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: 217,409 shares; 2024Q4: 216,594 shares; 2025Q1: 216,594 shares; 2025Q2: 214,991 shares; 2025Q3: 212,908 shares; 2025Q4: 212,908 shares; 2026Q1: 212,363 shares; 2026Q2: 208,332 shares 208,332 $77.1M 11.34% -4,031 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: 862,533 shares; 2024Q4: 894,751 shares; 2025Q1: 856,546 shares; 2025Q2: 844,949 shares; 2025Q3: 794,444 shares; 2025Q4: 794,444 shares; 2026Q1: 776,648 shares; 2026Q2: 776,743 shares 776,743 $55.3M 8.14% +95 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: 266,482 shares; 2024Q4: 277,751 shares; 2025Q1: 276,786 shares; 2025Q2: 294,184 shares; 2025Q3: 302,124 shares; 2025Q4: 305,085 shares; 2026Q1: 357,684 shares; 2026Q2: 366,803 shares 366,803 $36.3M 5.34% +9,119 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: 31,810 shares; 2024Q4: 32,708 shares; 2025Q1: 41,113 shares; 2025Q2: 43,329 shares; 2025Q3: 34,914 shares; 2025Q4: 35,058 shares; 2026Q1: 41,114 shares; 2026Q2: 41,114 shares 41,114 $28.2M 4.15% 0 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: 469,557 shares; 2024Q4: 470,393 shares; 2025Q1: 454,684 shares; 2025Q2: 454,945 shares; 2025Q3: 417,016 shares; 2025Q4: 417,321 shares; 2026Q1: 430,864 shares; 2026Q2: 430,933 shares 430,933 $25.7M 3.78% +69 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,745 shares; 2024Q4: 15,580 shares; 2025Q1: 15,587 shares; 2025Q2: 15,587 shares; 2025Q3: 53,657 shares; 2025Q4: 54,567 shares; 2026Q1: 62,479 shares; 2026Q2: 63,064 shares 63,064 $18.2M 2.68% +585 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: 114,405 shares; 2024Q4: 114,731 shares; 2025Q1: 124,093 shares; 2025Q2: 127,156 shares; 2025Q3: 120,841 shares; 2025Q4: 120,821 shares; 2026Q1: 122,880 shares; 2026Q2: 122,888 shares 122,888 $18.2M 2.68% +8 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: 182,992 shares; 2024Q4: 184,192 shares; 2025Q1: 208,696 shares; 2025Q2: 220,532 shares; 2025Q3: 199,223 shares; 2025Q4: 199,158 shares; 2026Q1: 210,554 shares; 2026Q2: 210,120 shares 210,120 $16.2M 2.38% -434 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,637 shares; 2024Q4: 45,063 shares; 2025Q1: 46,070 shares; 2025Q2: 43,893 shares; 2025Q3: 42,256 shares; 2025Q4: 41,281 shares; 2026Q1: 70,313 shares; 2026Q2: 71,668 shares 71,668 $14.3M 2.11% +1,355 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: 34,855 shares; 2024Q4: 34,948 shares; 2025Q1: 34,968 shares; 2025Q2: 34,759 shares; 2025Q3: 34,645 shares; 2025Q4: 34,562 shares; 2026Q1: 33,982 shares; 2026Q2: 34,655 shares 34,655 $12.9M 1.9% +673 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,762 shares; 2024Q4: 45,762 shares; 2025Q1: 45,762 shares; 2025Q2: 45,762 shares; 2025Q3: 45,762 shares; 2025Q4: 45,762 shares; 2026Q1: 45,762 shares; 2026Q2: 45,762 shares 45,762 $10M 1.48% 0 Timeline VIOV 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: 78,422 shares; 2024Q4: 78,422 shares; 2025Q1: 78,422 shares; 2025Q2: 78,422 shares; 2025Q3: 78,422 shares; 2025Q4: 78,422 shares; 2026Q1: 78,422 shares; 2026Q2: 78,422 shares 78,422 $9.2M 1.35% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 3,414 shares; 2025Q1: 5,112 shares; 2025Q2: 5,937 shares; 2025Q3: 6,263 shares; 2025Q4: 6,809 shares; 2026Q1: 9,268 shares; 2026Q2: 11,562 shares 11,562 $8.66M 1.27% +2,294 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: 9,490 shares; 2024Q4: 9,613 shares; 2025Q1: 9,537 shares; 2025Q2: 9,208 shares; 2025Q3: 9,139 shares; 2025Q4: 9,089 shares; 2026Q1: 19,535 shares; 2026Q2: 19,180 shares 19,180 $6.85M 1.01% -355 Timeline CATH 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: 89,562 shares; 2024Q4: 89,562 shares; 2025Q1: 89,562 shares; 2025Q2: 89,562 shares; 2025Q3: 89,562 shares; 2025Q4: 89,562 shares; 2026Q1: 84,766 shares; 2026Q2: 73,966 shares 73,966 $6.55M 0.96% -10,800 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: 77,695 shares; 2024Q4: 66,415 shares; 2025Q1: 69,478 shares; 2025Q2: 71,216 shares; 2025Q3: 151,617 shares; 2025Q4: 184,140 shares; 2026Q1: 257,382 shares; 2026Q2: 265,755 shares 265,755 $6.4M 0.94% +8,373 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: 8,180 shares; 2024Q4: 8,198 shares; 2025Q1: 7,479 shares; 2025Q2: 9,855 shares; 2025Q3: 9,927 shares; 2025Q4: 10,006 shares; 2026Q1: 11,028 shares; 2026Q2: 11,026 shares 11,026 $6.21M 0.91% -2 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: 28,076 shares; 2024Q4: 26,489 shares; 2025Q1: 26,402 shares; 2025Q2: 22,039 shares; 2025Q3: 19,136 shares; 2025Q4: 18,238 shares; 2026Q1: 17,606 shares; 2026Q2: 17,553 shares 17,553 $6.2M 0.91% -53 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,162 shares; 2024Q4: 4,107 shares; 2025Q1: 4,107 shares; 2025Q2: 3,952 shares; 2025Q3: 3,880 shares; 2025Q4: 8,782 shares; 2026Q1: 7,916 shares; 2026Q2: 6,210 shares 6,210 $5.81M 0.85% -1,706 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: 77,135 shares; 2024Q4: 81,297 shares; 2025Q1: 77,935 shares; 2025Q2: 73,092 shares; 2025Q3: 78,204 shares; 2025Q4: 82,005 shares; 2026Q1: 89,199 shares; 2026Q2: 93,586 shares 93,586 $5.65M 0.83% +4,387 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: 42,716 shares; 2024Q4: 36,901 shares; 2025Q1: 35,970 shares; 2025Q2: 31,640 shares; 2025Q3: 29,802 shares; 2025Q4: 30,423 shares; 2026Q1: 31,332 shares; 2026Q2: 30,928 shares 30,928 $5.6M 0.82% -404 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: 74,455 shares; 2026Q1: 77,709 shares; 2026Q2: 71,472 shares 71,472 $5.56M 0.82% -6,237 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: 17,628 shares; 2024Q4: 18,168 shares; 2025Q1: 17,185 shares; 2025Q2: 18,066 shares; 2025Q3: 19,743 shares; 2025Q4: 19,871 shares; 2026Q1: 20,772 shares; 2026Q2: 21,832 shares 21,832 $5.38M 0.79% +1,060 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: 26,389 shares; 2024Q4: 26,612 shares; 2025Q1: 27,439 shares; 2025Q2: 27,062 shares; 2025Q3: 26,679 shares; 2025Q4: 27,066 shares; 2026Q1: 23,178 shares; 2026Q2: 22,455 shares 22,455 $5.35M 0.79% -723 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: 87,720 shares; 2024Q4: 88,171 shares; 2025Q1: 89,401 shares; 2025Q2: 92,936 shares; 2025Q3: 93,514 shares; 2025Q4: 93,074 shares; 2026Q1: 96,209 shares; 2026Q2: 97,299 shares 97,299 $5.27M 0.78% +1,090 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: 16,654 shares; 2024Q4: 17,188 shares; 2025Q1: 18,146 shares; 2025Q2: 19,036 shares; 2025Q3: 20,600 shares; 2025Q4: 20,414 shares; 2026Q1: 20,127 shares; 2026Q2: 20,753 shares 20,753 $5.22M 0.77% +626 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: 43,465 shares; 2024Q4: 43,465 shares; 2025Q1: 43,465 shares; 2025Q2: 43,465 shares; 2025Q3: 43,465 shares; 2025Q4: 43,465 shares; 2026Q1: 43,465 shares; 2026Q2: 43,465 shares 43,465 $5.03M 0.74% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,794 shares; 2024Q4: 29,537 shares; 2025Q1: 24,206 shares; 2025Q2: 45,370 shares; 2025Q3: 56,999 shares; 2025Q4: 69,732 shares; 2026Q1: 73,272 shares; 2026Q2: 78,564 shares 78,564 $4.85M 0.71% +5,292 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: 