IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,028,700 shares; 2024Q1: 1,106,401 shares; 2024Q2: 1,197,083 shares; 2024Q3: 1,214,156 shares; 2024Q4: 1,237,094 shares; 2025Q1: 1,235,151 shares; 2025Q2: 1,192,997 shares; 2025Q3: 1,178,400 shares 1,178,400 $103M 5.67% -14,597 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 235,143 shares; 2024Q1: 1,228,945 shares; 2024Q2: 1,298,442 shares; 2024Q3: 1,293,269 shares; 2024Q4: 1,295,807 shares; 2025Q1: 1,283,100 shares; 2025Q2: 1,276,269 shares; 2025Q3: 1,282,890 shares 1,282,890 $83.7M 4.62% +6,621 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 434,486 shares; 2024Q1: 421,522 shares; 2024Q2: 412,111 shares; 2024Q3: 404,512 shares; 2024Q4: 392,495 shares; 2025Q1: 365,197 shares; 2025Q2: 380,912 shares; 2025Q3: 352,480 shares 352,480 $78.3M 4.32% -28,432 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,032,496 shares; 2024Q1: 1,112,211 shares; 2024Q2: 1,177,590 shares; 2024Q3: 1,195,442 shares; 2024Q4: 1,215,829 shares; 2025Q1: 1,252,656 shares; 2025Q2: 1,186,569 shares; 2025Q3: 1,131,606 shares 1,131,606 $74.6M 4.11% -54,963 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; 2023Q4: 900,636 shares; 2024Q1: 1,062,049 shares; 2024Q2: 1,153,502 shares; 2024Q3: 1,243,149 shares; 2024Q4: 1,356,804 shares; 2025Q1: 1,424,953 shares; 2025Q2: 1,341,714 shares; 2025Q3: 1,438,751 shares 1,438,751 $72M 3.97% +97,037 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; 2023Q4: 177,799 shares; 2024Q1: 202,665 shares; 2024Q2: 234,584 shares; 2024Q3: 246,737 shares; 2024Q4: 253,208 shares; 2025Q1: 255,396 shares; 2025Q2: 248,161 shares; 2025Q3: 254,871 shares 254,871 $71.8M 3.96% +6,710 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 691,744 shares; 2024Q1: 703,379 shares; 2024Q2: 708,963 shares; 2024Q3: 698,265 shares; 2024Q4: 689,540 shares; 2025Q1: 667,556 shares; 2025Q2: 661,941 shares; 2025Q3: 631,210 shares 631,210 $68.6M 3.78% -30,731 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 494,682 shares; 2024Q1: 518,077 shares; 2024Q2: 559,335 shares; 2024Q3: 555,092 shares; 2024Q4: 557,675 shares; 2025Q1: 555,453 shares; 2025Q2: 542,357 shares; 2025Q3: 537,086 shares 537,086 $63.8M 3.52% -5,271 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; 2023Q4: 675,177 shares; 2024Q1: 677,377 shares; 2024Q2: 670,965 shares; 2024Q3: 667,851 shares; 2024Q4: 736,437 shares; 2025Q1: 740,308 shares; 2025Q2: 823,342 shares; 2025Q3: 775,289 shares 775,289 $46.5M 2.56% -48,053 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 252,371 shares; 2024Q1: 274,180 shares; 2024Q2: 290,095 shares; 2024Q3: 293,542 shares; 2024Q4: 404,248 shares; 2025Q1: 408,258 shares; 2025Q2: 429,245 shares; 2025Q3: 450,860 shares 450,860 $45.2M 2.49% +21,615 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; 2023Q4: 56,926 shares; 2024Q1: 56,202 shares; 2024Q2: 55,664 shares; 2024Q3: 55,662 shares; 2024Q4: 54,970 shares; 2025Q1: 59,052 shares; 2025Q2: 65,652 shares; 2025Q3: 59,747 shares 59,747 $44.6M 2.46% -5,905 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 559,063 shares; 2024Q1: 621,769 shares; 2024Q2: 660,753 shares; 2024Q3: 702,216 shares; 2024Q4: 1,608,468 shares; 2025Q1: 1,643,225 shares; 2025Q2: 1,732,448 shares; 2025Q3: 1,646,759 shares 1,646,759 $44.4M 2.45% -85,689 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 160,704 shares; 2024Q1: 167,946 shares; 2024Q2: 177,055 shares; 2024Q3: 174,783 shares; 2024Q4: 171,016 shares; 2025Q1: 168,207 shares; 2025Q2: 181,057 shares; 2025Q3: 181,891 shares 181,891 $43.6M 2.4% +834 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 287,720 shares; 2024Q1: 297,968 shares; 2024Q2: 316,826 shares; 2024Q3: 322,658 shares; 2024Q4: 333,112 shares; 2025Q1: 340,477 shares; 2025Q2: 311,509 shares; 2025Q3: 301,868 shares 301,868 $43M 2.37% -9,641 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 610,191 shares; 2024Q1: 650,592 shares; 2024Q2: 703,617 shares; 2024Q3: 719,382 shares; 2024Q4: 717,726 shares; 2025Q1: 702,609 shares; 2025Q2: 781,192 shares; 2025Q3: 778,041 shares 778,041 $41.9M 2.31% -3,151 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 313,184 shares; 2024Q1: 313,455 shares; 2024Q2: 316,452 shares; 2024Q3: 314,141 shares; 2024Q4: 322,810 shares; 2025Q1: 313,470 shares; 2025Q2: 364,637 shares; 2025Q3: 367,109 shares 367,109 $39.1M 2.16% +2,472 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 209,139 shares; 2024Q1: 219,027 shares; 2024Q2: 232,233 shares; 2024Q3: 229,771 shares; 2024Q4: 226,450 shares; 2025Q1: 224,012 shares; 2025Q2: 226,868 shares; 2025Q3: 227,108 shares 227,108 $35M 1.93% +240 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 561,390 shares; 2024Q1: 562,633 shares; 2024Q2: 559,581 shares; 2024Q3: 545,288 shares; 2024Q4: 545,654 shares; 2025Q1: 537,352 shares; 2025Q2: 653,298 shares; 2025Q3: 634,552 shares 634,552 $34.4M 1.9% -18,746 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 155,678 shares; 2024Q1: 196,263 shares; 2024Q2: 222,699 shares; 2024Q3: 255,235 shares; 2024Q4: 299,424 shares; 2025Q1: 311,319 shares; 2025Q2: 327,531 shares; 2025Q3: 334,504 shares 334,504 $33.7M 1.86% +6,973 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; 2023Q4: 212,298 shares; 2024Q1: 229,975 shares; 2024Q2: 248,557 shares; 2024Q3: 271,931 shares; 2024Q4: 363,681 shares; 2025Q1: 352,502 shares; 2025Q2: 366,243 shares; 2025Q3: 361,676 shares 361,676 $30.4M 1.68% -4,567 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; 2023Q4: 92,040 shares; 2024Q1: 91,933 shares; 2024Q2: 90,589 shares; 2024Q3: 89,428 shares; 2024Q4: 86,646 shares; 2025Q1: 88,155 shares; 2025Q2: 110,266 shares; 2025Q3: 100,714 shares 100,714 $29.6M 1.63% -9,552 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 176,821 shares; 2024Q1: 188,635 shares; 2024Q2: 211,083 shares; 2024Q3: 211,558 shares; 2024Q4: 202,178 shares; 2025Q1: 200,918 shares; 2025Q2: 220,520 shares; 2025Q3: 225,288 shares 225,288 $26.7M 1.47% +4,768 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 916,810 shares; 2024Q1: 982,521 shares; 2024Q2: 1,059,788 shares; 2024Q3: 1,080,996 shares; 2024Q4: 1,368,171 shares; 2025Q1: 1,426,866 shares; 2025Q2: 1,396,074 shares; 2025Q3: 1,338,750 shares 1,338,750 $26M 1.43% -57,324 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 373,559 shares; 2024Q1: 406,952 shares; 2024Q2: 437,258 shares; 2024Q3: 445,546 shares; 2024Q4: 467,599 shares; 2025Q1: 484,671 shares; 2025Q2: 516,297 shares; 2025Q3: 521,066 shares 521,066 $25.8M 1.42% +4,769 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 