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; 2023Q3: 207,738 shares; 2023Q4: 202,846 shares; 2024Q1: 201,713 shares; 2024Q2: 203,916 shares; 2024Q3: 206,924 shares; 2024Q4: 226,859 shares; 2025Q1: 209,521 shares; 2025Q2: 213,991 shares 213,991 $132M 3.44% +4,470 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 201,945 shares; 2023Q4: 218,569 shares; 2024Q1: 219,817 shares; 2024Q2: 219,122 shares; 2024Q3: 212,679 shares; 2024Q4: 206,891 shares; 2025Q1: 201,811 shares; 2025Q2: 184,523 shares 184,523 $115M 2.98% -17,288 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 165,917 shares; 2023Q4: 161,828 shares; 2024Q1: 156,599 shares; 2024Q2: 160,735 shares; 2024Q3: 161,156 shares; 2024Q4: 161,559 shares; 2025Q1: 160,181 shares; 2025Q2: 157,600 shares 157,600 $78.4M 2.04% -2,581 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; 2023Q3: 237,030 shares; 2023Q4: 238,782 shares; 2024Q1: 244,319 shares; 2024Q2: 242,767 shares; 2024Q3: 239,266 shares; 2024Q4: 236,808 shares; 2025Q1: 246,210 shares; 2025Q2: 246,141 shares 246,141 $71.4M 1.85% -69 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,641 shares; 2023Q4: 24,414 shares; 2024Q1: 24,359 shares; 2024Q2: 23,699 shares; 2024Q3: 249,389 shares; 2024Q4: 257,685 shares; 2025Q1: 250,301 shares; 2025Q2: 249,975 shares 249,975 $68.9M 1.79% -326 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 355,719 shares; 2023Q4: 338,804 shares; 2024Q1: 337,399 shares; 2024Q2: 344,192 shares; 2024Q3: 338,200 shares; 2024Q4: 336,236 shares; 2025Q1: 324,979 shares; 2025Q2: 315,951 shares 315,951 $64.8M 1.68% -9,028 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200,288 shares; 2023Q4: 194,402 shares; 2024Q1: 984,183 shares; 2024Q2: 972,042 shares; 2024Q3: 982,484 shares; 2024Q4: 992,224 shares; 2025Q1: 974,097 shares; 2025Q2: 951,472 shares 951,472 $59M 1.53% -22,625 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; 2023Q3: 770,865 shares; 2023Q4: 759,477 shares; 2024Q1: 775,272 shares; 2024Q2: 785,238 shares; 2024Q3: 839,789 shares; 2024Q4: 841,107 shares; 2025Q1: 803,710 shares; 2025Q2: 818,548 shares 818,548 $56.8M 1.48% +14,838 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 211,683 shares; 2023Q4: 206,118 shares; 2024Q1: 190,968 shares; 2024Q2: 192,763 shares; 2024Q3: 195,789 shares; 2024Q4: 197,078 shares; 2025Q1: 187,123 shares; 2025Q2: 188,150 shares 188,150 $55.5M 1.44% +1,027 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 592,626 shares; 2023Q4: 613,987 shares; 2024Q1: 622,587 shares; 2024Q2: 619,699 shares; 2024Q3: 615,255 shares; 2024Q4: 619,031 shares; 2025Q1: 601,616 shares; 2025Q2: 606,610 shares 606,610 $54.2M 1.41% +4,994 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; 2023Q3: 96,936 shares; 2023Q4: 99,231 shares; 2024Q1: 104,996 shares; 2024Q2: 113,616 shares; 2024Q3: 117,056 shares; 2024Q4: 117,097 shares; 2025Q1: 109,786 shares; 2025Q2: 117,822 shares 117,822 $51.7M 1.34% +8,036 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; 2023Q3: 80,848 shares; 2023Q4: 78,973 shares; 2024Q1: 111,774 shares; 2024Q2: 110,760 shares; 2024Q3: 115,262 shares; 2024Q4: 116,491 shares; 2025Q1: 127,014 shares; 2025Q2: 130,505 shares 130,505 $47.8M 1.24% +3,491 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 136,257 shares; 2023Q4: 133,520 shares; 2024Q1: 123,660 shares; 2024Q2: 119,371 shares; 2024Q3: 118,140 shares; 2024Q4: 115,511 shares; 2025Q1: 110,692 shares; 2025Q2: 109,533 shares 109,533 $46.5M 1.21% -1,159 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 436,597 shares; 2023Q4: 472,205 shares; 2024Q1: 473,831 shares; 2024Q2: 475,567 shares; 2024Q3: 499,389 shares; 2024Q4: 539,394 shares; 2025Q1: 443,826 shares; 2025Q2: 462,544 shares 462,544 $45.9M 1.19% +18,718 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; 2023Q3: 583,553 shares; 2023Q4: 585,944 shares; 2024Q1: 612,568 shares; 2024Q2: 622,692 shares; 2024Q3: 631,925 shares; 2024Q4: 633,779 shares; 2025Q1: 643,456 shares; 2025Q2: 668,916 shares 668,916 $45M 1.17% +25,460 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; 2023Q3: 536,653 shares; 2023Q4: 541,203 shares; 2024Q1: 504,861 shares; 2024Q2: 497,766 shares; 2024Q3: 499,269 shares; 2024Q4: 496,515 shares; 2025Q1: 466,610 shares; 2025Q2: 471,602 shares 471,602 $43M 1.12% +4,992 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 239,096 shares; 2023Q4: 237,599 shares; 2024Q1: 244,532 shares; 2024Q2: 248,844 shares; 2024Q3: 259,166 shares; 2024Q4: 253,067 shares; 2025Q1: 265,668 shares; 2025Q2: 271,850 shares 271,850 $41.5M 1.08% +6,182 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 56,441 shares; 2023Q4: 56,797 shares; 2024Q1: 111,792 shares; 2024Q2: 116,188 shares; 2024Q3: 125,079 shares; 2024Q4: 128,350 shares; 2025Q1: 137,754 shares; 2025Q2: 141,353 shares 141,353 $41.3M 1.07% +3,599 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; 2023Q3: 828,916 shares; 2023Q4: 814,388 shares; 2024Q1: 818,909 shares; 2024Q2: 814,542 shares; 2024Q3: 855,043 shares; 2024Q4: 855,048 shares; 2025Q1: 910,067 shares; 2025Q2: 939,449 shares 939,449 $40.6M 1.06% +29,382 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; 2023Q3: 242,473 shares; 2023Q4: 241,157 shares; 2024Q1: 236,418 shares; 2024Q2: 235,976 shares; 2024Q3: 241,147 shares; 2024Q4: 245,464 shares; 2025Q1: 249,284 shares; 2025Q2: 252,850 shares 252,850 $40.3M 1.05% +3,566 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 148,117 shares; 2023Q4: 148,060 shares; 2024Q1: 138,653 shares; 2024Q2: 137,975 shares; 2024Q3: 143,109 shares; 2024Q4: 145,177 shares; 2025Q1: 143,705 shares; 2025Q2: 146,906 shares 146,906 $39.3M 1.02% +3,201 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; 2023Q3: 207,409 shares; 2023Q4: 198,590 shares; 2024Q1: 211,670 shares; 2024Q2: 210,860 shares; 2024Q3: 214,734 shares; 2024Q4: 217,583 shares; 2025Q1: 214,490 shares; 2025Q2: 210,851 shares 210,851 $38.4M 1% -3,639 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 223,300 shares; 2023Q4: 218,017 shares; 2024Q1: 205,861 shares; 2024Q2: 199,601 shares; 2024Q3: 197,276 shares; 2024Q4: 199,496 shares; 2025Q1: 197,132 shares; 2025Q2: 192,871 shares 192,871 $37.5M 0.97% -4,261 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; 2023Q3: 135,197 shares; 2023Q4: 125,791 shares; 2024Q1: 156,893 shares; 2024Q2: 155,929 shares; 2024Q3: 162,424 shares; 2024Q4: 163,066 shares; 2025Q1: 164,667 shares; 2025Q2: 165,096 shares 165,096 $36.2M 0.94% +429 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,833 shares; 2023Q4: 6,017 shares; 2024Q1: 7,027 shares; 2024Q2: 78,843 shares; 2024Q3: 81,217 shares; 2024Q4: 80,017 shares; 2025Q1: 223,766 shares; 2025Q2: 229,205 shares 229,205 $36.2M 0.94% +5,439 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; 2023Q3: 159,986 shares; 2023Q4: 155,506 shares; 2024Q1: 179,667 shares; 2024Q2: 180,619 shares; 2024Q3: 189,110 shares; 2024Q4: 197,361 shares; 2025Q1: 501,255 shares; 2025Q2: 511,352 shares 511,352 $36.2M 0.94% +10,097 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 65,022 shares; 2023Q4: 64,946 shares; 2024Q1: 67,358 shares; 2024Q2: 66,907 shares; 2024Q3: 67,182 shares; 2024Q4: 69,333 shares; 2025Q1: 74,388 shares; 2025Q2: 77,098 shares 77,098 $35.7M 0.93% +2,710 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 387,388 shares; 2023Q4: 383,205 shares; 2024Q1: 382,701 shares; 2024Q2: 387,566 shares; 2024Q3: 398,242 shares; 2024Q4: 403,492 shares; 2025Q1: 422,684 shares; 2025Q2: 439,076 shares 439,076 $35.3M 0.92% +16,392 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; 2023Q3: 264,435 shares; 2023Q4: 263,790 shares; 2024Q1: 275,452 shares; 2024Q2: 282,164 shares; 2024Q3: 293,537 shares; 2024Q4: 303,662 shares; 2025Q1: 317,351 shares; 2025Q2: 321,607 shares 321,607 $34.7M 0.9% +4,256 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 297,256 shares; 2023Q4: 298,966 shares; 2024Q1: 312,721 shares; 2024Q2: 309,213 shares; 2024Q3: 314,672 shares; 2024Q4: 322,067 shares; 2025Q1: 362,345 shares; 2025Q2: 376,734 shares 376,734 $34.6M 0.9% +14,389 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 381,267 shares; 2023Q4: 380,742 shares; 2024Q1: 403,732 shares; 2024Q2: 396,096 shares; 2024Q3: 394,903 shares; 2024Q4: 396,400 shares; 2025Q1: 392,697 shares; 2025Q2: 407,569 shares 407,569 $34.3M 0.89% +14,872 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,294 shares; 2023Q4: 41,299 shares; 2024Q1: 58,481 shares; 2024Q2: 58,897 shares; 2024Q3: 60,769 shares; 2024Q4: 55,471 shares; 2025Q1: 116,048 shares; 2025Q2: 120,365 shares 120,365 $33.6M 0.87% +4,317 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 135,972 shares; 2023Q4: 134,989 shares; 2024Q1: 129,155 shares; 2024Q2: 127,999 shares; 2024Q3: 127,199 shares; 2024Q4: 126,214 shares; 2025Q1: 124,329 shares; 2025Q2: 121,966 shares 121,966 $30.9M 0.8% -2,363 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; 2023Q3: 414,518 shares; 2023Q4: 430,065 shares; 2024Q1: 472,019 shares; 2024Q2: 496,271 shares; 2024Q3: 512,982 shares; 2024Q4: 483,808 shares; 2025Q1: 500,859 shares; 2025Q2: 537,872 shares 537,872 $30.7M 0.8% +37,013 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 133,047 shares; 2023Q4: 129,188 shares; 2024Q1: 130,796 shares; 2024Q2: 130,036 shares; 2024Q3: 130,589 shares; 2024Q4: 132,701 shares; 2025Q1: 135,357 shares; 2025Q2: 141,113 shares 141,113 $30.5M 0.79% +5,756 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 139,267 shares; 2023Q4: 146,373 shares; 2024Q1: 150,645 shares; 2024Q2: 155,031 shares; 2024Q3: 163,135 shares; 2024Q4: 158,315 shares; 2025Q1: 162,090 shares; 2025Q2: 167,470 shares 167,470 $30.4M 0.79% +5,380 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 173,097 shares; 2023Q4: 171,841 shares; 2024Q1: 170,807 shares; 2024Q2: 172,111 shares; 2024Q3: 174,125 shares; 2024Q4: 178,469 shares; 2025Q1: 155,030 shares; 2025Q2: 162,391 shares 162,391 $30.1M 0.78% +7,361 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 98,934 shares; 2023Q4: 100,047 shares; 2024Q1: 134,358 shares; 2024Q2: 195,463 shares; 2024Q3: 258,207 shares; 2024Q4: 260,285 shares; 2025Q1: 279,409 shares; 2025Q2: 272,896 shares 272,896 $30M 0.78% -6,513 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 357,062 shares; 2023Q4: 337,221 shares; 2024Q1: 311,866 shares; 2024Q2: 310,883 shares; 2024Q3: 322,629 shares; 2024Q4: 326,040 shares; 2025Q1: 330,616 shares; 2025Q2: 346,584 shares 346,584 $29.5M 0.77% +15,968 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 198,041 shares; 2023Q4: 198,571 shares; 2024Q1: 196,055 shares; 2024Q2: 194,080 shares; 2024Q3: 204,109 shares; 2024Q4: 206,748 shares; 2025Q1: 212,252 shares; 2025Q2: 220,344 shares 220,344 $29.4M 0.76% +8,092 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; 2023Q3: 965,369 shares; 2023Q4: 941,372 shares; 2024Q1: 935,850 shares; 2024Q2: 945,412 shares; 2024Q3: 968,811 shares; 2024Q4: 979,626 shares; 2025Q1: 989,360 shares; 2025Q2: 1,006,999 shares 1,006,999 $29.1M 0.76% +17,639 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; 2023Q3: 10,875 shares; 2023Q4: 11,058 shares; 2024Q1: 36,001 shares; 2024Q2: 37,140 shares; 2024Q3: 36,824 shares; 2024Q4: 36,940 shares; 2025Q1: 37,284 shares; 2025Q2: 37,699 shares 37,699 $27.8M 0.72% +415 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; 2023Q3: 122,153 shares; 2023Q4: 124,015 shares; 2024Q1: 210,471 shares; 2024Q2: 209,932 shares; 2024Q3: 214,016 shares; 2024Q4: 215,693 shares; 2025Q1: 226,442 shares; 2025Q2: 225,207 shares 225,207 $27.8M 0.72% -1,235 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 264,795 shares; 2023Q4: 276,364 shares; 2024Q1: 286,409 shares; 2024Q2: 286,632 shares; 2024Q3: 299,811 shares; 2024Q4: 280,355 shares; 2025Q1: 421,662 shares; 2025Q2: 476,628 shares 476,628 $27.6M 0.72% +54,966 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; 2023Q3: 106,364 shares; 2023Q4: 104,234 shares; 2024Q1: 108,708 shares; 2024Q2: 108,316 shares; 2024Q3: 111,726 shares; 2024Q4: 115,533 shares; 2025Q1: 122,866 shares; 2025Q2: 131,845 shares 131,845 $27.4M 0.71% +8,979 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 188,169 shares; 2023Q4: 173,581 shares; 2024Q1: 164,254 shares; 2024Q2: 161,928 shares; 2024Q3: 164,232 shares; 2024Q4: 161,748 shares; 2025Q1: 151,219 shares; 2025Q2: 150,220 shares 150,220 $26.6M 0.69% -999 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; 2023Q3: 39,496 shares; 2023Q4: 39,854 shares; 2024Q1: 40,844 shares; 2024Q2: 41,743 shares; 2024Q3: 44,365 shares; 2024Q4: 46,578 shares; 2025Q1: 207,140 shares; 2025Q2: 216,752 shares 216,752 $25.6M 0.66% +9,612 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 127,579 shares; 2023Q4: 129,198 shares; 2024Q1: 126,661 shares; 2024Q2: 123,820 shares; 2024Q3: 124,434 shares; 2024Q4: 122,659 shares; 2025Q1: 116,609 shares; 2025Q2: 121,552 shares 121,552 $25.4M 0.66% +4,943 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; 2023Q3: 112,731 shares; 2023Q4: 111,488 shares; 2024Q1: 107,764 shares; 2024Q2: 102,243 shares; 2024Q3: 100,386 shares; 2024Q4: 94,325 shares; 2025Q1: 89,515 shares; 2025Q2: 82,888 shares 82,888 $25.3M 0.66% -6,627 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 57,363 shares; 2023Q4: 55,850 shares; 2024Q1: 57,678 shares; 2024Q2: 54,985 shares; 2024Q3: 56,510 shares; 2024Q4: 48,186 shares; 2025Q1: 317,899 shares; 2025Q2: 338,031 shares 338,031 $25.2M 0.65% +20,132 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 66,734 shares; 2023Q4: 66,951 shares; 2024Q1: 66,308 shares; 2024Q2: 66,882 shares; 2024Q3: 68,502 shares; 2024Q4: 67,887 shares; 2025Q1: 69,646 shares; 2025Q2: 73,211 shares 73,211 $24M 0.62% +3,565 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 126,694 shares; 2023Q4: 131,315 shares; 2024Q1: 314,851 shares; 2024Q2: 325,155 shares; 2024Q3: 278,705 shares; 2024Q4: 248,714 shares; 2025Q1: 240,266 shares; 2025Q2: 259,273 shares 259,273 $23.8M 0.62% +19,007 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; 2023Q3: 52,289 shares; 2023Q4: 54,693 shares; 2024Q1: 66,843 shares; 2024Q2: 95,935 shares; 2024Q3: 114,644 shares; 2024Q4: 117,996 shares; 2025Q1: 121,582 shares; 2025Q2: 131,360 shares 131,360 $23.2M 0.6% +9,778 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 130,695 shares; 2023Q4: 129,205 shares; 2024Q1: 131,308 shares; 2024Q2: 135,952 shares; 2024Q3: 136,401 shares; 2024Q4: 136,783 shares; 2025Q1: 135,941 shares; 2025Q2: 129,827 shares 129,827 $22.9M 0.59% -6,114 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74,516 shares; 2023Q4: 70,539 shares; 2024Q1: 70,359 shares; 2024Q2: 74,645 shares; 2024Q3: 76,139 shares; 2024Q4: 72,001 shares; 2025Q1: 70,566 shares; 2025Q2: 73,184 shares 73,184 $22.2M 0.58% +2,618 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 74,481 shares; 2023Q4: 75,272 shares; 2024Q1: 74,639 shares; 2024Q2: 76,232 shares; 2024Q3: 79,741 shares; 2024Q4: 83,558 shares; 2025Q1: 88,771 shares; 2025Q2: 95,738 shares 95,738 $22M 0.57% +6,967 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; 2023Q3: 91,333 shares; 2023Q4: 93,408 shares; 2024Q1: 102,141 shares; 2024Q2: 103,773 shares; 2024Q3: 395,386 shares; 2024Q4: 406,458 shares; 2025Q1: 446,375 shares; 2025Q2: 472,974 shares 472,974 $21.9M 0.57% +26,599 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 492,461 shares; 2023Q4: 