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: 225,492 shares; 2024Q4: 194,129 shares; 2025Q1: 199,108 shares; 2025Q2: 146,008 shares; 2025Q3: 120,649 shares; 2025Q4: 126,619 shares; 2026Q1: 128,257 shares; 2026Q2: 120,543 shares 120,543 $25.6M 6.7% -7,714 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,612 shares; 2024Q4: 41,807 shares; 2025Q1: 102,259 shares; 2025Q2: 157,267 shares; 2025Q3: 154,154 shares; 2025Q4: 160,211 shares; 2026Q1: 140,465 shares; 2026Q2: 140,476 shares 140,476 $16.5M 4.31% +11 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,269 shares; 2024Q4: 276,447 shares; 2025Q1: 298,221 shares; 2025Q2: 339,856 shares; 2025Q3: 324,752 shares; 2025Q4: 324,552 shares; 2026Q1: 323,859 shares; 2026Q2: 320,040 shares 320,040 $15M 3.91% -3,819 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: 73,089 shares; 2024Q4: 100,524 shares; 2025Q1: 128,847 shares; 2025Q2: 127,108 shares; 2025Q3: 123,894 shares; 2025Q4: 127,128 shares; 2026Q1: 160,264 shares; 2026Q2: 161,396 shares 161,396 $12.4M 3.25% +1,132 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: 30,655 shares; 2024Q4: 30,655 shares; 2025Q1: 30,555 shares; 2025Q2: 30,480 shares; 2025Q3: 32,320 shares; 2025Q4: 40,696 shares; 2026Q1: 42,586 shares; 2026Q2: 42,596 shares 42,596 $12.3M 3.22% +10 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: 55,205 shares; 2024Q4: 59,386 shares; 2025Q1: 69,956 shares; 2025Q2: 69,311 shares; 2025Q3: 66,290 shares; 2025Q4: 65,871 shares; 2026Q1: 65,320 shares; 2026Q2: 77,181 shares 77,181 $11.4M 2.99% +11,861 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,841 shares; 2024Q4: 39,734 shares; 2025Q1: 54,171 shares; 2025Q2: 113,171 shares; 2025Q3: 114,837 shares; 2025Q4: 119,009 shares; 2026Q1: 137,513 shares; 2026Q2: 137,573 shares 137,573 $9.8M 2.56% +60 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: 18,776 shares; 2024Q4: 18,384 shares; 2025Q1: 17,972 shares; 2025Q2: 17,861 shares; 2025Q3: 18,075 shares; 2025Q4: 27,443 shares; 2026Q1: 25,731 shares; 2026Q2: 25,223 shares 25,223 $9.41M 2.46% -508 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 606,605 shares; 2024Q4: 590,725 shares; 2025Q1: 252,659 shares; 2025Q2: 317,682 shares; 2025Q3: 315,355 shares; 2025Q4: 342,509 shares; 2026Q1: 344,900 shares; 2026Q2: 350,539 shares 350,539 $8.79M 2.3% +5,639 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,633 shares; 2024Q4: 163,679 shares; 2025Q1: 179,542 shares; 2025Q2: 113,769 shares; 2025Q3: 110,507 shares; 2025Q4: 110,032 shares; 2026Q1: 104,266 shares; 2026Q2: 103,135 shares 103,135 $7.57M 1.98% -1,131 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: 36,770 shares; 2024Q4: 37,988 shares; 2025Q1: 38,294 shares; 2025Q2: 38,067 shares; 2025Q3: 38,163 shares; 2025Q4: 38,117 shares; 2026Q1: 38,058 shares; 2026Q2: 39,174 shares 39,174 $7.43M 1.94% +1,116 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,494 shares; 2024Q4: 8,641 shares; 2025Q1: 8,915 shares; 2025Q2: 9,502 shares; 2025Q3: 11,108 shares; 2025Q4: 11,946 shares; 2026Q1: 17,337 shares; 2026Q2: 11,619 shares 11,619 $6.75M 1.76% -5,718 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 2,638 shares; 2025Q1: 2,718 shares; 2025Q2: 2,662 shares; 2025Q3: 6,415 shares; 2025Q4: 6,349 shares; 2026Q1: 6,169 shares; 2026Q2: 6,233 shares 6,233 $6.64M 1.73% +64 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: 26,453 shares; 2024Q4: 25,014 shares; 2025Q1: 25,003 shares; 2025Q2: 20,806 shares; 2025Q3: 21,899 shares; 2025Q4: 21,815 shares; 2026Q1: 21,111 shares; 2026Q2: 21,277 shares 21,277 $5.98M 1.56% +166 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,824 shares; 2025Q4: 10,436 shares; 2026Q1: 17,050 shares; 2026Q2: 16,054 shares 16,054 $5.74M 1.5% -996 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: 