43,024 shares; 2024Q4: 39,316 shares; 2025Q1: 38,396 shares; 2025Q2: 38,206 shares; 2025Q3: 37,317 shares; 2025Q4: 36,982 shares; 2026Q1: 36,237 shares; 2026Q2: 36,350 shares 36,350 $4.6M 0.68% +113 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064,948 shares; 2025Q4: 3,064,948 shares; 2026Q1: 3,064,948 shares; 2026Q2: 3,064,948 shares 3,064,948 $4.6M 0.68% 0 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: 60,901 shares; 2024Q4: 60,120 shares; 2025Q1: 57,962 shares; 2025Q2: 60,186 shares; 2025Q3: 60,971 shares; 2025Q4: 56,518 shares; 2026Q1: 56,808 shares; 2026Q2: 51,134 shares 51,134 $4.11M 0.6% -5,674 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: 58,049 shares; 2024Q4: 58,396 shares; 2025Q1: 58,376 shares; 2025Q2: 59,579 shares; 2025Q3: 59,238 shares; 2025Q4: 59,142 shares; 2026Q1: 59,983 shares; 2026Q2: 60,843 shares 60,843 $4.03M 0.59% +860 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: 10,689 shares; 2024Q4: 9,659 shares; 2025Q1: 10,530 shares; 2025Q2: 11,262 shares; 2025Q3: 12,417 shares; 2025Q4: 12,929 shares; 2026Q1: 13,027 shares; 2026Q2: 11,014 shares 11,014 $3.99M 0.59% -2,013 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,009 shares; 2024Q4: 39,369 shares; 2025Q1: 45,901 shares; 2025Q2: 53,452 shares; 2025Q3: 53,903 shares; 2025Q4: 54,262 shares; 2026Q1: 53,949 shares; 2026Q2: 48,073 shares 48,073 $3.98M 0.59% -5,876 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: 2,616 shares; 2024Q4: 2,890 shares; 2025Q1: 2,945 shares; 2025Q2: 2,909 shares; 2025Q3: 2,810 shares; 2025Q4: 8,989 shares; 2026Q1: 8,958 shares; 2026Q2: 10,503 shares 10,503 $3.97M 0.58% +1,545 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: 110,510 shares; 2024Q4: 108,832 shares; 2025Q1: 107,066 shares; 2025Q2: 105,026 shares; 2025Q3: 104,918 shares; 2025Q4: 83,164 shares; 2026Q1: 82,038 shares; 2026Q2: 90,579 shares 90,579 $3.84M 0.56% +8,541 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: 6,050 shares; 2024Q4: 16,164 shares; 2025Q1: 19,739 shares; 2025Q2: 21,331 shares; 2025Q3: 21,983 shares; 2025Q4: 26,324 shares; 2026Q1: 27,263 shares; 2026Q2: 28,113 shares 28,113 $3.81M 0.56% +850 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: 19,724 shares; 2024Q4: 23,774 shares; 2025Q1: 25,935 shares; 2025Q2: 30,204 shares; 2025Q3: 24,164 shares; 2025Q4: 24,436 shares; 2026Q1: 13,914 shares; 2026Q2: 12,092 shares 12,092 $3.6M 0.53% -1,822 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: 14,556 shares; 2024Q4: 19,053 shares; 2025Q1: 23,647 shares; 2025Q2: 23,587 shares; 2025Q3: 25,569 shares; 2025Q4: 23,364 shares; 2026Q1: 24,200 shares; 2026Q2: 21,683 shares 21,683 $3.59M 0.53% -2,517 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: 53,646 shares; 2024Q4: 48,894 shares; 2025Q1: 47,826 shares; 2025Q2: 46,783 shares; 2025Q3: 45,244 shares; 2025Q4: 43,319 shares; 2026Q1: 39,043 shares; 2026Q2: 37,464 shares 37,464 $3.59M 0.53% -1,579 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,267 shares; 2024Q4: 56,964 shares; 2025Q1: 64,565 shares; 2025Q2: 68,717 shares; 2025Q3: 69,753 shares; 2025Q4: 68,649 shares; 2026Q1: 67,996 shares; 2026Q2: 83,933 shares 83,933 $3.58M 0.53% +15,937 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: 7,806 shares; 2024Q4: 7,931 shares; 2025Q1: 8,004 shares; 2025Q2: 7,881 shares; 2025Q3: 7,854 shares; 2025Q4: 7,722 shares; 2026Q1: 7,255 shares; 2026Q2: 6,930 shares 6,930 $3.56M 0.52% -325 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: 59,062 shares; 2024Q4: 58,977 shares; 2025Q1: 58,218 shares; 2025Q2: 56,692 shares; 2025Q3: 58,836 shares; 2025Q4: 61,996 shares; 2026Q1: 66,018 shares; 2026Q2: 69,208 shares 69,208 $3.45M 0.51% +3,190 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: 99,621 shares; 2024Q4: 82,077 shares; 2025Q1: 74,569 shares; 2025Q2: 66,553 shares; 2025Q3: 65,948 shares; 2025Q4: 56,884 shares; 2026Q1: 55,023 shares; 2026Q2: 45,864 shares 45,864 $3.41M 0.5% -9,159 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: 6,317 shares; 2024Q4: 10,666 shares; 2025Q1: 14,752 shares; 2025Q2: 25,354 shares; 2025Q3: 31,621 shares; 2025Q4: 34,773 shares; 2026Q1: 34,149 shares; 2026Q2: 23,926 shares 23,926 $3.27M 0.48% -10,223 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: 10,734 shares; 2024Q4: 10,639 shares; 2025Q1: 10,509 shares; 2025Q2: 10,202 shares; 2025Q3: 10,060 shares; 2025Q4: 10,464 shares; 2026Q1: 9,618 shares; 2026Q2: 9,538 shares 9,538 $3.12M 0.46% -80 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: 3,786 shares; 2024Q4: 6,817 shares; 2025Q1: 6,878 shares; 2025Q2: 4,148 shares; 2025Q3: 2,344 shares; 2025Q4: 7,418 shares; 2026Q1: 16,730 shares; 2026Q2: 30,635 shares 30,635 $3.01M 0.44% +13,905 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,304 shares; 2024Q4: 198,249 shares; 2025Q1: 194,129 shares; 2025Q2: 205,501 shares; 2025Q3: 210,730 shares; 2025Q4: 191,879 shares; 2026Q1: 186,904 shares; 2026Q2: 165,221 shares 165,221 $2.93M 0.43% -21,683 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: 4,092 shares; 2024Q4: 4,139 shares; 2025Q1: 3,579 shares; 2025Q2: 3,627 shares; 2025Q3: 3,635 shares; 2025Q4: 2,727 shares; 2026Q1: 4,160 shares; 2026Q2: 5,004 shares 5,004 $2.91M 0.43% +844 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: 881,272 shares; 2024Q4: 801,307 shares; 2025Q1: 742,252 shares; 2025Q2: 591,804 shares; 2025Q3: 392,028 shares; 2025Q4: 386,028 shares; 2026Q1: 148,029 shares; 2026Q2: 148,350 shares 148,350 $2.9M 0.43% +321 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: 30,763 shares; 2024Q4: 27,171 shares; 2025Q1: 27,002 shares; 2025Q2: 26,985 shares; 2025Q3: 27,286 shares; 2025Q4: 26,217 shares; 2026Q1: 24,698 shares; 2026Q2: 21,062 shares 21,062 $2.88M 0.42% -3,636 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,895 shares; 2024Q4: 27,895 shares; 2025Q1: 27,895 shares; 2025Q2: 27,895 shares; 2025Q3: 27,895 shares; 2025Q4: 27,895 shares; 2026Q1: 27,895 shares; 2026Q2: 27,895 shares 27,895 $2.85M 0.42% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 2,915 shares; 2025Q1: 4,736 shares; 2025Q2: 6,721 shares; 2025Q3: 9,781 shares; 2025Q4: 16,765 shares; 2026Q1: 19,261 shares; 2026Q2: 20,380 shares 20,380 $2.76M 0.41% +1,119 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: 51,575 shares; 2024Q4: 51,929 shares; 2025Q1: 50,437 shares; 2025Q2: 43,836 shares; 2025Q3: 39,342 shares; 2025Q4: 36,581 shares; 2026Q1: 28,009 shares; 2026Q2: 21,831 shares 21,831 $2.76M 0.41% -6,178 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: 3,521 shares; 2024Q4: 3,948 shares; 2025Q1: 4,033 shares; 2025Q2: 4,357 shares; 2025Q3: 4,525 shares; 2025Q4: 4,612 shares; 2026Q1: 5,975 shares; 2026Q2: 5,769 shares 5,769 $2.76M 0.41% -206 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: 10,317 shares; 2024Q4: 10,391 shares; 2025Q1: 10,439 shares; 2025Q2: 10,254 shares; 2025Q3: 10,252 shares; 2025Q4: 10,364 shares; 2026Q1: 8,338 shares; 2026Q2: 8,294 shares 8,294 $2.74M 0.4% -44 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: 8,940 shares; 2024Q4: 8,940 shares; 2025Q1: 8,940 