AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,133 shares; 2024Q4: 152,944 shares; 2025Q1: 149,485 shares; 2025Q2: 150,050 shares; 2025Q3: 146,212 shares; 2025Q4: 148,466 shares; 2026Q1: 150,196 shares; 2026Q2: 150,618 shares 150,618 $56.9M 4.39% +422 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104,893 shares; 2024Q4: 108,627 shares; 2025Q1: 114,167 shares; 2025Q2: 115,991 shares; 2025Q3: 114,906 shares; 2025Q4: 116,821 shares; 2026Q1: 132,126 shares; 2026Q2: 135,248 shares 135,248 $50.5M 3.9% +3,122 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,870 shares; 2025Q1: 17,138 shares; 2025Q2: 17,325 shares; 2025Q3: 17,271 shares; 2025Q4: 17,040 shares; 2026Q1: 15,755 shares; 2026Q2: 154,342 shares 154,342 $46.6M 3.6% +138,587 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,699 shares; 2024Q4: 178,247 shares; 2025Q1: 180,143 shares; 2025Q2: 199,740 shares; 2025Q3: 195,407 shares; 2025Q4: 194,642 shares; 2026Q1: 199,436 shares; 2026Q2: 198,607 shares 198,607 $39.7M 3.07% -829 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,948 shares; 2024Q4: 27,141 shares; 2025Q1: 28,602 shares; 2025Q2: 31,079 shares; 2025Q3: 36,220 shares; 2025Q4: 40,544 shares; 2026Q1: 46,212 shares; 2026Q2: 50,233 shares 50,233 $34.5M 2.66% +4,021 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,719 shares; 2024Q4: 136,017 shares; 2025Q1: 125,720 shares; 2025Q2: 103,674 shares; 2025Q3: 99,500 shares; 2025Q4: 108,156 shares; 2026Q1: 102,703 shares; 2026Q2: 103,715 shares 103,715 $30M 2.32% +1,012 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,075 shares; 2024Q4: 10,293 shares; 2025Q1: 12,734 shares; 2025Q2: 14,298 shares; 2025Q3: 15,890 shares; 2025Q4: 15,441 shares; 2026Q1: 14,990 shares; 2026Q2: 14,113 shares 14,113 $28.1M 2.17% -877 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,397 shares; 2024Q4: 34,599 shares; 2025Q1: 34,976 shares; 2025Q2: 35,689 shares; 2025Q3: 44,105 shares; 2025Q4: 42,123 shares; 2026Q1: 40,985 shares; 2026Q2: 38,231 shares 38,231 $27.6M 2.13% -2,754 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,276 shares; 2024Q4: 79,400 shares; 2025Q1: 79,144 shares; 2025Q2: 80,771 shares; 2025Q3: 83,102 shares; 2025Q4: 91,822 shares; 2026Q1: 100,569 shares; 2026Q2: 102,598 shares 102,598 $24.5M 1.89% +2,029 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,286 shares; 2024Q4: 77,983 shares; 2025Q1: 75,787 shares; 2025Q2: 74,257 shares; 2025Q3: 72,479 shares; 2025Q4: 72,277 shares; 2026Q1: 72,515 shares; 2026Q2: 72,550 shares 72,550 $23.7M 1.83% +35 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,867 shares; 2024Q4: 107,774 shares; 2025Q1: 126,764 shares; 2025Q2: 132,562 shares; 2025Q3: 135,643 shares; 2025Q4: 139,811 shares; 2026Q1: 141,088 shares; 2026Q2: 141,961 shares 141,961 $23.5M 1.82% +873 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,888 shares; 2024Q4: 63,709 shares; 2025Q1: 60,863 shares; 2025Q2: 59,954 shares; 2025Q3: 60,519 shares; 2025Q4: 61,469 shares; 2026Q1: 66,047 shares; 2026Q2: 68,477 shares 68,477 $23.5M 1.81% +2,430 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 330,222 shares; 2024Q4: 330,222 shares; 2025Q1: 343,296 shares; 2025Q2: 230,392 shares; 2025Q3: 232,751 shares; 2025Q4: 233,918 shares; 2026Q1: 251,355 shares; 2026Q2: 265,529 shares 265,529 $23.3M 1.8% +14,174 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,787 shares; 2024Q4: 74,737 shares; 2025Q1: 74,922 shares; 2025Q2: 76,757 shares; 2025Q3: 61,747 shares; 2025Q4: 62,094 shares; 2026Q1: 62,021 shares; 2026Q2: 60,051 shares 60,051 $21.5M 1.66% -1,970 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,540 shares; 2024Q4: 48,304 shares; 2025Q1: 47,493 shares; 2025Q2: 48,691 shares; 2025Q3: 45,110 shares; 2025Q4: 44,410 shares; 2026Q1: 43,720 shares; 2026Q2: 41,856 shares 41,856 $20M 1.54% -1,864 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,654 shares; 2024Q4: 113,380 shares; 2025Q1: 123,179 shares; 2025Q2: 127,667 shares; 2025Q3: 133,043 shares; 2025Q4: 121,242 shares; 2026Q1: 144,775 shares; 2026Q2: 114,521 shares 114,521 $18.7M 1.45% -30,254 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76,867 shares; 2025Q1: 114,151 shares; 2025Q2: 117,372 shares; 2025Q3: 124,776 shares; 2025Q4: 128,868 shares; 2026Q1: 132,355 shares; 2026Q2: 135,150 shares 135,150 $18.3M 1.41% +2,795 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,152 shares; 2024Q4: 41,499 shares; 2025Q1: 41,732 shares; 2025Q2: 41,207 shares; 2025Q3: 41,828 shares; 2025Q4: 45,561 shares; 2026Q1: 49,274 shares; 2026Q2: 50,334 shares 50,334 $17.2M 1.32% +1,060 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128,985 shares; 2024Q4: 172,725 shares; 2025Q1: 142,314 shares; 2025Q2: 154,160 shares; 2025Q3: 163,718 shares; 2025Q4: 335,351 shares; 2026Q1: 225,324 shares; 2026Q2: 224,977 shares 224,977 $17.1M 1.32% -347 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,436 shares; 2024Q4: 30,280 shares; 2025Q1: 31,204 shares; 2025Q2: 30,898 shares; 2025Q3: 31,500 shares; 2025Q4: 31,536 shares; 2026Q1: 30,435 shares; 2026Q2: 30,728 shares 30,728 $15.7M 1.21% +293 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,549 shares; 2024Q4: 87,329 shares; 2025Q1: 91,030 shares; 2025Q2: 109,847 shares; 2025Q3: 121,256 shares; 2025Q4: 131,598 shares; 2026Q1: 118,045 shares; 2026Q2: 121,814 shares 121,814 $15.6M 1.2% +3,769 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172,280 shares; 2024Q4: 131,544 shares; 2025Q1: 175,503 shares; 2025Q2: 179,751 shares; 2025Q3: 178,655 shares; 2025Q4: 181,571 shares; 2026Q1: 193,062 shares; 2026Q2: 197,434 shares 197,434 $15.4M 1.19% +4,372 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 401,192 shares; 2024Q4: 234,088 shares; 2025Q1: 451,152 shares; 2025Q2: 370,026 shares; 2025Q3: 365,972 shares; 2025Q4: 556,506 shares; 2026Q1: 612,350 shares; 2026Q2: 627,303 shares 627,303 $15.4M 1.19% +14,953 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,487 shares; 2026Q2: 80,917 shares 80,917 $15.3M 1.18% +1,430 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; 2024Q3: 72,065 shares; 2024Q4: 352,165 shares; 2025Q1: 104,607 shares; 2025Q2: 122,876 shares; 2025Q3: 146,204 shares; 2025Q4: 142,262 shares; 2026Q1: 139,704 shares; 2026Q2: 140,863 shares 140,863 $15M 1.16% +1,159 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,989 shares; 2024Q4: 60,902 shares; 2025Q1: 61,969 shares; 2025Q2: 62,135 shares; 2025Q3: 61,663 shares; 2025Q4: 63,921 shares; 2026Q1: 63,934 shares; 2026Q2: 65,198 shares 65,198 $14.4M 1.11% +1,264 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,569 shares; 2024Q4: 13,432 shares; 2025Q1: 13,389 shares; 2025Q2: 13,093 shares; 2025Q3: 13,120 shares; 2025Q4: 13,847 shares; 2026Q1: 14,900 shares; 2026Q2: 15,041 shares 15,041 $14.1M 1.09% +141 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,253 shares; 2025Q1: 13,201 shares; 2025Q2: 13,207 shares; 2025Q3: 13,291 shares; 2025Q4: 13,253 shares; 2026Q1: 12,877 shares; 2026Q2: 12,863 shares 12,863 $13.7M 1.06% -14 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,879 shares; 2024Q4: 60,609 shares; 2025Q1: 42,128 shares; 2025Q2: 41,858 shares; 2025Q3: 42,268 shares; 2025Q4: 38,080 shares; 2026Q1: 42,351 shares; 2026Q2: 43,073 shares 43,073 $12.6M 0.98% +722 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,732 shares; 2024Q4: 22,749 shares; 2025Q1: 24,426 shares; 2025Q2: 24,758 shares; 2025Q3: 24,370 shares; 2025Q4: 24,594 shares; 2026Q1: 23,960 shares; 2026Q2: 24,732 shares 24,732 $12.6M 0.97% +772 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 45,687 shares; 2025Q1: 38,105 shares; 2025Q2: 33,638 shares; 2025Q3: 32,449 shares; 2025Q4: 30,372 shares; 2026Q1: 29,343 shares; 2026Q2: 28,829 shares 28,829 $12.5M 0.96% -514 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 153,704 shares; 2024Q4: 155,598 shares; 2025Q1: 126,901 shares; 2025Q2: 123,578 shares; 2025Q3: 121,883 shares; 2025Q4: 123,907 shares; 2026Q1: 128,814 shares; 2026Q2: 137,213 shares 137,213 $12.5M 0.96% +8,399 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,779 shares; 2024Q4: 31,018 shares; 2025Q1: 31,495 shares; 2025Q2: 31,491 shares; 2025Q3: 31,623 shares; 2025Q4: 31,972 shares; 2026Q1: 32,203 shares; 2026Q2: 32,361 shares 32,361 $11.7M 0.9% +158 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,818 shares; 2024Q4: 90,735 shares; 2025Q1: 130,567 shares; 2025Q2: 131,351 shares; 2025Q3: 132,652 shares; 2025Q4: 133,843 shares; 2026Q1: 141,928 shares; 2026Q2: 144,589 shares 144,589 $11.4M 0.88% +2,661 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,234 shares; 2024Q4: 49,749 shares; 2025Q1: 52,230 shares; 2025Q2: 52,961 shares; 2025Q3: 52,517 shares; 2025Q4: 53,152 shares; 2026Q1: 58,507 shares; 2026Q2: 59,004 shares 59,004 $10.9M 0.84% +497 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,969 shares; 2024Q4: 14,926 shares; 2025Q1: 14,715 shares; 2025Q2: 10,811 shares; 2025Q3: 11,010 shares; 2025Q4: 11,072 shares; 2026Q1: 11,069 shares; 2026Q2: 10,911 shares 10,911 $10.5M 0.81% -158 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,304 shares; 2024Q4: 40,214 shares; 2025Q1: 40,542 shares; 2025Q2: 40,419 shares; 2025Q3: 40,364 shares; 2025Q4: 52,223 shares; 2026Q1: 65,208 shares; 2026Q2: 69,673 shares 69,673 $10.2M 0.79% +4,465 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,093 shares; 2024Q4: 10,554 shares; 2025Q1: 12,078 shares; 2025Q2: 14,839 shares; 2025Q3: 14,957 shares; 2025Q4: 15,351 shares; 2026Q1: 17,210 shares; 2026Q2: 17,942 shares 17,942 $10.1M 0.78% +732 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,541 