AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,350 shares; 2024Q4: 346,009 shares; 2025Q1: 338,292 shares; 2025Q2: 799,865 shares; 2025Q3: 875,734 shares; 2025Q4: 863,535 shares; 2026Q1: 849,162 shares; 2026Q2: 881,509 shares 881,509 $255M 4.26% +32,347 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: 361,617 shares; 2024Q4: 362,637 shares; 2025Q1: 359,390 shares; 2025Q2: 1,069,790 shares; 2025Q3: 1,263,805 shares; 2025Q4: 1,248,648 shares; 2026Q1: 1,240,451 shares; 2026Q2: 1,242,293 shares 1,242,293 $249M 4.15% +1,842 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: 12,831 shares; 2024Q4: 12,836 shares; 2025Q1: 12,860 shares; 2025Q2: 260,301 shares; 2025Q3: 259,674 shares; 2025Q4: 253,996 shares; 2026Q1: 255,315 shares; 2026Q2: 266,831 shares 266,831 $200M 3.34% +11,516 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: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: not reported; 2025Q2: 2,480,098 shares; 2025Q3: 2,480,468 shares; 2025Q4: 2,448,134 shares; 2026Q1: 2,342,248 shares; 2026Q2: 2,339,052 shares 2,339,052 $180M 3.01% -3,196 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: 137,771 shares; 2024Q4: 136,819 shares; 2025Q1: 134,952 shares; 2025Q2: 325,882 shares; 2025Q3: 458,136 shares; 2025Q4: 455,690 shares; 2026Q1: 470,335 shares; 2026Q2: 476,432 shares 476,432 $178M 2.97% +6,097 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,078 shares; 2024Q4: 503,540 shares; 2025Q1: 497,504 shares; 2025Q2: 474,099 shares; 2025Q3: 501,116 shares; 2025Q4: 505,011 shares; 2026Q1: 499,514 shares; 2026Q2: 560,723 shares 560,723 $163M 2.72% +61,209 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: 79,068 shares; 2024Q4: 78,077 shares; 2025Q1: 74,140 shares; 2025Q2: 269,976 shares; 2025Q3: 354,529 shares; 2025Q4: 350,721 shares; 2026Q1: 346,581 shares; 2026Q2: 343,819 shares 343,819 $121M 2.03% -2,762 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: 741,344 shares; 2024Q4: 759,391 shares; 2025Q1: 755,115 shares; 2025Q2: 805,274 shares; 2025Q3: 877,534 shares; 2025Q4: 891,214 shares; 2026Q1: 866,594 shares; 2026Q2: 1,035,865 shares 1,035,865 $114M 1.91% +169,271 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: 115,572 shares; 2024Q4: 113,234 shares; 2025Q1: 109,169 shares; 2025Q2: 398,156 shares; 2025Q3: 444,121 shares; 2025Q4: 448,308 shares; 2026Q1: 463,056 shares; 2026Q2: 469,347 shares 469,347 $112M 1.87% +6,291 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: 11,332 shares; 2024Q4: 11,808 shares; 2025Q1: 12,280 shares; 2025Q2: 889,517 shares; 2025Q3: 893,650 shares; 2025Q4: 887,029 shares; 2026Q1: 856,543 shares; 2026Q2: 714,004 shares 714,004 $106M 1.77% -142,539 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: 158,648 shares; 2024Q4: 158,062 shares; 2025Q1: 146,716 shares; 2025Q2: 300,387 shares; 2025Q3: 302,473 shares; 2025Q4: 297,731 shares; 2026Q1: 292,269 shares; 2026Q2: 291,617 shares 291,617 $95.5M 1.59% -652 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: 121,926 shares; 2024Q4: 124,134 shares; 2025Q1: 126,912 shares; 2025Q2: 268,638 shares; 2025Q3: 277,974 shares; 2025Q4: 270,332 shares; 2026Q1: 256,988 shares; 2026Q2: 256,975 shares 256,975 $91.8M 1.53% -13 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: 16,208 shares; 2024Q4: 32,436 shares; 2025Q1: 30,533 shares; 2025Q2: 171,758 shares; 2025Q3: 180,011 shares; 2025Q4: 180,550 shares; 2026Q1: 225,513 shares; 2026Q2: 237,433 shares 237,433 $81M 1.35% +11,920 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: 136,337 shares; 2024Q4: 132,070 shares; 2025Q1: 136,157 shares; 2025Q2: 956,167 shares; 2025Q3: 959,783 shares; 2025Q4: 1,017,292 shares; 2026Q1: 1,279,991 shares; 2026Q2: 1,406,429 shares 1,406,429 $79.4M 1.33% +126,438 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: 160,706 shares; 2024Q4: 159,066 shares; 2025Q1: 157,704 shares; 2025Q2: 192,864 shares; 2025Q3: 190,741 shares; 2025Q4: 190,876 shares; 2026Q1: 208,181 shares; 2026Q2: 209,050 shares 209,050 $79M 1.32% +869 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: 28,381 shares; 2024Q4: 27,502 shares; 2025Q1: 26,558 shares; 2025Q2: 122,315 shares; 2025Q3: 120,514 shares; 2025Q4: 117,774 shares; 2026Q1: 116,140 shares; 2026Q2: 103,358 shares 103,358 $77.2M 1.29% -12,782 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: 34,653 shares; 2024Q4: 33,979 shares; 2025Q1: 32,860 shares; 2025Q2: 134,442 shares; 2025Q3: 148,255 shares; 2025Q4: 147,708 shares; 2026Q1: 143,257 shares; 2026Q2: 140,986 shares 140,986 $70.5M 1.18% -2,271 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,176,542 shares; 2025Q3: 1,268,455 shares; 2025Q4: 1,292,773 shares; 2026Q1: 1,331,820 shares; 2026Q2: 1,345,944 shares 1,345,944 $66.7M 1.11% +14,124 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,942 shares; 2025Q3: 89,998 shares; 2025Q4: 86,561 shares; 2026Q1: 84,363 shares; 2026Q2: 83,440 shares 83,440 $58.7M 0.98% -923 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: 11,474 shares; 2024Q4: 10,924 shares; 2025Q1: 10,147 shares; 2025Q2: 36,977 shares; 2025Q3: 38,557 shares; 2025Q4: 38,507 shares; 2026Q1: 43,133 shares; 2026Q2: 45,167 shares 45,167 $54.2M 0.91% +2,034 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: 1,403,744 shares; 2024Q4: 1,523,532 shares; 2025Q1: 1,789,939 shares; 2025Q2: 1,921,579 shares; 2025Q3: 2,204,032 shares; 2025Q4: 2,393,019 shares; 2026Q1: 2,608,754 shares; 2026Q2: 3,202,800 shares 3,202,800 $53.3M 0.89% +594,046 Timeline BSCW 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: 1,149,834 shares; 2024Q4: 1,246,420 shares; 2025Q1: 1,453,006 shares; 2025Q2: 1,548,848 shares; 2025Q3: 1,754,029 shares; 2025Q4: 1,915,522 shares; 2026Q1: 2,072,879 shares; 2026Q2: 2,577,411 shares 2,577,411 $52.9M 0.88% +504,532 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: 42,196 shares; 2024Q4: 42,809 shares; 2025Q1: 42,477 shares; 2025Q2: 85,739 shares; 2025Q3: 90,550 shares; 2025Q4: 92,782 shares; 2026Q1: 90,189 shares; 2026Q2: 93,803 shares 93,803 $52.8M 0.88% +3,614 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: 21,751 shares; 2024Q4: 21,194 shares; 2025Q1: 20,781 shares; 2025Q2: 20,563 shares; 2025Q3: 20,234 shares; 2025Q4: 19,453 shares; 2026Q1: 18,220 shares; 2026Q2: 175,110 shares 175,110 $52.8M 0.88% +156,890 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: 973,733 shares; 2024Q4: 1,054,696 shares; 2025Q1: 1,525,872 shares; 2025Q2: 1,658,455 shares; 2025Q3: 1,957,816 shares; 2025Q4: 2,203,067 shares; 2026Q1: 2,443,087 shares; 2026Q2: 3,071,589 shares 3,071,589 $50.3M 0.84% +628,502 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: 82,957 shares; 2024Q4: 35,818 shares; 2025Q1: 34,689 shares; 2025Q2: 239,952 shares; 2025Q3: 234,953 shares; 2025Q4: 230,758 shares; 2026Q1: 241,828 shares; 2026Q2: 247,524 shares 247,524 $47M 0.78% +5,696 Timeline IBTP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 482,441 shares; 2024Q4: 548,785 shares; 2025Q1: 725,718 shares; 2025Q2: 789,078 shares; 2025Q3: 959,930 shares; 2025Q4: 1,272,993 shares; 2026Q1: 1,430,363 shares; 2026Q2: 1,849,299 shares 1,849,299 $46.9M 0.78% +418,936 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: 76,176 shares; 2024Q4: 74,689 shares; 2025Q1: 72,356 shares; 2025Q2: 168,150 shares; 2025Q3: 173,647 shares; 2025Q4: 169,356 shares; 2026Q1: 178,211 shares; 2026Q2: 180,687 shares 180,687 $45.9M 0.77% +2,476 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: 9,663 shares; 2024Q4: 9,526 shares; 2025Q1: 9,453 shares; 2025Q2: 46,930 shares; 2025Q3: 47,061 shares; 2025Q4: 47,273 shares; 2026Q1: 44,899 shares; 2026Q2: 44,935 shares 44,935 $45.4M 0.76% +36 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820,813 shares; 2024Q4: 711,093 shares; 2025Q1: 733,299 shares; 2025Q2: 931,860 shares; 2025Q3: 1,063,289 shares; 2025Q4: 1,322,916 shares; 2026Q1: 1,460,096 shares; 2026Q2: 1,813,486 shares 1,813,486 $43.8M 0.73% +353,390 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: 49,034 shares; 2024Q4: 47,915 shares; 2025Q1: 46,751 shares; 2025Q2: 89,030 shares; 2025Q3: 115,214 shares; 2025Q4: 114,336 shares; 2026Q1: 122,544 shares; 2026Q2: 127,191 shares 127,191 $43.6M 0.73% +4,647 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,921 shares; 2024Q4: 441,176 shares; 2025Q1: 489,977 shares; 2025Q2: 717,062 shares; 2025Q3: 836,231 shares; 2025Q4: 827,393 shares; 2026Q1: 747,323 shares; 2026Q2: 1,022,897 shares 1,022,897 $43.3M 0.72% +275,574 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: 18,582 shares; 2024Q4: 23,683 shares; 2025Q1: 23,683 shares; 2025Q2: 206,749 shares; 2025Q3: 228,143 shares; 2025Q4: 256,890 shares; 2026Q1: 291,387 shares; 2026Q2: 331,269 shares 331,269 $42.3M 0.71% +39,882 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: not reported; 2025Q2: 353,716 shares; 2025Q3: 363,422 shares; 2025Q4: 360,923 shares; 2026Q1: 367,483 shares; 2026Q2: 375,135 shares 375,135 $41.3M 0.69% +7,652 Timeline IBGA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 432,711 shares; 2024Q4: 471,561 shares; 2025Q1: 635,575 shares; 2025Q2: 664,943 shares; 2025Q3: 848,646 shares; 2025Q4: 1,182,577 shares; 2026Q1: 1,323,448 shares; 2026Q2: 1,668,003 shares 1,668,003 $40.8M 0.68% +344,555 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: 23,090 shares; 2024Q4: 22,736 shares; 2025Q1: 22,718 shares; 2025Q2: 67,206 shares; 2025Q3: 107,438 shares; 2025Q4: 107,632 shares; 2026Q1: 112,116 shares; 2026Q2: 114,022 shares 114,022 $40.2M 0.67% +1,906 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,163 shares; 2025Q3: 53,999 shares; 2025Q4: 53,223 shares; 2026Q1: 75,324 shares; 2026Q2: 82,727 shares 82,727 $39.5M 0.66% +7,403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505,319 shares; 2025Q3: 512,911 shares; 2025Q4: 519,613 shares; 2026Q1: 558,408 shares; 2026Q2: 540,385 shares 540,385 $38.5M 0.64% -18,023 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: 51,438 shares; 2024Q4: 50,453 shares; 2025Q1: 50,014 shares; 2025Q2: 288,902 shares; 2025Q3: 292,501 shares; 2025Q4: 292,060 shares; 2026Q1: 321,253 shares; 2026Q2: 339,915 shares 339,915 $38.5M 0.64% +18,662 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: 536,826 shares; 2024Q4: 565,887 shares; 2025Q1: 584,685 shares; 2025Q2: 177,086 shares; 2025Q3: 178,191 shares; 2025Q4: 176,259 shares; 2026Q1: 175,838 shares; 2026Q2: 489,249 shares 489,249 $35.9M 0.6% +313,411 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,830 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 223,016 shares; 2025Q3: 212,756 shares; 2025Q4: 204,667 shares; 2026Q1: 198,787 shares; 2026Q2: 187,866 shares 187,866 $35.3M 0.59% -10,921 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: 249,152 shares; 2024Q4: 166,341 shares; 2025Q1: 162,204 shares; 2025Q2: 265,794 shares; 2025Q3: 305,610 shares; 2025Q4: 303,013 shares; 2026Q1: 292,475 shares; 2026Q2: 292,348 shares 292,348 $34.3M 0.57% -127 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: 95,112 shares; 2024Q4: 106,586 shares; 2025Q1: 106,117 shares; 2025Q2: 132,962 shares; 2025Q3: 133,428 shares; 2025Q4: 130,765 shares; 2026Q1: 132,010 shares; 2026Q2: 135,197 shares 135,197 $34M 0.57% +3,187 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: 130,838 shares; 2024Q4: 133,541 shares; 2025Q1: 130,618 shares; 2025Q2: 236,971 shares; 2025Q3: 239,092 shares; 2025Q4: 240,099 shares; 2026Q1: 245,225 shares; 2026Q2: 244,704 shares 244,704 $33.5M 0.56% -521 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: 8,631 shares; 2024Q4: 8,581 shares; 2025Q1: 7,786 shares; 2025Q2: 34,753 shares; 2025Q3: 35,326 shares; 2025Q4: 35,563 shares; 2026Q1: 35,411 shares; 2026Q2: 35,279 shares 35,279 $33M 0.55% -132 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: 8,247 shares; 2024Q4: 7,965 shares; 2025Q1: 7,829 shares; 2025Q2: 22,454 shares; 2025Q3: 23,909 shares; 2025Q4: 23,438 shares; 2026Q1: 28,417 shares; 2026Q2: 30,372 shares 30,372 $32.3M 0.54% +1,955 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: 29,228 shares; 2024Q4: 28,757 shares; 2025Q1: 27,488 shares; 2025Q2: 69,211 shares; 2025Q3: 68,793 shares; 2025Q4: 68,492 shares; 2026Q1: 73,680 shares; 2026Q2: 74,696 shares 74,696 $31.8M 0.53% +1,016 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: 30,835 shares; 2024Q4: 31,135 shares; 2025Q1: 31,146 shares; 2025Q2: 74,226 shares; 2025Q3: 75,046 shares; 2025Q4: 74,620 shares; 2026Q1: 62,805 shares; 2026Q2: 60,383 shares 60,383 $31M 0.52% -2,422 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: 104,003 shares; 2024Q4: 103,426 shares; 2025Q1: 102,320 shares; 2025Q2: 213,079 shares; 2025Q3: 210,548 shares; 2025Q4: 209,005 shares; 2026Q1: 201,543 shares; 2026Q2: 201,705 shares 201,705 $30.6M 0.51% +162 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 199,538 shares; 2025Q3: 225,703 shares; 2025Q4: 251,020 shares; 2026Q1: 259,763 shares; 2026Q2: 266,013 shares 266,013 $30M 0.5% +6,250 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: 94,176 shares; 2024Q4: 95,051 shares; 2025Q1: 112,693 shares; 2025Q2: 151,698 shares; 2025Q3: 152,362 shares; 2025Q4: 152,627 shares; 2026Q1: 155,607 shares; 2026Q2: 158,990 shares 158,990 $29.4M 0.49% +3,383 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: 29,502 shares; 2024Q4: 29,098 shares; 2025Q1: 27,376 shares; 2025Q2: 76,802 shares; 2025Q3: 77,279 shares; 2025Q4: 76,097 shares; 2026Q1: 83,313 shares; 2026Q2: 85,598 shares 85,598 $29M 0.48% +2,285 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: 606,782 shares; 2024Q4: 659,579 shares; 2025Q1: 844,325 shares; 2025Q2: 901,386 shares; 2025Q3: 1,034,882 shares; 2025Q4: 1,111,754 shares; 2026Q1: 1,185,495 shares; 2026Q2: 1,416,854 shares 1,416,854 $27.8M 0.46% +231,359 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: 2,075 shares; 2024Q4: 2,072 shares; 2025Q1: 2,228 shares; 2025Q2: 40,016 shares; 2025Q3: 43,945 shares; 2025Q4: 47,132 shares; 2026Q1: 49,056 shares; 2026Q2: 314,762 shares 314,762 $27.1M 0.45% +265,706 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: 79,763 shares; 2024Q4: 79,208 shares; 2025Q1: 78,567 shares; 2025Q2: 132,000 shares; 2025Q3: 136,678 shares; 2025Q4: 135,642 shares; 2026Q1: 121,316 shares; 2026Q2: 119,556 shares 119,556 $26.4M 0.44% -1,760 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: 13,526 shares; 2024Q4: 11,261 shares; 2025Q1: 11,351 shares; 2025Q2: 33,953 shares; 2025Q3: 33,169 shares; 2025Q4: 34,597 shares; 2026Q1: 53,197 shares; 2026Q2: 59,983 shares 59,983 $25.2M 0.42% +6,786 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: 28,763 shares; 2024Q4: 27,997 shares; 2025Q1: 27,109 shares; 2025Q2: 84,982 shares; 2025Q3: 84,921 shares; 2025Q4: 84,068 shares; 2026Q1: 88,902 shares; 2026Q2: 92,150 shares 92,150 $24.9M 0.42% +3,248 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: 52,488 shares; 2024Q4: 51,946 shares; 2025Q1: 48,942 shares; 2025Q2: 119,547 shares; 2025Q3: 126,900 shares; 2025Q4: 119,254 shares; 2026Q1: 162,659 shares; 2026Q2: 169,031 shares 169,031 $24.8M 0.41% +6,372 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: 13,746 shares; 2024Q4: 13,552 shares; 2025Q1: 13,090 shares; 2025Q2: 40,439 shares; 2025Q3: 42,679 shares; 2025Q4: 41,688 shares; 2026Q1: 45,125 shares; 2026Q2: 45,718 shares 45,718 $22.9M 0.38% +593 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: 843,172 shares; 2024Q4: 916,589 shares; 2025Q1: 986,444 shares; 2025Q2: 1,071,144 shares; 2025Q3: 855,127 shares; 2025Q4: 944,959 shares; 2026Q1: 1,038,403 shares; 2026Q2: 1,232,875 shares 1,232,875 $22.9M 0.38% +194,472 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: 79,583 shares; 2024Q4: 79,949 shares; 2025Q1: 79,498 shares; 2025Q2: 89,459 shares; 2025Q3: 114,571 shares; 2025Q4: 115,835 shares; 2026Q1: 120,519 shares; 2026Q2: 122,309 shares 122,309 $22.1M 0.37% +1,790 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296,660 shares; 2025Q3: 303,440 shares; 2025Q4: 293,185 shares; 2026Q1: 294,144 shares; 2026Q2: 315,251 shares 315,251 $22M 0.37% +21,107 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: 4,119 shares; 2024Q4: 3,010 shares; 2025Q1: 2,747 shares; 2025Q2: 10,507 shares; 2025Q3: 10,933 shares; 2025Q4: 10,523 shares; 2026Q1: 10,687 shares; 2026Q2: 10,908 shares 10,908 $21.7M 0.36% +221 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227,113 shares; 2025Q3: 228,219 shares; 2025Q4: 210,448 shares; 2026Q1: 194,330 shares; 2026Q2: 183,426 shares 183,426 $21.6M 0.36% -10,904 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: 2,776 shares; 2024Q4: 3,098 shares; 2025Q1: 3,203 shares; 2025Q2: 4,101 shares; 2025Q3: 4,770 shares; 2025Q4: 4,745 shares; 2026Q1: 4,465 shares; 2026Q2: 115,262 shares 115,262 $20.5M 0.34% +110,797 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: 100,301 shares; 2024Q4: 98,117 shares; 2025Q1: 91,582 shares; 2025Q2: 282,793 shares; 2025Q3: 272,423 shares; 2025Q4: 265,134 shares; 2026Q1: 235,420 shares; 2026Q2: 232,255 shares 232,255 $20.4M 0.34% -3,165 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 516 shares; 2026Q2: 209,744 shares 209,744 $20.2M 0.34% +209,228 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: 7,602 shares; 2024Q4: 5,060 shares; 2025Q1: 5,113 shares; 2025Q2: 30,787 shares; 2025Q3: 79,900 shares; 2025Q4: 79,697 shares; 2026Q1: 78,761 shares; 2026Q2: 77,934 shares 77,934 $19.9M 0.33% -827 Timeline IBTQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 775,439 shares 775,439 $19.5M 0.33% new 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: 1,568 shares; 2024Q4: 2,610 shares; 2025Q1: 2,470 shares; 2025Q2: 14,177 shares; 2025Q3: 17,039 shares; 2025Q4: 16,885 shares; 2026Q1: 19,006 shares; 2026Q2: 19,625 shares 19,625 $18.9M 0.32% +619 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309,390 shares; 2025Q3: 310,740 shares; 2025Q4: 305,641 shares; 2026Q1: 314,421 shares; 2026Q2: 342,275 shares 342,275 $18.8M 0.31% +27,854 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: 157,390 shares; 2024Q4: 156,141 shares; 2025Q1: 155,442 shares; 2025Q2: 194,264 shares; 2025Q3: 194,896 shares; 2025Q4: 193,538 shares; 2026Q1: 150,800 shares; 2026Q2: 145,428 shares 145,428 $18.7M 0.31% -5,372 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: 86,016 shares; 2024Q4: 84,102 shares; 2025Q1: 81,934 shares; 2025Q2: 113,982 shares; 2025Q3: 120,704 shares; 2025Q4: 117,689 shares; 2026Q1: 115,400 shares; 2026Q2: 112,498 shares 112,498 $18.6M 0.31% -2,902 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: 3,162 shares; 2024Q4: 2,904 shares; 2025Q1: 2,904 shares; 2025Q2: 87,461 shares; 2025Q3: 97,437 shares; 2025Q4: 97,132 shares; 2026Q1: 89,165 shares; 2026Q2: 91,588 shares 91,588 $18.4M 0.31% +2,423 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,526 shares; 2025Q3: 64,417 shares; 2025Q4: 64,091 shares; 2026Q1: 73,036 shares; 2026Q2: 72,794 shares 72,794 $18.4M 0.31% -242 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: 8,775 shares; 2024Q4: 8,856 shares; 2025Q1: 7,024 shares; 2025Q2: 16,881 shares; 2025Q3: 33,850 shares; 2025Q4: 62,802 shares; 2026Q1: 156,771 shares; 2026Q2: 185,323 shares 185,323 $17.9M 0.3% +28,552 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,141 shares; 2025Q3: 13,073 shares; 2025Q4: 143,754 shares; 2026Q1: 226,478 shares; 2026Q2: 244,055 shares 244,055 $17.4M 0.29% +17,577 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: 105,587 shares; 2024Q4: 107,697 shares; 2025Q1: 175,482 shares; 2025Q2: 183,782 shares; 2025Q3: 176,645 shares; 2025Q4: 176,814 shares; 2026Q1: 139,519 shares; 2026Q2: 137,490 shares 137,490 $17.4M 0.29% -2,029 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: 87,047 shares; 2024Q4: 81,886 shares; 2025Q1: 74,005 shares; 2025Q2: 122,577 shares; 2025Q3: 115,632 shares; 2025Q4: 113,304 shares; 2026Q1: 119,461 shares; 2026Q2: 123,868 shares 123,868 $16.8M 0.28% +4,407 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: 2,180 shares; 2024Q4: 6,551 shares; 2025Q1: 8,317 shares; 2025Q2: 13,126 shares; 2025Q3: 37,014 shares; 2025Q4: 36,215 shares; 2026Q1: 32,853 shares; 2026Q2: 32,477 shares 32,477 $16.5M 0.28% -376 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,511 shares; 2025Q3: 82,861 shares; 2025Q4: 172,786 shares; 2026Q1: 332,924 shares; 2026Q2: 361,239 shares 361,239 $16.4M 0.27% +28,315 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 121,224 shares; 2025Q3: 151,267 shares; 2025Q4: 142,475 shares; 2026Q1: 165,619 shares; 2026Q2: 172,406 shares 172,406 $15.9M 0.27% +6,787 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: 18,249 shares; 2024Q4: 21,484 shares; 2025Q1: 30,322 shares; 2025Q2: 34,399 shares; 2025Q3: 415,363 shares; 2025Q4: 521,816 shares; 2026Q1: 579,298 shares; 2026Q2: 765,033 shares 765,033 $15.6M 0.26% +185,735 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: 2,247 shares; 2024Q4: 2,247 shares; 2025Q1: 2,247 shares; 2025Q2: 19,083 shares; 2025Q3: 22,759 shares; 2025Q4: 23,577 shares; 2026Q1: 35,069 shares; 2026Q2: 39,074 shares 39,074 $15.5M 0.26% +4,005 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: 119,810 shares; 2025Q3: 144,052 shares; 2025Q4: 172,569 shares; 2026Q1: 183,303 shares; 2026Q2: 189,286 shares 189,286 $15.3M 0.26% +5,983 Timeline XLB 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: 112,830 shares; 2025Q3: 110,252 shares; 2025Q4: 218,948 shares; 2026Q1: 274,568 shares; 2026Q2: 293,573 shares 293,573 $14.9M 0.25% +19,005 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: 8,747 shares; 2024Q4: 8,706 shares; 2025Q1: 8,013 shares; 2025Q2: 71,724 shares; 2025Q3: 74,015 shares; 2025Q4: 71,458 shares; 2026Q1: 76,900 shares; 2026Q2: 76,481 shares 76,481 $14.6M 0.24% -419 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: 9,942 shares; 2024Q4: 9,672 shares; 2025Q1: 9,522 shares; 2025Q2: 25,632 shares; 2025Q3: 45,130 shares; 2025Q4: 47,300 shares; 2026Q1: 46,177 shares; 2026Q2: 45,698 shares 45,698 $14.4M 0.24% -479 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: 19,356 shares; 2024Q4: 19,356 shares; 2025Q1: 19,356 shares; 2025Q2: 124,429 shares; 2025Q3: 125,755 shares; 2025Q4: 137,024 shares; 2026Q1: 143,447 shares; 2026Q2: 174,178 shares 174,178 $14.3M 0.24% +30,731 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: 61,491 shares; 2024Q4: 61,463 shares; 2025Q1: 49,502 shares; 2025Q2: 310,595 shares; 2025Q3: 296,866 shares; 2025Q4: 306,478 shares; 2026Q1: 284,018 shares; 2026Q2: 279,354 shares 279,354 $14.1M 0.24% -4,664 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: 95,159 shares; 2024Q4: 88,762 shares; 2025Q1: 84,784 shares; 2025Q2: 186,004 shares; 2025Q3: 185,605 shares; 2025Q4: 181,353 shares; 2026Q1: 171,583 shares; 2026Q2: 155,177 shares 155,177 $14.1M 0.24% -16,406 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,813 shares; 2025Q3: 50,365 shares; 2025Q4: 52,282 shares; 2026Q1: 60,258 shares; 2026Q2: 62,859 shares 62,859 $14M 0.23% +2,601 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,498 shares; 2025Q3: 121,265 shares; 2025Q4: 152,763 shares; 2026Q1: 205,130 shares; 2026Q2: 203,360 shares 203,360 $14M 0.23% -1,770 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: 8,820 shares; 2025Q1: 8,738 shares; 2025Q2: 8,726 shares; 2025Q3: 79,444 shares; 2025Q4: 79,618 shares; 2026Q1: 79,460 shares; 2026Q2: 80,867 shares 80,867 $13.7M 0.23% +1,407 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: 68,396 shares; 2025Q3: 81,750 shares; 2025Q4: 103,436 shares; 2026Q1: 125,192 shares; 2026Q2: 165,762 shares 165,762 $13.7M 0.23% +40,570 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: 14,297 shares; 2025Q3: 16,844 shares; 2025Q4: 17,317 shares; 2026Q1: 17,724 shares; 2026Q2: 18,732 shares 18,732 $13.5M 0.23% +1,008 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: 20,094 shares; 2024Q4: 17,667 shares; 2025Q1: 17,230 shares; 2025Q2: 48,864 shares; 2025Q3: 47,530 shares; 2025Q4: 47,750 shares; 2026Q1: 47,143 shares; 2026Q2: 49,154 shares 49,154 $13.4M 0.22% +2,011 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: 40,811 shares; 2025Q3: 40,047 shares; 2025Q4: 38,047 shares; 2026Q1: 37,146 shares; 2026Q2: 35,804 shares 35,804 $13.3M 0.22% -1,342 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,509 shares; 2025Q3: 3,731 shares; 2025Q4: 6,344 shares; 2026Q1: 16,461 shares; 2026Q2: 17,330 shares 17,330 $13.2M 0.22% +869 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: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,142 shares; 2025Q2: 35,414 shares; 2025Q3: 34,786 shares; 2025Q4: 68,794 shares; 2026Q1: 68,674 shares; 2026Q2: 68,929 shares 68,929 $13.1M 0.22% +255 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: 4,896 shares; 2024Q4: 4,876 shares; 2025Q1: 5,016 shares; 2025Q2: 103,556 shares; 2025Q3: 103,007 shares; 2025Q4: 104,500 shares; 2026Q1: 106,620 shares; 2026Q2: 109,400 shares 109,400 $12.9M 0.22% +2,780 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: 19,256 shares; 2024Q4: 18,174 shares; 2025Q1: 16,004 shares; 2025Q2: 108,174 shares; 2025Q3: 101,658 shares; 2025Q4: 96,125 shares; 2026Q1: 123,378 shares; 2026Q2: 132,793 shares 132,793 $12.8M 0.21% +9,415 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: 25,273 shares; 2026Q2: 67,255 shares 67,255 $12.8M 0.21% +41,982 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: 3,802 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,132 shares; 2025Q3: 88,964 shares; 2025Q4: 98,842 shares; 2026Q1: 133,729 shares; 2026Q2: 153,062 shares 153,062 $12.7M 0.21% +19,333 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: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,461 shares; 2025Q2: 13,740 shares; 2025Q3: 13,886 shares; 2025Q4: 13,719 shares; 2026Q1: 15,623 shares; 2026Q2: 17,095 shares 17,095 $12.6M 0.21% +1,472 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: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: 2,748 shares; 2025Q2: 25,666 shares; 2025Q3: 27,255 shares; 2025Q4: 26,976 shares; 2026Q1: 32,901 shares; 2026Q2: 39,980 shares 39,980 $12.6M 0.21% +7,079 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: 62,917 shares; 2024Q4: 86,484 shares; 2025Q1: 84,754 shares; 2025Q2: 95,355 shares; 2025Q3: 90,115 shares; 2025Q4: 87,596 shares; 2026Q1: 83,967 shares; 2026Q2: 84,310 shares 84,310 $12.4M 0.21% +343 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 29,886 shares; 2025Q3: 29,494 shares; 2025Q4: 29,630 shares; 2026Q1: 29,429 shares; 2026Q2: 29,308 shares 29,308 $12M 0.2% -121 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,487 shares; 2025Q3: 55,000 shares; 2025Q4: 54,841 shares; 2026Q1: 54,990 shares; 2026Q2: 54,764 shares 54,764 $11.9M 0.2% -226 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,318 shares; 2024Q4: not reported; 2025Q1: 4,766 shares; 2025Q2: 204,717 shares; 2025Q3: 204,921 shares; 2025Q4: 206,600 shares; 2026Q1: 207,742 shares; 2026Q2: 196,206 shares 196,206 $11.7M 0.2% -11,536 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: 87,809 shares; 2024Q4: 98,096 shares; 2025Q1: 102,007 shares; 2025Q2: 117,808 shares; 2025Q3: 208,829 shares; 2025Q4: 204,672 shares; 2026Q1: 167,746 shares; 2026Q2: 158,957 shares 158,957 $11.4M 0.19% -8,789 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: 34,598 shares; 2024Q4: 111,467 shares; 2025Q1: 123,507 shares; 2025Q2: 140,820 shares; 2025Q3: 146,637 shares; 2025Q4: 148,118 shares; 2026Q1: 90,924 shares; 2026Q2: 81,041 shares 81,041 $11.3M 0.19% -9,883 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: 13,360 shares; 2024Q4: 13,177 shares; 2025Q1: 12,907 shares; 2025Q2: 12,585 shares; 2025Q3: 12,371 shares; 2025Q4: 11,912 shares; 2026Q1: 11,588 shares; 2026Q2: 11,520 shares 11,520 $11.3M 0.19% -68 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 548,502 shares; 2025Q3: 527,241 shares; 2025Q4: 527,241 shares; 2026Q1: 486,930 shares; 2026Q2: 486,930 shares 486,930 $11.2M 0.19% 0 Timeline DON 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: 390,289 shares; 2025Q3: 340,573 shares; 2025Q4: 292,142 shares; 2026Q1: 241,866 shares; 2026Q2: 191,626 shares 191,626 $10.8M 0.18% -50,240 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: 17,566 shares; 2024Q4: 16,883 shares; 2025Q1: 15,494 shares; 2025Q2: 26,531 shares; 2025Q3: 29,298 shares; 2025Q4: 27,611 shares; 2026Q1: 26,269 shares; 2026Q2: 25,899 shares 25,899 $10.8M 0.18% -370 Timeline VABK VIRGINIA NATL BK CHRLOTSVLE More: the full row for VIRGINIA NATL BK CHRLOTSVLE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,902 shares; 2024Q4: 14,902 shares; 2025Q1: 14,902 shares; 2025Q2: 14,902 shares; 2025Q3: 242,309 shares; 2025Q4: 242,242 shares; 2026Q1: 242,242 shares; 2026Q2: 242,242 shares 242,242 $10.8M 0.18% 0 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: 11,268 shares; 2025Q3: 14,645 shares; 2025Q4: 14,393 shares; 2026Q1: 20,579 shares; 2026Q2: 21,524 shares 21,524 $10.7M 0.18% +945 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: 26,993 shares; 2025Q3: 28,094 shares; 2025Q4: 29,120 shares; 2026Q1: 28,890 shares; 2026Q2: 31,805 shares 31,805 $10.6M 0.18% +2,915 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: 90,078 shares; 2024Q4: 308,039 shares; 2025Q1: 316,917 shares; 2025Q2: 441,825 shares; 2025Q3: 467,861 shares; 2025Q4: 322,291 shares; 2026Q1: 321,224 shares; 2026Q2: 335,788 shares 335,788 $10.6M 0.18% +14,564 Timeline DFLV 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: 10,516 shares; 2024Q4: 10,516 shares; 2025Q1: 10,516 shares; 2025Q2: 163,099 shares; 2025Q3: 167,452 shares; 2025Q4: 203,071 shares; 2026Q1: 233,457 shares; 2026Q2: 257,927 shares 257,927 $10.2M 0.17% +24,470 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 7,339 shares; 2025Q4: 7,339 shares; 2026Q1: 7,339 shares; 2026Q2: 7,339 shares 7,339 $10.1M 0.17% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,654 shares; 2024Q4: 20,520 shares; 2025Q1: 16,243 shares; 2025Q2: 144,496 shares; 2025Q3: 162,143 shares; 2025Q4: 169,908 shares; 2026Q1: 117,707 shares; 2026Q2: 108,797 shares 108,797 $9.92M 0.17% -8,910 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: 75,842 shares; 2024Q4: 66,864 shares; 2025Q1: 64,547 shares; 2025Q2: 96,644 shares; 2025Q3: 95,125 shares; 2025Q4: 93,441 shares; 2026Q1: 93,707 shares; 2026Q2: 95,125 shares 95,125 $9.88M 0.17% +1,418 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: 6,836 shares; 2024Q4: 6,829 shares; 2025Q1: 6,860 shares; 2025Q2: 20,330 shares; 2025Q3: 47,974 shares; 2025Q4: 46,607 shares; 2026Q1: 45,693 shares; 2026Q2: 43,270 shares 43,270 $9.69M 0.16% -2,423 Timeline IBDW 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: 281,089 shares; 2025Q3: 287,383 shares; 2025Q4: 387,461 shares; 2026Q1: 427,594 shares; 2026Q2: 463,988 shares 463,988 $9.67M 0.16% +36,394 Timeline IBDX 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: 219,947 shares; 2025Q3: 230,946 shares; 2025Q4: 315,958 shares; 2026Q1: 348,200 shares; 2026Q2: 380,552 shares 380,552 $9.59M 0.16% +32,352 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: 11,274 shares; 2024Q4: 11,351 shares; 2025Q1: 11,092 shares; 2025Q2: 20,096 shares; 2025Q3: 19,486 shares; 2025Q4: 19,009 shares; 2026Q1: 15,888 shares; 2026Q2: 14,886 shares 14,886 $9.44M 0.16% -1,002 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: 8,392 shares; 2024Q4: 6,736 shares; 2025Q1: 6,603 shares; 2025Q2: 21,371 shares; 2025Q3: 22,932 shares; 2025Q4: 23,242 shares; 2026Q1: 23,343 shares; 2026Q2: 23,128 shares 23,128 $9.42M 0.16% -215 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: 51,425 shares; 2024Q4: 51,621 shares; 2025Q1: 68,675 shares; 2025Q2: 144,158 shares; 2025Q3: 190,514 shares; 2025Q4: 183,713 shares; 2026Q1: 193,310 shares; 2026Q2: 188,201 shares 188,201 $9.38M 0.16% -5,109 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: 745 shares; 2024Q4: 745 shares; 2025Q1: 813 shares; 2025Q2: 17,944 shares; 2025Q3: 18,264 shares; 2025Q4: 18,762 shares; 2026Q1: 18,696 shares; 2026Q2: 19,060 shares 19,060 $9.36M 0.16% +364 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260,863 shares; 2025Q3: 264,703 shares; 2025Q4: 362,828 shares; 2026Q1: 400,328 shares; 2026Q2: 425,145 shares 425,145 $9.27M 0.15% +24,817 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: 65,967 shares; 2024Q4: 62,679 shares; 2025Q1: 28,723 shares; 2025Q2: 30,025 shares; 2025Q3: 29,441 shares; 2025Q4: 28,670 shares; 2026Q1: 25,523 shares; 2026Q2: 25,125 shares 25,125 $9.26M 0.15% -398 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: 19,073 shares; 2024Q4: 18,970 shares; 2025Q1: 18,606 shares; 2025Q2: 20,181 shares; 2025Q3: 32,442 shares; 2025Q4: 32,182 shares; 2026Q1: 31,107 shares; 2026Q2: 30,829 shares 30,829 $9.19M 0.15% -278 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,949 shares; 2025Q3: 15,151 shares; 2025Q4: 15,863 shares; 2026Q1: 31,840 shares; 2026Q2: 36,199 shares 36,199 $9.05M 0.15% +4,359 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: 21,050 shares; 2024Q4: 21,050 shares; 2025Q1: 20,851 shares; 2025Q2: 38,101 shares; 2025Q3: 38,012 shares; 2025Q4: 38,241 shares; 2026Q1: 34,481 shares; 2026Q2: 34,718 shares 34,718 $9.04M 0.15% +237 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: 116,490 shares; 2024Q4: 113,977 shares; 2025Q1: 111,868 shares; 2025Q2: 224,638 shares; 2025Q3: 308,239 shares; 2025Q4: 306,296 shares; 2026Q1: 224,329 shares; 2026Q2: 212,989 shares 212,989 $9.02M 0.15% -11,340 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: 8,763 shares; 2024Q4: 8,454 shares; 2025Q1: 8,136 shares; 2025Q2: 25,297 shares; 2025Q3: 25,520 shares; 2025Q4: 25,212 shares; 2026Q1: 29,328 shares; 2026Q2: 30,938 shares 30,938 $8.99M 0.15% +1,610 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: 20,033 shares; 2024Q4: 21,032 shares; 2025Q1: 21,680 shares; 2025Q2: 36,631 shares; 2025Q3: 41,743 shares; 2025Q4: 38,823 shares; 2026Q1: 48,053 shares; 2026Q2: 42,969 shares 42,969 $8.81M 0.15% -5,084 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: 58,883 shares; 2024Q4: 58,120 shares; 2025Q1: 55,652 shares; 2025Q2: 100,834 shares; 2025Q3: 120,866 shares; 2025Q4: 108,717 shares; 2026Q1: 108,842 shares; 2026Q2: 108,313 shares 108,313 $8.8M 0.15% -529 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,905 shares; 2025Q3: 22,775 shares; 2025Q4: 24,408 shares; 2026Q1: 24,872 shares; 2026Q2: 28,564 shares 28,564 $8.66M 0.14% +3,692 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,298 shares; 2025Q1: 1,298 shares; 2025Q2: 24,382 shares; 2025Q3: 25,096 shares; 2025Q4: 25,094 shares; 2026Q1: 29,533 shares; 2026Q2: 30,365 shares 30,365 $8.5M 0.14% +832 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,639 shares; 2024Q4: 53,447 shares; 2025Q1: 53,209 shares; 2025Q2: 97,212 shares; 2025Q3: 94,805 shares; 2025Q4: 90,016 shares; 2026Q1: 83,430 shares; 2026Q2: 81,511 shares 81,511 $8.47M 0.14% -1,919 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: 294,646 shares; 2024Q4: 300,777 shares; 2025Q1: 304,437 shares; 2025Q2: 183,707 shares; 2025Q3: 178,278 shares; 2025Q4: 174,356 shares; 2026Q1: 161,696 shares; 2026Q2: 147,065 shares 147,065 $8.38M 0.14% -14,631 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: 5,836 shares; 2024Q4: 5,077 shares; 2025Q1: 3,598 shares; 2025Q2: 4,449 shares; 2025Q3: 16,271 shares; 2025Q4: 16,241 shares; 2026Q1: 16,138 shares; 2026Q2: 15,995 shares 15,995 $8.15M 0.14% -143 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: 2,330 shares; 2025Q4: 3,371 shares; 2026Q1: 25,252 shares; 2026Q2: 30,815 shares 30,815 $8.04M 0.13% +5,563 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,159 shares; 2025Q2: 24,835 shares; 2025Q3: 25,092 shares; 2025Q4: 25,117 shares; 2026Q1: 32,697 shares; 2026Q2: 35,400 shares 35,400 $8.03M 0.13% +2,703 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: 87,217 shares; 2024Q4: 76,934 shares; 2025Q1: 71,865 shares; 2025Q2: 160,104 shares; 2025Q3: 154,166 shares; 2025Q4: 213,019 shares; 2026Q1: 200,939 shares; 2026Q2: 187,812 shares 187,812 $8M 0.13% -13,127 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: 3,024 shares; 2024Q4: 3,807 shares; 2025Q1: 4,321 shares; 2025Q2: 8,849 shares; 2025Q3: 12,689 shares; 2025Q4: 13,530 shares; 2026Q1: 10,841 shares; 2026Q2: 11,414 shares 11,414 $7.84M 0.13% +573 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: 32,010 shares; 2024Q4: 30,094 shares; 2025Q1: 147,791 shares; 2025Q2: 239,963 shares; 2025Q3: 248,918 shares; 2025Q4: 245,688 shares; 2026Q1: 160,996 shares; 2026Q2: 135,656 shares 135,656 $7.82M 0.13% -25,340 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: 34,267 shares 34,267 $7.67M 0.13% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: 31,710 shares; 2025Q3: 32,270 shares; 2025Q4: 31,939 shares; 2026Q1: 31,349 shares; 2026Q2: 32,069 shares 32,069 $7.66M 0.13% +720 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: 4,304 shares; 2024Q4: 4,238 shares; 2025Q1: 4,485 shares; 2025Q2: 18,129 shares; 2025Q3: 19,777 shares; 2025Q4: 19,673 shares; 2026Q1: 19,272 shares; 2026Q2: 20,705 shares 20,705 $7.66M 0.13% +1,433 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: 22,132 shares; 2024Q4: 21,758 shares; 2025Q1: 21,201 shares; 2025Q2: 22,217 shares; 2025Q3: 20,993 shares; 2025Q4: 20,494 shares; 2026Q1: 19,706 shares; 2026Q2: 19,177 shares 19,177 $7.62M 0.13% -529 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,391 shares; 2024Q4: 6,391 shares; 2025Q1: 6,196 shares; 2025Q2: 19,361 shares; 2025Q3: 19,550 shares; 2025Q4: 32,786 shares; 2026Q1: 38,651 shares; 2026Q2: 51,960 shares 51,960 $7.61M 0.13% +13,309 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: 34,337 shares 34,337 $7.59M 0.13% new 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: 63,394 shares; 2024Q4: 66,171 shares; 2025Q1: 70,894 shares; 2025Q2: 89,924 shares; 2025Q3: 89,096 shares; 2025Q4: 87,088 shares; 2026Q1: 54,378 shares; 2026Q2: 46,552 shares 46,552 $7.58M 0.13% -7,826 Timeline BSMR 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: 186,189 shares; 2024Q4: 250,543 shares; 2025Q1: 279,069 shares; 2025Q2: 315,561 shares; 2025Q3: 337,140 shares; 2025Q4: 203,047 shares; 2026Q1: 214,466 shares; 2026Q2: 320,485 shares 320,485 $7.58M 0.13% +106,019 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,087 shares; 2025Q3: 6,890 shares; 2025Q4: 7,165 shares; 2026Q1: 7,244 shares; 2026Q2: 62,704 shares 62,704 $7.49M 0.13% +55,460 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: 33,733 shares; 2024Q4: 26,724 shares; 2025Q1: 21,842 shares; 2025Q2: 49,273 shares; 2025Q3: 63,350 shares; 2025Q4: 61,942 shares; 2026Q1: 57,246 shares; 2026Q2: 51,339 shares 51,339 $7.17M 0.12% -5,907 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: 42,424 shares; 2024Q4: 40,887 shares; 2025Q1: 39,371 shares; 2025Q2: 62,544 shares; 2025Q3: 81,177 shares; 2025Q4: 72,056 shares; 2026Q1: 71,344 shares; 2026Q2: 69,753 shares 69,753 $7.13M 0.12% -1,591 Timeline HEI HEICO CORP NEW More: the full row for HEICO 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: 19,930 shares; 2025Q4: 19,930 shares; 2026Q1: 19,930 shares; 2026Q2: 19,930 shares 19,930 $7.1M 0.12% 0 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: 177,570 shares; 2024Q4: 196,584 shares; 2025Q1: 178,742 shares; 2025Q2: 188,698 shares; 2025Q3: 184,263 shares; 2025Q4: 183,995 shares; 2026Q1: 103,246 shares; 2026Q2: 85,748 shares 85,748 $7.09M 0.12% -17,498 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: 43,244 shares; 2024Q4: 42,013 shares; 2025Q1: 40,561 shares; 2025Q2: 46,159 shares; 2025Q3: 45,046 shares; 2025Q4: 44,279 shares; 2026Q1: 43,058 shares; 2026Q2: 41,769 shares 41,769 $7.06M 0.12% -1,289 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: 1,180 shares; 2025Q3: 2,240 shares; 2025Q4: 3,770 shares; 2026Q1: 4,362 shares; 2026Q2: 6,007 shares 6,007 $7.06M 0.12% +1,645 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,558 shares; 2024Q4: 1,303 shares; 2025Q1: 1,071 shares; 2025Q2: 8,947 shares; 2025Q3: 14,688 shares; 2025Q4: 14,233 shares; 2026Q1: 14,494 shares; 2026Q2: 14,182 shares 14,182 $7.04M 0.12% -312 Timeline ACWX 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: 293,995 shares; 2025Q3: 198,073 shares; 2025Q4: 207,656 shares; 2026Q1: 211,992 shares; 2026Q2: 92,408 shares 92,408 $7.03M 0.12% -119,584 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: 67,810 shares; 2025Q3: 84,388 shares; 2025Q4: 133,992 shares; 2026Q1: 139,504 shares; 2026Q2: 132,496 shares 132,496 $6.97M 0.12% -7,008 Timeline BSMT 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: 102,987 shares; 2024Q4: 136,102 shares; 2025Q1: 150,618 shares; 2025Q2: 168,576 shares; 2025Q3: 177,716 shares; 2025Q4: 177,011 shares; 2026Q1: 190,603 shares; 2026Q2: 301,728 shares 301,728 $6.95M 0.12% +111,125 Timeline BSMW 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: 159,528 shares; 2024Q4: 219,372 shares; 2025Q1: 246,315 shares; 2025Q2: 276,159 shares; 2025Q3: 295,666 shares; 2025Q4: 204,223 shares; 2026Q1: 226,065 shares; 2026Q2: 274,117 shares 274,117 $6.89M 0.12% +48,052 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: 49,912 shares; 2024Q4: 41,727 shares; 2025Q1: 