VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,039 shares; 2024Q4: 103,623 shares; 2025Q1: 111,614 shares; 2025Q2: 114,807 shares; 2025Q3: 114,649 shares; 2025Q4: 121,148 shares; 2026Q1: 126,285 shares; 2026Q2: 129,234 shares 129,234 $47.8M 4.25% +2,949 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,057 shares; 2024Q4: 184,022 shares; 2025Q1: 171,341 shares; 2025Q2: 177,533 shares; 2025Q3: 176,703 shares; 2025Q4: 172,596 shares; 2026Q1: 174,081 shares; 2026Q2: 172,109 shares 172,109 $34.4M 3.06% -1,972 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 370,544 shares; 2024Q4: 370,603 shares; 2025Q1: 369,007 shares; 2025Q2: 372,940 shares; 2025Q3: 381,016 shares; 2025Q4: 383,785 shares; 2026Q1: 386,861 shares; 2026Q2: 397,969 shares 397,969 $30.1M 2.67% +11,108 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,197 shares; 2024Q4: 10,215 shares; 2025Q1: 9,517 shares; 2025Q2: 9,305 shares; 2025Q3: 35,661 shares; 2025Q4: 40,851 shares; 2026Q1: 36,589 shares; 2026Q2: 36,072 shares 36,072 $27M 2.4% -517 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,876 shares; 2024Q4: 178,566 shares; 2025Q1: 249,580 shares; 2025Q2: 281,460 shares; 2025Q3: 278,562 shares; 2025Q4: 273,355 shares; 2026Q1: 269,465 shares; 2026Q2: 268,080 shares 268,080 $25M 2.22% -1,385 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,690 shares; 2024Q4: 93,197 shares; 2025Q1: 84,464 shares; 2025Q2: 85,418 shares; 2025Q3: 85,491 shares; 2025Q4: 82,125 shares; 2026Q1: 83,342 shares; 2026Q2: 80,639 shares 80,639 $23.3M 2.07% -2,703 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,268 shares; 2024Q4: 153,258 shares; 2025Q1: 168,923 shares; 2025Q2: 171,910 shares; 2025Q3: 175,760 shares; 2025Q4: 179,568 shares; 2026Q1: 183,392 shares; 2026Q2: 182,054 shares 182,054 $22.7M 2.02% -1,338 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,379 shares; 2024Q4: 66,608 shares; 2025Q1: 60,415 shares; 2025Q2: 57,441 shares; 2025Q3: 57,812 shares; 2025Q4: 57,740 shares; 2026Q1: 59,170 shares; 2026Q2: 60,361 shares 60,361 $22.5M 2% +1,191 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,188 shares; 2024Q4: 107,588 shares; 2025Q1: 106,997 shares; 2025Q2: 107,113 shares; 2025Q3: 147,133 shares; 2025Q4: 73,905 shares; 2026Q1: 74,744 shares; 2026Q2: 73,918 shares 73,918 $22M 1.96% -826 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185,143 shares; 2024Q4: 194,813 shares; 2025Q1: 208,143 shares; 2025Q2: 215,883 shares; 2025Q3: 224,178 shares; 2025Q4: 232,434 shares; 2026Q1: 258,311 shares; 2026Q2: 262,844 shares 262,844 $19.3M 1.71% +4,533 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 412,477 shares; 2024Q4: 408,158 shares; 2025Q1: 399,373 shares; 2025Q2: 506,781 shares; 2025Q3: 503,086 shares; 2025Q4: 497,349 shares; 2026Q1: 499,442 shares; 2026Q2: 501,622 shares 501,622 $19.2M 1.7% +2,180 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,698 shares; 2024Q4: 51,792 shares; 2025Q1: 52,342 shares; 2025Q2: 53,427 shares; 2025Q3: 52,389 shares; 2025Q4: 50,678 shares; 2026Q1: 48,965 shares; 2026Q2: 47,912 shares 47,912 $16.9M 1.5% -1,053 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,051 shares; 2024Q4: 96,718 shares; 2025Q1: 94,686 shares; 2025Q2: 94,266 shares; 2025Q3: 92,073 shares; 2025Q4: 89,258 shares; 2026Q1: 87,652 shares; 2026Q2: 87,730 shares 87,730 $16.6M 1.48% +78 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,883 shares; 2024Q4: 97,329 shares; 2025Q1: 97,986 shares; 2025Q2: 93,142 shares; 2025Q3: 99,521 shares; 2025Q4: 95,943 shares; 2026Q1: 93,919 shares; 2026Q2: 93,567 shares 93,567 $16.5M 1.46% -352 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 447,796 shares; 2024Q4: 444,334 shares; 2025Q1: 434,275 shares; 2025Q2: 430,970 shares; 2025Q3: 418,908 shares; 2025Q4: 407,067 shares; 2026Q1: 408,581 shares; 2026Q2: 380,727 shares 380,727 $15.5M 1.37% -27,854 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,144 shares; 2024Q4: 42,184 shares; 2025Q1: 41,988 shares; 2025Q2: 41,829 shares; 2025Q3: 41,685 shares; 2025Q4: 41,424 shares; 2026Q1: 41,401 shares; 2026Q2: 41,371 shares 41,371 $15.2M 1.35% -30 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,980 shares; 2024Q4: 88,314 shares; 2025Q1: 103,769 shares; 2025Q2: 112,068 shares; 2025Q3: 121,140 shares; 2025Q4: 132,097 shares; 2026Q1: 161,361 shares; 2026Q2: 167,054 shares 167,054 $14.3M 1.27% +5,693 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 179,362 shares; 2024Q4: 180,955 shares; 2025Q1: 190,021 shares; 2025Q2: 211,196 shares; 2025Q3: 226,834 shares; 2025Q4: 232,577 shares; 2026Q1: 238,673 shares; 2026Q2: 256,007 shares 256,007 $12.9M 1.15% +17,334 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305,533 shares; 2024Q4: 284,542 shares; 2025Q1: 286,743 shares; 2025Q2: 284,411 shares; 2025Q3: 278,545 shares; 2025Q4: 269,033 shares; 2026Q1: 265,480 shares; 2026Q2: 260,640 shares 260,640 $12.4M 1.1% -4,840 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,287 shares; 2024Q4: 189,818 shares; 2025Q1: 202,015 shares; 2025Q2: 208,411 shares; 2025Q3: 221,989 shares; 2025Q4: 238,639 shares; 2026Q1: 238,712 shares; 2026Q2: 247,281 shares 247,281 $12M 1.06% +8,569 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,790 shares; 2024Q4: 45,284 shares; 2025Q1: 46,672 shares; 2025Q2: 47,291 shares; 2025Q3: 47,717 shares; 2025Q4: 47,481 shares; 2026Q1: 48,847 shares; 2026Q2: 49,361 shares 49,361 $11.8M 1.04% +514 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,268 shares; 2024Q4: 26,412 shares; 2025Q1: 26,561 shares; 2025Q2: 27,100 shares; 2025Q3: 27,410 shares; 2025Q4: 26,083 shares; 2026Q1: 24,708 shares; 2026Q2: 24,446 shares 24,446 $11.7M 1.04% -262 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,320 shares; 2024Q4: 38,082 shares; 2025Q1: 18,736 shares; 2025Q2: 19,711 shares; 2025Q3: 21,352 shares; 2025Q4: 22,640 shares; 2026Q1: 34,672 shares; 2026Q2: 34,221 shares 34,221 $11.7M 1.04% -451 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,800 shares; 2024Q4: 36,841 shares; 2025Q1: 28,266 shares; 2025Q2: 24,423 shares; 2025Q3: 13,122 shares; 2025Q4: 14,496 shares; 2026Q1: 13,874 shares; 2026Q2: 13,876 shares 13,876 $10.4M 0.92% +2 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,177 shares; 2024Q4: 87,029 shares; 2025Q1: 82,735 shares; 2025Q2: 78,428 shares; 2025Q3: 73,786 shares; 2025Q4: 70,238 shares; 2026Q1: 64,713 shares; 2026Q2: 65,083 shares 65,083 $9.77M 0.87% +370 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,565 shares; 2024Q4: 106,950 shares; 2025Q1: 105,840 shares; 2025Q2: 106,368 shares; 2025Q3: 103,458 shares; 2025Q4: 101,302 shares; 2026Q1: 98,580 shares; 2026Q2: 97,692 shares 97,692 $9.46M 0.84% -888 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 206,358 shares; 2024Q4: 204,672 shares; 2025Q1: 202,479 shares; 2025Q2: 202,290 shares; 2025Q3: 200,245 shares; 2025Q4: 198,673 shares; 2026Q1: 198,048 shares; 2026Q2: 196,737 shares 196,737 $9.35M 0.83% -1,311 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,924 shares; 2026Q1: 117,570 shares; 2026Q2: 117,149 shares 117,149 $9.11M 0.81% -421 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,322 shares; 2024Q4: 317,499 shares; 2025Q1: 315,267 shares; 2025Q2: 319,315 shares; 2025Q3: 319,555 shares; 2025Q4: 320,357 shares; 2026Q1: 320,496 shares; 2026Q2: 343,128 shares 343,128 $9.09M 0.81% +22,632 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,712 shares; 2024Q4: 22,074 shares; 2025Q1: 21,938 shares; 2025Q2: 21,858 shares; 2025Q3: 21,587 shares; 2025Q4: 21,378 shares; 2026Q1: 21,191 shares; 2026Q2: 20,876 shares 20,876 $8.85M 0.79% -315 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,898 shares; 2025Q3: 181,090 shares; 2025Q4: 188,422 shares; 2026Q1: 202,311 shares; 2026Q2: 216,742 shares 216,742 $8.8M 0.78% +14,431 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,380 shares; 2024Q4: 30,360 shares; 2025Q1: 30,327 shares; 2025Q2: 30,243 shares; 2025Q3: 28,905 shares; 2025Q4: 28,150 shares; 2026Q1: 28,073 shares; 2026Q2: 27,950 shares 27,950 $8.79M 0.78% -123 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,943 shares; 2024Q4: 27,222 shares; 2025Q1: 25,646 shares; 2025Q2: 25,436 shares; 2025Q3: 25,951 shares; 2025Q4: 25,865 shares; 2026Q1: 26,343 shares; 2026Q2: 26,235 shares 26,235 $8.59M 0.76% -108 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,473 shares; 2024Q4: 95,112 shares; 2025Q1: 109,625 shares; 2025Q2: 113,077 shares; 2025Q3: 129,016 shares; 2025Q4: 166,515 shares; 2026Q1: 202,145 shares; 2026Q2: 210,183 shares 210,183 $8.31M 0.74% +8,038 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,561 shares; 2024Q4: 117,178 shares; 2025Q1: 123,654 shares; 2025Q2: 127,860 shares; 2025Q3: 129,351 shares; 2025Q4: 131,351 shares; 2026Q1: 131,152 shares; 2026Q2: 130,847 shares 130,847 $8.13M 0.72% -305 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,881 shares; 2024Q4: 10,685 shares; 2025Q1: 10,331 shares; 2025Q2: 10,110 shares; 2025Q3: 9,002 shares; 2025Q4: 8,874 shares; 2026Q1: 8,483 shares; 2026Q2: 8,437 shares 8,437 $7.89M 0.7% -46 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,089 shares; 2024Q4: 82,087 shares; 2025Q1: 83,946 shares; 2025Q2: 83,641 shares; 2025Q3: 84,450 shares; 2025Q4: 84,537 shares; 2026Q1: 84,418 shares; 2026Q2: 84,224 shares 84,224 $7.72M 0.69% -194 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,329 shares; 2024Q4: 86,796 shares; 2025Q1: 89,451 shares; 2025Q2: 107,584 shares; 2025Q3: 132,492 shares; 2025Q4: 136,234 shares; 2026Q1: 151,073 shares; 2026Q2: 155,493 shares 155,493 $7.7M 0.68% +4,420 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 83,230 shares; 2026Q1: 83,033 shares; 2026Q2: 83,495 shares 83,495 $7.66M 0.68% +462 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246 shares; 2024Q4: 230 shares; 2025Q1: 82 shares; 2025Q2: 82 shares; 2025Q3: 75,813 shares; 2025Q4: 74,230 shares; 2026Q1: 121,577 shares; 2026Q2: 121,211 shares 121,211 $7.62M 0.68% -366 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,266 shares; 2024Q4: 56,768 shares; 2025Q1: 55,096 shares; 2025Q2: 53,869 shares; 2025Q3: 49,953 shares; 2025Q4: 49,699 shares; 2026Q1: 49,272 shares; 2026Q2: 49,112 shares 49,112 $7.44M 0.66% -160 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,677 shares; 2025Q3: 133,924 shares; 2025Q4: 132,875 shares; 2026Q1: 132,774 shares; 2026Q2: 137,007 shares 137,007 $7.3M 0.65% +4,233 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,612 shares; 2024Q4: 21,329 shares; 2025Q1: 21,155 shares; 2025Q2: 21,126 shares; 2025Q3: 20,632 shares; 2025Q4: 20,498 shares; 2026Q1: 20,459 shares; 2026Q2: 20,428 shares 20,428 $7.24M 0.64% -31 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,515 shares; 2024Q4: 26,533 shares; 2025Q1: 32,930 shares; 2025Q2: 42,360 shares; 2025Q3: 58,028 shares; 2025Q4: 62,584 shares; 2026Q1: 64,082 shares; 2026Q2: 64,965 shares 64,965 $7.17M 0.64% +883 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 171,449 shares; 2025Q1: 176,105 shares; 2025Q2: 176,413 shares; 2025Q3: 176,368 shares; 2025Q4: 175,311 shares; 2026Q1: 180,382 shares; 2026Q2: 180,100 shares 180,100 $7.12M 0.63% -282 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,804 shares; 2024Q4: 72,621 shares; 2025Q1: 72,144 shares; 2025Q2: 72,229 shares; 2025Q3: 72,782 shares; 2025Q4: 72,427 shares; 2026Q1: 73,936 shares; 2026Q2: 74,241 shares 74,241 $7.11M 0.63% +305 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,011 shares; 2024Q4: 2,489 shares; 2025Q1: 2,883 shares; 2025Q2: 3,404 shares; 2025Q3: 3,853 shares; 2025Q4: 3,762 shares; 2026Q1: 3,577 shares; 2026Q2: 3,563 shares 3,563 $7.09M 0.63% -14 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,184 shares; 2024Q4: 19,477 shares; 2025Q1: 9,515 shares; 2025Q2: 9,513 shares; 2025Q3: 9,345 shares; 2025Q4: 9,261 shares; 2026Q1: 9,187 shares; 2026Q2: 9,081 shares 9,081 $6.89M 0.61% -106 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,859 shares; 2024Q4: 19,029 shares; 2025Q1: 18,965 shares; 2025Q2: 18,949 shares; 2025Q3: 19,329 shares; 2025Q4: 19,205 shares; 2026Q1: 20,026 shares; 2026Q2: 20,026 shares 20,026 $6.77M 0.6% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 87,227 shares 87,227 $6.73M 0.6% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,508 shares; 2024Q4: 82,225 shares; 2025Q1: 82,601 shares; 2025Q2: 84,195 shares; 2025Q3: 85,940 shares; 2025Q4: 79,212 shares; 2026Q1: 76,597 shares; 2026Q2: 76,001 shares 76,001 $6.67M 0.59% -596 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,230 shares; 2024Q4: 185,250 shares; 2025Q1: 183,096 shares; 2025Q2: 184,565 shares; 2025Q3: 190,384 shares; 2025Q4: 274,190 shares; 2026Q1: 273,518 shares; 2026Q2: 277,664 shares 277,664 $6.65M 0.59% +4,146 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,567 shares; 2024Q4: 17,737 shares; 2025Q1: 18,960 shares; 2025Q2: 20,648 shares; 2025Q3: 21,177 shares; 2025Q4: 24,007 shares; 2026Q1: 25,980 shares; 2026Q2: 26,548 shares 26,548 $6.54M 