PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,312,118 shares; 2024Q2: 2,311,946 shares; 2024Q3: 2,311,974 shares; 2024Q4: 2,329,473 shares; 2025Q1: 2,329,379 shares; 2025Q2: 2,426,220 shares; 2025Q3: 2,424,633 shares; 2025Q4: 2,425,122 shares 2,425,122 $266M 15.16% +489 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 309,215 shares; 2024Q2: 312,217 shares; 2024Q3: 310,024 shares; 2024Q4: 313,283 shares; 2025Q1: 343,213 shares; 2025Q2: 340,227 shares; 2025Q3: 324,027 shares; 2025Q4: 315,797 shares 315,797 $153M 8.72% -8,230 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; 2024Q1: 151,115 shares; 2024Q2: 154,475 shares; 2024Q3: 158,096 shares; 2024Q4: 162,564 shares; 2025Q1: 215,107 shares; 2025Q2: 205,134 shares; 2025Q3: 224,183 shares; 2025Q4: 222,141 shares 222,141 $139M 7.95% -2,042 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 882,687 shares; 2024Q2: 954,490 shares; 2024Q3: 977,921 shares; 2024Q4: 1,089,294 shares; 2025Q1: 1,441,842 shares; 2025Q2: 1,419,721 shares; 2025Q3: 1,481,784 shares; 2025Q4: 1,493,767 shares 1,493,767 $123M 7.04% +11,983 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 550,416 shares; 2024Q2: 688,775 shares; 2024Q3: 870,743 shares; 2024Q4: 1,477,931 shares; 2025Q1: 2,865,725 shares; 2025Q2: 2,888,479 shares; 2025Q3: 2,685,784 shares; 2025Q4: 2,724,537 shares 2,724,537 $86.3M 4.93% +38,753 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; 2024Q1: 336,368 shares; 2024Q2: 322,475 shares; 2024Q3: 313,022 shares; 2024Q4: 312,456 shares; 2025Q1: 311,708 shares; 2025Q2: 306,662 shares; 2025Q3: 291,295 shares; 2025Q4: 285,235 shares 285,235 $65.8M 3.76% -6,060 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; 2024Q1: 209,578 shares; 2024Q2: 209,535 shares; 2024Q3: 202,001 shares; 2024Q4: 204,257 shares; 2025Q1: 204,144 shares; 2025Q2: 184,420 shares; 2025Q3: 185,361 shares; 2025Q4: 185,545 shares 185,545 $62.2M 3.55% +184 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; 2024Q1: 1,065,882 shares; 2024Q2: 1,047,316 shares; 2024Q3: 1,037,631 shares; 2024Q4: 1,993,205 shares; 2025Q1: 1,882,471 shares; 2025Q2: 1,855,727 shares; 2025Q3: 1,919,123 shares; 2025Q4: 1,889,725 shares 1,889,725 $59.5M 3.4% -29,398 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 608,287 shares; 2024Q2: 793,079 shares; 2024Q3: 857,098 shares; 2024Q4: 935,718 shares; 2025Q1: 1,061,930 shares; 2025Q2: 1,078,569 shares; 2025Q3: 1,296,585 shares; 2025Q4: 1,318,039 shares 1,318,039 $50.1M 2.86% +21,454 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; 2024Q1: 514,316 shares; 2024Q2: 515,980 shares; 2024Q3: 507,297 shares; 2024Q4: 543,767 shares; 2025Q1: 683,026 shares; 2025Q2: 644,398 shares; 2025Q3: 643,559 shares; 2025Q4: 633,333 shares 633,333 $39.6M 2.26% -10,226 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,103,189 shares 1,103,189 $34.9M 1.99% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 67,345 shares; 2024Q2: 67,507 shares; 2024Q3: 66,672 shares; 2024Q4: 66,907 shares; 2025Q1: 412,939 shares; 2025Q2: 411,324 shares; 2025Q3: 408,790 shares; 2025Q4: 405,512 shares 405,512 $34.1M 1.95% -3,278 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; 2024Q1: 36,737 shares; 2024Q2: 35,937 shares; 2024Q3: 36,351 shares; 2024Q4: 39,663 shares; 2025Q1: 52,279 shares; 2025Q2: 51,292 shares; 2025Q3: 51,527 shares; 2025Q4: 49,026 shares 49,026 $33.4M 1.91% -2,501 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 144,941 shares; 2024Q2: 144,944 shares; 2024Q3: 140,698 shares; 2024Q4: 133,424 shares; 2025Q1: 151,682 shares; 2025Q2: 149,766 shares; 2025Q3: 113,376 shares; 2025Q4: 114,121 shares 114,121 $31M 1.77% +745 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25,072 shares; 2024Q2: 247,279 shares; 2024Q3: 215,471 shares; 2024Q4: 203,104 shares; 2025Q1: 232,397 shares; 2025Q2: 214,872 shares; 2025Q3: 146,517 shares; 2025Q4: 143,021 shares 143,021 $26.7M 1.52% -3,496 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,745 shares; 2024Q2: 8,939 shares; 2024Q3: 10,325 shares; 2024Q4: 160,932 shares; 2025Q1: 174,564 shares; 2025Q2: 170,946 shares; 2025Q3: 170,160 shares; 2025Q4: 168,201 shares 168,201 $25.1M 1.43% -1,959 Timeline VUSB 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; 2024Q1: 17,861 shares; 2024Q2: 18,105 shares; 2024Q3: 25,542 shares; 2024Q4: 30,122 shares; 2025Q1: 302,741 shares; 2025Q2: 304,681 shares; 2025Q3: 308,142 shares; 2025Q4: 413,417 shares 413,417 $20.6M 1.18% +105,275 Timeline ECML EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 515,962 shares; 2024Q2: 515,962 shares; 2024Q3: 515,962 shares; 2024Q4: 516,048 shares; 2025Q1: 515,276 shares; 2025Q2: 498,567 shares; 2025Q3: 498,567 shares; 2025Q4: 503,851 shares 503,851 $16.8M 0.96% +5,284 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 65,220 shares; 2024Q2: 66,682 shares; 2024Q3: 65,702 shares; 2024Q4: 66,089 shares; 2025Q1: 71,523 shares; 2025Q2: 67,166 shares; 2025Q3: 51,143 shares; 2025Q4: 48,552 shares 48,552 $15.2M 0.87% -2,591 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; 2024Q1: 34,175 shares; 2024Q2: 32,634 shares; 2024Q3: 32,180 shares; 2024Q4: 31,759 shares; 2025Q1: 31,425 shares; 2025Q2: 31,425 shares; 2025Q3: 31,811 shares; 2025Q4: 31,107 shares 31,107 $15.2M 0.87% -704 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39,400 shares; 2024Q2: 39,400 shares; 2024Q3: 39,400 shares; 2024Q4: 39,400 shares; 2025Q1: 39,400 shares; 2025Q2: 39,400 shares; 2025Q3: 39,400 shares; 2025Q4: 39,400 shares 39,400 $14.7M 0.84% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 80,263 shares; 2024Q2: 82,152 shares; 2024Q3: 86,558 shares; 2024Q4: 121,617 shares; 2025Q1: 143,215 shares; 2025Q2: 141,548 shares; 2025Q3: 141,681 shares; 2025Q4: 140,693 shares 140,693 $13.4M 0.76% -988 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 61,315 shares; 2024Q2: 61,111 shares; 2024Q3: 60,053 shares; 2024Q4: 57,713 shares; 2025Q1: 59,517 shares; 2025Q2: 55,982 shares; 2025Q3: 42,966 shares; 2025Q4: 41,122 shares 41,122 $12.9M 0.74% -1,844 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 95,470 shares; 2024Q2: 95,411 shares; 2024Q3: 86,980 shares; 2024Q4: 85,850 shares; 2025Q1: 85,852 shares; 2025Q2: 78,334 shares; 2025Q3: 77,991 shares; 2025Q4: 75,463 shares 75,463 $12.3M 0.7% -2,528 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; 2024Q1: 4,545 shares; 2024Q2: 4,545 shares; 2024Q3: 4,547 shares; 2024Q4: 4,307 shares; 2025Q1: 22,782 shares; 2025Q2: 22,809 shares; 2025Q3: 18,826 shares; 2025Q4: 15,809 shares 15,809 $9.71M 0.55% -3,017 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; 2024Q1: 18,548 shares; 2024Q2: 17,786 shares; 2024Q3: 17,323 shares; 2024Q4: 16,533 shares; 2025Q1: 18,002 shares; 2025Q2: 16,545 shares; 2025Q3: 12,567 shares; 2025Q4: 13,355 shares 13,355 $8.82M 0.5% +788 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; 2024Q1: 684,142 shares; 2024Q2: 553,571 shares; 2024Q3: 370,458 shares; 2024Q4: 233,261 shares; 2025Q1: 202,137 shares; 2025Q2: 193,360 shares; 2025Q3: 192,510 shares; 2025Q4: 139,915 shares 139,915 $8.55M 0.49% -52,595 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,249 shares; 2024Q2: 19,748 shares; 2024Q3: 19,605 shares; 2024Q4: 19,112 shares; 2025Q1: 40,634 shares; 2025Q2: 37,169 shares; 2025Q3: 37,198 shares; 2025Q4: 37,255 shares 37,255 $7.79M 0.44% +57 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 975,831 shares; 2024Q2: 973,560 shares; 2024Q3: 907,113 shares; 2024Q4: 597,992 shares; 2025Q1: 82,962 shares; 2025Q2: 75,454 shares; 2025Q3: 88,323 shares; 2025Q4: 108,160 shares 108,160 $7.27M 0.42% +19,837 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; 2024Q1: 24,717 shares; 2024Q2: 25,360 shares; 2024Q3: 25,370 shares; 2024Q4: 24,565 shares; 2025Q1: 20,248 shares; 2025Q2: 23,071 shares; 2025Q3: 23,031 shares; 2025Q4: 22,901 shares 22,901 $7.21M 0.41% -130 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,753 shares; 2024Q2: 15,935 shares; 2024Q3: 18,374 shares; 2024Q4: 35,631 shares; 2025Q1: 35,096 shares; 2025Q2: 35,926 shares; 2025Q3: 33,207 shares; 2025Q4: 32,271 shares 32,271 $7.08M 0.4% -936 Timeline BBIN 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,800 shares; 2025Q2: 89,800 shares; 2025Q3: 91,475 shares; 2025Q4: 93,183 shares 93,183 $6.74M 0.38% +1,708 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,120 shares; 2024Q2: 3,005 shares; 2024Q3: 29,306 shares; 2024Q4: 29,158 shares; 2025Q1: 31,481 shares; 2025Q2: 28,805 shares; 2025Q3: 19,326 shares; 2025Q4: 19,409 shares 19,409 $6.72M 0.38% +83 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 334,857 shares; 2024Q2: 275,879 shares; 2024Q3: 214,697 shares; 2024Q4: 198,260 shares; 2025Q1: 196,597 shares; 2025Q2: 193,836 shares; 2025Q3: 193,836 shares; 2025Q4: 178,572 shares 178,572 $6.6M 0.38% -15,264 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; 2024Q1: 8,442 shares; 2024Q2: 8,322 shares; 2024Q3: 7,739 shares; 2024Q4: 7,377 shares; 2025Q1: 8,661 shares; 2025Q2: 8,583 shares; 2025Q3: 7,270 shares; 2025Q4: 7,078 shares 7,078 $6.1M 0.35% -192 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; 2024Q1: 21,839 shares; 2024Q2: 22,488 shares; 2024Q3: 22,951 shares; 2024Q4: 19,194 shares; 2025Q1: 18,584 shares; 2025Q2: 17,348 shares; 2025Q3: 12,374 shares; 2025Q4: 12,122 shares 12,122 $6.09M 0.35% -252 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 392,218 shares; 2024Q2: 409,995 shares; 2024Q3: 409,995 shares; 2024Q4: 409,995 shares; 2025Q1: 368,995 shares; 2025Q2: 368,995 shares; 2025Q3: 359,745 shares; 2025Q4: 368,995 shares 368,995 $6.09M 0.35% +9,250 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 34,801 shares; 2024Q2: 30,295 shares; 2024Q3: 31,720 shares; 2024Q4: 28,983 shares; 2025Q1: 26,892 shares; 2025Q2: 23,599 shares; 2025Q3: 13,350 shares; 2025Q4: 13,351 shares 13,351 $6M 0.34% +1 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; 2024Q1: 27,159 shares; 2024Q2: 26,468 shares; 2024Q3: 26,153 shares; 2024Q4: 26,368 shares; 2025Q1: 24,737 shares; 2025Q2: 24,335 shares; 2025Q3: 17,913 shares; 2025Q4: 18,297 shares 18,297 $5.9M 0.34% +384 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; 2024Q1: 6,422 shares; 2024Q2: 6,152 shares; 2024Q3: 6,036 shares; 2024Q4: 7,920 shares; 2025Q1: 7,359 shares; 2025Q2: 8,947 shares; 2025Q3: 5,639 shares; 2025Q4: 5,202 shares 5,202 $5.59M 0.32% -437 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares 7 $5.28M 0.3% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,606 shares; 2024Q2: 11,606 shares; 2024Q3: 11,606 shares; 2024Q4: 11,606 shares; 2025Q1: 22,806 shares; 2025Q2: 22,806 shares; 2025Q3: 22,776 shares; 2025Q4: 24,276 shares 24,276 $5.11M 0.29% +1,500 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,332 shares; 2024Q2: 6,288 shares; 2024Q3: 