AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,825 shares; 2024Q4: 182,462 shares; 2025Q1: 253,358 shares; 2025Q2: 214,413 shares; 2025Q3: 212,200 shares; 2025Q4: 243,368 shares; 2026Q1: 209,897 shares; 2026Q2: 207,948 shares 207,948 $60.2M 11.02% -1,949 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: 38,495 shares; 2024Q4: 30,175 shares; 2025Q1: 999,838 shares; 2025Q2: 863,217 shares; 2025Q3: 37,387 shares; 2025Q4: not reported; 2026Q1: 38,085 shares; 2026Q2: 40,073 shares 40,073 $30M 5.5% +1,988 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: 45,069 shares; 2024Q4: 44,479 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,440 shares; 2025Q4: 113,694 shares; 2026Q1: 47,680 shares; 2026Q2: 47,861 shares 47,861 $17.1M 3.13% +181 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 311,940 shares; 2024Q4: 269,710 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 219,370 shares; 2025Q4: 222,769 shares; 2026Q1: 212,261 shares; 2026Q2: 202,793 shares 202,793 $15.4M 2.82% -9,468 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: 32,801 shares; 2024Q4: 31,712 shares; 2025Q1: 38,415 shares; 2025Q2: 32,196 shares; 2025Q3: 30,856 shares; 2025Q4: 38,676 shares; 2026Q1: 28,977 shares; 2026Q2: 28,821 shares 28,821 $14.4M 2.64% -156 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: 48,920 shares; 2024Q4: 45,406 shares; 2025Q1: 118,296 shares; 2025Q2: 91,954 shares; 2025Q3: 39,844 shares; 2025Q4: not reported; 2026Q1: 37,339 shares; 2026Q2: 35,525 shares 35,525 $12.6M 2.3% -1,814 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: 40,015 shares; 2024Q4: 40,337 shares; 2025Q1: 43,356 shares; 2025Q2: 49,537 shares; 2025Q3: 49,677 shares; 2025Q4: 61,215 shares; 2026Q1: 46,157 shares; 2026Q2: 46,505 shares 46,505 $11.1M 2.03% +348 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,202 shares; 2024Q4: 99,415 shares; 2025Q1: 140,861 shares; 2025Q2: 128,337 shares; 2025Q3: 80,296 shares; 2025Q4: not reported; 2026Q1: 70,433 shares; 2026Q2: 63,785 shares 63,785 $10.1M 1.85% -6,648 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: 18,663 shares; 2024Q4: 18,651 shares; 2025Q1: 20,246 shares; 2025Q2: 18,147 shares; 2025Q3: 18,088 shares; 2025Q4: 19,975 shares; 2026Q1: 18,219 shares; 2026Q2: 17,915 shares 17,915 $9.2M 1.69% -304 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,750 shares; 2024Q4: 60,843 shares; 2025Q1: 90,195 shares; 2025Q2: 76,621 shares; 2025Q3: 54,889 shares; 2025Q4: not reported; 2026Q1: 42,457 shares; 2026Q2: 41,930 shares 41,930 $9.14M 1.67% -527 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: 20,984 shares; 2024Q4: 20,678 shares; 2025Q1: 27,575 shares; 2025Q2: 19,368 shares; 2025Q3: 20,226 shares; 2025Q4: 29,158 shares; 2026Q1: 22,199 shares; 2026Q2: 22,404 shares 22,404 $8.36M 1.53% +205 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: 105,513 shares; 2024Q4: 90,556 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,156 shares; 2025Q4: not reported; 2026Q1: 55,037 shares; 2026Q2: 52,059 shares 52,059 $7.72M 1.41% -2,978 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: 9,163 shares; 2024Q4: 9,018 shares; 2025Q1: 9,898 shares; 2025Q2: 11,655 shares; 2025Q3: 11,241 shares; 2025Q4: 16,937 shares; 2026Q1: 12,476 shares; 2026Q2: 12,670 shares 12,670 $7.14M 1.31% +194 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,404 shares; 2024Q4: 101,099 shares; 2025Q1: 147,145 shares; 2025Q2: 127,136 shares; 2025Q3: 140,398 shares; 2025Q4: 162,800 shares; 2026Q1: 95,433 shares; 2026Q2: 157,833 shares 157,833 $6.98M 1.28% +62,400 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: 49,554 shares; 2024Q4: 49,863 shares; 2025Q1: 51,567 shares; 2025Q2: 48,932 shares; 2025Q3: 49,884 shares; 2025Q4: 50,979 shares; 2026Q1: 49,019 shares; 2026Q2: 48,743 shares 48,743 $6.66M 1.22% -276 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: 8,702 shares; 2024Q4: 8,536 shares; 2025Q1: 10,043 shares; 2025Q2: 8,330 shares; 2025Q3: 8,118 shares; 2025Q4: 9,488 shares; 2026Q1: 7,803 shares; 2026Q2: 8,400 shares 8,400 $6.19M 1.13% +597 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,988 shares; 2024Q4: 106,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 94,782 shares; 2025Q4: 78,893 shares; 2026Q1: 63,904 shares; 2026Q2: 57,897 shares 57,897 $5.73M 1.05% -6,007 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84,329 shares; 2026Q1: 84,643 shares; 2026Q2: 103,310 shares 103,310 $5.53M 1.01% +18,667 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,888 shares; 2024Q4: 8,665 shares; 2025Q1: 160,615 shares; 2025Q2: 77,873 shares; 2025Q3: 14,081 shares; 2025Q4: 21,596 shares; 2026Q1: 16,596 shares; 2026Q2: 17,806 shares 17,806 $5.08M 0.93% +1,210 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,958 shares; 2024Q4: 77,118 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 95,755 shares; 2025Q4: not reported; 2026Q1: 87,010 shares; 2026Q2: 89,894 shares 89,894 $5.08M 0.93% +2,884 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: 6,998 shares; 2024Q4: 7,081 shares; 2025Q1: 7,663 shares; 2025Q2: 7,008 shares; 2025Q3: 7,420 shares; 2025Q4: 7,743 shares; 2026Q1: 6,796 shares; 2026Q2: 12,741 shares 12,741 $4.97M 0.91% +5,945 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: 23,711 shares; 2024Q4: 23,716 shares; 2025Q1: 31,076 shares; 2025Q2: 27,948 shares; 2025Q3: 28,699 shares; 2025Q4: 45,349 shares; 2026Q1: 43,105 shares; 2026Q2: 43,446 shares 43,446 $4.92M 0.9% +341 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,688 shares; 2024Q4: 73,633 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,234 shares; 2025Q4: not reported; 2026Q1: 56,507 shares; 2026Q2: 51,160 shares 51,160 $4.88M 0.89% -5,347 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: 10,542 shares; 2024Q4: 10,652 shares; 2025Q1: 21,849 shares; 2025Q2: 15,502 shares; 2025Q3: 15,685 shares; 2025Q4: 15,294 shares; 2026Q1: 15,186 shares; 2026Q2: 14,903 shares 14,903 $4.88M 0.89% -283 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,904 shares; 2024Q4: 5,484 shares; 2025Q1: 15,797 shares; 2025Q2: 109,190 shares; 2025Q3: 89,257 shares; 2025Q4: 91,743 shares; 2026Q1: 95,982 shares; 2026Q2: 96,064 shares 96,064 $4.86M 0.89% +82 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: 5,232 shares; 2024Q4: 5,270 shares; 2025Q1: 5,758 shares; 2025Q2: 4,909 shares; 2025Q3: 4,904 shares; 2025Q4: 5,406 shares; 2026Q1: 4,699 shares; 2026Q2: 4,795 shares 4,795 $4.49M 0.82% +96 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: 52,518 shares; 2024Q4: 41,717 shares; 2025Q1: 118,863 shares; 2025Q2: 52,283 shares; 2025Q3: 52,207 shares; 2025Q4: 61,363 shares; 2026Q1: 44,904 shares; 2026Q2: 54,671 shares 54,671 $4.43M 0.81% +9,767 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,630 shares; 2024Q4: 10,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,233 shares; 2025Q4: not reported; 2026Q1: 43,212 shares; 2026Q2: 44,476 shares 44,476 $4.38M 0.8% +1,264 