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: 305,090 shares; 2024Q4: 308,405 shares; 2025Q1: 321,022 shares; 2025Q2: 318,896 shares; 2025Q3: 322,303 shares; 2025Q4: 322,570 shares; 2026Q1: 320,507 shares; 2026Q2: 326,748 shares 326,748 $121M 6.27% +6,241 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: 150,006 shares; 2024Q4: 151,541 shares; 2025Q1: 158,582 shares; 2025Q2: 157,746 shares; 2025Q3: 160,735 shares; 2025Q4: 163,424 shares; 2026Q1: 163,983 shares; 2026Q2: 163,605 shares 163,605 $81.9M 4.25% -378 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: 72,542 shares; 2024Q4: 71,491 shares; 2025Q1: 70,022 shares; 2025Q2: 67,723 shares; 2025Q3: 66,808 shares; 2025Q4: 65,390 shares; 2026Q1: 61,249 shares; 2026Q2: 59,538 shares 59,538 $69.9M 3.63% -1,711 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: 208,345 shares; 2024Q4: 203,343 shares; 2025Q1: 197,403 shares; 2025Q2: 189,272 shares; 2025Q3: 184,981 shares; 2025Q4: 174,422 shares; 2026Q1: 172,365 shares; 2026Q2: 169,801 shares 169,801 $64.1M 3.33% -2,564 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: 80,828 shares; 2024Q4: 80,626 shares; 2025Q1: 79,669 shares; 2025Q2: 79,584 shares; 2025Q3: 77,707 shares; 2025Q4: 77,430 shares; 2026Q1: 75,837 shares; 2026Q2: 76,710 shares 76,710 $56.5M 2.93% +873 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: 24,273 shares; 2024Q4: 24,931 shares; 2025Q1: 25,042 shares; 2025Q2: 25,460 shares; 2025Q3: 25,676 shares; 2025Q4: 25,761 shares; 2026Q1: 25,382 shares; 2026Q2: 25,422 shares 25,422 $50.6M 2.62% +40 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: 140,383 shares; 2024Q4: 140,033 shares; 2025Q1: 148,263 shares; 2025Q2: 142,200 shares; 2025Q3: 141,979 shares; 2025Q4: 239,605 shares; 2026Q1: 241,332 shares; 2026Q2: 242,587 shares 242,587 $48.5M 2.52% +1,255 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: 147,780 shares; 2024Q4: 148,045 shares; 2025Q1: 152,498 shares; 2025Q2: 151,349 shares; 2025Q3: 150,835 shares; 2025Q4: 151,268 shares; 2026Q1: 151,792 shares; 2026Q2: 152,914 shares 152,914 $44.2M 2.3% +1,122 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,652 shares; 2024Q4: 40,716 shares; 2025Q1: 41,943 shares; 2025Q2: 42,449 shares; 2025Q3: 42,366 shares; 2025Q4: 42,166 shares; 2026Q1: 41,290 shares; 2026Q2: 40,795 shares 40,795 $43.4M 2.25% -495 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: 19,800 shares; 2024Q4: 82,219 shares; 2025Q1: 87,505 shares; 2025Q2: 91,162 shares; 2025Q3: 91,800 shares; 2025Q4: 92,422 shares; 2026Q1: 91,644 shares; 2026Q2: 90,647 shares 90,647 $32.4M 1.68% -997 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 71 shares; 2025Q2: 44 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 39 shares; 2026Q2: 39 shares 39 $29.2M 1.51% 0 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: 259,019 shares; 2024Q4: 258,225 shares; 2025Q1: 259,332 shares; 2025Q2: 254,283 shares; 2025Q3: 253,023 shares; 2025Q4: 252,955 shares; 2026Q1: 253,183 shares; 2026Q2: 253,512 shares 253,512 $28.7M 1.49% +329 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,420 shares; 2025Q1: 8,983 shares; 2025Q2: 24,748 shares; 2025Q3: 296,311 shares; 2025Q4: 372,711 shares; 2026Q1: 298,128 shares; 2026Q2: 321,618 shares 321,618 $28.3M 1.47% +23,490 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: 180,394 shares; 2024Q4: 180,262 shares; 2025Q1: 182,623 shares; 2025Q2: 209,223 shares; 2025Q3: 208,067 shares; 2025Q4: 205,765 shares; 2026Q1: 204,237 shares; 2026Q2: 205,639 shares 205,639 $28.1M 1.46% +1,402 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: 68,887 shares; 2024Q4: 68,878 shares; 2025Q1: 71,322 shares; 2025Q2: 69,303 shares; 2025Q3: 69,204 shares; 2025Q4: 70,594 shares; 2026Q1: 72,205 shares; 2026Q2: 73,059 shares 73,059 $27.3M 1.41% +854 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,251 shares; 2024Q4: 28,302 shares; 2025Q1: 28,345 shares; 2025Q2: 28,076 shares; 2025Q3: 28,198 shares; 2025Q4: 28,007 shares; 2026Q1: 27,717 shares; 2026Q2: 27,693 shares 27,693 $27.1M 1.41% -24 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: 150,828 shares; 2024Q4: 151,335 shares; 2025Q1: 151,871 shares; 2025Q2: 148,967 shares; 2025Q3: 149,425 shares; 2025Q4: 149,106 shares; 2026Q1: 150,178 shares; 2026Q2: 152,384 shares 152,384 $26.9M 1.39% +2,206 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: 35,843 shares; 2024Q4: 35,961 shares; 2025Q1: 35,791 shares; 2025Q2: 34,906 shares; 2025Q3: 34,370 shares; 2025Q4: 34,137 shares; 2026Q1: 33,752 shares; 2026Q2: 33,912 shares 33,912 $25.3M 1.31% +160 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: 104,896 shares; 2024Q4: 104,721 shares; 2025Q1: 104,512 shares; 2025Q2: 103,883 shares; 2025Q3: 103,383 shares; 2025Q4: 103,677 shares; 2026Q1: 104,501 shares; 2026Q2: 105,219 shares 105,219 $25M 1.3% +718 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,735 shares; 2024Q4: 77,039 shares; 2025Q1: 79,734 shares; 2025Q2: 79,984 shares; 2025Q3: 80,156 shares; 2025Q4: 79,484 shares; 2026Q1: 83,198 shares; 2026Q2: 83,685 shares 83,685 $24.9M 1.29% +487 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: 65,308 shares; 2024Q4: 65,517 shares; 2025Q1: 65,833 shares; 2025Q2: 64,831 shares; 2025Q3: 63,946 shares; 2025Q4: 64,554 shares; 2026Q1: 66,471 shares; 2026Q2: 68,283 shares 68,283 $23.4M 1.22% +1,812 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: 5,493 shares; 2024Q4: 5,608 shares; 2025Q1: 5,743 shares; 2025Q2: 5,032 shares; 2025Q3: 4,986 shares; 2025Q4: 4,986 shares; 2026Q1: 90,273 shares; 2026Q2: 91,147 shares 91,147 $23.3M 1.21% +874 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: 31,262 shares; 2024Q4: 31,628 shares; 2025Q1: 31,349 shares; 2025Q2: 30,620 shares; 2025Q3: 30,633 shares; 2025Q4: 30,330 shares; 2026Q1: 30,273 shares; 2026Q2: 30,383 shares 30,383 $23M 1.19% +110 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: 20,462 shares; 2024Q4: 20,460 shares; 2025Q1: 20,489 shares; 2025Q2: 20,003 shares; 2025Q3: 20,026 shares; 2025Q4: 20,030 shares; 2026Q1: 21,878 shares; 2026Q2: 22,204 shares 22,204 $22.5M 1.16% +326 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: 58,387 shares; 2024Q4: 58,620 shares; 2025Q1: 59,964 shares; 2025Q2: 59,864 shares; 2025Q3: 59,800 shares; 2025Q4: 60,549 shares; 2026Q1: 59,451 shares; 2026Q2: 59,636 shares 59,636 $22.1M 1.15% +185 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,422 shares; 2024Q4: 89,487 shares; 2025Q1: 89,710 shares; 2025Q2: 88,543 shares; 2025Q3: 88,280 shares; 2025Q4: 87,794 shares; 2026Q1: 53,684 shares; 2026Q2: 53,690 shares 53,690 $21.9M 1.13% +6 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: 87,445 shares; 2024Q4: 87,986 shares; 2025Q1: 87,092 shares; 2025Q2: 85,617 shares; 2025Q3: 85,931 shares; 2025Q4: 87,428 shares; 2026Q1: 88,120 shares; 2026Q2: 89,061 shares 89,061 $21.2M 1.1% +941 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: 21,276 shares; 2024Q4: 21,364 shares; 2025Q1: 21,411 shares; 2025Q2: 21,023 shares; 2025Q3: 20,999 shares; 2025Q4: 21,303 shares; 2026Q1: 21,584 shares; 2026Q2: 21,774 shares 21,774 $20.4M 1.06% +190 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,285 shares; 2024Q4: 253,506 shares; 2025Q1: 256,306 shares; 2025Q2: 257,232 shares; 2025Q3: 257,115 shares; 2025Q4: 256,306 shares; 2026Q1: 254,893 shares; 2026Q2: 267,031 shares 267,031 $19.8M 1.03% +12,138 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: 15,361 shares; 2024Q4: 15,534 shares; 2025Q1: 19,110 shares; 2025Q2: 19,323 shares; 2025Q3: 19,329 shares; 2025Q4: 19,734 shares; 2026Q1: 56,500 shares; 2026Q2: 57,319 shares 57,319 $18.8M 0.97% +819 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: 296,640 shares; 2024Q4: 300,905 shares; 2025Q1: 295,580 shares; 2025Q2: 299,338 shares; 2025Q3: 295,297 shares; 2025Q4: 294,637 shares; 2026Q1: 292,992 shares; 2026Q2: 305,742 shares 305,742 $18.7M 0.97% +12,750 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: 1,449 shares; 2024Q4: 1,297 shares; 2025Q1: 1,384 shares; 2025Q2: 4,452 shares; 2025Q3: 14,494 shares; 2025Q4: 14,817 shares; 2026Q1: 15,252 shares; 2026Q2: 15,564 shares 15,564 $18.7M 0.97% +312 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: 