SPYM 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: 119,577 shares; 2024Q4: 123,738 shares; 2025Q1: 132,940 shares; 2025Q2: 138,191 shares; 2025Q3: 158,388 shares; 2025Q4: 304,540 shares; 2026Q1: 424,871 shares; 2026Q2: 703,245 shares 703,245 $61.8M 11.28% +278,374 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,424 shares; 2024Q4: 82,759 shares; 2025Q1: 85,381 shares; 2025Q2: 29,810 shares; 2025Q3: 58,801 shares; 2025Q4: 200,329 shares; 2026Q1: 201,128 shares; 2026Q2: 251,999 shares 251,999 $30M 5.47% +50,871 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243,254 shares; 2024Q4: 264,984 shares; 2025Q1: 267,860 shares; 2025Q2: 270,873 shares; 2025Q3: 280,271 shares; 2025Q4: 434,791 shares; 2026Q1: 432,753 shares; 2026Q2: 427,221 shares 427,221 $29.1M 5.3% -5,532 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,331 shares; 2024Q4: 4,545 shares; 2025Q1: 58,020 shares; 2025Q2: 30,099 shares; 2025Q3: 91,158 shares; 2025Q4: 427,847 shares; 2026Q1: 414,969 shares; 2026Q2: 397,043 shares 397,043 $24.1M 4.41% -17,926 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,324 shares; 2024Q4: 82,894 shares; 2025Q1: 84,216 shares; 2025Q2: 84,240 shares; 2025Q3: 84,585 shares; 2025Q4: 68,194 shares; 2026Q1: 68,263 shares; 2026Q2: 66,631 shares 66,631 $19.3M 3.52% -1,632 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 472,627 shares; 2026Q2: 491,985 shares 491,985 $18M 3.29% +19,358 Timeline CWI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 308,960 shares; 2026Q2: 438,294 shares 438,294 $17.8M 3.25% +129,334 Timeline INRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 298,736 shares; 2024Q4: 336,832 shares; 2025Q1: 349,128 shares; 2025Q2: 353,033 shares; 2025Q3: 365,616 shares; 2025Q4: 390,663 shares; 2026Q1: 391,722 shares; 2026Q2: 395,591 shares 395,591 $14.5M 2.65% +3,869 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: 53,062 shares; 2024Q4: 56,194 shares; 2025Q1: 70,621 shares; 2025Q2: 61,955 shares; 2025Q3: 57,433 shares; 2025Q4: 60,337 shares; 2026Q1: 64,919 shares; 2026Q2: 67,950 shares 67,950 $13.6M 2.48% +3,031 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,527 shares; 2026Q1: 201,423 shares; 2026Q2: 151,883 shares 151,883 $11.6M 2.11% -49,540 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: 39,758 shares; 2024Q4: 39,807 shares; 2025Q1: 40,819 shares; 2025Q2: 40,381 shares; 2025Q3: 40,344 shares; 2025Q4: 30,739 shares; 2026Q1: 30,017 shares; 2026Q2: 29,117 shares 29,117 $10.9M 1.98% -900 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50,971 shares; 2025Q1: 51,739 shares; 2025Q2: 47,367 shares; 2025Q3: 48,895 shares; 2025Q4: 89,058 shares; 2026Q1: 89,397 shares; 2026Q2: 64,487 shares 64,487 $10.4M 1.9% -24,910 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,467 shares; 2025Q4: 101,969 shares; 2026Q1: 115,281 shares; 2026Q2: 153,572 shares 153,572 $9.17M 1.67% +38,291 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: 38,631 shares; 2024Q4: 39,626 shares; 2025Q1: 41,723 shares; 2025Q2: 42,034 shares; 2025Q3: 41,413 shares; 2025Q4: 39,385 shares; 2026Q1: 37,243 shares; 2026Q2: 38,062 shares 38,062 $9.07M 1.66% +819 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: 43,458 shares; 2024Q4: 41,382 shares; 2025Q1: 42,166 shares; 2025Q2: 44,226 shares; 2025Q3: 38,474 shares; 2025Q4: 19,682 shares; 2026Q1: 20,125 shares; 2026Q2: 20,197 shares 20,197 $7.63M 1.39% +72 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 266,599 shares; 2026Q1: 268,622 shares; 2026Q2: 168,840 shares 168,840 $7.28M 1.33% -99,782 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 105,330 shares; 2026Q1: 108,371 shares; 2026Q2: 74,761 shares 74,761 $7.21M 1.32% -33,610 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 231,361 shares; 2024Q4: 319,685 shares; 2025Q1: 237,035 shares; 2025Q2: 398,094 shares; 2025Q3: 268,955 shares; 2025Q4: 278,532 shares; 2026Q1: 197,745 shares; 2026Q2: 71,749 shares 71,749 $5.49M 1% -125,996 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,006 shares; 2024Q4: 66,280 shares; 2025Q1: 141,943 shares; 2025Q2: 226,811 shares; 2025Q3: 292,410 shares; 2025Q4: 266,752 shares; 2026Q1: 70,163 shares; 2026Q2: 66,143 shares 66,143 $5.48M 1% -4,020 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: 33,527 shares; 2024Q4: 32,793 shares; 2025Q1: 32,555 shares; 2025Q2: 32,870 shares; 2025Q3: 33,216 shares; 2025Q4: 16,944 shares; 2026Q1: 16,813 shares; 2026Q2: 16,046 shares 16,046 $5.25M 0.96% -767 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,556 shares; 2024Q4: 18,572 shares; 2025Q1: 18,618 shares; 2025Q2: 18,559 shares; 2025Q3: 18,563 shares; 2025Q4: 18,582 shares; 2026Q1: 18,864 shares; 2026Q2: 19,000 shares 19,000 $5.14M 0.94% +136 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,140 shares; 2024Q4: 125,832 shares; 2025Q1: 125,841 shares; 2025Q2: 120,128 shares; 2025Q3: 117,930 shares; 2025Q4: 117,723 shares; 2026Q1: 112,564 shares; 2026Q2: 112,329 shares 112,329 $5.13M 0.94% -235 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: 17,695 shares; 2024Q4: 18,329 shares; 2025Q1: 19,481 shares; 2025Q2: 18,830 shares; 2025Q3: 18,626 shares; 2025Q4: 12,463 shares; 2026Q1: 12,928 shares; 2026Q2: 13,750 shares 13,750 $4.91M 0.9% +822 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,392 shares; 2025Q1: 2,582 shares; 2025Q2: 2,610 shares; 2025Q3: 2,848 shares; 2025Q4: 2,937 shares; 2026Q1: 3,484 shares; 2026Q2: 3,813 shares 3,813 $4.4M 0.8% +329 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: 72,769 shares; 2024Q4: 72,706 shares; 2025Q1: 72,482 shares; 2025Q2: 73,266 shares; 2025Q3: 74,805 shares; 2025Q4: 39,263 shares; 2026Q1: 38,655 shares; 2026Q2: 37,928 shares 37,928 $4.3M 0.78% -727 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,424 shares; 2024Q4: 23,776 shares; 2025Q1: 22,820 shares; 2025Q2: 21,289 shares; 2025Q3: 22,162 shares; 2025Q4: 47,609 shares; 2026Q1: 24,834 shares; 2026Q2: 22,159 shares 22,159 $4.22M 0.77% -2,675 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,563 shares; 2024Q4: 118,866 shares; 2025Q1: 134,841 shares; 2025Q2: 134,311 shares; 2025Q3: 108,037 shares; 2025Q4: 68,301 shares; 2026Q1: 68,150 shares; 2026Q2: 19,152 shares 19,152 $4.2M 0.77% -48,998 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: 9,731 shares; 2024Q4: 10,110 shares; 2025Q1: 10,915 shares; 2025Q2: 10,927 shares; 2025Q3: 10,755 shares; 2025Q4: 11,252 shares; 2026Q1: 11,501 shares; 2026Q2: 11,837 shares 