SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 120,132 shares; 2025Q1: 110,795 shares; 2025Q2: 91,461 shares; 2025Q3: 78,429 shares; 2025Q4: 39,416 shares; 2026Q1: 90,648 shares; 2026Q2: 164,909 shares; 2026Q3: 170,904 shares 170,904 $18.9M 6.54% +5,995 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 110,144 shares; 2025Q1: 17,259 shares; 2025Q2: 175,110 shares; 2025Q3: 58,727 shares; 2025Q4: 32,771 shares; 2026Q1: 46,188 shares; 2026Q2: 162,018 shares; 2026Q3: 166,137 shares 166,137 $16.7M 5.8% +4,119 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 139,858 shares; 2025Q1: 191,685 shares; 2025Q2: 233,377 shares; 2025Q3: 81,936 shares; 2025Q4: 42,291 shares; 2026Q1: 159,302 shares; 2026Q2: 212,456 shares; 2026Q3: 161,486 shares 161,486 $14.8M 5.13% -50,970 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,790 shares; 2025Q1: 24,076 shares; 2025Q2: 23,219 shares; 2025Q3: 23,292 shares; 2025Q4: 22,824 shares; 2026Q1: 29,001 shares; 2026Q2: 30,202 shares; 2026Q3: 28,797 shares 28,797 $14.8M 5.12% -1,405 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 58,347 shares; 2025Q1: 59,636 shares; 2025Q2: 58,725 shares; 2025Q3: 58,548 shares; 2025Q4: 56,645 shares; 2026Q1: 43,222 shares; 2026Q2: 38,154 shares; 2026Q3: 38,273 shares 38,273 $13.2M 4.57% +119 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,106 shares; 2025Q1: 17,807 shares; 2025Q2: 19,342 shares; 2025Q3: 19,223 shares; 2025Q4: 32,106 shares; 2026Q1: 31,681 shares; 2026Q2: 30,238 shares; 2026Q3: 29,662 shares 29,662 $9.88M 3.43% -576 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; 2024Q4: 49,318 shares; 2025Q1: 49,620 shares; 2025Q2: 44,262 shares; 2025Q3: 44,320 shares; 2025Q4: 43,159 shares; 2026Q1: 40,638 shares; 2026Q2: 40,052 shares; 2026Q3: 39,601 shares 39,601 $9.87M 3.42% -451 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; 2024Q4: 7,228 shares; 2025Q1: 7,322 shares; 2025Q2: 7,324 shares; 2025Q3: 7,539 shares; 2025Q4: 7,450 shares; 2026Q1: 7,503 shares; 2026Q2: 7,098 shares; 2026Q3: 7,143 shares 7,143 $8.27M 2.87% +45 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; 2024Q4: 10,756 shares; 2025Q1: 10,422 shares; 2025Q2: 9,916 shares; 2025Q3: 9,956 shares; 2025Q4: 9,758 shares; 2026Q1: 9,889 shares; 2026Q2: 11,084 shares; 2026Q3: 11,039 shares 11,039 $8.01M 2.78% -45 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 9,232 shares; 2025Q2: 16,627 shares; 2025Q3: 16,669 shares; 2025Q4: 40,927 shares; 2026Q1: 41,727 shares; 2026Q2: 40,525 shares; 2026Q3: 26,994 shares 26,994 $6.16M 2.14% -13,531 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; 2024Q4: 99,560 shares; 2025Q1: 99,559 shares; 2025Q2: 98,087 shares; 2025Q3: 97,376 shares; 2025Q4: 94,317 shares; 2026Q1: 46,587 shares; 2026Q2: 46,233 shares; 2026Q3: 72,455 shares 72,455 $5.66M 1.96% +26,222 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,637 shares; 2025Q1: 1,986 shares; 2025Q2: 1,953 shares; 2025Q3: 1,957 shares; 2025Q4: 1,906 shares; 2026Q1: 1,917 shares; 2026Q2: 1,907 shares; 2026Q3: 2,556 shares 2,556 $4.42M 1.53% +649 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 26,220 shares 26,220 $4.27M 1.48% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 62,784 shares; 2025Q1: 84,743 shares; 2025Q2: 84,025 shares; 2025Q3: 82,873 shares; 2025Q4: 145,641 shares; 2026Q1: 192,164 shares; 2026Q2: 192,802 shares; 2026Q3: 191,701 shares 191,701 $3.66M 1.27% -1,101 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,689 shares; 2025Q1: 9,495 shares; 2025Q2: 9,421 shares; 2025Q3: 9,542 shares; 2025Q4: 9,252 shares; 2026Q1: 10,132 shares; 