IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 384,535 shares; 2024Q4: 380,306 shares; 2025Q1: 384,487 shares; 2025Q2: 394,126 shares; 2025Q3: 379,752 shares; 2025Q4: 380,174 shares; 2026Q1: 387,788 shares; 2026Q2: 390,589 shares 390,589 $293M 7.09% +2,801 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,959,328 shares; 2024Q4: 3,006,914 shares; 2025Q1: 3,064,792 shares; 2025Q2: 3,120,846 shares; 2025Q3: 3,364,114 shares; 2025Q4: 3,549,570 shares; 2026Q1: 3,649,530 shares; 2026Q2: 3,755,844 shares 3,755,844 $268M 6.48% +106,314 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983,872 shares; 2024Q4: 1,001,292 shares; 2025Q1: 1,037,914 shares; 2025Q2: 1,124,458 shares; 2025Q3: 1,151,423 shares; 2025Q4: 1,182,618 shares; 2026Q1: 1,213,599 shares; 2026Q2: 1,116,608 shares 1,116,608 $166M 4.01% -96,991 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,181,819 shares; 2024Q4: 1,187,527 shares; 2025Q1: 1,204,798 shares; 2025Q2: 1,202,262 shares; 2025Q3: 1,183,342 shares; 2025Q4: 1,184,351 shares; 2026Q1: 1,184,351 shares; 2026Q2: 1,179,351 shares 1,179,351 $157M 3.81% -5,000 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,528,869 shares; 2024Q4: 1,534,329 shares; 2025Q1: 1,595,279 shares; 2025Q2: 1,729,458 shares; 2025Q3: 1,772,453 shares; 2025Q4: 1,832,117 shares; 2026Q1: 1,885,265 shares; 2026Q2: 1,938,937 shares 1,938,937 $150M 3.62% +53,672 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: 468,522 shares; 2024Q4: 456,969 shares; 2025Q1: 451,282 shares; 2025Q2: 456,368 shares; 2025Q3: 436,385 shares; 2025Q4: 428,221 shares; 2026Q1: 440,311 shares; 2026Q2: 447,308 shares 447,308 $129M 3.14% +6,997 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: 206,367 shares; 2024Q4: 204,598 shares; 2025Q1: 204,793 shares; 2025Q2: 202,553 shares; 2025Q3: 192,064 shares; 2025Q4: 191,121 shares; 2026Q1: 194,299 shares; 2026Q2: 193,518 shares 193,518 $112M 2.72% -781 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: 273,072 shares; 2024Q4: 275,785 shares; 2025Q1: 272,979 shares; 2025Q2: 273,085 shares; 2025Q3: 259,399 shares; 2025Q4: 262,746 shares; 2026Q1: 273,172 shares; 2026Q2: 282,623 shares 282,623 $105M 2.55% +9,451 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540,354 shares; 2024Q4: 1,558,534 shares; 2025Q1: 1,601,384 shares; 2025Q2: 1,658,374 shares; 2025Q3: 1,532,655 shares; 2025Q4: 1,434,195 shares; 2026Q1: 1,426,926 shares; 2026Q2: 1,326,765 shares 1,326,765 $79.2M 1.92% -100,161 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: 236,760 shares; 2024Q4: 243,632 shares; 2025Q1: 239,500 shares; 2025Q2: 230,743 shares; 2025Q3: 217,750 shares; 2025Q4: 214,094 shares; 2026Q1: 213,014 shares; 2026Q2: 205,311 shares 205,311 $77.6M 1.88% -7,703 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: 164,772 shares; 2024Q4: 166,835 shares; 2025Q1: 178,351 shares; 2025Q2: 191,940 shares; 2025Q3: 177,793 shares; 2025Q4: 179,643 shares; 2026Q1: 181,619 shares; 2026Q2: 183,721 shares 183,721 $65.7M 1.59% +2,102 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: 414,271 shares; 2024Q4: 413,585 shares; 2025Q1: 392,031 shares; 2025Q2: 380,088 shares; 2025Q3: 355,321 shares; 2025Q4: 355,685 shares; 2026Q1: 364,984 shares; 2026Q2: 369,201 shares 369,201 $65.1M 1.58% +4,217 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,979 shares; 2024Q4: 195,731 shares; 2025Q1: 189,911 shares; 2025Q2: 193,277 shares; 2025Q3: 178,219 shares; 2025Q4: 178,723 shares; 2026Q1: 175,597 shares; 2026Q2: 174,057 shares 174,057 $60.1M 1.46% -1,540 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: 630,458 shares; 2024Q4: 745,174 shares; 2025Q1: 740,363 shares; 2025Q2: 769,282 shares; 2025Q3: 764,886 shares; 2025Q4: 787,867 shares; 2026Q1: 808,536 shares; 2026Q2: 813,345 shares 813,345 $59.7M 1.45% +4,809 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: 102,011 shares; 2024Q4: 100,919 shares; 2025Q1: 99,890 shares; 2025Q2: 100,030 shares; 2025Q3: 102,335 shares; 2025Q4: 102,852 shares; 2026Q1: 111,548 shares; 2026Q2: 114,155 shares 114,155 $57.1M 1.38% +2,607 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: 144,452 shares; 2024Q4: 143,705 shares; 2025Q1: 144,273 shares; 2025Q2: 146,022 shares; 2025Q3: 142,269 shares; 2025Q4: 143,502 shares; 2026Q1: 148,082 shares; 2026Q2: 152,949 shares 152,949 $54M 1.31% +4,867 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: 48,004 shares; 2024Q4: 48,193 shares; 2025Q1: 47,223 shares; 2025Q2: 46,109 shares; 2025Q3: 44,637 shares; 2025Q4: 44,287 shares; 2026Q1: 45,007 shares; 2026Q2: 44,397 shares 44,397 $53.3M 1.29% -610 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: 166,561 shares; 2024Q4: 172,005 shares; 2025Q1: 164,365 shares; 2025Q2: 158,601 shares; 2025Q3: 169,224 shares; 2025Q4: 150,152 shares; 2026Q1: 152,429 shares; 2026Q2: 153,996 shares 153,996 $50.4M 1.22% +1,567 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012,704 shares; 2024Q4: 1,049,110 shares; 2025Q1: 1,031,220 shares; 2025Q2: 1,008,095 shares; 2025Q3: 988,006 shares; 2025Q4: 968,322 shares; 2026Q1: 970,988 shares; 2026Q2: 982,350 shares 982,350 $49.5M 1.2% +11,362 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: 480,266 shares; 2024Q4: 475,322 shares; 2025Q1: 460,356 shares; 2025Q2: 457,746 shares; 2025Q3: 437,564 shares; 2025Q4: 430,084 shares; 2026Q1: 418,464 shares; 2026Q2: 405,094 shares 405,094 $45.9M 1.11% -13,370 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: 83,884 shares; 2024Q4: 86,962 shares; 2025Q1: 96,489 shares; 2025Q2: 101,911 shares; 2025Q3: 89,943 shares; 2025Q4: 91,680 shares; 2026Q1: 93,376 shares; 2026Q2: 95,452 shares 95,452 $45.6M 1.1% +2,076 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: 103,200 shares; 2024Q4: 102,885 shares; 2025Q1: 102,885 shares; 2025Q2: 101,885 shares; 2025Q3: 101,110 shares; 2025Q4: 100,395 shares; 2026Q1: 99,895 shares; 2026Q2: 98,373 shares 98,373 $42.4M 1.03% -1,522 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: 126,936 shares; 2024Q4: 131,650 shares; 2025Q1: 135,650 shares; 2025Q2: 150,191 shares; 2025Q3: 134,693 shares; 2025Q4: 151,881 shares; 2026Q1: 162,569 shares; 2026Q2: 171,378 shares 171,378 $40.8M 0.99% +8,809 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: 162,339 shares; 2024Q4: 161,888 shares; 2025Q1: 162,381 shares; 2025Q2: 169,051 shares; 2025Q3: 157,108 shares; 2025Q4: 156,431 shares; 2026Q1: 157,191 shares; 2026Q2: 159,376 shares 159,376 $40.5M 0.98% +2,185 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: 73,697 shares; 2024Q4: 66,488 shares; 2025Q1: 155,294 shares; 2025Q2: 190,027 shares; 2025Q3: 172,387 shares; 2025Q4: 178,466 shares; 2026Q1: 185,342 shares; 2026Q2: 199,159 shares 199,159 $39.8M 0.97% +13,817 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: 276,117 shares; 2024Q4: 268,448 shares; 2025Q1: 269,824 shares; 2025Q2: 273,413 shares; 2025Q3: 263,220 shares; 2025Q4: 265,450 shares; 2026Q1: 267,283 shares; 2026Q2: 270,273 shares 270,273 $37M 0.9% +2,990 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: 315,773 shares; 2024Q4: 316,152 shares; 2025Q1: 315,659 shares; 2025Q2: 313,249 shares; 2025Q3: 302,794 shares; 2025Q4: 302,120 shares; 2026Q1: 305,157 shares; 2026Q2: 301,674 shares 301,674 $35.4M 0.86% -3,483 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: 40,173 shares; 2024Q4: 81,720 shares; 2025Q1: 90,524 shares; 2025Q2: 96,053 shares; 2025Q3: 90,643 shares; 2025Q4: 92,978 shares; 2026Q1: 95,296 shares; 2026Q2: 101,488 shares 101,488 $34.6M 0.84% +6,192 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: 31,348 shares; 2024Q4: 31,165 shares; 2025Q1: 31,193 shares; 2025Q2: 31,479 shares; 2025Q3: 31,626 shares; 2025Q4: 31,920 shares; 2026Q1: 32,384 shares; 2026Q2: 32,556 shares 32,556 $32.9M 0.8% +172 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: 107,661 shares; 2024Q4: 106,267 shares; 2025Q1: 103,890 shares; 2025Q2: 103,868 shares; 2025Q3: 102,616 shares; 2025Q4: 101,689 shares; 2026Q1: 103,491 shares; 2026Q2: 104,902 shares 104,902 $31.3M 0.76% +1,411 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: 227,415 shares; 2024Q4: 227,848 shares; 2025Q1: 230,996 shares; 2025Q2: 218,040 shares; 2025Q3: 200,716 shares; 2025Q4: 204,543 shares; 2026Q1: 209,349 shares; 2026Q2: 211,699 shares 211,699 $31M 0.75% +2,350 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: 133,669 shares; 2024Q4: 132,050 shares; 2025Q1: 128,795 shares; 2025Q2: 130,540 shares; 2025Q3: 126,247 shares; 2025Q4: 125,618 shares; 2026Q1: 126,585 shares; 2026Q2: 129,937 shares 129,937 $28.6M 0.69% +3,352 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52 shares; 2024Q4: 50 shares; 2025Q1: 46 shares; 2025Q2: 46 shares; 2025Q3: 40 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 37 shares 37 $27.7M 0.67% -1 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: 276,713 shares; 2024Q4: 266,371 shares; 2025Q1: 262,344 shares; 2025Q2: 266,774 shares; 2025Q3: 249,736 shares; 2025Q4: 254,994 shares; 2026Q1: 260,653 shares; 2026Q2: 262,608 shares 262,608 $27.2M 0.66% +1,955 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: 26,992 shares; 2024Q4: 26,806 shares; 2025Q1: 26,463 shares; 2025Q2: 26,587 shares; 2025Q3: 26,481 shares; 2025Q4: 25,136 shares; 2026Q1: 25,697 shares; 2026Q2: 25,053 shares 25,053 $26.7M 0.65% -644 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: 193,006 shares; 2024Q4: 191,231 shares; 2025Q1: 189,600 shares; 2025Q2: 189,657 shares; 2025Q3: 181,507 shares; 2025Q4: 181,856 shares; 2026Q1: 183,571 shares; 2026Q2: 185,400 shares 185,400 $26.5M 0.64% +1,829 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: 62,067 shares; 2024Q4: 62,025 shares; 2025Q1: 61,438 shares; 2025Q2: 65,753 shares; 2025Q3: 61,930 shares; 2025Q4: 61,587 shares; 2026Q1: 62,570 shares; 2026Q2: 63,018 shares 63,018 $26.2M 0.63% +448 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: 5,030 shares; 2025Q1: 13,482 shares; 2025Q2: 14,130 shares; 2025Q3: 11,731 shares; 2025Q4: 11,920 shares; 2026Q1: 12,356 shares; 2026Q2: 12,630 shares 12,630 $25.1M 0.61% +274 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: 34,680 shares; 2024Q4: 34,320 shares; 2025Q1: 33,936 shares; 2025Q2: 37,013 shares; 2025Q3: 37,115 shares; 2025Q4: 36,368 shares; 2026Q1: 36,260 shares; 2026Q2: 36,563 shares 36,563 $25.1M 0.61% +303 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: 394,286 shares; 2024Q4: 393,821 shares; 2025Q1: 390,356 shares; 2025Q2: 408,611 shares; 2025Q3: 386,102 shares; 2025Q4: 390,379 shares; 2026Q1: 407,334 shares; 2026Q2: 414,377 shares 414,377 $23.6M 0.57% +7,043 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: 174,192 shares; 2024Q4: 172,867 shares; 2025Q1: 173,645 shares; 2025Q2: 181,021 shares; 2025Q3: 166,277 shares; 2025Q4: 164,843 shares; 2026Q1: 169,402 shares; 2026Q2: 172,175 shares 172,175 $23.3M 0.56% +2,773 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: 72,449 shares; 2024Q4: 74,047 shares; 2025Q1: 74,530 shares; 2025Q2: 72,321 shares; 2025Q3: 67,430 shares; 2025Q4: 66,872 shares; 2026Q1: 68,094 shares; 2026Q2: 67,906 shares 67,906 $23.3M 0.56% -188 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: 89,166 shares; 2024Q4: 87,373 shares; 2025Q1: 86,734 shares; 2025Q2: 84,301 shares; 2025Q3: 81,407 shares; 2025Q4: 79,928 shares; 2026Q1: 82,296 shares; 2026Q2: 82,218 shares 82,218 $22.4M 0.54% -78 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: 118,158 shares; 2024Q4: 117,907 shares; 2025Q1: 115,936 shares; 2025Q2: 116,500 shares; 2025Q3: 116,139 shares; 2025Q4: 115,429 shares; 2026Q1: 114,879 shares; 2026Q2: 114,759 shares 114,759 $21.8M 0.53% -120 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,105 shares; 2024Q4: 73,746 shares; 2025Q1: 73,642 shares; 2025Q2: 72,974 shares; 2025Q3: 73,032 shares; 2025Q4: 72,416 shares; 2026Q1: 72,184 shares; 2026Q2: 72,308 shares 72,308 $21.7M 0.53% +124 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: 91,090 shares; 2024Q4: 90,356 shares; 2025Q1: 88,781 shares; 2025Q2: 86,593 shares; 2025Q3: 84,543 shares; 2025Q4: 80,766 shares; 2026Q1: 82,168 shares; 2026Q2: 85,666 shares 85,666 $21.6M 0.52% +3,498 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,392 shares; 2024Q4: 72,018 shares; 2025Q1: 72,925 shares; 2025Q2: 74,225 shares; 2025Q3: 71,617 shares; 2025Q4: 69,988 shares; 2026Q1: 70,233 shares; 2026Q2: 70,728 shares 70,728 $20.7M 0.5% +495 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: 147,086 shares; 2024Q4: 147,268 shares; 2025Q1: 144,664 shares; 2025Q2: 144,911 shares; 2025Q3: 138,611 shares; 2025Q4: 133,984 shares; 2026Q1: 135,346 shares; 2026Q2: 136,436 shares 136,436 $20M 0.48% +1,090 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 219,560 shares; 2024Q4: 235,888 shares; 2025Q1: 238,138 shares; 2025Q2: 252,138 shares; 2025Q3: 208,660 shares; 2025Q4: 238,760 shares; 2026Q1: 272,160 shares; 2026Q2: 251,560 shares 251,560 $19.9M 0.48% -20,600 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: 71,660 shares; 2024Q4: 71,398 shares; 2025Q1: 72,072 shares; 2025Q2: 70,819 shares; 2025Q3: 68,005 shares; 2025Q4: 66,766 shares; 2026Q1: 67,249 shares; 2026Q2: 68,407 shares 68,407 $18.5M 0.45% +1,158 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,633 shares; 2024Q4: 89,573 shares; 2025Q1: 88,405 shares; 2025Q2: 87,036 shares; 2025Q3: 86,330 shares; 2025Q4: 84,078 shares; 2026Q1: 82,171 shares; 2026Q2: 81,499 shares 81,499 $18.3M 0.44% -672 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: 119,660 shares; 2024Q4: 119,097 shares; 2025Q1: 119,633 shares; 2025Q2: 119,856 shares; 2025Q3: 