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: 353,208 shares; 2024Q4: 358,751 shares; 2025Q1: 585 shares; 2025Q2: 323,290 shares; 2025Q3: 310,609 shares; 2025Q4: 289,240 shares; 2026Q1: 290,703 shares; 2026Q2: 283,744 shares 283,744 $195M 15.02% -6,959 Timeline BIV 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: 997,915 shares; 2024Q4: 926,492 shares; 2025Q1: not reported; 2025Q2: 1,061,008 shares; 2025Q3: 1,148,695 shares; 2025Q4: 1,147,691 shares; 2026Q1: 1,240,393 shares; 2026Q2: 1,214,066 shares 1,214,066 $93.1M 7.18% -26,327 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431,025 shares; 2024Q4: 1,409,258 shares; 2025Q1: 635,152 shares; 2025Q2: 917,657 shares; 2025Q3: 827,054 shares; 2025Q4: 960,971 shares; 2026Q1: 993,754 shares; 2026Q2: 1,039,043 shares 1,039,043 $78.7M 6.07% +45,289 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,361 shares; 2024Q4: 3,446 shares; 2025Q1: not reported; 2025Q2: 2,784 shares; 2025Q3: 99,751 shares; 2025Q4: 108,857 shares; 2026Q1: 138,889 shares; 2026Q2: 772,322 shares 772,322 $66.5M 5.13% +633,433 Timeline JGRO 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: 689,345 shares; 2024Q4: 615,404 shares; 2025Q1: 427,150 shares; 2025Q2: 455,183 shares; 2025Q3: 633,781 shares; 2025Q4: 574,951 shares; 2026Q1: 604,032 shares; 2026Q2: 616,315 shares 616,315 $60.8M 4.68% +12,283 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,801 shares; 2024Q4: 237,612 shares; 2025Q1: 125,543 shares; 2025Q2: 190,635 shares; 2025Q3: 190,926 shares; 2025Q4: 185,395 shares; 2026Q1: 188,242 shares; 2026Q2: 189,427 shares 189,427 $57.4M 4.43% +1,185 Timeline SRCE 1ST SOURCE CORP More: the full row for 1ST SOURCE 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: 655,083 shares 655,083 $53.4M 4.12% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007,460 shares; 2024Q4: 747,614 shares; 2025Q1: 764,679 shares; 2025Q2: 782,741 shares; 2025Q3: 791,410 shares; 2025Q4: 650,123 shares; 2026Q1: 658,800 shares; 2026Q2: 669,220 shares 669,220 $51.6M 3.98% +10,420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000,934 shares; 2026Q1: 1,088,939 shares; 2026Q2: 1,134,501 shares 1,134,501 $42.3M 3.26% +45,562 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: 234,768 shares; 2024Q4: 218,969 shares; 2025Q1: not reported; 2025Q2: 119,255 shares; 2025Q3: 117,735 shares; 2025Q4: 119,080 shares; 2026Q1: 119,379 shares; 2026Q2: 471,888 shares 471,888 $38M 2.93% +352,509 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731,005 shares; 2024Q4: 727,264 shares; 2025Q1: 41,970 shares; 2025Q2: 474,220 shares; 2025Q3: 476,705 shares; 2025Q4: 468,513 shares; 2026Q1: 460,453 shares; 2026Q2: 451,981 shares 451,981 $32.2M 2.48% -8,472 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: 2,555 shares; 2024Q4: 45,198 shares; 2025Q1: 597 shares; 2025Q2: 42,947 shares; 2025Q3: 47,618 shares; 2025Q4: 48,495 shares; 2026Q1: 43,206 shares; 2026Q2: 43,379 shares 43,379 $31.9M 2.46% +173 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: 484,892 shares; 2024Q4: 492,775 shares; 2025Q1: 64,873 shares; 2025Q2: 517,357 shares; 2025Q3: 523,498 shares; 2025Q4: 525,224 shares; 2026Q1: 516,363 shares; 2026Q2: 468,313 shares 468,313 $23.7M 1.83% -48,050 Timeline JFLX 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: 105,498 shares; 2025Q4: 431,799 shares; 2026Q1: 450,071 shares; 2026Q2: 457,456 shares 457,456 $23.1M 1.78% +7,385 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251,780 shares; 2026Q1: 262,819 shares; 2026Q2: 268,870 shares 268,870 $17.9M 1.38% +6,051 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: 77,292 shares; 2024Q4: 74,857 shares; 2025Q1: 59,501 shares; 2025Q2: 71,199 shares; 2025Q3: 71,735 shares; 2025Q4: 68,055 shares; 2026Q1: 56,094 shares; 2026Q2: 56,242 shares 56,242 $16.3M 1.25% +148 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: 404,150 shares; 2024Q4: 398,929 shares; 2025Q1: not reported; 2025Q2: 211,265 shares; 2025Q3: 205,506 shares; 2025Q4: 198,235 shares; 2026Q1: 199,302 shares; 2026Q2: 197,956 shares 197,956 $11.8M 0.91% -1,346 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: 41,620 shares; 2024Q4: 41,921 shares; 2025Q1: 35,301 shares; 2025Q2: 38,118 shares; 2025Q3: 37,309 shares; 2025Q4: 36,622 shares; 2026Q1: 30,235 shares; 2026Q2: 30,664 shares 30,664 $11.4M 0.88% +429 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,056 shares; 2024Q4: 312,165 shares; 2025Q1: not reported; 2025Q2: 479,917 shares; 2025Q3: 401,749 shares; 2025Q4: 393,103 shares; 2026Q1: 381,429 shares; 2026Q2: 358,274 shares 358,274 $11.1M 0.86% -23,155 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: 36,628 shares; 2024Q4: 36,603 shares; 2025Q1: 36,342 shares; 2025Q2: 37,250 shares; 2025Q3: 37,325 shares; 2025Q4: 37,295 shares; 2026Q1: 32,923 shares; 2026Q2: 30,269 shares 30,269 $9.91M 0.76% -2,654 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,884 shares; 2024Q4: 6,508 shares; 2025Q1: 6,389 shares; 2025Q2: 5,810 shares; 2025Q3: 5,421 shares; 2025Q4: 5,224 shares; 2026Q1: 4,101 shares; 2026Q2: 32,032 shares 32,032 $9.66M 0.74% +27,931 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: 4,054 shares; 2024Q4: 12,256 shares; 2025Q1: 3,396 shares; 2025Q2: 12,568 shares; 2025Q3: 12,658 shares; 2025Q4: 12,488 shares; 2026Q1: 11,987 shares; 2026Q2: 12,548 shares 12,548 $9.37M 0.72% +561 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: 58,268 shares; 2024Q4: 58,384 shares; 2025Q1: 45,532 shares; 2025Q2: 58,268 shares; 2025Q3: 55,960 shares; 2025Q4: 54,813 shares; 2026Q1: 43,322 shares; 2026Q2: 44,594 shares 44,594 $8.92M 0.69% +1,272 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: 36,533 shares; 2024Q4: 34,038 shares; 2025Q1: 32,544 shares; 2025Q2: 28,404 shares; 2025Q3: 26,569 shares; 2025Q4: 26,711 shares; 2026Q1: 21,695 shares; 2026Q2: 18,550 shares 18,550 $8.86M 0.68% -3,145 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: 30,750 shares; 2024Q4: 32,514 shares; 2025Q1: 30,958 shares; 2025Q2: 32,823 shares; 2025Q3: 33,630 shares; 2025Q4: 33,611 shares; 2026Q1: 28,784 shares; 2026Q2: 29,039 shares 29,039 $7.38M 0.57% +255 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: 2,603 shares; 2024Q4: 2,587 shares; 2025Q1: 2,478 shares; 2025Q2: 6,122 shares; 2025Q3: 6,385 shares; 2025Q4: 6,327 shares; 2026Q1: 5,752 shares; 2026Q2: 5,900 shares 5,900 $7.08M 0.55% +148 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: 24,429 shares; 2024Q4: 28,332 shares; 2025Q1: 20,941 shares; 2025Q2: 24,751 shares; 2025Q3: 23,624 shares; 2025Q4: 23,095 shares; 2026Q1: 17,598 shares; 2026Q2: 19,634 shares 19,634 $7.02M 0.54% +2,036 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: 4,240 shares; 2024Q4: 4,180 shares; 2025Q1: 5,580 shares; 2025Q2: 9,603 shares; 2025Q3: 10,182 shares; 2025Q4: 10,410 shares; 2026Q1: 8,857 shares; 2026Q2: 17,793 shares 17,793 $6.72M 0.52% +8,936 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: 9,615 shares; 2024Q4: 16,631 shares; 2025Q1: 8,467 shares; 2025Q2: 15,646 shares; 2025Q3: 15,927 shares; 2025Q4: 17,350 shares; 2026Q1: 17,882 shares; 2026Q2: 18,143 shares 18,143 $6.71M 0.52% +261 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: 2,473 shares; 2024Q4: 9,830 shares; 2025Q1: 641 shares; 2025Q2: 10,203 shares; 2025Q3: 10,583 shares; 2025Q4: 8,836 shares; 2026Q1: 8,345 shares; 2026Q2: 8,858 shares 8,858 $6.63M 0.51% +513 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: 50,792 shares; 2024Q4: 52,410 shares; 2025Q1: 52,111 shares; 2025Q2: 53,364 shares; 2025Q3: 52,207 shares; 2025Q4: 51,685 shares; 2026Q1: 43,927 shares; 2026Q2: 33,113 shares 33,113 $5.84M 0.45% -10,814 Timeline IMCG 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: 42,014 shares; 2025Q1: not reported; 2025Q2: 93,044 shares; 2025Q3: 111,093 shares; 2025Q4: 62,488 shares; 2026Q1: 62,034 shares; 2026Q2: 56,431 shares 56,431 $5.55M 0.43% -5,603 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: 57,713 shares; 2024Q4: 55,615 shares; 2025Q1: 43,920 shares; 2025Q2: 48,460 shares; 2025Q3: 47,604 shares; 2025Q4: 47,434 shares; 2026Q1: 39,666 shares; 2026Q2: 35,791 shares 35,791 $5.42M 0.42% -3,875 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: 11,920 shares; 2024Q4: 10,016 shares; 2025Q1: 9,949 shares; 2025Q2: 10,110 shares; 2025Q3: 9,965 shares; 2025Q4: 9,860 shares; 2026Q1: 8,093 shares; 2026Q2: 7,524 shares 7,524 $5.37M 0.41% -569 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: 43,754 shares; 2024Q4: 41,364 shares; 2025Q1: not reported; 2025Q2: 41,911 shares; 2025Q3: 42,734 shares; 2025Q4: 42,713 