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: 13,436 shares; 2024Q4: 15,302 shares; 2025Q1: 23,262 shares; 2025Q2: 19,875 shares; 2025Q3: 20,448 shares; 2025Q4: 25,506 shares; 2026Q1: 20,746 shares; 2026Q2: 21,019 shares 21,019 $4.21M 0.77% +273 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,155 shares; 2024Q4: 53,168 shares; 2025Q1: 61,799 shares; 2025Q2: 61,677 shares; 2025Q3: 53,168 shares; 2025Q4: not reported; 2026Q1: 54,305 shares; 2026Q2: 53,957 shares 53,957 $4.07M 0.75% -348 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: 18,779 shares; 2024Q4: 18,921 shares; 2025Q1: 17,060 shares; 2025Q2: 17,328 shares; 2025Q3: 16,953 shares; 2025Q4: 16,301 shares; 2026Q1: 15,702 shares; 2026Q2: 15,852 shares 15,852 $4.03M 0.74% +150 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,840 shares; 2024Q4: 60,957 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 123,285 shares; 2025Q4: not reported; 2026Q1: 85,998 shares; 2026Q2: 87,121 shares 87,121 $4.01M 0.73% +1,123 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,636 shares; 2024Q4: 15,990 shares; 2025Q1: 16,086 shares; 2025Q2: 14,424 shares; 2025Q3: 15,389 shares; 2025Q4: 15,863 shares; 2026Q1: 16,164 shares; 2026Q2: 16,277 shares 16,277 $3.85M 0.71% +113 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,174 shares; 2024Q4: 2,284 shares; 2025Q1: 2,811 shares; 2025Q2: 2,807 shares; 2025Q3: 2,505 shares; 2025Q4: 2,732 shares; 2026Q1: 2,517 shares; 2026Q2: 3,133 shares 3,133 $3.76M 0.69% +616 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,359 shares; 2024Q4: 6,628 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 131,549 shares; 2025Q4: not reported; 2026Q1: 89,300 shares; 2026Q2: 85,609 shares 85,609 $3.59M 0.66% -3,691 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: 4,922 shares; 2024Q4: 4,956 shares; 2025Q1: 4,971 shares; 2025Q2: 4,929 shares; 2025Q3: 4,929 shares; 2025Q4: 4,903 shares; 2026Q1: 4,889 shares; 2026Q2: 4,889 shares 4,889 $3.52M 0.64% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,505 shares; 2024Q4: not reported; 2025Q1: 34,483 shares; 2025Q2: 8,692 shares; 2025Q3: 96,763 shares; 2025Q4: not reported; 2026Q1: 66,442 shares; 2026Q2: 66,500 shares 66,500 $3.35M 0.61% +58 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: 35,872 shares; 2024Q4: 36,009 shares; 2025Q1: 36,002 shares; 2025Q2: 40,899 shares; 2025Q3: 41,572 shares; 2025Q4: 43,531 shares; 2026Q1: 39,776 shares; 2026Q2: 39,778 shares 39,778 $3.23M 0.59% +2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,031 shares; 2024Q4: 42,525 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,955 shares; 2025Q4: not reported; 2026Q1: 51,274 shares; 2026Q2: 51,305 shares 51,305 $3.15M 0.58% +31 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: 4,782 shares; 2024Q4: 4,807 shares; 2025Q1: 4,851 shares; 2025Q2: 4,197 shares; 2025Q3: 4,224 shares; 2025Q4: 4,757 shares; 2026Q1: 4,158 shares; 2026Q2: 4,171 shares 4,171 $3.11M 0.57% +13 Timeline FYEE FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,349 shares; 2025Q4: 220,339 shares; 2026Q1: 104,223 shares; 2026Q2: 104,136 shares 104,136 $3.01M 0.55% -87 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: 10,395 shares; 2024Q4: 10,508 shares; 2025Q1: 14,097 shares; 2025Q2: 9,991 shares; 2025Q3: 9,640 shares; 2025Q4: 12,926 shares; 2026Q1: 9,108 shares; 2026Q2: 8,758 shares 8,758 $3M 0.55% -350 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: 37,228 shares; 2024Q4: 43,708 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,394 shares; 2025Q4: 34,184 shares; 2026Q1: 30,268 shares; 2026Q2: 25,951 shares 25,951 $2.86M 0.52% -4,317 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: 67,622 shares; 2024Q4: 53,391 shares; 2025Q1: 67,553 shares; 2025Q2: 56,949 shares; 2025Q3: 33,918 shares; 2025Q4: 53,843 shares; 2026Q1: 35,788 shares; 2026Q2: 34,296 shares 34,296 $2.84M 0.52% -1,492 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: 2,957 shares; 2024Q4: 2,768 shares; 2025Q1: 3,106 shares; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 3,132 shares; 2026Q1: 2,785 shares; 2026Q2: 2,785 shares 2,785 $2.82M 0.52% 0 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: 14,468 shares; 2024Q4: 14,048 shares; 2025Q1: 15,396 shares; 2025Q2: 14,496 shares; 2025Q3: 14,205 shares; 2025Q4: 15,585 shares; 2026Q1: 14,595 shares; 2026Q2: 14,443 shares 14,443 $2.74M 0.5% -152 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,192 shares; 2024Q4: 16,184 shares; 2025Q1: 16,452 shares; 2025Q2: 15,633 shares; 2025Q3: 15,607 shares; 2025Q4: 16,115 shares; 2026Q1: 16,185 shares; 2026Q2: 15,987 shares 15,987 $2.7M 0.5% -198 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,790 shares; 2025Q4: 44,948 shares; 2026Q1: 92,435 shares; 2026Q2: 57,377 shares 57,377 $2.69M 0.49% -35,058 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,346 shares; 2024Q4: 3,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,531 shares; 2025Q4: not reported; 2026Q1: 32,678 shares; 2026Q2: 32,608 shares 32,608 $2.69M 0.49% -70 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,066 shares; 2024Q4: 9,381 shares; 2025Q1: 8,287 shares; 2025Q2: 7,491 shares; 2025Q3: 7,246 shares; 2025Q4: 7,309 shares; 2026Q1: 7,109 shares; 2026Q2: 7,120 shares 7,120 $2.69M 0.49% +11 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: 21,584 shares; 2024Q4: 22,626 shares; 2025Q1: 52,166 shares; 2025Q2: 32,213 shares; 2025Q3: 45,139 shares; 2025Q4: 44,900 shares; 2026Q1: 50,097 shares; 2026Q2: 51,169 shares 51,169 $2.68M 0.49% +1,072 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: 1,228 shares; 2024Q4: 1,651 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,035 shares; 2025Q4: 3,230 shares; 2026Q1: 3,765 shares; 2026Q2: 3,840 shares 3,840 $2.64M 0.48% +75 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 91,772 shares; 2025Q4: 104,983 shares; 2026Q1: 106,521 shares; 2026Q2: 52,713 shares 52,713 $2.64M 0.48% -53,808 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: 3,930 shares; 2024Q4: 7,597 shares; 2025Q1: 18,122 shares; 2025Q2: 7,789 shares; 2025Q3: 7,696 shares; 2025Q4: 17,674 shares; 2026Q1: 7,518 shares; 2026Q2: 7,613 shares 7,613 $2.6M 0.48% +95 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,986 shares; 2024Q4: 105,986 shares; 2025Q1: 105,986 shares; 2025Q2: 102,636 shares; 2025Q3: 102,636 shares; 2025Q4: 102,161 shares; 2026Q1: 99,711 shares; 2026Q2: 99,711 shares 99,711 $2.56M 0.47% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,765 shares; 2025Q3: 2,420 shares; 2025Q4: 2,649 shares; 2026Q1: 2,376 shares; 2026Q2: 2,176 shares 2,176 $2.51M 0.46% -200 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: 96,903 shares; 2025Q2: 27,315 shares; 2025Q3: 30,519 shares; 2025Q4: 87,178 shares; 2026Q1: 31,447 shares; 2026Q2: 30,937 shares 30,937 $2.34M 0.43% -510 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: 5,179 shares; 2024Q4: 5,126 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,999 