0.58% +568 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,817 shares; 2024Q4: 9,824 shares; 2025Q1: 9,629 shares; 2025Q2: 9,583 shares; 2025Q3: 9,354 shares; 2025Q4: 9,317 shares; 2026Q1: 9,227 shares; 2026Q2: 9,195 shares 9,195 $6.32M 0.56% -32 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,071 shares; 2024Q4: 11,140 shares; 2025Q1: 10,967 shares; 2025Q2: 11,038 shares; 2025Q3: 11,513 shares; 2025Q4: 11,608 shares; 2026Q1: 12,069 shares; 2026Q2: 12,069 shares 12,069 $6.2M 0.55% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,066 shares; 2024Q4: 206,843 shares; 2025Q1: 203,006 shares; 2025Q2: 202,437 shares; 2025Q3: 198,535 shares; 2025Q4: 199,909 shares; 2026Q1: 223,873 shares; 2026Q2: 223,793 shares 223,793 $5.78M 0.51% -80 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,502 shares; 2024Q4: 61,689 shares; 2025Q1: 58,850 shares; 2025Q2: 57,427 shares; 2025Q3: 55,637 shares; 2025Q4: 52,746 shares; 2026Q1: 50,640 shares; 2026Q2: 50,665 shares 50,665 $5.74M 0.51% +25 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254,153 shares; 2026Q2: 253,823 shares 253,823 $5.65M 0.5% -330 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,394 shares; 2024Q4: 67,122 shares; 2025Q1: 71,486 shares; 2025Q2: 72,271 shares; 2025Q3: 77,727 shares; 2025Q4: 78,219 shares; 2026Q1: 259,210 shares; 2026Q2: 263,457 shares 263,457 $5.61M 0.5% +4,247 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,047 shares; 2024Q4: 24,066 shares; 2025Q1: 22,652 shares; 2025Q2: 23,027 shares; 2025Q3: 22,941 shares; 2025Q4: 22,609 shares; 2026Q1: 22,364 shares; 2026Q2: 22,116 shares 22,116 $5.57M 0.49% -248 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,257 shares; 2024Q4: 25,490 shares; 2025Q1: 25,019 shares; 2025Q2: 25,876 shares; 2025Q3: 25,149 shares; 2025Q4: 23,489 shares; 2026Q1: 21,512 shares; 2026Q2: 21,466 shares 21,466 $5.45M 0.48% -46 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,530 shares; 2026Q1: 66,359 shares; 2026Q2: 69,320 shares 69,320 $5.31M 0.47% +2,961 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,145 shares; 2024Q4: 14,969 shares; 2025Q1: 14,832 shares; 2025Q2: 14,945 shares; 2025Q3: 14,553 shares; 2025Q4: 14,555 shares; 2026Q1: 14,513 shares; 2026Q2: 15,001 shares 15,001 $5.29M 0.47% +488 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,688 shares; 2024Q4: 122,811 shares; 2025Q1: 120,702 shares; 2025Q2: 120,351 shares; 2025Q3: 118,848 shares; 2025Q4: 116,508 shares; 2026Q1: 115,959 shares; 2026Q2: 115,591 shares 115,591 $5.18M 0.46% -368 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,645 shares; 2024Q4: 22,861 shares; 2025Q1: 23,102 shares; 2025Q2: 23,249 shares; 2025Q3: 25,161 shares; 2025Q4: 25,742 shares; 2026Q1: 28,565 shares; 2026Q2: 28,965 shares 28,965 $5.17M 0.46% +400 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,080 shares; 2026Q2: 68,971 shares 68,971 $5.14M 0.46% -109 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,002 shares; 2024Q4: 88,244 shares; 2025Q1: 87,178 shares; 2025Q2: 87,232 shares; 2025Q3: 86,231 shares; 2025Q4: 85,944 shares; 2026Q1: 89,113 shares; 2026Q2: 95,561 shares 95,561 $5.11M 0.45% +6,448 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,248 shares; 2024Q4: 13,647 shares; 2025Q1: 13,214 shares; 2025Q2: 13,730 shares; 2025Q3: 14,594 shares; 2025Q4: 14,048 shares; 2026Q1: 13,871 shares; 2026Q2: 13,879 shares 13,879 $5.03M 0.45% +8 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,455 shares; 2024Q4: 10,381 shares; 2025Q1: 9,779 shares; 2025Q2: 9,840 shares; 2025Q3: 9,805 shares; 2025Q4: 9,772 shares; 2026Q1: 11,802 shares; 2026Q2: 11,803 shares 11,803 $4.96M 0.44% +1 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,091 shares; 2025Q2: 58,878 shares; 2025Q3: 66,800 shares; 2025Q4: 69,726 shares; 2026Q1: 75,784 shares; 2026Q2: 76,898 shares 76,898 $4.96M 0.44% +1,114 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,869 shares; 2024Q4: 12,720 shares; 2025Q1: 12,417 shares; 2025Q2: 12,320 shares; 2025Q3: 11,886 shares; 2025Q4: 11,408 shares; 2026Q1: 9,198 shares; 2026Q2: 9,132 shares 9,132 $4.74M 0.42% -66 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,148 shares; 2024Q4: 24,693 shares; 2025Q1: 24,964 shares; 2025Q2: 26,071 shares; 2025Q3: 27,790 shares; 2025Q4: 25,925 shares; 2026Q1: 27,469 shares; 2026Q2: 31,136 shares 31,136 $4.71M 0.42% +3,667 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,762 shares; 2024Q4: 32,891 shares; 2025Q1: 34,185 shares; 2025Q2: 36,592 shares; 2025Q3: 39,459 shares; 2025Q4: 37,799 shares; 2026Q1: 36,334 shares; 2026Q2: 35,943 shares 35,943 $4.62M 0.41% -391 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,237 shares; 2024Q4: 116,072 shares; 2025Q1: 114,811 shares; 2025Q2: 120,970 shares; 2025Q3: 133,730 shares; 2025Q4: 132,843 shares; 2026Q1: 145,970 shares; 2026Q2: 107,562 shares 107,562 $4.55M 0.4% -38,408 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127,968 shares; 2024Q4: 125,693 shares; 2025Q1: 125,676 shares; 2025Q2: 125,658 shares; 2025Q3: 125,737 shares; 2025Q4: 128,481 shares; 2026Q1: 129,021 shares; 2026Q2: 130,396 shares 130,396 $4.5M 0.4% +1,375 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,664 shares; 2024Q4: 35,354 shares; 2025Q1: 23,098 shares; 2025Q2: 17,783 shares; 2025Q3: 16,663 shares; 2025Q4: 32,636 shares; 2026Q1: 26,447 shares; 2026Q2: 23,420 shares 23,420 $4.46M 0.4% -3,027 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,402 shares; 2024Q4: 29,381 shares; 2025Q1: 30,068 shares; 2025Q2: 31,232 shares; 2025Q3: 32,829 shares; 2025Q4: 33,865 shares; 2026Q1: 38,128 shares; 2026Q2: 39,243 shares 39,243 $4.43M 0.39% +1,115 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,015 shares; 2024Q4: 185,873 shares; 2025Q1: 189,006 shares; 2025Q2: 187,326 shares; 2025Q3: 184,036 shares; 2025Q4: 191,137 shares; 2026Q1: 190,398 shares; 2026Q2: 189,023 shares 189,023 $4.37M 0.39% -1,375 Timeline NATR NATURES SUNSHINE PRODS INC More: the full row for NATURES SUNSHINE PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,649 shares; 2026Q2: 198,861 shares 198,861 $4.34M 0.38% +99,212 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151 shares; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 918 shares; 2025Q3: 3,436 shares; 2025Q4: 34,026 shares; 2026Q1: 51,024 shares; 2026Q2: 59,231 shares 59,231 $4.23M 0.38% +8,207 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: not reported; 2025Q4: 54,502 shares; 2026Q1: 54,611 shares; 2026Q2: 58,477 shares 58,477 $4.23M 0.38% +3,866 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 2,917 shares; 2025Q1: 2,959 shares; 2025Q2: 3,188 shares; 2025Q3: 3,456 shares; 2025Q4: 3,337 shares; 2026Q1: 3,365 shares; 2026Q2: 3,326 shares 3,326 $3.99M 0.35% -39 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,965 shares; 2024Q4: 27,527 shares; 2025Q1: 30,922 shares; 2025Q2: 31,297 shares; 2025Q3: 31,686 shares; 2025Q4: 32,326 shares; 2026Q1: 50,943 shares; 2026Q2: 51,631 shares 51,631 $3.97M 0.35% +688 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,736 shares; 2024Q4: 98,845 shares; 2025Q1: 103,348 shares; 2025Q2: 104,211 shares; 2025Q3: 103,035 shares; 2025Q4: 107,891 shares; 2026Q1: 115,795 shares; 2026Q2: 116,783 shares 116,783 $3.95M 0.35% +988 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,391 shares; 2024Q4: 15,183 shares; 2025Q1: 14,875 shares; 2025Q2: 13,735 shares; 2025Q3: 13,244 shares; 2025Q4: 13,208 shares; 2026Q1: 13,101 shares; 2026Q2: 13,381 shares 13,381 $3.95M 0.35% +280 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,669 shares; 2024Q4: 11,541 shares; 2025Q1: 11,245 shares; 2025Q2: 11,155 shares; 2025Q3: 11,555 shares; 2025Q4: 12,018 shares; 2026Q1: 12,071 shares; 2026Q2: 12,436 shares 12,436 $3.92M 0.35% +365 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,546 shares; 2024Q4: 36,198 shares; 2025Q1: 35,957 shares; 2025Q2: 35,925 shares; 2025Q3: 36,698 shares; 2025Q4: 36,613 shares; 2026Q1: 36,594 shares; 2026Q2: 36,571 shares 36,571 $3.91M 0.35% -23 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,374 shares; 2025Q3: 33,428 shares; 2025Q4: 33,256 shares; 2026Q1: 33,488 shares; 2026Q2: 36,555 shares 36,555 $3.91M 0.35% +3,067 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,600 shares; 2024Q4: 13,692 shares; 2025Q1: 13,461 shares; 2025Q2: 13,335 shares; 2025Q3: 13,513 shares; 2025Q4: 13,393 shares; 2026Q1: 13,446 shares; 2026Q2: 14,441 shares 14,441 $3.9M 0.35% +995 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,236 shares; 2024Q4: 47,025 shares; 2025Q1: 49,593 shares; 2025Q2: 50,075 shares; 2025Q3: 50,428 shares; 2025Q4: 50,234 shares; 2026Q1: 50,250 shares; 2026Q2: 50,165 shares 50,165 $3.83M 0.34% -85 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,011 shares; 2024Q4: 11,382 shares; 2025Q1: 14,735 shares; 2025Q2: 15,379 shares; 2025Q3: 19,784 shares; 2025Q4: 96,958 shares; 2026Q1: 97,041 shares; 2026Q2: 102,083 shares 102,083 $3.77M 0.33% +5,042 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,412 shares; 2024Q4: 28,394 shares; 2025Q1: 28,406 shares; 2025Q2: 28,416 shares; 2025Q3: 28,404 shares; 2025Q4: 28,404 shares; 2026Q1: 28,404 shares; 2026Q2: 28,404 shares 28,404 $3.77M 0.33% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,608 shares; 2026Q2: 81,438 shares 81,438 $3.77M 0.33% -170 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178,398 shares; 2024Q4: 177,021 shares; 2025Q1: 174,981 shares; 2025Q2: 176,208 shares; 2025Q3: 180,554 shares; 2025Q4: 1,308 shares; 2026Q1: 101,709 shares; 2026Q2: 101,534 shares 101,534 $3.73M 0.33% -175 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,719 shares; 2024Q4: 16,776 shares; 2025Q1: 15,863 shares; 2025Q2: 15,570 shares; 2025Q3: 15,746 shares; 2025Q4: 16,031 shares; 2026Q1: 16,094 shares; 2026Q2: 16,354 shares 16,354 $3.64M 0.32% +260 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,087 shares; 2024Q4: 16,064 shares; 2025Q1: 18,067 shares; 2025Q2: 17,597 shares; 2025Q3: 17,286 shares; 2025Q4: 17,115 shares; 2026Q1: 16,720 shares; 2026Q2: 15,804 shares 15,804 $3.63M 0.32% -916 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,169 shares; 2024Q4: 30,764 shares; 2025Q1: 30,881 shares; 2025Q2: 33,813 shares; 2025Q3: 39,602 shares; 2025Q4: 40,929 shares; 2026Q1: 44,471 shares; 2026Q2: 44,095 shares 44,095 $3.62M 0.32% -376 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,167 shares; 2024Q4: 17,562 shares; 2025Q1: 17,553 shares; 2025Q2: 17,556 shares; 2025Q3: 17,815 shares; 2025Q4: 17,989 shares; 2026Q1: 18,109 shares; 2026Q2: 18,267 shares 18,267 $3.56M 0.32% +158 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 2,208 shares; 2025Q3: 2,144 shares; 2025Q4: 127 shares; 2026Q1: 2,700 shares; 2026Q2: 3,001 shares 3,001 $3.53M 0.31% +301 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,269 shares; 2024Q4: 27,642 shares; 2025Q1: 27,664 shares; 2025Q2: 27,109 shares; 2025Q3: 26,463 shares; 2025Q4: 24,235 shares; 2026Q1: 23,440 shares; 2026Q2: 22,157 shares 22,157 $3.52M 0.31% -1,283 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,563 shares; 2024Q4: 26,155 shares; 2025Q1: 25,281 shares; 2025Q2: 25,083 shares; 2025Q3: 25,274 shares; 2025Q4: 24,586 shares; 2026Q1: 24,079 shares; 2026Q2: 23,892 shares 23,892 $3.5M 0.31% -187 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,210 shares; 2024Q4: 39,165 shares; 2025Q1: 39,621 shares; 2025Q2: 41,322 shares; 2025Q3: 41,538 shares; 2025Q4: 41,538 shares; 2026Q1: 41,538 shares; 2026Q2: 41,538 shares 41,538 $3.42M 0.3% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,962 shares; 2024Q4: 51,488 shares; 2025Q1: 56,419 shares; 2025Q2: 57,854 shares; 2025Q3: 59,826 shares; 2025Q4: 58,822 shares; 2026Q1: 54,967 shares; 2026Q2: 54,945 shares 54,945 $3.4M 0.3% -22 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,472 shares; 2024Q4: 35,090 shares; 2025Q1: 35,145 shares; 2025Q2: 36,734 shares; 2025Q3: 38,287 shares; 2025Q4: 28,539 shares; 2026Q1: 31,406 shares; 2026Q2: 31,073 shares 31,073 $3.35M 0.3% -333 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,058 shares; 2024Q4: 125,159 shares; 2025Q1: 139,808 shares; 2025Q2: 149,416 shares; 2025Q3: 158,575 shares; 2025Q4: 108,280 shares; 2026Q1: 103,473 shares; 2026Q2: 104,811 shares 104,811 $3.32M 0.3% +1,338 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,009 shares; 2024Q4: 66,720 shares; 2025Q1: 65,326 shares; 2025Q2: 62,493 shares; 2025Q3: 62,210 shares; 2025Q4: 62,068 shares; 2026Q1: 60,854 shares; 2026Q2: 60,907 shares 60,907 $3.27M 0.29% +53 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,288 shares; 2024Q4: 1,288 shares; 2025Q1: 1,270 shares; 2025Q2: 1,270 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,306 shares 18,306 $3.25M 0.29% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,237 shares; 2024Q4: 3,967 shares; 2025Q1: 4,153 shares; 2025Q2: 4,103 shares; 2025Q3: 4,053 shares; 2025Q4: 11,132 shares; 2026Q1: 12,448 shares; 2026Q2: 13,619 shares 13,619 $3.22M 0.29% +1,171 