shares; 2026Q1: 45,202 shares; 2026Q2: 45,061 shares 45,061 $5.36M 0.41% -141 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: 34,722 shares; 2024Q4: 31,169 shares; 2025Q1: 24,558 shares; 2025Q2: 31,105 shares; 2025Q3: 28,813 shares; 2025Q4: 28,177 shares; 2026Q1: 20,541 shares; 2026Q2: 20,559 shares 20,559 $4.9M 0.38% +18 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: 7,808 shares; 2024Q4: 7,352 shares; 2025Q1: 6,353 shares; 2025Q2: 6,756 shares; 2025Q3: 6,633 shares; 2025Q4: 6,821 shares; 2026Q1: 5,670 shares; 2026Q2: 4,968 shares 4,968 $4.65M 0.36% -702 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: 22,149 shares; 2024Q4: 20,198 shares; 2025Q1: 16,637 shares; 2025Q2: 17,437 shares; 2025Q3: 17,084 shares; 2025Q4: 17,021 shares; 2026Q1: 14,174 shares; 2026Q2: 13,390 shares 13,390 $4.59M 0.35% -784 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: 6,691 shares; 2024Q4: 19,111 shares; 2025Q1: 17,469 shares; 2025Q2: 23,890 shares; 2025Q3: 23,786 shares; 2025Q4: 22,661 shares; 2026Q1: 19,853 shares; 2026Q2: 18,211 shares 18,211 $4.58M 0.35% -1,642 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,059 shares; 2024Q4: 34,468 shares; 2025Q1: 31,351 shares; 2025Q2: 29,907 shares; 2025Q3: 29,626 shares; 2025Q4: 29,120 shares; 2026Q1: 26,761 shares; 2026Q2: 28,615 shares 28,615 $4.35M 0.34% +1,854 Timeline JMEE 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: 75,645 shares; 2025Q3: 72,035 shares; 2025Q4: 60,271 shares; 2026Q1: 57,600 shares; 2026Q2: 53,695 shares 53,695 $4.19M 0.32% -3,905 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: 9,888 shares; 2024Q4: 8,891 shares; 2025Q1: 8,718 shares; 2025Q2: 8,808 shares; 2025Q3: 8,631 shares; 2025Q4: 8,509 shares; 2026Q1: 7,068 shares; 2026Q2: 6,372 shares 6,372 $4.04M 0.31% -696 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: 11,157 shares; 2024Q4: 12,285 shares; 2025Q1: 9,864 shares; 2025Q2: 10,170 shares; 2025Q3: 10,377 shares; 2025Q4: 10,338 shares; 2026Q1: 8,563 shares; 2026Q2: 7,645 shares 7,645 $3.93M 0.3% -918 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,277 shares; 2024Q4: 30,311 shares; 2025Q1: 29,876 shares; 2025Q2: 30,748 shares; 2025Q3: 30,468 shares; 2025Q4: 30,101 shares; 2026Q1: 24,648 shares; 2026Q2: 22,973 shares 22,973 $3.91M 0.3% -1,675 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: 6,253 shares; 2024Q4: 95,120 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,800 shares; 2025Q4: 52,282 shares; 2026Q1: 49,461 shares; 2026Q2: 45,334 shares 45,334 $3.7M 0.28% -4,127 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: 246,199 shares; 2024Q4: 224,348 shares; 2025Q1: not reported; 2025Q2: 131,310 shares; 2025Q3: 107,456 shares; 2025Q4: 103,560 shares; 2026Q1: 101,805 shares; 2026Q2: 97,991 shares 97,991 $3.63M 0.28% -3,814 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: 87,298 shares; 2025Q1: 16,857 shares; 2025Q2: 60,397 shares; 2025Q3: 62,103 shares; 2025Q4: 63,308 shares; 2026Q1: 61,724 shares; 2026Q2: 61,332 shares 61,332 $3.46M 0.27% -392 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,315 shares; 2024Q4: 44,868 shares; 2025Q1: 43,886 shares; 2025Q2: 46,527 shares; 2025Q3: 45,871 shares; 2025Q4: 47,866 shares; 2026Q1: 42,310 shares; 2026Q2: 38,015 shares 38,015 $3.34M 0.26% -4,295 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 4,346 shares; 2025Q2: 4,317 shares; 2025Q3: 4,231 shares; 2025Q4: 4,202 shares; 2026Q1: 3,642 shares; 2026Q2: 3,311 shares 3,311 $3.24M 0.25% -331 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: 43,338 shares; 2024Q4: 41,779 shares; 2025Q1: 42,802 shares; 2025Q2: 44,808 shares; 2025Q3: 43,970 shares; 2025Q4: 43,470 shares; 2026Q1: 37,462 shares; 2026Q2: 34,292 shares 34,292 $3.16M 0.24% -3,170 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,147 shares; 2025Q1: not reported; 2025Q2: 2,026 shares; 2025Q3: 2,079 shares; 2025Q4: 2,119 shares; 2026Q1: 2,143 shares; 2026Q2: 13,369 shares 13,369 $3.16M 0.24% +11,226 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: 11,672 shares; 2024Q4: 10,728 shares; 2025Q1: 11,224 shares; 2025Q2: 11,161 shares; 2025Q3: 11,054 shares; 2025Q4: 11,135 shares; 2026Q1: 9,566 shares; 2026Q2: 8,820 shares 8,820 $3.11M 0.24% -746 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,769 shares; 2024Q4: 29,952 shares; 2025Q1: 30,162 shares; 2025Q2: 30,867 shares; 2025Q3: 31,162 shares; 2025Q4: 29,105 shares; 2026Q1: 25,741 shares; 2026Q2: 23,278 shares 23,278 $3.02M 0.23% -2,463 Timeline AOM 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: 165,906 shares; 2025Q1: not reported; 2025Q2: 98,085 shares; 2025Q3: 98,698 shares; 2025Q4: 25,565 shares; 2026Q1: 23,589 shares; 2026Q2: 57,302 shares 57,302 $2.86M 0.22% +33,713 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: 29,191 shares; 2024Q4: 31,117 shares; 2025Q1: 25,176 shares; 2025Q2: 26,104 shares; 2025Q3: 26,638 shares; 2025Q4: 26,550 shares; 2026Q1: 22,542 shares; 2026Q2: 20,616 shares 20,616 $2.79M 0.22% -1,926 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: 25,926 shares; 2024Q4: 25,728 shares; 2025Q1: 18,665 shares; 2025Q2: 18,460 shares; 2025Q3: 18,284 shares; 2025Q4: 18,859 shares; 2026Q1: 19,459 shares; 2026Q2: 18,143 shares 18,143 $2.66M 0.21% -1,316 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: 6,930 shares; 2024Q4: 6,881 shares; 2025Q1: 5,022 shares; 2025Q2: 6,368 shares; 2025Q3: 5,755 shares; 2025Q4: 5,662 shares; 2026Q1: 4,685 shares; 2026Q2: 4,698 shares 4,698 $2.65M 0.2% +13 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: 3,805 shares; 2024Q4: 10,766 shares; 2025Q1: not reported; 2025Q2: 11,366 shares; 2025Q3: 10,512 shares; 2025Q4: 21,104 shares; 2026Q1: 19,079 shares; 2026Q2: 19,100 shares 19,100 $2.63M 0.2% +21 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: 8,703 shares; 2024Q4: 8,411 shares; 2025Q1: 3,793 shares; 2025Q2: 7,842 shares; 2025Q3: 6,763 shares; 2025Q4: 6,703 shares; 2026Q1: 6,317 shares; 2026Q2: 7,319 shares 7,319 $2.59M 0.2% +1,002 Timeline JEPQ 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: 475,770 shares; 2024Q4: 446,058 shares; 2025Q1: 11,777 shares; 2025Q2: 42,492 shares; 2025Q3: 42,838 shares; 2025Q4: 42,995 shares; 2026Q1: 42,751 shares; 2026Q2: 41,881 shares 41,881 $2.57M 0.2% -870 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: 23,829 shares; 2024Q4: 23,419 shares; 2025Q1: 15,972 shares; 2025Q2: 16,571 shares; 2025Q3: 16,271 shares; 2025Q4: 16,086 shares; 2026Q1: 13,081 shares; 2026Q2: 8,594 shares 8,594 $2.56M 0.2% -4,487 Timeline IFRA 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: 40,575 shares 40,575 $2.56M 0.2% new Timeline PRN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,279 shares; 2025Q3: 17,660 shares; 2025Q4: 8,909 shares; 2026Q1: 9,035 shares; 2026Q2: 9,408 shares 9,408 $2.45M 0.19% +373 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,599 shares; 2024Q4: 63,275 shares; 2025Q1: 81,807 shares; 2025Q2: 85,821 shares; 2025Q3: 84,817 shares; 2025Q4: 84,986 shares; 2026Q1: 69,228 shares; 2026Q2: 61,998 shares 61,998 $2.45M 0.19% -7,230 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: 3,891 shares; 2025Q1: not reported; 2025Q2: 2,624 shares; 2025Q3: 2,720 shares; 2025Q4: 3,102 shares; 2026Q1: 2,406 shares; 2026Q2: 20,313 shares 20,313 $2.43M 0.19% +17,907 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,503 shares; 2024Q4: 12,820 shares; 2025Q1: 9,644 shares; 2025Q2: 9,836 shares; 2025Q3: 9,665 shares; 2025Q4: 9,805 shares; 2026Q1: 8,593 shares; 2026Q2: 7,666 shares 7,666 $2.41M 0.19% -927 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 14,396 shares; 2025Q1: 28,078 shares; 2025Q2: 13,588 shares; 2025Q3: 10,044 shares; 2025Q4: 8,619 shares; 2026Q1: 8,263 shares; 2026Q2: 9,916 shares 9,916 $2.4M 0.19% +1,653 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: 29,304 shares; 2024Q4: 34,970 shares; 2025Q1: 18,422 shares; 2025Q2: 16,722 shares; 2025Q3: 30,319 shares; 2025Q4: 30,507 shares; 2026Q1: 31,506 shares; 2026Q2: 31,632 shares 31,632 $2.32M 0.18% +126 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: 14,077 shares; 2024Q4: 13,885 shares; 2025Q1: 13,976 shares; 2025Q2: 14,074 shares; 2025Q3: 13,778 shares; 2025Q4: 13,640 shares; 2026Q1: 11,488 shares; 2026Q2: 10,270 shares 10,270 $2.3M 0.18% -1,218 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: 30,491 shares; 2024Q4: 30,661 shares; 2025Q1: 30,753 shares; 2025Q2: 31,162 shares; 2025Q3: 30,850 shares; 2025Q4: 31,666 shares; 2026Q1: 28,419 shares; 2026Q2: 25,304 shares 25,304 $2.3M 0.18% -3,115 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: 