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; 2023Q2: 4,820,643 shares; 2023Q3: 5,010,654 shares; 2023Q4: 5,276,464 shares; 2024Q1: 5,276,464 shares; 2024Q2: 5,466,015 shares; 2024Q3: 5,435,925 shares; 2024Q4: 5,575,354 shares; 2025Q1: 5,709,320 shares 5,709,320 $185M 18.04% +133,966 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; 2023Q2: 184 shares; 2023Q3: 164 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 164 shares; 2024Q3: 164 shares; 2024Q4: 161 shares; 2025Q1: 161 shares 161 $129M 12.58% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 558,650 shares; 2023Q3: 570,531 shares; 2023Q4: 588,040 shares; 2024Q1: 588,040 shares; 2024Q2: 601,720 shares; 2024Q3: 629,729 shares; 2024Q4: 638,929 shares; 2025Q1: 654,529 shares 654,529 $109M 10.64% +15,600 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 369,320 shares; 2023Q3: 384,845 shares; 2023Q4: 397,694 shares; 2024Q1: 397,694 shares; 2024Q2: 405,306 shares; 2024Q3: 410,589 shares; 2024Q4: 417,816 shares; 2025Q1: 429,606 shares 429,606 $72.8M 7.1% +11,790 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; 2023Q2: 208,362 shares; 2023Q3: 202,022 shares; 2023Q4: 203,451 shares; 2024Q1: 203,451 shares; 2024Q2: 200,453 shares; 2024Q3: 190,865 shares; 2024Q4: 188,628 shares; 2025Q1: 188,141 shares 188,141 $71.2M 6.95% -487 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,311,332 shares; 2023Q3: 2,437,965 shares; 2023Q4: 2,587,914 shares; 2024Q1: 2,587,914 shares; 2024Q2: 2,708,801 shares; 2024Q3: 2,437,046 shares; 2024Q4: 2,463,057 shares; 2025Q1: 2,519,591 shares 2,519,591 $65.5M 6.39% +56,534 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 451,210 shares; 2023Q3: 484,652 shares; 2023Q4: 489,137 shares; 2024Q1: 489,137 shares; 2024Q2: 516,699 shares; 2024Q3: 592,901 shares; 2024Q4: 577,210 shares; 2025Q1: 630,748 shares 630,748 $62.5M 6.1% +53,538 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 313,534 shares; 2023Q3: 1,223,492 shares; 2023Q4: 1,377,120 shares; 2024Q1: 1,377,120 shares; 2024Q2: 1,470,112 shares; 2024Q3: 1,647,644 shares; 2024Q4: 1,700,656 shares; 2025Q1: 1,774,258 shares 1,774,258 $51.6M 5.04% +73,602 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 498,985 shares; 2024Q4: 565,417 shares; 2025Q1: 596,112 shares 596,112 $35.7M 3.49% +30,695 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 277,206 shares; 2023Q3: 980,377 shares; 2023Q4: 1,087,459 shares; 2024Q1: 1,087,459 shares; 2024Q2: 1,157,929 shares; 2024Q3: 1,207,655 shares; 2024Q4: 1,222,911 shares; 2025Q1: 1,283,027 shares 1,283,027 $34.1M 3.33% +60,116 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; 2023Q2: 71,501 shares; 2023Q3: 89,172 shares; 2023Q4: 93,925 shares; 2024Q1: 93,925 shares; 2024Q2: 100,945 shares; 2024Q3: 116,277 shares; 2024Q4: 119,396 shares; 2025Q1: 124,417 shares 124,417 $26.9M 2.63% +5,021 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 293,395 shares; 2024Q4: 332,112 shares; 2025Q1: 346,225 shares 346,225 $17.2M 1.67% +14,113 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 62,110 shares; 2023Q3: 64,022 shares; 2023Q4: 62,562 shares; 2024Q1: 62,562 shares; 2024Q2: 60,515 shares; 2024Q3: 80,871 shares; 2024Q4: 79,538 shares; 2025Q1: 73,811 shares 73,811 $15.7M 1.53% -5,727 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; 2023Q2: 13,604 shares; 2023Q3: 13,502 shares; 2023Q4: 13,154 shares; 2024Q1: 13,154 shares; 2024Q2: 12,599 shares; 2024Q3: 12,888 shares; 2024Q4: 10,076 shares; 2025Q1: 9,889 shares 9,889 $8.89M 0.87% -187 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,710 shares; 2023Q3: 21,040 shares; 2023Q4: 20,180 shares; 2024Q1: 20,180 shares; 2024Q2: 20,313 shares; 2024Q3: 22,293 shares; 2024Q4: 22,048 shares; 2025Q1: 21,658 shares 21,658 $8.56M 0.84% -390 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; 2023Q2: 7,024 shares; 2023Q3: 6,576 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,068 shares; 2024Q3: 8,111 shares; 2024Q4: 7,586 shares; 2025Q1: 8,244 shares 8,244 $4.4M 0.43% +658 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; 2023Q2: 81,183 shares; 2023Q3: 83,553 shares; 2023Q4: 99,572 shares; 2024Q1: 99,572 shares; 2024Q2: 99,953 shares; 2024Q3: 102,074 shares; 2024Q4: 104,259 shares; 2025Q1: 107,029 shares 107,029 $4M 0.39% +2,770 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,343 shares; 2023Q3: 4,461 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48,022 shares; 2024Q3: 41,276 shares; 2024Q4: 39,466 shares; 2025Q1: 36,328 shares 36,328 $3.96M 0.39% -3,138 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 106,642 shares; 2023Q3: 110,211 shares; 2023Q4: 129,480 shares; 2024Q1: 129,480 shares; 2024Q2: 136,814 shares; 2024Q3: 127,931 shares; 2024Q4: 130,283 shares; 2025Q1: 131,725 shares 131,725 $3.87M 0.38% +1,442 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,957 shares; 2023Q4: 27,861 shares; 2024Q1: 27,861 shares; 2024Q2: 33,053 shares; 2024Q3: 44,409 shares; 2024Q4: 45,722 shares; 2025Q1: 47,032 shares 47,032 $3.79M 0.37% +1,310 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 911 shares; 2023Q3: 2,089 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,975 shares; 2024Q3: 17,507 shares; 2024Q4: 17,946 shares; 2025Q1: 18,237 shares 18,237 $3.51M 0.34% +291 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 47,769 shares; 2025Q1: 47,884 shares 47,884 $3.43M 0.34% +115 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 12,681 shares; 2023Q3: 10,596 shares; 2023Q4: 10,501 shares; 2024Q1: 10,501 shares; 2024Q2: 10,404 