NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335,959 shares; 2024Q4: 322,700 shares; 2025Q1: 330,176 shares; 2025Q2: 324,742 shares; 2025Q3: 350,248 shares; 2025Q4: 350,002 shares; 2026Q1: 372,169 shares; 2026Q2: 383,269 shares 383,269 $76.7M 4.66% +11,100 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 687,036 shares; 2024Q4: 715,716 shares; 2025Q1: 738,625 shares; 2025Q2: 771,306 shares; 2025Q3: 821,602 shares; 2025Q4: 871,735 shares; 2026Q1: 925,778 shares; 2026Q2: 984,185 shares 984,185 $72.2M 4.38% +58,407 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: 207,284 shares; 2024Q4: 204,404 shares; 2025Q1: 213,256 shares; 2025Q2: 209,639 shares; 2025Q3: 211,684 shares; 2025Q4: 208,149 shares; 2026Q1: 240,347 shares; 2026Q2: 245,369 shares 245,369 $71.1M 4.32% +5,022 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: 105,957 shares; 2024Q4: 104,745 shares; 2025Q1: 109,670 shares; 2025Q2: 110,703 shares; 2025Q3: 115,263 shares; 2025Q4: 119,630 shares; 2026Q1: 151,366 shares; 2026Q2: 172,761 shares 172,761 $64.5M 3.92% +21,395 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: 158,944 shares; 2024Q4: 155,859 shares; 2025Q1: 162,964 shares; 2025Q2: 163,364 shares; 2025Q3: 150,169 shares; 2025Q4: 152,652 shares; 2026Q1: 198,300 shares; 2026Q2: 174,067 shares 174,067 $62.3M 3.78% -24,233 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: 449,452 shares; 2024Q4: 456,579 shares; 2025Q1: 485,124 shares; 2025Q2: 493,083 shares; 2025Q3: 494,921 shares; 2025Q4: 496,778 shares; 2026Q1: 512,370 shares; 2026Q2: 536,747 shares 536,747 $55.8M 3.39% +24,377 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: 87,867 shares; 2024Q4: 84,479 shares; 2025Q1: 85,943 shares; 2025Q2: 87,812 shares; 2025Q3: 89,042 shares; 2025Q4: 87,202 shares; 2026Q1: 88,138 shares; 2026Q2: 358,431 shares 358,431 $44.6M 2.71% +270,293 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: 142,073 shares; 2024Q4: 116,106 shares; 2025Q1: 128,227 shares; 2025Q2: 123,079 shares; 2025Q3: 108,134 shares; 2025Q4: 107,861 shares; 2026Q1: 122,382 shares; 2026Q2: 114,206 shares 114,206 $43.1M 2.62% -8,176 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: 124,810 shares; 2024Q4: 123,030 shares; 2025Q1: 130,424 shares; 2025Q2: 134,521 shares; 2025Q3: 139,817 shares; 2025Q4: 140,896 shares; 2026Q1: 158,836 shares; 2026Q2: 175,342 shares 175,342 $41.8M 2.54% +16,506 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: 72,430 shares; 2024Q4: 76,841 shares; 2025Q1: 70,313 shares; 2025Q2: 71,519 shares; 2025Q3: 73,305 shares; 2025Q4: 73,831 shares; 2026Q1: 71,246 shares; 2026Q2: 81,262 shares 81,262 $33.4M 2.03% +10,016 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: 42,837 shares; 2024Q4: 42,558 shares; 2025Q1: 61,169 shares; 2025Q2: 60,318 shares; 2025Q3: 59,930 shares; 2025Q4: 59,784 shares; 2026Q1: 63,641 shares; 2026Q2: 375,591 shares 375,591 $32.4M 1.96% +311,950 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: 30,448 shares; 2024Q4: 30,386 shares; 2025Q1: 31,580 shares; 2025Q2: 37,932 shares; 2025Q3: 47,778 shares; 2025Q4: 47,202 shares; 2026Q1: 49,134 shares; 2026Q2: 50,696 shares 50,696 $28.6M 1.73% +1,562 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: 84,677 shares; 2024Q4: 96,998 shares; 2025Q1: 107,407 shares; 2025Q2: 113,855 shares; 2025Q3: 95,180 shares; 2025Q4: 113,949 shares; 2026Q1: 98,528 shares; 2026Q2: 114,711 shares 114,711 $27.8M 1.69% +16,183 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: 240,355 shares; 2024Q4: 223,395 shares; 2025Q1: 229,538 shares; 2025Q2: 229,341 shares; 2025Q3: 502,736 shares; 2025Q4: 248,096 shares; 2026Q1: 234,774 shares; 2026Q2: 225,500 shares 225,500 $25.6M 1.55% -9,274 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: 70,381 shares; 2024Q4: 68,809 shares; 2025Q1: 73,161 shares; 2025Q2: 76,046 shares; 2025Q3: 77,457 shares; 2025Q4: 76,813 shares; 2026Q1: 77,945 shares; 2026Q2: 79,974 shares 79,974 $24.1M 1.46% +2,029 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: 78,547 shares; 2024Q4: 73,274 shares; 2025Q1: 74,342 shares; 2025Q2: 74,464 shares; 2025Q3: 78,416 shares; 2025Q4: 77,156 shares; 2026Q1: 75,725 shares; 2026Q2: 72,923 shares 72,923 $23.9M 1.45% -2,802 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: 32,066 shares; 2024Q4: 31,661 shares; 2025Q1: 38,611 shares; 2025Q2: 33,692 shares; 2025Q3: 40,884 shares; 2025Q4: 37,641 shares; 2026Q1: 38,445 shares; 2026Q2: 30,519 shares 30,519 $23.3M 1.41% -7,926 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: 163,973 shares; 2024Q4: 166,006 shares; 2025Q1: 168,232 shares; 2025Q2: 193,444 shares; 2025Q3: 215,804 shares; 2025Q4: 215,152 shares; 2026Q1: 179,431 shares; 2026Q2: 170,236 shares 170,236 $23.3M 1.41% -9,195 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: 310,350 shares; 2024Q4: 317,289 shares; 2025Q1: 322,960 shares; 2025Q2: 342,320 shares; 2025Q3: 361,698 shares; 2025Q4: 364,948 shares; 2026Q1: 363,260 shares; 2026Q2: 371,955 shares 371,955 $22.2M 1.35% +8,695 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,508 shares; 2024Q4: 25,879 shares; 2025Q1: 25,934 shares; 2025Q2: 25,909 shares; 2025Q3: 26,762 shares; 2025Q4: 27,140 shares; 2026Q1: 26,927 shares; 2026Q2: 26,614 shares 26,614 $19.9M 1.21% -313 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: 67,204 shares; 2024Q4: 64,758 shares; 2025Q1: 62,082 shares; 2025Q2: 69,000 shares; 2025Q3: 72,706 shares; 2025Q4: 71,916 shares; 2026Q1: 74,317 shares; 2026Q2: 75,841 shares 75,841 $19.1M 1.16% +1,524 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: 85,075 shares; 2024Q4: 82,687 shares; 2025Q1: 83,775 shares; 2025Q2: 90,945 shares; 2025Q3: 96,284 shares; 2025Q4: 91,064 shares; 2026Q1: 73,582 shares; 2026Q2: 71,998 shares 71,998 $18.3M 1.11% -1,584 