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 loaded; 2024Q4: not loaded; 2025Q1: 101,406 shares; 2025Q2: 101,406 shares; 2025Q3: 101,421 shares; 2025Q4: 99,833 shares; 2026Q1: 45,691 shares; 2026Q2: 99,833 shares 99,833 $35.3M 20.11% +54,142 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: not loaded; 2024Q4: not loaded; 2025Q1: 93,532 shares; 2025Q2: 101,122 shares; 2025Q3: 90,355 shares; 2025Q4: 94,181 shares; 2026Q1: 87,965 shares; 2026Q2: 111,041 shares 111,041 $22.2M 12.67% +23,076 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 loaded; 2024Q4: not loaded; 2025Q1: 86,638 shares; 2025Q2: 85,223 shares; 2025Q3: 84,403 shares; 2025Q4: 84,413 shares; 2026Q1: 72,376 shares; 2026Q2: 79,534 shares 79,534 $19M 10.81% +7,158 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: not loaded; 2024Q4: not loaded; 2025Q1: 24,216 shares; 2025Q2: 24,210 shares; 2025Q3: 24,250 shares; 2025Q4: 24,104 shares; 2026Q1: 22,753 shares; 2026Q2: 28,699 shares 28,699 $10.7M 6.1% +5,946 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: not loaded; 2024Q4: not loaded; 2025Q1: 36,655 shares; 2025Q2: 36,550 shares; 2025Q3: 36,809 shares; 2025Q4: 34,771 shares; 2026Q1: 28,879 shares; 2026Q2: 35,982 shares 35,982 $10.4M 5.94% +7,103 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 279,621 shares; 2025Q2: 279,621 shares; 2025Q3: 278,803 shares; 2025Q4: 278,803 shares; 2026Q1: not reported; 2026Q2: 258,803 shares 258,803 $9.94M 5.67% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,283 shares; 2025Q2: 25,666 shares; 2025Q3: 29,412 shares; 2025Q4: 29,865 shares; 2026Q1: 24,811 shares; 2026Q2: 36,801 shares 36,801 $8.02M 4.57% +11,990 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,835 shares; 2025Q2: 5,779 shares; 2025Q3: 5,923 shares; 2025Q4: 5,724 shares; 2026Q1: 4,218 shares; 2026Q2: 45,041 shares 45,041 $3.88M 2.21% +40,823 Timeline VOE 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,335 shares; 2025Q2: 13,627 shares; 2025Q3: 14,260 shares; 2025Q4: 13,956 shares; 2026Q1: 14,424 shares; 2026Q2: 16,430 shares 16,430 $3.25M 1.85% +2,006 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 loaded; 2024Q4: not loaded; 2025Q1: 8,932 shares; 2025Q2: 8,854 shares; 2025Q3: 7,714 shares; 2025Q4: 7,795 shares; 2026Q1: 7,293 shares; 2026Q2: 8,494 shares 8,494 $3.04M 1.73% +1,201 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 39,259 shares; 2025Q2: 39,053 shares; 2025Q3: 39,214 shares; 2025Q4: 39,389 shares; 2026Q1: 33,274 shares; 2026Q2: 57,273 shares 57,273 $2.69M 1.53% +23,999 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 123,393 shares; 2025Q2: 123,996 shares; 2025Q3: 124,013 shares; 2025Q4: 122,317 shares; 2026Q1: 17,111 shares; 2026Q2: 30,603 shares 30,603 $2.21M 1.26% +13,492 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 loaded; 2024Q4: not loaded; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 3,036 shares; 2025Q4: 30,438 shares; 2026Q1: 30,261 shares; 2026Q2: 30,068 shares 30,068 $2.15M 1.22% -193 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: not loaded; 2024Q4: not loaded; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 828 shares; 2025Q4: 1,508 shares; 2026Q1: 223 shares; 2026Q2: 4,131 shares 4,131 $2.07M 1.18% +3,908 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 197,035 shares; 2025Q2: 199,661 shares; 2025Q3: 203,474 shares; 2025Q4: 186,163 shares; 2026Q1: 184,581 shares; 2026Q2: 172,626 shares 172,626 $1.88M 1.07% -11,955 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,661 shares; 2025Q2: 2,661 shares; 2025Q3: 2,730 shares; 2025Q4: 2,488 shares; 2026Q1: 2,190 shares; 2026Q2: 2,482 shares 2,482 $1.85M 1.06% +292 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,002 shares; 2025Q2: 8,002 shares; 2025Q3: 8,002 shares; 2025Q4: 8,002 shares; 2026Q1: 6,002 shares; 2026Q2: 8,002 shares 8,002 $1.79M 1.02% +2,000 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 loaded; 2024Q4: not loaded; 2025Q1: 1,019 shares; 2025Q2: 1,734 shares; 2025Q3: 1,734 shares; 2025Q4: 1,848 shares; 2026Q1: 9,492 shares; 2026Q2: 12,435 shares 12,435 $1.47M 0.84% +2,943 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 50,626 shares; 2025Q2: 