11,837 $4.18M 0.76% +336 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,970 shares; 2024Q4: 24,237 shares; 2025Q1: 23,530 shares; 2025Q2: 26,756 shares; 2025Q3: 24,629 shares; 2025Q4: 26,050 shares; 2026Q1: 25,684 shares; 2026Q2: 25,337 shares 25,337 $4.13M 0.75% -347 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 109,453 shares; 2026Q1: 149,895 shares; 2026Q2: 154,323 shares 154,323 $4M 0.73% +4,428 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: 2,808 shares; 2024Q4: 2,864 shares; 2025Q1: 3,199 shares; 2025Q2: 3,251 shares; 2025Q3: 2,842 shares; 2025Q4: 3,107 shares; 2026Q1: 3,153 shares; 2026Q2: 3,234 shares 3,234 $3.88M 0.71% +81 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: 24,459 shares; 2024Q4: 22,402 shares; 2025Q1: 23,070 shares; 2025Q2: 23,461 shares; 2025Q3: 24,101 shares; 2025Q4: 14,170 shares; 2026Q1: 14,306 shares; 2026Q2: 14,252 shares 14,252 $3.62M 0.66% -54 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,691 shares; 2024Q4: 121,279 shares; 2025Q1: 126,675 shares; 2025Q2: 129,074 shares; 2025Q3: 130,990 shares; 2025Q4: 137,006 shares; 2026Q1: 141,720 shares; 2026Q2: 144,658 shares 144,658 $3.35M 0.61% +2,938 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,273 shares; 2024Q4: 115,618 shares; 2025Q1: 119,947 shares; 2025Q2: 121,758 shares; 2025Q3: 125,893 shares; 2025Q4: 130,430 shares; 2026Q1: 135,960 shares; 2026Q2: 138,259 shares 138,259 $3.35M 0.61% +2,299 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,786 shares; 2024Q4: 110,918 shares; 2025Q1: 115,650 shares; 2025Q2: 117,964 shares; 2025Q3: 120,370 shares; 2025Q4: 125,186 shares; 2026Q1: 130,104 shares; 2026Q2: 132,496 shares 132,496 $3.35M 0.61% +2,392 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,564 shares; 2024Q4: 115,367 shares; 2025Q1: 119,640 shares; 2025Q2: 121,561 shares; 2025Q3: 125,851 shares; 2025Q4: 130,691 shares; 2026Q1: 135,396 shares; 2026Q2: 137,983 shares 137,983 $3.34M 0.61% +2,587 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,427 shares; 2024Q4: 92,664 shares; 2025Q1: 98,134 shares; 2025Q2: 100,260 shares; 2025Q3: 101,667 shares; 2025Q4: 144,897 shares; 2026Q1: 150,128 shares; 2026Q2: 153,239 shares 153,239 $3.34M 0.61% +3,111 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,340 shares; 2024Q4: 16,882 shares; 2025Q1: 17,461 shares; 2025Q2: 16,446 shares; 2025Q3: 16,354 shares; 2025Q4: 16,215 shares; 2026Q1: 9,449 shares; 2026Q2: 9,951 shares 9,951 $2.84M 0.52% +502 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: 2,816 shares; 2024Q4: 3,350 shares; 2025Q1: 5,170 shares; 2025Q2: 5,211 shares; 2025Q3: 5,257 shares; 2025Q4: 5,428 shares; 2026Q1: 6,069 shares; 2026Q2: 6,658 shares 6,658 $2.8M 0.51% +589 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,526 shares; 2024Q4: 22,208 shares; 2025Q1: 21,659 shares; 2025Q2: 21,609 shares; 2025Q3: 22,224 shares; 2025Q4: 11,299 shares; 2026Q1: 10,752 shares; 2026Q2: 10,770 shares 10,770 $2.75M 0.5% +18 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: 10,615 shares; 2024Q4: 10,169 shares; 2025Q1: 10,200 shares; 2025Q2: 10,855 shares; 2025Q3: 10,080 shares; 2025Q4: 10,122 shares; 2026Q1: 10,081 shares; 2026Q2: 9,822 shares 9,822 $2.65M 0.48% -259 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: 7,302 shares; 2024Q4: 9,789 shares; 2025Q1: 10,378 shares; 2025Q2: 10,549 shares; 2025Q3: 18,807 shares; 2025Q4: 6,897 shares; 2026Q1: 6,666 shares; 2026Q2: 6,655 shares 6,655 $2.64M 0.48% -11 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: 19,068 shares; 2024Q4: 18,208 shares; 2025Q1: 16,752 shares; 2025Q2: 16,688 shares; 2025Q3: 16,529 shares; 2025Q4: 6,754 shares; 2026Q1: 6,566 shares; 2026Q2: 6,146 shares 6,146 $2.62M 0.48% -420 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 902 shares; 2024Q4: 986 shares; 2025Q1: 2,492 shares; 2025Q2: 2,927 shares; 2025Q3: 2,820 shares; 2025Q4: 2,959 shares; 2026Q1: 2,946 shares; 2026Q2: 3,386 shares 3,386 $2.53M 0.46% +440 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: 5,016 shares; 2024Q4: 5,279 shares; 2025Q1: 5,602 shares; 2025Q2: 5,971 shares; 2025Q3: 5,795 shares; 2025Q4: 4,110 shares; 2026Q1: 4,461 shares; 2026Q2: 4,367 shares 4,367 $2.46M 0.45% -94 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,276 shares; 2024Q4: 96,906 shares; 2025Q1: 103,210 shares; 2025Q2: 105,834 shares; 2025Q3: 107,154 shares; 2025Q4: 110,859 shares; 2026Q1: 115,789 shares; 2026Q2: 117,475 shares 117,475 $2.45M 0.45% +1,686 Timeline IBDZ 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: 77,213 shares; 2025Q1: 81,559 shares; 2025Q2: 83,449 shares; 2025Q3: 84,384 shares; 2025Q4: 87,200 shares; 2026Q1: 92,049 shares; 2026Q2: 93,518 shares 93,518 $2.44M 0.44% +1,469 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,238 shares; 2024Q4: 78,305 shares; 2025Q1: 83,872 shares; 2025Q2: 85,746 shares; 2025Q3: 86,814 shares; 2025Q4: 89,062 shares; 2026Q1: 93,038 shares; 2026Q2: 94,310 shares 94,310 $2.43M 0.44% +1,272 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,886 shares; 2024Q4: 80,047 shares; 2025Q1: 85,636 shares; 2025Q2: 88,004 shares; 2025Q3: 88,547 shares; 2025Q4: 91,110 shares; 2026Q1: 94,977 shares; 2026Q2: 96,344 shares 96,344 $2.43M 0.44% +1,367 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,324 shares; 2024Q4: 156,433 shares; 2025Q1: 100,456 shares; 2025Q2: 97,919 shares; 2025Q3: 36,915 shares; 2025Q4: 20,144 shares; 2026Q1: 19,577 shares; 2026Q2: 19,466 shares 19,466 $2.42M 0.44% -111 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,243 shares; 2024Q4: 3,413 shares; 2025Q1: 3,650 shares; 2025Q2: 3,790 shares; 2025Q3: 3,797 shares; 2025Q4: 3,924 shares; 2026Q1: 4,838 shares; 2026Q2: 4,800 shares 4,800 $2.4M 0.44% -38 Timeline IBCA 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: 87,292 shares; 2026Q1: 92,163 shares; 2026Q2: 93,687 shares 93,687 $2.4M 0.44% +1,524 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: 8,407 shares; 2024Q4: 7,481 shares; 2025Q1: 8,491 shares; 2025Q2: 8,610 shares; 2025Q3: 8,167 shares; 2025Q4: 3,742 shares; 2026Q1: 3,695 shares; 2026Q2: 4,007 shares 4,007 $2.33M 0.42% +312 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: 3,072 shares; 2024Q4: 3,272 shares; 2025Q1: 3,550 shares; 2025Q2: 17,367 shares; 2025Q3: 17,888 shares; 2025Q4: 9,044 shares; 2026Q1: 8,864 shares; 2026Q2: 8,522 shares 8,522 $2.14M 0.39% -342 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 65,826 shares; 2026Q1: 