5,674 shares; 2024Q4: 5,063 shares; 2025Q1: 10,961 shares; 2025Q2: 10,928 shares; 2025Q3: 10,928 shares; 2025Q4: 10,621 shares 10,621 $5.03M 0.29% -307 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 44,248 shares; 2024Q2: 34,570 shares; 2024Q3: 34,570 shares; 2024Q4: 34,570 shares; 2025Q1: 34,570 shares; 2025Q2: 34,459 shares; 2025Q3: 34,459 shares; 2025Q4: 34,459 shares 34,459 $4.88M 0.28% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,223 shares; 2024Q2: 18,025 shares; 2024Q3: 17,973 shares; 2024Q4: 18,095 shares; 2025Q1: 17,876 shares; 2025Q2: 17,738 shares; 2025Q3: 13,403 shares; 2025Q4: 13,106 shares 13,106 $4.6M 0.26% -297 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,306 shares; 2024Q2: 7,018 shares; 2024Q3: 6,946 shares; 2024Q4: 6,821 shares; 2025Q1: 5,148 shares; 2025Q2: 5,024 shares; 2025Q3: 4,482 shares; 2025Q4: 48,166 shares 48,166 $4.52M 0.26% +43,684 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; 2024Q1: 27,172 shares; 2024Q2: 23,040 shares; 2024Q3: 23,352 shares; 2024Q4: 22,559 shares; 2025Q1: 22,143 shares; 2025Q2: 22,143 shares; 2025Q3: 22,930 shares; 2025Q4: 22,845 shares 22,845 $4.36M 0.25% -85 Timeline HEWJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,183 shares; 2025Q2: 84,183 shares; 2025Q3: 80,255 shares; 2025Q4: 80,255 shares 80,255 $4.23M 0.24% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,158 shares; 2024Q2: 16,686 shares; 2024Q3: 16,251 shares; 2024Q4: 15,930 shares; 2025Q1: 20,148 shares; 2025Q2: 21,659 shares; 2025Q3: 17,972 shares; 2025Q4: 16,746 shares 16,746 $3.83M 0.22% -1,226 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 57,193 shares; 2024Q2: 57,193 shares; 2024Q3: 57,193 shares; 2024Q4: 57,193 shares; 2025Q1: 57,193 shares; 2025Q2: 617,535 shares; 2025Q3: 619,312 shares; 2025Q4: 608,200 shares 608,200 $3.67M 0.21% -11,112 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,566 shares; 2024Q2: 20,801 shares; 2024Q3: 20,327 shares; 2024Q4: 20,996 shares; 2025Q1: 24,228 shares; 2025Q2: 24,858 shares; 2025Q3: 18,422 shares; 2025Q4: 16,654 shares 16,654 $3.45M 0.2% -1,768 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 38,418 shares; 2024Q2: 37,752 shares; 2024Q3: 36,428 shares; 2024Q4: 38,381 shares; 2025Q1: 47,428 shares; 2025Q2: 44,087 shares; 2025Q3: 30,589 shares; 2025Q4: 30,698 shares 30,698 $3.42M 0.2% +109 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,176 shares; 2024Q2: 20,807 shares; 2024Q3: 20,298 shares; 2024Q4: 18,681 shares; 2025Q1: 22,359 shares; 2025Q2: 21,788 shares; 2025Q3: 14,166 shares; 2025Q4: 16,851 shares 16,851 $3.28M 0.19% +2,685 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,652 shares; 2024Q2: 18,706 shares; 2024Q3: 19,234 shares; 2024Q4: 64,336 shares; 2025Q1: 69,603 shares; 2025Q2: 68,800 shares; 2025Q3: 68,684 shares; 2025Q4: 67,619 shares 67,619 $3.11M 0.18% -1,065 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 61,810 shares; 2024Q2: 58,540 shares; 2024Q3: 55,367 shares; 2024Q4: 49,581 shares; 2025Q1: 40,436 shares; 2025Q2: 36,639 shares; 2025Q3: 36,034 shares; 2025Q4: 35,725 shares 35,725 $3.09M 0.18% -309 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 89,556 shares; 2024Q2: 91,076 shares; 2024Q3: 93,328 shares; 2024Q4: 95,086 shares; 2025Q1: 96,566 shares; 2025Q2: 98,249 shares; 2025Q3: 100,160 shares; 2025Q4: 101,833 shares 101,833 $2.99M 0.17% +1,673 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,726 shares; 2024Q2: 10,391 shares; 2024Q3: 10,300 shares; 2024Q4: 7,667 shares; 2025Q1: 8,829 shares; 2025Q2: 8,003 shares; 2025Q3: 5,607 shares; 2025Q4: 5,201 shares 5,201 $2.97M 0.17% -406 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; 2024Q1: 23,922 shares; 2024Q2: 24,647 shares; 2024Q3: 24,331 shares; 2024Q4: 24,798 shares; 2025Q1: 27,101 shares; 2025Q2: 25,526 shares; 2025Q3: 22,620 shares; 2025Q4: 23,925 shares 23,925 $2.88M 0.16% +1,305 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; 2024Q1: 63,594 shares; 2024Q2: 61,257 shares; 2024Q3: 61,916 shares; 2024Q4: 63,578 shares; 2025Q1: 81,715 shares; 2025Q2: 76,445 shares; 2025Q3: 51,015 shares; 2025Q4: 51,230 shares 51,230 $2.82M 0.16% +215 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,640 shares; 2024Q2: 8,411 shares; 2024Q3: 8,280 shares; 2024Q4: 8,307 shares; 2025Q1: 10,277 shares; 2025Q2: 10,212 shares; 2025Q3: 8,807 shares; 2025Q4: 7,988 shares 7,988 $2.61M 0.15% -819 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 29,785 shares; 2024Q2: 30,702 shares; 2024Q3: 30,702 shares; 2024Q4: 30,703 shares; 2025Q1: 30,703 shares; 2025Q2: 30,703 shares; 2025Q3: 30,703 shares; 2025Q4: 30,704 shares 30,704 $2.6M 0.15% +1 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; 2024Q1: 8,619 shares; 2024Q2: 8,068 shares; 2024Q3: 9,055 shares; 2024Q4: 9,018 shares; 2025Q1: 14,238 shares; 2025Q2: 11,116 shares; 2025Q3: 8,893 shares; 2025Q4: 8,938 shares 8,938 $2.55M 0.15% +45 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; 2024Q1: 25,773 shares; 2024Q2: 24,946 shares; 2024Q3: 23,861 shares; 2024Q4: 24,032 shares; 2025Q1: 21,091 shares; 2025Q2: 22,511 shares; 2025Q3: 25,398 shares; 2025Q4: 23,078 shares 23,078 $2.43M 0.14% -2,320 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; 2024Q1: 8,263 shares; 2024Q2: 8,401 shares; 2024Q3: 8,223 shares; 2024Q4: 8,156 shares; 2025Q1: 7,720 shares; 2025Q2: 9,374 shares; 2025Q3: 6,952 shares; 2025Q4: 7,019 shares 7,019 $2.42M 0.14% +67 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 619,871 shares; 2024Q2: 636,532 shares; 2024Q3: 636,532 shares; 2024Q4: 636,532 shares; 2025Q1: 866,586 shares; 2025Q2: 1,060,460 shares; 2025Q3: 1,209,646 shares; 2025Q4: 1,209,646 shares 1,209,646 $2.36M 0.13% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,261 shares; 2024Q2: 9,909 shares; 2024Q3: 9,748 shares; 2024Q4: 9,911 shares; 2025Q1: 11,451 shares; 2025Q2: 11,579 shares; 2025Q3: 9,716 shares; 2025Q4: 8,892 shares 8,892 $2.36M 0.13% -824 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; 2024Q1: 28,746 shares; 2024Q2: 28,746 shares; 2024Q3: 28,599 shares; 2024Q4: 84,969 shares; 2025Q1: 89,484 shares; 2025Q2: 89,484 shares; 2025Q3: 86,330 shares; 2025Q4: 83,960 shares 83,960 $2.23M 0.13% -2,370 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,889 shares; 2024Q2: 5,798 shares; 2024Q3: 5,679 shares; 2024Q4: 5,989 shares; 2025Q1: 8,041 shares; 2025Q2: 7,204 shares; 2025Q3: 7,077 shares; 2025Q4: 7,047 shares 7,047 $2.17M 0.12% -30 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; 2024Q1: not reported; 2024Q2: 9,162 shares; 2024Q3: 14,431 shares; 2024Q4: 50,976 shares; 2025Q1: 73,416 shares; 2025Q2: 73,546 shares; 2025Q3: 74,846 shares; 2025Q4: 76,831 shares 76,831 $2.11M 0.12% +1,985 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,141 shares; 2024Q4: 3,141 shares; 2025Q1: 9,042 shares; 2025Q2: 8,542 shares; 2025Q3: 8,542 shares; 2025Q4: 8,529 shares 8,529 $2.1M 0.12% -13 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares; 2025Q3: 12,300 shares; 2025Q4: 12,300 shares 12,300 $2.07M 0.12% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,415 shares; 2024Q2: 2,417 shares; 2024Q3: 2,418 shares; 2024Q4: 2,289 shares; 2025Q1: 2,293 shares; 2025Q2: 3,984 shares; 2025Q3: 2,978 shares; 2025Q4: 2,980 shares 2,980 $2.04M 0.12% +2 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; 2024Q1: 59,927 shares; 2024Q2: 54,978 shares; 2024Q3: 54,978 shares; 2024Q4: 54,978 shares; 2025Q1: 53,453 shares; 2025Q2: 48,438 shares; 2025Q3: 48,438 shares; 2025Q4: 44,478 shares 44,478 $2.04M 0.12% -3,960 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,834 shares; 2025Q1: 13,053 shares; 2025Q2: 12,549 shares; 2025Q3: 11,582 shares; 2025Q4: 11,571 shares 11,571 $1.98M 0.11% -11 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; 2024Q1: 10,990 shares; 2024Q2: 11,219 shares; 2024Q3: 11,554 shares; 2024Q4: 11,418 shares; 2025Q1: 9,806 shares; 2025Q2: 11,761 shares; 2025Q3: 8,688 shares; 2025Q4: 9,148 shares 9,148 $1.96M 0.11% +460 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; 2024Q1: 22,319 shares; 2024Q2: 21,368 shares; 2024Q3: 20,743 shares; 2024Q4: 20,777 shares; 2025Q1: 20,573 shares; 2025Q2: 19,919 shares; 2025Q3: 14,436 shares; 2025Q4: 12,799 shares 12,799 $1.83M 0.1% -1,637 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; 2024Q1: 3,526 shares; 2024Q2: 3,876 shares; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares; 2025Q3: 5,489 shares; 2025Q4: 5,929 shares 5,929 $1.8M 0.1% +440 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,461 shares; 2024Q2: 10,205 shares; 2024Q3: 9,970 shares; 2024Q4: 9,993 shares; 2025Q1: 20,164 shares; 2025Q2: 18,774 shares; 2025Q3: 15,352 shares; 2025Q4: 15,439 shares 15,439 $1.8M 0.1% +87 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,148 shares; 2024Q2: 22,148 shares; 2024Q3: 22,148 shares; 2024Q4: 22,148 shares; 2025Q1: 22,149 shares; 2025Q2: 22,149 shares; 2025Q3: 22,149 shares; 2025Q4: 22,185 shares 22,185 $1.8M 0.1% +36 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,500 shares; 2024Q2: 14,252 shares; 2024Q3: 14,252 shares; 2024Q4: 14,252 shares; 2025Q1: 16,733 shares; 2025Q2: 16,733 shares; 2025Q3: 16,733 shares; 2025Q4: 16,733 shares 16,733 $1.77M 0.1% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,564 shares; 2024Q2: 13,974 shares; 2024Q3: 12,071 shares; 2024Q4: 12,939 shares; 2025Q1: 15,649 shares; 2025Q2: 15,553 shares; 2025Q3: 13,820 shares; 2025Q4: 11,533 shares 11,533 $1.76M 0.1% -2,287 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,394 shares; 2024Q2: 11,570 shares; 2024Q3: 11,671 shares; 2024Q4: 11,695 shares; 2025Q1: 14,366 shares; 2025Q2: 14,497 shares; 2025Q3: 11,246 shares; 2025Q4: 11,265 shares 11,265 $1.74M 0.1% +19 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; 2024Q1: 144,755 shares; 2024Q2: 144,716 shares; 2024Q3: 144,069 shares; 2024Q4: 120,900 shares; 2025Q1: 31,861 shares; 2025Q2: 32,725 shares; 2025Q3: 31,811 shares; 2025Q4: 31,934 shares 31,934 $1.72M 0.1% +123 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 60,615 shares; 2024Q2: 60,615 shares; 2024Q3: 60,615 shares; 2024Q4: 60,615 shares; 2025Q1: 60,615 shares; 2025Q2: 60,615 shares; 2025Q3: 60,615 shares; 2025Q4: 60,615 shares 60,615 $1.68M 0.1% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,171 shares; 2025Q3: 13,725 shares; 2025Q4: 20,505 shares 20,505 $1.66M 0.09% +6,780 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,617 shares; 2024Q2: 2,629 shares; 2024Q3: 2,631 shares; 2024Q4: 2,633 shares; 2025Q1: 2,666 shares; 2025Q2: 2,822 shares; 2025Q3: 2,814 shares; 2025Q4: 2,904 shares 2,904 $1.65M 0.09% +90 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; 2024Q1: 2,776 shares; 2024Q2: 2,651 shares; 2024Q3: 2,598 shares; 2024Q4: 2,535 shares; 2025Q1: 3,046 shares; 