2026Q2: 9,831 shares; 2026Q3: 9,561 shares 9,561 $3.44M 1.19% -270 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; 2024Q4: 35,350 shares; 2025Q1: 35,363 shares; 2025Q2: 34,825 shares; 2025Q3: 34,883 shares; 2025Q4: 38,137 shares; 2026Q1: 38,431 shares; 2026Q2: 37,961 shares; 2026Q3: 34,514 shares 34,514 $3.37M 1.17% -3,447 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; 2024Q4: 21,094 shares; 2025Q1: 13,153 shares; 2025Q2: 13,153 shares; 2025Q3: 13,153 shares; 2025Q4: 13,153 shares; 2026Q1: 13,153 shares; 2026Q2: 19,941 shares; 2026Q3: 19,310 shares 19,310 $2.81M 0.97% -631 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,414 shares; 2025Q1: 4,897 shares; 2025Q2: 4,757 shares; 2025Q3: 4,782 shares; 2025Q4: 4,650 shares; 2026Q1: 4,895 shares; 2026Q2: 5,203 shares; 2026Q3: 5,022 shares 5,022 $2.77M 0.96% -181 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; 2024Q4: 37,121 shares; 2025Q1: 37,090 shares; 2025Q2: 36,658 shares; 2025Q3: 36,600 shares; 2025Q4: 34,438 shares; 2026Q1: 34,969 shares; 2026Q2: 34,415 shares; 2026Q3: 34,196 shares 34,196 $2.74M 0.95% -219 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; 2024Q4: 10,337 shares; 2025Q1: 9,125 shares; 2025Q2: 8,175 shares; 2025Q3: 8,133 shares; 2025Q4: 9,452 shares; 2026Q1: 8,459 shares; 2026Q2: 8,265 shares; 2026Q3: 8,228 shares 8,228 $2.72M 0.94% -37 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,279 shares; 2025Q1: 21,287 shares; 2025Q2: 20,996 shares; 2025Q3: 21,090 shares; 2025Q4: 19,950 shares; 2026Q1: 19,984 shares; 2026Q2: 19,576 shares; 2026Q3: 19,057 shares 19,057 $2.47M 0.86% -519 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; 2024Q4: 5,303 shares; 2025Q1: 5,692 shares; 2025Q2: 5,717 shares; 2025Q3: 7,626 shares; 2025Q4: 7,386 shares; 2026Q1: 7,353 shares; 2026Q2: 7,241 shares; 2026Q3: 7,551 shares 7,551 $2.44M 0.85% +310 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 7,733 shares; 2025Q2: 14,163 shares; 2025Q3: 14,160 shares; 2025Q4: 16,777 shares; 2026Q1: 17,227 shares; 2026Q2: 16,996 shares; 2026Q3: 17,666 shares 17,666 $2.29M 0.79% +670 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,924 shares 10,924 $1.91M 0.66% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,907 shares; 2026Q1: 10,961 shares; 2026Q2: 10,658 shares; 2026Q3: 12,904 shares 12,904 $1.87M 0.65% +2,246 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,591 shares; 2025Q3: 5,619 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,025 shares; 2026Q3: 8,816 shares 8,816 $1.84M 0.64% -209 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,084 shares; 2025Q1: 7,492 shares; 2025Q2: 6,528 shares; 2025Q3: 5,269 shares; 2025Q4: 6,990 shares; 2026Q1: 5,912 shares; 2026Q2: 4,966 shares; 2026Q3: 5,876 shares 5,876 $1.84M 0.64% +910 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 66,086 shares; 2025Q2: 65,096 shares; 2025Q3: 65,202 shares; 2025Q4: 54,453 shares; 2026Q1: 11,660 shares; 2026Q2: 11,457 shares; 2026Q3: 31,882 shares 31,882 $1.83M 0.63% +20,425 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,377 shares; 2026Q1: 5,462 shares; 2026Q2: 5,353 shares; 2026Q3: 5,184 shares 5,184 $1.8M 0.62% -169 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,016 shares; 2025Q1: 2,052 shares; 2025Q2: 2,076 shares; 2025Q3: 3,773 shares; 2025Q4: 3,726 shares; 2026Q1: 3,456 shares; 2026Q2: 3,447 shares; 2026Q3: 3,780 shares 3,780 $1.79M 0.62% +333 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 225,936 shares; 2025Q1: 226,215 shares; 2025Q2: 222,916 shares; 2025Q3: 223,940 shares; 2025Q4: 210,923 shares; 2026Q1: 214,704 shares; 