20,796 shares; 2024Q4: 18,151 shares; 2025Q1: 14,621 shares; 2025Q2: 11,311 shares; 2025Q3: 7,561 shares; 2025Q4: 8,893 shares; 2026Q1: 8,043 shares; 2026Q2: 8,130 shares 8,130 $5.58M 1.46% +87 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: 46,336 shares; 2024Q4: 42,918 shares; 2025Q1: 42,702 shares; 2025Q2: 45,959 shares; 2025Q3: 46,903 shares; 2025Q4: 45,661 shares; 2026Q1: 46,485 shares; 2026Q2: 46,937 shares 46,937 $5.51M 1.44% +452 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,213 shares; 2026Q2: 90,821 shares 90,821 $5.35M 1.4% +47,608 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,865 shares; 2025Q4: 18,354 shares; 2026Q1: 61,400 shares; 2026Q2: 59,268 shares 59,268 $5.25M 1.37% -2,132 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: 75,471 shares; 2024Q4: 69,682 shares; 2025Q1: 69,636 shares; 2025Q2: 57,230 shares; 2025Q3: 57,983 shares; 2025Q4: 57,947 shares; 2026Q1: 46,764 shares; 2026Q2: 46,093 shares 46,093 $5.22M 1.36% -671 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: 25,001 shares; 2024Q4: 25,001 shares; 2025Q1: 32,314 shares; 2025Q2: 32,236 shares; 2025Q3: 32,436 shares; 2025Q4: 32,515 shares; 2026Q1: 35,213 shares; 2026Q2: 35,202 shares 35,202 $5.16M 1.35% -11 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: 4,324 shares; 2024Q4: 4,324 shares; 2025Q1: 4,259 shares; 2025Q2: 4,259 shares; 2025Q3: 4,259 shares; 2025Q4: 4,260 shares; 2026Q1: 4,267 shares; 2026Q2: 4,267 shares 4,267 $5.12M 1.34% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,567 shares; 2024Q4: 14,666 shares; 2025Q1: 15,799 shares; 2025Q2: 15,196 shares; 2025Q3: 15,046 shares; 2025Q4: 14,679 shares; 2026Q1: 14,909 shares; 2026Q2: 15,618 shares 15,618 $5.11M 1.34% +709 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,037 shares; 2024Q4: 78,259 shares; 2025Q1: 74,851 shares; 2025Q2: 71,636 shares; 2025Q3: 69,367 shares; 2025Q4: 136,780 shares; 2026Q1: 114,872 shares; 2026Q2: 111,786 shares 111,786 $5.07M 1.32% -3,086 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: 73,770 shares; 2024Q4: 65,899 shares; 2025Q1: 67,191 shares; 2025Q2: 66,093 shares; 2025Q3: 66,680 shares; 2025Q4: 66,785 shares; 2026Q1: 66,637 shares; 2026Q2: 66,521 shares 66,521 $4.95M 1.29% -116 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,461 shares; 2024Q4: 11,225 shares; 2025Q1: 11,214 shares; 2025Q2: 12,658 shares; 2025Q3: 12,768 shares; 2025Q4: 14,590 shares; 2026Q1: 14,645 shares; 2026Q2: 11,338 shares 11,338 $4.89M 1.28% -3,307 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,418 shares; 2024Q4: 19,255 shares; 2025Q1: 19,300 shares; 2025Q2: 18,970 shares; 2025Q3: 18,451 shares; 2025Q4: 18,512 shares; 2026Q1: 18,490 shares; 2026Q2: 18,027 shares 18,027 $4.75M 1.24% -463 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,650 shares; 2025Q4: 7,351 shares; 2026Q1: 10,999 shares; 2026Q2: 11,015 shares 11,015 $4.63M 1.21% +16 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,849 shares; 2024Q4: 26,432 shares; 2025Q1: 20,985 shares; 2025Q2: 19,775 shares; 2025Q3: 18,331 shares; 2025Q4: 18,174 shares; 2026Q1: 20,235 shares; 2026Q2: 24,648 shares 24,648 $4.57M 1.19% +4,413 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,968 shares; 2024Q4: 70,380 shares; 2025Q1: 67,660 shares; 2025Q2: 63,763 shares; 2025Q3: 62,353 shares; 2025Q4: 60,725 shares; 2026Q1: 49,905 shares; 2026Q2: 47,187 shares 47,187 $4.15M 1.08% -2,718 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: not reported; 2026Q1: 3,496 shares; 2026Q2: 3,523 shares 3,523 $4.14M 1.08% +27 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: 139,338 shares; 2024Q4: 125,772 shares; 2025Q1: 128,364 shares; 2025Q2: 126,307 shares; 2025Q3: 128,104 shares; 2025Q4: 129,195 shares; 2026Q1: 129,440 shares; 