2025Q2: 3,152 shares; 2025Q3: 2,204 shares; 2025Q4: 1,812 shares 1,812 $1.59M 0.09% -392 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,758 shares; 2024Q2: 4,595 shares; 2024Q3: 4,491 shares; 2024Q4: 4,778 shares; 2025Q1: 5,485 shares; 2025Q2: 5,501 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares 2,755 $1.58M 0.09% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 49,635 shares; 2024Q2: 49,635 shares; 2024Q3: 49,635 shares; 2024Q4: 49,635 shares; 2025Q1: 49,635 shares; 2025Q2: 49,635 shares; 2025Q3: 49,635 shares; 2025Q4: 49,635 shares 49,635 $1.57M 0.09% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,832 shares; 2024Q2: 20,322 shares; 2024Q3: 31,304 shares; 2024Q4: 31,304 shares; 2025Q1: 31,304 shares; 2025Q2: 31,138 shares; 2025Q3: 30,531 shares; 2025Q4: 30,493 shares 30,493 $1.53M 0.09% -38 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; 2024Q1: 5,430 shares; 2024Q2: 5,225 shares; 2024Q3: 5,062 shares; 2024Q4: 5,240 shares; 2025Q1: 6,785 shares; 2025Q2: 6,425 shares; 2025Q3: 5,114 shares; 2025Q4: 5,102 shares 5,102 $1.51M 0.09% -12 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,332 shares; 2025Q1: 58,242 shares; 2025Q2: 57,435 shares; 2025Q3: 57,435 shares; 2025Q4: 59,424 shares 59,424 $1.5M 0.09% +1,989 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; 2024Q1: 9,660 shares; 2024Q2: 9,427 shares; 2024Q3: 9,314 shares; 2024Q4: 8,977 shares; 2025Q1: 9,008 shares; 2025Q2: 8,036 shares; 2025Q3: 6,549 shares; 2025Q4: 6,465 shares 6,465 $1.5M 0.09% -84 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,615 shares; 2024Q2: 8,044 shares; 2024Q3: 7,775 shares; 2024Q4: 8,474 shares; 2025Q1: 7,840 shares; 2025Q2: 8,580 shares; 2025Q3: 7,830 shares; 2025Q4: 7,855 shares 7,855 $1.44M 0.08% +25 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,680 shares; 2024Q2: 18,673 shares; 2024Q3: 18,603 shares; 2024Q4: 18,603 shares; 2025Q1: 23,069 shares; 2025Q2: 23,137 shares; 2025Q3: 23,283 shares; 2025Q4: 17,214 shares 17,214 $1.41M 0.08% -6,069 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; 2024Q1: 5,411 shares; 2024Q2: 5,686 shares; 2024Q3: 5,686 shares; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 5,688 shares; 2025Q3: 5,688 shares; 2025Q4: 9,752 shares 9,752 $1.4M 0.08% +4,064 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; 2024Q1: 9,604 shares; 2024Q2: 9,103 shares; 2024Q3: 8,830 shares; 2024Q4: 8,732 shares; 2025Q1: 18,311 shares; 2025Q2: 17,477 shares; 2025Q3: 17,162 shares; 2025Q4: 17,216 shares 17,216 $1.4M 0.08% +54 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; 2024Q1: 10,040 shares; 2024Q2: 9,869 shares; 2024Q3: 9,731 shares; 2024Q4: 9,775 shares; 2025Q1: 9,308 shares; 2025Q2: 9,512 shares; 2025Q3: 8,280 shares; 2025Q4: 7,091 shares 7,091 $1.38M 0.08% -1,189 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,279 shares; 2024Q2: 1,238 shares; 2024Q3: 798 shares; 2024Q4: 1,201 shares; 2025Q1: 1,990 shares; 2025Q2: 1,731 shares; 2025Q3: 1,253 shares; 2025Q4: 1,125 shares 1,125 $1.37M 0.08% -128 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,060 shares; 2024Q2: 10,046 shares; 2024Q3: 10,571 shares; 2024Q4: 13,092 shares; 2025Q1: 11,905 shares; 2025Q2: 14,139 shares; 2025Q3: 10,900 shares; 2025Q4: 9,515 shares 9,515 $1.37M 0.08% -1,385 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,213 shares; 2024Q2: 11,959 shares; 2024Q3: 11,576 shares; 2024Q4: 11,566 shares; 2025Q1: 11,637 shares; 2025Q2: 12,537 shares; 2025Q3: 11,361 shares; 2025Q4: 10,262 shares 10,262 $1.36M 0.08% -1,099 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; 2024Q1: 40,240 shares; 2024Q2: 39,185 shares; 2024Q3: 39,674 shares; 2024Q4: 43,454 shares; 2025Q1: 20,832 shares; 2025Q2: 19,539 shares; 2025Q3: 19,678 shares; 2025Q4: 18,015 shares 18,015 $1.36M 0.08% -1,663 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,320 shares; 2025Q2: 4,136 shares; 2025Q3: 3,066 shares; 2025Q4: 1,775 shares 1,775 $1.34M 0.08% -1,291 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,343 shares; 2024Q2: 20,345 shares; 2024Q3: 20,348 shares; 2024Q4: 20,789 shares; 2025Q1: 21,915 shares; 2025Q2: 22,650 shares; 2025Q3: 22,653 shares; 2025Q4: 22,657 shares 22,657 $1.3M 0.07% +4 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,774 shares; 2024Q2: 9,774 shares; 2024Q3: 9,774 shares; 2024Q4: 9,774 shares; 2025Q1: 9,774 shares; 2025Q2: 9,774 shares; 2025Q3: 9,774 shares; 2025Q4: 9,774 shares 9,774 $1.26M 0.07% 0 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; 2024Q1: 4,802 shares; 2024Q2: 4,676 shares; 2024Q3: 4,393 shares; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 4,334 shares; 2025Q3: 4,334 shares; 2025Q4: 4,334 shares 4,334 $1.26M 0.07% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,468 shares; 2025Q1: 11,425 shares; 2025Q2: 14,938 shares; 2025Q3: 20,707 shares; 2025Q4: 24,908 shares 24,908 $1.24M 0.07% +4,201 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; 2024Q1: 8,314 shares; 2024Q2: 7,924 shares; 2024Q3: 7,713 shares; 2024Q4: 7,672 shares; 2025Q1: 8,946 shares; 2025Q2: 10,298 shares; 2025Q3: 7,787 shares; 2025Q4: 7,803 shares 7,803 $1.2M 0.07% +16 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,335 shares; 2024Q2: 7,753 shares; 2024Q3: 6,319 shares; 2024Q4: 7,931 shares; 2025Q1: 9,631 shares; 2025Q2: 9,631 shares; 2025Q3: 8,652 shares; 2025Q4: 8,652 shares 8,652 $1.19M 0.07% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,513 shares; 2025Q2: 16,533 shares; 2025Q3: 16,533 shares; 2025Q4: 16,581 shares 16,581 $1.18M 0.07% +48 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; 2024Q1: 3,741 shares; 2024Q2: 3,741 shares; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares; 2025Q4: 3,741 shares 3,741 $1.16M 0.07% 0 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; 2024Q1: 7,613 shares; 2024Q2: 6,750 shares; 2024Q3: 6,612 shares; 2024Q4: 7,053 shares; 2025Q1: 5,845 shares; 2025Q2: 5,775 shares; 2025Q3: 2,857 shares; 2025Q4: 3,481 shares 3,481 $1.15M 0.07% +624 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; 2024Q1: 2,702 shares; 2024Q2: 2,575 shares; 2024Q3: 2,498 shares; 2024Q4: 2,440 shares; 2025Q1: 3,309 shares; 2025Q2: 3,005 shares; 2025Q3: 2,211 shares; 2025Q4: 2,190 shares 2,190 $1.14M 0.07% -21 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; 2024Q1: 28,685 shares; 2024Q2: 26,779 shares; 2024Q3: 25,223 shares; 2024Q4: 25,416 shares; 2025Q1: 25,102 shares; 2025Q2: 25,770 shares; 2025Q3: 17,886 shares; 2025Q4: 14,857 shares 14,857 $1.14M 0.07% -3,029 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; 2024Q1: 26,868 shares; 2024Q2: 26,495 shares; 2024Q3: 25,692 shares; 2024Q4: 25,650 shares; 2025Q1: 25,584 shares; 2025Q2: 25,399 shares; 2025Q3: 16,372 shares; 2025Q4: 16,286 shares 16,286 $1.14M 0.07% -86 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,762 shares; 2024Q2: 6,672 shares; 2024Q3: 6,004 shares; 2024Q4: 5,887 shares; 2025Q1: 6,506 shares; 2025Q2: 6,226 shares; 2025Q3: 5,073 shares; 2025Q4: 3,626 shares 3,626 $1.11M 0.06% -1,447 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,680 shares; 2024Q2: 11,629 shares; 2024Q3: 11,377 shares; 2024Q4: 11,400 shares; 2025Q1: 11,368 shares; 2025Q2: 11,920 shares; 2025Q3: 9,044 shares; 2025Q4: 8,778 shares 8,778 $1.1M 0.06% -266 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; 2024Q1: 9,333 shares; 2024Q2: 9,044 shares; 2024Q3: 9,082 shares; 2024Q4: 9,951 shares; 2025Q1: 8,988 shares; 2025Q2: 9,931 shares; 2025Q3: 6,475 shares; 2025Q4: 4,187 shares 4,187 $1.08M 0.06% -2,288 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; 2024Q1: 1,634 shares; 2024Q2: 1,345 shares; 2024Q3: 1,257 shares; 2024Q4: 1,412 shares; 2025Q1: 1,268 shares; 2025Q2: 1,054 shares; 2025Q3: 1,003 shares; 2025Q4: 1,003 shares 1,003 $1.07M 0.06% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,308 shares; 2024Q2: 7,134 shares; 2024Q3: 6,930 shares; 2024Q4: 6,897 shares; 2025Q1: 13,310 shares; 2025Q2: 13,841 shares; 2025Q3: 8,836 shares; 2025Q4: 8,906 shares 8,906 $1.04M 0.06% +70 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; 2024Q1: 11,500 shares; 2024Q2: 10,853 shares; 2024Q3: 10,233 shares; 2024Q4: 11,180 shares; 2025Q1: 12,285 shares; 2025Q2: 11,164 shares; 2025Q3: 9,131 shares; 2025Q4: 9,076 shares 9,076 $1.03M 0.06% -55 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,135 shares; 2024Q2: 1,994 shares; 2024Q3: 1,891 shares; 2024Q4: 1,846 shares; 2025Q1: 2,141 shares; 2025Q2: 1,995 shares; 2025Q3: 1,705 shares; 2025Q4: 6,720 shares 6,720 $1.03M 0.06% +5,015 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,268 shares; 2024Q2: 17,268 shares; 2024Q3: 17,268 shares; 2024Q4: 17,268 shares; 2025Q1: 107,906 shares; 2025Q2: 107,906 shares; 2025Q3: 107,906 shares; 2025Q4: 107,906 shares 107,906 $1.03M 0.06% 0 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; 2024Q1: 5,920 shares; 2024Q2: 5,902 shares; 2024Q3: 5,939 shares; 2024Q4: 12,004 shares; 2025Q1: 11,962 shares; 2025Q2: 11,961 shares; 2025Q3: 5,574 shares; 2025Q4: 5,573 shares 5,573 $1.03M 0.06% -1 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,681 shares; 2024Q2: 1,616 shares; 2024Q3: 1,512 shares; 2024Q4: 1,423 shares; 2025Q1: 2,804 shares; 2025Q2: 2,564 shares; 2025Q3: 2,145 shares; 2025Q4: 2,144 shares 2,144 $998K 0.06% -1 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; 2024Q1: 21,759 shares; 2024Q2: 20,463 shares; 2024Q3: 19,217 shares; 2024Q4: 19,070 shares; 2025Q1: 18,877 shares; 2025Q2: 16,566 shares; 2025Q3: 11,789 shares; 2025Q4: 10,651 shares 10,651 $993K 0.06% -1,138 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; 2024Q1: 15,656 shares; 2024Q2: 13,170 shares; 2024Q3: 10,208 shares; 2024Q4: 10,542 shares; 2025Q1: 13,839 shares; 2025Q2: 13,454 shares; 2025Q3: 10,671 shares; 2025Q4: 10,671 shares 10,671 $981K 0.06% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,240 shares; 2024Q2: 4,011 shares; 2024Q3: 3,879 shares; 2024Q4: 3,179 shares; 2025Q1: 5,101 shares; 2025Q2: 4,204 shares; 2025Q3: 3,506 shares; 2025Q4: 2,626 shares 2,626 $971K 0.06% -880 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; 2024Q1: 16,647 shares; 2024Q2: 16,397 shares; 2024Q3: 16,122 shares; 2024Q4: 16,211 shares; 2025Q1: 17,637 shares; 2025Q2: 17,141 shares; 2025Q3: 11,988 shares; 2025Q4: 11,902 shares 11,902 $955K 0.05% -86 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,596 shares; 2025Q1: 10,084 shares; 2025Q2: 10,398 shares; 2025Q3: 4,522 shares; 2025Q4: 5,353 shares 5,353 $951K 0.05% +831 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; 2024Q1: not reported; 2024Q2: 1,360 shares; 2024Q3: 1,345 shares; 2024Q4: 1,356 shares; 2025Q1: 1,352 shares; 2025Q2: 1,445 shares; 2025Q3: 1,358 shares; 2025Q4: 1,440 shares 1,440 $941K 0.05% +82 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 