IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,787 shares; 2024Q4: 8,322 shares; 2025Q1: 10,696 shares; 2025Q2: 14,810 shares; 2025Q3: 18,529 shares; 2025Q4: 26,166 shares; 2026Q1: 29,074 shares; 2026Q2: 34,120 shares 34,120 $25.6M 7.27% +5,046 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,583 shares; 2024Q4: 50,581 shares; 2025Q1: 47,661 shares; 2025Q2: 54,276 shares; 2025Q3: 59,661 shares; 2025Q4: 65,893 shares; 2026Q1: 73,592 shares; 2026Q2: 77,449 shares 77,449 $15.5M 4.41% +3,857 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,105 shares; 2024Q4: 33,116 shares; 2025Q1: 33,247 shares; 2025Q2: 33,597 shares; 2025Q3: 37,850 shares; 2025Q4: 41,775 shares; 2026Q1: 47,949 shares; 2026Q2: 48,301 shares 48,301 $14M 3.98% +352 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,169 shares; 2024Q4: 32,431 shares; 2025Q1: 32,369 shares; 2025Q2: 32,839 shares; 2025Q3: 32,960 shares; 2025Q4: 33,866 shares; 2026Q1: 34,315 shares; 2026Q2: 34,866 shares 34,866 $11.4M 3.25% +551 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,005 shares; 2024Q4: 19,012 shares; 2025Q1: 18,484 shares; 2025Q2: 20,483 shares; 2025Q3: 21,548 shares; 2025Q4: 22,959 shares; 2026Q1: 25,396 shares; 2026Q2: 23,898 shares 23,898 $8.91M 2.54% -1,498 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,467 shares; 2026Q1: 45,764 shares; 2026Q2: 64,889 shares 64,889 $7.72M 2.2% +19,125 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,404 shares; 2024Q4: 13,662 shares; 2025Q1: 15,027 shares; 2025Q2: 13,296 shares; 2025Q3: 14,405 shares; 2025Q4: 15,783 shares; 2026Q1: 17,350 shares; 2026Q2: 19,797 shares 19,797 $6.99M 1.99% +2,447 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,453 shares; 2024Q4: 3,988 shares; 2025Q1: 3,994 shares; 2025Q2: 3,796 shares; 2025Q3: 3,792 shares; 2025Q4: 13,928 shares; 2026Q1: 30,267 shares; 2026Q2: 31,436 shares 31,436 $6.85M 1.95% +1,169 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,367 shares; 2024Q4: 21,932 shares; 2025Q1: 22,178 shares; 2025Q2: 22,770 shares; 2025Q3: 24,346 shares; 2025Q4: 25,855 shares; 2026Q1: 28,384 shares; 2026Q2: 27,986 shares 27,986 $6.67M 1.9% -398 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,806 shares; 2024Q4: 9,870 shares; 2025Q1: 9,749 shares; 2025Q2: 10,593 shares; 2025Q3: 12,211 shares; 2025Q4: 14,517 shares; 2026Q1: 16,545 shares; 2026Q2: 17,889 shares 17,889 $6.39M 1.82% +1,344 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,382 shares; 2024Q4: 14,049 shares; 2025Q1: 12,226 shares; 2025Q2: 13,059 shares; 2025Q3: 13,790 shares; 2025Q4: 15,081 shares; 2026Q1: 16,026 shares; 2026Q2: 16,721 shares 16,721 $6.32M 1.8% +695 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,787 shares; 2024Q4: 50,725 shares; 2025Q1: 50,283 shares; 2025Q2: 50,174 shares; 2025Q3: 57,592 shares; 2025Q4: 56,597 shares; 2026Q1: 56,459 shares; 2026Q2: 61,637 shares 61,637 $5.36M 1.52% +5,178 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,936 shares; 2024Q4: 6,895 shares; 2025Q1: 9,134 shares; 2025Q2: 12,246 shares; 2025Q3: 12,902 shares; 2025Q4: 50,141 shares; 2026Q1: 60,554 shares; 2026Q2: 75,619 shares 75,619 $5.14M 1.46% +15,065 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,880 shares; 2024Q4: 63,120 shares; 2025Q1: 63,255 shares; 2025Q2: 63,483 shares; 2025Q3: 63,890 shares; 2025Q4: 81,243 shares; 2026Q1: 81,323 shares; 2026Q2: 81,117 shares 81,117 $4.64M 1.32% -206 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,112 shares; 2024Q4: 8,869 shares; 2025Q1: 8,419 shares; 2025Q2: 9,127 shares; 2025Q3: 9,498 shares; 2025Q4: 9,993 shares; 2026Q1: 10,811 shares; 2026Q2: 10,497 shares 10,497 $4.42M 1.26% -314 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,909 shares; 2026Q1: 10,811 shares; 2026Q2: 14,831 shares 14,831 $4.24M 1.2% +4,020 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,133 shares; 2024Q4: 6,190 shares; 2025Q1: 6,131 shares; 2025Q2: 6,178 shares; 2025Q3: 5,968 shares; 2025Q4: 6,413 shares; 2026Q1: 7,183 shares; 2026Q2: 7,329 shares 7,329 $4.13M 1.17% +146 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 3,409 shares; 2026Q1: 3,100 shares; 2026Q2: 3,478 shares 3,478 $4.01M 1.14% +378 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,301 shares; 2024Q4: 1,249 shares; 2025Q1: 1,252 shares; 2025Q2: 1,661 shares; 2025Q3: 1,694 shares; 2025Q4: 5,657 shares; 2026Q1: 6,199 shares; 2026Q2: 43,693 shares 43,693 $3.76M 1.07% +37,494 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,302 shares; 2026Q1: 43,876 shares; 2026Q2: 48,653 shares 48,653 $3.68M 1.05% +4,777 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,604 shares; 2024Q4: 24,732 shares; 2025Q1: 23,911 shares; 2025Q2: 23,636 shares; 2025Q3: 24,596 shares; 2025Q4: 27,355 shares; 2026Q1: 27,660 shares; 2026Q2: 29,987 shares 29,987 $3.52M 1% +2,327 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,341 shares; 2026Q2: 25,341 shares 25,341 $3.46M 0.99% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,663 shares; 2024Q4: 2,680 shares; 2025Q1: 2,502 shares; 2025Q2: 2,241 shares; 2025Q3: 2,740 shares; 2025Q4: 3,041 shares; 2026Q1: 2,678 shares; 2026Q2: 2,780 shares 2,780 $3.33M 0.95% +102 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,014 shares; 2024Q4: 3,890 shares; 2025Q1: 2,943 shares; 2025Q2: 3,141 shares; 2025Q3: 3,276 shares; 2025Q4: 3,346 shares; 2026Q1: 3,703 shares; 2026Q2: 4,310 shares 4,310 $3.22M 0.92% +607 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 1,016 shares; 2025Q1: 1,356 shares; 2025Q2: 1,765 shares; 2025Q3: 1,830 shares; 2025Q4: 5,314 shares; 2026Q1: 6,833 shares; 2026Q2: 9,188 shares 9,188 $3.15M 0.9% +2,355 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,367 shares; 2024Q4: 9,294 shares; 2025Q1: 10,224 shares; 2025Q2: 10,666 shares; 2025Q3: 11,395 shares; 2025Q4: 11,294 shares; 2026Q1: 12,296 shares; 2026Q2: 12,152 shares 12,152 $3.09M 0.88% -144 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,373 shares; 2024Q4: 20,010 shares; 2025Q1: 20,141 shares; 2025Q2: 22,180 shares; 2025Q3: 22,848 shares; 2025Q4: 26,956 shares; 2026Q1: 27,380 shares; 2026Q2: 26,765 shares 26,765 $3.03M 0.86% -615 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,819 shares; 2024Q4: 7,696 shares; 2025Q1: 7,110 shares; 2025Q2: 7,066 shares; 2025Q3: 14,197 shares; 2025Q4: 13,941 shares; 2026Q1: 13,833 shares; 2026Q2: 13,905 shares 13,905 $2.64M 0.75% +72 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,597 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 2,145 shares; 2025Q4: 2,418 shares; 2026Q1: 3,125 shares; 2026Q2: 4,360 shares 4,360 $2.53M 0.72% +1,235 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,592 shares; 2024Q4: 2,496 shares; 2025Q1: 2,709 shares; 2025Q2: 3,308 shares; 2025Q3: 3,359 shares; 2025Q4: 3,391 shares; 2026Q1: 3,819 shares; 2026Q2: 3,400 shares 3,400 $2.46M 0.7% -419 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,592 shares; 2024Q4: 12,633 shares; 2025Q1: 14,211 shares; 2025Q2: 13,066 shares; 2025Q3: 14,828 shares; 2025Q4: 14,944 shares; 2026Q1: 17,241 shares; 2026Q2: 16,981 shares 16,981 $2.32M 0.66% -260 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,326 shares; 2024Q4: not reported; 2025Q1: 11,022 shares; 2025Q2: 10,393 shares; 2025Q3: 10,832 shares; 2025Q4: 11,275 shares; 2026Q1: 13,704 shares; 2026Q2: 16,163 shares 16,163 $2.26M 0.64% +2,459 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,366 shares; 2024Q4: 12,503 shares; 