AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,386 shares; 2024Q4: 71,548 shares; 2025Q1: 71,236 shares; 2025Q2: 71,998 shares; 2025Q3: 75,487 shares; 2025Q4: 74,738 shares; 2026Q1: 73,385 shares; 2026Q2: 72,741 shares 72,741 $21M 2.91% -644 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: 51,111 shares; 2024Q4: 50,052 shares; 2025Q1: 39,517 shares; 2025Q2: 41,569 shares; 2025Q3: 36,919 shares; 2025Q4: 36,402 shares; 2026Q1: 35,399 shares; 2026Q2: 35,058 shares 35,058 $13.2M 1.83% -341 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: 44,082 shares; 2024Q4: 44,081 shares; 2025Q1: 39,129 shares; 2025Q2: 39,151 shares; 2025Q3: 38,432 shares; 2025Q4: 38,599 shares; 2026Q1: 39,144 shares; 2026Q2: 39,169 shares 39,169 $12.8M 1.77% +25 Timeline FTSM 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: 128,035 shares; 2024Q4: 155,398 shares; 2025Q1: 139,708 shares; 2025Q2: 146,574 shares; 2025Q3: 141,932 shares; 2025Q4: 218,218 shares; 2026Q1: 219,580 shares; 2026Q2: 213,638 shares 213,638 $12.8M 1.77% -5,942 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: 120,297 shares; 2024Q4: 120,597 shares; 2025Q1: 127,391 shares; 2025Q2: 130,291 shares; 2025Q3: 131,760 shares; 2025Q4: 132,300 shares; 2026Q1: 130,623 shares; 2026Q2: 130,434 shares 130,434 $11.4M 1.58% -189 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: 22,334 shares; 2024Q4: 22,469 shares; 2025Q1: 28,900 shares; 2025Q2: 29,890 shares; 2025Q3: 31,029 shares; 2025Q4: 31,299 shares; 2026Q1: 30,968 shares; 2026Q2: 31,144 shares 31,144 $11.3M 1.56% +176 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: 222,426 shares; 2024Q4: 244,105 shares; 2025Q1: 251,348 shares; 2025Q2: 260,870 shares; 2025Q3: 279,787 shares; 2025Q4: 287,083 shares; 2026Q1: 266,815 shares; 2026Q2: 269,885 shares 269,885 $10.9M 1.5% +3,070 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,963 shares; 2024Q4: 225,517 shares; 2025Q1: 238,910 shares; 2025Q2: 247,607 shares; 2025Q3: 267,638 shares; 2025Q4: 268,706 shares; 2026Q1: 339,843 shares; 2026Q2: 346,842 shares 346,842 $10.6M 1.46% +6,999 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: 46,794 shares; 2024Q4: 46,150 shares; 2025Q1: 42,917 shares; 2025Q2: 42,883 shares; 2025Q3: 42,992 shares; 2025Q4: 43,169 shares; 2026Q1: 43,475 shares; 2026Q2: 43,401 shares 43,401 $10.3M 1.43% -74 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: 98,498 shares; 2024Q4: 98,736 shares; 2025Q1: 84,090 shares; 2025Q2: 85,633 shares; 2025Q3: 83,853 shares; 2025Q4: 84,096 shares; 2026Q1: 84,870 shares; 2026Q2: 84,673 shares 84,673 $9.95M 1.38% -197 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: 106,029 shares; 2024Q4: 107,833 shares; 2025Q1: 115,882 shares; 2025Q2: 117,249 shares; 2025Q3: 114,980 shares; 2025Q4: 116,673 shares; 2026Q1: 121,507 shares; 2026Q2: 121,836 shares 121,836 $9.9M 1.37% +329 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: 50,482 shares; 2024Q4: 51,652 shares; 2025Q1: 50,666 shares; 2025Q2: 51,905 shares; 2025Q3: 40,677 shares; 2025Q4: 39,873 shares; 2026Q1: 10,289 shares; 2026Q2: 10,123 shares 10,123 $9.77M 1.35% -166 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: 63,404 shares; 2024Q4: 64,407 shares; 2025Q1: 66,558 shares; 2025Q2: 65,210 shares; 2025Q3: 69,746 shares; 2025Q4: 72,497 shares; 2026Q1: 88,228 shares; 2026Q2: 88,501 shares 88,501 $9.68M 1.34% +273 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: 28,904 shares; 2024Q4: 29,346 shares; 2025Q1: 28,812 shares; 2025Q2: 28,735 shares; 2025Q3: 29,025 shares; 2025Q4: 28,973 shares; 2026Q1: 26,931 shares; 2026Q2: 25,660 shares 25,660 $9.17M 1.27% -1,271 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: 85,849 shares; 2024Q4: 76,741 shares; 2025Q1: 98,316 shares; 2025Q2: 99,410 shares; 2025Q3: 91,861 shares; 2025Q4: 91,951 shares; 2026Q1: 88,169 shares; 2026Q2: 88,359 shares 88,359 $9.14M 1.26% +190 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: 170,982 shares; 2024Q4: 171,262 shares; 2025Q1: 164,061 shares; 2025Q2: 161,208 shares; 2025Q3: 147,886 shares; 2025Q4: 143,183 shares; 2026Q1: 117,815 shares; 2026Q2: 120,038 shares 120,038 $9.06M 1.25% +2,223 Timeline ULST 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: not reported; 2025Q4: not reported; 2026Q1: 215,734 shares; 2026Q2: 220,840 shares 220,840 $8.93M 1.24% +5,106 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: 41,096 shares; 2024Q4: 39,523 shares; 2025Q1: 53,748 shares; 2025Q2: 53,940 shares; 2025Q3: 57,004 shares; 2025Q4: 58,693 shares; 2026Q1: 127,287 shares; 2026Q2: 132,146 shares 132,146 $8.89M 1.23% +4,859 Timeline TOTL 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: not reported; 2025Q4: not reported; 2026Q1: 211,583 shares; 2026Q2: 219,753 shares 219,753 $8.67M 1.2% +8,170 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: 49,442 shares; 2024Q4: 50,623 shares; 2025Q1: 60,438 shares; 2025Q2: 61,369 shares; 2025Q3: 70,629 shares; 2025Q4: 71,437 shares; 2026Q1: 66,669 shares; 2026Q2: 67,206 shares 67,206 $8.64M 1.19% +537 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: 23,119 shares; 2024Q4: 22,729 shares; 2025Q1: 22,786 shares; 2025Q2: 22,681 shares; 2025Q3: 22,037 shares; 2025Q4: 22,144 shares; 2026Q1: 22,991 shares; 2026Q2: 22,861 shares 22,861 $8.53M 1.18% -130 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: 43,019 shares; 2024Q4: 43,739 shares; 2025Q1: 47,328 shares; 2025Q2: 47,648 shares; 2025Q3: 47,879 shares; 2025Q4: 48,389 shares; 2026Q1: 48,615 shares; 2026Q2: 48,662 shares 48,662 $8.23M 1.14% +47 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: 28,344 shares; 2024Q4: 28,870 shares; 2025Q1: 32,359 shares; 2025Q2: 33,282 shares; 2025Q3: 37,668 shares; 2025Q4: 37,936 shares; 2026Q1: 42,544 shares; 2026Q2: 42,734 shares 42,734 $7.9M 1.09% +190 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: 33,094 shares; 2024Q4: 33,465 shares; 2025Q1: 34,693 shares; 2025Q2: 35,338 shares; 2025Q3: 35,595 shares; 2025Q4: 35,252 shares; 2026Q1: 29,757 shares; 2026Q2: 29,950 shares 29,950 $7.61M 1.05% +193 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: 39,207 shares; 2024Q4: 39,838 shares; 2025Q1: 40,046 shares; 2025Q2: 41,137 shares; 2025Q3: 43,615 shares; 2025Q4: 44,259 shares; 2026Q1: 44,682 shares; 2026Q2: 45,046 shares 45,046 $7.47M 1.03% +364 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,009 shares; 2024Q4: 72,870 shares; 2025Q1: 76,831 shares; 2025Q2: 77,955 shares; 2025Q3: 68,007 shares; 2025Q4: 68,148 shares; 2026Q1: 61,423 shares; 2026Q2: 61,446 shares 61,446 $7.46M 1.03% +23 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: 41,996 shares; 2024Q4: 42,147 shares; 2025Q1: 41,841 shares; 2025Q2: 42,385 shares; 2025Q3: 45,842 shares; 2025Q4: 44,471 shares; 2026Q1: 49,625 shares; 2026Q2: 49,683 shares 49,683 $7.29M 1.01% +58 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: 79,215 shares; 2024Q4: 78,651 shares; 2025Q1: 65,536 shares; 2025Q2: 66,442 shares; 2025Q3: 67,205 shares; 2025Q4: 67,790 shares; 2026Q1: 63,435 shares; 2026Q2: 63,964 shares 63,964 $7.24M 1% +529 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 319,190 shares; 2026Q2: 340,722 shares 340,722 $7.2M 1% +21,532 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: 13,015 shares; 2024Q4: 13,081 shares; 2025Q1: 13,608 shares; 2025Q2: 13,958 shares; 2025Q3: 14,871 shares; 2025Q4: 15,058 shares; 2026Q1: 13,838 