38,397 shares; 2024Q2: 38,830 shares; 2024Q3: 38,046 shares; 2024Q4: 47,679 shares; 2025Q1: 47,679 shares; 2025Q2: 47,529 shares; 2025Q3: 47,529 shares; 2025Q4: 47,529 shares 47,529 $937K 0.05% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,838 shares; 2024Q2: 5,422 shares; 2024Q3: 4,928 shares; 2024Q4: 4,540 shares; 2025Q1: 7,449 shares; 2025Q2: 7,628 shares; 2025Q3: 5,818 shares; 2025Q4: 5,818 shares 5,818 $937K 0.05% 0 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; 2024Q1: 2,527 shares; 2024Q2: 2,876 shares; 2024Q3: 2,808 shares; 2024Q4: 2,984 shares; 2025Q1: 2,794 shares; 2025Q2: 2,118 shares; 2025Q3: 1,950 shares; 2025Q4: 1,598 shares 1,598 $926K 0.05% -352 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,555 shares; 2024Q2: 8,412 shares; 2024Q3: 7,945 shares; 2024Q4: 7,710 shares; 2025Q1: 8,951 shares; 2025Q2: 7,975 shares; 2025Q3: 5,341 shares; 2025Q4: 5,313 shares 5,313 $909K 0.05% -28 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 1,339 shares 1,339 $902K 0.05% +923 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,853 shares; 2024Q2: 8,743 shares; 2024Q3: 8,677 shares; 2024Q4: 5,732 shares; 2025Q1: 5,724 shares; 2025Q2: 5,499 shares; 2025Q3: 4,827 shares; 2025Q4: 4,832 shares 4,832 $894K 0.05% +5 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; 2024Q1: 3,836 shares; 2024Q2: 4,302 shares; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,202 shares; 2025Q4: 4,208 shares 4,208 $891K 0.05% +6 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,029 shares; 2024Q4: 8,009 shares; 2025Q1: 12,720 shares; 2025Q2: 13,388 shares; 2025Q3: 11,860 shares; 2025Q4: 10,825 shares 10,825 $885K 0.05% -1,035 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; 2024Q1: not reported; 2024Q2: 546 shares; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,426 shares; 2025Q4: 1,426 shares 1,426 $860K 0.05% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 290,124 shares; 2024Q2: 255,650 shares; 2024Q3: 236,862 shares; 2024Q4: 95,897 shares; 2025Q1: 33,219 shares; 2025Q2: 26,191 shares; 2025Q3: 26,191 shares; 2025Q4: 19,236 shares 19,236 $857K 0.05% -6,955 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; 2024Q1: 17,214 shares; 2024Q2: 14,572 shares; 2024Q3: 10,386 shares; 2024Q4: 10,661 shares; 2025Q1: 13,947 shares; 2025Q2: 14,032 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares 10,800 $850K 0.05% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,296 shares; 2024Q2: 12,881 shares; 2024Q3: 12,736 shares; 2024Q4: 12,750 shares; 2025Q1: 12,644 shares; 2025Q2: 11,849 shares; 2025Q3: 4,719 shares; 2025Q4: 4,719 shares 4,719 $838K 0.05% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,814 shares; 2024Q2: 8,554 shares; 2024Q3: 6,813 shares; 2024Q4: 34,065 shares; 2025Q1: 38,425 shares; 2025Q2: 38,425 shares; 2025Q3: 32,640 shares; 2025Q4: 32,640 shares 32,640 $836K 0.05% 0 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,874 shares; 2025Q2: 88,874 shares; 2025Q3: 88,874 shares; 2025Q4: 88,874 shares 88,874 $811K 0.05% 0 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; 2024Q1: 7,522 shares; 2024Q2: 7,301 shares; 2024Q3: 7,023 shares; 2024Q4: 6,848 shares; 2025Q1: 8,308 shares; 2025Q2: 8,753 shares; 2025Q3: 6,598 shares; 2025Q4: 6,583 shares 6,583 $808K 0.05% -15 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; 2024Q1: 2,097 shares; 2024Q2: 1,967 shares; 2024Q3: 1,869 shares; 2024Q4: 2,089 shares; 2025Q1: 2,034 shares; 2025Q2: 1,282 shares; 2025Q3: 1,419 shares; 2025Q4: 1,420 shares 1,420 $804K 0.05% +1 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,388 shares; 2024Q2: 3,469 shares; 2024Q3: 2,986 shares; 2024Q4: 3,263 shares; 2025Q1: 4,041 shares; 2025Q2: 4,120 shares; 2025Q3: 3,441 shares; 2025Q4: 3,282 shares 3,282 $797K 0.05% -159 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; 2024Q1: 2,550 shares; 2024Q2: 2,536 shares; 2024Q3: 2,461 shares; 2024Q4: 2,708 shares; 2025Q1: 3,004 shares; 2025Q2: 2,649 shares; 2025Q3: 3,041 shares; 2025Q4: 2,860 shares 2,860 $776K 0.04% -181 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 836 shares; 2024Q2: 833 shares; 2024Q3: 765 shares; 2024Q4: 712 shares; 2025Q1: 781 shares; 2025Q2: 665 shares; 2025Q3: 422 shares; 2025Q4: 1,143 shares 1,143 $773K 0.04% +721 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; 2024Q1: 8,341 shares; 2024Q2: 8,070 shares; 2024Q3: 7,958 shares; 2024Q4: 8,525 shares; 2025Q1: 11,493 shares; 2025Q2: 10,267 shares; 2025Q3: 7,989 shares; 2025Q4: 7,987 shares 7,987 $762K 0.04% -2 Timeline QQQJ 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; 2024Q1: 20,601 shares; 2024Q2: 20,601 shares; 2024Q3: 20,601 shares; 2024Q4: 20,601 shares; 2025Q1: 20,601 shares; 2025Q2: 20,601 shares; 2025Q3: 20,601 shares; 2025Q4: 20,601 shares 20,601 $759K 0.04% 0 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; 2024Q1: 8,613 shares; 2024Q2: 8,884 shares; 2024Q3: 8,707 shares; 2024Q4: 8,729 shares; 2025Q1: 8,671 shares; 2025Q2: 8,009 shares; 2025Q3: 6,068 shares; 2025Q4: 4,618 shares 4,618 $741K 0.04% -1,450 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; 2024Q1: 3,487 shares; 2024Q2: 3,464 shares; 2024Q3: 3,381 shares; 2024Q4: 3,397 shares; 2025Q1: 4,745 shares; 2025Q2: 4,203 shares; 2025Q3: 2,996 shares; 2025Q4: 2,868 shares 2,868 $738K 0.04% -128 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; 2024Q1: 46,829 shares; 2024Q2: 39,300 shares; 2024Q3: 26,691 shares; 2024Q4: 23,222 shares; 2025Q1: 24,596 shares; 2025Q2: 41,213 shares; 2025Q3: 31,426 shares; 2025Q4: 31,426 shares 31,426 $733K 0.04% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,934 shares; 2024Q2: 12,871 shares; 2024Q3: 9,626 shares; 2024Q4: 9,191 shares; 2025Q1: 11,196 shares; 2025Q2: 13,775 shares; 2025Q3: 9,969 shares; 2025Q4: 9,969 shares 9,969 $733K 0.04% 0 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; 2024Q1: 323 shares; 2024Q2: 306 shares; 2024Q3: 297 shares; 2024Q4: 285 shares; 2025Q1: 278 shares; 2025Q2: 248 shares; 2025Q3: 134 shares; 2025Q4: 134 shares 134 $718K 0.04% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,297 shares; 2024Q2: 2,707 shares; 2024Q3: 2,309 shares; 2024Q4: 2,427 shares; 2025Q1: not reported; 2025Q2: 5,428 shares; 2025Q3: 5,431 shares; 2025Q4: 5,877 shares 5,877 $711K 0.04% +446 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; 2024Q1: 30,049 shares; 2024Q2: 27,831 shares; 2024Q3: 18,759 shares; 2024Q4: 17,909 shares; 2025Q1: 24,028 shares; 2025Q2: 22,227 shares; 2025Q3: 14,896 shares; 2025Q4: 15,199 shares 15,199 $704K 0.04% +303 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,925 shares; 2024Q2: 28,697 shares; 2024Q3: 26,497 shares; 2024Q4: 30,747 shares; 2025Q1: 19,001 shares; 2025Q2: 40,662 shares; 2025Q3: 28,900 shares; 2025Q4: 28,141 shares 28,141 $701K 0.04% -759 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; 2024Q1: 33,465 shares; 2024Q2: 32,803 shares; 2024Q3: 31,537 shares; 2024Q4: 33,403 shares; 2025Q1: 35,732 shares; 2025Q2: 34,861 shares; 2025Q3: 34,717 shares; 2025Q4: 28,181 shares 28,181 $700K 0.04% -6,536 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; 2024Q1: 3,188 shares; 2024Q2: 3,188 shares; 2024Q3: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,188 shares; 2025Q2: 3,188 shares; 2025Q3: 3,188 shares; 2025Q4: 5,682 shares 5,682 $678K 0.04% +2,494 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 46,825 shares; 2024Q2: 63,184 shares; 2024Q3: 63,184 shares; 2024Q4: 112,500 shares; 2025Q1: 212,500 shares; 2025Q2: 212,500 shares; 2025Q3: 212,500 shares; 2025Q4: 166,065 shares 166,065 $676K 0.04% -46,435 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; 2024Q1: 11,826 shares; 2024Q2: 18,591 shares; 2024Q3: 17,655 shares; 2024Q4: 17,982 shares; 2025Q1: 17,462 shares; 2025Q2: 16,803 shares; 2025Q3: 12,866 shares; 2025Q4: 11,631 shares 11,631 $671K 0.04% -1,235 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,105 shares; 2024Q2: 2,979 shares; 2024Q3: 3,005 shares; 2024Q4: 2,752 shares; 2025Q1: 3,703 shares; 2025Q2: 4,101 shares; 2025Q3: 3,158 shares; 2025Q4: 3,197 shares 3,197 $665K 0.04% +39 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 677 shares; 2024Q2: 657 shares; 2024Q3: 641 shares; 2024Q4: 620 shares; 2025Q1: 1,129 shares; 2025Q2: 1,089 shares; 2025Q3: 845 shares; 2025Q4: 851 shares 851 $657K 0.04% +6 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,679 shares; 2024Q2: 2,576 shares; 2024Q3: 2,500 shares; 2024Q4: 2,449 shares; 2025Q1: 2,333 shares; 2025Q2: 2,354 shares; 2025Q3: 1,399 shares; 2025Q4: 988 shares 988 $654K 0.04% -411 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,182 shares; 2024Q2: 1,030 shares; 2024Q3: 906 shares; 2024Q4: 912 shares; 2025Q1: 1,336 shares; 2025Q2: 1,670 shares; 2025Q3: 1,426 shares; 2025Q4: 1,142 shares 1,142 $651K 0.04% -284 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; 2024Q1: 4,037 shares; 2024Q2: 3,803 shares; 2024Q3: 3,656 shares; 2024Q4: 3,642 shares; 2025Q1: 5,352 shares; 2025Q2: 5,043 shares; 2025Q3: 3,222 shares; 2025Q4: 3,182 shares 3,182 $646K 0.04% -40 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,712 shares; 2025Q3: 23,712 shares; 2025Q4: 23,712 shares 23,712 $638K 0.04% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,385 shares; 2024Q2: 4,303 shares; 2024Q3: 4,312 shares; 2024Q4: 4,340 shares; 2025Q1: 4,359 shares; 2025Q2: 4,186 shares; 2025Q3: 4,215 shares; 2025Q4: 4,226 shares 4,226 $630K 0.04% +11 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,661 shares; 2024Q2: 1,588 shares; 2024Q3: 1,539 shares; 2024Q4: 1,509 shares; 2025Q1: 2,426 shares; 2025Q2: 2,342 shares; 2025Q3: 1,853 shares; 2025Q4: 1,855 shares 1,855 $627K 0.04% +2 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; 2024Q1: 8,174 shares; 2024Q2: 16,235 shares; 2024Q3: 14,132 shares; 2024Q4: 15,541 shares; 2025Q1: 19,536 shares; 2025Q2: 24,609 shares; 2025Q3: 12,537 shares; 2025Q4: 11,510 shares 11,510 $621K 0.04% -1,027 Timeline LYEL LYELL IMMUNOPHARMA INC More: the full row for LYELL IMMUNOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,138 shares; 2025Q3: 19,958 shares; 2025Q4: 19,958 shares 19,958 $614K 0.04% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,560 shares; 2024Q2: 2,377 shares; 2024Q3: 2,300 shares; 2024Q4: 2,341 shares; 2025Q1: 1,927 shares; 2025Q2: 2,099 shares; 2025Q3: 1,812 shares; 2025Q4: 1,719 shares 1,719 $607K 0.03% -93 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,425 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 999 shares; 2025Q2: 1,099 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares 1,050 $607K 0.03% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,241 shares; 2025Q2: 12,241 shares; 2025Q3: 12,241 shares; 2025Q4: 12,532 shares 12,532 $603K 0.03% +291 