DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 148,820 shares; 2025Q1: 545,775 shares; 2025Q2: 790,059 shares; 2025Q3: 1,096,628 shares; 2025Q4: 1,144,153 shares; 2026Q1: 1,235,065 shares; 2026Q2: 1,291,800 shares 1,291,800 $37.5M 5.51% +56,735 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: 144,834 shares; 2024Q4: 136,394 shares; 2025Q1: 123,456 shares; 2025Q2: 122,925 shares; 2025Q3: 115,843 shares; 2025Q4: 113,219 shares; 2026Q1: 108,746 shares; 2026Q2: 106,300 shares 106,300 $33.3M 4.9% -2,446 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: 98,910 shares; 2024Q4: 97,831 shares; 2025Q1: 92,867 shares; 2025Q2: 91,075 shares; 2025Q3: 84,892 shares; 2025Q4: 80,769 shares; 2026Q1: 77,434 shares; 2026Q2: 75,186 shares 75,186 $26.6M 3.92% -2,248 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: 58,379 shares; 2024Q4: 57,192 shares; 2025Q1: 52,906 shares; 2025Q2: 52,150 shares; 2025Q3: 48,579 shares; 2025Q4: 47,955 shares; 2026Q1: 47,386 shares; 2026Q2: 47,740 shares 47,740 $23.9M 3.51% +354 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: 86,660 shares; 2024Q4: 92,550 shares; 2025Q1: 97,078 shares; 2025Q2: 94,976 shares; 2025Q3: 95,593 shares; 2025Q4: 93,031 shares; 2026Q1: 91,930 shares; 2026Q2: 93,183 shares 93,183 $20.9M 3.07% +1,253 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: 71,838 shares; 2024Q4: 71,287 shares; 2025Q1: 68,936 shares; 2025Q2: 69,833 shares; 2025Q3: 67,762 shares; 2025Q4: 67,546 shares; 2026Q1: 68,040 shares; 2026Q2: 68,294 shares 68,294 $18.7M 2.76% +254 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: 46,797 shares; 2024Q4: 47,362 shares; 2025Q1: 44,362 shares; 2025Q2: 43,880 shares; 2025Q3: 42,024 shares; 2025Q4: 41,734 shares; 2026Q1: 40,115 shares; 2026Q2: 39,916 shares 39,916 $14.3M 2.1% -199 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: 23,917 shares; 2024Q4: 24,437 shares; 2025Q1: 29,001 shares; 2025Q2: 32,405 shares; 2025Q3: 34,452 shares; 2025Q4: 34,684 shares; 2026Q1: 34,387 shares; 2026Q2: 33,860 shares 33,860 $14.2M 2.09% -527 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: 6,309 shares; 2024Q4: 7,403 shares; 2025Q1: 15,249 shares; 2025Q2: 20,904 shares; 2025Q3: 25,882 shares; 2025Q4: 25,697 shares; 2026Q1: 24,720 shares; 2026Q2: 23,115 shares 23,115 $12.5M 1.83% -1,605 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: 46,218 shares; 2024Q4: 45,517 shares; 2025Q1: 43,244 shares; 2025Q2: 45,124 shares; 2025Q3: 45,008 shares; 2025Q4: 44,447 shares; 2026Q1: 43,552 shares; 2026Q2: 43,610 shares 43,610 $11.3M 1.66% +58 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: 4,976 shares; 2024Q4: 4,673 shares; 2025Q1: 6,076 shares; 2025Q2: 7,192 shares; 2025Q3: 8,354 shares; 2025Q4: 8,724 shares; 2026Q1: 8,954 shares; 2026Q2: 8,963 shares 8,963 $10.6M 1.56% +9 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: 5,272 shares; 2024Q4: 6,404 shares; 2025Q1: 8,954 shares; 2025Q2: 10,481 shares; 2025Q3: 12,321 shares; 2025Q4: 12,702 shares; 2026Q1: 12,396 shares; 2026Q2: 12,290 shares 12,290 $10.4M 1.52% -106 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: 11,163 shares; 2024Q4: 11,646 shares; 2025Q1: 13,991 shares; 2025Q2: 15,186 shares; 2025Q3: 16,106 shares; 2025Q4: 15,825 shares; 2026Q1: 16,855 shares; 2026Q2: 17,205 shares 17,205 $10.2M 1.5% +350 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: 5,743 shares; 2024Q4: 6,564 shares; 2025Q1: 8,556 shares; 2025Q2: 9,090 shares; 2025Q3: 9,410 shares; 2025Q4: 9,530 shares; 2026Q1: 9,559 shares; 2026Q2: 9,585 shares 9,585 $9.96M 1.47% +26 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: 29,113 shares; 2024Q4: 30,760 shares; 2025Q1: 37,845 shares; 2025Q2: 40,006 shares; 2025Q3: 43,613 shares; 2025Q4: 43,460 shares; 2026Q1: 44,661 shares; 2026Q2: 45,197 shares 45,197 $9.78M 1.44% +536 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: 58,259 shares; 2024Q4: 59,641 shares; 2025Q1: 59,302 shares; 2025Q2: 59,852 shares; 2025Q3: 60,955 shares; 2025Q4: 61,345 shares; 2026Q1: 60,265 shares; 2026Q2: 59,068 shares 59,068 $9.04M 1.33% -1,197 Timeline JUCY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 68,977 shares; 2025Q1: 168,914 shares; 2025Q2: 256,250 shares; 2025Q3: 360,506 shares; 2025Q4: 355,761 shares; 2026Q1: 379,279 shares; 2026Q2: 400,195 shares 400,195 $8.82M 1.3% +20,916 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,130 shares; 2025Q2: 6,258 shares; 2025Q3: 8,699 shares; 2025Q4: 9,267 shares; 2026Q1: 10,236 shares; 2026Q2: 40,985 shares 40,985 $8.79M 1.29% +30,749 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: 78,947 shares; 2024Q4: 80,253 shares; 2025Q1: 74,747 shares; 2025Q2: 76,726 shares; 2025Q3: 78,258 shares; 2025Q4: 80,047 shares; 2026Q1: 77,886 shares; 2026Q2: 78,144 shares 78,144 $8.74M 1.29% +258 Timeline SCHD 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: 432,339 shares; 2024Q4: 430,634 shares; 2025Q1: 346,363 shares; 2025Q2: 322,743 shares; 2025Q3: 277,708 shares; 2025Q4: 262,910 shares; 2026Q1: 254,714 shares; 2026Q2: 245,554 shares 245,554 $8.32M 1.22% -9,160 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 726 shares; 2025Q1: 6,232 shares; 2025Q2: 8,920 shares; 2025Q3: 11,712 shares; 2025Q4: 12,298 shares; 2026Q1: 12,378 shares; 2026Q2: 12,156 shares 12,156 $8.17M 1.2% -222 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,112 shares; 2024Q4: 21,770 shares; 2025Q1: 26,478 shares; 2025Q2: 28,827 shares; 2025Q3: 31,613 shares; 2025Q4: 31,906 shares; 2026Q1: 32,058 shares; 2026Q2: 32,276 shares 32,276 $8.15M 1.2% +218 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: 24,357 shares; 2024Q4: 27,208 shares; 2025Q1: 30,224 shares; 2025Q2: 33,719 shares; 2025Q3: 36,870 shares; 2025Q4: 38,496 shares; 2026Q1: 38,469 shares; 2026Q2: 38,451 shares 38,451 $7.84M 1.15% -18 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,449 shares; 2024Q4: 5,196 shares; 2025Q1: 8,098 shares; 2025Q2: 9,968 shares; 2025Q3: 11,102 shares; 2025Q4: 11,765 shares; 