MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 418,439 shares; 2024Q2: 417,720 shares; 2024Q3: 414,720 shares; 2024Q4: 414,675 shares; 2025Q1: 414,675 shares; 2025Q2: 414,675 shares; 2025Q3: 414,675 shares; 2025Q4: 414,675 shares 414,675 $167M 9.79% 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; 2024Q1: 425,246 shares; 2024Q2: 423,752 shares; 2024Q3: 421,379 shares; 2024Q4: 424,837 shares; 2025Q1: 426,441 shares; 2025Q2: 423,464 shares; 2025Q3: 430,884 shares; 2025Q4: 434,553 shares 434,553 $109M 6.39% +3,669 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,650 shares; 2024Q2: 26,764 shares; 2024Q3: 256,196 shares; 2024Q4: 246,171 shares; 2025Q1: 227,383 shares; 2025Q2: 229,290 shares; 2025Q3: 221,053 shares; 2025Q4: 221,316 shares 221,316 $76.6M 4.48% +263 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 128,393 shares; 2024Q2: 127,415 shares; 2024Q3: 128,616 shares; 2024Q4: 135,200 shares; 2025Q1: 136,295 shares; 2025Q2: 138,708 shares; 2025Q3: 138,890 shares; 2025Q4: 141,633 shares 141,633 $68.5M 4.01% +2,743 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 195,726 shares; 2024Q2: 208,379 shares; 2024Q3: 207,429 shares; 2024Q4: 206,683 shares; 2025Q1: 206,616 shares; 2025Q2: 212,176 shares; 2025Q3: 206,535 shares; 2025Q4: 206,016 shares 206,016 $56M 3.28% -519 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,648,703 shares; 2024Q2: 1,648,427 shares; 2024Q3: 1,648,427 shares; 2024Q4: 1,658,227 shares; 2025Q1: 1,754,353 shares; 2025Q2: 1,757,285 shares; 2025Q3: 1,753,535 shares; 2025Q4: 1,748,585 shares 1,748,585 $54.6M 3.2% -4,950 Timeline CADE CADENCE BANK More: the full row for CADENCE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 875,352 shares; 2024Q2: 856,644 shares; 2024Q3: 754,913 shares; 2024Q4: 667,663 shares; 2025Q1: 662,026 shares; 2025Q2: 666,000 shares; 2025Q3: 1,216,846 shares; 2025Q4: 1,274,998 shares 1,274,998 $54.6M 3.2% +58,152 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 86,741 shares; 2024Q2: 87,565 shares; 2024Q3: 86,371 shares; 2024Q4: 87,564 shares; 2025Q1: 88,099 shares; 2025Q2: 152,127 shares; 2025Q3: 151,446 shares; 2025Q4: 152,900 shares 152,900 $47.9M 2.8% +1,454 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 334,398 shares; 2024Q2: 181,401 shares; 2024Q3: 181,868 shares; 2024Q4: 310,761 shares; 2025Q1: 307,974 shares; 2025Q2: 292,024 shares; 2025Q3: 355,599 shares; 2025Q4: 361,589 shares 361,589 $40.3M 2.36% +5,990 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,881 shares; 2024Q2: 249,136 shares; 2024Q3: 224,651 shares; 2024Q4: 216,456 shares; 2025Q1: 211,496 shares; 2025Q2: 214,218 shares; 2025Q3: 211,266 shares; 2025Q4: 203,697 shares 203,697 $38M 2.22% -7,569 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; 2024Q1: 105,402 shares; 2024Q2: 106,184 shares; 2024Q3: 108,469 shares; 2024Q4: 110,072 shares; 2025Q1: 111,981 shares; 2025Q2: 115,246 shares; 2025Q3: 115,368 shares; 2025Q4: 116,833 shares 116,833 $30M 1.76% +1,465 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 393,238 shares; 2024Q2: not reported; 2024Q3: 398,626 shares; 2024Q4: 418,217 shares; 2025Q1: 416,334 shares; 2025Q2: 414,544 shares; 2025Q3: 423,975 shares; 2025Q4: 437,986 shares 437,986 $29.4M 1.72% +14,011 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; 2024Q1: 42,255 shares; 2024Q2: 41,818 shares; 2024Q3: 41,073 shares; 2024Q4: 40,625 shares; 2025Q1: 40,169 shares; 2025Q2: 39,264 shares; 2025Q3: 38,466 shares; 2025Q4: 39,402 shares 39,402 $26.9M 1.57% +936 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; 2024Q1: 227,533 shares; 2024Q2: 226,828 shares; 2024Q3: 218,671 shares; 2024Q4: 211,312 shares; 2025Q1: 212,146 shares; 2025Q2: 212,988 shares; 2025Q3: 213,632 shares; 2025Q4: 206,171 shares 206,171 $24.8M 1.45% -7,461 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; 2024Q1: 63,201 shares; 2024Q2: 65,794 shares; 2024Q3: 68,637 shares; 2024Q4: 72,708 shares; 2025Q1: 76,238 shares; 2025Q2: 79,527 shares; 2025Q3: 83,089 shares; 2025Q4: 84,854 shares 84,854 $24.6M 1.44% +1,765 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 144,565 shares; 2024Q2: 146,848 shares; 2024Q3: 148,840 shares; 2024Q4: 148,248 shares; 2025Q1: 127,335 shares; 2025Q2: 130,034 shares; 2025Q3: 131,298 shares; 2025Q4: 131,390 shares 131,390 $24.1M 1.41% +92 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; 2024Q1: 65,198 shares; 2024Q2: 68,418 shares; 2024Q3: 69,625 shares; 2024Q4: 74,855 shares; 2025Q1: 76,876 shares; 2025Q2: 79,841 shares; 2025Q3: 83,949 shares; 2025Q4: 89,357 shares 89,357 $23M 1.35% +5,408 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; 2024Q1: 143,338 shares; 2024Q2: 143,007 shares; 2024Q3: 142,224 shares; 2024Q4: 139,647 shares; 2025Q1: 138,569 shares; 2025Q2: 138,047 shares; 2025Q3: 137,997 shares; 2025Q4: 138,301 shares 138,301 $19.8M 1.16% +304 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; 2024Q1: 161,409 shares; 2024Q2: 163,621 shares; 2024Q3: 166,780 shares; 2024Q4: 169,949 shares; 2025Q1: 172,424 shares; 2025Q2: 174,797 shares; 2025Q3: 179,041 shares; 2025Q4: 174,482 shares 174,482 $19.7M 1.15% -4,559 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 121,011 shares; 2024Q2: 124,679 shares; 2024Q3: 129,603 shares; 2024Q4: 154,845 shares; 2025Q1: 166,127 shares; 2025Q2: 173,371 shares; 2025Q3: 219,360 shares; 2025Q4: 245,309 shares 245,309 $18.2M 1.06% +25,949 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 90,697 shares; 2024Q2: 91,862 shares; 2024Q3: 185,184 shares; 2024Q4: 258,331 shares; 2025Q1: 260,183 shares; 2025Q2: 311,224 shares; 2025Q3: 335,969 shares; 2025Q4: 352,761 shares 352,761 $17.4M 1.02% +16,792 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 574,661 shares; 2024Q2: 580,201 shares; 2024Q3: 590,212 shares; 2024Q4: 584,406 shares; 2025Q1: 606,255 shares; 2025Q2: 614,612 shares; 2025Q3: 622,675 shares; 2025Q4: 630,146 shares 630,146 $17.3M 1.01% +7,471 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; 2024Q1: 60,492 shares; 2024Q2: 58,368 shares; 2024Q3: 56,472 shares; 2024Q4: 55,860 shares; 2025Q1: 54,410 shares; 2025Q2: 53,692 shares; 2025Q3: 52,510 shares; 2025Q4: 51,652 shares 51,652 $16.6M 0.97% -858 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; 2024Q1: 192,941 shares; 2024Q2: 196,776 shares; 2024Q3: 197,604 shares; 2024Q4: 195,929 shares; 2025Q1: 202,252 shares; 2025Q2: 207,520 shares; 2025Q3: 209,300 shares; 2025Q4: 213,057 shares 213,057 $16.4M 0.96% +3,757 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 61,673 shares; 2024Q2: 63,991 shares; 2024Q3: 64,217 shares; 2024Q4: 64,825 shares; 2025Q1: 57,532 shares; 2025Q2: 99,928 shares; 2025Q3: 102,433 shares; 2025Q4: 106,439 shares 106,439 $15.3M 0.89% +4,006 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 102,098 shares; 2024Q2: 99,394 shares; 2024Q3: 100,082 shares; 2024Q4: 101,290 shares; 2025Q1: 102,353 shares; 2025Q2: 63,270 shares; 2025Q3: 63,120 shares; 2025Q4: 63,344 shares 63,344 $14.5M 0.85% +224 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,438 shares; 2024Q2: 21,295 shares; 2024Q3: 21,192 shares; 2024Q4: 35,154 shares; 2025Q1: 34,817 shares; 2025Q2: 36,412 shares; 2025Q3: 36,715 shares; 2025Q4: 43,545 shares 43,545 $13.3M 0.78% +6,830 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 165,159 shares; 2024Q2: 169,118 shares; 2024Q3: 171,799 shares; 2024Q4: 169,558 shares; 2025Q1: 173,116 shares; 2025Q2: 178,573 shares; 2025Q3: 229,201 shares; 2025Q4: 232,856 shares 232,856 $12.6M 0.74% +3,655 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; 2024Q1: 12,297 shares; 2024Q2: 12,614 shares; 2024Q3: 13,325 shares; 2024Q4: 12,490 shares; 2025Q1: 12,244 shares; 2025Q2: 12,481 shares; 2025Q3: 17,542 shares; 2025Q4: 19,888 shares 19,888 $12.5M 0.73% +2,346 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; 2024Q1: 146,414 shares; 2024Q2: 152,103 shares; 2024Q3: 156,073 shares; 2024Q4: 166,206 shares; 2025Q1: 173,147 shares; 2025Q2: 180,467 shares; 2025Q3: 182,203 shares; 2025Q4: 195,398 shares 195,398 $12.2M 0.71% +13,195 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; 2024Q1: 13,016 shares; 2024Q2: 12,928 shares; 2024Q3: 11,811 shares; 2024Q4: 11,709 shares; 2025Q1: 11,441 shares; 2025Q2: 11,343 shares; 2025Q3: 11,391 shares; 2025Q4: 10,349 shares 10,349 $11.1M 0.65% -1,042 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25,007 shares; 2024Q2: 53,762 shares; 2024Q3: 55,282 shares; 2024Q4: 75,428 shares; 2025Q1: 83,002 shares; 2025Q2: 164,280 shares; 2025Q3: 168,557 shares; 2025Q4: 168,458 shares 168,458 $10.7M 0.63% -99 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 154,162 shares; 2024Q2: 157,805 shares; 2024Q3: 72,371 shares; 2024Q4: 73,423 shares; 2025Q1: 74,781 shares; 2025Q2: 111,601 shares; 2025Q3: 150,637 shares; 2025Q4: 152,079 shares 152,079 $10.4M 0.61% +1,442 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 234,491 shares; 2024Q2: 238,871 shares; 2024Q3: 401,128 shares; 2024Q4: 408,389 shares; 2025Q1: 413,944 shares; 2025Q2: 421,323 shares; 2025Q3: 430,325 shares; 2025Q4: 433,043 shares 433,043 $10.3M 0.61% +2,718 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 38,924 shares; 2024Q2: 39,436 shares; 2024Q3: 31,820 shares; 2024Q4: 32,279 shares; 2025Q1: 32,370 shares; 2025Q2: 33,835 shares; 2025Q3: 33,916 shares; 2025Q4: 34,268 shares 