shares; 2026Q1: 103,322 shares; 2026Q2: 122,534 shares 122,534 $12.3M 1.03% +19,212 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: 279,450 shares; 2024Q4: 96,954 shares; 2025Q1: 36,561 shares; 2025Q2: 37,311 shares; 2025Q3: 29,596 shares; 2025Q4: 98,936 shares; 2026Q1: not reported; 2026Q2: 39,133 shares 39,133 $11.8M 0.98% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 1,203 shares; 2025Q1: 2,042 shares; 2025Q2: 3,463 shares; 2025Q3: 3,185 shares; 2025Q4: 11,895 shares; 2026Q1: 14,628 shares; 2026Q2: 61,305 shares 61,305 $11.7M 0.98% +46,677 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,618 shares; 2024Q4: 165,518 shares; 2025Q1: 82,961 shares; 2025Q2: 81,982 shares; 2025Q3: 51,218 shares; 2025Q4: 84,092 shares; 2026Q1: 93,497 shares; 2026Q2: 90,994 shares 90,994 $11.6M 0.97% -2,503 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 242,648 shares; 2026Q2: 221,572 shares 221,572 $11.3M 0.94% -21,076 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: 39,768 shares; 2024Q4: 20,536 shares; 2025Q1: 20,222 shares; 2025Q2: 20,714 shares; 2025Q3: 18,338 shares; 2025Q4: 21,453 shares; 2026Q1: 20,983 shares; 2026Q2: 128,571 shares 128,571 $11.1M 0.92% +107,588 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,878 shares; 2024Q4: 54,252 shares; 2025Q1: 27,576 shares; 2025Q2: 27,976 shares; 2025Q3: 23,481 shares; 2025Q4: 31,186 shares; 2026Q1: 33,121 shares; 2026Q2: 35,235 shares 35,235 $10.5M 0.88% +2,114 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: 145,436 shares; 2024Q4: 147,404 shares; 2025Q1: 72,570 shares; 2025Q2: 88,588 shares; 2025Q3: 54,445 shares; 2025Q4: 187,590 shares; 2026Q1: 92,867 shares; 2026Q2: 92,069 shares 92,069 $10.4M 0.87% -798 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,926 shares; 2024Q4: 310,678 shares; 2025Q1: 310,519 shares; 2025Q2: 312,194 shares; 2025Q3: 112,402 shares; 2025Q4: 311,174 shares; 2026Q1: 303,169 shares; 2026Q2: 304,689 shares 304,689 $10.3M 0.86% +1,520 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: 89,600 shares; 2024Q4: 50,627 shares; 2025Q1: 45,678 shares; 2025Q2: 58,802 shares; 2025Q3: 54,869 shares; 2025Q4: 64,434 shares; 2026Q1: 54,651 shares; 2026Q2: 54,930 shares 54,930 $10.2M 0.85% +279 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: 30,496 shares; 2024Q4: 31,186 shares; 2025Q1: 25,182 shares; 2025Q2: 28,080 shares; 2025Q3: 23,426 shares; 2025Q4: 37,720 shares; 2026Q1: 37,181 shares; 2026Q2: 37,731 shares 37,731 $9.58M 0.8% +550 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,802 shares; 2024Q4: 79,400 shares; 2025Q1: 79,721 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,859 shares; 2026Q1: 92,011 shares; 2026Q2: 97,325 shares 97,325 $9.57M 0.8% +5,314 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,073 shares; 2024Q4: 119,656 shares; 2025Q1: 121,305 shares; 2025Q2: 123,376 shares; 2025Q3: 93,527 shares; 2025Q4: 127,649 shares; 2026Q1: 123,218 shares; 2026Q2: 125,302 shares 125,302 $9.5M 0.79% +2,084 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,666 shares; 2024Q4: 45,430 shares; 2025Q1: 22,237 shares; 2025Q2: 21,601 shares; 2025Q3: 17,611 shares; 2025Q4: 21,591 shares; 2026Q1: 21,669 shares; 2026Q2: 104,959 shares 104,959 $9.23M 0.77% +83,290 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: 54,233 shares; 2024Q4: 55,394 shares; 2025Q1: 60,868 shares; 2025Q2: 68,673 shares; 2025Q3: 64,820 shares; 2025Q4: 69,200 shares; 2026Q1: 68,809 shares; 2026Q2: 71,225 shares 71,225 $9.15M 0.76% +2,416 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: 39,466 shares; 2024Q4: 13,235 shares; 2025Q1: 12,903 shares; 2025Q2: 12,561 shares; 2025Q3: 12,537 shares; 2025Q4: 12,119 shares; 2026Q1: 12,583 shares; 2026Q2: 11,523 shares 11,523 $8.79M 0.73% -1,060 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,126 shares; 2024Q4: 28,242 shares; 2025Q1: 28,251 shares; 2025Q2: 29,430 shares; 2025Q3: 54,237 shares; 2025Q4: 53,807 shares; 2026Q1: 57,591 shares; 2026Q2: 33,018 shares 33,018 $8.6M 0.72% -24,573 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290,341 shares; 2024Q4: 136,796 shares; 2025Q1: 139,424 shares; 2025Q2: 142,013 shares; 2025Q3: 114,181 shares; 2025Q4: 155,423 shares; 2026Q1: 156,976 shares; 2026Q2: 167,579 shares 167,579 $8.28M 0.69% +10,603 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: 107,520 shares; 2024Q4: 50,381 shares; 2025Q1: 46,986 shares; 2025Q2: 49,517 shares; 2025Q3: 44,687 shares; 2025Q4: 53,901 shares; 2026Q1: 46,312 shares; 2026Q2: 48,623 shares 48,623 $8.22M 0.69% +2,311 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: 15,135 shares; 2024Q4: 20,077 shares; 2025Q1: 19,796 shares; 2025Q2: 22,184 shares; 2025Q3: 17,028 shares; 2025Q4: 20,677 shares; 2026Q1: 21,019 shares; 2026Q2: 22,196 shares 22,196 $8.04M 0.67% +1,177 Timeline KCE 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: 92,444 shares; 2024Q4: 49,111 shares; 2025Q1: 48,559 shares; 2025Q2: 49,817 shares; 2025Q3: 37,152 shares; 2025Q4: 52,855 shares; 2026Q1: 52,590 shares; 2026Q2: 54,508 shares 54,508 $8.03M 0.67% +1,918 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: 14,006 shares; 2024Q4: 15,006 shares; 2025Q1: 7,566 shares; 2025Q2: 6,440 shares; 2025Q3: 2,894 shares; 2025Q4: 10,322 shares; 2026Q1: 9,873 shares; 2026Q2: 147,897 shares 147,897 $7.85M 0.66% +138,024 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: 682,790 shares; 2024Q4: 387,764 shares; 2025Q1: 397,248 shares; 2025Q2: 398,084 shares; 2025Q3: 291,008 shares; 2025Q4: 216,337 shares; 2026Q1: 142,339 shares; 2026Q2: 146,491 shares 146,491 $7.85M 0.66% +4,152 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: 10,244 shares; 2024Q4: 9,829 shares; 2025Q1: 13,160 shares; 2025Q2: 12,063 shares; 2025Q3: 11,657 shares; 2025Q4: 12,144 shares; 2026Q1: 13,870 shares; 2026Q2: 13,917 shares 13,917 $7.84M 0.65% +47 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: 172,160 shares; 2024Q4: 79,011 shares; 2025Q1: 77,745 shares; 2025Q2: 80,545 shares; 2025Q3: 61,443 shares; 2025Q4: 67,829 shares; 2026Q1: 88,301 shares; 2026Q2: 75,179 shares 75,179 $7.78M 0.65% -13,122 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: 25,561 shares; 2024Q4: 53,448 shares; 2025Q1: 28,194 shares; 2025Q2: 29,914 shares; 2025Q3: 25,205 shares; 2025Q4: 33,563 shares; 2026Q1: 67,852 shares; 2026Q2: 70,843 shares 70,843 $7.78M 0.65% +2,991 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: 52,484 shares; 2024Q4: 32,076 shares; 2025Q1: 33,510 shares; 2025Q2: 33,872 shares; 2025Q3: 30,676 shares; 2025Q4: 32,113 shares; 2026Q1: 32,967 shares; 2026Q2: 32,556 shares 32,556 $7.76M 0.65% -411 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: 36,094 shares; 2024Q4: 31,130 shares; 2025Q1: 21,597 shares; 2025Q2: 21,350 shares; 2025Q3: 17,180 shares; 2025Q4: 17,757 shares; 2026Q1: 18,819 shares; 2026Q2: 18,299 shares 18,299 $7.7M 0.64% -520 