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,538 shares; 2024Q2: 3,307 shares; 2024Q3: 3,170 shares; 2024Q4: 3,066 shares; 2025Q1: 3,932 shares; 2025Q2: 3,406 shares; 2025Q3: 2,712 shares; 2025Q4: 1,709 shares 1,709 $598K 0.03% -1,003 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; 2024Q1: 2,740 shares; 2024Q2: 2,600 shares; 2024Q3: 2,542 shares; 2024Q4: 2,413 shares; 2025Q1: 3,859 shares; 2025Q2: 3,719 shares; 2025Q3: 2,627 shares; 2025Q4: 2,158 shares 2,158 $594K 0.03% -469 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,009 shares; 2024Q2: 1,939 shares; 2024Q3: 1,913 shares; 2024Q4: 1,921 shares; 2025Q1: 1,901 shares; 2025Q2: 1,999 shares; 2025Q3: 2,018 shares; 2025Q4: 1,985 shares 1,985 $588K 0.03% -33 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,771 shares; 2024Q2: 7,339 shares; 2024Q3: 6,991 shares; 2024Q4: 9,667 shares; 2025Q1: 9,067 shares; 2025Q2: 9,597 shares; 2025Q3: 6,277 shares; 2025Q4: 6,201 shares 6,201 $580K 0.03% -76 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,752 shares; 2025Q3: 13,309 shares; 2025Q4: 13,309 shares 13,309 $580K 0.03% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,931 shares; 2024Q2: 19,931 shares; 2024Q3: 19,931 shares; 2024Q4: 14,319 shares; 2025Q1: 14,319 shares; 2025Q2: 14,319 shares; 2025Q3: 9,079 shares; 2025Q4: 9,079 shares 9,079 $580K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,349 shares; 2024Q2: 9,932 shares; 2024Q3: 9,748 shares; 2024Q4: 9,799 shares; 2025Q1: 9,870 shares; 2025Q2: 10,801 shares; 2025Q3: 7,627 shares; 2025Q4: 5,799 shares 5,799 $579K 0.03% -1,828 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,816 shares; 2024Q2: 2,635 shares; 2024Q3: 2,512 shares; 2024Q4: 2,325 shares; 2025Q1: 2,228 shares; 2025Q2: 3,672 shares; 2025Q3: 2,415 shares; 2025Q4: 2,389 shares 2,389 $579K 0.03% -26 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; 2024Q1: 7,425 shares; 2024Q2: 8,334 shares; 2024Q3: 8,342 shares; 2024Q4: 8,101 shares; 2025Q1: 8,018 shares; 2025Q2: 6,235 shares; 2025Q3: 3,870 shares; 2025Q4: 3,313 shares 3,313 $575K 0.03% -557 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,037 shares; 2024Q2: 13,680 shares; 2024Q3: 13,680 shares; 2024Q4: 13,422 shares; 2025Q1: 13,422 shares; 2025Q2: 13,422 shares; 2025Q3: 13,037 shares; 2025Q4: 13,037 shares 13,037 $574K 0.03% 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; 2024Q1: 4,672 shares; 2024Q2: 4,672 shares; 2024Q3: 4,672 shares; 2024Q4: 4,672 shares; 2025Q1: 4,772 shares; 2025Q2: 4,772 shares; 2025Q3: 4,773 shares; 2025Q4: 4,773 shares 4,773 $562K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,845 shares; 2024Q2: 9,287 shares; 2024Q3: 9,355 shares; 2024Q4: 10,519 shares; 2025Q1: 11,747 shares; 2025Q2: 6,726 shares; 2025Q3: 4,215 shares; 2025Q4: 4,136 shares 4,136 $559K 0.03% -79 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,199 shares; 2024Q2: 1,157 shares; 2024Q3: 458 shares; 2024Q4: 492 shares; 2025Q1: 1,415 shares; 2025Q2: 1,595 shares; 2025Q3: 688 shares; 2025Q4: 687 shares 687 $556K 0.03% -1 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; 2024Q1: 2,654 shares; 2024Q2: 3,105 shares; 2024Q3: 3,019 shares; 2024Q4: 3,505 shares; 2025Q1: 3,386 shares; 2025Q2: 2,933 shares; 2025Q3: 1,741 shares; 2025Q4: 1,740 shares 1,740 $554K 0.03% -1 Timeline IBBQ 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; 2024Q1: 19,028 shares; 2024Q2: 19,070 shares; 2024Q3: 19,142 shares; 2024Q4: 19,196 shares; 2025Q1: 19,231 shares; 2025Q2: 19,257 shares; 2025Q3: 19,335 shares; 2025Q4: 19,396 shares 19,396 $551K 0.03% +61 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,708 shares; 2024Q2: 1,686 shares; 2024Q3: 1,633 shares; 2024Q4: 1,626 shares; 2025Q1: 1,656 shares; 2025Q2: 2,338 shares; 2025Q3: 1,974 shares; 2025Q4: 1,983 shares 1,983 $542K 0.03% +9 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,260 shares; 2024Q2: 2,172 shares; 2024Q3: 2,102 shares; 2024Q4: 2,307 shares; 2025Q1: 2,076 shares; 2025Q2: 1,698 shares; 2025Q3: 1,260 shares; 2025Q4: 1,252 shares 1,252 $534K 0.03% -8 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; 2024Q1: 1,939 shares; 2024Q2: 1,879 shares; 2024Q3: 1,823 shares; 2024Q4: 1,814 shares; 2025Q1: 2,372 shares; 2025Q2: 1,418 shares; 2025Q3: not reported; 2025Q4: 1,517 shares 1,517 $532K 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; 2024Q1: 3,817 shares; 2024Q2: 3,496 shares; 2024Q3: 3,240 shares; 2024Q4: 3,115 shares; 2025Q1: 3,603 shares; 2025Q2: 3,538 shares; 2025Q3: 2,462 shares; 2025Q4: 2,417 shares 2,417 $525K 0.03% -45 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; 2024Q1: 1,906 shares; 2024Q2: 1,828 shares; 2024Q3: 1,794 shares; 2024Q4: 1,772 shares; 2025Q1: 2,669 shares; 2025Q2: 2,802 shares; 2025Q3: 2,203 shares; 2025Q4: 1,807 shares 1,807 $524K 0.03% -396 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,474 shares; 2024Q2: 8,054 shares; 2024Q3: 7,824 shares; 2024Q4: 8,823 shares; 2025Q1: 13,140 shares; 2025Q2: 11,321 shares; 2025Q3: 10,341 shares; 2025Q4: 10,315 shares 10,315 $524K 0.03% -26 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; 2024Q1: 3,392 shares; 2024Q2: 3,141 shares; 2024Q3: 2,988 shares; 2024Q4: 3,025 shares; 2025Q1: 9,222 shares; 2025Q2: 6,795 shares; 2025Q3: 6,455 shares; 2025Q4: 6,512 shares 6,512 $523K 0.03% +57 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,374 shares; 2024Q4: 10,691 shares; 2025Q1: 13,261 shares; 2025Q2: 11,591 shares; 2025Q3: 11,717 shares; 2025Q4: 11,720 shares 11,720 $509K 0.03% +3 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,287 shares; 2024Q2: 1,231 shares; 2024Q3: 1,197 shares; 2024Q4: 1,094 shares; 2025Q1: 1,088 shares; 2025Q2: 1,030 shares; 2025Q3: 608 shares; 2025Q4: 609 shares 609 $500K 0.03% +1 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; 2024Q1: not reported; 2024Q2: 1,422 shares; 2024Q3: 1,324 shares; 2024Q4: 1,679 shares; 2025Q1: 1,987 shares; 2025Q2: 1,898 shares; 2025Q3: 1,787 shares; 2025Q4: 1,787 shares 1,787 $498K 0.03% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,513 shares; 2024Q2: 6,513 shares; 2024Q3: 6,641 shares; 2024Q4: 6,990 shares; 2025Q1: 7,478 shares; 2025Q2: 7,006 shares; 2025Q3: 4,951 shares; 2025Q4: 4,896 shares 4,896 $489K 0.03% -55 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; 2024Q1: 572 shares; 2024Q2: 550 shares; 2024Q3: 536 shares; 2024Q4: 543 shares; 2025Q1: 565 shares; 2025Q2: 7,878 shares; 2025Q3: 5,362 shares; 2025Q4: 5,356 shares 5,356 $489K 0.03% -6 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,709 shares; 2024Q2: 3,595 shares; 2024Q3: 3,523 shares; 2024Q4: 3,505 shares; 2025Q1: 4,225 shares; 2025Q2: 3,404 shares; 2025Q3: 2,706 shares; 2025Q4: 2,702 shares 2,702 $487K 0.03% -4 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; 2024Q1: 16,263 shares; 2024Q2: 16,383 shares; 2024Q3: 16,271 shares; 2024Q4: 17,041 shares; 2025Q1: 19,203 shares; 2025Q2: 20,752 shares; 2025Q3: 12,899 shares; 2025Q4: 11,881 shares 11,881 $484K 0.03% -1,018 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,241 shares; 2025Q2: 29,630 shares; 2025Q3: 26,872 shares; 2025Q4: 27,169 shares 27,169 $482K 0.03% +297 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,376 shares; 2024Q4: 1,687 shares; 2025Q1: 2,790 shares; 2025Q2: 2,441 shares; 2025Q3: 2,143 shares; 2025Q4: 2,143 shares 2,143 $477K 0.03% 0 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; 2024Q1: 4,745 shares; 2024Q2: 4,509 shares; 2024Q3: 4,446 shares; 2024Q4: 4,376 shares; 2025Q1: 4,283 shares; 2025Q2: 3,741 shares; 2025Q3: 2,941 shares; 2025Q4: 5,965 shares 5,965 $471K 0.03% +3,024 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,907 shares; 2024Q2: 24,816 shares; 2024Q3: 20,976 shares; 2024Q4: 18,881 shares; 2025Q1: 16,972 shares; 2025Q2: 20,051 shares; 2025Q3: 18,461 shares; 2025Q4: 18,461 shares 18,461 $470K 0.03% 0 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; 2024Q1: 4,616 shares; 2024Q2: 3,360 shares; 2024Q3: 3,188 shares; 2024Q4: 3,354 shares; 2025Q1: 3,533 shares; 2025Q2: 3,712 shares; 2025Q3: 2,752 shares; 2025Q4: 2,752 shares 2,752 $469K 0.03% 0 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; 2024Q1: 47,506 shares; 2024Q2: 42,182 shares; 2024Q3: 27,492 shares; 2024Q4: 34,048 shares; 2025Q1: 50,364 shares; 2025Q2: 50,364 shares; 2025Q3: 39,993 shares; 2025Q4: 39,993 shares 39,993 $469K 0.03% 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; 2024Q1: 5,681 shares; 2024Q2: 5,435 shares; 2024Q3: 5,362 shares; 2024Q4: 5,576 shares; 2025Q1: 5,322 shares; 2025Q2: 4,599 shares; 2025Q3: 1,947 shares; 2025Q4: 1,748 shares 1,748 $469K 0.03% -199 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; 2024Q1: 6,134 shares; 2024Q2: 6,047 shares; 2024Q3: 5,918 shares; 2024Q4: 5,862 shares; 2025Q1: 5,711 shares; 2025Q2: 4,535 shares; 2025Q3: 2,039 shares; 2025Q4: 1,937 shares 1,937 $467K 0.03% -102 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,803 shares; 2024Q2: 1,729 shares; 2024Q3: 1,698 shares; 2024Q4: 1,939 shares; 2025Q1: 2,341 shares; 2025Q2: 2,337 shares; 2025Q3: 1,440 shares; 2025Q4: 1,439 shares 1,439 $466K 0.03% -1 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; 2024Q1: 42,597 shares; 2024Q2: 31,694 shares; 2024Q3: 29,313 shares; 2024Q4: 29,313 shares; 2025Q1: 23,427 shares; 2025Q2: 31,099 shares; 2025Q3: 29,236 shares; 2025Q4: 29,236 shares 29,236 $464K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,829 shares; 2024Q2: 4,685 shares; 2024Q3: 4,537 shares; 2024Q4: 4,913 shares; 2025Q1: 4,049 shares; 2025Q2: 3,275 shares; 2025Q3: 2,137 shares; 2025Q4: 2,012 shares 2,012 $461K 0.03% -125 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 468 shares; 2025Q3: 504 shares; 2025Q4: 508 shares 508 $460K 0.03% +4 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; 2024Q1: 4,642 shares; 2024Q2: 4,345 shares; 2024Q3: 4,220 shares; 2024Q4: 4,006 shares; 2025Q1: 3,869 shares; 2025Q2: 4,017 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares 2,822 $459K 0.03% 0 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; 2024Q1: 3,431 shares; 2024Q2: 4,807 shares; 2024Q3: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 5,175 shares 5,175 $458K 0.03% +118 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; 2024Q1: 4,154 shares; 2024Q2: 3,723 shares; 2024Q3: 3,194 shares; 2024Q4: 3,693 shares; 2025Q1: 3,991 shares; 2025Q2: 2,363 shares; 2025Q3: 2,122 shares; 2025Q4: 2,122 shares 2,122 $454K 0.03% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,527 shares; 2025Q1: 26,269 shares; 2025Q2: 26,269 shares; 2025Q3: not reported; 2025Q4: 44,292 shares 44,292 $448K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,532 shares; 2024Q2: 3,339 shares; 2024Q3: 3,278 shares; 2024Q4: 3,282 shares; 2025Q1: 3,975 shares; 2025Q2: 2,734 shares; 2025Q3: 2,137 shares; 2025Q4: 2,140 