1,397 shares; 2024Q4: 4,337 shares; 2025Q1: 4,422 shares; 2025Q2: 4,592 shares; 2025Q3: 14,063 shares; 2025Q4: 14,063 shares; 2026Q1: 14,249 shares; 2026Q2: 38,774 shares 38,774 $18.5M 0.96% +24,525 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,504 shares; 2024Q4: 51,794 shares; 2025Q1: 52,476 shares; 2025Q2: 52,127 shares; 2025Q3: 52,184 shares; 2025Q4: 53,289 shares; 2026Q1: 54,745 shares; 2026Q2: 56,773 shares 56,773 $17.9M 0.93% +2,028 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: 46,900 shares; 2024Q4: 47,069 shares; 2025Q1: 47,427 shares; 2025Q2: 47,640 shares; 2025Q3: 47,590 shares; 2025Q4: 47,395 shares; 2026Q1: 49,180 shares; 2026Q2: 50,294 shares 50,294 $17.7M 0.92% +1,114 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,424 shares; 2024Q4: 100,675 shares; 2025Q1: 100,891 shares; 2025Q2: 98,306 shares; 2025Q3: 97,947 shares; 2025Q4: 98,737 shares; 2026Q1: 100,761 shares; 2026Q2: 102,939 shares 102,939 $17.5M 0.91% +2,178 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: 55,773 shares; 2024Q4: 56,335 shares; 2025Q1: 56,864 shares; 2025Q2: 58,306 shares; 2025Q3: 58,943 shares; 2025Q4: 59,291 shares; 2026Q1: 61,657 shares; 2026Q2: 62,804 shares 62,804 $17.1M 0.89% +1,147 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,458 shares; 2024Q4: 38,468 shares; 2025Q1: 38,565 shares; 2025Q2: 38,322 shares; 2025Q3: 38,671 shares; 2025Q4: 38,035 shares; 2026Q1: 39,989 shares; 2026Q2: 40,938 shares 40,938 $17M 0.88% +949 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,716 shares; 2024Q4: 108,062 shares; 2025Q1: 109,380 shares; 2025Q2: 107,415 shares; 2025Q3: 108,702 shares; 2025Q4: 108,700 shares; 2026Q1: 109,093 shares; 2026Q2: 111,444 shares 111,444 $16.9M 0.88% +2,351 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: 116,874 shares; 2024Q4: 117,460 shares; 2025Q1: 120,145 shares; 2025Q2: 122,744 shares; 2025Q3: 123,324 shares; 2025Q4: 117,549 shares; 2026Q1: 127,946 shares; 2026Q2: 128,973 shares 128,973 $16.7M 0.87% +1,027 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,238 shares; 2024Q4: 44,453 shares; 2025Q1: 44,868 shares; 2025Q2: 44,567 shares; 2025Q3: 45,157 shares; 2025Q4: 44,422 shares; 2026Q1: 46,958 shares; 2026Q2: 48,224 shares 48,224 $16.6M 0.86% +1,266 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: 41,582 shares; 2024Q4: 41,617 shares; 2025Q1: 43,302 shares; 2025Q2: 44,739 shares; 2025Q3: 43,553 shares; 2025Q4: 45,049 shares; 2026Q1: 44,739 shares; 2026Q2: 44,982 shares 44,982 $15.9M 0.82% +243 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: 53,836 shares; 2024Q4: 53,735 shares; 2025Q1: 54,672 shares; 2025Q2: 54,458 shares; 2025Q3: 54,850 shares; 2025Q4: 55,226 shares; 2026Q1: 56,465 shares; 2026Q2: 57,577 shares 57,577 $15.6M 0.81% +1,112 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,177 shares; 2024Q4: 76,271 shares; 2025Q1: 75,171 shares; 2025Q2: 74,683 shares; 2025Q3: 62,585 shares; 2025Q4: 61,637 shares; 2026Q1: 60,454 shares; 2026Q2: 61,166 shares 61,166 $15.1M 0.78% +712 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: 24,418 shares; 2024Q4: 24,611 shares; 2025Q1: 24,677 shares; 2025Q2: 24,473 shares; 2025Q3: 24,617 shares; 2025Q4: 24,993 shares; 2026Q1: 25,814 shares; 2026Q2: 26,484 shares 26,484 $14.9M 0.77% +670 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,656 shares; 2024Q4: 184,021 shares; 2025Q1: 184,958 shares; 2025Q2: 183,826 shares; 2025Q3: 185,926 shares; 2025Q4: 182,884 shares; 2026Q1: 196,338 shares; 2026Q2: 201,193 shares 201,193 $14.8M 0.77% +4,855 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,269 shares; 2024Q4: 79,706 shares; 2025Q1: 79,039 shares; 2025Q2: 78,036 shares; 2025Q3: 78,968 shares; 2025Q4: 77,735 shares; 2026Q1: 83,148 shares; 2026Q2: 85,875 shares 85,875 $14.3M 0.74% +2,727 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,406 shares; 2024Q4: 58,363 shares; 2025Q1: 59,232 shares; 2025Q2: 58,015 shares; 2025Q3: 58,350 shares; 2025Q4: 58,874 shares; 2026Q1: 60,301 shares; 2026Q2: 61,292 shares 61,292 $13.7M 0.71% +991 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: 25,926 shares; 2024Q4: 25,926 shares; 2025Q1: 25,926 shares; 2025Q2: 25,926 shares; 2025Q3: 25,948 shares; 2025Q4: 25,466 shares; 2026Q1: 25,466 shares; 2026Q2: 152,766 shares 152,766 $13.2M 0.68% +127,300 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,966 shares; 2024Q4: 61,902 shares; 2025Q1: 64,533 shares; 2025Q2: 60,386 shares; 2025Q3: 60,683 shares; 2025Q4: 59,457 shares; 2026Q1: 63,282 shares; 2026Q2: 65,506 shares 65,506 $12.5M 0.65% +2,224 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: 2,580 shares; 2024Q4: 2,625 shares; 2025Q1: 3,018 shares; 2025Q2: 3,231 shares; 2025Q3: 3,831 shares; 2025Q4: 3,814 shares; 2026Q1: 47,712 shares; 2026Q2: 49,698 shares 49,698 $12.3M 0.64% +1,986 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 124,387 shares; 2026Q2: 127,265 shares 127,265 $12.1M 0.63% +2,878 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,236 shares; 2024Q4: 35,236 shares; 2025Q1: 34,193 shares; 2025Q2: 33,561 shares; 2025Q3: 32,946 shares; 2025Q4: 32,854 shares; 2026Q1: 32,500 shares; 2026Q2: 32,373 shares 32,373 $11.8M 0.61% -127 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,705 shares; 2024Q4: 237,705 shares; 2025Q1: 251,485 shares; 2025Q2: 254,651 shares; 2025Q3: 251,751 shares; 2025Q4: 251,751 shares; 2026Q1: 321,451 shares; 2026Q2: 321,451 shares 321,451 $11.8M 0.61% 0 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,800 shares; 2025Q4: 6,190 shares; 2026Q1: 9,760 shares; 2026Q2: 184,417 shares 184,417 $11.1M 0.58% +174,657 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,964 shares; 2024Q4: 43,623 shares; 2025Q1: 43,807 shares; 2025Q2: 43,332 shares; 2025Q3: 43,578 shares; 2025Q4: 43,315 shares; 2026Q1: 46,132 shares; 2026Q2: 47,937 shares 47,937 $11M 0.57% +1,805 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 156,822 shares; 2025Q3: 154,027 shares; 2025Q4: 153,756 shares; 2026Q1: 152,346 shares; 2026Q2: 151,254 shares 151,254 $10.4M 0.54% -1,092 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,536 shares; 2025Q1: 24,245 shares; 2025Q2: 26,448 shares; 2025Q3: 35,104 shares; 2025Q4: 35,004 shares; 2026Q1: 35,106 shares; 2026Q2: 36,848 shares 36,848 $10.1M 0.52% +1,742 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,159 shares; 2024Q4: 46,029 shares; 2025Q1: 43,508 shares; 2025Q2: 43,002 shares; 2025Q3: 39,224 shares; 2025Q4: 38,744 shares; 2026Q1: 38,524 shares; 2026Q2: 38,049 shares 38,049 $9.22M 0.48% -475 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,842 shares; 2024Q4: 19,902 shares; 2025Q1: 21,362 shares; 2025Q2: 21,986 shares; 2025Q3: 22,012 shares; 2025Q4: 13,634 shares; 2026Q1: 12,099 shares; 2026Q2: 12,216 shares 12,216 $8.8M 0.46% +117 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,211 shares 12,211 $8.01M 0.42% new 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: 32,999 shares; 2024Q4: 31,694 shares; 2025Q1: 30,762 shares; 2025Q2: 30,794 shares; 2025Q3: 30,209 shares; 2025Q4: 32,193 shares; 2026Q1: 32,555 shares; 2026Q2: 32,587 shares 32,587 $7.77M 0.4% +32 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,453 shares; 2025Q4: 15,560 shares; 2026Q1: 26,427 shares; 2026Q2: 27,065 shares 27,065 $7.66M 0.4% +638 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: 57,939 shares; 2024Q4: 56,375 shares; 2025Q1: 55,346 shares; 2025Q2: 55,519 shares; 2025Q3: 35,663 shares; 2025Q4: 35,297 shares; 2026Q1: 32,761 shares; 2026Q2: 31,931 shares 31,931 $7.56M 0.39% -830 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 86,853 shares; 2025Q3: 87,607 shares; 2025Q4: 88,291 shares; 2026Q1: 88,852 shares; 2026Q2: 89,590 shares 89,590 $7.55M 0.39% +738 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,803 shares; 2024Q4: 62,693 shares; 2025Q1: 62,693 shares; 2025Q2: 160,149 shares; 2025Q3: 161,613 shares; 2025Q4: 162,702 shares; 2026Q1: 58,111 shares; 2026Q2: 58,240 shares 58,240 $6.89M 0.36% +129 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: 2,415 shares; 2024Q4: 2,415 shares; 2025Q1: 2,775 shares; 2025Q2: 2,905 shares; 2025Q3: 9,195 shares; 2025Q4: 3,649 shares; 2026Q1: 44,784 shares; 2026Q2: 