9,534 shares; 2024Q4: 8,694 shares; 2025Q1: 4,840 shares; 2025Q2: 7,939 shares; 2025Q3: 11,080 shares; 2025Q4: 21,640 shares; 2026Q1: 44,489 shares; 2026Q2: 39,612 shares 39,612 $2.26M 0.17% -4,877 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,407 shares; 2025Q1: 2,665 shares; 2025Q2: 2,691 shares; 2025Q3: 2,629 shares; 2025Q4: 2,759 shares; 2026Q1: 2,552 shares; 2026Q2: 2,303 shares 2,303 $2.21M 0.17% -249 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: 5,416 shares; 2024Q4: 3,852 shares; 2025Q1: 5,570 shares; 2025Q2: 5,663 shares; 2025Q3: 5,533 shares; 2025Q4: 5,497 shares; 2026Q1: 4,632 shares; 2026Q2: 4,117 shares 4,117 $2.06M 0.16% -515 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: 13,769 shares; 2024Q4: 13,435 shares; 2025Q1: 9,663 shares; 2025Q2: 9,765 shares; 2025Q3: 9,571 shares; 2025Q4: 9,485 shares; 2026Q1: 7,934 shares; 2026Q2: 7,092 shares 7,092 $2.05M 0.16% -842 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,815 shares; 2024Q4: 18,245 shares; 2025Q1: 17,238 shares; 2025Q2: 17,127 shares; 2025Q3: 16,999 shares; 2025Q4: 16,705 shares; 2026Q1: 13,899 shares; 2026Q2: 12,439 shares 12,439 $2.03M 0.16% -1,460 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: 6,456 shares; 2024Q4: 10,340 shares; 2025Q1: not reported; 2025Q2: 9,747 shares; 2025Q3: 33,910 shares; 2025Q4: 8,879 shares; 2026Q1: 9,093 shares; 2026Q2: 9,207 shares 9,207 $2.01M 0.15% +114 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,798 shares; 2024Q4: 15,833 shares; 2025Q1: not reported; 2025Q2: 17,226 shares; 2025Q3: 17,319 shares; 2025Q4: 16,405 shares; 2026Q1: 17,801 shares; 2026Q2: 19,065 shares 19,065 $1.98M 0.15% +1,264 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,333 shares; 2024Q4: 13,155 shares; 2025Q1: 8,861 shares; 2025Q2: 12,697 shares; 2025Q3: 12,684 shares; 2025Q4: 13,421 shares; 2026Q1: 13,272 shares; 2026Q2: 13,215 shares 13,215 $1.95M 0.15% -57 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,186 shares; 2024Q4: 21,906 shares; 2025Q1: 16,157 shares; 2025Q2: 16,138 shares; 2025Q3: 15,852 shares; 2025Q4: 15,614 shares; 2026Q1: 12,773 shares; 2026Q2: 11,425 shares 11,425 $1.9M 0.15% -1,348 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,137 shares; 2025Q3: 25,125 shares; 2025Q4: 26,381 shares; 2026Q1: 28,966 shares; 2026Q2: 25,709 shares 25,709 $1.81M 0.14% -3,257 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,727 shares; 2024Q4: 6,866 shares; 2025Q1: 6,951 shares; 2025Q2: 7,090 shares; 2025Q3: 6,989 shares; 2025Q4: 6,954 shares; 2026Q1: 5,802 shares; 2026Q2: 5,207 shares 5,207 $1.79M 0.14% -595 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 23,778 shares; 2025Q1: 18,640 shares; 2025Q2: 20,248 shares; 2025Q3: 11,173 shares; 2025Q4: 3,441 shares; 2026Q1: 3,336 shares; 2026Q2: 13,615 shares 13,615 $1.69M 0.13% +10,279 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,893 shares; 2024Q4: 92,909 shares; 2025Q1: not reported; 2025Q2: 113,291 shares; 2025Q3: 3,886 shares; 2025Q4: 3,887 shares; 2026Q1: 3,637 shares; 2026Q2: 19,143 shares 19,143 $1.68M 0.13% +15,506 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: 1,238 shares; 2024Q4: 1,186 shares; 2025Q1: 1,176 shares; 2025Q2: 1,315 shares; 2025Q3: 1,376 shares; 2025Q4: 1,328 shares; 2026Q1: 815 shares; 2026Q2: 822 shares 822 $1.64M 0.13% +7 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,221 shares; 2025Q1: not reported; 2025Q2: 23,559 shares; 2025Q3: 24,257 shares; 2025Q4: 23,337 shares; 2026Q1: 23,902 shares; 2026Q2: 24,432 shares 24,432 $1.56M 0.12% +530 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,081 shares; 2025Q3: 43,776 shares; 2025Q4: 39,587 shares; 2026Q1: 30,202 shares; 2026Q2: 30,202 shares 30,202 $1.52M 0.12% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,653 shares; 2024Q4: 17,788 shares; 2025Q1: 14,075 shares; 2025Q2: 13,821 shares; 2025Q3: 13,635 shares; 2025Q4: 13,024 shares; 2026Q1: 11,165 shares; 2026Q2: 12,222 shares 12,222 $1.52M 0.12% +1,057 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,237 shares; 2024Q4: 4,022 shares; 2025Q1: not reported; 2025Q2: 3,450 shares; 2025Q3: 3,692 shares; 2025Q4: 3,948 shares; 2026Q1: 3,884 shares; 2026Q2: 4,054 shares 4,054 $1.48M 0.11% +170 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 90,873 shares; 2025Q1: not reported; 2025Q2: 132,969 shares; 2025Q3: 137,062 shares; 2025Q4: 67,923 shares; 2026Q1: 40,425 shares; 2026Q2: 43,460 shares 43,460 $1.47M 0.11% +3,035 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,835 shares; 2024Q4: 8,094 shares; 2025Q1: not reported; 2025Q2: 8,255 shares; 2025Q3: 8,380 shares; 2025Q4: 7,867 shares; 2026Q1: 8,491 shares; 2026Q2: 8,488 shares 8,488 $1.44M 0.11% -3 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,461 shares 6,461 $1.43M 0.11% new 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: 3,066 shares; 2024Q4: 3,047 shares; 2025Q1: 3,015 shares; 2025Q2: 3,095 shares; 2025Q3: 3,170 shares; 2025Q4: 3,170 shares; 2026Q1: 3,043 shares; 2026Q2: 2,830 shares 2,830 $1.42M 0.11% -213 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,461 shares 6,461 $1.42M 0.11% new 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: 9,055 shares; 2024Q4: 30,260 shares; 2025Q1: 9,070 shares; 2025Q2: 31,239 shares; 2025Q3: 32,094 shares; 2025Q4: 15,859 shares; 2026Q1: 16,297 shares; 2026Q2: 17,032 shares 17,032 $1.41M 0.11% +735 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,386 shares; 2024Q4: 10,569 shares; 2025Q1: 10,639 shares; 2025Q2: 10,767 shares; 2025Q3: 10,558 shares; 2025Q4: 10,486 shares; 2026Q1: 9,260 shares; 2026Q2: 9,930 shares 9,930 $1.36M 0.1% +670 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: 11,085 shares; 2024Q4: 11,085 shares; 2025Q1: 12,270 shares; 2025Q2: 11,594 shares; 2025Q3: 11,568 shares; 2025Q4: 11,568 shares; 2026Q1: 11,457 shares; 2026Q2: 11,863 shares 11,863 $1.34M 0.1% +406 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: 2,518 shares; 2024Q4: 2,612 shares; 2025Q1: 3,013 shares; 2025Q2: 3,740 shares; 2025Q3: 3,729 shares; 2025Q4: 3,656 shares; 2026Q1: 3,637 shares; 2026Q2: 3,287 shares 3,287 $1.34M 0.1% -350 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: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: 1,643 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 1,607 shares; 2026Q2: 2,303 shares 2,303 $1.34M 0.1% +696 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,159 shares; 2024Q4: 7,156 shares; 2025Q1: not reported; 2025Q2: 5,590 shares; 2025Q3: 6,305 shares; 2025Q4: 6,367 shares; 2026Q1: 6,499 shares; 2026Q2: 6,569 shares 6,569 $1.3M 0.1% +70 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: 17,038 shares; 2025Q1: 11,809 shares; 2025Q2: 17,671 shares; 2025Q3: 13,525 shares; 2025Q4: 9,990 shares; 2026Q1: 7,444 shares; 2026Q2: 7,566 shares 7,566 $1.29M 0.1% +122 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,836 shares; 2025Q2: 30,092 shares; 2025Q3: 30,031 shares; 2025Q4: 26,775 shares; 2026Q1: 24,601 shares; 2026Q2: 39,420 shares 39,420 $1.25M 0.1% +14,819 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,936 shares; 2024Q4: 11,632 shares; 2025Q1: not reported; 2025Q2: 10,671 shares; 2025Q3: 11,029 shares; 2025Q4: 9,615 shares; 2026Q1: 9,302 shares; 2026Q2: 8,768 shares 8,768 $1.24M 0.1% -534 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 1,228 shares; 2025Q1: 1,242 shares; 2025Q2: 1,343 shares; 2025Q3: 1,383 shares; 2025Q4: 1,368 shares; 2026Q1: 1,102 shares; 2026Q2: 1,095 shares 1,095 $1.24M 0.1% -7 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,285 shares; 2025Q1: not reported; 2025Q2: 8,796 shares; 2025Q3: 8,694 shares; 2025Q4: 8,223 shares; 2026Q1: 7,018 shares; 2026Q2: 8,313 shares 8,313 $1.23M 0.1% +1,295 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: 1,364 shares; 2026Q1: 2,439 shares; 2026Q2: 1,873 shares 1,873 $1.23M 0.09% -566 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: 4,506 shares; 2025Q1: not reported; 2025Q2: 4,183 shares; 2025Q3: 5,815 shares; 2025Q4: 9,369 shares; 2026Q1: 6,080 shares; 2026Q2: 6,260 shares 6,260 $1.19M 0.09% +180 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: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: not reported; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,682 shares; 2026Q2: 1,622 shares 1,622 $1.17M 0.09% -60 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 12,351 shares; 2025Q1: 3,002 shares; 2025Q2: 12,080 shares; 2025Q3: 12,399 shares; 2025Q4: 10,461 shares; 2026Q1: 10,058 shares; 2026Q2: 11,497 shares 11,497 $1.11M 0.09% +1,439 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,570 