70,382 shares; 2026Q2: 74,413 shares 74,413 $2.06M 0.38% +4,031 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,521 shares; 2024Q4: 16,624 shares; 2025Q1: 16,459 shares; 2025Q2: 31,525 shares; 2025Q3: 32,941 shares; 2025Q4: 23,034 shares; 2026Q1: 23,643 shares; 2026Q2: 20,389 shares 20,389 $1.97M 0.36% -3,254 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: 12,696 shares; 2024Q4: 12,666 shares; 2025Q1: 12,514 shares; 2025Q2: 12,517 shares; 2025Q3: 12,542 shares; 2025Q4: 5,869 shares; 2026Q1: 5,661 shares; 2026Q2: 5,497 shares 5,497 $1.94M 0.35% -164 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: 5,461 shares; 2024Q4: 5,513 shares; 2025Q1: 5,568 shares; 2025Q2: 5,638 shares; 2025Q3: 5,646 shares; 2025Q4: 5,672 shares; 2026Q1: 5,676 shares; 2026Q2: 5,662 shares 5,662 $1.92M 0.35% -14 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,466 shares; 2024Q4: 4,386 shares; 2025Q1: 4,314 shares; 2025Q2: 4,314 shares; 2025Q3: 4,342 shares; 2025Q4: 4,337 shares; 2026Q1: 3,815 shares; 2026Q2: 21,637 shares 21,637 $1.86M 0.34% +17,822 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,842 shares; 2025Q2: 100,955 shares; 2025Q3: 254,509 shares; 2025Q4: 352,065 shares; 2026Q1: 35,892 shares; 2026Q2: 30,133 shares 30,133 $1.85M 0.34% -5,759 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,745 shares; 2024Q4: 13,570 shares; 2025Q1: 13,499 shares; 2025Q2: 13,757 shares; 2025Q3: 14,198 shares; 2025Q4: 5,324 shares; 2026Q1: 5,148 shares; 2026Q2: 4,409 shares 4,409 $1.83M 0.33% -739 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,882 shares; 2024Q4: 4,162 shares; 2025Q1: 4,318 shares; 2025Q2: 4,546 shares; 2025Q3: 4,856 shares; 2025Q4: 4,996 shares; 2026Q1: 4,744 shares; 2026Q2: 4,679 shares 4,679 $1.71M 0.31% -65 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: 8,066 shares; 2024Q4: 8,075 shares; 2025Q1: 8,356 shares; 2025Q2: 8,404 shares; 2025Q3: 8,099 shares; 2025Q4: 5,061 shares; 2026Q1: 4,858 shares; 2026Q2: 4,814 shares 4,814 $1.65M 0.3% -44 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: 11,559 shares; 2024Q4: 11,417 shares; 2025Q1: 11,230 shares; 2025Q2: 11,379 shares; 2025Q3: 11,591 shares; 2025Q4: 4,792 shares; 2026Q1: 4,701 shares; 2026Q2: 4,695 shares 4,695 $1.6M 0.29% -6 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: 1,396 shares; 2024Q4: 1,439 shares; 2025Q1: 1,558 shares; 2025Q2: 1,578 shares; 2025Q3: 1,565 shares; 2025Q4: 1,579 shares; 2026Q1: 1,619 shares; 2026Q2: 1,639 shares 1,639 $1.53M 0.28% +20 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,910 shares; 2024Q4: 29,214 shares; 2025Q1: 31,456 shares; 2025Q2: 38,095 shares; 2025Q3: 46,949 shares; 2025Q4: 50,975 shares; 2026Q1: 35,080 shares; 2026Q2: 44,612 shares 44,612 $1.51M 0.28% +9,532 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,627 shares; 2024Q4: 27,053 shares; 2025Q1: 26,830 shares; 2025Q2: 27,323 shares; 2025Q3: 28,022 shares; 2025Q4: 10,949 shares; 2026Q1: 10,572 shares; 2026Q2: 10,326 shares 10,326 $1.51M 0.28% -246 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,097 shares; 2024Q4: 1,927 shares; 2025Q1: 1,882 shares; 2025Q2: 3,004 shares; 2025Q3: 2,839 shares; 2025Q4: 2,817 shares; 2026Q1: 2,808 shares; 2026Q2: 2,529 shares 2,529 $1.32M 0.24% -279 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,641 shares; 2025Q2: 4,791 shares; 2025Q3: 5,040 shares; 2025Q4: 1,849 shares; 2026Q1: 1,814 shares; 2026Q2: 1,819 shares 1,819 $1.3M 0.24% +5 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: 15,751 shares; 2024Q4: 10,964 shares; 2025Q1: 10,969 shares; 2025Q2: 10,561 shares; 2025Q3: 10,018 shares; 2025Q4: 10,169 shares; 2026Q1: 10,658 shares; 2026Q2: 10,858 shares 10,858 $1.28M 0.23% +200 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879 shares; 2024Q4: 926 shares; 2025Q1: 974 shares; 2025Q2: 1,196 shares; 2025Q3: 1,560 shares; 2025Q4: 1,399 shares; 2026Q1: 1,528 shares; 2026Q2: 1,838 shares 1,838 $1.26M 0.23% +310 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: 6,550 shares; 2024Q4: 7,039 shares; 2025Q1: 7,653 shares; 2025Q2: 8,199 shares; 2025Q3: 8,250 shares; 2025Q4: 8,579 shares; 2026Q1: 8,884 shares; 2026Q2: 9,099 shares 9,099 $1.24M 0.23% +215 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 51,036 shares; 2026Q1: 79,015 shares; 2026Q2: 82,217 shares 82,217 $1.24M 0.23% +3,202 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: 5,453 shares; 2024Q4: 6,071 shares; 2025Q1: 6,334 shares; 2025Q2: 6,003 shares; 2025Q3: 6,256 shares; 2025Q4: 2,300 shares; 2026Q1: 2,110 shares; 2026Q2: 2,881 shares 2,881 $1.2M 0.22% +771 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,679 shares; 2024Q4: 9,567 shares; 2025Q1: 8,732 shares; 2025Q2: 8,858 shares; 2025Q3: 8,690 shares; 2025Q4: 8,729 shares; 2026Q1: 8,231 shares; 2026Q2: 7,626 shares 7,626 $1.2M 0.22% -605 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: 11,866 shares; 2024Q4: 12,385 shares; 2025Q1: 13,129 shares; 2025Q2: 13,977 shares; 2025Q3: 14,069 shares; 2025Q4: 13,992 shares; 2026Q1: 13,988 shares; 2026Q2: 14,446 shares 14,446 $1.17M 0.21% +458 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 1,054 shares; 2025Q1: 1,093 shares; 2025Q2: 998 shares; 2025Q3: 1,001 shares; 2025Q4: 1,019 shares; 2026Q1: 1,052 shares; 2026Q2: 1,101 shares 1,101 $1.17M 0.21% +49 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: 17,699 shares; 2024Q4: 18,503 shares; 2025Q1: 19,584 shares; 2025Q2: 18,979 shares; 2025Q3: 19,212 shares; 2025Q4: 19,576 shares; 2026Q1: 19,995 shares; 2026Q2: 20,547 shares 20,547 $1.17M 0.21% +552 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,637 shares; 2025Q4: 3,874 shares; 2026Q1: 26,093 shares; 2026Q2: 10,802 shares 10,802 $1.09M 0.2% -15,291 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: 5,481 shares; 2026Q2: 7,647 shares 7,647 $1.07M 0.19% +2,166 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,459 shares; 2024Q4: 12,194 shares; 2025Q1: 12,023 shares; 2025Q2: 12,211 shares; 2025Q3: 12,429 shares; 2025Q4: 5,075 shares; 2026Q1: 4,918 shares; 2026Q2: 4,755 shares 4,755 $1.05M 0.19% -163 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,370 shares; 2024Q4: 24,862 shares; 2025Q1: 24,867 shares; 2025Q2: 24,966 shares; 2025Q3: 25,083 shares; 2025Q4: 25,132 shares; 2026Q1: 25,157 shares; 2026Q2: 24,946 shares 24,946 $1.04M 0.19% -211 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: 2,018 shares; 2025Q4: 2,151 shares; 2026Q1: 2,322 shares; 2026Q2: 