34,268 $9.9M 0.58% +352 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,389 shares; 2024Q2: 9,446 shares; 2024Q3: 9,260 shares; 2024Q4: 9,069 shares; 2025Q1: 9,114 shares; 2025Q2: 90,776 shares; 2025Q3: 93,212 shares; 2025Q4: 94,702 shares 94,702 $9.7M 0.57% +1,490 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 42,914 shares; 2025Q1: 43,129 shares; 2025Q2: 73,370 shares; 2025Q3: 73,980 shares; 2025Q4: 76,064 shares 76,064 $9.57M 0.56% +2,084 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 67,528 shares; 2024Q2: 77,201 shares; 2024Q3: 83,864 shares; 2024Q4: 116,462 shares; 2025Q1: 129,988 shares; 2025Q2: 146,921 shares; 2025Q3: 177,059 shares; 2025Q4: 186,973 shares 186,973 $9.51M 0.56% +9,914 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 333,764 shares; 2025Q4: 336,130 shares 336,130 $9.39M 0.55% +2,366 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 101,307 shares; 2024Q2: 102,155 shares; 2024Q3: 104,715 shares; 2024Q4: 105,320 shares; 2025Q1: 55,924 shares; 2025Q2: 56,967 shares; 2025Q3: 58,038 shares; 2025Q4: 58,479 shares 58,479 $9.38M 0.55% +441 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; 2024Q1: 45,993 shares; 2024Q2: 46,474 shares; 2024Q3: 41,180 shares; 2024Q4: 40,579 shares; 2025Q1: 39,326 shares; 2025Q2: 39,175 shares; 2025Q3: 40,609 shares; 2025Q4: 40,520 shares 40,520 $9.35M 0.55% -89 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,715 shares; 2024Q2: 87,295 shares; 2024Q3: 97,580 shares; 2024Q4: 143,417 shares; 2025Q1: 171,251 shares; 2025Q2: 174,508 shares; 2025Q3: 130,090 shares; 2025Q4: 157,709 shares 157,709 $9.03M 0.53% +27,619 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 32,106 shares; 2024Q2: 43,901 shares; 2024Q3: 56,312 shares; 2024Q4: 64,812 shares; 2025Q1: 65,222 shares; 2025Q2: 67,280 shares; 2025Q3: 68,335 shares; 2025Q4: 65,986 shares 65,986 $8.76M 0.51% -2,349 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 91,410 shares; 2024Q2: 92,717 shares; 2024Q3: 90,354 shares; 2024Q4: 121,011 shares; 2025Q1: 129,465 shares; 2025Q2: 135,008 shares; 2025Q3: 136,134 shares; 2025Q4: 137,195 shares 137,195 $8.47M 0.5% +1,061 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; 2024Q1: 34,128 shares; 2024Q2: 35,314 shares; 2024Q3: 36,072 shares; 2024Q4: 35,965 shares; 2025Q1: 37,102 shares; 2025Q2: 38,376 shares; 2025Q3: 38,756 shares; 2025Q4: 24,424 shares 24,424 $8.22M 0.48% -14,332 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 389,964 shares; 2025Q1: 398,039 shares; 2025Q2: 403,265 shares; 2025Q3: 407,900 shares; 2025Q4: 384,859 shares 384,859 $7.7M 0.45% -23,041 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 115,614 shares 115,614 $7.56M 0.44% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 71,225 shares; 2024Q2: 72,763 shares; 2024Q3: 74,437 shares; 2024Q4: 74,239 shares; 2025Q1: 74,111 shares; 2025Q2: 77,002 shares; 2025Q3: 77,532 shares; 2025Q4: 77,003 shares 77,003 $7.4M 0.43% -529 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,623 shares; 2024Q2: 64,604 shares; 2024Q3: 65,385 shares; 2024Q4: 40,036 shares; 2025Q1: 40,667 shares; 2025Q2: 42,358 shares; 2025Q3: 42,629 shares; 2025Q4: 43,185 shares 43,185 $7.39M 0.43% +556 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; 2024Q1: 92,994 shares; 2024Q2: 93,200 shares; 2024Q3: 90,026 shares; 2024Q4: 88,373 shares; 2025Q1: 89,046 shares; 2025Q2: 91,773 shares; 2025Q3: 121,913 shares; 2025Q4: 133,752 shares 133,752 $7.36M 0.43% +11,839 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; 2024Q1: 36,895 shares; 2024Q2: 36,103 shares; 2024Q3: 37,214 shares; 2024Q4: 73,809 shares; 2025Q1: 75,071 shares; 2025Q2: 73,218 shares; 2025Q3: 70,229 shares; 2025Q4: 73,477 shares 73,477 $7.29M 0.43% +3,248 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; 2024Q1: 29,916 shares; 2024Q2: 30,046 shares; 2024Q3: 29,634 shares; 2024Q4: 28,982 shares; 2025Q1: 29,292 shares; 2025Q2: 29,384 shares; 2025Q3: 29,205 shares; 2025Q4: 30,124 shares 30,124 $7.26M 0.43% +919 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 181,891 shares; 2025Q3: 187,338 shares; 2025Q4: 187,136 shares 187,136 $6.75M 0.39% -202 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 124,159 shares; 2024Q2: 119,859 shares; 2024Q3: 122,328 shares; 2024Q4: 123,058 shares; 2025Q1: 125,237 shares; 2025Q2: 127,986 shares; 2025Q3: 128,022 shares; 2025Q4: 128,345 shares 128,345 $6.68M 0.39% +323 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 75,819 shares; 2024Q2: not reported; 2024Q3: 73,460 shares; 2024Q4: 72,410 shares; 2025Q1: 70,504 shares; 2025Q2: 69,736 shares; 2025Q3: 69,600 shares; 2025Q4: 69,369 shares 69,369 $6.66M 0.39% -231 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,100 shares; 2024Q4: 34,882 shares; 2025Q1: 53,672 shares; 2025Q2: 72,752 shares; 2025Q3: 100,298 shares; 2025Q4: 114,044 shares 114,044 $6.63M 0.39% +13,746 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,702 shares; 2024Q2: 11,844 shares; 2024Q3: 11,644 shares; 2024Q4: 11,485 shares; 2025Q1: 11,684 shares; 2025Q2: 11,712 shares; 2025Q3: 11,698 shares; 2025Q4: 11,424 shares 11,424 $6.52M 0.38% -274 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 270,124 shares; 2024Q2: 275,203 shares; 2024Q3: 329,693 shares; 2024Q4: 258,881 shares; 2025Q1: 259,171 shares; 2025Q2: 289,803 shares; 2025Q3: 289,160 shares; 2025Q4: 261,420 shares 261,420 $6.51M 0.38% -27,740 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; 2024Q1: 85,390 shares; 2024Q2: 87,148 shares; 2024Q3: 88,442 shares; 2024Q4: 53,471 shares; 2025Q1: 54,723 shares; 2025Q2: 56,719 shares; 2025Q3: 57,075 shares; 2025Q4: 57,648 shares 57,648 $6.05M 0.35% +573 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 37,445 shares; 2025Q1: 79,881 shares; 2025Q2: 140,502 shares; 2025Q3: 142,913 shares; 2025Q4: 144,470 shares 144,470 $6.05M 0.35% +1,557 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 34,273 shares; 2024Q2: 32,235 shares; 2024Q3: 31,875 shares; 2024Q4: 30,997 shares; 2025Q1: 29,988 shares; 2025Q2: 29,796 shares; 2025Q3: 29,298 shares; 2025Q4: 28,770 shares 28,770 $5.95M 0.35% -528 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,568 shares; 2024Q2: 17,601 shares; 2024Q3: 18,026 shares; 2024Q4: 18,487 shares; 2025Q1: 18,496 shares; 2025Q2: 18,522 shares; 2025Q3: 17,649 shares; 2025Q4: 16,763 shares 16,763 $5.88M 0.34% -886 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 42,124 shares; 2024Q2: 42,276 shares; 2024Q3: 42,264 shares; 2024Q4: 39,960 shares; 2025Q1: 40,122 shares; 2025Q2: 40,450 shares; 2025Q3: 38,377 shares; 2025Q4: 37,640 shares 37,640 $5.74M 0.34% -737 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,986 shares; 2024Q2: not reported; 2024Q3: 12,997 shares; 2024Q4: 12,866 shares; 2025Q1: 12,385 shares; 2025Q2: 12,349 shares; 2025Q3: 12,275 shares; 2025Q4: 12,068 shares 12,068 $5.71M 0.33% -207 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; 2024Q1: 49,292 shares; 2024Q2: not reported; 2024Q3: 48,188 shares; 2024Q4: 47,822 shares; 2025Q1: 16,925 shares; 2025Q2: 18,173 shares; 2025Q3: 18,130 shares; 2025Q4: 18,264 shares 18,264 $5.41M 0.32% +134 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,822 shares; 2024Q2: 10,946 shares; 2024Q3: 11,199 shares; 2024Q4: 11,451 shares; 2025Q1: 12,038 shares; 2025Q2: 12,470 shares; 2025Q3: 12,714 shares; 2025Q4: 12,818 shares 12,818 $5.34M 0.31% +104 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; 2024Q1: 15,474 shares; 2024Q2: 14,842 shares; 2024Q3: 15,678 shares; 2024Q4: 15,193 shares; 2025Q1: 15,169 shares; 2025Q2: 15,265 shares; 2025Q3: 15,302 shares; 2025Q4: 15,380 shares 15,380 $5.29M 0.31% +78 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,837 shares; 2025Q3: 49,299 shares; 2025Q4: 70,770 shares 70,770 $5.27M 0.31% +21,471 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,132 shares; 2024Q2: 64,134 shares; 2024Q3: 65,583 shares; 2024Q4: 66,667 shares; 2025Q1: 66,904 shares; 2025Q2: 68,780 shares; 2025Q3: 68,630 shares; 2025Q4: 69,798 shares 69,798 $5.14M 0.3% +1,168 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 32,256 shares; 2024Q2: 143,370 shares; 2024Q3: 151,160 shares; 2024Q4: 153,523 shares; 2025Q1: 156,320 shares; 2025Q2: 226,227 shares; 2025Q3: 219,963 shares; 2025Q4: 215,967 shares 215,967 $4.81M 0.28% -3,996 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45,023 shares; 2024Q2: 42,007 shares; 2024Q3: 39,937 shares; 2024Q4: 38,696 shares; 2025Q1: 38,286 shares; 2025Q2: 38,363 shares; 2025Q3: 38,041 shares; 2025Q4: 38,006 shares 38,006 $4.76M 0.28% -35 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 26,241 shares; 2025Q1: 27,201 shares; 2025Q2: 26,822 shares; 2025Q3: 26,933 shares; 2025Q4: 27,798 shares 27,798 $4.76M 0.28% +865 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; 2024Q1: 18,764 shares; 2024Q2: 18,962 shares; 2024Q3: 18,770 shares; 2024Q4: 18,695 shares; 2025Q1: 18,712 shares; 2025Q2: 19,263 shares; 2025Q3: 19,291 shares; 2025Q4: 19,493 shares 19,493 $4.72M 0.28% +202 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 94,835 shares; 2024Q2: not reported; 2024Q3: 93,235 shares; 2024Q4: 91,835 shares; 2025Q1: 88,835 shares; 2025Q2: 87,435 shares; 2025Q3: 89,520 shares; 2025Q4: 88,720 shares 88,720 $4.62M 0.27% -800 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,763 shares; 2024Q2: 9,787 shares; 