shares; 2025Q4: 6,686 shares; 2026Q1: 6,208 shares; 2026Q2: 6,154 shares 6,154 $2.28M 0.42% -54 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: 5,778 shares; 2024Q4: 5,628 shares; 2025Q1: 6,202 shares; 2025Q2: 6,064 shares; 2025Q3: 6,067 shares; 2025Q4: 5,769 shares; 2026Q1: 6,169 shares; 2026Q2: 6,179 shares 6,179 $2.28M 0.42% +10 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,319 shares; 2025Q1: 2,387 shares; 2025Q2: 2,228 shares; 2025Q3: 2,228 shares; 2025Q4: 2,270 shares; 2026Q1: 2,190 shares; 2026Q2: 1,976 shares 1,976 $2.26M 0.41% -214 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,592 shares; 2026Q1: 34,706 shares; 2026Q2: 46,965 shares 46,965 $2.25M 0.41% +12,259 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: 3,452 shares; 2024Q4: 3,469 shares; 2025Q1: 4,977 shares; 2025Q2: 4,854 shares; 2025Q3: 4,779 shares; 2025Q4: 5,382 shares; 2026Q1: 5,041 shares; 2026Q2: 5,313 shares 5,313 $2.23M 0.41% +272 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,930 shares; 2024Q4: 3,887 shares; 2025Q1: 3,945 shares; 2025Q2: 3,887 shares; 2025Q3: 3,885 shares; 2025Q4: 3,785 shares; 2026Q1: 3,737 shares; 2026Q2: 3,737 shares 3,737 $2.16M 0.4% 0 Timeline VPL 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: 44,755 shares; 2024Q4: 37,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,313 shares; 2025Q4: 25,645 shares; 2026Q1: 20,868 shares; 2026Q2: 18,540 shares 18,540 $2.14M 0.39% -2,328 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,878 shares; 2024Q4: 61,354 shares; 2025Q1: 181,022 shares; 2025Q2: 143,738 shares; 2025Q3: 43,508 shares; 2025Q4: 41,562 shares; 2026Q1: 39,134 shares; 2026Q2: 35,910 shares 35,910 $2.14M 0.39% -3,224 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: 1,663 shares; 2024Q4: 1,275 shares; 2025Q1: 1,788 shares; 2025Q2: 1,716 shares; 2025Q3: 1,708 shares; 2025Q4: 1,862 shares; 2026Q1: 1,707 shares; 2026Q2: 1,721 shares 1,721 $2.02M 0.37% +14 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: 7,075 shares; 2024Q4: 7,474 shares; 2025Q1: 7,766 shares; 2025Q2: 7,986 shares; 2025Q3: 7,857 shares; 2025Q4: 8,350 shares; 2026Q1: 7,978 shares; 2026Q2: 8,024 shares 8,024 $2.02M 0.37% +46 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: 21,457 shares; 2024Q4: 21,410 shares; 2025Q1: 21,636 shares; 2025Q2: 20,878 shares; 2025Q3: 20,976 shares; 2025Q4: 21,289 shares; 2026Q1: 20,664 shares; 2026Q2: 20,464 shares 20,464 $1.97M 0.36% -200 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,404 shares; 2024Q4: 13,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,425 shares; 2025Q4: not reported; 2026Q1: 13,404 shares; 2026Q2: 13,404 shares 13,404 $1.96M 0.36% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,565 shares; 2024Q4: 13,162 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,779 shares; 2025Q4: not reported; 2026Q1: 11,160 shares; 2026Q2: 11,354 shares 11,354 $1.87M 0.34% +194 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,127 shares; 2024Q4: 2,127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,049 shares; 2025Q4: 6,287 shares; 2026Q1: 5,704 shares; 2026Q2: 6,132 shares 6,132 $1.86M 0.34% +428 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,468 shares; 2024Q4: 13,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,550 shares; 2025Q4: 89,858 shares; 2026Q1: 18,661 shares; 2026Q2: 18,736 shares 18,736 $1.84M 0.34% +75 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: 14,342 shares; 2024Q4: 14,727 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,382 shares; 2025Q4: not reported; 2026Q1: 24,528 shares; 2026Q2: 23,789 shares 23,789 $1.83M 0.34% -739 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,979 shares; 2026Q2: 36,401 shares 36,401 $1.8M 0.33% +24,422 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: 19,784 shares; 2024Q4: 16,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,955 shares; 2025Q4: 17,803 shares; 2026Q1: 17,578 shares; 2026Q2: 16,617 shares 16,617 $1.79M 0.33% -961 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,680 shares; 2024Q4: 16,958 shares; 2025Q1: 25,596 shares; 2025Q2: 16,354 shares; 2025Q3: 16,769 shares; 2025Q4: 25,661 shares; 2026Q1: 16,538 shares; 2026Q2: 16,483 shares 16,483 $1.71M 0.31% -55 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: 786 shares; 2024Q4: 506 shares; 2025Q1: 3,213 shares; 2025Q2: 1,692 shares; 2025Q3: 1,924 shares; 2025Q4: 33,496 shares; 2026Q1: 20,852 shares; 2026Q2: 23,686 shares 23,686 $1.69M 0.31% +2,834 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,491 shares; 2024Q4: 16,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,492 shares; 2025Q4: 17,621 shares; 2026Q1: 17,751 shares; 2026Q2: 17,729 shares 17,729 $1.66M 0.3% -22 Timeline LMBS 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: 60,192 shares; 2024Q4: 57,686 shares; 2025Q1: 62,744 shares; 2025Q2: 42,589 shares; 2025Q3: 55,798 shares; 2025Q4: 63,094 shares; 2026Q1: 54,376 shares; 2026Q2: 32,965 shares 32,965 $1.64M 0.3% -21,411 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,107 shares; 2024Q4: 31,563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,134 shares; 2025Q4: 56,880 shares; 2026Q1: 41,888 shares; 2026Q2: 39,916 shares 39,916 $1.62M 0.3% -1,972 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: 19,689 shares; 2024Q4: 18,765 shares; 2025Q1: 17,576 shares; 2025Q2: 16,981 shares; 2025Q3: 14,685 shares; 2025Q4: 14,089 shares; 2026Q1: 13,876 shares; 2026Q2: 13,880 shares 13,880 $1.6M 0.29% +4 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 5,910 shares; 2025Q1: 5,517 shares; 2025Q2: 4,845 shares; 2025Q3: 4,791 shares; 2025Q4: 6,390 shares; 2026Q1: 5,677 shares; 2026Q2: 5,637 shares 5,637 $1.59M 0.29% -40 Timeline LQDI ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 59,532 shares 59,532 $1.56M 0.29% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,771 shares; 2026Q1: 19,100 shares; 2026Q2: 27,736 shares 27,736 $1.54M 0.28% +8,636 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,425 shares; 2024Q4: 16,364 shares; 2025Q1: 15,551 shares; 2025Q2: 18,122 shares; 2025Q3: 18,026 shares; 2025Q4: not reported; 2026Q1: 18,514 shares; 2026Q2: 18,511 shares 18,511 $1.53M 0.28% -3 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: 3,388 shares; 2024Q4: 3,387 shares; 2025Q1: 3,460 shares; 2025Q2: 3,387 shares; 2025Q3: 3,199 shares; 2025Q4: 3,301 shares; 2026Q1: 3,171 shares; 2026Q2: 3,167 shares 3,167 $1.51M 0.28% -4 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,340 shares; 2024Q4: 1,407 shares; 2025Q1: 1,620 shares; 2025Q2: 1,940 shares; 2025Q3: 1,892 shares; 2025Q4: 1,981 shares; 2026Q1: 1,988 shares; 2026Q2: 1,969 shares 1,969 $1.5M 0.28% -19 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: 11,993 shares; 2024Q4: 11,149 shares; 2025Q1: 12,654 shares; 2025Q2: 11,340 shares; 2025Q3: 10,944 shares; 2025Q4: 12,170 shares; 2026Q1: 10,802 shares; 2026Q2: 10,240 shares 10,240 $1.5M 