NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,338 shares; 2024Q4: 59,712 shares; 2025Q1: 59,956 shares; 2025Q2: 59,011 shares; 2025Q3: 58,867 shares; 2025Q4: 56,908 shares; 2026Q1: 55,716 shares; 2026Q2: 54,930 shares 54,930 $11M 5.53% -786 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,350 shares; 2024Q4: 62,714 shares; 2025Q1: 58,568 shares; 2025Q2: 59,025 shares; 2025Q3: 60,386 shares; 2025Q4: 61,179 shares; 2026Q1: 61,462 shares; 2026Q2: 118,800 shares 118,800 $6.67M 3.36% +57,338 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,934 shares; 2025Q3: 93,900 shares; 2025Q4: 108,109 shares; 2026Q1: 113,872 shares; 2026Q2: 126,089 shares 126,089 $6.37M 3.2% +12,217 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: 15,520 shares; 2024Q4: 15,180 shares; 2025Q1: 15,336 shares; 2025Q2: 15,342 shares; 2025Q3: 15,706 shares; 2025Q4: 14,896 shares; 2026Q1: 15,148 shares; 2026Q2: 15,216 shares 15,216 $5.68M 2.86% +68 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: 24,342 shares; 2024Q4: 25,977 shares; 2025Q1: 24,408 shares; 2025Q2: 20,506 shares; 2025Q3: 20,401 shares; 2025Q4: 20,765 shares; 2026Q1: 21,137 shares; 2026Q2: 25,432 shares 25,432 $5.41M 2.72% +4,295 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: 18,289 shares; 2024Q4: 18,060 shares; 2025Q1: 17,711 shares; 2025Q2: 16,378 shares; 2025Q3: 17,475 shares; 2025Q4: 17,573 shares; 2026Q1: 17,914 shares; 2026Q2: 17,748 shares 17,748 $5.14M 2.58% -166 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,319 shares; 2024Q4: 61,328 shares; 2025Q1: 69,823 shares; 2025Q2: 70,068 shares; 2025Q3: 68,080 shares; 2025Q4: 66,941 shares; 2026Q1: 64,598 shares; 2026Q2: 61,925 shares 61,925 $5.12M 2.57% -2,673 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: 19,658 shares; 2024Q4: 18,007 shares; 2025Q1: 17,978 shares; 2025Q2: 15,844 shares; 2025Q3: 15,298 shares; 2025Q4: 13,999 shares; 2026Q1: 13,348 shares; 2026Q2: 11,338 shares 11,338 $4.05M 2.04% -2,010 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: 55,081 shares; 2024Q4: 55,081 shares; 2025Q1: 53,308 shares; 2025Q2: 53,058 shares; 2025Q3: 53,195 shares; 2025Q4: 53,195 shares; 2026Q1: 52,795 shares; 2026Q2: 52,795 shares 52,795 $3.99M 2.01% 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: 14,799 shares; 2024Q4: 14,751 shares; 2025Q1: 14,447 shares; 2025Q2: 13,804 shares; 2025Q3: 14,018 shares; 2025Q4: 13,284 shares; 2026Q1: 13,318 shares; 2026Q2: 14,024 shares 14,024 $3.53M 1.78% +706 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: 18,663 shares; 2024Q4: 16,902 shares; 2025Q1: 15,427 shares; 2025Q2: 15,285 shares; 2025Q3: 15,855 shares; 2025Q4: 15,433 shares; 2026Q1: 15,160 shares; 2026Q2: 14,803 shares 14,803 $3.53M 1.77% -357 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: 7,378 shares; 2024Q4: 7,242 shares; 2025Q1: 7,999 shares; 2025Q2: 7,417 shares; 2025Q3: 7,337 shares; 2025Q4: 7,079 shares; 2026Q1: 7,357 shares; 2026Q2: 7,422 shares 7,422 $3.08M 1.55% +65 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: not reported; 2024Q4: not reported; 2025Q1: 24,035 shares; 2025Q2: 25,170 shares; 2025Q3: 23,625 shares; 2025Q4: 23,631 shares; 2026Q1: 23,479 shares; 2026Q2: 21,915 shares 21,915 $2.92M 1.47% -1,564 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: 12,126 shares; 2024Q4: 12,293 shares; 2025Q1: 12,194 shares; 2025Q2: 12,572 shares; 2025Q3: 12,560 shares; 2025Q4: 12,559 shares; 2026Q1: 12,096 shares; 2026Q2: 10,731 shares 10,731 $2.79M 1.41% -1,365 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: 57,580 shares; 2024Q4: 56,320 shares; 2025Q1: 55,313 shares; 2025Q2: 55,499 shares; 2025Q3: 56,144 shares; 2025Q4: 48,283 shares; 2026Q1: 47,278 shares; 2026Q2: 47,224 shares 47,224 $2.69M 1.35% -54 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,432 shares; 2024Q4: 42,829 shares; 2025Q1: 43,069 shares; 2025Q2: 46,496 shares; 2025Q3: 50,087 shares; 2025Q4: 50,606 shares; 2026Q1: 51,231 shares; 2026Q2: 49,835 shares 49,835 $2.62M 1.32% -1,396 Timeline IXJ 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: 11,729 shares; 2026Q1: 22,919 shares; 2026Q2: 26,411 shares 26,411 $2.6M 1.31% +3,492 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: 23,980 shares; 2024Q4: 20,729 shares; 2025Q1: 20,752 shares; 2025Q2: 20,777 shares; 2025Q3: 20,690 shares; 2025Q4: 17,318 shares; 2026Q1: 17,321 shares; 2026Q2: 17,270 shares 17,270 $2.56M 1.29% -51 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,917 shares; 2026Q2: 12,537 shares 12,537 $2.51M 