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: 53,433 shares; 2024Q4: 49,579 shares; 2025Q1: 46,431 shares; 2025Q2: 44,793 shares; 2025Q3: 44,339 shares; 2025Q4: 42,035 shares; 2026Q1: 41,132 shares; 2026Q2: 40,888 shares 40,888 $13.4M 4.67% -244 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,235 shares; 2024Q4: 35,314 shares; 2025Q1: 35,509 shares; 2025Q2: 35,553 shares; 2025Q3: 35,516 shares; 2025Q4: 34,590 shares; 2026Q1: 34,278 shares; 2026Q2: 34,596 shares 34,596 $10M 3.49% +318 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: 6,551 shares; 2024Q4: 6,753 shares; 2025Q1: 6,786 shares; 2025Q2: 5,914 shares; 2025Q3: 5,756 shares; 2025Q4: 5,567 shares; 2026Q1: 5,595 shares; 2026Q2: 5,559 shares 5,559 $5.92M 2.07% -36 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: 13,618 shares; 2024Q4: 13,831 shares; 2025Q1: 14,260 shares; 2025Q2: 14,637 shares; 2025Q3: 14,653 shares; 2025Q4: 14,389 shares; 2026Q1: 14,497 shares; 2026Q2: 14,875 shares 14,875 $5.55M 1.94% +378 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: 10,003 shares; 2024Q4: 14,697 shares; 2025Q1: 17,961 shares; 2025Q2: 20,795 shares; 2025Q3: 21,060 shares; 2025Q4: 22,616 shares; 2026Q1: 24,044 shares; 2026Q2: 25,273 shares 25,273 $5.38M 1.88% +1,229 Timeline RDVI 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: 88,277 shares; 2024Q4: 98,308 shares; 2025Q1: 123,564 shares; 2025Q2: 130,488 shares; 2025Q3: 142,575 shares; 2025Q4: 162,908 shares; 2026Q1: 167,972 shares; 2026Q2: 174,899 shares 174,899 $5.14M 1.79% +6,927 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: 17,375 shares; 2024Q4: 17,227 shares; 2025Q1: 19,142 shares; 2025Q2: 20,024 shares; 2025Q3: 19,792 shares; 2025Q4: 23,003 shares; 2026Q1: 23,416 shares; 2026Q2: 25,372 shares 25,372 $5.08M 1.77% +1,956 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,129 shares; 2024Q4: 49,243 shares; 2025Q1: 67,733 shares; 2025Q2: 74,664 shares; 2025Q3: 77,366 shares; 2025Q4: 88,207 shares; 2026Q1: 95,233 shares; 2026Q2: 99,349 shares 99,349 $4.21M 1.47% +4,116 Timeline SDVY 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: 73,680 shares; 2024Q4: 81,514 shares; 2025Q1: 87,462 shares; 2025Q2: 90,577 shares; 2025Q3: 93,044 shares; 2025Q4: 94,229 shares; 2026Q1: 95,381 shares; 2026Q2: 97,335 shares 97,335 $4.2M 1.47% +1,954 Timeline FTA 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: 33,608 shares; 2024Q4: 35,342 shares; 2025Q1: 37,233 shares; 2025Q2: 39,090 shares; 2025Q3: 39,627 shares; 2025Q4: 40,902 shares; 2026Q1: 40,958 shares; 2026Q2: 41,476 shares 41,476 $4.01M 1.4% +518 Timeline FGD 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: 64,232 shares; 2024Q4: 64,661 shares; 2025Q1: 73,977 shares; 2025Q2: 82,346 shares; 2025Q3: 86,464 shares; 2025Q4: 93,973 shares; 2026Q1: 100,398 shares; 2026Q2: 106,896 shares 106,896 $3.42M 1.19% +6,498 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: 8,822 shares; 2024Q4: 9,019 shares; 2025Q1: 9,823 shares; 2025Q2: 8,184 shares; 2025Q3: 7,998 shares; 2025Q4: 7,929 shares; 2026Q1: 8,203 shares; 2026Q2: 8,499 shares 8,499 $3.38M 1.18% +296 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,616 shares; 2024Q4: 17,282 shares; 2025Q1: 17,701 shares; 2025Q2: 17,702 shares; 2025Q3: 17,705 shares; 2025Q4: 17,708 shares; 2026Q1: 17,712 shares; 2026Q2: 17,715 shares 17,715 $3.28M 1.14% +3 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: 1,707 shares; 2024Q4: 2,336 shares; 2025Q1: 2,887 shares; 2025Q2: 3,639 shares; 2025Q3: 3,688 shares; 2025Q4: 4,044 shares; 2026Q1: 4,342 shares; 2026Q2: 4,637 shares 4,637 $3.18M 1.11% +295 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,116 shares; 2024Q4: 28,080 shares; 2025Q1: 43,692 shares; 2025Q2: 50,430 shares; 2025Q3: 52,573 shares; 2025Q4: 60,130 shares; 2026Q1: 64,500 shares; 2026Q2: 66,958 shares 66,958 $2.98M 1.04% +2,458 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: 6,663 shares; 2024Q4: 6,643 shares; 2025Q1: 6,641 shares; 2025Q2: 6,655 shares; 2025Q3: 6,678 shares; 2025Q4: 6,637 shares; 2026Q1: 5,813 shares; 2026Q2: 5,851 shares 5,851 $2.79M 0.98% +38 Timeline IFV 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: 47,103 shares; 2024Q4: 56,095 shares; 2025Q1: 76,110 shares; 2025Q2: 82,272 shares; 2025Q3: 86,625 shares; 2025Q4: 91,392 shares; 2026Q1: 95,782 shares; 2026Q2: 98,678 shares 98,678 $2.66M 0.93% +2,896 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: 6,155 shares; 2024Q4: 8,884 shares; 2025Q1: 13,190 shares; 2025Q2: 14,546 shares; 2025Q3: 13,966 shares; 2025Q4: 14,610 shares; 2026Q1: 14,783 shares; 2026Q2: 15,040 shares 15,040 $2.65M 0.93% +257 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: 12,702 shares; 2024Q4: 14,879 shares; 2025Q1: 20,905 shares; 2025Q2: 21,519 shares; 2025Q3: 22,224 shares; 2025Q4: 22,633 shares; 2026Q1: 22,006 shares; 2026Q2: 22,201 shares 22,201 $2.51M 0.88% +195 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: 5,562 shares; 2024Q4: 5,818 shares; 2025Q1: 6,057 shares; 2025Q2: 6,110 shares; 2025Q3: 6,113 shares; 2025Q4: 5,757 shares; 2026Q1: 5,703 shares; 2026Q2: 6,539 shares 6,539 $2.47M 0.86% +836 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: 6,347 shares; 2024Q4: 6,114 shares; 2025Q1: 6,306 shares; 2025Q2: 6,568 shares; 2025Q3: 6,849 shares; 2025Q4: 9,642 shares; 2026Q1: 9,619 shares; 2026Q2: 9,700 shares 9,700 $2.44M 0.85% +81 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,315 shares; 2024Q4: 27,980 shares; 2025Q1: 42,105 shares; 2025Q2: 47,444 shares; 2025Q3: 49,361 shares; 2025Q4: 56,658 shares; 2026Q1: 61,208 shares; 2026Q2: 64,157 shares 64,157 $2.41M 0.84% +2,949 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: 3,675 shares; 2024Q4: 3,758 shares; 2025Q1: 4,063 shares; 2025Q2: 4,302 shares; 2025Q3: 4,400 shares; 2025Q4: 4,469 shares; 2026Q1: 4,487 shares; 2026Q2: 4,610 shares 4,610 $2.39M 0.84% +123 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,324 shares; 2024Q4: 20,004 shares; 2025Q1: 31,068 shares; 2025Q2: 34,668 shares; 2025Q3: 35,202 shares; 2025Q4: 42,883 shares; 2026Q1: 47,671 shares; 2026Q2: 50,521 shares 50,521 $2.38M 0.83% +2,850 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,680 shares; 2024Q4: 9,088 shares; 2025Q1: 10,497 shares; 2025Q2: 10,785 shares; 2025Q3: 11,116 shares; 2025Q4: 10,934 shares; 2026Q1: 10,905 shares; 2026Q2: 11,151 shares 11,151 $2.38M 0.83% +246 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: 15,959 shares; 2024Q4: 15,380 shares; 2025Q1: 15,022 shares; 2025Q2: 14,955 shares; 2025Q3: 14,845 shares; 2025Q4: 14,307 shares; 2026Q1: 14,243 shares; 2026Q2: 14,320 shares 14,320 $2.37M 0.83% +77 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: 2,417 shares; 2024Q4: 2,369 shares; 2025Q1: 1,970 shares; 2025Q2: 2,269 shares; 2025Q3: 2,313 shares; 2025Q4: 2,335 shares; 2026Q1: 2,285 shares; 2026Q2: 2,328 shares 2,328 $2.35M 0.82% +43 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,711 shares; 2024Q4: 11,961 shares; 2025Q1: 14,635 shares; 2025Q2: 16,368 shares; 2025Q3: 17,224 shares; 2025Q4: 19,174 shares; 2026Q1: 20,960 shares; 2026Q2: 22,987 shares 22,987 $2.22M 0.77% +2,027 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: 5,637 shares; 2024Q4: 