0.28% -562 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,898 shares; 2024Q4: 92,890 shares; 2025Q1: 494,962 shares; 2025Q2: 341,276 shares; 2025Q3: 27,536 shares; 2025Q4: 352,676 shares; 2026Q1: 27,527 shares; 2026Q2: 28,991 shares 28,991 $1.47M 0.27% +1,464 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,134 shares; 2024Q4: 6,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,167 shares; 2025Q4: not reported; 2026Q1: 20,768 shares; 2026Q2: 22,339 shares 22,339 $1.43M 0.26% +1,571 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 90,400 shares; 2026Q1: 90,400 shares; 2026Q2: 90,400 shares 90,400 $1.42M 0.26% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,166 shares; 2026Q2: 30,326 shares 30,326 $1.39M 0.25% -4,840 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,463 shares; 2024Q4: 10,595 shares; 2025Q1: 13,906 shares; 2025Q2: 13,823 shares; 2025Q3: 12,475 shares; 2025Q4: 12,605 shares; 2026Q1: 12,060 shares; 2026Q2: 11,792 shares 11,792 $1.38M 0.25% -268 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,681 shares; 2024Q4: 2,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,932 shares; 2025Q4: not reported; 2026Q1: 2,785 shares; 2026Q2: 15,959 shares 15,959 $1.37M 0.25% +13,174 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,988 shares; 2024Q4: 4,888 shares; 2025Q1: 4,888 shares; 2025Q2: 5,133 shares; 2025Q3: 4,883 shares; 2025Q4: 4,630 shares; 2026Q1: 4,173 shares; 2026Q2: 4,173 shares 4,173 $1.31M 0.24% 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: 3,857 shares; 2024Q4: 3,578 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,519 shares; 2025Q4: not reported; 2026Q1: 2,646 shares; 2026Q2: 10,474 shares 10,474 $1.3M 0.24% +7,828 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: 1,423 shares; 2024Q4: 1,664 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,084 shares; 2025Q4: not reported; 2026Q1: 6,808 shares; 2026Q2: 6,815 shares 6,815 $1.3M 0.24% +7 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,711 shares; 2024Q4: 7,211 shares; 2025Q1: 8,421 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 8,096 shares; 2026Q1: 7,086 shares; 2026Q2: 7,086 shares 7,086 $1.27M 0.23% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,924 shares; 2026Q2: 2,942 shares 2,942 $1.27M 0.23% +18 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,077 shares; 2024Q4: 5,764 shares; 2025Q1: 5,764 shares; 2025Q2: 5,848 shares; 2025Q3: 5,849 shares; 2025Q4: 5,359 shares; 2026Q1: 5,125 shares; 2026Q2: 4,863 shares 4,863 $1.24M 0.23% -262 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: 1,000 shares; 2024Q4: 1,098 shares; 2025Q1: 1,956 shares; 2025Q2: 2,072 shares; 2025Q3: 2,162 shares; 2025Q4: 2,772 shares; 2026Q1: 2,341 shares; 2026Q2: 2,379 shares 2,379 $1.23M 0.23% +38 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,107 shares; 2024Q4: 47,107 shares; 2025Q1: 47,107 shares; 2025Q2: 47,107 shares; 2025Q3: 47,107 shares; 2025Q4: 47,107 shares; 2026Q1: 46,077 shares; 2026Q2: 44,274 shares 44,274 $1.23M 0.23% -1,803 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: 2,065 shares; 2024Q4: 2,101 shares; 2025Q1: 1,539 shares; 2025Q2: 1,261 shares; 2025Q3: 1,216 shares; 2025Q4: 1,470 shares; 2026Q1: 1,194 shares; 2026Q2: 1,141 shares 1,141 $1.21M 0.22% -53 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: 9,454 shares; 2024Q4: 8,150 shares; 2025Q1: 8,458 shares; 2025Q2: 7,701 shares; 2025Q3: 7,033 shares; 2025Q4: 7,778 shares; 2026Q1: 7,186 shares; 2026Q2: 7,292 shares 7,292 $1.21M 0.22% +106 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,117 shares; 2024Q4: 9,030 shares; 2025Q1: 11,530 shares; 2025Q2: 7,882 shares; 2025Q3: 6,679 shares; 2025Q4: 11,468 shares; 2026Q1: 5,209 shares; 2026Q2: 4,336 shares 4,336 $1.2M 0.22% -873 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: 3,000 shares; 2024Q4: 3,006 shares; 2025Q1: 3,102 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,087 shares; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $1.19M 0.22% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,940 shares; 2024Q4: 9,414 shares; 2025Q1: 9,572 shares; 2025Q2: 9,404 shares; 2025Q3: 9,404 shares; 2025Q4: 10,025 shares; 2026Q1: 10,073 shares; 2026Q2: 10,074 shares 10,074 $1.19M 0.22% +1 Timeline DARP TIDAL TRUST II More: the full row for TIDAL 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: 19,146 shares 19,146 $1.15M 0.21% new 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: 6,864 shares; 2024Q4: 6,871 shares; 2025Q1: 6,932 shares; 2025Q2: 6,766 shares; 2025Q3: 5,873 shares; 2025Q4: 5,936 shares; 2026Q1: 6,173 shares; 2026Q2: 6,173 shares 6,173 $1.12M 0.2% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,737 shares; 2024Q4: 15,737 shares; 2025Q1: 17,297 shares; 2025Q2: 14,637 shares; 2025Q3: 14,637 shares; 2025Q4: 17,236 shares; 2026Q1: 14,576 shares; 2026Q2: 14,576 shares 14,576 $1.11M 0.2% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,520 shares; 2024Q4: 35,107 shares; 2025Q1: 35,552 shares; 2025Q2: 31,859 shares; 2025Q3: 32,176 shares; 2025Q4: 29,006 shares; 2026Q1: 25,846 shares; 2026Q2: 25,775 shares 25,775 $1.09M 0.2% -71 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: 2,349 shares; 2024Q4: 2,420 shares; 2025Q1: 2,731 shares; 2025Q2: 2,717 shares; 2025Q3: 2,707 shares; 2025Q4: 2,761 shares; 2026Q1: 2,701 shares; 2026Q2: 2,882 shares 2,882 $1.08M 0.2% +181 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: 10,507 shares; 2024Q4: 10,209 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,010 shares; 2025Q4: 8,227 shares; 2026Q1: 8,104 shares; 2026Q2: 6,730 shares 6,730 $1.06M 0.19% -1,374 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,102 shares; 2024Q4: 5,104 shares; 2025Q1: 5,040 shares; 2025Q2: 4,954 shares; 2025Q3: 4,954 shares; 2025Q4: 4,804 shares; 2026Q1: 4,787 shares; 2026Q2: 4,585 shares 4,585 $1.03M 0.19% -202 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,897 shares; 2024Q4: 10,897 shares; 2025Q1: 10,333 shares; 2025Q2: 10,333 shares; 2025Q3: 10,333 shares; 2025Q4: 10,333 shares; 2026Q1: 10,333 shares; 2026Q2: 10,333 shares 10,333 $1.02M 0.19% 0 Timeline VDC 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: 15,542 shares; 2024Q4: 13,799 shares; 2025Q1: 22,007 shares; 2025Q2: 14,005 shares; 2025Q3: 7,466 shares; 2025Q4: 6,237 shares; 2026Q1: 5,905 shares; 2026Q2: 4,521 shares 4,521 $1.02M 0.19% -1,384 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,987 shares; 2024Q4: 7,050 shares; 2025Q1: 5,669 shares; 2025Q2: 5,508 shares; 2025Q3: 5,532 shares; 2025Q4: 5,811 shares; 2026Q1: 5,532 shares; 2026Q2: 5,470 shares 5,470 $1.01M 0.19% -62 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: 1,823 shares; 2024Q4: 2,041 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,354 shares; 2025Q4: not reported; 2026Q1: 4,122 shares; 2026Q2: 4,608 shares 4,608 $980K 0.18% +486 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: 8,316 shares; 2025Q4: 