2025Q1: 12,531 shares; 2025Q2: 11,813 shares; 2025Q3: 12,812 shares; 2025Q4: 12,192 shares; 2026Q1: 13,354 shares; 2026Q2: 13,288 shares 13,288 $2.2M 0.63% -66 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,680 shares; 2025Q1: 1,390 shares; 2025Q2: 1,594 shares; 2025Q3: 1,528 shares; 2025Q4: 1,749 shares; 2026Q1: 1,910 shares; 2026Q2: 2,003 shares 2,003 $2.13M 0.61% +93 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,225 shares; 2024Q4: 1,380 shares; 2025Q1: 1,951 shares; 2025Q2: 2,058 shares; 2025Q3: 2,639 shares; 2025Q4: 3,061 shares; 2026Q1: 3,829 shares; 2026Q2: 4,151 shares 4,151 $2.08M 0.59% +322 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 3,192 shares; 2025Q1: 3,460 shares; 2025Q2: 3,701 shares; 2025Q3: 3,806 shares; 2025Q4: 4,296 shares; 2026Q1: 5,108 shares; 2026Q2: 6,027 shares 6,027 $2.07M 0.59% +919 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,703 shares; 2024Q4: 11,714 shares; 2025Q1: 11,608 shares; 2025Q2: 11,794 shares; 2025Q3: 11,939 shares; 2025Q4: 11,991 shares; 2026Q1: 12,956 shares; 2026Q2: 13,088 shares 13,088 $1.92M 0.55% +132 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; 2024Q3: 1,315 shares; 2024Q4: 1,300 shares; 2025Q1: 1,303 shares; 2025Q2: 1,308 shares; 2025Q3: 1,308 shares; 2025Q4: 1,314 shares; 2026Q1: 1,342 shares; 2026Q2: 1,380 shares 1,380 $1.88M 0.53% +38 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,201 shares; 2024Q4: 6,684 shares; 2025Q1: 8,534 shares; 2025Q2: 11,579 shares; 2025Q3: 14,226 shares; 2025Q4: 7,505 shares; 2026Q1: 6,558 shares; 2026Q2: 8,388 shares 8,388 $1.84M 0.52% +1,830 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,258 shares; 2024Q4: 35,978 shares; 2025Q1: 41,767 shares; 2025Q2: 52,133 shares; 2025Q3: 60,428 shares; 2025Q4: 33,059 shares; 2026Q1: 28,449 shares; 2026Q2: 23,769 shares 23,769 $1.83M 0.52% -4,680 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,657 shares; 2024Q4: 78,657 shares; 2025Q1: 78,657 shares; 2025Q2: 78,657 shares; 2025Q3: 78,663 shares; 2025Q4: 78,664 shares; 2026Q1: 79,562 shares; 2026Q2: 79,653 shares 79,653 $1.8M 0.51% +91 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,769 shares; 2024Q4: 4,609 shares; 2025Q1: 4,772 shares; 2025Q2: 4,834 shares; 2025Q3: 5,443 shares; 2025Q4: 6,282 shares; 2026Q1: 6,659 shares; 2026Q2: 6,863 shares 6,863 $1.73M 0.49% +204 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,201 shares; 2024Q4: 4,251 shares; 2025Q1: 4,251 shares; 2025Q2: 4,664 shares; 2025Q3: 4,678 shares; 2025Q4: 4,691 shares; 2026Q1: 4,678 shares; 2026Q2: 4,643 shares 4,643 $1.72M 0.49% -35 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,238 shares; 2024Q4: 70,401 shares; 2025Q1: 85,173 shares; 2025Q2: 106,172 shares; 2025Q3: 121,291 shares; 2025Q4: 58,794 shares; 2026Q1: 49,494 shares; 2026Q2: 35,386 shares 35,386 $1.67M 0.48% -14,108 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,800 shares; 2025Q4: 3,188 shares; 2026Q1: 3,485 shares; 2026Q2: 3,835 shares 3,835 $1.66M 0.47% +350 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; 2024Q3: 63,325 shares; 2024Q4: 66,320 shares; 2025Q1: 79,511 shares; 2025Q2: 98,333 shares; 2025Q3: 114,823 shares; 2025Q4: 55,930 shares; 2026Q1: 47,054 shares; 2026Q2: 32,427 shares 32,427 $1.6M 0.45% -14,627 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,701 shares; 2024Q4: 4,727 shares; 2025Q1: 4,721 shares; 2025Q2: 4,746 shares; 2025Q3: 4,629 shares; 2025Q4: 4,411 shares; 2026Q1: 4,356 shares; 2026Q2: 4,439 shares 4,439 $1.53M 0.43% +83 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,646 shares; 2024Q4: 16,272 shares; 2025Q1: 19,781 shares; 2025Q2: 33,154 shares; 2025Q3: 73,167 shares; 2025Q4: 75,880 shares; 2026Q1: 81,549 shares; 2026Q2: 91,642 shares 91,642 $1.53M 0.43% +10,093 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,163 shares; 2025Q1: 15,979 shares; 2025Q2: 26,694 shares; 2025Q3: 59,100 shares; 2025Q4: 61,343 shares; 2026Q1: 65,771 shares; 2026Q2: 73,940 shares 73,940 $1.51M 0.43% +8,169 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,321 shares; 2024Q4: 14,328 shares; 2025Q1: 17,422 shares; 2025Q2: 29,295 shares; 2025Q3: 64,688 shares; 2025Q4: 67,074 shares; 2026Q1: 71,978 shares; 2026Q2: 80,914 shares 80,914 $1.5M 0.43% +8,936 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,577 shares; 2025Q1: 16,505 shares; 2025Q2: 27,672 shares; 2025Q3: 61,502 shares; 2025Q4: 63,958 shares; 2026Q1: 68,598 shares; 2026Q2: 76,599 shares 76,599 $1.5M 0.43% +8,001 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,731 shares; 2024Q4: 3,424 shares; 2025Q1: 3,076 shares; 2025Q2: 3,022 shares; 2025Q3: 3,065 shares; 2025Q4: 2,955 shares; 2026Q1: 3,342 shares; 2026Q2: 4,402 shares 4,402 $1.5M 0.43% +1,060 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,974 shares; 2025Q1: 17,036 shares; 2025Q2: 30,425 shares; 2025Q3: 68,571 shares; 2025Q4: 72,803 shares; 2026Q1: 80,413 shares; 2026Q2: 90,601 shares 90,601 $1.48M 0.42% +10,188 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,603 shares; 2025Q1: 16,482 shares; 2025Q2: 27,702 shares; 2025Q3: 61,811 shares; 2025Q4: 64,435 shares; 2026Q1: 69,120 shares; 2026Q2: 75,759 shares 75,759 $1.48M 0.42% +6,639 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,222 shares; 2024Q4: 3,244 shares; 2025Q1: 3,178 shares; 2025Q2: 3,045 shares; 2025Q3: 3,051 shares; 2025Q4: 3,021 shares; 2026Q1: 2,913 shares; 2026Q2: 2,799 shares 2,799 $1.44M 0.41% -114 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,026 shares; 2024Q4: 9,997 shares; 2025Q1: 8,648 shares; 2025Q2: 8,808 shares; 2025Q3: 8,525 shares; 2025Q4: 7,795 shares; 2026Q1: 6,076 shares; 2026Q2: 5,611 shares 5,611 $1.43M 0.41% -465 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,392 shares; 2024Q4: 11,571 shares; 2025Q1: 11,655 shares; 2025Q2: 11,683 shares; 2025Q3: 11,987 shares; 2025Q4: 10,395 shares; 2026Q1: 10,190 shares; 2026Q2: 10,392 shares 10,392 $1.42M 0.4% +202 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,575 shares; 2025Q1: 6,970 shares; 2025Q2: 6,222 shares; 2025Q3: 6,492 shares; 2025Q4: 6,949 shares; 2026Q1: 7,203 shares; 2026Q2: 7,675 shares 7,675 $1.3M 0.37% +472 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,408 shares; 2026Q1: 51,272 shares; 2026Q2: 63,159 shares 63,159 $1.3M 0.37% +11,887 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 364 shares; 2026Q1: 449 shares; 2026Q2: 4,265 shares 4,265 $1.29M 0.37% +3,816 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,349 shares; 2026Q1: 2,694 shares; 2026Q2: 2,955 shares 2,955 $1.27M 0.36% +261 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 863 shares; 2024Q4: 865 shares; 2025Q1: 823 shares; 2025Q2: 747 shares; 2025Q3: 756 shares; 2025Q4: 1,018 shares; 2026Q1: 1,143 shares; 2026Q2: 1,253 shares 1,253 $1.27M 0.36% +110 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,553 shares; 2025Q1: 1,432 shares; 2025Q2: 1,411 shares; 2025Q3: 1,415 shares; 2025Q4: 2,476 shares; 2026Q1: 2,604 shares; 2026Q2: 2,552 shares 2,552 $1.22M 0.35% -52 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,048 shares; 2024Q4: 13,604 shares; 2025Q1: 11,062 shares; 2025Q2: 10,239 shares; 2025Q3: 9,924 shares; 2025Q4: 8,227 shares; 2026Q1: 9,540 shares; 2026Q2: 9,417 shares 9,417 $1.21M 0.34% -123 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,983 shares; 2024Q4: 16,634 shares; 2025Q1: 19,810 shares; 2025Q2: 15,874 shares; 2025Q3: 15,622 shares; 2025Q4: 12,637 shares; 2026Q1: 