5,640 shares; 2025Q1: 5,888 shares; 2025Q2: 5,896 shares; 2025Q3: 5,883 shares; 2025Q4: 5,948 shares; 2026Q1: 6,070 shares; 2026Q2: 6,158 shares 6,158 $2.2M 0.77% +88 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: 5,817 shares; 2024Q4: 7,983 shares; 2025Q1: 9,059 shares; 2025Q2: 9,215 shares; 2025Q3: 9,351 shares; 2025Q4: 9,546 shares; 2026Q1: 9,126 shares; 2026Q2: 8,917 shares 8,917 $2.13M 0.74% -209 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: 18,477 shares; 2024Q4: 19,096 shares; 2025Q1: 18,645 shares; 2025Q2: 18,664 shares; 2025Q3: 19,059 shares; 2025Q4: 19,169 shares; 2026Q1: 19,023 shares; 2026Q2: 19,071 shares 19,071 $2.08M 0.73% +48 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,070 shares; 2024Q4: 41,070 shares; 2025Q1: 48,993 shares; 2025Q2: 51,946 shares; 2025Q3: 53,563 shares; 2025Q4: 58,350 shares; 2026Q1: 59,021 shares; 2026Q2: 59,600 shares 59,600 $2.06M 0.72% +579 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: 10,606 shares; 2024Q4: 8,378 shares; 2025Q1: 8,167 shares; 2025Q2: 7,801 shares; 2025Q3: 7,804 shares; 2025Q4: 7,530 shares; 2026Q1: 7,981 shares; 2026Q2: 8,097 shares 8,097 $2.06M 0.72% +116 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: 11,997 shares; 2024Q4: 14,883 shares; 2025Q1: 17,702 shares; 2025Q2: 18,624 shares; 2025Q3: 19,756 shares; 2025Q4: 21,340 shares; 2026Q1: 23,045 shares; 2026Q2: 24,668 shares 24,668 $2.04M 0.71% +1,623 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 1,595 shares; 2025Q1: 2,156 shares; 2025Q2: 2,310 shares; 2025Q3: 2,391 shares; 2025Q4: 2,553 shares; 2026Q1: 2,561 shares; 2026Q2: 2,563 shares 2,563 $2.04M 0.71% +2 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,769 shares; 2024Q4: 23,869 shares; 2025Q1: 40,464 shares; 2025Q2: 44,958 shares; 2025Q3: 47,224 shares; 2025Q4: 51,095 shares; 2026Q1: 53,188 shares; 2026Q2: 54,565 shares 54,565 $2.01M 0.7% +1,377 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,130 shares; 2024Q4: 14,861 shares; 2025Q1: 20,694 shares; 2025Q2: 22,763 shares; 2025Q3: 23,489 shares; 2025Q4: 24,895 shares; 2026Q1: 25,452 shares; 2026Q2: 26,013 shares 26,013 $1.97M 0.69% +561 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,088 shares; 2025Q2: 2,484 shares; 2025Q3: 2,566 shares; 2025Q4: 2,730 shares; 2026Q1: 2,710 shares; 2026Q2: 2,743 shares 2,743 $1.96M 0.68% +33 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,401 shares; 2024Q4: 19,570 shares; 2025Q1: 29,625 shares; 2025Q2: 32,690 shares; 2025Q3: 34,542 shares; 2025Q4: 38,128 shares; 2026Q1: 39,816 shares; 2026Q2: 39,614 shares 39,614 $1.95M 0.68% -202 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: 9,063 shares; 2024Q4: 9,048 shares; 2025Q1: 9,049 shares; 2025Q2: 8,977 shares; 2025Q3: 8,983 shares; 2025Q4: 8,298 shares; 2026Q1: 8,270 shares; 2026Q2: 8,513 shares 8,513 $1.93M 0.67% +243 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,602 shares; 2024Q4: 3,667 shares; 2025Q1: 4,085 shares; 2025Q2: 4,338 shares; 2025Q3: 4,506 shares; 2025Q4: 4,751 shares; 2026Q1: 4,694 shares; 2026Q2: 4,728 shares 4,728 $1.9M 0.66% +34 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: 2,628 shares; 2024Q4: 2,614 shares; 2025Q1: 3,957 shares; 2025Q2: 4,724 shares; 2025Q3: 5,073 shares; 2025Q4: 5,446 shares; 2026Q1: 5,443 shares; 2026Q2: 5,396 shares 5,396 $1.85M 0.65% -47 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: 12,694 shares; 2024Q4: 12,696 shares; 2025Q1: 13,649 shares; 2025Q2: 14,013 shares; 2025Q3: 13,770 shares; 2025Q4: 13,778 shares; 2026Q1: 12,080 shares; 2026Q2: 12,532 shares 12,532 $1.84M 0.64% +452 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,920 shares; 2024Q4: 4,170 shares; 2025Q1: 4,991 shares; 2025Q2: 5,219 shares; 2025Q3: 5,404 shares; 2025Q4: 5,452 shares; 2026Q1: 5,385 shares; 2026Q2: 5,379 shares 5,379 $1.83M 0.64% -6 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: 25,676 shares; 2024Q4: 25,769 shares; 2025Q1: 26,901 shares; 2025Q2: 26,901 shares; 2025Q3: 26,901 shares; 2025Q4: 24,553 shares; 2026Q1: 24,253 shares; 2026Q2: 24,286 shares 24,286 $1.83M 0.64% +33 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: 14,129 shares; 2024Q4: 13,900 shares; 2025Q1: 14,009 shares; 2025Q2: 14,074 shares; 2025Q3: 13,953 shares; 2025Q4: 13,379 shares; 2026Q1: 13,130 shares; 2026Q2: 13,188 shares 13,188 $1.8M 0.63% +58 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,626 shares; 2024Q4: 23,164 shares; 2025Q1: 21,093 shares; 2025Q2: 23,054 shares; 2025Q3: 20,787 shares; 2025Q4: 20,721 shares; 2026Q1: 19,058 shares; 2026Q2: 19,106 shares 19,106 $1.79M 0.63% +48 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,806 shares; 2024Q4: 2,920 shares; 2025Q1: 3,077 shares; 2025Q2: 3,253 shares; 2025Q3: 3,256 shares; 2025Q4: 3,456 shares; 2026Q1: 3,522 shares; 2026Q2: 3,434 shares 3,434 $1.72M 0.6% -88 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,346 shares; 2024Q4: 9,361 shares; 2025Q1: 9,808 shares; 2025Q2: 9,990 shares; 2025Q3: 10,121 shares; 2025Q4: 7,782 shares; 2026Q1: 7,475 shares; 2026Q2: 7,436 shares 7,436 $1.71M 0.6% -39 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,324 shares; 2024Q4: 1,385 shares; 2025Q1: 1,597 shares; 2025Q2: 1,662 shares; 2025Q3: 1,725 shares; 2025Q4: 1,737 shares; 2026Q1: 1,805 shares; 2026Q2: 1,813 shares 1,813 $1.7M 0.59% +8 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: 6,976 shares; 2024Q4: 11,598 shares; 2025Q1: 13,956 shares; 2025Q2: 15,426 shares; 2025Q3: 15,833 shares; 2025Q4: 17,506 shares; 2026Q1: 19,481 shares; 2026Q2: 21,384 shares 21,384 $1.65M 0.58% +1,903 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: 4,824 shares; 2024Q4: 4,868 shares; 2025Q1: 5,623 shares; 2025Q2: 5,713 shares; 2025Q3: 5,827 shares; 2025Q4: 5,919 shares; 2026Q1: 5,873 shares; 2026Q2: 6,380 shares 6,380 $1.63M 0.57% +507 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: 5,654 shares; 2024Q4: 5,810 shares; 2025Q1: 5,911 shares; 2025Q2: 5,292 shares; 2025Q3: 5,174 shares; 2025Q4: 4,979 shares; 2026Q1: 4,641 shares; 2026Q2: 4,621 shares 4,621 $1.63M 0.57% -20 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: 4,236 shares; 2024Q4: 4,249 shares; 2025Q1: 4,383 shares; 2025Q2: 4,387 shares; 2025Q3: 4,391 shares; 2025Q4: 4,382 shares; 2026Q1: 4,583 shares; 2026Q2: 4,605 shares 4,605 $1.63M 0.57% +22 Timeline SDVD 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: 17,765 shares; 2024Q4: 20,626 shares; 2025Q1: 21,808 shares; 2025Q2: 23,445 shares; 2025Q3: 31,191 shares; 2025Q4: 47,740 shares; 2026Q1: 56,096 shares; 2026Q2: 62,256 shares 62,256 $1.44M 0.5% +6,160 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: 3,708 shares; 2024Q4: 3,693 shares; 2025Q1: 3,055 shares; 2025Q2: 3,153 shares; 2025Q3: 2,925 shares; 2025Q4: 2,461 shares; 2026Q1: 3,953 shares; 2026Q2: 2,441 shares 2,441 $1.42M 0.49% -1,512 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: 14,412 shares; 2024Q4: 14,412 shares; 2025Q1: 14,727 shares; 2025Q2: 16,015 shares; 2025Q3: 16,183 shares; 2025Q4: 16,673 shares; 2026Q1: 16,143 shares; 2026Q2: 16,567 shares 16,567 $1.42M 0.49% +424 Timeline KNG 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: 19,034 shares; 2026Q1: 25,121 shares; 2026Q2: 27,796 shares 27,796 $1.4M 0.49% +2,675 Timeline FTQI 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: 14,494 shares; 2025Q4: 42,652 shares; 2026Q1: 53,908 shares; 2026Q2: 63,048 shares 63,048 $1.39M 0.49% +9,140 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: 6,394 shares; 2024Q4: 5,196 shares; 2025Q1: 5,297 shares; 2025Q2: 5,305 shares; 2025Q3: 5,270 shares; 2025Q4: 5,150 shares; 2026Q1: 4,998 shares; 2026Q2: 5,138 shares 5,138 $1.39M 0.48% +140 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,467 shares; 2024Q4: 10,377 shares; 2025Q1: 10,343 shares; 2025Q2: 20,981 shares; 2025Q3: 29,403 shares; 2025Q4: 28,827 shares; 2026Q1: 28,635 shares; 2026Q2: 28,883 shares 28,883 $1.39M 0.48% +248 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: 2,615 shares; 2025Q1: 2,967 shares; 2025Q2: 3,207 shares; 2025Q3: 3,231 shares; 2025Q4: 3,456 shares; 2026Q1: 3,736 shares; 2026Q2: 3,981 shares 3,981 $1.36M 0.48% +245 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: 1,519 shares; 2024Q4: 2,085 shares; 2025Q1: 2,693 shares; 2025Q2: 3,261 shares; 2025Q3: 3,318 shares; 2025Q4: 3,522 shares; 2026Q1: 3,965 shares; 2026Q2: 16,800 shares 16,800 $1.35M 0.47% +12,835 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,034 shares; 2024Q4: 3,367 shares; 2025Q1: 3,894 shares; 2025Q2: 4,011 shares; 2025Q3: 4,076 shares; 2025Q4: 4,180 shares; 2026Q1: 3,947 shares; 2026Q2: 3,941 shares 3,941 $1.33M 0.47% -6 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523 shares; 2024Q4: 517 shares; 2025Q1: 529 shares; 2025Q2: 530 shares; 2025Q3: 531 shares; 2025Q4: 532 shares; 2026Q1: 535 shares; 2026Q2: 4,357 shares 4,357 $1.31M 0.46% +3,822 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: 4,648 shares; 2024Q4: 5,161 shares; 2025Q1: 6,606 shares; 2025Q2: 7,319 shares; 2025Q3: 7,724 shares; 2025Q4: 8,052 shares; 2026Q1: 8,090 shares; 2026Q2: 8,514 shares 8,514 $1.29M 0.45% +424 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,221 shares; 2024Q4: 4,221 shares; 2025Q1: 4,217 shares; 2025Q2: 4,217 shares; 2025Q3: 4,192 shares; 2025Q4: 4,192 shares; 2026Q1: 4,015 shares; 2026Q2: 4,026 shares 4,026 $1.27M 0.44% +11 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: 23,960 shares; 2024Q4: 24,001 shares; 2025Q1: 22,517 shares; 2025Q2: 22,209 shares; 2025Q3: 21,967 shares; 2025Q4: 22,128 shares; 2026Q1: 22,000 shares; 2026Q2: 22,395 shares 22,395 $1.26M 0.44% +395 Timeline AIRR 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: 8,416 shares; 2024Q4: 8,416 shares; 2025Q1: 8,695 shares; 2025Q2: 9,208 shares; 2025Q3: 9,209 shares; 2025Q4: 9,211 shares; 2026Q1: 9,327 shares; 2026Q2: 9,311 shares 9,311 $1.24M 0.43% -16 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: 4,668 shares; 2024Q4: 4,417 shares; 2025Q1: 4,496 shares; 2025Q2: 4,493 shares; 2025Q3: 4,495 shares; 2025Q4: 4,151 shares; 2026Q1: 4,144 shares; 2026Q2: 4,139 shares 4,139 $1.23M 0.43% -5 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,250 shares; 2024Q4: 55,039 shares; 2025Q1: 52,852 shares; 2025Q2: 51,985 shares; 2025Q3: 51,972 shares; 2025Q4: 34,648 shares; 2026Q1: 44,886 shares; 2026Q2: 45,374 shares 45,374 $1.23M 0.43% +488 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: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,056 shares; 2025Q4: 7,127 shares; 2026Q1: 8,415 shares; 2026Q2: 10,403 shares 10,403 $1.22M 0.43% +1,988 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: 2,587 shares; 2024Q4: 3,147 shares; 2025Q1: 4,195 shares; 2025Q2: 4,554 shares; 2025Q3: 4,646 shares; 2025Q4: 4,921 shares; 2026Q1: 5,007 shares; 2026Q2: 5,147 shares 5,147 $1.22M 0.43% +140 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,740 shares; 2024Q4: 28,740 shares; 2025Q1: 22,589 shares; 2025Q2: 22,686 shares; 2025Q3: 22,772 shares; 2025Q4: 22,880 shares; 2026Q1: 22,448 shares; 2026Q2: 21,697 shares 21,697 $1.2M 0.42% -751 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,289 shares; 2024Q4: 15,481 shares; 2025Q1: 15,481 shares; 2025Q2: 15,481 shares; 2025Q3: 15,581 shares; 2025Q4: 15,706 shares; 2026Q1: 15,529 shares; 2026Q2: 15,610 shares 15,610 $1.2M 0.42% +81 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,220 shares; 2024Q4: 13,198 shares; 2025Q1: 13,180 shares; 2025Q2: 13,191 shares; 2025Q3: 13,245 shares; 2025Q4: 12,953 shares; 2026Q1: 15,246 shares; 2026Q2: 15,184 shares 15,184 $1.2M 0.42% -62 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: 10,676 shares; 2024Q4: 10,817 shares; 2025Q1: 11,781 shares; 2025Q2: 12,339 shares; 2025Q3: 9,525 shares; 2025Q4: 8,890 shares; 2026Q1: 6,520 shares; 2026Q2: 6,454 shares 6,454 $1.19M 0.42% -66 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: 2,991 shares; 2024Q4: 4,276 shares; 2025Q1: 5,175 shares; 2025Q2: 5,635 shares; 2025Q3: 6,073 shares; 2025Q4: 6,576 shares; 2026Q1: 7,375 shares; 2026Q2: 7,985 shares 7,985 $1.18M 0.41% +610 Timeline DWAS 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: 10,400 shares; 2024Q4: 11,228 shares; 2025Q1: 9,431 shares; 2025Q2: 9,432 shares; 2025Q3: 9,432 shares; 2025Q4: 9,432 shares; 2026Q1: 9,256 shares; 2026Q2: 9,256 shares 9,256 $1.18M 0.41% 0 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: 4,521 shares; 2024Q4: 5,924 shares; 2025Q1: 8,709 shares; 2025Q2: 10,109 shares; 2025Q3: 10,532 shares; 2025Q4: 11,355 shares; 2026Q1: 12,028 shares; 2026Q2: 12,615 shares 12,615 $1.18M 0.41% +587 Timeline SPLV 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: 18,807 shares; 2024Q4: 18,807 shares; 2025Q1: 16,762 shares; 2025Q2: 16,519 shares; 2025Q3: 16,497 shares; 2025Q4: 16,507 shares; 2026Q1: 14,956 shares; 2026Q2: 15,013 shares 15,013 $1.12M 0.39% +57 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: 11,205 shares; 2024Q4: 10,914 shares; 2025Q1: 10,871 shares; 2025Q2: 10,880 shares; 2025Q3: 10,758 shares; 2025Q4: 9,625 shares; 2026Q1: 9,571 shares; 2026Q2: 9,620 shares 9,620 $1.12M 0.39% +49 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: 7,919 shares; 2024Q4: 7,882 shares; 2025Q1: 8,251 shares; 2025Q2: 8,238 shares; 2025Q3: 8,279 shares; 2025Q4: 8,122 shares; 2026Q1: 7,801 shares; 2026Q2: 7,646 shares 7,646 $1.12M 0.39% -155 Timeline PIZ 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: 25,090 shares; 2024Q4: 25,090 shares; 2025Q1: 19,642 shares; 2025Q2: 20,180 shares; 2025Q3: 20,204 shares; 2025Q4: 20,587 shares; 2026Q1: 19,502 shares; 2026Q2: 19,979 shares 19,979 $1.12M 0.39% +477 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: 2,768 shares; 2024Q4: 3,287 shares; 2025Q1: 3,642 shares; 2025Q2: 3,846 shares; 2025Q3: 4,315 shares; 2025Q4: 4,457 shares; 2026Q1: 4,059 shares; 2026Q2: 3,922 shares 3,922 $1.1M 0.38% -137 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,867 shares; 2024Q4: 14,662 shares; 2025Q1: 13,648 shares; 2025Q2: 14,566 shares; 2025Q3: 14,004 shares; 2025Q4: 12,393 shares; 2026Q1: 12,657 shares; 2026Q2: 12,420 shares 12,420 $1.08M 0.38% -237 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: 12,066 shares; 2024Q4: 12,233 shares; 2025Q1: 13,959 shares; 2025Q2: 14,190 shares; 2025Q3: 14,154 shares; 2025Q4: 14,144 shares; 2026Q1: 13,312 shares; 2026Q2: 13,291 shares 13,291 $1.08M 0.38% -21 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: 781 