AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,292 shares; 2024Q4: 23,060 shares; 2025Q1: 19,420 shares; 2025Q2: 18,986 shares; 2025Q3: 17,980 shares; 2025Q4: 17,278 shares; 2026Q1: 15,699 shares; 2026Q2: 15,116 shares 15,116 $5.71M 4.48% -583 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: 16,787 shares; 2024Q4: 16,556 shares; 2025Q1: 16,606 shares; 2025Q2: 16,608 shares; 2025Q3: 17,355 shares; 2025Q4: 16,799 shares; 2026Q1: 15,694 shares; 2026Q2: 14,031 shares 14,031 $5.01M 3.94% -1,663 Timeline PFFD 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: 156,668 shares; 2024Q4: 153,477 shares; 2025Q1: 179,532 shares; 2025Q2: 205,820 shares; 2025Q3: 231,954 shares; 2025Q4: 236,154 shares; 2026Q1: 253,450 shares; 2026Q2: 254,947 shares 254,947 $4.76M 3.74% +1,497 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,524 shares; 2024Q4: 86,201 shares; 2025Q1: 108,553 shares; 2025Q2: 113,976 shares; 2025Q3: 114,831 shares; 2025Q4: 123,835 shares; 2026Q1: 130,905 shares; 2026Q2: 155,397 shares 155,397 $4.74M 3.72% +24,492 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: 6,895 shares; 2024Q4: 6,895 shares; 2025Q1: 6,895 shares; 2025Q2: 6,895 shares; 2025Q3: 6,895 shares; 2025Q4: 6,667 shares; 2026Q1: 6,402 shares; 2026Q2: 5,787 shares 5,787 $4.18M 3.28% -615 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: 15,302 shares; 2024Q4: 15,164 shares; 2025Q1: 14,542 shares; 2025Q2: 14,288 shares; 2025Q3: 14,577 shares; 2025Q4: 14,908 shares; 2026Q1: 14,876 shares; 2026Q2: 14,238 shares 14,238 $4.12M 3.23% -638 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,834 shares; 2025Q2: 41,021 shares; 2025Q3: 76,195 shares; 2025Q4: 121,737 shares; 2026Q1: 148,541 shares; 2026Q2: 169,142 shares 169,142 $4.11M 3.23% +20,601 Timeline FLTR 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: 89,725 shares; 2024Q4: 92,204 shares; 2025Q1: 122,509 shares; 2025Q2: 115,810 shares; 2025Q3: 130,868 shares; 2025Q4: 134,889 shares; 2026Q1: 134,711 shares; 2026Q2: 136,878 shares 136,878 $3.51M 2.75% +2,167 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: 45,947 shares; 2024Q4: 91,881 shares; 2025Q1: 92,585 shares; 2025Q2: 90,159 shares; 2025Q3: 92,791 shares; 2025Q4: 91,338 shares; 2026Q1: 90,783 shares; 2026Q2: 90,054 shares 90,054 $3.25M 2.55% -729 Timeline BBAG 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: 44,260 shares; 2024Q4: 49,126 shares; 2025Q1: 59,694 shares; 2025Q2: 56,884 shares; 2025Q3: 58,679 shares; 2025Q4: 68,660 shares; 2026Q1: 66,500 shares; 2026Q2: 67,768 shares 67,768 $3.11M 2.44% +1,268 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: 72,906 shares; 2024Q4: 69,626 shares; 2025Q1: 68,816 shares; 2025Q2: 65,018 shares; 2025Q3: 63,301 shares; 2025Q4: 63,525 shares; 2026Q1: 59,185 shares; 2026Q2: 60,690 shares 60,690 $3.07M 2.41% +1,505 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,388 shares; 2024Q4: 107,135 shares; 2025Q1: 108,637 shares; 2025Q2: 103,429 shares; 2025Q3: 102,443 shares; 2025Q4: 102,160 shares; 2026Q1: 101,087 shares; 2026Q2: 101,100 shares 101,100 $2.8M 2.2% +13 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: 5,191 shares; 2024Q4: 5,168 shares; 2025Q1: 4,993 shares; 2025Q2: 4,752 shares; 2025Q3: 4,781 shares; 2025Q4: 4,943 shares; 2026Q1: 5,044 shares; 2026Q2: 5,162 shares 5,162 $1.93M 1.51% +118 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,364 shares; 2024Q4: 48,467 shares; 2025Q1: 44,230 shares; 2025Q2: 43,529 shares; 2025Q3: 42,948 shares; 2025Q4: 42,528 shares; 2026Q1: 45,333 shares; 2026Q2: 40,121 shares 40,121 $1.81M 1.42% -5,212 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: 5,923 shares; 2024Q4: 5,860 shares; 2025Q1: 5,860 shares; 2025Q2: 5,860 