45,622 shares 45,622 $6.69M 0.35% +838 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: 49,475 shares; 2024Q4: 49,459 shares; 2025Q1: 49,763 shares; 2025Q2: 49,407 shares; 2025Q3: 49,472 shares; 2025Q4: 51,319 shares; 2026Q1: 53,060 shares; 2026Q2: 54,196 shares 54,196 $6.67M 0.35% +1,136 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,185 shares; 2026Q2: 66,843 shares 66,843 $6.43M 0.33% +1,658 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: 17,979 shares; 2024Q4: 16,860 shares; 2025Q1: 17,860 shares; 2025Q2: 17,160 shares; 2025Q3: 17,375 shares; 2025Q4: 17,675 shares; 2026Q1: 17,245 shares; 2026Q2: 16,811 shares 16,811 $6.19M 0.32% -434 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,512 shares; 2024Q4: 50,368 shares; 2025Q1: 117,994 shares; 2025Q2: 119,468 shares; 2025Q3: 119,823 shares; 2025Q4: 120,243 shares; 2026Q1: 113,034 shares; 2026Q2: 114,748 shares 114,748 $5.95M 0.31% +1,714 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,102 shares; 2024Q4: 28,851 shares; 2025Q1: 28,481 shares; 2025Q2: 28,142 shares; 2025Q3: 23,497 shares; 2025Q4: 49,999 shares; 2026Q1: 48,805 shares; 2026Q2: 49,825 shares 49,825 $5.84M 0.3% +1,020 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,264 shares; 2024Q4: 210,902 shares; 2025Q1: 214,182 shares; 2025Q2: 213,444 shares; 2025Q3: 207,175 shares; 2025Q4: 206,807 shares; 2026Q1: 209,619 shares; 2026Q2: 109,113 shares 109,113 $5.82M 0.3% -100,506 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,515 shares; 2024Q4: 62,215 shares; 2025Q1: 58,755 shares; 2025Q2: 57,506 shares; 2025Q3: 57,130 shares; 2025Q4: 57,130 shares; 2026Q1: 60,493 shares; 2026Q2: 60,013 shares 60,013 $5.8M 0.3% -480 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: 27,478 shares; 2025Q1: 28,444 shares; 2025Q2: 32,012 shares; 2025Q3: 31,609 shares; 2025Q4: 32,561 shares; 2026Q1: 32,957 shares; 2026Q2: 33,510 shares 33,510 $5.69M 0.3% +553 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,128 shares; 2026Q1: 15,402 shares; 2026Q2: 16,069 shares 16,069 $5.48M 0.28% +667 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: 10,534 shares; 2024Q4: 10,534 shares; 2025Q1: 10,534 shares; 2025Q2: 10,534 shares; 2025Q3: 10,534 shares; 2025Q4: 10,534 shares; 2026Q1: 10,534 shares; 2026Q2: 42,136 shares 42,136 $5.23M 0.27% +31,602 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: 20,450 shares; 2025Q1: 20,410 shares; 2025Q2: 11,370 shares; 2025Q3: 11,370 shares; 2025Q4: 11,373 shares; 2026Q1: 12,070 shares; 2026Q2: 12,070 shares 12,070 $5.23M 0.27% 0 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: 1,299 shares; 2024Q4: 1,428 shares; 2025Q1: 8,577 shares; 2025Q2: 10,924 shares; 2025Q3: 11,125 shares; 2025Q4: 11,411 shares; 2026Q1: 11,698 shares; 2026Q2: 11,955 shares 11,955 $5.03M 0.26% +257 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,419 shares; 2024Q4: 28,419 shares; 2025Q1: 13,419 shares; 2025Q2: 12,919 shares; 2025Q3: 12,919 shares; 2025Q4: 12,919 shares; 2026Q1: 12,919 shares; 2026Q2: 12,919 shares 12,919 $4.91M 0.25% 0 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: 16,491 shares; 2024Q4: 15,975 shares; 2025Q1: 15,401 shares; 2025Q2: 15,518 shares; 2025Q3: 15,140 shares; 2025Q4: 14,748 shares; 2026Q1: 9,327 shares; 2026Q2: 9,506 shares 9,506 $4.9M 0.25% +179 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: 28,459 shares; 2024Q4: 28,611 shares; 2025Q1: 29,245 shares; 2025Q2: 29,224 shares; 2025Q3: 29,027 shares; 2025Q4: 28,868 shares; 2026Q1: 29,025 shares; 2026Q2: 28,927 shares 28,927 $4.8M 0.25% -98 Timeline ITOT 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: 26,664 shares; 2025Q3: 26,665 shares; 2025Q4: 26,736 shares; 2026Q1: 27,228 shares; 2026Q2: 27,237 shares 27,237 $4.47M 0.23% +9 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: 11,655 shares; 2024Q4: 11,655 shares; 2025Q1: 11,585 shares; 2025Q2: 11,585 shares; 2025Q3: 11,585 shares; 2025Q4: 23,170 shares; 2026Q1: 22,612 shares; 2026Q2: 22,612 shares 22,612 $4.31M 0.22% 0 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: 7,490 shares; 2024Q4: 7,380 shares; 2025Q1: 6,930 shares; 2025Q2: 6,864 shares; 2025Q3: 6,445 shares; 2025Q4: 6,308 shares; 2026Q1: 6,093 shares; 2026Q2: 6,078 shares 6,078 $4.27M 0.22% -15 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 2,020 shares; 2026Q1: 4,966 shares; 2026Q2: 5,145 shares 5,145 $4.27M 0.22% +179 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,590 shares; 2024Q4: 19,590 shares; 2025Q1: 19,590 shares; 2025Q2: 19,590 shares; 2025Q3: 19,590 shares; 2025Q4: 19,590 shares; 2026Q1: 19,500 shares; 2026Q2: 19,500 shares 19,500 $4.25M 0.22% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,855 shares; 2025Q3: 4,043 shares; 2025Q4: 5,778 shares; 2026Q1: 5,833 shares; 2026Q2: 6,038 shares 6,038 $4.15M 0.22% +205 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: 1,138 shares; 2024Q4: 1,138 shares; 2025Q1: 1,315 shares; 2025Q2: 1,304 shares; 2025Q3: 1,314 shares; 2025Q4: 25,300 shares; 2026Q1: 52,533 shares; 2026Q2: 56,657 shares 56,657 $4.05M 0.21% +4,124 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,796 shares; 2024Q4: 5,821 shares; 2025Q1: 6,417 shares; 2025Q2: 6,614 shares; 2025Q3: 6,685 shares; 2025Q4: 7,108 shares; 2026Q1: 7,363 shares; 2026Q2: 7,767 shares 7,767 $3.99M 0.21% +404 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,330 shares; 2026Q2: 34,070 shares 34,070 $3.94M 0.2% +4,740 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 10,448 shares; 2025Q4: 10,741 shares; 2026Q1: 10,495 shares; 2026Q2: 10,581 shares 10,581 $3.86M 0.2% +86 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: 8,567 shares; 2024Q4: 8,952 shares; 2025Q1: 9,497 shares; 2025Q2: 9,037 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,519 shares; 2026Q2: 91,373 shares 91,373 $3.78M 0.2% +85,854 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: 2,370 shares; 2025Q3: not reported; 2025Q4: 1,630 shares; 2026Q1: 9,178 shares; 2026Q2: 9,461 shares 9,461 $3.73M 0.19% +283 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: 31,700 shares; 2024Q4: 31,700 shares; 2025Q1: 31,700 shares; 2025Q2: 31,700 shares; 2025Q3: 31,700 shares; 2025Q4: 31,700 shares; 2026Q1: 31,700 shares; 2026Q2: 31,700 shares 31,700 $3.72M 0.19% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,901 shares; 2026Q2: 4,063 shares 4,063 $3.41M 0.18% +162 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: 5,260 shares; 2024Q4: 5,264 shares; 2025Q1: 4,838 shares; 2025Q2: 4,822 shares; 2025Q3: 5,462 shares; 2025Q4: 4,466 shares; 2026Q1: 4,520 shares; 2026Q2: 4,523 shares 4,523 $3.39M 0.18% +3 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,546 shares; 2025Q4: 1,546 shares; 2026Q1: 1,636 shares; 2026Q2: 1,636 shares 1,636 $3.24M 0.17% 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: 9,095 shares; 2024Q4: 8,830 shares; 2025Q1: 8,695 shares; 2025Q2: 8,563 shares; 2025Q3: 8,563 shares; 2025Q4: 8,563 shares; 2026Q1: 8,619 shares; 2026Q2: 8,591 shares 8,591 $3.21M 0.17% -28 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,417 shares; 2024Q4: 100,334 shares; 2025Q1: 100,654 shares; 2025Q2: 100,537 shares; 2025Q3: 99,924 shares; 2025Q4: 98,804 shares; 2026Q1: 97,666 shares; 2026Q2: 108,991 shares 108,991 $3.16M 0.16% +11,325 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,842 shares; 2024Q4: 79,873 shares; 2025Q1: 79,906 shares; 2025Q2: 79,938 shares; 2025Q3: 79,968 shares; 2025Q4: 83,079 shares; 2026Q1: 79,999 shares; 2026Q2: 79,999 shares 79,999 $3.15M 0.16% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,517 shares; 2024Q4: 106,872 shares; 2025Q1: 104,435 shares; 2025Q2: 101,540 shares; 2025Q3: 63,816 shares; 2025Q4: 63,386 shares; 2026Q1: 57,676 shares; 2026Q2: 58,821 shares 58,821 $2.91M 0.15% +1,145 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,675 shares; 2024Q4: 73,310 shares; 2025Q1: 81,130 shares; 2025Q2: 86,845 shares; 2025Q3: 90,615 shares; 2025Q4: 91,635 shares; 2026Q1: 128,455 shares; 2026Q2: 139,435 shares 139,435 $2.91M 0.15% +10,980 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,197 shares; 2026Q2: 9,995 shares 9,995 $2.82M 0.15% +798 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: 6,177 shares; 