shares; 2024Q4: 983 shares; 2025Q1: 719 shares; 2025Q2: 1,026 shares; 2025Q3: 1,001 shares; 2025Q4: 1,190 shares; 2026Q1: 1,456 shares; 2026Q2: 1,390 shares 1,390 $1.06M 0.37% -66 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: not reported; 2024Q4: 1,011 shares; 2025Q1: 1,955 shares; 2025Q2: 2,055 shares; 2025Q3: 2,041 shares; 2025Q4: 2,078 shares; 2026Q1: 2,122 shares; 2026Q2: 2,488 shares 2,488 $1.05M 0.37% +366 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: 3,080 shares; 2024Q4: 3,080 shares; 2025Q1: 3,456 shares; 2025Q2: 3,732 shares; 2025Q3: 3,756 shares; 2025Q4: 4,565 shares; 2026Q1: 4,562 shares; 2026Q2: 4,990 shares 4,990 $1.04M 0.36% +428 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,692 shares; 2024Q4: 21,724 shares; 2025Q1: 23,475 shares; 2025Q2: 24,525 shares; 2025Q3: 25,174 shares; 2025Q4: 14,481 shares; 2026Q1: 13,972 shares; 2026Q2: 13,997 shares 13,997 $1.03M 0.36% +25 Timeline PIE 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: 29,636 shares; 2024Q4: 29,220 shares; 2025Q1: 27,181 shares; 2025Q2: 27,307 shares; 2025Q3: 28,572 shares; 2025Q4: 29,443 shares; 2026Q1: 29,443 shares; 2026Q2: 30,217 shares 30,217 $1.01M 0.35% +774 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,886 shares; 2024Q4: 10,886 shares; 2025Q1: 11,037 shares; 2025Q2: 11,043 shares; 2025Q3: 11,043 shares; 2025Q4: 11,043 shares; 2026Q1: 11,043 shares; 2026Q2: 9,087 shares 9,087 $1.01M 0.35% -1,956 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,699 shares; 2024Q4: 10,492 shares; 2025Q1: 10,954 shares; 2025Q2: 10,966 shares; 2025Q3: 10,976 shares; 2025Q4: 11,000 shares; 2026Q1: 10,873 shares; 2026Q2: 10,880 shares 10,880 $999K 0.35% +7 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: 835 shares; 2024Q4: 836 shares; 2025Q1: 831 shares; 2025Q2: 838 shares; 2025Q3: 836 shares; 2025Q4: 837 shares; 2026Q1: 833 shares; 2026Q2: 825 shares 825 $989K 0.35% -8 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: 15,155 shares; 2024Q4: 15,266 shares; 2025Q1: 15,025 shares; 2025Q2: 15,028 shares; 2025Q3: 14,903 shares; 2025Q4: 10,910 shares; 2026Q1: 11,052 shares; 2026Q2: 11,129 shares 11,129 $977K 0.34% +77 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 3,140 shares; 2025Q1: 4,022 shares; 2025Q2: 4,358 shares; 2025Q3: 4,592 shares; 2025Q4: 4,592 shares; 2026Q1: 4,399 shares; 2026Q2: 3,088 shares 3,088 $972K 0.34% -1,311 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: 2,431 shares; 2024Q4: 2,431 shares; 2025Q1: 2,489 shares; 2025Q2: 2,490 shares; 2025Q3: 2,491 shares; 2025Q4: 2,492 shares; 2026Q1: 2,493 shares; 2026Q2: 2,435 shares 2,435 $939K 0.33% -58 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: 1,241 shares; 2024Q4: 2,424 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,793 shares; 2026Q1: 2,721 shares; 2026Q2: 2,726 shares 2,726 $930K 0.32% +5 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,577 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,363 shares; 2025Q3: 2,356 shares; 2025Q4: 2,368 shares; 2026Q1: 2,382 shares; 2026Q2: 2,397 shares 2,397 $927K 0.32% +15 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,897 shares; 2024Q4: 11,817 shares; 2025Q1: 11,817 shares; 2025Q2: 11,934 shares; 2025Q3: 11,945 shares; 2025Q4: 11,280 shares; 2026Q1: 11,280 shares; 2026Q2: 11,371 shares 11,371 $924K 0.32% +91 Timeline SMH 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: 1,376 shares; 2024Q4: 1,342 shares; 2025Q1: 1,342 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,496 shares; 2026Q1: 1,403 shares; 2026Q2: 1,403 shares 1,403 $920K 0.32% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,680 shares; 2024Q4: 3,783 shares; 2025Q1: 3,994 shares; 2025Q2: 4,157 shares; 2025Q3: 3,204 shares; 2025Q4: 2,204 shares; 2026Q1: 2,236 shares; 2026Q2: 2,198 shares 2,198 $916K 0.32% -38 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 478 shares; 2024Q4: 501 shares; 2025Q1: 668 shares; 2025Q2: 716 shares; 2025Q3: 590 shares; 2025Q4: 628 shares; 2026Q1: 624 shares; 2026Q2: 670 shares 670 $911K 0.32% +46 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,823 shares; 2024Q4: 2,099 shares; 2025Q1: 2,185 shares; 2025Q2: 2,218 shares; 2025Q3: 2,238 shares; 2025Q4: 2,199 shares; 2026Q1: 2,165 shares; 2026Q2: 2,162 shares 2,162 $898K 0.31% -3 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,826 shares; 2024Q4: 4,523 shares; 2025Q1: 4,468 shares; 2025Q2: 4,456 shares; 2025Q3: 4,435 shares; 2025Q4: 4,332 shares; 2026Q1: 4,238 shares; 2026Q2: 4,243 shares 4,243 $893K 0.31% +5 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: 1,626 shares; 2024Q4: 1,690 shares; 2025Q1: 1,214 shares; 2025Q2: 1,214 shares; 2025Q3: 1,214 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares; 2026Q2: 1,224 shares 1,224 $881K 0.31% +9 Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 2,822 shares; 2025Q2: 3,053 shares; 2025Q3: 3,138 shares; 2025Q4: 3,288 shares; 2026Q1: 3,302 shares; 2026Q2: 3,341 shares 3,341 $871K 0.3% +39 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: 16,183 shares; 2024Q4: 17,269 shares; 2025Q1: 17,269 shares; 2025Q2: 17,340 shares; 2025Q3: 17,422 shares; 2025Q4: 17,633 shares; 2026Q1: 17,717 shares; 2026Q2: 18,020 shares 18,020 $868K 0.3% +303 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,124 shares; 2024Q4: 6,830 shares; 2025Q1: 6,730 shares; 2025Q2: 6,730 shares; 2025Q3: 6,846 shares; 2025Q4: 6,937 shares; 2026Q1: 6,224 shares; 2026Q2: 6,228 shares 6,228 $852K 0.3% +4 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: 13,492 shares; 2024Q4: 8,643 shares; 2025Q1: 8,638 shares; 2025Q2: 8,143 shares; 2025Q3: 7,995 shares; 2025Q4: 7,543 shares; 2026Q1: 6,591 shares; 2026Q2: 6,626 shares 6,626 $851K 0.3% +35 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: 9,662 shares; 2024Q4: 9,638 shares; 2025Q1: 9,633 shares; 2025Q2: 9,416 shares; 2025Q3: 9,422 shares; 2025Q4: 8,634 shares; 2026Q1: 8,571 shares; 2026Q2: 8,597 shares 8,597 $823K 0.29% +26 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: 1,524 shares; 2024Q4: 1,680 shares; 2025Q1: 1,904 shares; 2025Q2: 1,951 shares; 2025Q3: 1,966 shares; 2025Q4: 1,785 shares; 2026Q1: 1,799 shares; 2026Q2: 1,887 shares 1,887 $804K 0.28% +88 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,528 shares; 2025Q3: 9,633 shares; 2025Q4: 11,087 shares; 2026Q1: 10,961 shares; 2026Q2: 11,290 shares 11,290 $796K 0.28% +329 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,530 shares; 2024Q4: 8,533 shares; 2025Q1: 8,273 shares; 2025Q2: 8,285 shares; 2025Q3: 8,285 shares; 2025Q4: 7,930 shares; 2026Q1: 7,517 shares; 2026Q2: 7,522 shares 7,522 $782K 0.27% +5 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: 4,458 shares; 2024Q4: 4,449 shares; 2025Q1: 5,127 shares; 2025Q2: 5,161 shares; 2025Q3: 5,191 shares; 2025Q4: 5,220 shares; 2026Q1: 5,472 shares; 2026Q2: 5,495 shares 5,495 $769K 0.27% +23 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $761K 0.27% 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: 1,338 shares; 2024Q4: 1,282 shares; 2025Q1: 1,279 shares; 2025Q2: 1,281 shares; 2025Q3: 1,284 shares; 2025Q4: 1,249 shares; 2026Q1: 1,188 shares; 2026Q2: 1,192 shares 1,192 $756K 0.26% +4 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,390 