shares; 2024Q3: 10,366 shares; 2024Q4: 10,481 shares; 2025Q1: 10,400 shares 10,400 $2.79M 0.27% -81 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,015 shares; 2023Q3: 16,748 shares; 2023Q4: 16,722 shares; 2024Q1: 16,722 shares; 2024Q2: 17,359 shares; 2024Q3: 16,702 shares; 2024Q4: 16,900 shares; 2025Q1: 17,384 shares 17,384 $2.45M 0.24% +484 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,527 shares; 2023Q3: 27,747 shares; 2023Q4: 27,977 shares; 2024Q1: 27,977 shares; 2024Q2: 26,443 shares; 2024Q3: 33,751 shares; 2024Q4: 41,230 shares; 2025Q1: 42,746 shares 42,746 $2.41M 0.24% +1,516 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; 2023Q2: 2,717 shares; 2023Q3: 2,524 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,102 shares; 2024Q3: 2,045 shares; 2024Q4: 12,602 shares; 2025Q1: 12,602 shares 12,602 $2.06M 0.2% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,841 shares; 2023Q3: 12,495 shares; 2023Q4: 12,346 shares; 2024Q1: 12,346 shares; 2024Q2: 12,151 shares; 2024Q3: 12,028 shares; 2024Q4: 12,577 shares; 2025Q1: 12,304 shares 12,304 $1.95M 0.19% -273 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; 2023Q2: 11,477 shares; 2023Q3: 9,574 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,202 shares; 2024Q3: 9,544 shares; 2024Q4: 9,588 shares; 2025Q1: 9,872 shares 9,872 $1.82M 0.18% +284 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 10,053 shares; 2023Q3: 9,083 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,807 shares; 2024Q3: 9,380 shares; 2024Q4: 9,157 shares; 2025Q1: 9,781 shares 9,781 $1.57M 0.15% +624 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; 2023Q2: 16,638 shares; 2023Q3: 15,946 shares; 2023Q4: 15,891 shares; 2024Q1: 15,891 shares; 2024Q2: 15,483 shares; 2024Q3: 15,495 shares; 2024Q4: 13,498 shares; 2025Q1: 13,722 shares 13,722 $1.45M 0.14% +224 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,845 shares; 2023Q3: 2,863 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,075 shares; 2024Q3: 3,220 shares; 2024Q4: 3,492 shares; 2025Q1: 3,808 shares 3,808 $1.32M 0.13% +316 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,438 shares; 2023Q3: 1,386 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,312 shares; 2024Q3: 1,827 shares; 2024Q4: 1,327 shares; 2025Q1: 1,157 shares 1,157 $1.31M 0.13% -170 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; 2023Q2: 5,429 shares; 2023Q3: 6,293 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,790 shares; 2024Q3: 6,154 shares; 2024Q4: 5,395 shares; 2025Q1: 5,380 shares 5,380 $1.3M 0.13% -15 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; 2023Q2: 1,537 shares; 2023Q3: 1,353 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,187 shares; 2024Q3: 1,369 shares; 2024Q4: 1,281 shares; 2025Q1: 1,274 shares 1,274 $1.27M 0.12% -7 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,660 shares; 2023Q3: 12,843 shares; 2023Q4: 12,894 shares; 2024Q1: 12,894 shares; 2024Q2: 8,993 shares; 2024Q3: 9,698 shares; 2024Q4: 11,073 shares; 2025Q1: 9,556 shares 9,556 $1.25M 0.12% -1,517 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; 2023Q2: 6,774 shares; 2023Q3: 7,361 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,529 shares; 2024Q3: 7,275 shares; 2024Q4: 7,290 shares; 2025Q1: 7,259 shares 7,259 $1.21M 0.12% -31 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; 2023Q2: 3,317 shares; 2023Q3: 3,237 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,223 shares; 2024Q3: 3,175 shares; 2024Q4: 2,916 shares; 2025Q1: 3,322 shares 3,322 $1.2M 0.12% +406 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,676 shares; 2023Q3: 2,089 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,046 shares; 2024Q3: 1,822 shares; 2024Q4: 1,804 shares; 2025Q1: 2,079 shares 2,079 $1.16M 0.11% +275 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 29,944 shares; 2023Q3: 30,168 shares; 2023Q4: 27,200 shares; 2024Q1: 27,200 shares; 2024Q2: 26,305 shares; 2024Q3: 37,029 shares; 2024Q4: 34,561 shares; 2025Q1: 28,265 shares 28,265 $1.14M 0.11% -6,296 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 284,612 shares; 2023Q3: 296,481 shares; 2023Q4: 301,123 shares; 2024Q1: 301,123 shares; 2024Q2: 313,513 shares; 2024Q3: 61,179 shares; 2024Q4: 17,763 shares; 2025Q1: 14,335 shares 14,335 $1.14M 0.11% -3,428 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 212,632 shares; 2023Q3: 173,366 shares; 2023Q4: 166,756 shares; 2024Q1: 166,756 shares; 2024Q2: 170,125 shares; 2024Q3: 39,259 shares; 2024Q4: 12,541 shares; 2025Q1: 10,963 shares 10,963 $1.13M 0.11% -1,578 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; 2023Q2: 2,468 shares; 2023Q3: 2,415 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,199 shares; 2024Q3: 2,687 shares; 2024Q4: 2,111 shares; 2025Q1: 2,736 shares 2,736 $1.13M 0.11% +625 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,109 shares; 2023Q3: 8,539 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,454 shares; 2024Q3: 8,123 shares; 2024Q4: 7,924 shares; 2025Q1: 7,038 shares 7,038 $1.1M 0.11% -886 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,944 shares; 2025Q1: 9,034 shares 9,034 $1.09M 0.11% -4,910 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; 2023Q2: 5,826 shares; 2023Q3: 5,826 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,776 shares; 2024Q3: 5,776 shares; 2024Q4: 5,776 shares; 2025Q1: 5,710 shares 5,710 $1.09M 0.11% -66 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 39,975 shares; 2023Q4: 42,087 shares; 2024Q1: 42,087 shares; 2024Q2: 43,733 