IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 176,111 shares; 2024Q4: 177,445 shares; 2025Q1: 174,391 shares; 2025Q2: 186,231 shares; 2025Q3: 192,997 shares; 2025Q4: 182,892 shares; 2026Q1: 182,568 shares; 2026Q2: 175,944 shares 175,944 $132M 14.65% -6,624 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: 597,099 shares; 2024Q4: 590,822 shares; 2025Q1: 596,607 shares; 2025Q2: 621,784 shares; 2025Q3: 648,068 shares; 2025Q4: 623,903 shares; 2026Q1: 613,310 shares; 2026Q2: 599,240 shares 599,240 $53.5M 5.94% -14,070 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: 331,443 shares; 2024Q4: 346,472 shares; 2025Q1: 342,647 shares; 2025Q2: 365,900 shares; 2025Q3: 382,514 shares; 2025Q4: 363,168 shares; 2026Q1: 365,474 shares; 2026Q2: 357,436 shares 357,436 $45.8M 5.09% -8,038 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: 781,161 shares; 2024Q4: 758,765 shares; 2025Q1: 751,673 shares; 2025Q2: 644,765 shares; 2025Q3: 641,405 shares; 2025Q4: 615,573 shares; 2026Q1: 629,537 shares; 2026Q2: 737,502 shares 737,502 $37.3M 4.15% +107,965 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 408,657 shares; 2024Q4: 428,627 shares; 2025Q1: 463,861 shares; 2025Q2: 500,547 shares; 2025Q3: 540,773 shares; 2025Q4: 564,060 shares; 2026Q1: 555,884 shares; 2026Q2: 625,686 shares 625,686 $36.9M 4.1% +69,802 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: 47,383 shares; 2024Q4: 47,209 shares; 2025Q1: 46,628 shares; 2025Q2: 47,480 shares; 2025Q3: 47,452 shares; 2025Q4: 46,601 shares; 2026Q1: 46,359 shares; 2026Q2: 46,466 shares 46,466 $34.7M 3.86% +107 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: 102,798 shares; 2024Q4: 110,171 shares; 2025Q1: 101,023 shares; 2025Q2: 96,870 shares; 2025Q3: 97,411 shares; 2025Q4: 96,807 shares; 2026Q1: 110,785 shares; 2026Q2: 110,137 shares 110,137 $31.9M 3.54% -648 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 267,798 shares; 2024Q4: 291,283 shares; 2025Q1: 302,094 shares; 2025Q2: 315,345 shares; 2025Q3: 347,007 shares; 2025Q4: 340,665 shares; 2026Q1: 342,034 shares; 2026Q2: 336,665 shares 336,665 $30M 3.33% -5,369 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: 197,384 shares; 2024Q4: 195,556 shares; 2025Q1: 195,779 shares; 2025Q2: 210,041 shares; 2025Q3: 217,549 shares; 2025Q4: 208,668 shares; 2026Q1: 206,501 shares; 2026Q2: 210,863 shares 210,863 $20.3M 2.26% +4,362 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,866 shares; 2024Q4: 162,434 shares; 2025Q1: 169,641 shares; 2025Q2: 212,686 shares; 2025Q3: 235,663 shares; 2025Q4: 247,812 shares; 2026Q1: 251,653 shares; 2026Q2: 276,966 shares 276,966 $19.2M 2.14% +25,313 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 239,965 shares; 2024Q4: 233,693 shares; 2025Q1: 232,610 shares; 2025Q2: 231,935 shares; 2025Q3: 241,222 shares; 2025Q4: 228,696 shares; 2026Q1: 224,443 shares; 2026Q2: 223,409 shares 223,409 $18.5M 2.06% -1,034 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,248 shares; 2024Q4: 24,810 shares; 2025Q1: 24,877 shares; 2025Q2: 27,991 shares; 2025Q3: 30,119 shares; 2025Q4: 39,542 shares; 2026Q1: 47,144 shares; 2026Q2: 55,343 shares 55,343 $14M 1.56% +8,199 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: 70,042 shares; 2024Q4: 76,544 shares; 2025Q1: 70,630 shares; 2025Q2: 71,743 shares; 2025Q3: 70,847 shares; 2025Q4: 68,128 shares; 2026Q1: 63,110 shares; 2026Q2: 63,196 shares 63,196 $12.6M 1.41% +86 Timeline AVES 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: 184,663 shares; 2024Q4: 181,162 shares; 2025Q1: 183,098 shares; 2025Q2: 194,087 shares; 2025Q3: 200,377 shares; 2025Q4: 193,168 shares; 2026Q1: 192,525 shares; 2026Q2: 186,691 shares 186,691 $12.2M 1.36% -5,834 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: 62,831 shares; 2024Q4: 70,369 shares; 2025Q1: 70,049 shares; 2025Q2: 87,604 shares; 2025Q3: 94,095 shares; 2025Q4: 91,786 shares; 2026Q1: 91,857 shares; 2026Q2: 90,770 shares 90,770 $11.3M 1.26% -1,087 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: 183,612 shares; 2024Q4: 190,145 shares; 2025Q1: 169,325 shares; 2025Q2: 140,368 shares; 2025Q3: 138,417 shares; 2025Q4: 125,622 shares; 2026Q1: 119,858 shares; 2026Q2: 114,416 shares 114,416 $11.1M 1.23% -5,442 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: 138,968 shares; 2024Q4: 143,729 shares; 2025Q1: 149,779 shares; 2025Q2: 153,429 shares; 2025Q3: 154,332 shares; 2025Q4: 154,247 shares; 2026Q1: 153,554 shares; 2026Q2: 143,524 shares 143,524 $10.8M 1.21% -10,030 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 211,188 shares; 2026Q1: 210,917 shares; 2026Q2: 210,903 shares 210,903 $10.8M 1.2% -14 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: 23,273 shares; 2024Q4: 24,478 shares; 2025Q1: 29,727 shares; 2025Q2: 28,457 shares; 2025Q3: 29,202 shares; 2025Q4: 29,343 shares; 2026Q1: 29,117 shares; 2026Q2: 29,006 shares 29,006 $10.2M 1.14% -111 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: 94,170 shares; 2024Q4: 116,478 shares; 2025Q1: 123,388 shares; 2025Q2: 145,858 shares; 2025Q3: 146,427 shares; 2025Q4: 151,550 shares; 2026Q1: 147,892 shares; 2026Q2: 141,334 shares 141,334 $10.1M 1.12% -6,558 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,787 shares; 2024Q4: 36,548 shares; 2025Q1: 25,476 shares; 2025Q2: 74,868 shares; 2025Q3: 69,115 shares; 2025Q4: 99,354 shares; 2026Q1: 94,636 shares; 2026Q2: 92,559 shares 92,559 $9.96M 1.11% -2,077 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: 14,520 shares; 2024Q4: 22,557 shares; 2025Q1: 23,407 shares; 2025Q2: 25,937 shares; 2025Q3: 26,083 shares; 2025Q4: 26,528 shares; 2026Q1: 26,132 shares; 2026Q2: 23,909 shares 23,909 $8.85M 0.98% -2,223 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: 64,418 shares; 2024Q4: 65,076 shares; 2025Q1: 56,106 shares; 2025Q2: 69,182 shares; 2025Q3: 64,081 shares; 2025Q4: 60,102 shares; 2026Q1: 59,600 shares; 2026Q2: 59,242 shares 59,242 $7.83M 0.87% -358 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: 11,361 shares; 2024Q4: 12,043 shares; 2025Q1: 12,647 shares; 2025Q2: 12,033 shares; 2025Q3: 11,802 shares; 2025Q4: 11,776 shares; 2026Q1: 10,981 shares; 2026Q2: 10,737 shares 10,737 $7.37M 0.82% -244 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: 31,174 shares; 2024Q4: 32,754 shares; 2025Q1: 31,484 shares; 2025Q2: 31,229 shares; 2025Q3: 26,364 shares; 2025Q4: 25,472 shares; 2026Q1: 28,595 shares; 2026Q2: 27,902 shares 27,902 $6.65M 0.74% -693 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: 22,388 shares; 2024Q4: 23,959 shares; 2025Q1: 19,540 shares; 2025Q2: 18,454 shares; 2025Q3: 18,030 shares; 2025Q4: 17,345 shares; 2026Q1: 17,878 shares; 2026Q2: 18,466 shares 18,466 $6.6M 0.73% +588 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,921 shares; 2024Q4: 75,762 shares; 2025Q1: 69,129 shares; 2025Q2: 61,530 shares; 2025Q3: 57,446 shares; 2025Q4: 57,073 shares; 2026Q1: 55,426 shares; 2026Q2: 55,813 shares 55,813 $5.74M 0.64% +387 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: 18,223 shares; 2024Q4: 20,333 shares; 2025Q1: 17,792 shares; 2025Q2: 15,854 shares; 2025Q3: 15,519 shares; 2025Q4: 13,976 shares; 2026Q1: 15,603 shares; 2026Q2: 15,173 shares 15,173 $5.66M 0.63% -430 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: 73,203 shares; 2024Q4: 69,869 shares; 2025Q1: 68,012 shares; 2025Q2: 61,211 shares; 2025Q3: 58,730 shares; 2025Q4: 57,918 shares; 2026Q1: 55,587 shares; 2026Q2: 51,715 shares 51,715 $5.37M 0.6% -3,872 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: 84,652 shares; 2024Q4: 78,411 shares; 2025Q1: 79,867 shares; 2025Q2: 76,898 shares; 2025Q3: 75,674 shares; 2025Q4: 71,921 shares; 2026Q1: 70,734 shares; 2026Q2: 69,167 shares 69,167 $5.33M 0.59% -1,567 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: 14,622 shares; 2024Q4: 15,055 shares; 2025Q1: 14,672 shares; 2025Q2: 14,588 shares; 2025Q3: 14,830 shares; 2025Q4: 14,010 shares; 2026Q1: 14,140 shares; 2026Q2: 13,936 shares 13,936 $5.26M 0.59% -204 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,786 shares; 2024Q4: 26,389 shares; 2025Q1: 25,486 shares; 2025Q2: 19,906 shares; 2025Q3: 19,457 shares; 2025Q4: 18,501 shares; 2026Q1: 18,751 shares; 2026Q2: 17,315 shares 17,315 $5.2M 0.58% -1,436 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: 11,894 shares; 2024Q4: 12,197 shares; 2025Q1: 17,480 shares; 2025Q2: 19,577 shares; 2025Q3: 15,393 shares; 2025Q4: 21,254 shares; 2026Q1: 19,360 shares; 2026Q2: 12,050 shares 12,050 $5.2M 0.58% -7,310 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: 30,600 shares; 2024Q4: 30,860 shares; 2025Q1: 30,859 shares; 2025Q2: 30,907 shares; 2025Q3: 31,002 shares; 2025Q4: 31,026 shares; 2026Q1: 30,996 shares; 2026Q2: 30,930 shares 30,930 $4.86M 0.54% -66 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: 8,415 shares; 2024Q4: 8,961 shares; 2025Q1: 9,452 shares; 2025Q2: 9,717 shares; 2025Q3: 9,890 shares; 2025Q4: 9,756 shares; 2026Q1: 9,909 shares; 2026Q2: 10,045 shares 10,045 $4.8M 0.53% +136 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,111 shares; 