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: 16,177 shares; 2025Q4: 265,300 shares; 2026Q1: 454,592 shares; 2026Q2: 554,931 shares 554,931 $70.9M 13.37% +100,339 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,054 shares; 2025Q4: 150,847 shares; 2026Q1: 248,838 shares; 2026Q2: 322,587 shares 322,587 $51M 9.61% +73,749 Timeline IVLU 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: 26,181 shares; 2025Q4: 377,992 shares; 2026Q1: 591,926 shares; 2026Q2: 712,335 shares 712,335 $29.8M 5.62% +120,409 Timeline SPTS 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: 23,404 shares; 2025Q4: 414,953 shares; 2026Q1: 763,553 shares; 2026Q2: 983,283 shares 983,283 $28.5M 5.38% +219,730 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: 5,461 shares; 2025Q3: 34,151 shares; 2025Q4: 148,018 shares; 2026Q1: 224,161 shares; 2026Q2: 266,800 shares 266,800 $25.5M 4.8% +42,639 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,480 shares; 2025Q4: 59,762 shares; 2026Q1: 98,113 shares; 2026Q2: 110,686 shares 110,686 $17M 3.2% +12,573 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,592 shares; 2024Q4: 75,455 shares; 2025Q1: 70,472 shares; 2025Q2: 295,258 shares; 2025Q3: 211,581 shares; 2025Q4: 190,738 shares; 2026Q1: 287,427 shares; 2026Q2: 173,380 shares 173,380 $15.9M 3% -114,047 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,857 shares; 2025Q1: 4,956 shares; 2025Q2: 5,173 shares; 2025Q3: 5,737 shares; 2025Q4: 4,927 shares; 2026Q1: not reported; 2026Q2: 305,074 shares 305,074 $15.4M 2.9% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,748 shares; 2024Q4: 12,092 shares; 2025Q1: 12,374 shares; 2025Q2: 12,883 shares; 2025Q3: 20,990 shares; 2025Q4: 183,044 shares; 2026Q1: 320,075 shares; 2026Q2: 183,469 shares 183,469 $15.2M 2.86% -136,606 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,106 shares; 2024Q4: 65,699 shares; 2025Q1: 71,623 shares; 2025Q2: 107,086 shares; 2025Q3: not reported; 2025Q4: 87,251 shares; 2026Q1: not reported; 2026Q2: 166,580 shares 166,580 $13.2M 2.49% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,961 shares; 2025Q4: 68,249 shares; 2026Q1: 115,672 shares; 2026Q2: 153,535 shares 153,535 $11.5M 2.17% +37,863 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares; 2025Q4: 32,702 shares; 2026Q1: 54,041 shares; 2026Q2: 59,824 shares 59,824 $11.4M 2.15% +5,783 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,407 shares 30,407 $10.4M 1.97% new 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: 12,851 shares; 2024Q4: 22,095 shares; 2025Q1: 28,616 shares; 2025Q2: 36,273 shares; 2025Q3: 61,224 shares; 2025Q4: 53,595 shares; 2026Q1: 45,540 shares; 2026Q2: 39,195 shares 39,195 $7.84M 1.48% -6,345 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: 26,849 shares; 2024Q4: 25,921 shares; 2025Q1: 15,926 shares; 2025Q2: 6,888 shares; 2025Q3: 11,894 shares; 2025Q4: 15,860 shares; 2026Q1: 16,009 shares; 2026Q2: 26,997 shares 26,997 $7.81M 1.47% +10,988 Timeline KMLM KRANESHARES TRUST More: the full row for KRANESHARES 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: 257,219 shares 257,219 $7.08M 1.33% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,364 shares; 2026Q2: 70,147 shares 70,147 $6.76M 1.28% +11,783 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- 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: 104,989 shares; 2026Q1: 169,779 shares; 2026Q2: 215,498 shares 215,498 $6.16M 1.16% +45,719 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: 24,463 shares; 2024Q4: 23,604 shares; 2025Q1: 23,277 shares; 2025Q2: 23,383 shares; 2025Q3: 22,523 shares; 2025Q4: 16,978 shares; 2026Q1: 12,887 shares; 2026Q2: 11,626 shares 11,626 $4.34M 0.82% -1,261 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: 71,963 shares; 2024Q4: 56,938 shares; 2025Q1: 54,966 shares; 2025Q2: not reported; 2025Q3: 43,158 shares; 2025Q4: 32,178 shares; 2026Q1: 21,174 shares; 2026Q2: 17,764 shares 17,764 $4.23M 0.8% -3,410 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: not reported; 2024Q4: 1,879 shares; 2025Q1: 1,869 shares; 2025Q2: 1,869 shares; 2025Q3: 1,869 shares; 2025Q4: 11,179 shares; 2026Q1: 11,232 shares; 2026Q2: 11,232 shares 11,232 $4.16M 0.78% 0 Timeline REMX 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: 3,109 shares; 2025Q4: 23,875 shares; 2026Q1: 33,755 shares; 2026Q2: 41,237 shares 41,237 $3.65M 0.69% +7,482 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 31,373 shares; 2026Q1: 61,112 shares; 2026Q2: 108,601 shares 108,601 $3.62M 0.68% +47,489 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,770 shares; 2024Q4: 49,301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,051 shares; 2025Q4: 46,439 shares; 2026Q1: 71,573 shares; 2026Q2: 57,824 shares 57,824 $3.45M 0.65% -13,749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,656 shares 38,656 $3.4M 0.64% new 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: 34,092 shares; 2024Q4: 33,368 shares; 2025Q1: 23,724 shares; 2025Q2: 23,304 shares; 2025Q3: 18,931 shares; 2025Q4: 13,974 shares; 2026Q1: 11,196 shares; 2026Q2: 9,256 shares 9,256 $3.27M 0.62% -1,940 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: 13,197 shares; 2024Q4: 15,455 shares; 2025Q1: 17,403 shares; 2025Q2: 19,808 shares; 2025Q3: 21,164 shares; 2025Q4: 16,762 shares; 2026Q1: 11,629 shares; 2026Q2: 8,864 shares 8,864 $3.17M 0.6% -2,765 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,221 shares; 2024Q4: 45,501 shares; 2025Q1: 51,115 shares; 2025Q2: 53,952 shares; 2025Q3: 55,120 shares; 2025Q4: 44,329 shares; 2026Q1: 36,170 shares; 2026Q2: 31,763 shares 31,763 $3M 0.57% -4,407 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: 10,078 shares; 2024Q4: 12,042 shares; 2025Q1: 13,540 shares; 2025Q2: 7,561 shares; 2025Q3: 7,465 shares; 2025Q4: 5,777 shares; 2026Q1: 4,381 shares; 2026Q2: 3,797 shares 3,797 $2.84M 0.54% -584 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 51,555 shares; 2026Q1: 