2026Q1: 11,811 shares; 2026Q2: 11,861 shares 11,861 $7.64M 1.12% +50 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: 110,325 shares; 2024Q4: 111,640 shares; 2025Q1: 88,263 shares; 2025Q2: 78,114 shares; 2025Q3: 64,067 shares; 2025Q4: 61,652 shares; 2026Q1: 59,337 shares; 2026Q2: 58,705 shares 58,705 $7.13M 1.05% -632 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,600 shares; 2025Q1: 73,215 shares; 2025Q2: 106,686 shares; 2025Q3: 147,027 shares; 2025Q4: 152,480 shares; 2026Q1: 163,114 shares; 2026Q2: 171,841 shares 171,841 $7.11M 1.05% +8,727 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: 6,371 shares; 2024Q4: 6,576 shares; 2025Q1: 11,827 shares; 2025Q2: 14,404 shares; 2025Q3: 14,454 shares; 2025Q4: 14,977 shares; 2026Q1: 15,402 shares; 2026Q2: 15,529 shares 15,529 $6.64M 0.98% +127 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: 7,142 shares; 2024Q4: 8,487 shares; 2025Q1: 14,013 shares; 2025Q2: 16,547 shares; 2025Q3: 19,409 shares; 2025Q4: 21,309 shares; 2026Q1: 21,997 shares; 2026Q2: 22,455 shares 22,455 $6.58M 0.97% +458 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: 24,741 shares; 2024Q4: 24,903 shares; 2025Q1: 22,024 shares; 2025Q2: 20,646 shares; 2025Q3: 19,167 shares; 2025Q4: 18,907 shares; 2026Q1: 18,594 shares; 2026Q2: 18,397 shares 18,397 $6.5M 0.96% -197 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: 33,186 shares; 2025Q1: 29,171 shares; 2025Q2: 27,481 shares; 2025Q3: 24,463 shares; 2025Q4: 21,723 shares; 2026Q1: 21,513 shares; 2026Q2: 20,492 shares 20,492 $6.38M 0.94% -1,021 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 158,732 shares; 2024Q4: 153,792 shares; 2025Q1: 114,565 shares; 2025Q2: 93,023 shares; 2025Q3: 78,906 shares; 2025Q4: 82,230 shares; 2026Q1: 79,151 shares; 2026Q2: 76,053 shares 76,053 $6.23M 0.92% -3,098 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: 14,033 shares; 2024Q4: 14,947 shares; 2025Q1: 13,783 shares; 2025Q2: 14,512 shares; 2025Q3: 15,678 shares; 2025Q4: 15,769 shares; 2026Q1: 16,208 shares; 2026Q2: 16,651 shares 16,651 $6.04M 0.89% +443 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: 15,078 shares; 2024Q4: 22,883 shares; 2025Q1: 29,288 shares; 2025Q2: 34,582 shares; 2025Q3: 40,856 shares; 2025Q4: 45,393 shares; 2026Q1: 47,049 shares; 2026Q2: 48,130 shares 48,130 $6.01M 0.88% +1,081 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,356 shares; 2024Q4: 119,457 shares; 2025Q1: 191,398 shares; 2025Q2: 223,724 shares; 2025Q3: 263,938 shares; 2025Q4: 284,709 shares; 2026Q1: 291,080 shares; 2026Q2: 297,278 shares 297,278 $5.99M 0.88% +6,198 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: 29,973 shares; 2024Q4: 27,220 shares; 2025Q1: 24,687 shares; 2025Q2: 24,687 shares; 2025Q3: 20,012 shares; 2025Q4: 19,706 shares; 2026Q1: 33,782 shares; 2026Q2: 33,630 shares 33,630 $5.78M 0.85% -152 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: 4,456 shares; 2024Q4: 5,177 shares; 2025Q1: 6,815 shares; 2025Q2: 7,763 shares; 2025Q3: 8,875 shares; 2025Q4: 8,600 shares; 2026Q1: 9,054 shares; 2026Q2: 9,316 shares 9,316 $5.78M 0.85% +262 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: 18,398 shares; 2024Q4: 20,388 shares; 2025Q1: 24,658 shares; 2025Q2: 28,345 shares; 2025Q3: 30,212 shares; 2025Q4: 29,866 shares; 2026Q1: 29,912 shares; 2026Q2: 30,620 shares 30,620 $5.76M 0.85% +708 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,926 shares; 2024Q4: 32,805 shares; 2025Q1: 49,319 shares; 2025Q2: 55,907 shares; 2025Q3: 61,193 shares; 2025Q4: 65,569 shares; 2026Q1: 66,670 shares; 2026Q2: 68,419 shares 68,419 $5.74M 0.84% +1,749 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: 30,989 shares; 2024Q4: 31,726 shares; 2025Q1: 32,536 shares; 2025Q2: 34,664 shares; 2025Q3: 36,730 shares; 2025Q4: 34,415 shares; 2026Q1: 38,592 shares; 2026Q2: 39,271 shares 39,271 $5.73M 0.84% +679 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,234 shares; 2024Q4: 266,974 shares; 2025Q1: 220,748 shares; 2025Q2: 280,368 shares; 2025Q3: 295,460 shares; 2025Q4: 290,515 shares; 2026Q1: 277,815 shares; 2026Q2: 227,262 shares 227,262 $5.7M 0.84% -50,553 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: 967 shares; 2024Q4: 1,181 shares; 2025Q1: 4,461 shares; 2025Q2: 6,621 shares; 2025Q3: 9,082 shares; 2025Q4: 8,197 shares; 2026Q1: 10,269 shares; 2026Q2: 10,780 shares 10,780 $5.28M 0.78% +511 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,655 shares; 2024Q4: 33,771 shares; 2025Q1: 50,094 shares; 2025Q2: 63,406 shares; 2025Q3: 79,507 shares; 2025Q4: 75,143 shares; 2026Q1: 85,331 shares; 2026Q2: 93,147 shares 93,147 $5.27M 0.77% +7,816 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,443 shares; 2024Q4: 48,148 shares; 2025Q1: 61,599 shares; 2025Q2: 68,967 shares; 2025Q3: 76,629 shares; 2025Q4: 74,729 shares; 2026Q1: 74,412 shares; 2026Q2: 75,240 shares 75,240 $5.24M 0.77% +828 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: 595 shares; 2024Q4: 1,492 shares; 2025Q1: 2,786 shares; 2025Q2: 3,403 shares; 2025Q3: 4,145 shares; 2025Q4: 4,364 shares; 2026Q1: 5,125 shares; 2026Q2: 5,365 shares 5,365 $5.08M 0.75% +240 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: 1,671 shares; 2025Q1: 2,678 shares; 2025Q2: 3,192 shares; 2025Q3: 3,745 shares; 2025Q4: 3,897 shares; 2026Q1: 4,112 shares; 2026Q2: 4,326 shares 4,326 $4.92M 0.72% +214 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,578 shares; 2024Q4: 8,211 shares; 2025Q1: 24,449 shares; 2025Q2: 35,514 shares; 2025Q3: 49,603 shares; 2025Q4: 53,471 shares; 2026Q1: 55,203 shares; 2026Q2: 56,976 shares 56,976 $4.82M 0.71% +1,773 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,902 shares; 2025Q2: 38,643 shares; 2025Q3: 48,645 shares; 2025Q4: 54,747 shares; 2026Q1: 54,151 shares; 2026Q2: 60,110 shares 60,110 $4.78M 0.7% +5,959 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: 11,133 shares; 2024Q4: 12,785 shares; 2025Q1: 17,569 shares; 2025Q2: 21,046 shares; 2025Q3: 24,581 shares; 2025Q4: 