shares; 2025Q3: 28,570 shares; 2025Q4: 28,570 shares; 2026Q1: 28,570 shares; 2026Q2: 28,570 shares 28,570 $1.1M 0.08% 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: 5,948 shares; 2024Q4: 5,793 shares; 2025Q1: not reported; 2025Q2: 2,724 shares; 2025Q3: 2,580 shares; 2025Q4: 3,886 shares; 2026Q1: 3,040 shares; 2026Q2: 3,278 shares 3,278 $1.1M 0.08% +238 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: 1,036 shares; 2024Q4: 1,016 shares; 2025Q1: 1,693 shares; 2025Q2: 2,674 shares; 2025Q3: 2,759 shares; 2025Q4: 3,093 shares; 2026Q1: 2,470 shares; 2026Q2: 2,590 shares 2,590 $1.09M 0.08% +120 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: 12,583 shares; 2025Q1: not reported; 2025Q2: 10,914 shares; 2025Q3: 10,276 shares; 2025Q4: 10,962 shares; 2026Q1: 10,263 shares; 2026Q2: 11,237 shares 11,237 $1.08M 0.08% +974 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: 30,237 shares; 2026Q1: 30,598 shares; 2026Q2: 30,743 shares 30,743 $1.02M 0.08% +145 Timeline VPU 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: 2,268 shares; 2025Q1: not reported; 2025Q2: 3,773 shares; 2025Q3: 3,832 shares; 2025Q4: 3,774 shares; 2026Q1: 5,091 shares; 2026Q2: 5,155 shares 5,155 $1.01M 0.08% +64 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: 18,951 shares; 2024Q4: 18,147 shares; 2025Q1: 18,147 shares; 2025Q2: 19,802 shares; 2025Q3: 20,910 shares; 2025Q4: 21,611 shares; 2026Q1: 21,480 shares; 2026Q2: 19,657 shares 19,657 $979K 0.08% -1,823 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,506 shares; 2025Q1: not reported; 2025Q2: 2,773 shares; 2025Q3: 2,791 shares; 2025Q4: 2,685 shares; 2026Q1: 2,670 shares; 2026Q2: 2,626 shares 2,626 $961K 0.07% -44 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: 4,240 shares; 2024Q4: 4,170 shares; 2025Q1: 4,766 shares; 2025Q2: 4,586 shares; 2025Q3: 7,921 shares; 2025Q4: 7,654 shares; 2026Q1: 7,344 shares; 2026Q2: 6,744 shares 6,744 $922K 0.07% -600 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,646 shares; 2025Q1: 8,493 shares; 2025Q2: 18,690 shares; 2025Q3: 14,812 shares; 2025Q4: 6,941 shares; 2026Q1: 6,848 shares; 2026Q2: 6,252 shares 6,252 $915K 0.07% -596 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: 11,614 shares; 2024Q4: 15,418 shares; 2025Q1: not reported; 2025Q2: 17,553 shares; 2025Q3: 16,280 shares; 2025Q4: 16,493 shares; 2026Q1: 16,877 shares; 2026Q2: 15,617 shares 15,617 $901K 0.07% -1,260 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: 436 shares; 2024Q4: 431 shares; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 967 shares; 2025Q4: 942 shares; 2026Q1: 812 shares; 2026Q2: 644 shares 644 $890K 0.07% -168 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,283 shares; 2024Q4: 15,963 shares; 2025Q1: not reported; 2025Q2: 14,020 shares; 2025Q3: 14,656 shares; 2025Q4: 15,492 shares; 2026Q1: 14,342 shares; 2026Q2: 15,818 shares 15,818 $885K 0.07% +1,476 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,348 shares; 2025Q1: not reported; 2025Q2: 63,176 shares; 2025Q3: 63,852 shares; 2025Q4: 38,446 shares; 2026Q1: 23,373 shares; 2026Q2: 10,881 shares 10,881 $822K 0.06% -12,492 Timeline IVE 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: 3,404 shares; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 4,303 shares; 2025Q4: 3,382 shares; 2026Q1: 3,511 shares; 2026Q2: 3,593 shares 3,593 $816K 0.06% +82 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares; 2026Q2: 706 shares 706 $815K 0.06% +100 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,307 shares; 2025Q1: not reported; 2025Q2: 1,332 shares; 2025Q3: 1,346 shares; 2025Q4: 1,321 shares; 2026Q1: 1,333 shares; 2026Q2: 1,513 shares 1,513 $790K 0.06% +180 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: not reported; 2026Q1: not reported; 2026Q2: 347 shares 347 $789K 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: 844 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: 820 shares; 2025Q3: 540 shares; 2025Q4: 453 shares; 2026Q1: 486 shares; 2026Q2: 733 shares 733 $781K 0.06% +247 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,868 shares; 2024Q4: 44,031 shares; 2025Q1: not reported; 2025Q2: 43,794 shares; 2025Q3: 43,683 shares; 2025Q4: 47,527 shares; 2026Q1: 47,405 shares; 2026Q2: 46,338 shares 46,338 $765K 0.06% -1,067 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,467 shares; 2024Q4: 4,958 shares; 2025Q1: not reported; 2025Q2: 5,296 shares; 2025Q3: 4,594 shares; 2025Q4: 4,220 shares; 2026Q1: 2,551 shares; 2026Q2: 2,826 shares 2,826 $765K 0.06% +275 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,734 shares; 2026Q1: 1,554 shares; 2026Q2: 3,831 shares 3,831 $745K 0.06% +2,277 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,207 shares; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,818 shares; 2025Q4: 979 shares; 2026Q1: 1,963 shares; 2026Q2: 1,927 shares 1,927 $743K 0.06% -36 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: 1,143 shares; 2025Q2: 866 shares; 2025Q3: 1,705 shares; 2025Q4: 2,065 shares; 2026Q1: 1,930 shares; 2026Q2: 1,980 shares 1,980 $740K 0.06% +50 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: 925 shares; 2026Q1: 905 shares; 2026Q2: 745 shares 745 $719K 0.06% -160 Timeline IWY 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: 9,308 shares; 2025Q1: not reported; 2025Q2: 2,418 shares; 2025Q3: 2,453 shares; 2025Q4: 2,332 shares; 2026Q1: 2,441 shares; 2026Q2: 2,473 shares 2,473 $719K 0.06% +32 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,246 shares; 2025Q1: 760 shares; 2025Q2: 4,147 shares; 2025Q3: 3,380 shares; 2025Q4: 3,084 shares; 2026Q1: 2,157 shares; 2026Q2: 1,947 shares 1,947 $717K 0.06% -210 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,499 shares; 2024Q4: 115,635 shares; 2025Q1: not reported; 2025Q2: 16,568 shares; 2025Q3: 16,656 shares; 2025Q4: 17,160 shares; 2026Q1: 14,537 shares; 2026Q2: 12,169 shares 12,169 $708K 0.05% -2,368 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: 7,669 shares; 2024Q4: 6,776 shares; 2025Q1: 2,394 shares; 2025Q2: 2,176 shares; 2025Q3: 2,371 shares; 2025Q4: 2,371 shares; 2026Q1: 2,289 shares; 2026Q2: 2,066 shares 2,066 $704K 0.05% -223 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: 1,140 shares; 2024Q4: 3,181 shares; 2025Q1: not reported; 2025Q2: 2,648 shares; 2025Q3: 2,794 shares; 2025Q4: 2,900 shares; 2026Q1: 3,081 shares; 2026Q2: 2,850 shares 2,850 $692K 0.05% -231 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: 1,499 shares; 2024Q4: 1,390 shares; 2025Q1: 1,392 shares; 2025Q2: 1,656 shares; 2025Q3: 1,940 shares; 2025Q4: 1,885 shares; 2026Q1: 1,472 shares; 2026Q2: 1,307 shares 1,307 $688K 0.05% -165 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: 27,294 shares; 2025Q1: not reported; 2025Q2: 17,584 shares; 2025Q3: 42,277 shares; 2025Q4: 20,438 shares; 2026Q1: 20,856 shares; 2026Q2: 21,464 shares 21,464 $681K 0.05% +608 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,583 shares; 2025Q1: not reported; 2025Q2: 4,340 shares; 2025Q3: 4,450 shares; 2025Q4: 4,891 shares; 2026Q1: 4,332 shares; 2026Q2: 4,112 shares 4,112 $675K 0.05% -220 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 175 shares; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 138 shares; 2025Q4: 138 shares; 2026Q1: 126 shares; 2026Q2: 3,705 shares 3,705 $660K 0.05% +3,579 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares; 2026Q1: 1,512 shares; 2026Q2: 1,640 shares 1,640 $652K 0.05% +128 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,801 shares; 2025Q1: 4,226 shares; 2025Q2: 11,393 shares; 2025Q3: 10,111 shares; 2025Q4: 4,858 shares; 2026Q1: 4,638 shares; 2026Q2: 3,927 shares 3,927 $646K 0.05% -711 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: 1,208 shares; 2025Q1: 1,340 shares; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,184 shares; 2026Q1: 1,165 shares; 2026Q2: 2,865 shares 2,865 $642K 0.05% +1,700 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: 390 shares; 2025Q3: 395 shares; 2025Q4: 395 shares; 2026Q1: 347 shares; 2026Q2: 322 shares 322 $638K 0.05% -25 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,562 shares; 2025Q3: 18,494 shares; 2025Q4: 18,942 shares; 2026Q1: 21,600 shares; 2026Q2: 21,730 shares 21,730 $637K 0.05% +130 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,758 shares; 2025Q1: not reported; 2025Q2: 6,832 shares; 2025Q3: 7,009 shares; 2025Q4: 6,930 shares; 2026Q1: 6,924 shares; 2026Q2: 6,909 shares 6,909 $637K 0.05% -15 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565 shares; 2024Q4: 528 shares; 2025Q1: not reported; 