QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,281 shares; 2024Q4: 4,886 shares; 2025Q1: 4,335 shares; 2025Q2: 3,487 shares; 2025Q3: 3,541 shares; 2025Q4: 3,536 shares; 2026Q1: 3,992 shares; 2026Q2: 7,467 shares 7,467 $5.5M 0.01% +3,475 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,699 shares; 2024Q4: 73,786 shares; 2025Q1: 74,172 shares; 2025Q2: 75,354 shares; 2025Q3: 70,750 shares; 2025Q4: 68,609 shares; 2026Q1: 66,668 shares; 2026Q2: 64,025 shares 64,025 $5.43M 0.01% -2,643 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,646 shares; 2024Q4: 36,873 shares; 2025Q1: 36,851 shares; 2025Q2: 35,989 shares; 2025Q3: 34,404 shares; 2025Q4: 33,837 shares; 2026Q1: 32,873 shares; 2026Q2: 32,159 shares 32,159 $5.42M 0.01% -714 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,779 shares; 2024Q4: 138,743 shares; 2025Q1: 137,333 shares; 2025Q2: 129,249 shares; 2025Q3: 124,185 shares; 2025Q4: 124,000 shares; 2026Q1: 114,525 shares; 2026Q2: 112,651 shares 112,651 $5.39M 0.01% -1,874 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,270 shares; 2024Q4: 68,812 shares; 2025Q1: 68,773 shares; 2025Q2: 69,574 shares; 2025Q3: 68,080 shares; 2025Q4: 67,593 shares; 2026Q1: 65,680 shares; 2026Q2: 64,910 shares 64,910 $5.36M 0.01% -770 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,600 shares; 2024Q4: 85,491 shares; 2025Q1: 82,909 shares; 2025Q2: 82,803 shares; 2025Q3: 80,005 shares; 2025Q4: 78,997 shares; 2026Q1: 77,075 shares; 2026Q2: 75,596 shares 75,596 $5.34M 0.01% -1,479 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,028 shares; 2024Q4: 20,533 shares; 2025Q1: 20,522 shares; 2025Q2: 20,725 shares; 2025Q3: 20,026 shares; 2025Q4: 19,901 shares; 2026Q1: 19,332 shares; 2026Q2: 19,031 shares 19,031 $5.33M 0.01% -301 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 273,559 shares; 2024Q4: 267,934 shares; 2025Q1: 267,779 shares; 2025Q2: 271,058 shares; 2025Q3: 262,125 shares; 2025Q4: 260,624 shares; 2026Q1: 253,794 shares; 2026Q2: 249,704 shares 249,704 $5.32M 0.01% -4,090 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,683 shares; 2024Q4: 26,834 shares; 2025Q1: 26,818 shares; 2025Q2: 25,943 shares; 2025Q3: 25,116 shares; 2025Q4: 24,952 shares; 2026Q1: 24,245 shares; 2026Q2: 23,257 shares 23,257 $5.27M 0.01% -988 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,594 shares; 2024Q4: 36,809 shares; 2025Q1: 36,787 shares; 2025Q2: 37,171 shares; 2025Q3: 35,925 shares; 2025Q4: 35,669 shares; 2026Q1: 34,657 shares; 2026Q2: 33,448 shares 33,448 $5.09M 0.01% -1,209 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,784 shares; 2024Q4: 373,775 shares; 2025Q1: 373,516 shares; 2025Q2: 376,642 shares; 2025Q3: 364,011 shares; 2025Q4: 361,838 shares; 2026Q1: 351,438 shares; 2026Q2: 344,954 shares 344,954 $5.06M 0.01% -6,484 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,445 shares; 2024Q4: 116,053 shares; 2025Q1: 114,250 shares; 2025Q2: 113,194 shares; 2025Q3: 107,295 shares; 2025Q4: 105,660 shares; 2026Q1: 98,870 shares; 2026Q2: 96,326 shares 96,326 $5.02M 0.01% -2,544 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,442 shares; 2024Q4: 162,130 shares; 2025Q1: 162,572 shares; 2025Q2: 163,771 shares; 2025Q3: 156,333 shares; 2025Q4: 155,930 shares; 2026Q1: 151,364 shares; 2026Q2: 148,060 shares 148,060 $4.93M 0.01% -3,304 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,633 shares; 2024Q4: 83,811 shares; 2025Q1: 84,302 shares; 2025Q2: 79,298 shares; 2025Q3: 75,750 shares; 2025Q4: 75,380 shares; 2026Q1: 74,081 shares; 2026Q2: 72,622 shares 72,622 $4.92M 0.01% -1,459 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,453 shares; 2024Q4: 76,782 shares; 2025Q1: 76,760 shares; 2025Q2: 77,376 shares; 2025Q3: 75,610 shares; 2025Q4: 75,184 shares; 2026Q1: 73,080 shares; 2026Q2: 72,062 shares 72,062 $4.78M 0.01% -1,018 