2024Q4: 6,184 shares; 2025Q1: 6,193 shares; 2025Q2: 6,193 shares; 2025Q3: 6,454 shares; 2025Q4: 8,338 shares; 2026Q1: 8,338 shares; 2026Q2: 33,350 shares 33,350 $2.69M 0.14% +25,012 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,097 shares; 2024Q4: 5,052 shares; 2025Q1: 5,230 shares; 2025Q2: 5,552 shares; 2025Q3: 5,297 shares; 2025Q4: 5,524 shares; 2026Q1: 5,775 shares; 2026Q2: 6,516 shares 6,516 $2.59M 0.13% +741 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: 11,151 shares; 2024Q4: 11,296 shares; 2025Q1: 44,245 shares; 2025Q2: 43,370 shares; 2025Q3: 28,714 shares; 2025Q4: 27,631 shares; 2026Q1: 27,921 shares; 2026Q2: 28,851 shares 28,851 $2.51M 0.13% +930 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: not reported; 2026Q1: 9,532 shares; 2026Q2: 10,167 shares 10,167 $2.49M 0.13% +635 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,530 shares; 2024Q4: 75,945 shares; 2025Q1: 82,235 shares; 2025Q2: 82,170 shares; 2025Q3: 85,830 shares; 2025Q4: 86,810 shares; 2026Q1: 101,755 shares; 2026Q2: 112,335 shares 112,335 $2.45M 0.13% +10,580 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,960 shares; 2024Q4: 48,940 shares; 2025Q1: 54,960 shares; 2025Q2: 57,210 shares; 2025Q3: 60,010 shares; 2025Q4: 65,850 shares; 2026Q1: 87,235 shares; 2026Q2: 97,135 shares 97,135 $2.45M 0.13% +9,900 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,524 shares; 2025Q2: 5,723 shares; 2025Q3: 5,818 shares; 2025Q4: 3,831 shares; 2026Q1: 6,163 shares; 2026Q2: 6,566 shares 6,566 $2.44M 0.13% +403 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: 10,205 shares; 2024Q4: 10,467 shares; 2025Q1: 13,700 shares; 2025Q2: 13,922 shares; 2025Q3: 14,021 shares; 2025Q4: 14,071 shares; 2026Q1: 13,631 shares; 2026Q2: 14,180 shares 14,180 $2.4M 0.12% +549 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,525 shares; 2025Q2: 3,756 shares; 2025Q3: 3,815 shares; 2025Q4: 4,016 shares; 2026Q1: 4,012 shares; 2026Q2: 4,279 shares 4,279 $2.4M 0.12% +267 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,892 shares; 2024Q4: 28,132 shares; 2025Q1: 31,536 shares; 2025Q2: 32,981 shares; 2025Q3: 31,376 shares; 2025Q4: 31,838 shares; 2026Q1: 31,223 shares; 2026Q2: 31,748 shares 31,748 $2.36M 0.12% +525 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,845 shares; 2024Q4: 68,680 shares; 2025Q1: 74,570 shares; 2025Q2: 74,050 shares; 2025Q3: 74,890 shares; 2025Q4: 75,320 shares; 2026Q1: 89,205 shares; 2026Q2: 101,690 shares 101,690 $2.36M 0.12% +12,485 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,070 shares; 2024Q4: 64,465 shares; 2025Q1: 64,085 shares; 2025Q2: 66,490 shares; 2025Q3: 69,600 shares; 2025Q4: 69,780 shares; 2026Q1: 78,335 shares; 2026Q2: 89,480 shares 89,480 $2.26M 0.12% +11,145 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,853 shares; 2026Q2: 18,979 shares 18,979 $2.21M 0.11% +1,126 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: 5,996 shares; 2024Q4: 5,996 shares; 2025Q1: 5,896 shares; 2025Q2: 5,896 shares; 2025Q3: 5,896 shares; 2025Q4: 7,096 shares; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares 6,900 $2.07M 0.11% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,480 shares; 2024Q4: 41,840 shares; 2025Q1: 47,100 shares; 2025Q2: 46,715 shares; 2025Q3: 47,215 shares; 2025Q4: 48,035 shares; 2026Q1: 70,065 shares; 2026Q2: 80,505 shares 80,505 $2.07M 0.11% +10,440 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 387 shares; 2024Q4: 385 shares; 2025Q1: 403 shares; 2025Q2: 418 shares; 2025Q3: 424 shares; 2025Q4: 445 shares; 2026Q1: 431 shares; 2026Q2: 11,391 shares 11,391 $2.03M 0.11% +10,960 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: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,487 shares; 2025Q2: 2,487 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,499 shares; 2026Q2: 2,747 shares 2,747 $1.96M 0.1% +248 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,627 shares; 2025Q1: 37,700 shares; 2025Q2: 38,674 shares; 2025Q3: 38,832 shares; 2025Q4: 38,960 shares; 2026Q1: 34,665 shares; 2026Q2: 35,960 shares 35,960 $1.91M 0.1% +1,295 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: 19,558 shares; 2024Q4: 18,518 shares; 2025Q1: 22,717 shares; 2025Q2: 23,231 shares; 2025Q3: 21,083 shares; 2025Q4: 20,876 shares; 2026Q1: 20,268 shares; 2026Q2: 21,647 shares 21,647 $1.9M 0.1% +1,379 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: 13,840 shares; 2024Q4: 56,003 shares; 2025Q1: 53,213 shares; 2025Q2: 53,031 shares; 2025Q3: 49,997 shares; 2025Q4: 49,004 shares; 2026Q1: 49,250 shares; 2026Q2: 55,990 shares 55,990 $1.89M 0.1% +6,740 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,150 shares; 2025Q2: 5,980 shares; 2025Q3: 5,980 shares; 2025Q4: 5,980 shares; 2026Q1: 5,980 shares; 2026Q2: 18,563 shares 18,563 $1.89M 0.1% +12,583 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: 17,131 shares; 2024Q4: 17,308 shares; 2025Q1: 16,503 shares; 2025Q2: 15,098 shares; 2025Q3: 14,233 shares; 2025Q4: 13,990 shares; 2026Q1: 14,592 shares; 2026Q2: 14,554 shares 14,554 $1.87M 0.1% -38 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: 23,164 shares; 2024Q4: 23,183 shares; 2025Q1: 22,661 shares; 2025Q2: 21,378 shares; 2025Q3: 21,388 shares; 2025Q4: 21,408 shares; 2026Q1: 22,886 shares; 2026Q2: 22,638 shares 22,638 $1.84M 0.1% -248 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,034 shares; 2025Q4: 1,984 shares; 2026Q1: 3,257 shares; 2026Q2: 3,433 shares 3,433 $1.83M 0.1% +176 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: 13,484 shares; 2024Q4: 13,265 shares; 2025Q1: 14,768 shares; 2025Q2: 13,049 shares; 2025Q3: 11,861 shares; 2025Q4: 11,868 shares; 2026Q1: 12,571 shares; 2026Q2: 12,458 shares 12,458 $1.83M 0.09% -113 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: 796 shares; 2025Q2: 835 shares; 2025Q3: 848 shares; 2025Q4: 873 shares; 2026Q1: 949 shares; 2026Q2: 1,027 shares 1,027 $1.74M 0.09% +78 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 2,000 shares; 2025Q1: 2,200 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,269 shares; 2026Q1: 2,279 shares; 2026Q2: 2,269 shares 2,269 $1.73M 0.09% -10 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: 5,584 shares; 2024Q4: 5,587 shares; 2025Q1: 5,900 shares; 2025Q2: 6,546 shares; 2025Q3: 5,924 shares; 2025Q4: 7,086 shares; 2026Q1: 7,022 shares; 2026Q2: 7,728 shares 7,728 $1.72M 0.09% +706 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,850 shares; 2024Q4: 9,350 shares; 2025Q1: 9,975 shares; 2025Q2: 12,295 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares; 2026Q1: 10,994 shares; 2026Q2: 18,699 shares 18,699 $1.72M 0.09% +7,705 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,867 shares; 2024Q4: 59,207 shares; 2025Q1: 59,387 shares; 2025Q2: 61,317 shares; 2025Q3: 61,556 shares; 2025Q4: 60,237 shares; 2026Q1: 61,475 shares; 2026Q2: 69,830 shares 69,830 $1.69M 0.09% +8,355 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,620 shares; 2024Q4: 25,910 shares; 2025Q1: 33,840 shares; 2025Q2: 32,640 shares; 2025Q3: 32,890 shares; 2025Q4: 33,190 shares; 2026Q1: 34,405 shares; 2026Q2: 33,485 shares 33,485 $1.69M 0.09% -920 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: 4,675 shares; 2024Q4: 4,845 shares; 2025Q1: 4,955 shares; 2025Q2: 4,972 shares; 2025Q3: 5,042 shares; 2025Q4: 5,044 shares; 2026Q1: 5,042 shares; 2026Q2: 5,042 shares 5,042 $1.69M 0.09% 0 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: 3,111 shares; 2024Q4: 3,111 shares; 2025Q1: 3,111 shares; 2025Q2: 3,123 shares; 2025Q3: 3,093 shares; 2025Q4: 3,397 shares; 2026Q1: 3,227 shares; 2026Q2: 3,223 shares 3,223 $1.64M 0.09% -4 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,367 shares; 2024Q4: 54,938 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $1.63M 0.08% 0 Timeline IBDZ 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: 13,175 shares; 2025Q1: 16,225 shares; 2025Q2: 18,085 shares; 2025Q3: 20,835 shares; 2025Q4: 20,835 shares; 2026Q1: 51,410 shares; 2026Q2: 61,800 shares 61,800 $1.61M 0.08% +10,390 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,825 shares; 2024Q4: 13,823 shares; 2025Q1: 12,250 shares; 2025Q2: 12,078 shares; 2025Q3: 12,076 shares; 2025Q4: 12,074 shares; 