shares; 2026Q2: 13,993 shares 13,993 $7.13M 0.99% +155 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,350 shares; 2024Q4: 94,516 shares; 2025Q1: 85,129 shares; 2025Q2: 87,949 shares; 2025Q3: 91,048 shares; 2025Q4: 92,538 shares; 2026Q1: 93,404 shares; 2026Q2: 93,233 shares 93,233 $7.12M 0.99% -171 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: 207,593 shares; 2024Q4: 205,870 shares; 2025Q1: 176,931 shares; 2025Q2: 183,132 shares; 2025Q3: 205,422 shares; 2025Q4: 203,824 shares; 2026Q1: 215,197 shares; 2026Q2: 215,632 shares 215,632 $6.89M 0.95% +435 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: 39,178 shares; 2024Q4: 39,416 shares; 2025Q1: 31,315 shares; 2025Q2: 32,166 shares; 2025Q3: 31,668 shares; 2025Q4: 32,235 shares; 2026Q1: 32,997 shares; 2026Q2: 33,451 shares 33,451 $6.71M 0.93% +454 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: 123,679 shares; 2024Q4: 115,884 shares; 2025Q1: 132,484 shares; 2025Q2: 134,435 shares; 2025Q3: 136,868 shares; 2025Q4: 130,583 shares; 2026Q1: 154,137 shares; 2026Q2: 155,789 shares 155,789 $6.6M 0.91% +1,652 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: 35,723 shares; 2024Q4: 36,182 shares; 2025Q1: 41,009 shares; 2025Q2: 42,157 shares; 2025Q3: 46,866 shares; 2025Q4: 46,153 shares; 2026Q1: 48,224 shares; 2026Q2: 48,466 shares 48,466 $6.56M 0.91% +242 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: 69,281 shares; 2024Q4: 64,950 shares; 2025Q1: 84,075 shares; 2025Q2: 86,390 shares; 2025Q3: 88,662 shares; 2025Q4: 86,522 shares; 2026Q1: 94,516 shares; 2026Q2: 95,706 shares 95,706 $6.54M 0.9% +1,190 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,760 shares; 2024Q4: 119,661 shares; 2025Q1: 124,518 shares; 2025Q2: 127,306 shares; 2025Q3: 131,461 shares; 2025Q4: 133,023 shares; 2026Q1: 133,638 shares; 2026Q2: 135,507 shares 135,507 $6.44M 0.89% +1,869 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: 53,596 shares; 2024Q4: 53,975 shares; 2025Q1: 71,310 shares; 2025Q2: 73,419 shares; 2025Q3: 86,174 shares; 2025Q4: 83,425 shares; 2026Q1: 83,783 shares; 2026Q2: 83,881 shares 83,881 $6.24M 0.86% +98 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: 21,349 shares; 2024Q4: 21,450 shares; 2025Q1: 20,475 shares; 2025Q2: 20,762 shares; 2025Q3: 21,001 shares; 2025Q4: 21,373 shares; 2026Q1: 22,652 shares; 2026Q2: 23,041 shares 23,041 $6.23M 0.86% +389 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,661 shares; 2024Q4: 108,960 shares; 2025Q1: 103,712 shares; 2025Q2: 106,815 shares; 2025Q3: 108,937 shares; 2025Q4: 110,541 shares; 2026Q1: 108,395 shares; 2026Q2: 108,932 shares 108,932 $6.14M 0.85% +537 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,762 shares; 2025Q1: 10,477 shares; 2025Q2: 11,626 shares; 2025Q3: 11,729 shares; 2025Q4: 11,648 shares; 2026Q1: 5,351 shares; 2026Q2: 5,241 shares 5,241 $6.05M 0.84% -110 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,678 shares; 2026Q1: 97,229 shares; 2026Q2: 97,951 shares 97,951 $5.89M 0.81% +722 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: 64,791 shares; 2024Q4: 65,689 shares; 2025Q1: 67,666 shares; 2025Q2: 69,272 shares; 2025Q3: 70,892 shares; 2025Q4: 70,835 shares; 2026Q1: 73,137 shares; 2026Q2: 74,189 shares 74,189 $5.8M 0.8% +1,052 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: 259,557 shares; 2024Q4: 262,384 shares; 2025Q1: 245,939 shares; 2025Q2: 248,178 shares; 2025Q3: 226,702 shares; 2025Q4: 231,803 shares; 2026Q1: 277,237 shares; 2026Q2: 280,127 shares 280,127 $5.8M 0.8% +2,890 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,404 shares; 2024Q4: 99,564 shares; 2025Q1: 120,796 shares; 2025Q2: 123,294 shares; 2025Q3: 118,609 shares; 2025Q4: 118,493 shares; 2026Q1: 108,849 shares; 2026Q2: 109,711 shares 109,711 $5.75M 0.8% +862 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,070 shares; 2024Q4: 57,317 shares; 2025Q1: 52,033 shares; 2025Q2: 53,433 shares; 2025Q3: 60,002 shares; 2025Q4: 60,001 shares; 2026Q1: 67,478 shares; 2026Q2: 67,921 shares 67,921 $5.75M 0.8% +443 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,800 shares; 2024Q4: 40,104 shares; 2025Q1: 40,458 shares; 2025Q2: 41,260 shares; 2025Q3: 40,580 shares; 2025Q4: 41,075 shares; 2026Q1: 44,826 shares; 2026Q2: 45,150 shares 45,150 $5.72M 0.79% +324 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,797 shares; 2024Q4: 34,611 shares; 2025Q1: 35,631 shares; 2025Q2: 32,827 shares; 2025Q3: 29,793 shares; 2025Q4: 29,008 shares; 2026Q1: 29,015 shares; 2026Q2: 28,540 shares 28,540 $5.71M 0.79% -475 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS 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: 67,577 shares; 2026Q2: 67,923 shares 67,923 $5.66M 0.78% +346 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,887 shares; 2024Q4: 44,294 shares; 2025Q1: 58,693 shares; 2025Q2: 60,352 shares; 2025Q3: 57,005 shares; 2025Q4: 53,791 shares; 2026Q1: 71,396 shares; 2026Q2: 72,208 shares 72,208 $5.47M 0.76% +812 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: 21,629 shares; 2024Q4: 21,710 shares; 2025Q1: 22,106 shares; 2025Q2: 22,237 shares; 2025Q3: 22,347 shares; 2025Q4: 22,524 shares; 2026Q1: 21,886 shares; 2026Q2: 21,670 shares 21,670 $5.45M 0.75% -216 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: 10,800 shares; 2024Q4: 10,559 shares; 2025Q1: 10,335 shares; 2025Q2: 10,262 shares; 2025Q3: 10,124 shares; 2025Q4: 10,047 shares; 2026Q1: 9,635 shares; 2026Q2: 9,612 shares 9,612 $5.41M 0.75% -23 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: 9,974 shares; 2024Q4: 9,426 shares; 2025Q1: 11,554 shares; 2025Q2: 12,502 shares; 2025Q3: 11,157 shares; 2025Q4: 11,161 shares; 2026Q1: 9,417 shares; 2026Q2: 9,178 shares 9,178 $5.33M 0.74% -239 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,186 shares; 2024Q4: 26,434 shares; 2025Q1: 35,323 shares; 2025Q2: 37,974 shares; 2025Q3: 47,587 shares; 2025Q4: 51,992 shares; 2026Q1: 51,953 shares; 2026Q2: 54,935 shares 54,935 $5.2M 0.72% +2,982 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: 17,038 shares; 2024Q4: 19,018 shares; 2025Q1: 18,917 shares; 2025Q2: 18,235 shares; 2025Q3: 17,935 shares; 2025Q4: 20,547 shares; 2026Q1: 19,955 shares; 2026Q2: 21,301 shares 21,301 $5.04M 0.7% +1,346 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,608 shares; 2024Q4: 29,078 shares; 2025Q1: 33,688 shares; 2025Q2: 34,145 shares; 2025Q3: 35,488 shares; 2025Q4: 28,498 shares; 2026Q1: 44,705 shares; 2026Q2: 45,384 shares 45,384 $4.98M 0.69% +679 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: 12,213 shares; 2024Q4: 12,662 shares; 2025Q1: 13,072 shares; 2025Q2: 13,416 shares; 2025Q3: 12,222 shares; 2025Q4: 12,144 shares; 2026Q1: 10,282 shares; 2026Q2: 10,288 shares 10,288 $4.91M 0.68% +6 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: 135,588 shares; 2024Q4: 131,871 shares; 2025Q1: 161,120 shares; 2025Q2: 166,735 shares; 2025Q3: 182,839 shares; 2025Q4: 165,928 shares; 2026Q1: 198,246 shares; 2026Q2: 201,036 shares 201,036 $4.84M 0.67% +2,790 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,588 shares; 2026Q2: 14,745 shares 14,745 $4.69M 0.65% +157 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,979 shares; 2026Q2: 41,729 shares 41,729 $4.49M 0.62% +750 Timeline FV 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: 54,064 shares; 2024Q4: 52,479 shares; 2025Q1: 53,445 shares; 2025Q2: 53,642 shares; 2025Q3: 53,123 