2,405 shares 2,405 $1.04M 0.19% +83 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,574 shares; 2024Q4: 20,072 shares; 2025Q1: 19,962 shares; 2025Q2: 18,581 shares; 2025Q3: 22,765 shares; 2025Q4: 24,910 shares; 2026Q1: 24,072 shares; 2026Q2: 18,547 shares 18,547 $994K 0.18% -5,525 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: 1,877 shares; 2025Q3: 1,912 shares; 2025Q4: 729 shares; 2026Q1: 763 shares; 2026Q2: 842 shares 842 $989K 0.18% +79 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: 9,861 shares; 2024Q4: 9,126 shares; 2025Q1: 13,173 shares; 2025Q2: 13,175 shares; 2025Q3: 13,183 shares; 2025Q4: 13,196 shares; 2026Q1: 12,817 shares; 2026Q2: 12,739 shares 12,739 $982K 0.18% -78 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,716 shares; 2024Q4: 12,915 shares; 2025Q1: 13,163 shares; 2025Q2: 13,365 shares; 2025Q3: 13,425 shares; 2025Q4: 4,880 shares; 2026Q1: 4,750 shares; 2026Q2: 4,571 shares 4,571 $942K 0.17% -179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 982 shares; 2025Q4: 1,132 shares; 2026Q1: 1,242 shares; 2026Q2: 1,302 shares 1,302 $941K 0.17% +60 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,844 shares; 2024Q4: 3,853 shares; 2025Q1: 2,971 shares; 2025Q2: 2,983 shares; 2025Q3: 3,013 shares; 2025Q4: 4,584 shares; 2026Q1: 5,446 shares; 2026Q2: 6,138 shares 6,138 $935K 0.17% +692 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: 9,268 shares; 2024Q4: 9,292 shares; 2025Q1: 9,026 shares; 2025Q2: 9,202 shares; 2025Q3: 9,329 shares; 2025Q4: 3,329 shares; 2026Q1: 3,210 shares; 2026Q2: 3,125 shares 3,125 $916K 0.17% -85 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: 45,120 shares; 2024Q4: 46,650 shares; 2025Q1: 46,741 shares; 2025Q2: 48,344 shares; 2025Q3: 51,347 shares; 2025Q4: 21,340 shares; 2026Q1: 22,012 shares; 2026Q2: 21,581 shares 21,581 $914K 0.17% -431 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: 3,227 shares; 2024Q4: 4,098 shares; 2025Q1: 5,029 shares; 2025Q2: 5,526 shares; 2025Q3: 5,432 shares; 2025Q4: 5,401 shares; 2026Q1: 4,907 shares; 2026Q2: 6,191 shares 6,191 $907K 0.17% +1,284 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,889 shares 34,889 $894K 0.16% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,536 shares; 2024Q4: 7,375 shares; 2025Q1: 7,306 shares; 2025Q2: 7,278 shares; 2025Q3: 7,279 shares; 2025Q4: 3,203 shares; 2026Q1: 3,170 shares; 2026Q2: 3,191 shares 3,191 $868K 0.16% +21 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 4,039 shares; 2025Q1: 4,501 shares; 2025Q2: 4,393 shares; 2025Q3: 4,511 shares; 2025Q4: 4,767 shares; 2026Q1: 5,240 shares; 2026Q2: 10,479 shares 10,479 $866K 0.16% +5,239 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: 669 shares; 2024Q4: 720 shares; 2025Q1: 749 shares; 2025Q2: 782 shares; 2025Q3: 785 shares; 2025Q4: 792 shares; 2026Q1: 803 shares; 2026Q2: 832 shares 832 $841K 0.15% +29 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: 1,647 shares; 2024Q4: 1,733 shares; 2025Q1: 1,930 shares; 2025Q2: 1,993 shares; 2025Q3: 1,962 shares; 2025Q4: 1,900 shares; 2026Q1: 1,720 shares; 2026Q2: 1,633 shares 1,633 $839K 0.15% -87 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,749 shares; 2024Q4: 3,553 shares; 2025Q1: 7,884 shares; 2025Q2: 7,914 shares; 2025Q3: 8,055 shares; 2025Q4: 8,400 shares; 2026Q1: 8,552 shares; 2026Q2: 8,631 shares 8,631 $833K 0.15% +79 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: 16,288 shares; 2024Q4: 17,864 shares; 2025Q1: 18,706 shares; 2025Q2: 19,163 shares; 2025Q3: 19,860 shares; 2025Q4: 9,013 shares; 2026Q1: 8,777 shares; 2026Q2: 9,430 shares 9,430 $828K 0.15% +653 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: 3,861 shares; 2024Q4: 3,693 shares; 2025Q1: 3,621 shares; 2025Q2: 3,469 shares; 2025Q3: 3,436 shares; 2025Q4: 3,436 shares; 2026Q1: 3,382 shares; 2026Q2: 3,349 shares 3,349 $812K 0.15% -33 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 2,196 shares; 2025Q4: 1,047 shares; 2026Q1: 1,071 shares; 2026Q2: 2,364 shares 2,364 $810K 0.15% +1,293 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,724 shares; 2024Q4: 31,524 shares; 2025Q1: 32,148 shares; 2025Q2: 28,332 shares; 2025Q3: 28,422 shares; 2025Q4: 27,623 shares; 2026Q1: 25,660 shares; 2026Q2: 25,528 shares 25,528 $809K 0.15% -132 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,718 shares; 2025Q3: 8,715 shares; 2025Q4: 8,722 shares; 2026Q1: 8,728 shares; 2026Q2: 8,727 shares 8,727 $792K 0.14% -1 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: 1,552 shares; 2024Q4: 1,620 shares; 2025Q1: 1,729 shares; 2025Q2: 1,788 shares; 2025Q3: 1,901 shares; 2025Q4: 2,013 shares; 2026Q1: 2,070 shares; 2026Q2: 2,110 shares 2,110 $789K 0.14% +40 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,291 shares; 2024Q4: 35,386 shares; 2025Q1: 37,099 shares; 2025Q2: 38,538 shares; 2025Q3: 40,325 shares; 2025Q4: 13,870 shares; 2026Q1: 13,302 shares; 2026Q2: 12,650 shares 12,650 $784K 0.14% -652 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,021 shares; 2025Q2: 2,022 shares; 2025Q3: 2,023 shares; 2025Q4: 2,022 shares; 2026Q1: 2,069 shares; 2026Q2: 2,120 shares 2,120 $769K 0.14% +51 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: 3,238 shares; 2024Q4: 3,283 shares; 2025Q1: 3,488 shares; 2025Q2: 3,396 shares; 2025Q3: 3,874 shares; 2025Q4: 3,935 shares; 2026Q1: 3,989 shares; 2026Q2: 4,585 shares 4,585 $760K 0.14% +596 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: 1,153 shares; 2025Q1: 1,187 shares; 2025Q2: 1,175 shares; 2025Q3: 1,162 shares; 2025Q4: 11,575 shares; 2026Q1: 11,198 shares; 2026Q2: 10,494 shares 10,494 $749K 0.14% -704 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,277 shares 8,277 $746K 0.14% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,384 shares; 2024Q4: 2,373 shares; 2025Q1: 2,569 shares; 2025Q2: 3,758 shares; 2025Q3: 3,013 shares; 2025Q4: 3,030 shares; 2026Q1: 3,230 shares; 2026Q2: 3,417 shares 3,417 $740K 0.14% +187 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: 725 shares; 2024Q4: 781 shares; 2025Q1: 913 shares; 2025Q2: 781 shares; 2025Q3: 1,304 shares; 2025Q4: 1,418 shares; 2026Q1: 1,402 shares; 2026Q2: 1,955 shares 1,955 $723K 0.13% +553 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: not reported; 2025Q1: 317 shares; 2025Q2: 319 shares; 2025Q3: 318 shares; 2025Q4: 324 shares; 2026Q1: 406 shares; 2026Q2: 748 shares 748 $719K 0.13% +342 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,950 shares; 