shares; 2025Q2: 8,940 shares; 2025Q3: 8,940 shares; 2025Q4: 8,940 shares; 2026Q1: 8,940 shares; 2026Q2: 7,331 shares 7,331 $2.7M 0.4% -1,609 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: not reported; 2024Q4: 6,469 shares; 2025Q1: 10,421 shares; 2025Q2: 12,977 shares; 2025Q3: 15,810 shares; 2025Q4: 17,067 shares; 2026Q1: 13,850 shares; 2026Q2: 10,533 shares 10,533 $2.68M 0.39% -3,317 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,598 shares; 2025Q1: 15,214 shares; 2025Q2: 16,206 shares; 2025Q3: 16,836 shares; 2025Q4: 17,135 shares; 2026Q1: 17,295 shares; 2026Q2: 14,338 shares 14,338 $2.53M 0.37% -2,957 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: 3,094 shares; 2024Q4: 3,352 shares; 2025Q1: 3,461 shares; 2025Q2: 3,393 shares; 2025Q3: 4,693 shares; 2025Q4: 4,513 shares; 2026Q1: 5,153 shares; 2026Q2: 5,057 shares 5,057 $2.53M 0.37% -96 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,169 shares; 2026Q2: 15,374 shares 15,374 $2.51M 0.37% +6,205 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,507 shares; 2024Q4: 38,793 shares; 2025Q1: 37,944 shares; 2025Q2: 30,576 shares; 2025Q3: 24,378 shares; 2025Q4: 22,684 shares; 2026Q1: 21,686 shares; 2026Q2: 21,682 shares 21,682 $2.49M 0.37% -4 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: 25,485 shares; 2024Q4: 25,485 shares; 2025Q1: 25,485 shares; 2025Q2: 25,485 shares; 2025Q3: 25,479 shares; 2025Q4: 25,479 shares; 2026Q1: 25,479 shares; 2026Q2: 25,479 shares 25,479 $2.26M 0.33% 0 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: 33,507 shares; 2024Q4: 34,373 shares; 2025Q1: 34,633 shares; 2025Q2: 42,802 shares; 2025Q3: 42,869 shares; 2025Q4: 40,369 shares; 2026Q1: 41,008 shares; 2026Q2: 35,565 shares 35,565 $2.2M 0.32% -5,443 Timeline IMCG 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: 4,189 shares; 2025Q1: 7,749 shares; 2025Q2: 9,425 shares; 2025Q3: 10,737 shares; 2025Q4: 13,143 shares; 2026Q1: 18,199 shares; 2026Q2: 22,163 shares 22,163 $2.18M 0.32% +3,964 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,667 shares; 2025Q3: 51,151 shares; 2025Q4: 56,333 shares; 2026Q1: 47,771 shares; 2026Q2: 41,519 shares 41,519 $2.18M 0.32% -6,252 Timeline RWJ 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: 17,766 shares; 2025Q4: 22,506 shares; 2026Q1: 31,078 shares; 2026Q2: 36,569 shares 36,569 $2.18M 0.32% +5,491 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: 16,400 shares; 2024Q4: 16,217 shares; 2025Q1: 16,218 shares; 2025Q2: 15,616 shares; 2025Q3: 15,555 shares; 2025Q4: 15,238 shares; 2026Q1: 13,188 shares; 2026Q2: 12,258 shares 12,258 $2.08M 0.31% -930 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,259 shares; 2026Q2: 1,776 shares 1,776 $2.05M 0.3% +517 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,852 shares; 2026Q1: 7,299 shares; 2026Q2: 9,228 shares 9,228 $2.04M 0.3% +1,929 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: 27,878 shares; 2024Q4: 25,875 shares; 2025Q1: 25,637 shares; 2025Q2: 25,007 shares; 2025Q3: 24,828 shares; 2025Q4: 24,742 shares; 2026Q1: 24,870 shares; 2026Q2: 24,943 shares 24,943 $2.03M 0.3% +73 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,912 shares; 2025Q3: 27,336 shares; 2025Q4: 30,223 shares; 2026Q1: 37,093 shares; 2026Q2: 42,560 shares 42,560 $2.02M 0.3% +5,467 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: 21,680 shares; 2024Q4: 22,375 shares; 2025Q1: 21,246 shares; 2025Q2: 21,048 shares; 2025Q3: 21,171 shares; 2025Q4: 21,022 shares; 2026Q1: 20,865 shares; 2026Q2: 20,935 shares 20,935 $2.02M 0.3% +70 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,967 shares 24,967 $1.95M 0.29% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 10,642 shares; 2025Q4: 18,534 shares; 2026Q1: 33,526 shares; 2026Q2: 42,396 shares 42,396 $1.93M 0.28% +8,870 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: 26,947 shares; 2024Q4: 26,947 shares; 2025Q1: 26,947 shares; 2025Q2: 26,947 shares; 2025Q3: 26,947 shares; 2025Q4: 26,947 shares; 2026Q1: 26,947 shares; 2026Q2: 26,947 shares 26,947 $1.84M 0.27% 0 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,767 shares; 2025Q4: 24,855 shares; 2026Q1: 34,746 shares; 2026Q2: 41,254 shares 41,254 $1.76M 0.26% +6,508 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,505 shares; 2025Q4: 12,164 shares; 2026Q1: 17,469 shares; 2026Q2: 21,125 shares 21,125 $1.74M 0.26% +3,656 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,637 shares; 2024Q4: 3,961 shares; 2025Q1: 4,049 shares; 2025Q2: 4,044 shares; 2025Q3: 3,985 shares; 2025Q4: 3,917 shares; 2026Q1: 5,078 shares; 2026Q2: 5,043 shares 5,043 $1.73M 0.25% -35 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: 4,486 shares; 2024Q4: 4,214 shares; 2025Q1: 4,214 shares; 2025Q2: 4,195 shares; 2025Q3: 4,155 shares; 2025Q4: 4,136 shares; 2026Q1: 4,072 shares; 2026Q2: 3,991 shares 3,991 $1.72M 0.25% -81 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: 19,675 shares; 2024Q4: 19,509 shares; 2025Q1: 19,509 shares; 2025Q2: 19,114 shares; 2025Q3: 19,114 shares; 2025Q4: 21,603 shares; 2026Q1: 20,050 shares; 2026Q2: 20,535 shares 20,535 $1.7M 0.25% +485 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: 13,170 shares; 2024Q4: 13,061 shares; 2025Q1: 12,984 shares; 2025Q2: 12,146 shares; 2025Q3: 11,513 shares; 2025Q4: 11,160 shares; 2026Q1: 8,702 shares; 2026Q2: 7,718 shares 7,718 $1.69M 0.25% -984 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,646 shares; 2024Q4: 36,329 shares; 2025Q1: 31,052 shares; 2025Q2: 29,410 shares; 2025Q3: 24,755 shares; 2025Q4: 16,164 shares; 2026Q1: 14,678 shares; 2026Q2: 13,933 shares 13,933 $1.6M 0.24% -745 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: 32,973 shares; 2026Q2: 36,514 shares 36,514 $1.58M 0.23% +3,541 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,415 shares; 2024Q4: 49,141 shares; 2025Q1: 44,615 shares; 2025Q2: 44,939 shares; 2025Q3: 45,405 shares; 2025Q4: 44,911 shares; 2026Q1: 45,807 shares; 2026Q2: 43,316 shares 43,316 $1.57M 0.23% -2,491 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: 8,995 shares; 2024Q4: 6,356 shares; 2025Q1: 5,566 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,002 shares; 2026Q1: 10,559 shares; 2026Q2: 12,183 shares 12,183 $1.57M 0.23% +1,624 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,747 shares; 2026Q1: 15,868 shares; 2026Q2: 21,165 shares 21,165 $1.52M 0.22% +5,297 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: 18,852 shares; 2026Q1: 25,985 shares; 2026Q2: 24,894 shares 24,894 $1.5M 0.22% -1,091 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: 547 shares; 2024Q4: 544 shares; 2025Q1: 538 shares; 2025Q2: 537 shares; 2025Q3: 517 shares; 2025Q4: 281 shares; 2026Q1: 1,009 shares; 2026Q2: 1,213 shares 1,213 $1.45M 0.21% +204 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,757 shares; 2026Q1: 3,724 shares; 2026Q2: 3,713 shares 3,713 $1.41M 0.21% -11 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,075 shares; 2025Q4: 874 shares; 2026Q1: 1,138 shares; 2026Q2: 1,195 shares 1,195 $1.4M 0.21% +57 Timeline JEMA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,868 