2024Q3: 9,802 shares; 2024Q4: 9,444 shares; 2025Q1: 9,285 shares; 2025Q2: 9,350 shares; 2025Q3: 9,013 shares; 2025Q4: 9,087 shares 9,087 $4.46M 0.26% +74 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; 2024Q1: 10,871 shares; 2024Q2: 10,871 shares; 2024Q3: 10,555 shares; 2024Q4: 10,436 shares; 2025Q1: 10,344 shares; 2025Q2: 10,478 shares; 2025Q3: 10,467 shares; 2025Q4: 10,356 shares 10,356 $4.37M 0.26% -111 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,157 shares; 2025Q1: 33,168 shares; 2025Q2: 32,958 shares; 2025Q3: 33,233 shares; 2025Q4: 33,321 shares 33,321 $4.37M 0.26% +88 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,702 shares; 2024Q2: 17,735 shares; 2024Q3: 17,013 shares; 2024Q4: 16,674 shares; 2025Q1: 16,025 shares; 2025Q2: 16,016 shares; 2025Q3: 15,508 shares; 2025Q4: 13,193 shares 13,193 $4.14M 0.24% -2,315 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; 2024Q1: 52,315 shares; 2024Q2: 52,442 shares; 2024Q3: 52,260 shares; 2024Q4: 50,400 shares; 2025Q1: 39,055 shares; 2025Q2: 39,362 shares; 2025Q3: 38,759 shares; 2025Q4: 39,068 shares 39,068 $4.11M 0.24% +309 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112,150 shares 112,150 $4.04M 0.24% new 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; 2024Q1: 11,259 shares; 2024Q2: 11,259 shares; 2024Q3: 15,122 shares; 2024Q4: 11,163 shares; 2025Q1: 11,263 shares; 2025Q2: 11,312 shares; 2025Q3: 11,654 shares; 2025Q4: 11,735 shares 11,735 $3.93M 0.23% +81 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; 2024Q1: 74,800 shares; 2024Q2: 70,304 shares; 2024Q3: 70,972 shares; 2024Q4: 68,412 shares; 2025Q1: 68,260 shares; 2025Q2: 64,946 shares; 2025Q3: 64,369 shares; 2025Q4: 55,907 shares 55,907 $3.91M 0.23% -8,462 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; 2024Q1: 17,559 shares; 2024Q2: 17,727 shares; 2024Q3: 17,685 shares; 2024Q4: 17,366 shares; 2025Q1: 17,117 shares; 2025Q2: 17,234 shares; 2025Q3: 17,217 shares; 2025Q4: 16,856 shares 16,856 $3.9M 0.23% -361 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,012 shares; 2024Q2: 5,005 shares; 2024Q3: 4,971 shares; 2024Q4: 4,739 shares; 2025Q1: 4,705 shares; 2025Q2: 4,706 shares; 2025Q3: 4,715 shares; 2025Q4: 4,702 shares 4,702 $3.86M 0.23% -13 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,992 shares; 2024Q2: 27,984 shares; 2024Q3: 27,984 shares; 2024Q4: 27,984 shares; 2025Q1: 27,984 shares; 2025Q2: 28,000 shares; 2025Q3: 28,218 shares; 2025Q4: 28,322 shares 28,322 $3.83M 0.22% +104 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; 2024Q1: 15,004 shares; 2024Q2: 15,004 shares; 2024Q3: 11,591 shares; 2024Q4: 11,268 shares; 2025Q1: 11,608 shares; 2025Q2: 11,529 shares; 2025Q3: 11,553 shares; 2025Q4: 12,041 shares 12,041 $3.66M 0.21% +488 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,756 shares 28,756 $3.62M 0.21% new 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; 2024Q1: 1,501 shares; 2024Q2: 1,487 shares; 2024Q3: 1,415 shares; 2024Q4: 1,372 shares; 2025Q1: 3,414 shares; 2025Q2: 3,426 shares; 2025Q3: 3,455 shares; 2025Q4: 4,104 shares 4,104 $3.61M 0.21% +649 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 112,070 shares; 2024Q2: 114,297 shares; 2024Q3: 116,842 shares; 2024Q4: 109,452 shares; 2025Q1: 111,466 shares; 2025Q2: 114,290 shares; 2025Q3: 115,927 shares; 2025Q4: 117,801 shares 117,801 $3.47M 0.2% +1,874 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,636 shares; 2024Q2: 6,615 shares; 2024Q3: 6,586 shares; 2024Q4: 6,552 shares; 2025Q1: 6,499 shares; 2025Q2: 6,638 shares; 2025Q3: 6,655 shares; 2025Q4: 6,660 shares 6,660 $3.4M 0.2% +5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 28,506 shares; 2024Q2: not reported; 2024Q3: 28,612 shares; 2024Q4: 28,567 shares; 2025Q1: 28,405 shares; 2025Q2: 27,196 shares; 2025Q3: 26,971 shares; 2025Q4: 26,964 shares 26,964 $3.32M 0.19% -7 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; 2024Q1: 11,740 shares; 2024Q2: 11,679 shares; 2024Q3: 11,538 shares; 2024Q4: 11,397 shares; 2025Q1: 11,350 shares; 2025Q2: 11,359 shares; 2025Q3: 11,269 shares; 2025Q4: 11,316 shares 11,316 $3.27M 0.19% +47 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,804 shares; 2024Q4: 23,738 shares; 2025Q1: 28,500 shares; 2025Q2: 30,868 shares; 2025Q3: 35,273 shares; 2025Q4: 38,907 shares 38,907 $3.26M 0.19% +3,634 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,602 shares; 2024Q2: not reported; 2024Q3: 15,581 shares; 2024Q4: 15,579 shares; 2025Q1: 15,616 shares; 2025Q2: 15,016 shares; 2025Q3: 14,998 shares; 2025Q4: 15,054 shares 15,054 $3.19M 0.19% +56 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 52,891 shares; 2024Q2: not reported; 2024Q3: 51,410 shares; 2024Q4: 50,306 shares; 2025Q1: 44,242 shares; 2025Q2: 45,361 shares; 2025Q3: 44,338 shares; 2025Q4: 48,369 shares 48,369 $3.19M 0.19% +4,031 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; 2024Q1: 11,446 shares; 2024Q2: 11,363 shares; 2024Q3: 10,742 shares; 2024Q4: 10,568 shares; 2025Q1: 10,308 shares; 2025Q2: 10,320 shares; 2025Q3: 9,958 shares; 2025Q4: 9,897 shares 9,897 $3.15M 0.18% -61 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; 2024Q1: 4,168 shares; 2024Q2: 4,222 shares; 2024Q3: 3,651 shares; 2024Q4: 3,615 shares; 2025Q1: 3,529 shares; 2025Q2: 3,542 shares; 2025Q3: 3,598 shares; 2025Q4: 3,648 shares 3,648 $3.15M 0.18% +50 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; 2024Q1: 8,582 shares; 2024Q2: 9,216 shares; 2024Q3: 8,953 shares; 2024Q4: 8,764 shares; 2025Q1: 8,809 shares; 2025Q2: 9,002 shares; 2025Q3: 9,297 shares; 2025Q4: 6,062 shares 6,062 $3.05M 0.18% -3,235 Timeline VOOG 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; 2024Q1: 1,707 shares; 2024Q2: 1,656 shares; 2024Q3: 1,617 shares; 2024Q4: 3,367 shares; 2025Q1: 3,630 shares; 2025Q2: 3,664 shares; 2025Q3: 5,580 shares; 2025Q4: 6,749 shares 6,749 $3M 0.18% +1,169 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; 2024Q1: 19,392 shares; 2024Q2: 12,245 shares; 2024Q3: 12,135 shares; 2024Q4: 11,781 shares; 2025Q1: 11,699 shares; 2025Q2: 11,593 shares; 2025Q3: 11,039 shares; 2025Q4: 10,863 shares 10,863 $2.91M 0.17% -176 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,617 shares; 2024Q2: 63,721 shares; 2024Q3: 63,721 shares; 2024Q4: 63,721 shares; 2025Q1: 63,721 shares; 2025Q2: 69,273 shares; 2025Q3: 69,273 shares; 2025Q4: 69,273 shares 69,273 $2.76M 0.16% 0 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; 2024Q1: 12,159 shares; 2024Q2: 12,003 shares; 2024Q3: 11,788 shares; 2024Q4: 11,371 shares; 2025Q1: 11,726 shares; 2025Q2: 11,643 shares; 2025Q3: 11,645 shares; 2025Q4: 11,583 shares 11,583 $2.65M 0.16% -62 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,457 shares; 2024Q2: 6,377 shares; 2024Q3: 9,515 shares; 2024Q4: 20,895 shares; 2025Q1: 20,850 shares; 2025Q2: 21,175 shares; 2025Q3: 28,277 shares; 2025Q4: 31,810 shares 31,810 $2.54M 0.15% +3,533 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; 2024Q1: 8,396 shares; 2024Q2: 8,360 shares; 2024Q3: 8,474 shares; 2024Q4: 8,511 shares; 2025Q1: not reported; 2025Q2: 8,541 shares; 2025Q3: 8,517 shares; 2025Q4: 8,521 shares 8,521 $2.47M 0.14% +4 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; 2024Q1: 6,958 shares; 2024Q2: 7,063 shares; 2024Q3: 7,029 shares; 2024Q4: 6,937 shares; 2025Q1: 6,732 shares; 2025Q2: 4,149 shares; 2025Q3: 4,280 shares; 2025Q4: 4,194 shares 4,194 $2.43M 0.14% -86 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; 2024Q1: 7,145 shares; 2024Q2: 7,172 shares; 2024Q3: 7,172 shares; 2024Q4: 6,605 shares; 2025Q1: 6,515 shares; 2025Q2: 6,504 shares; 2025Q3: 6,509 shares; 2025Q4: 6,472 shares 6,472 $2.39M 0.14% -37 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,235 shares; 2024Q2: not reported; 2024Q3: 3,796 shares; 2024Q4: 3,668 shares; 2025Q1: 3,821 shares; 2025Q2: 3,919 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares 3,395 $2.33M 0.14% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,255 shares; 2024Q2: 12,219 shares; 2024Q3: 11,964 shares; 2024Q4: 11,725 shares; 2025Q1: 11,377 shares; 2025Q2: 11,305 shares; 2025Q3: 11,229 shares; 2025Q4: 11,075 shares 11,075 $2.31M 0.13% -154 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 64,295 shares; 2024Q2: 65,216 shares; 2024Q3: 65,216 shares; 2024Q4: 65,216 shares; 2025Q1: 65,216 shares; 2025Q2: 66,216 shares; 2025Q3: 65,416 shares; 2025Q4: 65,416 shares 65,416 $2.3M 0.13% 0 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; 2024Q1: 4,293 shares; 2024Q2: not reported; 2024Q3: 4,443 shares; 2024Q4: 4,639 shares; 2025Q1: 4,897 shares; 2025Q2: 4,586 shares; 2025Q3: 4,531 shares; 2025Q4: 3,653 shares 3,653 $2.24M 0.13% -878 Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 111,378 shares; 2025Q3: 56,255 shares; 2025Q4: 57,052 shares 57,052 $2.2M 0.13% +797 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; 2024Q1: 117,343 shares; 2024Q2: 119,169 shares; 2024Q3: 122,969 shares; 2024Q4: 8,102 shares; 2025Q1: 8,241 shares; 2025Q2: 17,466 shares; 2025Q3: 17,734 shares; 2025Q4: 17,752 shares 17,752 $2.18M 0.13% +18 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,492 shares; 2024Q2: 1,492 shares; 2024Q3: 1,478 shares; 2024Q4: 1,323 shares; 2025Q1: 6,767 shares; 2025Q2: 6,816 shares; 2025Q3: 6,269 shares; 2025Q4: 6,101 shares 6,101 $2.16M 0.13% -168 