CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,319,789 shares; 2024Q4: 4,708,770 shares; 2025Q1: 5,091,069 shares; 2025Q2: 5,270,920 shares; 2025Q3: 5,425,920 shares; 2025Q4: 5,788,946 shares; 2026Q1: 6,043,904 shares; 2026Q2: 6,959,626 shares 6,959,626 $343M 9.81% +915,722 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,086 shares; 2024Q4: 599,251 shares; 2025Q1: 660,392 shares; 2025Q2: 691,674 shares; 2025Q3: 722,866 shares; 2025Q4: 771,539 shares; 2026Q1: 816,946 shares; 2026Q2: 989,945 shares 989,945 $234M 6.7% +172,999 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,578 shares; 2024Q4: 253,197 shares; 2025Q1: 270,474 shares; 2025Q2: 281,103 shares; 2025Q3: 291,459 shares; 2025Q4: 301,211 shares; 2026Q1: 317,725 shares; 2026Q2: 1,515,232 shares 1,515,232 $188M 5.38% +1,197,507 Timeline JEPI 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; 2024Q3: 1,416,257 shares; 2024Q4: 1,583,959 shares; 2025Q1: 1,766,767 shares; 2025Q2: 1,854,052 shares; 2025Q3: 1,961,535 shares; 2025Q4: 2,114,467 shares; 2026Q1: 2,356,270 shares; 2026Q2: 2,819,530 shares 2,819,530 $159M 4.55% +463,260 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925,629 shares; 2024Q4: 1,055,216 shares; 2025Q1: 1,183,393 shares; 2025Q2: 1,223,744 shares; 2025Q3: 1,268,032 shares; 2025Q4: 1,336,183 shares; 2026Q1: 1,357,180 shares; 2026Q2: 1,530,507 shares 1,530,507 $150M 4.3% +173,327 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,050,617 shares; 2024Q4: 1,381,791 shares; 2025Q1: 1,568,309 shares; 2025Q2: 1,661,858 shares; 2025Q3: 1,730,340 shares; 2025Q4: 1,964,081 shares; 2026Q1: 2,056,892 shares; 2026Q2: 3,252,599 shares 3,252,599 $122M 3.49% +1,195,707 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,247,433 shares; 2024Q4: 1,441,586 shares; 2025Q1: 1,512,687 shares; 2025Q2: 1,584,351 shares; 2025Q3: 1,661,541 shares; 2025Q4: 1,732,779 shares; 2026Q1: 1,779,613 shares; 2026Q2: 2,072,260 shares 2,072,260 $112M 3.2% +292,647 Timeline JCPB 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439,759 shares; 2026Q1: 1,830,246 shares; 2026Q2: 2,367,229 shares 2,367,229 $111M 3.18% +536,983 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 753,433 shares; 2024Q4: 850,527 shares; 2025Q1: 848,148 shares; 2025Q2: 884,785 shares; 2025Q3: 945,735 shares; 2025Q4: 1,006,896 shares; 2026Q1: 1,043,799 shares; 2026Q2: 1,235,907 shares 1,235,907 $102M 2.91% +192,108 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 703,251 shares; 2024Q4: 773,539 shares; 2025Q1: 828,113 shares; 2025Q2: 892,804 shares; 2025Q3: 937,280 shares; 2025Q4: 1,042,635 shares; 2026Q1: 1,050,750 shares; 2026Q2: 1,274,825 shares 1,274,825 $96.6M 2.76% +224,075 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,222 shares; 2025Q2: 54,875 shares; 2025Q3: not reported; 2025Q4: 2,358,317 shares; 2026Q1: 2,985,269 shares; 2026Q2: 3,595,528 shares 3,595,528 $95.4M 2.73% +610,259 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,232,669 shares; 2024Q4: 1,457,547 shares; 2025Q1: 1,513,042 shares; 2025Q2: 1,615,462 shares; 2025Q3: 1,740,592 shares; 2025Q4: 1,836,033 shares; 2026Q1: 1,971,772 shares; 2026Q2: 2,430,784 shares 2,430,784 $84.2M 2.41% +459,012 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 445,779 shares; 2024Q4: 502,421 shares; 2025Q1: 553,163 shares; 2025Q2: 570,997 shares; 2025Q3: 590,770 shares; 2025Q4: 622,536 shares; 2026Q1: 638,210 shares; 2026Q2: 762,478 shares 762,478 $79.2M 2.26% +124,268 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,216,203 shares; 2024Q4: 1,365,020 shares; 2025Q1: 1,563,959 shares; 2025Q2: 1,647,049 shares; 2025Q3: 1,695,811 shares; 2025Q4: 1,775,826 shares; 2026Q1: 1,764,001 shares; 2026Q2: 2,070,402 shares 2,070,402 $76.3M 2.18% +306,401 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,917 shares; 2024Q4: 177,056 shares; 2025Q1: 189,840 shares; 2025Q2: 177,662 shares; 2025Q3: 178,126 shares; 2025Q4: 167,305 shares; 2026Q1: 166,819 shares; 2026Q2: 253,919 shares 253,919 $73.5M 2.1% +87,100 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 649,916 shares; 2024Q4: 859,190 shares; 2025Q1: 915,092 shares; 2025Q2: 950,466 shares; 2025Q3: 1,013,280 shares; 2025Q4: 1,098,989 shares; 2026Q1: 1,163,050 shares; 2026Q2: 1,340,317 shares 1,340,317 $63.3M 1.81% +177,267 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 882,237 shares; 2024Q4: 1,047,371 shares; 2025Q1: 1,174,656 shares; 2025Q2: 1,236,582 shares; 2025Q3: 1,362,371 shares; 2025Q4: 1,460,686 shares; 2026Q1: 1,671,683 shares; 2026Q2: 2,277,176 shares 2,277,176 $50.8M 1.45% +605,493 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,342 shares; 2024Q4: 57,731 shares; 2025Q1: 85,665 shares; 2025Q2: 86,622 shares; 2025Q3: 109,298 shares; 2025Q4: 103,449 shares; 2026Q1: 118,591 shares; 2026Q2: 214,544 shares 214,544 $42.9M 1.23% +95,953 Timeline VUSV VANGUARD WELLESLEY INCOME FD More: the full row for VANGUARD WELLESLEY INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 398,801 shares; 2026Q1: 433,161 shares; 2026Q2: 592,947 shares 592,947 $40.5M 1.16% +159,786 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 294,079 shares 294,079 $40.2M 1.15% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299,748 shares; 2024Q4: 339,318 shares; 2025Q1: 351,096 shares; 2025Q2: 376,716 shares; 2025Q3: 410,361 shares; 2025Q4: 426,378 shares; 2026Q1: 457,022 shares; 2026Q2: 554,562 shares 554,562 $38.8M 1.11% +97,540 Timeline JPIE 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; 2024Q3: 5,424 shares; 2024Q4: 5,675 shares; 2025Q1: 8,455 shares; 2025Q2: 8,455 shares; 2025Q3: 17,987 shares; 2025Q4: 458,059 shares; 2026Q1: 555,847 shares; 2026Q2: 740,802 shares 740,802 $34.1M 0.98% +184,955 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,621 shares; 2024Q4: 624,857 shares; 2025Q1: 703,135 shares; 2025Q2: 709,009 shares; 2025Q3: 746,403 shares; 2025Q4: 1,117,976 shares; 2026Q1: 1,118,256 shares; 2026Q2: 1,168,831 shares 1,168,831 $32.1M 0.92% +50,575 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,445 shares; 2024Q4: 55,411 shares; 2025Q1: 59,508 shares; 2025Q2: 59,373 shares; 2025Q3: 61,662 shares; 2025Q4: 58,757 shares; 2026Q1: 64,254 shares; 2026Q2: 84,272 shares 84,272 $31.4M 0.9% +20,018 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,827 shares; 2024Q4: 48,438 shares; 2025Q1: 50,088 shares; 2025Q2: 53,527 shares; 2025Q3: 58,102 shares; 2025Q4: 59,528 shares; 2026Q1: 64,549 shares; 2026Q2: 78,858 shares 78,858 $31.1M 0.89% +14,309 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 704,901 shares; 2026Q1: 1,122,766 shares; 2026Q2: 1,167,653 shares 1,167,653 $29.1M 0.83% +44,887 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,146 shares; 2026Q1: 269,435 shares; 2026Q2: 329,907 shares 329,907 $25.2M 0.72% +60,472 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,566 shares; 2024Q4: 331,258 shares; 2025Q1: 357,297 shares; 2025Q2: 396,010 shares; 2025Q3: 415,827 shares; 2025Q4: 453,794 shares; 2026Q1: 512,908 shares; 2026Q2: 663,785 shares 663,785 $24.9M 0.71% +150,877 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 269,900 shares; 2024Q4: 352,523 shares; 2025Q1: 377,811 shares; 2025Q2: 403,358 shares; 2025Q3: 436,310 shares; 2025Q4: 448,560 shares; 2026Q1: 466,852 shares; 2026Q2: 566,077 shares 566,077 $22.8M 0.65% +99,225 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175,632 shares; 2024Q4: 237,906 shares; 2025Q1: 269,725 shares; 2025Q2: 306,141 shares; 2025Q3: 331,486 shares; 2025Q4: 358,022 shares; 2026Q1: 371,306 shares; 2026Q2: 387,967 shares 387,967 $21.3M 0.61% +16,661 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,998 shares; 2024Q4: 214,999 shares; 2025Q1: 262,645 shares; 2025Q2: 271,820 shares; 2025Q3: 280,805 shares; 2025Q4: 492,538 shares; 2026Q1: 532,357 shares; 2026Q2: 562,184 shares 562,184 $21.3M 0.61% +29,827 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,659 shares; 2024Q4: 28,409 shares; 2025Q1: 39,592 shares; 2025Q2: 38,413 shares; 2025Q3: 38,349 shares; 2025Q4: 36,367 shares; 2026Q1: 44,267 shares; 2026Q2: 58,617 shares 58,617 $20.9M 0.6% +14,350 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,000 shares; 2024Q4: 44,041 shares; 2025Q1: 49,779 shares; 2025Q2: 49,639 shares; 2025Q3: 49,781 shares; 2025Q4: 46,216 shares; 2026Q1: 48,970 shares; 2026Q2: 62,628 shares 62,628 $20.5M 0.59% +13,658 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,163 shares; 2024Q4: 41,150 shares; 2025Q1: 45,269 shares; 2025Q2: 45,164 shares; 2025Q3: 44,297 shares; 2025Q4: 43,047 shares; 2026Q1: 43,965 shares; 2026Q2: 51,864 shares 51,864 $19.6M 0.56% +7,899 Timeline JAVA 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,000 shares; 2026Q1: 213,199 shares; 2026Q2: 246,308 shares 246,308 $19.6M 0.56% +33,109 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 626,087 shares; 2025Q1: 620,879 shares; 2025Q2: 613,859 shares; 2025Q3: 631,391 shares; 2025Q4: 698,946 shares; 2026Q1: 670,625 shares; 2026Q2: 695,835 shares 695,835 $18M 0.51% +25,210 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,129 shares; 2024Q4: 8,794 shares; 2025Q1: 10,315 shares; 2025Q2: 10,318 shares; 2025Q3: 9,920 shares; 2025Q4: 9,914 shares; 2026Q1: 11,028 shares; 2026Q2: 13,311 shares 13,311 $16M 0.46% +2,283 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,317 shares; 2025Q2: 14,811 shares; 2025Q3: 15,016 shares; 2025Q4: 267,062 shares; 2026Q1: 350,607 shares; 2026Q2: 416,050 shares 416,050 $13.7M 0.39% +65,443 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,921 shares; 2024Q4: 5,143 shares; 2025Q1: 37,706 shares; 2025Q2: 35,399 shares; 2025Q3: 35,541 shares; 2025Q4: 34,986 shares; 2026Q1: 34,976 shares; 2026Q2: 36,627 shares 36,627 $13.6M 0.39% +1,651 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,028 shares; 2024Q4: 41,435 shares; 2025Q1: 41,904 shares; 2025Q2: 42,074 shares; 2025Q3: 42,498 shares; 2025Q4: 40,414 shares; 2026Q1: 39,115 shares; 2026Q2: 80,667 shares 80,667 $13.4M 0.38% +41,552 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,354 shares; 2024Q4: 62,463 shares; 2025Q1: 76,365 shares; 2025Q2: 74,959 shares; 2025Q3: 75,115 shares; 2025Q4: 72,251 shares; 2026Q1: 87,835 shares; 2026Q2: 114,714 shares 114,714 $13M 0.37% +26,879 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; 2024Q3: 74,095 shares; 2024Q4: 73,086 shares; 2025Q1: 85,145 shares; 2025Q2: 84,413 shares; 2025Q3: 84,093 shares; 2025Q4: 81,793 shares; 2026Q1: 93,756 shares; 2026Q2: 110,524 shares 110,524 $13M 0.37% +16,768 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,180 shares; 2024Q4: 39,515 shares; 2025Q1: 41,210 shares; 2025Q2: 40,267 shares; 2025Q3: 40,347 shares; 2025Q4: 38,743 shares; 2026Q1: 42,111 shares; 2026Q2: 49,349 shares 49,349 $12.5M 0.36% +7,238 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,756 shares; 2024Q4: 124,778 shares; 2025Q1: 127,496 shares; 2025Q2: 132,341 shares; 2025Q3: 134,804 shares; 2025Q4: 136,047 shares; 2026Q1: 143,273 shares; 2026Q2: 141,962 shares 141,962 $12.5M 0.36% -1,311 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,615 shares; 2024Q4: 20,939 shares; 2025Q1: 30,560 shares; 2025Q2: 30,820 shares; 2025Q3: 30,261 shares; 2025Q4: 28,332 shares; 2026Q1: 28,686 shares; 2026Q2: 34,597 shares 34,597 $12.2M 0.35% +5,911 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,610 shares; 2024Q4: 44,382 shares; 2025Q1: 75,785 shares; 2025Q2: 77,500 shares; 2025Q3: 82,922 shares; 2025Q4: 91,906 shares; 2026Q1: 99,992 shares; 2026Q2: 113,268 shares 113,268 $12.2M 0.35% +13,276 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,915 shares; 2024Q4: 19,575 shares; 2025Q1: 20,750 shares; 2025Q2: 20,808 shares; 2025Q3: 27,250 shares; 2025Q4: 27,376 shares; 2026Q1: 28,446 shares; 2026Q2: 33,441 shares 33,441 $11.5M 0.33% +4,995 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,517 shares; 2024Q4: 23,256 shares; 2025Q1: 26,490 shares; 2025Q2: 24,027 shares; 2025Q3: 26,011 shares; 2025Q4: 26,419 shares; 