2026Q2: 74,848 shares; 2026Q3: 74,848 shares 74,848 $1.77M 0.62% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,816 shares; 2026Q1: 143,662 shares; 2026Q2: 140,804 shares; 2026Q3: 139,842 shares 139,842 $1.77M 0.61% -962 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; 2024Q4: 8,661 shares; 2025Q1: 6,756 shares; 2025Q2: 7,060 shares; 2025Q3: 7,176 shares; 2025Q4: 7,039 shares; 2026Q1: 8,132 shares; 2026Q2: 10,467 shares; 2026Q3: 10,724 shares 10,724 $1.75M 0.61% +257 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,866 shares; 2026Q2: 11,814 shares; 2026Q3: 11,633 shares 11,633 $1.73M 0.6% -181 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 59,468 shares 59,468 $1.72M 0.6% new 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; 2024Q4: 1,131 shares; 2025Q1: 1,131 shares; 2025Q2: 1,135 shares; 2025Q3: 1,626 shares; 2025Q4: 1,587 shares; 2026Q1: 1,086 shares; 2026Q2: 1,412 shares; 2026Q3: 1,810 shares 1,810 $1.72M 0.6% +398 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,226 shares 8,226 $1.7M 0.59% new 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; 2024Q4: 4,260 shares; 2025Q1: 4,232 shares; 2025Q2: 2,976 shares; 2025Q3: 2,993 shares; 2025Q4: 3,879 shares; 2026Q1: 2,193 shares; 2026Q2: 2,388 shares; 2026Q3: 4,374 shares 4,374 $1.61M 0.56% +1,986 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 88,269 shares; 2025Q1: 88,322 shares; 2025Q2: 86,507 shares; 2025Q3: 87,048 shares; 2025Q4: 80,998 shares; 2026Q1: 121,022 shares; 2026Q2: 86,350 shares; 2026Q3: 27,767 shares 27,767 $1.57M 0.55% -58,583 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,730 shares; 2025Q1: 9,321 shares; 2025Q2: 9,379 shares; 2025Q3: 8,487 shares; 2025Q4: 8,225 shares; 2026Q1: 6,022 shares; 2026Q2: 5,955 shares; 2026Q3: 5,932 shares 5,932 $1.57M 0.54% -23 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,183 shares; 2025Q1: 6,049 shares; 2025Q2: 6,049 shares; 2025Q3: 6,048 shares; 2025Q4: 9,186 shares; 2026Q1: 8,397 shares; 2026Q2: 6,432 shares; 2026Q3: 6,240 shares 6,240 $1.55M 0.54% -192 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,914 shares; 2026Q1: 6,904 shares; 2026Q2: 6,912 shares; 2026Q3: 6,731 shares 6,731 $1.52M 0.53% -181 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; 2024Q4: not reported; 2025Q1: 2,838 shares; 2025Q2: 2,797 shares; 2025Q3: 2,788 shares; 2025Q4: 2,700 shares; 2026Q1: 8,193 shares; 2026Q2: 5,607 shares; 2026Q3: 5,570 shares 5,570 $1.5M 0.52% -37 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,042 shares; 2025Q1: 25,929 shares; 2025Q2: 25,202 shares; 2025Q3: 25,456 shares; 2025Q4: 25,072 shares; 2026Q1: 20,029 shares; 2026Q2: 20,318 shares; 2026Q3: 21,904 shares 21,904 $1.49M 0.52% +1,586 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,374 shares 5,374 $1.48M 0.51% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,193 shares; 2026Q1: 20,171 shares; 2026Q2: 6,908 shares; 2026Q3: 13,492 shares 13,492 $1.47M 0.51% +6,584 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,527 shares; 2025Q3: 1,532 shares; 2025Q4: 1,481 shares; 2026Q1: 1,429 shares; 2026Q2: 1,466 shares; 2026Q3: 806 shares 806 $1.46M 0.51% -660 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,463 shares; 2025Q1: 38,436 shares; 2025Q2: 37,835 shares; 2025Q3: 37,901 shares; 2025Q4: 35,792 shares; 2026Q1: 35,890 shares; 2026Q2: 30,724 shares; 2026Q3: 30,682 shares 30,682 $1.43M 0.49% -42 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,987 shares; 2026Q2: 11,789 shares; 2026Q3: 11,623 shares 11,623 $1.35M 0.47% -166 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,091 