121,778 shares; 2025Q4: 109,020 shares; 2026Q1: 109,712 shares; 2026Q2: 110,157 shares 110,157 $18.3M 0.44% +445 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: 89,502 shares; 2024Q4: 89,045 shares; 2025Q1: 88,175 shares; 2025Q2: 85,784 shares; 2025Q3: 83,693 shares; 2025Q4: 84,711 shares; 2026Q1: 86,178 shares; 2026Q2: 88,390 shares 88,390 $17.7M 0.43% +2,212 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,695 shares; 2024Q4: 334,605 shares; 2025Q1: 333,386 shares; 2025Q2: 335,992 shares; 2025Q3: 302,214 shares; 2025Q4: 321,170 shares; 2026Q1: 348,731 shares; 2026Q2: 335,679 shares 335,679 $16.9M 0.41% -13,052 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: 195,158 shares; 2024Q4: 208,926 shares; 2025Q1: 209,726 shares; 2025Q2: 211,398 shares; 2025Q3: 196,111 shares; 2025Q4: 194,933 shares; 2026Q1: 197,530 shares; 2026Q2: 198,029 shares 198,029 $16.8M 0.41% +499 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: 244,738 shares; 2024Q4: 251,543 shares; 2025Q1: 265,368 shares; 2025Q2: 325,101 shares; 2025Q3: 282,538 shares; 2025Q4: 282,217 shares; 2026Q1: 279,273 shares; 2026Q2: 275,473 shares 275,473 $16.6M 0.4% -3,800 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: 183,281 shares; 2024Q4: 182,516 shares; 2025Q1: 179,412 shares; 2025Q2: 173,817 shares; 2025Q3: 173,634 shares; 2025Q4: 172,482 shares; 2026Q1: 177,525 shares; 2026Q2: 182,692 shares 182,692 $16.6M 0.4% +5,167 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: 17,212 shares; 2024Q4: 16,936 shares; 2025Q1: 17,264 shares; 2025Q2: 17,270 shares; 2025Q3: 17,475 shares; 2025Q4: 17,484 shares; 2026Q1: 17,463 shares; 2026Q2: 17,524 shares 17,524 $16.4M 0.4% +61 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: 33,855 shares; 2024Q4: 33,762 shares; 2025Q1: 33,367 shares; 2025Q2: 32,692 shares; 2025Q3: 31,567 shares; 2025Q4: 31,547 shares; 2026Q1: 31,487 shares; 2026Q2: 31,198 shares 31,198 $16.2M 0.39% -289 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: 86,709 shares; 2024Q4: 86,707 shares; 2025Q1: 85,707 shares; 2025Q2: 83,318 shares; 2025Q3: 79,507 shares; 2025Q4: 78,712 shares; 2026Q1: 77,875 shares; 2026Q2: 75,872 shares 75,872 $16.1M 0.39% -2,003 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,535 shares; 2024Q4: 80,535 shares; 2025Q1: 80,535 shares; 2025Q2: 79,085 shares; 2025Q3: 75,585 shares; 2025Q4: 74,725 shares; 2026Q1: 74,013 shares; 2026Q2: 71,960 shares 71,960 $16M 0.39% -2,053 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 313,639 shares; 2024Q4: 310,336 shares; 2025Q1: 300,359 shares; 2025Q2: 294,383 shares; 2025Q3: 275,327 shares; 2025Q4: 280,005 shares; 2026Q1: 287,031 shares; 2026Q2: 292,885 shares 292,885 $15.9M 0.38% +5,854 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: 1,110 shares; 2024Q4: 1,060 shares; 2025Q1: 1,138 shares; 2025Q2: 48,440 shares; 2025Q3: 51,301 shares; 2025Q4: 56,630 shares; 2026Q1: 81,053 shares; 2026Q2: 100,581 shares 100,581 $15.8M 0.38% +19,528 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: 122,166 shares; 2024Q4: 117,152 shares; 2025Q1: 116,810 shares; 2025Q2: 115,559 shares; 2025Q3: 115,509 shares; 2025Q4: 115,390 shares; 2026Q1: 115,290 shares; 2026Q2: 111,546 shares 111,546 $15.3M 0.37% -3,744 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: 73,257 shares; 2024Q4: 73,057 shares; 2025Q1: 72,292 shares; 2025Q2: 72,155 shares; 2025Q3: 69,051 shares; 2025Q4: 68,416 shares; 2026Q1: 68,416 shares; 2026Q2: 68,281 shares 68,281 $15.2M 0.37% -135 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: 131,278 shares; 2024Q4: 133,748 shares; 2025Q1: 135,781 shares; 2025Q2: 135,642 shares; 2025Q3: 123,142 shares; 2025Q4: 116,482 shares; 2026Q1: 118,172 shares; 2026Q2: 117,788 shares 117,788 $15.1M 0.37% -384 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: 138,524 shares; 2024Q4: 136,722 shares; 2025Q1: 136,366 shares; 2025Q2: 141,290 shares; 2025Q3: 142,172 shares; 2025Q4: 140,742 shares; 2026Q1: 142,484 shares; 2026Q2: 144,591 shares 144,591 $14.8M 0.36% +2,107 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,335 shares; 2024Q4: 217,347 shares; 2025Q1: 240,127 shares; 2025Q2: 251,648 shares; 2025Q3: 266,935 shares; 2025Q4: 299,939 shares; 2026Q1: 320,604 shares; 2026Q2: 330,244 shares 330,244 $14.6M 0.35% +9,640 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,204 shares; 2024Q4: 190,878 shares; 2025Q1: 184,759 shares; 2025Q2: 187,235 shares; 2025Q3: 178,684 shares; 2025Q4: 178,006 shares; 2026Q1: 175,686 shares; 2026Q2: 173,992 shares 173,992 $14.5M 0.35% -1,694 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,080 shares; 2024Q4: 83,511 shares; 2025Q1: 85,392 shares; 2025Q2: 87,573 shares; 2025Q3: 80,038 shares; 2025Q4: 80,575 shares; 2026Q1: 83,021 shares; 2026Q2: 82,928 shares 82,928 $14.4M 0.35% -93 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: 158,215 shares; 2024Q4: 158,427 shares; 2025Q1: 155,348 shares; 2025Q2: 157,918 shares; 2025Q3: 146,985 shares; 2025Q4: 143,238 shares; 2026Q1: 146,374 shares; 2026Q2: 148,428 shares 148,428 $14.3M 0.35% +2,054 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,496 shares; 2024Q4: 151,414 shares; 2025Q1: 142,923 shares; 2025Q2: 130,582 shares; 2025Q3: 130,062 shares; 2025Q4: 124,559 shares; 2026Q1: 122,461 shares; 2026Q2: 121,837 shares 121,837 $14.3M 0.35% -624 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,344 shares; 2024Q4: 121,291 shares; 2025Q1: 130,962 shares; 2025Q2: 153,141 shares; 2025Q3: 114,275 shares; 2025Q4: 125,469 shares; 2026Q1: 145,744 shares; 2026Q2: 149,687 shares 149,687 $14.1M 0.34% +3,943 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: 12,913 shares; 2025Q1: 12,967 shares; 2025Q2: 14,817 shares; 2025Q3: 13,938 shares; 2025Q4: 14,042 shares; 2026Q1: 14,172 shares; 2026Q2: 14,312 shares 14,312 $13.8M 0.33% +140 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,780 shares; 2024Q4: 93,720 shares; 2025Q1: 93,748 shares; 2025Q2: 93,028 shares; 2025Q3: 93,629 shares; 2025Q4: 93,501 shares; 2026Q1: 93,501 shares; 2026Q2: 93,272 shares 93,272 $13.7M 0.33% -229 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: 32,852 shares; 2024Q4: 32,195 shares; 2025Q1: 31,742 shares; 2025Q2: 31,742 shares; 2025Q3: 31,492 shares; 2025Q4: 31,242 shares; 2026Q1: 30,742 shares; 2026Q2: 29,691 shares 29,691 $13.6M 0.33% -1,051 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,611 shares; 2024Q4: 170,877 shares; 2025Q1: 171,586 shares; 2025Q2: 173,010 shares; 2025Q3: 151,758 shares; 2025Q4: 162,343 shares; 2026Q1: 173,303 shares; 2026Q2: 169,455 shares 169,455 $13.6M 0.33% -3,848 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 201,132 shares; 2024Q4: 201,732 shares; 2025Q1: 201,586 shares; 2025Q2: 201,586 shares; 2025Q3: 162,586 shares; 2025Q4: 163,786 shares; 2026Q1: 168,036 shares; 2026Q2: 168,486 shares 168,486 $13.1M 0.32% +450 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: 87,673 shares; 2024Q4: 87,715 shares; 2025Q1: 86,552 shares; 2025Q2: 85,431 shares; 2025Q3: 85,271 shares; 2025Q4: 83,899 shares; 2026Q1: 82,825 shares; 2026Q2: 82,849 shares 82,849 $12.6M 0.3% +24 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: 44,546 shares; 2024Q4: 44,536 shares; 2025Q1: 44,354 shares; 2025Q2: 43,270 shares; 2025Q3: 40,673 shares; 2025Q4: 40,325 shares; 2026Q1: 40,356 shares; 2026Q2: 39,439 shares 39,439 $12.4M 0.3% -917 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: 2,242 shares; 2024Q4: 2,362 shares; 2025Q1: 2,379 shares; 2025Q2: 2,391 shares; 2025Q3: 2,383 shares; 2025Q4: 18,577 shares; 2026Q1: 19,706 shares; 2026Q2: 21,757 shares 21,757 $12.3M 0.3% +2,051 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: 71,077 shares; 2024Q4: 70,852 shares; 2025Q1: 70,794 shares; 2025Q2: 69,887 shares; 2025Q3: 69,281 shares; 2025Q4: 67,821 shares; 2026Q1: 66,502 shares; 2026Q2: 66,047 shares 66,047 $12.2M 0.3% -455 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: 193,398 shares; 2024Q4: 192,820 shares; 2025Q1: 179,541 shares; 2025Q2: 174,622 shares; 2025Q3: 163,561 shares; 2025Q4: 156,911 shares; 2026Q1: 150,158 shares; 2026Q2: 146,477 shares 146,477 $12.1M 0.29% -3,681 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: 110,932 shares; 2024Q4: 134,341 shares; 2025Q1: 137,553 shares; 2025Q2: 138,782 shares; 2025Q3: 123,745 shares; 2025Q4: 125,707 shares; 2026Q1: 127,922 shares; 2026Q2: 133,747 shares 133,747 $12.1M 0.29% +5,825 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: 278,123 shares; 2024Q4: 271,249 shares; 2025Q1: 283,854 shares; 2025Q2: 306,677 shares; 2025Q3: 279,282 shares; 2025Q4: 272,390 shares; 2026Q1: 277,639 shares; 2026Q2: 284,410 shares 284,410 $12M 0.29% +6,771 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: 61,542 shares; 2024Q4: 63,388 shares; 2025Q1: 63,177 shares; 2025Q2: 65,027 shares; 2025Q3: 56,705 shares; 2025Q4: 56,455 shares; 2026Q1: 59,204 shares; 2026Q2: 60,772 shares 60,772 $12M 0.29% +1,568 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,251 shares; 2024Q4: 41,386 shares; 2025Q1: 41,284 shares; 2025Q2: 38,292 shares; 2025Q3: 35,101 shares; 2025Q4: 34,931 shares; 2026Q1: 36,092 shares; 2026Q2: 35,448 shares 35,448 $12M 0.29% -644 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: 9,935 shares; 2024Q4: 9,713 shares; 2025Q1: 9,265 shares; 2025Q2: 9,163 shares; 2025Q3: 9,117 shares; 2025Q4: 8,674 shares; 2026Q1: 8,311 shares; 2026Q2: 8,301 shares 8,301 $11.3M 0.27% -10 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 247,093 shares; 2024Q4: 246,397 shares; 2025Q1: 246,386 shares; 2025Q2: 239,436 shares; 2025Q3: 227,115 shares; 2025Q4: 228,305 shares; 2026Q1: 231,611 shares; 2026Q2: 227,248 shares 227,248 $11M 0.27% -4,363 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: 36,377 shares; 2024Q4: 34,284 shares; 2025Q1: 32,521 shares; 2025Q2: 31,239 shares; 2025Q3: 31,042 shares; 2025Q4: 30,996 shares; 2026Q1: 30,256 shares; 2026Q2: 29,919 shares 29,919 $10.6M 0.26% -337 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: 137,858 shares; 2024Q4: 136,536 shares; 2025Q1: 136,078 shares; 2025Q2: 137,494 shares; 2025Q3: 136,306 shares; 2025Q4: 135,856 shares; 2026Q1: 134,918 shares; 2026Q2: 133,089 shares 133,089 $10.4M 0.25% -1,829 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,777 shares; 2024Q4: 107,029 shares; 2025Q1: 105,114 shares; 2025Q2: 101,078 shares; 2025Q3: 101,198 shares; 2025Q4: 99,698 shares; 2026Q1: 99,441 shares; 2026Q2: 99,465 shares 99,465 $10.3M 0.25% +24 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: 50,425 shares; 2024Q4: 49,950 shares; 2025Q1: 48,542 shares; 2025Q2: 48,326 shares; 2025Q3: 48,365 shares; 2025Q4: 46,598 shares; 2026Q1: 46,136 shares; 2026Q2: 45,900 shares 45,900 $10.3M 0.25% -236 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: 109,927 shares; 2024Q4: 120,769 shares; 2025Q1: 130,635 shares; 2025Q2: 139,733 shares; 2025Q3: 115,719 shares; 2025Q4: 112,722 shares; 2026Q1: 115,628 shares; 2026Q2: 117,021 shares 117,021 $10.3M 0.25% +1,393 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: 185,316 shares; 2024Q4: 197,391 shares; 2025Q1: 198,343 shares; 2025Q2: 198,261 shares; 2025Q3: 177,656 shares; 2025Q4: 175,097 shares; 2026Q1: 176,097 shares; 2026Q2: 176,009 shares 176,009 $10.2M 0.25% -88 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: 38,973 shares; 2024Q4: 38,933 shares; 2025Q1: 37,220 shares; 2025Q2: 37,390 shares; 2025Q3: 37,047 shares; 2025Q4: 37,029 shares; 2026Q1: 36,739 shares; 2026Q2: 36,414 shares 36,414 $9.85M 0.24% -325 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: 12,829 shares; 2024Q4: 12,843 shares; 2025Q1: 12,843 shares; 2025Q2: 12,524 shares; 2025Q3: 12,706 shares; 2025Q4: 12,536 shares; 2026Q1: 12,534 shares; 2026Q2: 12,691 shares 12,691 $9.48M 0.23% +157 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: 116,359 shares; 2024Q4: 114,411 shares; 2025Q1: 112,826 shares; 2025Q2: 116,112 shares; 2025Q3: 114,937 shares; 2025Q4: 112,544 shares; 2026Q1: 113,717 shares; 2026Q2: 115,698 shares 115,698 $9.4M 0.23% +1,981 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 55,562 shares; 2025Q1: 62,157 shares; 2025Q2: 65,786 shares; 2025Q3: 57,041 shares; 2025Q4: 58,574 shares; 2026Q1: 61,784 shares; 2026Q2: 64,239 shares 64,239 $9.39M 0.23% +2,455 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: 25,538 shares; 2024Q4: 26,938 shares; 2025Q1: 26,058 shares; 2025Q2: 25,756 shares; 2025Q3: 25,582 shares; 2025Q4: 25,487 shares; 2026Q1: 25,801 shares; 2026Q2: 25,625 shares 25,625 $9.28M 0.22% -176 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,033 shares; 2024Q4: 48,676 shares; 2025Q1: 48,811 shares; 2025Q2: 49,517 shares; 2025Q3: 46,174 shares; 2025Q4: 47,855 shares; 2026Q1: 49,446 shares; 2026Q2: 50,823 shares 50,823 $9.13M 0.22% +1,377 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: 79,659 shares; 2024Q4: 85,480 shares; 2025Q1: 88,295 shares; 2025Q2: 91,159 shares; 2025Q3: 78,577 shares; 2025Q4: 66,677 shares; 2026Q1: 64,776 shares; 2026Q2: 64,208 shares 64,208 $8.99M 0.22% -568 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: 66,976 shares; 2024Q4: 66,976 shares; 2025Q1: 65,465 shares; 2025Q2: 63,486 shares; 2025Q3: 63,486 shares; 2025Q4: 63,496 shares; 2026Q1: 65,496 shares; 2026Q2: 65,496 shares 65,496 $8.96M 0.22% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,879 shares; 2024Q4: 55,419 shares; 2025Q1: 63,222 shares; 2025Q2: 66,913 shares; 2025Q3: 61,513 shares; 2025Q4: 64,811 shares; 2026Q1: 66,982 shares; 2026Q2: 69,985 shares 69,985 $8.76M 0.21% +3,003 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: 