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,029 shares; 2024Q2: 6,029 shares; 2024Q3: 6,007 shares; 2024Q4: 5,963 shares; 2025Q1: 6,027 shares; 2025Q2: 5,944 shares; 2025Q3: 5,944 shares; 2025Q4: 6,168 shares 6,168 $2.1M 0.12% +224 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; 2024Q1: 28,460 shares; 2024Q2: 27,932 shares; 2024Q3: 27,732 shares; 2024Q4: 27,176 shares; 2025Q1: 26,104 shares; 2025Q2: 26,162 shares; 2025Q3: 26,135 shares; 2025Q4: 25,928 shares 25,928 $2.08M 0.12% -207 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 35,581 shares; 2024Q2: 35,714 shares; 2024Q3: 35,199 shares; 2024Q4: 34,094 shares; 2025Q1: 21,329 shares; 2025Q2: 21,354 shares; 2025Q3: 21,370 shares; 2025Q4: 22,086 shares 22,086 $2.07M 0.12% +716 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,512 shares; 2024Q2: 1,511 shares; 2024Q3: 1,485 shares; 2024Q4: 1,465 shares; 2025Q1: 1,474 shares; 2025Q2: 21,900 shares; 2025Q3: 21,930 shares; 2025Q4: 22,317 shares 22,317 $2.04M 0.12% +387 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,443 shares; 2024Q2: 4,544 shares; 2024Q3: 4,528 shares; 2024Q4: 4,442 shares; 2025Q1: 4,464 shares; 2025Q2: 4,548 shares; 2025Q3: 4,560 shares; 2025Q4: 4,567 shares 4,567 $2.03M 0.12% +7 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 82,480 shares; 2024Q2: 76,337 shares; 2024Q3: 78,171 shares; 2024Q4: 77,886 shares; 2025Q1: 77,886 shares; 2025Q2: 77,917 shares; 2025Q3: 77,965 shares; 2025Q4: 74,045 shares 74,045 $2.01M 0.12% -3,920 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; 2024Q1: 12,727 shares; 2024Q2: 12,816 shares; 2024Q3: 12,565 shares; 2024Q4: 12,040 shares; 2025Q1: 12,395 shares; 2025Q2: 12,061 shares; 2025Q3: 11,527 shares; 2025Q4: 11,463 shares 11,463 $1.99M 0.12% -64 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,006 shares; 2024Q2: 4,006 shares; 2024Q3: 3,945 shares; 2024Q4: 3,916 shares; 2025Q1: 3,963 shares; 2025Q2: 3,909 shares; 2025Q3: 3,909 shares; 2025Q4: 4,049 shares 4,049 $1.97M 0.12% +140 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; 2024Q1: 4,187 shares; 2024Q2: 4,216 shares; 2024Q3: 4,549 shares; 2024Q4: 4,561 shares; 2025Q1: 4,544 shares; 2025Q2: 4,568 shares; 2025Q3: 3,212 shares; 2025Q4: 2,948 shares 2,948 $1.95M 0.11% -264 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,774 shares; 2024Q2: 5,726 shares; 2024Q3: 5,503 shares; 2024Q4: 5,284 shares; 2025Q1: 5,313 shares; 2025Q2: 5,361 shares; 2025Q3: 5,506 shares; 2025Q4: 5,891 shares 5,891 $1.93M 0.11% +385 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,968 shares; 2024Q2: not reported; 2024Q3: 20,108 shares; 2024Q4: 18,793 shares; 2025Q1: 16,563 shares; 2025Q2: 16,550 shares; 2025Q3: 16,341 shares; 2025Q4: 15,824 shares 15,824 $1.9M 0.11% -517 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,866 shares; 2024Q2: 15,374 shares; 2024Q3: 15,365 shares; 2024Q4: 14,594 shares; 2025Q1: 12,228 shares; 2025Q2: 12,183 shares; 2025Q3: 11,300 shares; 2025Q4: 13,187 shares 13,187 $1.84M 0.11% +1,887 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,464 shares; 2024Q2: 19,464 shares; 2024Q3: 19,133 shares; 2024Q4: 18,994 shares; 2025Q1: 19,821 shares; 2025Q2: 19,588 shares; 2025Q3: 19,658 shares; 2025Q4: 19,737 shares 19,737 $1.8M 0.11% +79 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 52,428 shares; 2024Q2: 52,586 shares; 2024Q3: 52,386 shares; 2024Q4: 57,037 shares; 2025Q1: 58,783 shares; 2025Q2: 59,049 shares; 2025Q3: 60,325 shares; 2025Q4: 54,661 shares 54,661 $1.75M 0.1% -5,664 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; 2024Q1: 50,391 shares; 2024Q2: 48,299 shares; 2024Q3: 47,912 shares; 2024Q4: 41,424 shares; 2025Q1: 41,531 shares; 2025Q2: 42,044 shares; 2025Q3: 40,846 shares; 2025Q4: 41,708 shares 41,708 $1.7M 0.1% +862 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,581 shares; 2024Q2: not reported; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 4,528 shares; 2025Q3: 4,528 shares; 2025Q4: 4,528 shares 4,528 $1.69M 0.1% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,826 shares; 2024Q2: 4,825 shares; 2024Q3: 4,861 shares; 2024Q4: 4,883 shares; 2025Q1: 4,822 shares; 2025Q2: 4,836 shares; 2025Q3: 4,797 shares; 2025Q4: 4,822 shares 4,822 $1.69M 0.1% +25 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,770 shares; 2024Q2: 6,775 shares; 2024Q3: 6,663 shares; 2024Q4: 6,606 shares; 2025Q1: 6,925 shares; 2025Q2: 6,832 shares; 2025Q3: 6,856 shares; 2025Q4: 7,085 shares 7,085 $1.61M 0.09% +229 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,547 shares; 2024Q2: not reported; 2024Q3: 2,573 shares; 2024Q4: 2,553 shares; 2025Q1: 2,553 shares; 2025Q2: 2,557 shares; 2025Q3: 2,572 shares; 2025Q4: 2,424 shares 2,424 $1.61M 0.09% -148 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,812 shares; 2024Q2: 8,778 shares; 2024Q3: 8,745 shares; 2024Q4: 8,475 shares; 2025Q1: 8,445 shares; 2025Q2: 8,460 shares; 2025Q3: 8,463 shares; 2025Q4: 8,524 shares 8,524 $1.57M 0.09% +61 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; 2024Q1: 3,234 shares; 2024Q2: 3,211 shares; 2024Q3: 3,104 shares; 2024Q4: 3,053 shares; 2025Q1: 3,025 shares; 2025Q2: 2,969 shares; 2025Q3: 2,931 shares; 2025Q4: 2,987 shares 2,987 $1.56M 0.09% +56 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25,225 shares; 2024Q2: 25,225 shares; 2024Q3: 25,141 shares; 2024Q4: 25,132 shares; 2025Q1: 24,375 shares; 2025Q2: 24,134 shares; 2025Q3: 24,090 shares; 2025Q4: 22,365 shares 22,365 $1.5M 0.09% -1,725 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; 2024Q1: 13,811 shares; 2024Q2: 13,723 shares; 2024Q3: 11,757 shares; 2024Q4: 11,378 shares; 2025Q1: 12,903 shares; 2025Q2: 13,324 shares; 2025Q3: 13,067 shares; 2025Q4: 13,064 shares 13,064 $1.49M 0.09% -3 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,357 shares; 2024Q2: 18,952 shares; 2024Q3: 18,821 shares; 2024Q4: 17,632 shares; 2025Q1: 14,773 shares; 2025Q2: 14,748 shares; 2025Q3: 14,603 shares; 2025Q4: 14,546 shares 14,546 $1.48M 0.09% -57 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,236 shares; 2024Q2: 15,236 shares; 2024Q3: 14,994 shares; 2024Q4: 14,889 shares; 2025Q1: 15,626 shares; 2025Q2: 15,410 shares; 2025Q3: 15,470 shares; 2025Q4: 15,969 shares 15,969 $1.48M 0.09% +499 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,023 shares; 2024Q2: 3,023 shares; 2024Q3: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 3,024 shares; 2025Q3: 3,096 shares; 2025Q4: 3,090 shares 3,090 $1.45M 0.08% -6 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; 2024Q1: 5,523 shares; 2024Q2: 5,478 shares; 2024Q3: 7,115 shares; 2024Q4: 9,134 shares; 2025Q1: 9,311 shares; 2025Q2: 9,252 shares; 2025Q3: 9,289 shares; 2025Q4: 9,440 shares 9,440 $1.45M 0.08% +151 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; 2024Q1: 8,278 shares; 2024Q2: 8,278 shares; 2024Q3: 8,306 shares; 2024Q4: 8,081 shares; 2025Q1: 8,196 shares; 2025Q2: 8,087 shares; 2025Q3: 8,500 shares; 2025Q4: 8,828 shares 8,828 $1.44M 0.08% +328 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,383 shares; 2024Q2: 10,596 shares; 2024Q3: 9,951 shares; 2024Q4: 9,945 shares; 2025Q1: 9,928 shares; 2025Q2: 9,990 shares; 2025Q3: 10,059 shares; 2025Q4: 10,055 shares 10,055 $1.43M 0.08% -4 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,710 shares; 2024Q2: not reported; 2024Q3: 14,029 shares; 2024Q4: 10,371 shares; 2025Q1: 10,323 shares; 2025Q2: 10,282 shares; 2025Q3: 10,257 shares; 2025Q4: 10,257 shares 10,257 $1.4M 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,539 shares; 2024Q2: 7,546 shares; 2024Q3: 7,605 shares; 2024Q4: 7,369 shares; 2025Q1: 7,440 shares; 2025Q2: 7,492 shares; 2025Q3: 7,409 shares; 2025Q4: 7,144 shares 7,144 $1.39M 0.08% -265 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,280 shares; 2024Q2: 3,276 shares; 2024Q3: 2,969 shares; 2024Q4: 2,953 shares; 2025Q1: 2,933 shares; 2025Q2: 2,943 shares; 2025Q3: 2,937 shares; 2025Q4: 2,940 shares 2,940 $1.37M 0.08% +3 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,843 shares; 2024Q2: 18,424 shares; 2024Q3: 18,278 shares; 2024Q4: 17,026 shares; 2025Q1: 15,282 shares; 2025Q2: 15,252 shares; 2025Q3: 15,147 shares; 2025Q4: 15,108 shares 15,108 $1.36M 0.08% -39 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,842 shares; 2024Q2: 9,738 shares; 2024Q3: 6,268 shares; 2024Q4: 6,287 shares; 2025Q1: 6,405 shares; 2025Q2: 7,662 shares; 2025Q3: 17,654 shares; 2025Q4: 22,853 shares 22,853 $1.34M 0.08% +5,199 Timeline BANK OF AMER CORP 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; 2024Q1: not reported; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 1,069 shares 1,069 $1.34M 0.08% +181 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; 2024Q1: 8,210 shares; 2024Q2: 8,117 shares; 2024Q3: 7,979 shares; 2024Q4: 8,236 shares; 2025Q1: 8,158 shares; 2025Q2: 8,204 shares; 2025Q3: 8,220 shares; 2025Q4: 8,210 shares 8,210 $1.34M 0.08% -10 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,667 shares; 2024Q2: 1,248 shares; 2024Q3: 1,553 shares; 2024Q4: 2,124 shares; 2025Q1: 2,144 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,190 shares 2,190 $1.32M 0.08% +76 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; 2024Q1: 5,331 shares; 2024Q2: 5,314 shares; 2024Q3: 5,320 shares; 2024Q4: 5,320 shares; 2025Q1: 5,257 shares; 2025Q2: 5,237 shares; 2025Q3: 5,140 shares; 