shares; 2024Q4: 6,865 shares; 2025Q1: 29,481 shares; 2025Q2: 33,134 shares; 2025Q3: 30,032 shares; 2025Q4: 28,708 shares; 2026Q1: 29,367 shares; 2026Q2: 28,769 shares 28,769 $9.74M 0.75% -598 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,765 shares; 2025Q2: 34,072 shares; 2025Q3: 34,750 shares; 2025Q4: 36,613 shares; 2026Q1: 38,113 shares; 2026Q2: 38,487 shares 38,487 $9.48M 0.73% +374 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,674 shares; 2024Q4: 40,296 shares; 2025Q1: 39,654 shares; 2025Q2: 39,223 shares; 2025Q3: 39,363 shares; 2025Q4: 40,050 shares; 2026Q1: 41,220 shares; 2026Q2: 42,151 shares 42,151 $9.31M 0.72% +931 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,926 shares; 2024Q4: 8,144 shares; 2025Q1: 8,554 shares; 2025Q2: 9,191 shares; 2025Q3: 9,812 shares; 2025Q4: 11,674 shares; 2026Q1: 15,204 shares; 2026Q2: 15,920 shares 15,920 $8.92M 0.69% +716 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,072 shares; 2024Q4: 26,921 shares; 2025Q1: 26,758 shares; 2025Q2: 26,378 shares; 2025Q3: 24,398 shares; 2025Q4: 24,434 shares; 2026Q1: 23,656 shares; 2026Q2: 23,573 shares 23,573 $8.33M 0.64% -83 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,543 shares; 2024Q4: 34,782 shares; 2025Q1: 34,304 shares; 2025Q2: 34,277 shares; 2025Q3: 37,325 shares; 2025Q4: 38,456 shares; 2026Q1: 53,071 shares; 2026Q2: 53,603 shares 53,603 $8.23M 0.64% +532 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,071 shares; 2024Q4: 11,305 shares; 2025Q1: 11,203 shares; 2025Q2: 11,099 shares; 2025Q3: 11,607 shares; 2025Q4: 11,151 shares; 2026Q1: 10,958 shares; 2026Q2: 10,856 shares 10,856 $7.99M 0.62% -102 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,541 shares; 2026Q2: 71,745 shares 71,745 $7.64M 0.59% +14,204 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,308 shares; 2025Q1: 7,194 shares; 2025Q2: 6,947 shares; 2025Q3: 7,854 shares; 2025Q4: 7,712 shares; 2026Q1: 7,548 shares; 2026Q2: 7,474 shares 7,474 $7.56M 0.58% -74 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,331 shares; 2024Q4: 176,939 shares; 2025Q1: 171,008 shares; 2025Q2: 166,475 shares; 2025Q3: 162,740 shares; 2025Q4: 81,606 shares; 2026Q1: 66,851 shares; 2026Q2: 63,968 shares 63,968 $7.51M 0.58% -2,883 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,445 shares; 2024Q4: 22,269 shares; 2025Q1: 34,255 shares; 2025Q2: 53,776 shares; 2025Q3: 54,371 shares; 2025Q4: 54,428 shares; 2026Q1: 54,675 shares; 2026Q2: 54,891 shares 54,891 $7.44M 0.57% +216 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,067 shares; 2026Q1: 141,181 shares; 2026Q2: 178,735 shares 178,735 $7.37M 0.57% +37,554 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,297 shares; 2025Q1: 2,321 shares; 2025Q2: 3,160 shares; 2025Q3: 5,433 shares; 2025Q4: 5,452 shares; 2026Q1: 5,576 shares; 2026Q2: 5,899 shares 5,899 $7.08M 0.55% +323 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,045 shares; 2025Q1: 17,805 shares; 2025Q2: 18,409 shares; 2025Q3: 19,256 shares; 2025Q4: 20,589 shares; 2026Q1: 24,515 shares; 2026Q2: 25,450 shares 25,450 $7.02M 0.54% +935 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,103 shares; 2024Q4: 11,155 shares; 2025Q1: 11,149 shares; 2025Q2: 11,208 shares; 2025Q3: 11,662 shares; 2025Q4: 11,774 shares; 2026Q1: 12,912 shares; 2026Q2: 13,266 shares 13,266 $6.81M 0.53% +354 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,562 shares; 2024Q4: 140,532 shares; 2025Q1: 145,404 shares; 2025Q2: 155,823 shares; 2025Q3: 169,768 shares; 2025Q4: 176,229 shares; 2026Q1: 179,566 shares; 2026Q2: 184,233 shares 184,233 $6.77M 0.52% +4,667 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 59,963 shares; 2025Q1: 57,669 shares; 2025Q2: 57,007 shares; 2025Q3: 59,883 shares; 2025Q4: 60,254 shares; 2026Q1: 59,151 shares; 2026Q2: 58,876 shares 58,876 $6.67M 0.51% -275 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,123 shares; 2024Q4: 20,821 shares; 2025Q1: 22,591 shares; 2025Q2: 22,395 shares; 2025Q3: 21,022 shares; 2025Q4: 10,949 shares; 2026Q1: 11,601 shares; 2026Q2: 11,368 shares 11,368 $6.6M 0.51% -233 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,975 shares; 2025Q1: 31,881 shares; 2025Q2: 31,508 shares; 2025Q3: 30,140 shares; 2025Q4: 28,287 shares; 2026Q1: 25,776 shares; 2026Q2: 24,870 shares 24,870 $6.36M 0.49% -906 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,257 shares; 2025Q2: 65,427 shares; 2025Q3: 65,427 shares; 2025Q4: 298,361 shares; 2026Q1: 182,315 shares; 2026Q2: 199,899 shares 199,899 $6.34M 0.49% +17,584 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,374 shares; 2024Q4: 8,612 shares; 2025Q1: 7,347 shares; 2025Q2: 6,807 shares; 2025Q3: 6,985 shares; 2025Q4: 35,664 shares; 2026Q1: 55,048 shares; 2026Q2: 62,955 shares 62,955 $6.25M 0.48% +7,907 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,147 shares; 2025Q1: 8,229 shares; 2025Q2: 9,141 shares; 2025Q3: 10,425 shares; 2025Q4: 12,000 shares; 2026Q1: 11,331 shares; 2026Q2: 12,337 shares 12,337 $6.17M 0.48% +1,006 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,019 shares; 2024Q4: 18,348 shares; 2025Q1: 19,406 shares; 2025Q2: 28,798 shares; 2025Q3: 30,630 shares; 2025Q4: 31,247 shares; 2026Q1: 32,735 shares; 2026Q2: 32,446 shares 32,446 $5.83M 0.45% -289 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,008 shares; 2024Q4: 3,013 shares; 2025Q1: 3,021 shares; 2025Q2: 3,029 shares; 2025Q3: 2,974 shares; 2025Q4: 2,974 shares; 2026Q1: 3,210 shares; 2026Q2: 3,378 shares 3,378 $5.73M 0.44% +168 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,505 shares; 2024Q4: 9,540 shares; 2025Q1: 9,783 shares; 2025Q2: 10,154 shares; 2025Q3: 10,212 shares; 2025Q4: 10,214 shares; 2026Q1: 10,684 shares; 2026Q2: 11,223 shares 11,223 $5.63M 0.43% +539 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,373 shares; 2024Q4: 67,635 shares; 2025Q1: 69,749 shares; 2025Q2: 74,362 shares; 2025Q3: 82,438 shares; 2025Q4: 87,244 shares; 2026Q1: 94,964 shares; 2026Q2: 98,646 shares 98,646 $5.56M 0.43% +3,682 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,227 shares; 2024Q4: 42,899 shares; 2025Q1: 45,331 shares; 2025Q2: 51,511 shares; 2025Q3: 59,255 shares; 2025Q4: 67,493 shares; 2026Q1: 72,840 shares; 2026Q2: 72,846 shares 72,846 $5.54M 0.43% +6 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,345 shares; 2024Q4: 54,489 shares; 2025Q1: 55,498 shares; 2025Q2: 54,068 shares; 2025Q3: 55,258 shares; 2025Q4: 62,087 shares; 2026Q1: 59,149 shares; 2026Q2: 54,522 shares 54,522 $5.4M 0.42% -4,627 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,555 shares; 2024Q4: 94,506 shares; 2025Q1: 101,187 shares; 2025Q2: 101,818 shares; 2025Q3: 100,936 shares; 2025Q4: 105,736 shares; 2026Q1: 109,989 shares; 2026Q2: 110,493 shares 110,493 $5.25M 0.41% +504 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,235 shares 38,235 $5.23M 0.4% new Timeline SLDE SLIDE INS HLDGS INC More: the full row for SLIDE INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 302,506 shares; 2026Q1: 275,506 shares; 2026Q2: 265,506 shares 265,506 $5.14M 0.4% -10,000 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; 2024Q3: 6,930 shares; 2024Q4: 7,006 shares; 2025Q1: 7,814 shares; 2025Q2: 57,934 shares; 2025Q3: 62,547 shares; 2025Q4: 59,691 shares; 2026Q1: 93,399 shares; 2026Q2: 102,109 shares 102,109 $4.9M 0.38% +8,710 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,220 shares; 2024Q4: 73,851 shares; 2025Q1: 75,514 shares; 2025Q2: 74,787 shares; 2025Q3: 75,372 shares; 2025Q4: 57,255 shares; 2026Q1: 16,185 shares; 2026Q2: 15,817 shares 15,817 $4.71M 0.36% -368 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,316 shares; 2024Q4: 24,486 shares; 2025Q1: 28,322 shares; 2025Q2: 31,249 shares; 2025Q3: 33,687 shares; 2025Q4: 33,469 shares; 2026Q1: 34,695 shares; 2026Q2: 36,411 shares 36,411 $4.61M 0.36% +1,716 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,881 shares; 2024Q4: 22,859 shares; 2025Q1: 18,225 shares; 2025Q2: 18,081 shares; 2025Q3: 17,972 shares; 2025Q4: 18,517 shares; 2026Q1: 22,892 shares; 2026Q2: 25,473 shares 25,473 $4.52M 0.35% +2,581 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,769 shares; 2024Q4: 17,036 shares; 2025Q1: 16,803 shares; 2025Q2: 17,139 shares; 2025Q3: 18,987 shares; 2025Q4: 21,625 shares; 2026Q1: 27,414 shares; 2026Q2: 28,778 shares 28,778 $4.51M 0.35% +1,364 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,804 shares 19,804 $4.43M 0.34% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,694 shares; 2024Q4: 18,678 shares; 2025Q1: 31,103 shares; 2025Q2: 50,879 shares; 2025Q3: 51,709 shares; 2025Q4: 54,403 shares; 2026Q1: 60,562 shares; 2026Q2: 58,394 shares 58,394 $4.42M 0.34% -2,168 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,800 shares 19,800 $4.38M 0.34% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,310 shares; 2024Q4: 62,386 shares; 2025Q1: 63,888 shares; 2025Q2: 66,923 shares; 2025Q3: 70,376 shares; 2025Q4: 74,231 shares; 2026Q1: 74,559 shares; 2026Q2: 76,563 shares 76,563 $4.32M 0.33% +2,004 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,021 shares; 2025Q1: 17,837 shares; 2025Q2: 17,306 shares; 2025Q3: 17,025 shares; 2025Q4: 17,240 shares; 2026Q1: 16,628 shares; 2026Q2: 17,032 shares 17,032 $4.29M 0.33% +404 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,195 shares; 2024Q4: 3,208 shares; 2025Q1: 3,266 shares; 2025Q2: 3,265 shares; 2025Q3: 5,905 shares; 2025Q4: 5,679 shares; 2026Q1: 5,795 shares; 2026Q2: 5,715 shares 5,715 $4.27M 0.33% -80 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; 2024Q3: not reported; 