TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,761,507 shares; 2026Q1: 6,611,211 shares; 2026Q2: 2,411,368 shares 2,411,368 $140M 8.05% -4,199,843 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,866 shares; 2024Q4: 89,630 shares; 2025Q1: 77,592 shares; 2025Q2: 347,789 shares; 2025Q3: 957,827 shares; 2025Q4: 763,656 shares; 2026Q1: 764,509 shares; 2026Q2: 538,713 shares 538,713 $108M 6.22% -225,796 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,813 shares; 2024Q4: 109,155 shares; 2025Q1: 110,935 shares; 2025Q2: 228,720 shares; 2025Q3: 462,703 shares; 2025Q4: 347,754 shares; 2026Q1: 355,283 shares; 2026Q2: 244,096 shares 244,096 $70.6M 4.07% -111,187 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,046 shares; 2024Q4: 49,877 shares; 2025Q1: 49,422 shares; 2025Q2: 163,146 shares; 2025Q3: 554,147 shares; 2025Q4: 504,131 shares; 2026Q1: 512,353 shares; 2026Q2: 192,237 shares 192,237 $68.7M 3.96% -320,116 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,614 shares; 2024Q4: 4,624 shares; 2025Q1: 4,634 shares; 2025Q2: 12,068 shares; 2025Q3: 24,897 shares; 2025Q4: 36,372 shares; 2026Q1: 58,936 shares; 2026Q2: 81,012 shares 81,012 $60.7M 3.5% +22,076 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,402 shares; 2024Q4: 53,895 shares; 2025Q1: 51,633 shares; 2025Q2: 118,675 shares; 2025Q3: 243,041 shares; 2025Q4: 168,730 shares; 2026Q1: 175,592 shares; 2026Q2: 146,616 shares 146,616 $54.7M 3.15% -28,976 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,516 shares; 2024Q4: 47,695 shares; 2025Q1: 45,604 shares; 2025Q2: 140,560 shares; 2025Q3: 364,398 shares; 2025Q4: 237,703 shares; 2026Q1: 248,043 shares; 2026Q2: 208,781 shares 208,781 $49.8M 2.87% -39,262 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,037 shares; 2024Q4: 10,987 shares; 2025Q1: 10,964 shares; 2025Q2: 16,624 shares; 2025Q3: 38,191 shares; 2025Q4: 40,182 shares; 2026Q1: 47,935 shares; 2026Q2: 51,494 shares 51,494 $37.9M 2.19% +3,559 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,318 shares; 2024Q4: 5,558 shares; 2025Q1: 5,783 shares; 2025Q2: 51,114 shares; 2025Q3: 122,103 shares; 2025Q4: 84,266 shares; 2026Q1: 90,194 shares; 2026Q2: 81,883 shares 81,883 $30.9M 1.78% -8,311 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,574 shares; 2024Q4: 27,236 shares; 2025Q1: 27,497 shares; 2025Q2: 29,500 shares; 2025Q3: 35,670 shares; 2025Q4: 45,140 shares; 2026Q1: 51,382 shares; 2026Q2: 38,398 shares 38,398 $28.7M 1.65% -12,984 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,845 shares; 2024Q4: 8,917 shares; 2025Q1: 9,779 shares; 2025Q2: 95,033 shares; 2025Q3: 403,589 shares; 2025Q4: 326,715 shares; 2026Q1: 359,025 shares; 2026Q2: 49,735 shares 49,735 $28M 1.62% -309,290 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,546 shares; 2024Q4: 100,707 shares; 2025Q1: 99,389 shares; 2025Q2: 214,392 shares; 2025Q3: 452,111 shares; 2025Q4: 374,087 shares; 2026Q1: 369,728 shares; 2026Q2: 74,183 shares 74,183 $26.2M 1.51% -295,545 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,725 shares; 2025Q3: 1,020,402 shares; 2025Q4: 1,091,876 shares; 2026Q1: 799,203 shares; 2026Q2: 788,365 shares 788,365 $25.6M 1.47% -10,838 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: 3,244 shares; 2025Q1: 3,173 shares; 2025Q2: 11,993 shares; 2025Q3: 26,298 shares; 2025Q4: 19,645 shares; 2026Q1: 19,837 shares; 2026Q2: 18,328 shares 18,328 $22M 1.27% -1,509 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,365 shares; 2024Q4: 15,779 shares; 2025Q1: 15,540 shares; 2025Q2: 17,032 shares; 2025Q3: 17,221 shares; 2025Q4: 55,584 shares; 2026Q1: 24,525 shares; 2026Q2: 29,388 shares 29,388 $20.2M 1.16% +4,863 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,230 shares; 2024Q4: 10,860 shares; 2025Q1: 9,622 shares; 2025Q2: 39,994 shares; 2025Q3: 82,542 shares; 2025Q4: 58,920 shares; 2026Q1: 58,066 shares; 2026Q2: 52,659 shares 52,659 $18.1M 1.04% -5,407 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,057 shares; 2024Q4: 2,040 shares; 2025Q1: 4,989 shares; 2025Q2: 12,365 shares; 2025Q3: 60,802 shares; 2025Q4: 61,457 shares; 2026Q1: 46,130 shares; 2026Q2: 45,386 shares 45,386 $16.7M 0.96% -744 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,171 shares; 2025Q2: 21,723 shares; 2025Q3: 53,647 shares; 2025Q4: 36,220 shares; 2026Q1: 34,807 shares; 2026Q2: 34,637 shares 34,637 $15M 0.87% -170 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 735 shares; 2024Q4: 980 shares; 2025Q1: 942 shares; 2025Q2: 9,174 shares; 2025Q3: 18,961 shares; 2025Q4: 19,296 shares; 2026Q1: 20,062 shares; 2026Q2: 19,805 shares 19,805 $14.3M 0.82% -257 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 240,497 shares; 2024Q4: 213,062 shares; 2025Q1: 213,600 shares; 2025Q2: 226,080 shares; 2025Q3: 292,181 shares; 2025Q4: 278,483 shares; 2026Q1: 281,677 shares; 2026Q2: 85,099 shares 85,099 $13.3M 0.77% -196,578 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,209 shares; 2024Q4: 30,692 shares; 2025Q1: 31,526 shares; 2025Q2: 47,891 shares; 2025Q3: 75,804 shares; 2025Q4: 50,107 shares; 2026Q1: 51,740 shares; 2026Q2: 39,243 shares 39,243 $12.8M 0.74% -12,497 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,758 shares; 2025Q2: 17,491 shares; 2025Q3: 44,192 shares; 2025Q4: 36,621 shares; 2026Q1: 39,393 shares; 2026Q2: 36,432 shares 36,432 $12.4M 0.72% -2,961 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,619 shares; 2024Q4: 6,902 shares; 2025Q1: 7,159 shares; 2025Q2: 8,854 shares; 2025Q3: 12,138 shares; 2025Q4: 13,926 shares; 2026Q1: 18,614 shares; 2026Q2: 99,550 shares 99,550 $12.4M 0.71% +80,936 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,346 shares; 2024Q4: 1,367 shares; 2025Q1: 1,123 shares; 2025Q2: 7,324 shares; 2025Q3: 22,898 shares; 2025Q4: 105,849 shares; 2026Q1: 111,620 shares; 2026Q2: 114,088 shares 114,088 $11.3M 0.65% +2,468 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,269 shares; 2024Q4: 8,775 shares; 2025Q1: 7,469 shares; 2025Q2: 22,515 shares; 2025Q3: 29,116 shares; 2025Q4: 31,854 shares; 2026Q1: 35,269 shares; 2026Q2: 23,407 shares 23,407 $11.2M 0.64% -11,862 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,320 shares; 2024Q4: 28,427 shares; 2025Q1: 29,340 shares; 2025Q2: 34,157 shares; 2025Q3: 35,419 shares; 2025Q4: 33,521 shares; 2026Q1: 34,463 shares; 2026Q2: 29,694 shares 29,694 $11M 0.63% -4,769 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,293 shares; 2024Q4: 19,317 shares; 2025Q1: 21,309 shares; 2025Q2: 20,866 shares; 2025Q3: 24,811 shares; 2025Q4: 23,670 shares; 2026Q1: 24,308 shares; 2026Q2: 125,613 shares 125,613 $10.8M 0.62% +101,305 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; 2024Q3: 1,034 shares; 2024Q4: 907 shares; 2025Q1: 937 shares; 2025Q2: 5,925 shares; 2025Q3: 13,300 shares; 2025Q4: 11,353 shares; 2026Q1: 10,638 shares; 2026Q2: 10,643 shares 10,643 $10.4M 0.6% +5 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,583 shares; 2025Q3: 21,235 shares; 2025Q4: 8,204 shares; 2026Q1: 10,134 shares; 2026Q2: 8,993 shares 8,993 $10.4M 0.6% -1,141 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: 2,637 shares; 2025Q1: 2,622 shares; 2025Q2: 8,200 shares; 2025Q3: 17,165 shares; 2025Q4: 11,919 shares; 2026Q1: 12,063 shares; 2026Q2: 11,027 shares 11,027 $10.3M 0.59% -1,036 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,770 shares; 2024Q4: 29,656 shares; 2025Q1: 31,109 shares; 2025Q2: 55,005 shares; 2025Q3: 87,880 shares; 2025Q4: 76,896 shares; 2026Q1: 73,116 shares; 2026Q2: 67,855 shares 67,855 $10.3M 0.59% -5,261 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,218 shares; 2025Q4: 26,218 shares; 2026Q1: 23,643 shares; 2026Q2: 24,847 shares 24,847 $10.2M 0.59% +1,204 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,188 shares; 2024Q4: 43,930 shares; 2025Q1: 42,255 shares; 2025Q2: 40,085 shares; 2025Q3: 54,384 shares; 2025Q4: 39,990 shares; 2026Q1: 43,966 shares; 2026Q2: 41,364 shares 41,364 $9.79M 0.56% -2,602 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,834 shares; 2024Q4: 79,834 shares; 2025Q1: 79,834 shares; 2025Q2: 79,900 shares; 2025Q3: 79,576 shares; 2025Q4: 77,176 shares; 2026Q1: 77,313 shares; 2026Q2: 70,508 shares 70,508 $9.7M 0.56% -6,805 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,035 shares; 2025Q3: 88,525 shares; 2025Q4: 81,673 shares; 2026Q1: 58,839 shares; 2026Q2: 52,531 shares 52,531 $9.69M 0.56% -6,308 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,030 shares; 2024Q4: 4,919 shares; 2025Q1: 4,888 shares; 2025Q2: 6,254 shares; 2025Q3: 73,367 shares; 2025Q4: 43,196 shares; 2026Q1: 83,691 shares; 2026Q2: 123,600 shares 123,600 $9.37M 0.54% +39,909 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,324 shares; 2024Q4: 7,245 shares; 2025Q1: 7,642 shares; 2025Q2: 29,969 shares; 2025Q3: 60,727 shares; 2025Q4: 42,680 shares; 2026Q1: 39,501 shares; 2026Q2: 37,102 shares 37,102 $9.34M 0.54% -2,399 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,350 shares; 2025Q3: 27,509 shares; 2025Q4: 13,886 shares; 2026Q1: 16,212 shares; 2026Q2: 15,805 shares 15,805 $9.18M 0.53% -407 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,231 shares; 2025Q3: 16,040 shares; 2025Q4: 12,933 shares; 2026Q1: 12,761 shares; 2026Q2: 10,920 shares 10,920 $8.33M 0.48% -1,841 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,205 shares; 2025Q1: 12,061 shares; 2025Q2: 31,844 shares; 2025Q3: 54,110 shares; 2025Q4: 33,786 shares; 2026Q1: 32,419 shares; 2026Q2: 27,685 shares 27,685 $8.25M 0.48% -4,734 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 11 shares; 2025Q3: 15 shares; 2025Q4: 10 shares; 2026Q1: 12 shares; 2026Q2: 11 shares 11 $8.24M 0.47% -1 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,219 shares; 2024Q4: 5,634 shares; 2025Q1: 5,745 shares; 2025Q2: 21,388 shares; 2025Q3: 60,177 shares; 2025Q4: 40,020 