AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930,121 shares; 2024Q4: 987,096 shares; 2025Q1: 1,051,553 shares; 2025Q2: 1,074,556 shares; 2025Q3: 1,100,651 shares; 2025Q4: 1,150,578 shares; 2026Q1: 1,189,165 shares; 2026Q2: 1,208,088 shares 1,208,088 $112M 6.13% +18,923 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 315,914 shares; 2024Q4: 512,944 shares; 2025Q1: 573,707 shares; 2025Q2: 596,319 shares; 2025Q3: 647,503 shares; 2025Q4: 700,712 shares; 2026Q1: 762,310 shares; 2026Q2: 810,647 shares 810,647 $105M 5.72% +48,337 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: 1,729,003 shares; 2024Q4: 1,922,583 shares; 2025Q1: 2,029,044 shares; 2025Q2: 1,926,101 shares; 2025Q3: 1,808,071 shares; 2025Q4: 1,867,988 shares; 2026Q1: 1,919,555 shares; 2026Q2: 2,057,137 shares 2,057,137 $104M 5.65% +137,582 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 137,699 shares; 2024Q4: 162,029 shares; 2025Q1: 182,405 shares; 2025Q2: 187,164 shares; 2025Q3: 208,227 shares; 2025Q4: 224,852 shares; 2026Q1: 239,288 shares; 2026Q2: 255,661 shares 255,661 $95.6M 5.21% +16,373 Timeline JBND 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: 987,398 shares; 2025Q4: 1,245,983 shares; 2026Q1: 1,622,258 shares; 2026Q2: 1,722,643 shares 1,722,643 $90.6M 4.94% +100,385 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589,915 shares; 2024Q4: 600,839 shares; 2025Q1: 641,585 shares; 2025Q2: 724,957 shares; 2025Q3: 826,583 shares; 2025Q4: 880,037 shares; 2026Q1: 987,957 shares; 2026Q2: 1,044,906 shares 1,044,906 $84.8M 4.62% +56,949 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: 195,646 shares; 2024Q4: 188,992 shares; 2025Q1: 190,349 shares; 2025Q2: 194,599 shares; 2025Q3: 193,436 shares; 2025Q4: 188,828 shares; 2026Q1: 216,109 shares; 2026Q2: 215,688 shares 215,688 $65.4M 3.57% -421 Timeline DFAI 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: 87,977 shares; 2024Q4: 627,252 shares; 2025Q1: 973,981 shares; 2025Q2: 1,070,205 shares; 2025Q3: 1,222,944 shares; 2025Q4: 1,321,376 shares; 2026Q1: 1,414,582 shares; 2026Q2: 1,493,788 shares 1,493,788 $63.1M 3.44% +79,206 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 265,562 shares; 2024Q4: 340,063 shares; 2025Q1: 413,727 shares; 2025Q2: 442,017 shares; 2025Q3: 480,389 shares; 2025Q4: 511,740 shares; 2026Q1: 551,646 shares; 2026Q2: 607,391 shares 607,391 $55.6M 3.03% +55,745 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: 67,199 shares; 2024Q4: 67,695 shares; 2025Q1: 69,801 shares; 2025Q2: 71,216 shares; 2025Q3: 70,660 shares; 2025Q4: 69,863 shares; 2026Q1: 68,351 shares; 2026Q2: 74,033 shares 74,033 $36.1M 1.97% +5,682 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: 500,517 shares; 2024Q4: 490,652 shares; 2025Q1: 491,440 shares; 2025Q2: 619,808 shares; 2025Q3: 656,953 shares; 2025Q4: 689,620 shares; 2026Q1: 627,358 shares; 2026Q2: 678,796 shares 678,796 $34.5M 1.88% +51,438 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: 102,624 shares; 2024Q4: 101,231 shares; 2025Q1: 92,055 shares; 2025Q2: 92,552 shares; 2025Q3: 88,528 shares; 2025Q4: 87,552 shares; 2026Q1: 85,004 shares; 2026Q2: 381,114 shares 381,114 $34.4M 1.87% +296,110 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: 65,079 shares; 2024Q4: 63,531 shares; 2025Q1: 63,502 shares; 2025Q2: 51,283 shares; 2025Q3: 52,458 shares; 2025Q4: 52,390 shares; 2026Q1: 52,999 shares; 2026Q2: 42,877 shares 42,877 $32.5M 1.77% -10,122 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,907 shares; 2025Q4: 185,176 shares; 2026Q1: 265,762 shares; 2026Q2: 287,315 shares 287,315 $29.2M 1.59% +21,553 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: 72,521 shares; 2024Q4: 71,589 shares; 2025Q1: 70,443 shares; 2025Q2: 72,156 shares; 2025Q3: 69,159 shares; 2025Q4: 68,767 shares; 2026Q1: 64,782 shares; 2026Q2: 76,085 shares 76,085 $28.4M 1.55% +11,303 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: 17,415 shares; 2024Q4: 18,129 shares; 2025Q1: 18,279 shares; 2025Q2: 18,379 shares; 2025Q3: 18,798 shares; 2025Q4: 18,592 shares; 2026Q1: 19,142 shares; 2026Q2: 40,333 shares 40,333 $28.1M 1.53% +21,191 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: 122,584 shares; 2024Q4: 122,774 shares; 2025Q1: 141,315 shares; 2025Q2: 142,012 shares; 2025Q3: 146,640 shares; 2025Q4: 132,854 shares; 2026Q1: 127,178 shares; 2026Q2: 128,408 shares 128,408 $26.5M 1.45% +1,230 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,214,111 shares; 2024Q4: 1,554,943 shares; 2025Q1: 1,198,690 shares; 2025Q2: 1,101,769 shares; 2025Q3: 934,450 shares; 2025Q4: 881,044 shares; 2026Q1: 778,819 shares; 2026Q2: 666,771 shares 666,771 $25.5M 1.39% -112,048 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456,654 shares; 2024Q4: 576,469 shares; 2025Q1: 715,298 shares; 2025Q2: 765,808 shares; 2025Q3: 841,330 shares; 2025Q4: 912,318 shares; 2026Q1: 967,302 shares; 2026Q2: 548,221 shares 548,221 $22.8M 1.24% -419,081 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,941 shares; 2025Q3: 342,969 shares; 2025Q4: 455,178 shares; 2026Q1: 580,164 shares; 2026Q2: 444,537 shares 444,537 $22.1M 1.2% -135,627 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: 65,910 shares; 2024Q4: 65,557 shares; 2025Q1: 66,913 shares; 2025Q2: 69,188 shares; 2025Q3: 70,811 shares; 2025Q4: 71,429 shares; 2026Q1: 72,988 shares; 2026Q2: 76,356 shares 76,356 $21.7M 1.18% +3,368 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP 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: 728,743 shares 728,743 $21.5M 1.17% new 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: 59,970 shares; 2024Q4: 58,494 shares; 2025Q1: 43,395 shares; 2025Q2: 43,305 shares; 2025Q3: 44,497 shares; 2025Q4: 44,663 shares; 2026Q1: 35,708 shares; 2026Q2: 28,632 shares 28,632 $20M 1.09% -7,076 Timeline AVUQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 286,749 shares 286,749 $19.1M 1.04% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,968,950 shares; 2024Q4: 1,157,040 shares; 2025Q1: 828,561 shares; 2025Q2: 771,597 shares; 2025Q3: 675,038 shares; 2025Q4: 691,006 shares; 2026Q1: 544,727 shares; 2026Q2: 527,312 shares 527,312 $18.3M 1% -17,415 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: 43,044 shares; 2024Q4: 42,406 shares; 2025Q1: 42,813 shares; 2025Q2: 43,169 shares; 2025Q3: 42,869 shares; 2025Q4: 42,789 shares; 2026Q1: 43,341 shares; 2026Q2: 48,665 shares 48,665 $17.2M 0.94% +5,324 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: 149,916 shares; 2024Q4: 146,949 shares; 2025Q1: 160,383 shares; 2025Q2: 166,002 shares; 2025Q3: 172,745 shares; 2025Q4: 176,396 shares; 2026Q1: 185,342 shares; 2026Q2: 193,874 shares 193,874 $16M 0.87% +8,532 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: 38,779 shares; 2024Q4: 38,399 shares; 2025Q1: 39,907 shares; 2025Q2: 40,742 shares; 2025Q3: 40,837 shares; 2025Q4: 40,382 shares; 2026Q1: 38,451 shares; 2026Q2: 42,598 shares 42,598 $15.9M 0.87% +4,147 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,472 shares; 2024Q4: 49,960 shares; 2025Q1: 52,012 shares; 2025Q2: 52,014 shares; 2025Q3: 47,622 shares; 2025Q4: 47,431 shares; 2026Q1: 49,922 shares; 2026Q2: 45,395 shares 45,395 $15.6M 0.85% -4,527 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: 28,385 shares; 2024Q4: 26,190 shares; 2025Q1: 27,604 shares; 2025Q2: 28,049 shares; 2025Q3: 26,715 shares; 2025Q4: 25,014 shares; 2026Q1: 24,902 shares; 2026Q2: 26,083 shares 26,083 $15.4M 0.84% +1,181 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 256,551 shares; 2024Q4: 256,938 shares; 2025Q1: 257,301 shares; 2025Q2: 257,484 shares; 2025Q3: 258,319 shares; 2025Q4: 257,582 shares; 2026Q1: 257,917 shares; 2026Q2: 258,230 shares 258,230 $14.5M 0.79% +313 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,076 shares; 2024Q4: 89,798 shares; 2025Q1: 91,146 shares; 2025Q2: 90,665 shares; 2025Q3: 91,576 shares; 2025Q4: 94,473 shares; 2026Q1: 98,439 shares; 2026Q2: 91,077 shares 91,077 $14.4M 0.78% -7,362 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: 53,968 shares; 2024Q4: 53,171 shares; 2025Q1: 53,185 shares; 2025Q2: 65,981 shares; 2025Q3: 40,170 shares; 2025Q4: 46,006 shares; 2026Q1: 28,019 shares; 2026Q2: 22,340 shares 22,340 $11.9M 0.65% -5,679 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: 15,141 shares; 2024Q4: 15,332 shares; 2025Q1: 16,470 shares; 2025Q2: 17,449 shares; 2025Q3: 16,993 shares; 2025Q4: 17,048 shares; 2026Q1: 17,445 shares; 2026Q2: 29,555 shares 29,555 $11.6M 0.63% +12,110 Timeline AVTM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192,733 shares; 2026Q2: 192,733 shares 192,733 $10.5M 0.57% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,023 shares; 2024Q4: 16,614 shares; 2025Q1: 17,929 shares; 2025Q2: 18,714 shares; 2025Q3: 18,622 shares; 2025Q4: 18,616 shares; 2026Q1: 18,233 shares; 2026Q2: 18,684 shares 18,684 $9.59M 0.52% +451 Timeline DFAE 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: 335,355 shares; 2024Q4: 341,062 shares; 2025Q1: 357,945 shares; 2025Q2: 374,162 shares; 2025Q3: 390,466 shares; 2025Q4: 412,340 shares; 2026Q1: 436,182 shares; 2026Q2: 249,214 shares 249,214 $9.43M 0.51% -186,968 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: 208,223 shares; 2024Q4: 206,535 shares; 2025Q1: 202,790 shares; 2025Q2: 202,064 shares; 2025Q3: 211,730 shares; 2025Q4: 206,602 shares; 2026Q1: 204,966 shares; 2026Q2: 204,444 shares 204,444 $9.22M 0.5% -522 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,730 shares; 2025Q2: 9,827 shares; 2025Q3: 9,305 shares; 2025Q4: 9,324 shares; 2026Q1: 8,811 shares; 2026Q2: 8,812 shares 8,812 $9.05M 0.49% +1 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: 27,865 shares; 2024Q4: 36,191 shares; 2025Q1: 36,193 shares; 2025Q2: 83,780 shares; 2025Q3: 38,174 shares; 2025Q4: 37,798 shares; 2026Q1: 37,244 shares; 2026Q2: 37,096 shares 37,096 $8.91M 0.49% -148 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,919 shares; 2024Q4: 46,603 shares; 2025Q1: 52,616 shares; 2025Q2: 61,247 shares; 2025Q3: 58,183 shares; 2025Q4: 57,592 shares; 2026Q1: 54,700 shares; 2026Q2: 57,370 shares 57,370 $8.9M 0.49% +2,670 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 11 shares; 2026Q2: 11 shares 11 $8.45M 0.46% 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: 21,666 shares; 2024Q4: 21,678 shares; 2025Q1: 21,694 shares; 2025Q2: 21,687 shares; 2025Q3: 21,841 shares; 2025Q4: not reported; 2026Q1: 21,857 shares; 2026Q2: 21,836 shares 21,836 $7.81M 0.43% -21 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: 13,719 shares; 2024Q4: 13,721 shares; 2025Q1: 13,973 shares; 2025Q2: 14,047 shares; 2025Q3: 13,994 shares; 2025Q4: 13,566 shares; 2026Q1: 13,306 shares; 2026Q2: 13,335 shares 13,335 $7.61M 0.42% +29 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: 18,417 shares; 2024Q4: 18,501 shares; 2025Q1: 18,586 shares; 2025Q2: 19,116 shares; 2025Q3: 19,200 shares; 2025Q4: 19,111 shares; 2026Q1: 18,249 shares; 2026Q2: 18,352 shares 18,352 $7.45M 0.41% +103 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 4,272 shares; 2025Q3: 4,267 shares; 2025Q4: 4,241 shares; 2026Q1: 3,947 shares; 2026Q2: 40,711 shares 40,711 $7.42M 0.4% +36,764 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: 47,656 shares; 2024Q4: 42,395 shares; 2025Q1: 43,532 shares; 2025Q2: 42,389 shares; 2025Q3: 43,102 shares; 2025Q4: 42,764 shares; 2026Q1: 40,004 shares; 2026Q2: 55,600 shares 55,600 $6.44M 0.35% +15,596 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,384 shares; 2024Q4: 65,384 shares; 2025Q1: 81,829 shares; 2025Q2: 81,829 shares; 2025Q3: 81,644 shares; 2025Q4: 76,806 shares; 2026Q1: 76,773 shares; 2026Q2: 76,767 shares 76,767 $6.36M 0.35% -6 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,403 shares; 2025Q2: 7,443 shares; 2025Q3: 7,339 shares; 2025Q4: 65,743 shares; 2026Q1: 77,331 shares; 2026Q2: 83,854 shares 83,854 $6.15M 0.34% +6,523 