2025Q4: 5,138 shares 5,138 $1.32M 0.08% -2 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares 17,000 $1.31M 0.08% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,844 shares; 2025Q2: 13,960 shares; 2025Q3: 13,666 shares; 2025Q4: 13,670 shares 13,670 $1.3M 0.08% +4 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 32,379 shares; 2024Q2: 31,879 shares; 2024Q3: 31,168 shares; 2024Q4: 30,804 shares; 2025Q1: 27,082 shares; 2025Q2: 27,019 shares; 2025Q3: 25,723 shares; 2025Q4: 25,215 shares 25,215 $1.3M 0.08% -508 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,371 shares; 2024Q2: 31,371 shares; 2024Q3: 31,549 shares; 2024Q4: 31,353 shares; 2025Q1: 33,092 shares; 2025Q2: 32,726 shares; 2025Q3: 32,864 shares; 2025Q4: 33,011 shares 33,011 $1.29M 0.08% +147 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,469 shares; 2024Q2: 13,378 shares; 2024Q3: 13,338 shares; 2024Q4: 13,278 shares; 2025Q1: 13,222 shares; 2025Q2: 13,358 shares; 2025Q3: 13,220 shares; 2025Q4: 13,193 shares 13,193 $1.29M 0.08% -27 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,070 shares; 2024Q2: 10,070 shares; 2024Q3: 9,746 shares; 2024Q4: 9,493 shares; 2025Q1: 9,253 shares; 2025Q2: 9,278 shares; 2025Q3: 9,280 shares; 2025Q4: 9,711 shares 9,711 $1.25M 0.07% +431 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,365 shares; 2024Q2: 15,165 shares; 2024Q3: 15,595 shares; 2024Q4: 14,210 shares; 2025Q1: 15,220 shares; 2025Q2: 15,664 shares; 2025Q3: 14,394 shares; 2025Q4: 14,216 shares 14,216 $1.24M 0.07% -178 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,114 shares; 2024Q2: 1,116 shares; 2024Q3: 957 shares; 2024Q4: 955 shares; 2025Q1: 987 shares; 2025Q2: 993 shares; 2025Q3: 995 shares; 2025Q4: 1,001 shares 1,001 $1.22M 0.07% +6 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,380 shares; 2024Q2: 5,387 shares; 2024Q3: 5,380 shares; 2024Q4: 5,380 shares; 2025Q1: 5,425 shares; 2025Q2: 5,426 shares; 2025Q3: 5,430 shares; 2025Q4: 5,425 shares 5,425 $1.21M 0.07% -5 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,979 shares; 2024Q2: 12,445 shares; 2024Q3: 11,588 shares; 2024Q4: 10,256 shares; 2025Q1: 9,323 shares; 2025Q2: 10,419 shares; 2025Q3: 25,402 shares; 2025Q4: 27,606 shares 27,606 $1.15M 0.07% +2,204 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; 2024Q1: 2,727 shares; 2024Q2: 2,719 shares; 2024Q3: 2,718 shares; 2024Q4: 2,566 shares; 2025Q1: 2,536 shares; 2025Q2: 2,538 shares; 2025Q3: 2,406 shares; 2025Q4: 2,355 shares 2,355 $1.14M 0.07% -51 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,435 shares; 2024Q2: 8,255 shares; 2024Q3: 8,255 shares; 2024Q4: 8,255 shares; 2025Q1: 8,255 shares; 2025Q2: 8,255 shares; 2025Q3: 8,255 shares; 2025Q4: 8,255 shares 8,255 $1.14M 0.07% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,336 shares 17,336 $1.12M 0.07% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,526 shares; 2024Q2: 6,526 shares; 2024Q3: 6,456 shares; 2024Q4: 6,412 shares; 2025Q1: 6,724 shares; 2025Q2: 6,596 shares; 2025Q3: 6,626 shares; 2025Q4: 6,848 shares 6,848 $1.11M 0.06% +222 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; 2024Q1: 1,830 shares; 2024Q2: 1,795 shares; 2024Q3: 1,742 shares; 2024Q4: 1,818 shares; 2025Q1: 1,818 shares; 2025Q2: 1,818 shares; 2025Q3: 1,818 shares; 2025Q4: 1,818 shares 1,818 $1.1M 0.06% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 672 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,372 shares; 2025Q2: 4,408 shares; 2025Q3: 4,416 shares; 2025Q4: 4,099 shares 4,099 $1.09M 0.06% -317 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47,132 shares; 2024Q2: 41,264 shares; 2024Q3: 40,772 shares; 2024Q4: 45,170 shares; 2025Q1: 42,400 shares; 2025Q2: 42,264 shares; 2025Q3: 41,684 shares; 2025Q4: 43,681 shares 43,681 $1.09M 0.06% +1,997 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,384 shares; 2024Q2: not reported; 2024Q3: 7,845 shares; 2024Q4: 7,681 shares; 2025Q1: 7,744 shares; 2025Q2: 7,889 shares; 2025Q3: 7,750 shares; 2025Q4: 7,678 shares 7,678 $1.08M 0.06% -72 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,374 shares; 2024Q2: 20,374 shares; 2024Q3: 20,302 shares; 2024Q4: 18,690 shares; 2025Q1: 18,678 shares; 2025Q2: 18,638 shares; 2025Q3: 18,579 shares; 2025Q4: 18,489 shares 18,489 $1.07M 0.06% -90 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,626 shares; 2024Q2: not reported; 2024Q3: 13,991 shares; 2024Q4: 7,691 shares; 2025Q1: 7,644 shares; 2025Q2: 7,628 shares; 2025Q3: 7,618 shares; 2025Q4: 7,553 shares 7,553 $1.07M 0.06% -65 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,780 shares; 2024Q2: 14,597 shares; 2024Q3: 14,443 shares; 2024Q4: 14,443 shares; 2025Q1: 14,168 shares; 2025Q2: 14,168 shares; 2025Q3: 13,867 shares; 2025Q4: 13,867 shares 13,867 $1.03M 0.06% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,449 shares; 2024Q2: not reported; 2024Q3: 3,395 shares; 2024Q4: 3,374 shares; 2025Q1: 3,227 shares; 2025Q2: 3,222 shares; 2025Q3: 3,168 shares; 2025Q4: 3,123 shares 3,123 $1.01M 0.06% -45 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; 2024Q1: 4,886 shares; 2024Q2: 4,869 shares; 2024Q3: 5,057 shares; 2024Q4: 4,579 shares; 2025Q1: 4,595 shares; 2025Q2: 4,726 shares; 2025Q3: 4,631 shares; 2025Q4: 4,465 shares 4,465 $932K 0.05% -166 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,478 shares; 2024Q2: not reported; 2024Q3: 11,390 shares; 2024Q4: 10,796 shares; 2025Q1: 10,021 shares; 2025Q2: 9,858 shares; 2025Q3: 9,830 shares; 2025Q4: 9,586 shares 9,586 $929K 0.05% -244 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,000 shares; 2024Q2: 1,062 shares; 2024Q3: 1,059 shares; 2024Q4: 2,114 shares; 2025Q1: 2,068 shares; 2025Q2: 2,061 shares; 2025Q3: 1,634 shares; 2025Q4: 1,620 shares 1,620 $928K 0.05% -14 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,854 shares; 2024Q2: 2,870 shares; 2024Q3: 5,740 shares; 2024Q4: 5,646 shares; 2025Q1: 5,028 shares; 2025Q2: 5,028 shares; 2025Q3: 5,028 shares; 2025Q4: 5,041 shares 5,041 $900K 0.05% +13 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,487 shares; 2024Q2: 10,651 shares; 2024Q3: 11,053 shares; 2024Q4: 10,997 shares; 2025Q1: 11,055 shares; 2025Q2: 11,101 shares; 2025Q3: 11,103 shares; 2025Q4: 11,326 shares 11,326 $894K 0.05% +223 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,692 shares; 2024Q2: 10,692 shares; 2024Q3: 10,507 shares; 2024Q4: 10,430 shares; 2025Q1: 10,551 shares; 2025Q2: 10,409 shares; 2025Q3: 10,409 shares; 2025Q4: 10,825 shares 10,825 $888K 0.05% +416 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,910 shares; 2024Q2: 18,480 shares; 2024Q3: 16,989 shares; 2024Q4: 16,979 shares; 2025Q1: 16,980 shares; 2025Q2: 17,484 shares; 2025Q3: 17,630 shares; 2025Q4: 17,982 shares 17,982 $882K 0.05% +352 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; 2024Q1: 12,332 shares; 2024Q2: 12,472 shares; 2024Q3: 10,493 shares; 2024Q4: 10,140 shares; 2025Q1: 10,590 shares; 2025Q2: 10,795 shares; 2025Q3: 10,676 shares; 2025Q4: 10,964 shares 10,964 $880K 0.05% +288 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; 2024Q1: 2,754 shares; 2024Q2: 2,748 shares; 2024Q3: 2,794 shares; 2024Q4: 2,604 shares; 2025Q1: 2,616 shares; 2025Q2: 2,647 shares; 2025Q3: 2,676 shares; 2025Q4: 2,648 shares 2,648 $874K 0.05% -28 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; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $842K 0.05% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,544 shares; 2024Q2: 7,544 shares; 2024Q3: 8,938 shares; 2024Q4: 10,963 shares; 2025Q1: 12,284 shares; 2025Q2: 12,094 shares; 2025Q3: 12,144 shares; 2025Q4: 12,538 shares 12,538 $839K 0.05% +394 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,714 shares; 2024Q2: 7,714 shares; 2024Q3: 7,583 shares; 2024Q4: 7,530 shares; 2025Q1: 7,951 shares; 2025Q2: 7,847 shares; 2025Q3: 7,882 shares; 2025Q4: 8,143 shares 8,143 $836K 0.05% +261 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,812 shares; 2024Q2: 8,317 shares; 2024Q3: 8,688 shares; 2024Q4: 7,412 shares; 2025Q1: 7,336 shares; 2025Q2: 7,494 shares; 2025Q3: 7,235 shares; 2025Q4: 6,910 shares 6,910 $810K 0.05% -325 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,192 shares; 2024Q2: not reported; 2024Q3: 4,396 shares; 2024Q4: 4,572 shares; 2025Q1: 4,383 shares; 2025Q2: 4,377 shares; 2025Q3: 4,371 shares; 2025Q4: 3,848 shares 3,848 $809K 0.05% -523 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,037 shares; 2024Q2: not reported; 2024Q3: 6,520 shares; 2024Q4: 6,394 shares; 2025Q1: 6,189 shares; 2025Q2: 6,169 shares; 2025Q3: 6,136 shares; 2025Q4: 6,066 shares 6,066 $798K 0.05% -70 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,811 shares; 2024Q2: not reported; 2024Q3: 3,041 shares; 2024Q4: 3,052 shares; 2025Q1: 3,142 shares; 2025Q2: 3,246 shares; 2025Q3: 3,246 shares; 2025Q4: 3,242 shares 3,242 $798K 0.05% -4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 120,016 shares; 2024Q2: 71,070 shares; 2024Q3: 9,372 shares; 2024Q4: 9,561 shares; 2025Q1: 12,253 shares; 2025Q2: 12,933 shares; 2025Q3: 13,547 shares; 2025Q4: 13,613 shares 13,613 $798K 0.05% +66 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; 2024Q1: 7,083 shares; 2024Q2: 7,053 shares; 2024Q3: 7,050 shares; 2024Q4: 7,011 shares; 2025Q1: 6,983 shares; 2025Q2: 7,617 shares; 2025Q3: 7,693 shares; 2025Q4: 8,334 shares 8,334 $777K 0.05% +641 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 46,671 shares; 2024Q2: 45,350 shares; 2024Q3: 44,924 shares; 2024Q4: 44,924 shares; 2025Q1: 47,424 shares; 2025Q2: 47,469 shares; 2025Q3: 47,517 shares; 2025Q4: 46,840 shares 46,840 $772K 0.05% -677 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; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares 1 $755K 0.04% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,359 shares; 2024Q2: 20,009 shares; 2024Q3: 20,019 shares; 2024Q4: 17,922 shares; 2025Q1: 19,140 shares; 2025Q2: 11,504 shares; 2025Q3: 11,499 shares; 2025Q4: 12,791 shares 12,791 $750K 0.04% +1,292 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,459 shares; 2025Q2: 1,475 shares; 2025Q3: 1,526 shares; 2025Q4: 1,594 shares 1,594 $747K 0.04% +68 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; 2024Q1: 14,026 shares; 2024Q2: 13,852 shares; 2024Q3: 13,852 shares; 2024Q4: 13,852 shares; 2025Q1: 13,802 shares; 2025Q2: 13,557 shares; 2025Q3: 15,687 shares; 2025Q4: 15,521 shares 15,521 $723K 0.04% -166 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,701 shares; 2025Q3: 18,722 shares; 2025Q4: 18,131 shares 18,131 $718K 0.04% -591 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,419 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares 40,000 $712K 0.04% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,836 shares; 2024Q2: 3,836 shares; 2024Q3: 3,781 shares; 2024Q4: 3,756 shares; 2025Q1: 3,792 shares; 2025Q2: 3,745 shares; 2025Q3: 3,739 shares; 2025Q4: 3,862 shares 3,862 $704K 0.04% +123 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; 2024Q1: 1,491 shares; 2024Q2: 1,732 shares; 2024Q3: 1,732 shares; 2024Q4: 1,856 shares; 2025Q1: 1,688 shares; 2025Q2: 1,573 shares; 2025Q3: 1,490 shares; 2025Q4: 1,764 shares 1,764 $699K 0.04% +274 Timeline VTEI 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,459 shares; 2025Q4: 6,922 shares 6,922 $698K 0.04% +3,463 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,341 shares; 2024Q2: 23,341 shares; 2024Q3: 23,498 shares; 2024Q4: 23,338 shares; 2025Q1: 24,448 shares; 2025Q2: 22,214 shares; 2025Q3: 28,781 shares; 2025Q4: 29,792 shares 29,792 $693K 0.04% +1,011 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; 2024Q1: 5,396 shares; 2024Q2: 5,288 shares; 2024Q3: 4,202 shares; 2024Q4: 4,127 shares; 2025Q1: 4,095 shares; 2025Q2: 3,650 shares; 2025Q3: 3,612 shares; 2025Q4: 3,540 shares 3,540 $691K 0.04% -72 Timeline NN NEXTNAV INC More: the full row for NEXTNAV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 41,000 shares; 2025Q1: 41,000 shares; 2025Q2: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares 41,000 $682K 0.04% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,154 shares; 2024Q2: not reported; 2024Q3: 18,584 shares; 2024Q4: 18,520 shares; 2025Q1: 16,906 shares; 2025Q2: 16,699 shares; 2025Q3: 14,567 shares; 2025Q4: 14,206 shares 14,206 $667K 0.04% -361 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,387 shares 14,387 $662K 0.04% new 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; 2024Q1: 6,462 shares; 2024Q2: 6,548 shares; 2024Q3: 5,133 shares; 2024Q4: 4,783 shares; 2025Q1: 4,751 shares; 2025Q2: 4,749 shares; 2025Q3: 4,834 shares; 2025Q4: 4,960 shares 4,960 $658K 0.04% +126 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; 2024Q1: 6,335 shares; 2024Q2: 6,033 shares; 2024Q3: 5,983 shares; 2024Q4: 5,589 shares; 2025Q1: 5,689 shares; 2025Q2: 4,689 shares; 2025Q3: 3,189 shares; 2025Q4: 2,986 shares 2,986 $656K 0.04% -203 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,994 shares; 2024Q2: 1,933 shares; 2024Q3: 957 shares; 2024Q4: 1,021 shares; 2025Q1: 1,227 shares; 2025Q2: 1,233 shares; 2025Q3: 1,310 shares; 2025Q4: 1,456 shares 1,456 $655K 0.04% +146 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,686 shares; 2024Q2: 5,554 shares; 2024Q3: 5,534 shares; 2024Q4: 5,213 shares; 2025Q1: 5,191 shares; 2025Q2: 5,111 shares; 2025Q3: 5,111 shares; 2025Q4: 4,749 shares 4,749 $655K 0.04% -362 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; 2024Q1: 8,390 shares; 2024Q2: 8,337 shares; 2024Q3: 8,299 shares; 2024Q4: 8,054 shares; 2025Q1: 8,054 shares; 2025Q2: 8,054 shares; 2025Q3: 7,273 shares; 2025Q4: 14,546 shares 14,546 $650K 0.04% +7,273 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,025 shares; 2024Q2: 16,625 shares; 2024Q3: 16,025 shares; 2024Q4: 16,025 shares; 2025Q1: 16,025 shares; 2025Q2: 16,025 shares; 2025Q3: 16,025 shares; 2025Q4: 16,025 shares 16,025 $624K 0.04% 0 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares 3,500 $623K 0.04% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,674 shares; 2024Q2: 14,104 shares; 2024Q3: 13,688 shares; 2024Q4: 13,688 shares; 2025Q1: 13,427 shares; 2025Q2: 13,372 shares; 2025Q3: 13,359 shares; 2025Q4: 13,287 shares 13,287 $621K 0.04% -72 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,681 shares 7,681 $620K 0.04% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,195 shares; 2025Q3: 4,201 shares; 2025Q4: 4,591 shares 4,591 $610K 0.04% +390 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,657 shares; 2024Q2: not reported; 2024Q3: 16,693 shares; 2024Q4: 3,657 shares; 2025Q1: 5,049 shares; 2025Q2: 5,395 shares; 2025Q3: 5,367 shares; 2025Q4: 5,952 shares 5,952 $594K 0.03% +585 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 111 shares 111 $594K 0.03% +1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,528 shares; 2024Q2: not reported; 2024Q3: 6,075 shares; 2024Q4: 4,858 shares; 2025Q1: 4,858 shares; 2025Q2: 4,858 shares; 2025Q3: 4,858 shares; 2025Q4: 4,858 shares 4,858 $580K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,518 shares; 2024Q2: 1,548 shares; 2024Q3: 1,512 shares; 2024Q4: 1,467 shares; 2025Q1: 1,434 shares; 2025Q2: 1,477 shares; 2025Q3: 1,508 shares; 2025Q4: 1,866 shares 1,866 $575K 0.03% +358 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,615 shares; 2024Q2: 9,088 shares; 2024Q3: 7,506 shares; 2024Q4: 6,232 shares; 2025Q1: 5,448 shares; 2025Q2: 5,287 shares; 2025Q3: 4,956 shares; 2025Q4: 4,934 shares 4,934 $569K 0.03% -22 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,088 shares; 2024Q2: 9,088 shares; 2024Q3: 8,076 shares; 2024Q4: 8,076 shares; 2025Q1: 8,076 shares; 2025Q2: 7,909 shares; 2025Q3: 7,294 shares; 2025Q4: 7,294 shares 7,294 $564K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,483 shares; 2024Q2: 2,528 shares; 2024Q3: 2,482 shares; 2024Q4: 2,439 shares; 2025Q1: 2,374 shares; 2025Q2: 2,374 shares; 2025Q3: 2,141 shares; 2025Q4: 2,141 shares 2,141 $562K 0.03% 0 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,027 shares; 2024Q2: 8,027 shares; 2024Q3: 8,027 shares; 2024Q4: 8,027 shares; 2025Q1: 7,865 shares; 2025Q2: 7,865 shares; 2025Q3: 7,248 shares; 2025Q4: 7,248 shares 7,248 $562K 0.03% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,363 shares; 2024Q2: 16,654 shares; 2024Q3: 16,908 shares; 2024Q4: 16,112 shares; 2025Q1: 16,903 shares; 2025Q2: 16,713 shares; 2025Q3: 12,793 shares; 2025Q4: 13,207 shares 13,207 $546K 0.03% +414 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; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 610 shares; 2025Q3: 610 shares; 2025Q4: 722 shares 722 $544K 0.03% +112 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,841 shares; 2024Q2: not reported; 2024Q3: 3,831 shares; 2024Q4: 3,831 shares; 2025Q1: 3,811 shares; 2025Q2: 3,811 shares; 2025Q3: 3,811 shares; 2025Q4: 3,811 shares 3,811 $538K 0.03% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,915 shares; 2024Q2: 3,839 shares; 2024Q3: 4,073 shares; 2024Q4: 3,814 shares; 2025Q1: 3,826 shares; 2025Q2: 4,122 shares; 2025Q3: 4,209 shares; 2025Q4: 4,199 shares 4,199 $536K 0.03% -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; 2024Q1: 3,109 shares; 2024Q2: 2,881 shares; 2024Q3: 3,043 shares; 2024Q4: 2,847 shares; 2025Q1: 2,433 shares; 2025Q2: 2,487 shares; 2025Q3: 2,472 shares; 2025Q4: 2,458 shares 2,458 $534K 0.03% -14 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,687 shares 11,687 $528K 0.03% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,699 shares; 2024Q2: 2,676 shares; 2024Q3: 2,635 shares; 2024Q4: 2,616 shares; 2025Q1: 2,643 shares; 2025Q2: 2,603 shares; 2025Q3: 2,603 shares; 2025Q4: 2,707 shares 2,707 $526K 0.03% +104 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,591 shares; 2025Q3: 18,503 shares; 2025Q4: 10,408 shares 10,408 $517K 0.03% -8,095 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,754 shares 7,754 $507K 0.03% new Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,041 shares; 2024Q2: 11,951 shares; 2024Q3: 12,523 shares; 2024Q4: 11,439 shares; 2025Q1: 14,498 shares; 2025Q2: 14,571 shares; 2025Q3: 15,204 shares; 2025Q4: 16,778 shares 16,778 $507K 0.03% +1,574 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,817 shares; 2024Q2: not reported; 2024Q3: 2,917 shares; 2024Q4: 2,901 shares; 2025Q1: 2,765 shares; 2025Q2: 2,762 shares; 2025Q3: 2,759 shares; 2025Q4: 2,746 shares 2,746 $498K 0.03% -13 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,612 shares; 2024Q2: not reported; 2024Q3: 9,597 shares; 2024Q4: 12,104 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 7,375 shares; 2025Q4: 5,040 shares 5,040 $485K 0.03% -2,335 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,332 shares; 