498,153 shares; 2024Q1: 585,737 shares; 2024Q2: 595,479 shares; 2024Q3: 691,228 shares; 2024Q4: 653,331 shares; 2025Q1: 825,044 shares; 2025Q2: 899,279 shares 899,279 $21.8M 0.57% +74,235 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; 2023Q3: 22,610 shares; 2023Q4: 21,339 shares; 2024Q1: 25,911 shares; 2024Q2: 25,154 shares; 2024Q3: 23,889 shares; 2024Q4: 23,358 shares; 2025Q1: 21,825 shares; 2025Q2: 21,661 shares 21,661 $21.4M 0.56% -164 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,150 shares; 2023Q4: 27,985 shares; 2024Q1: 25,144 shares; 2024Q2: 30,012 shares; 2024Q3: 33,130 shares; 2024Q4: 34,286 shares; 2025Q1: 37,738 shares; 2025Q2: 38,797 shares 38,797 $21.4M 0.56% +1,059 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 158,272 shares; 2023Q4: 158,749 shares; 2024Q1: 155,648 shares; 2024Q2: 156,044 shares; 2024Q3: 162,685 shares; 2024Q4: 167,110 shares; 2025Q1: 183,189 shares; 2025Q2: 198,583 shares 198,583 $21.3M 0.55% +15,394 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 164,468 shares; 2023Q4: 163,028 shares; 2024Q1: 499,330 shares; 2024Q2: 492,099 shares; 2024Q3: 471,196 shares; 2024Q4: 456,433 shares; 2025Q1: 231,838 shares; 2025Q2: 216,345 shares 216,345 $21.2M 0.55% -15,493 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 64,770 shares; 2023Q4: 64,982 shares; 2024Q1: 63,388 shares; 2024Q2: 62,027 shares; 2024Q3: 66,045 shares; 2024Q4: 64,454 shares; 2025Q1: 68,265 shares; 2025Q2: 69,149 shares 69,149 $20.7M 0.54% +884 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 177,534 shares; 2023Q4: 194,111 shares; 2024Q1: 208,151 shares; 2024Q2: 208,225 shares; 2024Q3: 212,096 shares; 2024Q4: 207,387 shares; 2025Q1: 190,797 shares; 2025Q2: 190,310 shares 190,310 $20.1M 0.52% -487 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 342,937 shares; 2023Q4: 341,437 shares; 2024Q1: 218,802 shares; 2024Q2: 215,872 shares; 2024Q3: 223,167 shares; 2024Q4: 231,285 shares; 2025Q1: 248,954 shares; 2025Q2: 276,904 shares 276,904 $19.9M 0.52% +27,950 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; 2023Q3: 69,524 shares; 2023Q4: 71,102 shares; 2024Q1: 69,882 shares; 2024Q2: 69,138 shares; 2024Q3: 68,479 shares; 2024Q4: 65,712 shares; 2025Q1: 66,621 shares; 2025Q2: 69,845 shares 69,845 $19.5M 0.51% +3,224 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 408,885 shares; 2023Q4: 405,579 shares; 2024Q1: 424,836 shares; 2024Q2: 427,474 shares; 2024Q3: 464,351 shares; 2024Q4: 446,825 shares; 2025Q1: 686,862 shares; 2025Q2: 748,895 shares 748,895 $19.3M 0.5% +62,033 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 315,532 shares; 2023Q4: 328,033 shares; 2024Q1: 312,522 shares; 2024Q2: 275,084 shares; 2024Q3: 269,251 shares; 2024Q4: 256,458 shares; 2025Q1: 245,970 shares; 2025Q2: 245,438 shares 245,438 $19.3M 0.5% -532 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,081 shares; 2023Q4: 22,961 shares; 2024Q1: 27,361 shares; 2024Q2: 27,475 shares; 2024Q3: 30,905 shares; 2024Q4: 29,095 shares; 2025Q1: 36,743 shares; 2025Q2: 36,328 shares 36,328 $18.6M 0.48% -415 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,815 shares; 2023Q4: 41,903 shares; 2024Q1: 40,042 shares; 2024Q2: 40,448 shares; 2024Q3: 42,977 shares; 2024Q4: 42,673 shares; 2025Q1: 46,847 shares; 2025Q2: 47,888 shares 47,888 $18.5M 0.48% +1,041 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 351,208 shares; 2023Q4: 360,647 shares; 2024Q1: 368,627 shares; 2024Q2: 376,573 shares; 2024Q3: 378,989 shares; 2024Q4: 380,215 shares; 2025Q1: 349,564 shares; 2025Q2: 361,313 shares 361,313 $17.9M 0.46% +11,749 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,327 shares; 2023Q4: 23,169 shares; 2024Q1: 46,043 shares; 2024Q2: 53,677 shares; 2024Q3: 59,170 shares; 2024Q4: 66,361 shares; 2025Q1: 83,300 shares; 2025Q2: 91,300 shares 91,300 $17.8M 0.46% +8,000 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 222,481 shares; 2023Q4: 220,751 shares; 2024Q1: 241,318 shares; 2024Q2: 173,266 shares; 2024Q3: 174,281 shares; 2024Q4: 179,386 shares; 2025Q1: 183,459 shares; 2025Q2: 278,439 shares 278,439 $17.8M 0.46% +94,980 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 540,103 shares; 2023Q4: 550,059 shares; 2024Q1: 551,821 shares; 2024Q2: 549,134 shares; 2024Q3: 567,799 shares; 2024Q4: 586,662 shares; 2025Q1: 647,137 shares; 2025Q2: 724,564 shares 724,564 $17.7M 0.46% +77,427 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 89,772 shares; 2023Q4: 88,307 shares; 2024Q1: 91,797 shares; 2024Q2: 91,191 shares; 2024Q3: 94,841 shares; 2024Q4: 94,395 shares; 2025Q1: 111,891 shares; 2025Q2: 109,875 shares 109,875 $17.5M 0.46% -2,016 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 118,517 shares; 2023Q4: 116,157 shares; 2024Q1: 121,395 shares; 2024Q2: 120,329 shares; 2024Q3: 121,741 shares; 2024Q4: 122,849 shares; 2025Q1: 126,512 shares; 2025Q2: 130,272 shares 130,272 $17.5M 0.45% +3,760 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,461 shares; 2023Q4: 60,197 shares; 2024Q1: 41,744 shares; 2024Q2: 42,644 shares; 2024Q3: 41,916 shares; 2024Q4: 58,416 shares; 2025Q1: 43,773 shares; 2025Q2: 49,127 shares 49,127 $17.2M 0.45% +5,354 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; 2023Q3: 56,375 shares; 2023Q4: 53,675 shares; 2024Q1: 56,621 shares; 2024Q2: 56,243 shares; 2024Q3: 60,173 shares; 2024Q4: 58,705 shares; 2025Q1: 71,953 shares; 2025Q2: 72,290 shares 72,290 $16M 0.42% +337 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 293,131 shares; 2023Q4: 272,778 shares; 2024Q1: 278,444 shares; 2024Q2: 334,473 shares; 2024Q3: 355,351 shares; 2024Q4: 352,795 shares; 2025Q1: 302,380 shares; 2025Q2: 321,315 shares 321,315 $15.8M 0.41% +18,935 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 71,264 shares; 2023Q4: 90,504 shares; 2024Q1: 97,013 shares; 2024Q2: 99,619 shares; 2024Q3: 97,823 shares; 2024Q4: 90,468 shares; 2025Q1: 92,067 shares; 2025Q2: 90,573 shares 90,573 $15.7M 0.41% -1,494 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 131,443 shares; 2023Q4: 127,384 shares; 2024Q1: 126,504 shares; 2024Q2: 130,831 shares; 2024Q3: 149,253 shares; 2024Q4: 148,214 shares; 2025Q1: 195,127 shares; 2025Q2: 194,439 shares 194,439 $15.5M 0.4% -688 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 128,253 shares; 2023Q4: 142,126 shares; 2024Q1: 129,630 shares; 2024Q2: 124,556 shares; 2024Q3: 122,579 shares; 2024Q4: 133,778 shares; 2025Q1: 105,759 shares; 2025Q2: 112,479 shares 112,479 $15M 0.39% +6,720 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 105,808 shares; 2023Q4: 99,701 shares; 2024Q1: 97,456 shares; 2024Q2: 95,303 shares; 2024Q3: 99,183 shares; 2024Q4: 98,815 shares; 2025Q1: 101,693 shares; 2025Q2: 101,302 shares 101,302 $14.5M 0.38% -391 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 139,624 shares; 2023Q4: 133,928 shares; 2024Q1: 113,412 shares; 2024Q2: 89,889 shares; 2024Q3: 182,434 shares; 2024Q4: 176,688 shares; 2025Q1: 157,869 shares; 2025Q2: 227,309 shares 227,309 $14.4M 0.37% +69,440 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,523 shares; 2023Q4: 26,042 shares; 2024Q1: 24,526 shares; 2024Q2: 23,430 shares; 2024Q3: 23,225 shares; 2024Q4: 22,397 shares; 2025Q1: 20,055 shares; 2025Q2: 19,594 shares 19,594 $14.4M 0.37% -461 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,687 shares; 2023Q4: 53,195 shares; 2024Q1: 48,284 shares; 2024Q2: 47,709 shares; 2024Q3: 47,719 shares; 2024Q4: 48,729 shares; 2025Q1: 51,760 shares; 2025Q2: 50,204 shares 50,204 $14.4M 0.37% -1,556 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 67,073 shares; 2023Q4: 67,788 shares; 2024Q1: 74,941 shares; 2024Q2: 72,746 shares; 2024Q3: 72,108 shares; 2024Q4: 72,603 shares; 2025Q1: 71,404 shares; 2025Q2: 71,189 shares 71,189 $14.3M 0.37% -215 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59,872 shares; 2023Q4: 56,205 shares; 2024Q1: 55,532 shares; 2024Q2: 55,078 shares; 2024Q3: 54,115 shares; 2024Q4: 53,853 shares; 2025Q1: 50,976 shares; 2025Q2: 47,677 shares 47,677 $13.6M 0.35% -3,299 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,674 shares; 2023Q4: 45,009 shares; 2024Q1: 50,904 shares; 2024Q2: 56,229 shares; 2024Q3: 60,550 shares; 2024Q4: 56,740 shares; 2025Q1: 69,263 shares; 2025Q2: 73,035 shares 73,035 $13.4M 0.35% +3,772 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; 2023Q3: 44,171 shares; 2023Q4: 47,116 shares; 2024Q1: 60,997 shares; 2024Q2: 60,143 shares; 2024Q3: 62,066 shares; 2024Q4: 62,213 shares; 2025Q1: 58,255 shares; 2025Q2: 57,166 shares 57,166 $13.3M 0.35% -1,089 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,658 shares; 2023Q4: 23,538 shares; 2024Q1: 21,738 shares; 2024Q2: 20,919 shares; 2024Q3: 20,098 shares; 2024Q4: 19,668 shares; 2025Q1: 19,062 shares; 2025Q2: 19,005 shares 19,005 $13.3M 0.34% -57 Timeline JQUA 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; 2023Q3: 292,605 shares; 2023Q4: 307,500 shares; 2024Q1: 305,284 shares; 2024Q2: 325,003 shares; 2024Q3: 271,636 shares; 2024Q4: 235,708 shares; 2025Q1: 214,738 shares; 2025Q2: 215,970 shares 215,970 $13M 0.34% +1,232 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; 2023Q3: 192,695 shares; 2023Q4: 191,900 shares; 2024Q1: 187,825 shares; 2024Q2: 183,186 shares; 2024Q3: 179,065 shares; 2024Q4: 163,499 shares; 2025Q1: 168,561 shares; 2025Q2: 163,245 shares 163,245 $12.9M 0.34% -5,316 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 134,466 shares; 2023Q4: 126,133 shares; 2024Q1: 233,590 shares; 2024Q2: 242,269 shares; 2024Q3: 321,139 shares; 2024Q4: 243,395 shares; 2025Q1: 262,098 shares; 2025Q2: 279,155 shares 279,155 $12.9M 0.34% +17,057 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 165,874 shares; 2023Q4: 161,764 shares; 2024Q1: 160,164 shares; 2024Q2: 161,678 shares; 2024Q3: 168,768 shares; 2024Q4: 162,761 shares; 2025Q1: 151,615 shares; 2025Q2: 150,806 shares 150,806 $12.6M 0.33% -809 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,413 shares; 2023Q4: 48,541 shares; 2024Q1: 50,971 shares; 2024Q2: 49,551 shares; 2024Q3: 49,697 shares; 2024Q4: 49,783 shares; 2025Q1: 49,711 shares; 2025Q2: 49,178 shares 49,178 $12.3M 0.32% -533 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40,618 shares; 2023Q4: 39,612 shares; 2024Q1: 41,107 shares; 2024Q2: 41,177 shares; 2024Q3: 41,789 shares; 2024Q4: 41,905 shares; 2025Q1: 43,280 shares; 2025Q2: 41,645 shares 41,645 $12.1M 0.31% -1,635 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; 2023Q3: 42,011 shares; 2023Q4: 44,789 shares; 2024Q1: 49,230 shares; 2024Q2: 49,346 shares; 2024Q3: 48,840 shares; 2024Q4: 46,962 shares; 2025Q1: 52,507 shares; 2025Q2: 58,322 shares 58,322 $11.9M 0.31% +5,815 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 144,879 shares; 2023Q4: 363,589 shares; 2024Q1: 364,419 shares; 2024Q2: 354,271 shares; 2024Q3: 361,681 shares; 2024Q4: 342,015 shares; 2025Q1: 366,550 shares; 2025Q2: 373,790 shares 373,790 $11.9M 0.31% +7,240 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,526 shares; 2023Q4: 17,475 shares; 2024Q1: 18,099 shares; 2024Q2: 18,100 shares; 2024Q3: 18,959 shares; 2024Q4: 18,875 shares; 2025Q1: 20,428 shares; 2025Q2: 20,495 shares 20,495 $11.8M 0.31% +67 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 49,927 shares; 2023Q4: 52,813 shares; 2024Q1: 55,260 shares; 2024Q2: 53,228 shares; 2024Q3: 53,690 shares; 2024Q4: 54,253 shares; 2025Q1: 51,464 shares; 2025Q2: 51,408 shares 51,408 $11.8M 0.31% -56 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150,057 shares; 2024Q2: 187,533 shares; 2024Q3: 203,872 shares; 2024Q4: 190,343 shares; 2025Q1: 202,886 shares; 2025Q2: 211,341 shares 211,341 $11.5M 0.3% +8,455 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 162,666 shares; 2024Q3: 192,674 shares; 2024Q4: 275,534 shares; 2025Q1: 306,395 shares; 2025Q2: 323,576 shares 323,576 $11.4M 0.3% +17,181 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 167,908 shares; 2023Q4: 167,935 shares; 2024Q1: 159,005 shares; 2024Q2: 106,639 shares; 2024Q3: 100,980 shares; 2024Q4: 100,676 shares; 2025Q1: 100,765 shares; 2025Q2: 103,999 shares 103,999 $11.4M 0.3% +3,234 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 212,280 shares; 2023Q4: 205,250 shares; 2024Q1: 189,543 shares; 2024Q2: 196,653 shares; 2024Q3: 184,136 shares; 2024Q4: 163,140 shares; 2025Q1: 171,783 shares; 2025Q2: 180,924 shares 180,924 $11.4M 0.29% +9,141 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; 2023Q3: 247,508 shares; 2023Q4: 244,579 shares; 2024Q1: 247,115 shares; 2024Q2: 254,375 shares; 2024Q3: 274,687 shares; 2024Q4: 291,278 shares; 2025Q1: 103,718 shares; 2025Q2: 101,578 shares 101,578 $11.3M 0.29% -2,140 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; 2023Q3: 8,531 shares; 2023Q4: 7,684 shares; 2024Q1: 6,764 shares; 2024Q2: 6,520 shares; 2024Q3: 11,670 shares; 2024Q4: 18,811 shares; 2025Q1: 59,549 shares; 2025Q2: 60,163 shares 60,163 $11.2M 0.29% +614 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 80,889 shares; 2023Q4: 87,750 shares; 2024Q1: 81,376 shares; 2024Q2: 81,467 shares; 2024Q3: 79,670 shares; 2024Q4: 82,014 shares; 2025Q1: 77,351 shares; 2025Q2: 82,810 shares 82,810 $10.9M 0.28% +5,459 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 124,487 shares; 2023Q4: 128,365 shares; 2024Q1: 117,126 shares; 2024Q2: 118,402 shares; 2024Q3: 119,645 shares; 2024Q4: 120,185 shares; 2025Q1: 119,344 shares; 2025Q2: 116,117 shares 116,117 $10.7M 0.28% -3,227 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; 2023Q3: 47,296 shares; 2023Q4: 46,522 shares; 2024Q1: 43,441 shares; 2024Q2: 42,950 shares; 2024Q3: 42,622 shares; 2024Q4: 24,358 shares; 2025Q1: 18,543 shares; 2025Q2: 18,167 shares 18,167 $10.3M 0.27% -376 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 123,286 shares; 2023Q4: 119,643 shares; 2024Q1: 118,731 shares; 2024Q2: 114,754 shares; 2024Q3: 117,119 shares; 2024Q4: 117,879 shares; 2025Q1: 78,602 shares; 2025Q2: 75,153 shares 75,153 $10.2M 0.27% -3,449 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 175,521 shares; 2023Q4: 136,463 shares; 2024Q1: 120,925 shares; 2024Q2: 122,148 shares; 2024Q3: 108,618 shares; 2024Q4: 95,807 shares; 2025Q1: 109,032 shares; 2025Q2: 110,940 shares 110,940 $10.1M 0.26% +1,908 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; 2023Q3: 18,898 shares; 2023Q4: 18,886 shares; 2024Q1: 19,097 shares; 2024Q2: 19,176 shares; 2024Q3: 19,220 shares; 2024Q4: 19,142 shares; 2025Q1: 18,911 shares; 2025Q2: 19,039 shares 19,039 $10M 0.26% +128 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; 2023Q3: 133,801 shares; 2023Q4: 113,688 shares; 2024Q1: 116,053 shares; 2024Q2: 120,405 shares; 2024Q3: 145,584 shares; 2024Q4: 140,520 shares; 2025Q1: 144,200 shares; 2025Q2: 137,418 shares 137,418 $9.73M 0.25% -6,782 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; 2023Q3: 163,339 shares; 2023Q4: 143,439 shares; 2024Q1: 145,719 shares; 2024Q2: 145,963 shares; 2024Q3: 146,962 shares; 2024Q4: 140,510 shares; 2025Q1: 139,342 shares; 2025Q2: 140,275 shares 140,275 $9.69M 0.25% +933 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 55,113 shares; 2023Q4: 105,751 shares; 2024Q1: 77,683 shares; 2024Q2: 72,939 shares; 2024Q3: 77,915 shares; 2024Q4: 228,048 shares; 2025Q1: 94,691 shares; 2025Q2: 91,974 shares 91,974 $9.61M 0.25% -2,717 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 