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,670 shares; 2024Q4: 138,473 shares; 2025Q1: 143,641 shares; 2025Q2: 148,296 shares; 2025Q3: 56,582 shares; 2025Q4: 162,128 shares; 2026Q1: 159,169 shares; 2026Q2: 166,737 shares 166,737 $7.69M 0.64% +7,568 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: 64,122 shares; 2024Q4: 28,903 shares; 2025Q1: 11,824 shares; 2025Q2: 43,650 shares; 2025Q3: 7,582 shares; 2025Q4: 17,139 shares; 2026Q1: 75,498 shares; 2026Q2: 76,608 shares 76,608 $7.69M 0.64% +1,110 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: 37,369 shares; 2024Q4: 37,531 shares; 2025Q1: 40,021 shares; 2025Q2: 40,088 shares; 2025Q3: 31,737 shares; 2025Q4: 36,058 shares; 2026Q1: 41,837 shares; 2026Q2: 46,778 shares 46,778 $7.57M 0.63% +4,941 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: 101,759 shares; 2024Q4: 66,986 shares; 2025Q1: 90,751 shares; 2025Q2: 75,247 shares; 2025Q3: 57,517 shares; 2025Q4: 72,637 shares; 2026Q1: 73,435 shares; 2026Q2: 63,956 shares 63,956 $7.51M 0.63% -9,479 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: 226,822 shares; 2024Q4: 116,704 shares; 2025Q1: 63,048 shares; 2025Q2: 105,500 shares; 2025Q3: 101,671 shares; 2025Q4: 96,736 shares; 2026Q1: 100,094 shares; 2026Q2: 103,866 shares 103,866 $7.49M 0.63% +3,772 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: 44,238 shares; 2024Q4: 42,038 shares; 2025Q1: 61,349 shares; 2025Q2: 53,446 shares; 2025Q3: 50,108 shares; 2025Q4: 109,296 shares; 2026Q1: 23,631 shares; 2026Q2: 22,068 shares 22,068 $7.39M 0.62% -1,563 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,893 shares; 2024Q4: 39,002 shares; 2025Q1: 34,638 shares; 2025Q2: 36,171 shares; 2025Q3: 38,450 shares; 2025Q4: 45,943 shares; 2026Q1: 48,539 shares; 2026Q2: 40,986 shares 40,986 $7.36M 0.61% -7,553 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: 60,674 shares; 2024Q4: 31,179 shares; 2025Q1: 31,951 shares; 2025Q2: 33,185 shares; 2025Q3: 24,313 shares; 2025Q4: 33,501 shares; 2026Q1: 34,280 shares; 2026Q2: 35,624 shares 35,624 $7.34M 0.61% +1,344 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,549 shares; 2024Q4: 76,794 shares; 2025Q1: 39,581 shares; 2025Q2: 41,568 shares; 2025Q3: 36,466 shares; 2025Q4: 44,296 shares; 2026Q1: 46,146 shares; 2026Q2: 46,309 shares 46,309 $7.22M 0.6% +163 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: 49,384 shares; 2024Q4: 41,938 shares; 2025Q1: 45,750 shares; 2025Q2: 48,823 shares; 2025Q3: 44,448 shares; 2025Q4: 62,001 shares; 2026Q1: 52,876 shares; 2026Q2: 60,282 shares 60,282 $7.09M 0.59% +7,406 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,404 shares; 2024Q4: 26,169 shares; 2025Q1: 26,446 shares; 2025Q2: 27,105 shares; 2025Q3: 22,846 shares; 2025Q4: 26,953 shares; 2026Q1: 27,876 shares; 2026Q2: 29,416 shares 29,416 $6.99M 0.58% +1,540 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: 150,444 shares; 2024Q4: 81,932 shares; 2025Q1: 68,422 shares; 2025Q2: 70,703 shares; 2025Q3: 57,096 shares; 2025Q4: 80,383 shares; 2026Q1: 75,753 shares; 2026Q2: 80,298 shares 80,298 $6.98M 0.58% +4,545 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: 96,006 shares; 2024Q4: 48,408 shares; 2025Q1: 46,977 shares; 2025Q2: 50,334 shares; 2025Q3: 148,831 shares; 2025Q4: 57,666 shares; 2026Q1: 61,967 shares; 2026Q2: 67,628 shares 67,628 $6.91M 0.58% +5,661 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: 190,588 shares; 2024Q4: 86,392 shares; 2025Q1: 96,062 shares; 2025Q2: 79,754 shares; 2025Q3: 55,373 shares; 2025Q4: 71,029 shares; 2026Q1: 66,221 shares; 2026Q2: 70,260 shares 70,260 $6.56M 0.55% +4,039 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: 45,592 shares; 2024Q4: 45,270 shares; 2025Q1: 23,973 shares; 2025Q2: 25,026 shares; 2025Q3: 22,145 shares; 2025Q4: 52,808 shares; 2026Q1: 27,358 shares; 2026Q2: 29,001 shares 29,001 $6.46M 0.54% +1,643 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,242 shares; 2024Q4: 22,095 shares; 2025Q1: 56,414 shares; 2025Q2: 21,139 shares; 2025Q3: 19,279 shares; 2025Q4: 18,988 shares; 2026Q1: 22,703 shares; 2026Q2: 25,024 shares 25,024 $6.37M 0.53% +2,321 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: 39,166 shares; 2024Q4: 20,129 shares; 2025Q1: 20,637 shares; 2025Q2: 20,571 shares; 2025Q3: 19,244 shares; 2025Q4: 21,034 shares; 2026Q1: 21,978 shares; 2026Q2: 23,184 shares 23,184 $6.31M 0.53% +1,206 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: 25,180 shares; 2024Q4: 32,493 shares; 2025Q1: 33,617 shares; 2025Q2: 26,917 shares; 2025Q3: 11,721 shares; 2025Q4: 33,655 shares; 2026Q1: 77,438 shares; 2026Q2: 76,894 shares 76,894 $6.25M 0.52% -544 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: 1,514 shares; 2024Q4: not reported; 2025Q1: 42,727 shares; 2025Q2: 37,561 shares; 2025Q3: 44,175 shares; 2025Q4: 40,631 shares; 2026Q1: 24,508 shares; 2026Q2: 16,863 shares 16,863 $6.21M 0.52% -7,645 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,888 shares; 2024Q4: 29,998 shares; 2025Q1: 31,444 shares; 2025Q2: 32,630 shares; 2025Q3: 31,837 shares; 2025Q4: 38,894 shares; 2026Q1: 33,664 shares; 2026Q2: 42,310 shares 42,310 $6.2M 0.52% +8,646 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: 7,056 shares; 2024Q4: 3,790 shares; 2025Q1: 3,943 shares; 2025Q2: 4,205 shares; 2025Q3: 4,488 shares; 2025Q4: 4,685 shares; 2026Q1: 4,958 shares; 2026Q2: 5,141 shares 5,141 $6.17M 0.51% +183 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: 79,708 shares; 2024Q4: 31,820 shares; 2025Q1: 37,251 shares; 2025Q2: 35,510 shares; 2025Q3: 28,115 shares; 2025Q4: 37,501 shares; 2026Q1: 42,191 shares; 2026Q2: 42,711 shares 42,711 $6.11M 0.51% +520 Timeline MGV 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: 44,544 shares; 2024Q4: 48,244 shares; 2025Q1: 25,482 shares; 2025Q2: 26,263 shares; 2025Q3: 21,913 shares; 2025Q4: 30,784 shares; 2026Q1: not reported; 2026Q2: 35,093 shares 35,093 $5.74M 0.48% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,387 shares; 2024Q4: 101,658 shares; 2025Q1: 104,144 shares; 2025Q2: 106,655 shares; 2025Q3: 43,292 shares; 2025Q4: 113,987 shares; 2026Q1: 110,496 shares; 2026Q2: 113,660 shares 113,660 $5.67M 0.47% +3,164 Timeline PGHY 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: 429,656 shares; 2024Q4: 224,636 shares; 2025Q1: 233,230 shares; 2025Q2: 241,391 shares; 2025Q3: 89,894 shares; 2025Q4: 264,012 shares; 2026Q1: 260,698 shares; 2026Q2: 272,615 shares 272,615 $5.37M 0.45% +11,917 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: 164,654 shares; 2024Q4: 81,471 shares; 2025Q1: 102,245 shares; 2025Q2: 106,200 shares; 2025Q3: 59,943 shares; 2025Q4: 86,399 shares; 2026Q1: 87,841 shares; 2026Q2: 88,864 shares 88,864 $5.37M 0.45% +1,023 Timeline BBHY 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: 92,160 shares; 2024Q4: 96,280 shares; 2025Q1: 99,877 shares; 2025Q2: 103,486 shares; 2025Q3: 41,580 shares; 2025Q4: 112,796 shares; 2026Q1: 111,316 shares; 