shares; 2025Q3: 5,848 shares; 2025Q4: 5,848 shares; 2026Q1: 5,848 shares; 2026Q2: 5,836 shares 5,836 $1.75M 1.38% -12 Timeline SCHY 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: 59,050 shares; 2024Q4: 53,924 shares; 2025Q1: 53,942 shares; 2025Q2: 53,674 shares; 2025Q3: 52,699 shares; 2025Q4: 52,269 shares; 2026Q1: 51,474 shares; 2026Q2: 51,970 shares 51,970 $1.65M 1.29% +496 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,191 shares; 2024Q4: 6,932 shares; 2025Q1: 6,861 shares; 2025Q2: 6,572 shares; 2025Q3: 6,444 shares; 2025Q4: 6,131 shares; 2026Q1: 6,054 shares; 2026Q2: 6,010 shares 6,010 $1.54M 1.21% -44 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: 15,622 shares; 2024Q4: 46,159 shares; 2025Q1: 49,103 shares; 2025Q2: 50,145 shares; 2025Q3: 50,156 shares; 2025Q4: 49,969 shares; 2026Q1: 47,505 shares; 2026Q2: 46,666 shares 46,666 $1.48M 1.16% -839 Timeline SCHV 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: 26,726 shares; 2024Q4: 65,911 shares; 2025Q1: 64,810 shares; 2025Q2: 62,183 shares; 2025Q3: 58,437 shares; 2025Q4: 55,314 shares; 2026Q1: 43,429 shares; 2026Q2: 42,428 shares 42,428 $1.48M 1.16% -1,001 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: 54,618 shares; 2024Q4: 50,606 shares; 2025Q1: 50,907 shares; 2025Q2: 51,328 shares; 2025Q3: 47,952 shares; 2025Q4: 45,100 shares; 2026Q1: 39,050 shares; 2026Q2: 39,202 shares 39,202 $1.44M 1.13% +152 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: 29,926 shares; 2024Q4: 28,442 shares; 2025Q1: 28,412 shares; 2025Q2: 26,402 shares; 2025Q3: 26,122 shares; 2025Q4: 25,371 shares; 2026Q1: 25,375 shares; 2026Q2: 24,852 shares 24,852 $1.43M 1.12% -523 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: 1,590 shares; 2024Q4: 1,590 shares; 2025Q1: 1,711 shares; 2025Q2: 1,811 shares; 2025Q3: 2,142 shares; 2025Q4: 3,603 shares; 2026Q1: 5,612 shares; 2026Q2: 5,949 shares 5,949 $1.42M 1.11% +337 Timeline SCHC 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: 38,095 shares; 2024Q4: 34,496 shares; 2025Q1: 34,279 shares; 2025Q2: 33,797 shares; 2025Q3: 32,887 shares; 2025Q4: 31,931 shares; 2026Q1: 30,493 shares; 2026Q2: 29,308 shares 29,308 $1.41M 1.11% -1,185 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,325 shares; 2024Q4: 6,424 shares; 2025Q1: 7,573 shares; 2025Q2: 7,625 shares; 2025Q3: 8,459 shares; 2025Q4: 7,945 shares; 2026Q1: 7,578 shares; 2026Q2: 6,001 shares 6,001 $1.4M 1.1% -1,577 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,069 shares; 2024Q4: 29,371 shares; 2025Q1: 28,716 shares; 2025Q2: 28,314 shares; 2025Q3: 27,777 shares; 2025Q4: 26,996 shares; 2026Q1: 26,700 shares; 2026Q2: 25,602 shares 25,602 $1.39M 1.09% -1,098 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: 7,223 shares; 2024Q4: 7,182 shares; 2025Q1: 6,667 shares; 2025Q2: 6,646 shares; 2025Q3: 6,015 shares; 2025Q4: 6,018 shares; 2026Q1: 5,909 shares; 2026Q2: 5,669 shares 5,669 $1.38M 1.08% -240 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: 11,492 shares; 2024Q4: 11,517 shares; 2025Q1: 11,517 shares; 2025Q2: 10,961 shares; 2025Q3: 10,947 shares; 2025Q4: 10,895 shares; 2026Q1: 10,555 shares; 2026Q2: 10,557 shares 10,557 $1.33M 1.04% +2 Timeline VPL 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: 14,486 shares; 2024Q4: 13,912 shares; 2025Q1: 13,377 shares; 2025Q2: 13,284 shares; 2025Q3: 11,909 shares; 2025Q4: 11,754 shares; 2026Q1: 11,597 shares; 2026Q2: 10,989 shares 10,989 $1.27M 1% -608 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: 4,633 shares; 2024Q4: 4,597 shares; 2025Q1: 4,306 shares; 2025Q2: 4,038 shares; 2025Q3: 4,511 shares; 2025Q4: 4,426 shares; 2026Q1: 4,237 shares; 2026Q2: 3,815 shares 3,815 $1.25M 0.98% -422 