AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,336 shares; 2024Q4: 127,286 shares; 2025Q1: 124,522 shares; 2025Q2: 105,176 shares; 2025Q3: 93,960 shares; 2025Q4: 94,130 shares; 2026Q1: 83,947 shares; 2026Q2: 77,669 shares 77,669 $29.3M 4.38% -6,278 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: 83,788 shares; 2024Q4: 82,137 shares; 2025Q1: 82,071 shares; 2025Q2: 82,326 shares; 2025Q3: 82,197 shares; 2025Q4: 84,008 shares; 2026Q1: 79,334 shares; 2026Q2: 70,414 shares 70,414 $25.2M 3.76% -8,920 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: 15,929 shares; 2024Q4: 15,818 shares; 2025Q1: 14,795 shares; 2025Q2: 15,316 shares; 2025Q3: 18,527 shares; 2025Q4: 20,012 shares; 2026Q1: 19,781 shares; 2026Q2: 20,278 shares 20,278 $24.3M 3.63% +497 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: 170,465 shares; 2024Q4: 172,297 shares; 2025Q1: 181,457 shares; 2025Q2: 183,454 shares; 2025Q3: 194,753 shares; 2025Q4: 212,143 shares; 2026Q1: 209,705 shares; 2026Q2: 202,351 shares 202,351 $23.8M 3.55% -7,354 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: 71,330 shares; 2024Q4: 70,313 shares; 2025Q1: 65,921 shares; 2025Q2: 66,448 shares; 2025Q3: 66,652 shares; 2025Q4: 70,620 shares; 2026Q1: 69,460 shares; 2026Q2: 69,657 shares 69,657 $22.8M 3.4% +197 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: 51,120 shares; 2024Q4: 51,046 shares; 2025Q1: 51,162 shares; 2025Q2: 52,029 shares; 2025Q3: 50,976 shares; 2025Q4: 55,086 shares; 2026Q1: 54,488 shares; 2026Q2: 54,960 shares 54,960 $20.5M 3.06% +472 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: 57,484 shares; 2024Q4: 57,606 shares; 2025Q1: 58,180 shares; 2025Q2: 60,620 shares; 2025Q3: 61,909 shares; 2025Q4: 71,221 shares; 2026Q1: 74,073 shares; 2026Q2: 78,511 shares 78,511 $19.9M 2.98% +4,438 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: 75,713 shares; 2024Q4: 75,170 shares; 2025Q1: 90,469 shares; 2025Q2: 93,178 shares; 2025Q3: 93,857 shares; 2025Q4: 95,302 shares; 2026Q1: 84,973 shares; 2026Q2: 63,734 shares 63,734 $16.3M 2.43% -21,239 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: 62,281 shares; 2024Q4: 58,582 shares; 2025Q1: 57,269 shares; 2025Q2: 57,206 shares; 2025Q3: 56,750 shares; 2025Q4: 58,014 shares; 2026Q1: 56,005 shares; 2026Q2: 55,075 shares 55,075 $15.9M 2.38% -930 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: 24,701 shares; 2024Q4: 24,755 shares; 2025Q1: 25,076 shares; 2025Q2: 25,428 shares; 2025Q3: 25,137 shares; 2025Q4: 28,782 shares; 2026Q1: 28,626 shares; 2026Q2: 28,747 shares 28,747 $14.6M 2.19% +121 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: 88,589 shares; 2024Q4: 88,371 shares; 2025Q1: 90,014 shares; 2025Q2: 91,622 shares; 2025Q3: 92,169 shares; 2025Q4: 103,970 shares; 2026Q1: 100,494 shares; 2026Q2: 100,936 shares 100,936 $14.4M 2.16% +442 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: 18,675 shares; 2024Q4: 18,803 shares; 2025Q1: 20,329 shares; 2025Q2: 20,636 shares; 2025Q3: 21,237 shares; 2025Q4: 23,688 shares; 2026Q1: 23,290 shares; 2026Q2: 22,848 shares 22,848 $11.4M 1.71% -442 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 285,426 shares; 2025Q1: 305,692 shares; 2025Q2: 316,063 shares; 2025Q3: 321,787 shares; 2025Q4: 361,644 shares; 2026Q1: 348,639 shares; 2026Q2: 348,826 shares 348,826 $11.2M 1.67% +187 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: 32,561 shares; 2024Q4: 32,708 shares; 2025Q1: 32,961 shares; 2025Q2: 33,021 shares; 2025Q3: 33,144 shares; 2025Q4: 35,139 shares; 2026Q1: 35,288 shares; 2026Q2: 35,588 shares 35,588 $10.6M 1.58% +300 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: 48,538 shares; 2024Q4: 46,498 shares; 2025Q1: 46,544 shares; 2025Q2: 51,378 shares; 2025Q3: 52,603 shares; 2025Q4: 63,520 shares; 2026Q1: 62,389 shares; 2026Q2: 61,582 shares 61,582 $10.2M 1.52% -807 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,429 shares; 2024Q4: 10,818 shares; 2025Q1: 9,842 shares; 2025Q2: 9,444 shares; 2025Q3: 9,891 shares; 2025Q4: 11,731 shares; 2026Q1: 11,996 shares; 2026Q2: 13,239 shares 13,239 $9.91M 1.48% +1,243 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: 95,150 shares; 2024Q4: 93,282 shares; 2025Q1: 95,100 shares; 2025Q2: 94,908 shares; 2025Q3: 96,783 shares; 2025Q4: 99,444 shares; 2026Q1: 86,200 shares; 2026Q2: 85,791 shares 85,791 $9.72M 1.45% -409 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,768 shares; 2024Q4: 43,946 shares; 2025Q1: 38,470 shares; 2025Q2: 37,279 shares; 2025Q3: 38,121 shares; 2025Q4: 40,302 shares; 2026Q1: 39,745 shares; 2026Q2: 38,782 shares 38,782 $9.63M 1.44% -963 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: 100,799 shares; 2024Q4: 100,942 shares; 2025Q1: 96,351 shares; 2025Q2: 98,520 shares; 2025Q3: 100,336 shares; 2025Q4: 118,357 shares; 2026Q1: 118,036 shares; 2026Q2: 115,521 shares 115,521 $9.62M 1.44% -2,515 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,208 shares; 2024Q4: 23,282 shares; 2025Q1: 23,828 shares; 2025Q2: 24,242 shares; 2025Q3: 24,367 shares; 2025Q4: 27,521 shares; 2026Q1: 27,065 shares; 2026Q2: 26,588 shares 26,588 $9.42M 1.41% -477 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,007 shares; 2024Q4: 81,772 shares; 2025Q1: 82,736 shares; 2025Q2: 81,276 shares; 2025Q3: 81,970 shares; 2025Q4: 100,223 shares; 2026Q1: 100,015 shares; 2026Q2: 99,062 shares 99,062 $9.03M 1.35% -953 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: 21,166 shares; 2024Q4: 21,141 shares; 2025Q1: 19,512 shares; 2025Q2: 19,826 shares; 2025Q3: 20,123 shares; 2025Q4: 20,806 shares; 2026Q1: 20,715 shares; 2026Q2: 21,172 shares 21,172 $9.02M 1.35% +457 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,991 shares; 2024Q4: 12,653 shares; 2025Q1: 12,292 shares; 2025Q2: 12,861 shares; 2025Q3: 12,292 shares; 2025Q4: 11,999 shares; 2026Q1: 11,893 shares; 2026Q2: 12,235 shares 12,235 $9.01M 1.35% +342 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: 36,720 shares; 2024Q4: 37,199 shares; 2025Q1: 37,250 shares; 2025Q2: 37,872 shares; 2025Q3: 42,337 shares; 2025Q4: 47,185 shares; 2026Q1: 47,323 shares; 2026Q2: 46,133 shares 46,133 $8.35M 1.25% -1,190 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: 12,218 shares; 2024Q4: 14,836 shares; 2025Q1: 12,098 shares; 2025Q2: 12,312 shares; 2025Q3: 10,923 shares; 2025Q4: 10,849 shares; 2026Q1: 10,161 shares; 2026Q2: 10,069 shares 10,069 $7.52M 1.12% -92 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: 51,902 shares; 2024Q4: 52,307 shares; 2025Q1: 53,160 shares; 2025Q2: 50,832 shares; 2025Q3: 34,870 shares; 2025Q4: 38,518 shares; 2026Q1: 37,330 shares; 2026Q2: 37,216 shares 37,216 $7.45M 1.11% -114 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,147 shares; 2024Q4: 19,175 shares; 2025Q1: 19,085 shares; 2025Q2: 19,151 shares; 2025Q3: 19,337 shares; 2025Q4: 