NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,492 shares; 2024Q4: 137,742 shares; 2025Q1: 141,748 shares; 2025Q2: 142,312 shares; 2025Q3: 138,026 shares; 2025Q4: 135,619 shares; 2026Q1: 136,385 shares; 2026Q2: 138,995 shares 138,995 $27.8M 3.83% +2,610 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: 36,241 shares; 2024Q4: 69,966 shares; 2025Q1: 72,925 shares; 2025Q2: 75,623 shares; 2025Q3: 76,960 shares; 2025Q4: 79,334 shares; 2026Q1: 84,546 shares; 2026Q2: 80,533 shares 80,533 $27.5M 3.78% -4,013 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: 85,984 shares; 2024Q4: 84,931 shares; 2025Q1: 87,861 shares; 2025Q2: 89,398 shares; 2025Q3: 93,299 shares; 2025Q4: 86,997 shares; 2026Q1: 86,876 shares; 2026Q2: 86,015 shares 86,015 $24.9M 3.43% -861 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: 20,664 shares; 2024Q4: 21,559 shares; 2025Q1: 27,090 shares; 2025Q2: 53,411 shares; 2025Q3: 54,076 shares; 2025Q4: 54,968 shares; 2026Q1: 57,256 shares; 2026Q2: 58,178 shares 58,178 $21.7M 2.99% +922 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: 71,399 shares; 2024Q4: 66,346 shares; 2025Q1: 61,764 shares; 2025Q2: 60,353 shares; 2025Q3: 54,297 shares; 2025Q4: 52,509 shares; 2026Q1: 57,940 shares; 2026Q2: 56,951 shares 56,951 $21.5M 2.96% -989 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: 66,599 shares; 2024Q4: 65,433 shares; 2025Q1: 61,077 shares; 2025Q2: 64,092 shares; 2025Q3: 62,370 shares; 2025Q4: 60,778 shares; 2026Q1: 59,557 shares; 2026Q2: 59,236 shares 59,236 $19.4M 2.67% -321 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: 63,980 shares; 2024Q4: 65,425 shares; 2025Q1: 73,177 shares; 2025Q2: 81,046 shares; 2025Q3: 76,586 shares; 2025Q4: 73,257 shares; 2026Q1: 79,642 shares; 2026Q2: 81,327 shares 81,327 $19.4M 2.67% +1,685 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: 148,299 shares; 2024Q4: 140,369 shares; 2025Q1: 141,280 shares; 2025Q2: 164,059 shares; 2025Q3: 191,627 shares; 2025Q4: 206,515 shares; 2026Q1: 204,984 shares; 2026Q2: 204,610 shares 204,610 $17.8M 2.45% -374 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: 85,779 shares; 2024Q4: 85,338 shares; 2025Q1: 91,374 shares; 2025Q2: 94,807 shares; 2025Q3: 96,457 shares; 2025Q4: 96,107 shares; 2026Q1: 100,982 shares; 2026Q2: 92,200 shares 92,200 $17M 2.35% -8,782 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: 40,934 shares; 2024Q4: 43,042 shares; 2025Q1: 44,605 shares; 2025Q2: 55,653 shares; 2025Q3: 56,353 shares; 2025Q4: 47,283 shares; 2026Q1: 45,600 shares; 2026Q2: 43,607 shares 43,607 $15.6M 2.15% -1,993 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: 155,212 shares; 2024Q4: 150,528 shares; 2025Q1: 166,734 shares; 2025Q2: 178,189 shares; 2025Q3: 182,855 shares; 2025Q4: 183,320 shares; 2026Q1: 174,906 shares; 2026Q2: 174,989 shares 174,989 $15.4M 2.11% +83 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,580 shares; 2024Q4: 51,856 shares; 2025Q1: 63,958 shares; 2025Q2: 69,810 shares; 2025Q3: 69,813 shares; 2025Q4: 64,059 shares; 2026Q1: 63,292 shares; 2026Q2: 62,790 shares 62,790 $14.8M 2.04% -502 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,050 shares; 2025Q4: 30,106 shares; 2026Q1: 56,859 shares; 2026Q2: 48,888 shares 48,888 $14.6M 2% -7,971 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: 19,026 shares; 2024Q4: 22,253 shares; 2025Q1: 29,456 shares; 2025Q2: 32,247 shares; 2025Q3: 31,096 shares; 2025Q4: 29,615 shares; 2026Q1: 31,138 shares; 2026Q2: 23,759 shares 23,759 $13.8M 1.9% -7,379 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: 207,732 shares; 2024Q4: 205,736 shares; 2025Q1: 221,629 shares; 2025Q2: 232,077 shares; 2025Q3: 232,185 shares; 2025Q4: 231,758 shares; 2026Q1: 223,650 shares; 2026Q2: 223,299 shares 223,299 $13.5M 1.86% -351 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: 26,889 shares; 2024Q4: 25,736 shares; 2025Q1: 24,338 shares; 2025Q2: 24,530 shares; 2025Q3: 24,249 shares; 2025Q4: 22,664 shares; 2026Q1: 19,353 shares; 2026Q2: 18,235 shares 18,235 $13M 1.79% -1,118 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,105 shares; 2024Q4: 7,115 shares; 