SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,091,710 shares; 2023Q3: 2,082,184 shares; 2023Q4: 2,125,616 shares; 2024Q1: 2,024,860 shares; 2024Q2: 2,041,858 shares; 2024Q3: 2,026,829 shares; 2024Q4: 5,963,363 shares; 2025Q1: 5,911,420 shares 5,911,420 $127M 9.41% -51,943 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: 2,466 shares; 2023Q3: 2,122 shares; 2023Q4: 2,711 shares; 2024Q1: 4,436 shares; 2024Q2: 4,834 shares; 2024Q3: 226,132 shares; 2024Q4: 226,267 shares; 2025Q1: 190,663 shares 190,663 $110M 8.13% -35,604 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 940,277 shares; 2023Q3: 1,094,747 shares; 2023Q4: 1,209,074 shares; 2024Q1: 1,183,791 shares; 2024Q2: 1,213,495 shares; 2024Q3: 1,218,711 shares; 2024Q4: 3,720,737 shares; 2025Q1: 3,755,197 shares 3,755,197 $88.7M 6.56% +34,460 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,908,915 shares; 2023Q3: 2,111,860 shares; 2023Q4: 2,104,001 shares; 2024Q1: 2,038,799 shares; 2024Q2: 2,046,552 shares; 2024Q3: 1,973,445 shares; 2024Q4: 3,906,686 shares; 2025Q1: 3,901,803 shares 3,901,803 $77.2M 5.71% -4,883 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,703,853 shares; 2023Q3: 1,912,970 shares; 2023Q4: 1,949,400 shares; 2024Q1: 1,932,676 shares; 2024Q2: 1,921,269 shares; 2024Q3: 1,865,929 shares; 2024Q4: 1,846,174 shares; 2025Q1: 1,828,746 shares 1,828,746 $66.1M 4.89% -17,428 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 977,635 shares; 2023Q3: 980,370 shares; 2023Q4: 1,114,637 shares; 2024Q1: 1,082,339 shares; 2024Q2: 1,074,000 shares; 2024Q3: 1,081,076 shares; 2024Q4: 1,043,956 shares; 2025Q1: 1,085,621 shares 1,085,621 $39.5M 2.92% +41,665 Timeline PRF 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; 2023Q2: 204,462 shares; 2023Q3: 1,025,947 shares; 2023Q4: 1,022,751 shares; 2024Q1: 1,019,526 shares; 2024Q2: 1,017,240 shares; 2024Q3: 1,004,264 shares; 2024Q4: 941,465 shares; 2025Q1: 940,811 shares 940,811 $38M 2.81% -654 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; 2023Q2: 468,089 shares; 2023Q3: 548,929 shares; 2023Q4: 549,176 shares; 2024Q1: 621,947 shares; 2024Q2: 661,993 shares; 2024Q3: 671,642 shares; 2024Q4: 665,107 shares; 2025Q1: 702,638 shares 702,638 $31.8M 2.35% +37,531 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 462,098 shares; 2023Q3: 481,235 shares; 2023Q4: 444,361 shares; 2024Q1: 457,307 shares; 2024Q2: 459,153 shares; 2024Q3: 452,509 shares; 2024Q4: 443,472 shares; 2025Q1: 448,149 shares 448,149 $31.3M 2.31% +4,677 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 468,403 shares; 2023Q3: 467,797 shares; 2023Q4: 462,733 shares; 2024Q1: 460,947 shares; 2024Q2: 458,665 shares; 2024Q3: 457,784 shares; 2024Q4: 1,353,972 shares; 2025Q1: 1,337,085 shares 1,337,085 $30.8M 2.28% -16,887 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: 102,165 shares; 2023Q3: 113,727 shares; 2023Q4: 137,730 shares; 2024Q1: 139,307 shares; 2024Q2: 143,851 shares; 2024Q3: 131,573 shares; 2024Q4: 130,547 shares; 2025Q1: 129,174 shares 129,174 $28.7M 2.12% -1,373 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 669,602 shares; 2023Q3: 774,370 shares; 2023Q4: 780,301 shares; 2024Q1: 857,775 shares; 2024Q2: 818,555 shares; 2024Q3: 820,309 shares; 2024Q4: 720,590 shares; 2025Q1: 550,027 shares 550,027 $27.3M 2.02% -170,563 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 94,291 shares; 2023Q3: 149,541 shares; 2023Q4: 184,435 shares; 2024Q1: 228,973 shares; 2024Q2: 269,523 shares; 2024Q3: 303,883 shares; 2024Q4: 314,531 shares; 2025Q1: 307,975 shares 307,975 $26.8M 1.99% -6,556 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 889,590 shares; 2023Q3: 861,055 shares; 2023Q4: 837,903 shares; 2024Q1: 812,043 shares; 2024Q2: 785,424 shares; 2024Q3: 749,826 shares; 2024Q4: 725,173 shares; 2025Q1: 700,347 shares 700,347 $25M 1.85% -24,826 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: 1,687 shares; 2023Q3: 2,362 shares; 2023Q4: 26,891 shares; 2024Q1: 4,865 shares; 2024Q2: 230,820 shares; 2024Q3: 219,534 shares; 2024Q4: 211,849 shares; 2025Q1: 222,493 shares 222,493 $24.1M 1.78% +10,644 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 890,672 shares; 2023Q3: 885,503 shares; 2023Q4: 862,694 shares; 2024Q1: 844,576 shares; 2024Q2: 815,844 shares; 2024Q3: 789,440 shares; 2024Q4: 769,558 shares; 2025Q1: 749,022 shares 749,022 $23.1M 1.71% -20,536 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 327,489 shares; 2023Q3: 325,400 shares; 2023Q4: 348,223 shares; 2024Q1: 347,929 shares; 2024Q2: 338,814 shares; 2024Q3: 321,963 shares; 2024Q4: 669,259 shares; 2025Q1: 830,053 shares 830,053 $22.7M 1.68% +160,794 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 240,060 shares; 2023Q3: 378,942 shares; 2023Q4: 424,358 shares; 2024Q1: 513,245 shares; 2024Q2: 545,790 shares; 2024Q3: 570,035 shares; 2024Q4: 561,065 shares; 2025Q1: 625,251 shares 625,251 $19.3M 1.42% +64,186 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: 36,250 shares; 2023Q3: 39,361 shares; 2023Q4: 36,840 shares; 2024Q1: 35,416 shares; 2024Q2: 36,508 shares; 2024Q3: 36,223 shares; 2024Q4: 35,596 shares; 2025Q1: 35,292 shares 35,292 $19.1M 1.42% -304 Timeline SPTM 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: 378,906 shares; 2023Q3: 373,425 shares; 2023Q4: 333,048 shares; 2024Q1: 303,342 shares; 2024Q2: 301,405 shares; 2024Q3: 298,710 shares; 2024Q4: 291,239 shares; 2025Q1: 281,017 shares 281,017 $19.1M 1.41% -10,222 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 105,696 shares; 2023Q3: 105,846 shares; 2023Q4: 101,802 shares; 2024Q1: 99,614 shares; 2024Q2: 101,411 shares; 2024Q3: 98,983 shares; 2024Q4: 94,519 shares; 2025Q1: 92,363 shares 92,363 $19.1M 1.41% -2,156 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 220,585 shares; 2023Q3: 205,831 shares; 2023Q4: 196,711 shares; 2024Q1: 186,974 shares; 2024Q2: 182,778 shares; 2024Q3: 179,294 shares; 2024Q4: 160,524 shares; 2025Q1: 155,581 shares 155,581 $17.1M 1.27% -4,943 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 306,961 shares; 2023Q3: 302,573 shares; 2023Q4: 281,718 shares; 2024Q1: 279,130 shares; 2024Q2: 275,499 shares; 2024Q3: 271,312 shares; 2024Q4: 220,003 shares; 2025Q1: 212,032 shares 212,032 $12.9M 0.95% -7,971 Timeline DISV 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: 411,570 shares; 2023Q3: 398,649 shares; 2023Q4: 450,535 shares; 2024Q1: 441,453 shares; 2024Q2: 420,002 shares; 2024Q3: 412,478 shares; 2024Q4: 405,985 shares; 2025Q1: 399,461 shares 399,461 $11.6M 0.86% -6,524 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: 16,033 shares; 2023Q3: 17,850 shares; 2023Q4: 19,520 shares; 2024Q1: 25,562 shares; 2024Q2: 27,266 shares; 2024Q3: 29,545 shares; 2024Q4: 29,016 shares; 2025Q1: 28,998 shares 28,998 $10.9M 0.81% -18 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 71,408 shares; 2023Q3: 71,356 shares; 2023Q4: 79,208 shares; 2024Q1: 77,335 shares; 2024Q2: 76,568 shares; 2024Q3: 75,486 shares; 2024Q4: 73,056 shares; 2025Q1: 72,720 shares 72,720 $10.6M 0.79% -336 Timeline PRFZ 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; 2023Q2: 65,439 shares; 2023Q3: 329,652 shares; 2023Q4: 297,158 shares; 2024Q1: 296,235 shares; 2024Q2: 293,693 shares; 2024Q3: 293,629 shares; 2024Q4: 276,939 shares; 2025Q1: 271,234 shares 271,234 $10.3M 0.76% -5,705 Timeline VOX 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: 61,186 shares; 2023Q3: 64,624 shares; 2023Q4: 63,761 shares; 2024Q1: 62,127 shares; 2024Q2: 61,803 shares; 2024Q3: 61,602 shares; 2024Q4: 60,774 shares; 2025Q1: 59,214 shares 59,214 $8.79M 0.65% -1,560 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: 14,591 shares; 2023Q3: 16,707 shares; 2023Q4: 23,622 shares; 2024Q1: 30,304 shares; 2024Q2: 33,976 shares; 2024Q3: 58,483 shares; 2024Q4: 52,484 shares; 2025Q1: 54,312 shares 54,312 $8.4M 0.62% +1,828 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 61,745 shares; 2023Q3: 71,448 shares; 2023Q4: 70,709 shares; 2024Q1: 69,903 shares; 2024Q2: 69,206 shares; 2024Q3: 71,636 shares; 2024Q4: 71,214 shares; 2025Q1: 70,163 shares 70,163 $8.38M 0.62% -1,051 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: 9,198 shares; 2023Q3: 9,198 shares; 2023Q4: 9,415 shares; 2024Q1: 9,443 shares; 2024Q2: 10,070 shares; 2024Q3: 10,106 shares; 2024Q4: 10,140 shares; 2025Q1: 14,069 shares 14,069 $7.91M 0.58% +3,929 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 214,508 shares; 2023Q3: 215,488 shares; 2023Q4: 285,336 shares; 2024Q1: 291,565 shares; 2024Q2: 275,876 shares; 2024Q3: 258,198 shares; 2024Q4: 281,065 shares; 2025Q1: 277,822 shares 277,822 $7.66M 0.57% -3,243 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 166,860 shares; 2023Q3: 167,184 shares; 2023Q4: 168,077 shares; 2024Q1: 164,908 shares; 2024Q2: 168,162 shares; 2024Q3: 157,678 shares; 2024Q4: 149,780 shares; 2025Q1: 148,703 shares 148,703 $7.41M 0.55% -1,077 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 129,490 shares; 2023Q3: 132,542 shares; 2023Q4: 161,091 shares; 2024Q1: 159,484 shares; 2024Q2: 155,909 shares; 2024Q3: 160,524 shares; 2024Q4: 322,031 shares; 2025Q1: 316,402 shares 316,402 $7.33M 0.54% -5,629 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: 14,554 shares; 2023Q3: 18,842 shares; 2023Q4: 15,865 shares; 2024Q1: 22,566 shares; 2024Q2: 29,553 shares; 2024Q3: 34,879 shares; 2024Q4: 34,134 shares; 2025Q1: 37,803 shares 37,803 $7.19M 0.53% +3,669 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 32,808 shares; 2023Q3: 35,967 shares; 2023Q4: 29,399 shares; 2024Q1: 28,630 shares; 2024Q2: 28,029 shares; 2024Q3: 27,102 shares; 2024Q4: 27,157 shares; 