1.26% +620 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,773 shares; 2024Q4: 71,902 shares; 2025Q1: 71,636 shares; 2025Q2: 57,604 shares; 2025Q3: 57,378 shares; 2025Q4: 57,205 shares; 2026Q1: 56,826 shares; 2026Q2: 59,085 shares 59,085 $2.47M 1.24% +2,259 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,023 shares; 2025Q4: 71,597 shares; 2026Q1: 58,830 shares; 2026Q2: 54,024 shares 54,024 $2.43M 1.22% -4,806 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: 7,528 shares; 2024Q4: 7,594 shares; 2025Q1: 7,567 shares; 2025Q2: 7,138 shares; 2025Q3: 7,168 shares; 2025Q4: 6,565 shares; 2026Q1: 6,574 shares; 2026Q2: 6,582 shares 6,582 $2.38M 1.2% +8 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: 2,858 shares; 2024Q4: 5,691 shares; 2025Q1: 5,320 shares; 2025Q2: 5,540 shares; 2025Q3: 6,999 shares; 2025Q4: 6,311 shares; 2026Q1: 6,547 shares; 2026Q2: 6,547 shares 6,547 $2.23M 1.12% 0 Timeline IQLT 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: 36,185 shares; 2026Q1: 42,045 shares; 2026Q2: 43,755 shares 43,755 $2.17M 1.09% +1,710 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,457 shares; 2024Q4: 91,505 shares; 2025Q1: 110,211 shares; 2025Q2: 82,912 shares; 2025Q3: 69,351 shares; 2025Q4: 67,266 shares; 2026Q1: 67,482 shares; 2026Q2: 67,997 shares 67,997 $2.16M 1.08% +515 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,010 shares; 2025Q1: 12,525 shares; 2025Q2: 13,890 shares; 2025Q3: 13,597 shares; 2025Q4: 12,918 shares; 2026Q1: 12,868 shares; 2026Q2: 12,633 shares 12,633 $2.15M 1.08% -235 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: 4,275 shares; 2024Q4: 4,032 shares; 2025Q1: 4,032 shares; 2025Q2: 3,929 shares; 2025Q3: 3,886 shares; 2025Q4: 3,572 shares; 2026Q1: 2,939 shares; 2026Q2: 2,936 shares 2,936 $2.12M 1.07% -3 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,347 shares; 2024Q4: 69,709 shares; 2025Q1: 78,818 shares; 2025Q2: 70,396 shares; 2025Q3: 66,409 shares; 2025Q4: 61,734 shares; 2026Q1: 53,128 shares; 2026Q2: 28,742 shares 28,742 $2.12M 1.07% -24,386 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,993 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,629 shares; 2025Q4: 37,039 shares; 2026Q1: 39,847 shares; 2026Q2: 41,524 shares 41,524 $2.11M 1.06% +1,677 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: 43,363 shares; 2024Q4: 42,325 shares; 2025Q1: 41,900 shares; 2025Q2: 37,813 shares; 2025Q3: 37,095 shares; 2025Q4: 34,812 shares; 2026Q1: 34,576 shares; 2026Q2: 34,178 shares 34,178 $2.06M 1.04% -398 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,771 shares; 2024Q4: 4,395 shares; 2025Q1: 4,214 shares; 2025Q2: 4,107 shares; 2025Q3: 4,019 shares; 2025Q4: 3,831 shares; 2026Q1: 3,841 shares; 2026Q2: 3,840 shares 3,840 $1.92M 0.97% -1 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: 6,580 shares; 2024Q4: 6,504 shares; 2025Q1: 6,377 shares; 2025Q2: 6,050 shares; 2025Q3: 6,244 shares; 2025Q4: 5,982 shares; 2026Q1: 5,971 shares; 2026Q2: 23,837 shares 23,837 $1.92M 0.97% +17,866 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,108 shares; 2025Q2: 4,043 shares; 2025Q3: 4,319 shares; 2025Q4: 3,613 shares; 2026Q1: 3,723 shares; 2026Q2: 4,783 shares 4,783 $1.76M 0.89% +1,060 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: 4,426 shares; 2024Q4: 3,523 shares; 2025Q1: 3,436 shares; 2025Q2: 3,924 shares; 2025Q3: 4,188 shares; 2025Q4: 4,056 shares; 2026Q1: 4,056 shares; 2026Q2: 4,057 shares 4,057 $1.71M 0.86% +1 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: 1,178 shares; 2024Q4: 1,125 shares; 2025Q1: 1,173 shares; 2025Q2: 1,349 shares; 2025Q3: 1,453 shares; 2025Q4: 1,894 shares; 2026Q1: 2,240 shares; 2026Q2: 2,877 shares 2,877 $1.62M 0.82% +637 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: 5,518 shares; 2024Q4: 4,977 shares; 2025Q1: 4,982 shares; 2025Q2: 5,090 shares; 2025Q3: 5,038 shares; 2025Q4: 4,937 shares; 2026Q1: 4,943 shares; 2026Q2: 4,894 shares 4,894 $1.6M 0.81% -49 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,843 shares; 2024Q4: 3,796 shares; 2025Q1: 5,223 shares; 2025Q2: 5,582 shares; 2025Q3: 5,651 shares; 2025Q4: 6,399 shares; 2026Q1: 10,336 shares; 2026Q2: 10,097 shares 10,097 $1.48M 0.74% -239 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,338 shares; 2025Q2: 34,243 shares; 2025Q3: 37,386 shares; 2025Q4: 37,688 shares; 2026Q1: 33,050 shares; 2026Q2: 32,182 shares 32,182 $1.47M 0.74% -868 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,448 shares; 2024Q4: 24,448 shares; 2025Q1: 22,123 