AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315,295 shares; 2024Q4: 2,462,412 shares; 2025Q1: 2,483,580 shares; 2025Q2: 2,492,034 shares; 2025Q3: 2,578,796 shares; 2025Q4: 2,610,276 shares; 2026Q1: 2,633,904 shares; 2026Q2: 2,685,375 shares 2,685,375 $277M 11.96% +51,471 Timeline SEZL SEZZLE INC More: the full row for SEZZLE 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: 913,042 shares; 2026Q1: 886,642 shares; 2026Q2: 807,442 shares 807,442 $139M 5.99% -79,200 Timeline VEU 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: 1,300,211 shares; 2024Q4: 555,152 shares; 2025Q1: 159,831 shares; 2025Q2: 154,016 shares; 2025Q3: 152,139 shares; 2025Q4: 149,560 shares; 2026Q1: 159,436 shares; 2026Q2: 1,648,027 shares 1,648,027 $138M 5.96% +1,488,591 Timeline SCHB 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: 1,619,374 shares; 2024Q4: 4,874,788 shares; 2025Q1: 4,893,337 shares; 2025Q2: 4,883,682 shares; 2025Q3: 4,805,946 shares; 2025Q4: 4,719,541 shares; 2026Q1: 4,607,337 shares; 2026Q2: 4,443,846 shares 4,443,846 $129M 5.56% -163,491 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: 399,705 shares; 2024Q4: 427,958 shares; 2025Q1: 445,690 shares; 2025Q2: 473,269 shares; 2025Q3: 474,488 shares; 2025Q4: 499,930 shares; 2026Q1: 547,477 shares; 2026Q2: 583,998 shares 583,998 $127M 5.5% +36,521 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: 238,579 shares; 2024Q4: 237,040 shares; 2025Q1: 231,388 shares; 2025Q2: 228,401 shares; 2025Q3: 303,453 shares; 2025Q4: 330,146 shares; 2026Q1: 355,004 shares; 2026Q2: 365,770 shares 365,770 $110M 4.75% +10,766 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: 2,296,845 shares; 2024Q4: 2,677,120 shares; 2025Q1: 2,671,642 shares; 2025Q2: 2,041,023 shares; 2025Q3: 1,649,266 shares; 2025Q4: 1,412,318 shares; 2026Q1: 1,413,879 shares; 2026Q2: 1,394,914 shares 1,394,914 $108M 4.65% -18,965 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: 129,563 shares; 2024Q4: 129,168 shares; 2025Q1: 128,458 shares; 2025Q2: 128,899 shares; 2025Q3: 129,176 shares; 2025Q4: 132,174 shares; 2026Q1: 134,713 shares; 2026Q2: 138,176 shares 138,176 $103M 4.47% +3,463 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: 776,554 shares; 2024Q4: 770,789 shares; 2025Q1: 776,706 shares; 2025Q2: 675,782 shares; 2025Q3: 634,484 shares; 2025Q4: 636,486 shares; 2026Q1: 664,311 shares; 2026Q2: 674,815 shares 674,815 $100M 4.32% +10,504 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: 784,924 shares; 2024Q4: 784,749 shares; 2025Q1: 784,421 shares; 2025Q2: 783,700 shares; 2025Q3: 783,700 shares; 2025Q4: 783,700 shares; 2026Q1: 783,700 shares; 2026Q2: 783,975 shares 783,975 $84.3M 3.64% +275 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 86 shares; 2026Q1: 93 shares; 2026Q2: 93 shares 93 $69.6M 3.01% 0 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: 242,442 shares; 2024Q4: 240,256 shares; 2025Q1: 230,314 shares; 2025Q2: 227,672 shares; 2025Q3: 244,431 shares; 2025Q4: 224,153 shares; 2026Q1: 214,235 shares; 2026Q2: 201,547 shares 201,547 $58.3M 2.52% -12,688 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: 846,895 shares; 2024Q4: 777,672 shares; 2025Q1: 642,312 shares; 2025Q2: 629,911 shares; 2025Q3: 621,783 shares; 2025Q4: 606,562 shares; 2026Q1: 572,146 shares; 2026Q2: 546,667 shares 546,667 $56.8M 2.45% -25,479 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: 294,890 shares; 2024Q4: 289,989 shares; 2025Q1: 255,468 shares; 2025Q2: 243,664 shares; 2025Q3: 232,446 shares; 2025Q4: 229,404 shares; 2026Q1: 222,751 shares; 2026Q2: 235,475 shares 235,475 $56.1M 2.43% +12,724 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 1,014,386 shares 1,014,386 $51M 2.2% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,586 shares; 2024Q4: 95,928 shares; 2025Q1: 95,383 shares; 2025Q2: 92,951 shares; 2025Q3: 99,393 shares; 2025Q4: 93,306 shares; 2026Q1: 92,370 shares; 2026Q2: 363,802 shares 363,802 $45.2M 1.95% +271,432 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863,821 shares; 2024Q4: 847,176 shares; 2025Q1: 826,968 shares; 2025Q2: 788,483 shares; 2025Q3: 767,507 shares; 2025Q4: 732,955 shares; 2026Q1: 723,052 shares; 2026Q2: 701,724 shares 701,724 $42.7M 1.84% -21,328 Timeline VT 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: 209,146 shares; 2024Q4: 220,544 shares; 2025Q1: 215,258 shares; 2025Q2: 202,561 shares; 2025Q3: 201,195 shares; 2025Q4: 197,095 shares; 2026Q1: 225,310 shares; 2026Q2: 225,134 shares 225,134 $35.3M 1.53% -176 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: 42,603 shares; 2024Q4: 57,795 shares; 2025Q1: 55,477 shares; 2025Q2: 51,461 shares; 2025Q3: 49,666 shares; 2025Q4: 49,774 shares; 2026Q1: 57,578 shares; 2026Q2: 51,302 shares 51,302 $25.7M 1.11% -6,276 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,424 shares; 2024Q4: 94,027 shares; 2025Q1: 112,931 shares; 2025Q2: 113,560 shares; 2025Q3: 100,811 shares; 2025Q4: 106,478 shares; 2026Q1: 132,568 shares; 2026Q2: 133,220 shares 133,220 $25.1M 1.08% +652 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: 227,576 shares; 2024Q4: 223,403 shares; 2025Q1: 217,406 shares; 2025Q2: 206,230 shares; 2025Q3: 200,795 shares; 2025Q4: 187,039 shares; 2026Q1: 176,108 shares; 2026Q2: 170,300 shares 170,300 $24.9M 1.08% -5,808 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: 487,458 shares; 2024Q4: 466,261 shares; 2025Q1: 373,976 shares; 2025Q2: 364,214 shares; 2025Q3: 363,145 shares; 2025Q4: 347,858 shares; 2026Q1: 339,208 shares; 2026Q2: 328,571 shares 328,571 $23.4M 1.01% -10,637 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185,379 shares; 2024Q4: 996,864 shares; 2025Q1: 956,895 shares; 2025Q2: 505,938 shares; 2025Q3: 376,574 shares; 2025Q4: 376,574 shares; 2026Q1: 376,574 shares; 2026Q2: 376,574 shares 376,574 $20.5M 0.88% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250,638 shares; 2024Q4: 254,015 shares; 2025Q1: 252,005 shares; 2025Q2: 247,203 shares; 2025Q3: 242,948 shares; 2025Q4: 238,444 shares; 2026Q1: 234,801 shares; 2026Q2: 231,526 shares 231,526 $17.7M 0.77% -3,275 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: 23,643 shares; 2024Q4: 23,843 shares; 2025Q1: 24,158 shares; 2025Q2: 26,668 shares; 2025Q3: 26,499 shares; 2025Q4: 25,393 shares; 2026Q1: 23,577 shares; 2026Q2: 23,357 shares 23,357 $17.4M 0.75% -220 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,542 shares; 2024Q4: 341,382 shares; 2025Q1: 351,963 shares; 2025Q2: 322,711 shares; 2025Q3: 302,109 shares; 2025Q4: 300,948 shares; 2026Q1: 299,191 shares; 2026Q2: 302,150 shares 302,150 $16.9M 0.73% +2,959 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: 22,044 shares; 2024Q4: 37,584 shares; 2025Q1: 37,467 shares; 2025Q2: 39,128 shares; 2025Q3: 42,196 shares; 2025Q4: 41,501 shares; 2026Q1: 41,240 shares; 2026Q2: 41,190 shares 41,190 $15.4M 0.66% -50 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188,920 shares; 2024Q4: 185,932 shares; 2025Q1: 219,617 shares; 2025Q2: 237,327 shares; 2025Q3: 245,983 shares; 2025Q4: 249,800 shares; 2026Q1: 287,506 shares; 2026Q2: 286,286 shares 286,286 $13.6M 0.59% -1,220 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: 71,840 shares; 2024Q4: 71,820 shares; 2025Q1: 71,248 shares; 2025Q2: 62,182 shares; 2025Q3: 75,439 shares; 2025Q4: 69,008 shares; 2026Q1: 68,989 shares; 2026Q2: 64,436 shares 64,436 $12.9M 0.56% -4,553 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: 29,246 shares; 2024Q4: 30,997 shares; 2025Q1: 31,698 shares; 2025Q2: 32,725 shares; 2025Q3: 35,953 shares; 2025Q4: 38,599 