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: 107,081 shares; 2024Q4: 113,607 shares; 2025Q1: 122,382 shares; 2025Q2: 131,208 shares; 2025Q3: 144,789 shares; 2025Q4: 152,943 shares; 2026Q1: 163,814 shares; 2026Q2: 180,147 shares 180,147 $66.7M 11.54% +16,333 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: 431,442 shares; 2024Q4: 454,763 shares; 2025Q1: 482,417 shares; 2025Q2: 520,102 shares; 2025Q3: 569,107 shares; 2025Q4: 606,602 shares; 2026Q1: 632,785 shares; 2026Q2: 676,877 shares 676,877 $61.7M 10.69% +44,092 Timeline 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: 241,248 shares; 2024Q4: 263,156 shares; 2025Q1: 283,055 shares; 2025Q2: 302,932 shares; 2025Q3: 319,218 shares; 2025Q4: 334,920 shares; 2026Q1: 339,046 shares; 2026Q2: 362,990 shares 362,990 $37.4M 6.48% +23,944 Timeline DFAU 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: 395,442 shares; 2024Q4: 417,707 shares; 2025Q1: 447,616 shares; 2025Q2: 481,620 shares; 2025Q3: 539,299 shares; 2025Q4: 579,924 shares; 2026Q1: 619,449 shares; 2026Q2: 673,456 shares 673,456 $34.8M 6.03% +54,007 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: 162,012 shares; 2024Q4: 170,584 shares; 2025Q1: 182,759 shares; 2025Q2: 200,575 shares; 2025Q3: 221,792 shares; 2025Q4: 233,971 shares; 2026Q1: 246,596 shares; 2026Q2: 264,812 shares 264,812 $33M 5.72% +18,216 Timeline AVIG 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: 324,079 shares; 2024Q4: 364,720 shares; 2025Q1: 410,044 shares; 2025Q2: 436,308 shares; 2025Q3: 504,080 shares; 2025Q4: 540,374 shares; 2026Q1: 593,902 shares; 2026Q2: 683,919 shares 683,919 $28.3M 4.9% +90,017 Timeline DFSD 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: 278,977 shares; 2024Q4: 312,814 shares; 2025Q1: 351,693 shares; 2025Q2: 374,223 shares; 2025Q3: 431,825 shares; 2025Q4: 462,898 shares; 2026Q1: 511,899 shares; 2026Q2: 581,099 shares 581,099 $27.7M 4.8% +69,200 Timeline AVIV 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: 199,047 shares; 2024Q4: 215,514 shares; 2025Q1: 232,301 shares; 2025Q2: 250,568 shares; 2025Q3: 273,192 shares; 2025Q4: 290,206 shares; 2026Q1: 303,419 shares; 2026Q2: 328,121 shares 328,121 $25.4M 4.4% +24,702 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,263 shares; 2024Q4: 164,218 shares; 2025Q1: 179,630 shares; 2025Q2: 194,526 shares; 2025Q3: 214,392 shares; 2025Q4: 230,733 shares; 2026Q1: 244,628 shares; 2026Q2: 267,531 shares 267,531 $23.8M 4.12% +22,903 Timeline DFAI 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: 330,315 shares; 2024Q4: 358,480 shares; 2025Q1: 394,544 shares; 2025Q2: 426,249 shares; 2025Q3: 470,305 shares; 2025Q4: 501,378 shares; 2026Q1: 529,016 shares; 2026Q2: 576,374 shares 576,374 $23.8M 4.12% +47,358 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 321,345 shares; 2024Q4: 346,938 shares; 2025Q1: 375,397 shares; 2025Q2: 400,305 shares; 2025Q3: 445,350 shares; 2025Q4: 471,874 shares; 2026Q1: 512,430 shares; 2026Q2: 568,995 shares 568,995 $21.1M 3.65% +56,565 Timeline AVRE 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: 192,269 shares; 2024Q4: 208,414 shares; 2025Q1: 230,095 shares; 2025Q2: 249,747 shares; 2025Q3: 284,787 shares; 2025Q4: 309,501 shares; 2026Q1: 337,833 shares; 2026Q2: 373,415 shares 373,415 $17.7M 3.06% +35,582 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: 40,084 shares; 2024Q4: 40,630 shares; 2025Q1: 38,210 shares; 2025Q2: 38,760 shares; 2025Q3: 38,940 shares; 2025Q4: 39,080 shares; 2026Q1: 37,368 shares; 2026Q2: 37,834 shares 37,834 $14.1M 2.44% +466 Timeline AVES 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: 114,198 shares; 2024Q4: 128,682 shares; 2025Q1: 142,045 shares; 2025Q2: 154,670 shares; 2025Q3: 170,333 shares; 2025Q4: 184,744 shares; 2026Q1: 196,445 shares; 2026Q2: 211,649 shares 211,649 $13.9M 2.4% +15,204 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,114 shares; 2024Q4: 78,410 shares; 2025Q1: 86,332 shares; 2025Q2: 93,899 shares; 2025Q3: 103,374 shares; 2025Q4: 111,263 shares; 2026Q1: 120,636 shares; 2026Q2: 125,731 shares 125,731 $10.4M 1.8% +5,095 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: 17,179 shares; 2024Q4: 16,650 shares; 2025Q1: 15,162 shares; 2025Q2: 15,158 shares; 2025Q3: 13,227 shares; 2025Q4: 12,166 shares; 2026Q1: 11,010 shares; 2026Q2: 10,367 shares 10,367 $7.12M 1.23% -643 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: 106,311 shares; 2024Q4: 105,460 shares; 2025Q1: 96,546 shares; 2025Q2: 83,469 shares; 2025Q3: 76,313 shares; 2025Q4: 72,896 shares; 2026Q1: 63,691 shares; 2026Q2: 57,019 shares 57,019 $4.78M 0.83% -6,672 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: 3,503 shares; 2024Q4: 5,671 shares; 2025Q1: 7,236 shares; 2025Q2: 9,961 shares; 2025Q3: 10,493 shares; 2025Q4: 18,516 shares; 