DUHP 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: 2,374,664 shares; 2024Q4: 2,570,342 shares; 2025Q1: 2,406,046 shares; 2025Q2: 2,341,055 shares; 2025Q3: 2,369,559 shares; 2025Q4: 2,462,405 shares; 2026Q1: 2,456,423 shares; 2026Q2: 2,354,573 shares 2,354,573 $98.3M 4.85% -101,850 Timeline DIHP 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: 1,800,894 shares; 2024Q4: 2,007,885 shares; 2025Q1: 2,134,609 shares; 2025Q2: 2,180,301 shares; 2025Q3: 2,250,268 shares; 2025Q4: 2,360,461 shares; 2026Q1: 2,396,727 shares; 2026Q2: 2,262,600 shares 2,262,600 $77.2M 3.81% -134,127 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; 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: 1,810,371 shares; 2026Q1: 1,907,753 shares; 2026Q2: 1,688,355 shares 1,688,355 $64.1M 3.17% -219,398 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH 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: 150,958 shares; 2025Q4: 1,291,423 shares; 2026Q1: 1,453,353 shares; 2026Q2: 1,340,131 shares 1,340,131 $63.3M 3.13% -113,222 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527,219 shares; 2024Q4: 571,278 shares; 2025Q1: 607,040 shares; 2025Q2: 620,357 shares; 2025Q3: 639,828 shares; 2025Q4: 665,254 shares; 2026Q1: 644,725 shares; 2026Q2: 605,741 shares 605,741 $62M 3.06% -38,984 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 578,963 shares; 2026Q1: 631,116 shares; 2026Q2: 571,707 shares 571,707 $43.7M 2.16% -59,409 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,870 shares; 2024Q4: 196,021 shares; 2025Q1: 283,764 shares; 2025Q2: 353,820 shares; 2025Q3: 361,352 shares; 2025Q4: 376,610 shares; 2026Q1: 388,906 shares; 2026Q2: 379,768 shares 379,768 $43.6M 2.16% -9,138 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 328,115 shares; 2024Q4: 362,017 shares; 2025Q1: 500,178 shares; 2025Q2: 640,270 shares; 2025Q3: 668,311 shares; 2025Q4: 704,058 shares; 2026Q1: 717,184 shares; 2026Q2: 670,801 shares 670,801 $41.7M 2.06% -46,383 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395,095 shares; 2026Q1: 433,804 shares; 2026Q2: 421,374 shares 421,374 $38.4M 1.9% -12,430 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297,771 shares; 2024Q4: 391,332 shares; 2025Q1: 430,646 shares; 2025Q2: 533,957 shares; 2025Q3: 537,283 shares; 2025Q4: 1,255,985 shares; 2026Q1: 1,271,865 shares; 2026Q2: 1,048,859 shares 1,048,859 $36.3M 1.79% -223,006 Timeline PYLD 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: not reported; 2025Q1: 352,382 shares; 2025Q2: 851,162 shares; 2025Q3: 1,004,336 shares; 2025Q4: 1,071,903 shares; 2026Q1: 1,183,917 shares; 2026Q2: 1,335,187 shares 1,335,187 $35.4M 1.75% +151,270 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,958 shares; 2025Q4: 16,953 shares; 2026Q1: 19,733 shares; 2026Q2: 676,658 shares 676,658 $34.1M 1.68% +656,925 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: 47,993 shares; 2024Q4: 56,222 shares; 2025Q1: 60,611 shares; 2025Q2: 65,705 shares; 2025Q3: 72,308 shares; 2025Q4: 95,420 shares; 2026Q1: 97,552 shares; 2026Q2: 97,228 shares 97,228 $28.1M 1.39% -324 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,258 shares; 2024Q4: 92,142 shares; 2025Q1: 106,316 shares; 2025Q2: 104,102 shares; 2025Q3: 105,883 shares; 2025Q4: 109,076 shares; 2026Q1: 132,078 shares; 2026Q2: 139,438 shares 139,438 $26.7M 1.32% +7,360 Timeline IDGT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,029 shares; 2024Q4: 133,353 shares; 2025Q1: 156,911 shares; 2025Q2: 156,686 shares; 2025Q3: 163,423 shares; 2025Q4: 171,489 shares; 2026Q1: 210,424 shares; 2026Q2: 218,032 shares 218,032 $26.1M 1.29% +7,608 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 313,231 shares; 2026Q1: 326,607 shares; 2026Q2: 258,205 shares 258,205 $25.5M 1.26% -68,402 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,214 shares; 2024Q4: 207,086 shares; 2025Q1: 296,048 shares; 2025Q2: 385,686 shares; 2025Q3: 414,879 shares; 2025Q4: 447,371 shares; 2026Q1: 463,325 shares; 2026Q2: 485,119 shares 485,119 $23.8M 1.18% +21,794 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: 33,424 shares; 2024Q4: 33,117 shares; 2025Q1: 32,491 shares; 2025Q2: 31,504 shares; 2025Q3: 31,099 shares; 2025Q4: 33,915 shares; 2026Q1: 32,710 shares; 2026Q2: 31,713 shares 31,713 $23.7M 1.17% -997 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810,412 shares; 2026Q1: 906,147 shares; 2026Q2: 836,728 shares 836,728 $23M 1.14% -69,419 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,432 shares; 2024Q4: 66,245 shares; 2025Q1: 160,846 shares; 2025Q2: 311,637 shares; 2025Q3: 359,899 shares; 2025Q4: 387,540 shares; 2026Q1: 410,468 shares; 2026Q2: 427,719 shares 427,719 $22.2M 1.1% +17,251 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 510,889 shares; 2024Q4: 591,174 shares; 2025Q1: 540,483 shares; 2025Q2: 424,224 shares; 2025Q3: 407,183 shares; 2025Q4: 401,282 shares; 2026Q1: 386,498 shares; 2026Q2: 372,604 shares 372,604 $22.1M 1.09% -13,894 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: 23,285 shares; 2024Q4: 26,549 shares; 2025Q1: 26,897 shares; 2025Q2: 47,434 shares; 2025Q3: 52,007 shares; 2025Q4: 89,162 shares; 2026Q1: 101,809 shares; 2026Q2: 110,215 shares 110,215 $22.1M 1.09% +8,406 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644,513 shares; 2026Q1: 719,222 shares; 2026Q2: 819,408 shares 819,408 $21.2M 1.05% +100,186 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969,678 shares; 2026Q1: 952,111 shares; 2026Q2: 769,632 shares 769,632 $20.1M 1% -182,479 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: 16,362 shares; 2024Q4: 18,807 shares; 2025Q1: 24,914 shares; 2025Q2: 31,695 shares; 2025Q3: 35,083 shares; 2025Q4: 36,714 shares; 2026Q1: 55,459 shares; 2026Q2: 53,599 shares 53,599 $20M 0.99% -1,860 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 310,802 shares; 2025Q3: 516,147 shares; 2025Q4: 598,480 shares; 2026Q1: 622,814 shares; 2026Q2: 661,890 shares 661,890 $19.4M 0.96% +39,076 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; 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: 474,940 shares; 2026Q1: 506,093 shares; 2026Q2: 451,652 shares 451,652 $18.6M 0.92% -54,441 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919,978 shares; 2026Q1: 960,231 shares; 2026Q2: 830,361 shares 830,361 $18.5M 0.91% -129,870 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR 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: 178,279 shares; 2025Q4: 198,795 shares; 2026Q1: 215,234 shares; 2026Q2: 223,983 shares 223,983 $18.3M 0.9% +8,749 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 257,529 shares; 2024Q4: 303,214 shares; 2025Q1: 300,753 shares; 2025Q2: 253,861 shares; 2025Q3: 177,814 shares; 2025Q4: 185,616 shares; 2026Q1: 206,867 shares; 2026Q2: 190,724 shares 190,724 $18.1M 0.89% -16,143 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,352 shares; 2026Q1: 91,693 shares; 2026Q2: 68,637 shares 68,637 $16.2M 0.8% -23,056 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: 114,375 shares; 2024Q4: 101,778 shares; 2025Q1: 100,543 shares; 2025Q2: 94,869 shares; 2025Q3: 30,362 shares; 2025Q4: 137,783 shares; 2026Q1: 265,425 shares; 2026Q2: 312,840 shares 312,840 $15.8M 0.78% +47,415 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 310,338 shares; 2026Q1: 316,608 shares; 2026Q2: 257,360 shares 257,360 $15.5M 0.77% -59,248 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: 10,419 shares; 2024Q4: 13,060 shares; 2025Q1: 15,414 shares; 2025Q2: 19,752 shares; 2025Q3: 26,793 shares; 2025Q4: 55,171 shares; 2026Q1: 57,687 shares; 2026Q2: 61,591 shares 61,591 $14.7M 0.73% +3,904 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,877 shares; 2024Q4: 126,446 shares; 2025Q1: 165,111 shares; 2025Q2: 202,390 shares; 2025Q3: 171,979 shares; 2025Q4: 180,445 shares; 2026Q1: 306,331 shares; 2026Q2: 287,867 shares 287,867 $14.6M 0.72% -18,464 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 71,291 shares; 2025Q1: 84,065 shares; 2025Q2: 69,157 shares; 2025Q3: 134,175 shares; 2025Q4: 138,134 shares; 2026Q1: 186,208 shares; 2026Q2: 186,731 shares 186,731 $14.4M 0.71% +523 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: 9,632 shares; 2024Q4: 13,656 shares; 2025Q1: 15,379 shares; 2025Q2: 16,416 shares; 2025Q3: 20,305 shares; 2025Q4: 37,754 shares; 2026Q1: 38,854 shares; 2026Q2: 38,811 shares 38,811 $13.9M 0.69% -43 Timeline TEQI T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; 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: 392,225 shares; 2026Q1: 401,681 shares; 2026Q2: 274,025 shares 274,025 $13.8M 0.68% -127,656 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: 4,286 shares; 2024Q4: 4,729 shares; 2025Q1: 13,488 shares; 2025Q2: 12,670 shares; 2025Q3: 12,168 shares; 2025Q4: 12,779 shares; 2026Q1: 15,130 shares; 2026Q2: 16,306 shares 16,306 $12.2M 0.6% +1,176 Timeline IGF 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: 32,682 shares; 2025Q2: 72,703 shares; 2025Q3: 96,924 shares; 2025Q4: 111,026 shares; 2026Q1: 140,026 shares; 2026Q2: 182,915 shares 182,915 $12.2M 0.6% +42,889 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: 7,597 shares; 2024Q4: 7,572 shares; 2025Q1: 7,841 shares; 2025Q2: 7,972 shares; 2025Q3: 11,158 shares; 2025Q4: 15,030 shares; 2026Q1: 15,670 shares; 2026Q2: 16,261 shares 16,261 $12M 0.59% +591 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: 9,284 shares; 2024Q4: 9,024 shares; 2025Q1: 8,968 shares; 2025Q2: 11,073 shares; 2025Q3: 11,996 shares; 2025Q4: 26,912 shares; 2026Q1: 30,861 shares; 2026Q2: 31,463 shares 31,463 $11.9M 0.59% +602 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,813 shares; 2025Q4: 86,589 shares; 2026Q1: 149,648 shares; 2026Q2: 222,963 shares 222,963 $11.8M 0.58% +73,315 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 2,914 shares; 2025Q4: 7,664 shares; 2026Q1: 9,643 shares; 2026Q2: 10,048 shares 10,048 $11.6M 0.57% +405 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: 6,301 shares; 2024Q4: 16,785 shares; 2025Q1: 16,821 shares; 2025Q2: 9,266 shares; 2025Q3: 9,986 shares; 2025Q4: 10,552 shares; 2026Q1: 50,966 shares; 2026Q2: 371,227 shares 371,227 $10.9M 0.54% +320,261 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: 111,748 shares; 2024Q4: 110,311 shares; 2025Q1: 117,005 shares; 2025Q2: 119,762 shares; 2025Q3: 123,430 shares; 2025Q4: 124,330 shares; 2026Q1: 130,789 shares; 2026Q2: 139,109 shares 139,109 $10.5M 0.52% +8,320 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: 7,744 shares; 2024Q4: 8,893 shares; 2025Q1: 9,483 shares; 2025Q2: 12,611 shares; 2025Q3: 15,141 shares; 2025Q4: 28,724 shares; 2026Q1: 28,932 shares; 2026Q2: 29,643 shares 29,643 $10.5M 0.52% +711 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,355 shares; 2024Q4: 81,877 shares; 2025Q1: 109,053 shares; 2025Q2: 160,799 shares; 2025Q3: 175,890 shares; 2025Q4: 221,618 shares; 2026Q1: 230,753 shares; 2026Q2: 225,713 shares 225,713 $10.3M 0.51% -5,040 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: 3,979 shares; 2024Q4: 5,245 shares; 2025Q1: 5,546 shares; 2025Q2: 5,933 shares; 2025Q3: 6,238 shares; 2025Q4: 20,314 shares; 2026Q1: 19,566 shares; 2026Q2: 20,386 shares 20,386 $10.2M 0.5% +820 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: 1,759 shares; 2024Q4: 2,023 shares; 2025Q1: 2,808 shares; 2025Q2: 2,349 shares; 2025Q3: 2,657 shares; 2025Q4: 3,702 shares; 2026Q1: 44,823 shares; 2026Q2: 37,534 shares 37,534 $10.1M 0.5% -7,289 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: 8,798 shares; 2024Q4: 10,570 shares; 2025Q1: 12,746 shares; 2025Q2: 10,407 shares; 2025Q3: 12,715 shares; 2025Q4: 16,783 shares; 2026Q1: 19,585 shares; 2026Q2: 20,449 shares 20,449 $9.77M 0.48% +864 Timeline XC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,077 shares; 2024Q4: 157,861 shares; 2025Q1: 182,448 shares; 2025Q2: 224,155 shares; 2025Q3: 263,485 shares; 2025Q4: 296,644 shares; 2026Q1: 321,683 shares; 2026Q2: 297,246 shares 297,246 $9.42M 0.47% -24,437 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: 7,469 shares; 2024Q4: 11,052 shares; 2025Q1: 18,414 shares; 2025Q2: 21,510 shares; 2025Q3: 22,996 shares; 2025Q4: 78,421 shares; 2026Q1: 77,483 shares; 2026Q2: 78,955 shares 78,955 $9.27M 0.46% +1,472 Timeline MINT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,189 shares; 2026Q1: 88,396 shares; 2026Q2: 91,671 shares 91,671 $9.24M 0.46% +3,275 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,857 shares; 2026Q2: 125,101 shares 125,101 $9.04M 0.45% +110,244 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,979 shares; 2026Q2: 170,556 shares 170,556 $9.02M 0.45% +149,577 