shares; 2024Q3: 42,695 shares; 2024Q4: 47,298 shares; 2025Q1: 48,367 shares 48,367 $1.07M 0.1% +1,069 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; 2023Q2: 9,923 shares; 2023Q3: 11,128 shares; 2023Q4: 10,709 shares; 2024Q1: 10,709 shares; 2024Q2: 10,628 shares; 2024Q3: 10,507 shares; 2024Q4: 20,109 shares; 2025Q1: 20,042 shares 20,042 $1.06M 0.1% -67 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,045 shares; 2023Q3: 3,672 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,587 shares; 2024Q3: 3,601 shares; 2024Q4: 3,601 shares; 2025Q1: 3,526 shares 3,526 $1.03M 0.1% -75 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; 2023Q2: 19,539 shares; 2023Q3: 20,251 shares; 2023Q4: 19,322 shares; 2024Q1: 19,322 shares; 2024Q2: 17,429 shares; 2024Q3: 18,310 shares; 2024Q4: 17,793 shares; 2025Q1: 16,956 shares 16,956 $979K 0.1% -837 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; 2023Q2: 1,544 shares; 2023Q3: 1,552 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,746 shares; 2024Q3: 1,719 shares; 2024Q4: 1,786 shares; 2025Q1: 1,782 shares 1,782 $978K 0.1% -4 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; 2023Q2: 5,884 shares; 2023Q3: 5,851 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,805 shares; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 8,306 shares 8,306 $968K 0.09% +4,565 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 924 shares; 2023Q3: 951 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,252 shares; 2024Q3: 1,368 shares; 2024Q4: 1,336 shares; 2025Q1: 1,719 shares 1,719 $943K 0.09% +383 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,708 shares; 2023Q3: 16,727 shares; 2023Q4: 13,138 shares; 2024Q1: 13,138 shares; 2024Q2: 11,635 shares; 2024Q3: 11,138 shares; 2024Q4: 12,027 shares; 2025Q1: 11,662 shares 11,662 $934K 0.09% -365 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; 2023Q2: 20,601 shares; 2023Q3: 23,248 shares; 2023Q4: 20,010 shares; 2024Q1: 20,010 shares; 2024Q2: 28,708 shares; 2024Q3: 27,761 shares; 2024Q4: 27,761 shares; 2025Q1: 27,445 shares 27,445 $921K 0.09% -316 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,086 shares; 2023Q3: 9,930 shares; 2023Q4: 11,855 shares; 2024Q1: 11,855 shares; 2024Q2: 15,878 shares; 2024Q3: 15,976 shares; 2024Q4: 16,536 shares; 2025Q1: 18,701 shares 18,701 $909K 0.09% +2,165 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 55,554 shares; 2024Q1: 55,554 shares; 2024Q2: 57,916 shares; 2024Q3: 65,224 shares; 2024Q4: 65,480 shares; 2025Q1: 67,093 shares 67,093 $904K 0.09% +1,613 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; 2023Q2: 3,238 shares; 2023Q3: 3,319 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,481 shares; 2024Q3: 3,638 shares; 2024Q4: 3,631 shares; 2025Q1: 3,238 shares 3,238 $865K 0.08% -393 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,565 shares; 2023Q3: 12,281 shares; 2023Q4: 12,494 shares; 2024Q1: 12,494 shares; 2024Q2: 14,666 shares; 2024Q3: 15,467 shares; 2024Q4: 15,467 shares; 2025Q1: 15,313 shares 15,313 $837K 0.08% -154 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; 2023Q2: 2,248 shares; 2023Q3: 2,437 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,195 shares; 2024Q3: 3,240 shares; 2024Q4: 2,763 shares; 2025Q1: 3,343 shares 3,343 $818K 0.08% +580 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,803 shares; 2023Q3: 5,836 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,278 shares; 2024Q3: 7,073 shares; 2024Q4: 5,829 shares; 2025Q1: 5,745 shares 5,745 $782K 0.08% -84 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; 2023Q2: 11,612 shares; 2023Q3: 11,220 shares; 2023Q4: 10,057 shares; 2024Q1: 10,057 shares; 2024Q2: 10,832 shares; 2024Q3: 8,962 shares; 2024Q4: 8,852 shares; 2025Q1: 9,014 shares 9,014 $768K 0.07% +162 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,503 shares; 2023Q3: 2,313 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,819 shares; 2024Q3: 5,575 shares; 2024Q4: 5,373 shares; 2025Q1: 5,098 shares 5,098 $757K 0.07% -275 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,864 shares; 2023Q3: 4,890 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,759 shares; 2024Q3: 5,968 shares; 2024Q4: 5,703 shares; 2025Q1: 5,744 shares 5,744 $724K 0.07% +41 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 756 shares; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 1,177 shares 1,177 $723K 0.07% +413 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,620 shares; 2023Q3: 1,909 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,814 shares; 2024Q3: 2,254 shares; 2024Q4: 2,025 shares; 2025Q1: 2,263 shares 2,263 $703K 0.07% +238 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; 2023Q2: not reported; 2023Q3: 1,395 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,495 shares 2,495 $681K 0.07% 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; 2023Q2: 2,739 shares; 2023Q3: 2,809 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,623 shares; 2024Q3: 2,591 shares; 2024Q4: 2,612 shares; 2025Q1: 2,308 shares 2,308 $671K 0.07% -304 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; 2023Q2: 6,612 shares; 2023Q3: 6,411 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,045 shares; 2024Q3: 5,886 shares; 2024Q4: 6,209 shares; 2025Q1: 6,441 shares 6,441 $663K 0.06% +232 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,102 shares; 2023Q3: 2,080 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,956 shares; 2024Q3: 1,846 shares; 2024Q4: 1,818 shares; 2025Q1: 1,679 shares 1,679 $616K 