HLIO HELIOS TECHNOLOGIES INC More: the full row for HELIOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 970,379 shares; 2024Q4: 1,217,467 shares; 2025Q1: 1,215,181 shares; 2025Q2: 1,214,181 shares; 2025Q3: 1,206,514 shares; 2025Q4: 1,204,959 shares; 2026Q1: 1,153,896 shares; 2026Q2: 1,146,658 shares 1,146,658 $102M 27.26% -7,238 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: 357,601 shares; 2024Q4: 353,747 shares; 2025Q1: 351,295 shares; 2025Q2: 338,092 shares; 2025Q3: 334,976 shares; 2025Q4: 328,704 shares; 2026Q1: 318,534 shares; 2026Q2: 304,753 shares 304,753 $61M 16.24% -13,781 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 326,967 shares; 2024Q4: 323,953 shares; 2025Q1: 320,401 shares; 2025Q2: 265,837 shares; 2025Q3: 202,299 shares; 2025Q4: 155,904 shares; 2026Q1: 153,943 shares; 2026Q2: 148,730 shares 148,730 $25M 6.65% -5,213 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: 15,366 shares; 2024Q4: 15,015 shares; 2025Q1: 25,926 shares; 2025Q2: 32,572 shares; 2025Q3: 42,372 shares; 2025Q4: 195,083 shares; 2026Q1: 193,224 shares; 2026Q2: 190,535 shares 190,535 $22.4M 5.96% -2,689 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 62,764 shares; 2025Q1: 63,079 shares; 2025Q2: 61,964 shares; 2025Q3: 61,436 shares; 2025Q4: 61,475 shares; 2026Q1: 59,392 shares; 2026Q2: 59,206 shares 59,206 $19.4M 5.16% -186 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,830 shares; 2024Q4: 213,676 shares; 2025Q1: 214,619 shares; 2025Q2: 208,398 shares; 2025Q3: 206,719 shares; 2025Q4: 205,361 shares; 2026Q1: 199,096 shares; 2026Q2: 197,910 shares 197,910 $15.6M 4.15% -1,186 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: 43,475 shares; 2024Q4: 44,051 shares; 2025Q1: 45,789 shares; 2025Q2: 46,927 shares; 2025Q3: 64,772 shares; 2025Q4: 65,199 shares; 2026Q1: 64,798 shares; 2026Q2: 64,623 shares 64,623 $15.4M 4.1% -175 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 165 shares; 2025Q4: 180 shares; 2026Q1: 6,468 shares; 2026Q2: 6,320 shares 6,320 $10.7M 2.86% -148 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,225 shares; 2025Q1: 198,002 shares; 2025Q2: 194,900 shares; 2025Q3: 201,273 shares; 2025Q4: 247,896 shares; 2026Q1: 240,935 shares; 2026Q2: 239,691 shares 239,691 $7.98M 2.13% -1,244 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,907 shares; 2025Q4: 7,988 shares; 2026Q1: 7,996 shares; 2026Q2: 7,997 shares 7,997 $7.69M 2.05% +1 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: 27,963 shares; 2024Q4: 28,250 shares; 2025Q1: 29,577 shares; 2025Q2: 28,451 shares; 2025Q3: 28,652 shares; 2025Q4: 28,612 shares; 2026Q1: 28,201 shares; 2026Q2: 13,431 shares 13,431 $7.57M 2.02% -14,770 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: 20,419 shares; 2024Q4: 20,551 shares; 2025Q1: 19,849 shares; 2025Q2: 19,298 shares; 2025Q3: 19,249 shares; 2025Q4: 18,642 shares; 2026Q1: 18,208 shares; 2026Q2: 18,026 shares 18,026 $5.22M 1.39% -182 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,628 shares; 2024Q4: 11,582 shares; 2025Q1: 10,882 shares; 2025Q2: 9,766 shares; 2025Q3: 9,766 shares; 2025Q4: 9,421 shares; 2026Q1: 7,494 shares; 2026Q2: 5,374 shares 5,374 $5.19M 1.38% -2,120 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: 13,382 shares; 2024Q4: 13,629 shares; 2025Q1: 14,606 shares; 2025Q2: 14,177 shares; 2025Q3: 17,179 shares; 2025Q4: 17,617 shares; 2026Q1: 18,142 shares; 2026Q2: 18,132 shares 18,132 $4.56M 1.22% -10 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,378 shares; 2024Q4: 4,521 shares; 2025Q1: 5,267 shares; 2025Q2: 5,879 shares; 