25,141 shares; 2026Q1: 26,435 shares; 2026Q2: 27,092 shares 27,092 $4.55M 0.67% +657 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: 4,209 shares; 2024Q4: 4,888 shares; 2025Q1: 9,510 shares; 2025Q2: 12,797 shares; 2025Q3: 16,827 shares; 2025Q4: 17,897 shares; 2026Q1: 18,796 shares; 2026Q2: 19,517 shares 19,517 $4.36M 0.64% +721 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: 9,525 shares; 2024Q4: 10,641 shares; 2025Q1: 10,146 shares; 2025Q2: 10,566 shares; 2025Q3: 10,880 shares; 2025Q4: 10,645 shares; 2026Q1: 11,313 shares; 2026Q2: 11,525 shares 11,525 $4.26M 0.63% +212 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: not reported; 2024Q4: not reported; 2025Q1: 5,268 shares; 2025Q2: 7,866 shares; 2025Q3: 10,631 shares; 2025Q4: 11,143 shares; 2026Q1: 11,588 shares; 2026Q2: 11,989 shares 11,989 $4.24M 0.62% +401 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: 32,413 shares; 2024Q4: 31,773 shares; 2025Q1: 25,228 shares; 2025Q2: 22,312 shares; 2025Q3: 19,228 shares; 2025Q4: 19,078 shares; 2026Q1: 18,734 shares; 2026Q2: 18,686 shares 18,686 $4.17M 0.61% -48 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,698 shares; 2026Q2: 4,919 shares 4,919 $4.1M 0.6% +221 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: 951 shares; 2024Q4: 1,910 shares; 2025Q1: 3,584 shares; 2025Q2: 4,955 shares; 2025Q3: 6,034 shares; 2025Q4: 6,117 shares; 2026Q1: 6,481 shares; 2026Q2: 6,555 shares 6,555 $3.89M 0.57% +74 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 438 shares; 2025Q1: 3,223 shares; 2025Q2: 5,433 shares; 2025Q3: 7,944 shares; 2025Q4: 9,067 shares; 2026Q1: 9,417 shares; 2026Q2: 10,161 shares 10,161 $3.85M 0.57% +744 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 393 shares; 2025Q2: 673 shares; 2025Q3: 955 shares; 2025Q4: 813 shares; 2026Q1: 1,104 shares; 2026Q2: 1,187 shares 1,187 $3.71M 0.55% +83 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: 20,892 shares; 2024Q4: 20,474 shares; 2025Q1: 18,883 shares; 2025Q2: 17,691 shares; 2025Q3: 15,487 shares; 2025Q4: 15,412 shares; 2026Q1: 15,172 shares; 2026Q2: 15,049 shares 15,049 $3.7M 0.54% -123 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: 139,060 shares; 2024Q4: 133,696 shares; 2025Q1: 97,968 shares; 2025Q2: 79,912 shares; 2025Q3: 66,004 shares; 2025Q4: 63,914 shares; 2026Q1: 59,683 shares; 2026Q2: 57,568 shares 57,568 $3.64M 0.53% -2,115 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: 52,162 shares; 2024Q4: 51,369 shares; 2025Q1: 46,149 shares; 2025Q2: 43,701 shares; 2025Q3: 40,269 shares; 2025Q4: 39,657 shares; 2026Q1: 26,136 shares; 2026Q2: 24,722 shares 24,722 $3.63M 0.53% -1,414 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,306 shares; 2024Q4: 87,013 shares; 2025Q1: 58,016 shares; 2025Q2: 42,994 shares; 2025Q3: 33,904 shares; 2025Q4: 33,515 shares; 2026Q1: 33,924 shares; 2026Q2: 31,940 shares 31,940 $3.4M 0.5% -1,984 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: 1,096 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 987 shares; 2026Q1: 12,535 shares; 2026Q2: 13,049 shares 13,049 $3.34M 0.49% +514 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,494 shares; 2024Q4: 147,970 shares; 2025Q1: 100,028 shares; 2025Q2: 84,349 shares; 2025Q3: 69,396 shares; 2025Q4: 66,724 shares; 2026Q1: 65,421 shares; 2026Q2: 63,333 shares 63,333 $3.3M 0.49% -2,088 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: 6,843 shares; 2024Q4: 6,853 shares; 2025Q1: 6,595 shares; 2025Q2: 6,549 shares; 2025Q3: 6,327 shares; 2025Q4: 6,260 shares; 2026Q1: 6,250 shares; 2026Q2: 6,313 shares 6,313 $3.29M 0.48% +63 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,141 shares; 2024Q4: 36,440 shares; 2025Q1: 28,896 shares; 2025Q2: 23,859 shares; 2025Q3: 19,901 shares; 2025Q4: 18,657 shares; 2026Q1: 17,970 shares; 2026Q2: 17,875 shares 17,875 $3.26M 0.48% -95 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: 60,459 shares; 2024Q4: 56,528 shares; 2025Q1: 44,884 shares; 2025Q2: 37,431 shares; 2025Q3: 29,835 shares; 2025Q4: 27,265 shares; 2026Q1: 26,903 shares; 2026Q2: 25,263 shares 25,263 $3.25M 0.48% -1,640 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: 48,215 shares; 2024Q4: 46,117 shares; 2025Q1: 38,513 shares; 2025Q2: 33,022 shares; 2025Q3: 28,167 shares; 2025Q4: 24,311 shares; 2026Q1: 23,532 shares; 2026Q2: 23,167 shares 23,167 $3.22M 0.47% -365 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,534 shares; 2024Q4: 1,587 shares; 2025Q1: 5,826 shares; 2025Q2: 8,780 shares; 2025Q3: 11,749 shares; 2025Q4: 10,311 shares; 2026Q1: 13,757 shares; 2026Q2: 14,838 shares 14,838 $3.2M 0.47% +1,081 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,935 shares; 2025Q2: 9,279 shares; 2025Q3: 13,087 shares; 2025Q4: 11,513 shares; 2026Q1: 13,948 shares; 2026Q2: 14,936 shares 14,936 $3.19M 0.47% +988 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: 18,526 shares; 2024Q4: 17,796 shares; 2025Q1: 13,453 shares; 2025Q2: 11,148 shares; 2025Q3: 8,459 shares; 2025Q4: 8,202 shares; 2026Q1: 7,577 shares; 2026Q2: 7,381 shares 7,381 $3.03M 0.45% -196 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,584 shares; 2025Q2: 49,013 shares; 2025Q3: 76,058 shares; 2025Q4: 58,721 shares; 2026Q1: 89,565 shares; 2026Q2: 101,236 shares 101,236 $3M 0.44% +11,671 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,350 shares; 2024Q4: 37,675 shares; 2025Q1: 33,282 shares; 2025Q2: 30,973 shares; 2025Q3: 31,616 shares; 2025Q4: 34,500 shares; 2026Q1: 32,074 shares; 2026Q2: 27,983 shares 27,983 $2.96M 0.44% -4,091 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,462 shares; 2024Q4: 65,719 shares; 2025Q1: 57,917 shares; 2025Q2: 53,777 shares; 2025Q3: 47,153 shares; 2025Q4: 42,052 shares; 2026Q1: 38,748 shares; 2026Q2: 38,485 shares 38,485 $2.89M 0.42% -263 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: 11,859 shares; 2024Q4: 11,859 shares; 2025Q1: 11,475 shares; 2025Q2: 11,157 shares; 2025Q3: 10,635 shares; 2025Q4: 10,395 shares; 2026Q1: 10,063 shares; 