0.06% -139 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,669 shares; 2024Q3: 11,294 shares; 2024Q4: 11,442 shares; 2025Q1: 10,964 shares 10,964 $615K 0.06% -478 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,141 shares; 2023Q3: 10,088 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,383 shares; 2024Q3: 11,933 shares; 2024Q4: 8,185 shares; 2025Q1: 5,401 shares 5,401 $613K 0.06% -2,784 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; 2023Q2: 101,909 shares; 2023Q3: 127,384 shares; 2023Q4: 160,713 shares; 2024Q1: 160,713 shares; 2024Q2: 167,976 shares; 2024Q3: 165,233 shares; 2024Q4: 150,531 shares; 2025Q1: 149,993 shares 149,993 $608K 0.06% -538 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,862 shares; 2023Q3: 2,869 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,636 shares; 2024Q3: 6,637 shares; 2024Q4: 6,155 shares; 2025Q1: 5,948 shares 5,948 $578K 0.06% -207 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; 2023Q2: not reported; 2023Q3: 6,975 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,975 shares; 2024Q3: 8,687 shares; 2024Q4: 6,975 shares; 2025Q1: 6,975 shares 6,975 $572K 0.06% 0 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; 2023Q2: 2,949 shares; 2023Q3: 2,861 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,805 shares; 2024Q3: 2,812 shares; 2024Q4: 3,013 shares; 2025Q1: 2,638 shares 2,638 $569K 0.06% -375 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; 2023Q2: 1,400 shares; 2023Q3: 1,208 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,084 shares; 2024Q3: 1,044 shares; 2024Q4: 1,044 shares; 2025Q1: 1,028 shares 1,028 $563K 0.05% -16 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; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 600 shares; 2025Q1: 1,017 shares 1,017 $559K 0.05% +417 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 802 shares; 2023Q3: 732 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 491 shares; 2024Q3: 533 shares; 2024Q4: not reported; 2025Q1: 1,328 shares 1,328 $559K 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,961 shares; 2023Q3: 15,439 shares; 2023Q4: 14,757 shares; 2024Q1: 14,757 shares; 2024Q2: 19,531 shares; 2024Q3: 17,712 shares; 2024Q4: 21,344 shares; 2025Q1: 22,847 shares 22,847 $558K 0.05% +1,503 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; 2023Q2: not reported; 2023Q3: 603 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,127 shares; 2024Q3: 1,105 shares; 2024Q4: 1,067 shares; 2025Q1: 1,090 shares 1,090 $545K 0.05% +23 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,081 shares; 2023Q3: 3,427 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,797 shares; 2024Q3: 4,561 shares; 2024Q4: 4,559 shares; 2025Q1: 4,638 shares 4,638 $540K 0.05% +79 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 936 shares; 2023Q3: 1,114 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 903 shares; 2024Q3: 1,314 shares; 2024Q4: 1,314 shares; 2025Q1: 1,430 shares 1,430 $535K 0.05% +116 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,156 shares 16,156 $521K 0.05% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 850 shares; 2023Q3: 852 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares 850 $520K 0.05% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 32,284 shares; 2023Q4: 28,584 shares; 2024Q1: 28,584 shares; 2024Q2: 28,044 shares; 2024Q3: 28,044 shares; 2024Q4: 28,044 shares; 2025Q1: 28,054 shares 28,054 $519K 0.05% +10 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; 2023Q2: not reported; 2023Q3: 2,389 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,525 shares; 2024Q3: 2,999 shares; 2024Q4: 3,196 shares; 2025Q1: 3,989 shares 3,989 $513K 0.05% +793 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; 2023Q2: 19,302 shares; 2023Q3: 14,516 shares; 2023Q4: 14,406 shares; 2024Q1: 14,406 shares; 2024Q2: 17,013 shares; 2024Q3: 18,942 shares; 2024Q4: 19,168 shares; 2025Q1: 18,516 shares 18,516 $513K 0.05% -652 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; 2023Q2: 3,297 shares; 2023Q3: 3,610 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,005 shares; 2024Q3: 3,163 shares; 2024Q4: 3,485 shares; 2025Q1: 3,321 shares 3,321 $501K 0.05% -164 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; 2023Q2: 1,660 shares; 2023Q3: 1,883 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,872 shares; 2024Q3: 1,996 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares 1,996 $493K 0.05% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,483 shares; 2023Q3: 1,162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 938 shares; 2024Q3: 1,549 shares; 2024Q4: 1,543 shares; 2025Q1: 1,605 shares 1,605 $482K 0.05% +62 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; 2023Q2: 6,551 shares; 2023Q3: 6,595 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,887 shares; 2024Q3: 8,394 shares; 2024Q4: 7,249 shares; 2025Q1: 6,639 shares 6,639 $482K 0.05% -610 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,836 shares; 2023Q3: 5,976 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,003 shares; 2024Q3: 3,982 shares; 2024Q4: 3,538 shares; 2025Q1: 2,447 shares 2,447 $481K 0.05% -1,091 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,480 shares; 2023Q3: 1,637 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,043 shares; 2024Q3: 1,374 shares; 2024Q4: 1,147 shares; 2025Q1: 1,283 shares 1,283 $481K 0.05% +136 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; 2023Q2: not reported; 2023Q3: 30,119 shares; 2023Q4: 34,099 shares; 2024Q1: 