41,249 shares; 2025Q2: 55,915 shares; 2025Q3: 66,699 shares; 2025Q4: 66,080 shares; 2026Q1: 49,194 shares; 2026Q2: 44,545 shares 44,545 $6.84M 0.11% -4,649 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,396 shares; 2025Q3: 21,143 shares; 2025Q4: 22,191 shares; 2026Q1: 36,626 shares; 2026Q2: 40,702 shares 40,702 $6.83M 0.11% +4,076 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: 3,957 shares; 2024Q4: 3,957 shares; 2025Q1: 3,839 shares; 2025Q2: 20,520 shares; 2025Q3: 21,231 shares; 2025Q4: 22,745 shares; 2026Q1: 47,380 shares; 2026Q2: 53,136 shares 53,136 $6.54M 0.11% +5,756 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,425 shares; 2024Q4: 5,648 shares; 2025Q1: 5,154 shares; 2025Q2: 23,433 shares; 2025Q3: 30,913 shares; 2025Q4: 26,686 shares; 2026Q1: 22,319 shares; 2026Q2: 21,503 shares 21,503 $6.3M 0.11% -816 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: 3,896 shares; 2024Q4: 3,964 shares; 2025Q1: 4,016 shares; 2025Q2: 10,643 shares; 2025Q3: 17,698 shares; 2025Q4: 17,486 shares; 2026Q1: 17,615 shares; 2026Q2: 17,229 shares 17,229 $6.24M 0.1% -386 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254,312 shares; 2025Q3: 246,419 shares; 2025Q4: 264,283 shares; 2026Q1: 265,210 shares; 2026Q2: 252,959 shares 252,959 $6.13M 0.1% -12,251 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,593 shares; 2024Q4: 7,593 shares; 2025Q1: 7,593 shares; 2025Q2: 117,565 shares; 2025Q3: 117,807 shares; 2025Q4: 117,691 shares; 2026Q1: 116,360 shares; 2026Q2: 114,093 shares 114,093 $6.12M 0.1% -2,267 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: 2,048 shares; 2024Q4: 2,019 shares; 2025Q1: 1,840 shares; 2025Q2: 21,655 shares; 2025Q3: 23,301 shares; 2025Q4: 22,528 shares; 2026Q1: 40,893 shares; 2026Q2: 44,739 shares 44,739 $6.06M 0.1% +3,846 Timeline BSMS 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: 137,263 shares; 2026Q1: 147,209 shares; 2026Q2: 258,432 shares 258,432 $6.06M 0.1% +111,223 Timeline BSSX 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: 90,483 shares; 2024Q4: 120,176 shares; 2025Q1: 133,194 shares; 2025Q2: 149,009 shares; 2025Q3: 158,341 shares; 2025Q4: 167,067 shares; 2026Q1: 185,413 shares; 2026Q2: 233,605 shares 233,605 $6.03M 0.1% +48,192 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,334 shares; 2025Q3: 12,307 shares; 2025Q4: 62,458 shares; 2026Q1: 66,222 shares; 2026Q2: 60,554 shares 60,554 $6.01M 0.1% -5,668 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 2,438 shares; 2025Q3: 110,303 shares; 2025Q4: 114,452 shares; 2026Q1: 118,614 shares; 2026Q2: 122,417 shares 122,417 $6M 0.1% +3,803 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,571 shares; 2025Q3: 62,526 shares; 2025Q4: 68,015 shares; 2026Q1: 71,345 shares; 2026Q2: 72,051 shares 72,051 $5.93M 0.1% +706 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: 7,453 shares; 2024Q4: 6,418 shares; 2025Q1: 6,338 shares; 2025Q2: 18,468 shares; 2025Q3: 19,681 shares; 2025Q4: 20,313 shares; 2026Q1: 19,724 shares; 2026Q2: 21,012 shares 21,012 $5.91M 0.1% +1,288 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,637 shares; 2024Q4: 5,637 shares; 2025Q1: 5,637 shares; 2025Q2: 110,144 shares; 2025Q3: 108,451 shares; 2025Q4: 102,214 shares; 2026Q1: 79,822 shares; 2026Q2: 74,661 shares 74,661 $5.79M 0.1% -5,161 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: 27,972 shares; 2024Q4: 27,328 shares; 2025Q1: 26,398 shares; 2025Q2: 27,434 shares; 2025Q3: 26,453 shares; 2025Q4: 25,538 shares; 2026Q1: 24,406 shares; 2026Q2: 23,497 shares 23,497 $5.68M 0.09% -909 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: 12,655 shares; 2024Q4: 12,472 shares; 2025Q1: 12,381 shares; 2025Q2: 12,559 shares; 2025Q3: 12,302 shares; 2025Q4: 11,990 shares; 2026Q1: 11,234 shares; 2026Q2: 10,918 shares 10,918 $5.67M 0.09% -316 Timeline BSMU 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: 109,657 shares; 2024Q4: 144,523 shares; 2025Q1: 159,834 shares; 2025Q2: 178,894 shares; 2025Q3: 188,456 shares; 2025Q4: 187,402 shares; 2026Q1: 202,583 shares; 2026Q2: 251,404 shares 251,404 $5.51M 0.09% +48,821 Timeline XLY 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: 24,367 shares; 2025Q3: 24,000 shares; 2025Q4: 47,757 shares; 2026Q1: 47,249 shares; 2026Q2: 46,641 shares 46,641 $5.47M 0.09% -608 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254,056 shares; 2025Q3: 244,446 shares; 2025Q4: 239,187 shares; 2026Q1: 240,181 shares; 2026Q2: 233,769 shares 233,769 $5.41M 0.09% -6,412 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: 9,218 shares; 2024Q4: 8,351 shares; 2025Q1: 7,855 shares; 2025Q2: 20,131 shares; 2025Q3: 23,619 shares; 2025Q4: 29,653 shares; 2026Q1: 38,135 shares; 2026Q2: 40,156 shares 40,156 $5.41M 0.09% +2,021 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: 4,579 shares; 2024Q4: 3,232 shares; 2025Q1: 3,232 shares; 2025Q2: 23,036 shares; 2025Q3: 25,052 shares; 2025Q4: 22,743 shares; 2026Q1: 22,119 shares; 2026Q2: 22,144 shares 22,144 $5.37M 0.09% +25 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 237,870 shares; 2025Q3: 228,331 shares; 2025Q4: 219,420 shares; 2026Q1: 223,691 shares; 2026Q2: 212,420 shares 212,420 $5.36M 0.09% -11,271 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,638 shares; 2025Q3: 19,800 shares; 2025Q4: 45,380 shares; 2026Q1: 52,870 shares; 2026Q2: 87,236 shares 87,236 $5.36M 0.09% +34,366 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: not reported; 2025Q2: 6 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares; 2026Q2: 7 shares 7 $5.24M 0.09% -1 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: 65,288 shares; 2026Q1: 81,108 shares; 2026Q2: 86,429 shares 86,429 $5.2M 0.09% +5,321 Timeline BSMQ 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: 101,731 shares; 2024Q4: 134,135 shares; 2025Q1: 148,205 shares; 2025Q2: 165,321 shares; 2025Q3: 174,334 shares; 2025Q4: 168,040 shares; 2026Q1: 179,385 shares; 2026Q2: 220,272 shares 220,272 $5.19M 0.09% +40,887 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,239 shares; 2024Q4: 1,311 shares; 2025Q1: not reported; 2025Q2: 1,132 shares; 2025Q3: 1,315 shares; 2025Q4: 1,497 shares; 2026Q1: 1,572 shares; 2026Q2: 1,606 shares 1,606 $5.13M 0.09% +34 Timeline BSMV 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: 129,903 shares; 2025Q2: 160,769 shares; 2025Q3: 177,780 shares; 2025Q4: 170,259 shares; 2026Q1: 188,397 shares; 2026Q2: 240,138 shares 240,138 $5.04M 0.08% +51,741 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: 34,077 shares; 2024Q4: 34,251 shares; 2025Q1: 33,132 shares; 2025Q2: 38,260 shares; 2025Q3: 39,573 shares; 2025Q4: 39,439 shares; 2026Q1: 39,563 shares; 2026Q2: 39,598 shares 39,598 $5.01M 0.08% +35 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,000 shares; 2024Q4: 31,000 shares; 2025Q1: 30,000 shares; 2025Q2: 28,000 shares; 2025Q3: 28,000 shares; 2025Q4: 25,000 shares; 2026Q1: 23,000 shares; 2026Q2: 21,500 shares 21,500 $4.93M 0.08% -1,500 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: 9,730 shares; 2024Q4: 10,157 shares; 2025Q1: 10,280 shares; 2025Q2: 12,643 shares; 2025Q3: 14,230 shares; 2025Q4: 13,621 shares; 2026Q1: 7,771 shares; 2026Q2: 6,790 shares 6,790 $4.91M 0.08% -981 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 4,785 shares; 2025Q3: 14,258 shares; 2025Q4: 14,258 shares; 2026Q1: 14,261 shares; 2026Q2: 14,156 shares 14,156 $4.87M 0.08% -105 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: 24,477 shares; 2024Q4: 25,556 shares; 2025Q1: 22,887 shares; 2025Q2: 74,972 shares; 2025Q3: 95,384 shares; 2025Q4: 96,296 shares; 2026Q1: 81,581 shares; 2026Q2: 70,789 shares 70,789 $4.83M 0.08% -10,792 Timeline BSMZ 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: 129,821 shares; 2026Q1: 138,398 shares; 2026Q2: 188,415 shares 188,415 $4.83M 0.08% +50,017 Timeline BSMY 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: 136,677 shares; 2026Q1: 148,354 shares; 2026Q2: 192,723 shares 192,723 $4.75M 0.08% +44,369 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,281 shares; 2025Q3: 29,773 shares; 2025Q4: 28,754 shares; 2026Q1: 27,107 shares; 2026Q2: 26,907 shares 26,907 $4.74M 0.08% -200 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,801 shares; 2024Q4: 41,351 shares; 2025Q1: 42,696 shares; 2025Q2: 45,036 shares; 2025Q3: 43,826 shares; 2025Q4: 43,268 shares; 2026Q1: 22,672 shares; 2026Q2: 19,465 shares 19,465 $4.62M 0.08% -3,207 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: 28,477 shares; 2024Q4: 28,906 shares; 2025Q1: 28,518 shares; 2025Q2: 30,209 shares; 2025Q3: 31,516 shares; 2025Q4: 30,971 shares; 2026Q1: 19,699 shares; 2026Q2: 18,027 shares 18,027 $4.61M 0.08% -1,672 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: 10,507 shares; 2024Q4: 10,067 shares; 2025Q1: 9,611 shares; 2025Q2: 12,305 shares; 2025Q3: 12,690 shares; 2025Q4: 12,296 shares; 2026Q1: 22,900 shares; 2026Q2: 25,514 shares 25,514 $4.58M 0.08% +2,614 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: 24,514 shares; 2024Q4: 24,688 shares; 2025Q1: 24,682 shares; 2025Q2: 29,639 shares; 2025Q3: 28,731 shares; 2025Q4: 28,513 shares; 2026Q1: 19,421 shares; 2026Q2: 16,899 shares 16,899 $4.57M 0.08% -2,522 Timeline RDVI 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: 56,223 shares; 2025Q3: 58,041 shares; 2025Q4: 82,173 shares; 2026Q1: 82,277 shares; 2026Q2: 155,433 shares 155,433 $4.57M 0.08% +73,156 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,734 shares; 2024Q4: 20,312 shares; 2025Q1: 19,791 shares; 2025Q2: 19,069 shares; 2025Q3: 18,436 shares; 2025Q4: 17,945 shares; 2026Q1: 16,747 shares; 2026Q2: 16,233 shares 16,233 $4.56M 0.08% -514 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,730 shares; 2025Q3: 47,904 shares; 2025Q4: 47,551 shares; 2026Q1: 81,724 shares; 2026Q2: 85,226 shares 85,226 $4.53M 0.08% +3,502 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: 1,430 shares; 2025Q3: 26,430 shares; 2025Q4: 26,430 shares; 2026Q1: 26,559 shares; 2026Q2: 26,514 shares 26,514 $4.5M 0.08% -45 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: 5,767 shares; 2024Q4: 5,702 shares; 2025Q1: 5,880 shares; 2025Q2: 12,624 shares; 2025Q3: 12,671 shares; 2025Q4: 12,868 shares; 2026Q1: 12,774 shares; 2026Q2: 55,597 shares 55,597 $4.48M 0.07% +42,823 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 5,686 shares; 2025Q4: 5,652 shares; 2026Q1: 5,652 shares; 2026Q2: 5,652 shares 5,652 $4.47M 0.07% 0 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: 20,975 shares; 2024Q4: 20,446 shares; 2025Q1: 19,961 shares; 2025Q2: 20,342 shares; 2025Q3: 19,959 shares; 2025Q4: 19,538 shares; 2026Q1: 19,446 shares; 2026Q2: 19,337 shares 19,337 $4.44M 0.07% -109 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: 18,439 shares; 2024Q4: 17,444 shares; 2025Q1: 17,001 shares; 2025Q2: 21,094 shares; 2025Q3: 20,653 shares; 2025Q4: 19,771 shares; 2026Q1: 17,561 shares; 2026Q2: 18,016 shares 18,016 $4.44M 0.07% +455 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 208,544 shares; 2025Q3: 208,544 shares; 2025Q4: 208,544 shares; 2026Q1: 208,544 shares; 2026Q2: 208,544 shares 208,544 $4.24M 0.07% 0 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: 17,711 shares; 2024Q4: 17,503 shares; 2025Q1: 17,588 shares; 2025Q2: 28,557 shares; 2025Q3: 29,113 shares; 2025Q4: 28,243 shares; 2026Q1: 27,090 shares; 2026Q2: 26,575 shares 26,575 $4.16M 0.07% -515 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: 49,585 shares; 2024Q4: 49,365 shares; 2025Q1: 48,700 shares; 2025Q2: 85,633 shares; 2025Q3: 207,132 shares; 2025Q4: 205,813 shares; 2026Q1: 201,996 shares; 2026Q2: 200,476 shares 200,476 $4.15M 0.07% -1,520 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,177 shares; 2025Q3: 7,487 shares; 2025Q4: 8,173 shares; 2026Q1: 7,840 shares; 2026Q2: 6,842 shares 6,842 $3.97M 0.07% -998 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 107,891 shares; 2025Q3: 104,624 shares; 2025Q4: 98,246 shares; 2026Q1: 92,860 shares; 2026Q2: 91,081 shares 91,081 $3.96M 0.07% -1,779 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: 37,225 shares; 2024Q4: 38,316 shares; 2025Q1: 37,723 shares; 2025Q2: 56,455 shares; 2025Q3: 53,474 shares; 2025Q4: 53,228 shares; 2026Q1: 37,912 shares; 2026Q2: 33,562 shares 33,562 $3.94M 0.07% -4,350 Timeline DBEF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 82,302 shares; 2025Q3: 83,851 shares; 2025Q4: 77,180 shares; 2026Q1: 71,061 shares; 2026Q2: 70,631 shares 70,631 $3.86M 0.06% -430 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: 161 shares; 2025Q2: 9,840 shares; 2025Q3: 42,943 shares; 2025Q4: 43,163 shares; 2026Q1: 41,915 shares; 2026Q2: 41,583 shares 41,583 $3.83M 0.06% -332 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,559 shares; 2025Q3: 81,997 shares; 2025Q4: 91,472 shares; 2026Q1: 94,442 shares; 2026Q2: 98,207 shares 98,207 $3.81M 0.06% +3,765 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: 3,275 shares; 2024Q4: 3,253 shares; 2025Q1: 3,116 shares; 2025Q2: 3,596 shares; 2025Q3: 9,267 shares; 2025Q4: 11,427 shares; 2026Q1: 11,317 shares; 2026Q2: 11,079 shares 11,079 $3.78M 0.06% -238 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: 26,089 shares; 2024Q4: 25,045 shares; 2025Q1: 23,424 shares; 2025Q2: 61,871 shares; 2025Q3: 61,233 shares; 2025Q4: 58,263 shares; 2026Q1: 39,539 shares; 2026Q2: 29,903 shares 29,903 $3.72M 0.06% -9,636 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 1,765 shares; 2026Q1: 1,765 shares; 2026Q2: 1,765 shares 1,765 $3.66M 0.06% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,580 shares; 2025Q3: 8,729 shares; 2025Q4: 9,876 shares; 2026Q1: 13,756 shares; 2026Q2: 14,347 shares 14,347 $3.65M 0.06% +591 