UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 109,290 shares; 2024Q3: 102,277 shares; 2024Q4: 99,472 shares; 2025Q1: 88,923 shares; 2025Q2: 92,182 shares; 2025Q3: 89,272 shares 89,272 $8.32M 2.93% -2,910 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: not loaded; 2024Q1: not loaded; 2024Q2: 14,134 shares; 2024Q3: 14,458 shares; 2024Q4: 14,640 shares; 2025Q1: 15,606 shares; 2025Q2: 15,949 shares; 2025Q3: 16,041 shares 16,041 $8.25M 2.91% +92 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 loaded; 2024Q1: not loaded; 2024Q2: 39,015 shares; 2024Q3: 39,007 shares; 2024Q4: 39,065 shares; 2025Q1: 39,135 shares; 2025Q2: 29,802 shares; 2025Q3: 28,887 shares 28,887 $7.67M 2.7% -915 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 83,215 shares; 2024Q3: 84,830 shares; 2024Q4: 85,687 shares; 2025Q1: not reported; 2025Q2: 86,556 shares; 2025Q3: 80,622 shares 80,622 $6.46M 2.28% -5,934 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: not loaded; 2024Q1: not loaded; 2024Q2: 12,434 shares; 2024Q3: 12,528 shares; 2024Q4: 12,305 shares; 2025Q1: 12,362 shares; 2025Q2: 12,434 shares; 2025Q3: 12,542 shares 12,542 $6.12M 2.15% +108 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: not loaded; 2024Q1: not loaded; 2024Q2: 26,285 shares; 2024Q3: 26,597 shares; 2024Q4: 25,950 shares; 2025Q1: 23,528 shares; 2025Q2: 19,806 shares; 2025Q3: 19,924 shares 19,924 $5.38M 1.9% +118 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 49,288 shares; 2024Q3: 50,097 shares; 2024Q4: 55,092 shares; 2025Q1: 58,181 shares; 2025Q2: 62,920 shares; 2025Q3: 78,586 shares 78,586 $4.74M 1.67% +15,666 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 49,053 shares; 2024Q3: 60,150 shares; 2024Q4: 51,776 shares; 2025Q1: 45,311 shares; 2025Q2: 38,832 shares; 2025Q3: 45,560 shares 45,560 $4.55M 1.6% +6,728 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 loaded; 2024Q1: not loaded; 2024Q2: 28,485 shares; 2024Q3: 28,131 shares; 2024Q4: 30,083 shares; 2025Q1: 31,785 shares; 2025Q2: 30,033 shares; 2025Q3: 31,318 shares 31,318 $3.86M 1.36% +1,285 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 99,822 shares; 2024Q3: 91,778 shares; 2024Q4: 101,035 shares; 2025Q1: 125,958 shares; 2025Q2: 130,658 shares; 2025Q3: 135,407 shares 135,407 $3.73M 1.31% +4,749 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares 5 $3.66M 1.29% 0 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 loaded; 2024Q1: not loaded; 2024Q2: 13,867 shares; 2024Q3: 14,307 shares; 2024Q4: 15,898 shares; 2025Q1: 17,847 shares; 2025Q2: 20,387 shares; 2025Q3: 18,759 shares 18,759 $3.65M 1.29% -1,628 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 56,161 shares; 2024Q3: 55,946 shares; 2024Q4: 55,195 shares; 2025Q1: 56,442 shares; 2025Q2: 57,122 shares; 2025Q3: 58,415 shares 58,415 $3.55M 1.25% +1,293 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,238 shares; 2024Q3: 12,307 shares; 2024Q4: 12,736 shares; 2025Q1: 13,005 shares; 2025Q2: 13,411 shares; 2025Q3: 12,349 shares 12,349 $3.43M 1.21% -1,062 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 68,683 shares; 2024Q3: 83,760 shares; 2024Q4: 80,879 shares; 2025Q1: 77,425 shares; 2025Q2: 75,850 shares; 2025Q3: 71,218 shares 71,218 $3.32M 1.17% -4,632 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 7,515 shares; 2024Q3: 7,765 shares; 2024Q4: 8,736 shares; 2025Q1: 11,189 shares; 2025Q2: 14,416 shares; 2025Q3: 15,899 shares 15,899 $3.3M 1.16% +1,483 Timeline TOGA MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 39,185 shares; 2024Q4: 81,001 shares; 2025Q1: 91,367 shares; 2025Q2: 99,822 shares; 2025Q3: 95,429 shares 95,429 $3.23M 1.14% -4,393 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 14,612 shares; 2024Q3: 36,808 shares; 2024Q4: 42,932 shares; 2025Q1: 32,745 shares; 2025Q2: 52,927 shares; 2025Q3: 46,444 shares 46,444 $3.16M 1.11% -6,483 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: not loaded; 2024Q1: not loaded; 2024Q2: 11,723 shares; 2024Q3: 11,811 shares; 2024Q4: 10,005 shares; 2025Q1: 10,114 shares; 2025Q2: 8,683 shares; 2025Q3: 8,835 shares 8,835 $3.11M 1.1% +152 Timeline JNK 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 loaded; 2024Q1: not loaded; 2024Q2: 33,906 shares; 2024Q3: 34,540 shares; 2024Q4: 34,880 shares; 2025Q1: not reported; 2025Q2: 34,646 shares; 2025Q3: 31,641 shares 31,641 $3.06M 1.08% -3,005 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: not loaded; 2024Q1: not loaded; 2024Q2: 8,252 shares; 2024Q3: 8,766 shares; 2024Q4: 8,523 shares; 2025Q1: 9,318 shares; 2025Q2: 9,383 shares; 2025Q3: 9,702 shares 9,702 $3M 1.06% +319 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 27,714 shares; 2024Q3: 26,561 shares; 2024Q4: 27,493 shares; 2025Q1: 29,305 shares; 2025Q2: 28,816 shares; 2025Q3: 28,933 shares 28,933 $2.62M 0.92% +117 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: not loaded; 2024Q1: not loaded; 2024Q2: 14,384 shares; 2024Q3: 8,410 shares; 2024Q4: 8,404 shares; 2025Q1: 15,435 shares; 2025Q2: 35,209 shares; 2025Q3: 38,384 shares 38,384 $2.59M 0.91% +3,175 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: not loaded; 2024Q1: not loaded; 2024Q2: 16,177 shares; 2024Q3: 16,205 shares; 2024Q4: 16,129 shares; 2025Q1: 16,153 shares; 2025Q2: 16,166 shares; 2025Q3: 16,146 shares 16,146 $2.57M 0.91% -20 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: not loaded; 2024Q1: not loaded; 2024Q2: 7,093 shares; 2024Q3: 6,127 shares; 2024Q4: 5,947 shares; 2025Q1: 5,866 shares; 2025Q2: 3,399 shares; 2025Q3: 3,753 shares 3,753 $2.55M 0.9% +354 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 loaded; 2024Q1: not loaded; 2024Q2: 8,816 shares; 2024Q3: 9,954 shares; 2024Q4: 12,131 shares; 2025Q1: 12,600 shares; 2025Q2: 13,154 shares; 2025Q3: 13,169 shares 