22,512 shares; 2026Q1: 21,983 shares; 2026Q2: 22,023 shares 22,023 $7.3M 1.09% +40 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,898 shares; 2024Q4: 1,997 shares; 2025Q1: 2,067 shares; 2025Q2: 2,074 shares; 2025Q3: 2,099 shares; 2025Q4: 2,602 shares; 2026Q1: 4,483 shares; 2026Q2: 4,298 shares 4,298 $7.3M 1.09% -185 Timeline IDV 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: 23,620 shares; 2025Q3: 22,965 shares; 2025Q4: 24,555 shares; 2026Q1: 171,288 shares; 2026Q2: 175,556 shares 175,556 $7.27M 1.09% +4,268 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,672 shares; 2024Q4: 30,302 shares; 2025Q1: 29,263 shares; 2025Q2: 29,933 shares; 2025Q3: 28,776 shares; 2025Q4: 29,603 shares; 2026Q1: 29,720 shares; 2026Q2: 30,362 shares 30,362 $6.97M 1.04% +642 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,971 shares; 2024Q4: 26,273 shares; 2025Q1: 26,140 shares; 2025Q2: 26,636 shares; 2025Q3: 27,063 shares; 2025Q4: 28,786 shares; 2026Q1: 29,725 shares; 2026Q2: 31,223 shares 31,223 $6.96M 1.04% +1,498 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,725 shares; 2024Q4: 20,992 shares; 2025Q1: 20,748 shares; 2025Q2: 28,220 shares; 2025Q3: 28,415 shares; 2025Q4: 29,026 shares; 2026Q1: 28,885 shares; 2026Q2: 29,670 shares 29,670 $6.73M 1% +785 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: 50,914 shares; 2024Q4: 51,115 shares; 2025Q1: 50,995 shares; 2025Q2: 52,839 shares; 2025Q3: 54,907 shares; 2025Q4: 65,575 shares; 2026Q1: 65,001 shares; 2026Q2: 64,216 shares 64,216 $6.18M 0.92% -785 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: 54,888 shares; 2024Q4: 54,866 shares; 2025Q1: 86,943 shares; 2025Q2: 88,548 shares; 2025Q3: 89,788 shares; 2025Q4: 93,141 shares; 2026Q1: 80,526 shares; 2026Q2: 83,186 shares 83,186 $5.99M 0.89% +2,660 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: 15,956 shares; 2024Q4: 15,895 shares; 2025Q1: 16,042 shares; 2025Q2: 16,210 shares; 2025Q3: 16,353 shares; 2025Q4: 16,918 shares; 2026Q1: 16,776 shares; 2026Q2: 16,913 shares 16,913 $5.97M 0.89% +137 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: 34,791 shares; 2024Q4: 35,181 shares; 2025Q1: 36,065 shares; 2025Q2: 40,891 shares; 2025Q3: 41,386 shares; 2025Q4: 44,579 shares; 2026Q1: 44,623 shares; 2026Q2: 46,131 shares 46,131 $5.84M 0.87% +1,508 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,165 shares; 2024Q4: 42,381 shares; 2025Q1: 39,646 shares; 2025Q2: 39,930 shares; 2025Q3: 43,955 shares; 2025Q4: 50,870 shares; 2026Q1: 46,002 shares; 2026Q2: 44,804 shares 44,804 $5.52M 0.82% -1,198 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,435 shares; 2024Q4: 36,849 shares; 2025Q1: 31,445 shares; 2025Q2: 25,887 shares; 2025Q3: 24,083 shares; 2025Q4: 24,559 shares; 2026Q1: 24,863 shares; 2026Q2: 24,855 shares 24,855 $5.29M 0.79% -8 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,295 shares; 2025Q1: 17,463 shares; 2025Q2: 18,121 shares; 2025Q3: 18,322 shares; 2025Q4: 18,631 shares; 2026Q1: 12,327 shares; 2026Q2: 9,750 shares 9,750 $4.78M 0.71% -2,577 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: 36,005 shares; 2024Q4: 34,113 shares; 2025Q1: 32,526 shares; 2025Q2: 33,321 shares; 2025Q3: 32,768 shares; 2025Q4: 36,444 shares; 2026Q1: 35,910 shares; 2026Q2: 36,924 shares 36,924 $4.74M 0.71% +1,014 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: 16,575 shares; 2024Q4: 16,402 shares; 2025Q1: 14,660 shares; 2025Q2: 16,359 shares; 2025Q3: 7,141 shares; 2025Q4: 8,168 shares; 2026Q1: 8,451 shares; 2026Q2: 8,305 shares 8,305 $4.68M 0.7% -146 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: 17,641 shares; 2024Q4: 17,112 shares; 2025Q1: 17,786 shares; 2025Q2: 18,481 shares; 2025Q3: 18,152 shares; 2025Q4: 20,084 shares; 2026Q1: 19,008 shares; 2026Q2: 18,838 shares 18,838 $4.49M 0.67% -170 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,708 shares; 2024Q4: 65,948 shares; 2025Q1: 68,097 shares; 2025Q2: 13,264 shares; 2025Q3: 52,160 shares; 2025Q4: 69,879 shares; 2026Q1: 75,959 shares; 2026Q2: 89,258 shares 89,258 $4.12M 0.62% +13,299 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,547 shares; 2024Q4: 31,872 shares; 2025Q1: 38,956 shares; 2025Q2: 40,378 shares; 2025Q3: 41,443 shares; 2025Q4: 47,843 shares; 2026Q1: 47,549 shares; 2026Q2: 49,645 shares 49,645 $4.11M 0.61% +2,096 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: 15,289 shares; 2024Q4: 16,103 shares; 2025Q1: 21,866 shares; 2025Q2: 19,755 shares; 2025Q3: 38,531 shares; 2025Q4: 48,378 shares; 2026Q1: 52,164 shares; 2026Q2: 48,438 shares 48,438 $4.01M 0.6% -3,726 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,671 shares 17,671 $3.96M 0.59% new 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: 19,887 shares; 2024Q4: 16,050 shares; 2025Q1: 20,512 shares; 2025Q2: 18,981 shares; 2025Q3: 31,828 shares; 2025Q4: 33,191 shares; 2026Q1: 35,299 shares; 2026Q2: 38,411 shares 38,411 $3.71M 0.55% +3,112 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,371 shares; 2024Q4: 15,774 shares; 2025Q1: 15,203 shares; 2025Q2: 16,116 shares; 2025Q3: 16,148 shares; 2025Q4: 34,396 shares; 2026Q1: 34,830 shares; 2026Q2: 35,578 shares 35,578 $3.7M 0.55% +748 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,101 shares; 2025Q3: 23,433 shares; 2025Q4: 24,352 shares; 2026Q1: 24,710 shares; 2026Q2: 30,806 shares 30,806 $3.57M 0.53% +6,096 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,936 shares 15,936 $3.52M 0.53% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,016 shares; 2024Q4: 1,125 shares; 2025Q1: 1,076 shares; 2025Q2: 640 shares; 2025Q3: 1,808 shares; 2025Q4: 1,775 shares; 2026Q1: 1,930 shares; 2026Q2: 2,961 shares 2,961 $3.48M 0.52% +1,031 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: 9,056 shares; 2024Q4: 9,784 shares; 2025Q1: 10,060 shares; 2025Q2: 8,603 shares; 2025Q3: 8,157 shares; 2025Q4: 16,893 shares; 2026Q1: 17,323 shares; 2026Q2: 17,160 shares 17,160 $3.27M 0.49% -163 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: 4,302 shares; 2024Q4: 4,266 shares; 2025Q1: 3,980 shares; 2025Q2: 4,209 shares; 2025Q3: 3,217 shares; 2025Q4: 3,417 shares; 2026Q1: 3,311 shares; 2026Q2: 3,262 shares 3,262 $3.05M 0.46% -49 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: 9,089 shares; 2024Q4: 9,116 shares; 2025Q1: 9,298 shares; 2025Q2: 9,684 shares; 2025Q3: 9,914 shares; 2025Q4: 10,578 shares; 2026Q1: 9,677 shares; 2026Q2: 10,063 shares 10,063 $2.95M 0.44% +386 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: 6,322 shares; 2024Q4: 6,208 shares; 2025Q1: 6,227 shares; 2025Q2: 6,227 shares; 2025Q3: 5,391 shares; 2025Q4: 6,522 shares; 2026Q1: 8,265 shares; 2026Q2: 7,805 shares 7,805 $2.76M 0.41% -460 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,140 shares; 2024Q4: 7,261 shares; 2025Q1: 7,478 shares; 2025Q2: 7,763 shares; 