2025Q1: 9,131 shares; 2025Q2: 11,044 shares; 2025Q3: 10,467 shares; 2025Q4: 10,749 shares; 2026Q1: 11,013 shares; 2026Q2: 11,268 shares 11,268 $12.8M 1.76% +255 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: 14,952 shares; 2024Q4: 14,977 shares; 2025Q1: 17,085 shares; 2025Q2: 20,804 shares; 2025Q3: 21,004 shares; 2025Q4: 20,593 shares; 2026Q1: 19,257 shares; 2026Q2: 17,438 shares 17,438 $12.6M 1.74% -1,819 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: 9,184 shares; 2024Q4: 8,352 shares; 2025Q1: 15,934 shares; 2025Q2: 17,142 shares; 2025Q3: 16,865 shares; 2025Q4: 17,373 shares; 2026Q1: 19,184 shares; 2026Q2: 17,252 shares 17,252 $12.4M 1.71% -1,932 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: 49,018 shares; 2024Q4: 49,198 shares; 2025Q1: 52,818 shares; 2025Q2: 53,602 shares; 2025Q3: 53,837 shares; 2025Q4: 54,958 shares; 2026Q1: 54,553 shares; 2026Q2: 55,726 shares 55,726 $12.3M 1.69% +1,173 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,939 shares; 2024Q4: 17,629 shares; 2025Q1: 37,177 shares; 2025Q2: 43,491 shares; 2025Q3: 48,898 shares; 2025Q4: 48,019 shares; 2026Q1: 51,922 shares; 2026Q2: 59,043 shares 59,043 $11.4M 1.57% +7,121 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: 34,659 shares; 2024Q4: 34,510 shares; 2025Q1: 41,756 shares; 2025Q2: 41,194 shares; 2025Q3: 41,168 shares; 2025Q4: 38,286 shares; 2026Q1: 33,492 shares; 2026Q2: 32,233 shares 32,233 $11.4M 1.57% -1,259 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: 38,518 shares; 2024Q4: 38,143 shares; 2025Q1: 36,347 shares; 2025Q2: 34,894 shares; 2025Q3: 34,667 shares; 2025Q4: 34,119 shares; 2026Q1: 34,693 shares; 2026Q2: 38,650 shares 38,650 $10.9M 1.5% +3,957 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: 11,470 shares; 2024Q4: 11,150 shares; 2025Q1: 10,743 shares; 2025Q2: 10,653 shares; 2025Q3: 10,567 shares; 2025Q4: 11,200 shares; 2026Q1: 11,177 shares; 2026Q2: 11,067 shares 11,067 $10.4M 1.43% -110 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,779 shares; 2024Q4: 28,489 shares; 2025Q1: 31,684 shares; 2025Q2: 32,089 shares; 2025Q3: 31,439 shares; 2025Q4: 32,789 shares; 2026Q1: 32,924 shares; 2026Q2: 36,478 shares 36,478 $10.2M 1.41% +3,554 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,173 shares; 2024Q4: 51,098 shares; 2025Q1: 64,823 shares; 2025Q2: 73,719 shares; 2025Q3: 74,983 shares; 2025Q4: 80,330 shares; 2026Q1: 85,685 shares; 2026Q2: 90,299 shares 90,299 $9.75M 1.34% +4,614 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,195 shares; 2024Q4: 39,686 shares; 2025Q1: 27,018 shares; 2025Q2: 31,830 shares; 2025Q3: 31,740 shares; 2025Q4: 35,133 shares; 2026Q1: 40,816 shares; 2026Q2: 41,393 shares 41,393 $9.65M 1.33% +577 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,090 shares; 2024Q4: 38,242 shares; 2025Q1: 43,782 shares; 2025Q2: 48,824 shares; 2025Q3: 49,007 shares; 2025Q4: 55,203 shares; 2026Q1: 67,647 shares; 2026Q2: 75,087 shares 75,087 $9.46M 1.3% +7,440 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: 41,407 shares; 2024Q4: 37,997 shares; 2025Q1: 39,462 shares; 2025Q2: 44,140 shares; 2025Q3: 43,560 shares; 2025Q4: 52,492 shares; 2026Q1: 66,700 shares; 2026Q2: 75,588 shares 75,588 $8.89M 1.22% +8,888 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 868,670 shares; 2024Q4: 836,254 shares; 2025Q1: 1,053,677 shares; 2025Q2: 1,055,365 shares; 2025Q3: 1,003,105 shares; 2025Q4: 907,330 shares; 2026Q1: 895,489 shares; 2026Q2: 911,796 shares 911,796 $8.56M 1.18% +16,307 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: 312,884 shares; 2024Q4: 346,464 shares; 2025Q1: 348,461 shares; 2025Q2: 355,613 shares; 2025Q3: 368,478 shares; 2025Q4: 379,636 shares; 2026Q1: 384,000 shares; 2026Q2: 390,757 shares 390,757 $8.5M 1.17% +6,757 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: 9,956 shares; 2024Q4: 9,227 shares; 2025Q1: 12,717 shares; 2025Q2: 13,402 shares; 2025Q3: 12,950 shares; 2025Q4: 15,840 shares; 2026Q1: 20,009 shares; 2026Q2: 19,589 shares 19,589 $8.35M 1.15% -420 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: 72,343 shares; 2024Q4: 74,361 shares; 2025Q1: 