8,566 shares; 2026Q1: 8,055 shares; 2026Q2: 7,003 shares 7,003 $978K 0.18% -1,052 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,077 shares; 2024Q4: 8,093 shares; 2025Q1: 9,378 shares; 2025Q2: 9,110 shares; 2025Q3: 8,894 shares; 2025Q4: 9,401 shares; 2026Q1: 8,412 shares; 2026Q2: 6,584 shares 6,584 $965K 0.18% -1,828 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,197 shares; 2024Q4: 2,197 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,236 shares; 2025Q4: not reported; 2026Q1: 2,236 shares; 2026Q2: 2,236 shares 2,236 $953K 0.17% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,938 shares; 2024Q4: 9,943 shares; 2025Q1: 9,716 shares; 2025Q2: 8,949 shares; 2025Q3: 8,892 shares; 2025Q4: 7,524 shares; 2026Q1: 7,402 shares; 2026Q2: 6,838 shares 6,838 $951K 0.17% -564 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: 13,389 shares; 2024Q4: 12,999 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,586 shares; 2025Q4: 12,191 shares; 2026Q1: 9,381 shares; 2026Q2: 9,548 shares 9,548 $921K 0.17% +167 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,972 shares; 2026Q2: 5,172 shares 5,172 $912K 0.17% +200 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,888 shares; 2024Q4: 21,888 shares; 2025Q1: 23,888 shares; 2025Q2: 23,688 shares; 2025Q3: 23,688 shares; 2025Q4: 23,688 shares; 2026Q1: 23,688 shares; 2026Q2: 23,688 shares 23,688 $871K 0.16% 0 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,474 shares; 2024Q4: 39,474 shares; 2025Q1: 39,596 shares; 2025Q2: 40,574 shares; 2025Q3: 39,474 shares; 2025Q4: 39,596 shares; 2026Q1: 39,474 shares; 2026Q2: 39,474 shares 39,474 $870K 0.16% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,838 shares; 2024Q4: 7,844 shares; 2025Q1: 7,509 shares; 2025Q2: 7,154 shares; 2025Q3: 7,154 shares; 2025Q4: 7,118 shares; 2026Q1: 7,070 shares; 2026Q2: 6,800 shares 6,800 $859K 0.16% -270 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,494 shares; 2024Q4: 21,494 shares; 2025Q1: 21,494 shares; 2025Q2: 19,944 shares; 2025Q3: 19,741 shares; 2025Q4: 19,878 shares; 2026Q1: 17,841 shares; 2026Q2: 17,841 shares 17,841 $848K 0.16% 0 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: 1,312 shares; 2026Q1: 1,251 shares; 2026Q2: 1,435 shares 1,435 $834K 0.15% +184 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: 2,663 shares; 2024Q4: 2,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,734 shares; 2025Q4: 7,705 shares; 2026Q1: 2,824 shares; 2026Q2: 2,770 shares 2,770 $832K 0.15% -54 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,501 shares; 2025Q3: 4,491 shares; 2025Q4: 4,373 shares; 2026Q1: 4,887 shares; 2026Q2: 4,875 shares 4,875 $813K 0.15% -12 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,253 shares; 2024Q4: 17,514 shares; 2025Q1: 7,083 shares; 2025Q2: 6,995 shares; 2025Q3: 4,966 shares; 2025Q4: 4,950 shares; 2026Q1: 4,948 shares; 2026Q2: 4,925 shares 4,925 $796K 0.15% -23 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,788 shares; 2024Q4: 6,701 shares; 2025Q1: 6,728 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,740 shares; 2026Q1: 6,701 shares; 2026Q2: 6,701 shares 6,701 $793K 0.15% 0 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: 2,728 shares; 2024Q4: 2,627 shares; 2025Q1: 3,583 shares; 2025Q2: 2,402 shares; 2025Q3: 2,304 shares; 2025Q4: 3,298 shares; 2026Q1: 2,115 shares; 2026Q2: 2,235 shares 2,235 $792K 0.15% +120 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: 3,092 shares; 2024Q4: 3,092 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 89,590 shares; 2026Q1: 3,128 shares; 2026Q2: 3,128 shares 3,128 $789K 0.14% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,366 shares; 2024Q4: 3,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,366 shares; 2025Q4: 2,970 shares; 2026Q1: 6,370 shares; 2026Q2: 6,370 shares 6,370 $766K 0.14% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 236 shares; 2026Q2: 236 shares 236 $754K 0.14% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 1,500 shares; 2025Q1: 1,237 shares; 2025Q2: 1,189 shares; 2025Q3: 1,188 shares; 2025Q4: 1,198 shares; 2026Q1: 1,189 shares; 2026Q2: 1,188 shares 1,188 $754K 0.14% -1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,363 shares; 2025Q3: 6,363 shares; 2025Q4: 6,438 shares; 2026Q1: 6,361 shares; 2026Q2: 6,361 shares 6,361 $726K 0.13% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,025 shares; 2024Q4: 42,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,274 shares; 2025Q4: 16,713 shares; 2026Q1: 15,972 shares; 2026Q2: 13,969 shares 13,969 $713K 0.13% -2,003 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: 7,834 shares; 2024Q4: 7,834 shares; 2025Q1: 7,851 shares; 2025Q2: 7,768 shares; 2025Q3: 7,768 shares; 2025Q4: 7,827 shares; 2026Q1: 7,768 shares; 2026Q2: 7,768 shares 7,768 $712K 0.13% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,774 shares; 2024Q4: 3,489 shares; 2025Q1: 3,505 shares; 2025Q2: 3,889 shares; 2025Q3: 3,156 shares; 2025Q4: 3,173 shares; 2026Q1: 3,150 shares; 2026Q2: 3,150 shares 3,150 $696K 0.13% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 830 shares; 2025Q2: 810 shares; 2025Q3: 812 shares; 2025Q4: 634 shares; 2026Q1: 615 shares; 2026Q2: 612 shares 612 $693K 0.13% -3 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: 6,414 shares; 2024Q4: 6,446 shares; 2025Q1: 5,955 shares; 2025Q2: 5,916 shares; 2025Q3: 5,915 shares; 2025Q4: 5,821 shares; 2026Q1: 5,834 shares; 2026Q2: 5,867 shares 5,867 $685K 0.13% +33 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,392 shares; 2024Q4: 66,414 shares; 2025Q1: 64,609 shares; 2025Q2: 63,116 shares; 2025Q3: 8,088 shares; 2025Q4: 6,697 shares; 2026Q1: 13,668 shares; 2026Q2: 13,643 shares 13,643 $684K 0.13% -25 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,896 shares; 2024Q4: 40,129 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,633 shares; 2025Q4: not reported; 2026Q1: 15,896 shares; 2026Q2: 14,720 shares 14,720 $679K 0.12% -1,176 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,863 shares; 2024Q4: 2,862 shares; 2025Q1: 3,091 shares; 2025Q2: 2,840 shares; 2025Q3: 2,646 shares; 2025Q4: 2,893 shares; 2026Q1: 2,497 shares; 2026Q2: 2,466 shares 2,466 $667K 0.12% -31 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 5,931 shares; 2025Q1: 5,931 shares; 2025Q2: 5,931 shares; 2025Q3: 5,931 shares; 2025Q4: 5,931 shares; 2026Q1: 5,931 shares; 2026Q2: 5,931 shares 5,931 $666K 0.12% 0 Timeline ICVT 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: 5,438 shares 5,438 $662K 0.12% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,445 shares; 2024Q4: 8,445 shares; 2025Q1: 8,941 shares; 2025Q2: 8,445 shares; 2025Q3: 8,445 shares; 2025Q4: 8,586 shares; 2026Q1: 8,090 shares; 2026Q2: 8,090 shares 8,090 $648K 0.12% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,455 shares; 2024Q4: 11,455 shares; 2025Q1: 11,455 shares; 2025Q2: 11,455 shares; 2025Q3: 11,455 shares; 2025Q4: 11,455 shares; 2026Q1: 11,455 