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: 7,110 shares; 2024Q4: 7,079 shares; 2025Q1: 7,081 shares; 2025Q2: 7,126 shares; 2025Q3: 7,063 shares; 2025Q4: 11,980 shares; 2026Q1: 12,603 shares; 2026Q2: 68,502 shares 68,502 $8.51M 0.42% +55,899 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: 2,370 shares; 2024Q4: 2,627 shares; 2025Q1: 2,931 shares; 2025Q2: 2,617 shares; 2025Q3: 2,655 shares; 2025Q4: 3,767 shares; 2026Q1: 6,910 shares; 2026Q2: 7,052 shares 7,052 $8.46M 0.42% +142 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: 17,481 shares; 2024Q4: 16,995 shares; 2025Q1: 16,914 shares; 2025Q2: 16,920 shares; 2025Q3: 16,932 shares; 2025Q4: 26,016 shares; 2026Q1: 27,743 shares; 2026Q2: 34,832 shares 34,832 $8.44M 0.42% +7,089 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: 14,315 shares; 2024Q4: 15,545 shares; 2025Q1: 16,527 shares; 2025Q2: 17,143 shares; 2025Q3: 17,897 shares; 2025Q4: 25,709 shares; 2026Q1: 25,421 shares; 2026Q2: 25,329 shares 25,329 $8.29M 0.41% -92 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,128 shares; 2024Q4: 20,895 shares; 2025Q1: 19,860 shares; 2025Q2: 10,129 shares; 2025Q3: 10,384 shares; 2025Q4: 11,064 shares; 2026Q1: 12,846 shares; 2026Q2: 12,768 shares 12,768 $8.18M 0.4% -78 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: 110,103 shares; 2024Q4: 121,086 shares; 2025Q1: 128,238 shares; 2025Q2: 121,158 shares; 2025Q3: 122,292 shares; 2025Q4: 124,204 shares; 2026Q1: 132,329 shares; 2026Q2: 139,896 shares 139,896 $7.9M 0.39% +7,567 Timeline AVSC 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: 129,664 shares; 2026Q1: 136,075 shares; 2026Q2: 103,896 shares 103,896 $7.62M 0.38% -32,179 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; 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: 186,234 shares; 2026Q1: 220,529 shares; 2026Q2: 199,059 shares 199,059 $7.46M 0.37% -21,470 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: 71,571 shares; 2024Q4: 72,319 shares; 2025Q1: 70,909 shares; 2025Q2: 70,654 shares; 2025Q3: 73,666 shares; 2025Q4: 83,895 shares; 2026Q1: 79,031 shares; 2026Q2: 90,263 shares 90,263 $6.96M 0.34% +11,232 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,483 shares; 2024Q4: 201,302 shares; 2025Q1: 215,248 shares; 2025Q2: 178,088 shares; 2025Q3: 168,952 shares; 2025Q4: 166,548 shares; 2026Q1: 160,773 shares; 2026Q2: 157,355 shares 157,355 $6.79M 0.34% -3,418 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: 38,616 shares; 2024Q4: 44,104 shares; 2025Q1: 54,327 shares; 2025Q2: 34,924 shares; 2025Q3: 25,680 shares; 2025Q4: 24,834 shares; 2026Q1: 22,965 shares; 2026Q2: 21,786 shares 21,786 $6.67M 0.33% -1,179 Timeline DFAC 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: 98,591 shares; 2024Q4: 97,537 shares; 2025Q1: 142,667 shares; 2025Q2: 141,388 shares; 2025Q3: 141,510 shares; 2025Q4: 139,500 shares; 2026Q1: 150,541 shares; 2026Q2: 150,417 shares 150,417 $6.67M 0.33% -124 Timeline USIG 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: 16,663 shares; 2026Q2: 125,787 shares 125,787 $6.45M 0.32% +109,124 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: 76,820 shares; 2024Q4: 74,295 shares; 2025Q1: 87,296 shares; 2025Q2: 71,268 shares; 2025Q3: 69,699 shares; 2025Q4: 71,128 shares; 2026Q1: 68,321 shares; 2026Q2: 66,377 shares 66,377 $6.41M 0.32% -1,944 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 855 shares; 2024Q4: 1,000 shares; 2025Q1: 5,448 shares; 2025Q2: 5,458 shares; 2025Q3: 5,524 shares; 2025Q4: 9,692 shares; 2026Q1: 10,920 shares; 2026Q2: 9,257 shares 9,257 $6.36M 0.31% -1,663 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: 6,164 shares; 2025Q1: 4,019 shares; 2025Q2: not reported; 2025Q3: 75,529 shares; 2025Q4: 71,059 shares; 2026Q1: 63,359 shares; 2026Q2: 61,925 shares 61,925 $5.97M 0.3% -1,434 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,671 shares; 2024Q4: 128,289 shares; 2025Q1: 145,165 shares; 2025Q2: 161,653 shares; 2025Q3: 168,213 shares; 2025Q4: 171,549 shares; 2026Q1: 180,826 shares; 2026Q2: 183,752 shares 183,752 $5.91M 0.29% +2,926 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 22,257 shares; 2026Q2: 22,444 shares 22,444 $5.73M 0.28% +187 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,830 shares; 2024Q4: 8,055 shares; 2025Q1: 11,340 shares; 2025Q2: 8,666 shares; 2025Q3: 11,783 shares; 2025Q4: 15,181 shares; 2026Q1: 21,698 shares; 2026Q2: 21,754 shares 21,754 $5.52M 0.27% +56 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,040 shares; 2026Q2: 137,894 shares 137,894 $5.44M 0.27% +117,854 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,376 shares; 2024Q4: 10,774 shares; 2025Q1: 10,566 shares; 2025Q2: 10,645 shares; 2025Q3: 12,531 shares; 2025Q4: 11,948 shares; 2026Q1: 13,896 shares; 2026Q2: 15,427 shares 15,427 $5.44M 0.27% +1,531 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,969 shares; 2024Q4: 7,866 shares; 2025Q1: 7,896 shares; 2025Q2: 7,723 shares; 2025Q3: 7,865 shares; 2025Q4: 15,798 shares; 2026Q1: 16,811 shares; 2026Q2: 25,523 shares 25,523 $5.43M 0.27% +8,712 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: 2,820 shares; 2024Q4: 4,065 shares; 2025Q1: 4,745 shares; 2025Q2: 5,437 shares; 2025Q3: 6,040 shares; 2025Q4: 9,375 shares; 2026Q1: 9,482 shares; 2026Q2: 9,511 shares 9,511 $5.36M 0.26% +29 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: 1,525 shares; 2024Q4: 1,593 shares; 2025Q1: 1,621 shares; 2025Q2: 1,779 shares; 2025Q3: 1,838 shares; 2025Q4: 5,367 shares; 2026Q1: 5,814 shares; 2026Q2: 5,724 shares 5,724 $5.35M 0.26% -90 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; 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: 467,611 shares; 2026Q1: 246,329 shares; 2026Q2: 98,846 shares 98,846 $5.26M 0.26% -147,483 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,384 shares; 2024Q4: 148,214 shares; 2025Q1: 117,811 shares; 2025Q2: 38,871 shares; 2025Q3: 30,573 shares; 2025Q4: 40,912 shares; 2026Q1: 42,161 shares; 2026Q2: 41,572 shares 41,572 $5.19M 0.26% -589 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; 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: 149,488 shares; 2026Q1: 155,772 shares; 2026Q2: 101,033 shares 101,033 $4.98M 0.25% -54,739 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: 10,535 shares; 2024Q4: 13,708 shares; 2025Q1: 16,856 shares; 2025Q2: 13,837 shares; 2025Q3: 18,487 shares; 2025Q4: 36,876 shares; 2026Q1: 36,732 shares; 2026Q2: 35,967 shares 35,967 $4.92M 0.24% -765 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: 4,997 shares; 2024Q4: 6,636 shares; 2025Q1: 7,831 shares; 2025Q2: 7,865 shares; 2025Q3: 8,201 shares; 2025Q4: 13,137 shares; 2026Q1: 12,584 shares; 2026Q2: 14,249 shares 14,249 $4.89M 0.24% +1,665 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,256 shares; 2024Q4: 7,813 shares; 2025Q1: 23,575 shares; 2025Q2: 25,259 shares; 2025Q3: 25,089 shares; 2025Q4: 12,412 shares; 2026Q1: 12,644 shares; 2026Q2: 11,546 shares 11,546 $4.86M 0.24% -1,098 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: 13,261 shares; 2024Q4: 14,161 shares; 2025Q1: 14,833 shares; 2025Q2: 16,695 shares; 2025Q3: 19,147 shares; 2025Q4: 32,984 shares; 2026Q1: 44,043 shares; 2026Q2: 42,480 shares 42,480 $4.81M 0.24% -1,563 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 40,735 shares; 2026Q1: 55,771 shares; 2026Q2: 143,654 shares 143,654 $4.74M 0.23% +87,883 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: 1,597 shares; 2024Q4: 1,476 shares; 2025Q1: 1,548 shares; 2025Q2: 1,694 shares; 2025Q3: 2,178 shares; 2025Q4: 5,173 shares; 2026Q1: 5,896 shares; 2026Q2: 6,474 shares 6,474 $4.68M 0.23% +578 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: 7,104 shares; 2024Q4: 6,817 shares; 2025Q1: 6,740 shares; 2025Q2: 7,028 shares; 2025Q3: 7,804 shares; 2025Q4: 34,735 shares; 2026Q1: 35,731 shares; 2026Q2: 35,856 shares 35,856 $4.61M 0.23% +125 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; 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: 129,370 shares; 2026Q1: 129,450 shares; 2026Q2: 128,645 shares 128,645 $4.53M 0.22% -805 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 6 shares; 2026Q2: 6 shares 6 $4.49M 0.22% 0 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,920 shares; 2026Q2: 54,386 shares 54,386 $4.49M 0.22% +46,466 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: 2,541 shares; 2024Q4: 2,551 shares; 2025Q1: 2,673 shares; 2025Q2: 2,743 shares; 2025Q3: 11,367 shares; 2025Q4: 13,509 shares; 2026Q1: 12,240 shares; 2026Q2: 12,049 shares 12,049 $4.46M 0.22% -191 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: 4,552 shares; 2024Q4: 5,047 shares; 2025Q1: 7,185 shares; 2025Q2: 7,291 shares; 2025Q3: 8,886 shares; 2025Q4: 10,021 shares; 2026Q1: 26,591 shares; 2026Q2: 26,442 shares 26,442 $4.38M 0.22% -149 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,055,142 shares; 2024Q4: 1,205,994 shares; 2025Q1: 901,742 shares; 2025Q2: 314,134 shares; 2025Q3: 303,909 shares; 2025Q4: 295,635 shares; 2026Q1: 233,128 shares; 2026Q2: 210,655 shares 210,655 $4.3M 0.21% -22,473 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,789 shares; 2024Q4: 8,282 shares; 2025Q1: 9,239 shares; 2025Q2: 5,227 shares; 2025Q3: 7,529 shares; 2025Q4: 51,654 shares; 2026Q1: 70,473 shares; 2026Q2: 68,912 shares 68,912 $3.97M 0.2% -1,561 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: 32,683 shares; 2024Q4: 31,869 shares; 2025Q1: 35,137 shares; 2025Q2: 34,421 shares; 2025Q3: 34,358 shares; 2025Q4: 39,003 shares; 2026Q1: 46,964 shares; 2026Q2: 48,361 shares 48,361 $3.93M 0.19% +1,397 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: 663 shares; 2024Q4: 713 shares; 2025Q1: 964 shares; 2025Q2: 601 shares; 2025Q3: 863 shares; 2025Q4: 1,554 shares; 2026Q1: 1,767 shares; 2026Q2: 1,974 shares 1,974 $3.93M 0.19% +207 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,300 shares; 2024Q4: 66,271 shares; 2025Q1: 68,660 shares; 2025Q2: 67,742 shares; 2025Q3: 66,894 shares; 2025Q4: 65,819 shares; 2026Q1: 62,583 shares; 2026Q2: 62,445 shares 62,445 $3.73M 0.18% -138 Timeline DFAR 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: 291,203 shares; 2024Q4: 372,719 shares; 2025Q1: 551,152 shares; 2025Q2: 689,784 shares; 2025Q3: 143,207 shares; 2025Q4: 148,299 shares; 2026Q1: 144,796 shares; 2026Q2: 141,595 shares 141,595 $3.7M 0.18% -3,201 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; 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: 85,697 shares; 2026Q1: 85,467 shares; 2026Q2: 86,092 shares 86,092 $3.64M 0.18% +625 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 2,211 shares; 2025Q1: 3,217 shares; 2025Q2: 3,328 shares; 2025Q3: 3,711 shares; 2025Q4: 4,962 shares; 2026Q1: 5,787 shares; 2026Q2: 6,244 shares 6,244 $3.63M 0.18% +457 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,297 shares 15,297 $3.5M 0.17% new 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: 21,854 shares; 2025Q1: 38,520 shares; 2025Q2: 55,302 shares; 2025Q3: 62,162 shares; 2025Q4: 53,195 shares; 2026Q1: 102,650 shares; 2026Q2: 103,602 shares 103,602 $3.45M 0.17% +952 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: 1,048 shares; 2024Q4: 1,893 shares; 2025Q1: 1,958 shares; 2025Q2: 1,800 shares; 2025Q3: 2,040 shares; 2025Q4: 2,755 shares; 2026Q1: 3,058 shares; 2026Q2: 3,193 shares 3,193 $3.4M 0.17% +135 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: 28,811 shares; 2024Q4: 30,563 shares; 2025Q1: 29,429 shares; 2025Q2: 29,392 shares; 2025Q3: 32,298 shares; 2025Q4: 57,191 shares; 2026Q1: 56,061 shares; 2026Q2: 58,418 shares 58,418 $3.33M 0.16% +2,357 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,532 shares; 2024Q4: 95,725 shares; 2025Q1: 98,493 shares; 2025Q2: 95,562 shares; 2025Q3: 97,647 shares; 2025Q4: 99,032 shares; 2026Q1: 101,554 shares; 2026Q2: 108,135 shares 108,135 $3.3M 0.16% +6,581 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: 1,514 shares; 2024Q4: 1,483 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,484 shares; 2025Q4: 8,966 shares; 2026Q1: 8,773 shares; 2026Q2: 16,569 shares 16,569 $3.16M 0.16% +7,796 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,695 shares; 2025Q3: 3,013 shares; 2025Q4: 5,385 shares; 2026Q1: 6,267 shares; 2026Q2: 7,246 shares 7,246 $3.14M 0.16% +979 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,138 shares; 2026Q1: 11,813 shares; 2026Q2: 38,605 shares 38,605 $3.11M 0.15% +26,792 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,642 shares; 2024Q4: 39,023 shares; 2025Q1: 47,013 shares; 2025Q2: 56,017 shares; 2025Q3: 59,187 shares; 2025Q4: 60,515 shares; 2026Q1: 64,229 shares; 2026Q2: 67,713 shares 