2026Q2: 128,902 shares 128,902 $4.12M 1.08% -538 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,894 shares; 2024Q4: 13,446 shares; 2025Q1: 14,027 shares; 2025Q2: 13,929 shares; 2025Q3: 16,075 shares; 2025Q4: 15,839 shares; 2026Q1: 17,089 shares; 2026Q2: 17,016 shares 17,016 $4.02M 1.05% -73 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: 35,479 shares; 2024Q4: 31,383 shares; 2025Q1: 31,180 shares; 2025Q2: 30,271 shares; 2025Q3: 27,077 shares; 2025Q4: 23,664 shares; 2026Q1: 21,642 shares; 2026Q2: 19,729 shares 19,729 $3.95M 1.03% -1,913 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: 29,733 shares; 2024Q4: 27,557 shares; 2025Q1: 28,617 shares; 2025Q2: 28,378 shares; 2025Q3: 28,221 shares; 2025Q4: 27,840 shares; 2026Q1: 28,166 shares; 2026Q2: 28,138 shares 28,138 $3.85M 1% -28 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,959 shares; 2024Q4: 12,545 shares; 2025Q1: 12,980 shares; 2025Q2: 12,828 shares; 2025Q3: 13,022 shares; 2025Q4: 13,425 shares; 2026Q1: 14,479 shares; 2026Q2: 14,655 shares 14,655 $3.5M 0.91% +176 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,130 shares; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,140 shares; 2025Q4: 1,053 shares; 2026Q1: 8,746 shares; 2026Q2: 9,024 shares 9,024 $3.41M 0.89% +278 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: 22,401 shares; 2024Q4: 22,240 shares; 2025Q1: 22,240 shares; 2025Q2: 22,240 shares; 2025Q3: 22,240 shares; 2025Q4: 22,240 shares; 2026Q1: 22,351 shares; 2026Q2: 22,351 shares 22,351 $3.39M 0.88% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,411 shares; 2025Q3: 54,100 shares; 2025Q4: 47,390 shares; 2026Q1: 45,784 shares; 2026Q2: 45,477 shares 45,477 $3.35M 0.87% -307 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: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 53,399 shares; 2025Q4: 52,917 shares; 2026Q1: 53,582 shares; 2026Q2: 55,581 shares 55,581 $3.17M 0.83% +1,999 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: 8,109 shares; 2024Q4: 7,722 shares; 2025Q1: 7,821 shares; 2025Q2: 7,767 shares; 2025Q3: 7,843 shares; 2025Q4: 7,857 shares; 2026Q1: 7,859 shares; 2026Q2: 8,389 shares 8,389 $2.97M 0.78% +530 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: 6,526 shares; 2024Q4: 5,876 shares; 2025Q1: 5,961 shares; 2025Q2: 5,894 shares; 2025Q3: 5,844 shares; 2025Q4: 5,890 shares; 2026Q1: 5,894 shares; 2026Q2: 5,935 shares 5,935 $2.94M 0.77% +41 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: 2,229 shares; 2024Q4: 2,005 shares; 2025Q1: 1,969 shares; 2025Q2: 2,344 shares; 2025Q3: 2,332 shares; 2025Q4: 2,198 shares; 2026Q1: 2,194 shares; 2026Q2: 2,148 shares 2,148 $2.92M 0.76% -46 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: 18,401 shares; 2024Q4: 22,373 shares; 2025Q1: 22,915 shares; 2025Q2: 22,672 shares; 2025Q3: 23,353 shares; 2025Q4: 23,439 shares; 2026Q1: 21,696 shares; 2026Q2: 21,279 shares 21,279 $2.91M 0.76% -417 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,462 shares; 2026Q2: 3,560 shares 3,560 $2.72M 0.71% +98 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,020 shares; 2024Q4: 8,020 shares; 2025Q1: 8,020 shares; 2025Q2: 8,020 shares; 2025Q3: 8,000 shares; 2025Q4: 4,675 shares; 2026Q1: 4,665 shares; 2026Q2: 10,441 shares 10,441 $2.67M 0.7% +5,776 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: 24,800 shares; 2024Q4: 26,207 shares; 2025Q1: 26,926 shares; 2025Q2: 26,704 shares; 2025Q3: 27,332 shares; 2025Q4: 27,918 shares; 2026Q1: 27,995 shares; 2026Q2: 27,637 shares 27,637 $2.65M 0.69% -358 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: 16,908 shares; 2024Q4: 20,105 shares; 2025Q1: 20,529 shares; 2025Q2: 20,308 shares; 2025Q3: 20,697 shares; 2025Q4: 20,998 shares; 2026Q1: 20,959 shares; 2026Q2: 20,667 shares 20,667 $2.62M 0.68% -292 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,432 shares; 2024Q4: 38,453 shares; 2025Q1: 42,076 shares; 2025Q2: 40,820 shares; 2025Q3: 41,587 shares; 2025Q4: 37,625 shares; 2026Q1: 24,565 shares; 2026Q2: 18,994 shares 18,994 $2.4M 0.63% -5,571 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,110 shares; 2024Q4: 10,107 shares; 2025Q1: 11,451 shares; 2025Q2: 11,374 shares; 2025Q3: 11,954 shares; 2025Q4: 11,940 shares; 2026Q1: 11,989 shares; 2026Q2: 11,844 shares 11,844 $2.38M 0.62% -145 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,845 shares; 2024Q4: 3,401 shares; 2025Q1: 3,851 shares; 2025Q2: 3,789 shares; 2025Q3: 4,472 shares; 2025Q4: 4,075 shares; 2026Q1: 2,570 shares; 2026Q2: 2,266 shares 2,266 $2.36M 0.62% -304 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: 7,336 shares; 2024Q4: 6,842 shares; 2025Q1: 6,811 shares; 2025Q2: 6,729 shares; 2025Q3: 6,492 shares; 2025Q4: 6,650 shares; 2026Q1: 6,609 shares; 2026Q2: 6,578 shares 6,578 $2.32M 0.61% -31 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,362 shares; 2024Q4: 14,631 shares; 2025Q1: 14,995 shares; 2025Q2: 14,581 shares; 2025Q3: 23,083 shares; 2025Q4: 23,172 shares; 2026Q1: 23,291 shares; 2026Q2: 29,312 shares 29,312 $2.29M 0.6% +6,021 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,853 shares; 2024Q4: 37,369 shares; 2025Q1: 38,186 shares; 2025Q2: 37,800 shares; 2025Q3: 38,195 shares; 2025Q4: 36,828 shares; 2026Q1: 32,516 shares; 2026Q2: 31,374 shares 31,374 $2.14M 0.56% -1,142 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: 7,812 shares; 2024Q4: 7,333 shares; 2025Q1: 7,281 shares; 2025Q2: 4,203 shares; 2025Q3: 4,203 shares; 2025Q4: 4,203 shares; 2026Q1: 4,205 shares; 2026Q2: 4,244 shares 4,244 $2.13M 0.56% +39 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: 26,076 shares; 2024Q4: 22,521 shares; 2025Q1: 23,188 shares; 2025Q2: 22,639 shares; 2025Q3: 23,784 shares; 2025Q4: 23,788 shares; 2026Q1: 23,684 shares; 2026Q2: 23,891 shares 23,891 $2.1M 0.55% +207 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,887 shares; 2025Q4: 12,981 shares; 2026Q1: 13,074 shares; 2026Q2: 14,278 shares 14,278 $2.06M 0.54% +1,204 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,112 shares; 2024Q4: 13,761 shares; 2025Q1: 13,719 shares; 2025Q2: 13,790 shares; 2025Q3: 14,768 shares; 2025Q4: 13,344 shares; 2026Q1: 13,460 shares; 2026Q2: 14,580 shares 14,580 $1.99M 0.52% +1,120 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: 20,773 shares; 2024Q4: 18,577 shares; 2025Q1: 21,507 shares; 2025Q2: 20,986 shares; 2025Q3: 21,600 shares; 2025Q4: 20,462 shares; 2026Q1: 11,512 shares; 2026Q2: 10,991 shares 10,991 $1.97M 0.52% -521 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,135 shares; 2024Q4: 24,096 shares; 2025Q1: 24,542 shares; 2025Q2: 24,013 shares; 2025Q3: 39,668 shares; 2025Q4: 34,048 shares; 2026Q1: 34,303 shares; 2026Q2: 34,022 shares 34,022 $1.89M 0.49% -281 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: 6,421 shares; 2024Q4: 6,421 shares; 2025Q1: 6,421 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,284 shares; 2026Q2: 6,284 shares 6,284 $1.87M 0.49% 0 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: 3,109 shares; 2024Q4: 2,840 shares; 2025Q1: 2,909 shares; 2025Q2: 2,849 shares; 2025Q3: 3,136 shares; 2025Q4: 3,159 shares; 2026Q1: 3,157 shares; 2026Q2: 3,586 shares 3,586 $1.83M 0.48% +429 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,189 shares; 2024Q4: 5,189 shares; 2025Q1: 5,189 shares; 2025Q2: 5,189 shares; 2025Q3: 5,289 shares; 2025Q4: 5,183 shares; 2026Q1: 5,283 shares; 2026Q2: 5,340 shares 5,340 $1.81M 0.47% +57 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,964 shares 5,964 $1.75M 0.46% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,283 