2026Q2: 10,016 shares 10,016 $2.87M 0.42% -47 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,779 shares; 2025Q2: 8,233 shares; 2025Q3: 11,412 shares; 2025Q4: 9,752 shares; 2026Q1: 14,134 shares; 2026Q2: 15,576 shares 15,576 $2.76M 0.41% +1,442 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: 17,561 shares; 2024Q4: 18,881 shares; 2025Q1: 15,896 shares; 2025Q2: 14,610 shares; 2025Q3: 12,508 shares; 2025Q4: 11,957 shares; 2026Q1: 11,714 shares; 2026Q2: 11,347 shares 11,347 $2.69M 0.4% -367 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: 1,353 shares; 2024Q4: 1,496 shares; 2025Q1: 1,356 shares; 2025Q2: 1,390 shares; 2025Q3: 1,214 shares; 2025Q4: 1,264 shares; 2026Q1: 7,272 shares; 2026Q2: 7,937 shares 7,937 $2.69M 0.4% +665 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,443 shares; 2025Q2: 3,810 shares; 2025Q3: 5,324 shares; 2025Q4: 5,535 shares; 2026Q1: 5,903 shares; 2026Q2: 6,322 shares 6,322 $2.58M 0.38% +419 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,680 shares; 2024Q4: 65,697 shares; 2025Q1: 48,059 shares; 2025Q2: 40,599 shares; 2025Q3: 28,984 shares; 2025Q4: 34,548 shares; 2026Q1: 36,873 shares; 2026Q2: 30,798 shares 30,798 $2.45M 0.36% -6,075 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,830 shares 9,830 $2.42M 0.36% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,360 shares; 2026Q1: 10,971 shares; 2026Q2: 10,908 shares 10,908 $2.4M 0.35% -63 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,103 shares; 2024Q4: 16,452 shares; 2025Q1: 14,004 shares; 2025Q2: 12,395 shares; 2025Q3: 10,545 shares; 2025Q4: 8,308 shares; 2026Q1: 7,917 shares; 2026Q2: 7,809 shares 7,809 $2.37M 0.35% -108 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: 5,631 shares; 2024Q4: 6,158 shares; 2025Q1: 5,657 shares; 2025Q2: 6,214 shares; 2025Q3: 5,833 shares; 2025Q4: 5,825 shares; 2026Q1: 5,368 shares; 2026Q2: 4,750 shares 4,750 $2.3M 0.34% -618 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: 34,462 shares; 2024Q4: 33,029 shares; 2025Q1: 27,469 shares; 2025Q2: 23,711 shares; 2025Q3: 17,715 shares; 2025Q4: 17,075 shares; 2026Q1: 16,112 shares; 2026Q2: 15,064 shares 15,064 $2.24M 0.33% -1,048 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,377 shares; 2024Q4: 11,874 shares; 2025Q1: 9,060 shares; 2025Q2: 7,713 shares; 2025Q3: 6,762 shares; 2025Q4: 6,762 shares; 2026Q1: 6,661 shares; 2026Q2: 6,686 shares 6,686 $2.24M 0.33% +25 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,985 shares; 2024Q4: 1,922 shares; 2025Q1: 1,735 shares; 2025Q2: 1,640 shares; 2025Q3: 1,314 shares; 2025Q4: 1,227 shares; 2026Q1: 1,212 shares; 2026Q2: 1,220 shares 1,220 $2.12M 0.31% +8 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,670 shares; 2025Q2: 10,540 shares; 2025Q3: 13,273 shares; 2025Q4: 15,060 shares; 2026Q1: 15,144 shares; 2026Q2: 16,971 shares 16,971 $2.09M 0.31% +1,827 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: 6,215 shares; 2024Q4: 7,019 shares; 2025Q1: 5,171 shares; 2025Q2: 4,235 shares; 2025Q3: 3,383 shares; 2025Q4: 3,388 shares; 2026Q1: 3,378 shares; 2026Q2: 3,332 shares 3,332 $1.96M 0.29% -46 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: 9,563 shares; 2024Q4: 9,094 shares; 2025Q1: 7,207 shares; 2025Q2: 6,172 shares; 2025Q3: 5,286 shares; 2025Q4: 4,967 shares; 2026Q1: 4,743 shares; 2026Q2: 4,733 shares 4,733 $1.86M 0.27% -10 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: 34,014 shares; 2024Q4: 34,453 shares; 2025Q1: 27,434 shares; 2025Q2: 24,293 shares; 2025Q3: 19,930 shares; 2025Q4: 19,322 shares; 2026Q1: 17,210 shares; 2026Q2: 17,149 shares 17,149 $1.85M 0.27% -61 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: 44,408 shares; 2024Q4: 42,040 shares; 2025Q1: 33,719 shares; 2025Q2: 30,507 shares; 2025Q3: 25,453 shares; 2025Q4: 25,332 shares; 2026Q1: 23,646 shares; 2026Q2: 22,522 shares 22,522 $1.75M 0.26% -1,124 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: 7,882 shares; 2024Q4: 7,827 shares; 2025Q1: 5,843 shares; 2025Q2: 5,413 shares; 2025Q3: 4,928 shares; 2025Q4: 4,628 shares; 2026Q1: 4,310 shares; 2026Q2: 4,237 shares 4,237 $1.69M 0.25% -73 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,698 shares 9,698 $1.63M 0.24% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,894 shares; 2024Q4: 33,786 shares; 2025Q1: 26,199 shares; 2025Q2: 21,155 shares; 2025Q3: 16,621 shares; 2025Q4: 17,630 shares; 2026Q1: 17,400 shares; 2026Q2: 16,444 shares 16,444 $1.53M 0.23% -956 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,619 shares; 2024Q4: 9,619 shares; 2025Q1: 8,482 shares; 2025Q2: 8,209 shares; 2025Q3: 7,828 shares; 2025Q4: 7,658 shares; 2026Q1: 7,293 shares; 2026Q2: 7,242 shares 7,242 $1.49M 0.22% -51 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,244 shares; 2024Q4: 3,237 shares; 2025Q1: 8,886 shares; 2025Q2: 12,294 shares; 2025Q3: 16,394 shares; 2025Q4: 13,396 shares; 2026Q1: 18,412 shares; 2026Q2: 20,180 shares 20,180 $1.47M 0.22% +1,768 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,719 shares; 2024Q4: 3,719 shares; 2025Q1: 3,719 shares; 2025Q2: 3,719 shares; 2025Q3: 3,719 shares; 2025Q4: 3,719 shares; 2026Q1: 3,719 shares; 2026Q2: 3,719 shares 3,719 $1.44M 0.21% 0 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: 5,279 shares; 2024Q4: 5,279 shares; 2025Q1: 5,279 shares; 2025Q2: 5,296 shares; 2025Q3: 5,195 shares; 2025Q4: 5,195 shares; 2026Q1: 5,195 shares; 2026Q2: 5,180 shares 5,180 $1.41M 0.21% -15 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,991 shares; 2024Q4: 44,116 shares; 2025Q1: 36,634 shares; 2025Q2: 30,394 shares; 2025Q3: 25,712 shares; 2025Q4: 22,789 shares; 2026Q1: 22,134 shares; 2026Q2: 21,619 shares 21,619 $1.4M 0.21% -515 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: 8,835 shares; 2024Q4: 9,839 shares; 2025Q1: 7,930 shares; 2025Q2: 6,953 shares; 2025Q3: 5,918 shares; 2025Q4: 4,211 shares; 2026Q1: 4,087 shares; 2026Q2: 3,801 shares 3,801 $1.35M 0.2% -286 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: 