144,973 shares; 2023Q4: 144,695 shares; 2024Q1: 145,123 shares; 2024Q2: 141,082 shares; 2024Q3: 142,308 shares; 2024Q4: 131,679 shares; 2025Q1: 115,322 shares; 2025Q2: 107,784 shares 107,784 $9.51M 0.25% -7,538 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; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 13 shares 13 $9.47M 0.25% +11 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,331 shares; 2023Q4: 22,821 shares; 2024Q1: 22,303 shares; 2024Q2: 21,650 shares; 2024Q3: 21,837 shares; 2024Q4: 21,928 shares; 2025Q1: 12,063 shares; 2025Q2: 11,985 shares 11,985 $9.44M 0.25% -78 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 859 shares; 2023Q4: 937 shares; 2024Q1: 2,214 shares; 2024Q2: 2,190 shares; 2024Q3: 2,163 shares; 2024Q4: 2,199 shares; 2025Q1: 19,315 shares; 2025Q2: 19,719 shares 19,719 $8.78M 0.23% +404 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 141 shares; 2023Q4: 141 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: not reported; 2024Q4: 11,744 shares; 2025Q1: 34,557 shares; 2025Q2: 36,401 shares 36,401 $8.75M 0.23% +1,844 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 51,022 shares; 2023Q4: 52,308 shares; 2024Q1: 29,151 shares; 2024Q2: 65,728 shares; 2024Q3: 43,158 shares; 2024Q4: 42,735 shares; 2025Q1: 77,541 shares; 2025Q2: 143,259 shares 143,259 $8.6M 0.22% +65,718 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61,372 shares; 2023Q4: 71,433 shares; 2024Q1: 62,469 shares; 2024Q2: 58,308 shares; 2024Q3: 56,794 shares; 2024Q4: 55,295 shares; 2025Q1: 58,004 shares; 2025Q2: 54,450 shares 54,450 $8.59M 0.22% -3,554 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 40,513 shares; 2023Q4: 48,781 shares; 2024Q1: 56,257 shares; 2024Q2: 68,302 shares; 2024Q3: 66,072 shares; 2024Q4: 70,160 shares; 2025Q1: 72,192 shares; 2025Q2: 80,812 shares 80,812 $8.32M 0.22% +8,620 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; 2023Q3: 15,756 shares; 2023Q4: 16,640 shares; 2024Q1: 16,069 shares; 2024Q2: 17,214 shares; 2024Q3: 17,236 shares; 2024Q4: 17,742 shares; 2025Q1: 17,885 shares; 2025Q2: 16,793 shares 16,793 $8.16M 0.21% -1,092 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 127,389 shares; 2023Q4: 125,324 shares; 2024Q1: 121,536 shares; 2024Q2: 117,507 shares; 2024Q3: 115,254 shares; 2024Q4: 115,195 shares; 2025Q1: 125,790 shares; 2025Q2: 126,147 shares 126,147 $8.12M 0.21% +357 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,907 shares; 2023Q4: 14,515 shares; 2024Q1: 14,081 shares; 2024Q2: 13,643 shares; 2024Q3: 13,437 shares; 2024Q4: 13,195 shares; 2025Q1: 15,314 shares; 2025Q2: 15,417 shares 15,417 $8.09M 0.21% +103 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 108,331 shares; 2023Q4: 98,639 shares; 2024Q1: 104,216 shares; 2024Q2: 105,295 shares; 2024Q3: 99,077 shares; 2024Q4: 98,228 shares; 2025Q1: 96,556 shares; 2025Q2: 101,656 shares 101,656 $8.08M 0.21% +5,100 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,624 shares; 2023Q4: 14,883 shares; 2024Q1: 25,366 shares; 2024Q2: 43,198 shares; 2024Q3: 54,823 shares; 2024Q4: 56,998 shares; 2025Q1: 70,841 shares; 2025Q2: 73,073 shares 73,073 $7.98M 0.21% +2,232 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,362 shares; 2023Q4: 19,526 shares; 2024Q1: 20,630 shares; 2024Q2: 23,782 shares; 2024Q3: 24,665 shares; 2024Q4: 24,468 shares; 2025Q1: 34,302 shares; 2025Q2: 22,215 shares 22,215 $7.89M 0.2% -12,087 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; 2023Q3: 13,079 shares; 2023Q4: 12,663 shares; 2024Q1: 9,600 shares; 2024Q2: 10,031 shares; 2024Q3: 10,057 shares; 2024Q4: 9,957 shares; 2025Q1: 9,730 shares; 2025Q2: 9,940 shares 9,940 $7.75M 0.2% +210 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,089 shares; 2023Q4: 35,545 shares; 2024Q1: 39,885 shares; 2024Q2: 39,229 shares; 2024Q3: 39,198 shares; 2024Q4: 39,832 shares; 2025Q1: 37,277 shares; 2025Q2: 44,412 shares 44,412 $7.3M 0.19% +7,135 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,374 shares; 2023Q4: 58,377 shares; 2024Q1: 52,091 shares; 2024Q2: 52,194 shares; 2024Q3: 51,807 shares; 2024Q4: 51,983 shares; 2025Q1: 52,119 shares; 2025Q2: 48,721 shares 48,721 $6.76M 0.18% -3,398 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 62,861 shares; 2023Q4: 51,261 shares; 2024Q1: 52,682 shares; 2024Q2: 86,716 shares; 2024Q3: 86,697 shares; 2024Q4: 94,164 shares; 2025Q1: 59,272 shares; 2025Q2: 59,764 shares 59,764 $6.69M 0.17% +492 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; 2023Q3: 11,943 shares; 2023Q4: 10,185 shares; 2024Q1: 9,927 shares; 2024Q2: 10,886 shares; 2024Q3: 11,018 shares; 2024Q4: 11,135 shares; 2025Q1: 11,204 shares; 2025Q2: 11,741 shares 11,741 $6.65M 0.17% +537 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 542 shares; 2024Q4: 638 shares; 2025Q1: 495 shares; 2025Q2: 28,239 shares 28,239 $6.41M 0.17% +27,744 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 276,188 shares; 2023Q4: 274,958 shares; 2024Q1: 45,166 shares; 2024Q2: 37,886 shares; 2024Q3: 36,451 shares; 2024Q4: 32,292 shares; 2025Q1: 30,236 shares; 2025Q2: 28,778 shares 28,778 $6.29M 0.16% -1,458 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; 2023Q3: 134,825 shares; 2023Q4: 138,216 shares; 2024Q1: 148,100 shares; 2024Q2: 148,194 shares; 2024Q3: 151,783 shares; 2024Q4: 124,412 shares; 2025Q1: 123,905 shares; 2025Q2: 124,525 shares 124,525 $6.16M 0.16% +620 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,979 shares; 2023Q4: 17,208 shares; 2024Q1: 27,492 shares; 2024Q2: 42,910 shares; 2024Q3: 54,534 shares; 2024Q4: 65,531 shares; 2025Q1: 72,247 shares; 2025Q2: 71,958 shares 71,958 $6.13M 0.16% -289 Timeline JPEM 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; 2023Q3: 99,451 shares; 2023Q4: 72,376 shares; 2024Q1: 71,453 shares; 2024Q2: 74,069 shares; 2024Q3: 101,157 shares; 2024Q4: 98,494 shares; 2025Q1: 97,327 shares; 2025Q2: 103,228 shares 103,228 $5.82M 0.15% +5,901 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 9,416 shares; 2024Q1: 1,737 shares; 2024Q2: 1,845 shares; 2024Q3: 1,902 shares; 2024Q4: 1,970 shares; 2025Q1: 12,439 shares; 2025Q2: 18,797 shares 18,797 $5.72M 0.15% +6,358 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,396 shares; 2023Q4: 14,620 shares; 2024Q1: 14,099 shares; 2024Q2: 15,433 shares; 2024Q3: 17,342 shares; 2024Q4: 16,952 shares; 2025Q1: 16,624 shares; 2025Q2: 16,687 shares 16,687 $5.67M 0.15% +63 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 81,893 shares; 2024Q3: 90,473 shares; 2024Q4: 92,903 shares; 2025Q1: 89,477 shares; 2025Q2: 98,580 shares 98,580 $5.58M 0.15% +9,103 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 41,114 shares; 2023Q4: 40,604 shares; 2024Q1: 40,055 shares; 2024Q2: 39,371 shares; 2024Q3: 39,972 shares; 2024Q4: 39,972 shares; 2025Q1: 39,625 shares; 2025Q2: 39,215 shares 39,215 $5.32M 0.14% -410 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,342 shares; 2025Q2: 148,997 shares 148,997 $5.3M 0.14% +132,655 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,647 shares; 2023Q4: 15,885 shares; 2024Q1: 16,177 shares; 2024Q2: 16,009 shares; 2024Q3: 17,309 shares; 2024Q4: 17,320 shares; 2025Q1: 17,999 shares; 2025Q2: 19,081 shares 19,081 $5.28M 0.14% +1,082 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 95,530 shares; 2023Q4: 54,447 shares; 2024Q1: 93,698 shares; 2024Q2: 151,839 shares; 2024Q3: 199,651 shares; 2024Q4: 206,504 shares; 2025Q1: 226,969 shares; 2025Q2: 198,016 shares 198,016 $5.26M 0.14% -28,953 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,307 shares; 2023Q4: 35,760 shares; 2024Q1: 35,224 shares; 2024Q2: 35,724 shares; 2024Q3: 35,205 shares; 2024Q4: 35,257 shares; 2025Q1: 34,229 shares; 2025Q2: 33,978 shares 33,978 $4.96M 0.13% -251 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,464 shares; 2023Q4: 6,973 shares; 2024Q1: 6,858 shares; 2024Q2: 6,683 shares; 2024Q3: 6,663 shares; 2024Q4: 7,576 shares; 2025Q1: 11,329 shares; 2025Q2: 11,114 shares 11,114 $4.9M 0.13% -215 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,780 shares; 2023Q4: 39,668 shares; 2024Q1: 40,562 shares; 2024Q2: 42,114 shares; 2024Q3: 42,443 shares; 2024Q4: 26,268 shares; 2025Q1: 24,644 shares; 2025Q2: 24,694 shares 24,694 $4.82M 0.13% +50 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 98,446 shares; 2023Q4: 79,770 shares; 2024Q1: 71,080 shares; 2024Q2: 55,444 shares; 2024Q3: 52,716 shares; 2024Q4: 51,674 shares; 2025Q1: 49,648 shares; 2025Q2: 42,034 shares 42,034 $4.63M 0.12% -7,614 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,206 shares; 2023Q4: 25,778 shares; 2024Q1: 18,768 shares; 2024Q2: 18,649 shares; 2024Q3: 18,830 shares; 2024Q4: 19,451 shares; 2025Q1: 17,888 shares; 2025Q2: 16,856 shares 16,856 $4.6M 0.12% -1,032 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 104,351 shares; 2023Q4: 112,228 shares; 2024Q1: 115,862 shares; 2024Q2: 115,834 shares; 2024Q3: 117,854 shares; 2024Q4: 120,714 shares; 2025Q1: 119,529 shares; 2025Q2: 135,357 shares 135,357 $4.59M 0.12% +15,828 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; 2023Q3: 74,197 shares; 2023Q4: 63,686 shares; 2024Q1: 54,999 shares; 2024Q2: 55,051 shares; 2024Q3: 51,805 shares; 2024Q4: 66,042 shares; 2025Q1: 81,606 shares; 2025Q2: 73,476 shares 73,476 $4.58M 0.12% -8,130 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 113,869 shares; 2025Q2: 113,869 shares 113,869 $4.37M 0.11% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,368 shares; 2023Q4: 30,945 shares; 2024Q1: 31,361 shares; 2024Q2: 31,599 shares; 2024Q3: 31,132 shares; 2024Q4: 31,184 shares; 2025Q1: 31,453 shares; 2025Q2: 32,136 shares 32,136 $4.33M 0.11% +683 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; 2023Q3: 16,324 shares; 2023Q4: 13,340 shares; 2024Q1: 13,173 shares; 2024Q2: 12,194 shares; 2024Q3: 11,773 shares; 2024Q4: 11,176 shares; 2025Q1: 10,770 shares; 2025Q2: 10,673 shares 10,673 $4.33M 0.11% -97 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,127 shares; 2023Q4: 99,772 shares; 2024Q1: 26,720 shares; 2024Q2: 39,864 shares; 2024Q3: 38,627 shares; 2024Q4: 68,292 shares; 2025Q1: 53,519 shares; 2025Q2: 49,465 shares 49,465 $4.1M 0.11% -4,054 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 246 shares; 2023Q4: 95,877 shares; 2024Q1: 97,003 shares; 2024Q2: 103,615 shares; 2024Q3: 122,676 shares; 2024Q4: 130,756 shares; 2025Q1: 88,232 shares; 2025Q2: 92,917 shares 92,917 $4.08M 0.11% +4,685 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 63,170 shares; 2023Q4: 61,342 shares; 2024Q1: 60,443 shares; 2024Q2: 62,481 shares; 2024Q3: 62,925 shares; 2024Q4: 62,365 shares; 2025Q1: 35,567 shares; 2025Q2: 30,378 shares 30,378 $4.01M 0.1% -5,189 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 8,547 shares; 2024Q1: 7,141 shares; 2024Q2: 7,314 shares; 2024Q3: 8,072 shares; 2024Q4: 8,708 shares; 2025Q1: 28,437 shares; 2025Q2: 39,252 shares 39,252 $3.99M 0.1% +10,815 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,812 shares; 2023Q4: 54,171 shares; 2024Q1: 54,901 shares; 2024Q2: 56,552 shares; 2024Q3: 55,937 shares; 2024Q4: 48,538 shares; 2025Q1: 45,957 shares; 2025Q2: 52,712 shares 52,712 $3.88M 0.1% +6,755 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,903 shares; 2023Q4: 31,907 shares; 2024Q1: 32,401 shares; 2024Q2: 29,645 shares; 2024Q3: 28,194 shares; 2024Q4: 28,523 shares; 2025Q1: 27,443 shares; 2025Q2: 29,035 shares 29,035 $3.86M 0.1% +1,592 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,364 shares; 2023Q4: 11,585 shares; 2024Q1: 11,744 shares; 2024Q2: 11,864 shares; 2024Q3: 12,340 shares; 2024Q4: 12,685 shares; 2025Q1: 12,368 shares; 2025Q2: 12,125 shares 12,125 $3.85M 0.1% -243 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,159 shares; 2023Q4: 39,251 shares; 2024Q1: 37,842 shares; 2024Q2: 34,065 shares; 2024Q3: 34,065 shares; 2024Q4: 34,065 shares; 2025Q1: 34,065 shares; 2025Q2: 34,065 shares 34,065 $3.73M 0.1% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,148 shares; 2023Q4: 25,089 shares; 2024Q1: 24,967 shares; 2024Q2: 25,148 shares; 2024Q3: 25,154 shares; 2024Q4: 25,150 shares; 2025Q1: 25,146 shares; 2025Q2: 25,297 shares 25,297 $3.73M 0.1% +151 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; 2023Q3: 5,635 shares; 2023Q4: 5,710 shares; 2024Q1: 6,249 shares; 2024Q2: 6,389 shares; 2024Q3: 6,707 shares; 2024Q4: 6,604 shares; 2025Q1: 6,620 shares; 2025Q2: 6,816 shares 6,816 $3.7M 0.1% +196 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 85,082 shares; 2023Q4: 109,972 shares; 2024Q1: 108,103 shares; 2024Q2: 111,083 shares; 2024Q3: 111,316 shares; 2024Q4: 82,583 shares; 2025Q1: 71,066 shares; 2025Q2: 70,577 shares 70,577 $3.52M 0.09% -489 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,231 shares; 2023Q4: 15,181 shares; 2024Q1: 15,009 shares; 2024Q2: 15,387 shares; 2024Q3: 15,349 shares; 2024Q4: 15,339 shares; 2025Q1: 15,049 shares; 2025Q2: 16,140 shares 16,140 $3.51M 0.09% +1,091 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,227 shares; 2023Q4: 17,081 shares; 2024Q1: 16,093 shares; 2024Q2: 15,876 shares; 2024Q3: 16,456 shares; 2024Q4: 15,980 shares; 2025Q1: 15,031 shares; 2025Q2: 14,787 shares 14,787 $3.5M 0.09% -244 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 118,136 shares; 2023Q4: 60,067 shares; 2024Q1: 66,819 shares; 2024Q2: 64,626 shares; 2024Q3: 61,553 shares; 2024Q4: 49,208 shares; 2025Q1: 43,453 shares; 2025Q2: 44,320 shares 44,320 $3.43M 0.09% +867 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 79,241 shares; 2023Q4: 74,411 shares; 2024Q1: 64,662 shares; 2024Q2: 63,157 shares; 2024Q3: 55,653 shares; 2024Q4: 48,226 shares; 2025Q1: 38,162 shares; 2025Q2: 37,100 shares 37,100 $3.33M 0.09% -1,062 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,087 shares; 2023Q4: 5,087 shares; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 4,975 shares; 2024Q4: 4,883 shares; 2025Q1: 4,974 shares; 2025Q2: 4,949 shares 4,949 $3.28M 0.09% -25 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 52,580 shares; 2023Q4: 56,506 shares; 2024Q1: 31,200 shares; 2024Q2: 25,080 shares; 2024Q3: 25,592 shares; 2024Q4: 20,501 shares; 2025Q1: 12,714 shares; 2025Q2: 24,157 shares 24,157 $3.27M 0.08% +11,443 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,362 shares; 2023Q4: 22,270 shares; 2024Q1: 30,130 shares; 2024Q2: 32,293 shares; 2024Q3: 37,557 shares; 2024Q4: 35,985 shares; 2025Q1: 30,622 shares; 2025Q2: 33,235 shares 33,235 $3.12M 0.08% +2,613 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,699 shares; 2023Q4: 11,333 shares; 2024Q1: 11,552 shares; 2024Q2: 11,339 shares; 2024Q3: 10,809 shares; 2024Q4: 10,530 shares; 2025Q1: 10,143 shares; 2025Q2: 10,290 shares 10,290 $3.09M 0.08% +147 Timeline SPLV 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; 2023Q3: 49,099 shares; 2023Q4: 44,711 shares; 2024Q1: 40,812 shares; 2024Q2: 40,542 shares; 2024Q3: 41,106 shares; 2024Q4: 41,106 shares; 2025Q1: 40,956 shares; 2025Q2: 41,257 shares 41,257 $3M 0.08% +301 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47,658 shares; 2023Q4: 46,329 shares; 2024Q1: 46,486 shares; 2024Q2: 46,093 shares; 2024Q3: 38,106 shares; 2024Q4: 28,502 shares; 2025Q1: 19,821 shares; 2025Q2: 19,207 shares 19,207 $3M 0.08% -614 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,238 shares; 2023Q4: 11,389 shares; 2024Q1: 11,370 