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,014 shares; 2024Q4: 17,014 shares; 2025Q1: 16,827 shares; 2025Q2: 16,694 shares; 2025Q3: 16,414 shares; 2025Q4: 16,356 shares; 2026Q1: 16,356 shares; 2026Q2: 16,363 shares 16,363 $1.23M 0.97% +7 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,050 shares; 2024Q4: 7,050 shares; 2025Q1: 6,911 shares; 2025Q2: 6,911 shares; 2025Q3: 6,364 shares; 2025Q4: 6,844 shares; 2026Q1: 6,844 shares; 2026Q2: 6,760 shares 6,760 $1.07M 0.84% -84 Timeline PAX PATRIA INVESTMENTS LIMITED More: the full row for PATRIA INVESTMENTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,180 shares; 2024Q4: 59,535 shares; 2025Q1: 102,889 shares; 2025Q2: 85,583 shares; 2025Q3: 87,972 shares; 2025Q4: 89,498 shares; 2026Q1: 91,901 shares; 2026Q2: 96,261 shares 96,261 $1.06M 0.83% +4,360 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: 4,111 shares; 2024Q4: 4,011 shares; 2025Q1: 4,191 shares; 2025Q2: 4,054 shares; 2025Q3: 4,032 shares; 2025Q4: 4,339 shares; 2026Q1: 4,647 shares; 2026Q2: 5,163 shares 5,163 $1.03M 0.81% +516 Timeline PSK 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: 23,409 shares; 2024Q4: 23,054 shares; 2025Q1: 28,177 shares; 2025Q2: 24,268 shares; 2025Q3: 24,268 shares; 2025Q4: 33,112 shares; 2026Q1: 37,970 shares; 2026Q2: 33,027 shares 33,027 $1.01M 0.79% -4,943 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: 32,253 shares; 2024Q4: 31,710 shares; 2025Q1: 24,985 shares; 2025Q2: 22,725 shares; 2025Q3: 22,974 shares; 2025Q4: 24,610 shares; 2026Q1: 23,750 shares; 2026Q2: 23,451 shares 23,451 $993K 0.78% -299 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,593 shares; 2024Q4: 38,220 shares; 2025Q1: 54,062 shares; 2025Q2: 65,064 shares; 2025Q3: 69,997 shares; 2025Q4: 73,488 shares; 2026Q1: 67,036 shares; 2026Q2: 65,787 shares 65,787 $964K 0.76% -1,249 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: 5,943 shares; 2024Q4: 5,906 shares; 2025Q1: 5,391 shares; 2025Q2: 5,391 shares; 2025Q3: 4,977 shares; 2025Q4: 4,686 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $963K 0.76% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,066 shares; 2024Q4: 6,095 shares; 2025Q1: 7,289 shares; 2025Q2: 6,720 shares; 2025Q3: 6,720 shares; 2025Q4: 11,309 shares; 2026Q1: 12,438 shares; 2026Q2: 11,512 shares 11,512 $962K 0.76% -926 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: 5,288 shares; 2024Q4: 5,500 shares; 2025Q1: 5,239 shares; 2025Q2: 4,743 shares; 2025Q3: 4,743 shares; 2025Q4: 4,573 shares; 2026Q1: 4,574 shares; 2026Q2: 4,608 shares 4,608 $949K 0.75% +34 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,145 shares; 2025Q1: 7,074 shares; 2025Q2: 7,824 shares; 2025Q3: 7,890 shares; 2025Q4: 8,591 shares; 2026Q1: 7,777 shares; 2026Q2: 7,239 shares 7,239 $931K 0.73% -538 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: 18,192 shares; 2024Q4: 14,846 shares; 2025Q1: 14,922 shares; 2025Q2: 14,964 shares; 2025Q3: 13,410 shares; 2025Q4: 13,371 shares; 2026Q1: 12,893 shares; 2026Q2: 12,691 shares 12,691 $867K 0.68% -202 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: 10,882 shares; 2024Q4: 11,264 shares; 2025Q1: 9,784 shares; 2025Q2: 9,638 shares; 2025Q3: 9,614 shares; 2025Q4: 9,892 shares; 2026Q1: 10,224 shares; 2026Q2: 10,501 shares 10,501 $821K 0.64% +277 Timeline LMBS 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: 11,773 shares; 2024Q4: 18,103 shares; 2025Q1: 17,342 shares; 2025Q2: 16,572 shares; 2025Q3: 16,991 shares; 2025Q4: 17,012 shares; 2026Q1: 16,828 shares; 2026Q2: 16,327 shares 16,327 $813K 0.64% -501 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: 999 shares; 2024Q4: 999 shares; 2025Q1: 962 shares; 2025Q2: 894 shares; 2025Q3: 944 shares; 2025Q4: 883 shares; 