2025Q3: 7,858 shares; 2025Q4: 7,941 shares; 2026Q1: 7,828 shares; 2026Q2: 7,522 shares 7,522 $2.58M 0.39% -306 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,661 shares; 2024Q4: 41,694 shares; 2025Q1: 42,864 shares; 2025Q2: 44,232 shares; 2025Q3: 42,207 shares; 2025Q4: 42,503 shares; 2026Q1: 43,328 shares; 2026Q2: 43,793 shares 43,793 $2.58M 0.39% +465 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: 17,762 shares; 2026Q2: 17,835 shares 17,835 $2.49M 0.37% +73 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: 701 shares; 2024Q4: 1,521 shares; 2025Q1: 1,515 shares; 2025Q2: 1,509 shares; 2025Q3: 1,506 shares; 2025Q4: 1,465 shares; 2026Q1: 7,209 shares; 2026Q2: 7,245 shares 7,245 $2.47M 0.37% +36 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,839 shares; 2024Q4: 31,361 shares; 2025Q1: 33,497 shares; 2025Q2: 33,754 shares; 2025Q3: 34,535 shares; 2025Q4: 36,431 shares; 2026Q1: 37,162 shares; 2026Q2: 38,118 shares 38,118 $2.4M 0.36% +956 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,348 shares; 2024Q4: 21,232 shares; 2025Q1: 27,890 shares; 2025Q2: 30,505 shares; 2025Q3: 20,749 shares; 2025Q4: 21,422 shares; 2026Q1: 21,054 shares; 2026Q2: 21,170 shares 21,170 $2.34M 0.35% +116 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: 4,923 shares; 2024Q4: 4,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,370 shares; 2026Q1: 2,858 shares; 2026Q2: 1,898 shares 1,898 $2.19M 0.33% -960 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: 7,635 shares; 2024Q4: 6,758 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,940 shares; 2026Q2: 3,381 shares 3,381 $2.16M 0.32% +441 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,372 shares; 2024Q4: 9,184 shares; 2025Q1: 10,236 shares; 2025Q2: 10,253 shares; 2025Q3: 17,013 shares; 2025Q4: 18,225 shares; 2026Q1: 19,460 shares; 2026Q2: 19,605 shares 19,605 $2.14M 0.32% +145 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: 17,784 shares; 2024Q4: 24,140 shares; 2025Q1: 18,657 shares; 2025Q2: 18,110 shares; 2025Q3: 18,345 shares; 2025Q4: 38,365 shares; 2026Q1: 38,865 shares; 2026Q2: 39,120 shares 39,120 $2.08M 0.31% +255 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: 8,744 shares; 2024Q4: 8,720 shares; 2025Q1: 6,164 shares; 2025Q2: 6,943 shares; 2025Q3: 8,049 shares; 2025Q4: 7,808 shares; 2026Q1: 12,199 shares; 2026Q2: 11,765 shares 11,765 $2.07M 0.31% -434 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: 6,092 shares; 2024Q4: 5,307 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,055 shares; 2026Q2: 2,058 shares 2,058 $1.99M 0.3% +3 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: 18,758 shares; 2024Q4: 17,942 shares; 2025Q1: 18,688 shares; 2025Q2: 18,790 shares; 2025Q3: 18,637 shares; 2025Q4: 19,348 shares; 2026Q1: 19,668 shares; 2026Q2: 20,381 shares 20,381 $1.97M 0.29% +713 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: 358 shares; 2024Q4: 356 shares; 2025Q1: 369 shares; 2025Q2: 375 shares; 2025Q3: 366 shares; 2025Q4: 373 shares; 2026Q1: 402 shares; 2026Q2: 10,899 shares 10,899 $1.94M 0.29% +10,497 Timeline JBS JBS N.V. More: the full row for JBS 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: 149,181 shares; 2026Q2: 150,495 shares 150,495 $1.78M 0.27% +1,314 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: 17,147 shares; 2025Q4: 18,046 shares; 2026Q1: 18,459 shares; 2026Q2: 18,455 shares 18,455 $1.78M 0.27% -4 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: 24,913 shares; 2024Q4: 22,585 shares; 2025Q1: 35,765 shares; 2025Q2: 35,135 shares; 2025Q3: 18,267 shares; 2025Q4: 18,252 shares; 2026Q1: 21,908 shares; 2026Q2: 15,214 shares 15,214 $1.78M 0.27% -6,694 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,851 shares; 2024Q4: 21,087 shares; 2025Q1: 21,869 shares; 2025Q2: 10,787 shares; 2025Q3: 16,231 shares; 2025Q4: 16,006 shares; 2026Q1: 15,845 shares; 2026Q2: 18,197 shares 18,197 $1.72M 0.26% +2,352 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,560 shares 20,560 $1.69M 0.25% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,187 shares; 2025Q2: 7,415 shares; 2025Q3: 7,016 shares; 2025Q4: 7,004 shares; 2026Q1: 7,360 shares; 2026Q2: 15,789 shares 15,789 $1.69M 0.25% +8,429 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,698 shares; 2024Q4: 26,238 shares; 2025Q1: 24,407 shares; 2025Q2: 24,292 shares; 2025Q3: 17,729 shares; 2025Q4: 19,636 shares; 2026Q1: 19,485 shares; 2026Q2: 17,777 shares 17,777 $1.67M 0.25% -1,708 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: 4,528 shares; 2024Q4: 4,507 shares; 2025Q1: 4,511 shares; 2025Q2: 4,373 shares; 2025Q3: 4,341 shares; 2025Q4: 4,391 shares; 2026Q1: 4,394 shares; 2026Q2: 4,404 shares 4,404 $1.65M 0.25% +10 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,065 shares; 2025Q2: 4,916 shares; 2025Q3: 4,913 shares; 2025Q4: 4,919 shares; 2026Q1: 6,004 shares; 2026Q2: 6,036 shares 6,036 $1.62M 0.24% +32 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: 262 shares; 2025Q4: 253 shares; 2026Q1: 912 shares; 2026Q2: 809 shares 809 $1.6M 0.24% -103 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,558 shares; 2025Q2: 9,292 shares; 2025Q3: 9,215 shares; 2025Q4: 9,091 shares; 2026Q1: 10,789 shares; 2026Q2: 10,772 shares 10,772 $1.58M 0.24% -17 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,342 shares; 2025Q3: 15,092 shares; 2025Q4: 15,423 shares; 2026Q1: 15,764 shares; 2026Q2: 15,385 shares 15,385 $1.57M 0.23% -379 Timeline XAR 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: 5,248 shares; 2024Q4: 5,499 shares; 2025Q1: 5,554 shares; 2025Q2: 5,631 shares; 2025Q3: 5,355 shares; 2025Q4: 5,312 shares; 2026Q1: 5,401 shares; 2026Q2: 5,503 shares 5,503 $1.56M 0.23% +102 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: 2,709 shares; 2024Q4: 2,614 shares; 2025Q1: 2,843 shares; 2025Q2: 2,942 shares; 2025Q3: 2,993 shares; 2025Q4: 3,191 shares; 2026Q1: 3,164 shares; 2026Q2: 3,060 shares 3,060 $1.52M 0.23% -104 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,355 shares; 2024Q4: 1,352 shares; 2025Q1: 1,345 shares; 2025Q2: 1,306 shares; 2025Q3: 1,427 shares; 2025Q4: 1,432 shares; 2026Q1: 1,418 shares; 2026Q2: 1,442 shares 1,442 $1.46M 0.22% +24 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,941 shares; 2026Q1: 6,100 shares; 2026Q2: 6,128 shares 6,128 $1.46M 0.22% +28 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,784 shares; 2024Q4: 11,832 shares; 2025Q1: 11,795 shares; 2025Q2: 13,059 shares; 2025Q3: 12,900 shares; 2025Q4: 12,642 shares; 2026Q1: 10,828 shares; 2026Q2: 9,802 shares 9,802 $1.43M 0.21% -1,026 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: 3,254 shares; 2024Q4: 3,236 shares; 2025Q1: 4,483 shares; 2025Q2: 4,511 shares; 2025Q3: 3,460 shares; 2025Q4: 3,619 shares; 2026Q1: 3,569 shares; 2026Q2: 3,519 shares 3,519 $1.4M 0.21% -50 