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; 2024Q4: 26,159 shares; 2025Q1: 214,669 shares; 2025Q2: 250,772 shares; 2025Q3: 262,574 shares; 2025Q4: 284,541 shares; 2026Q1: 325,657 shares; 2026Q2: 2,069,696 shares; 2026Q3: 2,245,503 shares 2,245,503 $202M 12.47% +175,807 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; 2024Q4: 70,518 shares; 2025Q1: 619,193 shares; 2025Q2: 685,866 shares; 2025Q3: 754,754 shares; 2025Q4: 813,302 shares; 2026Q1: 852,879 shares; 2026Q2: 896,315 shares; 2026Q3: 922,916 shares 922,916 $199M 12.29% +26,601 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,946 shares; 2025Q1: 20,283 shares; 2025Q2: 22,659 shares; 2025Q3: 24,192 shares; 2025Q4: 26,609 shares; 2026Q1: 44,070 shares; 2026Q2: 216,074 shares; 2026Q3: 234,303 shares 234,303 $68.4M 4.22% +18,229 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; 2024Q4: 23,653 shares; 2025Q1: 28,157 shares; 2025Q2: 32,246 shares; 2025Q3: 35,694 shares; 2025Q4: 39,572 shares; 2026Q1: 63,399 shares; 2026Q2: 319,994 shares; 2026Q3: 342,034 shares 342,034 $66.9M 4.12% +22,040 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; 2024Q4: 25,917 shares; 2025Q1: 29,689 shares; 2025Q2: 33,721 shares; 2025Q3: 36,345 shares; 2025Q4: 38,208 shares; 2026Q1: 56,396 shares; 2026Q2: 255,385 shares; 2026Q3: 275,370 shares 275,370 $63.6M 3.92% +19,985 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; 2024Q4: 130,551 shares; 2025Q1: 213,645 shares; 2025Q2: 207,589 shares; 2025Q3: 202,804 shares; 2025Q4: 184,403 shares; 2026Q1: 179,893 shares; 2026Q2: 174,721 shares; 2026Q3: 167,850 shares 167,850 $62.8M 3.87% -6,871 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; 2024Q4: 4,776 shares; 2025Q1: not reported; 2025Q2: 2,367 shares; 2025Q3: 4,435 shares; 2025Q4: 4,325 shares; 2026Q1: 44,940 shares; 2026Q2: 538,759 shares; 2026Q3: 567,965 shares 567,965 $60.8M 3.74% +29,206 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 154,660 shares; 2025Q2: 400,996 shares; 2025Q3: 625,322 shares; 2025Q4: 848,859 shares; 2026Q1: 1,031,892 shares; 2026Q2: 1,206,275 shares; 2026Q3: 1,404,497 shares 1,404,497 $58.2M 3.58% +198,222 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 198,538 shares; 2025Q1: 204,845 shares; 2025Q2: 208,869 shares; 2025Q3: 218,154 shares; 2025Q4: 228,421 shares; 2026Q1: 250,857 shares; 2026Q2: 240,854 shares; 2026Q3: 250,133 shares 250,133 $57.1M 3.52% +9,279 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 108,728 shares; 2025Q1: 122,987 shares; 2025Q2: 114,566 shares; 2025Q3: 114,970 shares; 2025Q4: 124,008 shares; 2026Q1: 141,157 shares; 2026Q2: 197,086 shares; 2026Q3: 164,127 shares 164,127 $54.7M 3.37% -32,959 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 48,169 shares; 2025Q1: 48,952 shares; 2025Q2: 53,410 shares; 2025Q3: 56,151 shares; 2025Q4: 57,545 shares; 2026Q1: 62,502 shares; 2026Q2: 57,855 shares; 2026Q3: 62,525 shares 62,525 $32.1M 1.98% +4,670 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; 2024Q4: not reported; 2025Q1: 87,802 shares; 2025Q2: 236,199 shares; 2025Q3: 362,226 shares; 2025Q4: 488,575 shares; 2026Q1: 590,888 shares; 2026Q2: 656,464 shares; 2026Q3: 757,265 shares 757,265 $29.8M 1.83% +100,801 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 24,457 shares; 2025Q1: 481,577 shares; 2025Q2: 418,808 shares; 2025Q3: 407,710 shares; 2025Q4: 381,643 shares; 2026Q1: 368,287 shares; 2026Q2: 381,781 shares; 2026Q3: 368,484 shares 368,484 $26.8M 1.65% -13,297 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; 2024Q4: 53,057 shares; 2025Q1: 56,870 shares; 2025Q2: 57,576 shares; 2025Q3: 61,122 shares; 2025Q4: 68,540 shares; 2026Q1: 75,085 shares; 2026Q2: 73,488 shares; 2026Q3: 76,804 shares 76,804 $19.1M 1.18% +3,316 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 32,729 shares; 2025Q1: 34,005 shares; 2025Q2: 34,168 shares; 2025Q3: 36,688 shares; 2025Q4: 42,230 shares; 2026Q1: 47,863 shares; 2026Q2: 46,971 shares; 2026Q3: 48,279 shares 48,279 $16.6M 1.02% +1,308 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; 2024Q4: 17,000 shares; 2025Q1: 17,586 shares; 2025Q2: 17,862 shares; 2025Q3: 18,776 shares; 2025Q4: 18,974 shares; 2026Q1: 19,484 shares; 2026Q2: 19,171 shares; 2026Q3: 20,178 shares 20,178 $14.6M 0.9% +1,007 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,130 shares; 2025Q1: 31,881 shares; 2025Q2: 31,910 shares; 2025Q3: 35,162 shares; 2025Q4: 37,774 shares; 2026Q1: 42,154 shares; 2026Q2: 41,600 shares; 2026Q3: 42,263 shares 42,263 $14.4M 0.89% +663 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 25,524 shares; 2025Q1: 26,625 shares; 2025Q2: 29,394 shares; 2025Q3: 31,037 shares; 2025Q4: 33,465 shares; 2026Q1: 39,505 shares; 2026Q2: 35,919 shares; 2026Q3: 36,185 shares 36,185 $12.7M 0.78% +266 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; 2024Q4: 5,356 shares; 2025Q1: 6,682 shares; 2025Q2: 6,022 shares; 2025Q3: 7,641 shares; 2025Q4: 9,635 shares; 2026Q1: 11,967 shares; 2026Q2: 11,201 shares; 2026Q3: 11,506 shares 11,506 $12.3M 0.76% +305 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; 2024Q4: 468,177 shares; 2025Q1: 445,634 shares; 2025Q2: 440,034 shares; 2025Q3: 442,681 shares; 2025Q4: 366,612 shares; 2026Q1: 358,136 shares; 2026Q2: 344,737 shares; 2026Q3: 337,943 shares 337,943 $12.1M 0.75% -6,794 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; 2024Q4: 98,230 shares; 2025Q1: 301,061 shares; 2025Q2: 275,348 shares; 2025Q3: 253,493 shares; 2025Q4: 231,501 shares; 2026Q1: 218,728 shares; 2026Q2: 210,158 shares; 2026Q3: 201,314 shares 201,314 $11.9M 0.74% -8,844 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; 2024Q4: 10,647 shares; 2025Q1: 12,754 shares; 2025Q2: 14,050 shares; 2025Q3: 14,666 shares; 2025Q4: 15,371 shares; 2026Q1: 17,256 shares; 2026Q2: 18,209 shares; 2026Q3: 19,130 shares 19,130 $11.7M 0.72% +921 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 458,028 shares; 2025Q1: 456,823 shares; 2025Q2: 464,093 shares; 2025Q3: 451,757 shares; 2025Q4: 425,763 shares; 2026Q1: 421,975 shares; 2026Q2: 400,094 shares; 2026Q3: 398,459 shares 398,459 $11.7M 0.72% -1,635 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; 2024Q4: 4,008 shares; 2025Q1: 5,163 shares; 2025Q2: 6,757 shares; 2025Q3: 7,901 shares; 2025Q4: 8,813 shares; 2026Q1: 10,025 shares; 2026Q2: 13,099 shares; 2026Q3: 15,158 shares 15,158 $10.6M 0.65% +2,059 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; 2024Q4: 4,975 shares; 2025Q1: 5,767 shares; 2025Q2: 6,516 shares; 2025Q3: 6,442 shares; 2025Q4: 7,574 shares; 2026Q1: 8,049 shares; 2026Q2: 7,990 shares; 2026Q3: 8,273 shares 8,273 $9.57M 0.59% +283 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; 2024Q4: 25,553 shares; 2025Q1: 26,167 shares; 2025Q2: 27,501 shares; 2025Q3: 28,689 shares; 2025Q4: 22,843 shares; 2026Q1: 26,974 shares; 2026Q2: 27,883 shares; 2026Q3: 28,544 shares 28,544 $9.44M 0.58% +661 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; 2024Q4: 10,619 shares; 2025Q1: 11,281 shares; 2025Q2: 14,576 shares; 2025Q3: 14,815 shares; 2025Q4: 15,318 shares; 2026Q1: 16,902 shares; 2026Q2: 16,672 shares; 2026Q3: 16,826 shares 16,826 $8.38M 0.52% +154 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,796 shares; 2025Q1: 15,647 shares; 2025Q2: 17,582 shares; 2025Q3: 19,221 shares; 2025Q4: 19,763 shares; 2026Q1: 21,248 shares; 2026Q2: 22,132 shares; 2026Q3: 21,765 shares 21,765 $7.72M 0.48% -367 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; 2024Q4: 14,569 shares; 2025Q1: 16,988 shares; 2025Q2: 19,633 shares; 2025Q3: 20,882 shares; 2025Q4: 23,046 shares; 2026Q1: 24,933 shares; 2026Q2: 22,179 shares; 2026Q3: 20,780 shares 20,780 $7.02M 0.43% -1,399 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,280 shares; 2025Q1: 18,377 shares; 2025Q2: 19,053 shares; 2025Q3: 20,011 shares; 2025Q4: 20,650 shares; 2026Q1: 26,406 shares; 2026Q2: 25,328 shares; 2026Q3: 25,782 shares 25,782 $6.74M 0.42% +454 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 41,417 shares 41,417 $6.74M 0.42% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 38,526 shares; 2025Q1: 44,491 shares; 2025Q2: 49,357 shares; 2025Q3: 52,768 shares; 2025Q4: 60,166 shares; 2026Q1: 65,368 shares; 2026Q2: 72,654 shares; 2026Q3: 60,226 shares 60,226 $5.4M 0.33% -12,428 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; 2024Q4: 5,942 shares; 2025Q1: 6,401 shares; 2025Q2: 8,126 shares; 2025Q3: 8,259 shares; 2025Q4: 9,720 shares; 2026Q1: 10,931 shares; 2026Q2: 10,084 shares; 2026Q3: 10,069 shares 10,069 $5.15M 0.32% -15 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; 2024Q4: 23,741 shares; 2025Q1: 24,390 shares; 2025Q2: 24,283 shares; 2025Q3: 25,158 shares; 2025Q4: 25,435 shares; 2026Q1: 28,328 shares; 2026Q2: 23,358 shares; 2026Q3: 27,466 shares 27,466 $5.14M 0.32% +4,108 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; 2024Q4: 8,689 shares; 2025Q1: 7,773 shares; 2025Q2: 7,124 shares; 2025Q3: 9,291 shares; 2025Q4: 12,568 shares; 2026Q1: 12,488 shares; 2026Q2: 11,129 shares; 2026Q3: 11,089 shares 11,089 $5.04M 0.31% -40 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,063 shares; 2025Q1: 10,691 shares; 2025Q2: 12,401 shares; 2025Q3: 13,624 shares; 2025Q4: 14,989 shares; 2026Q1: 19,590 shares; 2026Q2: 18,334 shares; 2026Q3: 18,959 shares 18,959 $5.02M 0.31% +625 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,069 shares; 2025Q1: 11,239 shares; 2025Q2: 12,193 shares; 2025Q3: 12,052 shares; 2025Q4: 13,275 shares; 2026Q1: 15,121 shares; 2026Q2: 13,148 shares; 2026Q3: 13,842 shares 13,842 $4.97M 0.31% +694 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 24,735 shares; 2025Q2: 26,557 shares; 2025Q3: 26,634 shares; 2025Q4: 30,065 shares; 2026Q1: 39,729 shares; 2026Q2: 38,872 shares; 2026Q3: 40,106 shares 40,106 $4.82M 0.3% +1,234 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; 2024Q4: 3,710 shares; 2025Q1: 3,779 shares; 2025Q2: 4,756 shares; 2025Q3: 4,964 shares; 2025Q4: 5,305 shares; 2026Q1: 5,659 shares; 2026Q2: 5,097 shares; 2026Q3: 5,055 shares 5,055 $4.81M 0.3% -42 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,177 shares; 2025Q1: 5,427 shares; 2025Q2: 5,665 shares; 2025Q3: 5,947 shares; 2025Q4: 5,957 shares; 2026Q1: 6,811 shares; 2026Q2: 6,100 shares; 2026Q3: 6,088 shares 6,088 $4.66M 0.29% -12 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; 2024Q4: 30,461 shares; 2025Q1: 30,281 shares; 2025Q2: 32,836 shares; 2025Q3: 31,269 shares; 2025Q4: 24,666 shares; 2026Q1: 33,111 shares; 2026Q2: 31,401 shares; 2026Q3: 30,585 shares 30,585 $4.44M 0.27% -816 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,012 shares; 2025Q1: 3,976 shares; 2025Q2: 3,363 shares; 2025Q3: 3,984 shares; 2025Q4: 4,555 shares; 2026Q1: 5,310 shares; 2026Q2: 5,258 shares; 2026Q3: 5,383 shares 5,383 $4.36M 0.27% +125 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,574 shares; 2025Q1: 32,429 shares; 2025Q2: 36,276 shares; 2025Q3: 38,002 shares; 2025Q4: 42,104 shares; 2026Q1: 47,723 shares; 2026Q2: 45,089 shares; 2026Q3: 40,776 shares 40,776 $4.24M 0.26% -4,313 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; 2024Q4: 22,884 shares; 2025Q1: 24,657 shares; 2025Q2: 27,481 shares; 2025Q3: 29,114 shares; 2025Q4: 35,855 shares; 2026Q1: 37,281 shares; 2026Q2: 38,518 shares; 2026Q3: 38,735 shares 38,735 $4.17M 0.26% +217 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,991 shares; 2025Q4: 2,058 shares; 2026Q1: 2,394 shares; 2026Q2: 2,377 shares; 2026Q3: 2,317 shares 2,317 $4.03M 0.25% -60 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; 2024Q4: 152,339 shares; 2025Q1: 153,795 shares; 2025Q2: 166,535 shares; 2025Q3: 162,660 shares; 2025Q4: 129,225 shares; 2026Q1: 127,518 shares; 2026Q2: 123,969 shares; 2026Q3: 118,084 shares 118,084 $3.93M 0.24% -5,885 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,377 shares; 2025Q1: 10,044 shares; 2025Q2: 11,981 shares; 2025Q3: 12,420 shares; 2025Q4: 12,557 shares; 2026Q1: 14,330 shares; 2026Q2: 12,771 shares; 2026Q3: 12,505 shares 12,505 $3.91M 0.24% -266 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; 2024Q4: 3,499 shares; 2025Q1: 4,216 shares; 2025Q2: 4,727 shares; 2025Q3: 4,641 shares; 2025Q4: 5,088 shares; 2026Q1: 5,131 shares; 2026Q2: 4,697 shares; 2026Q3: 4,232 shares 4,232 $3.85M 0.24% -465 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; 2024Q4: not reported; 2025Q1: 8,741 shares; 2025Q2: 6,662 shares; 2025Q3: 8,990 shares; 2025Q4: 11,026 shares; 2026Q1: 11,457 shares; 2026Q2: 11,528 shares; 2026Q3: 11,633 shares 11,633 $3.82M 0.24% +105 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; 2024Q4: 2,471 shares; 2025Q1: 2,110 shares; 2025Q2: 3,167 shares; 2025Q3: 3,136 shares; 2025Q4: 3,343 shares; 2026Q1: 3,531 shares; 2026Q2: 3,185 shares; 2026Q3: 13,515 shares 13,515 $3.58M 0.22% +10,330 