2025Q1: 26,755 shares 26,755 $7.08M 0.52% -402 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 56,603 shares; 2023Q3: 56,430 shares; 2023Q4: 58,161 shares; 2024Q1: 56,918 shares; 2024Q2: 57,400 shares; 2024Q3: 55,942 shares; 2024Q4: 54,299 shares; 2025Q1: 53,884 shares 53,884 $7.06M 0.52% -415 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 36,286 shares; 2023Q3: 35,922 shares; 2023Q4: 39,105 shares; 2024Q1: 38,223 shares; 2024Q2: 38,183 shares; 2024Q3: 37,344 shares; 2024Q4: 34,291 shares; 2025Q1: 33,961 shares 33,961 $6.71M 0.5% -330 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 143,526 shares; 2023Q3: 143,436 shares; 2023Q4: 138,705 shares; 2024Q1: 138,346 shares; 2024Q2: 134,594 shares; 2024Q3: 133,509 shares; 2024Q4: 131,932 shares; 2025Q1: 131,027 shares 131,027 $6.13M 0.45% -905 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 121,015 shares; 2023Q3: 119,411 shares; 2023Q4: 98,565 shares; 2024Q1: 90,044 shares; 2024Q2: 82,750 shares; 2024Q3: 75,867 shares; 2024Q4: 75,835 shares; 2025Q1: 66,308 shares 66,308 $6.13M 0.45% -9,527 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: 10,687 shares; 2023Q3: 13,573 shares; 2023Q4: 16,745 shares; 2024Q1: 15,372 shares; 2024Q2: 21,029 shares; 2024Q3: 43,296 shares; 2024Q4: 36,926 shares; 2025Q1: 36,884 shares 36,884 $5.76M 0.43% -42 Timeline PXF 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: 143,755 shares; 2023Q3: 143,802 shares; 2023Q4: 132,523 shares; 2024Q1: 123,666 shares; 2024Q2: 119,514 shares; 2024Q3: 115,189 shares; 2024Q4: 108,857 shares; 2025Q1: 105,664 shares 105,664 $5.49M 0.41% -3,193 Timeline VCR 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: 16,403 shares; 2023Q3: 18,781 shares; 2023Q4: 16,588 shares; 2024Q1: 16,281 shares; 2024Q2: 16,283 shares; 2024Q3: 16,397 shares; 2024Q4: 16,634 shares; 2025Q1: 16,194 shares 16,194 $5.27M 0.39% -440 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION 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: 145,607 shares 145,607 $5.17M 0.38% new 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: 7,555 shares; 2023Q3: 7,253 shares; 2023Q4: 7,315 shares; 2024Q1: 15,596 shares; 2024Q2: 17,567 shares; 2024Q3: 18,577 shares; 2024Q4: 19,056 shares; 2025Q1: 19,240 shares 19,240 $4.99M 0.37% +184 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 62,088 shares; 2023Q3: 62,089 shares; 2023Q4: 56,294 shares; 2024Q1: 53,212 shares; 2024Q2: 54,321 shares; 2024Q3: 51,536 shares; 2024Q4: 50,279 shares; 2025Q1: 49,662 shares 49,662 $4.79M 0.35% -617 Timeline VDC 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: 25,016 shares; 2023Q3: 27,108 shares; 2023Q4: 20,911 shares; 2024Q1: 20,716 shares; 2024Q2: 20,416 shares; 2024Q3: 20,465 shares; 2024Q4: 21,133 shares; 2025Q1: 20,662 shares 20,662 $4.52M 0.33% -471 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 58,222 shares; 2023Q3: 57,906 shares; 2023Q4: 63,662 shares; 2024Q1: 61,083 shares; 2024Q2: 58,453 shares; 2024Q3: 55,839 shares; 2024Q4: 53,581 shares; 2025Q1: 53,214 shares 53,214 $4.35M 0.32% -367 Timeline VIS 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: 18,348 shares; 2023Q3: 20,127 shares; 2023Q4: 18,366 shares; 2024Q1: 17,933 shares; 2024Q2: 17,348 shares; 2024Q3: 17,266 shares; 2024Q4: 17,110 shares; 2025Q1: 16,693 shares 16,693 $4.13M 0.31% -417 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 119,877 shares; 2023Q3: 129,745 shares; 2023Q4: 92,331 shares; 2024Q1: 92,620 shares; 2024Q2: 95,058 shares; 2024Q3: 90,068 shares; 2024Q4: 95,703 shares; 2025Q1: 100,626 shares 100,626 $4.05M 0.3% +4,923 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: 802 shares; 2023Q3: 1,049 shares; 2023Q4: 2,828 shares; 2024Q1: 3,407 shares; 2024Q2: 3,943 shares; 2024Q3: 4,320 shares; 2024Q4: 4,100 shares; 2025Q1: 4,745 shares 4,745 $3.92M 0.29% +645 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; 2023Q2: 8,167 shares; 2023Q3: 9,599 shares; 2023Q4: 7,150 shares; 2024Q1: 7,150 shares; 2024Q2: 7,588 shares; 2024Q3: 7,572 shares; 2024Q4: 6,257 shares; 2025Q1: 6,694 shares 6,694 $3.74M 0.28% +437 Timeline IJH 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: 65,165 shares; 2024Q3: 63,829 shares; 2024Q4: 63,829 shares; 2025Q1: 63,829 shares 63,829 $3.72M 0.28% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 28,724 shares; 2023Q3: 31,208 shares; 2023Q4: 30,345 shares; 2024Q1: 29,973 shares; 2024Q2: 28,634 shares; 2024Q3: 28,908 shares; 2024Q4: 28,795 shares; 2025Q1: 28,080 shares 28,080 $3.64M 0.27% -715 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: 157,008 shares; 2023Q3: 156,748 shares; 2023Q4: 136,079 shares; 2024Q1: 125,763 shares; 2024Q2: 125,763 shares; 2024Q3: 123,917 shares; 2024Q4: 117,828 shares; 2025Q1: 110,165 shares 110,165 $3.63M 0.27% -7,663 Timeline IVW 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: 38,227 shares; 2024Q3: 38,008 shares; 2024Q4: 38,731 shares; 2025Q1: 38,370 shares 38,370 $3.56M 0.26% -361 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: 2,053 shares; 2023Q3: 3,175 shares; 2023Q4: 2,918 shares; 2024Q1: 3,980 shares; 2024Q2: 6,981 shares; 2024Q3: 7,094 shares; 2024Q4: 5,446 shares; 2025Q1: 6,528 shares 6,528 $3.48M 0.26% +1,082 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 51,650 shares; 2023Q3: 51,899 shares; 2023Q4: 52,431 shares; 2024Q1: 52,605 shares; 2024Q2: 52,983 shares; 2024Q3: 53,186 shares; 2024Q4: 53,995 shares; 2025Q1: 54,140 shares 54,140 $3.36M 0.25% +145 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 132,162 shares; 2023Q3: 123,318 shares; 2023Q4: 116,144 shares; 2024Q1: 114,568 shares; 2024Q2: 105,196 shares; 2024Q3: 100,479 shares; 2024Q4: 100,733 shares; 2025Q1: 99,619 shares 99,619 $3.31M 0.24% -1,114 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 58,434 shares; 2023Q3: 58,434 shares; 2023Q4: 58,434 shares; 2024Q1: 58,434 shares; 2024Q2: 58,415 shares; 2024Q3: 58,415 shares; 2024Q4: 58,415 shares; 2025Q1: 58,415 shares 58,415 $3.11M 0.23% 0 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: 2,374 shares; 2023Q3: 2,425 shares; 2023Q4: 2,523 shares; 2024Q1: 2,814 shares; 2024Q2: 2,876 shares; 2024Q3: 3,112 shares; 2024Q4: 3,336 shares; 2025Q1: 3,331 shares 3,331 $3.11M 0.23% -5 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: 26,019 shares; 2023Q3: 27,176 shares; 2023Q4: 20,324 shares; 2024Q1: 21,027 shares; 2024Q2: 21,280 shares; 2024Q3: 21,916 shares; 2024Q4: 21,935 shares; 2025Q1: 22,024 shares 22,024 $3.08M 0.23% +89 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: 9,822 shares; 2023Q3: 8,729 shares; 2023Q4: 6,326 shares; 2024Q1: 7,918 shares; 2024Q2: 9,280 shares; 2024Q3: 10,405 shares; 2024Q4: 11,311 shares; 2025Q1: 11,781 shares 11,781 $2.89M 0.21% +470 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: 478 shares; 2023Q3: 647 shares; 2023Q4: 735 shares; 2024Q1: 1,027 shares; 2024Q2: 1,178 shares; 2024Q3: 14,478 shares; 2024Q4: 14,858 shares; 2025Q1: 16,787 shares 16,787 $2.81M 0.21% +1,929 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 39,472 shares; 2024Q1: 40,559 shares; 2024Q2: 41,485 shares; 2024Q3: 35,305 shares; 2024Q4: 52,181 shares; 2025Q1: 56,044 shares 56,044 $2.64M 0.2% +3,863 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: 4,928 shares; 2023Q3: 5,397 shares; 2023Q4: 5,822 shares; 2024Q1: 21,965 shares; 2024Q2: 23,659 shares; 2024Q3: 25,336 shares; 2024Q4: 25,173 shares; 2025Q1: 25,847 shares 25,847 $2.27M 0.17% +674 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: 1,045 shares; 2023Q3: 1,100 shares; 2023Q4: 4,191 shares; 2024Q1: 4,332 shares; 2024Q2: 4,440 shares; 2024Q3: 4,521 shares; 2024Q4: 4,389 shares; 2025Q1: 4,600 shares 4,600 $2.23M 0.16% +211 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 47,030 shares; 2024Q4: 36,711 shares; 2025Q1: 36,319 shares 36,319 $2.21M 0.16% -392 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 38,356 shares; 2023Q3: 38,357 shares; 2023Q4: 38,358 shares; 2024Q1: 38,359 shares; 2024Q2: 38,315 shares; 2024Q3: 47,784 shares; 2024Q4: 94,155 shares; 2025Q1: 94,156 shares 94,156 $2.21M 0.16% +1 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 128,009 shares; 2023Q3: 127,012 shares; 2023Q4: 137,835 shares; 2024Q1: 77,897 shares; 2024Q2: 69,721 shares; 2024Q3: 68,119 shares; 2024Q4: 44,075 shares; 2025Q1: 42,920 shares 42,920 $2.18M 0.16% -1,155 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 24,351 shares; 2023Q3: 24,362 shares; 2023Q4: 30,358 shares; 2024Q1: 29,801 shares; 2024Q2: 28,897 shares; 2024Q3: 28,162 shares; 2024Q4: 27,068 shares; 2025Q1: 26,074 shares 26,074 $2.06M 0.15% -994 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,935 shares; 2023Q3: 7,861 shares; 2023Q4: 7,760 shares; 2024Q1: 7,202 shares; 2024Q2: 7,738 shares; 2024Q3: 8,229 shares; 2024Q4: 6,972 shares; 2025Q1: 7,453 shares 7,453 $1.93M 0.14% +481 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: 3,682 shares; 2023Q3: 4,032 shares; 2023Q4: 4,241 shares; 2024Q1: 4,789 shares; 2024Q2: 5,023 shares; 2024Q3: 5,551 shares; 2024Q4: 5,395 shares; 2025Q1: 5,231 shares 5,231 $1.92M 0.14% -164 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: not reported; 2023Q3: not reported; 2023Q4: 4,628 shares; 2024Q1: 7,226 shares; 2024Q2: 8,988 shares; 2024Q3: 12,269 shares; 2024Q4: 11,319 shares; 2025Q1: 16,685 shares 16,685 $1.86M 0.14% +5,366 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: 1,569 shares; 2023Q3: 1,605 shares; 2023Q4: 1,452 shares; 2024Q1: 1,452 shares; 2024Q2: 7,845 shares; 2024Q3: 8,190 shares; 2024Q4: 8,193 shares; 2025Q1: 8,193 shares 8,193 $1.82M 0.13% 0 