2026Q1: 847 shares; 2026Q2: 843 shares 843 $789K 0.62% -4 Timeline EWO ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,335 shares; 2024Q4: 39,601 shares; 2025Q1: 39,601 shares; 2025Q2: 38,888 shares; 2025Q3: 39,064 shares; 2025Q4: 33,502 shares; 2026Q1: 33,146 shares; 2026Q2: 26,552 shares 26,552 $786K 0.62% -6,594 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: 1,855 shares; 2024Q4: 1,927 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,035 shares; 2025Q4: 2,222 shares; 2026Q1: 2,351 shares; 2026Q2: 2,352 shares 2,352 $776K 0.61% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,267 shares; 2026Q2: 8,551 shares 8,551 $776K 0.61% +3,284 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: 10,489 shares; 2024Q4: 9,888 shares; 2025Q1: 9,888 shares; 2025Q2: 9,888 shares; 2025Q3: 10,888 shares; 2025Q4: 10,888 shares; 2026Q1: 10,888 shares; 2026Q2: 10,888 shares 10,888 $776K 0.61% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,401 shares; 2024Q4: 4,111 shares; 2025Q1: 3,711 shares; 2025Q2: 3,646 shares; 2025Q3: 3,352 shares; 2025Q4: 3,312 shares; 2026Q1: 3,312 shares; 2026Q2: 3,166 shares 3,166 $763K 0.6% -146 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: 1,371 shares; 2024Q4: 1,359 shares; 2025Q1: 1,428 shares; 2025Q2: 1,375 shares; 2025Q3: 1,562 shares; 2025Q4: 2,200 shares; 2026Q1: 2,400 shares; 2026Q2: 2,308 shares 2,308 $735K 0.58% -92 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,832 shares; 2024Q4: 32,544 shares; 2025Q1: 30,682 shares; 2025Q2: 29,942 shares; 2025Q3: 29,941 shares; 2025Q4: 28,623 shares; 2026Q1: 28,629 shares; 2026Q2: 29,490 shares 29,490 $734K 0.58% +861 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: 13,200 shares; 2024Q4: 12,629 shares; 2025Q1: 12,629 shares; 2025Q2: 12,629 shares; 2025Q3: 14,674 shares; 2025Q4: 14,674 shares; 2026Q1: 14,675 shares; 2026Q2: 12,498 shares 12,498 $712K 0.56% -2,177 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: 2,681 shares; 2024Q4: 2,681 shares; 2025Q1: 2,681 shares; 2025Q2: 2,681 shares; 2025Q3: 3,031 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares; 2026Q2: 2,686 shares 2,686 $682K 0.54% -296 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,917 shares; 2024Q4: 13,668 shares; 2025Q1: 13,097 shares; 2025Q2: 12,565 shares; 2025Q3: 13,105 shares; 2025Q4: 15,963 shares; 2026Q1: 17,420 shares; 2026Q2: 14,968 shares 14,968 $665K 0.52% -2,452 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,345 shares; 2024Q4: 19,764 shares; 2025Q1: 35,468 shares; 2025Q2: 34,594 shares; 2025Q3: 24,763 shares; 2025Q4: 22,762 shares; 2026Q1: 22,059 shares; 2026Q2: 21,294 shares 21,294 $662K 0.52% -765 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,157 shares; 2024Q4: 33,021 shares; 2025Q1: 31,517 shares; 2025Q2: 37,153 shares; 2025Q3: 29,177 shares; 2025Q4: 28,483 shares; 2026Q1: 30,127 shares; 2026Q2: 30,408 shares 30,408 $652K 0.51% +281 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: 4,791 shares; 2024Q4: 4,791 shares; 2025Q1: 4,791 shares; 2025Q2: 4,340 shares; 2025Q3: 4,254 shares; 2025Q4: 4,089 shares; 2026Q1: 3,888 shares; 2026Q2: 3,607 shares 3,607 $627K 0.49% -281 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,402 shares; 2024Q4: 1,417 shares; 2025Q1: 1,769 shares; 2025Q2: 2,216 shares; 2025Q3: 1,937 shares; 2025Q4: 2,029 shares; 2026Q1: 2,030 shares; 2026Q2: 2,097 shares 2,097 $627K 0.49% +67 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,972 shares; 2024Q4: 21,451 shares; 2025Q1: 23,671 shares; 2025Q2: 23,760 shares; 2025Q3: 18,895 shares; 2025Q4: 14,566 shares; 2026Q1: 20,556 shares; 2026Q2: 22,433 shares 22,433 $619K 0.49% +1,877 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: 3,123 