2024Q2: 2,332 shares; 2024Q3: 2,332 shares; 2024Q4: 2,332 shares; 2025Q1: 2,332 shares; 2025Q2: 2,335 shares; 2025Q3: 2,335 shares; 2025Q4: 2,335 shares 2,335 $484K 0.03% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,145 shares; 2024Q2: 7,192 shares; 2024Q3: 7,192 shares; 2024Q4: 7,188 shares; 2025Q1: 7,274 shares; 2025Q2: 7,275 shares; 2025Q3: 7,270 shares; 2025Q4: 7,269 shares 7,269 $483K 0.03% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 28,894 shares; 2024Q2: 29,301 shares; 2024Q3: 24,264 shares; 2024Q4: 17,213 shares; 2025Q1: 15,720 shares; 2025Q2: 13,049 shares; 2025Q3: 12,157 shares; 2025Q4: 12,930 shares 12,930 $477K 0.03% +773 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,772 shares; 2024Q2: 3,772 shares; 2024Q3: 4,150 shares; 2024Q4: 5,644 shares; 2025Q1: 5,644 shares; 2025Q2: 5,793 shares; 2025Q3: 5,809 shares; 2025Q4: 5,159 shares 5,159 $477K 0.03% -650 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 40,000 shares; 2024Q2: 40,000 shares; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,411 shares; 2025Q3: 40,411 shares; 2025Q4: 40,411 shares 40,411 $474K 0.03% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 684 shares 684 $470K 0.03% new Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,600 shares 19,600 $468K 0.03% new 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; 2024Q1: 5,829 shares; 2024Q2: 5,606 shares; 2024Q3: 6,806 shares; 2024Q4: 5,992 shares; 2025Q1: 5,588 shares; 2025Q2: 5,525 shares; 2025Q3: 8,130 shares; 2025Q4: 8,203 shares 8,203 $462K 0.03% +73 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 488 shares; 2025Q1: 472 shares; 2025Q2: 496 shares; 2025Q3: 501 shares; 2025Q4: 432 shares 432 $462K 0.03% -69 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 777 shares; 2024Q2: 757 shares; 2024Q3: 917 shares; 2024Q4: 882 shares; 2025Q1: 979 shares; 2025Q2: 1,062 shares; 2025Q3: 1,067 shares; 2025Q4: 1,420 shares 1,420 $460K 0.03% +353 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; 2024Q1: 10,905 shares; 2024Q2: 10,381 shares; 2024Q3: 10,129 shares; 2024Q4: 10,073 shares; 2025Q1: 10,154 shares; 2025Q2: 9,677 shares; 2025Q3: 8,861 shares; 2025Q4: 9,125 shares 9,125 $459K 0.03% +264 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25,073 shares; 2024Q2: 25,002 shares; 2024Q3: 25,002 shares; 2024Q4: 24,931 shares; 2025Q1: 24,823 shares; 2025Q2: 24,823 shares; 2025Q3: 24,823 shares; 2025Q4: 9,401 shares 9,401 $437K 0.03% -15,422 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,566 shares; 2024Q2: 20,566 shares; 2024Q3: 19,960 shares; 2024Q4: 17,670 shares; 2025Q1: 17,670 shares; 2025Q2: 17,670 shares; 2025Q3: 9,670 shares; 2025Q4: 9,717 shares 9,717 $431K 0.03% +47 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,916 shares; 2024Q2: 12,916 shares; 2024Q3: 12,531 shares; 2024Q4: 11,931 shares; 2025Q1: 11,263 shares; 2025Q2: 11,458 shares; 2025Q3: 11,348 shares; 2025Q4: 11,159 shares 11,159 $428K 0.03% -189 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; 2024Q1: 11,489 shares; 2024Q2: 11,338 shares; 2024Q3: 11,799 shares; 2024Q4: 10,855 shares; 2025Q1: 10,445 shares; 2025Q2: 10,457 shares; 2025Q3: 9,150 shares; 2025Q4: 7,935 shares 7,935 $427K 0.02% -1,215 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,250 shares; 2024Q2: 1,250 shares; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,260 shares; 2025Q3: 1,264 shares; 2025Q4: 1,260 shares 1,260 $426K 0.02% -4 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,545 shares 4,545 $423K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,815 shares; 2024Q2: 7,804 shares; 2024Q3: 8,905 shares; 2024Q4: 7,806 shares; 2025Q1: 8,510 shares; 2025Q2: 8,703 shares; 2025Q3: 7,655 shares; 2025Q4: 6,840 shares 6,840 $411K 0.02% -815 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,973 shares; 2024Q2: 5,695 shares; 2024Q3: 5,570 shares; 2024Q4: 5,508 shares; 2025Q1: 5,181 shares; 2025Q2: 5,061 shares; 2025Q3: 5,033 shares; 2025Q4: 5,132 shares 5,132 $406K 0.02% +99 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,820 shares; 2024Q2: 1,820 shares; 2024Q3: 1,820 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares 1,820 $405K 0.02% 0 Timeline JHMU JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,400 shares; 2025Q2: 15,400 shares; 2025Q3: 15,400 shares; 2025Q4: 15,400 shares 15,400 $403K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,733 shares; 2024Q2: not reported; 2024Q3: 4,711 shares; 2024Q4: 4,711 shares; 2025Q1: 4,711 shares; 2025Q2: 4,696 shares; 2025Q3: 4,696 shares; 2025Q4: 4,114 shares 4,114 $396K 0.02% -582 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,209 shares; 2024Q4: 1,936 shares; 2025Q1: 2,099 shares; 2025Q2: 2,119 shares; 2025Q3: 2,183 shares; 2025Q4: 2,184 shares 2,184 $388K 0.02% +1 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; 2024Q1: 3,349 shares; 2024Q2: 3,380 shares; 2024Q3: 3,267 shares; 2024Q4: 3,286 shares; 2025Q1: 3,286 shares; 2025Q2: 3,356 shares; 2025Q3: 2,459 shares; 2025Q4: 2,190 shares 2,190 $384K 0.02% -269 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,343 shares; 2024Q2: 3,504 shares; 2024Q3: 4,011 shares; 2024Q4: 4,162 shares; 2025Q1: 4,219 shares; 2025Q2: 4,210 shares; 2025Q3: 4,277 shares; 2025Q4: 3,258 shares 3,258 $380K 0.02% -1,019 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; 2024Q1: 2,012 shares; 2024Q2: 1,965 shares; 2024Q3: 1,960 shares; 2024Q4: 1,847 shares; 2025Q1: 1,800 shares; 2025Q2: 1,805 shares; 2025Q3: 1,794 shares; 2025Q4: 1,773 shares 1,773 $376K 0.02% -21 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; 2024Q1: 10,683 shares; 2024Q2: 6,198 shares; 2024Q3: 5,568 shares; 2024Q4: 4,614 shares; 2025Q1: 4,555 shares; 2025Q2: 4,628 shares; 2025Q3: 4,630 shares; 2025Q4: 4,715 shares 4,715 $374K 0.02% +85 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,580 shares 2,580 $365K 0.02% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,469 shares; 2025Q3: 5,499 shares; 2025Q4: 6,011 shares 6,011 $361K 0.02% +512 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,547 shares; 2024Q2: 5,485 shares; 2024Q3: 5,485 shares; 2024Q4: 5,485 shares; 2025Q1: 5,210 shares; 2025Q2: 5,210 shares; 2025Q3: 5,161 shares; 2025Q4: 5,161 shares 5,161 $360K 0.02% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,289 shares; 2025Q4: 18,289 shares 18,289 $354K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,556 shares; 2024Q2: 2,564 shares; 2024Q3: 2,556 shares; 2024Q4: 2,556 shares; 2025Q1: 2,556 shares; 2025Q2: 2,557 shares; 2025Q3: 2,585 shares; 2025Q4: 2,585 shares 2,585 $352K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,732 shares; 2024Q2: 4,732 shares; 2024Q3: 4,236 shares; 2024Q4: 4,236 shares; 2025Q1: 4,262 shares; 2025Q2: 4,262 shares; 2025Q3: 4,294 shares; 2025Q4: 3,512 shares 3,512 $349K 0.02% -782 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,066 shares; 2025Q4: 10,592 shares 10,592 $347K 0.02% -474 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,535 shares 14,535 $344K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,898 shares; 2024Q2: 2,898 shares; 2024Q3: 2,732 shares; 2024Q4: 2,494 shares; 2025Q1: 2,409 shares; 2025Q2: 2,368 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares 2,145 $343K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,981 shares; 2024Q2: not reported; 2024Q3: 25,287 shares; 2024Q4: 24,487 shares; 2025Q1: 24,487 shares; 2025Q2: 24,500 shares; 2025Q3: 26,800 shares; 2025Q4: 25,923 shares 25,923 $340K 0.02% -877 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,294 shares; 2024Q2: 2,143 shares; 2024Q3: 1,543 shares; 2024Q4: 1,679 shares; 2025Q1: 1,640 shares; 2025Q2: 1,664 shares; 2025Q3: 1,779 shares; 2025Q4: 1,779 shares 1,779 $340K 0.02% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,808 shares; 2025Q1: 1,808 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 2,528 shares 2,528 $337K 0.02% +720 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 35,391 shares; 2024Q2: 36,034 shares; 2024Q3: 36,388 shares; 2024Q4: 37,030 shares; 2025Q1: 37,212 shares; 2025Q2: 38,056 shares; 2025Q3: 3,286 shares; 2025Q4: 2,409 shares 2,409 $332K 0.02% -877 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,003 shares; 2024Q2: 2,003 shares; 2024Q3: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 2,356 shares; 2025Q2: 2,003 shares; 2025Q3: 2,007 shares; 2025Q4: 2,003 shares 2,003 $327K 0.02% -4 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; 2024Q1: 744 shares; 2024Q2: 756 shares; 2024Q3: 756 shares; 2024Q4: 1,512 shares; 2025Q1: 1,512 shares; 2025Q2: 1,540 shares; 2025Q3: 1,666 shares; 2025Q4: 1,766 shares 1,766 $325K 0.02% +100 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 390 shares; 2025Q4: 493 shares 493 $322K 0.02% +103 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,636 shares 5,636 $320K 0.02% new 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; 2024Q1: not reported; 2024Q2: 1,522 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,103 shares 1,103 $315K 0.02% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,796 shares; 2024Q2: 1,794 shares; 2024Q3: 1,756 shares; 2024Q4: 1,596 shares; 2025Q1: 1,614 shares; 2025Q2: 1,795 shares; 2025Q3: 1,767 shares; 2025Q4: 1,571 shares 1,571 $312K 0.02% -196 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,017 shares; 2024Q4: 5,050 