194,324 shares; 2024Q1: 204,964 shares; 2024Q2: 214,902 shares; 2024Q3: 211,163 shares; 2024Q4: 200,505 shares; 2025Q1: 190,578 shares; 2025Q2: 192,809 shares; 2025Q3: 181,119 shares 181,119 $25.2M 1.39% -11,690 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 67,699 shares; 2024Q1: 68,393 shares; 2024Q2: 67,903 shares; 2024Q3: 66,336 shares; 2024Q4: 65,388 shares; 2025Q1: 71,786 shares; 2025Q2: 99,068 shares; 2025Q3: 96,339 shares 96,339 $24.5M 1.35% -2,729 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 238,336 shares; 2024Q1: 264,458 shares; 2024Q2: 283,511 shares; 2024Q3: 288,813 shares; 2024Q4: 309,274 shares; 2025Q1: 321,069 shares; 2025Q2: 338,885 shares; 2025Q3: 327,524 shares 327,524 $21.9M 1.21% -11,361 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 256,404 shares; 2024Q1: 242,978 shares; 2024Q2: 237,150 shares; 2024Q3: 231,981 shares; 2024Q4: 227,621 shares; 2025Q1: 218,678 shares; 2025Q2: 268,023 shares; 2025Q3: 230,630 shares 230,630 $21.2M 1.17% -37,393 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 217,965 shares; 2024Q1: 227,515 shares; 2024Q2: 226,707 shares; 2024Q3: 219,900 shares; 2024Q4: 215,568 shares; 2025Q1: 216,349 shares; 2025Q2: 278,066 shares; 2025Q3: 261,386 shares 261,386 $20.1M 1.11% -16,680 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 137,919 shares; 2024Q1: 136,481 shares; 2024Q2: 133,276 shares; 2024Q3: 127,837 shares; 2024Q4: 123,152 shares; 2025Q1: 118,272 shares; 2025Q2: 115,677 shares; 2025Q3: 102,856 shares 102,856 $19.3M 1.06% -12,821 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 96,124 shares; 2024Q1: 95,983 shares; 2024Q2: 95,581 shares; 2024Q3: 70,252 shares; 2024Q4: 71,596 shares; 2025Q1: 71,859 shares; 2025Q2: 75,720 shares; 2025Q3: 74,758 shares 74,758 $19M 1.05% -962 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 297,739 shares; 2024Q1: 291,795 shares; 2024Q2: 285,081 shares; 2024Q3: 268,800 shares; 2024Q4: 254,956 shares; 2025Q1: 247,937 shares; 2025Q2: 244,575 shares; 2025Q3: 236,190 shares 236,190 $18M 0.99% -8,385 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; 2023Q4: 67,042 shares; 2024Q1: 63,369 shares; 2024Q2: 58,158 shares; 2024Q3: 55,861 shares; 2024Q4: 54,201 shares; 2025Q1: 52,452 shares; 2025Q2: 51,458 shares; 2025Q3: 44,102 shares 44,102 $17.5M 0.96% -7,356 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 155,335 shares; 2024Q1: 154,531 shares; 2024Q2: 153,423 shares; 2024Q3: 150,202 shares; 2024Q4: 147,077 shares; 2025Q1: 145,074 shares; 2025Q2: 147,311 shares; 2025Q3: 127,661 shares 127,661 $16.8M 0.92% -19,650 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 59,793 shares; 2024Q1: 58,634 shares; 2024Q2: 58,902 shares; 2024Q3: 57,805 shares; 2024Q4: 59,011 shares; 2025Q1: 57,894 shares; 2025Q2: 63,490 shares; 2025Q3: 63,910 shares 63,910 $16.6M 0.91% +420 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 173,073 shares; 2024Q1: 182,429 shares; 2024Q2: 197,696 shares; 2024Q3: 197,894 shares; 2024Q4: 196,425 shares; 2025Q1: 196,101 shares; 2025Q2: 210,270 shares; 2025Q3: 209,024 shares 209,024 $16.4M 0.9% -1,246 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 284,394 shares; 2024Q1: 269,593 shares; 2024Q2: 264,007 shares; 2024Q3: 259,022 shares; 2024Q4: 250,856 shares; 2025Q1: 240,522 shares; 2025Q2: 234,794 shares; 2025Q3: 226,641 shares 226,641 $16.1M 0.89% -8,153 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 223,693 shares; 2024Q1: 254,319 shares; 2024Q2: 261,371 shares; 2024Q3: 281,322 shares; 2024Q4: 295,197 shares; 2025Q1: 292,031 shares; 2025Q2: 303,555 shares; 2025Q3: 274,853 shares 274,853 $15.6M 0.86% -28,702 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 182,548 shares; 2024Q1: 183,501 shares; 2024Q2: 186,551 shares; 2024Q3: 183,953 shares; 2024Q4: 175,503 shares; 2025Q1: 165,838 shares; 2025Q2: 170,720 shares; 2025Q3: 164,539 shares 164,539 $14.7M 0.81% -6,181 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 291,743 shares; 2024Q1: 284,135 shares; 2024Q2: 268,646 shares; 2024Q3: 256,473 shares; 2024Q4: 249,334 shares; 2025Q1: 229,639 shares; 2025Q2: 231,789 shares; 2025Q3: 216,343 shares 216,343 $14.5M 0.8% -15,446 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 140,220 shares; 2024Q1: 143,457 shares; 2024Q2: 149,738 shares; 2024Q3: 148,909 shares; 2024Q4: 148,434 shares; 2025Q1: 146,902 shares; 2025Q2: 152,926 shares; 2025Q3: 146,167 shares 146,167 $12.7M 0.7% -6,759 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 158,553 shares; 2024Q1: 157,286 shares; 2024Q2: 155,251 shares; 2024Q3: 150,237 shares; 2024Q4: 145,090 shares; 2025Q1: 138,427 shares; 2025Q2: 146,950 shares; 2025Q3: 133,923 shares 133,923 $11M 0.61% -13,027 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 56,852 shares; 2024Q1: 56,686 shares; 2024Q2: 55,708 shares; 2024Q3: 54,787 shares; 2024Q4: 53,427 shares; 2025Q1: 50,599 shares; 2025Q2: 50,646 shares; 2025Q3: 48,029 shares 48,029 $10.3M 0.57% -2,617 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 209,167 shares; 2024Q1: 217,055 shares; 2024Q2: 219,986 shares; 2024Q3: 219,367 shares; 2024Q4: 219,256 shares; 2025Q1: 215,936 shares; 2025Q2: 223,403 shares; 2025Q3: 217,405 shares 217,405 $9.16M 0.51% -5,998 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 94,206 shares; 2024Q1: 94,008 shares; 2024Q2: 88,969 shares; 2024Q3: 88,020 shares; 2024Q4: 82,894 shares; 2025Q1: 80,855 shares; 2025Q2: 95,988 shares; 2025Q3: 92,219 shares 92,219 $8.9M 0.49% -3,769 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 115,260 shares; 2024Q1: 113,331 shares; 2024Q2: 111,876 shares; 2024Q3: 107,998 shares; 2024Q4: 106,273 shares; 2025Q1: 105,823 shares; 2025Q2: 107,039 shares; 2025Q3: 93,226 shares 93,226 $8.87M 0.49% -13,813 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 233,793 shares; 2024Q1: 233,308 shares; 2024Q2: 226,753 shares; 2024Q3: 227,073 shares; 2024Q4: 228,530 shares; 2025Q1: 229,290 shares; 2025Q2: 323,431 shares; 2025Q3: 270,031 shares 270,031 $8.54M 0.47% -53,400 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 138,136 shares; 2024Q1: 139,016 shares; 2024Q2: 138,418 shares; 2024Q3: 137,175 shares; 2024Q4: 118,430 shares; 2025Q1: 96,191 shares; 2025Q2: 115,838 shares; 2025Q3: 161,999 shares 161,999 $8.25M 0.45% +46,161 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; 2023Q4: 38,549 shares; 2024Q1: 38,844 shares; 2024Q2: 39,462 shares; 2024Q3: 39,270 shares; 2024Q4: 39,554 shares; 2025Q1: 38,704 shares; 2025Q2: 37,293 shares; 2025Q3: 36,985 shares 36,985 $8.12M 0.45% -308 