NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,869 shares; 2024Q4: 270,187 shares; 2025Q1: 226,514 shares; 2025Q2: 378,426 shares; 2025Q3: 388,752 shares; 2025Q4: 422,676 shares; 2026Q1: 474,211 shares; 2026Q2: 506,039 shares 506,039 $101M 5.84% +31,828 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,290 shares; 2024Q4: 164,300 shares; 2025Q1: 181,230 shares; 2025Q2: 198,004 shares; 2025Q3: 196,720 shares; 2025Q4: 221,573 shares; 2026Q1: 226,255 shares; 2026Q2: 226,152 shares 226,152 $84.4M 4.87% -103 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: 209,065 shares; 2024Q4: 240,664 shares; 2025Q1: 248,701 shares; 2025Q2: 291,353 shares; 2025Q3: 285,736 shares; 2025Q4: 257,904 shares; 2026Q1: 267,577 shares; 2026Q2: 254,423 shares 254,423 $73.6M 4.25% -13,154 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,899 shares; 2024Q4: 262,577 shares; 2025Q1: 601,121 shares; 2025Q2: 693,558 shares; 2025Q3: 761,778 shares; 2025Q4: 904,116 shares; 2026Q1: 817,815 shares; 2026Q2: 870,986 shares 870,986 $63.9M 3.69% +53,171 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: 122,716 shares; 2024Q4: 122,704 shares; 2025Q1: 131,379 shares; 2025Q2: 201,454 shares; 2025Q3: 160,303 shares; 2025Q4: 190,580 shares; 2026Q1: 174,140 shares; 2026Q2: 166,333 shares 166,333 $39.6M 2.29% -7,807 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: 44,135 shares; 2024Q4: 44,930 shares; 2025Q1: 45,361 shares; 2025Q2: 50,918 shares; 2025Q3: 52,113 shares; 2025Q4: 51,156 shares; 2026Q1: 47,660 shares; 2026Q2: 46,281 shares 46,281 $34.7M 2% -1,379 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: 30,309 shares; 2024Q4: 32,282 shares; 2025Q1: 54,927 shares; 2025Q2: 36,059 shares; 2025Q3: 33,830 shares; 2025Q4: 38,672 shares; 2026Q1: 72,104 shares; 2026Q2: 40,543 shares 40,543 $30.3M 1.75% -31,561 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: 86,135 shares; 2024Q4: 75,356 shares; 2025Q1: 86,237 shares; 2025Q2: 104,390 shares; 2025Q3: 84,354 shares; 2025Q4: 96,467 shares; 2026Q1: 76,504 shares; 2026Q2: 78,479 shares 78,479 $28M 1.62% +1,975 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: 241,299 shares; 2024Q4: 522,456 shares; 2025Q1: 589,072 shares; 2025Q2: 657,324 shares; 2025Q3: 725,890 shares; 2025Q4: 767,512 shares; 2026Q1: 872,481 shares; 2026Q2: 963,932 shares 963,932 $26.7M 1.54% +91,451 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: 318,190 shares; 2024Q4: 312,247 shares; 2025Q1: 296,947 shares; 2025Q2: 299,143 shares; 2025Q3: 302,519 shares; 2025Q4: 298,133 shares; 2026Q1: 301,861 shares; 2026Q2: 299,852 shares 299,852 $23.1M 1.33% -2,009 Timeline JPST 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: 497,822 shares; 2024Q4: 487,038 shares; 2025Q1: 494,091 shares; 2025Q2: 487,444 shares; 2025Q3: 463,653 shares; 2025Q4: 427,796 shares; 2026Q1: 380,492 shares; 2026Q2: 374,519 shares 374,519 $18.9M 1.09% -5,973 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: 12,004 shares; 2024Q4: 25,658 shares; 2025Q1: 26,338 shares; 2025Q2: 42,428 shares; 2025Q3: 45,365 shares; 2025Q4: 45,798 shares; 2026Q1: 43,685 shares; 2026Q2: 42,742 shares 42,742 $18M 1.04% -943 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 280,539 shares; 2025Q2: 362,204 shares; 2025Q3: 405,365 shares; 2025Q4: 427,146 shares; 2026Q1: 471,473 shares; 2026Q2: 514,017 shares 514,017 $16.7M 0.96% +42,544 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,905 shares; 2024Q4: 14,041 shares; 2025Q1: 10,507 shares; 2025Q2: 11,081 shares; 2025Q3: 11,444 shares; 2025Q4: 13,928 shares; 2026Q1: 20,591 shares; 2026Q2: 44,388 shares 44,388 $16.4M 0.95% +23,797 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: 38,072 shares; 2024Q4: 32,771 shares; 2025Q1: 23,110 shares; 2025Q2: 26,111 shares; 2025Q3: 26,430 shares; 2025Q4: 26,044 shares; 2026Q1: 21,835 shares; 2026Q2: 22,415 shares 22,415 $16.2M 0.93% +580 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: 24,533 shares; 2024Q4: 22,928 shares; 2025Q1: 37,976 shares; 2025Q2: 17,945 shares; 2025Q3: 18,071 shares; 2025Q4: 21,443 shares; 2026Q1: 22,567 shares; 2026Q2: 21,594 shares 21,594 $15.9M 0.92% -973 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: 11,318 shares; 2024Q4: 11,313 shares; 2025Q1: 11,577 shares; 2025Q2: 12,501 shares; 2025Q3: 13,511 shares; 2025Q4: 18,814 shares; 2026Q1: 19,313 shares; 2026Q2: 23,087 shares 23,087 $15.9M 0.91% +3,774 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: 2,808 shares; 2024Q4: 2,950 shares; 2025Q1: 5,175 shares; 2025Q2: 4,975 shares; 2025Q3: 5,153 shares; 2025Q4: 4,555 shares; 2026Q1: 5,261 shares; 2026Q2: 13,711 shares 13,711 $15.8M 0.91% +8,450 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: 21,462 shares; 2024Q4: 20,724 shares; 2025Q1: 20,596 shares; 2025Q2: 24,181 shares; 2025Q3: 27,003 shares; 2025Q4: 24,469 shares; 2026Q1: 25,855 shares; 2026Q2: 26,836 shares 26,836 $15.1M 0.87% +981 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: 38,849 shares; 2024Q4: 42,567 shares; 2025Q1: 43,261 shares; 2025Q2: 65,491 shares; 2025Q3: 53,548 shares; 2025Q4: 30,171 shares; 2026Q1: 31,577 shares; 2026Q2: 36,470 shares 36,470 $13.8M 0.79% +4,893 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: 18,296 shares; 2024Q4: 21,444 shares; 2025Q1: 21,028 shares; 2025Q2: 27,465 shares; 2025Q3: 28,726 shares; 2025Q4: 28,144 shares; 2026Q1: 30,232 shares; 2026Q2: 31,654 shares 31,654 $13.2M 0.76% +1,422 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: 1,562 shares; 2024Q4: 15,416 shares; 2025Q1: 15,220 shares; 2025Q2: 16,052 shares; 2025Q3: 47,080 shares; 2025Q4: 66,390 shares; 2026Q1: 124,167 shares; 2026Q2: 129,962 shares 129,962 $12.8M 0.74% +5,795 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: 37,577 shares; 2024Q4: 35,980 shares; 2025Q1: 54,364 shares; 2025Q2: 54,227 shares; 2025Q3: 56,150 shares; 2025Q4: 58,690 shares; 2026Q1: 48,328 shares; 2026Q2: 49,990 shares 49,990 $12.7M 0.73% +1,662 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,701 shares; 2024Q4: 130,929 shares; 2025Q1: 145,112 shares; 2025Q2: 159,522 shares; 2025Q3: 174,742 shares; 2025Q4: 180,146 shares; 2026Q1: 197,406 shares; 2026Q2: 204,645 shares 204,645 $12.2M 0.7% +7,239 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: 20,720 shares; 2024Q4: 27,543 shares; 2025Q1: 28,187 shares; 2025Q2: 29,419 shares; 2025Q3: 30,303 shares; 2025Q4: 34,585 shares; 2026Q1: 34,483 shares; 2026Q2: 34,481 shares 34,481 $12.2M 0.7% -2 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,654 shares; 2024Q4: 139,096 shares; 2025Q1: 141,035 shares; 2025Q2: 148,313 shares; 2025Q3: 156,652 shares; 2025Q4: 165,963 shares; 2026Q1: 177,498 shares; 2026Q2: 192,731 shares 192,731 $11.9M 0.69% +15,233 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: 70,756 shares; 2024Q4: 79,500 shares; 2025Q1: 82,015 shares; 2025Q2: 70,725 shares; 2025Q3: 72,901 shares; 2025Q4: 75,469 shares; 2026Q1: 76,393 shares; 2026Q2: 71,868 shares 71,868 $11.9M 0.69% -4,525 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: 32,266 shares; 2024Q4: 33,270 shares; 2025Q1: 41,976 shares; 2025Q2: 36,742 shares; 2025Q3: 30,279 shares; 2025Q4: 32,099 shares; 2026Q1: 32,620 shares; 2026Q2: 36,052 shares 36,052 $11.8M 0.68% +3,432 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: 112,424 shares; 2024Q4: 116,370 shares; 2025Q1: 114,333 shares; 2025Q2: 113,719 shares; 2025Q3: 79,427 shares; 2025Q4: 82,949 shares; 2026Q1: 77,379 shares; 2026Q2: 81,601 shares 81,601 $11.4M 0.66% +4,222 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,562 shares; 2024Q4: 12,562 shares; 2025Q1: 12,562 shares; 2025Q2: 12,523 shares; 2025Q3: 10,645 shares; 2025Q4: 9,821 shares; 2026Q1: 9,821 shares; 2026Q2: 413,361 shares 413,361 $11.4M 0.66% +403,540 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,524 shares; 2024Q4: 62,353 shares; 2025Q1: 62,256 shares; 2025Q2: 66,576 shares; 2025Q3: 69,653 shares; 2025Q4: 73,120 shares; 2026Q1: 76,657 shares; 2026Q2: 81,719 shares 81,719 $11.2M 0.65% +5,062 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: 17,105 shares; 2024Q4: 55,343 shares; 2025Q1: 29,259 shares; 2025Q2: 31,773 shares; 2025Q3: 33,241 shares; 2025Q4: 27,034 shares; 2026Q1: 21,391 shares; 2026Q2: 23,127 shares 23,127 $11M 0.64% +1,736 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,301 shares; 2024Q4: 182,521 shares; 2025Q1: 179,337 shares; 2025Q2: 158,775 shares; 2025Q3: 171,199 shares; 2025Q4: 184,381 shares; 2026Q1: 192,233 shares; 2026Q2: 199,679 shares 199,679 $10.8M 0.62% +7,446 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: 1,795 shares; 2024Q4: 2,449 shares; 2025Q1: 2,349 shares; 2025Q2: 2,941 shares; 2025Q3: 3,114 shares; 2025Q4: 3,341 shares; 2026Q1: 8,440 shares; 2026Q2: 9,182 shares 9,182 $10.8M 0.62% +742 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: 2,376 shares; 2024Q4: 2,332 shares; 2025Q1: 17,860 shares; 2025Q2: 18,557 shares; 2025Q3: 24,902 shares; 2025Q4: 25,949 shares; 2026Q1: 27,252 shares; 2026Q2: 29,172 shares 29,172 $10.6M 0.61% +1,920 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: 97,566 shares; 2024Q4: 99,975 shares; 2025Q1: 101,002 shares; 2025Q2: 106,853 shares; 2025Q3: 109,709 shares; 2025Q4: 115,588 shares; 2026Q1: 120,616 shares; 2026Q2: 128,935 shares 128,935 $10.5M 0.6% +8,319 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: 67,746 shares; 2024Q4: 66,645 shares; 2025Q1: 64,816 shares; 2025Q2: 64,901 shares; 2025Q3: 65,891 shares; 2025Q4: 72,758 shares; 2026Q1: 70,793 shares; 2026Q2: 70,134 shares 70,134 $10.4M 0.6% -659 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: 9,776 shares; 2024Q4: 13,935 shares; 2025Q1: 19,726 shares; 2025Q2: 19,555 shares; 2025Q3: 19,247 shares; 2025Q4: 19,758 shares; 2026Q1: 19,650 shares; 2026Q2: 20,390 shares 20,390 $10.4M 0.6% +740 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: 88,110 shares; 2024Q4: 86,199 shares; 2025Q1: 88,535 shares; 2025Q2: 93,222 shares; 2025Q3: 97,390 shares; 2025Q4: 102,027 shares; 2026Q1: 124,532 shares; 2026Q2: 132,646 shares 132,646 $10.4M 0.6% +8,114 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: 55,902 shares; 2024Q4: 58,117 shares; 2025Q1: 63,232 shares; 2025Q2: 61,259 shares; 2025Q3: 68,876 shares; 2025Q4: 68,872 shares; 2026Q1: 73,214 shares; 2026Q2: 75,057 shares 75,057 $10.3M 0.6% +1,843 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: 1,401 shares; 2024Q4: 1,629 shares; 2025Q1: 1,578 shares; 2025Q2: 2,043 shares; 2025Q3: 2,170 shares; 2025Q4: 2,173 shares; 2026Q1: 9,107 shares; 2026Q2: 9,392 shares 9,392 $10M 0.58% +285 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: 44,339 shares; 2024Q4: 42,028 shares; 2025Q1: 45,992 shares; 2025Q2: 43,270 shares; 2025Q3: 45,204 shares; 2025Q4: 47,056 shares; 2026Q1: 48,166 shares; 2026Q2: 55,484 shares 55,484 $9.73M 0.56% +7,318 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,288 shares; 2024Q4: 120,710 shares; 2025Q1: 132,232 shares; 2025Q2: 140,546 shares; 2025Q3: 146,469 shares; 2025Q4: 151,125 shares; 2026Q1: 96,833 shares; 2026Q2: 102,427 shares 102,427 $9.72M 0.56% +5,594 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,406 shares; 2024Q4: 35,068 shares; 2025Q1: 36,870 shares; 2025Q2: 39,057 shares; 2025Q3: 40,581 shares; 2025Q4: 44,156 shares; 2026Q1: 53,643 shares; 2026Q2: 58,660 shares 58,660 $9.59M 0.55% +5,017 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: 5,831 shares; 2024Q4: 5,889 shares; 2025Q1: 5,444 shares; 2025Q2: 6,128 shares; 2025Q3: 41,479 shares; 2025Q4: 59,515 shares; 2026Q1: 66,342 shares; 2026Q2: 70,806 shares 70,806 $9.59M 0.55% +4,464 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,324 shares; 2024Q4: 45,932 shares; 2025Q1: 93,130 shares; 2025Q2: 97,507 shares; 2025Q3: 121,885 shares; 2025Q4: 115,484 shares; 2026Q1: 130,093 shares; 2026Q2: 138,790 shares 138,790 $9.43M 0.54% +8,697 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: 33,705 shares; 2024Q4: 34,506 shares; 2025Q1: 33,756 shares; 2025Q2: 37,196 shares; 2025Q3: 49,751 shares; 2025Q4: 50,852 shares; 2026Q1: 61,922 shares; 2026Q2: 64,039 shares 64,039 $9.39M 0.54% +2,117 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,514 shares; 2024Q4: 95,995 shares; 2025Q1: 82,598 shares; 2025Q2: 87,432 shares; 2025Q3: 91,375 shares; 2025Q4: 95,040 shares; 2026Q1: 97,558 shares; 2026Q2: 80,942 shares 80,942 $9.3M 0.54% -16,616 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: 47,458 shares; 2024Q4: 20,636 shares; 2025Q1: 20,348 shares; 2025Q2: 22,258 shares; 2025Q3: 21,981 shares; 2025Q4: 34,077 shares; 2026Q1: 33,669 shares; 2026Q2: 35,875 shares 35,875 $9.03M 0.52% +2,206 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: not reported; 2024Q4: 5,625 shares; 2025Q1: 2,501 shares; 2025Q2: 4,199 shares; 2025Q3: 4,186 shares; 2025Q4: 4,300 shares; 2026Q1: 