2025Q1: 11,020 shares; 2025Q2: 11,327 shares; 2025Q3: 11,821 shares; 2025Q4: 11,620 shares; 2026Q1: 10,502 shares; 2026Q2: 10,210 shares 10,210 $4.42M 0.49% -292 Timeline MGV 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: 77,440 shares; 2024Q4: 69,465 shares; 2025Q1: 64,152 shares; 2025Q2: 47,224 shares; 2025Q3: 43,138 shares; 2025Q4: 36,420 shares; 2026Q1: 34,290 shares; 2026Q2: 25,462 shares 25,462 $4.16M 0.46% -8,828 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: 3,236 shares; 2024Q4: 3,631 shares; 2025Q1: 3,590 shares; 2025Q2: 3,479 shares; 2025Q3: 3,601 shares; 2025Q4: 3,621 shares; 2026Q1: 3,463 shares; 2026Q2: 3,390 shares 3,390 $4.07M 0.45% -73 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: 11,887 shares; 2024Q4: 11,390 shares; 2025Q1: 12,004 shares; 2025Q2: 11,978 shares; 2025Q3: 11,979 shares; 2025Q4: 11,319 shares; 2026Q1: 11,566 shares; 2026Q2: 11,347 shares 11,347 $3.71M 0.41% -219 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,723 shares; 2024Q4: 106,325 shares; 2025Q1: 97,614 shares; 2025Q2: 86,830 shares; 2025Q3: 84,525 shares; 2025Q4: 82,832 shares; 2026Q1: 80,351 shares; 2026Q2: 68,509 shares 68,509 $3.57M 0.4% -11,842 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: 13,521 shares; 2024Q4: 13,320 shares; 2025Q1: 15,484 shares; 2025Q2: 16,049 shares; 2025Q3: 19,025 shares; 2025Q4: 20,147 shares; 2026Q1: 21,529 shares; 2026Q2: 22,524 shares 22,524 $3.54M 0.39% +995 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: 42,241 shares; 2024Q4: 60,909 shares; 2025Q1: 52,232 shares; 2025Q2: 54,353 shares; 2025Q3: 34,786 shares; 2025Q4: 31,577 shares; 2026Q1: 34,371 shares; 2026Q2: 25,222 shares 25,222 $3.52M 0.39% -9,149 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: 4,457 shares; 2024Q4: 4,305 shares; 2025Q1: 2,692 shares; 2025Q2: 3,043 shares; 2025Q3: 2,640 shares; 2025Q4: 2,801 shares; 2026Q1: 3,163 shares; 2026Q2: 3,017 shares 3,017 $3.48M 0.39% -146 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,904 shares; 2024Q4: 94,956 shares; 2025Q1: 85,987 shares; 2025Q2: 70,207 shares; 2025Q3: 63,847 shares; 2025Q4: 62,780 shares; 2026Q1: 62,780 shares; 2026Q2: 57,656 shares 57,656 $3.27M 0.36% -5,124 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,583 shares; 2024Q4: 1,583 shares; 2025Q1: 3,561 shares; 2025Q2: 9,109 shares; 2025Q3: 8,806 shares; 2025Q4: 17,612 shares; 2026Q1: 16,484 shares; 2026Q2: 16,484 shares 16,484 $3.14M 0.35% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,750 shares; 2024Q4: 137,420 shares; 2025Q1: 121,048 shares; 2025Q2: 95,934 shares; 2025Q3: 95,348 shares; 2025Q4: 91,110 shares; 2026Q1: 86,444 shares; 2026Q2: 61,429 shares 61,429 $3.07M 0.34% -25,015 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: 4,259 shares; 2024Q4: 5,578 shares; 2025Q1: 4,858 shares; 2025Q2: 4,865 shares; 2025Q3: 4,682 shares; 2025Q4: 4,740 shares; 2026Q1: 4,373 shares; 2026Q2: 4,222 shares 4,222 $3.05M 0.34% -151 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: 3,093 shares; 2024Q4: 3,593 shares; 2025Q1: 3,656 shares; 2025Q2: 3,683 shares; 2025Q3: 3,648 shares; 2025Q4: 3,288 shares; 2026Q1: 3,415 shares; 2026Q2: 4,063 shares 4,063 $2.99M 0.33% +648 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: 4,601 shares; 2024Q4: 4,783 shares; 2025Q1: 4,768 shares; 2025Q2: 4,831 shares; 2025Q3: 5,342 shares; 2025Q4: 5,099 shares; 2026Q1: 5,363 shares; 2026Q2: 5,130 shares 5,130 $2.89M 0.32% -233 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: 8,749 shares; 2024Q4: 8,843 shares; 2025Q1: 8,970 shares; 2025Q2: 9,081 shares; 2025Q3: 9,132 shares; 2025Q4: 8,308 shares; 2026Q1: 8,421 shares; 2026Q2: 4,788 shares 4,788 $2.78M 0.31% -3,633 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: 46,005 shares; 2024Q4: 58,438 shares; 2025Q1: 52,932 shares; 2025Q2: 48,009 shares; 2025Q3: 47,258 shares; 2025Q4: 48,954 shares; 2026Q1: 49,228 shares; 2026Q2: 45,962 shares 45,962 $2.74M 0.31% -3,266 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: 28,136 shares; 2024Q4: 26,676 shares; 2025Q1: 26,339 shares; 2025Q2: 26,260 shares; 2025Q3: 26,875 shares; 2025Q4: 25,450 shares; 2026Q1: 25,268 shares; 2026Q2: 18,195 shares 18,195 $2.67M 0.3% -7,073 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: 9,596 shares; 2024Q4: 11,475 shares; 2025Q1: 9,966 shares; 2025Q2: 9,702 shares; 2025Q3: 10,832 shares; 2025Q4: 10,327 shares; 2026Q1: 10,496 shares; 2026Q2: 10,424 shares 10,424 $2.62M 0.29% -72 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: 53,235 shares; 2024Q4: 114,514 shares; 2025Q1: 114,904 shares; 2025Q2: 110,626 shares; 2025Q3: 108,904 shares; 2025Q4: 106,321 shares; 2026Q1: 95,601 shares; 2026Q2: 94,660 shares 94,660 $2.62M 0.29% -941 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: 2,029 shares; 2024Q4: 2,842 shares; 2025Q1: 2,425 shares; 2025Q2: 2,414 shares; 2025Q3: 2,500 shares; 2025Q4: 2,413 shares; 2026Q1: 2,446 shares; 2026Q2: 2,413 shares 2,413 $2.57M 0.29% -33 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: not reported; 2025Q2: not reported; 2025Q3: 22,721 shares; 2025Q4: 22,001 shares; 2026Q1: 22,043 shares; 2026Q2: 21,960 shares 21,960 $2.56M 0.28% -83 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: 48,506 shares; 2024Q4: 55,526 shares; 2025Q1: 47,484 shares; 2025Q2: 40,510 shares; 2025Q3: 39,085 shares; 2025Q4: 38,930 shares; 2026Q1: 38,347 shares; 2026Q2: 37,381 shares 37,381 $2.56M 0.28% -966 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: 29,399 shares; 2024Q4: 30,169 shares; 2025Q1: 28,634 shares; 2025Q2: 28,374 shares; 2025Q3: 33,102 shares; 2025Q4: 31,061 shares; 2026Q1: 30,771 shares; 2026Q2: 30,724 shares 30,724 $2.5M 0.28% -47 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: 4,395 shares; 2024Q4: 4,791 shares; 2025Q1: 4,799 shares; 2025Q2: 5,040 shares; 2025Q3: 5,113 shares; 2025Q4: 5,063 shares; 2026Q1: 5,063 shares; 2026Q2: 4,784 shares 4,784 $2.39M 0.27% -279 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: 5,883 shares; 2024Q4: 6,325 shares; 2025Q1: 6,384 shares; 2025Q2: 6,671 shares; 2025Q3: 6,790 shares; 2025Q4: 6,797 shares; 2026Q1: 6,836 shares; 2026Q2: 6,889 shares 6,889 $2.36M 0.26% +53 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: 18,101 shares; 2024Q4: 17,963 shares; 2025Q1: 18,826 shares; 2025Q2: 17,914 shares; 2025Q3: 17,719 shares; 2025Q4: 18,663 shares; 2026Q1: 17,994 shares; 2026Q2: 17,580 shares 17,580 $2.26M 0.25% -414 Timeline EMSF MATTHEWS INTL FDS More: the full row for MATTHEWS INTL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,954 shares; 2025Q3: 22,677 shares; 2025Q4: 52,158 shares; 2026Q1: 58,691 shares; 2026Q2: 51,116 shares 51,116 $2.17M 0.24% -7,575 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,571 shares; 2024Q4: 6,079 shares; 2025Q1: 5,948 shares; 2025Q2: 7,748 shares; 2025Q3: 8,122 shares; 2025Q4: 6,860 shares; 2026Q1: 8,234 shares; 2026Q2: 8,689 shares 8,689 $2.11M 0.23% +455 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: 3,469 shares; 2024Q4: 3,469 shares; 2025Q1: 4,019 shares; 2025Q2: 4,019 shares; 2025Q3: 4,019 shares; 2025Q4: 4,024 shares; 2026Q1: 4,024 shares; 2026Q2: 16,806 shares 16,806 $2.09M 0.23% +12,782 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: 872 shares; 2024Q4: 864 shares; 2025Q1: 995 shares; 2025Q2: 1,008 shares; 2025Q3: 1,046 shares; 2025Q4: 1,038 shares; 2026Q1: 1,023 shares; 2026Q2: 1,034 shares 1,034 $2.06M 0.23% +11 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: 6,522 shares; 2024Q4: 6,585 shares; 2025Q1: 6,483 shares; 2025Q2: 6,649 shares; 2025Q3: 6,434 shares; 2025Q4: 6,239 shares; 2026Q1: 6,027 shares; 2026Q2: 5,999 shares 5,999 $1.98M 0.22% -28 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,819 shares; 2024Q4: 16,173 shares; 2025Q1: 18,717 shares; 2025Q2: 27,272 shares; 2025Q3: 28,141 shares; 2025Q4: 30,091 shares; 2026Q1: 26,760 shares; 2026Q2: 32,613 shares 32,613 $1.82M 0.2% +5,853 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: 26,168 shares; 2024Q4: 77,300 shares; 2025Q1: 77,052 shares; 2025Q2: 68,825 shares; 2025Q3: 66,151 shares; 2025Q4: 63,593 shares; 2026Q1: 63,496 shares; 2026Q2: 62,590 shares 62,590 $1.81M 0.2% -906 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: 5,509 shares; 2024Q4: 5,489 shares; 2025Q1: 5,380 shares; 2025Q2: 5,466 shares; 2025Q3: 5,485 shares; 2025Q4: 5,441 shares; 2026Q1: 5,408 shares; 2026Q2: 3,488 shares 3,488 $1.81M 0.2% -1,920 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: 46,680 shares; 2024Q4: 46,473 shares; 2025Q1: 47,241 shares; 2025Q2: 49,191 shares; 2025Q3: 54,080 shares; 2025Q4: 53,998 shares; 2026Q1: 38,979 shares; 2026Q2: 37,193 shares 37,193 $1.68M 0.19% -1,786 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: 51,824 shares; 2024Q4: 52,935 shares; 2025Q1: 70,209 shares; 2025Q2: 62,046 shares; 2025Q3: 64,271 shares; 2025Q4: 57,755 shares; 2026Q1: 67,473 shares; 2026Q2: 66,011 shares 66,011 $1.59M 0.18% -1,462 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: 357 shares; 2024Q4: 387 shares; 2025Q1: 369 shares; 