14,379 shares; 2026Q2: 14,504 shares 14,504 $1.18M 0.34% +125 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 1,278 shares; 2025Q1: 1,866 shares; 2025Q2: 2,098 shares; 2025Q3: 2,293 shares; 2025Q4: 2,409 shares; 2026Q1: 3,008 shares; 2026Q2: 3,152 shares 3,152 $1.18M 0.34% +144 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,124 shares; 2024Q4: 14,973 shares; 2025Q1: 14,562 shares; 2025Q2: 14,484 shares; 2025Q3: 14,351 shares; 2025Q4: 16,577 shares; 2026Q1: 16,203 shares; 2026Q2: 15,797 shares 15,797 $1.17M 0.33% -406 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,091 shares; 2024Q4: 16,916 shares; 2025Q1: 15,620 shares; 2025Q2: 17,204 shares; 2025Q3: 17,489 shares; 2025Q4: 19,596 shares; 2026Q1: 18,422 shares; 2026Q2: 20,405 shares 20,405 $1.16M 0.33% +1,983 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,709 shares; 2026Q2: 12,709 shares 12,709 $1.13M 0.32% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 760 shares; 2025Q1: 842 shares; 2025Q2: 984 shares; 2025Q3: 704 shares; 2025Q4: 747 shares; 2026Q1: 877 shares; 2026Q2: 945 shares 945 $1.11M 0.32% +68 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,158 shares; 2025Q3: 5,904 shares; 2025Q4: 9,478 shares; 2026Q1: 9,521 shares; 2026Q2: 14,233 shares 14,233 $1.08M 0.31% +4,712 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,772 shares; 2024Q4: 1,750 shares; 2025Q1: 1,803 shares; 2025Q2: 1,861 shares; 2025Q3: 1,637 shares; 2025Q4: 16,411 shares; 2026Q1: 18,576 shares; 2026Q2: 14,705 shares 14,705 $1.05M 0.3% -3,871 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,317 shares; 2024Q4: 808 shares; 2025Q1: 902 shares; 2025Q2: 1,167 shares; 2025Q3: 1,573 shares; 2025Q4: 1,788 shares; 2026Q1: 2,244 shares; 2026Q2: 2,485 shares 2,485 $1.03M 0.29% +241 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,322 shares; 2024Q4: 1,339 shares; 2025Q1: 1,246 shares; 2025Q2: 1,237 shares; 2025Q3: 1,198 shares; 2025Q4: 1,025 shares; 2026Q1: 1,065 shares; 2026Q2: 1,042 shares 1,042 $1.02M 0.29% -23 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 925 shares; 2026Q2: 1,025 shares 1,025 $989K 0.28% +100 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 433 shares 433 $985K 0.28% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: 856 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,029 shares; 2025Q4: 935 shares; 2026Q1: 1,014 shares; 2026Q2: 1,272 shares 1,272 $971K 0.28% +258 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,332 shares; 2024Q4: 4,504 shares; 2025Q1: 4,339 shares; 2025Q2: 4,324 shares; 2025Q3: 4,342 shares; 2025Q4: 4,527 shares; 2026Q1: 5,204 shares; 2026Q2: 5,320 shares 5,320 $962K 0.27% +116 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,079 shares; 2026Q2: 11,079 shares 11,079 $947K 0.27% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,595 shares; 2026Q1: 1,417 shares; 2026Q2: 1,442 shares 1,442 $921K 0.26% +25 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,901 shares; 2024Q4: 2,866 shares; 2025Q1: 2,868 shares; 2025Q2: 3,017 shares; 2025Q3: 3,065 shares; 2025Q4: 3,163 shares; 2026Q1: 2,924 shares; 2026Q2: 2,892 shares 2,892 $910K 0.26% -32 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,623 shares 2,623 $902K 0.26% +173 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,812 shares; 2024Q4: 7,791 shares; 2025Q1: 7,124 shares; 2025Q2: 6,590 shares; 2025Q3: 6,407 shares; 2025Q4: 6,308 shares; 2026Q1: 6,453 shares; 2026Q2: 5,912 shares 5,912 $896K 0.25% -541 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 637 shares; 2024Q4: 637 shares; 2025Q1: 637 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 762 shares; 2026Q2: 7,479 shares 7,479 $894K 0.25% +6,717 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539 shares; 2024Q4: 555 shares; 2025Q1: 549 shares; 2025Q2: 646 shares; 2025Q3: 640 shares; 2025Q4: 633 shares; 2026Q1: 997 shares; 2026Q2: 944 shares 944 $883K 0.25% -53 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,439 shares; 2024Q4: 2,550 shares; 2025Q1: 2,323 shares; 2025Q2: 2,599 shares; 2025Q3: 2,776 shares; 2025Q4: 1,997 shares; 2026Q1: 2,159 shares; 2026Q2: 2,485 shares 2,485 $876K 0.25% +326 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,971 shares; 2024Q4: 4,573 shares; 2025Q1: 4,393 shares; 2025Q2: 4,007 shares; 2025Q3: 4,346 shares; 2025Q4: 3,794 shares; 2026Q1: 4,121 shares; 2026Q2: 4,034 shares 4,034 $873K 0.25% -87 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,541 shares; 2025Q1: 1,855 shares; 2025Q2: 2,609 shares; 2025Q3: 3,646 shares; 2025Q4: 5,077 shares; 2026Q1: 4,745 shares; 2026Q2: 31,690 shares 31,690 $869K 0.25% +26,945 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,415 shares; 2025Q1: 2,498 shares; 2025Q2: 2,494 shares; 2025Q3: 2,493 shares; 2025Q4: 2,624 shares; 2026Q1: 3,165 shares; 2026Q2: 3,438 shares 3,438 $818K 0.23% +273 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,349 shares; 2024Q4: 5,837 shares; 2025Q1: 5,164 shares; 2025Q2: 5,449 shares; 2025Q3: 5,310 shares; 2025Q4: 5,444 shares; 2026Q1: 5,520 shares; 2026Q2: 5,840 shares 5,840 $817K 0.23% +320 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,210 shares; 2024Q4: 3,264 shares; 2025Q1: 3,496 shares; 2025Q2: 3,681 shares; 2025Q3: 3,718 shares; 2025Q4: 4,217 shares; 2026Q1: 4,516 shares; 2026Q2: 4,564 shares 4,564 $805K 0.23% +48 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,238 shares; 2024Q4: 2,062 shares; 2025Q1: 2,207 shares; 2025Q2: 2,360 shares; 2025Q3: 2,108 shares; 2025Q4: 2,005 shares; 2026Q1: 2,244 shares; 2026Q2: 2,218 shares 2,218 $803K 0.23% -26 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,490 shares; 2024Q4: 6,521 shares; 2025Q1: 6,555 shares; 2025Q2: 6,261 shares; 2025Q3: 5,909 shares; 2025Q4: 5,126 shares; 2026Q1: 5,523 shares; 2026Q2: 5,383 shares 5,383 $789K 0.22% -140 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 897 shares; 2024Q4: 760 shares; 2025Q1: 762 shares; 2025Q2: 774 shares; 2025Q3: 991 shares; 2025Q4: 1,273 shares; 2026Q1: 1,386 shares; 2026Q2: 1,569 shares 1,569 $787K 0.22% +183 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; 2024Q3: 5,103 shares; 2024Q4: 5,295 shares; 2025Q1: 4,697 shares; 2025Q2: 15,588 shares; 2025Q3: 15,896 shares; 2025Q4: 10,317 shares; 2026Q1: 9,739 shares; 2026Q2: 9,021 shares 9,021 $785K 0.22% -718 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,360 shares; 2024Q4: 2,367 shares; 2025Q1: 1,932 shares; 2025Q2: 2,083 shares; 2025Q3: 2,105 shares; 2025Q4: 1,593 shares; 2026Q1: 1,679 shares; 2026Q2: 1,836 shares 1,836 $782K 0.22% +157 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,898 shares; 2024Q4: 6,320 shares; 2025Q1: 6,547 shares; 2025Q2: 5,927 shares; 2025Q3: 5,406 shares; 2025Q4: 5,907 shares; 2026Q1: 4,942 shares; 2026Q2: 4,178 shares 4,178 $772K 0.22% -764 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,784 shares; 2024Q4: 3,027 shares; 2025Q1: 2,787 shares; 2025Q2: 2,922 shares; 2025Q3: 2,913 shares; 2025Q4: 3,097 shares; 2026Q1: 3,215 shares; 2026Q2: 3,691 shares 3,691 $772K 0.22% +476 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,937 shares; 2024Q4: 7,200 shares; 2025Q1: 7,272 shares; 2025Q2: 8,467 shares; 2025Q3: 9,764 shares; 2025Q4: 9,398 shares; 2026Q1: 9,301 shares; 2026Q2: 9,288 shares 9,288 $768K 0.22% -13 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,909 shares; 2024Q4: 4,005 shares; 2025Q1: 3,786 shares; 2025Q2: 5,346 shares; 2025Q3: 5,357 shares; 2025Q4: 4,902 shares; 