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,472 shares; 2024Q4: 137,641 shares; 2025Q1: 136,937 shares; 2025Q2: 137,377 shares; 2025Q3: 149,299 shares; 2025Q4: 93,316 shares; 2026Q1: 90,854 shares; 2026Q2: 96,365 shares 96,365 $3.15M 0.28% +5,511 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,413 shares; 2024Q4: 47,108 shares; 2025Q1: 43,849 shares; 2025Q2: 67,620 shares; 2025Q3: 65,996 shares; 2025Q4: 65,657 shares; 2026Q1: 65,563 shares; 2026Q2: 65,299 shares 65,299 $3.14M 0.28% -264 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,001 shares; 2024Q4: 20,059 shares; 2025Q1: 19,632 shares; 2025Q2: 18,018 shares; 2025Q3: 17,560 shares; 2025Q4: 17,536 shares; 2026Q1: 17,002 shares; 2026Q2: 16,896 shares 16,896 $3.13M 0.28% -106 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,738 shares; 2024Q4: 21,768 shares; 2025Q1: 20,568 shares; 2025Q2: 20,229 shares; 2025Q3: 20,128 shares; 2025Q4: 20,096 shares; 2026Q1: 18,744 shares; 2026Q2: 18,872 shares 18,872 $3.13M 0.28% +128 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,517 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 329,726 shares 329,726 $3.04M 0.27% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,477 shares; 2024Q4: 4,538 shares; 2025Q1: 4,821 shares; 2025Q2: 5,126 shares; 2025Q3: 5,846 shares; 2025Q4: 5,988 shares; 2026Q1: 6,214 shares; 2026Q2: 6,283 shares 6,283 $2.88M 0.26% +69 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,322 shares; 2024Q4: 27,322 shares; 2025Q1: 27,322 shares; 2025Q2: 32,099 shares; 2025Q3: 32,099 shares; 2025Q4: 32,099 shares; 2026Q1: 32,099 shares; 2026Q2: 36,105 shares 36,105 $2.81M 0.25% +4,006 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 458 shares; 2025Q3: 458 shares; 2025Q4: 541 shares; 2026Q1: 541 shares; 2026Q2: 59,529 shares 59,529 $2.78M 0.25% +58,988 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 19,088 shares; 2025Q2: 21,321 shares; 2025Q3: 22,925 shares; 2025Q4: 27,227 shares; 2026Q1: 37,526 shares; 2026Q2: 37,462 shares 37,462 $2.7M 0.24% -64 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,517 shares; 2024Q4: 4,666 shares; 2025Q1: 4,745 shares; 2025Q2: 4,889 shares; 2025Q3: 4,967 shares; 2025Q4: 5,113 shares; 2026Q1: 5,023 shares; 2026Q2: 5,282 shares 5,282 $2.69M 0.24% +259 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 885 shares; 2024Q4: 700 shares; 2025Q1: 702 shares; 2025Q2: 703 shares; 2025Q3: 6,371 shares; 2025Q4: 7,329 shares; 2026Q1: 9,235 shares; 2026Q2: 9,494 shares 9,494 $2.67M 0.24% +259 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,310 shares; 2024Q4: 25,310 shares; 2025Q1: 25,310 shares; 2025Q2: 25,310 shares; 2025Q3: 25,255 shares; 2025Q4: 25,255 shares; 2026Q1: 25,255 shares; 2026Q2: 25,190 shares 25,190 $2.57M 0.23% -65 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 3,902 shares; 2025Q1: 3,798 shares; 2025Q2: 362 shares; 2025Q3: 10,046 shares; 2025Q4: 10,557 shares; 2026Q1: 15,217 shares; 2026Q2: 16,249 shares 16,249 $2.55M 0.23% +1,032 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,125 shares; 2024Q4: 32,498 shares; 2025Q1: 30,292 shares; 2025Q2: 28,243 shares; 2025Q3: 27,982 shares; 2025Q4: 26,903 shares; 2026Q1: 26,895 shares; 2026Q2: 26,597 shares 26,597 $2.48M 0.22% -298 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 8,015 shares; 2025Q4: 5,383 shares; 2026Q1: 5,383 shares; 2026Q2: 4,250 shares 4,250 $2.47M 0.22% -1,133 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,492 shares; 2024Q4: 10,314 shares; 2025Q1: 10,369 shares; 2025Q2: 10,428 shares; 2025Q3: 8,517 shares; 2025Q4: 7,146 shares; 2026Q1: 7,027 shares; 2026Q2: 6,895 shares 6,895 $2.46M 0.22% -132 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,490 shares; 2024Q4: 15,257 shares; 2025Q1: 12,357 shares; 2025Q2: 17,164 shares; 2025Q3: 21,361 shares; 2025Q4: 21,963 shares; 2026Q1: 20,628 shares; 2026Q2: 22,114 shares 22,114 $2.37M 0.21% +1,486 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,631 shares; 2024Q4: 55,486 shares; 2025Q1: 54,048 shares; 2025Q2: 53,156 shares; 2025Q3: 54,553 shares; 2025Q4: 55,294 shares; 2026Q1: 28,469 shares; 2026Q2: 29,159 shares 29,159 $2.27M 0.2% +690 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,042 shares; 2025Q4: 38,621 shares; 2026Q1: 52,542 shares; 2026Q2: 56,935 shares 56,935 $2.13M 0.19% +4,393 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,800 shares; 2024Q4: 46,335 shares; 2025Q1: 43,750 shares; 2025Q2: 43,280 shares; 2025Q3: 38,025 shares; 2025Q4: 38,420 shares; 2026Q1: 39,496 shares; 2026Q2: 41,489 shares 41,489 $2.12M 0.19% +1,993 Timeline TDTF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,822 shares; 2024Q4: 65,493 shares; 2025Q1: 66,463 shares; 2025Q2: 66,275 shares; 2025Q3: 70,947 shares; 2025Q4: 80,061 shares; 2026Q1: 84,200 shares; 2026Q2: 88,538 shares 88,538 $2.1M 0.19% +4,338 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,544 shares; 2024Q4: 88,800 shares; 2025Q1: 89,260 shares; 2025Q2: 89,401 shares; 2025Q3: 89,197 shares; 2025Q4: 88,390 shares; 2026Q1: 88,257 shares; 2026Q2: 88,150 shares 88,150 $2.08M 0.18% -107 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,007 shares; 2024Q4: 17,806 shares; 2025Q1: 17,694 shares; 2025Q2: 17,479 shares; 2025Q3: 17,405 shares; 2025Q4: 17,168 shares; 2026Q1: 17,126 shares; 2026Q2: 17,076 shares 17,076 $2.04M 0.18% -50 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,502 shares; 2024Q4: 11,247 shares; 2025Q1: 11,368 shares; 2025Q2: 11,657 shares; 2025Q3: 11,981 shares; 2025Q4: 11,621 shares; 2026Q1: 11,516 shares; 2026Q2: 11,831 shares 11,831 $2.04M 0.18% +315 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,476 shares; 2024Q4: 56,111 shares; 2025Q1: 47,219 shares; 2025Q2: 43,517 shares; 2025Q3: 41,752 shares; 2025Q4: 37,199 shares; 2026Q1: 35,367 shares; 2026Q2: 32,927 shares 32,927 $1.97M 0.17% -2,440 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,904 shares; 2024Q4: 12,314 shares; 2025Q1: 14,036 shares; 2025Q2: 14,353 shares; 2025Q3: 15,576 shares; 2025Q4: 15,542 shares; 2026Q1: 16,483 shares; 2026Q2: 16,450 shares 16,450 $1.96M 0.17% -33 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,320 shares; 2024Q4: 33,365 shares; 2025Q1: 32,325 shares; 2025Q2: 30,835 shares; 2025Q3: 31,117 shares; 2025Q4: 32,717 shares; 2026Q1: 37,835 shares; 2026Q2: 38,442 shares 38,442 $1.95M 0.17% +607 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,356 shares; 2024Q4: 19,306 shares; 2025Q1: 19,306 shares; 2025Q2: 19,354 shares; 2025Q3: 17,067 shares; 2025Q4: 17,057 shares; 2026Q1: 17,147 shares; 2026Q2: 16,505 shares 16,505 $1.94M 0.17% -642 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,794 shares; 2024Q4: 8,171 shares; 2025Q1: 12,045 shares; 2025Q2: 13,524 shares; 2025Q3: 17,209 shares; 2025Q4: 19,613 shares; 2026Q1: 21,730 shares; 2026Q2: 21,886 shares 21,886 $1.94M 0.17% +156 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,507 shares; 2024Q4: 52,509 shares; 2025Q1: 52,201 shares; 2025Q2: 53,968 shares; 2025Q3: 54,201 shares; 2025Q4: 51,813 shares; 2026Q1: 51,271 shares; 2026Q2: 50,677 shares 50,677 $1.87M 0.17% -594 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,560 shares; 2026Q2: 70,232 shares 70,232 $1.86M 0.17% +21,672 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,122 shares; 2024Q4: 11,362 shares; 2025Q1: 9,927 shares; 2025Q2: 8,546 shares; 2025Q3: 8,096 shares; 2025Q4: 15,640 shares; 2026Q1: 14,861 shares; 2026Q2: 15,617 shares 15,617 $1.83M 0.16% +756 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,517 shares; 2024Q4: 11,549 shares; 2025Q1: 11,589 shares; 2025Q2: 12,154 shares; 2025Q3: 12,606 shares; 2025Q4: 14,199 shares; 2026Q1: 14,317 shares; 2026Q2: 14,406 shares 14,406 $1.82M 0.16% +89 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,507 shares; 2024Q4: 15,735 shares; 2025Q1: 15,551 shares; 2025Q2: 15,172 shares; 2025Q3: 13,953 shares; 2025Q4: 12,945 shares; 2026Q1: 12,365 shares; 2026Q2: 11,995 shares 11,995 $1.73M 0.15% -370 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,492 shares 7,492 $1.68M 0.15% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 25 shares; 2025Q1: 22 shares; 2025Q2: 28 shares; 2025Q3: 1,120 shares; 2025Q4: 1,520 shares; 2026Q1: 1,555 shares; 2026Q2: 1,590 shares 1,590 $1.66M 0.15% +35 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,488 shares 7,488 $1.66M 0.15% new Timeline ROCK GIBRALTAR INDS INC More: the full row for GIBRALTAR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,705 shares; 2024Q4: 64,447 shares; 2025Q1: 64,307 shares; 2025Q2: 64,420 shares; 2025Q3: 65,762 shares; 2025Q4: 29,284 shares; 2026Q1: 29,772 shares; 2026Q2: 36,266 shares 36,266 $1.64M 0.15% +6,494 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,875 shares; 2024Q4: 3,613 shares; 2025Q1: 4,549 shares; 2025Q2: 15,329 shares; 2025Q3: 33,499 shares; 2025Q4: 49,809 shares; 2026Q1: 52,392 shares; 2026Q2: 54,052 shares 54,052 $1.62M 0.14% +1,660 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,673 shares; 2024Q4: 1,608 shares; 2025Q1: 1,607 shares; 2025Q2: 2,364 shares; 2025Q3: 2,340 shares; 2025Q4: 2,340 shares; 2026Q1: 2,124 shares; 2026Q2: 2,107 shares 2,107 $1.55M 0.14% -17 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,771 shares; 2026Q2: 28,856 shares 28,856 $1.51M 0.13% +25,085 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,863 shares; 2024Q4: 11,640 shares; 2025Q1: 11,585 shares; 2025Q2: 11,764 shares; 2025Q3: 10,982 shares; 2025Q4: 10,997 shares; 2026Q1: 10,971 shares; 2026Q2: 10,955 shares 10,955 $1.5M 0.13% -16 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,350 shares; 2024Q4: 46,357 shares; 2025Q1: 46,332 shares; 2025Q2: 48,441 shares; 2025Q3: 48,655 shares; 2025Q4: 49,029 shares; 2026Q1: 49,997 shares; 2026Q2: 50,408 shares 50,408 $1.48M 0.13% +411 Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,132 shares; 2025Q3: 21,301 shares; 2025Q4: 21,301 shares; 2026Q1: 21,632 shares; 2026Q2: 27,894 shares 27,894 $1.48M 0.13% +6,262 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,863 shares; 2024Q4: 12,068 shares; 2025Q1: 12,276 shares; 2025Q2: 12,716 shares; 2025Q3: 12,267 shares; 2025Q4: 11,529 shares; 2026Q1: 10,748 shares; 2026Q2: 10,733 shares 10,733 $1.45M 0.13% -15 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,290 shares; 2024Q4: 29,521 shares; 2025Q1: 23,484 shares; 2025Q2: 23,481 shares; 2025Q3: 23,451 shares; 2025Q4: 23,426 shares; 2026Q1: 23,373 shares; 2026Q2: 23,047 shares 23,047 $1.45M 0.13% -326 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,939 shares; 2026Q2: 5,939 shares 5,939 $1.43M 0.13% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,265 shares; 2024Q4: 100,932 shares; 2025Q1: 49,800 shares; 2025Q2: 49,770 shares; 2025Q3: 49,035 shares; 2025Q4: 22,416 shares; 2026Q1: 34,442 shares; 2026Q2: 12,051 shares 12,051 $1.41M 0.12% -22,391 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,173 shares; 2026Q2: 13,459 shares 13,459 $1.38M 0.12% +286 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,837 shares; 2024Q4: 19,866 shares; 2025Q1: 20,365 shares; 2025Q2: 25,365 shares; 2025Q3: 25,233 shares; 2025Q4: 27,058 shares; 2026Q1: 28,312 shares; 2026Q2: 31,335 shares 31,335 $1.36M 0.12% +3,023 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,549 shares; 2025Q4: 5,328 shares; 2026Q1: 5,328 shares; 2026Q2: 5,463 shares 5,463 $1.32M 0.12% +135 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,172 shares; 2024Q4: 182,195 shares; 2025Q1: 184,709 shares; 2025Q2: 185,704 shares; 2025Q3: 189,880 shares; 2025Q4: 51,680 shares; 2026Q1: 51,280 shares; 2026Q2: 50,722 shares 50,722 $1.22M 0.11% -558 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,064 shares; 2024Q4: 10,486 shares; 2025Q1: 13,200 shares; 2025Q2: 14,275 shares; 2025Q3: 14,818 shares; 2025Q4: 16,050 shares; 2026Q1: 14,192 shares; 2026Q2: 15,135 shares 15,135 $1.2M 0.11% +943 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 2,107 shares; 2025Q1: 1,932 shares; 2025Q2: 1,822 shares; 2025Q3: 2,007 shares; 2025Q4: 2,007 shares; 2026Q1: 2,007 shares; 2026Q2: 20,655 shares 20,655 $1.18M 0.1% +18,648 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,793 shares 2,793 $1.16M 0.1% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,189 shares; 2024Q4: 21,191 shares; 2025Q1: 20,106 shares; 2025Q2: 17,740 shares; 2025Q3: 15,786 shares; 2025Q4: 15,235 shares; 2026Q1: 13,631 shares; 2026Q2: 13,894 shares 13,894 $1.15M 0.1% +263 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,333 shares; 2024Q4: 51,165 shares; 2025Q1: 47,601 shares; 2025Q2: 44,515 shares; 2025Q3: 44,375 shares; 2025Q4: 42,798 shares; 2026Q1: 42,620 shares; 2026Q2: 40,903 shares 40,903 $1.13M 0.1% -1,717 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,500 shares; 2024Q4: 33,637 shares; 2025Q1: 33,556 shares; 2025Q2: 33,062 shares; 2025Q3: 32,944 shares; 2025Q4: 32,660 shares; 2026Q1: 32,710 shares; 2026Q2: 32,280 shares 32,280 $1.12M 0.1% -430 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 