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: 17,418 shares; 2024Q4: 28,071 shares; 2025Q1: 40,240 shares; 2025Q2: 32,098 shares; 2025Q3: 27,396 shares; 2025Q4: 26,615 shares; 2026Q1: 24,244 shares; 2026Q2: 17,789 shares 17,789 $17.2M 1.04% -6,455 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,756 shares 14,756 $17M 1.03% new 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: 8,500 shares; 2024Q4: 8,500 shares; 2025Q1: 19,522 shares; 2025Q2: 19,570 shares; 2025Q3: 19,522 shares; 2025Q4: 19,522 shares; 2026Q1: 25,050 shares; 2026Q2: 24,772 shares 24,772 $17M 1.03% -278 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: 76,575 shares; 2024Q4: 75,882 shares; 2025Q1: 79,089 shares; 2025Q2: 69,756 shares; 2025Q3: 86,776 shares; 2025Q4: 91,380 shares; 2026Q1: 103,839 shares; 2026Q2: 115,947 shares 115,947 $17M 1.03% +12,108 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: 106,812 shares; 2024Q4: 101,107 shares; 2025Q1: 109,339 shares; 2025Q2: 109,031 shares; 2025Q3: 111,087 shares; 2025Q4: 106,950 shares; 2026Q1: 102,546 shares; 2026Q2: 81,060 shares 81,060 $16.9M 1.03% -21,486 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: 10,627 shares; 2024Q4: 9,237 shares; 2025Q1: 10,502 shares; 2025Q2: 10,998 shares; 2025Q3: 11,580 shares; 2025Q4: 11,372 shares; 2026Q1: 12,597 shares; 2026Q2: 13,431 shares 13,431 $16.1M 0.98% +834 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: 84,914 shares; 2024Q4: 88,281 shares; 2025Q1: 92,093 shares; 2025Q2: 103,404 shares; 2025Q3: 113,215 shares; 2025Q4: 109,114 shares; 2026Q1: 111,269 shares; 2026Q2: 104,668 shares 104,668 $15.9M 0.96% -6,601 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: not reported; 2024Q4: not reported; 2025Q1: 18,383 shares; 2025Q2: 16,958 shares; 2025Q3: 16,958 shares; 2025Q4: 16,958 shares; 2026Q1: 42,408 shares; 2026Q2: 42,408 shares 42,408 $15.7M 0.95% 0 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: 5,187 shares; 2024Q4: 3,876 shares; 2025Q1: 18,837 shares; 2025Q2: 30,132 shares; 2025Q3: 28,906 shares; 2025Q4: 27,368 shares; 2026Q1: 28,405 shares; 2026Q2: 37,195 shares 37,195 $15.6M 0.95% +8,790 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,727 shares; 2025Q1: 8,822 shares; 2025Q2: 8,814 shares; 2025Q3: 8,812 shares; 2025Q4: 8,221 shares; 2026Q1: 8,136 shares; 2026Q2: 15,950 shares 15,950 $15.6M 0.95% +7,814 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: 70,937 shares; 2024Q4: 53,655 shares; 2025Q1: 47,330 shares; 2025Q2: 54,194 shares; 2025Q3: 118,862 shares; 2025Q4: 117,947 shares; 2026Q1: 111,932 shares; 2026Q2: 113,516 shares 113,516 $14.3M 0.87% +1,584 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,989 shares; 2024Q4: 74,327 shares; 2025Q1: 75,903 shares; 2025Q2: 83,818 shares; 2025Q3: 88,448 shares; 2025Q4: 81,204 shares; 2026Q1: 72,664 shares; 2026Q2: 61,303 shares 61,303 $14.1M 0.85% -11,361 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: 21,422 shares; 2024Q4: 21,098 shares; 2025Q1: 21,273 shares; 2025Q2: 20,346 shares; 2025Q3: 22,517 shares; 2025Q4: 21,629 shares; 2026Q1: 18,789 shares; 2026Q2: 21,996 shares 21,996 $14M 0.85% +3,207 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: 25,219 shares; 2024Q4: 24,837 shares; 2025Q1: 24,894 shares; 2025Q2: 25,401 shares; 2025Q3: 25,730 shares; 2025Q4: 25,179 shares; 2026Q1: 26,840 shares; 2026Q2: 27,049 shares 27,049 $13.9M 0.84% +209 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: 61,240 shares; 2024Q4: 61,879 shares; 2025Q1: 61,725 shares; 2025Q2: 73,831 shares; 2025Q3: 81,962 shares; 2025Q4: 94,677 shares; 2026Q1: 104,038 shares; 2026Q2: 123,247 shares 123,247 $13.3M 0.81% +19,209 Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 150,526 shares; 2026Q1: 193,136 shares; 2026Q2: 399,298 shares 399,298 $13.1M 0.79% +206,162 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,157 shares; 2024Q4: 141,607 shares; 2025Q1: 149,006 shares; 2025Q2: 299,438 shares; 2025Q3: 300,082 shares; 2025Q4: 291,868 shares; 2026Q1: 277,710 shares; 2026Q2: 260,880 shares 260,880 $12.5M 0.76% -16,830 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,522 shares; 2024Q4: 7,375 shares; 2025Q1: 7,276 shares; 2025Q2: 108,009 shares; 2025Q3: 118,371 shares; 2025Q4: 115,596 shares; 2026Q1: 120,131 shares; 2026Q2: 120,001 shares 120,001 $11M 0.67% -130 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,140 shares; 2024Q4: 37,061 shares; 2025Q1: 37,995 shares; 2025Q2: 38,349 shares; 2025Q3: 40,034 shares; 2025Q4: 39,175 shares; 2026Q1: 34,343 shares; 2026Q2: 35,073 shares 35,073 $11M 0.67% +730 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,452 shares; 2024Q4: 59,679 shares; 2025Q1: 59,063 shares; 2025Q2: 57,757 shares; 2025Q3: 57,115 shares; 2025Q4: 58,512 shares; 2026Q1: 52,662 shares; 2026Q2: 50,516 shares 50,516 $11M 0.67% -2,146 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: 24,886 shares; 2024Q4: 26,142 shares; 2025Q1: 26,486 shares; 2025Q2: 26,296 shares; 2025Q3: 26,748 shares; 2025Q4: 25,258 shares; 2026Q1: 25,826 shares; 2026Q2: 25,505 shares 25,505 $10.9M 0.66% -321 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: 112,206 shares; 2024Q4: 108,745 shares; 2025Q1: 113,508 shares; 2025Q2: 115,340 shares; 2025Q3: 126,547 shares; 2025Q4: 122,823 shares; 2026Q1: 120,241 shares; 2026Q2: 123,259 shares 123,259 $10.8M 0.66% +3,018 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,071 shares; 2025Q2: 7,752 shares; 2025Q3: 8,370 shares; 2025Q4: 51,609 shares; 2026Q1: 59,186 shares; 2026Q2: 60,792 shares 60,792 $10.7M 0.65% +1,606 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: 208,786 shares; 2024Q4: 169,188 shares; 2025Q1: 164,530 shares; 2025Q2: 154,523 shares; 2025Q3: 290,907 shares; 2025Q4: 146,048 shares; 2026Q1: 153,089 shares; 2026Q2: 128,450 shares 128,450 $10.6M 