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,081 shares; 2024Q4: 13,857 shares; 2025Q1: 13,935 shares; 2025Q2: 13,856 shares; 2025Q3: 13,756 shares; 2025Q4: 13,756 shares; 2026Q1: 13,756 shares; 2026Q2: 30,431 shares 30,431 $4.78M 0.01% +16,675 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,136 shares; 2024Q4: 40,912 shares; 2025Q1: 41,102 shares; 2025Q2: 41,665 shares; 2025Q3: 40,723 shares; 2025Q4: 40,481 shares; 2026Q1: 39,337 shares; 2026Q2: 38,617 shares 38,617 $4.77M 0.01% -720 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,086 shares; 2024Q4: 38,287 shares; 2025Q1: 38,233 shares; 2025Q2: 38,462 shares; 2025Q3: 37,162 shares; 2025Q4: 36,696 shares; 2026Q1: 35,552 shares; 2026Q2: 34,408 shares 34,408 $4.74M 0.01% -1,144 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,400 shares; 2024Q4: 56,400 shares; 2025Q1: 55,915 shares; 2025Q2: 54,987 shares; 2025Q3: 54,987 shares; 2025Q4: 54,490 shares; 2026Q1: 62,015 shares; 2026Q2: 62,015 shares 62,015 $4.72M 0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,883 shares; 2024Q4: 230,839 shares; 2025Q1: 230,705 shares; 2025Q2: 236,102 shares; 2025Q3: 230,745 shares; 2025Q4: 230,937 shares; 2026Q1: 224,379 shares; 2026Q2: 221,775 shares 221,775 $4.68M 0.01% -2,604 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,378 shares; 2025Q2: 84,036 shares; 2025Q3: 83,138 shares; 2025Q4: 80,702 shares; 2026Q1: 76,785 shares; 2026Q2: 76,075 shares 76,075 $4.68M 0.01% -710 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,437 shares; 2024Q4: 60,392 shares; 2025Q1: 60,356 shares; 2025Q2: 58,613 shares; 2025Q3: 56,570 shares; 2025Q4: 56,065 shares; 2026Q1: 54,478 shares; 2026Q2: 51,943 shares 51,943 $4.65M 0.01% -2,535 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,751 shares; 2024Q4: 18,121 shares; 2025Q1: 18,111 shares; 2025Q2: 18,086 shares; 2025Q3: 15,941 shares; 2025Q4: 15,758 shares; 2026Q1: 15,313 shares; 2026Q2: 14,789 shares 14,789 $4.38M 0.01% -524 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,876 shares; 2024Q4: 199,586 shares; 2025Q1: 199,025 shares; 2025Q2: 199,237 shares; 2025Q3: 192,116 shares; 2025Q4: 189,859 shares; 2026Q1: 182,390 shares; 2026Q2: 176,185 shares 176,185 $4.37M 0.01% -6,205 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,839 shares; 2024Q4: 20,311 shares; 2025Q1: 20,320 shares; 2025Q2: 20,418 shares; 2025Q3: 19,670 shares; 2025Q4: 20,514 shares; 2026Q1: 19,409 shares; 2026Q2: 18,722 shares 18,722 $4.31M 0.01% -687 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,851 shares; 2024Q4: 27,548 shares; 2025Q1: 27,948 shares; 2025Q2: 27,928 shares; 2025Q3: 28,822 shares; 2025Q4: 27,979 shares; 2026Q1: 27,787 shares; 2026Q2: 26,946 shares 26,946 $4.26M 0.01% -841 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,318 shares; 2024Q4: 40,480 shares; 2025Q1: 40,289 shares; 2025Q2: 40,729 shares; 2025Q3: 38,652 shares; 2025Q4: 36,544 shares; 2026Q1: 34,707 shares; 2026Q2: 32,330 shares 32,330 $4.19M 0.01% -2,377 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,445 shares; 2026Q1: 50,494 shares; 2026Q2: 45,647 shares 45,647 $4.04M 0.01% -4,847 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; 2024Q3: 83,470 shares; 2024Q4: 81,620 shares; 2025Q1: 80,794 shares; 2025Q2: 81,320 shares; 2025Q3: 79,442 shares; 2025Q4: 78,859 shares; 2026Q1: 76,838 shares; 2026Q2: 75,728 shares 75,728 $4M 0.01% -1,110 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,686 shares; 2024Q4: 66,952 shares; 2025Q1: 66,691 shares; 2025Q2: 65,541 shares; 2025Q3: 53,855 shares; 2025Q4: 51,889 shares; 2026Q1: 50,445 shares; 2026Q2: 47,862 shares 47,862 $4M 0.01% -2,583 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,140 shares; 2024Q4: 48,546 shares; 2025Q1: 46,978 shares; 2025Q2: 46,484 shares; 2025Q3: 43,086 shares; 2025Q4: 43,110 