850 shares; 2025Q1: 2,107 shares; 2025Q2: 3,065 shares; 2025Q3: 5,667 shares; 2025Q4: 11,759 shares; 2026Q1: 17,233 shares; 2026Q2: 20,580 shares 20,580 $1.11M 0.1% +3,347 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,258 shares; 2026Q2: 14,256 shares 14,256 $1.1M 0.1% -2 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,958 shares; 2025Q3: 5,838 shares; 2025Q4: 23,732 shares; 2026Q1: 26,501 shares; 2026Q2: 23,726 shares 23,726 $1.08M 0.1% -2,775 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,021 shares; 2024Q4: 1,952 shares; 2025Q1: 1,882 shares; 2025Q2: 1,717 shares; 2025Q3: 3,117 shares; 2025Q4: 3,952 shares; 2026Q1: 4,712 shares; 2026Q2: 4,910 shares 4,910 $1.04M 0.09% +198 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 1,022 shares; 2025Q3: 8 shares; 2025Q4: 40 shares; 2026Q1: 9,863 shares; 2026Q2: 10,368 shares 10,368 $1.03M 0.09% +505 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,471 shares; 2025Q3: 1,471 shares; 2025Q4: 1,415 shares; 2026Q1: 1,259 shares; 2026Q2: 1,259 shares 1,259 $952K 0.08% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,900 shares; 2024Q4: 12,503 shares; 2025Q1: 12,592 shares; 2025Q2: 11,406 shares; 2025Q3: 10,988 shares; 2025Q4: 21,164 shares; 2026Q1: 20,048 shares; 2026Q2: 19,742 shares 19,742 $895K 0.08% -306 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,069 shares; 2025Q4: 6,779 shares; 2026Q1: 10,572 shares; 2026Q2: 10,489 shares 10,489 $887K 0.08% -83 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares; 2025Q1: 1,453 shares; 2025Q2: 2,022 shares; 2025Q3: 3,869 shares; 2025Q4: 3,869 shares; 2026Q1: 3,806 shares; 2026Q2: 22,752 shares 22,752 $872K 0.08% +18,946 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,105 shares; 2024Q4: 25,865 shares; 2025Q1: 25,882 shares; 2025Q2: 25,718 shares; 2025Q3: 25,770 shares; 2025Q4: 25,831 shares; 2026Q1: 25,786 shares; 2026Q2: 25,874 shares 25,874 $827K 0.07% +88 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,095 shares; 2024Q4: 3,882 shares; 2025Q1: 3,857 shares; 2025Q2: 3,820 shares; 2025Q3: 3,720 shares; 2025Q4: 3,720 shares; 2026Q1: 3,720 shares; 2026Q2: 3,720 shares 3,720 $793K 0.07% 0 Timeline ALMU AELUMA INC More: the full row for AELUMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,102 shares; 2025Q2: 35,102 shares; 2025Q3: 35,602 shares; 2025Q4: 35,602 shares; 2026Q1: 35,602 shares; 2026Q2: 35,602 shares 35,602 $786K 0.07% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,932 shares; 2024Q4: 12,173 shares; 2025Q1: 9,473 shares; 2025Q2: 8,952 shares; 2025Q3: 8,782 shares; 2025Q4: 16,594 shares; 2026Q1: 14,625 shares; 2026Q2: 14,432 shares 14,432 $766K 0.07% -193 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,731 shares; 2024Q4: 8,194 shares; 2025Q1: 8,533 shares; 2025Q2: 8,931 shares; 2025Q3: 9,224 shares; 2025Q4: 9,224 shares; 2026Q1: 11,025 shares; 2026Q2: 10,964 shares 10,964 $764K 0.07% -61 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,772 shares; 2025Q2: 2,772 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares; 2026Q2: 2,765 shares 2,765 $752K 0.07% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 76 shares; 2025Q3: 166 shares; 2025Q4: 156 shares; 2026Q1: 303 shares; 2026Q2: 11,386 shares 11,386 $729K 0.06% +11,083 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,103 shares; 2024Q4: 4,803 shares; 2025Q1: 4,763 shares; 2025Q2: 4,688 shares; 2025Q3: 4,832 shares; 2025Q4: 4,924 shares; 2026Q1: 4,854 shares; 2026Q2: 4,535 shares 4,535 $717K 0.06% -319 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23 shares; 2024Q4: 23 shares; 2025Q1: 23 shares; 2025Q2: 3,593 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,692 shares; 2026Q2: 1,692 shares 1,692 $673K 0.06% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,640 shares; 2024Q4: 18,264 shares; 2025Q1: 18,098 shares; 2025Q2: 18,081 shares; 2025Q3: 18,091 shares; 2025Q4: 18,028 shares; 2026Q1: 18,028 shares; 2026Q2: 18,211 shares 18,211 $662K 0.06% +183 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,575 shares; 2026Q2: 7,575 shares 7,575 $656K 0.06% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,255 shares; 2024Q4: 6,255 shares; 2025Q1: 6,210 shares; 2025Q2: 6,210 shares; 2025Q3: 6,210 shares; 2025Q4: 7,410 shares; 2026Q1: 7,390 shares; 2026Q2: 7,025 shares 7,025 $635K 0.06% -365 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,458 shares; 2024Q4: 12,682 shares; 2025Q1: 12,440 shares; 2025Q2: 9,895 shares; 2025Q3: 7,205 shares; 2025Q4: 13,142 shares; 2026Q1: 11,630 shares; 2026Q2: 11,914 shares 11,914 $606K 0.05% +284 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,333 shares; 2025Q1: 9,876 shares; 2025Q2: 3,822 shares; 2025Q3: 10,987 shares; 2025Q4: 3,822 shares; 2026Q1: 3,793 shares; 2026Q2: 3,543 shares 3,543 $602K 0.05% -250 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 529 shares; 2024Q4: 524 shares; 2025Q1: 1,098 shares; 2025Q2: 1,148 shares; 2025Q3: 1,482 shares; 2025Q4: 1,308 shares; 2026Q1: 1,393 shares; 2026Q2: 7,398 shares 7,398 $596K 0.05% +6,005 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,334 shares; 2024Q4: 6,082 shares; 2025Q1: 6,163 shares; 2025Q2: 6,042 shares; 2025Q3: 14,826 shares; 2025Q4: 6,079 shares; 2026Q1: 5,741 shares; 2026Q2: 5,980 shares 5,980 $592K 0.05% +239 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,617 shares; 2024Q4: 102,992 shares; 2025Q1: 115,507 shares; 2025Q2: 117,450 shares; 2025Q3: 123,964 shares; 2025Q4: 49,290 shares; 2026Q1: 49,179 shares; 2026Q2: 12,243 shares 12,243 $587K 0.05% -36,936 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 6,645 shares; 2025Q3: 8,151 shares; 2025Q4: 9,277 shares; 2026Q1: 9,999 shares; 2026Q2: 11,402 shares 11,402 $577K 0.05% +1,403 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,441 shares; 2024Q4: 7,065 shares; 2025Q1: 7,062 shares; 2025Q2: 6,677 shares; 2025Q3: 14,783 shares; 2025Q4: 6,169 shares; 2026Q1: 5,935 shares; 2026Q2: 5,971 shares 5,971 $576K 0.05% +36 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,946 shares; 2024Q4: 2,946 shares; 2025Q1: 2,899 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 3,688 shares; 2026Q2: 3,688 shares 3,688 $547K 0.05% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,521 shares; 2024Q4: 18,517 shares; 2025Q1: 18,378 shares; 2025Q2: 18,906 shares; 2025Q3: 8,797 shares; 2025Q4: 7,224 shares; 2026Q1: 5,117 shares; 2026Q2: 4,368 shares 4,368 $544K 0.05% -749 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,802 shares; 2024Q4: 10,478 shares; 2025Q1: 8,269 shares; 2025Q2: 7,436 shares; 2025Q3: 7,186 shares; 2025Q4: 7,189 shares; 2026Q1: 7,192 shares; 2026Q2: 7,194 shares 7,194 $536K 0.05% +2 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,316 shares; 2024Q4: 7,176 shares; 2025Q1: 1,984 shares; 2025Q2: 2,031 shares; 2025Q3: 2,139 shares; 2025Q4: 1,430 shares; 2026Q1: 1,351 shares; 2026Q2: 1,277 shares 1,277 $531K 0.05% -74 Timeline SPNT SIRIUSPOINT LTD More: the full row for SIRIUSPOINT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,914 shares; 2024Q4: 30,741 shares; 2025Q1: 30,436 shares; 2025Q2: 25,846 shares; 2025Q3: 25,299 shares; 2025Q4: 25,324 shares; 2026Q1: 25,224 shares; 2026Q2: 21,666 shares 21,666 $520K 0.05% -3,558 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,670 shares; 2024Q4: 4,585 shares; 2025Q1: 4,585 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 3,725 shares; 2026Q1: 3,725 shares; 2026Q2: 3,725 shares 3,725 $509K 0.05% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,716 shares; 2024Q4: 8,716 shares; 2025Q1: 8,766 shares; 2025Q2: 8,752 shares; 2025Q3: 10,048 shares; 2025Q4: 10,280 shares; 2026Q1: 10,642 shares; 2026Q2: 10,363 shares 10,363 $504K 0.04% -279 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,662 shares; 2024Q4: 1,662 shares; 2025Q1: 1,796 shares; 2025Q2: 1,796 shares; 2025Q3: 5,496 shares; 2025Q4: 5,946 shares; 2026Q1: 5,971 shares; 2026Q2: 6,001 shares 6,001 $494K 0.04% +30 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,152 shares; 2024Q4: 1,127 shares; 2025Q1: 1,087 shares; 2025Q2: 1,149 shares; 2025Q3: 1,149 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 3,796 shares 3,796 $471K 0.04% +2,847 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 560 shares; 2025Q3: 3,122 shares; 2025Q4: 1,968 shares; 2026Q1: 2,063 shares; 2026Q2: 9,625 shares 9,625 $464K 0.04% +7,562 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,818 shares 3,818 $462K 0.04% new Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,110 shares; 2025Q2: 12,608 shares; 2025Q3: 25,862 shares; 2025Q4: 28,352 shares; 2026Q1: 28,622 shares; 2026Q2: 27,852 shares 27,852 $438K 0.04% -770 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,365 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares; 2026Q1: 3,365 shares; 2026Q2: 3,200 shares 3,200 $437K 0.04% -165 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: 3,521 shares; 2025Q1: 3,081 shares; 2025Q2: 3,163 shares; 2025Q3: 2,947 shares; 2025Q4: 2,843 shares; 2026Q1: 2,636 shares; 2026Q2: 2,523 shares 2,523 $428K 0.04% -113 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,230 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 1,228 shares; 2025Q3: 1,944 shares; 2025Q4: 2,646 shares; 2026Q1: 2,994 shares; 2026Q2: 3,994 shares 3,994 $425K 0.04% +1,000 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,121 shares; 2024Q4: 4,256 shares; 2025Q1: 4,156 shares; 2025Q2: 4,756 shares; 2025Q3: 5,036 shares; 2025Q4: 5,898 shares; 2026Q1: 10,328 shares; 2026Q2: 10,328 shares 10,328 $406K 0.04% 0 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,175 shares 14,175 $401K 0.04% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,005 shares; 2024Q4: 5,266 shares; 2025Q1: 4,955 shares; 2025Q2: 5,443 shares; 2025Q3: 5,537 shares; 2025Q4: 5,620 shares; 2026Q1: 5,618 shares; 2026Q2: 5,618 shares 5,618 $400K 0.04% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,920 shares; 2024Q4: 16,980 shares; 2025Q1: 16,300 shares; 2025Q2: 23,610 shares; 2025Q3: 22,880 shares; 2025Q4: 32,388 shares; 2026Q1: 32,968 shares; 2026Q2: 29,058 shares 29,058 $393K 0.03% -3,910 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,272 shares; 2024Q4: 2,464 shares; 2025Q1: 2,314 shares; 2025Q2: 2,313 shares; 2025Q3: 2,173 shares; 2025Q4: 1,964 shares; 2026Q1: 1,490 shares; 2026Q2: 1,482 shares 1,482 $386K 0.03% -8 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,658 shares; 2026Q2: 4,658 shares 4,658 $383K 0.03% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,138 shares; 2024Q4: 1,133 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,151 shares; 2026Q2: 1,151 shares 1,151 $382K 0.03% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,240 shares; 2024Q4: 5,197 shares; 2025Q1: 5,120 shares; 2025Q2: 5,113 shares; 2025Q3: 4,888 shares; 2025Q4: 4,888 shares; 2026Q1: 4,888 shares; 2026Q2: 4,888 shares 4,888 $382K 0.03% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,865 shares; 2024Q4: 12,459 shares; 2025Q1: 12,497 shares; 2025Q2: 12,258 shares; 2025Q3: 12,033 shares; 2025Q4: 11,074 shares; 2026Q1: 10,965 shares; 2026Q2: 10,497 shares 10,497 $381K 0.03% -468 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,465 shares; 2024Q4: 3,091 shares; 2025Q1: 2,336 shares; 2025Q2: 2,296 shares; 2025Q3: 2,198 shares; 2025Q4: 2,094 shares; 2026Q1: 1,862 shares; 2026Q2: 1,798 shares 1,798 $372K 0.03% -64 Timeline LEGH LEGACY HOUSING CORP More: the full row for LEGACY HOUSING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,032 shares; 2025Q2: 89,957 shares; 2025Q3: 92,455 shares; 2025Q4: 14,015 shares; 2026Q1: 14,015 shares; 2026Q2: 14,009 shares 14,009 $368K 0.03% -6 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,303 shares; 2025Q2: 40,387 shares; 2025Q3: 44,799 shares; 2025Q4: 9,692 shares; 2026Q1: 9,692 shares; 2026Q2: 9,406 shares 9,406 $367K 0.03% -286 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,776 shares; 2024Q4: 83,366 shares; 2025Q1: 9,750 shares; 2025Q2: 9,812 shares; 2025Q3: 11,688 shares; 2025Q4: 12,293 shares; 2026Q1: 12,438 shares; 2026Q2: 14,837 shares 14,837 $364K 0.03% +2,399 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,467 shares; 2024Q4: 2,446 shares; 2025Q1: 2,374 shares; 2025Q2: 2,233 shares; 2025Q3: 2,114 shares; 2025Q4: 658 shares; 2026Q1: 653 shares; 2026Q2: 620 shares 620 $349K 0.03% -33 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,260 shares; 2026Q1: 2,330 shares; 2026Q2: 5,895 shares 5,895 $348K 0.03% +3,565 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,800 shares; 2025Q3: 2,680 shares; 2025Q4: 2,888 shares; 2026Q1: 3,647 shares; 2026Q2: 4,714 shares 4,714 $342K 0.03% +1,067 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,897 shares; 2024Q4: 24,380 shares; 2025Q1: 25,226 shares; 2025Q2: 25,356 shares; 2025Q3: 24,366 shares; 2025Q4: 24,516 shares; 2026Q1: 24,666 shares; 2026Q2: 22,841 shares 22,841 $341K 0.03% -1,825 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 