4,259 shares; 2026Q2: 4,466 shares 4,466 $8.89M 0.51% +207 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: 175,460 shares; 2024Q4: 155,006 shares; 2025Q1: 241,379 shares; 2025Q2: 197,538 shares; 2025Q3: 205,688 shares; 2025Q4: 209,756 shares; 2026Q1: 192,158 shares; 2026Q2: 205,551 shares 205,551 $8.7M 0.5% +13,393 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,136 shares; 2024Q4: 72,601 shares; 2025Q1: 82,044 shares; 2025Q2: 89,247 shares; 2025Q3: 93,006 shares; 2025Q4: 97,638 shares; 2026Q1: 105,004 shares; 2026Q2: 118,065 shares 118,065 $8.53M 0.49% +13,061 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: 40,017 shares; 2024Q4: 24,694 shares; 2025Q1: 27,760 shares; 2025Q2: 27,259 shares; 2025Q3: 31,346 shares; 2025Q4: 34,027 shares; 2026Q1: 35,708 shares; 2026Q2: 37,361 shares 37,361 $8.48M 0.49% +1,653 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,010 shares; 2024Q4: 39,973 shares; 2025Q1: 41,718 shares; 2025Q2: 141,356 shares; 2025Q3: 186,357 shares; 2025Q4: 202,466 shares; 2026Q1: 219,570 shares; 2026Q2: 201,634 shares 201,634 $8.28M 0.48% -17,936 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,934 shares; 2024Q4: 39,681 shares; 2025Q1: 43,037 shares; 2025Q2: 45,880 shares; 2025Q3: 47,844 shares; 2025Q4: 49,757 shares; 2026Q1: 54,987 shares; 2026Q2: 69,906 shares 69,906 $8.25M 0.48% +14,919 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,030 shares; 2024Q4: 164,010 shares; 2025Q1: 160,704 shares; 2025Q2: 152,986 shares; 2025Q3: 140,558 shares; 2025Q4: 143,833 shares; 2026Q1: 150,611 shares; 2026Q2: 161,978 shares 161,978 $8.19M 0.47% +11,367 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: 12,930 shares; 2024Q4: 10,846 shares; 2025Q1: 11,317 shares; 2025Q2: 13,523 shares; 2025Q3: 14,774 shares; 2025Q4: 15,124 shares; 2026Q1: 17,696 shares; 2026Q2: 68,204 shares 68,204 $8.01M 0.46% +50,508 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 86,299 shares; 2026Q2: 184,365 shares 184,365 $7.99M 0.46% +98,066 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,431 shares; 2024Q4: 31,576 shares; 2025Q1: 31,671 shares; 2025Q2: 31,936 shares; 2025Q3: 31,990 shares; 2025Q4: 34,166 shares; 2026Q1: 34,620 shares; 2026Q2: 32,451 shares 32,451 $7.96M 0.46% -2,169 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,580 shares; 2024Q4: 31,603 shares; 2025Q1: 37,085 shares; 2025Q2: 41,926 shares; 2025Q3: 60,852 shares; 2025Q4: 63,447 shares; 2026Q1: 69,845 shares; 2026Q2: 73,615 shares 73,615 $7.91M 0.46% +3,770 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 753,533 shares; 2025Q1: not reported; 2025Q2: 8,046 shares; 2025Q3: 15,241 shares; 2025Q4: 401,145 shares; 2026Q1: 339,685 shares; 2026Q2: 296,887 shares 296,887 $7.8M 0.45% -42,798 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,345 shares; 2025Q1: 20,287 shares; 2025Q2: 40,428 shares; 2025Q3: 39,728 shares; 2025Q4: 35,349 shares; 2026Q1: 35,230 shares; 2026Q2: 45,713 shares 45,713 $7.77M 0.45% +10,483 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,734 shares; 2024Q4: 18,084 shares; 2025Q1: 12,109 shares; 2025Q2: 10,006 shares; 2025Q3: 9,760 shares; 2025Q4: 200,497 shares; 2026Q1: 203,547 shares; 2026Q2: 163,324 shares 163,324 $7.59M 0.44% -40,223 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: 10,581 shares; 2024Q4: 10,749 shares; 2025Q1: 10,432 shares; 2025Q2: 13,614 shares; 2025Q3: 14,575 shares; 2025Q4: 12,890 shares; 2026Q1: 12,218 shares; 2026Q2: 13,997 shares 13,997 $7M 0.4% +1,779 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,256 shares; 2024Q4: 4,005 shares; 2025Q1: 5,529 shares; 2025Q2: 4,487 shares; 2025Q3: 4,581 shares; 2025Q4: 6,326 shares; 2026Q1: 4,918 shares; 2026Q2: 5,809 shares 5,809 $6.97M 0.4% +891 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: 15,368 shares; 2024Q4: 15,413 shares; 2025Q1: 14,775 shares; 2025Q2: 15,615 shares; 2025Q3: 16,029 shares; 2025Q4: 17,926 shares; 2026Q1: 18,418 shares; 2026Q2: 19,136 shares 19,136 $6.78M 0.39% +718 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: 22,710 shares; 2024Q4: 19,165 shares; 2025Q1: 17,610 shares; 2025Q2: 18,745 shares; 2025Q3: 19,096 shares; 2025Q4: 20,148 shares; 2026Q1: 13,664 shares; 2026Q2: 19,297 shares 19,297 $6.62M 0.38% +5,633 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: 7,763 shares; 2024Q4: 17,177 shares; 2025Q1: 11,614 shares; 2025Q2: 7,953 shares; 2025Q3: 14,906 shares; 2025Q4: 26,660 shares; 2026Q1: 16,503 shares; 2026Q2: 51,866 shares 51,866 $6.45M 0.37% +35,363 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: 4,262 shares; 2024Q4: not reported; 2025Q1: 4,079 shares; 2025Q2: 4,372 shares; 2025Q3: 59,776 shares; 2025Q4: 77,928 shares; 2026Q1: 69,951 shares; 2026Q2: 114,039 shares 114,039 $6.44M 0.37% +44,088 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: 69,525 shares; 2024Q4: 69,890 shares; 2025Q1: 66,915 shares; 2025Q2: 31,615 shares; 2025Q3: 29,289 shares; 2025Q4: 31,520 shares; 2026Q1: 51,507 shares; 2026Q2: 46,293 shares 46,293 $6.33M 0.37% -5,214 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,454 shares; 2024Q4: 4,169 shares; 2025Q1: 8,106 shares; 2025Q2: 8,659 shares; 2025Q3: 8,825 shares; 2025Q4: 8,301 shares; 2026Q1: 8,162 shares; 2026Q2: 8,309 shares 8,309 $6.28M 0.36% +147 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: 15,830 shares; 2024Q4: 10,027 shares; 2025Q1: 37,376 shares; 2025Q2: 10,146 shares; 2025Q3: 47,011 shares; 2025Q4: 46,746 shares; 2026Q1: 47,359 shares; 2026Q2: 48,517 shares 48,517 $6.23M 0.36% +1,158 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,931 shares; 2024Q4: 23,210 shares; 2025Q1: 22,409 shares; 2025Q2: 23,181 shares; 2025Q3: 23,819 shares; 2025Q4: 25,079 shares; 2026Q1: 26,335 shares; 2026Q2: 27,851 shares 27,851 $6.23M 0.36% +1,516 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,538 shares; 2024Q4: 55,547 shares; 2025Q1: 55,547 shares; 2025Q2: 56,482 shares; 2025Q3: 54,341 shares; 2025Q4: 65,345 shares; 2026Q1: 65,175 shares; 2026Q2: 65,152 shares 65,152 $6.22M 0.36% -23 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: 24,508 shares; 2024Q4: 28,104 shares; 2025Q1: 26,868 shares; 2025Q2: 27,314 shares; 2025Q3: 28,155 shares; 2025Q4: 27,315 shares; 2026Q1: 28,298 shares; 2026Q2: 28,351 shares 28,351 $6.14M 0.35% +53 Timeline IVOO 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: 172,497 shares; 2024Q4: 156,273 shares; 2025Q1: 78,450 shares; 2025Q2: 61,679 shares; 2025Q3: 56,232 shares; 2025Q4: 54,672 shares; 2026Q1: 51,250 shares; 2026Q2: 46,703 shares 46,703 $6.09M 0.35% -4,547 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,049 shares; 2024Q4: 35,082 shares; 2025Q1: 37,096 shares; 2025Q2: 38,615 shares; 2025Q3: 38,684 shares; 2025Q4: 37,104 shares; 2026Q1: 36,972 shares; 2026Q2: 36,941 shares 36,941 $6.07M 0.35% -31 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: 8,067 shares; 2024Q4: 8,164 shares; 2025Q1: 17,626 shares; 2025Q2: 17,753 shares; 2025Q3: 17,734 shares; 2025Q4: 17,509 shares; 2026Q1: 17,530 shares; 2026Q2: 17,437 shares 17,437 $6M 0.35% -93 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: not reported; 2024Q4: 2,106 shares; 2025Q1: 1,875 shares; 2025Q2: 18,475 shares; 2025Q3: 21,876 shares; 2025Q4: 5,574 shares; 2026Q1: 56,799 shares; 2026Q2: 81,772 shares 81,772 $5.88M 0.34% +24,973 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 96,553 shares; 2025Q4: 154,563 shares; 2026Q1: 172,003 shares; 2026Q2: 273,003 shares 273,003 $5.77M 0.33% +101,000 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: 11,716 shares; 2024Q4: 13,782 shares; 2025Q1: 12,528 shares; 2025Q2: 19,802 shares; 2025Q3: 18,022 shares; 2025Q4: 25,949 shares; 2026Q1: 48,961 shares; 2026Q2: 50,617 shares 50,617 $5.73M 0.33% +1,656 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: not reported; 2024Q4: not reported; 2025Q1: 5,015 shares; 2025Q2: 5,650 shares; 2025Q3: 5,767 shares; 2025Q4: 6,002 shares; 2026Q1: 10,630 shares; 2026Q2: 10,892 shares 10,892 $5.55M 0.32% +262 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,383 shares; 2024Q4: 33,041 shares; 2025Q1: 36,419 shares; 2025Q2: 39,285 shares; 2025Q3: 41,493 shares; 2025Q4: 43,287 shares; 2026Q1: 45,246 shares; 2026Q2: 47,071 shares 47,071 $5.53M 0.32% +1,825 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,685 shares; 2024Q4: 117,383 shares; 2025Q1: 111,905 shares; 2025Q2: 112,067 shares; 2025Q3: 112,211 shares; 2025Q4: 107,585 shares; 2026Q1: 105,814 shares; 2026Q2: 105,959 shares 105,959 $5.47M 0.32% +145 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,879 shares; 2024Q4: 24,738 shares; 2025Q1: 55,106 shares; 2025Q2: 17,017 shares; 2025Q3: 15,296 shares; 2025Q4: 29,123 shares; 2026Q1: 27,675 shares; 2026Q2: 28,588 shares 28,588 $5.45M 0.31% +913 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,205 shares; 2025Q1: 3,928 shares; 2025Q2: 63,726 shares; 2025Q3: 65,287 shares; 2025Q4: 61,373 shares; 2026Q1: 59,624 shares; 2026Q2: 58,346 shares 58,346 $5.37M 0.31% -1,278 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: 2,748 shares; 2024Q4: 3,158 shares; 2025Q1: 3,332 shares; 2025Q2: 7,295 shares; 2025Q3: 4,393 shares; 2025Q4: 4,258 shares; 2026Q1: 4,664 shares; 2026Q2: 5,709 shares 5,709 $5.34M 0.31% +1,045 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147,842 shares; 2024Q4: 129,017 shares; 2025Q1: 122,271 shares; 2025Q2: 120,986 shares; 2025Q3: 107,925 shares; 2025Q4: 102,012 shares; 2026Q1: 102,012 shares; 2026Q2: 101,376 shares 101,376 $5.2M 0.3% -636 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: 28,049 shares; 2024Q4: 32,343 shares; 2025Q1: 31,422 shares; 2025Q2: 32,937 shares; 2025Q3: 27,408 shares; 2025Q4: 27,921 shares; 2026Q1: 30,480 shares; 2026Q2: 35,449 shares 35,449 $5.2M 0.3% +4,969 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: 9,325 shares; 2024Q4: 11,335 shares; 2025Q1: 61,695 shares; 2025Q2: 132,444 shares; 2025Q3: 136,054 shares; 2025Q4: 131,393 shares; 2026Q1: 198,962 shares; 2026Q2: 208,632 shares 208,632 $5.12M 0.3% +9,670 Timeline FCTR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,301 shares; 2024Q4: 185,975 shares; 2025Q1: 153,287 shares; 2025Q2: 147,325 shares; 2025Q3: 131,385 shares; 2025Q4: 125,822 shares; 2026Q1: 124,689 shares; 2026Q2: 124,249 shares 124,249 $5.07M 0.29% -440 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: 15,302 shares; 2024Q4: 15,879 shares; 2025Q1: 15,653 shares; 2025Q2: 24,245 shares; 2025Q3: 17,885 shares; 2025Q4: 19,011 shares; 2026Q1: 23,722 shares; 2026Q2: 21,373 shares 21,373 $4.98M 0.29% -2,349 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 38,692 shares; 2025Q3: 39,967 shares; 2025Q4: 33,408 shares; 2026Q1: 42,740 shares; 2026Q2: 44,083 shares 44,083 $4.97M 0.29% +1,343 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: 568 shares; 2024Q4: 615 shares; 2025Q1: 685 shares; 2025Q2: 707 shares; 2025Q3: 756 shares; 2025Q4: 46,294 shares; 2026Q1: 47,508 shares; 2026Q2: 49,338 shares 49,338 $4.9M 0.28% +1,830 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: 28,201 shares; 2024Q4: 10,166 shares; 2025Q1: 9,945 shares; 2025Q2: 10,683 shares; 2025Q3: 11,323 shares; 2025Q4: 11,583 shares; 2026Q1: 12,229 shares; 2026Q2: 13,083 shares 13,083 $4.89M 0.28% +854 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,078 shares; 2024Q4: 21,185 shares; 2025Q1: 21,946 shares; 2025Q2: 23,745 shares; 2025Q3: 25,265 shares; 2025Q4: 28,769 shares; 2026Q1: 30,467 shares; 2026Q2: 32,125 shares 32,125 $4.75M 0.27% +1,658 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,414 shares; 2024Q4: 51,951 shares; 2025Q1: 40,004 shares; 2025Q2: 39,933 shares; 2025Q3: 40,031 shares; 2025Q4: 40,707 shares; 2026Q1: 42,606 shares; 2026Q2: 48,860 shares 48,860 $4.72M 0.27% +6,254 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,201 shares; 2025Q1: 20,648 shares; 2025Q2: 1,456 shares; 2025Q3: 13,360 shares; 2025Q4: 17,440 shares; 2026Q1: 17,222 shares; 2026Q2: 17,549 shares 17,549 $4.72M 0.27% +327 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: 47,791 shares; 2024Q4: 50,309 shares; 2025Q1: 49,767 shares; 2025Q2: 43,048 shares; 2025Q3: 49,030 shares; 2025Q4: 47,192 shares; 2026Q1: 38,665 shares; 2026Q2: 32,834 shares 32,834 $4.58M 0.26% -5,831 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: 20,551 shares; 2024Q4: 20,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,893 shares; 2026Q1: 59,785 shares; 2026Q2: 44,886 shares 44,886 $4.31M 0.25% -14,899 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: 3,243 shares; 2024Q4: 3,254 shares; 2025Q1: 4,132 shares; 2025Q2: 6,142 shares; 2025Q3: 7,288 shares; 2025Q4: 6,998 shares; 2026Q1: 7,051 shares; 2026Q2: 7,418 shares 7,418 $4.31M 0.25% +367 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: 10,334 shares; 2024Q4: 10,470 shares; 2025Q1: 15,738 shares; 