34,099 shares; 2024Q2: 35,164 shares; 2024Q3: 34,489 shares; 2024Q4: 34,145 shares; 2025Q1: 33,694 shares 33,694 $478K 0.05% -451 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,232 shares; 2024Q3: 6,207 shares; 2024Q4: 7,063 shares; 2025Q1: 6,548 shares 6,548 $476K 0.05% -515 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; 2023Q2: 1,038 shares; 2023Q3: 1,133 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 979 shares; 2024Q3: 1,015 shares; 2024Q4: 669 shares; 2025Q1: 707 shares 707 $474K 0.05% +38 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 986 shares; 2023Q3: 1,173 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,017 shares; 2024Q3: 1,024 shares; 2024Q4: 1,025 shares; 2025Q1: 924 shares 924 $471K 0.05% -101 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,800 shares; 2023Q3: 7,462 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,680 shares; 2024Q3: 9,643 shares; 2024Q4: 10,200 shares; 2025Q1: 11,402 shares 11,402 $470K 0.05% +1,202 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; 2023Q2: 4,758 shares; 2023Q3: 5,215 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,187 shares; 2024Q3: 6,322 shares; 2024Q4: 6,322 shares; 2025Q1: 6,322 shares 6,322 $465K 0.05% 0 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; 2023Q2: 9,926 shares; 2023Q3: 11,535 shares; 2023Q4: 10,716 shares; 2024Q1: 10,716 shares; 2024Q2: 9,084 shares; 2024Q3: 11,495 shares; 2024Q4: 8,682 shares; 2025Q1: 10,544 shares 10,544 $465K 0.05% +1,862 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 4,621 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,729 shares; 2024Q3: 2,638 shares; 2024Q4: 2,638 shares; 2025Q1: 2,623 shares 2,623 $451K 0.04% -15 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 192 shares; 2023Q3: 194 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 230 shares; 2024Q3: 230 shares; 2024Q4: 217 shares; 2025Q1: 189 shares 189 $441K 0.04% -28 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; 2023Q2: not reported; 2023Q3: 1,042 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,103 shares; 2024Q3: 1,233 shares; 2024Q4: 1,198 shares; 2025Q1: 1,454 shares 1,454 $437K 0.04% +256 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,566 shares; 2024Q3: 4,298 shares; 2024Q4: 6,088 shares; 2025Q1: 6,103 shares 6,103 $433K 0.04% +15 Timeline TRAK REPOSITRAK INC More: the full row for REPOSITRAK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,000 shares; 2023Q3: 20,000 shares; 2023Q4: 20,000 shares; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares 20,000 $432K 0.04% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,228 shares; 2025Q1: 9,093 shares 9,093 $426K 0.04% -135 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,636 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,584 shares; 2024Q3: 1,412 shares; 2024Q4: 1,786 shares; 2025Q1: 1,511 shares 1,511 $426K 0.04% -275 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 417 shares; 2024Q3: 417 shares; 2024Q4: 407 shares; 2025Q1: 863 shares 863 $410K 0.04% +456 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 25,852 shares; 2023Q3: 20,761 shares; 2023Q4: 20,647 shares; 2024Q1: 20,647 shares; 2024Q2: 20,525 shares; 2024Q3: 22,364 shares; 2024Q4: 19,338 shares; 2025Q1: 20,253 shares 20,253 $407K 0.04% +915 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,417 shares; 2023Q3: 5,510 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,494 shares; 2024Q3: 8,669 shares; 2024Q4: 5,038 shares; 2025Q1: 7,320 shares 7,320 $402K 0.04% +2,282 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; 2023Q2: 85 shares; 2023Q3: 93 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 77 shares 77 $393K 0.04% +1 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; 2023Q2: not reported; 2023Q3: 54,239 shares; 2023Q4: 62,852 shares; 2024Q1: 62,852 shares; 2024Q2: 69,048 shares; 2024Q3: 72,061 shares; 2024Q4: 70,007 shares; 2025Q1: 68,215 shares 68,215 $379K 0.04% -1,792 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,145 shares; 2024Q4: 3,775 shares; 2025Q1: 3,140 shares 3,140 $375K 0.04% -635 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,794 shares; 2023Q3: 1,874 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,069 shares; 2024Q3: 2,073 shares; 2024Q4: 2,073 shares; 2025Q1: 1,976 shares 1,976 $365K 0.04% -97 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; 2023Q2: 5,072 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,093 shares; 2024Q3: 4,582 shares; 2024Q4: 4,458 shares; 2025Q1: 4,492 shares 4,492 $363K 0.04% +34 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 873 shares; 2023Q3: 692 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 565 shares; 2024Q3: 462 shares; 2024Q4: 460 shares; 2025Q1: 570 shares 570 $358K 0.03% +110 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 932 shares; 2023Q3: 907 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 748 shares; 2024Q3: 699 shares; 2024Q4: 703 shares; 2025Q1: 678 shares 678 $355K 0.03% -25 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; 2023Q2: 3,810 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,975 shares; 2024Q3: 3,880 shares; 2024Q4: 3,880 shares; 2025Q1: 4,118 shares 4,118 $346K 0.03% +238 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; 2023Q2: 1,148 shares; 2023Q3: 1,264 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,564 shares; 2024Q3: 1,391 shares; 2024Q4: 977 shares; 2025Q1: 1,732 shares 1,732 $345K 0.03% +755 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; 