shares; 2025Q2: 18,978 shares; 2025Q3: 17,509 shares; 2025Q4: 16,358 shares; 2026Q1: 14,262 shares; 2026Q2: 13,098 shares 13,098 $1.43M 0.72% -1,164 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: 15,984 shares; 2024Q4: 14,361 shares; 2025Q1: 14,061 shares; 2025Q2: 13,386 shares; 2025Q3: 13,037 shares; 2025Q4: 11,798 shares; 2026Q1: 11,798 shares; 2026Q2: 11,733 shares 11,733 $1.38M 0.69% -65 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: 4,856 shares; 2024Q4: 4,685 shares; 2025Q1: 4,678 shares; 2025Q2: 5,003 shares; 2025Q3: 5,127 shares; 2025Q4: 4,934 shares; 2026Q1: 8,740 shares; 2026Q2: 10,839 shares 10,839 $1.28M 0.64% +2,099 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: 4,345 shares; 2024Q4: 4,035 shares; 2025Q1: 3,941 shares; 2025Q2: 3,749 shares; 2025Q3: 3,665 shares; 2025Q4: 3,402 shares; 2026Q1: 3,362 shares; 2026Q2: 3,415 shares 3,415 $1.2M 0.61% +53 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: 19,210 shares; 2024Q4: 18,910 shares; 2025Q1: 19,010 shares; 2025Q2: 19,790 shares; 2025Q3: 19,975 shares; 2025Q4: 17,950 shares; 2026Q1: 17,450 shares; 2026Q2: 15,046 shares 15,046 $1.18M 0.59% -2,404 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: 11,051 shares; 2024Q4: 11,762 shares; 2025Q1: 12,513 shares; 2025Q2: 12,950 shares; 2025Q3: 12,251 shares; 2025Q4: 8,641 shares; 2026Q1: 3,189 shares; 2026Q2: 2,680 shares 2,680 $1.16M 0.58% -509 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,235 shares; 2024Q4: 2,720 shares; 2025Q1: 2,663 shares; 2025Q2: 2,692 shares; 2025Q3: 2,543 shares; 2025Q4: 2,442 shares; 2026Q1: 2,264 shares; 2026Q2: 13,099 shares 13,099 $1.13M 0.57% +10,835 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,248 shares; 2024Q4: 2,874 shares; 2025Q1: 2,647 shares; 2025Q2: 2,508 shares; 2025Q3: 1,611 shares; 2025Q4: 1,509 shares; 2026Q1: 1,509 shares; 2026Q2: 1,472 shares 1,472 $1.12M 0.56% -37 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: 16,543 shares; 2024Q4: 14,927 shares; 2025Q1: 13,571 shares; 2025Q2: 12,003 shares; 2025Q3: 11,661 shares; 2025Q4: 10,857 shares; 2026Q1: 9,692 shares; 2026Q2: 9,652 shares 9,652 $1.09M 0.55% -40 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: 9,655 shares; 2024Q4: 16,460 shares; 2025Q1: 12,152 shares; 2025Q2: 10,401 shares; 2025Q3: 10,261 shares; 2025Q4: 9,567 shares; 2026Q1: 9,567 shares; 2026Q2: 9,509 shares 9,509 $1.09M 0.55% -58 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,281 shares; 2026Q2: 12,049 shares 12,049 $1.09M 0.55% +2,768 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: not reported; 2024Q4: 1,413 shares; 2025Q1: 2,138 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,438 shares; 2026Q1: 5,595 shares; 2026Q2: 5,040 shares 5,040 $1.09M 0.55% -555 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: 2,290 shares; 2024Q4: 2,315 shares; 2025Q1: 2,525 shares; 2025Q2: 1,425 shares; 2025Q3: 1,700 shares; 2025Q4: 1,950 shares; 2026Q1: 2,075 shares; 2026Q2: 1,865 shares 1,865 $1.08M 0.54% -210 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: 2,173 shares; 2024Q4: 1,982 shares; 2025Q1: 1,845 shares; 2025Q2: 1,453 shares; 2025Q3: 1,485 shares; 2025Q4: 1,382 shares; 2026Q1: 1,356 shares; 2026Q2: 1,356 shares 1,356 $1.08M 0.54% 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: 2,313 shares; 2024Q4: 2,197 shares; 2025Q1: 2,149 shares; 2025Q2: 2,072 shares; 2025Q3: 1,981 shares; 2025Q4: 1,691 shares; 2026Q1: 1,698 shares; 2026Q2: 1,699 shares 1,699 $1.08M 0.54% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,870 shares; 2024Q4: 12,985 shares; 2025Q1: 13,296 shares; 2025Q2: 12,255 shares; 2025Q3: 11,943 shares; 2025Q4: 10,908 shares; 2026Q1: 10,758 shares; 2026Q2: 10,225 shares 10,225 $1.06M 0.53% -533 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,247 shares; 2026Q2: 10,264 shares 10,264 $1.02M 0.51% +2,017 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: 24,013 shares; 2024Q4: 17,520 shares; 2025Q1: 16,596 shares; 2025Q2: 16,174 shares; 2025Q3: 14,447 shares; 2025Q4: 13,629 shares; 2026Q1: 13,625 shares; 2026Q2: 13,547 shares 13,547 $1.01M 0.51% -78 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: 8,018 shares; 2024Q4: 7,481 shares; 2025Q1: 7,297 shares; 2025Q2: 7,236 shares; 2025Q3: 7,405 shares; 2025Q4: 7,149 shares; 2026Q1: 6,927 shares; 2026Q2: 6,839 shares 6,839 $1M 0.5% -88 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: 4,099 shares; 2024Q4: 3,748 shares; 2025Q1: 3,536 shares; 2025Q2: 3,359 shares; 2025Q3: 3,156 shares; 2025Q4: 