109,511 shares; 2026Q2: 233,704 shares 233,704 $2.78M 0.52% +124,193 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,771 shares; 2024Q4: 38,086 shares; 2025Q1: 42,294 shares; 2025Q2: not reported; 2025Q3: 86,345 shares; 2025Q4: 136,466 shares; 2026Q1: 79,845 shares; 2026Q2: 89,557 shares 89,557 $2.63M 0.5% +9,712 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 65,210 shares 65,210 $2.59M 0.49% new 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: 21,590 shares; 2024Q4: 21,942 shares; 2025Q1: 21,652 shares; 2025Q2: 20,811 shares; 2025Q3: 17,965 shares; 2025Q4: 12,644 shares; 2026Q1: 8,889 shares; 2026Q2: 6,706 shares 6,706 $2.3M 0.43% -2,183 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,880 shares; 2024Q4: 122,388 shares; 2025Q1: 122,088 shares; 2025Q2: 122,153 shares; 2025Q3: 122,194 shares; 2025Q4: 122,319 shares; 2026Q1: 122,245 shares; 2026Q2: 122,358 shares 122,358 $2.19M 0.41% +113 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: 1,910 shares; 2024Q4: 4,670 shares; 2025Q1: 6,171 shares; 2025Q2: 8,171 shares; 2025Q3: 10,532 shares; 2025Q4: 9,286 shares; 2026Q1: 7,029 shares; 2026Q2: 5,172 shares 5,172 $2.18M 0.41% -1,857 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: 17,560 shares; 2024Q4: 18,040 shares; 2025Q1: 18,575 shares; 2025Q2: 19,341 shares; 2025Q3: 20,463 shares; 2025Q4: 14,786 shares; 2026Q1: 10,907 shares; 2026Q2: 8,284 shares 8,284 $2.08M 0.39% -2,623 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,419 shares; 2025Q3: 11,486 shares; 2025Q4: 8,031 shares; 2026Q1: 5,914 shares; 2026Q2: 5,301 shares 5,301 $2M 0.38% -613 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: 1,262 shares; 2024Q4: 3,850 shares; 2025Q1: 5,078 shares; 2025Q2: 4,783 shares; 2025Q3: 4,337 shares; 2025Q4: 2,867 shares; 2026Q1: 1,921 shares; 2026Q2: 1,563 shares 1,563 $1.87M 0.35% -358 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,011 shares; 2024Q4: 15,219 shares; 2025Q1: 15,340 shares; 2025Q2: 20,551 shares; 2025Q3: 20,239 shares; 2025Q4: 13,130 shares; 2026Q1: 8,796 shares; 2026Q2: 6,237 shares 6,237 $1.86M 0.35% -2,559 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: 23,115 shares; 2024Q4: 34,916 shares; 2025Q1: 36,109 shares; 2025Q2: 37,776 shares; 2025Q3: 37,380 shares; 2025Q4: 29,909 shares; 2026Q1: 23,036 shares; 2026Q2: 15,373 shares 15,373 $1.83M 0.34% -7,663 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,986 shares; 2025Q4: 16,757 shares; 2026Q1: 12,924 shares; 2026Q2: 11,351 shares 11,351 $1.78M 0.34% -1,573 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: 962 shares; 2024Q4: 2,481 shares; 2025Q1: 3,578 shares; 2025Q2: 4,780 shares; 2025Q3: 6,269 shares; 2025Q4: 5,455 shares; 2026Q1: 4,613 shares; 2026Q2: 3,082 shares 3,082 $1.74M 0.33% -1,531 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: not reported; 2024Q4: 33,949 shares; 2025Q1: 62,070 shares; 2025Q2: 65,272 shares; 2025Q3: 64,907 shares; 2025Q4: 50,574 shares; 2026Q1: 23,165 shares; 2026Q2: 19,954 shares 19,954 $1.71M 0.32% -3,211 Timeline WOOD 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: 25,315 shares 25,315 $1.68M 0.32% new Timeline GNR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,773 shares 24,773 $1.67M 0.31% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,586 shares; 2024Q4: 30,010 shares; 2025Q1: 30,328 shares; 2025Q2: 31,238 shares; 2025Q3: 30,833 shares; 2025Q4: 21,211 shares; 2026Q1: 14,431 shares; 2026Q2: 10,862 shares 10,862 $1.49M 0.28% -3,569 Timeline SPDW 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: 46,609 shares; 2024Q4: 52,660 shares; 2025Q1: 54,820 shares; 2025Q2: 56,714 shares; 2025Q3: 66,077 shares; 2025Q4: 53,117 shares; 2026Q1: 40,411 shares; 2026Q2: 27,846 shares 27,846 $1.4M 0.26% -12,565 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: 71,913 shares; 2024Q4: 74,302 shares; 2025Q1: 83,637 shares; 2025Q2: 85,764 shares; 2025Q3: 85,126 shares; 2025Q4: 58,457 shares; 2026Q1: 41,301 shares; 2026Q2: 33,102 shares 33,102 $1.4M 0.26% -8,199 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: 10,851 shares; 2024Q4: 10,719 shares; 2025Q1: 10,847 shares; 2025Q2: 11,181 shares; 2025Q3: 11,026 shares; 2025Q4: 7,671 shares; 2026Q1: 5,494 shares; 2026Q2: 3,843 shares 3,843 $1.36M 0.26% -1,651 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: 33,172 shares; 2024Q4: 42,647 shares; 2025Q1: 46,357 shares; 2025Q2: 43,281 shares; 2025Q3: 36,209 shares; 2025Q4: 24,580 shares; 2026Q1: 13,303 shares; 2026Q2: 9,158 shares 9,158 $1.34M 0.25% -4,145 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,134 shares; 2024Q4: 10,394 shares; 2025Q1: 10,556 shares; 2025Q2: 10,874 shares; 2025Q3: 10,665 shares; 2025Q4: 7,145 shares; 2026Q1: 4,708 shares; 2026Q2: 3,187 shares 3,187 $1.28M 0.24% -1,521 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,932 shares; 2024Q4: 36,948 shares; 2025Q1: 36,971 shares; 2025Q2: 37,787 shares; 2025Q3: 36,835 shares; 2025Q4: 24,413 shares; 2026Q1: 16,223 shares; 2026Q2: 10,984 shares 10,984 $1.28M 0.24% -5,239 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: 4,254 shares; 2026Q1: 17,623 shares; 2026Q2: 25,278 shares 25,278 $1.27M 0.24% +7,655 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,716 shares 1,716 $1.26M 0.24% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,747 shares; 2024Q4: 8,956 shares; 2025Q1: 9,073 shares; 2025Q2: 9,317 shares; 2025Q3: 9,188 shares; 2025Q4: 6,101 shares; 2026Q1: 3,986 shares; 2026Q2: 3,015 shares 3,015 $1.26M 0.24% -971 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: 2,182 shares; 2024Q4: 2,655 shares; 2025Q1: 2,704 shares; 2025Q2: 2,278 shares; 2025Q3: 2,263 shares; 2025Q4: 2,619 shares; 2026Q1: 2,624 shares; 2026Q2: 2,574 shares 2,574 $1.23M 0.23% -50 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: 12,045 shares; 2024Q4: 12,476 shares; 2025Q1: 12,284 shares; 2025Q2: 12,597 shares; 2025Q3: 13,079 shares; 2025Q4: 9,139 shares; 2026Q1: 6,186 shares; 