194,101 shares; 2024Q4: 196,586 shares; 2025Q1: 203,542 shares; 2025Q2: 219,289 shares; 2025Q3: 200,194 shares; 2025Q4: 199,229 shares; 2026Q1: 207,061 shares; 2026Q2: 208,308 shares 208,308 $8.55M 0.21% +1,247 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,070 shares; 2024Q4: 74,508 shares; 2025Q1: 71,321 shares; 2025Q2: 72,091 shares; 2025Q3: 71,106 shares; 2025Q4: 80,194 shares; 2026Q1: 82,645 shares; 2026Q2: 84,038 shares 84,038 $8.32M 0.2% +1,393 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: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 103,040 shares; 2025Q2: 107,057 shares; 2025Q3: 98,134 shares; 2025Q4: 100,861 shares; 2026Q1: 103,997 shares; 2026Q2: 112,259 shares 112,259 $8.1M 0.2% +8,262 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: 26,155 shares; 2024Q4: 26,155 shares; 2025Q1: 26,155 shares; 2025Q2: 26,153 shares; 2025Q3: 26,153 shares; 2025Q4: 26,153 shares; 2026Q1: 26,183 shares; 2026Q2: 25,744 shares 25,744 $8.06M 0.2% -439 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: 20,350 shares; 2025Q1: 19,900 shares; 2025Q2: 19,250 shares; 2025Q3: 16,650 shares; 2025Q4: 16,520 shares; 2026Q1: 18,505 shares; 2026Q2: 18,595 shares 18,595 $8.06M 0.2% +90 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54 shares; 2024Q4: 54 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: 52 shares; 2026Q1: 51 shares; 2026Q2: 22,067 shares 22,067 $7.35M 0.18% +22,016 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: 112,124 shares; 2024Q4: 120,243 shares; 2025Q1: 123,524 shares; 2025Q2: 129,523 shares; 2025Q3: 103,316 shares; 2025Q4: 107,458 shares; 2026Q1: 113,121 shares; 2026Q2: 117,544 shares 117,544 $7.28M 0.18% +4,423 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: 30,383 shares; 2024Q4: 30,108 shares; 2025Q1: 30,282 shares; 2025Q2: 29,582 shares; 2025Q3: 26,882 shares; 2025Q4: 26,045 shares; 2026Q1: 25,830 shares; 2026Q2: 25,830 shares 25,830 $7.26M 0.18% 0 Timeline NRC NRC HEALTH More: the full row for NRC HEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,600 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares; 2026Q2: 330,649 shares 330,649 $7.13M 0.17% +330,549 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,737 shares; 2024Q4: 43,737 shares; 2025Q1: 43,761 shares; 2025Q2: 43,589 shares; 2025Q3: 43,323 shares; 2025Q4: 43,199 shares; 2026Q1: 43,199 shares; 2026Q2: 43,316 shares 43,316 $7.13M 0.17% +117 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: 17,049 shares; 2024Q4: 16,826 shares; 2025Q1: 14,753 shares; 2025Q2: 15,246 shares; 2025Q3: 15,122 shares; 2025Q4: 14,989 shares; 2026Q1: 14,246 shares; 2026Q2: 14,223 shares 14,223 $7.04M 0.17% -23 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: 61,968 shares; 2024Q4: 65,193 shares; 2025Q1: 66,393 shares; 2025Q2: 66,696 shares; 2025Q3: 57,163 shares; 2025Q4: 55,233 shares; 2026Q1: 55,535 shares; 2026Q2: 55,513 shares 55,513 $7.03M 0.17% -22 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: 55,193 shares; 2024Q4: 40,504 shares; 2025Q1: 35,856 shares; 2025Q2: 32,808 shares; 2025Q3: 30,124 shares; 2025Q4: 28,853 shares; 2026Q1: 28,267 shares; 2026Q2: 28,184 shares 28,184 $6.82M 0.17% -83 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,481 shares; 2024Q4: 17,481 shares; 2025Q1: 17,481 shares; 2025Q2: 17,481 shares; 2025Q3: 17,311 shares; 2025Q4: 17,311 shares; 2026Q1: 17,311 shares; 2026Q2: 17,242 shares 17,242 $6.79M 0.16% -69 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: 38,804 shares; 2024Q4: 38,494 shares; 2025Q1: 38,549 shares; 2025Q2: 39,523 shares; 2025Q3: 35,573 shares; 2025Q4: 35,523 shares; 2026Q1: 35,507 shares; 2026Q2: 35,479 shares 35,479 $6.76M 0.16% -28 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,758 shares; 2024Q4: 74,758 shares; 2025Q1: 74,758 shares; 2025Q2: 74,758 shares; 2025Q3: 74,719 shares; 2025Q4: 74,719 shares; 2026Q1: 74,719 shares; 2026Q2: 74,719 shares 74,719 $6.62M 0.16% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,126 shares; 2024Q4: 135,126 shares; 2025Q1: 134,626 shares; 2025Q2: 134,657 shares; 2025Q3: 134,612 shares; 2025Q4: 134,609 shares; 2026Q1: 134,609 shares; 2026Q2: 133,109 shares 133,109 $6.19M 0.15% -1,500 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: 16,602 shares; 2024Q4: 16,602 shares; 2025Q1: 16,602 shares; 2025Q2: 16,602 shares; 2025Q3: 16,602 shares; 2025Q4: 21,488 shares; 2026Q1: 21,676 shares; 2026Q2: 22,004 shares 22,004 $6.13M 0.15% +328 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,110 shares; 2024Q4: 55,110 shares; 2025Q1: 54,822 shares; 2025Q2: 47,809 shares; 2025Q3: 44,307 shares; 2025Q4: 42,111 shares; 2026Q1: 34,723 shares; 2026Q2: 31,003 shares 31,003 $6.11M 0.15% -3,720 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: 39,165 shares; 2024Q4: 37,994 shares; 2025Q1: 37,469 shares; 2025Q2: 37,465 shares; 2025Q3: 37,517 shares; 2025Q4: 35,799 shares; 2026Q1: 35,597 shares; 2026Q2: 35,580 shares 35,580 $6.01M 0.15% -17 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: 58,484 shares; 2024Q4: 56,018 shares; 2025Q1: 56,027 shares; 2025Q2: 55,211 shares; 2025Q3: 52,968 shares; 2025Q4: 47,251 shares; 2026Q1: 46,469 shares; 2026Q2: 45,675 shares 45,675 $5.97M 0.14% -794 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,666 shares; 2024Q4: 62,102 shares; 2025Q1: 104,597 shares; 2025Q2: 107,868 shares; 2025Q3: 97,046 shares; 2025Q4: 94,570 shares; 2026Q1: 99,164 shares; 2026Q2: 96,407 shares 96,407 $5.85M 0.14% -2,757 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,234 shares; 2024Q4: 89,681 shares; 2025Q1: 87,289 shares; 2025Q2: 87,847 shares; 2025Q3: 89,458 shares; 2025Q4: 91,790 shares; 2026Q1: 95,942 shares; 2026Q2: 100,834 shares 100,834 $5.77M 0.14% +4,892 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: 45,763 shares; 2024Q4: 45,297 shares; 2025Q1: 40,541 shares; 2025Q2: 38,891 shares; 2025Q3: 38,425 shares; 2025Q4: 37,858 shares; 2026Q1: 36,665 shares; 2026Q2: 36,502 shares 36,502 $5.72M 0.14% -163 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,667 shares 24,667 $5.52M 0.13% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,667 shares 24,667 $5.45M 0.13% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 226 shares; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 4,643 shares; 2025Q3: 5,723 shares; 2025Q4: 6,306 shares; 2026Q1: 10,943 shares; 2026Q2: 12,743 shares 12,743 $5.19M 0.13% +1,800 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: 3,303 shares; 2024Q4: 3,190 shares; 2025Q1: 14,237 shares; 2025Q2: 12,395 shares; 2025Q3: 12,224 shares; 2025Q4: 12,244 shares; 2026Q1: 12,224 shares; 2026Q2: 12,295 shares 12,295 $5.17M 0.13% +71 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: 20,669 shares; 2024Q4: 19,752 shares; 2025Q1: 19,688 shares; 2025Q2: 18,782 shares; 2025Q3: 18,648 shares; 2025Q4: 20,220 shares; 2026Q1: 20,171 shares; 2026Q2: 20,096 shares 20,096 $4.76M 0.12% -75 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,163 shares; 2024Q4: 44,685 shares; 2025Q1: 44,248 shares; 2025Q2: 45,432 shares; 2025Q3: 45,459 shares; 2025Q4: 45,262 shares; 2026Q1: 45,237 shares; 2026Q2: 45,267 shares 45,267 $4.7M 0.11% +30 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,869 shares; 2024Q4: 41,484 shares; 2025Q1: 39,909 shares; 2025Q2: 40,902 shares; 2025Q3: 40,730 shares; 2025Q4: 40,680 shares; 2026Q1: 39,844 shares; 2026Q2: 39,414 shares 39,414 $4.65M 0.11% -430 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,232 shares; 2024Q4: 44,222 shares; 2025Q1: 43,563 shares; 2025Q2: 42,982 shares; 2025Q3: 42,982 shares; 2025Q4: 42,816 shares; 2026Q1: 42,785 shares; 2026Q2: 41,859 shares 41,859 $4.62M 0.11% -926 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,681 shares; 2024Q4: 39,168 shares; 2025Q1: 38,024 shares; 2025Q2: 41,844 shares; 2025Q3: 41,200 shares; 2025Q4: 43,138 shares; 2026Q1: 33,354 shares; 2026Q2: 33,067 shares 33,067 $4.47M 0.11% -287 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,507 shares; 2024Q4: 82,503 shares; 2025Q1: 81,253 shares; 2025Q2: 81,964 shares; 2025Q3: 83,140 shares; 2025Q4: 88,890 shares; 2026Q1: 90,586 shares; 2026Q2: 90,686 shares 90,686 $4.45M 0.11% +100 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: 207,912 shares; 2024Q4: 200,710 shares; 2025Q1: 195,453 shares; 2025Q2: 192,317 shares; 2025Q3: 190,612 shares; 2025Q4: 185,615 shares; 2026Q1: 182,352 shares; 2026Q2: 180,784 shares 180,784 $4.35M 0.11% -1,568 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 410,537 shares; 2024Q4: 415,553 shares; 2025Q1: 415,735 shares; 2025Q2: 412,018 shares; 2025Q3: 388,438 shares; 2025Q4: 204,658 shares; 2026Q1: 194,256 shares; 2026Q2: 172,743 shares 172,743 $4.24M 0.1% -21,513 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 75 shares; 2025Q2: 84 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares; 2026Q2: 49,427 shares 49,427 $4.18M 0.1% +49,339 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: 159,402 shares; 2024Q4: 153,915 shares; 2025Q1: 132,312 shares; 2025Q2: 128,795 shares; 2025Q3: 118,844 shares; 2025Q4: 55,751 shares; 2026Q1: 49,752 shares; 2026Q2: 44,591 shares 44,591 $4.18M 0.1% -5,161 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,689 shares; 2024Q4: 39,622 shares; 2025Q1: 38,853 shares; 2025Q2: 38,798 shares; 2025Q3: 36,705 shares; 2025Q4: 42,036 shares; 2026Q1: 42,957 shares; 2026Q2: 42,901 shares 42,901 $4.14M 0.1% -56 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: 5,614 shares; 2024Q4: 5,604 shares; 2025Q1: 5,633 shares; 2025Q2: 5,638 shares; 2025Q3: 5,665 shares; 2025Q4: 57,650 shares; 2026Q1: 57,600 shares; 2026Q2: 57,728 shares 57,728 $4.12M 0.1% +128 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: 16,485 shares; 2024Q4: 15,459 shares; 2025Q1: 15,359 shares; 2025Q2: 14,753 shares; 2025Q3: 14,396 shares; 2025Q4: 14,196 shares; 2026Q1: 14,578 shares; 2026Q2: 12,929 shares 12,929 $3.92M 0.09% -1,649 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,861 shares; 2024Q4: 43,411 shares; 2025Q1: 45,436 shares; 2025Q2: 42,386 shares; 2025Q3: 37,133 shares; 2025Q4: 35,664 shares; 2026Q1: 35,214 shares; 2026Q2: 33,711 shares 33,711 $3.7M 0.09% -1,503 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: 49 shares; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 21,108 shares; 2026Q1: 28,744 shares; 2026Q2: 29,594 shares 29,594 $3.65M 0.09% +850 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: 31,518 shares; 2024Q4: 31,518 shares; 2025Q1: 31,018 shares; 2025Q2: 30,018 shares; 2025Q3: 29,518 shares; 2025Q4: 29,518 shares; 2026Q1: 30,724 shares; 2026Q2: 30,722 shares 30,722 $3.59M 0.09% -2 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,648 shares; 2024Q4: 70,756 shares; 2025Q1: 67,384 shares; 2025Q2: 59,679 shares; 2025Q3: 60,218 shares; 2025Q4: 59,788 shares; 2026Q1: 61,092 shares; 2026Q2: 61,042 shares 61,042 $3.52M 0.09% -50 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: 14,229 shares; 2024Q4: 33,401 shares; 2025Q1: 37,592 shares; 2025Q2: 40,071 shares; 2025Q3: 40,158 shares; 2025Q4: 40,803 shares; 2026Q1: 40,445 shares; 2026Q2: 40,554 shares 40,554 $3.51M 0.08% +109 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: 9,455 shares; 2024Q4: 9,455 shares; 2025Q1: 9,352 shares; 2025Q2: 9,332 shares; 2025Q3: 9,308 shares; 2025Q4: 10,441 shares; 2026Q1: 9,067 shares; 2026Q2: 9,075 shares 9,075 $3.36M 0.08% +8 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 163,582 shares; 2024Q4: 163,157 shares; 2025Q1: 161,087 shares; 2025Q2: 160,495 shares; 2025Q3: 147,704 shares; 2025Q4: 145,547 shares; 2026Q1: 152,464 shares; 2026Q2: 77,634 shares 77,634 $3.35M 0.08% -74,830 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,107 shares; 2024Q4: 56,627 shares; 2025Q1: 50,024 shares; 2025Q2: 47,498 shares; 2025Q3: 47,364 shares; 2025Q4: 45,978 shares; 2026Q1: 45,712 shares; 2026Q2: 44,158 shares 44,158 $3.29M 0.08% -1,554 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,714 shares; 2024Q4: 16,762 shares; 2025Q1: 16,975 shares; 2025Q2: 16,981 shares; 2025Q3: 17,017 shares; 2025Q4: 17,027 shares; 2026Q1: 19,464 shares; 2026Q2: 19,559 shares 19,559 $3.21M 0.08% +95 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: 11,748 shares; 2024Q4: 11,698 shares; 2025Q1: 11,698 shares; 2025Q2: 11,230 shares; 2025Q3: 11,230 shares; 2025Q4: 10,480 shares; 2026Q1: 10,219 shares; 2026Q2: 9,968 shares 9,968 $3.14M 0.08% -251 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: 9,089 shares; 2024Q4: 9,141 shares; 2025Q1: 9,134 shares; 2025Q2: 9,203 shares; 2025Q3: 9,659 shares; 2025Q4: 9,645 shares; 2026Q1: 9,635 shares; 2026Q2: 38,464 shares 38,464 $3.1M 0.08% +28,829 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: 6,304 shares; 2024Q4: 6,253 shares; 2025Q1: 6,273 shares; 2025Q2: 6,273 shares; 2025Q3: 5,773 shares; 2025Q4: 5,773 shares; 2026Q1: 7,916 shares; 2026Q2: 7,939 shares 7,939 $2.97M 0.07% +23 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,643 shares; 2024Q4: 41,732 shares; 2025Q1: 41,484 shares; 2025Q2: 44,345 shares; 2025Q3: 40,789 shares; 2025Q4: 40,589 shares; 2026Q1: 40,796 shares; 2026Q2: 40,325 shares 40,325 $2.89M 0.07% -471 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: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 5,017 shares; 2025Q2: 5,021 shares; 2025Q3: 5,021 shares; 2025Q4: 5,021 shares; 2026Q1: 5,021 shares; 2026Q2: 5,021 shares 5,021 $2.88M 0.07% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,839 shares; 2024Q4: 24,112 shares; 2025Q1: 21,989 shares; 2025Q2: 22,630 shares; 2025Q3: 19,570 shares; 