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 5,640 shares; 2025Q4: 5,640 shares; 2026Q1: 5,669 shares; 2026Q2: 5,640 shares 5,640 $3.63M 0.06% -29 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,664 shares; 2024Q4: 3,282 shares; 2025Q1: 2,395 shares; 2025Q2: 10,431 shares; 2025Q3: 11,014 shares; 2025Q4: 10,180 shares; 2026Q1: 9,539 shares; 2026Q2: 9,274 shares 9,274 $3.59M 0.06% -265 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: 109 shares; 2024Q4: not reported; 2025Q1: 105 shares; 2025Q2: 204 shares; 2025Q3: 895 shares; 2025Q4: 1,434 shares; 2026Q1: 1,708 shares; 2026Q2: 2,098 shares 2,098 $3.56M 0.06% +390 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 508 shares; 2025Q1: not reported; 2025Q2: 7,071 shares; 2025Q3: 7,110 shares; 2025Q4: 6,771 shares; 2026Q1: 6,144 shares; 2026Q2: 28,597 shares 28,597 $3.55M 0.06% +22,453 Timeline IXN 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: 27,701 shares; 2025Q3: 26,948 shares; 2025Q4: 25,552 shares; 2026Q1: 25,356 shares; 2026Q2: 24,296 shares 24,296 $3.51M 0.06% -1,060 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: 3,882 shares; 2024Q4: 3,993 shares; 2025Q1: 3,928 shares; 2025Q2: 14,686 shares; 2025Q3: 15,463 shares; 2025Q4: 15,914 shares; 2026Q1: 15,938 shares; 2026Q2: 15,708 shares 15,708 $3.42M 0.06% -230 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: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,667 shares; 2025Q2: 7,004 shares; 2025Q3: 8,074 shares; 2025Q4: 7,957 shares; 2026Q1: 8,238 shares; 2026Q2: 9,043 shares 9,043 $3.38M 0.06% +805 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 13,370 shares; 2025Q4: 13,370 shares; 2026Q1: 13,440 shares; 2026Q2: 13,675 shares 13,675 $3.37M 0.06% +235 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: 15,527 shares; 2024Q4: 3,359 shares; 2025Q1: 1,867 shares; 2025Q2: 2,526 shares; 2025Q3: 3,843 shares; 2025Q4: 5,561 shares; 2026Q1: 6,575 shares; 2026Q2: 8,935 shares 8,935 $3.35M 0.06% +2,360 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: 9,163 shares; 2024Q4: 6,810 shares; 2025Q1: 9,021 shares; 2025Q2: 10,649 shares; 2025Q3: 10,667 shares; 2025Q4: 10,623 shares; 2026Q1: 10,577 shares; 2026Q2: 10,085 shares 10,085 $3.33M 0.06% -492 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,541 shares; 2025Q3: 16,704 shares; 2025Q4: 16,273 shares; 2026Q1: 15,801 shares; 2026Q2: 17,377 shares 17,377 $3.3M 0.06% +1,576 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: 1,985 shares; 2024Q4: 1,990 shares; 2025Q1: 1,985 shares; 2025Q2: 12,231 shares; 2025Q3: 11,219 shares; 2025Q4: 10,959 shares; 2026Q1: 12,009 shares; 2026Q2: 10,887 shares 10,887 $3.27M 0.05% -1,122 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,316 shares; 2025Q3: 24,569 shares; 2025Q4: 24,010 shares; 2026Q1: 12,456 shares; 2026Q2: 12,112 shares 12,112 $3.15M 0.05% -344 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: 80,649 shares; 2024Q4: 67,183 shares; 2025Q1: 63,491 shares; 2025Q2: 98,295 shares; 2025Q3: 100,666 shares; 2025Q4: 96,693 shares; 2026Q1: 48,454 shares; 2026Q2: 30,470 shares 30,470 $3.15M 0.05% -17,984 Timeline KBE 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: 48,075 shares; 2025Q3: 47,232 shares; 2025Q4: 46,486 shares; 2026Q1: 46,242 shares; 2026Q2: 45,846 shares 45,846 $3.13M 0.05% -396 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,117 shares; 2025Q3: 53,253 shares; 2025Q4: 55,610 shares; 2026Q1: 52,485 shares; 2026Q2: 42,713 shares 42,713 $3.08M 0.05% -9,772 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 19,847 shares; 2025Q3: 23,185 shares; 2025Q4: 23,054 shares; 2026Q1: 21,440 shares; 2026Q2: 19,237 shares 19,237 $3.05M 0.05% -2,203 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: 17,703 shares; 2024Q4: 17,583 shares; 2025Q1: 17,607 shares; 2025Q2: 23,758 shares; 2025Q3: 22,921 shares; 2025Q4: 22,636 shares; 2026Q1: 22,344 shares; 2026Q2: 21,280 shares 21,280 $3.05M 0.05% -1,064 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: 67,990 shares; 2024Q4: 61,173 shares; 2025Q1: 52,613 shares; 2025Q2: 100,713 shares; 2025Q3: 92,349 shares; 2025Q4: 85,373 shares; 2026Q1: 60,139 shares; 2026Q2: 52,623 shares 52,623 $3.04M 0.05% -7,516 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: 1,531 shares; 2025Q3: 3,382 shares; 2025Q4: 2,791 shares; 2026Q1: 2,724 shares; 2026Q2: 2,596 shares 2,596 $3M 0.05% -128 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: 994 shares; 2024Q4: 994 shares; 2025Q1: 994 shares; 2025Q2: 2,633 shares; 2025Q3: 8,575 shares; 2025Q4: 8,364 shares; 2026Q1: 8,508 shares; 2026Q2: 8,420 shares 8,420 $2.98M 0.05% -88 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,536 shares; 2024Q4: 27,575 shares; 2025Q1: 26,126 shares; 2025Q2: 62,391 shares; 2025Q3: 91,883 shares; 2025Q4: 85,330 shares; 2026Q1: 81,108 shares; 2026Q2: 72,491 shares 72,491 $2.98M 0.05% -8,617 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: 905 shares; 2025Q3: 3,817 shares; 2025Q4: 4,489 shares; 2026Q1: 4,692 shares; 2026Q2: 5,097 shares 5,097 $2.94M 0.05% +405 Timeline IBDY 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: 203,241 shares; 2025Q3: 202,233 shares; 2025Q4: 160,277 shares; 2026Q1: 149,627 shares; 2026Q2: 112,702 shares 112,702 $2.9M 0.05% -36,925 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: 158,890 shares; 2024Q4: 160,384 shares; 2025Q1: 160,403 shares; 2025Q2: 52,464 shares; 2025Q3: 58,380 shares; 2025Q4: 49,943 shares; 2026Q1: 58,568 shares; 2026Q2: 57,184 shares 57,184 $2.72M 0.05% -1,384 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: 84,168 shares; 2024Q4: 75,404 shares; 2025Q1: 74,248 shares; 2025Q2: 101,345 shares; 2025Q3: 133,990 shares; 2025Q4: 121,625 shares; 2026Q1: 121,491 shares; 2026Q2: 112,666 shares 112,666 $2.71M 0.05% -8,825 Timeline IBDZ 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: 170,822 shares; 2025Q3: 167,777 shares; 2025Q4: 136,202 shares; 2026Q1: 131,747 shares; 2026Q2: 103,669 shares 103,669 $2.7M 0.05% -28,078 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: 19,000 shares; 2024Q4: 18,975 shares; 2025Q1: 19,425 shares; 2025Q2: 18,675 shares; 2025Q3: 20,832 shares; 2025Q4: 20,332 shares; 2026Q1: 20,235 shares; 2026Q2: 20,112 shares 20,112 $2.67M 0.04% -123 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249,673 shares; 2025Q3: 235,629 shares; 2025Q4: 231,436 shares; 2026Q1: 216,018 shares; 2026Q2: 109,710 shares 109,710 $2.66M 0.04% -106,308 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,542 shares; 2024Q4: 5,542 shares; 2025Q1: not reported; 2025Q2: 3,083 shares; 2025Q3: 47,816 shares; 2025Q4: 48,947 shares; 2026Q1: 48,856 shares; 2026Q2: 52,550 shares 52,550 $2.66M 0.04% +3,694 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: 2,189 shares; 2024Q4: 2,189 shares; 2025Q1: 2,189 shares; 2025Q2: 4,574 shares; 2025Q3: 4,407 shares; 2025Q4: 3,967 shares; 2026Q1: 3,753 shares; 2026Q2: 3,717 shares 3,717 $2.65M 0.04% -36 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,450 shares; 2025Q3: 26,440 shares; 2025Q4: 40,149 shares; 2026Q1: 46,113 shares; 2026Q2: 48,859 shares 48,859 $2.64M 0.04% +2,746 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,267 shares; 2024Q4: 3,996 shares; 2025Q1: 4,337 shares; 2025Q2: 4,297 shares; 2025Q3: 7,115 shares; 2025Q4: 6,866 shares; 2026Q1: 4,634 shares; 2026Q2: 4,186 shares 4,186 $2.61M 0.04% -448 Timeline XBI 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: 29,829 shares; 2025Q3: 26,327 shares; 2025Q4: 24,493 shares; 2026Q1: 16,849 shares; 2026Q2: 16,047 shares 16,047 $2.54M 0.04% -802 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL 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: 1,101 shares; 2025Q4: 1,550 shares; 2026Q1: 1,494 shares; 2026Q2: 1,298 shares 1,298 $2.54M 0.04% -196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 8,012 shares; 2025Q4: 7,974 shares; 2026Q1: 7,959 shares; 2026Q2: 7,933 shares 7,933 $2.48M 0.04% -26 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,616 shares; 2024Q4: 50,942 shares; 2025Q1: 51,873 shares; 2025Q2: 56,993 shares; 2025Q3: 55,141 shares; 2025Q4: 55,782 shares; 2026Q1: 25,729 shares; 2026Q2: 21,670 shares 21,670 $2.42M 0.04% -4,059 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: 8,234 shares; 2024Q4: 8,234 shares; 2025Q1: 8,384 shares; 2025Q2: 23,780 shares; 2025Q3: 24,325 shares; 2025Q4: 25,425 shares; 2026Q1: 24,252 shares; 2026Q2: 25,201 shares 25,201 $2.41M 0.04% +949 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,250 shares; 2025Q3: 20,999 shares; 2025Q4: 41,080 shares; 2026Q1: 44,355 shares; 2026Q2: 45,357 shares 45,357 $2.41M 0.04% +1,002 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,534 shares; 2025Q3: 11,790 shares; 2025Q4: 11,094 shares; 2026Q1: 14,257 shares; 2026Q2: 15,523 shares 15,523 $2.41M 0.04% +1,266 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,198 shares; 2025Q4: 1,153 shares; 2026Q1: 1,160 shares; 2026Q2: 1,150 shares 1,150 $2.39M 0.04% -10 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: 45,975 shares; 2025Q3: 46,892 shares; 2025Q4: 37,846 shares; 2026Q1: 36,288 shares; 2026Q2: 30,109 shares 30,109 $2.38M 0.04% -6,179 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,624 shares; 2025Q3: 63,649 shares; 2025Q4: 61,858 shares; 2026Q1: 62,275 shares; 2026Q2: 79,442 shares 79,442 $2.34M 0.04% +17,167 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,960 shares; 2024Q4: 54,960 shares; 2025Q1: 55,838 shares; 2025Q2: 55,338 shares; 2025Q3: 58,500 shares; 2025Q4: 56,672 shares; 2026Q1: 56,672 shares; 2026Q2: 56,672 shares 56,672 $2.32M 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,297 shares; 2025Q3: 2,607 shares; 2025Q4: 6,032 shares; 2026Q1: 7,132 shares; 2026Q2: 8,316 shares 8,316 $2.32M 0.04% +1,184 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: 11,723 shares; 2025Q3: 16,833 shares; 2025Q4: 12,791 shares; 2026Q1: 13,427 shares; 2026Q2: 25,962 shares 25,962 $2.26M 0.04% +12,535 Timeline WCAP SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; 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: 299,124 shares; 2026Q2: 233,359 shares 233,359 $2.24M 0.04% -65,765 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,420 shares; 2025Q3: 10,027 shares; 2025Q4: 10,050 shares; 2026Q1: 10,023 shares; 2026Q2: 10,009 shares 10,009 $2.21M 0.04% -14 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: 10,606 shares; 2025Q3: 11,344 shares; 2025Q4: 10,978 shares; 2026Q1: 9,852 shares; 2026Q2: 9,075 shares 9,075 $2.15M 0.04% -777 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: 2,801 shares; 2024Q4: 2,857 shares; 2025Q1: 3,080 shares; 2025Q2: 9,108 shares; 2025Q3: 8,818 shares; 2025Q4: 9,079 shares; 2026Q1: 10,347 shares; 2026Q2: 10,080 shares 10,080 $2.14M 0.04% -267 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 463 shares; 2025Q3: 6,408 shares; 2025Q4: 9,031 shares; 2026Q1: 11,281 shares; 2026Q2: 12,277 shares 12,277 $2.09M 0.03% +996 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE 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: 365 shares; 2025Q3: 18,267 shares; 2025Q4: 18,267 shares; 2026Q1: 18,129 shares; 2026Q2: 17,907 shares 17,907 $2.04M 0.03% -222 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 717 shares; 2026Q1: 3,857 shares; 2026Q2: 3,842 shares 3,842 $2.01M 0.03% -15 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: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 9,799 shares; 2025Q4: 12,031 shares; 2026Q1: 14,449 shares; 2026Q2: 12,928 shares 12,928 $1.99M 0.03% -1,521 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,669 shares; 2024Q4: 10,265 shares; 2025Q1: 10,093 shares; 2025Q2: 10,027 shares; 2025Q3: 10,027 shares; 2025Q4: 10,028 shares; 2026Q1: 10,027 shares; 2026Q2: 10,027 shares 10,027 $1.98M 0.03% 0 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: 18,645 shares; 2024Q4: 15,968 shares; 2025Q1: 16,066 shares; 2025Q2: 42,165 shares; 2025Q3: 42,628 shares; 2025Q4: 41,762 shares; 2026Q1: 37,401 shares; 2026Q2: 36,133 shares 36,133 $1.96M 0.03% -1,268 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: 60,687 shares; 2025Q3: 75,671 shares; 2025Q4: 81,290 shares; 2026Q1: 37,654 shares; 2026Q2: 43,451 shares 43,451 $1.91M 0.03% +5,797 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: 26,188 shares; 2024Q4: 28,778 shares; 2025Q1: 30,162 shares; 2025Q2: 36,649 shares; 2025Q3: 34,925 shares; 2025Q4: 30,094 shares; 2026Q1: 17,055 shares; 2026Q2: 14,553 shares 14,553 $1.89M 0.03% -2,502 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,670 shares; 2024Q4: 21,670 shares; 2025Q1: 21,685 shares; 2025Q2: 34,593 shares; 2025Q3: 34,155 shares; 2025Q4: 28,174 shares; 2026Q1: 22,343 shares; 2026Q2: 22,493 shares 22,493 $1.88M 0.03% +150 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,992 shares; 2025Q3: 7,757 shares; 2025Q4: 7,374 shares; 2026Q1: 7,478 shares; 2026Q2: 7,982 shares 7,982 $1.88M 0.03% +504 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,360 shares; 2025Q3: 20,086 shares; 2025Q4: 10,214 shares; 2026Q1: 10,214 shares; 2026Q2: 98,024 shares 98,024 $1.87M 0.03% +87,810 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 165,565 shares; 2026Q1: 159,964 shares; 2026Q2: 143,629 shares 143,629 $1.87M 0.03% -16,335 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,524 shares; 2025Q3: 13,362 shares; 2025Q4: 13,605 shares; 2026Q1: 12,482 shares; 2026Q2: 10,482 shares 10,482 $1.86M 0.03% -2,000 Timeline IBMR 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: 56,112 shares; 2025Q3: 57,087 shares; 2025Q4: 67,081 shares; 2026Q1: 69,133 shares; 2026Q2: 73,068 shares 73,068 $1.86M 0.03% +3,935 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: 2,220 shares; 