shares; 2024Q2: 11,901 shares; 2024Q3: 12,293 shares; 2024Q4: 9,791 shares; 2025Q1: 9,355 shares; 2025Q2: 8,151 shares 8,151 $2.98M 0.08% -1,204 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; 2023Q3: 64,696 shares; 2023Q4: 53,299 shares; 2024Q1: 46,740 shares; 2024Q2: 44,943 shares; 2024Q3: 44,770 shares; 2024Q4: 43,430 shares; 2025Q1: 43,288 shares; 2025Q2: 42,197 shares 42,197 $2.93M 0.08% -1,091 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,654 shares; 2023Q4: 38,220 shares; 2024Q1: 38,808 shares; 2024Q2: 42,115 shares; 2024Q3: 18,926 shares; 2024Q4: 26,730 shares; 2025Q1: 23,351 shares; 2025Q2: 25,719 shares 25,719 $2.84M 0.07% +2,368 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; 2023Q3: 14,432 shares; 2023Q4: 14,337 shares; 2024Q1: 13,306 shares; 2024Q2: 13,564 shares; 2024Q3: 13,779 shares; 2024Q4: 13,964 shares; 2025Q1: 13,601 shares; 2025Q2: 12,641 shares 12,641 $2.8M 0.07% -960 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,264 shares; 2023Q4: 4,299 shares; 2024Q1: 4,722 shares; 2024Q2: 4,936 shares; 2024Q3: 5,140 shares; 2024Q4: 5,256 shares; 2025Q1: 4,791 shares; 2025Q2: 4,976 shares 4,976 $2.8M 0.07% +185 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; 2023Q3: 7,707 shares; 2023Q4: 8,535 shares; 2024Q1: 8,703 shares; 2024Q2: 8,047 shares; 2024Q3: 10,655 shares; 2024Q4: 10,579 shares; 2025Q1: 11,791 shares; 2025Q2: 8,737 shares 8,737 $2.79M 0.07% -3,054 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,679 shares; 2025Q1: 2,637 shares; 2025Q2: 2,612 shares 2,612 $2.74M 0.07% -25 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 755 shares; 2023Q4: 798 shares; 2024Q1: 1,436 shares; 2024Q2: 1,832 shares; 2024Q3: 1,987 shares; 2024Q4: 1,794 shares; 2025Q1: 1,945 shares; 2025Q2: 2,005 shares 2,005 $2.69M 0.07% +60 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; 2023Q3: 8,833 shares; 2023Q4: 8,639 shares; 2024Q1: 9,089 shares; 2024Q2: 8,918 shares; 2024Q3: 8,773 shares; 2024Q4: 8,950 shares; 2025Q1: 8,761 shares; 2025Q2: 8,630 shares 8,630 $2.66M 0.07% -131 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 194,383 shares; 2023Q4: 144,070 shares; 2024Q1: 138,405 shares; 2024Q2: 133,522 shares; 2024Q3: 123,922 shares; 2024Q4: 123,635 shares; 2025Q1: 124,816 shares; 2025Q2: 123,177 shares 123,177 $2.61M 0.07% -1,639 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,184 shares; 2023Q4: 8,270 shares; 2024Q1: 7,438 shares; 2024Q2: 8,564 shares; 2024Q3: 8,399 shares; 2024Q4: 7,967 shares; 2025Q1: 7,921 shares; 2025Q2: 6,694 shares 6,694 $2.6M 0.07% -1,227 Timeline JMUB 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; 2023Q3: 90,829 shares; 2023Q4: 66,086 shares; 2024Q1: 65,316 shares; 2024Q2: 66,031 shares; 2024Q3: 66,759 shares; 2024Q4: 55,720 shares; 2025Q1: 51,966 shares; 2025Q2: 52,345 shares 52,345 $2.6M 0.07% +379 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,878 shares; 2023Q4: 23,924 shares; 2024Q1: 24,544 shares; 2024Q2: 20,288 shares; 2024Q3: 19,740 shares; 2024Q4: 19,427 shares; 2025Q1: 20,367 shares; 2025Q2: 20,819 shares 20,819 $2.58M 0.07% +452 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,573 shares; 2023Q4: 44,451 shares; 2024Q1: 45,578 shares; 2024Q2: 45,785 shares; 2024Q3: 47,009 shares; 2024Q4: 48,605 shares; 2025Q1: 49,934 shares; 2025Q2: 49,055 shares 49,055 $2.57M 0.07% -879 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 90,489 shares; 2023Q4: 83,683 shares; 2024Q1: 32,123 shares; 2024Q2: 31,155 shares; 2024Q3: 28,440 shares; 2024Q4: 27,929 shares; 2025Q1: 26,268 shares; 2025Q2: 28,387 shares 28,387 $2.54M 0.07% +2,119 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; 2023Q3: 163,058 shares; 2023Q4: 165,108 shares; 2024Q1: 170,868 shares; 2024Q2: 172,683 shares; 2024Q3: 175,375 shares; 2024Q4: 180,340 shares; 2025Q1: 25,902 shares; 2025Q2: 24,283 shares 24,283 $2.52M 0.07% -1,619 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,643 shares; 2023Q4: 21,633 shares; 2024Q1: 21,633 shares; 2024Q2: 21,620 shares; 2024Q3: 21,596 shares; 2024Q4: 21,735 shares; 2025Q1: 21,572 shares; 2025Q2: 21,673 shares 21,673 $2.46M 0.06% +101 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,281 shares; 2023Q4: 35,039 shares; 2024Q1: 34,682 shares; 2024Q2: 33,703 shares; 2024Q3: 32,794 shares; 2024Q4: 30,888 shares; 2025Q1: 29,845 shares; 2025Q2: 28,432 shares 28,432 $2.41M 0.06% -1,413 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; 2023Q3: 26,744 shares; 2023Q4: 16,488 shares; 2024Q1: 7,633 shares; 2024Q2: 7,244 shares; 2024Q3: 6,679 shares; 2024Q4: 5,914 shares; 2025Q1: 5,255 shares; 2025Q2: 10,970 shares 10,970 $2.33M 0.06% +5,715 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; 2023Q3: 6,686 shares; 2023Q4: 6,891 shares; 2024Q1: 7,352 shares; 2024Q2: 7,934 shares; 2024Q3: 8,181 shares; 2024Q4: 9,312 shares; 2025Q1: 9,570 shares; 2025Q2: 10,214 shares 10,214 $2.31M 0.06% +644 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49,500 shares; 2025Q1: 49,500 shares; 2025Q2: 49,500 shares 49,500 $2.31M 0.06% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,094 shares; 2023Q4: 15,621 shares; 2024Q1: 15,014 shares; 2024Q2: 13,669 shares; 2024Q3: 16,052 shares; 2024Q4: 16,416 shares; 2025Q1: 16,063 shares; 2025Q2: 16,384 shares 16,384 $2.18M 0.06% +321 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 19,923 shares; 2024Q2: 21,883 shares; 2024Q3: 38,033 shares; 2024Q4: 35,421 shares; 2025Q1: 36,984 shares; 2025Q2: 41,079 shares 41,079 $2.17M 0.06% +4,095 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,307 shares; 2023Q4: 4,956 shares; 2024Q1: 104,450 shares; 2024Q2: 103,195 shares; 2024Q3: 110,877 shares; 2024Q4: 117,412 shares; 2025Q1: 14,706 shares; 2025Q2: 13,572 shares 13,572 $2.16M 0.06% -1,134 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 41,820 shares 41,820 $2.14M 0.06% +41,783 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,330 shares; 2023Q4: 12,435 shares; 2024Q1: 22,894 shares; 2024Q2: 38,117 shares; 2024Q3: 38,176 shares; 2024Q4: 43,484 shares; 2025Q1: 39,785 shares; 2025Q2: 36,315 shares 36,315 $2.13M 0.06% -3,470 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,925 shares; 2023Q4: 22,284 shares; 2024Q1: 21,308 shares; 2024Q2: 21,272 shares; 2024Q3: 22,105 shares; 2024Q4: 21,426 shares; 2025Q1: 21,294 shares; 2025Q2: 26,083 shares 26,083 $2.11M 0.05% +4,789 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; 2023Q3: 58,627 shares; 2023Q4: 58,184 shares; 2024Q1: 53,539 shares; 2024Q2: 48,476 shares; 2024Q3: 50,444 shares; 2024Q4: 50,219 shares; 2025Q1: 44,042 shares; 2025Q2: 44,557 shares 44,557 $2.11M 0.05% +515 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,325 shares; 2023Q4: 23,539 shares; 2024Q1: 24,027 shares; 2024Q2: 23,687 shares; 2024Q3: 27,272 shares; 2024Q4: 28,356 shares; 2025Q1: 15,313 shares; 2025Q2: 14,470 shares 14,470 $2.1M 0.05% -843 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,749 shares; 2025Q2: 43,208 shares 43,208 $2.1M 0.05% -2,541 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70,363 shares 70,363 $2.03M 0.05% new 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; 2023Q3: 14,261 shares; 2023Q4: 14,511 shares; 2024Q1: 14,856 shares; 2024Q2: 15,235 shares; 2024Q3: 14,972 shares; 2024Q4: 16,292 shares; 2025Q1: 14,756 shares; 2025Q2: 14,876 shares 14,876 $2.03M 0.05% +120 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; 2023Q3: 6,491 shares; 2023Q4: 6,465 shares; 2024Q1: 6,463 shares; 2024Q2: 6,574 shares; 2024Q3: 6,655 shares; 2024Q4: 6,701 shares; 2025Q1: 6,676 shares; 2025Q2: 6,773 shares 6,773 $1.98M 0.05% +97 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,000 shares; 2023Q4: 16,000 shares; 2024Q1: 16,000 shares; 2024Q2: 16,311 shares; 2024Q3: 16,311 shares; 2024Q4: 16,311 shares; 2025Q1: 16,311 shares; 2025Q2: 16,311 shares 16,311 $1.94M 0.05% 0 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; 2023Q3: 24,644 shares; 2023Q4: 23,727 shares; 2024Q1: 24,475 shares; 2024Q2: 24,401 shares; 2024Q3: 24,210 shares; 2024Q4: 23,639 shares; 2025Q1: 24,380 shares; 2025Q2: 23,715 shares 23,715 $1.9M 0.05% -665 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,833 shares; 2023Q4: 5,057 shares; 2024Q1: 5,421 shares; 2024Q2: 5,182 shares; 2024Q3: 5,606 shares; 2024Q4: 5,989 shares; 2025Q1: 6,360 shares; 2025Q2: 6,139 shares 6,139 $1.89M 0.05% -221 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,500 shares; 2023Q4: 18,170 shares; 2024Q1: 16,951 shares; 2024Q2: 16,444 shares; 2024Q3: 17,089 shares; 2024Q4: 11,781 shares; 2025Q1: 10,801 shares; 2025Q2: 10,330 shares 10,330 $1.78M 0.05% -471 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; 2023Q3: 5,014 shares; 2023Q4: 4,901 shares; 2024Q1: 4,134 shares; 2024Q2: 4,430 shares; 2024Q3: 3,963 shares; 2024Q4: 4,064 shares; 2025Q1: 3,829 shares; 2025Q2: 3,942 shares 3,942 $1.73M 0.04% +113 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; 2023Q3: 4,436 shares; 2023Q4: 3,832 shares; 2024Q1: 3,667 shares; 2024Q2: 3,650 shares; 2024Q3: 4,019 shares; 2024Q4: 3,610 shares; 2025Q1: 3,592 shares; 2025Q2: 3,198 shares 3,198 $1.71M 0.04% -394 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 62,578 shares; 2023Q4: 60,096 shares; 2024Q1: 40,865 shares; 2024Q2: 36,884 shares; 2024Q3: 35,680 shares; 2024Q4: 28,448 shares; 2025Q1: 20,388 shares; 2025Q2: 18,879 shares 18,879 $1.68M 0.04% -1,509 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; 2023Q3: 6,526 shares; 2023Q4: 6,585 shares; 2024Q1: 6,446 shares; 2024Q2: 6,139 shares; 2024Q3: 6,458 shares; 2024Q4: 6,652 shares; 2025Q1: 6,489 shares; 2025Q2: 5,372 shares 5,372 $1.68M 0.04% -1,117 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,035 shares; 2023Q4: 34,813 shares; 2024Q1: 34,691 shares; 2024Q2: 33,660 shares; 2024Q3: 28,433 shares; 2024Q4: 20,428 shares; 2025Q1: 14,028 shares; 2025Q2: 13,699 shares 13,699 $1.62M 0.04% -329 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,962 shares; 2023Q4: 11,675 shares; 2024Q1: 11,627 shares; 2024Q2: 14,066 shares; 2024Q3: 14,389 shares; 2024Q4: 14,445 shares; 2025Q1: 14,939 shares; 2025Q2: 12,677 shares 12,677 $1.53M 0.04% -2,262 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 53,848 shares; 2023Q4: 54,951 shares; 2024Q1: 56,321 shares; 2024Q2: 56,845 shares; 2024Q3: 54,054 shares; 2024Q4: 36,326 shares; 2025Q1: 32,182 shares; 2025Q2: 32,841 shares 32,841 $1.52M 0.04% +659 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,614 shares; 2023Q4: 9,628 shares; 2024Q1: 9,575 shares; 2024Q2: 10,757 shares; 2024Q3: 11,327 shares; 2024Q4: 10,596 shares; 2025Q1: 10,662 shares; 2025Q2: 10,739 shares 10,739 $1.51M 0.04% +77 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,701 shares; 2023Q4: 25,472 shares; 2024Q1: 25,252 shares; 2024Q2: 28,373 shares; 2024Q3: 29,296 shares; 2024Q4: 23,589 shares; 2025Q1: 23,622 shares; 2025Q2: 25,931 shares 25,931 $1.51M 0.04% +2,309 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,062 shares; 2023Q4: 9,302 shares; 2024Q1: 9,407 shares; 2024Q2: 9,323 shares; 2024Q3: 10,983 shares; 2024Q4: 10,741 shares; 2025Q1: 6,691 shares; 2025Q2: 6,242 shares 6,242 $1.51M 0.04% -449 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,889 shares; 2023Q4: 7,045 shares; 2024Q1: 6,917 shares; 2024Q2: 6,043 shares; 2024Q3: 5,595 shares; 2024Q4: 5,570 shares; 2025Q1: 4,104 shares; 2025Q2: 4,188 shares 4,188 $1.5M 0.04% +84 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,748 shares; 2023Q4: 19,728 shares; 2024Q1: 18,232 shares; 2024Q2: 18,067 shares; 2024Q3: 18,050 shares; 2024Q4: 18,050 shares; 2025Q1: 16,777 shares; 2025Q2: 16,338 shares 16,338 $1.49M 0.04% -439 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; 2023Q3: 5,420 shares; 2023Q4: 5,602 shares; 2024Q1: 5,510 shares; 2024Q2: 5,479 shares; 2024Q3: 5,206 shares; 2024Q4: 5,237 shares; 2025Q1: 5,233 shares; 2025Q2: 5,269 shares 5,269 $1.45M 0.04% +36 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 85,849 shares; 2023Q4: 86,340 shares; 2024Q1: 84,583 shares; 2024Q2: 84,418 shares; 2024Q3: 41,206 shares; 2024Q4: 33,818 shares; 2025Q1: 28,983 shares; 2025Q2: 12,451 shares 12,451 $1.45M 0.04% -16,532 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; 2023Q3: 2,808 shares; 2023Q4: 2,725 shares; 2024Q1: 3,366 shares; 2024Q2: 3,289 shares; 2024Q3: 3,554 shares; 2024Q4: 3,310 shares; 2025Q1: 11,299 shares; 2025Q2: 9,800 shares 9,800 $1.39M 0.04% -1,499 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,208 shares; 2023Q4: 22,927 shares; 2024Q1: 11,815 shares; 2024Q2: 12,111 shares; 2024Q3: 11,108 shares; 2024Q4: 10,288 shares; 2025Q1: 9,955 shares; 2025Q2: 9,132 shares 9,132 $1.39M 0.04% -823 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 63,711 shares; 2023Q4: 56,856 shares; 2024Q1: 42,664 shares; 2024Q2: 41,993 shares; 2024Q3: 45,068 shares; 2024Q4: 45,347 shares; 2025Q1: 33,810 shares; 2025Q2: 33,830 shares 33,830 $1.37M 0.04% +20 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,234 shares; 2023Q4: 5,368 shares; 2024Q1: 6,043 shares; 2024Q2: 7,013 shares; 2024Q3: 5,610 shares; 2024Q4: 5,540 shares; 2025Q1: 5,153 shares; 2025Q2: 5,267 shares 5,267 $1.36M 0.04% +114 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,141 shares; 2023Q4: 12,972 shares; 2024Q1: 12,941 shares; 2024Q2: 12,812 shares; 2024Q3: 12,961 shares; 2024Q4: 12,572 shares; 2025Q1: 12,497 shares; 2025Q2: 14,201 shares 14,201 $1.35M 0.04% +1,704 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,296 shares; 2023Q4: 15,350 shares; 2024Q1: 14,891 shares; 2024Q2: 15,068 shares; 2024Q3: 17,132 shares; 2024Q4: 17,065 shares; 2025Q1: 16,901 shares; 2025Q2: 14,866 shares 14,866 $1.35M 0.04% -2,035 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; 2023Q3: 33,650 shares; 2023Q4: 28,288 shares; 2024Q1: 24,758 shares; 2024Q2: 25,043 shares; 2024Q3: 24,186 shares; 2024Q4: 22,101 shares; 2025Q1: 23,143 shares; 2025Q2: 22,499 shares 22,499 $1.32M 0.03% -644 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,177 shares; 2023Q4: 22,390 shares; 2024Q1: 11,323 shares; 2024Q2: 8,104 shares; 2024Q3: 8,035 shares; 2024Q4: 7,966 shares; 2025Q1: 7,826 shares; 2025Q2: 7,821 shares 7,821 $1.31M 0.03% -5 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,319 shares; 2023Q4: 26,043 shares; 2024Q1: 20,668 shares; 2024Q2: 20,041 shares; 2024Q3: 19,425 shares; 2024Q4: 18,915 shares; 2025Q1: 17,242 shares; 2025Q2: 18,256 shares 18,256 $1.3M 0.03% +1,014 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; 2023Q3: 9,092 shares; 2023Q4: 8,643 shares; 2024Q1: 8,645 shares; 2024Q2: 10,213 shares; 2024Q3: 9,717 shares; 2024Q4: 9,495 shares; 2025Q1: 9,031 shares; 2025Q2: 9,986 shares 9,986 $1.29M 0.03% +955 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 161 shares; 2024Q2: 163 shares; 2024Q3: 165 shares; 2024Q4: 51,700 shares; 2025Q1: 51,700 shares; 2025Q2: 51,700 shares 51,700 $1.28M 0.03% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,446 shares; 2023Q4: 17,446 shares; 2024Q1: 17,446 shares; 2024Q2: 17,446 shares; 2024Q3: 17,446 shares; 2024Q4: 17,446 shares; 2025Q1: 16,767 shares; 2025Q2: 16,767 shares 16,767 $1.26M 0.03% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,710 shares; 2023Q4: 20,710 shares; 2024Q1: 20,710 shares; 2024Q2: 20,710 shares; 2024Q3: 20,680 shares; 2024Q4: 20,680 shares; 2025Q1: 20,580 shares; 