2024Q4: 67,422 shares; 2025Q1: 74,422 shares; 2025Q2: 74,427 shares; 2025Q3: 64,064 shares; 2025Q4: 65,293 shares; 2026Q1: 73,330 shares; 2026Q2: 83,331 shares 83,331 $4.21M 0.33% +10,001 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,083 shares; 2025Q1: 34,379 shares; 2025Q2: 34,381 shares; 2025Q3: 28,839 shares; 2025Q4: 29,014 shares; 2026Q1: 35,185 shares; 2026Q2: 39,090 shares 39,090 $4.21M 0.32% +3,905 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 4,405 shares; 2025Q1: 6,207 shares; 2025Q2: 7,670 shares; 2025Q3: 9,154 shares; 2025Q4: 11,877 shares; 2026Q1: 13,211 shares; 2026Q2: 13,546 shares 13,546 $4.1M 0.32% +335 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,868 shares; 2025Q3: 49,365 shares; 2025Q4: 93,926 shares; 2026Q1: 154,184 shares; 2026Q2: 185,482 shares 185,482 $4.04M 0.31% +31,298 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,451 shares; 2024Q4: 44,790 shares; 2025Q1: 16,618 shares; 2025Q2: 15,533 shares; 2025Q3: 15,299 shares; 2025Q4: 15,404 shares; 2026Q1: 15,028 shares; 2026Q2: 14,967 shares 14,967 $3.8M 0.29% -61 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,803 shares; 2026Q1: 32,021 shares; 2026Q2: 45,601 shares 45,601 $3.75M 0.29% +13,580 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,408 shares; 2024Q4: 43,628 shares; 2025Q1: 41,854 shares; 2025Q2: 44,883 shares; 2025Q3: 48,752 shares; 2025Q4: 51,901 shares; 2026Q1: 50,048 shares; 2026Q2: 49,927 shares 49,927 $3.71M 0.29% -121 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,111 shares; 2024Q4: 5,585 shares; 2025Q1: 9,450 shares; 2025Q2: 13,946 shares; 2025Q3: 17,895 shares; 2025Q4: 22,365 shares; 2026Q1: 25,169 shares; 2026Q2: 24,856 shares 24,856 $3.69M 0.28% -313 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,711 shares; 2024Q4: 50,401 shares; 2025Q1: 52,810 shares; 2025Q2: 52,266 shares; 2025Q3: 83,131 shares; 2025Q4: 85,830 shares; 2026Q1: 85,433 shares; 2026Q2: 86,169 shares 86,169 $3.65M 0.28% +736 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,440 shares; 2024Q4: 63,146 shares; 2025Q1: 66,190 shares; 2025Q2: 65,461 shares; 2025Q3: 64,894 shares; 2025Q4: 67,159 shares; 2026Q1: 75,820 shares; 2026Q2: 109,606 shares 109,606 $3.46M 0.27% +33,786 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,679 shares; 2024Q4: 11,656 shares; 2025Q1: 10,620 shares; 2025Q2: 5,619 shares; 2025Q3: 5,027 shares; 2025Q4: 4,986 shares; 2026Q1: 4,526 shares; 2026Q2: 4,249 shares 4,249 $3.24M 0.25% -277 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,248 shares; 2025Q3: 66,100 shares; 2025Q4: 89,377 shares; 2026Q1: 123,350 shares; 2026Q2: 138,565 shares 138,565 $3.21M 0.25% +15,215 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,348 shares; 2024Q4: 3,348 shares; 2025Q1: 3,478 shares; 2025Q2: 3,398 shares; 2025Q3: 3,399 shares; 2025Q4: 3,399 shares; 2026Q1: 5,711 shares; 2026Q2: 26,657 shares 26,657 $3.19M 0.25% +20,946 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,446 shares; 2024Q4: 28,431 shares; 2025Q1: 28,574 shares; 2025Q2: 28,896 shares; 2025Q3: 30,004 shares; 2025Q4: 24,952 shares; 2026Q1: 20,461 shares; 2026Q2: 24,777 shares 24,777 $3.08M 0.24% +4,316 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,984 shares; 2024Q4: 10,117 shares; 2025Q1: 10,572 shares; 2025Q2: 12,518 shares; 2025Q3: 14,710 shares; 2025Q4: 10,567 shares; 2026Q1: 12,856 shares; 2026Q2: 14,883 shares 14,883 $3.05M 0.24% +2,027 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,821 shares; 2025Q3: 26,556 shares; 2025Q4: 34,271 shares; 2026Q1: 44,756 shares; 2026Q2: 48,195 shares 48,195 $3.02M 0.23% +3,439 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,293 shares; 2024Q4: 8,181 shares; 2025Q1: 8,065 shares; 2025Q2: 7,837 shares; 2025Q3: 8,511 shares; 2025Q4: 8,679 shares; 2026Q1: 10,070 shares; 2026Q2: 11,273 shares 11,273 $2.94M 0.23% +1,203 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 194,651 shares; 2024Q4: 191,742 shares; 2025Q1: 183,739 shares; 2025Q2: 197,826 shares; 2025Q3: 208,528 shares; 2025Q4: 218,866 shares; 2026Q1: 211,706 shares; 2026Q2: 210,588 shares 210,588 $2.91M 0.22% -1,118 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,383 shares; 2024Q4: 23,363 shares; 2025Q1: 22,924 shares; 2025Q2: 22,517 shares; 2025Q3: 22,646 shares; 2025Q4: 9,877 shares; 2026Q1: 7,795 shares; 2026Q2: 8,140 shares 8,140 $2.87M 0.22% +345 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,118 shares; 2024Q4: 24,249 shares; 2025Q1: 26,386 shares; 2025Q2: 22,917 shares; 2025Q3: 24,021 shares; 2025Q4: 19,811 shares; 2026Q1: 30,298 shares; 2026Q2: 38,531 shares 38,531 $2.77M 0.21% +8,233 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,129 shares; 2024Q4: 84,533 shares; 2025Q1: 87,076 shares; 2025Q2: 101,062 shares; 2025Q3: 118,568 shares; 2025Q4: 127,369 shares; 2026Q1: 138,551 shares; 2026Q2: 142,819 shares 142,819 $2.65M 0.2% +4,268 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,536 shares; 2025Q1: 14,200 shares; 2025Q2: 13,082 shares; 2025Q3: 14,382 shares; 2025Q4: 13,827 shares; 2026Q1: 13,259 shares; 2026Q2: 13,124 shares 13,124 $2.59M 0.2% -135 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 38,167 shares; 2025Q1: 35,500 shares; 2025Q2: 35,500 shares; 2025Q3: 35,500 shares; 2025Q4: 20,500 shares; 2026Q1: 20,500 shares; 2026Q2: 20,500 shares 20,500 $2.51M 0.19% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,983 shares; 2025Q3: 40,571 shares; 2025Q4: 53,893 shares; 2026Q1: 79,515 shares; 2026Q2: 96,458 shares 96,458 $2.44M 0.19% +16,943 Timeline SHYM 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; 2024Q3: 119,437 shares; 2024Q4: 114,135 shares; 2025Q1: 111,222 shares; 2025Q2: 112,742 shares; 2025Q3: 105,599 shares; 2025Q4: 106,073 shares; 2026Q1: 106,134 shares; 2026Q2: 106,231 shares 106,231 $2.38M 0.18% +97 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,915 shares; 2025Q1: 14,059 shares; 2025Q2: 14,059 shares; 2025Q3: 14,061 shares; 2025Q4: 14,143 shares; 2026Q1: 14,215 shares; 2026Q2: 14,617 shares 14,617 $2.34M 0.18% +402 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,746 shares; 2024Q4: 99,590 shares; 2025Q1: 97,104 shares; 2025Q2: 98,520 shares; 2025Q3: 89,003 shares; 2025Q4: 66,607 shares; 2026Q1: 88,465 shares; 2026Q2: 88,576 shares 88,576 $2.25M 0.17% +111 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,871 shares; 2025Q3: 34,118 shares; 2025Q4: 48,078 shares; 2026Q1: 72,465 shares; 2026Q2: 86,208 shares 86,208 $2.09M 0.16% +13,743 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,638 shares; 2024Q4: 1,619 shares; 2025Q1: 1,564 shares; 2025Q2: 1,504 shares; 2025Q3: 1,479 shares; 2025Q4: 1,467 shares; 2026Q1: 1,440 shares; 2026Q2: 1,454 shares 1,454 $2.01M 0.16% +14 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,744 shares; 2024Q4: 85,136 shares; 2025Q1: 84,614 shares; 2025Q2: 85,623 shares; 2025Q3: 84,986 shares; 2025Q4: 97,600 shares; 2026Q1: 98,116 shares; 2026Q2: 100,168 shares 100,168 $1.92M 0.15% +2,052 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,997 shares; 2025Q4: 37,861 shares; 2026Q1: 70,298 shares; 2026Q2: 89,580 shares 89,580 $1.87M 0.14% +19,282 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,772 shares; 2024Q4: 5,017 shares; 2025Q1: 5,145 shares; 2025Q2: 5,101 shares; 2025Q3: 5,121 shares; 2025Q4: 4,847 shares; 2026Q1: 4,793 shares; 2026Q2: 5,039 shares 5,039 $1.86M 0.14% +246 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,970 shares; 2025Q1: 8,690 shares; 2025Q2: 8,296 shares; 2025Q3: 7,941 shares; 2025Q4: 7,314 shares; 2026Q1: 7,225 shares; 2026Q2: 6,528 shares 6,528 $1.77M 0.14% -697 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,949 shares; 2025Q1: 9,359 shares; 2025Q2: 8,209 shares; 2025Q3: 8,433 shares; 2025Q4: 8,589 shares; 2026Q1: 8,451 shares; 2026Q2: 8,360 shares 8,360 $1.75M 0.13% -91 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 724 shares; 2026Q1: 958 shares; 2026Q2: 1,505 shares 1,505 $1.74M 0.13% +547 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,075 shares; 2024Q4: 7,367 shares; 2025Q1: 8,020 shares; 2025Q2: 8,104 shares; 2025Q3: 8,053 shares; 2025Q4: 8,614 shares; 2026Q1: 8,449 shares; 2026Q2: 8,393 shares 8,393 $1.64M 0.13% -56 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,260 shares; 2024Q4: 13,260 shares; 2025Q1: 9,796 shares; 2025Q2: 9,796 shares; 2025Q3: 9,796 shares; 2025Q4: 9,819 shares; 2026Q1: 9,819 shares; 2026Q2: 9,796 shares 9,796 $1.61M 0.12% -23 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,636 shares; 2024Q4: 114,998 shares; 2025Q1: 158,253 shares; 2025Q2: 24,755 shares; 2025Q3: 10,078 shares; 2025Q4: 11,401 shares; 2026Q1: 12,436 shares; 2026Q2: 11,468 shares 11,468 $1.58M 0.12% -968 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,877 shares; 2026Q2: 4,049 shares 4,049 $1.51M 0.12% +1,172 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.12% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,747 shares; 2024Q4: 21,382 shares; 2025Q1: 15,682 shares; 2025Q2: 11,275 shares; 2025Q3: 11,378 shares; 2025Q4: 9,842 shares; 2026Q1: 8,482 shares; 2026Q2: 8,701 shares 8,701 $1.47M 0.11% +219 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,777 shares; 2025Q1: 7,560 shares; 2025Q2: 7,157 shares; 2025Q3: 6,970 shares; 2025Q4: 6,742 shares; 2026Q1: 6,768 shares; 2026Q2: 7,689 shares 7,689 $1.46M 0.11% +921 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,457 shares; 2024Q4: 7,461 shares; 2025Q1: 6,506 shares; 2025Q2: 6,505 shares; 2025Q3: 6,500 shares; 2025Q4: 6,516 shares; 2026Q1: 6,510 shares; 2026Q2: 6,494 shares 6,494 $1.43M 0.11% -16 