2,886 shares; 2026Q1: 2,893 shares; 2026Q2: 2,870 shares 2,870 $978K 0.49% -23 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,380 shares; 2024Q4: 1,380 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares; 2026Q2: 1,325 shares 1,325 $932K 0.47% 0 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: not reported; 2025Q1: 2,292 shares; 2025Q2: 2,639 shares; 2025Q3: 2,586 shares; 2025Q4: 2,261 shares; 2026Q1: 2,512 shares; 2026Q2: 2,438 shares 2,438 $921K 0.46% -74 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,597 shares; 2024Q4: 18,897 shares; 2025Q1: 19,705 shares; 2025Q2: 18,128 shares; 2025Q3: 17,543 shares; 2025Q4: 12,005 shares; 2026Q1: 12,135 shares; 2026Q2: 9,812 shares 9,812 $918K 0.46% -2,323 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 668 shares; 2025Q1: 707 shares; 2025Q2: 682 shares; 2025Q3: 592 shares; 2025Q4: 601 shares; 2026Q1: 582 shares; 2026Q2: 461 shares 461 $917K 0.46% -121 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,238 shares; 2024Q4: 7,899 shares; 2025Q1: 7,899 shares; 2025Q2: 7,433 shares; 2025Q3: 7,108 shares; 2025Q4: 8,261 shares; 2026Q1: 8,335 shares; 2026Q2: 9,295 shares 9,295 $900K 0.45% +960 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: 2,262 shares; 2024Q4: 2,302 shares; 2025Q1: 2,303 shares; 2025Q2: 2,046 shares; 2025Q3: 2,156 shares; 2025Q4: 2,292 shares; 2026Q1: 2,337 shares; 2026Q2: 2,426 shares 2,426 $898K 0.45% +89 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: 18,204 shares; 2024Q4: 11,136 shares; 2025Q1: 10,386 shares; 2025Q2: 10,140 shares; 2025Q3: 12,563 shares; 2025Q4: 12,550 shares; 2026Q1: 12,584 shares; 2026Q2: 12,557 shares 12,557 $895K 0.45% -27 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,879 shares; 2024Q4: 6,595 shares; 2025Q1: 6,551 shares; 2025Q2: 6,307 shares; 2025Q3: 6,100 shares; 2025Q4: 6,022 shares; 2026Q1: 5,913 shares; 2026Q2: 5,802 shares 5,802 $890K 0.45% -111 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: 2,299 shares; 2024Q4: 1,701 shares; 2025Q1: 2,153 shares; 2025Q2: 2,208 shares; 2025Q3: 2,061 shares; 2025Q4: 2,066 shares; 2026Q1: 3,173 shares; 2026Q2: 4,345 shares 4,345 $872K 0.44% +1,172 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: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,239 shares; 2025Q2: 4,043 shares; 2025Q3: 4,222 shares; 2025Q4: 3,943 shares; 2026Q1: 3,913 shares; 2026Q2: 3,969 shares 3,969 $867K 0.44% +56 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,115 shares; 2024Q4: 2,890 shares; 2025Q1: 2,780 shares; 2025Q2: 2,915 shares; 2025Q3: 2,915 shares; 2025Q4: 2,940 shares; 2026Q1: 3,480 shares; 2026Q2: 3,315 shares 3,315 $844K 0.42% -165 Timeline FXZ 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: 4,196 shares; 2026Q2: 10,507 shares 10,507 $835K 0.42% +6,311 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: 6,463 shares; 2024Q4: 6,101 shares; 2025Q1: 6,037 shares; 2025Q2: 5,729 shares; 2025Q3: 5,334 shares; 2025Q4: 5,086 shares; 2026Q1: 5,111 shares; 2026Q2: 5,001 shares 5,001 $829K 0.42% -110 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: 10,182 shares; 2024Q4: 9,634 shares; 2025Q1: 9,302 shares; 2025Q2: 9,225 shares; 2025Q3: 9,068 shares; 2025Q4: 7,881 shares; 2026Q1: 4,830 shares; 2026Q2: 4,482 shares 4,482 $828K 0.42% -348 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: 8,264 shares; 2024Q4: 7,563 shares; 2025Q1: 6,849 shares; 2025Q2: 5,009 shares; 2025Q3: 4,880 shares; 2025Q4: 4,532 shares; 2026Q1: 4,561 shares; 2026Q2: 4,561 shares 4,561 $825K 0.42% 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: not reported; 2026Q1: 1,035 shares; 2026Q2: 705 shares 705 $814K 0.41% -330 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: 9,017 shares; 2024Q4: 9,017 shares; 2025Q1: 9,017 shares; 2025Q2: 9,017 shares; 2025Q3: 9,017 shares; 2025Q4: 7,352 shares; 2026Q1: 7,352 shares; 2026Q2: 7,352 shares 7,352 $811K 0.41% 0 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: 9,334 shares; 2024Q4: 7,891 shares; 2025Q1: 7,414 shares; 2025Q2: 7,187 shares; 2025Q3: 6,015 shares; 2025Q4: 5,576 shares; 2026Q1: 5,529 shares; 2026Q2: 5,529 shares 5,529 $791K 0.4% 0 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: 1,240 shares; 2024Q4: 1,215 shares; 2025Q1: 1,145 shares; 2025Q2: 1,152 shares; 2025Q3: 1,152 shares; 2025Q4: 10,929 shares; 2026Q1: 10,690 shares; 2026Q2: 10,870 shares 10,870 $776K 0.39% +180 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,475 shares; 2025Q4: 2,563 shares; 2026Q1: 4,769 shares; 2026Q2: 