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 91,985 shares; 2024Q1: 95,639 shares; 2024Q2: 99,594 shares; 2024Q3: 98,788 shares; 2024Q4: 95,455 shares; 2025Q1: 90,191 shares; 2025Q2: 92,144 shares; 2025Q3: 89,660 shares 89,660 $8.04M 0.44% -2,484 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 76,432 shares; 2024Q1: 66,868 shares; 2024Q2: 70,398 shares; 2024Q3: 68,222 shares; 2024Q4: 84,631 shares; 2025Q1: 89,174 shares; 2025Q2: 93,501 shares; 2025Q3: 87,944 shares 87,944 $7.86M 0.43% -5,557 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 74,714 shares; 2024Q1: 73,928 shares; 2024Q2: 73,181 shares; 2024Q3: 70,504 shares; 2024Q4: 69,238 shares; 2025Q1: 63,385 shares; 2025Q2: 62,773 shares; 2025Q3: 60,763 shares 60,763 $6.76M 0.37% -2,010 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 28,118 shares; 2024Q1: 27,574 shares; 2024Q2: 27,589 shares; 2024Q3: 26,167 shares; 2024Q4: 24,029 shares; 2025Q1: 23,982 shares; 2025Q2: 31,205 shares; 2025Q3: 27,676 shares 27,676 $6.7M 0.37% -3,529 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 252,193 shares; 2024Q1: 252,193 shares; 2024Q2: 252,193 shares; 2024Q3: 252,193 shares; 2024Q4: 252,193 shares; 2025Q1: 252,193 shares; 2025Q2: 252,193 shares; 2025Q3: 252,193 shares 252,193 $6.38M 0.35% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 65,545 shares; 2024Q1: 65,550 shares; 2024Q2: 65,336 shares; 2024Q3: 64,106 shares; 2024Q4: 65,971 shares; 2025Q1: 65,658 shares; 2025Q2: 69,266 shares; 2025Q3: 64,789 shares 64,789 $6.05M 0.33% -4,477 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; 2023Q4: 2,131 shares; 2024Q1: 1,980 shares; 2024Q2: 1,939 shares; 2024Q3: 1,952 shares; 2024Q4: 1,923 shares; 2025Q1: 8,248 shares; 2025Q2: 8,248 shares; 2025Q3: 8,248 shares 8,248 $5.49M 0.3% 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; 2023Q4: 19,875 shares; 2024Q1: 19,841 shares; 2024Q2: 18,591 shares; 2024Q3: 18,043 shares; 2024Q4: 17,890 shares; 2025Q1: 17,477 shares; 2025Q2: 18,658 shares; 2025Q3: 17,201 shares 17,201 $5.1M 0.28% -1,457 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,804 shares; 2024Q1: 6,190 shares; 2024Q2: 6,017 shares; 2024Q3: 6,015 shares; 2024Q4: 7,222 shares; 2025Q1: 8,232 shares; 2025Q2: 7,507 shares; 2025Q3: 7,535 shares 7,535 $5.04M 0.28% +28 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; 2023Q4: 8,389 shares; 2024Q1: 8,205 shares; 2024Q2: 6,314 shares; 2024Q3: 5,848 shares; 2024Q4: 5,322 shares; 2025Q1: 5,231 shares; 2025Q2: 6,008 shares; 2025Q3: 7,623 shares 7,623 $4.67M 0.26% +1,615 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,109 shares; 2024Q1: 14,854 shares; 2024Q2: 15,041 shares; 2024Q3: 14,812 shares; 2024Q4: 14,493 shares; 2025Q1: 13,831 shares; 2025Q2: 13,359 shares; 2025Q3: 12,131 shares 12,131 $4.14M 0.23% -1,228 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 31,171 shares; 2024Q1: 30,308 shares; 2024Q2: 29,489 shares; 2024Q3: 29,462 shares; 2024Q4: 28,110 shares; 2025Q1: 27,970 shares; 2025Q2: 33,341 shares; 2025Q3: 31,028 shares 31,028 $3.91M 0.22% -2,313 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 102,865 shares; 2024Q1: 101,098 shares; 2024Q2: 100,806 shares; 2024Q3: 99,926 shares; 2024Q4: 98,719 shares; 2025Q1: 91,786 shares; 2025Q2: 90,921 shares; 2025Q3: 76,235 shares 76,235 $3.8M 0.21% -14,686 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 7,467 shares; 2024Q1: 7,191 shares; 2024Q2: 7,307 shares; 2024Q3: 6,425 shares; 2024Q4: 6,612 shares; 2025Q1: 7,220 shares; 2025Q2: 6,676 shares; 2025Q3: 7,216 shares 7,216 $3.74M 0.21% +540 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 52,917 shares; 2024Q1: 52,428 shares; 2024Q2: 51,233 shares; 2024Q3: 37,664 shares; 2024Q4: 37,294 shares; 2025Q1: 39,443 shares; 2025Q2: 38,068 shares; 2025Q3: 31,453 shares 31,453 $3.51M 0.19% -6,615 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,980 shares; 2024Q1: 19,721 shares; 2024Q2: 19,348 shares; 2024Q3: 18,815 shares; 2024Q4: 19,867 shares; 2025Q1: 18,790 shares; 2025Q2: 19,444 shares; 2025Q3: 17,107 shares 17,107 $3.5M 0.19% -2,337 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,452 shares; 2025Q1: 5,622 shares; 2025Q2: not reported; 2025Q3: 5,423 shares 5,423 $3.26M 0.18% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 66,745 shares; 2024Q1: 66,650 shares; 2024Q2: 66,650 shares; 2024Q3: 66,043 shares; 2024Q4: 66,048 shares; 2025Q1: 66,853 shares; 2025Q2: 75,801 shares; 2025Q3: 60,902 shares 60,902 $3.25M 0.18% -14,899 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 84,820 shares; 2024Q1: 84,679 shares; 2024Q2: 84,072 shares; 2024Q3: 82,923 shares; 2024Q4: 82,920 shares; 2025Q1: 78,607 shares; 2025Q2: 77,376 shares; 2025Q3: 62,052 shares 62,052 $3.18M 0.18% -15,324 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,004 shares; 2025Q1: 16,057 shares; 2025Q2: 19,697 shares; 2025Q3: 20,022 shares 20,022 $2.92M 0.16% +325 Timeline AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,521 shares; 2025Q2: 40,557 shares; 2025Q3: 37,847 shares 37,847 $2.9M 0.16% -2,710 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 14,763 shares; 2024Q1: 15,528 shares; 2024Q2: 13,973 shares; 2024Q3: 11,340 shares; 2024Q4: 11,597 shares; 2025Q1: 11,974 shares; 2025Q2: 11,626 shares; 2025Q3: 10,166 shares 10,166 $2.47M 0.14% -1,460 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 15,054 shares; 2024Q1: 14,955 shares; 2024Q2: 14,989 shares; 2024Q3: 13,700 shares; 2024Q4: 12,076 shares; 2025Q1: 12,183 shares; 2025Q2: 15,537 shares; 2025Q3: 14,798 shares 14,798 $2.08M 0.11% -739 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,136 shares; 2024Q1: 12,943 shares; 2024Q2: 12,893 shares; 2024Q3: 12,893 shares; 2024Q4: 12,893 shares; 2025Q1: 12,370 shares; 2025Q2: 12,362 shares; 2025Q3: 12,320 shares 12,320 $2.08M 0.11% -42 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 26,930 shares; 2024Q1: 22,930 shares; 2024Q2: 21,930 shares; 2024Q3: 17,629 shares; 2024Q4: 17,629 shares; 2025Q1: 17,629 shares; 2025Q2: 16,629 shares; 2025Q3: 15,930 shares 15,930 $2.01M 0.11% -699 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 17,463 shares; 2024Q1: 17,331 shares; 2024Q2: 20,416 shares; 2024Q3: 20,237 shares; 2024Q4: 19,792 shares; 2025Q1: 19,164 shares; 2025Q2: 20,739 shares; 2025Q3: 20,154 shares 20,154 $1.84M 0.1% -585 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,970 shares; 2024Q1: 36,207 shares; 2024Q2: 35,757 shares; 2024Q3: 32,756 shares; 2024Q4: 31,860 shares; 2025Q1: 30,891 shares; 2025Q2: 30,569 shares; 2025Q3: 29,801 shares 29,801 $1.68M 0.09% -768 