shares 3,091 $1.34M 0.47% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,201 shares; 2025Q3: 18,901 shares; 2025Q4: 18,357 shares; 2026Q1: 11,880 shares; 2026Q2: 12,966 shares; 2026Q3: 11,557 shares 11,557 $1.33M 0.46% -1,409 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,838 shares; 2026Q2: 14,623 shares; 2026Q3: 14,457 shares 14,457 $1.32M 0.46% -166 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,642 shares; 2025Q1: 25,653 shares; 2025Q2: 25,205 shares; 2025Q3: 25,253 shares; 2025Q4: 23,862 shares; 2026Q1: 23,890 shares; 2026Q2: 23,376 shares; 2026Q3: 22,826 shares 22,826 $1.32M 0.46% -550 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; 2024Q4: 23,351 shares; 2025Q1: 29,139 shares; 2025Q2: 27,689 shares; 2025Q3: 29,777 shares; 2025Q4: 65,900 shares; 2026Q1: 20,904 shares; 2026Q2: 20,035 shares; 2026Q3: 18,674 shares 18,674 $1.31M 0.45% -1,361 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; 2024Q4: 5,696 shares; 2025Q1: 9,388 shares; 2025Q2: 7,168 shares; 2025Q3: 7,192 shares; 2025Q4: 7,236 shares; 2026Q1: 7,444 shares; 2026Q2: 3,452 shares; 2026Q3: 2,119 shares 2,119 $1.3M 0.45% -1,333 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; 2024Q4: 52,902 shares; 2025Q1: 28,135 shares; 2025Q2: 27,755 shares; 2025Q3: 27,847 shares; 2025Q4: 53,035 shares; 2026Q1: 36,986 shares; 2026Q2: 33,671 shares; 2026Q3: 32,860 shares 32,860 $1.3M 0.45% -811 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 29,186 shares 29,186 $1.29M 0.45% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,241 shares 11,241 $1.29M 0.45% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,814 shares; 2026Q1: 3,806 shares; 2026Q2: 4,068 shares; 2026Q3: 3,727 shares 3,727 $1.27M 0.44% -341 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,547 shares; 2025Q1: 4,605 shares; 2025Q2: 3,602 shares; 2025Q3: 3,588 shares; 2025Q4: 5,568 shares; 2026Q1: 6,653 shares; 2026Q2: 6,453 shares; 2026Q3: 3,577 shares 3,577 $1.26M 0.44% -2,876 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,179 shares; 2026Q2: 3,157 shares; 2026Q3: 3,153 shares 3,153 $1.24M 0.43% -4 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,731 shares 3,731 $1.23M 0.43% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,671 shares 8,671 $1.22M 0.42% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,568 shares; 2026Q3: 2,627 shares 2,627 $1.2M 0.42% +59 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,564 shares; 2025Q1: 29,520 shares; 2025Q2: 29,013 shares; 2025Q3: 29,026 shares; 2025Q4: 27,262 shares; 2026Q1: 27,122 shares; 2026Q2: 20,719 shares; 2026Q3: 20,605 shares 20,605 $1.19M 0.41% -114 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 5,725 shares; 2025Q2: 5,640 shares; 2025Q3: 5,649 shares; 2025Q4: 5,394 shares; 2026Q1: 5,377 shares; 2026Q2: 5,272 shares; 2026Q3: 5,126 shares 5,126 $1.18M 0.41% -146 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; 2024Q4: 1,308 shares; 2025Q1: 1,267 shares; 2025Q2: 1,198 shares; 2025Q3: 1,220 shares; 2025Q4: 1,191 shares; 2026Q1: 1,141 shares; 2026Q2: 1,247 shares; 2026Q3: 1,286 shares 1,286 $1.17M 0.41% +39 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,742 shares; 2025Q1: 11,436 shares; 2025Q2: 11,596 shares; 2025Q3: 11,629 shares; 2025Q4: 12,239 shares; 2026Q1: 11,758 shares; 2026Q2: 12,267 shares; 2026Q3: 14,010 shares 14,010 $1.16M 0.4% +1,743 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; 2024Q4: 9,491 shares; 2025Q1: 8,987 shares; 2025Q2: 9,119 shares; 2025Q3: 9,161 shares; 2025Q4: 9,278 shares; 2026Q1: 8,579 shares; 2026Q2: 9,149 shares; 2026Q3: 10,158 