shares; 2024Q4: 3,933 shares; 2025Q1: 5,075 shares; 2025Q2: 5,412 shares; 2025Q3: 5,733 shares; 2025Q4: 6,151 shares; 2026Q1: 6,341 shares; 2026Q2: 4,440 shares 4,440 $755K 0.26% -1,901 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,756 shares; 2024Q4: 6,844 shares; 2025Q1: 7,030 shares; 2025Q2: 7,029 shares; 2025Q3: 6,933 shares; 2025Q4: 6,732 shares; 2026Q1: 6,559 shares; 2026Q2: 5,505 shares 5,505 $754K 0.26% -1,054 Timeline FXU 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: 14,653 shares; 2024Q4: 14,653 shares; 2025Q1: 14,653 shares; 2025Q2: 14,696 shares; 2025Q3: 14,782 shares; 2025Q4: 14,890 shares; 2026Q1: 14,956 shares; 2026Q2: 15,018 shares 15,018 $741K 0.26% +62 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,024 shares; 2024Q4: 10,057 shares; 2025Q1: 9,279 shares; 2025Q2: 9,192 shares; 2025Q3: 8,667 shares; 2025Q4: 7,565 shares; 2026Q1: 7,316 shares; 2026Q2: 5,952 shares 5,952 $741K 0.26% -1,364 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637 shares; 2024Q4: 1,637 shares; 2025Q1: 1,518 shares; 2025Q2: 1,489 shares; 2025Q3: 1,454 shares; 2025Q4: 1,455 shares; 2026Q1: 1,456 shares; 2026Q2: 1,456 shares 1,456 $721K 0.25% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 640 shares; 2024Q4: 635 shares; 2025Q1: 664 shares; 2025Q2: 720 shares; 2025Q3: 722 shares; 2025Q4: 723 shares; 2026Q1: 724 shares; 2026Q2: 724 shares 724 $708K 0.25% 0 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: 2,131 shares; 2024Q4: 2,118 shares; 2025Q1: 2,110 shares; 2025Q2: 2,860 shares; 2025Q3: 2,895 shares; 2025Q4: 2,040 shares; 2026Q1: 1,992 shares; 2026Q2: 2,007 shares 2,007 $691K 0.24% +15 Timeline FVC 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: 15,122 shares; 2024Q4: 15,122 shares; 2025Q1: 15,122 shares; 2025Q2: 16,580 shares; 2025Q3: 16,445 shares; 2025Q4: 16,552 shares; 2026Q1: 15,686 shares; 2026Q2: 15,686 shares 15,686 $687K 0.24% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 934 shares; 2026Q1: 634 shares; 2026Q2: 581 shares 581 $671K 0.23% -53 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: 9,604 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,906 shares; 2026Q2: 4,781 shares 4,781 $668K 0.23% -125 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: 2,136 shares; 2024Q4: 2,193 shares; 2025Q1: 2,193 shares; 2025Q2: 2,064 shares; 2025Q3: 1,520 shares; 2025Q4: 1,522 shares; 2026Q1: 1,497 shares; 2026Q2: 1,301 shares 1,301 $652K 0.23% -196 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,417 shares; 2025Q2: 1,471 shares; 2025Q3: 1,334 shares; 2025Q4: 1,225 shares; 2026Q1: 1,254 shares; 2026Q2: 1,256 shares 1,256 $640K 0.22% +2 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,090 shares; 2024Q4: 4,388 shares; 2025Q1: 4,388 shares; 2025Q2: 4,390 shares; 2025Q3: 4,398 shares; 2025Q4: 4,410 shares; 2026Q1: 4,365 shares; 2026Q2: 4,378 shares 4,378 $632K 0.22% +13 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: 1,396 shares; 2024Q4: 1,240 shares; 2025Q1: 1,230 shares; 2025Q2: 1,497 shares; 2025Q3: 2,501 shares; 2025Q4: 2,792 shares; 2026Q1: 2,876 shares; 2026Q2: 2,892 shares 2,892 $626K 0.22% +16 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: 4,455 shares; 2024Q4: 4,397 shares; 2025Q1: 4,413 shares; 2025Q2: 2,931 shares; 2025Q3: 2,869 shares; 2025Q4: 2,549 shares; 2026Q1: 1,469 shares; 2026Q2: 1,499 shares 1,499 $623K 0.22% +30 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,382 shares; 2024Q4: 3,532 shares; 2025Q1: 3,235 shares; 2025Q2: 3,239 shares; 2025Q3: 3,243 shares; 2025Q4: 3,369 shares; 2026Q1: 3,245 shares; 2026Q2: 3,262 shares 3,262 $621K 0.22% +17 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: 617 shares; 2024Q4: 844 shares; 2025Q1: 1,120 shares; 2025Q2: 1,154 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,090 shares; 2026Q2: 1,099 shares 1,099 $619K 0.22% +9 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: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,217 shares; 2025Q2: 2,338 shares; 2025Q3: 2,278 shares; 2025Q4: 5,918 shares; 2026Q1: 5,500 shares; 2026Q2: 4,323 shares 4,323 $619K 0.22% -1,177 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,128 shares; 2024Q4: 5,110 shares; 2025Q1: 5,587 shares; 2025Q2: 5,716 shares; 2025Q3: 5,738 shares; 2025Q4: 3,115 shares; 2026Q1: 2,730 shares; 2026Q2: 2,747 shares 2,747 $615K 0.21% +17 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,625 shares; 2024Q4: 5,356 shares; 2025Q1: 5,140 shares; 2025Q2: 5,111 shares; 2025Q3: 4,769 shares; 2025Q4: 4,529 shares; 2026Q1: 4,449 shares; 2026Q2: 4,489 shares 4,489 $608K 0.21% +40 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,279 shares; 2025Q2: 1,279 shares; 2025Q3: 1,279 shares; 2025Q4: 1,354 shares; 2026Q1: 1,415 shares; 2026Q2: 1,525 shares 1,525 $606K 0.21% +110 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,879 shares; 2024Q4: 1,879 shares; 2025Q1: 1,936 shares; 2025Q2: 1,821 shares; 2025Q3: 1,821 shares; 2025Q4: 1,826 shares; 2026Q1: 1,733 shares; 2026Q2: 1,724 shares 1,724 $604K 0.21% -9 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,254 shares; 2024Q4: 1,243 shares; 2025Q1: 1,240 shares; 2025Q2: 1,239 shares; 2025Q3: 1,240 shares; 2025Q4: 1,186 shares; 2026Q1: 1,142 shares; 2026Q2: 1,162 shares 1,162 $597K 0.21% +20 Timeline PXI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,393 shares; 2025Q1: 8,623 shares; 2025Q2: 9,763 shares; 2025Q3: 10,338 shares; 2025Q4: 10,385 shares; 2026Q1: 10,681 shares; 2026Q2: 10,796 shares 10,796 $594K 0.21% +115 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: 3,293 shares; 2024Q4: 3,287 shares; 2025Q1: 3,287 shares; 2025Q2: 3,292 shares; 2025Q3: 3,299 shares; 2025Q4: 3,307 shares; 2026Q1: 3,312 shares; 2026Q2: 3,316 shares 3,316 $592K 0.21% +4 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,088 shares; 2024Q4: 9,119 shares; 2025Q1: 9,145 shares; 2025Q2: 9,295 shares; 2025Q3: 9,550 shares; 2025Q4: 9,736 shares; 2026Q1: 9,911 shares; 2026Q2: 10,377 shares 10,377 $585K 0.2% +466 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,574 shares; 2024Q4: 28,660 shares; 2025Q1: 29,175 shares; 2025Q2: 29,084 shares; 2025Q3: 28,879 shares; 2025Q4: 28,346 shares; 2026Q1: 27,950 shares; 2026Q2: 18,360 shares 18,360 $580K 0.2% -9,590 Timeline PYZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 4,130 shares; 2025Q3: 4,136 shares; 2025Q4: 4,299 shares; 2026Q1: 4,496 shares; 2026Q2: 4,570 shares 4,570 $575K 0.2% +74 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,927 shares 1,927 $574K 0.2% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 3,986 shares; 2026Q2: 6,743 shares 6,743 $571K 0.2% +2,757 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,488 shares; 2024Q4: 17,533 shares; 2025Q1: 18,689 shares; 2025Q2: 19,165 shares; 2025Q3: 19,554 shares; 2025Q4: 19,675 shares; 2026Q1: 12,558 shares; 2026Q2: 8,731 shares 8,731 $560K 0.2% -3,827 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: 2,223 shares; 2024Q4: 2,351 shares; 2025Q1: 1,713 shares; 2025Q2: 1,701 shares; 2025Q3: 1,664 shares; 2025Q4: 1,565 shares; 2026Q1: 1,560 shares; 2026Q2: 1,564 shares 1,564 $554K 0.19% +4 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,824 shares; 2024Q4: 