13,169 $2.46M 0.87% +15 Timeline SCHZ 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 loaded; 2024Q1: not loaded; 2024Q2: 51,160 shares; 2024Q3: 118,247 shares; 2024Q4: 111,738 shares; 2025Q1: 114,881 shares; 2025Q2: 112,161 shares; 2025Q3: 102,545 shares 102,545 $2.4M 0.85% -9,616 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: not loaded; 2024Q1: not loaded; 2024Q2: 9,659 shares; 2024Q3: 13,008 shares; 2024Q4: 12,708 shares; 2025Q1: 11,347 shares; 2025Q2: 10,899 shares; 2025Q3: 9,663 shares 9,663 $2.4M 0.84% -1,236 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25,764 shares; 2025Q1: 43,173 shares; 2025Q2: 26,976 shares; 2025Q3: 47,293 shares 47,293 $2.37M 0.83% +20,317 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 51,237 shares; 2024Q3: 45,716 shares; 2024Q4: 54,588 shares; 2025Q1: 48,024 shares; 2025Q2: 26,500 shares; 2025Q3: 29,616 shares 29,616 $2.35M 0.83% +3,116 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 53,238 shares; 2024Q3: 43,042 shares; 2024Q4: 65,475 shares; 2025Q1: 63,199 shares; 2025Q2: 64,098 shares; 2025Q3: 64,802 shares 64,802 $2.14M 0.75% +704 Timeline NPFI NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,646 shares 79,646 $2.09M 0.74% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,180 shares; 2024Q3: 2,442 shares; 2024Q4: 2,375 shares; 2025Q1: 3,517 shares; 2025Q2: 3,778 shares; 2025Q3: 6,015 shares 6,015 $2.05M 0.72% +2,237 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: not loaded; 2024Q1: not loaded; 2024Q2: 9,501 shares; 2024Q3: 10,841 shares; 2024Q4: 11,237 shares; 2025Q1: 11,747 shares; 2025Q2: 12,395 shares; 2025Q3: 12,716 shares 12,716 $1.95M 0.69% +321 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,494 shares; 2025Q2: 38,489 shares; 2025Q3: 45,019 shares 45,019 $1.91M 0.67% +6,530 Timeline XBB BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,994 shares; 2025Q3: 46,240 shares 46,240 $1.89M 0.66% +2,246 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 19,933 shares; 2024Q3: 19,941 shares; 2024Q4: 19,177 shares; 2025Q1: 19,007 shares; 2025Q2: 19,008 shares; 2025Q3: 18,623 shares 18,623 $1.87M 0.66% -385 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: not loaded; 2024Q1: not loaded; 2024Q2: 3,189 shares; 2024Q3: 3,223 shares; 2024Q4: 3,309 shares; 2025Q1: 3,348 shares; 2025Q2: 3,368 shares; 2025Q3: 3,342 shares 3,342 $1.85M 0.65% -26 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 loaded; 2024Q1: not loaded; 2024Q2: 6,618 shares; 2024Q3: 6,772 shares; 2024Q4: 6,781 shares; 2025Q1: 7,030 shares; 2025Q2: 7,297 shares; 2025Q3: 7,568 shares 7,568 $1.84M 0.65% +271 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: not loaded; 2024Q1: not loaded; 2024Q2: 3,972 shares; 2024Q3: 4,171 shares; 2024Q4: 5,491 shares; 2025Q1: 7,875 shares; 2025Q2: 8,088 shares; 2025Q3: 8,949 shares 8,949 $1.76M 0.62% +861 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,772 shares; 2025Q3: 45,810 shares 45,810 $1.76M 0.62% +4,038 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: not loaded; 2024Q1: not loaded; 2024Q2: 6,105 shares; 2024Q3: 6,190 shares; 2024Q4: 6,003 shares; 2025Q1: 6,035 shares; 2025Q2: 6,049 shares; 2025Q3: 5,938 shares 5,938 $1.75M 0.61% -111 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 54,528 shares; 2024Q3: 60,681 shares; 2024Q4: 58,802 shares; 2025Q1: 75,641 shares; 2025Q2: 74,435 shares; 2025Q3: 74,435 shares 74,435 $1.73M 0.61% 0 WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 24,611 shares; 2024Q3: 21,924 shares; 2024Q4: 20,449 shares; 2025Q1: 20,461 shares; 2025Q2: 16,965 shares; 2025Q3: 16,737 shares 16,737 $1.71M 0.6% -228 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,843 shares 65,843 $1.69M 0.59% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,699 shares; 2024Q3: 17,504 shares; 2024Q4: 17,746 shares; 2025Q1: 19,086 shares; 2025Q2: 14,822 shares; 2025Q3: 15,145 shares 15,145 $1.69M 0.59% +323 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,254 shares; 2025Q3: 45,592 shares 45,592 $1.64M 0.58% +26,338 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 1,234 shares; 2025Q2: 1,385 shares; 2025Q3: 1,801 shares 1,801 $1.63M 0.58% +416 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: not loaded; 2024Q1: not loaded; 2024Q2: 13,822 shares; 2024Q3: 13,957 shares; 2024Q4: 13,594 shares; 2025Q1: 13,721 shares; 2025Q2: 13,776 shares; 2025Q3: 12,910 shares 12,910 $1.62M 0.57% -866 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,374 shares; 2024Q3: 6,217 shares; 2024Q4: 7,129 shares; 2025Q1: 8,964 shares; 2025Q2: 9,008 shares; 2025Q3: 8,773 shares 8,773 $1.62M 0.57% -235 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 10,249 shares; 2024Q4: 11,655 shares; 2025Q1: 11,806 shares; 2025Q2: 11,967 shares; 2025Q3: 11,838 shares 11,838 $1.62M 0.57% -129 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,801 shares; 2025Q2: 12,238 shares; 2025Q3: 26,913 shares 26,913 $1.6M 0.56% +14,675 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 36,531 shares; 2024Q3: 43,337 shares; 2024Q4: 43,843 shares; 2025Q1: 44,417 shares; 2025Q2: 48,845 shares; 2025Q3: 52,977 shares 52,977 $1.6M 0.56% +4,132 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 15,225 shares; 2024Q4: 30,947 shares; 2025Q1: 34,692 shares; 2025Q2: 37,940 shares; 2025Q3: 30,647 shares 30,647 $1.58M 0.56% -7,293 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,386 shares; 2024Q3: 4,562 shares; 2024Q4: 4,376 shares; 2025Q1: 4,384 shares; 2025Q2: 4,414 shares; 2025Q3: 4,365 shares 4,365 $1.57M 0.55% -49 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 31,265 shares; 2024Q3: 23,246 shares; 2024Q4: 15,283 shares; 2025Q1: 10,392 shares; 2025Q2: 10,215 shares; 2025Q3: 9,806 shares 9,806 $1.53M 0.54% -409 