2026Q2: 4,506 shares 4,506 $1.22M 0.23% -1,680 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,157 shares; 2024Q4: 29,019 shares; 2025Q1: 28,686 shares; 2025Q2: 29,391 shares; 2025Q3: 28,868 shares; 2025Q4: 19,711 shares; 2026Q1: 13,347 shares; 2026Q2: 9,579 shares 9,579 $1.21M 0.23% -3,768 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: 10,036 shares; 2024Q4: 9,224 shares; 2025Q1: 8,418 shares; 2025Q2: 7,700 shares; 2025Q3: 6,414 shares; 2025Q4: 4,178 shares; 2026Q1: 2,833 shares; 2026Q2: 2,347 shares 2,347 $1.21M 0.23% -486 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: 6,766 shares; 2024Q4: 7,686 shares; 2025Q1: 10,151 shares; 2025Q2: 10,489 shares; 2025Q3: 10,783 shares; 2025Q4: 8,261 shares; 2026Q1: 5,338 shares; 2026Q2: 4,729 shares 4,729 $1.2M 0.23% -609 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: 54,311 shares; 2024Q4: 54,456 shares; 2025Q1: 50,128 shares; 2025Q2: 48,821 shares; 2025Q3: 46,539 shares; 2025Q4: 31,303 shares; 2026Q1: 21,274 shares; 2026Q2: 15,173 shares 15,173 $1.19M 0.22% -6,101 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,626 shares; 2024Q4: 22,197 shares; 2025Q1: 22,459 shares; 2025Q2: 18,880 shares; 2025Q3: 18,440 shares; 2025Q4: 12,329 shares; 2026Q1: 8,134 shares; 2026Q2: 5,530 shares 5,530 $1.18M 0.22% -2,604 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: 33,323 shares; 2024Q4: 30,008 shares; 2025Q1: 31,568 shares; 2025Q2: 33,423 shares; 2025Q3: 41,737 shares; 2025Q4: 33,992 shares; 2026Q1: 26,018 shares; 2026Q2: 18,448 shares 18,448 $1.12M 0.21% -7,570 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 4,462 shares; 2025Q1: 4,505 shares; 2025Q2: 4,398 shares; 2025Q3: 4,490 shares; 2025Q4: 3,151 shares; 2026Q1: 1,783 shares; 2026Q2: 1,466 shares 1,466 $1.11M 0.21% -317 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,100 shares; 2024Q4: 18,100 shares; 2025Q1: 18,100 shares; 2025Q2: 45,500 shares; 2025Q3: 58,008 shares; 2025Q4: 58,008 shares; 2026Q1: 58,008 shares; 2026Q2: 58,008 shares 58,008 $1.09M 0.21% 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: 2,677 shares; 2024Q4: 2,549 shares; 2025Q1: 2,922 shares; 2025Q2: 3,174 shares; 2025Q3: 3,412 shares; 2025Q4: 2,966 shares; 2026Q1: 2,715 shares; 2026Q2: 2,960 shares 2,960 $1.09M 0.21% +245 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: 39,494 shares; 2024Q4: 39,912 shares; 2025Q1: 40,599 shares; 2025Q2: 41,916 shares; 2025Q3: 40,943 shares; 2025Q4: 27,057 shares; 2026Q1: 17,889 shares; 2026Q2: 11,878 shares 11,878 $1.03M 0.19% -6,011 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: 14,857 shares; 2024Q4: 14,728 shares; 2025Q1: 14,847 shares; 2025Q2: 15,225 shares; 2025Q3: 14,981 shares; 2025Q4: 10,019 shares; 2026Q1: 6,770 shares; 2026Q2: 4,604 shares 4,604 $1.03M 0.19% -2,166 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: 1,652 shares; 2024Q4: 1,680 shares; 2025Q1: 1,568 shares; 2025Q2: 1,608 shares; 2025Q3: 1,630 shares; 2025Q4: 1,476 shares; 2026Q1: 5,871 shares; 2026Q2: 4,612 shares 4,612 $1.02M 0.19% -1,259 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: 15,146 shares; 2024Q4: 15,427 shares; 2025Q1: 13,983 shares; 2025Q2: 14,376 shares; 2025Q3: 14,281 shares; 2025Q4: 9,556 shares; 2026Q1: 5,295 shares; 2026Q2: 3,575 shares 3,575 $1.01M 0.19% -1,720 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,746 shares; 2024Q4: 9,739 shares; 2025Q1: 9,832 shares; 2025Q2: 11,091 shares; 2025Q3: 10,865 shares; 2025Q4: 7,222 shares; 2026Q1: 4,852 shares; 2026Q2: 3,394 shares 3,394 $995K 0.19% -1,458 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: 13,566 shares; 2024Q4: 14,033 shares; 2025Q1: 14,192 shares; 2025Q2: 15,916 shares; 2025Q3: 16,116 shares; 2025Q4: 11,350 shares; 2026Q1: 8,592 shares; 2026Q2: 5,745 shares 5,745 $974K 0.18% -2,847 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: 5,893 shares; 2024Q4: 6,149 shares; 2025Q1: 4,180 shares; 2025Q2: 4,476 shares; 2025Q3: 4,074 shares; 2025Q4: 25,338 shares; 2026Q1: 19,201 shares; 2026Q2: 13,343 shares 13,343 $953K 0.18% -5,858 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,101 shares; 2024Q4: 26,490 shares; 2025Q1: 26,727 shares; 2025Q2: 27,376 shares; 2025Q3: 26,730 shares; 2025Q4: 17,544 shares; 2026Q1: 11,449 shares; 2026Q2: 8,534 shares 8,534 $950K 0.18% -2,915 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,225 shares; 2024Q4: 38,827 shares; 2025Q1: 43,321 shares; 2025Q2: 45,592 shares; 2025Q3: 46,497 shares; 2025Q4: 35,285 shares; 2026Q1: 10,653 shares; 2026Q2: 9,270 shares 9,270 $947K 0.18% -1,383 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,385 shares; 2024Q4: 21,944 shares; 2025Q1: 22,940 shares; 2025Q2: 23,922 shares; 2025Q3: 23,959 shares; 2025Q4: 16,347 shares; 2026Q1: 10,852 shares; 2026Q2: 5,067 shares 5,067 $936K 0.18% -5,785 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,784 shares; 2024Q4: 4,748 shares; 2025Q1: 7,679 shares; 2025Q2: 7,620 shares; 2025Q3: 7,006 shares; 2025Q4: 4,918 shares; 2026Q1: 8,797 shares; 2026Q2: 16,168 shares 16,168 $935K 0.18% +7,371 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: 3,421 shares; 2024Q4: 3,547 shares; 2025Q1: 3,660 shares; 2025Q2: 3,756 shares; 2025Q3: 3,669 shares; 2025Q4: 2,936 shares; 2026Q1: 2,261 shares; 2026Q2: 1,859 shares 1,859 $930K 0.18% -402 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,445 shares; 2024Q4: 9,391 shares; 2025Q1: 24,816 shares; 2025Q2: 35,118 shares; 2025Q3: 31,325 shares; 2025Q4: 19,708 shares; 2026Q1: 12,386 shares; 2026Q2: 9,013 shares 9,013 $921K 0.17% -3,373 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,912 shares; 2024Q4: 31,005 shares; 2025Q1: 26,553 shares; 2025Q2: 25,221 shares; 2025Q3: 33,448 shares; 2025Q4: 25,278 shares; 2026Q1: 26,446 shares; 2026Q2: 19,167 shares 19,167 $919K 0.17% -7,279 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,549 shares; 2026Q1: 97,881 shares; 2026Q2: 15,867 shares 15,867 $896K 0.17% -82,014 