2025Q2: 375 shares; 2025Q3: 596 shares; 2025Q4: 574 shares; 2026Q1: 547 shares; 2026Q2: 5,139 shares 5,139 $1.55M 0.17% +4,592 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: 784 shares; 2025Q1: 749 shares; 2025Q2: 686 shares; 2025Q3: 1,470 shares; 2025Q4: 1,422 shares; 2026Q1: 1,348 shares; 2026Q2: 1,303 shares 1,303 $1.53M 0.17% -45 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: 629 shares; 2024Q4: 1,605 shares; 2025Q1: 1,794 shares; 2025Q2: 2,389 shares; 2025Q3: 4,056 shares; 2025Q4: 3,894 shares; 2026Q1: 4,557 shares; 2026Q2: 4,446 shares 4,446 $1.52M 0.17% -111 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: 1,366 shares; 2024Q4: 1,471 shares; 2025Q1: 1,429 shares; 2025Q2: 1,439 shares; 2025Q3: 1,502 shares; 2025Q4: 1,496 shares; 2026Q1: 1,537 shares; 2026Q2: 1,469 shares 1,469 $1.49M 0.17% -68 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: 860 shares; 2024Q4: 865 shares; 2025Q1: 859 shares; 2025Q2: 933 shares; 2025Q3: 1,092 shares; 2025Q4: 2,417 shares; 2026Q1: 2,572 shares; 2026Q2: 3,329 shares 3,329 $1.48M 0.17% +757 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 1,868 shares; 2025Q2: 1,868 shares; 2025Q3: 1,868 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,763 shares 1,763 $1.48M 0.16% 0 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: 3,531 shares; 2024Q4: 3,850 shares; 2025Q1: 4,028 shares; 2025Q2: 4,058 shares; 2025Q3: 4,251 shares; 2025Q4: 4,282 shares; 2026Q1: 4,299 shares; 2026Q2: 4,122 shares 4,122 $1.39M 0.16% -177 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: 4,371 shares; 2024Q4: 4,605 shares; 2025Q1: 4,726 shares; 2025Q2: 4,503 shares; 2025Q3: 4,703 shares; 2025Q4: 4,425 shares; 2026Q1: 4,411 shares; 2026Q2: 3,842 shares 3,842 $1.35M 0.15% -569 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: 6,738 shares; 2024Q4: 6,749 shares; 2025Q1: 6,134 shares; 2025Q2: 5,408 shares; 2025Q3: 5,433 shares; 2025Q4: 5,305 shares; 2026Q1: 5,492 shares; 2026Q2: 5,260 shares 5,260 $1.34M 0.15% -232 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: 13,657 shares; 2024Q4: 14,824 shares; 2025Q1: 14,408 shares; 2025Q2: 14,436 shares; 2025Q3: 14,525 shares; 2025Q4: 14,424 shares; 2026Q1: 13,948 shares; 2026Q2: 13,802 shares 13,802 $1.33M 0.15% -146 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: 2,433 shares; 2024Q4: 2,893 shares; 2025Q1: 4,661 shares; 2025Q2: 4,777 shares; 2025Q3: 5,928 shares; 2025Q4: 6,300 shares; 2026Q1: 6,017 shares; 2026Q2: 5,831 shares 5,831 $1.32M 0.15% -186 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: 15,419 shares; 2024Q4: 15,334 shares; 2025Q1: 15,245 shares; 2025Q2: 15,295 shares; 2025Q3: 15,197 shares; 2025Q4: 14,420 shares; 2026Q1: 14,674 shares; 2026Q2: 9,774 shares 9,774 $1.32M 0.15% -4,900 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: 6,820 shares; 2024Q4: 6,877 shares; 2025Q1: 4,953 shares; 2025Q2: 5,162 shares; 2025Q3: 8,679 shares; 2025Q4: 8,922 shares; 2026Q1: 9,164 shares; 2026Q2: 9,066 shares 9,066 $1.31M 0.15% -98 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: 2,069 shares; 2024Q4: 2,315 shares; 2025Q1: 2,264 shares; 2025Q2: 2,464 shares; 2025Q3: 2,626 shares; 2025Q4: 2,626 shares; 2026Q1: 2,534 shares; 2026Q2: 2,507 shares 2,507 $1.29M 0.14% -27 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: 5,559 shares; 2024Q4: 5,698 shares; 2025Q1: 5,467 shares; 2025Q2: 5,455 shares; 2025Q3: 5,007 shares; 2025Q4: 4,767 shares; 2026Q1: 4,723 shares; 2026Q2: 4,719 shares 4,719 $1.28M 0.14% -4 Timeline CRSR CORSAIR GAMING INC More: the full row for CORSAIR GAMING 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: 132,000 shares 132,000 $1.28M 0.14% new 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: 11,609 shares; 2024Q4: 11,875 shares; 2025Q1: 11,863 shares; 2025Q2: 11,903 shares; 2025Q3: 11,601 shares; 2025Q4: 11,461 shares; 2026Q1: 11,556 shares; 2026Q2: 11,263 shares 11,263 $1.28M 0.14% -293 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: 1,367 shares; 2024Q4: 1,367 shares; 2025Q1: 1,356 shares; 2025Q2: 1,353 shares; 2025Q3: 1,357 shares; 2025Q4: 1,267 shares; 2026Q1: 1,279 shares; 2026Q2: 1,340 shares 1,340 $1.25M 0.14% +61 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,358 shares; 2024Q4: 4,358 shares; 2025Q1: 5,148 shares; 2025Q2: 5,148 shares; 2025Q3: 5,148 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares; 2026Q2: 5,098 shares 5,098 $1.24M 0.14% -50 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: 6,636 shares; 2024Q4: 6,926 shares; 2025Q1: 8,272 shares; 2025Q2: 8,223 shares; 2025Q3: 7,417 shares; 2025Q4: 8,644 shares; 2026Q1: 8,420 shares; 2026Q2: 7,904 shares 7,904 $1.2M 0.13% -516 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: 10,110 shares; 2024Q4: 10,550 shares; 2025Q1: 10,266 shares; 2025Q2: 8,525 shares; 2025Q3: 8,310 shares; 2025Q4: 7,981 shares; 2026Q1: 8,666 shares; 2026Q2: 8,081 shares 8,081 $1.18M 0.13% -585 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: 1,466 shares; 2024Q4: 1,562 shares; 2025Q1: 1,249 shares; 2025Q2: 1,246 shares; 2025Q3: 1,523 shares; 2025Q4: 14,921 shares; 2026Q1: 16,194 shares; 2026Q2: 16,382 shares 16,382 $1.17M 0.13% +188 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: 3,031 shares; 2024Q4: 3,606 shares; 2025Q1: 3,608 shares; 2025Q2: 3,573 shares; 2025Q3: 3,573 shares; 2025Q4: 3,646 shares; 2026Q1: 2,835 shares; 2026Q2: 3,174 shares 3,174 $1.17M 0.13% +339 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: 12,917 shares; 2024Q4: 13,728 shares; 2025Q1: 13,234 shares; 2025Q2: 9,763 shares; 2025Q3: 9,381 shares; 2025Q4: 8,429 shares; 2026Q1: 8,655 shares; 2026Q2: 8,504 shares 8,504 $1.16M 0.13% -151 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: 12,310 shares; 2024Q4: 12,426 shares; 2025Q1: 12,556 shares; 2025Q2: 12,541 shares; 2025Q3: 12,698 shares; 2025Q4: 12,116 shares; 2026Q1: 11,988 shares; 2026Q2: 12,467 shares 12,467 $1.13M 0.13% +479 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,064 shares; 2024Q4: 165,093 shares; 2025Q1: 180,183 shares; 2025Q2: 215,078 shares; 2025Q3: 185,078 shares; 2025Q4: 152,578 shares; 2026Q1: 136,078 shares; 2026Q2: 147,078 shares 147,078 $1.13M 0.13% +11,000 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: 3,198 shares; 2024Q4: 3,659 shares; 2025Q1: 2,902 shares; 2025Q2: 2,724 shares; 2025Q3: 2,706 shares; 2025Q4: 2,738 shares; 2026Q1: 2,763 shares; 2026Q2: 2,683 shares 2,683 $1.13M 0.13% -80 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: 7,902 shares; 2024Q4: 7,938 shares; 2025Q1: 7,870 shares; 2025Q2: 7,932 shares; 2025Q3: 8,047 shares; 2025Q4: 8,028 shares; 2026Q1: 8,017 shares; 2026Q2: 7,996 shares 7,996 $1.12M 0.12% -21 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: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares; 2026Q1: 3,250 shares; 2026Q2: 3,250 shares 3,250 $1.12M 0.12% 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: 4,139 shares; 2024Q4: 4,945 shares; 2025Q1: 5,521 shares; 2025Q2: 4,597 shares; 2025Q3: 4,587 shares; 2025Q4: 4,385 shares; 2026Q1: 3,958 shares; 2026Q2: 3,608 shares 3,608 $1.09M 0.12% -350 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: 6,879 shares; 2024Q4: 6,872 shares; 2025Q1: 8,648 shares; 2025Q2: 8,196 shares; 2025Q3: 8,862 shares; 2025Q4: 8,903 shares; 2026Q1: 8,899 shares; 2026Q2: 9,060 shares 9,060 $1.06M 0.12% +161 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: 1,098 shares; 2024Q4: 1,157 shares; 2025Q1: 1,785 shares; 2025Q2: 1,733 shares; 2025Q3: 1,628 shares; 2025Q4: 1,636 shares; 2026Q1: 1,584 shares; 2026Q2: 1,472 shares 1,472 $1.06M 0.12% -112 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,932 shares; 2024Q4: 4,044 shares; 2025Q1: 4,005 shares; 2025Q2: 4,126 shares; 2025Q3: 3,916 shares; 2025Q4: 3,983 shares; 2026Q1: 3,873 shares; 2026Q2: 3,923 shares 3,923 $1.06M 0.12% +50 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: 5,488 shares; 2024Q4: 6,591 shares; 2025Q1: 5,306 shares; 2025Q2: 5,699 shares; 2025Q3: 6,045 shares; 2025Q4: 6,065 shares; 2026Q1: 6,594 shares; 2026Q2: 4,798 shares 4,798 $1M 0.11% -1,796 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: 26,943 shares; 2024Q4: 13,068 shares; 2025Q1: 36,716 shares; 2025Q2: 35,482 shares; 2025Q3: 49,188 shares; 2025Q4: 51,573 shares; 2026Q1: 39,277 shares; 2026Q2: 36,773 shares 36,773 $1M 0.11% -2,504 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,288 shares; 2024Q4: 6,110 shares; 2025Q1: 6,418 shares; 2025Q2: 6,469 shares; 2025Q3: 4,448 shares; 2025Q4: 4,477 shares; 2026Q1: 4,567 shares; 2026Q2: 4,394 shares 4,394 $985K 0.11% -173 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,868 shares; 2024Q4: 3,400 shares; 2025Q1: 3,505 shares; 2025Q2: 3,505 shares; 2025Q3: 3,347 shares; 2025Q4: 3,315 shares; 2026Q1: 2,871 shares; 2026Q2: 2,692 shares 2,692 $984K 0.11% -179 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,509 shares; 2025Q3: 14,332 shares; 2025Q4: 14,149 shares; 2026Q1: 13,477 shares; 2026Q2: 12,304 shares 12,304 $977K 0.11% -1,173 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: 