shares; 2026Q1: 41,591 shares; 2026Q2: 40,493 shares 40,493 $3.93M 0.01% -1,098 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,880 shares; 2024Q4: 30,810 shares; 2025Q1: 30,793 shares; 2025Q2: 30,207 shares; 2025Q3: 28,778 shares; 2025Q4: 28,003 shares; 2026Q1: 27,210 shares; 2026Q2: 25,730 shares 25,730 $3.83M 0.01% -1,480 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,368 shares; 2024Q4: 25,292 shares; 2025Q1: 24,701 shares; 2025Q2: 23,559 shares; 2025Q3: 19,870 shares; 2025Q4: 19,523 shares; 2026Q1: 18,080 shares; 2026Q2: 17,124 shares 17,124 $3.81M 0.01% -956 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 228,372 shares; 2025Q4: 224,166 shares; 2026Q1: 217,847 shares; 2026Q2: 207,132 shares 207,132 $3.74M 0.01% -10,715 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,961 shares; 2024Q4: 51,223 shares; 2025Q1: 51,068 shares; 2025Q2: 51,812 shares; 2025Q3: 51,283 shares; 2025Q4: 49,782 shares; 2026Q1: 48,063 shares; 2026Q2: 47,022 shares 47,022 $3.56M 0.01% -1,041 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,807 shares; 2024Q4: 152,512 shares; 2025Q1: 152,604 shares; 2025Q2: 153,945 shares; 2025Q3: 148,738 shares; 2025Q4: 147,787 shares; 2026Q1: 143,633 shares; 2026Q2: 140,819 shares 140,819 $3.5M 0.01% -2,814 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: 9,408 shares; 2025Q1: 9,108 shares; 2025Q2: 9,112 shares; 2025Q3: 9,112 shares; 2025Q4: 8,828 shares; 2026Q1: 8,732 shares; 2026Q2: 8,497 shares 8,497 $3.48M 0.01% -235 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,763 shares; 2024Q4: 104,339 shares; 2025Q1: 61,932 shares; 2025Q2: 61,398 shares; 2025Q3: 58,313 shares; 2025Q4: 57,478 shares; 2026Q1: 55,386 shares; 2026Q2: 54,060 shares 54,060 $3.39M 0.01% -1,326 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 170,841 shares; 2024Q4: 166,685 shares; 2025Q1: 166,591 shares; 2025Q2: 167,560 shares; 2025Q3: 161,974 shares; 2025Q4: 160,949 shares; 2026Q1: 156,368 shares; 2026Q2: 153,468 shares 153,468 $3.25M 0.01% -2,900 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,983 shares; 2025Q3: 89,983 shares; 2025Q4: 89,983 shares; 2026Q1: 79,434 shares; 2026Q2: 76,107 shares 76,107 $3.22M 0.01% -3,327 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,733 shares; 2024Q4: 69,229 shares; 2025Q1: 69,189 shares; 2025Q2: 69,683 shares; 2025Q3: 75,488 shares; 2025Q4: 75,246 shares; 2026Q1: 69,741 shares; 2026Q2: 67,136 shares 67,136 $3.14M 0.01% -2,605 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,802 shares; 2024Q4: 19,493 shares; 2025Q1: 18,815 shares; 2025Q2: 19,132 shares; 2025Q3: 19,658 shares; 2025Q4: 20,837 shares; 2026Q1: 20,681 shares; 2026Q2: 20,777 shares 20,777 $3.08M 0.01% +96 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; 2024Q3: 94,197 shares; 2024Q4: 91,660 shares; 2025Q1: 90,297 shares; 2025Q2: 90,625 shares; 2025Q3: 86,447 shares; 2025Q4: 85,837 shares; 2026Q1: 83,407 shares; 2026Q2: 77,463 shares 77,463 $3.02M 0.01% -5,944 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,297 shares; 2024Q4: 5,306 shares; 2025Q1: 6,324 shares; 2025Q2: 6,387 shares; 2025Q3: 6,330 shares; 2025Q4: 6,543 shares; 2026Q1: 5,544 shares; 2026Q2: 6,319 shares 6,319 $3.02M 0.01% +775 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,374 shares; 2024Q4: 13,089 shares; 2025Q1: 13,081 shares; 2025Q2: 13,176 shares; 2025Q3: 12,966 shares; 2025Q4: 12,879 shares; 2026Q1: 12,514 shares; 2026Q2: 12,266 shares 12,266 $2.94M 0.01% -248 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; 2024Q3: 23,351 shares; 2024Q4: 23,018 shares; 2025Q1: 22,946 shares; 2025Q2: 23,280 shares; 2025Q3: 23,078 shares; 2025Q4: 22,409 shares; 2026Q1: 21,317 shares; 2026Q2: 21,133 shares 21,133 $2.78M 0.01% -184 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; 2024Q3: 71,360 shares; 2024Q4: 77,872 shares; 