67,713 $3.07M 0.15% +3,484 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,390 shares; 2024Q4: 9,509 shares; 2025Q1: 10,672 shares; 2025Q2: 9,005 shares; 2025Q3: 9,250 shares; 2025Q4: 11,584 shares; 2026Q1: 17,829 shares; 2026Q2: 20,742 shares 20,742 $3.04M 0.15% +2,913 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,987 shares; 2026Q2: 43,517 shares 43,517 $2.93M 0.14% +38,530 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,719 shares; 2024Q4: 71,202 shares; 2025Q1: 70,565 shares; 2025Q2: 52,309 shares; 2025Q3: 52,202 shares; 2025Q4: 53,381 shares; 2026Q1: 52,648 shares; 2026Q2: 47,456 shares 47,456 $2.88M 0.14% -5,192 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: 29,160 shares; 2024Q4: 88,383 shares; 2025Q1: 83,678 shares; 2025Q2: 84,752 shares; 2025Q3: 78,756 shares; 2025Q4: 79,182 shares; 2026Q1: 75,474 shares; 2026Q2: 88,208 shares 88,208 $2.8M 0.14% +12,734 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,368 shares; 2024Q4: 17,814 shares; 2025Q1: 17,831 shares; 2025Q2: 17,592 shares; 2025Q3: 17,691 shares; 2025Q4: 33,207 shares; 2026Q1: 18,150 shares; 2026Q2: 17,990 shares 17,990 $2.78M 0.14% -160 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,724 shares; 2024Q4: 76,754 shares; 2025Q1: 70,345 shares; 2025Q2: 60,957 shares; 2025Q3: 61,520 shares; 2025Q4: 61,257 shares; 2026Q1: 60,530 shares; 2026Q2: 58,561 shares 58,561 $2.77M 0.14% -1,969 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: 5,206 shares; 2024Q4: 5,507 shares; 2025Q1: 6,024 shares; 2025Q2: 5,307 shares; 2025Q3: 5,962 shares; 2025Q4: 10,464 shares; 2026Q1: 10,305 shares; 2026Q2: 10,430 shares 10,430 $2.62M 0.13% +125 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 2,883 shares; 2025Q1: 3,079 shares; 2025Q2: 3,734 shares; 2025Q3: 4,316 shares; 2025Q4: 13,407 shares; 2026Q1: 13,645 shares; 2026Q2: 13,754 shares 13,754 $2.61M 0.13% +109 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,586 shares; 2026Q2: 24,457 shares 24,457 $2.6M 0.13% +18,871 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,713 shares; 2026Q2: 20,214 shares 20,214 $2.58M 0.13% +16,501 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: 2,817 shares; 2024Q4: 3,915 shares; 2025Q1: 7,014 shares; 2025Q2: 6,916 shares; 2025Q3: 6,733 shares; 2025Q4: 8,730 shares; 2026Q1: 12,522 shares; 2026Q2: 14,213 shares 14,213 $2.57M 0.13% +1,691 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,976 shares; 2024Q4: 11,340 shares; 2025Q1: 14,000 shares; 2025Q2: 13,942 shares; 2025Q3: 15,821 shares; 2025Q4: 20,498 shares; 2026Q1: 21,692 shares; 2026Q2: 26,127 shares 26,127 $2.5M 0.12% +4,435 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,430 shares; 2024Q4: 9,345 shares; 2025Q1: 9,645 shares; 2025Q2: 10,570 shares; 2025Q3: 10,851 shares; 2025Q4: 11,076 shares; 2026Q1: 11,376 shares; 2026Q2: 11,844 shares 11,844 $2.45M 0.12% +468 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: 2,216 shares; 2024Q4: 1,804 shares; 2025Q1: 1,703 shares; 2025Q2: 1,794 shares; 2025Q3: 1,798 shares; 2025Q4: 4,021 shares; 2026Q1: 5,865 shares; 2026Q2: 8,029 shares 8,029 $2.43M 0.12% +2,164 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: 6,004 shares; 2024Q4: 6,210 shares; 2025Q1: 6,126 shares; 2025Q2: 5,910 shares; 2025Q3: 5,907 shares; 2025Q4: 6,638 shares; 2026Q1: 6,378 shares; 2026Q2: 6,544 shares 6,544 $2.41M 0.12% +166 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,668 shares; 2024Q4: 29,767 shares; 2025Q1: 29,772 shares; 2025Q2: 29,783 shares; 2025Q3: 29,646 shares; 2025Q4: 29,285 shares; 2026Q1: 29,414 shares; 2026Q2: 29,418 shares 29,418 $2.41M 0.12% +4 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 530 shares; 2025Q4: 2,142 shares; 2026Q1: 2,307 shares; 2026Q2: 2,351 shares 2,351 $2.38M 0.12% +44 Timeline HYMB 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: 85,881 shares; 2025Q4: 88,380 shares; 2026Q1: 91,565 shares; 2026Q2: 92,269 shares 92,269 $2.35M 0.12% +704 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: 3,275 shares; 2024Q4: 4,936 shares; 2025Q1: 7,411 shares; 2025Q2: 7,334 shares; 2025Q3: 10,465 shares; 2025Q4: 13,788 shares; 2026Q1: 16,178 shares; 2026Q2: 16,705 shares 16,705 $2.34M 0.12% +527 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: 2,542 shares; 2024Q4: 2,952 shares; 2025Q1: 3,627 shares; 2025Q2: 3,449 shares; 2025Q3: 3,713 shares; 2025Q4: 4,821 shares; 2026Q1: 4,340 shares; 2026Q2: 4,549 shares 4,549 $2.34M 0.12% +209 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,542 shares; 2025Q2: 19,116 shares; 2025Q3: 19,122 shares; 2025Q4: 18,589 shares; 2026Q1: 18,471 shares; 2026Q2: 18,390 shares 18,390 $2.3M 0.11% -81 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 942 shares; 2024Q4: 2,401 shares; 2025Q1: 3,582 shares; 2025Q2: 2,113 shares; 2025Q3: 4,189 shares; 2025Q4: 4,186 shares; 2026Q1: 6,256 shares; 2026Q2: 6,728 shares 6,728 $2.29M 0.11% +472 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,582 shares; 2024Q4: 21,132 shares; 2025Q1: 25,079 shares; 2025Q2: 29,787 shares; 2025Q3: 40,268 shares; 2025Q4: 40,384 shares; 2026Q1: 41,169 shares; 2026Q2: 44,012 shares 44,012 $2.22M 0.11% +2,843 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: 3,558 shares; 2024Q4: 4,465 shares; 2025Q1: 5,634 shares; 2025Q2: 4,456 shares; 2025Q3: 5,632 shares; 2025Q4: 6,048 shares; 2026Q1: 11,021 shares; 2026Q2: 11,771 shares 11,771 $2.18M 0.11% +750 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: 10,027 shares; 2024Q4: 10,027 shares; 2025Q1: 17,306 shares; 2025Q2: 16,677 shares; 2025Q3: 16,168 shares; 2025Q4: 15,616 shares; 2026Q1: 15,763 shares; 2026Q2: 15,746 shares 15,746 $2.17M 0.11% -17 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: 6,368 shares; 2024Q4: 5,572 shares; 2025Q1: 28,079 shares; 2025Q2: 27,031 shares; 2025Q3: 26,159 shares; 2025Q4: 26,633 shares; 2026Q1: 25,111 shares; 2026Q2: 26,108 shares 26,108 $2.16M 0.11% +997 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; 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: 55,924 shares; 2026Q1: 56,064 shares; 2026Q2: 43,070 shares 43,070 $2.16M 0.11% -12,994 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,505 shares; 2026Q2: 77,676 shares 77,676 $2.15M 0.11% +35,171 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,945 shares; 2026Q1: 26,945 shares; 2026Q2: 27,970 shares 27,970 $2.14M 0.11% +1,025 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: 70,600 shares; 2024Q4: 7,518 shares; 2025Q1: 7,412 shares; 2025Q2: 6,740 shares; 2025Q3: 6,690 shares; 2025Q4: 7,033 shares; 2026Q1: 7,039 shares; 2026Q2: 7,105 shares 7,105 $2.12M 0.1% +66 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,517 shares; 2024Q4: 17,260 shares; 2025Q1: 21,454 shares; 2025Q2: 17,591 shares; 2025Q3: 18,596 shares; 2025Q4: 19,795 shares; 2026Q1: 20,423 shares; 2026Q2: 21,870 shares 21,870 $2.08M 0.1% +1,447 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: 6,126 shares; 2024Q4: 5,626 shares; 2025Q1: 7,623 shares; 2025Q2: 7,212 shares; 2025Q3: 7,176 shares; 2025Q4: 7,055 shares; 2026Q1: 8,093 shares; 2026Q2: 8,059 shares 8,059 $2.03M 0.1% -34 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; 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: 64,591 shares; 2026Q1: 70,116 shares; 2026Q2: 55,591 shares 55,591 $2.02M 0.1% -14,525 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: 15,720 shares; 2024Q4: 15,997 shares; 2025Q1: 25,934 shares; 2025Q2: 24,410 shares; 2025Q3: 23,584 shares; 2025Q4: 23,207 shares; 2026Q1: 25,482 shares; 2026Q2: 26,029 shares 26,029 $1.99M 0.1% +547 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050 shares; 2024Q4: 1,039 shares; 2025Q1: 1,048 shares; 2025Q2: 1,543 shares; 2025Q3: 1,716 shares; 2025Q4: 4,225 shares; 2026Q1: 5,560 shares; 2026Q2: 5,536 shares 5,536 $1.96M 0.1% -24 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: 3,456 shares; 2024Q4: 7,766 shares; 2025Q1: 12,189 shares; 2025Q2: 11,722 shares; 2025Q3: 12,074 shares; 2025Q4: 12,290 shares; 2026Q1: 15,919 shares; 2026Q2: 15,500 shares 15,500 $1.96M 0.1% -419 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: 12,522 shares; 2024Q4: 16,367 shares; 2025Q1: 22,149 shares; 2025Q2: 24,986 shares; 2025Q3: 25,961 shares; 2025Q4: 26,598 shares; 2026Q1: 25,123 shares; 2026Q2: 27,111 shares 27,111 $1.95M 0.1% +1,988 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: 384 shares; 2024Q4: 477 shares; 2025Q1: 575 shares; 2025Q2: 484 shares; 2025Q3: 514 shares; 2025Q4: 529 shares; 2026Q1: 638 shares; 2026Q2: 6,411 shares 6,411 $1.93M 0.1% +5,773 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: 2,945 shares; 2024Q4: 2,995 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,818 shares; 2025Q4: 3,223 shares; 2026Q1: 4,346 shares; 2026Q2: 22,414 shares 22,414 $1.93M 0.1% +18,068 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,020 shares; 2025Q1: 1,099 shares; 2025Q2: 1,421 shares; 2025Q3: 1,427 shares; 2025Q4: 6,533 shares; 2026Q1: 8,811 shares; 2026Q2: 8,620 shares 8,620 $1.92M 0.09% -191 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: 3,981 shares; 2024Q4: 4,214 shares; 2025Q1: 4,568 shares; 2025Q2: 7,125 shares; 2025Q3: 9,270 shares; 2025Q4: 10,039 shares; 2026Q1: 13,972 shares; 2026Q2: 13,874 shares 13,874 $1.88M 0.09% -98 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: 13,181 shares; 2024Q4: 14,486 shares; 2025Q1: 12,828 shares; 2025Q2: 12,851 shares; 2025Q3: 13,165 shares; 2025Q4: 20,094 shares; 2026Q1: 30,556 shares; 2026Q2: 26,336 shares 26,336 $1.88M 0.09% -4,220 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: 1,891 shares; 2024Q4: 2,186 shares; 2025Q1: 2,692 shares; 2025Q2: 2,491 shares; 2025Q3: 2,388 shares; 2025Q4: 27,632 shares; 2026Q1: 26,017 shares; 2026Q2: 26,174 shares 26,174 $1.87M 0.09% +157 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 713 shares; 2025Q4: 1,637 shares; 2026Q1: 1,727 shares; 2026Q2: 2,635 shares 2,635 $1.85M 0.09% +908 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: 6,178 shares; 2024Q4: 9,451 shares; 2025Q1: 11,917 shares; 2025Q2: 10,861 shares; 2025Q3: 10,975 shares; 2025Q4: 10,980 shares; 2026Q1: 17,603 shares; 2026Q2: 18,356 shares 18,356 $1.82M 0.09% +753 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: 8,769 shares; 2024Q4: not reported; 2025Q1: 10,562 shares; 2025Q2: 10,042 shares; 2025Q3: 9,473 shares; 2025Q4: 11,042 shares; 2026Q1: 11,153 shares; 2026Q2: 12,996 shares 12,996 $1.81M 0.09% +1,843 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: 11,093 shares; 2024Q4: 12,762 shares; 2025Q1: 14,206 shares; 2025Q2: 17,348 shares; 2025Q3: 30,031 shares; 2025Q4: 35,318 shares; 2026Q1: 45,894 shares; 2026Q2: 41,673 shares 41,673 $1.76M 0.09% -4,221 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: 2,299 shares; 2024Q4: 2,625 shares; 2025Q1: 2,971 shares; 2025Q2: 4,420 shares; 2025Q3: 4,630 shares; 2025Q4: 10,205 shares; 2026Q1: 10,661 shares; 2026Q2: 11,821 shares 11,821 $1.73M 0.09% +1,160 Timeline VOX 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: 19,866 shares; 2024Q4: 15,355 shares; 2025Q1: 12,612 shares; 2025Q2: 11,241 shares; 2025Q3: 10,070 shares; 2025Q4: 9,977 shares; 2026Q1: 9,277 shares; 2026Q2: 9,378 shares 9,378 $1.73M 0.09% +101 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,600 shares; 2026Q1: 39,600 shares; 2026Q2: 33,800 shares 33,800 $1.72M 0.09% -5,800 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,494 shares; 2024Q4: 1,595 shares; 2025Q1: 2,203 shares; 2025Q2: 2,809 shares; 2025Q3: 3,251 shares; 2025Q4: 4,787 shares; 2026Q1: 5,593 shares; 2026Q2: 6,087 shares 6,087 $1.71M 0.08% +494 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: 963 shares; 2024Q4: 1,087 shares; 2025Q1: 1,629 shares; 2025Q2: 1,855 shares; 2025Q3: 2,809 shares; 2025Q4: 4,598 shares; 2026Q1: 5,255 shares; 2026Q2: 6,082 shares 6,082 $1.65M 0.08% +827 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: 3,501 shares; 2024Q4: 3,993 shares; 2025Q1: 3,743 shares; 2025Q2: 3,996 shares; 2025Q3: 4,793 shares; 2025Q4: 6,970 shares; 2026Q1: 7,506 shares; 2026Q2: 7,786 shares 7,786 $1.63M 0.08% +280 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: 5,448 shares; 2024Q4: 5,614 shares; 2025Q1: 5,679 shares; 2025Q2: 5,147 shares; 2025Q3: 5,085 shares; 2025Q4: 5,395 shares; 2026Q1: 5,414 shares; 2026Q2: 5,414 shares 5,414 $1.63M 0.08% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,249 shares; 2025Q1: 3,050 shares; 2025Q2: 7,439 shares; 2025Q3: 8,924 shares; 2025Q4: 15,201 shares; 2026Q1: 15,999 shares; 2026Q2: 15,504 shares 15,504 $1.61M 0.08% -495 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: 38,300 shares; 2024Q4: 