shares; 2024Q4: 3,123 shares; 2025Q1: 2,990 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,863 shares; 2026Q1: 2,441 shares; 2026Q2: 2,441 shares 2,441 $614K 0.48% 0 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: 2,155 shares; 2024Q4: 2,180 shares; 2025Q1: 2,089 shares; 2025Q2: 2,001 shares; 2025Q3: 2,091 shares; 2025Q4: 1,903 shares; 2026Q1: 1,918 shares; 2026Q2: 2,072 shares 2,072 $607K 0.48% +154 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: 1,880 shares; 2024Q4: 4,770 shares; 2025Q1: 5,265 shares; 2025Q2: 5,945 shares; 2025Q3: 6,018 shares; 2025Q4: 4,702 shares; 2026Q1: 4,283 shares; 2026Q2: 4,446 shares 4,446 $602K 0.47% +163 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,335 shares; 2024Q4: 5,335 shares; 2025Q1: 5,296 shares; 2025Q2: 5,296 shares; 2025Q3: 4,645 shares; 2025Q4: 4,335 shares; 2026Q1: 3,755 shares; 2026Q2: 3,503 shares 3,503 $594K 0.47% -252 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,229 shares; 2026Q1: 2,029 shares; 2026Q2: 3,540 shares 3,540 $590K 0.46% +1,511 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,994 shares; 2024Q4: 7,994 shares; 2025Q1: 10,042 shares; 2025Q2: 9,563 shares; 2025Q3: 10,121 shares; 2025Q4: 13,981 shares; 2026Q1: 22,594 shares; 2026Q2: 21,284 shares 21,284 $585K 0.46% -1,310 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: 13,294 shares; 2024Q4: 11,817 shares; 2025Q1: 11,820 shares; 2025Q2: 11,823 shares; 2025Q3: 11,825 shares; 2025Q4: 11,451 shares; 2026Q1: 11,451 shares; 2026Q2: 11,451 shares 11,451 $584K 0.46% 0 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,628 shares; 2024Q4: 12,183 shares; 2025Q1: 12,183 shares; 2025Q2: 11,772 shares; 2025Q3: 12,628 shares; 2025Q4: 15,172 shares; 2026Q1: 20,941 shares; 2026Q2: 16,566 shares 16,566 $572K 0.45% -4,375 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: 4,374 shares; 2024Q4: 4,023 shares; 2025Q1: 3,678 shares; 2025Q2: 3,105 shares; 2025Q3: 3,105 shares; 2025Q4: 2,981 shares; 2026Q1: 2,296 shares; 2026Q2: 2,180 shares 2,180 $568K 0.45% -116 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: 7,453 shares; 2024Q4: 7,453 shares; 2025Q1: 8,410 shares; 2025Q2: 8,244 shares; 2025Q3: 8,780 shares; 2025Q4: 9,201 shares; 2026Q1: 9,206 shares; 2026Q2: 9,211 shares 9,211 $556K 0.44% +5 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 2,314 shares; 2025Q4: 2,315 shares; 2026Q1: 2,557 shares; 2026Q2: 2,557 shares 2,557 $544K 0.43% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,657 shares; 2024Q4: 2,657 shares; 2025Q1: 2,719 shares; 2025Q2: 2,505 shares; 2025Q3: 2,442 shares; 2025Q4: 3,313 shares; 2026Q1: 2,770 shares; 2026Q2: 3,859 shares 3,859 $542K 0.43% +1,089 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: 2,540 shares; 2024Q4: 3,226 shares; 2025Q1: 3,100 shares; 2025Q2: 3,001 shares; 2025Q3: 2,599 shares; 2025Q4: 2,796 shares; 2026Q1: 2,427 shares; 2026Q2: 2,230 shares 2,230 $533K 0.42% -197 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: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 705 shares; 2026Q1: 706 shares; 2026Q2: 707 shares 707 $528K 0.41% +1 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: 9,606 shares; 2024Q4: 9,627 shares; 2025Q1: 9,627 shares; 2025Q2: 9,231 shares; 2025Q3: 8,468 shares; 2025Q4: 8,269 shares; 2026Q1: 7,588 shares; 2026Q2: 7,475 shares 7,475 $527K 0.41% -113 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,800 shares; 2025Q2: 23,800 shares; 2025Q3: 23,688 shares; 2025Q4: 23,481 shares; 2026Q1: 23,515 shares; 2026Q2: 21,032 shares 21,032 $525K 0.41% -2,483 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares; 2026Q1: 1,316 shares; 2026Q2: 1,316 shares 1,316 $519K 0.41% 0 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,242 