2024Q4: 73,898 shares; 2025Q1: 58,874 shares; 2025Q2: 64,761 shares; 2025Q3: 76,764 shares; 2025Q4: 21,430 shares; 2026Q1: 17,941 shares; 2026Q2: 13,944 shares 13,944 $701K 0.13% -3,997 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: 5,348 shares; 2024Q4: 5,480 shares; 2025Q1: 5,470 shares; 2025Q2: 5,386 shares; 2025Q3: 5,099 shares; 2025Q4: 1,515 shares; 2026Q1: 1,337 shares; 2026Q2: 1,403 shares 1,403 $689K 0.13% +66 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: 36,147 shares; 2024Q4: 35,624 shares; 2025Q1: 35,066 shares; 2025Q2: 3,983 shares; 2025Q3: 3,989 shares; 2025Q4: 4,236 shares; 2026Q1: 4,791 shares; 2026Q2: 5,341 shares 5,341 $686K 0.13% +550 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,864 shares; 2024Q4: 149,681 shares; 2025Q1: 106,038 shares; 2025Q2: 19,135 shares; 2025Q3: 7,779 shares; 2025Q4: 5,787 shares; 2026Q1: 5,420 shares; 2026Q2: 6,498 shares 6,498 $665K 0.12% +1,078 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727 shares; 2024Q4: 2,963 shares; 2025Q1: 3,211 shares; 2025Q2: 3,919 shares; 2025Q3: 3,855 shares; 2025Q4: 3,561 shares; 2026Q1: 3,555 shares; 2026Q2: 3,656 shares 3,656 $661K 0.12% +101 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,761 shares; 2024Q4: 20,899 shares; 2025Q1: 20,162 shares; 2025Q2: 20,243 shares; 2025Q3: 19,156 shares; 2025Q4: 19,084 shares; 2026Q1: 19,084 shares; 2026Q2: 19,062 shares 19,062 $660K 0.12% -22 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 360 shares; 2026Q2: 280 shares 280 $637K 0.12% -80 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: 1,426 shares; 2024Q4: 1,498 shares; 2025Q1: 1,577 shares; 2025Q2: 1,677 shares; 2025Q3: 1,679 shares; 2025Q4: 1,745 shares; 2026Q1: 1,943 shares; 2026Q2: 2,261 shares 2,261 $636K 0.12% +318 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares 605 $630K 0.12% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,870 shares; 2024Q4: 15,146 shares; 2025Q1: 15,182 shares; 2025Q2: 13,218 shares; 2025Q3: 8,870 shares; 2025Q4: 9,387 shares; 2026Q1: 10,549 shares; 2026Q2: 10,555 shares 10,555 $608K 0.11% +6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,717 shares; 2025Q2: 6,708 shares; 2025Q3: 6,362 shares; 2025Q4: 3,181 shares; 2026Q1: 3,338 shares; 2026Q2: 3,378 shares 3,378 $596K 0.11% +40 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 2,538 shares; 2025Q4: 3,453 shares; 2026Q1: 3,216 shares; 2026Q2: 3,186 shares 3,186 $590K 0.11% -30 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: 1,893 shares; 2024Q4: 2,041 shares; 2025Q1: 2,537 shares; 2025Q2: 2,677 shares; 2025Q3: 2,726 shares; 2025Q4: 2,862 shares; 2026Q1: 2,987 shares; 2026Q2: 3,083 shares 3,083 $585K 0.11% +96 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,134 shares; 2024Q4: 12,670 shares; 2025Q1: 14,193 shares; 2025Q2: 17,022 shares; 2025Q3: 19,836 shares; 2025Q4: 18,830 shares; 2026Q1: 2,378 shares; 2026Q2: 2,307 shares 2,307 $582K 0.11% -71 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 267 shares; 2026Q2: 291 shares 291 $579K 0.11% +24 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 165 shares; 2026Q1: 178 shares; 2026Q2: 1,910 shares 1,910 $576K 0.11% +1,732 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: 6,837 shares; 2024Q4: 6,902 shares; 2025Q1: 8,063 shares; 2025Q2: 9,100 shares; 2025Q3: 7,983 shares; 2025Q4: 6,690 shares; 2026Q1: 5,731 shares; 2026Q2: 5,564 shares 5,564 $569K 0.1% -167 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: 780 shares; 2024Q4: 768 shares; 2025Q1: 812 shares; 2025Q2: 830 shares; 2025Q3: 829 shares; 2025Q4: 827 shares; 2026Q1: 856 shares; 2026Q2: 883 shares 883 $560K 0.1% +27 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,388 shares; 2024Q4: 1,396 shares; 2025Q1: 1,783 shares; 2025Q2: 1,781 shares; 2025Q3: 1,775 shares; 2025Q4: 1,863 shares; 2026Q1: 1,916 shares; 2026Q2: 1,977 shares 1,977 $551K 0.1% +61 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,716 shares; 2025Q4: 3,394 shares; 2026Q1: 3,289 shares; 2026Q2: 4,765 shares 4,765 $547K 0.1% +1,476 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,930 shares; 2025Q2: 4,942 shares; 2025Q3: 4,961 shares; 2025Q4: 5,223 shares; 2026Q1: 6,075 shares; 2026Q2: 6,084 shares 6,084 $543K 0.1% +9 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: 8,615 shares; 2024Q4: 9,185 shares; 2025Q1: 9,354 shares; 2025Q2: 9,354 shares; 2025Q3: 8,861 shares; 2025Q4: 3,495 shares; 2026Q1: 3,476 shares; 2026Q2: 3,542 shares 3,542 $537K 0.1% +66 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 744 shares; 2026Q2: 839 shares 839 $536K 0.1% +95 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: 992 shares; 2024Q4: 945 shares; 2025Q1: 1,003 shares; 2025Q2: 1,004 shares; 2025Q3: 1,005 shares; 2025Q4: 957 shares; 2026Q1: 610 shares; 2026Q2: 713 shares 713 $534K 0.1% +103 Timeline IWR 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: 4,712 shares; 2025Q2: 4,712 shares; 2025Q3: 4,712 shares; 2025Q4: 4,712 shares; 2026Q1: 4,712 shares; 2026Q2: 4,712 shares 4,712 $520K 0.09% 0 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: 1,531 shares; 2024Q4: 1,537 shares; 2025Q1: 1,767 shares; 2025Q2: 1,726 shares; 2025Q3: 1,658 shares; 2025Q4: 1,646 shares; 2026Q1: 1,742 shares; 2026Q2: 1,617 shares 1,617 $509K 0.09% -125 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: 3,795 shares; 2024Q4: 4,343 shares; 2025Q1: 3,965 shares; 2025Q2: 4,051 shares; 2025Q3: 3,864 shares; 2025Q4: 3,899 shares; 2026Q1: 3,843 shares; 2026Q2: 3,455 shares 3,455 $507K 0.09% -388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,690 shares; 2025Q3: 2,757 shares; 2025Q4: 2,854 shares; 2026Q1: 3,168 shares; 2026Q2: 3,408 shares 3,408 $477K 0.09% +240 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,991 shares; 2024Q4: 6,193 shares; 2025Q1: 7,118 shares; 2025Q2: 7,860 shares; 2025Q3: 9,092 shares; 2025Q4: 8,150 shares; 2026Q1: 7,527 shares; 2026Q2: 6,096 shares 6,096 $458K 0.08% -1,431 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,985 shares; 2025Q4: 3,935 shares; 2026Q1: 5,771 shares; 2026Q2: 5,794 shares 5,794 $438K 0.08% +23 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: 26,909 shares; 2024Q4: 26,007 shares; 2025Q1: 26,429 shares; 2025Q2: 26,732 shares; 2025Q3: 27,187 shares; 2025Q4: 10,310 shares; 2026Q1: 9,948 shares; 2026Q2: 5,476 shares 5,476 $428K 0.08% -4,472 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,573 shares; 2024Q4: 2,574 shares; 2025Q1: 2,573 