shares; 2026Q1: 39,279 shares; 2026Q2: 16,010 shares 16,010 $8.01M 0.46% -23,269 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 125,969 shares; 2024Q4: 125,969 shares; 2025Q1: 126,018 shares; 2025Q2: 126,025 shares; 2025Q3: 126,025 shares; 2025Q4: 125,075 shares; 2026Q1: 125,283 shares; 2026Q2: 103,238 shares 103,238 $7.96M 0.46% -22,045 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,119 shares; 2024Q4: 2,363 shares; 2025Q1: 2,313 shares; 2025Q2: 8,875 shares; 2025Q3: 18,818 shares; 2025Q4: 18,003 shares; 2026Q1: 19,580 shares; 2026Q2: 18,256 shares 18,256 $7.78M 0.45% -1,324 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; 2024Q3: not reported; 2024Q4: 4,255 shares; 2025Q1: 34,688 shares; 2025Q2: 61,122 shares; 2025Q3: 95,876 shares; 2025Q4: 90,486 shares; 2026Q1: 115,193 shares; 2026Q2: 44,048 shares 44,048 $7.48M 0.43% -71,145 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,800 shares; 2024Q4: 34,412 shares; 2025Q1: 45,039 shares; 2025Q2: 41,609 shares; 2025Q3: 84,241 shares; 2025Q4: 61,827 shares; 2026Q1: 98,844 shares; 2026Q2: 104,307 shares 104,307 $7.43M 0.43% +5,463 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,043 shares; 2024Q4: 2,050 shares; 2025Q1: 2,063 shares; 2025Q2: 14,113 shares; 2025Q3: 27,343 shares; 2025Q4: 19,018 shares; 2026Q1: 18,702 shares; 2026Q2: 18,421 shares 18,421 $7.32M 0.42% -281 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,660 shares; 2024Q4: 3,764 shares; 2025Q1: 4,363 shares; 2025Q2: 16,783 shares; 2025Q3: 43,162 shares; 2025Q4: 107,000 shares; 2026Q1: 110,410 shares; 2026Q2: 17,263 shares 17,263 $7.26M 0.42% -93,147 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,715 shares; 2025Q3: 32,354 shares; 2025Q4: 25,451 shares; 2026Q1: 24,462 shares; 2026Q2: 35,174 shares 35,174 $7.06M 0.41% +10,712 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 169,543 shares; 2025Q4: 214,056 shares; 2026Q1: 249,622 shares; 2026Q2: 217,728 shares 217,728 $7M 0.4% -31,894 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,985 shares; 2024Q4: 7,814 shares; 2025Q1: 7,624 shares; 2025Q2: 15,088 shares; 2025Q3: 25,188 shares; 2025Q4: 16,169 shares; 2026Q1: 15,626 shares; 2026Q2: 13,578 shares 13,578 $6.97M 0.4% -2,048 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,449 shares; 2025Q3: 27,898 shares; 2025Q4: 25,598 shares; 2026Q1: 25,777 shares; 2026Q2: 27,326 shares 27,326 $6.95M 0.4% +1,549 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,487 shares; 2024Q4: 10,681 shares; 2025Q1: 11,395 shares; 2025Q2: 17,346 shares; 2025Q3: 27,159 shares; 2025Q4: 23,448 shares; 2026Q1: 22,852 shares; 2026Q2: 19,931 shares 19,931 $6.79M 0.39% -2,921 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,890 shares; 2024Q4: 5,064 shares; 2025Q1: 4,848 shares; 2025Q2: 9,853 shares; 2025Q3: 19,737 shares; 2025Q4: 16,334 shares; 2026Q1: 16,907 shares; 2026Q2: 13,285 shares 13,285 $6.66M 0.38% -3,622 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,204 shares; 2024Q4: 35,729 shares; 2025Q1: 36,358 shares; 2025Q2: 92,239 shares; 2025Q3: 158,585 shares; 2025Q4: 117,260 shares; 2026Q1: 137,644 shares; 2026Q2: 115,603 shares 115,603 $6.59M 0.38% -22,041 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,959 shares; 2024Q4: 9,562 shares; 2025Q1: 9,474 shares; 2025Q2: 17,608 shares; 2025Q3: 29,920 shares; 2025Q4: 21,058 shares; 2026Q1: 19,508 shares; 2026Q2: 15,847 shares 15,847 $6.59M 0.38% -3,661 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,930 shares; 2025Q2: 6,871 shares; 2025Q3: 18,868 shares; 2025Q4: 8,716 shares; 2026Q1: 10,098 shares; 2026Q2: 9,035 shares 9,035 $6.53M 0.38% -1,063 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,259 shares; 2024Q4: 2,089 shares; 2025Q1: 1,989 shares; 2025Q2: 8,940 shares; 2025Q3: 19,993 shares; 2025Q4: 17,491 shares; 2026Q1: 16,786 shares; 2026Q2: 16,188 shares 16,188 $6.44M 0.37% -598 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,640 shares; 2025Q3: 50,290 shares; 2025Q4: 35,774 shares; 2026Q1: 35,982 shares; 2026Q2: 30,605 shares 30,605 $6.4M 0.37% -5,377 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,157 shares; 2025Q4: 4,533 shares; 2026Q1: 65,440 shares; 2026Q2: 70,714 shares 70,714 $5.86M 0.34% +5,274 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,345 shares; 2025Q3: 7,341 shares; 2025Q4: 6,506 shares; 2026Q1: 7,236 shares; 2026Q2: 8,728 shares 8,728 $5.72M 0.33% +1,492 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 160 shares; 2025Q1: 170 shares; 2025Q2: 1,025 shares; 2025Q3: 1,751 shares; 2025Q4: 1,357 shares; 2026Q1: 1,290 shares; 2026Q2: 32,098 shares 32,098 $5.72M 0.33% +30,808 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,495 shares; 2024Q4: 2,501 shares; 2025Q1: 2,466 shares; 2025Q2: 15,345 shares; 2025Q3: 32,572 shares; 2025Q4: 19,284 shares; 2026Q1: 19,090 shares; 2026Q2: 16,216 shares 16,216 $5.72M 0.33% -2,874 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,949 shares; 2024Q4: 42,735 shares; 2025Q1: 42,953 shares; 2025Q2: 70,076 shares; 2025Q3: 120,935 shares; 2025Q4: 78,895 shares; 2026Q1: 83,521 shares; 2026Q2: 50,166 shares 50,166 $5.68M 0.33% -33,355 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,540 shares; 2025Q3: 81,666 shares; 2025Q4: 80,694 shares; 2026Q1: 82,190 shares; 2026Q2: 55,711 shares 55,711 $5.59M 0.32% -26,479 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,673 shares; 2024Q4: 6,014 shares; 2025Q1: 6,961 shares; 2025Q2: 43,748 shares; 2025Q3: 86,161 shares; 2025Q4: 44,453 shares; 2026Q1: 43,507 shares; 2026Q2: 40,038 shares 40,038 $5.47M 0.32% -3,469 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,616 shares; 2024Q4: 18,203 shares; 2025Q1: 18,372 shares; 2025Q2: 26,599 shares; 2025Q3: 60,117 shares; 2025Q4: 36,408 shares; 2026Q1: 34,564 shares; 2026Q2: 32,827 shares 32,827 $5.44M 0.31% -1,737 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,435 shares; 2024Q4: 38,657 shares; 2025Q1: 39,176 shares; 2025Q2: 65,874 shares; 2025Q3: 133,348 shares; 2025Q4: 82,724 shares; 2026Q1: 87,010 shares; 2026Q2: 45,626 shares 45,626 $5.36M 0.31% -41,384 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,748 shares; 2024Q4: 8,804 shares; 2025Q1: 7,411 shares; 2025Q2: 40,148 shares; 2025Q3: 71,413 shares; 2025Q4: 37,465 shares; 2026Q1: 39,092 shares; 2026Q2: 34,838 shares 34,838 $5.11M 0.29% -4,254 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,884 shares; 2024Q4: 1,847 shares; 2025Q1: 1,820 shares; 2025Q2: 8,935 shares; 2025Q3: 17,294 shares; 2025Q4: 10,220 shares; 2026Q1: 9,673 shares; 2026Q2: 9,683 shares 9,683 $5.02M 0.29% +10 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,463 shares; 2024Q4: 27,747 shares; 2025Q1: 28,977 shares; 2025Q2: 22,577 shares; 2025Q3: 66,413 shares; 2025Q4: 44,077 shares; 2026Q1: 41,537 shares; 2026Q2: 39,089 shares 39,089 $5.02M 0.29% -2,448 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686 shares; 2024Q4: 798 shares; 2025Q1: 506 shares; 2025Q2: 4,854 shares; 2025Q3: 13,826 shares; 2025Q4: 92,381 shares; 2026Q1: 95,628 shares; 2026Q2: 70,325 shares 70,325 $5.02M 0.29% -25,303 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,835 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,216 shares; 2025Q3: 68,363 shares; 2025Q4: 61,879 shares; 2026Q1: 58,274 shares; 2026Q2: 58,067 shares 58,067 $4.92M 0.28% -207 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 519 shares; 2024Q4: 463 shares; 2025Q1: 419 shares; 2025Q2: 3,963 shares; 2025Q3: 7,568 shares; 2025Q4: 6,433 shares; 2026Q1: 6,369 shares; 2026Q2: 6,427 shares 6,427 $4.86M 0.28% +58 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,715 shares; 2024Q4: 9,069 shares; 2025Q1: 9,098 shares; 2025Q2: 22,733 shares; 2025Q3: 50,258 shares; 2025Q4: 23,205 shares; 2026Q1: 21,594 shares; 2026Q2: 18,773 shares 18,773 $4.77M 0.27% -2,821 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 57,375 shares 57,375 $4.56M 0.26% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,899 shares; 2024Q4: 11,899 shares; 2025Q1: 12,607 shares; 2025Q2: 12,646 shares; 2025Q3: 12,546 shares; 2025Q4: 16,194 shares; 2026Q1: 16,421 shares; 2026Q2: 15,064 shares 15,064 $4.53M 0.26% -1,357 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 4,234 shares; 2025Q1: 4,386 shares; 2025Q2: 38,328 shares; 2025Q3: 79,837 shares; 2025Q4: 58,755 shares; 2026Q1: 56,241 shares; 2026Q2: 54,405 shares 54,405 $4.5M 0.26% -1,836 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,120 shares; 2024Q4: 1,160 shares; 2025Q1: 1,176 shares; 2025Q2: 3,397 shares; 2025Q3: 5,906 shares; 2025Q4: 3,174 shares; 2026Q1: 4,480 shares; 2026Q2: 4,222 shares 4,222 $4.5M 0.26% -258 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,755 shares; 2024Q4: 1,971 shares; 2025Q1: 2,090 shares; 2025Q2: 13,156 shares; 2025Q3: 25,454 shares; 2025Q4: 18,533 shares; 2026Q1: 17,581 shares; 2026Q2: 16,455 shares 16,455 $4.48M 0.26% -1,126 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203 shares; 2024Q4: 995 shares; 2025Q1: 773 shares; 2025Q2: 841 shares; 2025Q3: 2,234 shares; 2025Q4: 2,093 shares; 2026Q1: 2,634 shares; 2026Q2: 2,237 shares 2,237 $4.45M 0.26% -397 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,441 shares; 2025Q3: 47,664 shares; 2025Q4: 40,913 shares; 2026Q1: 39,343 shares; 2026Q2: 35,757 shares 35,757 $4.4M 0.25% -3,586 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,228 shares; 2024Q4: 16,312 shares; 2025Q1: 17,475 shares; 2025Q2: 36,666 shares; 2025Q3: 62,092 shares; 2025Q4: 38,032 shares; 2026Q1: 37,312 shares; 2026Q2: 31,893 shares 31,893 $4.32M 0.25% -5,419 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,121 shares; 2025Q2: 34,095 shares; 2025Q3: 86,997 shares; 2025Q4: 74,664 shares; 2026Q1: 93,519 shares; 2026Q2: 59,626 shares 59,626 $4.3M 0.25% -33,893 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,559 shares; 