2026Q1: 31,927 shares; 2026Q2: 47,283 shares 47,283 $11.3M 0.32% +15,356 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,039 shares; 2024Q4: 3,883 shares; 2025Q1: 6,242 shares; 2025Q2: 6,124 shares; 2025Q3: 5,816 shares; 2025Q4: 6,072 shares; 2026Q1: 6,892 shares; 2026Q2: 9,423 shares 9,423 $10M 0.29% +2,531 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 142,580 shares; 2024Q4: 162,328 shares; 2025Q1: 162,158 shares; 2025Q2: 168,127 shares; 2025Q3: 175,593 shares; 2025Q4: 184,061 shares; 2026Q1: 198,810 shares; 2026Q2: 233,162 shares 233,162 $9.87M 0.28% +34,352 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,985 shares; 2024Q4: 16,508 shares; 2025Q1: 23,887 shares; 2025Q2: 23,332 shares; 2025Q3: 24,429 shares; 2025Q4: 24,053 shares; 2026Q1: 28,030 shares; 2026Q2: 38,846 shares 38,846 $9.78M 0.28% +10,816 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,268 shares; 2024Q4: 12,875 shares; 2025Q1: 14,167 shares; 2025Q2: 14,339 shares; 2025Q3: 14,715 shares; 2025Q4: 13,985 shares; 2026Q1: 14,118 shares; 2026Q2: 18,787 shares 18,787 $9.4M 0.27% +4,669 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,338 shares; 2024Q4: 41,835 shares; 2025Q1: 44,090 shares; 2025Q2: 44,224 shares; 2025Q3: 48,610 shares; 2025Q4: 31,959 shares; 2026Q1: 40,954 shares; 2026Q2: 63,834 shares 63,834 $9.36M 0.27% +22,880 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,327 shares; 2024Q4: 8,192 shares; 2025Q1: 7,908 shares; 2025Q2: 7,893 shares; 2025Q3: 7,819 shares; 2025Q4: 12,093 shares; 2026Q1: 11,849 shares; 2026Q2: 12,418 shares 12,418 $9.3M 0.27% +569 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,904 shares; 2024Q4: 10,541 shares; 2025Q1: 10,050 shares; 2025Q2: 10,294 shares; 2025Q3: 10,343 shares; 2025Q4: 10,794 shares; 2026Q1: 10,574 shares; 2026Q2: 19,869 shares 19,869 $8.47M 0.24% +9,295 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,550 shares; 2024Q4: 27,114 shares; 2025Q1: 27,875 shares; 2025Q2: 28,928 shares; 2025Q3: 29,709 shares; 2025Q4: 34,901 shares; 2026Q1: 34,885 shares; 2026Q2: 33,891 shares 33,891 $8.22M 0.23% -994 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,487 shares; 2024Q4: 120,774 shares; 2025Q1: 114,044 shares; 2025Q2: 112,004 shares; 2025Q3: 111,156 shares; 2025Q4: 99,653 shares; 2026Q1: 100,705 shares; 2026Q2: 116,681 shares 116,681 $7.98M 0.23% +15,976 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,817 shares; 2025Q4: 155,241 shares; 2026Q1: 199,731 shares; 2026Q2: 211,251 shares 211,251 $7.69M 0.22% +11,520 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; 2024Q3: 24,404 shares; 2024Q4: 23,953 shares; 2025Q1: 25,059 shares; 2025Q2: 25,470 shares; 2025Q3: 25,735 shares; 2025Q4: 25,217 shares; 2026Q1: 26,203 shares; 2026Q2: 29,654 shares 29,654 $7.58M 0.22% +3,451 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,518 shares; 2024Q4: 4,652 shares; 2025Q1: 6,069 shares; 2025Q2: 6,066 shares; 2025Q3: 6,167 shares; 2025Q4: 6,132 shares; 2026Q1: 6,673 shares; 2026Q2: 8,020 shares 8,020 $7.5M 0.21% +1,347 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,610 shares; 2024Q4: 10,153 shares; 2025Q1: 13,747 shares; 2025Q2: 13,811 shares; 2025Q3: 13,997 shares; 2025Q4: 13,599 shares; 2026Q1: 15,703 shares; 2026Q2: 21,741 shares 21,741 $7.41M 0.21% +6,038 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,251 shares; 2025Q2: 2,192 shares; 2025Q3: 2,184 shares; 2025Q4: 2,156 shares; 2026Q1: 2,156 shares; 2026Q2: 23,772 shares 23,772 $7.17M 0.21% +21,616 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,481 shares; 2024Q4: 56,587 shares; 2025Q1: 53,568 shares; 2025Q2: 58,204 shares; 2025Q3: 57,898 shares; 2025Q4: 68,450 shares; 2026Q1: 68,775 shares; 2026Q2: 74,064 shares 74,064 $7.15M 0.2% +5,289 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; 2024Q3: 29,756 shares; 2024Q4: 29,333 shares; 2025Q1: 28,965 shares; 2025Q2: 28,967 shares; 2025Q3: 29,469 shares; 2025Q4: 23,850 shares; 2026Q1: 14,392 shares; 2026Q2: 28,641 shares 28,641 $7.05M 0.2% +14,249 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,129 shares; 2024Q4: 2,405 shares; 2025Q1: 6,770 shares; 2025Q2: 6,777 shares; 2025Q3: 6,743 shares; 2025Q4: 6,805 shares; 2026Q1: 9,882 shares; 2026Q2: 11,104 shares 11,104 $7.04M 0.2% +1,222 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,129 shares; 2024Q4: 15,629 shares; 2025Q1: 14,716 shares; 2025Q2: 14,843 shares; 2025Q3: 14,849 shares; 2025Q4: 14,155 shares; 2026Q1: 15,323 shares; 2026Q2: 19,731 shares 19,731 $6.96M 0.2% +4,408 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,251 shares; 2024Q4: 15,378 shares; 2025Q1: 16,467 shares; 2025Q2: 16,812 shares; 2025Q3: 17,068 shares; 2025Q4: 16,782 shares; 2026Q1: 16,636 shares; 2026Q2: 18,219 shares 18,219 $6.71M 0.19% +1,583 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,432 shares; 2024Q4: 2,519 shares; 2025Q1: 4,563 shares; 2025Q2: 4,555 shares; 2025Q3: 4,546 shares; 2025Q4: 4,541 shares; 2026Q1: 5,661 shares; 2026Q2: 17,600 shares 17,600 $6.37M 0.18% +11,939 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; 2024Q3: 41,553 shares; 2024Q4: 42,660 shares; 2025Q1: 41,776 shares; 2025Q2: 42,422 shares; 2025Q3: 43,108 shares; 2025Q4: 43,203 shares; 2026Q1: 44,212 shares; 2026Q2: 49,534 shares 49,534 $6.37M 0.18% +5,322 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,999 shares; 2024Q4: 128,800 shares; 2025Q1: 216,395 shares; 2025Q2: 216,749 shares; 2025Q3: 221,178 shares; 2025Q4: 229,701 shares; 2026Q1: 222,628 shares; 2026Q2: 227,854 shares 227,854 $6.23M 0.18% +5,226 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,466 shares; 2024Q4: 6,539 shares; 2025Q1: 6,213 shares; 2025Q2: 6,226 shares; 2025Q3: 6,306 shares; 2025Q4: 6,173 shares; 2026Q1: 6,138 shares; 2026Q2: 8,328 shares 8,328 $6.02M 0.17% +2,190 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; 2024Q3: 1,339 shares; 2024Q4: 924 shares; 2025Q1: 5,427 shares; 2025Q2: 5,458 shares; 2025Q3: 5,604 shares; 2025Q4: 5,750 shares; 2026Q1: 7,946 shares; 2026Q2: 14,864 shares 14,864 $5.9M 0.17% +6,918 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,561 shares; 2024Q4: 8,419 shares; 2025Q1: 8,691 shares; 2025Q2: 9,151 shares; 2025Q3: 9,091 shares; 2025Q4: 8,372 shares; 2026Q1: 9,952 shares; 2026Q2: 15,736 shares 15,736 $5.88M 0.17% +5,784 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; 2024Q3: 14,995 shares; 2024Q4: 14,744 shares; 2025Q1: 14,703 shares; 2025Q2: 14,645 shares; 2025Q3: 17,003 shares; 2025Q4: 15,490 shares; 2026Q1: 16,259 shares; 2026Q2: 19,768 shares 19,768 $5.56M 0.16% +3,509 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,887 shares; 2024Q4: 25,865 shares; 2025Q1: 27,408 shares; 2025Q2: 27,316 shares; 2025Q3: 26,496 shares; 2025Q4: 25,670 shares; 2026Q1: 31,322 shares; 2026Q2: 39,594 shares 39,594 $5.36M 0.15% +8,272 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,380 shares; 2024Q4: 11,380 shares; 2025Q1: 18,788 shares; 2025Q2: 18,811 shares; 2025Q3: 18,807 shares; 2025Q4: 18,796 shares; 2026Q1: 28,834 shares; 2026Q2: 35,762 shares 35,762 $5.24M 0.15% +6,928 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 33,523 shares; 2025Q1: 34,523 shares; 2025Q2: 34,190 shares; 2025Q3: 33,936 shares; 2025Q4: 34,511 shares; 2026Q1: 23,336 shares; 2026Q2: 24,272 shares 24,272 $5.16M 0.15% +936 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; 2024Q3: 14,765 shares; 2024Q4: 13,833 shares; 2025Q1: 18,219 shares; 2025Q2: 18,116 shares; 2025Q3: 18,083 shares; 2025Q4: 17,770 shares; 2026Q1: 20,388 shares; 2026Q2: 28,370 shares 28,370 $5.13M 0.15% +7,982 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,831 shares; 2024Q4: 103,831 shares; 2025Q1: 105,531 shares; 2025Q2: 114,795 shares; 2025Q3: 122,015 shares; 2025Q4: 128,777 shares; 2026Q1: 128,777 shares; 2026Q2: 136,091 shares 136,091 $5.01M 0.14% +7,314 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,567 shares; 2024Q4: 21,411 shares; 2025Q1: 37,559 shares; 2025Q2: 38,031 shares; 2025Q3: 38,438 shares; 2025Q4: 40,578 shares; 2026Q1: 48,656 shares; 2026Q2: 56,639 shares 56,639 $4.97M 0.14% +7,983 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,044 shares; 2024Q4: 3,704 shares; 2025Q1: 3,627 shares; 2025Q2: 3,465 shares; 2025Q3: 3,129 shares; 2025Q4: 3,129 shares; 2026Q1: 3,109 shares; 2026Q2: 4,307 shares 4,307 $4.97M 0.14% +1,198 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 224,620 shares; 2025Q3: 215,122 shares; 2025Q4: 216,364 shares; 2026Q1: 218,182 shares; 2026Q2: 253,943 shares 253,943 $4.86M 0.14% +35,761 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; 2024Q3: 1,874 shares; 2024Q4: 1,836 shares; 2025Q1: 1,993 shares; 2025Q2: 2,940 shares; 2025Q3: 2,207 shares; 2025Q4: 1,968 shares; 2026Q1: 2,112 shares; 2026Q2: 4,067 shares 4,067 $4.78M 0.14% +1,955 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,679 shares; 2024Q4: 21,491 shares; 2025Q1: 17,888 shares; 2025Q2: 17,261 shares; 2025Q3: 15,245 shares; 2025Q4: 16,957 shares; 2026Q1: 20,447 shares; 2026Q2: 29,821 shares 29,821 $4.16M 0.12% +9,374 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,939 shares; 2024Q4: 2,319 shares; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,192 shares; 2025Q4: 2,394 shares; 2026Q1: 2,999 shares; 2026Q2: 7,143 shares 7,143 $4.15M 0.12% +4,144 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,876 shares; 2024Q4: 8,973 shares; 2025Q1: 11,426 shares; 2025Q2: 11,181 shares; 2025Q3: 10,976 shares; 2025Q4: 10,600 shares; 2026Q1: 13,639 shares; 2026Q2: 15,090 shares 15,090 $4.1M 0.12% +1,451 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; 2024Q3: 49,785 shares; 2024Q4: 50,196 shares; 2025Q1: 50,465 shares; 2025Q2: 48,950 shares; 2025Q3: 49,376 shares; 2025Q4: 47,684 shares; 2026Q1: 47,143 shares; 2026Q2: 57,018 shares 57,018 $4.1M 0.12% +9,875 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,504 shares; 2024Q4: 10,319 shares; 2025Q1: 10,987 shares; 2025Q2: 11,007 shares; 2025Q3: 10,554 shares; 2025Q4: 10,297 shares; 2026Q1: 12,433 shares; 2026Q2: 14,998 shares 14,998 $4.05M 0.12% +2,565 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,909 shares; 2024Q4: 26,881 shares; 2025Q1: 31,968 shares; 2025Q2: 30,807 shares; 2025Q3: 31,526 shares; 2025Q4: 31,780 shares; 2026Q1: 35,391 shares; 2026Q2: 44,422 shares 44,422 $4.03M 0.12% +9,031 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,385 shares; 2024Q4: 15,135 shares; 2025Q1: 31,257 shares; 2025Q2: 31,257 shares; 2025Q3: 30,665 shares; 2025Q4: 28,954 shares; 2026Q1: 30,356 shares; 2026Q2: 37,207 shares 37,207 $4.01M 0.11% +6,851 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 4,140 shares; 2025Q1: 10,619 shares; 2025Q2: 10,619 shares; 2025Q3: 10,534 shares; 2025Q4: 10,534 shares; 2026Q1: 12,834 shares; 2026Q2: 21,046 shares 21,046 $3.99M 0.11% +8,212 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,173 shares; 2024Q4: 22,999 shares; 2025Q1: 24,796 shares; 2025Q2: 24,709 shares; 2025Q3: 24,584 shares; 2025Q4: 24,670 shares; 2026Q1: 24,655 shares; 2026Q2: 25,259 shares 25,259 $3.99M 0.11% +604 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: not reported; 2025Q1: 2,176 shares; 2025Q2: 2,340 shares; 2025Q3: 2,301 shares; 2025Q4: 5,540 shares; 2026Q1: 5,443 shares; 2026Q2: 5,411 shares 5,411 $3.98M 0.11% -32 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,037 shares; 2024Q4: 23,709 shares; 2025Q1: 22,721 shares; 2025Q2: 22,745 shares; 2025Q3: 22,746 shares; 2025Q4: 33,858 shares; 2026Q1: 35,328 shares; 2026Q2: 37,595 shares 37,595 $3.91M 0.11% +2,267 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,625 shares; 2024Q4: 2,686 shares; 2025Q1: 4,348 shares; 2025Q2: 4,418 shares; 2025Q3: 4,386 shares; 2025Q4: 4,415 shares; 2026Q1: 4,991 shares; 2026Q2: 5,004 shares 5,004 $3.74M 0.11% +13 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,574 shares; 2024Q4: 4,406 shares; 2025Q1: 4,333 shares; 2025Q2: 4,072 shares; 2025Q3: 4,178 shares; 2025Q4: 4,455 shares; 2026Q1: 