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,298 shares; 2024Q3: 12,096 shares; 2024Q4: 11,962 shares; 2025Q1: 11,869 shares; 2025Q2: 12,176 shares; 2025Q3: 12,250 shares 12,250 $1.52M 0.54% +74 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,446 shares; 2024Q3: 14,669 shares; 2024Q4: 15,149 shares; 2025Q1: 13,568 shares; 2025Q2: 14,919 shares; 2025Q3: 15,866 shares 15,866 $1.51M 0.53% +947 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: not loaded; 2024Q1: not loaded; 2024Q2: 8,958 shares; 2024Q3: 8,409 shares; 2024Q4: 6,905 shares; 2025Q1: 5,946 shares; 2025Q2: 6,202 shares; 2025Q3: 5,931 shares 5,931 $1.48M 0.52% -271 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: not loaded; 2024Q1: not loaded; 2024Q2: 4,482 shares; 2024Q3: 4,598 shares; 2024Q4: 4,856 shares; 2025Q1: 4,906 shares; 2025Q2: 4,571 shares; 2025Q3: 4,247 shares 4,247 $1.45M 0.51% -324 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,720 shares; 2024Q3: 12,005 shares; 2024Q4: 12,146 shares; 2025Q1: 15,424 shares; 2025Q2: 15,739 shares; 2025Q3: 18,092 shares 18,092 $1.44M 0.51% +2,353 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 10,200 shares; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares; 2025Q1: 15,365 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares 10,425 $1.43M 0.5% 0 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 loaded; 2024Q1: not loaded; 2024Q2: 3,665 shares; 2024Q3: 3,775 shares; 2024Q4: 4,019 shares; 2025Q1: 4,061 shares; 2025Q2: 4,162 shares; 2025Q3: 4,143 shares 4,143 $1.42M 0.5% -19 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 loaded; 2024Q1: not loaded; 2024Q2: 6,394 shares; 2024Q3: 6,402 shares; 2024Q4: 6,438 shares; 2025Q1: 6,518 shares; 2025Q2: 6,683 shares; 2025Q3: 6,508 shares 6,508 $1.41M 0.49% -175 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,367 shares; 2025Q2: 4,682 shares; 2025Q3: 4,756 shares 4,756 $1.4M 0.49% +74 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: not loaded; 2024Q1: not loaded; 2024Q2: 8,832 shares; 2024Q3: 9,082 shares; 2024Q4: 9,089 shares; 2025Q1: 9,411 shares; 2025Q2: 9,630 shares; 2025Q3: 9,547 shares 9,547 $1.36M 0.48% -83 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 25,860 shares; 2024Q4: 26,490 shares; 2025Q1: 28,993 shares; 2025Q2: 28,841 shares; 2025Q3: 30,549 shares 30,549 $1.35M 0.48% +1,708 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,235 shares; 2024Q3: 3,397 shares; 2024Q4: 3,355 shares; 2025Q1: 3,606 shares; 2025Q2: 3,612 shares; 2025Q3: 3,537 shares 3,537 $1.34M 0.47% -75 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,757 shares; 2024Q3: 14,320 shares; 2024Q4: 13,769 shares; 2025Q1: 13,840 shares; 2025Q2: 13,557 shares; 2025Q3: 16,159 shares 16,159 $1.32M 0.46% +2,602 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 10,491 shares; 2024Q3: 14,307 shares; 2024Q4: 19,746 shares; 2025Q1: 26,038 shares; 2025Q2: 28,321 shares; 2025Q3: 27,277 shares 27,277 $1.32M 0.46% -1,044 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 14,167 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,787 shares; 2025Q3: 25,933 shares 25,933 $1.29M 0.45% -9,854 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,353 shares; 2025Q3: 24,399 shares 24,399 $1.26M 0.44% +3,046 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 38,963 shares; 2024Q3: 38,963 shares; 2024Q4: 54,564 shares; 2025Q1: 59,142 shares; 2025Q2: 58,474 shares; 2025Q3: 55,070 shares 55,070 $1.26M 0.44% -3,404 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 18,720 shares; 2024Q3: 27,640 shares; 2024Q4: 29,974 shares; 2025Q1: 35,997 shares; 2025Q2: 35,997 shares; 2025Q3: 35,997 shares 35,997 $1.24M 0.44% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 44,089 shares; 2024Q3: 44,491 shares; 2024Q4: 43,277 shares; 2025Q1: 43,928 shares; 2025Q2: 44,059 shares; 2025Q3: 43,905 shares 43,905 $1.2M 0.42% -154 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 792 shares; 2024Q4: 968 shares; 2025Q1: 1,048 shares; 2025Q2: 1,092 shares; 2025Q3: 1,146 shares 1,146 $1.18M 0.42% +54 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,389 shares; 2024Q3: 16,856 shares; 2024Q4: 17,521 shares; 2025Q1: 19,224 shares; 2025Q2: 20,796 shares; 2025Q3: 22,227 shares 22,227 $1.18M 0.42% +1,431 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 42,558 shares; 2024Q3: 39,669 shares; 2024Q4: 37,985 shares; 2025Q1: 36,996 shares; 2025Q2: 33,847 shares; 2025Q3: 25,354 shares 25,354 $1.18M 0.41% -8,493 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 loaded; 2024Q1: not loaded; 2024Q2: 2,366 shares; 2024Q3: 1,589 shares; 2024Q4: 2,671 shares; 2025Q1: 2,816 shares; 2025Q2: 3,495 shares; 2025Q3: 5,854 shares 5,854 $1.16M 0.41% +2,359 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: not loaded; 2024Q1: not loaded; 2024Q2: 8,851 shares; 2024Q3: 8,471 shares; 2024Q4: 9,138 shares; 2025Q1: 9,876 shares; 2025Q2: 9,895 shares; 2025Q3: 9,803 shares 9,803 $1.12M 0.39% -92 Timeline XCCC BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 14,468 shares; 2024Q4: 43,188 shares; 2025Q1: 28,350 shares; 2025Q2: 28,935 shares; 2025Q3: 29,225 shares 29,225 $1.11M 0.39% +290 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,945 shares; 2024Q3: 2,981 shares; 2024Q4: 2,861 shares; 2025Q1: 2,874 shares; 2025Q2: 2,797 shares; 2025Q3: 2,768 shares 2,768 $1.09M 0.38% -29 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 53,411 shares; 2024Q3: 64,655 shares; 2024Q4: 84,881 shares; 2025Q1: 90,825 shares; 2025Q2: 92,619 shares; 2025Q3: 96,806 shares 96,806 $1.08M 0.38% +4,187 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,386 shares; 2025Q2: 23,801 shares; 2025Q3: 23,114 shares 23,114 $1.08M 0.38% -687 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,520 shares; 2025Q3: 21,340 shares 