2025Q4: 18,996 shares; 2026Q1: 18,699 shares; 2026Q2: 18,345 shares 18,345 $2.78M 0.07% -354 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,669 shares; 2024Q4: 38,049 shares; 2025Q1: 38,049 shares; 2025Q2: 37,969 shares; 2025Q3: 37,933 shares; 2025Q4: 37,693 shares; 2026Q1: 37,693 shares; 2026Q2: 39,709 shares 39,709 $2.72M 0.07% +2,016 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,827 shares; 2024Q4: 22,798 shares; 2025Q1: 22,792 shares; 2025Q2: 22,791 shares; 2025Q3: 22,938 shares; 2025Q4: 22,759 shares; 2026Q1: 22,759 shares; 2026Q2: 22,758 shares 22,758 $2.67M 0.06% -1 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 68 shares; 2025Q2: 77 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 85 shares; 2026Q2: 47,255 shares 47,255 $2.65M 0.06% +47,170 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: 16,025 shares; 2024Q4: 16,150 shares; 2025Q1: 16,276 shares; 2025Q2: 16,325 shares; 2025Q3: 16,335 shares; 2025Q4: 16,345 shares; 2026Q1: 16,345 shares; 2026Q2: 16,275 shares 16,275 $2.64M 0.06% -70 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,089 shares; 2024Q4: 11,858 shares; 2025Q1: 11,858 shares; 2025Q2: 11,858 shares; 2025Q3: 11,858 shares; 2025Q4: 11,858 shares; 2026Q1: 11,858 shares; 2026Q2: 11,858 shares 11,858 $2.62M 0.06% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,202 shares; 2024Q4: 9,130 shares; 2025Q1: 9,519 shares; 2025Q2: 9,586 shares; 2025Q3: 9,504 shares; 2025Q4: 9,570 shares; 2026Q1: 9,307 shares; 2026Q2: 9,358 shares 9,358 $2.62M 0.06% +51 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,853 shares; 2024Q4: 1,851 shares; 2025Q1: 1,852 shares; 2025Q2: 1,917 shares; 2025Q3: 1,967 shares; 2025Q4: 1,925 shares; 2026Q1: 2,287 shares; 2026Q2: 2,209 shares 2,209 $2.6M 0.06% -78 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,515 shares; 2024Q4: 33,581 shares; 2025Q1: 30,089 shares; 2025Q2: 24,182 shares; 2025Q3: 24,017 shares; 2025Q4: 23,445 shares; 2026Q1: 22,652 shares; 2026Q2: 22,168 shares 22,168 $2.52M 0.06% -484 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: 36,368 shares; 2024Q4: 35,853 shares; 2025Q1: 33,903 shares; 2025Q2: 33,177 shares; 2025Q3: 33,070 shares; 2025Q4: 28,008 shares; 2026Q1: 27,406 shares; 2026Q2: 27,261 shares 27,261 $2.5M 0.06% -145 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: 18,516 shares; 2024Q4: 17,979 shares; 2025Q1: 16,848 shares; 2025Q2: 16,920 shares; 2025Q3: 16,213 shares; 2025Q4: 15,813 shares; 2026Q1: 15,499 shares; 2026Q2: 15,232 shares 15,232 $2.47M 0.06% -267 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,835 shares; 2025Q2: 22,489 shares; 2025Q3: 22,157 shares; 2025Q4: 25,293 shares; 2026Q1: 25,630 shares; 2026Q2: 25,766 shares 25,766 $2.46M 0.06% +136 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,970 shares; 2024Q4: 40,970 shares; 2025Q1: 40,970 shares; 2025Q2: 40,968 shares; 2025Q3: 40,968 shares; 2025Q4: 40,918 shares; 2026Q1: 40,918 shares; 2026Q2: 39,161 shares 39,161 $2.39M 0.06% -1,757 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: 29,348 shares; 2024Q4: 28,227 shares; 2025Q1: 27,189 shares; 2025Q2: 26,059 shares; 2025Q3: 23,982 shares; 2025Q4: 22,841 shares; 2026Q1: 22,296 shares; 2026Q2: 22,084 shares 22,084 $2.37M 0.06% -212 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,530 shares; 2024Q4: 9,503 shares; 2025Q1: 9,503 shares; 2025Q2: 9,453 shares; 2025Q3: 9,453 shares; 2025Q4: 9,433 shares; 2026Q1: 9,755 shares; 2026Q2: 9,658 shares 9,658 $2.35M 0.06% -97 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,048 shares; 2024Q4: 20,093 shares; 2025Q1: 20,694 shares; 2025Q2: 22,196 shares; 2025Q3: 21,393 shares; 2025Q4: 19,879 shares; 2026Q1: 19,778 shares; 2026Q2: 19,319 shares 19,319 $2.34M 0.06% -459 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: 78,349 shares; 2024Q4: 74,302 shares; 2025Q1: 68,604 shares; 2025Q2: 64,519 shares; 2025Q3: 17,992 shares; 2025Q4: 16,137 shares; 2026Q1: 16,137 shares; 2026Q2: 16,371 shares 16,371 $2.29M 0.06% +234 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: 10,549 shares; 2024Q4: 10,608 shares; 2025Q1: 10,498 shares; 2025Q2: 10,457 shares; 2025Q3: 10,527 shares; 2025Q4: 10,452 shares; 2026Q1: 10,237 shares; 2026Q2: 10,141 shares 10,141 $2.2M 0.05% -96 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: 6,417 shares; 2024Q4: 6,413 shares; 2025Q1: 6,428 shares; 2025Q2: 4,716 shares; 2025Q3: 4,715 shares; 2025Q4: 4,377 shares; 2026Q1: 4,267 shares; 2026Q2: 4,223 shares 4,223 $2.17M 0.05% -44 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: 49,535 shares; 2024Q4: 48,535 shares; 2025Q1: 48,535 shares; 2025Q2: 45,477 shares; 2025Q3: 45,657 shares; 2025Q4: 45,657 shares; 2026Q1: 45,127 shares; 2026Q2: 45,122 shares 45,122 $2.14M 0.05% -5 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: 1,170 shares; 2024Q4: 1,130 shares; 2025Q1: 1,126 shares; 2025Q2: 1,051 shares; 2025Q3: 706 shares; 2025Q4: 691 shares; 2026Q1: 689 shares; 2026Q2: 669 shares 669 $2.14M 0.05% -20 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,991 shares 12,991 $1.96M 0.05% new 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: 3,909 shares; 2024Q4: 4,082 shares; 2025Q1: 4,096 shares; 2025Q2: 3,870 shares; 2025Q3: 3,871 shares; 2025Q4: 3,775 shares; 2026Q1: 3,801 shares; 2026Q2: 3,765 shares 3,765 $1.89M 0.05% -36 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: 8,034 shares; 2024Q4: 8,248 shares; 2025Q1: 8,034 shares; 2025Q2: 8,034 shares; 2025Q3: 8,034 shares; 2025Q4: 8,034 shares; 2026Q1: 8,034 shares; 2026Q2: 8,034 shares 8,034 $1.76M 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,289 shares; 2024Q4: 76,093 shares; 2025Q1: 71,358 shares; 2025Q2: 64,824 shares; 2025Q3: 63,122 shares; 2025Q4: 59,390 shares; 2026Q1: 57,362 shares; 2026Q2: 50,256 shares 50,256 $1.75M 0.04% -7,106 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,638 shares; 2024Q4: 11,638 shares; 2025Q1: 11,638 shares; 2025Q2: 11,637 shares; 2025Q3: 11,867 shares; 2025Q4: 11,638 shares; 2026Q1: 11,638 shares; 2026Q2: 11,637 shares 11,637 $1.72M 0.04% -1 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: 3,625 shares; 2024Q4: 3,625 shares; 2025Q1: 3,662 shares; 2025Q2: 3,952 shares; 2025Q3: 4,102 shares; 2025Q4: 3,711 shares; 2026Q1: 4,636 shares; 2026Q2: 4,576 shares 4,576 $1.69M 0.04% -60 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: 3,726 shares; 2024Q4: 3,931 shares; 2025Q1: 3,931 shares; 2025Q2: 3,817 shares; 2025Q3: 3,813 shares; 2025Q4: 3,758 shares; 2026Q1: 3,778 shares; 2026Q2: 3,793 shares 3,793 $1.62M 0.04% +15 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,256 shares; 2024Q4: 12,259 shares; 2025Q1: 12,259 shares; 2025Q2: 11,741 shares; 2025Q3: 11,741 shares; 2025Q4: 11,741 shares; 2026Q1: 10,948 shares; 2026Q2: 10,948 shares 10,948 $1.55M 0.04% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,270 shares; 2024Q4: 9,270 shares; 2025Q1: 9,000 shares; 2025Q2: 9,200 shares; 2025Q3: 8,847 shares; 2025Q4: 8,847 shares; 2026Q1: 8,546 shares; 2026Q2: 8,546 shares 8,546 $1.55M 0.04% 0 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: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,631 shares; 2025Q2: 2,631 shares; 2025Q3: 2,851 shares; 2025Q4: 2,629 shares; 2026Q1: 2,623 shares; 2026Q2: 17,622 shares 17,622 $1.52M 0.04% +14,999 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: 9,774 shares; 2024Q4: 9,739 shares; 2025Q1: 9,739 shares; 2025Q2: 9,739 shares; 2025Q3: 9,739 shares; 2025Q4: 9,389 shares; 2026Q1: 9,386 shares; 2026Q2: 9,386 shares 9,386 $1.5M 0.04% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,755 shares; 2024Q4: 2,755 shares; 2025Q1: 2,218 shares; 2025Q2: 2,218 shares; 2025Q3: 2,303 shares; 2025Q4: 2,305 shares; 2026Q1: 2,200 shares; 2026Q2: 2,100 shares 2,100 $1.5M 0.04% -100 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,263 shares; 2024Q4: 31,263 shares; 2025Q1: 30,763 shares; 2025Q2: 30,227 shares; 2025Q3: 29,977 shares; 2025Q4: 24,358 shares; 2026Q1: 23,361 shares; 2026Q2: 20,451 shares 20,451 $1.47M 0.04% -2,910 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 32,890 shares; 2026Q2: 33,752 shares 33,752 $1.46M 0.04% +862 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: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 6,993 shares; 2025Q2: 7,035 shares; 2025Q3: 7,049 shares; 2025Q4: 6,473 shares; 2026Q1: 6,378 shares; 2026Q2: 6,442 shares 6,442 $1.46M 0.04% +64 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,851 shares; 2024Q4: 18,639 shares; 2025Q1: 16,002 shares; 2025Q2: 14,710 shares; 2025Q3: 14,630 shares; 2025Q4: 14,520 shares; 2026Q1: 14,511 shares; 2026Q2: 19,478 shares 19,478 $1.33M 0.03% +4,967 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,900 shares; 2024Q4: 41,868 shares; 2025Q1: 35,586 shares; 2025Q2: 35,022 shares; 2025Q3: 35,022 shares; 2025Q4: 35,022 shares; 2026Q1: 41,612 shares; 2026Q2: 41,456 shares 41,456 $1.31M 0.03% -156 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,066 shares; 2024Q4: 24,066 shares; 2025Q1: 24,066 shares; 2025Q2: 23,831 shares; 2025Q3: 23,831 shares; 2025Q4: 23,831 shares; 2026Q1: 23,831 shares; 2026Q2: 23,831 shares 23,831 $1.29M 0.03% 0 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: 14,080 shares; 2024Q4: 14,075 shares; 2025Q1: 14,045 shares; 2025Q2: 13,486 shares; 2025Q3: 13,491 shares; 2025Q4: 13,490 shares; 2026Q1: 12,990 shares; 2026Q2: 13,000 shares 13,000 $1.24M 0.03% +10 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: 80,695 shares; 2024Q4: 79,488 shares; 2025Q1: 77,643 shares; 2025Q2: 77,864 shares; 2025Q3: 62,944 shares; 2025Q4: 59,362 shares; 2026Q1: 60,967 shares; 2026Q2: 56,967 shares 56,967 $1.18M 0.03% -4,000 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: 29,498 shares; 2024Q4: 28,802 shares; 2025Q1: 20,234 shares; 2025Q2: 19,667 shares; 2025Q3: 18,192 shares; 2025Q4: 17,139 shares; 2026Q1: 16,062 shares; 2026Q2: 15,943 shares 15,943 $1.17M 0.03% -119 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,350 shares; 2024Q4: 6,350 shares; 2025Q1: 6,350 shares; 2025Q2: 6,350 shares; 2025Q3: 6,460 shares; 2025Q4: 6,350 shares; 2026Q1: 6,350 shares; 2026Q2: 6,350 shares 6,350 $1.13M 0.03% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,124 shares; 2024Q4: 7,124 shares; 2025Q1: 7,124 shares; 2025Q2: 7,124 shares; 2025Q3: 7,124 shares; 2025Q4: 7,124 shares; 2026Q1: 7,132 shares; 2026Q2: 7,142 shares 7,142 $1.12M 0.03% +10 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,051 shares; 2024Q4: 3,038 shares; 2025Q1: 3,038 shares; 2025Q2: 3,262 shares; 2025Q3: 3,262 shares; 2025Q4: 3,262 shares; 2026Q1: 3,562 shares; 2026Q2: 3,570 shares 3,570 $1.09M 0.03% +8 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,261 shares; 2024Q4: 8,067 shares; 2025Q1: 8,041 shares; 2025Q2: 7,725 shares; 2025Q3: 7,695 shares; 2025Q4: 7,193 shares; 2026Q1: 7,119 shares; 2026Q2: 4,779 shares 4,779 $1.09M 0.03% -2,340 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,952 shares; 2024Q4: 2,914 shares; 2025Q1: 2,854 shares; 2025Q2: 2,854 shares; 2025Q3: 2,856 shares; 2025Q4: 5,691 shares; 2026Q1: 5,691 shares; 2026Q2: 5,691 shares 5,691 $1.08M 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,080 shares; 2026Q1: 12,166 shares; 2026Q2: 12,138 shares 12,138 $1.08M 0.03% -28 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,176 shares; 2024Q4: 14,587 shares; 2025Q1: 14,587 shares; 2025Q2: 14,536 shares; 2025Q3: 14,552 shares; 2025Q4: 14,336 shares; 2026Q1: 14,231 shares; 2026Q2: 14,230 shares 14,230 $1.07M 0.03% -1 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: 1,587 shares; 2024Q4: 1,487 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,569 shares; 2025Q4: 1,469 shares; 2026Q1: 1,497 shares; 2026Q2: 1,485 shares 1,485 $1.07M 0.03% -12 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,303 shares; 2024Q4: 15,303 shares; 2025Q1: 15,285 shares; 2025Q2: 15,288 shares; 2025Q3: 15,291 shares; 2025Q4: 15,294 shares; 2026Q1: 14,316 shares; 2026Q2: 14,276 shares 14,276 $1.03M 0.03% -40 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,728 shares; 2024Q4: 4,728 shares; 2025Q1: 5,164 shares; 2025Q2: 5,109 shares; 2025Q3: 5,427 shares; 2025Q4: 5,427 shares; 2026Q1: 5,605 shares; 2026Q2: 5,180 shares 5,180 $1.02M 0.02% -425 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: 8,861 shares; 2024Q4: 8,861 shares; 2025Q1: 8,861 shares; 2025Q2: 8,648 shares; 2025Q3: 8,648 shares; 2025Q4: 8,478 shares; 2026Q1: 8,011 shares; 2026Q2: 7,986 shares 7,986 $1.01M 0.02% -25 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: 72,910 shares; 2024Q4: 73,910 shares; 2025Q1: 73,910 shares; 2025Q2: 70,435 shares; 2025Q3: 70,285 shares; 2025Q4: 53,535 shares; 2026Q1: 53,035 shares; 2026Q2: 52,035 shares 52,035 $994K 0.02% -1,000 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: 3,866 shares; 2024Q4: 3,866 shares; 2025Q1: 3,422 shares; 2025Q2: 3,372 shares; 2025Q3: 3,272 shares; 2025Q4: 3,002 shares; 2026Q1: 2,765 shares; 2026Q2: 2,735 shares 2,735 $969K 0.02% -30 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: 9,927 shares; 2024Q4: 8,188 shares; 2025Q1: 6,660 shares; 2025Q2: 6,546 shares; 2025Q3: 6,056 shares; 2025Q4: 5,991 shares; 2026Q1: 5,936 shares; 2026Q2: 5,930 shares 5,930 $966K 0.02% -6 Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,656 shares; 2025Q3: 13,709 shares; 2025Q4: 13,659 shares; 2026Q1: 13,621 shares; 2026Q2: 13,121 shares 13,121 $966K 0.02% -500 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,046 shares; 2024Q4: 7,641 shares; 2025Q1: 7,255 shares; 2025Q2: 5,543 shares; 2025Q3: 