75,502 shares; 2025Q2: 80,063 shares; 2025Q3: 79,954 shares; 2025Q4: 76,500 shares; 2026Q1: 81,738 shares; 2026Q2: 90,251 shares 90,251 $8.19M 1.13% +8,513 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: not reported; 2024Q4: not reported; 2025Q1: 7,014 shares; 2025Q2: 3,079 shares; 2025Q3: 3,004 shares; 2025Q4: 8,024 shares; 2026Q1: 11,114 shares; 2026Q2: 10,876 shares 10,876 $8.14M 1.12% -238 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: 313,629 shares; 2024Q4: 341,001 shares; 2025Q1: 331,138 shares; 2025Q2: 334,525 shares; 2025Q3: 345,299 shares; 2025Q4: 352,387 shares; 2026Q1: 360,230 shares; 2026Q2: 358,973 shares 358,973 $8.02M 1.1% -1,257 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: 246,294 shares; 2024Q4: 296,536 shares; 2025Q1: 318,528 shares; 2025Q2: 337,617 shares; 2025Q3: 356,720 shares; 2025Q4: 362,072 shares; 2026Q1: 366,124 shares; 2026Q2: 378,154 shares 378,154 $7.99M 1.1% +12,030 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: 187,504 shares; 2024Q4: 210,010 shares; 2025Q1: 237,646 shares; 2025Q2: 285,523 shares; 2025Q3: 304,914 shares; 2025Q4: 316,637 shares; 2026Q1: 340,798 shares; 2026Q2: 378,645 shares 378,645 $7.71M 1.06% +37,847 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: 16,870 shares; 2024Q4: 17,227 shares; 2025Q1: 23,744 shares; 2025Q2: 25,145 shares; 2025Q3: 25,742 shares; 2025Q4: 27,190 shares; 2026Q1: 36,120 shares; 2026Q2: 38,721 shares 38,721 $7.38M 1.02% +2,601 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: 450 shares; 2024Q4: 3,241 shares; 2025Q1: 4,283 shares; 2025Q2: 4,849 shares; 2025Q3: 6,242 shares; 2025Q4: 6,086 shares; 2026Q1: 5,827 shares; 2026Q2: 5,971 shares 5,971 $7.16M 0.99% +144 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: 30,256 shares; 2024Q4: 98,090 shares; 2025Q1: 126,513 shares; 2025Q2: 156,243 shares; 2025Q3: 218,401 shares; 2025Q4: 242,794 shares; 2026Q1: 250,489 shares; 2026Q2: 274,568 shares 274,568 $7.09M 0.98% +24,079 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: 22,779 shares; 2024Q4: 22,901 shares; 2025Q1: 25,510 shares; 2025Q2: 26,692 shares; 2025Q3: 26,236 shares; 2025Q4: 25,899 shares; 2026Q1: 23,672 shares; 2026Q2: 23,782 shares 23,782 $6.91M 0.95% +110 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: 25,391 shares; 2024Q4: 28,456 shares; 2025Q1: 31,727 shares; 2025Q2: 28,045 shares; 2025Q3: 27,999 shares; 2025Q4: 27,564 shares; 2026Q1: 26,557 shares; 2026Q2: 26,617 shares 26,617 $6.76M 0.93% +60 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: 172,924 shares; 2024Q4: 196,869 shares; 2025Q1: 215,271 shares; 2025Q2: 245,436 shares; 2025Q3: 256,556 shares; 2025Q4: 283,194 shares; 2026Q1: 311,240 shares; 2026Q2: 337,330 shares 337,330 $6.62M 0.91% +26,090 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: 117,482 shares; 2024Q4: 157,911 shares; 2025Q1: 209,818 shares; 2025Q2: 265,220 shares; 2025Q3: 287,562 shares; 2025Q4: 307,038 shares; 2026Q1: 324,359 shares; 2026Q2: 344,227 shares 344,227 $6.39M 0.88% +19,868 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: 63,320 shares; 2024Q4: 62,767 shares; 2025Q1: 62,501 shares; 2025Q2: 60,078 shares; 2025Q3: 59,523 shares; 2025Q4: 59,443 shares; 2026Q1: 58,877 shares; 2026Q2: 53,581 shares 53,581 $6.29M 0.87% -5,296 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,536 shares; 2025Q2: 20,949 shares; 2025Q3: 27,518 shares; 2025Q4: 49,331 shares; 2026Q1: 73,388 shares; 2026Q2: 87,107 shares 87,107 $6.29M 0.87% +13,719 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,224 shares; 2024Q4: 156,104 shares; 2025Q1: 163,186 shares; 2025Q2: 164,840 shares; 2025Q3: 163,577 shares; 2025Q4: 165,957 shares; 2026Q1: 158,637 shares; 2026Q2: 154,759 shares 154,759 $6.04M 0.83% -3,878 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: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 20,000 shares 20,000 $6.03M 0.83% +18,000 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,245 shares; 2024Q4: 79,559 shares; 2025Q1: 72,850 shares; 2025Q2: 78,248 shares; 2025Q3: 76,672 shares; 2025Q4: 68,802 shares; 2026Q1: 65,783 shares; 2026Q2: 64,958 shares 