485 shares; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 485 shares; 2026Q2: 485 shares 485 $341K 0.03% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 935 shares; 2024Q4: 930 shares; 2025Q1: 926 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 841 shares; 2026Q1: 1,270 shares; 2026Q2: 1,540 shares 1,540 $336K 0.03% +270 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 4,586 shares; 2025Q1: 6,156 shares; 2025Q2: 6,231 shares; 2025Q3: 6,026 shares; 2025Q4: 6,056 shares; 2026Q1: 6,056 shares; 2026Q2: 5,836 shares 5,836 $329K 0.03% -220 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,684 shares; 2024Q4: 7,386 shares; 2025Q1: 7,321 shares; 2025Q2: 7,306 shares; 2025Q3: 6,881 shares; 2025Q4: 6,963 shares; 2026Q1: 7,138 shares; 2026Q2: 7,583 shares 7,583 $324K 0.03% +445 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,460 shares; 2024Q4: 6,705 shares; 2025Q1: 8,300 shares; 2025Q2: 8,370 shares; 2025Q3: 8,340 shares; 2025Q4: 8,365 shares; 2026Q1: 7,750 shares; 2026Q2: 5,872 shares 5,872 $321K 0.03% -1,878 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $317K 0.03% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,356 shares; 2024Q4: 5,764 shares; 2025Q1: 5,394 shares; 2025Q2: 5,694 shares; 2025Q3: 5,524 shares; 2025Q4: 5,550 shares; 2026Q1: 6,525 shares; 2026Q2: 6,325 shares 6,325 $316K 0.03% -200 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 546 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 594 shares 594 $310K 0.03% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,663 shares; 2024Q4: 13,982 shares; 2025Q1: 14,474 shares; 2025Q2: 14,539 shares; 2025Q3: 15,582 shares; 2025Q4: 10,221 shares; 2026Q1: 10,321 shares; 2026Q2: 11,770 shares 11,770 $310K 0.03% +1,449 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,440 shares; 2024Q4: 14,850 shares; 2025Q1: 21,420 shares; 2025Q2: 21,680 shares; 2025Q3: 21,510 shares; 2025Q4: 21,880 shares; 2026Q1: 22,080 shares; 2026Q2: 21,160 shares 21,160 $302K 0.03% -920 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 108,653 shares; 2024Q4: 110,792 shares; 2025Q1: 112,532 shares; 2025Q2: 11,415 shares; 2025Q3: 11,018 shares; 2025Q4: 10,885 shares; 2026Q1: 5,664 shares; 2026Q2: 5,664 shares 5,664 $297K 0.03% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares; 2025Q3: 2,520 shares; 2025Q4: 2,520 shares; 2026Q1: 2,520 shares; 2026Q2: 2,520 shares 2,520 $295K 0.03% 0 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,065 shares; 2024Q4: 18,565 shares; 2025Q1: 17,965 shares; 2025Q2: 18,040 shares; 2025Q3: 17,860 shares; 2025Q4: 18,165 shares; 2026Q1: 18,325 shares; 2026Q2: 21,758 shares 21,758 $294K 0.03% +3,433 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,188 shares; 2024Q4: 4,958 shares; 2025Q1: 5,113 shares; 2025Q2: 5,460 shares; 2025Q3: 5,340 shares; 2025Q4: 4,835 shares; 2026Q1: 10,635 shares; 2026Q2: 16,555 shares 16,555 $290K 0.03% +5,920 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,120 shares; 2025Q4: 5,240 shares; 2026Q1: 4,600 shares; 2026Q2: 4,460 shares 4,460 $286K 0.03% -140 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,464 shares; 2024Q4: 3,837 shares; 2025Q1: 3,741 shares; 2025Q2: 3,546 shares; 2025Q3: 3,545 shares; 2025Q4: 3,552 shares; 2026Q1: 3,491 shares; 2026Q2: 3,513 shares 3,513 $285K 0.03% +22 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,762 shares; 2024Q4: 6,312 shares; 2025Q1: 7,130 shares; 2025Q2: 7,345 shares; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares; 2026Q1: 5,266 shares; 2026Q2: 6,751 shares 6,751 $284K 0.03% +1,485 Timeline PKOH PARK-OHIO HLDGS CORP More: the full row for PARK-OHIO HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,595 shares; 2024Q4: 7,895 shares; 2025Q1: 8,125 shares; 2025Q2: 8,300 shares; 2025Q3: 7,860 shares; 2025Q4: 7,955 shares; 2026Q1: 7,815 shares; 2026Q2: 7,365 shares 7,365 $283K 0.03% -450 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 881 shares; 2025Q3: 2,231 shares; 2025Q4: 3,846 shares; 2026Q1: 11,311 shares; 2026Q2: 12,406 shares 12,406 $283K 0.03% +1,095 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,000 shares; 2024Q4: 112,900 shares; 2025Q1: 115,130 shares; 2025Q2: 115,130 shares; 2025Q3: 109,130 shares; 2025Q4: 109,130 shares; 2026Q1: 96,750 shares; 2026Q2: 89,550 shares 89,550 $281K 0.02% -7,200 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,699 shares; 2025Q1: 1,659 shares; 2025Q2: 1,659 shares; 2025Q3: 1,520 shares; 2025Q4: 1,495 shares; 2026Q1: 910 shares; 2026Q2: 847 shares 847 $280K 0.02% -63 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; 2024Q3: 4,735 shares; 2024Q4: 7,383 shares; 2025Q1: 9,480 shares; 2025Q2: 9,545 shares; 2025Q3: 8,955 shares; 2025Q4: 9,847 shares; 2026Q1: 10,170 shares; 2026Q2: 9,420 shares 9,420 $278K 0.02% -750 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,423 shares; 2026Q2: 5,670 shares 5,670 $276K 0.02% +2,247 Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,469 shares; 2024Q4: 6,109 shares; 2025Q1: 6,670 shares; 2025Q2: 6,820 shares; 2025Q3: 6,500 shares; 2025Q4: 6,525 shares; 2026Q1: 5,256 shares; 2026Q2: 5,156 shares 5,156 $273K 0.02% -100 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,771 shares; 2024Q4: 3,283 shares; 2025Q1: 3,093 shares; 2025Q2: 3,199 shares; 2025Q3: 3,363 shares; 2025Q4: 3,388 shares; 2026Q1: 3,758 shares; 2026Q2: 3,728 shares 3,728 $272K 0.02% -30 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,730 shares; 2025Q1: 12,715 shares; 2025Q2: 12,825 shares; 2025Q3: 12,450 shares; 2025Q4: 12,744 shares; 2026Q1: 17,735 shares; 2026Q2: 18,905 shares 18,905 $272K 0.02% +1,170 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,510 shares; 2026Q1: 72,844 shares; 2026Q2: 117,381 shares 117,381 $271K 0.02% +44,537 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,620 shares; 2024Q4: 3,620 shares; 2025Q1: 3,747 shares; 2025Q2: 3,337 shares; 2025Q3: 3,492 shares; 2025Q4: 3,492 shares; 2026Q1: 3,492 shares; 2026Q2: 3,492 shares 3,492 $269K 0.02% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,255 shares; 2024Q4: 12,555 shares; 2025Q1: 12,780 shares; 2025Q2: 13,475 shares; 2025Q3: 17,726 shares; 2025Q4: 19,540 shares; 2026Q1: 21,386 shares; 2026Q2: 22,431 shares 22,431 $268K 0.02% +1,045 Timeline CMBT CMB.TECH NV More: the full row for CMB.TECH NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,000 shares; 2025Q4: 19,000 shares; 2026Q1: 19,000 shares; 2026Q2: 19,079 shares 19,079 $267K 0.02% +79 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234 shares; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 4,074 shares; 2025Q4: 485 shares; 2026Q1: 535 shares; 2026Q2: 711 shares 711 $266K 0.02% +176 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,830 shares; 2024Q4: 48,530 shares; 2025Q1: 49,610 shares; 2025Q2: 49,610 shares; 2025Q3: 47,310 shares; 2025Q4: 47,310 shares; 2026Q1: 47,310 shares; 2026Q2: 45,310 shares 45,310 $266K 0.02% -2,000 Timeline BGC BGC GROUP INC More: the full row for BGC GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21,340 shares; 2025Q1: 25,080 shares; 2025Q2: 25,270 shares; 2025Q3: 23,820 shares; 2025Q4: 24,200 shares; 2026Q1: 24,760 shares; 2026Q2: 24,470 shares 24,470 $262K 0.02% -290 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,265 shares; 2024Q4: 19,265 shares; 2025Q1: 21,570 shares; 2025Q2: 26,385 shares; 2025Q3: 20,895 shares; 2025Q4: 21,215 shares; 2026Q1: 27,700 shares; 2026Q2: 31,936 shares 31,936 $261K 0.02% +4,236 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,980 shares; 2026Q1: 4,569 shares; 2026Q2: 4,064 shares 4,064 $253K 0.02% -505 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,022 shares; 2024Q4: 1,814 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,814 shares; 2025Q4: 1,814 shares; 2026Q1: 1,814 shares; 2026Q2: 1,814 shares 1,814 $249K 0.02% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,825 shares; 2026Q1: 22,427 shares; 2026Q2: 22,930 shares 22,930 $249K 0.02% +503 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $248K 0.02% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,120 shares; 2024Q4: 8,125 shares; 2025Q1: 8,264 shares; 2025Q2: 9,715 shares; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares; 2026Q1: 5,443 shares; 2026Q2: 5,313 shares 5,313 $242K 0.02% -130 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,925 shares; 2025Q3: 13,274 shares; 2025Q4: 19,325 shares; 2026Q1: 22,017 shares; 2026Q2: 24,427 shares 24,427 $242K 0.02% +2,410 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,198 shares; 2025Q4: 21,803 shares; 2026Q1: 24,747 shares; 2026Q2: 24,472 shares 24,472 $241K 0.02% -275 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 317 shares; 2024Q4: 303 shares; 2025Q1: 296 shares; 2025Q2: 290 shares; 2025Q3: 245 shares; 2025Q4: 223 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $239K 0.02% 0 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,715 shares; 2024Q4: 11,815 shares; 2025Q1: 11,815 shares; 2025Q2: 11,815 shares; 2025Q3: 14,315 shares; 2025Q4: 15,605 shares; 2026Q1: 15,720 shares; 2026Q2: 15,755 shares 15,755 $239K 0.02% +35 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,830 shares; 2024Q4: 25,690 shares; 2025Q1: 25,440 shares; 2025Q2: 25,390 shares; 2025Q3: 23,730 shares; 2025Q4: 24,010 shares; 2026Q1: 25,811 shares; 2026Q2: 25,811 shares 25,811 $236K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,492 shares; 2024Q4: 1,492 shares; 2025Q1: 1,492 shares; 2025Q2: 1,492 shares; 2025Q3: 1,448 shares; 2025Q4: 1,392 shares; 2026Q1: 1,307 shares; 2026Q2: 1,295 shares 1,295 $234K 0.02% -12 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,464 shares; 2024Q4: 47,676 shares; 2025Q1: 48,215 shares; 2025Q2: 48,111 shares; 2025Q3: 71,927 shares; 2025Q4: 2,684 shares; 2026Q1: 2,719 shares; 2026Q2: 2,429 shares 2,429 $234K 0.02% -290 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,298 shares; 2025Q2: 10,487 shares; 2025Q3: 11,097 shares; 2025Q4: 2,084 shares; 2026Q1: 2,109 shares; 2026Q2: 2,566 shares 2,566 $233K 0.02% +457 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,485 shares; 2024Q4: 23,325 shares; 2025Q1: 23,370 shares; 2025Q2: 23,010 shares; 2025Q3: 22,370 shares; 2025Q4: 22,370 shares; 2026Q1: 23,305 shares; 2026Q2: 24,186 shares 24,186 $233K 0.02% +881 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,010 shares; 2024Q4: 19,880 shares; 2025Q1: 19,880 shares; 2025Q2: 20,070 shares; 2025Q3: 19,300 shares; 2025Q4: 22,000 shares; 2026Q1: 23,185 shares; 2026Q2: 27,335 shares 27,335 $233K 0.02% +4,150 Timeline BBUC BROOKFIELD BUSINESS CORP More: the full row for BROOKFIELD BUSINESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,952 shares; 2026Q2: 7,752 shares 7,752 $231K 0.02% -200 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 1,873 shares; 2025Q4: 1,873 shares; 2026Q1: 1,873 shares; 2026Q2: 1,873 shares 1,873 $231K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,958 shares; 2024Q4: 2,817 shares; 2025Q1: 2,752 shares; 2025Q2: 2,753 shares; 2025Q3: 2,619 shares; 2025Q4: 2,620 shares; 2026Q1: 2,878 shares; 2026Q2: 2,729 shares 2,729 $231K 0.02% -149 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,277 shares; 2026Q2: 2,277 shares 2,277 $230K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 339 shares; 2025Q4: 335 shares; 2026Q1: 353 shares; 2026Q2: 668 shares 668 $228K 0.02% +315 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,015 shares; 2024Q4: 4,973 shares; 2025Q1: 4,838 shares; 2025Q2: 4,838 shares; 2025Q3: 3,603 shares; 2025Q4: 5,403 shares; 2026Q1: 5,403 shares; 2026Q2: 5,323 shares 5,323 $227K 0.02% -80 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 830 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 15,357 shares; 2025Q4: 754 shares; 2026Q1: 754 shares; 2026Q2: 754 shares 754 $226K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 1,357 shares; 2026Q2: 1,357 shares 1,357 $226K 0.02% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,440 shares; 2026Q1: 2,668 shares; 2026Q2: 2,804 shares 2,804 $225K 0.02% +136 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,530 shares; 2025Q4: 5,987 shares; 2026Q1: 6,037 shares; 2026Q2: 6,467 shares 6,467 $223K 0.02% +430 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,770 shares; 2025Q4: 16,287 shares; 2026Q1: 36,500 shares; 2026Q2: 43,277 shares 43,277 $223K 0.02% +6,777 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,575 shares; 2024Q4: 2,345 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares; 2026Q1: 1,977 shares; 2026Q2: 1,977 shares 1,977 $221K 0.02% 0 Timeline ENOV ENOVIS CORPORATION More: the full row for ENOVIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,699 shares; 2026Q2: 10,660 shares 10,660 $221K 0.02% +2,961 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,363 shares; 2024Q4: 24,554 shares; 2025Q1: 25,652 shares; 2025Q2: 26,973 shares; 2025Q3: 15,973 shares; 2025Q4: 14,106 shares; 2026Q1: 11,026 shares; 2026Q2: 8,842 shares 8,842 $218K 