AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 171,691 shares; 2024Q4: 174,652 shares; 2025Q1: 167,132 shares; 2025Q2: 162,326 shares; 2025Q3: 161,904 shares; 2025Q4: 171,564 shares; 2026Q1: 118,442 shares; 2026Q2: 103,464 shares 103,464 $29.9M 7.51% -14,978 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 491,761 shares; 2024Q4: 390,582 shares; 2025Q1: 413,081 shares; 2025Q2: 468,136 shares; 2025Q3: 579,521 shares; 2025Q4: 588,371 shares; 2026Q1: 590,157 shares; 2026Q2: 610,254 shares 610,254 $26.1M 6.54% +20,097 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,194 shares; 2024Q4: 23,901 shares; 2025Q1: 25,400 shares; 2025Q2: 26,434 shares; 2025Q3: 207,041 shares; 2025Q4: 489,463 shares; 2026Q1: 682,255 shares; 2026Q2: 358,003 shares 358,003 $18.3M 4.59% -324,252 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: 46,462 shares; 2024Q4: 46,801 shares; 2025Q1: 46,337 shares; 2025Q2: 49,904 shares; 2025Q3: 51,492 shares; 2025Q4: 52,885 shares; 2026Q1: 53,653 shares; 2026Q2: 216,882 shares 216,882 $17.5M 4.38% +163,229 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 260,486 shares; 2024Q4: 210,421 shares; 2025Q1: 217,226 shares; 2025Q2: 234,876 shares; 2025Q3: 279,514 shares; 2025Q4: 285,507 shares; 2026Q1: 287,006 shares; 2026Q2: 291,869 shares 291,869 $13.3M 3.33% +4,863 Timeline MGC 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: 46,333 shares; 2024Q4: 46,314 shares; 2025Q1: 46,009 shares; 2025Q2: 47,051 shares; 2025Q3: 47,552 shares; 2025Q4: 47,521 shares; 2026Q1: 48,088 shares; 2026Q2: 48,100 shares 48,100 $13.2M 3.3% +12 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: 132,318 shares; 2024Q4: 134,226 shares; 2025Q1: 135,332 shares; 2025Q2: 142,482 shares; 2025Q3: 154,910 shares; 2025Q4: 162,294 shares; 2026Q1: 168,002 shares; 2026Q2: 172,855 shares 172,855 $13.1M 3.29% +4,853 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,821 shares; 2024Q4: 395,774 shares; 2025Q1: 385,711 shares; 2025Q2: 378,784 shares; 2025Q3: 383,491 shares; 2025Q4: 380,558 shares; 2026Q1: 377,754 shares; 2026Q2: 377,702 shares 377,702 $12.8M 3.21% -52 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: 32,672 shares; 2024Q4: 33,213 shares; 2025Q1: 33,368 shares; 2025Q2: 35,042 shares; 2025Q3: 36,488 shares; 2025Q4: 37,004 shares; 2026Q1: 37,101 shares; 2026Q2: 37,370 shares 37,370 $11.3M 2.84% +269 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: 65,018 shares; 2024Q4: 101,897 shares; 2025Q1: 74,214 shares; 2025Q2: 49,953 shares; 2025Q3: 45,086 shares; 2025Q4: 43,466 shares; 2026Q1: 40,185 shares; 2026Q2: 49,597 shares 49,597 $9.92M 2.49% +9,412 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,645 shares 89,645 $7.26M 1.82% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,923 shares; 2024Q4: 87,665 shares; 2025Q1: 81,482 shares; 2025Q2: 82,558 shares; 2025Q3: 88,179 shares; 2025Q4: 88,982 shares; 2026Q1: 88,036 shares; 2026Q2: 89,155 shares 89,155 $6.73M 1.69% +1,119 Timeline VBR 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: 19,284 shares; 2024Q4: 19,461 shares; 2025Q1: 18,902 shares; 2025Q2: 18,706 shares; 2025Q3: 20,254 shares; 2025Q4: 20,739 shares; 2026Q1: 20,845 shares; 2026Q2: 21,014 shares 21,014 $5.11M 1.28% +169 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: 15,459 shares; 2024Q4: 15,452 shares; 2025Q1: 15,280 shares; 2025Q2: 7,717 shares; 2025Q3: 7,677 shares; 2025Q4: 8,302 shares; 2026Q1: 8,087 shares; 2026Q2: 15,119 shares 15,119 $4.95M 1.24% +7,032 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,286 shares; 2024Q4: 2,976 shares; 2025Q1: 2,932 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,426 shares; 2026Q1: 35,700 shares; 2026Q2: 48,694 shares 48,694 $4.46M 1.12% +12,994 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: 6,605 shares; 2024Q4: 6,601 shares; 2025Q1: 6,526 shares; 2025Q2: 6,218 shares; 2025Q3: 6,149 shares; 2025Q4: 6,124 shares; 2026Q1: 5,995 shares; 2026Q2: 12,698 shares 12,698 $4.36M 1.09% +6,703 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,380 shares; 2024Q4: 4,377 shares; 2025Q1: 4,372 shares; 2025Q2: 4,664 shares; 2025Q3: 4,639 shares; 2025Q4: 4,525 shares; 2026Q1: 6,066 shares; 2026Q2: 3,929 shares 3,929 $3.68M 0.92% -2,137 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,127 shares; 2024Q4: 41,683 shares; 2025Q1: 46,804 shares; 2025Q2: 49,318 shares; 2025Q3: 45,280 shares; 2025Q4: 45,243 shares; 2026Q1: 46,339 shares; 2026Q2: 46,328 