64,958 $5.83M 0.8% -825 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,750 shares; 2024Q4: 27,760 shares; 2025Q1: 42,959 shares; 2025Q2: 42,950 shares; 2025Q3: 43,332 shares; 2025Q4: 43,420 shares; 2026Q1: 43,111 shares; 2026Q2: 48,837 shares 48,837 $5.77M 0.79% +5,726 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: 8,640 shares; 2024Q4: 7,914 shares; 2025Q1: 6,779 shares; 2025Q2: 6,334 shares; 2025Q3: 5,605 shares; 2025Q4: 5,672 shares; 2026Q1: 5,005 shares; 2026Q2: 4,675 shares 4,675 $5.49M 0.76% -330 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,305 shares; 2026Q1: 36,630 shares; 2026Q2: 48,065 shares 48,065 $5.28M 0.73% +11,435 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,330 shares; 2024Q4: 29,048 shares; 2025Q1: 84,441 shares; 2025Q2: 81,856 shares; 2025Q3: 81,760 shares; 2025Q4: 102,422 shares; 2026Q1: 147,431 shares; 2026Q2: 176,857 shares 176,857 $5.11M 0.7% +29,426 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: 36,354 shares; 2024Q4: 85,370 shares; 2025Q1: 132,326 shares; 2025Q2: 185,362 shares; 2025Q3: 204,342 shares; 2025Q4: 234,944 shares; 2026Q1: 257,115 shares; 2026Q2: 293,165 shares 293,165 $4.88M 0.67% +36,050 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: 84,995 shares; 2024Q4: 79,805 shares; 2025Q1: 101,720 shares; 2025Q2: 119,625 shares; 2025Q3: 126,655 shares; 2025Q4: 150,285 shares; 2026Q1: 151,815 shares; 2026Q2: 151,400 shares 151,400 $4.84M 0.67% -415 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: 31,478 shares; 2024Q4: 27,556 shares; 2025Q1: 21,374 shares; 2025Q2: 26,237 shares; 2025Q3: 26,029 shares; 2025Q4: 19,507 shares; 2026Q1: 19,432 shares; 2026Q2: 19,074 shares 19,074 $4.8M 0.66% -358 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,356 shares; 2024Q4: 24,826 shares; 2025Q1: 24,676 shares; 2025Q2: 26,089 shares; 2025Q3: 27,124 shares; 2025Q4: 24,161 shares; 2026Q1: 22,186 shares; 2026Q2: 18,709 shares 18,709 $4.78M 0.66% -3,477 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,120 shares; 2024Q4: 130,673 shares; 2025Q1: 157,308 shares; 2025Q2: 194,853 shares; 2025Q3: 176,108 shares; 2025Q4: 158,161 shares; 2026Q1: 209,041 shares; 2026Q2: 198,239 shares 198,239 $4.75M 0.65% -10,802 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: 15,860 shares; 2024Q4: 16,190 shares; 2025Q1: 14,835 shares; 2025Q2: 13,679 shares; 2025Q3: 12,921 shares; 2025Q4: 12,853 shares; 2026Q1: 12,187 shares; 2026Q2: 12,002 shares 12,002 $4.49M 0.62% -185 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: 43,010 shares; 2024Q4: 42,153 shares; 2025Q1: 46,780 shares; 2025Q2: 45,655 shares; 2025Q3: 45,040 shares; 2025Q4: 37,643 shares; 2026Q1: 32,090 shares; 2026Q2: 33,775 shares 33,775 $4.44M 0.61% +1,685 Timeline BSJQ 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: 308,774 shares; 2024Q4: 329,816 shares; 2025Q1: 325,538 shares; 2025Q2: 316,978 shares; 2025Q3: 311,239 shares; 2025Q4: 300,632 shares; 2026Q1: 267,933 shares; 2026Q2: 166,621 shares 166,621 $3.82M 0.53% -101,312 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: 12,387 shares; 2024Q4: 11,961 shares; 2025Q1: 14,696 shares; 2025Q2: 16,027 shares; 2025Q3: 17,187 shares; 2025Q4: 17,252 shares; 2026Q1: 11,203 shares; 2026Q2: 10,503 shares 10,503 $3.29M 0.45% -700 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,901 shares; 2026Q2: 31,595 shares 31,595 $3.14M 0.43% +4,694 Timeline BSJV 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: 24,325 shares; 2025Q4: 68,348 shares; 2026Q1: 91,804 shares; 2026Q2: 114,822 shares 114,822 $3.01M 0.41% +23,018 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: 13,482 shares 13,482 $2.98M 0.41% new 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: 89,065 shares; 2024Q4: 60,330 shares; 2025Q1: 71,418 shares; 2025Q2: 75,230 shares; 2025Q3: 70,300 shares; 2025Q4: 86,545 shares; 2026Q1: 91,555 shares; 2026Q2: 122,530 shares 122,530 $2.95M 0.41% +30,975 Timeline BSCQ 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: 174,420 shares; 2024Q4: 192,758 shares; 2025Q1: 204,715 shares; 2025Q2: 207,372 shares; 2025Q3: 192,633 shares; 2025Q4: 196,655 