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; 2023Q4: 4,938 shares; 2024Q1: 4,858 shares; 2024Q2: 5,252 shares; 2024Q3: 4,271 shares; 2024Q4: 4,397 shares; 2025Q1: 5,233 shares; 2025Q2: 4,564 shares; 2025Q3: 4,604 shares 4,604 $1.45M 0.08% +40 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 19,349 shares; 2024Q1: 16,474 shares; 2024Q2: 16,126 shares; 2024Q3: 16,126 shares; 2024Q4: 14,476 shares; 2025Q1: 14,476 shares; 2025Q2: 13,716 shares; 2025Q3: 13,157 shares 13,157 $1.37M 0.08% -559 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 183 shares; 2024Q1: 183 shares; 2024Q2: 192 shares; 2024Q3: 2,920 shares; 2024Q4: 3,179 shares; 2025Q1: 4,557 shares; 2025Q2: 4,034 shares; 2025Q3: 4,143 shares 4,143 $1.37M 0.08% +109 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,663 shares; 2024Q1: 1,663 shares; 2024Q2: 1,663 shares; 2024Q3: 1,667 shares; 2024Q4: 1,667 shares; 2025Q1: 1,674 shares; 2025Q2: 1,554 shares; 2025Q3: 1,343 shares 1,343 $1.28M 0.07% -211 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,770 shares; 2024Q1: 8,104 shares; 2024Q2: 8,152 shares; 2024Q3: 8,161 shares; 2024Q4: 8,702 shares; 2025Q1: 9,386 shares; 2025Q2: 8,687 shares; 2025Q3: 12,368 shares 12,368 $1.27M 0.07% +3,681 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; 2023Q4: 2,469 shares; 2024Q1: 2,410 shares; 2024Q2: 2,293 shares; 2024Q3: 1,521 shares; 2024Q4: 1,557 shares; 2025Q1: 1,643 shares; 2025Q2: 1,514 shares; 2025Q3: 1,734 shares 1,734 $1.27M 0.07% +220 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; 2023Q4: 2,786 shares; 2024Q1: 2,756 shares; 2024Q2: 2,752 shares; 2024Q3: 1,548 shares; 2024Q4: 1,605 shares; 2025Q1: 1,738 shares; 2025Q2: 1,636 shares; 2025Q3: 1,654 shares 1,654 $1.26M 0.07% +18 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 12,837 shares; 2024Q1: 12,927 shares; 2024Q2: 12,934 shares; 2024Q3: 7,774 shares; 2024Q4: 7,909 shares; 2025Q1: 7,851 shares; 2025Q2: 7,648 shares; 2025Q3: 8,104 shares 8,104 $1.26M 0.07% +456 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,541 shares; 2024Q1: 6,216 shares; 2024Q2: 6,193 shares; 2024Q3: 6,193 shares; 2024Q4: 6,202 shares; 2025Q1: 5,740 shares; 2025Q2: 6,486 shares; 2025Q3: 6,352 shares 6,352 $1.24M 0.07% -134 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 9,798 shares; 2024Q1: 9,798 shares; 2024Q2: 9,798 shares; 2024Q3: 9,433 shares; 2024Q4: 8,005 shares; 2025Q1: 7,956 shares; 2025Q2: 13,472 shares; 2025Q3: 31,913 shares 31,913 $1.23M 0.07% +18,441 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; 2023Q4: 3,678 shares; 2024Q1: 3,846 shares; 2024Q2: 3,143 shares; 2024Q3: 2,659 shares; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares; 2025Q2: 3,612 shares; 2025Q3: 3,736 shares 3,736 $1.23M 0.07% +124 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,180 shares; 2024Q4: 2,823 shares; 2025Q1: 4,712 shares; 2025Q2: 4,890 shares; 2025Q3: 6,515 shares 6,515 $1.22M 0.07% +1,625 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 36,124 shares; 2024Q1: 35,270 shares; 2024Q2: 34,724 shares; 2024Q3: 34,701 shares; 2024Q4: 39,676 shares; 2025Q1: 39,060 shares; 2025Q2: 48,673 shares; 2025Q3: 48,624 shares 48,624 $1.2M 0.07% -49 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,912 shares; 2025Q3: 8,544 shares 8,544 $1.18M 0.07% +2,632 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 13,173 shares; 2024Q1: 13,173 shares; 2024Q2: 13,173 shares; 2024Q3: 13,173 shares; 2024Q4: 13,173 shares; 2025Q1: 13,173 shares; 2025Q2: 12,977 shares; 2025Q3: 12,977 shares 12,977 $1.17M 0.06% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 11,687 shares; 2024Q2: 20,175 shares; 2024Q3: 20,181 shares; 2024Q4: 24,547 shares; 2025Q1: 24,621 shares; 2025Q2: 42,953 shares; 2025Q3: 43,004 shares 43,004 $1.16M 0.06% +51 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 33,459 shares; 2024Q1: 37,152 shares; 2024Q2: 34,838 shares; 2024Q3: 34,242 shares; 2024Q4: 27,632 shares; 2025Q1: 25,436 shares; 2025Q2: 32,598 shares; 2025Q3: 32,179 shares 32,179 $1.13M 0.06% -419 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; 2023Q4: 1,674 shares; 2024Q1: 1,649 shares; 2024Q2: 2,088 shares; 2024Q3: 2,550 shares; 2024Q4: 2,530 shares; 2025Q1: 2,470 shares; 2025Q2: 2,172 shares; 2025Q3: 2,219 shares 2,219 $1.12M 0.06% +47 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 59,678 shares; 2024Q1: 56,767 shares; 2024Q2: 54,125 shares; 2024Q3: 53,935 shares; 2024Q4: 50,492 shares; 2025Q1: 47,192 shares; 2025Q2: 45,111 shares; 2025Q3: 38,517 shares 38,517 $1.07M 0.06% -6,594 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 25,085 shares; 2024Q1: 25,085 shares; 2024Q2: 25,085 shares; 2024Q3: 25,085 shares; 2024Q4: 25,085 shares; 2025Q1: 25,121 shares; 2025Q2: 13,945 shares; 2025Q3: 11,745 shares 11,745 $1.05M 0.06% -2,200 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,374 shares; 2024Q1: 2,370 shares; 2024Q2: 2,309 shares; 2024Q3: 2,263 shares; 2024Q4: 2,261 shares; 2025Q1: 2,253 shares; 2025Q2: 2,232 shares; 2025Q3: 2,232 shares 2,232 $1.05M 0.06% 0 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; 2023Q4: 6,898 shares; 2024Q1: 6,898 shares; 2024Q2: 6,935 shares; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,451 shares; 2025Q2: 6,597 shares; 2025Q3: 6,598 shares 6,598 $1M 0.06% +1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,729 shares; 2025Q3: 28,747 shares 28,747 $964K 0.05% +15,018 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,520 shares; 2024Q1: 11,520 shares; 2024Q2: 11,520 shares; 2024Q3: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 11,520 shares; 2025Q2: 11,520 shares; 2025Q3: 11,520 shares 11,520 $953K 0.05% 0 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; 2023Q4: not reported; 2024Q1: 8,082 shares; 2024Q2: 7,798 shares; 2024Q3: 7,607 shares; 2024Q4: 21,628 shares; 2025Q1: 34,203 shares; 2025Q2: 31,942 shares; 2025Q3: 32,448 shares 32,448 $886K 0.05% +506 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,758 shares; 2025Q2: 35,758 shares; 2025Q3: 36,307 shares 36,307 $882K 0.05% +549 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; 2023Q4: 2,332 shares; 2024Q1: 2,332 shares; 2024Q2: 2,455 shares; 2024Q3: 2,455 shares; 2024Q4: 2,634 shares; 2025Q1: 2,986 shares; 2025Q2: 2,555 shares; 2025Q3: 3,155 shares 3,155 $881K 0.05% +600 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; 2023Q4: 1,585 shares; 2024Q1: 1,846 shares; 2024Q2: 1,717 shares; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 2,259 shares; 2025Q2: 1,706 shares; 2025Q3: 1,768 shares 1,768 $848K 