shares; 2026Q1: 36,822 shares; 2026Q2: 36,281 shares 36,281 $12.8M 0.55% -541 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: 51,019 shares; 2024Q4: 51,024 shares; 2025Q1: 51,071 shares; 2025Q2: 52,200 shares; 2025Q3: 51,943 shares; 2025Q4: 52,270 shares; 2026Q1: 51,842 shares; 2026Q2: 51,844 shares 51,844 $11.6M 0.5% +2 Timeline FNDA 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: 340,212 shares; 2024Q4: 787,588 shares; 2025Q1: 846,162 shares; 2025Q2: 800,006 shares; 2025Q3: 427,205 shares; 2025Q4: 297,794 shares; 2026Q1: 283,533 shares; 2026Q2: 266,452 shares 266,452 $10.1M 0.44% -17,081 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,406 shares; 2024Q4: 278,002 shares; 2025Q1: 278,002 shares; 2025Q2: 372,895 shares; 2025Q3: 450,040 shares; 2025Q4: 366,545 shares; 2026Q1: 366,545 shares; 2026Q2: 366,545 shares 366,545 $9.49M 0.41% 0 Timeline PRFZ 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: 206,959 shares; 2024Q4: 201,257 shares; 2025Q1: 194,861 shares; 2025Q2: 192,735 shares; 2025Q3: 186,356 shares; 2025Q4: 170,003 shares; 2026Q1: 168,807 shares; 2026Q2: 161,715 shares 161,715 $9.02M 0.39% -7,092 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,977 shares; 2024Q4: 21,454 shares; 2025Q1: 20,720 shares; 2025Q2: 20,670 shares; 2025Q3: 20,592 shares; 2025Q4: 20,020 shares; 2026Q1: 19,535 shares; 2026Q2: 99,742 shares 99,742 $8.77M 0.38% +80,207 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: 3,201 shares; 2024Q4: 2,861 shares; 2025Q1: 3,573 shares; 2025Q2: 29,557 shares; 2025Q3: 29,328 shares; 2025Q4: 29,216 shares; 2026Q1: 29,308 shares; 2026Q2: 107,802 shares 107,802 $8.69M 0.38% +78,494 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,741 shares; 2024Q4: 59,270 shares; 2025Q1: 73,051 shares; 2025Q2: 79,793 shares; 2025Q3: 79,697 shares; 2025Q4: 83,409 shares; 2026Q1: 84,629 shares; 2026Q2: 101,689 shares 101,689 $8.6M 0.37% +17,060 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,920 shares; 2024Q4: 59,968 shares; 2025Q1: 59,733 shares; 2025Q2: 55,584 shares; 2025Q3: 56,635 shares; 2025Q4: 50,696 shares; 2026Q1: 52,961 shares; 2026Q2: 52,268 shares 52,268 $8.06M 0.35% -693 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: 26,809 shares; 2024Q4: 27,591 shares; 2025Q1: 27,017 shares; 2025Q2: 30,437 shares; 2025Q3: 21,562 shares; 2025Q4: 19,801 shares; 2026Q1: 19,870 shares; 2026Q2: 20,393 shares 20,393 $7.55M 0.33% +523 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,479 shares; 2024Q4: 13,494 shares; 2025Q1: 13,933 shares; 2025Q2: 25,456 shares; 2025Q3: 25,482 shares; 2025Q4: 25,301 shares; 2026Q1: 26,080 shares; 2026Q2: 24,724 shares 24,724 $7.49M 0.32% -1,356 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,912 shares; 2024Q4: 80,163 shares; 2025Q1: 74,197 shares; 2025Q2: 67,108 shares; 2025Q3: 60,628 shares; 2025Q4: 49,704 shares; 2026Q1: 46,804 shares; 2026Q2: 42,995 shares 42,995 $7.08M 0.31% -3,809 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,169 shares; 2024Q4: 65,082 shares; 2025Q1: 62,306 shares; 2025Q2: 62,476 shares; 2025Q3: 62,493 shares; 2025Q4: 64,036 shares; 2026Q1: 63,457 shares; 2026Q2: 63,199 shares 63,199 $6.5M 0.28% -258 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: 15,679 shares; 2024Q4: 16,277 shares; 2025Q1: 14,797 shares; 2025Q2: 14,207 shares; 2025Q3: 17,411 shares; 2025Q4: 19,187 shares; 2026Q1: 18,191 shares; 2026Q2: 17,147 shares 17,147 $6.13M 0.26% -1,044 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: 357,761 shares; 2025Q3: 428,900 shares; 2025Q4: 438,075 shares; 2026Q1: 154,210 shares; 2026Q2: 66,268 shares 66,268 $5.87M 0.25% -87,942 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: 20,801 shares; 2024Q4: 20,973 shares; 2025Q1: 20,582 shares; 2025Q2: 20,705 shares; 2025Q3: 20,399 shares; 2025Q4: 20,998 shares; 2026Q1: 20,550 shares; 2026Q2: 17,511 shares 17,511 $5.73M 0.25% -3,039 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: 5,085 shares; 2024Q4: 5,144 shares; 2025Q1: 5,396 shares; 2025Q2: 6,239 shares; 2025Q3: 6,377 shares; 2025Q4: 6,650 shares; 2026Q1: 7,321 shares; 2026Q2: 7,914 shares 7,914 $5.44M 0.23% +593 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,241 shares; 2024Q4: 77,739 shares; 2025Q1: 82,625 shares; 2025Q2: 78,611 shares; 2025Q3: 74,934 shares; 2025Q4: 72,098 shares; 2026Q1: 70,646 shares; 2026Q2: 71,097 shares 71,097 $4.94M 0.21% +451 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: 7,819 shares; 2024Q4: 7,535 shares; 2025Q1: 9,065 shares; 2025Q2: 9,461 shares; 2025Q3: 10,326 shares; 2025Q4: 10,502 shares; 2026Q1: 9,668 shares; 2026Q2: 11,819 shares 11,819 $4.91M 0.21% +2,151 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: 30,625 shares; 2024Q4: 28,693 shares; 2025Q1: 28,625 shares; 2025Q2: 28,627 shares; 2025Q3: 28,945 shares; 2025Q4: 28,514 shares; 2026Q1: 27,784 shares; 2026Q2: 29,686 shares 29,686 $4.81M 0.21% +1,902 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: 3,776 shares; 2024Q4: 4,410 shares; 2025Q1: 4,547 shares; 2025Q2: 3,970 shares; 2025Q3: 3,883 shares; 2025Q4: 4,469 shares; 2026Q1: 5,183 shares; 2026Q2: 6,213 shares 6,213 $4.58M 0.2% +1,030 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,344 shares; 2024Q4: 93,480 shares; 2025Q1: 145,273 shares; 2025Q2: 162,491 shares; 2025Q3: 172,093 shares; 2025Q4: 196,915 shares; 2026Q1: 156,933 shares; 2026Q2: 163,289 shares 163,289 $4.08M 0.18% +6,356 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: 120,910 shares; 2024Q4: 120,669 shares; 2025Q1: 119,922 shares; 2025Q2: 117,872 shares; 2025Q3: 118,072 shares; 2025Q4: 115,234 shares; 2026Q1: 109,461 shares; 2026Q2: 109,337 shares 109,337 $3.8M 0.16% -124 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: 3,203 shares; 2024Q4: 3,246 shares; 2025Q1: 3,290 shares; 2025Q2: 3,851 shares; 2025Q3: 3,810 shares; 2025Q4: 3,986 shares; 2026Q1: 4,250 shares; 2026Q2: 3,151 shares 3,151 $3.78M 0.16% -1,099 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,030 shares; 2024Q4: 29,937 shares; 2025Q1: 29,806 shares; 2025Q2: 43,601 shares; 2025Q3: 43,608 shares; 2025Q4: 42,468 shares; 2026Q1: 43,728 shares; 2026Q2: 42,307 shares 42,307 $3.62M 0.16% -1,421 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,210 shares; 2024Q4: 14,204 shares; 2025Q1: 14,847 shares; 2025Q2: 14,547 shares; 2025Q3: 14,486 shares; 2025Q4: 14,490 shares; 2026Q1: 15,464 shares; 2026Q2: 14,861 shares 14,861 $3.6M 0.16% -603 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: 3,628 shares; 2024Q4: 3,718 shares; 2025Q1: 3,899 shares; 2025Q2: 3,676 shares; 2025Q3: 3,925 shares; 2025Q4: 5,916 shares; 2026Q1: 6,922 shares; 2026Q2: 6,270 shares 6,270 $3.53M 0.15% -652 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: 65,890 shares; 2024Q4: 66,198 shares; 2025Q1: 64,101 shares; 2025Q2: 64,107 shares; 2025Q3: 59,969 shares; 2025Q4: 60,099 shares; 2026Q1: 58,771 shares; 2026Q2: 57,605 shares 57,605 $3.48M 0.15% -1,166 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,834 shares; 2024Q4: 35,964 shares; 2025Q1: 34,213 shares; 2025Q2: 27,849 shares; 2025Q3: 26,269 shares; 2025Q4: 24,271 shares; 2026Q1: 24,716 shares; 2026Q2: 23,591 shares 23,591 $3.36M 0.15% -1,125 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,795 shares; 2024Q4: 50,273 shares; 2025Q1: 31,262 shares; 2025Q2: 29,707 shares; 2025Q3: 29,144 shares; 2025Q4: 30,597 shares; 2026Q1: 33,966 shares; 2026Q2: 32,106 shares 32,106 $3.18M 0.14% -1,860 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,650 shares; 2026Q2: 10,650 shares 10,650 $2.98M 0.13% 