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,053 shares; 2025Q1: 4,112 shares; 2025Q2: 4,011 shares; 2025Q3: 4,017 shares; 2025Q4: 4,022 shares; 2026Q1: 3,995 shares; 2026Q2: 4,354 shares 4,354 $1.36M 0.11% +359 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,922 shares; 2024Q4: 4,854 shares; 2025Q1: 4,484 shares; 2025Q2: 4,564 shares; 2025Q3: 4,530 shares; 2025Q4: 4,867 shares; 2026Q1: 4,808 shares; 2026Q2: 4,734 shares 4,734 $1.36M 0.11% -74 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,968 shares; 2025Q1: 1,884 shares; 2025Q2: 1,848 shares; 2025Q3: 1,800 shares; 2025Q4: 1,769 shares; 2026Q1: 1,799 shares; 2026Q2: 1,786 shares 1,786 $1.35M 0.1% -13 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,140 shares; 2025Q1: 5,042 shares; 2025Q2: 5,001 shares; 2025Q3: 5,035 shares; 2025Q4: 5,420 shares; 2026Q1: 5,424 shares; 2026Q2: 5,992 shares 5,992 $1.34M 0.1% +568 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,184 shares; 2024Q4: 48,673 shares; 2025Q1: 50,311 shares; 2025Q2: 56,278 shares; 2025Q3: 63,890 shares; 2025Q4: 67,288 shares; 2026Q1: 69,534 shares; 2026Q2: 70,284 shares 70,284 $1.34M 0.1% +750 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,284 shares; 2026Q1: 7,807 shares; 2026Q2: 9,828 shares 9,828 $1.28M 0.1% +2,021 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,041 shares; 2025Q1: 3,020 shares; 2025Q2: 2,998 shares; 2025Q3: 2,505 shares; 2025Q4: 3,144 shares; 2026Q1: 3,308 shares; 2026Q2: 3,398 shares 3,398 $1.27M 0.1% +90 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,644 shares; 2024Q4: 39,297 shares; 2025Q1: 28,144 shares; 2025Q2: 23,948 shares; 2025Q3: 23,823 shares; 2025Q4: 25,216 shares; 2026Q1: 23,226 shares; 2026Q2: 24,926 shares 24,926 $1.26M 0.1% +1,700 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,023 shares; 2026Q2: 11,368 shares 11,368 $1.24M 0.1% +2,345 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,318 shares; 2025Q1: 6,288 shares; 2025Q2: 6,295 shares; 2025Q3: 5,897 shares; 2025Q4: 6,436 shares; 2026Q1: 6,643 shares; 2026Q2: 6,821 shares 6,821 $1.23M 0.1% +178 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares; 2025Q3: 1,979 shares; 2025Q4: 2,097 shares; 2026Q1: 2,611 shares; 2026Q2: 2,743 shares 2,743 $1.22M 0.09% +132 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; 2024Q3: not reported; 2024Q4: 1,787 shares; 2025Q1: 1,787 shares; 2025Q2: 1,811 shares; 2025Q3: 1,811 shares; 2025Q4: 1,817 shares; 2026Q1: 1,821 shares; 2026Q2: 1,824 shares 1,824 $1.2M 0.09% +3 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 274,617 shares; 2025Q1: 274,617 shares; 2025Q2: 199,501 shares; 2025Q3: 189,256 shares; 2025Q4: 179,588 shares; 2026Q1: 198,656 shares; 2026Q2: 198,656 shares 198,656 $1.17M 0.09% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846 shares; 2024Q4: 1,800 shares; 2025Q1: 1,802 shares; 2025Q2: 1,804 shares; 2025Q3: 1,802 shares; 2025Q4: 1,798 shares; 2026Q1: 1,799 shares; 2026Q2: 1,797 shares 1,797 $1.15M 0.09% -2 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,644 shares; 2025Q4: 4,798 shares; 2026Q1: 4,798 shares; 2026Q2: 3,837 shares 3,837 $1.14M 0.09% -961 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025 shares; 2024Q4: 1,025 shares; 2025Q1: 1,023 shares; 2025Q2: 1,037 shares; 2025Q3: 2,278 shares; 2025Q4: 2,273 shares; 2026Q1: 2,270 shares; 2026Q2: 9,079 shares 9,079 $1.13M 0.09% +6,809 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,919 shares; 2025Q1: 20,716 shares; 2025Q2: 20,361 shares; 2025Q3: 20,061 shares; 2025Q4: 20,285 shares; 2026Q1: 19,743 shares; 2026Q2: 19,773 shares 19,773 $1.13M 0.09% +30 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,439 shares; 2025Q1: 6,411 shares; 2025Q2: 6,073 shares; 2025Q3: 6,205 shares; 2025Q4: 6,940 shares; 2026Q1: 7,190 shares; 2026Q2: 7,164 shares 7,164 $1.09M 0.08% -26 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,339 shares; 2025Q1: 4,073 shares; 2025Q2: 3,897 shares; 2025Q3: 3,832 shares; 2025Q4: 3,860 shares; 2026Q1: 3,881 shares; 2026Q2: 3,939 shares 3,939 $1.07M 0.08% +58 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 1,087 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,276 shares; 2025Q4: 1,276 shares; 2026Q1: 1,275 shares; 2026Q2: 1,405 shares 1,405 $1.05M 0.08% +130 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,118 shares; 2024Q4: 17,959 shares; 2025Q1: 18,192 shares; 2025Q2: 2,699 shares; 2025Q3: 3,255 shares; 2025Q4: 2,484 shares; 2026Q1: 2,440 shares; 2026Q2: 2,519 shares 2,519 $1.05M 0.08% +79 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,406 shares; 2025Q1: 12,406 shares; 2025Q2: 11,762 shares; 2025Q3: 12,680 shares; 2025Q4: 11,794 shares; 2026Q1: 11,720 shares; 2026Q2: 11,720 shares 11,720 $1.02M 0.08% 0 Timeline PNQI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22,460 shares; 2025Q1: 22,460 shares; 2025Q2: 22,464 shares; 2025Q3: 22,464 shares; 2025Q4: 22,464 shares; 2026Q1: 22,011 shares; 2026Q2: 22,011 shares 22,011 $1M 0.08% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,316 shares; 2024Q4: 6,316 shares; 2025Q1: 6,335 shares; 2025Q2: 6,335 shares; 2025Q3: 6,332 shares; 2025Q4: 6,266 shares; 2026Q1: 6,266 shares; 2026Q2: 6,165 shares 6,165 $974K 0.08% -101 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,425 shares; 2025Q1: 4,770 shares; 2025Q2: 4,833 shares; 2025Q3: 4,544 shares; 2025Q4: 4,577 shares; 2026Q1: 4,465 shares; 2026Q2: 4,272 shares 4,272 $952K 0.07% -193 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,516 shares; 2024Q4: 4,462 shares; 2025Q1: 4,561 shares; 2025Q2: 4,869 shares; 2025Q3: 2,022 shares; 2025Q4: 2,028 shares; 2026Q1: 1,947 shares; 2026Q2: 1,793 shares 1,793 $938K 0.07% -154 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: 1,582 shares; 2025Q2: 1,952 shares; 2025Q3: 2,036 shares; 2025Q4: 2,091 shares; 2026Q1: 2,042 shares; 2026Q2: 2,163 shares 2,163 $910K 0.07% +121 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,970 shares; 2025Q1: 3,984 shares; 2025Q2: 3,927 shares; 2025Q3: 4,347 shares; 2025Q4: 4,470 shares; 2026Q1: 4,051 shares; 2026Q2: 4,128 shares 4,128 $894K 0.07% +77 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,310 shares; 2025Q4: 42,896 shares; 2026Q1: 41,282 shares; 2026Q2: 36,803 shares 36,803 $892K 0.07% -4,479 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,355 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,372 shares; 2025Q4: 1,703 shares; 2026Q1: 1,375 shares; 2026Q2: 1,375 shares 1,375 $872K 0.07% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 143,651 shares; 2024Q4: 139,535 shares; 2025Q1: 132,728 shares; 2025Q2: 33,667 shares; 2025Q3: 26,336 shares; 2025Q4: 22,321 shares; 2026Q1: 21,865 shares; 2026Q2: 19,968 shares 19,968 $869K 0.07% -1,897 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,384 shares; 2025Q1: 3,204 shares; 2025Q2: 3,016 shares; 2025Q3: 2,978 shares; 2025Q4: 3,160 shares; 2026Q1: 3,077 shares; 2026Q2: 3,120 shares 3,120 $843K 0.07% +43 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,966 shares 8,966 $831K 0.06% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,411 shares; 2025Q1: 1,294 shares; 2025Q2: 4,377 shares; 2025Q3: 4,278 shares; 2025Q4: 4,266 shares; 2026Q1: 4,185 shares; 2026Q2: 4,050 shares 4,050 $813K 0.06% -135 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,259 shares; 2024Q4: 7,259 shares; 2025Q1: 7,259 shares; 2025Q2: 7,259 shares; 2025Q3: 7,259 shares; 2025Q4: 7,259 shares; 2026Q1: 7,259 shares; 2026Q2: 7,259 shares 7,259 $801K 0.06% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,903 shares; 2024Q4: 10,645 shares; 2025Q1: 10,489 shares; 2025Q2: 10,489 shares; 2025Q3: 10,291 shares; 2025Q4: 10,291 shares; 2026Q1: 10,796 shares; 2026Q2: 10,369 shares 10,369 $800K 0.06% -427 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,439 shares; 2025Q1: 6,869 shares; 2025Q2: 7,389 shares; 2025Q3: 8,143 shares; 2025Q4: 8,955 shares; 2026Q1: 7,578 shares; 2026Q2: 6,791 shares 6,791 $792K 0.06% -787 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,799 shares; 2025Q1: 2,559 shares; 2025Q2: 2,416 shares; 2025Q3: 2,226 shares; 2025Q4: 2,065 shares; 2026Q1: 1,939 shares; 2026Q2: 1,983 shares 1,983 $788K 0.06% +44 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,719 shares; 2024Q4: 8,612 shares; 2025Q1: 9,014 shares; 2025Q2: 11,250 shares; 2025Q3: 10,616 shares; 2025Q4: 10,451 shares; 2026Q1: 11,329 shares; 2026Q2: 11,509 shares 11,509 $787K 0.06% +180 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,255 shares; 2025Q1: 4,426 shares; 2025Q2: 4,374 shares; 2025Q3: 4,706 shares; 2025Q4: 4,414 shares; 2026Q1: 5,293 shares; 2026Q2: 5,258 shares 5,258 $771K 0.06% -35 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,091 shares; 2025Q4: 5,592 shares; 2026Q1: 5,529 shares; 2026Q2: 5,488 shares 5,488 $766K 0.06% -41 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,775 shares; 2025Q1: 2,751 shares; 2025Q2: 2,662 shares; 2025Q3: 2,571 shares; 2025Q4: 2,835 shares; 2026Q1: 2,483 shares; 2026Q2: 2,724 shares 2,724 $766K 0.06% +241 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,756 shares 1,756 $758K 0.06% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,755 shares; 2025Q1: 5,932 shares; 2025Q2: 5,421 shares; 2025Q3: 4,663 shares; 2025Q4: 4,379 shares; 2026Q1: 4,257 shares; 2026Q2: 4,389 shares 4,389 $746K 0.06% +132 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 632 shares; 2025Q1: 690 shares; 2025Q2: 654 shares; 2025Q3: 2,849 shares; 2025Q4: 1,471 shares; 2026Q1: 1,443 shares; 2026Q2: 1,429 shares 1,429 $742K 0.06% -14 