2026Q1: 5,163 shares; 2026Q2: 4,480 shares 4,480 $757K 0.22% -683 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 382 shares 382 $757K 0.22% +190 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,312 shares; 2024Q4: 4,389 shares; 2025Q1: 3,733 shares; 2025Q2: 3,644 shares; 2025Q3: 3,804 shares; 2025Q4: 2,916 shares; 2026Q1: 2,846 shares; 2026Q2: 2,988 shares 2,988 $736K 0.21% +142 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,186 shares; 2025Q1: 3,599 shares; 2025Q2: 5,140 shares; 2025Q3: 5,143 shares; 2025Q4: 5,937 shares; 2026Q1: 7,207 shares; 2026Q2: 6,254 shares 6,254 $730K 0.21% -953 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,185 shares; 2024Q4: 1,150 shares; 2025Q1: 952 shares; 2025Q2: 974 shares; 2025Q3: 883 shares; 2025Q4: 875 shares; 2026Q1: 946 shares; 2026Q2: 1,011 shares 1,011 $728K 0.21% +65 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,060 shares; 2024Q4: 18,314 shares; 2025Q1: 16,175 shares; 2025Q2: 15,864 shares; 2025Q3: 12,643 shares; 2025Q4: 12,275 shares; 2026Q1: 11,734 shares; 2026Q2: 10,893 shares 10,893 $722K 0.21% -841 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,452 shares; 2024Q4: 1,426 shares; 2025Q1: 1,716 shares; 2025Q2: 1,746 shares; 2025Q3: 1,967 shares; 2025Q4: 2,243 shares; 2026Q1: 2,339 shares; 2026Q2: 2,566 shares 2,566 $722K 0.21% +227 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,436 shares; 2024Q4: 16,686 shares; 2025Q1: 16,886 shares; 2025Q2: 16,856 shares; 2025Q3: 17,006 shares; 2025Q4: 17,006 shares; 2026Q1: 16,806 shares; 2026Q2: 16,156 shares 16,156 $719K 0.2% -650 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,289 shares; 2024Q4: 3,340 shares; 2025Q1: 3,285 shares; 2025Q2: 3,572 shares; 2025Q3: 3,648 shares; 2025Q4: 3,288 shares; 2026Q1: 3,288 shares; 2026Q2: 3,456 shares 3,456 $693K 0.2% +168 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,630 shares; 2024Q4: 2,625 shares; 2025Q1: 2,538 shares; 2025Q2: 2,553 shares; 2025Q3: 2,700 shares; 2025Q4: 2,608 shares; 2026Q1: 2,961 shares; 2026Q2: 2,547 shares 2,547 $688K 0.2% -414 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,948 shares; 2024Q4: 11,904 shares; 2025Q1: 10,818 shares; 2025Q2: 10,944 shares; 2025Q3: 10,804 shares; 2025Q4: 9,437 shares; 2026Q1: 9,274 shares; 2026Q2: 9,670 shares 9,670 $682K 0.19% +396 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,133 shares; 2024Q4: 11,796 shares; 2025Q1: 12,314 shares; 2025Q2: 12,591 shares; 2025Q3: 12,138 shares; 2025Q4: 10,210 shares; 2026Q1: 9,954 shares; 2026Q2: 11,587 shares 11,587 $670K 0.19% +1,633 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,147 shares; 2024Q4: 1,227 shares; 2025Q1: 1,049 shares; 2025Q2: 1,108 shares; 2025Q3: 1,168 shares; 2025Q4: 1,498 shares; 2026Q1: 1,843 shares; 2026Q2: 2,001 shares 2,001 $661K 0.19% +158 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 488 shares; 2025Q1: 495 shares; 2025Q2: 826 shares; 2025Q3: 675 shares; 2025Q4: 691 shares; 2026Q1: 1,003 shares; 2026Q2: 1,036 shares 1,036 $657K 0.19% +33 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,805 shares; 2024Q4: 2,811 shares; 2025Q1: 2,651 shares; 2025Q2: 2,248 shares; 2025Q3: 2,194 shares; 2025Q4: 1,798 shares; 2026Q1: 1,978 shares; 2026Q2: 2,198 shares 2,198 $655K 0.19% +220 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 763 shares; 2025Q1: 731 shares; 2025Q2: 1,023 shares; 2025Q3: 1,162 shares; 2025Q4: 1,619 shares; 2026Q1: 1,906 shares; 2026Q2: 1,910 shares 1,910 $651K 0.19% +4 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,034 shares; 2024Q4: 16,269 shares; 2025Q1: 20,062 shares; 2025Q2: 19,465 shares; 2025Q3: 17,971 shares; 2025Q4: 13,381 shares; 2026Q1: 15,489 shares; 2026Q2: 15,355 shares 15,355 $650K 0.18% -134 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,395 shares; 2024Q4: 5,301 shares; 2025Q1: 4,323 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,482 shares; 2026Q1: 1,424 shares; 2026Q2: 1,318 shares 1,318 $638K 0.18% -106 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; 2024Q3: 137 shares; 2024Q4: 137 shares; 2025Q1: 141 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 134 shares; 2026Q1: 138 shares; 2026Q2: 3,568 shares 3,568 $636K 0.18% +3,430 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,676 shares; 2024Q4: 2,747 shares; 2025Q1: 2,568 shares; 2025Q2: 2,532 shares; 2025Q3: 2,574 shares; 2025Q4: 2,253 shares; 2026Q1: 2,318 shares; 2026Q2: 2,345 shares 2,345 $634K 0.18% +27 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,756 shares; 2024Q4: 5,098 shares; 2025Q1: 4,999 shares; 2025Q2: 5,160 shares; 2025Q3: 5,362 shares; 2025Q4: 6,268 shares; 2026Q1: 5,588 shares; 2026Q2: 6,442 shares 6,442 $620K 0.18% +854 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 796 shares; 2026Q1: 837 shares; 2026Q2: 865 shares 865 $617K 0.18% +28 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: 3,034 shares; 2025Q1: 3,516 shares; 2025Q2: 2,768 shares; 2025Q3: 3,779 shares; 2025Q4: 4,763 shares; 2026Q1: 4,769 shares; 2026Q2: 4,520 shares 4,520 $612K 0.17% -249 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 598 shares; 2024Q4: 522 shares; 2025Q1: 662 shares; 2025Q2: 657 shares; 2025Q3: 695 shares; 2025Q4: 690 shares; 2026Q1: 1,029 shares; 2026Q2: 1,176 shares 1,176 $610K 0.17% +147 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,945 shares; 2024Q4: 1,843 shares; 2025Q1: 1,736 shares; 2025Q2: 1,871 shares; 2025Q3: 1,889 shares; 2025Q4: 1,553 shares; 2026Q1: 1,705 shares; 2026Q2: 1,715 shares 1,715 $608K 0.17% +10 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,186 shares; 2024Q4: 13,674 shares; 2025Q1: 12,343 shares; 2025Q2: 12,482 shares; 2025Q3: 12,181 shares; 2025Q4: 9,939 shares; 2026Q1: 10,063 shares; 2026Q2: 10,030 shares 10,030 $606K 0.17% -33 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,551 shares; 2024Q4: 2,832 shares; 2025Q1: 4,362 shares; 2025Q2: 10,413 shares; 2025Q3: 9,802 shares; 2025Q4: 6,862 shares; 2026Q1: 6,379 shares; 2026Q2: 5,817 shares 5,817 $605K 0.17% -562 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,338 shares; 2024Q4: not reported; 2025Q1: 5,481 shares; 2025Q2: 5,088 shares; 2025Q3: 5,023 shares; 2025Q4: 5,145 shares; 2026Q1: 5,673 shares; 2026Q2: 5,756 shares 5,756 $595K 0.17% +83 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,474 shares; 2025Q1: 1,380 shares; 2025Q2: 1,481 shares; 2025Q3: 1,435 shares; 2025Q4: 1,020 shares; 2026Q1: 988 shares; 2026Q2: 888 shares 888 $592K 0.17% -100 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 887 shares; 2025Q1: 783 shares; 2025Q2: 918 shares; 2025Q3: 986 shares; 2025Q4: 1,246 shares; 2026Q1: 1,432 shares; 2026Q2: 1,746 shares 1,746 $591K 0.17% +314 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,113 shares; 2024Q4: 11,683 shares; 2025Q1: 10,816 shares; 2025Q2: 9,142 shares; 2025Q3: 8,823 shares; 2025Q4: 7,263 shares; 2026Q1: 7,190 shares; 2026Q2: 6,973 shares 6,973 $591K 0.17% -217 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; 2024Q3: not reported; 2024Q4: 1,210 shares; 2025Q1: 1,140 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,874 shares; 2026Q1: 2,075 shares; 2026Q2: 2,353 shares 2,353 $588K 0.17% +278 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,012 shares; 2025Q3: 3,453 shares; 2025Q4: 4,387 shares; 2026Q1: 4,862 shares; 2026Q2: 4,488 shares 4,488 $567K 0.16% -374 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,823 shares; 2024Q4: 2,957 shares; 