shares; 2025Q1: 5,356 shares; 2025Q2: 5,475 shares; 2025Q3: 5,296 shares; 2025Q4: 5,108 shares 5,108 $306K 0.02% -188 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,975 shares; 2024Q2: 2,801 shares; 2024Q3: 2,740 shares; 2024Q4: 2,634 shares; 2025Q1: 2,470 shares; 2025Q2: 2,406 shares; 2025Q3: 2,335 shares; 2025Q4: 2,329 shares 2,329 $301K 0.02% -6 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,372 shares; 2024Q2: 2,508 shares; 2024Q3: 2,459 shares; 2024Q4: 2,303 shares; 2025Q1: 2,279 shares; 2025Q2: 2,474 shares; 2025Q3: 2,486 shares; 2025Q4: 2,649 shares 2,649 $297K 0.02% +163 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,342 shares 1,342 $287K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 783 shares; 2024Q2: 800 shares; 2024Q3: 792 shares; 2024Q4: 778 shares; 2025Q1: 779 shares; 2025Q2: 793 shares; 2025Q3: 799 shares; 2025Q4: 814 shares 814 $286K 0.02% +15 Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares 15,000 $284K 0.02% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,172 shares; 2024Q2: 2,172 shares; 2024Q3: 2,172 shares; 2024Q4: 2,172 shares; 2025Q1: 2,172 shares; 2025Q2: 2,172 shares; 2025Q3: 2,172 shares; 2025Q4: 2,172 shares 2,172 $282K 0.02% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,412 shares; 2024Q2: 5,361 shares; 2024Q3: 2,826 shares; 2024Q4: 6,826 shares; 2025Q1: 7,276 shares; 2025Q2: 7,244 shares; 2025Q3: 7,366 shares; 2025Q4: 3,366 shares 3,366 $275K 0.02% -4,000 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; 2024Q1: 19,050 shares; 2024Q2: 18,431 shares; 2024Q3: 21,269 shares; 2024Q4: 16,565 shares; 2025Q1: 16,133 shares; 2025Q2: 16,139 shares; 2025Q3: 15,401 shares; 2025Q4: 15,331 shares 15,331 $266K 0.02% -70 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; 2024Q1: 1,326 shares; 2024Q2: 1,343 shares; 2024Q3: 1,252 shares; 2024Q4: 975 shares; 2025Q1: 1,100 shares; 2025Q2: 1,102 shares; 2025Q3: 1,108 shares; 2025Q4: 1,015 shares 1,015 $263K 0.02% -93 Timeline SPGP 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,281 shares; 2025Q1: 2,281 shares; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,281 shares 2,281 $260K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,633 shares; 2024Q2: 4,132 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,001 shares; 2025Q3: 4,001 shares; 2025Q4: 4,001 shares 4,001 $258K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,062 shares 3,062 $249K 0.01% new Timeline JPEM 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; 2024Q1: 6,637 shares; 2024Q2: 4,957 shares; 2024Q3: 4,957 shares; 2024Q4: 4,763 shares; 2025Q1: 4,093 shares; 2025Q2: 4,093 shares; 2025Q3: 4,093 shares; 2025Q4: 4,093 shares 4,093 $249K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,076 shares; 2024Q2: 7,076 shares; 2024Q3: 6,426 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,100 shares 7,100 $247K 0.01% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,992 shares; 2025Q3: 4,992 shares; 2025Q4: 4,941 shares 4,941 $247K 0.01% -51 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; 2024Q1: 1,742 shares; 2024Q2: 1,760 shares; 2024Q3: 1,414 shares; 2024Q4: 1,414 shares; 2025Q1: 1,344 shares; 2025Q2: 1,395 shares; 2025Q3: 1,312 shares; 2025Q4: 1,252 shares 1,252 $243K 0.01% -60 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 140,077 shares; 2024Q2: 142,347 shares; 2024Q3: 74,533 shares; 2024Q4: 5,194 shares; 2025Q1: not reported; 2025Q2: 4,478 shares; 2025Q3: 4,458 shares; 2025Q4: 4,138 shares 4,138 $242K 0.01% -320 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,221 shares; 2024Q2: 1,045 shares; 2024Q3: 1,045 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,041 shares; 2025Q3: 1,039 shares; 2025Q4: 965 shares 965 $242K 0.01% -74 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 742 shares; 2025Q2: 747 shares; 2025Q3: 758 shares; 2025Q4: 772 shares 772 $241K 0.01% +14 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 883 shares; 2024Q2: 883 shares; 2024Q3: 883 shares; 2024Q4: 863 shares; 2025Q1: 955 shares; 2025Q2: 955 shares; 2025Q3: 926 shares; 2025Q4: 926 shares 926 $240K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,060 shares; 2024Q2: not reported; 2024Q3: 4,060 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $239K 0.01% 0 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares 1,200 $230K 0.01% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,032 shares; 2024Q2: 6,846 shares; 2024Q3: 6,768 shares; 2024Q4: 6,489 shares; 2025Q1: 4,617 shares; 2025Q2: 4,617 shares; 2025Q3: 4,611 shares; 2025Q4: 4,604 shares 4,604 $228K 0.01% -7 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,316 shares; 2024Q2: 2,316 shares; 2024Q3: 2,316 shares; 2024Q4: 2,316 shares; 2025Q1: 2,316 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,316 shares 2,316 $227K 0.01% 0 Timeline PLGO PELAGOS INS CAP LTD More: the full row for PELAGOS INS CAP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,562 shares; 2025Q3: 11,562 shares; 2025Q4: 11,562 shares 11,562 $226K 0.01% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,881 shares; 2025Q3: 1,881 shares; 2025Q4: 1,881 shares 1,881 $224K 0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 666 shares; 2024Q4: 1,144 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 486 shares; 2025Q4: 454 shares 454 $221K 0.01% -32 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: 486 shares 486 $221K 0.01% -68 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,350 shares; 2024Q2: 26,961 shares; 2024Q3: 27,650 shares; 2024Q4: 38,325 shares; 2025Q1: 39,034 shares; 2025Q2: 40,097 shares; 2025Q3: 26,720 shares; 2025Q4: 16,556 shares 16,556 $220K 0.01% -10,164 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,030 shares; 2024Q2: 5,052 shares; 2024Q3: 5,332 shares; 2024Q4: 5,153 shares; 2025Q1: 5,049 shares; 2025Q2: 4,640 shares; 2025Q3: 4,527 shares; 2025Q4: 4,659 shares 4,659 $217K 0.01% +132 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,160 shares; 2024Q2: not reported; 2024Q3: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: not reported; 2025Q2: 3,160 shares; 2025Q3: 3,160 shares; 2025Q4: 2,892 shares 2,892 $217K 0.01% -268 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $216K 0.01% 0 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,246 shares 7,246 $214K 0.01% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: not reported; 2025Q2: 2,022 shares; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares 2,022 $214K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 682 shares; 2024Q2: not reported; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 545 shares; 2025Q4: 545 shares 545 $211K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,702 shares; 2024Q2: not reported; 2024Q3: 14,715 shares; 2024Q4: 14,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,335 shares 5,335 $210K 0.01% new 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; 2024Q1: 79,362 shares; 2024Q2: 80,755 shares; 2024Q3: 82,929 shares; 2024Q4: 82,383 shares; 2025Q1: 82,740 shares; 2025Q2: 80,071 shares; 2025Q3: 7,468 shares; 2025Q4: 4,853 shares 4,853 $210K 0.01% -2,615 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 292 shares; 2024Q3: 282 shares; 2024Q4: 262 shares; 2025Q1: 255 shares; 2025Q2: 260 shares; 2025Q3: 267 shares; 2025Q4: 1,365 shares 1,365 $209K 0.01% +1,098 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 722 shares; 2025Q4: 1,444 shares 1,444 $208K 0.01% +722 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,562 shares; 2025Q4: 3,476 shares 3,476 $207K 0.01% -86 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,554 shares; 2024Q2: 3,158 shares; 2024Q3: 2,849 shares; 2024Q4: 2,719 shares; 2025Q1: 2,690 shares; 2025Q2: 2,439 shares; 2025Q3: 2,322 shares; 2025Q4: 2,184 shares 2,184 $206K 0.01% -138 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,039 shares 2,039 $206K 0.01% +39 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,661 shares; 2024Q2: not reported; 2024Q3: 1,448 shares; 2024Q4: not reported; 2025Q1: 1,160 shares; 2025Q2: 1,160 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares 1,264 $205K 0.01% 0 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,625 shares; 2024Q2: 15,625 shares; 2024Q3: 15,625 shares; 2024Q4: 15,625 shares; 2025Q1: 15,625 shares; 2025Q2: 15,625 shares; 2025Q3: 15,625 shares; 2025Q4: 15,625 shares 15,625 $184K 0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,500 shares; 2024Q2: 21,304 shares; 2024Q3: 20,500 shares; 2024Q4: 20,500 shares; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: 15,500 shares; 2025Q4: 15,500 shares 15,500 $133K 0.01% 0 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,606 shares; 2024Q2: 32,636 shares; 2024Q3: 33,745 shares; 2024Q4: 34,936 shares; 2025Q1: 36,030 shares; 2025Q2: 37,459 shares; 2025Q3: 39,174 shares; 2025Q4: 41,184 shares 41,184 $107K 0.01% +2,010 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,042 shares; 2025Q4: 10,672 shares 10,672 $89K 0.01% -370 LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,464 shares; 2024Q2: 10,464 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $77.7K <0.01% 0 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,666 shares; 2025Q1: 16,666 shares; 2025Q2: 16,666 shares; 2025Q3: 10,098 shares; 2025Q4: 10,098 shares 10,098 $57.2K <0.01% 0 Timeline