2024Q4: 28,516 shares; 2025Q1: 35,700 shares; 2025Q2: 33,952 shares; 2025Q3: 65,925 shares; 2025Q4: 48,972 shares; 2026Q1: 68,056 shares; 2026Q2: 70,020 shares 70,020 $4.18M 0.24% +1,964 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,106 shares; 2025Q3: 28,179 shares; 2025Q4: 24,742 shares; 2026Q1: 24,375 shares; 2026Q2: 24,398 shares 24,398 $4.15M 0.24% +23 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,749 shares; 2024Q4: 13,754 shares; 2025Q1: 14,313 shares; 2025Q2: 13,789 shares; 2025Q3: 17,246 shares; 2025Q4: 17,320 shares; 2026Q1: 18,836 shares; 2026Q2: 18,973 shares 18,973 $4.13M 0.24% +137 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: 6,180 shares; 2025Q1: 5,781 shares; 2025Q2: 3,513 shares; 2025Q3: 7,234 shares; 2025Q4: 4,704 shares; 2026Q1: 4,654 shares; 2026Q2: 4,005 shares 4,005 $4.05M 0.23% -649 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,452 shares; 2024Q4: 4,422 shares; 2025Q1: 4,259 shares; 2025Q2: 5,430 shares; 2025Q3: 6,324 shares; 2025Q4: 10,398 shares; 2026Q1: 13,015 shares; 2026Q2: 20,488 shares 20,488 $3.9M 0.23% +7,473 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,196 shares; 2024Q4: 43,984 shares; 2025Q1: 42,595 shares; 2025Q2: 33,495 shares; 2025Q3: 29,624 shares; 2025Q4: 29,519 shares; 2026Q1: 30,022 shares; 2026Q2: 23,999 shares 23,999 $3.79M 0.22% -6,023 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,801 shares; 2024Q4: 14,002 shares; 2025Q1: 13,616 shares; 2025Q2: 15,799 shares; 2025Q3: 15,840 shares; 2025Q4: 10,167 shares; 2026Q1: 11,145 shares; 2026Q2: 46,919 shares 46,919 $3.78M 0.22% +35,774 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,111 shares; 2024Q4: 13,633 shares; 2025Q1: 13,680 shares; 2025Q2: 22,131 shares; 2025Q3: 38,464 shares; 2025Q4: 22,406 shares; 2026Q1: 22,332 shares; 2026Q2: 18,897 shares 18,897 $3.59M 0.21% -3,435 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,797 shares; 2024Q4: 6,908 shares; 2025Q1: 6,911 shares; 2025Q2: 8,594 shares; 2025Q3: 9,884 shares; 2025Q4: 7,088 shares; 2026Q1: 6,986 shares; 2026Q2: 7,111 shares 7,111 $3.49M 0.2% +125 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,068 shares; 2024Q4: 25,069 shares; 2025Q1: 25,069 shares; 2025Q2: 25,986 shares; 2025Q3: 22,774 shares; 2025Q4: 22,280 shares; 2026Q1: 23,574 shares; 2026Q2: 21,935 shares 21,935 $3.44M 0.2% -1,639 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,528 shares; 2026Q2: 18,143 shares 18,143 $3.44M 0.2% -2,385 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,477 shares; 2024Q4: 29,697 shares; 2025Q1: 30,797 shares; 2025Q2: 30,797 shares; 2025Q3: 32,329 shares; 2025Q4: 34,675 shares; 2026Q1: 34,138 shares; 2026Q2: 33,427 shares 33,427 $3.44M 0.2% -711 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,557 shares; 2025Q2: 52,135 shares; 2025Q3: 55,282 shares; 2025Q4: 60,287 shares; 2026Q1: 64,575 shares; 2026Q2: 66,744 shares 66,744 $3.32M 0.19% +2,169 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,286 shares; 2024Q4: 61,215 shares; 2025Q1: 62,817 shares; 2025Q2: 57,505 shares; 2025Q3: 46,816 shares; 2025Q4: 42,665 shares; 2026Q1: 42,757 shares; 2026Q2: 36,786 shares 36,786 $3.31M 0.19% -5,971 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,282 shares; 2024Q4: 11,375 shares; 2025Q1: 12,018 shares; 2025Q2: 39,655 shares; 2025Q3: 82,745 shares; 2025Q4: 50,073 shares; 2026Q1: 45,347 shares; 2026Q2: 40,198 shares 40,198 $3.27M 0.19% -5,149 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,051 shares; 2024Q4: 1,149 shares; 2025Q1: 1,105 shares; 2025Q2: 12,865 shares; 2025Q3: 25,072 shares; 2025Q4: 19,521 shares; 2026Q1: 18,290 shares; 2026Q2: 16,810 shares 16,810 $3.2M 0.18% -1,480 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,212 shares; 2024Q4: 4,718 shares; 2025Q1: not reported; 2025Q2: 10,544 shares; 2025Q3: 46,626 shares; 2025Q4: 44,331 shares; 2026Q1: 32,015 shares; 2026Q2: 27,934 shares 27,934 $3.19M 0.18% -4,081 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,688 shares; 2025Q3: 23,590 shares; 2025Q4: 19,307 shares; 2026Q1: 18,481 shares; 2026Q2: 18,801 shares 18,801 $3.18M 0.18% +320 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,981 shares; 2024Q4: 1,919 shares; 2025Q1: not reported; 2025Q2: 16,106 shares; 2025Q3: 612,584 shares; 2025Q4: 128,439 shares; 2026Q1: 13,081 shares; 2026Q2: 22,154 shares 22,154 $3.17M 0.18% +9,073 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 252 shares; 2025Q1: 254 shares; 2025Q2: 1,945 shares; 2025Q3: 4,916 shares; 2025Q4: 3,579 shares; 2026Q1: 3,570 shares; 2026Q2: 3,281 shares 3,281 $3.15M 0.18% -289 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,125 shares; 2024Q4: 40,977 shares; 2025Q1: 40,509 shares; 2025Q2: 33,788 shares; 2025Q3: 26,022 shares; 2025Q4: 18,602 shares; 2026Q1: 21,546 shares; 2026Q2: 14,750 shares 14,750 $3.14M 0.18% -6,796 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,923 shares; 2024Q4: 9,584 shares; 2025Q1: 8,623 shares; 2025Q2: 9,937 shares; 2025Q3: 11,424 shares; 2025Q4: 7,443 shares; 2026Q1: 6,616 shares; 2026Q2: 29,185 shares 29,185 $3.14M 0.18% +22,569 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 2,906 shares; 2025Q1: 1,684 shares; 2025Q2: 7,483 shares; 2025Q3: 17,034 shares; 2025Q4: 7,584 shares; 2026Q1: 10,143 shares; 2026Q2: 8,275 shares 8,275 $3.09M 0.18% -1,868 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,393 shares; 2024Q4: 73,778 shares; 2025Q1: 60,247 shares; 2025Q2: 65,538 shares; 2025Q3: 90,565 shares; 2025Q4: 132,068 shares; 2026Q1: 163,962 shares; 2026Q2: 114,599 shares 114,599 $3.08M 0.18% -49,363 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80,195 shares; 2025Q3: 111,985 shares; 2025Q4: 115,830 shares; 2026Q1: 94,913 shares; 2026Q2: 226,526 shares 226,526 $3.03M 0.17% +131,613 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,662 shares; 2024Q4: 49,881 shares; 2025Q1: 49,858 shares; 2025Q2: 29,375 shares; 2025Q3: 27,562 shares; 2025Q4: 18,255 shares; 2026Q1: 18,462 shares; 2026Q2: 20,303 shares 20,303 $3.01M 0.17% +1,841 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,775 shares; 2024Q4: 4,675 shares; 2025Q1: 4,655 shares; 2025Q2: 4,649 shares; 2025Q3: 4,548 shares; 2025Q4: 4,548 shares; 2026Q1: 7,034 shares; 2026Q2: 7,027 shares 7,027 $3M 0.17% -7 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,810 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,370 shares; 2025Q3: 11,907 shares; 2025Q4: 9,031 shares; 2026Q1: 9,144 shares; 2026Q2: 8,775 shares 8,775 $2.97M 0.17% -369 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,395 shares; 2025Q3: 39,777 shares; 2025Q4: 33,384 shares; 2026Q1: 32,007 shares; 2026Q2: 32,011 shares 32,011 $2.94M 0.17% +4 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,290 shares; 2024Q4: 30,390 shares; 2025Q1: 29,523 shares; 2025Q2: 28,089 shares; 2025Q3: 26,789 shares; 2025Q4: 24,763 shares; 2026Q1: 24,713 shares; 2026Q2: 24,939 shares 24,939 $2.93M 0.17% +226 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,555 shares; 2024Q4: 45,692 shares; 2025Q1: 45,905 shares; 2025Q2: 41,356 shares; 2025Q3: 32,574 shares; 2025Q4: 28,163 shares; 2026Q1: 28,702 shares; 2026Q2: 23,799 shares 23,799 $2.91M 0.17% -4,903 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,293 shares; 2025Q4: 1,807 shares; 2026Q1: 1,890 shares; 2026Q2: 8,512 shares 8,512 $2.86M 0.16% +6,622 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,698 shares; 2024Q4: 10,370 shares; 2025Q1: 11,399 shares; 2025Q2: 18,507 shares; 2025Q3: 33,977 shares; 2025Q4: 19,230 shares; 2026Q1: 18,906 shares; 2026Q2: 15,328 shares 15,328 $2.83M 0.16% -3,578 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,074 shares; 2024Q4: 4,074 shares; 2025Q1: 4,074 shares; 2025Q2: 4,074 shares; 2025Q3: 4,074 shares; 2025Q4: 4,108 shares; 2026Q1: 4,108 shares; 2026Q2: 35,488 shares 35,488 $2.8M 0.16% +31,380 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,794 shares; 2024Q4: not reported; 2025Q1: 3,094 shares; 2025Q2: 21,233 shares; 2025Q3: 54,111 shares; 2025Q4: 35,850 shares; 2026Q1: 33,031 shares; 2026Q2: 31,767 shares 31,767 $2.79M 0.16% -1,264 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,991 shares; 2024Q4: not reported; 2025Q1: 25,437 shares; 2025Q2: 27,751 shares; 2025Q3: 27,084 shares; 2025Q4: 25,805 shares; 2026Q1: not reported; 2026Q2: 31,889 shares 31,889 $2.76M 0.16% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,510 shares; 2025Q2: 23,424 shares; 2025Q3: 244,294 shares; 2025Q4: 61,597 shares; 2026Q1: 100,843 shares; 2026Q2: 98,414 shares 98,414 $2.73M 0.16% -2,429 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,998 shares; 2024Q4: 26,143 shares; 2025Q1: 27,835 shares; 2025Q2: 33,569 shares; 2025Q3: 59,687 shares; 2025Q4: 42,426 shares; 2026Q1: 42,988 shares; 2026Q2: 34,679 shares 34,679 $2.71M 0.16% -8,309 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,797 shares; 2024Q4: 11,377 shares; 2025Q1: 9,021 shares; 2025Q2: 7,134 shares; 2025Q3: 15,763 shares; 2025Q4: 31,619 shares; 2026Q1: 30,890 shares; 2026Q2: 25,670 shares 25,670 $2.67M 0.15% -5,220 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,383 shares; 2025Q3: 18,996 shares; 2025Q4: 12,729 shares; 2026Q1: 12,206 shares; 2026Q2: 12,113 shares 12,113 $2.65M 0.15% -93 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,261 shares; 2025Q3: 92,439 shares; 2025Q4: 34,326 shares; 2026Q1: 31,031 shares; 2026Q2: 18,820 shares 18,820 $2.63M 0.15% -12,211 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,726 shares; 2024Q4: 4,559 shares; 2025Q1: 4,636 shares; 2025Q2: 7,715 shares; 2025Q3: 19,472 shares; 2025Q4: 12,334 shares; 2026Q1: 11,581 shares; 2026Q2: 11,833 shares 11,833 $2.61M 0.15% +252 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,591 shares; 2024Q4: 8,651 shares; 2025Q1: 9,130 shares; 2025Q2: 8,964 shares; 2025Q3: 8,572 