shares; 2025Q4: 53,329 shares; 2026Q1: 56,190 shares; 2026Q2: 58,863 shares 58,863 $4.47M 0.62% +2,673 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,353 shares; 2024Q4: 6,698 shares; 2025Q1: 8,249 shares; 2025Q2: 8,566 shares; 2025Q3: 8,208 shares; 2025Q4: 8,194 shares; 2026Q1: 6,155 shares; 2026Q2: 6,045 shares 6,045 $4.37M 0.6% -110 Timeline FVD 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: 75,227 shares; 2024Q4: 93,538 shares; 2025Q1: 80,842 shares; 2025Q2: 79,997 shares; 2025Q3: 80,314 shares; 2025Q4: 129,212 shares; 2026Q1: 87,952 shares; 2026Q2: 87,305 shares 87,305 $4.21M 0.58% -647 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: 26,922 shares; 2024Q4: 27,234 shares; 2025Q1: 27,233 shares; 2025Q2: 27,409 shares; 2025Q3: 26,982 shares; 2025Q4: 26,979 shares; 2026Q1: 26,132 shares; 2026Q2: 25,971 shares 25,971 $3.93M 0.54% -161 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: 3,339 shares; 2024Q4: 3,212 shares; 2025Q1: 3,355 shares; 2025Q2: 3,276 shares; 2025Q3: 3,367 shares; 2025Q4: 3,320 shares; 2026Q1: 3,293 shares; 2026Q2: 3,240 shares 3,240 $3.89M 0.54% -53 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: 37,609 shares; 2024Q4: 37,128 shares; 2025Q1: 34,980 shares; 2025Q2: 35,265 shares; 2025Q3: 35,972 shares; 2025Q4: 36,550 shares; 2026Q1: 31,679 shares; 2026Q2: 32,020 shares 32,020 $3.77M 0.52% +341 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: 1,832 shares; 2024Q4: 2,235 shares; 2025Q1: 3,764 shares; 2025Q2: 3,921 shares; 2025Q3: 4,302 shares; 2025Q4: 4,428 shares; 2026Q1: 4,887 shares; 2026Q2: 5,052 shares 5,052 $3.72M 0.51% +165 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,886 shares; 2024Q4: 6,092 shares; 2025Q1: 5,497 shares; 2025Q2: 5,567 shares; 2025Q3: 5,574 shares; 2025Q4: 5,703 shares; 2026Q1: 5,753 shares; 2026Q2: 5,827 shares 5,827 $3.7M 0.51% +74 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: 19,640 shares; 2024Q4: 19,523 shares; 2025Q1: 18,667 shares; 2025Q2: 18,612 shares; 2025Q3: 19,136 shares; 2025Q4: 18,850 shares; 2026Q1: 22,317 shares; 2026Q2: 21,870 shares 21,870 $3.67M 0.51% -447 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: 10,708 shares; 2024Q4: 10,721 shares; 2025Q1: 11,102 shares; 2025Q2: 11,395 shares; 2025Q3: 11,399 shares; 2025Q4: 11,321 shares; 2026Q1: 10,607 shares; 2026Q2: 10,263 shares 10,263 $3.63M 0.5% -344 Timeline SPSM 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: 31,897 shares; 2024Q4: 33,251 shares; 2025Q1: 45,452 shares; 2025Q2: 46,532 shares; 2025Q3: 51,500 shares; 2025Q4: 53,214 shares; 2026Q1: 57,329 shares; 2026Q2: 61,245 shares 61,245 $3.53M 0.49% +3,916 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: 29,427 shares; 2024Q4: 30,003 shares; 2025Q1: 28,339 shares; 2025Q2: 28,799 shares; 2025Q3: 30,910 shares; 2025Q4: 30,579 shares; 2026Q1: 32,772 shares; 2026Q2: 33,318 shares 33,318 $3.4M 0.47% +546 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: 9,676 shares; 2024Q4: 9,793 shares; 2025Q1: 8,664 shares; 2025Q2: 8,586 shares; 2025Q3: 9,217 shares; 2025Q4: 9,030 shares; 2026Q1: 8,612 shares; 2026Q2: 8,067 shares 8,067 $3.39M 0.47% -545 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: 4,222 shares; 2024Q4: 4,776 shares; 2025Q1: 4,992 shares; 2025Q2: 4,700 shares; 2025Q3: 4,414 shares; 2025Q4: 4,362 shares; 2026Q1: 4,758 shares; 2026Q2: 4,330 shares 4,330 $3.3M 0.46% -428 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: 46,241 shares; 2024Q4: 45,783 shares; 2025Q1: 46,673 shares; 2025Q2: 45,431 shares; 2025Q3: 43,037 shares; 2025Q4: 43,056 shares; 2026Q1: 44,992 shares; 2026Q2: 45,613 shares 45,613 $3.29M 0.46% +621 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: 21,662 shares; 2024Q4: 21,442 shares; 2025Q1: 20,894 shares; 2025Q2: 21,262 shares; 2025Q3: 21,611 shares; 2025Q4: 21,750 shares; 2026Q1: 23,227 shares; 2026Q2: 23,800 shares 23,800 $3.27M 0.45% +573 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,441 shares; 2024Q4: 21,542 shares; 2025Q1: 22,635 shares; 2025Q2: 23,351 shares; 2025Q3: 20,573 shares; 2025Q4: 21,113 shares; 2026Q1: 20,742 shares; 2026Q2: 21,248 shares 21,248 $3.26M 0.45% +506 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,110 shares; 2024Q4: 17,698 shares; 2025Q1: 16,036 shares; 2025Q2: 16,169 shares; 2025Q3: 16,249 shares; 2025Q4: 33,006 shares; 2026Q1: 20,685 shares; 2026Q2: 20,633 shares 20,633 $3.14M 0.43% -52 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: 18,400 shares; 2024Q4: 18,420 shares; 2025Q1: 17,906 shares; 2025Q2: 17,924 shares; 2025Q3: 17,133 shares; 2025Q4: 17,115 shares; 2026Q1: 16,139 shares; 2026Q2: 16,473 shares 16,473 $3.13M 0.43% +334 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,252 shares; 2024Q4: 15,520 shares; 2025Q1: 14,977 shares; 2025Q2: 14,774 shares; 2025Q3: 14,750 shares; 2025Q4: 14,765 shares; 2026Q1: 14,626 shares; 2026Q2: 14,652 shares 14,652 $3.11M 0.43% +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; 2024Q3: 4,154 shares; 2024Q4: 8,160 shares; 2025Q1: 8,530 shares; 2025Q2: 7,883 shares; 2025Q3: 8,074 shares; 2025Q4: 8,207 shares; 2026Q1: 9,115 shares; 2026Q2: 9,082 shares 9,082 $3.1M 0.43% -33 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: 39,404 shares; 2024Q4: 40,803 shares; 2025Q1: 47,382 shares; 2025Q2: 47,714 shares; 2025Q3: 48,573 shares; 2025Q4: 48,751 shares; 2026Q1: 52,834 shares; 2026Q2: 53,019 shares 53,019 $3.07M 0.42% +185 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: 3,307 shares; 2024Q4: 3,301 shares; 2025Q1: 3,235 shares; 2025Q2: 3,348 shares; 2025Q3: 3,439 shares; 2025Q4: 3,377 shares; 2026Q1: 3,067 shares; 2026Q2: 3,000 shares 3,000 $2.93M 0.41% -67 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: 27,848 shares; 2024Q4: 28,225 shares; 2025Q1: 26,822 shares; 2025Q2: 25,864 shares; 2025Q3: 24,631 shares; 2025Q4: 24,969 shares; 2026Q1: 23,221 shares; 2026Q2: 23,047 shares 23,047 $2.91M 0.4% -174 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: 7,074 shares; 2024Q4: 7,084 shares; 2025Q1: 7,394 shares; 2025Q2: 7,477 shares; 2025Q3: 7,781 shares; 2025Q4: 7,773 shares; 2026Q1: 8,740 shares; 2026Q2: 35,917 shares 35,917 $2.89M 0.4% +27,177 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: 11,807 shares; 2024Q4: 11,699 shares; 2025Q1: 11,942 shares; 2025Q2: 11,222 shares; 2025Q3: 11,421 shares; 2025Q4: 11,293 shares; 2026Q1: 11,219 shares; 2026Q2: 11,058 shares 11,058 $2.88M 0.4% -161 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: 6,153 shares; 2024Q4: 6,060 shares; 2025Q1: 6,035 shares; 2025Q2: 5,935 shares; 2025Q3: 5,935 shares; 2025Q4: 5,566 shares; 2026Q1: 5,565 shares; 2026Q2: 5,565 shares 5,565 $2.73M 0.38% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295,462 shares; 2024Q4: 297,157 shares; 2025Q1: 225,890 shares; 2025Q2: 222,628 shares; 2025Q3: 233,588 shares; 2025Q4: 238,708 shares; 2026Q1: 57,596 shares; 2026Q2: 53,628 shares 53,628 $2.62M 0.36% -3,968 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,518 shares; 2024Q4: 40,615 shares; 2025Q1: 42,708 shares; 2025Q2: 44,779 shares; 2025Q3: 44,284 shares; 2025Q4: 45,768 shares; 2026Q1: 49,722 shares; 2026Q2: 51,218 shares 51,218 $2.58M 0.36% +1,496 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: 16,534 shares; 2024Q4: 17,309 shares; 2025Q1: 17,489 shares; 2025Q2: 17,789 shares; 2025Q3: 19,032 shares; 2025Q4: 19,243 shares; 2026Q1: 19,238 shares; 