4,609 shares; 2026Q2: 6,433 shares 6,433 $3.62M 0.1% +1,824 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,338 shares; 2024Q4: 5,352 shares; 2025Q1: 4,918 shares; 2025Q2: 4,912 shares; 2025Q3: 5,123 shares; 2025Q4: 4,411 shares; 2026Q1: 4,372 shares; 2026Q2: 8,578 shares 8,578 $3.61M 0.1% +4,206 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,865 shares; 2024Q4: 17,675 shares; 2025Q1: 18,635 shares; 2025Q2: 18,729 shares; 2025Q3: 29,747 shares; 2025Q4: 30,205 shares; 2026Q1: 28,928 shares; 2026Q2: 44,125 shares 44,125 $3.59M 0.1% +15,197 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,928 shares; 2024Q4: 3,175 shares; 2025Q1: 3,305 shares; 2025Q2: 3,288 shares; 2025Q3: 3,380 shares; 2025Q4: 3,338 shares; 2026Q1: 3,102 shares; 2026Q2: 5,121 shares 5,121 $3.51M 0.1% +2,019 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,319 shares; 2024Q4: 4,567 shares; 2025Q1: 4,696 shares; 2025Q2: 4,696 shares; 2025Q3: 4,731 shares; 2025Q4: 4,756 shares; 2026Q1: 4,659 shares; 2026Q2: 6,684 shares 6,684 $3.43M 0.1% +2,025 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,079 shares; 2024Q4: 6,868 shares; 2025Q1: 7,480 shares; 2025Q2: 7,101 shares; 2025Q3: 8,931 shares; 2025Q4: 6,078 shares; 2026Q1: 6,482 shares; 2026Q2: 7,916 shares 7,916 $3.29M 0.09% +1,434 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,640 shares; 2024Q4: 8,310 shares; 2025Q1: 11,500 shares; 2025Q2: 9,736 shares; 2025Q3: 9,736 shares; 2025Q4: 9,699 shares; 2026Q1: 14,853 shares; 2026Q2: 17,757 shares 17,757 $3.28M 0.09% +2,904 Timeline JVAL 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; 2024Q3: 52,651 shares; 2024Q4: 52,670 shares; 2025Q1: 52,305 shares; 2025Q2: 52,310 shares; 2025Q3: 51,924 shares; 2025Q4: 52,039 shares; 2026Q1: 52,141 shares; 2026Q2: 53,182 shares 53,182 $3.12M 0.09% +1,041 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,945 shares; 2024Q4: 16,244 shares; 2025Q1: 34,333 shares; 2025Q2: 38,786 shares; 2025Q3: 49,141 shares; 2025Q4: 48,981 shares; 2026Q1: 51,748 shares; 2026Q2: 69,831 shares 69,831 $3.11M 0.09% +18,083 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,676 shares; 2025Q2: 33,676 shares; 2025Q3: 33,766 shares; 2025Q4: 34,212 shares; 2026Q1: 34,275 shares; 2026Q2: 36,048 shares 36,048 $3.08M 0.09% +1,773 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,540 shares; 2024Q4: 10,576 shares; 2025Q1: 10,410 shares; 2025Q2: 10,468 shares; 2025Q3: 10,680 shares; 2025Q4: 10,472 shares; 2026Q1: 11,043 shares; 2026Q2: 25,618 shares 25,618 $3.05M 0.09% +14,575 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,152 shares; 2024Q4: 9,049 shares; 2025Q1: 10,042 shares; 2025Q2: 10,256 shares; 2025Q3: 6,296 shares; 2025Q4: 6,018 shares; 2026Q1: 5,958 shares; 2026Q2: 7,302 shares 7,302 $2.88M 0.08% +1,344 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 708 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,590 shares; 2026Q1: 4,046 shares; 2026Q2: 6,938 shares 6,938 $2.79M 0.08% +2,892 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,612 shares; 2024Q4: 4,612 shares; 2025Q1: 7,213 shares; 2025Q2: 7,213 shares; 2025Q3: 7,213 shares; 2025Q4: 7,202 shares; 2026Q1: 7,702 shares; 2026Q2: 8,178 shares 8,178 $2.77M 0.08% +476 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,932 shares; 2024Q4: 1,538 shares; 2025Q1: 2,732 shares; 2025Q2: 2,743 shares; 2025Q3: 2,730 shares; 2025Q4: 2,843 shares; 2026Q1: 3,141 shares; 2026Q2: 5,329 shares 5,329 $2.77M 0.08% +2,188 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,548 shares; 2024Q4: 16,443 shares; 2025Q1: 17,788 shares; 2025Q2: 35,959 shares; 2025Q3: 37,173 shares; 2025Q4: 38,435 shares; 2026Q1: 40,600 shares; 2026Q2: 57,351 shares 57,351 $2.75M 0.08% +16,751 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,420 shares; 2024Q4: 22,885 shares; 2025Q1: 21,168 shares; 2025Q2: 21,748 shares; 2025Q3: 21,618 shares; 2025Q4: 34,139 shares; 2026Q1: 34,034 shares; 2026Q2: 35,727 shares 35,727 $2.75M 0.08% +1,693 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; 2024Q3: 1,510 shares; 2024Q4: 1,872 shares; 2025Q1: 2,048 shares; 2025Q2: 2,067 shares; 2025Q3: 2,097 shares; 2025Q4: 1,915 shares; 2026Q1: 1,897 shares; 2026Q2: 1,947 shares 1,947 $2.69M 0.08% +50 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; 2024Q3: 837 shares; 2024Q4: 839 shares; 2025Q1: 1,839 shares; 2025Q2: 1,847 shares; 2025Q3: 1,840 shares; 2025Q4: 6,480 shares; 2026Q1: 7,569 shares; 2026Q2: 11,868 shares 11,868 $2.66M 0.08% +4,299 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,902 shares; 2024Q4: 11,902 shares; 2025Q1: 11,472 shares; 2025Q2: 11,472 shares; 2025Q3: 11,472 shares; 2025Q4: 11,789 shares; 2026Q1: 11,739 shares; 2026Q2: 11,789 shares 11,789 $2.63M 0.08% +50 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,035 shares; 2024Q4: 18,784 shares; 2025Q1: 21,635 shares; 2025Q2: 21,211 shares; 2025Q3: 23,646 shares; 2025Q4: 24,242 shares; 2026Q1: 24,825 shares; 2026Q2: 24,267 shares 24,267 $2.58M 0.07% -558 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,672 shares; 2024Q4: 5,337 shares; 2025Q1: 5,060 shares; 2025Q2: 5,114 shares; 2025Q3: 5,255 shares; 2025Q4: 5,295 shares; 2026Q1: 5,447 shares; 2026Q2: 6,179 shares 6,179 $2.57M 0.07% +732 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; 2024Q3: 2,613 shares; 2024Q4: 2,636 shares; 2025Q1: 4,518 shares; 2025Q2: 4,288 shares; 2025Q3: 4,270 shares; 2025Q4: 4,292 shares; 2026Q1: 4,692 shares; 2026Q2: 5,111 shares 5,111 $2.56M 0.07% +419 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,389 shares; 2024Q4: 42,172 shares; 2025Q1: 43,530 shares; 2025Q2: 43,721 shares; 2025Q3: 43,697 shares; 2025Q4: 44,936 shares; 2026Q1: 33,162 shares; 2026Q2: 33,481 shares 33,481 $2.53M 0.07% +319 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,808 shares; 2024Q4: 2,399 shares; 2025Q1: 2,510 shares; 2025Q2: 2,774 shares; 2025Q3: 2,509 shares; 2025Q4: 2,659 shares; 2026Q1: 2,890 shares; 2026Q2: 5,246 shares 5,246 $2.51M 0.07% +2,356 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,747 shares; 2024Q4: 31,716 shares; 2025Q1: 32,187 shares; 2025Q2: 32,319 shares; 2025Q3: 31,835 shares; 2025Q4: 31,869 shares; 2026Q1: 34,390 shares; 2026Q2: 34,661 shares 34,661 $2.51M 0.07% +271 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,186 shares; 2024Q4: 2,095 shares; 2025Q1: 2,095 shares; 2025Q2: 2,095 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,098 shares; 2026Q2: 3,504 shares 3,504 $2.5M 0.07% +1,406 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,770 shares; 2024Q4: 7,096 shares; 2025Q1: 7,082 shares; 2025Q2: 7,082 shares; 2025Q3: 7,082 shares; 2025Q4: 7,400 shares; 2026Q1: 8,528 shares; 2026Q2: 9,564 shares 9,564 $2.49M 0.07% +1,036 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,375 shares; 2024Q4: 60,289 shares; 2025Q1: 59,183 shares; 2025Q2: 55,822 shares; 2025Q3: 56,157 shares; 2025Q4: 48,225 shares; 2026Q1: 48,323 shares; 2026Q2: 58,795 shares 58,795 $2.49M 0.07% +10,472 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,985 shares; 2024Q4: 10,985 shares; 2025Q1: 10,985 shares; 2025Q2: 10,985 shares; 2025Q3: 10,985 shares; 2025Q4: 11,200 shares; 2026Q1: 11,200 shares; 2026Q2: 10,832 shares 10,832 $2.46M 0.07% -368 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 880 shares; 2024Q4: 1,069 shares; 2025Q1: 3,246 shares; 2025Q2: 3,290 shares; 2025Q3: 4,095 shares; 2025Q4: 3,589 shares; 2026Q1: 3,640 shares; 2026Q2: 28,509 shares 28,509 $2.46M 0.07% +24,869 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,644 shares; 2024Q4: 4,599 shares; 2025Q1: 4,599 shares; 2025Q2: 4,616 shares; 2025Q3: 6,512 shares; 2025Q4: 4,926 shares; 2026Q1: 4,926 shares; 2026Q2: 6,819 shares 6,819 $2.42M 0.07% +1,893 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,923 shares; 2024Q4: 10,407 shares; 2025Q1: 10,304 shares; 2025Q2: 10,365 shares; 2025Q3: 10,709 shares; 2025Q4: 10,557 shares; 2026Q1: 10,705 shares; 2026Q2: 10,828 shares 10,828 $2.41M 0.07% +123 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; 2024Q3: 4,636 shares; 2024Q4: not reported; 2025Q1: 8,629 shares; 2025Q2: 8,622 shares; 2025Q3: 8,648 shares; 2025Q4: 8,750 shares; 2026Q1: 8,751 shares; 2026Q2: 9,711 shares 9,711 $2.39M 0.07% +960 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,289 shares; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,142 shares; 2026Q1: 3,056 shares; 2026Q2: 3,145 shares 3,145 $2.38M 0.07% +89 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,363 shares; 2024Q4: 5,401 shares; 2025Q1: 5,647 shares; 2025Q2: 6,165 shares; 2025Q3: 6,136 shares; 2025Q4: 6,155 shares; 2026Q1: 5,976 shares; 2026Q2: 7,889 shares 7,889 $2.37M 0.07% +1,913 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; 2024Q3: 1,159 shares; 2024Q4: 3,176 shares; 2025Q1: 4,266 shares; 2025Q2: 4,299 shares; 2025Q3: 4,304 shares; 2025Q4: 1,904 shares; 2026Q1: 2,738 shares; 2026Q2: 4,608 shares 4,608 $2.35M 0.07% +1,870 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,527 shares; 2024Q4: 7,946 shares; 2025Q1: 8,000 shares; 2025Q2: 7,955 shares; 2025Q3: 8,116 shares; 2025Q4: 8,309 shares; 2026Q1: 8,712 shares; 2026Q2: 9,848 shares 9,848 $2.34M 0.07% +1,136 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,210 shares; 2024Q4: 27,407 shares; 2025Q1: 32,754 shares; 2025Q2: 34,550 shares; 2025Q3: 35,646 shares; 2025Q4: 30,648 shares; 2026Q1: 33,036 shares; 2026Q2: 32,337 shares 32,337 $2.34M 0.07% -699 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; 2024Q3: 15,273 shares; 2024Q4: 13,439 shares; 2025Q1: 11,650 shares; 2025Q2: 11,761 shares; 2025Q3: 15,109 shares; 2025Q4: 14,999 shares; 2026Q1: 15,066 shares; 2026Q2: 16,127 shares 16,127 $2.33M 0.07% +1,061 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,616 shares; 2024Q4: 12,182 shares; 2025Q1: 11,655 shares; 2025Q2: 15,995 shares; 2025Q3: 20,408 shares; 2025Q4: 26,189 shares; 2026Q1: 28,204 shares; 2026Q2: 32,728 shares 32,728 $2.33M 0.07% +4,524 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,694 shares; 2024Q4: 71,778 shares; 2025Q1: 79,921 shares; 2025Q2: 83,559 shares; 2025Q3: 85,393 shares; 2025Q4: 63,193 shares; 2026Q1: 76,950 shares; 2026Q2: 96,426 shares 96,426 $2.32M 0.07% +19,476 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,768 shares; 2024Q4: 10,811 shares; 2025Q1: 11,855 shares; 2025Q2: 12,265 shares; 2025Q3: 12,786 shares; 2025Q4: 13,269 shares; 2026Q1: 14,197 shares; 2026Q2: 20,281 shares 20,281 $2.31M 0.07% +6,084 Timeline JEPQ 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; 2024Q3: 15,140 shares; 2024Q4: 19,828 shares; 2025Q1: 29,618 shares; 2025Q2: 31,178 shares; 2025Q3: 30,742 shares; 2025Q4: 32,002 shares; 2026Q1: 34,937 shares; 2026Q2: 37,497 shares 37,497 $2.3M 0.07% +2,560 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: 1,508 shares; 2025Q1: 1,582 shares; 2025Q2: 1,582 shares; 2025Q3: 1,681 shares; 2025Q4: 1,710 shares; 2026Q1: 1,790 shares; 2026Q2: 2,989 shares 2,989 $2.28M 0.07% +1,199 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,590 shares; 2024Q4: 15,234 shares; 2025Q1: 15,396 shares; 2025Q2: 15,575 shares; 2025Q3: 15,610 shares; 2025Q4: 15,137 shares; 2026Q1: 15,152 shares; 2026Q2: 23,814 shares 23,814 $2.28M 0.07% +8,662 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,959 shares; 2024Q4: 4,258 shares; 2025Q1: 7,460 shares; 2025Q2: 7,692 shares; 2025Q3: 7,692 shares; 2025Q4: 7,467 shares; 2026Q1: 7,967 shares; 2026Q2: 10,223 shares 10,223 $2.25M 0.06% +2,256 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,557 shares; 2024Q4: 1,480 shares; 2025Q1: 1,487 shares; 2025Q2: 1,465 shares; 2025Q3: 1,508 shares; 2025Q4: 4,837 shares; 2026Q1: 4,934 shares; 2026Q2: 5,128 shares 5,128 $2.24M 0.06% +194 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; 2024Q3: 16,329 shares; 2024Q4: 15,257 shares; 2025Q1: 15,302 shares; 2025Q2: 15,287 shares; 2025Q3: 15,287 shares; 2025Q4: 14,260 shares; 2026Q1: 14,564 shares; 2026Q2: 17,603 shares 