AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849,468 shares; 2024Q4: 846,560 shares; 2025Q1: 869,377 shares; 2025Q2: 881,294 shares; 2025Q3: 847,956 shares; 2025Q4: 828,481 shares; 2026Q1: 821,346 shares; 2026Q2: 826,569 shares 826,569 $239M 4.87% +5,223 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: 792,861 shares; 2024Q4: 795,668 shares; 2025Q1: 1,020,409 shares; 2025Q2: 982,007 shares; 2025Q3: 996,295 shares; 2025Q4: 914,400 shares; 2026Q1: 900,449 shares; 2026Q2: 876,120 shares 876,120 $175M 3.57% -24,329 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: 476,543 shares; 2024Q4: 469,714 shares; 2025Q1: 470,990 shares; 2025Q2: 476,402 shares; 2025Q3: 468,592 shares; 2025Q4: 461,402 shares; 2026Q1: 442,209 shares; 2026Q2: 446,880 shares 446,880 $160M 3.25% +4,671 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: 434,310 shares; 2024Q4: 424,807 shares; 2025Q1: 433,058 shares; 2025Q2: 435,572 shares; 2025Q3: 430,923 shares; 2025Q4: 422,852 shares; 2026Q1: 421,032 shares; 2026Q2: 421,507 shares 421,507 $157M 3.2% +475 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: 205,277 shares; 2024Q4: 203,736 shares; 2025Q1: 203,049 shares; 2025Q2: 206,654 shares; 2025Q3: 205,032 shares; 2025Q4: 202,575 shares; 2026Q1: 201,473 shares; 2026Q2: 204,448 shares 204,448 $153M 3.11% +2,975 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: 293,492 shares; 2024Q4: 437,720 shares; 2025Q1: 1,351,236 shares; 2025Q2: 1,386,025 shares; 2025Q3: 1,427,316 shares; 2025Q4: 1,272,638 shares; 2026Q1: 1,275,057 shares; 2026Q2: 1,283,581 shares 1,283,581 $133M 2.71% +8,524 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: 257,632 shares; 2024Q4: 254,941 shares; 2025Q1: 92,434 shares; 2025Q2: 88,279 shares; 2025Q3: 227,269 shares; 2025Q4: 220,922 shares; 2026Q1: 68,691 shares; 2026Q2: 170,482 shares 170,482 $126M 2.56% +101,791 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: 114,156 shares; 2024Q4: 113,699 shares; 2025Q1: 111,687 shares; 2025Q2: 116,052 shares; 2025Q3: 113,704 shares; 2025Q4: 113,885 shares; 2026Q1: 113,467 shares; 2026Q2: 912,145 shares 912,145 $109M 2.22% +798,678 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: 506,937 shares; 2024Q4: 502,799 shares; 2025Q1: 66,813 shares; 2025Q2: 66,666 shares; 2025Q3: 65,905 shares; 2025Q4: 69,165 shares; 2026Q1: 67,723 shares; 2026Q2: 485,652 shares 485,652 $107M 2.19% +417,929 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: 672,752 shares; 2024Q4: 672,909 shares; 2025Q1: 666,108 shares; 2025Q2: 666,045 shares; 2025Q3: 669,001 shares; 2025Q4: 734,057 shares; 2026Q1: 731,497 shares; 2026Q2: 734,610 shares 734,610 $92.8M 1.89% +3,113 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: 804,598 shares; 2024Q4: 800,502 shares; 2025Q1: 793,901 shares; 2025Q2: 821,334 shares; 2025Q3: 794,632 shares; 2025Q4: 794,385 shares; 2026Q1: 810,969 shares; 2026Q2: 808,653 shares 808,653 $78.1M 1.59% -2,316 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,300,137 shares; 2025Q4: 1,450,504 shares; 2026Q1: 1,456,163 shares; 2026Q2: 1,511,914 shares 1,511,914 $76.6M 1.56% +55,751 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: 222,902 shares; 2024Q4: 221,411 shares; 2025Q1: 213,498 shares; 2025Q2: 202,693 shares; 2025Q3: 205,904 shares; 2025Q4: 202,079 shares; 2026Q1: 199,297 shares; 2026Q2: 195,704 shares 195,704 $72.4M 1.47% -3,593 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 849,445 shares; 2024Q4: 1,063,062 shares; 2025Q1: 1,152,134 shares; 2025Q2: 1,344,831 shares; 2025Q3: 1,434,753 shares; 2025Q4: 1,439,125 shares; 2026Q1: 1,234,606 shares; 2026Q2: 1,213,415 shares 1,213,415 $69.9M 1.42% -21,191 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: 266,159 shares; 2024Q4: 267,904 shares; 2025Q1: 262,048 shares; 2025Q2: 264,471 shares; 2025Q3: 271,838 shares; 2025Q4: 258,962 shares; 2026Q1: 265,063 shares; 2026Q2: 265,938 shares 265,938 $63.4M 1.29% +875 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: 241,492 shares; 2024Q4: 236,518 shares; 2025Q1: 245,790 shares; 2025Q2: 246,697 shares; 2025Q3: 247,841 shares; 2025Q4: 249,231 shares; 2026Q1: 253,684 shares; 2026Q2: 257,473 shares 257,473 $62.6M 1.27% +3,789 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 858,245 shares; 2025Q1: 1,036,968 shares; 2025Q2: 680,488 shares; 2025Q3: 59,705 shares; 2025Q4: 46,771 shares; 2026Q1: 336,927 shares; 2026Q2: 1,147,099 shares 1,147,099 $58.5M 1.19% +810,172 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: 26,710 shares; 2024Q4: 26,162 shares; 2025Q1: 24,601 shares; 2025Q2: 24,379 shares; 2025Q3: 23,132 shares; 2025Q4: 21,598 shares; 2026Q1: 19,571 shares; 2026Q2: 193,367 shares 193,367 $58.3M 1.19% +173,796 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: 141,074 shares; 2024Q4: 141,561 shares; 2025Q1: 141,351 shares; 2025Q2: 140,786 shares; 2025Q3: 140,129 shares; 2025Q4: 127,890 shares; 2026Q1: 120,456 shares; 2026Q2: 117,803 shares 117,803 $56.3M 1.15% -2,653 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: 160,890 shares; 2024Q4: 160,499 shares; 2025Q1: 164,116 shares; 2025Q2: 161,755 shares; 2025Q3: 161,431 shares; 2025Q4: 154,467 shares; 2026Q1: 152,808 shares; 2026Q2: 151,620 shares 151,620 $52M 1.06% -1,188 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: 71,136 shares; 2024Q4: 70,750 shares; 2025Q1: 70,636 shares; 2025Q2: 71,189 shares; 2025Q3: 70,542 shares; 2025Q4: 69,847 shares; 2026Q1: 68,901 shares; 2026Q2: 68,986 shares 68,986 $51.7M 1.05% +85 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: 135,237 shares; 2024Q4: 144,866 shares; 2025Q1: 150,787 shares; 2025Q2: 163,323 shares; 2025Q3: 162,108 shares; 2025Q4: 154,817 shares; 2026Q1: 150,347 shares; 2026Q2: 151,505 shares 151,505 $49.6M 1.01% +1,158 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: 56,567 shares; 2024Q4: 60,331 shares; 2025Q1: 65,718 shares; 2025Q2: 112,044 shares; 2025Q3: 114,374 shares; 2025Q4: 125,712 shares; 2026Q1: 121,051 shares; 2026Q2: 127,019 shares 127,019 $48M 0.98% +5,968 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: 529,497 shares; 2024Q4: 552,812 shares; 2025Q1: 518,295 shares; 2025Q2: 512,822 shares; 2025Q3: 520,027 shares; 2025Q4: 540,697 shares; 2026Q1: 540,192 shares; 2026Q2: 547,454 shares 547,454 $45.8M 0.93% +7,262 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: 64,055 shares; 2024Q4: 89,778 shares; 2025Q1: 97,847 shares; 2025Q2: 98,445 shares; 2025Q3: 100,487 shares; 2025Q4: 67,501 shares; 2026Q1: 65,575 shares; 2026Q2: 65,548 shares 65,548 $45M 0.92% -27 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: 117,329 shares; 2024Q4: 117,087 shares; 2025Q1: 116,630 shares; 2025Q2: 118,632 shares; 2025Q3: 118,100 shares; 2025Q4: 233,201 shares; 2026Q1: 231,604 shares; 2026Q2: 231,511 shares 231,511 $44.1M 0.9% -93 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: 35,414 shares; 2024Q4: 69,917 shares; 2025Q1: 66,184 shares; 2025Q2: 62,121 shares; 2025Q3: 109,440 shares; 2025Q4: 106,025 shares; 2026Q1: 115,814 shares; 2026Q2: 128,220 shares 128,220 $43.7M 0.89% +12,406 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: 57,246 shares; 2024Q4: 55,946 shares; 2025Q1: 56,863 shares; 2025Q2: 55,795 shares; 2025Q3: 59,830 shares; 2025Q4: 57,435 shares; 2026Q1: 57,055 shares; 2026Q2: 57,880 shares 57,880 $41.3M 0.84% +825 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127,051 shares; 2024Q4: 931,471 shares; 2025Q1: 1,384,013 shares; 2025Q2: 1,359,378 shares; 2025Q3: 1,559,396 shares; 2025Q4: 1,879,087 shares; 2026Q1: 2,352,179 shares; 2026Q2: 1,767,056 shares 1,767,056 $40.3M 0.82% -585,123 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: 211,867 shares; 2024Q4: 214,107 shares; 2025Q1: 214,325 shares; 2025Q2: 213,830 shares; 2025Q3: 195,419 shares; 2025Q4: 194,271 shares; 2026Q1: 190,960 shares; 2026Q2: 189,664 shares 189,664 $39.6M 0.81% -1,296 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: 325,282 shares; 2024Q4: 325,708 shares; 2025Q1: 323,336 shares; 2025Q2: 317,261 shares; 2025Q3: 315,457 shares; 2025Q4: 310,893 shares; 2026Q1: 295,219 shares; 2026Q2: 107,198 shares 107,198 $39.5M 0.8% -188,021 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: 140,215 shares; 2024Q4: 135,207 shares; 2025Q1: 141,294 shares; 2025Q2: 154,306 shares; 2025Q3: 152,544 shares; 2025Q4: 149,439 shares; 2026Q1: 149,011 shares; 2026Q2: 147,802 shares 147,802 $37.5M 0.76% -1,209 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: 39,066 shares; 2024Q4: 38,906 shares; 2025Q1: 40,187 shares; 2025Q2: 41,017 shares; 2025Q3: 40,108 shares; 2025Q4: 39,354 shares; 2026Q1: 39,522 shares; 2026Q2: 40,082 shares 40,082 $37.5M 0.76% +560 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,542 shares; 2024Q4: 305,852 shares; 2025Q1: 287,942 shares; 2025Q2: 276,415 shares; 2025Q3: 273,214 shares; 2025Q4: 270,840 shares; 2026Q1: 269,055 shares; 2026Q2: 265,163 shares 265,163 $36.2M 0.74% -3,892 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: 81,392 shares; 2024Q4: 81,862 shares; 2025Q1: 82,269 shares; 2025Q2: 82,225 shares; 2025Q3: 82,361 shares; 2025Q4: 61,095 shares; 2026Q1: 59,891 shares; 2026Q2: 59,306 shares 59,306 $33.4M 0.68% -585 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: 97,584 shares; 2024Q4: 98,278 shares; 2025Q1: 94,724 shares; 2025Q2: 104,086 shares; 2025Q3: 100,373 shares; 2025Q4: 99,867 shares; 2026Q1: 96,749 shares; 2026Q2: 94,156 shares 94,156 $33.3M 0.68% -2,593 Timeline JMUB 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: 735,933 shares; 2025Q1: 1,095,717 shares; 2025Q2: 1,341,884 shares; 2025Q3: 762,659 shares; 2025Q4: 794,545 shares; 2026Q1: 680,094 shares; 2026Q2: 653,474 shares 653,474 $33.1M 0.67% -26,620 Timeline IBTI 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: 1,361,953 shares; 2026Q2: 1,439,724 shares 1,439,724 $31.9M 0.65% +77,771 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: 83,551 shares; 2024Q4: 86,842 shares; 2025Q1: 89,496 shares; 2025Q2: 93,483 shares; 2025Q3: 93,382 shares; 2025Q4: 90,342 shares; 2026Q1: 90,169 shares; 2026Q2: 89,412 shares 89,412 $31.5M 0.64% -757 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: 215,062 shares; 2024Q4: 216,537 shares; 2025Q1: 223,879 shares; 2025Q2: 223,184 shares; 2025Q3: 215,563 shares; 2025Q4: 203,821 shares; 2026Q1: 203,696 shares; 2026Q2: 201,027 shares 201,027 $30.5M 0.62% -2,669 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: 61,800 shares; 2024Q4: 58,068 shares; 2025Q1: 59,031 shares; 2025Q2: 58,490 shares; 2025Q3: 59,829 shares; 2025Q4: 58,918 shares; 2026Q1: 58,763 shares; 2026Q2: 60,055 shares 60,055 $29.5M 0.6% +1,292 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: 91,956 shares; 2024Q4: 90,580 shares; 2025Q1: 90,731 shares; 2025Q2: 90,345 shares; 2025Q3: 101,166 shares; 2025Q4: 102,031 shares; 2026Q1: 116,823 shares; 2026Q2: 115,658 shares 115,658 $26.5M 0.54% -1,165 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,965 shares; 2025Q1: 27,606 shares; 2025Q2: 28,360 shares; 2025Q3: 27,700 shares; 2025Q4: 26,691 shares; 2026Q1: 26,729 shares; 2026Q2: 26,361 shares 26,361 $25.3M 0.52% -368 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: 56,541 shares; 2024Q4: 56,966 shares; 2025Q1: 58,919 shares; 2025Q2: 58,755 shares; 2025Q3: 58,744 shares; 2025Q4: 56,843 shares; 2026Q1: 57,306 shares; 2026Q2: 57,109 shares 57,109 $24.3M 0.5% -197 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: 56,052 shares; 2024Q4: 47,665 shares; 2025Q1: 44,106 shares; 2025Q2: 43,314 shares; 2025Q3: 40,750 shares; 2025Q4: 27,258 shares; 2026Q1: 22,019 shares; 2026Q2: 20,946 shares 20,946 $24.2M 0.49% -1,073 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: 335,157 shares; 2024Q4: 412,320 shares; 2025Q1: 434,628 shares; 2025Q2: 461,726 shares; 2025Q3: 452,535 shares; 2025Q4: 307,238 shares; 2026Q1: 306,452 shares; 2026Q2: 304,447 shares 304,447 $23.5M 0.48% -2,005 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: 87,991 shares; 2024Q4: 90,813 shares; 2025Q1: 81,527 shares; 2025Q2: 80,757 shares; 2025Q3: 90,923 shares; 2025Q4: 40,568 shares; 2026Q1: 33,621 shares; 2026Q2: 38,629 shares 38,629 $22.4M 0.46% +5,008 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: 240,071 shares; 2024Q4: 275,568 shares; 2025Q1: 278,160 shares; 2025Q2: 276,374 shares; 2025Q3: 291,725 shares; 2025Q4: 299,526 shares; 2026Q1: 307,596 shares; 2026Q2: 311,806 shares 311,806 $22.2M 0.45% +4,210 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: 75,687 shares; 2024Q4: 75,294 shares; 2025Q1: 75,875 shares; 2025Q2: 74,473 shares; 2025Q3: 63,909 shares; 2025Q4: 60,224 shares; 2026Q1: 53,397 shares; 2026Q2: 53,368 shares 53,368 $22.2M 0.45% -29 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,798 shares; 2024Q4: 151,791 shares; 2025Q1: 135,464 shares; 2025Q2: 136,161 shares; 2025Q3: 137,638 shares; 2025Q4: 130,075 shares; 2026Q1: 135,740 shares; 2026Q2: 131,527 shares 131,527 $21.5M 0.44% -4,213 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,366 shares; 2024Q4: 17,261 shares; 2025Q1: 175,638 shares; 2025Q2: 204,185 shares; 2025Q3: 272,834 shares; 2025Q4: 294,024 shares; 2026Q1: 435,224 shares; 2026Q2: 394,985 shares 394,985 $21M 0.43% -40,239 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: 62,435 shares; 2024Q4: 61,942 shares; 2025Q1: 62,536 shares; 2025Q2: 62,422 shares; 2025Q3: 61,379 shares; 2025Q4: 60,213 shares; 2026Q1: 60,047 shares; 2026Q2: 58,736 shares 58,736 $20M 0.41% -1,311 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: 152,117 shares; 2024Q4: 146,621 shares; 2025Q1: 147,922 shares; 2025Q2: 157,814 shares; 2025Q3: 153,953 shares; 2025Q4: 142,108 shares; 2026Q1: 137,399 shares; 2026Q2: 135,388 shares 135,388 $19.9M 0.4% -2,011 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: 26,312 shares; 2024Q4: 26,367 shares; 2025Q1: 27,453 shares; 2025Q2: 27,786 shares; 2025Q3: 29,663 shares; 2025Q4: 30,142 shares; 2026Q1: 27,896 shares; 2026Q2: 26,857 shares 26,857 $19.4M 0.4% -1,039 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: 360,342 shares; 2024Q4: 500,025 shares; 2025Q1: 495,020 shares; 2025Q2: 484,734 shares; 2025Q3: 495,433 shares; 2025Q4: 303,791 shares; 2026Q1: 315,006 shares; 2026Q2: 325,238 shares 325,238 $19.4M 0.4% +10,232 