2025Q2: 20,580 shares 20,580 $1.25M 0.03% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,397 shares; 2023Q4: 11,309 shares; 2024Q1: 11,844 shares; 2024Q2: 11,574 shares; 2024Q3: 11,179 shares; 2024Q4: 11,113 shares; 2025Q1: 10,846 shares; 2025Q2: 9,826 shares 9,826 $1.21M 0.03% -1,020 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,699 shares; 2023Q4: 30,158 shares; 2024Q1: 28,171 shares; 2024Q2: 28,779 shares; 2024Q3: 27,904 shares; 2024Q4: 19,450 shares; 2025Q1: 16,459 shares; 2025Q2: 17,431 shares 17,431 $1.21M 0.03% +972 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,369 shares; 2023Q4: 12,776 shares; 2024Q1: 12,808 shares; 2024Q2: 12,715 shares; 2024Q3: 13,064 shares; 2024Q4: 13,182 shares; 2025Q1: 13,269 shares; 2025Q2: 15,840 shares 15,840 $1.2M 0.03% +2,571 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,121 shares; 2023Q4: 2,017 shares; 2024Q1: 2,131 shares; 2024Q2: 2,061 shares; 2024Q3: 2,085 shares; 2024Q4: 2,146 shares; 2025Q1: 2,459 shares; 2025Q2: 2,894 shares 2,894 $1.15M 0.03% +435 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 290 shares; 2023Q4: 280 shares; 2024Q1: 276 shares; 2024Q2: 274 shares; 2024Q3: 316 shares; 2024Q4: 314 shares; 2025Q1: 320 shares; 2025Q2: 307 shares 307 $1.14M 0.03% -13 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,062 shares; 2023Q4: 3,667 shares; 2024Q1: 3,695 shares; 2024Q2: 3,725 shares; 2024Q3: 3,832 shares; 2024Q4: 3,806 shares; 2025Q1: 4,126 shares; 2025Q2: 3,935 shares 3,935 $1.14M 0.03% -191 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 97,073 shares; 2023Q4: 83,057 shares; 2024Q1: 59,753 shares; 2024Q2: 58,460 shares; 2024Q3: 50,683 shares; 2024Q4: 53,036 shares; 2025Q1: 36,950 shares; 2025Q2: 36,979 shares 36,979 $1.12M 0.03% +29 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; 2023Q3: 5,271 shares; 2023Q4: 5,152 shares; 2024Q1: 5,005 shares; 2024Q2: 4,913 shares; 2024Q3: 4,874 shares; 2024Q4: 5,337 shares; 2025Q1: 4,836 shares; 2025Q2: 4,600 shares 4,600 $1.09M 0.03% -236 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,038 shares; 2023Q4: 15,606 shares; 2024Q1: 14,955 shares; 2024Q2: 13,546 shares; 2024Q3: 13,001 shares; 2024Q4: 13,088 shares; 2025Q1: 12,417 shares; 2025Q2: 13,072 shares 13,072 $1.07M 0.03% +655 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,750 shares; 2023Q4: 1,667 shares; 2024Q1: 1,608 shares; 2024Q2: 3,213 shares; 2024Q3: 3,344 shares; 2024Q4: 3,350 shares; 2025Q1: 3,396 shares; 2025Q2: 2,034 shares 2,034 $1.03M 0.03% -1,362 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,990 shares; 2023Q4: 11,236 shares; 2024Q1: 12,019 shares; 2024Q2: 11,561 shares; 2024Q3: 11,475 shares; 2024Q4: 10,209 shares; 2025Q1: 11,192 shares; 2025Q2: 11,170 shares 11,170 $1.02M 0.03% -22 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 149,045 shares; 2023Q4: 153,682 shares; 2024Q1: 154,713 shares; 2024Q2: 159,217 shares; 2024Q3: 26,751 shares; 2024Q4: 22,049 shares; 2025Q1: 11,993 shares; 2025Q2: 11,538 shares 11,538 $1.01M 0.03% -455 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,700 shares; 2023Q4: 2,241 shares; 2024Q1: 2,268 shares; 2024Q2: 2,505 shares; 2024Q3: 2,482 shares; 2024Q4: 4,768 shares; 2025Q1: 4,786 shares; 2025Q2: 4,868 shares 4,868 $996K 0.03% +82 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,570 shares; 2023Q4: 7,255 shares; 2024Q1: 10,693 shares; 2024Q2: 9,932 shares; 2024Q3: 10,026 shares; 2024Q4: 10,078 shares; 2025Q1: 13,010 shares; 2025Q2: 11,781 shares 11,781 $977K 0.03% -1,229 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; 2023Q3: 1,552 shares; 2023Q4: 1,634 shares; 2024Q1: 1,674 shares; 2024Q2: 1,979 shares; 2024Q3: 1,814 shares; 2024Q4: 1,869 shares; 2025Q1: 1,510 shares; 2025Q2: 1,365 shares 1,365 $966K 0.03% -145 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,348 shares; 2023Q4: 1,350 shares; 2024Q1: 1,540 shares; 2024Q2: 1,719 shares; 2024Q3: 1,824 shares; 2024Q4: 1,809 shares; 2025Q1: 1,827 shares; 2025Q2: 1,944 shares 1,944 $954K 0.02% +117 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,347 shares; 2023Q4: 1,343 shares; 2024Q1: 1,333 shares; 2024Q2: 1,357 shares; 2024Q3: 1,383 shares; 2024Q4: 1,376 shares; 2025Q1: 1,780 shares; 2025Q2: 1,898 shares 1,898 $953K 0.02% +118 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,386 shares; 2023Q4: 3,333 shares; 2024Q1: 2,594 shares; 2024Q2: 2,750 shares; 2024Q3: 2,322 shares; 2024Q4: 2,019 shares; 2025Q1: 1,647 shares; 2025Q2: 1,668 shares 1,668 $946K 0.02% +21 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 88,483 shares; 2023Q4: 84,598 shares; 2024Q1: 77,841 shares; 2024Q2: 75,771 shares; 2024Q3: 64,989 shares; 2024Q4: 47,562 shares; 2025Q1: 45,378 shares; 2025Q2: 42,045 shares 42,045 $942K 0.02% -3,333 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 994 shares; 2023Q4: 1,068 shares; 2024Q1: 2,399 shares; 2024Q2: 2,473 shares; 2024Q3: 2,661 shares; 2024Q4: 2,457 shares; 2025Q1: 2,679 shares; 2025Q2: 2,901 shares 2,901 $937K 0.02% +222 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,165 shares; 2023Q4: 3,454 shares; 2024Q1: 2,879 shares; 2024Q2: 3,244 shares; 2024Q3: 3,087 shares; 2024Q4: 2,816 shares; 2025Q1: 2,555 shares; 2025Q2: 2,725 shares 2,725 $936K 0.02% +170 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; 2023Q3: 17,016 shares; 2023Q4: 17,167 shares; 2024Q1: 17,120 shares; 2024Q2: 16,816 shares; 2024Q3: 16,219 shares; 2024Q4: 16,066 shares; 2025Q1: 16,316 shares; 2025Q2: 16,252 shares 16,252 $919K 0.02% -64 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,124 shares; 2023Q4: 2,429 shares; 2024Q1: 2,491 shares; 2024Q2: 6,092 shares; 2024Q3: 6,148 shares; 2024Q4: 6,119 shares; 2025Q1: 9,574 shares; 2025Q2: 9,170 shares 9,170 $906K 0.02% -404 Timeline AVUV 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,800 shares; 2025Q1: 1,272 shares; 2025Q2: 9,892 shares 9,892 $901K 0.02% +8,620 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; 2023Q3: 2,647 shares; 2023Q4: 2,888 shares; 2024Q1: 3,666 shares; 2024Q2: 5,641 shares; 2024Q3: 6,290 shares; 2024Q4: 5,743 shares; 2025Q1: 7,243 shares; 2025Q2: 9,647 shares 9,647 $900K 0.02% +2,404 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 530 shares; 2023Q4: 490 shares; 2024Q1: 526 shares; 2024Q2: 520 shares; 2024Q3: 719 shares; 2024Q4: 619 shares; 2025Q1: 548 shares; 2025Q2: 870 shares 870 $895K 0.02% +322 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; 2023Q3: 6,678 shares; 2023Q4: 6,116 shares; 2024Q1: 6,565 shares; 2024Q2: 6,520 shares; 2024Q3: 5,187 shares; 2024Q4: 4,914 shares; 2025Q1: 5,294 shares; 2025Q2: 4,530 shares 4,530 $895K 0.02% -764 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,614 shares; 2023Q4: 4,970 shares; 2024Q1: 6,136 shares; 2024Q2: 6,384 shares; 2024Q3: 6,425 shares; 2024Q4: 7,469 shares; 2025Q1: 7,187 shares; 2025Q2: 8,315 shares 8,315 $893K 0.02% +1,128 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,663 shares; 2023Q4: 11,020 shares; 2024Q1: 8,914 shares; 2024Q2: 9,050 shares; 2024Q3: 8,882 shares; 2024Q4: 8,883 shares; 2025Q1: 8,443 shares; 2025Q2: 8,133 shares 8,133 $883K 0.02% -310 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,443 shares; 2023Q4: 1,423 shares; 2024Q1: 4,245 shares; 2024Q2: 4,207 shares; 2024Q3: 4,140 shares; 2024Q4: 4,105 shares; 2025Q1: 3,635 shares; 2025Q2: 3,684 shares 3,684 $880K 0.02% +49 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,416 shares; 2023Q4: 17,939 shares; 2024Q1: 6,800 shares; 2024Q2: 7,377 shares; 2024Q3: 6,313 shares; 2024Q4: 15,747 shares; 2025Q1: 5,335 shares; 2025Q2: 10,892 shares 10,892 $878K 0.02% +5,557 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,174 shares; 2023Q4: 1,159 shares; 2024Q1: 1,159 shares; 2024Q2: 1,212 shares; 2024Q3: 1,843 shares; 2024Q4: 1,671 shares; 2025Q1: 1,660 shares; 2025Q2: 1,711 shares 1,711 $872K 0.02% +51 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,521 shares; 2023Q4: 14,207 shares; 2024Q1: 13,356 shares; 2024Q2: 12,819 shares; 2024Q3: 12,445 shares; 2024Q4: 9,266 shares; 2025Q1: 8,537 shares; 2025Q2: 12,923 shares 12,923 $869K 0.02% +4,386 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 177 shares; 2023Q4: 199 shares; 2024Q1: 201 shares; 2024Q2: 452 shares; 2024Q3: 478 shares; 2024Q4: 504 shares; 2025Q1: 1,006 shares; 2025Q2: 1,118 shares 1,118 $858K 0.02% +112 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 168,897 shares; 2023Q4: 168,565 shares; 2024Q1: 20,513 shares; 2024Q2: 17,070 shares; 2024Q3: 15,235 shares; 2024Q4: 13,471 shares; 2025Q1: 10,418 shares; 2025Q2: 8,450 shares 8,450 $834K 0.02% -1,968 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,905 shares; 2023Q4: 4,952 shares; 2024Q1: 4,941 shares; 2024Q2: 4,936 shares; 2024Q3: 4,969 shares; 2024Q4: 4,939 shares; 2025Q1: 4,855 shares; 2025Q2: 4,928 shares 4,928 $832K 0.02% +73 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; 2023Q3: 21,052 shares; 2023Q4: 20,519 shares; 2024Q1: 20,165 shares; 2024Q2: 20,760 shares; 2024Q3: 17,396 shares; 2024Q4: 17,116 shares; 2025Q1: 17,466 shares; 2025Q2: 19,232 shares 19,232 $827K 0.02% +1,766 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,545 shares; 2023Q4: 5,528 shares; 2024Q1: 4,283 shares; 2024Q2: 4,268 shares; 2024Q3: 4,268 shares; 2024Q4: 4,267 shares; 2025Q1: 4,271 shares; 2025Q2: 4,286 shares 4,286 $785K 0.02% +15 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,941 shares; 2023Q4: 13,656 shares; 2024Q1: 14,073 shares; 2024Q2: 13,244 shares; 2024Q3: 13,137 shares; 2024Q4: 15,060 shares; 2025Q1: 14,873 shares; 2025Q2: 14,816 shares 14,816 $782K 0.02% -57 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,886 shares; 2023Q4: 6,696 shares; 2024Q1: 6,536 shares; 2024Q2: 6,536 shares; 2024Q3: 6,479 shares; 2024Q4: 9,349 shares; 2025Q1: 9,299 shares; 2025Q2: 9,299 shares 9,299 $779K 0.02% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 93 shares; 2024Q1: 1,756 shares; 2024Q2: 9,725 shares; 2024Q3: 9,763 shares; 2024Q4: 9,766 shares; 2025Q1: 9,983 shares; 2025Q2: 10,060 shares 10,060 $765K 0.02% +77 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,158 shares; 2023Q4: 1,890 shares; 2024Q1: 1,853 shares; 2024Q2: 2,649 shares; 2024Q3: 2,447 shares; 2024Q4: 2,295 shares; 2025Q1: 3,047 shares; 2025Q2: 2,987 shares 2,987 $765K 0.02% -60 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,385 shares; 2023Q4: 3,758 shares; 2024Q1: 4,091 shares; 2024Q2: 3,999 shares; 2024Q3: 3,997 shares; 2024Q4: 3,960 shares; 2025Q1: 4,907 shares; 2025Q2: 4,671 shares 4,671 $760K 0.02% -236 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 89 shares; 2023Q4: 33,014 shares; 2024Q1: 1,374 shares; 2024Q2: 3,987 shares; 2024Q3: 2,411 shares; 2024Q4: 10,302 shares; 2025Q1: 8,561 shares; 2025Q2: 20,132 shares 20,132 $755K 0.02% +11,571 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,233 shares; 2023Q4: 5,821 shares; 2024Q1: 6,779 shares; 2024Q2: 4,956 shares; 2024Q3: 5,306 shares; 2024Q4: 3,615 shares; 2025Q1: 3,621 shares; 2025Q2: 3,577 shares 3,577 $750K 0.02% -44 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 656 shares; 2023Q4: 627 shares; 2024Q1: 4,489 shares; 2024Q2: 5,797 shares; 2024Q3: 7,455 shares; 2024Q4: 10,593 shares; 2025Q1: 13,732 shares; 2025Q2: 14,608 shares 14,608 $745K 0.02% +876 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,715 shares; 2024Q3: 2,773 shares; 2024Q4: 2,805 shares; 2025Q1: 2,816 shares; 2025Q2: 2,821 shares 2,821 $741K 0.02% +5 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,799 shares; 2024Q3: 2,332 shares; 2024Q4: 1,868 shares; 2025Q1: 1,901 shares; 2025Q2: 2,108 shares 2,108 $738K 0.02% +207 Timeline JIVE 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,564 shares 10,564 $732K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,023 shares; 2023Q4: 4,002 shares; 2024Q1: 3,878 shares; 2024Q2: 4,152 shares; 2024Q3: 4,406 shares; 2024Q4: 4,095 shares; 2025Q1: 3,941 shares; 2025Q2: 3,987 shares 3,987 $732K 0.02% +46 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,733 shares; 2023Q4: 11,359 shares; 2024Q1: 10,955 shares; 2024Q2: 11,097 shares; 2024Q3: 11,425 shares; 2024Q4: 11,022 shares; 2025Q1: 10,801 shares; 2025Q2: 10,307 shares 10,307 $726K 0.02% -494 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,454 shares; 2023Q4: 8,200 shares; 2024Q1: 9,262 shares; 2024Q2: 9,462 shares; 2024Q3: 8,487 shares; 2024Q4: 8,687 shares; 2025Q1: 9,049 shares; 2025Q2: 14,433 shares 14,433 $726K 0.02% +5,384 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 16,939 shares; 2024Q1: 45,167 shares; 2024Q2: 49,089 shares; 2024Q3: 47,369 shares; 2024Q4: 52,069 shares; 2025Q1: 50,259 shares; 2025Q2: 51,555 shares 51,555 $724K 0.02% +1,296 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,383 shares; 2023Q4: 4,605 shares; 2024Q1: 6,349 shares; 2024Q2: 4,978 shares; 2024Q3: 4,879 shares; 2024Q4: 5,058 shares; 2025Q1: 4,937 shares; 2025Q2: 7,227 shares 7,227 $719K 0.02% +2,290 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,821 shares; 2023Q4: 17,019 shares; 2024Q1: 12,341 shares; 2024Q2: 12,026 shares; 2024Q3: 12,258 shares; 2024Q4: 12,243 shares; 2025Q1: 8,963 shares; 2025Q2: 8,945 shares 8,945 $718K 0.02% -18 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,355 shares; 2023Q4: 2,388 shares; 2024Q1: 2,366 shares; 2024Q2: 2,922 shares; 2024Q3: 3,266 shares; 2024Q4: 3,551 shares; 2025Q1: 3,850 shares; 2025Q2: 3,771 shares 3,771 $702K 0.02% -79 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,616 shares; 2023Q4: 4,616 shares; 2024Q1: 4,157 shares; 2024Q2: 4,157 shares; 2024Q3: 3,908 shares; 2024Q4: 3,908 shares; 2025Q1: 3,908 shares; 2025Q2: 3,325 shares 3,325 $701K 0.02% -583 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; 2023Q3: 6,862 shares; 2023Q4: 7,388 shares; 2024Q1: 7,779 shares; 2024Q2: 8,412 shares; 2024Q3: 8,182 shares; 2024Q4: 7,839 shares; 2025Q1: 7,189 shares; 2025Q2: 9,363 shares 9,363 $685K 0.02% +2,174 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,641 shares; 2023Q4: 9,069 shares; 2024Q1: 8,472 shares; 2024Q2: 8,472 shares; 2024Q3: 8,501 shares; 2024Q4: 9,317 shares; 2025Q1: 9,586 shares; 2025Q2: 9,414 shares 9,414 $684K 0.02% -172 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,838 shares; 2023Q4: 32,124 shares; 2024Q1: 44,447 shares; 2024Q2: 45,770 shares; 2024Q3: 41,306 shares; 2024Q4: 47,498 shares; 2025Q1: 50,810 shares; 2025Q2: 50,733 shares 50,733 $665K 0.02% -77 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; 2023Q3: 101,682 shares; 2023Q4: 99,339 shares; 2024Q1: 19,529 shares; 2024Q2: 16,674 shares; 2024Q3: 14,311 shares; 2024Q4: 11,003 shares; 2025Q1: 9,891 shares; 2025Q2: 8,488 shares 8,488 $664K 0.02% -1,403 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,726 shares; 2024Q2: 1,744 shares; 2024Q3: 1,825 shares; 2024Q4: 1,833 shares; 2025Q1: 1,992 shares; 2025Q2: 1,970 shares 1,970 $654K 0.02% -22 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,888 shares; 2023Q4: 1,728 shares; 2024Q1: 1,935 shares; 2024Q2: 2,184 shares; 2024Q3: 2,169 shares; 2024Q4: 2,300 shares; 2025Q1: 2,226 shares; 2025Q2: 2,388 shares 2,388 $637K 0.02% +162 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,688 shares; 2023Q4: 7,648 shares; 2024Q1: 7,010 shares; 2024Q2: 7,960 shares; 2024Q3: 8,389 shares; 2024Q4: 7,431 shares; 2025Q1: 7,435 shares; 2025Q2: 