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: 3,567 shares; 2023Q3: 3,642 shares; 2023Q4: 3,772 shares; 2024Q1: 3,669 shares; 2024Q2: 3,734 shares; 2024Q3: 3,753 shares; 2024Q4: 3,511 shares; 2025Q1: 3,528 shares 3,528 $1.81M 0.13% +17 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,524 shares; 2023Q3: 26,601 shares; 2023Q4: 24,848 shares; 2024Q1: 23,252 shares; 2024Q2: 23,246 shares; 2024Q3: 23,296 shares; 2024Q4: 47,819 shares; 2025Q1: 80,030 shares 80,030 $1.77M 0.13% +32,211 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: 2,722 shares; 2023Q3: 3,286 shares; 2023Q4: 4,389 shares; 2024Q1: 6,654 shares; 2024Q2: 7,567 shares; 2024Q3: 9,698 shares; 2024Q4: 9,626 shares; 2025Q1: 10,355 shares 10,355 $1.76M 0.13% +729 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 15,941 shares; 2023Q3: 15,928 shares; 2023Q4: 15,918 shares; 2024Q1: 15,872 shares; 2024Q2: 15,888 shares; 2024Q3: 15,848 shares; 2024Q4: 15,824 shares; 2025Q1: 15,627 shares 15,627 $1.76M 0.13% -197 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: 14,573 shares; 2023Q3: 15,462 shares; 2023Q4: 10,339 shares; 2024Q1: 10,300 shares; 2024Q2: 11,075 shares; 2024Q3: 10,292 shares; 2024Q4: 10,121 shares; 2025Q1: 9,934 shares 9,934 $1.7M 0.13% -187 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; 2023Q2: 24,060 shares; 2023Q3: 25,396 shares; 2023Q4: 19,751 shares; 2024Q1: 19,370 shares; 2024Q2: 19,299 shares; 2024Q3: 19,519 shares; 2024Q4: 19,390 shares; 2025Q1: 18,716 shares 18,716 $1.69M 0.13% -674 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: 826 shares; 2023Q3: 1,208 shares; 2023Q4: 1,325 shares; 2024Q1: 1,994 shares; 2024Q2: 2,217 shares; 2024Q3: 2,765 shares; 2024Q4: 1,495 shares; 2025Q1: 1,741 shares 1,741 $1.65M 0.12% +246 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,172 shares; 2023Q3: 20,125 shares; 2023Q4: 19,723 shares; 2024Q1: 19,434 shares; 2024Q2: 19,461 shares; 2024Q3: 19,300 shares; 2024Q4: 18,637 shares; 2025Q1: 18,723 shares 18,723 $1.61M 0.12% +86 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,522 shares; 2024Q1: 3,522 shares; 2024Q2: 3,454 shares; 2024Q3: 3,591 shares; 2024Q4: 4,530 shares; 2025Q1: 4,525 shares 4,525 $1.6M 0.12% -5 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: 4,555 shares; 2023Q3: 5,815 shares; 2023Q4: 5,238 shares; 2024Q1: 5,997 shares; 2024Q2: 6,063 shares; 2024Q3: 6,483 shares; 2024Q4: 6,116 shares; 2025Q1: 7,408 shares 7,408 $1.55M 0.11% +1,292 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 36,225 shares; 2024Q1: 26,497 shares; 2024Q2: 26,457 shares; 2024Q3: 26,135 shares; 2024Q4: 24,876 shares; 2025Q1: 23,770 shares 23,770 $1.55M 0.11% -1,106 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: 2,122 shares; 2023Q3: 5,893 shares; 2023Q4: 21,259 shares; 2024Q1: 23,542 shares; 2024Q2: 24,697 shares; 2024Q3: 26,416 shares; 2024Q4: 25,319 shares; 2025Q1: 22,223 shares 22,223 $1.54M 0.11% -3,096 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 4,658 shares; 2023Q4: 41,064 shares; 2024Q1: 36,962 shares; 2024Q2: 34,288 shares; 2024Q3: 34,436 shares; 2024Q4: 27,414 shares; 2025Q1: 26,949 shares 26,949 $1.53M 0.11% -465 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: 3,649 shares; 2023Q3: 3,954 shares; 2023Q4: 4,358 shares; 2024Q1: 5,648 shares; 2024Q2: 6,388 shares; 2024Q3: 8,158 shares; 2024Q4: 6,968 shares; 2025Q1: 9,090 shares 9,090 $1.51M 0.11% +2,122 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: not reported; 2023Q3: not reported; 2023Q4: 2,046 shares; 2024Q1: 3,877 shares; 2024Q2: 4,371 shares; 2024Q3: 5,307 shares; 2024Q4: 5,183 shares; 2025Q1: 5,609 shares 5,609 $1.51M 0.11% +426 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,372 shares; 2023Q3: 1,395 shares; 2023Q4: 1,451 shares; 2024Q1: 1,541 shares; 2024Q2: 1,553 shares; 2024Q3: 1,721 shares; 2024Q4: 1,779 shares; 2025Q1: 1,839 shares 1,839 $1.46M 0.11% +60 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: not reported; 2023Q3: not reported; 2023Q4: 2,764 shares; 2024Q1: 4,434 shares; 2024Q2: 3,797 shares; 2024Q3: 8,897 shares; 2024Q4: 48,169 shares; 2025Q1: 57,549 shares 57,549 $1.46M 0.11% +9,380 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,643 shares; 2024Q2: 9,455 shares; 2024Q3: 13,956 shares; 2024Q4: 11,658 shares; 2025Q1: 69,576 shares 69,576 $1.45M 0.11% +57,918 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,195 shares; 2024Q1: 7,039 shares; 2024Q2: 10,614 shares; 2024Q3: 14,697 shares; 2024Q4: 14,040 shares; 2025Q1: 22,014 shares 22,014 $1.42M 0.11% +7,974 DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 10,759 shares; 2023Q4: 17,023 shares; 2024Q1: 30,529 shares; 2024Q2: 33,814 shares; 2024Q3: 39,080 shares; 2024Q4: 51,178 shares; 2025Q1: 59,456 shares 59,456 $1.42M 0.1% +8,278 Timeline XLRE 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; 2023Q2: 26,826 shares; 2023Q3: 26,558 shares; 2023Q4: 35,803 shares; 2024Q1: 35,317 shares; 2024Q2: 33,911 shares; 2024Q3: 32,690 shares; 2024Q4: 31,312 shares; 2025Q1: 33,224 shares 33,224 $1.39M 0.1% +1,912 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: 3,283 shares; 2023Q3: 4,599 shares; 2023Q4: 4,824 shares; 2024Q1: 7,077 shares; 2024Q2: 10,135 shares; 2024Q3: 11,085 shares; 2024Q4: 10,451 shares; 2025Q1: 11,422 shares 11,422 $1.36M 0.1% +971 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: not reported; 2023Q3: 1,279 shares; 2023Q4: 1,309 shares; 2024Q1: 2,229 shares; 2024Q2: 2,438 shares; 2024Q3: 2,794 shares; 2024Q4: 3,024 shares; 2025Q1: 3,864 shares 3,864 $1.35M 0.1% +840 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: 1,397 shares; 2023Q3: 1,608 shares; 2023Q4: 1,435 shares; 2024Q1: 1,869 shares; 2024Q2: 1,814 shares; 2024Q3: 2,336 shares; 2024Q4: 2,343 shares; 2025Q1: 2,465 shares 2,465 $1.35M 0.1% +122 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,167 shares; 2024Q2: 9,852 shares; 2024Q3: 14,713 shares; 2024Q4: 12,900 shares; 2025Q1: 23,434 shares 23,434 $1.3M 0.1% +10,534 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: 1,170 shares; 2023Q4: 1,171 shares; 2024Q1: 1,171 shares; 2024Q2: 1,628 shares; 2024Q3: 1,629 shares; 2024Q4: 1,629 shares; 2025Q1: 4,570 shares 4,570 $1.26M 0.09% +2,941 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: 460 shares; 2023Q3: 706 shares; 2023Q4: 1,231 shares; 2024Q1: 1,252 shares; 2024Q2: 1,415 shares; 2024Q3: 1,631 shares; 2024Q4: 1,707 shares; 2025Q1: 1,870 shares 1,870 $1.24M 0.09% +163 Timeline SPMD 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,063 shares 24,063 $1.23M 0.09% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,386 shares; 2024Q1: 3,832 shares; 2024Q2: 4,153 shares; 2024Q3: 4,237 shares; 2024Q4: 5,925 shares; 2025Q1: 6,937 shares 6,937 $1.22M 0.09% +1,012 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; 2023Q2: 15,643 shares; 2023Q3: 15,005 shares; 2023Q4: 14,636 shares; 2024Q1: 13,920 shares; 2024Q2: 14,412 shares; 2024Q3: 13,841 shares; 2024Q4: 12,977 shares; 2025Q1: 13,057 shares 13,057 $1.22M 0.09% +80 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 22,695 shares; 2024Q1: 36,381 shares; 2024Q2: 40,781 shares; 2024Q3: 58,934 shares; 2024Q4: 69,841 shares; 2025Q1: 88,492 shares 88,492 $1.21M 0.09% +18,651 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: 8,250 shares; 2023Q3: 11,438 shares; 2023Q4: 11,423 shares; 2024Q1: 14,344 shares; 2024Q2: 10,527 shares; 2024Q3: 17,925 shares; 2024Q4: 17,159 shares; 2025Q1: 19,391 shares 19,391 $1.2M 0.09% +2,232 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 20,816 shares; 2024Q1: 86,779 shares; 2024Q2: 117,109 shares; 2024Q3: 163,330 shares; 2024Q4: 189,320 shares; 2025Q1: 214,117 shares 214,117 $1.18M 0.09% +24,797 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,571 shares; 2023Q3: 4,651 shares; 2023Q4: 4,608 shares; 2024Q1: 4,619 shares; 2024Q2: 5,809 shares; 2024Q3: 6,074 shares; 2024Q4: 6,106 shares; 2025Q1: 5,909 shares 5,909 $1.18M 0.09% -197 Timeline VAW 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: 6,445 shares; 2023Q3: 7,115 shares; 2023Q4: 6,902 shares; 2024Q1: 6,633 shares; 2024Q2: 6,194 shares; 2024Q3: 6,371 shares; 2024Q4: 6,337 shares; 2025Q1: 6,187 shares 6,187 $1.17M 0.09% -150 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: 3,035 shares; 2023Q3: 2,898 shares; 2023Q4: 3,115 shares; 2024Q1: 3,143 shares; 2024Q2: 3,508 shares; 2024Q3: 3,472 shares; 2024Q4: 2,513 shares; 2025Q1: 2,488 shares 2,488 $1.17M 0.09% -25 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: 2,341 shares; 2023Q3: 2,503 shares; 2023Q4: 2,475 shares; 2024Q1: 2,554 shares; 2024Q2: 2,859 shares; 2024Q3: 3,264 shares; 2024Q4: 2,742 shares; 2025Q1: 2,997 shares 2,997 $1.15M 0.09% +255 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: 3,086 shares; 2023Q3: 4,104 shares; 2023Q4: 3,865 shares; 2024Q1: 4,645 shares; 2024Q2: 6,327 shares; 2024Q3: 6,310 shares; 2024Q4: 7,256 shares; 2025Q1: 8,527 shares 8,527 $1.13M 0.08% +1,271 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: 6,962 shares; 2023Q3: 7,384 shares; 2023Q4: 7,716 shares; 2024Q1: 9,793 shares; 2024Q2: 10,980 shares; 2024Q3: 10,625 shares; 2024Q4: 12,395 shares; 2025Q1: 11,927 shares 11,927 $1.07M 0.08% -468 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15,350 shares; 2024Q2: 10,734 shares; 2024Q3: 20,513 shares; 2024Q4: 31,555 shares; 2025Q1: 36,607 shares 36,607 $1.06M 0.08% +5,052 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: 7,586 shares; 2023Q3: 9,491 shares; 2023Q4: 6,577 shares; 2024Q1: 6,582 shares; 2024Q2: 7,968 shares; 2024Q3: 7,755 shares; 2024Q4: 7,351 shares; 2025Q1: 7,528 shares 7,528 $1.05M 0.08% +177 