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: 83,648 shares; 2024Q4: 84,211 shares; 2025Q1: 87,286 shares; 2025Q2: 98,838 shares; 2025Q3: 114,967 shares; 2025Q4: 107,005 shares; 2026Q1: 123,855 shares; 2026Q2: 116,377 shares 116,377 $19.3M 0.39% -7,478 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: 126,788 shares; 2024Q4: 133,238 shares; 2025Q1: 123,557 shares; 2025Q2: 156,038 shares; 2025Q3: 156,167 shares; 2025Q4: 149,204 shares; 2026Q1: 154,972 shares; 2026Q2: 160,683 shares 160,683 $18.9M 0.38% +5,711 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: 38,517 shares; 2024Q4: 37,415 shares; 2025Q1: 37,947 shares; 2025Q2: 38,147 shares; 2025Q3: 34,639 shares; 2025Q4: 33,975 shares; 2026Q1: 37,862 shares; 2026Q2: 37,314 shares 37,314 $18.5M 0.38% -548 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: 149,860 shares; 2024Q4: 292,442 shares; 2025Q1: 297,988 shares; 2025Q2: 280,699 shares; 2025Q3: 277,473 shares; 2025Q4: 282,988 shares; 2026Q1: 293,038 shares; 2026Q2: 256,587 shares 256,587 $18.5M 0.38% -36,451 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: 13,360 shares; 2024Q4: 14,297 shares; 2025Q1: 14,440 shares; 2025Q2: 19,795 shares; 2025Q3: 19,276 shares; 2025Q4: 19,655 shares; 2026Q1: 15,167 shares; 2026Q2: 16,943 shares 16,943 $18M 0.37% +1,776 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: 123,740 shares; 2024Q4: 122,711 shares; 2025Q1: 125,231 shares; 2025Q2: 124,073 shares; 2025Q3: 122,519 shares; 2025Q4: 121,596 shares; 2026Q1: 121,389 shares; 2026Q2: 121,227 shares 121,227 $18M 0.37% -162 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: 46,725 shares; 2024Q4: 45,525 shares; 2025Q1: 46,533 shares; 2025Q2: 49,458 shares; 2025Q3: 48,209 shares; 2025Q4: 49,565 shares; 2026Q1: 49,711 shares; 2026Q2: 49,586 shares 49,586 $18M 0.37% -125 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: 60,887 shares; 2025Q1: 59,663 shares; 2025Q2: 58,762 shares; 2025Q3: 58,782 shares; 2025Q4: 45,497 shares; 2026Q1: 39,688 shares; 2026Q2: 40,950 shares 40,950 $17.7M 0.36% +1,262 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: 125,646 shares; 2024Q4: 126,859 shares; 2025Q1: 126,441 shares; 2025Q2: 135,010 shares; 2025Q3: 132,559 shares; 2025Q4: 132,313 shares; 2026Q1: 95,553 shares; 2026Q2: 94,203 shares 94,203 $17.4M 0.35% -1,350 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: 85,394 shares; 2024Q4: 85,262 shares; 2025Q1: 85,879 shares; 2025Q2: 85,544 shares; 2025Q3: 83,152 shares; 2025Q4: 79,667 shares; 2026Q1: 79,721 shares; 2026Q2: 77,803 shares 77,803 $17.3M 0.35% -1,918 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: 23,615 shares; 2024Q4: 23,882 shares; 2025Q1: 23,918 shares; 2025Q2: 23,792 shares; 2025Q3: 24,927 shares; 2025Q4: 248,046 shares; 2026Q1: 241,902 shares; 2026Q2: 239,775 shares 239,775 $17.1M 0.35% -2,127 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,240 shares; 2024Q4: 183,757 shares; 2025Q1: 189,021 shares; 2025Q2: 192,766 shares; 2025Q3: 176,603 shares; 2025Q4: 177,475 shares; 2026Q1: 178,891 shares; 2026Q2: 164,134 shares 164,134 $17.1M 0.35% -14,757 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: 239,748 shares; 2024Q4: 239,679 shares; 2025Q1: 245,722 shares; 2025Q2: 1,894,392 shares; 2025Q3: 247,725 shares; 2025Q4: 247,528 shares; 2026Q1: 247,581 shares; 2026Q2: 246,168 shares 246,168 $16.8M 0.34% -1,413 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: 67,859 shares; 2024Q4: 68,284 shares; 2025Q1: 69,056 shares; 2025Q2: 62,036 shares; 2025Q3: 61,428 shares; 2025Q4: 56,096 shares; 2026Q1: 55,806 shares; 2026Q2: 56,474 shares 56,474 $16.8M 0.34% +668 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: 11,193 shares; 2024Q4: 13,045 shares; 2025Q1: 13,067 shares; 2025Q2: 12,990 shares; 2025Q3: 13,406 shares; 2025Q4: 12,772 shares; 2026Q1: 13,534 shares; 2026Q2: 13,510 shares 13,510 $16.2M 0.33% -24 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: 232,677 shares; 2024Q4: 241,350 shares; 2025Q1: 206,094 shares; 2025Q2: 206,049 shares; 2025Q3: 206,804 shares; 2025Q4: 212,394 shares; 2026Q1: 205,696 shares; 2026Q2: 208,194 shares 208,194 $15.8M 0.32% +2,498 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: 7,371 shares; 2024Q4: 6,640 shares; 2025Q1: 6,682 shares; 2025Q2: 7,489 shares; 2025Q3: 7,899 shares; 2025Q4: 7,692 shares; 2026Q1: 7,605 shares; 2026Q2: 7,906 shares 7,906 $15.7M 0.32% +301 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,106 shares; 2024Q4: 130,077 shares; 2025Q1: 120,497 shares; 2025Q2: 122,787 shares; 2025Q3: 120,554 shares; 2025Q4: 101,031 shares; 2026Q1: 155,518 shares; 2026Q2: 186,711 shares 186,711 $14.7M 0.3% +31,193 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: 139,964 shares; 2024Q4: 138,104 shares; 2025Q1: 138,482 shares; 2025Q2: 131,412 shares; 2025Q3: 129,876 shares; 2025Q4: 129,460 shares; 2026Q1: 129,272 shares; 2026Q2: 129,623 shares 129,623 $14.3M 0.29% +351 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,157 shares; 2024Q4: 40,207 shares; 2025Q1: 40,947 shares; 2025Q2: 40,901 shares; 2025Q3: 39,736 shares; 2025Q4: 39,902 shares; 2026Q1: 56,661 shares; 2026Q2: 55,578 shares 55,578 $14.2M 0.29% -1,083 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,508 shares; 2024Q4: 17,463 shares; 2025Q1: 17,611 shares; 2025Q2: 29,304 shares; 2025Q3: 45,353 shares; 2025Q4: 56,246 shares; 2026Q1: 53,382 shares; 2026Q2: 55,207 shares 55,207 $13.9M 0.28% +1,825 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: 15,796 shares; 2024Q4: 15,408 shares; 2025Q1: 15,070 shares; 2025Q2: 15,230 shares; 2025Q3: 15,175 shares; 2025Q4: 79,350 shares; 2026Q1: 149,505 shares; 2026Q2: 138,674 shares 138,674 $13.8M 0.28% -10,831 Timeline AGZ 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: 124,926 shares; 2025Q2: 127,218 shares; 2025Q3: 110,249 shares; 2025Q4: 112,826 shares; 2026Q1: 113,101 shares; 2026Q2: 125,583 shares 125,583 $13.7M 0.28% +12,482 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,459 shares; 2024Q4: 9,615 shares; 2025Q1: 11,096 shares; 2025Q2: 12,341 shares; 2025Q3: 12,362 shares; 2025Q4: 12,636 shares; 2026Q1: 14,158 shares; 2026Q2: 102,967 shares 102,967 $13.6M 0.28% +88,809 Timeline EFAX 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: 120,967 shares; 2024Q4: 136,368 shares; 2025Q1: 150,618 shares; 2025Q2: 166,888 shares; 2025Q3: 177,494 shares; 2025Q4: 197,825 shares; 2026Q1: 235,024 shares; 2026Q2: 251,570 shares 251,570 $13.6M 0.28% +16,546 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: 28,274 shares; 2024Q4: 28,037 shares; 2025Q1: 28,654 shares; 2025Q2: 30,785 shares; 2025Q3: 30,596 shares; 2025Q4: 29,262 shares; 2026Q1: 28,970 shares; 2026Q2: 26,988 shares 26,988 $13.5M 0.27% -1,982 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: 78,509 shares; 2026Q2: 70,691 shares 70,691 $13.4M 0.27% -7,818 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,688 shares; 2024Q4: 40,648 shares; 2025Q1: 40,648 shares; 2025Q2: 33,934 shares; 2025Q3: 33,985 shares; 2025Q4: 33,284 shares; 2026Q1: 35,234 shares; 2026Q2: 28,977 shares 28,977 $13.3M 0.27% -6,257 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,364 shares; 2025Q3: 34,495 shares; 2025Q4: 41,920 shares; 2026Q1: 36,291 shares; 2026Q2: 77,868 shares 77,868 $13.2M 0.27% +41,577 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: 35,182 shares; 2024Q4: 35,182 shares; 2025Q1: 35,912 shares; 2025Q2: 39,267 shares; 2025Q3: 40,017 shares; 2025Q4: 40,041 shares; 2026Q1: 39,868 shares; 2026Q2: 160,943 shares 160,943 $13M 0.26% +121,075 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: 29,780 shares; 2024Q4: 29,867 shares; 2025Q1: 30,020 shares; 2025Q2: 30,681 shares; 2025Q3: 31,372 shares; 2025Q4: 31,748 shares; 2026Q1: 31,770 shares; 2026Q2: 31,329 shares 31,329 $12.8M 0.26% -441 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: 90,219 shares; 2024Q4: 79,795 shares; 2025Q1: 77,257 shares; 2025Q2: 75,997 shares; 2025Q3: 70,097 shares; 2025Q4: 69,384 shares; 2026Q1: 67,970 shares; 2026Q2: 66,702 shares 66,702 $12.7M 0.26% -1,268 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: 123,370 shares; 2024Q4: 129,073 shares; 2025Q1: 131,039 shares; 2025Q2: 145,258 shares; 2025Q3: 151,831 shares; 2025Q4: 149,523 shares; 2026Q1: 149,587 shares; 2026Q2: 155,251 shares 155,251 $12.6M 0.26% +5,664 Timeline FLOT 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: 240,655 shares 240,655 $12.3M 0.25% new 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: 55,231 shares; 2024Q4: 53,677 shares; 2025Q1: 54,340 shares; 2025Q2: 54,326 shares; 2025Q3: 54,220 shares; 2025Q4: 54,771 shares; 2026Q1: 54,657 shares; 2026Q2: 46,788 shares 46,788 $12.2M 0.25% -7,869 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: 102,533 shares; 2024Q4: 99,502 shares; 2025Q1: 102,183 shares; 2025Q2: 99,936 shares; 2025Q3: 97,450 shares; 2025Q4: 88,954 shares; 2026Q1: 88,868 shares; 2026Q2: 88,283 shares 88,283 $12M 0.24% -585 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 205,861 shares; 2024Q4: 211,044 shares; 2025Q1: 215,806 shares; 2025Q2: 213,721 shares; 2025Q3: 211,446 shares; 2025Q4: 213,468 shares; 2026Q1: 217,416 shares; 2026Q2: 222,809 shares 222,809 $11.6M 0.24% +5,393 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: 23,494 shares; 2024Q4: 23,436 shares; 2025Q1: 23,560 shares; 2025Q2: 23,557 shares; 2025Q3: 22,613 shares; 2025Q4: 21,737 shares; 2026Q1: 22,193 shares; 2026Q2: 22,266 shares 22,266 $11.6M 0.24% +73 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: 267,669 shares; 2024Q4: 270,703 shares; 2025Q1: 235,847 shares; 2025Q2: 230,354 shares; 2025Q3: 227,180 shares; 2025Q4: 227,456 shares; 2026Q1: 226,900 shares; 2026Q2: 196,263 shares 196,263 $11.2M 0.23% -30,637 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,340 shares; 2024Q4: 27,091 shares; 2025Q1: 43,991 shares; 2025Q2: 185,745 shares; 2025Q3: 122,291 shares; 2025Q4: 199,528 shares; 2026Q1: 174,632 shares; 2026Q2: 104,008 shares 104,008 $11.1M 0.23% -70,624 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: 38,817 shares; 2024Q4: 65,714 shares; 2025Q1: 65,810 shares; 2025Q2: 63,361 shares; 2025Q3: 63,649 shares; 2025Q4: 37,398 shares; 2026Q1: 37,398 shares; 2026Q2: 35,988 shares 35,988 $10.8M 0.22% -1,410 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: 71,849 shares; 2024Q4: 71,769 shares; 2025Q1: 73,876 shares; 2025Q2: 78,618 shares; 2025Q3: 78,609 shares; 2025Q4: 79,214 shares; 2026Q1: 79,238 shares; 2026Q2: 77,557 shares 77,557 $10.5M 0.21% -1,681 Timeline IBTK 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: 197,645 shares; 2026Q1: 539,401 shares; 2026Q2: 536,041 shares 536,041 $10.5M 0.21% -3,360 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: 152,087 shares; 2024Q4: 301,657 shares; 2025Q1: 371,823 shares; 2025Q2: 371,216 shares; 2025Q3: 369,151 shares; 2025Q4: 367,702 shares; 2026Q1: 368,371 shares; 2026Q2: 364,051 shares 364,051 $10.1M 0.21% -4,320 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,489 shares; 2024Q4: 185,707 shares; 2025Q1: 182,684 shares; 2025Q2: 186,475 shares; 2025Q3: 183,102 shares; 2025Q4: 180,473 shares; 2026Q1: 179,698 shares; 2026Q2: 176,748 shares 176,748 $9.89M 0.2% -2,950 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: 18,288 shares; 2025Q3: 7,554 shares; 2025Q4: 11,005 shares; 2026Q1: 34,632 shares; 2026Q2: 32,724 shares 32,724 $9.75M 0.2% -1,908 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: 35,944 shares; 2024Q4: 37,105 shares; 2025Q1: 37,061 shares; 2025Q2: 37,549 shares; 2025Q3: 37,281 shares; 2025Q4: 37,918 shares; 2026Q1: 36,873 shares; 2026Q2: 35,846 shares 35,846 $9.69M 0.2% -1,027 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: 45,933 shares; 2024Q4: 49,981 shares; 2025Q1: 44,473 shares; 2025Q2: 39,559 shares; 2025Q3: 39,562 shares; 2025Q4: 44,744 shares; 2026Q1: 51,525 shares; 2026Q2: 37,201 shares 37,201 $9.69M 0.2% -14,324 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: 18,837 shares; 2024Q4: 23,187 shares; 2025Q1: 22,426 shares; 2025Q2: 16,434 shares; 2025Q3: 16,718 shares; 2025Q4: 14,221 shares; 2026Q1: 14,216 shares; 2026Q2: 12,601 shares 12,601 $9.62M 0.2% -1,615 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: 40,266 shares; 2024Q4: 41,003 shares; 2025Q1: 42,331 shares; 2025Q2: 51,854 shares; 2025Q3: 50,742 shares; 2025Q4: 50,996 shares; 2026Q1: 48,055 shares; 2026Q2: 46,993 shares 46,993 $9.43M 0.19% -1,062 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: 50,002 shares; 2024Q4: 50,397 shares; 2025Q1: 52,930 shares; 2025Q2: 52,734 shares; 2025Q3: 50,552 shares; 2025Q4: 50,824 shares; 2026Q1: 38,652 shares; 2026Q2: 38,252 shares 38,252 $9.42M 0.19% -400 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,567 shares; 2024Q4: 27,034 shares; 2025Q1: 25,487 shares; 2025Q2: 24,749 shares; 2025Q3: 23,871 shares; 2025Q4: 24,594 shares; 2026Q1: 23,783 shares; 2026Q2: 23,585 shares 23,585 $9.35M 0.19% -198 Timeline DMXF 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: 70,823 shares; 2025Q3: 78,415 shares; 2025Q4: 89,862 shares; 2026Q1: 104,179 shares; 2026Q2: 108,027 shares 108,027 $9.14M 0.19% +3,848 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: 97,106 shares; 2024Q4: 90,124 shares; 2025Q1: 94,292 shares; 2025Q2: 101,276 shares; 2025Q3: 98,279 shares; 2025Q4: 97,628 shares; 2026Q1: 95,456 shares; 2026Q2: 94,508 shares 94,508 $9.1M 0.19% -948 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: 62,873 shares; 2024Q4: 68,859 shares; 2025Q1: 64,187 shares; 2025Q2: 64,354 shares; 2025Q3: 67,992 shares; 2025Q4: 66,672 shares; 2026Q1: 66,449 shares; 2026Q2: 63,802 shares 63,802 $8.93M 0.18% -2,647 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: 4,970 shares; 2024Q4: 4,970 shares; 2025Q1: 5,316 shares; 2025Q2: 40,853 shares; 2025Q3: 33,789 shares; 2025Q4: 25,628 shares; 2026Q1: 26,644 shares; 2026Q2: 33,379 shares 33,379 $8.53M 0.17% +6,735 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: 104,068 shares; 2024Q4: 103,798 shares; 2025Q1: 106,172 shares; 2025Q2: 103,789 shares; 2025Q3: 100,459 shares; 2025Q4: 100,651 shares; 2026Q1: 101,697 shares; 2026Q2: 100,711 shares 100,711 $8.42M 0.17% -986 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: 153,326 shares; 2024Q4: 