2025Q1: 3,986 shares; 2025Q2: 4,423 shares; 2025Q3: 4,463 shares; 2025Q4: 3,805 shares; 2026Q1: 5,017 shares; 2026Q2: 6,199 shares 6,199 $562K 0.16% +1,182 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 252 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 444 shares; 2026Q2: 495 shares 495 $561K 0.16% +51 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,555 shares; 2024Q4: 7,604 shares; 2025Q1: 7,581 shares; 2025Q2: 7,581 shares; 2025Q3: 7,581 shares; 2025Q4: 7,269 shares; 2026Q1: 7,269 shares; 2026Q2: 7,269 shares 7,269 $560K 0.16% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,147 shares; 2024Q4: 29,273 shares; 2025Q1: 27,776 shares; 2025Q2: 27,776 shares; 2025Q3: 26,029 shares; 2025Q4: 23,396 shares; 2026Q1: 23,175 shares; 2026Q2: 23,175 shares 23,175 $549K 0.16% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,964 shares; 2026Q2: 2,894 shares 2,894 $549K 0.16% -70 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,719 shares; 2026Q1: 2,216 shares; 2026Q2: 2,410 shares 2,410 $547K 0.16% +194 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,474 shares; 2024Q4: 4,745 shares; 2025Q1: 5,054 shares; 2025Q2: 5,708 shares; 2025Q3: 5,815 shares; 2025Q4: 5,422 shares; 2026Q1: 7,177 shares; 2026Q2: 7,602 shares 7,602 $547K 0.16% +425 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,347 shares; 2025Q3: 3,161 shares; 2025Q4: 4,169 shares; 2026Q1: 4,610 shares; 2026Q2: 5,616 shares 5,616 $542K 0.15% +1,006 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,640 shares; 2024Q4: 3,649 shares; 2025Q1: 3,385 shares; 2025Q2: 3,388 shares; 2025Q3: 3,282 shares; 2025Q4: 3,236 shares; 2026Q1: 2,999 shares; 2026Q2: 2,395 shares 2,395 $528K 0.15% -604 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,140 shares; 2025Q1: 2,120 shares; 2025Q2: 1,788 shares; 2025Q3: 1,713 shares; 2025Q4: 1,902 shares; 2026Q1: 2,419 shares; 2026Q2: 2,377 shares 2,377 $519K 0.15% -42 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 409 shares; 2024Q4: 376 shares; 2025Q1: 424 shares; 2025Q2: 487 shares; 2025Q3: 423 shares; 2025Q4: 555 shares; 2026Q1: 632 shares; 2026Q2: 683 shares 683 $516K 0.15% +51 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,799 shares; 2024Q4: 4,855 shares; 2025Q1: 4,659 shares; 2025Q2: 4,321 shares; 2025Q3: 4,307 shares; 2025Q4: 3,984 shares; 2026Q1: 3,090 shares; 2026Q2: 4,375 shares 4,375 $515K 0.15% +1,285 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,242 shares; 2024Q4: 12,145 shares; 2025Q1: 11,493 shares; 2025Q2: 11,104 shares; 2025Q3: 9,361 shares; 2025Q4: 9,200 shares; 2026Q1: 9,574 shares; 2026Q2: 8,874 shares 8,874 $511K 0.15% -700 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,564 shares; 2024Q4: 5,729 shares; 2025Q1: 4,743 shares; 2025Q2: 5,119 shares; 2025Q3: 5,342 shares; 2025Q4: 5,338 shares; 2026Q1: 6,279 shares; 2026Q2: 5,790 shares 5,790 $508K 0.14% -489 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,886 shares; 2024Q4: not reported; 2025Q1: 2,129 shares; 2025Q2: 2,105 shares; 2025Q3: 2,601 shares; 2025Q4: 2,538 shares; 2026Q1: 3,326 shares; 2026Q2: 3,968 shares 3,968 $502K 0.14% +642 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,135 shares; 2024Q4: 960 shares; 2025Q1: 780 shares; 2025Q2: 895 shares; 2025Q3: 850 shares; 2025Q4: 838 shares; 2026Q1: 993 shares; 2026Q2: 1,022 shares 1,022 $502K 0.14% +29 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,661 shares; 2024Q4: 23,206 shares; 2025Q1: 22,787 shares; 2025Q2: 23,006 shares; 2025Q3: 21,475 shares; 2025Q4: 21,538 shares; 2026Q1: 20,907 shares; 2026Q2: 24,599 shares 24,599 $501K 0.14% +3,692 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,081 shares; 2024Q4: 1,796 shares; 2025Q1: 1,830 shares; 2025Q2: 2,175 shares; 2025Q3: 2,035 shares; 2025Q4: 1,947 shares; 2026Q1: 1,941 shares; 2026Q2: 1,941 shares 1,941 $496K 0.14% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 693 shares; 2024Q4: 667 shares; 2025Q1: 748 shares; 2025Q2: 792 shares; 2025Q3: 753 shares; 2025Q4: 798 shares; 2026Q1: 919 shares; 2026Q2: 986 shares 986 $490K 0.14% +67 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,474 shares; 2024Q4: 13,124 shares; 2025Q1: 14,999 shares; 2025Q2: 16,377 shares; 2025Q3: 19,502 shares; 2025Q4: 19,751 shares; 2026Q1: 23,387 shares; 2026Q2: 23,643 shares 23,643 $489K 0.14% +256 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,909 shares; 2024Q4: 4,358 shares; 2025Q1: 4,238 shares; 2025Q2: 4,308 shares; 2025Q3: 4,249 shares; 2025Q4: 4,683 shares; 2026Q1: 4,758 shares; 2026Q2: 4,948 shares 4,948 $476K 0.14% +190 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,526 shares; 2026Q1: 3,014 shares; 2026Q2: 3,269 shares 3,269 $473K 0.13% +255 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,278 shares; 2025Q4: 1,486 shares; 2026Q1: 1,591 shares; 2026Q2: 1,718 shares 1,718 $462K 0.13% +127 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,609 shares; 2024Q4: 3,844 shares; 2025Q1: 3,494 shares; 2025Q2: 3,725 shares; 2025Q3: 3,630 shares; 2025Q4: 2,978 shares; 2026Q1: 2,757 shares; 2026Q2: 2,531 shares 2,531 $436K 0.12% -226 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,904 shares; 2024Q4: 1,969 shares; 2025Q1: 1,703 shares; 2025Q2: 1,715 shares; 2025Q3: 1,670 shares; 2025Q4: 1,593 shares; 2026Q1: 1,490 shares; 2026Q2: 1,944 shares 1,944 $435K 0.12% +454 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 649 shares; 2025Q4: 767 shares; 2026Q1: 907 shares; 2026Q2: 1,136 shares 1,136 $426K 0.12% +229 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 1,420 shares; 2025Q1: 1,370 shares; 2025Q2: 1,455 shares; 2025Q3: 1,641 shares; 2025Q4: 1,183 shares; 2026Q1: 1,584 shares; 2026Q2: 1,555 shares 1,555 $423K 0.12% -29 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,017 shares; 2025Q2: 3,268 shares; 2025Q3: 3,343 shares; 2025Q4: 3,725 shares; 2026Q1: 4,529 shares; 2026Q2: 4,568 shares 4,568 $422K 0.12% +39 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,729 shares 2,729 $419K 0.12% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,612 shares; 2025Q1: 1,587 shares; 2025Q2: 1,756 shares; 2025Q3: 1,582 shares; 2025Q4: 1,402 shares; 2026Q1: 1,406 shares; 2026Q2: 1,382 shares 1,382 $417K 0.12% -24 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 2,185 shares; 2025Q1: 1,952 shares; 2025Q2: 1,978 shares; 2025Q3: 1,929 shares; 2025Q4: 1,664 shares; 2026Q1: 1,672 shares; 2026Q2: 1,490 shares 1,490 $415K 0.12% -182 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,951 shares; 2026Q1: 3,922 shares; 2026Q2: 3,847 shares 3,847 $414K 0.12% -75 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,637 shares; 2024Q4: 2,589 shares; 2025Q1: 2,315 shares; 2025Q2: 2,372 shares; 2025Q3: 2,524 shares; 2025Q4: 2,436 shares; 2026Q1: 2,634 shares; 2026Q2: 2,574 shares 2,574 $411K 0.12% -60 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,021 shares; 2025Q1: 1,028 shares; 2025Q2: 1,088 shares; 2025Q3: 1,028 shares; 2025Q4: 1,622 shares; 2026Q1: 1,640 shares; 2026Q2: 1,427 shares 1,427 $404K 0.11% -213 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,397 shares; 2026Q2: 1,550 shares 1,550 $404K 0.11% +153 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 282 shares; 2025Q4: 730 shares; 2026Q1: 769 shares; 2026Q2: 779 shares 779 $401K 0.11% +10 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,594 shares; 2024Q4: 5,881 shares; 2025Q1: 5,418 shares; 2025Q2: 5,506 shares; 2025Q3: 5,474 shares; 2025Q4: 