4,852 shares 4,852 $771K 0.39% +83 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,359 shares; 2024Q4: 4,143 shares; 2025Q1: 4,104 shares; 2025Q2: 4,451 shares; 2025Q3: 4,859 shares; 2025Q4: 4,615 shares; 2026Q1: 4,380 shares; 2026Q2: 4,327 shares 4,327 $754K 0.38% -53 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: 7,869 shares; 2024Q4: 7,751 shares; 2025Q1: 6,533 shares; 2025Q2: 6,001 shares; 2025Q3: 5,482 shares; 2025Q4: 5,279 shares; 2026Q1: 4,653 shares; 2026Q2: 3,172 shares 3,172 $751K 0.38% -1,481 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: 11,802 shares; 2024Q4: 11,807 shares; 2025Q1: 11,284 shares; 2025Q2: 10,057 shares; 2025Q3: 10,536 shares; 2025Q4: 10,068 shares; 2026Q1: 10,071 shares; 2026Q2: 10,007 shares 10,007 $750K 0.38% -64 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: 534 shares; 2024Q4: 526 shares; 2025Q1: 570 shares; 2025Q2: 560 shares; 2025Q3: 499 shares; 2025Q4: 535 shares; 2026Q1: 611 shares; 2026Q2: 616 shares 616 $739K 0.37% +5 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: 8,849 shares; 2024Q4: 8,099 shares; 2025Q1: 7,133 shares; 2025Q2: 7,033 shares; 2025Q3: 6,808 shares; 2025Q4: 6,472 shares; 2026Q1: 6,282 shares; 2026Q2: 6,282 shares 6,282 $717K 0.36% 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: 31,855 shares; 2024Q4: 30,470 shares; 2025Q1: 30,470 shares; 2025Q2: 28,064 shares; 2025Q3: 25,766 shares; 2025Q4: 23,723 shares; 2026Q1: 23,723 shares; 2026Q2: 23,723 shares 23,723 $716K 0.36% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,332 shares; 2024Q4: 16,436 shares; 2025Q1: 16,275 shares; 2025Q2: 15,659 shares; 2025Q3: 14,545 shares; 2025Q4: 13,369 shares; 2026Q1: 13,414 shares; 2026Q2: 13,211 shares 13,211 $716K 0.36% -203 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,048 shares; 2024Q4: 9,383 shares; 2025Q1: 9,383 shares; 2025Q2: 9,208 shares; 2025Q3: 8,380 shares; 2025Q4: 7,740 shares; 2026Q1: 7,740 shares; 2026Q2: 7,740 shares 7,740 $714K 0.36% 0 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: 2,046 shares; 2024Q4: 1,993 shares; 2025Q1: 2,108 shares; 2025Q2: 2,043 shares; 2025Q3: 1,892 shares; 2025Q4: 1,628 shares; 2026Q1: 1,628 shares; 2026Q2: 1,628 shares 1,628 $694K 0.35% 0 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: 11,319 shares; 2024Q4: 10,163 shares; 2025Q1: 8,740 shares; 2025Q2: 7,771 shares; 2025Q3: 7,821 shares; 2025Q4: 7,126 shares; 2026Q1: 7,224 shares; 2026Q2: 7,169 shares 7,169 $686K 0.35% -55 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,927 shares; 2025Q2: 31,302 shares; 2025Q3: 32,101 shares; 2025Q4: 31,219 shares; 2026Q1: 24,085 shares; 2026Q2: 25,473 shares 25,473 $675K 0.34% +1,388 Timeline VNQ 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: 10,676 shares; 2024Q4: 10,839 shares; 2025Q1: 10,275 shares; 2025Q2: 9,383 shares; 2025Q3: 9,458 shares; 2025Q4: 8,557 shares; 2026Q1: 7,016 shares; 2026Q2: 6,950 shares 6,950 $670K 0.34% -66 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,553 shares; 2026Q2: 5,619 shares 5,619 $665K 0.33% +1,066 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: not reported; 2024Q4: not reported; 2025Q1: 4,544 shares; 2025Q2: 2,882 shares; 2025Q3: 2,899 shares; 2025Q4: 2,502 shares; 2026Q1: 2,494 shares; 2026Q2: 2,521 shares 2,521 $640K 0.32% +27 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,084 shares; 2025Q1: 15,204 shares; 2025Q2: 16,434 shares; 2025Q3: 16,666 shares; 2025Q4: 16,819 shares; 2026Q1: 16,671 shares; 2026Q2: 33,152 shares 33,152 $639K 0.32% +16,481 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,977 shares; 2024Q4: 35,725 shares; 2025Q1: 27,859 shares; 2025Q2: 22,149 shares; 2025Q3: 18,310 shares; 2025Q4: 13,855 shares; 2026Q1: 12,996 shares; 2026Q2: 10,896 shares 10,896 $634K 0.32% -2,100 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,914 shares; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 2,543 shares; 2025Q3: 2,418 shares; 2025Q4: 2,257 shares; 2026Q1: 2,236 shares; 2026Q2: 2,236 shares 2,236 $626K 0.31% 0 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: 2,855 shares; 2024Q4: 2,557 shares; 2025Q1: 2,299 shares; 2025Q2: 2,210 shares; 2025Q3: 2,014 shares; 2025Q4: 1,839 shares; 2026Q1: 1,839 shares; 2026Q2: 2,316 shares 2,316 $626K 0.31% +477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,241 shares; 2025Q3: 3,287 shares; 2025Q4: 3,078 shares; 2026Q1: 3,028 shares; 2026Q2: 2,988 shares 2,988 $625K 0.31% -40 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,647 shares; 2024Q4: 