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: 2,238 shares; 2023Q3: 2,369 shares; 2023Q4: 2,506 shares; 2024Q1: 2,622 shares; 2024Q2: 2,649 shares; 2024Q3: 2,736 shares; 2024Q4: 3,023 shares; 2025Q1: 3,270 shares 3,270 $1.02M 0.08% +247 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,193 shares; 2023Q3: 6,927 shares; 2023Q4: 6,927 shares; 2024Q1: 6,927 shares; 2024Q2: 6,722 shares; 2024Q3: 7,255 shares; 2024Q4: 7,255 shares; 2025Q1: 18,311 shares 18,311 $988K 0.07% +11,056 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: 9,334 shares; 2023Q3: 9,336 shares; 2023Q4: 5,648 shares; 2024Q1: 5,648 shares; 2024Q2: 5,649 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,277 shares 12,277 $987K 0.07% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 34,833 shares; 2024Q1: 93,119 shares; 2024Q2: 106,773 shares; 2024Q3: 111,745 shares; 2024Q4: 137,845 shares; 2025Q1: 155,985 shares 155,985 $959K 0.07% +18,140 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: 4,072 shares; 2023Q3: 4,763 shares; 2023Q4: 3,796 shares; 2024Q1: 4,112 shares; 2024Q2: 5,458 shares; 2024Q3: 5,923 shares; 2024Q4: 6,221 shares; 2025Q1: 7,163 shares 7,163 $949K 0.07% +942 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,537 shares; 2024Q2: 17,805 shares; 2024Q3: 23,419 shares; 2024Q4: 29,191 shares; 2025Q1: 32,988 shares 32,988 $933K 0.07% +3,797 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: not reported; 2023Q4: 3,695 shares; 2024Q1: 7,039 shares; 2024Q2: 8,793 shares; 2024Q3: 10,378 shares; 2024Q4: 10,607 shares; 2025Q1: 14,929 shares 14,929 $919K 0.07% +4,322 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: 18,633 shares; 2023Q3: 18,642 shares; 2023Q4: 18,495 shares; 2024Q1: 18,383 shares; 2024Q2: 17,924 shares; 2024Q3: 17,909 shares; 2024Q4: 17,929 shares; 2025Q1: 17,936 shares 17,936 $912K 0.07% +7 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: 13,615 shares; 2023Q3: 25,128 shares; 2023Q4: 20,975 shares; 2024Q1: 24,852 shares; 2024Q2: 26,871 shares; 2024Q3: 28,232 shares; 2024Q4: 21,587 shares; 2025Q1: 21,824 shares 21,824 $911K 0.07% +237 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: 1,058 shares; 2023Q3: 1,373 shares; 2023Q4: 1,582 shares; 2024Q1: 2,222 shares; 2024Q2: 2,002 shares; 2024Q3: 2,770 shares; 2024Q4: 3,508 shares; 2025Q1: 3,391 shares 3,391 $910K 0.07% -117 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,165 shares; 2024Q2: 5,814 shares; 2024Q3: 7,546 shares; 2024Q4: 6,845 shares; 2025Q1: 9,514 shares 9,514 $903K 0.07% +2,669 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,657 shares; 2023Q3: 7,753 shares; 2023Q4: 7,838 shares; 2024Q1: 7,838 shares; 2024Q2: 7,800 shares; 2024Q3: 7,624 shares; 2024Q4: 7,732 shares; 2025Q1: 7,732 shares 7,732 $894K 0.07% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 9,097 shares; 2023Q3: 9,235 shares; 2023Q4: 9,394 shares; 2024Q1: 9,374 shares; 2024Q2: 8,843 shares; 2024Q3: 8,835 shares; 2024Q4: 8,946 shares; 2025Q1: 9,509 shares 9,509 $880K 0.07% +563 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; 2023Q2: 8,089 shares; 2023Q3: 8,589 shares; 2023Q4: 8,698 shares; 2024Q1: 9,381 shares; 2024Q2: 12,036 shares; 2024Q3: 12,431 shares; 2024Q4: 11,601 shares; 2025Q1: 12,344 shares 12,344 $875K 0.06% +743 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,980 shares; 2023Q3: 5,241 shares; 2023Q4: 6,831 shares; 2024Q1: 5,081 shares; 2024Q2: 10,358 shares; 2024Q3: 10,927 shares; 2024Q4: 10,064 shares; 2025Q1: 11,865 shares 11,865 $872K 0.06% +1,801 Timeline HYG 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: 2,605 shares; 2024Q1: 7,605 shares; 2024Q2: 10,705 shares; 2024Q3: 11,305 shares; 2024Q4: 11,505 shares; 2025Q1: 11,005 shares 11,005 $868K 0.06% -500 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: not reported; 2023Q3: 1,424 shares; 2023Q4: not reported; 2024Q1: 2,412 shares; 2024Q2: 4,953 shares; 2024Q3: 4,694 shares; 2024Q4: 4,918 shares; 2025Q1: 5,164 shares 5,164 $864K 0.06% +246 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: not reported; 2023Q3: 4,063 shares; 2023Q4: 4,063 shares; 2024Q1: 4,063 shares; 2024Q2: 7,879 shares; 2024Q3: 7,737 shares; 2024Q4: 4,565 shares; 2025Q1: 4,431 shares 4,431 $860K 0.06% -134 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: 531 shares; 2023Q3: 833 shares; 2023Q4: 882 shares; 2024Q1: 1,021 shares; 2024Q2: 3,011 shares; 2024Q3: 2,312 shares; 2024Q4: 1,770 shares; 2025Q1: 1,592 shares 1,592 $834K 0.06% -178 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 7,003 shares; 2023Q3: 6,484 shares; 2023Q4: 4,054 shares; 2024Q1: 5,252 shares; 2024Q2: 5,507 shares; 2024Q3: 5,886 shares; 2024Q4: 5,339 shares; 2025Q1: 5,506 shares 5,506 $826K 0.06% +167 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: 2,436 shares; 2023Q3: 2,704 shares; 2023Q4: 2,621 shares; 2024Q1: 2,617 shares; 2024Q2: 2,657 shares; 2024Q3: 2,825 shares; 2024Q4: 2,796 shares; 2025Q1: 3,070 shares 3,070 $819K 0.06% +274 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; 2023Q2: 725 shares; 2023Q3: 733 shares; 2023Q4: 767 shares; 2024Q1: 790 shares; 2024Q2: 789 shares; 2024Q3: 806 shares; 2024Q4: 801 shares; 2025Q1: 825 shares 825 $815K 0.06% +24 Timeline E ENI SPA More: the full row for ENI SPA 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: 12,514 shares; 2024Q4: 14,902 shares; 2025Q1: 26,328 shares 26,328 $814K 0.06% +11,426 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,903 shares; 2024Q1: 21,799 shares; 2024Q2: 28,965 shares; 2024Q3: 34,676 shares; 2024Q4: 21,070 shares; 2025Q1: 29,555 shares 29,555 $802K 0.06% +8,485 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,412 shares; 2024Q2: 5,961 shares; 2024Q3: 8,065 shares; 2024Q4: 9,061 shares; 2025Q1: 9,831 shares 9,831 $801K 0.06% +770 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1 shares 1 $798K 0.06% 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: 1,158 shares; 2023Q3: 1,258 shares; 2023Q4: 1,400 shares; 2024Q1: 1,576 shares; 2024Q2: 1,543 shares; 2024Q3: 2,104 shares; 2024Q4: 2,274 shares; 2025Q1: 2,546 shares 2,546 $795K 0.06% +272 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 40,606 shares; 2024Q1: 52,508 shares; 2024Q2: 76,556 shares; 2024Q3: 85,540 shares; 2024Q4: 99,201 shares; 2025Q1: 118,370 shares 118,370 $793K 0.06% +19,169 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 14,255 shares; 2024Q2: 16,455 shares; 2024Q3: 21,330 shares; 2024Q4: 22,244 shares; 2025Q1: 25,867 shares 25,867 $792K 0.06% +3,623 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 45,640 shares; 2023Q3: 46,879 shares; 2023Q4: 14,610 shares; 2024Q1: 14,610 shares; 2024Q2: 14,610 shares; 2024Q3: 14,610 shares; 2024Q4: 14,590 shares; 2025Q1: 14,590 shares 14,590 $789K 0.06% 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: 1,008 shares; 2023Q3: 1,141 shares; 2023Q4: 1,294 shares; 2024Q1: 1,789 shares; 2024Q2: 2,007 shares; 2024Q3: 2,415 shares; 2024Q4: 2,507 shares; 2025Q1: 2,525 shares 2,525 $788K 0.06% +18 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: not reported; 2023Q3: 3,677 shares; 2023Q4: 8,299 shares; 2024Q1: 5,517 shares; 2024Q2: 5,997 shares; 2024Q3: 6,262 shares; 2024Q4: 4,627 shares; 2025Q1: 4,667 shares 4,667 $775K 0.06% +40 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,255 shares; 2024Q1: 7,003 shares; 2024Q2: 8,655 shares; 2024Q3: 9,506 shares; 2024Q4: 11,905 shares; 2025Q1: 12,881 shares 12,881 $773K 0.06% +976 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,253 shares; 2024Q1: 15,049 shares; 2024Q2: 18,237 shares; 2024Q3: 25,022 shares; 2024Q4: 25,075 shares; 2025Q1: 38,649 shares 38,649 $757K 0.06% +13,574 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: 2,421 shares; 2023Q4: 2,726 shares; 2024Q1: 3,452 shares; 2024Q2: 4,214 shares; 2024Q3: 4,647 shares; 2024Q4: 5,260 shares; 2025Q1: 6,752 shares 6,752 $747K 0.06% +1,492 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,451 shares; 2024Q1: 25,461 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,425 shares 49,425 $735K 0.05% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,223 shares; 2024Q2: 11,406 shares; 2024Q3: 15,285 shares; 2024Q4: 17,416 shares; 2025Q1: 20,302 shares 20,302 $733K 0.05% +2,886 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,099 shares; 2023Q3: 2,231 shares; 2023Q4: 2,099 shares; 2024Q1: 2,284 shares; 2024Q2: 3,011 shares; 2024Q3: 3,288 shares; 2024Q4: 3,589 shares; 2025Q1: 4,065 shares 4,065 $730K 0.05% +476 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,496 shares; 2024Q1: 34,056 shares; 2024Q2: 40,768 shares; 2024Q3: 51,662 shares; 2024Q4: 63,799 shares; 2025Q1: 77,727 shares 77,727 $728K 0.05% +13,928 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: not reported; 2023Q3: not reported; 2023Q4: 3,793 shares; 2024Q1: 5,054 shares; 2024Q2: 6,139 shares; 2024Q3: 7,207 shares; 2024Q4: 8,743 shares; 2025Q1: 10,154 shares 10,154 $727K 0.05% +1,411 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: 2,660 shares; 2023Q3: 2,905 shares; 2023Q4: 3,206 shares; 2024Q1: 3,073 shares; 2024Q2: 3,358 shares; 2024Q3: 3,608 shares; 2024Q4: 3,854 shares; 2025Q1: 4,531 shares 4,531 $719K 0.05% +677 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: not reported; 2023Q4: 14,240 shares; 2024Q1: 28,882 shares; 2024Q2: 36,146 shares; 2024Q3: 51,031 shares; 2024Q4: 46,429 shares; 2025Q1: 46,429 shares 46,429 $718K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 641 shares; 2023Q3: 783 shares; 2023Q4: 712 shares; 2024Q1: 1,007 shares; 2024Q2: 1,084 shares; 2024Q3: 1,547 shares; 2024Q4: 1,205 shares; 2025Q1: 1,541 shares 1,541 $718K 0.05% +336 