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; 2024Q4: 19,925 shares; 2025Q1: 23,807 shares; 2025Q2: 25,395 shares; 2025Q3: 25,242 shares; 2025Q4: 31,268 shares; 2026Q1: 36,778 shares; 2026Q2: 37,830 shares; 2026Q3: 41,283 shares 41,283 $3.55M 0.22% +3,453 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,651 shares; 2025Q1: 5,518 shares; 2025Q2: 5,764 shares; 2025Q3: 5,980 shares; 2025Q4: 5,981 shares; 2026Q1: 6,885 shares; 2026Q2: 5,996 shares; 2026Q3: 6,381 shares 6,381 $3.52M 0.22% +385 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; 2024Q4: 6,951 shares; 2025Q1: 7,358 shares; 2025Q2: 7,356 shares; 2025Q3: 7,293 shares; 2025Q4: 8,157 shares; 2026Q1: 9,361 shares; 2026Q2: 8,553 shares; 2026Q3: 8,739 shares 8,739 $3.47M 0.21% +186 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; 2024Q4: 4,265 shares; 2025Q1: 4,167 shares; 2025Q2: 4,600 shares; 2025Q3: 4,998 shares; 2025Q4: 5,500 shares; 2026Q1: 5,794 shares; 2026Q2: 5,109 shares; 2026Q3: 5,187 shares 5,187 $3.33M 0.21% +78 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 127,591 shares; 2025Q1: 127,039 shares; 2025Q2: 127,483 shares; 2025Q3: 126,651 shares; 2025Q4: 107,357 shares; 2026Q1: 108,460 shares; 2026Q2: 98,643 shares; 2026Q3: 97,785 shares 97,785 $3.33M 0.2% -858 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; 2024Q4: 2,337 shares; 2025Q1: 2,472 shares; 2025Q2: 2,650 shares; 2025Q3: 2,840 shares; 2025Q4: 2,974 shares; 2026Q1: 3,733 shares; 2026Q2: 3,570 shares; 2026Q3: 3,660 shares 3,660 $3.3M 0.2% +90 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; 2024Q4: 11,469 shares; 2025Q1: 12,237 shares; 2025Q2: 13,489 shares; 2025Q3: 13,901 shares; 2025Q4: 14,111 shares; 2026Q1: 14,800 shares; 2026Q2: 15,494 shares; 2026Q3: 15,726 shares 15,726 $3M 0.18% +232 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; 2024Q4: 128,601 shares; 2025Q1: 122,486 shares; 2025Q2: 118,406 shares; 2025Q3: 106,013 shares; 2025Q4: 97,982 shares; 2026Q1: 91,516 shares; 2026Q2: 91,241 shares; 2026Q3: 92,020 shares 92,020 $2.99M 0.18% +779 Timeline SLS SELLAS LIFE SCIENCES GROUP I More: the full row for SELLAS LIFE SCIENCES GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 331,150 shares; 2025Q4: 466,216 shares; 2026Q1: 364,397 shares; 2026Q2: 288,018 shares; 2026Q3: 240,213 shares 240,213 $2.96M 0.18% -47,805 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; 2024Q4: 10,586 shares; 2025Q1: 13,810 shares; 2025Q2: 11,865 shares; 2025Q3: 12,186 shares; 2025Q4: 15,151 shares; 2026Q1: 19,974 shares; 2026Q2: 19,484 shares; 2026Q3: 20,241 shares 20,241 $2.94M 0.18% +757 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; 2024Q4: 55,428 shares; 2025Q1: 64,612 shares; 2025Q2: 46,044 shares; 2025Q3: 40,979 shares; 2025Q4: 41,048 shares; 2026Q1: 42,826 shares; 2026Q2: 36,356 shares; 2026Q3: 34,462 shares 34,462 $2.93M 0.18% -1,894 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; 2024Q4: 3,958 shares; 2025Q1: not reported; 2025Q2: 5,777 shares; 2025Q3: 7,428 shares; 2025Q4: 8,980 shares; 2026Q1: 9,987 shares; 2026Q2: 10,087 shares; 2026Q3: 10,115 shares 10,115 $2.67M 0.16% +28 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,876 shares; 2025Q1: 10,859 shares; 2025Q2: 10,499 shares; 2025Q3: 11,697 shares; 2025Q4: 11,539 shares; 2026Q1: 13,249 shares; 2026Q2: 11,896 shares; 2026Q3: 12,726 shares 12,726 $2.6M 0.16% +830 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,886 shares; 2025Q1: 10,118 shares; 2025Q2: 11,017 shares; 2025Q3: 11,826 shares; 2025Q4: 12,502 shares; 2026Q1: 14,033 shares; 2026Q2: 13,351 shares; 2026Q3: 13,676 shares 13,676 $2.54M 0.16% +325 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; 2024Q4: 4,292 shares; 2025Q1: 4,535 shares; 2025Q2: 2,219 shares; 2025Q3: 3,904 shares; 2025Q4: 4,402 shares; 2026Q1: 5,347 shares; 2026Q2: 6,732 shares; 2026Q3: 6,869 shares 6,869 $2.52M 0.16% +137 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,069 shares; 2025Q1: 6,474 shares; 2025Q2: 7,339 shares; 2025Q3: 8,569 shares; 2025Q4: 8,938 shares; 2026Q1: 10,396 shares; 2026Q2: 10,138 shares; 2026Q3: 10,657 shares 10,657 $2.45M 0.15% +519 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; 2024Q4: 36,991 shares; 2025Q1: 38,717 shares; 2025Q2: 34,337 shares; 2025Q3: 37,707 shares; 2025Q4: 41,247 shares; 2026Q1: 43,918 shares; 2026Q2: 44,011 shares; 2026Q3: 44,763 shares 44,763 $2.44M 0.15% +752 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,935 shares; 2025Q1: 5,199 shares; 2025Q2: 5,635 shares; 2025Q3: 6,460 shares; 2025Q4: 6,428 shares; 2026Q1: 6,730 shares; 2026Q2: 6,822 shares; 2026Q3: 6,960 shares 6,960 $2.42M 0.15% +138 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; 2024Q4: 3,183 shares; 2025Q1: 4,116 shares; 2025Q2: 3,156 shares; 2025Q3: 3,871 shares; 2025Q4: 5,816 shares; 2026Q1: 5,693 shares; 2026Q2: 5,803 shares; 2026Q3: 6,092 shares 6,092 $2.42M 0.15% +289 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,261 shares; 2025Q1: 3,437 shares; 2025Q2: 3,724 shares; 2025Q3: 3,788 shares; 2025Q4: 39,228 shares; 2026Q1: 44,902 shares; 2026Q2: 36,467 shares; 2026Q3: 34,622 shares 34,622 $2.41M 0.15% -1,845 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; 2024Q4: 1,493 shares; 2025Q1: 1,437 shares; 2025Q2: 1,414 shares; 2025Q3: 1,559 shares; 2025Q4: 1,768 shares; 2026Q1: 3,003 shares; 2026Q2: 2,809 shares; 2026Q3: 3,247 shares 3,247 $2.4M 0.15% +438 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; 2024Q4: 4,402 shares; 2025Q1: 5,179 shares; 2025Q2: 4,905 shares; 2025Q3: 5,679 shares; 2025Q4: 5,414 shares; 2026Q1: 5,762 shares; 2026Q2: 5,842 shares; 2026Q3: 5,821 shares 5,821 $2.3M 0.14% -21 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; 2024Q4: 24,643 shares; 2025Q1: 28,872 shares; 2025Q2: 30,953 shares; 2025Q3: 30,387 shares; 2025Q4: 31,844 shares; 2026Q1: 30,618 shares; 2026Q2: 31,199 shares; 2026Q3: 31,786 shares 31,786 $2.24M 0.14% +587 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,955 shares; 2025Q1: 3,750 shares; 2025Q2: 3,959 shares; 2025Q3: 4,076 shares; 2025Q4: 4,317 shares; 2026Q1: 5,309 shares; 2026Q2: 5,085 shares; 2026Q3: 5,299 shares 5,299 $2.23M 0.14% +214 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,374 shares; 2025Q1: 6,499 shares; 2025Q2: 8,435 shares; 2025Q3: 9,182 shares; 2025Q4: 9,894 shares; 2026Q1: 12,313 shares; 2026Q2: 11,479 shares; 2026Q3: 11,702 shares 11,702 $2.2M 0.14% +223 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; 2024Q4: 2,259 shares; 2025Q1: 4,024 shares; 2025Q2: 8,338 shares; 2025Q3: 8,797 shares; 2025Q4: 8,943 shares; 2026Q1: 10,768 shares; 2026Q2: 10,374 shares; 2026Q3: 10,746 shares 10,746 $2.19M 0.13% +372 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; 2024Q4: 52,868 shares; 2025Q1: 94,067 shares; 2025Q2: 92,695 shares; 2025Q3: 74,757 shares; 2025Q4: 72,890 shares; 2026Q1: 74,146 shares; 2026Q2: 72,888 shares; 2026Q3: 71,711 shares 71,711 $2.15M 0.13% -1,177 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,744 shares; 2025Q1: 22,738 shares; 2025Q2: 21,182 shares; 2025Q3: 22,343 shares; 2025Q4: 22,399 shares; 2026Q1: 22,297 shares; 2026Q2: 22,101 shares; 2026Q3: 21,371 shares 21,371 $2.07M 0.13% -730 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; 2024Q4: 78,991 shares; 2025Q1: 79,440 shares; 2025Q2: 77,693 shares; 2025Q3: 77,625 shares; 2025Q4: 70,467 shares; 2026Q1: 71,303 shares; 2026Q2: 63,876 shares; 2026Q3: 62,982 shares 62,982 $2.06M 0.13% -894 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,305 shares; 2025Q3: 4,954 shares; 2025Q4: 8,264 shares; 2026Q1: 10,522 shares; 2026Q2: 8,581 shares; 2026Q3: 8,513 shares 8,513 $2.05M 0.13% -68 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 27,639 shares; 2025Q1: 28,449 shares; 2025Q2: 31,677 shares; 2025Q3: 39,041 shares; 2025Q4: 40,208 shares; 2026Q1: 47,652 shares; 2026Q2: 47,881 shares; 2026Q3: 49,737 shares 49,737 $2.04M 0.13% +1,856 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; 2024Q4: 1,865 shares; 2025Q1: 1,929 shares; 2025Q2: 2,226 shares; 2025Q3: 2,222 shares; 2025Q4: 2,197 shares; 2026Q1: 11,199 shares; 2026Q2: 2,521 shares; 2026Q3: 2,574 shares 2,574 $1.96M 0.12% +53 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; 2024Q4: 18,564 shares; 2025Q1: 19,490 shares; 2025Q2: 21,051 shares; 2025Q3: 22,065 shares; 2025Q4: 24,880 shares; 2026Q1: 25,202 shares; 2026Q2: 23,180 shares; 2026Q3: 23,996 shares 23,996 $1.92M 0.12% +816 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,775 shares; 2025Q1: 33,312 shares; 2025Q2: 29,832 shares; 2025Q3: 33,136 shares; 2025Q4: 35,175 shares; 2026Q1: 39,159 shares; 2026Q2: 39,812 shares; 2026Q3: 40,815 shares 40,815 $1.9M 0.12% +1,003 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; 2024Q4: 3,936 shares; 2025Q1: 3,848 shares; 2025Q2: 5,549 shares; 2025Q3: 5,653 shares; 2025Q4: 5,941 shares; 2026Q1: 5,914 shares; 2026Q2: 6,083 shares; 2026Q3: 5,718 shares 5,718 $1.89M 0.12% -365 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,249 shares; 2025Q1: 31,355 shares; 2025Q2: 30,801 shares; 2025Q3: 28,658 shares; 2025Q4: 26,985 shares; 2026Q1: 26,603 shares; 2026Q2: 25,891 shares; 2026Q3: 24,541 shares 24,541 $1.87M 0.12% -1,350 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,793 shares; 2025Q1: 13,067 shares; 2025Q2: 12,535 shares; 2025Q3: 13,469 shares; 2025Q4: 12,679 shares; 2026Q1: 15,337 shares; 2026Q2: 14,938 shares; 2026Q3: 13,453 shares 13,453 $1.85M 0.11% -1,485 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,255 shares; 2025Q1: 3,372 shares; 2025Q2: 3,852 shares; 2025Q3: 3,873 shares; 2025Q4: 4,169 shares; 2026Q1: 4,172 shares; 2026Q2: 3,776 shares; 2026Q3: 3,746 shares 3,746 $1.83M 0.11% -30 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares; 2026Q2: 3,195 shares; 2026Q3: 3,347 shares 3,347 $1.8M 0.11% +152 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,155 shares; 2025Q1: 6,915 shares; 2025Q2: 6,658 shares; 2025Q3: 7,366 shares; 2025Q4: 7,281 shares; 2026Q1: 7,524 shares; 2026Q2: 6,921 shares; 2026Q3: 6,643 shares 6,643 $1.77M 0.11% -278 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,206 shares; 2026Q1: 11,284 shares; 2026Q2: 30,836 shares; 2026Q3: 68,523 shares 68,523 $1.74M 0.11% +37,687 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; 2024Q4: 5,298 shares; 2025Q1: 5,132 shares; 2025Q2: 5,086 shares; 2025Q3: 5,333 shares; 2025Q4: 5,307 shares; 2026Q1: 5,241 shares; 2026Q2: 21,358 shares; 2026Q3: 22,159 shares 22,159 $1.74M 0.11% +801 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,302 shares; 2025Q1: 8,902 shares; 2025Q2: 7,543 shares; 2025Q3: 8,269 shares; 2025Q4: 8,533 shares; 2026Q1: 8,885 shares; 2026Q2: 8,523 shares; 2026Q3: 8,589 shares 8,589 $1.73M 0.11% +66 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,397 shares; 2025Q1: 1,501 shares; 2025Q2: 1,586 shares; 2025Q3: 1,929 shares; 2025Q4: 2,030 shares; 2026Q1: 2,244 shares; 2026Q2: 1,976 shares; 2026Q3: 2,028 shares 2,028 $1.73M 0.11% +52 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; 2024Q4: 3,735 shares; 2025Q1: 4,190 shares; 2025Q2: 3,527 shares; 2025Q3: 4,303 shares; 2025Q4: 4,153 shares; 2026Q1: 5,915 shares; 2026Q2: 5,873 shares; 2026Q3: 6,063 shares 6,063 $1.7M 0.1% +190 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,341 shares; 2025Q1: 8,814 shares; 2025Q2: 10,838 shares; 2025Q3: 13,716 shares; 2025Q4: 14,126 shares; 2026Q1: 14,914 shares; 2026Q2: 13,299 shares; 2026Q3: 14,576 shares 14,576 $1.68M 0.1% +1,277 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,907 shares; 2025Q1: 2,060 shares; 2025Q2: 2,321 shares; 2025Q3: 2,392 shares; 2025Q4: 2,289 shares; 2026Q1: 2,396 shares; 2026Q2: 2,381 shares; 2026Q3: 2,458 shares 2,458 $1.65M 0.1% +77 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; 2024Q4: 10,536 shares; 2025Q1: 11,442 shares; 2025Q2: 12,773 shares; 2025Q3: 13,138 shares; 2025Q4: 13,854 shares; 2026Q1: 16,556 shares; 2026Q2: 14,590 shares; 2026Q3: 12,310 shares 12,310 $1.63M 0.1% -2,280 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,215 shares; 2025Q1: 3,447 shares; 2025Q2: 3,332 shares; 2025Q3: 3,853 shares; 2025Q4: 4,514 shares; 2026Q1: 5,016 shares; 2026Q2: 5,159 shares; 2026Q3: 5,116 shares 5,116 $1.63M 0.1% -43 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; 2024Q4: 31,378 shares; 2025Q1: 35,262 shares; 2025Q2: 39,756 shares; 2025Q3: 47,704 shares; 2025Q4: 59,709 shares; 2026Q1: 58,981 shares; 2026Q2: 51,456 shares; 2026Q3: 51,863 shares 51,863 $1.61M 0.1% +407 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; 2024Q4: 4,778 shares; 2025Q1: 5,068 shares; 2025Q2: 5,155 shares; 2025Q3: 5,423 shares; 2025Q4: 6,018 shares; 2026Q1: 5,951 shares; 2026Q2: 5,559 shares; 2026Q3: 5,632 shares 5,632 $1.6M 0.1% +73 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; 2024Q4: not reported; 2025Q1: 