0.02% -2,184 Timeline SEB SEABOARD CORP DEL More: the full row for SEABOARD CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 71 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 71 shares; 2025Q4: 72 shares; 2026Q1: 70 shares; 2026Q2: 48 shares 48 $214K 0.02% -22 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,814 shares; 2024Q4: 2,872 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,662 shares; 2025Q4: 2,662 shares; 2026Q1: 2,662 shares; 2026Q2: 2,542 shares 2,542 $212K 0.02% -120 Timeline HG HAMILTON INSURANCE GROUP LTD More: the full row for HAMILTON INSURANCE GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,063 shares; 2025Q1: 6,103 shares; 2025Q2: 6,398 shares; 2025Q3: 6,248 shares; 2025Q4: 6,248 shares; 2026Q1: 6,248 shares; 2026Q2: 6,248 shares 6,248 $212K 0.02% 0 Timeline CABO CABLE ONE INC More: the full row for CABLE ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 971 shares; 2024Q4: 884 shares; 2025Q1: 1,152 shares; 2025Q2: 2,637 shares; 2025Q3: 2,581 shares; 2025Q4: 2,638 shares; 2026Q1: 2,007 shares; 2026Q2: 3,984 shares 3,984 $212K 0.02% +1,977 Timeline RPAY REPAY HLDGS CORP More: the full row for REPAY HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,830 shares; 2024Q4: 16,660 shares; 2025Q1: 23,410 shares; 2025Q2: 33,980 shares; 2025Q3: 32,280 shares; 2025Q4: 41,149 shares; 2026Q1: 46,197 shares; 2026Q2: 49,852 shares 49,852 $209K 0.02% +3,655 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,762 shares; 2026Q2: 19,610 shares 19,610 $208K 0.02% +5,848 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,589 shares; 2024Q4: 3,438 shares; 2025Q1: 3,453 shares; 2025Q2: 3,543 shares; 2025Q3: 3,443 shares; 2025Q4: 3,465 shares; 2026Q1: 3,231 shares; 2026Q2: 3,657 shares 3,657 $207K 0.02% +426 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 3,549 shares; 2025Q4: 464 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $204K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,778 shares; 2024Q4: 147,389 shares; 2025Q1: 141,120 shares; 2025Q2: 156,906 shares; 2025Q3: 134,784 shares; 2025Q4: 21,534 shares; 2026Q1: 8,001 shares; 2026Q2: 7,601 shares 7,601 $203K 0.02% -400 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,170 shares; 2024Q4: 3,197 shares; 2025Q1: 3,287 shares; 2025Q2: 3,329 shares; 2025Q3: 3,329 shares; 2025Q4: 3,372 shares; 2026Q1: 3,268 shares; 2026Q2: 3,291 shares 3,291 $202K 0.02% +23 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,623 shares 22,623 $202K 0.02% new Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,650 shares; 2024Q4: 22,880 shares; 2025Q1: 22,970 shares; 2025Q2: 22,338 shares; 2025Q3: 24,330 shares; 2025Q4: 24,380 shares; 2026Q1: 24,685 shares; 2026Q2: 24,685 shares 24,685 $199K 0.02% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,724 shares; 2024Q4: 3,724 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,714 shares; 2025Q4: 2,938 shares; 2026Q1: 2,466 shares; 2026Q2: 1,678 shares 1,678 $197K 0.02% -788 Timeline FPH FIVE POINT HOLDINGS LLC More: the full row for FIVE POINT HOLDINGS LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,885 shares; 2024Q4: 42,195 shares; 2025Q1: 38,295 shares; 2025Q2: 38,295 shares; 2025Q3: 36,795 shares; 2025Q4: 36,795 shares; 2026Q1: 36,795 shares; 2026Q2: 36,295 shares 36,295 $191K 0.02% -500 Timeline GLRE GREENLIGHT CAP RE LTD More: the full row for GREENLIGHT CAP RE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,535 shares; 2024Q4: 7,405 shares; 2025Q1: 8,260 shares; 2025Q2: 8,350 shares; 2025Q3: 9,060 shares; 2025Q4: 11,940 shares; 2026Q1: 11,940 shares; 2026Q2: 11,820 shares 11,820 $191K 0.02% -120 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,382 shares; 2025Q1: 4,382 shares; 2025Q2: 4,382 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,895 shares 4,895 $188K 0.02% +895 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 952 shares; 2024Q4: 952 shares; 2025Q1: 952 shares; 2025Q2: 952 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 777 shares; 2026Q2: 777 shares 777 $185K 0.02% 0 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,241 shares; 2024Q4: 1,231 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares; 2026Q2: 1,021 shares 1,021 $183K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,470 shares; 2024Q4: 2,850 shares; 2025Q1: 2,922 shares; 2025Q2: 2,977 shares; 2025Q3: 3,196 shares; 2025Q4: 3,567 shares; 2026Q1: 3,739 shares; 2026Q2: 3,743 shares 3,743 $181K 0.02% +4 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 365 shares; 2025Q2: 665 shares; 2025Q3: 817 shares; 2025Q4: 938 shares; 2026Q1: 2,717 shares; 2026Q2: 2,075 shares 2,075 $179K 0.02% -642 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; 2024Q3: 13,080 shares; 2024Q4: 11,750 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,250 shares; 2025Q4: 8,040 shares; 2026Q1: 8,040 shares; 2026Q2: 6,989 shares 6,989 $179K 0.02% -1,051 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,829 shares; 2024Q4: 1,194 shares; 2025Q1: 1,233 shares; 2025Q2: 1,237 shares; 2025Q3: 1,187 shares; 2025Q4: 1,187 shares; 2026Q1: 1,187 shares; 2026Q2: 1,147 shares 1,147 $179K 0.02% -40 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,000 shares; 2026Q2: 51,000 shares 51,000 $178K 0.02% 0 Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,090 shares; 2024Q4: 26,657 shares; 2025Q1: 27,766 shares; 2025Q2: 39,170 shares; 2025Q3: 40,103 shares; 2025Q4: 40,583 shares; 2026Q1: 44,803 shares; 2026Q2: 46,423 shares 46,423 $178K 0.02% +1,620 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,752 shares; 2025Q1: 1,752 shares; 2025Q2: 1,762 shares; 2025Q3: 23,397 shares; 2025Q4: 1,762 shares; 2026Q1: 1,762 shares; 2026Q2: 1,814 shares 1,814 $175K 0.02% +52 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; 2024Q3: 2,358 shares; 2024Q4: 1,966 shares; 2025Q1: 1,591 shares; 2025Q2: 1,663 shares; 2025Q3: 1,683 shares; 2025Q4: 1,700 shares; 2026Q1: 1,703 shares; 2026Q2: 1,768 shares 1,768 $174K 0.02% +65 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,832 shares; 2024Q4: 4,617 shares; 2025Q1: 4,617 shares; 2025Q2: 4,707 shares; 2025Q3: 4,507 shares; 2025Q4: 4,507 shares; 2026Q1: 4,507 shares; 2026Q2: 4,507 shares 4,507 $173K 0.02% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 353 shares; 2025Q1: 360 shares; 2025Q2: 353 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 504 shares; 2026Q2: 504 shares 504 $173K 0.02% 0 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,650 shares; 2024Q4: 46,400 shares; 2025Q1: 45,925 shares; 2025Q2: 46,575 shares; 2025Q3: 44,575 shares; 2025Q4: 38,225 shares; 2026Q1: 38,225 shares; 2026Q2: 35,425 shares 35,425 $168K 0.01% -2,800 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,605 shares; 2024Q4: 27,605 shares; 2025Q1: 27,605 shares; 2025Q2: 27,605 shares; 2025Q3: 27,300 shares; 2025Q4: 18,789 shares; 2026Q1: 18,789 shares; 2026Q2: 18,789 shares 18,789 $163K 0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,026 shares; 2025Q2: 4,106 shares; 2025Q3: 3,319 shares; 2025Q4: 3,319 shares; 2026Q1: 3,319 shares; 2026Q2: 5,499 shares 5,499 $159K 0.01% +2,180 Timeline PSFE PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,535 shares; 2025Q1: 9,700 shares; 2025Q2: 11,585 shares; 2025Q3: 11,060 shares; 2025Q4: 16,148 shares; 2026Q1: 20,910 shares; 2026Q2: 21,069 shares 21,069 $157K 0.01% +159 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,915 shares; 2024Q4: 10,170 shares; 2025Q1: 10,960 shares; 2025Q2: 10,960 shares; 2025Q3: 8,790 shares; 2025Q4: 8,270 shares; 2026Q1: 6,538 shares; 2026Q2: 4,567 shares 4,567 $155K 0.01% -1,971 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,715 shares; 2024Q4: 9,205 shares; 2025Q1: 9,345 shares; 2025Q2: 9,345 shares; 2025Q3: 8,895 shares; 2025Q4: 8,895 shares; 2026Q1: 9,750 shares; 2026Q2: 10,420 shares 10,420 $153K 0.01% +670 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,176 shares; 2026Q2: 14,300 shares 14,300 $151K 0.01% +6,124 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,664 shares; 2024Q4: 2,144 shares; 2025Q1: 2,021 shares; 2025Q2: 2,021 shares; 2025Q3: 1,725 shares; 2025Q4: 1,613 shares; 2026Q1: 1,654 shares; 2026Q2: 1,572 shares 1,572 $151K 0.01% -82 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,738 shares; 2025Q2: 2,803 shares; 2025Q3: 2,673 shares; 2025Q4: 2,393 shares; 2026Q1: 2,097 shares; 2026Q2: 2,097 shares 2,097 $150K 0.01% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,877 shares; 2026Q1: 1,877 shares; 2026Q2: 1,877 shares 1,877 $149K 0.01% 0 Timeline KELYA KELLY SVCS INC More: the full row for KELLY SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares; 2025Q4: 8,920 shares; 2026Q1: 12,105 shares; 2026Q2: 12,105 shares 12,105 $149K 0.01% 0 Timeline BSRR SIERRA BANCORP More: the full row for SIERRA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,020 shares; 2024Q4: 4,820 shares; 2025Q1: 4,610 shares; 2025Q2: 4,675 shares; 2025Q3: 4,475 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares; 2026Q2: 3,600 shares 3,600 $147K 0.01% -930 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 517 shares; 2025Q1: 517 shares; 2025Q2: 658 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 663 shares; 2026Q2: 663 shares 663 $145K 0.01% 0 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,380 shares; 2024Q4: 27,880 shares; 2025Q1: 27,960 shares; 2025Q2: 28,410 shares; 2025Q3: 25,910 shares; 2025Q4: 25,910 shares; 2026Q1: 25,910 shares; 2026Q2: 26,280 shares 26,280 $143K 0.01% +370 Timeline AAT AMERICAN ASSETS TR INC More: the full row for AMERICAN ASSETS TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,788 shares; 2026Q2: 5,788 shares 5,788 $143K 0.01% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 514 shares; 2025Q1: 516 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 743 shares; 2026Q1: 1,339 shares; 2026Q2: 1,339 shares 1,339 $139K 0.01% 0 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,421 shares; 2026Q1: 12,636 shares; 2026Q2: 12,636 shares 12,636 $137K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 959 shares; 2024Q4: 959 shares; 2025Q1: 959 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 926 shares; 2026Q1: 926 shares; 2026Q2: 926 shares 926 $131K 0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,008 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,075 shares; 2026Q1: 1,075 shares; 2026Q2: 1,075 shares 1,075 $129K 0.01% 0 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,795 shares; 2024Q4: 7,365 shares; 2025Q1: 4,975 shares; 2025Q2: 4,975 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,975 shares; 2026Q2: 4,975 shares 4,975 $129K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,461 shares; 2024Q4: 1,495 shares; 2025Q1: 1,435 shares; 2025Q2: 1,453 shares; 2025Q3: 1,453 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares; 2026Q2: 1,619 shares 1,619 $126K 0.01% +139 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,074 shares; 2025Q1: 999 shares; 2025Q2: 2,164 shares; 2025Q3: 2,074 shares; 2025Q4: 2,074 shares; 2026Q1: 1,812 shares; 2026Q2: 1,812 shares 1,812 $126K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 560 shares; 2024Q4: 560 shares; 2025Q1: 560 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 595 shares; 2026Q2: 595 shares 595 $124K 0.01% 0 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,190 shares; 2025Q2: 45,680 shares; 2025Q3: 42,980 shares; 2025Q4: 43,610 shares; 2026Q1: 44,350 shares; 2026Q2: 27,620 shares 27,620 $123K 0.01% -16,730 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $122K 0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,860 shares; 2024Q4: 6,860 shares; 2025Q1: 7,370 shares; 2025Q2: 7,455 shares; 2025Q3: 6,845 shares; 2025Q4: 6,845 shares; 2026Q1: 6,355 shares; 2026Q2: 5,875 shares 5,875 $121K 0.01% -480 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,536 shares; 2025Q1: 832 shares; 2025Q2: 1,657 shares; 2025Q3: 2,957 shares; 2025Q4: 3,235 shares; 2026Q1: 3,460 shares; 2026Q2: 3,610 shares 3,610 $120K 0.01% +150 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 6,215 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares; 2026Q1: 8,745 shares; 2026Q2: 8,745 shares 8,745 $119K 0.01% 0 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,030 shares; 2024Q4: 11,030 shares; 2025Q1: 11,030 shares; 2025Q2: 11,030 shares; 2025Q3: 10,480 shares; 2025Q4: 10,480 shares; 2026Q1: 10,480 shares; 2026Q2: 10,480 shares 10,480 $119K 0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,325 shares; 2024Q4: 2,708 shares; 2025Q1: 966 shares; 2025Q2: 941 shares; 2025Q3: 950 shares; 2025Q4: 955 shares; 2026Q1: 869 shares; 2026Q2: 931 shares 931 $118K 0.01% +62 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 977 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares; 2026Q2: 2,094 shares 2,094 $118K 0.01% +1,047 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,514 shares; 2024Q4: 3,834 shares; 2025Q1: 3,311 shares; 2025Q2: 2,918 