37,767 shares; 2025Q1: 39,022 shares; 2025Q2: 38,466 shares; 2025Q3: 36,824 shares; 2025Q4: 33,810 shares; 2026Q1: 30,867 shares; 2026Q2: 28,955 shares 28,955 $1.52M 0.07% -1,912 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: 6,377 shares; 2024Q4: 4,738 shares; 2025Q1: 5,728 shares; 2025Q2: 8,426 shares; 2025Q3: 9,447 shares; 2025Q4: 11,371 shares; 2026Q1: 19,397 shares; 2026Q2: 18,188 shares 18,188 $1.5M 0.07% -1,209 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,372 shares; 2026Q2: 31,950 shares 31,950 $1.5M 0.07% +27,578 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: 532 shares; 2025Q3: 471 shares; 2025Q4: 558 shares; 2026Q1: 1,089 shares; 2026Q2: 1,274 shares 1,274 $1.5M 0.07% +185 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,355 shares; 2024Q4: 6,224 shares; 2025Q1: 5,139 shares; 2025Q2: 7,416 shares; 2025Q3: 8,792 shares; 2025Q4: 10,822 shares; 2026Q1: 10,716 shares; 2026Q2: 10,849 shares 10,849 $1.49M 0.07% +133 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 951 shares; 2025Q2: 1,035 shares; 2025Q3: 1,245 shares; 2025Q4: 1,486 shares; 2026Q1: 1,540 shares; 2026Q2: 1,946 shares 1,946 $1.49M 0.07% +406 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,154 shares; 2024Q4: 1,337 shares; 2025Q1: 1,471 shares; 2025Q2: 2,016 shares; 2025Q3: 2,085 shares; 2025Q4: 3,125 shares; 2026Q1: 2,503 shares; 2026Q2: 3,560 shares 3,560 $1.48M 0.07% +1,057 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 5,405 shares; 2025Q4: 8,158 shares; 2026Q1: 9,725 shares; 2026Q2: 10,912 shares 10,912 $1.48M 0.07% +1,187 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,867 shares; 2024Q4: 14,802 shares; 2025Q1: 19,296 shares; 2025Q2: 19,259 shares; 2025Q3: 21,132 shares; 2025Q4: 20,676 shares; 2026Q1: 20,678 shares; 2026Q2: 23,795 shares 23,795 $1.47M 0.07% +3,117 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,848 shares; 2026Q1: 9,182 shares; 2026Q2: 18,280 shares 18,280 $1.44M 0.07% +9,098 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: 5,794 shares; 2024Q4: 5,902 shares; 2025Q1: 6,241 shares; 2025Q2: 6,402 shares; 2025Q3: 6,670 shares; 2025Q4: 7,511 shares; 2026Q1: 7,839 shares; 2026Q2: 8,135 shares 8,135 $1.43M 0.07% +296 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: 1,979 shares; 2024Q4: 2,020 shares; 2025Q1: 2,209 shares; 2025Q2: 3,425 shares; 2025Q3: 3,732 shares; 2025Q4: 8,238 shares; 2026Q1: 9,544 shares; 2026Q2: 9,382 shares 9,382 $1.42M 0.07% -162 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: 505 shares; 2026Q2: 623 shares 623 $1.42M 0.07% +118 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 6,575 shares; 2026Q1: 8,390 shares; 2026Q2: 24,874 shares 24,874 $1.41M 0.07% +16,484 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,354 shares; 2024Q4: 13,566 shares; 2025Q1: 13,319 shares; 2025Q2: 12,849 shares; 2025Q3: 12,956 shares; 2025Q4: 13,374 shares; 2026Q1: 13,327 shares; 2026Q2: 13,376 shares 13,376 $1.38M 0.07% +49 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: 11,542 shares; 2024Q4: 11,547 shares; 2025Q1: 11,707 shares; 2025Q2: 11,637 shares; 2025Q3: 11,640 shares; 2025Q4: 11,644 shares; 2026Q1: 11,647 shares; 2026Q2: 11,649 shares 11,649 $1.37M 0.07% +2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,482 shares; 2025Q4: 3,122 shares; 2026Q1: 3,341 shares; 2026Q2: 3,427 shares 3,427 $1.36M 0.07% +86 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: 25,119 shares; 2024Q4: 26,021 shares; 2025Q1: 28,856 shares; 2025Q2: 38,153 shares; 2025Q3: 46,310 shares; 2025Q4: 60,589 shares; 2026Q1: 76,994 shares; 2026Q2: 65,263 shares 65,263 $1.35M 0.07% -11,731 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,493 shares; 2024Q4: 3,077 shares; 2025Q1: 3,965 shares; 2025Q2: 3,284 shares; 2025Q3: 3,610 shares; 2025Q4: 3,811 shares; 2026Q1: 12,591 shares; 2026Q2: 13,068 shares 13,068 $1.34M 0.07% +477 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,291 shares; 2025Q1: 4,916 shares; 2025Q2: 8,344 shares; 2025Q3: 9,376 shares; 2025Q4: 10,413 shares; 2026Q1: 12,439 shares; 2026Q2: 11,445 shares 11,445 $1.34M 0.07% -994 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: 2,402 shares; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 3,096 shares; 2025Q3: 4,792 shares; 2025Q4: 7,301 shares; 2026Q1: 8,267 shares; 2026Q2: 8,513 shares 8,513 $1.33M 0.07% +246 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: 10,393 shares; 2024Q4: 10,672 shares; 2025Q1: 11,502 shares; 2025Q2: 11,137 shares; 2025Q3: 12,271 shares; 2025Q4: 11,950 shares; 2026Q1: 12,594 shares; 2026Q2: 13,837 shares 13,837 $1.33M 0.07% +1,243 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,360 shares; 2024Q4: 1,719 shares; 2025Q1: 2,166 shares; 2025Q2: 2,248 shares; 2025Q3: 1,864 shares; 2025Q4: 4,863 shares; 2026Q1: 5,153 shares; 2026Q2: 5,591 shares 5,591 $1.33M 0.07% +438 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: 1,476 shares; 2025Q4: 1,837 shares; 2026Q1: 2,299 shares; 2026Q2: 3,072 shares 3,072 $1.33M 0.07% +773 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 401 shares; 2025Q3: 275 shares; 2025Q4: 314 shares; 2026Q1: 1,160 shares; 2026Q2: 1,262 shares 1,262 $1.32M 0.06% +102 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: 727 shares; 2024Q4: 668 shares; 2025Q1: 739 shares; 2025Q2: 931 shares; 2025Q3: 938 shares; 2025Q4: 1,669 shares; 2026Q1: 2,059 shares; 2026Q2: 2,070 shares 2,070 $1.31M 0.06% +11 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: 9,364 shares; 2024Q4: 37,687 shares; 2025Q1: 37,710 shares; 2025Q2: 43,827 shares; 2025Q3: 41,246 shares; 2025Q4: 41,429 shares; 2026Q1: 38,849 shares; 2026Q2: 38,553 shares 38,553 $1.3M 0.06% -296 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,688 shares; 2024Q4: 111,604 shares; 2025Q1: 112,471 shares; 2025Q2: 113,432 shares; 2025Q3: 114,174 shares; 2025Q4: 115,053 shares; 2026Q1: 116,409 shares; 2026Q2: 105,017 shares 105,017 $1.3M 0.06% -11,392 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,040 shares; 2024Q4: 1,108 shares; 2025Q1: 1,443 shares; 2025Q2: 1,452 shares; 2025Q3: 1,527 shares; 2025Q4: 3,328 shares; 2026Q1: 3,763 shares; 2026Q2: 3,799 shares 3,799 $1.29M 0.06% +36 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,596 shares; 2024Q4: 1,601 shares; 2025Q1: 8,146 shares; 2025Q2: 8,121 shares; 2025Q3: 8,134 shares; 2025Q4: 8,646 shares; 2026Q1: 7,829 shares; 2026Q2: 7,842 shares 7,842 $1.28M 0.06% +13 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 2,025 shares; 2025Q4: 3,935 shares; 2026Q1: 4,871 shares; 2026Q2: 5,611 shares 5,611 $1.27M 0.06% +740 Timeline IUSB 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: 61,480 shares; 2025Q2: 37,796 shares; 2025Q3: 35,258 shares; 2025Q4: 29,496 shares; 2026Q1: 26,503 shares; 2026Q2: 26,543 shares 26,543 $1.22M 0.06% +40 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 682 shares; 2024Q4: 721 shares; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 1,058 shares; 2025Q4: 2,560 shares; 2026Q1: 2,783 shares; 2026Q2: 2,845 shares 2,845 $1.21M 0.06% +62 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: 3,676 shares; 2024Q4: 5,400 shares; 2025Q1: 7,011 shares; 2025Q2: 6,155 shares; 2025Q3: 6,839 shares; 2025Q4: 14,700 shares; 2026Q1: 13,698 shares; 2026Q2: 13,322 shares 13,322 $1.21M 0.06% -376 Timeline MUNI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,933 shares 22,933 $1.21M 0.06% 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: 1,153 shares; 2024Q4: 1,244 shares; 2025Q1: 1,383 shares; 2025Q2: 1,682 shares; 2025Q3: 1,657 shares; 2025Q4: 2,986 shares; 2026Q1: 3,359 shares; 2026Q2: 3,328 shares 3,328 $1.21M 0.06% -31 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 41,316 shares; 2026Q1: 42,016 shares; 2026Q2: 42,606 shares 42,606 $1.2M 0.06% +590 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: 1,975 shares; 2024Q4: 2,053 shares; 2025Q1: 5,917 shares; 2025Q2: 5,227 shares; 2025Q3: 5,166 shares; 2025Q4: 5,932 shares; 2026Q1: 5,477 shares; 2026Q2: 5,422 shares 5,422 $1.19M 0.06% -55 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: 597 shares; 2024Q4: 999 shares; 2025Q1: 1,497 shares; 2025Q2: 1,020 shares; 2025Q3: 1,001 shares; 2025Q4: 1,068 shares; 2026Q1: 1,303 shares; 2026Q2: 1,209 shares 1,209 $1.18M 0.06% -94 Timeline PPA 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: 4,836 shares; 2025Q1: 7,228 shares; 2025Q2: 8,170 shares; 2025Q3: 8,935 shares; 2025Q4: 8,214 shares; 2026Q1: 7,814 shares; 2026Q2: 6,665 shares 6,665 $1.18M 0.06% -1,149 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,729 shares; 2026Q1: 2,729 shares; 2026Q2: 2,729 shares 2,729 $1.16M 0.06% 0 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,112 shares; 2024Q4: 12,576 shares; 2025Q1: 18,494 shares; 2025Q2: 17,046 shares; 2025Q3: 17,663 shares; 2025Q4: 17,783 shares; 2026Q1: 18,057 shares; 2026Q2: 18,281 shares 18,281 $1.16M 0.06% +224 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: 8,520 shares; 2024Q4: 8,545 shares; 2025Q1: 8,591 shares; 2025Q2: 8,614 shares; 2025Q3: 8,633 shares; 2025Q4: 8,645 shares; 2026Q1: 8,812 shares; 2026Q2: 8,998 shares 8,998 $1.15M 0.06% +186 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: 3,300 shares; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 16,639 shares; 2026Q1: 14,958 shares; 2026Q2: 14,622 shares 14,622 $1.14M 0.06% -336 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,948 shares; 2025Q3: 4,026 shares; 2025Q4: 4,098 shares; 2026Q1: 4,262 shares; 2026Q2: 4,335 shares 4,335 $1.13M 0.06% +73 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: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 7,234 shares; 2025Q2: 7,289 shares; 2025Q3: 7,175 shares; 2025Q4: 7,175 shares; 2026Q1: 7,220 shares; 2026Q2: 7,220 shares 7,220 $1.13M 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,556 shares; 2025Q2: 2,515 shares; 2025Q3: 2,619 shares; 2025Q4: 6,148 shares; 2026Q1: 7,981 shares; 2026Q2: 7,879 shares 7,879 $1.13M 0.06% -102 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 1,890 shares; 2025Q1: 1,581 shares; 2025Q2: 2,155 shares; 2025Q3: 3,171 shares; 2025Q4: 2,910 shares; 2026Q1: 5,172 shares; 2026Q2: 6,885 shares 6,885 $1.13M 0.06% +1,713 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,644 shares; 2026Q1: 25,965 shares; 2026Q2: 24,283 shares 24,283 $1.12M 0.06% -1,682 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 53,012 shares; 2025Q1: 54,065 shares; 2025Q2: 55,271 shares; 2025Q3: 55,467 shares; 2025Q4: 56,068 shares; 2026Q1: 36,583 shares; 2026Q2: 36,975 shares 36,975 $1.12M 0.06% +392 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,703 shares; 2024Q4: 1,443 shares; 2025Q1: 1,497 shares; 2025Q2: 1,513 shares; 2025Q3: 1,607 shares; 2025Q4: 1,649 shares; 2026Q1: 3,014 shares; 2026Q2: 2,987 shares 2,987 $1.12M 0.06% -27 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,996 shares; 2024Q4: 25,094 shares; 2025Q1: 25,199 shares; 2025Q2: 25,306 shares; 2025Q3: 25,306 shares; 2025Q4: 25,306 shares; 2026Q1: 25,398 shares; 2026Q2: 25,417 shares 25,417 $1.11M 0.05% +19 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,884 shares; 2026Q2: 3,691 shares 3,691 $1.1M 0.05% +807 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,034 shares; 2024Q4: 3,071 shares; 2025Q1: 5,784 shares; 2025Q2: 4,280 shares; 2025Q3: 2,549 shares; 2025Q4: 4,876 shares; 2026Q1: 10,750 shares; 2026Q2: 11,898 shares 11,898 $1.09M 0.05% +1,148 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,841 shares; 2025Q2: 5,917 shares; 2025Q3: 5,706 shares; 2025Q4: 7,297 shares; 2026Q1: 7,340 shares; 2026Q2: 7,345 shares 7,345 $1.07M 0.05% +5 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 9,171 shares; 2025Q1: 9,617 shares; 2025Q2: 9,851 shares; 2025Q3: 10,032 shares; 2025Q4: 10,207 shares; 2026Q1: 10,021 shares; 2026Q2: 10,109 shares 10,109 $1.06M 0.05% +88 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: 1,817 shares; 2024Q4: 1,919 shares; 2025Q1: 1,858 shares; 2025Q2: 2,060 shares; 2025Q3: 1,974 shares; 2025Q4: 2,401 shares; 2026Q1: 3,222 shares; 2026Q2: 3,544 shares 3,544 $1.06M 0.05% +322 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: 2,893 shares; 2024Q4: 2,885 shares; 2025Q1: 2,914 shares; 2025Q2: 2,930 shares; 2025Q3: 2,974 shares; 2025Q4: 4,078 shares; 2026Q1: 5,607 shares; 2026Q2: 4,817 shares 4,817 $1.05M 0.05% -790 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,840 shares; 2024Q4: 4,204 shares; 2025Q1: 3,792 shares; 2025Q2: 6,600 shares; 2025Q3: 9,169 shares; 2025Q4: 11,086 shares; 2026Q1: 12,047 shares; 2026Q2: 11,953 shares 11,953 $1.05M 0.05% -94 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,924 