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 652 shares; 2024Q2: 652 shares; 2024Q3: 622 shares; 2024Q4: 622 shares; 2025Q1: 1,973 shares 1,973 $712K 0.05% +1,351 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; 2023Q2: 3,815 shares; 2023Q3: 3,815 shares; 2023Q4: 4,868 shares; 2024Q1: 4,920 shares; 2024Q2: 7,456 shares; 2024Q3: 7,432 shares; 2024Q4: 29,740 shares; 2025Q1: 27,974 shares 27,974 $700K 0.05% -1,766 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,231 shares; 2023Q3: 26,104 shares; 2023Q4: 26,104 shares; 2024Q1: 26,104 shares; 2024Q2: 26,140 shares; 2024Q3: 26,606 shares; 2024Q4: 1,943 shares; 2025Q1: 2,725 shares 2,725 $700K 0.05% +782 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: not reported; 2023Q4: 4,643 shares; 2024Q1: 5,425 shares; 2024Q2: 6,640 shares; 2024Q3: 9,831 shares; 2024Q4: 8,866 shares; 2025Q1: 11,453 shares 11,453 $682K 0.05% +2,587 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,867 shares; 2024Q3: 3,867 shares; 2024Q4: 3,867 shares; 2025Q1: 3,887 shares 3,887 $673K 0.05% +20 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: 1,950 shares; 2023Q3: 2,181 shares; 2023Q4: 1,230 shares; 2024Q1: 1,550 shares; 2024Q2: 2,152 shares; 2024Q3: 1,697 shares; 2024Q4: 1,982 shares; 2025Q1: 2,012 shares 2,012 $664K 0.05% +30 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: 1,143 shares; 2023Q3: 1,292 shares; 2023Q4: 1,448 shares; 2024Q1: 2,728 shares; 2024Q2: 2,649 shares; 2024Q3: 3,108 shares; 2024Q4: 2,955 shares; 2025Q1: 2,820 shares 2,820 $658K 0.05% -135 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,158 shares; 2023Q3: 1,426 shares; 2023Q4: 1,223 shares; 2024Q1: 1,462 shares; 2024Q2: 1,501 shares; 2024Q3: 1,597 shares; 2024Q4: 3,227 shares; 2025Q1: 3,831 shares 3,831 $654K 0.05% +604 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: 5,633 shares; 2024Q3: 7,658 shares; 2024Q4: 9,013 shares; 2025Q1: 11,233 shares 11,233 $645K 0.05% +2,220 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,063 shares; 2024Q2: 4,205 shares; 2024Q3: 5,855 shares; 2024Q4: 5,876 shares; 2025Q1: 7,385 shares 7,385 $643K 0.05% +1,509 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,496 shares; 2024Q1: 9,498 shares; 2024Q2: 11,706 shares; 2024Q3: 8,897 shares; 2024Q4: 10,012 shares; 2025Q1: 13,174 shares 13,174 $639K 0.05% +3,162 Timeline NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 204,987 shares; 2024Q2: 661,194 shares; 2024Q3: 661,194 shares; 2024Q4: 636,194 shares; 2025Q1: 638,784 shares 638,784 $639K 0.05% +2,590 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: 915 shares; 2023Q3: 1,139 shares; 2023Q4: 1,042 shares; 2024Q1: 1,060 shares; 2024Q2: 1,084 shares; 2024Q3: 1,185 shares; 2024Q4: 1,107 shares; 2025Q1: 1,228 shares 1,228 $624K 0.05% +121 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: not reported; 2023Q4: not reported; 2024Q1: 2,095 shares; 2024Q2: 5,525 shares; 2024Q3: 2,598 shares; 2024Q4: 2,515 shares; 2025Q1: 3,110 shares 3,110 $622K 0.05% +595 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,195 shares; 2025Q1: 7,138 shares 7,138 $621K 0.05% +3,943 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: 7,387 shares; 2024Q3: 10,915 shares; 2024Q4: 11,961 shares; 2025Q1: 12,312 shares 12,312 $620K 0.05% +351 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,015 shares; 2023Q3: 2,056 shares; 2023Q4: 1,612 shares; 2024Q1: 1,724 shares; 2024Q2: 1,777 shares; 2024Q3: 1,812 shares; 2024Q4: 1,793 shares; 2025Q1: 1,837 shares 1,837 $619K 0.05% +44 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: 5,750 shares; 2024Q4: 12,099 shares; 2025Q1: 13,417 shares 13,417 $618K 0.05% +1,318 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,555 shares; 2023Q3: 2,541 shares; 2023Q4: 2,108 shares; 2024Q1: 2,107 shares; 2024Q2: 2,294 shares; 2024Q3: 2,303 shares; 2024Q4: 2,332 shares; 2025Q1: 2,484 shares 2,484 $616K 0.05% +152 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,320 shares; 2024Q2: 1,887 shares; 2024Q3: 1,826 shares; 2024Q4: 1,870 shares; 2025Q1: 2,471 shares 2,471 $614K 0.05% +601 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 469 shares; 2024Q2: 860 shares; 2024Q3: 837 shares; 2024Q4: 1,262 shares; 2025Q1: 1,409 shares 1,409 $613K 0.05% +147 Timeline TARS TARSUS PHARMACEUTICALS INC More: the full row for TARSUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 14,750 shares; 2023Q3: 15,200 shares; 2023Q4: 16,950 shares; 2024Q1: 14,000 shares; 2024Q2: 14,800 shares; 2024Q3: 15,400 shares; 2024Q4: 12,000 shares; 2025Q1: 11,700 shares 11,700 $601K 0.04% -300 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,086 shares; 2024Q1: 333 shares; 2024Q2: 334 shares; 2024Q3: 381 shares; 2024Q4: 395 shares; 2025Q1: 418 shares 418 $599K 0.04% +23 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 3,143 shares; 2023Q4: 4,679 shares; 2024Q1: 3,891 shares; 2024Q2: 6,327 shares; 2024Q3: 7,787 shares; 2024Q4: 5,730 shares; 2025Q1: 8,159 shares 8,159 $598K 0.04% +2,429 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: 3,192 shares; 2023Q3: 3,577 shares; 2023Q4: 3,880 shares; 2024Q1: 5,639 shares; 2024Q2: 5,679 shares; 2024Q3: 6,048 shares; 2024Q4: 6,079 shares; 2025Q1: 6,002 shares 6,002 $592K 0.04% -77 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,814 shares; 2023Q3: 6,668 shares; 2023Q4: 1,820 shares; 2024Q1: 2,084 shares; 2024Q2: 2,218 shares; 2024Q3: 2,426 shares; 2024Q4: 2,746 shares; 2025Q1: 2,780 shares 2,780 $589K 0.04% +34 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,268 shares; 2024Q2: 2,900 shares; 2024Q3: 3,980 shares; 2024Q4: 5,762 shares; 2025Q1: 6,275 shares 6,275 $577K 0.04% +513 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,884 shares; 2024Q1: 4,901 shares; 2024Q2: 5,015 shares; 2024Q3: 5,235 shares; 2024Q4: 4,793 shares; 2025Q1: 6,018 shares 6,018 $575K 0.04% +1,225 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,233 shares; 2024Q2: 2,400 shares; 2024Q3: 2,880 shares; 2024Q4: 3,943 shares; 2025Q1: 4,676 shares 4,676 $570K 0.04% +733 Timeline PDN 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: 16,881 shares; 2023Q3: 16,881 shares; 2023Q4: 16,881 shares; 2024Q1: 16,881 shares; 2024Q2: 16,881 shares; 2024Q3: 16,881 shares; 2024Q4: 16,881 shares; 2025Q1: 16,881 shares 16,881 $565K 0.04% 0 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: not reported; 2023Q4: not reported; 2024Q1: 35,594 shares; 2024Q2: 37,807 shares; 2024Q3: 52,824 shares; 2024Q4: 56,645 shares; 2025Q1: 71,962 shares 71,962 $558K 0.04% +15,317 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: 5,462 shares; 2024Q2: 5,804 shares; 2024Q3: 6,024 shares; 2024Q4: 6,397 shares; 2025Q1: 7,761 shares 7,761 $557K 0.04% +1,364 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: 759 shares; 2023Q3: 956 shares; 2023Q4: not reported; 2024Q1: 653 shares; 2024Q2: 836 shares; 2024Q3: 911 shares; 2024Q4: 958 shares; 2025Q1: 1,006 shares 1,006 $549K 0.04% +48 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA 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: not reported; 2024Q3: 8,204 shares; 2024Q4: 8,535 shares; 2025Q1: 10,507 shares 10,507 $547K 0.04% +1,972 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 591 shares; 2024Q2: 662 shares; 2024Q3: 1,041 shares; 2024Q4: 1,030 shares; 2025Q1: 1,101 shares 1,101 $545K 0.04% +71 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,516 shares; 2023Q3: 1,706 shares; 2023Q4: 1,803 shares; 2024Q1: 1,868 shares; 2024Q2: 2,139 shares; 2024Q3: 2,528 shares; 2024Q4: 2,377 shares; 2025Q1: 2,690 shares 2,690 $542K 0.04% +313 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; 2023Q2: 9,195 shares; 2023Q3: 12,026 shares; 2023Q4: 12,026 shares; 2024Q1: 12,026 shares; 2024Q2: 27,338 shares; 2024Q3: 9,195 shares; 2024Q4: 9,195 shares; 2025Q1: 9,195 shares 9,195 $542K 0.04% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,807 shares; 2024Q1: 4,221 shares; 2024Q2: 4,864 shares; 2024Q3: 5,506 shares; 2024Q4: 7,289 shares; 2025Q1: 7,046 shares 7,046 $526K 0.04% -243 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: 5,913 shares; 2024Q2: 6,898 shares; 2024Q3: 6,747 shares; 2024Q4: 9,687 shares; 2025Q1: 13,401 shares 13,401 $519K 0.04% +3,714 Timeline SLYG 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,057 shares; 2024Q3: 6,077 shares; 2024Q4: 6,077 shares; 2025Q1: 6,237 shares 6,237 $518K 0.04% +160 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6,308 shares; 2024Q2: 6,967 shares; 2024Q3: 9,154 shares; 2024Q4: 8,110 shares; 2025Q1: 10,238 shares 10,238 $516K 0.04% +2,128 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,045 shares; 2023Q3: 4,032 shares; 2023Q4: 4,195 shares; 2024Q1: 4,199 shares; 2024Q2: 4,202 shares; 2024Q3: 4,206 shares; 2024Q4: 1,650 shares; 2025Q1: 1,660 shares 1,660 $509K 0.04% +10 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,349 shares; 2024Q2: 2,626 shares; 2024Q3: 3,172 shares; 2024Q4: 3,873 shares; 2025Q1: 5,619 shares 5,619 $505K 0.04% +1,746 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 13,609 shares; 2024Q2: 15,453 shares; 2024Q3: 16,101 shares; 2024Q4: 16,070 shares; 2025Q1: 16,188 shares 16,188 $504K 0.04% +118 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: 4,853 shares; 2023Q3: 5,999 shares; 2023Q4: 6,003 shares; 2024Q1: 6,006 shares; 2024Q2: 6,422 shares; 2024Q3: 6,303 shares; 2024Q4: 6,307 shares; 2025Q1: 4,309 shares 4,309 $500K 0.04% -1,998 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,100 shares; 2023Q3: not reported; 2023Q4: 2,221 shares; 2024Q1: 2,250 shares; 2024Q2: 2,298 shares; 2024Q3: 2,313 shares; 2024Q4: 2,285 shares; 