0.64% -24,639 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,382 shares; 2024Q4: 49,653 shares; 2025Q1: 49,353 shares; 2025Q2: 50,478 shares; 2025Q3: 51,721 shares; 2025Q4: 47,548 shares; 2026Q1: 43,734 shares; 2026Q2: 43,653 shares 43,653 $10.5M 0.64% -81 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: 12,800 shares; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,833 shares; 2026Q1: 12,833 shares; 2026Q2: 12,800 shares 12,800 $9.43M 0.57% -33 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,351 shares; 2025Q3: 9,287 shares; 2025Q4: 8,684 shares; 2026Q1: 8,940 shares; 2026Q2: 9,262 shares 9,262 $9.37M 0.57% +322 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: 67,437 shares; 2024Q4: 67,093 shares; 2025Q1: 66,492 shares; 2025Q2: 65,624 shares; 2025Q3: 71,609 shares; 2025Q4: 67,688 shares; 2026Q1: 68,516 shares; 2026Q2: 68,968 shares 68,968 $9.34M 0.57% +452 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,597 shares; 2024Q4: 57,021 shares; 2025Q1: 68,437 shares; 2025Q2: 71,836 shares; 2025Q3: 80,980 shares; 2025Q4: 85,415 shares; 2026Q1: 100,186 shares; 2026Q2: 101,711 shares 101,711 $9.09M 0.55% +1,525 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,512 shares; 2024Q4: 29,801 shares; 2025Q1: 29,487 shares; 2025Q2: 29,447 shares; 2025Q3: 28,414 shares; 2025Q4: 27,114 shares; 2026Q1: 24,644 shares; 2026Q2: 24,357 shares 24,357 $9.03M 0.55% -287 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: 14,777 shares; 2024Q4: 11,377 shares; 2025Q1: 11,227 shares; 2025Q2: 11,227 shares; 2025Q3: 11,227 shares; 2025Q4: 11,227 shares; 2026Q1: 11,227 shares; 2026Q2: 11,227 shares 11,227 $8.38M 0.51% 0 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: 12,240 shares; 2024Q4: 9,036 shares; 2025Q1: 10,717 shares; 2025Q2: 12,534 shares; 2025Q3: 14,838 shares; 2025Q4: 18,348 shares; 2026Q1: 23,017 shares; 2026Q2: 23,559 shares 23,559 $8.31M 0.5% +542 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: 30,765 shares; 2024Q4: 30,399 shares; 2025Q1: 30,833 shares; 2025Q2: 33,100 shares; 2025Q3: 30,305 shares; 2025Q4: 29,684 shares; 2026Q1: 31,399 shares; 2026Q2: 37,447 shares 37,447 $8.26M 0.5% +6,048 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,896 shares; 2025Q2: 68,631 shares; 2025Q3: 81,044 shares; 2025Q4: 29,252 shares; 2026Q1: 85,817 shares; 2026Q2: 89,644 shares 89,644 $8.21M 0.5% +3,827 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,670 shares; 2024Q4: 30,287 shares; 2025Q1: 30,031 shares; 2025Q2: 29,685 shares; 2025Q3: 29,818 shares; 2025Q4: 27,869 shares; 2026Q1: 27,534 shares; 2026Q2: 27,571 shares 27,571 $8.01M 0.49% +37 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,658 shares; 2024Q4: 50,658 shares; 2025Q1: 50,178 shares; 2025Q2: 50,178 shares; 2025Q3: 53,720 shares; 2025Q4: 60,650 shares; 2026Q1: 57,190 shares; 2026Q2: 57,140 shares 57,140 $7.86M 0.48% -50 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: 11,257 shares; 2024Q4: 11,211 shares; 2025Q1: 11,366 shares; 2025Q2: 11,152 shares; 2025Q3: 12,913 shares; 2025Q4: 12,628 shares; 2026Q1: 17,825 shares; 2026Q2: 19,615 shares 19,615 $7.58M 0.46% +1,790 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,439 shares; 2024Q4: 107,809 shares; 2025Q1: 108,730 shares; 2025Q2: 105,417 shares; 2025Q3: 215,470 shares; 2025Q4: 101,448 shares; 2026Q1: 100,624 shares; 2026Q2: 93,406 shares 93,406 $7.5M 0.46% -7,218 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,777 shares 12,777 $7.42M 0.45% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 561 shares; 2025Q2: 5,480 shares; 2025Q3: 6,253 shares; 2025Q4: 62,976 shares; 2026Q1: 99,037 shares; 2026Q2: 102,769 shares 102,769 $7.34M 0.45% +3,732 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: 17,567 shares; 2024Q4: 17,567 shares; 2025Q1: 18,150 shares; 2025Q2: 17,567 shares; 2025Q3: 17,567 shares; 2025Q4: 16,691 shares; 2026Q1: 16,691 shares; 2026Q2: 16,691 shares 16,691 $7.12M 0.43% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,529 shares; 2024Q4: 30,867 shares; 2025Q1: 30,985 shares; 2025Q2: 29,637 shares; 2025Q3: 30,296 shares; 2025Q4: 28,794 shares; 2026Q1: 29,495 shares; 2026Q2: 29,809 shares 29,809 $7.09M 0.43% +314 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: 29,759 shares; 2025Q3: 30,303 shares; 2025Q4: 28,518 shares; 2026Q1: 29,528 shares; 2026Q2: 34,716 shares 34,716 $6.96M 0.42% +5,188 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: 12,401 shares; 2024Q4: 9,039 shares; 2025Q1: 10,320 shares; 2025Q2: 12,418 shares; 2025Q3: 15,186 shares; 2025Q4: 16,329 shares; 2026Q1: 16,666 shares; 2026Q2: 17,097 shares 17,097 $6.88M 0.42% +431 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,130 shares; 2024Q4: 121,407 shares; 2025Q1: 123,321 shares; 2025Q2: 121,726 shares; 2025Q3: 119,327 shares; 2025Q4: 109,751 shares; 2026Q1: 103,726 shares; 2026Q2: 88,668 shares 88,668 $6.83M 0.41% -15,058 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: 69,747 shares; 2024Q4: 71,985 shares; 2025Q1: 74,621 shares; 2025Q2: 71,129 shares; 2025Q3: 45,327 shares; 2025Q4: 45,104 shares; 2026Q1: 51,874 shares; 2026Q2: 44,932 shares 44,932 $6.58M 0.4% -6,942 Timeline INVH INVITATION HOMES INC More: the full row for INVITATION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,859 shares; 2024Q4: 49,937 shares; 2025Q1: 62,033 shares; 2025Q2: 67,642 shares; 2025Q3: 132,310 shares; 2025Q4: 137,942 shares; 2026Q1: 208,553 shares; 2026Q2: 215,448 shares 215,448 $6.51M 0.4% +6,895 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: 15,564 shares; 2024Q4: 15,254 shares; 2025Q1: 14,815 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,606 shares 15,606 $6.49M 0.39% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,880 shares; 2024Q4: 42,999 shares; 2025Q1: 48,195 shares; 2025Q2: 53,167 shares; 