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,969 shares; 2024Q4: 24,377 shares; 2025Q1: 25,114 shares; 2025Q2: 25,288 shares; 2025Q3: 24,053 shares; 2025Q4: 24,161 shares; 2026Q1: 26,080 shares; 2026Q2: 26,609 shares 26,609 $1.38M 0.21% +529 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: 6,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,149 shares; 2026Q2: 3,156 shares 3,156 $1.37M 0.2% +7 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,831 shares; 2025Q4: 2,825 shares; 2026Q1: not reported; 2026Q2: 5,345 shares 5,345 $1.34M 0.2% new 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: 6,499 shares; 2024Q4: 6,492 shares; 2025Q1: 6,780 shares; 2025Q2: 6,341 shares; 2025Q3: 6,474 shares; 2025Q4: 9,464 shares; 2026Q1: 9,631 shares; 2026Q2: 9,607 shares 9,607 $1.3M 0.19% -24 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,176 shares; 2025Q2: 8,937 shares; 2025Q3: 8,934 shares; 2025Q4: 8,773 shares; 2026Q1: 8,781 shares; 2026Q2: 8,725 shares 8,725 $1.26M 0.19% -56 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,961 shares; 2024Q4: 7,549 shares; 2025Q1: 7,447 shares; 2025Q2: 7,622 shares; 2025Q3: 7,473 shares; 2025Q4: 7,366 shares; 2026Q1: 7,537 shares; 2026Q2: 7,705 shares 7,705 $1.26M 0.19% +168 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: not reported; 2024Q4: not reported; 2025Q1: 6,385 shares; 2025Q2: 6,380 shares; 2025Q3: 6,725 shares; 2025Q4: 6,788 shares; 2026Q1: 6,715 shares; 2026Q2: 6,624 shares 6,624 $1.26M 0.19% -91 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,221 shares 12,221 $1.21M 0.18% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 1,041 shares; 2025Q1: 1,041 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 957 shares; 2026Q1: 1,070 shares; 2026Q2: 3,270 shares 3,270 $1.21M 0.18% +2,200 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: 1,059 shares; 2024Q4: 632 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 523 shares; 2026Q2: 4,009 shares 4,009 $1.21M 0.18% +3,486 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,296 shares; 2024Q4: 15,257 shares; 2025Q1: 8,776 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,387 shares 16,387 $1.2M 0.18% new 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: 3,014 shares; 2025Q4: 3,010 shares; 2026Q1: 3,057 shares; 2026Q2: 3,062 shares 3,062 $1.18M 0.18% +5 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: 4,497 shares; 2026Q2: 4,504 shares 4,504 $1.17M 0.18% +7 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,674 shares; 2024Q4: 7,056 shares; 2025Q1: 7,108 shares; 2025Q2: 7,586 shares; 2025Q3: 7,140 shares; 2025Q4: 7,156 shares; 2026Q1: 7,352 shares; 2026Q2: 7,409 shares 7,409 $1.16M 0.17% +57 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,049 shares; 2024Q4: 12,902 shares; 2025Q1: 10,693 shares; 2025Q2: 16,114 shares; 2025Q3: 5,006 shares; 2025Q4: 5,032 shares; 2026Q1: 10,442 shares; 2026Q2: 13,610 shares 13,610 $1.12M 0.17% +3,168 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP 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: 21,494 shares; 2026Q2: 21,524 shares 21,524 $1.12M 0.17% +30 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: 3,921 shares; 2024Q4: 10,095 shares; 2025Q1: 10,113 shares; 2025Q2: 18,208 shares; 2025Q3: 18,208 shares; 2025Q4: 35,157 shares; 2026Q1: 35,166 shares; 2026Q2: 35,181 shares 35,181 $1.12M 0.17% +15 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,962 shares; 2024Q4: 2,977 shares; 2025Q1: 3,013 shares; 2025Q2: 3,038 shares; 2025Q3: 3,028 shares; 2025Q4: 3,042 shares; 2026Q1: 3,008 shares; 2026Q2: 3,012 shares 3,012 $1.09M 0.16% +4 Timeline GOVT 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: 18,620 shares; 2025Q4: 13,635 shares; 2026Q1: 15,807 shares; 2026Q2: 47,008 shares 47,008 $1.07M 0.16% +31,201 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,730 shares; 2024Q4: 1,740 shares; 2025Q1: 1,667 shares; 2025Q2: 1,631 shares; 2025Q3: 3,814 shares; 2025Q4: 3,866 shares; 2026Q1: 3,806 shares; 2026Q2: 3,768 shares 3,768 $1.07M 0.16% -38 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: 3,589 shares; 2025Q2: 3,447 shares; 2025Q3: 3,443 shares; 2025Q4: 3,480 shares; 2026Q1: 3,516 shares; 2026Q2: 4,553 shares 4,553 $1.03M 0.15% +1,037 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,614 shares; 2026Q2: 10,785 shares 10,785 $1.01M 0.15% +171 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: 3,399 shares; 2024Q4: 3,312 shares; 2025Q1: 3,260 shares; 2025Q2: 3,268 shares; 2025Q3: 3,242 shares; 2025Q4: 3,664 shares; 2026Q1: 3,641 shares; 2026Q2: 3,672 shares 3,672 $993K 0.15% +31 Timeline PWB 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: 7,048 shares; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,048 shares; 2025Q3: 5,847 shares; 2025Q4: 5,847 shares; 2026Q1: 5,847 shares; 2026Q2: 5,847 shares 5,847 $985K 0.15% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,105 shares; 2026Q2: 7,106 shares 7,106 $972K 0.15% +1 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,429 shares; 2024Q4: 6,429 shares; 2025Q1: 5,797 shares; 2025Q2: 5,848 shares; 2025Q3: 5,700 shares; 2025Q4: 11,617 shares; 2026Q1: 11,617 shares; 2026Q2: 11,617 shares 11,617 $942K 0.14% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,390 shares; 2025Q4: 6,401 shares; 2026Q1: 6,465 shares; 2026Q2: 6,331 shares 6,331 $925K 0.14% -134 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: not reported; 2025Q4: not reported; 2026Q1: 8,944 shares; 2026Q2: 8,904 shares 8,904 $921K 0.14% -40 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,270 shares; 2024Q4: 7,085 shares; 2025Q1: 15,733 shares; 2025Q2: 15,862 shares; 2025Q3: 16,423 shares; 2025Q4: 17,203 shares; 2026Q1: 17,301 shares; 2026Q2: 17,554 shares 17,554 $920K 0.14% +253 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: not reported; 2025Q4: not reported; 2026Q1: 920 shares; 2026Q2: 1,231 shares 1,231 $890K 0.13% +311 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,234 shares; 2026Q2: 6,246 shares 6,246 $874K 0.13% +12 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,363 shares; 2024Q4: 3,328 shares; 2025Q1: 3,438 shares; 2025Q2: 2,407 shares; 2025Q3: 908 shares; 2025Q4: 815 shares; 2026Q1: 812 shares; 2026Q2: 1,203 shares 1,203 $866K 0.13% +391 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,571 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,090 shares; 2026Q2: 4,096 shares 4,096 $856K 0.13% +6 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,457 shares; 2026Q2: 9,450 shares 9,450 $839K 0.13% -7 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: 6,386 shares; 2024Q4: 6,371 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,638 shares; 2026Q2: 5,521 shares 5,521 $836K 0.12% -117 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,677 shares; 