27,363 shares; 2024Q4: 28,657 shares; 2025Q1: 25,886 shares; 2025Q2: 27,041 shares; 2025Q3: 28,960 shares; 2025Q4: 28,179 shares; 2026Q1: 31,853 shares; 2026Q2: 33,533 shares 33,533 $973K 0.11% +1,680 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: 3,359 shares; 2024Q4: 4,548 shares; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,159 shares; 2025Q4: 4,154 shares; 2026Q1: 3,498 shares; 2026Q2: 3,460 shares 3,460 $973K 0.11% -38 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: 24,504 shares; 2024Q4: 28,649 shares; 2025Q1: 29,101 shares; 2025Q2: 28,690 shares; 2025Q3: 40,123 shares; 2025Q4: 38,805 shares; 2026Q1: 38,502 shares; 2026Q2: 37,954 shares 37,954 $951K 0.11% -548 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: 2,457 shares; 2024Q4: 2,486 shares; 2025Q1: 2,673 shares; 2025Q2: 2,334 shares; 2025Q3: 1,925 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares; 2026Q2: 2,266 shares 2,266 $942K 0.1% -99 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: 2,290 shares; 2024Q4: 2,371 shares; 2025Q1: 2,512 shares; 2025Q2: 2,454 shares; 2025Q3: 2,471 shares; 2025Q4: 2,476 shares; 2026Q1: 2,714 shares; 2026Q2: 2,598 shares 2,598 $941K 0.1% -116 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: not reported; 2025Q4: not reported; 2026Q1: 1,466 shares; 2026Q2: 1,435 shares 1,435 $917K 0.1% -31 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: 6,053 shares; 2024Q4: 5,663 shares; 2025Q1: 5,616 shares; 2025Q2: 5,699 shares; 2025Q3: 5,807 shares; 2025Q4: 5,887 shares; 2026Q1: 5,458 shares; 2026Q2: 4,906 shares 4,906 $907K 0.1% -552 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,406 shares; 2026Q1: 2,197 shares; 2026Q2: 2,197 shares 2,197 $900K 0.1% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,632 shares; 2025Q1: 5,129 shares; 2025Q2: 4,704 shares; 2025Q3: 4,704 shares; 2025Q4: 5,585 shares; 2026Q1: 5,740 shares; 2026Q2: 7,620 shares 7,620 $895K 0.1% +1,880 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: 3,842 shares; 2024Q4: 4,231 shares; 2025Q1: 4,216 shares; 2025Q2: 3,209 shares; 2025Q3: 3,519 shares; 2025Q4: 3,562 shares; 2026Q1: 3,575 shares; 2026Q2: 3,542 shares 3,542 $872K 0.1% -33 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: not reported; 2025Q2: 3,611 shares; 2025Q3: 4,413 shares; 2025Q4: 4,570 shares; 2026Q1: 6,903 shares; 2026Q2: 8,265 shares 8,265 $867K 0.1% +1,362 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: 8,179 shares; 2024Q4: 9,540 shares; 2025Q1: 8,340 shares; 2025Q2: 7,210 shares; 2025Q3: 11,287 shares; 2025Q4: 10,938 shares; 2026Q1: 13,391 shares; 2026Q2: 14,637 shares 14,637 $843K 0.09% +1,246 Timeline SPDW 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: 25,829 shares; 2024Q4: 25,644 shares; 2025Q1: 25,425 shares; 2025Q2: 17,150 shares; 2025Q3: 17,156 shares; 2025Q4: 16,461 shares; 2026Q1: 16,695 shares; 2026Q2: 16,192 shares 16,192 $816K 0.09% -503 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: 7,008 shares; 2024Q4: 7,401 shares; 2025Q1: 7,160 shares; 2025Q2: 7,690 shares; 2025Q3: 9,888 shares; 2025Q4: 10,742 shares; 2026Q1: 14,049 shares; 2026Q2: 13,465 shares 13,465 $813K 0.09% -584 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: 4,373 shares; 2024Q4: 4,474 shares; 2025Q1: 4,455 shares; 2025Q2: 4,448 shares; 2025Q3: 4,446 shares; 2025Q4: 4,429 shares; 2026Q1: 4,459 shares; 2026Q2: 4,427 shares 4,427 $801K 0.09% -32 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: 17,056 shares; 2024Q4: 19,924 shares; 2025Q1: 18,956 shares; 2025Q2: 19,593 shares; 2025Q3: 20,365 shares; 2025Q4: 19,040 shares; 2026Q1: 18,302 shares; 2026Q2: 18,828 shares 18,828 $797K 0.09% +526 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: 192 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 190 shares; 2025Q3: 191 shares; 2025Q4: 192 shares; 2026Q1: 198 shares; 2026Q2: 4,465 shares 4,465 $796K 0.09% +4,267 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: 4,197 shares; 2024Q4: 4,951 shares; 2025Q1: 4,614 shares; 2025Q2: 4,557 shares; 2025Q3: 4,887 shares; 2025Q4: 4,845 shares; 2026Q1: 4,984 shares; 2026Q2: 4,794 shares 4,794 $795K 0.09% -190 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,087 shares; 2025Q1: 4,935 shares; 2025Q2: 5,653 shares; 2025Q3: 5,431 shares; 2025Q4: 4,998 shares; 2026Q1: 4,893 shares; 2026Q2: 4,667 shares 4,667 $793K 0.09% -226 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: 5,713 shares; 2024Q4: 6,048 shares; 2025Q1: 3,812 shares; 2025Q2: 3,824 shares; 2025Q3: 10,873 shares; 2025Q4: 10,854 shares; 2026Q1: 6,293 shares; 2026Q2: 6,275 shares 6,275 $793K 0.09% -18 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: 3,617 shares; 2024Q4: 3,721 shares; 2025Q1: 3,759 shares; 2025Q2: 3,707 shares; 2025Q3: 3,746 shares; 2025Q4: 3,723 shares; 2026Q1: 3,225 shares; 2026Q2: 3,384 shares 3,384 $758K 0.08% +159 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: 5,856 shares; 2024Q4: 16,712 shares; 2025Q1: 15,711 shares; 2025Q2: 15,322 shares; 2025Q3: 15,451 shares; 2025Q4: 15,395 shares; 2026Q1: 15,422 shares; 2026Q2: 25,633 shares 25,633 $754K 0.08% +10,211 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,969 shares; 2026Q1: 2,265 shares; 2026Q2: 2,143 shares 2,143 $750K 0.08% -122 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: 75,955 shares; 2024Q4: 77,033 shares; 2025Q1: 79,360 shares; 2025Q2: 77,363 shares; 2025Q3: 80,881 shares; 2025Q4: 85,720 shares; 2026Q1: 94,474 shares; 2026Q2: 84,749 shares 84,749 $744K 0.08% -9,725 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,925 shares; 2024Q4: 12,416 shares; 2025Q1: 12,432 shares; 2025Q2: 12,192 shares; 2025Q3: 13,259 shares; 2025Q4: 12,672 shares; 2026Q1: 12,934 shares; 2026Q2: 11,922 shares 11,922 $744K 0.08% -1,012 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: 2,977 shares; 2024Q4: 2,966 shares; 2025Q1: 2,985 shares; 2025Q2: 2,970 shares; 2025Q3: 2,968 shares; 2025Q4: 2,767 shares; 2026Q1: 2,800 shares; 2026Q2: 3,062 shares 3,062 $728K 0.08% +262 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: 1,912 shares; 2024Q4: 2,226 shares; 2025Q1: 2,333 shares; 2025Q2: 2,421 shares; 2025Q3: 2,632 shares; 2025Q4: 2,917 shares; 2026Q1: 3,241 shares; 2026Q2: 3,249 shares 3,249 $717K 0.08% +8 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: 3,680 shares; 2024Q4: 4,001 shares; 2025Q1: 3,908 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,593 shares; 2026Q1: 4,365 shares; 2026Q2: 4,555 shares 4,555 $714K 0.08% +190 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,343 shares; 2026Q1: 6,611 shares; 2026Q2: 6,980 shares 6,980 $710K 0.08% +369 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,327 shares; 2024Q4: 23,327 shares; 2025Q1: 23,327 shares; 2025Q2: 23,327 shares; 2025Q3: 23,327 shares; 2025Q4: 23,327 shares; 2026Q1: 23,327 shares; 2026Q2: 23,327 shares 23,327 $704K 0.08% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,761 shares; 2025Q4: 6,363 shares; 2026Q1: 7,853 shares; 2026Q2: 7,210 shares 7,210 $693K 0.08% -643 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,650 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,618 shares; 2025Q3: 9,618 shares; 2025Q4: 11,273 shares; 2026Q1: 12,252 shares; 2026Q2: 12,252 shares 12,252 $689K 0.08% 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: 889 shares; 2024Q4: 832 shares; 2025Q1: 823 shares; 2025Q2: 710 shares; 2025Q3: 585 shares; 2025Q4: 575 shares; 2026Q1: 510 shares; 2026Q2: 506 shares 506 $689K 0.08% -4 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,940 shares; 2024Q4: 5,343 shares; 2025Q1: 4,903 shares; 2025Q2: 5,316 shares; 2025Q3: 5,597 shares; 2025Q4: 5,620 shares; 2026Q1: 5,120 shares; 2026Q2: 5,167 shares 5,167 $686K 0.08% +47 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: 2,751 shares; 2025Q1: 5,249 shares; 2025Q2: 4,855 shares; 2025Q3: 5,551 shares; 2025Q4: 5,592 shares; 2026Q1: 3,897 shares; 2026Q2: 4,646 shares 4,646 $679K 0.08% +749 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: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 4,145 shares; 2026Q1: 5,020 shares; 2026Q2: 5,130 shares 5,130 $675K 0.08% +110 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: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 960 shares; 2026Q1: 960 shares; 2026Q2: 956 shares 956 $672K 0.07% -4 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: 2,067 shares; 2024Q4: 2,119 shares; 2025Q1: 2,052 shares; 2025Q2: 2,078 shares; 2025Q3: 2,046 shares; 2025Q4: 2,080 shares; 2026Q1: 2,441 shares; 2026Q2: 3,070 shares 3,070 $671K 0.07% +629 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: 8,726 shares; 2024Q4: 8,578 shares; 2025Q1: 8,316 shares; 2025Q2: 8,844 shares; 2025Q3: 9,962 shares; 2025Q4: 11,234 shares; 2026Q1: 11,040 shares; 2026Q2: 11,640 shares 11,640 $668K 0.07% +600 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: 1,118 shares; 2024Q4: 1,261 shares; 2025Q1: 1,277 shares; 2025Q2: 1,356 shares; 2025Q3: 1,268 shares; 2025Q4: 1,178 shares; 2026Q1: 4,832 shares; 2026Q2: 4,246 shares 4,246 $654K 