50,629 shares; 2025Q3: 50,631 shares; 2025Q4: 50,633 shares; 2026Q1: 27,098 shares; 2026Q2: 50,638 shares 50,638 $1.3M 0.74% +23,540 Timeline VOT 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,962 shares; 2025Q2: 2,996 shares; 2025Q3: 2,997 shares; 2025Q4: 2,990 shares; 2026Q1: 3,360 shares; 2026Q2: 4,027 shares 4,027 $1.23M 0.7% +667 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,618 shares; 2025Q2: 43,788 shares; 2025Q3: 38,989 shares; 2025Q4: 36,873 shares; 2026Q1: 34,048 shares; 2026Q2: 30,015 shares 30,015 $1.16M 0.66% -4,033 Timeline FBK FB FINL CORP More: the full row for FB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,000 shares 19,000 $1.05M 0.6% 0 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares; 2026Q2: 10,138 shares 10,138 $1.02M 0.58% +9,138 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,573 shares; 2025Q2: 17,297 shares; 2025Q3: 17,378 shares; 2025Q4: 17,443 shares; 2026Q1: 19,162 shares; 2026Q2: 22,460 shares 22,460 $1M 0.57% +3,298 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,746 shares; 2025Q2: 3,746 shares; 2025Q3: 3,747 shares; 2025Q4: 3,722 shares; 2026Q1: 3,830 shares; 2026Q2: 4,051 shares 4,051 $984K 0.56% +221 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,620 shares; 2025Q2: 3,618 shares; 2025Q3: 3,605 shares; 2025Q4: 3,604 shares; 2026Q1: 2,000 shares; 2026Q2: 3,576 shares 3,576 $880K 0.5% +1,576 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,294 shares; 2025Q2: 7,408 shares; 2025Q3: 7,414 shares; 2025Q4: 7,193 shares; 2026Q1: 6,668 shares; 2026Q2: 6,613 shares 6,613 $850K 0.48% -55 Timeline PRIV SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,634 shares; 2026Q1: 8,634 shares; 2026Q2: 33,552 shares 33,552 $845K 0.48% +24,918 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,752 shares; 2025Q2: 1,749 shares; 2025Q3: 1,745 shares; 2025Q4: 1,786 shares; 2026Q1: 727 shares; 2026Q2: 2,469 shares 2,469 $808K 0.46% +1,742 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,246 shares; 2026Q2: 1,246 shares 1,246 $790K 0.45% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 1,866 shares; 2025Q2: 2,715 shares; 2025Q3: 1,640 shares; 2025Q4: 2,632 shares; 2026Q1: 1,771 shares; 2026Q2: 1,391 shares 1,391 $783K 0.45% -380 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 loaded; 2024Q4: not loaded; 2025Q1: 1,665 shares; 2025Q2: 1,665 shares; 2025Q3: 1,802 shares; 2025Q4: 1,770 shares; 2026Q1: 407 shares; 2026Q2: 2,120 shares 2,120 $781K 0.45% +1,713 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 loaded; 2024Q4: not loaded; 2025Q1: 2,006 shares; 2025Q2: 2,579 shares; 2025Q3: 579 shares; 2025Q4: 699 shares; 2026Q1: 938 shares; 2026Q2: 1,838 shares 1,838 $773K 0.44% +900 Timeline VBK 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,198 shares; 2025Q2: 1,277 shares; 2025Q3: 1,301 shares; 2025Q4: 1,302 shares; 2026Q1: 1,729 shares; 2026Q2: 2,063 shares 2,063 $754K 0.43% +334 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,953 shares; 2025Q2: 6,977 shares; 2025Q3: 9,069 shares; 2025Q4: 9,093 shares; 2026Q1: 4,223 shares; 2026Q2: 6,899 shares 6,899 $717K 0.41% +2,676 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 loaded; 2024Q4: not loaded; 2025Q1: 3,574 shares; 2025Q2: 3,338 shares; 2025Q3: 3,336 shares; 2025Q4: 3,334 shares; 2026Q1: 3,290 shares; 2026Q2: 3,290 shares 3,290 $688K 0.39% 0 Timeline XLF 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 loaded; 2024Q4: not loaded; 2025Q1: 12,201 shares; 2025Q2: 12,206 shares; 2025Q3: 12,206 shares; 2025Q4: 12,206 shares; 2026Q1: 8,134 shares; 2026Q2: 12,422 shares 12,422 $666K 0.38% +4,288 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,195 shares; 2025Q2: 8,225 shares; 2025Q3: 8,227 shares; 2025Q4: 8,211 shares; 2026Q1: 3,420 shares; 2026Q2: 8,186 shares 8,186 $665K 0.38% +4,766 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,264 shares; 2025Q2: 8,264 shares; 2025Q3: 8,264 shares; 2025Q4: 8,264 shares; 2026Q1: 8,264 shares; 2026Q2: 8,264 shares 8,264 $632K 0.36% 0 Timeline SCHV 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 loaded; 2024Q4: not loaded; 2025Q1: 16,886 shares; 2025Q2: 16,774 shares; 2025Q3: 16,736 shares; 