2025Q2: 488 shares; 2025Q3: 623 shares; 2025Q4: 633 shares; 2026Q1: 623 shares; 2026Q2: 618 shares 618 $625K 0.05% -5 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935,327 shares; 2024Q4: 2,414,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,365 shares; 2025Q4: 26,280 shares; 2026Q1: 20,194 shares; 2026Q2: 20,194 shares 20,194 $594K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,768 shares; 2024Q4: 8,713 shares; 2025Q1: 2,333 shares; 2025Q2: 2,201 shares; 2025Q3: 2,201 shares; 2025Q4: 2,201 shares; 2026Q1: 2,183 shares; 2026Q2: 2,183 shares 2,183 $590K 0.05% 0 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: 3,411 shares; 2024Q4: 4,127 shares; 2025Q1: not reported; 2025Q2: 4,497 shares; 2025Q3: 4,198 shares; 2025Q4: 6,154 shares; 2026Q1: 5,438 shares; 2026Q2: 5,387 shares 5,387 $590K 0.05% -51 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,120 shares; 2025Q1: not reported; 2025Q2: 1,192 shares; 2025Q3: 1,155 shares; 2025Q4: 1,116 shares; 2026Q1: 1,849 shares; 2026Q2: 1,910 shares 1,910 $585K 0.05% +61 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,206 shares; 2024Q4: 2,006 shares; 2025Q1: not reported; 2025Q2: 1,900 shares; 2025Q3: 2,670 shares; 2025Q4: 2,770 shares; 2026Q1: 2,642 shares; 2026Q2: 2,726 shares 2,726 $570K 0.04% +84 Timeline EEM 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: 7,370 shares; 2025Q1: not reported; 2025Q2: 7,123 shares; 2025Q3: 8,031 shares; 2025Q4: 7,424 shares; 2026Q1: 7,738 shares; 2026Q2: 8,153 shares 8,153 $558K 0.04% +415 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,813 shares; 2024Q4: 3,739 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 3,504 shares; 2025Q4: 3,413 shares; 2026Q1: 3,173 shares; 2026Q2: 2,698 shares 2,698 $554K 0.04% -475 Timeline IBDR 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: 21,962 shares; 2025Q4: 22,590 shares; 2026Q1: 22,590 shares; 2026Q2: 22,590 shares 22,590 $547K 0.04% 0 Timeline IBDS 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: 21,953 shares; 2025Q4: 22,553 shares; 2026Q1: 22,553 shares; 2026Q2: 22,553 shares 22,553 $546K 0.04% 0 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: not reported; 2025Q3: 20,985 shares; 2025Q4: 21,548 shares; 2026Q1: 21,548 shares; 2026Q2: 21,548 shares 21,548 $544K 0.04% 0 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: not reported; 2025Q3: 22,865 shares; 2025Q4: 23,448 shares; 2026Q1: 23,448 shares; 2026Q2: 23,448 shares 23,448 $543K 0.04% 0 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: not reported; 2026Q1: not reported; 2026Q2: 850 shares 850 $543K 0.04% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,757 shares; 2025Q1: not reported; 2025Q2: 11,912 shares; 2025Q3: 12,061 shares; 2025Q4: 12,342 shares; 2026Q1: 15,229 shares; 2026Q2: 10,936 shares 10,936 $542K 0.04% -4,293 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,300 shares; 2025Q1: not reported; 2025Q2: 9,366 shares; 2025Q3: 9,360 shares; 2025Q4: 9,358 shares; 2026Q1: 10,231 shares; 2026Q2: 10,116 shares 10,116 $541K 0.04% -115 Timeline EDIV 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: 12,753 shares; 2026Q1: 12,894 shares; 2026Q2: 13,178 shares 13,178 $540K 0.04% +284 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: 832 shares; 2024Q4: 820 shares; 2025Q1: 1,018 shares; 2025Q2: 1,011 shares; 2025Q3: 1,029 shares; 2025Q4: 5,247 shares; 2026Q1: 5,136 shares; 2026Q2: 5,434 shares 5,434 $539K 0.04% +298 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,355 shares; 2024Q4: 6,355 shares; 2025Q1: 6,355 shares; 2025Q2: 6,880 shares; 2025Q3: 6,880 shares; 2025Q4: 6,880 shares; 2026Q1: 6,880 shares; 2026Q2: 6,880 shares 6,880 $526K 0.04% 0 Timeline VHT 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: 2,613 shares; 2025Q1: not reported; 2025Q2: 2,315 shares; 2025Q3: 2,125 shares; 2025Q4: 1,654 shares; 2026Q1: 1,879 shares; 2026Q2: 1,728 shares 1,728 $517K 0.04% -151 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,299 shares; 2024Q4: 2,277 shares; 2025Q1: 1,909 shares; 2025Q2: 1,913 shares; 2025Q3: 1,937 shares; 2025Q4: 1,910 shares; 2026Q1: 1,430 shares; 2026Q2: 1,550 shares 1,550 $517K 0.04% +120 Timeline ACWI 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: 3,770 shares; 2025Q1: not reported; 2025Q2: 3,913 shares; 2025Q3: 4,010 shares; 2025Q4: 4,022 shares; 2026Q1: 3,134 shares; 2026Q2: 3,210 shares 3,210 $504K 0.04% +76 Timeline IUSG 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: 1,975 shares; 2025Q1: not reported; 2025Q2: 2,267 shares; 2025Q3: 2,432 shares; 2025Q4: 2,387 shares; 2026Q1: 2,410 shares; 2026Q2: 2,658 shares 2,658 $500K 0.04% +248 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: 3,035 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,138 shares; 2026Q1: 3,975 shares; 2026Q2: 3,865 shares 3,865 $497K 0.04% -110 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: 2,140 shares; 2025Q1: not reported; 2025Q2: 2,192 shares; 2025Q3: 1,956 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,941 shares 1,941 $494K 0.04% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 34,290 shares; 2025Q1: not reported; 2025Q2: 52,858 shares; 2025Q3: 59,318 shares; 2025Q4: 15,868 shares; 2026Q1: 11,507 shares; 2026Q2: 13,998 shares 13,998 $487K 0.04% +2,491 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,970 shares; 2024Q4: 6,689 shares; 2025Q1: not reported; 2025Q2: 5,480 shares; 2025Q3: 4,503 shares; 2025Q4: 3,320 shares; 2026Q1: 3,285 shares; 2026Q2: 2,989 shares 2,989 $484K 0.04% -296 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,392 shares; 2024Q4: 1,392 shares; 2025Q1: 1,392 shares; 2025Q2: 1,392 shares; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,392 shares; 2026Q2: 1,392 shares 1,392 $479K 0.04% 0 Timeline IMCB 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: 12,130 shares; 2025Q4: 10,443 shares; 2026Q1: 4,929 shares; 2026Q2: 4,929 shares 4,929 $476K 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,032 shares; 2025Q1: not reported; 2025Q2: 1,415 shares; 2025Q3: 1,123 shares; 2025Q4: 1,125 shares; 2026Q1: 1,133 shares; 2026Q2: 1,573 shares 1,573 $473K 0.04% +440 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: 4,357 shares; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 3,412 shares; 2025Q4: 3,174 shares; 2026Q1: 3,333 shares; 2026Q2: 3,420 shares 3,420 $470K 0.04% +87 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: 3,872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,320 shares; 2026Q2: 3,210 shares 3,210 $470K 0.04% -110 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: not reported; 2024Q4: 5,143 shares; 2025Q1: not reported; 2025Q2: 8,083 shares; 2025Q3: 8,286 shares; 2025Q4: 7,395 shares; 2026Q1: 6,053 shares; 2026Q2: 6,121 shares 6,121 $469K 0.04% +68 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,127 shares; 2025Q1: not reported; 2025Q2: 3,362 shares; 2025Q3: 3,488 shares; 2025Q4: 1,390 shares; 2026Q1: 1,402 shares; 2026Q2: 1,172 shares 1,172 $462K 0.04% -230 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: 13,116 shares; 2024Q4: 13,224 shares; 2025Q1: 14,168 shares; 2025Q2: 14,853 shares; 2025Q3: 15,630 shares; 2025Q4: 15,391 shares; 2026Q1: 12,159 shares; 2026Q2: 13,532 shares 13,532 $460K 0.04% +1,373 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,789 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,973 shares; 2026Q1: 7,545 shares; 2026Q2: 5,834 shares 5,834 $454K 0.04% -1,711 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: 1,730 shares; 2024Q4: 2,720 shares; 2025Q1: not reported; 2025Q2: 2,470 shares; 2025Q3: 3,055 shares; 2025Q4: 3,130 shares; 2026Q1: 3,080 shares; 2026Q2: 2,440 shares 2,440 $451K 0.03% -640 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,724 shares; 2024Q4: 3,644 shares; 2025Q1: 3,224 shares; 2025Q2: 3,652 shares; 2025Q3: 3,929 shares; 2025Q4: 3,952 shares; 2026Q1: 3,824 shares; 2026Q2: 3,814 shares 3,814 $447K 0.03% -10 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: 338 shares; 2026Q2: 378 shares 378 $444K 0.03% +40 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,129 shares; 2025Q1: not reported; 2025Q2: 21,261 shares; 2025Q3: 30,115 shares; 2025Q4: 15,374 shares; 2026Q1: 15,675 shares; 2026Q2: 16,011 shares 16,011 $443K 0.03% +336 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 1,043 shares; 2025Q4: 770 shares; 2026Q1: 871 shares; 2026Q2: 1,392 shares 1,392 $442K 0.03% +521 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,420 shares; 2025Q3: 2,270 shares; 2025Q4: 2,570 shares; 2026Q1: 3,189 shares; 2026Q2: 3,129 shares 3,129 $432K 