2026Q2: 18,566 shares 18,566 $2.52M 0.35% -672 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: 7,188 shares; 2024Q4: 7,256 shares; 2025Q1: 6,888 shares; 2025Q2: 6,820 shares; 2025Q3: 6,825 shares; 2025Q4: 6,812 shares; 2026Q1: 7,366 shares; 2026Q2: 7,264 shares 7,264 $2.49M 0.34% -102 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: 3,694 shares; 2024Q4: 3,611 shares; 2025Q1: 3,334 shares; 2025Q2: 3,110 shares; 2025Q3: 2,883 shares; 2025Q4: 28,971 shares; 2026Q1: 34,611 shares; 2026Q2: 34,517 shares 34,517 $2.46M 0.34% -94 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: 9,317 shares; 2024Q4: 9,551 shares; 2025Q1: 9,922 shares; 2025Q2: 10,334 shares; 2025Q3: 12,160 shares; 2025Q4: 12,306 shares; 2026Q1: 11,016 shares; 2026Q2: 11,083 shares 11,083 $2.44M 0.34% +67 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,713 shares; 2024Q4: 36,117 shares; 2025Q1: 31,688 shares; 2025Q2: 31,902 shares; 2025Q3: 32,606 shares; 2025Q4: 32,246 shares; 2026Q1: 32,140 shares; 2026Q2: 30,809 shares 30,809 $2.29M 0.32% -1,331 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: 9,644 shares; 2024Q4: 10,035 shares; 2025Q1: 11,409 shares; 2025Q2: 11,645 shares; 2025Q3: 11,910 shares; 2025Q4: 11,810 shares; 2026Q1: 10,046 shares; 2026Q2: 9,978 shares 9,978 $2.29M 0.32% -68 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS 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: 9,155 shares; 2026Q1: 29,550 shares; 2026Q2: 29,662 shares 29,662 $2.23M 0.31% +112 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 590 shares; 2025Q3: 589 shares; 2025Q4: not reported; 2026Q1: 1,940 shares; 2026Q2: 1,838 shares 1,838 $2.16M 0.3% -102 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: 12,062 shares; 2025Q1: 17,595 shares; 2025Q2: 18,734 shares; 2025Q3: 17,952 shares; 2025Q4: 18,313 shares; 2026Q1: 25,671 shares; 2026Q2: 26,811 shares 26,811 $2.15M 0.3% +1,140 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,578 shares; 2024Q4: 14,651 shares; 2025Q1: 12,706 shares; 2025Q2: 13,035 shares; 2025Q3: 13,459 shares; 2025Q4: 13,645 shares; 2026Q1: 14,014 shares; 2026Q2: 14,150 shares 14,150 $2.15M 0.3% +136 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: 6,989 shares; 2024Q4: 6,991 shares; 2025Q1: 6,244 shares; 2025Q2: 6,439 shares; 2025Q3: 6,450 shares; 2025Q4: 6,183 shares; 2026Q1: 6,177 shares; 2026Q2: 6,235 shares 6,235 $2.11M 0.29% +58 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: 10,742 shares; 2026Q2: 11,000 shares 11,000 $2.09M 0.29% +258 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: 5,455 shares; 2024Q4: 4,356 shares; 2025Q1: 4,224 shares; 2025Q2: 3,488 shares; 2025Q3: 5,066 shares; 2025Q4: 4,632 shares; 2026Q1: 4,951 shares; 2026Q2: 4,967 shares 4,967 $2.06M 0.29% +16 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,992 shares; 2024Q4: 31,625 shares; 2025Q1: 23,863 shares; 2025Q2: 23,700 shares; 2025Q3: 24,019 shares; 2025Q4: 24,813 shares; 2026Q1: 26,753 shares; 2026Q2: 29,436 shares 29,436 $2.02M 0.28% +2,683 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: 20,236 shares; 2024Q4: 20,696 shares; 2025Q1: 20,426 shares; 2025Q2: 20,650 shares; 2025Q3: 20,864 shares; 2025Q4: 21,066 shares; 2026Q1: 21,583 shares; 2026Q2: 21,947 shares 21,947 $1.99M 0.28% +364 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,490 shares; 2025Q2: 39,569 shares; 2025Q3: 41,829 shares; 2025Q4: 44,869 shares; 2026Q1: 50,583 shares; 2026Q2: 52,905 shares 52,905 $1.98M 0.27% +2,322 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: 4,933 shares; 2024Q4: 5,068 shares; 2025Q1: 5,163 shares; 2025Q2: 5,245 shares; 2025Q3: 5,418 shares; 2025Q4: 5,491 shares; 2026Q1: 5,774 shares; 2026Q2: 5,802 shares 5,802 $1.98M 0.27% +28 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,033 shares; 2024Q4: 23,394 shares; 2025Q1: 23,032 shares; 2025Q2: 23,726 shares; 2025Q3: 24,167 shares; 2025Q4: 24,434 shares; 2026Q1: 23,176 shares; 2026Q2: 23,311 shares 23,311 $1.95M 0.27% +135 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: 13,427 shares; 2024Q4: 13,272 shares; 2025Q1: 12,938 shares; 2025Q2: 12,799 shares; 2025Q3: 10,839 shares; 2025Q4: 10,808 shares; 2026Q1: 13,226 shares; 2026Q2: 13,277 shares 13,277 $1.95M 0.27% +51 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,105 shares; 2024Q4: 5,055 shares; 2025Q1: 4,864 shares; 2025Q2: 4,938 shares; 2025Q3: 5,172 shares; 2025Q4: 5,197 shares; 2026Q1: 5,181 shares; 2026Q2: 4,813 shares 4,813 $1.91M 0.26% -368 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: 29,842 shares; 2024Q4: 30,407 shares; 2025Q1: 31,115 shares; 2025Q2: 32,377 shares; 2025Q3: 33,142 shares; 2025Q4: 33,514 shares; 2026Q1: 31,377 shares; 2026Q2: 31,489 shares 31,489 $1.9M 0.26% +112 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: 24,040 shares; 2024Q4: 22,265 shares; 2025Q1: 21,159 shares; 2025Q2: 20,186 shares; 2025Q3: 19,700 shares; 2025Q4: 19,137 shares; 2026Q1: 13,519 shares; 2026Q2: 13,574 shares 13,574 $1.86M 0.26% +55 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,526 shares; 2024Q4: 16,936 shares; 2025Q1: 18,521 shares; 2025Q2: 19,057 shares; 2025Q3: 20,434 shares; 2025Q4: 20,520 shares; 2026Q1: 19,762 shares; 2026Q2: 19,693 shares 19,693 $1.83M 0.25% -69 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: 3,933 shares; 2024Q4: 3,798 shares; 2025Q1: 3,896 shares; 2025Q2: 3,904 shares; 2025Q3: 4,241 shares; 2025Q4: 4,226 shares; 2026Q1: 3,780 shares; 2026Q2: 3,603 shares 3,603 $1.81M 0.25% -177 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS 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: 7,916 shares; 2026Q2: 7,962 shares 7,962 $1.81M 0.25% +46 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,154 shares; 2026Q2: 19,950 shares 19,950 $1.77M 0.24% -204 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: 5,080 shares; 2024Q4: 5,277 shares; 2025Q1: 5,249 shares; 2025Q2: 5,423 shares; 2025Q3: 5,892 shares; 2025Q4: 5,248 shares; 2026Q1: 5,974 shares; 2026Q2: 5,975 shares 5,975 $1.75M 0.24% +1 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879 shares; 2024Q4: 5,743 shares; 2025Q1: 8,371 shares; 2025Q2: 8,804 shares; 2025Q3: 8,888 shares; 2025Q4: 8,987 shares; 2026Q1: 8,965 shares; 2026Q2: 8,631 shares 8,631 $1.74M 0.24% -334 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: 7,871 shares; 2024Q4: 7,912 shares; 2025Q1: 8,060 shares; 2025Q2: 8,220 shares; 2025Q3: 8,450 shares; 2025Q4: 8,436 shares; 2026Q1: 8,767 shares; 2026Q2: 8,852 shares 8,852 $1.71M 0.24% +85 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: 1,470 shares; 2024Q4: 968 shares; 2025Q1: 950 shares; 2025Q2: 961 shares; 2025Q3: 961 shares; 2025Q4: 911 shares; 2026Q1: 4,861 shares; 2026Q2: 4,842 shares 4,842 $1.71M 0.24% -19 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: 2,375 shares; 2024Q4: 2,461 shares; 2025Q1: 2,425 shares; 2025Q2: 2,439 shares; 2025Q3: 2,253 shares; 2025Q4: 2,258 shares; 2026Q1: 2,238 shares; 2026Q2: 2,255 shares 2,255 $1.7M 0.24% +17 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: 72,674 shares; 2024Q4: 76,244 shares; 2025Q1: 76,180 shares; 2025Q2: 80,936 shares; 2025Q3: 86,721 shares; 2025Q4: 85,422 shares; 2026Q1: 85,426 shares; 2026Q2: 88,296 shares 88,296 $1.69M 0.23% +2,870 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: 4,278 shares; 2024Q4: 4,342 shares; 2025Q1: 4,491 shares; 2025Q2: 4,563 shares; 2025Q3: 4,774 shares; 