shares; 2024Q4: 7,921 shares; 2025Q1: 18,704 shares; 2025Q2: 18,371 shares; 2025Q3: 18,687 shares; 2025Q4: 17,894 shares; 2026Q1: 17,581 shares; 2026Q2: 18,378 shares 18,378 $1.74M 0.46% +797 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: 2,823 shares; 2024Q4: 2,634 shares; 2025Q1: 3,535 shares; 2025Q2: 3,444 shares; 2025Q3: 3,449 shares; 2025Q4: 3,498 shares; 2026Q1: 3,521 shares; 2026Q2: 5,325 shares 5,325 $1.68M 0.44% +1,804 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: 9,033 shares; 2024Q4: not reported; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: 11,646 shares; 2025Q4: 9,128 shares; 2026Q1: 11,560 shares; 2026Q2: 11,580 shares 11,580 $1.62M 0.42% +20 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,061 shares; 2024Q4: 41,179 shares; 2025Q1: 45,471 shares; 2025Q2: 44,948 shares; 2025Q3: 45,900 shares; 2025Q4: 46,869 shares; 2026Q1: 47,033 shares; 2026Q2: 47,280 shares 47,280 $1.62M 0.42% +247 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: 2,820 shares; 2024Q4: 2,654 shares; 2025Q1: 2,698 shares; 2025Q2: 2,623 shares; 2025Q3: 2,658 shares; 2025Q4: 2,680 shares; 2026Q1: 2,685 shares; 2026Q2: 3,117 shares 3,117 $1.59M 0.41% +432 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: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 5,850 shares; 2025Q2: 5,850 shares; 2025Q3: 5,850 shares; 2025Q4: 5,850 shares; 2026Q1: 5,850 shares; 2026Q2: 5,850 shares 5,850 $1.5M 0.39% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,310 shares; 2025Q4: 16,348 shares; 2026Q1: 16,467 shares; 2026Q2: 17,951 shares 17,951 $1.48M 0.39% +1,484 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,931 shares; 2024Q4: 6,256 shares; 2025Q1: 6,232 shares; 2025Q2: 6,110 shares; 2025Q3: 6,158 shares; 2025Q4: 6,431 shares; 2026Q1: 6,456 shares; 2026Q2: 6,391 shares 6,391 $1.41M 0.37% -65 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,661 shares; 2026Q2: 8,836 shares 8,836 $1.38M 0.36% +175 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: 4,075 shares; 2024Q4: 4,080 shares; 2025Q1: 4,031 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares; 2026Q2: 4,168 shares 4,168 $1.38M 0.36% +68 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: 14,399 shares; 2024Q4: 12,776 shares; 2025Q1: 12,931 shares; 2025Q2: 12,736 shares; 2025Q3: 16,477 shares; 2025Q4: 16,556 shares; 2026Q1: 16,643 shares; 2026Q2: 14,565 shares 14,565 $1.32M 0.35% -2,078 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $1.28M 0.33% 0 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: 18,870 shares; 2024Q4: 17,601 shares; 2025Q1: 19,103 shares; 2025Q2: 7,857 shares; 2025Q3: 7,645 shares; 2025Q4: 7,645 shares; 2026Q1: 7,762 shares; 2026Q2: 7,683 shares 7,683 $1.27M 0.33% -79 Timeline KBE 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: 4,215 shares; 2024Q4: 4,215 shares; 2025Q1: 4,215 shares; 2025Q2: 4,289 shares; 2025Q3: 11,164 shares; 2025Q4: 11,090 shares; 2026Q1: 11,490 shares; 2026Q2: 18,332 shares 18,332 $1.25M 0.33% +6,842 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: 2,907 shares; 2024Q4: 2,856 shares; 2025Q1: 2,856 shares; 2025Q2: 2,831 shares; 2025Q3: 2,831 shares; 2025Q4: 2,831 shares; 2026Q1: 2,836 shares; 2026Q2: 2,878 shares 2,878 $1.2M 0.31% +42 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,480 shares; 2024Q4: 2,480 shares; 2025Q1: 2,480 shares; 2025Q2: 2,480 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares; 2026Q2: 2,480 shares 2,480 $1.14M 0.3% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,869 shares; 2024Q4: 3,544 shares; 2025Q1: 3,525 shares; 2025Q2: 8,354 shares; 2025Q3: 8,337 shares; 2025Q4: 7,511 shares; 2026Q1: 7,545 shares; 2026Q2: 12,997 shares 12,997 $1.12M 0.29% +5,452 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares; 