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: 31,286 shares; 2024Q4: 22,293 shares; 2025Q1: 23,809 shares; 2025Q2: 22,421 shares; 2025Q3: 22,718 shares; 2025Q4: 22,604 shares; 2026Q1: 21,659 shares; 2026Q2: 22,989 shares 22,989 $5.85M 0.32% +1,330 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: 20,005 shares; 2024Q4: 19,312 shares; 2025Q1: 19,668 shares; 2025Q2: 19,658 shares; 2025Q3: 17,058 shares; 2025Q4: 16,870 shares; 2026Q1: 16,055 shares; 2026Q2: 15,930 shares 15,930 $5.83M 0.32% -125 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: not reported; 2024Q4: not reported; 2025Q1: 8,182 shares; 2025Q2: 8,232 shares; 2025Q3: 8,494 shares; 2025Q4: 8,567 shares; 2026Q1: 8,226 shares; 2026Q2: 13,884 shares 13,884 $4.78M 0.26% +5,658 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: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 5,520 shares; 2025Q3: 6,034 shares; 2025Q4: 6,164 shares; 2026Q1: 6,229 shares; 2026Q2: 6,229 shares 6,229 $4.74M 0.26% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,905 shares; 2025Q2: 3,944 shares; 2025Q3: 3,955 shares; 2025Q4: 3,941 shares; 2026Q1: 4,051 shares; 2026Q2: 3,983 shares 3,983 $4.47M 0.24% -68 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: 19,968 shares; 2024Q4: 20,054 shares; 2025Q1: 20,579 shares; 2025Q2: 22,496 shares; 2025Q3: 22,639 shares; 2025Q4: 23,620 shares; 2026Q1: 23,492 shares; 2026Q2: 38,961 shares 38,961 $4.31M 0.24% +15,469 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: 55,608 shares; 2024Q4: 56,990 shares; 2025Q1: 53,700 shares; 2025Q2: 53,085 shares; 2025Q3: 51,936 shares; 2025Q4: 49,730 shares; 2026Q1: 48,338 shares; 2026Q2: 47,827 shares 47,827 $4.29M 0.23% -511 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: not reported; 2024Q4: not reported; 2025Q1: 12,282 shares; 2025Q2: 13,794 shares; 2025Q3: 13,867 shares; 2025Q4: 13,898 shares; 2026Q1: 13,275 shares; 2026Q2: 13,035 shares 13,035 $4.2M 0.23% -240 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: 8,539 shares; 2025Q2: 8,870 shares; 2025Q3: 8,636 shares; 2025Q4: 8,699 shares; 2026Q1: 7,891 shares; 2026Q2: 7,855 shares 7,855 $4.04M 0.22% -36 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,490 shares; 2025Q2: 6,559 shares; 2025Q3: 6,341 shares; 2025Q4: 31,283 shares; 2026Q1: 35,958 shares; 2026Q2: 35,229 shares 35,229 $4.02M 0.22% -729 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: 41,070 shares; 2024Q4: 40,635 shares; 2025Q1: 40,316 shares; 2025Q2: 40,379 shares; 2025Q3: 38,926 shares; 2025Q4: 38,629 shares; 2026Q1: 37,857 shares; 2026Q2: 37,837 shares 37,837 $4.01M 0.22% -20 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,451 shares; 2025Q2: 6,125 shares; 2025Q3: 5,982 shares; 2025Q4: 6,050 shares; 2026Q1: 5,766 shares; 2026Q2: 6,125 shares 6,125 $3.97M 0.22% +359 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 253,781 shares; 2025Q4: 241,002 shares; 2026Q1: 286,808 shares; 2026Q2: 288,390 shares 288,390 $3.82M 0.21% +1,582 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: 46,900 shares; 2024Q4: 46,144 shares; 2025Q1: 28,351 shares; 2025Q2: 27,393 shares; 2025Q3: 25,867 shares; 2025Q4: 25,887 shares; 2026Q1: 22,791 shares; 2026Q2: 135,090 shares 135,090 $3.72M 0.2% +112,299 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: 38,553 shares; 2024Q4: 46,001 shares; 2025Q1: 46,001 shares; 2025Q2: 46,001 shares; 2025Q3: 45,958 shares; 2025Q4: 45,958 shares; 2026Q1: 45,958 shares; 2026Q2: 46,238 shares 46,238 $3.71M 0.2% +280 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,524 shares; 2025Q2: 3,696 shares; 2025Q3: 4,084 shares; 2025Q4: 4,294 shares; 2026Q1: 4,298 shares; 2026Q2: 4,453 shares 4,453 $3.69M 0.2% +155 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: 30,268 shares; 2024Q4: 29,358 shares; 2025Q1: 28,669 shares; 2025Q2: 29,667 shares; 2025Q3: 28,468 shares; 2025Q4: 28,730 shares; 2026Q1: 28,305 shares; 2026Q2: 34,377 shares 34,377 $3.37M 0.18% +6,072 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: 18,484 shares; 2024Q4: 18,963 shares; 2025Q1: 18,837 shares; 2025Q2: 19,810 shares; 2025Q3: 19,401 shares; 2025Q4: 18,679 shares; 2026Q1: 15,827 shares; 2026Q2: 23,745 shares 23,745 $3.36M 0.18% +7,918 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: 12,022 shares; 2024Q4: 10,267 shares; 2025Q1: 9,515 shares; 2025Q2: 9,568 shares; 2025Q3: 9,588 shares; 2025Q4: 8,774 shares; 2026Q1: 8,242 shares; 2026Q2: 8,791 shares 8,791 $3.27M 0.18% +549 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,100 shares; 2025Q2: 7,103 shares; 2025Q3: 6,748 shares; 2025Q4: 6,890 shares; 2026Q1: 6,505 shares; 2026Q2: 6,485 shares 6,485 $3.14M 0.17% -20 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,205 shares; 2025Q2: 2,753 shares; 2025Q3: 3,084 shares; 2025Q4: 3,414 shares; 2026Q1: 27,210 shares; 2026Q2: 27,211 shares 27,211 $3.13M 0.17% +1 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,273 shares; 2024Q4: 52,750 shares; 2025Q1: 51,354 shares; 2025Q2: 49,809 shares; 2025Q3: 47,937 shares; 2025Q4: 47,439 shares; 2026Q1: 43,736 shares; 2026Q2: 46,495 shares 46,495 $3.09M 0.17% +2,759 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: 115,819 shares; 2024Q4: 101,417 shares; 2025Q1: 99,011 shares; 2025Q2: 97,744 shares; 2025Q3: 98,831 shares; 2025Q4: 97,802 shares; 2026Q1: 108,245 shares; 2026Q2: 81,105 shares 81,105 $3.09M 0.17% -27,140 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: not reported; 2024Q4: not reported; 2025Q1: 3,829 shares; 2025Q2: 3,958 shares; 2025Q3: 4,024 shares; 2025Q4: 4,369 shares; 2026Q1: 4,304 shares; 2026Q2: 8,323 shares 8,323 $3.07M 0.17% +4,019 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: 23,224 shares; 2024Q4: 23,813 shares; 2025Q1: 22,572 shares; 2025Q2: 23,011 shares; 2025Q3: 23,377 shares; 2025Q4: 23,756 shares; 2026Q1: 23,809 shares; 2026Q2: 23,905 shares 23,905 $3.05M 0.17% +96 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: not reported; 2024Q4: not reported; 2025Q1: 3,958 shares; 2025Q2: 6,744 shares; 2025Q3: 6,744 shares; 2025Q4: 6,744 shares; 2026Q1: 6,799 shares; 2026Q2: 40,037 shares 40,037 $3.05M 0.17% +33,238 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: 42,596 shares; 2024Q4: 42,580 shares; 2025Q1: 43,147 shares; 2025Q2: 43,672 shares; 2025Q3: 44,232 shares; 2025Q4: 45,393 shares; 2026Q1: 45,034 shares; 2026Q2: 45,590 shares 45,590 $2.85M 0.16% +556 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,875 shares; 2024Q4: 37,875 shares; 2025Q1: 37,875 shares; 2025Q2: 37,875 shares; 2025Q3: 37,875 shares; 2025Q4: 37,875 shares; 2026Q1: 37,725 shares; 2026Q2: 37,725 shares 37,725 $2.7M 0.15% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,790 shares; 2024Q4: 10,857 shares; 2025Q1: 9,449 shares; 2025Q2: 9,069 shares; 2025Q3: 8,892 shares; 2025Q4: 9,061 shares; 2026Q1: 8,151 shares; 2026Q2: 8,773 shares 8,773 $2.61M 0.14% +622 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,633 shares; 2024Q4: 191,283 shares; 2025Q1: 191,283 shares; 2025Q2: 191,283 shares; 2025Q3: 188,933 shares; 2025Q4: 188,933 shares; 2026Q1: 190,006 shares; 2026Q2: 176,601 shares 176,601 $2.56M 0.14% -13,405 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: not reported; 2024Q4: not reported; 2025Q1: 6,212 shares; 2025Q2: 6,499 shares; 2025Q3: 6,214 shares; 2025Q4: 5,833 shares; 2026Q1: 5,503 shares; 2026Q2: 7,362 shares 7,362 $2.5M 0.14% +1,859 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: not reported; 2024Q4: not reported; 2025Q1: 10,027 shares; 2025Q2: 10,044 shares; 2025Q3: 10,245 shares; 2025Q4: 10,102 shares; 2026Q1: 9,803 shares; 2026Q2: 9,702 shares 9,702 $2.38M 0.13% -101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,914 shares; 2025Q4: 6,935 shares; 2026Q1: 13,526 shares; 2026Q2: 32,468 shares 32,468 $2.34M 0.13% +18,942 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,148 shares; 2025Q2: 8,087 shares; 2025Q3: 8,087 shares; 2025Q4: 8,087 shares; 2026Q1: 28,143 shares; 2026Q2: 28,143 shares 28,143 $2.3M 0.13% 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: 16,145 shares; 2024Q4: 16,127 shares; 2025Q1: 16,078 shares; 2025Q2: 16,835 shares; 2025Q3: 16,963 shares; 2025Q4: 17,279 shares; 2026Q1: 17,054 shares; 2026Q2: 17,093 shares 17,093 $2.29M 0.12% +39 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 49,799 shares; 2025Q1: 40,313 shares; 2025Q2: 39,441 shares; 2025Q3: 39,348 shares; 2025Q4: 39,348 shares; 2026Q1: 39,162 shares; 2026Q2: 43,863 shares 43,863 $2.29M 0.12% +4,701 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: not reported; 2024Q4: not reported; 2025Q1: 1,221 shares; 2025Q2: 1,303 shares; 2025Q3: 1,267 shares; 2025Q4: 1,328 shares; 2026Q1: 1,371 shares; 2026Q2: 1,390 shares 1,390 $2.28M 0.12% +19 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: not reported; 2024Q4: 10,041 shares; 2025Q1: 10,264 shares; 2025Q2: 10,491 shares; 2025Q3: 10,563 shares; 2025Q4: 11,032 shares; 2026Q1: 10,288 shares; 2026Q2: 9,932 shares 9,932 $2.25M 0.12% -356 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,129 shares; 2025Q3: 1,140 shares; 2025Q4: 1,193 shares; 2026Q1: 1,257 shares; 2026Q2: 2,203 shares 2,203 $2.22M 0.12% +946 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: 14,081 shares; 2024Q4: 13,324 shares; 2025Q1: 10,379 shares; 2025Q2: 8,753 shares; 2025Q3: 8,607 shares; 2025Q4: 8,312 shares; 2026Q1: 7,968 shares; 2026Q2: 37,141 shares 37,141 $2.19M 0.12% +29,173 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: not reported; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 2,542 shares; 2025Q3: 2,661 shares; 2025Q4: 2,631 shares; 2026Q1: 2,914 shares; 2026Q2: 6,219 shares 6,219 $2.16M 0.12% +3,305 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: 24,671 shares; 2024Q4: 23,810 shares; 2025Q1: 22,879 shares; 2025Q2: 22,005 shares; 2025Q3: 20,812 shares; 2025Q4: 20,501 shares; 2026Q1: 18,547 shares; 2026Q2: 9,516 shares 9,516 $2.15M 0.12% -9,031 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: not reported; 2024Q4: not reported; 2025Q1: 2,409 shares; 2025Q2: 2,437 shares; 2025Q3: 2,448 shares; 2025Q4: 2,488 shares; 2026Q1: 2,545 shares; 2026Q2: 5,459 shares 5,459 $2.06M 0.11% +2,914 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: 47,342 shares; 2024Q4: 47,334 shares; 2025Q1: 53,796 shares; 2025Q2: 54,423 shares; 2025Q3: 54,647 shares; 2025Q4: 54,604 shares; 2026Q1: 54,481 shares; 2026Q2: 54,792 shares 54,792 $2.06M 0.11% +311 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: 5,368 shares; 2025Q2: 5,535 shares; 2025Q3: 5,688 shares; 2025Q4: 5,575 shares; 2026Q1: 23,567 shares; 2026Q2: 23,384 shares 23,384 $2.04M 0.11% -183 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: not reported; 2024Q4: not reported; 2025Q1: 2,241 shares; 2025Q2: 2,339 shares; 2025Q3: 2,388 shares; 2025Q4: 2,398 shares; 2026Q1: 2,420 shares; 2026Q2: 2,436 shares 2,436 $2.01M 0.11% +16 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: not reported; 2024Q4: not reported; 2025Q1: 8,830 shares; 2025Q2: 9,047 shares; 2025Q3: 9,133 shares; 2025Q4: 9,224 shares; 2026Q1: 9,287 shares; 2026Q2: 9,272 shares 9,272 $2.01M 0.11% -15 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,947 shares; 2025Q2: 2,987 shares; 2025Q3: 2,949 shares; 2025Q4: 2,954 shares; 2026Q1: 2,897 shares; 2026Q2: 2,892 shares 2,892 $1.96M 0.11% -5 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: 15,713 shares; 2024Q4: 15,163 shares; 2025Q1: 16,393 shares; 2025Q2: 17,020 shares; 2025Q3: 16,964 shares; 2025Q4: 17,081 shares; 2026Q1: 16,282 shares; 2026Q2: 22,506 shares 22,506 $1.95M 0.11% +6,224 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: not reported; 2024Q4: not reported; 2025Q1: 5,795 shares; 2025Q2: 5,798 shares; 2025Q3: 6,107 shares; 2025Q4: 11,566 shares; 2026Q1: 10,947 shares; 2026Q2: 10,901 shares 10,901 $1.94M 0.11% -46 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: 15,360 