0.07% -586 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,554 shares; 2024Q4: 6,196 shares; 2025Q1: 5,960 shares; 2025Q2: 6,076 shares; 2025Q3: 6,327 shares; 2025Q4: 6,018 shares; 2026Q1: 5,248 shares; 2026Q2: 5,539 shares 5,539 $652K 0.07% +291 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,929 shares; 2024Q4: 6,733 shares; 2025Q1: 6,303 shares; 2025Q2: 6,449 shares; 2025Q3: 6,887 shares; 2025Q4: 6,094 shares; 2026Q1: 7,118 shares; 2026Q2: 7,765 shares 7,765 $649K 0.07% +647 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: 32,415 shares; 2024Q4: 37,755 shares; 2025Q1: 37,489 shares; 2025Q2: 37,348 shares; 2025Q3: 38,781 shares; 2025Q4: 37,643 shares; 2026Q1: 31,995 shares; 2026Q2: 30,614 shares 30,614 $634K 0.07% -1,381 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: 2,211 shares; 2024Q4: 2,167 shares; 2025Q1: 2,526 shares; 2025Q2: 2,583 shares; 2025Q3: 3,890 shares; 2025Q4: 3,171 shares; 2026Q1: 3,802 shares; 2026Q2: 2,851 shares 2,851 $629K 0.07% -951 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: 3,816 shares; 2024Q4: 2,991 shares; 2025Q1: 3,844 shares; 2025Q2: 3,720 shares; 2025Q3: 3,721 shares; 2025Q4: 4,559 shares; 2026Q1: 4,866 shares; 2026Q2: 4,631 shares 4,631 $627K 0.07% -235 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,018 shares; 2024Q4: 4,094 shares; 2025Q1: 3,491 shares; 2025Q2: 3,391 shares; 2025Q3: 3,391 shares; 2025Q4: 3,263 shares; 2026Q1: 4,415 shares; 2026Q2: 3,952 shares 3,952 $625K 0.07% -463 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: 1,332 shares; 2024Q4: 1,420 shares; 2025Q1: 1,833 shares; 2025Q2: 1,824 shares; 2025Q3: 1,908 shares; 2025Q4: 1,930 shares; 2026Q1: 1,590 shares; 2026Q2: 1,533 shares 1,533 $624K 0.07% -57 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: 5,237 shares; 2024Q4: 6,857 shares; 2025Q1: 5,174 shares; 2025Q2: 4,777 shares; 2025Q3: not reported; 2025Q4: 5,142 shares; 2026Q1: 10,564 shares; 2026Q2: 14,085 shares 14,085 $623K 0.07% +3,521 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,231 shares; 2024Q4: 1,287 shares; 2025Q1: 1,457 shares; 2025Q2: 1,276 shares; 2025Q3: 1,275 shares; 2025Q4: 1,532 shares; 2026Q1: 1,225 shares; 2026Q2: 1,242 shares 1,242 $623K 0.07% +17 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: 20,395 shares; 2024Q4: 20,497 shares; 2025Q1: 20,593 shares; 2025Q2: 20,169 shares; 2025Q3: 20,275 shares; 2025Q4: 20,382 shares; 2026Q1: 18,327 shares; 2026Q2: 16,889 shares 16,889 $621K 0.07% -1,438 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: 9,925 shares; 2024Q4: 10,132 shares; 2025Q1: 11,031 shares; 2025Q2: 10,959 shares; 2025Q3: 10,400 shares; 2025Q4: 10,040 shares; 2026Q1: 8,226 shares; 2026Q2: 8,533 shares 8,533 $616K 0.07% +307 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,606 shares; 2024Q4: not reported; 2025Q1: 9,423 shares; 2025Q2: 7,914 shares; 2025Q3: 8,064 shares; 2025Q4: 7,978 shares; 2026Q1: 21,627 shares; 2026Q2: 19,263 shares 19,263 $611K 0.07% -2,364 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: 831 shares; 2024Q4: 944 shares; 2025Q1: 835 shares; 2025Q2: 990 shares; 2025Q3: 1,016 shares; 2025Q4: 4,238 shares; 2026Q1: 5,788 shares; 2026Q2: 6,105 shares 6,105 $606K 0.07% +317 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: 4,935 shares; 2024Q4: 4,935 shares; 2025Q1: 5,466 shares; 2025Q2: 4,592 shares; 2025Q3: 4,570 shares; 2025Q4: 4,510 shares; 2026Q1: 4,228 shares; 2026Q2: 4,048 shares 4,048 $600K 0.07% -180 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: 546 shares; 2025Q4: 703 shares; 2026Q1: 943 shares; 2026Q2: 785 shares 785 $599K 0.07% -158 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: 1,440 shares; 2025Q4: 1,407 shares; 2026Q1: 1,814 shares; 2026Q2: 1,773 shares 1,773 $594K 0.07% -41 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: 2,726 shares; 2024Q4: 2,854 shares; 2025Q1: 2,779 shares; 2025Q2: 2,410 shares; 2025Q3: 2,410 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares; 2026Q2: 2,410 shares 2,410 $593K 0.07% 0 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: 4,551 shares; 2024Q4: 4,663 shares; 2025Q1: 4,771 shares; 2025Q2: 4,543 shares; 2025Q3: 3,863 shares; 2025Q4: 4,694 shares; 2026Q1: 5,064 shares; 2026Q2: 4,902 shares 4,902 $589K 0.07% -162 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: 666 shares; 2024Q4: 666 shares; 2025Q1: 1,333 shares; 2025Q2: 1,313 shares; 2025Q3: 1,314 shares; 2025Q4: 1,127 shares; 2026Q1: 1,128 shares; 2026Q2: 6,772 shares 6,772 $583K 0.06% +5,644 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: 1,169 shares; 2024Q4: 1,166 shares; 2025Q1: 1,134 shares; 2025Q2: 1,138 shares; 2025Q3: 1,148 shares; 2025Q4: 1,270 shares; 2026Q1: 1,495 shares; 2026Q2: 1,465 shares 1,465 $571K 0.06% -30 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: 3,652 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,917 shares 1,917 $571K 0.06% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: 2,215 shares; 2025Q1: 2,227 shares; 2025Q2: 2,226 shares; 2025Q3: 2,187 shares; 2025Q4: 2,316 shares; 2026Q1: 2,309 shares; 2026Q2: 1,489 shares 1,489 $556K 0.06% -820 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: 10,365 shares; 2024Q4: 11,047 shares; 2025Q1: 11,084 shares; 2025Q2: 10,630 shares; 2025Q3: 9,616 shares; 2025Q4: 9,594 shares; 2026Q1: 10,257 shares; 2026Q2: 11,011 shares 11,011 $549K 0.06% +754 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,325 shares; 2026Q2: 2,133 shares 2,133 $545K 0.06% -192 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: 12,928 shares; 2024Q4: 12,271 shares; 2025Q1: 12,141 shares; 2025Q2: 11,884 shares; 2025Q3: 6,988 shares; 2025Q4: 6,791 shares; 2026Q1: 5,693 shares; 2026Q2: 5,614 shares 5,614 $534K 0.06% -79 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: 1,988 shares; 2025Q4: 1,909 shares; 2026Q1: 2,074 shares; 2026Q2: 2,462 shares 2,462 $532K 0.06% +388 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: not reported; 2026Q1: 14,609 shares; 2026Q2: 16,349 shares 16,349 $526K 0.06% +1,740 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,651 shares; 2025Q1: 2,490 shares; 2025Q2: 2,665 shares; 2025Q3: 2,206 shares; 2025Q4: 2,056 shares; 2026Q1: 2,783 shares; 2026Q2: 2,854 shares 2,854 $523K 0.06% +71 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 1,760 shares; 2025Q1: 1,907 shares; 2025Q2: 1,918 shares; 2025Q3: 2,011 shares; 2025Q4: 1,925 shares; 2026Q1: 1,811 shares; 2026Q2: 2,002 shares 2,002 $522K 0.06% +191 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: not reported; 2025Q2: 2,155 shares; 2025Q3: 3,545 shares; 2025Q4: 4,000 shares; 2026Q1: 2,804 shares; 2026Q2: 2,603 shares 2,603 $522K 0.06% -201 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: 2,137 shares; 2024Q4: 2,043 shares; 2025Q1: 1,872 shares; 2025Q2: 1,864 shares; 2025Q3: 1,862 shares; 2025Q4: 2,110 shares; 2026Q1: 2,320 shares; 2026Q2: 1,528 shares 1,528 $520K 0.06% -792 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,655 shares; 2024Q4: 3,660 shares; 2025Q1: 3,395 shares; 2025Q2: 3,394 shares; 2025Q3: 3,322 shares; 2025Q4: 2,939 shares; 2026Q1: 2,797 shares; 2026Q2: 2,162 shares 2,162 $512K 0.06% -635 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: 5,453 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,217 shares; 2025Q4: 11,059 shares; 2026Q1: 10,446 shares; 2026Q2: 9,689 shares 9,689 $508K 0.06% -757 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,590 shares; 2025Q1: 2,470 shares; 2025Q2: 2,470 shares; 2025Q3: 2,470 shares; 2025Q4: 2,470 shares; 2026Q1: 2,371 shares; 2026Q2: 2,385 shares 2,385 $508K 0.06% +14 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,281 shares; 2024Q4: 1,393 shares; 2025Q1: 1,441 shares; 2025Q2: 1,412 shares; 2025Q3: 1,700 shares; 2025Q4: 2,111 shares; 2026Q1: 2,488 shares; 2026Q2: 2,823 shares 2,823 $507K 0.06% +335 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: 5,847 shares; 2024Q4: 6,401 shares; 2025Q1: 5,185 shares; 2025Q2: 5,425 shares; 2025Q3: 6,258 shares; 2025Q4: 6,445 shares; 2026Q1: 3,877 shares; 2026Q2: 5,451 shares 5,451 $503K 0.06% +1,574 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: not reported; 2024Q4: 14,258 shares; 2025Q1: 26,662 shares; 2025Q2: 27,361 shares; 2025Q3: 28,410 shares; 2025Q4: 24,248 shares; 2026Q1: 26,178 shares; 2026Q2: 25,030 shares 25,030 $502K 0.06% -1,148 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: 3,424 shares; 2025Q1: 3,428 shares; 2025Q2: 3,432 shares; 2025Q3: 3,436 shares; 2025Q4: 3,440 shares; 2026Q1: 3,273 shares; 2026Q2: 3,277 shares 3,277 $499K 0.06% +4 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: 441 shares; 2024Q4: 473 shares; 2025Q1: 453 shares; 2025Q2: 447 shares; 2025Q3: 329 shares; 2025Q4: not reported; 2026Q1: 492 shares; 2026Q2: 478 shares 478 $498K 0.06% -14 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: 1,549 shares; 2024Q4: 1,785 shares; 2025Q1: 1,479 shares; 2025Q2: 1,447 shares; 2025Q3: 918 shares; 2025Q4: 872 shares; 2026Q1: 753 shares; 2026Q2: 781 shares 781 $495K 0.06% +28 