2025Q3: 80,721 shares; 2025Q4: 85,439 shares; 2026Q1: 88,816 shares; 2026Q2: 92,357 shares 92,357 $6.47M 0.39% +3,541 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,083 shares; 2025Q3: 52,290 shares; 2025Q4: 24,226 shares; 2026Q1: 26,821 shares; 2026Q2: 28,874 shares 28,874 $6.43M 0.39% +2,053 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,505 shares; 2024Q4: 52,309 shares; 2025Q1: 65,835 shares; 2025Q2: 64,318 shares; 2025Q3: 75,720 shares; 2025Q4: 81,907 shares; 2026Q1: 83,140 shares; 2026Q2: 84,514 shares 84,514 $6.43M 0.39% +1,374 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,989 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,139 shares 24,139 $6.29M 0.38% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,598 shares; 2024Q4: 7,262 shares; 2025Q1: 8,340 shares; 2025Q2: 9,011 shares; 2025Q3: 11,410 shares; 2025Q4: 13,559 shares; 2026Q1: 15,017 shares; 2026Q2: 13,610 shares 13,610 $6.24M 0.38% -1,407 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,246 shares; 2025Q3: 96,104 shares; 2025Q4: 136,111 shares; 2026Q1: 142,440 shares; 2026Q2: 143,586 shares 143,586 $6.12M 0.37% +1,146 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,705 shares; 2025Q3: 6,118 shares; 2025Q4: 5,646 shares; 2026Q1: 6,166 shares; 2026Q2: 6,469 shares 6,469 $6.1M 0.37% +303 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: 52,044 shares; 2024Q4: 52,123 shares; 2025Q1: 52,490 shares; 2025Q2: 50,246 shares; 2025Q3: 51,556 shares; 2025Q4: 49,463 shares; 2026Q1: 49,467 shares; 2026Q2: 49,277 shares 49,277 $6.07M 0.37% -190 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: 33,585 shares; 2024Q4: 32,748 shares; 2025Q1: 32,414 shares; 2025Q2: 32,821 shares; 2025Q3: 34,662 shares; 2025Q4: 34,231 shares; 2026Q1: 30,102 shares; 2026Q2: 35,763 shares 35,763 $6M 0.36% +5,661 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,505 shares; 2024Q4: 111,204 shares; 2025Q1: 143,971 shares; 2025Q2: 158,289 shares; 2025Q3: 223,881 shares; 2025Q4: 230,553 shares; 2026Q1: 267,018 shares; 2026Q2: 277,450 shares 277,450 $5.73M 0.35% +10,432 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,957 shares; 2024Q4: 35,329 shares; 2025Q1: 33,801 shares; 2025Q2: 36,828 shares; 2025Q3: 44,874 shares; 2025Q4: 49,581 shares; 2026Q1: 53,278 shares; 2026Q2: 48,825 shares 48,825 $5.61M 0.34% -4,453 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,457 shares; 2026Q1: 25,641 shares; 2026Q2: 32,961 shares 32,961 $5.57M 0.34% +7,320 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: 25,971 shares; 2025Q4: 28,916 shares; 2026Q1: 33,069 shares; 2026Q2: 32,850 shares 32,850 $5.57M 0.34% -219 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: 53,551 shares; 2024Q4: 53,551 shares; 2025Q1: 56,608 shares; 2025Q2: 53,551 shares; 2025Q3: 53,551 shares; 2025Q4: 53,551 shares; 2026Q1: 54,519 shares; 2026Q2: 77,438 shares 77,438 $5.52M 0.33% +22,919 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: 4,293 shares; 2024Q4: 5,992 shares; 2025Q1: 7,408 shares; 2025Q2: 7,372 shares; 2025Q3: 10,929 shares; 2025Q4: 12,076 shares; 2026Q1: 14,320 shares; 2026Q2: 14,943 shares 14,943 $5.29M 0.32% +623 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,017 shares; 2024Q4: 45,379 shares; 2025Q1: 45,078 shares; 2025Q2: 45,028 shares; 2025Q3: 45,756 shares; 2025Q4: 47,200 shares; 2026Q1: 48,134 shares; 2026Q2: 47,200 shares 47,200 $5.21M 0.32% -934 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: 42,761 shares; 2024Q4: 41,130 shares; 2025Q1: 45,127 shares; 2025Q2: 50,717 shares; 2025Q3: 51,190 shares; 2025Q4: 54,178 shares; 2026Q1: 72,184 shares; 2026Q2: 64,820 shares 64,820 $5.07M 0.31% -7,364 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,645 shares; 2024Q4: 55,015 shares; 2025Q1: 66,217 shares; 2025Q2: 70,116 shares; 2025Q3: 73,678 shares; 2025Q4: 72,552 shares; 2026Q1: 106,789 shares; 2026Q2: 110,081 shares 110,081 $4.83M 0.29% +3,292 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,528 shares; 2024Q4: 32,671 shares; 2025Q1: 37,243 shares; 2025Q2: 40,506 shares; 2025Q3: 49,869 shares; 2025Q4: 56,247 shares; 2026Q1: 64,996 shares; 2026Q2: 67,741 shares 67,741 $4.63M 0.28% +2,745 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,265 shares; 2024Q4: 19,265 shares; 2025Q1: 19,037 shares; 2025Q2: 19,037 shares; 2025Q3: 19,037 shares; 2025Q4: 19,037 shares; 2026Q1: 19,094 shares; 2026Q2: 19,037 shares 19,037 $4.32M 0.26% -57 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,318 shares; 2026Q1: 60,284 shares; 2026Q2: 68,516 shares 68,516 $4.12M 0.25% +8,232 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,850 shares; 2024Q4: 16,641 shares; 2025Q1: 97,618 shares; 2025Q2: 101,497 shares; 2025Q3: 109,131 shares; 2025Q4: 84,816 shares; 2026Q1: 52,285 shares; 2026Q2: 106,698 shares 106,698 $4.06M 0.25% +54,413 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: 1,184 shares; 2024Q4: 1,190 shares; 2025Q1: 1,514 shares; 2025Q2: 1,776 shares; 2025Q3: 1,695 shares; 2025Q4: 2,083 shares; 2026Q1: 3,078 shares; 2026Q2: 3,342 shares 3,342 $3.79M 0.23% +264 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,586 shares; 2024Q4: 89,586 shares; 2025Q1: 89,586 shares; 2025Q2: 89,586 shares; 2025Q3: 89,586 shares; 2025Q4: 91,457 shares; 2026Q1: 91,457 shares; 2026Q2: 91,457 shares 91,457 $3.72M 0.23% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,491 shares; 2024Q4: 40,389 shares; 2025Q1: 43,657 shares; 2025Q2: 45,458 shares; 2025Q3: 59,356 shares; 2025Q4: 57,569 shares; 2026Q1: 72,621 shares; 2026Q2: 74,765 shares 74,765 $3.71M 0.22% +2,144 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: 1,159 shares; 2024Q4: 1,088 shares; 2025Q1: 1,132 shares; 2025Q2: 1,176 shares; 2025Q3: 1,308 shares; 2025Q4: 997 shares; 2026Q1: 1,734 shares; 2026Q2: 1,823 shares 1,823 $3.63M 