shares; 2025Q4: 13,476 shares; 2026Q1: 18,938 shares; 2026Q2: 21,427 shares 21,427 $1.37M 0.2% +2,489 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 227 shares; 2025Q3: 234 shares; 2025Q4: 251 shares; 2026Q1: 395 shares; 2026Q2: 4,450 shares 4,450 $1.34M 0.2% +4,055 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,303 shares; 2026Q2: 52,228 shares 52,228 $1.32M 0.19% +41,925 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,955 shares; 2025Q2: 2,950 shares; 2025Q3: 3,155 shares; 2025Q4: 3,800 shares; 2026Q1: 10,434 shares; 2026Q2: 11,314 shares 11,314 $1.32M 0.19% +880 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: 7,432 shares; 2024Q4: 7,202 shares; 2025Q1: 6,704 shares; 2025Q2: 6,091 shares; 2025Q3: 5,881 shares; 2025Q4: 5,988 shares; 2026Q1: 3,430 shares; 2026Q2: 3,269 shares 3,269 $1.3M 0.19% -161 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: 2,855 shares; 2024Q4: 2,776 shares; 2025Q1: 2,738 shares; 2025Q2: 2,623 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,594 shares; 2026Q2: 10,376 shares 10,376 $1.29M 0.19% +7,782 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,099 shares; 2025Q3: 3,236 shares; 2025Q4: not reported; 2026Q1: 9,560 shares; 2026Q2: 22,084 shares 22,084 $1.28M 0.19% +12,524 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: 13,956 shares; 2024Q4: 7,648 shares; 2025Q1: 3,988 shares; 2025Q2: 4,733 shares; 2025Q3: 8,261 shares; 2025Q4: 8,832 shares; 2026Q1: 8,599 shares; 2026Q2: 11,616 shares 11,616 $1.28M 0.19% +3,017 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,439 shares; 2024Q4: 1,525 shares; 2025Q1: 1,574 shares; 2025Q2: 1,669 shares; 2025Q3: 3,149 shares; 2025Q4: 3,093 shares; 2026Q1: 3,448 shares; 2026Q2: 3,369 shares 3,369 $1.26M 0.19% -79 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,796 shares; 2026Q2: 2,943 shares 2,943 $1.24M 0.18% +147 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,158 shares; 2024Q4: 2,121 shares; 2025Q1: 2,165 shares; 2025Q2: 2,277 shares; 2025Q3: 2,153 shares; 2025Q4: 2,123 shares; 2026Q1: 1,975 shares; 2026Q2: 1,921 shares 1,921 $1.24M 0.18% -54 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: 157,834 shares; 2024Q4: 151,617 shares; 2025Q1: 140,159 shares; 2025Q2: 130,164 shares; 2025Q3: 105,412 shares; 2025Q4: 72,815 shares; 2026Q1: 62,950 shares; 2026Q2: 58,863 shares 58,863 $1.22M 0.18% -4,087 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: 9,017 shares; 2024Q4: 8,833 shares; 2025Q1: 8,734 shares; 2025Q2: 8,467 shares; 2025Q3: 11,404 shares; 2025Q4: 11,607 shares; 2026Q1: 10,901 shares; 2026Q2: 10,399 shares 10,399 $1.18M 0.17% -502 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: 1,757 shares; 2024Q4: 1,739 shares; 2025Q1: 1,733 shares; 2025Q2: 1,716 shares; 2025Q3: 1,630 shares; 2025Q4: 1,514 shares; 2026Q1: 1,393 shares; 2026Q2: 1,476 shares 1,476 $1.17M 0.17% +83 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: 762 shares; 2024Q4: 813 shares; 2025Q1: 819 shares; 2025Q2: 811 shares; 2025Q3: 857 shares; 2025Q4: 837 shares; 2026Q1: 1,068 shares; 2026Q2: 999 shares 999 $1.13M 0.17% -69 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,051 shares; 2025Q4: 13,557 shares; 2026Q1: 13,985 shares; 2026Q2: 14,533 shares 14,533 $1.1M 0.16% +548 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: 4,857 shares; 2024Q4: 4,700 shares; 2025Q1: 4,596 shares; 2025Q2: 4,584 shares; 2025Q3: 4,584 shares; 2025Q4: 4,609 shares; 2026Q1: 4,521 shares; 2026Q2: 4,521 shares 4,521 $1.1M 0.16% 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: 961 shares; 2024Q4: 802 shares; 2025Q1: 5,055 shares; 2025Q2: 5,005 shares; 2025Q3: 4,841 shares; 2025Q4: 3,146 shares; 2026Q1: 3,147 shares; 2026Q2: 3,149 shares 3,149 $1.07M 0.16% +2 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: 9,035 shares; 2025Q3: 9,251 shares; 2025Q4: 10,025 shares; 2026Q1: 6,928 shares; 2026Q2: 4,091 shares 4,091 $1.07M 0.16% -2,837 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: 1,148 shares; 2024Q4: 1,080 shares; 2025Q1: 1,075 shares; 2025Q2: 1,058 shares; 2025Q3: 1,058 shares; 2025Q4: 1,060 shares; 2026Q1: 1,030 shares; 2026Q2: 1,036 shares 1,036 $1.05M 0.15% +6 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,904 shares; 2026Q1: 11,232 shares; 2026Q2: 21,575 shares 21,575 $1.04M 0.15% +10,343 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: 3,005 shares; 2024Q4: 3,256 shares; 2025Q1: 3,288 shares; 2025Q2: 3,432 shares; 2025Q3: 3,489 shares; 2025Q4: 7,186 shares; 2026Q1: 6,932 shares; 2026Q2: 6,884 shares 6,884 $1.04M 0.15% -48 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,263 shares; 2024Q4: 1,383 shares; 2025Q1: 1,459 shares; 2025Q2: 1,353 shares; 2025Q3: 1,892 shares; 2025Q4: 1,934 shares; 2026Q1: 2,535 shares; 2026Q2: 2,501 shares 2,501 $1.04M 0.15% -34 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: 2,629 shares; 2024Q4: 2,631 shares; 2025Q1: 2,638 shares; 2025Q2: 3,089 shares; 2025Q3: 3,674 shares; 2025Q4: 3,550 shares; 2026Q1: 3,505 shares; 2026Q2: 3,301 shares 3,301 $992K 0.15% -204 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: 1,848 shares; 2024Q4: 1,943 shares; 2025Q1: 1,881 shares; 2025Q2: 1,712 shares; 2025Q3: 1,702 shares; 2025Q4: 1,710 shares; 2026Q1: 1,637 shares; 2026Q2: 1,547 shares 1,547 $981K 0.14% -90 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,987 shares; 2024Q4: 1,909 shares; 2025Q1: 1,909 shares; 2025Q2: 2,097 shares; 2025Q3: 2,073 shares; 2025Q4: 2,106 shares; 2026Q1: 1,929 shares; 2026Q2: 1,919 shares 1,919 $970K 0.14% -10 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: 6,770 shares; 2024Q4: 7,324 shares; 2025Q1: 7,422 shares; 2025Q2: 7,725 shares; 2025Q3: 7,866 shares; 2025Q4: 7,591 shares; 2026Q1: 10,124 shares; 2026Q2: 10,473 shares 10,473 $961K 0.14% +349 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: 11,392 shares; 2024Q4: 12,083 shares; 2025Q1: 11,361 shares; 2025Q2: 11,349 shares; 2025Q3: 11,324 shares; 2025Q4: 11,577 shares; 2026Q1: 11,278 shares; 2026Q2: 11,359 shares 11,359 $941K 0.14% +81 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,312 shares; 2024Q4: 16,747 shares; 2025Q1: 14,745 shares; 2025Q2: 14,166 shares; 2025Q3: 12,339 shares; 2025Q4: 11,570 shares; 2026Q1: 11,382 shares; 2026Q2: 12,012 shares 12,012 $931K 0.14% +630 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: 39,311 shares; 2024Q4: 34,766 shares; 2025Q1: 38,634 shares; 2025Q2: 38,914 shares; 2025Q3: 37,575 shares; 2025Q4: 35,959 shares; 2026Q1: 18,007 shares; 2026Q2: 12,587 shares 12,587 $908K 0.13% -5,420 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: 709 shares; 2024Q4: 682 shares; 2025Q1: 625 shares; 2025Q2: 522 shares; 2025Q3: 514 shares; 2025Q4: 555 shares; 2026Q1: 626 shares; 2026Q2: 849 shares 849 $904K 0.13% +223 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,464 shares; 2024Q4: 12,589 shares; 2025Q1: 12,464 shares; 2025Q2: 9,263 shares; 2025Q3: 8,839 shares; 2025Q4: 5,251 shares; 2026Q1: 4,546 shares; 2026Q2: 4,274 shares 4,274 $893K 0.13% -272 Timeline STIP 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: 2,144 