shares; 2025Q4: 8,482 shares; 2026Q1: 8,775 shares; 2026Q2: 8,380 shares 8,380 $2.57M 0.15% -395 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,686 shares; 2024Q4: 4,917 shares; 2025Q1: 4,792 shares; 2025Q2: 7,786 shares; 2025Q3: 12,514 shares; 2025Q4: 12,272 shares; 2026Q1: 12,610 shares; 2026Q2: 11,482 shares 11,482 $2.52M 0.15% -1,128 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,473 shares; 2025Q3: 90,323 shares; 2025Q4: 86,774 shares; 2026Q1: 85,851 shares; 2026Q2: 44,973 shares 44,973 $2.51M 0.14% -40,878 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 2,707 shares; 2025Q1: 2,778 shares; 2025Q2: 2,522 shares; 2025Q3: 3,547 shares; 2025Q4: 3,689 shares; 2026Q1: 3,783 shares; 2026Q2: 20,346 shares 20,346 $2.43M 0.14% +16,563 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; 2024Q3: 6,976 shares; 2024Q4: 7,901 shares; 2025Q1: 7,889 shares; 2025Q2: 8,180 shares; 2025Q3: 11,580 shares; 2025Q4: 7,050 shares; 2026Q1: 7,661 shares; 2026Q2: 7,971 shares 7,971 $2.42M 0.14% +310 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,458 shares 20,458 $2.4M 0.14% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,806 shares; 2025Q4: 2,982 shares; 2026Q1: 3,997 shares; 2026Q2: 31,667 shares 31,667 $2.38M 0.14% +27,670 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; 2024Q3: not reported; 2024Q4: 4,209 shares; 2025Q1: 4,125 shares; 2025Q2: 5,593 shares; 2025Q3: 12,248 shares; 2025Q4: 9,351 shares; 2026Q1: 16,153 shares; 2026Q2: 44,086 shares 44,086 $2.36M 0.14% +27,933 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,664 shares; 2024Q4: 8,127 shares; 2025Q1: 8,521 shares; 2025Q2: 24,350 shares; 2025Q3: 44,969 shares; 2025Q4: 19,025 shares; 2026Q1: 18,588 shares; 2026Q2: 16,064 shares 16,064 $2.36M 0.14% -2,524 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,079 shares; 2024Q4: 4,091 shares; 2025Q1: 4,074 shares; 2025Q2: 9,187 shares; 2025Q3: 17,436 shares; 2025Q4: 11,142 shares; 2026Q1: 10,535 shares; 2026Q2: 8,670 shares 8,670 $2.34M 0.14% -1,865 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,867 shares; 2024Q4: 2,867 shares; 2025Q1: 2,867 shares; 2025Q2: 1,436 shares; 2025Q3: 3,007 shares; 2025Q4: 1,436 shares; 2026Q1: 12,038 shares; 2026Q2: 12,343 shares 12,343 $2.32M 0.13% +305 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,876 shares; 2024Q4: 26,839 shares; 2025Q1: 26,579 shares; 2025Q2: 23,968 shares; 2025Q3: 18,508 shares; 2025Q4: 17,189 shares; 2026Q1: 17,116 shares; 2026Q2: 11,684 shares 11,684 $2.31M 0.13% -5,432 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,260 shares; 2024Q4: 8,569 shares; 2025Q1: 6,780 shares; 2025Q2: 27,299 shares; 2025Q3: 66,693 shares; 2025Q4: 36,583 shares; 2026Q1: 31,341 shares; 2026Q2: 25,296 shares 25,296 $2.3M 0.13% -6,045 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,851 shares; 2025Q3: 57,169 shares; 2025Q4: 40,883 shares; 2026Q1: 37,998 shares; 2026Q2: 37,343 shares 37,343 $2.26M 0.13% -655 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,858 shares; 2025Q3: 22,474 shares; 2025Q4: 24,765 shares; 2026Q1: 25,116 shares; 2026Q2: 24,522 shares 24,522 $2.22M 0.13% -594 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,724 shares; 2024Q4: 2,938 shares; 2025Q1: 3,333 shares; 2025Q2: 17,483 shares; 2025Q3: 42,844 shares; 2025Q4: 25,477 shares; 2026Q1: 24,931 shares; 2026Q2: 22,869 shares 22,869 $2.2M 0.13% -2,062 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,244 shares; 2024Q4: 4,464 shares; 2025Q1: 4,673 shares; 2025Q2: 8,287 shares; 2025Q3: 12,627 shares; 2025Q4: 6,751 shares; 2026Q1: 6,336 shares; 2026Q2: 6,073 shares 6,073 $2.2M 0.13% -263 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,439 shares; 2026Q2: 20,013 shares 20,013 $2.15M 0.12% +5,574 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,893 shares 53,893 $2.13M 0.12% new 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; 2024Q3: 19,742 shares; 2024Q4: 19,018 shares; 2025Q1: 23,261 shares; 2025Q2: 23,213 shares; 2025Q3: 23,454 shares; 2025Q4: 19,848 shares; 2026Q1: 20,662 shares; 2026Q2: 21,326 shares 21,326 $2.06M 0.12% +664 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,765 shares; 2024Q4: 7,788 shares; 2025Q1: 8,057 shares; 2025Q2: 7,958 shares; 2025Q3: 5,984 shares; 2025Q4: 6,202 shares; 2026Q1: 6,476 shares; 2026Q2: 5,611 shares 5,611 $2.05M 0.12% -865 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,931 shares; 2025Q3: 16,742 shares; 2025Q4: 11,220 shares; 2026Q1: 10,378 shares; 2026Q2: 9,416 shares 9,416 $2.04M 0.12% -962 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,569 shares; 2024Q4: 5,074 shares; 2025Q1: 3,294 shares; 2025Q2: 2,547 shares; 2025Q3: 5,453 shares; 2025Q4: 6,111 shares; 2026Q1: 9,970 shares; 2026Q2: 13,173 shares 13,173 $2.03M 0.12% +3,203 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,240 shares; 2024Q4: 749 shares; 2025Q1: 784 shares; 2025Q2: 3,682 shares; 2025Q3: 8,375 shares; 2025Q4: 9,626 shares; 2026Q1: 11,391 shares; 2026Q2: 7,741 shares 7,741 $2.02M 0.12% -3,650 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,111 shares; 2024Q4: 12,703 shares; 2025Q1: 13,491 shares; 2025Q2: 15,005 shares; 2025Q3: 22,647 shares; 2025Q4: 14,586 shares; 2026Q1: 14,355 shares; 2026Q2: 11,558 shares 11,558 $1.94M 0.11% -2,797 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,304 shares; 2024Q4: 18,168 shares; 2025Q1: 17,912 shares; 2025Q2: 15,731 shares; 2025Q3: 14,154 shares; 2025Q4: 12,998 shares; 2026Q1: 12,998 shares; 2026Q2: 12,998 shares 12,998 $1.92M 0.11% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,689 shares; 2024Q4: 14,992 shares; 2025Q1: 9,443 shares; 2025Q2: 13,932 shares; 2025Q3: 20,267 shares; 2025Q4: 25,533 shares; 2026Q1: 28,640 shares; 2026Q2: 39,641 shares 39,641 $1.9M 0.11% +11,001 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,373 shares; 2025Q3: 18,415 shares; 2025Q4: 13,773 shares; 2026Q1: 11,379 shares; 2026Q2: 9,620 shares 9,620 $1.87M 0.11% -1,759 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,020 shares; 2024Q4: 11,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,264 shares 22,264 $1.86M 0.11% new Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,360 shares; 2025Q4: 27,053 shares; 2026Q1: 29,445 shares; 2026Q2: 26,841 shares 26,841 $1.86M 0.11% -2,604 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,957 shares; 2025Q3: 39,294 shares; 2025Q4: 38,602 shares; 2026Q1: 32,102 shares; 2026Q2: 10,678 shares 10,678 $1.85M 0.11% -21,424 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,351 shares; 2025Q4: 49,190 shares; 2026Q1: 81,088 shares; 2026Q2: 93,174 shares 93,174 $1.85M 0.11% +12,086 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; 2024Q3: 3,861 shares; 2024Q4: 3,433 shares; 2025Q1: not reported; 2025Q2: 3,167 shares; 2025Q3: 14,865 shares; 2025Q4: 11,367 shares; 2026Q1: 11,448 shares; 2026Q2: 11,346 shares 11,346 $1.85M 0.11% -102 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,111 shares; 2024Q4: 1,009 shares; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 8,144 shares; 2025Q4: 5,316 shares; 2026Q1: 5,566 shares; 2026Q2: 4,461 shares 4,461 $1.82M 0.1% -1,105 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; 2024Q3: 1,423 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,737 shares; 2025Q4: 1,985 shares; 2026Q1: 16,809 shares; 2026Q2: 11,270 shares 11,270 $1.79M 0.1% -5,539 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,475 shares; 2024Q4: 2,457 shares; 2025Q1: 2,651 shares; 2025Q2: 10,758 shares; 2025Q3: 19,581 shares; 2025Q4: 9,519 shares; 2026Q1: 8,966 shares; 2026Q2: 8,763 shares 8,763 $1.77M 0.1% -203 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,538 shares; 2025Q3: 20,518 shares; 2025Q4: 20,118 shares; 2026Q1: 20,118 shares; 2026Q2: 18,047 shares 18,047 $1.74M 0.1% -2,071 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,815 shares; 2024Q4: 5,889 shares; 2025Q1: 6,250 shares; 2025Q2: 16,565 shares; 2025Q3: 39,687 shares; 2025Q4: 16,097 shares; 2026Q1: 16,847 shares; 2026Q2: 14,635 shares 14,635 $1.71M 0.1% -2,212 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,634 shares; 2025Q3: 2,654 shares; 2025Q4: 2,767 shares; 2026Q1: 3,523 shares; 2026Q2: 17,936 shares 17,936 $1.7M 0.1% +14,413 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,655 shares; 2025Q4: 28,561 shares; 2026Q1: 28,422 shares; 2026Q2: 27,709 shares 27,709 $1.69M 0.1% -713 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,345 shares; 2024Q4: 10,035 shares; 2025Q1: 10,035 shares; 2025Q2: 12,894 shares; 2025Q3: 71,036 shares; 2025Q4: 67,251 shares; 2026Q1: 63,918 shares; 2026Q2: 52,792 shares 52,792 $1.67M 0.1% -11,126 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,977 shares; 2024Q4: 10,250 shares; 2025Q1: 10,550 shares; 2025Q2: 40,658 shares; 2025Q3: 63,701 shares; 2025Q4: 29,756 shares; 2026Q1: 30,471 shares; 2026Q2: 28,785 shares 28,785 $1.66M 0.1% -1,686 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,609 shares; 2025Q1: not reported; 2025Q2: 1,609 shares; 2025Q3: 4,868 shares; 2025Q4: 9,948 shares; 2026Q1: 10,660 shares; 2026Q2: 10,098 shares 10,098 $1.65M 0.1% -562 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 824 shares; 2025Q1: not reported; 2025Q2: 1,897 shares; 2025Q3: 4,369 shares; 2025Q4: 1,487 shares; 2026Q1: 1,566 shares; 2026Q2: 1,392 shares 1,392 $1.64M 0.09% -174 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,146 shares; 2025Q3: 8,145 shares; 2025Q4: 7,922 shares; 2026Q1: 7,226 shares; 2026Q2: 3,517 shares 3,517 $1.61M 0.09% -3,709 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,152 shares; 2026Q1: 28,152 shares; 2026Q2: 28,152 shares 28,152 $1.59M 0.09% 0 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,475 shares; 2026Q2: 12,503 shares 12,503 $1.58M 0.09% +28 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,075 shares; 2025Q2: 