21,340 $1.07M 0.38% -15,180 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 13,899 shares; 2024Q3: 17,846 shares; 2024Q4: 18,870 shares; 2025Q1: 20,439 shares; 2025Q2: 20,783 shares; 2025Q3: 21,789 shares 21,789 $1.07M 0.38% +1,006 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,385 shares; 2024Q3: 8,499 shares; 2024Q4: 8,187 shares; 2025Q1: 7,782 shares; 2025Q2: 7,293 shares; 2025Q3: 7,219 shares 7,219 $1.07M 0.38% -74 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 loaded; 2024Q1: not loaded; 2024Q2: 4,058 shares; 2024Q3: 4,034 shares; 2024Q4: 3,887 shares; 2025Q1: 3,870 shares; 2025Q2: 3,861 shares; 2025Q3: 3,816 shares 3,816 $1.06M 0.37% -45 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: not loaded; 2024Q1: not loaded; 2024Q2: 5,915 shares; 2024Q3: 6,717 shares; 2024Q4: 6,642 shares; 2025Q1: 6,773 shares; 2025Q2: 7,084 shares; 2025Q3: 7,359 shares 7,359 $1.05M 0.37% +275 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 29,195 shares; 2024Q3: 29,928 shares; 2024Q4: 37,065 shares; 2025Q1: 49,187 shares; 2025Q2: 49,187 shares; 2025Q3: 41,810 shares 41,810 $1.05M 0.37% -7,377 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 loaded; 2024Q1: not loaded; 2024Q2: 898 shares; 2024Q3: 1,014 shares; 2024Q4: 2,389 shares; 2025Q1: 3,428 shares; 2025Q2: 3,518 shares; 2025Q3: 4,159 shares 4,159 $1.05M 0.37% +641 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,500 shares; 2024Q3: 6,546 shares; 2024Q4: 7,322 shares; 2025Q1: 7,944 shares; 2025Q2: 8,419 shares; 2025Q3: 8,369 shares 8,369 $1.04M 0.37% -50 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: not loaded; 2024Q1: not loaded; 2024Q2: 5,705 shares; 2024Q3: 5,019 shares; 2024Q4: 5,039 shares; 2025Q1: 4,521 shares; 2025Q2: 4,658 shares; 2025Q3: 3,735 shares 3,735 $1.04M 0.37% -923 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,667 shares; 2025Q1: 2,764 shares; 2025Q2: 3,080 shares; 2025Q3: 12,019 shares 12,019 $1.03M 0.36% +8,939 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,974 shares; 2024Q3: 4,564 shares; 2024Q4: 5,171 shares; 2025Q1: 9,583 shares; 2025Q2: 9,713 shares; 2025Q3: 10,048 shares 10,048 $1.03M 0.36% +335 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: not loaded; 2024Q1: not loaded; 2024Q2: 3,487 shares; 2024Q3: 3,538 shares; 2024Q4: 3,404 shares; 2025Q1: 3,423 shares; 2025Q2: 3,448 shares; 2025Q3: 3,407 shares 3,407 $1.02M 0.36% -41 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,637 shares; 2025Q3: 15,777 shares 15,777 $1.01M 0.36% +8,140 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,090 shares; 2024Q3: 5,255 shares; 2024Q4: 5,097 shares; 2025Q1: 5,245 shares; 2025Q2: 5,375 shares; 2025Q3: 5,557 shares 5,557 $1M 0.35% +182 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,754 shares; 2024Q3: 9,221 shares; 2024Q4: 8,863 shares; 2025Q1: 8,757 shares; 2025Q2: 8,810 shares; 2025Q3: 8,718 shares 8,718 $975K 0.34% -92 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,371 shares; 2025Q2: 4,781 shares; 2025Q3: 9,329 shares 9,329 $966K 0.34% +4,548 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,644 shares; 2025Q1: 9,207 shares; 2025Q2: 9,256 shares; 2025Q3: 9,451 shares 9,451 $943K 0.33% +195 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,206 shares; 2024Q3: 2,241 shares; 2024Q4: 2,154 shares; 2025Q1: 2,173 shares; 2025Q2: 2,189 shares; 2025Q3: 2,167 shares 2,167 $938K 0.33% -22 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 loaded; 2024Q1: not loaded; 2024Q2: 16,518 shares; 2024Q3: 16,491 shares; 2024Q4: 10,168 shares; 2025Q1: 9,371 shares; 2025Q2: 5,942 shares; 2025Q3: 5,322 shares 5,322 $935K 0.33% -620 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 loaded; 2024Q1: not loaded; 2024Q2: 13,393 shares; 2024Q3: 15,552 shares; 2024Q4: 14,918 shares; 2025Q1: 16,074 shares; 2025Q2: 16,423 shares; 2025Q3: 13,584 shares 13,584 $908K 0.32% -2,839 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,966 shares; 2025Q3: 8,054 shares 8,054 $899K 0.32% +3,088 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,595 shares; 2024Q3: 11,561 shares; 2024Q4: 11,446 shares; 2025Q1: 12,986 shares; 2025Q2: 13,097 shares; 2025Q3: 8,690 shares 8,690 $878K 0.31% -4,407 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,262 shares; 2025Q3: 4,069 shares 4,069 $870K 0.31% +807 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,320 shares; 2025Q3: 1,382 shares 1,382 $867K 0.31% +62 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,992 shares; 2024Q3: 5,053 shares; 2024Q4: 4,872 shares; 2025Q1: 4,837 shares; 2025Q2: 4,864 shares; 2025Q3: 4,802 shares 4,802 $866K 0.31% -62 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,768 shares; 2024Q3: 1,789 shares; 2024Q4: 1,717 shares; 2025Q1: 1,730 shares; 2025Q2: 1,748 shares; 2025Q3: 1,730 shares 1,730 $864K 0.3% -18 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,814 shares; 2024Q3: 1,943 shares; 2024Q4: 4,823 shares; 2025Q1: 6,601 shares; 2025Q2: 6,758 shares; 2025Q3: 7,047 shares 7,047 $857K 0.3% +289 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 16,233 shares; 2024Q3: 19,655 shares; 2024Q4: 22,900 shares; 2025Q1: 30,220 shares; 2025Q2: 38,220 shares; 2025Q3: 32,398 shares 32,398 $849K 0.3% -5,822 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 2,818 shares; 2024Q3: 2,856 shares; 2024Q4: 2,648 shares; 2025Q1: 1,966 shares; 2025Q2: 1,985 shares; 2025Q3: 2,003 shares 2,003 $837K 0.29% +18 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 10,558 shares; 2024Q4: 7,601 shares; 2025Q1: 7,710 shares; 2025Q2: 8,913 shares; 2025Q3: 12,095 shares 12,095 $826K 0.29% +3,182 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: not loaded; 2024Q1: not loaded; 2024Q2: 3,518 shares; 2024Q3: 3,562 shares; 2024Q4: 3,417 shares; 2025Q1: 3,417 