2025Q1: 2,419 shares 2,419 $497K 0.04% +134 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,403 shares; 2024Q2: 5,391 shares; 2024Q3: 6,496 shares; 2024Q4: 7,676 shares; 2025Q1: 10,898 shares 10,898 $494K 0.04% +3,222 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: 953 shares; 2024Q2: 1,141 shares; 2024Q3: 1,345 shares; 2024Q4: 1,541 shares; 2025Q1: 1,635 shares 1,635 $494K 0.04% +94 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: 14,418 shares; 2023Q3: 14,493 shares; 2023Q4: not reported; 2024Q1: 4,349 shares; 2024Q2: 4,066 shares; 2024Q3: 5,199 shares; 2024Q4: 4,153 shares; 2025Q1: 6,761 shares 6,761 $493K 0.04% +2,608 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: not reported; 2023Q4: 14,895 shares; 2024Q1: 24,637 shares; 2024Q2: 27,205 shares; 2024Q3: 29,478 shares; 2024Q4: 26,765 shares; 2025Q1: 36,127 shares 36,127 $492K 0.04% +9,362 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 4,798 shares; 2023Q3: 4,798 shares; 2023Q4: 4,798 shares; 2024Q1: 4,798 shares; 2024Q2: 4,798 shares; 2024Q3: 4,798 shares; 2024Q4: 4,798 shares; 2025Q1: 4,798 shares 4,798 $491K 0.04% 0 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,654 shares 6,654 $489K 0.04% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,442 shares; 2024Q1: 2,510 shares; 2024Q2: 2,688 shares; 2024Q3: 3,001 shares; 2024Q4: 2,827 shares; 2025Q1: 2,966 shares 2,966 $488K 0.04% +139 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: 4,114 shares; 2023Q3: 4,434 shares; 2023Q4: 1,587 shares; 2024Q1: 2,088 shares; 2024Q2: 2,421 shares; 2024Q3: 3,223 shares; 2024Q4: 2,851 shares; 2025Q1: 3,160 shares 3,160 $485K 0.04% +309 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 5,811 shares; 2024Q4: 18,542 shares; 2025Q1: 15,771 shares 15,771 $480K 0.04% -2,771 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,810 shares; 2024Q2: 5,241 shares; 2024Q3: 5,590 shares; 2024Q4: 6,245 shares; 2025Q1: 6,747 shares 6,747 $479K 0.04% +502 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,204 shares; 2024Q2: 1,270 shares; 2024Q3: 1,660 shares; 2024Q4: 1,465 shares; 2025Q1: 1,770 shares 1,770 $476K 0.04% +305 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: 15,567 shares; 2023Q3: 16,111 shares; 2023Q4: 17,585 shares; 2024Q1: 22,783 shares; 2024Q2: 16,189 shares; 2024Q3: 17,022 shares; 2024Q4: 17,537 shares; 2025Q1: 20,966 shares 20,966 $476K 0.04% +3,429 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,279 shares; 2024Q2: 16,598 shares; 2024Q3: 27,907 shares; 2024Q4: 36,266 shares; 2025Q1: 46,047 shares 46,047 $474K 0.04% +9,781 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,011 shares; 2024Q2: 3,495 shares; 2024Q3: 3,641 shares; 2024Q4: 4,233 shares; 2025Q1: 4,695 shares 4,695 $474K 0.04% +462 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,167 shares; 2024Q3: 1,223 shares; 2024Q4: 1,552 shares; 2025Q1: 1,693 shares 1,693 $460K 0.03% +141 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,403 shares; 2024Q3: 2,737 shares; 2024Q4: 3,501 shares; 2025Q1: 4,493 shares 4,493 $459K 0.03% +992 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,629 shares; 2024Q4: 1,729 shares; 2025Q1: 2,074 shares 2,074 $458K 0.03% +345 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,974 shares; 2024Q1: 8,974 shares; 2024Q2: 8,974 shares; 2024Q3: 8,974 shares; 2024Q4: 8,974 shares; 2025Q1: 8,974 shares 8,974 $457K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,313 shares; 2023Q3: 6,725 shares; 2023Q4: 6,401 shares; 2024Q1: 6,401 shares; 2024Q2: 5,475 shares; 2024Q3: 5,475 shares; 2024Q4: 5,552 shares; 2025Q1: 5,553 shares 5,553 $454K 0.03% +1 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 423 shares; 2025Q1: 479 shares 479 $453K 0.03% +56 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 5,258 shares; 2023Q3: 5,258 shares; 2023Q4: 5,277 shares; 2024Q1: 5,283 shares; 2024Q2: 5,288 shares; 2024Q3: 5,297 shares; 2024Q4: 5,471 shares; 2025Q1: 5,312 shares 5,312 $452K 0.03% -159 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,770 shares; 2024Q2: 3,201 shares; 2024Q3: 3,656 shares; 2024Q4: 4,115 shares; 2025Q1: 5,141 shares 5,141 $447K 0.03% +1,026 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,589 shares; 2023Q3: 3,694 shares; 2023Q4: 3,417 shares; 2024Q1: 3,677 shares; 2024Q2: 3,722 shares; 2024Q3: 3,663 shares; 2024Q4: 3,653 shares; 2025Q1: 3,359 shares 3,359 $431K 0.03% -294 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,246 shares; 2023Q3: 4,252 shares; 2023Q4: 3,035 shares; 2024Q1: 3,396 shares; 2024Q2: 3,545 shares; 2024Q3: 3,808 shares; 2024Q4: 3,745 shares; 2025Q1: 3,845 shares 3,845 $419K 0.03% +100 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,849 shares; 2024Q1: 2,784 shares; 2024Q2: 3,490 shares; 2024Q3: 3,861 shares; 2024Q4: 3,117 shares; 2025Q1: 3,698 shares 3,698 $417K 0.03% +581 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: 3,510 shares; 2023Q3: 5,609 shares; 2023Q4: not reported; 2024Q1: 5,718 shares; 2024Q2: not reported; 2024Q3: 6,562 shares; 2024Q4: 6,382 shares; 2025Q1: 6,813 shares 6,813 $416K 0.03% +431 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,355 shares; 2025Q1: 4,816 shares 4,816 $406K 0.03% +1,461 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,740 shares; 2024Q4: 1,372 shares; 2025Q1: 1,777 shares 1,777 $405K 0.03% +405 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: not reported; 2023Q4: not reported; 2024Q1: 2,038 shares; 2024Q2: 2,727 shares; 2024Q3: 3,215 shares; 2024Q4: 3,243 shares; 2025Q1: 3,313 shares 3,313 $404K 0.03% +70 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 468 shares; 2024Q2: 611 shares; 2024Q3: 766 shares; 2024Q4: 610 shares; 2025Q1: 938 shares 938 $401K 0.03% +328 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,128 shares; 2024Q2: 5,207 shares; 2024Q3: 6,256 shares; 2024Q4: 6,187 shares; 2025Q1: 6,222 shares 6,222 $397K 0.03% +35 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: not reported; 2023Q3: 1,260 shares; 2023Q4: 1,151 shares; 2024Q1: 1,292 shares; 2024Q2: 1,363 shares; 2024Q3: 1,821 shares; 2024Q4: 1,502 shares; 2025Q1: 1,668 shares 1,668 $394K 0.03% +166 Timeline KLAC KLA CORP More: the full row for KLA 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: 310 shares; 2024Q3: 409 shares; 2024Q4: 387 shares; 2025Q1: 577 shares 577 $392K 0.03% +190 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; 2023Q2: not reported; 2023Q3: 2,079 shares; 2023Q4: 2,492 shares; 2024Q1: 3,337 shares; 2024Q2: 3,662 shares; 2024Q3: 3,614 shares; 2024Q4: 2,959 shares; 2025Q1: 3,775 shares 3,775 $388K 0.03% +816 Timeline SPYM 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,897 shares 5,897 $388K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 1,432 shares; 2023Q3: 2,135 shares; 2023Q4: 2,259 shares; 2024Q1: 2,378 shares; 2024Q2: 2,217 shares; 2024Q3: 2,239 shares; 2024Q4: 2,190 shares; 2025Q1: 2,263 shares 2,263 $386K 0.03% +73 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,629 shares; 2024Q1: 4,691 shares; 2024Q2: 5,299 shares; 2024Q3: 3,017 shares; 2024Q4: 3,059 shares; 2025Q1: 3,436 shares 3,436 $385K 0.03% +377 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: 4,596 shares; 2025Q1: 5,271 shares 5,271 $383K 0.03% +675 Timeline PACIFIC PREMIER BANCORP INC PACIFIC PREMIER BANCORP INC More: the full row for PACIFIC PREMIER BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 16,303 shares; 2023Q3: 16,531 shares; 2023Q4: 16,781 shares; 2024Q1: 17,004 shares; 2024Q2: 17,243 shares; 2024Q3: 17,475 shares; 2024Q4: 17,675 shares; 2025Q1: 17,902 shares 17,902 $382K 0.03% +227 SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 18,116 shares; 2023Q3: 21,116 shares; 2023Q4: 18,116 shares; 2024Q1: 18,116 shares; 2024Q2: 18,100 shares; 2024Q3: 17,930 shares; 2024Q4: 17,730 shares; 2025Q1: 17,730 shares 17,730 $381K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,753 shares; 2023Q3: 3,015 shares; 2023Q4: 3,147 shares; 2024Q1: 3,202 shares; 2024Q2: 3,157 shares; 2024Q3: 3,147 shares; 2024Q4: 3,047 shares; 2025Q1: 3,085 shares 3,085 $381K 0.03% +38 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: not reported; 2024Q3: not reported; 2024Q4: 547 shares; 2025Q1: 688 shares 688 $378K 0.03% +141 Timeline BP BP PLC More: the full row for BP 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: 10,916 shares; 2025Q1: 11,148 shares 11,148 $377K 0.03% +232 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,463 shares; 2023Q3: 6,463 shares; 2023Q4: 6,469 shares; 2024Q1: 6,471 shares; 2024Q2: 6,473 shares; 2024Q3: 6,476 shares; 2024Q4: 6,478 shares; 2025Q1: 6,480 shares 6,480 $375K 0.03% +2 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 34,000 shares; 2024Q1: 14,375 shares; 2024Q2: 13,791 shares; 2024Q3: 13,791 shares; 2024Q4: 13,134 shares; 2025Q1: 13,134 shares 13,134 $374K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,528 shares; 2024Q2: 3,741 shares; 2024Q3: 4,903 shares; 2024Q4: not reported; 2025Q1: 5,478 shares 5,478 $372K 0.03% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 712 shares; 2024Q2: not reported; 2024Q3: 859 shares; 2024Q4: not reported; 2025Q1: 1,103 shares 1,103 $363K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 527 shares; 2024Q1: 647 shares; 2024Q2: 582 shares; 2024Q3: 693 shares; 2024Q4: 711 shares; 2025Q1: 770 shares 770 $361K 0.03% +59 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,348 shares; 2024Q3: 3,205 shares; 2024Q4: 2,200 shares; 2025Q1: 3,094 shares 3,094 $361K 0.03% +894 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: not reported; 2023Q3: 11,391 shares; 2023Q4: 40,527 