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: 2,626 shares; 2024Q4: 3,042 shares; 2025Q1: 2,760 shares; 2025Q2: 1,511 shares; 2025Q3: 1,490 shares; 2025Q4: 1,308 shares; 2026Q1: 1,327 shares; 2026Q2: 1,318 shares 1,318 $493K 0.05% -9 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,601 shares; 2025Q2: 7,606 shares; 2025Q3: 7,611 shares; 2025Q4: 7,615 shares; 2026Q1: 7,619 shares; 2026Q2: 7,622 shares 7,622 $492K 0.05% +3 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: 2,250 shares; 2024Q4: 2,435 shares; 2025Q1: 2,605 shares; 2025Q2: 2,488 shares; 2025Q3: 2,472 shares; 2025Q4: 1,821 shares; 2026Q1: 1,817 shares; 2026Q2: 5,967 shares 5,967 $481K 0.05% +4,150 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,452 shares; 2024Q4: 7,197 shares; 2025Q1: 9,109 shares; 2025Q2: 9,604 shares; 2025Q3: 12,979 shares; 2025Q4: 7,720 shares; 2026Q1: 11,964 shares; 2026Q2: 13,886 shares 13,886 $454K 0.05% +1,922 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares; 2026Q2: 750 shares 750 $433K 0.05% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,539 shares; 2024Q4: 11,639 shares; 2025Q1: 11,266 shares; 2025Q2: 9,874 shares; 2025Q3: 10,077 shares; 2025Q4: 9,635 shares; 2026Q1: 9,547 shares; 2026Q2: 11,990 shares 11,990 $433K 0.05% +2,443 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: 1,355 shares; 2024Q4: 1,431 shares; 2025Q1: 1,680 shares; 2025Q2: 1,695 shares; 2025Q3: 1,664 shares; 2025Q4: 1,615 shares; 2026Q1: 1,699 shares; 2026Q2: 1,350 shares 1,350 $425K 0.05% -349 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: 1,135 shares; 2024Q4: 1,229 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,065 shares; 2025Q4: 1,083 shares; 2026Q1: 1,179 shares; 2026Q2: 1,128 shares 1,128 $423K 0.05% -51 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,042 shares; 2024Q4: 3,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,321 shares; 2025Q4: 2,215 shares; 2026Q1: 3,190 shares; 2026Q2: 3,803 shares 3,803 $423K 0.05% +613 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,789 shares; 2024Q4: 2,789 shares; 2025Q1: 2,789 shares; 2025Q2: 2,789 shares; 2025Q3: 2,789 shares; 2025Q4: 2,789 shares; 2026Q1: 2,789 shares; 2026Q2: 2,789 shares 2,789 $419K 0.05% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,282 shares; 2025Q4: 3,318 shares; 2026Q1: 3,436 shares; 2026Q2: 3,774 shares 3,774 $413K 0.05% +338 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: 1,466 shares; 2024Q4: 1,556 shares; 2025Q1: 878 shares; 2025Q2: 881 shares; 2025Q3: 1,599 shares; 2025Q4: 1,649 shares; 2026Q1: 1,140 shares; 2026Q2: 1,038 shares 1,038 $413K 0.05% -102 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: 2,746 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,793 shares; 2025Q4: 3,437 shares; 2026Q1: 4,007 shares; 2026Q2: 3,444 shares 3,444 $407K 0.05% -563 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: 7,727 shares; 2024Q4: 7,169 shares; 2025Q1: 3,600 shares; 2025Q2: 3,486 shares; 2025Q3: 3,008 shares; 2025Q4: 3,143 shares; 2026Q1: 2,772 shares; 2026Q2: 2,595 shares 2,595 $407K 0.05% -177 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: 424 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 3,392 shares 3,392 $405K 0.05% +2,968 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: 88,446 shares; 2024Q4: 179,083 shares; 2025Q1: 161,287 shares; 2025Q2: 164,147 shares; 2025Q3: 209,429 shares; 2025Q4: 244,156 shares; 2026Q1: 224,599 shares; 2026Q2: 176,683 shares 176,683 $398K 0.04% -47,916 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: 3,137 shares; 2024Q4: 3,196 shares; 2025Q1: 3,217 shares; 2025Q2: 3,185 shares; 2025Q3: 3,470 shares; 2025Q4: 3,497 shares; 2026Q1: 2,975 shares; 2026Q2: 2,949 shares 2,949 $397K 0.04% -26 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,890 shares; 2024Q4: 12,676 shares; 2025Q1: 12,818 shares; 2025Q2: 11,397 shares; 2025Q3: 11,098 shares; 2025Q4: 10,178 shares; 2026Q1: 11,013 shares; 2026Q2: 10,953 shares 10,953 $397K 0.04% -60 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: 838 shares; 2024Q4: 1,588 shares; 2025Q1: 941 shares; 2025Q2: 939 shares; 2025Q3: 932 shares; 2025Q4: 910 shares; 2026Q1: 899 shares; 2026Q2: 778 shares 778 $396K 0.04% -121 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: 7,972 shares; 2025Q1: not reported; 2025Q2: 6,558 shares; 2025Q3: 6,607 shares; 2025Q4: 5,717 shares; 2026Q1: not reported; 2026Q2: 1,427 shares 1,427 $394K 0.04% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,354 shares; 2026Q2: 2,266 shares 2,266 $394K 0.04% -88 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,741 shares; 2024Q4: 1,871 shares; 2025Q1: 2,308 shares; 2025Q2: 2,337 shares; 2025Q3: 2,153 shares; 2025Q4: 1,811 shares; 2026Q1: 2,616 shares; 2026Q2: 2,292 shares 2,292 $390K 0.04% -324 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: 3,399 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,313 shares; 2025Q4: 5,208 shares; 2026Q1: 6,298 shares; 2026Q2: 6,282 shares 6,282 $389K 0.04% -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: 2,364 shares; 2024Q4: 3,399 shares; 2025Q1: 3,370 shares; 2025Q2: 2,691 shares; 2025Q3: 2,606 shares; 2025Q4: 2,621 shares; 2026Q1: 2,029 shares; 2026Q2: 2,042 shares 2,042 $387K 0.04% +13 Timeline TS TENARIS S A More: the full row for TENARIS 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: 7,692 shares; 2025Q4: 7,924 shares; 2026Q1: 7,903 shares; 2026Q2: 6,964 shares 6,964 $386K 0.04% -939 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,165 shares; 2024Q4: 20,165 shares; 2025Q1: 20,166 shares; 2025Q2: 20,165 shares; 2025Q3: 20,166 shares; 2025Q4: 20,166 shares; 2026Q1: 20,167 shares; 2026Q2: 20,165 shares 20,165 $385K 0.04% -2 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: 1,722 shares; 2024Q4: 1,789 shares; 2025Q1: 1,743 shares; 2025Q2: 1,397 shares; 2025Q3: 1,756 shares; 2025Q4: 1,483 shares; 2026Q1: 1,455 shares; 2026Q2: 1,418 shares 1,418 $384K 0.04% -37 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 611 shares; 2026Q2: 397 shares 397 $383K 0.04% -214 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 845 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 727 shares 727 $380K 0.04% new 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: 684 shares; 2025Q4: 726 shares; 2026Q1: 518 shares; 2026Q2: 605 shares 605 $377K 0.04% +87 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: 607 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 544 shares; 2025Q4: 539 shares; 2026Q1: 530 shares; 2026Q2: 528 shares 528 $377K 0.04% -2 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,871 shares 3,871 $368K 0.04% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,472 shares; 2026Q2: 4,100 shares 4,100 $364K 0.04% +1,628 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: not reported; 2025Q4: not reported; 2026Q1: 1,918 shares; 2026Q2: 2,141 shares 2,141 $363K 0.04% +223 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,989 shares; 2025Q2: 2,811 shares; 2025Q3: 5,073 shares; 2025Q4: 4,490 shares; 2026Q1: 3,132 shares; 2026Q2: 3,240 shares 3,240 $362K 0.04% +108 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 4,747 shares; 2025Q4: 4,678 shares; 2026Q1: 4,840 shares; 2026Q2: 4,754 shares 4,754 $362K 0.04% -86 Timeline AVXC 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: 5,876 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares; 2025Q4: 6,218 shares; 2026Q1: 4,200 shares; 2026Q2: 4,175 shares 4,175 $358K 0.04% -25 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: 3,945 shares; 2024Q4: 5,145 shares; 2025Q1: 4,953 shares; 2025Q2: 4,911 shares; 2025Q3: 4,943 shares; 2025Q4: 4,924 shares; 2026Q1: 4,948 shares; 2026Q2: 4,916 shares 4,916 $354K 0.04% -32 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,337 shares; 2025Q1: not reported; 2025Q2: 1,254 shares; 2025Q3: 1,549 shares; 2025Q4: 1,627 shares; 2026Q1: 1,591 shares; 2026Q2: 1,486 shares 1,486 $353K 0.04% -105 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 490 shares; 2024Q4: 497 shares; 2025Q1: not reported; 2025Q2: 639 shares; 2025Q3: 747 shares; 2025Q4: 769 shares; 2026Q1: 716 shares; 2026Q2: 672 shares 672 $352K 0.04% -44 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: 20,007 shares; 2024Q4: 22,212 shares; 2025Q1: 24,548 shares; 2025Q2: 24,332 shares; 2025Q3: 36,034 shares; 2025Q4: 36,804 shares; 2026Q1: 36,070 shares; 2026Q2: 26,449 shares 26,449 $348K 0.04% -9,621 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $346K 0.04% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,036 shares; 2024Q4: 41,939 shares; 2025Q1: 38,984 shares; 2025Q2: 39,687 shares; 2025Q3: 62,797 shares; 2025Q4: 63,438 shares; 2026Q1: 90,463 shares; 2026Q2: 59,279 shares 59,279 $346K 0.04% -31,184 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,064 shares; 2025Q2: 1,173 shares; 2025Q3: 1,359 shares; 2025Q4: 1,523 shares; 2026Q1: 1,306 shares; 2026Q2: 1,360 shares 1,360 $340K 0.04% +54 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,984 shares 2,984 $335K 