2026Q1: 18,824 shares; 2026Q2: 20,408 shares 20,408 $4.08M 0.71% +1,584 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,762 shares; 2025Q2: 1,826 shares; 2025Q3: 10,771 shares; 2025Q4: 10,951 shares; 2026Q1: 10,472 shares; 2026Q2: 11,392 shares 11,392 $4.03M 0.7% +920 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: 14,070 shares; 2024Q4: 14,900 shares; 2025Q1: 14,208 shares; 2025Q2: 14,494 shares; 2025Q3: 13,786 shares; 2025Q4: 15,778 shares; 2026Q1: 14,117 shares; 2026Q2: 13,304 shares 13,304 $3.85M 0.67% -813 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: 46,986 shares; 2024Q4: 45,737 shares; 2025Q1: 41,494 shares; 2025Q2: 35,837 shares; 2025Q3: 33,005 shares; 2025Q4: 30,176 shares; 2026Q1: 26,048 shares; 2026Q2: 22,868 shares 22,868 $2.78M 0.48% -3,180 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: 1,618 shares; 2026Q1: 2,178 shares; 2026Q2: 2,402 shares 2,402 $2.77M 0.48% +224 Timeline DFIV 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: 68,743 shares; 2024Q4: 69,723 shares; 2025Q1: 63,503 shares; 2025Q2: 63,349 shares; 2025Q3: 60,018 shares; 2025Q4: 57,434 shares; 2026Q1: 51,808 shares; 2026Q2: 50,059 shares 50,059 $2.7M 0.47% -1,749 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: 3,940 shares; 2024Q4: 4,715 shares; 2025Q1: 4,576 shares; 2025Q2: 3,463 shares; 2025Q3: 3,571 shares; 2025Q4: 3,479 shares; 2026Q1: 3,490 shares; 2026Q2: 3,443 shares 3,443 $2.58M 0.45% -47 Timeline VSS 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: 30,410 shares; 2024Q4: 30,427 shares; 2025Q1: 27,494 shares; 2025Q2: 23,591 shares; 2025Q3: 21,619 shares; 2025Q4: 20,327 shares; 2026Q1: 17,853 shares; 2026Q2: 16,156 shares 16,156 $2.49M 0.43% -1,697 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,221 shares; 2024Q4: 1,100 shares; 2025Q1: 1,060 shares; 2025Q2: 1,034 shares; 2025Q3: 1,186 shares; 2025Q4: 1,196 shares; 2026Q1: 1,229 shares; 2026Q2: 1,182 shares 1,182 $2.46M 0.43% -47 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,506 shares; 2025Q3: 7,506 shares; 2025Q4: 30,750 shares; 2026Q1: 28,922 shares; 2026Q2: 26,727 shares 26,727 $2.37M 0.41% -2,195 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,686 shares; 2025Q1: 33,038 shares; 2025Q2: 31,230 shares; 2025Q3: 32,859 shares; 2025Q4: 32,817 shares; 2026Q1: 33,592 shares; 2026Q2: 31,423 shares 31,423 $2.27M 0.39% -2,169 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: 27,403 shares; 2024Q4: 26,896 shares; 2025Q1: 27,189 shares; 2025Q2: 26,110 shares; 2025Q3: 26,628 shares; 2025Q4: 26,688 shares; 2026Q1: 26,789 shares; 2026Q2: 26,799 shares 26,799 $2.2M 0.38% +10 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: 66,648 shares; 2024Q4: 66,669 shares; 2025Q1: 58,561 shares; 2025Q2: 51,012 shares; 2025Q3: 47,509 shares; 2025Q4: 44,189 shares; 2026Q1: 41,984 shares; 2026Q2: 35,939 shares 35,939 $2.15M 0.37% -6,045 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,568 shares; 2024Q4: 35,599 shares; 2025Q1: 31,294 shares; 2025Q2: 34,249 shares; 2025Q3: 33,848 shares; 2025Q4: 35,553 shares; 2026Q1: 31,872 shares; 2026Q2: 27,989 shares 27,989 $2.05M 0.36% -3,883 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,785 shares; 2026Q1: 21,262 shares; 2026Q2: 20,195 shares 20,195 $2M 0.35% -1,067 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: 3,756 shares; 2024Q4: 4,669 shares; 2025Q1: 3,851 shares; 2025Q2: 2,577 shares; 2025Q3: 5,293 shares; 2025Q4: 6,398 shares; 2026Q1: 7,861 shares; 2026Q2: 7,678 shares 7,678 $1.83M 0.32% -183 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: 33,559 shares; 2024Q4: 31,696 shares; 2025Q1: 27,812 shares; 2025Q2: 23,594 shares; 2025Q3: 20,847 shares; 2025Q4: 18,399 shares; 2026Q1: 15,423 shares; 2026Q2: 13,509 shares 13,509 $1.73M 0.3% -1,914 Timeline PNOV 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: 5,501 shares; 2024Q4: 36,288 shares; 2025Q1: 36,288 shares; 2025Q2: 36,288 shares; 2025Q3: 36,288 shares; 2025Q4: 35,086 shares; 2026Q1: 35,086 shares; 2026Q2: 35,086 shares 35,086 $1.56M 0.27% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 3,096 shares; 2025Q1: 3,804 shares; 2025Q2: 3,701 shares; 2025Q3: 3,701 shares; 2025Q4: 4,158 shares; 2026Q1: 4,380 shares; 2026Q2: 4,160 shares 4,160 $1.55M 0.27% -220 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: 607 shares; 2025Q3: 607 shares; 2025Q4: 748 shares; 2026Q1: 826 shares; 2026Q2: 733 shares 733 $1.45M 0.25% -93 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: 3,071 shares; 2024Q4: 3,329 shares; 2025Q1: 6,405 shares; 2025Q2: 5,874 shares; 2025Q3: 5,892 shares; 2025Q4: 6,017 shares; 2026Q1: 5,553 shares; 2026Q2: 5,362 shares 5,362 $1.36M 0.24% -191 Timeline DISV 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: 29,763 shares; 2024Q4: 29,880 shares; 2025Q1: 