5,543 shares; 2025Q4: 5,293 shares; 2026Q1: 4,434 shares; 2026Q2: 3,978 shares 3,978 $964K 0.02% -456 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: 18,139 shares; 2024Q4: 18,139 shares; 2025Q1: 15,639 shares; 2025Q2: 14,139 shares; 2025Q3: 14,139 shares; 2025Q4: 14,154 shares; 2026Q1: 13,154 shares; 2026Q2: 12,644 shares 12,644 $940K 0.02% -510 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: 13,606 shares; 2024Q4: 13,406 shares; 2025Q1: 13,206 shares; 2025Q2: 13,673 shares; 2025Q3: 12,923 shares; 2025Q4: 12,923 shares; 2026Q1: 13,005 shares; 2026Q2: 13,005 shares 13,005 $936K 0.02% 0 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: 933 shares; 2024Q4: 933 shares; 2025Q1: 933 shares; 2025Q2: 933 shares; 2025Q3: 955 shares; 2025Q4: 955 shares; 2026Q1: 956 shares; 2026Q2: 956 shares 956 $923K 0.02% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,208 shares; 2024Q4: 101,148 shares; 2025Q1: 100,258 shares; 2025Q2: 103,112 shares; 2025Q3: 93,633 shares; 2025Q4: 89,835 shares; 2026Q1: 92,659 shares; 2026Q2: 38,679 shares 38,679 $914K 0.02% -53,980 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: 1,030 shares; 2024Q4: 965 shares; 2025Q1: 815 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 780 shares; 2026Q1: 791 shares; 2026Q2: 790 shares 790 $912K 0.02% -1 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: 949 shares; 2024Q4: 949 shares; 2025Q1: 949 shares; 2025Q2: 944 shares; 2025Q3: 944 shares; 2025Q4: 944 shares; 2026Q1: 944 shares; 2026Q2: 7,378 shares 7,378 $882K 0.02% +6,434 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,006 shares; 2024Q4: 4,006 shares; 2025Q1: 3,967 shares; 2025Q2: 3,947 shares; 2025Q3: 3,942 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares; 2026Q2: 3,830 shares 3,830 $828K 0.02% -111 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: 1,610 shares; 2024Q4: 1,574 shares; 2025Q1: 1,574 shares; 2025Q2: 1,297 shares; 2025Q3: 1,294 shares; 2025Q4: 1,294 shares; 2026Q1: 1,307 shares; 2026Q2: 1,265 shares 1,265 $802K 0.02% -42 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 4,285 shares; 2025Q1: 4,185 shares; 2025Q2: 4,085 shares; 2025Q3: 3,935 shares; 2025Q4: 3,839 shares; 2026Q1: 3,734 shares; 2026Q2: 3,765 shares 3,765 $798K 0.02% +31 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 3,003 shares; 2025Q1: 2,609 shares; 2025Q2: 2,609 shares; 2025Q3: 2,609 shares; 2025Q4: 2,359 shares; 2026Q1: 1,665 shares; 2026Q2: 6,324 shares 6,324 $785K 0.02% +4,659 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: 3,817 shares; 2024Q4: 3,817 shares; 2025Q1: 3,817 shares; 2025Q2: 7,037 shares; 2025Q3: 7,527 shares; 2025Q4: 7,222 shares; 2026Q1: 7,222 shares; 2026Q2: 7,935 shares 7,935 $766K 0.02% +713 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,209 shares; 2024Q4: 5,200 shares; 2025Q1: 5,100 shares; 2025Q2: 4,820 shares; 2025Q3: 4,520 shares; 2025Q4: 4,469 shares; 2026Q1: 4,349 shares; 2026Q2: 4,443 shares 4,443 $745K 0.02% +94 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,326 shares; 2024Q4: 21,304 shares; 2025Q1: 21,304 shares; 2025Q2: 21,304 shares; 2025Q3: 21,304 shares; 2025Q4: 21,304 shares; 2026Q1: 21,304 shares; 2026Q2: 21,304 shares 21,304 $721K 0.02% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,133 shares; 2024Q4: 4,133 shares; 2025Q1: 4,133 shares; 2025Q2: 4,133 shares; 2025Q3: 4,133 shares; 2025Q4: 4,133 shares; 2026Q1: 4,133 shares; 2026Q2: 4,133 shares 4,133 $718K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,419 shares; 2024Q4: 65,325 shares; 2025Q1: 62,322 shares; 2025Q2: 65,238 shares; 2025Q3: 53,784 shares; 2025Q4: 29,345 shares; 2026Q1: 26,531 shares; 2026Q2: 25,647 shares 25,647 $702K 0.02% -884 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,830 shares; 2024Q4: 8,758 shares; 2025Q1: 8,755 shares; 2025Q2: 8,155 shares; 2025Q3: 8,155 shares; 2025Q4: 8,005 shares; 2026Q1: 8,005 shares; 2026Q2: 8,003 shares 8,003 $689K 0.02% -2 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $658K 0.02% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 1,093 shares; 2025Q1: 717 shares; 2025Q2: 743 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares; 2026Q2: 880 shares 880 $648K 0.02% -5 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,055 shares; 2024Q4: 9,055 shares; 2025Q1: 9,279 shares; 2025Q2: 9,279 shares; 2025Q3: 9,279 shares; 2025Q4: 9,279 shares; 2026Q1: 8,779 shares; 2026Q2: 8,279 shares 8,279 $642K 0.02% -500 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,202 shares; 2024Q4: 100,335 shares; 2025Q1: 65,616 shares; 2025Q2: 60,646 shares; 2025Q3: 45,142 shares; 2025Q4: 43,347 shares; 2026Q1: 41,903 shares; 2026Q2: 40,240 shares 40,240 $632K 0.02% -1,663 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,426 shares; 2024Q4: 5,626 shares; 2025Q1: 5,626 shares; 2025Q2: 5,976 shares; 2025Q3: 5,876 shares; 2025Q4: 8,472 shares; 2026Q1: 8,372 shares; 2026Q2: 8,239 shares 8,239 $600K 0.01% -133 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,355 shares; 2024Q4: 1,354 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,177 shares; 2026Q2: 1,177 shares 1,177 $600K 0.01% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,915 shares; 2024Q4: 10,915 shares; 2025Q1: 10,915 shares; 2025Q2: 10,915 shares; 2025Q3: 10,915 shares; 2025Q4: 10,915 shares; 2026Q1: 10,915 shares; 2026Q2: 10,915 shares 10,915 $586K 0.01% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,018 shares; 2024Q4: 4,018 shares; 2025Q1: 4,038 shares; 2025Q2: 4,053 shares; 2025Q3: 4,058 shares; 2025Q4: 4,058 shares; 2026Q1: 4,058 shares; 2026Q2: 4,062 shares 4,062 $580K 0.01% +4 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,588 shares; 2024Q4: 13,588 shares; 2025Q1: 13,588 shares; 2025Q2: 13,588 shares; 2025Q3: 13,588 shares; 2025Q4: 13,588 shares; 2026Q1: 13,588 shares; 2026Q2: 13,088 shares 13,088 $571K 0.01% -500 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,063 shares; 2024Q4: 8,063 shares; 2025Q1: 7,116 shares; 2025Q2: 7,135 shares; 2025Q3: 7,135 shares; 2025Q4: 7,143 shares; 2026Q1: 7,143 shares; 2026Q2: 7,143 shares 7,143 $556K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,500 shares; 2024Q4: 14,485 shares; 2025Q1: 12,508 shares; 2025Q2: 11,982 shares; 2025Q3: 12,242 shares; 2025Q4: 11,860 shares; 2026Q1: 11,695 shares; 2026Q2: 11,095 shares 11,095 $553K 0.01% -600 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,110 shares; 2025Q1: 5,110 shares; 2025Q2: 4,560 shares; 2025Q3: 4,560 shares; 2025Q4: 4,531 shares; 2026Q1: 4,531 shares; 2026Q2: 4,500 shares 4,500 $546K 0.01% -31 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,470 shares; 2024Q4: 9,470 shares; 2025Q1: 9,470 shares; 2025Q2: 9,540 shares; 2025Q3: 9,470 shares; 2025Q4: 9,470 shares; 2026Q1: 9,685 shares; 2026Q2: 9,685 shares 9,685 $546K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,140 shares; 2024Q4: 3,220 shares; 2025Q1: 3,211 shares; 2025Q2: 2,960 shares; 2025Q3: 2,300 shares; 2025Q4: 2,285 shares; 2026Q1: 2,285 shares; 2026Q2: 2,285 shares 2,285 $543K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 117 shares; 2026Q1: 117 shares; 2026Q2: 2,915 shares 2,915 $520K 0.01% +2,798 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,294 shares; 2024Q4: 3,294 shares; 2025Q1: 3,294 shares; 2025Q2: 3,294 shares; 2025Q3: 3,294 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares; 2026Q2: 3,294 shares 3,294 $515K 0.01% 0 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: 6,562 shares; 2024Q4: 6,330 shares; 2025Q1: 5,910 shares; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares; 2025Q4: 5,813 shares; 2026Q1: 5,813 shares; 2026Q2: 5,065 shares 5,065 $498K 0.01% -748 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,650 shares; 2024Q4: 13,650 shares; 2025Q1: 12,625 shares; 2025Q2: 12,625 shares; 2025Q3: 12,625 shares; 2025Q4: 11,875 shares; 2026Q1: 12,625 shares; 2026Q2: 12,625 shares 12,625 $493K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 7,122 shares; 2026Q1: 9,011 shares; 2026Q2: 8,918 shares 8,918 $474K 0.01% -93 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,766 shares; 2024Q4: 4,766 shares; 2025Q1: 4,631 shares; 2025Q2: 4,631 shares; 2025Q3: 4,630 shares; 2025Q4: 3,480 shares; 2026Q1: 1,942 shares; 2026Q2: 1,942 shares 1,942 $462K 0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,719 shares; 2026Q2: 2,716 shares 2,716 $461K 0.01% -3 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,615 shares; 2025Q2: 3,615 shares; 2025Q3: 3,615 shares; 2025Q4: 3,615 shares; 2026Q1: 3,615 shares; 2026Q2: 3,615 shares 3,615 $450K 0.01% 0 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,064 shares; 2024Q4: 7,984 shares; 2025Q1: 4,036 shares; 2025Q2: 4,040 shares; 2025Q3: 4,040 shares; 2025Q4: 4,040 shares; 2026Q1: 4,040 shares; 2026Q2: 4,037 shares 4,037 $446K 0.01% -3 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 3,205 shares 3,205 $438K 0.01% +1,105 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,801 shares; 2024Q4: 14,241 shares; 2025Q1: 16,669 shares; 2025Q2: 17,833 shares; 2025Q3: 18,083 shares; 2025Q4: 15,437 shares; 2026Q1: 15,543 shares; 2026Q2: 4,621 shares 4,621 $438K 0.01% -10,922 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 1,225 shares; 2026Q2: 1,126 shares 1,126 $422K 0.01% -99 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: 675 shares; 2024Q4: 675 shares; 2025Q1: 637 shares; 2025Q2: 637 shares; 2025Q3: 637 shares; 2025Q4: 637 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $422K 0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,646 shares; 2024Q4: 24,646 shares; 2025Q1: 24,646 shares; 2025Q2: 24,646 shares; 2025Q3: 24,546 shares; 2025Q4: 22,546 shares; 2026Q1: 22,046 shares; 2026Q2: 21,546 shares 21,546 $412K 0.01% -500 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: 13,629 shares; 2024Q4: 13,818 shares; 2025Q1: 13,818 shares; 2025Q2: 13,818 shares; 2025Q3: 13,817 shares; 2025Q4: 13,717 shares; 2026Q1: 13,717 shares; 2026Q2: 13,617 shares 13,617 $411K 0.01% -100 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,690 shares; 2024Q4: 8,690 shares; 2025Q1: 8,690 shares; 2025Q2: 8,690 shares; 2025Q3: 8,690 shares; 2025Q4: 8,742 shares; 2026Q1: 7,285 shares; 2026Q2: 7,285 shares 7,285 $410K 0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,659 shares; 2024Q4: 1,742 shares; 2025Q1: 3,623 shares; 2025Q2: 3,687 shares; 2025Q3: 3,557 shares; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares; 2026Q2: 1,863 shares 1,863 $406K 0.01% -1,694 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,596 shares; 2024Q4: 13,563 shares; 2025Q1: 13,563 shares; 2025Q2: 13,320 shares; 2025Q3: 13,320 shares; 2025Q4: 12,945 shares; 2026Q1: 13,151 shares; 2026Q2: 13,151 shares 13,151 $387K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,133 shares; 2024Q4: 5,133 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares; 2025Q3: 5,343 shares; 2025Q4: 5,133 shares; 2026Q1: 7,133 shares; 2026Q2: 7,133 shares 7,133 $382K 0.01% 0 Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES 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: 5,240 shares; 2026Q2: 5,240 shares 5,240 $379K 0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,304 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,303 shares; 2026Q2: 1,303 shares 1,303 $377K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,350 shares; 2024Q4: 10,450 shares; 2025Q1: 9,950 shares; 2025Q2: 9,950 shares; 2025Q3: 9,950 shares; 2025Q4: 9,950 shares; 2026Q1: 9,950 shares; 2026Q2: 10,855 shares 10,855 $376K 0.01% +905 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,252 shares; 2024Q4: 4,252 shares; 2025Q1: 4,195 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares; 2026Q1: 4,205 shares; 2026Q2: 4,205 shares 4,205 $373K 0.01% 0 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: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 1,108 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: 1,108 shares; 2026Q1: 1,108 shares; 2026Q2: 1,103 shares 1,103 $364K 0.01% -5 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,793 shares; 2024Q4: 13,703 shares; 2025Q1: 13,639 shares; 2025Q2: 9,503 shares; 2025Q3: 9,503 shares; 2025Q4: 9,176 shares; 2026Q1: 8,926 shares; 2026Q2: 8,923 shares 8,923 $361K 0.01% -3 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 4,758 shares; 2025Q2: 4,736 shares; 2025Q3: 4,711 shares; 2025Q4: 4,696 shares; 2026Q1: 4,684 shares; 2026Q2: 4,681 shares 4,681 $356K 0.01% -3 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,246 shares; 2024Q4: 8,516 shares; 2025Q1: 6,516 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,500 shares; 2026Q1: 6,500 shares; 2026Q2: 6,500 shares 6,500 $343K 0.01% 0 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,332 shares; 2026Q2: 2,342 shares 2,342 $335K 0.01% +10 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,642 shares; 2025Q3: 5,642 shares; 2025Q4: 8,463 shares; 2026Q1: 7,816 shares; 2026Q2: 7,846 shares 7,846 $334K 0.01% +30 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: 5,178 shares; 2024Q4: 5,173 shares; 2025Q1: 4,975 shares; 2025Q2: 4,876 shares; 2025Q3: 4,810 shares; 2025Q4: 3,459 shares; 2026Q1: 4,111 shares; 2026Q2: 4,071 shares 4,071 $327K 0.01% -40 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: 13,105 shares; 2024Q4: 13,105 shares; 2025Q1: 13,105 shares; 2025Q2: 13,684 shares; 2025Q3: 13,630 shares; 2025Q4: 10,105 shares; 2026Q1: 10,105 shares; 2026Q2: 10,105 shares 10,105 $323K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,535 shares; 2024Q4: 8,535 shares; 2025Q1: 8,535 shares; 2025Q2: 