17,603 $2.23M 0.06% +3,039 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,798 shares 2,798 $2.22M 0.06% new 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; 2024Q3: 8,820 shares; 2024Q4: 9,753 shares; 2025Q1: 10,948 shares; 2025Q2: 10,996 shares; 2025Q3: 11,246 shares; 2025Q4: 5,105 shares; 2026Q1: 6,530 shares; 2026Q2: 7,427 shares 7,427 $2.21M 0.06% +897 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 2,344 shares; 2025Q1: 2,230 shares; 2025Q2: 2,230 shares; 2025Q3: 2,247 shares; 2025Q4: 19,663 shares; 2026Q1: 23,952 shares; 2026Q2: 30,858 shares 30,858 $2.2M 0.06% +6,906 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; 2024Q3: 8,756 shares; 2024Q4: 8,830 shares; 2025Q1: 8,949 shares; 2025Q2: 8,943 shares; 2025Q3: 8,987 shares; 2025Q4: 8,963 shares; 2026Q1: 8,847 shares; 2026Q2: 9,257 shares 9,257 $2.2M 0.06% +410 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,649 shares; 2024Q4: 9,694 shares; 2025Q1: 10,445 shares; 2025Q2: 10,658 shares; 2025Q3: 11,036 shares; 2025Q4: 11,570 shares; 2026Q1: 12,881 shares; 2026Q2: 16,567 shares 16,567 $2.15M 0.06% +3,686 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 1,649 shares; 2025Q4: 1,668 shares; 2026Q1: 1,666 shares; 2026Q2: 6,727 shares 6,727 $2.14M 0.06% +5,061 Timeline JPST 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; 2024Q3: 22,824 shares; 2024Q4: 19,072 shares; 2025Q1: 21,972 shares; 2025Q2: 26,319 shares; 2025Q3: 27,465 shares; 2025Q4: 35,138 shares; 2026Q1: 43,833 shares; 2026Q2: 41,809 shares 41,809 $2.11M 0.06% -2,024 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; 2024Q3: 3,663 shares; 2024Q4: 3,989 shares; 2025Q1: 3,584 shares; 2025Q2: 3,609 shares; 2025Q3: 3,654 shares; 2025Q4: 3,609 shares; 2026Q1: 3,646 shares; 2026Q2: 4,285 shares 4,285 $2.1M 0.06% +639 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,812 shares; 2024Q4: 4,297 shares; 2025Q1: 8,606 shares; 2025Q2: 8,663 shares; 2025Q3: 10,443 shares; 2025Q4: 10,673 shares; 2026Q1: 10,032 shares; 2026Q2: 9,572 shares 9,572 $2.09M 0.06% -460 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,960 shares; 2024Q4: 25,779 shares; 2025Q1: 23,058 shares; 2025Q2: 23,383 shares; 2025Q3: 25,320 shares; 2025Q4: 29,110 shares; 2026Q1: 33,275 shares; 2026Q2: 46,083 shares 46,083 $2.04M 0.06% +12,808 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,824 shares; 2024Q4: 9,824 shares; 2025Q1: 9,824 shares; 2025Q2: 9,824 shares; 2025Q3: 9,824 shares; 2025Q4: 9,756 shares; 2026Q1: 9,876 shares; 2026Q2: 11,878 shares 11,878 $2.02M 0.06% +2,002 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,244 shares; 2024Q4: 23,991 shares; 2025Q1: 24,863 shares; 2025Q2: 25,130 shares; 2025Q3: 25,940 shares; 2025Q4: 28,579 shares; 2026Q1: 29,241 shares; 2026Q2: 41,586 shares 41,586 $1.96M 0.06% +12,345 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,251 shares; 2024Q4: 54,133 shares; 2025Q1: 58,277 shares; 2025Q2: 58,639 shares; 2025Q3: 59,993 shares; 2025Q4: 59,242 shares; 2026Q1: 59,335 shares; 2026Q2: 64,390 shares 64,390 $1.94M 0.06% +5,055 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,148 shares; 2024Q4: 18,956 shares; 2025Q1: 18,516 shares; 2025Q2: 18,511 shares; 2025Q3: 18,429 shares; 2025Q4: 18,019 shares; 2026Q1: 13,105 shares; 2026Q2: 13,959 shares 13,959 $1.92M 0.05% +854 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,639 shares; 2024Q4: 6,591 shares; 2025Q1: 7,067 shares; 2025Q2: 7,418 shares; 2025Q3: 8,149 shares; 2025Q4: 8,515 shares; 2026Q1: 8,938 shares; 2026Q2: 9,246 shares 9,246 $1.91M 0.05% +308 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,471 shares; 2024Q4: 7,397 shares; 2025Q1: 5,990 shares; 2025Q2: 7,011 shares; 2025Q3: 5,919 shares; 2025Q4: 10,913 shares; 2026Q1: 12,088 shares; 2026Q2: 12,879 shares 12,879 $1.91M 0.05% +791 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,187 shares; 2025Q3: 1,206 shares; 2025Q4: 1,206 shares; 2026Q1: 2,549 shares; 2026Q2: 3,821 shares 3,821 $1.89M 0.05% +1,272 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; 2024Q3: 4,783 shares; 2024Q4: not reported; 2025Q1: 5,700 shares; 2025Q2: 5,735 shares; 2025Q3: 5,680 shares; 2025Q4: 5,872 shares; 2026Q1: 12,048 shares; 2026Q2: 20,599 shares 20,599 $1.89M 0.05% +8,551 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36,884 shares 36,884 $1.86M 0.05% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,414 shares; 2024Q4: 6,771 shares; 2025Q1: 6,976 shares; 2025Q2: 6,972 shares; 2025Q3: 7,142 shares; 2025Q4: 7,347 shares; 2026Q1: 7,467 shares; 2026Q2: 7,779 shares 7,779 $1.85M 0.05% +312 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,944 shares; 2024Q4: 4,676 shares; 2025Q1: 6,618 shares; 2025Q2: 6,652 shares; 2025Q3: 6,622 shares; 2025Q4: 6,290 shares; 2026Q1: 7,140 shares; 2026Q2: 12,152 shares 12,152 $1.84M 0.05% +5,012 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,099 shares; 2024Q4: 24,119 shares; 2025Q1: 25,596 shares; 2025Q2: 25,892 shares; 2025Q3: 26,445 shares; 2025Q4: 25,035 shares; 2026Q1: 25,036 shares; 2026Q2: 25,862 shares 25,862 $1.81M 0.05% +826 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,594 shares; 2025Q1: 13,253 shares; 2025Q2: 13,614 shares; 2025Q3: 14,463 shares; 2025Q4: 15,508 shares; 2026Q1: 16,024 shares; 2026Q2: 16,707 shares 16,707 $1.81M 0.05% +683 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 674 shares; 2025Q2: 674 shares; 2025Q3: 645 shares; 2025Q4: 890 shares; 2026Q1: 1,062 shares; 2026Q2: 1,840 shares 1,840 $1.8M 0.05% +778 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,077 shares; 2025Q3: 27,786 shares; 2025Q4: 25,010 shares; 2026Q1: 25,433 shares; 2026Q2: 28,373 shares 28,373 $1.76M 0.05% +2,940 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,231 shares; 2024Q4: 3,591 shares; 2025Q1: 3,626 shares; 2025Q2: 3,635 shares; 2025Q3: 3,635 shares; 2025Q4: 3,438 shares; 2026Q1: 3,940 shares; 2026Q2: 5,482 shares 5,482 $1.73M 0.05% +1,542 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; 2024Q3: 1,693 shares; 2024Q4: 1,382 shares; 2025Q1: 1,811 shares; 2025Q2: 1,737 shares; 2025Q3: 1,758 shares; 2025Q4: 1,636 shares; 2026Q1: 1,637 shares; 2026Q2: 14,395 shares 14,395 $1.72M 0.05% +12,758 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,757 shares; 2024Q4: 7,439 shares; 2025Q1: 9,423 shares; 2025Q2: 9,308 shares; 2025Q3: 9,292 shares; 2025Q4: 9,058 shares; 2026Q1: 10,998 shares; 2026Q2: 12,001 shares 12,001 $1.72M 0.05% +1,003 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,787 shares; 2024Q4: 13,805 shares; 2025Q1: 15,411 shares; 2025Q2: 15,747 shares; 2025Q3: 16,554 shares; 2025Q4: 16,789 shares; 2026Q1: 17,932 shares; 2026Q2: 18,913 shares 18,913 $1.71M 0.05% +981 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,070 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 3,055 shares; 2025Q4: 3,090 shares; 2026Q1: 3,091 shares; 2026Q2: 5,299 shares 5,299 $1.67M 0.05% +2,208 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,565 shares; 2024Q4: 8,892 shares; 2025Q1: 9,480 shares; 2025Q2: 9,645 shares; 2025Q3: 10,072 shares; 2025Q4: 10,367 shares; 2026Q1: 11,089 shares; 2026Q2: 11,880 shares 11,880 $1.66M 0.05% +791 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,158 shares; 2026Q1: 20,121 shares; 2026Q2: 21,264 shares 21,264 $1.65M 0.05% +1,143 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; 2024Q3: 53,279 shares; 2024Q4: 61,883 shares; 2025Q1: 61,707 shares; 2025Q2: 62,634 shares; 2025Q3: 62,968 shares; 2025Q4: 53,508 shares; 2026Q1: 56,547 shares; 2026Q2: 78,821 shares 78,821 $1.63M 0.05% +22,274 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; 2024Q3: 8,454 shares; 2024Q4: 4,118 shares; 2025Q1: 9,541 shares; 2025Q2: 9,541 shares; 2025Q3: 9,264 shares; 2025Q4: 9,137 shares; 2026Q1: 11,660 shares; 2026Q2: 15,708 shares 15,708 $1.62M 0.05% +4,048 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; 2024Q3: not reported; 2024Q4: 3,730 shares; 2025Q1: not reported; 2025Q2: 2,258 shares; 2025Q3: 2,251 shares; 2025Q4: 1,983 shares; 2026Q1: 1,943 shares; 2026Q2: 3,729 shares 3,729 $1.62M 0.05% +1,786 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,913 shares; 2024Q4: 4,374 shares; 2025Q1: 4,028 shares; 2025Q2: 4,031 shares; 2025Q3: 3,969 shares; 2025Q4: 3,074 shares; 2026Q1: 3,600 shares; 2026Q2: 5,504 shares 5,504 $1.61M 0.05% +1,904 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,956 shares; 2024Q4: 30,806 shares; 2025Q1: 31,271 shares; 2025Q2: 31,271 shares; 2025Q3: 31,771 shares; 2025Q4: 31,771 shares; 2026Q1: 31,771 shares; 2026Q2: 32,607 shares 32,607 $1.6M 0.05% +836 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,030 shares; 2025Q2: 37,920 shares; 2025Q3: 37,933 shares; 2025Q4: 36,407 shares; 2026Q1: 54,488 shares; 2026Q2: 46,679 shares 46,679 $1.58M 0.05% -7,809 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,852 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,169 shares 25,169 $1.53M 0.04% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,101 shares; 2024Q4: 5,101 shares; 2025Q1: 8,077 shares; 2025Q2: 8,053 shares; 2025Q3: 8,053 shares; 2025Q4: 7,437 shares; 2026Q1: 10,270 shares; 2026Q2: 10,950 shares 10,950 $1.5M 0.04% +680 Timeline FTCS 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; 2024Q3: 20,185 shares; 2024Q4: 20,885 shares; 2025Q1: not reported; 2025Q2: 18,651 shares; 2025Q3: 18,697 shares; 2025Q4: 16,510 shares; 2026Q1: 16,294 shares; 2026Q2: 15,725 shares 15,725 $1.48M 0.04% -569 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,999 shares; 2024Q4: 19,314 shares; 2025Q1: 19,122 shares; 2025Q2: 18,254 shares; 2025Q3: 18,623 shares; 2025Q4: 18,623 shares; 2026Q1: 18,548 shares; 2026Q2: 25,650 shares 25,650 $1.46M 0.04% +7,102 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,219 shares; 2024Q4: 29,223 shares; 2025Q1: 28,927 shares; 2025Q2: 28,931 shares; 2025Q3: 31,334 shares; 2025Q4: 31,554 shares; 2026Q1: 29,818 shares; 2026Q2: 30,652 shares 30,652 $1.46M 0.04% +834 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,627 shares; 2024Q4: 6,741 shares; 2025Q1: 6,586 shares; 2025Q2: 6,609 shares; 2025Q3: 6,609 shares; 2025Q4: 6,367 shares; 2026Q1: 6,601 shares; 2026Q2: 8,394 shares 8,394 $1.42M 0.04% +1,793 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,091 shares 14,091 $1.42M 0.04% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,372 shares; 2026Q1: 14,674 shares; 2026Q2: 16,138 shares 16,138 $1.42M 0.04% +1,464 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,422 shares; 2024Q4: 11,482 shares; 2025Q1: 11,598 shares; 2025Q2: 11,730 shares; 2025Q3: 11,827 shares; 2025Q4: 11,923 shares; 2026Q1: 11,852 shares; 2026Q2: 12,058 shares 12,058 $1.41M 0.04% +206 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,335 shares; 2024Q4: 5,464 shares; 2025Q1: 5,077 shares; 2025Q2: 4,491 shares; 2025Q3: 3,657 shares; 2025Q4: 3,176 shares; 2026Q1: 3,176 shares; 2026Q2: 11,162 shares 11,162 $1.41M 0.04% +7,986 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,920 shares; 2024Q4: 2,920 shares; 2025Q1: 2,920 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares; 2026Q2: 3,792 shares 3,792 $1.41M 0.04% +870 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,771 shares; 2024Q4: 11,457 shares; 2025Q1: 11,298 shares; 2025Q2: 11,136 shares; 2025Q3: 11,266 shares; 2025Q4: 11,007 shares; 2026Q1: 11,213 shares; 2026Q2: 11,335 shares 11,335 $1.35M 0.04% +122 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,618 shares; 2025Q1: 3,632 shares; 2025Q2: 3,660 shares; 2025Q3: 3,657 shares; 2025Q4: 3,653 shares; 2026Q1: 4,331 shares; 2026Q2: 4,450 shares 4,450 $1.35M 0.04% +119 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,550 shares; 2024Q4: 11,163 shares; 2025Q1: 15,457 shares; 2025Q2: 13,917 shares; 2025Q3: 12,924 shares; 2025Q4: 13,006 shares; 2026Q1: 13,113 shares; 2026Q2: 18,843 shares 18,843 $1.29M 0.04% +5,730 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,507 shares; 2024Q4: 9,206 shares; 2025Q1: 