2026Q1: 11,962 shares; 2026Q2: 11,962 shares 11,962 $1.61M 0.08% 0 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: 2,155 shares; 2024Q4: 2,355 shares; 2025Q1: 2,245 shares; 2025Q2: 2,235 shares; 2025Q3: 2,235 shares; 2025Q4: 2,195 shares; 2026Q1: 2,177 shares; 2026Q2: 2,413 shares 2,413 $1.53M 0.08% +236 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: 8,080 shares; 2024Q4: 8,195 shares; 2025Q1: 9,124 shares; 2025Q2: 9,197 shares; 2025Q3: 10,671 shares; 2025Q4: 11,351 shares; 2026Q1: 10,858 shares; 2026Q2: 11,622 shares 11,622 $1.47M 0.08% +764 Timeline FTK FLOTEK INDUSTRIES INC More: the full row for FLOTEK INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,420 shares; 2024Q4: 61,420 shares; 2025Q1: 61,420 shares; 2025Q2: 61,420 shares; 2025Q3: 61,420 shares; 2025Q4: 61,420 shares; 2026Q1: 61,420 shares; 2026Q2: 61,420 shares 61,420 $1.44M 0.07% 0 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: 6,047 shares; 2024Q4: 6,045 shares; 2025Q1: 5,845 shares; 2025Q2: 5,860 shares; 2025Q3: 5,734 shares; 2025Q4: 5,682 shares; 2026Q1: 6,268 shares; 2026Q2: 5,576 shares 5,576 $1.4M 0.07% -692 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,750 shares; 2024Q4: 66,580 shares; 2025Q1: 67,330 shares; 2025Q2: 66,170 shares; 2025Q3: 65,270 shares; 2025Q4: 65,145 shares; 2026Q1: 62,400 shares; 2026Q2: 61,110 shares 61,110 $1.37M 0.07% -1,290 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: 7,656 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,181 shares 1,181 $1.36M 0.07% new Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,417 shares; 2024Q4: 7,436 shares; 2025Q1: 7,436 shares; 2025Q2: 9,996 shares; 2025Q3: 9,996 shares; 2025Q4: 16,522 shares; 2026Q1: 16,522 shares; 2026Q2: 16,572 shares 16,572 $1.34M 0.07% +50 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: 3,285 shares; 2024Q4: 4,435 shares; 2025Q1: 4,348 shares; 2025Q2: 5,914 shares; 2025Q3: 5,904 shares; 2025Q4: 5,855 shares; 2026Q1: 6,575 shares; 2026Q2: 8,410 shares 8,410 $1.33M 0.07% +1,835 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,147 shares; 2024Q4: 5,242 shares; 2025Q1: 5,264 shares; 2025Q2: 5,690 shares; 2025Q3: 6,440 shares; 2025Q4: 5,707 shares; 2026Q1: 5,877 shares; 2026Q2: 6,231 shares 6,231 $1.33M 0.07% +354 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: 5,343 shares; 2024Q4: 5,023 shares; 2025Q1: 4,979 shares; 2025Q2: 5,319 shares; 2025Q3: 3,617 shares; 2025Q4: 3,630 shares; 2026Q1: 3,711 shares; 2026Q2: 4,123 shares 4,123 $1.31M 0.07% +412 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: 25,282 shares; 2024Q4: 25,962 shares; 2025Q1: 34,702 shares; 2025Q2: 37,031 shares; 2025Q3: 38,730 shares; 2025Q4: 39,227 shares; 2026Q1: 37,711 shares; 2026Q2: 40,614 shares 40,614 $1.3M 0.07% +2,903 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 2,907 shares; 2025Q3: 2,907 shares; 2025Q4: 2,907 shares; 2026Q1: 6,587 shares; 2026Q2: 6,940 shares 6,940 $1.26M 0.07% +353 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,268 shares; 2024Q4: 58,032 shares; 2025Q1: 59,932 shares; 2025Q2: 57,872 shares; 2025Q3: 57,672 shares; 2025Q4: 58,698 shares; 2026Q1: 59,638 shares; 2026Q2: 60,688 shares 60,688 $1.24M 0.06% +1,050 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: 15,486 shares; 2024Q4: 15,486 shares; 2025Q1: 15,486 shares; 2025Q2: 15,486 shares; 2025Q3: 15,486 shares; 2025Q4: 15,462 shares; 2026Q1: 15,456 shares; 2026Q2: 15,456 shares 15,456 $1.22M 0.06% 0 Timeline KBE 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: 32,690 shares; 2024Q4: 32,690 shares; 2025Q1: 32,690 shares; 2025Q2: 32,690 shares; 2025Q3: 32,690 shares; 2025Q4: 22,090 shares; 2026Q1: 21,750 shares; 2026Q2: 17,500 shares 17,500 $1.19M 0.06% -4,250 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,770 shares; 2025Q2: 7,957 shares; 2025Q3: 7,957 shares; 2025Q4: 8,956 shares; 2026Q1: 8,463 shares; 2026Q2: 10,103 shares 10,103 $1.19M 0.06% +1,640 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,953 shares; 2024Q4: 61,892 shares; 2025Q1: 63,792 shares; 2025Q2: 61,897 shares; 2025Q3: 61,492 shares; 2025Q4: 70,577 shares; 2026Q1: 59,987 shares; 2026Q2: 60,297 shares 60,297 $1.18M 0.06% +310 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: 3,087 shares; 2024Q4: 3,357 shares; 2025Q1: 3,892 shares; 2025Q2: 3,894 shares; 2025Q3: 3,820 shares; 2025Q4: 4,844 shares; 2026Q1: 4,673 shares; 2026Q2: 4,617 shares 4,617 $1.17M 0.06% -56 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,260 shares; 2024Q4: 52,040 shares; 2025Q1: 52,810 shares; 2025Q2: 52,060 shares; 2025Q3: 53,410 shares; 2025Q4: 54,320 shares; 2026Q1: 54,110 shares; 2026Q2: 53,585 shares 53,585 $1.17M 0.06% -525 Timeline VIGI 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: 13,868 shares; 2024Q4: 12,583 shares; 2025Q1: 12,183 shares; 2025Q2: 12,183 shares; 2025Q3: 12,183 shares; 2025Q4: 12,163 shares; 2026Q1: 12,163 shares; 2026Q2: 12,463 shares 12,463 $1.16M 0.06% +300 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,734 shares; 2025Q3: 5,734 shares; 2025Q4: 5,736 shares; 2026Q1: 5,843 shares; 2026Q2: 5,791 shares 5,791 $1.16M 0.06% -52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,424 shares; 2026Q1: 3,424 shares; 2026Q2: 3,424 shares 3,424 $1.16M 0.06% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,272 shares; 2024Q4: 18,272 shares; 2025Q1: 18,272 shares; 2025Q2: 18,272 shares; 2025Q3: 18,272 shares; 2025Q4: 27,405 shares; 2026Q1: 26,977 shares; 2026Q2: 26,977 shares 26,977 $1.15M 0.06% 0 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: 6,042 shares; 2024Q4: 6,093 shares; 2025Q1: 7,876 shares; 2025Q2: 7,876 shares; 2025Q3: 7,876 shares; 2025Q4: 7,879 shares; 2026Q1: 8,024 shares; 2026Q2: 7,984 shares 7,984 $1.14M 0.06% -40 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,680 shares; 2024Q4: 15,535 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 21,960 shares; 2025Q4: 22,120 shares; 2026Q1: 20,665 shares; 2026Q2: 22,695 shares 22,695 $1.14M 0.06% +2,030 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,761 shares; 2024Q4: 2,761 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares; 2026Q1: 2,751 shares; 2026Q2: 2,745 shares 2,745 $1.12M 0.06% -6 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,313 shares; 2024Q4: 8,233 shares; 2025Q1: 9,230 shares; 2025Q2: 8,968 shares; 2025Q3: 8,742 shares; 2025Q4: 8,667 shares; 2026Q1: 8,450 shares; 2026Q2: 8,258 shares 8,258 $1.12M 0.06% -192 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: 12,860 shares; 2024Q4: 12,933 shares; 2025Q1: 13,157 shares; 2025Q2: 13,392 shares; 2025Q3: 13,392 shares; 2025Q4: 14,502 shares; 2026Q1: 13,572 shares; 2026Q2: 13,392 shares 13,392 $1.11M 0.06% -180 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,705 shares; 2024Q4: 52,720 shares; 2025Q1: 53,120 shares; 2025Q2: 52,850 shares; 2025Q3: 52,850 shares; 2025Q4: 53,980 shares; 2026Q1: 57,575 shares; 2026Q2: 58,665 shares 58,665 $1.09M 0.06% +1,090 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 5,760 shares; 2026Q1: 5,094 shares; 2026Q2: 5,094 shares 5,094 $1.08M 0.06% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,449 shares; 2024Q4: 2,208 shares; 2025Q1: 3,549 shares; 2025Q2: 3,471 shares; 2025Q3: 3,432 shares; 2025Q4: 3,433 shares; 2026Q1: 3,842 shares; 2026Q2: 4,000 shares 4,000 $1.08M 0.06% +158 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: 15,951 shares; 2024Q4: 16,038 shares; 2025Q1: 2,139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,599 shares; 2026Q1: 1,825 shares; 2026Q2: 1,825 shares 1,825 $1.06M 0.05% 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: 3,394 shares; 2024Q4: 3,406 shares; 2025Q1: 3,413 shares; 2025Q2: 3,413 shares; 2025Q3: 3,419 shares; 2025Q4: 3,431 shares; 2026Q1: 3,431 shares; 2026Q2: 3,431 shares 3,431 $1.04M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,064 shares; 2026Q2: 8,512 shares 8,512 $1.02M 0.05% +7,448 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,866 shares; 2024Q4: 4,947 shares; 2025Q1: 5,102 shares; 2025Q2: 4,947 shares; 2025Q3: 3,891 shares; 2025Q4: 3,891 shares; 2026Q1: 3,917 shares; 2026Q2: 3,904 shares 3,904 $1.02M 0.05% -13 Timeline IBCA 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: 