29,901 shares; 2025Q2: 30,164 shares; 2025Q3: 30,238 shares; 2025Q4: 30,338 shares; 2026Q1: 30,605 shares; 2026Q2: 30,836 shares 30,836 $1.24M 0.21% +231 Timeline VONV 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: 25,100 shares; 2024Q4: 24,675 shares; 2025Q1: 22,638 shares; 2025Q2: 17,225 shares; 2025Q3: 16,205 shares; 2025Q4: 14,938 shares; 2026Q1: 13,175 shares; 2026Q2: 11,503 shares 11,503 $1.22M 0.21% -1,672 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: 23,221 shares; 2024Q4: 23,008 shares; 2025Q1: 23,036 shares; 2025Q2: 22,114 shares; 2025Q3: 22,140 shares; 2025Q4: 22,161 shares; 2026Q1: 22,120 shares; 2026Q2: 21,984 shares 21,984 $1.21M 0.21% -136 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,251 shares; 2025Q1: 6,975 shares; 2025Q2: 5,742 shares; 2025Q3: 7,961 shares; 2025Q4: 21,099 shares; 2026Q1: 20,933 shares; 2026Q2: 18,473 shares 18,473 $1.19M 0.21% -2,460 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,130 shares; 2025Q2: 791 shares; 2025Q3: 776 shares; 2025Q4: 926 shares; 2026Q1: 960 shares; 2026Q2: 981 shares 981 $1.15M 0.2% +21 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: 7,551 shares; 2024Q4: 7,453 shares; 2025Q1: 6,904 shares; 2025Q2: 6,392 shares; 2025Q3: 5,737 shares; 2025Q4: 4,854 shares; 2026Q1: 3,573 shares; 2026Q2: 14,273 shares 14,273 $1.15M 0.2% +10,700 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: 4,720 shares; 2024Q4: 4,812 shares; 2025Q1: 5,177 shares; 2025Q2: 4,783 shares; 2025Q3: 5,770 shares; 2025Q4: 17,419 shares; 2026Q1: 20,623 shares; 2026Q2: 19,450 shares 19,450 $1.12M 0.19% -1,173 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: not reported; 2024Q4: not reported; 2025Q1: 16,345 shares; 2025Q2: 15,744 shares; 2025Q3: 21,194 shares; 2025Q4: 21,889 shares; 2026Q1: 21,113 shares; 2026Q2: 7,934 shares 7,934 $1.11M 0.19% -13,179 Timeline PMAY 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: 26,681 shares; 2024Q4: 26,681 shares; 2025Q1: 26,681 shares; 2025Q2: 26,681 shares; 2025Q3: 26,681 shares; 2025Q4: 26,681 shares; 2026Q1: 26,681 shares; 2026Q2: 26,681 shares 26,681 $1.1M 0.19% 0 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: 1,246 shares; 2024Q4: 1,375 shares; 2025Q1: 773 shares; 2025Q2: 1,445 shares; 2025Q3: 1,442 shares; 2025Q4: 868 shares; 2026Q1: 864 shares; 2026Q2: 2,108 shares 2,108 $1.05M 0.18% +1,244 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: 1,414 shares; 2026Q1: 1,971 shares; 2026Q2: 1,600 shares 1,600 $1.02M 0.18% -371 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,214 shares; 2024Q4: 8,027 shares; 2025Q1: 7,333 shares; 2025Q2: 7,344 shares; 2025Q3: 7,418 shares; 2025Q4: 7,195 shares; 2026Q1: 7,452 shares; 2026Q2: 6,795 shares 6,795 $996K 0.17% -657 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,833 shares; 2025Q1: 2,917 shares; 2025Q2: 3,079 shares; 2025Q3: 3,639 shares; 2025Q4: 7,448 shares; 2026Q1: 9,002 shares; 2026Q2: 8,056 shares 8,056 $940K 0.16% -946 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: 2,995 shares; 2024Q4: 1,862 shares; 2025Q1: not reported; 2025Q2: 1,039 shares; 2025Q3: 1,960 shares; 2025Q4: 1,462 shares; 2026Q1: 1,400 shares; 2026Q2: 2,153 shares 2,153 $906K 0.16% +753 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,891 shares; 2024Q4: 9,030 shares; 2025Q1: 8,574 shares; 2025Q2: 8,978 shares; 2025Q3: 9,646 shares; 2025Q4: 10,041 shares; 2026Q1: 9,559 shares; 2026Q2: 9,304 shares 9,304 $897K 0.16% -255 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,331 shares; 2025Q2: not reported; 2025Q3: 23,045 shares; 2025Q4: 42,177 shares; 2026Q1: 50,275 shares; 2026Q2: 52,687 shares 52,687 $889K 0.15% +2,412 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,832 shares; 2025Q2: not reported; 2025Q3: 5,455 shares; 2025Q4: 9,048 shares; 2026Q1: 11,592 shares; 2026Q2: 11,864 shares 11,864 $883K 0.15% +272 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,382 shares; 2025Q1: not reported; 2025Q2: 5,920 shares; 2025Q3: 6,227 shares; 2025Q4: 7,231 shares; 2026Q1: 6,810 shares; 2026Q2: 6,578 shares 6,578 $851K 0.15% -232 Timeline DFIC 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: 22,809 shares; 2024Q4: 22,809 shares; 2025Q1: 22,809 shares; 2025Q2: 22,809 shares; 2025Q3: 22,809 shares; 2025Q4: 22,809 shares; 2026Q1: 22,809 shares; 2026Q2: 22,809 shares 22,809 $850K 0.15% 0 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: 1,665 shares; 2025Q3: 1,662 shares; 2025Q4: 1,458 shares; 2026Q1: 2,221 shares; 2026Q2: 2,523 shares 2,523 $845K 0.15% +302 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: 3,603 shares; 2024Q4: 4,302 shares; 2025Q1: 4,649 shares; 2025Q2: 3,607 shares; 2025Q3: 3,473 shares; 2025Q4: 2,489 shares; 2026Q1: 3,368 shares; 2026Q2: 3,301 shares 3,301 $844K 0.15% -67 