2,513 shares; 2024Q4: 2,513 shares; 2025Q1: 2,513 shares; 2025Q2: 2,502 shares; 2025Q3: 2,313 shares; 2025Q4: 2,313 shares; 2026Q1: 2,313 shares; 2026Q2: 2,388 shares 2,388 $1.34M 0.2% +75 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,678 shares; 2024Q4: 22,689 shares; 2025Q1: 16,983 shares; 2025Q2: 15,878 shares; 2025Q3: 12,123 shares; 2025Q4: 15,309 shares; 2026Q1: 15,102 shares; 2026Q2: 11,376 shares 11,376 $1.33M 0.2% -3,726 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: 11,390 shares; 2024Q4: 11,350 shares; 2025Q1: 10,226 shares; 2025Q2: 7,940 shares; 2025Q3: 7,122 shares; 2025Q4: 7,247 shares; 2026Q1: 7,172 shares; 2026Q2: 6,992 shares 6,992 $1.33M 0.19% -180 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,564 shares; 2024Q4: 8,299 shares; 2025Q1: 7,064 shares; 2025Q2: 5,991 shares; 2025Q3: 4,915 shares; 2025Q4: 4,553 shares; 2026Q1: 4,062 shares; 2026Q2: 3,962 shares 3,962 $1.26M 0.19% -100 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: 7,440 shares; 2024Q4: 8,355 shares; 2025Q1: 7,123 shares; 2025Q2: 6,757 shares; 2025Q3: 5,155 shares; 2025Q4: 4,935 shares; 2026Q1: 4,844 shares; 2026Q2: 4,591 shares 4,591 $1.26M 0.19% -253 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: 24,706 shares; 2024Q4: 26,605 shares; 2025Q1: 31,338 shares; 2025Q2: 34,156 shares; 2025Q3: 36,531 shares; 2025Q4: 27,042 shares; 2026Q1: 9,228 shares; 2026Q2: 9,281 shares 9,281 $1.25M 0.18% +53 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,793 shares; 2024Q4: 3,793 shares; 2025Q1: 3,488 shares; 2025Q2: 3,628 shares; 2025Q3: 3,497 shares; 2025Q4: 2,890 shares; 2026Q1: 2,886 shares; 2026Q2: 2,785 shares 2,785 $1.25M 0.18% -101 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,974 shares; 2024Q4: 10,673 shares; 2025Q1: 11,207 shares; 2025Q2: 11,028 shares; 2025Q3: 10,787 shares; 2025Q4: 10,500 shares; 2026Q1: 10,415 shares; 2026Q2: 10,415 shares 10,415 $1.22M 0.18% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,729 shares; 2024Q4: 39,642 shares; 2025Q1: 32,876 shares; 2025Q2: 25,499 shares; 2025Q3: 17,894 shares; 2025Q4: 8,763 shares; 2026Q1: 8,496 shares; 2026Q2: 8,166 shares 8,166 $1.22M 0.18% -330 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,196 shares; 2024Q4: 67,251 shares; 2025Q1: 41,072 shares; 2025Q2: 30,112 shares; 2025Q3: 19,426 shares; 2025Q4: 16,818 shares; 2026Q1: 15,942 shares; 2026Q2: 14,924 shares 14,924 $1.22M 0.18% -1,018 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: 36,712 shares; 2024Q4: 36,722 shares; 2025Q1: 28,775 shares; 2025Q2: 23,975 shares; 2025Q3: 18,902 shares; 2025Q4: 15,738 shares; 2026Q1: 14,748 shares; 2026Q2: 11,520 shares 11,520 $1.21M 0.18% -3,228 Timeline SCHF 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: 70,799 shares; 2024Q4: 53,689 shares; 2025Q1: 46,879 shares; 2025Q2: 45,823 shares; 2025Q3: 42,587 shares; 2025Q4: 41,971 shares; 2026Q1: 41,704 shares; 2026Q2: 40,811 shares 40,811 $1.15M 0.17% -893 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,043 shares; 2024Q4: 13,333 shares; 2025Q1: 10,528 shares; 2025Q2: 9,261 shares; 2025Q3: 7,879 shares; 2025Q4: 7,879 shares; 2026Q1: 7,724 shares; 2026Q2: 7,267 shares 7,267 $1.14M 0.17% -457 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 1,715 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares; 2026Q2: 1,245 shares 1,245 $1.09M 0.16% -70 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: 10,545 shares; 2024Q4: 10,487 shares; 2025Q1: 8,778 shares; 2025Q2: 7,552 shares; 2025Q3: 5,742 shares; 2025Q4: 5,956 shares; 2026Q1: 5,650 shares; 2026Q2: 5,705 shares 5,705 $1.06M 0.16% +55 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: 31,725 shares; 2024Q4: 35,066 shares; 2025Q1: 37,161 shares; 2025Q2: 41,898 shares; 2025Q3: 36,114 shares; 2025Q4: 34,826 shares; 2026Q1: 31,227 shares; 2026Q2: 29,690 shares 29,690 $1.06M 0.16% -1,537 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: 5,270 shares; 2024Q4: 5,181 shares; 2025Q1: 4,041 shares; 2025Q2: 3,680 shares; 2025Q3: 2,878 shares; 2025Q4: 2,853 shares; 2026Q1: 2,544 shares; 2026Q2: 2,615 shares 2,615 $1.02M 0.15% +71 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,498 shares; 2024Q4: 7,384 shares; 2025Q1: 5,951 shares; 2025Q2: 6,098 shares; 2025Q3: 5,995 shares; 2025Q4: 5,878 shares; 2026Q1: 5,069 shares; 2026Q2: 5,113 shares 5,113 $1.02M 0.15% +44 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: 1,650 shares; 2024Q4: 1,670 shares; 2025Q1: 1,564 shares; 2025Q2: 1,529 shares; 2025Q3: 1,421 shares; 2025Q4: 14,320 shares; 2026Q1: 14,300 shares; 2026Q2: 13,180 shares 13,180 $977K 0.14% -1,120 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: 7,602 shares; 2024Q4: 7,602 shares; 2025Q1: 7,602 shares; 2025Q2: 7,456 shares; 2025Q3: 6,815 shares; 2025Q4: 6,815 shares; 2026Q1: 6,297 shares; 2026Q2: 6,172 shares 6,172 $977K 0.14% -125 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,130 shares; 2024Q4: 8,222 shares; 2025Q1: 8,259 shares; 2025Q2: 9,829 shares; 2025Q3: 10,495 shares; 2025Q4: 9,469 shares; 2026Q1: 2,554 shares; 2026Q2: 2,369 shares 2,369 $965K 0.14% -185 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 15,630 shares; 2026Q1: 14,980 shares; 2026Q2: 14,743 shares 14,743 $928K 0.14% -237 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,080 shares; 2024Q4: 10,080 shares; 2025Q1: 8,696 shares; 2025Q2: 8,486 shares; 2025Q3: 6,740 shares; 2025Q4: 6,690 shares; 2026Q1: 6,669 shares; 2026Q2: 6,580 shares 6,580 $877K 0.13% -89 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,132 shares; 2024Q4: 18,730 shares; 2025Q1: 14,602 shares; 2025Q2: 12,075 shares; 2025Q3: 9,864 shares; 2025Q4: 9,399 shares; 2026Q1: 9,264 shares; 2026Q2: 9,264 shares 9,264 $838K 0.12% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,564 shares; 2024Q4: 1,564 shares; 2025Q1: 1,564 shares; 2025Q2: 1,519 shares; 2025Q3: 1,522 shares; 2025Q4: 1,522 shares; 2026Q1: 1,519 shares; 2026Q2: 1,519 shares 1,519 $833K 