6,315 shares 6,315 $637K 0.02% -1,120 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,254 shares; 2023Q4: 4,479 shares; 2024Q1: 4,479 shares; 2024Q2: 4,479 shares; 2024Q3: 19,454 shares; 2024Q4: 19,294 shares; 2025Q1: 19,294 shares; 2025Q2: 19,296 shares 19,296 $633K 0.02% +2 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,978 shares; 2023Q4: 7,504 shares; 2024Q1: 8,150 shares; 2024Q2: 7,751 shares; 2024Q3: 8,323 shares; 2024Q4: 10,481 shares; 2025Q1: 9,145 shares; 2025Q2: 6,800 shares 6,800 $630K 0.02% -2,345 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,562 shares; 2023Q4: 11,422 shares; 2024Q1: 11,419 shares; 2024Q2: 9,739 shares; 2024Q3: 8,924 shares; 2024Q4: 6,902 shares; 2025Q1: 9,415 shares; 2025Q2: 9,129 shares 9,129 $630K 0.02% -286 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,428 shares; 2023Q4: 1,446 shares; 2024Q1: 1,341 shares; 2024Q2: 1,353 shares; 2024Q3: 1,022 shares; 2024Q4: 1,099 shares; 2025Q1: 1,166 shares; 2025Q2: 1,331 shares 1,331 $625K 0.02% +165 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,909 shares; 2023Q4: 24,667 shares; 2024Q1: 24,140 shares; 2024Q2: 24,131 shares; 2024Q3: 24,969 shares; 2024Q4: 11,728 shares; 2025Q1: 11,132 shares; 2025Q2: 11,582 shares 11,582 $625K 0.02% +450 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,558 shares; 2023Q4: 4,203 shares; 2024Q1: 5,390 shares; 2024Q2: 5,831 shares; 2024Q3: 6,485 shares; 2024Q4: 6,444 shares; 2025Q1: 6,395 shares; 2025Q2: 5,407 shares 5,407 $624K 0.02% -988 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,252 shares; 2023Q4: 5,278 shares; 2024Q1: 6,078 shares; 2024Q2: 6,128 shares; 2024Q3: 6,321 shares; 2024Q4: 6,217 shares; 2025Q1: 6,567 shares; 2025Q2: 6,642 shares 6,642 $623K 0.02% +75 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,386 shares; 2023Q4: 17,297 shares; 2024Q1: 17,076 shares; 2024Q2: 16,961 shares; 2024Q3: 17,375 shares; 2024Q4: 17,258 shares; 2025Q1: 18,448 shares; 2025Q2: 18,286 shares 18,286 $618K 0.02% -162 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,468 shares; 2023Q4: 2,548 shares; 2024Q1: 3,106 shares; 2024Q2: 3,204 shares; 2024Q3: 3,216 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,183 shares 3,183 $618K 0.02% +23 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,432 shares; 2023Q4: 3,759 shares; 2024Q1: 3,836 shares; 2024Q2: 4,030 shares; 2024Q3: 4,629 shares; 2024Q4: 23,016 shares; 2025Q1: 21,845 shares; 2025Q2: 23,109 shares 23,109 $602K 0.02% +1,264 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,034 shares; 2024Q4: 3,349 shares; 2025Q1: 3,320 shares; 2025Q2: 3,556 shares 3,556 $600K 0.02% +236 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; 2023Q3: 219 shares; 2023Q4: 208 shares; 2024Q1: 93 shares; 2024Q2: 96 shares; 2024Q3: 97 shares; 2024Q4: 94 shares; 2025Q1: 104 shares; 2025Q2: 103 shares 103 $596K 0.02% -1 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 381,437 shares; 2023Q4: 339,838 shares; 2024Q1: 345,117 shares; 2024Q2: 363,310 shares; 2024Q3: 222,002 shares; 2024Q4: 166,826 shares; 2025Q1: 36,683 shares; 2025Q2: 28,954 shares 28,954 $594K 0.02% -7,729 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 872 shares; 2023Q4: 860 shares; 2024Q1: 779 shares; 2024Q2: 809 shares; 2024Q3: 807 shares; 2024Q4: 573 shares; 2025Q1: 620 shares; 2025Q2: 716 shares 716 $593K 0.02% +96 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,542 shares; 2023Q4: 17,395 shares; 2024Q1: 14,087 shares; 2024Q2: 13,480 shares; 2024Q3: 12,397 shares; 2024Q4: 11,353 shares; 2025Q1: 11,615 shares; 2025Q2: 11,081 shares 11,081 $591K 0.02% -534 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,067 shares; 2023Q4: 5,062 shares; 2024Q1: 4,765 shares; 2024Q2: 4,726 shares; 2024Q3: 4,747 shares; 2024Q4: 4,612 shares; 2025Q1: 3,851 shares; 2025Q2: 3,728 shares 3,728 $588K 0.02% -123 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; 2023Q3: 5,478 shares; 2023Q4: 6,301 shares; 2024Q1: 7,969 shares; 2024Q2: 7,243 shares; 2024Q3: 6,524 shares; 2024Q4: 6,444 shares; 2025Q1: 7,787 shares; 2025Q2: 9,349 shares 9,349 $587K 0.02% +1,562 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,493 shares; 2023Q4: 21,493 shares; 2024Q1: 21,833 shares; 2024Q2: 21,833 shares; 2024Q3: 19,232 shares; 2024Q4: 19,232 shares; 2025Q1: 18,901 shares; 2025Q2: 18,901 shares 18,901 $586K 0.02% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,784 shares; 2023Q4: 5,784 shares; 2024Q1: 5,784 shares; 2024Q2: 5,793 shares; 2024Q3: 5,902 shares; 2024Q4: 5,900 shares; 2025Q1: 5,920 shares; 2025Q2: 6,332 shares 6,332 $578K 0.02% +412 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,925 shares; 2023Q4: 7,817 shares; 2024Q1: 7,770 shares; 2024Q2: 8,430 shares; 2024Q3: 8,787 shares; 2024Q4: 4,544 shares; 2025Q1: 4,079 shares; 2025Q2: 4,243 shares 4,243 $573K 0.01% +164 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,009 shares; 2023Q4: 9,677 shares; 2024Q1: 9,750 shares; 2024Q2: 10,561 shares; 2024Q3: 9,177 shares; 2024Q4: 8,972 shares; 2025Q1: 8,500 shares; 2025Q2: 8,146 shares 8,146 $573K 0.01% -354 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,410 shares; 2023Q4: 1,397 shares; 2024Q1: 1,411 shares; 2024Q2: 1,496 shares; 2024Q3: 1,532 shares; 2024Q4: 1,476 shares; 2025Q1: 1,489 shares; 2025Q2: 1,494 shares 1,494 $573K 0.01% +5 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,685 shares; 2023Q4: 4,415 shares; 2024Q1: 4,299 shares; 2024Q2: 3,883 shares; 2024Q3: 3,935 shares; 2024Q4: 3,344 shares; 2025Q1: 2,498 shares; 2025Q2: 2,491 shares 2,491 $566K 0.01% -7 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,112 shares; 2023Q4: 1,095 shares; 2024Q1: 1,073 shares; 2024Q2: 2,544 shares; 2024Q3: 2,824 shares; 2024Q4: 3,053 shares; 2025Q1: 3,026 shares; 2025Q2: 1,858 shares 1,858 $565K 0.01% -1,168 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,881 shares; 2023Q4: 5,912 shares; 2024Q1: 7,659 shares; 2024Q2: 7,911 shares; 2024Q3: 6,723 shares; 2024Q4: 6,647 shares; 2025Q1: 6,385 shares; 2025Q2: 6,311 shares 6,311 $563K 0.01% -74 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; 2023Q3: 11,343 shares; 2023Q4: 8,136 shares; 2024Q1: 7,393 shares; 2024Q2: 9,538 shares; 2024Q3: 10,318 shares; 2024Q4: 10,499 shares; 2025Q1: 10,785 shares; 2025Q2: 8,264 shares 8,264 $557K 0.01% -2,521 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,590 shares; 2023Q4: 12,536 shares; 2024Q1: 11,591 shares; 2024Q2: 10,998 shares; 2024Q3: 10,702 shares; 2024Q4: 4,521 shares; 2025Q1: 2,813 shares; 2025Q2: 2,868 shares 2,868 $553K 0.01% +55 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,037 shares; 2023Q4: 8,756 shares; 2024Q1: 10,891 shares; 2024Q2: 10,984 shares; 2024Q3: 12,325 shares; 2024Q4: 11,575 shares; 2025Q1: 11,021 shares; 2025Q2: 23,384 shares 23,384 $543K 0.01% +12,363 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 108 shares; 2023Q4: 113 shares; 2024Q1: 94 shares; 2024Q2: 389 shares; 2024Q3: 429 shares; 2024Q4: 883 shares; 2025Q1: 892 shares; 2025Q2: 1,201 shares 1,201 $541K 0.01% +309 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,906 shares; 2023Q4: 19,694 shares; 2024Q1: 7,742 shares; 2024Q2: 7,493 shares; 2024Q3: 7,967 shares; 2024Q4: 5,730 shares; 2025Q1: 5,442 shares; 2025Q2: 7,180 shares 7,180 $535K 0.01% +1,738 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 179 shares; 2023Q4: 179 shares; 2024Q1: 387 shares; 2024Q2: 427 shares; 2024Q3: 424 shares; 2024Q4: 402 shares; 2025Q1: 372 shares; 2025Q2: 350 shares 350 $533K 0.01% -22 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 85,839 shares; 2023Q4: 85,445 shares; 2024Q1: 88,201 shares; 2024Q2: 87,017 shares; 2024Q3: 87,734 shares; 2024Q4: 82,900 shares; 2025Q1: 7,087 shares; 2025Q2: 6,587 shares 6,587 $532K 0.01% -500 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,280 shares; 2023Q4: 3,280 shares; 2024Q1: 3,280 shares; 2024Q2: 22,725 shares; 2024Q3: 20,639 shares; 2024Q4: 15,508 shares; 2025Q1: 15,889 shares; 2025Q2: 13,998 shares 13,998 $526K 0.01% -1,891 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,692 shares; 2023Q4: 30,775 shares; 2024Q1: 39,388 shares; 2024Q2: 38,171 shares; 2024Q3: 41,171 shares; 2024Q4: 32,048 shares; 2025Q1: 23,962 shares; 2025Q2: 22,884 shares 22,884 $526K 0.01% -1,078 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; 2023Q3: 2,061 shares; 2023Q4: 2,069 shares; 2024Q1: 2,068 shares; 2024Q2: 2,389 shares; 2024Q3: 2,359 shares; 2024Q4: 2,418 shares; 2025Q1: 2,288 shares; 2025Q2: 2,408 shares 2,408 $525K 0.01% +120 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,115 shares; 2023Q4: 3,089 shares; 2024Q1: 2,314 shares; 2024Q2: 1,945 shares; 2024Q3: 3,021 shares; 2024Q4: 3,278 shares; 2025Q1: 4,783 shares; 2025Q2: 10,858 shares 10,858 $516K 0.01% +6,075 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,548 shares; 2023Q4: 1,560 shares; 2024Q1: 1,571 shares; 2024Q2: 1,572 shares; 2024Q3: 1,582 shares; 2024Q4: 1,586 shares; 2025Q1: 1,602 shares; 2025Q2: 1,675 shares 1,675 $514K 0.01% +73 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,639 shares; 2023Q4: 1,682 shares; 2024Q1: 3,099 shares; 2024Q2: 3,381 shares; 2024Q3: 3,676 shares; 2024Q4: 3,731 shares; 2025Q1: 3,463 shares; 2025Q2: 3,430 shares 3,430 $513K 0.01% -33 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 76 shares; 2023Q4: 69 shares; 2024Q1: 71 shares; 2024Q2: 714 shares; 2024Q3: 726 shares; 2024Q4: 726 shares; 2025Q1: 725 shares; 2025Q2: 1,248 shares 1,248 $510K 0.01% +523 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,250 shares; 2023Q4: 12,987 shares; 2024Q1: 10,733 shares; 2024Q2: 7,817 shares; 2024Q3: 5,068 shares; 2024Q4: 5,052 shares; 2025Q1: 4,880 shares; 2025Q2: 4,830 shares 4,830 $509K 0.01% -50 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 511 shares; 2023Q4: 504 shares; 2024Q1: 407 shares; 2024Q2: 415 shares; 2024Q3: 394 shares; 2024Q4: 374 shares; 2025Q1: 374 shares; 2025Q2: 5,651 shares 5,651 $509K 0.01% +5,277 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,582 shares; 2023Q4: 24,987 shares; 2024Q1: 24,540 shares; 2024Q2: 25,565 shares; 2024Q3: 16,880 shares; 2024Q4: 16,194 shares; 2025Q1: 14,833 shares; 2025Q2: 14,072 shares 14,072 $502K 0.01% -761 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,099 shares; 2023Q4: 6,186 shares; 2024Q1: 6,585 shares; 2024Q2: 6,592 shares; 2024Q3: 6,784 shares; 2024Q4: 6,800 shares; 2025Q1: 6,765 shares; 2025Q2: 6,304 shares 6,304 $500K 0.01% -461 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 50,674 shares; 2023Q4: 40,096 shares; 2024Q1: 18,942 shares; 2024Q2: 18,499 shares; 2024Q3: 14,659 shares; 2024Q4: 13,168 shares; 2025Q1: 12,642 shares; 2025Q2: 10,969 shares 10,969 $496K 0.01% -1,673 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 93,808 shares; 2023Q4: 92,208 shares; 2024Q1: 93,683 shares; 2024Q2: 92,495 shares; 2024Q3: 92,588 shares; 2024Q4: 93,749 shares; 2025Q1: 12,698 shares; 2025Q2: 12,324 shares 12,324 $496K 0.01% -374 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 136 shares; 2023Q4: 148 shares; 2024Q1: 151 shares; 2024Q2: 163 shares; 2024Q3: 155 shares; 2024Q4: 159 shares; 2025Q1: 159 shares; 2025Q2: 189 shares 189 $495K 0.01% +30 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 45 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 1,605 shares; 2025Q2: 4,375 shares 4,375 $491K 0.01% +2,770 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,653 shares; 2023Q4: 9,706 shares; 2024Q1: 6,508 shares; 2024Q2: 6,514 shares; 2024Q3: 6,519 shares; 2024Q4: 6,525 shares; 2025Q1: 6,332 shares; 2025Q2: 5,579 shares 5,579 $490K 0.01% -753 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,232 shares; 2023Q4: 34,720 shares; 2024Q1: 47,772 shares; 2024Q2: 56,596 shares; 2024Q3: 81,670 shares; 2024Q4: 80,790 shares; 2025Q1: 63,824 shares; 2025Q2: 7,700 shares 7,700 $486K 0.01% -56,124 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 662 shares; 2023Q4: 3,583 shares; 2024Q1: 3,127 shares; 2024Q2: 3,638 shares; 2024Q3: 4,804 shares; 2024Q4: 4,690 shares; 2025Q1: 4,091 shares; 2025Q2: 3,782 shares 3,782 $486K 0.01% -309 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 176 shares; 2023Q4: 560 shares; 2024Q1: 729 shares; 2024Q2: 745 shares; 2024Q3: 687 shares; 2024Q4: 469 shares; 2025Q1: 464 shares; 2025Q2: 541 shares 541 $485K 0.01% +77 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,293 shares; 2023Q4: 2,191 shares; 2024Q1: 2,326 shares; 2024Q2: 2,350 shares; 2024Q3: 1,967 shares; 2024Q4: 1,782 shares; 2025Q1: 2,069 shares; 2025Q2: 1,985 shares 1,985 $483K 0.01% -84 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; 2023Q3: 2,969 shares; 2023Q4: 3,243 shares; 2024Q1: 3,806 shares; 2024Q2: 3,738 shares; 2024Q3: 2,965 shares; 2024Q4: 3,061 shares; 2025Q1: 3,298 shares; 2025Q2: 5,295 shares 5,295 $483K 0.01% +1,997 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,422 shares; 2023Q4: 13,278 shares; 2024Q1: 12,849 shares; 2024Q2: 13,415 shares; 2024Q3: 13,298 shares; 2024Q4: 11,558 shares; 2025Q1: 12,772 shares; 2025Q2: 16,396 shares 16,396 $482K 0.01% +3,624 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 278 shares; 2023Q4: 135 shares; 2024Q1: 1,390 shares; 2024Q2: 1,145 shares; 2024Q3: 1,111 shares; 2024Q4: 438 shares; 2025Q1: 6,678 shares; 2025Q2: 16,418 shares 16,418 $480K 0.01% +9,740 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,807 shares; 2023Q4: 1,506 shares; 2024Q1: 1,436 shares; 2024Q2: 4,278 shares; 2024Q3: 5,458 shares; 2024Q4: 5,874 shares; 2025Q1: 7,049 shares; 2025Q2: 6,860 shares 6,860 $479K 0.01% -189 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,344 shares; 2023Q4: 3,496 shares; 2024Q1: 4,331 shares; 2024Q2: 4,619 shares; 2024Q3: 4,261 shares; 2024Q4: 3,974 shares; 2025Q1: 4,323 shares; 2025Q2: 4,449 shares 4,449 $470K 0.01% +126 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; 2023Q3: 5,222 shares; 2023Q4: 3,970 shares; 2024Q1: 3,929 shares; 2024Q2: 3,905 shares; 2024Q3: 3,443 shares; 2024Q4: 1,856 shares; 2025Q1: 1,980 shares; 2025Q2: 2,146 shares 2,146 $469K 0.01% +166 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; 2023Q3: 4,985 shares; 2023Q4: 4,985 shares; 2024Q1: 4,350 shares; 2024Q2: 3,124 shares; 2024Q3: 2,173 shares; 2024Q4: 2,091 shares; 2025Q1: 4,060 shares; 2025Q2: 3,518 shares 3,518 $468K 0.01% -542 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,622 shares; 2023Q4: 1,434 shares; 2024Q1: 1,468 shares; 2024Q2: 1,600 shares; 2024Q3: 1,584 shares; 2024Q4: 1,470 shares; 2025Q1: 1,904 shares; 2025Q2: 1,726 shares 1,726 $465K 0.01% -178 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,670 shares; 2023Q4: 1,408 shares; 2024Q1: 1,296 shares; 2024Q2: 1,181 shares; 2024Q3: 1,193 shares; 2024Q4: 1,221 shares; 2025Q1: 1,542 shares; 2025Q2: 1,440 shares 1,440 $461K 0.01% -102 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,336 shares; 2023Q4: 14,336 shares; 2024Q1: 14,344 shares; 2024Q2: 14,607 shares; 2024Q3: 14,259 shares; 2024Q4: 14,247 shares; 2025Q1: 14,297 shares; 2025Q2: 15,659 shares 15,659 $460K 0.01% +1,362 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,445 shares; 2023Q4: 9,445 shares; 2024Q1: 9,445 shares; 2024Q2: 9,445 shares; 2024Q3: 9,445 shares; 2024Q4: 9,285 shares; 2025Q1: 9,285 shares; 2025Q2: 9,285 shares 9,285 $458K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 