2026Q2: 1,080 shares 1,080 $1.09M 0.29% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,037 shares; 2025Q2: 2,844 shares; 2025Q3: 3,311 shares; 2025Q4: 5,321 shares; 2026Q1: 5,377 shares; 2026Q2: 5,230 shares 5,230 $996K 0.26% -147 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: 5,508 shares; 2024Q4: 4,260 shares; 2025Q1: 4,190 shares; 2025Q2: 3,577 shares; 2025Q3: 3,794 shares; 2025Q4: 3,794 shares; 2026Q1: 3,851 shares; 2026Q2: 3,851 shares 3,851 $978K 0.26% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,880 shares; 2024Q4: 39,880 shares; 2025Q1: 39,880 shares; 2025Q2: 39,880 shares; 2025Q3: 39,880 shares; 2025Q4: 39,880 shares; 2026Q1: 39,880 shares; 2026Q2: 39,280 shares 39,280 $964K 0.25% -600 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 6,080 shares; 2025Q1: 6,080 shares; 2025Q2: 6,080 shares; 2025Q3: 6,080 shares; 2025Q4: 6,080 shares; 2026Q1: 6,080 shares; 2026Q2: 6,080 shares 6,080 $794K 0.21% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,039 shares; 2026Q2: 25,039 shares 25,039 $756K 0.2% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,247 shares; 2024Q4: 13,247 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $749K 0.2% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,197 shares; 2026Q2: 10,197 shares 10,197 $734K 0.19% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,694 shares; 2025Q2: 12,748 shares; 2025Q3: 11,419 shares; 2025Q4: 11,965 shares; 2026Q1: 11,641 shares; 2026Q2: 8,911 shares 8,911 $694K 0.18% -2,730 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: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,380 shares; 2025Q2: 1,380 shares; 2025Q3: 1,880 shares; 2025Q4: 1,380 shares; 2026Q1: 1,975 shares; 2026Q2: 1,955 shares 1,955 $691K 0.18% -20 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,634 shares; 2026Q1: 9,820 shares; 2026Q2: 6,770 shares 6,770 $682K 0.18% -3,050 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: 3,752 shares; 2025Q1: 2,058 shares; 2025Q2: 2,052 shares; 2025Q3: 1,930 shares; 2025Q4: 1,837 shares; 2026Q1: 1,816 shares; 2026Q2: 1,787 shares 1,787 $661K 0.17% -29 Timeline VRP 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: 32,990 shares; 2024Q4: 27,363 shares; 2025Q1: 29,563 shares; 2025Q2: 29,923 shares; 2025Q3: 27,673 shares; 2025Q4: 27,392 shares; 2026Q1: 27,741 shares; 2026Q2: 27,190 shares 27,190 $661K 0.17% -551 Timeline IHI 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: 19,125 shares; 2025Q3: 20,612 shares; 2025Q4: 19,766 shares; 2026Q1: 13,450 shares; 2026Q2: 12,948 shares 12,948 $640K 0.17% -502 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: 850 shares 850 $615K 0.16% 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: 8,652 shares; 2024Q4: 7,389 shares; 2025Q1: 7,416 shares; 2025Q2: 7,325 shares; 2025Q3: 7,414 shares; 2025Q4: 7,495 shares; 2026Q1: 7,528 shares; 2026Q2: 7,101 shares 7,101 $601K 0.16% -427 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,191 shares; 2026Q2: 8,970 shares 8,970 $589K 0.15% -221 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,915 shares; 2025Q3: 6,660 shares; 2025Q4: 6,302 shares; 2026Q1: 6,304 shares; 2026Q2: 6,165 shares 6,165 $583K 0.15% -139 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,095 shares; 2025Q4: 2,095 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $568K 0.15% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,141 shares; 2024Q4: 11,006 shares; 2025Q1: 11,561 shares; 2025Q2: 11,381 shares; 2025Q3: 15,293 shares; 2025Q4: 15,187 shares; 2026Q1: 15,255 shares; 2026Q2: 13,103 shares 13,103 $559K 0.15% -2,152 Timeline XLB 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: 10,507 shares; 2024Q4: 9,728 shares; 2025Q1: 5,792 shares; 2025Q2: 5,815 shares; 2025Q3: 5,693 shares; 2025Q4: 11,239 