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 1,449 shares; 2026Q1: 835 shares; 2026Q2: 369 shares 369 $839K 0.15% -466 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,030 shares; 2025Q1: 5,574 shares; 2025Q2: 5,074 shares; 2025Q3: not reported; 2025Q4: 2,997 shares; 2026Q1: 5,800 shares; 2026Q2: 5,439 shares 5,439 $836K 0.14% -361 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: 13,697 shares; 2024Q4: 13,884 shares; 2025Q1: 13,988 shares; 2025Q2: 14,032 shares; 2025Q3: 14,774 shares; 2025Q4: 14,964 shares; 2026Q1: 15,140 shares; 2026Q2: 15,894 shares 15,894 $804K 0.14% +754 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,530 shares; 2025Q1: 4,090 shares; 2025Q2: 2,534 shares; 2025Q3: not reported; 2025Q4: 3,624 shares; 2026Q1: 6,049 shares; 2026Q2: 5,480 shares 5,480 $784K 0.14% -569 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,535 shares; 2024Q4: 15,703 shares; 2025Q1: 14,171 shares; 2025Q2: 14,734 shares; 2025Q3: 14,954 shares; 2025Q4: 14,594 shares; 2026Q1: 11,546 shares; 2026Q2: 9,892 shares 9,892 $771K 0.13% -1,654 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: 2,156 shares; 2026Q1: 2,364 shares; 2026Q2: 2,580 shares 2,580 $747K 0.13% +216 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,608 shares; 2025Q3: 3,596 shares; 2025Q4: 4,154 shares; 2026Q1: 4,009 shares; 2026Q2: 4,051 shares 4,051 $712K 0.12% +42 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,677 shares; 2025Q2: 7,061 shares; 2025Q3: 8,270 shares; 2025Q4: 8,193 shares; 2026Q1: 9,137 shares; 2026Q2: 9,133 shares 9,133 $704K 0.12% -4 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: 1,273 shares; 2025Q3: 1,232 shares; 2025Q4: 1,737 shares; 2026Q1: 2,035 shares; 2026Q2: 3,452 shares 3,452 $693K 0.12% +1,417 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: not reported; 2024Q4: 3,937 shares; 2025Q1: 9,167 shares; 2025Q2: 9,342 shares; 2025Q3: 15,476 shares; 2025Q4: 15,723 shares; 2026Q1: 12,182 shares; 2026Q2: 12,336 shares 12,336 $671K 0.12% +154 Timeline DFAS 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: 8,043 shares; 2024Q4: 8,051 shares; 2025Q1: 8,059 shares; 2025Q2: 7,733 shares; 2025Q3: 7,741 shares; 2025Q4: 7,712 shares; 2026Q1: 7,706 shares; 2026Q2: 7,714 shares 7,714 $635K 0.11% +8 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,963 shares; 2024Q4: 3,116 shares; 2025Q1: 2,513 shares; 2025Q2: 2,644 shares; 2025Q3: 2,521 shares; 2025Q4: 2,053 shares; 2026Q1: 1,760 shares; 2026Q2: 1,833 shares 1,833 $629K 0.11% +73 Timeline BMAY 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: 13,114 shares; 2024Q4: 13,114 shares; 2025Q1: 13,114 shares; 2025Q2: 13,114 shares; 2025Q3: 13,114 shares; 2025Q4: 13,114 shares; 2026Q1: 13,114 shares; 2026Q2: 13,114 shares 13,114 $621K 0.11% 0 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: 2,131 shares; 2024Q4: 2,545 shares; 2025Q1: 2,925 shares; 2025Q2: 2,940 shares; 2025Q3: 2,941 shares; 2025Q4: 2,868 shares; 2026Q1: 2,893 shares; 2026Q2: 2,288 shares 2,288 $615K 0.11% -605 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,018 shares; 2025Q2: 776 shares; 2025Q3: 1,599 shares; 2025Q4: not reported; 2026Q1: 1,986 shares; 2026Q2: 2,608 shares 2,608 $596K 0.1% +622 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 5,460 shares; 2025Q4: 7,774 shares; 2026Q1: 8,567 shares; 2026Q2: 8,684 shares 8,684 $576K 0.1% +117 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,109 shares; 2025Q1: 1,610 shares; 2025Q2: 1,691 shares; 2025Q3: 1,672 shares; 2025Q4: 2,122 shares; 2026Q1: 1,970 shares; 2026Q2: 2,253 shares 2,253 $567K 0.1% +283 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 1,477 shares; 2025Q3: 1,473 shares; 2025Q4: 1,580 shares; 2026Q1: 1,588 shares; 2026Q2: 1,407 shares 1,407 $566K 0.1% -181 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: 829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,572 shares 1,572 $554K 0.1% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 573 shares 573 $553K 0.1% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,796 shares; 2024Q4: 28,469 shares; 2025Q1: 23,657 shares; 2025Q2: 17,402 shares; 2025Q3: 16,429 shares; 2025Q4: 15,579 shares; 2026Q1: 14,181 shares; 2026Q2: 11,373 shares 11,373 $551K 0.1% -2,808 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,673 shares; 2025Q3: 18,945 shares; 2025Q4: 18,945 shares; 2026Q1: 18,945 shares; 2026Q2: 18,945 shares 18,945 $549K 0.09% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,699 shares; 2024Q4: 1,731 shares; 2025Q1: 1,749 shares; 2025Q2: 6,155 shares; 2025Q3: 5,756 shares; 2025Q4: 5,743 shares; 2026Q1: 5,041 shares; 2026Q2: 5,262 shares 5,262 $542K 0.09% +221 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,837 shares; 2025Q3: 2,746 shares; 2025Q4: 2,848 shares; 2026Q1: 2,933 shares; 2026Q2: 3,015 