shares; 2024Q1: 51,918 shares; 2024Q2: 86,322 shares; 2024Q3: 97,344 shares; 2024Q4: 75,273 shares; 2025Q1: 94,353 shares 94,353 $360K 0.03% +19,080 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11,571 shares; 2024Q2: 14,450 shares; 2024Q3: 18,917 shares; 2024Q4: 19,930 shares; 2025Q1: 23,226 shares 23,226 $357K 0.03% +3,296 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,867 shares 6,867 $354K 0.03% new 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: 5,116 shares; 2024Q2: 8,356 shares; 2024Q3: 7,860 shares; 2024Q4: 6,338 shares; 2025Q1: 6,699 shares 6,699 $351K 0.03% +361 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE 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: not reported; 2024Q3: not reported; 2024Q4: 13,104 shares; 2025Q1: 13,974 shares 13,974 $348K 0.03% +870 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,777 shares; 2024Q2: not reported; 2024Q3: 6,519 shares; 2024Q4: 6,293 shares; 2025Q1: 8,268 shares 8,268 $342K 0.03% +1,975 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,386 shares; 2023Q3: 2,402 shares; 2023Q4: 2,420 shares; 2024Q1: 2,433 shares; 2024Q2: 2,413 shares; 2024Q3: 2,426 shares; 2024Q4: 2,469 shares; 2025Q1: 2,484 shares 2,484 $337K 0.02% +15 Timeline FOXA 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: 5,014 shares; 2024Q4: 5,385 shares; 2025Q1: 5,949 shares 5,949 $337K 0.02% +564 Timeline DOX AMDOCS LTD More: the full row for AMDOCS 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: 2,762 shares; 2024Q4: 2,552 shares; 2025Q1: 3,651 shares 3,651 $334K 0.02% +1,099 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,787 shares; 2024Q4: 5,784 shares; 2025Q1: 5,325 shares 5,325 $324K 0.02% -459 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,515 shares; 2024Q4: 1,594 shares; 2025Q1: 1,862 shares 1,862 $321K 0.02% +268 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,411 shares; 2024Q4: not reported; 2025Q1: 4,126 shares 4,126 $320K 0.02% new Timeline IJR 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: 2,064 shares; 2024Q1: 2,064 shares; 2024Q2: 2,701 shares; 2024Q3: 3,055 shares; 2024Q4: 3,055 shares; 2025Q1: 3,055 shares 3,055 $319K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,737 shares; 2024Q2: not reported; 2024Q3: 4,201 shares; 2024Q4: 4,275 shares; 2025Q1: 4,716 shares 4,716 $319K 0.02% +441 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 13,587 shares; 2023Q3: 31,147 shares; 2023Q4: 31,147 shares; 2024Q1: 42,747 shares; 2024Q2: 65,047 shares; 2024Q3: 91,467 shares; 2024Q4: 101,575 shares; 2025Q1: 101,575 shares 101,575 $319K 0.02% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,169 shares; 2024Q2: 3,753 shares; 2024Q3: 5,101 shares; 2024Q4: 4,693 shares; 2025Q1: 5,300 shares 5,300 $318K 0.02% +607 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,377 shares; 2024Q1: 3,377 shares; 2024Q2: 3,446 shares; 2024Q3: 3,524 shares; 2024Q4: 3,129 shares; 2025Q1: 3,383 shares 3,383 $318K 0.02% +254 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,508 shares; 2024Q2: 5,133 shares; 2024Q3: 6,692 shares; 2024Q4: 6,341 shares; 2025Q1: 6,738 shares 6,738 $317K 0.02% +397 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,540 shares; 2024Q3: 9,935 shares; 2024Q4: 7,773 shares; 2025Q1: 8,451 shares 8,451 $312K 0.02% +678 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 944 shares; 2024Q2: not reported; 2024Q3: 1,014 shares; 2024Q4: 1,016 shares; 2025Q1: 1,171 shares 1,171 $310K 0.02% +155 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,965 shares; 2024Q4: 2,071 shares; 2025Q1: 2,180 shares 2,180 $308K 0.02% +109 Timeline INTU INTUIT More: the full row for INTUIT 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: 500 shares 500 $307K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC 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: 1,964 shares; 2024Q4: 2,378 shares; 2025Q1: 2,755 shares 2,755 $306K 0.02% +377 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,554 shares; 2023Q3: 3,745 shares; 2023Q4: 3,960 shares; 2024Q1: 4,180 shares; 2024Q2: 4,143 shares; 2024Q3: 4,943 shares; 2024Q4: 4,855 shares; 2025Q1: 4,691 shares 4,691 $306K 0.02% -164 Timeline SO SOUTHERN CO More: the full row for SOUTHERN 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: not reported; 2024Q4: not reported; 2025Q1: 3,301 shares 3,301 $304K 0.02% new 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,527 shares; 2025Q1: 4,901 shares 4,901 $302K 0.02% +374 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO 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: 2,877 shares; 2024Q4: 2,976 shares; 2025Q1: 3,923 shares 3,923 $300K 0.02% +947 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 59 shares; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 65 shares 65 $300K 0.02% +11 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,400 shares; 2024Q1: 2,390 shares; 2024Q2: 2,470 shares; 2024Q3: 2,776 shares; 2024Q4: 2,649 shares; 2025Q1: 2,895 shares 2,895 $299K 0.02% +246 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,185 shares; 2024Q3: 2,212 shares; 2024Q4: 1,917 shares; 2025Q1: 2,049 shares 2,049 $299K 0.02% +132 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: 15,327 shares; 2024Q4: 17,965 shares; 2025Q1: 18,626 shares 18,626 $298K 0.02% +661 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER 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: 361 shares; 2024Q2: 405 shares; 2024Q3: 504 shares; 2024Q4: 410 shares; 2025Q1: 505 shares 505 $298K 0.02% +95 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 3,823 shares; 2023Q3: 3,835 shares; 2023Q4: 3,867 shares; 2024Q1: 3,871 shares; 2024Q2: 3,912 shares; 2024Q3: 3,924 shares; 2024Q4: 3,962 shares; 2025Q1: 3,970 shares 3,970 $297K 0.02% +8 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 6,163 shares; 2023Q3: 6,930 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,282 shares; 2025Q1: 2,824 shares 2,824 $297K 0.02% -458 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,744 shares; 2024Q2: 1,883 shares; 2024Q3: 2,056 shares; 2024Q4: 1,737 shares; 2025Q1: 1,758 shares 1,758 $295K 0.02% +21 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,640 shares; 2023Q3: 2,489 shares; 2023Q4: 2,818 shares; 2024Q1: 3,041 shares; 2024Q2: 3,221 shares; 2024Q3: 1,105 shares; 2024Q4: 2,075 shares; 2025Q1: 2,131 shares 2,131 $292K 0.02% +56 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 494 shares; 2024Q2: 578 shares; 2024Q3: 753 shares; 2024Q4: 773 shares; 2025Q1: 586 shares 586 $292K 0.02% -187 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: 14,823 shares; 2023Q3: 10,644 shares; 2023Q4: 11,576 shares; 2024Q1: 15,294 shares; 2024Q2: 17,845 shares; 2024Q3: 16,736 shares; 2024Q4: 17,945 shares; 2025Q1: 11,455 shares 11,455 $290K 0.02% -6,490 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,518 shares; 2024Q3: 3,292 shares; 2024Q4: 9,875 shares; 2025Q1: 10,363 shares 10,363 $290K 0.02% +488 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,329 shares; 2024Q3: 2,497 shares; 2024Q4: 2,346 shares; 2025Q1: 3,086 shares 3,086 $289K 0.02% +740 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP 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: 2,936 shares; 2024Q3: 3,252 shares; 2024Q4: 3,291 shares; 2025Q1: 3,499 shares 3,499 $288K 0.02% +208 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK 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: 5,085 shares; 2024Q3: 5,616 shares; 2024Q4: 5,496 shares; 2025Q1: 5,237 shares 5,237 $287K 0.02% -259 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S 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: 14,361 shares 14,361 $281K 0.02% new Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD 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: 14,243 shares 14,243 $277K 0.02% new NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,882 shares; 2024Q4: not reported; 2025Q1: 4,207 shares 4,207 $276K 0.02% new Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 3,733 shares; 2025Q1: 3,990 shares 3,990 $275K 0.02% +257 Timeline FTS FORTIS INC More: the full row for FORTIS 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: 6,000 shares 6,000 $273K 0.02% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,337 shares; 2024Q2: not reported; 2024Q3: 7,659 shares; 2024Q4: 8,572 shares; 2025Q1: 12,407 shares 12,407 $272K 0.02% +3,835 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,058 shares; 2024Q3: 16,445 shares; 2024Q4: 19,633 shares; 2025Q1: 22,744 shares 22,744 $271K 0.02% +3,111 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 661 shares; 2024Q4: 701 shares; 2025Q1: 726 shares 726 $270K 0.02% +25 Timeline GIB CGI INC More: the full row for CGI 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: 2,355 shares; 2024Q3: 3,587 shares; 2024Q4: 3,650 shares; 2025Q1: 2,705 shares 2,705 $270K 0.02% -945 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,852 shares; 2024Q1: 6,800 shares; 2024Q2: 6,800 shares; 2024Q3: 6,865 shares; 2024Q4: 6,865 shares; 2025Q1: 6,790 shares 6,790 $266K 0.02% -75 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 22,402 shares; 2023Q4: 22,681 shares; 2024Q1: 23,386 shares; 2024Q2: 31,057 shares; 2024Q3: 31,482 shares; 2024Q4: 7,711 shares; 2025Q1: 7,711 shares 7,711 $263K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 4,478 shares; 2024Q4: 4,351 shares; 2025Q1: 4,965 shares 4,965 $263K 0.02% +614 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 939 shares; 2024Q4: 932 shares; 2025Q1: 1,057 shares 1,057 $262K 0.02% +125 Timeline PXH 