2026Q2: 116,306 shares 116,306 $5.36M 0.45% +4,990 Timeline VWOB 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: 125,512 shares; 2024Q4: 66,030 shares; 2025Q1: 68,686 shares; 2025Q2: 71,252 shares; 2025Q3: 35,942 shares; 2025Q4: 77,366 shares; 2026Q1: 76,083 shares; 2026Q2: 79,455 shares 79,455 $5.34M 0.45% +3,372 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: 190,906 shares; 2024Q4: 195,832 shares; 2025Q1: 100,577 shares; 2025Q2: 105,173 shares; 2025Q3: 78,129 shares; 2025Q4: 231,237 shares; 2026Q1: 121,391 shares; 2026Q2: 125,555 shares 125,555 $5.32M 0.44% +4,164 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,498 shares; 2024Q4: 22,870 shares; 2025Q1: 24,140 shares; 2025Q2: 25,033 shares; 2025Q3: 20,108 shares; 2025Q4: 29,227 shares; 2026Q1: 31,606 shares; 2026Q2: 33,695 shares 33,695 $5.29M 0.44% +2,089 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: 15,529 shares; 2024Q4: 31,640 shares; 2025Q1: 16,204 shares; 2025Q2: 16,901 shares; 2025Q3: 17,216 shares; 2025Q4: 18,061 shares; 2026Q1: 18,836 shares; 2026Q2: 19,543 shares 19,543 $5.28M 0.44% +707 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: 6,400 shares; 2024Q4: 23,600 shares; 2025Q1: 7,300 shares; 2025Q2: 4,600 shares; 2025Q3: not reported; 2025Q4: 47,712 shares; 2026Q1: 28,379 shares; 2026Q2: 32,207 shares 32,207 $5.11M 0.43% +3,828 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: 32,189 shares; 2024Q4: 32,782 shares; 2025Q1: 32,664 shares; 2025Q2: 32,708 shares; 2025Q3: 27,017 shares; 2025Q4: 33,304 shares; 2026Q1: 38,684 shares; 2026Q2: 39,809 shares 39,809 $5.04M 0.42% +1,125 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: 152,940 shares; 2024Q4: not reported; 2025Q1: 42,108 shares; 2025Q2: 10,349 shares; 2025Q3: 10,520 shares; 2025Q4: 39,281 shares; 2026Q1: 42,693 shares; 2026Q2: 42,427 shares 42,427 $4.95M 0.41% -266 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,728 shares; 2024Q4: 42,132 shares; 2025Q1: 22,132 shares; 2025Q2: 23,341 shares; 2025Q3: 19,889 shares; 2025Q4: 28,720 shares; 2026Q1: 30,304 shares; 2026Q2: 32,252 shares 32,252 $4.84M 0.4% +1,948 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,142 shares 28,142 $4.81M 0.4% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,000 shares 70,000 $4.61M 0.38% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,040 shares; 2026Q1: not reported; 2026Q2: 32,846 shares 32,846 $4.59M 0.38% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,891 shares; 2024Q4: 31,531 shares; 2025Q1: 58,775 shares; 2025Q2: 15,035 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,020 shares; 2026Q2: 57,920 shares 57,920 $4.4M 0.37% +31,900 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: 22,276 shares; 2025Q2: 43,797 shares; 2025Q3: 11,842 shares; 2025Q4: 1,769 shares; 2026Q1: 6,326 shares; 2026Q2: 38,226 shares 38,226 $4.36M 0.36% +31,900 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: 222,231 shares; 2024Q4: 227,153 shares; 2025Q1: 229,317 shares; 2025Q2: 217,644 shares; 2025Q3: 113,245 shares; 2025Q4: 227,945 shares; 2026Q1: 237,028 shares; 2026Q2: 208,573 shares 208,573 $4.32M 0.36% -28,455 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,804 shares; 2024Q4: 9,695 shares; 2025Q1: 9,956 shares; 2025Q2: 10,062 shares; 2025Q3: 8,962 shares; 2025Q4: 11,564 shares; 2026Q1: 11,937 shares; 2026Q2: 11,650 shares 11,650 $4.31M 0.36% -287 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: 4,068 shares; 2024Q4: 19,946 shares; 2025Q1: 20,509 shares; 2025Q2: 22,764 shares; 2025Q3: 18,916 shares; 2025Q4: 22,563 shares; 2026Q1: 25,345 shares; 2026Q2: 26,000 shares 26,000 $4.31M 0.36% +655 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,658 shares; 2024Q4: 83,960 shares; 2025Q1: 92,661 shares; 2025Q2: 89,220 shares; 2025Q3: 91,343 shares; 2025Q4: 59,287 shares; 2026Q1: 77,079 shares; 2026Q2: 80,190 shares 80,190 $4.3M 0.36% +3,111 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: 28,876 shares; 2024Q4: 28,740 shares; 2025Q1: 14,833 shares; 2025Q2: 14,941 shares; 2025Q3: 10,992 shares; 2025Q4: 17,709 shares; 2026Q1: 18,245 shares; 2026Q2: 18,067 shares 18,067 $4.28M 0.36% -178 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,532 shares; 2024Q4: 12,326 shares; 2025Q1: 11,756 shares; 2025Q2: 11,203 shares; 2025Q3: 8,447 shares; 2025Q4: 9,291 shares; 2026Q1: 8,907 shares; 2026Q2: 51,143 shares 51,143 $4.23M 0.35% +42,236 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: 1,269 shares; 2024Q4: 2,794 shares; 2025Q1: 2,892 shares; 2025Q2: 3,082 shares; 2025Q3: 4,568 shares; 2025Q4: 3,004 shares; 2026Q1: 2,087 shares; 2026Q2: 2,119 shares 2,119 $4.22M 0.35% +32 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 42,000 shares 42,000 $4.18M 0.35% new Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 263,000 shares; 2025Q4: 282,840 shares; 2026Q1: 272,640 shares; 2026Q2: 263,600 shares 263,600 $4.15M 0.35% -9,040 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: 71,178 shares; 2024Q4: 38,945 shares; 2025Q1: 41,190 shares; 2025Q2: 42,535 shares; 2025Q3: 38,138 shares; 2025Q4: 45,177 shares; 2026Q1: 47,260 shares; 2026Q2: 48,817 shares 48,817 $4.08M 0.34% +1,557 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: 19,300 shares; 2024Q4: 9,520 shares; 2025Q1: 9,804 shares; 2025Q2: 9,906 shares; 2025Q3: 8,105 shares; 2025Q4: 11,676 shares; 2026Q1: 12,124 shares; 2026Q2: 11,862 shares 11,862 $4.08M 0.34% -262 Timeline GBX GREENBRIER COS INC More: the full row for GREENBRIER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,506 shares; 2024Q4: 65,220 shares; 2025Q1: 68,999 shares; 2025Q2: 79,836 shares; 2025Q3: 62,358 shares; 2025Q4: 84,607 shares; 2026Q1: 75,782 shares; 2026Q2: 79,284 shares 79,284 $3.89M 0.32% +3,502 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: 56,027 shares; 2024Q4: 55,533 shares; 2025Q1: 55,252 shares; 2025Q2: 55,068 shares; 2025Q3: 39,842 shares; 2025Q4: 60,467 shares; 2026Q1: 62,903 shares; 2026Q2: 67,139 shares 67,139 $3.87M 0.32% +4,236 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 49,251 shares; 2026Q2: 50,353 shares 50,353 $3.82M 0.32% +1,102 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,800 shares; 2024Q4: 61,560 shares; 2025Q1: 63,100 shares; 2025Q2: 61,602 shares; 2025Q3: 53,908 shares; 2025Q4: 61,494 shares; 2026Q1: 63,064 shares; 2026Q2: 65,338 shares 65,338 $3.74M 0.31% +2,274 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,983 shares; 2024Q4: 26,388 shares; 2025Q1: 26,747 shares; 2025Q2: 18,704 shares; 2025Q3: 18,552 shares; 2025Q4: 18,800 shares; 2026Q1: 22,455 shares; 2026Q2: 23,190 shares 23,190 $3.6M 0.3% +735 Timeline VPU 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: 21,386 shares; 2024Q4: 23,130 shares; 2025Q1: 12,218 shares; 2025Q2: 12,698 shares; 2025Q3: 11,888 shares; 2025Q4: 15,123 shares; 2026Q1: 16,564 shares; 2026Q2: 18,041 shares 18,041 $3.53M 0.29% +1,477 