4,658 shares; 2026Q1: 4,961 shares; 2026Q2: 4,955 shares 4,955 $398K 0.11% -6 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 294 shares; 2025Q1: 283 shares; 2025Q2: 312 shares; 2025Q3: 329 shares; 2025Q4: 365 shares; 2026Q1: 390 shares; 2026Q2: 410 shares 410 $394K 0.11% +20 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921 shares; 2024Q4: 857 shares; 2025Q1: 788 shares; 2025Q2: 821 shares; 2025Q3: 806 shares; 2025Q4: 674 shares; 2026Q1: 673 shares; 2026Q2: 681 shares 681 $393K 0.11% +8 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; 2024Q3: 1,263 shares; 2024Q4: 1,286 shares; 2025Q1: 1,201 shares; 2025Q2: 1,128 shares; 2025Q3: 1,055 shares; 2025Q4: 879 shares; 2026Q1: 858 shares; 2026Q2: 852 shares 852 $391K 0.11% -6 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares; 2026Q1: 939 shares; 2026Q2: 983 shares 983 $390K 0.11% +44 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,390 shares; 2026Q2: 9,388 shares 9,388 $388K 0.11% +4,998 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,744 shares; 2024Q4: 1,940 shares; 2025Q1: 2,355 shares; 2025Q2: 3,342 shares; 2025Q3: 4,501 shares; 2025Q4: 1,736 shares; 2026Q1: 1,454 shares; 2026Q2: 1,534 shares 1,534 $387K 0.11% +80 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,200 shares; 2024Q4: 9,200 shares; 2025Q1: 9,200 shares; 2025Q2: 9,200 shares; 2025Q3: 10,291 shares; 2025Q4: 10,291 shares; 2026Q1: 7,160 shares; 2026Q2: 7,160 shares 7,160 $383K 0.11% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,515 shares; 2025Q1: 1,342 shares; 2025Q2: 1,404 shares; 2025Q3: 1,396 shares; 2025Q4: 2,094 shares; 2026Q1: 2,260 shares; 2026Q2: 1,980 shares 1,980 $383K 0.11% -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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: 1,037 shares; 2026Q2: 1,155 shares 1,155 $382K 0.11% +118 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,860 shares 1,860 $381K 0.11% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 744 shares; 2025Q1: 504 shares; 2025Q2: 560 shares; 2025Q3: 750 shares; 2025Q4: 715 shares; 2026Q1: 801 shares; 2026Q2: 748 shares 748 $381K 0.11% -53 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,669 shares; 2026Q1: 4,183 shares; 2026Q2: 4,152 shares 4,152 $381K 0.11% -31 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,270 shares 1,270 $378K 0.11% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,679 shares; 2024Q4: 6,628 shares; 2025Q1: 7,421 shares; 2025Q2: 7,522 shares; 2025Q3: 6,799 shares; 2025Q4: 6,671 shares; 2026Q1: 6,054 shares; 2026Q2: 6,011 shares 6,011 $378K 0.11% -43 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,903 shares 4,903 $375K 0.11% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,834 shares; 2024Q4: 1,980 shares; 2025Q1: 2,159 shares; 2025Q2: 2,368 shares; 2025Q3: 2,320 shares; 2025Q4: 2,359 shares; 2026Q1: 2,254 shares; 2026Q2: 2,311 shares 2,311 $374K 0.11% +57 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,450 shares; 2025Q3: 4,177 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,285 shares 2,285 $370K 0.11% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,014 shares; 2024Q4: 3,849 shares; 2025Q1: 3,858 shares; 2025Q2: 2,924 shares; 2025Q3: 2,869 shares; 2025Q4: 2,927 shares; 2026Q1: 3,569 shares; 2026Q2: 3,580 shares 3,580 $366K 0.1% +11 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,986 shares; 2026Q1: 2,123 shares; 2026Q2: 2,326 shares 2,326 $365K 0.1% +203 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 655 shares; 2024Q4: 701 shares; 2025Q1: 827 shares; 2025Q2: 789 shares; 2025Q3: 762 shares; 2025Q4: 652 shares; 2026Q1: 661 shares; 2026Q2: 1,146 shares 1,146 $361K 0.1% +485 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,390 shares; 2024Q4: 1,350 shares; 2025Q1: 1,242 shares; 2025Q2: 1,267 shares; 2025Q3: 1,016 shares; 2025Q4: 1,148 shares; 2026Q1: 1,201 shares; 2026Q2: 901 shares 901 $358K 0.1% -300 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,311 shares; 2026Q2: 1,427 shares 1,427 $354K 0.1% +116 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; 2024Q3: not reported; 2024Q4: 1,074 shares; 2025Q1: 1,028 shares; 2025Q2: 1,079 shares; 2025Q3: 1,051 shares; 2025Q4: 963 shares; 2026Q1: 938 shares; 2026Q2: 1,113 shares 1,113 $353K 0.1% +175 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares; 2026Q1: 1,829 shares; 2026Q2: 2,971 shares 2,971 $351K 0.1% +1,142 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,842 shares; 2024Q4: 30,272 shares; 2025Q1: 27,924 shares; 2025Q2: 27,252 shares; 2025Q3: 25,435 shares; 2025Q4: 20,347 shares; 2026Q1: 19,047 shares; 2026Q2: 17,644 shares 17,644 $351K 0.1% -1,403 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,752 shares; 2024Q4: 1,957 shares; 2025Q1: 1,990 shares; 2025Q2: 1,793 shares; 2025Q3: 1,960 shares; 2025Q4: 2,528 shares; 2026Q1: 3,442 shares; 2026Q2: 2,221 shares 2,221 $348K 0.1% -1,221 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares; 2026Q1: 1,446 shares; 2026Q2: 1,459 shares 1,459 $347K 0.1% +13 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,889 shares; 2026Q2: 3,096 shares 3,096 $346K 0.1% +207 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,074 shares; 2025Q4: 7,147 shares; 2026Q1: 7,647 shares; 2026Q2: 7,434 shares 7,434 $346K 0.1% -213 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,483 shares; 2025Q1: 1,329 shares; 2025Q2: 1,029 shares; 2025Q3: 864 shares; 2025Q4: 701 shares; 2026Q1: 651 shares; 2026Q2: 602 shares 602 $345K 0.1% -49 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,870 shares; 2024Q4: 10,778 shares; 2025Q1: 10,032 shares; 2025Q2: 7,476 shares; 2025Q3: 7,440 shares; 2025Q4: 7,226 shares; 2026Q1: 7,021 shares; 2026Q2: 7,233 shares 7,233 $344K 0.1% +212 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 1,967 shares; 2026Q1: 2,465 shares; 2026Q2: 2,885 shares 2,885 $337K 0.1% +420 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,414 shares; 2024Q4: 4,476 shares; 2025Q1: 4,394 shares; 2025Q2: 4,680 shares; 2025Q3: 4,286 shares; 2025Q4: not reported; 2026Q1: 3,437 shares; 2026Q2: 3,675 shares 3,675 $335K 0.1% +238 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,863 shares; 2026Q2: 3,448 shares 3,448 $330K 0.09% +585 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,199 shares; 2024Q4: 6,427 shares; 2025Q1: 6,287 shares; 2025Q2: 6,372 shares; 2025Q3: 6,439 shares; 2025Q4: 4,959 shares; 2026Q1: 4,678 shares; 2026Q2: 4,218 shares 4,218 $330K 0.09% -460 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 208 shares; 2026Q1: 187 shares; 2026Q2: 164 shares 164 $326K 0.09% -23 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; 2024Q3: 7,555 shares; 2024Q4: 7,017 shares; 2025Q1: 7,208 shares; 2025Q2: 9,639 shares; 2025Q3: 9,341 shares; 2025Q4: 5,077 shares; 2026Q1: 5,051 shares; 2026Q2: 4,514 shares 4,514 $326K 0.09% -537 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,497 shares; 2025Q4: 2,143 shares; 2026Q1: 2,575 shares; 2026Q2: 2,417 shares 2,417 $326K 0.09% -158 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,368 shares; 2024Q4: 1,370 shares; 2025Q1: 1,334 shares; 2025Q2: 1,234 shares; 2025Q3: 1,198 shares; 2025Q4: 1,302 shares; 2026Q1: 1,368 shares; 2026Q2: 1,336 shares 1,336 $323K 0.09% -32 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; 2024Q3: 8,087 shares; 2024Q4: 7,873 shares; 2025Q1: 7,871 shares; 2025Q2: 8,032 shares; 2025Q3: 6,916 shares; 2025Q4: 5,656 shares; 2026Q1: 4,740 shares; 