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: 6,397 shares; 2024Q4: 6,017 shares; 2025Q1: 6,036 shares; 2025Q2: 6,871 shares; 2025Q3: 6,789 shares; 2025Q4: 6,764 shares; 2026Q1: 6,550 shares; 2026Q2: 8,322 shares 8,322 $2.86M 0.12% +1,772 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,866 shares; 2024Q4: 10,867 shares; 2025Q1: 10,873 shares; 2025Q2: 10,743 shares; 2025Q3: 10,743 shares; 2025Q4: 10,511 shares; 2026Q1: 7,838 shares; 2026Q2: 6,915 shares 6,915 $2.83M 0.12% -923 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,335 shares; 2024Q4: 115,435 shares; 2025Q1: 115,335 shares; 2025Q2: 115,335 shares; 2025Q3: 115,335 shares; 2025Q4: 115,335 shares; 2026Q1: 94,880 shares; 2026Q2: 94,880 shares 94,880 $2.83M 0.12% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,448 shares; 2024Q4: 17,353 shares; 2025Q1: 16,887 shares; 2025Q2: 16,519 shares; 2025Q3: 16,026 shares; 2025Q4: 15,405 shares; 2026Q1: 15,553 shares; 2026Q2: 16,910 shares 16,910 $2.78M 0.12% +1,357 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: 8,224 shares; 2024Q4: 8,207 shares; 2025Q1: 8,662 shares; 2025Q2: 8,662 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares; 2026Q2: 8,300 shares 8,300 $2.74M 0.12% 0 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,115 shares; 2024Q4: 29,115 shares; 2025Q1: 29,115 shares; 2025Q2: 29,115 shares; 2025Q3: 27,115 shares; 2025Q4: 27,115 shares; 2026Q1: 26,972 shares; 2026Q2: 25,718 shares 25,718 $2.69M 0.12% -1,254 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: 2,650 shares; 2024Q4: 2,657 shares; 2025Q1: 2,674 shares; 2025Q2: 2,423 shares; 2025Q3: 2,490 shares; 2025Q4: 2,632 shares; 2026Q1: 2,838 shares; 2026Q2: 2,722 shares 2,722 $2.55M 0.11% -116 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: 7,639 shares; 2024Q4: 6,828 shares; 2025Q1: 6,456 shares; 2025Q2: 6,050 shares; 2025Q3: 6,080 shares; 2025Q4: 6,219 shares; 2026Q1: 6,026 shares; 2026Q2: 6,026 shares 6,026 $2.53M 0.11% 0 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: 17,331 shares; 2024Q4: 16,940 shares; 2025Q1: 17,649 shares; 2025Q2: 16,808 shares; 2025Q3: 18,134 shares; 2025Q4: 18,253 shares; 2026Q1: 17,618 shares; 2026Q2: 17,983 shares 17,983 $2.46M 0.11% +365 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: 7,932 shares; 2024Q4: 8,091 shares; 2025Q1: 8,058 shares; 2025Q2: 7,988 shares; 2025Q3: 9,006 shares; 2025Q4: 9,405 shares; 2026Q1: 8,211 shares; 2026Q2: 8,939 shares 8,939 $2.25M 0.1% +728 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,093 shares; 2026Q1: 3,093 shares; 2026Q2: 3,093 shares 3,093 $2.23M 0.1% 0 Timeline EUSB 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: 19,743 shares; 2025Q1: 33,273 shares; 2025Q2: 38,982 shares; 2025Q3: 39,187 shares; 2025Q4: 40,733 shares; 2026Q1: 41,015 shares; 2026Q2: 51,114 shares 51,114 $2.22M 0.1% +10,099 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: 7,731 shares; 2024Q4: 6,948 shares; 2025Q1: 7,173 shares; 2025Q2: 6,548 shares; 2025Q3: 4,444 shares; 2025Q4: 4,277 shares; 2026Q1: 5,386 shares; 2026Q2: 5,630 shares 5,630 $2.1M 0.09% +244 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: 2,326 shares; 2024Q4: 2,286 shares; 2025Q1: 2,288 shares; 2025Q2: 1,717 shares; 2025Q3: 1,797 shares; 2025Q4: 1,788 shares; 2026Q1: 1,785 shares; 2026Q2: 1,935 shares 1,935 $2.06M 0.09% +150 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: 7,901 shares; 2024Q4: 8,199 shares; 2025Q1: 8,514 shares; 2025Q2: 8,490 shares; 2025Q3: 7,806 shares; 2025Q4: 8,650 shares; 2026Q1: 7,163 shares; 2026Q2: 7,952 shares 7,952 $2.02M 0.09% +789 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: 4,506 shares; 2024Q4: 4,445 shares; 2025Q1: 4,484 shares; 2025Q2: 4,761 shares; 2025Q3: 4,858 shares; 2025Q4: 5,457 shares; 2026Q1: 5,192 shares; 2026Q2: 5,695 shares 5,695 $2.01M 0.09% +503 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: 11,470 shares; 2024Q4: 45,704 shares; 2025Q1: 45,705 shares; 2025Q2: 45,706 shares; 2025Q3: 45,707 shares; 2025Q4: 45,593 shares; 2026Q1: 53,928 shares; 2026Q2: 58,451 shares 58,451 $1.98M 0.09% +4,523 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: 2,329 shares; 2024Q4: 2,599 shares; 2025Q1: 2,512 shares; 2025Q2: 2,660 shares; 2025Q3: 3,666 shares; 2025Q4: 5,330 shares; 2026Q1: 5,125 shares; 2026Q2: 5,192 shares 5,192 $1.96M 0.08% +67 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: 4,758 shares; 2024Q4: 2,730 shares; 2025Q1: 2,747 shares; 2025Q2: 2,748 shares; 2025Q3: 3,168 shares; 2025Q4: 2,748 shares; 2026Q1: 2,548 shares; 2026Q2: 2,554 shares 2,554 $1.85M 0.08% +6 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,063 shares; 2024Q4: 44,298 shares; 2025Q1: 42,965 shares; 2025Q2: 42,965 shares; 2025Q3: 42,640 shares; 2025Q4: 42,640 shares; 2026Q1: 42,470 shares; 2026Q2: 42,155 shares 42,155 $1.84M 0.08% -315 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: 857 shares; 2026Q1: 1,445 shares; 2026Q2: 1,597 shares 1,597 $1.84M 0.08% +152 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,825 shares; 2024Q4: 20,835 shares; 2025Q1: 20,967 shares; 2025Q2: 21,276 shares; 2025Q3: 21,146 shares; 2025Q4: 22,413 shares; 2026Q1: 22,772 shares; 2026Q2: 22,412 shares 22,412 $1.8M 0.08% -360 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: 23,639 shares; 2024Q4: 24,401 shares; 2025Q1: 24,907 shares; 2025Q2: 26,782 shares; 2025Q3: 25,514 shares; 2025Q4: 23,926 shares; 2026Q1: 23,739 shares; 2026Q2: 23,739 shares 23,739 $1.79M 0.08% 0 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: 10,575 shares; 2024Q4: 10,830 shares; 2025Q1: 10,706 shares; 2025Q2: 10,195 shares; 2025Q3: 12,032 shares; 2025Q4: 12,070 shares; 2026Q1: 11,950 shares; 2026Q2: 12,096 shares 12,096 $1.77M 0.08% +146 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: 1,608 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: 2,468 shares; 2026Q2: 2,497 shares 2,497 $1.76M 0.08% +29 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: 24,321 shares; 2024Q4: 23,783 shares; 2025Q1: 23,919 shares; 2025Q2: 24,985 shares; 2025Q3: 25,193 shares; 2025Q4: 27,053 shares; 2026Q1: 25,229 shares; 2026Q2: 30,566 shares 30,566 $1.74M 0.08% +5,337 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: 15,518 shares; 2024Q4: 14,891 shares; 2025Q1: 14,366 shares; 2025Q2: 24,450 shares; 2025Q3: 13,466 shares; 2025Q4: 15,455 shares; 2026Q1: 14,009 shares; 2026Q2: 14,323 shares 14,323 $1.62M 0.07% +314 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: 11,834 shares; 2024Q4: 11,769 shares; 2025Q1: 10,811 shares; 2025Q2: 9,839 shares; 2025Q3: 9,858 shares; 2025Q4: 11,804 shares; 2026Q1: 10,941 shares; 2026Q2: 12,543 shares 12,543 $1.61M 0.07% +1,602 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: 4,526 shares; 2024Q4: 4,327 shares; 2025Q1: 4,341 shares; 2025Q2: 4,967 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares; 2026Q1: 4,839 shares; 2026Q2: 4,673 shares 4,673 $1.58M 0.07% -166 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,875 shares; 2025Q2: 1,861 shares; 2025Q3: 1,157 shares; 2025Q4: 1,252 shares; 2026Q1: 1,421 shares; 2026Q2: 1,320 shares 1,320 $1.55M 0.07% -101 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: 8,904 shares; 2024Q4: 8,998 shares; 2025Q1: 9,010 shares; 2025Q2: 8,546 shares; 2025Q3: 9,466 shares; 2025Q4: 10,322 shares; 2026Q1: 8,546 shares; 2026Q2: 12,951 shares 12,951 $1.52M 0.07% +4,405 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: 2,003 shares; 2024Q4: 2,024 shares; 2025Q1: 2,148 shares; 2025Q2: 2,137 shares; 2025Q3: 2,240 shares; 2025Q4: 