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,341 shares; 2026Q2: 51,548 shares 51,548 $3.52M 0.29% -4,793 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,272 shares; 2024Q4: 35,203 shares; 2025Q1: 35,384 shares; 2025Q2: 37,576 shares; 2025Q3: 15,490 shares; 2025Q4: 17,748 shares; 2026Q1: 37,043 shares; 2026Q2: 37,029 shares 37,029 $3.52M 0.29% -14 Timeline VDC 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: 23,952 shares; 2024Q4: 23,820 shares; 2025Q1: 12,359 shares; 2025Q2: 12,508 shares; 2025Q3: 10,687 shares; 2025Q4: 15,154 shares; 2026Q1: not reported; 2026Q2: 15,568 shares 15,568 $3.51M 0.29% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: 2,200 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,673 shares; 2026Q2: 6,666 shares 6,666 $3.43M 0.29% -1,007 Timeline VIS 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: 12,864 shares; 2024Q4: 13,692 shares; 2025Q1: 7,167 shares; 2025Q2: 7,308 shares; 2025Q3: 7,227 shares; 2025Q4: 8,347 shares; 2026Q1: 8,890 shares; 2026Q2: 9,525 shares 9,525 $3.43M 0.29% +635 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,300 shares; 2025Q3: 67,600 shares; 2025Q4: 52,200 shares; 2026Q1: not reported; 2026Q2: 42,600 shares 42,600 $3.34M 0.28% new Timeline CBRS CEREBRAS SYSTEMS INC More: the full row for CEREBRAS SYSTEMS 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: 14,522 shares 14,522 $3.21M 0.27% new 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: 54,338 shares; 2024Q4: 28,003 shares; 2025Q1: 27,807 shares; 2025Q2: 28,327 shares; 2025Q3: 25,372 shares; 2025Q4: 28,170 shares; 2026Q1: 30,629 shares; 2026Q2: 32,437 shares 32,437 $3.19M 0.27% +1,808 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,170 shares; 2024Q4: 5,981 shares; 2025Q1: 12,595 shares; 2025Q2: 12,989 shares; 2025Q3: 12,216 shares; 2025Q4: 15,389 shares; 2026Q1: 16,839 shares; 2026Q2: 18,246 shares 18,246 $3.11M 0.26% +1,407 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,092 shares; 2024Q4: 10,190 shares; 2025Q1: 9,578 shares; 2025Q2: 9,578 shares; 2025Q3: not reported; 2025Q4: 11,824 shares; 2026Q1: 32,217 shares; 2026Q2: 57,095 shares 57,095 $3.05M 0.25% +24,878 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,136 shares; 2024Q4: 19,412 shares; 2025Q1: 21,182 shares; 2025Q2: 41,542 shares; 2025Q3: 40,642 shares; 2025Q4: 27,938 shares; 2026Q1: not reported; 2026Q2: 39,873 shares 39,873 $3.05M 0.25% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,400 shares; 2024Q4: not reported; 2025Q1: 19,300 shares; 2025Q2: 21,700 shares; 2025Q3: 23,700 shares; 2025Q4: 27,100 shares; 2026Q1: 50,500 shares; 2026Q2: 54,600 shares 54,600 $3.03M 0.25% +4,100 Timeline VFH 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: 28,834 shares; 2024Q4: 30,816 shares; 2025Q1: 16,071 shares; 2025Q2: 16,495 shares; 2025Q3: 15,896 shares; 2025Q4: 19,002 shares; 2026Q1: 20,900 shares; 2026Q2: 22,829 shares 22,829 $3M 0.25% +1,929 Timeline VCR 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: 9,678 shares; 2024Q4: 10,270 shares; 2025Q1: 5,372 shares; 2025Q2: 5,487 shares; 2025Q3: 6,082 shares; 2025Q4: 6,293 shares; 2026Q1: 22,582 shares; 2026Q2: 7,513 shares 7,513 $2.98M 0.25% -15,069 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: 2,746 shares; 2025Q2: 6,047 shares; 2025Q3: 6,052 shares; 2025Q4: 6,119 shares; 2026Q1: 2,936 shares; 2026Q2: 2,891 shares 2,891 $2.92M 0.24% -45 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,860 shares; 2024Q4: 21,130 shares; 2025Q1: 23,130 shares; 2025Q2: 21,930 shares; 2025Q3: 19,930 shares; 2025Q4: 15,030 shares; 2026Q1: 14,330 shares; 2026Q2: 38,630 shares 38,630 $2.8M 0.23% +24,300 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,200 shares; 2024Q4: 16,700 shares; 2025Q1: 95,500 shares; 2025Q2: 96,915 shares; 2025Q3: 96,657 shares; 2025Q4: 23,500 shares; 2026Q1: 59,800 shares; 2026Q2: 85,300 shares 85,300 $2.77M 0.23% +25,500 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,700 shares; 2026Q2: 10,700 shares 10,700 $2.73M 0.23% -11,000 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: 42,502 shares; 2024Q4: 19,935 shares; 2025Q1: 23,501 shares; 2025Q2: 22,367 shares; 2025Q3: 22,335 shares; 2025Q4: 31,118 shares; 2026Q1: 31,018 shares; 2026Q2: 29,553 shares 29,553 $2.59M 0.22% -1,465 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: 12,164 shares; 2024Q4: 6,131 shares; 2025Q1: 6,291 shares; 2025Q2: 6,410 shares; 2025Q3: 6,093 shares; 2025Q4: 7,571 shares; 2026Q1: 7,834 shares; 2026Q2: 31,060 shares 31,060 $2.5M 0.21% +23,226 Timeline VOX 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: 38,140 shares; 2024Q4: 36,228 shares; 2025Q1: 17,097 shares; 2025Q2: 16,139 shares; 2025Q3: 11,820 shares; 2025Q4: 14,491 shares; 2026Q1: 14,013 shares; 2026Q2: 13,548 shares 13,548 $2.49M 0.21% -465 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: 25,444 shares; 2024Q4: 12,619 shares; 2025Q1: 12,911 shares; 2025Q2: 13,141 shares; 2025Q3: 10,070 shares; 2025Q4: 15,444 shares; 2026Q1: 15,796 shares; 2026Q2: 15,640 shares 15,640 $2.47M 0.21% -156 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,594 shares; 2024Q4: 6,594 shares; 2025Q1: 6,594 shares; 2025Q2: 6,594 shares; 2025Q3: not reported; 2025Q4: 6,598 shares; 2026Q1: 6,594 shares; 2026Q2: 6,594 shares 6,594 $2.44M 0.2% 0 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: 500 shares; 2024Q4: 311 shares; 2025Q1: 311 shares; 2025Q2: 416 shares; 2025Q3: 397 shares; 2025Q4: 4,725 shares; 2026Q1: 3,117 shares; 2026Q2: 34,065 shares 34,065 $2.43M 0.2% +30,948 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,482 shares; 2025Q2: 16,151 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,705 shares 39,705 $2.43M 0.2% new 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: 25,198 shares; 2026Q2: 25,709 shares 25,709 $2.41M 0.2% +511 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: 27,627 shares; 2025Q2: 27,448 shares; 2025Q3: 27,027 shares; 2025Q4: 26,527 shares; 2026Q1: 25,827 shares; 2026Q2: 29,927 shares 29,927 $2.34M 0.2% +4,100 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,878 shares; 2024Q4: 7,703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,295 shares; 2026Q2: 8,326 shares 8,326 $2.34M 0.2% +31 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 31,275 shares; 2025Q4: 30,167 shares; 2026Q1: 29,048 shares; 2026Q2: 28,849 shares 28,849 $2.32M 0.19% -199 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: 78,320 shares; 2024Q4: 46,974 shares; 2025Q1: 58,097 shares; 2025Q2: 64,000 shares; 2025Q3: 56,378 shares; 2025Q4: 70,953 shares; 2026Q1: 61,765 shares; 2026Q2: 54,389 shares 54,389 $2.25M 0.19% -7,376 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,286 shares; 2024Q4: 2,338 shares; 2025Q1: 4,067 shares; 2025Q2: 7,157 shares; 2025Q3: 6,007 shares; 2025Q4: 13,134 shares; 2026Q1: 18,519 shares; 2026Q2: 17,884 shares 17,884 $2.1M 0.18% -635 