0.05% +62 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; 2023Q4: 3,336 shares; 2024Q1: 3,338 shares; 2024Q2: 3,345 shares; 2024Q3: 2,971 shares; 2024Q4: 2,971 shares; 2025Q1: 2,969 shares; 2025Q2: 2,962 shares; 2025Q3: 2,975 shares 2,975 $839K 0.05% +13 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares; 2025Q3: 4,168 shares 4,168 $837K 0.05% +1,308 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,721 shares; 2025Q1: 7,697 shares; 2025Q2: not reported; 2025Q3: 4,988 shares 4,988 $835K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 72,659 shares; 2024Q2: 71,318 shares; 2024Q3: 68,459 shares; 2024Q4: 68,459 shares; 2025Q1: 68,459 shares; 2025Q2: 68,561 shares; 2025Q3: 68,561 shares 68,561 $820K 0.05% 0 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,374 shares; 2025Q3: 3,815 shares 3,815 $815K 0.04% +1,441 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; 2023Q4: 2,651 shares; 2024Q1: 2,476 shares; 2024Q2: 2,388 shares; 2024Q3: 2,388 shares; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares; 2025Q2: 2,402 shares; 2025Q3: 4,832 shares 4,832 $808K 0.04% +2,430 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,241 shares 10,241 $808K 0.04% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares; 2025Q3: 3,121 shares 3,121 $800K 0.04% +1,892 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; 2023Q4: 1,625 shares; 2024Q1: 1,561 shares; 2024Q2: 1,571 shares; 2024Q3: 1,579 shares; 2024Q4: 1,612 shares; 2025Q1: 1,388 shares; 2025Q2: 1,699 shares; 2025Q3: 2,314 shares 2,314 $799K 0.04% +615 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; 2023Q4: 2,545 shares; 2024Q1: 2,228 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares; 2024Q4: 1,725 shares; 2025Q1: 1,947 shares; 2025Q2: 1,861 shares; 2025Q3: 1,945 shares 1,945 $788K 0.04% +84 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares; 2025Q3: 3,490 shares 3,490 $787K 0.04% +888 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,366 shares; 2025Q3: 9,308 shares 9,308 $781K 0.04% +2,942 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,779 shares 2,779 $777K 0.04% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,791 shares; 2025Q3: 12,734 shares 12,734 $776K 0.04% +3,943 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares; 2025Q3: 2,226 shares 2,226 $759K 0.04% +882 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,067 shares; 2024Q1: 3,067 shares; 2024Q2: 3,067 shares; 2024Q3: 3,067 shares; 2024Q4: 3,067 shares; 2025Q1: 2,710 shares; 2025Q2: 2,631 shares; 2025Q3: 2,350 shares 2,350 $728K 0.04% -281 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,297 shares; 2024Q1: 1,240 shares; 2024Q2: 1,243 shares; 2024Q3: 1,243 shares; 2024Q4: 1,221 shares; 2025Q1: 1,358 shares; 2025Q2: 1,259 shares; 2025Q3: 1,279 shares 1,279 $728K 0.04% +20 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; 2023Q4: 8,672 shares; 2024Q1: 7,943 shares; 2024Q2: 7,975 shares; 2024Q3: 5,761 shares; 2024Q4: 5,867 shares; 2025Q1: 5,701 shares; 2025Q2: 5,190 shares; 2025Q3: 4,670 shares 4,670 $718K 0.04% -520 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,887 shares; 2025Q3: 30,808 shares 30,808 $678K 0.04% +8,921 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 1,917 shares 1,917 $676K 0.04% +1,235 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,814 shares; 2025Q3: 12,115 shares 12,115 $670K 0.04% +3,301 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,378 shares; 2025Q3: 7,626 shares 7,626 $647K 0.04% +2,248 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,410 shares; 2024Q1: 2,957 shares; 2024Q2: 2,763 shares; 2024Q3: 2,763 shares; 2024Q4: 2,589 shares; 2025Q1: 2,698 shares; 2025Q2: 2,571 shares; 2025Q3: 2,601 shares 2,601 $633K 0.03% +30 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,210 shares; 2025Q1: 4,116 shares; 2025Q2: 4,367 shares; 2025Q3: 4,714 shares 4,714 $631K 0.03% +347 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,193 shares; 2025Q3: 3,422 shares 3,422 $624K 0.03% +1,229 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; 2023Q4: 4,191 shares; 2024Q1: 4,068 shares; 2024Q2: 4,111 shares; 2024Q3: 4,111 shares; 2024Q4: 4,114 shares; 2025Q1: 4,106 shares; 2025Q2: 3,325 shares; 2025Q3: 4,316 shares 4,316 $624K 0.03% +991 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,833 shares; 2024Q1: 5,068 shares; 2024Q2: 5,872 shares; 2024Q3: 5,286 shares; 2024Q4: 6,195 shares; 2025Q1: 5,498 shares; 2025Q2: 5,553 shares; 2025Q3: 5,502 shares 5,502 $620K 0.03% -51 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,256 shares 16,256 $614K 0.03% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,704 shares 13,704 $612K 0.03% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,005 shares; 2025Q3: 40,441 shares 40,441 $610K 0.03% +8,436 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,917 shares; 2024Q1: 10,925 shares; 2024Q2: 10,958 shares; 2024Q3: 10,955 shares; 2024Q4: 10,974 shares; 2025Q1: 11,009 shares; 2025Q2: 11,242 shares; 2025Q3: 11,261 shares 11,261 $609K 0.03% +19 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,817 shares; 2024Q1: 3,046 shares; 2024Q2: 2,501 shares; 2024Q3: 1,949 shares; 2024Q4: 2,034 shares; 2025Q1: 1,973 shares; 2025Q2: 1,858 shares; 2025Q3: 2,162 shares 2,162 $608K 0.03% +304 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,905 shares 1,905 $568K 0.03% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,804 shares; 2025Q3: 14,226 shares 14,226 $561K 0.03% +5,422 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059 shares; 2025Q3: 1,861 shares 1,861 $560K 0.03% +802 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 492 shares; 2025Q3: 894 shares 894 $550K 0.03% +402 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares; 2025Q3: 2,301 shares 2,301 $543K 0.03% +1,201 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,000 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,806 shares; 2025Q3: 1,796 shares 1,796 $538K 0.03% -10 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; 2023Q4: 30,875 shares; 2024Q1: 30,875 shares; 2024Q2: 30,875 shares; 2024Q3: 30,875 shares; 2024Q4: 30,875 shares; 2025Q1: 30,875 shares; 2025Q2: 31,789 shares; 2025Q3: 31,168 shares 31,168 $535K 0.03% -621 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,304 shares 16,304 $535K 0.03% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,580 shares; 2025Q3: 7,880 shares 7,880 $530K 0.03% -700 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 10,686 shares; 2024Q1: 10,191 shares; 2024Q2: 9,670 shares; 2024Q3: 7,095 