1,629 shares; 2025Q1: 1,720 shares; 2025Q2: 1,718 shares; 2025Q3: 1,706 shares; 2025Q4: 3,410 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275 $624K 0.31% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,779 shares 2,779 $622K 0.31% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,086 shares; 2024Q4: 5,086 shares; 2025Q1: 5,086 shares; 2025Q2: 5,086 shares; 2025Q3: 5,086 shares; 2025Q4: 4,236 shares; 2026Q1: 4,236 shares; 2026Q2: 4,236 shares 4,236 $620K 0.31% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,779 shares 6,779 $615K 0.31% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,779 shares 2,779 $614K 0.31% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,747 shares; 2024Q4: 8,732 shares; 2025Q1: 7,940 shares; 2025Q2: 7,916 shares; 2025Q3: 7,738 shares; 2025Q4: 7,759 shares; 2026Q1: 6,941 shares; 2026Q2: 6,856 shares 6,856 $609K 0.31% -85 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: 10,213 shares; 2024Q4: 9,458 shares; 2025Q1: 9,458 shares; 2025Q2: 8,981 shares; 2025Q3: 8,095 shares; 2025Q4: 7,388 shares; 2026Q1: 7,426 shares; 2026Q2: 7,428 shares 7,428 $604K 0.3% +2 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,612 shares; 2024Q4: 20,765 shares; 2025Q1: 21,445 shares; 2025Q2: 18,330 shares; 2025Q3: 17,846 shares; 2025Q4: 12,684 shares; 2026Q1: 12,777 shares; 2026Q2: 12,154 shares 12,154 $565K 0.28% -623 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,669 shares; 2024Q4: 4,745 shares; 2025Q1: 4,137 shares; 2025Q2: 3,594 shares; 2025Q3: 2,962 shares; 2025Q4: 2,539 shares; 2026Q1: 2,500 shares; 2026Q2: 2,503 shares 2,503 $549K 0.28% +3 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,560 shares; 2026Q2: 5,420 shares 5,420 $540K 0.27% -140 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 4,360 shares 4,360 $534K 0.27% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,311 shares; 2024Q4: 10,438 shares; 2025Q1: 10,438 shares; 2025Q2: 8,923 shares; 2025Q3: 8,650 shares; 2025Q4: 4,926 shares; 2026Q1: 4,972 shares; 2026Q2: 4,972 shares 4,972 $532K 0.27% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,010 shares; 2024Q4: 4,319 shares; 2025Q1: 4,444 shares; 2025Q2: 4,430 shares; 2025Q3: 4,095 shares; 2025Q4: 3,895 shares; 2026Q1: 3,895 shares; 2026Q2: 3,780 shares 3,780 $520K 0.26% -115 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,042 shares; 2024Q4: 7,038 shares; 2025Q1: 7,255 shares; 2025Q2: 6,927 shares; 2025Q3: 6,768 shares; 2025Q4: 5,948 shares; 2026Q1: 5,921 shares; 2026Q2: 5,921 shares 5,921 $513K 0.26% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: not reported; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 4,100 shares; 2026Q1: 3,000 shares; 2026Q2: 2,850 shares 2,850 $512K 0.26% -150 Timeline EVHY MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,677 shares; 2026Q2: 9,609 shares 9,609 $502K 0.25% -1,068 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: 545 shares; 2024Q4: 518 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 577 shares; 2025Q4: 509 shares; 2026Q1: 511 shares; 2026Q2: 487 shares 487 $492K 0.25% -24 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 13,945 shares 13,945 $485K 0.24% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,482 shares; 2024Q4: 3,615 shares; 2025Q1: 2,912 shares; 2025Q2: 2,920 shares; 2025Q3: 2,927 shares; 2025Q4: 2,934 shares; 2026Q1: 2,942 shares; 2026Q2: 2,949 shares 2,949 $478K 0.24% +7 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: 8,475 shares; 2024Q4: 8,325 shares; 2025Q1: 8,120 shares; 2025Q2: 6,868 shares; 2025Q3: 7,204 shares; 2025Q4: 6,669 shares; 2026Q1: 6,544 shares; 2026Q2: 6,544 shares 6,544 $472K 0.24% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,938 shares; 2026Q1: 2,946 shares; 2026Q2: 5,767 shares 5,767 $467K 0.24% +2,821 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: 42,673 shares; 2024Q4: 37,980 shares; 2025Q1: 36,367 shares; 2025Q2: 34,555 shares; 2025Q3: 32,267 shares; 2025Q4: 28,023 shares; 2026Q1: 27,539 shares; 2026Q2: 25,651 shares 25,651 $455K 0.23% -1,888 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: 5,258 shares; 2024Q4: 5,549 shares; 2025Q1: 5,504 shares; 2025Q2: 4,232 shares; 2025Q3: 4,505 shares; 2025Q4: 3,426 shares; 2026Q1: 3,423 shares; 2026Q2: 3,423 shares 3,423 $440K 0.22% 0 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: 1,002 shares; 2024Q4: 1,019 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 860 shares; 2025Q4: 820 shares; 2026Q1: 820 shares; 2026Q2: 820 shares 820 $411K 