shares 3,015 $532K 0.09% +82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,783 shares; 2025Q4: 4,418 shares; 2026Q1: 5,500 shares; 2026Q2: 5,551 shares 5,551 $520K 0.09% +51 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: 825 shares 825 $509K 0.09% new 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: 1,743 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,747 shares; 2025Q4: 1,811 shares; 2026Q1: 2,116 shares; 2026Q2: 3,063 shares 3,063 $508K 0.09% +947 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: 1,288 shares; 2025Q3: 1,651 shares; 2025Q4: 1,880 shares; 2026Q1: 1,972 shares; 2026Q2: 2,059 shares 2,059 $507K 0.09% +87 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,068 shares; 2024Q4: 4,084 shares; 2025Q1: 4,095 shares; 2025Q2: 4,198 shares; 2025Q3: 4,208 shares; 2025Q4: 4,213 shares; 2026Q1: 4,221 shares; 2026Q2: 4,229 shares 4,229 $504K 0.09% +8 Timeline AVLC 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: 3,073 shares; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 5,029 shares; 2025Q4: 5,363 shares; 2026Q1: 5,565 shares; 2026Q2: 5,577 shares 5,577 $502K 0.09% +12 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,052 shares; 2026Q2: 1,030 shares 1,030 $498K 0.09% -22 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares; 2026Q2: 2,271 shares 2,271 $492K 0.09% +709 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES 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: 1,784 shares; 2025Q4: 2,272 shares; 2026Q1: 3,238 shares; 2026Q2: 2,908 shares 2,908 $490K 0.08% -330 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: 4,439 shares; 2024Q4: 4,439 shares; 2025Q1: 3,604 shares; 2025Q2: 7,864 shares; 2025Q3: 6,337 shares; 2025Q4: 6,337 shares; 2026Q1: 6,337 shares; 2026Q2: 6,337 shares 6,337 $485K 0.08% 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: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares; 2026Q1: 1,481 shares; 2026Q2: 1,116 shares 1,116 $484K 0.08% -365 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,334 shares; 2026Q1: 7,284 shares; 2026Q2: 7,691 shares 7,691 $484K 0.08% +407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,811 shares; 2026Q1: 3,423 shares; 2026Q2: 3,668 shares 3,668 $479K 0.08% +245 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,537 shares; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 2,510 shares; 2026Q1: 2,899 shares; 2026Q2: 2,771 shares 2,771 $471K 0.08% -128 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,319 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,197 shares; 2026Q1: 11,991 shares; 2026Q2: 18,415 shares 18,415 $465K 0.08% +6,424 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: 1,545 shares; 2024Q4: 1,459 shares; 2025Q1: 1,732 shares; 2025Q2: 960 shares; 2025Q3: 1,115 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,416 shares 1,416 $463K 0.08% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,295 shares; 2025Q1: 6,944 shares; 2025Q2: 4,205 shares; 2025Q3: 4,048 shares; 2025Q4: 4,547 shares; 2026Q1: 4,484 shares; 2026Q2: 4,057 shares 4,057 $460K 0.08% -427 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,373 shares; 2026Q2: 1,342 shares 1,342 $459K 0.08% -31 Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,701 shares; 2026Q1: 1,689 shares; 2026Q2: 1,683 shares 1,683 $457K 0.08% -6 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,315 shares 6,315 $456K 0.08% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 2,683 shares; 2025Q4: 2,305 shares; 2026Q1: 2,957 shares; 2026Q2: 3,036 shares 3,036 $445K 0.08% +79 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,257 shares; 2025Q2: 8,081 shares; 2025Q3: 7,036 shares; 2025Q4: 8,903 shares; 2026Q1: 8,602 shares; 2026Q2: 8,066 shares 8,066 $439K 0.08% -536 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: 4,480 shares; 2025Q2: 3,554 shares; 2025Q3: 3,322 shares; 2025Q4: 3,186 shares; 2026Q1: 3,387 shares; 2026Q2: 2,985 shares 2,985 $437K 0.08% -402 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,606 shares 2,606 $434K 0.08% new 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: not reported; 2024Q4: 1,332 shares; 2025Q1: not reported; 2025Q2: 1,848 shares; 2025Q3: 3,510 shares; 2025Q4: 4,357 shares; 2026Q1: 4,476 shares; 2026Q2: 3,164 shares 3,164 $428K 0.07% -1,312 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 946 shares; 2025Q1: not reported; 2025Q2: 1,117 shares; 2025Q3: 851 shares; 2025Q4: not reported; 2026Q1: 1,075 shares; 2026Q2: 1,126 shares 1,126 $425K 0.07% +51 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: not reported; 2025Q2: 1,239 shares; 2025Q3: 1,691 shares; 2025Q4: 1,954 shares; 2026Q1: 1,829 shares; 2026Q2: 1,647 shares 1,647 $421K 0.07% -182 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 683 shares; 