3,132 shares; 2026Q1: 3,137 shares; 2026Q2: 3,137 shares 3,137 $1.5M 0.06% 0 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: 2,180 shares; 2025Q3: 7,340 shares; 2025Q4: 6,337 shares; 2026Q1: not reported; 2026Q2: 3,447 shares 3,447 $1.49M 0.06% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,140 shares; 2024Q4: 2,176 shares; 2025Q1: 2,146 shares; 2025Q2: 2,862 shares; 2025Q3: 3,907 shares; 2025Q4: 3,907 shares; 2026Q1: 3,899 shares; 2026Q2: 3,914 shares 3,914 $1.47M 0.06% +15 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: 12,219 shares; 2024Q4: 11,096 shares; 2025Q1: 10,706 shares; 2025Q2: 11,012 shares; 2025Q3: 11,046 shares; 2025Q4: 10,509 shares; 2026Q1: 10,440 shares; 2026Q2: 9,970 shares 9,970 $1.46M 0.06% -470 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 3,928 shares; 2026Q1: 16,083 shares; 2026Q2: 16,377 shares 16,377 $1.46M 0.06% +294 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: 690 shares; 2024Q4: 1,697 shares; 2025Q1: 1,691 shares; 2025Q2: 1,386 shares; 2025Q3: 1,683 shares; 2025Q4: 2,993 shares; 2026Q1: 3,517 shares; 2026Q2: 4,102 shares 4,102 $1.4M 0.06% +585 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: 18,434 shares; 2024Q4: 16,616 shares; 2025Q1: 16,887 shares; 2025Q2: 33,933 shares; 2025Q3: 31,857 shares; 2025Q4: 32,475 shares; 2026Q1: 30,443 shares; 2026Q2: 29,043 shares 29,043 $1.39M 0.06% -1,400 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares; 2026Q1: 6,814 shares; 2026Q2: 5,307 shares 5,307 $1.34M 0.06% -1,507 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: 4,734 shares; 2024Q4: 4,686 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,638 shares; 2025Q4: 4,638 shares; 2026Q1: 11,697 shares; 2026Q2: 9,672 shares 9,672 $1.33M 0.06% -2,025 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,205 shares; 2024Q4: 4,184 shares; 2025Q1: 4,222 shares; 2025Q2: 4,222 shares; 2025Q3: 4,194 shares; 2025Q4: 4,185 shares; 2026Q1: 4,067 shares; 2026Q2: 3,868 shares 3,868 $1.28M 0.06% -199 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: 13,788 shares; 2024Q4: 14,330 shares; 2025Q1: 14,195 shares; 2025Q2: 15,209 shares; 2025Q3: 14,383 shares; 2025Q4: 14,541 shares; 2026Q1: 14,407 shares; 2026Q2: 13,918 shares 13,918 $1.26M 0.05% -489 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: 5,283 shares; 2024Q4: 5,129 shares; 2025Q1: 5,402 shares; 2025Q2: 5,153 shares; 2025Q3: 5,440 shares; 2025Q4: 5,214 shares; 2026Q1: 4,470 shares; 2026Q2: 5,255 shares 5,255 $1.24M 0.05% +785 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,288 shares; 2024Q4: 3,141 shares; 2025Q1: 8,560 shares; 2025Q2: 8,595 shares; 2025Q3: 8,175 shares; 2025Q4: 8,140 shares; 2026Q1: 7,719 shares; 2026Q2: 7,719 shares 7,719 $1.21M 0.05% 0 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: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,891 shares; 2025Q2: 11,364 shares; 2025Q3: 11,748 shares; 2025Q4: 11,216 shares; 2026Q1: 9,601 shares; 2026Q2: 6,782 shares 6,782 $1.2M 0.05% -2,819 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,015 shares; 2024Q4: 2,980 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 3,068 shares; 2025Q4: 2,935 shares; 2026Q1: 2,935 shares; 2026Q2: 2,935 shares 2,935 $1.17M 0.05% 0 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,162 shares; 2024Q4: 13,348 shares; 2025Q1: 13,609 shares; 2025Q2: 13,605 shares; 2025Q3: 13,162 shares; 2025Q4: 13,256 shares; 2026Q1: 15,479 shares; 2026Q2: 13,162 shares 13,162 $1.15M 0.05% -2,317 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares; 2026Q2: 24,500 shares 24,500 $1.13M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 6,657 shares; 2026Q2: 5,137 shares 5,137 $1.13M 0.05% -1,520 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,642 shares; 2024Q4: 9,298 shares; 2025Q1: 9,358 shares; 2025Q2: 9,521 shares; 2025Q3: 9,268 shares; 2025Q4: 9,168 shares; 2026Q1: 8,096 shares; 2026Q2: 8,042 shares 8,042 $1.09M 0.05% -54 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: 13,893 shares; 2024Q4: 14,015 shares; 2025Q1: 14,215 shares; 2025Q2: 14,648 shares; 2025Q3: 15,199 shares; 2025Q4: 15,349 shares; 2026Q1: 12,656 shares; 2026Q2: 13,300 shares 13,300 $1.08M 0.05% +644 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: 21,942 shares; 2024Q4: 17,458 shares; 2025Q1: 14,607 shares; 2025Q2: 17,662 shares; 2025Q3: 17,053 shares; 2025Q4: 16,757 shares; 2026Q1: 12,269 shares; 2026Q2: 12,978 shares 12,978 $1.07M 0.05% +709 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,680 shares; 2026Q2: 8,697 shares 8,697 $1.03M 0.04% +17 Timeline OEF 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: 880 shares; 2025Q4: 880 shares; 2026Q1: 12,953 shares; 2026Q2: 2,814 shares 2,814 $1.03M 0.04% -10,139 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: 2,616 shares; 2024Q4: 2,616 shares; 2025Q1: 2,606 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares; 2026Q2: 2,606 shares 2,606 $1.03M 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,501 shares; 2025Q1: 1,556 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,706 shares; 2026Q2: 11,886 shares 11,886 $1.02M 0.04% +10,180 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: 3,899 shares; 2024Q4: 2,797 shares; 2025Q1: 2,862 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 5,728 shares; 2026Q1: 6,333 shares; 2026Q2: 5,350 shares 5,350 $1.02M 0.04% -983 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: 3,824 shares; 2024Q4: 3,867 shares; 2025Q1: 3,987 shares; 2025Q2: 4,114 shares; 2025Q3: 4,124 shares; 2025Q4: 4,015 shares; 2026Q1: 4,015 shares; 2026Q2: 3,742 shares 3,742 $1.01M 0.04% -273 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,169 shares; 2026Q2: 3,319 shares 3,319 $989K 0.04% +150 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: 8,308 shares; 2024Q4: 8,412 shares; 2025Q1: 9,099 shares; 2025Q2: 8,198 shares; 2025Q3: 8,761 shares; 2025Q4: 8,426 shares; 2026Q1: 8,404 shares; 2026Q2: 7,235 shares 7,235 $945K 0.04% -1,169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,319 shares; 2026Q1: 3,577 shares; 2026Q2: 3,635 shares 3,635 $928K 0.04% +58 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,921 shares; 2025Q2: 9,939 shares; 2025Q3: 9,939 shares; 2025Q4: 9,939 shares; 2026Q1: 8,489 shares; 2026Q2: 6,439 shares 6,439 $919K 0.04% -2,050 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: 5,380 shares; 2024Q4: 5,284 shares; 2025Q1: 5,288 shares; 2025Q2: 5,181 shares; 2025Q3: 5,629 shares; 2025Q4: 5,002 shares; 2026Q1: 4,784 shares; 2026Q2: 5,378 shares 5,378 $891K 0.04% +594 Timeline VOOG 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: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares; 2026Q2: 10,734 shares 10,734 $887K 0.04% +8,945 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: 5,431 shares; 2024Q4: 4,902 shares; 2025Q1: 4,833 shares; 2025Q2: 4,543 shares; 2025Q3: 4,869 shares; 2025Q4: 4,680 shares; 2026Q1: 4,545 shares; 2026Q2: 4,846 shares 4,846 $877K 0.04% +301 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 3,069 shares; 2026Q1: 9,683 shares; 2026Q2: 9,568 shares 9,568 $873K 0.04% -115 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,459 shares; 2024Q4: 2,414 shares; 2025Q1: 2,634 shares; 2025Q2: 4,099 shares; 2025Q3: 3,213 shares; 2025Q4: 3,554 shares; 2026Q1: 3,444 shares; 2026Q2: 3,068 shares 3,068 $855K 0.04% -376 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 1,273 shares; 2026Q2: 1,312 shares 1,312 $838K 0.04% +39 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: 6,460 shares; 2024Q4: 6,421 