2025Q1: 73,049 shares; 2025Q2: 61,637 shares; 2025Q3: 42,494 shares; 2025Q4: 96,155 shares; 2026Q1: 67,630 shares; 2026Q2: 59,924 shares 59,924 $2.72M 0.01% -7,706 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,448 shares; 2024Q4: 63,967 shares; 2025Q1: 48,921 shares; 2025Q2: 43,907 shares; 2025Q3: 20,667 shares; 2025Q4: 19,662 shares; 2026Q1: 22,190 shares; 2026Q2: 17,046 shares 17,046 $2.7M 0.01% -5,144 Timeline OMDA OMADA HEALTH INC More: the full row for OMADA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157,623 shares; 2026Q2: 120,000 shares 120,000 $2.63M 0.01% -37,623 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,935 shares; 2025Q1: 14,958 shares; 2025Q2: 14,675 shares; 2025Q3: 15,240 shares; 2025Q4: 15,240 shares; 2026Q1: 15,240 shares; 2026Q2: 34,355 shares 34,355 $2.45M 0.01% +19,115 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,382 shares; 2024Q4: 5,767 shares; 2025Q1: 5,453 shares; 2025Q2: 5,360 shares; 2025Q3: 5,446 shares; 2025Q4: 5,496 shares; 2026Q1: 3,355 shares; 2026Q2: 3,355 shares 3,355 $2.36M 0.01% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,479 shares; 2026Q2: 45,368 shares 45,368 $2.31M 0.01% -111 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 6 shares; 2025Q1: 5 shares; 2025Q2: 9 shares; 2025Q3: 6 shares; 2025Q4: 4 shares; 2026Q1: 3 shares; 2026Q2: 3 shares 3 $2.25M 0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,289 shares; 2024Q4: 95,570 shares; 2025Q1: 95,515 shares; 2025Q2: 96,196 shares; 2025Q3: 89,868 shares; 2025Q4: 91,995 shares; 2026Q1: 86,842 shares; 2026Q2: 83,952 shares 83,952 $2.24M 0.01% -2,890 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,168 shares; 2024Q4: 99,168 shares; 2025Q1: 99,168 shares; 2025Q2: 99,168 shares; 2025Q3: 99,168 shares; 2025Q4: 99,168 shares; 2026Q1: 99,168 shares; 2026Q2: 99,168 shares 99,168 $2.05M 0.01% 0 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; 2024Q3: 22,504 shares; 2024Q4: 22,413 shares; 2025Q1: 20,313 shares; 2025Q2: 19,171 shares; 2025Q3: 18,919 shares; 2025Q4: 19,514 shares; 2026Q1: 19,116 shares; 2026Q2: 19,046 shares 19,046 $2.04M 0.01% -70 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,962 shares; 2024Q4: 21,612 shares; 2025Q1: 21,125 shares; 2025Q2: 19,083 shares; 2025Q3: 18,509 shares; 2025Q4: 37,615 shares; 2026Q1: 35,141 shares; 2026Q2: 35,363 shares 35,363 $1.88M <0.01% +222 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,080 shares; 2024Q4: 6,244 shares; 2025Q1: 5,984 shares; 2025Q2: 5,909 shares; 2025Q3: 5,983 shares; 2025Q4: 5,909 shares; 2026Q1: 5,996 shares; 2026Q2: 6,042 shares 6,042 $1.82M <0.01% +46 Timeline CEFA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,570 shares; 2026Q2: 44,984 shares 44,984 $1.79M <0.01% -1,586 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,204 shares; 2024Q4: 58,753 shares; 2025Q1: 58,586 shares; 2025Q2: 58,870 shares; 2025Q3: 63,675 shares; 2025Q4: 62,583 shares; 2026Q1: 60,201 shares; 2026Q2: 58,176 shares 58,176 $1.63M <0.01% -2,025 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; 2024Q3: 5,711 shares; 2024Q4: 4,911 shares; 2025Q1: 3,726 shares; 2025Q2: 3,237 shares; 2025Q3: 3,012 shares; 2025Q4: 6,064 shares; 2026Q1: 5,980 shares; 2026Q2: 13,698 shares 13,698 $1.61M <0.01% +7,718 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,685 shares; 2026Q2: 6,691 shares 6,691 $1.6M <0.01% +6 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,285 shares; 2026Q2: 31,330 shares 31,330 $1.57M <0.01% -2,955 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,350 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,250 shares; 2025Q4: 8,250 shares; 2026Q1: 8,250 shares; 2026Q2: 41,900 shares 41,900 $1.54M <0.01% +33,650 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,851 shares; 2025Q4: 158,847 shares; 2026Q1: 154,385 