13,406 shares; 2025Q2: 14,594 shares; 2025Q3: 18,626 shares; 2025Q4: 19,095 shares; 2026Q1: 21,260 shares; 2026Q2: 32,757 shares; 2026Q3: 34,498 shares 34,498 $1.59M 0.1% +1,741 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; 2024Q4: 1,103 shares; 2025Q1: 2,102 shares; 2025Q2: 793 shares; 2025Q3: 1,395 shares; 2025Q4: 1,844 shares; 2026Q1: 2,040 shares; 2026Q2: 1,924 shares; 2026Q3: 2,348 shares 2,348 $1.59M 0.1% +424 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,271 shares; 2025Q1: 31,648 shares; 2025Q2: 30,733 shares; 2025Q3: 22,525 shares; 2025Q4: 24,630 shares; 2026Q1: 25,906 shares; 2026Q2: 25,452 shares; 2026Q3: 22,500 shares 22,500 $1.58M 0.1% -2,952 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; 2024Q4: 6,109 shares; 2025Q1: 6,435 shares; 2025Q2: 7,195 shares; 2025Q3: 7,185 shares; 2025Q4: 7,877 shares; 2026Q1: 8,314 shares; 2026Q2: 7,582 shares; 2026Q3: 7,063 shares 7,063 $1.55M 0.1% -519 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; 2024Q4: 2,592 shares; 2025Q1: 4,042 shares; 2025Q2: 5,185 shares; 2025Q3: 7,350 shares; 2025Q4: 8,775 shares; 2026Q1: 11,239 shares; 2026Q2: 9,646 shares; 2026Q3: 10,418 shares 10,418 $1.55M 0.1% +772 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,214 shares; 2025Q1: 12,855 shares; 2025Q2: 9,948 shares; 2025Q3: 14,483 shares; 2025Q4: 17,329 shares; 2026Q1: 21,792 shares; 2026Q2: 23,279 shares; 2026Q3: 24,316 shares 24,316 $1.55M 0.1% +1,037 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; 2024Q4: 34,206 shares; 2025Q1: 36,096 shares; 2025Q2: 33,674 shares; 2025Q3: 32,159 shares; 2025Q4: 32,084 shares; 2026Q1: 31,789 shares; 2026Q2: 32,128 shares; 2026Q3: 32,542 shares 32,542 $1.54M 0.09% +414 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,285 shares; 2025Q1: 3,117 shares; 2025Q2: 3,359 shares; 2025Q3: 3,758 shares; 2025Q4: not reported; 2026Q1: 7,126 shares; 2026Q2: 9,615 shares; 2026Q3: 12,878 shares 12,878 $1.53M 0.09% +3,263 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; 2024Q4: 49,864 shares; 2025Q1: 53,936 shares; 2025Q2: 59,095 shares; 2025Q3: 62,507 shares; 2025Q4: 55,187 shares; 2026Q1: 70,266 shares; 2026Q2: 62,601 shares; 2026Q3: 61,782 shares 61,782 $1.51M 0.09% -819 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; 2024Q4: 4,393 shares; 2025Q1: 3,987 shares; 2025Q2: 4,254 shares; 2025Q3: 4,946 shares; 2025Q4: 6,552 shares; 2026Q1: 5,019 shares; 2026Q2: 5,208 shares; 2026Q3: 4,935 shares 4,935 $1.5M 0.09% -273 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; 2024Q4: 2,608 shares; 2025Q1: 2,749 shares; 2025Q2: 2,973 shares; 2025Q3: 3,036 shares; 2025Q4: 3,188 shares; 2026Q1: 3,743 shares; 2026Q2: 3,237 shares; 2026Q3: 3,280 shares 3,280 $1.48M 0.09% +43 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,776 shares; 2026Q3: 36,809 shares 36,809 $1.48M 0.09% +27,033 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 318 shares; 2025Q1: 349 shares; 2025Q2: 374 shares; 2025Q3: 387 shares; 2025Q4: 437 shares; 2026Q1: 417 shares; 2026Q2: 8,724 shares; 2026Q3: 9,014 shares 9,014 $1.47M 0.09% +290 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; 2024Q4: 1,721 shares; 2025Q1: 1,622 shares; 2025Q2: 1,526 shares; 2025Q3: 1,847 shares; 2025Q4: 2,236 shares; 2026Q1: 3,366 shares; 2026Q2: 3,740 shares; 2026Q3: 3,968 shares 3,968 $1.44M 0.09% +228 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,568 shares; 2025Q1: 30,568 shares; 2025Q2: 37,412 shares; 2025Q3: 37,593 shares; 2025Q4: 37,521 shares; 2026Q1: 39,379 shares; 2026Q2: 39,519 shares; 2026Q3: 39,341 shares 39,341 $1.44M 0.09% -178 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; 2024Q4: 14,605 shares; 2025Q1: 15,391 shares; 2025Q2: 17,340 shares; 2025Q3: 20,518 shares; 2025Q4: 31,022 shares; 2026Q1: 22,943 shares; 2026Q2: 20,774 shares; 2026Q3: 21,065 shares 21,065 $1.43M 0.09% +291 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,322 shares; 2025Q1: 11,957 shares; 2025Q2: 13,520 shares; 2025Q3: 13,722 shares; 2025Q4: 12,662 shares; 2026Q1: 13,877 shares; 2026Q2: 12,762 shares; 2026Q3: 14,451 shares 14,451 $1.43M 0.09% +1,689 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,623 shares; 2025Q1: 4,251 shares; 2025Q2: 3,395 shares; 2025Q3: 4,648 shares; 2025Q4: 4,989 shares; 2026Q1: 5,344 shares; 2026Q2: 5,413 shares; 2026Q3: 5,587 shares 5,587 $1.43M 0.09% +174 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; 2024Q4: 6,539 shares; 2025Q1: 8,041 shares; 2025Q2: 9,183 shares; 2025Q3: 11,687 shares; 2025Q4: 12,212 shares; 2026Q1: 14,085 shares; 2026Q2: 13,894 shares; 2026Q3: 14,503 shares 14,503 $1.42M 0.09% +609 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 15,771 shares 15,771 $1.39M 0.09% new 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; 2024Q4: 1,656 shares; 2025Q1: 2,209 shares; 2025Q2: 1,881 shares; 2025Q3: 2,088 shares; 2025Q4: 2,251 shares; 2026Q1: 2,455 shares; 2026Q2: 2,566 shares; 2026Q3: 2,646 shares 2,646 $1.38M 0.09% +80 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,880 shares; 2025Q1: 1,804 shares; 2025Q2: 1,865 shares; 2025Q3: 1,899 shares; 2025Q4: 10,031 shares; 2026Q1: 12,960 shares; 2026Q2: 9,504 shares; 2026Q3: 10,235 shares 10,235 $1.37M 0.08% +731 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111,751 shares; 2026Q1: 116,401 shares; 2026Q2: 111,409 shares; 2026Q3: 112,844 shares 112,844 $1.36M 0.08% +1,435 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; 2024Q4: 7,478 shares; 2025Q1: 8,434 shares; 2025Q2: 11,909 shares; 2025Q3: 12,245 shares; 2025Q4: 11,932 shares; 2026Q1: 12,526 shares; 2026Q2: 12,468 shares; 2026Q3: 11,861 shares 11,861 $1.35M 0.08% -607 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 197 shares; 2025Q1: 846 shares; 2025Q2: 1,006 shares; 2025Q3: 1,285 shares; 2025Q4: 1,231 shares; 2026Q1: 1,548 shares; 2026Q2: 1,227 shares; 2026Q3: 1,270 shares 1,270 $1.34M 0.08% +43 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,454 shares; 2025Q1: 8,773 shares; 2025Q2: 7,413 shares; 2025Q3: 7,625 shares; 2025Q4: 12,571 shares; 2026Q1: 7,954 shares; 2026Q2: 8,189 shares; 2026Q3: 8,380 shares 8,380 $1.34M 0.08% +191 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; 2024Q4: 7,565 shares; 2025Q1: 9,156 shares; 2025Q2: 9,062 shares; 2025Q3: 13,795 shares; 2025Q4: 17,777 shares; 2026Q1: 22,355 shares; 2026Q2: 21,040 shares; 2026Q3: 21,496 shares 21,496 $1.34M 0.08% +456 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; 2024Q4: 3,196 shares; 2025Q1: 3,271 shares; 2025Q2: 3,403 shares; 2025Q3: 3,049 shares; 2025Q4: 4,147 shares; 2026Q1: 4,214 shares; 2026Q2: 3,582 shares; 2026Q3: 3,298 shares 3,298 $1.34M 0.08% -284 Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,733 shares; 2025Q1: 16,288 shares; 2025Q2: 17,015 shares; 2025Q3: 17,814 shares; 2025Q4: 16,214 shares; 2026Q1: 17,344 shares; 2026Q2: 16,323 shares; 2026Q3: 24,851 shares 24,851 $1.34M 0.08% +8,528 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,093 shares 14,093 $1.33M 0.08% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,563 shares; 2025Q1: 9,770 shares; 2025Q2: 9,418 shares; 2025Q3: 10,059 shares; 2025Q4: 12,182 shares; 2026Q1: 13,557 shares; 2026Q2: 12,586 shares; 2026Q3: 10,422 shares 10,422 $1.32M 0.08% -2,164 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; 2024Q4: not reported; 2025Q1: 1,635 shares; 2025Q2: 1,873 shares; 2025Q3: 2,884 shares; 2025Q4: 2,876 shares; 2026Q1: 3,135 shares; 2026Q2: 3,145 shares; 2026Q3: 3,364 shares 3,364 $1.3M 0.08% +219 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; 2024Q4: 968 shares; 2025Q1: 700 shares; 2025Q2: 1,012 shares; 2025Q3: 1,065 shares; 2025Q4: 1,125 shares; 2026Q1: 1,325 shares; 2026Q2: 1,240 shares; 2026Q3: 1,349 shares 1,349 $1.29M 0.08% +109 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 28,844 shares; 2025Q1: 26,843 shares; 2025Q2: 21,705 shares; 2025Q3: 23,573 shares; 2025Q4: 21,649 shares; 2026Q1: 37,280 shares; 2026Q2: 41,689 shares; 2026Q3: 44,024 shares 44,024 $1.28M 0.08% +2,335 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,205 shares; 2025Q1: 3,006 shares; 2025Q2: 3,302 shares; 2025Q3: 3,892 shares; 2025Q4: 4,863 shares; 2026Q1: 5,571 shares; 2026Q2: 5,385 shares; 2026Q3: 5,477 shares 5,477 $1.28M 0.08% +92 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,751 shares; 2025Q1: 6,114 shares; 2025Q2: 5,429 shares; 2025Q3: 4,965 shares; 2025Q4: 5,051 shares; 2026Q1: 6,450 shares; 2026Q2: 4,379 shares; 2026Q3: 5,552 shares 5,552 $1.27M 0.08% +1,173 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,191 shares; 2025Q1: 4,475 shares; 2025Q2: 3,809 shares; 2025Q3: 3,971 shares; 2025Q4: 4,323 shares; 2026Q1: 4,700 shares; 2026Q2: 4,619 shares; 2026Q3: 4,806 shares 4,806 $1.27M 0.08% +187 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,827 shares; 2025Q1: 9,318 shares; 2025Q2: 9,450 shares; 2025Q3: 12,646 shares; 2025Q4: 13,831 shares; 2026Q1: 15,330 shares; 2026Q2: 14,536 shares; 2026Q3: 15,006 shares 15,006 $1.25M 0.08% +470 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; 2024Q4: 5,378 shares; 2025Q1: 5,485 shares; 2025Q2: 6,207 shares; 2025Q3: 6,496 shares; 2025Q4: 6,886 shares; 2026Q1: 5,615 shares; 2026Q2: 5,784 shares; 2026Q3: 4,393 shares 4,393 $1.25M 0.08% -1,391 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; 2024Q4: 1,638 shares; 2025Q1: 2,387 shares; 2025Q2: 2,261 shares; 2025Q3: 3,081 shares; 2025Q4: 3,132 shares; 2026Q1: 4,295 shares; 2026Q2: 4,257 shares; 2026Q3: 4,564 shares 4,564 $1.24M 0.08% +307 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,426 shares; 2025Q1: 5,165 shares; 2025Q2: 5,766 shares; 2025Q3: 6,068 shares; 2025Q4: 5,704 shares; 2026Q1: 7,246 shares; 2026Q2: 6,719 shares; 2026Q3: 6,922 shares 6,922 $1.24M 0.08% +203 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; 2024Q4: 1,853 shares; 2025Q1: 1,844 shares; 2025Q2: 6,050 shares; 2025Q3: 5,674 shares; 2025Q4: 5,690 shares; 2026Q1: 18,096 shares; 2026Q2: 5,226 shares; 2026Q3: 5,231 shares 5,231 $1.22M 0.08% +5 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,040 shares; 2025Q1: 15,332 shares; 2025Q2: 14,710 shares; 2025Q3: 15,629 shares; 2025Q4: 15,614 shares; 2026Q1: 15,547 shares; 2026Q2: 15,447 shares; 2026Q3: 14,948 shares 14,948 $1.21M 0.07% -499 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,406 shares; 2025Q1: 4,951 shares; 2025Q2: 6,156 shares; 2025Q3: 5,680 shares; 2025Q4: 6,705 shares; 2026Q1: 6,951 shares; 2026Q2: 5,633 shares; 2026Q3: 5,242 shares 5,242 $1.21M 0.07% -391 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 369 shares; 2025Q1: 419 shares; 2025Q2: 413 shares; 2025Q3: 430 shares; 2025Q4: 433 shares; 2026Q1: 533 shares; 2026Q2: 5,589 shares; 2026Q3: 6,173 shares 6,173 $1.2M 0.07% +584 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,558 shares; 2025Q1: 3,878 shares; 2025Q2: 3,942 shares; 2025Q3: 4,750 shares; 2025Q4: 5,343 shares; 2026Q1: 6,132 shares; 2026Q2: 5,990 shares; 2026Q3: 5,987 shares 5,987 $1.2M 0.07% -3 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,076 shares; 2025Q1: 3,311 shares; 2025Q2: 3,324 shares; 2025Q3: 3,673 shares; 2025Q4: 3,741 shares; 2026Q1: 3,727 shares; 2026Q2: 3,986 shares; 2026Q3: 3,983 shares 3,983 $1.2M 0.07% -3 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,868 shares; 2025Q1: 19,208 shares; 2025Q2: 20,060 shares; 2025Q3: 21,092 shares; 2025Q4: 22,827 shares; 2026Q1: 23,434 shares; 2026Q2: 21,807 shares; 2026Q3: 22,536 shares 22,536 $1.19M 0.07% +729 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,830 shares; 2025Q2: 10,830 shares; 2025Q3: 12,389 shares; 2025Q4: 12,328 shares; 2026Q1: 12,019 shares; 2026Q2: 12,424 shares; 2026Q3: 14,334 shares 14,334 $1.19M 0.07% +1,910 Timeline STXG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 31,737 shares; 2025Q1: 31,546 shares; 2025Q2: 36,572 shares; 2025Q3: 30,223 shares; 2025Q4: 27,762 shares; 2026Q1: 25,194 shares; 2026Q2: 24,605 shares; 2026Q3: 20,844 shares 20,844 $1.18M 0.07% -3,761 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; 2024Q4: 1,350 shares; 2025Q1: 1,468 shares; 2025Q2: 1,602 shares; 2025Q3: 1,788 shares; 2025Q4: 1,761 shares; 2026Q1: 1,922 shares; 2026Q2: 2,250 shares; 2026Q3: 2,311 shares 2,311 $1.18M 0.07% +61 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; 2024Q4: 2,430 shares; 2025Q1: 2,702 shares; 2025Q2: 4,194 shares; 2025Q3: 4,287 shares; 2025Q4: 5,358 shares; 2026Q1: 6,362 shares; 2026Q2: 5,365 shares; 2026Q3: 5,167 shares 5,167 $1.17M 0.07% -198 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,979 shares; 2025Q1: 5,259 shares; 2025Q2: 8,004 shares; 2025Q3: 8,186 shares; 2025Q4: 7,642 shares; 2026Q1: 9,276 shares; 2026Q2: 9,028 shares; 2026Q3: 9,329 shares 9,329 $1.17M 0.07% +301 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; 2024Q4: 12,541 shares; 2025Q1: 12,295 shares; 