shares; 2024Q4: 7,122 shares; 2025Q1: 6,610 shares; 2025Q2: 5,993 shares; 2025Q3: 5,993 shares; 2025Q4: 5,372 shares; 2026Q1: 4,791 shares; 2026Q2: 4,693 shares 4,693 $501K 0.39% -98 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: 97,633 shares; 2024Q4: 93,194 shares; 2025Q1: 94,252 shares; 2025Q2: 95,201 shares; 2025Q3: 85,221 shares; 2025Q4: 80,453 shares; 2026Q1: 60,590 shares; 2026Q2: 31,189 shares 31,189 $495K 0.39% -29,401 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT 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: 1,571 shares 1,571 $482K 0.38% new Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,598 shares; 2024Q4: 20,293 shares; 2025Q1: 20,968 shares; 2025Q2: 19,878 shares; 2025Q3: 19,414 shares; 2025Q4: 18,070 shares; 2026Q1: 18,206 shares; 2026Q2: 18,206 shares 18,206 $473K 0.37% 0 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,632 shares; 2024Q4: 8,632 shares; 2025Q1: 8,456 shares; 2025Q2: 8,056 shares; 2025Q3: 9,340 shares; 2025Q4: 9,456 shares; 2026Q1: 8,138 shares; 2026Q2: 6,329 shares 6,329 $471K 0.37% -1,809 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,117 shares; 2024Q4: 2,125 shares; 2025Q1: 1,943 shares; 2025Q2: 2,050 shares; 2025Q3: 1,949 shares; 2025Q4: 1,983 shares; 2026Q1: 1,939 shares; 2026Q2: 1,766 shares 1,766 $466K 0.37% -173 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: 1,356 shares; 2024Q4: 1,356 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,342 shares; 2025Q4: 1,342 shares; 2026Q1: 1,342 shares; 2026Q2: 1,342 shares 1,342 $454K 0.36% 0 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: 1,585 shares; 2024Q4: 1,605 shares; 2025Q1: 1,610 shares; 2025Q2: 1,450 shares; 2025Q3: 1,454 shares; 2025Q4: 1,264 shares; 2026Q1: 1,168 shares; 2026Q2: 1,219 shares 1,219 $449K 0.35% +51 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 865 shares; 2026Q1: 865 shares; 2026Q2: 5,190 shares 5,190 $447K 0.35% +4,325 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: 7,328 shares; 2024Q4: 7,328 shares; 2025Q1: 6,712 shares; 2025Q2: 6,566 shares; 2025Q3: 4,813 shares; 2025Q4: 4,869 shares; 2026Q1: 4,748 shares; 2026Q2: 3,959 shares 3,959 $442K 0.35% -789 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,253 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares; 2026Q2: 1,567 shares 1,567 $426K 0.33% -50 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,662 shares; 2024Q4: 12,975 shares; 2025Q1: 13,124 shares; 2025Q2: 12,828 shares; 2025Q3: 13,057 shares; 2025Q4: 15,663 shares; 2026Q1: 15,451 shares; 2026Q2: 14,986 shares 14,986 $422K 0.33% -465 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,334 shares; 2024Q4: 6,134 shares; 2025Q1: 6,051 shares; 2025Q2: 5,748 shares; 2025Q3: 5,915 shares; 2025Q4: 6,531 shares; 2026Q1: 9,503 shares; 2026Q2: 9,718 shares 9,718 $420K 0.33% +215 Timeline INDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,897 shares; 2024Q4: 6,974 shares; 2025Q1: 6,593 shares; 2025Q2: 6,593 shares; 2025Q3: 6,187 shares; 2025Q4: 6,646 shares; 2026Q1: 7,986 shares; 2026Q2: 8,448 shares 8,448 $417K 0.33% +462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,304 shares 1,304 $411K 0.32% new Timeline VOE 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: 2,365 shares; 2024Q4: 1,975 shares; 2025Q1: 1,861 shares; 2025Q2: 1,844 shares; 2025Q3: 2,196 shares; 2025Q4: 2,134 shares; 2026Q1: 2,163 shares; 2026Q2: 2,071 shares 2,071 $409K 0.32% -92 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & 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: 7,757 shares 7,757 $391K 0.31% new 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: 5,457 shares; 2024Q4: 5,457 shares; 2025Q1: 5,157 shares; 2025Q2: 5,157 