shares 46,328 $3.66M 0.92% -11 Timeline DFCA 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: 37,422 shares; 2024Q4: 39,362 shares; 2025Q1: 39,109 shares; 2025Q2: 39,198 shares; 2025Q3: 47,824 shares; 2025Q4: 53,456 shares; 2026Q1: 66,076 shares; 2026Q2: 71,160 shares 71,160 $3.57M 0.9% +5,084 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: 12,257 shares; 2024Q4: 12,257 shares; 2025Q1: 12,233 shares; 2025Q2: 12,415 shares; 2025Q3: 32,991 shares; 2025Q4: 32,006 shares; 2026Q1: 21,397 shares; 2026Q2: 21,380 shares 21,380 $3.54M 0.89% -17 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: 9,432 shares; 2024Q4: 9,491 shares; 2025Q1: 9,407 shares; 2025Q2: 9,496 shares; 2025Q3: 9,476 shares; 2025Q4: 9,435 shares; 2026Q1: 9,387 shares; 2026Q2: 9,362 shares 9,362 $3.46M 0.87% -25 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,655 shares; 2025Q4: 3,959 shares; 2026Q1: 4,008 shares; 2026Q2: 3,979 shares 3,979 $3.41M 0.86% -29 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: 28,233 shares; 2024Q4: 28,748 shares; 2025Q1: 28,625 shares; 2025Q2: 29,919 shares; 2025Q3: 33,350 shares; 2025Q4: 32,612 shares; 2026Q1: 33,505 shares; 2026Q2: 34,934 shares 34,934 $3.36M 0.84% +1,429 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100,988 shares; 2025Q4: 114,909 shares; 2026Q1: 118,288 shares; 2026Q2: 126,953 shares 126,953 $3.29M 0.83% +8,665 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,053 shares; 2026Q1: 6,162 shares; 2026Q2: 2,829 shares 2,829 $3.27M 0.82% -3,333 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,119 shares; 2024Q4: 3,119 shares; 2025Q1: 3,119 shares; 2025Q2: 3,560 shares; 2025Q3: 3,484 shares; 2025Q4: 3,167 shares; 2026Q1: 3,120 shares; 2026Q2: 12,498 shares 12,498 $3.15M 0.79% +9,378 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,296 shares; 2024Q4: 18,277 shares; 2025Q1: 17,289 shares; 2025Q2: 17,208 shares; 2025Q3: 17,133 shares; 2025Q4: 17,102 shares; 2026Q1: 16,892 shares; 2026Q2: 16,483 shares 16,483 $3.1M 0.78% -409 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: 8,335 shares; 2024Q4: 4,436 shares; 2025Q1: 4,388 shares; 2025Q2: 4,255 shares; 2025Q3: 5,953 shares; 2025Q4: 5,921 shares; 2026Q1: 5,648 shares; 2026Q2: 5,639 shares 5,639 $2.9M 0.73% -9 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,056 shares; 2025Q3: 14,423 shares; 2025Q4: 14,374 shares; 2026Q1: 13,547 shares; 2026Q2: 13,533 shares 13,533 $2.77M 0.7% -14 Timeline VMBS 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: 41,589 shares; 2024Q4: 43,880 shares; 2025Q1: 49,977 shares; 2025Q2: 52,364 shares; 2025Q3: 56,814 shares; 2025Q4: 56,448 shares; 2026Q1: 58,635 shares; 2026Q2: 58,705 shares 58,705 $2.75M 0.69% +70 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,521 shares; 2026Q1: 5,546 shares; 2026Q2: 4,186 shares 4,186 $2.67M 0.67% -1,360 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,754 shares 15,754 $2.66M 0.67% new 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: 5,946 shares; 2026Q2: 10,445 shares 10,445 $2.59M 0.65% +4,499 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,017 shares; 2026Q1: 11,295 shares; 2026Q2: 11,269 shares 11,269 $2.59M 0.65% -26 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,068 shares; 2024Q4: 7,068 shares; 2025Q1: 5,768 shares; 2025Q2: 5,771 shares; 2025Q3: 5,768 shares; 2025Q4: 5,268 shares; 2026Q1: 5,268 shares; 2026Q2: 12,289 shares 12,289 $2.57M 0.64% +7,021 Timeline FTXR 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: 30,577 shares; 2026Q2: 56,335 shares 56,335 $2.57M 0.64% +25,758 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,541 shares; 2024Q4: 13,017 shares; 2025Q1: 6,745 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,623 shares 7,623 $2.55M 0.64% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,470 shares; 2024Q4: 25,350 shares; 2025Q1: 25,265 shares; 2025Q2: 25,080 shares; 2025Q3: 25,048 shares; 2025Q4: 25,064 shares; 2026Q1: 24,668 shares; 2026Q2: 24,502 shares 24,502 $2.52M 0.63% -166 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 158,207 shares 158,207 $2.51M 0.63% new Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,426 shares 11,426 $2.48M 0.62% new 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: 20,973 shares; 2024Q4: 21,007 shares; 2025Q1: 23,654 shares; 2025Q2: 24,747 shares; 2025Q3: 27,084 shares; 2025Q4: 27,089 shares; 2026Q1: 29,621 shares; 2026Q2: 29,501 shares 29,501 $2.44M 0.61% -120 