2025Q4: 15,920 shares; 2026Q1: 6,357 shares; 2026Q2: 15,920 shares 15,920 $554K 0.32% +9,563 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,317 shares; 2025Q2: 11,317 shares; 2025Q3: 11,317 shares; 2025Q4: 11,317 shares; 2026Q1: 11,317 shares; 2026Q2: 11,317 shares 11,317 $540K 0.31% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,061 shares; 2025Q2: 15,061 shares; 2025Q3: 15,061 shares; 2025Q4: 15,061 shares; 2026Q1: not reported; 2026Q2: 15,061 shares 15,061 $530K 0.3% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,865 shares; 2025Q2: 2,882 shares; 2025Q3: not reported; 2025Q4: 2,864 shares; 2026Q1: 238 shares; 2026Q2: 2,782 shares 2,782 $528K 0.3% +2,544 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,428 shares; 2025Q2: 2,430 shares; 2025Q3: 2,430 shares; 2025Q4: 2,430 shares; 2026Q1: not reported; 2026Q2: 2,015 shares 2,015 $515K 0.29% new 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 loaded; 2024Q4: not loaded; 2025Q1: 6,200 shares; 2025Q2: 6,218 shares; 2025Q3: 6,375 shares; 2025Q4: 6,380 shares; 2026Q1: 6,379 shares; 2026Q2: 6,150 shares 6,150 $508K 0.29% -229 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,493 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares; 2025Q4: 4,493 shares; 2026Q1: 805 shares; 2026Q2: 3,688 shares 3,688 $507K 0.29% +2,883 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 5,450 shares; 2026Q2: 4,975 shares 4,975 $457K 0.26% -475 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,903 shares; 2025Q2: 2,888 shares; 2025Q3: 2,888 shares; 2025Q4: 2,888 shares; 2026Q1: 2,888 shares; 2026Q2: 2,888 shares 2,888 $456K 0.26% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,489 shares; 2026Q1: 4,586 shares; 2026Q2: 4,489 shares 4,489 $448K 0.26% -97 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,068 shares; 2025Q2: 1,089 shares; 2025Q3: 1,104 shares; 2025Q4: 1,113 shares; 2026Q1: 1,034 shares; 2026Q2: 1,025 shares 1,025 $442K 0.25% -9 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,573 shares; 2025Q2: 1,568 shares; 2025Q3: 1,771 shares; 2025Q4: 1,777 shares; 2026Q1: 1,581 shares; 2026Q2: 1,581 shares 1,581 $430K 0.25% 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 loaded; 2024Q4: not loaded; 2025Q1: 1,259 shares; 2025Q2: 1,233 shares; 2025Q3: 1,170 shares; 2025Q4: 1,161 shares; 2026Q1: 463 shares; 2026Q2: 1,042 shares 1,042 $394K 0.22% +579 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,220 shares; 2025Q2: 2,220 shares; 2025Q3: 2,220 shares; 2025Q4: 2,220 shares; 2026Q1: 2,220 shares; 2026Q2: 2,220 shares 2,220 $391K 0.22% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,418 shares; 2025Q2: 4,019 shares; 2025Q3: 4,029 shares; 2025Q4: 4,029 shares; 2026Q1: 3,988 shares; 2026Q2: 3,988 shares 3,988 $372K 0.21% 0 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,080 shares; 2026Q1: not reported; 2026Q2: 4,080 shares 4,080 $366K 0.21% new Timeline SCHF 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 loaded; 2024Q4: not loaded; 2025Q1: 18,484 shares; 2025Q2: 18,484 shares; 2025Q3: 18,484 shares; 2025Q4: 19,586 shares; 2026Q1: 12,758 shares; 2026Q2: 12,765 shares 12,765 $354K 0.2% +7 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,629 shares; 2026Q1: 3,951 shares; 2026Q2: 4,300 shares 4,300 $353K 0.2% +349 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,160 shares; 2025Q2: 1,157 shares; 2025Q3: 1,165 shares; 2025Q4: 1,156 shares; 2026Q1: 1,174 shares; 2026Q2: 1,301 shares 1,301 $352K 0.2% +127 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,614 shares; 2025Q2: 1,617 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,858 shares; 2026Q2: 1,585 shares 1,585 $346K 0.2% -273 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,063 shares; 2025Q2: 4,063 shares; 2025Q3: 4,063 shares; 2025Q4: 4,063 shares; 2026Q1: 4,063 shares; 2026Q2: 4,063 shares 4,063 $334K 0.19% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 676 shares; 2026Q1: 682 shares; 2026Q2: 676 shares 676 $332K 0.19% -6 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,075 shares; 2025Q4: 2,075 shares; 2026Q1: 2,075 shares; 2026Q2: 2,075 shares 2,075 $322K 0.18% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,280 