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares; 2025Q3: 6,210 shares; 2025Q4: 5,086 shares; 2026Q1: 8,520 shares; 2026Q2: 7,321 shares 7,321 $836K 0.04% -1,199 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: 14,750 shares; 2024Q4: 13,541 shares; 2025Q1: 13,241 shares; 2025Q2: 13,231 shares; 2025Q3: 12,909 shares; 2025Q4: 11,824 shares; 2026Q1: 6,196 shares; 2026Q2: 5,956 shares 5,956 $832K 0.04% -240 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: not reported; 2024Q4: 396 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 400 shares; 2025Q4: 643 shares; 2026Q1: 417 shares; 2026Q2: 817 shares 817 $826K 0.04% +400 Timeline VLUE 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: 6,527 shares; 2026Q2: 4,098 shares 4,098 $819K 0.04% -2,429 Timeline CACI CACI INTL INC More: the full row for CACI 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: 1,718 shares; 2026Q1: 1,718 shares; 2026Q2: 1,718 shares 1,718 $796K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 2,127 shares; 2025Q1: 2,164 shares; 2025Q2: 2,163 shares; 2025Q3: 2,280 shares; 2025Q4: 2,294 shares; 2026Q1: 2,156 shares; 2026Q2: 2,123 shares 2,123 $769K 0.03% -33 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,379 shares; 2024Q4: 6,034 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,214 shares; 2025Q4: 4,214 shares; 2026Q1: 5,552 shares; 2026Q2: 6,389 shares 6,389 $762K 0.03% +837 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: 7,304 shares; 2024Q4: 7,555 shares; 2025Q1: 7,466 shares; 2025Q2: 7,938 shares; 2025Q3: 8,074 shares; 2025Q4: 7,857 shares; 2026Q1: 7,819 shares; 2026Q2: 7,911 shares 7,911 $761K 0.03% +92 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,719 shares; 2025Q3: 20,719 shares; 2025Q4: 20,719 shares; 2026Q1: 44,580 shares; 2026Q2: 45,532 shares 45,532 $760K 0.03% +952 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: 3,975 shares; 2024Q4: 4,005 shares; 2025Q1: 3,569 shares; 2025Q2: 3,576 shares; 2025Q3: 2,617 shares; 2025Q4: 2,397 shares; 2026Q1: 2,751 shares; 2026Q2: 2,683 shares 2,683 $754K 0.03% -68 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,514 shares; 2026Q1: 3,829 shares; 2026Q2: 3,759 shares 3,759 $754K 0.03% -70 Timeline SDY 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: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 5,390 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,945 shares; 2026Q2: 4,900 shares 4,900 $746K 0.03% -45 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,476 shares; 2024Q4: 8,001 shares; 2025Q1: 7,935 shares; 2025Q2: 7,435 shares; 2025Q3: 7,376 shares; 2025Q4: 7,106 shares; 2026Q1: 6,699 shares; 2026Q2: 6,688 shares 6,688 $730K 0.03% -11 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,629 shares; 2024Q4: 7,471 shares; 2025Q1: 7,667 shares; 2025Q2: 7,471 shares; 2025Q3: 7,006 shares; 2025Q4: 7,129 shares; 2026Q1: 6,813 shares; 2026Q2: 6,575 shares 6,575 $708K 0.03% -238 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: 2,498 shares; 2024Q4: 2,557 shares; 2025Q1: 2,637 shares; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 1,486 shares; 2026Q1: 1,665 shares; 2026Q2: 1,213 shares 1,213 $705K 0.03% -452 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,581 shares; 2025Q3: 5,581 shares; 2025Q4: 6,334 shares; 2026Q1: 6,949 shares; 2026Q2: 9,214 shares 9,214 $696K 0.03% +2,265 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: 689 shares; 2024Q4: 700 shares; 2025Q1: 718 shares; 2025Q2: 1,585 shares; 2025Q3: 1,644 shares; 2025Q4: 1,823 shares; 2026Q1: 1,752 shares; 2026Q2: 1,352 shares 1,352 $695K 0.03% -400 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,016 shares; 2025Q2: 2,017 shares; 2025Q3: 1,977 shares; 2025Q4: 1,020 shares; 2026Q1: 1,072 shares; 2026Q2: 1,081 shares 1,081 $692K 0.03% +9 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,824 shares; 2025Q1: 18,578 shares; 2025Q2: 40,756 shares; 2025Q3: 50,898 shares; 2025Q4: 50,898 shares; 2026Q1: 50,898 shares; 2026Q2: 50,898 shares 50,898 $689K 0.03% 0 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: 3,010 shares; 2024Q4: 3,020 shares; 2025Q1: 3,033 shares; 2025Q2: 3,047 shares; 2025Q3: 3,049 shares; 2025Q4: 3,052 shares; 2026Q1: 3,054 shares; 2026Q2: 3,056 shares 3,056 $681K 0.03% +2 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,791 shares; 2024Q4: 5,754 shares; 2025Q1: 5,791 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,214 shares 7,214 $676K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 7,432 shares; 2025Q4: 7,882 shares; 2026Q1: 7,286 shares; 2026Q2: 7,286 shares 7,286 $672K 0.03% 0 Timeline SCMB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,674 shares 25,674 $663K 0.03% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,723 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,360 shares; 2025Q4: 8,375 shares; 2026Q1: 8,360 shares; 2026Q2: 8,563 shares 8,563 $661K 0.03% +203 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 4,920 shares; 2026Q2: 5,110 shares 5,110 $654K 0.03% +190 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,150 shares; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares; 2026Q2: 8,168 shares 8,168 $653K 0.03% +18 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: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 6,919 shares; 2025Q2: 6,830 shares; 2025Q3: 6,830 shares; 2025Q4: 7,438 shares; 2026Q1: 7,313 shares; 2026Q2: 7,304 shares 7,304 $642K 0.03% -9 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: 5,569 shares; 2024Q4: 5,582 shares; 2025Q1: 5,540 shares; 2025Q2: 5,521 shares; 2025Q3: 5,209 shares; 2025Q4: 5,443 shares; 2026Q1: 5,069 shares; 2026Q2: 5,144 shares 5,144 $640K 0.03% +75 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: 946 shares; 2024Q4: 859 shares; 2025Q1: 853 shares; 2025Q2: 851 shares; 2025Q3: 872 shares; 2025Q4: 8,816 shares; 2026Q1: 8,916 shares; 2026Q2: 8,859 shares 8,859 $633K 0.03% -57 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,264 shares; 2024Q4: 6,264 shares; 2025Q1: 6,861 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,509 shares; 2026Q1: 6,509 shares; 2026Q2: 6,455 shares 6,455 $623K 0.03% -54 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: 8,964 shares; 2024Q4: 8,666 shares; 2025Q1: 8,710 shares; 2025Q2: 8,361 shares; 2025Q3: 8,593 shares; 2025Q4: 8,074 shares; 2026Q1: 8,585 shares; 2026Q2: 8,587 shares 8,587 $618K 0.03% +2 Timeline FNDF 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: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,364 shares; 2025Q4: 11,017 shares; 2026Q1: 11,436 shares; 2026Q2: 11,550 shares 11,550 $609K 0.03% +114 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,646 shares; 2025Q2: 5,646 shares; 2025Q3: 5,646 shares; 2025Q4: 5,646 shares; 2026Q1: 4,946 shares; 2026Q2: 4,946 shares 4,946 $608K 0.03% 0 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: 11,434 shares; 2024Q4: 11,476 shares; 2025Q1: 11,963 shares; 2025Q2: 11,481 shares; 2025Q3: 9,648 shares; 2025Q4: 9,731 shares; 2026Q1: 8,944 shares; 2026Q2: 7,770 shares 7,770 $608K 0.03% -1,174 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: 436 shares; 2025Q3: 560 shares; 2025Q4: 943 shares; 2026Q1: 873 shares; 2026Q2: 783 shares 783 $598K 0.03% -90 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: 7,937 shares; 2024Q4: 15,925 shares; 2025Q1: 17,771 shares; 2025Q2: 14,725 shares; 2025Q3: 15,581 shares; 2025Q4: 15,238 shares; 2026Q1: 17,152 shares; 2026Q2: 20,996 shares 20,996 $582K 0.03% +3,844 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,116 