shares 10,158 $1.16M 0.4% +1,009 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; 2024Q4: 9,374 shares; 2025Q1: 8,959 shares; 2025Q2: 9,517 shares; 2025Q3: 9,761 shares; 2025Q4: 9,386 shares; 2026Q1: 7,488 shares; 2026Q2: 8,574 shares; 2026Q3: 8,239 shares 8,239 $1.14M 0.39% -335 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,457 shares 8,457 $1.13M 0.39% new 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; 2024Q4: 25,743 shares; 2025Q1: 28,148 shares; 2025Q2: 28,332 shares; 2025Q3: 28,433 shares; 2025Q4: 5,786 shares; 2026Q1: 4,340 shares; 2026Q2: 25,686 shares; 2026Q3: 24,520 shares 24,520 $1.12M 0.39% -1,166 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,693 shares 3,693 $1.12M 0.39% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,354 shares; 2025Q1: 6,542 shares; 2025Q2: 7,453 shares; 2025Q3: 7,434 shares; 2025Q4: 7,244 shares; 2026Q1: 5,035 shares; 2026Q2: 6,354 shares; 2026Q3: 5,384 shares 5,384 $1.1M 0.38% -970 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,154 shares; 2025Q1: 3,953 shares; 2025Q2: 3,274 shares; 2025Q3: 3,310 shares; 2025Q4: 3,220 shares; 2026Q1: 3,674 shares; 2026Q2: 4,229 shares; 2026Q3: 4,262 shares 4,262 $1.08M 0.38% +33 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,151 shares 5,151 $1.08M 0.37% new 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; 2024Q4: 5,331 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,413 shares; 2026Q1: 4,841 shares; 2026Q2: 4,782 shares; 2026Q3: 4,756 shares 4,756 $1.05M 0.37% -26 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,911 shares; 2025Q1: 4,535 shares; 2025Q2: 5,129 shares; 2025Q3: 4,293 shares; 2025Q4: 4,164 shares; 2026Q1: 4,274 shares; 2026Q2: 4,031 shares; 2026Q3: 4,015 shares 4,015 $1.05M 0.36% -16 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; 2024Q4: 13,714 shares; 2025Q1: 13,553 shares; 2025Q2: 13,831 shares; 2025Q3: 14,880 shares; 2025Q4: 14,398 shares; 2026Q1: 12,636 shares; 2026Q2: 12,399 shares; 2026Q3: 12,200 shares 12,200 $1.05M 0.36% -199 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; 2024Q4: 2,055 shares; 2025Q1: 7,936 shares; 2025Q2: 7,468 shares; 2025Q3: 7,899 shares; 2025Q4: 7,744 shares; 2026Q1: 7,623 shares; 2026Q2: 7,692 shares; 2026Q3: 5,469 shares 5,469 $1.04M 0.36% -2,223 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; 2024Q4: 127,141 shares; 2025Q1: 7,241 shares; 2025Q2: 7,294 shares; 2025Q3: 8,109 shares; 2025Q4: 11,786 shares; 2026Q1: 17,907 shares; 2026Q2: 30,184 shares; 2026Q3: 25,530 shares 25,530 $1.03M 0.36% -4,654 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; 2024Q4: not reported; 2025Q1: 8,050 shares; 2025Q2: 7,872 shares; 2025Q3: 7,249 shares; 2025Q4: 7,027 shares; 2026Q1: 6,137 shares; 2026Q2: 6,736 shares; 2026Q3: 7,759 shares 7,759 $1.03M 0.36% +1,023 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,477 shares; 2025Q1: 2,837 shares; 2025Q2: 2,492 shares; 2025Q3: 2,114 shares; 2025Q4: 2,813 shares; 2026Q1: 1,353 shares; 2026Q2: 973 shares; 2026Q3: 1,264 shares 1,264 $1.02M 0.36% +291 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,988 shares; 2025Q3: 4,001 shares; 2025Q4: 3,877 shares; 2026Q1: 8,102 shares; 2026Q2: 7,981 shares; 2026Q3: 7,934 shares 7,934 $1.02M 0.35% -47 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; 2024Q4: 5,933 shares; 2025Q1: 5,926 shares; 2025Q2: 5,837 shares; 2025Q3: 5,839 shares; 2025Q4: 5,538 shares; 2026Q1: 4,328 shares; 2026Q2: 960 shares; 2026Q3: 3,837 shares 3,837 $1.02M 0.35% +2,877 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; 2024Q4: 23,764 shares; 2025Q1: 23,147 shares; 