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,583 shares; 2024Q4: 18,844 shares; 2025Q1: 20,328 shares; 2025Q2: 23,391 shares; 2025Q3: 21,772 shares; 2025Q4: 27,497 shares; 2026Q1: 26,065 shares; 2026Q2: 25,218 shares 25,218 $2.1M 0.18% -847 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: 47,289 shares; 2024Q4: 96,818 shares; 2025Q1: 127,556 shares; 2025Q2: 131,310 shares; 2025Q3: 117,729 shares; 2025Q4: 136,432 shares; 2026Q1: 63,225 shares; 2026Q2: 64,738 shares 64,738 $2.07M 0.17% +1,513 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: 6,454 shares; 2024Q4: 3,222 shares; 2025Q1: 3,223 shares; 2025Q2: 3,223 shares; 2025Q3: 1,094 shares; 2025Q4: 3,201 shares; 2026Q1: 3,202 shares; 2026Q2: 3,217 shares 3,217 $2.04M 0.17% +15 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: 16,732 shares; 2024Q4: 8,792 shares; 2025Q1: 8,860 shares; 2025Q2: 9,151 shares; 2025Q3: 8,363 shares; 2025Q4: 10,039 shares; 2026Q1: 10,804 shares; 2026Q2: 10,945 shares 10,945 $1.98M 0.17% +141 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,791 shares; 2024Q4: 35,978 shares; 2025Q1: 43,511 shares; 2025Q2: 55,133 shares; 2025Q3: 48,562 shares; 2025Q4: 67,766 shares; 2026Q1: 60,946 shares; 2026Q2: 72,243 shares 72,243 $1.98M 0.17% +11,297 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,039 shares; 2024Q4: 6,083 shares; 2025Q1: 10,308 shares; 2025Q2: 12,146 shares; 2025Q3: 5,920 shares; 2025Q4: 14,644 shares; 2026Q1: 15,569 shares; 2026Q2: 16,768 shares 16,768 $1.97M 0.16% +1,199 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,836 shares; 2024Q4: 39,944 shares; 2025Q1: 23,913 shares; 2025Q2: 23,696 shares; 2025Q3: 18,349 shares; 2025Q4: 47,774 shares; 2026Q1: 23,780 shares; 2026Q2: 24,368 shares 24,368 $1.96M 0.16% +588 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,026 shares; 2024Q4: 13,177 shares; 2025Q1: 13,312 shares; 2025Q2: 14,560 shares; 2025Q3: 13,695 shares; 2025Q4: 46,030 shares; 2026Q1: 15,649 shares; 2026Q2: 15,471 shares 15,471 $1.95M 0.16% -178 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,734 shares; 2024Q4: 32,081 shares; 2025Q1: 33,407 shares; 2025Q2: 37,212 shares; 2025Q3: 29,998 shares; 2025Q4: 40,413 shares; 2026Q1: 39,510 shares; 2026Q2: 40,532 shares 40,532 $1.93M 0.16% +1,022 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,257 shares; 2024Q4: 4,852 shares; 2025Q1: 5,862 shares; 2025Q2: 5,469 shares; 2025Q3: 8,423 shares; 2025Q4: 8,648 shares; 2026Q1: 9,446 shares; 2026Q2: 11,766 shares 11,766 $1.92M 0.16% +2,320 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,000 shares; 2024Q4: 47,500 shares; 2025Q1: 53,400 shares; 2025Q2: 52,600 shares; 2025Q3: 48,600 shares; 2025Q4: 38,000 shares; 2026Q1: 38,100 shares; 2026Q2: 142,500 shares 142,500 $1.92M 0.16% +104,400 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: 32,127 shares; 2024Q4: 12,972 shares; 2025Q1: 21,998 shares; 2025Q2: 26,057 shares; 2025Q3: 8,435 shares; 2025Q4: 31,265 shares; 2026Q1: 33,178 shares; 2026Q2: 35,704 shares 35,704 $1.9M 0.16% +2,526 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: 6,758 shares; 2024Q4: 7,240 shares; 2025Q1: 3,866 shares; 2025Q2: 4,367 shares; 2025Q3: 3,919 shares; 2025Q4: 6,512 shares; 2026Q1: 7,038 shares; 2026Q2: 6,930 shares 6,930 $1.9M 0.16% -108 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,456 shares; 2024Q4: 24,025 shares; 2025Q1: 25,770 shares; 2025Q2: 29,272 shares; 2025Q3: 26,769 shares; 2025Q4: 34,793 shares; 2026Q1: 35,541 shares; 2026Q2: 36,119 shares 36,119 $1.89M 0.16% +578 Timeline VONE 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: 12,720 shares; 2024Q4: 12,026 shares; 2025Q1: 6,072 shares; 2025Q2: 5,832 shares; 2025Q3: 4,871 shares; 2025Q4: 5,740 shares; 2026Q1: not reported; 2026Q2: 5,566 shares 5,566 $1.89M 0.16% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,950 shares; 2025Q4: 40,902 shares; 2026Q1: 40,443 shares; 2026Q2: 37,743 shares 37,743 $1.88M 0.16% -2,700 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: 36,732 shares; 2024Q4: 25,890 shares; 2025Q1: 20,131 shares; 2025Q2: 20,934 shares; 2025Q3: 22,814 shares; 2025Q4: 9,914 shares; 2026Q1: 15,414 shares; 2026Q2: 17,489 shares 17,489 $1.88M 0.16% +2,075 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: 8,464 shares; 2024Q4: 24,713 shares; 2025Q1: 30,032 shares; 2025Q2: 29,155 shares; 2025Q3: 21,997 shares; 2025Q4: 21,436 shares; 2026Q1: 80,508 shares; 2026Q2: 77,701 shares 77,701 $1.87M 0.16% -2,807 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,915 shares; 2024Q4: 17,322 shares; 2025Q1: 17,392 shares; 2025Q2: 17,293 shares; 2025Q3: 17,687 shares; 2025Q4: 18,312 shares; 2026Q1: 8,924 shares; 2026Q2: 7,383 shares 7,383 $1.76M 0.15% -1,541 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: 12,822 shares 12,822 $1.74M 0.15% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,494 shares; 2024Q4: 33,238 shares; 2025Q1: 34,599 shares; 2025Q2: 37,867 shares; 2025Q3: 30,209 shares; 2025Q4: 43,515 shares; 2026Q1: 46,089 shares; 2026Q2: 47,343 shares 47,343 $1.72M 0.14% +1,254 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,900 shares; 2026Q2: 9,700 shares 9,700 $1.71M 0.14% +5,800 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,203 shares; 2024Q4: not reported; 2025Q1: 9,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 11,602 shares; 2026Q2: 11,402 shares 11,402 $1.67M 0.14% -200 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,948 shares; 2024Q4: 18,665 shares; 2025Q1: 19,390 shares; 2025Q2: 21,487 shares; 2025Q3: 21,172 shares; 2025Q4: 24,348 shares; 2026Q1: 24,984 shares; 2026Q2: 25,046 shares 25,046 $1.66M 0.14% +62 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,250 shares; 2024Q4: 17,400 shares; 2025Q1: 12,075 shares; 2025Q2: 13,200 shares; 2025Q3: 14,700 shares; 2025Q4: 14,200 shares; 2026Q1: 28,000 shares; 2026Q2: 28,700 shares 28,700 $1.51M 0.13% +700 Timeline FLOT 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: 6,618 shares; 2025Q1: 5,558 shares; 2025Q2: 52,262 shares; 2025Q3: 316,728 shares; 2025Q4: 146,552 shares; 2026Q1: 27,127 shares; 2026Q2: 28,871 shares 28,871 $1.47M 0.12% +1,744 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,192 shares; 2024Q4: 27,180 shares; 2025Q1: 14,510 shares; 2025Q2: 16,304 shares; 2025Q3: 15,930 shares; 2025Q4: 37,262 shares; 2026Q1: 19,403 shares; 2026Q2: 19,949 shares 19,949 $1.43M 0.12% +546 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: 18,353 shares; 2025Q1: 18,678 shares; 2025Q2: 10,254 shares; 2025Q3: 9,414 shares; 2025Q4: 11,159 shares; 2026Q1: 10,457 shares; 2026Q2: 10,156 shares 10,156 $1.42M 0.12% -301 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: 27,622 shares; 2024Q4: 10,400 shares; 2025Q1: 5,521 shares; 2025Q2: 8,132 shares; 2025Q3: 6,700 shares; 2025Q4: 9,100 shares; 2026Q1: 10,710 shares; 2026Q2: 10,910 shares 10,910 $1.42M 0.12% +200 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 