8,535 shares; 2025Q3: 8,535 shares; 2025Q4: 8,535 shares; 2026Q1: 8,035 shares; 2026Q2: 8,635 shares 8,635 $317K 0.01% +600 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 381 shares; 2024Q4: 381 shares; 2025Q1: 393 shares; 2025Q2: 397 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 393 shares 393 $312K 0.01% -7 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: 1,000 shares; 2024Q4: 2,340 shares; 2025Q1: 2,332 shares; 2025Q2: 2,412 shares; 2025Q3: 2,477 shares; 2025Q4: 2,557 shares; 2026Q1: 2,657 shares; 2026Q2: 2,677 shares 2,677 $312K 0.01% +20 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: 4,916 shares; 2024Q4: 4,916 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 1,921 shares; 2026Q2: 2,121 shares 2,121 $307K 0.01% +200 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,852 shares; 2024Q4: 14,260 shares; 2025Q1: 13,155 shares; 2025Q2: 10,215 shares; 2025Q3: 10,060 shares; 2025Q4: 9,685 shares; 2026Q1: 9,685 shares; 2026Q2: 9,685 shares 9,685 $306K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,530 shares; 2024Q4: 4,137 shares; 2025Q1: 3,623 shares; 2025Q2: 2,905 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,825 shares; 2026Q2: 2,822 shares 2,822 $304K 0.01% -3 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,415 shares; 2024Q4: 2,352 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,840 shares; 2026Q2: 1,840 shares 1,840 $291K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 7,756 shares; 2026Q1: 6,756 shares; 2026Q2: 3,709 shares 3,709 $288K 0.01% -3,047 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,236 shares; 2024Q4: 2,236 shares; 2025Q1: 2,236 shares; 2025Q2: 2,236 shares; 2025Q3: 2,236 shares; 2025Q4: 2,621 shares; 2026Q1: 2,661 shares; 2026Q2: 2,679 shares 2,679 $287K 0.01% +18 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,285 shares; 2024Q4: 7,280 shares; 2025Q1: 7,179 shares; 2025Q2: 6,106 shares; 2025Q3: 5,856 shares; 2025Q4: 3,699 shares; 2026Q1: 3,689 shares; 2026Q2: 3,689 shares 3,689 $284K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 993 shares; 2024Q4: 890 shares; 2025Q1: 1,059 shares; 2025Q2: 1,051 shares; 2025Q3: 1,046 shares; 2025Q4: 941 shares; 2026Q1: 840 shares; 2026Q2: 838 shares 838 $283K 0.01% -2 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: 2,175 shares; 2024Q4: 2,175 shares; 2025Q1: 1,755 shares; 2025Q2: 1,757 shares; 2025Q3: 1,757 shares; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares; 2026Q2: 1,731 shares 1,731 $283K 0.01% -33 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: 3,488 shares; 2024Q4: 3,701 shares; 2025Q1: 3,559 shares; 2025Q2: 3,546 shares; 2025Q3: 3,928 shares; 2025Q4: 3,262 shares; 2026Q1: 3,272 shares; 2026Q2: 3,293 shares 3,293 $279K 0.01% +21 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,544 shares; 2024Q4: 8,458 shares; 2025Q1: 5,700 shares; 2025Q2: 4,911 shares; 2025Q3: 4,660 shares; 2025Q4: 4,591 shares; 2026Q1: 4,389 shares; 2026Q2: 4,014 shares 4,014 $275K 0.01% -375 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: 3,809 shares; 2024Q4: 3,884 shares; 2025Q1: 4,065 shares; 2025Q2: 3,965 shares; 2025Q3: 3,365 shares; 2025Q4: 3,380 shares; 2026Q1: 3,380 shares; 2026Q2: 3,130 shares 3,130 $272K 0.01% -250 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96 shares; 2024Q4: 89 shares; 2025Q1: 89 shares; 2025Q2: 261 shares; 2025Q3: 528 shares; 2025Q4: 473 shares; 2026Q1: 773 shares; 2026Q2: 731 shares 731 $267K 0.01% -42 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: 3,840 shares; 2024Q4: 3,840 shares; 2025Q1: 4,248 shares; 2025Q2: 4,248 shares; 2025Q3: 4,248 shares; 2025Q4: 4,248 shares; 2026Q1: 4,248 shares; 2026Q2: 4,248 shares 4,248 $267K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 891 shares; 2024Q4: 886 shares; 2025Q1: 1,081 shares; 2025Q2: 1,078 shares; 2025Q3: 1,228 shares; 2025Q4: 1,062 shares; 2026Q1: 1,179 shares; 2026Q2: 1,266 shares 1,266 $265K 0.01% +87 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: 1,136 shares; 2024Q4: 1,221 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,220 shares; 2025Q4: 1,182 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares 1,182 $261K 0.01% 0 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: 2,456 shares; 2024Q4: 2,456 shares; 2025Q1: 2,456 shares; 2025Q2: 2,451 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares; 2026Q1: 2,451 shares; 2026Q2: 2,621 shares 2,621 $252K 0.01% +170 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $250K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,499 shares; 2024Q4: 3,041 shares; 2025Q1: 3,026 shares; 2025Q2: 3,329 shares; 2025Q3: 1,765 shares; 2025Q4: 1,241 shares; 2026Q1: 1,241 shares; 2026Q2: 1,239 shares 1,239 $250K 0.01% -2 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,176 shares; 2024Q4: 16,176 shares; 2025Q1: 16,176 shares; 2025Q2: 16,176 shares; 2025Q3: 16,176 shares; 2025Q4: 16,176 shares; 2026Q1: 16,176 shares; 2026Q2: 16,176 shares 16,176 $246K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 125 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $244K 0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 7,567 shares; 2026Q1: 4,266 shares; 2026Q2: 4,040 shares 4,040 $243K 0.01% -226 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,824 shares; 2024Q4: 2,889 shares; 2025Q1: 2,869 shares; 2025Q2: 2,559 shares; 2025Q3: 2,502 shares; 2025Q4: 2,332 shares; 2026Q1: 2,332 shares; 2026Q2: 2,053 shares 2,053 $242K 0.01% -279 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,642 shares; 2024Q4: 1,642 shares; 2025Q1: 1,642 shares; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,647 shares; 2026Q1: 1,647 shares; 2026Q2: 1,647 shares 1,647 $239K 0.01% 0 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: 3,888 shares; 2024Q4: 13,598 shares; 2025Q1: 13,588 shares; 2025Q2: 13,588 shares; 2025Q3: 13,588 shares; 2025Q4: 13,722 shares; 2026Q1: 10,938 shares; 2026Q2: 10,488 shares 10,488 $238K 0.01% -450 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,320 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares; 2026Q2: 1,367 shares 1,367 $232K 0.01% +57 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: 1,569 shares; 2024Q4: 1,569 shares; 2025Q1: 1,569 shares; 2025Q2: 1,569 shares; 2025Q3: 1,798 shares; 2025Q4: 1,717 shares; 2026Q1: 1,717 shares; 2026Q2: 1,714 shares 1,714 $232K 0.01% -3 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: 3,250 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $232K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,167 shares; 2024Q4: 1,167 shares; 2025Q1: 1,157 shares; 2025Q2: 1,157 shares; 2025Q3: 1,157 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares; 2026Q2: 1,157 shares 1,157 $226K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,195 shares; 2024Q4: 2,195 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,035 shares; 2026Q1: 2,034 shares; 2026Q2: 2,031 shares 2,031 $225K 0.01% -3 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: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,337 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares; 2026Q2: 1,333 shares 1,333 $222K 0.01% -4 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,725 shares; 2024Q4: 2,175 shares; 2025Q1: 1,925 shares; 2025Q2: 1,930 shares; 2025Q3: 1,935 shares; 2025Q4: 1,939 shares; 2026Q1: 1,919 shares; 2026Q2: 1,874 shares 1,874 $222K 0.01% -45 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,886 shares; 2024Q4: 3,886 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,379 shares; 2026Q1: 2,872 shares; 2026Q2: 2,870 shares 2,870 $219K 0.01% -2 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 500 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 630 shares; 2026Q2: 645 shares 645 $216K 0.01% +15 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,657 shares; 2024Q4: 1,472 shares; 2025Q1: 1,472 shares; 2025Q2: 1,597 shares; 2025Q3: 1,482 shares; 2025Q4: 1,436 shares; 2026Q1: 2,444 shares; 2026Q2: 2,584 shares 2,584 $214K 0.01% +140 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: 50 shares; 2025Q4: 45 shares; 2026Q1: 95 shares; 2026Q2: 94 shares 94 $214K 0.01% -1 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 783 shares; 2025Q3: 780 shares; 2025Q4: 785 shares; 2026Q1: 785 shares; 2026Q2: 785 shares 785 $210K 0.01% 0 Timeline MRTN MARTEN TRANS LTD More: the full row for MARTEN TRANS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,039 shares; 2024Q4: 13,039 shares; 2025Q1: 12,039 shares; 2025Q2: 12,039 shares; 2025Q3: 12,039 shares; 2025Q4: 12,039 shares; 2026Q1: 12,039 shares; 2026Q2: 12,039 shares 12,039 $209K 0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,048 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares; 2026Q2: 1,048 shares 1,048 $201K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 128 shares; 2025Q2: 1,920 shares; 2025Q3: 1,915 shares; 2025Q4: 1,915 shares; 2026Q1: 2,035 shares; 2026Q2: 2,106 shares 2,106 $194K <0.01% +71 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: 595 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 895 shares; 2026Q1: 895 shares; 2026Q2: 757 shares 757 $193K <0.01% -138 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 924 shares; 2025Q4: 924 shares; 2026Q1: 924 shares; 2026Q2: 923 shares 923 $190K <0.01% -1 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: 226 shares; 2024Q4: 226 shares; 2025Q1: 226 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 219 shares; 2026Q1: 719 shares; 2026Q2: 763 shares 763 $190K <0.01% +44 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 2,471 shares; 2025Q2: 2,326 shares; 2025Q3: 2,329 shares; 2025Q4: 2,129 shares; 2026Q1: 2,131 shares; 2026Q2: 2,133 shares 2,133 $189K <0.01% +2 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,080 shares; 2025Q2: 1,959 shares; 2025Q3: 1,959 shares; 2025Q4: 1,854 shares; 2026Q1: 1,854 shares; 2026Q2: 1,800 shares 1,800 $187K <0.01% -54 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,436 shares; 2024Q4: 2,436 shares; 2025Q1: 2,442 shares; 2025Q2: 2,379 shares; 2025Q3: 2,333 shares; 2025Q4: 2,353 shares; 2026Q1: 2,847 shares; 2026Q2: 2,847 shares 2,847 $182K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,655 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,671 shares; 2026Q1: 1,667 shares; 2026Q2: 1,667 shares 1,667 $180K <0.01% 0 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: 2,752 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares; 2025Q3: 2,752 shares; 2025Q4: 2,752 shares; 2026Q1: 2,752 shares; 2026Q2: 4,353 shares 4,353 $180K <0.01% +1,601 Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,445 shares; 2024Q4: 6,395 shares; 2025Q1: 5,970 shares; 2025Q2: 5,970 shares; 2025Q3: 5,770 shares; 2025Q4: 5,640 shares; 2026Q1: 5,345 shares; 2026Q2: 4,835 shares 4,835 $177K <0.01% -510 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,579 shares; 2024Q4: 3,079 shares; 2025Q1: 2,589 shares; 2025Q2: 2,483 shares; 2025Q3: 2,385 shares; 2025Q4: 2,291 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $176K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 1,874 shares; 2026Q2: 1,882 shares 1,882 $176K <0.01% +8 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,131 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,066 shares; 2026Q2: 1,066 shares 1,066 $174K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,212 shares; 2025Q1: 2,212 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 2,212 shares; 2026Q1: 2,212 shares; 2026Q2: 2,245 shares 2,245 $172K <0.01% +33 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,265 shares; 2025Q1: 2,327 shares; 2025Q2: 1,420 shares; 2025Q3: 1,425 shares; 2025Q4: 1,433 shares; 2026Q1: 1,438 shares; 2026Q2: 1,438 shares 1,438 $171K <0.01% 0 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: 235 shares; 2024Q4: 235 shares; 2025Q1: 259 shares; 2025Q2: 269 shares; 2025Q3: 271 shares; 2025Q4: 270 shares; 2026Q1: 295 shares; 2026Q2: 404 shares 404 $161K <0.01% +109 Timeline QQQM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 527 shares 527 $160K <0.01% new Timeline IDEV 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: 1,862 shares; 2026Q2: 1,767 shares 1,767 $157K <0.01% -95 Timeline XBMNX BLACKROCK 2037 MUNICIPAL TAR More: the full row for BLACKROCK 2037 MUNICIPAL TAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,091 shares; 2026Q2: 6,091 shares 6,091 $157K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 4,506 shares; 2025Q1: 4,506 shares; 2025Q2: 4,288 shares; 2025Q3: 4,288 shares; 2025Q4: 4,288 shares; 2026Q1: 4,288 shares; 2026Q2: 4,288 shares 4,288 $155K <0.01% 0 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: 486 shares; 2024Q4: 424 shares; 2025Q1: 424 shares; 2025Q2: 424 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $155K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,186 shares; 2024Q4: 5,186 shares; 2025Q1: 5,142 shares; 2025Q2: 4,938 shares; 2025Q3: 4,938 shares; 2025Q4: 4,847 shares; 2026Q1: 3,347 shares; 2026Q2: 3,347 shares 3,347 $151K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,213 shares; 2024Q4: 12,015 shares; 2025Q1: 11,963 shares; 2025Q2: 11,474 shares; 2025Q3: 11,174 shares; 2025Q4: 10,894 shares; 2026Q1: 10,894 shares; 2026Q2: 10,884 shares 10,884 $146K <0.01% -10 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 2,768 shares; 2026Q2: 2,768 shares 2,768 $146K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 717 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 671 shares 671 $143K <0.01% +6 Timeline KRE 