shares; 2024Q4: 24,774 shares; 2025Q1: 20,091 shares; 2025Q2: 20,264 shares; 2025Q3: 22,121 shares; 2025Q4: 22,189 shares; 2026Q1: 18,141 shares; 2026Q2: 19,929 shares 19,929 $1.81M 0.1% +1,788 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: not reported; 2024Q4: not reported; 2025Q1: 9,757 shares; 2025Q2: 9,775 shares; 2025Q3: 9,860 shares; 2025Q4: 9,874 shares; 2026Q1: 8,479 shares; 2026Q2: 8,531 shares 8,531 $1.8M 0.1% +52 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,557 shares; 2026Q2: 12,107 shares 12,107 $1.79M 0.1% +10,550 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,064 shares; 2024Q4: 17,092 shares; 2025Q1: 16,567 shares; 2025Q2: 16,147 shares; 2025Q3: 14,151 shares; 2025Q4: 13,575 shares; 2026Q1: 12,257 shares; 2026Q2: 13,158 shares 13,158 $1.77M 0.1% +901 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: not reported; 2024Q4: not reported; 2025Q1: 6,109 shares; 2025Q2: 6,213 shares; 2025Q3: 6,278 shares; 2025Q4: 6,332 shares; 2026Q1: 8,367 shares; 2026Q2: 8,360 shares 8,360 $1.77M 0.1% -7 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: not reported; 2024Q4: not reported; 2025Q1: 7,083 shares; 2025Q2: 7,038 shares; 2025Q3: 7,042 shares; 2025Q4: 7,009 shares; 2026Q1: 6,700 shares; 2026Q2: 6,565 shares 6,565 $1.74M 0.09% -135 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,796 shares; 2025Q2: 5,817 shares; 2025Q3: 5,881 shares; 2025Q4: 5,914 shares; 2026Q1: 6,094 shares; 2026Q2: 6,059 shares 6,059 $1.71M 0.09% -35 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: not reported; 2024Q4: not reported; 2025Q1: 4,630 shares; 2025Q2: 4,457 shares; 2025Q3: 4,648 shares; 2025Q4: 4,254 shares; 2026Q1: 4,637 shares; 2026Q2: 5,308 shares 5,308 $1.71M 0.09% +671 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,927 shares; 2025Q2: 7,328 shares; 2025Q3: 7,191 shares; 2025Q4: 7,453 shares; 2026Q1: 7,331 shares; 2026Q2: 7,353 shares 7,353 $1.7M 0.09% +22 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: not reported; 2024Q4: not reported; 2025Q1: 2,461 shares; 2025Q2: 2,659 shares; 2025Q3: 2,543 shares; 2025Q4: 2,560 shares; 2026Q1: 2,601 shares; 2026Q2: 3,794 shares 3,794 $1.66M 0.09% +1,193 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,424 shares; 2024Q4: 15,665 shares; 2025Q1: 5,929 shares; 2025Q2: 5,937 shares; 2025Q3: 5,373 shares; 2025Q4: 5,482 shares; 2026Q1: 3,770 shares; 2026Q2: 3,807 shares 3,807 $1.63M 0.09% +37 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: not reported; 2024Q4: not reported; 2025Q1: 1,797 shares; 2025Q2: 1,780 shares; 2025Q3: 1,686 shares; 2025Q4: 1,740 shares; 2026Q1: 1,785 shares; 2026Q2: 1,695 shares 1,695 $1.62M 0.09% -90 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: 11,423 shares; 2024Q4: 11,333 shares; 2025Q1: 11,009 shares; 2025Q2: 11,076 shares; 2025Q3: 11,014 shares; 2025Q4: 11,119 shares; 2026Q1: 10,249 shares; 2026Q2: 10,369 shares 10,369 $1.59M 0.09% +120 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: 68,676 shares; 2024Q4: 65,899 shares; 2025Q1: 65,593 shares; 2025Q2: 64,753 shares; 2025Q3: 66,195 shares; 2025Q4: 65,190 shares; 2026Q1: 67,640 shares; 2026Q2: 62,287 shares 62,287 $1.56M 0.08% -5,353 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: not reported; 2024Q4: not reported; 2025Q1: 7,085 shares; 2025Q2: 8,011 shares; 2025Q3: 8,282 shares; 2025Q4: 8,027 shares; 2026Q1: 8,084 shares; 2026Q2: 8,091 shares 8,091 $1.54M 0.08% +7 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,518 shares; 2024Q4: 71,077 shares; 2025Q1: 77,288 shares; 2025Q2: 75,594 shares; 2025Q3: 77,989 shares; 2025Q4: 78,354 shares; 2026Q1: 79,803 shares; 2026Q2: 82,442 shares 82,442 $1.54M 0.08% +2,639 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,144 shares; 2025Q2: 5,144 shares; 2025Q3: 5,247 shares; 2025Q4: 5,247 shares; 2026Q1: 5,248 shares; 2026Q2: 5,248 shares 5,248 $1.51M 0.08% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,769 shares; 2025Q2: 19,233 shares; 2025Q3: 18,494 shares; 2025Q4: 18,262 shares; 2026Q1: 18,362 shares; 2026Q2: 17,631 shares 17,631 $1.5M 0.08% -731 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,651 shares; 2024Q4: 25,308 shares; 2025Q1: 25,034 shares; 2025Q2: 25,284 shares; 2025Q3: 29,612 shares; 2025Q4: 30,810 shares; 2026Q1: 39,743 shares; 2026Q2: 39,879 shares 39,879 $1.46M 0.08% +136 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: 12,942 shares; 2024Q4: not reported; 2025Q1: 6,399 shares; 2025Q2: 6,106 shares; 2025Q3: 5,948 shares; 2025Q4: 5,964 shares; 2026Q1: 5,579 shares; 2026Q2: 5,022 shares 5,022 $1.46M 0.08% -557 Timeline PDP 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: 11,607 shares; 2024Q4: 11,607 shares; 2025Q1: 11,607 shares; 2025Q2: 11,607 shares; 2025Q3: 10,712 shares; 2025Q4: 10,712 shares; 2026Q1: 10,712 shares; 2026Q2: 10,712 shares 10,712 $1.45M 0.08% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 26,761 shares; 2025Q1: 21,113 shares; 2025Q2: 19,646 shares; 2025Q3: 20,427 shares; 2025Q4: 28,968 shares; 2026Q1: 29,579 shares; 2026Q2: 30,161 shares 30,161 $1.44M 0.08% +582 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: not reported; 2024Q4: not reported; 2025Q1: 7,529 shares; 2025Q2: 10,688 shares; 2025Q3: 12,935 shares; 2025Q4: 15,502 shares; 2026Q1: 15,590 shares; 2026Q2: 16,190 shares 16,190 $1.44M 0.08% +600 Timeline VGK 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: 15,302 shares; 2024Q4: 14,776 shares; 2025Q1: 15,048 shares; 2025Q2: 14,901 shares; 2025Q3: 15,115 shares; 2025Q4: 15,710 shares; 2026Q1: 15,710 shares; 2026Q2: 15,670 shares 15,670 $1.42M 0.08% -40 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: 33,080 shares; 2024Q4: 32,932 shares; 2025Q1: 32,412 shares; 2025Q2: 32,461 shares; 2025Q3: 32,523 shares; 2025Q4: 32,864 shares; 2026Q1: 28,819 shares; 2026Q2: 29,169 shares 29,169 $1.42M 0.08% +350 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: 13,349 shares; 2024Q4: 14,939 shares; 2025Q1: 15,369 shares; 2025Q2: 15,900 shares; 2025Q3: 15,791 shares; 2025Q4: 16,277 shares; 2026Q1: 16,276 shares; 2026Q2: 16,369 shares 16,369 $1.42M 0.08% +93 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 857 shares; 2025Q4: 877 shares; 2026Q1: 870 shares; 2026Q2: 4,501 shares 4,501 $1.39M 0.08% +3,631 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: not reported; 2024Q4: not reported; 2025Q1: 2,210 shares; 2025Q2: 2,350 shares; 2025Q3: 2,388 shares; 2025Q4: 2,410 shares; 2026Q1: 2,368 shares; 2026Q2: 2,380 shares 2,380 $1.37M 0.07% +12 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,424 shares; 2025Q2: 6,644 shares; 2025Q3: 6,786 shares; 2025Q4: 8,153 shares; 2026Q1: 8,240 shares; 2026Q2: 18,965 shares 18,965 $1.36M 0.07% +10,725 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,095 shares; 2024Q4: 10,381 shares; 2025Q1: 10,787 shares; 2025Q2: 10,994 shares; 2025Q3: 11,204 shares; 2025Q4: 11,380 shares; 2026Q1: 10,625 shares; 2026Q2: 10,811 shares 10,811 $1.31M 0.07% +186 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,706 shares; 2024Q4: 18,695 shares; 2025Q1: 18,288 shares; 2025Q2: 20,428 shares; 2025Q3: 19,354 shares; 2025Q4: 20,523 shares; 2026Q1: 20,540 shares; 2026Q2: 20,503 shares 20,503 $1.29M 0.07% -37 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,742 shares; 2024Q4: 116,742 shares; 2025Q1: 116,646 shares; 2025Q2: 117,298 shares; 2025Q3: 116,827 shares; 2025Q4: 118,919 shares; 2026Q1: 118,425 shares; 2026Q2: 119,277 shares 119,277 $1.29M 0.07% +852 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,838 shares; 2025Q2: 1,862 shares; 2025Q3: 1,944 shares; 2025Q4: 1,941 shares; 2026Q1: 1,959 shares; 2026Q2: 3,809 shares 3,809 $1.26M 0.07% +1,850 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,024 shares; 2025Q2: 8,059 shares; 2025Q3: 7,953 shares; 2025Q4: 8,106 shares; 2026Q1: 8,450 shares; 2026Q2: 10,504 shares 10,504 $1.26M 0.07% +2,054 Timeline RPG 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: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $1.26M 0.07% 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: not reported; 2024Q4: not reported; 2025Q1: 6,721 shares; 2025Q2: 6,981 shares; 2025Q3: 6,683 shares; 2025Q4: 6,825 shares; 2026Q1: 6,661 shares; 2026Q2: 6,701 shares 6,701 $1.26M 0.07% +40 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: not reported; 2024Q4: not reported; 2025Q1: 25,470 shares; 2025Q2: 29,434 shares; 2025Q3: 29,434 shares; 2025Q4: 30,630 shares; 2026Q1: 30,630 shares; 2026Q2: 30,630 shares 30,630 $1.26M 0.07% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,962 shares; 2025Q2: 8,051 shares; 2025Q3: 7,999 shares; 2025Q4: 8,081 shares; 2026Q1: 8,214 shares; 2026Q2: 8,114 shares 8,114 $1.23M 0.07% -100 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,436 shares; 2025Q4: 1,464 shares; 2026Q1: 1,477 shares; 2026Q2: 1,534 shares 1,534 $1.23M 0.07% +57 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 5,046 shares; 2025Q3: 5,055 shares; 2025Q4: 4,816 shares; 2026Q1: 4,801 shares; 2026Q2: 4,831 shares 4,831 $1.23M 0.07% +30 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: not reported; 2024Q4: not reported; 2025Q1: 8,399 shares; 2025Q2: 8,327 shares; 2025Q3: 8,424 shares; 2025Q4: 8,339 shares; 2026Q1: 5,609 shares; 2026Q2: 5,525 shares 5,525 $1.22M 0.07% -84 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,440 shares; 2025Q2: 4,533 shares; 2025Q3: 4,680 shares; 2025Q4: 4,832 shares; 2026Q1: 4,905 shares; 2026Q2: 4,663 shares 4,663 $1.19M 0.06% -242 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,382 shares; 2025Q2: 6,248 shares; 2025Q3: 6,291 shares; 2025Q4: 6,324 shares; 2026Q1: 5,933 shares; 2026Q2: 5,862 shares 5,862 $1.15M 0.06% -71 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: not reported; 2024Q4: not reported; 2025Q1: 4,223 shares; 2025Q2: 4,554 shares; 2025Q3: 2,884 shares; 2025Q4: 3,073 shares; 2026Q1: 2,647 shares; 2026Q2: 5,920 shares 5,920 $1.1M 0.06% +3,273 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,076 shares; 2024Q4: 11,863 shares; 2025Q1: 11,979 shares; 2025Q2: 12,225 shares; 2025Q3: 12,545 shares; 2025Q4: 12,962 shares; 2026Q1: 12,936 shares; 2026Q2: 15,751 shares 15,751 $1.09M 0.06% +2,815 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,866 shares; 2025Q2: 7,766 shares; 2025Q3: 7,602 shares; 2025Q4: 11,905 shares; 2026Q1: 10,373 shares; 2026Q2: 7,677 shares 7,677 $1.09M 0.06% -2,696 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,584 shares; 2024Q4: 13,017 shares; 2025Q1: 12,636 shares; 2025Q2: 12,585 shares; 2025Q3: 12,370 shares; 2025Q4: 12,360 shares; 2026Q1: 12,321 shares; 2026Q2: 12,347 shares 12,347 $1.08M 0.06% +26 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: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 3,954 shares; 2025Q3: 3,973 shares; 2025Q4: 4,113 shares; 2026Q1: 4,082 shares; 2026Q2: 11,146 shares 11,146 $1.07M 0.06% +7,064 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,283 shares; 2024Q4: 51,285 shares; 2025Q1: 51,808 shares; 2025Q2: 52,821 shares; 2025Q3: 52,824 shares; 2025Q4: 52,828 shares; 2026Q1: 52,830 shares; 2026Q2: 52,833 shares 52,833 $1.07M 0.06% +3 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,404 shares; 2024Q4: 11,627 shares; 2025Q1: 12,476 shares; 2025Q2: 12,555 shares; 2025Q3: 12,340 shares; 2025Q4: 11,960 shares; 2026Q1: 10,181 shares; 2026Q2: 9,917 shares 9,917 $1.06M 0.06% -264 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,989 shares; 2025Q2: 9,010 shares; 2025Q3: 8,954 shares; 2025Q4: 9,025 shares; 2026Q1: 9,058 shares; 2026Q2: 9,015 shares 9,015 $1.05M 0.06% -43 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,545 shares; 2025Q4: 23,703 shares; 2026Q1: 27,108 shares; 2026Q2: 27,108 shares 27,108 $1.03M 0.06% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,697 shares; 2025Q2: 5,878 shares; 2025Q3: 6,347 shares; 2025Q4: 6,285 shares; 2026Q1: 6,313 