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: 96,211 shares; 2025Q2: 94,911 shares; 2025Q3: 6,787 shares; 2025Q4: 6,687 shares; 2026Q1: 6,687 shares; 2026Q2: 17,346 shares 17,346 $2.42M 0.61% +10,659 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,712 shares; 2024Q4: 16,874 shares; 2025Q1: 16,596 shares; 2025Q2: 17,503 shares; 2025Q3: 19,353 shares; 2025Q4: 18,995 shares; 2026Q1: 17,070 shares; 2026Q2: 16,806 shares 16,806 $2.4M 0.6% -264 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,417 shares 42,417 $2.39M 0.6% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,479 shares; 2025Q3: 31,364 shares; 2025Q4: 31,257 shares; 2026Q1: 29,431 shares; 2026Q2: 29,364 shares 29,364 $2.36M 0.59% -67 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,299 shares; 2024Q4: 5,936 shares; 2025Q1: 5,936 shares; 2025Q2: 5,936 shares; 2025Q3: 5,161 shares; 2025Q4: 5,219 shares; 2026Q1: 27,561 shares; 2026Q2: 26,493 shares 26,493 $2.33M 0.58% -1,068 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 53,398 shares; 2026Q1: 50,291 shares; 2026Q2: 25,673 shares 25,673 $2.32M 0.58% -24,618 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 607 shares; 2024Q4: 607 shares; 2025Q1: 607 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,647 shares 4,647 $2.28M 0.57% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,746 shares 26,746 $2.26M 0.57% new Timeline FTXL 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: 28,781 shares; 2024Q4: 11,976 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,428 shares; 2026Q1: 7,892 shares; 2026Q2: 7,919 shares 7,919 $2.26M 0.57% +27 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: 5,438 shares; 2024Q4: 5,438 shares; 2025Q1: 4,935 shares; 2025Q2: 6,475 shares; 2025Q3: 6,404 shares; 2025Q4: 6,444 shares; 2026Q1: 6,053 shares; 2026Q2: 5,779 shares 5,779 $2.16M 0.54% -274 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: 6,421 shares; 2024Q4: 6,423 shares; 2025Q1: 6,249 shares; 2025Q2: 6,672 shares; 2025Q3: 5,945 shares; 2025Q4: 6,007 shares; 2026Q1: 5,709 shares; 2026Q2: 17,793 shares 17,793 $2.09M 0.52% +12,084 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,701 shares; 2024Q4: 10,694 shares; 2025Q1: 10,603 shares; 2025Q2: 10,119 shares; 2025Q3: 10,007 shares; 2025Q4: 9,943 shares; 2026Q1: 9,797 shares; 2026Q2: 9,670 shares 9,670 $2.05M 0.51% -127 Timeline USRT 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: 27,879 shares; 2026Q2: 29,482 shares 29,482 $1.96M 0.49% +1,603 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: 8,039 shares; 2024Q4: 8,100 shares; 2025Q1: 7,900 shares; 2025Q2: 8,404 shares; 2025Q3: 11,634 shares; 2025Q4: 9,912 shares; 2026Q1: 9,201 shares; 2026Q2: 8,201 shares 8,201 $1.95M 0.49% -1,000 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: 4,995 shares; 2024Q4: 4,981 shares; 2025Q1: 4,981 shares; 2025Q2: 4,993 shares; 2025Q3: 3,907 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares; 2026Q2: 3,784 shares 3,784 $1.89M 0.48% +286 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,496 shares; 2024Q4: 1,763 shares; 2025Q1: 1,726 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 4,263 shares; 2026Q1: 5,797 shares; 2026Q2: 4,263 shares 4,263 $1.87M 0.47% -1,534 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: 5,398 shares; 2024Q4: 5,423 shares; 2025Q1: 4,889 shares; 2025Q2: 5,414 shares; 2025Q3: 5,314 shares; 2025Q4: 5,234 shares; 2026Q1: 5,178 shares; 2026Q2: 5,044 shares 5,044 $1.8M 0.45% -134 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,360 shares; 2024Q4: 17,349 shares; 2025Q1: 16,568 shares; 2025Q2: 16,487 shares; 2025Q3: 16,387 shares; 2025Q4: 16,387 shares; 2026Q1: 16,387 shares; 2026Q2: 16,304 shares 16,304 $1.8M 0.45% -83 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: 16,925 shares; 2024Q4: 17,476 shares; 2025Q1: 19,295 shares; 2025Q2: 20,546 shares; 2025Q3: 21,616 shares; 2025Q4: 21,636 shares; 2026Q1: 21,721 shares; 2026Q2: 21,592 shares 21,592 $1.77M 0.44% -129 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: 3,943 shares; 2024Q4: 3,943 shares; 2025Q1: 3,943 shares; 2025Q2: 4,070 shares; 2025Q3: 4,041 shares; 2025Q4: 4,056 shares; 2026Q1: 4,869 shares; 2026Q2: 4,971 shares 4,971 $1.76M 0.44% +102 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: 12,662 shares; 2024Q4: 6,514 shares; 2025Q1: 5,228 shares; 2025Q2: 5,096 shares; 2025Q3: 4,850 shares; 2025Q4: 4,685 shares; 2026Q1: 4,090 shares; 2026Q2: 