153,335 shares; 2025Q1: 152,656 shares; 2025Q2: 153,662 shares; 2025Q3: 184,063 shares; 2025Q4: 130,662 shares; 2026Q1: 91,987 shares; 2026Q2: 86,581 shares 86,581 $8.35M 0.17% -5,406 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,527 shares; 2024Q4: 12,482 shares; 2025Q1: 12,157 shares; 2025Q2: 3,830 shares; 2025Q3: 3,205 shares; 2025Q4: not reported; 2026Q1: 5,210 shares; 2026Q2: 85,787 shares 85,787 $8.11M 0.17% +80,577 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: 85,488 shares; 2024Q4: 85,125 shares; 2025Q1: 84,923 shares; 2025Q2: 90,470 shares; 2025Q3: 92,044 shares; 2025Q4: 91,130 shares; 2026Q1: 92,874 shares; 2026Q2: 94,663 shares 94,663 $8.09M 0.16% +1,789 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,755 shares; 2024Q4: 204,025 shares; 2025Q1: 205,262 shares; 2025Q2: 205,537 shares; 2025Q3: 203,447 shares; 2025Q4: 202,156 shares; 2026Q1: 213,197 shares; 2026Q2: 187,342 shares 187,342 $8M 0.16% -25,855 Timeline EMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,891 shares; 2024Q4: 90,797 shares; 2025Q1: 103,644 shares; 2025Q2: 110,097 shares; 2025Q3: 112,858 shares; 2025Q4: 112,391 shares; 2026Q1: 126,515 shares; 2026Q2: 133,396 shares 133,396 $7.73M 0.16% +6,881 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,101 shares; 2024Q4: 63,101 shares; 2025Q1: 63,081 shares; 2025Q2: 61,081 shares; 2025Q3: 68,086 shares; 2025Q4: 55,060 shares; 2026Q1: 55,061 shares; 2026Q2: 80,061 shares 80,061 $7.67M 0.16% +25,000 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: 115,524 shares; 2024Q4: 111,538 shares; 2025Q1: 113,786 shares; 2025Q2: 92,727 shares; 2025Q3: 97,516 shares; 2025Q4: 86,723 shares; 2026Q1: 74,770 shares; 2026Q2: 54,691 shares 54,691 $7.64M 0.16% -20,079 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: 76,473 shares; 2024Q4: 76,445 shares; 2025Q1: 88,074 shares; 2025Q2: 99,808 shares; 2025Q3: 99,858 shares; 2025Q4: 93,322 shares; 2026Q1: 86,009 shares; 2026Q2: 83,493 shares 83,493 $7.58M 0.15% -2,516 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: 18,427 shares; 2024Q4: 18,427 shares; 2025Q1: 18,463 shares; 2025Q2: 18,863 shares; 2025Q3: 18,888 shares; 2025Q4: 18,963 shares; 2026Q1: 18,963 shares; 2026Q2: 18,963 shares 18,963 $7.47M 0.15% 0 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: 437,043 shares; 2024Q4: 247,798 shares; 2025Q1: 151,213 shares; 2025Q2: 240,845 shares; 2025Q3: 234,205 shares; 2025Q4: 230,890 shares; 2026Q1: 190,635 shares; 2026Q2: 141,830 shares 141,830 $7.46M 0.15% -48,805 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,548 shares; 2024Q4: 26,964 shares; 2025Q1: 25,601 shares; 2025Q2: 27,758 shares; 2025Q3: 24,321 shares; 2025Q4: 25,138 shares; 2026Q1: 23,241 shares; 2026Q2: 24,668 shares 24,668 $7.38M 0.15% +1,427 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: 25,484 shares; 2024Q4: 25,518 shares; 2025Q1: 27,703 shares; 2025Q2: 27,723 shares; 2025Q3: 26,783 shares; 2025Q4: 24,651 shares; 2026Q1: 24,853 shares; 2026Q2: 23,299 shares 23,299 $7.34M 0.15% -1,554 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: 112,782 shares; 2024Q4: 120,808 shares; 2025Q1: 121,912 shares; 2025Q2: 124,804 shares; 2025Q3: 136,646 shares; 2025Q4: 138,280 shares; 2026Q1: 143,228 shares; 2026Q2: 147,917 shares 147,917 $7.33M 0.15% +4,689 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: 54,915 shares; 2024Q4: 54,958 shares; 2025Q1: 57,258 shares; 2025Q2: 63,014 shares; 2025Q3: 54,421 shares; 2025Q4: 49,138 shares; 2026Q1: 62,012 shares; 2026Q2: 58,019 shares 58,019 $7.22M 0.15% -3,993 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: 16,594 shares; 2024Q4: 17,203 shares; 2025Q1: 17,673 shares; 2025Q2: 16,519 shares; 2025Q3: 18,579 shares; 2025Q4: 19,462 shares; 2026Q1: 19,438 shares; 2026Q2: 18,891 shares 18,891 $7.09M 0.14% -547 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: 152,238 shares; 2024Q4: 146,280 shares; 2025Q1: 137,394 shares; 2025Q2: 138,654 shares; 2025Q3: 133,691 shares; 2025Q4: 133,477 shares; 2026Q1: 130,018 shares; 2026Q2: 130,020 shares 130,020 $6.97M 0.14% +2 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: 10,291 shares; 2024Q4: 10,312 shares; 2025Q1: 10,408 shares; 2025Q2: 23,933 shares; 2025Q3: 22,396 shares; 2025Q4: 21,389 shares; 2026Q1: 19,233 shares; 2026Q2: 20,131 shares 20,131 $6.81M 0.14% +898 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,058 shares; 2024Q4: 58,890 shares; 2025Q1: 61,877 shares; 2025Q2: 63,189 shares; 2025Q3: 70,692 shares; 2025Q4: 72,130 shares; 2026Q1: 75,331 shares; 2026Q2: 76,869 shares 76,869 $6.76M 0.14% +1,538 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: 27,559 shares; 2024Q4: 23,167 shares; 2025Q1: 23,339 shares; 2025Q2: 23,340 shares; 2025Q3: 22,790 shares; 2025Q4: 22,945 shares; 2026Q1: 23,056 shares; 2026Q2: 22,984 shares 22,984 $6.68M 0.14% -72 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: 74,142 shares; 2024Q4: 221,390 shares; 2025Q1: 219,215 shares; 2025Q2: 218,534 shares; 2025Q3: 216,776 shares; 2025Q4: 215,359 shares; 2026Q1: 213,765 shares; 2026Q2: 212,469 shares 212,469 $6.25M 0.13% -1,296 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,136 shares; 2026Q2: 76,833 shares 76,833 $6.06M 0.12% +697 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: 69,153 shares; 2024Q4: 68,347 shares; 2025Q1: 69,101 shares; 2025Q2: 69,096 shares; 2025Q3: 67,565 shares; 2025Q4: 67,421 shares; 2026Q1: 68,143 shares; 2026Q2: 67,929 shares 67,929 $5.96M 0.12% -214 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: 45,959 shares; 2024Q4: 45,643 shares; 2025Q1: 46,088 shares; 2025Q2: 47,627 shares; 2025Q3: 46,506 shares; 2025Q4: 45,306 shares; 2026Q1: 45,223 shares; 2026Q2: 43,185 shares 43,185 $5.9M 0.12% -2,038 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,565 shares; 2024Q4: 105,945 shares; 2025Q1: 107,337 shares; 2025Q2: 105,860 shares; 2025Q3: 106,720 shares; 2025Q4: 114,349 shares; 2026Q1: 107,136 shares; 2026Q2: 104,287 shares 104,287 $5.7M 0.12% -2,849 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,862 shares; 2024Q4: 63,086 shares; 2025Q1: 63,946 shares; 2025Q2: 64,317 shares; 2025Q3: 63,903 shares; 2025Q4: 64,285 shares; 2026Q1: 66,652 shares; 2026Q2: 70,108 shares 70,108 $5.65M 0.12% +3,456 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,323 shares; 2024Q4: 51,520 shares; 2025Q1: 51,520 shares; 2025Q2: 51,520 shares; 2025Q3: 51,520 shares; 2025Q4: 51,520 shares; 2026Q1: 82,068 shares; 2026Q2: 78,280 shares 78,280 $5.62M 0.11% -3,788 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: 443 shares; 2024Q4: 1,593 shares; 2025Q1: 1,838 shares; 2025Q2: 4,107 shares; 2025Q3: 4,620 shares; 2025Q4: 5,603 shares; 2026Q1: 5,614 shares; 2026Q2: 5,526 shares 5,526 $5.59M 0.11% -88 Timeline EMCR 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: 107,086 shares; 2024Q4: 108,202 shares; 2025Q1: 108,738 shares; 2025Q2: 113,059 shares; 2025Q3: 112,605 shares; 2025Q4: 117,984 shares; 2026Q1: 121,060 shares; 2026Q2: 124,908 shares 124,908 $5.58M 0.11% +3,848 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,641 shares; 2024Q4: 47,750 shares; 2025Q1: 48,216 shares; 2025Q2: 48,480 shares; 2025Q3: 52,179 shares; 2025Q4: 52,723 shares; 2026Q1: 47,289 shares; 2026Q2: 46,317 shares 46,317 $5.53M 0.11% -972 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: 28,529 shares; 2024Q4: 28,561 shares; 2025Q1: 28,398 shares; 2025Q2: 27,926 shares; 2025Q3: 27,409 shares; 2025Q4: 23,702 shares; 2026Q1: 23,130 shares; 2026Q2: 23,022 shares 23,022 $5.48M 0.11% -108 Timeline VIS 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: 15,212 shares; 2024Q4: 15,549 shares; 2025Q1: 14,722 shares; 2025Q2: 15,436 shares; 2025Q3: 15,346 shares; 2025Q4: 16,139 shares; 2026Q1: 14,903 shares; 2026Q2: 14,853 shares 14,853 $5.35M 0.11% -50 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: 22,272 shares; 2024Q4: 22,881 shares; 2025Q1: 29,341 shares; 2025Q2: 28,543 shares; 2025Q3: 35,887 shares; 2025Q4: 34,096 shares; 2026Q1: 33,999 shares; 2026Q2: 36,714 shares 36,714 $5.31M 0.11% +2,715 Timeline TFLO 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: 104,315 shares 104,315 $5.28M 0.11% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 758 shares; 2025Q2: 12,731 shares; 2025Q3: 12,413 shares; 2025Q4: 13,276 shares; 2026Q1: 11,751 shares; 2026Q2: 9,942 shares 9,942 $5.12M 0.1% -1,809 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: 39,573 shares; 2024Q4: 43,532 shares; 2025Q1: 33,335 shares; 2025Q2: 33,701 shares; 2025Q3: 33,690 shares; 2025Q4: 34,814 shares; 2026Q1: 35,471 shares; 2026Q2: 35,511 shares 35,511 $5.08M 0.1% +40 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: 38,704 shares; 2024Q4: 42,074 shares; 2025Q1: 39,992 shares; 2025Q2: 40,408 shares; 2025Q3: 40,349 shares; 2025Q4: 42,311 shares; 2026Q1: 42,316 shares; 2026Q2: 42,307 shares 42,307 $4.96M 0.1% -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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,000 shares 34,000 $4.96M 0.1% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,619 shares; 2024Q4: 81,094 shares; 2025Q1: 76,882 shares; 2025Q2: 80,982 shares; 2025Q3: 83,991 shares; 2025Q4: 62,727 shares; 2026Q1: 31,745 shares; 2026Q2: 33,625 shares 33,625 $4.93M 0.1% +1,880 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: 15,449 shares; 2024Q4: 48,089 shares; 2025Q1: 53,537 shares; 2025Q2: 21,399 shares; 2025Q3: 21,611 shares; 2025Q4: 22,189 shares; 2026Q1: 22,906 shares; 2026Q2: 23,059 shares 23,059 $4.91M 0.1% +153 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,099 shares; 2024Q4: 18,988 shares; 2025Q1: 32,525 shares; 2025Q2: 32,461 shares; 2025Q3: 32,777 shares; 2025Q4: 31,255 shares; 2026Q1: 32,629 shares; 2026Q2: 18,366 shares 18,366 $4.79M 0.1% -14,263 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: 10,256 shares; 2024Q4: 10,998 shares; 2025Q1: 11,480 shares; 2025Q2: 17,647 shares; 2025Q3: 18,889 shares; 2025Q4: 19,912 shares; 2026Q1: 19,344 shares; 2026Q2: 21,163 shares 21,163 $4.74M 0.1% +1,819 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: 49,224 shares; 2024Q4: 49,454 shares; 2025Q1: 47,819 shares; 2025Q2: 56,287 shares; 2025Q3: 55,418 shares; 2025Q4: 53,166 shares; 2026Q1: 52,897 shares; 2026Q2: 51,322 shares 51,322 $4.74M 0.1% -1,575 Timeline SPTI 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: 163,595 shares; 2024Q4: 35,650 shares; 2025Q1: 115,565 shares; 2025Q2: not reported; 2025Q3: 23,680 shares; 2025Q4: 152,145 shares; 2026Q1: 182,265 shares; 2026Q2: 163,185 shares 163,185 $4.63M 0.09% -19,080 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,282 shares; 2025Q3: 54,996 shares; 2025Q4: 55,783 shares; 2026Q1: 59,931 shares; 2026Q2: 50,639 shares 50,639 $4.62M 0.09% -9,292 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,552 shares; 2024Q4: 32,998 shares; 2025Q1: 39,569 shares; 2025Q2: 39,901 shares; 2025Q3: 58,812 shares; 2025Q4: 89,186 shares; 2026Q1: 85,971 shares; 2026Q2: 84,678 shares 84,678 $4.56M 0.09% -1,293 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: 48,332 shares; 2024Q4: 48,575 shares; 2025Q1: 48,050 shares; 2025Q2: 42,076 shares; 2025Q3: 43,173 shares; 2025Q4: 43,374 shares; 2026Q1: 43,392 shares; 2026Q2: 39,529 shares 39,529 $4.51M 0.09% -3,863 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,643 shares; 2024Q4: 34,447 shares; 2025Q1: 34,281 shares; 2025Q2: 30,685 shares; 2025Q3: 30,751 shares; 2025Q4: 30,946 shares; 2026Q1: 31,855 shares; 2026Q2: 31,664 shares 31,664 $4.51M 0.09% -191 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 60,016 shares 60,016 $4.49M 0.09% new Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,577 shares; 2024Q4: 59,639 shares; 2025Q1: 69,679 shares; 2025Q2: 67,347 shares; 2025Q3: 70,755 shares; 2025Q4: 68,842 shares; 2026Q1: 78,189 shares; 2026Q2: 85,084 shares 85,084 $4.49M 0.09% +6,895 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: 39,107 shares; 2024Q4: 43,501 shares; 2025Q1: 43,551 shares; 2025Q2: 44,096 shares; 2025Q3: 44,051 shares; 2025Q4: 46,818 shares; 2026Q1: 46,844 shares; 2026Q2: 46,852 shares 46,852 $4.48M 0.09% +8 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417,953 shares; 2024Q4: 1,475,003 shares; 2025Q1: 1,433,078 shares; 2025Q2: 1,418,951 shares; 2025Q3: 74,480 shares; 2025Q4: 96,761 shares; 2026Q1: 98,520 shares; 2026Q2: 99,510 shares 99,510 $4.48M 0.09% +990 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: 42,850 shares; 2024Q4: 41,668 shares; 2025Q1: 36,242 shares; 2025Q2: 37,857 shares; 2025Q3: 37,860 shares; 2025Q4: 39,482 shares; 2026Q1: 40,129 shares; 2026Q2: 40,116 shares 40,116 $4.42M 0.09% -13 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: 14,311 shares; 2024Q4: 14,458 shares; 2025Q1: 14,109 shares; 2025Q2: 18,613 shares; 2025Q3: 16,483 shares; 2025Q4: 15,655 shares; 2026Q1: 15,766 shares; 2026Q2: 16,167 shares 16,167 $4.4M 0.09% +401 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: 44,881 shares; 2024Q4: 45,260 shares; 2025Q1: 47,208 shares; 2025Q2: 75,231 shares; 2025Q3: 75,400 shares; 2025Q4: 74,575 shares; 2026Q1: 75,949 shares; 2026Q2: 75,791 shares 75,791 $4.38M 0.09% -158 Timeline MDYV 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: 50,239 shares; 2024Q4: 49,517 shares; 2025Q1: 49,203 shares; 2025Q2: 48,289 shares; 2025Q3: 45,751 shares; 2025Q4: 45,157 shares; 2026Q1: 44,932 shares; 2026Q2: 45,165 shares 45,165 $4.28M 0.09% +233 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: 3,498 shares; 2024Q4: 3,498 shares; 2025Q1: 3,721 shares; 2025Q2: 17,342 shares; 2025Q3: 17,267 shares; 2025Q4: 17,594 shares; 2026Q1: 18,122 shares; 2026Q2: 18,062 shares 18,062 $4.27M 0.09% -60 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: 8,778 shares; 2024Q4: 8,780 shares; 2025Q1: 14,323 shares; 2025Q2: 12,030 shares; 2025Q3: 13,407 shares; 2025Q4: 14,191 shares; 2026Q1: 14,196 shares; 2026Q2: 15,175 shares 15,175 $4.27M 0.09% +979 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: 26,364 shares; 2024Q4: 25,072 shares; 2025Q1: 21,996 shares; 2025Q2: 22,030 shares; 2025Q3: 21,585 shares; 2025Q4: 21,987 shares; 2026Q1: 22,224 shares; 2026Q2: 22,630 shares 22,630 $4.26M 0.09% +406 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: 6,713 shares; 