2023Q2: 6,874 shares; 2023Q3: 6,437 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,486 shares; 2024Q3: 5,582 shares; 2024Q4: 5,582 shares; 2025Q1: 5,459 shares 5,459 $344K 0.03% -123 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 1,691 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,613 shares; 2024Q3: 1,496 shares; 2024Q4: 1,502 shares; 2025Q1: 1,563 shares 1,563 $343K 0.03% +61 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,769 shares; 2023Q3: 2,751 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,545 shares; 2024Q3: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 1,986 shares 1,986 $339K 0.03% -530 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 791 shares; 2023Q3: 888 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,198 shares; 2024Q3: 1,246 shares; 2024Q4: 1,004 shares; 2025Q1: 1,190 shares 1,190 $336K 0.03% +186 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 8,300 shares; 2023Q3: 8,300 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,300 shares; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 5,825 shares 5,825 $330K 0.03% -2,475 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,920 shares 1,920 $328K 0.03% new 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; 2023Q2: 7,867 shares; 2023Q3: 10,241 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,581 shares; 2024Q3: 10,281 shares; 2024Q4: 9,641 shares; 2025Q1: 8,813 shares 8,813 $327K 0.03% -828 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,524 shares; 2024Q4: 4,623 shares; 2025Q1: 5,476 shares 5,476 $326K 0.03% +853 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,015 shares; 2023Q3: 967 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 755 shares; 2024Q3: 755 shares; 2024Q4: 830 shares; 2025Q1: 902 shares 902 $318K 0.03% +72 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; 2023Q2: 1,408 shares; 2023Q3: 688 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 686 shares; 2024Q3: 659 shares; 2024Q4: 710 shares; 2025Q1: 613 shares 613 $316K 0.03% -97 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 7,638 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,645 shares; 2024Q3: 10,114 shares; 2024Q4: 9,374 shares; 2025Q1: 9,660 shares 9,660 $315K 0.03% +286 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,384 shares; 2023Q3: 4,528 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,053 shares; 2024Q3: 3,883 shares; 2024Q4: 3,880 shares; 2025Q1: 4,145 shares 4,145 $313K 0.03% +265 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; 2023Q2: not reported; 2023Q3: 4,344 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,369 shares; 2024Q3: 4,212 shares; 2024Q4: 4,212 shares; 2025Q1: 3,833 shares 3,833 $312K 0.03% -379 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 148 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,600 shares; 2024Q3: 11,025 shares; 2024Q4: 9,864 shares; 2025Q1: 6,174 shares 6,174 $312K 0.03% -3,690 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,984 shares 1,984 $310K 0.03% new 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; 2023Q2: 1,205 shares; 2023Q3: 1,117 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,201 shares; 2024Q3: 1,122 shares; 2024Q4: 1,288 shares; 2025Q1: 722 shares 722 $310K 0.03% -566 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 6,163 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,716 shares; 2024Q3: 9,200 shares; 2024Q4: not reported; 2025Q1: 4,659 shares 4,659 $307K 0.03% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,893 shares; 2023Q3: 8,490 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,394 shares; 2024Q3: 8,428 shares; 2024Q4: 8,086 shares; 2025Q1: 4,612 shares 4,612 $306K 0.03% -3,474 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; 2023Q2: 4,309 shares; 2023Q3: 4,909 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,648 shares 11,648 $303K 0.03% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 5,509 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,137 shares; 2024Q3: 4,462 shares; 2024Q4: 4,664 shares; 2025Q1: 4,748 shares 4,748 $302K 0.03% +84 ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,147 shares; 2024Q4: 2,187 shares; 2025Q1: 2,575 shares 2,575 $301K 0.03% +388 Timeline XPEV XPENG INC More: the full row for XPENG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,177 shares 16,177 $301K 0.03% new 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; 2023Q2: 4,145 shares; 2023Q3: 4,867 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,229 shares; 2024Q3: 3,924 shares; 2024Q4: 4,160 shares; 2025Q1: 3,291 shares 3,291 $299K 0.03% -869 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,075 shares; 2023Q3: 1,162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 925 shares; 2024Q3: 814 shares; 2024Q4: 1,360 shares; 2025Q1: 1,037 shares 1,037 $299K 0.03% -323 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; 2023Q2: not reported; 2023Q3: 4,257 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,723 shares; 2024Q3: 3,663 shares; 2024Q4: 3,669 shares; 2025Q1: 3,671 shares 3,671 $299K 0.03% +2 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 59,375 shares; 2023Q3: 52,479 shares; 2023Q4: 24,824 shares; 2024Q1: 24,824 shares; 2024Q2: 16,786 shares; 2024Q3: 6,893 shares; 2024Q4: 6,872 shares; 2025Q1: 6,872 shares 6,872 $298K 0.03% 0 Timeline SMMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,368 shares; 2024Q4: 6,368 shares; 2025Q1: 7,230 shares 7,230 $297K 0.03% +862 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,363 