0.12% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 168,967 shares; 2024Q4: 131,644 shares; 2025Q1: 100,338 shares; 2025Q2: 77,079 shares; 2025Q3: 57,939 shares; 2025Q4: 38,708 shares; 2026Q1: 37,763 shares; 2026Q2: 30,831 shares 30,831 $825K 0.12% -6,932 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: 5,860 shares; 2024Q4: 5,860 shares; 2025Q1: 6,360 shares; 2025Q2: 6,360 shares; 2025Q3: 4,892 shares; 2025Q4: 4,992 shares; 2026Q1: 4,975 shares; 2026Q2: 4,875 shares 4,875 $825K 0.12% -100 Timeline HYMB 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: 58,715 shares; 2024Q4: 55,203 shares; 2025Q1: 43,021 shares; 2025Q2: 39,698 shares; 2025Q3: 39,209 shares; 2025Q4: 38,115 shares; 2026Q1: 33,903 shares; 2026Q2: 32,795 shares 32,795 $819K 0.12% -1,108 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,542 shares; 2024Q4: 6,561 shares; 2025Q1: 5,608 shares; 2025Q2: 4,959 shares; 2025Q3: 5,053 shares; 2025Q4: 5,061 shares; 2026Q1: 5,057 shares; 2026Q2: 4,979 shares 4,979 $786K 0.12% -78 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,470 shares; 2024Q4: 61,825 shares; 2025Q1: 47,767 shares; 2025Q2: 35,605 shares; 2025Q3: 22,275 shares; 2025Q4: 17,503 shares; 2026Q1: 15,767 shares; 2026Q2: 13,351 shares 13,351 $769K 0.11% -2,416 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: 12,783 shares; 2024Q4: 13,677 shares; 2025Q1: 12,732 shares; 2025Q2: 10,732 shares; 2025Q3: 8,771 shares; 2025Q4: 9,057 shares; 2026Q1: 8,775 shares; 2026Q2: 8,821 shares 8,821 $768K 0.11% +46 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares; 2026Q2: 2,169 shares 2,169 $739K 0.11% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,627 shares; 2024Q4: 11,769 shares; 2025Q1: 9,695 shares; 2025Q2: 7,492 shares; 2025Q3: 6,042 shares; 2025Q4: 4,582 shares; 2026Q1: 4,350 shares; 2026Q2: 4,157 shares 4,157 $735K 0.11% -193 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,785 shares; 2024Q4: 18,785 shares; 2025Q1: 18,826 shares; 2025Q2: 18,826 shares; 2025Q3: 13,826 shares; 2025Q4: 13,826 shares; 2026Q1: 13,826 shares; 2026Q2: 13,826 shares 13,826 $695K 0.1% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,811 shares; 2024Q4: 10,686 shares; 2025Q1: 10,401 shares; 2025Q2: 10,325 shares; 2025Q3: 10,125 shares; 2025Q4: 10,125 shares; 2026Q1: 10,125 shares; 2026Q2: 10,330 shares 10,330 $665K 0.1% +205 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: 1,972 shares; 2025Q1: 1,837 shares; 2025Q2: 1,259 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,070 shares 3,070 $664K 0.1% new 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: 917 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 917 shares; 2026Q2: 917 shares 917 $650K 0.1% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,230 shares; 2025Q1: 2,887 shares; 2025Q2: 2,812 shares; 2025Q3: 2,527 shares; 2025Q4: 2,482 shares; 2026Q1: 2,207 shares; 2026Q2: 2,170 shares 2,170 $618K 0.09% -37 Timeline POET POET TECHNOLOGIES INC More: the full row for POET TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,709 shares; 2024Q4: 93,309 shares; 2025Q1: 103,784 shares; 2025Q2: 98,910 shares; 2025Q3: 100,709 shares; 2025Q4: 101,459 shares; 2026Q1: 73,375 shares; 2026Q2: 68,375 shares 68,375 $609K 0.09% -5,000 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,479 shares; 2026Q2: 1,462 shares 1,462 $595K 0.09% -17 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,139 shares; 2024Q4: 18,020 shares; 2025Q1: 14,935 shares; 2025Q2: 12,944 shares; 2025Q3: 10,112 shares; 2025Q4: 8,203 shares; 2026Q1: 7,587 shares; 2026Q2: 6,406 shares 6,406 $558K 0.08% -1,181 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,083 shares; 2024Q4: 1,083 shares; 2025Q1: 1,083 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares; 2026Q2: 1,083 shares 1,083 $557K 0.08% 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: 833 shares; 2024Q4: 1,119 shares; 2025Q1: 1,192 shares; 2025Q2: 1,279 shares; 2025Q3: 1,242 shares; 2025Q4: 1,461 shares; 2026Q1: 1,639 shares; 2026Q2: 1,658 shares 1,658 $545K 0.08% +19 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: 5,996 shares; 2024Q4: 5,671 shares; 2025Q1: 4,558 shares; 2025Q2: 4,220 shares; 2025Q3: 3,325 shares; 2025Q4: 2,211 shares; 2026Q1: 1,974 shares; 2026Q2: 1,878 shares 1,878 $537K 0.08% -96 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: 633 shares; 2024Q4: 633 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares; 2026Q2: 681 shares 681 $492K 0.07% -14 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,102 shares; 2024Q4: 5,813 shares; 2025Q1: 5,468 shares; 2025Q2: 7,026 shares; 2025Q3: 8,594 shares; 2025Q4: 8,244 shares; 2026Q1: 7,444 shares; 2026Q2: 11,399 shares 11,399 $488K 0.07% +3,955 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,506 shares; 2024Q4: 6,506 shares; 2025Q1: 6,446 shares; 2025Q2: 6,446 shares; 2025Q3: 6,721 shares; 2025Q4: 6,721 shares; 2026Q1: 6,721 shares; 2026Q2: 6,721 shares 6,721 $480K 0.07% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,168 shares; 2024Q4: 3,172 shares; 2025Q1: 3,094 shares; 2025Q2: 3,044 shares; 2025Q3: 2,817 shares; 2025Q4: 2,639 shares; 2026Q1: 2,639 shares; 2026Q2: 2,703 shares 2,703 $475K 0.07% +64 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: 982 shares; 2024Q4: 969 shares; 2025Q1: 960 shares; 2025Q2: 1,280 shares; 2025Q3: 874 shares; 2025Q4: 867 shares; 2026Q1: 627 shares; 2026Q2: 613 shares 613 $474K 0.07% -14 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,133 shares; 2024Q4: 34,079 shares; 2025Q1: 24,985 shares; 2025Q2: 20,640 shares; 2025Q3: 15,255 shares; 2025Q4: 8,231 shares; 2026Q1: 7,888 shares; 2026Q2: 7,518 shares 7,518 $471K 0.07% -370 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: 4,334 shares; 2024Q4: 4,334 shares; 2025Q1: 4,154 shares; 2025Q2: 4,154 shares; 2025Q3: 3,986 shares; 2025Q4: 3,986 shares; 2026Q1: 3,711 shares; 2026Q2: 3,711 shares 3,711 $462K 0.07% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,788 shares; 2025Q3: 5,298 shares; 2025Q4: 