13,184 shares; 2025Q3: 14,930 shares; 2025Q4: 15,900 shares; 2026Q1: 20,920 shares; 2026Q2: 20,410 shares 20,410 $1.58M 0.09% -510 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,627 shares; 2024Q4: 18,886 shares; 2025Q1: 21,326 shares; 2025Q2: 26,619 shares; 2025Q3: 29,100 shares; 2025Q4: 35,038 shares; 2026Q1: 47,015 shares; 2026Q2: 56,365 shares 56,365 $1.53M 0.09% +9,350 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 53,498 shares 53,498 $1.53M 0.09% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,469 shares; 2024Q4: 11,557 shares; 2025Q1: 9,011 shares; 2025Q2: 9,670 shares; 2025Q3: 13,835 shares; 2025Q4: 23,932 shares; 2026Q1: 42,701 shares; 2026Q2: 44,881 shares 44,881 $1.42M 0.08% +2,180 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,911 shares 18,911 $1.42M 0.08% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,811 shares; 2025Q3: 24,679 shares; 2025Q4: 10,560 shares; 2026Q1: 11,030 shares; 2026Q2: 10,403 shares 10,403 $1.41M 0.08% -627 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,411 shares; 2025Q4: 23,191 shares; 2026Q1: 23,191 shares; 2026Q2: 29,599 shares 29,599 $1.4M 0.08% +6,408 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,503 shares; 2024Q4: 2,327 shares; 2025Q1: 2,322 shares; 2025Q2: 3,625 shares; 2025Q3: 5,312 shares; 2025Q4: 3,637 shares; 2026Q1: 3,227 shares; 2026Q2: 3,315 shares 3,315 $1.38M 0.08% +88 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,793 shares; 2024Q4: 5,174 shares; 2025Q1: 5,764 shares; 2025Q2: 8,021 shares; 2025Q3: 8,179 shares; 2025Q4: 10,005 shares; 2026Q1: 15,293 shares; 2026Q2: 17,086 shares 17,086 $1.37M 0.08% +1,793 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 10,530 shares; 2026Q1: 9,153 shares; 2026Q2: 9,153 shares 9,153 $1.37M 0.08% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,386 shares; 2025Q3: 12,073 shares; 2025Q4: 9,048 shares; 2026Q1: 19,989 shares; 2026Q2: 6,639 shares 6,639 $1.37M 0.08% -13,350 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,863 shares; 2026Q1: 17,762 shares; 2026Q2: 17,708 shares 17,708 $1.36M 0.08% -54 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 5,258 shares; 2025Q4: 3,303 shares; 2026Q1: 3,178 shares; 2026Q2: 3,000 shares 3,000 $1.35M 0.08% -178 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,897 shares; 2024Q4: 3,885 shares; 2025Q1: 3,881 shares; 2025Q2: 3,875 shares; 2025Q3: 3,666 shares; 2025Q4: 3,665 shares; 2026Q1: 3,668 shares; 2026Q2: 3,666 shares 3,666 $1.34M 0.08% -2 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,876 shares; 2026Q2: 11,876 shares 11,876 $1.31M 0.08% 0 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,618 shares; 2025Q3: 24,726 shares; 2025Q4: 21,885 shares; 2026Q1: 17,903 shares; 2026Q2: 11,360 shares 11,360 $1.31M 0.08% -6,543 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,538 shares; 2025Q4: 3,448 shares; 2026Q1: 3,649 shares; 2026Q2: 3,878 shares 3,878 $1.3M 0.07% +229 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,032 shares; 2024Q4: 4,032 shares; 2025Q1: 4,032 shares; 2025Q2: 2,853 shares; 2025Q3: 11,936 shares; 2025Q4: 11,936 shares; 2026Q1: 9,709 shares; 2026Q2: 8,248 shares 8,248 $1.29M 0.07% -1,461 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,173 shares; 2024Q4: 5,239 shares; 2025Q1: 4,927 shares; 2025Q2: 9,697 shares; 2025Q3: 10,054 shares; 2025Q4: 5,867 shares; 2026Q1: 11,845 shares; 2026Q2: 13,160 shares 13,160 $1.27M 0.07% +1,315 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,715 shares; 2024Q4: 12,127 shares; 2025Q1: 4,062 shares; 2025Q2: 8,313 shares; 2025Q3: 7,659 shares; 2025Q4: 10,697 shares; 2026Q1: 20,102 shares; 2026Q2: 24,925 shares 24,925 $1.26M 0.07% +4,823 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,884 shares; 2024Q4: 31,532 shares; 2025Q1: 18,636 shares; 2025Q2: 19,624 shares; 2025Q3: 20,567 shares; 2025Q4: 26,313 shares; 2026Q1: 61,856 shares; 2026Q2: 70,975 shares 70,975 $1.25M 0.07% +9,119 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,170 shares; 2024Q4: 12,022 shares; 2025Q1: 11,523 shares; 2025Q2: 11,491 shares; 2025Q3: 10,912 shares; 2025Q4: 9,774 shares; 2026Q1: 11,968 shares; 2026Q2: 11,454 shares 11,454 $1.25M 0.07% -514 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,267 shares; 2025Q3: 18,958 shares; 2025Q4: 20,391 shares; 2026Q1: 25,312 shares; 2026Q2: 36,934 shares 36,934 $1.25M 0.07% +11,622 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,476 shares; 2024Q4: 10,404 shares; 2025Q1: 10,404 shares; 2025Q2: 10,404 shares; 2025Q3: 10,404 shares; 2025Q4: 10,404 shares; 2026Q1: 13,517 shares; 2026Q2: 13,517 shares 13,517 $1.23M 0.07% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,517 shares; 2024Q4: 4,517 shares; 2025Q1: 4,517 shares; 2025Q2: 4,829 shares; 2025Q3: 40,818 shares; 2025Q4: 41,767 shares; 2026Q1: 43,671 shares; 2026Q2: 9,593 shares 9,593 $1.2M 0.07% -34,078 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,234 shares; 2025Q1: 30,395 shares; 2025Q2: 29,899 shares; 2025Q3: 34,163 shares; 2025Q4: 41,404 shares; 2026Q1: 44,092 shares; 2026Q2: 46,063 shares 46,063 $1.19M 0.07% +1,971 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,768 shares; 2024Q4: 30,734 shares; 2025Q1: 31,870 shares; 2025Q2: 31,217 shares; 2025Q3: 35,638 shares; 2025Q4: 42,753 shares; 2026Q1: 45,618 shares; 2026Q2: 46,522 shares 46,522 $1.19M 0.07% +904 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,674 shares; 2024Q4: 30,641 shares; 2025Q1: 31,764 shares; 2025Q2: 31,114 shares; 2025Q3: 35,527 shares; 2025Q4: 42,646 shares; 2026Q1: 45,527 shares; 2026Q2: 46,398 shares 46,398 $1.19M 0.07% +871 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,903 shares; 2024Q4: 30,875 shares; 2025Q1: 32,008 shares; 2025Q2: 31,354 shares; 2025Q3: 35,819 shares; 2025Q4: 42,992 shares; 2026Q1: 45,887 shares; 2026Q2: 46,775 shares 46,775 $1.19M 0.07% +888 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,905 shares; 2024Q4: 30,873 shares; 2025Q1: 32,029 shares; 2025Q2: 31,374 shares; 2025Q3: 35,843 shares; 2025Q4: 42,988 shares; 2026Q1: 45,855 shares; 2026Q2: 46,789 shares 46,789 $1.19M 0.07% +934 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,606 shares; 2025Q4: 9,117 shares; 2026Q1: 23,946 shares; 2026Q2: 23,818 shares 23,818 $1.18M 0.07% -128 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,956 shares 15,956 $1.18M 0.07% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,525 shares; 2024Q4: 23,660 shares; 2025Q1: 22,705 shares; 2025Q2: 17,660 shares; 2025Q3: 15,150 shares; 2025Q4: 16,736 shares; 2026Q1: 20,708 shares; 2026Q2: 22,177 shares 22,177 $1.16M 0.07% +1,469 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,769 shares; 2024Q4: 9,033 shares; 2025Q1: 9,260 shares; 2025Q2: 22,042 shares; 2025Q3: 35,467 shares; 2025Q4: 11,390 shares; 2026Q1: 12,046 shares; 2026Q2: 8,255 shares 8,255 $1.16M 0.07% -3,791 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,881 shares; 2024Q4: 51,462 shares; 2025Q1: 52,186 shares; 2025Q2: 54,633 shares; 2025Q3: 57,964 shares; 2025Q4: 45,331 shares; 2026Q1: 45,991 shares; 2026Q2: 35,863 shares 35,863 $1.15M 0.07% -10,128 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,332 shares; 2025Q1: 6,610 shares; 2025Q2: 12,987 shares; 2025Q3: 22,513 shares; 2025Q4: 11,195 shares; 2026Q1: 12,223 shares; 2026Q2: 12,435 shares 12,435 $1.13M 0.07% +212 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,209 shares; 2024Q4: 1,179 shares; 2025Q1: 1,218 shares; 2025Q2: 3,296 shares; 2025Q3: 5,287 shares; 2025Q4: 2,918 shares; 2026Q1: 2,415 shares; 2026Q2: 1,773 shares 1,773 $1.12M 0.06% -642 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; 2024Q3: 10,519 shares; 2024Q4: 12,519 shares; 2025Q1: 7,812 shares; 2025Q2: 14,833 shares; 2025Q3: 16,491 shares; 2025Q4: 17,526 shares; 2026Q1: 21,838 shares; 2026Q2: 24,018 shares 24,018 $1.11M 0.06% +2,180 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,335 shares; 2025Q3: 45,604 shares; 2025Q4: 22,608 shares; 2026Q1: 23,696 shares; 2026Q2: 23,054 shares 23,054 $1.11M 0.06% -642 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 2,841 shares; 2025Q1: 2,987 shares; 2025Q2: 6,148 shares; 2025Q3: 10,202 shares; 2025Q4: 5,434 shares; 2026Q1: 4,830 shares; 2026Q2: 4,494 shares 4,494 $1.11M 0.06% -336 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,528 shares; 2025Q2: 13,290 shares; 2025Q3: 27,947 shares; 2025Q4: 10,004 shares; 2026Q1: 11,385 shares; 2026Q2: 11,552 shares 11,552 $1.11M 0.06% +167 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,752 shares; 2025Q3: 10,228 shares; 2025Q4: 8,328 shares; 2026Q1: 9,016 shares; 2026Q2: 7,469 shares 7,469 $1.08M 0.06% -1,547 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 133,564 shares; 2025Q1: 130,933 shares; 2025Q2: 104,154 shares; 2025Q3: 52,744 shares; 2025Q4: 34,898 shares; 2026Q1: 25,159 shares; 2026Q2: 21,281 shares 21,281 $1.07M 0.06% -3,878 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,473 shares; 2025Q3: 29,147 shares; 2025Q4: 9,479 shares; 2026Q1: 11,956 shares; 2026Q2: 11,071 shares 11,071 $1.06M 0.06% -885 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 376 shares; 2026Q1: 2,297 shares; 2026Q2: 1,705 shares 1,705 $1.06M 0.06% -592 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,394 shares; 2025Q4: 65,446 shares; 2026Q1: 17,055 shares; 2026Q2: 17,055 shares 17,055 $1.05M 0.06% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,187 shares; 2024Q4: 19,443 shares; 2025Q1: 19,474 shares; 2025Q2: 21,302 shares; 2025Q3: 25,890 shares; 2025Q4: 25,348 shares; 2026Q1: 29,604 shares; 2026Q2: 33,079 shares 33,079 $1.04M 0.06% +3,475 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,807 shares; 2024Q4: 2,781 shares; 2025Q1: 2,913 shares; 2025Q2: 4,441 shares; 2025Q3: 7,367 shares; 2025Q4: 3,679 shares; 2026Q1: 3,596 shares; 2026Q2: 3,268 shares 