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: 11,986 shares; 2023Q3: 11,986 shares; 2023Q4: 11,986 shares; 2024Q1: 11,986 shares; 2024Q2: 11,986 shares; 2024Q3: 11,986 shares; 2024Q4: 11,986 shares; 2025Q1: 11,986 shares 11,986 $261K 0.02% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW 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: 8,157 shares; 2024Q4: not reported; 2025Q1: 9,180 shares 9,180 $260K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,681 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,844 shares 3,844 $260K 0.02% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 890 shares; 2024Q4: 783 shares; 2025Q1: 850 shares 850 $259K 0.02% +67 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 899 shares 899 $254K 0.02% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 411 shares 411 $250K 0.02% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 675 shares; 2023Q4: 596 shares; 2024Q1: 1,206 shares; 2024Q2: 670 shares; 2024Q3: 575 shares; 2024Q4: 1,065 shares; 2025Q1: 587 shares 587 $246K 0.02% -478 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS 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: 1,414 shares 1,414 $244K 0.02% new Timeline IG PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 11,762 shares; 2023Q3: 11,762 shares; 2023Q4: 11,762 shares; 2024Q1: 11,762 shares; 2024Q2: 11,762 shares; 2024Q3: 11,762 shares; 2024Q4: 11,762 shares; 2025Q1: 11,762 shares 11,762 $243K 0.02% 0 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: 803 shares; 2024Q2: 990 shares; 2024Q3: 1,040 shares; 2024Q4: 991 shares; 2025Q1: 953 shares 953 $242K 0.02% -38 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL 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: 3,092 shares; 2024Q3: 3,780 shares; 2024Q4: 3,366 shares; 2025Q1: 3,670 shares 3,670 $241K 0.02% +304 Timeline IYW 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: 1,714 shares; 2024Q1: 1,714 shares; 2024Q2: 1,714 shares; 2024Q3: 1,714 shares; 2024Q4: 1,714 shares; 2025Q1: 1,713 shares 1,713 $241K 0.02% -1 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS 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: 7,315 shares 7,315 $239K 0.02% new Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,945 shares; 2024Q4: not reported; 2025Q1: 9,367 shares 9,367 $238K 0.02% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,337 shares 16,337 $237K 0.02% new Timeline SE SEA LTD More: the full row for SEA 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: 1,810 shares 1,810 $236K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 3,302 shares; 2024Q4: not reported; 2025Q1: 3,485 shares 3,485 $236K 0.02% new 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: not reported; 2023Q3: not reported; 2023Q4: 2,213 shares; 2024Q1: 2,539 shares; 2024Q2: 3,008 shares; 2024Q3: 3,866 shares; 2024Q4: 3,462 shares; 2025Q1: 3,718 shares 3,718 $236K 0.02% +256 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 771 shares; 2024Q4: 786 shares; 2025Q1: 795 shares 795 $234K 0.02% +9 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,860 shares 3,860 $234K 0.02% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,138 shares; 2024Q3: 1,096 shares; 2024Q4: not reported; 2025Q1: 1,067 shares 1,067 $232K 0.02% new 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; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 993 shares; 2024Q2: 1,595 shares; 2024Q3: 1,117 shares; 2024Q4: 1,054 shares; 2025Q1: 1,107 shares 1,107 $232K 0.02% +53 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 839 shares; 2024Q4: not reported; 2025Q1: 804 shares 804 $232K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 407 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 522 shares 522 $224K 0.02% new 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 972 shares; 2024Q2: 1,236 shares; 2024Q3: 1,649 shares; 2024Q4: not reported; 2025Q1: 1,525 shares 1,525 $221K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 871 shares 871 $221K 0.02% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL 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: 10,244 shares 10,244 $220K 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 303 shares; 2024Q2: 324 shares; 2024Q3: 363 shares; 2024Q4: 412 shares; 2025Q1: 344 shares 344 $218K 0.02% -68 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: not reported; 2024Q4: not reported; 2025Q1: 1,578 shares 1,578 $218K 0.02% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 675 shares; 2024Q4: not reported; 2025Q1: 799 shares 799 $218K 0.02% new 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: not reported; 2023Q3: 4,193 shares; 2023Q4: 4,772 shares; 2024Q1: 4,772 shares; 2024Q2: 4,772 shares; 2024Q3: 4,892 shares; 2024Q4: 1,256 shares; 2025Q1: 1,260 shares 1,260 $218K 0.02% +4 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 5,454 shares; 2024Q4: 5,741 shares; 2025Q1: 5,983 shares 5,983 $216K 0.02% +242 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 770 shares; 2024Q2: 1,325 shares; 2024Q3: 1,268 shares; 2024Q4: 1,186 shares; 2025Q1: 1,247 shares 1,247 $215K 0.02% +61 Timeline IHF 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: 4,120 shares; 2024Q3: 4,028 shares; 2024Q4: not reported; 2025Q1: 4,028 shares 4,028 $213K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE 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: 2,628 shares 2,628 $211K 0.02% new Timeline TELFY TELEFONICA SA ADS(RP 1 SH CAPI More: the full row for TELEFONICA SA ADS(RP 1 SH CAPI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,949 shares; 2024Q1: 23,560 shares; 2024Q2: 29,352 shares; 2024Q3: 35,668 shares; 2024Q4: 30,754 shares; 2025Q1: 44,485 shares 44,485 $207K 0.02% +13,731 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,019 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 669 shares 669 $204K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,520 shares 3,520 $204K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 2,251 shares; 2023Q3: 2,195 shares; 2023Q4: 2,017 shares; 2024Q1: 2,514 shares; 2024Q2: 2,483 shares; 2024Q3: 2,474 shares; 2024Q4: 2,022 shares; 2025Q1: 1,955 shares 1,955 $204K 0.02% -67 Timeline CRH CRH PLC More: the full row for CRH 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: 2,311 shares 2,311 $203K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,804 shares 1,804 $202K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10,921 shares; 2024Q2: 17,097 shares; 2024Q3: 25,906 shares; 2024Q4: 31,196 shares; 2025Q1: 34,603 shares 34,603 $157K 0.01% +3,407 Timeline CIO CITY OFFICE REIT INC More: the full row for CITY OFFICE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26,484 shares; 2024Q2: 26,484 shares; 2024Q3: 26,484 shares; 2024Q4: 26,484 shares; 2025Q1: 28,354 shares 28,354 $147K 0.01% +1,870 Timeline INGN INOGEN INC More: the full row for INOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 20,611 shares; 2023Q3: 20,611 shares; 2023Q4: 20,611 shares; 2024Q1: 38,194 shares; 2024Q2: 38,194 shares; 2024Q3: 20,611 shares; 2024Q4: 20,111 shares; 2025Q1: 20,111 shares 20,111 $143K 0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,162 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 21,866 shares; 2025Q1: 12,428 shares 12,428 $139K 0.01% -9,438 Timeline HAFN HAFNIA LTD More: the full row for HAFNIA 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: 20,092 shares; 2025Q1: 25,622 shares 25,622 $107K 0.01% +5,530 Timeline ICL ICL GROUP LTD More: the full row for ICL 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: 11,192 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,455 shares; 2025Q1: 18,531 shares 18,531 $104K 0.01% +2,076 Timeline QSI QUANTUM SI INC More: the full row for QUANTUM SI 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: 10,800 shares; 2025Q1: 60,950 shares 60,950 $73.1K 0.01% +50,150 Timeline DYAI DYADIC INTL INC DEL More: the full row for DYADIC INTL INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 27,174 shares; 2024Q2: 27,174 shares; 2024Q3: 27,174 shares; 2024Q4: 27,174 shares; 2025Q1: 50,759 shares 50,759 $68.5K 0.01% +23,585 Timeline COTY COTY INC More: the full row for COTY 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: 10,288 shares 10,288 $56.3K <0.01% new Timeline CONNECT BIOPHARMA HLDGS LTD CONNECT BIOPHARMA HLDGS LTD More: the full row for CONNECT BIOPHARMA HLDGS 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: 41,823 shares; 2024Q4: 80,000 shares; 2025Q1: 80,000 shares 80,000 $44K <0.01% 0 EQ EQUILLIUM INC More: the full row for EQUILLIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 103,688 shares; 2023Q3: 103,688 shares; 2023Q4: 99,688 shares; 2024Q1: 99,688 shares; 2024Q2: 99,688 shares; 2024Q3: 99,688 shares; 2024Q4: 99,688 shares; 2025Q1: 99,688 shares 99,688 $39.1K <0.01% 0 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: 10,555 shares; 2023Q4: 10,555 shares; 2024Q1: 10,555 shares; 2024Q2: 12,055 shares; 2024Q3: 12,055 shares; 2024Q4: 12,055 shares; 2025Q1: 12,055 shares 12,055 $36.3K <0.01% 0 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: 19,224 shares; 2023Q3: 19,224 shares; 2023Q4: 21,089 shares; 2024Q1: 21,089 shares; 2024Q2: 21,089 shares; 2024Q3: 21,089 shares; 2024Q4: 21,089 shares; 2025Q1: 21,089 shares 21,089 $30.8K <0.01% 0 Timeline OPITQ OFFICE PPTYS INCOME TR COM SHS More: the full row for OFFICE PPTYS INCOME TR COM SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31,250 shares; 2024Q2: 31,250 shares; 2024Q3: 31,250 shares; 2024Q4: not reported; 2025Q1: 11,000 shares 11,000 $5.02K <0.01% new Timeline