28,210 shares; 2026Q2: 39,000 shares 39,000 $999K 0.05% +10,790 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,754 shares; 2024Q4: 14,369 shares; 2025Q1: 13,967 shares; 2025Q2: 13,844 shares; 2025Q3: 12,183 shares; 2025Q4: 10,629 shares; 2026Q1: 9,602 shares; 2026Q2: 9,552 shares 9,552 $993K 0.05% -50 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: 2,747 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,832 shares; 2026Q2: 2,832 shares 2,832 $965K 0.05% 0 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,765 shares; 2024Q4: 49,470 shares; 2025Q1: 50,270 shares; 2025Q2: 51,670 shares; 2025Q3: 51,670 shares; 2025Q4: 51,670 shares; 2026Q1: 55,655 shares; 2026Q2: 56,805 shares 56,805 $946K 0.05% +1,150 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: 2,726 shares; 2024Q4: 5,584 shares; 2025Q1: 6,062 shares; 2025Q2: 7,107 shares; 2025Q3: 7,847 shares; 2025Q4: 7,950 shares; 2026Q1: 7,389 shares; 2026Q2: 8,134 shares 8,134 $934K 0.05% +745 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,079 shares; 2024Q4: 1,079 shares; 2025Q1: 2,879 shares; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,322 shares; 2026Q1: 2,356 shares; 2026Q2: 2,339 shares 2,339 $929K 0.05% -17 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 55,328 shares; 2025Q1: 58,931 shares; 2025Q2: 60,851 shares; 2025Q3: 60,295 shares; 2025Q4: 61,325 shares; 2026Q1: 3,038 shares; 2026Q2: 3,412 shares 3,412 $915K 0.05% +374 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: 1,981 shares; 2024Q4: 1,566 shares; 2025Q1: 4,364 shares; 2025Q2: 4,218 shares; 2025Q3: 4,218 shares; 2025Q4: 4,350 shares; 2026Q1: 4,231 shares; 2026Q2: 4,147 shares 4,147 $914K 0.05% -84 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,140 shares; 2024Q4: 37,910 shares; 2025Q1: 39,915 shares; 2025Q2: 39,880 shares; 2025Q3: 38,830 shares; 2025Q4: 39,760 shares; 2026Q1: 42,440 shares; 2026Q2: 42,570 shares 42,570 $900K 0.05% +130 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: 30,236 shares; 2024Q4: 30,429 shares; 2025Q1: 31,004 shares; 2025Q2: 31,154 shares; 2025Q3: 31,440 shares; 2025Q4: 1,879 shares; 2026Q1: 1,718 shares; 2026Q2: 1,694 shares 1,694 $879K 0.05% -24 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,447 shares; 2025Q2: 15,447 shares; 2025Q3: 15,447 shares; 2025Q4: 15,447 shares; 2026Q1: 15,447 shares; 2026Q2: 15,447 shares 15,447 $870K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 278 shares; 2026Q1: 286 shares; 2026Q2: 2,860 shares 2,860 $863K 0.04% +2,574 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: not reported; 2026Q1: 5,819 shares; 2026Q2: 6,141 shares 6,141 $857K 0.04% +322 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: 12,260 shares; 2024Q4: 86,704 shares; 2025Q1: 95,919 shares; 2025Q2: 13,172 shares; 2025Q3: 7,425 shares; 2025Q4: 8,308 shares; 2026Q1: 6,255 shares; 2026Q2: 7,268 shares 7,268 $855K 0.04% +1,013 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: 2,505 shares; 2024Q4: 2,533 shares; 2025Q1: 3,825 shares; 2025Q2: 3,815 shares; 2025Q3: 3,865 shares; 2025Q4: 3,811 shares; 2026Q1: 3,903 shares; 2026Q2: 3,825 shares 3,825 $800K 0.04% -78 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,929 shares; 2024Q4: 1,829 shares; 2025Q1: 1,700 shares; 2025Q2: 1,559 shares; 2025Q3: 1,453 shares; 2025Q4: 1,588 shares; 2026Q1: 1,903 shares; 2026Q2: 1,578 shares 1,578 $791K 0.04% -325 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: 938 shares; 2024Q4: 885 shares; 2025Q1: 1,761 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 2,607 shares; 2026Q1: 2,162 shares; 2026Q2: 2,134 shares 2,134 $773K 0.04% -28 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,838 shares; 2024Q4: 12,378 shares; 2025Q1: 11,932 shares; 2025Q2: 10,907 shares; 2025Q3: 10,629 shares; 2025Q4: 10,624 shares; 2026Q1: 8,676 shares; 2026Q2: 8,633 shares 8,633 $766K 0.04% -43 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,060 shares; 2024Q4: 26,060 shares; 2025Q1: 26,060 shares; 2025Q2: 26,060 shares; 2025Q3: 26,060 shares; 2025Q4: 26,060 shares; 2026Q1: 26,060 shares; 2026Q2: 26,060 shares 26,060 $756K 0.04% 0 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: 2,903 shares; 2024Q4: 3,043 shares; 2025Q1: 3,470 shares; 2025Q2: 4,292 shares; 2025Q3: 4,461 shares; 2025Q4: 4,555 shares; 2026Q1: 4,160 shares; 2026Q2: 4,845 shares 4,845 $756K 0.04% +685 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 66,154 shares; 2025Q2: 66,259 shares; 2025Q3: 66,528 shares; 2025Q4: 66,353 shares; 2026Q1: 65,000 shares; 2026Q2: 9,500 shares 9,500 $754K 0.04% -55,500 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: 5,757 shares; 2024Q4: 6,002 shares; 2025Q1: 6,199 shares; 2025Q2: 7,122 shares; 2025Q3: 4,564 shares; 2025Q4: 4,679 shares; 2026Q1: 4,454 shares; 2026Q2: 5,428 shares 5,428 $735K 0.04% +974 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,221 shares; 2026Q1: 3,221 shares; 2026Q2: 3,221 shares 3,221 $731K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,257 shares; 2024Q4: 6,257 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares; 2025Q3: 6,449 shares; 2025Q4: 6,449 shares; 2026Q1: 6,449 shares; 2026Q2: 6,449 shares 6,449 $711K 0.04% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,130 shares; 2026Q1: 1,477 shares; 2026Q2: 2,326 shares 2,326 $705K 0.04% +849 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: 5,222 shares; 2024Q4: 5,222 shares; 2025Q1: 5,426 shares; 2025Q2: 5,426 shares; 2025Q3: 5,096 shares; 2025Q4: 5,096 shares; 2026Q1: 5,096 shares; 2026Q2: 5,096 shares 5,096 $701K 0.04% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,730 shares; 2026Q2: 6,690 shares 6,690 $695K 0.04% +1,960 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,076 shares; 2024Q4: 13,076 shares; 2025Q1: 12,679 shares; 2025Q2: 12,679 shares; 2025Q3: 12,679 shares; 2025Q4: 12,679 shares; 2026Q1: 12,685 shares; 2026Q2: 12,685 shares 12,685 $688K 0.04% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,230 shares; 2025Q1: 22,282 shares; 2025Q2: 23,476 shares; 2025Q3: 23,641 shares; 2025Q4: 24,225 shares; 2026Q1: 5,918 shares; 2026Q2: 6,013 shares 6,013 $687K 0.04% +95 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $643K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,613 shares; 2024Q4: 1,726 shares; 2025Q1: 1,671 shares; 2025Q2: 2,007 shares; 2025Q3: 2,089 shares; 2025Q4: 2,037 shares; 2026Q1: 1,925 shares; 2026Q2: 2,305 shares 2,305 $642K 0.03% +380 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,275 shares; 2025Q3: 5,220 shares; 2025Q4: 10,185 shares; 2026Q1: 8,285 shares; 2026Q2: 8,285 shares 8,285 $639K 0.03% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,856 shares; 2025Q2: 4,650 shares; 2025Q3: 4,760 shares; 2025Q4: 4,871 shares; 2026Q1: 4,549 shares; 2026Q2: 5,401 shares 5,401 $631K 0.03% +852 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: 10,600 shares; 2024Q4: 10,600 shares; 2025Q1: 10,600 shares; 2025Q2: 10,600 shares; 2025Q3: 10,600 shares; 2025Q4: 10,600 shares; 2026Q1: 10,980 shares; 2026Q2: 10,980 shares 10,980 $587K 0.03% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,447 shares; 2026Q2: 2,423 shares 2,423 $586K 0.03% -24 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: not reported; 2024Q4: not reported; 2025Q1: 4,307 shares; 2025Q2: 6,066 shares; 2025Q3: 6,201 shares; 2025Q4: 6,385 shares; 2026Q1: 5,645 shares; 2026Q2: 7,280 shares 7,280 $585K 0.03% +1,635 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,595 shares; 2024Q4: 7,125 shares; 2025Q1: 8,172 shares; 2025Q2: 10,315 shares; 2025Q3: 10,706 shares; 2025Q4: 10,990 shares; 2026Q1: 9,980 shares; 2026Q2: 12,505 shares 12,505 $583K 0.03% +2,525 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: not reported; 2024Q4: not reported; 2025Q1: 2,381 shares; 2025Q2: 2,496 shares; 2025Q3: 1,880 shares; 2025Q4: 2,525 shares; 2026Q1: 3,086 shares; 2026Q2: 3,052 shares 3,052 $579K 0.03% -34 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,563 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,780 shares; 2026Q1: 1,632 shares; 2026Q2: 1,618 shares 1,618 $573K 0.03% -14 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,008 shares; 2025Q2: 6,180 shares; 2025Q3: 6,390 