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: 51,824 shares; 2024Q4: 50,867 shares; 2025Q1: 47,243 shares; 2025Q2: 45,041 shares; 2025Q3: 34,754 shares; 2025Q4: 18,966 shares; 2026Q1: 11,265 shares; 2026Q2: 7,566 shares 7,566 $864K 0.16% -3,699 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,414 shares; 2024Q4: 5,613 shares; 2025Q1: 5,919 shares; 2025Q2: 5,948 shares; 2025Q3: 6,287 shares; 2025Q4: 4,532 shares; 2026Q1: 3,405 shares; 2026Q2: 966 shares 966 $811K 0.15% -2,439 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 2,723 shares; 2025Q1: 2,731 shares; 2025Q2: 2,792 shares; 2025Q3: 2,995 shares; 2025Q4: 2,186 shares; 2026Q1: 1,649 shares; 2026Q2: 1,399 shares 1,399 $808K 0.15% -250 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: 1,804 shares; 2024Q4: 4,560 shares; 2025Q1: 6,255 shares; 2025Q2: 8,229 shares; 2025Q3: 10,341 shares; 2025Q4: 8,260 shares; 2026Q1: 5,626 shares; 2026Q2: 3,709 shares 3,709 $803K 0.15% -1,917 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: 1,492 shares; 2026Q2: 1,284 shares 1,284 $792K 0.15% -208 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: 4,450 shares 4,450 $767K 0.14% new 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: 17,242 shares; 2024Q4: 19,901 shares; 2025Q1: 22,126 shares; 2025Q2: 22,990 shares; 2025Q3: 21,831 shares; 2025Q4: 16,530 shares; 2026Q1: 11,556 shares; 2026Q2: 7,939 shares 7,939 $764K 0.14% -3,617 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,970 shares; 2025Q2: 12,181 shares; 2025Q3: 12,935 shares; 2025Q4: 9,204 shares; 2026Q1: 6,870 shares; 2026Q2: 5,630 shares 5,630 $747K 0.14% -1,240 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 9,096 shares 9,096 $743K 0.14% new 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: 10,262 shares; 2026Q2: 9,123 shares 9,123 $732K 0.14% -1,139 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: 6,490 shares; 2026Q2: 5,619 shares 5,619 $701K 0.13% -871 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,901 shares; 2024Q4: 36,668 shares; 2025Q1: 36,915 shares; 2025Q2: 37,742 shares; 2025Q3: 39,152 shares; 2025Q4: 26,116 shares; 2026Q1: 15,292 shares; 2026Q2: 11,165 shares 11,165 $692K 0.13% -4,127 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: 4,105 shares; 2024Q4: 5,438 shares; 2025Q1: 5,784 shares; 2025Q2: 6,016 shares; 2025Q3: 5,957 shares; 2025Q4: 6,020 shares; 2026Q1: 4,118 shares; 2026Q2: 4,718 shares 4,718 $692K 0.13% +600 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 538 shares; 2024Q4: 1,322 shares; 2025Q1: 1,343 shares; 2025Q2: 1,362 shares; 2025Q3: 1,199 shares; 2025Q4: 766 shares; 2026Q1: 504 shares; 2026Q2: 347 shares 347 $690K 0.13% -157 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 30,326 shares; 2026Q2: 26,031 shares 26,031 $688K 0.13% -4,295 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: 1,229 shares; 2026Q2: 1,162 shares 1,162 $675K 0.13% -67 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: 18,529 shares; 2024Q4: 18,780 shares; 2025Q1: 11,596 shares; 2025Q2: 7,360 shares; 2025Q3: not reported; 2025Q4: 5,212 shares; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $664K 0.13% 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: 4,215 shares; 2024Q4: 4,975 shares; 2025Q1: 5,013 shares; 2025Q2: 5,443 shares; 2025Q3: 8,354 shares; 2025Q4: 6,627 shares; 2026Q1: 5,560 shares; 2026Q2: 4,886 shares 4,886 $662K 0.12% -674 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,652 shares; 2024Q4: 19,813 shares; 2025Q1: 19,875 shares; 2025Q2: 20,282 shares; 2025Q3: 19,776 shares; 2025Q4: 12,484 shares; 2026Q1: 7,942 shares; 2026Q2: 4,998 shares 4,998 $658K 0.12% -2,944 Timeline JPST 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: 275,032 shares; 2024Q4: 275,425 shares; 2025Q1: 300,569 shares; 2025Q2: not reported; 2025Q3: 9,866 shares; 2025Q4: 13,048 shares; 2026Q1: 11,145 shares; 2026Q2: 12,566 shares 12,566 $635K 0.12% +1,421 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: 702 shares; 2026Q1: 646 shares; 2026Q2: 548 shares 548 $633K 0.12% -98 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares; 2026Q2: 1,458 shares 1,458 $632K 0.12% -418 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,349 shares; 2024Q4: 8,220 shares; 2025Q1: 8,222 shares; 2025Q2: 8,223 shares; 2025Q3: 7,471 shares; 2025Q4: 7,471 shares; 2026Q1: 7,496 shares; 2026Q2: 7,502 shares 7,502 $627K 0.12% +6 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: 4,396 shares; 2024Q4: 3,490 shares; 2025Q1: 3,641 shares; 2025Q2: 3,643 shares; 2025Q3: 2,861 shares; 2025Q4: 1,479 shares; 2026Q1: 643 shares; 2026Q2: 312 shares 312 $618K 0.12% -331 Timeline SPSM 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: 12,242 shares; 2024Q4: 17,842 shares; 2025Q1: 18,714 shares; 2025Q2: 20,422 shares; 2025Q3: 25,113 shares; 2025Q4: 19,956 shares; 2026Q1: 15,195 shares; 2026Q2: 10,693 shares 10,693 $617K 0.12% -4,502 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,042 shares; 2025Q1: 10,950 shares; 2025Q2: 14,408 shares; 2025Q3: 17,992 shares; 2025Q4: 14,136 shares; 2026Q1: 9,687 shares; 2026Q2: 6,409 shares 6,409 $616K 0.12% -3,278 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,642 shares 1,642 $614K 0.12% new 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: 1,626 shares; 2024Q4: 1,617 shares; 2025Q1: 1,589 shares; 2025Q2: 1,777 shares; 2025Q3: 1,996 shares; 2025Q4: 2,041 shares; 2026Q1: 1,720 shares; 2026Q2: 1,867 shares 1,867 $611K 0.12% +147 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,893 shares; 2024Q4: 20,463 shares; 2025Q1: 20,539 shares; 2025Q2: 19,065 shares; 2025Q3: 18,042 shares; 2025Q4: 12,592 shares; 2026Q1: 9,344 shares; 2026Q2: 7,802 shares 7,802 $611K 0.12% -1,542 Timeline SPMB 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: 45,772 shares; 2024Q4: 49,583 shares; 2025Q1: 50,233 shares; 2025Q2: 52,385 shares; 2025Q3: 56,974 shares; 2025Q4: 48,992 shares; 2026Q1: 37,224 shares; 2026Q2: 27,351 shares 