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: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 1,894 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,894 shares; 2026Q2: 1,894 shares 1,894 $142K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,127 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 355 shares; 2025Q4: 355 shares; 2026Q1: 389 shares; 2026Q2: 348 shares 348 $138K <0.01% -41 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: 145 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 171 shares; 2025Q3: 171 shares; 2025Q4: 173 shares; 2026Q1: 177 shares; 2026Q2: 179 shares 179 $137K <0.01% +2 Timeline XLI 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: 808 shares; 2024Q4: 808 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 803 shares; 2026Q1: 803 shares; 2026Q2: 711 shares 711 $132K <0.01% -92 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: 441 shares 441 $131K <0.01% new Timeline ETX EATON VANCE MUN INCOME TERM More: the full row for EATON VANCE MUN INCOME TERM 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: 7,000 shares; 2026Q2: 7,000 shares 7,000 $131K <0.01% 0 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 455 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 720 shares; 2026Q2: 852 shares 852 $131K <0.01% +132 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: 3,539 shares; 2024Q4: 3,539 shares; 2025Q1: 3,071 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 2,821 shares; 2026Q1: 2,821 shares; 2026Q2: 2,721 shares 2,721 $129K <0.01% -100 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: 1,900 shares; 2025Q1: 1,900 shares; 2025Q2: 1,400 shares; 2025Q3: 900 shares; 2025Q4: 3,020 shares; 2026Q1: 3,420 shares; 2026Q2: 3,786 shares 3,786 $129K <0.01% +366 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,639 shares; 2024Q4: 1,639 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares 1,537 $127K <0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 698 shares; 2026Q1: 698 shares; 2026Q2: 747 shares 747 $127K <0.01% +49 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: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares; 2026Q1: 113 shares; 2026Q2: 112 shares 112 $127K <0.01% -1 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: 5,692 shares; 2026Q2: 3,518 shares 3,518 $127K <0.01% -2,174 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: 421 shares; 2024Q4: 421 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 507 shares; 2026Q2: 507 shares 507 $125K <0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 919 shares; 2024Q4: 919 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 809 shares; 2026Q2: 760 shares 760 $124K <0.01% -49 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: 606 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 84 shares; 2025Q3: 85 shares; 2025Q4: 87 shares; 2026Q1: 107 shares; 2026Q2: 127 shares 127 $124K <0.01% +20 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: 598 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 568 shares; 2025Q3: 543 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $122K <0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,131 shares; 2024Q4: 1,127 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 952 shares; 2026Q2: 946 shares 946 $118K <0.01% -6 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: 1,811 shares; 2024Q4: 1,811 shares; 2025Q1: 1,955 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,214 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares 1,264 $117K <0.01% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 250 shares; 2025Q3: 993 shares; 2025Q4: 743 shares; 2026Q1: 743 shares; 2026Q2: 743 shares 743 $113K <0.01% 0 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,519 shares; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,519 shares; 2025Q3: 2,519 shares; 2025Q4: 2,519 shares; 2026Q1: 2,519 shares; 2026Q2: 2,519 shares 2,519 $113K <0.01% 0 Timeline IYM 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: 322 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 185 shares; 2026Q1: 185 shares; 2026Q2: 623 shares 623 $112K <0.01% +438 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: 871 shares; 2024Q4: 871 shares; 2025Q1: 869 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 869 shares; 2026Q1: 867 shares; 2026Q2: 861 shares 861 $112K <0.01% -6 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,003 shares; 2024Q4: 803 shares; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 777 shares; 2026Q2: 701 shares 701 $111K <0.01% -76 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,291 shares 2,291 $111K <0.01% +91 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723 shares; 2024Q4: 723 shares; 2025Q1: 723 shares; 2025Q2: 723 shares; 2025Q3: 670 shares; 2025Q4: 670 shares; 2026Q1: 1,884 shares; 2026Q2: 1,884 shares 1,884 $111K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,768 shares; 2024Q4: 2,768 shares; 2025Q1: 2,768 shares; 2025Q2: 2,768 shares; 2025Q3: 2,768 shares; 2025Q4: 2,768 shares; 2026Q1: 2,768 shares; 2026Q2: 2,090 shares 2,090 $108K <0.01% -678 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,785 shares; 2024Q4: 2,780 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,780 shares; 2025Q4: 2,780 shares; 2026Q1: 2,275 shares; 2026Q2: 2,290 shares 2,290 $107K <0.01% +15 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,654 shares; 2024Q4: 2,654 shares; 2025Q1: 2,654 shares; 2025Q2: 2,654 shares; 2025Q3: 2,654 shares; 2025Q4: 2,654 shares; 2026Q1: 2,654 shares; 2026Q2: 2,402 shares 2,402 $107K <0.01% -252 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,046 shares; 2024Q4: 1,046 shares; 2025Q1: 1,046 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,039 shares; 2026Q2: 1,039 shares 1,039 $106K <0.01% 0 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: 354 shares; 2024Q4: 354 shares; 2025Q1: 354 shares; 2025Q2: 351 shares; 2025Q3: 500 shares; 2025Q4: 480 shares; 2026Q1: 470 shares; 2026Q2: 408 shares 408 $106K <0.01% -62 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 736 shares; 2024Q4: 736 shares; 2025Q1: 736 shares; 2025Q2: 736 shares; 2025Q3: 536 shares; 2025Q4: 1,062 shares; 2026Q1: 998 shares; 2026Q2: 898 shares 898 $105K <0.01% -100 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: 558 shares; 2024Q4: 556 shares; 2025Q1: 446 shares; 2025Q2: 431 shares; 2025Q3: 426 shares; 2025Q4: 418 shares; 2026Q1: 408 shares; 2026Q2: 405 shares 405 $104K <0.01% -3 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $101K <0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,910 shares; 2026Q2: 3,910 shares 3,910 $99.5K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92 shares; 2024Q4: 92 shares; 2025Q1: 97 shares; 2025Q2: 108 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $98.6K <0.01% 0 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 183 shares; 2025Q3: 183 shares; 2025Q4: 187 shares; 2026Q1: 187 shares; 2026Q2: 200 shares 200 $98.2K <0.01% +13 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $98.1K <0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,939 shares; 2024Q4: 2,939 shares; 2025Q1: 2,992 shares; 2025Q2: 2,990 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares; 2026Q2: 2,990 shares 2,990 $97.4K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,765 shares; 2026Q1: 1,700 shares; 2026Q2: 1,700 shares 1,700 $96K <0.01% 0 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: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 131 shares; 2025Q4: 127 shares; 2026Q1: 127 shares; 2026Q2: 127 shares 127 $96K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 230 shares; 2026Q1: 230 shares; 2026Q2: 229 shares 229 $95.1K <0.01% -1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 979 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,978 shares; 2026Q1: 1,978 shares; 2026Q2: 1,978 shares 1,978 $95K <0.01% 0 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: 282 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 275 shares; 2025Q3: 270 shares; 2025Q4: 260 shares; 2026Q1: 259 shares; 2026Q2: 277 shares 277 $94.4K <0.01% +18 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: 150 shares; 2024Q4: 151 shares; 2025Q1: 160 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 820 shares; 2026Q1: 960 shares; 2026Q2: 947 shares 947 $94K <0.01% -13 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: 553 shares; 2026Q2: 500 shares 500 $93.5K <0.01% -53 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: 459 shares; 2024Q4: 459 shares; 2025Q1: 408 shares; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 423 shares; 2026Q1: 423 shares; 2026Q2: 421 shares 421 $92K <0.01% -2 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: 149 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 178 shares 178 $91.7K <0.01% -1 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 560 shares 560 $91.5K <0.01% +14 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,142 shares 2,142 $90.6K <0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 166 shares; 2025Q3: 166 shares; 2025Q4: 170 shares; 2026Q1: 170 shares; 2026Q2: 170 shares 170 $84.4K <0.01% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37 shares; 2024Q4: 37 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 841 shares; 2026Q2: 841 shares 841 $81.9K <0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,888 shares; 2024Q4: 4,584 shares; 2025Q1: 3,131 shares; 2025Q2: 3,030 shares; 2025Q3: 1,974 shares; 2025Q4: 1,964 shares; 2026Q1: 1,666 shares; 2026Q2: 1,666 shares 1,666 $80.7K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 916 shares 916 $80.5K <0.01% new Timeline VFH 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: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares; 2026Q2: 607 shares 607 $79.9K <0.01% -104 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 700 shares; 2025Q3: 800 shares; 2025Q4: 820 shares; 2026Q1: 840 shares; 2026Q2: 840 shares 840 $78.5K <0.01% 0 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: 182 shares; 2024Q4: 180 shares; 2025Q1: 180 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares; 2026Q2: 209 shares 209 $78.4K <0.01% +30 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: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares; 2026Q2: 287 shares 287 $77.2K <0.01% +6 Timeline KBWB 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: 819 shares; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 819 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 819 shares; 2026Q2: 819 shares 819 $76.2K <0.01% 0 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: 179 shares; 2024Q4: 177 shares; 2025Q1: 177 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 205 shares; 2026Q2: 204 shares 204 $75.6K <0.01% -1 Timeline IYJ 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: 451 shares 451 $75.2K <0.01% 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: 91 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 71 shares; 2026Q2: 71 shares 71 $74K <0.01% 0 Timeline IGE 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: 1,311 shares; 2026Q2: 1,311 shares 1,311 $73.7K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,560 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,580 shares; 2025Q3: 2,580 shares; 2025Q4: 2,595 shares; 2026Q1: 2,629 shares; 2026Q2: 2,595 shares 2,595 $73.2K <0.01% -34 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14 shares; 2025Q3: 16 shares; 2025Q4: 31 shares; 2026Q1: 27 shares; 2026Q2: 87 shares 87 $73K <0.01% +60 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 750 shares 750 $72.7K <0.01% -100 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 800 shares; 2026Q1: 738 shares; 2026Q2: 738 shares 738 $71.4K <0.01% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481 shares; 2024Q4: 431 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 425 shares; 2026Q2: 425 shares 425 $71.4K <0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 363 shares; 2024Q4: 361 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 378 shares; 2026Q1: 398 shares; 2026Q2: 344 shares 344 $70.5K <0.01% -54 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: 87 shares; 2025Q2: 97 shares; 2025Q3: 337 shares; 2025Q4: 341 shares; 2026Q1: 341 shares; 2026Q2: 343 shares 343 $70.4K <0.01% +2 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,146 shares; 2024Q4: 3,146 shares; 2025Q1: 3,146 shares; 2025Q2: 3,146 shares; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,146 shares; 2026Q2: 3,146 shares 3,146 $70K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,937 shares; 2024Q4: 20,812 shares; 2025Q1: 16,752 shares; 2025Q2: 12,877 shares; 2025Q3: 11,794 shares; 2025Q4: 5,804 shares; 2026Q1: 5,794 shares; 2026Q2: 4,194 shares 4,194 $70K <0.01% -1,600 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $69K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968 shares; 2024Q4: 968 shares; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $68.9K <0.01% 0 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,566 shares; 2024Q4: 2,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 1,566 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares; 2026Q2: 1,566 shares 1,566 $68.5K <0.01% 0 Timeline IYE 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: 1,208 shares 1,208 $68.4K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285 shares; 2024Q4: 285 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 285 shares 285 $68.1K <0.01% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 464 shares; 2024Q4: 464 shares; 2025Q1: 464 shares; 2025Q2: 464 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 564 shares; 2026Q2: 564 shares 564 $67.3K <0.01% 0 Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,415 shares; 2024Q4: 3,415 shares; 2025Q1: 3,415 shares; 2025Q2: 3,415 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,415 shares; 2026Q2: 3,415 shares 3,415 $66.8K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,513 shares; 2024Q4: 2,738 shares; 2025Q1: 2,738 shares; 2025Q2: 1,833 shares; 2025Q3: 1,832 shares; 2025Q4: 1,720 shares; 2026Q1: 1,720 shares; 2026Q2: 1,720 shares 1,720 $66.6K <0.01% 0 Timeline EUFN 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: 1,708 shares; 2025Q2: 1,708 shares; 2025Q3: 1,708 shares; 2025Q4: 1,708 shares; 2026Q1: 1,708 shares; 2026Q2: 1,708 shares 1,708 $66.6K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 377 shares; 2024Q4: 377 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 377 shares; 2026Q2: 377 shares 377 $66.