0.22% +89 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: 4,500 shares; 2024Q4: 4,429 shares; 2025Q1: 4,424 shares; 2025Q2: 4,424 shares; 2025Q3: 4,424 shares; 2025Q4: 4,441 shares; 2026Q1: 4,536 shares; 2026Q2: 4,504 shares 4,504 $3.26M 0.2% -32 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: 10,491 shares; 2024Q4: 10,491 shares; 2025Q1: 10,526 shares; 2025Q2: 10,526 shares; 2025Q3: 10,526 shares; 2025Q4: 10,526 shares; 2026Q1: 10,526 shares; 2026Q2: 10,526 shares 10,526 $3.19M 0.19% 0 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: 14,673 shares; 2024Q4: 60,385 shares; 2025Q1: 87,867 shares; 2025Q2: 89,408 shares; 2025Q3: 97,890 shares; 2025Q4: 98,152 shares; 2026Q1: 154,232 shares; 2026Q2: 157,357 shares 157,357 $3.16M 0.19% +3,125 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: 167,776 shares; 2024Q4: 152,646 shares; 2025Q1: 159,010 shares; 2025Q2: 166,010 shares; 2025Q3: 184,917 shares; 2025Q4: 120,185 shares; 2026Q1: 122,559 shares; 2026Q2: 127,667 shares 127,667 $3.01M 0.18% +5,108 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,055 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,095 shares 32,095 $2.93M 0.18% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,908 shares; 2024Q4: 39,824 shares; 2025Q1: 39,460 shares; 2025Q2: 38,443 shares; 2025Q3: 34,057 shares; 2025Q4: 38,428 shares; 2026Q1: 34,422 shares; 2026Q2: 33,041 shares 33,041 $2.93M 0.18% -1,381 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,426 shares; 2026Q1: 105,197 shares; 2026Q2: 107,597 shares 107,597 $2.89M 0.18% +2,400 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,609 shares; 2024Q4: 28,609 shares; 2025Q1: 28,609 shares; 2025Q2: 28,609 shares; 2025Q3: 28,609 shares; 2025Q4: 28,609 shares; 2026Q1: 28,609 shares; 2026Q2: 28,609 shares 28,609 $2.76M 0.17% 0 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: 13,302 shares; 2024Q4: 14,910 shares; 2025Q1: 15,383 shares; 2025Q2: 15,751 shares; 2025Q3: 17,279 shares; 2025Q4: 17,378 shares; 2026Q1: 16,540 shares; 2026Q2: 16,933 shares 16,933 $2.65M 0.16% +393 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,106 shares; 2024Q4: 26,940 shares; 2025Q1: 29,186 shares; 2025Q2: 30,328 shares; 2025Q3: 34,316 shares; 2025Q4: 34,211 shares; 2026Q1: 30,796 shares; 2026Q2: 27,881 shares 27,881 $2.65M 0.16% -2,915 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: 49,701 shares; 2024Q4: 45,440 shares; 2025Q1: 43,036 shares; 2025Q2: 47,598 shares; 2025Q3: 117,790 shares; 2025Q4: 65,560 shares; 2026Q1: 58,732 shares; 2026Q2: 62,003 shares 62,003 $2.63M 0.16% +3,271 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,977 shares; 2024Q4: 109,221 shares; 2025Q1: 111,573 shares; 2025Q2: 115,784 shares; 2025Q3: 125,905 shares; 2025Q4: 125,518 shares; 2026Q1: 126,368 shares; 2026Q2: 131,341 shares 131,341 $2.61M 0.16% +4,973 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,922 shares; 2024Q4: 82,065 shares; 2025Q1: 82,065 shares; 2025Q2: 82,065 shares; 2025Q3: 82,065 shares; 2025Q4: 82,065 shares; 2026Q1: 82,065 shares; 2026Q2: 82,065 shares 82,065 $2.58M 0.16% 0 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $2.55M 0.16% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,710 shares; 2024Q4: 9,903 shares; 2025Q1: 11,253 shares; 2025Q2: 12,951 shares; 2025Q3: 14,154 shares; 2025Q4: 17,656 shares; 2026Q1: 31,633 shares; 2026Q2: 34,940 shares 34,940 $2.52M 0.15% +3,307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 348,118 shares; 2026Q1: 414,883 shares; 2026Q2: 421,179 shares 421,179 $2.46M 0.15% +6,296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,050 shares; 2025Q3: 3,625 shares; 2025Q4: 3,990 shares; 2026Q1: 6,501 shares; 2026Q2: 7,151 shares 7,151 $2.45M 0.15% +650 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: 7,573 shares; 2024Q4: 7,600 shares; 2025Q1: 7,548 shares; 2025Q2: 7,407 shares; 2025Q3: 7,326 shares; 2025Q4: 7,494 shares; 2026Q1: 6,780 shares; 2026Q2: 6,514 shares 6,514 $2.38M 0.14% -266 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,859 shares; 2025Q4: 99,885 shares; 2026Q1: 127,748 shares; 2026Q2: 132,089 shares 132,089 $2.33M 0.14% +4,341 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 4 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.14% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,161 shares; 2024Q4: 45,539 shares; 2025Q1: 43,890 shares; 2025Q2: 45,081 shares; 2025Q3: 46,228 shares; 2025Q4: 52,855 shares; 2026Q1: 71,932 shares; 2026Q2: 80,919 shares 80,919 $2.19M 0.13% +8,987 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,447 shares; 2024Q4: 5,433 shares; 2025Q1: 5,399 shares; 2025Q2: 5,394 shares; 2025Q3: 5,394 shares; 2025Q4: 5,394 shares; 2026Q1: 5,394 shares; 2026Q2: 5,394 shares 5,394 $2.13M 0.13% 0 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: 9,916 shares; 2024Q4: 10,024 shares; 2025Q1: 9,927 shares; 2025Q2: 9,821 shares; 2025Q3: 9,711 shares; 2025Q4: 10,313 shares; 2026Q1: 9,070 shares; 2026Q2: 8,712 shares 8,712 $2.12M 0.13% -358 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,549 shares; 2024Q4: 13,302 shares; 2025Q1: 12,208 shares; 2025Q2: 14,714 shares; 2025Q3: 15,699 shares; 2025Q4: 18,345 shares; 2026Q1: 20,019 shares; 2026Q2: 22,092 shares 22,092 $2.07M 0.13% +2,073 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: 1,618 shares; 2024Q4: 1,612 shares; 2025Q1: 1,777 shares; 2025Q2: 3,341 shares; 2025Q3: 3,328 shares; 2025Q4: 3,328 shares; 2026Q1: 3,939 shares; 2026Q2: 3,979 shares 3,979 $1.99M 0.12% +40 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,946 shares; 2024Q4: 12,946 shares; 2025Q1: 12,946 shares; 2025Q2: 12,946 shares; 2025Q3: 12,946 shares; 2025Q4: 13,305 shares; 2026Q1: 12,946 shares; 2026Q2: 12,946 shares 12,946 $1.9M 0.12% 0 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 