2026Q2: 8,693 shares 8,693 $836K 0.12% +16 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: not reported; 2024Q4: not reported; 2025Q1: 2,852 shares; 2025Q2: 3,189 shares; 2025Q3: 3,315 shares; 2025Q4: 3,473 shares; 2026Q1: 2,977 shares; 2026Q2: 2,958 shares 2,958 $832K 0.12% -19 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,011 shares; 2024Q4: 1,011 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares; 2026Q2: 1,013 shares 1,013 $805K 0.12% +2 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,224 shares; 2025Q2: not reported; 2025Q3: 5,043 shares; 2025Q4: 8,904 shares; 2026Q1: 9,139 shares; 2026Q2: 7,940 shares 7,940 $797K 0.12% -1,199 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: 1,402 shares; 2024Q4: 1,180 shares; 2025Q1: 1,179 shares; 2025Q2: 1,179 shares; 2025Q3: 1,180 shares; 2025Q4: 1,167 shares; 2026Q1: 1,131 shares; 2026Q2: 1,155 shares 1,155 $793K 0.12% +24 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: 1,842 shares; 2024Q4: 556 shares; 2025Q1: 1,075 shares; 2025Q2: 1,825 shares; 2025Q3: 1,648 shares; 2025Q4: 1,896 shares; 2026Q1: 1,864 shares; 2026Q2: 1,885 shares 1,885 $793K 0.12% +21 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,893 shares; 2025Q4: 4,160 shares; 2026Q1: 4,229 shares; 2026Q2: 3,860 shares 3,860 $777K 0.12% -369 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,357 shares; 2025Q4: 1,275 shares; 2026Q1: 1,266 shares; 2026Q2: 1,249 shares 1,249 $770K 0.12% -17 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: 10,062 shares; 2026Q2: 9,834 shares 9,834 $758K 0.11% -228 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,030 shares; 2025Q2: 3,889 shares; 2025Q3: 11,426 shares; 2025Q4: 14,804 shares; 2026Q1: 16,191 shares; 2026Q2: 14,352 shares 14,352 $751K 0.11% -1,839 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,883 shares; 2025Q4: 6,571 shares; 2026Q1: 6,616 shares; 2026Q2: 5,262 shares 5,262 $724K 0.11% -1,354 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: 892 shares; 2024Q4: 911 shares; 2025Q1: 1,286 shares; 2025Q2: 1,577 shares; 2025Q3: 1,689 shares; 2025Q4: 1,609 shares; 2026Q1: 1,324 shares; 2026Q2: 1,393 shares 1,393 $716K 0.11% +69 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares; 2026Q2: 1,232 shares 1,232 $710K 0.11% 0 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: 1,302 shares; 2024Q4: 1,322 shares; 2025Q1: 1,322 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares; 2026Q2: 5,676 shares 5,676 $705K 0.11% +4,257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,595 shares; 2026Q1: 12,064 shares; 2026Q2: 10,245 shares 10,245 $697K 0.1% -1,819 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: 6,929 shares; 2024Q4: 6,889 shares; 2025Q1: 7,261 shares; 2025Q2: 7,555 shares; 2025Q3: 4,240 shares; 2025Q4: 4,372 shares; 2026Q1: 4,029 shares; 2026Q2: 4,109 shares 4,109 $689K 0.1% +80 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: 4,669 shares; 2025Q4: 4,760 shares; 2026Q1: 10,585 shares; 2026Q2: 7,378 shares 7,378 $689K 0.1% -3,207 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: 4,718 shares; 2024Q4: 4,642 shares; 2025Q1: 4,615 shares; 2025Q2: 4,881 shares; 2025Q3: 4,842 shares; 2025Q4: 4,556 shares; 2026Q1: 4,840 shares; 2026Q2: 4,696 shares 4,696 $689K 0.1% -144 Timeline HAS HASBRO INC More: the full row for HASBRO 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: 8,380 shares; 2026Q2: 8,260 shares 8,260 $682K 0.1% -120 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,354 shares; 2026Q2: 1,310 shares 1,310 $675K 0.1% -44 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: 4,257 shares; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 5,002 shares; 2026Q1: 5,136 shares; 2026Q2: 4,895 shares 4,895 $669K 0.1% -241 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,119 shares; 2025Q2: 4,119 shares; 2025Q3: 3,362 shares; 2025Q4: 3,362 shares; 2026Q1: 3,362 shares; 2026Q2: 3,362 shares 3,362 $651K 0.1% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,734 shares; 2026Q2: 6,439 shares 6,439 $646K 0.1% -295 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: 3,817 shares; 2024Q4: 3,810 shares; 2025Q1: 3,810 shares; 2025Q2: 3,379 shares; 2025Q3: 3,355 shares; 2025Q4: 2,809 shares; 2026Q1: 2,745 shares; 2026Q2: 2,522 shares 2,522 $636K 0.09% -223 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 5,450 shares; 2026Q2: 5,217 shares 5,217 $631K 0.09% -233 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,738 shares; 2024Q4: 1,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares; 2026Q2: 812 shares 812 $614K 0.09% -32 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,414 shares; 2025Q2: 13,017 shares; 2025Q3: 13,021 shares; 2025Q4: 12,906 shares; 2026Q1: 12,927 shares; 2026Q2: 12,752 shares 12,752 $597K 0.09% -175 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,083 shares; 2026Q2: 2,923 shares 2,923 $589K 0.09% -160 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: 1,643 shares; 2024Q4: 1,538 shares; 2025Q1: 1,556 shares; 2025Q2: 1,846 shares; 2025Q3: 1,945 shares; 2025Q4: 2,276 shares; 2026Q1: 2,271 shares; 2026Q2: 2,244 shares 2,244 $565K 0.08% -27 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,008 shares; 2026Q1: 4,855 shares; 2026Q2: 5,244 shares 5,244 $564K 0.08% +389 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,637 shares; 2026Q1: 3,338 shares; 2026Q2: 2,469 shares 2,469 $561K 0.08% -869 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: 1,653 shares; 2024Q4: 1,668 shares; 2025Q1: 1,692 shares; 2025Q2: 1,682 shares; 2025Q3: 1,636 shares; 2025Q4: 1,773 shares; 2026Q1: 1,617 shares; 2026Q2: 1,410 shares 1,410 $560K 0.08% -207 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,588 shares; 2026Q2: 1,436 shares 1,436 $560K 0.08% -152 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: 1,658 shares; 2024Q4: 1,658 shares; 2025Q1: 3,642 shares; 2025Q2: 3,585 shares; 2025Q3: 1,590 shares; 2025Q4: 1,624 shares; 2026Q1: 1,601 shares; 2026Q2: 1,636 shares 1,636 $553K 0.08% +35 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: 605 shares; 2025Q1: 574 shares; 2025Q2: 579 shares; 2025Q3: 559 shares; 2025Q4: 562 shares; 2026Q1: 571 shares; 2026Q2: 572 shares 572 $550K 0.08% +1 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: 5,340 shares; 2024Q4: 5,593 shares; 2025Q1: 5,634 shares; 2025Q2: 4,947 shares; 2025Q3: 5,170 shares; 2025Q4: 5,806 shares; 2026Q1: 5,703 shares; 2026Q2: 5,999 shares 5,999 $527K 0.08% +296 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,775 shares; 2026Q2: 4,571 shares 4,571 $526K 0.08% -204 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: 9,755 shares; 2024Q4: 9,171 shares; 2025Q1: 9,533 shares; 2025Q2: 798 shares; 2025Q3: 1,054 shares; 2025Q4: 770 shares; 2026Q1: 1,070 shares; 2026Q2: 1,240 shares 1,240 $515K 0.08% +170 