shares; 2025Q2: 2,568 shares; 2025Q3: 2,569 shares; 2025Q4: 2,547 shares; 2026Q1: 3,217 shares; 2026Q2: 3,260 shares 3,260 $418K 0.08% +43 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,647 shares; 2025Q3: 1,764 shares; 2025Q4: 1,847 shares; 2026Q1: 1,878 shares; 2026Q2: 1,982 shares 1,982 $414K 0.08% +104 Timeline VLUE 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: 2,241 shares; 2026Q2: 2,063 shares 2,063 $412K 0.08% -178 Timeline DMB BNY MELLON MUN BD INFRASTRUC More: the full row for BNY MELLON MUN BD INFRASTRUC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,684 shares; 2024Q4: 49,692 shares; 2025Q1: 49,701 shares; 2025Q2: 49,710 shares; 2025Q3: 49,695 shares; 2025Q4: 40,206 shares; 2026Q1: 37,000 shares; 2026Q2: 37,000 shares 37,000 $408K 0.07% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,115 shares; 2026Q2: 1,357 shares 1,357 $405K 0.07% +242 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,024 shares; 2025Q4: 1,144 shares; 2026Q1: 1,395 shares; 2026Q2: 1,624 shares 1,624 $400K 0.07% +229 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,840 shares; 2024Q4: 2,769 shares; 2025Q1: 2,708 shares; 2025Q2: 2,501 shares; 2025Q3: 2,474 shares; 2025Q4: 2,412 shares; 2026Q1: 2,787 shares; 2026Q2: 2,964 shares 2,964 $387K 0.07% +177 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,132 shares 1,132 $386K 0.07% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,020 shares; 2026Q2: 2,438 shares 2,438 $382K 0.07% +418 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,245 shares; 2025Q4: 3,449 shares; 2026Q1: 3,633 shares; 2026Q2: 3,681 shares 3,681 $381K 0.07% +48 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,708 shares; 2025Q4: 3,745 shares; 2026Q1: 3,917 shares; 2026Q2: 4,049 shares 4,049 $378K 0.07% +132 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,066 shares; 2024Q4: 4,223 shares; 2025Q1: 4,144 shares; 2025Q2: 4,013 shares; 2025Q3: 3,803 shares; 2025Q4: 1,540 shares; 2026Q1: 1,557 shares; 2026Q2: 1,581 shares 1,581 $376K 0.07% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,376 shares; 2026Q2: 3,092 shares 3,092 $375K 0.07% +716 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 2,331 shares; 2025Q4: 2,973 shares; 2026Q1: 3,158 shares; 2026Q2: 3,180 shares 3,180 $371K 0.07% +22 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,257 shares; 2026Q1: 2,559 shares; 2026Q2: 2,524 shares 2,524 $370K 0.07% -35 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,680 shares; 2024Q4: 7,365 shares; 2025Q1: 5,203 shares; 2025Q2: 5,239 shares; 2025Q3: 4,257 shares; 2025Q4: 5,061 shares; 2026Q1: 5,032 shares; 2026Q2: 2,332 shares 2,332 $370K 0.07% -2,700 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,509 shares; 2025Q2: 1,524 shares; 2025Q3: 1,555 shares; 2025Q4: 1,579 shares; 2026Q1: 1,629 shares; 2026Q2: 1,619 shares 1,619 $367K 0.07% -10 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,128 shares 7,128 $364K 0.07% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,083 shares; 2026Q1: 4,404 shares; 2026Q2: 6,841 shares 6,841 $363K 0.07% +2,437 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,793 shares; 2024Q4: 9,304 shares; 2025Q1: 8,290 shares; 2025Q2: 6,868 shares; 2025Q3: 5,120 shares; 2025Q4: 4,304 shares; 2026Q1: 4,306 shares; 2026Q2: 4,308 shares 4,308 $353K 0.06% +2 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: 1,952 shares; 2024Q4: 2,069 shares; 2025Q1: 2,099 shares; 2025Q2: 2,032 shares; 2025Q3: 1,948 shares; 2025Q4: 797 shares; 2026Q1: 841 shares; 2026Q2: 866 shares 866 $353K 0.06% +25 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 361 shares 361 $348K 0.06% new Timeline FISI FINANCIAL INSTITUTIONS INC More: the full row for FINANCIAL INSTITUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,567 shares; 2024Q4: 8,669 shares; 2025Q1: 8,684 shares; 2025Q2: 8,701 shares; 2025Q3: 8,653 shares; 2025Q4: 8,669 shares; 2026Q1: 8,685 shares; 2026Q2: 8,759 shares 8,759 $341K 0.06% +74 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,503 shares; 2025Q4: 1,620 shares; 2026Q1: 1,973 shares; 2026Q2: 2,007 shares 2,007 $341K 0.06% +34 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942 shares; 2024Q4: 694 shares; 2025Q1: 690 shares; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,285 shares; 2026Q1: 675 shares; 2026Q2: 2,700 shares 2,700 $335K 0.06% +2,025 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $334K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,090 shares; 2025Q4: 1,159 shares; 2026Q1: 1,429 shares; 2026Q2: 1,633 shares 1,633 $328K 0.06% +204 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 162 shares 162 $321K 0.06% new 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: 500 shares; 2024Q4: 527 shares; 2025Q1: 556 shares; 2025Q2: 558 shares; 2025Q3: 575 shares; 2025Q4: 508 shares; 2026Q1: 565 shares; 2026Q2: 614 shares 614 $319K 0.06% +49 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: 2,316 shares; 2024Q4: 1,909 shares; 2025Q1: 1,908 shares; 2025Q2: 1,749 shares; 2025Q3: 2,115 shares; 2025Q4: 2,826 shares; 2026Q1: 3,219 shares; 2026Q2: 2,348 shares 2,348 $318K 0.06% -871 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,687 shares; 2024Q4: 1,687 shares; 2025Q1: 1,687 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,705 shares; 2026Q2: 1,687 shares 1,687 $317K 0.06% -18 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,846 shares 2,846 $315K 0.06% new 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: 3,815 shares; 2024Q4: 3,832 shares; 2025Q1: 4,876 shares; 2025Q2: 4,872 shares; 2025Q3: 4,885 shares; 2025Q4: 4,697 shares; 2026Q1: 3,906 shares; 2026Q2: 3,465 shares 3,465 $314K 0.06% -441 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: 1,897 shares; 2024Q4: 1,802 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,732 shares; 2025Q4: 1,738 shares; 2026Q1: 1,740 shares; 2026Q2: 2,089 shares 2,089 $310K 0.06% +349 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,862 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,862 shares; 2025Q4: 8,862 shares; 2026Q1: 8,862 shares; 2026Q2: 8,862 shares 8,862 $308K 0.06% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,788 shares; 2024Q4: 2,886 shares; 2025Q1: 2,849 shares; 2025Q2: 2,710 shares; 2025Q3: 3,054 shares; 2025Q4: 2,829 shares; 2026Q1: 2,807 shares; 2026Q2: 2,956 shares 2,956 $307K 0.06% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 693 shares; 2026Q1: 781 shares; 2026Q2: 848 