shares; 2026Q2: 153,579 shares 153,579 $1.51M <0.01% -806 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,106 shares; 2024Q4: 5,706 shares; 2025Q1: 5,129 shares; 2025Q2: 4,507 shares; 2025Q3: 4,507 shares; 2025Q4: 4,254 shares; 2026Q1: 4,211 shares; 2026Q2: 4,041 shares 4,041 $1.49M <0.01% -170 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,720 shares; 2024Q4: 5,705 shares; 2025Q1: 5,355 shares; 2025Q2: 5,569 shares; 2025Q3: 5,474 shares; 2025Q4: 5,474 shares; 2026Q1: 5,246 shares; 2026Q2: 6,509 shares 6,509 $1.48M <0.01% +1,263 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,375 shares; 2025Q2: 815 shares; 2025Q3: 934 shares; 2025Q4: 976 shares; 2026Q1: 548 shares; 2026Q2: 16,848 shares 16,848 $1.45M <0.01% +16,300 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,391 shares; 2024Q4: 15,743 shares; 2025Q1: 15,576 shares; 2025Q2: 15,765 shares; 2025Q3: 15,396 shares; 2025Q4: 17,136 shares; 2026Q1: 17,195 shares; 2026Q2: 16,774 shares 16,774 $1.43M <0.01% -421 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,461 shares; 2024Q4: 29,743 shares; 2025Q1: 2,548 shares; 2025Q2: 3,653 shares; 2025Q3: 4,621 shares; 2025Q4: 46,455 shares; 2026Q1: 17,021 shares; 2026Q2: 7,117 shares 7,117 $1.36M <0.01% -9,904 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,083 shares; 2024Q4: 2,177 shares; 2025Q1: 1,848 shares; 2025Q2: 1,751 shares; 2025Q3: 1,921 shares; 2025Q4: 1,790 shares; 2026Q1: 1,766 shares; 2026Q2: 10,191 shares 10,191 $1.27M <0.01% +8,425 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,416 shares; 2024Q4: 26,750 shares; 2025Q1: 26,717 shares; 2025Q2: 27,280 shares; 2025Q3: 25,760 shares; 2025Q4: 23,532 shares; 2026Q1: 21,755 shares; 2026Q2: 22,585 shares 22,585 $1.21M <0.01% +830 Timeline MYPS PLAYSTUDIOS INC More: the full row for PLAYSTUDIOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,423,198 shares; 2024Q4: 2,423,198 shares; 2025Q1: 2,423,198 shares; 2025Q2: 2,423,198 shares; 2025Q3: 2,423,198 shares; 2025Q4: 2,423,198 shares; 2026Q1: 2,423,198 shares; 2026Q2: 2,423,198 shares 2,423,198 $1.21M <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 515 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 607 shares; 2025Q4: 623 shares; 2026Q1: 600 shares; 2026Q2: 612 shares 612 $1.2M <0.01% +12 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,700 shares; 2024Q4: 11,700 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 13,720 shares; 2026Q1: 13,275 shares; 2026Q2: 13,275 shares 13,275 $1.19M <0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,532 shares; 2025Q1: 5,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,831 shares 18,831 $1.12M <0.01% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,917 shares; 2024Q4: 29,987 shares; 2025Q1: 27,719 shares; 2025Q2: 22,503 shares; 2025Q3: 8,608 shares; 2025Q4: 23,553 shares; 2026Q1: 12,490 shares; 2026Q2: 7,483 shares 7,483 $1.12M <0.01% -5,007 Timeline BFS SAUL CTRS INC More: the full row for SAUL CTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,940 shares; 2024Q4: 28,940 shares; 2025Q1: 28,940 shares; 2025Q2: 28,505 shares; 2025Q3: 29,672 shares; 2025Q4: 29,672 shares; 2026Q1: 29,472 shares; 2026Q2: 29,472 shares 29,472 $1.1M <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,648 shares; 2026Q2: 10,648 shares 10,648 $1.09M <0.01% 0 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,885 shares 11,885 $1.09M <0.01% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 39,235 shares 39,235 $1.08M <0.01% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 48,449 shares 48,449 $1.06M <0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,136 shares 12,136 $1.01M <0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,852 shares; 2026Q1: 8,128 shares; 2026Q2: 7,852 shares 7,852 $1M <0.01% -276 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,166 