2024Q4: 6,478 shares; 2025Q1: 6,381 shares; 2025Q2: 6,731 shares; 2025Q3: 6,374 shares; 2025Q4: 6,019 shares; 2026Q1: 6,012 shares; 2026Q2: 5,978 shares 5,978 $4.2M 0.09% -34 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,379 shares; 2024Q4: 33,524 shares; 2025Q1: 34,992 shares; 2025Q2: 37,194 shares; 2025Q3: 37,773 shares; 2025Q4: 37,920 shares; 2026Q1: 38,433 shares; 2026Q2: 38,460 shares 38,460 $4.2M 0.09% +27 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,930 shares; 2024Q4: 7,771 shares; 2025Q1: 9,019 shares; 2025Q2: 9,120 shares; 2025Q3: 9,112 shares; 2025Q4: 9,965 shares; 2026Q1: 9,968 shares; 2026Q2: 9,982 shares 9,982 $4.02M 0.08% +14 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195,736 shares; 2025Q3: 195,736 shares; 2025Q4: 170,000 shares; 2026Q1: 168,000 shares; 2026Q2: 168,000 shares 168,000 $3.97M 0.08% 0 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: 69,459 shares; 2024Q4: 64,636 shares; 2025Q1: 65,569 shares; 2025Q2: 64,144 shares; 2025Q3: 66,493 shares; 2025Q4: 66,812 shares; 2026Q1: 52,836 shares; 2026Q2: 55,213 shares 55,213 $3.97M 0.08% +2,377 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: 41,705 shares; 2024Q4: 45,842 shares; 2025Q1: 44,800 shares; 2025Q2: 45,349 shares; 2025Q3: 45,300 shares; 2025Q4: 45,018 shares; 2026Q1: 45,026 shares; 2026Q2: 45,046 shares 45,046 $3.89M 0.08% +20 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,103 shares; 2024Q4: 28,207 shares; 2025Q1: 30,039 shares; 2025Q2: 30,492 shares; 2025Q3: 30,108 shares; 2025Q4: 35,286 shares; 2026Q1: 36,653 shares; 2026Q2: 36,895 shares 36,895 $3.79M 0.08% +242 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: 169,994 shares; 2024Q4: 95,764 shares; 2025Q1: 60,737 shares; 2025Q2: 59,062 shares; 2025Q3: 49,450 shares; 2025Q4: 67,325 shares; 2026Q1: 61,856 shares; 2026Q2: 74,331 shares 74,331 $3.76M 0.08% +12,475 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303,031 shares; 2024Q4: 302,609 shares; 2025Q1: 302,057 shares; 2025Q2: 304,540 shares; 2025Q3: 303,120 shares; 2025Q4: 242,428 shares; 2026Q1: 148,074 shares; 2026Q2: 134,876 shares 134,876 $3.73M 0.08% -13,198 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: 6,573 shares; 2024Q4: 6,663 shares; 2025Q1: 6,614 shares; 2025Q2: 6,663 shares; 2025Q3: 19,163 shares; 2025Q4: 12,568 shares; 2026Q1: 15,287 shares; 2026Q2: 15,063 shares 15,063 $3.6M 0.07% -224 Timeline VDC 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: 15,029 shares; 2024Q4: 16,043 shares; 2025Q1: 15,443 shares; 2025Q2: 16,961 shares; 2025Q3: 15,911 shares; 2025Q4: 18,030 shares; 2026Q1: 15,788 shares; 2026Q2: 15,949 shares 15,949 $3.6M 0.07% +161 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,849 shares; 2024Q4: 1,896 shares; 2025Q1: 2,417 shares; 2025Q2: 2,216 shares; 2025Q3: 2,816 shares; 2025Q4: 3,166 shares; 2026Q1: 4,354 shares; 2026Q2: 9,544 shares 9,544 $3.59M 0.07% +5,190 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,932 shares; 2024Q4: 26,247 shares; 2025Q1: 24,350 shares; 2025Q2: 22,868 shares; 2025Q3: 23,069 shares; 2025Q4: 23,439 shares; 2026Q1: 23,947 shares; 2026Q2: 23,001 shares 23,001 $3.55M 0.07% -946 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: 4,004 shares; 2024Q4: 4,484 shares; 2025Q1: 4,490 shares; 2025Q2: 5,264 shares; 2025Q3: 4,546 shares; 2025Q4: 4,578 shares; 2026Q1: 10,846 shares; 2026Q2: 12,039 shares 12,039 $3.53M 0.07% +1,193 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,588 shares; 2024Q4: 16,394 shares; 2025Q1: 33,289 shares; 2025Q2: 33,289 shares; 2025Q3: 45,379 shares; 2025Q4: 64,023 shares; 2026Q1: 1,016,257 shares; 2026Q2: 38,429 shares 38,429 $3.52M 0.07% -977,828 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,964 shares; 2024Q4: 57,178 shares; 2025Q1: 57,363 shares; 2025Q2: 58,076 shares; 2025Q3: 57,982 shares; 2025Q4: 61,882 shares; 2026Q1: 61,890 shares; 2026Q2: 61,987 shares 61,987 $3.49M 0.07% +97 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,166 shares; 2026Q2: 3,616 shares 3,616 $3.49M 0.07% +450 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: 7,184 shares; 2024Q4: 7,184 shares; 2025Q1: 7,231 shares; 2025Q2: 7,124 shares; 2025Q3: 6,978 shares; 2025Q4: 6,895 shares; 2026Q1: 6,874 shares; 2026Q2: 6,846 shares 6,846 $3.49M 0.07% -28 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: 43,716 shares; 2024Q4: 47,177 shares; 2025Q1: 49,749 shares; 2025Q2: 59,085 shares; 2025Q3: 29,044 shares; 2025Q4: 26,080 shares; 2026Q1: 24,509 shares; 2026Q2: 26,669 shares 26,669 $3.43M 0.07% +2,160 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: 31,547 shares; 2024Q4: 31,439 shares; 2025Q1: 30,991 shares; 2025Q2: 29,346 shares; 2025Q3: 29,445 shares; 2025Q4: 30,260 shares; 2026Q1: 30,190 shares; 2026Q2: 30,190 shares 30,190 $3.42M 0.07% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,651,658 shares; 2024Q4: 788,846 shares; 2025Q1: 659,607 shares; 2025Q2: 125,079 shares; 2025Q3: 3,095,899 shares; 2025Q4: 2,824,210 shares; 2026Q1: 1,606,184 shares; 2026Q2: 148,872 shares 148,872 $3.41M 0.07% -1,457,312 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,160 shares; 2025Q1: 5,532 shares; 2025Q2: 5,332 shares; 2025Q3: 7,605 shares; 2025Q4: 10,313 shares; 2026Q1: 10,199 shares; 2026Q2: 12,291 shares 12,291 $3.24M 0.07% +2,092 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: 14,257 shares 14,257 $3.19M 0.06% new 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: 14,250 shares 14,250 $3.15M 0.06% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,547 shares; 2024Q4: 182,091 shares; 2025Q1: 166,072 shares; 2025Q2: 215,228 shares; 2025Q3: 220,146 shares; 2025Q4: 191,272 shares; 2026Q1: 92,819 shares; 2026Q2: 59,514 shares 59,514 $3.12M 0.06% -33,305 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: 23,788 shares; 2024Q4: 23,721 shares; 2025Q1: 23,767 shares; 2025Q2: 32,224 shares; 2025Q3: 31,835 shares; 2025Q4: 30,563 shares; 2026Q1: 30,718 shares; 2026Q2: 30,261 shares 30,261 $3.09M 0.06% -457 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,025 shares; 2024Q4: 32,804 shares; 2025Q1: 36,783 shares; 2025Q2: 35,560 shares; 2025Q3: 46,297 shares; 2025Q4: 52,150 shares; 2026Q1: 51,411 shares; 2026Q2: 65,002 shares 65,002 $3.09M 0.06% +13,591 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: 19,127 shares; 2024Q4: 21,388 shares; 2025Q1: 21,353 shares; 2025Q2: 21,647 shares; 2025Q3: 21,647 shares; 2025Q4: 23,057 shares; 2026Q1: 23,066 shares; 2026Q2: 23,120 shares 23,120 $3.06M 0.06% +54 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,955 shares; 2024Q4: 45,955 shares; 2025Q1: 45,955 shares; 2025Q2: 45,955 shares; 2025Q3: 45,955 shares; 2025Q4: 45,955 shares; 2026Q1: 45,955 shares; 2026Q2: 45,955 shares 45,955 $3.06M 0.06% 0 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: 1,164 shares; 2024Q4: 1,070 shares; 2025Q1: 1,055 shares; 2025Q2: 1,017 shares; 2025Q3: 1,007 shares; 2025Q4: 969 shares; 2026Q1: 964 shares; 2026Q2: 956 shares 956 $3.05M 0.06% -8 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,927 shares; 2024Q4: 3,927 shares; 2025Q1: 4,120 shares; 2025Q2: 4,380 shares; 2025Q3: 19,411 shares; 2025Q4: 19,410 shares; 2026Q1: 19,355 shares; 2026Q2: 19,356 shares 19,356 $3.04M 0.06% +1 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: 1,624 shares; 2024Q4: 1,672 shares; 2025Q1: 2,825 shares; 2025Q2: 6,849 shares; 2025Q3: 6,835 shares; 2025Q4: 6,871 shares; 2026Q1: 6,651 shares; 2026Q2: 6,041 shares 6,041 $3.03M 0.06% -610 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: 19,938 shares; 2024Q4: 22,106 shares; 2025Q1: 22,145 shares; 2025Q2: 22,378 shares; 2025Q3: 22,447 shares; 2025Q4: 20,386 shares; 2026Q1: 23,046 shares; 2026Q2: 23,085 shares 23,085 $2.99M 0.06% +39 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: 81,195 shares; 2024Q4: 81,156 shares; 2025Q1: 82,753 shares; 2025Q2: 25,851 shares; 2025Q3: 25,030 shares; 2025Q4: 22,911 shares; 2026Q1: 22,733 shares; 2026Q2: 22,739 shares 22,739 $2.97M 0.06% +6 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,167 shares; 2024Q4: 294,738 shares; 2025Q1: 294,738 shares; 2025Q2: 294,738 shares; 2025Q3: 98,168 shares; 2025Q4: 97,668 shares; 2026Q1: 97,366 shares; 2026Q2: 97,366 shares 97,366 $2.94M 0.06% 0 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: 14,041 shares; 2024Q4: 14,098 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 14,763 shares; 2025Q4: 14,724 shares; 2026Q1: 14,553 shares; 2026Q2: 10,837 shares 10,837 $2.93M 0.06% -3,716 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: not reported; 2025Q3: not reported; 2025Q4: 1,109 shares; 2026Q1: 7,435 shares; 2026Q2: 7,425 shares 7,425 $2.93M 0.06% -10 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,624 shares; 2025Q1: 1,368 shares; 2025Q2: 2,119 shares; 2025Q3: 1,894 shares; 2025Q4: 1,750 shares; 2026Q1: 14,044 shares; 2026Q2: 13,511 shares 13,511 $2.92M 0.06% -533 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,735 shares; 2025Q4: 9,775 shares; 2026Q1: 9,775 shares; 2026Q2: 57,765 shares 57,765 $2.92M 0.06% +47,990 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,316 shares; 2025Q1: 12,002 shares; 2025Q2: 14,952 shares; 2025Q3: 14,951 shares; 2025Q4: 16,392 shares; 2026Q1: 14,394 shares; 2026Q2: 14,372 shares 14,372 $2.9M 0.06% -22 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 704 shares; 2025Q1: 753 shares; 2025Q2: 733 shares; 2025Q3: 940 shares; 2025Q4: 1,702 shares; 2026Q1: 1,682 shares; 2026Q2: 2,117 shares 2,117 $2.88M 0.06% +435 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,092 shares; 2026Q2: 11,065 shares 11,065 $2.83M 0.06% -27 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,893 shares; 2024Q4: 19,357 shares; 2025Q1: 26,194 shares; 2025Q2: 27,212 shares; 2025Q3: 26,890 shares; 2025Q4: 43,009 shares; 2026Q1: 42,662 shares; 2026Q2: 54,350 shares 54,350 $2.82M 0.06% +11,688 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,046 shares; 2024Q4: 12,401 shares; 2025Q1: 5,950 shares; 2025Q2: 5,760 shares; 2025Q3: 18,176 shares; 2025Q4: 20,646 shares; 2026Q1: 20,829 shares; 2026Q2: 26,044 shares 26,044 $2.81M 0.06% +5,215 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,448 shares; 2025Q4: 19,518 shares; 2026Q1: 15,916 shares; 2026Q2: 11,224 shares 11,224 $2.81M 0.06% -4,692 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: 35,132 shares; 2024Q4: 35,132 shares; 2025Q1: 35,115 shares; 2025Q2: 35,242 shares; 2025Q3: 34,992 shares; 2025Q4: 9,233 shares; 2026Q1: 9,233 shares; 2026Q2: 9,233 shares 9,233 $2.8M 0.06% 0 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: 3,920 shares; 2024Q4: 4,074 shares; 2025Q1: 4,426 shares; 2025Q2: 4,240 shares; 2025Q3: 5,201 shares; 2025Q4: 4,666 shares; 2026Q1: 4,560 shares; 2026Q2: 5,411 shares 5,411 $2.78M 0.06% +851 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: 6,043 shares; 2024Q4: 6,216 shares; 2025Q1: 6,729 shares; 2025Q2: 6,516 shares; 2025Q3: 8,820 shares; 2025Q4: 9,899 shares; 2026Q1: 9,802 shares; 2026Q2: 12,098 shares 12,098 $2.75M 0.06% +2,296 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,073 shares; 2026Q2: 43,074 shares 43,074 $2.71M 0.06% +1 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,942 shares; 2025Q2: 34,692 shares; 2025Q3: 46,222 shares; 2025Q4: 46,724 shares; 2026Q1: 46,963 shares; 2026Q2: 35,451 shares 35,451 $2.68M 0.05% -11,512 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: 22,404 shares; 2024Q4: 22,646 shares; 2025Q1: 23,023 shares; 2025Q2: 22,679 shares; 2025Q3: 24,453 shares; 2025Q4: 20,484 shares; 2026Q1: 20,387 shares; 2026Q2: 22,124 shares 22,124 $2.62M 0.05% +1,737 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,835 shares; 2024Q4: 6,012 shares; 2025Q1: 6,349 shares; 2025Q2: 6,084 shares; 2025Q3: 12,560 shares; 2025Q4: 10,564 shares; 2026Q1: 12,467 shares; 2026Q2: 11,001 shares 11,001 $2.61M 0.05% -1,466 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: 26,221 shares; 2024Q4: 24,975 shares; 2025Q1: 22,987 shares; 2025Q2: 21,889 shares; 2025Q3: 19,984 shares; 2025Q4: 19,164 shares; 2026Q1: 18,612 shares; 2026Q2: 18,562 shares 18,562 $2.55M 0.05% -50 Timeline FROG JFROG LTD More: the full row for JFROG 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: 4,391 shares; 2025Q4: 8,939 shares; 2026Q1: 42,329 shares; 2026Q2: 27,931 shares 27,931 $2.54M 0.05% -14,398 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: 25,254 shares; 2024Q4: 23,888 shares; 2025Q1: 20,439 shares; 2025Q2: 22,268 shares; 2025Q3: 4,751 shares; 2025Q4: 23,404 shares; 2026Q1: 23,413 shares; 2026Q2: 23,465 shares 23,465 $2.52M 0.05% +52 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: 20,060 shares; 2024Q4: 20,124 shares; 2025Q1: 19,744 shares; 2025Q2: 19,566 shares; 2025Q3: 21,386 shares; 2025Q4: 14,926 shares; 2026Q1: 14,847 shares; 2026Q2: 16,071 shares 16,071 $2.52M 0.05% +1,224 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,131 shares; 2024Q4: 71,743 shares; 2025Q1: 71,844 shares; 2025Q2: 68,694 shares; 2025Q3: 65,522 shares; 2025Q4: 66,376 shares; 2026Q1: 69,310 shares; 2026Q2: 69,311 shares 69,311 $2.5M 0.05% +1 Timeline SUSL 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: 18,479 shares 18,479 $2.45M 0.05% new Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 438,777 shares; 2024Q4: 603,985 shares; 2025Q1: 279,125 shares; 2025Q2: 76,010 shares; 2025Q3: 80,525 shares; 2025Q4: 88,718 shares; 2026Q1: 75,443 shares; 2026Q2: 84,418 shares 84,418 $2.45M 0.05% +8,975 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: 9,447 shares; 2024Q4: 9,689 shares; 2025Q1: 10,331 shares; 2025Q2: 10,131 shares; 2025Q3: 11,245 shares; 2025Q4: 7,074 shares; 2026Q1: 6,976 shares; 2026Q2: 8,655 shares 8,655 $2.41M 0.05% +1,679 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,666 shares; 2025Q2: 10,437 shares; 2025Q3: 12,337 shares; 2025Q4: 13,336 shares; 2026Q1: 13,330 shares; 2026Q2: 15,484 shares 15,484 $2.4M 0.05% +2,154 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: 4,342 shares; 2024Q4: 4,014 shares; 2025Q1: 4,172 shares; 2025Q2: 3,910 shares; 2025Q3: 3,915 shares; 2025Q4: 3,966 shares; 2026Q1: 3,902 shares; 2026Q2: 3,764 shares 3,764 $2.39M 0.05% -138 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: 10,052 shares; 2024Q4: 9,434 