shares; 2026Q2: 6,269 shares 6,269 $1.02M 0.06% -44 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 950 shares; 2025Q3: 956 shares; 2025Q4: 967 shares; 2026Q1: 906 shares; 2026Q2: 912 shares 912 $1.02M 0.06% +6 Timeline ENOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,355 shares; 2024Q4: 29,055 shares; 2025Q1: 29,055 shares; 2025Q2: 29,055 shares; 2025Q3: 29,055 shares; 2025Q4: 29,055 shares; 2026Q1: 29,055 shares; 2026Q2: 29,055 shares 29,055 $1.01M 0.06% 0 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 3,343 shares; 2025Q4: 3,343 shares; 2026Q1: 3,343 shares; 2026Q2: 1,374 shares 1,374 $996K 0.05% -1,969 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,278 shares; 2025Q2: 1,435 shares; 2025Q3: 1,435 shares; 2025Q4: 1,435 shares; 2026Q1: 1,435 shares; 2026Q2: 1,435 shares 1,435 $996K 0.05% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,482 shares; 2024Q4: 19,913 shares; 2025Q1: 18,414 shares; 2025Q2: 16,527 shares; 2025Q3: 16,071 shares; 2025Q4: 16,071 shares; 2026Q1: 6,806 shares; 2026Q2: 15,485 shares 15,485 $996K 0.05% +8,679 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: 4,046 shares; 2025Q2: 4,028 shares; 2025Q3: 3,808 shares; 2025Q4: 3,947 shares; 2026Q1: 3,690 shares; 2026Q2: 3,688 shares 3,688 $992K 0.05% -2 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,671 shares; 2025Q2: 5,044 shares; 2025Q3: 4,937 shares; 2025Q4: 4,478 shares; 2026Q1: 4,197 shares; 2026Q2: 5,225 shares 5,225 $991K 0.05% +1,028 Timeline SPYX 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: 22,254 shares; 2024Q4: 22,254 shares; 2025Q1: 29,954 shares; 2025Q2: 19,231 shares; 2025Q3: 19,102 shares; 2025Q4: 19,694 shares; 2026Q1: 17,599 shares; 2026Q2: 15,843 shares 15,843 $986K 0.05% -1,756 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,726 shares; 2026Q2: 18,630 shares 18,630 $981K 0.05% +14,904 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $970K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 5,681 shares; 2025Q2: 7,458 shares; 2025Q3: 6,489 shares; 2025Q4: 6,506 shares; 2026Q1: 6,545 shares; 2026Q2: 6,604 shares 6,604 $963K 0.05% +59 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,977 shares; 2025Q2: 9,021 shares; 2025Q3: 9,295 shares; 2025Q4: 11,201 shares; 2026Q1: 11,351 shares; 2026Q2: 11,804 shares 11,804 $962K 0.05% +453 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,006 shares; 2024Q4: 15,335 shares; 2025Q1: 11,856 shares; 2025Q2: 11,319 shares; 2025Q3: 10,489 shares; 2025Q4: 8,935 shares; 2026Q1: 6,195 shares; 2026Q2: 6,304 shares 6,304 $955K 0.05% +109 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: 23,714 shares; 2024Q4: 24,806 shares; 2025Q1: 22,671 shares; 2025Q2: 19,748 shares; 2025Q3: 18,717 shares; 2025Q4: 18,107 shares; 2026Q1: 13,244 shares; 2026Q2: 13,398 shares 13,398 $952K 0.05% +154 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,593 shares; 2025Q2: 11,929 shares; 2025Q3: 15,257 shares; 2025Q4: 18,471 shares; 2026Q1: 19,804 shares; 2026Q2: 20,366 shares 20,366 $941K 0.05% +562 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: not reported; 2024Q4: not reported; 2025Q1: 2,680 shares; 2025Q2: 8,438 shares; 2025Q3: 8,438 shares; 2025Q4: 8,438 shares; 2026Q1: 8,768 shares; 2026Q2: 9,431 shares 9,431 $931K 0.05% +663 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,385 shares; 2024Q4: 17,685 shares; 2025Q1: 17,685 shares; 2025Q2: 17,685 shares; 2025Q3: 17,821 shares; 2025Q4: 17,685 shares; 2026Q1: 17,685 shares; 2026Q2: 17,685 shares 17,685 $930K 0.05% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,299 shares; 2025Q2: 4,167 shares; 2025Q3: 3,999 shares; 2025Q4: 3,824 shares; 2026Q1: 3,160 shares; 2026Q2: 3,090 shares 3,090 $926K 0.05% -70 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,980 shares; 2025Q2: 9,025 shares; 2025Q3: 9,119 shares; 2025Q4: 9,426 shares; 2026Q1: 6,834 shares; 2026Q2: 7,069 shares 7,069 $925K 0.05% +235 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: not reported; 2024Q4: not reported; 2025Q1: 5,196 shares; 2025Q2: 5,149 shares; 2025Q3: 5,194 shares; 2025Q4: 5,153 shares; 2026Q1: 4,876 shares; 2026Q2: 4,790 shares 4,790 $921K 0.05% -86 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 2,128 shares; 2025Q3: 1,237 shares; 2025Q4: 1,348 shares; 2026Q1: 1,674 shares; 2026Q2: 5,719 shares 5,719 $915K 0.05% +4,045 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,880 shares; 2024Q4: 14,330 shares; 2025Q1: 14,330 shares; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 14,330 shares; 2026Q1: 14,330 shares; 2026Q2: 14,330 shares 14,330 $905K 0.05% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,878 shares; 2025Q2: 2,859 shares; 2025Q3: 2,948 shares; 2025Q4: 3,339 shares; 2026Q1: 3,798 shares; 2026Q2: 3,593 shares 3,593 $903K 0.05% -205 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: not reported; 2024Q4: not reported; 2025Q1: 8,200 shares; 2025Q2: 8,253 shares; 2025Q3: 10,223 shares; 2025Q4: 10,771 shares; 2026Q1: 10,933 shares; 2026Q2: 10,811 shares 10,811 $900K 0.05% -122 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,812 shares; 2025Q2: 6,140 shares; 2025Q3: 6,279 shares; 2025Q4: 6,888 shares; 2026Q1: 7,024 shares; 2026Q2: 7,017 shares 7,017 $896K 0.05% -7 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: not reported; 2024Q4: not reported; 2025Q1: 1,628 shares; 2025Q2: 1,602 shares; 2025Q3: 1,627 shares; 2025Q4: 1,515 shares; 2026Q1: 1,562 shares; 2026Q2: 1,528 shares 1,528 $896K 0.05% -34 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,477 shares; 2025Q2: 4,983 shares; 2025Q3: 4,982 shares; 2025Q4: 4,982 shares; 2026Q1: 4,982 shares; 2026Q2: 4,984 shares 4,984 $894K 0.05% +2 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,474 shares; 2025Q2: 5,506 shares; 2025Q3: 5,879 shares; 2025Q4: 5,835 shares; 2026Q1: 5,829 shares; 2026Q2: 5,808 shares 5,808 $877K 0.05% -21 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,087 shares; 2025Q2: 9,187 shares; 2025Q3: 9,239 shares; 2025Q4: 9,438 shares; 2026Q1: 10,374 shares; 2026Q2: 12,294 shares 12,294 $875K 0.05% +1,920 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,703 shares; 2025Q2: 8,033 shares; 2025Q3: 8,186 shares; 2025Q4: 8,238 shares; 2026Q1: 8,043 shares; 2026Q2: 8,024 shares 8,024 $865K 0.05% -19 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: 32,065 shares; 2024Q4: 32,214 shares; 2025Q1: 34,280 shares; 2025Q2: 34,291 shares; 2025Q3: 30,388 shares; 2025Q4: 29,378 shares; 2026Q1: 28,762 shares; 2026Q2: 28,762 shares 28,762 $859K 0.05% 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: not reported; 2024Q4: not reported; 2025Q1: 9,418 shares; 2025Q2: 9,403 shares; 2025Q3: 9,518 shares; 2025Q4: 9,460 shares; 2026Q1: 9,088 shares; 2026Q2: 9,344 shares 9,344 $851K 0.05% +256 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: not reported; 2024Q4: not reported; 2025Q1: 7,066 shares; 2025Q2: 7,145 shares; 2025Q3: 7,701 shares; 2025Q4: 7,690 shares; 2026Q1: 6,854 shares; 2026Q2: 6,057 shares 6,057 $846K 0.05% -797 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,942 shares; 2025Q2: 11,442 shares; 2025Q3: 7,602 shares; 2025Q4: 7,232 shares; 2026Q1: 6,642 shares; 2026Q2: 6,701 shares 6,701 $842K 0.05% +59 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: not reported; 2024Q4: not reported; 2025Q1: 1,930 shares; 2025Q2: 2,087 shares; 2025Q3: 2,228 shares; 2025Q4: 2,253 shares; 2026Q1: 2,224 shares; 2026Q2: 2,250 shares 2,250 $841K 0.05% +26 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,973 shares; 2024Q4: 15,987 shares; 2025Q1: 16,831 shares; 2025Q2: 16,161 shares; 2025Q3: 15,148 shares; 2025Q4: 15,891 shares; 2026Q1: 16,297 shares; 2026Q2: 17,554 shares 17,554 $831K 0.05% +1,257 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,736 shares; 2024Q4: 33,516 shares; 2025Q1: 33,399 shares; 2025Q2: 34,223 shares; 2025Q3: 34,785 shares; 2025Q4: 35,841 shares; 2026Q1: 36,573 shares; 2026Q2: 36,735 shares 36,735 $826K 0.05% +162 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,763 shares; 2025Q2: 1,763 shares; 2025Q3: 1,708 shares; 2025Q4: 1,750 shares; 2026Q1: 6,832 shares; 2026Q2: 6,832 shares 6,832 $826K 0.05% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,508 shares; 2025Q2: 5,505 shares; 2025Q3: 5,193 shares; 2025Q4: 5,261 shares; 2026Q1: 4,678 shares; 2026Q2: 4,652 shares 4,652 $824K 0.04% -26 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,037 shares; 2024Q4: 42,989 shares; 2025Q1: 42,989 shares; 2025Q2: 43,197 shares; 2025Q3: 43,179 shares; 2025Q4: 43,167 shares; 2026Q1: 43,152 shares; 2026Q2: 43,152 shares 43,152 $813K 0.04% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 547 shares; 2025Q3: 543 shares; 2025Q4: 483 shares; 2026Q1: 524 shares; 2026Q2: 1,666 shares 1,666 $810K 0.04% +1,142 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: 1,626 shares; 2026Q1: 1,469 shares; 2026Q2: 1,536 shares 1,536 $810K 0.04% +67 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,965 shares; 2024Q4: 167,425 shares; 2025Q1: 83,043 shares; 2025Q2: 70,522 shares; 2025Q3: 63,918 shares; 2025Q4: 59,398 shares; 2026Q1: 54,198 shares; 2026Q2: 43,118 shares 43,118 $808K 0.04% -11,080 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares; 2026Q2: 2,676 shares 2,676 $807K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 7,916 shares; 2025Q2: 8,319 shares; 2025Q3: 8,016 shares; 2025Q4: 7,688 shares; 2026Q1: 7,240 shares; 2026Q2: 10,872 shares 10,872 $801K 0.04% +3,632 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: not reported; 2024Q4: not reported; 2025Q1: 5,638 shares; 2025Q2: 6,148 shares; 2025Q3: 6,094 shares; 2025Q4: 6,158 shares; 2026Q1: 5,999 shares; 2026Q2: 5,957 shares 5,957 $781K 0.04% -42 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: not reported; 2024Q4: not reported; 2025Q1: 7,083 shares; 2025Q2: 7,092 shares; 2025Q3: 5,950 shares; 2025Q4: 5,988 shares; 2026Q1: 6,044 shares; 2026Q2: 6,047 shares 6,047 $768K 0.04% +3 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,877 shares; 2024Q4: 26,013 shares; 2025Q1: 26,101 shares; 2025Q2: 26,343 shares; 2025Q3: 25,820 shares; 2025Q4: 25,452 shares; 2026Q1: 25,308 shares; 2026Q2: 25,300 shares 25,300 $766K 0.04% -8 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: not reported; 2024Q4: not reported; 2025Q1: 3,553 shares; 2025Q2: 3,689 shares; 2025Q3: 3,831 shares; 2025Q4: 4,962 shares; 2026Q1: 5,156 shares; 2026Q2: 5,112 shares 5,112 $757K 0.04% -44 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,338 shares; 2025Q2: 3,302 shares; 2025Q3: 3,099 shares; 2025Q4: 3,281 shares; 2026Q1: 2,720 shares; 2026Q2: 2,874 shares 2,874 $750K 0.04% +154 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: 3,028 shares; 2025Q3: 3,053 shares; 2025Q4: 3,110 shares; 2026Q1: 3,219 shares; 2026Q2: 3,451 shares 3,451 $746K 0.04% +232 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: not reported; 2024Q4: not reported; 2025Q1: 5,518 shares; 2025Q2: 6,423 shares; 2025Q3: 6,530 shares; 2025Q4: 6,635 shares; 2026Q1: 6,896 shares; 2026Q2: 6,884 shares 6,884 $743K 0.04% -12 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 471 shares; 2026Q2: 1,528 shares 1,528 $735K 0.04% +1,057 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,177 shares; 2025Q2: 3,184 shares; 2025Q3: 3,248 shares; 2025Q4: 3,252 shares; 2026Q1: 3,276 shares; 2026Q2: 3,328 shares 3,328 $729K 0.04% +52 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: 36,324 shares; 2024Q4: 36,585 shares; 2025Q1: 36,729 shares; 2025Q2: 36,792 shares; 2025Q3: 36,052 shares; 2025Q4: 36,135 shares; 2026Q1: 37,107 shares; 2026Q2: 24,728 shares 24,728 $724K 0.04% -12,379 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,950 shares; 2024Q4: 24,950 shares; 2025Q1: 24,937 shares; 2025Q2: 24,818 shares; 2025Q3: 25,099 shares; 2025Q4: 25,457 shares; 2026Q1: 25,576 shares; 2026Q2: 25,839 shares 25,839 $719K 0.04% +263 