10,361 shares; 2025Q2: 10,748 shares; 2025Q3: 11,080 shares; 2025Q4: 11,718 shares; 2026Q1: 12,851 shares; 2026Q2: 14,021 shares 14,021 $1.27M 0.04% +1,170 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,796 shares; 2024Q4: 4,168 shares; 2025Q1: 3,951 shares; 2025Q2: 4,259 shares; 2025Q3: 4,351 shares; 2025Q4: 3,833 shares; 2026Q1: 4,318 shares; 2026Q2: 4,479 shares 4,479 $1.26M 0.04% +161 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,183 shares; 2024Q4: 20,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,248 shares; 2025Q4: 11,541 shares; 2026Q1: 11,691 shares; 2026Q2: 15,143 shares 15,143 $1.25M 0.04% +3,452 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,589 shares; 2024Q4: 3,186 shares; 2025Q1: 5,776 shares; 2025Q2: 5,784 shares; 2025Q3: 5,584 shares; 2025Q4: 5,584 shares; 2026Q1: 6,984 shares; 2026Q2: 10,301 shares 10,301 $1.25M 0.04% +3,317 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,593 shares; 2026Q1: 7,507 shares; 2026Q2: 7,572 shares 7,572 $1.24M 0.04% +65 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; 2024Q3: 12,802 shares; 2024Q4: 12,250 shares; 2025Q1: 12,006 shares; 2025Q2: 11,733 shares; 2025Q3: 11,840 shares; 2025Q4: 10,932 shares; 2026Q1: 10,044 shares; 2026Q2: 12,406 shares 12,406 $1.19M 0.03% +2,362 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,022 shares; 2025Q4: 987 shares; 2026Q1: not reported; 2026Q2: 5,499 shares 5,499 $1.19M 0.03% new 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; 2024Q3: 2,558 shares; 2024Q4: 2,525 shares; 2025Q1: 2,489 shares; 2025Q2: 2,196 shares; 2025Q3: 2,187 shares; 2025Q4: 7,479 shares; 2026Q1: 9,953 shares; 2026Q2: 10,857 shares 10,857 $1.17M 0.03% +904 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; 2024Q3: 8,593 shares; 2024Q4: 8,244 shares; 2025Q1: 7,944 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 8,308 shares; 2026Q1: 7,792 shares; 2026Q2: 20,134 shares 20,134 $1.16M 0.03% +12,342 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,654 shares; 2024Q4: 33,971 shares; 2025Q1: 36,246 shares; 2025Q2: 36,382 shares; 2025Q3: 36,940 shares; 2025Q4: 24,509 shares; 2026Q1: 23,238 shares; 2026Q2: 22,360 shares 22,360 $1.16M 0.03% -878 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 740 shares; 2025Q2: 735 shares; 2025Q3: 735 shares; 2025Q4: 722 shares; 2026Q1: 822 shares; 2026Q2: 1,206 shares 1,206 $1.16M 0.03% +384 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,156 shares 5,156 $1.15M 0.03% new Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,046 shares; 2024Q4: 17,046 shares; 2025Q1: 17,046 shares; 2025Q2: 17,046 shares; 2025Q3: 17,046 shares; 2025Q4: 17,046 shares; 2026Q1: 16,381 shares; 2026Q2: 15,929 shares 15,929 $1.15M 0.03% -452 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,140 shares 5,140 $1.14M 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,376 shares; 2024Q4: 12,876 shares; 2025Q1: 12,061 shares; 2025Q2: 12,061 shares; 2025Q3: 11,919 shares; 2025Q4: 11,919 shares; 2026Q1: 11,919 shares; 2026Q2: 34,570 shares 34,570 $1.11M 0.03% +22,651 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,786 shares; 2024Q4: 40,341 shares; 2025Q1: 40,341 shares; 2025Q2: 42,259 shares; 2025Q3: 47,922 shares; 2025Q4: 47,009 shares; 2026Q1: 36,093 shares; 2026Q2: 41,782 shares 41,782 $1.1M 0.03% +5,689 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,356 shares; 2024Q4: 2,202 shares; 2025Q1: 2,419 shares; 2025Q2: 2,508 shares; 2025Q3: 2,577 shares; 2025Q4: 5,257 shares; 2026Q1: 5,425 shares; 2026Q2: 5,755 shares 5,755 $1.1M 0.03% +330 Timeline RDVY 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; 2024Q3: 13,621 shares; 2024Q4: 12,765 shares; 2025Q1: 11,961 shares; 2025Q2: 12,485 shares; 2025Q3: 12,638 shares; 2025Q4: 12,696 shares; 2026Q1: 14,221 shares; 2026Q2: 13,523 shares 13,523 $1.1M 0.03% -698 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,563 shares; 2024Q4: 14,414 shares; 2025Q1: 21,108 shares; 2025Q2: 24,013 shares; 2025Q3: 24,890 shares; 2025Q4: 20,999 shares; 2026Q1: 22,972 shares; 2026Q2: 26,685 shares 26,685 $1.1M 0.03% +3,713 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,714 shares; 2025Q4: 2,582 shares; 2026Q1: not reported; 2026Q2: 13,744 shares 13,744 $1.09M 0.03% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,986 shares; 2024Q4: 1,975 shares; 2025Q1: 2,005 shares; 2025Q2: 2,039 shares; 2025Q3: 2,067 shares; 2025Q4: 1,984 shares; 2026Q1: 2,018 shares; 2026Q2: 2,651 shares 2,651 $1.08M 0.03% +633 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; 2024Q3: 3,256 shares; 2024Q4: 3,233 shares; 2025Q1: 3,921 shares; 2025Q2: 4,128 shares; 2025Q3: 4,171 shares; 2025Q4: 4,150 shares; 2026Q1: 2,054 shares; 2026Q2: 3,974 shares 3,974 $1.07M 0.03% +1,920 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,271 shares; 2025Q1: 1,205 shares; 2025Q2: 3,799 shares; 2025Q3: 3,795 shares; 2025Q4: 3,574 shares; 2026Q1: 3,342 shares; 2026Q2: 3,682 shares 3,682 $1.07M 0.03% +340 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,414 shares; 2024Q4: 15,822 shares; 2025Q1: 13,098 shares; 2025Q2: 13,106 shares; 2025Q3: 13,090 shares; 2025Q4: 13,183 shares; 2026Q1: 12,184 shares; 2026Q2: 12,159 shares 12,159 $1.07M 0.03% -25 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; 2024Q3: 3,017 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,917 shares; 2025Q4: 2,877 shares; 2026Q1: 3,111 shares; 2026Q2: 4,301 shares 4,301 $1.07M 0.03% +1,190 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,044 shares; 2024Q4: 9,147 shares; 2025Q1: 9,360 shares; 2025Q2: 9,360 shares; 2025Q3: 9,360 shares; 2025Q4: 9,212 shares; 2026Q1: 9,108 shares; 2026Q2: 12,563 shares 12,563 $1.06M 0.03% +3,455 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,275 shares; 2025Q4: 3,209 shares; 2026Q1: 3,209 shares; 2026Q2: 8,055 shares 8,055 $1.06M 0.03% +4,846 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,382 shares; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares; 2025Q2: 2,401 shares; 2025Q3: 2,401 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,425 shares 2,425 $1.05M 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 3,372 shares; 2025Q1: 5,314 shares; 2025Q2: 5,351 shares; 2025Q3: 5,271 shares; 2025Q4: 4,334 shares; 2026Q1: 5,282 shares; 2026Q2: 6,217 shares 6,217 $1.04M 0.03% +935 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,215 shares; 2025Q4: 1,892 shares; 2026Q1: 1,892 shares; 2026Q2: 5,861 shares 5,861 $1.03M 0.03% +3,969 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,322 shares; 2025Q4: 2,323 shares; 2026Q1: 2,403 shares; 2026Q2: 3,903 shares 3,903 $997K 0.03% +1,500 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,398 shares; 2025Q1: 7,406 shares; 2025Q2: 8,155 shares; 2025Q3: 7,646 shares; 2025Q4: 7,646 shares; 2026Q1: 7,626 shares; 2026Q2: 17,677 shares 17,677 $993K 0.03% +10,051 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,216 shares; 2024Q4: 11,176 shares; 2025Q1: 10,771 shares; 2025Q2: 10,809 shares; 2025Q3: 10,996 shares; 2025Q4: 10,751 shares; 2026Q1: 10,728 shares; 2026Q2: 10,849 shares 10,849 $989K 0.03% +121 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,285 shares; 2025Q4: 26,285 shares; 2026Q1: 26,285 shares; 2026Q2: 26,863 shares 26,863 $987K 0.03% +578 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,556 shares; 2024Q4: 4,439 shares; 2025Q1: 7,795 shares; 2025Q2: 7,779 shares; 2025Q3: 7,568 shares; 2025Q4: 6,832 shares; 2026Q1: 7,081 shares; 2026Q2: 7,554 shares 7,554 $987K 0.03% +473 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,380 shares; 2024Q4: 5,379 shares; 2025Q1: 5,358 shares; 2025Q2: 5,364 shares; 2025Q3: 5,370 shares; 2025Q4: 5,375 shares; 2026Q1: 5,381 shares; 2026Q2: 6,160 shares 6,160 $985K 0.03% +779 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares; 2026Q1: 2,660 shares; 2026Q2: 5,463 shares 5,463 $963K 0.03% +2,803 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 5,051 shares; 2025Q1: 4,758 shares; 2025Q2: 4,796 shares; 2025Q3: 4,796 shares; 2025Q4: 4,707 shares; 2026Q1: 4,519 shares; 2026Q2: 6,839 shares 6,839 $957K 0.03% +2,320 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,443 shares; 2025Q3: 1,350 shares; 2025Q4: 1,509 shares; 2026Q1: 1,821 shares; 2026Q2: 4,568 shares 4,568 $955K 0.03% +2,747 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; 2024Q3: 3,462 shares; 2024Q4: 4,009 shares; 2025Q1: 4,952 shares; 2025Q2: 5,050 shares; 2025Q3: 5,222 shares; 2025Q4: 4,962 shares; 2026Q1: 5,482 shares; 2026Q2: 7,665 shares 7,665 $954K 0.03% +2,183 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,546 shares; 2025Q2: 1,573 shares; 2025Q3: 1,559 shares; 2025Q4: 10,192 shares; 2026Q1: 11,417 shares; 2026Q2: 13,205 shares 13,205 $949K 0.03% +1,788 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,518 shares; 2024Q4: 2,524 shares; 2025Q1: 4,738 shares; 2025Q2: 4,738 shares; 2025Q3: 4,738 shares; 2025Q4: 4,738 shares; 2026Q1: 4,568 shares; 2026Q2: 10,158 shares 10,158 $942K 0.03% +5,590 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; 2024Q3: 10,446 shares; 2024Q4: 12,748 shares; 2025Q1: 12,596 shares; 2025Q2: 11,336 shares; 2025Q3: 11,479 shares; 2025Q4: 11,161 shares; 2026Q1: 11,192 shares; 2026Q2: 16,256 shares 16,256 $937K 0.03% +5,064 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,948 shares 7,948 $928K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,727 shares; 2025Q1: 2,623 shares; 2025Q2: 2,495 shares; 2025Q3: 2,495 shares; 2025Q4: 2,262 shares; 2026Q1: 2,012 shares; 2026Q2: 2,942 shares 2,942 $921K 0.03% +930 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,708 shares; 2024Q4: 1,765 shares; 2025Q1: 1,765 shares; 2025Q2: 1,765 shares; 2025Q3: 1,765 shares; 2025Q4: 1,944 shares; 2026Q1: 2,415 shares; 2026Q2: 2,479 shares 2,479 $918K 0.03% +64 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,916 shares; 2025Q4: 5,102 shares; 2026Q1: 4,857 shares; 2026Q2: 4,572 shares 4,572 $901K 0.03% -285 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 3,734 shares; 2025Q3: 3,786 shares; 2025Q4: 3,762 shares; 2026Q1: 3,975 shares; 2026Q2: 4,471 shares 4,471 $897K 0.03% +496 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,131 shares 5,131 $892K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,820 shares; 2024Q4: 11,775 shares; 2025Q1: 11,685 shares; 2025Q2: 11,725 shares; 2025Q3: 11,725 shares; 2025Q4: 8,376 shares; 2026Q1: 7,638 shares; 2026Q2: 7,746 shares 7,746 $884K 0.03% +108 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,806 shares; 2024Q4: 2,806 shares; 2025Q1: 2,806 shares; 2025Q2: 2,806 shares; 2025Q3: 2,806 shares; 2025Q4: 2,806 shares; 2026Q1: 2,806 shares; 2026Q2: 2,836 shares 2,836 $879K 0.03% +30 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; 2024Q3: 14,711 shares; 2024Q4: 20,433 shares; 2025Q1: 20,057 shares; 2025Q2: 20,229 shares; 2025Q3: 11,692 shares; 2025Q4: 10,148 shares; 2026Q1: 10,081 shares; 2026Q2: 10,699 shares 10,699 $868K 0.02% +618 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,736 shares; 2025Q2: 6,140 shares; 2025Q3: 6,208 shares; 2025Q4: 6,262 shares; 2026Q1: 6,288 shares; 2026Q2: 6,963 shares 6,963 $866K 0.02% +675 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,448 shares; 2024Q4: 5,448 shares; 2025Q1: 2,448 shares; 2025Q2: 2,452 shares; 2025Q3: 2,448 shares; 2025Q4: 2,442 shares; 2026Q1: 2,342 shares; 2026Q2: 2,342 shares 2,342 $857K 0.02% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,380 shares; 2024Q4: 6,580 shares; 2025Q1: 6,189 shares; 2025Q2: 6,909 shares; 2025Q3: 6,998 shares; 2025Q4: 6,454 shares; 2026Q1: 6,787 shares; 2026Q2: 7,887 shares 7,887 $848K 0.02% +1,100 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,276 shares; 2024Q4: 6,890 shares; 2025Q1: 8,195 shares; 2025Q2: 8,124 shares; 2025Q3: 8,124 shares; 2025Q4: 8,244 shares; 2026Q1: 8,244 shares; 2026Q2: 9,544 shares 9,544 $846K 0.02% +1,300 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,332 shares 7,332 $842K 0.02% new Timeline JGRO 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; 2024Q3: 7,560 shares; 2024Q4: 7,729 shares; 2025Q1: 7,632 shares; 2025Q2: 7,968 shares; 2025Q3: 7,948 shares; 2025Q4: 7,672 shares; 2026Q1: 8,729 shares; 2026Q2: 8,538 shares 8,538 $842K 0.02% -191 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,111 shares; 2025Q2: 7,111 shares; 2025Q3: 7,111 shares; 2025Q4: 7,159 shares; 2026Q1: 7,159 shares; 2026Q2: 7,494 shares 7,494 $837K 0.02% +335 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,335 shares; 2025Q4: 5,425 shares; 2026Q1: 5,587 shares; 2026Q2: 5,718 shares 5,718 $835K 0.02% +131 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,765 shares; 2024Q4: 8,955 shares; 2025Q1: 3,267 shares; 2025Q2: 3,305 shares; 2025Q3: 3,576 shares; 2025Q4: 3,617 shares; 2026Q1: 3,502 shares; 2026Q2: 8,452 shares 8,452 $831K 0.02% +4,950 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; 2024Q3: 7,742 shares; 2024Q4: 6,135 shares; 2025Q1: 4,003 shares; 2025Q2: 3,783 shares; 2025Q3: 4,260 shares; 2025Q4: 4,260 shares; 2026Q1: 4,122 shares; 2026Q2: 5,677 shares 5,677 $829K 0.02% +1,555 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,783 shares 8,783 $827K 0.02% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,307 shares; 2024Q4: 6,262 shares; 2025Q1: 5,802 shares; 2025Q2: 5,806 shares; 2025Q3: 7,581 shares; 2025Q4: 7,600 shares; 2026Q1: 7,613 shares; 2026Q2: 8,634 shares 8,634 $824K 0.02% +1,021 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; 2024Q3: 637 shares; 2024Q4: 1,323 shares; 2025Q1: 1,803 shares; 2025Q2: 1,695 shares; 2025Q3: 1,654 shares; 2025Q4: 1,681 shares; 2026Q1: 1,835 shares; 2026Q2: 2,397 shares 2,397 $817K 0.02% +562 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 524 shares; 2025Q4: 545 shares; 2026Q1: 547 shares; 2026Q2: 1,642 shares 1,642 $816K 0.02% +1,095 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,292 shares 4,292 $814K 0.02% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,174 shares; 2024Q4: 55,174 shares; 2025Q1: 55,174 shares; 2025Q2: 55,174 shares; 2025Q3: 55,174 shares; 2025Q4: 55,174 shares; 2026Q1: 55,174 shares; 2026Q2: 55,464 shares 55,464 $813K 0.02% +290 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,651 shares; 2024Q4: 5,925 shares; 2025Q1: 6,051 shares; 2025Q2: 6,113 shares; 2025Q3: 6,224 shares; 2025Q4: 6,030 shares; 2026Q1: 6,229 shares; 2026Q2: 6,591 shares 6,591 $811K 0.02% +362 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,610 shares; 2024Q4: 6,010 shares; 2025Q1: 14,292 shares; 2025Q2: 14,292 shares; 2025Q3: 14,292 shares; 2025Q4: 14,292 shares; 2026Q1: 14,473 shares; 2026Q2: 14,605 shares 14,605 $811K 0.02% +132 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407 shares 407 $807K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,062 shares; 2024Q4: 3,083 shares; 2025Q1: 3,061 shares; 2025Q2: 3,062 shares; 2025Q3: 2,763 shares; 2025Q4: 2,809 shares; 2026Q1: 3,793 shares; 2026Q2: 4,920 shares 4,920 $797K 0.02% +1,127 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 264 shares; 2026Q1: 592 shares; 2026Q2: 778 shares 778 $787K 0.02% +186 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,100 shares; 2024Q4: 20,600 shares; 2025Q1: 20,600 shares; 2025Q2: 21,004 shares; 2025Q3: 21,004 shares; 2025Q4: 18,500 shares; 2026Q1: 15,900 shares; 2026Q2: 16,904 shares 16,904 $782K 0.02% +1,004 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,319 shares; 2026Q2: 21,002 shares 21,002 $772K 0.02% +15,683 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,047 shares 8,047 $768K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,280 shares 2,280 $763K 0.02% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,048 shares; 2024Q4: 32,890 shares; 2025Q1: 25,340 shares; 2025Q2: 21,626 shares; 2025Q3: 21,583 shares; 2025Q4: 19,271 shares; 2026Q1: 20,110 shares; 2026Q2: 43,018 shares 43,018 $763K 0.02% +22,908 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,330 shares; 2024Q4: 3,106 shares; 2025Q1: 3,070 shares; 2025Q2: 3,469 shares; 2025Q3: 3,379 shares; 2025Q4: 2,677 shares; 2026Q1: 4,245 shares; 2026Q2: 5,010 shares 5,010 $758K 0.02% +765 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,099 shares; 2024Q4: 7,150 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 7,233 shares; 2025Q4: 6,614 shares; 2026Q1: 6,614 shares; 2026Q2: 9,116 shares 9,116 $753K 0.02% +2,502 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,305 shares 1,305 $753K 0.02% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,146 shares 1,146 $752K 0.02% 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; 2024Q3: 2,726 shares; 2024Q4: 3,553 shares; 2025Q1: 6,571 shares; 2025Q2: 6,598 shares; 2025Q3: 6,559 shares; 2025Q4: 6,801 shares; 2026Q1: 6,426 shares; 2026Q2: 7,305 shares 7,305 $746K 0.02% +879 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,372 shares; 2024Q4: 18,210 shares; 2025Q1: 18,250 shares; 2025Q2: 18,250 shares; 2025Q3: 18,293 shares; 2025Q4: 18,332 shares; 2026Q1: 18,374 shares; 2026Q2: 20,390 shares 20,390 $741K 0.02% +2,016 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,705 shares; 2024Q4: 2,705 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 2,674 shares; 2025Q4: 6,254 shares; 2026Q1: 6,254 shares; 2026Q2: 6,254 shares 6,254 $735K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,332 shares 5,332 $723K 0.02% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 602 shares; 2025Q2: 508 shares; 2025Q3: 474 shares; 2025Q4: 487 shares; 2026Q1: 487 shares; 2026Q2: 629 shares 629 $713K 0.02% +142 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,418 shares; 2024Q4: 8,383 shares; 2025Q1: 8,383 shares; 2025Q2: 8,383 shares; 2025Q3: 8,383 shares; 2025Q4: 8,383 shares; 2026Q1: 8,383 shares; 2026Q2: 9,430 shares 9,430 $711K 0.02% +1,047 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; 2024Q3: 4,712 shares; 2024Q4: 4,725 shares; 2025Q1: 4,747 shares; 2025Q2: 4,765 shares; 2025Q3: 4,790 shares; 2025Q4: 4,842 shares; 2026Q1: 5,287 shares; 2026Q2: 5,315 shares 5,315 $703K 0.02% +28 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,480 shares; 2025Q2: 49,452 shares; 2025Q3: 49,452 shares; 2025Q4: 49,452 shares; 2026Q1: 48,388 shares; 2026Q2: 61,438 shares 61,438 $695K 0.02% +13,050 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,838 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 3,241 shares; 2025Q3: 3,166 shares; 2025Q4: 2,733 shares; 2026Q1: 2,383 shares; 2026Q2: 8,804 shares 8,804 $683K 0.02% +6,421 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,799 shares; 2024Q4: 9,412 shares; 2025Q1: 9,963 shares; 2025Q2: 8,076 shares; 2025Q3: 8,088 shares; 2025Q4: 6,600 shares; 2026Q1: 5,840 shares; 2026Q2: 18,448 shares 18,448 $682K 0.02% +12,608 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,154 shares; 2024Q4: 2,146 shares; 2025Q1: 5,373 shares; 2025Q2: 5,392 shares; 2025Q3: 5,371 shares; 2025Q4: 3,161 shares; 2026Q1: 5,805 shares; 2026Q2: 4,337 shares 4,337 $679K 0.02% -1,468 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,906 shares 10,906 $659K 0.02% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,362 shares; 2025Q2: 15,651 shares; 2025Q3: 15,651 shares; 2025Q4: 17,385 shares; 2026Q1: 17,401 shares; 2026Q2: 17,401 shares 17,401 $648K 0.02% 0 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; 2024Q3: 3,948 shares; 2024Q4: 2,927 shares; 2025Q1: 2,210 shares; 2025Q2: 2,212 shares; 2025Q3: 2,178 shares; 2025Q4: 1,511 shares; 2026Q1: 1,523 shares; 2026Q2: 2,916 shares 2,916 $644K 0.02% +1,393 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,831 shares; 2024Q4: 3,841 shares; 2025Q1: 2,814 shares; 2025Q2: 2,691 shares; 2025Q3: 2,596 shares; 2025Q4: 2,146 shares; 2026Q1: 2,092 shares; 2026Q2: 3,108 shares 3,108 $640K 0.02% +1,016 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,422 shares; 2024Q4: 1,422 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,428 shares; 2026Q1: 1,561 shares; 2026Q2: 2,998 shares 2,998 $639K 0.02% +1,437 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 222 shares; 2026Q1: 222 shares; 2026Q2: 316 shares 316 $629K 0.02% +94 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,565 shares; 2024Q4: 2,486 shares; 2025Q1: 2,489 shares; 2025Q2: 2,489 shares; 2025Q3: 2,489 shares; 2025Q4: 2,024 shares; 2026Q1: 2,040 shares; 2026Q2: 3,814 shares 3,814 $627K 0.02% +1,774 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,650 shares; 2025Q3: 1,478 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 648 shares 648 $624K 0.02% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,294 shares; 2024Q4: 11,294 shares; 2025Q1: 11,294 shares; 2025Q2: 11,294 shares; 2025Q3: 11,294 shares; 2025Q4: 11,294 shares; 2026Q1: 11,301 shares; 2026Q2: 11,307 shares 11,307 $611K 0.02% +6 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; 2024Q3: 6,991 shares; 2024Q4: 7,168 shares; 2025Q1: 7,179 shares; 2025Q2: 7,190 shares; 2025Q3: 7,200 shares; 2025Q4: 7,211 shares; 2026Q1: 7,220 shares; 2026Q2: 8,138 shares 8,138 $605K 0.02% +918 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,250 shares 2,250 $605K 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,647 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,666 shares; 2026Q1: 2,869 shares; 2026Q2: 3,509 shares 3,509 $604K 0.02% +640 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,758 shares 2,758 $602K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,468 shares; 2024Q4: 9,409 shares; 2025Q1: 9,409 shares; 2025Q2: 9,268 shares; 2025Q3: 9,220 shares; 2025Q4: 7,902 shares; 2026Q1: 7,902 shares; 2026Q2: 11,086 shares 11,086 $601K 0.02% +3,184 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,132 shares; 2024Q4: 11,471 shares; 2025Q1: 15,897 shares; 2025Q2: 14,668 shares; 2025Q3: 14,413 shares; 2025Q4: 12,007 shares; 2026Q1: 12,565 shares; 2026Q2: 21,652 shares 21,652 $592K 0.02% +9,087 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 646 shares; 2026Q2: 1,717 shares 1,717 $591K 0.02% +1,071 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,387 shares; 2026Q1: 1,346 shares; 2026Q2: 1,526 shares 1,526 $590K 0.02% +180 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,913 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: 2,900 shares; 2026Q1: 2,900 shares; 2026Q2: 3,673 shares 3,673 $583K 0.02% +773 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,503 shares; 2024Q4: 2,493 shares; 2025Q1: 2,555 shares; 2025Q2: 2,571 shares; 2025Q3: 2,477 shares; 2025Q4: 2,445 shares; 2026Q1: 2,445 shares; 2026Q2: 2,557 shares 2,557 $580K 0.02% +112 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,029 shares; 2025Q3: 5,924 shares; 2025Q4: 5,924 shares; 2026Q1: 5,496 shares; 2026Q2: 5,496 shares 5,496 $578K 0.02% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,206 shares; 2025Q3: 2,072 shares; 2025Q4: 2,170 shares; 2026Q1: 2,045 shares; 2026Q2: 3,294 shares 3,294 $560K 0.02% +1,249 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,082 shares; 2024Q4: 3,082 shares; 2025Q1: 5,582 shares; 2025Q2: 5,582 shares; 2025Q3: 5,623 shares; 2025Q4: 5,685 shares; 2026Q1: 6,385 shares; 2026Q2: 6,684 shares 6,684 $559K 0.02% +299 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 1,920 shares; 2025Q3: 2,033 shares; 2025Q4: 1,906 shares; 2026Q1: 1,994 shares; 2026Q2: 2,283 shares 2,283 $555K 0.02% +289 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 1,487 shares 1,487 $544K 0.02% +670 Timeline USAC USA COMPRESSION PARTNERS LP More: the full row for USA COMPRESSION PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,022 shares; 2025Q3: 8,386 shares; 2025Q4: not reported; 2026Q1: 7,808 shares; 2026Q2: 20,349 shares 20,349 $537K 0.02% +12,541 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,944 shares 23,944 $534K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,922 shares; 2024Q4: 8,395 shares; 2025Q1: 8,670 shares; 2025Q2: 8,610 shares; 2025Q3: 8,610 shares; 2025Q4: 8,333 shares; 2026Q1: 