shares; 2026Q2: 11,455 shares 11,455 $644K 0.12% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,469 shares; 2025Q3: 1,450 shares; 2025Q4: 1,455 shares; 2026Q1: 1,387 shares; 2026Q2: 1,261 shares 1,261 $642K 0.12% -126 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,922 shares; 2024Q4: 10,425 shares; 2025Q1: 10,425 shares; 2025Q2: 9,613 shares; 2025Q3: 8,702 shares; 2025Q4: 8,051 shares; 2026Q1: 8,039 shares; 2026Q2: 7,791 shares 7,791 $642K 0.12% -248 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,810 shares 1,810 $642K 0.12% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,799 shares; 2025Q4: not reported; 2026Q1: 12,987 shares; 2026Q2: 11,997 shares 11,997 $607K 0.11% -990 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: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,705 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 2,208 shares; 2026Q1: 2,208 shares; 2026Q2: 2,208 shares 2,208 $575K 0.11% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,417 shares; 2024Q4: 6,104 shares; 2025Q1: 30,497 shares; 2025Q2: 6,366 shares; 2025Q3: 9,045 shares; 2025Q4: 8,507 shares; 2026Q1: 7,996 shares; 2026Q2: 8,006 shares 8,006 $570K 0.1% +10 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,600 shares; 2025Q1: 1,686 shares; 2025Q2: 1,563 shares; 2025Q3: 1,564 shares; 2025Q4: 1,690 shares; 2026Q1: 1,596 shares; 2026Q2: 1,598 shares 1,598 $564K 0.1% +2 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,787 shares; 2024Q4: 8,741 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,243 shares; 2025Q4: 8,243 shares; 2026Q1: 13,243 shares; 2026Q2: 13,218 shares 13,218 $561K 0.1% -25 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: 6,030 shares; 2024Q4: 6,018 shares; 2025Q1: 6,590 shares; 2025Q2: 5,958 shares; 2025Q3: 5,370 shares; 2025Q4: 5,429 shares; 2026Q1: 4,802 shares; 2026Q2: 4,732 shares 4,732 $556K 0.1% -70 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,835 shares; 2024Q4: 1,831 shares; 2025Q1: 1,841 shares; 2025Q2: 1,782 shares; 2025Q3: 1,754 shares; 2025Q4: 1,756 shares; 2026Q1: 1,750 shares; 2026Q2: 1,750 shares 1,750 $551K 0.1% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,962 shares; 2024Q4: 3,964 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,962 shares; 2025Q4: 117,301 shares; 2026Q1: 3,084 shares; 2026Q2: 3,084 shares 3,084 $551K 0.1% 0 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: 10,787 shares; 2024Q4: 10,789 shares; 2025Q1: 13,805 shares; 2025Q2: 10,869 shares; 2025Q3: 10,489 shares; 2025Q4: 14,202 shares; 2026Q1: 9,989 shares; 2026Q2: 9,629 shares 9,629 $549K 0.1% -360 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,123 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,600 shares; 2025Q4: not reported; 2026Q1: 1,759 shares; 2026Q2: 1,807 shares 1,807 $548K 0.1% +48 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,205 shares; 2024Q4: 1,206 shares; 2025Q1: 1,533 shares; 2025Q2: 1,161 shares; 2025Q3: 1,142 shares; 2025Q4: 1,170 shares; 2026Q1: 1,139 shares; 2026Q2: 1,037 shares 1,037 $542K 0.1% -102 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,816 shares; 2024Q4: 1,824 shares; 2025Q1: 1,850 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,826 shares; 2026Q1: 1,799 shares; 2026Q2: 1,988 shares 1,988 $541K 0.1% +189 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,807 shares 1,807 $538K 0.1% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 3,015 shares; 2025Q1: 3,473 shares; 2025Q2: 3,365 shares; 2025Q3: 3,365 shares; 2025Q4: 3,475 shares; 2026Q1: 3,365 shares; 2026Q2: 3,365 shares 3,365 $534K 0.1% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,593 shares; 2025Q1: 11,495 shares; 2025Q2: 10,335 shares; 2025Q3: 9,393 shares; 2025Q4: 14,817 shares; 2026Q1: 14,077 shares; 2026Q2: 12,505 shares 12,505 $533K 0.1% -1,572 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 2,855 shares; 2026Q1: 2,855 shares; 2026Q2: 2,855 shares 2,855 $530K 0.1% 0 Timeline DFEV 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: 21,226 shares; 2026Q2: 12,210 shares 12,210 $521K 0.1% -9,016 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,354 shares; 2024Q4: 6,504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,341 shares; 2025Q4: not reported; 2026Q1: 6,551 shares; 2026Q2: 6,637 shares 6,637 $518K 0.09% +86 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,228 shares; 2026Q2: 5,028 shares 5,028 $518K 0.09% -3,200 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: 2,643 shares; 2024Q4: 2,632 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,630 shares; 2025Q4: not reported; 2026Q1: 2,282 shares; 2026Q2: 2,282 shares 2,282 $518K 0.09% 0 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,594 shares; 2025Q4: 6,591 shares; 2026Q1: 6,706 shares; 2026Q2: 6,699 shares 6,699 $518K 0.09% -7 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: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,488 shares; 2025Q2: 4,464 shares; 2025Q3: 4,355 shares; 2025Q4: 4,465 shares; 2026Q1: 4,355 shares; 2026Q2: 4,055 shares 4,055 $513K 0.09% -300 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,488 shares; 2024Q4: 26,045 shares; 2025Q1: 68,544 shares; 2025Q2: 46,999 shares; 2025Q3: 41,287 shares; 2025Q4: 28,173 shares; 2026Q1: 24,511 shares; 2026Q2: 24,513 shares 24,513 $507K 0.09% +2 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,441 shares; 2024Q4: 12,442 shares; 2025Q1: 12,417 shares; 2025Q2: 12,268 shares; 2025Q3: 11,783 shares; 2025Q4: 11,907 shares; 2026Q1: 11,783 shares; 2026Q2: 11,257 shares 11,257 $505K 0.09% -526 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: 6,277 shares; 2024Q4: 6,211 shares; 2025Q1: 6,436 shares; 2025Q2: 6,212 shares; 2025Q3: 6,204 shares; 2025Q4: 14,705 shares; 2026Q1: 13,377 shares; 2026Q2: 6,103 shares 6,103 $504K 0.09% -7,274 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,922 shares; 2024Q4: 6,072 shares; 2025Q1: 5,617 shares; 2025Q2: 5,584 shares; 2025Q3: 5,584 shares; 2025Q4: 5,159 shares; 2026Q1: 5,262 shares; 2026Q2: 5,262 shares 5,262 $504K 0.09% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,145 shares; 2024Q4: 47,610 shares; 2025Q1: 53,385 shares; 2025Q2: 47,610 shares; 2025Q3: 47,610 shares; 2025Q4: 39,435 shares; 2026Q1: 19,160 shares; 2026Q2: 19,160 shares 19,160 $496K 0.09% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,301 shares 10,301 $488K 0.09% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,328 shares; 2024Q4: 6,403 shares; 2025Q1: 5,431 shares; 2025Q2: 5,137 shares; 2025Q3: 5,141 shares; 2025Q4: 5,036 shares; 2026Q1: 4,865 shares; 2026Q2: 4,759 shares 4,759 $486K 0.09% -106 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: 1,439 shares; 2026Q1: 2,245 shares; 2026Q2: 2,216 shares 2,216 $480K 0.09% -29 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,386 shares; 2024Q4: 3,386 shares; 2025Q1: 3,414 shares; 2025Q2: 3,040 shares; 2025Q3: 3,040 shares; 2025Q4: 3,121 shares; 2026Q1: 3,041 shares; 