2025Q3: 5,862 shares; 2025Q4: 6,153 shares; 2026Q1: 6,037 shares; 2026Q2: 5,940 shares 5,940 $4.24M 1.13% -97 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: 7,265 shares; 2024Q4: 7,593 shares; 2025Q1: 10,709 shares; 2025Q2: 14,184 shares; 2025Q3: 19,106 shares; 2025Q4: 23,063 shares; 2026Q1: 25,678 shares; 2026Q2: 24,595 shares 24,595 $3.89M 1.04% -1,083 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,382 shares; 2024Q4: 10,179 shares; 2025Q1: 10,036 shares; 2025Q2: 9,940 shares; 2025Q3: 9,835 shares; 2025Q4: 9,803 shares; 2026Q1: 9,625 shares; 2026Q2: 9,529 shares 9,529 $3.67M 0.98% -96 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: 24,146 shares; 2024Q4: 24,159 shares; 2025Q1: 24,571 shares; 2025Q2: 24,140 shares; 2025Q3: 24,059 shares; 2025Q4: 24,064 shares; 2026Q1: 24,006 shares; 2026Q2: 23,691 shares 23,691 $3.39M 0.9% -315 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: 8,028 shares; 2024Q4: 7,904 shares; 2025Q1: 7,966 shares; 2025Q2: 7,573 shares; 2025Q3: 7,509 shares; 2025Q4: 7,379 shares; 2026Q1: 7,021 shares; 2026Q2: 6,989 shares 6,989 $2.64M 0.7% -32 Timeline VYMI 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: 9,812 shares; 2024Q4: 9,813 shares; 2025Q1: 11,933 shares; 2025Q2: 14,662 shares; 2025Q3: 17,193 shares; 2025Q4: 19,771 shares; 2026Q1: 23,905 shares; 2026Q2: 26,356 shares 26,356 $2.59M 0.69% +2,451 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,500 shares 26,500 $2M 0.53% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,683 shares; 2024Q4: 5,334 shares; 2025Q1: 5,254 shares; 2025Q2: 5,254 shares; 2025Q3: 5,254 shares; 2025Q4: 5,254 shares; 2026Q1: not reported; 2026Q2: 5,197 shares 5,197 $1.77M 0.47% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,959 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,129 shares 4,129 $1.74M 0.46% new 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: 14,433 shares; 2025Q3: 15,788 shares; 2025Q4: 15,905 shares; 2026Q1: 15,905 shares; 2026Q2: 14,905 shares 14,905 $1.52M 0.4% -1,000 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,514 shares; 2024Q4: 122,655 shares; 2025Q1: 125,205 shares; 2025Q2: 122,482 shares; 2025Q3: 134,372 shares; 2025Q4: 27,130 shares; 2026Q1: 62,730 shares; 2026Q2: 107,730 shares 107,730 $1.5M 0.4% +45,000 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,976 shares; 2024Q4: 1,989 shares; 2025Q1: 2,067 shares; 2025Q2: 1,573 shares; 2025Q3: 1,653 shares; 2025Q4: 1,851 shares; 2026Q1: 1,890 shares; 2026Q2: 1,938 shares 1,938 $1.45M 0.39% +48 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,063 shares; 2025Q4: 99,063 shares; 2026Q1: 94,063 shares; 2026Q2: 61,000 shares 61,000 $1.42M 0.38% -33,063 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: 2,816 shares; 2024Q4: 3,021 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,914 shares; 2025Q4: 2,801 shares; 2026Q1: 2,712 shares; 2026Q2: 2,402 shares 2,402 $1.4M 0.37% -310 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,352 shares; 2024Q4: 5,300 shares; 2025Q1: 5,329 shares; 2025Q2: 5,146 shares; 2025Q3: 5,156 shares; 2025Q4: 5,135 shares; 2026Q1: 5,135 shares; 2026Q2: 5,135 shares 5,135 $1.17M 0.31% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,617 shares; 2024Q4: 3,639 shares; 2025Q1: 3,620 shares; 2025Q2: 3,580 shares; 2025Q3: 3,680 shares; 2025Q4: 3,650 shares; 2026Q1: 3,600 shares; 2026Q2: 3,162 shares 3,162 $1.12M 0.3% -438 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,484 shares; 2025Q1: 5,480 shares; 2025Q2: 5,432 shares; 2025Q3: 5,432 shares; 2025Q4: 5,391 shares; 