shares; 2025Q2: 3,451 shares; 2025Q3: 4,160 shares; 2025Q4: 11,010 shares; 2026Q1: 11,092 shares; 2026Q2: 11,325 shares 11,325 $1.04M 0.05% +233 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,627 shares; 2025Q1: 2,870 shares; 2025Q2: 4,366 shares; 2025Q3: 5,908 shares; 2025Q4: 7,138 shares; 2026Q1: 7,490 shares; 2026Q2: 7,588 shares 7,588 $1.04M 0.05% +98 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: 2,330 shares; 2024Q4: 3,113 shares; 2025Q1: 3,305 shares; 2025Q2: 3,831 shares; 2025Q3: 4,528 shares; 2025Q4: 4,439 shares; 2026Q1: 5,136 shares; 2026Q2: 4,687 shares 4,687 $1.03M 0.05% -449 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 3,782 shares; 2025Q1: 4,468 shares; 2025Q2: 5,469 shares; 2025Q3: 6,609 shares; 2025Q4: 7,560 shares; 2026Q1: 8,187 shares; 2026Q2: 8,130 shares 8,130 $1.03M 0.05% -57 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: 1,183 shares; 2026Q1: 1,415 shares; 2026Q2: 1,426 shares 1,426 $1.02M 0.05% +11 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: 2,967 shares; 2024Q4: 3,105 shares; 2025Q1: 3,670 shares; 2025Q2: 3,684 shares; 2025Q3: 4,293 shares; 2025Q4: 5,171 shares; 2026Q1: 15,912 shares; 2026Q2: 12,961 shares 12,961 $1.01M 0.05% -2,951 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,521 shares; 2025Q3: 3,774 shares; 2025Q4: 6,513 shares; 2026Q1: 4,920 shares; 2026Q2: 5,029 shares 5,029 $1.01M 0.05% +109 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: 16,096 shares; 2024Q4: 16,377 shares; 2025Q1: 20,693 shares; 2025Q2: 17,109 shares; 2025Q3: 22,674 shares; 2025Q4: 34,276 shares; 2026Q1: 43,790 shares; 2026Q2: 41,748 shares 41,748 $1.01M 0.05% -2,042 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,588 shares; 2025Q3: 2,454 shares; 2025Q4: 3,479 shares; 2026Q1: 4,301 shares; 2026Q2: 4,639 shares 4,639 $1M 0.05% +338 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,250 shares; 2026Q1: 37,950 shares; 2026Q2: 37,950 shares 37,950 $1M 0.05% 0 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,100 shares; 2024Q4: 31,100 shares; 2025Q1: 31,100 shares; 2025Q2: 31,100 shares; 2025Q3: 31,100 shares; 2025Q4: 31,079 shares; 2026Q1: 31,089 shares; 2026Q2: 31,089 shares 31,089 $995K 0.05% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: 3,142 shares; 2025Q4: 5,930 shares; 2026Q1: 8,201 shares; 2026Q2: 13,689 shares 13,689 $988K 0.05% +5,488 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: 1,790 shares; 2024Q4: 1,777 shares; 2025Q1: 1,810 shares; 2025Q2: 3,109 shares; 2025Q3: 4,000 shares; 2025Q4: 3,699 shares; 2026Q1: 4,676 shares; 2026Q2: 6,060 shares 6,060 $987K 0.05% +1,384 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: 4,946 shares; 2026Q1: 8,645 shares; 2026Q2: 10,510 shares 10,510 $984K 0.05% +1,865 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,069 shares; 2024Q4: 24,833 shares; 2025Q1: 36,472 shares; 2025Q2: 34,759 shares; 2025Q3: 37,446 shares; 2025Q4: 40,931 shares; 2026Q1: 43,941 shares; 2026Q2: 48,834 shares 48,834 $971K 0.05% +4,893 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: 1,639 shares; 2025Q4: 2,134 shares; 2026Q1: 3,587 shares; 2026Q2: 3,794 shares 3,794 $971K 0.05% +207 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,965 shares; 2024Q4: 5,774 shares; 2025Q1: 9,542 shares; 2025Q2: 4,363 shares; 2025Q3: 5,936 shares; 2025Q4: 8,731 shares; 2026Q1: 13,913 shares; 2026Q2: 12,427 shares 12,427 $964K 0.05% -1,486 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: 14,947 shares; 2024Q4: 14,947 shares; 2025Q1: 14,947 shares; 2025Q2: 14,947 shares; 2025Q3: 14,947 shares; 2025Q4: 16,954 shares; 2026Q1: 17,739 shares; 2026Q2: 17,889 shares 17,889 $957K 0.05% +150 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares; 2026Q1: 2,855 shares; 2026Q2: 2,537 shares 2,537 $940K 0.05% -318 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 139,747 shares; 2025Q1: 110,088 shares; 2025Q2: 13,103 shares; 2025Q3: 5,986 shares; 2025Q4: 5,597 shares; 2026Q1: 4,949 shares; 2026Q2: 4,943 shares 4,943 $940K 0.05% -6 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: 861 shares; 2024Q4: 1,436 shares; 2025Q1: 2,365 shares; 2025Q2: 3,179 shares; 2025Q3: 2,528 shares; 2025Q4: 1,941 shares; 2026Q1: 2,299 shares; 2026Q2: 4,189 shares 4,189 $938K 0.05% +1,890 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 467 shares; 2026Q1: 796 shares; 2026Q2: 820 shares 820 $929K 0.05% +24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,880 shares; 2026Q2: 16,068 shares 16,068 $927K 0.05% +11,188 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: 585 shares; 2025Q4: 606 shares; 2026Q1: 1,801 shares; 2026Q2: 1,831 shares 1,831 $907K 0.04% +30 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: 867 shares; 2024Q4: 1,022 shares; 2025Q1: 1,561 shares; 2025Q2: 528 shares; 2025Q3: 1,379 shares; 2025Q4: 1,727 shares; 2026Q1: 1,962 shares; 2026Q2: 1,796 shares 1,796 $901K 0.04% -166 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,367 shares; 2024Q4: not reported; 2025Q1: 4,186 shares; 2025Q2: 4,288 shares; 2025Q3: 4,562 shares; 2025Q4: 5,234 shares; 2026Q1: 12,784 shares; 2026Q2: 15,455 shares 15,455 $894K 0.04% +2,671 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,766 shares; 2024Q4: 4,712 shares; 2025Q1: 4,641 shares; 2025Q2: 4,124 shares; 2025Q3: 3,985 shares; 2025Q4: 3,986 shares; 2026Q1: 3,982 shares; 2026Q2: 4,016 shares 4,016 $888K 0.04% +34 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,848 shares; 2024Q4: 48,693 shares; 2025Q1: 88,485 shares; 2025Q2: 31,890 shares; 2025Q3: 42,417 shares; 2025Q4: 54,823 shares; 2026Q1: 58,938 shares; 2026Q2: 58,835 shares 58,835 $885K 0.04% -103 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,686 shares; 2025Q2: 2,585 shares; 2025Q3: 3,097 shares; 2025Q4: 3,213 shares; 2026Q1: 4,589 shares; 2026Q2: 5,181 shares 5,181 $880K 0.04% +592 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: 1,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,879 shares; 2025Q3: 2,963 shares; 2025Q4: 3,171 shares; 2026Q1: 3,357 shares; 2026Q2: 3,432 shares 3,432 $878K 0.04% +75 Timeline TAXF 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: 18,234 shares; 2026Q1: 18,234 shares; 2026Q2: 17,234 shares 17,234 $876K 0.04% -1,000 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: 754 shares; 2026Q1: 839 shares; 2026Q2: 907 shares 907 $875K 0.04% +68 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,697 shares; 2025Q3: 3,408 shares; 2025Q4: 3,561 shares; 2026Q1: 4,791 shares; 2026Q2: 5,664 shares 5,664 $870K 0.04% +873 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 420 shares; 2024Q4: 527 shares; 2025Q1: 610 shares; 2025Q2: 1,042 shares; 2025Q3: 643 shares; 2025Q4: 1,072 shares; 2026Q1: 1,600 shares; 2026Q2: 1,701 shares 1,701 $867K 0.04% +101 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,369 shares; 2025Q1: 1,536 shares; 2025Q2: 1,223 shares; 2025Q3: 1,309 shares; 2025Q4: 2,179 shares; 2026Q1: 2,656 shares; 2026Q2: 2,756 shares 2,756 $863K 0.04% +100 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,595 shares; 2024Q4: 12,468 shares; 2025Q1: 13,394 shares; 2025Q2: 13,491 shares; 2025Q3: 13,186 shares; 2025Q4: 22,279 shares; 2026Q1: 21,893 shares; 2026Q2: 21,260 shares 21,260 $861K 0.04% -633 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,649 shares; 2026Q2: 5,235 shares 5,235 $860K 0.04% +2,586 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: 4,946 shares; 2025Q1: 5,147 shares; 2025Q2: 3,738 shares; 2025Q3: 3,677 shares; 2025Q4: 3,592 shares; 2026Q1: 3,720 shares; 2026Q2: 3,771 shares 3,771 $856K 0.04% +51 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: 938 shares; 2024Q4: 408 shares; 2025Q1: 485 shares; 2025Q2: 621 shares; 2025Q3: 479 shares; 2025Q4: 754 shares; 2026Q1: 771 shares; 2026Q2: 7,083 shares 7,083 $847K 0.04% +6,312 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 2,553 shares; 2025Q4: 5,385 shares; 2026Q1: 6,379 shares; 2026Q2: 6,699 shares 6,699 $846K 0.04% +320 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: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 526 shares; 2025Q3: 697 shares; 2025Q4: 786 shares; 2026Q1: 1,439 shares; 2026Q2: 1,593 shares 1,593 $827K 0.04% +154 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: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: 7,308 shares; 2025Q2: 7,324 shares; 2025Q3: 7,290 shares; 2025Q4: 7,306 shares; 2026Q1: 7,916 shares; 2026Q2: 7,912 shares 7,912 $822K 0.04% -4 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,844 shares; 2024Q4: 29,855 shares; 2025Q1: 29,054 shares; 2025Q2: not reported; 2025Q3: 10,772 shares; 2025Q4: 12,852 shares; 2026Q1: 16,572 shares; 2026Q2: 18,212 shares 18,212 $822K 0.04% +1,640 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: 974 shares; 2024Q4: 1,075 shares; 2025Q1: 1,240 shares; 2025Q2: 1,478 shares; 2025Q3: 1,549 shares; 2025Q4: 2,212 shares; 2026Q1: 2,264 shares; 2026Q2: 2,473 shares 2,473 $816K 0.04% +209 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,026 shares; 2024Q4: not reported; 2025Q1: 23,196 shares; 2025Q2: 22,584 shares; 2025Q3: 22,047 shares; 2025Q4: 23,610 shares; 2026Q1: 25,988 shares; 2026Q2: 29,681 shares 29,681 $808K 0.04% +3,693 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,641 shares; 2024Q4: 13,002 shares; 2025Q1: 19,077 shares; 2025Q2: 22,123 shares; 2025Q3: 22,870 shares; 2025Q4: 23,240 shares; 2026Q1: 24,067 shares; 2026Q2: 25,101 shares 25,101 $788K 0.04% +1,034 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,336 shares; 2026Q1: 29,594 shares; 2026Q2: 47,107 shares 47,107 $784K 0.04% +17,513 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 6,005 shares; 2025Q1: 8,200 shares; 2025Q2: not reported; 2025Q3: 5,637 shares; 2025Q4: 7,466 shares; 2026Q1: 8,972 shares; 2026Q2: 9,380 shares 9,380 $781K 0.04% +408 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,957 shares; 2026Q1: 8,004 shares; 2026Q2: 11,286 shares 11,286 $774K 0.04% +3,282 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,128 shares; 2026Q1: 3,510 shares; 2026Q2: 3,620 shares 3,620 $771K 0.04% +110 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,941 shares; 2024Q4: 19,138 shares; 2025Q1: 25,008 shares; 2025Q2: 23,761 shares; 2025Q3: 24,114 shares; 2025Q4: 24,313 shares; 2026Q1: 22,635 shares; 2026Q2: 22,838 shares 22,838 $771K 0.04% +203 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,187 shares; 2024Q4: 27,322 shares; 2025Q1: 38,002 shares; 2025Q2: 40,396 shares; 2025Q3: 43,837 shares; 2025Q4: 48,332 shares; 2026Q1: 48,986 shares; 2026Q2: 55,854 shares 55,854 $771K 0.04% +6,868 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 756 shares; 2025Q2: 823 shares; 2025Q3: 717 shares; 2025Q4: 3,114 shares; 2026Q1: 3,348 shares; 2026Q2: 3,350 shares 3,350 $769K 0.04% +2 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: 1,148 shares; 2026Q2: 1,188 shares 1,188 $759K 0.04% +40 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,442 shares; 2024Q4: 4,518 shares; 2025Q1: 6,281 shares; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 4,242 shares; 2026Q1: 7,540 shares; 2026Q2: 7,986 shares 7,986 $758K 0.04% +446 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,404 shares; 2024Q4: 17,750 shares; 2025Q1: 21,436 shares; 2025Q2: 24,425 shares; 2025Q3: 25,403 shares; 2025Q4: 28,931 shares; 2026Q1: 29,887 shares; 2026Q2: 30,113 shares 30,113 $755K 0.04% +226 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY 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: 3,778 shares; 2026Q1: 4,899 shares; 2026Q2: 6,326 shares 6,326 $754K 0.04% +1,427 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: 4,318 shares; 2025Q3: 4,997 shares; 2025Q4: 5,224 shares; 2026Q1: 5,789 shares; 2026Q2: 7,284 shares 7,284 $754K 0.04% +1,495 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,011 shares; 2026Q2: 11,950 shares 11,950 $752K 0.04% +3,939 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,951 shares; 2025Q2: 4,757 shares; 2025Q3: 8,266 shares; 2025Q4: 9,835 shares; 2026Q1: 12,836 shares; 2026Q2: 13,834 shares 13,834 $750K 0.04% +998 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,278 shares; 2026Q1: 9,904 shares; 2026Q2: 9,045 shares 9,045 $748K 0.04% -859 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,657 shares; 2026Q1: 11,697 shares; 2026Q2: 45,594 shares 45,594 $747K 0.04% +33,897 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,907 shares; 2024Q4: 3,945 shares; 2025Q1: 4,227 shares; 2025Q2: 3,263 shares; 2025Q3: 3,551 shares; 2025Q4: 3,960 shares; 2026Q1: 5,367 shares; 2026Q2: 4,768 shares 4,768 $747K 0.04% -599 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 