0.21% 0 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: 489 shares; 2024Q4: 489 shares; 2025Q1: 561 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $411K 0.21% 0 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,207 shares; 2024Q4: 5,998 shares; 2025Q1: 4,224 shares; 2025Q2: 4,541 shares; 2025Q3: 3,644 shares; 2025Q4: 3,669 shares; 2026Q1: 3,669 shares; 2026Q2: 3,807 shares 3,807 $403K 0.2% +138 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,742 shares; 2024Q4: 5,217 shares; 2025Q1: 6,117 shares; 2025Q2: 6,592 shares; 2025Q3: 5,017 shares; 2025Q4: 4,857 shares; 2026Q1: 5,300 shares; 2026Q2: 5,180 shares 5,180 $394K 0.2% -120 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,730 shares; 2024Q4: 14,516 shares; 2025Q1: 14,516 shares; 2025Q2: 13,514 shares; 2025Q3: 12,525 shares; 2025Q4: 8,439 shares; 2026Q1: 8,271 shares; 2026Q2: 8,271 shares 8,271 $393K 0.2% 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: 428 shares; 2024Q4: 433 shares; 2025Q1: 411 shares; 2025Q2: 412 shares; 2025Q3: 427 shares; 2025Q4: 399 shares; 2026Q1: 412 shares; 2026Q2: 420 shares 420 $393K 0.2% +8 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: 4,706 shares; 2024Q4: 5,111 shares; 2025Q1: 4,930 shares; 2025Q2: 5,263 shares; 2025Q3: 5,461 shares; 2025Q4: 5,171 shares; 2026Q1: 4,684 shares; 2026Q2: 2,487 shares 2,487 $390K 0.2% -2,197 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: 2,440 shares; 2024Q4: 2,265 shares; 2025Q1: 2,265 shares; 2025Q2: 2,161 shares; 2025Q3: 1,920 shares; 2025Q4: 1,735 shares; 2026Q1: 1,748 shares; 2026Q2: 1,714 shares 1,714 $382K 0.19% -34 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,409 shares; 2024Q4: 3,409 shares; 2025Q1: 3,409 shares; 2025Q2: 3,409 shares; 2025Q3: 3,409 shares; 2025Q4: 3,409 shares; 2026Q1: 3,409 shares; 2026Q2: 3,409 shares 3,409 $365K 0.18% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203 shares; 2024Q4: 3,129 shares; 2025Q1: 3,129 shares; 2025Q2: 2,963 shares; 2025Q3: 2,696 shares; 2025Q4: 2,301 shares; 2026Q1: 2,301 shares; 2026Q2: 2,276 shares 2,276 $357K 0.18% -25 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,847 shares; 2024Q4: 14,490 shares; 2025Q1: 9,626 shares; 2025Q2: 7,591 shares; 2025Q3: 7,572 shares; 2025Q4: 6,736 shares; 2026Q1: 6,735 shares; 2026Q2: 6,738 shares 6,738 $353K 0.18% +3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,085 shares 8,085 $345K 0.17% new 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: 1,621 shares; 2024Q4: 1,621 shares; 2025Q1: 1,583 shares; 2025Q2: 1,547 shares; 2025Q3: 1,622 shares; 2025Q4: 1,472 shares; 2026Q1: 1,534 shares; 2026Q2: 1,539 shares 1,539 $345K 0.17% +5 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,225 shares; 2024Q4: 19,220 shares; 2025Q1: 19,220 shares; 2025Q2: 13,024 shares; 2025Q3: 14,550 shares; 2025Q4: 12,675 shares; 2026Q1: 12,866 shares; 2026Q2: 12,866 shares 12,866 $339K 0.17% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 886 shares; 2025Q4: 719 shares; 2026Q1: 958 shares; 2026Q2: 928 shares 928 $328K 0.16% -30 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 949 shares; 2025Q4: 680 shares; 2026Q1: 680 shares; 2026Q2: 680 shares 680 $325K 0.16% 0 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,469 shares; 2025Q2: 2,384 shares; 2025Q3: 2,689 shares; 2025Q4: 3,092 shares; 2026Q1: 2,842 shares; 2026Q2: 2,132 shares 2,132 $318K 0.16% -710 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: 4,718 shares; 2024Q4: 4,718 shares; 2025Q1: 3,947 shares; 2025Q2: 4,047 shares; 2025Q3: 3,618 shares; 2025Q4: 1,041 shares; 2026Q1: 1,041 shares; 2026Q2: 1,041 shares 1,041 $313K 0.16% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 926 shares; 2025Q4: 778 shares; 2026Q1: 778 shares; 2026Q2: 778 shares 778 $307K 0.15% 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: 1,791 shares; 2024Q4: 1,791 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,791 shares; 2025Q4: 1,792 shares; 2026Q1: 1,793 shares; 2026Q2: 1,795 shares 1,795 $303K 0.15% +2 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,508 shares; 2024Q4: 2,393 shares; 2025Q1: 2,393 shares; 2025Q2: 2,279 shares; 2025Q3: 2,067 shares; 2025Q4: 1,821 shares; 2026Q1: 1,908 shares; 2026Q2: 1,854 shares 1,854 $301K 0.15% -54 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,134 shares; 2026Q2: 12,234 shares 12,234 $297K 0.15% +100 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,427 shares; 2026Q1: 4,595 shares; 2026Q2: 4,595 shares 4,595 $296K 0.15% 0 