2025Q2: 18,371 shares; 2025Q3: 17,691 shares; 2025Q4: 43,269 shares; 2026Q1: 60,393 shares; 2026Q2: 60,012 shares 60,012 $4.28M 0.25% -381 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: 9,744 shares; 2024Q4: 10,090 shares; 2025Q1: 10,430 shares; 2025Q2: 11,364 shares; 2025Q3: 11,835 shares; 2025Q4: 15,433 shares; 2026Q1: 16,620 shares; 2026Q2: 66,765 shares 66,765 $4.2M 0.24% +50,145 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: 41,826 shares; 2024Q4: 123,543 shares; 2025Q1: 130,351 shares; 2025Q2: 128,725 shares; 2025Q3: 129,472 shares; 2025Q4: 143,131 shares; 2026Q1: 141,871 shares; 2026Q2: 130,431 shares 130,431 $4.14M 0.24% -11,440 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: 2,093 shares; 2024Q4: 2,322 shares; 2025Q1: 9,469 shares; 2025Q2: 9,623 shares; 2025Q3: 9,218 shares; 2025Q4: 9,256 shares; 2026Q1: 9,334 shares; 2026Q2: 9,340 shares 9,340 $3.98M 0.23% +6 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 385,613 shares; 2026Q1: 346,565 shares; 2026Q2: 305,474 shares 305,474 $3.97M 0.23% -41,091 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: 7,649 shares; 2024Q4: 7,559 shares; 2025Q1: 7,746 shares; 2025Q2: 7,033 shares; 2025Q3: 7,289 shares; 2025Q4: 7,636 shares; 2026Q1: 7,577 shares; 2026Q2: 30,881 shares 30,881 $3.83M 0.22% +23,304 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: 48,613 shares; 2024Q4: 48,039 shares; 2025Q1: 46,309 shares; 2025Q2: 49,335 shares; 2025Q3: 49,320 shares; 2025Q4: 47,609 shares; 2026Q1: 52,690 shares; 2026Q2: 52,144 shares 52,144 $3.72M 0.21% -546 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: 992 shares; 2024Q4: 2,132 shares; 2025Q1: 12,202 shares; 2025Q2: 2,737 shares; 2025Q3: 2,804 shares; 2025Q4: 3,035 shares; 2026Q1: 11,618 shares; 2026Q2: 12,742 shares 12,742 $3.47M 0.2% +1,124 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: 61,965 shares; 2025Q1: 62,794 shares; 2025Q2: 62,534 shares; 2025Q3: 61,444 shares; 2025Q4: 54,384 shares; 2026Q1: 6,307 shares; 2026Q2: 7,921 shares 7,921 $3.43M 0.2% +1,614 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,151 shares; 2026Q1: 68,877 shares; 2026Q2: 70,419 shares 70,419 $3.4M 0.2% +1,542 Timeline VNQ 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: 40,963 shares; 2024Q4: 35,482 shares; 2025Q1: 32,920 shares; 2025Q2: 33,848 shares; 2025Q3: 37,238 shares; 2025Q4: 32,155 shares; 2026Q1: 32,962 shares; 2026Q2: 35,091 shares 35,091 $3.38M 0.2% +2,129 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,630 shares; 2024Q4: 84,770 shares; 2025Q1: 79,197 shares; 2025Q2: 70,164 shares; 2025Q3: 69,760 shares; 2025Q4: 14,088 shares; 2026Q1: 73,382 shares; 2026Q2: 73,651 shares 73,651 $3.35M 0.19% +269 Timeline ROST ROSS STORES INC More: the full row for ROSS 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: 14,091 shares; 2026Q2: 15,737 shares 15,737 $3.35M 0.19% +1,646 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: 15,170 shares; 2024Q4: 15,993 shares; 2025Q1: 16,397 shares; 2025Q2: 16,679 shares; 2025Q3: 16,888 shares; 2025Q4: 17,296 shares; 2026Q1: 17,596 shares; 2026Q2: 17,649 shares 17,649 $3.35M 0.19% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 6,064 shares; 2026Q1: 34,540 shares; 2026Q2: 35,270 shares 35,270 $3.29M 0.19% +730 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: 22,984 shares; 2024Q4: 23,859 shares; 2025Q1: 24,140 shares; 2025Q2: 24,599 shares; 2025Q3: 29,663 shares; 2025Q4: 34,593 shares; 2026Q1: 34,681 shares; 2026Q2: 39,643 shares 39,643 $3.28M 0.19% +4,962 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,803 shares; 2024Q4: 7,818 shares; 2025Q1: 8,605 shares; 2025Q2: 9,286 shares; 2025Q3: 9,617 shares; 2025Q4: 9,762 shares; 2026Q1: 10,455 shares; 2026Q2: 10,488 shares 10,488 $3.18M 0.18% +33 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,901 shares; 2024Q4: 26,174 shares; 2025Q1: 15,539 shares; 2025Q2: 16,457 shares; 2025Q3: 16,323 shares; 2025Q4: 17,093 shares; 2026Q1: 17,678 shares; 2026Q2: 17,475 shares 17,475 $3.12M 0.18% -203 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,992 shares; 2024Q4: 5,348 shares; 2025Q1: 5,349 shares; 2025Q2: 5,375 shares; 2025Q3: 3,512 shares; 2025Q4: 5,626 shares; 2026Q1: 3,233 shares; 2026Q2: 26,107 shares 26,107 $3.12M 0.18% +22,874 Timeline SCHE 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: 59,049 shares; 2024Q4: 58,838 shares; 2025Q1: 44,413 shares; 2025Q2: 41,232 shares; 2025Q3: 47,877 shares; 2025Q4: 50,587 shares; 2026Q1: 66,594 shares; 2026Q2: 85,922 shares 85,922 $3.12M 0.18% +19,328 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,465 shares; 2024Q4: 24,336 shares; 2025Q1: 25,618 shares; 2025Q2: 24,907 shares; 2025Q3: 27,843 shares; 2025Q4: 30,931 shares; 2026Q1: 30,903 shares; 2026Q2: 31,288 shares 31,288 $3.1M 0.18% +385 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,660 shares; 2024Q4: 9,685 shares; 2025Q1: 10,152 shares; 2025Q2: 10,893 shares; 2025Q3: 12,957 shares; 2025Q4: 14,389 shares; 2026Q1: 10,268 shares; 2026Q2: 37,890 shares 37,890 $3.05M 0.18% +27,622 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 12,526 shares 12,526 $3.04M 0.18% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 16,970 shares; 2026Q2: 18,408 shares 18,408 $3.03M 0.17% +1,438 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,558 shares; 2024Q4: 18,255 shares; 2025Q1: 24,507 shares; 2025Q2: 24,595 shares; 2025Q3: 35,848 shares; 2025Q4: 34,994 shares; 2026Q1: 138,325 shares; 2026Q2: 164,112 shares 164,112 $2.93M 0.17% +25,787 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,916 shares; 2024Q4: 34,247 shares; 2025Q1: 33,837 shares; 2025Q2: 32,097 shares; 2025Q3: 31,243 shares; 2025Q4: 27,522 shares; 2026Q1: 27,526 shares; 2026Q2: 27,454 shares 27,454 $2.8M 0.16% -72 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 921 shares; 2025Q4: 1,180 shares; 2026Q1: 1,275 shares; 2026Q2: 1,413 shares 1,413 $2.8M 0.16% +138 Timeline LOVE LOVESAC CO More: the full row for LOVESAC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,170 shares; 2024Q4: 86,082 shares; 2025Q1: 82,332 shares; 2025Q2: 82,332 shares; 2025Q3: 82,332 shares; 2025Q4: 76,282 shares; 2026Q1: 76,282 shares; 2026Q2: 167,313 shares 167,313 $2.79M 0.16% +91,031 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,655 shares; 2024Q4: 60,994 shares; 2025Q1: 78,767 shares; 2025Q2: 80,282 shares; 2025Q3: 75,187 shares; 2025Q4: 54,091 shares; 2026Q1: 48,311 shares; 2026Q2: 47,433 shares 47,433 $2.76M 0.16% -878 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: 7,124 shares; 2024Q4: 7,224 shares; 2025Q1: 7,323 shares; 2025Q2: 7,396 shares; 2025Q3: 7,410 shares; 2025Q4: 7,369 shares; 2026Q1: 7,342 shares; 2026Q2: 7,415 shares 7,415 $2.75M 0.16% +73 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,576 shares; 2026Q1: 39,786 shares; 2026Q2: 117,787 shares 117,787 $2.73M 0.16% +78,001 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,052 shares; 2024Q4: 21,103 shares; 2025Q1: 21,148 shares; 2025Q2: 21,507 shares; 2025Q3: 21,504 shares; 2025Q4: 23,561 shares; 2026Q1: 28,390 shares; 2026Q2: 44,691 shares 44,691 $2.69M 0.16% +16,301 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,870 shares; 2024Q4: 27,200 shares; 2025Q1: 50,421 shares; 2025Q2: 53,930 shares; 2025Q3: 69,173 shares; 2025Q4: 89,003 shares; 2026Q1: 90,126 shares; 2026Q2: 83,840 shares 83,840 $2.67M 0.15% -6,286 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: 3,314 shares; 2024Q4: 4,972 shares; 2025Q1: 3,765 shares; 2025Q2: 5,403 shares; 2025Q3: 5,269 shares; 2025Q4: 5,820 shares; 2026Q1: 5,654 shares; 2026Q2: 6,992 shares 6,992 $2.58M 0.15% +1,338 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: 5,538 shares; 2024Q4: 5,753 shares; 2025Q1: 5,672 shares; 2025Q2: 6,401 shares; 2025Q3: 6,469 shares; 2025Q4: 6,630 shares; 2026Q1: 6,430 shares; 2026Q2: 6,230 shares 6,230 $2.47M 0.14% -200 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: 7,382 shares; 2024Q4: 7,843 shares; 2025Q1: 48,311 shares; 2025Q2: not reported; 2025Q3: 4,900 shares; 2025Q4: 13,301 shares; 2026Q1: 19,176 shares; 2026Q2: 42,594 shares 42,594 $2.45M 0.14% +23,418 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,769 shares; 2024Q4: 6,769 shares; 2025Q1: 7,129 shares; 2025Q2: 6,829 shares; 2025Q3: 6,829 shares; 2025Q4: 6,829 shares; 2026Q1: 6,662 shares; 2026Q2: 6,681 shares 6,681 $2.38M 0.14% +19 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: 1,536 shares; 2024Q4: 1,689 shares; 2025Q1: 1,711 shares; 2025Q2: 1,705 shares; 2025Q3: 1,744 shares; 2025Q4: 1,933 shares; 2026Q1: 2,051 shares; 2026Q2: 2,315 shares 2,315 $2.34M 0.14% +264 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,950 shares; 2024Q4: 7,030 shares; 2025Q1: 5,902 shares; 2025Q2: 5,218 shares; 2025Q3: 5,705 shares; 2025Q4: 6,176 shares; 2026Q1: 7,172 shares; 2026Q2: 7,785 shares 7,785 $2.34M 0.13% +613 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: 2,270 shares; 2024Q4: 2,492 shares; 2025Q1: 2,652 shares; 2025Q2: 12,476 shares; 2025Q3: 12,256 shares; 2025Q4: 12,526 shares; 2026Q1: 13,107 shares; 2026Q2: 12,849 shares 12,849 $2.32M 0.13% -258 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: 3,090 shares; 2024Q4: 3,704 shares; 2025Q1: 3,621 shares; 2025Q2: 5,165 shares; 2025Q3: 6,954 shares; 2025Q4: 5,717 shares; 2026Q1: 7,188 shares; 2026Q2: 8,092 shares 8,092 $2.28M 0.13% +904 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,479 shares; 2024Q4: 25,482 shares; 2025Q1: 26,173 shares; 2025Q2: 27,613 shares; 2025Q3: 29,255 shares; 2025Q4: 29,495 shares; 2026Q1: 29,618 shares; 2026Q2: 29,078 shares 29,078 $2.27M 0.13% -540 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,533 shares; 2024Q4: 11,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,013 shares; 2026Q2: 66,411 shares 66,411 $2.25M 0.13% -40,602 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: 149,369 shares; 2024Q4: 135,077 shares; 2025Q1: 127,658 shares; 2025Q2: 133,731 shares; 2025Q3: 110,954 shares; 2025Q4: 52,069 shares; 2026Q1: 37,012 shares; 2026Q2: 8,815 shares 8,815 $2.25M 0.13% -28,197 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,476 shares; 2024Q4: 6,830 shares; 2025Q1: 6,739 shares; 2025Q2: 6,682 shares; 2025Q3: 6,699 shares; 2025Q4: 8,145 shares; 2026Q1: 9,229 shares; 2026Q2: 7,805 shares 7,805 $2.23M 0.13% -1,424 Timeline MBB 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: 18,968 shares; 2026Q2: 22,791 shares 22,791 $2.15M 0.12% +3,823 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 80,334 shares 80,334 $2.13M 0.12% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,049 shares; 2024Q4: 22,950 shares; 2025Q1: 21,825 shares; 2025Q2: 21,920 shares; 2025Q3: 21,690 shares; 2025Q4: 21,626 shares; 2026Q1: 21,137 shares; 2026Q2: 21,432 shares 21,432 $2.13M 0.12% +295 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,511 shares; 2024Q4: 24,247 shares; 2025Q1: 24,527 shares; 2025Q2: 24,614 shares; 2025Q3: 22,314 shares; 2025Q4: 22,469 shares; 2026Q1: 22,945 shares; 2026Q2: 23,219 shares 23,219 $2.12M 0.12% +274 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,923 shares; 2025Q1: 21,021 shares; 2025Q2: 21,060 shares; 2025Q3: 20,713 shares; 2025Q4: 15,000 shares; 2026Q1: 15,733 shares; 2026Q2: 15,404 shares 15,404 $2.08M 0.12% -329 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,911 shares; 2024Q4: 4,346 shares; 2025Q1: 4,332 shares; 2025Q2: 5,215 shares; 2025Q3: 6,111 shares; 2025Q4: 5,752 shares; 2026Q1: 5,004 shares; 2026Q2: 5,819 shares 5,819 $2.05M 0.12% +815 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,477 shares; 2024Q4: 1,474 shares; 2025Q1: 1,593 shares; 2025Q2: 2,229 shares; 2025Q3: 2,337 shares; 2025Q4: 2,705 shares; 2026Q1: 2,720 shares; 2026Q2: 2,670 shares 2,670 $2.04M 0.12% -50 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,543 shares; 2026Q1: 2,345 shares; 2026Q2: 3,174 shares 3,174 $2.03M 0.12% +829 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 2,089 shares; 2025Q4: 2,111 shares; 2026Q1: 2,090 shares; 2026Q2: 3,066 shares 3,066 $2.01M 0.12% +976 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,076 shares; 2024Q4: 41,046 shares; 2025Q1: 56,336 shares; 2025Q2: 20,214 shares; 2025Q3: 20,817 shares; 2025Q4: 20,822 shares; 2026Q1: 20,475 shares; 2026Q2: 19,106 shares 19,106 $1.99M 0.11% -1,369 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,058 shares; 2024Q4: 28,937 shares; 2025Q1: 19,826 shares; 2025Q2: 20,266 shares; 2025Q3: 20,026 shares; 2025Q4: 18,336 shares; 2026Q1: 13,473 shares; 2026Q2: 14,459 shares 14,459 $1.98M 0.11% +986 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,062 shares; 2025Q4: 1,135 shares; 2026Q1: 1,457 shares; 2026Q2: 2,047 shares 2,047 $1.98M 0.11% +590 Timeline VCSH 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: 50,629 shares; 2024Q4: 47,819 