shares; 2025Q2: 3,440 shares; 2025Q3: 3,398 shares 3,398 $808K 0.28% -42 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 1,403 shares; 2024Q4: 4,033 shares; 2025Q1: 4,678 shares; 2025Q2: 4,728 shares; 2025Q3: 4,691 shares 4,691 $778K 0.27% -37 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 23,669 shares; 2024Q3: 23,669 shares; 2024Q4: 43,263 shares; 2025Q1: 39,472 shares; 2025Q2: 37,683 shares; 2025Q3: 34,261 shares 34,261 $769K 0.27% -3,422 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 962 shares; 2024Q3: 975 shares; 2024Q4: 1,103 shares; 2025Q1: 1,116 shares; 2025Q2: 1,132 shares; 2025Q3: 1,318 shares 1,318 $761K 0.27% +186 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,705 shares; 2024Q3: 6,533 shares; 2024Q4: 6,488 shares; 2025Q1: 6,477 shares; 2025Q2: 6,553 shares; 2025Q3: 4,865 shares 4,865 $744K 0.26% -1,688 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 7,108 shares; 2024Q3: 6,929 shares; 2024Q4: 6,967 shares; 2025Q1: 7,028 shares; 2025Q2: 7,211 shares; 2025Q3: 7,002 shares 7,002 $737K 0.26% -209 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,537 shares 21,537 $736K 0.26% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,258 shares; 2025Q1: 3,529 shares; 2025Q2: 4,787 shares; 2025Q3: 4,749 shares 4,749 $727K 0.26% -38 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,121 shares; 2025Q2: 5,161 shares; 2025Q3: 5,126 shares 5,126 $706K 0.25% -35 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,717 shares; 2024Q3: 1,743 shares; 2024Q4: 1,683 shares; 2025Q1: 1,684 shares; 2025Q2: 2,214 shares; 2025Q3: 2,217 shares 2,217 $702K 0.25% +3 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,899 shares; 2025Q1: 9,089 shares; 2025Q2: 9,169 shares; 2025Q3: 9,129 shares 9,129 $678K 0.24% -40 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 26,544 shares; 2024Q3: 31,987 shares; 2024Q4: 50,871 shares; 2025Q1: 55,724 shares; 2025Q2: 58,237 shares; 2025Q3: 62,310 shares 62,310 $664K 0.23% +4,073 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,734 shares; 2025Q2: 4,839 shares; 2025Q3: 8,867 shares 8,867 $658K 0.23% +4,028 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: not loaded; 2024Q1: not loaded; 2024Q2: 2,521 shares; 2024Q3: 2,554 shares; 2024Q4: 2,456 shares; 2025Q1: 2,467 shares; 2025Q2: 2,483 shares; 2025Q3: 2,922 shares 2,922 $645K 0.23% +439 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13,319 shares; 2025Q1: 28,942 shares; 2025Q2: 28,942 shares; 2025Q3: 28,488 shares 28,488 $637K 0.22% -454 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,222 shares; 2025Q1: 1,631 shares; 2025Q2: 1,968 shares; 2025Q3: 2,539 shares 2,539 $633K 0.22% +571 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: 2,748 shares 2,748 $633K 0.22% +1,084 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,462 shares; 2025Q1: 16,773 shares; 2025Q2: 17,140 shares; 2025Q3: 16,965 shares 16,965 $616K 0.22% -175 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: not loaded; 2024Q1: not loaded; 2024Q2: 1,963 shares; 2024Q3: 1,587 shares; 2024Q4: 1,572 shares; 2025Q1: 1,591 shares; 2025Q2: 1,611 shares; 2025Q3: 1,607 shares 1,607 $616K 0.22% -4 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 12,618 shares; 2024Q3: 12,755 shares; 2024Q4: 12,485 shares; 2025Q1: 12,535 shares; 2025Q2: 12,513 shares; 2025Q3: 9,715 shares 9,715 $607K 0.21% -2,798 Timeline SJNK 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 loaded; 2024Q1: not loaded; 2024Q2: 33,697 shares; 2024Q3: 34,224 shares; 2024Q4: 34,564 shares; 2025Q1: not reported; 2025Q2: 26,340 shares; 2025Q3: 24,008 shares 24,008 $606K 0.21% -2,332 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 4,157 shares; 2024Q4: 4,130 shares; 2025Q1: 4,240 shares; 2025Q2: 4,536 shares; 2025Q3: 3,665 shares 3,665 $590K 0.21% -871 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: not loaded; 2024Q1: not loaded; 2024Q2: 10,982 shares; 2024Q3: 6,362 shares; 2024Q4: 6,362 shares; 2025Q1: 5,862 shares; 2025Q2: 5,862 shares; 2025Q3: 5,872 shares 5,872 $590K 0.21% +10 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 682 shares; 2025Q1: 793 shares; 2025Q2: 2,355 shares; 2025Q3: 2,387 shares 2,387 $575K 0.2% +32 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 loaded; 2024Q1: not loaded; 2024Q2: 1,420 shares; 2024Q3: 1,596 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: 1,576 shares; 2025Q3: 1,574 shares 1,574 $570K 0.2% -2 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: not loaded; 2024Q1: not loaded; 2024Q2: 25,439 shares; 2024Q3: 25,439 shares; 2024Q4: not reported; 2025Q1: 28,706 shares; 2025Q2: 33,956 shares; 2025Q3: 33,988 shares 33,988 $563K 0.2% +32 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,499 shares; 2025Q1: 14,099 shares; 2025Q2: 14,122 shares; 2025Q3: 14,499 shares 14,499 $561K 0.2% +377 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,489 shares; 2024Q3: 8,927 shares; 2024Q4: 9,521 shares; 2025Q1: 7,806 shares; 2025Q2: 5,794 shares; 2025Q3: 5,942 shares 5,942 $553K 0.19% +148 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,117 shares; 2025Q2: 4,625 shares; 2025Q3: 7,002 shares 7,002 $546K 0.19% +2,377 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,356 shares; 2024Q3: 3,125 shares; 2024Q4: 4,248 shares; 2025Q1: 8,737 shares; 2025Q2: 8,725 shares; 2025Q3: 8,643 shares 8,643 $529K 0.19% -82 VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares 2,900 $524K 0.18% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,104 shares; 2025Q3: 7,084 shares 7,084 $518K 0.18% -20 Timeline BLND BLEND LABS INC More: the full row for BLEND LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 147,684 shares; 2024Q4: 146,651 shares; 2025Q1: 146,651 shares; 2025Q2: 145,864 shares; 2025Q3: 156,093 shares 156,093 $495K 0.17% +10,229 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,204 shares; 2025Q1: 3,900 shares; 2025Q2: 4,037 shares; 2025Q3: 4,059 shares 4,059 $485K 0.17% +22 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 8,876 shares; 2024Q3: 8,998 shares; 2024Q4: 8,631 shares; 2025Q1: 8,693 shares; 2025Q2: 8,734 shares; 2025Q3: 8,637 shares 8,637 $484K 0.17% -97 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,264 shares 2,264 $479K 0.17% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,437 shares; 2025Q2: 1,447 shares; 2025Q3: 1,786 shares 1,786 $478K 0.17% +339 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 697 shares; 2024Q3: 748 shares; 2024Q4: 747 shares; 2025Q1: 1,375 shares; 2025Q2: 1,317 shares; 2025Q3: 1,284 shares 1,284 $475K 0.17% -33 Timeline FTSL 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 loaded; 2024Q1: not loaded; 2024Q2: 51,904 shares; 2024Q3: 32,440 shares; 2024Q4: 10,144 shares; 2025Q1: 10,143 shares; 2025Q2: 10,143 shares; 2025Q3: 10,189 shares 10,189 $466K 0.16% +46 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 414 shares; 2025Q2: 608 shares; 2025Q3: 696 shares 696 $460K 0.16% +88 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 541 shares; 2024Q3: 544 shares; 2024Q4: 298 shares; 2025Q1: 447 shares; 2025Q2: 493 shares; 2025Q3: 514 shares 514 $456K 0.16% +21 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares 2,700 $443K 0.16% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 366 shares; 2024Q3: 189 shares; 2024Q4: 255 shares; 2025Q1: 245 shares; 2025Q2: 194 shares; 2025Q3: 190 shares 190 $438K 0.15% -4 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: not loaded; 2024Q1: not loaded; 2024Q2: 1,525 shares; 2024Q3: 1,576 shares; 2024Q4: 1,843 shares; 2025Q1: 2,032 shares; 2025Q2: 2,521 shares; 2025Q3: 2,950 shares 2,950 $434K 0.15% +429 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,665 shares; 2025Q2: 26,546 shares; 2025Q3: 25,630 shares 25,630 $421K 0.15% -916 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,450 shares; 2025Q2: 3,550 shares; 2025Q3: 4,720 shares 4,720 $413K 0.15% +1,170 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 loaded; 2024Q1: not loaded; 2024Q2: 1,653 shares; 2024Q3: 1,668 shares; 2024Q4: 1,801 shares; 2025Q1: 1,948 shares; 2025Q2: 1,741 shares; 2025Q3: 1,208 shares 1,208 $405K 0.14% -533 Timeline PSQA PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,449 shares 19,449 $398K 0.14% new Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,768 shares; 2025Q3: 2,348 shares 2,348 $394K 0.14% +580 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 14,034 shares; 2024Q3: 14,034 shares; 2024Q4: 13,900 shares; 2025Q1: 13,300 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares 13,400 $394K 0.14% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 1,564 shares; 2024Q3: 1,677 shares; 2024Q4: not reported; 2025Q1: 1,045 shares; 2025Q2: 2,129 shares; 2025Q3: 2,171 shares 2,171 $389K 0.14% +42 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,071 shares; 2025Q2: 19,071 shares; 2025Q3: 19,071 shares 19,071 $387K 0.14% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 9,359 shares; 2024Q3: 7,056 shares; 2024Q4: 7,021 shares; 2025Q1: 6,839 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares 6,873 $386K 0.14% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 57,618 shares; 2025Q1: 75,568 shares; 2025Q2: 104,188 shares; 2025Q3: 75,187 shares 75,187 $385K 0.14% -29,001 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,783 shares; 2025Q1: 13,583 shares; 2025Q2: 13,583 shares; 2025Q3: 13,583 shares 13,583 $385K 0.14% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,788 shares; 2024Q3: 11,788 shares; 2024Q4: 11,341 shares; 2025Q1: 15,675 shares; 2025Q2: 15,675 shares; 2025Q3: 15,675 shares 15,675 $380K 0.13% 0 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: not loaded; 2024Q1: not loaded; 2024Q2: 7,368 shares; 2024Q3: 6,824 shares; 2024Q4: 7,151 shares; 2025Q1: 7,564 shares; 2025Q2: 6,882 shares; 2025Q3: 1,796 shares 1,796 $366K 0.13% -5,086 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,281 shares; 2025Q2: 14,281 shares; 2025Q3: 14,265 shares 14,265 $363K 0.13% -16 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,631 shares 4,631 $355K 0.12% new 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 2,206 shares; 2024Q4: 2,225 shares; 2025Q1: 2,888 shares; 2025Q2: 3,374 shares; 2025Q3: 3,631 shares 3,631 $348K 0.12% +257 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,672 shares; 2025Q2: 15,672 shares; 2025Q3: 15,672 shares 15,672 $344K 0.12% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 22,046 shares; 2024Q3: 16,366 shares; 2024Q4: 7,799 shares; 2025Q1: 7,026 shares; 2025Q2: 7,405 shares; 2025Q3: 4,700 shares 4,700 $340K 0.12% -2,705 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,601 shares; 2025Q3: 1,608 shares 1,608 $339K 0.12% +7 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 672 shares; 2025Q2: 579 shares; 2025Q3: 576 shares 576 $337K 0.12% -3 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,199 shares; 2025Q2: 3,915 shares; 2025Q3: 2,995 shares 2,995 $328K 0.12% -920 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,690 shares; 2025Q2: 9,770 shares; 2025Q3: 9,725 shares 9,725 $328K 0.12% -45 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 704 shares; 2025Q2: 709 shares; 2025Q3: 708 shares 708 $325K 0.11% -1 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 11,563 shares; 2024Q3: 11,563 shares; 2024Q4: 11,115 shares; 2025Q1: 13,382 shares; 2025Q2: 13,382 shares; 2025Q3: 13,382 shares 13,382 $325K 0.11% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 778 shares 778 $324K 0.11% new Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,050 shares; 