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,708 shares; 2024Q4: 7,161 shares; 2025Q1: 6,372 shares; 2025Q2: 6,064 shares; 2025Q3: 5,760 shares; 2025Q4: 5,055 shares; 2026Q1: 5,131 shares; 2026Q2: 5,131 shares 5,131 $296K 0.15% 0 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: 751 shares; 2024Q4: 763 shares; 2025Q1: 736 shares; 2025Q2: 765 shares; 2025Q3: 891 shares; 2025Q4: 780 shares; 2026Q1: 859 shares; 2026Q2: 859 shares 859 $295K 0.15% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,522 shares; 2024Q4: 3,176 shares; 2025Q1: 2,626 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,666 shares 2,666 $287K 0.14% new Timeline CIBR 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: 2,754 shares; 2025Q3: 2,809 shares; 2025Q4: 2,830 shares; 2026Q1: not reported; 2026Q2: 3,185 shares 3,185 $286K 0.14% new Timeline APA APA CORPORATION More: the full row for APA 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: 8,825 shares; 2025Q4: 8,919 shares; 2026Q1: 8,461 shares; 2026Q2: 8,515 shares 8,515 $277K 0.14% +54 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,239 shares; 2024Q4: 9,180 shares; 2025Q1: 9,180 shares; 2025Q2: 8,884 shares; 2025Q3: 8,489 shares; 2025Q4: 6,479 shares; 2026Q1: 4,141 shares; 2026Q2: 4,108 shares 4,108 $270K 0.14% -33 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: 13,458 shares; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,702 shares; 2025Q3: 13,702 shares; 2025Q4: 13,970 shares; 2026Q1: 13,520 shares; 2026Q2: 13,539 shares 13,539 $259K 0.13% +19 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,563 shares; 2025Q1: 1,670 shares; 2025Q2: 1,753 shares; 2025Q3: 2,416 shares; 2025Q4: 1,768 shares; 2026Q1: 1,515 shares; 2026Q2: 1,468 shares 1,468 $258K 0.13% -47 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: 1,632 shares; 2025Q3: 1,831 shares; 2025Q4: 1,759 shares; 2026Q1: 1,909 shares; 2026Q2: 2,181 shares 2,181 $254K 0.13% +272 Timeline XLG 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: 5,576 shares; 2024Q4: 4,935 shares; 2025Q1: 4,830 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,959 shares; 2026Q2: 3,981 shares 3,981 $244K 0.12% +22 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,769 shares; 2024Q4: 6,228 shares; 2025Q1: 5,557 shares; 2025Q2: 5,411 shares; 2025Q3: 5,683 shares; 2025Q4: 3,820 shares; 2026Q1: 3,883 shares; 2026Q2: 3,793 shares 3,793 $230K 0.12% -90 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 980 shares 980 $228K 0.11% new Timeline FTMN 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: not reported; 2026Q1: 32,971 shares; 2026Q2: 25,470 shares 25,470 $227K 0.11% -7,501 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: 1,109 shares; 2024Q4: 1,274 shares; 2025Q1: 1,307 shares; 2025Q2: 977 shares; 2025Q3: 965 shares; 2025Q4: 1,000 shares; 2026Q1: 1,822 shares; 2026Q2: 1,822 shares 1,822 $227K 0.11% 0 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: 6,986 shares; 2024Q4: 5,669 shares; 2025Q1: 4,856 shares; 2025Q2: 3,405 shares; 2025Q3: 2,828 shares; 2025Q4: 2,507 shares; 2026Q1: 2,379 shares; 2026Q2: 2,331 shares 2,331 $224K 0.11% -48 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 499 shares 499 $216K 0.11% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,734 shares; 2025Q2: not reported; 2025Q3: 734 shares; 2025Q4: 735 shares; 2026Q1: 736 shares; 2026Q2: 738 shares 738 $214K 0.11% +2 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,826 shares; 2024Q4: 7,255 shares; 2025Q1: 6,900 shares; 2025Q2: 4,776 shares; 2025Q3: 4,769 shares; 2025Q4: not reported; 2026Q1: 4,064 shares; 2026Q2: 3,787 shares 3,787 $213K 0.11% -277 Timeline TPG TPG INC More: the full row for TPG 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: 5,212 shares 5,212 $211K 0.11% new 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: 620 shares 620 $208K 0.1% new Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,410 shares 5,410 $207K 0.1% new Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE 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: 11,300 shares; 2026Q1: 12,900 shares; 2026Q2: 14,200 shares 14,200 $137K 0.07% +1,300 Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 13,650 shares; 2026Q2: 20,000 shares 20,000 $132K 0.07% +6,350 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: 23,400 shares; 2024Q4: 14,000 shares; 2025Q1: 17,100 shares; 2025Q2: 15,450 shares; 2025Q3: 13,450 shares; 2025Q4: not reported; 2026Q1: 11,500 shares; 2026Q2: 16,900 shares 16,900 $109K 0.06% +5,400 Timeline