94,701 shares 94,701 $1.88M 0.11% new 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: 28,663 shares; 2024Q4: 28,229 shares; 2025Q1: 24,549 shares; 2025Q2: 25,731 shares; 2025Q3: 29,035 shares; 2025Q4: 32,285 shares; 2026Q1: 42,391 shares; 2026Q2: 43,138 shares 43,138 $1.84M 0.11% +747 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: 4,392 shares; 2024Q4: 4,358 shares; 2025Q1: 4,475 shares; 2025Q2: 5,153 shares; 2025Q3: 5,480 shares; 2025Q4: 6,661 shares; 2026Q1: 8,808 shares; 2026Q2: 9,852 shares 9,852 $1.8M 0.11% +1,044 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: 983 shares; 2024Q4: 987 shares; 2025Q1: 1,312 shares; 2025Q2: 1,458 shares; 2025Q3: 1,884 shares; 2025Q4: 11,593 shares; 2026Q1: 15,840 shares; 2026Q2: 17,667 shares 17,667 $1.75M 0.11% +1,827 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,683 shares; 2024Q4: 11,204 shares; 2025Q1: 12,771 shares; 2025Q2: 19,583 shares; 2025Q3: 22,034 shares; 2025Q4: 26,105 shares; 2026Q1: 32,284 shares; 2026Q2: 36,322 shares 36,322 $1.67M 0.1% +4,038 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: 821 shares; 2024Q4: 735 shares; 2025Q1: 857 shares; 2025Q2: 896 shares; 2025Q3: 1,035 shares; 2025Q4: 1,444 shares; 2026Q1: 1,522 shares; 2026Q2: 1,576 shares 1,576 $1.64M 0.1% +54 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: 3,893 shares; 2024Q4: 3,985 shares; 2025Q1: 3,968 shares; 2025Q2: 5,404 shares; 2025Q3: 5,259 shares; 2025Q4: 6,635 shares; 2026Q1: 6,638 shares; 2026Q2: 7,504 shares 7,504 $1.64M 0.1% +866 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,459 shares; 2024Q4: 23,186 shares; 2025Q1: 24,358 shares; 2025Q2: 25,167 shares; 2025Q3: 27,906 shares; 2025Q4: 22,431 shares; 2026Q1: 20,368 shares; 2026Q2: 20,869 shares 20,869 $1.62M 0.1% +501 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: 2,418 shares; 2024Q4: 2,466 shares; 2025Q1: 2,180 shares; 2025Q2: 2,734 shares; 2025Q3: 1,830 shares; 2025Q4: 2,184 shares; 2026Q1: 3,463 shares; 2026Q2: 3,965 shares 3,965 $1.58M 0.1% +502 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,609 shares; 2024Q4: 16,119 shares; 2025Q1: 15,997 shares; 2025Q2: 15,645 shares; 2025Q3: 30,922 shares; 2025Q4: 15,792 shares; 2026Q1: 14,096 shares; 2026Q2: 13,457 shares 13,457 $1.56M 0.09% -639 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: 4,905 shares; 2025Q1: 4,928 shares; 2025Q2: 4,983 shares; 2025Q3: 5,489 shares; 2025Q4: 5,931 shares; 2026Q1: 6,718 shares; 2026Q2: 13,246 shares 13,246 $1.51M 0.09% +6,528 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: 2,532 shares; 2024Q4: 2,570 shares; 2025Q1: 2,741 shares; 2025Q2: 3,313 shares; 2025Q3: 2,353 shares; 2025Q4: 2,815 shares; 2026Q1: 3,821 shares; 2026Q2: 4,507 shares 4,507 $1.43M 0.09% +686 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,326 shares; 2025Q1: 1,686 shares; 2025Q2: 1,267 shares; 2025Q3: 975 shares; 2025Q4: 831 shares; 2026Q1: 723 shares; 2026Q2: 681 shares 681 $1.38M 0.08% -42 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: 11,025 shares; 2024Q4: 11,025 shares; 2025Q1: 11,025 shares; 2025Q2: 11,025 shares; 2025Q3: 11,025 shares; 2025Q4: 11,025 shares; 2026Q1: 11,025 shares; 2026Q2: 11,025 shares 11,025 $1.37M 0.08% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,464 shares; 2024Q4: 3,657 shares; 2025Q1: 3,816 shares; 2025Q2: 3,931 shares; 2025Q3: 5,174 shares; 2025Q4: 6,834 shares; 2026Q1: 7,796 shares; 2026Q2: 8,030 shares 8,030 $1.31M 0.08% +234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 342 shares; 2025Q4: 406 shares; 2026Q1: 657 shares; 2026Q2: 751 shares 751 $1.27M 0.08% +94 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,425 shares; 2025Q4: 3,804 shares; 2026Q1: 7,270 shares; 2026Q2: 7,980 shares 7,980 $1.25M 0.08% +710 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,340 shares; 2024Q4: 4,277 shares; 2025Q1: 5,121 shares; 2025Q2: 5,047 shares; 2025Q3: 7,687 shares; 2025Q4: 8,657 shares; 2026Q1: 11,190 shares; 2026Q2: 10,282 shares 10,282 $1.25M 0.08% -908 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,000 shares; 2024Q4: 22,000 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares; 2026Q2: 22,000 shares 22,000 $1.18M 0.07% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,585 shares; 2025Q1: 1,772 shares; 2025Q2: 1,530 shares; 2025Q3: 1,363 shares; 2025Q4: 1,418 shares; 2026Q1: 1,305 shares; 2026Q2: 1,299 shares 1,299 $1.09M 0.07% -6 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,722 shares; 2024Q4: 10,647 shares; 2025Q1: 16,527 shares; 2025Q2: 16,838 shares; 2025Q3: 17,702 shares; 2025Q4: 18,632 shares; 2026Q1: 19,458 shares; 2026Q2: 19,653 shares 19,653 $1.04M 0.06% +195 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,685 shares; 2024Q4: 10,635 shares; 2025Q1: 10,371 shares; 2025Q2: 10,352 shares; 2025Q3: 10,352 shares; 2025Q4: 10,340 shares; 2026Q1: 10,340 shares; 2026Q2: 10,340 shares 10,340 $1.02M 0.06% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,529 shares; 2025Q1: 12,649 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,194 shares; 2026Q1: 21,664 shares; 2026Q2: 8,906 shares 8,906 $948K 0.06% -12,758 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,781 shares; 2024Q4: 13,729 shares; 2025Q1: 13,538 shares; 2025Q2: 13,519 shares; 2025Q3: 13,519 shares; 2025Q4: 13,382 shares; 2026Q1: 13,308 shares; 2026Q2: 13,308 shares 13,308 $900K 0.05% 0 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,933 shares; 2024Q4: 2,953 shares; 2025Q1: 2,737 shares; 2025Q2: 2,905 shares; 2025Q3: 2,996 shares; 2025Q4: 3,012 shares; 2026Q1: 3,497 shares; 2026Q2: 3,265 shares 3,265 $886K 0.05% -232 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,932 shares; 2024Q4: 7,890 shares; 2025Q1: 7,305 shares; 2025Q2: 7,508 shares; 2025Q3: 7,880 shares; 2025Q4: 6,669 shares; 2026Q1: 