2025Q4: 4,788 shares; 2026Q1: 4,941 shares; 2026Q2: 4,893 shares 4,893 $1.68M 0.23% -48 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,015 shares; 2024Q4: 6,763 shares; 2025Q1: 11,884 shares; 2025Q2: 12,555 shares; 2025Q3: 13,474 shares; 2025Q4: 13,558 shares; 2026Q1: 14,279 shares; 2026Q2: 14,345 shares 14,345 $1.68M 0.23% +66 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: 17,149 shares; 2024Q4: 17,956 shares; 2025Q1: 19,067 shares; 2025Q2: 19,324 shares; 2025Q3: 19,605 shares; 2025Q4: 19,922 shares; 2026Q1: 22,133 shares; 2026Q2: 22,161 shares 22,161 $1.65M 0.23% +28 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,801 shares; 2026Q2: 3,754 shares 3,754 $1.64M 0.23% -47 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: 9,313 shares; 2025Q1: 9,329 shares; 2025Q2: 9,406 shares; 2025Q3: 9,631 shares; 2025Q4: 9,640 shares; 2026Q1: 9,640 shares; 2026Q2: 9,582 shares 9,582 $1.63M 0.23% -58 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: 1,551 shares; 2024Q4: 1,506 shares; 2025Q1: 1,349 shares; 2025Q2: 1,396 shares; 2025Q3: 1,531 shares; 2025Q4: 7,778 shares; 2026Q1: 12,400 shares; 2026Q2: 16,302 shares 16,302 $1.62M 0.22% +3,902 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: 2,396 shares; 2024Q4: 2,398 shares; 2025Q1: 2,483 shares; 2025Q2: 2,708 shares; 2025Q3: 2,603 shares; 2025Q4: 2,857 shares; 2026Q1: 2,830 shares; 2026Q2: 18,660 shares 18,660 $1.61M 0.22% +15,830 Timeline FXL 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: 6,670 shares; 2024Q4: 6,729 shares; 2025Q1: 5,642 shares; 2025Q2: 5,788 shares; 2025Q3: 6,176 shares; 2025Q4: 6,356 shares; 2026Q1: 7,103 shares; 2026Q2: 7,309 shares 7,309 $1.59M 0.22% +206 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: 23,840 shares; 2024Q4: 25,960 shares; 2025Q1: 32,830 shares; 2025Q2: 34,282 shares; 2025Q3: 40,184 shares; 2025Q4: 38,884 shares; 2026Q1: 33,454 shares; 2026Q2: 33,431 shares 33,431 $1.55M 0.22% -23 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,594 shares; 2025Q4: 19,832 shares; 2026Q1: 29,177 shares; 2026Q2: 29,041 shares 29,041 $1.54M 0.21% -136 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,598 shares; 2024Q4: 12,298 shares; 2025Q1: 12,318 shares; 2025Q2: 13,328 shares; 2025Q3: 13,328 shares; 2025Q4: 13,435 shares; 2026Q1: 13,285 shares; 2026Q2: 13,024 shares 13,024 $1.54M 0.21% -261 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: 5,258 shares; 2024Q4: 5,308 shares; 2025Q1: 5,302 shares; 2025Q2: 5,224 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,201 shares; 2026Q2: 5,231 shares 5,231 $1.47M 0.2% +30 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,893 shares; 2024Q4: 25,063 shares; 2025Q1: 26,945 shares; 2025Q2: 27,573 shares; 2025Q3: 30,388 shares; 2025Q4: 29,243 shares; 2026Q1: 33,412 shares; 2026Q2: 33,442 shares 33,442 $1.43M 0.2% +30 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,080 shares; 2024Q4: 9,490 shares; 2025Q1: 6,633 shares; 2025Q2: 6,689 shares; 2025Q3: 5,916 shares; 2025Q4: 6,221 shares; 2026Q1: 9,842 shares; 2026Q2: 9,564 shares 9,564 $1.4M 0.19% -278 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: 43,371 shares; 2024Q4: 44,281 shares; 2025Q1: 21,151 shares; 2025Q2: 21,416 shares; 2025Q3: 20,947 shares; 2025Q4: 20,440 shares; 2026Q1: 20,830 shares; 2026Q2: 23,184 shares 23,184 $1.38M 0.19% +2,354 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,313 shares; 2025Q1: 1,297 shares; 2025Q2: 1,317 shares; 2025Q3: 1,312 shares; 2025Q4: 1,298 shares; 2026Q1: 1,434 shares; 2026Q2: 1,422 shares 1,422 $1.37M 0.19% -12 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: 7,554 shares; 2024Q4: 7,554 shares; 2025Q1: 7,494 shares; 2025Q2: 7,491 shares; 2025Q3: 7,368 shares; 2025Q4: 7,310 shares; 2026Q1: 7,518 shares; 2026Q2: 7,518 shares 7,518 $1.36M 0.19% 0 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,763 shares; 2024Q4: 6,454 shares; 2025Q1: 10,757 shares; 2025Q2: 12,094 shares; 2025Q3: 14,497 shares; 2025Q4: 12,645 shares; 2026Q1: 17,374 shares; 2026Q2: 17,568 shares 17,568 $1.33M 0.18% +194 Timeline FBT 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: 5,832 shares; 2024Q4: 6,058 shares; 2025Q1: 4,338 shares; 2025Q2: 4,468 shares; 2025Q3: 4,872 shares; 2025Q4: 4,980 shares; 2026Q1: 4,929 shares; 2026Q2: 5,139 shares 5,139 $1.27M 0.18% +210 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,215 shares; 2024Q4: 14,301 shares; 2025Q1: 15,456 shares; 2025Q2: 15,499 shares; 2025Q3: 14,205 shares; 2025Q4: 14,177 shares; 2026Q1: 13,134 shares; 2026Q2: 13,155 shares 13,155 $1.26M 0.17% +21 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 913 shares; 2025Q1: 1,915 shares; 2025Q2: 2,077 shares; 2025Q3: 2,240 shares; 2025Q4: 2,170 shares; 2026Q1: 2,203 shares; 2026Q2: 2,186 shares 2,186 $1.26M 0.17% -17 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,689 shares; 2025Q2: 2,558 shares; 2025Q3: 2,540 shares; 2025Q4: 2,543 shares; 2026Q1: 2,493 shares; 2026Q2: 2,428 shares 2,428 $1.25M 0.17% -65 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,468 shares; 2024Q4: 12,068 shares; 2025Q1: 18,798 shares; 2025Q2: 20,066 shares; 2025Q3: 24,003 shares; 2025Q4: 20,551 shares; 2026Q1: 25,250 shares; 2026Q2: 25,914 shares 25,914 $1.24M 0.17% +664 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: 1,513 shares; 2024Q4: 1,325 shares; 2025Q1: 1,327 shares; 2025Q2: 1,319 shares; 2025Q3: 1,304 shares; 2025Q4: 1,305 shares; 2026Q1: 1,324 shares; 2026Q2: 1,318 shares 1,318 $1.23M 0.17% -6 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,197 shares; 2024Q4: 7,229 shares; 2025Q1: 5,815 shares; 2025Q2: 5,898 shares; 2025Q3: 5,900 shares; 2025Q4: 5,980 shares; 2026Q1: 7,702 shares; 2026Q2: 7,847 shares 7,847 $1.21M 0.17% +145 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: 36,045 shares; 2024Q4: 39,486 shares; 2025Q1: 44,962 shares; 2025Q2: 46,015 shares; 2025Q3: 50,633 shares; 2025Q4: 37,194 shares; 2026Q1: 49,485 shares; 2026Q2: 49,216 shares 49,216 $1.21M 0.17% -269 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: 30,418 shares; 2024Q4: 30,418 shares; 2025Q1: 30,418 shares; 2025Q2: 30,418 shares; 2025Q3: 32,162 shares; 2025Q4: 31,898 shares; 2026Q1: 31,898 shares; 2026Q2: 32,265 shares 32,265 $1.19M 0.16% +367 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH 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: 11,662 shares; 2026Q2: 11,713 shares 11,713 $1.18M 0.16% +51 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: 2,800 shares; 2024Q4: 2,700 shares; 2025Q1: 2,722 shares; 2025Q2: 2,702 shares; 2025Q3: 2,642 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares; 2026Q2: 2,354 shares 2,354 $1.18M 0.16% -258 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,355 shares; 2024Q4: 5,001 shares; 2025Q1: 7,341 shares; 2025Q2: 7,438 shares; 2025Q3: 8,172 shares; 2025Q4: 7,260 shares; 2026Q1: 8,495 shares; 2026Q2: 8,468 shares 8,468 $1.18M 0.16% -27 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD 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: 11,015 shares; 2026Q2: 11,671 shares 11,671 $1.17M 0.16% +656 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: 12,345 shares; 2024Q4: 12,486 shares; 2025Q1: 12,229 shares; 2025Q2: 12,677 shares; 2025Q3: 12,237 shares; 2025Q4: 12,349 shares; 2026Q1: 12,448 shares; 2026Q2: 12,611 shares 12,611 $1.16M 0.16% +163 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,031 