shares; 2024Q4: 52,069 shares; 2025Q1: 51,426 shares; 2025Q2: 51,401 shares; 2025Q3: 51,401 shares; 2025Q4: 50,901 shares; 2026Q1: 52,541 shares; 2026Q2: 52,041 shares 52,041 $995K <0.01% -500 Timeline FSV FIRSTSERVICE CORP NEW More: the full row for FIRSTSERVICE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,250 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 6,900 shares; 2025Q4: 6,900 shares; 2026Q1: 6,900 shares; 2026Q2: 6,900 shares 6,900 $981K <0.01% 0 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,170 shares; 2026Q2: 19,398 shares 19,398 $931K <0.01% -772 Timeline EGBN EAGLE BANCORPORATION INC More: the full row for EAGLE BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,323 shares; 2024Q4: 21,035 shares; 2025Q1: 40,170 shares; 2025Q2: 38,065 shares; 2025Q3: 33,893 shares; 2025Q4: 32,744 shares; 2026Q1: 32,034 shares; 2026Q2: 31,647 shares 31,647 $898K <0.01% -387 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,924 shares; 2024Q4: 6,924 shares; 2025Q1: 6,924 shares; 2025Q2: 6,924 shares; 2025Q3: 5,474 shares; 2025Q4: 7,924 shares; 2026Q1: 7,924 shares; 2026Q2: 7,924 shares 7,924 $801K <0.01% 0 Timeline CBNA CHAIN BRIDGE BANCORP INC More: the full row for CHAIN BRIDGE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,010 shares; 2025Q1: not reported; 2025Q2: 18,419 shares; 2025Q3: 18,419 shares; 2025Q4: 18,419 shares; 2026Q1: 18,419 shares; 2026Q2: 18,419 shares 18,419 $775K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,760 shares; 2024Q4: 6,808 shares; 2025Q1: 6,203 shares; 2025Q2: 6,176 shares; 2025Q3: 5,991 shares; 2025Q4: 5,285 shares; 2026Q1: 2,611 shares; 2026Q2: 2,524 shares 2,524 $765K <0.01% -87 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; 2024Q3: 13,035 shares; 2024Q4: 22,936 shares; 2025Q1: 11,777 shares; 2025Q2: 9,347 shares; 2025Q3: 8,984 shares; 2025Q4: 9,672 shares; 2026Q1: 9,062 shares; 2026Q2: 8,992 shares 8,992 $747K <0.01% -70 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,651 shares; 2026Q2: 9,651 shares 9,651 $733K <0.01% 0 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,070 shares; 2024Q4: 26,070 shares; 2025Q1: 24,261 shares; 2025Q2: 25,131 shares; 2025Q3: 24,261 shares; 2025Q4: 24,261 shares; 2026Q1: 24,261 shares; 2026Q2: 24,261 shares 24,261 $700K <0.01% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,122 shares; 2024Q4: 33,386 shares; 2025Q1: 33,715 shares; 2025Q2: 33,290 shares; 2025Q3: 33,246 shares; 2025Q4: 28,898 shares; 2026Q1: 28,111 shares; 2026Q2: 28,562 shares 28,562 $673K <0.01% +451 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $663K <0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,560 shares; 2024Q4: 5,316 shares; 2025Q1: 4,247 shares; 2025Q2: 4,247 shares; 2025Q3: 4,350 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 4,566 shares 4,566 $624K <0.01% +266 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,223 shares 20,223 $578K <0.01% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,547 shares 1,547 $566K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,587 shares; 2024Q4: 4,291 shares; 2025Q1: 3,773 shares; 2025Q2: 3,648 shares; 2025Q3: 3,373 shares; 2025Q4: 3,373 shares; 2026Q1: 3,373 shares; 2026Q2: 3,373 shares 3,373 $555K <0.01% 0 Timeline CIGI COLLIERS INTL GROUP INC More: the full row for COLLIERS INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,725 shares; 2024Q4: 6,725 shares; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares; 2026Q2: 5,900 shares 5,900 $553K <0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,325 shares; 2024Q4: 2,325 shares; 2025Q1: 2,375 shares; 2025Q2: 2,575 shares; 2025Q3: 2,325 shares; 2025Q4: 2,325 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $532K <0.01% 0 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,446 shares; 