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,516 shares; 2025Q2: 4,554 shares; 2025Q3: 9,474 shares; 2025Q4: 10,377 shares; 2026Q1: 10,172 shares; 2026Q2: 10,399 shares 10,399 $510K 0.08% +227 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,592 shares; 2024Q4: 8,737 shares; 2025Q1: 9,318 shares; 2025Q2: 9,130 shares; 2025Q3: 9,313 shares; 2025Q4: 9,211 shares; 2026Q1: 9,234 shares; 2026Q2: 8,951 shares 8,951 $502K 0.07% -283 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 2,854 shares 2,854 $463K 0.07% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: 592 shares; 2025Q1: 575 shares; 2025Q2: 564 shares; 2025Q3: 350 shares; 2025Q4: 353 shares; 2026Q1: 363 shares; 2026Q2: 339 shares 339 $461K 0.07% -24 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,635 shares; 2024Q4: 2,619 shares; 2025Q1: 2,471 shares; 2025Q2: 2,586 shares; 2025Q3: 2,541 shares; 2025Q4: 2,379 shares; 2026Q1: 2,358 shares; 2026Q2: 2,040 shares 2,040 $457K 0.07% -318 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,665 shares; 2026Q2: 1,599 shares 1,599 $448K 0.07% -66 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,324 shares; 2025Q1: 1,339 shares; 2025Q2: 1,378 shares; 2025Q3: 1,356 shares; 2025Q4: 1,363 shares; 2026Q1: 1,325 shares; 2026Q2: 1,310 shares 1,310 $446K 0.07% -15 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: 562 shares; 2024Q4: 599 shares; 2025Q1: 550 shares; 2025Q2: 492 shares; 2025Q3: 466 shares; 2025Q4: 474 shares; 2026Q1: 431 shares; 2026Q2: 455 shares 455 $445K 0.07% +24 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: 1,348 shares; 2024Q4: 1,404 shares; 2025Q1: 1,426 shares; 2025Q2: 1,445 shares; 2025Q3: 1,400 shares; 2025Q4: 1,560 shares; 2026Q1: 1,541 shares; 2026Q2: 1,586 shares 1,586 $442K 0.07% +45 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: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,134 shares; 2025Q2: 2,090 shares; 2025Q3: 2,077 shares; 2025Q4: 1,972 shares; 2026Q1: 1,883 shares; 2026Q2: 1,384 shares 1,384 $436K 0.07% -499 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: 1,426 shares; 2024Q4: 1,449 shares; 2025Q1: 1,523 shares; 2025Q2: 1,499 shares; 2025Q3: 1,478 shares; 2025Q4: 1,536 shares; 2026Q1: 1,567 shares; 2026Q2: 1,599 shares 1,599 $433K 0.06% +32 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,262 shares; 2024Q4: 3,308 shares; 2025Q1: 3,601 shares; 2025Q2: 3,459 shares; 2025Q3: 3,431 shares; 2025Q4: 3,434 shares; 2026Q1: 3,435 shares; 2026Q2: 3,657 shares 3,657 $432K 0.06% +222 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 2,954 shares; 2025Q1: 3,316 shares; 2025Q2: 2,272 shares; 2025Q3: 2,730 shares; 2025Q4: 2,752 shares; 2026Q1: 3,051 shares; 2026Q2: 3,172 shares 3,172 $430K 0.06% +121 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 737 shares 737 $428K 0.06% 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: 888 shares; 2024Q4: 685 shares; 2025Q1: 655 shares; 2025Q2: 651 shares; 2025Q3: 622 shares; 2025Q4: 523 shares; 2026Q1: 520 shares; 2026Q2: 515 shares 515 $427K 0.06% -5 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,526 shares; 2024Q4: 7,448 shares; 2025Q1: 7,710 shares; 2025Q2: 7,605 shares; 2025Q3: 6,956 shares; 2025Q4: 5,287 shares; 2026Q1: 6,895 shares; 2026Q2: 7,345 shares 7,345 $425K 0.06% +450 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: 3,337 shares; 2024Q4: 3,407 shares; 2025Q1: 3,708 shares; 2025Q2: 2,526 shares; 2025Q3: 2,966 shares; 2025Q4: 3,039 shares; 2026Q1: 3,320 shares; 2026Q2: 3,420 shares 3,420 $422K 0.06% +100 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: 7,567 shares; 2024Q4: 7,570 shares; 2025Q1: 7,333 shares; 2025Q2: 7,116 shares; 2025Q3: 7,077 shares; 2025Q4: 7,298 shares; 2026Q1: 7,267 shares; 2026Q2: 7,378 shares 7,378 $420K 0.06% +111 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: 838 shares; 2024Q4: 811 shares; 2025Q1: 834 shares; 2025Q2: 910 shares; 2025Q3: 903 shares; 2025Q4: 810 shares; 2026Q1: 839 shares; 2026Q2: 809 shares 809 $420K 0.06% -30 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: not reported; 2026Q2: 184 shares 184 $418K 0.06% new 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: 1,689 shares; 2024Q4: 1,694 shares; 2025Q1: 1,721 shares; 2025Q2: 1,847 shares; 2025Q3: 1,881 shares; 2025Q4: 1,892 shares; 2026Q1: 1,838 shares; 2026Q2: 1,896 shares 1,896 $418K 0.06% +58 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676 shares; 2024Q4: 2,674 shares; 2025Q1: 2,513 shares; 2025Q2: 2,503 shares; 2025Q3: 2,486 shares; 2025Q4: 2,493 shares; 2026Q1: 2,471 shares; 2026Q2: 2,385 shares 2,385 $411K 0.06% -86 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,764 shares; 2024Q4: 4,911 shares; 2025Q1: 4,608 shares; 2025Q2: 4,499 shares; 2025Q3: 3,540 shares; 2025Q4: 3,520 shares; 2026Q1: 3,558 shares; 2026Q2: 3,503 shares 3,503 $411K 0.06% -55 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,586 shares; 2024Q4: 1,611 shares; 2025Q1: 1,774 shares; 2025Q2: 1,818 shares; 2025Q3: 1,670 shares; 2025Q4: 1,584 shares; 2026Q1: 1,470 shares; 2026Q2: 1,391 shares 1,391 $404K 0.06% -79 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: 3,692 shares; 2024Q4: 3,746 shares; 2025Q1: 3,419 shares; 2025Q2: 3,345 shares; 2025Q3: 3,390 shares; 2025Q4: 3,424 shares; 2026Q1: 3,402 shares; 2026Q2: 3,408 shares 3,408 $398K 0.06% +6 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; 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: 4,627 shares 4,627 $395K 0.06% 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: 5,122 shares; 2024Q4: 5,224 shares; 2025Q1: 5,359 shares; 2025Q2: 5,262 shares; 2025Q3: 5,133 shares; 2025Q4: 5,117 shares; 2026Q1: 5,388 shares; 2026Q2: 5,157 shares 5,157 $395K 0.06% -231 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: 773 shares; 2024Q4: 773 shares; 2025Q1: 749 shares; 2025Q2: 750 shares; 2025Q3: 758 shares; 2025Q4: 872 shares; 2026Q1: 910 shares; 2026Q2: 967 shares 967 $394K 0.06% +57 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: 5,489 shares; 2024Q4: 4,934 shares; 2025Q1: 6,802 shares; 2025Q2: 5,308 shares; 2025Q3: 5,443 shares; 2025Q4: 5,539 shares; 2026Q1: 5,862 shares; 2026Q2: 6,353 shares 6,353 $394K 0.06% +491 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,130 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 4,547 shares; 2025Q3: 4,939 shares; 2025Q4: 4,980 shares; 2026Q1: 4,942 shares; 2026Q2: 1,066 shares 1,066 $393K 0.06% -3,876 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: 10,242 shares; 2024Q4: 9,638 shares; 2025Q1: 4,483 shares; 2025Q2: 4,390 shares; 2025Q3: 4,328 shares; 2025Q4: 3,793 shares; 2026Q1: 4,298 shares; 2026Q2: 4,282 shares 4,282 $393K 0.06% -16 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: 1,041 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,033 shares; 2025Q3: 