2024Q4: 7,535 shares; 2025Q1: 6,089 shares; 2025Q2: 6,923 shares; 2025Q3: 10,370 shares; 2025Q4: 10,201 shares; 2026Q1: 9,710 shares; 2026Q2: 9,040 shares 9,040 $1.82M 0.03% -670 Timeline XLI 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: 9,584 shares; 2025Q3: 9,538 shares; 2025Q4: 9,470 shares; 2026Q1: 9,700 shares; 2026Q2: 9,806 shares 9,806 $1.82M 0.03% +106 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: 26,635 shares; 2024Q4: 27,358 shares; 2025Q1: 27,341 shares; 2025Q2: 54,944 shares; 2025Q3: 44,552 shares; 2025Q4: 40,904 shares; 2026Q1: 19,082 shares; 2026Q2: 11,474 shares 11,474 $1.8M 0.03% -7,608 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: 1,387 shares; 2024Q4: 1,387 shares; 2025Q1: 1,112 shares; 2025Q2: 44,769 shares; 2025Q3: 43,859 shares; 2025Q4: 35,000 shares; 2026Q1: 15,159 shares; 2026Q2: 10,826 shares 10,826 $1.77M 0.03% -4,333 Timeline IBMQ 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: 63,186 shares; 2025Q3: 62,586 shares; 2025Q4: 71,632 shares; 2026Q1: 73,026 shares; 2026Q2: 68,363 shares 68,363 $1.75M 0.03% -4,663 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,532 shares; 2024Q4: 94,773 shares; 2025Q1: 94,539 shares; 2025Q2: 91,915 shares; 2025Q3: 97,918 shares; 2025Q4: 94,893 shares; 2026Q1: 94,893 shares; 2026Q2: 94,361 shares 94,361 $1.74M 0.03% -532 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,313 shares; 2025Q3: 28,623 shares; 2025Q4: 27,294 shares; 2026Q1: 27,294 shares; 2026Q2: 29,491 shares 29,491 $1.74M 0.03% +2,197 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,967 shares; 2025Q3: 23,812 shares; 2025Q4: 25,521 shares; 2026Q1: 25,935 shares; 2026Q2: 31,231 shares 31,231 $1.73M 0.03% +5,296 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,546 shares; 2024Q4: 10,546 shares; 2025Q1: 10,546 shares; 2025Q2: 12,933 shares; 2025Q3: 25,666 shares; 2025Q4: 30,241 shares; 2026Q1: 28,725 shares; 2026Q2: 45,628 shares 45,628 $1.7M 0.03% +16,903 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,628 shares; 2025Q3: 183,942 shares; 2025Q4: 162,465 shares; 2026Q1: 163,165 shares; 2026Q2: 153,965 shares 153,965 $1.66M 0.03% -9,200 Timeline IBMS 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: 50,469 shares; 2025Q3: 50,918 shares; 2025Q4: 62,412 shares; 2026Q1: 63,365 shares; 2026Q2: 63,752 shares 63,752 $1.65M 0.03% +387 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares; 2026Q2: 1,920 shares 1,920 $1.65M 0.03% +10 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,678 shares; 2025Q3: 17,384 shares; 2025Q4: 17,491 shares; 2026Q1: 17,493 shares; 2026Q2: 17,491 shares 17,491 $1.62M 0.03% -2 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,096 shares; 2024Q4: 3,096 shares; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 27,156 shares; 2025Q4: 30,156 shares; 2026Q1: 30,156 shares; 2026Q2: 30,444 shares 30,444 $1.61M 0.03% +288 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: 5,776 shares; 2024Q4: 5,527 shares; 2025Q1: 5,242 shares; 2025Q2: 9,423 shares; 2025Q3: 11,137 shares; 2025Q4: 12,041 shares; 2026Q1: 12,019 shares; 2026Q2: 11,644 shares 11,644 $1.59M 0.03% -375 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,438 shares; 2025Q3: 27,877 shares; 2025Q4: 17,196 shares; 2026Q1: 17,596 shares; 2026Q2: 43,275 shares 43,275 $1.59M 0.03% +25,679 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 860 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,257 shares; 2025Q3: 1,537 shares; 2025Q4: 3,323 shares; 2026Q1: 4,981 shares; 2026Q2: 6,372 shares 6,372 $1.58M 0.03% +1,391 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 4,028 shares; 2025Q4: 4,028 shares; 2026Q1: 3,950 shares; 2026Q2: 3,980 shares 3,980 $1.57M 0.03% +30 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,930 shares; 2025Q4: 2,993 shares; 2026Q1: 2,999 shares; 2026Q2: 2,970 shares 2,970 $1.56M 0.03% -29 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 151 shares; 2025Q3: 2,730 shares; 2025Q4: 2,745 shares; 2026Q1: 2,722 shares; 2026Q2: 2,785 shares 2,785 $1.56M 0.03% +63 Timeline IBCA 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: 12,167 shares; 2025Q3: 20,774 shares; 2025Q4: 63,481 shares; 2026Q1: 81,726 shares; 2026Q2: 60,871 shares 60,871 $1.56M 0.03% -20,855 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,541 shares; 2025Q3: 45,152 shares; 2025Q4: 44,410 shares; 2026Q1: 25,002 shares; 2026Q2: 20,688 shares 20,688 $1.55M 0.03% -4,314 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,336 shares; 2025Q3: 41,565 shares; 2025Q4: 38,324 shares; 2026Q1: 37,255 shares; 2026Q2: 36,620 shares 36,620 $1.54M 0.03% -635 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: 24,331 shares; 2024Q4: 24,164 shares; 2025Q1: 21,231 shares; 2025Q2: 22,317 shares; 2025Q3: 22,014 shares; 2025Q4: 18,819 shares; 2026Q1: 43,705 shares; 2026Q2: 37,866 shares 37,866 $1.51M 0.03% -5,839 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,545 shares; 2024Q4: 90,418 shares; 2025Q1: 88,613 shares; 2025Q2: 85,613 shares; 2025Q3: 99,789 shares; 2025Q4: 97,164 shares; 2026Q1: 97,164 shares; 2026Q2: 96,664 shares 96,664 $1.49M 0.02% -500 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,594 shares; 2025Q3: 18,416 shares; 2025Q4: 17,955 shares; 2026Q1: 17,839 shares; 2026Q2: 17,409 shares 17,409 $1.47M 0.02% -430 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,189 shares; 2025Q3: 15,873 shares; 2025Q4: 14,589 shares; 2026Q1: 14,389 shares; 2026Q2: 14,755 shares 14,755 $1.46M 0.02% +366 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,442 shares; 2025Q4: 3,458 shares; 2026Q1: 3,490 shares; 2026Q2: 3,490 shares 3,490 $1.45M 0.02% 0 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: 7,226 shares; 2024Q4: 7,326 shares; 2025Q1: 7,261 shares; 2025Q2: 12,776 shares; 2025Q3: 14,069 shares; 2025Q4: 14,232 shares; 2026Q1: 13,813 shares; 2026Q2: 13,051 shares 13,051 $1.43M 0.02% -762 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: 13,425 shares; 2024Q4: 13,951 shares; 2025Q1: 12,403 shares; 2025Q2: 20,755 shares; 2025Q3: 16,931 shares; 2025Q4: 16,693 shares; 2026Q1: 16,629 shares; 2026Q2: 15,426 shares 15,426 $1.41M 0.02% -1,203 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 949 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 2,185 shares 2,185 $1.4M 0.02% +1,235 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE 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: 27,200 shares; 2025Q4: 27,200 shares; 2026Q1: 27,204 shares; 2026Q2: 27,200 shares 27,200 $1.39M 0.02% -4 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR 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: 14,950 shares; 2025Q4: 14,950 shares; 2026Q1: 14,950 shares; 2026Q2: 14,650 shares 14,650 $1.39M 0.02% -300 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: 9,433 shares; 2025Q3: 12,182 shares; 2025Q4: 8,099 shares; 2026Q1: 5,466 shares; 2026Q2: 4,996 shares 4,996 $1.38M 0.02% -470 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1,801 shares; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares; 2026Q2: 1,801 shares 1,801 $1.37M 0.02% 0 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: 5,930 shares; 2024Q4: 6,005 shares; 2025Q1: 5,930 shares; 2025Q2: 12,691 shares; 2025Q3: 12,871 shares; 2025Q4: 12,423 shares; 2026Q1: 9,551 shares; 2026Q2: 9,744 shares 9,744 $1.34M 0.02% +193 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,211 shares; 2024Q4: 8,879 shares; 2025Q1: 9,156 shares; 2025Q2: 9,151 shares; 2025Q3: 9,443 shares; 2025Q4: 9,210 shares; 2026Q1: 9,210 shares; 2026Q2: 9,210 shares 9,210 $1.34M 0.02% 0 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 250 shares; 2025Q3: 15,609 shares; 2025Q4: 15,609 shares; 2026Q1: 15,609 shares; 2026Q2: 15,359 shares 15,359 $1.33M 0.02% -250 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,556 shares; 2025Q3: 13,750 shares; 2025Q4: 13,333 shares; 2026Q1: 24,005 shares; 2026Q2: 25,999 shares 25,999 $1.31M 0.02% +1,994 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: 358 shares; 2025Q2: 799 shares; 2025Q3: 2,123 shares; 2025Q4: 2,099 shares; 2026Q1: 1,839 shares; 2026Q2: 1,727 shares 1,727 $1.31M 0.02% -112 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 0 shares; 2025Q3: 8,613 shares; 2025Q4: 8,474 shares; 2026Q1: 8,477 shares; 2026Q2: 8,474 shares 8,474 $1.29M 0.02% -3 Timeline IBMP 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: 50,995 shares; 2025Q3: 50,995 shares; 2025Q4: 54,501 shares; 2026Q1: 55,909 shares; 2026Q2: 50,607 shares 50,607 $1.29M 0.02% -5,302 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,814 shares; 2026Q2: 4,813 shares 4,813 $1.27M 0.02% -1 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: 2,956 shares; 2025Q1: 2,948 shares; 2025Q2: 5,360 shares; 2025Q3: 6,328 shares; 2025Q4: 6,244 shares; 2026Q1: 6,594 shares; 2026Q2: 6,043 shares 6,043 $1.26M 0.02% -551 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: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,700 shares; 2025Q2: 5,555 shares; 2025Q3: 5,455 shares; 2025Q4: 5,455 shares; 2026Q1: 4,951 shares; 2026Q2: 7,584 shares 7,584 $1.25M 0.02% +2,633 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119 shares; 2025Q3: 6,997 shares; 2025Q4: 6,997 shares; 2026Q1: 6,997 shares; 2026Q2: 6,997 shares 6,997 $1.23M 0.02% 0 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,609 shares; 2025Q3: 28,306 shares; 2025Q4: 28,248 shares; 2026Q1: 27,398 shares; 2026Q2: 26,834 shares 26,834 $1.23M 0.02% -564 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,783 shares; 2024Q4: 84,714 shares; 2025Q1: 84,214 shares; 2025Q2: 88,226 shares; 2025Q3: 95,207 shares; 2025Q4: 91,634 shares; 2026Q1: 61,479 shares; 2026Q2: 66,099 shares 66,099 $1.22M 0.02% +4,620 Timeline QQQM 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: 815 shares; 2025Q3: 844 shares; 2025Q4: 872 shares; 2026Q1: 1,196 shares; 2026Q2: 4,033 shares 4,033 $1.22M 0.02% +2,837 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: 9,969 shares; 2025Q3: 31,966 shares; 2025Q4: 32,802 shares; 2026Q1: 36,217 shares; 2026Q2: 38,093 shares 38,093 $1.22M 0.02% +1,876 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 25,883 shares; 2025Q3: 29,442 shares; 2025Q4: 29,233 shares; 2026Q1: 29,233 shares; 2026Q2: 28,952 shares 28,952 $1.2M 0.02% -281 Timeline MGC 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: 81,821 shares; 2024Q4: 85,922 shares; 2025Q1: 85,670 shares; 2025Q2: 5,409 shares; 2025Q3: 5,856 shares; 2025Q4: 5,139 shares; 2026Q1: 4,517 shares; 2026Q2: 4,350 shares 4,350 $1.19M 0.02% -167 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 486 shares; 2025Q3: 8,448 shares; 2025Q4: 8,440 shares; 2026Q1: 8,321 shares; 2026Q2: 8,371 shares 8,371 $1.18M 0.02% +50 Timeline XLP 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: 4,892 shares; 2024Q4: 4,892 shares; 2025Q1: 4,892 shares; 2025Q2: 15,153 shares; 2025Q3: 16,942 shares; 2025Q4: 16,982 shares; 2026Q1: 14,256 shares; 2026Q2: 14,186 shares 14,186 $1.18M 0.02% -70 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: 16,382 shares; 2024Q4: 16,382 shares; 2025Q1: 15,866 shares; 2025Q2: 16,479 shares; 2025Q3: 16,822 shares; 2025Q4: 13,222 shares; 2026Q1: 12,438 shares; 2026Q2: 12,238 shares 12,238 $1.18M 0.02% -200 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: 24,036 shares; 2024Q4: 15,363 shares; 2025Q1: 10,769 shares; 2025Q2: 17,273 shares; 2025Q3: 15,942 shares; 2025Q4: 15,301 shares; 2026Q1: 14,328 shares; 2026Q2: 14,958 shares 14,958 $1.17M 0.02% +630 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46 shares; 2025Q3: 15,311 shares; 2025Q4: 16,152 shares; 2026Q1: 12,872 shares; 2026Q2: 13,893 shares 13,893 $1.14M 0.02% +1,021 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: 2,557 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 3,320 shares; 2025Q3: 3,394 shares; 2025Q4: 3,394 shares; 2026Q1: 3,336 shares; 2026Q2: 3,703 shares 3,703 $1.13M 0.02% +367 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,696 shares; 2024Q4: 7,679 shares; 2025Q1: 6,297 shares; 2025Q2: 61,227 shares; 2025Q3: 56,281 shares; 2025Q4: 45,785 shares; 2026Q1: 27,964 shares; 2026Q2: 15,686 shares 15,686 $1.13M 0.02% -12,278 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: 5,732 shares; 2024Q4: 5,632 shares; 2025Q1: 5,494 shares; 2025Q2: 4,083 shares; 2025Q3: 22,122 shares; 2025Q4: 22,232 shares; 2026Q1: 25,003 shares; 2026Q2: 23,997 shares 23,997 $1.12M 0.02% -1,006 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: 7,727 shares; 2024Q4: 7,727 shares; 2025Q1: 7,637 shares; 2025Q2: 7,403 shares; 2025Q3: 7,346 shares; 2025Q4: 7,452 shares; 2026Q1: 7,707 shares; 2026Q2: 7,702 shares 7,702 $1.11M 0.02% -5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,932 shares; 2024Q4: 9,984 shares; 2025Q1: 10,040 shares; 2025Q2: 10,379 shares; 2025Q3: 9,920 shares; 2025Q4: 9,930 shares; 2026Q1: 3,418 shares; 2026Q2: 2,417 shares 2,417 $1.11M 0.02% -1,001 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,940 shares; 2024Q4: 9,823 shares; 2025Q1: 8,976 shares; 2025Q2: 5,894 shares; 2025Q3: 6,051 shares; 2025Q4: 6,108 shares; 2026Q1: 6,962 shares; 2026Q2: 7,292 shares 7,292 $1.1M 0.02% +330 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: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 4,155 shares; 2025Q2: 4,331 shares; 2025Q3: 4,692 shares; 2025Q4: 4,665 shares; 2026Q1: 4,626 shares; 2026Q2: 4,592 shares 4,592 $1.09M 0.02% -34 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: 8,171 shares; 2024Q4: 8,171 shares; 2025Q1: 8,012 shares; 2025Q2: 8,921 shares; 2025Q3: 9,462 shares; 2025Q4: 9,269 shares; 2026Q1: 8,628 shares; 2026Q2: 8,636 shares 8,636 $1.09M 0.02% +8 