shares; 2024Q3: 6,864 shares; 2024Q4: 6,864 shares; 2025Q1: 5,901 shares 5,901 $297K 0.03% -963 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,865 shares; 2023Q3: 3,122 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,592 shares; 2024Q3: 3,810 shares; 2024Q4: 3,474 shares; 2025Q1: 2,442 shares 2,442 $294K 0.03% -1,032 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 4,021 shares 4,021 $293K 0.03% +986 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 53,385 shares; 2023Q3: 47,138 shares; 2023Q4: 23,370 shares; 2024Q1: 23,370 shares; 2024Q2: 16,141 shares; 2024Q3: 6,172 shares; 2024Q4: 6,154 shares; 2025Q1: 6,154 shares 6,154 $292K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 4,400 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,468 shares; 2024Q3: 1,684 shares; 2024Q4: 1,436 shares; 2025Q1: 1,441 shares 1,441 $290K 0.03% +5 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,256 shares; 2024Q3: 6,505 shares; 2024Q4: 6,482 shares; 2025Q1: 6,384 shares 6,384 $283K 0.03% -98 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; 2023Q2: 6,288 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,461 shares 3,461 $280K 0.03% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,993 shares 6,993 $279K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,930 shares; 2023Q3: 2,510 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,279 shares; 2024Q3: 2,994 shares; 2024Q4: 2,994 shares; 2025Q1: 2,645 shares 2,645 $278K 0.03% -349 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,842 shares; 2024Q3: 4,680 shares; 2024Q4: 4,708 shares; 2025Q1: 4,736 shares 4,736 $277K 0.03% +28 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,330 shares; 2023Q3: 4,361 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,338 shares; 2024Q3: 4,330 shares; 2024Q4: 4,330 shares; 2025Q1: 4,348 shares 4,348 $277K 0.03% +18 Timeline PSO PEARSON PLC More: the full row for PEARSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,584 shares; 2024Q4: 16,584 shares; 2025Q1: 16,813 shares 16,813 $277K 0.03% +229 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; 2023Q2: not reported; 2023Q3: 10,487 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,445 shares; 2024Q3: 22,575 shares; 2024Q4: not reported; 2025Q1: 20,082 shares 20,082 $275K 0.03% new 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; 2023Q2: 43,045 shares; 2023Q3: 41,550 shares; 2023Q4: 42,536 shares; 2024Q1: 42,536 shares; 2024Q2: 40,711 shares; 2024Q3: 38,611 shares; 2024Q4: 41,685 shares; 2025Q1: 31,480 shares 31,480 $275K 0.03% -10,205 Timeline JELD JELD-WEN HLDG INC More: the full row for JELD-WEN HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 37,085 shares; 2023Q3: 37,085 shares; 2023Q4: 37,085 shares; 2024Q1: 37,085 shares; 2024Q2: 37,085 shares; 2024Q3: 37,093 shares; 2024Q4: 36,041 shares; 2025Q1: 49,611 shares 49,611 $274K 0.03% +13,570 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,712 shares; 2023Q3: 4,416 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,839 shares; 2024Q3: 4,219 shares; 2024Q4: 6,188 shares; 2025Q1: 4,562 shares 4,562 $271K 0.03% -1,626 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,477 shares; 2024Q4: 3,880 shares; 2025Q1: 4,293 shares 4,293 $271K 0.03% +413 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,234 shares; 2023Q3: 10,128 shares; 2023Q4: 10,128 shares; 2024Q1: 10,128 shares; 2024Q2: 11,193 shares; 2024Q3: 11,308 shares; 2024Q4: 11,058 shares; 2025Q1: 10,453 shares 10,453 $271K 0.03% -605 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,201 shares; 2024Q3: 4,387 shares; 2024Q4: 4,387 shares; 2025Q1: 4,407 shares 4,407 $269K 0.03% +20 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,978 shares; 2024Q3: 4,339 shares; 2024Q4: 4,339 shares; 2025Q1: 4,455 shares 4,455 $263K 0.03% +116 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,440 shares; 2023Q3: 3,403 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,207 shares; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 2,993 shares 2,993 $260K 0.03% -21 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,250 shares; 2024Q4: 2,300 shares; 2025Q1: 2,000 shares 2,000 $259K 0.03% -300 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,503 shares 1,503 $258K 0.03% new Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 11,487 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30,823 shares; 2024Q4: 30,823 shares; 2025Q1: 31,254 shares 31,254 $258K 0.03% +431 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 835 shares; 2024Q4: not reported; 2025Q1: 1,151 shares 1,151 $257K 0.03% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750 shares 750 $256K 0.02% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,305 shares; 2024Q3: 5,305 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares 5,305 $255K 0.02% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,878 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,508 shares; 2024Q4: 3,572 shares; 2025Q1: 3,238 shares 3,238 $254K 0.02% -334 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; 2023Q2: 611 shares; 2023Q3: 550 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 555 shares; 2024Q3: 559 shares; 2024Q4: 469 shares; 2025Q1: 498 shares 498 $254K 0.02% +29 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,302 shares; 2024Q4: 4,667 shares; 2025Q1: 6,349 shares 6,349 $253K 0.02% +1,682 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,982 shares; 2024Q3: 2,828 shares; 2024Q4: 2,823 shares; 2025Q1: 