0.04% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,612 shares; 2026Q2: 3,912 shares 3,912 $331K 0.04% +300 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: 17,645 shares; 2024Q4: 18,815 shares; 2025Q1: 19,652 shares; 2025Q2: 17,843 shares; 2025Q3: 15,344 shares; 2025Q4: 14,528 shares; 2026Q1: 14,175 shares; 2026Q2: 13,993 shares 13,993 $330K 0.04% -182 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: not reported; 2025Q2: 664 shares; 2025Q3: 699 shares; 2025Q4: 659 shares; 2026Q1: 764 shares; 2026Q2: 773 shares 773 $329K 0.04% +9 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,730 shares; 2024Q4: 4,142 shares; 2025Q1: 2,713 shares; 2025Q2: 2,637 shares; 2025Q3: 2,225 shares; 2025Q4: 2,158 shares; 2026Q1: not reported; 2026Q2: 4,203 shares 4,203 $329K 0.04% new Timeline ESGG FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares; 2026Q2: 1,407 shares 1,407 $328K 0.04% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201 shares; 2024Q4: 202 shares; 2025Q1: 204 shares; 2025Q2: 213 shares; 2025Q3: 214 shares; 2025Q4: 220 shares; 2026Q1: 220 shares; 2026Q2: 192 shares 192 $326K 0.04% -28 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 683 shares; 2025Q4: 725 shares; 2026Q1: 870 shares; 2026Q2: 807 shares 807 $325K 0.04% -63 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,251 shares; 2026Q2: 1,517 shares 1,517 $323K 0.04% +266 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,147 shares; 2026Q2: 2,512 shares 2,512 $322K 0.04% +365 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: 2,702 shares; 2026Q1: 3,317 shares; 2026Q2: 2,859 shares 2,859 $322K 0.04% -458 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: 5,520 shares; 2024Q4: 5,420 shares; 2025Q1: 5,433 shares; 2025Q2: 4,930 shares; 2025Q3: 3,989 shares; 2025Q4: 4,186 shares; 2026Q1: 3,675 shares; 2026Q2: 3,479 shares 3,479 $319K 0.04% -196 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,134 shares; 2026Q2: 1,313 shares 1,313 $319K 0.04% +179 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,565 shares; 2024Q4: not reported; 2025Q1: 9,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,805 shares; 2026Q1: 9,485 shares; 2026Q2: 9,260 shares 9,260 $314K 0.03% -225 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: 543 shares; 2024Q4: 562 shares; 2025Q1: 537 shares; 2025Q2: 525 shares; 2025Q3: 335 shares; 2025Q4: 328 shares; 2026Q1: 293 shares; 2026Q2: 277 shares 277 $314K 0.03% -16 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: 7,003 shares; 2024Q4: 6,731 shares; 2025Q1: 6,504 shares; 2025Q2: 3,328 shares; 2025Q3: 3,327 shares; 2025Q4: 3,313 shares; 2026Q1: 3,588 shares; 2026Q2: 3,553 shares 3,553 $312K 0.03% -35 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: 4,077 shares; 2024Q4: 4,095 shares; 2025Q1: 4,108 shares; 2025Q2: 3,658 shares; 2025Q3: 2,287 shares; 2025Q4: 2,297 shares; 2026Q1: 2,274 shares; 2026Q2: 2,447 shares 2,447 $305K 0.03% +173 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,376 shares; 2025Q2: 5,376 shares; 2025Q3: 5,376 shares; 2025Q4: 5,376 shares; 2026Q1: 5,376 shares; 2026Q2: 5,376 shares 5,376 $303K 0.03% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,062 shares 4,062 $302K 0.03% 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: 5,338 shares 5,338 $301K 0.03% new 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: 734 shares; 2024Q4: 811 shares; 2025Q1: 822 shares; 2025Q2: 812 shares; 2025Q3: 779 shares; 2025Q4: 729 shares; 2026Q1: 732 shares; 2026Q2: 724 shares 724 $301K 0.03% -8 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,090 shares; 2024Q4: 18,626 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,458 shares; 2025Q4: 13,878 shares; 2026Q1: 15,831 shares; 2026Q2: 18,552 shares 18,552 $297K 0.03% +2,721 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: 1,045 shares; 2024Q4: 1,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097 shares; 2025Q4: 1,099 shares; 2026Q1: not reported; 2026Q2: 1,058 shares 1,058 $297K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,305 shares 1,305 $292K 0.03% new 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: 6,267 shares; 2025Q2: 6,278 shares; 2025Q3: 5,407 shares; 2025Q4: 5,418 shares; 2026Q1: 5,434 shares; 2026Q2: 5,445 shares 5,445 $292K 0.03% +11 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: 3,115 shares; 2024Q4: 3,158 shares; 2025Q1: 3,047 shares; 2025Q2: 3,039 shares; 2025Q3: 2,866 shares; 2025Q4: 2,782 shares; 2026Q1: 1,788 shares; 2026Q2: 1,739 shares 1,739 $292K 0.03% -49 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: 1,883 shares 1,883 $289K 0.03% 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: 1,302 shares 1,302 $288K 0.03% new 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: 3,268 shares; 2025Q1: 3,082 shares; 2025Q2: 3,086 shares; 2025Q3: 3,484 shares; 2025Q4: 3,461 shares; 2026Q1: 3,523 shares; 2026Q2: 3,438 shares 3,438 $284K 0.03% -85 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 1,232 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,819 shares; 2025Q4: 1,336 shares; 2026Q1: 2,078 shares; 2026Q2: 1,874 shares 1,874 $284K 0.03% -204 Timeline SPLV 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: 3,170 shares; 2024Q4: 4,393 shares; 2025Q1: 4,399 shares; 2025Q2: 4,336 shares; 2025Q3: 4,343 shares; 2025Q4: 4,350 shares; 2026Q1: 4,357 shares; 2026Q2: 3,755 shares 3,755 $281K 0.03% -602 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,399 shares; 2025Q2: 17,697 shares; 2025Q3: 45,120 shares; 2025Q4: 46,411 shares; 2026Q1: 42,679 shares; 2026Q2: 72,262 shares 72,262 $281K 0.03% +29,583 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: 1,556 shares; 2024Q4: 1,446 shares; 2025Q1: 1,377 shares; 2025Q2: 1,329 shares; 2025Q3: 1,328 shares; 2025Q4: 1,250 shares; 2026Q1: 1,060 shares; 2026Q2: 1,034 shares 1,034 $279K 0.03% -26 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: not reported; 2024Q4: 5,707 shares; 2025Q1: not reported; 2025Q2: 4,804 shares; 2025Q3: 5,018 shares; 2025Q4: 5,004 shares; 2026Q1: 5,092 shares; 2026Q2: 4,899 shares 4,899 $279K 0.03% -193 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: 1,557 shares; 2024Q4: 1,710 shares; 2025Q1: 1,626 shares; 2025Q2: 1,827 shares; 2025Q3: 1,697 shares; 2025Q4: 1,700 shares; 2026Q1: 1,517 shares; 2026Q2: 1,425 shares 1,425 $277K 0.03% -92 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: 1,023 shares; 2024Q4: 1,100 shares; 2025Q1: 1,083 shares; 2025Q2: 1,094 shares; 2025Q3: 1,142 shares; 2025Q4: 1,150 shares; 2026Q1: 601 shares; 2026Q2: 612 shares 612 $277K 0.03% +11 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,489 shares; 2024Q4: 8,489 shares; 2025Q1: 8,603 shares; 2025Q2: 8,566 shares; 2025Q3: 8,567 shares; 2025Q4: 8,568 shares; 2026Q1: 8,569 shares; 2026Q2: 8,570 shares 8,570 $275K 0.03% +1 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: 8,113 shares; 2025Q2: 7,735 shares; 2025Q3: 8,076 shares; 2025Q4: 5,667 shares; 2026Q1: 8,133 shares; 2026Q2: 6,431 shares 6,431 $274K 0.03% -1,702 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: 2,641 shares; 2025Q2: 2,545 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,930 shares; 2026Q2: 2,308 shares 2,308 $271K 0.03% +378 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,942 shares; 2025Q2: 2,024 shares; 2025Q3: 2,370 shares; 2025Q4: 2,017 shares; 2026Q1: not reported; 2026Q2: 1,462 shares 1,462 $270K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: 797 shares; 2025Q3: not reported; 2025Q4: 1,105 shares; 2026Q1: 1,130 shares; 2026Q2: 797 shares 797 $263K 0.03% -333 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,410 shares; 2024Q4: 2,411 shares; 2025Q1: 2,315 shares; 2025Q2: 2,495 shares; 2025Q3: 2,345 shares; 2025Q4: 2,389 shares; 2026Q1: 2,288 shares; 2026Q2: 2,436 shares 2,436 $263K 0.03% +148 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,995 shares; 2024Q4: 3,053 shares; 2025Q1: 3,019 shares; 2025Q2: 2,942 shares; 2025Q3: not reported; 2025Q4: 2,488 shares; 2026Q1: 3,881 shares; 2026Q2: 3,408 shares 3,408 $261K 0.03% -473 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: 1,468 shares; 2024Q4: 1,467 shares; 2025Q1: 1,428 shares; 2025Q2: 1,575 shares; 2025Q3: 2,088 shares; 2025Q4: 2,094 shares; 2026Q1: 1,915 shares; 2026Q2: 1,167 shares 1,167 $261K 0.03% -748 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 609 shares; 2026Q2: 609 shares 609 $260K 0.03% 0 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: 6,785 shares; 2024Q4: 7,062 shares; 2025Q1: 6,125 shares; 2025Q2: 5,965 shares; 2025Q3: 4,287 shares; 2025Q4: 4,357 shares; 2026Q1: 3,385 shares; 2026Q2: 3,441 shares 3,441 $256K 0.03% +56 Timeline VTHR 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: 771 shares; 2025Q1: not reported; 2025Q2: 771 shares; 2025Q3: 771 shares; 2025Q4: 771 shares; 2026Q1: 771 shares; 2026Q2: 771 shares 771 $255K 0.03% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,613 shares; 2026Q2: 1,769 shares 1,769 $253K 0.03% +156 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: 2,531 shares; 2025Q1: 