shares 2,140 $447K 0.03% +3 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; 2024Q1: 1,650 shares; 2024Q2: 1,556 shares; 2024Q3: 1,508 shares; 2024Q4: 1,378 shares; 2025Q1: 1,818 shares; 2025Q2: 1,625 shares; 2025Q3: 987 shares; 2025Q4: 983 shares 983 $446K 0.03% -4 Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,503 shares; 2025Q3: 11,503 shares; 2025Q4: 11,503 shares 11,503 $443K 0.03% 0 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares; 2025Q3: 1,745 shares; 2025Q4: 1,763 shares 1,763 $443K 0.03% +18 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,122 shares; 2024Q2: 2,037 shares; 2024Q3: 2,007 shares; 2024Q4: 1,943 shares; 2025Q1: 1,962 shares; 2025Q2: 1,914 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares 1,705 $442K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 781 shares; 2025Q2: 834 shares; 2025Q3: 577 shares; 2025Q4: 413 shares 413 $442K 0.03% -164 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 897 shares; 2024Q2: 943 shares; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 1,276 shares; 2025Q3: 1,052 shares; 2025Q4: 1,052 shares 1,052 $442K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,871 shares; 2024Q2: 4,455 shares; 2024Q3: 4,724 shares; 2024Q4: 4,744 shares; 2025Q1: not reported; 2025Q2: 7,432 shares; 2025Q3: 6,353 shares; 2025Q4: 6,353 shares 6,353 $441K 0.03% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares; 2025Q3: 1,457 shares; 2025Q4: 1,927 shares 1,927 $439K 0.03% +470 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 3,554 shares; 2025Q2: 4,470 shares; 2025Q3: 3,564 shares; 2025Q4: 3,307 shares 3,307 $433K 0.02% -257 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,414 shares; 2024Q2: 2,308 shares; 2024Q3: 2,247 shares; 2024Q4: 2,263 shares; 2025Q1: 3,402 shares; 2025Q2: 3,905 shares; 2025Q3: 2,759 shares; 2025Q4: 1,958 shares 1,958 $430K 0.02% -801 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,429 shares; 2024Q2: 7,242 shares; 2024Q3: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 6,576 shares; 2025Q2: 6,576 shares; 2025Q3: 4,870 shares; 2025Q4: 4,870 shares 4,870 $420K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,403 shares; 2024Q2: 1,365 shares; 2024Q3: 1,333 shares; 2024Q4: 1,337 shares; 2025Q1: 1,325 shares; 2025Q2: 1,287 shares; 2025Q3: 972 shares; 2025Q4: 1,173 shares 1,173 $414K 0.02% +201 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,667 shares; 2024Q2: 1,619 shares; 2024Q3: 1,555 shares; 2024Q4: 1,467 shares; 2025Q1: 1,667 shares; 2025Q2: 1,366 shares; 2025Q3: 806 shares; 2025Q4: 806 shares 806 $412K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,697 shares; 2024Q2: 20,175 shares; 2024Q3: 32,767 shares; 2024Q4: 27,036 shares; 2025Q1: 22,005 shares; 2025Q2: 13,832 shares; 2025Q3: 9,308 shares; 2025Q4: 11,158 shares 11,158 $412K 0.02% +1,850 Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $412K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,221 shares; 2024Q2: 4,060 shares; 2024Q3: 3,887 shares; 2024Q4: 6,530 shares; 2025Q1: 4,632 shares; 2025Q2: 7,487 shares; 2025Q3: 6,089 shares; 2025Q4: 5,485 shares 5,485 $404K 0.02% -604 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 62,060 shares; 2024Q2: 62,060 shares; 2024Q3: 62,060 shares; 2024Q4: 62,060 shares; 2025Q1: 62,060 shares; 2025Q2: 62,060 shares; 2025Q3: 62,060 shares; 2025Q4: 62,060 shares 62,060 $395K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,359 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares; 2025Q3: 1,746 shares; 2025Q4: 2,274 shares 2,274 $386K 0.02% +528 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; 2024Q1: 825 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,255 shares; 2025Q4: 1,700 shares 1,700 $384K 0.02% +445 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,219 shares; 2024Q2: 2,109 shares; 2024Q3: 2,040 shares; 2024Q4: 2,013 shares; 2025Q1: 2,027 shares; 2025Q2: 2,111 shares; 2025Q3: 1,668 shares; 2025Q4: 1,089 shares 1,089 $383K 0.02% -579 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,794 shares; 2024Q2: 3,560 shares; 2024Q3: 3,381 shares; 2024Q4: 3,397 shares; 2025Q1: 3,474 shares; 2025Q2: 2,685 shares; 2025Q3: 1,862 shares; 2025Q4: 1,862 shares 1,862 $382K 0.02% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,471 shares; 2024Q2: 4,263 shares; 2024Q3: 4,135 shares; 2024Q4: 4,231 shares; 2025Q1: 4,097 shares; 2025Q2: 3,777 shares; 2025Q3: 1,673 shares; 2025Q4: 1,671 shares 1,671 $381K 0.02% -2 Timeline CQQQ 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; 2024Q1: 7,139 shares; 2024Q2: 7,139 shares; 2024Q3: 7,139 shares; 2024Q4: 7,158 shares; 2025Q1: 7,158 shares; 2025Q2: 7,158 shares; 2025Q3: 7,158 shares; 2025Q4: 7,313 shares 7,313 $380K 0.02% +155 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,807 shares 5,807 $380K 0.02% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,891 shares; 2024Q2: 1,725 shares; 2024Q3: 1,692 shares; 2024Q4: 1,752 shares; 2025Q1: 1,896 shares; 2025Q2: 1,826 shares; 2025Q3: 1,058 shares; 2025Q4: 780 shares 780 $377K 0.02% -278 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; 2024Q1: 20,811 shares; 2024Q2: 17,376 shares; 2024Q3: 14,337 shares; 2024Q4: 14,061 shares; 2025Q1: 15,278 shares; 2025Q2: 15,278 shares; 2025Q3: 13,347 shares; 2025Q4: 13,347 shares 13,347 $374K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,002 shares; 2024Q2: 20,444 shares; 2024Q3: 20,137 shares; 2024Q4: 19,521 shares; 2025Q1: 18,989 shares; 2025Q2: 16,901 shares; 2025Q3: 10,285 shares; 2025Q4: 10,285 shares 10,285 $373K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,396 shares; 2024Q2: 1,326 shares; 2024Q3: 1,293 shares; 2024Q4: 1,540 shares; 2025Q1: 1,337 shares; 2025Q2: 1,162 shares; 2025Q3: 791 shares; 2025Q4: 791 shares 791 $369K 0.02% 0 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; 2024Q1: 6,550 shares; 2024Q2: 6,550 shares; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,689 shares; 2025Q2: 6,689 shares; 2025Q3: 6,690 shares; 2025Q4: 6,690 shares 6,690 $366K 0.02% 0 Timeline PPA 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares 2,308 $362K 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,634 shares; 2025Q1: 3,202 shares; 2025Q2: 3,656 shares; 2025Q3: 2,141 shares; 2025Q4: 2,214 shares 2,214 $357K 0.02% +73 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,710 shares; 2024Q2: 2,579 shares; 2024Q3: 2,513 shares; 2024Q4: 2,539 shares; 2025Q1: 2,417 shares; 2025Q2: 2,974 shares; 2025Q3: 1,835 shares; 2025Q4: 1,142 shares 1,142 $356K 0.02% -693 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,161 shares; 2024Q2: 5,014 shares; 2024Q3: 4,821 shares; 2024Q4: 7,106 shares; 2025Q1: 7,759 shares; 2025Q2: 8,328 shares; 2025Q3: 5,686 shares; 2025Q4: 5,675 shares 5,675 $355K 0.02% -11 Timeline TBLL 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,841 shares; 2024Q4: 12,841 shares; 2025Q1: 13,314 shares; 2025Q2: 27,159 shares; 2025Q3: 17,211 shares; 2025Q4: 3,306 shares 3,306 $349K 0.02% -13,905 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,509 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 2,509 shares; 2025Q3: 2,509 shares; 2025Q4: 2,509 shares 2,509 $349K 0.02% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares; 2025Q3: 3,821 shares; 2025Q4: 3,821 shares 3,821 $342K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,000 shares; 2024Q2: 1,917 shares; 2024Q3: 1,891 shares; 2024Q4: 1,897 shares; 2025Q1: 1,864 shares; 2025Q2: 1,787 shares; 2025Q3: 1,175 shares; 2025Q4: 1,171 shares 1,171 $338K 0.02% -4 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; 2024Q1: not reported; 2024Q2: 1,080 shares; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,309 shares 1,309 $338K 0.02% -173 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $337K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares 1,852 $336K 0.02% 0 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,516 shares; 2025Q3: 6,463 shares; 2025Q4: 6,463 shares 6,463 $335K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,874 shares; 2024Q2: 8,500 shares; 2024Q3: 7,597 shares; 2024Q4: 8,054 shares; 2025Q1: 5,581 shares; 2025Q2: 7,821 shares; 2025Q3: 8,952 shares; 2025Q4: 5,244 shares 5,244 $334K 0.02% -3,708 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,347 shares; 2025Q2: 3,345 shares; 2025Q3: 3,365 shares; 2025Q4: 3,365 shares 3,365 $332K 0.02% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,256 shares; 2024Q2: 2,302 shares; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,316 shares; 2025Q2: 2,330 shares; 2025Q3: 2,033 shares; 2025Q4: 2,033 shares 2,033 $330K 0.02% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,770 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,744 shares; 2025Q1: 8,603 shares; 2025Q2: 8,692 shares; 2025Q3: 6,880 shares; 2025Q4: 6,880 shares 6,880 $329K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,887 shares; 2024Q2: 3,797 shares; 2024Q3: 3,646 shares; 2024Q4: 3,233 shares; 2025Q1: 3,077 shares; 2025Q2: 3,182 shares; 2025Q3: 1,851 shares; 2025Q4: 1,772 shares 1,772 $329K 0.02% -79 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,017 shares 5,017 $328K 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; 2024Q1: 1,127 shares; 2024Q2: 1,080 shares; 2024Q3: 1,058 shares; 2024Q4: 1,099 shares; 2025Q1: 1,041 shares; 2025Q2: 867 shares; 2025Q3: 372 shares; 2025Q4: 372 shares 372 $327K 0.02% 0 Timeline SPHQ 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; 2024Q1: 4,003 shares; 2024Q2: 4,003 shares; 2024Q3: 4,753 shares; 2024Q4: 4,760 shares; 2025Q1: 5,075 shares; 2025Q2: 5,083 shares; 2025Q3: 4,338 shares; 2025Q4: 4,347 shares 4,347 $326K 0.02% +9 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; 2024Q1: 4,270 shares; 2024Q2: 4,280 shares; 2024Q3: 4,134 shares; 2024Q4: 4,169 shares; 2025Q1: 4,164 shares; 2025Q2: 3,876 shares; 2025Q3: 2,775 shares; 2025Q4: 2,774 shares 2,774 $325K 0.02% -1 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 188 shares; 2024Q2: 8,700 shares; 2024Q3: 10,662 shares; 2024Q4: 10,700 shares; 2025Q1: 12,499 shares; 2025Q2: 9,665 shares; 2025Q3: 8,779 shares; 2025Q4: 8,754 shares 8,754 $324K 0.02% -25 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,526 shares; 2024Q2: 9,190 shares; 2024Q3: 8,944 shares; 2024Q4: 8,596 shares; 2025Q1: 8,259 shares; 2025Q2: 7,611 shares; 2025Q3: 5,341 shares; 2025Q4: 5,350 shares 5,350 $322K 0.02% +9 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; 2024Q1: 17,267 shares; 2024Q2: 14,883 shares; 2024Q3: 13,692 shares; 2024Q4: 10,930 shares; 2025Q1: 13,281 shares; 2025Q2: 14,970 shares; 2025Q3: 12,138 shares; 2025Q4: 6,320 shares 6,320 $322K 0.02% -5,818 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,685 shares; 2024Q2: 1,594 shares; 2024Q3: 1,547 shares; 2024Q4: 