shares; 2024Q4: 6,978 shares; 2025Q1: 7,177 shares; 2025Q2: 6,831 shares; 2025Q3: 7,114 shares 7,114 $529K 0.03% +283 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 2,150 shares; 2024Q1: 2,151 shares; 2024Q2: 2,153 shares; 2024Q3: 1,162 shares; 2024Q4: 1,146 shares; 2025Q1: 1,105 shares; 2025Q2: 1,100 shares; 2025Q3: 1,106 shares 1,106 $528K 0.03% +6 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,944 shares; 2025Q3: 2,565 shares 2,565 $526K 0.03% +621 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,595 shares; 2025Q3: 4,621 shares 4,621 $523K 0.03% +2,026 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,535 shares; 2025Q3: 6,983 shares 6,983 $519K 0.03% +3,448 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,487 shares; 2025Q3: 1,905 shares 1,905 $518K 0.03% +418 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,501 shares 3,501 $510K 0.03% new 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; 2023Q4: 3,153 shares; 2024Q1: 2,661 shares; 2024Q2: 2,664 shares; 2024Q3: 2,664 shares; 2024Q4: 2,730 shares; 2025Q1: 2,980 shares; 2025Q2: 3,598 shares; 2025Q3: 2,572 shares 2,572 $510K 0.03% -1,026 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,152 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares 2,202 $510K 0.03% 0 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; 2023Q4: 785 shares; 2024Q1: 773 shares; 2024Q2: 758 shares; 2024Q3: 608 shares; 2024Q4: 643 shares; 2025Q1: 630 shares; 2025Q2: 883 shares; 2025Q3: 534 shares 534 $494K 0.03% -349 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares; 2025Q3: 1,747 shares 1,747 $493K 0.03% +812 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,933 shares; 2025Q3: 6,461 shares 6,461 $492K 0.03% +1,528 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,012 shares; 2025Q3: 9,029 shares 9,029 $490K 0.03% +4,017 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,392 shares 1,392 $488K 0.03% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 590 shares 590 $487K 0.03% +188 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; 2023Q4: 741 shares; 2024Q1: 713 shares; 2024Q2: 717 shares; 2024Q3: 630 shares; 2024Q4: 688 shares; 2025Q1: 662 shares; 2025Q2: 586 shares; 2025Q3: 598 shares 598 $476K 0.03% +12 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,469 shares 2,469 $472K 0.03% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,675 shares; 2024Q1: 5,526 shares; 2024Q2: 5,535 shares; 2024Q3: 3,917 shares; 2024Q4: 4,022 shares; 2025Q1: 4,122 shares; 2025Q2: 3,631 shares; 2025Q3: 3,511 shares 3,511 $470K 0.03% -120 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,202 shares 6,202 $469K 0.03% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares; 2025Q2: 1,214 shares; 2025Q3: 1,044 shares 1,044 $464K 0.03% -170 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,792 shares; 2024Q1: 1,699 shares; 2024Q2: 1,731 shares; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares; 2025Q3: 1,527 shares 1,527 $464K 0.03% -18 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,015 shares 1,015 $463K 0.03% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,254 shares; 2024Q1: 2,708 shares; 2024Q2: 2,712 shares; 2024Q3: 2,132 shares; 2024Q4: 2,169 shares; 2025Q1: 2,252 shares; 2025Q2: 2,137 shares; 2025Q3: 951 shares 951 $461K 0.03% -1,186 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,393 shares 11,393 $461K 0.03% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,108 shares; 2025Q2: 2,106 shares; 2025Q3: 2,126 shares 2,126 $456K 0.03% +20 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 2,029 shares; 2025Q3: 2,233 shares 2,233 $455K 0.03% +204 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 881 shares 881 $453K 0.02% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,869 shares; 2025Q3: 5,361 shares 5,361 $442K 0.02% +1,492 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,110 shares 4,110 $439K 0.02% new 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; 2023Q4: 13,510 shares; 2024Q1: 13,510 shares; 2024Q2: 13,587 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,157 shares; 2025Q3: 6,909 shares 6,909 $438K 0.02% +1,752 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; 2023Q4: not reported; 2024Q1: 1,592 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,231 shares; 2025Q3: 1,231 shares 1,231 $438K 0.02% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares; 2025Q3: 2,028 shares 2,028 $432K 0.02% +854 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares; 2025Q3: 4,424 shares 4,424 $422K 0.02% +1,206 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares 900 $417K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,247 shares; 2024Q1: 4,247 shares; 2024Q2: 4,247 shares; 2024Q3: 4,247 shares; 2024Q4: 1,932 shares; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares; 2025Q3: 1,915 shares 1,915 $413K 0.02% +18 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,377 shares; 2025Q3: 47,052 shares 47,052 $410K 0.02% +27,675 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,309 shares; 2024Q1: 3,995 shares; 2024Q2: 3,935 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares; 2025Q3: 2,997 shares 2,997 $408K 0.02% +827 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares; 2025Q3: 712 shares 712 $404K 0.02% +207 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 518 shares; 2025Q2: 345 shares; 2025Q3: 345 shares 345 $402K 0.02% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,304 shares 3,304 $401K 0.02% new 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; 2023Q4: 1,463 shares; 2024Q1: 1,348 shares; 2024Q2: 1,241 shares; 2024Q3: 780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares; 2025Q3: 614 shares 614 $399K 0.02% -47 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,050 shares; 2024Q1: 3,050 shares; 2024Q2: 3,050 shares; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares 2,800 $396K 0.02% 0 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; 2023Q4: 1,571 shares; 2024Q1: 1,643 shares; 2024Q2: 1,663 shares; 2024Q3: 1,578 shares; 2024Q4: 1,529 shares; 2025Q1: 1,586 shares; 2025Q2: 1,575 shares; 2025Q3: 1,553 shares 1,553 $390K 0.02% -22 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 2,390 shares; 2024Q2: 2,390 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 4,087 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares 3,206 $387K 0.02% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,721 shares; 2025Q3: 10,719 shares 10,719 $382K 0.02% +4,998 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,454 