2025Q2: 13,157 shares; 2025Q3: 13,766 shares; 2025Q4: 14,514 shares; 2026Q1: 19,097 shares; 2026Q2: 16,849 shares; 2026Q3: 15,280 shares 15,280 $1.16M 0.07% -1,569 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,223 shares; 2025Q1: 30,024 shares; 2025Q2: 30,614 shares; 2025Q3: 31,451 shares; 2025Q4: 32,390 shares; 2026Q1: 33,124 shares; 2026Q2: 31,219 shares; 2026Q3: 29,271 shares 29,271 $1.14M 0.07% -1,948 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,073 shares; 2025Q1: 5,468 shares; 2025Q2: 6,606 shares; 2025Q3: 6,903 shares; 2025Q4: 6,199 shares; 2026Q1: 5,469 shares; 2026Q2: 5,648 shares; 2026Q3: 5,838 shares 5,838 $1.14M 0.07% +190 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,506 shares; 2025Q1: 3,673 shares; 2025Q2: 3,988 shares; 2025Q3: 4,311 shares; 2025Q4: 4,949 shares; 2026Q1: 4,950 shares; 2026Q2: 5,089 shares; 2026Q3: 5,231 shares 5,231 $1.12M 0.07% +142 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,854 shares; 2025Q1: 2,152 shares; 2025Q2: 2,210 shares; 2025Q3: 2,385 shares; 2025Q4: 1,738 shares; 2026Q1: 2,616 shares; 2026Q2: 2,494 shares; 2026Q3: 2,357 shares 2,357 $1.12M 0.07% -137 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; 2024Q4: 1,668 shares; 2025Q1: 1,041 shares; 2025Q2: 1,041 shares; 2025Q3: 1,047 shares; 2025Q4: 1,112 shares; 2026Q1: 1,112 shares; 2026Q2: 8,898 shares; 2026Q3: 8,901 shares 8,901 $1.12M 0.07% +3 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,778 shares; 2025Q1: 4,646 shares; 2025Q2: 3,724 shares; 2025Q3: 4,638 shares; 2025Q4: 5,463 shares; 2026Q1: 4,195 shares; 2026Q2: 5,759 shares; 2026Q3: 6,076 shares 6,076 $1.12M 0.07% +317 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,421 shares; 2025Q1: 7,421 shares; 2025Q2: 7,321 shares; 2025Q3: 7,185 shares; 2025Q4: 7,185 shares; 2026Q1: 7,315 shares; 2026Q2: 7,313 shares; 2026Q3: 7,312 shares 7,312 $1.08M 0.07% -1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,087 shares; 2025Q3: 5,052 shares; 2025Q4: 5,223 shares; 2026Q1: 6,017 shares; 2026Q2: 5,402 shares; 2026Q3: 5,609 shares 5,609 $1.08M 0.07% +207 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,155 shares; 2025Q3: 1,887 shares; 2025Q4: 2,054 shares; 2026Q1: 2,493 shares; 2026Q2: 4,165 shares; 2026Q3: 4,366 shares 4,366 $1.08M 0.07% +201 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,274 shares; 2025Q1: 6,314 shares; 2025Q2: 8,634 shares; 2025Q3: 8,793 shares; 2025Q4: 9,123 shares; 2026Q1: 9,043 shares; 2026Q2: 8,772 shares; 2026Q3: 9,026 shares 9,026 $1.08M 0.07% +254 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,876 shares; 2025Q1: 1,593 shares; 2025Q2: 1,776 shares; 2025Q3: 2,094 shares; 2025Q4: 2,271 shares; 2026Q1: 2,399 shares; 2026Q2: 2,353 shares; 2026Q3: 2,339 shares 2,339 $1.06M 0.07% -14 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,567 shares; 2025Q1: 5,056 shares; 2025Q2: 5,745 shares; 2025Q3: 6,653 shares; 2025Q4: 6,537 shares; 2026Q1: 5,752 shares; 2026Q2: 5,301 shares; 2026Q3: 5,779 shares 5,779 $1.06M 0.07% +478 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,296 shares; 2025Q1: 2,296 shares; 2025Q2: 3,148 shares; 2025Q3: 3,149 shares; 2025Q4: 3,150 shares; 2026Q1: 3,149 shares; 2026Q2: 3,131 shares; 2026Q3: 3,137 shares 3,137 $1.05M 0.06% +6 Timeline STXV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 43,236 shares; 2025Q1: 43,282 shares; 2025Q2: 44,000 shares; 2025Q3: 40,816 shares; 2025Q4: 38,681 shares; 2026Q1: 33,367 shares; 2026Q2: 32,880 shares; 2026Q3: 27,696 shares 27,696 $1.04M 0.06% -5,184 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; 2024Q4: 12,075 shares; 2025Q1: 12,178 shares; 2025Q2: 17,407 shares; 2025Q3: 16,046 shares; 2025Q4: 19,109 shares; 2026Q1: 19,648 shares; 2026Q2: 19,139 shares; 2026Q3: 19,081 shares 19,081 $1.03M 0.06% -58 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; 2024Q4: 6,919 shares; 2025Q1: 8,157 shares; 2025Q2: 8,643 shares; 2025Q3: 10,851 shares; 2025Q4: 12,152 shares; 2026Q1: 14,101 shares; 2026Q2: 12,668 shares; 2026Q3: 13,133 shares 13,133 $1.01M 0.06% +465 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; 2024Q4: 2,568 shares; 2025Q1: 2,873 shares; 2025Q2: 2,545 shares; 2025Q3: 2,874 shares; 2025Q4: 2,921 shares; 2026Q1: 3,240 shares; 2026Q2: 3,149 shares; 2026Q3: 3,238 shares 3,238 $1M 0.06% +89 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; 2024Q4: 18,853 shares; 2025Q1: 16,348 shares; 2025Q2: 20,699 shares; 2025Q3: 20,976 shares; 2025Q4: 14,002 shares; 2026Q1: 19,301 shares; 2026Q2: 19,319 shares; 2026Q3: 21,780 shares 21,780 $999K 0.06% +2,461 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,546 shares; 2025Q1: 3,957 shares; 2025Q2: 4,644 shares; 2025Q3: 4,578 shares; 2025Q4: 3,960 shares; 2026Q1: 4,608 shares; 2026Q2: 4,706 shares; 2026Q3: 4,798 shares 4,798 $995K 0.06% +92 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; 2024Q4: 1,884 shares; 2025Q1: 2,163 shares; 2025Q2: 2,928 shares; 2025Q3: 3,743 shares; 2025Q4: 2,942 shares; 2026Q1: 3,608 shares; 2026Q2: 3,338 shares; 2026Q3: 3,676 shares 3,676 $989K 0.06% +338 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,773 shares; 2025Q1: 1,969 shares; 2025Q2: 2,149 shares; 2025Q3: 2,506 shares; 2025Q4: 2,743 shares; 2026Q1: 3,150 shares; 2026Q2: 3,027 shares; 2026Q3: 3,027 shares 3,027 $985K 0.06% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,604 shares; 2025Q2: 10,007 shares; 2025Q3: 13,809 shares; 2025Q4: 16,427 shares; 2026Q1: 19,801 shares; 2026Q2: 19,154 shares; 2026Q3: 20,163 shares 20,163 $982K 0.06% +1,009 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 746 shares; 2025Q1: 1,285 shares; 2025Q2: 1,823 shares; 2025Q3: 1,962 shares; 2025Q4: 2,126 shares; 2026Q1: 2,050 shares; 2026Q2: 1,939 shares; 2026Q3: 1,865 shares 1,865 $974K 0.06% -74 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,716 shares; 2025Q1: 3,904 shares; 2025Q2: 2,829 shares; 2025Q3: 4,232 shares; 2025Q4: 5,344 shares; 2026Q1: 7,487 shares; 2026Q2: 7,287 shares; 2026Q3: 7,434 shares 7,434 $965K 0.06% +147 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,508 shares; 2025Q1: 9,775 shares; 2025Q2: 11,050 shares; 2025Q3: 12,755 shares; 2025Q4: 13,871 shares; 2026Q1: 13,452 shares; 2026Q2: 12,962 shares; 2026Q3: 12,937 shares 12,937 $963K 0.06% -25 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,463 shares; 2025Q1: 18,154 shares; 2025Q2: 19,805 shares; 2025Q3: 20,921 shares; 2025Q4: 18,771 shares; 2026Q1: 19,822 shares; 2026Q2: 19,288 shares; 2026Q3: 21,078 shares 21,078 $957K 0.06% +1,790 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,004 shares; 2025Q1: 3,961 shares; 2025Q2: 4,517 shares; 2025Q3: 5,677 shares; 2025Q4: 5,405 shares; 2026Q1: 5,250 shares; 2026Q2: 6,255 shares; 2026Q3: 5,104 shares 5,104 $950K 0.06% -1,151 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,389 shares; 2025Q3: 3,620 shares; 2025Q4: 5,398 shares; 2026Q1: 7,563 shares; 2026Q2: 6,283 shares; 2026Q3: 6,355 shares 6,355 $945K 0.06% +72 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,159 shares; 2025Q1: 12,041 shares; 2025Q2: 15,593 shares; 2025Q3: 17,200 shares; 2025Q4: 15,023 shares; 2026Q1: 14,957 shares; 2026Q2: 14,317 shares; 2026Q3: 13,657 shares 13,657 $936K 0.06% -660 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,699 shares; 2025Q1: 6,525 shares; 2025Q2: 6,305 shares; 2025Q3: 6,303 shares; 2025Q4: 6,596 shares; 2026Q1: 6,614 shares; 2026Q2: 6,431 shares; 2026Q3: 6,527 shares 6,527 $929K 0.06% +96 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,369 shares; 2025Q2: 2,558 shares; 2025Q3: 3,072 shares; 2025Q4: 3,284 shares; 2026Q1: 3,760 shares; 2026Q2: 3,418 shares; 2026Q3: 3,370 shares 3,370 $928K 0.06% -48 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,288 shares; 2025Q1: 12,795 shares; 2025Q2: 10,057 shares; 2025Q3: 8,137 shares; 2025Q4: 9,078 shares; 2026Q1: 8,734 shares; 2026Q2: 6,861 shares; 2026Q3: 5,947 shares 5,947 $923K 0.06% -914 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; 2024Q4: 7,950 shares; 2025Q1: 8,960 shares; 2025Q2: 7,707 shares; 2025Q3: 8,075 shares; 2025Q4: 8,154 shares; 2026Q1: 8,183 shares; 2026Q2: 9,464 shares; 2026Q3: 8,770 shares 8,770 $920K 0.06% -694 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; 2024Q4: 1,359 shares; 2025Q1: 2,137 shares; 2025Q2: 2,602 shares; 2025Q3: 3,259 shares; 2025Q4: 2,391 shares; 2026Q1: 3,520 shares; 2026Q2: 3,641 shares; 2026Q3: 3,371 shares 3,371 $916K 0.06% -270 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,002 shares; 2025Q1: 16,626 shares; 2025Q2: 15,712 shares; 2025Q3: 18,067 shares; 2025Q4: 18,944 shares; 2026Q1: 25,785 shares; 2026Q2: 25,463 shares; 2026Q3: 27,399 shares 27,399 $914K 0.06% +1,936 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; 2024Q4: 2,088 shares; 2025Q1: 2,205 shares; 2025Q2: 2,985 shares; 2025Q3: 3,051 shares; 2025Q4: 3,801 shares; 2026Q1: 2,372 shares; 2026Q2: 1,948 shares; 2026Q3: 2,313 shares 2,313 $912K 0.06% +365 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,559 shares; 2025Q1: 18,868 shares; 2025Q2: 20,896 shares; 2025Q3: 20,727 shares; 2025Q4: 22,455 shares; 2026Q1: 24,903 shares; 2026Q2: 25,392 shares; 2026Q3: 25,442 shares 25,442 $911K 0.06% +50 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; 2024Q4: 55,703 shares; 2025Q1: 54,523 shares; 2025Q2: 58,890 shares; 2025Q3: 55,313 shares; 2025Q4: 59,311 shares; 2026Q1: 55,356 shares; 2026Q2: 59,514 shares; 2026Q3: 59,605 shares 59,605 $910K 0.06% +91 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,444 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,712 shares; 2026Q1: 4,640 shares; 2026Q2: 4,877 shares; 2026Q3: 10,703 shares 10,703 $902K 0.06% +5,826 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 26,638 shares; 2025Q1: 26,506 shares; 2025Q2: 25,635 shares; 2025Q3: 25,506 shares; 2025Q4: 25,657 shares; 2026Q1: 26,265 shares; 2026Q2: 24,743 shares; 2026Q3: 24,508 shares 24,508 $893K 0.06% -235 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,833 shares; 2025Q1: 18,500 shares; 2025Q2: 21,693 shares; 2025Q3: 23,878 shares; 2025Q4: 24,994 shares; 2026Q1: 26,750 shares; 2026Q2: 23,821 shares; 2026Q3: 23,849 shares 23,849 $890K 0.05% +28 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,716 shares; 2025Q1: 8,712 shares; 2025Q2: 9,228 shares; 2025Q3: 8,333 shares; 2025Q4: 8,067 shares; 2026Q1: 19,764 shares; 2026Q2: 8,795 shares; 2026Q3: 8,666 shares 8,666 $885K 0.05% -129 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,766 shares; 2025Q1: 5,275 shares; 2025Q2: 5,630 shares; 2025Q3: 6,198 shares; 2025Q4: 6,533 shares; 2026Q1: 7,010 shares; 2026Q2: 6,843 shares; 2026Q3: 6,761 shares 6,761 $884K 0.05% -82 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,910 shares; 2025Q4: 2,634 shares; 2026Q1: 2,904 shares; 2026Q2: 2,874 shares; 2026Q3: 2,970 shares 2,970 $876K 0.05% +96 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,273 shares; 2025Q1: 6,780 shares; 2025Q2: 7,481 shares; 2025Q3: 8,556 shares; 2025Q4: 14,345 shares; 2026Q1: 9,781 shares; 2026Q2: 8,876 shares; 2026Q3: 9,341 shares 9,341 $859K 0.05% +465 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,926 shares; 2025Q1: 13,660 shares; 2025Q2: 18,104 shares; 2025Q3: 22,424 shares; 2025Q4: 26,415 shares; 2026Q1: 29,667 shares; 2026Q2: 26,604 shares; 2026Q3: 26,855 shares 26,855 $854K 0.05% +251 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; 2024Q4: 26,767 shares; 2025Q1: 26,786 shares; 2025Q2: 27,098 shares; 2025Q3: 25,228 shares; 2025Q4: 23,505 shares; 2026Q1: 20,837 shares; 2026Q2: 20,403 shares; 2026Q3: 17,235 shares 17,235 $850K 0.05% -3,168 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,670 shares; 2025Q1: 1,934 shares; 2025Q2: 2,897 shares; 2025Q3: 3,439 shares; 2025Q4: 3,474 shares; 2026Q1: 3,569 shares; 2026Q2: 3,014 shares; 2026Q3: 3,087 shares 3,087 $848K 0.05% +73 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,375 shares; 2025Q1: 9,180 shares; 2025Q2: 7,858 shares; 2025Q3: 8,299 shares; 2025Q4: 8,327 shares; 2026Q1: 8,751 shares; 2026Q2: 8,753 shares; 2026Q3: 8,662 shares 8,662 $844K 0.05% -91 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,691 shares; 2025Q1: 5,836 shares; 2025Q2: 5,644 shares; 2025Q3: 4,442 shares; 2025Q4: 5,585 shares; 2026Q1: 6,297 shares; 2026Q2: 11,308 shares; 2026Q3: 10,841 shares 10,841 $837K 0.05% -467 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,708 shares; 2025Q3: 2,178 shares; 2025Q4: 2,415 shares; 2026Q1: 2,886 shares; 2026Q2: 2,173 shares; 2026Q3: 2,442 shares 2,442 $829K 0.05% +269 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 273 shares; 2025Q1: 294 shares; 2025Q2: 312 shares; 2025Q3: 346 shares; 2025Q4: 334 shares; 2026Q1: 337 shares; 2026Q2: 316 shares; 2026Q3: 288 shares 288 $815K 0.05% -28 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,978 