27,351 $610K 0.12% -9,873 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares; 2026Q2: 515 shares 515 $605K 0.11% +231 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,734 shares; 2024Q4: 13,644 shares; 2025Q1: 13,833 shares; 2025Q2: 14,435 shares; 2025Q3: 28,636 shares; 2025Q4: 24,681 shares; 2026Q1: 19,016 shares; 2026Q2: 14,236 shares 14,236 $604K 0.11% -4,780 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,463 shares; 2024Q4: 6,628 shares; 2025Q1: 6,830 shares; 2025Q2: 6,933 shares; 2025Q3: 7,285 shares; 2025Q4: 5,237 shares; 2026Q1: 3,989 shares; 2026Q2: 3,343 shares 3,343 $601K 0.11% -646 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 14,753 shares; 2026Q1: 10,204 shares; 2026Q2: 9,991 shares 9,991 $601K 0.11% -213 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: 6,990 shares; 2024Q4: 6,962 shares; 2025Q1: 6,984 shares; 2025Q2: 6,528 shares; 2025Q3: 4,671 shares; 2025Q4: 3,736 shares; 2026Q1: 3,336 shares; 2026Q2: 3,212 shares 3,212 $581K 0.11% -124 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 935 shares; 2025Q1: 1,573 shares; 2025Q2: 2,145 shares; 2025Q3: 2,898 shares; 2025Q4: 2,344 shares; 2026Q1: 1,710 shares; 2026Q2: 1,157 shares 1,157 $575K 0.11% -553 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: 6,113 shares; 2024Q4: 4,521 shares; 2025Q1: 2,637 shares; 2025Q2: 2,888 shares; 2025Q3: 2,440 shares; 2025Q4: 9,069 shares; 2026Q1: 8,188 shares; 2026Q2: 5,786 shares 5,786 $574K 0.11% -2,402 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,129 shares; 2026Q2: 3,498 shares 3,498 $568K 0.11% -631 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,772 shares 1,772 $560K 0.11% new 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: 24,948 shares; 2024Q4: 26,443 shares; 2025Q1: 26,492 shares; 2025Q2: 27,623 shares; 2025Q3: 27,745 shares; 2025Q4: 19,148 shares; 2026Q1: 4,408 shares; 2026Q2: 4,342 shares 4,342 $558K 0.11% -66 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,387 shares; 2024Q4: 3,586 shares; 2025Q1: 3,675 shares; 2025Q2: 3,766 shares; 2025Q3: 6,505 shares; 2025Q4: 4,810 shares; 2026Q1: 3,636 shares; 2026Q2: 4,044 shares 4,044 $552K 0.1% +408 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,258 shares; 2024Q4: 3,026 shares; 2025Q1: 3,088 shares; 2025Q2: 3,093 shares; 2025Q3: 3,308 shares; 2025Q4: 3,197 shares; 2026Q1: 2,415 shares; 2026Q2: 2,037 shares 2,037 $540K 0.1% -378 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: 6,600 shares 6,600 $538K 0.1% 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: 2,564 shares; 2024Q4: 2,734 shares; 2025Q1: 2,445 shares; 2025Q2: 2,482 shares; 2025Q3: 2,641 shares; 2025Q4: 1,613 shares; 2026Q1: 1,208 shares; 2026Q2: 1,004 shares 1,004 $532K 0.1% -204 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: 3,963 shares; 2024Q4: 4,052 shares; 2025Q1: 3,806 shares; 2025Q2: 3,893 shares; 2025Q3: 3,889 shares; 2025Q4: 2,978 shares; 2026Q1: 2,585 shares; 2026Q2: 4,181 shares 4,181 $529K 0.1% +1,596 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,345 shares 7,345 $527K 0.1% new 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: 23,807 shares; 2024Q4: 15,990 shares; 2025Q1: 14,459 shares; 2025Q2: 14,932 shares; 2025Q3: 14,451 shares; 2025Q4: 11,158 shares; 2026Q1: 8,546 shares; 2026Q2: 4,470 shares 4,470 $525K 0.1% -4,076 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717 shares; 2026Q2: 717 shares 717 $518K 0.1% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,096 shares; 2025Q4: 4,086 shares; 2026Q1: 4,073 shares; 2026Q2: 4,097 shares 4,097 $517K 0.1% +24 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,669 shares; 2024Q4: 11,309 shares; 2025Q1: 11,558 shares; 2025Q2: 11,783 shares; 2025Q3: 12,614 shares; 2025Q4: 9,340 shares; 2026Q1: 7,125 shares; 2026Q2: 5,932 shares 5,932 $517K 0.1% -1,193 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,115 shares; 2025Q3: 2,531 shares; 2025Q4: 1,676 shares; 2026Q1: 1,148 shares; 2026Q2: 969 shares 969 $510K 0.1% -179 Timeline SPEM 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: 18,414 shares; 2024Q4: 18,744 shares; 2025Q1: 55,825 shares; 2025Q2: 168,969 shares; 2025Q3: 172,409 shares; 2025Q4: 151,199 shares; 2026Q1: 13,915 shares; 2026Q2: 9,736 shares 9,736 $504K 0.1% -4,179 Timeline SPTL 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: 28,895 shares; 2024Q4: 19,933 shares; 2025Q1: 20,446 shares; 2025Q2: 21,393 shares; 2025Q3: 38,580 shares; 2025Q4: 33,226 shares; 2026Q1: 25,310 shares; 2026Q2: 18,826 shares 18,826 $494K 0.09% -6,484 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: 12,289 shares; 2024Q4: 12,435 shares; 2025Q1: 10,358 shares; 2025Q2: 11,099 shares; 2025Q3: 6,986 shares; 2025Q4: 6,264 shares; 2026Q1: 5,930 shares; 2026Q2: 6,017 shares 6,017 $489K 0.09% +87 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 9,563 shares; 2026Q1: 7,831 shares; 2026Q2: 9,784 shares 9,784 $488K 0.09% +1,953 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,985 shares; 2024Q4: 5,245 shares; 2025Q1: 5,037 shares; 2025Q2: 6,183 shares; 2025Q3: 6,269 shares; 2025Q4: 5,137 shares; 2026Q1: 4,560 shares; 2026Q2: 4,683 shares 4,683 $487K 0.09% +123 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,080 shares; 2024Q4: 27,770 shares; 2025Q1: 27,838 shares; 2025Q2: 37,772 shares; 2025Q3: 37,076 shares; 2025Q4: 23,785 shares; 2026Q1: 15,357 shares; 2026Q2: 9,645 shares 9,645 $486K 0.09% -5,712 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,305 shares; 2024Q4: 60,367 shares; 2025Q1: 61,879 shares; 2025Q2: 64,464 shares; 2025Q3: 44,250 shares; 2025Q4: 38,878 shares; 2026Q1: 29,354 shares; 2026Q2: 21,324 shares 21,324 $486K 0.09% -8,030 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI 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: 3,747 shares; 2025Q4: 2,579 shares; 2026Q1: not reported; 2026Q2: 1,767 shares 1,767 $481K 0.09% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,943 shares 1,943 $472K 