105 shares; 2023Q4: 213 shares; 2024Q1: 199 shares; 2024Q2: 9,716 shares; 2024Q3: 9,951 shares; 2024Q4: 7,746 shares; 2025Q1: 7,631 shares; 2025Q2: 8,127 shares 8,127 $456K 0.01% +496 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,543 shares; 2023Q4: 20,143 shares; 2024Q1: 26,183 shares; 2024Q2: 27,723 shares; 2024Q3: 23,983 shares; 2024Q4: 25,658 shares; 2025Q1: 23,773 shares; 2025Q2: 23,973 shares 23,973 $448K 0.01% +200 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 535 shares; 2024Q1: 546 shares; 2024Q2: 8,142 shares; 2024Q3: 12,754 shares; 2024Q4: 5,916 shares; 2025Q1: 7,132 shares; 2025Q2: 9,856 shares 9,856 $448K 0.01% +2,724 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,663 shares; 2023Q4: 6,277 shares; 2024Q1: 6,145 shares; 2024Q2: 6,210 shares; 2024Q3: 5,840 shares; 2024Q4: 5,903 shares; 2025Q1: 5,739 shares; 2025Q2: 5,990 shares 5,990 $445K 0.01% +251 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,120 shares; 2023Q4: 22,972 shares; 2024Q1: 22,566 shares; 2024Q2: 21,329 shares; 2024Q3: 21,329 shares; 2024Q4: 21,864 shares; 2025Q1: 9,533 shares; 2025Q2: 9,149 shares 9,149 $441K 0.01% -384 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,336 shares; 2023Q4: 5,432 shares; 2024Q1: 5,419 shares; 2024Q2: 5,491 shares; 2024Q3: 5,950 shares; 2024Q4: 6,006 shares; 2025Q1: 6,004 shares; 2025Q2: 5,889 shares 5,889 $436K 0.01% -115 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,513 shares; 2023Q4: 3,166 shares; 2024Q1: 2,301 shares; 2024Q2: 2,269 shares; 2024Q3: 1,711 shares; 2024Q4: 1,742 shares; 2025Q1: 1,673 shares; 2025Q2: 1,544 shares 1,544 $436K 0.01% -129 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; 2023Q3: 536 shares; 2023Q4: 520 shares; 2024Q1: 511 shares; 2024Q2: 546 shares; 2024Q3: 565 shares; 2024Q4: 566 shares; 2025Q1: 554 shares; 2025Q2: 577 shares 577 $435K 0.01% +23 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; 2023Q3: 4,739 shares; 2023Q4: 5,073 shares; 2024Q1: 5,582 shares; 2024Q2: 5,915 shares; 2024Q3: 5,932 shares; 2024Q4: 5,815 shares; 2025Q1: 5,998 shares; 2025Q2: 6,290 shares 6,290 $428K 0.01% +292 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,765 shares; 2023Q4: 18,748 shares; 2024Q1: 20,017 shares; 2024Q2: 24,093 shares; 2024Q3: 24,467 shares; 2024Q4: 25,047 shares; 2025Q1: 24,687 shares; 2025Q2: 20,456 shares 20,456 $428K 0.01% -4,231 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,925 shares; 2023Q4: 2,907 shares; 2024Q1: 2,577 shares; 2024Q2: 2,639 shares; 2024Q3: 2,649 shares; 2024Q4: 2,498 shares; 2025Q1: 2,266 shares; 2025Q2: 2,335 shares 2,335 $423K 0.01% +69 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 251 shares; 2023Q4: 269 shares; 2024Q1: 576 shares; 2024Q2: 653 shares; 2024Q3: 856 shares; 2024Q4: 500 shares; 2025Q1: 516 shares; 2025Q2: 525 shares 525 $421K 0.01% +9 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,615 shares; 2023Q4: 4,063 shares; 2024Q1: 4,315 shares; 2024Q2: 5,262 shares; 2024Q3: 5,773 shares; 2024Q4: 5,783 shares; 2025Q1: 6,505 shares; 2025Q2: 9,225 shares 9,225 $418K 0.01% +2,720 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,854 shares; 2025Q1: 3,938 shares; 2025Q2: 4,048 shares 4,048 $414K 0.01% +110 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,818 shares; 2023Q4: 1,818 shares; 2024Q1: 9,146 shares; 2024Q2: 9,090 shares; 2024Q3: 9,090 shares; 2024Q4: 9,090 shares; 2025Q1: 9,090 shares; 2025Q2: 8,500 shares 8,500 $414K 0.01% -590 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,099 shares; 2023Q4: 1,236 shares; 2024Q1: 1,063 shares; 2024Q2: 1,148 shares; 2024Q3: 1,130 shares; 2024Q4: 1,126 shares; 2025Q1: 1,123 shares; 2025Q2: 1,018 shares 1,018 $412K 0.01% -105 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,480 shares; 2023Q4: 3,360 shares; 2024Q1: 2,908 shares; 2024Q2: 2,548 shares; 2024Q3: 2,488 shares; 2024Q4: 4,143 shares; 2025Q1: 4,513 shares; 2025Q2: 4,461 shares 4,461 $409K 0.01% -52 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,776 shares; 2023Q4: 11,400 shares; 2024Q1: 12,483 shares; 2024Q2: 12,505 shares; 2024Q3: 11,400 shares; 2024Q4: 11,400 shares; 2025Q1: 11,400 shares; 2025Q2: 11,430 shares 11,430 $406K 0.01% +30 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 200 shares; 2023Q4: 780 shares; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 320 shares; 2024Q4: 1,470 shares; 2025Q1: 14,622 shares; 2025Q2: 15,176 shares 15,176 $402K 0.01% +554 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,703 shares; 2023Q4: 3,195 shares; 2024Q1: 3,167 shares; 2024Q2: 2,718 shares; 2024Q3: 2,721 shares; 2024Q4: 2,717 shares; 2025Q1: 2,735 shares; 2025Q2: 2,713 shares 2,713 $402K 0.01% -22 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,613 shares; 2023Q4: 4,606 shares; 2024Q1: 4,354 shares; 2024Q2: 3,604 shares; 2024Q3: 3,545 shares; 2024Q4: 3,822 shares; 2025Q1: 3,993 shares; 2025Q2: 4,290 shares 4,290 $402K 0.01% +297 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,701 shares; 2023Q4: 6,834 shares; 2024Q1: 9,346 shares; 2024Q2: 9,926 shares; 2024Q3: 11,007 shares; 2024Q4: 11,014 shares; 2025Q1: 10,551 shares; 2025Q2: 8,167 shares 8,167 $401K 0.01% -2,384 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,500 shares; 2023Q4: 10,565 shares; 2024Q1: 7,404 shares; 2024Q2: 7,485 shares; 2024Q3: 7,546 shares; 2024Q4: 7,738 shares; 2025Q1: 8,041 shares; 2025Q2: 8,142 shares 8,142 $401K 0.01% +101 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,290 shares; 2023Q4: 1,453 shares; 2024Q1: 811 shares; 2024Q2: 749 shares; 2024Q3: 756 shares; 2024Q4: 1,131 shares; 2025Q1: 1,460 shares; 2025Q2: 2,063 shares 2,063 $400K 0.01% +603 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; 2023Q3: 3,859 shares; 2023Q4: 3,573 shares; 2024Q1: 3,765 shares; 2024Q2: 4,096 shares; 2024Q3: 3,217 shares; 2024Q4: 2,391 shares; 2025Q1: 3,262 shares; 2025Q2: 2,182 shares 2,182 $400K 0.01% -1,080 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 45,297 shares; 2023Q4: 39,757 shares; 2024Q1: 29,426 shares; 2024Q2: 28,670 shares; 2024Q3: 25,143 shares; 2024Q4: 25,443 shares; 2025Q1: 16,442 shares; 2025Q2: 16,265 shares 16,265 $398K 0.01% -177 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,145 shares; 2024Q3: 757 shares; 2024Q4: 742 shares; 2025Q1: 693 shares; 2025Q2: 746 shares 746 $395K 0.01% +53 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,326 shares; 2024Q1: 15,551 shares; 2024Q2: 19,906 shares; 2024Q3: 20,196 shares; 2024Q4: 20,199 shares; 2025Q1: 20,812 shares; 2025Q2: 23,412 shares 23,412 $393K 0.01% +2,600 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,359 shares; 2023Q4: 6,359 shares; 2024Q1: 6,309 shares; 2024Q2: 6,309 shares; 2024Q3: 6,309 shares; 2024Q4: 6,309 shares; 2025Q1: 6,309 shares; 2025Q2: 6,309 shares 6,309 $391K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,531 shares; 2023Q4: 15,023 shares; 2024Q1: 5,320 shares; 2024Q2: 1,645 shares; 2024Q3: 2,685 shares; 2024Q4: 1,517 shares; 2025Q1: 3,499 shares; 2025Q2: 4,154 shares 4,154 $390K 0.01% +655 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,239 shares; 2023Q4: 5,615 shares; 2024Q1: 5,387 shares; 2024Q2: 5,369 shares; 2024Q3: 5,638 shares; 2024Q4: 4,965 shares; 2025Q1: 5,000 shares; 2025Q2: 4,893 shares 4,893 $382K 0.01% -107 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,634 shares; 2023Q4: 4,993 shares; 2024Q1: 11,693 shares; 2024Q2: 4,993 shares; 2024Q3: 5,175 shares; 2024Q4: 5,175 shares; 2025Q1: 5,803 shares; 2025Q2: 9,534 shares 9,534 $382K 0.01% +3,731 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 60 shares; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 250 shares; 2024Q4: 254 shares; 2025Q1: 218 shares; 2025Q2: 1,114 shares 1,114 $375K 0.01% +896 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 322 shares; 2023Q4: 262 shares; 2024Q1: 271 shares; 2024Q2: 318 shares; 2024Q3: 398 shares; 2024Q4: 806 shares; 2025Q1: 780 shares; 2025Q2: 892 shares 892 $375K 0.01% +112 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,090 shares; 2023Q4: 16,483 shares; 2024Q1: 11,493 shares; 2024Q2: 11,305 shares; 2024Q3: 10,376 shares; 2024Q4: 10,165 shares; 2025Q1: 8,767 shares; 2025Q2: 8,750 shares 8,750 $374K 0.01% -17 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,429 shares; 2023Q4: 44,511 shares; 2024Q1: 8,807 shares; 2024Q2: 5,815 shares; 2024Q3: 5,586 shares; 2024Q4: 3,630 shares; 2025Q1: 3,089 shares; 2025Q2: 3,048 shares 3,048 $370K 0.01% -41 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; 2023Q3: 246 shares; 2023Q4: 253 shares; 2024Q1: 449 shares; 2024Q2: 722 shares; 2024Q3: 780 shares; 2024Q4: 1,316 shares; 2025Q1: 1,439 shares; 2025Q2: 1,352 shares 1,352 $360K 0.01% -87 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; 2023Q3: 1,922 shares; 2023Q4: 1,987 shares; 2024Q1: 2,188 shares; 2024Q2: 2,121 shares; 2024Q3: 1,079 shares; 2024Q4: 1,044 shares; 2025Q1: 1,306 shares; 2025Q2: 2,038 shares 2,038 $355K 0.01% +732 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,935 shares; 2023Q4: 9,318 shares; 2024Q1: 9,318 shares; 2024Q2: 9,318 shares; 2024Q3: 9,318 shares; 2024Q4: 9,318 shares; 2025Q1: 8,655 shares; 2025Q2: 8,655 shares 8,655 $355K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,026 shares; 2023Q4: 13,967 shares; 2024Q1: 13,732 shares; 2024Q2: 14,027 shares; 2024Q3: 14,176 shares; 2024Q4: 14,444 shares; 2025Q1: 18,164 shares; 2025Q2: 17,322 shares 17,322 $353K 0.01% -842 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 137 shares; 2023Q4: 196 shares; 2024Q1: 187 shares; 2024Q2: 201 shares; 2024Q3: 700 shares; 2024Q4: 1,043 shares; 2025Q1: 2,004 shares; 2025Q2: 2,207 shares 2,207 $353K 0.01% +203 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 78 shares; 2023Q4: 92 shares; 2024Q1: 92 shares; 2024Q2: 69 shares; 2024Q3: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,575 shares; 2025Q2: 2,583 shares 2,583 $351K 0.01% +8 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; 2023Q3: 765 shares; 2023Q4: 835 shares; 2024Q1: 873 shares; 2024Q2: 802 shares; 2024Q3: 854 shares; 2024Q4: 714 shares; 2025Q1: 841 shares; 2025Q2: 900 shares 900 $350K 0.01% +59 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,167 shares; 2023Q4: 6,587 shares; 2024Q1: 5,881 shares; 2024Q2: 6,181 shares; 2024Q3: 5,164 shares; 2024Q4: 4,938 shares; 2025Q1: 4,841 shares; 2025Q2: 3,442 shares 3,442 $348K 0.01% -1,399 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,313 shares; 2023Q4: 1,890 shares; 2024Q1: 1,548 shares; 2024Q2: 1,544 shares; 2024Q3: 1,510 shares; 2024Q4: 870 shares; 2025Q1: 610 shares; 2025Q2: 693 shares 693 $347K 0.01% +83 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,222 shares; 2023Q4: 4,134 shares; 2024Q1: 3,944 shares; 2024Q2: 3,766 shares; 2024Q3: 3,827 shares; 2024Q4: 3,740 shares; 2025Q1: 2,565 shares; 2025Q2: 2,566 shares 2,566 $345K 0.01% +1 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,727 shares; 2023Q4: 2,922 shares; 2024Q1: 3,450 shares; 2024Q2: 3,263 shares; 2024Q3: 3,226 shares; 2024Q4: 3,174 shares; 2025Q1: 4,490 shares; 2025Q2: 4,223 shares 4,223 $345K 0.01% -267 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,494 shares; 2023Q4: 3,594 shares; 2024Q1: 3,348 shares; 2024Q2: 3,336 shares; 2024Q3: 3,077 shares; 2024Q4: 2,981 shares; 2025Q1: 3,071 shares; 2025Q2: 3,268 shares 3,268 $345K 0.01% +197 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,790 shares; 2023Q4: 19,090 shares; 2024Q1: 21,690 shares; 2024Q2: 22,070 shares; 2024Q3: 23,345 shares; 2024Q4: 21,255 shares; 2025Q1: 18,385 shares; 2025Q2: 17,535 shares 17,535 $345K 0.01% -850 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,850 shares; 2023Q4: 3,315 shares; 2024Q1: 2,813 shares; 2024Q2: 5,717 shares; 2024Q3: 4,823 shares; 2024Q4: 7,859 shares; 2025Q1: 7,019 shares; 2025Q2: 3,211 shares 3,211 $342K 0.01% -3,808 Timeline HYTR NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 2,102 shares; 2024Q1: 18,440 shares; 2024Q2: 25,683 shares; 2024Q3: 28,245 shares; 2024Q4: 34,232 shares; 2025Q1: 34,646 shares; 2025Q2: 15,699 shares 15,699 $341K 0.01% -18,947 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 7,815 shares 7,815 $341K 0.01% +4,270 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 926 shares; 2023Q4: 968 shares; 2024Q1: 972 shares; 2024Q2: 1,023 shares; 2024Q3: 1,025 shares; 2024Q4: 1,135 shares; 2025Q1: 1,222 shares; 2025Q2: 1,301 shares 1,301 $337K 0.01% +79 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,600 shares; 2023Q4: 19,718 shares; 2024Q1: 19,542 shares; 2024Q2: 7,461 shares; 2024Q3: 7,188 shares; 2024Q4: 7,002 shares; 2025Q1: 6,807 shares; 2025Q2: 6,769 shares 6,769 $333K 0.01% -38 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 597 shares; 2023Q4: 608 shares; 2024Q1: 594 shares; 2024Q2: 629 shares; 2024Q3: 623 shares; 2024Q4: 638 shares; 2025Q1: 570 shares; 2025Q2: 597 shares 597 $332K 0.01% +27 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 89 shares; 2023Q4: 85 shares; 2024Q1: 107 shares; 2024Q2: 235 shares; 2024Q3: 1,048 shares; 2024Q4: 1,183 shares; 2025Q1: 1,241 shares; 2025Q2: 1,476 shares 1,476 $329K 0.01% +235 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,682 shares; 2023Q4: 2,619 shares; 2024Q1: 2,467 shares; 2024Q2: 2,510 shares; 2024Q3: 2,603 shares; 2024Q4: 2,548 shares; 2025Q1: 2,620 shares; 2025Q2: 2,748 shares 2,748 $329K 0.01% +128 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,644 shares; 2023Q4: 5,235 shares; 2024Q1: 6,242 shares; 2024Q2: 6,377 shares; 2024Q3: 7,375 shares; 2024Q4: 6,919 shares; 2025Q1: 6,563 shares; 2025Q2: 6,694 shares 6,694 $323K 0.01% +131 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,378 shares; 2023Q4: 3,475 shares; 2024Q1: 3,513 shares; 2024Q2: 2,720 shares; 2024Q3: 2,643 shares; 2024Q4: 2,526 shares; 2025Q1: 2,494 shares; 2025Q2: 2,826 shares 2,826 $322K 0.01% +332 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 780 shares; 2023Q4: 757 shares; 2024Q1: 836 shares; 2024Q2: 850 shares; 2024Q3: 940 shares; 2024Q4: 977 shares; 2025Q1: 923 shares; 2025Q2: 1,149 shares 1,149 $321K 0.01% +226 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,384 shares; 2023Q4: 7,422 shares; 2024Q1: 6,592 shares; 2024Q2: 6,592 shares; 2024Q3: 6,592 shares; 2024Q4: 10,261 shares; 2025Q1: 6,592 shares; 2025Q2: 6,592 shares 6,592 $315K 0.01% 0 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; 2023Q3: 657 shares; 2023Q4: 673 shares; 2024Q1: 638 shares; 2024Q2: 590 shares; 2024Q3: 590 shares; 2024Q4: 570 shares; 2025Q1: 843 shares; 2025Q2: 816 shares 816 $314K 0.01% -27 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,935 shares; 2023Q4: 3,664 shares; 2024Q1: 3,322 shares; 2024Q2: 4,656 shares; 2024Q3: 7,238 shares; 2024Q4: 7,083 shares; 2025Q1: 6,942 shares; 2025Q2: 4,518 shares 4,518 $312K 0.01% -2,424 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,000 shares; 2024Q4: 4,771 shares; 2025Q1: 4,771 shares; 2025Q2: 5,057 shares 5,057 $310K 0.01% +286 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares; 2024Q1: 1,650 shares; 2024Q2: 1,650 shares; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 1,660 shares; 2025Q2: 1,786 shares 1,786 $308K 0.01% +126 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,377 shares; 2023Q4: 24,335 shares; 2024Q1: 23,911 shares; 2024Q2: 17,121 shares; 2024Q3: 