2026Q2: 2,948 shares 2,948 $477K 0.09% -93 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 5,020 shares; 2026Q1: 4,995 shares; 2026Q2: 4,995 shares 4,995 $460K 0.08% 0 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: 260 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 267 shares; 2025Q4: 273 shares; 2026Q1: 275 shares; 2026Q2: 270 shares 270 $459K 0.08% -5 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,694 shares 7,694 $456K 0.08% new Timeline ITM 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: 7,729 shares; 2025Q4: 9,040 shares; 2026Q1: 7,844 shares; 2026Q2: 9,694 shares 9,694 $456K 0.08% +1,850 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,992 shares; 2024Q4: 7,492 shares; 2025Q1: 7,757 shares; 2025Q2: 7,660 shares; 2025Q3: 8,586 shares; 2025Q4: 9,065 shares; 2026Q1: 9,382 shares; 2026Q2: 9,382 shares 9,382 $450K 0.08% 0 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: 11,308 shares; 2024Q4: 11,307 shares; 2025Q1: 11,847 shares; 2025Q2: 11,093 shares; 2025Q3: 11,091 shares; 2025Q4: 11,134 shares; 2026Q1: 9,590 shares; 2026Q2: 6,234 shares 6,234 $448K 0.08% -3,356 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: 5,335 shares; 2024Q4: 5,498 shares; 2025Q1: 5,561 shares; 2025Q2: 5,285 shares; 2025Q3: 4,785 shares; 2025Q4: 4,949 shares; 2026Q1: 4,953 shares; 2026Q2: 4,929 shares 4,929 $447K 0.08% -24 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,873 shares; 2024Q4: 4,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,415 shares; 2025Q4: not reported; 2026Q1: 4,199 shares; 2026Q2: 4,045 shares 4,045 $446K 0.08% -154 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,607 shares 2,607 $445K 0.08% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 708 shares; 2025Q4: not reported; 2026Q1: 852 shares; 2026Q2: 1,086 shares 1,086 $445K 0.08% +234 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,262 shares; 2024Q4: 3,262 shares; 2025Q1: 3,313 shares; 2025Q2: 3,321 shares; 2025Q3: 2,871 shares; 2025Q4: 3,979 shares; 2026Q1: 2,562 shares; 2026Q2: 2,824 shares 2,824 $442K 0.08% +262 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: 4,553 shares; 2024Q4: 4,239 shares; 2025Q1: 4,608 shares; 2025Q2: 4,241 shares; 2025Q3: 3,191 shares; 2025Q4: 3,687 shares; 2026Q1: 3,118 shares; 2026Q2: 3,149 shares 3,149 $441K 0.08% +31 Timeline SPHY 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: not reported; 2025Q4: not reported; 2026Q1: 16,885 shares; 2026Q2: 18,736 shares 18,736 $439K 0.08% +1,851 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,940 shares; 2024Q4: 46,446 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,929 shares; 2025Q4: 7,175 shares; 2026Q1: 7,105 shares; 2026Q2: 5,190 shares 5,190 $435K 0.08% -1,915 Timeline AURA AURA BIOSCIENCES INC More: the full row for AURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,322 shares; 2024Q4: 60,322 shares; 2025Q1: 60,322 shares; 2025Q2: 60,322 shares; 2025Q3: 60,322 shares; 2025Q4: 60,322 shares; 2026Q1: 60,322 shares; 2026Q2: 60,322 shares 60,322 $428K 0.08% 0 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,843 shares; 2025Q4: not reported; 2026Q1: 4,461 shares; 2026Q2: 5,010 shares 5,010 $428K 0.08% +549 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 414 shares; 2025Q1: 465 shares; 2025Q2: 394 shares; 2025Q3: not reported; 2025Q4: 305 shares; 2026Q1: not reported; 2026Q2: 214 shares 214 $425K 0.08% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,773 shares; 2024Q4: 11,773 shares; 2025Q1: 11,773 shares; 2025Q2: 10,625 shares; 2025Q3: 10,379 shares; 2025Q4: 9,813 shares; 2026Q1: 10,035 shares; 2026Q2: 10,037 shares 10,037 $423K 0.08% +2 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,820 shares; 2024Q4: 8,822 shares; 2025Q1: 8,873 shares; 2025Q2: 8,930 shares; 2025Q3: 7,256 shares; 2025Q4: 7,937 shares; 2026Q1: 7,160 shares; 2026Q2: 7,162 shares 7,162 $413K 0.08% +2 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,545 shares; 2024Q4: 5,187 shares; 2025Q1: 12,727 shares; 2025Q2: 20,083 shares; 2025Q3: 5,214 shares; 2025Q4: 5,362 shares; 2026Q1: 5,164 shares; 2026Q2: 5,264 shares 5,264 $410K 0.08% +100 Timeline BBHY J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,003 shares; 2024Q4: 6,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,623 shares; 2025Q4: not reported; 2026Q1: 8,727 shares; 2026Q2: 8,773 shares 8,773 $404K 0.07% +46 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,610 shares 1,610 $399K 0.07% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: 785 shares; 2025Q1: 764 shares; 2025Q2: 780 shares; 2025Q3: 780 shares; 2025Q4: 774 shares; 2026Q1: 745 shares; 2026Q2: 745 shares 745 $392K 0.07% 0 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: 4,341 shares; 2024Q4: 4,351 shares; 2025Q1: 4,040 shares; 2025Q2: 3,554 shares; 2025Q3: not reported; 2025Q4: 3,074 shares; 2026Q1: 2,576 shares; 2026Q2: 2,984 shares 2,984 $383K 0.07% +408 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,197 shares; 2024Q4: 1,194 shares; 2025Q1: 1,179 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 945 shares 945 $376K 0.07% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 1,156 shares; 2025Q1: 1,174 shares; 2025Q2: not reported; 2025Q3: 883 shares; 2025Q4: 1,313 shares; 2026Q1: 983 shares; 2026Q2: 900 shares 900 $374K 0.07% -83 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,716 shares; 2025Q4: 6,820 shares; 2026Q1: 6,775 shares; 2026Q2: 6,819 shares 6,819 $365K 0.07% +44 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,537 shares; 2024Q4: 2,437 shares; 2025Q1: 2,446 shares; 2025Q2: 2,248 shares; 2025Q3: 2,169 shares; 2025Q4: 2,298 shares; 2026Q1: 2,217 shares; 2026Q2: 2,218 shares 2,218 $363K 0.07% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,231 shares 4,231 $362K 0.07% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,255 shares; 2024Q4: 9,275 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,652 shares; 2025Q4: 7,652 shares; 2026Q1: 7,652 shares; 2026Q2: 7,652 shares 7,652 $358K 0.07% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,683 shares; 2024Q4: 4,795 shares; 2025Q1: 4,914 shares; 2025Q2: 4,495 shares; 2025Q3: 4,230 shares; 2025Q4: 4,053 shares; 2026Q1: 3,681 shares; 2026Q2: 3,680 shares 3,680 $353K 0.06% -1 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: 2,779 shares; 2024Q4: 2,779 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,779 shares; 2025Q4: 42,741 shares; 2026Q1: 2,471 shares; 2026Q2: 2,471 shares 2,471 $340K 0.06% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,297 shares; 2024Q4: 9,297 shares; 2025Q1: 9,297 shares; 2025Q2: 9,297 shares; 2025Q3: 9,297 shares; 2025Q4: 9,297 shares; 2026Q1: 9,297 shares; 2026Q2: 9,297 shares 9,297 $339K 0.06% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 217 shares; 2025Q2: 217 shares; 2025Q3: 217 shares; 2025Q4: 217 shares; 2026Q1: 217 shares; 2026Q2: 252 shares 252 $336K 0.06% +35 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: not reported; 2026Q1: 845 shares; 2026Q2: 845 shares 845 $333K 0.06% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,945 shares; 2026Q2: 3,077 shares 3,077 $330K 0.06% +132 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,120 shares; 2025Q4: not reported; 2026Q1: 8,191 shares; 2026Q2: 8,220 shares 8,220 $330K 0.06% +29 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 5,337 shares; 2026Q2: 3,252 shares 3,252 $328K 0.06% -2,085 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,377 shares; 2024Q4: 1,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,098 shares; 2025Q4: not reported; 2026Q1: 1,083 shares; 2026Q2: 4,058 shares 4,058 $327K 0.06% +2,975 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,535 shares; 2025Q1: not reported; 2025Q2: 2,675 shares; 2025Q3: 1,901 shares; 2025Q4: 2,248 shares; 2026Q1: not reported; 2026Q2: 1,904 shares 1,904 $324K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,940 shares; 2024Q4: 5,950 shares; 2025Q1: 5,963 shares; 2025Q2: 5,861 shares; 2025Q3: not reported; 2025Q4: 5,316 shares; 2026Q1: 5,321 shares; 2026Q2: 5,321 shares 5,321 $321K 0.06% 0 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: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 61 shares; 2025Q4: 61 shares; 2026Q1: 71 shares; 2026Q2: 1,775 shares 1,775 $316K 0.06% +1,704 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2026Q2: 2,081 shares 2,081 $314K 0.06% new Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,441 shares 17,441 $311K 0.06% new Timeline SLYV 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: 3,009 shares; 2024Q4: 2,888 shares; 2025Q1: 81,941 shares; 2025Q2: 3,219 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares; 2026Q1: 3,029 shares; 2026Q2: 2,843 shares 2,843 $310K 0.06% -186 Timeline CHCT COMMUNITY HEALTHCARE TR INC More: the full row for COMMUNITY HEALTHCARE TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,532 shares; 2024Q4: 20,232 shares; 2025Q1: 20,432 shares; 2025Q2: 17,432 shares; 2025Q3: 17,385 shares; 2025Q4: 16,885 shares; 2026Q1: 16,885 shares; 2026Q2: 16,885 shares 16,885 $309K 0.06% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,588 shares; 2024Q4: 1,583 shares; 2025Q1: 1,583 shares; 2025Q2: 1,417 shares; 2025Q3: 1,400 shares; 2025Q4: 1,405 shares; 2026Q1: 1,288 shares; 2026Q2: 1,288 shares 1,288 $308K 0.06% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,200 shares; 2024Q4: 15,200 shares; 2025Q1: 15,200 shares; 2025Q2: not reported; 2025Q3: 15,200 shares; 2025Q4: 15,200 shares; 2026Q1: 15,200 shares; 2026Q2: 15,200 shares 15,200 $307K 0.06% 0 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,135 shares; 2026Q1: 8,612 shares; 2026Q2: 7,290 shares 7,290 $305K 0.06% -1,322 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,790 shares; 2025Q2: not reported; 2025Q3: 5,500 shares; 2025Q4: 5,792 shares; 2026Q1: 5,502 shares; 2026Q2: 5,500 shares 5,500 $304K 0.06% -2 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,285 shares; 2025Q4: 19,831 shares; 2026Q1: 2,630 shares; 2026Q2: 2,570 shares 2,570 $301K 0.06% -60 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: 3,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,055 shares; 2026Q1: not reported; 2026Q2: 3,661 shares 3,661 $301K 0.06% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,564 shares; 2024Q4: 5,759 shares; 2025Q1: 7,390 shares; 2025Q2: 8,055 shares; 2025Q3: 6,807 shares; 2025Q4: 5,591 shares; 2026Q1: 4,164 shares; 2026Q2: 4,164 shares 4,164 $300K 0.06% 0 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: 9,336 shares; 2025Q1: 9,561 shares; 2025Q2: 9,336 shares; 2025Q3: 9,336 shares; 2025Q4: 9,487 shares; 2026Q1: 9,118 shares; 2026Q2: 9,367 shares 9,367 $299K 0.05% +249 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,979 shares; 2024Q4: 1,979 shares; 2025Q1: 1,962 shares; 2025Q2: 1,948 shares; 2025Q3: 1,419 shares; 2025Q4: not reported; 2026Q1: 1,162 shares; 2026Q2: 1,162 shares 1,162 $297K 0.05% 0 Timeline FYC 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: not reported; 2026Q1: 3,468 shares; 2026Q2: 2,320 shares 2,320 $295K 0.05% -1,148 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 881 shares 881 $295K 0.05% new Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 885 shares 885 $295K 0.05% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,385 shares; 2026Q2: 6,241 shares 6,241 $283K 0.05% -144 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,407 shares 1,407 $281K 0.05% new Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,244 shares 3,244 $278K 0.05% new Timeline MAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,469 shares 11,469 $276K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 613 shares; 2025Q2: 569 shares; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 569 shares; 2026Q2: 554 shares 554 $275K 0.05% -15 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: not reported; 2025Q4: 1,277 shares; 2026Q1: not reported; 2026Q2: 1,153 shares 1,153 $274K 0.05% new Timeline XMMO 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: 3,619 shares; 2024Q4: 3,642 shares; 2025Q1: 2,228 shares; 2025Q2: 6,603 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,598 shares 1,598 $272K 0.05% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,445 shares; 2025Q3: 3,485 shares; 2025Q4: 4,067 shares; 2026Q1: not reported; 2026Q2: 2,601 shares 2,601 $268K 0.05% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,776 shares; 2024Q4: 4,776 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,357 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,614 shares 1,614 $266K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,853 shares; 2025Q4: not reported; 2026Q1: 8,336 shares; 2026Q2: 8,350 shares 8,350 $265K 0.05% +14 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,335 shares 6,335 $264K 0.05% new Timeline AOA 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: 2,701 shares 2,701 $264K 0.05% new Timeline JMSI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,220 shares 5,220 $263K 0.05% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: not reported; 2026Q2: 3,186 shares 3,186 $263K 0.05% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 7,744 shares 7,744 $262K 0.05% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 644 shares; 2025Q2: 622 shares; 2025Q3: 570 shares; 2025Q4: 606 shares; 2026Q1: 520 shares; 2026Q2: 520 shares 520 $261K 0.05% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,246 shares; 2025Q1: 3,497 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,352 shares; 2026Q1: not reported; 2026Q2: 2,417 shares 2,417 $260K 0.05% new Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,880 shares 5,880 $257K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,202 shares; 2026Q1: not reported; 2026Q2: 1,264 shares 1,264 $254K 0.05% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,284 shares 3,284 $253K 0.05% new Timeline