0.09% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,660 shares 5,660 $455K 0.09% new Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,939 shares 13,939 $452K 0.09% new Timeline IBDU 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: 26,143 shares; 2025Q3: not reported; 2025Q4: 36,309 shares; 2026Q1: not reported; 2026Q2: 19,427 shares 19,427 $450K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: 1,440 shares; 2025Q2: 1,854 shares; 2025Q3: 2,025 shares; 2025Q4: 1,975 shares; 2026Q1: 1,759 shares; 2026Q2: 1,651 shares 1,651 $449K 0.08% -108 Timeline IBDT 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: 23,831 shares; 2025Q3: 40,865 shares; 2025Q4: 33,024 shares; 2026Q1: 22,148 shares; 2026Q2: 17,629 shares 17,629 $445K 0.08% -4,519 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: not reported; 2025Q4: not reported; 2026Q1: 22,205 shares; 2026Q2: 24,813 shares 24,813 $445K 0.08% +2,608 Timeline IBDV 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: 37,795 shares; 2026Q1: 25,465 shares; 2026Q2: 20,280 shares 20,280 $442K 0.08% -5,185 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,951 shares; 2024Q4: 3,154 shares; 2025Q1: 3,208 shares; 2025Q2: 3,276 shares; 2025Q3: 3,518 shares; 2025Q4: 2,550 shares; 2026Q1: 1,950 shares; 2026Q2: 1,663 shares 1,663 $442K 0.08% -287 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,095 shares; 2024Q4: 3,123 shares; 2025Q1: 3,185 shares; 2025Q2: 3,190 shares; 2025Q3: 2,939 shares; 2025Q4: 2,158 shares; 2026Q1: 1,570 shares; 2026Q2: 1,220 shares 1,220 $432K 0.08% -350 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: 3,665 shares; 2025Q4: 3,388 shares; 2026Q1: 3,065 shares; 2026Q2: 2,588 shares 2,588 $425K 0.08% -477 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: 2,804 shares; 2024Q4: 2,761 shares; 2025Q1: 3,518 shares; 2025Q2: 3,740 shares; 2025Q3: 4,411 shares; 2025Q4: 3,629 shares; 2026Q1: 2,754 shares; 2026Q2: 2,563 shares 2,563 $425K 0.08% -191 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,034 shares; 2024Q4: 3,241 shares; 2025Q1: 3,305 shares; 2025Q2: 3,346 shares; 2025Q3: 3,518 shares; 2025Q4: 2,549 shares; 2026Q1: 1,905 shares; 2026Q2: 2,009 shares 2,009 $423K 0.08% +104 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,955 shares 2,955 $422K 0.08% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,757 shares; 2025Q1: 4,685 shares; 2025Q2: 4,760 shares; 2025Q3: 5,073 shares; 2025Q4: 3,649 shares; 2026Q1: 2,723 shares; 2026Q2: 2,771 shares 2,771 $418K 0.08% +48 Timeline SHY 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: 43,347 shares; 2025Q1: 28,909 shares; 2025Q2: 91,923 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,084 shares; 2026Q2: 5,092 shares 5,092 $418K 0.08% +1,008 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: 235 shares; 2025Q2: 294 shares; 2025Q3: 397 shares; 2025Q4: 454 shares; 2026Q1: 519 shares; 2026Q2: 445 shares 445 $416K 0.08% -74 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 1,379 shares 1,379 $415K 0.08% new Timeline VGT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares; 2026Q1: 427 shares; 2026Q2: 3,416 shares 3,416 $408K 0.08% +2,989 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: not reported; 2024Q4: 3,778 shares; 2025Q1: 5,617 shares; 2025Q2: 9,257 shares; 2025Q3: 11,371 shares; 2025Q4: 8,843 shares; 2026Q1: 7,055 shares; 2026Q2: 4,011 shares 4,011 $397K 0.07% -3,044 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: not reported; 2024Q4: 533 shares; 2025Q1: 835 shares; 2025Q2: 1,124 shares; 2025Q3: 1,454 shares; 2025Q4: 2,381 shares; 2026Q1: 1,494 shares; 2026Q2: 992 shares 992 $394K 0.07% -502 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: 2,853 shares; 2025Q3: 3,127 shares; 2025Q4: 2,748 shares; 2026Q1: 2,555 shares; 2026Q2: 2,229 shares 2,229 $393K 0.07% -326 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,385 shares; 2024Q4: 5,044 shares; 2025Q1: 4,651 shares; 2025Q2: 4,255 shares; 2025Q3: 3,366 shares; 2025Q4: 1,819 shares; 2026Q1: 981 shares; 2026Q2: 689 shares 689 $386K 0.07% -292 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,606 shares; 2024Q4: 19,973 shares; 2025Q1: 20,449 shares; 2025Q2: 20,875 shares; 2025Q3: 22,193 shares; 2025Q4: 16,142 shares; 2026Q1: 12,156 shares; 2026Q2: 10,294 shares 10,294 $383K 0.07% -1,862 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 2,433 shares 2,433 $382K 0.07% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,181 shares; 2024Q4: 10,972 shares; 2025Q1: 8,969 shares; 2025Q2: 9,960 shares; 2025Q3: 9,752 shares; 2025Q4: 8,100 shares; 2026Q1: 4,832 shares; 2026Q2: 4,531 shares 4,531 $374K 0.07% -301 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: 9,889 shares; 2026Q1: 7,442 shares; 2026Q2: 6,301 shares 6,301 $374K 0.07% -1,141 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,149 shares; 2024Q4: 11,126 shares; 2025Q1: 10,708 shares; 2025Q2: 10,942 shares; 2025Q3: 10,853 shares; 2025Q4: 8,513 shares; 2026Q1: 7,291 shares; 2026Q2: 6,801 shares 6,801 $369K 0.07% -490 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 2,994 shares; 2025Q1: 4,022 shares; 2025Q2: 3,936 shares; 2025Q3: 5,103 shares; 2025Q4: 3,823 shares; 2026Q1: 2,785 shares; 2026Q2: 3,421 shares 3,421 $368K 0.07% +636 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,150 shares; 2025Q3: 5,544 shares; 2025Q4: 4,026 shares; 2026Q1: 3,031 shares; 2026Q2: 2,554 shares 2,554 $363K 0.07% -477 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: 5,311 shares; 2025Q2: 5,528 shares; 2025Q3: 5,536 shares; 2025Q4: 4,576 shares; 2026Q1: 4,110 shares; 2026Q2: 3,913 shares 3,913 $361K 0.07% -197 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: 22,282 shares; 2024Q4: 22,056 shares; 2025Q1: 14,220 shares; 2025Q2: 14,826 shares; 2025Q3: 15,005 shares; 2025Q4: 11,878 shares; 2026Q1: 13,821 shares; 2026Q2: 17,303 shares 17,303 $358K 0.07% +3,482 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,966 