4,090 shares 4,090 $1.72M 0.43% 0 Timeline JPIB 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: 34,076 shares; 2025Q4: 34,252 shares; 2026Q1: 34,698 shares; 2026Q2: 34,436 shares 34,436 $1.66M 0.42% -262 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,829 shares; 2024Q4: 4,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,034 shares 20,034 $1.65M 0.41% new Timeline CALI 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: 11,300 shares; 2024Q4: 11,531 shares; 2025Q1: 10,954 shares; 2025Q2: 10,979 shares; 2025Q3: 13,106 shares; 2025Q4: 15,166 shares; 2026Q1: 22,949 shares; 2026Q2: 31,020 shares 31,020 $1.57M 0.39% +8,071 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 62,500 shares 62,500 $1.55M 0.39% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,859 shares 6,859 $1.53M 0.38% new 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: 28,042 shares; 2024Q4: 28,451 shares; 2025Q1: 32,477 shares; 2025Q2: 34,144 shares; 2025Q3: 33,791 shares; 2025Q4: 33,809 shares; 2026Q1: 35,196 shares; 2026Q2: 34,932 shares 34,932 $1.48M 0.37% -264 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS 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: 21,186 shares 21,186 $1.47M 0.37% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,800 shares; 2025Q4: 31,800 shares; 2026Q1: not reported; 2026Q2: 16,528 shares 16,528 $1.44M 0.36% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,153 shares; 2025Q2: 7,560 shares; 2025Q3: 77,221 shares; 2025Q4: 64,320 shares; 2026Q1: 66,767 shares; 2026Q2: 68,706 shares 68,706 $1.42M 0.36% +1,939 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 59,615 shares 59,615 $1.41M 0.35% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,551 shares 6,551 $1.39M 0.35% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,716 shares 13,716 $1.39M 0.35% new 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: 9,854 shares; 2024Q4: 10,254 shares; 2025Q1: 10,260 shares; 2025Q2: 11,279 shares; 2025Q3: 10,613 shares; 2025Q4: 9,962 shares; 2026Q1: 10,076 shares; 2026Q2: 10,080 shares 10,080 $1.38M 0.35% +4 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,313 shares; 2026Q2: 9,593 shares 9,593 $1.3M 0.32% +8,280 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: 25,388 shares; 2024Q4: 24,568 shares; 2025Q1: 22,984 shares; 2025Q2: 32,984 shares; 2025Q3: 33,237 shares; 2025Q4: 29,728 shares; 2026Q1: 27,097 shares; 2026Q2: 24,003 shares 24,003 $1.21M 0.3% -3,094 Timeline WOLF WOLFSPEED INC More: the full row for WOLFSPEED 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: 25,077 shares 25,077 $1.21M 0.3% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,228 shares 10,228 $1.21M 0.3% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,039 shares 3,039 $1.21M 0.3% new Timeline VSXY VICTORIAS SECRET AND CO More: the full row for VICTORIAS SECRET AND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,390 shares 14,390 $1.2M 0.3% new 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: 24,900 shares; 2026Q1: 24,400 shares; 2026Q2: 4,029 shares 4,029 $1.2M 0.3% -20,371 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,083 shares; 2024Q4: 3,083 shares; 2025Q1: 3,083 shares; 2025Q2: 3,084 shares; 2025Q3: 3,412 shares; 2025Q4: 3,412 shares; 2026Q1: 3,412 shares; 2026Q2: 3,412 shares 3,412 $1.17M 0.29% 0 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: 23,301 shares; 2024Q4: 23,301 shares; 2025Q1: 23,301 shares; 2025Q2: 23,096 shares; 2025Q3: 23,096 shares; 2025Q4: 23,096 shares; 2026Q1: 23,096 shares; 2026Q2: 23,096 shares 23,096 $1.17M 0.29% 0 Timeline VUSB 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: 21,545 shares; 2024Q4: 21,373 shares; 2025Q1: 19,816 shares; 2025Q2: 29,360 shares; 2025Q3: 25,677 shares; 2025Q4: 25,486 shares; 2026Q1: 23,870 shares; 2026Q2: 23,015 shares 23,015 $1.15M 0.29% -855 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,827 shares; 2024Q4: 7,911 shares; 2025Q1: 9,150 shares; 2025Q2: 9,569 shares; 2025Q3: 11,335 shares; 2025Q4: 11,417 shares; 2026Q1: 12,097 shares; 2026Q2: 12,098 shares 12,098 $1.14M 0.29% +1 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: 6,771 shares; 2024Q4: 6,771 shares; 2025Q1: 6,648 shares; 2025Q2: 6,199 shares; 2025Q3: 6,169 shares; 2025Q4: 6,169 shares; 2026Q1: 6,009 shares; 2026Q2: 6,009 shares 6,009 $1.14M 0.29% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 63,065 shares 63,065 $1.14M 0.29% new 