shares; 2025Q2: 17,559 shares; 2025Q3: 18,806 shares; 2025Q4: 19,610 shares; 2026Q1: 22,462 shares; 2026Q2: 23,413 shares 23,413 $1.15M 0.16% +951 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: 9,520 shares; 2024Q4: 9,520 shares; 2025Q1: 9,651 shares; 2025Q2: 9,651 shares; 2025Q3: 9,651 shares; 2025Q4: 9,706 shares; 2026Q1: 9,859 shares; 2026Q2: 9,781 shares 9,781 $1.14M 0.16% -78 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 6,765 shares; 2026Q2: 6,832 shares 6,832 $1.12M 0.16% +67 Timeline CWB 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: 8,644 shares; 2024Q4: 8,698 shares; 2025Q1: 8,728 shares; 2025Q2: 9,120 shares; 2025Q3: 9,053 shares; 2025Q4: 9,164 shares; 2026Q1: 9,351 shares; 2026Q2: 10,072 shares 10,072 $1.09M 0.15% +721 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,396 shares; 2024Q4: 118,774 shares; 2025Q1: 140,111 shares; 2025Q2: 150,244 shares; 2025Q3: 163,747 shares; 2025Q4: 180,256 shares; 2026Q1: 48,173 shares; 2026Q2: 45,652 shares 45,652 $1.05M 0.15% -2,521 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: 6,189 shares; 2024Q4: 6,179 shares; 2025Q1: 5,988 shares; 2025Q2: 6,133 shares; 2025Q3: 5,595 shares; 2025Q4: 5,593 shares; 2026Q1: 6,616 shares; 2026Q2: 6,529 shares 6,529 $1.02M 0.14% -87 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,538 shares; 2024Q4: 20,282 shares; 2025Q1: 24,770 shares; 2025Q2: 23,827 shares; 2025Q3: 22,921 shares; 2025Q4: 23,042 shares; 2026Q1: 21,044 shares; 2026Q2: 20,966 shares 20,966 $968K 0.13% -78 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,423 shares; 2024Q4: 13,277 shares; 2025Q1: 11,906 shares; 2025Q2: 11,854 shares; 2025Q3: 10,912 shares; 2025Q4: 11,236 shares; 2026Q1: 11,809 shares; 2026Q2: 12,229 shares 12,229 $964K 0.13% +420 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,542 shares; 2025Q2: 2,557 shares; 2025Q3: 2,555 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares; 2026Q2: 2,410 shares 2,410 $957K 0.13% -50 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: 32,035 shares; 2024Q4: 31,885 shares; 2025Q1: 37,135 shares; 2025Q2: 27,160 shares; 2025Q3: 28,325 shares; 2025Q4: 24,055 shares; 2026Q1: 25,174 shares; 2026Q2: 17,271 shares 17,271 $923K 0.13% -7,903 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: 4,969 shares; 2024Q4: 5,102 shares; 2025Q1: 5,174 shares; 2025Q2: 5,140 shares; 2025Q3: 7,654 shares; 2025Q4: 7,747 shares; 2026Q1: 8,737 shares; 2026Q2: 9,120 shares 9,120 $879K 0.12% +383 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,865 shares; 2025Q2: 3,266 shares; 2025Q3: 4,676 shares; 2025Q4: 4,903 shares; 2026Q1: 7,332 shares; 2026Q2: 7,021 shares 7,021 $864K 0.12% -311 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,304 shares; 2024Q4: 5,448 shares; 2025Q1: 5,350 shares; 2025Q2: 5,833 shares; 2025Q3: 7,266 shares; 2025Q4: 7,508 shares; 2026Q1: 9,445 shares; 2026Q2: 10,321 shares 10,321 $853K 0.12% +876 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 79,499 shares; 2025Q4: 93,452 shares; 2026Q1: 177,657 shares; 2026Q2: 178,188 shares 178,188 $843K 0.12% +531 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: 1,570 shares; 2024Q4: 1,708 shares; 2025Q1: 1,666 shares; 2025Q2: 1,673 shares; 2025Q3: 2,174 shares; 2025Q4: 2,473 shares; 2026Q1: 2,656 shares; 2026Q2: 3,233 shares 3,233 $784K 0.11% +577 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: 6,966 shares; 2024Q4: 6,466 shares; 2025Q1: 5,932 shares; 2025Q2: 5,035 shares; 2025Q3: 4,669 shares; 2025Q4: 4,297 shares; 2026Q1: 3,838 shares; 2026Q2: 3,175 shares 3,175 $782K 0.11% -663 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: 2,186 shares; 2024Q4: 2,186 shares; 2025Q1: 2,195 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,376 shares; 2026Q1: 2,592 shares; 2026Q2: 2,579 shares 2,579 $769K 0.11% -13 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 899 shares; 2024Q4: 911 shares; 2025Q1: 849 shares; 2025Q2: 855 shares; 2025Q3: 864 shares; 2025Q4: 914 shares; 2026Q1: 857 shares; 2026Q2: 1,059 shares 1,059 $745K 0.1% +202 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: 4,487 shares; 2024Q4: 4,549 shares; 2025Q1: 4,549 shares; 2025Q2: 4,587 shares; 2025Q3: 4,572 shares; 2025Q4: 4,491 shares; 2026Q1: 4,530 shares; 2026Q2: 4,530 shares 4,530 $710K 0.1% 0 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,618 shares; 2026Q2: 28,964 shares 28,964 $647K 0.09% -654 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,481 shares; 2024Q4: 38,922 shares; 2025Q1: 46,422 shares; 2025Q2: 34,172 shares; 2025Q3: 34,222 shares; 2025Q4: 26,801 shares; 2026Q1: 32,001 shares; 2026Q2: 23,527 shares 23,527 $636K 0.09% -8,474 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: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,214 shares; 2025Q2: 2,214 shares; 2025Q3: 2,214 shares; 2025Q4: 2,203 shares; 2026Q1: 1,980 shares; 2026Q2: 1,980 shares 1,980 $620K 0.09% 0 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I 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: 8,478 shares; 2025Q4: 8,876 shares; 2026Q1: 9,548 shares; 2026Q2: 11,712 shares 11,712 $601K 0.08% +2,164 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,815 shares; 2024Q4: 2,815 shares; 2025Q1: 2,815 shares; 2025Q2: 2,201 shares; 2025Q3: 2,230 shares; 2025Q4: 2,230 shares; 2026Q1: 2,230 shares; 2026Q2: 2,228 shares 2,228 $601K 0.08% -2 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,377 shares; 2024Q4: 13,377 shares; 2025Q1: 13,177 shares; 2025Q2: 14,560 shares; 2025Q3: 14,562 shares; 2025Q4: 14,178 shares; 2026Q1: 14,177 shares; 2026Q2: 14,177 shares 14,177 $597K 0.08% 0 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: 822 shares; 2024Q4: 822 shares; 2025Q1: 825 shares; 2025Q2: 679 shares; 2025Q3: 633 shares; 2025Q4: 629 shares; 2026Q1: 656 shares; 2026Q2: 583 shares 583 $590K 0.08% -73 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,203 shares 4,203 $587K 0.08% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,400 shares; 2025Q2: 7,400 shares; 2025Q3: 7,400 shares; 2025Q4: 7,169 shares; 2026Q1: 7,093 shares; 2026Q2: 7,083 shares 7,083 $581K 0.08% -10 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: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,547 shares; 2025Q2: 1,547 shares; 2025Q3: 1,547 shares; 2025Q4: 1,125 shares; 2026Q1: 1,538 shares; 2026Q2: 1,563 shares 1,563 $576K 0.08% +25 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; 2024Q3: 418 shares; 2024Q4: 422 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 424 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $566K 0.08% 0 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: 7,822 shares; 2024Q4: 8,322 shares; 2025Q1: 7,802 shares; 2025Q2: 7,803 shares; 2025Q3: 7,802 shares; 2025Q4: 7,886 shares; 2026Q1: 7,802 shares; 2026Q2: 7,802 shares 7,802 $561K 0.08% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,087 shares; 2024Q4: 10,087 shares; 2025Q1: 10,087 shares; 2025Q2: 10,582 shares; 2025Q3: 10,582 shares; 2025Q4: 10,582 shares; 2026Q1: 11,229 shares; 2026Q2: 11,119 shares 11,119 $549K 0.08% -110 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: 479 shares; 2024Q4: 479 shares; 2025Q1: 479 shares; 2025Q2: 591 shares; 2025Q3: 591 shares; 2025Q4: 589 shares; 2026Q1: 724 shares; 2026Q2: 724 shares 724 $542K 0.08% 0 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: 2,489 shares; 2024Q4: 2,489 shares; 