shares; 2025Q4: 3,718 shares; 2026Q1: 6,807 shares; 2026Q2: 8,595 shares 8,595 $878K 0.13% +1,788 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,150 shares; 2024Q4: 17,949 shares; 2025Q1: 15,382 shares; 2025Q2: 14,580 shares; 2025Q3: 14,709 shares; 2025Q4: 16,140 shares; 2026Q1: 14,731 shares; 2026Q2: 14,456 shares 14,456 $861K 0.13% -275 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: 130 shares; 2024Q4: 139 shares; 2025Q1: 147 shares; 2025Q2: 144 shares; 2025Q3: 147 shares; 2025Q4: 152 shares; 2026Q1: 192 shares; 2026Q2: 4,808 shares 4,808 $857K 0.13% +4,616 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,173 shares; 2026Q1: 5,169 shares; 2026Q2: 5,169 shares 5,169 $837K 0.12% 0 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: 3,490 shares; 2024Q4: 3,239 shares; 2025Q1: 3,227 shares; 2025Q2: 3,227 shares; 2025Q3: 3,204 shares; 2025Q4: 3,181 shares; 2026Q1: 3,202 shares; 2026Q2: 3,217 shares 3,217 $822K 0.12% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,282 shares; 2026Q2: 7,216 shares 7,216 $778K 0.11% +4,934 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: 1,402 shares; 2024Q4: 1,495 shares; 2025Q1: 1,512 shares; 2025Q2: 1,481 shares; 2025Q3: 1,542 shares; 2025Q4: 1,553 shares; 2026Q1: 2,049 shares; 2026Q2: 1,939 shares 1,939 $770K 0.11% -110 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: not reported; 2024Q4: 1,476 shares; 2025Q1: 1,919 shares; 2025Q2: 2,144 shares; 2025Q3: 2,148 shares; 2025Q4: 22,037 shares; 2026Q1: 12,971 shares; 2026Q2: 10,690 shares 10,690 $763K 0.11% -2,281 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: 9,199 shares; 2024Q4: 11,067 shares; 2025Q1: 10,712 shares; 2025Q2: 10,509 shares; 2025Q3: 11,799 shares; 2025Q4: 11,567 shares; 2026Q1: 13,914 shares; 2026Q2: 14,010 shares 14,010 $752K 0.11% +96 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.11% 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: 6,667 shares; 2024Q4: 6,068 shares; 2025Q1: 6,261 shares; 2025Q2: 6,529 shares; 2025Q3: 6,528 shares; 2025Q4: 3,124 shares; 2026Q1: 2,731 shares; 2026Q2: 2,621 shares 2,621 $737K 0.11% -110 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,587 shares; 2024Q4: 8,587 shares; 2025Q1: 8,587 shares; 2025Q2: 8,587 shares; 2025Q3: 8,567 shares; 2025Q4: 8,567 shares; 2026Q1: 8,567 shares; 2026Q2: 8,567 shares 8,567 $732K 0.11% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,397 shares; 2024Q4: 9,186 shares; 2025Q1: 9,054 shares; 2025Q2: 8,753 shares; 2025Q3: 8,472 shares; 2025Q4: 10,675 shares; 2026Q1: 3,569 shares; 2026Q2: 2,484 shares 2,484 $727K 0.11% -1,085 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,258 shares; 2024Q4: 1,195 shares; 2025Q1: 1,185 shares; 2025Q2: 1,185 shares; 2025Q3: 1,132 shares; 2025Q4: 1,343 shares; 2026Q1: 1,252 shares; 2026Q2: 1,739 shares 1,739 $725K 0.11% +487 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,065 shares; 2026Q1: 4,334 shares; 2026Q2: 2,130 shares 2,130 $720K 0.11% -2,204 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,274 shares; 2024Q4: 5,106 shares; 2025Q1: 5,186 shares; 2025Q2: 5,235 shares; 2025Q3: 4,800 shares; 2025Q4: 4,542 shares; 2026Q1: 4,477 shares; 2026Q2: 4,752 shares 4,752 $717K 0.11% +275 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: 4,616 shares; 2024Q4: 4,331 shares; 2025Q1: 4,267 shares; 2025Q2: 4,237 shares; 2025Q3: 4,053 shares; 2025Q4: 19,801 shares; 2026Q1: 8,796 shares; 2026Q2: 7,184 shares 7,184 $713K 0.1% -1,612 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 2,222 shares; 2025Q1: 2,101 shares; 2025Q2: 2,099 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 2,079 shares; 2026Q2: 2,079 shares 2,079 $713K 0.1% 0 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: 8,056 shares; 2024Q4: 8,170 shares; 2025Q1: 8,037 shares; 2025Q2: 7,670 shares; 2025Q3: 7,264 shares; 2025Q4: 7,187 shares; 2026Q1: 6,254 shares; 2026Q2: 6,023 shares 6,023 $707K 0.1% -231 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,658 shares; 2024Q4: 3,660 shares; 2025Q1: 3,698 shares; 2025Q2: 3,990 shares; 2025Q3: 3,797 shares; 2025Q4: 4,730 shares; 2026Q1: 4,730 shares; 2026Q2: 4,438 shares 4,438 $705K 0.1% -292 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,301 shares; 2025Q4: 6,782 shares; 2026Q1: 11,363 shares; 2026Q2: 14,976 shares 14,976 $702K 0.1% +3,613 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: 12,091 shares; 2024Q4: 6,114 shares; 2025Q1: 6,333 shares; 2025Q2: 6,415 shares; 2025Q3: 6,095 shares; 2025Q4: 5,815 shares; 2026Q1: 7,680 shares; 2026Q2: 7,680 shares 7,680 $695K 0.1% 0 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,763 shares; 2024Q4: 1,763 shares; 2025Q1: 1,763 shares; 2025Q2: 1,728 shares; 2025Q3: 1,686 shares; 2025Q4: 1,686 shares; 2026Q1: 1,651 shares; 2026Q2: 1,634 shares 1,634 $693K 0.1% -17 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,397 shares; 2024Q4: 5,479 shares; 2025Q1: 5,485 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,375 shares; 2026Q1: 3,864 shares; 2026Q2: 2,636 shares 2,636 $688K 0.1% -1,228 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: 7,075 shares; 2024Q4: 7,533 shares; 2025Q1: 7,858 shares; 2025Q2: 8,887 shares; 2025Q3: 9,029 shares; 2025Q4: 10,005 shares; 2026Q1: 11,936 shares; 2026Q2: 11,900 shares 11,900 $678K 0.1% -36 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: 4,238 shares; 2024Q4: 4,793 shares; 2025Q1: 5,128 shares; 2025Q2: 6,539 shares; 2025Q3: 6,623 shares; 2025Q4: 6,308 shares; 2026Q1: 9,680 shares; 2026Q2: 9,171 shares 9,171 $673K 0.1% -509 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251 shares; 2024Q4: 2,260 shares; 2025Q1: 2,248 shares; 2025Q2: 2,248 shares; 2025Q3: 2,225 shares; 2025Q4: 2,229 shares; 2026Q1: 2,103 shares; 2026Q2: 2,121 shares 2,121 $657K 0.1% +18 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,471 shares; 2025Q1: 8,493 shares; 2025Q2: 8,822 shares; 2025Q3: 8,714 shares; 2025Q4: 8,806 shares; 2026Q1: 8,655 shares; 2026Q2: 8,797 shares 8,797 $655K 0.1% +142 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,067 shares; 2024Q4: 5,046 shares; 2025Q1: 4,628 shares; 2025Q2: 4,049 shares; 2025Q3: 3,632 shares; 2025Q4: 4,450 shares; 2026Q1: 4,407 shares; 2026Q2: 4,336 shares 4,336 $630K 0.09% -71 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,751 shares; 2025Q1: 2,751 shares; 2025Q2: 2,751 shares; 2025Q3: 2,751 shares; 2025Q4: 2,751 shares; 2026Q1: 2,485 shares; 2026Q2: 2,485 shares 2,485 $629K 0.09% 0 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,674 shares; 2025Q3: 7,853 shares; 2025Q4: 7,777 shares; 2026Q1: 7,596 shares; 2026Q2: 7,722 shares 7,722 $627K 0.09% +126 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: 8,212 shares; 2024Q4: 8,212 shares; 2025Q1: 8,212 shares; 2025Q2: 8,212 shares; 2025Q3: 8,212 shares; 2025Q4: 8,222 shares; 2026Q1: 8,212 shares; 2026Q2: 8,212 shares 8,212 $626K 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares; 2026Q2: 858 shares 858 $620K 0.09% +113 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,487 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $610K 0.09% 0 