6,694 shares; 2026Q1: 6,827 shares; 2026Q2: 6,827 shares 6,827 $460K 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,882 shares; 2024Q4: 18,753 shares; 2025Q1: 11,543 shares; 2025Q2: 8,784 shares; 2025Q3: 6,852 shares; 2025Q4: 5,652 shares; 2026Q1: 4,948 shares; 2026Q2: 4,873 shares 4,873 $452K 0.07% -75 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: 3,158 shares; 2024Q4: 2,363 shares; 2025Q1: 2,163 shares; 2025Q2: 1,743 shares; 2025Q3: 1,390 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $447K 0.07% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,061 shares; 2026Q1: 17,060 shares; 2026Q2: 15,560 shares 15,560 $440K 0.06% -1,500 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,720 shares; 2024Q4: 11,394 shares; 2025Q1: 9,524 shares; 2025Q2: 7,448 shares; 2025Q3: 6,487 shares; 2025Q4: 4,273 shares; 2026Q1: 3,768 shares; 2026Q2: 3,655 shares 3,655 $401K 0.06% -113 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: 2,152 shares; 2024Q4: 1,952 shares; 2025Q1: 1,852 shares; 2025Q2: 1,721 shares; 2025Q3: 1,431 shares; 2025Q4: 1,396 shares; 2026Q1: 1,346 shares; 2026Q2: 1,346 shares 1,346 $399K 0.06% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,770 shares; 2024Q4: 7,620 shares; 2025Q1: 7,210 shares; 2025Q2: 7,035 shares; 2025Q3: 5,503 shares; 2025Q4: 4,298 shares; 2026Q1: 4,298 shares; 2026Q2: 4,298 shares 4,298 $399K 0.06% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,804 shares; 2024Q4: 1,704 shares; 2025Q1: 1,671 shares; 2025Q2: 1,629 shares; 2025Q3: 1,629 shares; 2025Q4: 1,629 shares; 2026Q1: 1,629 shares; 2026Q2: 1,585 shares 1,585 $397K 0.06% -44 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: 44,800 shares; 2024Q4: 18,241 shares; 2025Q1: 15,190 shares; 2025Q2: not reported; 2025Q3: 5,691 shares; 2025Q4: not reported; 2026Q1: 4,048 shares; 2026Q2: 3,743 shares 3,743 $380K 0.06% -305 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,486 shares; 2024Q4: 5,961 shares; 2025Q1: 5,120 shares; 2025Q2: 3,745 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares; 2026Q1: 3,497 shares; 2026Q2: 3,357 shares 3,357 $379K 0.06% -140 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: 5,459 shares; 2024Q4: 5,459 shares; 2025Q1: 5,459 shares; 2025Q2: 5,422 shares; 2025Q3: 5,097 shares; 2025Q4: 4,688 shares; 2026Q1: 4,518 shares; 2026Q2: 4,443 shares 4,443 $374K 0.06% -75 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,190 shares; 2025Q1: 1,975 shares; 2025Q2: 1,900 shares; 2025Q3: 1,793 shares; 2025Q4: 1,778 shares; 2026Q1: not reported; 2026Q2: 1,110 shares 1,110 $367K 0.05% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,647 shares; 2024Q4: 13,806 shares; 2025Q1: 10,323 shares; 2025Q2: 8,433 shares; 2025Q3: 6,953 shares; 2025Q4: 6,228 shares; 2026Q1: 6,063 shares; 2026Q2: 6,063 shares 6,063 $362K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,639 shares; 2024Q4: 8,817 shares; 2025Q1: 18,793 shares; 2025Q2: 26,124 shares; 2025Q3: 33,617 shares; 2025Q4: 29,853 shares; 2026Q1: 3,583 shares; 2026Q2: 3,340 shares 3,340 $353K 0.05% -243 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,611 shares; 2024Q4: 2,601 shares; 2025Q1: 2,191 shares; 2025Q2: 1,991 shares; 2025Q3: 1,851 shares; 2025Q4: 1,662 shares; 2026Q1: 1,628 shares; 2026Q2: 1,628 shares 1,628 $352K 0.05% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,479 shares; 2024Q4: 4,479 shares; 2025Q1: 4,479 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares; 2026Q1: 4,281 shares; 2026Q2: 4,281 shares 4,281 $335K 0.05% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,451 shares; 2024Q4: 8,011 shares; 2025Q1: 7,150 shares; 2025Q2: 6,611 shares; 2025Q3: 4,337 shares; 2025Q4: 3,702 shares; 2026Q1: 3,702 shares; 2026Q2: 3,702 shares 3,702 $335K 0.05% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,694 shares; 2024Q4: 5,719 shares; 2025Q1: 5,742 shares; 2025Q2: 5,769 shares; 2025Q3: 5,794 shares; 2025Q4: 5,815 shares; 2026Q1: 5,836 shares; 2026Q2: 5,856 shares 5,856 $333K 0.05% +20 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,812 shares; 2025Q3: 1,816 shares; 2025Q4: 2,067 shares; 2026Q1: 1,865 shares; 2026Q2: 1,863 shares 1,863 $333K 0.05% -2 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: 3,008 shares; 2024Q4: 3,008 shares; 2025Q1: 2,873 shares; 2025Q2: 2,873 shares; 2025Q3: 2,873 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares; 2026Q2: 2,773 shares 2,773 $333K 0.05% 0 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: 576 shares; 2024Q4: 576 shares; 2025Q1: 634 shares; 2025Q2: 595 shares; 2025Q3: 442 shares; 2025Q4: 433 shares; 2026Q1: 433 shares; 2026Q2: 426 shares 426 $331K 0.05% -7 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 630 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 629 shares; 2025Q4: 629 shares; 2026Q1: 3,774 shares; 2026Q2: 3,774 shares 3,774 $322K 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,122 shares; 2024Q4: 1,063 shares; 2025Q1: 877 shares; 2025Q2: 812 shares; 2025Q3: 740 shares; 2025Q4: 725 shares; 2026Q1: 725 shares; 2026Q2: 725 shares 725 $320K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,376 shares; 2024Q4: 43,187 shares; 2025Q1: 29,401 shares; 2025Q2: 22,275 shares; 2025Q3: 14,568 shares; 2025Q4: 7,344 shares; 2026Q1: 6,581 shares; 2026Q2: 6,559 shares 6,559 $309K 0.05% -22 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,682 shares; 2024Q4: 1,682 shares; 2025Q1: 1,660 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares; 2026Q2: 1,660 shares 1,660 $307K 0.05% 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: 6,224 shares; 2024Q4: 6,224 shares; 2025Q1: 4,543 shares; 2025Q2: 2,706 shares; 2025Q3: 2,562 shares; 2025Q4: 2,452 shares; 2026Q1: 2,393 shares; 2026Q2: 2,268 shares 2,268 $306K 0.05% -125 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: 2,128 shares; 2024Q4: 2,324 shares; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares; 2026Q2: 2,128 shares 2,128 $302K 0.04% 0 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: 