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,679 shares; 2025Q2: 6,514 shares; 2025Q3: 6,859 shares; 2025Q4: 6,915 shares; 2026Q1: 6,752 shares; 2026Q2: 6,706 shares 6,706 $710K 0.04% -46 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,214 shares 3,214 $706K 0.04% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,707 shares; 2025Q2: 4,532 shares; 2025Q3: 4,263 shares; 2025Q4: 4,193 shares; 2026Q1: 4,027 shares; 2026Q2: 3,827 shares 3,827 $704K 0.04% -200 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,615 shares; 2026Q2: 4,442 shares 4,442 $702K 0.04% -173 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,485 shares; 2024Q4: 32,176 shares; 2025Q1: 33,345 shares; 2025Q2: 35,327 shares; 2025Q3: 34,354 shares; 2025Q4: 33,957 shares; 2026Q1: 29,845 shares; 2026Q2: 29,717 shares 29,717 $701K 0.04% -128 Timeline EDEN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,575 shares; 2024Q4: not reported; 2025Q1: 6,145 shares; 2025Q2: 6,145 shares; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares; 2026Q1: 6,145 shares; 2026Q2: 6,145 shares 6,145 $694K 0.04% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,727 shares; 2025Q2: 1,699 shares; 2025Q3: 1,723 shares; 2025Q4: 1,778 shares; 2026Q1: 1,805 shares; 2026Q2: 1,917 shares 1,917 $693K 0.04% +112 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: not reported; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 1,139 shares; 2025Q3: 1,140 shares; 2025Q4: 1,132 shares; 2026Q1: 1,152 shares; 2026Q2: 1,155 shares 1,155 $691K 0.04% +3 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,979 shares; 2025Q2: 1,975 shares; 2025Q3: 1,975 shares; 2025Q4: 1,975 shares; 2026Q1: 1,975 shares; 2026Q2: 1,975 shares 1,975 $689K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 6,934 shares; 2025Q2: 7,464 shares; 2025Q3: 7,659 shares; 2025Q4: 7,787 shares; 2026Q1: 7,265 shares; 2026Q2: 7,865 shares 7,865 $685K 0.04% +600 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,043 shares; 2024Q4: 19,087 shares; 2025Q1: 20,021 shares; 2025Q2: 20,375 shares; 2025Q3: 20,692 shares; 2025Q4: 20,861 shares; 2026Q1: 20,011 shares; 2026Q2: 20,155 shares 20,155 $684K 0.04% +144 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN 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: 104,640 shares; 2025Q3: 104,640 shares; 2025Q4: 127,250 shares; 2026Q1: 127,250 shares; 2026Q2: 127,250 shares 127,250 $683K 0.04% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,797 shares; 2025Q2: 6,797 shares; 2025Q3: 6,797 shares; 2025Q4: 6,797 shares; 2026Q1: not reported; 2026Q2: 6,797 shares 6,797 $683K 0.04% new Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO 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: 13,388 shares; 2026Q1: 23,183 shares; 2026Q2: 21,101 shares 21,101 $680K 0.04% -2,082 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,193 shares; 2025Q2: 4,524 shares; 2025Q3: 4,538 shares; 2025Q4: 4,510 shares; 2026Q1: 4,535 shares; 2026Q2: 4,669 shares 4,669 $673K 0.04% +134 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; 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: 68,819 shares; 2026Q2: 68,819 shares 68,819 $669K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,198 shares; 2025Q2: 4,313 shares; 2025Q3: 4,371 shares; 2025Q4: 4,425 shares; 2026Q1: 4,342 shares; 2026Q2: 4,274 shares 4,274 $662K 0.04% -68 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,065 shares; 2025Q2: 2,103 shares; 2025Q3: 2,112 shares; 2025Q4: 1,959 shares; 2026Q1: 1,977 shares; 2026Q2: 1,982 shares 1,982 $660K 0.04% +5 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,894 shares; 2024Q4: 10,255 shares; 2025Q1: 10,060 shares; 2025Q2: 9,549 shares; 2025Q3: 4,914 shares; 2025Q4: 4,525 shares; 2026Q1: 4,238 shares; 2026Q2: 3,733 shares 3,733 $659K 0.04% -505 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 1,384 shares; 2025Q3: 1,353 shares; 2025Q4: 1,342 shares; 2026Q1: 1,334 shares; 2026Q2: 1,353 shares 1,353 $650K 0.04% +19 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,866 shares; 2024Q4: 24,180 shares; 2025Q1: 24,076 shares; 2025Q2: 24,221 shares; 2025Q3: 24,126 shares; 2025Q4: 24,656 shares; 2026Q1: 25,274 shares; 2026Q2: 25,657 shares 25,657 $648K 0.04% +383 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: not reported; 2024Q4: not reported; 2025Q1: 2,702 shares; 2025Q2: 5,633 shares; 2025Q3: 5,599 shares; 2025Q4: 5,499 shares; 2026Q1: 5,540 shares; 2026Q2: 5,449 shares 5,449 $646K 0.04% -91 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,266 shares; 2024Q4: 14,279 shares; 2025Q1: 14,498 shares; 2025Q2: 14,428 shares; 2025Q3: 13,820 shares; 2025Q4: 14,205 shares; 2026Q1: 12,033 shares; 2026Q2: 12,218 shares 12,218 $644K 0.04% +185 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,925 shares; 2025Q2: 3,932 shares; 2025Q3: 3,903 shares; 2025Q4: 3,977 shares; 2026Q1: 2,967 shares; 2026Q2: 3,046 shares 3,046 $641K 0.03% +79 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: not reported; 2024Q4: not reported; 2025Q1: 3,776 shares; 2025Q2: 3,909 shares; 2025Q3: 4,537 shares; 2025Q4: 4,535 shares; 2026Q1: 4,522 shares; 2026Q2: 4,972 shares 4,972 $633K 0.03% +450 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,644 shares; 2025Q2: 3,930 shares; 2025Q3: 5,074 shares; 2025Q4: 5,300 shares; 2026Q1: 4,092 shares; 2026Q2: 4,088 shares 4,088 $628K 0.03% -4 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,952 shares; 2025Q2: 1,921 shares; 2025Q3: 1,955 shares; 2025Q4: 1,933 shares; 2026Q1: 1,476 shares; 2026Q2: 1,485 shares 1,485 $618K 0.03% +9 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,044 shares; 2024Q4: 26,337 shares; 2025Q1: 27,300 shares; 2025Q2: 27,196 shares; 2025Q3: 27,767 shares; 2025Q4: 28,889 shares; 2026Q1: 27,199 shares; 2026Q2: 27,115 shares 27,115 $614K 0.03% -84 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,419 shares 10,419 $613K 0.03% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,394 shares; 2025Q2: 2,522 shares; 2025Q3: 2,526 shares; 2025Q4: 2,546 shares; 2026Q1: 2,560 shares; 2026Q2: 2,450 shares 2,450 $612K 0.03% -110 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,346 shares; 2025Q2: 3,276 shares; 2025Q3: 3,484 shares; 2025Q4: 3,528 shares; 2026Q1: 3,264 shares; 2026Q2: 3,288 shares 3,288 $612K 0.03% +24 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,317 shares; 2025Q2: 9,676 shares; 2025Q3: 6,312 shares; 2025Q4: 6,092 shares; 2026Q1: 5,469 shares; 2026Q2: 5,815 shares 5,815 $599K 0.03% +346 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,933 shares; 2025Q2: 4,236 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares; 2026Q1: 3,958 shares; 2026Q2: 3,958 shares 3,958 $583K 0.03% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,603 shares; 2025Q2: 6,797 shares; 2025Q3: 8,415 shares; 2025Q4: 9,362 shares; 2026Q1: 16,873 shares; 2026Q2: 13,142 shares 13,142 $578K 0.03% -3,731 Timeline VC VISTEON CORP More: the full row for VISTEON 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: 5,555 shares 5,555 $573K 0.03% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,096 shares; 2025Q2: 3,269 shares; 2025Q3: 3,307 shares; 2025Q4: 3,072 shares; 2026Q1: 3,440 shares; 2026Q2: 3,916 shares 3,916 $571K 0.03% +476 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,223 shares; 2025Q2: 4,927 shares; 2025Q3: 5,869 shares; 2025Q4: 6,193 shares; 2026Q1: 6,687 shares; 2026Q2: 6,836 shares 6,836 $571K 0.03% +149 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: not reported; 2024Q4: not reported; 2025Q1: 2,988 shares; 2025Q2: 3,022 shares; 2025Q3: 3,158 shares; 2025Q4: 3,106 shares; 2026Q1: 2,877 shares; 2026Q2: 2,751 shares 2,751 $569K 0.03% -126 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 495 shares; 2025Q2: 7,447 shares; 2025Q3: 6,954 shares; 2025Q4: 7,153 shares; 2026Q1: 6,961 shares; 2026Q2: 6,919 shares 6,919 $568K 0.03% -42 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,709 shares; 2025Q3: 2,931 shares; 2025Q4: 3,247 shares; 2026Q1: 2,661 shares; 2026Q2: 2,880 shares 2,880 $558K 0.03% +219 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,514 shares; 2025Q2: 3,539 shares; 2025Q3: 3,546 shares; 2025Q4: 3,561 shares; 2026Q1: 3,614 shares; 2026Q2: 3,594 shares 3,594 $553K 0.03% -20 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,323 shares; 2026Q2: 1,323 shares 1,323 $549K 0.03% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,323 shares; 2025Q2: 17,377 shares; 2025Q3: 17,801 shares; 2025Q4: 18,724 shares; 2026Q1: 19,003 shares; 2026Q2: 19,299 shares 19,299 $547K 0.03% +296 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,181 shares 7,181 $545K 0.03% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,486 shares; 2025Q2: 3,068 shares; 2025Q3: 3,027 shares; 2025Q4: 3,041 shares; 2026Q1: 3,071 shares; 2026Q2: 3,065 shares 3,065 $545K 0.03% -6 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 522 shares; 2025Q2: 554 shares; 2025Q3: 567 shares; 2025Q4: 582 shares; 2026Q1: 545 shares; 2026Q2: 542 shares 542 $540K 0.03% -3 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,770 shares; 2024Q4: 67,770 shares; 2025Q1: 92,770 shares; 2025Q2: 92,770 shares; 2025Q3: 92,770 shares; 2025Q4: 92,770 shares; 2026Q1: 92,770 shares; 2026Q2: 92,770 shares 92,770 $538K 0.03% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,736 shares; 2025Q2: 6,231 shares; 2025Q3: 6,657 shares; 2025Q4: 6,790 shares; 2026Q1: 6,385 shares; 2026Q2: 5,965 shares 5,965 $536K 0.03% -420 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: 12,486 shares; 2024Q4: 12,392 shares; 2025Q1: 11,945 shares; 2025Q2: 12,560 shares; 2025Q3: 11,596 shares; 2025Q4: 11,756 shares; 2026Q1: 11,007 shares; 2026Q2: 11,380 shares 11,380 $536K 0.03% +373 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,089 shares; 2025Q2: 3,083 shares; 2025Q3: 3,148 shares; 2025Q4: 3,189 shares; 2026Q1: 2,596 shares; 2026Q2: 2,653 shares 2,653 $535K 0.03% +57 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: not reported; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 1,481 shares; 2025Q3: 1,524 shares; 2025Q4: 1,545 shares; 2026Q1: 1,591 shares; 2026Q2: 1,560 shares 1,560 $534K 0.03% -31 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,186 shares; 2024Q4: not reported; 2025Q1: 35,633 shares; 2025Q2: 35,633 shares; 2025Q3: 35,633 shares; 2025Q4: 50,633 shares; 2026Q1: 50,633 shares; 2026Q2: 52,633 shares 52,633 $533K 0.03% +2,000 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,407 shares; 2025Q2: 6,941 shares; 2025Q3: 6,491 shares; 2025Q4: 6,474 shares; 2026Q1: 6,614 shares; 2026Q2: 6,753 shares 6,753 $532K 0.03% +139 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: not reported; 2024Q4: not reported; 2025Q1: 940 shares; 2025Q2: 972 shares; 2025Q3: 962 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 963 shares 963 $532K 0.03% +3 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: not reported; 2024Q4: not reported; 2025Q1: 1,341 shares; 2025Q2: 1,368 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,394 shares; 2026Q2: 1,421 shares 1,421 $531K 0.03% +27 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 406 shares; 2025Q2: 403 shares; 2025Q3: 471 shares; 2025Q4: 477 shares; 2026Q1: 515 shares; 2026Q2: 528 shares 528 $525K 0.03% +13 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,316 shares; 2025Q3: 2,363 shares; 2025Q4: 2,151 shares; 2026Q1: 2,210 shares; 2026Q2: 2,221 shares 2,221 $524K 0.03% +11 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,448 shares; 2025Q2: 4,448 shares; 2025Q3: 4,448 shares; 2025Q4: 4,448 shares; 2026Q1: 4,802 shares; 2026Q2: 4,700 shares 4,700 $524K 0.03% -102 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,921 shares; 2025Q3: 3,898 shares; 2025Q4: 3,898 shares; 2026Q1: 9,385 shares; 2026Q2: 9,090 shares 9,090 $522K 0.03% -295 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,308 