0.03% -60 Timeline IUSV 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: 5,647 shares; 2025Q1: not reported; 2025Q2: 3,598 shares; 2025Q3: 4,767 shares; 2025Q4: 4,166 shares; 2026Q1: 3,441 shares; 2026Q2: 3,894 shares 3,894 $429K 0.03% +453 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: 1,320 shares; 2024Q4: 1,242 shares; 2025Q1: not reported; 2025Q2: 1,182 shares; 2025Q3: 2,374 shares; 2025Q4: 1,731 shares; 2026Q1: 1,721 shares; 2026Q2: 1,721 shares 1,721 $424K 0.03% 0 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: 104,848 shares; 2024Q4: 107,245 shares; 2025Q1: not reported; 2025Q2: 6,934 shares; 2025Q3: 5,998 shares; 2025Q4: 5,463 shares; 2026Q1: 5,296 shares; 2026Q2: 5,036 shares 5,036 $416K 0.03% -260 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: 2,233 shares; 2024Q4: 2,032 shares; 2025Q1: not reported; 2025Q2: 1,717 shares; 2025Q3: 1,375 shares; 2025Q4: 1,024 shares; 2026Q1: 718 shares; 2026Q2: 668 shares 668 $412K 0.03% -50 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,711 shares; 2026Q2: 4,731 shares 4,731 $412K 0.03% +20 Timeline XLU 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: 2,532 shares; 2025Q3: 6,243 shares; 2025Q4: 10,118 shares; 2026Q1: 9,231 shares; 2026Q2: 9,054 shares 9,054 $410K 0.03% -177 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,429 shares; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 3,296 shares; 2025Q4: 3,337 shares; 2026Q1: 3,382 shares; 2026Q2: 3,448 shares 3,448 $405K 0.03% +66 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares 838 $405K 0.03% 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: 695 shares; 2025Q4: 792 shares; 2026Q1: not reported; 2026Q2: 1,205 shares 1,205 $405K 0.03% new Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,143 shares; 2026Q2: 3,150 shares 3,150 $403K 0.03% +7 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: 3,298 shares; 2025Q1: not reported; 2025Q2: 4,053 shares; 2025Q3: 5,645 shares; 2025Q4: 5,030 shares; 2026Q1: 4,867 shares; 2026Q2: 4,901 shares 4,901 $402K 0.03% +34 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,661 shares 4,661 $398K 0.03% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: 4,559 shares; 2025Q1: 2,326 shares; 2025Q2: 4,384 shares; 2025Q3: 4,301 shares; 2025Q4: 2,421 shares; 2026Q1: 1,851 shares; 2026Q2: 1,811 shares 1,811 $396K 0.03% -40 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,147 shares; 2024Q4: 7,253 shares; 2025Q1: not reported; 2025Q2: 6,631 shares; 2025Q3: 5,400 shares; 2025Q4: 3,816 shares; 2026Q1: 2,238 shares; 2026Q2: 2,004 shares 2,004 $395K 0.03% -234 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: not reported; 2024Q4: 1,779 shares; 2025Q1: not reported; 2025Q2: 1,779 shares; 2025Q3: not reported; 2025Q4: 1,779 shares; 2026Q1: not reported; 2026Q2: 1,750 shares 1,750 $390K 0.03% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,120 shares; 2024Q4: 3,134 shares; 2025Q1: not reported; 2025Q2: 2,324 shares; 2025Q3: 2,276 shares; 2025Q4: 2,761 shares; 2026Q1: 4,329 shares; 2026Q2: 4,069 shares 4,069 $390K 0.03% -260 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: 456 shares; 2024Q4: 231 shares; 2025Q1: not reported; 2025Q2: 1,552 shares; 2025Q3: 1,173 shares; 2025Q4: 7,337 shares; 2026Q1: 4,766 shares; 2026Q2: 5,444 shares 5,444 $389K 0.03% +678 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: 2,772 shares 2,772 $387K 0.03% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,917 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 3,182 shares; 2026Q1: 2,754 shares; 2026Q2: 2,529 shares 2,529 $387K 0.03% -225 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 6,285 shares; 2026Q2: 7,002 shares 7,002 $382K 0.03% +717 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: 6,041 shares; 2025Q1: not reported; 2025Q2: 6,878 shares; 2025Q3: 8,638 shares; 2025Q4: 4,700 shares; 2026Q1: 3,917 shares; 2026Q2: 3,861 shares 3,861 $382K 0.03% -56 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: 5,684 shares; 2024Q4: 6,764 shares; 2025Q1: 5,481 shares; 2025Q2: 6,280 shares; 2025Q3: 8,192 shares; 2025Q4: 5,624 shares; 2026Q1: 3,325 shares; 2026Q2: 3,248 shares 3,248 $382K 0.03% -77 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 2,119 shares; 2025Q4: 1,510 shares; 2026Q1: 379 shares; 2026Q2: 442 shares 442 $379K 0.03% +63 Timeline IGSB 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: 13,657 shares; 2025Q1: not reported; 2025Q2: 13,559 shares; 2025Q3: 14,599 shares; 2025Q4: 7,255 shares; 2026Q1: 7,331 shares; 2026Q2: 7,228 shares 7,228 $379K 0.03% -103 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: 16,684 shares; 2025Q4: 17,291 shares; 2026Q1: 17,291 shares; 2026Q2: 17,291 shares 17,291 $377K 0.03% 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: not reported; 2026Q1: not reported; 2026Q2: 866 shares 866 $375K 0.03% new Timeline ICF 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: 5,992 shares; 2025Q1: not reported; 2025Q2: 6,235 shares; 2025Q3: 6,450 shares; 2025Q4: 6,368 shares; 2026Q1: 6,405 shares; 2026Q2: 5,471 shares 5,471 $370K 0.03% -934 Timeline VGIT 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: 117,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,699 shares; 2025Q4: 8,804 shares; 2026Q1: not reported; 2026Q2: 6,274 shares 6,274 $370K 0.03% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,554 shares; 2024Q4: 6,384 shares; 2025Q1: not reported; 2025Q2: 4,891 shares; 2025Q3: 4,457 shares; 2025Q4: 2,540 shares; 2026Q1: 2,865 shares; 2026Q2: 2,706 shares 2,706 $369K 0.03% -159 Timeline VDE 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: 2,732 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,357 shares; 2026Q2: 2,396 shares 2,396 $360K 0.03% +39 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: not reported; 2024Q4: 4,487 shares; 2025Q1: not reported; 2025Q2: 4,923 shares; 2025Q3: 3,780 shares; 2025Q4: 4,057 shares; 2026Q1: 4,193 shares; 2026Q2: 4,580 shares 4,580 $357K 0.03% +387 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 1,345 shares; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,487 shares; 2025Q4: 1,411 shares; 2026Q1: 1,625 shares; 2026Q2: 1,583 shares 1,583 $356K 0.03% -42 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,488 shares; 2025Q3: 6,577 shares; 2025Q4: 6,401 shares; 2026Q1: 6,148 shares; 2026Q2: 6,067 shares 6,067 $356K 0.03% -81 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,820 shares; 2024Q4: 2,728 shares; 2025Q1: not reported; 2025Q2: 1,109 shares; 2025Q3: 1,033 shares; 2025Q4: 798 shares; 2026Q1: 705 shares; 2026Q2: 685 shares 685 $353K 0.03% -20 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: 1,765 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,844 shares; 2025Q3: 1,809 shares; 2025Q4: 2,105 shares; 2026Q1: 2,065 shares; 2026Q2: 1,950 shares 1,950 $353K 0.03% -115 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,103 shares; 2025Q1: 2,934 shares; 2025Q2: 2,862 shares; 2025Q3: 4,292 shares; 2025Q4: 4,353 shares; 2026Q1: 4,223 shares; 2026Q2: 4,203 shares 4,203 $347K 0.03% -20 Timeline PXH 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: 12,925 shares; 2025Q3: 13,223 shares; 2025Q4: 12,924 shares; 2026Q1: 12,341 shares; 2026Q2: 12,313 shares 12,313 $343K 0.03% -28 Timeline TOTL 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: 9,920 shares; 2025Q1: not reported; 2025Q2: 8,617 shares; 2025Q3: 8,809 shares; 2025Q4: 8,764 shares; 2026Q1: 8,671 shares; 2026Q2: 8,657 shares 8,657 $342K 0.03% -14 Timeline IVOO 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: 4,677 shares; 2025Q1: not reported; 2025Q2: 4,417 shares; 2025Q3: 4,584 shares; 2025Q4: 3,111 shares; 2026Q1: 2,647 shares; 2026Q2: 2,605 shares 2,605 $340K 0.03% -42 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,607 shares; 2025Q4: 2,704 shares; 2026Q1: 3,058 shares; 2026Q2: 3,062 shares 3,062 $334K 0.03% +4 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,732 shares; 2024Q4: 4,295 shares; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 675 shares; 2026Q2: 985 shares 985 $333K 0.03% +310 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,264 shares; 2024Q4: 9,307 shares; 2025Q1: not reported; 2025Q2: 7,594 shares; 2025Q3: 10,731 shares; 2025Q4: 7,750 shares; 2026Q1: 8,514 shares; 2026Q2: 8,974 shares 8,974 $331K 0.03% +460 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 3,415 shares; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: 2,472 shares; 2025Q4: 2,249 shares; 2026Q1: 2,106 shares; 2026Q2: 2,065 shares 2,065 $326K 0.03% -41 