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,914 shares; 2026Q2: 3,002 shares 3,002 $117K 0.01% +88 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,476 shares; 2024Q4: 6,226 shares; 2025Q1: 14,210 shares; 2025Q2: 20,510 shares; 2025Q3: 21,880 shares; 2025Q4: 15,324 shares; 2026Q1: 15,554 shares; 2026Q2: 8,006 shares 8,006 $116K 0.01% -7,548 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 670 shares; 2025Q1: 683 shares; 2025Q2: 686 shares; 2025Q3: 695 shares; 2025Q4: 750 shares; 2026Q1: 700 shares; 2026Q2: 739 shares 739 $116K 0.01% +39 Timeline DRVN DRIVEN BRANDS HLDGS INC More: the full row for DRIVEN BRANDS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,259 shares; 2026Q2: 8,259 shares 8,259 $115K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 585 shares; 2025Q1: 581 shares; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 581 shares 581 $115K 0.01% 0 Timeline FWRD FORWARD AIR CORP More: the full row for FORWARD AIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,805 shares; 2025Q3: 6,555 shares; 2025Q4: 6,555 shares; 2026Q1: 8,495 shares; 2026Q2: 8,495 shares 8,495 $115K 0.01% 0 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,890 shares; 2024Q4: 1,770 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,690 shares; 2025Q4: 1,690 shares; 2026Q1: 1,529 shares; 2026Q2: 1,529 shares 1,529 $114K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 1,547 shares; 2025Q1: 1,565 shares; 2025Q2: 1,575 shares; 2025Q3: 1,587 shares; 2025Q4: 1,626 shares; 2026Q1: 1,606 shares; 2026Q2: 1,569 shares 1,569 $113K 0.01% -37 Timeline LUCK LUCKY STRIKE ENTERTAINMENT C More: the full row for LUCKY STRIKE ENTERTAINMENT C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,840 shares; 2024Q4: 11,460 shares; 2025Q1: 15,010 shares; 2025Q2: 15,010 shares; 2025Q3: 14,010 shares; 2025Q4: 14,340 shares; 2026Q1: 15,060 shares; 2026Q2: 15,060 shares 15,060 $113K 0.01% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401 shares; 2024Q4: 451 shares; 2025Q1: 460 shares; 2025Q2: 310 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 313 shares; 2026Q2: 293 shares 293 $111K 0.01% -20 Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,734 shares; 2024Q4: 2,734 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,434 shares; 2026Q1: 1,424 shares; 2026Q2: 1,424 shares 1,424 $109K 0.01% 0 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485 shares; 2026Q1: 6,181 shares; 2026Q2: 6,181 shares 6,181 $108K 0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,810 shares; 2024Q4: 5,840 shares; 2025Q1: 5,820 shares; 2025Q2: 5,820 shares; 2025Q3: 5,420 shares; 2025Q4: 3,445 shares; 2026Q1: 3,315 shares; 2026Q2: 2,335 shares 2,335 $107K 0.01% -980 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,128 shares; 2024Q4: 1,078 shares; 2025Q1: 1,058 shares; 2025Q2: 1,058 shares; 2025Q3: 805 shares; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 576 shares 576 $107K 0.01% -85 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 1,388 shares; 2026Q2: 1,388 shares 1,388 $106K 0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 323 shares; 2026Q1: 541 shares; 2026Q2: 446 shares 446 $106K 0.01% -95 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 195 shares; 2025Q3: 198 shares; 2025Q4: 198 shares; 2026Q1: 198 shares; 2026Q2: 349 shares 349 $106K 0.01% +151 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 823 shares; 2024Q4: 815 shares; 2025Q1: 814 shares; 2025Q2: 808 shares; 2025Q3: 747 shares; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares; 2026Q2: 1,098 shares 1,098 $104K 0.01% +66 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 327 shares; 2024Q4: 149 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares; 2026Q2: 136 shares 136 $104K 0.01% -5 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,616 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: 1,883 shares; 2025Q3: 1,733 shares; 2025Q4: 1,733 shares; 2026Q1: 1,417 shares; 2026Q2: 1,417 shares 1,417 $103K 0.01% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares; 2026Q2: 1,030 shares 1,030 $103K 0.01% 0 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 375 shares; 2025Q4: 314 shares; 2026Q1: 314 shares; 2026Q2: 281 shares 281 $103K 0.01% -33 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,207 shares; 2024Q4: 1,008 shares; 2025Q1: 984 shares; 2025Q2: 979 shares; 2025Q3: 992 shares; 2025Q4: 969 shares; 2026Q1: 876 shares; 2026Q2: 932 shares 932 $102K 0.01% +56 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,575 shares; 2024Q4: 4,465 shares; 2025Q1: 4,465 shares; 2025Q2: 3,669 shares; 2025Q3: 3,634 shares; 2025Q4: 3,274 shares; 2026Q1: 3,174 shares; 2026Q2: 3,174 shares 3,174 $102K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,198 shares; 2024Q4: 6,220 shares; 2025Q1: 5,563 shares; 2025Q2: 5,197 shares; 2025Q3: 4,981 shares; 2025Q4: 4,069 shares; 2026Q1: 3,827 shares; 2026Q2: 2,793 shares 2,793 $101K 0.01% -1,034 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 579 shares; 2024Q4: 569 shares; 2025Q1: 559 shares; 2025Q2: 459 shares; 2025Q3: 544 shares; 2025Q4: 504 shares; 2026Q1: 414 shares; 2026Q2: 414 shares 414 $101K 0.01% 0 Timeline INSE INSPIRED ENTMT INC More: the full row for INSPIRED ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,725 shares; 2024Q4: 12,890 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 11,845 shares; 2025Q4: 11,945 shares; 2026Q1: 11,945 shares; 2026Q2: 12,100 shares 12,100 $99.8K 0.01% +155 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,220 shares; 2025Q2: 10,740 shares; 2025Q3: 10,740 shares; 2025Q4: 27,761 shares; 2026Q1: 52,011 shares; 2026Q2: 56,921 shares 56,921 $99.6K 0.01% +4,910 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,164 shares; 2025Q3: 2,164 shares; 2025Q4: 2,164 shares; 2026Q1: 2,164 shares; 2026Q2: 2,164 shares 2,164 $96K 0.01% 0 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,391 shares; 2024Q4: 2,748 shares; 2025Q1: 2,748 shares; 2025Q2: 2,775 shares; 2025Q3: 2,583 shares; 2025Q4: 2,583 shares; 2026Q1: 1,477 shares; 2026Q2: 1,249 shares 1,249 $95.7K 0.01% -228 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 389 shares; 2024Q4: 484 shares; 2025Q1: 522 shares; 2025Q2: 522 shares; 2025Q3: 522 shares; 2025Q4: 543 shares; 2026Q1: 550 shares; 2026Q2: 580 shares 580 $94.5K 0.01% +30 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,633 shares; 2024Q4: 1,633 shares; 2025Q1: 1,633 shares; 2025Q2: 1,633 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 1,036 shares; 2026Q2: 675 shares 675 $94.3K 0.01% -361 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,938 shares; 2025Q4: 2,938 shares; 2026Q1: 2,938 shares; 2026Q2: 2,938 shares 2,938 $94.2K 0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,923 shares; 2024Q4: 1,923 shares; 2025Q1: 1,923 shares; 2025Q2: 4,082 shares; 2025Q3: 3,646 shares; 2025Q4: 3,646 shares; 2026Q1: 1,923 shares; 2026Q2: 1,923 shares 1,923 $92.7K 0.01% 0 Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,180 shares; 2024Q4: 20,780 shares; 2025Q1: 31,700 shares; 2025Q2: 32,030 shares; 2025Q3: 29,730 shares; 2025Q4: 30,903 shares; 2026Q1: 31,283 shares; 2026Q2: 31,283 shares 31,283 $90.4K 0.01% 0 Timeline ASC ARDMORE SHIPPING CORP More: the full row for ARDMORE SHIPPING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,656 shares; 2024Q4: 7,321 shares; 2025Q1: 7,321 shares; 2025Q2: 7,580 shares; 2025Q3: 7,045 shares; 2025Q4: 7,135 shares; 2026Q1: 7,135 shares; 2026Q2: 6,282 shares 6,282 $88K 0.01% -853 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99 shares; 2024Q4: 115 shares; 2025Q1: 89 shares; 2025Q2: 79 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares; 2026Q2: 729 shares 729 $87.1K 0.01% +669 Timeline CWBC COMMUNITY WEST BANCSHARES NE More: the full row for COMMUNITY WEST BANCSHARES NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,412 shares; 2024Q4: 4,092 shares; 2025Q1: 4,092 shares; 2025Q2: 4,092 shares; 2025Q3: 3,762 shares; 2025Q4: 3,762 shares; 2026Q1: 3,762 shares; 2026Q2: 3,223 shares 3,223 $86.6K 0.01% -539 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,116 shares; 2024Q4: 2,354 shares; 2025Q1: 2,307 shares; 2025Q2: 2,339 shares; 2025Q3: 2,355 shares; 2025Q4: 2,140 shares; 2026Q1: 2,105 shares; 2026Q2: 2,062 shares 2,062 $83.5K 0.01% -43 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,900 shares; 2024Q4: 4,792 shares; 2025Q1: 4,548 shares; 2025Q2: 4,485 shares; 2025Q3: 4,488 shares; 2025Q4: 4,301 shares; 2026Q1: 319 shares; 2026Q2: 301 shares 301 $81.4K 0.01% -18 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 77 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $80.8K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 1,114 shares; 2025Q1: 858 shares; 2025Q2: 858 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares; 2026Q2: 783 shares 783 $80.5K 0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,176 shares; 2026Q2: 1,176 shares 1,176 $80.3K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $76.7K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763 shares; 2024Q4: 746 shares; 2025Q1: 571 shares; 2025Q2: 561 shares; 2025Q3: 415 shares; 2025Q4: 385 shares; 2026Q1: 385 shares; 2026Q2: 407 shares 407 $76.1K 0.01% +22 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,069 shares; 2024Q4: 3,069 shares; 2025Q1: 3,066 shares; 2025Q2: 3,066 shares; 2025Q3: 2,066 shares; 2025Q4: 1,563 shares; 2026Q1: 1,563 shares; 2026Q2: 1,563 shares 1,563 $75K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419 shares; 2024Q4: 419 shares; 2025Q1: 419 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 419 shares; 2026Q1: 324 shares; 2026Q2: 336 shares 336 $74K 0.01% +12 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: 974 shares; 2025Q2: 974 shares; 2025Q3: 974 shares; 2025Q4: 974 shares; 2026Q1: 974 shares; 2026Q2: 974 shares 974 $73.8K 0.01% 0 Timeline BHC BAUSCH HEALTH COS INC More: the full row for BAUSCH HEALTH COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 9,947 shares; 2025Q1: 10,895 shares; 2025Q2: 10,895 shares; 2025Q3: 14,465 shares; 2025Q4: 15,095 shares; 2026Q1: 14,905 shares; 2026Q2: 14,905 shares 14,905 $73.5K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 290 shares; 2025Q3: 280 shares; 2025Q4: 30,421 shares; 2026Q1: 280 shares; 2026Q2: 250 shares 250 $73.3K 0.01% -30 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 80 shares; 2026Q2: 100 shares 100 $72.3K 0.01% +20 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,506 shares; 2024Q4: 4,959 shares; 2025Q1: 5,265 shares; 2025Q2: 5,500 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 2,084 shares; 2026Q2: 1,898 shares 1,898 $70.8K 0.01% -186 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457 shares; 2024Q4: 457 shares; 2025Q1: 457 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $70.1K 0.01% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $69.8K 0.01% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: 237 shares; 2025Q1: 237 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 237 shares; 2026Q2: 237 shares 237 $69.7K 0.01% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $67.4K 0.01% 0 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $66.9K 0.01% 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; 2024Q3: 636 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 506 shares; 2025Q3: 706 shares; 2025Q4: 706 shares; 2026Q1: 686 shares; 2026Q2: 604 shares 604 $66.8K 0.01% -82 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,415 shares; 2025Q2: 1,415 shares; 2025Q3: 1,415 shares; 2025Q4: 1,415 shares; 2026Q1: 1,415 shares; 2026Q2: 1,415 shares 1,415 $65.5K 0.01% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 771 shares; 2024Q4: 772 shares; 2025Q1: 816 shares; 2025Q2: 817 shares; 2025Q3: 818 shares; 2025Q4: 776 shares; 2026Q1: 777 shares; 2026Q2: 778 shares 778 $64.3K 0.01% +1 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares; 2026Q2: 4,200 shares 4,200 $64.3K 0.01% +200 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 243 shares; 2024Q4: 243 shares; 2025Q1: 228 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 128 shares; 2026Q1: 128 shares; 2026Q2: 128 shares 128 $64.2K 0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 661 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 598 shares 598 $63.6K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 687 shares; 2025Q4: 702 shares; 2026Q1: 673 shares; 2026Q2: 658 shares 658 $62.5K 0.01% -15 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,389 shares; 2025Q3: 1,470 shares; 2025Q4: 1,471 shares; 2026Q1: 1,471 shares; 2026Q2: 1,471 shares 1,471 $61.7K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 5,646 shares; 2025Q1: 3,656 shares; 2025Q2: 3,666 shares; 2025Q3: 2,275 shares; 2025Q4: 2,103 shares; 2026Q1: 2,108 shares; 2026Q2: 2,113 shares 2,113 $61.2K 0.01% +5 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,019 shares; 2024Q4: 573 shares; 2025Q1: 591 shares; 