995 shares; 2025Q4: 1,573 shares; 2026Q1: 1,791 shares; 2026Q2: 1,142 shares 1,142 $391K 0.06% -649 Timeline PDP 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: 3,852 shares; 2024Q4: 3,852 shares; 2025Q1: 3,738 shares; 2025Q2: 3,681 shares; 2025Q3: 2,640 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares; 2026Q2: 2,573 shares 2,573 $390K 0.06% -17 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,329 shares; 2024Q4: 2,332 shares; 2025Q1: 2,689 shares; 2025Q2: 2,613 shares; 2025Q3: 2,597 shares; 2025Q4: 2,576 shares; 2026Q1: 2,902 shares; 2026Q2: 2,926 shares 2,926 $385K 0.06% +24 Timeline IAGG 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: 5,490 shares; 2025Q4: 8,645 shares; 2026Q1: 10,234 shares; 2026Q2: 7,596 shares 7,596 $384K 0.06% -2,638 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,434 shares; 2025Q2: 5,321 shares; 2025Q3: 12,362 shares; 2025Q4: 12,239 shares; 2026Q1: 5,352 shares; 2026Q2: 5,391 shares 5,391 $380K 0.06% +39 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,061 shares; 2024Q4: 1,063 shares; 2025Q1: 1,051 shares; 2025Q2: 1,026 shares; 2025Q3: 1,022 shares; 2025Q4: 998 shares; 2026Q1: 1,041 shares; 2026Q2: 1,100 shares 1,100 $379K 0.06% +59 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,486 shares; 2024Q4: 5,704 shares; 2025Q1: 5,768 shares; 2025Q2: 5,743 shares; 2025Q3: 5,630 shares; 2025Q4: 5,659 shares; 2026Q1: 6,348 shares; 2026Q2: 6,489 shares 6,489 $375K 0.06% +141 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,392 shares; 2024Q4: 3,868 shares; 2025Q1: 3,515 shares; 2025Q2: 3,418 shares; 2025Q3: 3,335 shares; 2025Q4: 3,602 shares; 2026Q1: 3,908 shares; 2026Q2: 4,107 shares 4,107 $373K 0.06% +199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,993 shares 2,993 $372K 0.06% 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: 937 shares; 2024Q4: 957 shares; 2025Q1: 932 shares; 2025Q2: 461 shares; 2025Q3: 462 shares; 2025Q4: 462 shares; 2026Q1: 445 shares; 2026Q2: 3,099 shares 3,099 $370K 0.06% +2,654 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 3,068 shares; 2025Q1: 2,919 shares; 2025Q2: 2,762 shares; 2025Q3: 2,614 shares; 2025Q4: 2,622 shares; 2026Q1: 2,575 shares; 2026Q2: 2,516 shares 2,516 $364K 0.05% -59 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 950 shares; 2026Q1: 898 shares; 2026Q2: 760 shares 760 $363K 0.05% -138 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: 2,531 shares; 2024Q4: 2,616 shares; 2025Q1: 2,575 shares; 2025Q2: 2,519 shares; 2025Q3: 792 shares; 2025Q4: 762 shares; 2026Q1: 663 shares; 2026Q2: 718 shares 718 $353K 0.05% +55 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,275 shares; 2024Q4: 3,300 shares; 2025Q1: 3,511 shares; 2025Q2: 3,439 shares; 2025Q3: 3,445 shares; 2025Q4: 3,042 shares; 2026Q1: 3,740 shares; 2026Q2: 3,614 shares 3,614 $350K 0.05% -126 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: 8,257 shares; 2025Q2: 8,029 shares; 2025Q3: 8,041 shares; 2025Q4: 7,962 shares; 2026Q1: not reported; 2026Q2: 3,008 shares 3,008 $345K 0.05% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,639 shares; 2025Q3: 3,834 shares; 2025Q4: 6,686 shares; 2026Q1: 7,009 shares; 2026Q2: 4,538 shares 4,538 $343K 0.05% -2,471 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: 3,705 shares; 2024Q4: 3,503 shares; 2025Q1: 2,552 shares; 2025Q2: 2,297 shares; 2025Q3: 2,366 shares; 2025Q4: 2,470 shares; 2026Q1: 2,470 shares; 2026Q2: 2,304 shares 2,304 $342K 0.05% -166 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,997 shares; 2024Q4: 3,027 shares; 2025Q1: 2,792 shares; 2025Q2: 2,749 shares; 2025Q3: 2,828 shares; 2025Q4: 2,529 shares; 2026Q1: 3,281 shares; 2026Q2: 3,450 shares 3,450 $339K 0.05% +169 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,018 shares; 2025Q1: 1,858 shares; 2025Q2: 1,823 shares; 2025Q3: 1,768 shares; 2025Q4: 1,794 shares; 2026Q1: 1,924 shares; 2026Q2: 1,989 shares 1,989 $338K 0.05% +65 Timeline BAI 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: 7,074 shares; 2026Q1: 7,219 shares; 2026Q2: 6,394 shares 6,394 $337K 0.05% -825 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,153 shares; 2026Q1: 5,165 shares; 2026Q2: 5,050 shares 5,050 $335K 0.05% -115 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,821 shares; 2024Q4: 5,902 shares; 2025Q1: 11,135 shares; 2025Q2: 10,848 shares; 2025Q3: 3,551 shares; 2025Q4: 3,664 shares; 2026Q1: 4,450 shares; 2026Q2: 5,177 shares 5,177 $332K 0.05% +727 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,232 shares; 2024Q4: 2,126 shares; 2025Q1: 2,899 shares; 2025Q2: not reported; 2025Q3: 2,097 shares; 2025Q4: not reported; 2026Q1: 2,394 shares; 2026Q2: 2,719 shares 2,719 $330K 0.05% +325 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,259 shares; 2024Q4: 16,080 shares; 2025Q1: 1,432 shares; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,164 shares; 2026Q1: 1,633 shares; 2026Q2: 2,115 shares 2,115 $320K 0.05% +482 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,287 shares 4,287 $319K 0.05% new 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: 36,933 shares; 2024Q4: 3,830 shares; 2025Q1: 4,174 shares; 2025Q2: 3,455 shares; 2025Q3: 3,439 shares; 2025Q4: 3,465 shares; 2026Q1: 3,443 shares; 2026Q2: 3,999 shares 3,999 $313K 0.05% +556 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,714 shares; 2024Q4: 25,725 shares; 2025Q1: 33,149 shares; 2025Q2: 31,257 shares; 2025Q3: 33,344 shares; 2025Q4: 33,160 shares; 2026Q1: 36,310 shares; 2026Q2: 41,276 shares 41,276 $312K 0.05% +4,966 Timeline SYSB 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: 2,307 shares; 2026Q2: 3,497 shares 3,497 $310K 0.05% +1,190 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,492 shares; 2025Q2: 1,453 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares; 2026Q2: 746 shares 746 $310K 0.05% +96 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,135 shares; 2024Q4: 23,307 shares; 2025Q1: 21,007 shares; 2025Q2: 21,207 shares; 2025Q3: 21,410 shares; 2025Q4: 21,619 shares; 2026Q1: 21,797 shares; 2026Q2: 21,973 shares 21,973 $301K 0.04% +176 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares; 2026Q2: 1,561 shares 1,561 $297K 0.04% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 3,392 shares; 2025Q1: 3,283 shares; 2025Q2: 3,101 shares; 2025Q3: 3,285 shares; 2025Q4: 3,282 shares; 2026Q1: 3,280 shares; 2026Q2: 3,138 shares 3,138 $297K 0.04% -142 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,885 shares; 2025Q1: 2,054 shares; 2025Q2: 1,960 shares; 2025Q3: 1,929 shares; 2025Q4: 1,795 shares; 2026Q1: 1,961 shares; 2026Q2: 2,127 shares 2,127 $293K 0.04% +166 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 723 shares; 2025Q4: 723 shares; 2026Q1: 723 shares; 2026Q2: 723 shares 723 $291K 0.04% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: not reported; 2025Q3: 427 shares; 2025Q4: not reported; 2026Q1: 707 shares; 2026Q2: 858 shares 858 $290K 0.04% +151 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: 533 shares; 2024Q4: 533 shares; 2025Q1: 1,313 shares; 2025Q2: 1,459 shares; 2025Q3: 1,274 shares; 2025Q4: 11,131 shares; 2026Q1: 3,778 shares; 2026Q2: 3,908 shares 3,908 $279K 0.04% +130 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: 5,209 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,395 shares; 2026Q2: 3,395 shares 3,395 $279K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,802 shares; 2026Q2: 4,039 shares 4,039 $276K 0.04% -763 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: 20,598 shares; 2024Q4: 20,258 shares; 2025Q1: 12,952 shares; 2025Q2: 12,653 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,507 shares; 2026Q2: 1,725 shares 1,725 $274K 0.04% +218 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,159 shares; 2024Q4: 6,349 shares; 2025Q1: 6,283 shares; 2025Q2: 6,114 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $273K 0.04% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,198 shares; 2024Q4: 6,060 shares; 2025Q1: 6,594 shares; 2025Q2: 6,230 shares; 2025Q3: 6,346 shares; 2025Q4: 6,504 shares; 2026Q1: 7,126 shares; 2026Q2: 8,593 shares 8,593 $272K 0.04% +1,467 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,706 shares; 2025Q1: 1,615 shares; 2025Q2: 1,628 shares; 2025Q3: 1,622 shares; 2025Q4: 1,620 shares; 2026Q1: 1,777 shares; 2026Q2: 1,981 shares 1,981 $271K 0.04% +204 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,084 shares; 2024Q4: 4,571 shares; 2025Q1: 4,572 shares; 2025Q2: 4,572 shares; 2025Q3: 3,573 shares; 2025Q4: 3,574 shares; 2026Q1: 3,574 shares; 2026Q2: 3,574 shares 3,574 $271K 0.04% 0 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: 4,514 shares; 2024Q4: 4,060 shares; 2025Q1: 4,060 shares; 2025Q2: 4,060 shares; 2025Q3: 3,747 shares; 2025Q4: 3,941 shares; 2026Q1: 3,914 shares; 2026Q2: 3,309 shares 3,309 $269K 0.04% -605 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: 5,558 shares; 2024Q4: 5,228 shares; 2025Q1: 4,195 shares; 2025Q2: 3,718 shares; 2025Q3: 3,800 shares; 2025Q4: 4,045 shares; 2026Q1: 4,045 shares; 2026Q2: 3,477 shares 3,477 $268K 0.04% -568 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,534 shares; 2025Q4: 4,527 shares; 2026Q1: 2,321 shares; 2026Q2: 2,916 shares 2,916 $267K 0.04% +595 Timeline PPH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,941 shares; 2026Q1: 1,941 shares; 2026Q2: 2,433 shares 2,433 $266K 0.04% +492 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: 2,474 shares; 2024Q4: 1,950 shares; 2025Q1: 1,953 shares; 2025Q2: 1,956 shares; 2025Q3: 1,939 shares; 2025Q4: 1,942 shares; 2026Q1: 1,945 shares; 2026Q2: 1,422 shares 1,422 $263K 0.04% -523 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: 2,125 shares; 2025Q1: 2,074 shares; 2025Q2: 2,045 shares; 2025Q3: 2,079 shares; 2025Q4: 1,932 shares; 2026Q1: 1,824 shares; 2026Q2: 1,794 shares 1,794 $263K 0.04% -30 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $262K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,073 shares; 2026Q1: 7,072 shares; 2026Q2: 3,420 shares 3,420 $262K 0.04% -3,652 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,175 shares 3,175 $259K 0.04% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,730 shares; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,591 shares; 2025Q4: 2,458 shares; 2026Q1: 2,447 shares; 2026Q2: 2,359 shares 2,359 $258K 0.04% -88 Timeline BLCR 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: 5,017 shares 5,017 $253K 0.04% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,054 shares; 2024Q4: 2,054 shares; 2025Q1: 2,054 shares; 2025Q2: 2,054 shares; 2025Q3: not reported; 2025Q4: 2,054 shares; 2026Q1: 2,054 shares; 2026Q2: 2,054 shares 2,054 $245K 0.04% 0 Timeline IALT 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: 8,690 shares 8,690 $244K 0.04% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,789 shares 2,789 $243K 0.04% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,831 shares; 2024Q4: 13,652 shares; 2025Q1: 13,305 shares; 2025Q2: 13,590 shares; 2025Q3: 9,851 shares; 2025Q4: 9,765 shares; 2026Q1: 7,115 shares; 2026Q2: 4,992 shares 4,992 $241K 0.04% -2,123 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,206 shares; 2024Q4: 3,208 shares; 2025Q1: 2,110 shares; 2025Q2: 2,196 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 4,200 shares 4,200 $236K 0.04% +2,100 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; 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: 1,608 shares; 2026Q1: 1,608 shares; 2026Q2: 1,608 shares 1,608 $235K 0.04% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 272 shares 272 $233K 0.03% new Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,549 shares 4,549 $233K 0.03% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,822 shares; 2024Q4: 1,812 shares; 2025Q1: 2,092 shares; 2025Q2: 1,663 shares; 2025Q3: 1,873 shares; 2025Q4: 1,611 shares; 2026Q1: 2,519 shares; 2026Q2: 3,237 shares 3,237 $233K 0.03% +718 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 750 shares 750 $225K 0.03% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 299 shares; 2026Q2: 296 shares 296 $224K 0.03% -3 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,358 shares; 2025Q3: 4,361 shares; 2025Q4: 4,340 shares; 2026Q1: 4,340 shares; 2026Q2: 4,340 shares 4,340 $221K 0.03% 0 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: 5,180 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,631 shares 2,631 $216K 0.03% new 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: 6,959 shares; 2026Q1: 6,924 shares; 2026Q2: 4,940 shares 4,940 $213K 0.03% -1,984 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,170 shares 4,170 $210K 0.03% new Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 5,872 shares 5,872 $208K 0.03% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,904 shares; 2025Q1: 3,904 shares; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,639 shares; 2026Q1: not reported; 2026Q2: 2,579 shares 2,579 $204K 0.03% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,623 shares; 2024Q4: 2,623 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,877 shares 1,877 $202K 0.03% new 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: 12,231 shares; 2024Q4: 12,203 shares; 2025Q1: not reported; 2025Q2: 4,498 shares; 2025Q3: 4,372 shares; 2025Q4: 4,790 shares; 2026Q1: 4,729 shares; 2026Q2: 2,421 shares 2,421 $200K 0.03% -2,308 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,000 shares; 2024Q4: 35,000 shares; 2025Q1: 35,000 shares; 2025Q2: 36,500 shares; 2025Q3: 36,500 shares; 2025Q4: 24,825 shares; 2026Q1: 14,677 shares; 2026Q2: 14,677 shares 14,677 $28.2K <0.01% 0 Timeline