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,714 shares; 2024Q4: 4,252 shares; 2025Q1: 4,220 shares; 2025Q2: 3,977 shares; 2025Q3: 3,977 shares; 2025Q4: 4,228 shares; 2026Q1: 4,201 shares; 2026Q2: 3,938 shares 3,938 $741K 0.06% -263 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,150 shares; 2025Q1: 1,144 shares; 2025Q2: 1,110 shares; 2025Q3: 1,023 shares; 2025Q4: 9,269 shares; 2026Q1: 9,823 shares; 2026Q2: 10,223 shares 10,223 $730K 0.06% +400 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; 2024Q3: not reported; 2024Q4: 2,926 shares; 2025Q1: 2,929 shares; 2025Q2: 2,935 shares; 2025Q3: 2,797 shares; 2025Q4: 3,514 shares; 2026Q1: 3,670 shares; 2026Q2: 3,425 shares 3,425 $729K 0.06% -245 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,210 shares; 2025Q1: 6,133 shares; 2025Q2: 5,446 shares; 2025Q3: 5,118 shares; 2025Q4: 5,518 shares; 2026Q1: 5,361 shares; 2026Q2: 5,164 shares 5,164 $723K 0.06% -197 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,647 shares; 2025Q4: 1,663 shares; 2026Q1: 1,495 shares; 2026Q2: 1,485 shares 1,485 $719K 0.06% -10 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,833 shares; 2025Q1: 7,567 shares; 2025Q2: 7,341 shares; 2025Q3: 7,090 shares; 2025Q4: 6,550 shares; 2026Q1: 6,087 shares; 2026Q2: 7,504 shares 7,504 $718K 0.06% +1,417 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,800 shares; 2026Q2: 12,500 shares 12,500 $713K 0.06% +4,700 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 646 shares; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 704 shares; 2025Q4: 644 shares; 2026Q1: 608 shares; 2026Q2: 603 shares 603 $708K 0.05% -5 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,386 shares; 2025Q1: 3,525 shares; 2025Q2: 3,565 shares; 2025Q3: 3,566 shares; 2025Q4: 3,237 shares; 2026Q1: 4,334 shares; 2026Q2: 3,858 shares 3,858 $680K 0.05% -476 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,415 shares; 2024Q4: 94,805 shares; 2025Q1: 92,533 shares; 2025Q2: 97,637 shares; 2025Q3: 46,480 shares; 2025Q4: 38,965 shares; 2026Q1: 32,997 shares; 2026Q2: 32,762 shares 32,762 $678K 0.05% -235 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,332 shares; 2025Q1: 5,074 shares; 2025Q2: 7,302 shares; 2025Q3: 7,694 shares; 2025Q4: 8,525 shares; 2026Q1: 7,895 shares; 2026Q2: 8,136 shares 8,136 $672K 0.05% +241 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,619 shares; 2025Q1: 2,625 shares; 2025Q2: 2,694 shares; 2025Q3: 2,701 shares; 2025Q4: 2,581 shares; 2026Q1: 2,082 shares; 2026Q2: 2,102 shares 2,102 $667K 0.05% +20 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,676 shares; 2025Q1: 4,612 shares; 2025Q2: 4,567 shares; 2025Q3: 4,666 shares; 2025Q4: 4,574 shares; 2026Q1: 4,531 shares; 2026Q2: 4,606 shares 4,606 $659K 0.05% +75 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,071 shares; 2025Q1: 1,899 shares; 2025Q2: 1,666 shares; 2025Q3: 1,720 shares; 2025Q4: 3,394 shares; 2026Q1: 2,352 shares; 2026Q2: 1,856 shares 1,856 $657K 0.05% -496 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,543 shares; 2025Q1: 7,202 shares; 2025Q2: 6,804 shares; 2025Q3: 7,678 shares; 2025Q4: 6,349 shares; 2026Q1: 6,176 shares; 2026Q2: 6,316 shares 6,316 $657K 0.05% +140 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; 2024Q3: 3,254 shares; 2024Q4: 3,253 shares; 2025Q1: 7,925 shares; 2025Q2: 7,925 shares; 2025Q3: 7,903 shares; 2025Q4: 7,903 shares; 2026Q1: 7,903 shares; 2026Q2: 7,903 shares 7,903 $653K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,104 shares; 2025Q1: 1,105 shares; 2025Q2: 1,274 shares; 2025Q3: 1,412 shares; 2025Q4: 1,341 shares; 2026Q1: 1,410 shares; 2026Q2: 2,063 shares 2,063 $650K 0.05% +653 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,568 shares; 2026Q1: 9,493 shares; 2026Q2: 10,375 shares 10,375 $624K 0.05% +882 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,778 shares; 2026Q1: 693 shares; 2026Q2: 271 shares 271 $616K 0.05% -422 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,097 shares; 2025Q2: 1,091 shares; 2025Q3: 1,056 shares; 2025Q4: 1,067 shares; 2026Q1: 1,327 shares; 2026Q2: 1,429 shares 1,429 $609K 0.05% +102 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,294 shares; 2025Q2: 1,615 shares; 2025Q3: 1,606 shares; 2025Q4: 1,128 shares; 2026Q1: 1,354 shares; 2026Q2: 1,436 shares 1,436 $596K 0.05% +82 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,476 shares; 2026Q1: 21,011 shares; 2026Q2: 23,603 shares 23,603 $595K 0.05% +2,592 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,667 shares; 2025Q1: 4,667 shares; 2025Q2: 4,231 shares; 2025Q3: 4,339 shares; 2025Q4: 4,344 shares; 2026Q1: 6,753 shares; 2026Q2: 6,644 shares 6,644 $594K 0.05% -109 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,059 shares; 2025Q1: 8,063 shares; 2025Q2: 8,066 shares; 2025Q3: 7,905 shares; 2025Q4: 8,380 shares; 2026Q1: 8,206 shares; 2026Q2: 8,220 shares 8,220 $591K 0.05% +14 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,052 shares; 2024Q4: 14,053 shares; 2025Q1: 21,326 shares; 2025Q2: 20,467 shares; 2025Q3: 16,468 shares; 2025Q4: 16,469 shares; 2026Q1: 7,525 shares; 2026Q2: 7,526 shares 7,526 $586K 0.05% +1 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,186 shares; 2025Q1: 6,092 shares; 2025Q2: 6,599 shares; 2025Q3: 5,696 shares; 2025Q4: 5,173 shares; 2026Q1: 5,057 shares; 2026Q2: 4,550 shares 4,550 $585K 0.05% -507 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 859 shares; 2025Q1: 843 shares; 2025Q2: 759 shares; 2025Q3: 1,498 shares; 2025Q4: 1,510 shares; 2026Q1: 1,522 shares; 2026Q2: 1,538 shares 1,538 $570K 0.04% +16 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,711 shares; 2025Q1: 7,311 shares; 2025Q2: 6,961 shares; 2025Q3: 8,996 shares; 2025Q4: 9,701 shares; 2026Q1: 7,680 shares; 2026Q2: 7,961 shares 7,961 $544K 0.04% +281 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,594 shares; 2025Q1: 1,662 shares; 2025Q2: 1,524 shares; 2025Q3: 2,031 shares; 2025Q4: 3,936 shares; 2026Q1: 2,629 shares; 2026Q2: 1,575 shares 1,575 $537K 0.04% -1,054 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,524 shares; 2025Q4: 1,941 shares; 2026Q1: 1,965 shares; 2026Q2: 1,559 shares 1,559 $519K 0.04% -406 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 980 shares; 2024Q4: 979 shares; 2025Q1: 1,128 shares; 2025Q2: 1,086 shares; 2025Q3: 1,002 shares; 2025Q4: 1,137 shares; 2026Q1: 1,003 shares; 2026Q2: 6,018 shares 6,018 $518K 0.04% +5,015 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,825 shares; 2024Q4: 7,303 shares; 2025Q1: 7,342 shares; 2025Q2: 7,379 shares; 2025Q3: 7,160 shares; 2025Q4: 7,929 shares; 2026Q1: 8,433 shares; 2026Q2: 7,783 shares 7,783 $517K 0.04% -650 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,391 shares; 2025Q1: 5,232 shares; 2025Q2: 4,661 shares; 2025Q3: 4,665 shares; 2025Q4: 4,618 shares; 2026Q1: 4,541 shares; 2026Q2: 4,377 shares 4,377 $513K 0.04% -164 Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,769 shares; 2026Q2: 3,581 shares 3,581 $511K 0.04% -2,188 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,286 shares; 2024Q4: 1,285 shares; 2025Q1: 1,286 shares; 2025Q2: 1,286 shares; 2025Q3: 1,286 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares; 2026Q2: 1,286 shares 1,286 $510K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 920 shares; 2024Q4: 999 shares; 2025Q1: 1,147 shares; 2025Q2: 1,147 shares; 2025Q3: 1,007 shares; 2025Q4: 1,495 shares; 2026Q1: 1,496 shares; 2026Q2: 6,300 shares 6,300 $508K 0.04% +4,804 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,176 shares; 2024Q4: 4,603 shares; 2025Q1: 4,981 shares; 2025Q2: 4,885 shares; 2025Q3: 4,274 shares; 2025Q4: 4,690 shares; 2026Q1: 4,540 shares; 2026Q2: 4,484 shares 4,484 $494K 0.04% -56 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 11,621 shares; 2025Q2: 11,636 shares; 2025Q3: 11,772 shares; 2025Q4: 11,444 shares; 2026Q1: 11,497 shares; 2026Q2: 11,542 shares 11,542 $493K 0.04% +45 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,171 shares; 2025Q1: 3,321 shares; 2025Q2: 3,462 shares; 2025Q3: 3,333 shares; 2025Q4: 3,864 shares; 2026Q1: 3,565 shares; 2026Q2: 3,563 shares 3,563 $487K 0.04% -2 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,433 shares; 2025Q1: 2,520 shares; 2025Q2: 2,513 shares; 2025Q3: 2,522 shares; 2025Q4: 2,622 shares; 2026Q1: 2,412 shares; 2026Q2: 2,552 shares 2,552 $486K 0.04% +140 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,202 shares; 2025Q1: 1,080 shares; 2025Q2: 1,057 shares; 2025Q3: 942 shares; 2025Q4: 1,093 shares; 2026Q1: 1,195 shares; 2026Q2: 1,221 shares 1,221 $481K 0.04% +26 Timeline GRAL GRAIL INC More: the full row for GRAIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,018 shares; 2025Q3: 6,068 shares; 2025Q4: 7,005 shares; 2026Q1: 8,005 shares; 2026Q2: 7,005 shares 7,005 $478K 0.04% -1,000 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,063 shares; 2024Q4: 1,963 shares; 2025Q1: 1,963 shares; 2025Q2: 1,963 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares; 2026Q2: 1,996 shares 1,996 $472K 0.04% +100 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,322 shares; 2024Q4: 7,706 shares; 2025Q1: not reported; 2025Q2: 4,518 shares; 2025Q3: 9,073 shares; 2025Q4: 9,245 shares; 2026Q1: 5,471 shares; 2026Q2: 5,413 shares 5,413 $471K 0.04% -58 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,227 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,623 shares 7,623 $469K 0.04% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,001 shares; 2024Q4: 1,001 shares; 2025Q1: 1,036 shares; 2025Q2: 1,036 shares; 2025Q3: 1,530 shares; 2025Q4: 1,803 