shares; 2026Q1: 176,807 shares; 2026Q2: 150,867 shares 150,867 $2.95M 0.41% -25,940 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: 12,704 shares 12,704 $2.84M 0.39% new 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: 22,222 shares; 2024Q4: 22,820 shares; 2025Q1: 25,351 shares; 2025Q2: 27,970 shares; 2025Q3: 27,767 shares; 2025Q4: 23,937 shares; 2026Q1: 17,137 shares; 2026Q2: 17,614 shares 17,614 $2.67M 0.37% +477 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: 17,515 shares; 2024Q4: 16,980 shares; 2025Q1: 16,977 shares; 2025Q2: 15,017 shares; 2025Q3: 14,479 shares; 2025Q4: 15,302 shares; 2026Q1: 15,162 shares; 2026Q2: 15,597 shares 15,597 $2.59M 0.36% +435 Timeline CHWY CHEWY INC More: the full row for CHEWY 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: 124,588 shares 124,588 $2.45M 0.34% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,395 shares; 2024Q4: 18,345 shares; 2025Q1: 18,535 shares; 2025Q2: 23,310 shares; 2025Q3: 23,535 shares; 2025Q4: 23,135 shares; 2026Q1: 22,885 shares; 2026Q2: 22,585 shares 22,585 $2.42M 0.33% -300 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: not reported; 2025Q1: not reported; 2025Q2: 33,195 shares; 2025Q3: 58,047 shares; 2025Q4: 91,362 shares; 2026Q1: 127,603 shares; 2026Q2: 145,019 shares 145,019 $2.38M 0.33% +17,416 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: not reported; 2024Q4: not reported; 2025Q1: 10,921 shares; 2025Q2: 23,377 shares; 2025Q3: 26,249 shares; 2025Q4: 24,797 shares; 2026Q1: 12,553 shares; 2026Q2: 8,861 shares 8,861 $2.27M 0.31% -3,692 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: 3,497 shares; 2024Q4: 3,492 shares; 2025Q1: 5,096 shares; 2025Q2: 4,706 shares; 2025Q3: 4,477 shares; 2025Q4: 4,510 shares; 2026Q1: 4,431 shares; 2026Q2: 4,463 shares 4,463 $2.23M 0.31% +32 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,708 shares; 2024Q4: 50,878 shares; 2025Q1: 53,091 shares; 2025Q2: 59,062 shares; 2025Q3: 63,537 shares; 2025Q4: 66,045 shares; 2026Q1: 65,845 shares; 2026Q2: 64,135 shares 64,135 $2.23M 0.31% -1,710 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,523 shares; 2025Q4: 17,394 shares; 2026Q1: 14,593 shares; 2026Q2: 13,353 shares 13,353 $2.09M 0.29% -1,240 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,879 shares; 2024Q4: 9,303 shares; 2025Q1: 10,278 shares; 2025Q2: 10,080 shares; 2025Q3: 10,545 shares; 2025Q4: 10,535 shares; 2026Q1: 10,001 shares; 2026Q2: 5,748 shares 5,748 $1.95M 0.27% -4,253 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,564 shares; 2025Q2: 49,150 shares; 2025Q3: 42,157 shares; 2025Q4: 39,101 shares; 2026Q1: 35,302 shares; 2026Q2: 33,076 shares 33,076 $1.87M 0.26% -2,226 Timeline EQAL 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: 32,533 shares; 2024Q4: 29,632 shares; 2025Q1: 27,006 shares; 2025Q2: 27,096 shares; 2025Q3: 26,409 shares; 2025Q4: 26,785 shares; 2026Q1: 27,265 shares; 2026Q2: 26,829 shares 26,829 $1.59M 0.22% -436 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 18,986 shares; 2026Q2: 22,635 shares 22,635 $1.42M 0.2% +3,649 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: 1,335 shares; 2024Q4: 1,235 shares; 2025Q1: 1,455 shares; 2025Q2: 1,461 shares; 2025Q3: 1,461 shares; 2025Q4: 17,160 shares; 2026Q1: 18,539 shares; 2026Q2: 19,646 shares 19,646 $1.4M 0.19% +1,107 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,755 shares; 2024Q4: 10,755 shares; 2025Q1: 10,805 shares; 2025Q2: 11,195 shares; 2025Q3: 11,075 shares; 2025Q4: 10,685 shares; 2026Q1: 10,335 shares; 2026Q2: 10,610 shares 10,610 $1.37M 0.19% +275 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: 3,575 shares; 2025Q1: 3,945 shares; 2025Q2: 3,910 shares; 2025Q3: 4,280 shares; 2025Q4: 5,125 shares; 2026Q1: 5,785 shares; 2026Q2: 5,665 shares 5,665 $1.17M 0.16% -120 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: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,895 shares; 2025Q4: 2,788 shares; 2026Q1: 3,278 shares; 2026Q2: 3,378 shares 3,378 $1.16M 0.16% +100 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,297 shares; 2024Q4: 4,425 shares; 2025Q1: 4,427 