shares; 2025Q3: 5,120 shares; 2025Q4: 5,121 shares; 2026Q1: 4,675 shares; 2026Q2: 4,677 shares 4,677 $386K 0.3% +2 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: 3,046 shares; 2024Q4: 3,051 shares; 2025Q1: 2,857 shares; 2025Q2: 2,699 shares; 2025Q3: 2,721 shares; 2025Q4: 2,742 shares; 2026Q1: 2,353 shares; 2026Q2: 2,331 shares 2,331 $386K 0.3% -22 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,246 shares; 2024Q4: 4,253 shares; 2025Q1: 4,253 shares; 2025Q2: 4,253 shares; 2025Q3: 3,991 shares; 2025Q4: 4,175 shares; 2026Q1: 2,747 shares; 2026Q2: 2,747 shares 2,747 $376K 0.29% 0 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: 4,263 shares; 2024Q4: 12,794 shares; 2025Q1: 12,802 shares; 2025Q2: 12,809 shares; 2025Q3: 12,815 shares; 2025Q4: 12,823 shares; 2026Q1: 12,734 shares; 2026Q2: 12,640 shares 12,640 $372K 0.29% -94 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: 1,356 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,712 shares; 2026Q2: 1,687 shares 1,687 $368K 0.29% -25 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 991 shares; 2025Q4: 1,141 shares; 2026Q1: 1,032 shares; 2026Q2: 878 shares 878 $365K 0.29% -154 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: not reported; 2024Q4: 1,004 shares; 2025Q1: 1,043 shares; 2025Q2: 1,044 shares; 2025Q3: 1,241 shares; 2025Q4: 1,211 shares; 2026Q1: 1,111 shares; 2026Q2: 982 shares 982 $356K 0.28% -129 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT 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: 4,000 shares 4,000 $348K 0.27% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 926 shares 926 $343K 0.27% -25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,272 shares; 2025Q4: 3,172 shares; 2026Q1: 3,172 shares; 2026Q2: 3,172 shares 3,172 $341K 0.27% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,650 shares; 2025Q4: 2,049 shares; 2026Q1: 2,101 shares; 2026Q2: 1,817 shares 1,817 $336K 0.26% -284 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: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,741 shares; 2025Q2: 1,741 shares; 2025Q3: 1,741 shares; 2025Q4: 1,741 shares; 2026Q1: 1,241 shares; 2026Q2: 1,241 shares 1,241 $335K 0.26% 0 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: not reported; 2024Q4: 1,300 shares; 2025Q1: 1,300 shares; 2025Q2: 2,254 shares; 2025Q3: 1,891 shares; 2025Q4: 1,932 shares; 2026Q1: 1,986 shares; 2026Q2: 2,054 shares 2,054 $311K 0.24% +68 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,177 shares; 2026Q1: 6,710 shares; 2026Q2: 3,789 shares 3,789 $309K 0.24% -2,921 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO 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: 3,596 shares; 2025Q4: 4,986 shares; 2026Q1: 4,859 shares; 2026Q2: 4,494 shares 4,494 $306K 0.24% -365 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,431 shares; 2024Q4: 8,458 shares; 2025Q1: 5,990 shares; 2025Q2: 5,990 shares; 2025Q3: 7,601 shares; 2025Q4: 8,698 shares; 2026Q1: 7,511 shares; 2026Q2: 7,884 shares 7,884 $305K 0.24% +373 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: 1,957 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares; 2026Q1: 2,002 shares; 2026Q2: 1,905 shares 1,905 $299K 0.23% -97 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 2,240 shares 2,240 $298K 0.23% new Timeline RMD RESMED INC More: the full row for RESMED 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: 1,520 shares 1,520 $296K 0.23% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,217 shares; 2026Q2: 1,217 shares 1,217 $290K 0.23% 0 Timeline RDWR RADWARE LTD More: the full row for RADWARE 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: 8,808 shares 8,808 $272K 0.21% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,312 