8,167 shares; 2026Q2: 11,360 shares 11,360 $530K 0.02% +3,193 Timeline FCF FIRST COMWLTH FINL CORP PA More: the full row for FIRST COMWLTH FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,063 shares; 2025Q4: 11,063 shares; 2026Q1: not reported; 2026Q2: 26,007 shares 26,007 $529K 0.02% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,291 shares 2,291 $526K 0.02% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,937 shares; 2024Q4: 9,859 shares; 2025Q1: 5,744 shares; 2025Q2: 5,579 shares; 2025Q3: 5,406 shares; 2025Q4: 4,480 shares; 2026Q1: 4,714 shares; 2026Q2: 6,162 shares 6,162 $522K 0.01% +1,448 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,150 shares 2,150 $521K 0.01% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,566 shares; 2024Q4: 10,667 shares; 2025Q1: 10,711 shares; 2025Q2: 10,747 shares; 2025Q3: 10,854 shares; 2025Q4: 10,264 shares; 2026Q1: 10,267 shares; 2026Q2: 10,326 shares 10,326 $516K 0.01% +59 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,507 shares; 2024Q4: 2,486 shares; 2025Q1: 2,360 shares; 2025Q2: 2,362 shares; 2025Q3: 2,369 shares; 2025Q4: 2,339 shares; 2026Q1: 2,341 shares; 2026Q2: 2,344 shares 2,344 $514K 0.01% +3 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,140 shares; 2024Q4: 9,161 shares; 2025Q1: 9,477 shares; 2025Q2: 9,500 shares; 2025Q3: 9,432 shares; 2025Q4: 8,953 shares; 2026Q1: 9,431 shares; 2026Q2: 10,805 shares 10,805 $514K 0.01% +1,374 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,070 shares; 2025Q3: 791 shares; 2025Q4: 801 shares; 2026Q1: 801 shares; 2026Q2: 6,337 shares 6,337 $510K 0.01% +5,536 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,161 shares 9,161 $506K 0.01% new Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,458 shares; 2024Q4: 9,371 shares; 2025Q1: 9,916 shares; 2025Q2: 9,958 shares; 2025Q3: 8,308 shares; 2025Q4: 8,652 shares; 2026Q1: 8,691 shares; 2026Q2: 8,880 shares 8,880 $504K 0.01% +189 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares; 2026Q2: 2,110 shares 2,110 $502K 0.01% +789 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,494 shares; 2024Q4: 2,494 shares; 2025Q1: 2,494 shares; 2025Q2: 2,898 shares; 2025Q3: 2,494 shares; 2025Q4: 2,508 shares; 2026Q1: 2,508 shares; 2026Q2: 2,508 shares 2,508 $501K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,223 shares 1,223 $501K 0.01% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,532 shares; 2024Q4: 5,507 shares; 2025Q1: 5,509 shares; 2025Q2: 5,513 shares; 2025Q3: 5,515 shares; 2025Q4: 5,580 shares; 2026Q1: 6,057 shares; 2026Q2: 6,064 shares 6,064 $499K 0.01% +7 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,981 shares; 2024Q4: 5,218 shares; 2025Q1: 5,018 shares; 2025Q2: 5,018 shares; 2025Q3: 4,568 shares; 2025Q4: 4,568 shares; 2026Q1: 4,533 shares; 2026Q2: 5,337 shares 5,337 $498K 0.01% +804 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,274 shares 3,274 $498K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,414 shares; 2024Q4: 1,512 shares; 2025Q1: 1,505 shares; 2025Q2: 1,505 shares; 2025Q3: 1,505 shares; 2025Q4: 1,564 shares; 2026Q1: 1,598 shares; 2026Q2: 1,783 shares 1,783 $492K 0.01% +185 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 585 shares; 2025Q1: 585 shares; 2025Q2: 621 shares; 2025Q3: 576 shares; 2025Q4: 558 shares; 2026Q1: 1,062 shares; 2026Q2: 1,232 shares 1,232 $490K 0.01% +170 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; 2024Q3: 2,914 shares; 2024Q4: 14,475 shares; 2025Q1: 13,975 shares; 2025Q2: 13,410 shares; 2025Q3: 13,380 shares; 2025Q4: 13,125 shares; 2026Q1: 14,870 shares; 2026Q2: 15,462 shares 15,462 $489K 0.01% +592 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,539 shares 3,539 $485K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,202 shares; 2025Q1: 2,832 shares; 2025Q2: 2,841 shares; 2025Q3: 2,828 shares; 2025Q4: 1,842 shares; 2026Q1: 1,891 shares; 2026Q2: 1,901 shares 1,901 $479K 0.01% +10 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,792 shares; 2024Q4: 4,492 shares; 2025Q1: 4,492 shares; 2025Q2: 4,492 shares; 2025Q3: 4,371 shares; 2025Q4: 4,271 shares; 2026Q1: 3,913 shares; 2026Q2: 4,263 shares 4,263 $479K 0.01% +350 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,536 shares; 2024Q4: 60,490 shares; 2025Q1: 44,335 shares; 2025Q2: 46,540 shares; 2025Q3: 47,417 shares; 2025Q4: 9,744 shares; 2026Q1: 8,936 shares; 2026Q2: 11,538 shares 11,538 $477K 0.01% +2,602 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 738 shares 738 $471K 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; 2024Q3: 1,534 shares; 2024Q4: 1,543 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,538 shares; 2025Q4: 1,647 shares; 2026Q1: 1,642 shares; 2026Q2: 1,742 shares 1,742 $470K 0.01% +100 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; 2024Q3: 894 shares; 2024Q4: 1,038 shares; 2025Q1: 19,792 shares; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,087 shares; 2026Q1: 981 shares; 2026Q2: 1,418 shares 1,418 $468K 0.01% +437 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 2,143 shares; 2025Q1: 2,136 shares; 2025Q2: 2,086 shares; 2025Q3: 2,086 shares; 2025Q4: 2,158 shares; 2026Q1: 2,008 shares; 2026Q2: 1,988 shares 1,988 $463K 0.01% -20 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,975 shares 2,975 $457K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,203 shares; 2025Q4: 1,126 shares; 2026Q1: not reported; 2026Q2: 3,914 shares 3,914 $457K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,506 shares 15,506 $456K 0.01% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 10,100 shares; 2025Q2: 10,400 shares; 2025Q3: 8,800 shares; 2025Q4: 8,800 shares; 2026Q1: 8,800 shares; 2026Q2: 8,800 shares 8,800 $449K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,793 shares; 2024Q4: 1,752 shares; 2025Q1: 1,602 shares; 2025Q2: 1,568 shares; 2025Q3: 1,568 shares; 2025Q4: 1,602 shares; 2026Q1: 1,602 shares; 2026Q2: 2,226 shares 2,226 $449K 0.01% +624 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,461 shares 4,461 $448K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,113 shares; 2024Q4: 6,672 shares; 2025Q1: 5,092 shares; 2025Q2: 6,018 shares; 2025Q3: 6,055 shares; 2025Q4: 6,295 shares; 2026Q1: 6,295 shares; 2026Q2: 7,342 shares 7,342 $438K 0.01% +1,047 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; 2024Q3: 4,136 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,983 shares; 2026Q1: 3,951 shares; 2026Q2: 6,934 shares 6,934 $436K 0.01% +2,983 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,187 shares 8,187 $435K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,286 shares; 2024Q4: 28,756 shares; 2025Q1: 32,792 shares; 2025Q2: 33,315 shares; 2025Q3: 25,927 shares; 2025Q4: 14,316 shares; 2026Q1: 14,941 shares; 2026Q2: 17,698 shares 17,698 $434K 0.01% +2,757 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,479 shares; 2024Q4: 5,479 shares; 2025Q1: 5,479 shares; 2025Q2: 5,452 shares; 2025Q3: 5,452 shares; 2025Q4: 3,717 shares; 2026Q1: 3,717 shares; 2026Q2: 3,732 shares 3,732 $434K 0.01% +15 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,647 shares; 2025Q1: 4,646 shares; 2025Q2: 5,331 shares; 2025Q3: 4,645 shares; 2025Q4: 4,480 shares; 2026Q1: 4,475 shares; 2026Q2: 5,590 shares 5,590 $432K 0.01% +1,115 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,944 shares; 2024Q4: 2,921 shares; 2025Q1: not reported; 2025Q2: 2,836 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,805 shares 5,805 $426K 0.01% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 951 shares 951 $423K 0.01% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,088 shares; 2024Q4: 10,279 shares; 2025Q1: 9,887 shares; 2025Q2: 9,887 shares; 2025Q3: 9,887 shares; 2025Q4: 10,199 shares; 2026Q1: 11,445 shares; 2026Q2: 11,364 shares 11,364 $423K 0.01% -81 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,409 shares 1,409 $420K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 320 shares; 2024Q4: 361 shares; 2025Q1: 773 shares; 2025Q2: 692 shares; 2025Q3: 665 shares; 2025Q4: 2,975 shares; 2026Q1: 3,505 shares; 2026Q2: 4,208 shares 4,208 $418K 0.01% +703 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,762 shares; 2024Q4: 9,052 shares; 2025Q1: 9,048 shares; 2025Q2: 9,052 shares; 2025Q3: 8,374 shares; 2025Q4: 7,587 shares; 2026Q1: 8,233 shares; 2026Q2: 11,806 shares 11,806 $411K 0.01% +3,573 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; 2024Q3: 2,784 shares; 2024Q4: 2,904 shares; 2025Q1: 2,121 shares; 2025Q2: 1,521 shares; 2025Q3: 1,871 shares; 2025Q4: 1,404 shares; 2026Q1: 1,337 shares; 2026Q2: 2,122 shares 2,122 $404K 0.01% +785 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $399K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,935 shares; 2026Q1: 12,948 shares; 2026Q2: 20,867 shares 20,867 $398K 0.01% +7,919 Timeline GOOY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $398K 0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,985 shares; 2024Q4: 4,985 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares; 2025Q3: 4,985 shares; 2025Q4: 4,985 shares; 2026Q1: 4,985 shares; 2026Q2: 5,051 shares 5,051 $396K 0.01% +66 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,710 shares; 2024Q4: 2,675 shares; 2025Q1: 2,821 shares; 2025Q2: 3,011 shares; 2025Q3: 3,591 shares; 2025Q4: 3,666 shares; 2026Q1: 3,746 shares; 2026Q2: 3,839 shares 3,839 $395K 0.01% +93 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,271 shares 21,271 $394K 0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,047 shares 1,047 $390K 0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,815 shares; 2025Q1: 2,816 shares; 2025Q2: 2,818 shares; 2025Q3: 2,820 shares; 2025Q4: 2,821 shares; 2026Q1: 2,822 shares; 2026Q2: 2,823 shares 2,823 $386K 0.01% +1 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,426 shares 4,426 $385K 0.01% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: not reported; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares; 2026Q1: 2,320 shares; 2026Q2: 2,489 shares 2,489 $382K 0.01% +169 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,045 shares 5,045 $379K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,101 shares; 2025Q2: 1,101 shares; 2025Q3: 1,101 shares; 2025Q4: 1,101 shares; 2026Q1: 1,101 shares; 2026Q2: 1,101 shares 1,101 $379K 0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,464 shares 7,464 $378K 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 2,023 shares; 2025Q3: 2,069 shares; 2025Q4: 2,163 shares; 2026Q1: 2,163 shares; 2026Q2: 2,468 shares 2,468 $375K 0.01% +305 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,677 shares 10,677 $370K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,368 shares; 2025Q1: 2,371 shares; 2025Q2: 2,372 shares; 2025Q3: 2,372 shares; 2025Q4: 2,372 shares; 2026Q1: 2,372 shares; 2026Q2: 3,136 shares 3,136 $369K 0.01% +764 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,949 shares; 2024Q4: 6,203 shares; 2025Q1: 6,146 shares; 2025Q2: 6,146 shares; 2025Q3: 6,145 shares; 2025Q4: 6,065 shares; 2026Q1: 6,007 shares; 2026Q2: 7,029 shares 7,029 $369K 0.01% +1,022 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,093 shares 2,093 $368K 0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,608 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,749 shares 10,749 $364K 0.01% new Timeline EDWARDS LIFESCIENCES CORP C… EDWARDS LIFESCIENCES CORP COM More: the full row for EDWARDS LIFESCIENCES CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,981 shares 3,981 $360K 0.01% new DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,769 shares; 2024Q4: 2,928 shares; 2025Q1: 2,832 shares; 2025Q2: 2,892 shares; 2025Q3: 2,332 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares; 2026Q2: 2,362 shares 2,362 $360K 0.01% +30 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,478 shares; 2024Q4: 2,478 shares; 2025Q1: 2,478 shares; 2025Q2: 2,478 shares; 2025Q3: 2,478 shares; 2025Q4: 2,478 shares; 