shares; 2025Q4: 6,553 shares; 2026Q1: 6,018 shares; 2026Q2: 7,433 shares 7,433 $569K 0.03% +1,415 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,160 shares; 2026Q2: 9,470 shares 9,470 $565K 0.03% +3,310 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,500 shares; 2026Q1: 8,500 shares; 2026Q2: 8,500 shares 8,500 $564K 0.03% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,101 shares; 2025Q4: 3,991 shares; 2026Q1: 1,916 shares; 2026Q2: 1,916 shares 1,916 $561K 0.03% 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: 4,497 shares; 2024Q4: 4,497 shares; 2025Q1: 6,664 shares; 2025Q2: 5,880 shares; 2025Q3: 5,656 shares; 2025Q4: 5,618 shares; 2026Q1: 5,646 shares; 2026Q2: 5,618 shares 5,618 $552K 0.03% -28 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; 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: 24,400 shares; 2026Q2: 24,400 shares 24,400 $543K 0.03% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,470 shares; 2026Q1: 7,610 shares; 2026Q2: 7,610 shares 7,610 $542K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 10,375 shares; 2025Q2: 10,375 shares; 2025Q3: 10,375 shares; 2025Q4: 10,375 shares; 2026Q1: 10,375 shares; 2026Q2: 10,375 shares 10,375 $538K 0.03% 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: 4,818 shares; 2024Q4: 4,409 shares; 2025Q1: 7,306 shares; 2025Q2: 7,151 shares; 2025Q3: 6,760 shares; 2025Q4: 7,830 shares; 2026Q1: 6,524 shares; 2026Q2: 5,798 shares 5,798 $526K 0.03% -726 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: 1,101 shares; 2024Q4: 1,101 shares; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,103 shares; 2026Q1: 1,146 shares; 2026Q2: 1,138 shares 1,138 $522K 0.03% -8 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $520K 0.03% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,234 shares; 2024Q4: 1,234 shares; 2025Q1: 1,609 shares; 2025Q2: 1,612 shares; 2025Q3: 1,574 shares; 2025Q4: 1,784 shares; 2026Q1: 1,592 shares; 2026Q2: 1,574 shares 1,574 $520K 0.03% -18 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,321 shares; 2024Q4: 6,321 shares; 2025Q1: 6,321 shares; 2025Q2: 6,321 shares; 2025Q3: 6,321 shares; 2025Q4: 6,321 shares; 2026Q1: 6,321 shares; 2026Q2: 6,321 shares 6,321 $509K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,271 shares; 2025Q2: 4,271 shares; 2025Q3: 4,271 shares; 2025Q4: 4,271 shares; 2026Q1: 4,303 shares; 2026Q2: 4,271 shares 4,271 $501K 0.03% -32 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 685 shares; 2026Q2: 685 shares 685 $495K 0.03% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,081 shares; 2026Q1: 1,081 shares; 2026Q2: 1,081 shares 1,081 $492K 0.03% 0 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: 1,295 shares; 2024Q4: 1,295 shares; 2025Q1: 1,340 shares; 2025Q2: 1,340 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,340 shares; 2026Q2: 1,340 shares 1,340 $490K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,190 shares; 2024Q4: 5,058 shares; 2025Q1: 8,390 shares; 2025Q2: 8,563 shares; 2025Q3: 8,563 shares; 2025Q4: 9,579 shares; 2026Q1: 9,891 shares; 2026Q2: 8,563 shares 8,563 $488K 0.03% -1,328 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,781 shares; 2025Q2: 2,496 shares; 2025Q3: 2,709 shares; 2025Q4: 2,609 shares; 2026Q1: 2,488 shares; 2026Q2: 3,299 shares 3,299 $479K 0.02% +811 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: 2,707 shares; 2024Q4: 2,897 shares; 2025Q1: 3,536 shares; 2025Q2: 4,744 shares; 2025Q3: 4,959 shares; 2025Q4: 5,141 shares; 2026Q1: 4,616 shares; 2026Q2: 5,906 shares 5,906 $479K 0.02% +1,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares; 2026Q2: 2,101 shares 2,101 $477K 0.02% +339 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,860 shares; 2025Q1: 13,165 shares; 2025Q2: 13,780 shares; 2025Q3: 14,880 shares; 2025Q4: 15,650 shares; 2026Q1: 17,730 shares; 2026Q2: 17,730 shares 17,730 $458K 0.02% 0 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: 5,266 shares; 2024Q4: 5,299 shares; 2025Q1: 5,332 shares; 2025Q2: 5,366 shares; 2025Q3: 5,399 shares; 2025Q4: 5,433 shares; 2026Q1: 5,433 shares; 2026Q2: 5,433 shares 5,433 $454K 0.02% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,008 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,026 shares; 2025Q3: 2,026 shares; 2025Q4: 2,026 shares; 2026Q1: 2,060 shares; 2026Q2: 2,026 shares 2,026 $451K 0.02% -34 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 709 shares; 2024Q4: 709 shares; 2025Q1: 921 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 4,605 shares; 2026Q1: 4,504 shares; 2026Q2: 4,460 shares 4,460 $443K 0.02% -44 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,174 shares; 2025Q1: 1,445 shares; 2025Q2: 1,949 shares; 2025Q3: 2,044 shares; 2025Q4: 2,082 shares; 2026Q1: 1,858 shares; 2026Q2: 2,260 shares 2,260 $406K 0.02% +402 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,507 shares; 2024Q4: not reported; 2025Q1: 1,858 shares; 2025Q2: 2,420 shares; 2025Q3: 2,441 shares; 2025Q4: 2,401 shares; 2026Q1: 2,308 shares; 2026Q2: 3,063 shares 3,063 $403K 0.02% +755 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,843 shares; 2025Q3: 2,580 shares; 2025Q4: 2,485 shares; 2026Q1: 2,760 shares; 2026Q2: 3,640 shares 3,640 $403K 0.02% +880 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: 693 shares; 2025Q1: 693 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 745 shares; 2026Q1: 745 shares; 2026Q2: 745 shares 745 $401K 0.02% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,838 shares; 2025Q3: 2,941 shares; 2025Q4: 3,045 shares; 2026Q1: 2,635 shares; 2026Q2: 3,540 shares 3,540 $400K 0.02% +905 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 26,690 shares; 2026Q2: 30,550 shares 30,550 $393K 0.02% +3,860 Timeline IBHI 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: 14,490 shares; 2026Q2: 16,215 shares 16,215 $379K 0.02% +1,725 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: 3,254 shares; 2024Q4: 3,254 shares; 2025Q1: 3,254 shares; 2025Q2: 3,254 shares; 2025Q3: 3,089 shares; 2025Q4: 2,840 shares; 2026Q1: 2,680 shares; 2026Q2: 2,550 shares 2,550 $378K 0.02% -130 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,245 shares; 2025Q1: 1,185 shares; 2025Q2: 1,070 shares; 2025Q3: 378 shares; 2025Q4: 356 shares; 2026Q1: 360 shares; 2026Q2: 356 shares 356 $371K 0.02% -4 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 272 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 272 shares; 2026Q1: 272 shares; 2026Q2: 272 shares 272 $370K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 730 shares; 2024Q4: 730 shares; 2025Q1: 747 shares; 2025Q2: 747 shares; 2025Q3: 747 shares; 2025Q4: 747 shares; 2026Q1: 763 shares; 2026Q2: 747 shares 747 $367K 0.02% -16 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,486 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,474 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $366K 0.02% 0 Timeline IBHJ 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: 12,925 shares; 2026Q2: 13,805 shares 13,805 $365K 0.02% +880 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,640 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,500 shares 1,500 $364K 0.02% +500 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: 421 shares; 2025Q2: 428 shares; 2025Q3: 373 shares; 2025Q4: 374 shares; 2026Q1: 381 shares; 2026Q2: 373 shares 373 $359K 0.02% -8 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,420 shares; 2025Q1: 20,420 shares; 2025Q2: 20,420 shares; 2025Q3: 20,420 shares; 2025Q4: 20,420 shares; 2026Q1: 20,650 shares; 2026Q2: 21,850 shares 21,850 $358K 0.02% +1,200 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: 4,704 shares; 2026Q2: 4,704 shares 4,704 $345K 0.02% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,200 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares; 2026Q2: 8,200 shares 8,200 $345K 0.02% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,130 shares 2,130 $344K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 3,328 shares; 2025Q1: 3,347 shares; 2025Q2: 3,427 shares; 2025Q3: 3,487 shares; 2025Q4: 3,687 shares; 2026Q1: 3,282 shares; 2026Q2: 3,392 shares 3,392 $336K 0.02% +110 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,281 