shares; 2024Q4: 1,312 shares; 2025Q1: 1,434 shares; 2025Q2: 1,434 shares; 2025Q3: 1,434 shares; 2025Q4: 1,435 shares; 2026Q1: 1,435 shares; 2026Q2: 1,383 shares 1,383 $271K 0.21% -52 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,313 shares; 2024Q4: 6,313 shares; 2025Q1: 6,313 shares; 2025Q2: 6,313 shares; 2025Q3: 6,313 shares; 2025Q4: 6,313 shares; 2026Q1: 6,313 shares; 2026Q2: 6,313 shares 6,313 $270K 0.21% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,810 shares; 2024Q4: 1,810 shares; 2025Q1: 1,841 shares; 2025Q2: 1,949 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: not reported; 2026Q2: 1,528 shares 1,528 $265K 0.21% new Timeline MEOH METHANEX CORP More: the full row for METHANEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,484 shares; 2024Q4: 7,070 shares; 2025Q1: 8,820 shares; 2025Q2: 8,346 shares; 2025Q3: 8,530 shares; 2025Q4: 6,395 shares; 2026Q1: 6,138 shares; 2026Q2: 5,481 shares 5,481 $253K 0.2% -657 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: 4,718 shares; 2024Q4: 4,653 shares; 2025Q1: 4,368 shares; 2025Q2: 4,368 shares; 2025Q3: 4,249 shares; 2025Q4: 4,249 shares; 2026Q1: 3,612 shares; 2026Q2: 3,156 shares 3,156 $245K 0.19% -456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 680 shares 680 $240K 0.19% -521 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,158 shares; 2024Q4: not reported; 2025Q1: 7,847 shares; 2025Q2: 7,729 shares; 2025Q3: 7,821 shares; 2025Q4: 7,110 shares; 2026Q1: 6,142 shares; 2026Q2: 7,173 shares 7,173 $233K 0.18% +1,031 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,192 shares; 2026Q1: 2,192 shares; 2026Q2: 1,812 shares 1,812 $233K 0.18% -380 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,470 shares; 2026Q2: 1,470 shares 1,470 $232K 0.18% 0 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: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 1,577 shares; 2026Q1: 1,577 shares; 2026Q2: 1,577 shares 1,577 $231K 0.18% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,036 shares; 2026Q1: not reported; 2026Q2: 948 shares 948 $224K 0.18% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,109 shares; 2024Q4: not reported; 2025Q1: 7,937 shares; 2025Q2: 7,937 shares; 2025Q3: 6,462 shares; 2025Q4: 6,462 shares; 2026Q1: 6,462 shares; 2026Q2: 6,462 shares 6,462 $223K 0.17% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 1,710 shares 1,710 $215K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 838 shares 838 $211K 0.17% new Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R 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: 5,542 shares 5,542 $211K 0.17% new 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: 1,390 shares; 2024Q4: 1,240 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 901 shares 901 $210K 0.16% 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: 920 shares 920 $206K 0.16% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,586 shares; 2024Q4: 108,811 shares; 2025Q1: 103,916 shares; 2025Q2: 92,086 shares; 2025Q3: 58,623 shares; 2025Q4: 46,306 shares; 2026Q1: 43,747 shares; 2026Q2: 34,741 shares 34,741 $204K 0.16% -9,006 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,840 shares; 2024Q4: 11,501 shares; 2025Q1: 27,937 shares; 2025Q2: 23,467 shares; 2025Q3: 23,018 shares; 2025Q4: 23,490 shares; 2026Q1: 13,639 shares; 2026Q2: 13,639 shares 13,639 $180K 0.14% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 13,615 shares; 2026Q2: 11,051 shares 11,051 $71.5K 0.06% -2,564 Timeline UAVS AGEAGLE AERIAL SYS INC NEW More: the full row for AGEAGLE AERIAL SYS 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: 16,300 shares; 2026Q2: 16,300 shares 16,300 $14.5K 0.01% 0 Timeline