2,378 shares; 2025Q2: 2,405 shares; 2025Q3: 1,915 shares; 2025Q4: 1,977 shares; 2026Q1: 1,880 shares; 2026Q2: 2,208 shares 2,208 $252K 0.03% +328 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,186 shares 1,186 $251K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,653 shares; 2024Q4: 7,920 shares; 2025Q1: 8,479 shares; 2025Q2: 8,667 shares; 2025Q3: 8,473 shares; 2025Q4: 8,000 shares; 2026Q1: 7,871 shares; 2026Q2: 5,794 shares 5,794 $247K 0.03% -2,077 Timeline GGB GERDAU SA More: the full row for GERDAU SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,254 shares; 2024Q4: 49,044 shares; 2025Q1: 69,395 shares; 2025Q2: 72,591 shares; 2025Q3: 51,269 shares; 2025Q4: 53,697 shares; 2026Q1: 54,163 shares; 2026Q2: 61,049 shares 61,049 $247K 0.03% +6,886 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,460 shares 2,460 $246K 0.03% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 825 shares 825 $246K 0.03% new 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: 5,801 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,416 shares; 2026Q2: 3,841 shares 3,841 $243K 0.03% +425 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: 1,920 shares; 2024Q4: 2,196 shares; 2025Q1: 2,027 shares; 2025Q2: 2,119 shares; 2025Q3: 2,223 shares; 2025Q4: 1,936 shares; 2026Q1: 1,914 shares; 2026Q2: 1,962 shares 1,962 $242K 0.03% +48 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 1,563 shares; 2025Q1: 1,818 shares; 2025Q2: 1,868 shares; 2025Q3: 1,686 shares; 2025Q4: 1,589 shares; 2026Q1: not reported; 2026Q2: 1,724 shares 1,724 $240K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 668 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares; 2025Q4: 667 shares; 2026Q1: 666 shares; 2026Q2: 664 shares 664 $235K 0.03% -2 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: 2,631 shares; 2025Q1: 2,895 shares; 2025Q2: 2,641 shares; 2025Q3: 2,558 shares; 2025Q4: 2,975 shares; 2026Q1: not reported; 2026Q2: 2,773 shares 2,773 $235K 0.03% new Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,696 shares 4,696 $234K 0.03% new Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,862 shares; 2025Q2: 8,278 shares; 2025Q3: 8,278 shares; 2025Q4: 7,780 shares; 2026Q1: 5,390 shares; 2026Q2: 4,379 shares 4,379 $232K 0.03% -1,011 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,808 shares; 2024Q4: 1,214 shares; 2025Q1: 1,788 shares; 2025Q2: 1,550 shares; 2025Q3: 1,077 shares; 2025Q4: 1,132 shares; 2026Q1: 1,142 shares; 2026Q2: 1,314 shares 1,314 $231K 0.03% +172 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,774 shares; 2025Q4: 5,774 shares; 2026Q1: 5,774 shares; 2026Q2: 5,578 shares 5,578 $230K 0.03% -196 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; 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: 731 shares; 2026Q2: 722 shares 722 $229K 0.03% -9 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,431 shares; 2026Q1: not reported; 2026Q2: 1,569 shares 1,569 $229K 0.03% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,956 shares; 2024Q4: 14,556 shares; 2025Q1: 15,256 shares; 2025Q2: 14,856 shares; 2025Q3: 15,656 shares; 2025Q4: 15,656 shares; 2026Q1: 13,956 shares; 2026Q2: 1,456 shares 1,456 $229K 0.03% -12,500 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 615 shares; 2026Q2: 581 shares 581 $226K 0.03% -34 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: 3,579 shares; 2024Q4: 3,713 shares; 2025Q1: 1,575 shares; 2025Q2: 1,598 shares; 2025Q3: 1,249 shares; 2025Q4: 1,531 shares; 2026Q1: 1,117 shares; 2026Q2: 1,182 shares 1,182 $225K 0.03% +65 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,784 shares; 2026Q2: 8,633 shares 8,633 $224K 0.02% -1,151 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,997 shares; 2025Q2: 5,525 shares; 2025Q3: 5,295 shares; 2025Q4: 5,295 shares; 2026Q1: not reported; 2026Q2: 2,169 shares 2,169 $222K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,799 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,312 shares; 2026Q2: 1,304 shares 1,304 $220K 0.02% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,716 shares; 2026Q1: not reported; 2026Q2: 4,606 shares 4,606 $219K 0.02% new 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: 1,511 shares; 2024Q4: 1,956 shares; 2025Q1: 2,163 shares; 2025Q2: 2,195 shares; 2025Q3: 2,419 shares; 2025Q4: 2,224 shares; 2026Q1: 2,554 shares; 2026Q2: 2,223 shares 2,223 $219K 0.02% -331 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,049 shares; 2024Q4: 3,808 shares; 2025Q1: 3,118 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 2,201 shares; 2026Q1: not reported; 2026Q2: 1,329 shares 1,329 $218K 0.02% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,193 shares; 2025Q2: 3,210 shares; 2025Q3: 1,290 shares; 2025Q4: 1,266 shares; 2026Q1: 1,263 shares; 2026Q2: 1,077 shares 1,077 $217K 0.02% -186 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: 953 shares; 2025Q1: 903 shares; 2025Q2: 1,068 shares; 2025Q3: 1,196 shares; 2025Q4: not reported; 2026Q1: 965 shares; 2026Q2: 897 shares 897 $214K 0.02% -68 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,035 shares; 2024Q4: not reported; 2025Q1: 2,035 shares; 2025Q2: 2,021 shares; 2025Q3: 1,767 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,694 shares 1,694 $211K 0.02% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,642 shares; 2024Q4: 8,527 shares; 2025Q1: 7,066 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,847 shares 3,847 $210K 0.02% new 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: 5,280 shares; 2024Q4: 5,595 shares; 2025Q1: 8,122 shares; 2025Q2: 7,347 shares; 2025Q3: 5,086 shares; 2025Q4: 4,122 shares; 2026Q1: 3,775 shares; 2026Q2: 2,867 shares 2,867 $210K 0.02% -908 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: 4,825 shares; 2026Q2: 3,956 shares 3,956 $210K 0.02% -869 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 855 shares 855 $210K 0.02% new 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: 634 shares; 2024Q4: 702 shares; 2025Q1: 723 shares; 2025Q2: 854 shares; 2025Q3: 1,012 shares; 2025Q4: 791 shares; 2026Q1: not reported; 2026Q2: 426 shares 426 $209K 0.02% new Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE Quarterly shares; 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: 5,188 shares 5,188 $206K 0.02% new 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: 2,219 shares; 2024Q4: 2,236 shares; 2025Q1: 1,681 shares; 2025Q2: 1,880 shares; 2025Q3: 1,077 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,259 shares 1,259 $206K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; 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: 4,557 shares 4,557 $206K 0.02% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: 1,087 shares 1,087 $205K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,996 shares 1,996 $204K 0.02% new 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: 20,199 shares; 2024Q4: 20,989 shares; 2025Q1: 21,363 shares; 2025Q2: 25,136 shares; 2025Q3: 27,639 shares; 2025Q4: 35,632 shares; 2026Q1: 27,379 shares; 2026Q2: 19,162 shares 19,162 $201K 0.02% -8,217 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,399 shares; 2026Q1: 2,414 shares; 2026Q2: 2,164 shares 2,164 $201K 0.02% -250 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,671 shares 16,671 $194K 0.02% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,519 shares; 2024Q4: 21,528 shares; 2025Q1: 18,009 shares; 2025Q2: 17,725 shares; 2025Q3: 16,043 shares; 2025Q4: 15,987 shares; 2026Q1: 10,501 shares; 2026Q2: 10,623 shares 10,623 $184K 0.02% +122 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,173 shares; 2026Q1: 1,173 shares; 2026Q2: 12,090 shares 12,090 $171K 0.02% +10,917 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,988 shares; 2024Q4: 16,097 shares; 2025Q1: 19,399 shares; 2025Q2: 19,884 shares; 2025Q3: 17,189 shares; 2025Q4: 21,152 shares; 2026Q1: 12,936 shares; 2026Q2: 11,777 shares 11,777 $156K 0.02% -1,159 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,562 shares; 2024Q4: 16,088 shares; 2025Q1: not reported; 2025Q2: 14,598 shares; 2025Q3: 47,514 shares; 2025Q4: 36,248 shares; 2026Q1: 55,298 shares; 2026Q2: 42,676 shares 42,676 $134K 0.01% -12,622 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400,000 shares; 2024Q4: 400,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 400,000 shares; 2025Q4: 400,000 shares; 2026Q1: 400,000 shares; 2026Q2: 400,000 shares 400,000 $131K 0.01% 0 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; 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: 10,537 shares; 2026Q2: 10,597 shares 10,597 $127K 0.01% +60 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS 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: 10,063 shares; 2025Q4: 16,373 shares; 2026Q1: 13,574 shares; 2026Q2: 16,794 shares 16,794 $63.3K 0.01% +3,220 Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,067 shares; 2025Q2: 11,686 shares; 2025Q3: not reported; 2025Q4: 16,506 shares; 2026Q1: 11,948 shares; 2026Q2: 14,742 shares 14,742 $31K <0.01% +2,794 Timeline