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,170 shares; 2025Q4: not reported; 2026Q1: 1,239 shares; 2026Q2: 1,239 shares 1,239 $66.2K <0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 5,785 shares; 2025Q1: 1,785 shares; 2025Q2: 1,785 shares; 2025Q3: 1,785 shares; 2025Q4: 1,785 shares; 2026Q1: 1,785 shares; 2026Q2: 700 shares 700 $65.9K <0.01% -1,085 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS 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: 1,915 shares; 2026Q2: 1,915 shares 1,915 $65.4K <0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11 shares; 2024Q4: 2,749 shares; 2025Q1: 2,749 shares; 2025Q2: 1,674 shares; 2025Q3: 1,674 shares; 2025Q4: 837 shares; 2026Q1: 1,489 shares; 2026Q2: 607 shares 607 $65.3K <0.01% -882 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: 168 shares; 2024Q4: 167 shares; 2025Q1: 167 shares; 2025Q2: 166 shares; 2025Q3: 168 shares; 2025Q4: 171 shares; 2026Q1: 190 shares; 2026Q2: 186 shares 186 $64K <0.01% -4 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 185 shares; 2025Q2: 215 shares; 2025Q3: 225 shares; 2025Q4: 237 shares; 2026Q1: 1,362 shares; 2026Q2: 1,362 shares 1,362 $62.6K <0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 264 shares; 2026Q1: 264 shares; 2026Q2: 260 shares 260 $59.7K <0.01% -4 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 169 shares; 2026Q2: 169 shares 169 $59.2K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 141 shares; 2026Q2: 130 shares 130 $58.9K <0.01% -11 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: 197 shares; 2024Q4: 197 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 112 shares; 2026Q2: 114 shares 114 $58.1K <0.01% +2 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,270 shares; 2024Q4: 8,270 shares; 2025Q1: 15,755 shares; 2025Q2: 21,255 shares; 2025Q3: 2,107 shares; 2025Q4: 2,607 shares; 2026Q1: 2,557 shares; 2026Q2: 2,693 shares 2,693 $57.4K <0.01% +136 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 442 shares; 2025Q1: 442 shares; 2025Q2: 442 shares; 2025Q3: 442 shares; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 466 shares 466 $57.4K <0.01% +9 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: 174 shares; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 171 shares; 2026Q1: 170 shares; 2026Q2: 173 shares 173 $57.2K <0.01% +3 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 486 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares; 2026Q2: 486 shares 486 $56.2K <0.01% 0 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: 104 shares; 2024Q4: 104 shares; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 122 shares; 2025Q4: 122 shares; 2026Q1: 125 shares; 2026Q2: 125 shares 125 $55.8K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,691 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,304 shares; 2025Q4: 1,304 shares; 2026Q1: 1,232 shares; 2026Q2: 1,272 shares 1,272 $54.9K <0.01% +40 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,439 shares; 2025Q1: 1,497 shares; 2025Q2: 1,497 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $54.7K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,542 shares; 2024Q4: 2,602 shares; 2025Q1: 2,602 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 670 shares 670 $53.9K <0.01% -1,180 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: 449 shares; 2024Q4: 449 shares; 2025Q1: 449 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 449 shares; 2026Q2: 449 shares 449 $53.4K <0.01% 0 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 110 shares; 2026Q1: 110 shares; 2026Q2: 108 shares 108 $52.3K <0.01% -2 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 1,034 shares; 2025Q2: 1,049 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,074 shares; 2026Q2: 1,188 shares 1,188 $50.7K <0.01% +114 Timeline TPVG TRIPLEPOINT VENTURE GROWTH B More: the full row for TRIPLEPOINT VENTURE GROWTH B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,268 shares; 2024Q4: 8,268 shares; 2025Q1: 4,700 shares; 2025Q2: 5,700 shares; 2025Q3: 3,200 shares; 2025Q4: 10,293 shares; 2026Q1: 10,293 shares; 2026Q2: 10,293 shares 10,293 $50.5K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,243 shares; 2025Q2: 1,243 shares; 2025Q3: 1,243 shares; 2025Q4: 1,243 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $50.3K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 189 shares; 2024Q4: 188 shares; 2025Q1: 231 shares; 2025Q2: 233 shares; 2025Q3: 233 shares; 2025Q4: 235 shares; 2026Q1: 235 shares; 2026Q2: 192 shares 192 $50.1K <0.01% -43 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: 926 shares; 2024Q4: 926 shares; 2025Q1: 926 shares; 2025Q2: 926 shares; 2025Q3: 495 shares; 2025Q4: 495 shares; 2026Q1: 495 shares; 2026Q2: 464 shares 464 $49.7K <0.01% -31 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 149 shares; 2026Q1: 192 shares; 2026Q2: 148 shares 148 $49.1K <0.01% -44 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 114 shares; 2025Q2: 116 shares; 2025Q3: 123 shares; 2025Q4: 126 shares; 2026Q1: 136 shares; 2026Q2: 100 shares 100 $49.1K <0.01% -36 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares; 2026Q2: 540 shares 540 $48.9K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 175 shares; 2025Q3: 175 shares; 2025Q4: 175 shares; 2026Q1: 175 shares; 2026Q2: 173 shares 173 $48.6K <0.01% -2 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,401 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares; 2026Q2: 1,255 shares 1,255 $48K <0.01% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 37 shares; 2025Q3: 35 shares; 2025Q4: 36 shares; 2026Q1: 36 shares; 2026Q2: 36 shares 36 $48K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 4,062 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 2,270 shares; 2025Q4: 910 shares; 2026Q1: 910 shares; 2026Q2: 910 shares 910 $47.7K <0.01% 0 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: 450 shares; 2025Q4: 475 shares; 2026Q1: 475 shares; 2026Q2: 475 shares 475 $47.6K <0.01% 0 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: 9,340 shares; 2024Q4: 5,010 shares; 2025Q1: 2,710 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 3,442 shares; 2026Q2: 3,412 shares 3,412 $47.4K <0.01% -30 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: 170 shares; 2025Q4: 175 shares; 2026Q1: 180 shares; 2026Q2: 180 shares 180 $46.9K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: 487 shares; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 497 shares; 2026Q2: 487 shares 487 $46.7K <0.01% -10 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: 1,028 shares; 2024Q4: 1,028 shares; 2025Q1: 1,028 shares; 2025Q2: 592 shares; 2025Q3: 592 shares; 2025Q4: 592 shares; 2026Q1: 592 shares; 2026Q2: 509 shares 509 $46.4K <0.01% -83 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: 132 shares; 2024Q4: 132 shares; 2025Q1: 132 shares; 2025Q2: 136 shares; 2025Q3: 139 shares; 2025Q4: 145 shares; 2026Q1: 145 shares; 2026Q2: 145 shares 145 $46K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,134 shares; 2024Q4: 19,134 shares; 2025Q1: 19,509 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $45.7K <0.01% 0 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: 15 shares; 2024Q4: 14 shares; 2025Q1: 26 shares; 2025Q2: 29 shares; 2025Q3: 31 shares; 2025Q4: 40 shares; 2026Q1: 23 shares; 2026Q2: 23 shares 23 $45.6K <0.01% 0 Timeline SPTM 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: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $45.4K <0.01% 0 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: 201 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 189 shares; 2026Q2: 188 shares 188 $44.7K <0.01% -1 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 55 shares; 2025Q1: 101 shares; 2025Q2: 121 shares; 2025Q3: 129 shares; 2025Q4: 132 shares; 2026Q1: 123 shares; 2026Q2: 113 shares 113 $44.6K <0.01% -10 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: 1,531 shares 1,531 $43.7K <0.01% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $43.4K <0.01% 0 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,661 shares; 2024Q4: 3,394 shares; 2025Q1: 2,894 shares; 2025Q2: 2,894 shares; 2025Q3: 2,694 shares; 2025Q4: 2,394 shares; 2026Q1: 2,144 shares; 2026Q2: 1,600 shares 1,600 $43.3K <0.01% -544 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 244 shares; 2025Q2: 5,675 shares; 2025Q3: 5,675 shares; 2025Q4: 5,675 shares; 2026Q1: 5,535 shares; 2026Q2: 5,535 shares 5,535 $42.6K <0.01% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 76 shares; 2025Q2: 356 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares; 2026Q2: 489 shares 489 $42.6K <0.01% +204 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 556 shares; 2025Q3: 465 shares; 2025Q4: 445 shares; 2026Q1: 455 shares; 2026Q2: 453 shares 453 $42K <0.01% -2 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 466 shares; 2025Q2: 463 shares; 2025Q3: 463 shares; 2025Q4: 467 shares; 2026Q1: 467 shares; 2026Q2: 348 shares 348 $41.8K <0.01% -119 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $41.7K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 84 shares; 2026Q1: 84 shares; 2026Q2: 504 shares 504 $41.6K <0.01% +420 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 225 shares; 2026Q2: 225 shares 225 $41.5K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares 2,250 $41.5K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 445 shares; 2026Q1: 445 shares; 2026Q2: 445 shares 445 $40.8K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28 shares; 2024Q4: 28 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 29 shares; 2026Q1: 29 shares; 2026Q2: 29 shares 29 $40.1K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281 shares; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 280 shares; 2026Q2: 280 shares 280 $40.1K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 137 shares; 2026Q2: 137 shares 137 $39.8K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 412 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares; 2026Q2: 172 shares 172 $39.6K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 292 shares 292 $39.6K <0.01% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319 shares; 2024Q4: 316 shares; 2025Q1: 488 shares; 2025Q2: 488 shares; 2025Q3: 483 shares; 2025Q4: 483 shares; 2026Q1: 478 shares; 2026Q2: 478 shares 478 $39.2K <0.01% 0 Timeline RWR 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: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 345 shares; 2026Q2: 345 shares 345 $39K <0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331 shares; 2024Q4: 265 shares; 2025Q1: 265 shares; 2025Q2: 275 shares; 2025Q3: 275 shares; 2025Q4: 305 shares; 2026Q1: 496 shares; 2026Q2: 732 shares 732 $38.9K <0.01% +236 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,126 shares; 2024Q4: 7,922 shares; 2025Q1: 7,909 shares; 2025Q2: 2,717 shares; 2025Q3: 2,717 shares; 2025Q4: 863 shares; 2026Q1: 863 shares; 2026Q2: 843 shares 843 $38.8K <0.01% -20 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: 28 shares; 2024Q4: 28 shares; 2025Q1: 52 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 63 shares; 2026Q1: 50 shares; 2026Q2: 45 shares 45 $38.6K <0.01% -5 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 244 shares; 2025Q3: 294 shares; 2025Q4: 244 shares; 2026Q1: 244 shares; 2026Q2: 300 shares 300 $38.3K <0.01% +56 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 695 shares; 2024Q4: 690 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 690 shares; 2025Q4: 677 shares; 2026Q1: 677 shares; 2026Q2: 688 shares 688 $38.2K <0.01% +11 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 444 shares; 2024Q4: 444 shares; 2025Q1: 474 shares; 2025Q2: 484 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 492 shares; 2026Q2: 490 shares 490 $37.8K <0.01% -2 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 458 shares; 2024Q4: 458 shares; 2025Q1: 458 shares; 2025Q2: 400 shares; 2025Q3: 416 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $37.8K <0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 247 shares; 2025Q1: 247 shares; 2025Q2: 244 shares; 2025Q3: 242 shares; 2025Q4: 1,240 shares; 2026Q1: 238 shares; 2026Q2: 238 shares 238 $37.8K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $37.1K <0.01% 0 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 350 shares; 2026Q2: 350 shares 350 $36.6K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435 shares; 2024Q4: 435 shares; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $36.4K <0.01% 0 Timeline