2026Q1: 2,446 shares; 2026Q2: 2,446 shares 2,446 $524K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,621 shares 5,621 $509K <0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,840 shares; 2025Q2: 1,858 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,350 shares; 2026Q2: 2,511 shares 2,511 $472K <0.01% +1,161 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,186 shares; 2024Q4: 10,186 shares; 2025Q1: 10,186 shares; 2025Q2: 10,186 shares; 2025Q3: 10,186 shares; 2025Q4: 10,182 shares; 2026Q1: 10,182 shares; 2026Q2: 10,182 shares 10,182 $463K <0.01% 0 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 920 shares; 2026Q1: 800 shares; 2026Q2: 800 shares 800 $462K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,356 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,896 shares 1,896 $461K <0.01% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,900 shares; 2024Q4: 8,915 shares; 2025Q1: 8,919 shares; 2025Q2: 8,919 shares; 2025Q3: 8,900 shares; 2025Q4: 8,941 shares; 2026Q1: 8,900 shares; 2026Q2: 8,900 shares 8,900 $450K <0.01% 0 Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,374 shares; 2024Q4: 10,374 shares; 2025Q1: 10,374 shares; 2025Q2: 10,684 shares; 2025Q3: 10,684 shares; 2025Q4: 10,684 shares; 2026Q1: 10,684 shares; 2026Q2: 11,003 shares 11,003 $435K <0.01% +319 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,528 shares 8,528 $434K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,718 shares; 2025Q1: 2,685 shares; 2025Q2: 2,685 shares; 2025Q3: 2,685 shares; 2025Q4: 2,695 shares; 2026Q1: 2,685 shares; 2026Q2: 2,019 shares 2,019 $417K <0.01% -666 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,822 shares; 2026Q2: 2,187 shares 2,187 $415K <0.01% +365 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,490 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,760 shares; 2025Q3: 1,460 shares; 2025Q4: 2,495 shares; 2026Q1: 2,495 shares; 2026Q2: 2,546 shares 2,546 $398K <0.01% +51 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,044 shares; 2024Q4: 20,653 shares; 2025Q1: 21,634 shares; 2025Q2: 19,025 shares; 2025Q3: 18,779 shares; 2025Q4: 11,967 shares; 2026Q1: 11,553 shares; 2026Q2: 10,788 shares 10,788 $390K <0.01% -765 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,687 shares; 2024Q4: 19,687 shares; 2025Q1: 19,687 shares; 2025Q2: 20,937 shares; 2025Q3: 21,562 shares; 2025Q4: 21,562 shares; 2026Q1: 21,562 shares; 2026Q2: 21,937 shares 21,937 $384K <0.01% +375 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,911 shares; 2025Q2: 2,911 shares; 2025Q3: 2,911 shares; 2025Q4: 2,911 shares; 2026Q1: 2,911 shares; 2026Q2: 2,871 shares 2,871 $368K <0.01% -40 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,791 shares; 2024Q4: 3,424 shares; 2025Q1: 3,409 shares; 2025Q2: 3,696 shares; 2025Q3: 4,449 shares; 2025Q4: 10,201 shares; 2026Q1: 7,409 shares; 2026Q2: 7,440 shares 7,440 $357K <0.01% +31 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,005 shares; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 4,235 shares; 2025Q4: 4,086 shares; 2026Q1: 4,126 shares; 2026Q2: 2,981 shares 2,981 $340K <0.01% -1,145 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $317K <0.01% 0 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,271 shares; 2026Q2: 7,268 shares 7,268 $315K <0.01% -3 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,110 shares 4,110 $313K <0.01% new 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; 2024Q3: 6,422 shares; 2024Q4: 19,266 shares; 2025Q1: 16,395 shares; 2025Q2: 13,505 shares; 2025Q3: 13,255 shares; 2025Q4: 11,455 shares; 2026Q1: 10,208 shares; 2026Q2: 10,208 shares 10,208 $311K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,740 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,163 shares 3,163 $305K <0.01% new 