shares; 2025Q1: 46,707 shares; 2025Q2: 43,596 shares; 2025Q3: 43,529 shares; 2025Q4: 24,387 shares; 2026Q1: 24,919 shares; 2026Q2: 24,072 shares 24,072 $1.9M 0.11% -847 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: 33,410 shares; 2024Q4: 8,816 shares; 2025Q1: 12,296 shares; 2025Q2: 12,531 shares; 2025Q3: 12,128 shares; 2025Q4: 10,908 shares; 2026Q1: 10,899 shares; 2026Q2: 10,176 shares 10,176 $1.88M 0.11% -723 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: 7,933 shares; 2024Q4: 9,756 shares; 2025Q1: 7,952 shares; 2025Q2: 13,320 shares; 2025Q3: 13,579 shares; 2025Q4: 16,249 shares; 2026Q1: 16,132 shares; 2026Q2: 15,860 shares 15,860 $1.85M 0.11% -272 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: 18,082 shares; 2024Q4: 19,117 shares; 2025Q1: 20,106 shares; 2025Q2: 22,940 shares; 2025Q3: 25,163 shares; 2025Q4: 30,316 shares; 2026Q1: 33,771 shares; 2026Q2: 32,163 shares 32,163 $1.83M 0.11% -1,608 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: 8,047 shares; 2024Q4: 13,064 shares; 2025Q1: 16,164 shares; 2025Q2: 9,602 shares; 2025Q3: 19,573 shares; 2025Q4: 18,269 shares; 2026Q1: 49,612 shares; 2026Q2: 17,423 shares 17,423 $1.78M 0.1% -32,189 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: 1,260 shares; 2024Q4: 7,626 shares; 2025Q1: 8,532 shares; 2025Q2: 1,419 shares; 2025Q3: 1,597 shares; 2025Q4: 3,628 shares; 2026Q1: 3,603 shares; 2026Q2: 3,495 shares 3,495 $1.75M 0.1% -108 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: 14,419 shares; 2024Q4: 10,470 shares; 2025Q1: 10,072 shares; 2025Q2: 7,495 shares; 2025Q3: 7,756 shares; 2025Q4: 9,027 shares; 2026Q1: 3,746 shares; 2026Q2: 3,408 shares 3,408 $1.75M 0.1% -338 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,588 shares; 2024Q4: 15,548 shares; 2025Q1: 17,371 shares; 2025Q2: 30,775 shares; 2025Q3: 36,526 shares; 2025Q4: 25,370 shares; 2026Q1: 24,993 shares; 2026Q2: 25,114 shares 25,114 $1.74M 0.1% +121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,927 shares; 2026Q2: 7,260 shares 7,260 $1.74M 0.1% +333 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,261 shares; 2024Q4: 7,568 shares; 2025Q1: 7,479 shares; 2025Q2: 7,582 shares; 2025Q3: 9,321 shares; 2025Q4: 9,222 shares; 2026Q1: 9,092 shares; 2026Q2: 7,790 shares 7,790 $1.71M 0.1% -1,302 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,459 shares; 2024Q4: 29,093 shares; 2025Q1: 29,752 shares; 2025Q2: 29,819 shares; 2025Q3: 36,796 shares; 2025Q4: 36,480 shares; 2026Q1: 37,476 shares; 2026Q2: 32,439 shares 32,439 $1.71M 0.1% -5,037 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 182,693 shares; 2024Q4: 179,545 shares; 2025Q1: 489,812 shares; 2025Q2: 213,481 shares; 2025Q3: 212,248 shares; 2025Q4: 221,978 shares; 2026Q1: 561,665 shares; 2026Q2: 160,571 shares 160,571 $1.71M 0.1% -401,094 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,744 shares; 2025Q4: 69,736 shares; 2026Q1: 59,265 shares; 2026Q2: 34,093 shares 34,093 $1.69M 0.1% -25,172 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: 303 shares; 2025Q2: 373 shares; 2025Q3: 367 shares; 2025Q4: 412 shares; 2026Q1: 457 shares; 2026Q2: 5,553 shares 5,553 $1.68M 0.1% +5,096 Timeline IUSV 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: 14,848 shares; 2026Q1: 14,852 shares; 2026Q2: 14,901 shares 14,901 $1.64M 0.09% +49 Timeline IGPT 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: 3,680 shares; 2026Q1: 3,931 shares; 2026Q2: 15,750 shares 15,750 $1.64M 0.09% +11,819 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,318 shares; 2024Q4: 3,236 shares; 2025Q1: 3,254 shares; 2025Q2: 5,348 shares; 2025Q3: 5,428 shares; 2025Q4: 6,751 shares; 2026Q1: 7,484 shares; 2026Q2: 7,790 shares 7,790 $1.63M 0.09% +306 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: 3,149 shares; 2025Q4: 4,249 shares; 2026Q1: 4,557 shares; 2026Q2: 5,373 shares 5,373 $1.6M 0.09% +816 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,844 shares; 2024Q4: 78,871 shares; 2025Q1: 57,598 shares; 2025Q2: 57,609 shares; 2025Q3: 54,089 shares; 2025Q4: 54,263 shares; 2026Q1: 54,689 shares; 2026Q2: 54,387 shares 54,387 $1.59M 0.09% -302 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: 9,343 shares; 2024Q4: 10,077 shares; 2025Q1: 8,525 shares; 2025Q2: 9,200 shares; 2025Q3: 8,884 shares; 2025Q4: 8,516 shares; 2026Q1: 8,156 shares; 2026Q2: 7,239 shares 7,239 $1.58M 0.09% -917 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,324 shares; 2024Q4: 4,462 shares; 2025Q1: 4,606 shares; 2025Q2: 5,708 shares; 2025Q3: 5,674 shares; 2025Q4: 7,110 shares; 2026Q1: 7,008 shares; 2026Q2: 7,632 shares 7,632 $1.53M 0.09% +624 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,994 shares; 2024Q4: 24,177 shares; 2025Q1: 18,388 shares; 2025Q2: 17,608 shares; 2025Q3: 16,381 shares; 2025Q4: 16,368 shares; 2026Q1: 15,668 shares; 2026Q2: 15,054 shares 15,054 $1.52M 0.09% -614 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,134,864 shares; 2024Q4: 1,078,674 shares; 2025Q1: 1,050,202 shares; 2025Q2: 987,869 shares; 2025Q3: 931,184 shares; 2025Q4: 897,715 shares; 2026Q1: 898,651 shares; 2026Q2: 863,008 shares 863,008 $1.51M 0.09% -35,643 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 3,236 shares; 2025Q1: 3,221 shares; 2025Q2: 3,524 shares; 2025Q3: 3,684 shares; 2025Q4: not reported; 2026Q1: 4,233 shares; 2026Q2: 4,570 shares 4,570 $1.51M 0.09% +337 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,277 shares; 2024Q4: 39,999 shares; 2025Q1: 35,215 shares; 2025Q2: 32,207 shares; 2025Q3: 30,976 shares; 2025Q4: 29,771 shares; 2026Q1: 28,200 shares; 2026Q2: 26,466 shares 26,466 $1.5M 0.09% -1,734 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,182 shares; 2024Q4: 14,700 shares; 2025Q1: 15,142 shares; 2025Q2: 15,464 shares; 2025Q3: 15,696 shares; 2025Q4: 14,868 shares; 2026Q1: 15,213 shares; 2026Q2: 15,721 shares 15,721 $1.49M 0.09% +508 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,329 shares; 2026Q2: 58,358 shares 58,358 $1.49M 0.09% +45,029 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,818 shares; 2024Q4: 20,128 shares; 2025Q1: 18,959 shares; 2025Q2: 17,436 shares; 2025Q3: 16,935 shares; 2025Q4: 16,727 shares; 2026Q1: 16,903 shares; 2026Q2: 17,773 shares 17,773 $1.47M 0.08% +870 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,727 shares; 2025Q4: 34,092 shares; 2026Q1: 238,301 shares; 2026Q2: 42,766 shares 42,766 $1.47M 0.08% -195,535 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,061 shares; 2024Q4: 17,533 shares; 2025Q1: 16,665 shares; 2025Q2: 15,878 shares; 2025Q3: 15,057 shares; 2025Q4: 13,710 shares; 2026Q1: 13,710 shares; 2026Q2: 13,710 shares 13,710 $1.46M 0.08% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 539 shares; 2026Q2: 631 shares 631 $1.43M 0.08% +92 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,385 shares; 2026Q1: 4,771 shares; 2026Q2: 18,326 shares 18,326 $1.4M 0.08% +13,555 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: 79,218 shares; 2024Q4: 57,657 shares; 2025Q1: 7,819 shares; 2025Q2: 6,802 shares; 2025Q3: 7,165 shares; 2025Q4: 8,702 shares; 2026Q1: 13,056 shares; 2026Q2: 11,690 shares 11,690 $1.39M 0.08% -1,366 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: 17,047 shares; 2024Q4: 1,164 shares; 2025Q1: 3,710 shares; 2025Q2: 5,154 shares; 2025Q3: 5,165 shares; 2025Q4: 4,421 shares; 2026Q1: 2,872 shares; 2026Q2: 4,071 shares 4,071 $1.39M 0.08% +1,199 Timeline SCHP 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: 35,426 shares; 2024Q4: 73,058 shares; 2025Q1: 61,463 shares; 2025Q2: 58,838 shares; 2025Q3: 59,099 shares; 2025Q4: 67,562 shares; 2026Q1: 57,831 shares; 2026Q2: 51,917 shares 51,917 $1.38M 0.08% -5,914 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,053 shares; 2024Q4: 9,726 shares; 2025Q1: 9,301 shares; 2025Q2: 10,256 shares; 2025Q3: 10,716 shares; 2025Q4: 11,626 shares; 2026Q1: 21,464 shares; 2026Q2: 14,643 shares 14,643 $1.37M 0.08% -6,821 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: 2,326 shares; 2024Q4: 2,178 shares; 2025Q1: 2,203 shares; 2025Q2: 3,661 shares; 2025Q3: 3,706 shares; 2025Q4: 3,940 shares; 2026Q1: 4,262 shares; 2026Q2: 4,008 shares 4,008 $1.36M 0.08% -254 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,558 shares; 2024Q4: 18,591 shares; 2025Q1: 12,214 shares; 2025Q2: 20,702 shares; 2025Q3: 20,262 shares; 2025Q4: 9,810 shares; 2026Q1: 8,911 shares; 2026Q2: 8,448 shares 8,448 $1.34M 0.08% -463 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: 487 shares; 2024Q4: 555 shares; 2025Q1: 759 shares; 2025Q2: 1,889 shares; 2025Q3: 1,917 shares; 2025Q4: 1,894 shares; 2026Q1: 2,382 shares; 2026Q2: 2,549 shares 2,549 $1.32M 0.08% +167 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,947 shares; 2024Q4: 33,928 shares; 2025Q1: 22,920 shares; 2025Q2: 21,946 shares; 2025Q3: 21,937 shares; 2025Q4: 21,821 shares; 2026Q1: 21,837 shares; 2026Q2: 20,257 shares 20,257 $1.31M 0.08% -1,580 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,899 shares; 2024Q4: 6,570 shares; 2025Q1: 5,959 shares; 2025Q2: 5,709 shares; 2025Q3: 5,656 shares; 2025Q4: 5,398 shares; 2026Q1: 5,221 shares; 2026Q2: 5,049 shares 5,049 $1.3M 0.08% -172 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,967 shares; 2026Q1: 54,169 shares; 2026Q2: 51,064 shares 51,064 $1.25M 0.07% -3,105 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,528 shares; 2026Q2: 28,532 shares 28,532 $1.25M 0.07% +4 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: 2,265 shares; 2024Q4: 10,745 shares; 2025Q1: 10,478 shares; 2025Q2: 11,024 shares; 2025Q3: 10,654 shares; 2025Q4: 11,027 shares; 2026Q1: 11,579 shares; 2026Q2: 13,449 shares 13,449 $1.23M 0.07% +1,870 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: 9,155 shares; 2024Q4: 8,692 shares; 2025Q1: 7,832 shares; 2025Q2: 8,620 shares; 2025Q3: 8,644 shares; 2025Q4: 8,287 shares; 2026Q1: 8,109 shares; 2026Q2: 13,495 shares 13,495 $1.22M 0.07% +5,386 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,603 shares; 2024Q4: 13,971 shares; 2025Q1: 9,393 shares; 2025Q2: 9,434 shares; 2025Q3: 9,451 shares; 2025Q4: 9,472 shares; 2026Q1: 9,494 shares; 2026Q2: 44,586 shares 44,586 $1.22M 0.07% +35,092 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,452 shares; 2024Q4: 9,235 shares; 2025Q1: 9,187 shares; 2025Q2: 10,092 shares; 2025Q3: 10,059 shares; 2025Q4: 12,582 shares; 2026Q1: 12,524 shares; 2026Q2: 12,585 shares 12,585 $1.21M 0.07% +61 Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,001 shares; 2024Q4: 155,002 shares; 2025Q1: 155,002 shares; 2025Q2: 155,002 shares; 2025Q3: 155,002 shares; 2025Q4: 180,002 shares; 2026Q1: 180,002 shares; 2026Q2: 180,002 shares 180,002 $1.21M 0.07% 0 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,791 shares; 2024Q4: 12,792 shares; 2025Q1: 15,018 shares; 2025Q2: 11,427 shares; 2025Q3: 10,128 shares; 2025Q4: 10,577 shares; 2026Q1: 18,351 shares; 2026Q2: 23,550 shares 23,550 $1.2M 0.07% +5,199 Timeline XLC 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: 20,627 shares; 2024Q4: 19,888 shares; 2025Q1: 32,440 shares; 2025Q2: 13,944 shares; 2025Q3: 14,541 shares; 2025Q4: 13,067 shares; 2026Q1: 11,079 shares; 2026Q2: 11,040 shares 11,040 $1.18M 0.07% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,886 shares; 2025Q4: 3,110 shares; 2026Q1: 4,087 shares; 2026Q2: 4,588 shares 4,588 $1.17M 0.07% +501 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,642 shares; 2025Q3: 28,188 shares; 2025Q4: 26,235 shares; 2026Q1: 26,046 shares; 2026Q2: 25,306 shares 25,306 $1.17M 0.07% -740 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: 4,635 shares; 2024Q4: 5,761 shares; 2025Q1: 5,951 shares; 2025Q2: 14,389 shares; 2025Q3: 14,677 shares; 2025Q4: 16,849 shares; 2026Q1: 15,324 shares; 2026Q2: 16,181 shares 16,181 $1.16M 0.07% +857 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,393 shares; 2024Q4: 4,554 shares; 2025Q1: 4,554 shares; 2025Q2: 5,053 shares; 2025Q3: 4,856 shares; 2025Q4: 2,577 shares; 2026Q1: 2,182 shares; 2026Q2: 13,398 shares 13,398 $1.15M 0.07% +11,216 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: 3,912 shares; 2024Q4: 4,254 shares; 2025Q1: 6,230 shares; 2025Q2: 9,197 shares; 2025Q3: 9,325 shares; 2025Q4: 15,610 shares; 2026Q1: 16,070 shares; 2026Q2: 15,949 shares 15,949 $1.15M 0.07% -121 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,070 shares; 2024Q4: 3,547 shares; 2025Q1: 4,148 shares; 2025Q2: 4,252 shares; 2025Q3: 4,558 shares; 2025Q4: 5,900 shares; 2026Q1: 7,013 shares; 2026Q2: 7,536 shares 7,536 $1.14M 0.07% +523 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 2,643 shares; 2026Q2: 2,651 shares 2,651 $1.13M 0.07% +8 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,702 shares; 2026Q1: 9,309 shares; 2026Q2: 17,214 shares 17,214 $1.13M 0.07% +7,905 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,730 