18,900 shares; 2025Q4: 18,900 shares; 2026Q1: 18,115 shares; 2026Q2: 17,515 shares 17,515 $1.41M 0.12% -600 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,899 shares; 2024Q4: not reported; 2025Q1: 1,743 shares; 2025Q2: 3,006 shares; 2025Q3: 2,960 shares; 2025Q4: 5,604 shares; 2026Q1: 6,984 shares; 2026Q2: 7,691 shares 7,691 $1.37M 0.11% +707 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,300 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 13,400 shares; 2026Q2: 12,200 shares 12,200 $1.37M 0.11% -1,200 Timeline VOT 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: 12,624 shares; 2024Q4: 5,964 shares; 2025Q1: 5,590 shares; 2025Q2: 5,282 shares; 2025Q3: 4,451 shares; 2025Q4: 4,701 shares; 2026Q1: not reported; 2026Q2: 4,448 shares 4,448 $1.36M 0.11% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,900 shares; 2025Q2: 26,655 shares; 2025Q3: 27,304 shares; 2025Q4: 13,933 shares; 2026Q1: 2,301 shares; 2026Q2: 7,404 shares 7,404 $1.29M 0.11% +5,103 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 8,150 shares; 2025Q3: 11,050 shares; 2025Q4: 105,820 shares; 2026Q1: 8,580 shares; 2026Q2: 34,450 shares 34,450 $1.28M 0.11% +25,870 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,048 shares; 2024Q4: 4,767 shares; 2025Q1: 4,475 shares; 2025Q2: 4,259 shares; 2025Q3: 3,624 shares; 2025Q4: 3,702 shares; 2026Q1: 3,590 shares; 2026Q2: 3,491 shares 3,491 $1.28M 0.11% -99 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 106,000 shares; 2025Q2: 30,200 shares; 2025Q3: 32,600 shares; 2025Q4: 30,911 shares; 2026Q1: 40,000 shares; 2026Q2: 45,800 shares 45,800 $1.27M 0.11% +5,800 Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 31,328 shares; 2026Q2: 33,191 shares 33,191 $1.25M 0.1% +1,863 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,116 shares; 2024Q4: 15,958 shares; 2025Q1: 19,750 shares; 2025Q2: 42,234 shares; 2025Q3: 5,117 shares; 2025Q4: 5,098 shares; 2026Q1: 8,198 shares; 2026Q2: 7,797 shares 7,797 $1.21M 0.1% -401 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,800 shares; 2024Q4: 5,100 shares; 2025Q1: 57,700 shares; 2025Q2: 62,286 shares; 2025Q3: 92,043 shares; 2025Q4: 80,200 shares; 2026Q1: 42,300 shares; 2026Q2: 37,200 shares 37,200 $1.14M 0.09% -5,100 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 37,058 shares 37,058 $1.09M 0.09% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; 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: 20,392 shares 20,392 $1.08M 0.09% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,374 shares 6,374 $1.08M 0.09% 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: 4,645 shares; 2025Q2: 4,546 shares; 2025Q3: 4,646 shares; 2025Q4: 5,246 shares; 2026Q1: not reported; 2026Q2: 6,146 shares 6,146 $1.08M 0.09% new 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: 2,543 shares; 2025Q3: 2,143 shares; 2025Q4: 8,992 shares; 2026Q1: 3,587 shares; 2026Q2: 2,732 shares 2,732 $1.08M 0.09% -855 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,474 shares; 2025Q3: 12,219 shares; 2025Q4: 33,699 shares; 2026Q1: 20,596 shares; 2026Q2: 7,296 shares 7,296 $1.07M 0.09% -13,300 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK 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: 21,587 shares 21,587 $1.04M 0.09% new 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: 53,600 shares; 2024Q4: 27,400 shares; 2025Q1: 32,120 shares; 2025Q2: 98,320 shares; 2025Q3: 100,100 shares; 2025Q4: 101,800 shares; 2026Q1: 5,600 shares; 2026Q2: 16,542 shares 16,542 $1.04M 0.09% +10,942 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: 44,100 shares; 2024Q4: not reported; 2025Q1: 8,136 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,006 shares; 2026Q1: 11,500 shares; 2026Q2: 4,100 shares 4,100 $1.01M 0.08% -7,400 Timeline FLTR 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: 23,220 shares; 2024Q4: 13,858 shares; 2025Q1: 23,764 shares; 2025Q2: 28,352 shares; 2025Q3: 12,613 shares; 2025Q4: 34,118 shares; 2026Q1: 36,400 shares; 2026Q2: 39,146 shares 39,146 $1M 0.08% +2,746 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,050 shares; 2024Q4: 7,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,724 shares; 2025Q4: 42,624 shares; 2026Q1: 34,724 shares; 2026Q2: 18,424 shares 18,424 $1M 0.08% -16,300 Timeline RSPT 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: 38,766 shares; 2024Q4: 19,346 shares; 2025Q1: 19,175 shares; 2025Q2: 19,176 shares; 2025Q3: not reported; 2025Q4: 18,625 shares; 2026Q1: 15,571 shares; 2026Q2: 15,528 shares 15,528 $1M 0.08% -43 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,816 shares; 2024Q4: 3,732 shares; 2025Q1: 6,491 shares; 2025Q2: 7,792 shares; 2025Q3: 5,482 shares; 2025Q4: 9,573 shares; 2026Q1: 10,124 shares; 2026Q2: 10,880 shares 10,880 $997K 0.08% +756 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: 4,450 shares 4,450 $996K 0.08% 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: 510 shares; 2024Q4: 1,020 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 192 shares; 2025Q4: 510 shares; 2026Q1: 510 shares; 2026Q2: 510 shares 510 $996K 0.08% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,300 shares; 2026Q2: 42,800 shares 42,800 $987K 0.08% -3,500 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: 4,450 shares 4,450 $984K 0.08% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,431 shares; 2024Q4: 37,831 shares; 2025Q1: 33,173 shares; 2025Q2: 31,502 shares; 2025Q3: not reported; 2025Q4: 952 shares; 2026Q1: 995 shares; 2026Q2: 843 shares 843 $973K 0.08% -152 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: 44,049 shares; 2024Q4: 38,164 shares; 2025Q1: 19,944 shares; 2025Q2: 18,120 shares; 2025Q3: 2,766 shares; 2025Q4: 1,924 shares; 2026Q1: 2,362 shares; 2026Q2: 1,641 shares 1,641 $953K 0.08% -721 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,686 shares; 2024Q4: 25,893 shares; 2025Q1: 25,786 shares; 2025Q2: 21,445 shares; 2025Q3: 5,070 shares; 2025Q4: 18,698 shares; 2026Q1: 15,745 shares; 2026Q2: 13,806 shares 13,806 $925K 0.08% -1,939 Timeline ZHDG TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,898 shares; 2024Q4: 40,480 shares; 2025Q1: 41,155 shares; 2025Q2: 41,895 shares; 2025Q3: 16,801 shares; 2025Q4: 41,967 shares; 2026Q1: 41,992 shares; 2026Q2: 39,079 shares 39,079 $920K 0.08% -2,913 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: 19,164 shares; 2024Q4: 63,636 shares; 2025Q1: 31,884 shares; 2025Q2: 31,634 shares; 2025Q3: not reported; 2025Q4: 28,036 shares; 2026Q1: 13,848 shares; 2026Q2: 9,971 shares 9,971 $824K 0.07% -3,877 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,744 shares; 2024Q4: 44,182 shares; 2025Q1: 20,891 shares; 2025Q2: 21,376 shares; 2025Q3: not reported; 2025Q4: 43,152 shares; 2026Q1: 20,976 shares; 2026Q2: 20,943 shares 20,943 $817K 0.07% -33 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: 36,690 shares; 2024Q4: 12,715 shares; 