1,475 shares; 2025Q1: 1,537 shares; 2025Q2: 1,405 shares; 2025Q3: 1,027 shares; 2025Q4: 1,028 shares 1,028 $319K 0.02% +1 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,763 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,189 shares; 2025Q4: 22,227 shares 22,227 $319K 0.02% +38 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,977 shares; 2024Q2: 2,816 shares; 2024Q3: 2,718 shares; 2024Q4: 2,671 shares; 2025Q1: 2,530 shares; 2025Q2: 2,228 shares; 2025Q3: 1,846 shares; 2025Q4: 1,703 shares 1,703 $316K 0.02% -143 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 2,276 shares; 2025Q3: 1,961 shares; 2025Q4: 2,024 shares 2,024 $313K 0.02% +63 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,063 shares; 2025Q2: 3,936 shares; 2025Q3: 2,938 shares; 2025Q4: 2,961 shares 2,961 $312K 0.02% +23 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,061 shares; 2024Q2: 6,756 shares; 2024Q3: 6,528 shares; 2024Q4: 6,541 shares; 2025Q1: 6,502 shares; 2025Q2: 5,915 shares; 2025Q3: 3,574 shares; 2025Q4: 3,576 shares 3,576 $312K 0.02% +2 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; 2024Q1: 1,386 shares; 2024Q2: 1,345 shares; 2024Q3: 1,305 shares; 2024Q4: 1,338 shares; 2025Q1: 1,244 shares; 2025Q2: 1,160 shares; 2025Q3: 923 shares; 2025Q4: 923 shares 923 $311K 0.02% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,915 shares; 2025Q3: 1,917 shares; 2025Q4: 1,917 shares 1,917 $311K 0.02% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,247 shares; 2024Q2: 1,182 shares; 2024Q3: 1,147 shares; 2024Q4: 965 shares; 2025Q1: 953 shares; 2025Q2: 908 shares; 2025Q3: 604 shares; 2025Q4: 604 shares 604 $308K 0.02% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,314 shares; 2025Q2: 6,604 shares; 2025Q3: 6,813 shares; 2025Q4: 7,178 shares 7,178 $308K 0.02% +365 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,833 shares; 2024Q2: 7,266 shares; 2024Q3: 7,082 shares; 2024Q4: 6,710 shares; 2025Q1: 6,551 shares; 2025Q2: 5,899 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares 3,437 $301K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,014 shares; 2024Q2: 6,731 shares; 2024Q3: 6,549 shares; 2024Q4: 6,352 shares; 2025Q1: 6,330 shares; 2025Q2: 5,913 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares 2,565 $298K 0.02% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,120 shares; 2024Q2: 11,157 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,014 shares; 2025Q2: 11,136 shares; 2025Q3: 9,723 shares; 2025Q4: 9,723 shares 9,723 $296K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 650 shares; 2024Q2: 612 shares; 2024Q3: 590 shares; 2024Q4: 593 shares; 2025Q1: 584 shares; 2025Q2: 474 shares; 2025Q3: 395 shares; 2025Q4: 386 shares 386 $296K 0.02% -9 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,507 shares; 2024Q2: 5,871 shares; 2024Q3: 5,503 shares; 2024Q4: 7,001 shares; 2025Q1: 7,104 shares; 2025Q2: 6,639 shares; 2025Q3: 6,780 shares; 2025Q4: 6,780 shares 6,780 $296K 0.02% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,661 shares; 2024Q2: 10,203 shares; 2024Q3: 8,459 shares; 2024Q4: 7,862 shares; 2025Q1: 9,117 shares; 2025Q2: 9,117 shares; 2025Q3: 7,824 shares; 2025Q4: 7,301 shares 7,301 $295K 0.02% -523 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $294K 0.02% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,140 shares; 2024Q2: 7,923 shares; 2024Q3: 7,623 shares; 2024Q4: 7,797 shares; 2025Q1: 10,212 shares; 2025Q2: 9,163 shares; 2025Q3: 6,360 shares; 2025Q4: 6,440 shares 6,440 $293K 0.02% +80 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; 2024Q1: 2,314 shares; 2024Q2: 2,249 shares; 2024Q3: 2,113 shares; 2024Q4: 2,098 shares; 2025Q1: 2,111 shares; 2025Q2: 1,975 shares; 2025Q3: 942 shares; 2025Q4: 937 shares 937 $293K 0.02% -5 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,307 shares 1,307 $292K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,294 shares; 2024Q2: 1,201 shares; 2024Q3: 1,177 shares; 2024Q4: 1,324 shares; 2025Q1: 1,483 shares; 2025Q2: 1,008 shares; 2025Q3: 748 shares; 2025Q4: 747 shares 747 $291K 0.02% -1 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; 2024Q1: 8,860 shares; 2024Q2: 7,135 shares; 2024Q3: 6,432 shares; 2024Q4: 6,432 shares; 2025Q1: 6,080 shares; 2025Q2: 7,398 shares; 2025Q3: 6,528 shares; 2025Q4: 6,528 shares 6,528 $290K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,108 shares; 2024Q2: 4,137 shares; 2024Q3: 3,848 shares; 2024Q4: 3,843 shares; 2025Q1: 4,128 shares; 2025Q2: 6,842 shares; 2025Q3: 5,939 shares; 2025Q4: 3,011 shares 3,011 $289K 0.02% -2,928 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,338 shares; 2024Q2: 9,226 shares; 2024Q3: 7,086 shares; 2024Q4: 7,788 shares; 2025Q1: 9,150 shares; 2025Q2: 10,595 shares; 2025Q3: 8,463 shares; 2025Q4: 8,463 shares 8,463 $286K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 800 shares; 2024Q2: not reported; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 2,984 shares; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares 884 $286K 0.02% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,505 shares; 2024Q2: 2,505 shares; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares 2,505 $285K 0.02% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,299 shares; 2024Q2: 13,689 shares; 2024Q3: 7,969 shares; 2024Q4: not reported; 2025Q1: 7,689 shares; 2025Q2: 9,034 shares; 2025Q3: 8,171 shares; 2025Q4: 8,171 shares 8,171 $284K 0.02% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,638 shares 1,638 $282K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,061 shares; 2024Q2: 4,854 shares; 2024Q3: 4,713 shares; 2024Q4: 4,919 shares; 2025Q1: 4,638 shares; 2025Q2: 4,314 shares; 2025Q3: 1,728 shares; 2025Q4: 1,728 shares 1,728 $281K 0.02% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,516 shares; 2024Q2: 3,945 shares; 2024Q3: 3,770 shares; 2024Q4: 3,531 shares; 2025Q1: 8,742 shares; 2025Q2: 8,056 shares; 2025Q3: 4,094 shares; 2025Q4: 4,157 shares 4,157 $279K 0.02% +63 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; 2024Q1: 3,990 shares; 2024Q2: 3,242 shares; 2024Q3: 2,725 shares; 2024Q4: 2,777 shares; 2025Q1: 2,600 shares; 2025Q2: 2,398 shares; 2025Q3: 1,681 shares; 2025Q4: 1,571 shares 1,571 $276K 0.02% -110 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,254 shares; 2024Q2: 10,527 shares; 2024Q3: 10,252 shares; 2024Q4: 10,207 shares; 2025Q1: 9,987 shares; 2025Q2: 7,791 shares; 2025Q3: 5,606 shares; 2025Q4: 5,557 shares 5,557 $273K 0.02% -49 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,438 shares; 2025Q2: 6,211 shares; 2025Q3: 5,405 shares; 2025Q4: 5,457 shares 5,457 $273K 0.02% +52 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,201 shares; 2024Q2: 2,090 shares; 2024Q3: 2,121 shares; 2024Q4: 2,127 shares; 2025Q1: 2,204 shares; 2025Q2: 1,924 shares; 2025Q3: 1,333 shares; 2025Q4: 1,333 shares 1,333 $272K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,847 shares; 2024Q2: 2,820 shares; 2024Q3: 2,726 shares; 2024Q4: 2,506 shares; 2025Q1: 2,477 shares; 2025Q2: 2,271 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares 1,316 $270K 0.02% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,473 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,847 shares; 2025Q3: 2,847 shares; 2025Q4: 2,847 shares 2,847 $268K 0.02% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,683 shares; 2025Q4: 2,699 shares 2,699 $268K 0.02% +16 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,026 shares; 2024Q2: 3,852 shares; 2024Q3: 3,856 shares; 2024Q4: 4,298 shares; 2025Q1: 5,332 shares; 2025Q2: 6,409 shares; 2025Q3: 5,284 shares; 2025Q4: 4,151 shares 4,151 $265K 0.02% -1,133 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,511 shares; 2024Q2: 5,514 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,092 shares; 2025Q2: 6,092 shares; 2025Q3: 5,378 shares; 2025Q4: 5,378 shares 5,378 $264K 0.02% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 43,816 shares; 2024Q2: 43,816 shares; 2024Q3: 41,874 shares; 2024Q4: 41,874 shares; 2025Q1: 49,760 shares; 2025Q2: 49,760 shares; 2025Q3: 49,760 shares; 2025Q4: 49,760 shares 49,760 $264K 0.02% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,556 shares; 2024Q2: 3,436 shares; 2024Q3: 3,350 shares; 2024Q4: 3,348 shares; 2025Q1: 3,316 shares; 2025Q2: 3,147 shares; 2025Q3: 1,630 shares; 2025Q4: 1,631 shares 1,631 $262K 0.01% +1 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; 2024Q1: 19,658 shares; 2024Q2: 16,905 shares; 2024Q3: 15,926 shares; 2024Q4: 15,925 shares; 2025Q1: 16,080 shares; 2025Q2: 14,939 shares; 2025Q3: 14,939 shares; 2025Q4: 14,939 shares 14,939 $261K 0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: 1,046 shares; 2025Q2: 1,003 shares; 2025Q3: 560 shares; 2025Q4: 556 shares 556 $261K 0.01% -4 Timeline FIG FIGMA INC More: the full row for FIGMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,928 shares 6,928 $259K 0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,094 shares; 2025Q1: 8,158 shares; 2025Q2: 8,094 shares; 2025Q3: 6,197 shares; 2025Q4: 2,266 shares 2,266 $256K 0.01% -3,931 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,104 shares; 2024Q2: 6,154 shares; 2024Q3: 5,982 shares; 2024Q4: 5,848 shares; 2025Q1: 6,348 shares; 2025Q2: 6,072 shares; 2025Q3: 4,353 shares; 2025Q4: 4,370 shares 4,370 $256K 0.01% +17 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,268 shares; 2025Q1: 3,119 shares; 2025Q2: 3,519 shares; 2025Q3: 4,798 shares; 2025Q4: 2,283 shares 2,283 $255K 0.01% -2,515 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; 2024Q1: 2,456 shares; 2024Q2: 2,375 shares; 2024Q3: 2,316 shares; 2024Q4: 2,324 shares; 2025Q1: 3,853 shares; 2025Q2: 3,229 shares; 2025Q3: 2,484 shares; 2025Q4: 1,035 shares 1,035 $255K 0.01% -1,449 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,290 shares; 2024Q2: 3,282 shares; 2024Q3: 3,154 shares; 2024Q4: 3,175 shares; 2025Q1: 4,746 shares; 2025Q2: 4,656 shares; 2025Q3: 4,019 shares; 2025Q4: 2,268 shares 2,268 $254K 0.01% -1,751 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,349 shares; 2024Q2: 2,265 shares; 2024Q3: 2,273 shares; 2024Q4: 2,280 shares; 2025Q1: 2,249 shares; 2025Q2: 2,261 shares; 2025Q3: 1,831 shares; 2025Q4: 1,846 shares 1,846 $254K 0.01% +15 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,027 shares; 2024Q2: 4,446 shares; 2024Q3: 4,293 shares; 2024Q4: 4,317 shares; 2025Q1: 4,286 shares; 2025Q2: 4,554 shares; 2025Q3: 2,093 shares; 2025Q4: 2,009 shares 2,009 $253K 0.01% -84 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; 2024Q1: 5,075 shares; 2024Q2: 4,853 shares; 2024Q3: 4,721 shares; 2024Q4: 4,495 shares; 2025Q1: 8,194 shares; 2025Q2: 7,468 shares; 2025Q3: 5,575 shares; 2025Q4: 6,273 shares 6,273 $252K 0.01% +698 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,107 