2026Q1: 2,228 shares; 2026Q2: 2,433 shares 2,433 $359K 0.01% +205 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,383 shares; 2025Q2: 62,377 shares; 2025Q3: 62,433 shares; 2025Q4: 62,433 shares; 2026Q1: 63,278 shares; 2026Q2: 13,559 shares 13,559 $355K 0.01% -49,719 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,901 shares; 2024Q4: 1,684 shares; 2025Q1: 1,558 shares; 2025Q2: 1,870 shares; 2025Q3: 1,533 shares; 2025Q4: 1,302 shares; 2026Q1: 1,272 shares; 2026Q2: 1,616 shares 1,616 $355K 0.01% +344 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,428 shares 2,428 $347K 0.01% new 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; 2024Q3: 4,392 shares; 2024Q4: 4,399 shares; 2025Q1: 4,392 shares; 2025Q2: 4,364 shares; 2025Q3: 4,364 shares; 2025Q4: 2,964 shares; 2026Q1: 2,964 shares; 2026Q2: 3,108 shares 3,108 $344K 0.01% +144 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,611 shares; 2024Q4: 5,805 shares; 2025Q1: 1,269 shares; 2025Q2: 1,273 shares; 2025Q3: 1,269 shares; 2025Q4: not reported; 2026Q1: 1,116 shares; 2026Q2: 1,180 shares 1,180 $343K 0.01% +64 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,186 shares 4,186 $336K 0.01% new 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; 2024Q3: not reported; 2024Q4: 2,870 shares; 2025Q1: 2,871 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,645 shares 3,645 $336K 0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: not reported; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,569 shares; 2026Q1: 1,569 shares; 2026Q2: 1,866 shares 1,866 $333K 0.01% +297 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,579 shares; 2025Q4: 2,767 shares; 2026Q1: 2,767 shares; 2026Q2: 4,569 shares 4,569 $333K 0.01% +1,802 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 970 shares 970 $331K 0.01% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,516 shares 5,516 $329K 0.01% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 509 shares; 2026Q2: 525 shares 525 $324K 0.01% +16 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,733 shares 5,733 $323K 0.01% new Timeline HELO 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares; 2026Q1: 3,928 shares; 2026Q2: 4,525 shares 4,525 $306K 0.01% +597 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 420 shares 420 $302K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,925 shares 1,925 $302K 0.01% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 995 shares 995 $300K 0.01% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,185 shares 4,185 $295K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,792 shares 3,792 $292K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,204 shares; 2024Q4: 4,185 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,185 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,990 shares 5,990 $291K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,500 shares 3,500 $289K 0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,280 shares; 2025Q4: 2,280 shares; 2026Q1: 2,280 shares; 2026Q2: 2,598 shares 2,598 $287K 0.01% +318 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,154 shares; 2024Q4: 6,154 shares; 2025Q1: 6,079 shares; 2025Q2: 6,079 shares; 2025Q3: 6,079 shares; 2025Q4: 6,191 shares; 2026Q1: 6,191 shares; 2026Q2: 6,191 shares 6,191 $286K 0.01% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,752 shares 2,752 $284K 0.01% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,615 shares; 2025Q3: 6,643 shares; 2025Q4: 6,801 shares; 2026Q1: 6,826 shares; 2026Q2: 6,887 shares 6,887 $283K 0.01% +61 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,740 shares 3,740 $283K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,014 shares 1,014 $283K 0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,836 shares; 2025Q2: 3,890 shares; 2025Q3: 3,529 shares; 2025Q4: 3,529 shares; 2026Q1: 3,434 shares; 2026Q2: 3,396 shares 3,396 $282K 0.01% -38 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,805 shares; 2025Q2: not reported; 2025Q3: 2,805 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares; 2026Q2: 3,502 shares 3,502 $281K 0.01% +382 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,141 shares; 2025Q4: 3,141 shares; 2026Q1: 2,901 shares; 2026Q2: 3,351 shares 3,351 $281K 0.01% +450 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,612 shares; 2025Q1: not reported; 2025Q2: 1,559 shares; 2025Q3: 1,480 shares; 2025Q4: 1,490 shares; 2026Q1: 1,770 shares; 2026Q2: 1,776 shares 1,776 $277K 0.01% +6 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,947 shares; 2024Q4: 5,732 shares; 2025Q1: 5,740 shares; 2025Q2: 5,750 shares; 2025Q3: 5,760 shares; 2025Q4: 5,769 shares; 2026Q1: 5,780 shares; 2026Q2: 6,660 shares 6,660 $272K 0.01% +880 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,060 shares 5,060 $267K 0.01% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,584 shares; 2025Q1: not reported; 2025Q2: 1,560 shares; 2025Q3: not reported; 2025Q4: 1,538 shares; 2026Q1: not reported; 2026Q2: 1,854 shares 1,854 $265K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: not reported; 2025Q2: 489 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $265K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 651 shares; 2026Q1: 651 shares; 2026Q2: 922 shares 922 $261K 0.01% +271 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,632 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,553 shares 10,553 $260K 0.01% new Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,580 shares; 2026Q1: 5,580 shares; 2026Q2: 5,580 shares 5,580 $257K 0.01% 0 Timeline CGVV CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,595 shares; 2026Q1: 8,307 shares; 2026Q2: 8,316 shares 8,316 $257K 0.01% +9 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,103 shares 8,103 $257K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,567 shares 9,567 $255K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,961 shares 15,961 $253K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,196 shares; 2024Q4: 1,064 shares; 2025Q1: not reported; 2025Q2: 1,060 shares; 2025Q3: 1,130 shares; 2025Q4: 2,260 shares; 2026Q1: 2,158 shares; 2026Q2: 2,160 shares 2,160 $253K 0.01% +2 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,191 shares 1,191 $252K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,037 shares; 2024Q4: 1,039 shares; 2025Q1: 1,039 shares; 2025Q2: 1,023 shares; 2025Q3: 1,023 shares; 2025Q4: 948 shares; 2026Q1: 929 shares; 2026Q2: 633 shares 633 $251K 0.01% -296 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; 2024Q3: 5,173 shares; 2024Q4: 5,391 shares; 2025Q1: 5,261 shares; 2025Q2: 5,325 shares; 2025Q3: 5,331 shares; 2025Q4: 5,864 shares; 2026Q1: not reported; 2026Q2: 7,338 shares 7,338 $249K 0.01% new Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 661 shares 661 $249K 0.01% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,891 shares 6,891 $249K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 695 shares 695 $243K 0.01% new Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: not reported; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares; 2025Q4: 5,635 shares; 2026Q1: 5,460 shares; 2026Q2: 5,015 shares 5,015 $242K 0.01% -445 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 539 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533 shares 533 $238K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 988 shares 988 $236K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,683 shares 2,683 $236K 0.01% new Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,755 shares; 2025Q4: 1,773 shares; 2026Q1: not reported; 2026Q2: 1,752 shares 1,752 $233K 0.01% new Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 502 shares 502 $233K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,026 shares 1,026 $230K 0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $227K 0.01% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,786 shares 2,786 $227K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,590 shares 5,590 $226K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,220 shares 4,220 $226K 0.01% new Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,796 shares 4,796 $226K 0.01% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,462 shares 1,462 $221K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,624 shares 1,624 $220K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,238 shares; 2024Q4: 2,401 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,784 shares 2,784 $218K 0.01% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,358 shares 2,358 $217K 0.01% new Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,694 shares 9,694 $216K 0.01% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $216K 0.01% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,371 shares 13,371 $213K 0.01% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,333 shares 8,333 $213K 0.01% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,659 shares 3,659 $213K 0.01% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,824 shares 4,824 $212K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 576 shares 576 $210K 0.01% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,080 shares 2,080 $210K 0.01% new 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; 2024Q3: 997 shares; 2024Q4: 1,069 shares; 2025Q1: 1,033 shares; 2025Q2: 1,041 shares; 2025Q3: 1,038 shares; 2025Q4: 1,163 shares; 2026Q1: not reported; 2026Q2: 1,182 shares 1,182 $210K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,292 shares 1,292 $209K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 557 shares 557 $209K 0.01% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,284 shares; 2026Q2: 5,720 shares 5,720 $209K 0.01% -564 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,934 shares; 2024Q4: 11,196 shares; 2025Q1: 11,419 shares; 2025Q2: 11,419 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,985 shares 14,985 $208K 0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,202 shares 3,202 $205K 0.01% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890 shares 890 $204K 0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,193 shares 1,193 $204K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,882 shares 3,882 $203K 0.01% new Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $203K 0.01% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,961 shares; 2024Q4: 19,517 shares; 2025Q1: 18,988 shares; 2025Q2: 19,312 shares; 2025Q3: 19,346 shares; 2025Q4: 15,343 shares; 2026Q1: 14,293 shares; 2026Q2: 13,853 shares 13,853 $201K 0.01% -440 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,694 shares; 2026Q2: 5,930 shares 5,930 $201K 0.01% +236 Timeline MMLP MARTIN MIDSTREAM PRTNRS L P More: the full row for MARTIN MIDSTREAM PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,712 shares; 2025Q3: 33,693 shares; 2025Q4: 32,448 shares; 2026Q1: 32,526 shares; 2026Q2: 36,305 shares 36,305 $83.9K <0.01% +3,779 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares; 2026Q2: 12,500 shares 12,500 $80.8K <0.01% 0 Timeline NRGV ENERGY VAULT HOLDINGS INC More: the full row for ENERGY VAULT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,387 shares; 2024Q4: 13,387 shares; 2025Q1: 13,387 shares; 2025Q2: 13,387 shares; 2025Q3: 13,387 shares; 2025Q4: 13,387 shares; 2026Q1: 13,387 shares; 2026Q2: 13,387 shares 13,387 $63.1K <0.01% 0 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,942 shares 10,942 $31.7K <0.01% new Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,543 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,612 shares 20,612 $30.9K <0.01% new Timeline CHRS COHERUS ONCOLOGY INC More: the full row for COHERUS ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,803 shares 19,803 $27.7K <0.01% new Timeline VTGN VISTAGEN THERAPEUTICS INC More: the full row for VISTAGEN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,610 shares 32,610 $7.37K <0.01% new Timeline