3,268 $1.03M 0.06% -328 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,633 shares 4,633 $1.02M 0.06% new Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,812 shares; 2026Q2: 39,362 shares 39,362 $1.02M 0.06% +8,550 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: not reported; 2025Q1: 1,001 shares; 2025Q2: 3,027 shares; 2025Q3: 6,873 shares; 2025Q4: 3,373 shares; 2026Q1: 3,510 shares; 2026Q2: 3,579 shares 3,579 $997K 0.06% +69 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,155 shares; 2025Q3: 9,272 shares; 2025Q4: 9,272 shares; 2026Q1: 13,038 shares; 2026Q2: 13,308 shares 13,308 $997K 0.06% +270 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,820 shares 3,820 $996K 0.06% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,689 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,955 shares; 2025Q4: 3,715 shares; 2026Q1: 5,022 shares; 2026Q2: 6,349 shares 6,349 $995K 0.06% +1,327 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,629 shares; 2025Q4: 7,564 shares; 2026Q1: 7,558 shares; 2026Q2: 8,319 shares 8,319 $990K 0.06% +761 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,414 shares 4,414 $988K 0.06% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,701 shares; 2024Q4: 12,917 shares; 2025Q1: 12,157 shares; 2025Q2: 12,032 shares; 2025Q3: 12,907 shares; 2025Q4: 15,601 shares; 2026Q1: 18,585 shares; 2026Q2: 11,393 shares 11,393 $987K 0.06% -7,192 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; 2024Q3: 8,448 shares; 2024Q4: 6,589 shares; 2025Q1: 6,741 shares; 2025Q2: 9,053 shares; 2025Q3: 27,627 shares; 2025Q4: 10,507 shares; 2026Q1: 9,621 shares; 2026Q2: 9,419 shares 9,419 $974K 0.06% -202 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,039 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,085 shares 9,085 $973K 0.06% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,510 shares; 2025Q3: 8,020 shares; 2025Q4: 8,427 shares; 2026Q1: 10,709 shares; 2026Q2: 11,736 shares 11,736 $973K 0.06% +1,027 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,163 shares; 2026Q1: 15,163 shares; 2026Q2: 8,774 shares 8,774 $968K 0.06% -6,389 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 72,699 shares 72,699 $965K 0.06% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,953 shares; 2025Q4: 56,352 shares; 2026Q1: 56,557 shares; 2026Q2: 56,515 shares 56,515 $959K 0.06% -42 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,254 shares; 2024Q4: 36,843 shares; 2025Q1: 35,794 shares; 2025Q2: 19,779 shares; 2025Q3: 18,930 shares; 2025Q4: 18,916 shares; 2026Q1: 18,869 shares; 2026Q2: 16,848 shares 16,848 $946K 0.05% -2,021 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,105 shares; 2026Q2: 5,420 shares 5,420 $944K 0.05% +1,315 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,038 shares; 2025Q3: 20,312 shares; 2025Q4: 10,613 shares; 2026Q1: 9,546 shares; 2026Q2: 9,129 shares 9,129 $933K 0.05% -417 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,822 shares; 2026Q1: 7,581 shares; 2026Q2: 9,397 shares 9,397 $923K 0.05% +1,816 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,768 shares; 2024Q4: 4,921 shares; 2025Q1: 5,207 shares; 2025Q2: 15,476 shares; 2025Q3: 29,045 shares; 2025Q4: 12,878 shares; 2026Q1: 11,835 shares; 2026Q2: 9,959 shares 9,959 $919K 0.05% -1,876 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,664 shares; 2025Q4: 17,946 shares; 2026Q1: 18,998 shares; 2026Q2: 19,290 shares 19,290 $915K 0.05% +292 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,618 shares; 2025Q4: 36,750 shares; 2026Q1: 38,903 shares; 2026Q2: 39,492 shares 39,492 $914K 0.05% +589 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 1,010 shares; 2025Q1: 1,044 shares; 2025Q2: 2,175 shares; 2025Q3: 3,883 shares; 2025Q4: 2,096 shares; 2026Q1: 1,878 shares; 2026Q2: 1,781 shares 1,781 $907K 0.05% -97 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,353 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,025 shares; 2026Q1: 3,296 shares; 2026Q2: 2,300 shares 2,300 $906K 0.05% -996 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,999 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,818 shares; 2025Q3: 5,102 shares; 2025Q4: 3,021 shares; 2026Q1: 2,842 shares; 2026Q2: 2,699 shares 2,699 $891K 0.05% -143 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,632 shares; 2024Q4: 30,777 shares; 2025Q1: 31,730 shares; 2025Q2: 22,106 shares; 2025Q3: 26,618 shares; 2025Q4: 28,300 shares; 2026Q1: 32,789 shares; 2026Q2: 32,683 shares 32,683 $876K 0.05% -106 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,010 shares; 2025Q4: 2,441 shares; 2026Q1: 2,072 shares; 2026Q2: 2,067 shares 2,067 $876K 0.05% -5 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,834 shares; 2025Q4: 14,611 shares; 2026Q1: 12,657 shares; 2026Q2: 11,452 shares 11,452 $875K 0.05% -1,205 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,231 shares; 2024Q4: 2,484 shares; 2025Q1: 2,494 shares; 2025Q2: 4,959 shares; 2025Q3: 11,278 shares; 2025Q4: 4,661 shares; 2026Q1: 4,940 shares; 2026Q2: 5,477 shares 5,477 $869K 0.05% +537 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 317 shares; 2025Q1: 312 shares; 2025Q2: 915 shares; 2025Q3: 1,524 shares; 2025Q4: 1,500 shares; 2026Q1: 1,060 shares; 2026Q2: 511 shares 511 $867K 0.05% -549 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,984 shares; 2025Q3: 4,879 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 897 shares 897 $866K 0.05% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,558 shares; 2025Q1: 1,567 shares; 2025Q2: 5,113 shares; 2025Q3: 12,849 shares; 2025Q4: 8,073 shares; 2026Q1: 7,393 shares; 2026Q2: 7,342 shares 7,342 $864K 0.05% -51 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,494 shares; 2025Q2: 11,867 shares; 2025Q3: 10,529 shares; 2025Q4: 10,466 shares; 2026Q1: 14,040 shares; 2026Q2: 29,660 shares 29,660 $855K 0.05% +15,620 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,406 shares; 2025Q3: 23,167 shares; 2025Q4: 10,979 shares; 2026Q1: 12,079 shares; 2026Q2: 14,650 shares 14,650 $844K 0.05% +2,571 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,765 shares; 2025Q2: 13,699 shares; 2025Q3: 15,780 shares; 2025Q4: 3,093 shares; 2026Q1: 2,485 shares; 2026Q2: 1,948 shares 1,948 $840K 0.05% -537 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,777 shares; 2024Q4: 13,649 shares; 2025Q1: 13,591 shares; 2025Q2: 28,023 shares; 2025Q3: 39,407 shares; 2025Q4: 18,749 shares; 2026Q1: 19,507 shares; 2026Q2: 17,655 shares 17,655 $839K 0.05% -1,852 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,629 shares; 2024Q4: 1,783 shares; 2025Q1: not reported; 2025Q2: 23,989 shares; 2025Q3: 33,946 shares; 2025Q4: 26,197 shares; 2026Q1: 26,493 shares; 2026Q2: 4,668 shares 4,668 $821K 0.05% -21,825 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,751 shares; 2025Q2: 8,700 shares; 2025Q3: 8,637 shares; 2025Q4: 10,224 shares; 2026Q1: 10,511 shares; 2026Q2: 10,457 shares 10,457 $815K 0.05% -54 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,339 shares; 2025Q1: not reported; 2025Q2: 4,973 shares; 2025Q3: 11,399 shares; 2025Q4: 7,092 shares; 2026Q1: 6,785 shares; 2026Q2: 6,859 shares 6,859 $811K 0.05% +74 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,296 shares; 2026Q1: 10,421 shares; 2026Q2: 10,356 shares 10,356 $805K 0.05% -65 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,461 shares; 2025Q3: 4,272 shares; 2025Q4: 3,226 shares; 2026Q1: 3,711 shares; 2026Q2: 3,570 shares 3,570 $801K 0.05% -141 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 6,713 shares; 2025Q4: 2,319 shares; 2026Q1: 3,213 shares; 2026Q2: 3,303 shares 3,303 $799K 0.05% +90 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,172 shares; 2025Q1: 11,249 shares; 2025Q2: 11,533 shares; 2025Q3: 17,225 shares; 2025Q4: 11,193 shares; 2026Q1: 11,084 shares; 2026Q2: 11,130 shares 11,130 $786K 0.05% +46 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,997 shares; 2025Q3: 23,005 shares; 2025Q4: 5,292 shares; 2026Q1: 4,424 shares; 2026Q2: 4,198 shares 4,198 $759K 0.04% -226 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 2,562 shares; 2025Q3: 6,837 shares; 2025Q4: 3,370 shares; 2026Q1: 3,277 shares; 2026Q2: 3,188 shares 3,188 $759K 0.04% -89 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,190 shares; 2025Q3: 17,902 shares; 2025Q4: 4,205 shares; 2026Q1: 8,517 shares; 2026Q2: 2,966 shares 2,966 $758K 0.04% -5,551 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,853 shares; 2024Q4: 10,758 shares; 2025Q1: 13,060 shares; 2025Q2: 14,603 shares; 2025Q3: 14,745 shares; 2025Q4: 17,839 shares; 2026Q1: 22,144 shares; 2026Q2: 17,743 shares 17,743 $757K 0.04% -4,401 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,519 shares; 2024Q4: 11,438 shares; 2025Q1: 8,543 shares; 2025Q2: 7,982 shares; 2025Q3: 9,388 shares; 2025Q4: 10,366 shares; 2026Q1: 13,474 shares; 2026Q2: 12,129 shares 12,129 $749K 0.04% -1,345 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; 2024Q3: 970 shares; 2024Q4: 864 shares; 2025Q1: 954 shares; 2025Q2: 3,356 shares; 2025Q3: 5,588 shares; 2025Q4: 4,162 shares; 2026Q1: 2,656 shares; 2026Q2: 2,201 shares 2,201 $745K 0.04% -455 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,922 shares; 2025Q3: 44,654 shares; 2025Q4: 48,179 shares; 2026Q1: 35,180 shares; 2026Q2: 36,617 shares 36,617 $735K 0.04% +1,437 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,223 shares; 2024Q4: 18,699 shares; 2025Q1: 19,190 shares; 2025Q2: 17,997 shares; 2025Q3: 20,768 shares; 2025Q4: 19,675 shares; 2026Q1: 18,119 shares; 2026Q2: 10,692 shares 10,692 $729K 0.04% -7,427 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,423 shares; 2025Q2: 11,047 shares; 2025Q3: 10,726 shares; 2025Q4: 10,176 shares; 2026Q1: 9,717 shares; 2026Q2: 9,601 shares 9,601 $725K 0.04% -116 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; 