6,885 shares; 2026Q2: 7,032 shares 7,032 $870K 0.05% +147 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,886 shares; 2026Q1: 3,184 shares; 2026Q2: 3,199 shares 3,199 $834K 0.05% +15 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,064 shares; 2024Q4: 2,064 shares; 2025Q1: 2,131 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,584 shares; 2026Q1: 3,131 shares; 2026Q2: 3,066 shares 3,066 $834K 0.05% -65 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,482 shares; 2025Q2: 44,127 shares; 2025Q3: 93,092 shares; 2025Q4: 94,574 shares; 2026Q1: 90,280 shares; 2026Q2: 92,437 shares 92,437 $826K 0.05% +2,157 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; 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: 55,115 shares; 2026Q1: 15,517 shares; 2026Q2: 15,517 shares 15,517 $825K 0.05% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,161 shares; 2024Q4: 2,165 shares; 2025Q1: 2,078 shares; 2025Q2: 2,160 shares; 2025Q3: 2,359 shares; 2025Q4: 2,460 shares; 2026Q1: 2,797 shares; 2026Q2: 2,840 shares 2,840 $815K 0.05% +43 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: 63,847 shares; 2024Q4: 51,402 shares; 2025Q1: 53,989 shares; 2025Q2: 2,265 shares; 2025Q3: 1,606 shares; 2025Q4: 1,836 shares; 2026Q1: 3,114 shares; 2026Q2: 5,726 shares 5,726 $775K 0.05% +2,612 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,295 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,687 shares 12,687 $771K 0.05% new Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,435 shares; 2024Q4: 3,304 shares; 2025Q1: 3,096 shares; 2025Q2: 3,423 shares; 2025Q3: 2,996 shares; 2025Q4: 2,143 shares; 2026Q1: 2,390 shares; 2026Q2: 2,364 shares 2,364 $760K 0.05% -26 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,691 shares; 2024Q4: 9,606 shares; 2025Q1: 9,309 shares; 2025Q2: 9,753 shares; 2025Q3: 20,486 shares; 2025Q4: 7,599 shares; 2026Q1: 7,824 shares; 2026Q2: 9,205 shares 9,205 $753K 0.05% +1,381 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,326 shares; 2026Q2: 2,004 shares 2,004 $708K 0.04% -322 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: 1,956 shares; 2024Q4: 1,431 shares; 2025Q1: 1,491 shares; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 2,864 shares; 2026Q2: 2,577 shares 2,577 $697K 0.04% -287 Timeline ANIP ANI PHARMACEUTICALS INC More: the full row for ANI PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,451 shares; 2024Q4: 10,623 shares; 2025Q1: 8,256 shares; 2025Q2: 8,303 shares; 2025Q3: 7,667 shares; 2025Q4: 7,218 shares; 2026Q1: 8,137 shares; 2026Q2: 8,414 shares 8,414 $697K 0.04% +277 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,782 shares; 2024Q4: 7,577 shares; 2025Q1: 8,071 shares; 2025Q2: 8,546 shares; 2025Q3: 9,508 shares; 2025Q4: 11,022 shares; 2026Q1: 11,543 shares; 2026Q2: 11,886 shares 11,886 $690K 0.04% +343 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,264 shares; 2024Q4: 7,270 shares; 2025Q1: 7,552 shares; 2025Q2: 7,811 shares; 2025Q3: 8,663 shares; 2025Q4: 8,789 shares; 2026Q1: 9,139 shares; 2026Q2: 9,270 shares 9,270 $681K 0.04% +131 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,821 shares; 2024Q4: 16,550 shares; 2025Q1: 16,309 shares; 2025Q2: 16,683 shares; 2025Q3: 18,861 shares; 2025Q4: 20,810 shares; 2026Q1: 22,383 shares; 2026Q2: 23,440 shares 23,440 $669K 0.04% +1,057 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,810 shares; 2024Q4: 7,121 shares; 2025Q1: 7,240 shares; 2025Q2: 7,459 shares; 2025Q3: 8,105 shares; 2025Q4: 8,310 shares; 2026Q1: 8,472 shares; 2026Q2: 8,727 shares 8,727 $659K 0.04% +255 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,378 shares 5,378 $640K 0.04% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,245 shares; 2024Q4: 6,550 shares; 2025Q1: 5,593 shares; 2025Q2: 4,646 shares; 2025Q3: 5,152 shares; 2025Q4: 5,118 shares; 2026Q1: 6,907 shares; 2026Q2: 6,951 shares 6,951 $639K 0.04% +44 Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,839 shares; 2024Q4: 17,097 shares; 2025Q1: 16,232 shares; 2025Q2: 15,145 shares; 2025Q3: 22,099 shares; 2025Q4: 18,695 shares; 2026Q1: 19,795 shares; 2026Q2: 19,921 shares 19,921 $626K 0.04% +126 Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,038 shares; 2024Q4: 2,865 shares; 2025Q1: 2,797 shares; 2025Q2: 2,835 shares; 2025Q3: 3,365 shares; 2025Q4: 3,338 shares; 2026Q1: 3,281 shares; 2026Q2: 6,798 shares 6,798 $610K 0.04% +3,517 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: 20,081 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 10,154 shares; 2026Q1: 10,543 shares; 2026Q2: 10,343 shares 10,343 $589K 0.04% -200 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,140 shares; 2024Q4: 5,140 shares; 2025Q1: 5,140 shares; 2025Q2: 5,140 shares; 2025Q3: 5,140 shares; 2025Q4: 5,140 shares; 2026Q1: 5,140 shares; 2026Q2: 5,140 shares 5,140 $566K 0.03% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722 shares; 2024Q4: 2,660 shares; 2025Q1: 2,265 shares; 2025Q2: 2,230 shares; 2025Q3: 2,932 shares; 2025Q4: 3,652 shares; 2026Q1: 3,874 shares; 2026Q2: 3,822 shares 3,822 $560K 0.03% -52 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,499 shares; 2026Q1: 1,596 shares; 2026Q2: 1,615 shares 1,615 $555K 0.03% +19 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,496 shares; 2024Q4: 2,496 shares; 2025Q1: 2,496 shares; 2025Q2: 2,496 shares; 2025Q3: 2,496 shares; 2025Q4: 2,496 shares; 2026Q1: 2,496 shares; 2026Q2: 2,496 shares 2,496 $552K 0.03% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,765 shares; 2025Q2: 6,551 shares; 2025Q3: 6,267 shares; 2025Q4: 6,379 shares; 2026Q1: 6,694 shares; 2026Q2: 6,887 shares 6,887 $549K 0.03% +193 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 9,123 shares; 2026Q2: 6,929 shares 6,929 $523K 0.03% -2,194 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,455 