shares; 2025Q2: 3,472 shares; 2025Q3: 3,598 shares; 2025Q4: 3,779 shares; 2026Q1: 3,695 shares; 2026Q2: 3,691 shares 3,691 $520K 0.03% -4 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: not reported; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 1,097 shares; 2025Q3: 1,069 shares; 2025Q4: 1,076 shares; 2026Q1: 1,109 shares; 2026Q2: 1,103 shares 1,103 $519K 0.03% -6 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,550 shares; 2025Q2: 3,546 shares; 2025Q3: 3,595 shares; 2025Q4: 4,244 shares; 2026Q1: 3,570 shares; 2026Q2: 3,622 shares 3,622 $518K 0.03% +52 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,643 shares; 2025Q2: 4,406 shares; 2025Q3: 4,872 shares; 2025Q4: 5,669 shares; 2026Q1: 9,685 shares; 2026Q2: 9,711 shares 9,711 $514K 0.03% +26 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,746 shares; 2025Q2: 4,748 shares; 2025Q3: 4,751 shares; 2025Q4: 4,690 shares; 2026Q1: 3,817 shares; 2026Q2: 3,817 shares 3,817 $512K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 222 shares; 2025Q2: 226 shares; 2025Q3: 229 shares; 2025Q4: 228 shares; 2026Q1: 191 shares; 2026Q2: 184 shares 184 $509K 0.03% -7 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,050 shares; 2025Q2: 1,051 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,064 shares; 2026Q2: 1,045 shares 1,045 $505K 0.03% -19 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: 564 shares; 2025Q2: 594 shares; 2025Q3: 626 shares; 2025Q4: 635 shares; 2026Q1: 596 shares; 2026Q2: 627 shares 627 $504K 0.03% +31 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: not reported; 2024Q4: not reported; 2025Q1: 2,048 shares; 2025Q2: 2,070 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 1,866 shares; 2026Q2: 1,924 shares 1,924 $501K 0.03% +58 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,826 shares; 2026Q2: 9,826 shares 9,826 $495K 0.03% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,375 shares; 2025Q2: 2,436 shares; 2025Q3: 2,533 shares; 2025Q4: 2,448 shares; 2026Q1: 2,472 shares; 2026Q2: 3,347 shares 3,347 $493K 0.03% +875 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,142 shares; 2024Q4: 30,608 shares; 2025Q1: 32,513 shares; 2025Q2: 36,135 shares; 2025Q3: 36,004 shares; 2025Q4: 33,350 shares; 2026Q1: 27,481 shares; 2026Q2: 40,038 shares 40,038 $490K 0.03% +12,557 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 883 shares; 2025Q3: 890 shares; 2025Q4: 892 shares; 2026Q1: 2,715 shares; 2026Q2: 2,587 shares 2,587 $489K 0.03% -128 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,450 shares; 2025Q2: 29,045 shares; 2025Q3: 29,479 shares; 2025Q4: 30,182 shares; 2026Q1: 32,986 shares; 2026Q2: 33,625 shares 33,625 $486K 0.03% +639 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,644 shares; 2025Q3: 1,646 shares; 2025Q4: 1,675 shares; 2026Q1: 1,697 shares; 2026Q2: 1,670 shares 1,670 $480K 0.03% -27 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,815 shares; 2026Q2: 4,196 shares 4,196 $476K 0.03% +1,381 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,102 shares; 2024Q4: 76,102 shares; 2025Q1: 76,102 shares; 2025Q2: 76,102 shares; 2025Q3: 76,102 shares; 2025Q4: 76,102 shares; 2026Q1: 76,102 shares; 2026Q2: 76,102 shares 76,102 $472K 0.03% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,461 shares; 2025Q3: 1,644 shares; 2025Q4: 1,779 shares; 2026Q1: 1,987 shares; 2026Q2: 2,069 shares 2,069 $472K 0.03% +82 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,793 shares; 2025Q2: 3,925 shares; 2025Q3: 4,142 shares; 2025Q4: 4,405 shares; 2026Q1: 4,318 shares; 2026Q2: 4,455 shares 4,455 $469K 0.03% +137 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,143 shares; 2025Q2: 3,045 shares; 2025Q3: 3,388 shares; 2025Q4: 3,499 shares; 2026Q1: 3,232 shares; 2026Q2: 3,243 shares 3,243 $467K 0.03% +11 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 424 shares; 2025Q2: 214 shares; 2025Q3: 229 shares; 2025Q4: 749 shares; 2026Q1: 1,058 shares; 2026Q2: 1,156 shares 1,156 $467K 0.03% +98 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: not reported; 2024Q4: not reported; 2025Q1: 9,610 shares; 2025Q2: 9,768 shares; 2025Q3: 9,928 shares; 2025Q4: 10,051 shares; 2026Q1: 9,586 shares; 2026Q2: 9,613 shares 9,613 $465K 0.03% +27 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: not reported; 2024Q4: not reported; 2025Q1: 5,006 shares; 2025Q2: 5,336 shares; 2025Q3: 5,437 shares; 2025Q4: 5,214 shares; 2026Q1: 5,130 shares; 2026Q2: 5,212 shares 5,212 $463K 0.03% +82 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,953 shares; 2025Q2: 6,051 shares; 2025Q3: 6,091 shares; 2025Q4: 6,153 shares; 2026Q1: 6,176 shares; 2026Q2: 5,384 shares 5,384 $463K 0.03% -792 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,853 shares; 2025Q2: 2,854 shares; 2025Q3: 2,742 shares; 2025Q4: 2,742 shares; 2026Q1: 2,742 shares; 2026Q2: 2,742 shares 2,742 $463K 0.03% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,968 shares; 2025Q2: 6,738 shares; 2025Q3: 6,837 shares; 2025Q4: 7,162 shares; 2026Q1: 7,288 shares; 2026Q2: 7,286 shares 7,286 $461K 0.03% -2 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: 24,858 shares; 2024Q4: 21,906 shares; 2025Q1: 21,249 shares; 2025Q2: 20,251 shares; 2025Q3: 7,135 shares; 2025Q4: 6,048 shares; 2026Q1: 5,825 shares; 2026Q2: 5,828 shares 5,828 $459K 0.03% +3 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,204 shares; 2025Q2: 6,184 shares; 2025Q3: 6,238 shares; 2025Q4: 6,327 shares; 2026Q1: 5,949 shares; 2026Q2: 6,011 shares 6,011 $457K 0.02% +62 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: not reported; 2024Q4: not reported; 2025Q1: 3,566 shares; 2025Q2: 3,615 shares; 2025Q3: 3,598 shares; 2025Q4: 3,623 shares; 2026Q1: 3,622 shares; 2026Q2: 3,731 shares 3,731 $456K 0.02% +109 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: 19,395 shares; 2024Q4: 18,458 shares; 2025Q1: 18,041 shares; 2025Q2: 17,641 shares; 2025Q3: 15,741 shares; 2025Q4: 14,324 shares; 2026Q1: 14,255 shares; 2026Q2: 13,119 shares 13,119 $448K 0.02% -1,136 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,150 shares; 2024Q4: 14,650 shares; 2025Q1: 6,828 shares; 2025Q2: 9,374 shares; 2025Q3: 9,374 shares; 2025Q4: 9,374 shares; 2026Q1: 8,270 shares; 2026Q2: 8,106 shares 8,106 $445K 0.02% -164 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,084 shares; 2025Q2: 1,166 shares; 2025Q3: 1,170 shares; 2025Q4: 1,185 shares; 2026Q1: 1,158 shares; 2026Q2: 1,121 shares 1,121 $440K 0.02% -37 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,262 shares; 2025Q2: 2,303 shares; 2025Q3: 2,311 shares; 2025Q4: 2,314 shares; 2026Q1: 1,757 shares; 2026Q2: 1,801 shares 1,801 $438K 0.02% +44 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 42,681 shares; 2025Q1: 39,315 shares; 2025Q2: 38,598 shares; 2025Q3: 38,738 shares; 2025Q4: 41,356 shares; 2026Q1: 42,051 shares; 2026Q2: 42,094 shares 42,094 $432K 0.02% +43 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,372 shares; 2025Q2: 2,548 shares; 2025Q3: 2,519 shares; 2025Q4: 2,521 shares; 2026Q1: 2,707 shares; 2026Q2: 2,723 shares 2,723 $430K 0.02% +16 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,471 shares; 2025Q2: 9,038 shares; 2025Q3: 9,615 shares; 2025Q4: 9,665 shares; 2026Q1: 10,081 shares; 2026Q2: 10,088 shares 10,088 $428K 0.02% +7 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: 15,661 shares; 2024Q4: 16,428 shares; 2025Q1: 16,688 shares; 2025Q2: 16,985 shares; 2025Q3: 15,560 shares; 2025Q4: 15,422 shares; 2026Q1: 16,300 shares; 2026Q2: 16,587 shares 16,587 $427K 0.02% +287 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,321 shares; 2025Q2: 4,321 shares; 2025Q3: 4,121 shares; 2025Q4: 4,121 shares; 2026Q1: 4,121 shares; 2026Q2: 3,827 shares 3,827 $425K 0.02% -294 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,872 shares; 2025Q2: 2,877 shares; 2025Q3: 2,869 shares; 2025Q4: 2,869 shares; 2026Q1: 2,275 shares; 2026Q2: 2,359 shares 2,359 $424K 0.02% +84 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,205 shares; 2025Q2: 5,641 shares; 2025Q3: 5,671 shares; 2025Q4: 5,894 shares; 2026Q1: 5,583 shares; 2026Q2: 5,506 shares 5,506 $414K 0.02% -77 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,036 shares; 2024Q4: 13,053 shares; 2025Q1: 13,062 shares; 2025Q2: 13,146 shares; 2025Q3: 13,299 shares; 2025Q4: 13,224 shares; 2026Q1: 13,371 shares; 2026Q2: 13,367 shares 13,367 $413K 0.02% -4 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,483 shares; 2025Q2: 5,394 shares; 2025Q3: 6,101 shares; 2025Q4: 6,244 shares; 2026Q1: 6,509 shares; 2026Q2: 6,508 shares 6,508 $413K 0.02% -1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 1,658 shares; 2025Q3: 1,679 shares; 2025Q4: 1,641 shares; 2026Q1: 1,324 shares; 2026Q2: 1,295 shares 1,295 $412K 0.02% -29 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,937 shares; 2025Q2: 2,098 shares; 2025Q3: 2,047 shares; 2025Q4: 2,359 shares; 2026Q1: 2,091 shares; 2026Q2: 2,357 shares 2,357 $412K 0.02% +266 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,158 shares; 2025Q2: 1,137 shares; 2025Q3: 1,159 shares; 2025Q4: 1,176 shares; 2026Q1: 1,178 shares; 2026Q2: 1,177 shares 1,177 $411K 0.02% -1 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: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares; 2025Q2: not reported; 2025Q3: 4,008 shares; 2025Q4: 4,090 shares; 2026Q1: 4,414 shares; 2026Q2: 4,268 shares 4,268 $409K 0.02% -146 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,109 shares; 2025Q3: 1,197 shares; 2025Q4: 1,233 shares; 2026Q1: 1,207 shares; 2026Q2: 1,235 shares 1,235 $408K 0.02% +28 Timeline MGA MAGNA INTL INC More: the full row for MAGNA 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: 5,034 shares; 2025Q4: 5,519 shares; 2026Q1: 5,801 shares; 2026Q2: 6,001 shares 6,001 $407K 0.02% +200 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,618 shares; 2025Q2: 5,639 shares; 2025Q3: 6,364 shares; 2025Q4: 6,609 shares; 2026Q1: 5,892 shares; 2026Q2: 5,727 shares 5,727 $407K 0.02% -165 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: 1,570 shares; 2025Q3: 1,800 shares; 2025Q4: not reported; 2026Q1: 1,666 shares; 2026Q2: 1,677 shares 1,677 $406K 0.02% +11 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,970 shares; 2025Q4: 10,941 shares; 2026Q1: 4,407 shares; 2026Q2: 4,098 shares 4,098 $403K 0.02% -309 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: 3,134 shares; 2025Q2: 3,294 shares; 2025Q3: 3,443 shares; 2025Q4: 3,428 shares; 2026Q1: 3,641 shares; 2026Q2: 3,455 shares 3,455 $402K 0.02% -186 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,236 shares; 2024Q4: 11,225 shares; 2025Q1: 11,463 shares; 2025Q2: 11,231 shares; 2025Q3: 10,817 shares; 2025Q4: 11,084 shares; 2026Q1: 11,404 shares; 2026Q2: 11,059 shares 11,059 $400K 0.02% -345 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: not reported; 2024Q4: not reported; 2025Q1: 1,073 shares; 2025Q2: 1,314 shares; 2025Q3: 1,334 shares; 2025Q4: 1,348 shares; 2026Q1: 1,365 shares; 2026Q2: 1,453 shares 1,453 $398K 0.02% +88 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,866 shares; 2025Q3: 8,203 shares; 2025Q4: 8,401 shares; 2026Q1: 8,675 shares; 2026Q2: 8,829 shares 8,829 $393K 0.02% +154 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,063 shares; 2025Q2: 1,064 shares; 2025Q3: 1,047 shares; 2025Q4: 1,049 shares; 2026Q1: 957 shares; 2026Q2: 974 shares 974 $391K 0.02% +17 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 646 shares; 2025Q3: 670 shares; 2025Q4: 735 shares; 2026Q1: 745 shares; 2026Q2: 843 shares 843 $383K 0.02% +98 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,661 shares; 2025Q2: 1,571 shares; 2025Q3: 1,591 shares; 2025Q4: 1,599 shares; 2026Q1: 1,441 shares; 2026Q2: 1,343 shares 1,343 $382K 0.02% -98 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 977 shares; 2026Q1: 2,239 shares; 2026Q2: 1,850 shares 1,850 $382K 