shares; 2026Q1: 11,280 shares; 2026Q2: 10,609 shares 10,609 $539K 0.14% -671 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,073 shares; 2024Q4: 5,073 shares; 2025Q1: 5,073 shares; 2025Q2: 5,073 shares; 2025Q3: 5,073 shares; 2025Q4: 5,054 shares; 2026Q1: 5,122 shares; 2026Q2: 5,122 shares 5,122 $530K 0.14% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 578 shares; 2025Q1: 801 shares; 2025Q2: 785 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 698 shares; 2026Q2: 693 shares 693 $519K 0.14% -5 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,399 shares; 2026Q2: 8,546 shares 8,546 $510K 0.13% +147 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares; 2026Q2: 2,140 shares 2,140 $508K 0.13% 0 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: 3,228 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 3,081 shares; 2025Q3: 2,977 shares; 2025Q4: 2,977 shares; 2026Q1: 2,985 shares; 2026Q2: 2,985 shares 2,985 $505K 0.13% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: not reported; 2026Q1: 1,939 shares; 2026Q2: 2,094 shares 2,094 $499K 0.13% +155 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,416 shares; 2024Q4: 1,266 shares; 2025Q1: 690 shares; 2025Q2: 662 shares; 2025Q3: 603 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $439K 0.11% 0 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,835 shares; 2024Q4: 21,004 shares; 2025Q1: 21,013 shares; 2025Q2: 21,195 shares; 2025Q3: 18,026 shares; 2025Q4: 18,026 shares; 2026Q1: 18,015 shares; 2026Q2: 18,015 shares 18,015 $424K 0.11% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,200 shares 9,200 $415K 0.11% +200 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,525 shares; 2024Q4: 14,100 shares; 2025Q1: 14,100 shares; 2025Q2: 14,100 shares; 2025Q3: 14,100 shares; 2025Q4: 14,100 shares; 2026Q1: 11,995 shares; 2026Q2: 11,995 shares 11,995 $406K 0.11% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; 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: 72,272 shares; 2026Q2: 72,272 shares 72,272 $401K 0.1% 0 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 35,259 shares; 2026Q2: 35,518 shares 35,518 $395K 0.1% +259 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,016 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares; 2026Q2: 1,745 shares 1,745 $389K 0.1% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,312 shares; 2025Q3: 4,312 shares; 2025Q4: 4,312 shares; 2026Q1: 4,312 shares; 2026Q2: 4,312 shares 4,312 $389K 0.1% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,411 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 1,411 shares; 2025Q4: 1,411 shares; 2026Q1: 1,505 shares; 2026Q2: 1,505 shares 1,505 $379K 0.1% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 904 shares; 2025Q3: 1,004 shares; 2025Q4: 992 shares; 2026Q1: 1,002 shares; 2026Q2: 1,007 shares 1,007 $376K 0.1% +5 Timeline BKT BLACKROCK INCOME TR INC More: the full row for BLACKROCK INCOME TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,953 shares; 2024Q4: 66,663 shares; 2025Q1: 55,199 shares; 2025Q2: 54,839 shares; 2025Q3: 52,777 shares; 2025Q4: 36,879 shares; 2026Q1: 36,629 shares; 2026Q2: 35,076 shares 35,076 $376K 0.1% -1,553 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 754 shares; 2025Q4: not reported; 2026Q1: 711 shares; 2026Q2: 711 shares 711 $365K 0.1% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,958 shares; 2024Q4: 14,423 shares; 2025Q1: 14,439 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,712 shares; 2026Q1: 2,792 shares; 2026Q2: 2,747 shares 2,747 $353K 0.09% -45 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 507 shares 507 $333K 0.09% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,430 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,416 shares; 2026Q2: 