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: 1,712 shares; 2024Q4: 2,019 shares; 2025Q1: 1,929 shares; 2025Q2: 1,895 shares; 2025Q3: 1,895 shares; 2025Q4: 1,895 shares; 2026Q1: 1,850 shares; 2026Q2: 7,484 shares 7,484 $603K 0.09% +5,634 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: 273 shares; 2025Q1: 286 shares; 2025Q2: 289 shares; 2025Q3: 302 shares; 2025Q4: 268 shares; 2026Q1: 324 shares; 2026Q2: 288 shares 288 $599K 0.09% -36 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: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,822 shares 2,822 $581K 0.09% new Timeline AS AMER SPORTS INC More: the full row for AMER SPORTS 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: 13,890 shares; 2025Q4: 13,128 shares; 2026Q1: 17,203 shares; 2026Q2: 17,073 shares 17,073 $578K 0.08% -130 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,012 shares; 2024Q4: 1,935 shares; 2025Q1: 2,059 shares; 2025Q2: 1,430 shares; 2025Q3: 2,971 shares; 2025Q4: 4,197 shares; 2026Q1: 1,829 shares; 2026Q2: 1,607 shares 1,607 $577K 0.08% -222 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: 848 shares; 2024Q4: 777 shares; 2025Q1: 770 shares; 2025Q2: 731 shares; 2025Q3: 698 shares; 2025Q4: 1,853 shares; 2026Q1: 1,553 shares; 2026Q2: 1,247 shares 1,247 $572K 0.08% -306 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 746 shares; 2024Q4: 699 shares; 2025Q1: 773 shares; 2025Q2: 860 shares; 2025Q3: 767 shares; 2025Q4: 979 shares; 2026Q1: 1,542 shares; 2026Q2: 1,477 shares 1,477 $571K 0.08% -65 Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,722 shares; 2024Q4: 6,425 shares; 2025Q1: 6,425 shares; 2025Q2: 6,304 shares; 2025Q3: 6,304 shares; 2025Q4: 6,407 shares; 2026Q1: 6,394 shares; 2026Q2: 6,392 shares 6,392 $545K 0.08% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,422 shares 2,422 $542K 0.08% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares; 2025Q4: 9,774 shares; 2026Q1: 6,124 shares; 2026Q2: 5,733 shares 5,733 $529K 0.08% -391 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: 3,874 shares; 2024Q4: 4,024 shares; 2025Q1: 3,965 shares; 2025Q2: 2,987 shares; 2025Q3: 2,231 shares; 2025Q4: 2,177 shares; 2026Q1: 1,520 shares; 2026Q2: 1,292 shares 1,292 $526K 0.08% -228 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,553 shares; 2025Q1: 1,559 shares; 2025Q2: 1,550 shares; 2025Q3: 1,550 shares; 2025Q4: 1,567 shares; 2026Q1: 1,359 shares; 2026Q2: 1,384 shares 1,384 $513K 0.08% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,843 shares; 2025Q4: 1,867 shares; 2026Q1: 2,513 shares; 2026Q2: 2,660 shares 2,660 $505K 0.07% +147 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,905 shares; 2024Q4: 2,090 shares; 2025Q1: 2,074 shares; 2025Q2: 1,915 shares; 2025Q3: 1,915 shares; 2025Q4: 2,040 shares; 2026Q1: 1,972 shares; 2026Q2: 1,965 shares 1,965 $503K 0.07% -7 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,737 shares 9,737 $496K 0.07% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,655 shares; 2024Q4: 2,609 shares; 2025Q1: 2,963 shares; 2025Q2: 2,938 shares; 2025Q3: 2,945 shares; 2025Q4: 3,061 shares; 2026Q1: 3,396 shares; 2026Q2: 3,998 shares 3,998 $492K 0.07% +602 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,077 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,050 shares; 2026Q2: 2,003 shares 2,003 $491K 0.07% -47 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,418 shares; 2024Q4: 3,224 shares; 2025Q1: 3,090 shares; 2025Q2: 3,040 shares; 2025Q3: 3,018 shares; 2025Q4: 3,018 shares; 2026Q1: 2,328 shares; 2026Q2: 2,151 shares 2,151 $488K 0.07% -177 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: 2,085 shares; 2024Q4: 2,125 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,056 shares; 2026Q2: 2,056 shares 2,056 $486K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,883 shares; 2026Q1: 2,197 shares; 2026Q2: 1,568 shares 1,568 $467K 0.07% -629 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,111 shares; 2025Q4: 2,018 shares; 2026Q1: 2,695 shares; 2026Q2: 2,641 shares 2,641 $464K 0.07% -54 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,205 shares; 2024Q4: 5,338 shares; 2025Q1: 4,883 shares; 2025Q2: 4,883 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares; 2026Q1: 4,851 shares; 2026Q2: 4,680 shares 4,680 $451K 0.07% -171 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,032 shares; 2024Q4: 8,186 shares; 2025Q1: 8,301 shares; 2025Q2: 8,744 shares; 2025Q3: 8,645 shares; 2025Q4: 8,374 shares; 2026Q1: 3,864 shares; 2026Q2: 2,296 shares 2,296 $446K 0.07% -1,568 Timeline CSTL CASTLE BIOSCIENCES INC More: the full row for CASTLE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,164 shares; 2024Q4: 8,624 shares; 2025Q1: 15,136 shares; 2025Q2: 19,951 shares; 2025Q3: 19,799 shares; 2025Q4: 16,706 shares; 2026Q1: 16,504 shares; 2026Q2: 18,591 shares 18,591 $443K 0.07% +2,087 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: not reported; 2024Q4: not reported; 2025Q1: 3,667 shares; 2025Q2: 3,494 shares; 2025Q3: 3,893 shares; 2025Q4: 5,212 shares; 2026Q1: 5,232 shares; 2026Q2: 5,741 shares 5,741 $443K 0.07% +509 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,714 shares; 2026Q2: 3,775 shares 3,775 $440K 0.06% +61 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,890 shares; 2026Q2: 4,265 shares 4,265 $436K 0.06% +375 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,242 shares; 2024Q4: 11,424 shares; 2025Q1: 11,953 shares; 2025Q2: 12,098 shares; 2025Q3: 12,098 shares; 2025Q4: 12,124 shares; 2026Q1: 12,885 shares; 2026Q2: 13,191 shares 13,191 $427K 0.06% +306 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: 6,222 shares; 2025Q1: 6,233 shares; 2025Q2: 5,922 shares; 2025Q3: 6,053 shares; 2025Q4: 6,090 shares; 2026Q1: 6,123 shares; 2026Q2: 5,649 shares 5,649 $421K 0.06% -474 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,903 shares; 2024Q4: 5,984 shares; 2025Q1: 5,866 shares; 2025Q2: 6,293 shares; 2025Q3: 6,175 shares; 2025Q4: 6,506 shares; 2026Q1: 6,264 shares; 2026Q2: 10,157 shares 10,157 $413K 0.06% +3,893 Timeline IGSB 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: 6,000 shares; 2026Q2: 7,849 shares 7,849 $411K 0.06% +1,849 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,549 shares; 2024Q4: 1,543 shares; 2025Q1: 1,540 shares; 2025Q2: 1,549 shares; 2025Q3: 1,312 shares; 2025Q4: 1,235 shares; 2026Q1: 1,247 shares; 2026Q2: 1,200 shares 1,200 $410K 0.06% -47 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: 662 shares; 2024Q4: 1,453 shares; 2025Q1: 1,649 shares; 2025Q2: 1,963 shares; 2025Q3: 2,059 shares; 2025Q4: 2,115 shares; 2026Q1: 1,082 shares; 2026Q2: 802 shares 802 $394K 0.06% -280 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,931 shares 12,931 $391K 0.06% new Timeline BATRK ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,487 shares; 2024Q4: 7,487 shares; 2025Q1: 6,680 shares; 2025Q2: 7,132 shares; 2025Q3: 7,126 shares; 2025Q4: 7,559 shares; 2026Q1: 7,445 shares; 2026Q2: 7,487 shares 7,487 $389K 0.06% +42 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,035 shares; 2024Q4: 3,064 