2025Q3: 9,006 shares 9,006 $321K 0.11% -3,044 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,300 shares; 2025Q2: 2,385 shares; 2025Q3: 2,300 shares 2,300 $321K 0.11% -85 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 669 shares; 2025Q1: 766 shares; 2025Q2: 850 shares; 2025Q3: 877 shares 877 $318K 0.11% +27 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 loaded; 2024Q1: not loaded; 2024Q2: 3,320 shares; 2024Q3: 2,823 shares; 2024Q4: 2,804 shares; 2025Q1: 2,621 shares; 2025Q2: 2,636 shares; 2025Q3: 2,636 shares 2,636 $317K 0.11% 0 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 544 shares; 2025Q2: 546 shares; 2025Q3: 545 shares 545 $313K 0.11% -1 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 568 shares; 2025Q3: 533 shares 533 $312K 0.11% -35 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,567 shares; 2025Q1: 1,853 shares; 2025Q2: 2,015 shares; 2025Q3: 2,016 shares 2,016 $312K 0.11% +1 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,761 shares; 2025Q2: 1,772 shares; 2025Q3: 1,557 shares 1,557 $311K 0.11% -215 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 20,000 shares; 2024Q3: 47,601 shares; 2024Q4: 52,751 shares; 2025Q1: 52,751 shares; 2025Q2: 47,450 shares; 2025Q3: 32,450 shares 32,450 $310K 0.11% -15,000 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: 8,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 6,102 shares 6,102 $310K 0.11% -3,498 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares 5,000 $309K 0.11% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,228 shares; 2025Q3: 5,227 shares 5,227 $303K 0.11% -1 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 565 shares; 2025Q3: 462 shares 462 $302K 0.11% -103 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 537 shares; 2024Q3: 540 shares; 2024Q4: 360 shares; 2025Q1: 369 shares; 2025Q2: 256 shares; 2025Q3: 275 shares 275 $301K 0.11% +19 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 415 shares 415 $300K 0.11% 0 Timeline FLRN 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 loaded; 2024Q1: not loaded; 2024Q2: 9,992 shares; 2024Q3: 9,992 shares; 2024Q4: 9,992 shares; 2025Q1: 9,992 shares; 2025Q2: 9,992 shares; 2025Q3: 9,696 shares 9,696 $298K 0.1% -296 Timeline SHLD 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,425 shares 4,425 $298K 0.1% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 819 shares; 2025Q1: 972 shares; 2025Q2: 1,046 shares; 2025Q3: 1,049 shares 1,049 $298K 0.1% +3 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 15,000 shares; 2024Q3: 21,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares 20,000 $295K 0.1% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,401 shares; 2025Q1: 1,668 shares; 2025Q2: 1,777 shares; 2025Q3: 1,574 shares 1,574 $292K 0.1% -203 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 311 shares; 2025Q1: 369 shares; 2025Q2: 398 shares; 2025Q3: 375 shares 375 $288K 0.1% -23 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,301 shares; 2025Q2: 1,422 shares; 2025Q3: 1,455 shares 1,455 $288K 0.1% +33 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,112 shares; 2025Q3: 1,138 shares 1,138 $275K 0.1% +26 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: not loaded; 2024Q1: not loaded; 2024Q2: 8,456 shares; 2024Q3: 7,350 shares; 2024Q4: 8,887 shares; 2025Q1: not reported; 2025Q2: 3,088 shares; 2025Q3: 3,055 shares 3,055 $275K 0.1% -33 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,813 shares; 2025Q2: 13,813 shares; 2025Q3: 13,813 shares 13,813 $274K 0.1% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,313 shares; 2025Q1: not reported; 2025Q2: 2,573 shares; 2025Q3: 2,763 shares 2,763 $273K 0.1% +190 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,297 shares; 2025Q2: 2,841 shares; 2025Q3: 2,897 shares 2,897 $271K 0.1% +56 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,359 shares; 2024Q3: 5,359 shares; 2024Q4: 5,359 shares; 2025Q1: 5,359 shares; 2025Q2: 5,359 shares; 2025Q3: 5,259 shares 5,259 $267K 0.09% -100 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,390 shares; 2025Q2: 1,538 shares; 2025Q3: 1,594 shares 1,594 $267K 0.09% +56 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,688 shares; 2025Q3: 1,636 shares 1,636 $267K 0.09% -52 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 704 shares; 2025Q1: 862 shares; 2025Q2: 919 shares; 2025Q3: 1,025 shares 1,025 $266K 0.09% +106 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,290 shares; 2025Q2: 1,394 shares; 2025Q3: 1,636 shares 1,636 $265K 0.09% +242 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,799 shares 2,799 $265K 0.09% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,253 shares; 2025Q1: 2,951 shares; 2025Q2: 3,194 shares; 2025Q3: 3,420 shares 3,420 $264K 0.09% +226 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 968 shares; 2025Q2: 1,037 shares; 2025Q3: 1,057 shares 1,057 $260K 0.09% +20 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,637 shares; 2025Q2: 2,854 shares; 2025Q3: 3,102 shares 3,102 $259K 0.09% +248 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 250 shares; 2025Q3: 270 shares 270 $258K 0.09% +20 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 440 shares; 2025Q1: 489 shares; 2025Q2: 526 shares; 2025Q3: 504 shares 504 $258K 0.09% -22 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,314 shares; 2025Q1: 2,630 shares; 2025Q2: 2,911 shares; 2025Q3: 3,454 shares 3,454 $256K 0.09% +543 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 441 shares; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 888 shares 888 $256K 0.09% -27 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670 shares; 2025Q2: 715 shares; 2025Q3: 773 shares 773 $253K 0.09% +58 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 loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 840 shares; 2025Q2: 931 shares; 2025Q3: 970 shares 970 $253K 0.09% +39 Timeline BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,080 shares 4,080 $250K 0.09% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 897 shares; 2025Q1: 1,012 shares; 2025Q2: 1,092 shares; 2025Q3: 1,122 shares 1,122 $250K 0.09% +30 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 725 shares; 2025Q2: 727 shares; 2025Q3: 726 shares 726 $250K 0.09% -1 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,549 shares; 2025Q1: 4,184 shares; 2025Q2: 4,618 shares; 2025Q3: 4,703 shares 4,703 $249K 0.09% +85 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,696 shares; 2025Q2: 2,944 shares; 2025Q3: 3,051 shares 3,051 $249K 0.09% +107 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 580 shares; 2025Q3: 686 shares 686 $246K 0.09% +106 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 369 shares; 2025Q1: 437 shares; 2025Q2: 915 shares; 2025Q3: 544 shares 544 $244K 0.09% -371 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,258 shares; 2025Q1: 2,382 shares; 2025Q2: 2,537 shares; 2025Q3: 2,472 shares 2,472 $244K 0.09% -65 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 6,106 shares; 2024Q3: 6,042 shares; 2024Q4: 6,771 shares; 2025Q1: 5,502 shares; 2025Q2: 5,447 shares; 2025Q3: 5,440 shares 5,440 $242K 0.09% -7 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares 256 $241K 0.08% new Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: 735 shares 735 $240K 0.08% +1 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,321 shares; 2025Q1: 1,480 shares; 2025Q2: 1,569 shares; 2025Q3: 1,630 shares 1,630 $240K 0.08% +61 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 960 shares; 2025Q1: 1,012 shares; 2025Q2: 1,067 shares; 2025Q3: 1,146 shares 1,146 $238K 0.08% +79 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,903 shares; 2025Q1: 7,663 shares; 2025Q2: not reported; 2025Q3: 3,560 shares 3,560 $238K 0.08% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 668 shares; 2025Q1: 760 shares; 2025Q2: 829 shares; 2025Q3: 897 shares 897 $237K 0.08% +68 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,090 shares; 2025Q1: 1,236 shares; 2025Q2: 1,255 shares; 2025Q3: 1,303 shares 1,303 $235K 0.08% +48 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,468 shares 3,468 $234K 0.08% new 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 674 shares; 2025Q1: 733 shares; 2025Q2: 793 shares; 2025Q3: 928 shares 928 $234K 0.08% +135 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: not loaded; 2024Q1: not loaded; 2024Q2: 2,273 shares; 2024Q3: 2,273 shares; 2024Q4: 5,159 shares; 2025Q1: 2,401 shares; 2025Q2: 2,273 shares; 2025Q3: 2,280 shares 2,280 $228K 0.08% +7 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: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 462 shares 462 $228K 0.08% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,794 shares; 2025Q3: 2,794 shares 2,794 $228K 0.08% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 5,063 shares; 2024Q3: 4,720 shares; 2024Q4: 5,144 shares; 2025Q1: 4,575 shares; 2025Q2: 4,627 shares; 2025Q3: 4,627 shares 4,627 $227K 0.08% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,866 shares; 2025Q1: 2,066 shares; 2025Q2: 2,294 shares; 2025Q3: 2,875 shares 2,875 $227K 0.08% +581 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares 2,500 $226K 0.08% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 4,487 shares; 2024Q3: 4,487 shares; 2024Q4: 4,419 shares; 2025Q1: 30,232 shares; 2025Q2: 4,419 shares; 2025Q3: 4,419 shares 4,419 $224K 0.08% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 18,217 shares; 2024Q3: 15,893 shares; 2024Q4: 21,683 shares; 2025Q1: 10,390 shares; 2025Q2: 10,980 shares; 2025Q3: 1,902 shares 1,902 $217K 0.08% -9,078 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,036 shares; 2024Q3: 2,065 shares; 2024Q4: 2,046 shares; 2025Q1: 1,738 shares; 2025Q2: 1,748 shares; 2025Q3: 1,748 shares 1,748 $216K 0.08% 0 Timeline OPXS OPTEX SYS HLDGS INC More: the full row for OPTEX SYS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,484 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares 12,800 $214K 0.08% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 3,363 shares; 2024Q3: 3,051 shares; 2024Q4: 3,288 shares; 2025Q1: 2,824 shares; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares 2,845 $214K 0.08% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,920 shares; 2025Q2: 8,920 shares; 2025Q3: 8,920 shares 8,920 $208K 0.07% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,863 shares; 2025Q2: 13,475 shares; 2025Q3: 13,100 shares 13,100 $207K 0.07% -375 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 512 shares; 2025Q2: 564 shares; 2025Q3: 773 shares 773 $205K 0.07% +209 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,700 shares; 2025Q2: 12,700 shares; 2025Q3: 13,800 shares 13,800 $165K 0.06% +1,100 Timeline SMWB SIMILARWEB LTD More: the full row for SIMILARWEB LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,140 shares; 2025Q2: not reported; 2025Q3: 15,000 shares 15,000 $124K 0.04% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,501 shares 15,501 $122K 0.04% new FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: 26,397 shares; 2024Q3: 17,109 shares; 2024Q4: 17,109 shares; 2025Q1: 17,109 shares; 2025Q2: 17,109 shares; 2025Q3: 17,109 shares 17,109 $108K 0.04% 0 Timeline GOSS GOSSAMER BIO INC More: the full row for GOSSAMER BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: not loaded; 2024Q1: not loaded; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 47,954 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,100 shares 22,100 $50.8K 0.02% new Timeline