2,695 shares 2,695 $253K 0.02% -128 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,000 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares 10,000 $252K 0.02% 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,192 shares; 2024Q3: 1,146 shares; 2024Q4: 932 shares; 2025Q1: 1,112 shares 1,112 $251K 0.02% +180 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; 2023Q2: 5,987 shares; 2023Q3: 6,718 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,108 shares; 2024Q3: 5,550 shares; 2024Q4: 5,050 shares; 2025Q1: 4,276 shares 4,276 $250K 0.02% -774 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; 2023Q2: 2,059 shares; 2023Q3: 1,991 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,652 shares; 2024Q3: 1,560 shares; 2024Q4: 1,487 shares; 2025Q1: 1,534 shares 1,534 $249K 0.02% +47 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,107 shares 1,107 $248K 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,642 shares; 2023Q3: 3,384 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,922 shares; 2024Q3: 2,997 shares; 2024Q4: 2,997 shares; 2025Q1: 2,732 shares 2,732 $246K 0.02% -265 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,335 shares 4,335 $243K 0.02% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 810 shares 810 $241K 0.02% new Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,821 shares 1,821 $240K 0.02% +177 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,837 shares; 2024Q3: 6,153 shares; 2024Q4: 6,153 shares; 2025Q1: 6,379 shares 6,379 $238K 0.02% +226 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,144 shares; 2024Q3: 3,701 shares; 2024Q4: 3,701 shares; 2025Q1: 3,701 shares 3,701 $237K 0.02% 0 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 14,761 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,515 shares; 2024Q4: 13,515 shares; 2025Q1: 12,033 shares 12,033 $234K 0.02% -1,482 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 531 shares; 2024Q4: 531 shares; 2025Q1: 513 shares 513 $232K 0.02% -18 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,032 shares 3,032 $232K 0.02% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,921 shares; 2024Q3: 7,770 shares; 2024Q4: 7,770 shares; 2025Q1: 7,107 shares 7,107 $231K 0.02% -663 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,042 shares 2,042 $230K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: 1,711 shares 1,711 $227K 0.02% +538 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,512 shares; 2025Q1: 4,591 shares 4,591 $225K 0.02% +79 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 16,803 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,131 shares 44,131 $220K 0.02% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,071 shares; 2025Q1: 1,284 shares 1,284 $218K 0.02% +213 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,749 shares; 2023Q3: 1,862 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,028 shares 2,028 $217K 0.02% new Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,687 shares 4,687 $217K 0.02% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,364 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 918 shares; 2024Q4: not reported; 2025Q1: 954 shares 954 $216K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 989 shares; 2024Q3: 720 shares; 2024Q4: 729 shares; 2025Q1: 748 shares 748 $214K 0.02% +19 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 865 shares; 2024Q4: 865 shares; 2025Q1: 867 shares 867 $212K 0.02% +2 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 55,121 shares; 2023Q4: 45,885 shares; 2024Q1: 45,885 shares; 2024Q2: 44,381 shares; 2024Q3: 47,740 shares; 2024Q4: 88,032 shares; 2025Q1: 73,683 shares 73,683 $211K 0.02% -14,349 Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,004 shares; 2025Q1: 2,004 shares 2,004 $210K 0.02% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,325 shares; 2024Q3: 2,349 shares; 2024Q4: 2,349 shares; 2025Q1: 2,335 shares 2,335 $208K 0.02% -14 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,137 shares 4,137 $208K 0.02% -578 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,150 shares; 2024Q3: 5,150 shares; 2024Q4: 5,150 shares; 2025Q1: 3,850 shares 3,850 $207K 0.02% -1,300 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 990 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 456 shares; 2025Q1: 442 shares 442 $206K 0.02% -14 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares 579 $205K 0.02% 0 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 763 shares; 2024Q4: 813 shares; 2025Q1: 700 shares 700 $205K 0.02% -113 Timeline TNK TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,797 shares 4,797 $204K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 736 shares 736 $204K 0.02% new 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; 2023Q2: 1,884 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,268 shares; 2024Q4: not reported; 2025Q1: 1,212 shares 1,212 $204K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 817 shares; 2023Q3: 825 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 825 shares; 2024Q4: 825 shares; 2025Q1: 630 shares 630 $201K 0.02% -195 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,124 shares; 2025Q1: 2,081 shares 2,081 $201K 0.02% -43 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 865 shares; 2024Q4: not reported; 2025Q1: 850 shares 850 $201K 0.02% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,197 shares; 2024Q3: 2,197 shares; 2024Q4: not reported; 2025Q1: 2,198 shares 2,198 $200K 0.02% new Timeline