2025Q2: 21,305 shares; 2025Q3: 20,059 shares; 2025Q4: 19,513 shares; 2026Q1: 18,993 shares; 2026Q2: 17,264 shares; 2026Q3: 18,231 shares 18,231 $992K 0.34% +967 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,819 shares; 2025Q1: 10,932 shares; 2025Q2: 10,110 shares; 2025Q3: 9,846 shares; 2025Q4: 9,545 shares; 2026Q1: 7,548 shares; 2026Q2: 8,662 shares; 2026Q3: 9,517 shares 9,517 $989K 0.34% +855 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,141 shares; 2026Q3: 25,951 shares 25,951 $988K 0.34% -1,190 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,928 shares; 2025Q1: 7,153 shares; 2025Q2: 6,766 shares; 2025Q3: 5,946 shares; 2025Q4: 5,769 shares; 2026Q1: 4,938 shares; 2026Q2: 5,239 shares; 2026Q3: 5,317 shares 5,317 $987K 0.34% +78 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; 2024Q4: 11,245 shares; 2025Q1: 13,174 shares; 2025Q2: 13,576 shares; 2025Q3: 13,067 shares; 2025Q4: 12,583 shares; 2026Q1: 10,040 shares; 2026Q2: 11,041 shares; 2026Q3: 12,963 shares 12,963 $982K 0.34% +1,922 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; 2024Q4: 2,094 shares; 2025Q1: 1,803 shares; 2025Q2: 1,951 shares; 2025Q3: 1,949 shares; 2025Q4: 1,896 shares; 2026Q1: 1,924 shares; 2026Q2: 1,953 shares; 2026Q3: 1,966 shares 1,966 $979K 0.34% +13 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,816 shares 13,816 $973K 0.34% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,488 shares; 2026Q3: 1,445 shares 1,445 $970K 0.34% -43 Timeline ESTA ESTABLISHMENT LABS HLDGS INC More: the full row for ESTABLISHMENT LABS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,814 shares; 2025Q1: 24,844 shares; 2025Q2: 24,495 shares; 2025Q3: 24,599 shares; 2025Q4: 23,024 shares; 2026Q1: 22,359 shares; 2026Q2: 15,395 shares; 2026Q3: 15,013 shares 15,013 $963K 0.33% -382 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; 2024Q4: 5,756 shares; 2025Q1: 5,817 shares; 2025Q2: 6,170 shares; 2025Q3: 6,354 shares; 2025Q4: 6,178 shares; 2026Q1: 6,433 shares; 2026Q2: 6,572 shares; 2026Q3: 6,608 shares 6,608 $960K 0.33% +36 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; 2024Q4: 2,377 shares; 2025Q1: 2,543 shares; 2025Q2: 2,610 shares; 2025Q3: 6,510 shares; 2025Q4: 2,959 shares; 2026Q1: 2,942 shares; 2026Q2: 3,020 shares; 2026Q3: 3,370 shares 3,370 $959K 0.33% +350 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,153 shares; 2025Q1: 3,053 shares; 2025Q2: 3,203 shares; 2025Q3: 3,199 shares; 2025Q4: 3,112 shares; 2026Q1: 2,968 shares; 2026Q2: 3,467 shares; 2026Q3: 4,138 shares 4,138 $956K 0.33% +671 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,318 shares; 2025Q1: 9,325 shares; 2025Q2: 10,807 shares; 2025Q3: 10,795 shares; 2025Q4: 10,322 shares; 2026Q1: 6,777 shares; 2026Q2: 9,027 shares; 2026Q3: 7,630 shares 7,630 $955K 0.33% -1,397 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,354 shares; 2025Q1: 1,044 shares; 2025Q2: 707 shares; 2025Q3: 823 shares; 2025Q4: 8,001 shares; 2026Q1: 17,970 shares; 2026Q2: 12,816 shares; 2026Q3: 13,680 shares 13,680 $952K 0.33% +864 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares; 2026Q2: 5,201 shares; 2026Q3: 5,819 shares 5,819 $948K 0.33% +618 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; 2024Q4: 9,092 shares; 2025Q1: 8,565 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,725 shares; 2026Q2: 6,705 shares; 2026Q3: 7,974 shares 7,974 $946K 0.33% +1,269 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,771 shares; 2025Q1: 3,767 shares; 2025Q2: 3,616 shares; 2025Q3: 3,627 shares; 2025Q4: 3,512 shares; 2026Q1: 3,526 shares; 2026Q2: 3,375 shares; 