shares; 2025Q1: 9,651 shares; 2025Q2: 8,212 shares; 2025Q3: 7,714 shares; 2025Q4: 7,825 shares; 2026Q1: 7,801 shares; 2026Q2: 7,823 shares; 2026Q3: 7,785 shares 7,785 $814K 0.05% -38 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,001 shares; 2025Q1: 2,588 shares; 2025Q2: 2,974 shares; 2025Q3: 3,189 shares; 2025Q4: 3,386 shares; 2026Q1: 3,490 shares; 2026Q2: 2,993 shares; 2026Q3: 3,432 shares 3,432 $810K 0.05% +439 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,753 shares; 2025Q1: 3,282 shares; 2025Q2: 3,560 shares; 2025Q3: 4,395 shares; 2025Q4: 4,872 shares; 2026Q1: 5,758 shares; 2026Q2: 4,772 shares; 2026Q3: 4,914 shares 4,914 $807K 0.05% +142 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,352 shares; 2025Q1: 1,591 shares; 2025Q2: 2,562 shares; 2025Q3: 2,520 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,241 shares 5,241 $802K 0.05% new 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; 2024Q4: 1,795 shares; 2025Q1: 2,082 shares; 2025Q2: 2,300 shares; 2025Q3: 2,960 shares; 2025Q4: 3,020 shares; 2026Q1: 3,327 shares; 2026Q2: 2,751 shares; 2026Q3: 3,112 shares 3,112 $791K 0.05% +361 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 39,917 shares 39,917 $789K 0.05% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,441 shares; 2025Q1: 5,424 shares; 2025Q2: 5,434 shares; 2025Q3: 6,462 shares; 2025Q4: 7,097 shares; 2026Q1: 7,008 shares; 2026Q2: 6,299 shares; 2026Q3: 6,733 shares 6,733 $781K 0.05% +434 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,051 shares; 2025Q1: 1,690 shares; 2025Q2: 2,358 shares; 2025Q3: 2,396 shares; 2025Q4: 2,438 shares; 2026Q1: 2,200 shares; 2026Q2: 2,307 shares; 2026Q3: 1,767 shares 1,767 $769K 0.05% -540 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,343 shares; 2025Q1: 9,655 shares; 2025Q2: 10,780 shares; 2025Q3: 13,202 shares; 2025Q4: 11,394 shares; 2026Q1: 13,611 shares; 2026Q2: 11,910 shares; 2026Q3: 12,991 shares 12,991 $762K 0.05% +1,081 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 279 shares; 2025Q3: 313 shares; 2025Q4: 666 shares; 2026Q1: 438 shares; 2026Q2: 406 shares; 2026Q3: 417 shares 417 $755K 0.05% +11 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; 2024Q4: 3,035 shares; 2025Q1: 3,225 shares; 2025Q2: 2,840 shares; 2025Q3: 3,529 shares; 2025Q4: 3,045 shares; 2026Q1: 2,757 shares; 2026Q2: 2,578 shares; 2026Q3: 2,907 shares 2,907 $750K 0.05% +329 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 503 shares; 2025Q1: 599 shares; 2025Q2: 700 shares; 2025Q3: 741 shares; 2025Q4: 685 shares; 2026Q1: 757 shares; 2026Q2: 730 shares; 2026Q3: 691 shares 691 $748K 0.05% -39 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; 2024Q4: 2,020 shares; 2025Q1: 2,177 shares; 2025Q2: 2,592 shares; 2025Q3: 3,151 shares; 2025Q4: 3,239 shares; 2026Q1: 3,794 shares; 2026Q2: 2,835 shares; 2026Q3: 2,850 shares 2,850 $747K 0.05% +15 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,655 shares; 2025Q1: 10,992 shares; 2025Q2: 10,896 shares; 2025Q3: 12,737 shares; 2025Q4: 12,708 shares; 2026Q1: 13,120 shares; 2026Q2: 12,785 shares; 2026Q3: 12,709 shares 12,709 $734K 0.05% -76 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,505 shares; 2025Q1: 6,366 shares; 2025Q2: 6,823 shares; 2025Q3: 7,326 shares; 2025Q4: 7,956 shares; 2026Q1: 8,722 shares; 2026Q2: 7,410 shares; 2026Q3: 7,882 shares 7,882 $728K 0.04% +472 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,188 shares; 2026Q3: 20,012 shares 20,012 $725K 0.04% +3,824 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,518 shares; 2025Q4: 3,578 shares; 2026Q1: 4,339 shares; 2026Q2: 4,339 shares; 2026Q3: 4,714 shares 4,714 $725K 0.04% +375 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; 2024Q4: 2,146 shares; 2025Q1: 2,061 shares; 2025Q2: 1,999 shares; 2025Q3: 2,669 shares; 2025Q4: 2,973 shares; 2026Q1: 3,678 shares; 2026Q2: 3,706 shares; 2026Q3: 4,194 shares 4,194 $723K 0.04% +488 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,526 shares; 2025Q1: 3,237 shares; 2025Q2: 2,669 shares; 2025Q3: 2,657 shares; 2025Q4: 2,554 shares; 2026Q1: 2,583 shares; 2026Q2: 2,608 shares; 2026Q3: 2,584 shares 2,584 $718K 0.04% -24 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,234 shares; 2025Q1: 2,203 shares; 2025Q2: 2,515 shares; 2025Q3: 2,281 shares; 2025Q4: 2,985 shares; 2026Q1: 2,899 shares; 2026Q2: 2,866 shares; 2026Q3: 2,471 shares 2,471 $718K 0.04% -395 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; 2024Q4: 523 shares; 2025Q1: 551 shares; 2025Q2: 578 shares; 2025Q3: 719 shares; 2025Q4: 721 shares; 2026Q1: 712 shares; 2026Q2: 716 shares; 2026Q3: 715 shares 715 $716K 0.04% -1 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,059 shares; 2025Q1: 2,372 shares; 2025Q2: 3,120 shares; 2025Q3: 3,461 shares; 2025Q4: 3,603 shares; 2026Q1: 3,401 shares; 2026Q2: 3,567 shares; 2026Q3: 3,441 shares 3,441 $714K 0.04% -126 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; 2024Q4: 5,859 shares; 2025Q1: 9,682 shares; 2025Q2: 10,074 shares; 2025Q3: 11,057 shares; 2025Q4: 8,088 shares; 2026Q1: 11,089 shares; 2026Q2: 11,774 shares; 2026Q3: 12,848 shares 12,848 $711K 0.04% +1,074 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,420 shares; 2025Q1: 5,628 shares; 2025Q2: 5,075 shares; 2025Q3: 6,402 shares; 2025Q4: 6,859 shares; 2026Q1: 7,969 shares; 2026Q2: 7,195 shares; 2026Q3: 7,505 shares 7,505 $705K 0.04% +310 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,245 shares; 2025Q1: 3,454 shares; 2025Q2: 3,471 shares; 2025Q3: 3,519 shares; 2025Q4: 3,145 shares; 2026Q1: 3,280 shares; 2026Q2: 3,368 shares; 2026Q3: 2,534 shares 2,534 $698K 0.04% -834 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,462 shares; 2025Q1: 5,562 shares; 2025Q2: 5,278 shares; 2025Q3: 6,191 shares; 2025Q4: 6,961 shares; 2026Q1: 5,465 shares; 2026Q2: 6,033 shares; 2026Q3: 5,982 shares 5,982 $695K 0.04% -51 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; 2024Q4: 5,084 shares; 2025Q1: 3,815 shares; 2025Q2: 3,016 shares; 2025Q3: 3,986 shares; 2025Q4: 4,639 shares; 2026Q1: 4,160 shares; 2026Q2: 5,355 shares; 2026Q3: 6,094 shares 6,094 $692K 0.04% +739 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 23,415 shares; 2025Q1: 13,326 shares; 2025Q2: 11,800 shares; 2025Q3: 19,890 shares; 2025Q4: 24,144 shares; 2026Q1: 25,619 shares; 2026Q2: 24,402 shares; 2026Q3: 24,821 shares 24,821 $682K 0.04% +419 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 304 shares; 2026Q1: 477 shares; 2026Q2: 744 shares; 2026Q3: 671 shares 671 $679K 0.04% -73 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,788 shares; 2025Q1: 3,090 shares; 2025Q2: 3,119 shares; 2025Q3: 3,346 shares; 2025Q4: 3,289 shares; 2026Q1: 3,210 shares; 2026Q2: 2,951 shares; 2026Q3: 2,962 shares 2,962 $676K 0.04% +11 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,181 shares; 2025Q1: 14,528 shares; 2025Q2: 12,579 shares; 2025Q3: 23,140 shares; 2025Q4: 26,467 shares; 2026Q1: 35,198 shares; 2026Q2: 27,433 shares; 2026Q3: 23,577 shares 23,577 $672K 0.04% -3,856 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 18,332 shares 18,332 $670K 0.04% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 954 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 1,360 shares; 2026Q1: 1,478 shares; 2026Q2: 1,522 shares; 2026Q3: 1,576 shares 1,576 $668K 0.04% +54 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; 2024Q4: 1,537 shares; 2025Q1: 1,485 shares; 2025Q2: 4,713 shares; 2025Q3: 4,588 shares; 2025Q4: 4,588 shares; 2026Q1: 4,588 shares; 2026Q2: 4,533 shares; 2026Q3: 4,535 shares 4,535 $664K 0.04% +2 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; 2024Q4: 8,014 shares; 2025Q1: 7,433 shares; 2025Q2: 8,809 shares; 2025Q3: 9,552 shares; 2025Q4: 9,276 shares; 2026Q1: 10,535 shares; 2026Q2: 8,704 shares; 2026Q3: 9,479 shares 9,479 $664K 0.04% +775 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,749 shares; 2025Q4: 2,232 shares; 2026Q1: 3,412 shares; 2026Q2: 4,721 shares; 2026Q3: 5,796 shares 5,796 $652K 0.04% +1,075 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,058 shares; 2025Q1: 22,407 shares; 2025Q2: 25,026 shares; 2025Q3: 26,522 shares; 2025Q4: 26,407 shares; 2026Q1: 25,610 shares; 2026Q2: 21,967 shares; 2026Q3: 22,621 shares 22,621 $637K 0.04% +654 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares; 2026Q2: 1,896 shares; 2026Q3: 2,174 shares 2,174 $636K 0.04% +278 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: not reported; 2025Q3: 1,751 shares; 2025Q4: 2,350 shares; 2026Q1: 2,572 shares; 2026Q2: 2,610 shares; 2026Q3: 2,714 shares 2,714 $634K 0.04% +104 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,676 shares; 2025Q1: 2,826 shares; 2025Q2: 2,988 shares; 2025Q3: 2,978 shares; 2025Q4: 2,570 shares; 2026Q1: 2,368 shares; 2026Q2: 2,296 shares; 2026Q3: 2,318 shares 2,318 $631K 0.04% +22 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; 2024Q4: not reported; 2025Q1: 1,191 shares; 2025Q2: 1,273 shares; 2025Q3: 1,130 shares; 2025Q4: 2,050 shares; 2026Q1: 1,317 shares; 2026Q2: 1,545 shares; 2026Q3: 1,621 shares 1,621 $630K 0.04% +76 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,487 shares; 2025Q3: 6,922 shares; 2025Q4: 9,050 shares; 2026Q1: 8,182 shares; 2026Q2: 7,282 shares; 2026Q3: 7,333 shares 7,333 $628K 0.04% +51 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; 2024Q4: 1,620 shares; 2025Q1: 1,716 shares; 2025Q2: 1,798 shares; 2025Q3: 2,101 shares; 2025Q4: 1,802 shares; 2026Q1: 1,799 shares; 2026Q2: 1,870 shares; 2026Q3: 1,932 shares 1,932 $625K 0.04% +62 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,176 shares; 2025Q1: 5,590 shares; 2025Q2: 6,407 shares; 2025Q3: 6,611 shares; 2025Q4: 6,716 shares; 2026Q1: 6,969 shares; 2026Q2: 7,048 shares; 2026Q3: 6,879 shares 6,879 $616K 0.04% -169 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,772 shares; 2026Q3: 17,285 shares 17,285 $616K 0.04% +10,513 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 634 shares; 2025Q4: not reported; 2026Q1: 1,428 shares; 2026Q2: 1,368 shares; 2026Q3: 1,403 shares 1,403 $603K 0.04% +35 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,457 shares; 2025Q4: 2,752 shares; 2026Q1: 4,162 shares; 2026Q2: 3,450 shares; 2026Q3: 3,850 shares 3,850 $597K 0.04% +400 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,098 shares; 2025Q1: 6,488 shares; 2025Q2: 6,316 shares; 2025Q3: 6,629 shares; 2025Q4: 7,070 shares; 2026Q1: 7,149 shares; 2026Q2: 6,601 shares; 2026Q3: 6,579 shares 6,579 $597K 0.04% -22 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 2,854 shares; 2026Q1: 3,041 shares; 2026Q2: 1,715 shares; 2026Q3: 1,694 shares 1,694 $596K 0.04% -21 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,046 shares; 2025Q4: 7,342 shares; 2026Q1: 4,920 shares; 2026Q2: 5,484 shares; 2026Q3: 4,986 shares 4,986 $592K 0.04% -498 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; 2024Q4: 4,715 shares; 2025Q1: 6,723 shares; 2025Q2: 7,414 shares; 2025Q3: 8,827 shares; 2025Q4: 9,828 shares; 2026Q1: 10,326 shares; 2026Q2: 10,578 shares; 2026Q3: 10,893 shares 10,893 $591K 0.04% +315 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,929 shares; 2025Q1: 9,136 shares; 2025Q2: 9,853 shares; 2025Q3: 11,659 shares; 2025Q4: 12,683 shares; 2026Q1: 12,668 shares; 2026Q2: 14,001 shares; 2026Q3: 13,535 shares 13,535 $586K 0.04% -466 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; 2024Q4: 1,626 shares; 2025Q1: 1,621 shares; 2025Q2: 1,617 shares; 2025Q3: 1,621 shares; 2025Q4: 3,196 shares; 2026Q1: 3,180 shares; 2026Q2: 2,795 shares; 2026Q3: 2,986 shares 2,986 $585K 0.04% +191 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; 2024Q4: 3,846 shares; 2025Q1: 4,018 shares; 2025Q2: 3,609 shares; 2025Q3: 3,800 shares; 2025Q4: 4,055 shares; 2026Q1: 4,351 shares; 2026Q2: 4,130 shares; 2026Q3: 3,170 shares 3,170 $584K 0.04% -960 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,887 shares; 2025Q1: not reported; 2025Q2: 3,897 shares; 2025Q3: 4,115 shares; 2025Q4: 3,889 shares; 2026Q1: 4,504 shares; 2026Q2: 4,277 shares; 2026Q3: 4,206 shares 4,206 $582K 0.04% -71 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,108 shares; 2025Q1: 15,830 shares; 2025Q2: 16,584 shares; 2025Q3: 16,861 shares; 2025Q4: 17,087 shares; 2026Q1: 16,163 shares; 2026Q2: 11,706 shares; 2026Q3: 13,166 shares 13,166 $575K 0.04% +1,460 Timeline GABC GERMAN AMERN BANCORP INC More: the full row for GERMAN AMERN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,914 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 11,882 shares; 2026Q1: 11,882 shares; 2026Q2: 11,882 shares; 2026Q3: 11,882 shares 11,882 $575K 0.04% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,289 shares; 2025Q1: 5,010 shares; 2025Q2: 5,010 shares; 2025Q3: 5,096 shares; 2025Q4: 5,066 shares; 2026Q1: 5,306 shares; 2026Q2: 5,367 