shares; 2025Q1: 9,243 shares; 2025Q2: 9,142 shares; 2025Q3: 8,853 shares; 2025Q4: 8,844 shares; 2026Q1: 8,792 shares; 2026Q2: 8,527 shares 8,527 $2.39M 0.05% -265 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: 10,132 shares; 2024Q4: 11,508 shares; 2025Q1: 11,746 shares; 2025Q2: 11,741 shares; 2025Q3: 11,835 shares; 2025Q4: 5,777 shares; 2026Q1: 5,686 shares; 2026Q2: 5,658 shares 5,658 $2.38M 0.05% -28 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: 7,170 shares; 2024Q4: 7,266 shares; 2025Q1: 7,797 shares; 2025Q2: 7,699 shares; 2025Q3: 8,741 shares; 2025Q4: 9,455 shares; 2026Q1: 9,405 shares; 2026Q2: 10,768 shares 10,768 $2.37M 0.05% +1,363 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,681 shares; 2024Q4: 21,681 shares; 2025Q1: 11,186 shares; 2025Q2: 6,472 shares; 2025Q3: 6,453 shares; 2025Q4: 6,453 shares; 2026Q1: 6,453 shares; 2026Q2: 6,453 shares 6,453 $2.36M 0.05% 0 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,638 shares 8,638 $2.35M 0.05% new 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: 3,460 shares; 2024Q4: 3,520 shares; 2025Q1: 3,667 shares; 2025Q2: 4,729 shares; 2025Q3: 4,707 shares; 2025Q4: 3,334 shares; 2026Q1: 3,357 shares; 2026Q2: 3,262 shares 3,262 $2.35M 0.05% -95 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: 35,130 shares; 2024Q4: 34,397 shares; 2025Q1: 34,047 shares; 2025Q2: 34,510 shares; 2025Q3: 34,497 shares; 2025Q4: 35,749 shares; 2026Q1: 29,351 shares; 2026Q2: 30,906 shares 30,906 $2.34M 0.05% +1,555 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: 9,142 shares; 2024Q4: 9,216 shares; 2025Q1: 13,237 shares; 2025Q2: 30,881 shares; 2025Q3: 30,945 shares; 2025Q4: 29,484 shares; 2026Q1: 28,325 shares; 2026Q2: 28,258 shares 28,258 $2.34M 0.05% -67 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,224 shares; 2026Q2: 16,898 shares 16,898 $2.33M 0.05% -1,326 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: 61,627 shares; 2024Q4: 44,813 shares; 2025Q1: 48,919 shares; 2025Q2: 68,257 shares; 2025Q3: 68,765 shares; 2025Q4: 60,679 shares; 2026Q1: 63,123 shares; 2026Q2: 56,821 shares 56,821 $2.33M 0.05% -6,302 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,540 shares; 2026Q1: 5,193 shares; 2026Q2: 6,217 shares 6,217 $2.32M 0.05% +1,024 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: 51,709 shares; 2024Q4: 46,642 shares; 2025Q1: 43,891 shares; 2025Q2: 38,814 shares; 2025Q3: 37,035 shares; 2025Q4: 35,229 shares; 2026Q1: 33,590 shares; 2026Q2: 11,196 shares 11,196 $2.3M 0.05% -22,394 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: 151,098 shares; 2024Q4: 155,967 shares; 2025Q1: 159,287 shares; 2025Q2: 166,562 shares; 2025Q3: 158,900 shares; 2025Q4: 88,500 shares; 2026Q1: 91,099 shares; 2026Q2: 92,956 shares 92,956 $2.28M 0.05% +1,857 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: 73,777 shares; 2024Q4: 75,950 shares; 2025Q1: 76,486 shares; 2025Q2: 77,691 shares; 2025Q3: 52,722 shares; 2025Q4: 45,463 shares; 2026Q1: 37,804 shares; 2026Q2: 53,451 shares 53,451 $2.26M 0.05% +15,647 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,927 shares; 2024Q4: 132,443 shares; 2025Q1: 128,537 shares; 2025Q2: 125,364 shares; 2025Q3: 114,649 shares; 2025Q4: 113,339 shares; 2026Q1: 109,125 shares; 2026Q2: 112,061 shares 112,061 $2.23M 0.05% +2,936 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,870 shares; 2025Q2: 12,592 shares; 2025Q3: 24,422 shares; 2025Q4: 22,890 shares; 2026Q1: 30,898 shares; 2026Q2: 42,668 shares 42,668 $2.23M 0.05% +11,770 Timeline BBAG 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: 43,529 shares; 2024Q4: 44,206 shares; 2025Q1: 44,170 shares; 2025Q2: 46,961 shares; 2025Q3: 52,453 shares; 2025Q4: 55,719 shares; 2026Q1: 47,667 shares; 2026Q2: 47,985 shares 47,985 $2.2M 0.04% +318 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: 5,680 shares; 2024Q4: 5,963 shares; 2025Q1: 10,123 shares; 2025Q2: 10,703 shares; 2025Q3: 12,121 shares; 2025Q4: 14,426 shares; 2026Q1: 13,282 shares; 2026Q2: 13,869 shares 13,869 $2.17M 0.04% +587 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: 8,006 shares; 2024Q4: 8,250 shares; 2025Q1: 8,147 shares; 2025Q2: 8,580 shares; 2025Q3: 8,604 shares; 2025Q4: 9,033 shares; 2026Q1: 9,401 shares; 2026Q2: 9,885 shares 9,885 $2.17M 0.04% +484 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,832 shares; 2024Q4: 2,900 shares; 2025Q1: 3,109 shares; 2025Q2: 2,194 shares; 2025Q3: 1,899 shares; 2025Q4: 2,146 shares; 2026Q1: 2,126 shares; 2026Q2: 2,724 shares 2,724 $2.17M 0.04% +598 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,774 shares; 2024Q4: 64,119 shares; 2025Q1: 64,119 shares; 2025Q2: 63,541 shares; 2025Q3: 57,341 shares; 2025Q4: 27,022 shares; 2026Q1: 23,700 shares; 2026Q2: 23,700 shares 23,700 $2.15M 0.04% 0 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: 34,482 shares; 2024Q4: 34,651 shares; 2025Q1: 34,651 shares; 2025Q2: 34,502 shares; 2025Q3: 34,515 shares; 2025Q4: 21,533 shares; 2026Q1: 19,174 shares; 2026Q2: 19,173 shares 19,173 $2.14M 0.04% -1 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,196 shares; 2025Q2: 12,825 shares; 2025Q3: 16,803 shares; 2025Q4: 18,808 shares; 2026Q1: 18,771 shares; 2026Q2: 23,608 shares 23,608 $2.11M 0.04% +4,837 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: 12,186 shares; 2024Q4: 13,422 shares; 2025Q1: 4,034 shares; 2025Q2: 3,601 shares; 2025Q3: 3,479 shares; 2025Q4: 3,374 shares; 2026Q1: 3,378 shares; 2026Q2: 3,376 shares 3,376 $2.1M 0.04% -2 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: 1,948 shares; 2025Q3: 2,563 shares; 2025Q4: 3,042 shares; 2026Q1: 2,153 shares; 2026Q2: 3,995 shares 3,995 $2.1M 0.04% +1,842 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,207 shares; 2024Q4: 84,900 shares; 2025Q1: 68,379 shares; 2025Q2: 67,771 shares; 2025Q3: 67,771 shares; 2025Q4: 42,071 shares; 2026Q1: 42,071 shares; 2026Q2: 42,071 shares 42,071 $2.1M 0.04% 0 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: 18,237 shares; 2024Q4: 18,354 shares; 2025Q1: 16,251 shares; 2025Q2: 15,615 shares; 2025Q3: 15,988 shares; 2025Q4: 13,495 shares; 2026Q1: 13,307 shares; 2026Q2: 13,553 shares 13,553 $2.09M 0.04% +246 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,690 shares 20,690 $2.08M 0.04% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,500 shares; 2024Q4: 35,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,504 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,515 shares 20,515 $2.05M 0.04% new 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: 12,467 shares; 2024Q4: 12,837 shares; 2025Q1: 14,258 shares; 2025Q2: 13,805 shares; 2025Q3: 17,924 shares; 2025Q4: 20,524 shares; 2026Q1: 19,844 shares; 2026Q2: 25,128 shares 25,128 $2.02M 0.04% +5,284 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,653 shares; 2024Q4: 57,812 shares; 2025Q1: 63,012 shares; 2025Q2: 57,812 shares; 2025Q3: 57,812 shares; 2025Q4: 58,524 shares; 2026Q1: 57,852 shares; 2026Q2: 57,852 shares 57,852 $1.96M 0.04% 0 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: 20,070 shares; 2024Q4: 20,084 shares; 2025Q1: 20,083 shares; 2025Q2: 20,106 shares; 2025Q3: 20,122 shares; 2025Q4: 20,106 shares; 2026Q1: 20,142 shares; 2026Q2: 20,143 shares 20,143 $1.94M 0.04% +1 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: 347 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 723 shares; 2025Q3: 711 shares; 2025Q4: 608 shares; 2026Q1: 610 shares; 2026Q2: 3,776 shares 3,776 $1.92M 0.04% +3,166 Timeline TSME THRIVENT ETF TRUST More: the full row for THRIVENT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,289 shares; 2024Q4: 42,782 shares; 2025Q1: 41,352 shares; 2025Q2: 39,451 shares; 2025Q3: 37,482 shares; 2025Q4: 38,023 shares; 2026Q1: 37,668 shares; 2026Q2: 36,279 shares 36,279 $1.9M 0.04% -1,389 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: 4,774 shares; 2024Q4: 4,963 shares; 2025Q1: 5,386 shares; 2025Q2: 5,464 shares; 2025Q3: 5,452 shares; 2025Q4: 5,835 shares; 2026Q1: 6,048 shares; 2026Q2: 6,885 shares 6,885 $1.9M 0.04% +837 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,712 shares; 2024Q4: 52,248 shares; 2025Q1: 54,174 shares; 2025Q2: 50,199 shares; 2025Q3: 50,199 shares; 2025Q4: 50,347 shares; 2026Q1: 51,335 shares; 2026Q2: 52,250 shares 52,250 $1.89M 0.04% +915 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244,175 shares; 2024Q4: 90,215 shares; 2025Q1: 54,387 shares; 2025Q2: 63,978 shares; 2025Q3: 25,823 shares; 2025Q4: 23,478 shares; 2026Q1: 22,031 shares; 2026Q2: 17,586 shares 17,586 $1.89M 0.04% -4,445 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares; 2026Q2: 1,749 shares 1,749 $1.82M 0.04% +299 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: 9,364 shares; 2024Q4: 6,352 shares; 2025Q1: 6,914 shares; 2025Q2: 8,096 shares; 2025Q3: 9,713 shares; 2025Q4: 11,015 shares; 2026Q1: 10,905 shares; 2026Q2: 13,536 shares 13,536 $1.82M 0.04% +2,631 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: 5,350 shares; 2024Q4: 5,323 shares; 2025Q1: 5,242 shares; 2025Q2: 4,937 shares; 2025Q3: 4,883 shares; 2025Q4: 4,679 shares; 2026Q1: 4,504 shares; 2026Q2: 4,471 shares 4,471 $1.78M 0.04% -33 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,112 shares; 2025Q2: 1,356 shares; 2025Q3: 1,432 shares; 2025Q4: 1,472 shares; 2026Q1: 2,880 shares; 2026Q2: 1,498 shares 1,498 $1.76M 0.04% -1,382 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: 3,163 shares; 2024Q4: 2,012 shares; 2025Q1: 2,043 shares; 2025Q2: 2,235 shares; 2025Q3: 2,214 shares; 2025Q4: 2,271 shares; 2026Q1: 2,242 shares; 2026Q2: 2,296 shares 2,296 $1.73M 0.04% +54 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,698 shares; 2025Q3: 7,605 shares; 2025Q4: 7,323 shares; 2026Q1: 7,325 shares; 2026Q2: 7,550 shares 7,550 $1.73M 0.04% +225 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: 19,327 shares; 2024Q4: 19,814 shares; 2025Q1: 18,695 shares; 2025Q2: 19,523 shares; 2025Q3: 19,446 shares; 2025Q4: 20,438 shares; 2026Q1: 20,868 shares; 2026Q2: 20,868 shares 20,868 $1.73M 0.04% 0 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: 11,010 shares; 2024Q4: 10,930 shares; 2025Q1: 10,434 shares; 2025Q2: 9,949 shares; 2025Q3: 9,101 shares; 2025Q4: 8,432 shares; 2026Q1: 7,676 shares; 2026Q2: 7,439 shares 7,439 $1.69M 0.03% -237 Timeline CWI 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: 44,556 shares; 2024Q4: 44,256 shares; 2025Q1: 44,256 shares; 2025Q2: 44,256 shares; 2025Q3: 44,256 shares; 2025Q4: 43,881 shares; 2026Q1: 42,546 shares; 2026Q2: 41,141 shares 41,141 $1.67M 0.03% -1,405 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,504 shares; 2024Q4: 21,808 shares; 2025Q1: 21,965 shares; 2025Q2: 21,552 shares; 2025Q3: 10,249 shares; 2025Q4: 17,953 shares; 2026Q1: 17,500 shares; 2026Q2: 21,965 shares 21,965 $1.67M 0.03% +4,465 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,598 shares; 2024Q4: 18,081 shares; 2025Q1: 19,229 shares; 2025Q2: 34,031 shares; 2025Q3: 27,813 shares; 2025Q4: 54,032 shares; 2026Q1: 53,865 shares; 2026Q2: 68,108 shares 68,108 $1.67M 0.03% +14,243 Timeline SPIB 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: 136,371 shares; 2024Q4: 68,174 shares; 2025Q1: 86,639 shares; 2025Q2: 57,531 shares; 2025Q3: 40,955 shares; 2025Q4: 41,707 shares; 2026Q1: 49,502 shares; 2026Q2: 49,612 shares 49,612 $1.66M 0.03% +110 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: 7,728 shares; 2024Q4: 8,881 shares; 2025Q1: 8,021 shares; 2025Q2: 9,222 shares; 2025Q3: 9,033 shares; 2025Q4: 10,093 shares; 2026Q1: 9,242 shares; 2026Q2: 9,003 shares 9,003 $1.66M 0.03% -239 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,927 shares; 2024Q4: 15,198 shares; 2025Q1: 17,157 shares; 2025Q2: 16,566 shares; 2025Q3: 21,456 shares; 2025Q4: 23,973 shares; 2026Q1: 23,719 shares; 2026Q2: 19,820 shares 19,820 $1.61M 0.03% -3,899 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: 19,649 shares; 2024Q4: 58,946 shares; 2025Q1: 63,077 shares; 2025Q2: 63,388 shares; 2025Q3: 60,158 shares; 2025Q4: 58,808 shares; 2026Q1: 56,274 shares; 2026Q2: 54,711 shares 54,711 $1.58M 0.03% -1,563 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,226 shares; 2024Q4: 36,767 shares; 2025Q1: 36,264 shares; 2025Q2: 35,880 shares; 2025Q3: 32,289 shares; 2025Q4: 31,157 shares; 2026Q1: 30,281 shares; 2026Q2: 31,504 shares 31,504 $1.56M 0.03% +1,223 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: 4,934 shares; 2024Q4: 5,043 shares; 2025Q1: 6,468 shares; 2025Q2: 6,468 shares; 2025Q3: 6,468 shares; 2025Q4: 6,468 shares; 2026Q1: 6,468 shares; 2026Q2: 6,425 shares 6,425 $1.56M 0.03% -43 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,277 shares; 2024Q4: 19,446 shares; 2025Q1: 20,246 shares; 2025Q2: 20,104 shares; 2025Q3: 20,104 shares; 2025Q4: 14,204 shares; 2026Q1: 14,204 shares; 2026Q2: 14,204 shares 14,204 $1.55M 0.03% 0 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: 2,509 shares; 2024Q4: 2,524 shares; 2025Q1: 3,199 shares; 2025Q2: 3,299 shares; 2025Q3: 3,299 shares; 2025Q4: 3,071 shares; 2026Q1: 3,092 shares; 2026Q2: 12,418 shares 12,418 $1.54M 0.03% +9,326 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: 58,696 shares; 2024Q4: 61,599 shares; 2025Q1: 58,420 shares; 2025Q2: 60,621 shares; 2025Q3: 57,566 shares; 2025Q4: 50,265 shares; 2026Q1: 35,568 shares; 2026Q2: 34,746 shares 34,746 $1.53M 0.03% -822 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,200 shares; 2026Q1: 2,724 shares; 2026Q2: 3,387 shares 3,387 $1.51M 0.03% +663 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: 7,810 shares; 2024Q4: 7,928 shares; 2025Q1: 7,710 shares; 2025Q2: 8,520 shares; 2025Q3: 8,731 shares; 2025Q4: 8,501 shares; 2026Q1: 8,786 shares; 2026Q2: 9,308 shares 9,308 $1.48M 0.03% +522 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,175 shares; 2024Q4: 26,509 shares; 2025Q1: 22,193 shares; 2025Q2: 21,515 shares; 2025Q3: 21,271 shares; 2025Q4: 21,105 shares; 2026Q1: 21,590 shares; 2026Q2: 21,590 shares 21,590 $1.46M 0.03% 0 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: 16,813 shares; 2024Q4: 6,966 shares; 2025Q1: 7,170 shares; 2025Q2: 6,708 shares; 2025Q3: 5,732 shares; 2025Q4: 6,331 shares; 2026Q1: 6,285 shares; 2026Q2: 8,923 shares 8,923 $1.46M 0.03% +2,638 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,517 