28,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,090 shares; 2026Q1: 14,090 shares; 2026Q2: 30,520 shares 30,520 $547K 0.19% +16,430 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: 1,004 shares; 2024Q4: 1,888 shares; 2025Q1: 1,922 shares; 2025Q2: 1,927 shares; 2025Q3: 2,038 shares; 2025Q4: 2,255 shares; 2026Q1: 2,387 shares; 2026Q2: 2,461 shares 2,461 $543K 0.19% +74 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,752 shares; 2024Q4: 8,752 shares; 2025Q1: 8,716 shares; 2025Q2: 8,658 shares; 2025Q3: 8,686 shares; 2025Q4: 8,724 shares; 2026Q1: 8,749 shares; 2026Q2: 8,762 shares 8,762 $533K 0.19% +13 Timeline FXG 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: 10,076 shares; 2024Q4: 10,076 shares; 2025Q1: 8,613 shares; 2025Q2: 8,586 shares; 2025Q3: 8,654 shares; 2025Q4: 8,698 shares; 2026Q1: 8,420 shares; 2026Q2: 8,429 shares 8,429 $528K 0.18% +9 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181 shares; 2024Q4: 1,197 shares; 2025Q1: 1,385 shares; 2025Q2: 1,386 shares; 2025Q3: 1,388 shares; 2025Q4: 1,333 shares; 2026Q1: 1,290 shares; 2026Q2: 1,295 shares 1,295 $527K 0.18% +5 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: 17,951 shares; 2024Q4: 15,971 shares; 2025Q1: 14,509 shares; 2025Q2: 14,711 shares; 2025Q3: 14,347 shares; 2025Q4: 12,285 shares; 2026Q1: 12,235 shares; 2026Q2: 12,093 shares 12,093 $512K 0.18% -142 Timeline FXH 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: 2,788 shares; 2024Q4: 3,258 shares; 2025Q1: 3,258 shares; 2025Q2: 3,260 shares; 2025Q3: 3,517 shares; 2025Q4: 3,746 shares; 2026Q1: 3,678 shares; 2026Q2: 4,108 shares 4,108 $503K 0.18% +430 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: 1,807 shares; 2024Q4: 2,203 shares; 2025Q1: 1,528 shares; 2025Q2: 1,511 shares; 2025Q3: 1,514 shares; 2025Q4: 1,517 shares; 2026Q1: 1,520 shares; 2026Q2: 1,518 shares 1,518 $501K 0.17% -2 Timeline MDYV 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: 4,841 shares; 2024Q4: 4,841 shares; 2025Q1: 5,104 shares; 2025Q2: 5,132 shares; 2025Q3: 5,156 shares; 2025Q4: 5,179 shares; 2026Q1: 5,202 shares; 2026Q2: 5,201 shares 5,201 $493K 0.17% -1 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: 3,985 shares; 2024Q4: 3,985 shares; 2025Q1: 3,985 shares; 2025Q2: 4,204 shares; 2025Q3: 4,355 shares; 2025Q4: 4,274 shares; 2026Q1: 4,313 shares; 2026Q2: 4,120 shares 4,120 $485K 0.17% -193 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,484 shares; 2024Q4: 7,780 shares; 2025Q1: 7,867 shares; 2025Q2: 7,867 shares; 2025Q3: 7,837 shares; 2025Q4: 7,790 shares; 2026Q1: 7,773 shares; 2026Q2: 7,824 shares 7,824 $485K 0.17% +51 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: 4,402 shares; 2024Q4: 4,277 shares; 2025Q1: 4,212 shares; 2025Q2: 4,216 shares; 2025Q3: 4,220 shares; 2025Q4: 4,065 shares; 2026Q1: 3,787 shares; 2026Q2: 3,813 shares 3,813 $483K 0.17% +26 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,641 shares; 2024Q4: 2,587 shares; 2025Q1: 2,424 shares; 2025Q2: 2,645 shares; 2025Q3: 2,698 shares; 2025Q4: 2,802 shares; 2026Q1: 2,454 shares; 2026Q2: 2,636 shares 2,636 $477K 0.17% +182 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: 634 shares; 2024Q4: 632 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares; 2026Q2: 635 shares 635 $468K 0.16% +5 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,078 shares; 2025Q2: 6,705 shares; 2025Q3: 6,977 shares; 2025Q4: 7,405 shares; 2026Q1: 7,592 shares; 2026Q2: 7,663 shares 7,663 $467K 0.16% +71 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,832 shares; 2024Q4: 8,831 shares; 2025Q1: 8,805 shares; 2025Q2: 8,873 shares; 2025Q3: 8,266 shares; 2025Q4: 8,267 shares; 2026Q1: 8,267 shares; 2026Q2: 8,048 shares 8,048 $466K 0.16% -219 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: 4,750 shares; 2025Q1: 4,750 shares; 2025Q2: 6,033 shares; 2025Q3: 6,080 shares; 2025Q4: 6,131 shares; 2026Q1: 6,174 shares; 2026Q2: 6,215 shares 6,215 $462K 0.16% +41 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,817 shares; 2024Q4: 13,231 shares; 2025Q1: 13,231 shares; 2025Q2: 13,166 shares; 2025Q3: 13,662 shares; 2025Q4: 13,868 shares; 2026Q1: 14,329 shares; 2026Q2: 14,409 shares 14,409 $461K 0.16% +80 Timeline PEZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: 4,314 shares; 2025Q3: 4,367 shares; 2025Q4: 4,466 shares; 2026Q1: 4,419 shares; 2026Q2: 4,416 shares 4,416 $457K 0.16% -3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,168 shares; 2025Q2: 1,167 shares; 2025Q3: 1,167 shares; 2025Q4: 1,307 shares; 2026Q1: 1,182 shares; 2026Q2: 1,192 shares 1,192 $446K 0.16% +10 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: 3,693 shares; 2024Q4: 3,693 shares; 2025Q1: 4,949 shares; 2025Q2: 4,957 shares; 2025Q3: 5,026 shares; 2025Q4: 5,026 shares; 2026Q1: 4,855 shares; 2026Q2: 4,855 shares 4,855 $439K 0.15% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,765 shares; 2024Q4: 3,587 shares; 2025Q1: 1,882 shares; 2025Q2: 1,880 shares; 2025Q3: 1,781 shares; 2025Q4: 1,480 shares; 2026Q1: 1,433 shares; 2026Q2: 1,434 shares 1,434 $433K 0.15% +1 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,414 shares; 2024Q4: 1,414 shares; 2025Q1: 1,414 shares; 2025Q2: 1,416 shares; 2025Q3: 1,419 shares; 2025Q4: 1,422 shares; 2026Q1: 1,424 shares; 2026Q2: 1,426 shares 1,426 $429K 0.15% +2 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,627 shares; 2024Q4: 3,619 shares; 2025Q1: 3,619 shares; 2025Q2: 3,624 shares; 2025Q3: 3,629 shares; 2025Q4: 3,636 shares; 2026Q1: 3,639 shares; 2026Q2: 3,642 shares 3,642 $428K 0.15% +3 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: 12,771 shares; 2024Q4: 12,803 shares; 2025Q1: 12,802 shares; 2025Q2: 12,871 shares; 2025Q3: 12,574 shares; 2025Q4: 12,672 shares; 2026Q1: 12,303 shares; 2026Q2: 12,384 shares 12,384 $396K 0.14% +81 Timeline FDL 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: 8,131 shares; 2026Q2: 8,119 shares 8,119 $395K 0.14% -12 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,679 shares; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 4,683 shares; 2025Q3: 4,691 shares; 2025Q4: 4,697 shares; 2026Q1: 4,322 shares; 2026Q2: 4,327 shares 4,327 $394K 0.14% +5 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: 1,784 shares; 2024Q4: 1,815 shares; 2025Q1: 1,807 shares; 2025Q2: 1,811 shares; 2025Q3: 1,802 shares; 2025Q4: 1,568 shares; 2026Q1: 1,440 shares; 2026Q2: 1,438 shares 1,438 $391K 0.14% -2 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,247 shares 2,247 $390K 0.14% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,078 shares; 2024Q4: 13,078 shares; 2025Q1: 11,285 shares; 2025Q2: 11,960 shares; 2025Q3: 8,035 shares; 2025Q4: 8,088 shares; 2026Q1: 8,126 shares; 2026Q2: 9,430 shares 9,430 $390K 0.14% +1,304 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: 3,333 shares; 2024Q4: 3,313 shares; 2025Q1: 3,313 shares; 2025Q2: 3,313 shares; 2025Q3: 3,313 shares; 2025Q4: 3,492 shares; 2026Q1: 3,517 shares; 2026Q2: 3,405 shares 3,405 $389K 0.14% -112 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: 5,588 shares; 2024Q4: 5,966 shares; 2025Q1: 6,071 shares; 2025Q2: 6,725 shares; 2025Q3: 6,742 shares; 2025Q4: 6,633 shares; 2026Q1: 6,662 shares; 2026Q2: 4,208 shares 4,208 $382K 0.13% -2,454 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,404 shares; 2026Q2: 2,204 shares 2,204 $380K 0.13% +800 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,456 shares; 2026Q1: 4,377 shares; 2026Q2: 2,998 shares 2,998 $379K 0.13% -1,379 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,362 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,368 shares; 2025Q3: 1,375 shares; 2025Q4: 1,383 shares; 2026Q1: 1,389 shares; 2026Q2: 1,396 shares 1,396 $374K 0.13% +7 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,713 shares; 2024Q4: 18,713 shares; 2025Q1: 20,996 shares; 2025Q2: 21,216 shares; 2025Q3: 21,562 shares; 2025Q4: 21,147 shares; 2026Q1: 19,649 shares; 2026Q2: 20,065 shares 20,065 $372K 0.13% +416 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,506 shares; 2025Q2: 3,506 shares; 2025Q3: 4,145 shares; 2025Q4: 4,145 shares; 2026Q1: 3,865 shares; 2026Q2: 3,865 shares 3,865 $372K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310 shares; 2026Q1: 308 shares; 2026Q2: 312 shares 312 $367K 0.13% +4 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,180 shares; 2024Q4: 14,180 shares; 2025Q1: 14,180 shares; 2025Q2: 49,209 shares; 2025Q3: 36,472 shares; 2025Q4: 18,846 shares; 2026Q1: 18,846 shares; 2026Q2: 18,846 shares 18,846 $360K 0.13% 0 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,004 shares; 2025Q2: 5,623 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,613 shares; 2026Q2: 2,638 shares 2,638 $360K 0.13% +25 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: 2,555 shares; 2025Q2: 2,564 shares; 2025Q3: 3,110 shares; 2025Q4: 3,175 shares; 2026Q1: 3,112 shares; 2026Q2: 3,112 shares 3,112 $357K 0.12% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,067 shares; 2024Q4: 4,067 shares; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 2,365 shares; 2025Q4: 2,374 shares; 2026Q1: 3,101 shares; 2026Q2: 3,057 shares 3,057 $351K 0.12% -44 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: 3,337 shares; 2024Q4: 3,274 shares; 2025Q1: 3,292 shares; 2025Q2: 3,539 shares; 2025Q3: 3,539 shares; 2025Q4: 3,552 shares; 2026Q1: 3,547 shares; 2026Q2: 3,623 shares 3,623 $349K 0.12% +76 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,661 shares; 2025Q4: 1,663 shares; 2026Q1: 2,208 shares; 2026Q2: 2,211 shares 2,211 $347K 0.12% +3 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,236 shares; 2024Q4: 22,236 shares; 2025Q1: 22,236 shares; 2025Q2: 69,061 shares; 2025Q3: 69,061 shares; 2025Q4: 119,061 shares; 2026Q1: 99,061 shares; 2026Q2: 99,740 shares 99,740 $340K 0.12% +679 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,259 shares; 2025Q4: 4,685 shares; 2026Q1: 3,413 shares; 2026Q2: 1,956 shares 1,956 $340K 0.12% -1,457 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,061 shares; 2024Q4: 2,089 shares; 2025Q1: 2,215 shares; 2025Q2: 2,267 shares; 2025Q3: 2,239 shares; 2025Q4: 1,885 shares; 2026Q1: 1,874 shares; 2026Q2: 1,878 shares 1,878 $337K 0.12% +4 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 40,430 shares; 2026Q1: 87,270 shares; 2026Q2: 88,561 shares 88,561 $334K 0.12% +1,291 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: 252 shares; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 758 shares; 2026Q1: 759 shares; 2026Q2: 760 shares 760 $333K 0.12% +1 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 1,394 shares 1,394 $331K 0.12% 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: 4,505 shares; 2024Q4: 4,465 shares; 2025Q1: 4,465 shares; 2025Q2: 4,465 shares; 2025Q3: 4,390 shares; 2025Q4: 4,171 shares; 2026Q1: 4,077 shares; 2026Q2: 4,117 shares 4,117 $331K 0.12% +40 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares; 2026Q2: 902 shares 902 $327K 0.11% +236 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: 1,641 shares; 2024Q4: 1,641 shares; 2025Q1: 1,562 shares; 2025Q2: 1,537 shares; 2025Q3: 1,575 shares; 2025Q4: 1,236 shares; 2026Q1: 1,238 shares; 2026Q2: 1,240 shares 1,240 $323K 0.11% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 2,023 shares; 2025Q4: 2,173 shares; 2026Q1: 2,553 shares; 2026Q2: 2,871 shares 2,871 $317K 0.11% +318 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: 1,810 shares; 2024Q4: 1,816 shares; 2025Q1: 1,822 shares; 2025Q2: 1,829 shares; 2025Q3: 1,835 shares; 2025Q4: 1,817 shares; 2026Q1: 1,823 shares; 2026Q2: 1,829 shares 1,829 $309K 0.11% +6 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,418 shares; 2024Q4: 1,439 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,334 shares; 2025Q4: 1,247 shares; 2026Q1: 1,097 shares; 2026Q2: 1,102 shares 1,102 $298K 0.1% +5 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY 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: 50,000 shares; 2026Q2: 56,101 shares 56,101 $296K 0.1% +6,101 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: 5,509 shares; 2025Q4: 5,509 shares; 2026Q1: 5,506 shares; 2026Q2: 5,506 shares 5,506 $294K 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: not reported; 2024Q4: not reported; 2025Q1: 5,140 shares; 2025Q2: 5,159 shares; 2025Q3: 5,326 shares; 2025Q4: 5,345 shares; 2026Q1: 5,339 shares; 2026Q2: 5,100 shares 5,100 $291K 0.1% -239 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,967 shares; 2024Q4: 1,948 shares; 2025Q1: not reported; 2025Q2: 1,910 shares; 2025Q3: 1,912 shares; 2025Q4: 1,912 shares; 2026Q1: 1,912 shares; 2026Q2: 1,912 shares 1,912 $290K 0.1% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,370 shares; 2026Q1: 4,380 shares; 2026Q2: 4,602 shares 4,602 $289K 0.1% +222 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 3,206 shares 3,206 $288K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 2,109 shares; 2026Q1: 2,533 shares; 2026Q2: 2,905 shares 2,905 $288K 0.1% +372 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,493 shares; 2024Q4: 4,496 shares; 2025Q1: 4,562 shares; 2025Q2: 4,565 shares; 2025Q3: 4,466 shares; 2025Q4: 4,060 shares; 2026Q1: 4,005 shares; 2026Q2: 3,970 shares 3,970 $287K 0.1% -35 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: 872 shares; 2024Q4: 872 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 879 shares; 2025Q4: 883 shares; 2026Q1: 906 shares; 2026Q2: 914 shares 914 $286K 0.1% +8 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,293 shares; 2025Q1: 1,437 shares; 2025Q2: 1,428 shares; 2025Q3: 1,427 shares; 2025Q4: 1,441 shares; 2026Q1: 1,372 shares; 2026Q2: 1,303 shares 1,303 $285K 0.1% -69 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,730 shares; 2025Q1: 1,940 shares; 2025Q2: 2,045 shares; 2025Q3: 2,163 shares; 2025Q4: 2,150 shares; 2026Q1: 1,177 shares; 2026Q2: 1,084 shares 1,084 $283K 0.1% -93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 841 shares 841 $281K 0.1% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,399 shares; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares; 2026Q1: 1,601 shares; 2026Q2: 1,768 shares 1,768 $280K 0.1% +167 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,841 shares; 2024Q4: 2,843 shares; 2025Q1: 2,689 shares; 2025Q2: 2,691 shares; 2025Q3: 2,715 shares; 2025Q4: 2,690 shares; 2026Q1: 3,692 shares; 2026Q2: 2,517 shares 2,517 $276K 0.1% -1,175 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,987 