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 2,064 shares; 2025Q4: 2,075 shares; 2026Q1: 2,061 shares; 2026Q2: 2,061 shares 2,061 $388K 0.06% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR 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: 760 shares; 2026Q2: 770 shares 770 $385K 0.06% +10 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,580 shares; 2024Q4: 1,599 shares; 2025Q1: 1,364 shares; 2025Q2: 1,380 shares; 2025Q3: 1,356 shares; 2025Q4: 1,482 shares; 2026Q1: 1,512 shares; 2026Q2: 1,779 shares 1,779 $382K 0.06% +267 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,730 shares; 2025Q3: 1,730 shares; 2025Q4: 1,915 shares; 2026Q1: 1,864 shares; 2026Q2: 1,888 shares 1,888 $379K 0.06% +24 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,396 shares; 2024Q4: 1,396 shares; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,396 shares; 2025Q4: 1,396 shares; 2026Q1: 1,396 shares; 2026Q2: 1,396 shares 1,396 $368K 0.05% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,392 shares; 2025Q1: 1,463 shares; 2025Q2: 1,483 shares; 2025Q3: 1,581 shares; 2025Q4: 1,581 shares; 2026Q1: 1,577 shares; 2026Q2: 1,577 shares 1,577 $368K 0.05% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 3,138 shares; 2025Q1: 3,106 shares; 2025Q2: 3,054 shares; 2025Q3: 3,054 shares; 2025Q4: 3,054 shares; 2026Q1: 2,717 shares; 2026Q2: 2,717 shares 2,717 $364K 0.05% 0 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: 3,238 shares; 2024Q4: 2,386 shares; 2025Q1: 1,202 shares; 2025Q2: 869 shares; 2025Q3: 779 shares; 2025Q4: 771 shares; 2026Q1: 714 shares; 2026Q2: 717 shares 717 $359K 0.05% +3 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,628 shares; 2024Q4: 5,909 shares; 2025Q1: 5,909 shares; 2025Q2: 5,909 shares; 2025Q3: 5,909 shares; 2025Q4: 6,204 shares; 2026Q1: 6,204 shares; 2026Q2: 6,204 shares 6,204 $358K 0.05% 0 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: 3,125 shares; 2024Q4: 2,890 shares; 2025Q1: 2,851 shares; 2025Q2: 2,843 shares; 2025Q3: 2,822 shares; 2025Q4: 2,099 shares; 2026Q1: 2,604 shares; 2026Q2: 2,362 shares 2,362 $346K 0.05% -242 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: 281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 282 shares; 2026Q1: 226 shares; 2026Q2: 245 shares 245 $339K 0.05% +19 Timeline STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,109 shares; 2024Q4: 15,145 shares; 2025Q1: 15,198 shares; 2025Q2: 16,142 shares; 2025Q3: 16,205 shares; 2025Q4: 17,109 shares; 2026Q1: 17,814 shares; 2026Q2: 18,417 shares 18,417 $333K 0.05% +603 Timeline USHY 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: 7,062 shares; 2026Q2: 8,982 shares 8,982 $333K 0.05% +1,920 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 838 shares; 2026Q2: 827 shares 827 $332K 0.05% -11 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: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 3,950 shares; 2026Q2: 3,950 shares 3,950 $331K 0.05% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,068 shares; 2024Q4: 29,054 shares; 2025Q1: 14,672 shares; 2025Q2: 8,461 shares; 2025Q3: 5,452 shares; 2025Q4: 5,419 shares; 2026Q1: 4,532 shares; 2026Q2: 4,827 shares 4,827 $330K 0.05% +295 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: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 3,082 shares; 2025Q4: 2,943 shares; 2026Q1: 2,943 shares; 2026Q2: 2,943 shares 2,943 $325K 0.05% 0 Timeline TLTW 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: 11,322 shares; 2026Q2: 14,408 shares 14,408 $322K 0.05% +3,086 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,606 shares; 2024Q4: 6,606 shares; 2025Q1: 6,606 shares; 2025Q2: 6,606 shares; 2025Q3: 6,606 shares; 2025Q4: 6,606 shares; 2026Q1: 6,606 shares; 2026Q2: 6,606 shares 6,606 $321K 0.05% 0 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 3,564 shares; 2026Q2: 4,426 shares 4,426 $313K 0.05% +862 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares; 2025Q4: 4,265 shares; 2026Q1: 4,233 shares; 2026Q2: 3,985 shares 3,985 $312K 0.05% -248 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: 40,390 shares; 2024Q4: 60,268 shares; 2025Q1: 64,717 shares; 2025Q2: 28,331 shares; 2025Q3: 6,719 shares; 2025Q4: 6,048 shares; 2026Q1: 5,390 shares; 2026Q2: 5,353 shares 5,353 $308K 0.05% -37 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: 2,184 shares; 2024Q4: 2,526 shares; 2025Q1: 2,526 shares; 2025Q2: 2,184 shares; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,184 shares; 2026Q2: 2,213 shares 2,213 $304K 0.04% +29 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: 1,439 shares; 2024Q4: 1,565 shares; 2025Q1: 1,619 shares; 2025Q2: 1,400 shares; 2025Q3: 1,396 shares; 2025Q4: 1,087 shares; 2026Q1: 1,375 shares; 2026Q2: 1,380 shares 1,380 $304K 0.04% +5 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: 3,461 shares; 2024Q4: 3,296 shares; 2025Q1: 3,282 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,316 shares; 2026Q1: 3,209 shares; 2026Q2: 3,249 shares 3,249 $295K 0.04% +40 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,726 shares; 2024Q4: 10,383 shares; 2025Q1: 42,135 shares; 2025Q2: 48,774 shares; 2025Q3: 49,703 shares; 2025Q4: 49,261 shares; 2026Q1: 50,746 shares; 2026Q2: 50,554 shares 50,554 $293K 0.04% -192 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 7,129 shares; 2026Q2: 7,129 shares 7,129 $290K 0.04% 0 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: 402 shares; 2024Q4: 402 shares; 2025Q1: 402 shares; 2025Q2: 402 shares; 2025Q3: 402 shares; 2025Q4: 402 shares; 2026Q1: 384 shares; 2026Q2: 384 shares 384 $287K 0.04% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,667 shares; 2024Q4: 12,667 shares; 2025Q1: 12,310 shares; 2025Q2: 12,310 shares; 2025Q3: 12,310 shares; 2025Q4: 12,310 shares; 2026Q1: 12,310 shares; 2026Q2: 12,310 shares 12,310 $284K 0.04% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,562 shares; 2025Q3: 5,477 shares; 2025Q4: 5,696 shares; 2026Q1: 5,475 shares; 2026Q2: 5,566 shares 5,566 $282K 0.04% +91 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 933 shares; 2025Q3: 902 shares; 2025Q4: 958 shares; 2026Q1: 1,295 shares; 2026Q2: 1,184 shares 1,184 $281K 0.04% -111 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares; 2026Q2: 1,575 shares 1,575 $279K 0.04% 0 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: 1,306 shares; 2024Q4: 1,254 shares; 2025Q1: 1,254 shares; 2025Q2: 1,254 shares; 2025Q3: 1,254 shares; 2025Q4: 1,264 shares; 2026Q1: 1,214 shares; 2026Q2: 1,234 shares 1,234 $277K 0.04% +20 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,609 shares; 2024Q4: 4,609 shares; 2025Q1: 4,609 shares; 2025Q2: 3,827 shares; 2025Q3: 3,827 shares; 2025Q4: 3,827 shares; 2026Q1: 3,696 shares; 2026Q2: 3,696 shares 3,696 $274K 0.04% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 2,116 shares; 2025Q4: 2,116 shares; 2026Q1: not reported; 2026Q2: 773 shares 773 $274K 0.04% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,486 shares; 2026Q2: 1,251 shares 1,251 $271K 0.04% -235 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: 776 