2025Q2: 689 shares; 2025Q3: 631 shares; 2025Q4: 685 shares; 2026Q1: 658 shares; 2026Q2: 553 shares 553 $418K 0.07% -105 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: not reported; 2024Q4: not reported; 2025Q1: 1,062 shares; 2025Q2: 1,084 shares; 2025Q3: 1,093 shares; 2025Q4: 1,130 shares; 2026Q1: 1,264 shares; 2026Q2: 1,238 shares 1,238 $409K 0.07% -26 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,804 shares; 2025Q3: 3,444 shares; 2025Q4: 3,340 shares; 2026Q1: 3,768 shares; 2026Q2: 3,697 shares 3,697 $408K 0.07% -71 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: not reported; 2024Q4: 2,152 shares; 2025Q1: 2,529 shares; 2025Q2: 2,553 shares; 2025Q3: 2,553 shares; 2025Q4: 2,614 shares; 2026Q1: 2,530 shares; 2026Q2: 2,433 shares 2,433 $394K 0.07% -97 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,841 shares; 2025Q2: 4,690 shares; 2025Q3: 4,650 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,674 shares 7,674 $391K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 632 shares; 2026Q2: 1,177 shares 1,177 $390K 0.07% +545 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: 3,197 shares; 2025Q3: 2,537 shares; 2025Q4: 2,719 shares; 2026Q1: 2,857 shares; 2026Q2: 1,527 shares 1,527 $389K 0.07% -1,330 Timeline PJAN 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: 5,915 shares; 2025Q1: 8,420 shares; 2025Q2: 7,585 shares; 2025Q3: 7,782 shares; 2025Q4: 7,782 shares; 2026Q1: 7,782 shares; 2026Q2: 7,782 shares 7,782 $385K 0.07% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,931 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,762 shares; 2025Q4: 6,369 shares; 2026Q1: 4,125 shares; 2026Q2: 4,370 shares 4,370 $377K 0.07% +245 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,082 shares; 2025Q3: 1,946 shares; 2025Q4: 1,851 shares; 2026Q1: 1,935 shares; 2026Q2: 1,442 shares 1,442 $375K 0.07% -493 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,818 shares; 2024Q4: 7,893 shares; 2025Q1: 7,915 shares; 2025Q2: 7,936 shares; 2025Q3: 7,958 shares; 2025Q4: 7,978 shares; 2026Q1: 9,510 shares; 2026Q2: 9,532 shares 9,532 $370K 0.06% +22 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,508 shares; 2026Q2: 2,146 shares 2,146 $363K 0.06% +638 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,498 shares 4,498 $361K 0.06% new Timeline MDB MONGODB INC More: the full row for MONGODB 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: 905 shares; 2026Q2: 1,070 shares 1,070 $359K 0.06% +165 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,966 shares; 2024Q4: 12,018 shares; 2025Q1: 12,678 shares; 2025Q2: 15,481 shares; 2025Q3: 13,856 shares; 2025Q4: 10,929 shares; 2026Q1: 13,015 shares; 2026Q2: 12,103 shares 12,103 $358K 0.06% -912 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,812 shares 7,812 $354K 0.06% new Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,942 shares; 2025Q3: 4,942 shares; 2025Q4: 4,954 shares; 2026Q1: 5,129 shares; 2026Q2: 5,002 shares 5,002 $348K 0.06% -127 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL 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: not reported; 2026Q1: 5,400 shares; 2026Q2: 7,052 shares 7,052 $344K 0.06% +1,652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,297 shares; 2026Q1: 3,397 shares; 2026Q2: 3,173 shares 3,173 $341K 0.06% -224 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,422 shares; 2024Q4: not reported; 2025Q1: 2,397 shares; 2025Q2: 3,976 shares; 2025Q3: 2,649 shares; 2025Q4: 3,066 shares; 2026Q1: 3,810 shares; 2026Q2: 2,664 shares 2,664 $337K 0.06% -1,146 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 514 shares; 2026Q2: 659 shares 659 $336K 0.06% +145 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,043 shares; 2026Q1: 1,920 shares; 2026Q2: 2,000 shares 2,000 $330K 0.06% +80 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,472 shares; 2026Q2: 2,096 shares 2,096 $322K 0.06% +624 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,552 shares; 2025Q1: 2,121 shares; 2025Q2: 2,125 shares; 2025Q3: 2,107 shares; 2025Q4: 1,799 shares; 2026Q1: 1,789 shares; 2026Q2: 1,449 shares 1,449 $320K 0.06% -340 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 634 shares; 2026Q1: 750 shares; 2026Q2: 768 shares 768 $319K 0.06% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,024 shares; 2025Q3: 2,027 shares; 2025Q4: 1,233 shares; 2026Q1: 1,405 shares; 2026Q2: 1,409 shares 1,409 $315K 0.05% +4 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 448 shares; 2026Q2: 379 shares 379 $315K 0.05% -69 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,196 shares 2,196 $312K 0.05% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 4,825 shares; 2025Q1: not reported; 2025Q2: 5,604 shares; 2025Q3: 5,774 shares; 2025Q4: 6,850 shares; 2026Q1: 6,753 