shares; 2024Q4: 12,962 shares; 2025Q1: 13,170 shares; 2025Q2: 13,098 shares; 2025Q3: 12,910 shares; 2025Q4: 12,855 shares; 2026Q1: 14,377 shares; 2026Q2: 15,338 shares 15,338 $1.13M 0.06% +961 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,266 shares; 2025Q2: 41,727 shares; 2025Q3: 41,817 shares; 2025Q4: 38,462 shares; 2026Q1: 39,702 shares; 2026Q2: 38,731 shares 38,731 $1.12M 0.06% -971 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 959 shares; 2025Q3: 941 shares; 2025Q4: 940 shares; 2026Q1: 1,801 shares; 2026Q2: 3,622 shares 3,622 $1.1M 0.06% +1,821 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,358 shares; 2025Q1: 1,435 shares; 2025Q2: 1,737 shares; 2025Q3: 1,650 shares; 2025Q4: 2,866 shares; 2026Q1: 3,072 shares; 2026Q2: 3,194 shares 3,194 $1.09M 0.06% +122 Timeline XAIX DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,992 shares; 2026Q1: 5,502 shares; 2026Q2: 18,807 shares 18,807 $1.08M 0.06% +13,305 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: 4,549 shares; 2024Q4: 4,837 shares; 2025Q1: 4,469 shares; 2025Q2: 12,114 shares; 2025Q3: 11,452 shares; 2025Q4: 11,994 shares; 2026Q1: 12,733 shares; 2026Q2: 12,312 shares 12,312 $1.08M 0.06% -421 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,364 shares; 2024Q4: 29,099 shares; 2025Q1: 19,519 shares; 2025Q2: 18,894 shares; 2025Q3: 18,615 shares; 2025Q4: 20,768 shares; 2026Q1: 20,904 shares; 2026Q2: 20,184 shares 20,184 $1.08M 0.06% -720 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: not reported; 2024Q4: not reported; 2025Q1: 1,251 shares; 2025Q2: 1,752 shares; 2025Q3: 1,945 shares; 2025Q4: 3,161 shares; 2026Q1: 3,426 shares; 2026Q2: 4,355 shares 4,355 $1.07M 0.06% +929 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: 2,927 shares; 2024Q4: 2,493 shares; 2025Q1: 2,796 shares; 2025Q2: 3,528 shares; 2025Q3: 4,924 shares; 2025Q4: 6,812 shares; 2026Q1: 6,280 shares; 2026Q2: 6,769 shares 6,769 $1.06M 0.06% +489 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: 30,410 shares; 2024Q4: 31,741 shares; 2025Q1: 27,858 shares; 2025Q2: 26,213 shares; 2025Q3: 26,027 shares; 2025Q4: 23,844 shares; 2026Q1: 31,198 shares; 2026Q2: 19,621 shares 19,621 $1.05M 0.06% -11,577 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 4,096 shares; 2025Q4: 4,522 shares; 2026Q1: 6,605 shares; 2026Q2: 5,945 shares 5,945 $1.05M 0.06% -660 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: 620 shares; 2024Q4: 666 shares; 2025Q1: 867 shares; 2025Q2: 986 shares; 2025Q3: 985 shares; 2025Q4: 1,127 shares; 2026Q1: 1,290 shares; 2026Q2: 1,466 shares 1,466 $1.05M 0.06% +176 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: 6,065 shares 6,065 $1.04M 0.06% new 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: 2,913 shares; 2024Q4: 2,983 shares; 2025Q1: 2,958 shares; 2025Q2: 3,428 shares; 2025Q3: 4,495 shares; 2025Q4: 4,100 shares; 2026Q1: 4,974 shares; 2026Q2: 4,622 shares 4,622 $1.04M 0.06% -352 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: 3,157 shares; 2024Q4: 3,456 shares; 2025Q1: 2,290 shares; 2025Q2: 2,500 shares; 2025Q3: 2,717 shares; 2025Q4: 5,662 shares; 2026Q1: 5,640 shares; 2026Q2: 5,937 shares 5,937 $1M 0.06% +297 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,355 shares; 2025Q3: 2,370 shares; 2025Q4: 1,902 shares; 2026Q1: 1,985 shares; 2026Q2: 3,010 shares 3,010 $998K 0.06% +1,025 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 27,245 shares; 2026Q1: 25,276 shares; 2026Q2: 25,276 shares 25,276 $993K 0.06% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,715 shares; 2024Q4: 7,677 shares; 2025Q1: 25,606 shares; 2025Q2: 6,303 shares; 2025Q3: 5,817 shares; 2025Q4: 10,685 shares; 2026Q1: 75,268 shares; 2026Q2: 8,397 shares 8,397 $985K 0.06% -66,871 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,355 shares; 2024Q4: 8,365 shares; 2025Q1: 8,285 shares; 2025Q2: 7,897 shares; 2025Q3: 7,261 shares; 2025Q4: 7,464 shares; 2026Q1: 7,214 shares; 2026Q2: 35,752 shares 35,752 $980K 0.06% +28,538 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,355 shares; 2024Q4: 2,345 shares; 2025Q1: 2,463 shares; 2025Q2: 1,937 shares; 2025Q3: 3,039 shares; 2025Q4: 3,251 shares; 2026Q1: 3,619 shares; 2026Q2: 3,529 shares 3,529 $973K 0.06% -90 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND 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: 721 shares; 2025Q4: 2,363 shares; 2026Q1: 1,777 shares; 2026Q2: 1,862 shares 1,862 $973K 0.06% +85 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: 1,413 shares; 2024Q4: 1,501 shares; 2025Q1: 1,730 shares; 2025Q2: 1,561 shares; 2025Q3: 2,681 shares; 2025Q4: 2,783 shares; 2026Q1: 2,797 shares; 2026Q2: 3,257 shares 3,257 $971K 0.06% +460 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,407 shares; 2025Q3: 17,558 shares; 2025Q4: 19,561 shares; 2026Q1: 36,116 shares; 2026Q2: 41,332 shares 41,332 $968K 0.06% +5,216 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,252 shares; 2024Q4: 43,880 shares; 2025Q1: 27,935 shares; 2025Q2: 28,436 shares; 2025Q3: 64,425 shares; 2025Q4: 64,283 shares; 2026Q1: 68,922 shares; 2026Q2: 53,492 shares 53,492 $959K 0.06% -15,430 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,337 shares; 2024Q4: 16,230 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,473 shares; 2025Q4: 6,211 shares; 2026Q1: 9,998 shares; 2026Q2: 11,199 shares 11,199 $957K 0.06% +1,201 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,595 shares; 2024Q4: 19,595 shares; 2025Q1: 18,095 shares; 2025Q2: 17,933 shares; 2025Q3: 17,933 shares; 2025Q4: 17,933 shares; 2026Q1: 19,233 shares; 2026Q2: 19,233 shares 19,233 $952K 0.05% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,678 shares; 2026Q1: 2,716 shares; 2026Q2: 2,772 shares 2,772 $950K 0.05% +56 Timeline VOOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares; 2026Q2: 4,327 shares 4,327 $948K 0.05% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,031 shares; 2024Q4: 12,803 shares; 2025Q1: 13,323 shares; 2025Q2: 15,091 shares; 2025Q3: 11,416 shares; 2025Q4: 11,402 shares; 2026Q1: 14,073 shares; 2026Q2: 12,108 shares 12,108 $933K 0.05% -1,965 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,501 shares; 2024Q4: 4,352 shares; 2025Q1: 4,388 shares; 2025Q2: 4,613 shares; 2025Q3: 4,773 shares; 2025Q4: 7,368 shares; 2026Q1: 4,624 shares; 2026Q2: 3,777 shares 3,777 $918K 0.05% -847 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: 2,446 shares; 2024Q4: 2,563 shares; 2025Q1: 2,662 shares; 2025Q2: 3,128 shares; 2025Q3: 3,118 shares; 2025Q4: 6,257 shares; 2026Q1: 6,290 shares; 2026Q2: 6,404 shares 6,404 $917K 0.05% +114 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: 3,671 shares; 2024Q4: 3,334 shares; 2025Q1: 3,283 shares; 2025Q2: 3,400 shares; 2025Q3: 6,355 shares; 2025Q4: 6,542 shares; 2026Q1: 6,774 shares; 2026Q2: 7,233 shares 7,233 $916K 0.05% +459 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,698 shares 3,698 $911K 0.05% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,041 shares; 2024Q4: 11,359 shares; 2025Q1: 8,953 shares; 2025Q2: 8,459 shares; 2025Q3: 7,693 shares; 2025Q4: 12,757 shares; 2026Q1: 8,276 shares; 2026Q2: 8,291 shares 8,291 $907K 0.05% +15 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,486 shares; 2025Q4: 26,605 shares; 2026Q1: 26,605 shares; 2026Q2: 26,161 shares 26,161 $905K 0.05% -444 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 561 shares; 2024Q4: 560 shares; 2025Q1: 460 shares; 2025Q2: 6,036 shares; 2025Q3: 11,211 shares; 2025Q4: 9,667 shares; 2026Q1: 4,386 shares; 2026Q2: 3,007 shares 3,007 $890K 0.05% -1,379 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: 12,963 shares; 2024Q4: 13,573 shares; 2025Q1: 14,595 shares; 2025Q2: 16,749 shares; 2025Q3: 17,193 shares; 2025Q4: 17,155 shares; 2026Q1: 18,259 shares; 2026Q2: 17,167 shares 17,167 $876K 0.05% -1,092 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,931 shares; 2024Q4: 15,330 shares; 2025Q1: 11,150 shares; 2025Q2: 11,490 shares; 2025Q3: 12,486 shares; 2025Q4: 12,528 shares; 2026Q1: 12,457 shares; 2026Q2: 12,923 shares 12,923 $869K 0.05% +466 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: 2,238 shares; 2024Q4: 2,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: 6,889 shares; 2026Q1: 7,035 shares; 2026Q2: 7,375 shares 7,375 $865K 0.05% +340 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: 4,331 shares; 2024Q4: 7,121 shares; 2025Q1: 6,245 shares; 2025Q2: 5,588 shares; 2025Q3: 9,130 shares; 2025Q4: 11,379 shares; 2026Q1: 8,811 shares; 2026Q2: 8,017 shares 8,017 $863K 0.05% -794 Timeline SOXX 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: 1,230 shares; 2025Q3: 1,185 shares; 2025Q4: 1,442 shares; 2026Q1: 1,349 shares; 2026Q2: 1,342 shares 1,342 $860K 0.05% -7 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,230 shares; 2025Q1: 1,067 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,407 shares; 2026Q1: not reported; 2026Q2: 704 shares 704 $841K 0.05% new 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: 2,869 shares; 2024Q4: 2,946 shares; 2025Q1: 2,861 shares; 2025Q2: 2,761 shares; 2025Q3: 2,780 shares; 2025Q4: 2,808 shares; 2026Q1: 7,221 shares; 2026Q2: 3,111 shares 3,111 $841K 0.05% -4,110 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: 2,073 shares; 2024Q4: 2,160 shares; 2025Q1: 2,194 shares; 2025Q2: 2,361 shares; 2025Q3: 2,417 shares; 2025Q4: 2,536 shares; 2026Q1: 2,559 shares; 2026Q2: 2,670 shares 2,670 $840K 0.05% +111 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: 19,820 shares; 2024Q4: 20,431 shares; 2025Q1: 19,975 shares; 2025Q2: 20,088 shares; 2025Q3: 20,427 shares; 2025Q4: 19,519 shares; 2026Q1: 19,199 shares; 2026Q2: 18,266 shares 18,266 $831K 0.05% -933 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: 2,721 shares; 2024Q4: 2,738 shares; 2025Q1: 3,216 shares; 2025Q2: 3,178 shares; 2025Q3: 3,390 shares; 2025Q4: 3,168 shares; 2026Q1: 3,724 shares; 2026Q2: 4,904 shares 4,904 $823K 0.05% +1,180 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 649 shares; 2025Q1: 644 shares; 2025Q2: 702 shares; 2025Q3: 721 shares; 2025Q4: 774 shares; 2026Q1: 717 shares; 2026Q2: 840 shares 840 $821K 0.05% +123 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,284 shares; 2024Q4: 19,576 shares; 2025Q1: 39,849 shares; 2025Q2: 47,283 shares; 2025Q3: 60,440 shares; 2025Q4: 77,236 shares; 2026Q1: 76,701 shares; 2026Q2: 71,526 shares 71,526 $807K 0.05% -5,175 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,979 shares; 2024Q4: 5,117 shares; 2025Q1: 3,835 shares; 2025Q2: 4,115 shares; 2025Q3: 4,135 shares; 2025Q4: 5,011 shares; 2026Q1: 4,935 shares; 2026Q2: 4,977 shares 4,977 $806K 0.05% +42 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,944 shares; 2024Q4: 11,857 shares; 2025Q1: 11,610 shares; 2025Q2: 11,538 shares; 2025Q3: 11,538 shares; 2025Q4: 11,538 shares; 2026Q1: 12,968 shares; 2026Q2: 11,538 shares 11,538 $802K 0.05% -1,430 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,193 shares; 2025Q1: 2,415 shares; 2025Q2: 2,622 shares; 2025Q3: 2,561 shares; 2025Q4: 3,727 shares; 2026Q1: 4,099 shares; 2026Q2: 5,183 shares 5,183 $796K 0.05% +1,084 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 1,632 shares; 2025Q1: 1,626 shares; 2025Q2: 1,726 shares; 2025Q3: 1,803 shares; 2025Q4: 1,757 shares; 2026Q1: 1,937 shares; 2026Q2: 1,941 shares 1,941 $795K 0.05% +4 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: 890 shares; 2024Q4: 923 shares; 2025Q1: 927 shares; 2025Q2: 1,088 shares; 2025Q3: 1,092 shares; 2025Q4: 11,791 shares; 2026Q1: 18,326 shares; 2026Q2: 2,523 shares 2,523 $790K 0.05% -15,803 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: 5,631 shares; 2024Q4: 22,226 shares; 2025Q1: 22,023 shares; 2025Q2: 21,897 shares; 2025Q3: 21,897 shares; 2025Q4: 28,871 shares; 2026Q1: 23,177 shares; 2026Q2: 23,177 shares 23,177 $784K 0.05% 0 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687,404 shares; 2024Q4: 24,037 shares; 2025Q1: 483,908 shares; 2025Q2: 355,235 shares; 2025Q3: 364,994 shares; 2025Q4: 28,414 shares; 2026Q1: 28,420 shares; 2026Q2: 26,137 shares 26,137 $782K 0.05% -2,283 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 1,524 shares; 2026Q1: 1,965 shares; 2026Q2: 2,303 shares 2,303 $771K 0.04% +338 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: 9,525 shares; 2025Q1: 9,476 shares; 2025Q2: 11,516 shares; 2025Q3: 11,589 shares; 2025Q4: 15,406 shares; 2026Q1: 15,216 shares; 2026Q2: 15,785 shares 15,785 $764K 0.04% +569 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 4,713 shares; 2025Q1: 4,603 shares; 2025Q2: 4,617 shares; 2025Q3: 4,503 shares; 2025Q4: 4,532 shares; 2026Q1: 4,642 shares; 2026Q2: 4,689 shares 4,689 $764K 0.04% +47 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: 6,371 shares; 2024Q4: 6,600 shares; 2025Q1: 7,242 shares; 2025Q2: 