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; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 2,403 shares; 2026Q1: 2,030 shares; 2026Q2: 1,600 shares 1,600 $294K <0.01% -430 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: 2,260 shares; 2025Q2: 2,289 shares; 2025Q3: 2,185 shares; 2025Q4: 2,185 shares; 2026Q1: 2,105 shares; 2026Q2: 2,105 shares 2,105 $290K <0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,929 shares; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 1,929 shares; 2025Q4: 1,929 shares; 2026Q1: 1,929 shares; 2026Q2: 1,929 shares 1,929 $286K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,138 shares; 2025Q2: 3,138 shares; 2025Q3: 3,138 shares; 2025Q4: 3,138 shares; 2026Q1: not reported; 2026Q2: 2,311 shares 2,311 $276K <0.01% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares; 2026Q2: 1,625 shares 1,625 $267K <0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,697 shares; 2026Q1: 4,722 shares; 2026Q2: 4,831 shares 4,831 $259K <0.01% +109 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,455 shares; 2024Q4: not reported; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares; 2025Q3: 1,695 shares; 2025Q4: 1,695 shares; 2026Q1: 1,695 shares; 2026Q2: 1,695 shares 1,695 $258K <0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,252 shares 1,252 $253K <0.01% new Timeline NSYS NORTECH SYS INC More: the full row for NORTECH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,832 shares; 2024Q4: 15,832 shares; 2025Q1: 15,832 shares; 2025Q2: 15,832 shares; 2025Q3: 15,832 shares; 2025Q4: 15,832 shares; 2026Q1: 15,832 shares; 2026Q2: 15,832 shares 15,832 $250K <0.01% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,280 shares 3,280 $244K <0.01% new Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 744 shares; 2025Q4: 705 shares; 2026Q1: 705 shares; 2026Q2: 705 shares 705 $239K <0.01% 0 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; 2024Q3: not reported; 2024Q4: 8,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,510 shares; 2026Q1: 4,510 shares; 2026Q2: 4,510 shares 4,510 $238K <0.01% 0 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,984 shares; 2024Q4: 8,984 shares; 2025Q1: 9,953 shares; 2025Q2: 9,953 shares; 2025Q3: 9,953 shares; 2025Q4: 9,953 shares; 2026Q1: 8,984 shares; 2026Q2: 8,984 shares 8,984 $235K <0.01% 0 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,640 shares; 2026Q2: 4,385 shares 4,385 $234K <0.01% +745 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; 2024Q3: not reported; 2024Q4: 2,990 shares; 2025Q1: 2,936 shares; 2025Q2: 2,417 shares; 2025Q3: 1,035 shares; 2025Q4: 946 shares; 2026Q1: 946 shares; 2026Q2: 578 shares 578 $229K <0.01% -368 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,900 shares 1,900 $225K <0.01% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,200 shares; 2026Q2: 2,267 shares 2,267 $223K <0.01% -933 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; 2024Q3: not reported; 2024Q4: 6,566 shares; 2025Q1: 6,566 shares; 2025Q2: 6,566 shares; 2025Q3: 6,566 shares; 2025Q4: 6,566 shares; 2026Q1: 6,566 shares; 2026Q2: 3,283 shares 3,283 $222K <0.01% -3,283 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,701 shares; 2026Q2: 5,287 shares 5,287 $218K <0.01% -414 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,848 shares 4,848 $213K <0.01% new Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,885 shares 2,885 $212K <0.01% new Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,235 shares; 2024Q4: 1,245 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 820 shares 820 $211K <0.01% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,750 shares 1,750 $204K <0.01% new Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,650 shares 2,650 $203K <0.01% new Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $17.6K <0.01% 0 Timeline