shares; 2025Q2: 4,392 shares; 2025Q3: 3,970 shares; 2025Q4: 3,810 shares; 2026Q1: 3,750 shares; 2026Q2: 3,675 shares 3,675 $1.1M 0.15% -75 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,824 shares; 2024Q4: 17,077 shares; 2025Q1: 17,400 shares; 2025Q2: 21,620 shares; 2025Q3: 19,470 shares; 2025Q4: 14,300 shares; 2026Q1: 13,170 shares; 2026Q2: 12,175 shares 12,175 $1.07M 0.15% -995 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: 514,445 shares; 2024Q4: 413,580 shares; 2025Q1: 296,815 shares; 2025Q2: 90,185 shares; 2025Q3: 82,545 shares; 2025Q4: 82,295 shares; 2026Q1: 80,525 shares; 2026Q2: 76,210 shares 76,210 $1.06M 0.15% -4,315 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,730 shares; 2024Q4: 43,175 shares; 2025Q1: 21,200 shares; 2025Q2: 17,515 shares; 2025Q3: 11,135 shares; 2025Q4: 13,700 shares; 2026Q1: 14,810 shares; 2026Q2: 14,120 shares 14,120 $1.05M 0.14% -690 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: 5,775 shares; 2024Q4: 6,005 shares; 2025Q1: 6,250 shares; 2025Q2: 6,460 shares; 2025Q3: 6,467 shares; 2025Q4: 6,742 shares; 2026Q1: 7,024 shares; 2026Q2: 7,324 shares 7,324 $1.05M 0.14% +300 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,870 shares; 2025Q1: 3,085 shares; 2025Q2: 3,085 shares; 2025Q3: 3,055 shares; 2025Q4: 3,020 shares; 2026Q1: 3,052 shares; 2026Q2: 3,039 shares 3,039 $1.02M 0.14% -13 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: 1,354 shares; 2024Q4: 582 shares; 2025Q1: 552 shares; 2025Q2: 527 shares; 2025Q3: not reported; 2025Q4: 594 shares; 2026Q1: 549 shares; 2026Q2: 2,409 shares 2,409 $958K 0.13% +1,860 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,067 shares; 2024Q4: 15,927 shares; 2025Q1: 14,553 shares; 2025Q2: 14,809 shares; 2025Q3: 14,469 shares; 2025Q4: 14,667 shares; 2026Q1: 14,271 shares; 2026Q2: 13,852 shares 13,852 $893K 0.12% -419 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,312 shares; 2024Q4: 6,152 shares; 2025Q1: 6,507 shares; 2025Q2: 7,232 shares; 2025Q3: 11,560 shares; 2025Q4: 12,600 shares; 2026Q1: 14,120 shares; 2026Q2: 16,365 shares 16,365 $893K 0.12% +2,245 Timeline LMNR LIMONEIRA CO More: the full row for LIMONEIRA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,010 shares; 2024Q4: 60,010 shares; 2025Q1: 60,010 shares; 2025Q2: 60,010 shares; 2025Q3: 60,010 shares; 2025Q4: 60,010 shares; 2026Q1: 60,010 shares; 2026Q2: 60,010 shares 60,010 $788K 0.11% 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: 5,208 shares 5,208 $786K 0.11% new 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: 61,674 shares; 2024Q4: 57,921 shares; 2025Q1: 56,611 shares; 2025Q2: 48,184 shares; 2025Q3: 44,979 shares; 2025Q4: 45,729 shares; 2026Q1: 44,129 shares; 2026Q2: 36,349 shares 36,349 $752K 0.1% -7,780 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,826 shares; 2026Q2: 3,826 shares 3,826 $725K 0.1% 0 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: 45,631 shares; 2024Q4: 40,956 shares; 2025Q1: 37,806 shares; 2025Q2: 25,840 shares; 2025Q3: 19,109 shares; 2025Q4: 14,122 shares; 2026Q1: 12,212 shares; 2026Q2: 12,212 shares 12,212 $704K 0.1% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,787 shares; 2025Q2: 9,717 shares; 2025Q3: 9,717 shares; 2025Q4: 9,532 shares; 2026Q1: 9,124 shares; 2026Q2: 9,124 shares 9,124 $689K 0.09% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,678 shares; 2025Q2: 3,960 shares; 2025Q3: 3,760 shares; 2025Q4: 5,017 shares; 2026Q1: 4,784 shares; 2026Q2: 4,784 shares 4,784 $679K 0.09% 0 Timeline FRVO FERVO ENERGY CO More: the full row for FERVO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,460 shares 22,460 $657K 0.09% new Timeline VEU 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: 5,816 shares; 2026Q1: 9,147 shares; 2026Q2: 7,647 shares 7,647 $640K 0.09% -1,500 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: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $560K 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: 785 shares; 2024Q4: 705 shares; 2025Q1: 1,029 shares; 2025Q2: 1,032 shares; 2025Q3: 1,404 shares; 2025Q4: 1,352 shares; 2026Q1: 1,355 shares; 2026Q2: 