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares; 2026Q1: 1,626 shares; 2026Q2: 1,416 shares 1,416 $270K 0.04% -210 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,677 shares; 2024Q4: 3,673 shares; 2025Q1: 3,113 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,523 shares; 2026Q2: 1,599 shares 1,599 $270K 0.04% +76 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,372 shares; 2025Q1: 14,357 shares; 2025Q2: 14,043 shares; 2025Q3: 14,228 shares; 2025Q4: 14,166 shares; 2026Q1: 13,418 shares; 2026Q2: 13,029 shares 13,029 $269K 0.04% -389 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: 2,147 shares; 2024Q4: 1,792 shares; 2025Q1: 1,775 shares; 2025Q2: 1,717 shares; 2025Q3: 1,645 shares; 2025Q4: 1,744 shares; 2026Q1: 1,745 shares; 2026Q2: 1,833 shares 1,833 $269K 0.04% +88 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC 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: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $267K 0.04% 0 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,615 shares 1,615 $266K 0.04% new Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,638 shares; 2025Q3: 3,550 shares; 2025Q4: 3,561 shares; 2026Q1: 3,545 shares; 2026Q2: 3,545 shares 3,545 $265K 0.04% 0 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,782 shares; 2024Q4: 18,899 shares; 2025Q1: 16,952 shares; 2025Q2: 19,950 shares; 2025Q3: 18,868 shares; 2025Q4: 20,518 shares; 2026Q1: 32,719 shares; 2026Q2: 26,696 shares 26,696 $264K 0.04% -6,023 Timeline APPF APPFOLIO INC More: the full row for APPFOLIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,173 shares; 2024Q4: 1,173 shares; 2025Q1: 1,203 shares; 2025Q2: 1,307 shares; 2025Q3: 1,300 shares; 2025Q4: 1,414 shares; 2026Q1: 1,776 shares; 2026Q2: 1,628 shares 1,628 $261K 0.04% -148 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,318 shares; 2025Q2: 14,676 shares; 2025Q3: 14,262 shares; 2025Q4: 14,963 shares; 2026Q1: 14,021 shares; 2026Q2: 15,047 shares 15,047 $260K 0.04% +1,026 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 726 shares 726 $256K 0.04% new 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: 904 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 908 shares; 2026Q1: 903 shares; 2026Q2: 935 shares 935 $253K 0.04% +32 Timeline ATRC ATRICURE INC More: the full row for ATRICURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,340 shares; 2025Q3: 8,310 shares; 2025Q4: 8,805 shares; 2026Q1: 9,282 shares; 2026Q2: 8,874 shares 8,874 $248K 0.04% -408 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,579 shares 1,579 $248K 0.04% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,807 shares; 2024Q4: 1,807 shares; 2025Q1: 1,807 shares; 2025Q2: 1,807 shares; 2025Q3: 1,807 shares; 2025Q4: 1,809 shares; 2026Q1: 1,832 shares; 2026Q2: 1,626 shares 1,626 $247K 0.04% -206 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,448 shares 1,448 $246K 0.04% new Timeline SAP SAP SE More: the full row for SAP 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: not reported; 2026Q1: not reported; 2026Q2: 1,587 shares 1,587 $245K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 908 shares; 2026Q2: 908 shares 908 $243K 0.04% 0 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,295 shares 1,295 $242K 0.04% new Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 925 shares; 2024Q4: 835 shares; 2025Q1: 810 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 577 shares 577 $240K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,107 shares; 2026Q1: 3,107 shares; 2026Q2: 2,107 shares 2,107 $240K 0.04% -1,000 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,513 shares; 2025Q3: 1,506 shares; 2025Q4: 1,812 shares; 2026Q1: 1,672 shares; 2026Q2: 1,694 shares 1,694 $238K 0.03% +22 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,874 shares; 2026Q1: 9,508 shares; 2026Q2: 9,663 shares 9,663 $238K 0.03% +155 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,335 shares 1,335 $235K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 665 shares; 2026Q2: 661 shares 661 $234K 0.03% -4 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 343 shares; 2025Q4: 332 shares; 2026Q1: 332 shares; 2026Q2: 332 shares 332 $234K 0.03% 0 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: 3,429 shares; 2024Q4: 3,241 shares; 2025Q1: 3,208 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,733 shares; 2026Q1: not reported; 2026Q2: 1,611 shares 1,611 $233K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,646 shares 2,646 $232K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,126 shares; 2025Q4: 1,064 shares; 2026Q1: 1,064 shares; 2026Q2: 1,064 shares 1,064 $232K 0.03% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,572 shares; 2024Q4: 1,572 shares; 2025Q1: 3,144 shares; 2025Q2: 3,144 shares; 2025Q3: 3,144 shares; 2025Q4: 3,144 shares; 2026Q1: not reported; 2026Q2: 2,666 shares 2,666 $224K 0.03% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 519 shares; 2025Q4: 490 shares; 2026Q1: not reported; 2026Q2: 2,556 shares 2,556 $220K 0.03% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,085 shares; 2025Q1: 1,085 shares; 2025Q2: 1,047 shares; 2025Q3: not reported; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares; 2026Q2: 1,015 shares 1,015 $216K 0.03% 0 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,706 shares; 2024Q4: 2,706 shares; 2025Q1: 2,706 shares; 2025Q2: 2,706 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares; 2026Q2: 1,994 shares 1,994 $214K 0.03% -536 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: 931 shares 931 $208K 0.03% 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: 931 shares 931 $205K 0.03% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,674 shares 1,674 $205K 0.03% new Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,699 shares; 2024Q4: 3,699 shares; 2025Q1: 3,377 shares; 2025Q2: 3,290 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares; 2026Q1: not reported; 2026Q2: 2,079 shares 2,079 $202K 0.03% new Timeline UTZ UTZ BRANDS INC More: the full row for UTZ BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,660 shares; 2024Q4: 11,588 shares; 2025Q1: 14,198 shares; 2025Q2: 16,361 shares; 2025Q3: 16,238 shares; 2025Q4: 17,986 shares; 2026Q1: 23,699 shares; 2026Q2: 24,754 shares 24,754 $191K 0.03% +1,055 Timeline LXU LSB INDS INC More: the full row for LSB INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,317 shares; 2025Q3: 16,239 shares; 2025Q4: 16,668 shares; 2026Q1: 16,668 shares; 2026Q2: 17,302 shares 17,302 $187K 0.03% +634 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,061 shares; 2024Q4: not reported; 2025Q1: 11,123 shares; 2025Q2: 11,525 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,856 shares; 2026Q2: 11,965 shares 11,965 $131K 0.02% +109 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,303 shares; 2026Q1: 10,341 shares; 2026Q2: 18,517 shares 18,517 $83K 0.01% +8,176 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,768 shares; 2025Q3: 16,946 shares; 2025Q4: 15,964 shares; 2026Q1: 15,977 shares; 2026Q2: 14,572 shares 14,572 $65.4K 0.01% -1,405 Timeline