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: not reported; 2025Q2: not reported; 2025Q3: 2,221 shares; 2025Q4: 2,351 shares; 2026Q1: 2,251 shares; 2026Q2: 2,331 shares 2,331 $326K 0.03% +80 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,087 shares; 2025Q1: not reported; 2025Q2: 27,507 shares; 2025Q3: 26,981 shares; 2025Q4: 12,289 shares; 2026Q1: 8,397 shares; 2026Q2: 8,897 shares 8,897 $321K 0.02% +500 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,626 shares; 2024Q4: 2,629 shares; 2025Q1: not reported; 2025Q2: 2,708 shares; 2025Q3: 2,966 shares; 2025Q4: 2,941 shares; 2026Q1: 3,138 shares; 2026Q2: 3,591 shares 3,591 $321K 0.02% +453 Timeline SCHE 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: 8,437 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,163 shares; 2025Q4: 7,411 shares; 2026Q1: 8,552 shares; 2026Q2: 8,784 shares 8,784 $318K 0.02% +232 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: 2,693 shares; 2024Q4: 2,639 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,154 shares 1,154 $314K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630 shares; 2024Q4: 610 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $313K 0.02% 0 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: 17,573 shares; 2024Q4: 18,261 shares; 2025Q1: 4,008 shares; 2025Q2: 3,777 shares; 2025Q3: 3,843 shares; 2025Q4: 3,778 shares; 2026Q1: 3,679 shares; 2026Q2: 3,829 shares 3,829 $311K 0.02% +150 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 4,741 shares; 2026Q1: 4,502 shares; 2026Q2: 4,413 shares 4,413 $309K 0.02% -89 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: 562 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 423 shares; 2025Q4: 402 shares; 2026Q1: 367 shares; 2026Q2: 407 shares 407 $308K 0.02% +40 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: 12,617 shares; 2024Q4: 9,153 shares; 2025Q1: 5,549 shares; 2025Q2: 5,595 shares; 2025Q3: 9,698 shares; 2025Q4: 9,804 shares; 2026Q1: 6,055 shares; 2026Q2: 6,066 shares 6,066 $306K 0.02% +11 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 528 shares; 2026Q1: not reported; 2026Q2: 610 shares 610 $302K 0.02% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 1,802 shares 1,802 $298K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,814 shares; 2024Q4: 2,911 shares; 2025Q1: 1,243 shares; 2025Q2: 1,083 shares; 2025Q3: 1,096 shares; 2025Q4: 1,078 shares; 2026Q1: 1,089 shares; 2026Q2: 1,131 shares 1,131 $295K 0.02% +42 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: 1,397 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: not reported; 2026Q1: 1,042 shares; 2026Q2: 1,148 shares 1,148 $294K 0.02% +106 Timeline ETSY ETSY INC More: the full row for ETSY 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: 3,850 shares 3,850 $290K 0.02% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,483 shares; 2025Q3: 2,655 shares; 2025Q4: 2,675 shares; 2026Q1: 2,693 shares; 2026Q2: 2,598 shares 2,598 $287K 0.02% -95 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,781 shares; 2026Q2: 3,636 shares 3,636 $284K 0.02% -145 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 1,525 shares; 2025Q3: 1,730 shares; 2025Q4: 1,320 shares; 2026Q1: 1,193 shares; 2026Q2: 1,193 shares 1,193 $283K 0.02% 0 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: 2,139 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: 1,743 shares; 2025Q4: 1,803 shares; 2026Q1: 1,743 shares; 2026Q2: 1,743 shares 1,743 $282K 0.02% 0 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: 2,934 shares; 2024Q4: 2,680 shares; 2025Q1: 1,725 shares; 2025Q2: 2,546 shares; 2025Q3: 1,676 shares; 2025Q4: not reported; 2026Q1: 1,247 shares; 2026Q2: 1,696 shares 1,696 $281K 0.02% +449 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,797 shares; 2024Q4: 1,725 shares; 2025Q1: not reported; 2025Q2: 1,966 shares; 2025Q3: 1,646 shares; 2025Q4: 1,576 shares; 2026Q1: 1,380 shares; 2026Q2: 1,179 shares 1,179 $281K 0.02% -201 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,643 shares 11,643 $280K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,383 shares; 2025Q4: 8,697 shares; 2026Q1: 6,654 shares; 2026Q2: 6,614 shares 6,614 $280K 0.02% -40 Timeline MBBA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,617 shares 5,617 $280K 0.02% new 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: 861 shares; 2025Q4: 906 shares; 2026Q1: 731 shares; 2026Q2: 771 shares 771 $279K 0.02% +40 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,962 shares; 2025Q3: 2,837 shares; 2025Q4: 2,967 shares; 2026Q1: 2,877 shares; 2026Q2: 2,857 shares 2,857 $275K 0.02% -20 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: not reported; 2025Q2: not reported; 2025Q3: 797 shares; 2025Q4: 878 shares; 2026Q1: 847 shares; 2026Q2: 830 shares 830 $274K 0.02% -17 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,322 shares; 2026Q2: 1,745 shares 1,745 $273K 0.02% +423 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,511 shares 1,511 $272K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 3,140 shares; 2025Q4: 3,497 shares; 2026Q1: 3,271 shares; 2026Q2: 3,169 shares 3,169 $268K 0.02% -102 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,380 shares; 2026Q1: 1,500 shares; 2026Q2: 1,518 shares 1,518 $267K 0.02% +18 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON 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: 2,371 shares; 2026Q2: 1,831 shares 1,831 $265K 0.02% -540 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: not reported; 2025Q4: 2,415 shares; 2026Q1: 2,369 shares; 2026Q2: 1,928 shares 1,928 $262K 0.02% -441 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,982 shares; 2026Q2: 4,927 shares 4,927 $262K 0.02% -55 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,232 shares; 2025Q1: not reported; 2025Q2: 2,257 shares; 2025Q3: 2,324 shares; 2025Q4: 2,344 shares; 2026Q1: 2,315 shares; 2026Q2: 2,385 shares 2,385 $260K 0.02% +70 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: not reported; 2025Q3: not reported; 2025Q4: 1,070 shares; 2026Q1: 1,008 shares; 2026Q2: 1,008 shares 1,008 $258K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,132 shares; 2025Q4: 1,033 shares; 2026Q1: not reported; 2026Q2: 1,016 shares 1,016 $256K 0.02% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,527 shares; 2024Q4: 3,487 shares; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: not reported; 2025Q4: 3,129 shares; 2026Q1: 3,077 shares; 2026Q2: 2,917 shares 2,917 $253K 0.02% -160 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 2,958 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,205 shares 3,205 $253K 0.02% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,364 shares; 2024Q4: 1,257 shares; 2025Q1: not reported; 2025Q2: 909 shares; 2025Q3: 1,416 shares; 2025Q4: 1,191 shares; 2026Q1: 1,141 shares; 2026Q2: 1,141 shares 1,141 $252K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,272 shares; 2025Q3: 16,225 shares; 2025Q4: 17,654 shares; 2026Q1: 16,955 shares; 2026Q2: 18,054 shares 18,054 $251K 0.02% +1,099 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 2,321 shares; 2026Q2: 2,122 shares 2,122 $251K 0.02% -199 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: 48,340 shares; 2024Q4: 43,226 shares; 2025Q1: not reported; 2025Q2: 6,060 shares; 2025Q3: 6,167 shares; 2025Q4: 9,712 shares; 2026Q1: 4,704 shares; 2026Q2: 4,984 shares 4,984 $250K 0.02% +280 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: 27,059 shares; 2024Q4: 2,369 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,906 shares; 2025Q4: 2,526 shares; 2026Q1: 1,913 shares; 2026Q2: 1,978 shares 1,978 $250K 0.02% +65 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,144 shares; 2025Q1: not reported; 2025Q2: 5,918 shares; 2025Q3: 6,028 shares; 2025Q4: 4,844 shares; 2026Q1: 4,606 shares; 2026Q2: 4,624 shares 4,624 $248K 0.02% +18 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,719 shares 4,719 $246K 0.02% new 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: 2,583 shares; 2025Q4: 2,508 shares; 2026Q1: 946 shares; 2026Q2: 504 shares 504 $244K 0.02% -442 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,630 shares; 2024Q4: 6,280 shares; 2025Q1: not reported; 2025Q2: 6,010 shares; 2025Q3: 5,631 shares; 2025Q4: 5,450 shares; 2026Q1: 5,227 shares; 2026Q2: 4,868 shares 4,868 $242K 0.02% -359 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,948 shares; 2025Q1: 34,587 shares; 2025Q2: 2,336 shares; 2025Q3: 2,401 shares; 2025Q4: 2,247 shares; 2026Q1: 2,288 shares; 2026Q2: 2,302 shares 2,302 $239K 0.02% +14 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 