2025Q1: 2,449 shares; 2025Q2: 2,426 shares; 2025Q3: 2,426 shares; 2025Q4: 2,498 shares; 2026Q1: 2,399 shares; 2026Q2: 2,422 shares 2,422 $540K 0.07% +23 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: 8,508 shares; 2024Q4: 8,033 shares; 2025Q1: 9,120 shares; 2025Q2: 8,370 shares; 2025Q3: 8,370 shares; 2025Q4: 8,384 shares; 2026Q1: 9,348 shares; 2026Q2: 9,454 shares 9,454 $539K 0.07% +106 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,877 shares; 2024Q4: 6,677 shares; 2025Q1: 6,600 shares; 2025Q2: 5,600 shares; 2025Q3: 4,725 shares; 2025Q4: 4,200 shares; 2026Q1: 3,700 shares; 2026Q2: 3,840 shares 3,840 $537K 0.07% +140 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: 1,416 shares; 2024Q4: 1,499 shares; 2025Q1: 1,500 shares; 2025Q2: 1,487 shares; 2025Q3: 1,486 shares; 2025Q4: 1,500 shares; 2026Q1: 1,375 shares; 2026Q2: 1,392 shares 1,392 $515K 0.07% +17 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,581 shares; 2024Q4: 3,649 shares; 2025Q1: 3,771 shares; 2025Q2: 3,126 shares; 2025Q3: 3,196 shares; 2025Q4: 3,208 shares; 2026Q1: 3,097 shares; 2026Q2: 2,435 shares 2,435 $500K 0.07% -662 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,810 shares; 2024Q4: 21,921 shares; 2025Q1: 9,257 shares; 2025Q2: 8,695 shares; 2025Q3: 5,484 shares; 2025Q4: 5,379 shares; 2026Q1: 6,072 shares; 2026Q2: 6,072 shares 6,072 $491K 0.07% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,338 shares; 2024Q4: 4,338 shares; 2025Q1: 4,203 shares; 2025Q2: 4,195 shares; 2025Q3: 4,195 shares; 2025Q4: 4,176 shares; 2026Q1: 4,183 shares; 2026Q2: 3,019 shares 3,019 $483K 0.07% -1,164 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: 10,887 shares; 2024Q4: 10,457 shares; 2025Q1: 12,809 shares; 2025Q2: 13,640 shares; 2025Q3: 16,696 shares; 2025Q4: 13,376 shares; 2026Q1: 3,688 shares; 2026Q2: 3,688 shares 3,688 $482K 0.07% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,403 shares; 2024Q4: 7,203 shares; 2025Q1: 6,796 shares; 2025Q2: 6,713 shares; 2025Q3: 8,205 shares; 2025Q4: 8,283 shares; 2026Q1: 8,283 shares; 2026Q2: 8,534 shares 8,534 $481K 0.07% +251 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: 3,191 shares; 2024Q4: 3,191 shares; 2025Q1: 3,123 shares; 2025Q2: 3,148 shares; 2025Q3: 3,148 shares; 2025Q4: 3,148 shares; 2026Q1: 3,123 shares; 2026Q2: 3,298 shares 3,298 $477K 0.07% +175 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,125 shares; 2024Q4: 19,125 shares; 2025Q1: 19,125 shares; 2025Q2: 19,125 shares; 2025Q3: 20,610 shares; 2025Q4: 21,110 shares; 2026Q1: 21,110 shares; 2026Q2: 21,110 shares 21,110 $470K 0.07% 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: 5,933 shares; 2024Q4: 5,933 shares; 2025Q1: 6,133 shares; 2025Q2: 6,133 shares; 2025Q3: 5,933 shares; 2025Q4: 5,933 shares; 2026Q1: 5,933 shares; 2026Q2: 5,933 shares 5,933 $457K 0.06% 0 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: 6,969 shares; 2024Q4: 6,777 shares; 2025Q1: 6,645 shares; 2025Q2: 6,562 shares; 2025Q3: 6,710 shares; 2025Q4: 7,134 shares; 2026Q1: 8,380 shares; 2026Q2: 8,092 shares 8,092 $457K 0.06% -288 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,033 shares; 2026Q2: 1,022 shares 1,022 $443K 0.06% -11 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,730 shares; 2024Q4: 20,925 shares; 2025Q1: 20,301 shares; 2025Q2: 19,204 shares; 2025Q3: 19,056 shares; 2025Q4: 16,226 shares; 2026Q1: 17,554 shares; 2026Q2: 17,327 shares 17,327 $441K 0.06% -227 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: 1,503 shares; 2024Q4: 1,503 shares; 2025Q1: 1,503 shares; 2025Q2: 1,391 shares; 2025Q3: 1,412 shares; 2025Q4: 1,381 shares; 2026Q1: 1,383 shares; 2026Q2: 1,399 shares 1,399 $440K 0.06% +16 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: 1,242 shares; 2024Q4: 1,242 shares; 2025Q1: 1,291 shares; 2025Q2: 1,922 shares; 2025Q3: 1,922 shares; 2025Q4: 2,046 shares; 2026Q1: 2,010 shares; 2026Q2: 2,005 shares 2,005 $437K 0.06% -5 Timeline SPMD 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: 8,385 shares; 2024Q4: 7,941 shares; 2025Q1: 7,253 shares; 2025Q2: 6,837 shares; 2025Q3: 6,837 shares; 2025Q4: 6,486 shares; 2026Q1: 6,424 shares; 2026Q2: 6,409 shares 6,409 $433K 0.06% -15 Timeline TFI 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: 11,999 shares; 2024Q4: 11,381 shares; 2025Q1: 11,229 shares; 2025Q2: 10,548 shares; 2025Q3: 10,285 shares; 2025Q4: 8,617 shares; 2026Q1: 9,268 shares; 2026Q2: 9,301 shares 9,301 $426K 0.06% +33 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: 4,768 shares; 2024Q4: 4,673 shares; 2025Q1: 4,481 shares; 2025Q2: 4,318 shares; 2025Q3: 3,945 shares; 2025Q4: 3,782 shares; 2026Q1: 4,001 shares; 2026Q2: 3,905 shares 3,905 $420K 0.06% -96 Timeline NMT NUVEEN MASS QUALITY MUN INC More: the full row for NUVEEN MASS QUALITY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares; 2026Q2: 32,000 shares 32,000 $416K 0.06% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,213 shares; 2024Q4: 9,120 shares; 2025Q1: 17,364 shares; 2025Q2: 17,474 shares; 2025Q3: 13,688 shares; 2025Q4: 13,668 shares; 2026Q1: 3,585 shares; 2026Q2: 3,585 shares 3,585 $413K 0.06% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,390 shares; 2024Q4: 7,390 shares; 2025Q1: 7,390 shares; 2025Q2: 7,390 shares; 2025Q3: 10,515 shares; 2025Q4: 10,515 shares; 2026Q1: 10,515 shares; 2026Q2: 10,925 shares 10,925 $411K 0.06% +410 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: 2,451 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,256 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares; 2026Q1: 2,251 shares; 2026Q2: 2,251 shares 2,251 $395K 0.05% 0 Timeline BSTZ BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,770 shares; 2025Q1: 10,770 shares; 2025Q2: 11,270 shares; 2025Q3: 12,211 shares; 2025Q4: 12,211 shares; 2026Q1: 12,122 shares; 2026Q2: 12,832 shares 12,832 $385K 0.05% +710 Timeline CIBR 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: 4,261 shares; 2024Q4: 4,261 shares; 2025Q1: 4,261 shares; 2025Q2: 4,261 shares; 2025Q3: 4,261 shares; 2025Q4: 4,261 shares; 2026Q1: 4,121 shares; 2026Q2: 4,271 shares 4,271 $384K 0.05% +150 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: 2,552 shares; 2024Q4: 2,552 shares; 2025Q1: not reported; 2025Q2: 2,199 shares; 2025Q3: 2,192 shares; 2025Q4: 2,192 shares; 2026Q1: 2,092 shares; 2026Q2: 2,092 shares 2,092 $355K 0.05% 0 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: not reported; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 312 shares; 2025Q4: 231 shares; 2026Q1: 234 shares; 2026Q2: 178 shares 178 $354K 0.05% -56 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,607 shares; 2024Q4: 1,607 shares; 2025Q1: 1,591 shares; 2025Q2: 1,598 shares; 2025Q3: 1,591 shares; 2025Q4: 1,598 shares; 2026Q1: 1,620 shares; 2026Q2: 1,612 shares 1,612 $352K 0.05% -8 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: 11,230 shares; 2024Q4: 9,994 shares; 2025Q1: 9,716 shares; 2025Q2: 8,026 shares; 2025Q3: 7,875 shares; 2025Q4: 6,854 shares; 2026Q1: 3,446 shares; 2026Q2: 3,593 shares 3,593 $346K 0.05% +147 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: 1,537 shares; 2024Q4: 1,466 shares; 2025Q1: 1,380 shares; 2025Q2: 1,353 shares; 2025Q3: 1,275 shares; 2025Q4: 1,147 shares; 2026Q1: 1,140 shares; 2026Q2: 1,140 shares 1,140 $343K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,745 shares; 2025Q2: 1,859 shares; 2025Q3: 1,854 