7,394 shares; 2025Q3: 7,610 shares; 2025Q4: 7,606 shares; 2026Q1: 8,289 shares; 2026Q2: 7,918 shares 7,918 $762K 0.04% -371 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 3,085 shares; 2026Q1: 3,753 shares; 2026Q2: 5,217 shares 5,217 $747K 0.04% +1,464 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 22,156 shares; 2026Q1: 21,893 shares; 2026Q2: 19,844 shares 19,844 $746K 0.04% -2,049 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,086 shares; 2024Q4: 7,454 shares; 2025Q1: 8,179 shares; 2025Q2: 8,828 shares; 2025Q3: 10,491 shares; 2025Q4: 10,069 shares; 2026Q1: 9,890 shares; 2026Q2: 10,649 shares 10,649 $734K 0.04% +759 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,315 shares; 2024Q4: 8,425 shares; 2025Q1: 7,217 shares; 2025Q2: 7,468 shares; 2025Q3: 7,288 shares; 2025Q4: 15,965 shares; 2026Q1: 14,156 shares; 2026Q2: 13,791 shares 13,791 $732K 0.04% -365 Timeline IUSG 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: 2,888 shares; 2025Q3: 2,922 shares; 2025Q4: 3,854 shares; 2026Q1: 3,946 shares; 2026Q2: 3,868 shares 3,868 $728K 0.04% -78 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: 1,257 shares; 2024Q4: 1,350 shares; 2025Q1: 1,424 shares; 2025Q2: 1,796 shares; 2025Q3: 2,042 shares; 2025Q4: 2,264 shares; 2026Q1: 2,704 shares; 2026Q2: 2,286 shares 2,286 $720K 0.04% -418 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 294 shares; 2024Q4: 300 shares; 2025Q1: 332 shares; 2025Q2: 344 shares; 2025Q3: 329 shares; 2025Q4: 410 shares; 2026Q1: 552 shares; 2026Q2: 688 shares 688 $717K 0.04% +136 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,069 shares; 2024Q4: 8,056 shares; 2025Q1: 8,056 shares; 2025Q2: 8,276 shares; 2025Q3: 6,894 shares; 2025Q4: 7,533 shares; 2026Q1: 7,418 shares; 2026Q2: 6,887 shares 6,887 $715K 0.04% -531 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 2,583 shares; 2025Q1: not reported; 2025Q2: 2,663 shares; 2025Q3: 2,724 shares; 2025Q4: 3,003 shares; 2026Q1: 3,612 shares; 2026Q2: 4,879 shares 4,879 $713K 0.04% +1,267 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,029 shares; 2026Q1: 7,052 shares; 2026Q2: 7,053 shares 7,053 $708K 0.04% +1 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: 2,813 shares; 2024Q4: 6,062 shares; 2025Q1: 5,920 shares; 2025Q2: 6,908 shares; 2025Q3: 6,881 shares; 2025Q4: 6,315 shares; 2026Q1: 6,273 shares; 2026Q2: 6,184 shares 6,184 $706K 0.04% -89 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,115 shares; 2024Q4: 7,177 shares; 2025Q1: 6,976 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,701 shares; 2026Q1: 7,254 shares; 2026Q2: 6,758 shares 6,758 $695K 0.04% -496 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,413 shares; 2026Q2: 8,401 shares 8,401 $694K 0.04% +6,988 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: 573 shares; 2024Q4: 726 shares; 2025Q1: 892 shares; 2025Q2: 1,191 shares; 2025Q3: 1,108 shares; 2025Q4: 988 shares; 2026Q1: 1,071 shares; 2026Q2: 1,091 shares 1,091 $692K 0.04% +20 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,789 shares; 2024Q4: not reported; 2025Q1: 4,316 shares; 2025Q2: 4,812 shares; 2025Q3: 5,208 shares; 2025Q4: 8,044 shares; 2026Q1: 8,232 shares; 2026Q2: 6,619 shares 6,619 $685K 0.04% -1,613 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,675 shares; 2024Q4: 1,681 shares; 2025Q1: 1,756 shares; 2025Q2: 1,889 shares; 2025Q3: 1,900 shares; 2025Q4: 1,861 shares; 2026Q1: 1,954 shares; 2026Q2: 1,749 shares 1,749 $682K 0.04% -205 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,621 shares; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,914 shares; 2025Q3: 4,225 shares; 2025Q4: 4,355 shares; 2026Q1: 4,768 shares; 2026Q2: 4,258 shares 4,258 $673K 0.04% -510 Timeline DFUS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,120 shares; 2025Q4: 8,138 shares; 2026Q1: 8,157 shares; 2026Q2: 8,177 shares 8,177 $670K 0.04% +20 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: 8,151 shares; 2024Q4: 6,778 shares; 2025Q1: 8,115 shares; 2025Q2: 8,720 shares; 2025Q3: 9,083 shares; 2025Q4: 8,400 shares; 2026Q1: 7,674 shares; 2026Q2: 7,812 shares 7,812 $654K 0.04% +138 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,864 shares; 2026Q2: 2,850 shares 2,850 $654K 0.04% -14 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,211 shares; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: 4,404 shares; 2025Q4: 10,562 shares; 2026Q1: 21,031 shares; 2026Q2: 19,613 shares 19,613 $653K 0.04% -1,418 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: 25,469 shares; 2024Q4: 16,572 shares; 2025Q1: 109,124 shares; 2025Q2: 14,815 shares; 2025Q3: 20,439 shares; 2025Q4: 17,482 shares; 2026Q1: 21,555 shares; 2026Q2: 26,981 shares 26,981 $650K 0.04% +5,426 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 17,759 shares; 2026Q1: 17,758 shares; 2026Q2: 17,758 shares 17,758 $649K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,942 shares; 2026Q1: 7,042 shares; 2026Q2: 8,713 shares 8,713 $649K 0.04% +1,671 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: 496 shares; 2025Q1: 569 shares; 2025Q2: 641 shares; 2025Q3: 689 shares; 2025Q4: 646 shares; 2026Q1: 694 shares; 2026Q2: 674 shares 674 $648K 0.04% -20 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,311 shares; 2024Q4: 2,380 shares; 2025Q1: 3,150 shares; 2025Q2: 2,540 shares; 2025Q3: 2,016 shares; 2025Q4: 2,805 shares; 2026Q1: 2,655 shares; 2026Q2: 2,672 shares 2,672 $648K 0.04% +17 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,083 shares; 2026Q1: 7,813 shares; 2026Q2: 10,045 shares 10,045 $645K 0.04% +2,232 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 899 shares; 2026Q2: 1,323 shares 1,323 $640K 0.04% +424 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,961 shares; 2025Q3: 2,961 shares; 2025Q4: 3,001 shares; 2026Q1: 2,343 shares; 2026Q2: 2,387 shares 2,387 $640K 0.04% +44 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: not reported; 2024Q4: 2,616 shares; 2025Q1: 5,713 shares; 2025Q2: 3,600 shares; 2025Q3: 4,310 shares; 2025Q4: 4,777 shares; 2026Q1: 5,029 shares; 2026Q2: 4,981 shares 4,981 $629K 0.04% -48 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 2,085 shares; 2025Q1: 2,134 shares; 2025Q2: 2,891 shares; 2025Q3: 2,936 shares; 2025Q4: 3,254 shares; 2026Q1: 3,383 shares; 2026Q2: 2,828 shares 2,828 $623K 0.04% -555 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,900 shares; 2025Q4: 28,027 shares; 2026Q1: 28,027 shares; 2026Q2: 27,404 shares 27,404 $617K 0.04% -623 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,379 shares; 2025Q3: 3,801 shares; 2025Q4: 4,072 shares; 2026Q1: 3,795 shares; 2026Q2: 3,807 shares 3,807 $615K 0.04% +12 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,617 shares; 2024Q4: 12,256 shares; 2025Q1: 12,256 shares; 2025Q2: 12,256 shares; 2025Q3: 12,256 shares; 2025Q4: 12,256 shares; 2026Q1: 12,256 shares; 2026Q2: 12,256 shares 12,256 $614K 0.04% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,152 shares; 2025Q1: 1,240 shares; 2025Q2: 1,418 shares; 2025Q3: 2,351 shares; 2025Q4: 2,529 shares; 2026Q1: 4,010 shares; 2026Q2: 3,620 shares 3,620 $603K 0.03% -390 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: 6,821 shares; 2024Q4: 7,319 shares; 2025Q1: 5,561 shares; 2025Q2: 6,087 shares; 2025Q3: 5,411 shares; 2025Q4: 8,262 shares; 2026Q1: 9,198 shares; 2026Q2: 9,966 shares 9,966 $602K 0.03% +768 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: 16,761 shares; 2024Q4: 21,641 shares; 2025Q1: 31,372 shares; 2025Q2: 35,443 shares; 2025Q3: 36,747 shares; 2025Q4: 39,367 shares; 2026Q1: 51,704 shares; 2026Q2: 43,143 shares 43,143 $600K 0.03% -8,561 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,594 shares; 2025Q4: 1,709 shares; 2026Q1: 1,757 shares; 2026Q2: 2,282 shares 2,282 $594K 0.03% +525 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,904 shares; 2024Q4: 15,995 shares; 2025Q1: 15,995 shares; 2025Q2: 15,995 shares; 2025Q3: 14,268 shares; 2025Q4: 14,268 shares; 2026Q1: 12,828 shares; 2026Q2: 12,828 shares 12,828 $585K 0.03% 0 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: 5,935 shares; 2024Q4: 5,931 shares; 2025Q1: 5,708 shares; 2025Q2: 5,524 shares; 2025Q3: 4,636 shares; 2025Q4: 4,039 shares; 2026Q1: 20,727 shares; 2026Q2: 3,158 shares 3,158 $585K 0.03% -17,569 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,673 shares; 2025Q3: 5,120 shares; 2025Q4: 5,172 shares; 2026Q1: 5,787 shares; 2026Q2: 6,337 shares 6,337 $585K 0.03% +550 Timeline VIOO 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: 5,939 shares; 2024Q4: 5,851 shares; 2025Q1: 6,461 shares; 2025Q2: 6,230 shares; 2025Q3: 6,175 shares; 2025Q4: 6,224 shares; 2026Q1: 6,338 shares; 2026Q2: 4,243 shares 4,243 $584K 0.03% -2,095 Timeline VSS 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: 19,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: 3,706 shares; 2026Q1: 3,825 shares; 2026Q2: 3,771 shares 3,771 $582K 0.03% -54 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,921 shares; 2024Q4: 3,280 shares; 2025Q1: 3,394 shares; 2025Q2: 4,657 shares; 2025Q3: 4,736 shares; 2025Q4: 4,888 shares; 2026Q1: 5,124 shares; 2026Q2: 4,828 shares 4,828 $580K 0.03% -296 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,086 shares; 2025Q1: 7,127 shares; 2025Q2: 6,852 shares; 2025Q3: 6,854 shares; 2025Q4: 6,855 shares; 2026Q1: 7,197 shares; 2026Q2: 6,326 shares 6,326 $572K 0.03% -871 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,104 shares; 2025Q3: 1,044 shares; 2025Q4: 2,577 shares; 2026Q1: 2,487 shares; 2026Q2: 2,583 shares 2,583 $564K 0.03% +96 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: 5,063 shares; 2024Q4: 5,016 shares; 2025Q1: 4,776 shares; 2025Q2: 4,915 shares; 2025Q3: 4,871 shares; 2025Q4: 4,809 shares; 2026Q1: 4,505 shares; 2026Q2: 4,471 shares 4,471 $563K 0.03% -34 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 951 shares; 2025Q1: 816 shares; 2025Q2: 872 shares; 2025Q3: 948 shares; 2025Q4: 1,024 shares; 2026Q1: 1,027 shares; 2026Q2: 1,093 shares 1,093 $563K 0.03% +66 Timeline SPHQ 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: 6,796 shares; 2026Q1: 6,354 shares; 2026Q2: 6,241 shares 6,241 $562K 0.03% -113 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,399 shares; 2026Q1: 26,514 shares; 2026Q2: 33,284 shares 33,284 $560K 0.03% +6,770 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: 5,698 shares; 2025Q1: 5,698 shares; 2025Q2: 6,001 shares; 2025Q3: 7,453 shares; 2025Q4: 7,231 shares; 2026Q1: 7,323 shares; 2026Q2: 7,374 shares 7,374 $557K 0.03% +51 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: 3,051 shares; 2024Q4: 1,943 shares; 2025Q1: 1,954 shares; 2025Q2: 2,461 shares; 2025Q3: 2,465 shares; 2025Q4: not reported; 2026Q1: 2,456 shares; 2026Q2: 4,264 shares 4,264 $553K 0.03% +1,808 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,331 shares; 2024Q4: 2,271 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,667 shares; 2025Q4: 3,492 shares; 2026Q1: 4,208 shares; 2026Q2: 3,666 shares 3,666 $550K 0.03% -542 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 778 shares; 2024Q4: 762 shares; 2025Q1: 885 shares; 2025Q2: 796 shares; 2025Q3: 758 shares; 2025Q4: 874 shares; 2026Q1: 959 shares; 2026Q2: 1,094 shares 1,094 $544K 0.03% +135 Timeline SCHV 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: 5,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,169 shares; 2025Q2: 15,637 shares; 2025Q3: 15,637 shares; 2025Q4: 15,784 shares; 2026Q1: 15,610 shares; 2026Q2: 15,610 shares 15,610 $543K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 1,558 shares; 2025Q4: 1,701 shares; 2026Q1: 1,650 shares; 2026Q2: 2,362 shares 2,362 $536K 0.03% +712 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 1,072 shares; 2026Q1: 1,313 shares; 2026Q2: 1,524 shares 1,524 $534K 0.03% +211 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,092 shares; 2024Q4: 6,073 shares; 2025Q1: 6,358 shares; 2025Q2: 6,149 shares; 2025Q3: 5,915 shares; 2025Q4: 6,394 shares; 2026Q1: 6,142 shares; 2026Q2: 7,422 shares 7,422 $531K 0.03% +1,280 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD 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: 18,519 shares 18,519 $529K 0.03% new 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: 416 shares; 2024Q4: 541 shares; 2025Q1: 555 shares; 2025Q2: 6,242 shares; 2025Q3: 6,485 shares; 2025Q4: 7,017 shares; 2026Q1: 852 shares; 2026Q2: 1,294 shares 1,294 $527K 0.03% +442 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: 1,563 shares; 2024Q4: 1,546 shares; 2025Q1: 1,718 shares; 2025Q2: 1,981 shares; 2025Q3: 2,683 shares; 2025Q4: 3,156 shares; 2026Q1: 3,328 shares; 2026Q2: 2,749 shares 2,749 $524K 0.03% -579 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,967 shares; 2026Q1: 14,087 shares; 2026Q2: 14,202 shares 14,202 $522K 