shares; 2026Q2: 6,150 shares 6,150 $306K 0.05% -603 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: 10,360 shares; 2026Q2: 9,631 shares 9,631 $305K 0.05% -729 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210 shares; 2025Q3: 1,206 shares; 2025Q4: 1,254 shares; 2026Q1: 1,313 shares; 2026Q2: 1,260 shares 1,260 $305K 0.05% -53 Timeline PDEC 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: 10,316 shares; 2025Q1: 10,475 shares; 2025Q2: 10,475 shares; 2025Q3: 8,935 shares; 2025Q4: 11,458 shares; 2026Q1: 6,392 shares; 2026Q2: 6,617 shares 6,617 $304K 0.05% +225 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,789 shares 1,789 $303K 0.05% new 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: 2,887 shares 2,887 $302K 0.05% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 7,338 shares; 2025Q3: 4,416 shares; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares; 2026Q2: 4,416 shares 4,416 $300K 0.05% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 1,722 shares; 2026Q1: 3,017 shares; 2026Q2: 2,609 shares 2,609 $300K 0.05% -408 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,383 shares; 2025Q3: 2,172 shares; 2025Q4: 2,173 shares; 2026Q1: 2,173 shares; 2026Q2: 2,173 shares 2,173 $299K 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,371 shares 1,371 $299K 0.05% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 858 shares 858 $293K 0.05% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 655 shares; 2025Q3: 655 shares; 2025Q4: 643 shares; 2026Q1: 728 shares; 2026Q2: 638 shares 638 $288K 0.05% -90 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: 1,728 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares; 2026Q2: 1,301 shares 1,301 $285K 0.05% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,940 shares; 2024Q4: 5,879 shares; 2025Q1: 7,381 shares; 2025Q2: not reported; 2025Q3: 9,486 shares; 2025Q4: 8,066 shares; 2026Q1: 5,215 shares; 2026Q2: 6,711 shares 6,711 $284K 0.05% +1,496 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 637 shares; 2025Q2: 636 shares; 2025Q3: 627 shares; 2025Q4: 560 shares; 2026Q1: not reported; 2026Q2: 570 shares 570 $280K 0.05% new Timeline UMAY 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: 7,355 shares; 2024Q4: 7,355 shares; 2025Q1: 7,355 shares; 2025Q2: 7,355 shares; 2025Q3: 7,355 shares; 2025Q4: 7,355 shares; 2026Q1: 7,355 shares; 2026Q2: 7,355 shares 7,355 $280K 0.05% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,553 shares; 2025Q1: 6,233 shares; 2025Q2: 5,038 shares; 2025Q3: 4,595 shares; 2025Q4: 3,761 shares; 2026Q1: not reported; 2026Q2: 2,787 shares 2,787 $279K 0.05% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,847 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares; 2026Q2: 1,289 shares 1,289 $279K 0.05% +89 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,134 shares 1,134 $278K 0.05% new 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: 420 shares 420 $275K 0.05% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,455 shares; 2025Q1: not reported; 2025Q2: 3,802 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,622 shares; 2026Q2: 5,157 shares 5,157 $273K 0.05% -1,465 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,811 shares; 2026Q1: 2,997 shares; 2026Q2: 2,880 shares 2,880 $269K 0.05% -117 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,048 shares 5,048 $266K 0.05% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 945 shares; 2025Q2: 1,226 shares; 2025Q3: 1,307 shares; 2025Q4: 4,457 shares; 2026Q1: not reported; 2026Q2: 3,397 shares 3,397 $264K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 452 shares 452 $263K 0.05% new Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,373 shares; 2024Q4: 6,313 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,323 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,307 shares 6,307 $258K 0.04% new Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,105 shares 2,105 $255K 0.04% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 354 shares 354 $252K 0.04% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,701 shares; 2024Q4: 12,431 shares; 2025Q1: 12,431 shares; 2025Q2: 12,208 shares; 2025Q3: 12,679 shares; 2025Q4: 13,171 shares; 2026Q1: 12,774 shares; 2026Q2: 13,040 shares 13,040 $249K 0.04% +266 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,779 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,774 shares 1,774 $248K 0.04% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,634 shares 3,634 $248K 0.04% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,963 shares; 2025Q4: 4,762 shares; 2026Q1: 4,523 shares; 2026Q2: 4,331 shares 4,331 $247K 0.04% -192 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,254 shares; 2026Q2: 602 shares 602 $245K 0.04% -652 Timeline UJUL 