1,303 shares 1,303 $548K 0.08% -52 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: 5,897 shares; 2024Q4: 6,425 shares; 2025Q1: 5,942 shares; 2025Q2: 5,815 shares; 2025Q3: 5,860 shares; 2025Q4: 4,099 shares; 2026Q1: 834 shares; 2026Q2: 834 shares 834 $529K 0.07% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 948 shares; 2025Q3: 1,068 shares; 2025Q4: 1,193 shares; 2026Q1: 1,185 shares; 2026Q2: 1,103 shares 1,103 $527K 0.07% -82 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 210 shares; 2026Q2: 285 shares 285 $484K 0.07% +75 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,140 shares; 2024Q4: 4,227 shares; 2025Q1: 4,500 shares; 2025Q2: 4,800 shares; 2025Q3: 3,585 shares; 2025Q4: 3,370 shares; 2026Q1: 3,525 shares; 2026Q2: 3,220 shares 3,220 $461K 0.06% -305 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: not reported; 2024Q4: not reported; 2025Q1: 866 shares; 2025Q2: 891 shares; 2025Q3: 798 shares; 2025Q4: 898 shares; 2026Q1: 791 shares; 2026Q2: 743 shares 743 $419K 0.06% -48 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: 2,150 shares; 2025Q1: 2,150 shares; 2025Q2: 2,120 shares; 2025Q3: 5,085 shares; 2025Q4: 3,610 shares; 2026Q1: 3,610 shares; 2026Q2: 3,630 shares 3,630 $414K 0.06% +20 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: 2,600 shares; 2024Q4: 2,361 shares; 2025Q1: 2,271 shares; 2025Q2: 2,284 shares; 2025Q3: 2,246 shares; 2025Q4: 2,283 shares; 2026Q1: 2,168 shares; 2026Q2: 2,131 shares 2,131 $405K 0.06% -37 Timeline BSJW 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: not reported; 2026Q2: 15,880 shares 15,880 $402K 0.06% new 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: 778 shares; 2024Q4: 796 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 788 shares 788 $401K 0.06% -104 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: 19,979 shares; 2025Q2: 7,904 shares; 2025Q3: 7,904 shares; 2025Q4: 9,443 shares; 2026Q1: 9,054 shares; 2026Q2: 8,654 shares 8,654 $395K 0.05% -400 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,488 shares; 2025Q1: 2,213 shares; 2025Q2: 2,237 shares; 2025Q3: 2,187 shares; 2025Q4: 2,248 shares; 2026Q1: 2,280 shares; 2026Q2: 2,249 shares 2,249 $375K 0.05% -31 Timeline LRGF 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: 5,761 shares; 2025Q2: 5,475 shares; 2025Q3: 5,375 shares; 2025Q4: 5,375 shares; 2026Q1: 5,375 shares; 2026Q2: 4,889 shares 4,889 $370K 0.05% -486 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,736 shares; 2024Q4: 3,452 shares; 2025Q1: 3,437 shares; 2025Q2: 3,456 shares; 2025Q3: 3,353 shares; 2025Q4: 6,935 shares; 2026Q1: 7,189 shares; 2026Q2: 7,068 shares 7,068 $359K 0.05% -121 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,353 shares; 2024Q4: 7,480 shares; 2025Q1: 6,504 shares; 2025Q2: 6,576 shares; 2025Q3: 6,357 shares; 2025Q4: 6,595 shares; 2026Q1: 6,441 shares; 2026Q2: 6,484 shares 6,484 $348K 0.05% +43 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: not reported; 2024Q4: not reported; 2025Q1: 2,365 shares; 2025Q2: 2,015 shares; 2025Q3: 1,965 shares; 2025Q4: 2,870 shares; 2026Q1: 2,555 shares; 2026Q2: 2,305 shares 2,305 $338K 0.05% -250 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: 27,461 shares; 2024Q4: 25,556 shares; 2025Q1: 31,975 shares; 2025Q2: 34,012 shares; 2025Q3: 23,253 shares; 2025Q4: 22,239 shares; 2026Q1: 23,881 shares; 2026Q2: 4,615 shares 4,615 $332K 0.05% -19,266 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 956 shares; 2025Q2: 940 shares; 2025Q3: 679 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 643 shares 643 $330K 0.05% 0 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: 2,060 shares; 2025Q2: 1,872 shares; 2025Q3: 1,844 shares; 2025Q4: 1,749 shares; 2026Q1: 1,765 shares; 2026Q2: 1,765 shares 1,765 $319K 0.04% 0 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: not reported; 2026Q2: 15,000 shares 15,000 $308K 0.04% new 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: 3,765 shares; 2024Q4: 3,645 shares; 2025Q1: 3,170 shares; 2025Q2: 3,000 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 3,015 shares; 2026Q2: 2,937 shares 2,937 $300K 0.04% -78 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,382 shares; 2025Q2: not reported; 2025Q3: 1,807 shares; 2025Q4: 1,807 shares; 2026Q1: 1,837 shares; 2026Q2: 1,625 shares 1,625 $287K 0.04% -212 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,728 shares; 2024Q4: 18,340 shares; 2025Q1: 16,245 shares; 2025Q2: 8,502 shares; 2025Q3: 6,259 shares; 2025Q4: 5,785 shares; 2026Q1: 4,235 shares; 2026Q2: 3,810 shares 3,810 $286K 0.04% -425 Timeline QUIK QUICKLOGIC CORP More: the full row for QUICKLOGIC 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: 40,862 shares; 2025Q4: 29,862 shares; 2026Q1: 18,000 shares; 2026Q2: 14,000 shares 14,000 $280K 0.04% -4,000 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 360 shares; 2025Q4: 399 shares; 2026Q1: 448 shares; 2026Q2: 379 shares 379 $279K 0.04% -69 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: 1,279 shares; 2024Q4: 570 shares; 2025Q1: 577 shares; 2025Q2: 577 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,913 shares; 2026Q2: 743 shares 743 $279K 0.04% -1,170 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,735 shares; 2025Q2: 1,612 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 922 shares 922 $275K 0.04% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,982 shares; 2024Q4: 2,687 shares; 2025Q1: 1,412 shares; 2025Q2: 2,612 shares; 2025Q3: 2,502 shares; 2025Q4: 1,182 shares; 2026Q1: 1,252 shares; 2026Q2: 1,267 shares 1,267 $274K 0.04% +15 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,123 shares; 2024Q4: 7,006 shares; 2025Q1: 6,959 shares; 2025Q2: 5,813 shares; 2025Q3: 5,465 shares; 2025Q4: 3,644 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $268K 0.04% 0 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: not reported; 2024Q4: 3,399 shares; 2025Q1: 3,399 shares; 2025Q2: 3,467 shares; 2025Q3: 3,468 shares; 2025Q4: 3,468 shares; 2026Q1: 3,468 shares; 2026Q2: 3,195 shares 3,195 $264K 0.04% -273 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,535 shares 1,535 $262K 0.04% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,973 shares; 2025Q4: 4,973 shares; 2026Q1: 4,973 shares; 2026Q2: 4,973 shares 4,973 $245K 0.03% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; 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: 5,709 shares 5,709 $242K 0.03% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,357 shares 2,357 $236K 0.03% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares; 2026Q1: 5,207 shares; 2026Q2: 5,207 shares 5,207 $232K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 208 shares 208 $221K 0.03% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,656 shares 3,656 $208K 0.03% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,625 shares; 2025Q2: 3,787 shares; 2025Q3: 3,574 shares; 2025Q4: 4,993 shares; 2026Q1: not reported; 2026Q2: 4,851 shares 4,851 $207K 0.03% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 560 shares; 2026Q1: 585 shares; 2026Q2: 560 shares 560 $206K 0.03% -25 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: not reported; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $204K 0.03% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 540 shares; 2025Q1: 877 shares; 2025Q2: 832 shares; 2025Q3: 647 shares; 2025Q4: 627 shares; 2026Q1: not reported; 2026Q2: 570 shares 570 $201K 0.03% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,816 shares; 2025Q1: 12,816 shares; 2025Q2: 12,816 shares; 2025Q3: 12,816 shares; 2025Q4: 12,816 shares; 2026Q1: 12,816 shares; 2026Q2: 12,816 shares 12,816 $101K 0.01% 0 Timeline VRME VERIFYME INC More: the full row for VERIFYME INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 130,000 shares; 2025Q2: 126,675 shares; 2025Q3: 126,675 shares; 2025Q4: 126,675 shares; 2026Q1: 126,675 shares; 2026Q2: 126,675 shares 126,675 $77.8K 0.01% 0 Timeline VUZI VUZIX CORP More: the full row for VUZIX 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $29K <0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI 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: 14,500 shares; 2026Q2: 14,500 shares 14,500 $5.08K <0.01% 0 Timeline