shares; 2024Q4: 57,325 shares; 2025Q1: 57,791 shares; 2025Q2: 58,158 shares; 2025Q3: 69,682 shares; 2025Q4: 65,693 shares; 2026Q1: 68,306 shares; 2026Q2: 7,114 shares 7,114 $509K 0.03% -61,192 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,010 shares; 2025Q1: 6,672 shares; 2025Q2: 7,080 shares; 2025Q3: 7,752 shares; 2025Q4: 6,369 shares; 2026Q1: 6,531 shares; 2026Q2: 6,736 shares 6,736 $500K 0.03% +205 Timeline OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,722 shares 9,722 $497K 0.03% new Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC 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: not reported; 2025Q4: not reported; 2026Q1: 8,331 shares; 2026Q2: 12,080 shares 12,080 $474K 0.03% +3,749 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: 1,146 shares; 2024Q4: 1,087 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,312 shares; 2026Q1: 1,284 shares; 2026Q2: 1,284 shares 1,284 $434K 0.03% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,619 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,619 shares; 2025Q3: 2,619 shares; 2025Q4: 3,181 shares; 2026Q1: 2,619 shares; 2026Q2: 2,619 shares 2,619 $431K 0.03% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,341 shares; 2024Q4: 13,049 shares; 2025Q1: 12,333 shares; 2025Q2: 13,357 shares; 2025Q3: 15,460 shares; 2025Q4: 15,142 shares; 2026Q1: 19,793 shares; 2026Q2: 1,617 shares 1,617 $421K 0.03% -18,176 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,073 shares; 2024Q4: 5,175 shares; 2025Q1: 5,442 shares; 2025Q2: 6,152 shares; 2025Q3: 6,610 shares; 2025Q4: 6,982 shares; 2026Q1: 5,549 shares; 2026Q2: 5,630 shares 5,630 $404K 0.02% +81 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH 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: 12,517 shares; 2025Q3: 16,152 shares; 2025Q4: 42,199 shares; 2026Q1: 45,585 shares; 2026Q2: 2,010 shares 2,010 $402K 0.02% -43,575 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,210 shares; 2025Q4: 2,210 shares; 2026Q1: 2,299 shares; 2026Q2: 2,232 shares 2,232 $401K 0.02% -67 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 624 shares; 2026Q2: 290 shares 290 $395K 0.02% -334 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,528 shares; 2024Q4: 3,000 shares; 2025Q1: 2,432 shares; 2025Q2: 2,432 shares; 2025Q3: 2,432 shares; 2025Q4: 2,432 shares; 2026Q1: 2,770 shares; 2026Q2: 2,674 shares 2,674 $383K 0.02% -96 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,118 shares; 2024Q4: 3,172 shares; 2025Q1: 3,185 shares; 2025Q2: 3,344 shares; 2025Q3: 3,602 shares; 2025Q4: 3,662 shares; 2026Q1: 4,064 shares; 2026Q2: 4,141 shares 4,141 $367K 0.02% +77 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,688 shares; 2026Q2: 10,688 shares 10,688 $362K 0.02% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares; 2026Q2: 2,861 shares 2,861 $361K 0.02% 0 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: 5,546 shares; 2024Q4: 1,921 shares; 2025Q1: 1,719 shares; 2025Q2: 1,705 shares; 2025Q3: 1,705 shares; 2025Q4: 2,288 shares; 2026Q1: 2,915 shares; 2026Q2: 2,174 shares 2,174 $360K 0.02% -741 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: 4,625 shares; 2024Q4: 4,566 shares; 2025Q1: 4,280 shares; 2025Q2: 3,420 shares; 2025Q3: 3,361 shares; 2025Q4: 3,351 shares; 2026Q1: 4,180 shares; 2026Q2: 2,281 shares 2,281 $338K 0.02% -1,899 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,069 shares; 2024Q4: 4,042 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,264 shares; 2026Q1: 4,281 shares; 2026Q2: 4,158 shares 4,158 $338K 0.02% -123 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: 5,490 shares; 2024Q4: 5,396 shares; 2025Q1: 7,129 shares; 2025Q2: 3,674 shares; 2025Q3: 3,674 shares; 2025Q4: 3,674 shares; 2026Q1: 6,699 shares; 2026Q2: 4,051 shares 4,051 $312K 0.02% -2,648 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,102 shares; 2024Q4: 16,488 shares; 2025Q1: 15,612 shares; 2025Q2: 14,965 shares; 2025Q3: 18,189 shares; 2025Q4: 16,853 shares; 2026Q1: 24,846 shares; 2026Q2: 1,516 shares 1,516 $308K 0.02% -23,330 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares; 2026Q1: 1,046 shares; 2026Q2: 1,046 shares 1,046 $286K 0.02% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 12,806 shares; 2025Q4: 12,806 shares; 2026Q1: 12,806 shares; 2026Q2: 12,806 shares 12,806 $274K 0.02% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL 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: 6,848 shares; 2025Q4: 6,848 shares; 2026Q1: 6,848 shares; 2026Q2: 6,848 shares 6,848 $261K 0.02% 0 Timeline CSR CENTERSPACE More: the full row for CENTERSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,277 shares; 2025Q4: 4,277 shares; 2026Q1: 4,277 shares; 2026Q2: 4,277 shares 4,277 $240K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,939 shares; 2026Q2: 3,939 shares 3,939 $238K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; 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: 718 shares 718 $229K 0.01% new 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: 5,812 shares; 2024Q4: 6,190 shares; 2025Q1: 6,672 shares; 2025Q2: 8,039 shares; 2025Q3: 11,008 shares; 2025Q4: 6,812 shares; 2026Q1: 8,267 shares; 2026Q2: 612 shares 612 $222K 0.01% -7,655 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,892 shares; 2026Q2: 2,892 shares 2,892 $219K 0.01% 0 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 9,933 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,230 shares 7,230 $218K 0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,161 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,022 shares; 2026Q2: 4,022 shares 4,022 $214K 0.01% 0 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,793 shares 9,793 $208K 0.01% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $131K 0.01% 0 Timeline