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: 12,148 shares; 2024Q4: 12,075 shares; 2025Q1: 12,075 shares; 2025Q2: 12,075 shares; 2025Q3: 12,075 shares; 2025Q4: 5,991 shares; 2026Q1: 5,991 shares; 2026Q2: 5,991 shares 5,991 $244K 0.04% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP 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: 8,978 shares; 2026Q1: 6,557 shares; 2026Q2: 6,367 shares 6,367 $242K 0.04% -190 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 231 shares 231 $241K 0.04% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,766 shares 1,766 $240K 0.04% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,169 shares; 2026Q2: 8,373 shares 8,373 $236K 0.04% +2,204 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 1,537 shares 1,537 $235K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,893 shares 1,893 $233K 0.04% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 3,718 shares; 2026Q2: 3,496 shares 3,496 $232K 0.04% -222 Timeline ZJUL 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: 15,581 shares; 2024Q4: 15,488 shares; 2025Q1: 15,488 shares; 2025Q2: 15,488 shares; 2025Q3: 15,488 shares; 2025Q4: 7,682 shares; 2026Q1: 7,682 shares; 2026Q2: 7,682 shares 7,682 $230K 0.04% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,665 shares 1,665 $229K 0.04% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,611 shares; 2024Q4: 60,611 shares; 2025Q1: 60,611 shares; 2025Q2: 60,611 shares; 2025Q3: 50,840 shares; 2025Q4: 50,840 shares; 2026Q1: 47,689 shares; 2026Q2: 45,766 shares 45,766 $228K 0.04% -1,923 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,288 shares 6,288 $219K 0.04% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $215K 0.04% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,630 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,218 shares; 2026Q2: 1,112 shares 1,112 $215K 0.04% -106 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,180 shares; 2026Q1: 1,501 shares; 2026Q2: 1,210 shares 1,210 $215K 0.04% -291 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,417 shares 1,417 $215K 0.04% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 3,828 shares; 2026Q2: 3,047 shares 3,047 $213K 0.04% -781 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 841 shares 841 $210K 0.04% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 631 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 591 shares; 2025Q4: 897 shares; 2026Q1: 690 shares; 2026Q2: 395 shares 395 $209K 0.04% -295 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 605 shares 605 $209K 0.04% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,371 shares; 2026Q1: 7,400 shares; 2026Q2: 6,145 shares 6,145 $209K 0.04% -1,255 Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 1,637 shares 1,637 $208K 0.04% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,482 shares 1,482 $206K 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 1,215 shares 1,215 $204K 0.04% new Timeline DOV DOVER CORP More: the full row for DOVER 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: 1,067 shares; 2026Q1: 1,074 shares; 2026Q2: 899 shares 899 $202K 0.03% -175 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: not reported; 2026Q1: not reported; 2026Q2: 2,248 shares 2,248 $200K 0.03% new Timeline S SENTINELONE INC More: the full row for SENTINELONE 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: 11,731 shares 11,731 $199K 0.03% new Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS 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: 14,214 shares 14,214 $144K 0.02% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,030 shares; 2024Q4: 14,119 shares; 2025Q1: 14,118 shares; 2025Q2: 14,163 shares; 2025Q3: 10,442 shares; 2025Q4: 10,581 shares; 2026Q1: 10,132 shares; 2026Q2: 10,208 shares 10,208 $111K 0.02% +76 Timeline BULL WEBULL CORP More: the full row for WEBULL 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: 10,701 shares; 2026Q2: 14,795 shares 14,795 $96.5K 0.02% +4,094 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,628 shares; 2025Q2: 22,823 shares; 2025Q3: 30,723 shares; 2025Q4: 35,926 shares; 2026Q1: 23,054 shares; 2026Q2: 12,059 shares 12,059 $79.2K 0.01% -10,995 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,653 shares; 2024Q4: 19,087 shares; 2025Q1: 19,106 shares; 2025Q2: 19,159 shares; 2025Q3: 17,235 shares; 2025Q4: 12,974 shares; 2026Q1: 10,772 shares; 2026Q2: 10,115 shares 10,115 $56.7K 0.01% -657 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS 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: 10,108 shares; 2025Q4: not reported; 2026Q1: 10,717 shares; 2026Q2: 10,875 shares 10,875 $45.8K 0.01% +158 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 16,276 shares 16,276 $12.2K <0.01% new Timeline