2024Q3: not reported; 2024Q4: 914 shares; 2025Q1: not reported; 2025Q2: 1,077 shares; 2025Q3: 1,330 shares; 2025Q4: 1,962 shares; 2026Q1: 2,899 shares; 2026Q2: 6,137 shares 6,137 $720K 0.04% +3,238 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 677 shares; 2025Q1: not reported; 2025Q2: 5,248 shares; 2025Q3: 14,576 shares; 2025Q4: 4,992 shares; 2026Q1: 4,290 shares; 2026Q2: 3,493 shares 3,493 $716K 0.04% -797 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,736 shares; 2025Q3: 3,890 shares; 2025Q4: 1,232 shares; 2026Q1: 1,012 shares; 2026Q2: 1,000 shares 1,000 $713K 0.04% -12 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,923 shares; 2025Q4: 26,004 shares; 2026Q1: 39,778 shares; 2026Q2: 25,079 shares 25,079 $696K 0.04% -14,699 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,193 shares 10,193 $686K 0.04% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,759 shares; 2026Q1: 3,527 shares; 2026Q2: 3,312 shares 3,312 $685K 0.04% -215 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,537 shares; 2024Q4: 3,611 shares; 2025Q1: 3,655 shares; 2025Q2: 6,881 shares; 2025Q3: 14,516 shares; 2025Q4: 6,065 shares; 2026Q1: 5,353 shares; 2026Q2: 4,779 shares 4,779 $684K 0.04% -574 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 870 shares; 2025Q3: 2,782 shares; 2025Q4: 1,606 shares; 2026Q1: 1,603 shares; 2026Q2: 1,481 shares 1,481 $679K 0.04% -122 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,301 shares; 2024Q4: 2,305 shares; 2025Q1: 2,476 shares; 2025Q2: 4,348 shares; 2025Q3: 6,489 shares; 2025Q4: 2,874 shares; 2026Q1: 2,343 shares; 2026Q2: 3,040 shares 3,040 $678K 0.04% +697 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,419 shares; 2024Q4: 10,502 shares; 2025Q1: 10,998 shares; 2025Q2: 10,282 shares; 2025Q3: 11,451 shares; 2025Q4: 13,139 shares; 2026Q1: 16,629 shares; 2026Q2: 8,146 shares 8,146 $671K 0.04% -8,483 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,591 shares; 2024Q4: 850 shares; 2025Q1: 912 shares; 2025Q2: 3,371 shares; 2025Q3: 5,697 shares; 2025Q4: 2,167 shares; 2026Q1: 2,185 shares; 2026Q2: 2,122 shares 2,122 $668K 0.04% -63 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,408 shares; 2025Q3: 77,980 shares; 2025Q4: 61,523 shares; 2026Q1: 44,912 shares; 2026Q2: 8,785 shares 8,785 $668K 0.04% -36,127 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,439 shares; 2024Q4: 3,418 shares; 2025Q1: 3,599 shares; 2025Q2: 4,181 shares; 2025Q3: 5,317 shares; 2025Q4: 3,842 shares; 2026Q1: 3,246 shares; 2026Q2: 2,980 shares 2,980 $664K 0.04% -266 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,783 shares; 2024Q4: 7,691 shares; 2025Q1: 7,861 shares; 2025Q2: 13,440 shares; 2025Q3: 19,028 shares; 2025Q4: 13,205 shares; 2026Q1: 9,606 shares; 2026Q2: 8,976 shares 8,976 $658K 0.04% -630 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,477 shares; 2025Q4: 10,363 shares; 2026Q1: 15,409 shares; 2026Q2: 27,793 shares 27,793 $655K 0.04% +12,384 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,297 shares; 2024Q4: 3,579 shares; 2025Q1: 3,377 shares; 2025Q2: 3,505 shares; 2025Q3: 9,252 shares; 2025Q4: 9,210 shares; 2026Q1: 7,547 shares; 2026Q2: 8,346 shares 8,346 $647K 0.04% +799 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 720 shares; 2025Q3: 1,487 shares; 2025Q4: 1,031 shares; 2026Q1: 1,025 shares; 2026Q2: 965 shares 965 $644K 0.04% -60 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,176 shares; 2024Q4: 6,767 shares; 2025Q1: 6,767 shares; 2025Q2: 7,509 shares; 2025Q3: 6,238 shares; 2025Q4: 6,238 shares; 2026Q1: 5,019 shares; 2026Q2: 3,915 shares 3,915 $643K 0.04% -1,104 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,568 shares; 2024Q4: 1,198 shares; 2025Q1: 1,195 shares; 2025Q2: 3,438 shares; 2025Q3: 4,136 shares; 2025Q4: 4,036 shares; 2026Q1: 2,711 shares; 2026Q2: 2,643 shares 2,643 $641K 0.04% -68 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 546 shares; 2025Q3: 1,190 shares; 2025Q4: 561 shares; 2026Q1: 519 shares; 2026Q2: 478 shares 478 $637K 0.04% -41 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,564 shares; 2025Q3: 12,263 shares; 2025Q4: 3,437 shares; 2026Q1: 2,256 shares; 2026Q2: 993 shares 993 $634K 0.04% -1,263 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 6,061 shares; 2026Q1: 6,061 shares; 2026Q2: 7,110 shares 7,110 $634K 0.04% +1,049 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,299 shares; 2025Q4: 2,859 shares; 2026Q1: 4,099 shares; 2026Q2: 2,127 shares 2,127 $634K 0.04% -1,972 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,519 shares; 2025Q3: 6,994 shares; 2025Q4: 2,284 shares; 2026Q1: 1,821 shares; 2026Q2: 1,785 shares 1,785 $632K 0.04% -36 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,978 shares; 2024Q4: 4,978 shares; 2025Q1: 7,159 shares; 2025Q2: 7,626 shares; 2025Q3: 11,320 shares; 2025Q4: 11,354 shares; 2026Q1: 15,468 shares; 2026Q2: 13,649 shares 13,649 $630K 0.04% -1,819 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,342 shares; 2025Q4: 3,546 shares; 2026Q1: 3,544 shares; 2026Q2: 3,401 shares 3,401 $630K 0.04% -143 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,860 shares; 2025Q3: 4,709 shares; 2025Q4: 3,278 shares; 2026Q1: 2,575 shares; 2026Q2: 2,737 shares 2,737 $628K 0.04% +162 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,625 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares; 2026Q2: 3,866 shares 3,866 $627K 0.04% +161 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,940 shares; 2024Q4: 4,150 shares; 2025Q1: 3,524 shares; 2025Q2: 1,726 shares; 2025Q3: 2,776 shares; 2025Q4: 1,589 shares; 2026Q1: 2,526 shares; 2026Q2: 1,206 shares 1,206 $621K 0.04% -1,320 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 941 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,232 shares; 2025Q4: 2,825 shares; 2026Q1: 3,048 shares; 2026Q2: 2,880 shares 2,880 $612K 0.04% -168 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,985 shares; 2026Q2: 4,989 shares 4,989 $606K 0.03% +4 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,660 shares; 2025Q4: 13,064 shares; 2026Q1: 13,638 shares; 2026Q2: 13,844 shares 13,844 $602K 0.03% +206 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,058 shares; 2026Q1: 49,552 shares; 2026Q2: 49,552 shares 49,552 $581K 0.03% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,145 shares; 2025Q4: 2,092 shares; 2026Q1: 3,217 shares; 2026Q2: 2,135 shares 2,135 $580K 0.03% -1,082 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,436 shares; 2025Q3: 12,180 shares; 2025Q4: 6,873 shares; 2026Q1: 6,694 shares; 2026Q2: 5,892 shares 5,892 $579K 0.03% -802 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,019 shares 3,019 $574K 0.03% new Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,567 shares; 2025Q3: 38,885 shares; 2025Q4: 23,985 shares; 2026Q1: 23,999 shares; 2026Q2: 13,353 shares 13,353 $573K 0.03% -10,646 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,811 shares; 2024Q4: 2,611 shares; 2025Q1: 2,657 shares; 2025Q2: 7,738 shares; 2025Q3: 11,194 shares; 2025Q4: 4,607 shares; 2026Q1: 3,575 shares; 2026Q2: 2,518 shares 2,518 $564K 0.03% -1,057 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,156 shares; 2025Q3: 23,864 shares; 2025Q4: 23,707 shares; 2026Q1: 23,827 shares; 2026Q2: 10,891 shares 10,891 $556K 0.03% -12,936 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 553 shares; 2025Q3: 1,693 shares; 2025Q4: 1,037 shares; 2026Q1: 961 shares; 2026Q2: 943 shares 943 $544K 0.03% -18 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,585 shares 10,585 $538K 0.03% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 992 shares; 2025Q3: 2,558 shares; 2025Q4: 1,280 shares; 2026Q1: 1,198 shares; 2026Q2: 1,051 shares 1,051 $535K 0.03% -147 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,247 shares 3,247 $531K 0.03% new Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 229,071 shares; 2026Q1: 61,091 shares; 2026Q2: 8,397 shares 8,397 $526K 0.03% -52,694 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,879 shares; 2024Q4: 12,967 shares; 2025Q1: 12,967 shares; 2025Q2: 11,847 shares; 2025Q3: 23,538 shares; 2025Q4: 23,304 shares; 2026Q1: 23,304 shares; 2026Q2: 10,919 shares 10,919 $521K 0.03% -12,385 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,620 shares 5,620 $510K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 4,967 shares; 2025Q4: 2,479 shares; 2026Q1: 2,288 shares; 2026Q2: 1,972 shares 1,972 $504K 0.03% -316 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; 2024Q3: 8,812 shares; 2024Q4: 5,937 shares; 2025Q1: 5,920 shares; 2025Q2: 8,689 shares; 2025Q3: 9,432 shares; 2025Q4: 6,553 shares; 2026Q1: 6,073 shares; 2026Q2: 6,123 shares 6,123 $502K 0.03% +50 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,591 shares; 2024Q4: 1,423 shares; 2025Q1: 1,514 shares; 2025Q2: 3,345 shares; 2025Q3: 5,392 shares; 2025Q4: 2,146 shares; 2026Q1: 1,765 shares; 2026Q2: 1,457 shares 1,457 $502K 0.03% -308 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,755 shares; 2025Q3: 20,737 shares; 2025Q4: 10,425 shares; 2026Q1: 8,622 shares; 2026Q2: 6,491 shares 6,491 $500K 0.03% -2,131 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,042 shares; 2025Q3: 9,824 shares; 2025Q4: 6,543 shares; 2026Q1: 6,207 shares; 2026Q2: 5,473 shares 5,473 $495K 0.03% -734 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,179 shares; 2024Q4: 18,110 shares; 2025Q1: 17,812 shares; 2025Q2: 17,114 shares; 2025Q3: 11,528 shares; 2025Q4: 9,928 shares; 2026Q1: 10,832 shares; 2026Q2: 5,373 shares 5,373 $492K 0.03% -5,459 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,941 shares; 2026Q1: 7,142 shares; 2026Q2: 7,127 shares 7,127 $491K 0.03% -15 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,266 shares; 2024Q4: 1,232 shares; 2025Q1: 1,317 shares; 2025Q2: 2,324 