shares; 2024Q4: 15,035 shares; 2025Q1: 14,714 shares; 2025Q2: 14,528 shares; 2025Q3: 17,471 shares; 2025Q4: 17,104 shares; 2026Q1: 16,621 shares; 2026Q2: 16,673 shares 16,673 $1.45M 0.03% +52 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: 6,286 shares; 2024Q4: 1,677 shares; 2025Q1: 1,793 shares; 2025Q2: 3,214 shares; 2025Q3: 4,085 shares; 2025Q4: 4,717 shares; 2026Q1: 4,551 shares; 2026Q2: 3,725 shares 3,725 $1.44M 0.03% -826 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,199 shares; 2024Q4: 26,868 shares; 2025Q1: 26,869 shares; 2025Q2: 25,913 shares; 2025Q3: 24,489 shares; 2025Q4: 18,033 shares; 2026Q1: 11,845 shares; 2026Q2: 11,826 shares 11,826 $1.44M 0.03% -19 Timeline SPSB 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: 150,374 shares; 2024Q4: 91,402 shares; 2025Q1: 94,278 shares; 2025Q2: 10,534 shares; 2025Q3: 13,764 shares; 2025Q4: 17,789 shares; 2026Q1: 22,164 shares; 2026Q2: 47,989 shares 47,989 $1.44M 0.03% +25,825 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,859 shares; 2024Q4: 7,764 shares; 2025Q1: 7,606 shares; 2025Q2: 7,628 shares; 2025Q3: 7,485 shares; 2025Q4: 7,427 shares; 2026Q1: 7,199 shares; 2026Q2: 7,288 shares 7,288 $1.43M 0.03% +89 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF 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: 45,853 shares 45,853 $1.41M 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,641 shares; 2024Q4: 15,092 shares; 2025Q1: 16,828 shares; 2025Q2: 16,357 shares; 2025Q3: 21,241 shares; 2025Q4: 24,028 shares; 2026Q1: 23,748 shares; 2026Q2: 29,979 shares 29,979 $1.4M 0.03% +6,231 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: 39,183 shares; 2024Q4: 7,996 shares; 2025Q1: 8,656 shares; 2025Q2: 8,400 shares; 2025Q3: 11,025 shares; 2025Q4: 12,431 shares; 2026Q1: 12,288 shares; 2026Q2: 15,437 shares 15,437 $1.4M 0.03% +3,149 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,702 shares; 2024Q4: 4,560 shares; 2025Q1: 4,699 shares; 2025Q2: 5,218 shares; 2025Q3: 4,820 shares; 2025Q4: 4,524 shares; 2026Q1: 4,601 shares; 2026Q2: 8,287 shares 8,287 $1.4M 0.03% +3,686 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: 7,930 shares; 2024Q4: 5,705 shares; 2025Q1: 6,285 shares; 2025Q2: 6,091 shares; 2025Q3: 7,821 shares; 2025Q4: 8,727 shares; 2026Q1: 8,373 shares; 2026Q2: 6,737 shares 6,737 $1.38M 0.03% -1,636 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: 4,248 shares; 2024Q4: 4,348 shares; 2025Q1: 4,454 shares; 2025Q2: 4,685 shares; 2025Q3: 4,515 shares; 2025Q4: 4,547 shares; 2026Q1: 4,375 shares; 2026Q2: 4,150 shares 4,150 $1.37M 0.03% -225 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,161 shares; 2025Q2: 8,294 shares; 2025Q3: 34,648 shares; 2025Q4: 38,447 shares; 2026Q1: 28,200 shares; 2026Q2: 28,362 shares 28,362 $1.36M 0.03% +162 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: 1,321 shares; 2024Q4: 1,321 shares; 2025Q1: 2,992 shares; 2025Q2: 3,871 shares; 2025Q3: 3,888 shares; 2025Q4: 3,609 shares; 2026Q1: 3,632 shares; 2026Q2: 3,631 shares 3,631 $1.36M 0.03% -1 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,223 shares 13,223 $1.33M 0.03% new 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: 10,463 shares; 2024Q4: 9,780 shares; 2025Q1: 9,621 shares; 2025Q2: 14,375 shares; 2025Q3: 13,702 shares; 2025Q4: 26,840 shares; 2026Q1: 26,392 shares; 2026Q2: 24,515 shares 24,515 $1.3M 0.03% -1,877 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,987 shares; 2026Q1: 15,946 shares; 2026Q2: 16,704 shares 16,704 $1.3M 0.03% +758 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: 4,275 shares; 2024Q4: 4,255 shares; 2025Q1: 4,297 shares; 2025Q2: 4,227 shares; 2025Q3: 4,462 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares; 2026Q2: 4,098 shares 4,098 $1.29M 0.03% -375 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,700 shares; 2025Q4: 16,000 shares; 2026Q1: 22,300 shares; 2026Q2: 22,300 shares 22,300 $1.26M 0.03% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,663 shares; 2024Q4: 11,537 shares; 2025Q1: 13,294 shares; 2025Q2: 13,718 shares; 2025Q3: 12,178 shares; 2025Q4: 12,306 shares; 2026Q1: 12,549 shares; 2026Q2: 13,219 shares 13,219 $1.25M 0.03% +670 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,185 shares; 2024Q4: 8,392 shares; 2025Q1: 9,065 shares; 2025Q2: 8,757 shares; 2025Q3: 11,558 shares; 2025Q4: 13,001 shares; 2026Q1: 12,904 shares; 2026Q2: 16,314 shares 16,314 $1.25M 0.03% +3,410 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: 54,665 shares; 2024Q4: 53,374 shares; 2025Q1: 55,214 shares; 2025Q2: 55,233 shares; 2025Q3: 54,073 shares; 2025Q4: 43,360 shares; 2026Q1: 42,754 shares; 2026Q2: 51,454 shares 51,454 $1.24M 0.03% +8,700 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: 5,888 shares; 2024Q4: 13,116 shares; 2025Q1: 11,622 shares; 2025Q2: 7,276 shares; 2025Q3: 16,412 shares; 2025Q4: 5,722 shares; 2026Q1: 5,620 shares; 2026Q2: 7,830 shares 7,830 $1.24M 0.03% +2,210 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,137 shares; 2024Q4: 43,404 shares; 2025Q1: 43,404 shares; 2025Q2: 43,000 shares; 2025Q3: 43,013 shares; 2025Q4: 26,800 shares; 2026Q1: 26,845 shares; 2026Q2: 26,846 shares 26,846 $1.23M 0.03% +1 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: 4,502 shares; 2024Q4: 4,502 shares; 2025Q1: 7,063 shares; 2025Q2: 6,717 shares; 2025Q3: 6,513 shares; 2025Q4: 6,412 shares; 2026Q1: 6,369 shares; 2026Q2: 6,370 shares 6,370 $1.21M 0.02% +1 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,728 shares; 2024Q4: 29,001 shares; 2025Q1: 29,801 shares; 2025Q2: 26,738 shares; 2025Q3: 22,738 shares; 2025Q4: 18,465 shares; 2026Q1: 13,965 shares; 2026Q2: 13,965 shares 13,965 $1.21M 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,046 shares; 2026Q1: 5,545 shares; 2026Q2: 5,681 shares 5,681 $1.2M 0.02% +136 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,242 shares; 2024Q4: 12,613 shares; 2025Q1: 12,139 shares; 2025Q2: 12,739 shares; 2025Q3: 11,434 shares; 2025Q4: 11,229 shares; 2026Q1: 11,229 shares; 2026Q2: 11,229 shares 11,229 $1.2M 0.02% 0 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: 4,839 shares; 2024Q4: 5,069 shares; 2025Q1: 4,821 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 10,340 shares; 2026Q1: 10,286 shares; 2026Q2: 10,172 shares 10,172 $1.19M 0.02% -114 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,733 shares 15,733 $1.19M 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,101 shares; 2024Q4: 13,799 shares; 2025Q1: 16,674 shares; 2025Q2: 16,474 shares; 2025Q3: 16,503 shares; 2025Q4: 11,520 shares; 2026Q1: 11,520 shares; 2026Q2: 11,520 shares 11,520 $1.19M 0.02% 0 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,814 shares; 2024Q4: 5,814 shares; 2025Q1: 5,814 shares; 2025Q2: 18,700 shares; 2025Q3: 5,814 shares; 2025Q4: 19,800 shares; 2026Q1: 18,300 shares; 2026Q2: 19,300 shares 19,300 $1.18M 0.02% +1,000 Timeline AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,508 shares 36,508 $1.18M 0.02% new Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,688 shares; 2025Q1: 3,947 shares; 2025Q2: 4,032 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,195 shares 8,195 $1.17M 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,569 shares; 2024Q4: 3,572 shares; 2025Q1: 3,506 shares; 2025Q2: 3,401 shares; 2025Q3: 3,368 shares; 2025Q4: 3,360 shares; 2026Q1: 3,317 shares; 2026Q2: 3,316 shares 3,316 $1.17M 0.02% -1 Timeline VFH 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: 9,311 shares; 2024Q4: 9,243 shares; 2025Q1: 8,811 shares; 2025Q2: 9,884 shares; 2025Q3: 9,460 shares; 2025Q4: 9,411 shares; 2026Q1: 9,219 shares; 2026Q2: 8,904 shares 8,904 $1.17M 0.02% -315 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,683 shares; 2024Q4: 12,281 shares; 2025Q1: 14,745 shares; 2025Q2: 13,546 shares; 2025Q3: 12,221 shares; 2025Q4: 12,395 shares; 2026Q1: 13,110 shares; 2026Q2: 13,998 shares 13,998 $1.17M 0.02% +888 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,275 shares; 2026Q2: 9,962 shares 9,962 $1.17M 0.02% +1,687 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,344 shares; 2024Q4: 7,753 shares; 2025Q1: 8,099 shares; 2025Q2: 7,725 shares; 2025Q3: 9,873 shares; 2025Q4: 9,895 shares; 2026Q1: 12,064 shares; 2026Q2: 13,927 shares 13,927 $1.15M 0.02% +1,863 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,673 shares; 2025Q3: 19,536 shares; 2025Q4: 19,690 shares; 2026Q1: 19,140 shares; 2026Q2: 16,100 shares 16,100 $1.15M 0.02% -3,040 Timeline KRNY KEARNY FINL CORP MD More: the full row for KEARNY FINL CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 95,925 shares; 2026Q1: 112,825 shares; 2026Q2: 119,825 shares 119,825 $1.13M 0.02% +7,000 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,139 shares; 2024Q4: 16,359 shares; 2025Q1: 27,736 shares; 2025Q2: 28,935 shares; 2025Q3: 27,056 shares; 2025Q4: 26,942 shares; 2026Q1: 28,791 shares; 2026Q2: 26,496 shares 26,496 $1.13M 0.02% -2,295 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,601 shares; 2024Q4: 8,968 shares; 2025Q1: 10,197 shares; 2025Q2: 10,300 shares; 2025Q3: 22,724 shares; 2025Q4: 25,200 shares; 2026Q1: 25,063 shares; 2026Q2: 21,360 shares 21,360 $1.12M 0.02% -3,703 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: 6,909 shares; 2024Q4: 6,909 shares; 2025Q1: 6,909 shares; 2025Q2: 6,909 shares; 2025Q3: 6,879 shares; 2025Q4: 6,879 shares; 2026Q1: 6,879 shares; 2026Q2: 6,809 shares 6,809 $1.12M 0.02% -70 Timeline CBL CBL & ASSOC PPTYS INC More: the full row for CBL & ASSOC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,100 shares; 2025Q2: 25,100 shares; 2025Q3: 27,700 shares; 2025Q4: 21,900 shares; 2026Q1: 22,300 shares; 2026Q2: 20,900 shares 20,900 $1.11M 0.02% -1,400 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,396 shares; 2024Q4: 47,651 shares; 2025Q1: 53,551 shares; 2025Q2: 41,312 shares; 2025Q3: 45,312 shares; 2025Q4: 33,312 shares; 2026Q1: 28,412 shares; 2026Q2: 28,412 shares 28,412 $1.11M 0.02% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,577 shares; 2024Q4: 33,227 shares; 2025Q1: 28,420 shares; 2025Q2: 25,499 shares; 2025Q3: 25,696 shares; 2025Q4: 24,926 shares; 2026Q1: 24,569 shares; 2026Q2: 22,073 shares 22,073 $1.1M 0.02% -2,496 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,543 shares; 2024Q4: 35,478 shares; 2025Q1: 35,420 shares; 2025Q2: 39,055 shares; 2025Q3: 32,203 shares; 2025Q4: 32,007 shares; 2026Q1: 33,136 shares; 2026Q2: 34,597 shares 34,597 $1.09M 0.02% +1,461 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,885 shares; 2025Q2: 46,552 shares; 2025Q3: 23,085 shares; 2025Q4: 35,252 shares; 2026Q1: 33,094 shares; 2026Q2: 33,094 shares 33,094 $1.08M 0.02% 0 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39,305 shares; 2025Q1: 62,468 shares; 2025Q2: 43,494 shares; 2025Q3: not reported; 2025Q4: 137,341 shares; 2026Q1: 84,761 shares; 2026Q2: 83,364 shares 83,364 $1.08M 0.02% -1,397 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,660 shares; 2024Q4: 162,212 shares; 2025Q1: 94,714 shares; 2025Q2: 60,779 shares; 2025Q3: 61,726 shares; 2025Q4: 56,238 shares; 2026Q1: 53,078 shares; 2026Q2: 53,796 shares 53,796 $1.08M 0.02% +718 Timeline THFF FIRST FINANCIAL CORPORATION More: the full row for FIRST FINANCIAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,003 shares; 2024Q4: 13,303 shares; 2025Q1: 13,303 shares; 2025Q2: 13,303 shares; 2025Q3: 13,303 shares; 2025Q4: 13,603 shares; 2026Q1: 13,603 shares; 2026Q2: 13,903 shares 13,903 $1.08M 0.02% +300 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: 7,305 shares; 2024Q4: 7,375 shares; 2025Q1: 7,733 shares; 2025Q2: 6,400 shares; 2025Q3: 7,308 shares; 2025Q4: 4,446 shares; 2026Q1: 4,426 shares; 2026Q2: 5,484 shares 5,484 $1.07M 0.02% +1,058 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,000 shares; 2025Q4: 180,000 shares; 2026Q1: 185,400 shares; 2026Q2: 130,000 shares 130,000 $1.06M 0.02% -55,400 Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,900 shares 51,900 $1.06M 0.02% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,851 shares; 2024Q4: 61,207 shares; 2025Q1: 61,812 shares; 2025Q2: 61,289 shares; 2025Q3: 61,289 shares; 2025Q4: 39,589 shares; 2026Q1: 39,589 shares; 2026Q2: 36,407 shares 36,407 $1.06M 0.02% -3,182 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,300 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 13,281 shares; 2026Q1: 13,981 shares; 2026Q2: 12,881 shares 12,881 $1.05M 0.02% -1,100 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,498 shares; 2025Q1: 10,568 shares; 2025Q2: 7,900 shares; 2025Q3: 11,600 shares; 2025Q4: 12,300 shares; 2026Q1: 11,000 shares; 2026Q2: 11,100 shares 11,100 $1.05M 0.02% +100 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 50,000 shares; 2025Q4: 50,200 shares; 2026Q1: 50,285 shares; 2026Q2: 40,285 shares 40,285 $1.05M 0.02% -10,000 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,600 shares; 2025Q4: not reported; 2026Q1: 8,318 shares; 2026Q2: 15,115 shares 15,115 $1.05M 0.02% +6,797 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,618 shares; 2024Q4: 15,051 shares; 2025Q1: 19,069 shares; 2025Q2: 21,321 shares; 2025Q3: 18,936 shares; 2025Q4: 17,977 shares; 2026Q1: 18,617 shares; 2026Q2: 19,945 shares 19,945 $1.05M 0.02% +1,328 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: 5,553 shares; 2024Q4: 5,550 shares; 2025Q1: 5,561 shares; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 5,563 shares; 2026Q1: 5,462 shares; 2026Q2: 5,462 shares 5,462 $1.04M 0.02% 0 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 4,830 shares; 2025Q2: 4,805 shares; 2025Q3: 4,805 shares; 2025Q4: 4,805 shares; 2026Q1: 4,713 shares; 2026Q2: 4,652 shares 4,652 $1.04M 0.02% -61 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 22,500 shares; 2026Q1: 22,700 shares; 2026Q2: 23,700 shares 23,700 $1.04M 0.02% +1,000 Timeline ASB ASSOCIATED BANC-CORP More: the full row for ASSOCIATED BANC-CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 10,464 shares; 2025Q1: 12,764 shares; 2025Q2: 12,764 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,183 shares; 2026Q2: 33,583 shares 33,583 $1.03M 0.02% +11,400 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 4,779 shares; 2026Q1: 4,779 shares; 