1,414 shares 1,414 $321K 0.08% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 513 shares; 2026Q2: 566 shares 566 $319K 0.08% +53 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,920 shares; 2026Q2: 6,092 shares 6,092 $266K 0.07% +172 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,709 shares; 2026Q2: 4,732 shares 4,732 $265K 0.07% +23 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 2,793 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,525 shares; 2025Q4: 2,525 shares; 2026Q1: 2,538 shares; 2026Q2: 2,538 shares 2,538 $264K 0.07% 0 Timeline KRE 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: 3,480 shares; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,480 shares; 2025Q4: 3,480 shares; 2026Q1: 3,480 shares; 2026Q2: 3,480 shares 3,480 $260K 0.07% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares; 2025Q3: 2,507 shares; 2025Q4: 2,507 shares; 2026Q1: 2,429 shares; 2026Q2: 2,326 shares 2,326 $257K 0.07% -103 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: not reported; 2026Q1: 3,730 shares; 2026Q2: 3,530 shares 3,530 $252K 0.07% -200 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 11,481 shares; 2026Q2: 11,461 shares 11,461 $247K 0.06% -20 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,969 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,223 shares; 2026Q2: 3,223 shares 3,223 $246K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 260 shares; 2025Q4: not reported; 2026Q1: 263 shares; 2026Q2: 263 shares 263 $246K 0.06% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,265 shares; 2024Q4: not reported; 2025Q1: 970 shares; 2025Q2: 970 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares; 2026Q2: 1,079 shares 1,079 $241K 0.06% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,118 shares; 2026Q2: 5,118 shares 5,118 $235K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,690 shares; 2025Q4: not reported; 2026Q1: 4,690 shares; 2026Q2: 4,690 shares 4,690 $225K 0.06% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $223K 0.06% 0 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: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,048 shares; 2025Q3: 2,049 shares; 2025Q4: 2,015 shares; 2026Q1: not reported; 2026Q2: 2,016 shares 2,016 $221K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 535 shares 535 $215K 0.06% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,060 shares 4,060 $212K 0.06% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 408 shares 408 $212K 0.06% new 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: 521 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 287 shares 287 $211K 0.06% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,178 shares; 2024Q4: 9,028 shares; 2025Q1: 9,028 shares; 2025Q2: not reported; 2025Q3: 7,965 shares; 2025Q4: not reported; 2026Q1: 8,652 shares; 2026Q2: 8,726 shares 8,726 $210K 0.05% +74 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,266 shares 2,266 $208K 0.05% new Timeline KORE KORE GROUP HLDGS INC More: the full row for KORE GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,430 shares; 2025Q1: 34,430 shares; 2025Q2: 34,430 shares; 2025Q3: 34,430 shares; 2025Q4: 34,430 shares; 2026Q1: 20,430 shares; 2026Q2: 20,430 shares 20,430 $189K 0.05% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR 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: 15,593 shares; 2026Q2: 15,968 shares 15,968 $160K 0.04% +375 Timeline OGCP EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; 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: 23,269 shares; 2026Q2: 23,269 shares 23,269 $111K 0.03% 0 Timeline FTNY PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,044 shares; 2026Q1: 12,111 shares; 2026Q2: 12,230 shares 12,230 $97.5K 0.03% +119 Timeline