shares; 2026Q3: 5,366 shares 5,366 $573K 0.04% -1 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,239 shares; 2025Q1: 5,871 shares; 2025Q2: 6,203 shares; 2025Q3: 7,506 shares; 2025Q4: 7,807 shares; 2026Q1: 7,845 shares; 2026Q2: 7,355 shares; 2026Q3: 7,202 shares 7,202 $561K 0.03% -153 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,268 shares; 2025Q2: 4,555 shares; 2025Q3: 5,684 shares; 2025Q4: 6,159 shares; 2026Q1: 6,646 shares; 2026Q2: 6,536 shares; 2026Q3: 6,492 shares 6,492 $560K 0.03% -44 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,581 shares; 2026Q1: 2,185 shares; 2026Q2: 1,978 shares; 2026Q3: 2,028 shares 2,028 $555K 0.03% +50 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,266 shares; 2025Q1: 7,441 shares; 2025Q2: 7,883 shares; 2025Q3: 7,856 shares; 2025Q4: 7,857 shares; 2026Q1: 7,622 shares; 2026Q2: 6,246 shares; 2026Q3: 6,226 shares 6,226 $551K 0.03% -20 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; 2024Q4: not reported; 2025Q1: 3,635 shares; 2025Q2: 4,038 shares; 2025Q3: 5,662 shares; 2025Q4: 5,395 shares; 2026Q1: 7,741 shares; 2026Q2: 7,666 shares; 2026Q3: 8,121 shares 8,121 $547K 0.03% +455 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 973 shares; 2025Q4: 2,181 shares; 2026Q1: 1,496 shares; 2026Q2: 1,158 shares; 2026Q3: 1,191 shares 1,191 $543K 0.03% +33 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292 shares; 2026Q2: 307 shares; 2026Q3: 326 shares 326 $540K 0.03% +19 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,558 shares; 2026Q1: 2,190 shares; 2026Q2: 2,212 shares; 2026Q3: 2,428 shares 2,428 $538K 0.03% +216 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,281 shares; 2025Q4: 1,457 shares; 2026Q1: 2,340 shares; 2026Q2: 2,335 shares; 2026Q3: 2,470 shares 2,470 $537K 0.03% +135 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; 2024Q4: 2,144 shares; 2025Q1: 2,470 shares; 2025Q2: 3,310 shares; 2025Q3: 3,964 shares; 2025Q4: 3,196 shares; 2026Q1: 3,654 shares; 2026Q2: 3,434 shares; 2026Q3: 4,140 shares 4,140 $536K 0.03% +706 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,596 shares; 2025Q1: 1,787 shares; 2025Q2: 2,193 shares; 2025Q3: 2,630 shares; 2025Q4: 2,541 shares; 2026Q1: 2,901 shares; 2026Q2: 2,646 shares; 2026Q3: 2,157 shares 2,157 $532K 0.03% -489 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,180 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,211 shares; 2026Q2: 6,995 shares; 2026Q3: 8,827 shares 8,827 $530K 0.03% +1,832 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,493 shares 3,493 $527K 0.03% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,722 shares; 2026Q3: 3,646 shares 3,646 $519K 0.03% +924 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,108 shares; 2025Q4: 2,259 shares; 2026Q1: 3,786 shares; 2026Q2: 3,699 shares; 2026Q3: 4,153 shares 4,153 $515K 0.03% +454 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; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,719 shares; 2025Q4: 3,884 shares; 2026Q1: 4,003 shares; 2026Q2: 2,285 shares; 2026Q3: 2,298 shares 2,298 $511K 0.03% +13 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,715 shares; 2025Q1: 2,049 shares; 2025Q2: 2,361 shares; 2025Q3: 2,602 shares; 2025Q4: 2,574 shares; 2026Q1: 3,021 shares; 2026Q2: 2,820 shares; 2026Q3: 3,103 shares 3,103 $508K 0.03% +283 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares; 2026Q2: 3,925 shares; 2026Q3: 4,029 shares 4,029 $507K 0.03% +104 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 902 shares; 2025Q1: 986 shares; 2025Q2: 998 shares; 2025Q3: 1,008 shares; 2025Q4: 1,118 shares; 2026Q1: 1,430 shares; 2026Q2: 1,143 shares; 2026Q3: 1,115 shares 1,115 $506K 0.03% -28 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; 2024Q4: 15,497 shares; 2025Q1: 11,478 shares; 2025Q2: 12,805 shares; 2025Q3: 11,812 shares; 2025Q4: 13,820 shares; 2026Q1: 12,705 shares; 2026Q2: 14,011 shares; 2026Q3: 15,649 shares 15,649 $500K 0.03% +1,638 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 730 shares; 2026Q1: not reported; 2026Q2: 1,134 shares; 2026Q3: 1,421 shares 1,421 $495K 0.03% +287 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,967 shares; 2025Q2: 3,385 shares; 2025Q3: 4,800 shares; 2025Q4: 5,365 shares; 2026Q1: 6,020 shares; 2026Q2: 5,246 shares; 2026Q3: 5,719 shares 5,719 $493K 0.03% +473 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,867 shares; 2025Q4: 12,812 shares; 2026Q1: 12,832 shares; 2026Q2: 10,667 shares; 2026Q3: 9,843 shares 9,843 $487K 0.03% -824 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; 2024Q4: not reported; 2025Q1: 7,063 shares; 2025Q2: 8,189 shares; 2025Q3: 12,341 shares; 2025Q4: 12,188 shares; 2026Q1: 16,583 shares; 2026Q2: 17,056 shares; 2026Q3: 16,105 shares 16,105 $486K 0.03% -951 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,484 shares; 2025Q1: 14,530 shares; 2025Q2: 10,905 shares; 2025Q3: 11,248 shares; 2025Q4: 11,412 shares; 2026Q1: 11,552 shares; 2026Q2: 5,675 shares; 2026Q3: 4,774 shares 4,774 $483K 0.03% -901 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 352 shares; 2025Q1: 512 shares; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 460 shares; 2026Q1: 660 shares; 2026Q2: 542 shares; 2026Q3: 636 shares 636 $482K 0.03% +94 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,853 shares 10,853 $482K 0.03% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,251 shares; 2026Q2: 12,571 shares; 2026Q3: 12,571 shares 12,571 $473K 0.03% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,219 shares; 2026Q3: 2,455 shares 2,455 $472K 0.03% +236 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares; 2026Q2: 76 shares; 2026Q3: 76 shares 76 $468K 0.03% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,117 shares; 2025Q4: 5,762 shares; 2026Q1: 7,954 shares; 2026Q2: 8,151 shares; 2026Q3: 7,603 shares 7,603 $460K 0.03% -548 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 900 shares; 2026Q1: 1,285 shares; 2026Q2: 1,296 shares; 2026Q3: 1,292 shares 1,292 $460K 0.03% -4 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,653 shares; 2026Q2: 2,648 shares; 2026Q3: 2,931 shares 2,931 $459K 0.03% +283 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,155 shares; 2025Q4: 3,877 shares; 2026Q1: 4,273 shares; 2026Q2: 3,470 shares; 2026Q3: 3,529 shares 3,529 $457K 0.03% +59 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,816 shares; 2025Q1: not reported; 2025Q2: 3,092 shares; 2025Q3: 4,124 shares; 2025Q4: 4,339 shares; 2026Q1: 4,788 shares; 2026Q2: 5,094 shares; 2026Q3: 6,165 shares 6,165 $453K 0.03% +1,071 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,565 shares; 2025Q3: 8,886 shares; 2025Q4: 9,379 shares; 2026Q1: 10,552 shares; 2026Q2: 9,571 shares; 2026Q3: 11,175 shares 11,175 $449K 0.03% +1,604 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,822 shares; 2026Q2: 8,849 shares; 2026Q3: 8,849 shares 8,849 $448K 0.03% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,191 shares; 2026Q2: 4,976 shares; 2026Q3: 5,167 shares 5,167 $441K 0.03% +191 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,094 shares; 2025Q1: 2,153 shares; 2025Q2: 2,187 shares; 2025Q3: 2,176 shares; 2025Q4: 2,193 shares; 2026Q1: 3,504 shares; 2026Q2: 3,593 shares; 2026Q3: 3,238 shares 3,238 $440K 0.03% -355 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,002 shares; 2026Q1: 1,415 shares; 2026Q2: 1,434 shares; 2026Q3: 1,671 shares 1,671 $440K 0.03% +237 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 510 shares; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 813 shares; 2025Q4: 829 shares; 2026Q1: 844 shares; 2026Q2: 3,520 shares; 2026Q3: 3,508 shares 3,508 $439K 0.03% -12 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,827 shares; 2025Q4: 3,035 shares; 2026Q1: 3,611 shares; 2026Q2: 3,021 shares; 2026Q3: 2,993 shares 2,993 $433K 0.03% -28 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,533 shares; 2025Q1: not reported; 2025Q2: 6,149 shares; 2025Q3: not reported; 2025Q4: 6,261 shares; 2026Q1: 6,741 shares; 2026Q2: 6,759 shares; 2026Q3: 7,091 shares 7,091 $430K 0.03% +332 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,908 shares; 2026Q1: 2,934 shares; 2026Q2: not reported; 2026Q3: 3,765 shares 3,765 $430K 0.03% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,032 shares; 2025Q4: 2,221 shares; 2026Q1: 3,051 shares; 2026Q2: 2,921 shares; 2026Q3: 3,340 shares 3,340 $429K 0.03% +419 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,034 shares 2,034 $429K 0.03% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,739 shares; 2025Q1: 2,770 shares; 2025Q2: 1,948 shares; 2025Q3: 2,154 shares; 2025Q4: 2,638 shares; 2026Q1: 2,206 shares; 2026Q2: 1,424 shares; 2026Q3: 1,775 shares 1,775 $426K 0.03% +351 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,583 shares; 2026Q2: 3,811 shares; 2026Q3: 3,980 shares 3,980 $422K 0.03% +169 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; 2024Q4: 2,205 shares; 2025Q1: 2,278 shares; 2025Q2: 2,221 shares; 2025Q3: 2,183 shares; 2025Q4: 2,731 shares; 2026Q1: 2,422 shares; 2026Q2: 1,829 shares; 2026Q3: 1,897 shares 1,897 $420K 0.03% +68 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 618 shares; 2025Q1: 618 shares; 2025Q2: 918 shares; 2025Q3: 898 shares; 2025Q4: 823 shares; 2026Q1: 823 shares; 2026Q2: 823 shares; 2026Q3: 823 shares 823 $419K 0.03% 0 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,414 shares; 2026Q3: 17,002 shares 17,002 $417K 0.03% -3,412 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,657 shares; 2026Q1: 1,838 shares; 2026Q2: 1,840 shares; 2026Q3: 1,840 shares 1,840 $416K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,702 shares; 2025Q1: 1,912 shares; 2025Q2: 2,416 shares; 2025Q3: 2,803 shares; 2025Q4: 2,747 shares; 2026Q1: 2,392 shares; 2026Q2: 1,562 shares; 2026Q3: 1,981 shares 1,981 $414K 0.03% +419 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,969 shares; 2025Q1: 6,832 shares; 2025Q2: 7,397 shares; 2025Q3: 9,141 shares; 2025Q4: 13,051 shares; 2026Q1: 11,145 shares; 2026Q2: 11,369 shares; 2026Q3: 10,413 shares 10,413 $413K 0.03% -956 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,793 shares; 2026Q1: 5,279 shares; 2026Q2: 5,627 shares; 2026Q3: 5,363 shares 5,363 $412K 0.03% -264 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,783 shares; 2026Q3: 3,169 shares 3,169 $412K 0.03% +386 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,475 shares 1,475 $404K 0.02% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,489 shares; 2025Q4: 3,806 shares; 2026Q1: 4,551 shares; 2026Q2: 4,199 shares; 2026Q3: 3,775 shares 3,775 $399K 0.02% -424 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,004 shares; 2025Q4: not reported; 2026Q1: 2,117 shares; 2026Q2: 2,417 shares; 2026Q3: 2,858 shares 2,858 $394K 0.02% +441 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; 2024Q4: 3,810 shares; 2025Q1: 3,978 shares; 2025Q2: 2,868 shares; 2025Q3: 1,679 shares; 2025Q4: 3,863 shares; 2026Q1: 1,801 shares; 2026Q2: 1,637 shares; 2026Q3: 2,136 shares 2,136 $392K 0.02% +499 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; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: 3,763 shares; 2025Q4: 6,170 shares; 2026Q1: 8,377 shares; 2026Q2: 5,069 shares; 2026Q3: 4,561 shares 4,561 $390K 0.02% -508 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; 2024Q4: 13,822 shares; 2025Q1: 14,807 shares; 2025Q2: 15,627 shares; 2025Q3: 17,064 shares; 2025Q4: 16,724 shares; 2026Q1: 14,486 shares; 2026Q2: 18,972 shares; 2026Q3: 17,660 shares 17,660 $389K 0.02% -1,312 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares; 2026Q3: 938 shares 938 $388K 0.02% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 850 shares; 2026Q1: 1,471 shares; 2026Q2: 1,258 shares; 2026Q3: 1,354 shares 1,354 $386K 0.02% +96 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; 2024Q4: 4,619 shares; 2025Q1: 5,633 shares; 2025Q2: 6,024 shares; 2025Q3: 7,018 shares; 2025Q4: 5,640 shares; 2026Q1: 5,790 shares; 2026Q2: 6,601 shares; 2026Q3: 7,333 shares 7,333 $385K 0.02% +732 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; 2024Q4: 2,610 shares; 2025Q1: not reported; 2025Q2: 2,195 shares; 2025Q3: 2,675 shares; 2025Q4: not reported; 2026Q1: 3,674 shares; 2026Q2: 3,383 shares; 2026Q3: 3,331 shares 3,331 $384K 0.02% -52 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 11,649 shares; 2025Q2: 10,702 shares; 2025Q3: 11,618 shares; 2025Q4: 11,880 shares; 2026Q1: 14,877 shares; 2026Q2: 14,778 shares; 2026Q3: 27,551 shares 27,551 $381K 0.02% +12,773 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 944 shares; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,183 shares; 2025Q4: 2,272 shares; 2026Q1: 2,107 shares; 2026Q2: 1,988 shares; 2026Q3: 2,043 shares 2,043 $381K 0.02% +55 