2025Q1: 13,215 shares; 2025Q2: 15,830 shares; 2025Q3: 8,815 shares; 2025Q4: 8,710 shares; 2026Q1: 21,400 shares; 2026Q2: 13,600 shares 13,600 $787K 0.07% -7,800 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: 4,836 shares; 2024Q4: 5,270 shares; 2025Q1: 7,023 shares; 2025Q2: 2,384 shares; 2025Q3: 2,198 shares; 2025Q4: 2,230 shares; 2026Q1: 2,286 shares; 2026Q2: 2,140 shares 2,140 $755K 0.06% -146 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: 2,170 shares; 2024Q4: 1,075 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: not reported; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,059 shares 1,059 $745K 0.06% -16 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,416 shares; 2024Q4: 23,409 shares; 2025Q1: 26,830 shares; 2025Q2: 25,933 shares; 2025Q3: 26,633 shares; 2025Q4: 26,983 shares; 2026Q1: 5,833 shares; 2026Q2: 15,333 shares 15,333 $745K 0.06% +9,500 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,900 shares; 2025Q1: 14,200 shares; 2025Q2: 14,200 shares; 2025Q3: 14,500 shares; 2025Q4: 8,204 shares; 2026Q1: 2,200 shares; 2026Q2: 5,417 shares 5,417 $734K 0.06% +3,217 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,818 shares; 2024Q4: not reported; 2025Q1: 1,065 shares; 2025Q2: 1,295 shares; 2025Q3: 924 shares; 2025Q4: 1,372 shares; 2026Q1: 1,122 shares; 2026Q2: 1,462 shares 1,462 $698K 0.06% +340 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: 6,330 shares; 2024Q4: 3,149 shares; 2025Q1: 3,123 shares; 2025Q2: 3,134 shares; 2025Q3: not reported; 2025Q4: 3,041 shares; 2026Q1: 3,077 shares; 2026Q2: 3,059 shares 3,059 $695K 0.06% -18 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,588 shares; 2024Q4: 4,588 shares; 2025Q1: 4,588 shares; 2025Q2: 4,588 shares; 2025Q3: not reported; 2025Q4: 4,588 shares; 2026Q1: 4,588 shares; 2026Q2: 4,588 shares 4,588 $682K 0.06% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,631 shares; 2024Q4: 4,631 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: not reported; 2025Q4: 4,631 shares; 2026Q1: 4,631 shares; 2026Q2: 4,631 shares 4,631 $673K 0.06% 0 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,533 shares; 2026Q2: 13,467 shares 13,467 $672K 0.06% +1,934 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,990 shares; 2025Q2: 27,700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,367 shares 2,367 $644K 0.05% new 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: 87,788 shares; 2024Q4: 44,366 shares; 2025Q1: 45,514 shares; 2025Q2: 16,771 shares; 2025Q3: not reported; 2025Q4: 14,830 shares; 2026Q1: 13,830 shares; 2026Q2: 13,830 shares 13,830 $643K 0.05% 0 Timeline DIVI 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: 33,394 shares; 2024Q4: 16,704 shares; 2025Q1: 16,256 shares; 2025Q2: 16,083 shares; 2025Q3: not reported; 2025Q4: 16,062 shares; 2026Q1: 14,786 shares; 2026Q2: 14,649 shares 14,649 $626K 0.05% -137 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,252 shares; 2024Q4: 2,465 shares; 2025Q1: 2,452 shares; 2025Q2: 2,437 shares; 2025Q3: 2,181 shares; 2025Q4: 2,219 shares; 2026Q1: 1,999 shares; 2026Q2: 1,785 shares 1,785 $598K 0.05% -214 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: 2,358 shares; 2026Q1: 2,358 shares; 2026Q2: 2,367 shares 2,367 $588K 0.05% +9 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: 7,932 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,607 shares; 2025Q4: 9,435 shares; 2026Q1: 10,677 shares; 2026Q2: 12,673 shares 12,673 $517K 0.04% +1,996 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,340 shares; 2025Q2: 64,926 shares; 2025Q3: 25,583 shares; 2025Q4: 16,740 shares; 2026Q1: 15,840 shares; 2026Q2: 14,540 shares 14,540 $515K 0.04% -1,300 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,900 shares; 2025Q2: 24,600 shares; 2025Q3: 32,000 shares; 2025Q4: 17,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,300 shares 4,300 $494K 0.04% -300 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: 7,778 shares; 2024Q4: 4,071 shares; 2025Q1: 3,893 shares; 2025Q2: 3,822 shares; 2025Q3: 3,420 shares; 2025Q4: 3,538 shares; 2026Q1: 3,545 shares; 2026Q2: 3,545 shares 3,545 $485K 0.04% 0 Timeline QUS 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: 7,094 shares; 2024Q4: 3,357 shares; 2025Q1: 3,338 shares; 2025Q2: 3,333 shares; 2025Q3: 2,225 shares; 2025Q4: 3,069 shares; 2026Q1: 2,752 shares; 2026Q2: 2,456 shares 2,456 $459K 0.04% -296 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 2,000 shares; 2026Q2: 2,701 shares 2,701 $446K 0.04% +701 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: 41,370 shares; 2024Q4: 25,511 shares; 2025Q1: 25,661 shares; 2025Q2: 25,353 shares; 2025Q3: 12,268 shares; 2025Q4: 31,969 shares; 2026Q1: 32,461 shares; 2026Q2: 32,059 shares 32,059 $446K 0.04% -402 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,900 shares 4,900 $423K 0.04% new 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: 7,792 shares; 2024Q4: 7,705 shares; 2025Q1: 7,671 shares; 2025Q2: 7,778 shares; 2025Q3: 3,186 shares; 2025Q4: 9,401 shares; 2026Q1: 7,500 shares; 2026Q2: 7,410 shares 7,410 $422K 0.04% -90 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 76,530 shares; 2026Q2: 8,530 shares 8,530 $406K 0.03% -68,000 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,196 shares; 2024Q4: 64,211 shares; 2025Q1: 96,838 shares; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 2,667 shares; 2026Q1: 2,422 shares; 2026Q2: 2,403 shares 2,403 $400K 0.03% -19 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,200 shares; 2024Q4: 11,600 shares; 2025Q1: 33,800 shares; 2025Q2: 47,400 shares; 2025Q3: 48,000 shares; 2025Q4: 38,203 shares; 2026Q1: 47,600 shares; 2026Q2: 2,900 shares 2,900 $396K 0.03% -44,700 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: 2,036 shares; 2024Q4: 1,598 shares; 2025Q1: 1,693 shares; 2025Q2: 979 shares; 2025Q3: 980 shares; 2025Q4: 986 shares; 2026Q1: 998 shares; 2026Q2: 1,023 shares 1,023 $383K 0.03% +25 Timeline RSPS 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: 35,718 shares; 2024Q4: 16,685 shares; 2025Q1: 16,252 shares; 2025Q2: 13,557 shares; 2025Q3: not reported; 2025Q4: 13,541 shares; 2026Q1: 12,193 shares; 2026Q2: 12,173 shares 12,173 $365K 0.03% -20 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: 4,914 shares; 2024Q4: 4,914 shares; 2025Q1: 4,914 shares; 2025Q2: 4,914 shares; 2025Q3: 4,914 shares; 2025Q4: 4,914 shares; 2026Q1: 4,914 shares; 2026Q2: 3,292 shares 3,292 $364K 0.03% -1,622 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: 1,142 shares; 2025Q3: not reported; 2025Q4: 1,293 shares; 2026Q1: 1,461 shares; 2026Q2: 1,461 shares 1,461 $348K 0.03% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: 42,355 shares; 2026Q2: 965 shares 965 $341K 0.03% -41,390 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: 4,412 shares; 2024Q4: 4,412 shares; 2025Q1: 4,444 shares; 2025Q2: 4,444 shares; 2025Q3: 4,444 shares; 