7,484 shares; 2024Q4: 7,484 shares; 2025Q1: 7,484 shares; 2025Q2: 7,384 shares; 2025Q3: 7,384 shares; 2025Q4: 7,384 shares; 2026Q1: 7,884 shares; 2026Q2: 7,884 shares 7,884 $298K 0.04% 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: 384 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 400 shares; 2025Q4: 403 shares; 2026Q1: 403 shares; 2026Q2: 413 shares 413 $294K 0.04% +10 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: not reported; 2025Q2: 2,658 shares; 2025Q3: 2,758 shares; 2025Q4: 2,984 shares; 2026Q1: 3,018 shares; 2026Q2: 2,980 shares 2,980 $290K 0.04% -38 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: 221 shares; 2024Q4: 221 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 221 shares; 2025Q4: 221 shares; 2026Q1: 221 shares; 2026Q2: 221 shares 221 $282K 0.04% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 663 shares; 2025Q1: 542 shares; 2025Q2: 397 shares; 2025Q3: 372 shares; 2025Q4: 372 shares; 2026Q1: 372 shares; 2026Q2: 359 shares 359 $282K 0.04% -13 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,973 shares; 2024Q4: 9,973 shares; 2025Q1: 7,092 shares; 2025Q2: 3,906 shares; 2025Q3: 3,241 shares; 2025Q4: 3,211 shares; 2026Q1: 3,092 shares; 2026Q2: 3,036 shares 3,036 $281K 0.04% -56 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,134 shares; 2024Q4: 2,734 shares; 2025Q1: 2,062 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 1,582 shares; 2026Q1: 1,417 shares; 2026Q2: 1,417 shares 1,417 $280K 0.04% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,852 shares 1,852 $268K 0.04% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,738 shares; 2024Q4: 13,738 shares; 2025Q1: 13,738 shares; 2025Q2: 11,138 shares; 2025Q3: 11,138 shares; 2025Q4: 10,138 shares; 2026Q1: 7,322 shares; 2026Q2: 7,322 shares 7,322 $260K 0.04% 0 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: 776 shares; 2024Q4: 776 shares; 2025Q1: not reported; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 669 shares; 2026Q2: 667 shares 667 $255K 0.04% -2 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: not reported; 2026Q1: not reported; 2026Q2: 3,391 shares 3,391 $247K 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,701 shares; 2024Q4: 7,701 shares; 2025Q1: 5,777 shares; 2025Q2: 4,811 shares; 2025Q3: not reported; 2025Q4: 3,845 shares; 2026Q1: 3,784 shares; 2026Q2: 3,733 shares 3,733 $239K 0.04% -51 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,435 shares; 2026Q2: 16,435 shares 16,435 $238K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $236K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 634 shares 634 $235K 0.03% new 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: 6,347 shares; 2024Q4: 6,347 shares; 2025Q1: 5,757 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares; 2026Q2: 3,400 shares 3,400 $232K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 445 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 1,780 shares 1,780 $222K 0.03% +1,335 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,242 shares; 2024Q4: 4,202 shares; 2025Q1: 3,966 shares; 2025Q2: 3,900 shares; 2025Q3: 3,790 shares; 2025Q4: 2,365 shares; 2026Q1: not reported; 2026Q2: 2,365 shares 2,365 $221K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 979 shares 979 $220K 0.03% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,074 shares 5,074 $218K 0.03% new 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: not reported; 2026Q1: not reported; 2026Q2: 1,537 shares 1,537 $217K 0.03% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 1,000 shares; 2025Q1: 1,002 shares; 2025Q2: 1,004 shares; 2025Q3: 971 shares; 2025Q4: 791 shares; 2026Q1: 632 shares; 2026Q2: 632 shares 632 $215K 0.03% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,349 shares; 2024Q4: 8,349 shares; 2025Q1: 8,205 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,750 shares 7,750 $214K 0.03% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,866 shares; 2024Q4: 37,240 shares; 2025Q1: 24,533 shares; 2025Q2: 19,492 shares; 2025Q3: 12,867 shares; 2025Q4: 9,529 shares; 2026Q1: 8,784 shares; 2026Q2: 8,317 shares 8,317 $211K 0.03% -467 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $210K 0.03% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 462 shares 462 $210K 0.03% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 1,750 shares; 2025Q2: 1,475 shares; 2025Q3: 1,157 shares; 2025Q4: 1,087 shares; 2026Q1: not reported; 2026Q2: 872 shares 872 $209K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 868 shares 868 $205K 0.03% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,709 shares; 2024Q4: 10,709 shares; 2025Q1: 10,709 shares; 2025Q2: 10,709 shares; 2025Q3: 10,709 shares; 2025Q4: 10,709 shares; 2026Q1: 10,709 shares; 2026Q2: 10,709 shares 10,709 $134K 0.02% 0 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,250 shares; 2025Q2: 12,250 shares; 2025Q3: 12,250 shares; 2025Q4: 12,250 shares; 2026Q1: 12,250 shares; 2026Q2: 12,250 shares 12,250 $128K 0.02% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,000 shares; 2024Q4: 37,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares; 2026Q2: 31,000 shares 31,000 $99.8K 0.01% 0 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY 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: 10,000 shares; 2026Q2: 15,000 shares 15,000 $38K 0.01% +5,000 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,421 shares; 2024Q4: 39,421 shares; 2025Q1: 38,421 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares 18,500 $31.6K <0.01% 0 Timeline GROY GOLD ROYALTY CORP More: the full row for GOLD ROYALTY 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $30.3K <0.01% 0 Timeline KAPA KAIROS PHARMA LTD More: the full row for KAIROS PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,286 shares; 2025Q2: 44,286 shares; 2025Q3: 44,286 shares; 2025Q4: 44,286 shares; 2026Q1: 44,286 shares; 2026Q2: 44,286 shares 44,286 $17.1K <0.01% 0 Timeline