shares 848 $307K 0.06% +67 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,357 shares; 2024Q4: 3,235 shares; 2025Q1: 3,205 shares; 2025Q2: 3,109 shares; 2025Q3: 3,086 shares; 2025Q4: 3,088 shares; 2026Q1: 3,184 shares; 2026Q2: 3,186 shares 3,186 $307K 0.06% +2 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,975 shares; 2026Q2: 2,144 shares 2,144 $307K 0.06% +169 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,465 shares; 2024Q4: 1,503 shares; 2025Q1: 1,709 shares; 2025Q2: 1,523 shares; 2025Q3: 1,446 shares; 2025Q4: 1,467 shares; 2026Q1: 1,510 shares; 2026Q2: 1,383 shares 1,383 $305K 0.06% -127 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,274 shares; 2024Q4: 5,931 shares; 2025Q1: 4,036 shares; 2025Q2: 7,906 shares; 2025Q3: 4,012 shares; 2025Q4: 4,015 shares; 2026Q1: 4,018 shares; 2026Q2: 4,021 shares 4,021 $305K 0.06% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,931 shares 3,931 $303K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,291 shares; 2026Q2: 1,789 shares 1,789 $302K 0.06% +498 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: 743 shares; 2024Q4: 771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 713 shares; 2026Q1: 917 shares; 2026Q2: 961 shares 961 $301K 0.05% +44 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 924 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 918 shares; 2026Q2: 982 shares 982 $298K 0.05% +64 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 230 shares; 2026Q1: 243 shares; 2026Q2: 300 shares 300 $294K 0.05% +57 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: 3,341 shares; 2024Q4: 2,847 shares; 2025Q1: 2,615 shares; 2025Q2: 2,760 shares; 2025Q3: 2,363 shares; 2025Q4: 2,293 shares; 2026Q1: 1,901 shares; 2026Q2: 1,922 shares 1,922 $292K 0.05% +21 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,711 shares; 2024Q4: 3,191 shares; 2025Q1: 2,904 shares; 2025Q2: 2,294 shares; 2025Q3: 2,578 shares; 2025Q4: 5,370 shares; 2026Q1: 4,712 shares; 2026Q2: 2,483 shares 2,483 $291K 0.05% -2,229 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 975 shares 975 $290K 0.05% new 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: 1,738 shares; 2025Q1: 1,877 shares; 2025Q2: 1,921 shares; 2025Q3: 1,928 shares; 2025Q4: 1,958 shares; 2026Q1: 2,027 shares; 2026Q2: 2,029 shares 2,029 $290K 0.05% +2 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,446 shares; 2024Q4: 24,278 shares; 2025Q1: 24,424 shares; 2025Q2: 25,083 shares; 2025Q3: 25,222 shares; 2025Q4: 8,494 shares; 2026Q1: 8,311 shares; 2026Q2: 7,449 shares 7,449 $290K 0.05% -862 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 12,335 shares; 2026Q2: 20,625 shares 20,625 $285K 0.05% +8,290 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,238 shares; 2026Q1: not reported; 2026Q2: 1,528 shares 1,528 $282K 0.05% new Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,595 shares; 2026Q2: 3,728 shares 3,728 $281K 0.05% +133 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: 1,823 shares 1,823 $280K 0.05% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 564 shares 564 $279K 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,973 shares; 2025Q4: 2,140 shares; 2026Q1: 2,188 shares; 2026Q2: 2,201 shares 2,201 $278K 0.05% +13 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: 2,506 shares; 2024Q4: 2,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,532 shares; 2026Q2: 2,580 shares 2,580 $277K 0.05% +48 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 13,770 shares 13,770 $276K 0.05% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,578 shares 3,578 $272K 0.05% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 353 shares 353 $269K 0.05% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,938 shares 1,938 $269K 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,202 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,653 shares; 2025Q3: 8,015 shares; 2025Q4: 9,030 shares; 2026Q1: 10,262 shares; 2026Q2: 11,109 shares 11,109 $268K 0.05% +847 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 939 shares; 2025Q1: 984 shares; 2025Q2: 994 shares; 2025Q3: 989 shares; 2025Q4: 1,027 shares; 2026Q1: 1,047 shares; 2026Q2: 1,556 shares 1,556 $261K 0.05% +509 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,006 shares 13,006 $259K 0.05% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,115 shares; 2025Q1: 11,202 shares; 2025Q2: 15,271 shares; 2025Q3: 14,524 shares; 2025Q4: 13,633 shares; 2026Q1: 12,265 shares; 2026Q2: 12,328 shares 12,328 $255K 0.05% +63 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,025 shares 3,025 $252K 0.05% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,650 shares 2,650 $252K 0.05% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,432 shares; 2024Q4: 10,576 shares; 2025Q1: 9,208 shares; 2025Q2: 6,628 shares; 2025Q3: 5,828 shares; 2025Q4: 5,832 shares; 2026Q1: 6,142 shares; 2026Q2: 6,042 shares 6,042 $250K 0.05% -100 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,229 shares; 2026Q2: 2,679 shares 2,679 $247K 0.05% +450 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,599 shares 2,599 $247K 0.05% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,827 shares 3,827 $246K 0.04% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,598 shares 14,598 $246K 0.04% new Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,343 shares; 2024Q4: 25,438 shares; 2025Q1: 22,653 shares; 2025Q2: 22,851 shares; 2025Q3: 23,055 shares; 2025Q4: 23,320 shares; 2026Q1: 23,310 shares; 2026Q2: 23,467 shares 23,467 $245K 0.04% +157 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV 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: 3,561 shares 3,561 $244K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 727 shares 727 $243K 0.04% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,221 shares 5,221 $243K 0.04% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,512 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,113 shares; 2026Q2: 1,113 shares 1,113 $243K 0.04% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 727 shares; 2025Q1: 744 shares; 2025Q2: 785 shares; 2025Q3: 930 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 542 shares 542 $242K 0.04% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 483 shares; 2025Q3: 483 shares; 2025Q4: 471 shares; 2026Q1: 438 shares; 2026Q2: 2,010 shares 2,010 $240K 0.04% +1,572 Timeline JBL JABIL INC More: the full row for JABIL 