2026Q2: 4,330 shares 4,330 $323K 0.09% -410 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,720 shares; 2026Q1: 2,222 shares; 2026Q2: 2,327 shares 2,327 $315K 0.09% +105 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,906 shares; 2024Q4: 1,905 shares; 2025Q1: 1,826 shares; 2025Q2: 1,641 shares; 2025Q3: 1,231 shares; 2025Q4: 1,482 shares; 2026Q1: 1,370 shares; 2026Q2: 1,644 shares 1,644 $313K 0.09% +274 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 807 shares 807 $311K 0.09% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,179 shares 1,179 $307K 0.09% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,586 shares; 2024Q4: 5,641 shares; 2025Q1: 6,840 shares; 2025Q2: 9,009 shares; 2025Q3: 9,304 shares; 2025Q4: 3,124 shares; 2026Q1: 2,323 shares; 2026Q2: 2,229 shares 2,229 $307K 0.09% -94 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,774 shares; 2024Q4: 1,719 shares; 2025Q1: 1,558 shares; 2025Q2: 1,534 shares; 2025Q3: 1,401 shares; 2025Q4: 1,158 shares; 2026Q1: 1,133 shares; 2026Q2: 1,114 shares 1,114 $302K 0.09% -19 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540 shares; 2024Q4: 1,570 shares; 2025Q1: 1,393 shares; 2025Q2: 1,427 shares; 2025Q3: 1,392 shares; 2025Q4: 1,408 shares; 2026Q1: 1,362 shares; 2026Q2: 1,613 shares 1,613 $298K 0.08% +251 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,660 shares 2,660 $294K 0.08% new Timeline BSVN BANK7 CORP More: the full row for BANK7 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,937 shares; 2026Q2: 5,937 shares 5,937 $291K 0.08% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,428 shares; 2026Q1: 1,506 shares; 2026Q2: 1,775 shares 1,775 $289K 0.08% +269 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,366 shares; 2025Q4: 2,202 shares; 2026Q1: not reported; 2026Q2: 2,881 shares 2,881 $289K 0.08% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 82 shares; 2026Q1: 96 shares; 2026Q2: 90 shares 90 $288K 0.08% -6 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,642 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,908 shares 2,908 $286K 0.08% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,822 shares; 2024Q4: 3,600 shares; 2025Q1: 3,478 shares; 2025Q2: 3,195 shares; 2025Q3: 3,064 shares; 2025Q4: 3,215 shares; 2026Q1: 3,012 shares; 2026Q2: 2,497 shares 2,497 $285K 0.08% -515 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,480 shares; 2024Q4: 14,487 shares; 2025Q1: 12,536 shares; 2025Q2: 12,121 shares; 2025Q3: 11,692 shares; 2025Q4: 7,578 shares; 2026Q1: 6,233 shares; 2026Q2: 5,635 shares 5,635 $285K 0.08% -598 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,906 shares; 2026Q2: 5,985 shares 5,985 $285K 0.08% +1,079 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,503 shares; 2024Q4: 17,265 shares; 2025Q1: 17,265 shares; 2025Q2: 16,565 shares; 2025Q3: 16,565 shares; 2025Q4: 13,290 shares; 2026Q1: 13,290 shares; 2026Q2: 13,290 shares 13,290 $281K 0.08% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,380 shares; 2024Q4: 2,309 shares; 2025Q1: 1,998 shares; 2025Q2: 1,894 shares; 2025Q3: 1,865 shares; 2025Q4: not reported; 2026Q1: 1,648 shares; 2026Q2: 2,164 shares 2,164 $281K 0.08% +516 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,068 shares; 2024Q4: 25,969 shares; 2025Q1: 36,028 shares; 2025Q2: 28,609 shares; 2025Q3: 25,130 shares; 2025Q4: 18,547 shares; 2026Q1: 18,547 shares; 2026Q2: 18,547 shares 18,547 $280K 0.08% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,547 shares; 2024Q4: 2,702 shares; 2025Q1: 2,618 shares; 2025Q2: 2,575 shares; 2025Q3: 2,386 shares; 2025Q4: 1,913 shares; 2026Q1: 1,840 shares; 2026Q2: 1,798 shares 1,798 $278K 0.08% -42 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 593 shares; 2024Q4: 480 shares; 2025Q1: 446 shares; 2025Q2: 517 shares; 2025Q3: 617 shares; 2025Q4: 505 shares; 2026Q1: 543 shares; 2026Q2: 445 shares 445 $277K 0.08% -98 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,575 shares 2,575 $276K 0.08% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233 shares; 2026Q2: 264 shares 264 $275K 0.08% +31 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,587 shares; 2026Q2: 9,038 shares 9,038 $273K 0.08% +451 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,523 shares; 2025Q1: not reported; 2025Q2: 7,332 shares; 2025Q3: not reported; 2025Q4: 7,531 shares; 2026Q1: 7,655 shares; 2026Q2: 8,507 shares 8,507 $272K 0.08% +852 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,626 shares; 2024Q4: 5,233 shares; 2025Q1: 3,969 shares; 2025Q2: 4,185 shares; 2025Q3: 4,121 shares; 2025Q4: 2,965 shares; 2026Q1: 2,972 shares; 2026Q2: 2,932 shares 2,932 $272K 0.08% -40 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,543 shares; 2024Q4: 1,786 shares; 2025Q1: 1,609 shares; 2025Q2: 1,445 shares; 2025Q3: 1,350 shares; 2025Q4: 1,239 shares; 2026Q1: 1,445 shares; 2026Q2: 1,224 shares 1,224 $270K 0.08% -221 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 859 shares; 2025Q1: 859 shares; 2025Q2: 859 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 1,051 shares; 2026Q2: 3,328 shares 3,328 $268K 0.08% +2,277 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,104 shares; 2026Q1: 2,577 shares; 2026Q2: 2,328 shares 2,328 $268K 0.08% -249 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,947 shares 2,947 $267K 0.08% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,439 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,554 shares; 2025Q3: 3,999 shares; 2025Q4: not reported; 2026Q1: 4,586 shares; 2026Q2: 4,295 shares 4,295 $266K 0.08% -291 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 832 shares; 2025Q4: 1,022 shares; 2026Q1: 832 shares; 2026Q2: 717 shares 717 $264K 0.08% -115 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,950 shares; 2024Q4: 4,020 shares; 2025Q1: 4,091 shares; 2025Q2: 4,025 shares; 2025Q3: 4,093 shares; 2025Q4: 3,050 shares; 2026Q1: 2,504 shares; 2026Q2: 2,917 shares 2,917 $264K 0.08% +413 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 772 shares; 2024Q4: 767 shares; 2025Q1: 782 shares; 2025Q2: 816 shares; 2025Q3: 883 shares; 2025Q4: 657 shares; 2026Q1: 589 shares; 2026Q2: 587 shares 587 $262K 0.07% -2 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,387 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,209 shares; 2025Q4: 1,239 shares; 2026Q1: 1,386 shares; 2026Q2: 1,320 shares 1,320 $261K 0.07% -66 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,905 shares 5,905 $260K 0.07% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,429 shares; 2024Q4: 2,432 shares; 2025Q1: 2,212 shares; 2025Q2: 2,201 shares; 2025Q3: 2,046 shares; 2025Q4: 1,387 shares; 2026Q1: 1,006 shares; 2026Q2: 921 shares 921 $259K 0.07% -85 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,483 shares; 2025Q4: 9,240 shares; 2026Q1: 13,056 shares; 2026Q2: 10,746 shares 10,746 $259K 0.07% -2,310 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: not reported; 2025Q3: 789 shares; 2025Q4: 881 shares; 2026Q1: not reported; 2026Q2: 667 shares 667 $258K 0.07% 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; 2024Q3: not reported; 2024Q4: 6,237 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,906 shares; 2026Q1: 5,389 shares; 2026Q2: 4,997 shares 4,997 $257K 0.07% -392 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,563 shares; 2024Q4: 15,952 shares; 2025Q1: 20,410 shares; 2025Q2: 27,933 shares; 2025Q3: 34,683 shares; 2025Q4: 12,885 shares; 