shares; 2025Q3: 7,056 shares 7,056 $382K 0.02% +602 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,568 shares 8,568 $377K 0.02% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares; 2025Q3: 2,779 shares 2,779 $373K 0.02% +484 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 6,645 shares; 2024Q2: 6,645 shares; 2024Q3: 6,645 shares; 2024Q4: 6,645 shares; 2025Q1: 9,790 shares; 2025Q2: 5,440 shares; 2025Q3: 5,440 shares 5,440 $366K 0.02% 0 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares; 2025Q3: 4,374 shares 4,374 $365K 0.02% +1,051 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,760 shares; 2025Q3: 3,632 shares 3,632 $363K 0.02% +872 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,572 shares 2,572 $361K 0.02% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 1,912 shares 1,912 $355K 0.02% +542 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,428 shares 1,428 $352K 0.02% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 1,347 shares 1,347 $350K 0.02% +393 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,546 shares; 2025Q1: not reported; 2025Q2: 2,353 shares; 2025Q3: 2,374 shares 2,374 $338K 0.02% +21 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares 1,586 $337K 0.02% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares 6,000 $334K 0.02% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,732 shares; 2025Q3: 3,923 shares 3,923 $331K 0.02% +1,191 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares 485 $331K 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,760 shares 2,760 $331K 0.02% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares 2,654 $328K 0.02% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,211 shares 9,211 $325K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,487 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,922 shares; 2025Q3: 2,294 shares 2,294 $325K 0.02% +372 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 704 shares; 2024Q2: not reported; 2024Q3: 731 shares; 2024Q4: 798 shares; 2025Q1: 934 shares; 2025Q2: 1,331 shares; 2025Q3: 1,370 shares 1,370 $325K 0.02% +39 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,640 shares 8,640 $323K 0.02% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,589 shares 1,589 $323K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 759 shares 759 $321K 0.02% new 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; 2023Q4: 24,969 shares; 2024Q1: 24,973 shares; 2024Q2: 25,025 shares; 2024Q3: 3,776 shares; 2024Q4: 3,776 shares; 2025Q1: 4,821 shares; 2025Q2: 4,751 shares; 2025Q3: 4,800 shares 4,800 $318K 0.02% +49 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,865 shares; 2024Q1: 1,850 shares; 2024Q2: 1,854 shares; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,860 shares 1,860 $318K 0.02% +10 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,813 shares 1,813 $317K 0.02% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,996 shares; 2025Q3: 10,301 shares 10,301 $316K 0.02% +2,305 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,179 shares 2,179 $312K 0.02% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,314 shares 7,314 $311K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,383 shares 1,383 $311K 0.02% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,872 shares; 2025Q3: 5,320 shares 5,320 $306K 0.02% +1,448 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,537 shares; 2025Q3: 978 shares 978 $304K 0.02% -559 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 56 shares 56 $302K 0.02% +3 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,221 shares 1,221 $301K 0.02% new 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; 2023Q4: 4,875 shares; 2024Q1: 4,815 shares; 2024Q2: 4,836 shares; 2024Q3: 4,158 shares; 2024Q4: 4,196 shares; 2025Q1: 4,175 shares; 2025Q2: 4,200 shares; 2025Q3: 1,425 shares 1,425 $300K 0.02% -2,775 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,323 shares 2,323 $299K 0.02% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 702 shares 702 $299K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000 $297K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,378 shares; 2025Q3: 7,502 shares 7,502 $294K 0.02% +1,124 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,104 shares 3,104 $291K 0.02% new Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,069 shares 6,069 $291K 0.02% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,358 shares 8,358 $290K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 2,625 shares; 2025Q3: 2,680 shares 2,680 $289K 0.02% +55 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,556 shares 12,556 $288K 0.02% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,416 shares 3,416 $288K 0.02% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,063 shares 10,063 $288K 0.02% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares 510 $287K 0.02% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,207 shares 6,207 $286K 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,817 shares; 2025Q3: 5,021 shares 5,021 $285K 0.02% +204 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,366 shares 9,366 $285K 0.02% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 5,300 shares; 2024Q1: 5,300 shares; 2024Q2: 4,715 shares; 2024Q3: 2,356 shares; 2024Q4: 2,356 shares; 2025Q1: 2,359 shares; 2025Q2: 2,392 shares; 2025Q3: 2,539 shares 2,539 $284K 0.02% +147 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,294 shares 2,294 $281K 0.02% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,456 shares 2,456 $276K 0.02% new 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; 2023Q4: 2,141 shares; 2024Q1: 2,136 shares; 2024Q2: 2,058 shares; 2024Q3: 1,730 shares; 2024Q4: 1,793 shares; 2025Q1: 1,886 shares; 2025Q2: 1,870 shares; 2025Q3: 1,160 shares 1,160 $274K 0.02% -710 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 942 shares 942 $272K 0.02% new 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; 2023Q4: 35,380 shares; 2024Q1: 35,380 shares; 2024Q2: 35,489 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,232 shares 5,232 $270K 0.01% new 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; 2023Q4: 6,845 shares; 2024Q1: 6,760 shares; 2024Q2: 6,760 shares; 2024Q3: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares; 2025Q3: 6,260 shares 6,260 $269K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,715 shares; 2024Q1: 1,531 shares; 2024Q2: 1,503 shares; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,452 shares; 2025Q2: 1,440 