shares; 2026Q1: 1,232 shares; 2026Q2: 1,271 shares 1,271 $468K 0.04% +39 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,618 shares; 2024Q4: 3,566 shares; 2025Q1: 3,928 shares; 2025Q2: 32,738 shares; 2025Q3: 33,238 shares; 2025Q4: 21,946 shares; 2026Q1: 1,827 shares; 2026Q2: 1,640 shares 1,640 $461K 0.04% -187 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,401 shares; 2024Q4: 27,639 shares; 2025Q1: 27,276 shares; 2025Q2: 7,875 shares; 2025Q3: 7,584 shares; 2025Q4: 7,921 shares; 2026Q1: 7,220 shares; 2026Q2: 7,099 shares 7,099 $440K 0.03% -121 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,385 shares; 2025Q1: 1,337 shares; 2025Q2: 1,275 shares; 2025Q3: 1,271 shares; 2025Q4: 1,271 shares; 2026Q1: 1,277 shares; 2026Q2: 1,172 shares 1,172 $438K 0.03% -105 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,771 shares; 2024Q4: 2,689 shares; 2025Q1: 2,601 shares; 2025Q2: 2,755 shares; 2025Q3: 3,441 shares; 2025Q4: 2,747 shares; 2026Q1: 1,162 shares; 2026Q2: 1,316 shares 1,316 $436K 0.03% +154 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares; 2026Q2: 4,160 shares 4,160 $432K 0.03% -37 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,858 shares; 2026Q2: 3,418 shares 3,418 $432K 0.03% +1,560 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 121 shares; 2025Q1: 117 shares; 2025Q2: 119 shares; 2025Q3: 131 shares; 2025Q4: 115 shares; 2026Q1: 107 shares; 2026Q2: 2,419 shares 2,419 $431K 0.03% +2,312 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 1,027 shares; 2025Q4: 728 shares; 2026Q1: 655 shares; 2026Q2: 851 shares 851 $418K 0.03% +196 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,761 shares; 2025Q1: 10,772 shares; 2025Q2: 10,772 shares; 2025Q3: 10,772 shares; 2025Q4: 10,772 shares; 2026Q1: 10,776 shares; 2026Q2: 10,776 shares 10,776 $412K 0.03% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,870 shares; 2025Q1: 6,260 shares; 2025Q2: 5,827 shares; 2025Q3: 4,781 shares; 2025Q4: 5,664 shares; 2026Q1: 4,456 shares; 2026Q2: 5,060 shares 5,060 $411K 0.03% +604 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,147 shares; 2026Q2: 10,313 shares 10,313 $407K 0.03% -2,834 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,654 shares; 2024Q4: 4,654 shares; 2025Q1: 4,645 shares; 2025Q2: 3,888 shares; 2025Q3: 3,888 shares; 2025Q4: 4,924 shares; 2026Q1: 4,268 shares; 2026Q2: 4,760 shares 4,760 $407K 0.03% +492 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,670 shares; 2025Q1: 3,569 shares; 2025Q2: 3,569 shares; 2025Q3: 3,569 shares; 2025Q4: 3,630 shares; 2026Q1: 3,563 shares; 2026Q2: 3,563 shares 3,563 $404K 0.03% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31,692 shares; 2025Q1: 31,514 shares; 2025Q2: 27,896 shares; 2025Q3: 21,465 shares; 2025Q4: 19,777 shares; 2026Q1: 17,309 shares; 2026Q2: 16,740 shares 16,740 $403K 0.03% -569 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares; 2026Q2: 7,000 shares 7,000 $393K 0.03% +3,500 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 627 shares; 2026Q1: 642 shares; 2026Q2: 693 shares 693 $390K 0.03% +51 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; 2024Q3: not reported; 2024Q4: 4,461 shares; 2025Q1: 4,588 shares; 2025Q2: 4,606 shares; 2025Q3: 4,624 shares; 2025Q4: 4,848 shares; 2026Q1: 4,691 shares; 2026Q2: 4,793 shares 4,793 $389K 0.03% +102 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,945 shares; 2025Q4: 2,942 shares; 2026Q1: 3,065 shares; 2026Q2: 3,465 shares 3,465 $385K 0.03% +400 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,693 shares; 2024Q4: 113,900 shares; 2025Q1: 13,249 shares; 2025Q2: 9,331 shares; 2025Q3: 9,615 shares; 2025Q4: 7,511 shares; 2026Q1: 7,199 shares; 2026Q2: 6,683 shares 6,683 $385K 0.03% -516 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,532 shares; 2026Q1: 29,912 shares; 2026Q2: 26,738 shares 26,738 $385K 0.03% -3,174 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,335 shares; 2025Q1: 1,338 shares; 2025Q2: 1,234 shares; 2025Q3: 1,154 shares; 2025Q4: 1,273 shares; 2026Q1: 1,419 shares; 2026Q2: 1,530 shares 1,530 $380K 0.03% +111 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,617 shares; 2025Q1: 7,313 shares; 2025Q2: 6,928 shares; 2025Q3: 6,927 shares; 2025Q4: 7,879 shares; 2026Q1: 6,992 shares; 2026Q2: 6,998 shares 6,998 $379K 0.03% +6 Timeline SPT SPROUT SOCIAL INC More: the full row for SPROUT SOCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 50,202 shares 50,202 $379K 0.03% new Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,303 shares; 2026Q2: 3,348 shares 3,348 $376K 0.03% -955 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,628 shares; 2025Q1: 1,751 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,620 shares; 2026Q1: 3,247 shares; 2026Q2: 3,419 shares 3,419 $375K 0.03% +172 Timeline VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 79,227 shares; 2026Q1: 40,157 shares; 2026Q2: 25,486 shares 25,486 $370K 0.03% -14,671 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,068 shares; 2026Q2: 6,916 shares 6,916 $362K 0.03% +848 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,055 shares; 2025Q2: 1,080 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares; 2026Q2: 1,056 shares 1,056 $362K 0.03% 0 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,433 shares; 2025Q4: 32,663 shares; 2026Q1: 24,975 shares; 2026Q2: 21,157 shares 21,157 $356K 0.03% -3,818 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 899 shares; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 882 shares; 2025Q4: 1,917 shares; 2026Q1: 1,817 shares; 2026Q2: 1,867 shares 1,867 $356K 0.03% +50 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,571 shares; 2026Q1: 4,205 shares; 2026Q2: 3,681 shares 3,681 $354K 0.03% -524 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,707 shares; 2026Q1: 4,707 shares; 2026Q2: 4,707 shares 4,707 $353K 0.03% 0 Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,737 shares; 2025Q4: 1,759 shares; 2026Q1: 1,819 shares; 2026Q2: 1,665 shares 1,665 $352K 0.03% -154 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,478 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 3,478 shares; 2026Q1: 3,478 shares; 2026Q2: 3,516 shares 3,516 $352K 0.03% +38 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,615 shares; 2026Q2: 5,610 shares 5,610 $351K 0.03% +995 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares; 2025Q3: 5,483 shares; 2025Q4: 5,476 shares; 2026Q1: 4,533 shares; 2026Q2: 4,538 shares 4,538 $347K 0.03% +5 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,001 shares; 2025Q1: 3,962 shares; 2025Q2: 3,821 shares; 2025Q3: 3,412 shares; 2025Q4: 4,861 shares; 2026Q1: 3,565 shares; 2026Q2: 3,593 shares 3,593 $346K 0.03% +28 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 103,393 shares; 2026Q1: 22,689 shares; 2026Q2: 22,390 shares 22,390 $343K 0.03% -299 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,567 shares; 2026Q2: 2,140 shares 2,140 $342K 0.03% -427 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,027 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,491 shares 2,491 $340K 0.03% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,485 shares; 2025Q4: 2,459 shares; 2026Q1: 2,436 shares; 2026Q2: 1,118 shares 1,118 $338K 0.03% -1,318 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,357 shares; 2025Q4: 31,357 shares; 2026Q1: 27,626 shares; 2026Q2: 12,268 shares 12,268 $334K 0.03% -15,358 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,609 shares; 2024Q4: 1,608 shares; 2025Q1: 1,609 shares; 2025Q2: 1,639 shares; 2025Q3: 1,521 shares; 2025Q4: 1,522 shares; 2026Q1: 1,522 shares; 2026Q2: 1,520 shares 1,520 $331K 0.03% -2 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,268 shares; 2024Q4: 15,268 shares; 2025Q1: 15,268 shares; 2025Q2: 15,268 shares; 2025Q3: 15,268 shares; 2025Q4: 15,268 shares; 2026Q1: 15,268 shares; 2026Q2: 14,833 shares 14,833 $330K 0.03% -435 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,439 shares; 2024Q4: 1,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,438 shares; 2026Q2: 1,484 shares 1,484 $328K 0.03% +46 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,392 shares; 2025Q2: 1,230 shares; 2025Q3: 1,066 shares; 2025Q4: 946 shares; 2026Q1: 950 shares; 2026Q2: 966 shares 966 $327K 0.03% +16 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 806 shares; 2025Q2: 807 shares; 2025Q3: 810 shares; 2025Q4: 500 shares; 2026Q1: 458 shares; 2026Q2: 457 shares 457 $326K 0.03% -1 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,933 shares; 2026Q1: 17,408 shares; 2026Q2: 16,258 shares 16,258 $325K 0.03% -1,150 Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,612 shares; 2025Q1: 5,267 shares; 2025Q2: 5,293 shares; 2025Q3: 4,170 shares; 2025Q4: 5,172 shares; 2026Q1: 6,431 shares; 2026Q2: 6,459 shares 6,459 $325K 0.03% +28 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,407 shares; 2025Q4: 16,507 shares; 2026Q1: 11,677 shares; 2026Q2: 7,024 shares 7,024 $324K 0.03% -4,653 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 336 shares 336 $324K 0.03% new Timeline ANDE ANDERSONS INC More: the full row for ANDERSONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,665 shares; 2025Q4: 8,665 shares; 2026Q1: 5,260 shares; 2026Q2: 4,696 shares 4,696 $321K 0.02% -564 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,714 shares; 2025Q1: 1,613 shares; 2025Q2: 1,732 shares; 2025Q3: 1,611 shares; 2025Q4: 1,815 shares; 2026Q1: 1,815 shares; 2026Q2: 1,468 shares 1,468 $321K 0.02% -347 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,192 shares 