shares; 2024Q4: 14,674 shares; 2025Q1: 14,617 shares; 2025Q2: 14,472 shares; 2025Q3: 13,426 shares; 2025Q4: 8,312 shares; 2026Q1: 5,909 shares; 2026Q2: 4,574 shares 4,574 $352K 0.07% -1,335 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,297 shares; 2024Q4: 6,717 shares; 2025Q1: 10,487 shares; 2025Q2: 10,548 shares; 2025Q3: 10,407 shares; 2025Q4: 7,598 shares; 2026Q1: 5,708 shares; 2026Q2: 4,723 shares 4,723 $350K 0.07% -985 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: 1,186 shares; 2024Q4: 1,183 shares; 2025Q1: 1,145 shares; 2025Q2: 1,261 shares; 2025Q3: 1,381 shares; 2025Q4: 1,136 shares; 2026Q1: 946 shares; 2026Q2: 1,020 shares 1,020 $345K 0.07% +74 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: 8,120 shares; 2024Q4: 8,223 shares; 2025Q1: 7,860 shares; 2025Q2: 9,671 shares; 2025Q3: 10,110 shares; 2025Q4: 6,741 shares; 2026Q1: 5,899 shares; 2026Q2: 5,899 shares 5,899 $336K 0.06% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,473 shares; 2024Q4: 9,442 shares; 2025Q1: 9,346 shares; 2025Q2: 10,250 shares; 2025Q3: 11,052 shares; 2025Q4: 9,808 shares; 2026Q1: 9,740 shares; 2026Q2: 13,421 shares 13,421 $329K 0.06% +3,681 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,199 shares; 2024Q4: 4,551 shares; 2025Q1: 4,689 shares; 2025Q2: 4,775 shares; 2025Q3: 5,088 shares; 2025Q4: 3,646 shares; 2026Q1: 2,630 shares; 2026Q2: 2,316 shares 2,316 $328K 0.06% -314 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,588 shares; 2024Q4: 5,530 shares; 2025Q1: 8,187 shares; 2025Q2: 8,481 shares; 2025Q3: 8,752 shares; 2025Q4: 6,327 shares; 2026Q1: 4,881 shares; 2026Q2: 4,211 shares 4,211 $327K 0.06% -670 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,776 shares; 2024Q4: 2,810 shares; 2025Q1: 1,839 shares; 2025Q2: 2,857 shares; 2025Q3: 2,845 shares; 2025Q4: 2,065 shares; 2026Q1: 1,768 shares; 2026Q2: 2,153 shares 2,153 $326K 0.06% +385 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,536 shares; 2025Q1: 2,697 shares; 2025Q2: 3,511 shares; 2025Q3: 4,331 shares; 2025Q4: 3,344 shares; 2026Q1: 2,895 shares; 2026Q2: 2,061 shares 2,061 $323K 0.06% -834 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,097 shares; 2024Q4: 5,122 shares; 2025Q1: 4,847 shares; 2025Q2: 4,954 shares; 2025Q3: 4,950 shares; 2025Q4: 3,825 shares; 2026Q1: 3,212 shares; 2026Q2: 3,070 shares 3,070 $318K 0.06% -142 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: 5,980 shares; 2024Q4: 3,920 shares; 2025Q1: 3,579 shares; 2025Q2: 709 shares; 2025Q3: 703 shares; 2025Q4: 797 shares; 2026Q1: not reported; 2026Q2: 762 shares 762 $317K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 313 shares; 2026Q2: 296 shares 296 $315K 0.06% -17 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: 6,314 shares; 2024Q4: 6,350 shares; 2025Q1: 6,471 shares; 2025Q2: 6,475 shares; 2025Q3: 4,261 shares; 2025Q4: 3,057 shares; 2026Q1: 2,256 shares; 2026Q2: 1,643 shares 1,643 $309K 0.06% -613 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,548 shares; 2024Q4: 1,578 shares; 2025Q1: 1,944 shares; 2025Q2: 2,055 shares; 2025Q3: 2,062 shares; 2025Q4: 1,674 shares; 2026Q1: 1,462 shares; 2026Q2: 1,383 shares 1,383 $309K 0.06% -79 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,031 shares; 2024Q4: 1,293 shares; 2025Q1: 1,280 shares; 2025Q2: 1,339 shares; 2025Q3: 1,446 shares; 2025Q4: 2,867 shares; 2026Q1: 1,245 shares; 2026Q2: 1,387 shares 1,387 $309K 0.06% +142 Timeline TRNO TERRENO RLTY CORP More: the full row for TERRENO RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,415 shares; 2024Q4: 9,097 shares; 2025Q1: 9,297 shares; 2025Q2: 9,486 shares; 2025Q3: 10,041 shares; 2025Q4: 7,278 shares; 2026Q1: 5,449 shares; 2026Q2: 4,583 shares 4,583 $297K 0.06% -866 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 798 shares; 2026Q1: 836 shares; 2026Q2: 813 shares 813 $294K 0.06% -23 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 981 shares; 2024Q4: 2,063 shares; 2025Q1: 2,743 shares; 2025Q2: 3,477 shares; 2025Q3: 4,225 shares; 2025Q4: 3,361 shares; 2026Q1: 2,368 shares; 2026Q2: 1,514 shares 1,514 $294K 0.06% -854 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,839 shares; 2024Q4: 4,149 shares; 2025Q1: 4,244 shares; 2025Q2: 4,268 shares; 2025Q3: 4,443 shares; 2025Q4: 3,215 shares; 2026Q1: 2,335 shares; 2026Q2: 2,033 shares 2,033 $286K 0.05% -302 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,044 shares; 2024Q4: 7,415 shares; 2025Q1: 7,265 shares; 2025Q2: 7,613 shares; 2025Q3: 7,513 shares; 2025Q4: 8,288 shares; 2026Q1: 6,964 shares; 2026Q2: 6,563 shares 6,563 $280K 0.05% -401 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,804 shares; 2025Q1: 2,532 shares; 2025Q2: 3,441 shares; 2025Q3: 4,418 shares; 2025Q4: 3,616 shares; 2026Q1: 2,641 shares; 2026Q2: 1,770 shares 1,770 $277K 0.05% -871 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,910 shares; 2024Q4: 2,992 shares; 2025Q1: 3,072 shares; 2025Q2: 3,217 shares; 2025Q3: 3,227 shares; 2025Q4: 2,465 shares; 2026Q1: 2,123 shares; 2026Q2: 2,024 shares 2,024 $277K 0.05% -99 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 348 shares; 2025Q1: 633 shares; 2025Q2: 947 shares; 2025Q3: 1,221 shares; 2025Q4: 977 shares; 2026Q1: 677 shares; 2026Q2: 442 shares 442 $276K 0.05% -235 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: 5,317 shares; 2025Q1: 4,018 shares; 2025Q2: 3,221 shares; 2025Q3: 3,267 shares; 2025Q4: 2,358 shares; 2026Q1: 1,916 shares; 2026Q2: 1,776 shares 1,776 $276K 0.05% -140 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: 23,421 shares; 2024Q4: 21,535 shares; 2025Q1: 19,543 shares; 2025Q2: 17,577 shares; 2025Q3: 8,870 shares; 2025Q4: 4,842 shares; 2026Q1: 2,584 shares; 2026Q2: 1,913 shares 1,913 $274K 0.05% -671 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,408 shares; 2024Q4: 7,137 shares; 2025Q1: 6,707 shares; 2025Q2: 6,317 shares; 2025Q3: 1,272 shares; 2025Q4: 1,044 shares; 2026Q1: 767 shares; 2026Q2: 540 shares 540 $271K 0.05% -227 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: 7,065 shares; 2024Q4: 7,464 shares; 2025Q1: 7,795 shares; 2025Q2: 11,227 shares; 2025Q3: 11,240 shares; 2025Q4: 8,817 shares; 2026Q1: 7,723 shares; 2026Q2: 5,456 shares 5,456 $265K 0.05% -2,267 Timeline JQUA 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: 12,318 shares; 2024Q4: 7,955 shares; 2025Q1: 8,200 shares; 2025Q2: 8,583 shares; 2025Q3: 7,962 shares; 2025Q4: 6,443 shares; 2026Q1: 4,894 shares; 2026Q2: 3,660 shares 3,660 $265K 0.05% -1,234 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 3,309 shares; 2025Q1: 3,354 shares; 2025Q2: 3,414 shares; 2025Q3: 3,606 shares; 2025Q4: 2,610 shares; 2026Q1: 1,955 shares; 2026Q2: 1,621 shares 1,621 $263K 0.05% -334 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 3,923 shares 3,923 $261K 0.05% 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: 533 shares; 2024Q4: 599 shares; 2025Q1: 601 shares; 2025Q2: 677 shares; 2025Q3: 745 shares; 2025Q4: 628 shares; 2026Q1: 578 shares; 2026Q2: 509 shares 509 $259K 0.05% -69 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: 1,652 shares; 2025Q4: 1,783 shares; 2026Q1: 1,756 shares; 2026Q2: 1,672 shares 1,672 $253K 0.05% -84 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 332 shares; 2025Q4: 332 shares; 2026Q1: 334 shares; 2026Q2: 334 shares 334 $249K 0.05% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,324 shares; 2025Q1: 3,450 shares; 2025Q2: 3,506 shares; 2025Q3: 3,589 shares; 2025Q4: 2,639 shares; 2026Q1: 1,947 shares; 2026Q2: 1,675 shares 1,675 $249K 0.05% -272 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: 9,309 shares; 2024Q4: 8,116 shares; 2025Q1: 8,659 shares; 2025Q2: 8,966 shares; 2025Q3: 9,141 shares; 2025Q4: 6,663 shares; 2026Q1: 4,589 shares; 2026Q2: 4,058 shares 4,058 $245K 0.05% -531 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: 10,248 shares; 2026Q2: 8,326 shares 8,326 $244K 0.05% -1,922 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: 2,448 shares; 2025Q2: 3,234 shares; 2025Q3: 4,071 shares; 2025Q4: 3,174 shares; 2026Q1: 2,181 shares; 2026Q2: 1,485 shares 1,485 $242K 0.05% -696 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: 891 shares; 2024Q4: 840 shares; 2025Q1: 785 shares; 2025Q2: 854 shares; 2025Q3: 740 shares; 2025Q4: 407 shares; 2026Q1: not reported; 2026Q2: 290 shares 290 $241K 0.05% new 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: 12,815 shares; 2024Q4: 12,323 shares; 2025Q1: 7,266 shares; 2025Q2: not reported; 2025Q3: 2,376 shares; 2025Q4: 2,196 shares; 2026Q1: 2,348 shares; 2026Q2: 2,122 shares 2,122 $240K 0.05% -226 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 1,393 shares 1,393 $238K 0.04% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,902 shares; 2024Q4: 12,571 shares; 2025Q1: 15,270 shares; 2025Q2: 16,166 shares; 2025Q3: 19,843 shares; 2025Q4: 15,597 shares; 2026Q1: 11,482 shares; 2026Q2: 9,862 shares 9,862 $237K 0.04% -1,620 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,450 shares 2,450 $234K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 687 shares 687 $234K 0.04% new 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: 35,019 shares; 2024Q4: 31,994 shares; 2025Q1: 29,053 shares; 2025Q2: 26,311 shares; 2025Q3: 18,225 shares; 2025Q4: 8,465 shares; 2026Q1: 3,371 shares; 2026Q2: 2,576 shares 2,576 $234K 0.04% -795 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,439 shares 13,439 $233K 0.04% 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: 352 shares 352 $231K 0.04% new 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: 671 shares; 2025Q3: 882 shares; 2025Q4: 718 shares; 2026Q1: 515 shares; 2026Q2: 354 shares 354 $225K 0.04% -161 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,386 shares 2,386 $223K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,315 shares 1,315 $222K 0.04% new Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH 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: 586 shares 586 $218K 0.04% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,158 shares; 2024Q4: 57,455 shares; 2025Q1: 89,133 shares; 2025Q2: 30,818 shares; 2025Q3: 12,636 shares; 2025Q4: 7,711 shares; 2026Q1: 3,641 shares; 2026Q2: 1,983 shares 1,983 $217K 0.04% -1,658 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE 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: 7,562 shares; 2025Q3: 18,580 shares; 2025Q4: 13,480 shares; 2026Q1: 9,814 shares; 2026Q2: 8,382 shares 8,382 $217K 0.04% -1,432 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: 10,849 shares; 2024Q4: 9,034 shares; 2025Q1: 9,463 shares; 2025Q2: 10,037 shares; 2025Q3: 3,985 shares; 2025Q4: 3,291 shares; 2026Q1: 2,537 shares; 2026Q2: 1,801 shares 1,801 $215K 0.04% -736 Timeline SUI SUN CMNTYS INC More: the full row for SUN 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: 1,750 shares 1,750 $210K 0.04% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,136 shares; 2025Q4: 1,631 shares; 2026Q1: 1,821 shares; 2026Q2: 1,775 shares 1,775 $207K 0.04% -46 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,477 shares 1,477 $206K 0.04% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 708 shares; 2026Q2: 709 shares 709 $206K 0.04% +1 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 585 shares; 2024Q4: 493 shares; 2025Q1: 466 shares; 2025Q2: 486 shares; 2025Q3: 438 shares; 2025Q4: 236 shares; 2026Q1: 187 shares; 2026Q2: 149 shares 149 $206K 0.04% -38 Timeline CWB 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: 46,862 shares; 2024Q4: 38,178 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,110 shares; 2025Q4: 7,390 shares; 2026Q1: 3,437 shares; 2026Q2: 1,886 shares 1,886 $203K 0.04% -1,551 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: 5,802 shares 5,802 $200K 0.04% new Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA 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: 14,287 shares 14,287 $71.7K 0.01% new Timeline