0.03% +115 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,410 shares; 2026Q2: 2,747 shares 2,747 $517K 0.03% +337 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,842 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,058 shares; 2026Q1: 3,496 shares; 2026Q2: 3,806 shares 3,806 $516K 0.03% +310 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares; 2026Q2: 1,780 shares 1,780 $515K 0.03% +517 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: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 1,881 shares; 2026Q1: 1,700 shares; 2026Q2: 1,999 shares 1,999 $512K 0.03% +299 Timeline XTJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,203 shares; 2026Q2: 14,978 shares 14,978 $510K 0.03% +775 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 826 shares 826 $510K 0.03% new Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 17,138 shares; 2026Q1: 17,138 shares; 2026Q2: 17,138 shares 17,138 $509K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,450 shares; 2024Q4: 7,166 shares; 2025Q1: 7,137 shares; 2025Q2: 5,680 shares; 2025Q3: 5,984 shares; 2025Q4: 9,170 shares; 2026Q1: 10,566 shares; 2026Q2: 8,377 shares 8,377 $509K 0.03% -2,189 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: 711 shares; 2024Q4: 677 shares; 2025Q1: 656 shares; 2025Q2: 638 shares; 2025Q3: 619 shares; 2025Q4: 862 shares; 2026Q1: 996 shares; 2026Q2: 810 shares 810 $505K 0.03% -186 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: 6,719 shares; 2024Q4: 6,678 shares; 2025Q1: 6,678 shares; 2025Q2: 6,678 shares; 2025Q3: 6,678 shares; 2025Q4: 6,678 shares; 2026Q1: 6,678 shares; 2026Q2: 6,697 shares 6,697 $503K 0.03% +19 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: 4,397 shares; 2024Q4: 32,958 shares; 2025Q1: 14,442 shares; 2025Q2: 3,654 shares; 2025Q3: 3,989 shares; 2025Q4: 4,290 shares; 2026Q1: 3,897 shares; 2026Q2: 4,268 shares 4,268 $502K 0.03% +371 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,483 shares; 2024Q4: 5,483 shares; 2025Q1: 5,483 shares; 2025Q2: 5,483 shares; 2025Q3: 5,483 shares; 2025Q4: 5,483 shares; 2026Q1: 6,574 shares; 2026Q2: 6,536 shares 6,536 $497K 0.03% -38 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 1,050 shares; 2026Q1: 1,221 shares; 2026Q2: 1,837 shares 1,837 $497K 0.03% +616 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 410 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,104 shares 1,104 $492K 0.03% new Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,893 shares; 2026Q1: 7,026 shares; 2026Q2: 6,371 shares 6,371 $488K 0.03% -655 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 953 shares; 2025Q1: 1,159 shares; 2025Q2: 1,422 shares; 2025Q3: not reported; 2025Q4: 1,406 shares; 2026Q1: 2,161 shares; 2026Q2: 2,246 shares 2,246 $483K 0.03% +85 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: 1,089 shares 1,089 $470K 0.03% new 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: 3,744 shares; 2025Q2: 6,278 shares; 2025Q3: 10,992 shares; 2025Q4: 10,488 shares; 2026Q1: 8,140 shares; 2026Q2: 6,175 shares 6,175 $468K 0.03% -1,965 Timeline DFAI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,511 shares; 2025Q4: 11,588 shares; 2026Q1: 11,209 shares; 2026Q2: 11,338 shares 11,338 $468K 0.03% +129 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,294 shares; 2024Q4: 53,294 shares; 2025Q1: 47,294 shares; 2025Q2: 47,294 shares; 2025Q3: 51,760 shares; 2025Q4: 51,762 shares; 2026Q1: 51,767 shares; 2026Q2: 45,767 shares 45,767 $467K 0.03% -6,000 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: 15,504 shares; 2024Q4: 40,556 shares; 2025Q1: 17,107 shares; 2025Q2: 20,293 shares; 2025Q3: 22,885 shares; 2025Q4: 19,111 shares; 2026Q1: 23,739 shares; 2026Q2: 22,469 shares 22,469 $465K 0.03% -1,270 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: 3,421 shares; 2024Q4: 3,365 shares; 2025Q1: 3,279 shares; 2025Q2: 8,020 shares; 2025Q3: 8,028 shares; 2025Q4: 7,870 shares; 2026Q1: 8,189 shares; 2026Q2: 7,991 shares 7,991 $462K 0.03% -198 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,620 shares; 2024Q4: 2,621 shares; 2025Q1: 2,401 shares; 2025Q2: 2,402 shares; 2025Q3: 2,516 shares; 2025Q4: 16,721 shares; 2026Q1: 2,598 shares; 2026Q2: 2,933 shares 2,933 $458K 0.03% +335 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares; 2026Q1: 2,151 shares; 2026Q2: 1,749 shares 1,749 $455K 0.03% -402 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,932 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,287 shares; 2026Q1: 14,906 shares; 2026Q2: 20,336 shares 20,336 $455K 0.03% +5,430 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,463 shares; 2025Q4: 10,115 shares; 2026Q1: 10,046 shares; 2026Q2: 10,030 shares 10,030 $452K 0.03% -16 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 2,068 shares; 2025Q4: 2,391 shares; 2026Q1: 2,803 shares; 2026Q2: 3,119 shares 3,119 $451K 0.03% +316 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,292 shares 4,292 $449K 0.03% new 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: 3,023 shares; 2024Q4: 3,301 shares; 2025Q1: 2,955 shares; 2025Q2: 3,696 shares; 2025Q3: 4,619 shares; 2025Q4: 4,581 shares; 2026Q1: 4,490 shares; 2026Q2: 4,681 shares 4,681 $448K 0.03% +191 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 56 shares; 2025Q1: 67 shares; 2025Q2: 483 shares; 2025Q3: 482 shares; 2025Q4: 585 shares; 2026Q1: 150 shares; 2026Q2: 2,509 shares 2,509 $447K 0.03% +2,359 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: 2,090 shares; 2024Q4: 2,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,219 shares; 2026Q1: 3,112 shares; 2026Q2: 3,404 shares 3,404 $445K 0.03% +292 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,179 shares; 2025Q3: 38,448 shares; 2025Q4: 10,246 shares; 2026Q1: 17,708 shares; 2026Q2: 17,102 shares 17,102 $444K 0.03% -606 Timeline BSMQ 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: 18,688 shares 18,688 $440K 0.03% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,817 shares; 2026Q1: 3,983 shares; 2026Q2: 7,181 shares 7,181 $438K 0.03% +3,198 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,693 shares; 2024Q4: 11,217 shares; 2025Q1: 8,960 shares; 2025Q2: 7,431 shares; 2025Q3: 7,227 shares; 2025Q4: 6,798 shares; 2026Q1: 5,755 shares; 2026Q2: 5,255 shares 5,255 $437K 0.03% -500 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357 shares; 2026Q2: 525 shares 525 $436K 0.03% +168 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,419 shares; 2024Q4: 17,635 shares; 2025Q1: 5,073 shares; 2025Q2: 4,488 shares; 2025Q3: 4,133 shares; 2025Q4: 60,172 shares; 2026Q1: 7,813 shares; 2026Q2: 9,520 shares 9,520 $432K 0.02% +1,707 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,578 shares 2,578 $430K 0.02% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,118 shares; 2024Q4: 4,932 shares; 2025Q1: 4,617 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,372 shares; 2026Q1: 5,590 shares; 2026Q2: 5,527 shares 5,527 $427K 0.02% -63 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,474 shares; 2024Q4: 13,510 shares; 2025Q1: 10,060 shares; 2025Q2: 10,071 shares; 2025Q3: 9,899 shares; 2025Q4: 9,753 shares; 2026Q1: 9,756 shares; 2026Q2: 9,758 shares 9,758 $424K 0.02% +2 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,942 shares; 2026Q1: 6,285 shares; 2026Q2: 6,386 shares 6,386 $423K 0.02% +101 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE 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: 1,834 shares 1,834 $419K 0.02% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,965 shares; 2025Q4: 58,925 shares; 2026Q1: 26,496 shares; 2026Q2: 10,383 shares 10,383 $418K 0.02% -16,113 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,141 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,866 shares; 2026Q2: 11,970 shares 11,970 $417K 0.02% +6,104 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,515 shares; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,891 shares; 2025Q4: 3,092 shares; 2026Q1: 3,555 shares; 2026Q2: 4,488 shares 4,488 $416K 0.02% +933 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,322 shares; 2024Q4: 8,075 shares; 2025Q1: 8,103 shares; 2025Q2: 8,376 shares; 2025Q3: 8,186 shares; 2025Q4: 8,202 shares; 2026Q1: 8,790 shares; 2026Q2: 7,915 shares 7,915 $416K 0.02% -875 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: 1,841 shares 1,841 $412K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 953 shares; 2026Q1: 917 shares; 2026Q2: 1,635 shares 1,635 $411K 0.02% +718 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,980 shares; 2025Q1: 18,329 shares; 2025Q2: 22,545 shares; 2025Q3: 31,188 shares; 2025Q4: 32,784 shares; 2026Q1: 38,235 shares; 2026Q2: 39,032 shares 39,032 $410K 0.02% +797 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 2,506 shares; 2026Q1: 2,529 shares; 2026Q2: 1,598 shares 1,598 $409K 0.02% -931 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,631 shares; 2026Q1: 10,125 shares; 2026Q2: 12,756 shares 12,756 $408K 0.02% +2,631 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 794 shares; 2026Q2: 1,234 shares 1,234 $408K 0.02% +440 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,699 shares; 2025Q3: 2,879 shares; 2025Q4: 3,043 shares; 2026Q1: 3,443 shares; 2026Q2: 3,647 shares 3,647 $408K 0.02% +204 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: 1,839 shares 1,839 $407K 0.02% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,173 shares; 2024Q4: 14,173 shares; 2025Q1: 14,173 shares; 2025Q2: 14,173 shares; 2025Q3: 14,173 shares; 2025Q4: 13,788 shares; 2026Q1: 13,699 shares; 2026Q2: 13,430 shares 13,430 $405K 0.02% -269 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 866 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 1,102 shares; 2025Q4: 1,425 shares; 2026Q1: 1,435 shares; 2026Q2: 1,355 shares 1,355 $405K 0.02% -80 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,481 shares; 2026Q2: 3,648 shares 3,648 $404K 0.02% +1,167 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,873 shares; 2025Q4: 5,754 shares; 2026Q1: 6,120 shares; 2026Q2: 6,494 shares 6,494 $398K 0.02% +374 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,722 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,360 shares; 2025Q3: 3,369 shares; 2025Q4: 3,028 shares; 2026Q1: 5,684 shares; 2026Q2: 5,089 shares 5,089 $395K 0.02% -595 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 387 shares; 2026Q2: 600 shares 600 $386K 0.02% +213 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,045 shares; 2026Q1: not reported; 2026Q2: 2,819 shares 2,819 $383K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,814 shares; 2025Q4: 16,795 shares; 2026Q1: 7,978 shares; 2026Q2: 4,784 shares 4,784 $383K 0.02% -3,194 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,697 shares; 2025Q2: 1,673 shares; 2025Q3: 1,789 shares; 2025Q4: 2,056 shares; 2026Q1: 1,968 shares; 2026Q2: 2,836 shares 2,836 $382K 0.02% +868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 685 shares; 2025Q4: 748 shares; 2026Q1: 739 shares; 2026Q2: 767 shares 767 $380K 0.02% +28 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: 26,634 shares; 2024Q4: 21,223 shares; 2025Q1: 1,660 shares; 2025Q2: 1,368 shares; 2025Q3: 1,382 shares; 2025Q4: 1,306 shares; 2026Q1: 1,310 shares; 2026Q2: 1,292 shares 1,292 $379K 0.02% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares; 2026Q2: 1,342 shares 1,342 $377K 0.02% +91 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 4,356 shares; 2026Q1: 5,569 shares; 2026Q2: 5,362 shares 5,362 $376K 0.02% -207 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,687 shares 2,687 $373K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,743 shares; 2026Q1: 1,788 shares; 2026Q2: 2,361 shares 2,361 $370K 0.02% +573 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 41,581 shares; 2026Q1: 33,119 shares; 2026Q2: 33,129 shares 33,129 $369K 0.02% +10 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,391 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,322 shares 2,322 $369K 0.02% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: 2,212 shares; 2026Q2: 2,982 shares 2,982 $367K 0.02% +770 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 953 shares; 2025Q4: 1,003 shares; 2026Q1: 1,147 shares; 2026Q2: 1,152 shares 1,152 $366K 0.02% +5 Timeline FC FRANKLIN COVEY CO More: the full row for FRANKLIN COVEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,133 shares; 2024Q4: 15,709 shares; 2025Q1: 15,433 shares; 2025Q2: 15,433 shares; 2025Q3: 15,433 shares; 2025Q4: 14,838 shares; 2026Q1: 14,877 shares; 2026Q2: 14,893 shares 14,893 $365K 0.02% +16 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 1,504 shares; 2026Q1: 1,818 shares; 2026Q2: 2,091 shares 2,091 $363K 0.02% +273 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,557 shares 3,557 $362K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 3,215 shares; 2026Q1: 3,917 shares; 2026Q2: 4,257 shares 4,257 $360K 0.02% +340 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,450 shares; 2024Q4: 1,508 shares; 2025Q1: 1,854 shares; 2025Q2: 2,964 shares; 2025Q3: 3,053 shares; 2025Q4: 2,995 shares; 2026Q1: 3,096 shares; 2026Q2: 2,910 shares 2,910 $358K 0.02% -186 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 2,693 shares; 2026Q2: 2,709 shares 2,709 $357K 0.02% +16 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,343 shares; 2026Q2: 1,497 shares 1,497 $356K 0.02% +154 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,203 shares; 2024Q4: 8,215 shares; 2025Q1: 8,077 shares; 2025Q2: 8,857 shares; 2025Q3: 8,866 shares; 2025Q4: 6,819 shares; 2026Q1: 6,819 shares; 2026Q2: 6,813 shares 6,813 $355K 0.02% -6 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,304 shares; 2026Q2: 2,812 shares 2,812 $355K 0.02% +508 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,613 shares; 2024Q4: 3,602 shares; 2025Q1: 3,717 shares; 2025Q2: 4,222 shares; 2025Q3: 3,988 shares; 2025Q4: 3,817 shares; 2026Q1: 3,883 shares; 2026Q2: 4,758 shares 4,758 $355K 0.02% +875 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 541 shares; 2026Q2: 781 shares 781 $354K 0.02% +240 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 459 shares; 2026Q2: 490 shares 490 $353K 0.02% +31 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE 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: 1,821 shares 1,821 $352K 0.02% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares; 2026Q1: not reported; 2026Q2: 4,508 shares 4,508 $351K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,003 shares; 2024Q4: 11,718 shares; 2025Q1: 15,053 shares; 2025Q2: 11,776 shares; 2025Q3: 11,776 shares; 2025Q4: 12,242 shares; 2026Q1: 13,258 shares; 2026Q2: 11,907 shares 11,907 $350K 0.02% -1,351 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: 519 shares; 2024Q4: 582 shares; 2025Q1: 641 shares; 2025Q2: 815 shares; 2025Q3: 793 shares; 2025Q4: 965 shares; 2026Q1: 1,077 shares; 2026Q2: 876 shares 876 $348K 0.02% -201 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,836 shares; 2025Q1: not reported; 2025Q2: 3,017 shares; 2025Q3: 3,334 shares; 2025Q4: 3,333 shares; 2026Q1: 3,742 shares; 2026Q2: 4,571 shares 4,571 $347K 0.02% +829 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 6,474 shares; 2025Q4: 6,471 shares; 2026Q1: 717 shares; 2026Q2: 705 shares 705 $346K 0.02% -12 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,051 shares; 2025Q4: 1,285 shares; 2026Q1: 1,497 shares; 2026Q2: 1,540 shares 1,540 $343K 0.02% +43 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,560 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,999 shares; 2025Q4: 22,999 shares; 2026Q1: 22,999 shares; 2026Q2: 23,376 shares 23,376 $340K 0.02% +377 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: 9,256 shares; 2025Q4: 7,885 shares; 2026Q1: 6,663 shares; 2026Q2: 5,133 shares 5,133 $339K 0.02% -1,530 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,733 shares; 2025Q4: 8,763 shares; 2026Q1: 9,253 shares; 2026Q2: 9,172 shares 9,172 $339K 0.02% -81 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,811 shares; 2026Q1: 6,469 shares; 2026Q2: 8,928 shares 8,928 $339K 0.02% +2,459 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,432 shares; 2024Q4: 8,022 shares; 2025Q1: 7,441 shares; 2025Q2: 7,281 shares; 2025Q3: 6,591 shares; 2025Q4: 6,721 shares; 2026Q1: 5,913 shares; 2026Q2: 5,500 shares 5,500 $336K 0.02% -413 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 17,492 shares 17,492 $334K 0.02% new 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: 856 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 913 shares; 2026Q2: 913 shares 913 $334K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 1,089 shares; 2026Q1: 1,090 shares; 2026Q2: 1,090 shares 1,090 $334K 0.02% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. 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: 1,202 shares 1,202 $332K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,133 shares; 2026Q2: 4,344 shares 4,344 $332K 0.02% +211 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,253 shares; 2024Q4: 8,376 shares; 2025Q1: 5,257 shares; 2025Q2: 9,138 shares; 2025Q3: 9,265 shares; 2025Q4: 5,738 shares; 2026Q1: 2,350 shares; 2026Q2: 1,616 shares 1,616 $331K 0.02% -734 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,229 shares 6,229 $331K 0.02% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 2,104 shares; 2026Q1: 2,370 shares; 2026Q2: 2,248 shares 2,248 $329K 0.02% -122 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,348 shares; 2025Q1: not reported; 2025Q2: 7,909 shares; 2025Q3: 8,035 shares; 2025Q4: not reported; 2026Q1: 6,302 shares; 2026Q2: 6,912 shares 6,912 $329K 0.02% +610 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 428 shares; 2024Q4: 455 shares; 2025Q1: 559 shares; 2025Q2: 675 shares; 2025Q3: 1,437 shares; 2025Q4: 1,518 shares; 2026Q1: 1,507 shares; 2026Q2: 1,257 shares 1,257 $328K 0.02% -250 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,990 shares; 2024Q4: 3,917 shares; 2025Q1: 3,930 shares; 2025Q2: 3,978 shares; 2025Q3: not reported; 2025Q4: 2,948 shares; 2026Q1: 4,888 shares; 2026Q2: 3,562 shares 3,562 $327K 0.02% -1,326 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,757 shares; 2026Q1: 2,904 shares; 2026Q2: 3,868 shares 3,868 $323K 0.02% +964 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 868 shares; 2026Q1: 1,006 shares; 2026Q2: 1,112 shares 1,112 $323K 0.02% +106 Timeline IGV 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: 3,026 shares; 2025Q4: 3,026 shares; 2026Q1: 2,944 shares; 2026Q2: 3,565 shares 3,565 $323K 0.02% +621 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 3,931 shares; 2026Q1: 3,976 shares; 2026Q2: 4,698 shares 4,698 $321K 0.02% +722 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares; 2026Q1: 5,824 shares; 2026Q2: 5,824 shares 5,824 $316K 0.02% 0 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,769 shares; 2024Q4: 12,375 shares; 2025Q1: 11,720 shares; 2025Q2: 10,964 shares; 2025Q3: 10,605 shares; 2025Q4: 10,584 shares; 2026Q1: 10,397 shares; 2026Q2: 9,003 shares 9,003 $316K 0.02% -1,394 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,297 shares; 2025Q2: 28,918 shares; 2025Q3: 40,217 shares; 2025Q4: 30,191 shares; 2026Q1: not reported; 2026Q2: 1,527 shares 1,527 $315K 0.02% new Timeline FNDF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,731 shares; 2026Q1: 5,731 shares; 2026Q2: 5,950 shares 5,950 $314K 0.02% +219 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,844 shares 1,844 $311K 0.02% new Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,557 shares; 2024Q4: 6,557 shares; 2025Q1: 6,557 shares; 2025Q2: 6,557 shares; 2025Q3: 6,557 shares; 2025Q4: 6,557 shares; 2026Q1: 6,557 shares; 2026Q2: 6,557 shares 6,557 $310K 0.02% 0 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,632 shares; 2026Q2: 15,632 shares 15,632 $309K 0.02% 0 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 11,398 shares; 2025Q4: 11,121 shares; 2026Q1: 11,661 shares; 2026Q2: 11,661 shares 11,661 $308K 0.02% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,411 shares; 2025Q2: 6,624 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,120 shares; 2026Q2: 9,672 shares 9,672 $306K 0.02% -2,448 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,112 shares; 2026Q2: 6,247 shares 6,247 $303K 0.02% +2,135 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares; 2026Q2: 1,115 shares 1,115 $301K 0.02% +92 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 5,772 shares; 2026Q1: 8,298 shares; 2026Q2: 8,164 shares 8,164 $300K 0.02% -134 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 794 shares 794 $299K 0.02% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,033 shares; 2025Q4: 2,970 shares; 2026Q1: 4,111 shares; 2026Q2: 1,905 shares 1,905 $299K 0.02% -2,206 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,738 shares; 2026Q1: 4,238 shares; 2026Q2: 5,251 shares 5,251 $298K 0.02% +1,013 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 2,236 shares 2,236 $297K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,213 shares; 2026Q2: 4,339 shares 4,339 $297K 0.02% +126 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 5,204 shares; 2025Q4: 5,988 shares; 2026Q1: 6,214 shares; 2026Q2: 5,976 shares 5,976 $296K 0.02% -238 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,463 shares 12,463 $296K 0.02% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 637 shares; 2026Q2: 602 shares 602 $295K 0.02% -35 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,541 shares; 2024Q4: 13,379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares; 2026Q1: 12,571 shares; 2026Q2: 12,812 shares 12,812 $295K 0.02% +241 Timeline JANH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,715 shares; 2026Q2: 11,915 shares 11,915 $295K 0.02% +3,200 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP 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: 3,579 shares 3,579 $294K 0.02% new Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,683 shares; 2024Q4: 5,683 shares; 2025Q1: 5,683 shares; 2025Q2: 5,683 shares; 2025Q3: 5,683 shares; 2025Q4: 5,683 shares; 2026Q1: 5,683 shares; 2026Q2: 5,556 shares 5,556 $293K 0.02% -127 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: 2,421 shares; 2026Q2: 1,537 shares 1,537 $291K 0.02% -884 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 961 shares 961 $291K 0.02% new Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,909 shares 6,909 $290K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR 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: 1,701 shares 1,701 $288K 0.02% new Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares; 2026Q2: 2,263 shares 2,263 $288K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 570 shares; 2026Q1: 663 shares; 2026Q2: 691 shares 691 $287K 0.02% +28 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,516 shares; 2025Q4: 10,516 shares; 2026Q1: 10,516 shares; 2026Q2: 10,401 shares 10,401 $286K 0.02% -115 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 1,798 shares 1,798 $285K 0.02% new Timeline APRH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,469 shares; 2026Q2: 11,421 shares 11,421 $285K 0.02% +2,952 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares; 2026Q1: 3,676 shares; 2026Q2: 3,676 shares 3,676 $285K 0.02% 0 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 5,582 shares 5,582 $284K 0.02% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,542 shares; 2025Q4: 10,542 shares; 2026Q1: 10,302 shares; 2026Q2: 10,302 shares 10,302 $284K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: not reported; 2026Q1: 1,089 shares; 2026Q2: 1,199 shares 1,199 $284K 0.02% +110 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,482 shares; 2025Q4: 17,292 shares; 2026Q1: 13,524 shares; 2026Q2: 4,576 shares 4,576 $281K 0.02% -8,948 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 1,125 shares 1,125 $281K 0.02% new Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,328 shares; 2024Q4: 73,072 shares; 2025Q1: 104,981 shares; 2025Q2: 113,120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,336 shares 5,336 $281K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS 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: 3,276 shares; 2026Q1: 2,931 shares; 2026Q2: 3,143 shares 3,143 $279K 0.02% +212 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 325 shares 325 $279K 0.02% new Timeline PHM PULTE GROUP INC More: the full row for PULTE 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: not reported; 2026Q2: 2,033 shares 2,033 $279K 0.02% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,171 shares; 2024Q4: 2,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,239 shares; 2025Q4: 2,267 shares; 2026Q1: 2,351 shares; 2026Q2: 2,449 shares 2,449 $278K 0.02% +98 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,283 shares 1,283 $277K 0.02% new Timeline IWO 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: 679 shares; 2025Q4: 706 shares; 2026Q1: 703 shares; 2026Q2: 703 shares 703 $277K 0.02% 0 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN 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: 814 shares 814 $275K 0.02% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC 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: 10,829 shares 10,829 $274K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 241 shares 241 $273K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,260 shares 1,260 $273K 0.02% new Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,396 shares 3,396 $273K 0.02% new Timeline