2026Q1: 5,374 shares; 2026Q2: 5,374 shares 5,374 $1.11M 0.3% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,884 shares; 2024Q4: 9,945 shares; 2025Q1: 9,387 shares; 2025Q2: 9,387 shares; 2025Q3: 9,284 shares; 2025Q4: 8,946 shares; 2026Q1: 8,632 shares; 2026Q2: 8,311 shares 8,311 $1.07M 0.28% -321 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,625 shares; 2024Q4: 26,568 shares; 2025Q1: 23,903 shares; 2025Q2: 23,647 shares; 2025Q3: 24,017 shares; 2025Q4: 24,673 shares; 2026Q1: 23,084 shares; 2026Q2: 23,084 shares 23,084 $1.06M 0.28% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,513 shares; 2024Q4: 11,594 shares; 2025Q1: 11,350 shares; 2025Q2: 22,069 shares; 2025Q3: 21,965 shares; 2025Q4: 21,435 shares; 2026Q1: 21,323 shares; 2026Q2: 21,323 shares 21,323 $1.02M 0.27% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,743 shares; 2024Q4: 15,674 shares; 2025Q1: 15,474 shares; 2025Q2: 14,601 shares; 2025Q3: 14,568 shares; 2025Q4: 14,568 shares; 2026Q1: 14,438 shares; 2026Q2: 12,405 shares 12,405 $1.01M 0.27% -2,033 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: 10,416 shares; 2024Q4: 10,106 shares; 2025Q1: 10,106 shares; 2025Q2: 9,904 shares; 2025Q3: 9,904 shares; 2025Q4: 8,834 shares; 2026Q1: 8,834 shares; 2026Q2: 8,834 shares 8,834 $1M 0.27% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,640 shares; 2024Q4: 7,707 shares; 2025Q1: 8,416 shares; 2025Q2: 10,198 shares; 2025Q3: 10,198 shares; 2025Q4: 10,748 shares; 2026Q1: 10,618 shares; 2026Q2: 10,618 shares 10,618 $963K 0.26% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,000 shares 13,000 $954K 0.25% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,241 shares; 2025Q1: 1,241 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,150 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $861K 0.23% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 2,743 shares; 2025Q2: 2,743 shares; 2025Q3: 3,743 shares; 2025Q4: 3,432 shares; 2026Q1: 3,114 shares; 2026Q2: 3,114 shares 3,114 $796K 0.21% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,887 shares; 2024Q4: 2,239 shares; 2025Q1: 2,388 shares; 2025Q2: 2,109 shares; 2025Q3: 2,194 shares; 2025Q4: 2,483 shares; 2026Q1: 2,542 shares; 2026Q2: 2,612 shares 2,612 $792K 0.21% +70 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,092 shares; 2024Q4: 7,215 shares; 2025Q1: 7,686 shares; 2025Q2: 6,313 shares; 2025Q3: 6,678 shares; 2025Q4: 7,574 shares; 2026Q1: 7,664 shares; 2026Q2: 7,887 shares 7,887 $753K 0.2% +223 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,777 shares; 2025Q1: 1,902 shares; 2025Q2: 1,776 shares; 2025Q3: 1,898 shares; 2025Q4: 2,151 shares; 2026Q1: 2,228 shares; 2026Q2: 9,318 shares 9,318 $751K 0.2% +7,090 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: 2,000 shares; 2024Q4: 2,185 shares; 2025Q1: 1,022 shares; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $742K 0.2% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,423 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares; 2026Q2: 2,468 shares 2,468 $735K 0.2% +45 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: 1,420 shares; 2024Q4: 1,455 shares; 2025Q1: 1,464 shares; 2025Q2: 1,433 shares; 2025Q3: 1,083 shares; 2025Q4: 1,097 shares; 2026Q1: 1,095 shares; 2026Q2: 1,095 shares 1,095 $695K 0.19% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,422 shares; 2024Q4: 6,408 shares; 2025Q1: 6,505 shares; 2025Q2: 6,383 shares; 2025Q3: 6,251 shares; 2025Q4: 6,251 shares; 2026Q1: 6,251 shares; 2026Q2: 6,251 shares 6,251 $615K 0.16% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: 