2026Q3: 3,442 shares 3,442 $945K 0.33% +67 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,125 shares; 2025Q3: 2,132 shares; 2025Q4: 2,067 shares; 2026Q1: 2,080 shares; 2026Q2: 2,054 shares; 2026Q3: 2,049 shares 2,049 $931K 0.32% -5 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,777 shares; 2025Q3: 1,784 shares; 2025Q4: 1,728 shares; 2026Q1: 1,733 shares; 2026Q2: 1,709 shares; 2026Q3: 1,703 shares 1,703 $917K 0.32% -6 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; 2024Q4: 48,482 shares; 2025Q1: 32,634 shares; 2025Q2: 51,003 shares; 2025Q3: 51,199 shares; 2025Q4: 48,992 shares; 2026Q1: 49,127 shares; 2026Q2: 48,218 shares; 2026Q3: 47,865 shares 47,865 $904K 0.31% -353 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,094 shares; 2026Q2: 2,050 shares; 2026Q3: 2,040 shares 2,040 $888K 0.31% -10 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,604 shares; 2025Q3: 3,618 shares; 2025Q4: 4,910 shares; 2026Q1: 4,065 shares; 2026Q2: 4,452 shares; 2026Q3: 2,047 shares 2,047 $880K 0.31% -2,405 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,491 shares; 2025Q4: 1,762 shares; 2026Q1: 4,742 shares; 2026Q2: 5,090 shares; 2026Q3: 4,938 shares 4,938 $832K 0.29% -152 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,850 shares; 2026Q3: 1,839 shares 1,839 $831K 0.29% -11 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,740 shares; 2026Q3: 7,714 shares 7,714 $830K 0.29% -26 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,531 shares; 2026Q1: 7,619 shares; 2026Q2: 2,099 shares; 2026Q3: 2,054 shares 2,054 $816K 0.28% -45 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,200 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 8,146 shares; 2026Q2: 8,146 shares; 2026Q3: 8,146 shares 8,146 $715K 0.25% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,404 shares; 2026Q2: 4,430 shares; 2026Q3: 3,216 shares 3,216 $715K 0.25% -1,214 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,239 shares; 2026Q1: 1,128 shares; 2026Q2: 3,622 shares; 2026Q3: 1,663 shares 1,663 $692K 0.24% -1,959 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,015 shares 8,015 $687K 0.24% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,162 shares; 2026Q3: 1,894 shares 1,894 $660K 0.23% -268 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,093 shares; 2025Q3: 3,103 shares; 2025Q4: 4,173 shares; 2026Q1: 3,419 shares; 2026Q2: 3,471 shares; 2026Q3: 1,384 shares 1,384 $628K 0.22% -2,087 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; 2024Q4: 54,952 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,849 shares; 2026Q1: not reported; 2026Q2: 33,052 shares; 2026Q3: 32,987 shares 32,987 $627K 0.22% -65 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,574 shares; 2025Q1: 17,574 shares; 2025Q2: 17,574 shares; 2025Q3: 17,574 shares; 2025Q4: 17,574 shares; 2026Q1: 17,551 shares; 2026Q2: 15,973 shares; 2026Q3: 15,773 shares 15,773 $615K 0.21% -200 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,257 shares; 2025Q1: 13,066 shares; 2025Q2: 12,819 shares; 2025Q3: 13,031 shares; 2025Q4: 12,868 shares; 2026Q1: 13,441 shares; 2026Q2: 6,098 shares; 2026Q3: 6,046 shares 6,046 $598K 0.21% -52 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 11,617 shares 11,617 $585K 0.2% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 533 shares; 2025Q3: 491 shares; 2025Q4: 487 shares; 2026Q1: 1,187 shares; 2026Q2: 1,069 shares; 2026Q3: 754 shares 754 $575K 0.2% -315 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; 2024Q4: 3,181 shares; 2025Q1: 3,222 shares; 2025Q2: 2,168 shares; 2025Q3: 2,176 shares; 2025Q4: 