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: not reported; 2024Q4: 962 shares; 2025Q1: not reported; 2025Q2: 2,959 shares; 2025Q3: 9,262 shares; 2025Q4: 3,223 shares; 2026Q1: 3,223 shares; 2026Q2: 2,981 shares 2,981 $1.13M 0.28% -242 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,200 shares; 2025Q2: 15,606 shares; 2025Q3: 15,824 shares; 2025Q4: not reported; 2026Q1: 40,700 shares; 2026Q2: 38,100 shares 38,100 $1.12M 0.28% -2,600 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,458 shares; 2025Q3: 31,458 shares; 2025Q4: 26,258 shares; 2026Q1: 26,258 shares; 2026Q2: 26,858 shares 26,858 $1.1M 0.28% +600 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,821 shares 16,821 $1.08M 0.27% new 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: 4,184 shares; 2024Q4: 4,184 shares; 2025Q1: 4,113 shares; 2025Q2: 5,030 shares; 2025Q3: 4,778 shares; 2025Q4: 4,132 shares; 2026Q1: 4,132 shares; 2026Q2: 4,132 shares 4,132 $1.05M 0.26% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,566 shares 4,566 $1.04M 0.26% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,353 shares; 2025Q3: 14,353 shares; 2025Q4: 14,353 shares; 2026Q1: 14,353 shares; 2026Q2: 14,353 shares 14,353 $1.02M 0.26% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 22,703 shares; 2025Q4: 37,388 shares; 2026Q1: 36,688 shares; 2026Q2: 36,768 shares 36,768 $980K 0.25% +80 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,500 shares; 2025Q2: 24,200 shares; 2025Q3: 23,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 18,800 shares 18,800 $948K 0.24% -200 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS 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: 23,204 shares; 2026Q1: 23,750 shares; 2026Q2: 24,006 shares 24,006 $920K 0.23% +256 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 16,769 shares 16,769 $920K 0.23% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,225 shares; 2024Q4: 30,510 shares; 2025Q1: 34,728 shares; 2025Q2: 36,481 shares; 2025Q3: 32,397 shares; 2025Q4: 32,255 shares; 2026Q1: 33,887 shares; 2026Q2: 33,667 shares 33,667 $917K 0.23% -220 Timeline SUB 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: 8,541 shares; 2025Q1: 8,541 shares; 2025Q2: 8,541 shares; 2025Q3: 8,541 shares; 2025Q4: 8,541 shares; 2026Q1: 8,541 shares; 2026Q2: 8,541 shares 8,541 $909K 0.23% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,454 shares; 2025Q3: 8,794 shares; 2025Q4: 8,785 shares; 2026Q1: not reported; 2026Q2: 9,032 shares 9,032 $906K 0.23% new Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,500 shares; 2024Q4: 40,500 shares; 2025Q1: 35,500 shares; 2025Q2: 1,055,500 shares; 2025Q3: 1,055,500 shares; 2025Q4: 1,055,500 shares; 2026Q1: 1,055,500 shares; 2026Q2: 1,055,500 shares 1,055,500 $888K 0.22% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS 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: 42,205 shares; 2026Q2: 42,081 shares 42,081 $864K 0.22% -124 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,332 shares; 2025Q2: 58,552 shares; 2025Q3: 29,937 shares; 2025Q4: 29,937 shares; 2026Q1: 30,105 shares; 2026Q2: 30,395 shares 30,395 $860K 0.22% +290 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: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,391 shares; 2025Q2: 1,391 shares; 2025Q3: 1,355 shares; 2025Q4: 1,333 shares; 2026Q1: 1,204 shares; 2026Q2: 1,106 shares 1,106 $826K 0.21% -98 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: 2,205 shares; 2024Q4: 2,205 shares; 2025Q1: 2,005 shares; 2025Q2: 2,420 shares; 2025Q3: 2,420 shares; 2025Q4: 2,412 shares; 2026Q1: 2,311 shares; 2026Q2: 2,311 shares 2,311 $815K 0.2% 0 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: 5,571 shares; 2024Q4: 4,957 shares; 2025Q1: 4,881 shares; 2025Q2: 5,571 shares; 2025Q3: 5,521 shares; 2025Q4: 5,521 shares; 2026Q1: 5,521 shares; 2026Q2: 5,521 shares 5,521 $810K 0.2% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,571 shares; 2024Q4: 5,608 shares; 2025Q1: 5,570 shares; 2025Q2: 5,593 shares; 2025Q3: 5,598 shares; 2025Q4: 5,544 shares; 2026Q1: 2,135 shares; 2026Q2: 2,096 shares 2,096 $783K 0.2% -39 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,272 shares; 2024Q4: 15,272 shares; 2025Q1: 15,292 shares; 2025Q2: 15,320 shares; 2025Q3: 15,320 shares; 2025Q4: 15,320 shares; 2026Q1: 14,471 shares; 2026Q2: 14,447 shares 14,447 $753K 0.19% -24 Timeline BRK-A 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: not