88 shares; 2025Q2: 94 shares; 2025Q3: 101 shares; 2025Q4: 112 shares; 2026Q1: 152 shares; 2026Q2: 4,159 shares 4,159 $741K 0.04% +4,007 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,445 shares; 2024Q4: 5,463 shares; 2025Q1: 5,811 shares; 2025Q2: 6,125 shares; 2025Q3: 6,198 shares; 2025Q4: 6,308 shares; 2026Q1: 6,378 shares; 2026Q2: 6,329 shares 6,329 $741K 0.04% -49 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: 1,053 shares; 2024Q4: 1,257 shares; 2025Q1: 1,674 shares; 2025Q2: 1,472 shares; 2025Q3: 1,504 shares; 2025Q4: 1,907 shares; 2026Q1: 1,789 shares; 2026Q2: 1,818 shares 1,818 $741K 0.04% +29 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 513 shares; 2026Q1: not reported; 2026Q2: 1,861 shares 1,861 $738K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: 10,635 shares; 2026Q1: 10,437 shares; 2026Q2: 10,385 shares 10,385 $732K 0.04% -52 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,051 shares; 2024Q4: 8,075 shares; 2025Q1: 8,791 shares; 2025Q2: 13,523 shares; 2025Q3: 14,296 shares; 2025Q4: 14,113 shares; 2026Q1: 15,347 shares; 2026Q2: 15,410 shares 15,410 $732K 0.04% +63 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,889 shares; 2026Q1: 3,470 shares; 2026Q2: 4,311 shares 4,311 $731K 0.04% +841 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,450 shares; 2025Q2: 21,450 shares; 2025Q3: 21,450 shares; 2025Q4: 22,907 shares; 2026Q1: 22,907 shares; 2026Q2: 20,456 shares 20,456 $729K 0.04% -2,451 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 771 shares; 2025Q3: 849 shares; 2025Q4: 1,049 shares; 2026Q1: 1,727 shares; 2026Q2: 1,938 shares 1,938 $727K 0.04% +211 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: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,457 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,943 shares; 2026Q1: 1,982 shares; 2026Q2: 1,975 shares 1,975 $723K 0.04% -7 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 4,484 shares; 2025Q3: 4,795 shares; 2025Q4: 4,997 shares; 2026Q1: 5,414 shares; 2026Q2: 5,912 shares 5,912 $718K 0.04% +498 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: not reported; 2025Q1: 249 shares; 2025Q2: 361 shares; 2025Q3: 450 shares; 2025Q4: 715 shares; 2026Q1: 705 shares; 2026Q2: 746 shares 746 $717K 0.04% +41 Timeline TFI 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: 6,704 shares; 2025Q3: 17,244 shares; 2025Q4: 17,426 shares; 2026Q1: 15,437 shares; 2026Q2: 15,657 shares 15,657 $717K 0.04% +220 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,484 shares; 2025Q4: 2,496 shares; 2026Q1: 3,887 shares; 2026Q2: 5,230 shares 5,230 $711K 0.04% +1,343 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,225 shares; 2025Q2: 17,046 shares; 2025Q3: 17,046 shares; 2025Q4: 17,259 shares; 2026Q1: 17,259 shares; 2026Q2: 16,996 shares 16,996 $711K 0.04% -263 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,494 shares; 2024Q4: 12,771 shares; 2025Q1: 18,686 shares; 2025Q2: 13,238 shares; 2025Q3: 15,029 shares; 2025Q4: 17,075 shares; 2026Q1: 34,891 shares; 2026Q2: 28,701 shares 28,701 $705K 0.03% -6,190 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,724 shares; 2024Q4: 24,015 shares; 2025Q1: 24,938 shares; 2025Q2: 23,091 shares; 2025Q3: 22,211 shares; 2025Q4: 18,831 shares; 2026Q1: 17,390 shares; 2026Q2: 14,842 shares 14,842 $704K 0.03% -2,548 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,463 shares; 2024Q4: 2,521 shares; 2025Q1: 2,814 shares; 2025Q2: 4,856 shares; 2025Q3: 5,154 shares; 2025Q4: 5,749 shares; 2026Q1: 5,968 shares; 2026Q2: 5,959 shares 5,959 $701K 0.03% -9 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,291 shares; 2024Q4: 34,755 shares; 2025Q1: 25,238 shares; 2025Q2: 28,720 shares; 2025Q3: 29,049 shares; 2025Q4: 30,083 shares; 2026Q1: 30,308 shares; 2026Q2: 30,233 shares 30,233 $700K 0.03% -75 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,487 shares; 2026Q1: 24,802 shares; 2026Q2: 37,152 shares 37,152 $690K 0.03% +12,350 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,096 shares; 2024Q4: 7,227 shares; 2025Q1: 11,602 shares; 2025Q2: 11,420 shares; 2025Q3: 11,678 shares; 2025Q4: 11,668 shares; 2026Q1: 11,908 shares; 2026Q2: 11,997 shares 11,997 $689K 0.03% +89 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 632 shares; 2026Q1: 824 shares; 2026Q2: 826 shares 826 $685K 0.03% +2 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 804 shares; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 1,552 shares; 2026Q2: 2,152 shares 2,152 $685K 0.03% +600 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,024 shares; 2025Q3: 3,460 shares; 2025Q4: 4,727 shares; 2026Q1: 5,661 shares; 2026Q2: 5,956 shares 5,956 $684K 0.03% +295 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: 8,599 shares; 2024Q4: 7,313 shares; 2025Q1: 7,501 shares; 2025Q2: 6,150 shares; 2025Q3: 6,313 shares; 2025Q4: 6,176 shares; 2026Q1: 5,811 shares; 2026Q2: 5,728 shares 5,728 $682K 0.03% -83 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,246 shares; 2024Q4: 1,644 shares; 2025Q1: 3,098 shares; 2025Q2: 2,760 shares; 2025Q3: 2,806 shares; 2025Q4: 2,631 shares; 2026Q1: 2,619 shares; 2026Q2: 2,442 shares 2,442 $680K 0.03% -177 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 4,070 shares; 2026Q1: 4,370 shares; 2026Q2: 12,642 shares 12,642 $671K 0.03% +8,272 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: 9,598 shares; 2024Q4: 11,383 shares; 2025Q1: 13,088 shares; 2025Q2: 9,378 shares; 2025Q3: 11,381 shares; 2025Q4: 11,365 shares; 2026Q1: 12,146 shares; 2026Q2: 13,487 shares 13,487 $668K 0.03% +1,341 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: 4,601 shares; 2026Q2: 3,524 shares 3,524 $668K 0.03% -1,077 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,587 shares; 2025Q1: 2,215 shares; 2025Q2: 2,405 shares; 2025Q3: 2,414 shares; 2025Q4: 5,378 shares; 2026Q1: 5,933 shares; 2026Q2: 5,418 shares 5,418 $667K 0.03% -515 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON 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: 14,922 shares; 2026Q1: 19,223 shares; 2026Q2: 19,583 shares 19,583 $665K 0.03% +360 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,326 shares; 2024Q4: 2,792 shares; 2025Q1: 3,728 shares; 2025Q2: 3,030 shares; 2025Q3: 2,490 shares; 2025Q4: 2,484 shares; 2026Q1: 5,574 shares; 2026Q2: 5,992 shares 5,992 $658K 0.03% +418 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,661 shares; 2025Q4: 1,778 shares; 2026Q1: 2,353 shares; 2026Q2: 2,676 shares 2,676 $656K 0.03% +323 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 699 shares; 2025Q4: 741 shares; 2026Q1: 877 shares; 2026Q2: 903 shares 903 $650K 0.03% +26 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,950 shares; 2026Q1: 2,850 shares; 2026Q2: 3,009 shares 3,009 $650K 0.03% +159 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,222 shares; 2025Q3: 4,507 shares; 2025Q4: 4,948 shares; 2026Q1: 8,123 shares; 2026Q2: 8,522 shares 8,522 $648K 0.03% +399 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,143 shares; 2024Q4: 5,318 shares; 2025Q1: 5,277 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares; 2025Q4: 5,325 shares; 2026Q1: 6,895 shares; 2026Q2: 6,708 shares 6,708 $647K 0.03% -187 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,560 shares; 2025Q4: 1,663 shares; 2026Q1: 2,373 shares; 2026Q2: 2,392 shares 2,392 $647K 0.03% +19 Timeline PRF 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: 8,855 shares; 2024Q4: 8,861 shares; 2025Q1: 8,866 shares; 2025Q2: 8,870 shares; 2025Q3: 8,875 shares; 2025Q4: 11,955 shares; 2026Q1: 11,959 shares; 2026Q2: 11,963 shares 11,963 $646K 0.03% +4 Timeline ITB 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: 2,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,610 shares; 2026Q1: 5,624 shares; 2026Q2: 6,117 shares 6,117 $639K 0.03% +493 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: 77,411 shares; 2024Q4: 73,027 shares; 2025Q1: 109,587 shares; 2025Q2: 97,473 shares; 2025Q3: 101,657 shares; 2025Q4: 102,533 shares; 2026Q1: 103,072 shares; 2026Q2: 108,247 shares 108,247 $631K 0.03% +5,175 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,167 shares; 2025Q4: 7,917 shares; 2026Q1: 9,258 shares; 2026Q2: 10,095 shares 10,095 $625K 0.03% +837 Timeline MBB 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: 9,223 shares; 2025Q2: 7,096 shares; 2025Q3: 6,781 shares; 2025Q4: 5,472 shares; 2026Q1: not reported; 2026Q2: 6,580 shares 6,580 $622K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,856 shares; 2026Q2: 1,852 shares 1,852 $620K 0.03% -4 Timeline XLC 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: 2,393 shares; 2026Q1: 2,552 shares; 2026Q2: 5,784 shares 5,784 $620K 0.03% +3,232 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,220 shares; 2026Q1: 6,720 shares; 2026Q2: 6,720 shares 6,720 $618K 0.03% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,051 shares; 2024Q4: 15,232 shares; 2025Q1: 18,615 shares; 2025Q2: 18,669 shares; 2025Q3: 20,019 shares; 2025Q4: 20,605 shares; 2026Q1: 20,730 shares; 2026Q2: 22,816 shares 22,816 $613K 0.03% +2,086 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,721 shares; 2025Q4: 1,788 shares; 2026Q1: 3,630 shares; 2026Q2: 3,593 shares 3,593 $607K 0.03% -37 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: 797 shares; 2024Q4: 866 shares; 2025Q1: 1,008 shares; 2025Q2: 1,105 shares; 2025Q3: 977 shares; 2025Q4: 1,862 shares; 2026Q1: 1,903 shares; 2026Q2: 1,772 shares 1,772 $604K 0.03% -131 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,210 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares; 2025Q2: 6,265 shares; 2025Q3: 6,265 shares; 2025Q4: 6,275 shares; 2026Q1: 6,547 shares; 2026Q2: 6,743 shares 6,743 $601K 0.03% +196 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: 6,616 shares; 2024Q4: 6,367 shares; 2025Q1: 5,642 shares; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 6,731 shares; 2026Q1: 9,503 shares; 2026Q2: 9,913 shares 9,913 $599K 0.03% +410 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,947 shares; 2024Q4: 3,502 shares; 2025Q1: 4,553 shares; 2025Q2: 4,364 shares; 2025Q3: 4,705 shares; 2025Q4: 5,704 shares; 2026Q1: 5,613 shares; 2026Q2: 5,236 shares 5,236 $598K 0.03% -377 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 1,833 shares; 2025Q2: 1,252 shares; 2025Q3: 1,317 shares; 2025Q4: 1,407 shares; 2026Q1: 1,458 shares; 2026Q2: 1,519 shares 1,519 $592K 0.03% +61 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: 353 shares; 2024Q4: 453 shares; 2025Q1: 412 shares; 2025Q2: 727 shares; 2025Q3: 585 shares; 2025Q4: 4,304 shares; 2026Q1: 5,362 shares; 2026Q2: 5,955 shares 5,955 $591K 0.03% +593 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: 6,786 shares; 2024Q4: 7,086 shares; 2025Q1: 7,039 shares; 2025Q2: 8,338 shares; 2025Q3: 8,564 shares; 2025Q4: 12,830 shares; 2026Q1: 12,393 shares; 2026Q2: 11,841 shares 11,841 $590K 0.03% -552 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,539 shares; 2025Q1: 30,658 shares; 2025Q2: 28,187 shares; 2025Q3: 28,032 shares; 2025Q4: 27,877 shares; 2026Q1: 27,762 shares; 2026Q2: 27,349 shares 27,349 $586K 0.03% -413 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: 3,764 shares; 2024Q4: 4,161 shares; 2025Q1: 4,875 shares; 2025Q2: 3,826 shares; 2025Q3: 4,358 shares; 2025Q4: 5,080 shares; 2026Q1: 4,793 shares; 2026Q2: 4,909 shares 4,909 $576K 0.03% +116 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: not reported; 2025Q4: 1,023 shares; 2026Q1: 1,757 shares; 2026Q2: 2,082 shares 2,082 $574K 0.03% +325 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,658 shares; 2026Q1: 26,685 shares; 2026Q2: 29,236 shares 29,236 $573K 0.03% +2,551 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,906 shares; 2025Q4: 6,510 shares; 2026Q1: 6,406 shares; 2026Q2: 8,395 shares 8,395 $573K 0.03% +1,989 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,178 shares; 2025Q2: 1,189 shares; 2025Q3: 1,160 shares; 2025Q4: 840 shares; 2026Q1: 1,789 shares; 2026Q2: 1,651 shares 1,651 $566K 0.03% -138 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,718 shares; 2026Q1: 5,135 shares; 2026Q2: 5,240 shares 5,240 $565K 0.03% +105 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,271 shares; 2025Q3: 8,045 shares; 2025Q4: 10,454 shares; 2026Q1: 12,209 shares; 2026Q2: 12,110 shares 12,110 $563K 0.03% -99 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,183 shares; 2024Q4: 3,205 shares; 2025Q1: 9,412 shares; 2025Q2: 7,148 shares; 2025Q3: 6,128 shares; 2025Q4: 4,446 shares; 2026Q1: 4,544 shares; 2026Q2: 4,523 shares 4,523 $563K 0.03% -21 Timeline IAI 