2,112 shares; 2026Q1: 2,101 shares; 2026Q2: 2,079 shares; 2026Q3: 2,065 shares 2,065 $575K 0.2% -14 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,797 shares; 2026Q1: 21,836 shares; 2026Q2: 32,253 shares; 2026Q3: 32,253 shares 32,253 $565K 0.2% 0 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,303 shares; 2025Q1: 36,303 shares; 2025Q2: 39,106 shares; 2025Q3: 38,355 shares; 2025Q4: 37,137 shares; 2026Q1: 34,880 shares; 2026Q2: 34,880 shares; 2026Q3: 37,556 shares 37,556 $560K 0.19% +2,676 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 12,589 shares 12,589 $533K 0.19% new Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,629 shares; 2026Q2: 10,506 shares; 2026Q3: 10,517 shares 10,517 $497K 0.17% +11 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 630 shares; 2025Q4: 613 shares; 2026Q1: 432 shares; 2026Q2: 431 shares; 2026Q3: 435 shares 435 $471K 0.16% +4 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,936 shares; 2026Q1: 1,697 shares; 2026Q2: 2,074 shares; 2026Q3: 1,835 shares 1,835 $382K 0.13% -239 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,010 shares; 2025Q4: 5,052 shares; 2026Q1: 5,887 shares; 2026Q2: 7,082 shares; 2026Q3: 4,820 shares 4,820 $377K 0.13% -2,262 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; 2024Q4: 1,690 shares; 2025Q1: 1,690 shares; 2025Q2: 1,690 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares; 2026Q3: 1,690 shares 1,690 $372K 0.13% 0 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; 2024Q4: 1,559 shares; 2025Q1: 1,731 shares; 2025Q2: 1,721 shares; 2025Q3: 1,821 shares; 2025Q4: 1,787 shares; 2026Q1: 1,784 shares; 2026Q2: 1,233 shares; 2026Q3: 1,167 shares 1,167 $369K 0.13% -66 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,682 shares; 2025Q1: 7,358 shares; 2025Q2: 7,358 shares; 2025Q3: 9,285 shares; 2025Q4: 5,476 shares; 2026Q1: 6,942 shares; 2026Q2: 6,829 shares; 2026Q3: 6,829 shares 6,829 $354K 0.12% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,809 shares; 2026Q2: 10,370 shares; 2026Q3: 6,638 shares 6,638 $348K 0.12% -3,732 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,482 shares; 2026Q3: 1,677 shares 1,677 $341K 0.12% -4,805 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; 2024Q4: 1,033 shares; 2025Q1: 1,123 shares; 2025Q2: 999 shares; 2025Q3: 976 shares; 2025Q4: 2,315 shares; 2026Q1: 2,188 shares; 2026Q2: 2,009 shares; 2026Q3: 1,665 shares 1,665 $326K 0.11% -344 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; 2024Q4: 15,300 shares; 2025Q1: 15,300 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 15,300 shares; 2026Q1: 15,300 shares; 2026Q2: 27,270 shares; 2026Q3: 18,759 shares 18,759 $320K 0.11% -8,511 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,461 shares; 2026Q2: 3,522 shares; 2026Q3: 4,366 shares 4,366 $308K 0.11% +844 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,740 shares; 2026Q3: 4,740 shares 4,740 $292K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 65,704 shares; 2025Q1: 45,784 shares; 2025Q2: 47,705 shares; 2025Q3: 47,886 shares; 2025Q4: 47,008 shares; 2026Q1: 11,869 shares; 2026Q2: 10,864 shares; 2026Q3: 11,524 shares 11,524 $281K 0.1% +660 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,948 shares; 2026Q3: 5,948 shares 5,948 $245K 0.09% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,230 shares; 2026Q3: 1,900 shares 1,900 $228K 0.08% -330 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares; 2026Q3: 2,574 shares 2,574 $218K 0.08% -191 Timeline TBLL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,048 shares 2,048 $216K 0.07% new Timeline