reported; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.19% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,178 shares; 2024Q4: 5,178 shares; 2025Q1: 5,191 shares; 2025Q2: 5,169 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 4,869 shares; 2026Q2: 4,742 shares 4,742 $732K 0.18% -127 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,322 shares; 2025Q2: 6,205 shares; 2025Q3: 5,867 shares; 2025Q4: 5,627 shares; 2026Q1: 5,726 shares; 2026Q2: 5,832 shares 5,832 $645K 0.16% +106 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,850 shares; 2024Q4: 13,341 shares; 2025Q1: 11,742 shares; 2025Q2: 11,763 shares; 2025Q3: 11,799 shares; 2025Q4: 11,799 shares; 2026Q1: 11,799 shares; 2026Q2: 11,737 shares 11,737 $642K 0.16% -62 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: 2,619 shares; 2024Q4: 2,619 shares; 2025Q1: 2,746 shares; 2025Q2: 2,805 shares; 2025Q3: 2,639 shares; 2025Q4: 2,239 shares; 2026Q1: 2,239 shares; 2026Q2: 2,239 shares 2,239 $630K 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: 3,088 shares; 2026Q1: 995 shares; 2026Q2: 1,082 shares 1,082 $629K 0.16% +87 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: not reported; 2024Q4: not reported; 2025Q1: 8,479 shares; 2025Q2: 18,594 shares; 2025Q3: 18,421 shares; 2025Q4: not reported; 2026Q1: 2,608 shares; 2026Q2: 2,624 shares 2,624 $627K 0.16% +16 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,396 shares; 2024Q4: 13,396 shares; 2025Q1: 12,507 shares; 2025Q2: 12,459 shares; 2025Q3: 12,459 shares; 2025Q4: 12,459 shares; 2026Q1: 12,459 shares; 2026Q2: 12,459 shares 12,459 $600K 0.15% 0 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: 1,352 shares; 2024Q4: 1,372 shares; 2025Q1: 6,436 shares; 2025Q2: 585 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 510 shares; 2026Q2: 502 shares 502 $590K 0.15% -8 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: 1,116 shares; 2024Q4: 1,116 shares; 2025Q1: 1,116 shares; 2025Q2: 1,116 shares; 2025Q3: 1,116 shares; 2025Q4: 1,116 shares; 2026Q1: 1,116 shares; 2026Q2: 6,696 shares 6,696 $577K 0.14% +5,580 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,043 shares; 2026Q2: 6,144 shares 6,144 $552K 0.14% +101 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,767 shares; 2024Q4: 4,767 shares; 2025Q1: 4,767 shares; 2025Q2: 4,767 shares; 2025Q3: 4,767 shares; 2025Q4: 4,767 shares; 2026Q1: 4,767 shares; 2026Q2: 4,767 shares 4,767 $530K 0.13% 0 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: 2,683 shares; 2025Q3: 12,905 shares; 2025Q4: 2,656 shares; 2026Q1: 2,579 shares; 2026Q2: 2,568 shares 2,568 $515K 0.13% -11 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: 11,524 shares; 2024Q4: 11,524 shares; 2025Q1: 10,807 shares; 2025Q2: 10,826 shares; 2025Q3: 10,807 shares; 2025Q4: 10,807 shares; 2026Q1: 10,807 shares; 2026Q2: 10,807 shares 10,807 $514K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,633 shares; 2025Q3: 8,558 shares; 2025Q4: 8,558 shares; 2026Q1: 8,558 shares; 2026Q2: 8,558 shares 8,558 $511K 0.13% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,360 shares; 2024Q4: 6,360 shares; 2025Q1: 6,326 shares; 2025Q2: 6,483 shares; 2025Q3: 6,483 shares; 2025Q4: 6,381 shares; 2026Q1: 12,602 shares; 2026Q2: 10,039 shares 10,039 $494K 0.12% -2,563 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,621 shares; 2024Q4: 3,621 shares; 2025Q1: 3,592 shares; 2025Q2: 3,696 shares; 2025Q3: 3,696 shares; 2025Q4: 3,696 shares; 2026Q1: 3,357 shares; 2026Q2: 3,357 shares 3,357 $492K 0.12% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,986 shares; 2024Q4: 1,986 shares; 2025Q1: 1,986 shares; 2025Q2: 1,986 shares; 2025Q3: 1,986 shares; 2025Q4: 1,993 shares; 2026Q1: 1,993 shares; 2026Q2: 2,011 shares 2,011 $478K 0.12% +18 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares; 2026Q2: 3,920 shares 3,920 $469K 0.12% +3,430 Timeline EMLC 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: 17,479 shares; 2025Q4: 17,543 shares; 2026Q1: 17,946 shares; 2026Q2: 17,952 shares 17,952 $459K 0.12% +6 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 720 shares; 2026Q2: 627 shares 627 $453K 0.11% -93 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 2,954 shares; 2025Q1: 2,956 shares; 2025Q2: 2,962 shares; 2025Q3: 2,961 shares; 2025Q4: 2,964 shares; 2026Q1: 2,966 shares; 2026Q2: 2,968 shares 2,968 $450K 0.11% +2 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,395 shares; 2024Q4: 3,395 shares; 2025Q1: 