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,106 shares; 2025Q3: 4,162 shares; 2025Q4: 4,219 shares; 2026Q1: 4,726 shares; 2026Q2: 4,773 shares; 2026Q3: 4,778 shares 4,778 $379K 0.02% +5 Timeline STXK EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,963 shares; 2025Q1: 12,249 shares; 2025Q2: 12,836 shares; 2025Q3: 14,268 shares; 2025Q4: 13,592 shares; 2026Q1: 12,230 shares; 2026Q2: 12,004 shares; 2026Q3: 10,549 shares 10,549 $379K 0.02% -1,455 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,144 shares; 2025Q1: 7,231 shares; 2025Q2: 7,483 shares; 2025Q3: 7,056 shares; 2025Q4: 7,060 shares; 2026Q1: 8,996 shares; 2026Q2: 8,996 shares; 2026Q3: 7,996 shares 7,996 $379K 0.02% -1,000 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,947 shares; 2025Q1: 3,993 shares; 2025Q2: 4,032 shares; 2025Q3: 4,331 shares; 2025Q4: 4,330 shares; 2026Q1: 8,435 shares; 2026Q2: 6,402 shares; 2026Q3: 5,237 shares 5,237 $377K 0.02% -1,165 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,472 shares; 2025Q1: 20,404 shares; 2025Q2: 27,624 shares; 2025Q3: 27,731 shares; 2025Q4: 23,415 shares; 2026Q1: 19,746 shares; 2026Q2: 16,668 shares; 2026Q3: 17,050 shares 17,050 $376K 0.02% +382 Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,009 shares; 2026Q1: 5,568 shares; 2026Q2: not reported; 2026Q3: 6,626 shares 6,626 $373K 0.02% new 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; 2024Q4: 1,200 shares; 2025Q1: 1,280 shares; 2025Q2: 1,182 shares; 2025Q3: 1,406 shares; 2025Q4: 1,264 shares; 2026Q1: 1,547 shares; 2026Q2: 1,232 shares; 2026Q3: 1,339 shares 1,339 $373K 0.02% +107 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,328 shares; 2026Q1: 13,545 shares; 2026Q2: 11,684 shares; 2026Q3: 11,684 shares 11,684 $368K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares; 2026Q1: 3,763 shares; 2026Q2: 4,622 shares; 2026Q3: 4,301 shares 4,301 $367K 0.02% -321 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,887 shares; 2026Q2: 6,661 shares; 2026Q3: 9,067 shares 9,067 $364K 0.02% +2,406 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,339 shares; 2025Q4: 1,304 shares; 2026Q1: 1,857 shares; 2026Q2: 1,402 shares; 2026Q3: 1,406 shares 1,406 $362K 0.02% +4 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 567 shares; 2025Q4: 565 shares; 2026Q1: 830 shares; 2026Q2: 746 shares; 2026Q3: 740 shares 740 $358K 0.02% -6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,140 shares; 2026Q1: 15,971 shares; 2026Q2: 19,412 shares; 2026Q3: 20,709 shares 20,709 $356K 0.02% +1,297 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,076 shares; 2025Q4: 3,049 shares; 2026Q1: 3,410 shares; 2026Q2: 3,407 shares; 2026Q3: 3,408 shares 3,408 $356K 0.02% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,052 shares; 2026Q1: 4,623 shares; 2026Q2: 5,586 shares; 2026Q3: 6,339 shares 6,339 $354K 0.02% +753 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,798 shares; 2025Q4: 9,211 shares; 2026Q1: not reported; 2026Q2: 6,872 shares; 2026Q3: 7,520 shares 7,520 $351K 0.02% +648 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,667 shares; 2026Q3: 3,548 shares 3,548 $349K 0.02% +881 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,163 shares; 2026Q1: 1,310 shares; 2026Q2: 1,284 shares; 2026Q3: 1,283 shares 1,283 $347K 0.02% -1 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,719 shares; 2025Q1: 16,652 shares; 2025Q2: 18,602 shares; 2025Q3: 19,852 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,750 shares; 2026Q3: 11,881 shares 11,881 $345K 0.02% +2,131 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,372 shares; 2025Q1: 2,499 shares; 2025Q2: 3,378 shares; 2025Q3: 3,379 shares; 2025Q4: 4,260 shares; 2026Q1: 2,616 shares; 2026Q2: 844 shares; 2026Q3: 1,244 shares 1,244 $343K 0.02% +400 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,522 shares; 2026Q1: 3,459 shares; 2026Q2: 3,417 shares; 2026Q3: 3,209 shares 3,209 $341K 0.02% -208 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares; 2025Q4: 832 shares; 2026Q1: 1,286 shares; 2026Q2: 1,009 shares; 2026Q3: 1,425 shares 1,425 $337K 0.02% +416 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,557 shares; 2025Q2: 3,486 shares; 2025Q3: 3,479 shares; 2025Q4: 3,279 shares; 2026Q1: 3,425 shares; 2026Q2: 3,551 shares; 2026Q3: 3,546 shares 3,546 $335K 0.02% -5 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,745 shares; 2025Q1: 1,771 shares; 2025Q2: 1,785 shares; 2025Q3: 1,784 shares; 2025Q4: 1,214 shares; 2026Q1: 1,214 shares; 2026Q2: 1,249 shares; 2026Q3: 1,249 shares 1,249 $331K 0.02% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 4,624 shares; 2025Q4: not reported; 2026Q1: 4,333 shares; 2026Q2: 4,997 shares; 2026Q3: 5,654 shares 5,654 $327K 0.02% +657 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 988 shares; 2026Q2: 911 shares; 2026Q3: 911 shares 911 $325K 0.02% 0 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; 2024Q4: not reported; 2025Q1: 9,243 shares; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,284 shares; 2026Q1: 5,291 shares; 2026Q2: 5,298 shares; 2026Q3: 5,306 shares 5,306 $324K 0.02% +8 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,297 shares; 2025Q4: 1,410 shares; 2026Q1: 1,419 shares; 2026Q2: 1,408 shares; 2026Q3: 1,420 shares 1,420 $324K 0.02% +12 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; 2024Q4: 2,440 shares; 2025Q1: 2,433 shares; 2025Q2: 2,422 shares; 2025Q3: 2,820 shares; 2025Q4: 2,407 shares; 2026Q1: 2,400 shares; 2026Q2: 2,380 shares; 2026Q3: 2,374 shares 2,374 $322K 0.02% -6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: 1,328 shares; 2026Q1: 1,461 shares; 2026Q2: 1,388 shares; 2026Q3: 1,383 shares 1,383 $320K 0.02% -5 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,900 shares; 2025Q1: 3,795 shares; 2025Q2: 3,795 shares; 2025Q3: 3,795 shares; 2025Q4: 3,795 shares; 2026Q1: 3,795 shares; 2026Q2: 3,795 shares; 2026Q3: 3,795 shares 3,795 $319K 0.02% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,175 shares; 2026Q2: 1,249 shares; 2026Q3: 1,392 shares 1,392 $317K 0.02% +143 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,341 shares; 2026Q3: 1,341 shares 1,341 $316K 0.02% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,974 shares; 2026Q3: 4,510 shares 4,510 $314K 0.02% +1,536 Timeline HOPE HOPE BANCORP INC More: the full row for HOPE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,434 shares; 2025Q1: 27,578 shares; 2025Q2: 21,704 shares; 2025Q3: 25,067 shares; 2025Q4: 24,064 shares; 2026Q1: 23,684 shares; 2026Q2: 23,603 shares; 2026Q3: 23,603 shares 23,603 $314K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,653 shares 4,653 $313K 0.02% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,968 shares; 2025Q2: 5,727 shares; 2025Q3: 4,354 shares; 2025Q4: 4,168 shares; 2026Q1: 4,655 shares; 2026Q2: 4,958 shares; 2026Q3: 5,533 shares 5,533 $310K 0.02% +575 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,833 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares; 2026Q1: 733 shares; 2026Q2: 747 shares; 2026Q3: 744 shares 744 $310K 0.02% -3 Timeline CFBK CF BANKSHARES INC More: the full row for CF BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,090 shares; 2026Q1: 9,090 shares; 2026Q2: 9,090 shares; 2026Q3: 9,090 shares 9,090 $308K 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,916 shares; 2026Q2: 1,955 shares; 2026Q3: 1,916 shares 1,916 $308K 0.02% -39 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,457 shares; 2026Q3: 1,457 shares 1,457 $306K 0.02% 0 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,185 shares; 2026Q2: 18,128 shares; 2026Q3: 16,109 shares 16,109 $304K 0.02% -2,019 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,193 shares; 2026Q1: 18,500 shares; 2026Q2: 16,768 shares; 2026Q3: 20,340 shares 20,340 $304K 0.02% +3,572 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; 2024Q4: not reported; 2025Q1: 5,591 shares; 2025Q2: 5,515 shares; 2025Q3: 5,515 shares; 2025Q4: 5,515 shares; 2026Q1: 5,515 shares; 2026Q2: 5,515 shares; 2026Q3: 5,515 shares 5,515 $303K 0.02% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 943 shares; 2026Q3: 1,091 shares 1,091 $302K 0.02% +148 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 609 shares; 2026Q1: 904 shares; 2026Q2: 920 shares; 2026Q3: 905 shares 905 $300K 0.02% -15 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; 2024Q4: not reported; 2025Q1: 4,560 shares; 2025Q2: 3,934 shares; 2025Q3: 5,851 shares; 2025Q4: 4,882 shares; 2026Q1: 4,751 shares; 2026Q2: 3,779 shares; 2026Q3: 3,860 shares 3,860 $300K 0.02% +81 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; 2024Q4: 1,336 shares; 2025Q1: 1,415 shares; 2025Q2: 1,432 shares; 2025Q3: 1,537 shares; 2025Q4: 1,447 shares; 2026Q1: 1,966 shares; 2026Q2: 1,567 shares; 2026Q3: 1,840 shares 1,840 $300K 0.02% +273 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,703 shares; 2026Q2: 9,372 shares; 2026Q3: 10,102 shares 10,102 $300K 0.02% +730 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,994 shares; 2025Q4: 2,037 shares; 2026Q1: 2,513 shares; 2026Q2: 2,679 shares; 2026Q3: 2,674 shares 2,674 $299K 0.02% -5 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,051 shares; 2025Q4: 1,911 shares; 2026Q1: 1,909 shares; 2026Q2: 1,891 shares; 2026Q3: 1,885 shares 1,885 $298K 0.02% -6 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 4,415 shares; 2025Q2: 4,578 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,764 shares; 2026Q3: 4,751 shares 4,751 $295K 0.02% -13 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,765 shares; 2025Q4: 3,310 shares; 2026Q1: 4,768 shares; 2026Q2: 2,901 shares; 2026Q3: 3,209 shares 3,209 $293K 0.02% +308 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229 shares; 2026Q2: 235 shares; 2026Q3: 235 shares 235 $293K 0.02% 0 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,200 shares; 2025Q4: not reported; 2026Q1: 3,026 shares; 2026Q2: 3,026 shares; 2026Q3: 3,002 shares 3,002 $291K 0.02% -24 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 724 shares; 2026Q2: 723 shares; 2026Q3: 724 shares 724 $290K 0.02% +1 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,530 shares 4,530 $289K 0.02% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 879 shares; 2026Q3: 904 shares 904 $288K 0.02% +25 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,633 shares; 2025Q1: 3,457 shares; 2025Q2: 3,515 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,187 shares 5,187 $287K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,351 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares; 2026Q2: 1,201 shares; 2026Q3: 1,286 shares 1,286 $283K 0.02% +85 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares; 2026Q3: 5,000 shares 5,000 $282K 0.02% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,232 shares 1,232 $280K 0.02% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,967 shares; 2026Q3: 3,967 shares 3,967 $279K 0.02% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,344 shares; 2026Q3: 1,342 shares 1,342 $279K 0.02% -2 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; 2024Q4: 2,555 shares; 2025Q1: 2,718 shares; 2025Q2: 1,918 shares; 2025Q3: 2,312 shares; 2025Q4: not reported; 2026Q1: 2,845 shares; 2026Q2: 2,738 shares; 2026Q3: 3,439 shares 3,439 $279K 0.02% +701 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 731 shares 731 $276K 0.02% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 902 shares; 2025Q4: not reported; 2026Q1: 1,038 shares; 2026Q2: 1,322 shares; 2026Q3: 1,307 shares 1,307 $274K 0.02% -15 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,557 shares; 2026Q2: not reported; 2026Q3: 9,088 shares 9,088 $274K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,583 shares; 2025Q2: 2,649 shares; 2025Q3: 2,603 shares; 2025Q4: 2,603 shares; 2026Q1: 2,603 shares; 2026Q2: 2,633 shares; 2026Q3: 2,633 shares 2,633 $274K 0.02% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,753 shares; 2025Q1: 3,753 shares; 2025Q2: 3,753 shares; 2025Q3: 3,016 shares; 2025Q4: 2,804 shares; 2026Q1: 2,804 shares; 2026Q2: 3,364 shares; 2026Q3: 2,804 shares 2,804 $273K 0.02% -560 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,508 shares; 2026Q2: 4,508 shares; 2026Q3: 4,508 shares 4,508 $271K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,365 shares; 2026Q2: 5,782 shares; 2026Q3: 5,823 shares 5,823 $270K 0.02% +41 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 661 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,175 shares 1,175 $268K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,077 shares; 2025Q4: 1,232 shares; 2026Q1: 1,494 shares; 2026Q2: 1,181 shares; 2026Q3: 1,196 shares 1,196 $266K 0.02% +15 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,289 shares; 2026Q1: 1,189 shares; 2026Q2: 1,169 shares; 2026Q3: 1,301 