shares; 2025Q2: 1,768 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares; 2026Q1: 1,983 shares; 2026Q2: 2,383 shares 2,383 $579K 0.03% +400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,192 shares 18,192 $577K 0.02% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 843 shares; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 888 shares; 2025Q3: 868 shares; 2025Q4: 918 shares; 2026Q1: 825 shares; 2026Q2: 2,025 shares 2,025 $551K 0.02% +1,200 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 4,073 shares; 2026Q2: 4,411 shares 4,411 $550K 0.02% +338 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS 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: 7,146 shares; 2026Q1: 2,829 shares; 2026Q2: 2,829 shares 2,829 $548K 0.02% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,649 shares; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,649 shares; 2026Q1: 2,649 shares; 2026Q2: 2,649 shares 2,649 $546K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,339 shares; 2024Q4: 7,339 shares; 2025Q1: 7,891 shares; 2025Q2: 7,577 shares; 2025Q3: 7,698 shares; 2025Q4: 7,995 shares; 2026Q1: 9,521 shares; 2026Q2: 9,640 shares 9,640 $544K 0.02% +119 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,246 shares 7,246 $542K 0.02% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares; 2026Q1: 1,993 shares; 2026Q2: 1,993 shares 1,993 $536K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares; 2026Q2: 2,080 shares 2,080 $532K 0.02% 0 Timeline DFUS 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: 3,557 shares; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares; 2026Q1: 6,474 shares; 2026Q2: 6,481 shares 6,481 $531K 0.02% +7 Timeline DFUV 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: 8,180 shares; 2024Q4: 9,825 shares; 2025Q1: 9,636 shares; 2025Q2: 9,623 shares; 2025Q3: 9,757 shares; 2025Q4: 9,623 shares; 2026Q1: 9,623 shares; 2026Q2: 9,623 shares 9,623 $529K 0.02% 0 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: 2,996 shares; 2024Q4: 2,893 shares; 2025Q1: 2,793 shares; 2025Q2: 2,742 shares; 2025Q3: 2,980 shares; 2025Q4: 2,742 shares; 2026Q1: 2,543 shares; 2026Q2: 2,765 shares 2,765 $525K 0.02% +222 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: 981 shares; 2024Q4: 958 shares; 2025Q1: 925 shares; 2025Q2: 918 shares; 2025Q3: 1,218 shares; 2025Q4: 1,568 shares; 2026Q1: 1,161 shares; 2026Q2: 1,013 shares 1,013 $508K 0.02% -148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 1,549 shares; 2025Q4: 1,870 shares; 2026Q1: 1,310 shares; 2026Q2: 1,181 shares 1,181 $503K 0.02% -129 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,799 shares; 2025Q2: 3,799 shares; 2025Q3: 3,571 shares; 2025Q4: 3,655 shares; 2026Q1: 3,587 shares; 2026Q2: 3,602 shares 3,602 $493K 0.02% +15 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: 2,589 shares; 2024Q4: 2,375 shares; 2025Q1: 2,394 shares; 2025Q2: 2,398 shares; 2025Q3: 2,851 shares; 2025Q4: 3,299 shares; 2026Q1: 3,057 shares; 2026Q2: 2,325 shares 2,325 $486K 0.02% -732 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $481K 0.02% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,915 shares; 2024Q4: 4,750 shares; 2025Q1: 4,930 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,420 shares; 2026Q1: 4,550 shares; 2026Q2: 4,600 shares 4,600 $475K 0.02% +50 Timeline SCHX 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: 3,510 shares; 2024Q4: 10,536 shares; 2025Q1: 10,543 shares; 2025Q2: 10,550 shares; 2025Q3: 10,557 shares; 2025Q4: 10,563 shares; 2026Q1: 10,570 shares; 2026Q2: 16,042 shares 16,042 $472K 0.02% +5,472 Timeline IBB 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: not reported; 2026Q2: 2,426 shares 2,426 $461K 0.02% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,953 shares; 2026Q1: 4,651 shares; 2026Q2: 4,985 shares 4,985 $457K 0.02% +334 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: 14,768 shares; 2024Q4: 14,754 shares; 2025Q1: 14,757 shares; 2025Q2: 14,760 shares; 2025Q3: 14,763 shares; 2025Q4: 14,766 shares; 2026Q1: 14,769 shares; 2026Q2: 7,916 shares 7,916 $456K 0.02% -6,853 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,909 shares; 2024Q4: 7,927 shares; 2025Q1: 7,921 shares; 2025Q2: 7,909 shares; 2025Q3: 8,177 shares; 2025Q4: 7,909 shares; 2026Q1: 7,909 shares; 2026Q2: 7,909 shares 7,909 $452K 0.02% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,171 shares; 2026Q2: 1,198 shares 1,198 $449K 0.02% +27 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,870 shares 1,870 $445K 0.02% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 1,946 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares; 2026Q2: 3,070 shares 3,070 $440K 0.02% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,787 shares; 2025Q3: 2,583 shares; 2025Q4: 2,768 shares; 2026Q1: 2,583 shares; 2026Q2: 2,583 shares 2,583 $438K 0.02% 0 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: 822 shares; 2024Q4: 821 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 992 shares; 2025Q4: 1,282 shares; 2026Q1: 1,028 shares; 2026Q2: 1,268 shares 1,268 $432K 0.02% +240 Timeline IXUS 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: 2,421 shares; 2026Q2: 4,490 shares 4,490 $429K 0.02% +2,069 Timeline VXF 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: 15,961 shares; 2024Q4: 15,961 shares; 2025Q1: 15,961 shares; 2025Q2: 15,961 shares; 2025Q3: 2,913 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares; 2026Q2: 1,730 shares 1,730 $426K 0.02% 0 Timeline KBWB 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: 6,702 shares; 2024Q4: 5,923 shares; 2025Q1: 3,544 shares; 2025Q2: 3,545 shares; 2025Q3: 3,546 shares; 2025Q4: 3,546 shares; 2026Q1: 3,548 shares; 2026Q2: 4,548 shares 4,548 $423K 0.02% +1,000 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: 3,222 shares; 2024Q4: 3,106 shares; 2025Q1: 3,111 shares; 2025Q2: 2,856 shares; 2025Q3: 3,106 shares; 2025Q4: 2,856 shares; 2026Q1: 2,938 shares; 2026Q2: 2,931 shares 2,931 $420K 0.02% -7 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,021 shares; 2024Q4: 1,040 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,060 shares; 2025Q4: 1,028 shares; 2026Q1: 1,017 shares; 2026Q2: 1,010 shares 1,010 $402K 0.02% -7 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,242 shares; 2024Q4: 4,267 shares; 2025Q1: 4,310 shares; 2025Q2: 4,324 shares; 2025Q3: 4,351 shares; 2025Q4: 4,379 shares; 2026Q1: 4,407 shares; 2026Q2: 4,436 shares 4,436 $399K 0.02% +29 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,937 shares; 2026Q2: 1,962 shares 1,962 $396K 0.02% +25 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 294 shares 294 $392K 0.02% new Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,364 shares; 2024Q4: 5,727 shares; 2025Q1: 6,192 shares; 2025Q2: 6,998 shares; 2025Q3: 5,891 shares; 2025Q4: 6,052 shares; 2026Q1: 5,541 shares; 2026Q2: 5,521 shares 5,521 $390K 0.02% -20 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,755 shares; 2024Q4: 10,955 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares; 2025Q4: 10,955 shares; 2026Q1: 20,978 shares; 2026Q2: 21,000 shares 21,000 $389K 0.02% +22 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,890 shares; 2024Q4: 4,249 shares; 2025Q1: 4,664 shares; 2025Q2: 5,093 shares; 2025Q3: 4,326 shares; 2025Q4: 4,479 shares; 2026Q1: 4,331 shares; 2026Q2: 4,334 shares 4,334 $389K 0.02% +3 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: 7,045 shares; 2024Q4: 6,379 shares; 2025Q1: 6,644 shares; 2025Q2: 6,379 shares; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares; 