2026Q2: 4,079 shares 4,079 $1.03M 0.02% -700 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,191 shares; 2024Q4: 11,968 shares; 2025Q1: 11,325 shares; 2025Q2: 11,325 shares; 2025Q3: 10,975 shares; 2025Q4: 10,781 shares; 2026Q1: 10,781 shares; 2026Q2: 10,781 shares 10,781 $1.03M 0.02% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,192 shares; 2025Q2: 31,192 shares; 2025Q3: not reported; 2025Q4: 31,992 shares; 2026Q1: 30,192 shares; 2026Q2: 32,492 shares 32,492 $1.02M 0.02% +2,300 Timeline NRIM NORTHRIM BANCORP INC More: the full row for NORTHRIM BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: not reported; 2025Q2: 6,900 shares; 2025Q3: not reported; 2025Q4: 30,136 shares; 2026Q1: not reported; 2026Q2: 36,900 shares 36,900 $1.02M 0.02% new Timeline SMBK SMARTFINANCIAL INC More: the full row for SMARTFINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,653 shares; 2024Q4: not reported; 2025Q1: 12,415 shares; 2025Q2: 19,700 shares; 2025Q3: 20,515 shares; 2025Q4: 21,200 shares; 2026Q1: 21,200 shares; 2026Q2: 21,800 shares 21,800 $1.02M 0.02% +600 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,453 shares; 2024Q4: 31,453 shares; 2025Q1: 30,353 shares; 2025Q2: 25,053 shares; 2025Q3: 28,953 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,180 shares 34,180 $1.02M 0.02% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,523 shares; 2025Q1: 8,503 shares; 2025Q2: 8,553 shares; 2025Q3: 38,422 shares; 2025Q4: 28,516 shares; 2026Q1: 30,169 shares; 2026Q2: 29,923 shares 29,923 $1.02M 0.02% -246 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,801 shares; 2025Q1: 14,201 shares; 2025Q2: 16,101 shares; 2025Q3: 17,001 shares; 2025Q4: 18,501 shares; 2026Q1: 17,401 shares; 2026Q2: 17,601 shares 17,601 $1.01M 0.02% +200 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,408 shares; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,413 shares; 2026Q1: 6,413 shares; 2026Q2: 6,414 shares 6,414 $1.01M 0.02% +1 Timeline IBCP INDEPENDENT BK CORP MICH More: the full row for INDEPENDENT BK CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,760 shares; 2024Q4: 21,260 shares; 2025Q1: 21,260 shares; 2025Q2: 22,360 shares; 2025Q3: 23,260 shares; 2025Q4: 23,260 shares; 2026Q1: 25,460 shares; 2026Q2: 27,860 shares 27,860 $1M 0.02% +2,400 Timeline SHO SUNSTONE HOTEL INVS INC NEW More: the full row for SUNSTONE HOTEL INVS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,400 shares; 2026Q2: 87,700 shares 87,700 $1M 0.02% +28,300 Timeline DBD DIEBOLD NIXDORF INC More: the full row for DIEBOLD NIXDORF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,300 shares; 2024Q4: 7,300 shares; 2025Q1: 7,300 shares; 2025Q2: 9,300 shares; 2025Q3: 11,400 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares; 2026Q2: 11,800 shares 11,800 $1M 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,057 shares; 2024Q4: 8,057 shares; 2025Q1: 7,942 shares; 2025Q2: 7,942 shares; 2025Q3: 7,949 shares; 2025Q4: 7,942 shares; 2026Q1: 7,942 shares; 2026Q2: 7,942 shares 7,942 $1M 0.02% 0 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,300 shares; 2025Q1: 5,900 shares; 2025Q2: 5,900 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 6,000 shares; 2026Q2: 6,200 shares 6,200 $997K 0.02% +200 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,600 shares; 2026Q2: 12,600 shares 12,600 $997K 0.02% +7,000 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,744 shares; 2026Q1: 4,644 shares; 2026Q2: 4,244 shares 4,244 $992K 0.02% -400 Timeline CPF CENTRAL PAC FINL CORP More: the full row for CENTRAL PAC FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,536 shares; 2024Q4: 25,936 shares; 2025Q1: 25,936 shares; 2025Q2: 26,736 shares; 2025Q3: 27,836 shares; 2025Q4: 27,836 shares; 2026Q1: 21,836 shares; 2026Q2: 25,834 shares 25,834 $987K 0.02% +3,998 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 14,800 shares; 2026Q1: 14,847 shares; 2026Q2: 14,848 shares 14,848 $986K 0.02% +1 Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,300 shares; 2025Q3: 16,469 shares; 2025Q4: 14,169 shares; 2026Q1: 12,569 shares; 2026Q2: 7,741 shares 7,741 $982K 0.02% -4,828 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE 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: 30,700 shares; 2026Q2: 47,400 shares 47,400 $980K 0.02% +16,700 Timeline BANR BANNER CORP More: the full row for BANNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,400 shares; 2026Q2: 14,689 shares 14,689 $976K 0.02% +289 Timeline NTB BANK OF N T BUTTERFIELD & SO More: the full row for BANK OF N T BUTTERFIELD & SO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,696 shares; 2025Q1: 19,696 shares; 2025Q2: 17,096 shares; 2025Q3: 12,900 shares; 2025Q4: 10,781 shares; 2026Q1: 15,577 shares; 2026Q2: 16,377 shares 16,377 $974K 0.02% +800 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $962K 0.02% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,171 shares; 2025Q3: 8,171 shares; 2025Q4: 8,171 shares; 2026Q1: 8,171 shares; 2026Q2: 8,171 shares 8,171 $959K 0.02% 0 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: 3,306 shares; 2025Q3: 2,181 shares; 2025Q4: 2,080 shares; 2026Q1: 1,830 shares; 2026Q2: 1,827 shares 1,827 $954K 0.02% -3 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: 8,605 shares; 2024Q4: 8,500 shares; 2025Q1: 8,149 shares; 2025Q2: 8,133 shares; 2025Q3: 9,065 shares; 2025Q4: 8,026 shares; 2026Q1: 7,950 shares; 2026Q2: 8,087 shares 8,087 $952K 0.02% +137 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 11,700 shares; 2025Q1: 10,600 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 12,400 shares; 2026Q2: 13,200 shares 13,200 $947K 0.02% +800 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,416 shares; 2026Q1: 8,200 shares; 2026Q2: 10,000 shares 10,000 $933K 0.02% +1,800 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,886 shares; 2025Q2: 6,022 shares; 2025Q3: 6,022 shares; 2025Q4: 6,022 shares; 2026Q1: 6,022 shares; 2026Q2: 6,022 shares 6,022 $929K 0.02% 0 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,200 shares; 2025Q3: 49,100 shares; 2025Q4: 46,100 shares; 2026Q1: 37,900 shares; 2026Q2: 29,100 shares 29,100 $927K 0.02% -8,800 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,715 shares; 2024Q4: 23,715 shares; 2025Q1: 21,815 shares; 2025Q2: 21,800 shares; 2025Q3: 19,815 shares; 2025Q4: 19,800 shares; 2026Q1: 18,031 shares; 2026Q2: 18,031 shares 18,031 $919K 0.02% 0 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,500 shares 85,500 $916K 0.02% new Timeline EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,100 shares; 2024Q4: 22,100 shares; 2025Q1: 25,100 shares; 2025Q2: 25,100 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 24,000 shares; 2026Q2: 24,000 shares 24,000 $912K 0.02% 0 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: 2,928 shares; 2024Q4: 2,928 shares; 2025Q1: 2,874 shares; 2025Q2: 2,710 shares; 2025Q3: 2,710 shares; 2025Q4: 2,710 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $911K 0.02% 0 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: 11,566 shares; 2024Q4: 31,564 shares; 2025Q1: 32,438 shares; 2025Q2: 28,538 shares; 2025Q3: 28,538 shares; 2025Q4: 28,537 shares; 2026Q1: 28,537 shares; 2026Q2: 28,538 shares 28,538 $905K 0.02% +1 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,600 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,100 shares; 2026Q2: 23,100 shares 23,100 $896K 0.02% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,350 shares; 2024Q4: 3,350 shares; 2025Q1: 3,355 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares 3,350 $895K 0.02% 0 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,300 shares; 2025Q1: 43,300 shares; 2025Q2: not reported; 2025Q3: 42,200 shares; 2025Q4: 32,500 shares; 2026Q1: 35,300 shares; 2026Q2: 35,300 shares 35,300 $894K 0.02% 0 Timeline TBBK BANCORP INC DEL More: the full row for BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,908 shares; 2024Q4: 23,008 shares; 2025Q1: 23,008 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 14,200 shares; 2026Q1: 14,200 shares; 2026Q2: 14,200 shares 14,200 $889K 0.02% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 25,100 shares; 2025Q2: 26,100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,000 shares 22,000 $888K 0.02% new Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,100 shares; 2024Q4: 16,100 shares; 2025Q1: not reported; 2025Q2: 17,300 shares; 2025Q3: 19,200 shares; 2025Q4: 17,200 shares; 2026Q1: 20,600 shares; 2026Q2: 14,000 shares 14,000 $886K 0.02% -6,600 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,968 shares 16,968 $885K 0.02% new Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,700 shares; 2026Q2: 6,600 shares 6,600 $883K 0.02% -2,100 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: 3,078 shares; 2024Q4: 3,266 shares; 2025Q1: 4,847 shares; 2025Q2: 4,855 shares; 2025Q3: 4,789 shares; 2025Q4: 4,788 shares; 2026Q1: 4,788 shares; 2026Q2: 4,759 shares 4,759 $882K 0.02% -29 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 4,200 shares; 2025Q1: 3,900 shares; 2025Q2: 3,600 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,200 shares 5,200 $877K 0.02% new 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: 11,865 shares; 2026Q1: 13,414 shares; 2026Q2: 14,547 shares 14,547 $875K 0.02% +1,133 Timeline SCL STEPAN CO More: the full row for STEPAN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,306 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,100 shares; 2026Q2: 15,500 shares 15,500 $864K 0.02% +3,400 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 3,885 shares; 2025Q1: 3,585 shares; 2025Q2: 3,285 shares; 2025Q3: 4,085 shares; 2025Q4: 3,485 shares; 2026Q1: 3,885 shares; 2026Q2: 5,085 shares 5,085 $863K 0.02% +1,200 Timeline OPLN OPENLANE INC More: the full row for OPENLANE 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: 23,100 shares; 2026Q1: 28,000 shares; 2026Q2: 20,600 shares 20,600 $850K 0.02% -7,400 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,547 shares; 2024Q4: 38,759 shares; 2025Q1: 38,759 shares; 2025Q2: 38,410 shares; 2025Q3: 38,410 shares; 2025Q4: 23,910 shares; 2026Q1: 23,910 shares; 2026Q2: 23,910 shares 23,910 $847K 0.02% 0 Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,926 shares; 2024Q4: 12,300 shares; 2025Q1: 18,020 shares; 2025Q2: not reported; 2025Q3: 11,200 shares; 2025Q4: 18,300 shares; 2026Q1: 27,400 shares; 2026Q2: 35,200 shares 35,200 $841K 0.02% +7,800 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25,703 shares; 2025Q1: 27,404 shares; 2025Q2: 28,246 shares; 2025Q3: 35,396 shares; 2025Q4: 38,371 shares; 2026Q1: 36,414 shares; 2026Q2: 35,290 shares 35,290 $832K 0.02% -1,124 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 20,500 shares; 2026Q2: 17,800 shares 17,800 $828K 0.02% -2,700 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,600 shares; 2025Q3: 48,700 shares; 2025Q4: 48,700 shares; 2026Q1: 41,300 shares; 2026Q2: 49,862 shares 49,862 $824K 0.02% +8,562 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,977 shares; 2024Q4: 7,977 shares; 2025Q1: 7,867 shares; 2025Q2: 7,710 shares; 2025Q3: 7,533 shares; 2025Q4: 6,995 shares; 2026Q1: 6,975 shares; 2026Q2: 6,718 shares 6,718 $815K 0.02% -257 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: 15,811 shares; 2024Q4: 15,811 shares; 2025Q1: 15,811 shares; 2025Q2: 15,811 shares; 2025Q3: 15,227 shares; 2025Q4: 15,059 shares; 2026Q1: 14,759 shares; 2026Q2: 14,759 shares 14,759 $812K 0.02% 0 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,107 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,700 shares; 2026Q2: 17,700 shares 17,700 $808K 0.02% 0 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: 3,318 shares; 2025Q2: 3,318 shares; 2025Q3: 3,318 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares; 2026Q2: 3,270 shares 3,270 $805K 0.02% 0 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,775 shares; 2024Q4: 26,775 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 45,800 shares 45,800 $805K 0.02% new Timeline ASTE ASTEC INDS INC More: the full row for ASTEC INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,600 shares; 2026Q2: 13,100 shares 13,100 $802K 0.02% -500 Timeline SCHH 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: 17,280 shares; 2024Q4: 19,338 shares; 2025Q1: 25,087 shares; 2025Q2: 23,974 shares; 2025Q3: 23,974 shares; 2025Q4: 23,631 shares; 2026Q1: 21,259 shares; 2026Q2: 33,668 shares 33,668 $797K 0.02% +12,409 Timeline TWI TITAN INTL INC ILL More: the full row for TITAN INTL INC ILL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,391 shares; 2024Q4: 41,100 shares; 2025Q1: 41,469 shares; 2025Q2: 55,200 shares; 2025Q3: 55,200 shares; 2025Q4: 50,001 shares; 2026Q1: 74,100 shares; 2026Q2: 102,800 shares 102,800 $793K 0.02% +28,700 Timeline FNDC 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: 18,262 shares; 2025Q2: 16,262 shares; 2025Q3: 16,262 shares; 2025Q4: 16,270 shares; 2026Q1: 16,270 shares; 2026Q2: 16,270 shares 16,270 $790K 0.02% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,173 shares; 2024Q4: 72,354 shares; 2025Q1: 70,249 shares; 2025Q2: 69,494 shares; 2025Q3: 69,494 shares; 2025Q4: 7,718 shares; 2026Q1: 7,718 shares; 2026Q2: 7,718 shares 7,718 $789K 0.02% 0 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,900 shares; 2025Q4: 17,300 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $785K 0.02% 0 Timeline FMNB FARMERS NATIONAL BANC CORP More: the full row for FARMERS NATIONAL BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,200 shares; 2026Q2: 53,595 shares 53,595 $782K 0.02% +34,395 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,800 shares 12,800 $780K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 43,900 shares 43,900 $778K 0.02% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,928 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,800 shares 32,800 $772K 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,653 shares; 2024Q4: 10,659 shares; 2025Q1: 5,030 shares; 2025Q2: 5,021 shares; 2025Q3: 5,025 shares; 2025Q4: 4,856 shares; 2026Q1: 4,862 shares; 2026Q2: 4,861 shares 4,861 $771K 0.02% -1 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,000 shares; 2025Q4: not reported; 2026Q1: 22,200 shares; 2026Q2: 22,100 shares 22,100 $769K 0.02% -100 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,937 shares; 2025Q1: 9,637 shares; 2025Q2: 9,037 shares; 2025Q3: 9,037 shares; 2025Q4: 9,037 shares; 2026Q1: 7,789 shares; 2026Q2: 9,889 shares 9,889 $764K 0.02% +2,100 Timeline NMRK NEWMARK GROUP INC More: the full row for NEWMARK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,001 shares; 2024Q4: 49,201 shares; 2025Q1: 49,201 shares; 2025Q2: 49,201 shares; 2025Q3: 45,501 shares; 2025Q4: 43,101 shares; 2026Q1: 43,501 shares; 2026Q2: 50,501 shares 50,501 $763K 0.02% +7,000 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,693 shares; 2025Q2: 25,370 shares; 2025Q3: 28,328 shares; 2025Q4: 20,529 shares; 2026Q1: 25,773 shares; 2026Q2: 23,994 shares 23,994 $760K 0.02% -1,779 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: 15,771 shares; 2024Q4: 15,862 shares; 2025Q1: 15,869 shares; 2025Q2: 15,841 shares; 2025Q3: 15,847 shares; 2025Q4: 16,454 shares; 2026Q1: 15,867 shares; 2026Q2: 15,867 shares 15,867 $754K 0.02% 0 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,196 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,600 shares; 2026Q2: 23,500 shares 23,500 $752K 0.02% +2,900 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.02% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 8,500 shares 8,500 $747K 0.02% +6,800 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN 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: 65,100 shares; 2025Q4: 40,500 shares; 2026Q1: 40,500 shares; 2026Q2: 83,100 shares 83,100 $747K 0.02% +42,600 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,207 shares; 2025Q1: 8,407 shares; 2025Q2: 7,100 shares; 2025Q3: 9,110 shares; 2025Q4: 10,000 shares; 2026Q1: 11,800 shares; 2026Q2: 11,800 shares 11,800 $740K 0.02% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,911 shares; 2024Q4: 3,388 shares; 2025Q1: 2,950 shares; 2025Q2: 3,498 shares; 2025Q3: 3,024 shares; 2025Q4: 3,711 shares; 2026Q1: 3,229 shares; 2026Q2: 3,197 shares 3,197 $731K 0.01% -32 Timeline NWFL NORWOOD FINANCIAL CORP More: the full row for NORWOOD FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,374 shares; 2026Q2: 22,724 shares 22,724 $731K 0.01% +7,350 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,000 shares; 2024Q4: 19,000 shares; 2025Q1: 16,000 shares; 2025Q2: 17,100 shares; 2025Q3: 17,800 shares; 2025Q4: 17,800 shares; 2026Q1: 17,800 shares; 2026Q2: 17,800 shares 17,800 $728K 0.01% 0 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,800 shares; 2026Q1: 16,000 shares; 2026Q2: 15,500 shares 15,500 $713K 0.01% -500 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: 4,959 shares; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,959 shares; 2025Q3: 4,929 shares; 2025Q4: 4,929 shares; 2026Q1: 4,929 shares; 2026Q2: 4,859 shares 4,859 $711K 0.01% -70 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 136,113 shares; 2025Q4: 100,703 shares; 2026Q1: 77,042 shares; 2026Q2: 74,103 shares 74,103 $710K 0.01% -2,939 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 3,496 shares; 2025Q1: 5,196 shares; 2025Q2: 5,188 shares; 2025Q3: 5,199 shares; 2025Q4: 4,818 shares; 2026Q1: 4,828 shares; 2026Q2: 4,828 shares 4,828 $705K 0.01% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,700 shares; 2024Q4: 6,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $704K 0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,205 shares; 2024Q4: 39,355 shares; 2025Q1: 39,355 shares; 2025Q2: 39,000 shares; 2025Q3: 39,000 shares; 2025Q4: 24,200 shares; 2026Q1: 24,200 shares; 2026Q2: 24,200 shares 24,200 $699K 0.01% 0 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,930 shares; 2024Q4: 12,892 shares; 2025Q1: 12,892 shares; 2025Q2: 12,892 shares; 2025Q3: 12,891 shares; 2025Q4: 12,891 shares; 2026Q1: 12,891 shares; 2026Q2: 12,891 shares 12,891 $698K 0.01% 0 Timeline GRC GORMAN RUPP CO More: the full row for GORMAN RUPP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,995 shares; 2024Q4: 16,395 shares; 2025Q1: 12,295 shares; 2025Q2: 12,200 shares; 2025Q3: 12,200 shares; 2025Q4: 9,900 shares; 2026Q1: 7,600 shares; 2026Q2: 7,600 shares 7,600 $697K 0.01% 0 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: 2,547 shares; 2024Q4: 2,547 shares; 2025Q1: 2,547 shares; 2025Q2: 2,547 shares; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares; 2026Q1: 2,547 shares; 2026Q2: 2,547 shares 2,547 $697K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,800 shares; 2026Q2: 27,588 shares 27,588 $691K 0.01% +3,788 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: 12,758 shares; 2025Q2: 12,482 shares; 2025Q3: 12,505 shares; 2025Q4: 12,482 shares; 2026Q1: 12,483 shares; 2026Q2: 12,438 shares 12,438 $690K 0.01% -45 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,900 shares; 2024Q4: 22,229 shares; 2025Q1: 22,229 shares; 2025Q2: 22,229 shares; 2025Q3: 22,229 shares; 2025Q4: 22,229 shares; 2026Q1: 19,429 shares; 2026Q2: 18,986 shares 18,986 $690K 0.01% -443 Timeline JBSS SANFILIPPO JOHN B & SON INC More: the full row for SANFILIPPO JOHN B & SON 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: 8,000 shares 8,000 $688K 0.01% new Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,978 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,100 shares 6,100 $685K 0.01% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,623 shares; 2025Q4: 13,923 shares; 2026Q1: 13,923 shares; 2026Q2: 13,923 shares 13,923 $683K 0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,270 shares 8,270 $680K 0.01% new Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,300 shares; 2026Q1: 10,900 shares; 2026Q2: 14,700 shares 14,700 $676K 0.01% +3,800 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,057 shares; 2024Q4: 12,124 shares; 2025Q1: 11,902 shares; 2025Q2: 10,193 shares; 2025Q3: 9,745 shares; 2025Q4: 9,819 shares; 2026Q1: 8,926 shares; 2026Q2: 3,698 shares 3,698 $675K 0.01% -5,228 Timeline BLZE BACKBLAZE INC More: the full row for BACKBLAZE 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: 33,900 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,400 shares 42,400 $672K 0.01% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,352 shares; 2024Q4: 48,639 shares; 2025Q1: 48,639 shares; 2025Q2: 48,487 shares; 2025Q3: 48,487 shares; 2025Q4: 30,000 shares; 2026Q1: 59,500 shares; 2026Q2: 30,000 shares 30,000 $672K 0.01% -29,500 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,850 shares; 2024Q4: 3,878 shares; 2025Q1: 3,906 shares; 2025Q2: 3,963 shares; 2025Q3: 4,002 shares; 2025Q4: 3,785 shares; 2026Q1: 3,816 shares; 2026Q2: 3,853 shares 3,853 $671K 0.01% +37 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,200 shares; 2024Q4: 8,200 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 10,100 shares; 2025Q4: 10,600 shares; 2026Q1: 9,326 shares; 2026Q2: 9,326 shares 9,326 $668K 0.01% 0 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: 2,355 shares; 2024Q4: 9,151 shares; 2025Q1: 5,773 shares; 2025Q2: 5,789 shares; 2025Q3: 3,589 shares; 2025Q4: 7,418 shares; 2026Q1: 4,710 shares; 2026Q2: 4,442 shares 4,442 $667K 0.01% -268 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 49,776 shares 49,776 $661K 0.01% new Timeline HAPN HAPPEN INC More: the full row for HAPPEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,500 shares; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 19,800 shares; 2026Q2: 31,700 shares 31,700 $657K 0.01% +11,900 Timeline UFCS UNITED FIRE GROUP INC More: the full row for UNITED FIRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,500 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 10,700 shares; 2026Q2: 12,500 shares 12,500 $656K 0.01% +1,800 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321 shares; 2024Q4: 2,321 shares; 2025Q1: 2,321 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $652K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,506 shares; 2024Q4: 4,506 shares; 2025Q1: 3,926 shares; 2025Q2: 4,857 shares; 2025Q3: 4,857 shares; 2025Q4: 4,857 shares; 2026Q1: 4,383 shares; 2026Q2: 4,383 shares 4,383 $648K 0.01% 0 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,900 shares; 2024Q4: 6,800 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,000 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $646K 0.01% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,200 shares; 2025Q3: 4,208 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares; 2026Q2: 7,400 shares 7,400 $635K 0.01% +3,200 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,782 shares; 2024Q4: 15,718 shares; 2025Q1: 15,841 shares; 2025Q2: 16,994 shares; 2025Q3: 15,704 shares; 2025Q4: 9,800 shares; 2026Q1: 9,800 shares; 2026Q2: 9,800 shares 9,800 $629K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,003 shares; 2024Q4: 10,245 shares; 2025Q1: 10,265 shares; 2025Q2: 7,765 shares; 2025Q3: 9,265 shares; 2025Q4: 5,023 shares; 2026Q1: 5,026 shares; 2026Q2: 6,527 shares 6,527 $626K 0.01% +1,501 Timeline IWC 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: 4,721 shares; 2026Q1: 3,121 shares; 2026Q2: 3,121 shares 3,121 $624K 0.01% 0 Timeline FNDA 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: 18,712 shares; 2025Q2: 16,312 shares; 2025Q3: 16,312 shares; 2025Q4: 16,353 shares; 2026Q1: 16,353 shares; 2026Q2: 16,353 shares 16,353 $622K 0.01% 0 Timeline MYE MYERS INDS INC More: the full row for MYERS 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: 19,818 shares; 2025Q3: 19,818 shares; 2025Q4: 17,618 shares; 2026Q1: 17,618 shares; 2026Q2: 17,618 shares 17,618 $622K 0.01% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,800 shares; 2024Q4: 16,700 shares; 2025Q1: 21,300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $617K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,684 shares; 2025Q3: 6,684 shares; 2025Q4: 13,468 shares; 2026Q1: 13,468 shares; 2026Q2: 13,468 shares 13,468 $611K 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: 9,810 shares; 2024Q4: 9,810 shares; 2025Q1: 9,814 shares; 2025Q2: 9,795 shares; 2025Q3: 9,818 shares; 2025Q4: 9,795 shares; 2026Q1: 9,802 shares; 2026Q2: 9,802 shares 9,802 $607K 0.01% 0 Timeline MITK MITEK SYS INC More: the full row for MITEK 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: not reported; 2025Q4: 26,600 shares; 2026Q1: 29,900 shares; 2026Q2: 29,900 shares 29,900 $602K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,756 shares; 2024Q4: 1,756 shares; 2025Q1: 1,756 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,306 shares; 2026Q1: 2,306 shares; 2026Q2: 2,347 shares 2,347 $592K 0.01% +41 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: 975 shares; 2024Q4: 975 shares; 2025Q1: 975 shares; 2025Q2: 975 shares; 2025Q3: 975 shares; 2025Q4: 974 shares; 2026Q1: 1,137 shares; 2026Q2: 6,827 shares 6,827 $588K 0.01% +5,690 Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 81,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,519 shares; 2025Q4: 53,600 shares; 2026Q1: 88,500 shares; 2026Q2: 48,200 shares 48,200 $587K 0.01% -40,300 Timeline RBB RBB BANCORP More: the full row for RBB BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,300 shares 21,300 $584K 0.01% new Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,736 shares 104,736 $581K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,006 shares; 2024Q4: 7,050 shares; 2025Q1: 7,050 shares; 2025Q2: 6,978 shares; 2025Q3: 6,991 shares; 2025Q4: 4,378 shares; 2026Q1: 4,380 shares; 2026Q2: 4,380 shares 4,380 $576K 0.01% 0 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,240 shares; 2024Q4: 23,240 shares; 2025Q1: 21,440 shares; 2025Q2: 21,440 shares; 2025Q3: 21,440 shares; 2025Q4: 21,440 shares; 2026Q1: 20,363 shares; 2026Q2: 20,363 shares 20,363 $574K 0.01% 0 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,408 shares; 2024Q4: 5,408 shares; 2025Q1: 5,508 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,100 shares; 2026Q2: 3,800 shares 3,800 $570K 0.01% -300 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,678 shares; 2026Q2: 1,678 shares 1,678 $568K 0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT 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: 38,490 shares 38,490 $562K 0.01% new Timeline ALGT ALLEGIANT TRAVEL CO More: the full row for ALLEGIANT TRAVEL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: not reported; 2026Q2: 4,686 shares 4,686 $551K 0.01% new Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,800 shares; 2024Q4: not reported; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 11,209 shares; 2026Q1: 11,209 shares; 2026Q2: 13,309 shares 13,309 $550K 0.01% +2,100 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,441 shares; 2025Q1: 25,900 shares; 2025Q2: 25,600 shares; 2025Q3: 33,300 shares; 2025Q4: 33,300 shares; 2026Q1: 33,300 shares; 2026Q2: 33,300 shares 33,300 $550K 0.01% 0 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP 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: 10,000 shares 10,000 $547K 0.01% new Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,500 shares 17,500 $547K 0.01% new Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares; 2026Q2: 6,500 shares 6,500 $546K 0.01% +1,200 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,009 shares; 2024Q4: 2,011 shares; 2025Q1: 2,014 shares; 2025Q2: 2,049 shares; 2025Q3: 2,050 shares; 2025Q4: 2,009 shares; 2026Q1: 2,009 shares; 2026Q2: 2,009 shares 2,009 $542K 0.01% 0 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,900 shares; 2024Q4: 12,900 shares; 2025Q1: 11,900 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,027 shares; 2026Q1: 18,100 shares; 2026Q2: 10,700 shares 10,700 $538K 0.01% -7,400 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: 7,217 shares; 2024Q4: 7,217 shares; 2025Q1: 7,217 shares; 2025Q2: 8,721 shares; 2025Q3: 8,417 shares; 2025Q4: 12,625 shares; 2026Q1: 12,625 shares; 2026Q2: 12,625 shares 12,625 $538K 0.01% 0 Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,100 shares; 2025Q3: 13,800 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares; 2026Q2: 10,700 shares 10,700 $537K 0.01% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,007 shares; 2026Q2: 7,007 shares 7,007 $534K 0.01% +2,000 Timeline