945 shares 945 $239K 0.02% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I 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: 627 shares 627 $238K 0.02% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 2,217 shares; 2025Q1: not reported; 2025Q2: 1,624 shares; 2025Q3: 1,390 shares; 2025Q4: 1,328 shares; 2026Q1: not reported; 2026Q2: 1,368 shares 1,368 $238K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,982 shares; 2026Q1: 10,788 shares; 2026Q2: 10,407 shares 10,407 $237K 0.02% -381 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,944 shares 1,944 $237K 0.02% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,527 shares 2,527 $237K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,925 shares; 2024Q4: 2,926 shares; 2025Q1: not reported; 2025Q2: 2,244 shares; 2025Q3: not reported; 2025Q4: 2,653 shares; 2026Q1: 2,595 shares; 2026Q2: 2,433 shares 2,433 $236K 0.02% -162 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,809 shares; 2025Q1: not reported; 2025Q2: 449 shares; 2025Q3: 443 shares; 2025Q4: 518 shares; 2026Q1: 475 shares; 2026Q2: 455 shares 455 $236K 0.02% -20 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: 3,003 shares; 2024Q4: 2,299 shares; 2025Q1: not reported; 2025Q2: 1,336 shares; 2025Q3: not reported; 2025Q4: 1,291 shares; 2026Q1: 1,118 shares; 2026Q2: 865 shares 865 $235K 0.02% -253 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,960 shares; 2025Q1: not reported; 2025Q2: 1,983 shares; 2025Q3: 2,080 shares; 2025Q4: 1,463 shares; 2026Q1: 1,481 shares; 2026Q2: 1,502 shares 1,502 $235K 0.02% +21 Timeline VAW 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: 1,806 shares; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: not reported; 2025Q4: 1,003 shares; 2026Q1: 1,001 shares; 2026Q2: 1,015 shares 1,015 $232K 0.02% +14 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,337 shares 1,337 $232K 0.02% new 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: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: not reported; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,622 shares; 2026Q1: 1,575 shares; 2026Q2: 1,561 shares 1,561 $229K 0.02% -14 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 529 shares 529 $228K 0.02% new Timeline VICR VICOR CORP More: the full row for VICOR 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: 600 shares 600 $228K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,790 shares; 2026Q2: 2,721 shares 2,721 $228K 0.02% -2,069 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: 2,428 shares 2,428 $227K 0.02% new 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: not reported; 2026Q1: 2,641 shares; 2026Q2: 1,740 shares 1,740 $227K 0.02% -901 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG 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: 4,879 shares; 2026Q1: not reported; 2026Q2: 4,502 shares 4,502 $223K 0.02% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 431 shares; 2026Q1: not reported; 2026Q2: 407 shares 407 $221K 0.02% new Timeline PGX 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: 24,193 shares; 2025Q1: not reported; 2025Q2: 20,238 shares; 2025Q3: 22,334 shares; 2025Q4: 22,773 shares; 2026Q1: 21,618 shares; 2026Q2: 20,275 shares 20,275 $220K 0.02% -1,343 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP 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: 611 shares 611 $218K 0.02% new Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I 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: 7,862 shares 7,862 $217K 0.02% new Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,181 shares; 2024Q4: 13,505 shares; 2025Q1: not reported; 2025Q2: 10,750 shares; 2025Q3: 10,134 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,325 shares 8,325 $217K 0.02% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,102 shares; 2024Q4: 18,021 shares; 2025Q1: not reported; 2025Q2: 18,839 shares; 2025Q3: 16,817 shares; 2025Q4: 14,573 shares; 2026Q1: 14,333 shares; 2026Q2: 11,763 shares 11,763 $217K 0.02% -2,570 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,003 shares 3,003 $216K 0.02% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674 shares; 2024Q4: 674 shares; 2025Q1: 674 shares; 2025Q2: not reported; 2025Q3: 674 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,001 shares 1,001 $215K 0.02% new Timeline RXO RXO INC More: the full row for RXO 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: 7,768 shares 7,768 $214K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,539 shares 3,539 $214K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,053 shares 2,053 $212K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,551 shares; 2024Q4: 1,508 shares; 2025Q1: not reported; 2025Q2: 467 shares; 2025Q3: 460 shares; 2025Q4: 413 shares; 2026Q1: not reported; 2026Q2: 462 shares 462 $212K 0.02% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 2,626 shares; 2025Q1: not reported; 2025Q2: 2,018 shares; 2025Q3: 1,800 shares; 2025Q4: 1,731 shares; 2026Q1: 1,456 shares; 2026Q2: 1,319 shares 1,319 $212K 0.02% -137 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 404 shares 404 $211K 0.02% new 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: 18,827 shares; 2024Q4: 7,931 shares; 2025Q1: 1,407 shares; 2025Q2: 8,987 shares; 2025Q3: 2,431 shares; 2025Q4: 1,045 shares; 2026Q1: not reported; 2026Q2: 963 shares 963 $211K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,395 shares; 2025Q4: 10,828 shares; 2026Q1: 10,189 shares; 2026Q2: 10,109 shares 10,109 $209K 0.02% -80 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: 1,133 shares; 2026Q2: 1,103 shares 1,103 $209K 0.02% -30 Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL 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: 1,777 shares 1,777 $209K 0.02% new Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 2,877 shares 2,877 $208K 0.02% new Timeline INSM INSMED INC More: the full row for INSMED 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: 1,553 shares; 2025Q4: 1,514 shares; 2026Q1: 1,710 shares; 2026Q2: 1,933 shares 1,933 $206K 0.02% +223 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,722 shares; 2026Q1: 2,686 shares; 2026Q2: 2,341 shares 2,341 $204K 0.02% -345 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,273 shares; 2024Q4: 2,181 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares; 2026Q1: not reported; 2026Q2: 2,824 shares 2,824 $203K 0.02% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,989 shares; 2025Q3: 4,087 shares; 2025Q4: 4,057 shares; 2026Q1: 3,999 shares; 2026Q2: 3,987 shares 3,987 $202K 0.02% -12 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,543 shares; 2026Q2: 2,512 shares 2,512 $201K 0.02% -1,031 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,015 shares; 2024Q4: 2,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,467 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 751 shares 751 $201K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $200K 0.02% new Timeline DVA DAVITA INC More: the full row for DAVITA 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: 900 shares 900 $200K 0.02% new Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,976 shares; 2024Q4: 34,845 shares; 2025Q1: not reported; 2025Q2: 33,708 shares; 2025Q3: 36,016 shares; 2025Q4: 42,435 shares; 2026Q1: 44,349 shares; 2026Q2: 43,809 shares 43,809 $197K 0.02% -540 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,923 shares; 2024Q4: 13,610 shares; 2025Q1: not reported; 2025Q2: 10,190 shares; 2025Q3: not reported; 2025Q4: 12,099 shares; 2026Q1: 11,869 shares; 2026Q2: 11,169 shares 11,169 $149K 0.01% -700 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,540 shares; 2024Q4: 15,198 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,934 shares; 2026Q1: 10,245 shares; 2026Q2: 14,944 shares 14,944 $148K 0.01% +4,699 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,825 shares; 2026Q2: 24,310 shares 24,310 $142K 0.01% -1,515 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS 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: 12,547 shares; 2026Q2: 17,797 shares 17,797 $128K 0.01% +5,250 Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,280 shares; 2025Q3: 16,415 shares; 2025Q4: 17,042 shares; 2026Q1: 15,967 shares; 2026Q2: 17,118 shares 17,118 $79.4K 0.01% +1,151 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: 21,797 shares; 2025Q1: not reported; 2025Q2: 17,783 shares; 2025Q3: not reported; 2025Q4: 15,037 shares; 2026Q1: not reported; 2026Q2: 10,505 shares 10,505 $68.3K 0.01% new Timeline