1,192 $320K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,457 shares; 2025Q2: 1,446 shares; 2025Q3: 1,453 shares; 2025Q4: 1,383 shares; 2026Q1: 1,435 shares; 2026Q2: 1,411 shares 1,411 $320K 0.02% -24 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 444 shares 444 $320K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,249 shares 1,249 $319K 0.02% new Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,436 shares; 2025Q2: 5,439 shares; 2025Q3: 4,743 shares; 2025Q4: 4,745 shares; 2026Q1: 6,090 shares; 2026Q2: 6,156 shares 6,156 $318K 0.02% +66 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,277 shares; 2024Q4: 30,953 shares; 2025Q1: 41,515 shares; 2025Q2: 3,301 shares; 2025Q3: 3,188 shares; 2025Q4: 2,514 shares; 2026Q1: 2,420 shares; 2026Q2: 2,430 shares 2,430 $317K 0.02% +10 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,581 shares; 2026Q1: not reported; 2026Q2: 4,807 shares 4,807 $317K 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,488 shares; 2025Q1: 1,422 shares; 2025Q2: 1,422 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 637 shares; 2026Q2: 638 shares 638 $316K 0.02% +1 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; 2024Q3: not reported; 2024Q4: 737 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,220 shares; 2026Q2: 1,753 shares 1,753 $315K 0.02% +533 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 1,071 shares; 2025Q2: 1,046 shares; 2025Q3: 1,048 shares; 2025Q4: 1,093 shares; 2026Q1: 996 shares; 2026Q2: 998 shares 998 $314K 0.02% +2 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,927 shares; 2025Q4: 1,928 shares; 2026Q1: 1,367 shares; 2026Q2: 1,149 shares 1,149 $311K 0.02% -218 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,584 shares; 2025Q1: 1,566 shares; 2025Q2: 1,560 shares; 2025Q3: 2,048 shares; 2025Q4: 1,819 shares; 2026Q1: 1,326 shares; 2026Q2: 1,331 shares 1,331 $310K 0.02% +5 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,564 shares; 2024Q4: 4,576 shares; 2025Q1: 4,729 shares; 2025Q2: 4,386 shares; 2025Q3: 4,310 shares; 2025Q4: 4,168 shares; 2026Q1: 4,306 shares; 2026Q2: 3,548 shares 3,548 $309K 0.02% -758 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 630 shares; 2026Q1: not reported; 2026Q2: 413 shares 413 $308K 0.02% new Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: not reported; 2025Q3: 2,708 shares; 2025Q4: 2,177 shares; 2026Q1: 1,146 shares; 2026Q2: 811 shares 811 $307K 0.02% -335 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 360 shares; 2026Q2: 355 shares 355 $305K 0.02% -5 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 4,507 shares; 2025Q4: 4,362 shares; 2026Q1: 5,228 shares; 2026Q2: 4,253 shares 4,253 $303K 0.02% -975 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,980 shares; 2025Q1: 6,980 shares; 2025Q2: 6,980 shares; 2025Q3: 6,980 shares; 2025Q4: 6,980 shares; 2026Q1: 6,980 shares; 2026Q2: 7,388 shares 7,388 $302K 0.02% +408 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 722 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 723 shares; 2025Q4: 784 shares; 2026Q1: 662 shares; 2026Q2: 665 shares 665 $301K 0.02% +3 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,787 shares 8,787 $300K 0.02% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,986 shares 1,986 $300K 0.02% new Timeline RYZ RYERSON HLDG CORP More: the full row for RYERSON HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,521 shares; 2026Q2: 12,151 shares 12,151 $299K 0.02% +630 Timeline PUMP PROPETRO HLDG CORP More: the full row for PROPETRO HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,990 shares; 2025Q4: 60,830 shares; 2026Q1: 25,759 shares; 2026Q2: 20,744 shares 20,744 $297K 0.02% -5,015 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 570 shares; 2026Q2: 601 shares 601 $295K 0.02% +31 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,126 shares; 2026Q2: 1,127 shares 1,127 $294K 0.02% +1 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,792 shares; 2025Q4: 16,871 shares; 2026Q1: 12,981 shares; 2026Q2: 8,386 shares 8,386 $292K 0.02% -4,595 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,386 shares 6,386 $288K 0.02% new Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,335 shares; 2025Q4: 14,417 shares; 2026Q1: 14,417 shares; 2026Q2: 9,036 shares 9,036 $288K 0.02% -5,381 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 495 shares; 2025Q1: 495 shares; 2025Q2: 417 shares; 2025Q3: 382 shares; 2025Q4: 231 shares; 2026Q1: 215 shares; 2026Q2: 211 shares 211 $287K 0.02% -4 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 449 shares; 2026Q2: 443 shares 443 $285K 0.02% -6 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,768 shares 1,768 $284K 0.02% new Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,405 shares; 2025Q4: 2,544 shares; 2026Q1: 2,739 shares; 2026Q2: 2,836 shares 2,836 $283K 0.02% +97 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,610 shares; 2025Q3: not reported; 2025Q4: 1,626 shares; 2026Q1: not reported; 2026Q2: 1,366 shares 1,366 $282K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 792 shares; 2026Q2: 1,007 shares 1,007 $280K 0.02% +215 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,283 shares; 2025Q4: 4,287 shares; 2026Q1: 2,175 shares; 2026Q2: 738 shares 738 $280K 0.02% -1,437 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,904 shares; 2025Q1: 4,770 shares; 2025Q2: 3,571 shares; 2025Q3: 4,274 shares; 2025Q4: not reported; 2026Q1: 2,686 shares; 2026Q2: 2,700 shares 2,700 $276K 0.02% +14 Timeline BVN COMPANIA DE MINAS BUENAVENTU More: the full row for COMPANIA DE MINAS BUENAVENTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,875 shares; 2026Q1: 9,026 shares; 2026Q2: 9,387 shares 9,387 $275K 0.02% +361 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares; 2026Q2: 1,023 shares 1,023 $274K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 753 shares; 2025Q3: 753 shares; 2025Q4: 753 shares; 2026Q1: 753 shares; 2026Q2: 753 shares 753 $271K 0.02% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,976 shares 7,976 $271K 0.02% new Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,780 shares; 2025Q4: 1,650 shares; 2026Q1: not reported; 2026Q2: 1,650 shares 1,650 $270K 0.02% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,302 shares; 2026Q2: 9,367 shares 9,367 $267K 0.02% +65 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,591 shares; 2025Q4: 2,779 shares; 2026Q1: 2,166 shares; 2026Q2: 2,481 shares 2,481 $266K 0.02% +315 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 936 shares; 2026Q1: 816 shares; 2026Q2: 803 shares 803 $265K 0.02% -13 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 602 shares; 2025Q1: 603 shares; 2025Q2: 607 shares; 2025Q3: 608 shares; 2025Q4: 610 shares; 2026Q1: 635 shares; 2026Q2: 636 shares 636 $265K 0.02% +1 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,536 shares; 2024Q4: 6,313 shares; 2025Q1: 6,344 shares; 2025Q2: 6,888 shares; 2025Q3: 1,604 shares; 2025Q4: 1,491 shares; 2026Q1: 1,340 shares; 2026Q2: 1,183 shares 1,183 $264K 0.02% -157 Timeline BAYFIRST FINANCIAL CORP COM BAYFIRST FINANCIAL CORP COM More: the full row for BAYFIRST FINANCIAL CORP COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,928 shares; 2025Q1: 37,229 shares; 2025Q2: 40,129 shares; 2025Q3: 52,629 shares; 2025Q4: 40,229 shares; 2026Q1: 46,228 shares; 2026Q2: 52,728 shares 52,728 $264K 0.02% +6,500 SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,760 shares; 2025Q1: not reported; 2025Q2: 7,763 shares; 2025Q3: 7,763 shares; 2025Q4: 9,933 shares; 2026Q1: 7,763 shares; 2026Q2: 7,763 shares 7,763 $263K 0.02% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,532 shares 1,532 $262K 0.02% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,934 shares; 2026Q2: 6,619 shares 6,619 $260K 0.02% -1,315 Timeline PHIN PHINIA INC More: the full row for PHINIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,393 shares; 2025Q4: not reported; 2026Q1: 3,144 shares; 2026Q2: 3,144 shares 3,144 $259K 0.02% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,382 shares; 2025Q1: 2,382 shares; 2025Q2: not reported; 2025Q3: 1,610 shares; 2025Q4: 1,638 shares; 2026Q1: 1,331 shares; 2026Q2: 1,327 shares 1,327 $258K 0.02% -4 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 735 shares; 2026Q2: 686 shares 686 $257K 0.02% -49 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,355 shares; 2024Q4: 14,903 shares; 2025Q1: 1,914 shares; 2025Q2: 1,357 shares; 2025Q3: 1,101 shares; 2025Q4: 1,095 shares; 2026Q1: not reported; 2026Q2: 1,006 shares 1,006 $256K 0.02% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,478 shares; 2025Q1: 3,650 shares; 2025Q2: 3,394 shares; 2025Q3: 3,411 shares; 2025Q4: 3,222 shares; 2026Q1: 3,353 shares; 2026Q2: 3,055 shares 3,055 $255K 0.02% -298 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 307 shares 307 $255K 0.02% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,541 shares 6,541 $253K 0.02% new Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,942 shares; 2025Q4: not reported; 2026Q1: 9,674 shares; 2026Q2: 8,951 shares 8,951 $253K 0.02% -723 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,769 shares; 2025Q4: 9,769 shares; 2026Q1: 9,720 shares; 2026Q2: 9,720 shares 9,720 $253K 0.02% 0 Timeline ISBA ISABELLA BK CORP More: the full row for ISABELLA BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,192 shares; 2025Q3: 7,392 shares; 2025Q4: 7,392 shares; 2026Q1: 6,392 shares; 2026Q2: 6,392 shares 6,392 $252K 0.02% 0 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,986 shares 