2026Q1: 7,249 shares; 2026Q2: 7,204 shares 7,204 $386K 0.02% -45 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $383K 0.02% 0 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,024 shares 20,024 $382K 0.02% +24 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: 853 shares; 2024Q4: 843 shares; 2025Q1: 882 shares; 2025Q2: 955 shares; 2025Q3: 732 shares; 2025Q4: 747 shares; 2026Q1: 750 shares; 2026Q2: 757 shares 757 $375K 0.02% +7 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,349 shares; 2024Q4: 3,349 shares; 2025Q1: 3,346 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 3,346 shares; 2026Q1: 3,346 shares; 2026Q2: 3,346 shares 3,346 $374K 0.02% 0 Timeline DFAT 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: 5,236 shares; 2024Q4: 5,236 shares; 2025Q1: 5,236 shares; 2025Q2: 5,236 shares; 2025Q3: 4,461 shares; 2025Q4: 4,301 shares; 2026Q1: 5,279 shares; 2026Q2: 5,283 shares 5,283 $369K 0.02% +4 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,213 shares; 2024Q4: 1,237 shares; 2025Q1: 1,136 shares; 2025Q2: 953 shares; 2025Q3: 1,133 shares; 2025Q4: 953 shares; 2026Q1: 953 shares; 2026Q2: 953 shares 953 $369K 0.02% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,947 shares; 2025Q1: 4,094 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $366K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares; 2026Q2: 23,000 shares 23,000 $363K 0.02% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $356K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 799 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 1,124 shares 1,124 $352K 0.02% +424 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,199 shares; 2026Q1: 4,030 shares; 2026Q2: 4,030 shares 4,030 $350K 0.02% 0 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares; 2026Q2: 15,500 shares 15,500 $347K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF 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: 3,499 shares; 2026Q2: 3,587 shares 3,587 $346K 0.01% +88 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,369 shares; 2024Q4: 2,030 shares; 2025Q1: 2,107 shares; 2025Q2: 2,065 shares; 2025Q3: 2,000 shares; 2025Q4: 2,024 shares; 2026Q1: 2,024 shares; 2026Q2: 2,024 shares 2,024 $344K 0.01% 0 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: 1,549 shares 1,549 $342K 0.01% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 1,053 shares; 2025Q4: 987 shares; 2026Q1: 987 shares; 2026Q2: 987 shares 987 $338K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,424 shares; 2024Q4: 46,429 shares; 2025Q1: 46,429 shares; 2025Q2: 46,429 shares; 2025Q3: 42,929 shares; 2025Q4: 42,924 shares; 2026Q1: 42,924 shares; 2026Q2: 35,924 shares 35,924 $337K 0.01% -7,000 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,593 shares; 2024Q4: 1,591 shares; 2025Q1: 1,506 shares; 2025Q2: 1,295 shares; 2025Q3: 1,165 shares; 2025Q4: 1,440 shares; 2026Q1: 2,507 shares; 2026Q2: 1,544 shares 1,544 $334K 0.01% -963 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,000 shares 25,000 $330K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares; 2026Q2: 628 shares 628 $328K 0.01% 0 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: 500 shares 500 $328K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,679 shares; 2025Q4: 3,534 shares; 2026Q1: 2,114 shares; 2026Q2: 2,164 shares 2,164 $328K 0.01% +50 Timeline VYMI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,310 shares; 2026Q1: 3,324 shares; 2026Q2: 3,324 shares 3,324 $326K 0.01% 0 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: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,847 shares; 2025Q4: 1,522 shares; 2026Q1: 2,010 shares; 2026Q2: 2,059 shares 2,059 $325K 0.01% +49 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 746 shares; 2025Q4: 1,093 shares; 2026Q1: 742 shares; 2026Q2: 772 shares 772 $321K 0.01% +30 Timeline SCHK 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: 4,361 shares; 2024Q4: 8,726 shares; 2025Q1: 8,731 shares; 2025Q2: 8,735 shares; 2025Q3: 8,740 shares; 2025Q4: 8,744 shares; 2026Q1: 8,749 shares; 2026Q2: 8,753 shares 8,753 $316K 0.01% +4 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 15,450 shares; 2026Q2: 15,450 shares 15,450 $313K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,135 shares; 2024Q4: 3,150 shares; 2025Q1: 4,082 shares; 2025Q2: 3,854 shares; 2025Q3: 3,606 shares; 2025Q4: 3,469 shares; 2026Q1: 2,676 shares; 2026Q2: 2,649 shares 2,649 $311K 0.01% -27 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,315 shares; 2024Q4: not reported; 2025Q1: 4,507 shares; 2025Q2: 5,486 shares; 2025Q3: 6,237 shares; 2025Q4: 5,415 shares; 2026Q1: 6,290 shares; 2026Q2: 5,185 shares 5,185 $309K 0.01% -1,105 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 70 shares; 2026Q1: 70 shares; 2026Q2: 1,736 shares 1,736 $309K 0.01% +1,666 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,866 shares; 2026Q2: 2,866 shares 2,866 $309K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 943 shares; 2026Q2: 978 shares 978 $308K 0.01% +35 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares; 2026Q2: 155 shares 155 $307K 0.01% 0 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: 928 shares; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 966 shares; 2026Q1: 919 shares; 2026Q2: 819 shares 819 $302K 0.01% -100 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,847 shares; 2026Q1: 7,222 shares; 2026Q2: 6,847 shares 6,847 $302K 0.01% -375 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: 988 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares; 2026Q2: 982 shares 982 $301K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,069 shares; 2025Q4: 2,069 shares; 2026Q1: 2,069 shares; 2026Q2: 2,034 shares 2,034 $300K 0.01% -35 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: 20,179 shares; 2024Q4: 19,093 shares; 2025Q1: 19,698 shares; 2025Q2: 20,445 shares; 2025Q3: 19,111 shares; 2025Q4: 18,696 shares; 2026Q1: 16,339 shares; 2026Q2: 12,474 shares 12,474 $300K 0.01% -3,865 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 reported; 2024Q4: 2,796 shares; 2025Q1: 2,796 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,696 shares; 2026Q2: 696 shares 696 $300K 0.01% -2,000 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 893 shares; 2026Q2: 896 shares 896 $300K 0.01% +3 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,118 shares 1,118 $300K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 11,098 shares 11,098 $295K 0.01% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 6,403 shares; 2026Q1: 2,196 shares; 2026Q2: 2,196 shares 2,196 $295K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 469 shares 469 $289K 0.01% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,429 shares; 2024Q4: 3,691 shares; 2025Q1: 3,723 shares; 2025Q2: 4,000 shares; 2025Q3: 3,792 shares; 2025Q4: 3,687 shares; 2026Q1: 3,713 shares; 2026Q2: 3,739 shares 3,739 $285K 0.01% +26 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: 2,502 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,504 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,525 shares; 2026Q2: 5,051 shares 5,051 $284K 0.01% +2,526 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,945 shares; 2025Q4: 6,945 shares; 2026Q1: 6,840 shares; 2026Q2: 4,840 shares 4,840 $283K 0.01% -2,000 Timeline VTWO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,084 shares; 2026Q1: 2,326 shares; 2026Q2: 2,326 shares 2,326 $282K 0.01% 0 Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 