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: 623 shares 623 $240K 0.04% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 393 shares; 2025Q4: 473 shares; 2026Q1: 578 shares; 2026Q2: 463 shares 463 $239K 0.04% -115 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: 12,726 shares; 2024Q4: 11,037 shares; 2025Q1: 13,256 shares; 2025Q2: 28,817 shares; 2025Q3: 14,635 shares; 2025Q4: 15,201 shares; 2026Q1: 17,248 shares; 2026Q2: 17,036 shares 17,036 $237K 0.04% -212 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 61 shares; 2025Q1: 62 shares; 2025Q2: 55 shares; 2025Q3: 54 shares; 2025Q4: 52 shares; 2026Q1: 59 shares; 2026Q2: 1,320 shares 1,320 $235K 0.04% +1,261 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,566 shares 2,566 $235K 0.04% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 919 shares 919 $234K 0.04% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,701 shares 3,701 $233K 0.04% new 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: 515 shares; 2024Q4: 531 shares; 2025Q1: 632 shares; 2025Q2: 668 shares; 2025Q3: 638 shares; 2025Q4: 3,115 shares; 2026Q1: 3,072 shares; 2026Q2: 2,324 shares 2,324 $231K 0.04% -748 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,647 shares 5,647 $225K 0.04% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 532 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares 452 $225K 0.04% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 270 shares 270 $224K 0.04% new 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: not reported; 2024Q4: 1,964 shares; 2025Q1: 2,200 shares; 2025Q2: 2,265 shares; 2025Q3: 2,357 shares; 2025Q4: 2,313 shares; 2026Q1: 2,520 shares; 2026Q2: 2,319 shares 2,319 $223K 0.04% -201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,098 shares 3,098 $223K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,066 shares 3,066 $222K 0.04% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,250 shares; 2025Q3: 2,449 shares; 2025Q4: 2,475 shares; 2026Q1: 2,306 shares; 2026Q2: 2,284 shares 2,284 $219K 0.04% -22 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 839 shares 839 $218K 0.04% new 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: 19,627 shares; 2024Q4: 19,403 shares; 2025Q1: 18,782 shares; 2025Q2: 18,904 shares; 2025Q3: 18,795 shares; 2025Q4: 6,562 shares; 2026Q1: 6,865 shares; 2026Q2: 2,864 shares 2,864 $217K 0.04% -4,001 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 502 shares 502 $217K 0.04% new 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: 5,645 shares; 2024Q4: 5,209 shares; 2025Q1: 5,342 shares; 2025Q2: 5,205 shares; 2025Q3: 4,832 shares; 2025Q4: 2,080 shares; 2026Q1: 1,553 shares; 2026Q2: 1,381 shares 1,381 $216K 0.04% -172 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,624 shares 1,624 $216K 0.04% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,074 shares; 2025Q3: 3,319 shares; 2025Q4: 3,525 shares; 2026Q1: 2,430 shares; 2026Q2: 2,694 shares 2,694 $214K 0.04% +264 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,314 shares 4,314 $214K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,822 shares 1,822 $213K 0.04% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,765 shares 2,765 $212K 0.04% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $211K 0.04% new 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: 1,068 shares; 2024Q4: 1,148 shares; 2025Q1: 1,199 shares; 2025Q2: 1,116 shares; 2025Q3: 1,061 shares; 2025Q4: 944 shares; 2026Q1: not reported; 2026Q2: 961 shares 961 $210K 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,465 shares 3,465 $209K 0.04% new 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: 457 shares; 2024Q4: 492 shares; 2025Q1: 527 shares; 2025Q2: 541 shares; 2025Q3: 482 shares; 2025Q4: 540 shares; 2026Q1: 595 shares; 2026Q2: 526 shares 526 $209K 0.04% -69 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: 816 shares 816 $208K 0.04% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,936 shares; 2024Q4: 3,788 shares; 2025Q1: 4,024 shares; 2025Q2: 3,940 shares; 2025Q3: 3,684 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 741 shares 741 $208K 0.04% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,231 shares 6,231 $207K 0.04% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $206K 0.04% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,743 shares 2,743 $205K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,623 shares 1,623 $205K 0.04% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,230 shares 1,230 $205K 0.04% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 551 shares 551 $204K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 373 shares; 2026Q2: 399 shares 399 $203K 0.04% +26 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,240 shares; 2025Q1: 1,432 shares; 2025Q2: 1,444 shares; 2025Q3: 1,683 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 537 shares 537 $202K 0.04% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,629 shares 1,629 $201K 0.04% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,280 shares; 2026Q2: 20,586 shares 20,586 $197K 0.04% +8,306 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,484 shares 11,484 $184K 0.03% new Timeline CHY CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,043 shares; 2025Q3: 10,319 shares; 2025Q4: 10,597 shares; 2026Q1: 10,870 shares; 2026Q2: 11,133 shares 11,133 $152K 0.03% +263 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,587 shares 15,587 $132K 0.02% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP 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: 12,646 shares; 2026Q2: 16,876 shares 16,876 $98.4K 0.02% +4,230 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,265 shares; 2025Q1: 34,235 shares; 2025Q2: 61,737 shares; 2025Q3: 71,353 shares; 2025Q4: 71,353 shares; 2026Q1: 70,598 shares; 2026Q2: 67,835 shares 67,835 $97.7K 0.02% -2,763 Timeline DCH DAUCH CORP More: the full row for DAUCH 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: 29,561 shares; 2026Q1: 14,645 shares; 2026Q2: 15,347 shares 15,347 $83.2K 0.02% +702 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS 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: 10,985 shares; 2025Q4: 10,985 shares; 2026Q1: 10,926 shares; 2026Q2: 10,979 shares 10,979 $46.2K 0.01% +53 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP 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: 10,168 shares; 2026Q2: 10,469 shares 10,469 $38.1K 0.01% +301 Timeline