shares; 2025Q2: 1,215 shares; 2025Q3: 1,131 shares; 2025Q4: 1,131 shares; 2026Q1: 1,147 shares; 2026Q2: 1,139 shares 1,139 $331K 0.02% -8 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,814 shares; 2025Q1: 2,814 shares; 2025Q2: not reported; 2025Q3: 1,697 shares; 2025Q4: 3,394 shares; 2026Q1: 3,394 shares; 2026Q2: 3,403 shares 3,403 $329K 0.02% +9 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,244 shares; 2024Q4: 2,244 shares; 2025Q1: 2,371 shares; 2025Q2: 2,371 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,425 shares; 2026Q2: 2,371 shares 2,371 $325K 0.02% -54 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 805 shares; 2024Q4: 655 shares; 2025Q1: 622 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 635 shares; 2026Q1: 639 shares; 2026Q2: 635 shares 635 $323K 0.02% -4 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,207 shares; 2025Q4: 3,229 shares; 2026Q1: 3,229 shares; 2026Q2: 3,229 shares 3,229 $323K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,189 shares; 2025Q4: 2,189 shares; 2026Q1: 2,371 shares; 2026Q2: 2,302 shares 2,302 $322K 0.02% -69 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: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,578 shares; 2025Q2: 2,534 shares; 2025Q3: 2,534 shares; 2025Q4: 2,534 shares; 2026Q1: 2,534 shares; 2026Q2: 2,534 shares 2,534 $320K 0.02% 0 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: 71,917 shares; 2024Q4: 6,217 shares; 2025Q1: 3,017 shares; 2025Q2: 2,872 shares; 2025Q3: 3,012 shares; 2025Q4: 2,892 shares; 2026Q1: 2,196 shares; 2026Q2: 1,782 shares 1,782 $313K 0.02% -414 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,213 shares; 2025Q4: 1,613 shares; 2026Q1: 1,759 shares; 2026Q2: 1,695 shares 1,695 $313K 0.02% -64 Timeline RFG 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: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,830 shares; 2025Q3: 4,830 shares; 2025Q4: 4,830 shares; 2026Q1: 4,830 shares; 2026Q2: 4,830 shares 4,830 $312K 0.02% 0 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 9,829 shares; 2025Q4: 9,829 shares; 2026Q1: 7,300 shares; 2026Q2: 7,300 shares 7,300 $310K 0.02% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,548 shares; 2025Q3: 1,668 shares; 2025Q4: 1,744 shares; 2026Q1: 1,525 shares; 2026Q2: 1,990 shares 1,990 $303K 0.02% +465 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,849 shares; 2026Q2: 5,870 shares 5,870 $299K 0.02% -38,979 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 2,065 shares; 2026Q2: 2,065 shares 2,065 $293K 0.02% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 2,150 shares 2,150 $293K 0.02% +550 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,117 shares; 2026Q2: 4,043 shares 4,043 $291K 0.02% -74 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 9,606 shares; 2025Q1: 9,606 shares; 2025Q2: 9,789 shares; 2025Q3: 9,789 shares; 2025Q4: 9,789 shares; 2026Q1: 9,789 shares; 2026Q2: 9,789 shares 9,789 $288K 0.01% 0 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: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $286K 0.01% 0 Timeline IBHH 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: 9,980 shares; 2026Q2: 11,700 shares 11,700 $275K 0.01% +1,720 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 475 shares 475 $274K 0.01% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,370 shares; 2024Q4: 5,160 shares; 2025Q1: 4,460 shares; 2025Q2: 4,460 shares; 2025Q3: 4,460 shares; 2025Q4: 4,460 shares; 2026Q1: 4,460 shares; 2026Q2: 4,460 shares 4,460 $272K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,484 shares; 2026Q1: 5,824 shares; 2026Q2: 5,664 shares 5,664 $269K 0.01% -160 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,503 shares; 2026Q2: 5,903 shares 5,903 $268K 0.01% +400 Timeline IBHK 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: 9,150 shares; 2026Q2: 10,340 shares 10,340 $266K 0.01% +1,190 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,337 shares; 2026Q1: 2,036 shares; 2026Q2: 2,000 shares 2,000 $265K 0.01% -36 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,930 shares; 2026Q1: 3,170 shares; 2026Q2: 3,170 shares 3,170 $261K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,977 shares; 2026Q1: 12,971 shares; 2026Q2: 12,593 shares 12,593 $261K 0.01% -378 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,729 shares; 2026Q1: 1,781 shares; 2026Q2: 1,755 shares 1,755 $256K 0.01% -26 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 1,027 shares; 2025Q1: 1,027 shares; 2025Q2: 977 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 926 shares; 2026Q2: 910 shares 910 $251K 0.01% -16 Timeline IBMR 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: 9,720 shares; 2025Q1: 9,720 shares; 2025Q2: 9,720 shares; 2025Q3: 9,720 shares; 2025Q4: 9,720 shares; 2026Q1: 9,720 shares; 2026Q2: 9,720 shares 9,720 $247K 0.01% 0 Timeline IBMS 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: 9,490 shares; 2025Q1: 9,490 shares; 2025Q2: 9,490 shares; 2025Q3: 9,490 shares; 2025Q4: 9,490 shares; 2026Q1: 9,490 shares; 2026Q2: 9,490 shares 9,490 $246K 0.01% 0 Timeline IBMQ 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: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $243K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,185 shares; 2026Q1: 1,075 shares; 2026Q2: 858 shares 858 $241K 0.01% -217 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,820 shares; 2026Q1: 5,270 shares; 2026Q2: 5,270 shares 5,270 $241K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,334 shares; 2024Q4: 1,194 shares; 2025Q1: 1,054 shares; 2025Q2: 1,054 shares; 2025Q3: 1,054 shares; 2025Q4: 1,054 shares; 2026Q1: 1,054 shares; 2026Q2: 1,054 shares 1,054 $239K 0.01% 0 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; 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: 4,540 shares; 2026Q1: 2,630 shares; 2026Q2: 2,630 shares 2,630 $235K 0.01% 0 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,570 shares; 2025Q4: not reported; 2026Q1: 5,570 shares; 2026Q2: 5,570 shares 5,570 $234K 0.01% 0 Timeline RSPH 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,650 shares; 2026Q1: 7,000 shares; 2026Q2: 7,000 shares 7,000 $232K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: 1,462 shares; 2026Q2: 1,428 shares 1,428 $231K 0.01% -34 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 2,490 shares; 2025Q3: 2,490 shares; 2025Q4: 2,490 shares; 2026Q1: 2,554 shares; 2026Q2: 2,490 shares 2,490 $229K 0.01% -64 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,080 shares; 2026Q2: 11,080 shares 11,080 $227K 0.01% 0 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,700 shares 1,700 $227K 0.01% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,376 shares; 2025Q3: 2,376 shares; 2025Q4: 2,955 shares; 2026Q1: 2,464 shares; 2026Q2: 2,376 shares 2,376 $219K 0.01% -88 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,930 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares; 2026Q2: 3,860 shares 3,860 $217K 0.01% +1,930 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,380 shares; 2026Q1: not reported; 2026Q2: 2,130 shares 2,130 $210K 0.01% 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,480 shares 2,480 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,350 shares; 2026Q2: 1,350 shares 1,350 $203K 0.01% 0 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: 10,188 shares; 2024Q4: 10,188 shares; 2025Q1: 10,188 shares; 2025Q2: 10,188 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,488 shares 14,488 $201K 0.01% new Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 416 shares 416 $201K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 904 shares; 2025Q4: 904 shares; 2026Q1: not reported; 2026Q2: 504 shares 504 $200K 0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,300 shares; 2024Q4: 25,300 shares; 2025Q1: 25,300 shares; 2025Q2: 25,300 shares; 2025Q3: 25,300 shares; 2025Q4: 24,300 shares; 2026Q1: 24,300 shares; 2026Q2: 24,300 shares 24,300 $176K 0.01% 0 Timeline CRGY CRESCENT ENERGY COMPANY More: the full row for CRESCENT ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,255 shares; 2026Q1: 15,255 shares; 2026Q2: 15,255 shares 15,255 $150K 0.01% 0 Timeline