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: 3,612 shares; 2025Q1: 5,768 shares; 2025Q2: 5,481 shares; 2025Q3: 5,462 shares; 2025Q4: 4,760 shares; 2026Q1: 4,076 shares; 2026Q2: 3,205 shares 3,205 $562K 0.03% -871 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,974 shares; 2026Q2: 2,512 shares 2,512 $562K 0.03% +538 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: 2,473 shares 2,473 $554K 0.03% new Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,537 shares 5,537 $552K 0.03% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,661 shares; 2026Q1: 24,439 shares; 2026Q2: 26,901 shares 26,901 $548K 0.03% +2,462 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 6,298 shares; 2025Q4: 7,726 shares; 2026Q1: 6,731 shares; 2026Q2: 6,813 shares 6,813 $547K 0.03% +82 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 3,366 shares; 2025Q4: 6,101 shares; 2026Q1: 6,254 shares; 2026Q2: 5,932 shares 5,932 $546K 0.03% -322 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: 2,467 shares 2,467 $545K 0.03% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,839 shares; 2025Q2: 2,350 shares; 2025Q3: not reported; 2025Q4: 5,420 shares; 2026Q1: 6,279 shares; 2026Q2: 6,308 shares 6,308 $545K 0.03% +29 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS 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: 6,774 shares; 2026Q2: 7,305 shares 7,305 $543K 0.03% +531 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: 982 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 1,058 shares; 2025Q3: 986 shares; 2025Q4: 1,030 shares; 2026Q1: 1,042 shares; 2026Q2: 1,030 shares 1,030 $538K 0.03% -12 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: 2,637 shares; 2025Q2: 2,416 shares; 2025Q3: 2,999 shares; 2025Q4: 3,972 shares; 2026Q1: 4,125 shares; 2026Q2: 3,713 shares 3,713 $537K 0.03% -412 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,821 shares; 2024Q4: 27,478 shares; 2025Q1: 55,116 shares; 2025Q2: 41,172 shares; 2025Q3: 43,317 shares; 2025Q4: 44,646 shares; 2026Q1: 40,914 shares; 2026Q2: 40,416 shares 40,416 $535K 0.03% -498 Timeline IOO 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: 3,800 shares; 2026Q1: 3,888 shares; 2026Q2: 3,890 shares 3,890 $531K 0.03% +2 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,069 shares; 2026Q1: 7,026 shares; 2026Q2: 10,922 shares 10,922 $529K 0.03% +3,896 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,957 shares; 2024Q4: 4,133 shares; 2025Q1: 6,582 shares; 2025Q2: 4,827 shares; 2025Q3: 4,882 shares; 2025Q4: 4,882 shares; 2026Q1: 4,754 shares; 2026Q2: 4,689 shares 4,689 $525K 0.03% -65 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,537 shares; 2026Q1: 6,215 shares; 2026Q2: 6,027 shares 6,027 $524K 0.03% -188 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,795 shares; 2024Q4: 14,256 shares; 2025Q1: 20,697 shares; 2025Q2: 15,891 shares; 2025Q3: 16,517 shares; 2025Q4: 17,322 shares; 2026Q1: 19,394 shares; 2026Q2: 22,214 shares 22,214 $524K 0.03% +2,820 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: 1,112 shares; 2024Q4: 1,607 shares; 2025Q1: 1,640 shares; 2025Q2: 2,566 shares; 2025Q3: 1,689 shares; 2025Q4: 4,729 shares; 2026Q1: 3,097 shares; 2026Q2: 4,202 shares 4,202 $523K 0.03% +1,105 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,552 shares; 2024Q4: 15,632 shares; 2025Q1: 14,045 shares; 2025Q2: 13,596 shares; 2025Q3: 12,003 shares; 2025Q4: 10,939 shares; 2026Q1: 10,322 shares; 2026Q2: 10,299 shares 10,299 $521K 0.03% -23 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: 2,682 shares; 2024Q4: 3,195 shares; 2025Q1: 3,803 shares; 2025Q2: 3,630 shares; 2025Q3: 3,496 shares; 2025Q4: 3,623 shares; 2026Q1: 3,370 shares; 2026Q2: 3,203 shares 3,203 $519K 0.03% -167 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: not reported; 2025Q3: 14,301 shares; 2025Q4: 23,083 shares; 2026Q1: 39,987 shares; 2026Q2: 37,293 shares 37,293 $518K 0.03% -2,694 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,034 shares; 2026Q1: 6,327 shares; 2026Q2: 6,915 shares 6,915 $515K 0.03% +588 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 1,251 shares; 2025Q4: 1,498 shares; 2026Q1: 3,684 shares; 2026Q2: 3,506 shares 3,506 $512K 0.03% -178 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,028 shares; 2024Q4: 12,917 shares; 2025Q1: 26,834 shares; 2025Q2: 38,549 shares; 2025Q3: 38,800 shares; 2025Q4: 39,645 shares; 2026Q1: 39,386 shares; 2026Q2: 38,510 shares 38,510 $507K 0.03% -876 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,794 shares; 2024Q4: 8,941 shares; 2025Q1: 8,886 shares; 2025Q2: 7,661 shares; 2025Q3: 7,479 shares; 2025Q4: 7,532 shares; 2026Q1: 9,017 shares; 2026Q2: 8,987 shares 8,987 $507K 0.03% -30 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,042 shares; 2026Q1: 6,489 shares; 2026Q2: 7,003 shares 7,003 $506K 0.03% +514 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 870 shares; 2025Q4: 1,438 shares; 2026Q1: 1,716 shares; 2026Q2: 1,290 shares 1,290 $503K 0.02% -426 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 883 shares; 2026Q2: 871 shares 871 $502K 0.02% -12 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 4,389 shares; 2026Q2: 6,568 shares 6,568 $502K 0.02% +2,179 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,591 shares; 2026Q2: 2,782 shares 2,782 $500K 0.02% +191 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,787 shares; 2024Q4: 1,393 shares; 2025Q1: 1,887 shares; 2025Q2: 2,249 shares; 2025Q3: 2,898 shares; 2025Q4: 2,889 shares; 2026Q1: 2,693 shares; 2026Q2: 2,608 shares 2,608 $497K 0.02% -85 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; 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: 13,207 shares; 2026Q1: 8,573 shares; 2026Q2: 12,694 shares 12,694 $492K 0.02% +4,121 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,376 shares; 2026Q1: 3,692 shares; 2026Q2: 4,563 shares 4,563 $491K 0.02% +871 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,389 shares; 2025Q2: 5,056 shares; 2025Q3: 7,658 shares; 2025Q4: 6,131 shares; 2026Q1: 12,445 shares; 2026Q2: 15,363 shares 15,363 $487K 0.02% +2,918 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: 945 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 910 shares; 2025Q3: 916 shares; 2025Q4: 917 shares; 2026Q1: 1,999 shares; 2026Q2: 5,525 shares 5,525 $486K 0.02% +3,526 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 1,110 shares; 2025Q4: 1,150 shares; 2026Q1: 1,241 shares; 2026Q2: 1,260 shares 1,260 $486K 0.02% +19 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,273 shares; 2025Q4: 3,428 shares; 2026Q1: 4,113 shares; 2026Q2: 4,150 shares 4,150 $485K 0.02% +37 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 4,774 shares 4,774 $480K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,903 shares; 2025Q4: 3,508 shares; 2026Q1: 4,563 shares; 2026Q2: 5,140 shares 5,140 $480K 0.02% +577 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,268 shares; 2025Q3: 12,430 shares; 2025Q4: 14,776 shares; 2026Q1: 12,109 shares; 2026Q2: 9,163 shares 9,163 $478K 0.02% -2,946 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 1,931 shares; 2025Q3: 2,089 shares; 2025Q4: 3,525 shares; 2026Q1: 3,772 shares; 2026Q2: 3,591 shares 3,591 $476K 0.02% -181 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 1,961 shares; 2026Q1: 1,945 shares; 2026Q2: 2,000 shares 2,000 $475K 0.02% +55 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 2,458 shares; 2025Q3: 3,348 shares; 2025Q4: 4,303 shares; 2026Q1: 3,393 shares; 2026Q2: 3,472 shares 3,472 $468K 0.02% +79 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,620 shares; 2026Q1: 7,741 shares; 2026Q2: 7,726 shares 7,726 $464K 0.02% -15 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,777 shares; 2024Q4: 12,944 shares; 2025Q1: 13,518 shares; 2025Q2: 14,051 shares; 2025Q3: 14,153 shares; 2025Q4: 12,251 shares; 2026Q1: 12,281 shares; 2026Q2: 9,656 shares 9,656 $458K 0.02% -2,625 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 3,177 shares; 2025Q4: not reported; 2026Q1: 3,712 shares; 2026Q2: 3,515 shares 3,515 $456K 0.02% -197 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,152 shares; 2025Q2: 11,969 shares; 2025Q3: 12,725 shares; 2025Q4: 13,272 shares; 2026Q1: 13,654 shares; 2026Q2: 13,554 shares 13,554 $455K 0.02% -100 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,691 shares; 2025Q4: not reported; 2026Q1: 3,336 shares; 2026Q2: 3,455 shares 3,455 $455K 0.02% +119 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS 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: 1,742 shares; 2026Q1: 2,875 shares; 2026Q2: 2,832 shares 2,832 $453K 0.02% -43 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,438 shares 7,438 $448K 0.02% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,352 shares; 2025Q1: 19,568 shares; 2025Q2: 19,066 shares; 2025Q3: 18,898 shares; 2025Q4: 18,841 shares; 2026Q1: 18,973 shares; 2026Q2: 18,973 shares 18,973 $448K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,937 shares; 2026Q1: 6,017 shares; 2026Q2: 5,826 shares 5,826 $447K 0.02% -191 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares; 2025Q4: 3,993 shares; 2026Q1: 4,264 shares; 2026Q2: 4,647 shares 4,647 $447K 0.02% +383 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,617 shares; 2025Q2: 3,666 shares; 2025Q3: 3,669 shares; 2025Q4: 3,672 shares; 2026Q1: 3,459 shares; 2026Q2: 3,377 shares 3,377 $447K 0.02% -82 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE 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: 2,934 shares; 2026Q1: 4,770 shares; 2026Q2: 5,888 shares 5,888 $446K 0.02% +1,118 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 1,104 shares; 2025Q4: 1,860 shares; 2026Q1: 2,344 shares; 2026Q2: 2,185 shares 2,185 $440K 0.02% -159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,093 shares 3,093 $439K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,560 shares; 2025Q4: 1,529 shares; 2026Q1: 1,824 shares; 2026Q2: 1,957 shares 1,957 $436K 0.02% +133 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,567 shares; 2024Q4: 26,483 shares; 2025Q1: 39,503 shares; 2025Q2: 33,431 shares; 2025Q3: 35,688 shares; 2025Q4: 37,338 shares; 2026Q1: 39,121 shares; 2026Q2: 45,339 shares 45,339 $434K 0.02% +6,218 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: 4,058 shares; 2024Q4: 4,035 shares; 2025Q1: 4,047 shares; 2025Q2: 4,059 shares; 2025Q3: 4,073 shares; 2025Q4: 3,915 shares; 2026Q1: 24,886 shares; 2026Q2: 3,929 shares 3,929 $433K 0.02% -20,957 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 871 shares; 2025Q1: 964 shares; 2025Q2: 983 shares; 2025Q3: 999 shares; 2025Q4: 1,041 shares; 2026Q1: 959 shares; 2026Q2: 953 shares 953 $432K 0.02% -6 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; 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: 19,285 shares 19,285 $431K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 398 shares; 2024Q4: not reported; 2025Q1: 445 shares; 2025Q2: 617 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 776 shares; 2026Q2: 845 shares 845 $431K 0.02% +69 Timeline SHE 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: 3,247 shares; 2024Q4: 3,259 shares; 2025Q1: 2,969 shares; 2025Q2: 2,793 shares; 2025Q3: 2,800 shares; 2025Q4: 2,809 shares; 2026Q1: 2,797 shares; 2026Q2: 2,784 shares 2,784 $430K 0.02% -13 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,452 shares; 2025Q3: 4,592 shares; 2025Q4: 4,672 shares; 2026Q1: 5,959 shares; 2026Q2: 6,122 shares 6,122 $428K 0.02% +163 Timeline AVGE 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: 4,285 shares; 2026Q1: 4,320 shares; 2026Q2: 4,322 shares 4,322 $428K 0.02% +2 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 1,036 shares; 2025Q1: 1,142 shares; 2025Q2: 928 shares; 2025Q3: 894 shares; 2025Q4: 1,652 shares; 2026Q1: 1,621 shares; 2026Q2: 1,509 shares 1,509 $427K 0.02% -112 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,018 shares; 2025Q1: 5,424 shares; 2025Q2: 6,706 shares; 2025Q3: 13,832 shares; 2025Q4: 18,464 shares; 2026Q1: not reported; 2026Q2: 16,471 shares 16,471 $425K 0.02% new 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: not reported; 2025Q1: 12,926 shares; 2025Q2: 10,720 shares; 2025Q3: 9,970 shares; 2025Q4: 7,809 shares; 2026Q1: 3,882 shares; 2026Q2: 3,847 shares 3,847 $424K 0.02% -35 Timeline GIB CGI INC More: the full row for CGI 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: 4,038 shares; 2026Q2: 6,516 shares 6,516 $421K 0.02% +2,478 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 2,873 shares; 2025Q3: 3,180 shares; 2025Q4: 5,892 shares; 2026Q1: 5,477 shares; 2026Q2: 5,642 