2025Q2: 609 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 618 shares; 2026Q2: 562 shares 562 $60.6K 0.01% -56 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,467 shares; 2025Q3: 1,384 shares; 2025Q4: 1,360 shares; 2026Q1: 979 shares; 2026Q2: 884 shares 884 $60.5K 0.01% -95 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 772 shares; 2026Q2: 772 shares 772 $60.4K 0.01% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,058 shares 2,058 $58.8K 0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 600 shares; 2026Q2: 575 shares 575 $57.7K 0.01% -25 Timeline DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,450 shares; 2024Q4: 11,010 shares; 2025Q1: 17,211 shares; 2025Q2: 17,371 shares; 2025Q3: 16,521 shares; 2025Q4: 16,621 shares; 2026Q1: 16,361 shares; 2026Q2: 3,616 shares 3,616 $57.1K 0.01% -12,745 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 276 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares; 2026Q2: 166 shares 166 $56.9K 0.01% 0 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,835 shares; 2026Q1: 3,985 shares; 2026Q2: 3,985 shares 3,985 $56.5K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 669 shares; 2025Q2: 669 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 1,110 shares; 2026Q2: 1,110 shares 1,110 $53.9K <0.01% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $52.6K <0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 576 shares; 2024Q4: 476 shares; 2025Q1: 460 shares; 2025Q2: 479 shares; 2025Q3: 446 shares; 2025Q4: 446 shares; 2026Q1: 446 shares; 2026Q2: 446 shares 446 $52.5K <0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,515 shares; 2025Q3: 16,775 shares; 2025Q4: 16,775 shares; 2026Q1: 16,775 shares; 2026Q2: 16,545 shares 16,545 $51.8K <0.01% -230 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 162 shares; 2025Q2: 154 shares; 2025Q3: 181 shares; 2025Q4: 208 shares; 2026Q1: 208 shares; 2026Q2: 208 shares 208 $51.7K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 470 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 605 shares; 2025Q3: 570 shares; 2025Q4: 540 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $51.5K <0.01% 0 Timeline OABI OMNIAB INC More: the full row for OMNIAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,480 shares; 2024Q4: 20,480 shares; 2025Q1: 22,200 shares; 2025Q2: 23,235 shares; 2025Q3: 20,435 shares; 2025Q4: 20,435 shares; 2026Q1: 20,815 shares; 2026Q2: 20,815 shares 20,815 $51.2K <0.01% 0 Timeline ASLE AERSALE CORPORATION More: the full row for AERSALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,730 shares; 2025Q1: 10,730 shares; 2025Q2: 10,730 shares; 2025Q3: 9,630 shares; 2025Q4: 9,630 shares; 2026Q1: 9,630 shares; 2026Q2: 7,930 shares 7,930 $50.1K <0.01% -1,700 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 593 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 593 shares; 2026Q2: 593 shares 593 $49.7K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,840 shares; 2024Q4: 668 shares; 2025Q1: 686 shares; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares; 2026Q1: 686 shares; 2026Q2: 686 shares 686 $49.3K <0.01% 0 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 2,877 shares; 2025Q1: 2,877 shares; 2025Q2: 2,877 shares; 2025Q3: 2,877 shares; 2025Q4: 2,738 shares; 2026Q1: 2,738 shares; 2026Q2: 2,738 shares 2,738 $48.7K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 178 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 122 shares; 2025Q4: 922 shares; 2026Q1: 870 shares; 2026Q2: 870 shares 870 $48.3K <0.01% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 92 shares; 2025Q4: 92 shares; 2026Q1: 205 shares; 2026Q2: 682 shares 682 $47.6K <0.01% +477 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557 shares; 2024Q4: 2,057 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 1,574 shares; 2025Q4: 1,574 shares; 2026Q1: 2,574 shares; 2026Q2: 2,574 shares 2,574 $46.5K <0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 271 shares 271 $46.3K <0.01% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 29 shares; 2026Q2: 34 shares 34 $46.3K <0.01% +5 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 427 shares; 2024Q4: 427 shares; 2025Q1: 427 shares; 2025Q2: 427 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 348 shares; 2026Q2: 348 shares 348 $45.7K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares; 2026Q2: 1,007 shares 1,007 $45.2K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,070 shares; 2024Q4: 547 shares; 2025Q1: 556 shares; 2025Q2: 571 shares; 2025Q3: 571 shares; 2025Q4: 621 shares; 2026Q1: 545 shares; 2026Q2: 560 shares 560 $45K <0.01% +15 Timeline ONEW ONEWATER MARINE INC More: the full row for ONEWATER MARINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,186 shares; 2024Q4: 3,578 shares; 2025Q1: 4,123 shares; 2025Q2: 4,523 shares; 2025Q3: 4,193 shares; 2025Q4: 4,060 shares; 2026Q1: 3,990 shares; 2026Q2: 3,990 shares 3,990 $45K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,174 shares 1,174 $44.7K <0.01% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 513 shares 513 $44.2K <0.01% +501 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,389 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 385 shares; 2026Q1: 429 shares; 2026Q2: 407 shares 407 $43.8K <0.01% -22 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 240 shares 240 $43.1K <0.01% +10 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares; 2026Q2: 143 shares 143 $42.8K <0.01% +63 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 500 shares; 2026Q2: 452 shares 452 $42.3K <0.01% -48 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,212 shares; 2026Q2: 1,175 shares 1,175 $42.3K <0.01% -37 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 834 shares 834 $40.5K <0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 489 shares; 2024Q4: 442 shares; 2025Q1: 478 shares; 2025Q2: 402 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares; 2026Q2: 361 shares 361 $39.5K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 225 shares; 2025Q4: 215 shares; 2026Q1: 209 shares; 2026Q2: 230 shares 230 $37.6K <0.01% +21 Timeline JMTG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 709 shares; 2026Q1: 709 shares; 2026Q2: 709 shares 709 $35.9K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170 shares; 2026Q1: 184 shares; 2026Q2: 300 shares 300 $35.7K <0.01% +116 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 369 shares; 2025Q2: 369 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 369 shares; 2026Q2: 369 shares 369 $35.6K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $35.4K <0.01% 0 Timeline CKX CKX LDS INC More: the full row for CKX LDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 3,579 shares; 2025Q1: 3,579 shares; 2025Q2: 3,579 shares; 2025Q3: 3,579 shares; 2025Q4: 3,260 shares; 2026Q1: 3,260 shares; 2026Q2: 3,260 shares 3,260 $35.2K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 24 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $35.2K <0.01% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 286 shares; 2025Q1: 287 shares; 2025Q2: 401 shares; 2025Q3: 426 shares; 2025Q4: 426 shares; 2026Q1: 427 shares; 2026Q2: 428 shares 428 $34.9K <0.01% +1 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 423 shares; 2025Q1: 423 shares; 2025Q2: 423 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 353 shares; 2026Q2: 353 shares 353 $34.1K <0.01% 0 Timeline FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 11,090 shares; 2025Q1: 11,780 shares; 2025Q2: 11,995 shares; 2025Q3: 11,570 shares; 2025Q4: 11,800 shares; 2026Q1: 12,070 shares; 2026Q2: 12,070 shares 12,070 $33.7K <0.01% 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; 2024Q3: 484 shares; 2024Q4: 485 shares; 2025Q1: 486 shares; 2025Q2: 487 shares; 2025Q3: 488 shares; 2025Q4: 489 shares; 2026Q1: 435 shares; 2026Q2: 436 shares 436 $33.6K <0.01% +1 Timeline ECOR ELECTROCORE INC More: the full row for ELECTROCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,862 shares; 2025Q3: 3,862 shares; 2025Q4: 3,862 shares; 2026Q1: 3,862 shares; 2026Q2: 3,862 shares 3,862 $33.4K <0.01% 0 Timeline FSP FRANKLIN STR PPTYS CORP More: the full row for FRANKLIN STR PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,430 shares; 2024Q4: 61,930 shares; 2025Q1: 65,530 shares; 2025Q2: 66,030 shares; 2025Q3: 65,030 shares; 2025Q4: 66,480 shares; 2026Q1: 66,480 shares; 2026Q2: 64,400 shares 64,400 $33.2K <0.01% -2,080 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $33K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 98 shares; 2026Q1: 98 shares; 2026Q2: 128 shares 128 $32.6K <0.01% +30 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $32.5K <0.01% 0 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 351 shares; 2025Q4: 351 shares; 2026Q1: 351 shares; 2026Q2: 351 shares 351 $32.1K <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $32K <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $31.9K <0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 290 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 251 shares; 2026Q1: 110 shares; 2026Q2: 100 shares 100 $31.4K <0.01% -10 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105 shares; 2024Q4: 105 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares; 2026Q2: 105 shares 105 $30.5K <0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 61 shares; 2026Q2: 61 shares 61 $30.3K <0.01% 0 Timeline MPTI M-TRON INDS INC More: the full row for M-TRON INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $29.7K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares; 2026Q2: 200 shares 200 $28.6K <0.01% 0 Timeline DTI DRILLING TOOLS INTL CORP More: the full row for DRILLING TOOLS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,655 shares 14,655 $28.3K <0.01% new Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $28.1K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares; 2026Q2: 44 shares 44 $27.9K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 316 shares; 2024Q4: 316 shares; 2025Q1: 316 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares; 2026Q2: 316 shares 316 $27.7K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 548 shares 548 $27.5K <0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563 shares; 2024Q4: 545 shares; 2025Q1: 540 shares; 2025Q2: 537 shares; 2025Q3: 23 shares; 2025Q4: 23 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $27.5K <0.01% 0 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 115 shares; 2026Q2: 115 shares 115 $26.9K <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 2,195 shares; 2026Q2: 1,250 shares 1,250 $26.6K <0.01% -945 Timeline EGUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 355 shares; 2024Q4: 355 shares; 2025Q1: 355 shares; 2025Q2: 355 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 450 shares 450 $26.3K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,440 shares; 2026Q2: 1,440 shares 1,440 $25.8K <0.01% 0 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 191 shares 191 $25.7K <0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230 shares; 2024Q4: 230 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 209 shares; 2026Q2: 209 shares 209 $24.7K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 350 shares; 2026Q1: 350 shares; 2026Q2: 350 shares 350 $24.5K <0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 617 shares 617 $24.5K <0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 107 shares; 2025Q4: 82 shares; 2026Q1: 86 shares; 2026Q2: 82 shares 82 $24.4K <0.01% -4 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares; 2026Q1: 320 shares; 2026Q2: 320 shares 320 $24.3K <0.01% 0 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 790 shares 790 $23.9K <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 326 shares; 2026Q1: 224 shares; 2026Q2: 224 shares 224 $23.3K <0.01% 0 Timeline LBTYK LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,203 shares; 2024Q4: 3,203 shares; 2025Q1: 3,203 shares; 2025Q2: 3,203 shares; 2025Q3: 2,103 shares; 2025Q4: 2,103 shares; 2026Q1: 2,103 shares; 2026Q2: 2,103 shares 2,103 $23.1K <0.01% 0 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,730 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,490 shares; 2026Q1: 2,490 shares; 2026Q2: 2,280 shares 2,280 $23.1K <0.01% -210 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $21.7K <0.01% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares; 2026Q2: 295 shares 295 $21.6K <0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 253 shares; 2025Q4: 78 shares; 2026Q1: 78 shares; 2026Q2: 78 shares 78 $21.3K <0.01% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 223 shares; 2025Q3: 223 shares; 2025Q4: 223 shares; 2026Q1: 223 shares; 2026Q2: 223 shares 223 $21.2K <0.01% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,663 shares; 2025Q4: 1,663 shares; 2026Q1: 1,663 shares; 2026Q2: 1,663 shares 1,663 $21.1K <0.01% 0 Timeline