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: 34,432 shares; 2024Q4: 30,286 shares; 2025Q1: 29,482 shares; 2025Q2: 5,478 shares; 2025Q3: 5,763 shares; 2025Q4: 5,096 shares; 2026Q1: 4,878 shares; 2026Q2: 4,879 shares 4,879 $1.09M 0.02% +1 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: 21,721 shares; 2024Q4: 20,816 shares; 2025Q1: 19,181 shares; 2025Q2: 18,960 shares; 2025Q3: 18,604 shares; 2025Q4: 12,724 shares; 2026Q1: 12,507 shares; 2026Q2: 10,104 shares 10,104 $1.09M 0.02% -2,403 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: 7,611 shares; 2024Q4: 7,611 shares; 2025Q1: 7,611 shares; 2025Q2: 10,612 shares; 2025Q3: 10,113 shares; 2025Q4: 10,025 shares; 2026Q1: 10,025 shares; 2026Q2: 14,269 shares 14,269 $1.08M 0.02% +4,244 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: 1,153 shares; 2025Q3: 1,848 shares; 2025Q4: 1,928 shares; 2026Q1: 1,892 shares; 2026Q2: 2,495 shares 2,495 $1.08M 0.02% +603 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: 4,587 shares; 2024Q4: 4,587 shares; 2025Q1: 4,543 shares; 2025Q2: 6,409 shares; 2025Q3: 7,037 shares; 2025Q4: 6,888 shares; 2026Q1: 6,747 shares; 2026Q2: 6,637 shares 6,637 $1.07M 0.02% -110 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 508 shares; 2025Q3: 11,892 shares; 2025Q4: 11,892 shares; 2026Q1: 12,065 shares; 2026Q2: 11,840 shares 11,840 $1.07M 0.02% -225 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,036 shares; 2024Q4: 14,855 shares; 2025Q1: 13,319 shares; 2025Q2: 13,479 shares; 2025Q3: 12,914 shares; 2025Q4: 12,748 shares; 2026Q1: 11,497 shares; 2026Q2: 8,929 shares 8,929 $1.06M 0.02% -2,568 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,475 shares; 2025Q1: 2,457 shares; 2025Q2: 12,514 shares; 2025Q3: 11,802 shares; 2025Q4: 10,253 shares; 2026Q1: 9,400 shares; 2026Q2: 8,332 shares 8,332 $1.05M 0.02% -1,068 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares; 2025Q3: 16,220 shares; 2025Q4: 16,220 shares; 2026Q1: 16,820 shares; 2026Q2: 16,820 shares 16,820 $1.04M 0.02% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 37,292 shares; 2025Q4: 36,760 shares; 2026Q1: 37,169 shares; 2026Q2: 36,721 shares 36,721 $1.04M 0.02% -448 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122 shares; 2025Q3: 4,049 shares; 2025Q4: 4,021 shares; 2026Q1: 4,678 shares; 2026Q2: 4,686 shares 4,686 $1.02M 0.02% +8 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS 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: 62 shares; 2025Q3: 9,062 shares; 2025Q4: 9,174 shares; 2026Q1: 9,174 shares; 2026Q2: 9,062 shares 9,062 $999K 0.02% -112 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: 881 shares; 2025Q3: 1,145 shares; 2025Q4: 1,245 shares; 2026Q1: 1,515 shares; 2026Q2: 1,523 shares 1,523 $999K 0.02% +8 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,557 shares; 2024Q4: 5,205 shares; 2025Q1: not reported; 2025Q2: 2,871 shares; 2025Q3: 5,677 shares; 2025Q4: 5,668 shares; 2026Q1: 5,745 shares; 2026Q2: 5,692 shares 5,692 $999K 0.02% -53 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: 5,533 shares; 2024Q4: 3,334 shares; 2025Q1: 3,062 shares; 2025Q2: 2,568 shares; 2025Q3: 7,685 shares; 2025Q4: 6,776 shares; 2026Q1: 12,481 shares; 2026Q2: 13,094 shares 13,094 $992K 0.02% +613 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 9,578 shares; 2025Q4: 9,906 shares; 2026Q1: 11,133 shares; 2026Q2: 11,472 shares 11,472 $992K 0.02% +339 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375 shares; 2024Q4: 339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,952 shares; 2025Q4: 1,900 shares; 2026Q1: 1,811 shares; 2026Q2: 1,763 shares 1,763 $987K 0.02% -48 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: 3,343 shares; 2025Q4: 3,343 shares; 2026Q1: 3,362 shares; 2026Q2: 3,343 shares 3,343 $978K 0.02% -19 Timeline SPMD 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: 15,263 shares; 2025Q3: 14,849 shares; 2025Q4: 14,713 shares; 2026Q1: 14,728 shares; 2026Q2: 14,440 shares 14,440 $976K 0.02% -288 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166 shares; 2025Q3: 7,190 shares; 2025Q4: 7,190 shares; 2026Q1: 7,190 shares; 2026Q2: 7,091 shares 7,091 $971K 0.02% -99 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,898 shares; 2025Q4: 11,540 shares; 2026Q1: 12,868 shares; 2026Q2: 13,372 shares 13,372 $970K 0.02% +504 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,099 shares; 2025Q4: 4,099 shares; 2026Q1: 4,099 shares; 2026Q2: 3,300 shares 3,300 $969K 0.02% -799 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN 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: 120 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 5,730 shares; 2026Q2: 5,730 shares 5,730 $966K 0.02% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,425 shares; 2024Q4: 59,025 shares; 2025Q1: 59,181 shares; 2025Q2: 55,981 shares; 2025Q3: 58,963 shares; 2025Q4: 57,932 shares; 2026Q1: 57,182 shares; 2026Q2: 56,782 shares 56,782 $948K 0.02% -400 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares; 2026Q1: 3,439 shares; 2026Q2: 3,371 shares 3,371 $944K 0.02% -68 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,582 shares; 2025Q3: 20,459 shares; 2025Q4: 31,241 shares; 2026Q1: 35,234 shares; 2026Q2: 36,223 shares 36,223 $935K 0.02% +989 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,601 shares; 2025Q3: 9,575 shares; 2025Q4: 9,457 shares; 2026Q1: 9,226 shares; 2026Q2: 8,278 shares 8,278 $906K 0.02% -948 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,570 shares; 2024Q4: 11,713 shares; 2025Q1: 3,940 shares; 2025Q2: 4,824 shares; 2025Q3: 9,368 shares; 2025Q4: 9,281 shares; 2026Q1: 6,023 shares; 2026Q2: 7,366 shares 7,366 $902K 0.02% +1,343 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 311 shares; 2025Q4: 311 shares; 2026Q1: 4,127 shares; 2026Q2: 6,307 shares 6,307 $897K 0.01% +2,180 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 3,665 shares; 2025Q3: 4,701 shares; 2025Q4: 4,701 shares; 2026Q1: 4,580 shares; 2026Q2: 3,743 shares 3,743 $891K 0.01% -837 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,528 shares; 2025Q3: 8,436 shares; 2025Q4: 14,468 shares; 2026Q1: 24,064 shares; 2026Q2: 26,680 shares 26,680 $888K 0.01% +2,616 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 2,159 shares; 2025Q4: 1,794 shares; 2026Q1: 1,586 shares; 2026Q2: 2,157 shares 2,157 $857K 0.01% +571 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: 1,653 shares; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: 3,722 shares; 2025Q3: 3,672 shares; 2025Q4: 3,597 shares; 2026Q1: 3,545 shares; 2026Q2: 3,754 shares 3,754 $852K 0.01% +209 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,574 shares; 2025Q3: 8,340 shares; 2025Q4: 8,232 shares; 2026Q1: 8,662 shares; 2026Q2: 8,788 shares 8,788 $847K 0.01% +126 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,810 shares; 2025Q3: 16,227 shares; 2025Q4: 15,589 shares; 2026Q1: 16,669 shares; 2026Q2: 12,116 shares 12,116 $844K 0.01% -4,553 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 831 shares; 2025Q3: 32,347 shares; 2025Q4: 29,925 shares; 2026Q1: 33,949 shares; 2026Q2: 35,424 shares 35,424 $837K 0.01% +1,475 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,588 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,367 shares; 2025Q3: 16,780 shares; 2025Q4: 15,456 shares; 2026Q1: 14,175 shares; 2026Q2: 13,285 shares 13,285 $812K 0.01% -890 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,969 shares; 2025Q3: 10,819 shares; 2025Q4: 10,816 shares; 2026Q1: 10,826 shares; 2026Q2: 11,176 shares 11,176 $809K 0.01% +350 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 892 shares; 2024Q4: 892 shares; 2025Q1: 892 shares; 2025Q2: 3,091 shares; 2025Q3: 2,203 shares; 2025Q4: 2,210 shares; 2026Q1: 2,214 shares; 2026Q2: 2,336 shares 2,336 $803K 0.01% +122 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 760 shares; 2025Q3: 3,116 shares; 2025Q4: 3,118 shares; 2026Q1: 3,080 shares; 2026Q2: 3,304 shares 3,304 $803K 0.01% +224 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,576 shares; 2025Q3: 5,685 shares; 2025Q4: 5,820 shares; 2026Q1: 6,119 shares; 2026Q2: 6,963 shares 6,963 $795K 0.01% +844 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20 shares; 2025Q3: 7,582 shares; 2025Q4: 7,582 shares; 2026Q1: 8,074 shares; 2026Q2: 9,233 shares 9,233 $789K 0.01% +1,159 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: 63 shares; 2025Q3: 20,278 shares; 2025Q4: 20,278 shares; 2026Q1: 20,278 shares; 2026Q2: 20,278 shares 20,278 $785K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,977 shares; 2024Q4: 2,885 shares; 2025Q1: 2,879 shares; 2025Q2: 10,606 shares; 2025Q3: 10,714 shares; 2025Q4: 10,368 shares; 2026Q1: 9,834 shares; 2026Q2: 9,389 shares 9,389 $785K 0.01% -445 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,171 shares; 2025Q1: 15,904 shares; 2025Q2: 17,745 shares; 2025Q3: 20,190 shares; 2025Q4: 19,902 shares; 2026Q1: 19,902 shares; 2026Q2: 19,902 shares 19,902 $777K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,865 shares; 2024Q4: 9,023 shares; 2025Q1: 7,518 shares; 2025Q2: 6,866 shares; 2025Q3: 10,910 shares; 2025Q4: 10,556 shares; 2026Q1: 10,038 shares; 2026Q2: 9,807 shares 9,807 $774K 0.01% -231 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,969 shares; 2024Q4: 31,908 shares; 2025Q1: 31,791 shares; 2025Q2: 31,220 shares; 2025Q3: 34,822 shares; 2025Q4: 29,869 shares; 2026Q1: 10,413 shares; 2026Q2: 8,544 shares 8,544 $773K 0.01% -1,869 Timeline IBMO 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: 43,830 shares; 2025Q3: 42,901 shares; 2025Q4: 42,156 shares; 2026Q1: 40,361 shares; 2026Q2: 30,099 shares 30,099 $772K 0.01% -10,262 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,058 shares; 2025Q2: 4,358 shares; 2025Q3: 4,672 shares; 2025Q4: 4,726 shares; 2026Q1: 4,706 shares; 2026Q2: 4,627 shares 4,627 $771K 0.01% -79 Timeline IDMO 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: not reported; 2026Q1: not reported; 2026Q2: 12,777 shares 12,777 $770K 0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,330 shares; 2025Q3: 6,378 shares; 2025Q4: 6,058 shares; 2026Q1: 5,029 shares; 2026Q2: 5,096 shares 5,096 $765K 0.01% +67 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,426 shares; 2025Q3: 30,141 shares; 2025Q4: 26,193 shares; 2026Q1: 20,592 shares; 2026Q2: 17,026 shares 17,026 $764K 0.01% -3,566 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,017 shares; 2025Q3: 26,459 shares; 2025Q4: 26,703 shares; 2026Q1: 30,234 shares; 2026Q2: 28,889 shares 28,889 $756K 0.01% -1,345 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 28,503 shares; 2025Q4: 28,440 shares; 2026Q1: 28,444 shares; 2026Q2: 28,440 shares 28,440 $749K 0.01% -4 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,034 shares; 2024Q4: 54,534 shares; 2025Q1: 53,034 shares; 2025Q2: 48,934 shares; 2025Q3: 47,934 shares; 2025Q4: 45,384 shares; 2026Q1: 39,799 shares; 2026Q2: 36,807 shares 36,807 $747K 0.01% -2,992 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,182 shares; 2025Q3: 8,243 shares; 2025Q4: 7,290 shares; 2026Q1: 7,295 shares; 2026Q2: 7,242 shares 7,242 $746K 0.01% -53 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,323 shares; 2025Q3: 5,373 shares; 2025Q4: 4,681 shares; 2026Q1: 4,530 shares; 2026Q2: 4,530 shares 4,530 $746K 0.01% 0 Timeline FTEC 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: 2,745 shares; 2024Q4: 2,739 shares; 2025Q1: 2,657 shares; 2025Q2: 2,657 shares; 2025Q3: 2,668 shares; 2025Q4: 2,509 shares; 2026Q1: 2,471 shares; 2026Q2: 2,596 shares 2,596 $741K 0.01% +125 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 4,400 shares; 2025Q2: 4,427 shares; 2025Q3: 5,000 shares; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares; 2026Q2: 4,825 shares 4,825 $741K 0.01% 0 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,917 shares; 2025Q3: 4,870 shares; 2025Q4: 13,504 shares; 2026Q1: 17,666 shares; 2026Q2: 18,448 shares 18,448 $740K 0.01% +782 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,818 shares; 2025Q3: 14,699 shares; 2025Q4: 14,792 shares; 2026Q1: 15,027 shares; 2026Q2: 15,203 shares 15,203 $729K 0.01% +176 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,180 shares; 2025Q4: 9,188 shares; 2026Q1: 9,180 shares; 2026Q2: 9,180 shares 9,180 $728K 0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,688 shares; 2024Q4: 39,370 shares; 2025Q1: 39,207 shares; 2025Q2: 58,088 shares; 2025Q3: 46,140 shares; 2025Q4: 43,499 shares; 2026Q1: 16,891 shares; 2026Q2: 10,131 shares 10,131 $725K 0.01% -6,760 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC 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: 9,217 shares; 2025Q3: 8,904 shares; 2025Q4: 3,614 shares; 2026Q1: 2,582 shares; 2026Q2: 2,459 shares 2,459 $720K 0.01% -123 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,304 shares; 2025Q3: 19,148 shares; 2025Q4: 19,208 shares; 2026Q1: 20,053 shares; 2026Q2: 19,510 shares 19,510 $719K 0.01% -543 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,510 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares; 2026Q1: 1,793 shares; 2026Q2: 1,793 shares 1,793 $706K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,062 shares; 2024Q4: 8,955 shares; 2025Q1: 8,955 shares; 2025Q2: 10,257 shares; 2025Q3: 10,257 shares; 2025Q4: 10,260 shares; 2026Q1: 9,770 shares; 2026Q2: 7,995 shares 7,995 $703K 0.01% -1,775 Timeline FDN 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: 2,351 shares; 2025Q3: 2,098 shares; 2025Q4: 2,385 shares; 2026Q1: 2,385 shares; 2026Q2: 2,603 shares 2,603 $689K 0.01% +218 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 676 shares; 2025Q3: 676 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 3,088 