0.02% -389 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,186 shares; 2025Q2: 2,224 shares; 2025Q3: 2,451 shares; 2025Q4: 2,442 shares; 2026Q1: 2,522 shares; 2026Q2: 2,524 shares 2,524 $377K 0.02% +2 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,458 shares; 2025Q2: 7,096 shares; 2025Q3: 7,503 shares; 2025Q4: 7,386 shares; 2026Q1: 6,233 shares; 2026Q2: 6,329 shares 6,329 $377K 0.02% +96 Timeline IXJ 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: 3,748 shares; 2025Q2: 3,748 shares; 2025Q3: 3,748 shares; 2025Q4: 3,748 shares; 2026Q1: 3,748 shares; 2026Q2: 3,748 shares 3,748 $374K 0.02% 0 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: 4,679 shares; 2025Q2: 4,651 shares; 2025Q3: 4,218 shares; 2025Q4: 4,125 shares; 2026Q1: 4,097 shares; 2026Q2: 4,109 shares 4,109 $372K 0.02% +12 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS 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: 13,687 shares; 2025Q4: 12,898 shares; 2026Q1: 12,334 shares; 2026Q2: 12,464 shares 12,464 $369K 0.02% +130 Timeline VTWV 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: 1,954 shares; 2025Q2: 1,854 shares; 2025Q3: 1,854 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,854 shares 1,854 $367K 0.02% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,697 shares; 2025Q2: 7,697 shares; 2025Q3: 7,550 shares; 2025Q4: 8,013 shares; 2026Q1: 7,879 shares; 2026Q2: 8,114 shares 8,114 $366K 0.02% +235 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: 5,610 shares; 2025Q2: 4,385 shares; 2025Q3: 4,506 shares; 2025Q4: 5,943 shares; 2026Q1: 3,946 shares; 2026Q2: 3,961 shares 3,961 $365K 0.02% +15 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: not reported; 2024Q4: not reported; 2025Q1: 3,098 shares; 2025Q2: 3,243 shares; 2025Q3: 2,806 shares; 2025Q4: 2,965 shares; 2026Q1: 2,436 shares; 2026Q2: 2,329 shares 2,329 $363K 0.02% -107 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,220 shares; 2025Q3: 2,213 shares; 2025Q4: 2,216 shares; 2026Q1: 2,457 shares; 2026Q2: 2,478 shares 2,478 $363K 0.02% +21 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,832 shares; 2026Q1: 4,935 shares; 2026Q2: 5,467 shares 5,467 $361K 0.02% +532 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,653 shares; 2025Q3: 3,738 shares; 2025Q4: 3,718 shares; 2026Q1: 3,851 shares; 2026Q2: 3,824 shares 3,824 $357K 0.02% -27 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,913 shares; 2025Q2: 2,996 shares; 2025Q3: 2,623 shares; 2025Q4: 2,652 shares; 2026Q1: 2,599 shares; 2026Q2: 2,486 shares 2,486 $355K 0.02% -113 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,813 shares; 2025Q4: 1,844 shares; 2026Q1: 1,945 shares; 2026Q2: 1,923 shares 1,923 $353K 0.02% -22 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 826 shares; 2025Q2: 853 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 590 shares; 2026Q2: 616 shares 616 $352K 0.02% +26 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,624 shares 1,624 $345K 0.02% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,513 shares; 2025Q3: 9,542 shares; 2025Q4: 9,413 shares; 2026Q1: 9,601 shares; 2026Q2: 9,747 shares 9,747 $345K 0.02% +146 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,987 shares; 2025Q2: 5,987 shares; 2025Q3: 6,500 shares; 2025Q4: 5,987 shares; 2026Q1: 5,987 shares; 2026Q2: 5,987 shares 5,987 $343K 0.02% 0 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: 3,474 shares; 2025Q2: 3,238 shares; 2025Q3: 3,330 shares; 2025Q4: 3,075 shares; 2026Q1: 3,241 shares; 2026Q2: 3,528 shares 3,528 $342K 0.02% +287 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 6,137 shares; 2026Q1: not reported; 2026Q2: 6,038 shares 6,038 $336K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 892 shares; 2025Q2: 952 shares; 2025Q3: 989 shares; 2025Q4: 1,042 shares; 2026Q1: 956 shares; 2026Q2: 892 shares 892 $335K 0.02% -64 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,289 shares; 2025Q3: 1,397 shares; 2025Q4: 1,460 shares; 2026Q1: 1,307 shares; 2026Q2: 1,391 shares 1,391 $334K 0.02% +84 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,893 shares; 2025Q4: 2,036 shares; 2026Q1: 1,801 shares; 2026Q2: 1,789 shares 1,789 $333K 0.02% -12 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: not reported; 2024Q4: not reported; 2025Q1: 2,249 shares; 2025Q2: 2,419 shares; 2025Q3: 1,988 shares; 2025Q4: 2,259 shares; 2026Q1: 2,198 shares; 2026Q2: 2,148 shares 2,148 $332K 0.02% -50 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 2,527 shares; 2025Q3: 2,573 shares; 2025Q4: 2,571 shares; 2026Q1: 2,511 shares; 2026Q2: 2,513 shares 2,513 $331K 0.02% +2 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 227 shares; 2025Q4: 243 shares; 2026Q1: 247 shares; 2026Q2: 252 shares 252 $330K 0.02% +5 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,237 shares; 2025Q3: 3,414 shares; 2025Q4: 3,375 shares; 2026Q1: 3,583 shares; 2026Q2: 3,673 shares 3,673 $330K 0.02% +90 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,238 shares; 2025Q2: 4,262 shares; 2025Q3: 4,473 shares; 2025Q4: 4,435 shares; 2026Q1: 4,323 shares; 2026Q2: 4,323 shares 4,323 $329K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,355 shares; 2025Q2: 3,537 shares; 2025Q3: 3,709 shares; 2025Q4: 3,836 shares; 2026Q1: 4,064 shares; 2026Q2: 4,094 shares 4,094 $327K 0.02% +30 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,533 shares; 2025Q2: 1,567 shares; 2025Q3: 1,650 shares; 2025Q4: 1,628 shares; 2026Q1: 1,429 shares; 2026Q2: 1,461 shares 1,461 $327K 0.02% +32 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: not reported; 2024Q4: not reported; 2025Q1: 6,281 shares; 2025Q2: 6,808 shares; 2025Q3: 6,452 shares; 2025Q4: 6,488 shares; 2026Q1: 5,826 shares; 2026Q2: 5,630 shares 5,630 $327K 0.02% -196 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,185 shares; 2025Q3: 3,264 shares; 2025Q4: 3,402 shares; 2026Q1: 2,624 shares; 2026Q2: 2,724 shares 2,724 $325K 0.02% +100 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,066 shares; 2024Q4: not reported; 2025Q1: 9,372 shares; 2025Q2: 10,706 shares; 2025Q3: 8,915 shares; 2025Q4: 9,361 shares; 2026Q1: 7,647 shares; 2026Q2: 7,694 shares 7,694 $324K 0.02% +47 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 3,888 shares; 2025Q4: 3,905 shares; 2026Q1: 3,595 shares; 2026Q2: 3,671 shares 3,671 $324K 0.02% +76 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 386 shares; 2026Q1: 391 shares; 2026Q2: 390 shares 390 $324K 0.02% -1 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,357 shares; 2025Q2: 5,337 shares; 2025Q3: 5,187 shares; 2025Q4: 5,287 shares; 2026Q1: 5,284 shares; 2026Q2: 5,162 shares 5,162 $323K 0.02% -122 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,800 shares; 2025Q2: 7,277 shares; 2025Q3: 7,963 shares; 2025Q4: 8,317 shares; 2026Q1: 8,237 shares; 2026Q2: 7,885 shares 7,885 $322K 0.02% -352 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,093 shares; 2025Q1: 31,973 shares; 2025Q2: 35,632 shares; 2025Q3: 34,244 shares; 2025Q4: 33,240 shares; 2026Q1: 37,404 shares; 2026Q2: 26,313 shares 26,313 $318K 0.02% -11,091 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,672 shares; 2025Q2: 2,739 shares; 2025Q3: 2,775 shares; 2025Q4: 2,762 shares; 2026Q1: 2,333 shares; 2026Q2: 2,126 shares 2,126 $316K 0.02% -207 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,434 shares; 2025Q2: 2,417 shares; 2025Q3: 2,368 shares; 2025Q4: 2,389 shares; 2026Q1: 2,717 shares; 2026Q2: 2,682 shares 2,682 $315K 0.02% -35 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,041 shares; 2025Q2: 4,091 shares; 2025Q3: 4,323 shares; 2025Q4: 4,694 shares; 2026Q1: 5,162 shares; 2026Q2: 5,390 shares 5,390 $314K 0.02% +228 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,056 shares 2,056 $313K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,661 shares; 2025Q2: 3,647 shares; 2025Q3: 3,836 shares; 2025Q4: 3,849 shares; 2026Q1: 3,139 shares; 2026Q2: 3,030 shares 3,030 $311K 0.02% -109 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,167 shares; 2025Q2: 1,037 shares; 2025Q3: 1,131 shares; 2025Q4: 1,103 shares; 2026Q1: 808 shares; 2026Q2: 846 shares 846 $310K 0.02% +38 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,937 shares; 2026Q1: 6,562 shares; 2026Q2: 6,705 shares 6,705 $308K 0.02% +143 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: not reported; 2024Q4: not reported; 2025Q1: 1,010 shares; 2025Q2: 1,010 shares; 2025Q3: 1,072 shares; 2025Q4: 1,010 shares; 2026Q1: 1,010 shares; 2026Q2: 1,010 shares 1,010 $308K 0.02% 0 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,491 shares 8,491 $305K 0.02% new 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: 17,729 shares; 2024Q4: 17,509 shares; 2025Q1: 15,627 shares; 2025Q2: 14,367 shares; 2025Q3: 12,924 shares; 2025Q4: 17,217 shares; 2026Q1: 16,474 shares; 2026Q2: 12,443 shares 12,443 $304K 0.02% -4,031 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 5,288 shares; 2025Q3: 5,310 shares; 2025Q4: 5,450 shares; 2026Q1: 5,583 shares; 2026Q2: 5,603 shares 5,603 $303K 0.02% +20 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,561 shares; 2025Q2: 1,926 shares; 2025Q3: 1,921 shares; 2025Q4: 1,913 shares; 2026Q1: 1,960 shares; 2026Q2: 1,865 shares 1,865 $303K 0.02% -95 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,416 shares; 2026Q2: 15,868 shares 15,868 $302K 0.02% +1,452 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,175 shares 2,175 $302K 0.02% new Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,759 shares; 2024Q4: 17,944 shares; 2025Q1: 4,242 shares; 2025Q2: 3,238 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,782 shares 2,782 $302K 0.02% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,286 shares; 2025Q2: 7,286 shares; 2025Q3: 7,286 shares; 2025Q4: 5,959 shares; 2026Q1: 5,959 shares; 2026Q2: 5,959 shares 5,959 $301K 0.02% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,041 shares; 2024Q4: 190,996 shares; 2025Q1: 171,842 shares; 2025Q2: 181,567 shares; 2025Q3: 175,386 shares; 2025Q4: 193,496 shares; 2026Q1: 151,191 shares; 2026Q2: 142,986 shares 142,986 $293K 0.02% -8,205 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 375 shares; 2025Q4: 381 shares; 2026Q1: 383 shares; 2026Q2: 388 shares 388 $290K 0.02% +5 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,545 shares; 2025Q4: 5,458 shares; 2026Q1: 5,638 shares; 2026Q2: 5,630 shares 5,630 $290K 0.02% -8 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,748 shares; 2025Q3: 2,870 shares; 2025Q4: not reported; 2026Q1: 3,193 shares; 2026Q2: 3,266 shares 3,266 $289K 0.02% +73 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,499 shares; 2025Q2: 2,076 shares; 2025Q3: 1,993 shares; 2025Q4: 2,036 shares; 2026Q1: 2,108 shares; 2026Q2: 2,043 shares 2,043 $288K 0.02% -65 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $287K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 1,283 shares; 2025Q3: 1,355 shares; 2025Q4: 1,443 shares; 2026Q1: 924 shares; 2026Q2: 1,000 shares 1,000 $286K 0.02% +76 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,500 shares; 2025Q2: 4,011 shares; 2025Q3: 4,256 shares; 2025Q4: 5,005 shares; 2026Q1: 3,717 shares; 2026Q2: 3,693 shares 3,693 $284K 0.02% -24 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,044 shares; 2025Q2: 8,057 shares; 2025Q3: 8,057 shares; 2025Q4: 8,044 shares; 2026Q1: 8,028 shares; 2026Q2: 8,046 shares 8,046 $283K 0.02% +18 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,955 shares; 2025Q2: 3,035 shares; 2025Q3: 2,949 shares; 2025Q4: 2,894 shares; 2026Q1: 2,412 shares; 2026Q2: 2,523 shares 2,523 $282K 0.02% +111 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,385 shares; 2025Q2: 6,950 shares; 2025Q3: 5,775 shares; 2025Q4: 5,034 shares; 2026Q1: 5,018 shares; 2026Q2: 4,942 shares 4,942 $280K 0.02% -76 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,067 shares; 2026Q2: 