2025Q4: 4,444 shares; 2026Q1: 4,444 shares; 2026Q2: 4,444 shares 4,444 $339K 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,357 shares; 2024Q4: 3,126 shares; 2025Q1: 3,044 shares; 2025Q2: 2,625 shares; 2025Q3: not reported; 2025Q4: 2,574 shares; 2026Q1: not reported; 2026Q2: 2,270 shares 2,270 $335K 0.03% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: not reported; 2025Q4: 257 shares; 2026Q1: 264 shares; 2026Q2: 242 shares 242 $335K 0.03% -22 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: 969 shares; 2024Q4: 962 shares; 2025Q1: 964 shares; 2025Q2: 967 shares; 2025Q3: not reported; 2025Q4: 975 shares; 2026Q1: 972 shares; 2026Q2: 987 shares 987 $334K 0.03% +15 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,371 shares; 2026Q2: 6,179 shares 6,179 $328K 0.03% +1,808 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,337 shares; 2026Q1: 6,056 shares; 2026Q2: 7,143 shares 7,143 $326K 0.03% +1,087 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,239 shares; 2026Q1: 6,046 shares; 2026Q2: 5,762 shares 5,762 $325K 0.03% -284 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: 22,140 shares; 2024Q4: not reported; 2025Q1: 3,012 shares; 2025Q2: 7,027 shares; 2025Q3: 6,703 shares; 2025Q4: 9,181 shares; 2026Q1: 1,876 shares; 2026Q2: 2,573 shares 2,573 $325K 0.03% +697 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,570 shares; 2024Q4: 18,170 shares; 2025Q1: 12,800 shares; 2025Q2: 9,700 shares; 2025Q3: 9,900 shares; 2025Q4: 12,300 shares; 2026Q1: 2,800 shares; 2026Q2: 3,000 shares 3,000 $325K 0.03% +200 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,544 shares; 2024Q4: not reported; 2025Q1: 19,894 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,244 shares; 2026Q1: 33,444 shares; 2026Q2: 3,844 shares 3,844 $313K 0.03% -29,600 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: 636 shares; 2024Q4: 609 shares; 2025Q1: 592 shares; 2025Q2: 651 shares; 2025Q3: 711 shares; 2025Q4: 676 shares; 2026Q1: 676 shares; 2026Q2: 626 shares 626 $313K 0.03% -50 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,138 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,831 shares; 2025Q4: 14,562 shares; 2026Q1: 13,745 shares; 2026Q2: 1,445 shares 1,445 $313K 0.03% -12,300 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,486 shares; 2025Q3: 68,923 shares; 2025Q4: 47,036 shares; 2026Q1: 45,536 shares; 2026Q2: 1,047 shares 1,047 $312K 0.03% -44,489 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: 522 shares; 2024Q4: 270 shares; 2025Q1: 261 shares; 2025Q2: 324 shares; 2025Q3: 289 shares; 2025Q4: 291 shares; 2026Q1: 292 shares; 2026Q2: 332 shares 332 $311K 0.03% +40 Timeline UTWO RBB FD INC More: the full row for RBB FD 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: 6,268 shares 6,268 $301K 0.03% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,036 shares; 2026Q1: 11,661 shares; 2026Q2: 7,353 shares 7,353 $296K 0.02% -4,308 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: 631 shares; 2024Q4: 632 shares; 2025Q1: 634 shares; 2025Q2: 636 shares; 2025Q3: not reported; 2025Q4: 643 shares; 2026Q1: 642 shares; 2026Q2: 643 shares 643 $295K 0.02% +1 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,300 shares; 2025Q1: 13,606 shares; 2025Q2: 6,360 shares; 2025Q3: 43,060 shares; 2025Q4: 14,850 shares; 2026Q1: 38,344 shares; 2026Q2: 809 shares 809 $287K 0.02% -37,535 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 242 shares 242 $284K 0.02% new 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: 2,628 shares; 2024Q4: 1,314 shares; 2025Q1: 1,211 shares; 2025Q2: 2,772 shares; 2025Q3: 1,811 shares; 2025Q4: 1,778 shares; 2026Q1: 1,516 shares; 2026Q2: 1,316 shares 1,316 $275K 0.02% -200 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: 7,220 shares; 2024Q4: 3,232 shares; 2025Q1: 3,253 shares; 2025Q2: 3,640 shares; 2025Q3: not reported; 2025Q4: 2,793 shares; 2026Q1: 2,807 shares; 2026Q2: 2,829 shares 2,829 $271K 0.02% +22 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,480 shares; 2024Q4: 2,917 shares; 2025Q1: 3,115 shares; 2025Q2: 3,131 shares; 2025Q3: 2,188 shares; 2025Q4: 2,706 shares; 2026Q1: 2,584 shares; 2026Q2: 2,592 shares 2,592 $269K 0.02% +8 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,015 shares; 2024Q4: 3,019 shares; 2025Q1: 2,977 shares; 2025Q2: 2,990 shares; 2025Q3: not reported; 2025Q4: 2,928 shares; 2026Q1: 2,609 shares; 2026Q2: 2,345 shares 2,345 $269K 0.02% -264 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 12,600 shares; 2025Q3: not reported; 2025Q4: 721 shares; 2026Q1: not reported; 2026Q2: 800 shares 800 $269K 0.02% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,816 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,820 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,900 shares; 2026Q2: 1,300 shares 1,300 $268K 0.02% -29,600 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: 314 shares; 2026Q2: 316 shares 316 $251K 0.02% +2 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: 830 shares; 2025Q1: not reported; 2025Q2: 446 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 446 shares; 2026Q2: 474 shares 474 $246K 0.02% +28 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,886 shares 4,886 $244K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 9,141 shares; 2026Q1: 10,134 shares; 2026Q2: 9,607 shares 9,607 $240K 0.02% -527 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 70,200 shares; 2026Q1: 67,505 shares; 2026Q2: 2,357 shares 2,357 $240K 0.02% -65,148 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: 2,672 shares; 2024Q4: 6,634 shares; 2025Q1: 600 shares; 2025Q2: 478 shares; 2025Q3: 416 shares; 2025Q4: 452 shares; 2026Q1: 452 shares; 2026Q2: 451 shares 451 $230K 0.02% -1 Timeline RBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,304 shares 4,304 $215K 0.02% new 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: 1,191 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,655 shares 1,655 $206K 0.02% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,354 shares 2,354 $203K 0.02% new Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,667 shares 4,667 $202K 0.02% new 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: not reported; 2026Q1: not reported; 2026Q2: 705 shares 705 $201K 0.02% new Timeline OTLK OUTLOOK THERAPEUTICS INC More: the full row for OUTLOOK 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: 47,200 shares 47,200 $75K 0.01% new Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,092 shares; 2026Q2: 12,159 shares 12,159 $70.9K 0.01% +67 Timeline REI RING ENERGY INC More: the full row for RING ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: not reported; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $32.4K <0.01% 0 Timeline AREC AMERICAN RES CORP More: the full row for AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,578 shares 14,578 $31.3K <0.01% new Timeline