3,395 shares; 2025Q2: 3,395 shares; 2025Q3: 3,649 shares; 2025Q4: 3,735 shares; 2026Q1: 3,735 shares; 2026Q2: 3,781 shares 3,781 $443K 0.11% +46 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: 1,822 shares; 2024Q4: 1,502 shares; 2025Q1: 14,444 shares; 2025Q2: 14,597 shares; 2025Q3: 14,427 shares; 2025Q4: 14,352 shares; 2026Q1: 7,856 shares; 2026Q2: 1,625 shares 1,625 $439K 0.11% -6,231 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 1,028 shares; 2025Q3: 1,028 shares; 2025Q4: 1,028 shares; 2026Q1: 1,028 shares; 2026Q2: 1,028 shares 1,028 $438K 0.11% 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: 131 shares; 2024Q4: 132 shares; 2025Q1: 130 shares; 2025Q2: 129 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 132 shares; 2026Q2: 134 shares 134 $428K 0.11% +2 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: 10,679 shares; 2024Q4: 10,693 shares; 2025Q1: 10,861 shares; 2025Q2: 11,869 shares; 2025Q3: 11,383 shares; 2025Q4: 9,579 shares; 2026Q1: 9,676 shares; 2026Q2: 10,010 shares 10,010 $424K 0.11% +334 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $422K 0.11% 0 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: 8,345 shares; 2024Q4: 8,361 shares; 2025Q1: 7,161 shares; 2025Q2: 7,145 shares; 2025Q3: 6,075 shares; 2025Q4: 4,075 shares; 2026Q1: 4,075 shares; 2026Q2: 4,075 shares 4,075 $416K 0.1% 0 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: 553 shares; 2024Q4: 553 shares; 2025Q1: 1,353 shares; 2025Q2: 953 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 1,943 shares; 2026Q2: 553 shares 553 $407K 0.1% -1,390 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 939 shares; 2025Q3: 1,002 shares; 2025Q4: 1,002 shares; 2026Q1: 1,024 shares; 2026Q2: 1,038 shares 1,038 $400K 0.1% +14 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: 12,736 shares; 2024Q4: 12,636 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 2,336 shares; 2025Q4: 2,458 shares; 2026Q1: 1,836 shares; 2026Q2: 1,836 shares 1,836 $397K 0.1% 0 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: 4,350 shares; 2024Q4: 3,478 shares; 2025Q1: 3,592 shares; 2025Q2: 23,433 shares; 2025Q3: 22,291 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares; 2026Q2: 3,472 shares 3,472 $393K 0.1% 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: 2,948 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 3,089 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares; 2026Q2: 3,037 shares 3,037 $390K 0.1% 0 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: 633 shares; 2024Q4: 633 shares; 2025Q1: 633 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares; 2026Q2: 515 shares 515 $386K 0.1% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,165 shares; 2024Q4: 4,165 shares; 2025Q1: 4,165 shares; 2025Q2: 4,165 shares; 2025Q3: 4,165 shares; 2025Q4: 4,165 shares; 2026Q1: 4,165 shares; 2026Q2: 4,165 shares 4,165 $381K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 2,433 shares; 2025Q3: 2,453 shares; 2025Q4: 2,452 shares; 2026Q1: 2,063 shares; 2026Q2: 2,093 shares 2,093 $379K 0.09% +30 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,704 shares; 2024Q4: 7,704 shares; 2025Q1: 7,704 shares; 2025Q2: 7,964 shares; 2025Q3: 6,852 shares; 2025Q4: 6,584 shares; 2026Q1: 6,523 shares; 2026Q2: 6,523 shares 6,523 $372K 0.09% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,068 shares; 2025Q1: not reported; 2025Q2: 1,080 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 806 shares; 2026Q2: 767 shares 767 $366K 0.09% -39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,094 shares; 2025Q3: 2,082 shares; 2025Q4: 1,945 shares; 2026Q1: 2,001 shares; 2026Q2: 2,096 shares 2,096 $343K 0.09% +95 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,781 shares; 2025Q3: 3,677 shares; 2025Q4: 3,677 shares; 2026Q1: 3,677 shares; 2026Q2: 3,677 shares 3,677 $339K 0.09% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,523 shares; 2024Q4: 58,514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,188 shares 53,188 $327K 0.08% new 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: 6,031 shares; 2024Q4: 6,031 shares; 2025Q1: 6,031 shares; 2025Q2: 6,090 shares; 2025Q3: 6,090 shares; 2025Q4: 6,750 shares; 2026Q1: 6,750 shares; 2026Q2: 6,750 shares 6,750 $308K 0.08% 0 Timeline EDV 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: 2,932 shares; 2024Q4: 2,963 shares; 2025Q1: 3,384 shares; 2025Q2: 3,580 shares; 2025Q3: 4,370 shares; 2025Q4: 