shares 3,088 $678K 0.01% +2,490 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: 507 shares; 2025Q3: 17,465 shares; 2025Q4: 18,585 shares; 2026Q1: 12,106 shares; 2026Q2: 9,001 shares 9,001 $669K 0.01% -3,105 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,800 shares; 2024Q4: 29,800 shares; 2025Q1: 29,800 shares; 2025Q2: 34,300 shares; 2025Q3: 34,300 shares; 2025Q4: 34,300 shares; 2026Q1: 34,300 shares; 2026Q2: 34,300 shares 34,300 $654K 0.01% 0 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: 7,249 shares; 2025Q3: 6,961 shares; 2025Q4: 6,971 shares; 2026Q1: 6,314 shares; 2026Q2: 6,323 shares 6,323 $637K 0.01% +9 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,307 shares; 2025Q3: 5,343 shares; 2025Q4: 5,015 shares; 2026Q1: 5,002 shares; 2026Q2: 5,002 shares 5,002 $629K 0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,329 shares; 2024Q4: 4,329 shares; 2025Q1: 3,923 shares; 2025Q2: 7,882 shares; 2025Q3: 7,748 shares; 2025Q4: 8,669 shares; 2026Q1: 7,815 shares; 2026Q2: 8,253 shares 8,253 $623K 0.01% +438 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,573 shares; 2024Q4: 42,573 shares; 2025Q1: 43,516 shares; 2025Q2: 43,200 shares; 2025Q3: 47,406 shares; 2025Q4: 43,734 shares; 2026Q1: 32,653 shares; 2026Q2: 28,283 shares 28,283 $621K 0.01% -4,370 Timeline GHM GRAHAM CORP More: the full row for GRAHAM 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: 5,350 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $619K 0.01% 0 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3 shares; 2025Q3: 5 shares; 2025Q4: 385 shares; 2026Q1: 585 shares; 2026Q2: 12,375 shares 12,375 $617K 0.01% +11,790 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $616K 0.01% 0 Timeline NEAR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,822 shares; 2025Q4: 3,822 shares; 2026Q1: 3,822 shares; 2026Q2: 12,075 shares 12,075 $612K 0.01% +8,253 Timeline BHRB BURKE HERBERT FINL SVCS CORP More: the full row for BURKE HERBERT FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,890 shares; 2025Q3: 9,390 shares; 2025Q4: 8,290 shares; 2026Q1: 7,390 shares; 2026Q2: 8,467 shares 8,467 $608K 0.01% +1,077 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,895 shares; 2025Q1: 2,517 shares; 2025Q2: 611 shares; 2025Q3: 3,475 shares; 2025Q4: 3,440 shares; 2026Q1: 3,309 shares; 2026Q2: 3,845 shares 3,845 $608K 0.01% +536 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,728 shares; 2024Q4: 1,992 shares; 2025Q1: not reported; 2025Q2: 1,303 shares; 2025Q3: 4,504 shares; 2025Q4: 4,339 shares; 2026Q1: 4,601 shares; 2026Q2: 4,626 shares 4,626 $604K 0.01% +25 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,693 shares; 2025Q3: 6,893 shares; 2025Q4: 6,813 shares; 2026Q1: 6,172 shares; 2026Q2: 6,019 shares 6,019 $574K 0.01% -153 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,796 shares; 2024Q4: 12,796 shares; 2025Q1: 10,956 shares; 2025Q2: 10,498 shares; 2025Q3: 10,398 shares; 2025Q4: 7,668 shares; 2026Q1: 7,572 shares; 2026Q2: 7,031 shares 7,031 $572K 0.01% -541 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: 2,043 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 2,374 shares; 2026Q2: 3,529 shares 3,529 $564K 0.01% +1,155 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,903 shares; 2024Q4: 16,184 shares; 2025Q1: 17,262 shares; 2025Q2: 18,765 shares; 2025Q3: 18,278 shares; 2025Q4: 18,488 shares; 2026Q1: 6,022 shares; 2026Q2: 2,893 shares 2,893 $562K 0.01% -3,129 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: 18,913 shares; 2024Q4: 16,880 shares; 2025Q1: 15,225 shares; 2025Q2: 10,564 shares; 2025Q3: 9,572 shares; 2025Q4: 8,496 shares; 2026Q1: 7,021 shares; 2026Q2: 6,466 shares 6,466 $560K 0.01% -555 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,679 shares; 2026Q1: 1,963 shares; 2026Q2: 2,133 shares 2,133 $558K 0.01% +170 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,805 shares; 2024Q4: 4,769 shares; 2025Q1: 4,758 shares; 2025Q2: 6,359 shares; 2025Q3: 7,077 shares; 2025Q4: 7,390 shares; 2026Q1: 6,789 shares; 2026Q2: 5,587 shares 5,587 $549K 0.01% -1,202 Timeline SMBS 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: 21,511 shares; 2026Q2: 21,511 shares 21,511 $547K 0.01% 0 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: not reported; 2025Q1: not reported; 2025Q2: 5,987 shares; 2025Q3: 5,987 shares; 2025Q4: 5,987 shares; 2026Q1: 7,958 shares; 2026Q2: 7,958 shares 7,958 $544K 0.01% 0 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA 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: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $542K 0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,209 shares; 2025Q3: 14,729 shares; 2025Q4: 14,331 shares; 2026Q1: 13,616 shares; 2026Q2: 10,661 shares 10,661 $538K 0.01% -2,955 Timeline XT 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: 7,635 shares; 2025Q3: 6,483 shares; 2025Q4: 6,475 shares; 2026Q1: 6,475 shares; 2026Q2: 6,475 shares 6,475 $535K 0.01% 0 Timeline BSJQ 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: 9,432 shares; 2025Q2: 10,450 shares; 2025Q3: 22,486 shares; 2025Q4: 24,636 shares; 2026Q1: 23,136 shares; 2026Q2: 23,136 shares 23,136 $531K 0.01% 0 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: 9,193 shares; 2025Q4: 8,122 shares; 2026Q1: 8,610 shares; 2026Q2: 8,570 shares 8,570 $531K 0.01% -40 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,077 shares; 2025Q3: 13,095 shares; 2025Q4: 15,013 shares; 2026Q1: 19,336 shares; 2026Q2: 18,147 shares 18,147 $526K 0.01% -1,189 Timeline BSJR 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: 9,985 shares; 2025Q2: 10,984 shares; 2025Q3: 23,362 shares; 2025Q4: 25,562 shares; 2026Q1: 23,497 shares; 2026Q2: 23,497 shares 23,497 $525K 0.01% 0 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: 5,710 shares; 2025Q3: 6,110 shares; 2025Q4: 6,110 shares; 2026Q1: 6,377 shares; 2026Q2: 6,495 shares 6,495 $522K 0.01% +118 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,453 shares 3,453 $521K 0.01% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,045 shares; 2025Q3: 7,966 shares; 2025Q4: 8,021 shares; 2026Q1: 3,733 shares; 2026Q2: 3,017 shares 3,017 $520K 0.01% -716 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: 22,238 shares; 2024Q4: 17,826 shares; 2025Q1: 9,299 shares; 2025Q2: 23,231 shares; 2025Q3: 49,660 shares; 2025Q4: 47,761 shares; 2026Q1: 44,035 shares; 2026Q2: 20,991 shares 20,991 $515K 0.01% -23,044 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,073 shares; 2024Q4: 2,083 shares; 2025Q1: 2,028 shares; 2025Q2: 2,171 shares; 2025Q3: 2,030 shares; 2025Q4: 2,059 shares; 2026Q1: 615 shares; 2026Q2: 402 shares 402 $514K 0.01% -213 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,825 shares; 2025Q3: 2,826 shares; 2025Q4: 2,827 shares; 2026Q1: 2,828 shares; 2026Q2: 2,784 shares 2,784 $512K 0.01% -44 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 4,126 shares; 2025Q4: 4,148 shares; 2026Q1: 4,582 shares; 2026Q2: 8,127 shares 8,127 $504K 0.01% +3,545 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,144 shares; 2024Q4: 8,723 shares; 2025Q1: 3,940 shares; 2025Q2: 3,513 shares; 2025Q3: 3,582 shares; 2025Q4: 3,582 shares; 2026Q1: 3,638 shares; 2026Q2: 4,223 shares 4,223 $498K 0.01% +585 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,034 shares; 2025Q2: 64,138 shares; 2025Q3: 65,868 shares; 2025Q4: 63,983 shares; 2026Q1: 19,589 shares; 2026Q2: 11,534 shares 11,534 $498K 0.01% -8,055 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: 4,449 shares; 2025Q3: 5,456 shares; 2025Q4: 5,456 shares; 2026Q1: 5,695 shares; 2026Q2: 7,846 shares 7,846 $493K 0.01% +2,151 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 165 shares; 2025Q3: 1,505 shares; 2025Q4: 1,636 shares; 2026Q1: 1,891 shares; 2026Q2: 1,629 shares 1,629 $493K 0.01% -262 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: 1,518 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,819 shares; 2025Q3: 3,804 shares; 2025Q4: 3,231 shares; 2026Q1: 3,190 shares; 2026Q2: 3,150 shares 3,150 $492K 0.01% -40 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,672 shares; 2025Q3: 18,666 shares; 2025Q4: 15,861 shares; 2026Q1: 15,870 shares; 2026Q2: 17,563 shares 17,563 $486K 0.01% +1,693 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,725 shares; 2025Q3: 5,691 shares; 2025Q4: 5,693 shares; 2026Q1: 4,394 shares; 2026Q2: 4,401 shares 4,401 $486K 0.01% +7 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: 6,443 shares; 2024Q4: 6,345 shares; 2025Q1: 6,317 shares; 2025Q2: 7,499 shares; 2025Q3: 9,726 shares; 2025Q4: 8,795 shares; 2026Q1: 8,619 shares; 2026Q2: 8,030 shares 8,030 $485K 0.01% -589 Timeline BSCQ 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: 594,110 shares; 2024Q4: 645,940 shares; 2025Q1: 515,131 shares; 2025Q2: 543,756 shares; 2025Q3: 614,356 shares; 2025Q4: 659,095 shares; 2026Q1: 700,055 shares; 2026Q2: 24,325 shares 24,325 $475K 0.01% -675,730 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,926 shares; 2024Q4: 17,050 shares; 2025Q1: 17,383 shares; 2025Q2: 17,233 shares; 2025Q3: 17,656 shares; 2025Q4: 14,156 shares; 2026Q1: 14,156 shares; 2026Q2: 13,656 shares 13,656 $472K 0.01% -500 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,891 shares; 2025Q3: 5,891 shares; 2025Q4: 5,929 shares; 2026Q1: 5,908 shares; 2026Q2: 6,183 shares 6,183 $470K 0.01% +275 Timeline DEM 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: 8,735 shares; 2025Q4: 8,735 shares; 2026Q1: 8,735 shares; 2026Q2: 8,735 shares 8,735 $470K 0.01% 0 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: 1,200 shares; 2025Q3: 1,566 shares; 2025Q4: 1,833 shares; 2026Q1: 1,764 shares; 2026Q2: 1,573 shares 1,573 $468K 0.01% -191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 2,462 shares; 2026Q1: 5,483 shares; 2026Q2: 10,829 shares 10,829 $467K 0.01% +5,346 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,594 shares; 2025Q3: 6,803 shares; 2025Q4: 6,595 shares; 2026Q1: 5,890 shares; 2026Q2: 5,237 shares 5,237 $464K 0.01% -653 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,954 shares; 2025Q3: 12,954 shares; 2025Q4: 13,058 shares; 2026Q1: 12,854 shares; 2026Q2: 13,604 shares 13,604 $463K 0.01% +750 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: 643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 1,084 shares; 2025Q4: 1,084 shares; 2026Q1: 1,084 shares; 2026Q2: 1,084 shares 1,084 $462K 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,052 shares 5,052 $459K 0.01% new Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,040 shares; 2024Q4: 6,040 shares; 2025Q1: 6,040 shares; 2025Q2: 6,040 shares; 2025Q3: 6,137 shares; 2025Q4: 6,040 shares; 2026Q1: 6,040 shares; 2026Q2: 6,040 shares 6,040 $457K 0.01% 0 Timeline AAON AAON INC More: the full row for AAON 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: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $457K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,684 shares; 2024Q4: 9,684 shares; 2025Q1: 8,939 shares; 2025Q2: 9,066 shares; 2025Q3: 9,287 shares; 2025Q4: 8,820 shares; 2026Q1: 6,671 shares; 2026Q2: 5,369 shares 5,369 $454K 0.01% -1,302 Timeline OMCL OMNICELL COM More: the full row for OMNICELL COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,900 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares; 2026Q2: 10,900 shares 10,900 $453K 0.01% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,199 shares; 2024Q4: 29,265 shares; 2025Q1: 25,823 shares; 2025Q2: 33,628 shares; 2025Q3: 31,883 shares; 2025Q4: 30,808 shares; 2026Q1: 28,520 shares; 2026Q2: 25,512 shares 25,512 $452K 0.01% -3,008 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,731 shares; 2024Q4: 2,731 shares; 2025Q1: 2,531 shares; 2025Q2: 3,714 shares; 2025Q3: 3,486 shares; 2025Q4: 3,486 shares; 2026Q1: 3,721 shares; 2026Q2: 4,081 shares 4,081 $451K 0.01% +360 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 461 shares; 2025Q3: 2,220 shares; 2025Q4: 2,195 shares; 2026Q1: 2,189 shares; 2026Q2: 2,198 shares 2,198 $451K 0.01% +9 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS 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: 9,433 shares; 2025Q4: 8,678 shares; 2026Q1: 7,177 shares; 2026Q2: 3,090 shares 3,090 $450K 0.01% -4,087 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 15,000 shares; 2025Q4: 13,200 shares; 2026Q1: 13,208 shares; 2026Q2: 13,200 shares 13,200 $439K 0.01% -8 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,617 shares; 2024Q4: 3,617 shares; 2025Q1: 3,602 shares; 2025Q2: 6,240 shares; 2025Q3: 6,756 shares; 2025Q4: 6,041 shares; 2026Q1: 6,041 shares; 2026Q2: 5,982 shares 5,982 $439K 0.01% -59 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 1,115 shares; 2025Q4: 1,115 shares; 2026Q1: 1,095 shares; 2026Q2: 1,051 shares 1,051 $437K 0.01% -44 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 902 shares; 2025Q3: 1,593 shares; 2025Q4: 1,590 shares; 2026Q1: 2,005 shares; 2026Q2: 8,986 shares 8,986 $436K 0.01% +6,981 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,707 shares; 2025Q3: 16,707 shares; 2025Q4: 16,707 shares; 2026Q1: 16,707 shares; 2026Q2: 14,085 shares 14,085 $430K 0.01% -2,622 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 11,840 shares; 2025Q1: 11,840 shares; 2025Q2: 12,850 shares; 2025Q3: 21,077 shares; 2025Q4: 23,947 shares; 2026Q1: 23,083 shares; 2026Q2: 13,584 shares 13,584 $429K 0.01% -9,499 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,323 shares; 2025Q3: 6,273 shares; 2025Q4: 6,023 shares; 2026Q1: 6,023 shares; 2026Q2: 6,173 shares 6,173 $426K 0.01% +150 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,971 shares 4,971 $426K 0.01% new Timeline