shares; 2025Q4: 1,177 shares; 2026Q1: 1,136 shares; 2026Q2: 895 shares 895 $334K 0.05% -241 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: 3,329 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 2,560 shares; 2025Q3: 1,560 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares 1,560 $332K 0.05% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,156 shares; 2024Q4: 5,149 shares; 2025Q1: 5,036 shares; 2025Q2: 4,920 shares; 2025Q3: 4,684 shares; 2025Q4: 4,078 shares; 2026Q1: 3,995 shares; 2026Q2: 3,528 shares 3,528 $309K 0.04% -467 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: 4,324 shares; 2024Q4: 4,324 shares; 2025Q1: 4,324 shares; 2025Q2: 4,324 shares; 2025Q3: 4,274 shares; 2025Q4: 4,274 shares; 2026Q1: 4,274 shares; 2026Q2: 4,274 shares 4,274 $309K 0.04% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,589 shares; 2026Q2: 2,610 shares 2,610 $307K 0.04% +21 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,441 shares; 2024Q4: 4,066 shares; 2025Q1: 3,626 shares; 2025Q2: 3,701 shares; 2025Q3: 3,440 shares; 2025Q4: 2,832 shares; 2026Q1: 2,755 shares; 2026Q2: 5,388 shares 5,388 $303K 0.04% +2,633 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $302K 0.04% 0 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,997 shares; 2025Q4: 4,497 shares; 2026Q1: 4,497 shares; 2026Q2: 4,497 shares 4,497 $299K 0.04% 0 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: 1,660 shares; 2024Q4: 1,660 shares; 2025Q1: 1,638 shares; 2025Q2: 1,652 shares; 2025Q3: 1,652 shares; 2025Q4: 1,545 shares; 2026Q1: 1,632 shares; 2026Q2: 1,561 shares 1,561 $297K 0.04% -71 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 3,577 shares; 2025Q1: 3,366 shares; 2025Q2: 3,174 shares; 2025Q3: 3,174 shares; 2025Q4: 3,007 shares; 2026Q1: 2,978 shares; 2026Q2: 2,978 shares 2,978 $278K 0.04% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,499 shares 1,499 $277K 0.04% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,435 shares 1,435 $275K 0.04% -6 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,173 shares; 2024Q4: 10,033 shares; 2025Q1: 10,481 shares; 2025Q2: 9,775 shares; 2025Q3: 8,671 shares; 2025Q4: 8,081 shares; 2026Q1: 7,988 shares; 2026Q2: 7,988 shares 7,988 $275K 0.04% 0 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: 1,833 shares; 2024Q4: 1,844 shares; 2025Q1: 1,956 shares; 2025Q2: 1,969 shares; 2025Q3: 1,892 shares; 2025Q4: 1,931 shares; 2026Q1: 1,848 shares; 2026Q2: 1,848 shares 1,848 $274K 0.04% 0 Timeline TFLO 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: 5,308 shares; 2026Q2: 5,356 shares 5,356 $271K 0.04% +48 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares; 2026Q2: 2,649 shares 2,649 $271K 0.04% +49 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,057 shares 1,057 $270K 0.04% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,604 shares; 2024Q4: 7,551 shares; 2025Q1: 7,449 shares; 2025Q2: 7,342 shares; 2025Q3: 7,270 shares; 2025Q4: 5,952 shares; 2026Q1: 5,848 shares; 2026Q2: 5,848 shares 5,848 $269K 0.04% 0 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: 2,810 shares; 2026Q2: 2,840 shares 2,840 $268K 0.04% +30 Timeline AGZ 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: 2,434 shares; 2026Q2: 2,456 shares 2,456 $268K 0.04% +22 Timeline TLH 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: 2,628 shares; 2026Q2: 2,659 shares 2,659 $267K 0.04% +31 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: 666 shares; 2024Q4: 666 shares; 2025Q1: 666 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 656 shares; 2026Q1: 656 shares; 2026Q2: 644 shares 644 $262K 0.04% -12 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: 6,076 shares; 2024Q4: 6,377 shares; 2025Q1: 6,124 shares; 2025Q2: 6,200 shares; 2025Q3: 5,671 shares; 2025Q4: 5,618 shares; 2026Q1: not reported; 2026Q2: 1,024 shares 1,024 $261K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,274 shares; 2025Q3: 3,129 shares; 2025Q4: 3,172 shares; 2026Q1: 3,341 shares; 2026Q2: 3,341 shares 3,341 $258K 0.04% 0 Timeline RYLD 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: 10,384 shares; 2025Q3: 15,114 shares; 2025Q4: 15,114 shares; 2026Q1: 15,114 shares; 2026Q2: 15,518 shares 15,518 $248K 0.03% +404 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 10,550 shares; 2025Q4: 10,604 shares; 2026Q1: 8,550 shares; 2026Q2: 7,170 shares 7,170 $244K 0.03% -1,380 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: not reported; 2024Q4: 1,707 shares; 2025Q1: not reported; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 2,091 shares; 2026Q1: 1,796 shares; 2026Q2: 1,701 shares 1,701 $243K 0.03% -95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares; 2026Q2: 468 shares 468 $243K 0.03% -150 Timeline SCHO 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: not reported; 2026Q1: 10,059 shares; 2026Q2: 10,059 shares 10,059 $243K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,968 shares; 2026Q2: 4,968 shares 4,968 $236K 0.03% 0 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: not reported; 2026Q2: 3,396 shares 3,396 $232K 0.03% new Timeline MUNI 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: 4,379 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,934 shares; 2026Q1: 4,310 shares; 2026Q2: 4,400 shares 4,400 $231K 0.03% +90 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,463 shares 1,463 $225K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 2,507 shares; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,507 shares; 2026Q2: 2,507 shares 2,507 $218K 0.03% 0 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; 2024Q3: not reported; 2024Q4: 12,012 shares; 2025Q1: 11,112 shares; 2025Q2: 11,135 shares; 2025Q3: 11,336 shares; 2025Q4: 11,396 shares; 2026Q1: 11,396 shares; 2026Q2: 11,431 shares 11,431 $212K 0.03% +35 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,748 shares; 2024Q4: 24,748 shares; 2025Q1: 25,748 shares; 2025Q2: 27,360 shares; 2025Q3: 29,700 shares; 2025Q4: 27,032 shares; 2026Q1: 27,032 shares; 2026Q2: 29,091 shares 29,091 $210K 0.03% +2,059 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: 51,642 shares; 2024Q4: 52,926 shares; 2025Q1: 64,111 shares; 2025Q2: 67,125 shares; 2025Q3: 80,848 shares; 2025Q4: 63,821 shares; 2026Q1: 3,868 shares; 2026Q2: 3,822 shares 3,822 $201K 0.03% -46 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 19,229 shares; 2026Q2: 19,229 shares 19,229 $175K 0.02% 0 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,702 shares; 2024Q4: 12,702 shares; 2025Q1: 13,202 shares; 2025Q2: 13,202 shares; 2025Q3: 12,562 shares; 2025Q4: 12,562 shares; 2026Q1: 12,038 shares; 2026Q2: 11,262 shares 11,262 $173K 0.02% -776 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: 11,965 shares; 2024Q4: 12,030 shares; 2025Q1: 13,063 shares; 2025Q2: 12,425 shares; 2025Q3: 12,425 shares; 2025Q4: 12,370 shares; 2026Q1: 12,870 shares; 2026Q2: 12,175 shares 12,175 $169K 0.02% -695 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,540 shares; 2024Q4: 12,890 shares; 2025Q1: 12,890 shares; 2025Q2: 11,751 shares; 2025Q3: 11,751 shares; 2025Q4: 11,609 shares; 2026Q1: 11,239 shares; 2026Q2: 11,239 shares 11,239 $154K 0.02% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,713 shares 11,713 $111K 0.02% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 11,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $86K 0.01% 0 Timeline