775 shares; 2025Q4: 706 shares; 2026Q1: 1,150 shares; 2026Q2: 1,210 shares 1,210 $605K 0.16% +60 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,732 shares; 2024Q4: 3,732 shares; 2025Q1: 3,424 shares; 2025Q2: 2,839 shares; 2025Q3: 2,839 shares; 2025Q4: 2,679 shares; 2026Q1: 2,679 shares; 2026Q2: 2,679 shares 2,679 $591K 0.16% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,638 shares; 2024Q4: 7,626 shares; 2025Q1: 6,599 shares; 2025Q2: 5,127 shares; 2025Q3: 5,652 shares; 2025Q4: 6,138 shares; 2026Q1: 6,052 shares; 2026Q2: 6,937 shares 6,937 $587K 0.16% +885 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: 1,602 shares; 2024Q4: 1,728 shares; 2025Q1: 1,671 shares; 2025Q2: 1,639 shares; 2025Q3: 1,685 shares; 2025Q4: 1,666 shares; 2026Q1: 1,573 shares; 2026Q2: 1,573 shares 1,573 $587K 0.16% 0 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: 3,031 shares; 2024Q4: 3,002 shares; 2025Q1: 2,679 shares; 2025Q2: 2,173 shares; 2025Q3: 2,173 shares; 2025Q4: 2,183 shares; 2026Q1: 2,234 shares; 2026Q2: 2,307 shares 2,307 $586K 0.16% +73 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: 6,022 shares; 2024Q4: 5,999 shares; 2025Q1: 5,975 shares; 2025Q2: 5,625 shares; 2025Q3: 5,601 shares; 2025Q4: 5,476 shares; 2026Q1: 5,706 shares; 2026Q2: 6,349 shares 6,349 $557K 0.15% +643 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,980 shares; 2024Q4: 3,980 shares; 2025Q1: 3,591 shares; 2025Q2: 3,424 shares; 2025Q3: 3,347 shares; 2025Q4: 3,259 shares; 2026Q1: 3,259 shares; 2026Q2: 3,128 shares 3,128 $543K 0.14% -131 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 1,011 shares; 2025Q4: 761 shares; 2026Q1: 752 shares; 2026Q2: 736 shares 736 $542K 0.14% -16 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: 2,473 shares; 2024Q4: 3,245 shares; 2025Q1: 2,816 shares; 2025Q2: 2,006 shares; 2025Q3: 2,039 shares; 2025Q4: 2,020 shares; 2026Q1: 2,001 shares; 2026Q2: 1,428 shares 1,428 $528K 0.14% -573 Timeline MRAL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,107 shares; 2025Q3: 51,529 shares; 2025Q4: 133,580 shares; 2026Q1: 174,363 shares; 2026Q2: 6,997 shares 6,997 $498K 0.13% -167,366 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,131 shares; 2025Q4: 1,313 shares; 2026Q1: 1,463 shares; 2026Q2: 1,534 shares 1,534 $470K 0.13% +71 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,025 shares; 2025Q3: 4,133 shares; 2025Q4: 4,531 shares; 2026Q1: 4,531 shares; 2026Q2: 4,647 shares 4,647 $445K 0.12% +116 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,088 shares; 2025Q1: 1,018 shares; 2025Q2: 729 shares; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 598 shares; 2026Q2: 569 shares 569 $425K 0.11% -29 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $422K 0.11% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,536 shares; 2024Q4: 3,325 shares; 2025Q1: 3,085 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 2,864 shares; 2026Q2: 2,864 shares 2,864 $420K 0.11% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,500 shares; 2024Q4: 3,420 shares; 2025Q1: 3,420 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,353 shares; 2026Q1: 3,353 shares; 2026Q2: 3,353 shares 3,353 $413K 0.11% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,835 shares; 2024Q4: 4,727 shares; 2025Q1: 5,021 shares; 2025Q2: 4,855 shares; 2025Q3: 4,855 shares; 2025Q4: 4,855 shares; 2026Q1: 4,410 shares; 2026Q2: 4,410 shares 4,410 $383K 0.1% 0 Timeline OKLO OKLO INC More: the full row for OKLO 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: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 