17,306 shares; 2024Q4: 10,765 shares; 2025Q1: 9,851 shares; 2025Q2: 9,926 shares 9,926 $305K 0.01% +75 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,223 shares; 2023Q4: 4,193 shares; 2024Q1: 4,822 shares; 2024Q2: 4,940 shares; 2024Q3: 5,868 shares; 2024Q4: 6,658 shares; 2025Q1: 6,639 shares; 2025Q2: 9,022 shares 9,022 $298K 0.01% +2,383 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,544 shares; 2023Q4: 10,544 shares; 2024Q1: 11,418 shares; 2024Q2: 11,062 shares; 2024Q3: 12,363 shares; 2024Q4: 12,339 shares; 2025Q1: 11,978 shares; 2025Q2: 8,688 shares 8,688 $295K 0.01% -3,290 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,078 shares; 2023Q4: 2,193 shares; 2024Q1: 3,230 shares; 2024Q2: 3,230 shares; 2024Q3: 3,234 shares; 2024Q4: 3,239 shares; 2025Q1: 3,181 shares; 2025Q2: 2,331 shares 2,331 $295K 0.01% -850 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 481 shares; 2023Q4: 458 shares; 2024Q1: 557 shares; 2024Q2: 442 shares; 2024Q3: 513 shares; 2024Q4: 621 shares; 2025Q1: 654 shares; 2025Q2: 1,316 shares 1,316 $295K 0.01% +662 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 250 shares; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares 250 $294K 0.01% 0 KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,826 shares; 2023Q4: 1,845 shares; 2024Q1: 1,734 shares; 2024Q2: 1,684 shares; 2024Q3: 1,798 shares; 2024Q4: 1,997 shares; 2025Q1: 1,735 shares; 2025Q2: 1,778 shares 1,778 $291K 0.01% +43 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,105 shares; 2023Q4: 7,862 shares; 2024Q1: 8,054 shares; 2024Q2: 8,120 shares; 2024Q3: 7,655 shares; 2024Q4: 7,560 shares; 2025Q1: 7,596 shares; 2025Q2: 7,448 shares 7,448 $290K 0.01% -148 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; 2023Q3: 1,700 shares; 2023Q4: 1,552 shares; 2024Q1: 1,562 shares; 2024Q2: 1,693 shares; 2024Q3: 1,180 shares; 2024Q4: 1,296 shares; 2025Q1: 1,301 shares; 2025Q2: 1,170 shares 1,170 $289K 0.01% -131 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; 2023Q3: 13,776 shares; 2023Q4: 13,115 shares; 2024Q1: 14,335 shares; 2024Q2: 14,798 shares; 2024Q3: 17,406 shares; 2024Q4: 15,229 shares; 2025Q1: 16,073 shares; 2025Q2: 17,160 shares 17,160 $288K 0.01% +1,087 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32 shares; 2023Q4: 41 shares; 2024Q1: 33 shares; 2024Q2: 37 shares; 2024Q3: 35 shares; 2024Q4: 32 shares; 2025Q1: 49 shares; 2025Q2: 155 shares 155 $283K 0.01% +106 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; 2023Q3: 6,451 shares; 2023Q4: 4,947 shares; 2024Q1: 4,420 shares; 2024Q2: 4,881 shares; 2024Q3: 4,655 shares; 2024Q4: 4,210 shares; 2025Q1: 4,178 shares; 2025Q2: 3,292 shares 3,292 $282K 0.01% -886 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 570 shares; 2023Q4: 574 shares; 2024Q1: 602 shares; 2024Q2: 715 shares; 2024Q3: 826 shares; 2024Q4: 855 shares; 2025Q1: 834 shares; 2025Q2: 909 shares 909 $281K 0.01% +75 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 133 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 3,870 shares 3,870 $281K 0.01% +3,750 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,081 shares; 2023Q4: 5,967 shares; 2024Q1: 5,956 shares; 2024Q2: 5,993 shares; 2024Q3: 7,489 shares; 2024Q4: 4,515 shares; 2025Q1: 2,685 shares; 2025Q2: 3,767 shares 3,767 $280K 0.01% +1,082 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,945 shares; 2023Q4: 7,948 shares; 2024Q1: 6,333 shares; 2024Q2: 6,333 shares; 2024Q3: 6,349 shares; 2024Q4: 6,349 shares; 2025Q1: 6,349 shares; 2025Q2: 6,399 shares 6,399 $279K 0.01% +50 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,289 shares; 2023Q4: 2,289 shares; 2024Q1: 2,289 shares; 2024Q2: 2,289 shares; 2024Q3: 2,374 shares; 2024Q4: 2,374 shares; 2025Q1: 2,289 shares; 2025Q2: 2,289 shares 2,289 $278K 0.01% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,413 shares; 2025Q1: 2,375 shares; 2025Q2: 2,833 shares 2,833 $276K 0.01% +458 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,215 shares; 2023Q4: 9,060 shares; 2024Q1: 8,770 shares; 2024Q2: 7,304 shares; 2024Q3: 6,403 shares; 2024Q4: 6,442 shares; 2025Q1: 5,744 shares; 2025Q2: 5,323 shares 5,323 $276K 0.01% -421 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,955 shares; 2023Q4: 3,955 shares; 2024Q1: 3,955 shares; 2024Q2: 3,014 shares; 2024Q3: 3,014 shares; 2024Q4: 3,014 shares; 2025Q1: 3,014 shares; 2025Q2: 2,044 shares 2,044 $275K 0.01% -970 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 795 shares; 2023Q4: 795 shares; 2024Q1: 798 shares; 2024Q2: 830 shares; 2024Q3: 851 shares; 2024Q4: 910 shares; 2025Q1: 911 shares; 2025Q2: 881 shares 881 $274K 0.01% -30 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 81 shares; 2024Q4: 452 shares; 2025Q1: 453 shares; 2025Q2: 941 shares 941 $274K 0.01% +488 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 628 shares; 2023Q4: 612 shares; 2024Q1: 629 shares; 2024Q2: 627 shares; 2024Q3: 612 shares; 2024Q4: 598 shares; 2025Q1: 598 shares; 2025Q2: 669 shares 669 $273K 0.01% +71 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 921 shares; 2023Q4: 934 shares; 2024Q1: 926 shares; 2024Q2: 940 shares; 2024Q3: 920 shares; 2024Q4: 863 shares; 2025Q1: 901 shares; 2025Q2: 932 shares 932 $272K 0.01% +31 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 35,699 shares; 2023Q4: 36,429 shares; 2024Q1: 45,440 shares; 2024Q2: 45,765 shares; 2024Q3: 45,026 shares; 2024Q4: 23,223 shares; 2025Q1: 23,334 shares; 2025Q2: 23,489 shares 23,489 $269K 0.01% +155 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; 2023Q3: 2,324 shares; 2023Q4: 3,616 shares; 2024Q1: 3,312 shares; 2024Q2: 3,241 shares; 2024Q3: 3,505 shares; 2024Q4: 3,440 shares; 2025Q1: 5,032 shares; 2025Q2: 5,508 shares 5,508 $269K 0.01% +476 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,387 shares; 2023Q4: 5,387 shares; 2024Q1: 5,387 shares; 2024Q2: 5,367 shares; 2024Q3: 5,367 shares; 2024Q4: 5,367 shares; 2025Q1: 5,367 shares; 2025Q2: 5,367 shares 5,367 $266K 0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,070 shares; 2023Q4: 4,167 shares; 2024Q1: 4,141 shares; 2024Q2: 4,147 shares; 2024Q3: 4,171 shares; 2024Q4: 4,160 shares; 2025Q1: 3,639 shares; 2025Q2: 4,031 shares 4,031 $264K 0.01% +392 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; 2023Q3: 581 shares; 2023Q4: 702 shares; 2024Q1: 1,342 shares; 2024Q2: 1,484 shares; 2024Q3: 1,834 shares; 2024Q4: 1,835 shares; 2025Q1: 1,981 shares; 2025Q2: 1,626 shares 1,626 $264K 0.01% -355 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,379 shares; 2023Q4: 3,379 shares; 2024Q1: 3,379 shares; 2024Q2: 3,379 shares; 2024Q3: 3,149 shares; 2024Q4: 3,193 shares; 2025Q1: 3,193 shares; 2025Q2: 3,214 shares 3,214 $262K 0.01% +21 Timeline ACVA ACV AUCTIONS INC More: the full row for ACV AUCTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,443 shares; 2023Q4: 16,443 shares; 2024Q1: 16,721 shares; 2024Q2: 16,796 shares; 2024Q3: 16,735 shares; 2024Q4: 15,909 shares; 2025Q1: 16,099 shares; 2025Q2: 16,013 shares 16,013 $260K 0.01% -86 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,705 shares; 2023Q4: 1,532 shares; 2024Q1: 1,532 shares; 2024Q2: 1,707 shares; 2024Q3: 1,707 shares; 2024Q4: 1,707 shares; 2025Q1: 2,020 shares; 2025Q2: 2,020 shares 2,020 $258K 0.01% 0 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; 2023Q3: 541 shares; 2023Q4: 525 shares; 2024Q1: 519 shares; 2024Q2: 534 shares; 2024Q3: 537 shares; 2024Q4: 522 shares; 2025Q1: 539 shares; 2025Q2: 504 shares 504 $257K 0.01% -35 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,849 shares; 2023Q4: 8,115 shares; 2024Q1: 7,703 shares; 2024Q2: 9,220 shares; 2024Q3: 9,557 shares; 2024Q4: 4,632 shares; 2025Q1: 4,243 shares; 2025Q2: 6,536 shares 6,536 $256K 0.01% +2,293 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,368 shares; 2023Q4: 10,453 shares; 2024Q1: 10,202 shares; 2024Q2: 10,911 shares; 2024Q3: 10,877 shares; 2024Q4: 11,507 shares; 2025Q1: 10,581 shares; 2025Q2: 10,388 shares 10,388 $254K 0.01% -193 TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 32,920 shares; 2023Q4: 34,810 shares; 2024Q1: 1,218 shares; 2024Q2: 3,676 shares; 2024Q3: 6,146 shares; 2024Q4: 4,057 shares; 2025Q1: 3,881 shares; 2025Q2: 4,986 shares 4,986 $253K 0.01% +1,105 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 21,039 shares; 2023Q4: 17,359 shares; 2024Q1: 15,215 shares; 2024Q2: 15,252 shares; 2024Q3: 18,283 shares; 2024Q4: 16,284 shares; 2025Q1: 8,015 shares; 2025Q2: 7,713 shares 7,713 $252K 0.01% -302 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,871 shares; 2023Q4: 2,886 shares; 2024Q1: 4,493 shares; 2024Q2: 4,042 shares; 2024Q3: 4,951 shares; 2024Q4: 4,729 shares; 2025Q1: 4,465 shares; 2025Q2: 6,068 shares 6,068 $250K 0.01% +1,603 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,143 shares; 2023Q4: 10,253 shares; 2024Q1: 10,254 shares; 2024Q2: 14,240 shares; 2024Q3: 7,852 shares; 2024Q4: 8,006 shares; 2025Q1: 8,174 shares; 2025Q2: 4,728 shares 4,728 $249K 0.01% -3,446 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 458 shares; 2023Q4: 516 shares; 2024Q1: 524 shares; 2024Q2: 485 shares; 2024Q3: 484 shares; 2024Q4: 470 shares; 2025Q1: 412 shares; 2025Q2: 419 shares 419 $248K 0.01% +7 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 957 shares; 2023Q4: 799 shares; 2024Q1: 764 shares; 2024Q2: 2,578 shares; 2024Q3: 2,572 shares; 2024Q4: 2,669 shares; 2025Q1: 4,670 shares; 2025Q2: 3,256 shares 3,256 $247K 0.01% -1,414 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,678 shares; 2023Q4: 4,678 shares; 2024Q1: 4,678 shares; 2024Q2: 4,678 shares; 2024Q3: 4,678 shares; 2024Q4: 4,678 shares; 2025Q1: 3,236 shares; 2025Q2: 3,236 shares 3,236 $245K 0.01% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,603 shares; 2023Q4: 2,195 shares; 2024Q1: 2,313 shares; 2024Q2: 2,277 shares; 2024Q3: 2,629 shares; 2024Q4: 3,305 shares; 2025Q1: 3,930 shares; 2025Q2: 4,333 shares 4,333 $244K 0.01% +403 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,489 shares; 2023Q4: 1,471 shares; 2024Q1: 1,471 shares; 2024Q2: 1,460 shares; 2024Q3: 1,450 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,499 shares 1,499 $241K 0.01% +47 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,457 shares; 2023Q4: 17,557 shares; 2024Q1: 18,842 shares; 2024Q2: 19,017 shares; 2024Q3: 16,417 shares; 2024Q4: 16,097 shares; 2025Q1: 11,930 shares; 2025Q2: 11,632 shares 11,632 $241K 0.01% -298 ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,717 shares; 2023Q4: 4,609 shares; 2024Q1: 3,431 shares; 2024Q2: 2,429 shares; 2024Q3: 2,299 shares; 2024Q4: 2,029 shares; 2025Q1: 2,419 shares; 2025Q2: 2,387 shares 2,387 $240K 0.01% -32 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 1,114 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,390 shares; 2025Q1: 4,797 shares; 2025Q2: 5,242 shares 5,242 $238K 0.01% +445 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,160 shares; 2025Q1: 3,469 shares; 2025Q2: 3,458 shares 3,458 $236K 0.01% -11 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 1,410 shares; 2023Q4: 1,410 shares; 2024Q1: 1,410 shares; 2024Q2: 1,336 shares; 2024Q3: 1,336 shares; 2024Q4: 1,336 shares; 2025Q1: 1,336 shares; 2025Q2: 1,435 shares 1,435 $234K 0.01% +99 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,111 shares; 2023Q4: 6,454 shares; 2024Q1: 6,160 shares; 2024Q2: 5,412 shares; 2024Q3: 5,294 shares; 2024Q4: 4,893 shares; 2025Q1: 4,320 shares; 2025Q2: 3,405 shares 3,405 $234K 0.01% -915 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,289 shares; 2023Q4: 2,292 shares; 2024Q1: 2,261 shares; 2024Q2: 2,265 shares; 2024Q3: 2,254 shares; 2024Q4: 2,256 shares; 2025Q1: 2,305 shares; 2025Q2: 2,192 shares 2,192 $233K 0.01% -113 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; 2023Q3: 2,617 shares; 2023Q4: 2,638 shares; 2024Q1: 2,586 shares; 2024Q2: 2,941 shares; 2024Q3: 2,976 shares; 2024Q4: 2,525 shares; 2025Q1: 2,645 shares; 2025Q2: 1,885 shares 1,885 $232K 0.01% -760 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,840 shares; 2023Q4: 3,191 shares; 2024Q1: 3,469 shares; 2024Q2: 4,140 shares; 2024Q3: 4,164 shares; 2024Q4: 4,183 shares; 2025Q1: 2,032 shares; 2025Q2: 2,332 shares 2,332 $231K 0.01% +300 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,982 shares; 2023Q4: 10,329 shares; 2024Q1: 10,432 shares; 2024Q2: 10,933 shares; 2024Q3: 12,282 shares; 2024Q4: 11,970 shares; 2025Q1: 11,060 shares; 2025Q2: 11,235 shares 11,235 $230K 0.01% +175 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 10,335 shares; 2023Q4: 10,696 shares; 2024Q1: 10,312 shares; 2024Q2: 10,509 shares; 2024Q3: 10,978 shares; 2024Q4: 10,645 shares; 2025Q1: 9,540 shares; 2025Q2: 14,808 shares 14,808 $228K 0.01% +5,268 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; 2023Q3: 863 shares; 2023Q4: 926 shares; 2024Q1: 1,214 shares; 2024Q2: 1,215 shares; 2024Q3: 1,344 shares; 2024Q4: 1,321 shares; 2025Q1: 1,291 shares; 2025Q2: 1,346 shares 1,346 $227K 0.01% +55 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,258 shares; 2023Q4: 3,010 shares; 2024Q1: 3,096 shares; 2024Q2: 3,273 shares; 2024Q3: 3,651 shares; 2024Q4: 3,573 shares; 2025Q1: 3,692 shares; 2025Q2: 3,217 shares 3,217 $226K 0.01% -475 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,210 shares; 2023Q4: 4,334 shares; 2024Q1: 3,762 shares; 2024Q2: 4,096 shares; 2024Q3: 4,315 shares; 2024Q4: 4,810 shares; 2025Q1: 5,106 shares; 2025Q2: 5,167 shares 5,167 $224K 0.01% +61 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,639 shares; 2023Q4: 9,839 shares; 2024Q1: 8,079 shares; 2024Q2: 5,980 shares; 2024Q3: 5,765 shares; 2024Q4: 5,594 shares; 2025Q1: 5,416 shares; 2025Q2: 5,416 shares 5,416 $224K 0.01% 0 Timeline IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,262 shares; 2023Q4: 2,262 shares; 2024Q1: 2,262 shares; 2024Q2: 2,262 shares; 2024Q3: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,487 shares; 2025Q2: 2,487 shares 2,487 $220K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 462 shares; 2023Q4: 449 shares; 2024Q1: 471 shares; 2024Q2: 475 shares; 2024Q3: 472 shares; 2024Q4: 646 shares; 2025Q1: 566 shares; 2025Q2: 580 shares 580 $219K 0.01% +14 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 387 shares; 2023Q4: 346 shares; 2024Q1: 333 shares; 2024Q2: 210 shares; 2024Q3: 229 shares; 2024Q4: 233 shares; 2025Q1: 218 shares; 2025Q2: 209 shares 209 $217K 0.01% -9 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 438 shares; 2023Q4: 456 shares; 2024Q1: 438 shares; 2024Q2: 474 shares; 2024Q3: 512 shares; 2024Q4: 544 shares; 2025Q1: 569 shares; 2025Q2: 491 shares 491 $217K 0.01% -78 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39 shares; 2023Q4: 49 shares; 2024Q1: 47 shares; 2024Q2: 43 shares; 2024Q3: 47 shares; 2024Q4: 674 shares; 2025Q1: 738 shares; 2025Q2: 833 shares 833 $216K 0.01% +95 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,482 shares; 2023Q4: 4,517 shares; 2024Q1: 4,418 shares; 2024Q2: 4,418 shares; 2024Q3: 4,418 shares; 2024Q4: 2,838 shares; 2025Q1: 2,838 shares; 2025Q2: 2,838 shares 2,838 $215K 0.01% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,513 shares; 2023Q4: 2,229 shares; 2024Q1: 3,562 shares; 2024Q2: 3,996 shares; 2024Q3: 4,449 shares; 2024Q4: 3,567 shares; 2025Q1: 3,746 shares; 2025Q2: 2,676 shares 2,676 $215K 0.01% -1,070 Timeline