shares; 2025Q2: 5,248 shares; 2025Q3: 5,169 shares; 2025Q4: 5,169 shares; 2026Q1: 492 shares; 2026Q2: 5,169 shares 5,169 $312K 0.18% +4,677 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares; 2026Q2: 152 shares 152 $302K 0.17% +65 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: not loaded; 2024Q4: not loaded; 2025Q1: 6 shares; 2025Q2: 422 shares; 2025Q3: 428 shares; 2025Q4: 428 shares; 2026Q1: 422 shares; 2026Q2: 422 shares 422 $290K 0.17% 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 loaded; 2024Q4: not loaded; 2025Q1: 97 shares; 2025Q2: 92 shares; 2025Q3: 68 shares; 2025Q4: 81 shares; 2026Q1: 257 shares; 2026Q2: 244 shares 244 $282K 0.16% -13 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 loaded; 2024Q4: not loaded; 2025Q1: 3,161 shares; 2025Q2: 3,098 shares; 2025Q3: 3,072 shares; 2025Q4: 3,072 shares; 2026Q1: 3,072 shares; 2026Q2: 3,072 shares 3,072 $272K 0.16% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 305 shares; 2025Q2: 179 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 10,073 shares; 2026Q2: 10,073 shares 10,073 $269K 0.15% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,066 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $268K 0.15% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares; 2025Q3: 1,610 shares; 2025Q4: 1,610 shares; 2026Q1: 77 shares; 2026Q2: 1,533 shares 1,533 $266K 0.15% +1,456 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,693 shares 13,693 $255K 0.15% new Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,945 shares; 2025Q2: 6,945 shares; 2025Q3: 6,945 shares; 2025Q4: 6,945 shares; 2026Q1: 5,261 shares; 2026Q2: 5,261 shares 5,261 $247K 0.14% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,144 shares 9,144 $235K 0.13% new Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,083 shares; 2025Q2: 31,749 shares; 2025Q3: 24,821 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $234K 0.13% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 761 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 761 shares; 2026Q1: 761 shares; 2026Q2: 1,043 shares 1,043 $230K 0.13% +282 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,489 shares; 2025Q2: 2,479 shares; 2025Q3: 2,479 shares; 2025Q4: 2,479 shares; 2026Q1: 974 shares; 2026Q2: 1,505 shares 1,505 $222K 0.13% +531 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,627 shares; 2025Q2: 6,627 shares; 2025Q3: 6,627 shares; 2025Q4: 6,572 shares; 2026Q1: 9,273 shares; 2026Q2: 9,273 shares 9,273 $219K 0.12% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 460 shares; 2025Q4: 2,200 shares; 2026Q1: 272 shares; 2026Q2: 2,172 shares 2,172 $216K 0.12% +1,900 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,347 shares; 2025Q2: 3,347 shares; 2025Q3: 3,347 shares; 2025Q4: 3,427 shares; 2026Q1: 2,731 shares; 2026Q2: 2,731 shares 2,731 $211K 0.12% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 720 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $205K 0.12% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares; 2026Q2: 65 shares 65 $129K 0.07% +3 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 668 shares; 2025Q2: 668 shares; 2025Q3: 668 shares; 2025Q4: 668 shares; 2026Q1: 1,127 shares; 2026Q2: 668 shares 668 $127K 0.07% -459 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,338 shares; 2025Q2: 1,378 shares; 2025Q3: 1,381 shares; 2025Q4: 1,381 shares; 2026Q1: 1,000 shares; 2026Q2: 1,000 shares 1,000 $127K 0.07% 0 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,396 shares; 2026Q1: 4,572 shares; 2026Q2: 2,479 shares 2,479 $124K 0.07% -2,093 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,700 shares; 2025Q4: 17,700 shares; 2026Q1: 17,700 shares; 2026Q2: 17,700 shares 17,700 $121K 0.07% 0 Timeline GDXJ 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 loaded; 2024Q4: not loaded; 2025Q1: 1,025 shares; 2025Q2: 1,025 shares; 2025Q3: 1,085 shares; 2025Q4: 1,109 shares; 2026Q1: 1,219 shares; 2026Q2: 1,219 shares 1,219 $120K 0.07% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,360 shares; 2026Q2: 13,360 shares 13,360 $86.4K 0.05% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $44.4K 0.03% 0 Timeline