shares 5,642 $421K 0.02% +165 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares; 2026Q2: 3,265 shares 3,265 $417K 0.02% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,871 shares; 2025Q4: 2,280 shares; 2026Q1: 2,154 shares; 2026Q2: 2,352 shares 2,352 $416K 0.02% +198 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,389 shares; 2024Q4: 30,834 shares; 2025Q1: 31,420 shares; 2025Q2: 29,794 shares; 2025Q3: 26,171 shares; 2025Q4: 18,870 shares; 2026Q1: 17,055 shares; 2026Q2: 16,623 shares 16,623 $415K 0.02% -432 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares; 2026Q1: 1,387 shares; 2026Q2: 1,319 shares 1,319 $415K 0.02% -68 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: 5,323 shares; 2025Q1: 6,750 shares; 2025Q2: 5,563 shares; 2025Q3: 5,562 shares; 2025Q4: 5,586 shares; 2026Q1: 7,403 shares; 2026Q2: 6,047 shares 6,047 $414K 0.02% -1,356 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092 shares; 2024Q4: 1,047 shares; 2025Q1: 1,132 shares; 2025Q2: 1,582 shares; 2025Q3: 1,458 shares; 2025Q4: 2,094 shares; 2026Q1: 1,979 shares; 2026Q2: 2,010 shares 2,010 $412K 0.02% +31 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,024 shares; 2024Q4: not reported; 2025Q1: 23,083 shares; 2025Q2: 25,083 shares; 2025Q3: 26,733 shares; 2025Q4: 28,956 shares; 2026Q1: 32,551 shares; 2026Q2: 34,322 shares 34,322 $412K 0.02% +1,771 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,526 shares; 2024Q4: 28,526 shares; 2025Q1: 29,305 shares; 2025Q2: 28,700 shares; 2025Q3: 29,171 shares; 2025Q4: 28,526 shares; 2026Q1: 19,779 shares; 2026Q2: 19,779 shares 19,779 $412K 0.02% 0 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,013 shares; 2024Q4: 21,965 shares; 2025Q1: 16,396 shares; 2025Q2: 16,512 shares; 2025Q3: 18,407 shares; 2025Q4: 19,928 shares; 2026Q1: 24,488 shares; 2026Q2: 25,414 shares 25,414 $411K 0.02% +926 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,933 shares; 2024Q4: not reported; 2025Q1: 6,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,904 shares; 2026Q1: 7,671 shares; 2026Q2: 7,814 shares 7,814 $410K 0.02% +143 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,796 shares; 2025Q3: 11,310 shares; 2025Q4: 18,487 shares; 2026Q1: 22,946 shares; 2026Q2: 23,465 shares 23,465 $405K 0.02% +519 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 14,985 shares; 2025Q1: 27,628 shares; 2025Q2: 27,728 shares; 2025Q3: 27,972 shares; 2025Q4: 28,375 shares; 2026Q1: 20,376 shares; 2026Q2: 20,193 shares 20,193 $405K 0.02% -183 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 14,000 shares; 2026Q1: 16,090 shares; 2026Q2: 16,094 shares 16,094 $401K 0.02% +4 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: 1,244 shares; 2024Q4: 1,546 shares; 2025Q1: 2,009 shares; 2025Q2: 2,020 shares; 2025Q3: 1,549 shares; 2025Q4: 1,424 shares; 2026Q1: 1,601 shares; 2026Q2: 1,831 shares 1,831 $400K 0.02% +230 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,841 shares; 2025Q3: 4,051 shares; 2025Q4: 9,405 shares; 2026Q1: 9,282 shares; 2026Q2: 9,295 shares 9,295 $396K 0.02% +13 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,512 shares; 2026Q1: 8,490 shares; 2026Q2: 7,372 shares 7,372 $395K 0.02% -1,118 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 13,350 shares; 2026Q1: 13,350 shares; 2026Q2: 13,350 shares 13,350 $394K 0.02% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,649 shares; 2024Q4: 2,692 shares; 2025Q1: 2,907 shares; 2025Q2: 2,925 shares; 2025Q3: 2,954 shares; 2025Q4: 2,954 shares; 2026Q1: 3,374 shares; 2026Q2: 3,515 shares 3,515 $388K 0.02% +141 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,127 shares; 2025Q4: 1,102 shares; 2026Q1: 1,447 shares; 2026Q2: 1,572 shares 1,572 $387K 0.02% +125 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 6,418 shares; 2026Q1: 8,076 shares; 2026Q2: 8,102 shares 8,102 $385K 0.02% +26 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: 624 shares; 2025Q3: 535 shares; 2025Q4: 931 shares; 2026Q1: 901 shares; 2026Q2: 965 shares 965 $384K 0.02% +64 Timeline IX ORIX CORP More: the full row for ORIX 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: 10,071 shares 10,071 $383K 0.02% new Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,812 shares; 2026Q1: 2,679 shares; 2026Q2: 2,679 shares 2,679 $382K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289 shares; 2026Q2: 505 shares 505 $381K 0.02% +216 Timeline IBHF 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: 22,623 shares; 2025Q4: 23,017 shares; 2026Q1: 18,678 shares; 2026Q2: 16,788 shares 16,788 $380K 0.02% -1,890 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 195 shares; 2026Q2: 223 shares 223 $379K 0.02% +28 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: not reported; 2026Q1: 836 shares; 2026Q2: 769 shares 769 $378K 0.02% -67 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 682 shares; 2025Q4: 739 shares; 2026Q1: 1,141 shares; 2026Q2: 1,195 shares 1,195 $376K 0.02% +54 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 189 shares; 2025Q2: 191 shares; 2025Q3: 206 shares; 2025Q4: 321 shares; 2026Q1: 312 shares; 2026Q2: 282 shares 282 $376K 0.02% -30 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,148 shares; 2024Q4: 4,067 shares; 2025Q1: 4,566 shares; 2025Q2: 2,950 shares; 2025Q3: 3,716 shares; 2025Q4: not reported; 2026Q1: 5,583 shares; 2026Q2: 7,796 shares 7,796 $374K 0.02% +2,213 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,224 shares; 2025Q3: 7,521 shares; 2025Q4: 7,050 shares; 2026Q1: 9,087 shares; 2026Q2: 9,019 shares 9,019 $373K 0.02% -68 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,630 shares; 2026Q1: 3,970 shares; 2026Q2: 4,196 shares 4,196 $373K 0.02% +226 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: 1,061 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 959 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 951 shares; 2026Q2: 941 shares 941 $371K 0.02% -10 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: not reported; 2024Q4: 755 shares; 2025Q1: 657 shares; 2025Q2: 614 shares; 2025Q3: 633 shares; 2025Q4: 608 shares; 2026Q1: 734 shares; 2026Q2: 805 shares 805 $370K 0.02% +71 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,896 shares; 2025Q4: 9,333 shares; 2026Q1: not reported; 2026Q2: 8,095 shares 8,095 $365K 0.02% new 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: 1,969 shares; 2024Q4: 2,472 shares; 2025Q1: 8,844 shares; 2025Q2: 5,563 shares; 2025Q3: 5,490 shares; 2025Q4: 4,274 shares; 2026Q1: 10,146 shares; 2026Q2: 2,453 shares 2,453 $364K 0.02% -7,693 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,876 shares; 2025Q1: 5,825 shares; 2025Q2: 6,000 shares; 2025Q3: 6,014 shares; 2025Q4: 4,354 shares; 2026Q1: 3,979 shares; 2026Q2: 3,979 shares 3,979 $363K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 319 shares; 2025Q4: 487 shares; 2026Q1: 626 shares; 2026Q2: 704 shares 704 $363K 0.02% +78 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,824 shares; 2024Q4: 26,015 shares; 2025Q1: 38,873 shares; 2025Q2: 36,831 shares; 2025Q3: 28,745 shares; 2025Q4: 27,117 shares; 2026Q1: 24,449 shares; 2026Q2: 23,850 shares 23,850 $363K 0.02% -599 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,097 shares; 2026Q1: 4,472 shares; 2026Q2: 4,451 shares 4,451 $361K 0.02% -21 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,133 shares; 2026Q2: 4,180 shares 4,180 $361K 0.02% +1,047 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,677 shares; 2025Q2: 9,653 shares; 2025Q3: 10,050 shares; 2025Q4: 7,382 shares; 2026Q1: not reported; 2026Q2: 12,376 shares 12,376 $359K 0.02% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: 1,403 shares; 2025Q2: 1,389 shares; 2025Q3: 1,432 shares; 2025Q4: 1,449 shares; 2026Q1: 1,481 shares; 2026Q2: 1,473 shares 1,473 $357K 0.02% -8 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,449 shares; 2026Q1: 1,887 shares; 2026Q2: 2,232 shares 2,232 $354K 0.02% +345 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares; 2026Q2: 1,218 shares 1,218 $354K 0.02% +80 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,232 shares; 2025Q2: 18,052 shares; 2025Q3: 17,805 shares; 2025Q4: 19,297 shares; 2026Q1: 18,730 shares; 2026Q2: 20,044 shares 20,044 $353K 0.02% +1,314 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,924 shares; 2026Q2: 11,003 shares 11,003 $352K 0.02% +79 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES 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: 11,547 shares 11,547 $349K 0.02% new Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,495 shares 16,495 $347K 0.02% new Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,831 shares; 2025Q1: 6,427 shares; 2025Q2: 5,803 shares; 2025Q3: 5,809 shares; 2025Q4: 5,786 shares; 2026Q1: 5,728 shares; 2026Q2: 5,236 shares 5,236 $346K 0.02% -492 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,129 shares; 2025Q2: 4,966 shares; 2025Q3: 5,478 shares; 2025Q4: 5,527 shares; 2026Q1: 5,489 shares; 2026Q2: 5,371 shares 5,371 $343K 0.02% -118 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,407 shares; 2026Q1: 3,892 shares; 2026Q2: 5,035 shares 5,035 $342K 0.02% +1,143 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,233 shares; 2026Q1: 3,441 shares; 2026Q2: 3,932 shares 3,932 $341K 0.02% +491 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,970 shares; 2026Q1: not reported; 2026Q2: 3,354 shares 3,354 $341K 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,569 shares; 2024Q4: 3,567 shares; 2025Q1: 3,293 shares; 2025Q2: 3,109 shares; 2025Q3: 3,099 shares; 2025Q4: 3,110 shares; 2026Q1: 3,111 shares; 2026Q2: 3,108 shares 3,108 $340K 0.02% -3 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,868 shares; 2025Q2: 1,685 shares; 2025Q3: 1,973 shares; 2025Q4: 1,394 shares; 2026Q1: 2,176 shares; 2026Q2: 2,193 shares 2,193 $338K 0.02% +17 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,547 shares; 2024Q4: 1,255 shares; 2025Q1: 1,864 shares; 2025Q2: 1,869 shares; 2025Q3: 1,867 shares; 2025Q4: 1,743 shares; 2026Q1: 1,551 shares; 2026Q2: 1,729 shares 1,729 $334K 0.02% +178 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,437 shares; 2025Q4: 1,493 shares; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $334K 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: 452 shares; 2024Q4: 509 shares; 2025Q1: 565 shares; 2025Q2: 836 shares; 2025Q3: 919 shares; 2025Q4: 1,179 shares; 2026Q1: 1,519 shares; 2026Q2: 1,261 shares 1,261 $329K 0.02% -258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,664 shares; 2026Q1: 3,064 shares; 2026Q2: 3,793 shares 3,793 $329K 0.02% +729 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION 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: 9,044 shares 9,044 $328K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 499 shares 499 $327K 0.02% new Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,352 shares; 2026Q1: 3,586 shares; 2026Q2: 3,786 shares 3,786 $326K 0.02% +200 Timeline EXC EXELON CORP More: the full row for EXELON 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: 4,961 shares; 2025Q4: 5,552 shares; 2026Q1: 7,692 shares; 2026Q2: 6,906 shares 6,906 $322K 0.02% -786 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,943 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: 2,991 shares; 2025Q3: 3,013 shares; 2025Q4: 3,051 shares; 2026Q1: 3,270 shares; 2026Q2: 3,279 shares 3,279 $320K 0.02% +9 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 11,954 shares; 2026Q2: 13,449 shares 13,449 $319K 0.02% +1,495 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,910 shares 1,910 $318K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,451 shares; 2026Q1: 4,220 shares; 2026Q2: 4,031 shares 4,031 $318K 0.02% -189 Timeline UDR UDR INC More: the full row for UDR 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: 6,974 shares; 2026Q2: 7,928 shares 7,928 $317K 0.02% +954 Timeline XLRE 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: 7,517 shares; 2026Q1: 7,285 shares; 2026Q2: 7,165 shares 7,165 $315K 0.02% -120 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares; 2026Q1: 1,283 shares; 2026Q2: 1,300 shares 1,300 $315K 0.02% +17 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 4,279 shares; 2026Q1: 4,868 shares; 2026Q2: 5,485 shares 5,485 $314K 0.02% +617 Timeline GSIE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,156 shares; 2026Q2: 6,786 shares 6,786 $310K 0.02% +630 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,638 shares 1,638 $309K 0.02% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,266 shares; 2026Q2: 4,228 shares 4,228 $308K 0.02% -1,038 Timeline