shares 1,301 $265K 0.02% +132 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,597 shares; 2025Q4: 2,577 shares; 2026Q1: 3,377 shares; 2026Q2: not reported; 2026Q3: 1,723 shares 1,723 $262K 0.02% new 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; 2024Q4: 1,641 shares; 2025Q1: 1,641 shares; 2025Q2: 1,638 shares; 2025Q3: 1,673 shares; 2025Q4: 1,673 shares; 2026Q1: 1,672 shares; 2026Q2: 1,678 shares; 2026Q3: 1,670 shares 1,670 $259K 0.02% -8 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,146 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,872 shares; 2026Q1: 5,182 shares; 2026Q2: 4,845 shares; 2026Q3: 4,011 shares 4,011 $258K 0.02% -834 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,653 shares 1,653 $256K 0.02% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,349 shares; 2026Q2: 1,349 shares; 2026Q3: 1,349 shares 1,349 $255K 0.02% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 842 shares 842 $255K 0.02% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,947 shares 2,947 $254K 0.02% new Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 599 shares; 2025Q4: 589 shares; 2026Q1: 715 shares; 2026Q2: 4,919 shares; 2026Q3: 4,056 shares 4,056 $254K 0.02% -863 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,069 shares; 2025Q3: 4,748 shares; 2025Q4: 4,757 shares; 2026Q1: 4,757 shares; 2026Q2: 4,771 shares; 2026Q3: 5,076 shares 5,076 $251K 0.02% +305 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,624 shares; 2025Q4: 1,630 shares; 2026Q1: 2,508 shares; 2026Q2: 2,238 shares; 2026Q3: 2,223 shares 2,223 $249K 0.02% -15 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,418 shares; 2025Q3: not reported; 2025Q4: 5,618 shares; 2026Q1: not reported; 2026Q2: 5,768 shares; 2026Q3: 5,768 shares 5,768 $246K 0.02% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,012 shares; 2026Q1: not reported; 2026Q2: 1,668 shares; 2026Q3: 1,594 shares 1,594 $243K 0.01% -74 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 741 shares; 2025Q1: 898 shares; 2025Q2: 909 shares; 2025Q3: 1,161 shares; 2025Q4: 1,142 shares; 2026Q1: 1,156 shares; 2026Q2: 1,163 shares; 2026Q3: 876 shares 876 $242K 0.01% -287 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,737 shares; 2025Q1: 2,986 shares; 2025Q2: 3,394 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,623 shares; 2026Q3: 2,898 shares 2,898 $242K 0.01% +275 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,947 shares 3,947 $240K 0.01% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,860 shares; 2026Q2: not reported; 2026Q3: 2,915 shares 2,915 $240K 0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,426 shares; 2026Q3: 5,729 shares 5,729 $239K 0.01% +303 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 680 shares; 2025Q4: 690 shares; 2026Q1: 693 shares; 2026Q2: 693 shares; 2026Q3: 665 shares 665 $237K 0.01% -28 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,255 shares; 2026Q3: 2,381 shares 2,381 $236K 0.01% +126 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,536 shares; 2025Q1: 53,341 shares; 2025Q2: 46,683 shares; 2025Q3: 56,358 shares; 2025Q4: 53,928 shares; 2026Q1: 62,384 shares; 2026Q2: 52,172 shares; 2026Q3: 64,151 shares 64,151 $235K 0.01% +11,979 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 666 shares; 2026Q3: 668 shares 668 $235K 0.01% +2 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 512 shares; 2026Q1: 481 shares; 2026Q2: 498 shares; 2026Q3: 477 shares 477 $235K 0.01% -21 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 409 shares; 2026Q1: 496 shares; 2026Q2: 456 shares; 2026Q3: 454 shares 454 $235K 0.01% -2 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,082 shares; 2026Q3: 2,321 shares 2,321 $234K 0.01% +239 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,424 shares; 2026Q1: 2,602 shares; 2026Q2: 1,391 shares; 2026Q3: 1,300 shares 1,300 $233K 0.01% -91 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,324 shares; 2025Q3: 18,058 shares; 2025Q4: 18,058 shares; 2026Q1: 18,058 shares; 2026Q2: 18,058 shares; 2026Q3: 18,058 shares 18,058 $231K 0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,193 shares; 2026Q2: not reported; 2026Q3: 7,655 shares 7,655 $231K 0.01% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,428 shares; 2026Q2: 2,200 shares; 2026Q3: 2,155 shares 2,155 $230K 0.01% -45 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares; 2026Q2: 1,768 shares; 2026Q3: 3,777 shares 3,777 $229K 0.01% +2,009 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 521 shares; 2026Q2: 505 shares; 2026Q3: 506 shares 506 $226K 0.01% +1 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,529 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 3,432 shares 3,432 $225K 0.01% new Timeline AVEM 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,085 shares; 2026Q3: 2,371 shares 2,371 $223K 0.01% +286 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,149 shares; 2025Q1: 7,554 shares; 2025Q2: 6,128 shares; 2025Q3: 6,115 shares; 2025Q4: 6,110 shares; 2026Q1: 5,996 shares; 2026Q2: 5,547 shares; 2026Q3: 5,183 shares 5,183 $223K 0.01% -364 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 677 shares; 2026Q3: 722 shares 722 $222K 0.01% +45 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,774 shares; 2026Q3: 1,764 shares 1,764 $222K 0.01% -10 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,247 shares; 2026Q3: 1,234 shares 1,234 $220K 0.01% -13 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; 2024Q4: 18,219 shares; 2025Q1: 14,968 shares; 2025Q2: 17,288 shares; 2025Q3: 17,274 shares; 2025Q4: 8,650 shares; 2026Q1: 15,581 shares; 2026Q2: 12,228 shares; 2026Q3: 10,113 shares 10,113 $220K 0.01% -2,115 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,849 shares; 2026Q2: 2,911 shares; 2026Q3: 2,451 shares 2,451 $220K 0.01% -460 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,970 shares 7,970 $219K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,131 shares; 2026Q3: 1,131 shares 1,131 $219K 0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 923 shares; 2025Q2: 1,183 shares; 2025Q3: 1,170 shares; 2025Q4: not reported; 2026Q1: 1,444 shares; 2026Q2: 1,525 shares; 2026Q3: 1,352 shares 1,352 $216K 0.01% -173 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,714 shares; 2026Q1: 2,658 shares; 2026Q2: 2,587 shares; 2026Q3: 2,304 shares 2,304 $215K 0.01% -283 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,107 shares 1,107 $213K 0.01% new Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,071 shares; 2026Q2: 6,061 shares; 2026Q3: 6,061 shares 6,061 $212K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,318 shares; 2026Q3: 1,318 shares 1,318 $212K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,353 shares; 2026Q1: 6,897 shares; 2026Q2: 4,184 shares; 2026Q3: 4,331 shares 4,331 $210K 0.01% +147 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,927 shares; 2026Q1: 5,970 shares; 2026Q2: 5,945 shares; 2026Q3: 5,832 shares 5,832 $210K 0.01% -113 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares; 2026Q2: 2,955 shares; 2026Q3: 2,949 shares 2,949 $210K 0.01% -6 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156 shares; 2026Q3: 155 shares 155 $209K 0.01% -1 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,409 shares; 2026Q3: 3,409 shares 3,409 $209K 0.01% 0 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2,945 shares; 2025Q2: 3,523 shares; 2025Q3: 4,682 shares; 2025Q4: 4,496 shares; 2026Q1: 5,703 shares; 2026Q2: 5,856 shares; 2026Q3: 3,122 shares 3,122 $208K 0.01% -2,734 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 663 shares; 2025Q3: 759 shares; 2025Q4: 507 shares; 2026Q1: not reported; 2026Q2: 463 shares; 2026Q3: 490 shares 490 $207K 0.01% +27 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 717 shares 717 $207K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,669 shares; 2026Q2: 3,630 shares; 2026Q3: 3,756 shares 3,756 $206K 0.01% +126 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 953 shares; 2026Q1: not reported; 2026Q2: 628 shares; 2026Q3: 588 shares 588 $205K 0.01% -40 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,607 shares; 2025Q2: not reported; 2025Q3: 3,125 shares; 2025Q4: 3,947 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 5,767 shares 5,767 $204K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,340 shares; 2025Q4: 2,532 shares; 2026Q1: 3,874 shares; 2026Q2: 4,003 shares; 2026Q3: 2,454 shares 2,454 $203K 0.01% -1,549 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,243 shares; 2026Q3: 3,243 shares 3,243 $203K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 706 shares 706 $203K 0.01% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587 shares; 2026Q2: not reported; 2026Q3: 532 shares 532 $203K 0.01% new Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 520 shares 520 $202K 0.01% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,135 shares; 2025Q1: 5,067 shares; 2025Q2: 4,347 shares; 2025Q3: 4,703 shares; 2025Q4: 4,627 shares; 2026Q1: 3,871 shares; 2026Q2: 3,514 shares; 2026Q3: 2,475 shares 2,475 $202K 0.01% -1,039 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,361 shares; 2026Q2: 2,481 shares; 2026Q3: 2,170 shares 2,170 $202K 0.01% -311 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,595 shares; 2025Q4: 1,513 shares; 2026Q1: 1,898 shares; 2026Q2: 1,810 shares; 2026Q3: 1,479 shares 1,479 $202K 0.01% -331 Timeline 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,126 shares 4,126 $202K 0.01% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 675 shares; 2026Q3: 705 shares 705 $201K 0.01% +30 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 14,229 shares 14,229 $190K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,515 shares; 2026Q3: 14,691 shares 14,691 $189K 0.01% +4,176 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,477 shares; 2026Q3: 15,496 shares 15,496 $163K 0.01% +3,019 Timeline CWK CUSHMAN AND WAKEFIELD LTD More: the full row for CUSHMAN AND WAKEFIELD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,911 shares; 2026Q1: 12,891 shares; 2026Q2: 12,891 shares; 2026Q3: 12,965 shares 12,965 $153K 0.01% +74 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,404 shares 13,404 $152K 0.01% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,403 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,370 shares; 2025Q4: 10,269 shares; 2026Q1: 13,843 shares; 2026Q2: 12,661 shares; 2026Q3: 10,274 shares 10,274 $126K 0.01% -2,387 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,101 shares; 2025Q2: 10,162 shares; 2025Q3: 13,854 shares; 2025Q4: 14,377 shares; 2026Q1: 20,995 shares; 2026Q2: 20,953 shares; 2026Q3: 18,295 shares 18,295 $117K 0.01% -2,658 Timeline AGEN AGENUS INC More: the full row for AGENUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,100 shares 10,100 $100K 0.01% new Timeline ONCY ONCOLYTICS BIOTECH INC More: the full row for ONCOLYTICS BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 140,899 shares; 2026Q3: 142,341 shares 142,341 $95.1K 0.01% +1,442 Timeline BRBR BELLRING BRANDS INC More: the full row for BELLRING BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,262 shares 10,262 $78.9K <0.01% new Timeline CTKB CYTEK BIOSCIENCES INC More: the full row for CYTEK BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,962 shares; 2025Q3: 12,962 shares; 2025Q4: 12,962 shares; 2026Q1: 12,962 shares; 2026Q2: 12,962 shares; 2026Q3: 12,962 shares 12,962 $77.3K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,065 shares; 2026Q2: 11,499 shares; 2026Q3: 12,040 shares 12,040 $67.8K <0.01% +541 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,015 shares; 2026Q2: 12,015 shares; 2026Q3: 12,015 shares 12,015 $62.7K <0.01% 0 Timeline CLOV CLOVER HEALTH INVESTMENTS CO More: the full row for CLOVER HEALTH INVESTMENTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,546 shares; 2026Q2: 12,546 shares; 2026Q3: 12,546 shares 12,546 $54.1K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,086 shares 10,086 $53.3K <0.01% new Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,612 shares; 2026Q3: 13,612 shares 13,612 $51.6K <0.01% 0 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,056 shares; 2026Q2: 11,675 shares; 2026Q3: 16,173 shares 16,173 $34.3K <0.01% +4,498 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,113 shares; 2026Q2: 11,113 shares; 2026Q3: 11,113 shares 11,113 $32.5K <0.01% 0 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 10,274 shares 10,274 $31.8K <0.01% new Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 38,000 shares 38,000 $28.5K <0.01% new Timeline ELDN ELEDON PHARMACEUTICALS INC More: the full row for ELEDON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares; 2026Q3: 10,000 shares 10,000 $25.3K <0.01% 0 Timeline