2,048 shares; 2026Q2: 2,048 shares 2,048 $275K 0.01% 0 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,648 shares; 2026Q2: 4,648 shares 4,648 $273K 0.01% 0 Timeline SCHA 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: 9,009 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,508 shares 7,508 $271K 0.01% new Timeline RPG 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: 5,150 shares; 2024Q4: 4,870 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,214 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,214 shares 4,214 $269K 0.01% new Timeline FNDX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,643 shares 8,643 $269K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,284 shares; 2024Q4: 8,333 shares; 2025Q1: 5,284 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,308 shares; 2026Q1: 5,308 shares; 2026Q2: 5,308 shares 5,308 $268K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828 shares; 2024Q4: 2,832 shares; 2025Q1: 2,882 shares; 2025Q2: 2,810 shares; 2025Q3: 2,786 shares; 2025Q4: 2,778 shares; 2026Q1: 2,858 shares; 2026Q2: 2,758 shares 2,758 $265K 0.01% -100 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,888 shares; 2026Q2: 4,757 shares 4,757 $254K 0.01% -131 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,403 shares; 2026Q2: 1,603 shares 1,603 $252K 0.01% -800 Timeline IDV 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: 5,491 shares; 2025Q4: not reported; 2026Q1: 5,989 shares; 2026Q2: 5,989 shares 5,989 $248K 0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,507 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 4,377 shares; 2025Q3: 4,377 shares; 2025Q4: 4,377 shares; 2026Q1: 4,377 shares; 2026Q2: 3,673 shares 3,673 $247K 0.01% -704 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,684 shares; 2026Q1: 1,684 shares; 2026Q2: 1,684 shares 1,684 $247K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,230 shares; 2024Q4: 11,206 shares; 2025Q1: 11,333 shares; 2025Q2: 12,093 shares; 2025Q3: 11,628 shares; 2025Q4: 11,501 shares; 2026Q1: 11,901 shares; 2026Q2: 11,901 shares 11,901 $246K 0.01% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC 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: 689 shares; 2026Q1: 206 shares; 2026Q2: 206 shares 206 $246K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,446 shares; 2026Q1: 2,329 shares; 2026Q2: 2,569 shares 2,569 $246K 0.01% +240 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: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 528 shares 528 $242K 0.01% -37 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 679 shares 679 $241K 0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,906 shares; 2024Q4: 5,906 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,906 shares; 2026Q2: 5,906 shares 5,906 $240K 0.01% 0 Timeline XLE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,533 shares; 2026Q2: 4,522 shares 4,522 $240K 0.01% -11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,530 shares; 2026Q1: 2,541 shares; 2026Q2: 2,530 shares 2,530 $240K 0.01% -11 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,462 shares; 2024Q4: 13,492 shares; 2025Q1: 13,818 shares; 2025Q2: 11,730 shares; 2025Q3: 9,672 shares; 2025Q4: 9,919 shares; 2026Q1: 9,677 shares; 2026Q2: 9,648 shares 9,648 $239K 0.01% -29 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 1,430 shares; 2026Q1: 1,430 shares; 2026Q2: 1,430 shares 1,430 $233K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: not reported; 2026Q1: 367 shares; 2026Q2: 367 shares 367 $233K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,277 shares 1,277 $229K 0.01% new 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: 395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares; 2026Q1: 452 shares; 2026Q2: 447 shares 447 $228K 0.01% -5 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,260 shares; 2025Q1: 865 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 774 shares; 2026Q1: not reported; 2026Q2: 659 shares 659 $227K 0.01% new Timeline SCHC 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: 5,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,587 shares; 2025Q4: 4,587 shares; 2026Q1: 4,587 shares; 2026Q2: 4,690 shares 4,690 $226K 0.01% +103 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,442 shares; 2025Q4: not reported; 2026Q1: 2,160 shares; 2026Q2: 2,171 shares 2,171 $221K 0.01% +11 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051 shares; 2024Q4: 2,076 shares; 2025Q1: 2,158 shares; 2025Q2: not reported; 2025Q3: 2,159 shares; 2025Q4: not reported; 2026Q1: 1,975 shares; 2026Q2: 2,124 shares 2,124 $221K 0.01% +149 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: 3,023 shares; 2025Q1: 3,044 shares; 2025Q2: 4,118 shares; 2025Q3: 3,652 shares; 2025Q4: 3,670 shares; 2026Q1: 3,473 shares; 2026Q2: 3,053 shares 3,053 $219K 0.01% -420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 918 shares 918 $218K 0.01% new Timeline VONG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,676 shares; 2025Q4: 1,676 shares; 2026Q1: not reported; 2026Q2: 1,676 shares 1,676 $214K 0.01% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,107 shares; 2025Q4: 1,107 shares; 2026Q1: not reported; 2026Q2: 1,107 shares 1,107 $214K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: not reported; 2026Q1: 1,061 shares; 2026Q2: 998 shares 998 $212K 0.01% -63 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $209K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $206K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares; 2026Q1: 2,097 shares; 2026Q2: 1,297 shares 1,297 $206K 0.01% -800 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE 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: not reported; 2026Q2: 2,150 shares 2,150 $206K 0.01% new 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: 2,066 shares; 2024Q4: 1,830 shares; 2025Q1: 1,832 shares; 2025Q2: 1,834 shares; 2025Q3: 1,836 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,864 shares 1,864 $205K 0.01% new 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: 3,764 shares; 2024Q4: 3,762 shares; 2025Q1: 3,705 shares; 2025Q2: 4,105 shares; 2025Q3: 4,518 shares; 2025Q4: 4,679 shares; 2026Q1: 2,313 shares; 2026Q2: 2,296 shares 2,296 $202K 0.01% -17 Timeline IYY 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: not reported; 2026Q2: 1,100 shares 1,100 $201K 0.01% new 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: 16,628 shares; 2024Q4: 16,628 shares; 2025Q1: 16,628 shares; 2025Q2: 31,628 shares; 2025Q3: 31,628 shares; 2025Q4: 31,628 shares; 2026Q1: 16,697 shares; 2026Q2: 16,736 shares 16,736 $182K 0.01% +39 Timeline FOCL EDAP TMS S A More: the full row for EDAP TMS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,431 shares; 2024Q4: 21,431 shares; 2025Q1: 21,431 shares; 2025Q2: 21,431 shares; 2025Q3: 21,431 shares; 2025Q4: 21,431 shares; 2026Q1: 21,431 shares; 2026Q2: 21,431 shares 21,431 $111K <0.01% 0 Timeline GUTS FRACTYL HEALTH INC More: the full row for FRACTYL HEALTH 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: 100,000 shares; 2026Q2: 100,000 shares 100,000 $79.4K <0.01% 0 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,721 shares; 2024Q4: 15,721 shares; 2025Q1: 15,721 shares; 2025Q2: 15,721 shares; 2025Q3: 15,721 shares; 2025Q4: 15,721 shares; 2026Q1: 15,721 shares; 2026Q2: 15,721 shares 15,721 $23.6K <0.01% 0 Timeline HUMA HUMACYTE INC More: the full row for HUMACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,600 shares 15,600 $12.2K <0.01% new Timeline