shares 1,107 $251K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,434 shares; 2024Q2: 4,121 shares; 2024Q3: 4,006 shares; 2024Q4: 3,981 shares; 2025Q1: 3,993 shares; 2025Q2: 3,611 shares; 2025Q3: 2,090 shares; 2025Q4: 2,090 shares 2,090 $250K 0.01% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,690 shares; 2024Q2: 1,602 shares; 2024Q3: 1,539 shares; 2024Q4: 1,542 shares; 2025Q1: 1,519 shares; 2025Q2: 1,294 shares; 2025Q3: 864 shares; 2025Q4: 863 shares 863 $248K 0.01% -1 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 254 shares; 2024Q2: 247 shares; 2024Q3: 243 shares; 2024Q4: 244 shares; 2025Q1: 243 shares; 2025Q2: 234 shares; 2025Q3: 75 shares; 2025Q4: 73 shares 73 $248K 0.01% -2 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,341 shares; 2024Q2: 7,746 shares; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 3,176 shares; 2025Q4: 3,176 shares 3,176 $246K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,543 shares; 2024Q2: 1,561 shares; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,686 shares; 2025Q2: 1,488 shares; 2025Q3: 1,211 shares; 2025Q4: 1,144 shares 1,144 $246K 0.01% -67 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,422 shares; 2024Q2: 3,268 shares; 2024Q3: 3,198 shares; 2024Q4: 3,063 shares; 2025Q1: 3,077 shares; 2025Q2: 3,038 shares; 2025Q3: 2,177 shares; 2025Q4: 2,166 shares 2,166 $244K 0.01% -11 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,208 shares; 2024Q2: 1,158 shares; 2024Q3: 1,147 shares; 2024Q4: 1,154 shares; 2025Q1: 2,434 shares; 2025Q2: 1,312 shares; 2025Q3: 727 shares; 2025Q4: 497 shares 497 $244K 0.01% -230 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,977 shares; 2024Q2: 1,879 shares; 2024Q3: 1,840 shares; 2024Q4: 1,735 shares; 2025Q1: 1,771 shares; 2025Q2: 1,585 shares; 2025Q3: 836 shares; 2025Q4: 836 shares 836 $241K 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; 2024Q1: 20,282 shares; 2024Q2: 13,812 shares; 2024Q3: 11,645 shares; 2024Q4: 10,264 shares; 2025Q1: 10,091 shares; 2025Q2: 12,484 shares; 2025Q3: 12,484 shares; 2025Q4: 12,484 shares 12,484 $241K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 985 shares; 2024Q2: 919 shares; 2024Q3: 874 shares; 2024Q4: 886 shares; 2025Q1: 1,157 shares; 2025Q2: 780 shares; 2025Q3: 570 shares; 2025Q4: 570 shares 570 $241K 0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,451 shares; 2025Q3: 6,771 shares; 2025Q4: 6,771 shares 6,771 $240K 0.01% 0 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; 2024Q1: 3,531 shares; 2024Q2: 3,373 shares; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 4,417 shares; 2025Q2: 4,146 shares; 2025Q3: 2,766 shares; 2025Q4: 1,470 shares 1,470 $238K 0.01% -1,296 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,953 shares; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 3,953 shares; 2025Q3: 3,953 shares; 2025Q4: 3,953 shares 3,953 $237K 0.01% 0 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; 2024Q1: 3,335 shares; 2024Q2: 2,814 shares; 2024Q3: 2,153 shares; 2024Q4: 1,948 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 1,782 shares; 2025Q4: 1,782 shares 1,782 $235K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,911 shares; 2024Q2: 6,511 shares; 2024Q3: 6,310 shares; 2024Q4: 6,234 shares; 2025Q1: 4,714 shares; 2025Q2: 4,437 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares 2,694 $235K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,547 shares; 2025Q4: 2,547 shares 2,547 $233K 0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,636 shares 3,636 $233K 0.01% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,914 shares; 2025Q2: 1,906 shares; 2025Q3: 2,206 shares; 2025Q4: 2,255 shares 2,255 $232K 0.01% +49 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; 2024Q1: 11,318 shares; 2024Q2: 10,668 shares; 2024Q3: 9,750 shares; 2024Q4: 9,447 shares; 2025Q1: 9,426 shares; 2025Q2: 7,859 shares; 2025Q3: 4,620 shares; 2025Q4: 4,282 shares 4,282 $230K 0.01% -338 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 375 shares; 2025Q4: 380 shares 380 $230K 0.01% +5 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 4,119 shares; 2025Q3: 3,679 shares; 2025Q4: 3,679 shares 3,679 $230K 0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,782 shares 2,782 $227K 0.01% 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; 2024Q1: 4,892 shares; 2024Q2: 4,940 shares; 2024Q3: 4,827 shares; 2024Q4: 4,819 shares; 2025Q1: 4,788 shares; 2025Q2: 4,428 shares; 2025Q3: 2,366 shares; 2025Q4: 2,031 shares 2,031 $224K 0.01% -335 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; 2024Q1: 6,281 shares; 2024Q2: 5,512 shares; 2024Q3: 3,988 shares; 2024Q4: 4,104 shares; 2025Q1: 5,746 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,797 shares 2,797 $224K 0.01% new 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; 2024Q1: 4,584 shares; 2024Q2: 4,290 shares; 2024Q3: 4,133 shares; 2024Q4: 4,199 shares; 2025Q1: 4,152 shares; 2025Q2: 3,771 shares; 2025Q3: 2,600 shares; 2025Q4: 2,607 shares 2,607 $223K 0.01% +7 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,662 shares; 2024Q2: 4,551 shares; 2024Q3: 4,443 shares; 2024Q4: 4,847 shares; 2025Q1: 4,769 shares; 2025Q2: 4,593 shares; 2025Q3: 2,680 shares; 2025Q4: 2,602 shares 2,602 $222K 0.01% -78 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,751 shares; 2024Q2: 5,011 shares; 2024Q3: 4,179 shares; 2024Q4: 4,130 shares; 2025Q1: 4,807 shares; 2025Q2: 3,894 shares; 2025Q3: 3,013 shares; 2025Q4: 3,004 shares 3,004 $221K 0.01% -9 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,032 shares; 2024Q2: 5,688 shares; 2024Q3: 5,551 shares; 2024Q4: 5,605 shares; 2025Q1: 5,558 shares; 2025Q2: 5,254 shares; 2025Q3: 2,858 shares; 2025Q4: 2,799 shares 2,799 $221K 0.01% -59 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,383 shares; 2024Q2: 4,466 shares; 2024Q3: 4,350 shares; 2024Q4: 5,338 shares; 2025Q1: 4,979 shares; 2025Q2: 4,304 shares; 2025Q3: 3,057 shares; 2025Q4: 1,728 shares 1,728 $221K 0.01% -1,329 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; 2024Q1: 9,478 shares; 2024Q2: 8,757 shares; 2024Q3: 3,629 shares; 2024Q4: 5,116 shares; 2025Q1: 3,193 shares; 2025Q2: 3,611 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares 2,755 $219K 0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,016 shares 6,016 $218K 0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,804 shares; 2024Q2: 1,723 shares; 2024Q3: 1,731 shares; 2024Q4: 1,735 shares; 2025Q1: 1,732 shares; 2025Q2: 1,644 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares 1,021 $218K 0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,003 shares; 2024Q2: 4,765 shares; 2024Q3: 4,601 shares; 2024Q4: 4,725 shares; 2025Q1: 4,883 shares; 2025Q2: 4,541 shares; 2025Q3: 3,232 shares; 2025Q4: 3,235 shares 3,235 $218K 0.01% +3 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 390 shares; 2024Q2: 369 shares; 2024Q3: 358 shares; 2024Q4: 400 shares; 2025Q1: 316 shares; 2025Q2: 297 shares; 2025Q3: 163 shares; 2025Q4: 163 shares 163 $217K 0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,290 shares; 2024Q2: 4,053 shares; 2024Q3: 3,918 shares; 2024Q4: 3,937 shares; 2025Q1: 4,778 shares; 2025Q2: 8,943 shares; 2025Q3: 5,347 shares; 2025Q4: 5,381 shares 5,381 $216K 0.01% +34 Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,130 shares; 2025Q1: 10,130 shares; 2025Q2: 10,130 shares; 2025Q3: 10,130 shares; 2025Q4: 10,130 shares 10,130 $211K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares; 2025Q3: 1,766 shares; 2025Q4: 1,316 shares 1,316 $210K 0.01% -450 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: not reported; 2025Q3: 805 shares; 2025Q4: 829 shares 829 $209K 0.01% +24 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,620 shares; 2024Q4: 3,254 shares; 2025Q1: 3,531 shares; 2025Q2: 3,336 shares; 2025Q3: 2,251 shares; 2025Q4: 2,251 shares 2,251 $208K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,301 shares; 2024Q2: 1,232 shares; 2024Q3: 1,191 shares; 2024Q4: 1,198 shares; 2025Q1: 1,174 shares; 2025Q2: 1,183 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $207K 0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,823 shares 3,823 $207K 0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 2,580 shares; 2025Q3: 2,598 shares; 2025Q4: 2,581 shares 2,581 $206K 0.01% -17 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,689 shares; 2025Q4: 1,572 shares 1,572 $205K 0.01% -117 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares; 2025Q3: 2,248 shares; 2025Q4: 2,128 shares 2,128 $204K 0.01% -120 Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,186 shares; 2024Q2: 15,186 shares; 2024Q3: 15,186 shares; 2024Q4: 15,186 shares; 2025Q1: 15,233 shares; 2025Q2: 15,186 shares; 2025Q3: 15,186 shares; 2025Q4: 15,186 shares 15,186 $186K 0.01% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,557 shares; 2024Q2: 15,884 shares; 2024Q3: 14,392 shares; 2024Q4: not reported; 2025Q1: 10,790 shares; 2025Q2: 10,802 shares; 2025Q3: 10,802 shares; 2025Q4: 10,802 shares 10,802 $183K 0.01% 0 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; 2024Q1: 41,441 shares; 2024Q2: 28,437 shares; 2024Q3: 24,509 shares; 2024Q4: 24,509 shares; 2025Q1: 25,109 shares; 2025Q2: 25,109 shares; 2025Q3: 21,181 shares; 2025Q4: 21,181 shares 21,181 $155K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,022 shares; 2025Q2: 10,649 shares; 2025Q3: 23,064 shares; 2025Q4: 23,064 shares 23,064 $149K 0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 28,601 shares; 2024Q2: 28,601 shares; 2024Q3: 28,601 shares; 2024Q4: 28,601 shares; 2025Q1: 28,601 shares; 2025Q2: 28,601 shares; 2025Q3: 28,601 shares; 2025Q4: 28,601 shares 28,601 $117K 0.01% 0 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,047 shares; 2024Q2: 14,857 shares; 2024Q3: 13,672 shares; 2024Q4: 13,672 shares; 2025Q1: 13,672 shares; 2025Q2: 13,672 shares; 2025Q3: 13,672 shares; 2025Q4: 13,672 shares 13,672 $105K 0.01% 0 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares 30,000 $105K 0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,739 shares; 2025Q3: 11,739 shares; 2025Q4: 11,739 shares 11,739 $98.5K 0.01% 0 Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,080 shares; 2024Q2: 16,080 shares; 2024Q3: 16,080 shares; 2024Q4: 16,080 shares; 2025Q1: 16,080 shares; 2025Q2: 16,080 shares; 2025Q3: 16,080 shares; 2025Q4: 16,080 shares 16,080 $55.8K <0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,382 shares; 2025Q2: 10,350 shares; 2025Q3: 10,350 shares; 2025Q4: 10,350 shares 10,350 $51.6K <0.01% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,992 shares; 2024Q4: 16,992 shares; 2025Q1: 16,992 shares; 2025Q2: 16,992 shares; 2025Q3: 16,992 shares; 2025Q4: 16,992 shares 16,992 $30.4K <0.01% 0 Timeline