7,950 shares; 2026Q2: 7,150 shares 7,150 $374K 0.1% -800 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: 11,100 shares; 2024Q4: 11,100 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 11,102 shares; 2025Q4: 10,762 shares; 2026Q1: 10,441 shares; 2026Q2: 6,395 shares 6,395 $364K 0.1% -4,046 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,636 shares; 2024Q4: 42,502 shares; 2025Q1: 41,932 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,500 shares 12,500 $362K 0.1% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,102 shares; 2025Q1: 1,102 shares; 2025Q2: 1,102 shares; 2025Q3: 1,072 shares; 2025Q4: 1,072 shares; 2026Q1: 972 shares; 2026Q2: 906 shares 906 $350K 0.09% -66 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 1,128 shares; 2025Q2: 1,098 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,062 shares; 2026Q2: 1,062 shares 1,062 $338K 0.09% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,059 shares; 2024Q4: 4,059 shares; 2025Q1: 4,059 shares; 2025Q2: 4,059 shares; 2025Q3: 4,059 shares; 2025Q4: 4,059 shares; 2026Q1: 4,059 shares; 2026Q2: 4,059 shares 4,059 $330K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,055 shares; 2026Q2: 1,056 shares 1,056 $317K 0.08% +1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,732 shares; 2026Q2: 5,732 shares 5,732 $306K 0.08% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $303K 0.08% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,024 shares; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 973 shares; 2025Q3: 903 shares; 2025Q4: 861 shares; 2026Q1: 896 shares; 2026Q2: 876 shares 876 $301K 0.08% -20 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 682 shares 682 $294K 0.08% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 804 shares; 2026Q1: 804 shares; 2026Q2: 804 shares 804 $287K 0.08% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,852 shares; 2024Q4: 4,852 shares; 2025Q1: 4,120 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: not reported; 2026Q1: 3,100 shares; 2026Q2: 3,100 shares 3,100 $280K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: not reported; 2026Q2: 733 shares 733 $274K 0.07% new Timeline KRYSTAL BIOTECH INC KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 665 shares 665 $247K 0.07% new HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,406 shares; 2026Q2: 1,406 shares 1,406 $247K 0.07% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,627 shares; 2024Q4: 2,627 shares; 2025Q1: 2,017 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $241K 0.06% 0 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: 6,243 shares; 2024Q4: 4,788 shares; 2025Q1: 4,788 shares; 2025Q2: not reported; 2025Q3: 3,771 shares; 2025Q4: not reported; 2026Q1: 3,115 shares; 2026Q2: 3,115 shares 3,115 $238K 0.06% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 205 shares 205 $237K 0.06% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,171 shares; 2024Q4: 3,171 shares; 2025Q1: 3,275 shares; 2025Q2: 3,224 shares; 2025Q3: 3,176 shares; 2025Q4: 3,176 shares; 2026Q1: not reported; 2026Q2: 2,800 shares 2,800 $229K 0.06% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $201K 0.05% new 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: 1,752 shares; 2024Q4: 2,208 shares; 2025Q1: 1,752 shares; 2025Q2: 1,752 shares; 2025Q3: not reported; 2025Q4: 1,752 shares; 2026Q1: 1,868 shares; 2026Q2: 1,433 shares 1,433 $196K 0.05% -435 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 15,000 shares; 2026Q2: 10,000 shares 10,000 $119K 0.03% -5,000 Timeline