4,400 shares; 2026Q1: 4,680 shares; 2026Q2: 4,679 shares 4,679 $305K 0.08% -1 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,252 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares; 2026Q2: 1,250 shares 1,250 $302K 0.08% 0 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: 1,062 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 498 shares; 2026Q1: not reported; 2026Q2: 244 shares 244 $293K 0.07% new 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: 2,154 shares; 2024Q4: 2,040 shares; 2025Q1: 590 shares; 2025Q2: 540 shares; 2025Q3: 3,415 shares; 2025Q4: 534 shares; 2026Q1: 511 shares; 2026Q2: 505 shares 505 $284K 0.07% -6 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,357 shares; 2024Q4: 1,279 shares; 2025Q1: 1,125 shares; 2025Q2: 1,136 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares; 2026Q2: 1,106 shares 1,106 $275K 0.07% 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: 669 shares; 2024Q4: 669 shares; 2025Q1: 669 shares; 2025Q2: 713 shares; 2025Q3: 691 shares; 2025Q4: 649 shares; 2026Q1: 549 shares; 2026Q2: 539 shares 539 $275K 0.07% -10 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: 3,867 shares; 2024Q4: 3,876 shares; 2025Q1: 3,580 shares; 2025Q2: 3,834 shares; 2025Q3: 3,374 shares; 2025Q4: 3,368 shares; 2026Q1: 3,368 shares; 2026Q2: 3,373 shares 3,373 $274K 0.07% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,633 shares; 2026Q1: 2,851 shares; 2026Q2: 3,731 shares 3,731 $269K 0.07% +880 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,352 shares; 2025Q4: 6,502 shares; 2026Q1: 6,655 shares; 2026Q2: 6,610 shares 6,610 $269K 0.07% -45 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,477 shares; 2024Q4: 2,477 shares; 2025Q1: 2,477 shares; 2025Q2: 2,477 shares; 2025Q3: 2,477 shares; 2025Q4: 2,477 shares; 2026Q1: 2,477 shares; 2026Q2: 2,477 shares 2,477 $265K 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 690 shares; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 719 shares; 2025Q3: not reported; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $255K 0.06% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 394 shares; 2025Q1: 3,754 shares; 2025Q2: 433 shares; 2025Q3: 395 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 449 shares 449 $252K 0.06% 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: 428 shares; 2024Q4: 428 shares; 2025Q1: 414 shares; 2025Q2: not reported; 2025Q3: 948 shares; 2025Q4: 613 shares; 2026Q1: not reported; 2026Q2: 598 shares 598 $249K 0.06% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,731 shares; 2025Q1: not reported; 2025Q2: 1,731 shares; 2025Q3: 1,731 shares; 2025Q4: 1,731 shares; 2026Q1: 1,731 shares; 2026Q2: 1,731 shares 1,731 $248K 0.06% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,077 shares; 2026Q2: 2,077 shares 2,077 $239K 0.06% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 275 shares; 2026Q2: 291 shares 291 $231K 0.06% +16 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,984 shares; 2024Q4: 10,927 shares; 2025Q1: 9,883 shares; 2025Q2: 6,622 shares; 2025Q3: 5,736 shares; 2025Q4: 5,523 shares; 2026Q1: 5,259 shares; 2026Q2: 4,639 shares 4,639 $230K 0.06% -620 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 407 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 460 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $219K 0.05% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $213K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 925 shares 925 $210K 0.05% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,592 shares; 2025Q1: 1,592 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,156 shares; 2026Q1: 1,134 shares; 2026Q2: 759 shares 759 $206K 0.05% -375 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 2,927 shares 2,927 $205K 0.05% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,682 shares 21,682 $204K 0.05% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES 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: 616 shares 616 $203K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: not reported; 2026Q2: 1,254 shares 1,254 $203K 0.05% new Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $123K 0.03% 0 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,300 shares 10,300 $111K 0.03% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 22,598 shares 22,598 $61.2K 0.02% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,400 shares 14,400 $52.8K 0.01% new Timeline