shares; 2025Q3: 16,987 shares; 2025Q4: 10,047 shares; 2026Q1: 35,047 shares; 2026Q2: 35,047 shares 35,047 $271K 0.09% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,042 shares; 2026Q1: 17,207 shares; 2026Q2: 17,207 shares 17,207 $271K 0.09% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 15,000 shares; 2026Q1: 41,200 shares; 2026Q2: 41,200 shares 41,200 $267K 0.09% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,261 shares; 2024Q4: 1,258 shares; 2025Q1: 1,289 shares; 2025Q2: 1,233 shares; 2025Q3: 1,247 shares; 2025Q4: 1,047 shares; 2026Q1: 924 shares; 2026Q2: 907 shares 907 $266K 0.09% -17 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,656 shares; 2025Q2: 1,704 shares; 2025Q3: 1,682 shares; 2025Q4: 1,431 shares; 2026Q1: 1,432 shares; 2026Q2: 1,396 shares 1,396 $265K 0.09% -36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,407 shares; 2025Q3: 2,651 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares; 2026Q2: 2,748 shares 2,748 $264K 0.09% +8 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,202 shares; 2025Q4: 2,204 shares; 2026Q1: 2,205 shares; 2026Q2: 2,207 shares 2,207 $263K 0.09% +2 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: 4,127 shares; 2024Q4: 4,689 shares; 2025Q1: 4,141 shares; 2025Q2: 4,147 shares; 2025Q3: 4,131 shares; 2025Q4: 1,930 shares; 2026Q1: 3,128 shares; 2026Q2: 3,638 shares 3,638 $261K 0.09% +510 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,364 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,346 shares; 2025Q4: 2,346 shares; 2026Q1: 2,323 shares; 2026Q2: 2,323 shares 2,323 $261K 0.09% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,441 shares; 2025Q4: 1,448 shares; 2026Q1: 1,452 shares; 2026Q2: 1,455 shares 1,455 $261K 0.09% +3 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: 1,475 shares; 2024Q4: not reported; 2025Q1: 1,475 shares; 2025Q2: 1,579 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,593 shares; 2026Q2: 1,603 shares 1,603 $260K 0.09% +10 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,758 shares; 2025Q3: 1,761 shares; 2025Q4: 1,765 shares; 2026Q1: 1,769 shares; 2026Q2: 1,772 shares 1,772 $259K 0.09% +3 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: 4,456 shares; 2024Q4: 4,467 shares; 2025Q1: not reported; 2025Q2: 4,489 shares; 2025Q3: 4,889 shares; 2025Q4: 3,965 shares; 2026Q1: 4,069 shares; 2026Q2: 4,183 shares 4,183 $253K 0.09% +114 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 521 shares 521 $252K 0.09% new 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: 2,402 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares; 2026Q1: 2,143 shares; 2026Q2: 2,143 shares 2,143 $251K 0.09% 0 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: 2,840 shares; 2025Q3: 3,191 shares; 2025Q4: 3,613 shares; 2026Q1: 3,467 shares; 2026Q2: 3,479 shares 3,479 $251K 0.09% +12 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,997 shares; 2024Q4: 8,828 shares; 2025Q1: 8,828 shares; 2025Q2: 8,828 shares; 2025Q3: 8,828 shares; 2025Q4: 8,828 shares; 2026Q1: 8,728 shares; 2026Q2: 8,720 shares 8,720 $246K 0.09% -8 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: 2,414 shares; 2024Q4: 2,414 shares; 2025Q1: 2,430 shares; 2025Q2: 2,442 shares; 2025Q3: 2,451 shares; 2025Q4: 2,461 shares; 2026Q1: 2,471 shares; 2026Q2: 2,467 shares 2,467 $238K 0.08% -4 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: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 5,195 shares; 2025Q3: 5,206 shares; 2025Q4: 4,721 shares; 2026Q1: 4,739 shares; 2026Q2: 4,757 shares 4,757 $237K 0.08% +18 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 1,670 shares 1,670 $236K 0.08% new Timeline SLYG 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: not reported; 2026Q2: 1,966 shares 1,966 $234K 0.08% 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: 12,592 shares; 2024Q4: 12,039 shares; 2025Q1: 12,115 shares; 2025Q2: 12,455 shares; 2025Q3: 12,346 shares; 2025Q4: 11,904 shares; 2026Q1: 11,922 shares; 2026Q2: 11,179 shares 11,179 $231K 0.08% -743 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 2,706 shares; 2025Q1: 2,638 shares; 2025Q2: 2,691 shares; 2025Q3: 2,730 shares; 2025Q4: 2,510 shares; 2026Q1: 2,368 shares; 2026Q2: 2,059 shares 2,059 $229K 0.08% -309 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,740 shares; 2024Q4: 3,452 shares; 2025Q1: 3,138 shares; 2025Q2: 3,078 shares; 2025Q3: 3,082 shares; 2025Q4: 3,092 shares; 2026Q1: 3,007 shares; 2026Q2: 3,018 shares 3,018 $228K 0.08% +11 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,689 shares; 2026Q1: 1,577 shares; 2026Q2: 1,559 shares 1,559 $228K 0.08% -18 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 4,226 shares 4,226 $225K 0.08% new 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: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares; 2026Q2: 439 shares 439 $224K 0.08% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,475 shares; 2025Q3: 1,548 shares; 2025Q4: 1,746 shares; 2026Q1: 1,906 shares; 2026Q2: 1,918 shares 1,918 $224K 0.08% +12 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 421 shares; 2024Q4: 494 shares; 2025Q1: 577 shares; 2025Q2: 583 shares; 2025Q3: 720 shares; 2025Q4: 3,235 shares; 2026Q1: 1,970 shares; 2026Q2: 2,245 shares 2,245 $223K 0.08% +275 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: not reported; 2026Q2: 308 shares 308 $222K 0.08% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES 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: 12,315 shares; 2026Q1: 12,354 shares; 2026Q2: 12,509 shares 12,509 $222K 0.08% +155 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: 395 shares; 2025Q2: 395 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: not reported; 2026Q2: 395 shares 395 $221K 0.08% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,678 shares; 2025Q1: 2,667 shares; 2025Q2: 2,662 shares; 2025Q3: 2,662 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,640 shares 2,640 $221K 0.08% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,978 shares; 2024Q4: 6,821 shares; 2025Q1: 6,310 shares; 2025Q2: 6,258 shares; 2025Q3: 6,239 shares; 2025Q4: not reported; 2026Q1: 1,633 shares; 2026Q2: 1,628 shares 1,628 $211K 0.07% -5 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,559 shares; 2024Q4: 5,441 shares; 2025Q1: 5,444 shares; 2025Q2: 5,450 shares; 2025Q3: 5,703 shares; 2025Q4: 6,295 shares; 2026Q1: not reported; 2026Q2: 6,160 shares 6,160 $209K 0.07% 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: not reported; 2026Q2: 840 shares 840 $208K 0.07% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,742 shares; 2024Q4: 11,742 shares; 2025Q1: 11,742 shares; 2025Q2: 11,742 shares; 2025Q3: 11,742 shares; 2025Q4: 12,188 shares; 2026Q1: 12,188 shares; 2026Q2: 12,188 shares 12,188 $194K 0.07% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 16,130 shares; 2026Q2: 16,130 shares 16,130 $192K 0.07% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 12,931 shares 12,931 $173K 0.06% new Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC 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: 11,638 shares 11,638 $170K 0.06% new Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $119K 0.04% 0 Timeline