shares; 2025Q3: 1,462 shares 1,462 $269K 0.01% +22 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,676 shares 4,676 $268K 0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,504 shares; 2024Q2: 1,504 shares; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,374 shares; 2025Q3: 1,374 shares 1,374 $267K 0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,223 shares 1,223 $267K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,568 shares 2,568 $265K 0.01% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,358 shares 2,358 $265K 0.01% new Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,161 shares 2,161 $261K 0.01% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,344 shares 3,344 $260K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,543 shares; 2025Q3: 2,437 shares 2,437 $260K 0.01% -106 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,448 shares 1,448 $258K 0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,348 shares 3,348 $254K 0.01% new Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,420 shares 4,420 $253K 0.01% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,061 shares 2,061 $252K 0.01% new Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,008 shares 3,008 $252K 0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares 601 $252K 0.01% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,585 shares 5,585 $252K 0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,097 shares 2,097 $252K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,271 shares 2,271 $252K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,214 shares 10,214 $251K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,799 shares 2,799 $248K 0.01% new Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,561 shares 5,561 $248K 0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,440 shares 2,440 $247K 0.01% new Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares 4,000 $246K 0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 11,607 shares; 2024Q1: 7,348 shares; 2024Q2: 6,856 shares; 2024Q3: 6,820 shares; 2024Q4: not reported; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares; 2025Q3: 6,475 shares 6,475 $246K 0.01% -65 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,431 shares 2,431 $243K 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,559 shares 4,559 $242K 0.01% new 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; 2023Q4: not reported; 2024Q1: 1,248 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: 1,257 shares 1,257 $242K 0.01% +9 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; 2023Q4: 9,740 shares; 2024Q1: 9,740 shares; 2024Q2: 9,740 shares; 2024Q3: 8,740 shares; 2024Q4: 9,081 shares; 2025Q1: 8,740 shares; 2025Q2: 7,740 shares; 2025Q3: 7,740 shares 7,740 $242K 0.01% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares 1,049 $241K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares; 2025Q3: 1,498 shares 1,498 $241K 0.01% +266 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 4,406 shares; 2024Q1: 3,820 shares; 2024Q2: 3,805 shares; 2024Q3: 3,794 shares; 2024Q4: 5,815 shares; 2025Q1: 3,841 shares; 2025Q2: 3,442 shares; 2025Q3: 3,557 shares 3,557 $240K 0.01% +115 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 774 shares; 2024Q4: 796 shares; 2025Q1: 781 shares; 2025Q2: 820 shares; 2025Q3: 849 shares 849 $236K 0.01% +29 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares 1,385 $235K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: 1,395 shares; 2024Q2: 1,731 shares; 2024Q3: 1,467 shares; 2024Q4: 1,457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares 1,396 $232K 0.01% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,073 shares; 2025Q3: 1,073 shares 1,073 $232K 0.01% 0 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,837 shares 1,837 $230K 0.01% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,627 shares 6,627 $230K 0.01% new 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 817 shares 817 $228K 0.01% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,195 shares 1,195 $226K 0.01% new Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 3,445 shares; 2024Q1: 3,445 shares; 2024Q2: 3,445 shares; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,254 shares; 2025Q2: 3,033 shares; 2025Q3: 3,039 shares 3,039 $223K 0.01% +6 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,403 shares 10,403 $223K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares 1,870 $222K 0.01% new Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,473 shares 5,473 $221K 0.01% new Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,556 shares 1,556 $220K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 51 shares 51 $219K 0.01% new Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares 500 $219K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,249 shares 2,249 $217K 0.01% -153 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 666 shares 666 $214K 0.01% new 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; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,010 shares; 2024Q3: 1,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,044 shares 1,044 $214K 0.01% -55 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,816 shares 2,816 $212K 0.01% new Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,667 shares 1,667 $212K 0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,738 shares; 2025Q3: 3,969 shares 3,969 $211K 0.01% -769 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 448 shares 448 $210K 0.01% new Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 379 shares 379 $206K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,601 shares 1,601 $205K 0.01% new Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: 1,267 shares; 2024Q1: 1,267 shares; 2024Q2: 1,267 shares; 2024Q3: 1,219 shares; 2024Q4: 1,219 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,219 shares 1,219 $204K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,273 shares 1,273 $202K 0.01% 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; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,110 shares 2,110 $200K 0.01% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,968 shares; 2025Q3: 14,874 shares 14,874 $189K 0.01% +3,906 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,761 shares 12,761 $139K 0.01% new Timeline OSTX OS THERAPIES INCORPORATED More: the full row for OS THERAPIES INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,220 shares; 2025Q3: 10,220 shares 10,220 $20K <0.01% 0 Timeline