3,083 shares 3,083 $279K 0.02% +16 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,345 shares; 2025Q2: 3,349 shares; 2025Q3: 3,360 shares; 2025Q4: 3,360 shares; 2026Q1: 3,354 shares; 2026Q2: 3,354 shares 3,354 $279K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 233 shares; 2026Q1: 193 shares; 2026Q2: 212 shares 212 $279K 0.02% +19 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; 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: 5,360 shares; 2026Q2: 5,347 shares 5,347 $279K 0.02% -13 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 724 shares; 2026Q2: 723 shares 723 $279K 0.02% -1 Timeline ARGX ARGENX SE More: the full row for ARGENX 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: 329 shares; 2025Q4: 338 shares; 2026Q1: 334 shares; 2026Q2: 335 shares 335 $278K 0.02% +1 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,685 shares 1,685 $275K 0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL 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: 3,323 shares 3,323 $274K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 464 shares; 2025Q2: 497 shares; 2025Q3: 514 shares; 2025Q4: 511 shares; 2026Q1: 505 shares; 2026Q2: 499 shares 499 $274K 0.01% -6 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: not reported; 2024Q4: not reported; 2025Q1: 146,969 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,474 shares; 2026Q2: 5,505 shares 5,505 $273K 0.01% +31 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: 2,613 shares; 2025Q3: 2,613 shares; 2025Q4: 2,612 shares; 2026Q1: 2,612 shares; 2026Q2: 2,850 shares 2,850 $272K 0.01% +238 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: not reported; 2024Q4: not reported; 2025Q1: 10,218 shares; 2025Q2: 9,883 shares; 2025Q3: 9,345 shares; 2025Q4: 7,757 shares; 2026Q1: 7,759 shares; 2026Q2: 7,760 shares 7,760 $271K 0.01% +1 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,474 shares; 2026Q1: 6,517 shares; 2026Q2: 5,793 shares 5,793 $270K 0.01% -724 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: 3,241 shares; 2025Q2: 2,577 shares; 2025Q3: 2,702 shares; 2025Q4: 2,475 shares; 2026Q1: 2,711 shares; 2026Q2: 3,032 shares 3,032 $268K 0.01% +321 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 668 shares; 2025Q2: 769 shares; 2025Q3: 725 shares; 2025Q4: 753 shares; 2026Q1: 752 shares; 2026Q2: 683 shares 683 $268K 0.01% -69 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $268K 0.01% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: 27,088 shares; 2026Q1: 25,317 shares; 2026Q2: 27,874 shares 27,874 $267K 0.01% +2,557 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,700 shares 1,700 $265K 0.01% +314 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,667 shares; 2025Q2: 1,734 shares; 2025Q3: 1,787 shares; 2025Q4: 1,791 shares; 2026Q1: 1,787 shares; 2026Q2: 1,906 shares 1,906 $262K 0.01% +119 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,655 shares; 2025Q2: 8,667 shares; 2025Q3: 8,402 shares; 2025Q4: 8,058 shares; 2026Q1: 6,702 shares; 2026Q2: 4,930 shares 4,930 $259K 0.01% -1,772 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,998 shares; 2026Q1: 3,983 shares; 2026Q2: 4,058 shares 4,058 $258K 0.01% +75 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,506 shares 1,506 $257K 0.01% +6 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019 shares; 2026Q2: 1,000 shares 1,000 $257K 0.01% -19 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,318 shares; 2025Q3: 2,333 shares; 2025Q4: not reported; 2026Q1: 2,261 shares; 2026Q2: 2,302 shares 2,302 $256K 0.01% +41 Timeline FFIV F5 INC More: the full row for F5 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: 589 shares; 2026Q2: 623 shares 623 $253K 0.01% +34 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 322 shares; 2026Q1: 319 shares; 2026Q2: 340 shares 340 $252K 0.01% +21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,748 shares; 2026Q1: 2,753 shares; 2026Q2: 2,894 shares 2,894 $251K 0.01% +141 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 466 shares; 2025Q3: 482 shares; 2025Q4: 465 shares; 2026Q1: 489 shares; 2026Q2: 483 shares 483 $251K 0.01% -6 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,903 shares; 2026Q2: 2,961 shares 2,961 $249K 0.01% +58 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: not reported; 2024Q4: not reported; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares; 2026Q2: 2,530 shares 2,530 $249K 0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; 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: 5,276 shares; 2026Q2: 5,360 shares 5,360 $248K 0.01% +84 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,212 shares; 2026Q1: 1,223 shares; 2026Q2: 1,241 shares 1,241 $248K 0.01% +18 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 904 shares; 2026Q2: 1,036 shares 1,036 $246K 0.01% +132 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 1,005 shares; 2025Q3: 1,054 shares; 2025Q4: 1,011 shares; 2026Q1: 936 shares; 2026Q2: 935 shares 935 $245K 0.01% -1 Timeline TTRX TURN THERAPEUTICS INC More: the full row for TURN THERAPEUTICS 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: 27,326 shares 27,326 $242K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,046 shares; 2025Q2: 1,000 shares; 2025Q3: 880 shares; 2025Q4: 872 shares; 2026Q1: 869 shares; 2026Q2: 882 shares 882 $241K 0.01% +13 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,546 shares; 2025Q2: 1,558 shares; 2025Q3: 1,560 shares; 2025Q4: 1,670 shares; 2026Q1: not reported; 2026Q2: 1,312 shares 1,312 $236K 0.01% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,138 shares 1,138 $236K 0.01% new Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,522 shares; 2025Q2: 1,519 shares; 2025Q3: 1,479 shares; 2025Q4: 1,466 shares; 2026Q1: 1,388 shares; 2026Q2: 1,351 shares 1,351 $233K 0.01% -37 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,674 shares; 2025Q3: 2,637 shares; 2025Q4: 2,552 shares; 2026Q1: 1,820 shares; 2026Q2: 1,838 shares 1,838 $232K 0.01% +18 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 2,232 shares; 2026Q2: 2,232 shares 2,232 $230K 0.01% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON 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: not reported; 2026Q2: 13,709 shares 13,709 $230K 0.01% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,714 shares; 2026Q2: 5,725 shares 5,725 $229K 0.01% +11 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $229K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares; 2026Q2: 774 shares 774 $228K 0.01% -2 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,029 shares 4,029 $228K 0.01% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 895 shares 895 $226K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,783 shares; 2026Q1: not reported; 2026Q2: 3,053 shares 3,053 $225K 0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,258 shares; 2025Q3: not reported; 2025Q4: 3,269 shares; 2026Q1: 3,198 shares; 2026Q2: 3,331 shares 3,331 $225K 0.01% +133 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,705 shares; 2025Q2: 8,658 shares; 2025Q3: 17,633 shares; 2025Q4: 17,013 shares; 2026Q1: 9,228 shares; 2026Q2: 9,273 shares 9,273 $223K 0.01% +45 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,280 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,901 shares 2,901 $223K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,938 shares; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares; 2026Q1: 3,888 shares; 2026Q2: 3,888 shares 3,888 $223K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,296 shares 1,296 $223K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,157 shares; 2026Q1: 2,587 shares; 2026Q2: 2,421 shares 2,421 $222K 0.01% -166 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,142 shares 4,142 $222K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 572 shares; 2025Q2: 720 shares; 2025Q3: not reported; 2025Q4: 592 shares; 2026Q1: 528 shares; 2026Q2: 590 shares 590 $221K 0.01% +62 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares; 2025Q2: 778 shares; 2025Q3: 857 shares; 2025Q4: 909 shares; 2026Q1: 948 shares; 2026Q2: 911 shares 911 $221K 0.01% -37 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,716 shares; 2025Q3: 11,409 shares; 2025Q4: 11,318 shares; 2026Q1: 8,499 shares; 2026Q2: 9,531 shares 9,531 $221K 0.01% +1,032 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 582 shares; 2025Q3: 640 shares; 2025Q4: 634 shares; 2026Q1: 575 shares; 2026Q2: 542 shares 542 $220K 0.01% -33 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,085 shares; 2026Q2: 9,675 shares 9,675 $220K 0.01% +590 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 2,640 shares; 2026Q2: 2,640 shares 2,640 $219K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,231 shares 1,231 $219K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,012 shares; 2026Q2: 6,360 shares 6,360 $219K 0.01% +348 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,002 shares; 2026Q2: 4,945 shares 4,945 $219K 0.01% -57 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,726 shares 1,726 $218K 0.01% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,251 shares 4,251 $217K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,969 shares 4,969 $217K 0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 899 shares 899 $216K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,715 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,794 shares; 2026Q2: 3,831 shares 3,831 $215K 0.01% +37 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 887 shares; 2026Q2: 889 shares 889 $214K 0.01% +2 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,237 shares; 2025Q2: 2,198 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,696 shares 1,696 $213K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,544 shares; 2026Q1: 2,579 shares; 2026Q2: 2,668 shares 2,668 $213K 0.01% +89 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,577 shares; 2026Q1: 4,004 shares; 2026Q2: 4,222 shares 4,222 $212K 0.01% +218 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,608 shares; 2025Q4: 1,156 shares; 2026Q1: not reported; 2026Q2: 1,003 shares 1,003 $211K 0.01% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,343 shares; 2025Q2: not reported; 2025Q3: 6,418 shares; 2025Q4: not reported; 2026Q1: 7,425 shares; 2026Q2: 6,360 shares 6,360 $210K 0.01% -1,065 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,351 shares; 2026Q1: 17,640 shares; 2026Q2: 17,688 shares 17,688 $209K 0.01% +48 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,619 shares; 2026Q1: not reported; 2026Q2: 2,685 shares 2,685 $209K 0.01% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,893 shares; 2025Q3: 7,930 shares; 2025Q4: 7,954 shares; 2026Q1: not reported; 2026Q2: 7,939 shares 7,939 $208K 0.01% new Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 954 shares 954 $208K 0.01% new Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 608 shares 608 $206K 0.01% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,666 shares; 2026Q1: not reported; 2026Q2: 5,552 shares 5,552 $206K 0.01% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 126 shares; 2026Q2: 128 shares 128 $206K 0.01% +2 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,137 shares; 2025Q2: 2,367 shares; 2025Q3: 2,421 shares; 2025Q4: 2,515 shares; 2026Q1: 2,424 shares; 2026Q2: 2,281 shares 2,281 $206K 0.01% -143 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,273 shares; 2025Q2: 6,220 shares; 2025Q3: 5,392 shares; 2025Q4: 4,636 shares; 2026Q1: 6,228 shares; 2026Q2: 4,762 shares 4,762 $205K 0.01% -1,466 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 4,571 shares 4,571 $204K 0.01% new Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,857 shares 15,857 $202K 0.01% new Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,483 shares 36,483 $201K 0.01% new Timeline