2026Q1: 9,344 shares; 2026Q2: 5,363 shares 5,363 $255K 0.07% -3,981 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,152 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,198 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,468 shares 3,468 $254K 0.07% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,112 shares; 2025Q4: 1,144 shares; 2026Q1: not reported; 2026Q2: 989 shares 989 $252K 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,108 shares 1,108 $247K 0.07% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,333 shares; 2025Q3: 3,333 shares; 2025Q4: 3,333 shares; 2026Q1: 3,333 shares; 2026Q2: 3,333 shares 3,333 $245K 0.07% 0 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; 2024Q3: 17,640 shares; 2024Q4: 17,819 shares; 2025Q1: 15,334 shares; 2025Q2: 14,722 shares; 2025Q3: 12,592 shares; 2025Q4: 14,002 shares; 2026Q1: 12,056 shares; 2026Q2: 14,471 shares 14,471 $243K 0.07% +2,415 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,837 shares; 2024Q4: 3,857 shares; 2025Q1: 3,505 shares; 2025Q2: 3,445 shares; 2025Q3: 3,322 shares; 2025Q4: 3,424 shares; 2026Q1: not reported; 2026Q2: 2,869 shares 2,869 $243K 0.07% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 957 shares; 2026Q2: 1,137 shares 1,137 $242K 0.07% +180 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,904 shares; 2026Q2: 2,127 shares 2,127 $240K 0.07% +223 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 646 shares 646 $239K 0.07% new 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; 2024Q3: 3,803 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,505 shares; 2025Q3: 4,167 shares; 2025Q4: not reported; 2026Q1: 4,119 shares; 2026Q2: 2,497 shares 2,497 $236K 0.07% -1,622 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; 2024Q3: 2,047 shares; 2024Q4: 1,487 shares; 2025Q1: 2,102 shares; 2025Q2: 2,052 shares; 2025Q3: 1,786 shares; 2025Q4: not reported; 2026Q1: 1,477 shares; 2026Q2: 1,439 shares 1,439 $235K 0.07% -38 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,830 shares; 2026Q2: 12,307 shares 12,307 $235K 0.07% +1,477 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,838 shares; 2026Q1: 3,445 shares; 2026Q2: 2,434 shares 2,434 $235K 0.07% -1,011 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $235K 0.07% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,564 shares 2,564 $234K 0.07% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,551 shares; 2024Q4: 10,551 shares; 2025Q1: 10,551 shares; 2025Q2: 10,551 shares; 2025Q3: 10,551 shares; 2025Q4: 10,551 shares; 2026Q1: 10,551 shares; 2026Q2: 9,551 shares 9,551 $232K 0.07% -1,000 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; 2024Q3: 422 shares; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 427 shares; 2025Q3: 435 shares; 2025Q4: 410 shares; 2026Q1: 473 shares; 2026Q2: 454 shares 454 $231K 0.07% -19 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; 2024Q3: 5,031 shares; 2024Q4: 7,621 shares; 2025Q1: 6,089 shares; 2025Q2: 5,856 shares; 2025Q3: 8,194 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,593 shares 3,593 $231K 0.07% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,740 shares; 2026Q2: 2,467 shares 2,467 $230K 0.07% -273 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares; 2026Q2: 735 shares 735 $230K 0.07% -43 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,177 shares; 2026Q2: 1,293 shares 1,293 $227K 0.06% +116 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,320 shares 3,320 $227K 0.06% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: not reported; 2026Q1: 557 shares; 2026Q2: 560 shares 560 $225K 0.06% +3 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,717 shares 1,717 $224K 0.06% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 261 shares 261 $224K 0.06% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 2,183 shares; 2025Q1: 2,018 shares; 2025Q2: 2,140 shares; 2025Q3: 1,607 shares; 2025Q4: 1,730 shares; 2026Q1: 1,288 shares; 2026Q2: 1,343 shares 1,343 $224K 0.06% +55 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,090 shares; 2024Q4: 1,054 shares; 2025Q1: 1,057 shares; 2025Q2: 1,076 shares; 2025Q3: 1,041 shares; 2025Q4: 1,265 shares; 2026Q1: 1,435 shares; 2026Q2: 1,140 shares 1,140 $222K 0.06% -295 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $221K 0.06% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,284 shares; 2024Q4: 2,697 shares; 2025Q1: not reported; 2025Q2: 3,735 shares; 2025Q3: 3,897 shares; 2025Q4: 3,734 shares; 2026Q1: not reported; 2026Q2: 5,340 shares 5,340 $219K 0.06% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,396 shares; 2024Q4: 6,795 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,568 shares; 2026Q1: 5,488 shares; 2026Q2: 4,600 shares 4,600 $219K 0.06% -888 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 937 shares 937 $218K 0.06% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,526 shares 2,526 $218K 0.06% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 338 shares; 2025Q4: not reported; 2026Q1: 2,792 shares; 2026Q2: 2,196 shares 2,196 $218K 0.06% -596 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $217K 0.06% new Timeline BOKF BOK FINL CORP More: the full row for BOK FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,231 shares; 2024Q4: 2,285 shares; 2025Q1: 2,232 shares; 2025Q2: 2,231 shares; 2025Q3: 2,231 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,560 shares 1,560 $217K 0.06% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 586 shares; 2026Q2: 439 shares 439 $215K 0.06% -147 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 907 shares 907 $215K 0.06% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,512 shares; 2026Q2: 15,434 shares 15,434 $215K 0.06% +2,922 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,314 shares 1,314 $214K 0.06% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,255 shares; 2026Q2: 706 shares 706 $214K 0.06% -549 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,981 shares; 2026Q2: 1,982 shares 1,982 $212K 0.06% +1 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 352 shares; 2025Q4: 360 shares; 2026Q1: not reported; 2026Q2: 308 shares 308 $212K 0.06% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,370 shares 1,370 $211K 0.06% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,007 shares 3,007 $211K 0.06% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,567 shares; 2025Q1: 2,884 shares; 2025Q2: 2,650 shares; 2025Q3: 2,659 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $210K 0.06% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,036 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,036 shares; 2026Q2: 4,036 shares 4,036 $209K 0.06% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 297 shares 297 $209K 0.06% new 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; 2024Q3: 4,791 shares; 2024Q4: 3,864 shares; 2025Q1: not reported; 2025Q2: 4,807 shares; 2025Q3: 4,056 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,213 shares 2,213 $207K 0.06% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,244 shares 7,244 $207K 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 816 shares; 2025Q1: 917 shares; 2025Q2: 813 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 730 shares 730 $201K 0.06% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,625 shares 1,625 $201K 0.06% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 405 shares 405 $201K 0.06% new Timeline