1,986 $252K 0.02% new Timeline GOLD GOLD COM INC More: the full row for GOLD COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,012 shares; 2026Q1: 6,012 shares; 2026Q2: 6,012 shares 6,012 $250K 0.02% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,842 shares; 2026Q1: 2,671 shares; 2026Q2: 2,298 shares 2,298 $249K 0.02% -373 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,823 shares 1,823 $247K 0.02% new Timeline INTA INTAPP INC More: the full row for INTAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,755 shares 9,755 $246K 0.02% new Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,111 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,765 shares; 2026Q1: not reported; 2026Q2: 4,765 shares 4,765 $243K 0.02% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,333 shares; 2025Q1: 10,333 shares; 2025Q2: 10,333 shares; 2025Q3: 10,723 shares; 2025Q4: 10,723 shares; 2026Q1: 10,376 shares; 2026Q2: 10,376 shares 10,376 $239K 0.02% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,737 shares; 2025Q4: 2,888 shares; 2026Q1: 2,993 shares; 2026Q2: 2,551 shares 2,551 $238K 0.02% -442 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,241 shares 3,241 $238K 0.02% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,738 shares; 2024Q4: 12,738 shares; 2025Q1: 6,076 shares; 2025Q2: 6,100 shares; 2025Q3: 4,417 shares; 2025Q4: 4,531 shares; 2026Q1: 4,531 shares; 2026Q2: 4,531 shares 4,531 $237K 0.02% 0 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; 2024Q3: not reported; 2024Q4: 7,269 shares; 2025Q1: 7,619 shares; 2025Q2: 8,045 shares; 2025Q3: 8,045 shares; 2025Q4: 8,045 shares; 2026Q1: 7,130 shares; 2026Q2: 7,130 shares 7,130 $237K 0.02% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 692 shares; 2025Q1: 661 shares; 2025Q2: 711 shares; 2025Q3: 730 shares; 2025Q4: 748 shares; 2026Q1: 710 shares; 2026Q2: 472 shares 472 $234K 0.02% -238 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 961 shares; 2025Q1: 917 shares; 2025Q2: 872 shares; 2025Q3: 938 shares; 2025Q4: 810 shares; 2026Q1: 645 shares; 2026Q2: 645 shares 645 $234K 0.02% 0 Timeline BSET BASSETT FURNITURE INDS INC More: the full row for BASSETT FURNITURE INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,047 shares; 2025Q1: 13,047 shares; 2025Q2: 13,047 shares; 2025Q3: 13,047 shares; 2025Q4: 13,047 shares; 2026Q1: 13,047 shares; 2026Q2: 13,047 shares 13,047 $231K 0.02% 0 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,840 shares 3,840 $231K 0.02% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,664 shares; 2025Q1: 2,909 shares; 2025Q2: 2,930 shares; 2025Q3: 2,779 shares; 2025Q4: 2,815 shares; 2026Q1: 3,504 shares; 2026Q2: 2,340 shares 2,340 $230K 0.02% -1,164 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares; 2026Q1: not reported; 2026Q2: 897 shares 897 $230K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330 shares; 2026Q2: 325 shares 325 $229K 0.02% -5 Timeline MD PEDIATRIX MEDICAL GROUP INC More: the full row for PEDIATRIX MEDICAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,015 shares 9,015 $228K 0.02% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,173 shares; 2025Q1: 5,107 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,296 shares 1,296 $228K 0.02% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,316 shares; 2025Q3: not reported; 2025Q4: 1,253 shares; 2026Q1: not reported; 2026Q2: 585 shares 585 $226K 0.02% new 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; 2024Q3: 16,545 shares; 2024Q4: 16,539 shares; 2025Q1: 18,829 shares; 2025Q2: 18,829 shares; 2025Q3: 15,714 shares; 2025Q4: 8,942 shares; 2026Q1: 3,188 shares; 2026Q2: 2,940 shares 2,940 $225K 0.02% -248 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,221 shares; 2026Q2: 2,937 shares 2,937 $225K 0.02% -284 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,924 shares; 2026Q2: 2,947 shares 2,947 $225K 0.02% +23 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,647 shares 6,647 $224K 0.02% new Timeline ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,406 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,173 shares 2,173 $224K 0.02% new Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,961 shares; 2025Q1: 9,195 shares; 2025Q2: 8,878 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,975 shares 6,975 $224K 0.02% new Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 626 shares; 2025Q1: 658 shares; 2025Q2: 743 shares; 2025Q3: not reported; 2025Q4: 603 shares; 2026Q1: not reported; 2026Q2: 595 shares 595 $223K 0.02% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,410 shares 1,410 $221K 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,166 shares; 2024Q4: 1,166 shares; 2025Q1: 1,413 shares; 2025Q2: 1,323 shares; 2025Q3: 1,241 shares; 2025Q4: 1,238 shares; 2026Q1: 968 shares; 2026Q2: 912 shares 912 $221K 0.02% -56 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,608 shares 2,608 $221K 0.02% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,498 shares 1,498 $219K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,635 shares; 2026Q1: 5,343 shares; 2026Q2: 3,820 shares 3,820 $215K 0.02% -1,523 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,108 shares; 2025Q4: 3,025 shares; 2026Q1: not reported; 2026Q2: 961 shares 961 $214K 0.02% new Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,493 shares 1,493 $213K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,302 shares 2,302 $212K 0.02% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,748 shares 3,748 $211K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $209K 0.02% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,099 shares 3,099 $209K 0.02% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,665 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,510 shares 1,510 $209K 0.02% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,183 shares 2,183 $208K 0.02% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 891 shares; 2025Q2: 856 shares; 2025Q3: 899 shares; 2025Q4: 861 shares; 2026Q1: 976 shares; 2026Q2: 1,071 shares 1,071 $208K 0.02% +95 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,044 shares 9,044 $208K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 299 shares; 2025Q3: 294 shares; 2025Q4: not reported; 2026Q1: 469 shares; 2026Q2: 452 shares 452 $208K 0.02% -17 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,856 shares; 2025Q2: 2,785 shares; 2025Q3: 2,920 shares; 2025Q4: 2,945 shares; 2026Q1: 3,009 shares; 2026Q2: 2,859 shares 2,859 $206K 0.02% -150 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,333 shares 1,333 $205K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,246 shares; 2026Q1: not reported; 2026Q2: 2,828 shares 2,828 $204K 0.02% new Timeline COCO VITA COCO CO INC More: the full row for VITA COCO CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,729 shares; 2025Q4: 4,729 shares; 2026Q1: 4,729 shares; 2026Q2: 3,052 shares 3,052 $202K 0.02% -1,677 Timeline GTES GATES INDL CORP LTD More: the full row for GATES INDL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,197 shares 7,197 $201K 0.02% new Timeline VREX VAREX IMAGING CORP More: the full row for VAREX IMAGING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,365 shares; 2025Q4: 17,365 shares; 2026Q1: 17,436 shares; 2026Q2: 17,659 shares 17,659 $184K 0.01% +223 Timeline MBC MASTERBRAND INC More: the full row for MASTERBRAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,170 shares 17,170 $177K 0.01% new Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,596 shares; 2026Q1: 15,509 shares; 2026Q2: 10,060 shares 10,060 $171K 0.01% -5,449 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,098 shares; 2026Q1: 13,123 shares; 2026Q2: 18,126 shares 18,126 $166K 0.01% +5,003 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,863 shares; 2025Q1: 15,713 shares; 2025Q2: 15,609 shares; 2025Q3: 15,176 shares; 2025Q4: 16,265 shares; 2026Q1: 11,842 shares; 2026Q2: 11,926 shares 11,926 $166K 0.01% +84 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,818 shares; 2026Q1: 19,343 shares; 2026Q2: 10,679 shares 10,679 $165K 0.01% -8,664 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,965 shares; 2026Q2: 67,326 shares 67,326 $141K 0.01% -50,639 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,179 shares; 2025Q4: not reported; 2026Q1: 23,265 shares; 2026Q2: 18,713 shares 18,713 $132K 0.01% -4,552 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,003 shares 11,003 $119K 0.01% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,053 shares 14,053 $114K 0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,458 shares; 2025Q3: 13,458 shares; 2025Q4: 15,982 shares; 2026Q1: 13,458 shares; 2026Q2: 13,458 shares 13,458 $114K 0.01% 0 Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,713 shares; 2025Q4: 32,851 shares; 2026Q1: 23,041 shares; 2026Q2: 11,041 shares 11,041 $113K 0.01% -12,000 Timeline VET VERMILION ENERGY INC More: the full row for VERMILION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,425 shares; 2026Q1: 18,647 shares; 2026Q2: 10,888 shares 10,888 $102K 0.01% -7,759 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,484 shares; 2026Q2: 11,927 shares 11,927 $96.6K 0.01% -46,557 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,234 shares; 2026Q2: 10,153 shares 10,153 $93K 0.01% -28,081 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 48,620 shares; 2026Q2: 18,961 shares 18,961 $41K <0.01% -29,659 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,751 shares; 2026Q2: 34,751 shares 34,751 $12.2K <0.01% 0 Timeline