shares; 2025Q3: 3,704 shares; 2025Q4: 1,859 shares; 2026Q1: 1,875 shares; 2026Q2: 1,668 shares 1,668 $489K 0.03% -207 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 18,972 shares; 2025Q1: 19,087 shares; 2025Q2: 24,189 shares; 2025Q3: 30,661 shares; 2025Q4: 28,455 shares; 2026Q1: 29,309 shares; 2026Q2: 14,346 shares 14,346 $485K 0.03% -14,963 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,590 shares 5,590 $485K 0.03% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,740 shares; 2026Q1: 17,178 shares; 2026Q2: 16,740 shares 16,740 $485K 0.03% -438 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 705 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 1,024 shares; 2026Q2: 928 shares 928 $485K 0.03% -96 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,690 shares 10,690 $485K 0.03% new Timeline RAL RALLIANT CORP More: the full row for RALLIANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,584 shares; 2025Q4: 8,623 shares; 2026Q1: 8,043 shares; 2026Q2: 6,530 shares 6,530 $481K 0.03% -1,513 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 5,335 shares; 2025Q3: 12,973 shares; 2025Q4: 5,414 shares; 2026Q1: 4,507 shares; 2026Q2: 3,503 shares 3,503 $479K 0.03% -1,004 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,614 shares; 2025Q2: 11,709 shares; 2025Q3: 11,732 shares; 2025Q4: 12,154 shares; 2026Q1: 13,516 shares; 2026Q2: 10,491 shares 10,491 $473K 0.03% -3,025 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,675 shares 9,675 $469K 0.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,970 shares; 2026Q2: 2,970 shares 2,970 $464K 0.03% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,834 shares; 2025Q3: 35,310 shares; 2025Q4: 16,081 shares; 2026Q1: 19,085 shares; 2026Q2: 15,258 shares 15,258 $461K 0.03% -3,827 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; 2024Q3: 536 shares; 2024Q4: not reported; 2025Q1: 159 shares; 2025Q2: 8,367 shares; 2025Q3: 16,856 shares; 2025Q4: 6,613 shares; 2026Q1: 5,459 shares; 2026Q2: 4,993 shares 4,993 $460K 0.03% -466 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,783 shares; 2025Q4: 3,101 shares; 2026Q1: 2,620 shares; 2026Q2: 2,661 shares 2,661 $458K 0.03% +41 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,589 shares; 2025Q3: 27,038 shares; 2025Q4: 7,553 shares; 2026Q1: 5,553 shares; 2026Q2: 6,151 shares 6,151 $457K 0.03% +598 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,562 shares; 2025Q3: 12,241 shares; 2025Q4: 5,642 shares; 2026Q1: 5,676 shares; 2026Q2: 5,626 shares 5,626 $452K 0.03% -50 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; 2024Q3: 1,669 shares; 2024Q4: 1,555 shares; 2025Q1: 1,391 shares; 2025Q2: 2,396 shares; 2025Q3: 5,067 shares; 2025Q4: 2,267 shares; 2026Q1: 2,196 shares; 2026Q2: 1,958 shares 1,958 $449K 0.03% -238 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 993 shares; 2025Q2: 7,780 shares; 2025Q3: 11,011 shares; 2025Q4: 2,561 shares; 2026Q1: 1,770 shares; 2026Q2: 1,593 shares 1,593 $448K 0.03% -177 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,100 shares; 2025Q3: 6,616 shares; 2025Q4: 3,884 shares; 2026Q1: 3,208 shares; 2026Q2: 3,394 shares 3,394 $447K 0.03% +186 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,581 shares; 2025Q3: 21,936 shares; 2025Q4: 3,611 shares; 2026Q1: not reported; 2026Q2: 2,512 shares 2,512 $443K 0.03% 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,607 shares; 2025Q4: 3,849 shares; 2026Q1: 3,835 shares; 2026Q2: 3,974 shares 3,974 $442K 0.03% +139 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,328 shares; 2024Q4: 5,345 shares; 2025Q1: 6,251 shares; 2025Q2: 20,906 shares; 2025Q3: 65,155 shares; 2025Q4: 28,956 shares; 2026Q1: 24,047 shares; 2026Q2: 10,359 shares 10,359 $439K 0.03% -13,688 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,319 shares; 2026Q2: 4,305 shares 4,305 $439K 0.03% -14 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; 2024Q3: 2,469 shares; 2024Q4: 2,494 shares; 2025Q1: 2,613 shares; 2025Q2: 5,886 shares; 2025Q3: 8,047 shares; 2025Q4: 4,226 shares; 2026Q1: 3,577 shares; 2026Q2: 3,363 shares 3,363 $436K 0.03% -214 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,962 shares; 2024Q4: 11,100 shares; 2025Q1: 9,539 shares; 2025Q2: 8,774 shares; 2025Q3: 18,781 shares; 2025Q4: 21,959 shares; 2026Q1: 15,300 shares; 2026Q2: 14,981 shares 14,981 $435K 0.03% -319 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,149 shares; 2025Q2: 7,371 shares; 2025Q3: 9,101 shares; 2025Q4: 7,854 shares; 2026Q1: 8,505 shares; 2026Q2: 7,948 shares 7,948 $435K 0.03% -557 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 964 shares; 2025Q3: 2,290 shares; 2025Q4: 935 shares; 2026Q1: 942 shares; 2026Q2: 815 shares 815 $429K 0.02% -127 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,144 shares; 2025Q3: 3,670 shares; 2025Q4: 2,391 shares; 2026Q1: 2,101 shares; 2026Q2: 1,799 shares 1,799 $427K 0.02% -302 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,815 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,933 shares 4,933 $426K 0.02% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,404 shares; 2024Q4: 22,678 shares; 2025Q1: 25,240 shares; 2025Q2: 31,865 shares; 2025Q3: 42,283 shares; 2025Q4: 28,720 shares; 2026Q1: 23,802 shares; 2026Q2: 17,681 shares 17,681 $423K 0.02% -6,121 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,393 shares; 2024Q4: 2,168 shares; 2025Q1: 2,148 shares; 2025Q2: 9,480 shares; 2025Q3: 21,312 shares; 2025Q4: 4,627 shares; 2026Q1: 3,246 shares; 2026Q2: 3,335 shares 3,335 $421K 0.02% +89 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,434 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,183 shares 1,183 $419K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 7,985 shares; 2025Q4: 3,555 shares; 2026Q1: 3,576 shares; 2026Q2: 3,203 shares 3,203 $418K 0.02% -373 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 183 shares 183 $416K 0.02% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 521 shares 521 $414K 0.02% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,937 shares; 2026Q2: 8,937 shares 8,937 $412K 0.02% -3,000 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,753 shares; 2024Q4: 6,753 shares; 2025Q1: 6,753 shares; 2025Q2: 6,753 shares; 2025Q3: 6,753 shares; 2025Q4: 6,753 shares; 2026Q1: 6,753 shares; 2026Q2: 6,753 shares 6,753 $411K 0.02% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,898 shares; 2026Q2: 8,719 shares 8,719 $409K 0.02% -179 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,825 shares; 2026Q2: 12,162 shares 12,162 $409K 0.02% +3,337 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,097 shares; 2025Q2: 4,097 shares; 2025Q3: 4,097 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares; 2026Q2: 2,254 shares 2,254 $403K 0.02% +157 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,176 shares; 2025Q4: 51,351 shares; 2026Q1: 50,208 shares; 2026Q2: 30,361 shares 30,361 $402K 0.02% -19,847 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 970 shares; 2025Q4: 570 shares; 2026Q1: 570 shares; 2026Q2: 570 shares 570 $401K 0.02% 0 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,001 shares; 2025Q3: 5,103 shares; 2025Q4: 4,889 shares; 2026Q1: 4,087 shares; 2026Q2: 4,039 shares 4,039 $398K 0.02% -48 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,890 shares; 2025Q3: 1,890 shares; 2025Q4: 2,710 shares; 2026Q1: 2,710 shares; 2026Q2: 2,710 shares 2,710 $397K 0.02% 0 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,749 shares; 2025Q1: 8,113 shares; 2025Q2: 7,122 shares; 2025Q3: 10,141 shares; 2025Q4: 9,718 shares; 2026Q1: 9,690 shares; 2026Q2: 6,129 shares 6,129 $394K 0.02% -3,561 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 451 shares; 2025Q2: 1,765 shares; 2025Q3: 3,332 shares; 2025Q4: 1,222 shares; 2026Q1: 1,022 shares; 2026Q2: 788 shares 788 $391K 0.02% -234 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,350 shares; 2025Q2: 2,046 shares; 2025Q3: 3,110 shares; 2025Q4: 2,958 shares; 2026Q1: 2,662 shares; 2026Q2: 1,430 shares 1,430 $391K 0.02% -1,232 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,137 shares; 2025Q3: 9,003 shares; 2025Q4: 3,283 shares; 2026Q1: 3,336 shares; 2026Q2: 3,233 shares 3,233 $388K 0.02% -103 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,471 shares; 2026Q2: 6,067 shares 6,067 $387K 0.02% +1,596 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,543 shares; 2025Q2: 1,471 shares; 2025Q3: 4,216 shares; 2025Q4: 2,657 shares; 2026Q1: 2,274 shares; 2026Q2: 2,206 shares 2,206 $387K 0.02% -68 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,141 shares; 2024Q4: 1,152 shares; 2025Q1: 1,347 shares; 2025Q2: 2,128 shares; 2025Q3: 3,149 shares; 2025Q4: 1,497 shares; 2026Q1: 1,247 shares; 2026Q2: 1,330 shares 1,330 $386K 0.02% +83 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,509 shares 3,509 $384K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,047 shares; 2024Q4: 13,703 shares; 2025Q1: 14,725 shares; 2025Q2: 16,071 shares; 2025Q3: 19,018 shares; 2025Q4: 13,000 shares; 2026Q1: 10,953 shares; 2026Q2: 10,455 shares 10,455 $380K 0.02% -498 Timeline NPK NATIONAL PRESTO INDS INC More: the full row for NATIONAL PRESTO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 3,483 shares; 2026Q1: 3,033 shares; 2026Q2: 3,033 shares 3,033 $379K 0.02% 0 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,178 shares 3,178 $368K 0.02% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,570 shares; 2025Q4: 25,268 shares; 2026Q1: 25,296 shares; 2026Q2: 13,381 shares 13,381 $368K 0.02% -11,915 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,408 shares; 2026Q1: 2,715 shares; 2026Q2: 2,548 shares 2,548 $363K 0.02% -167 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,615 shares; 2025Q4: 13,640 shares; 2026Q1: 13,640 shares; 2026Q2: 13,615 shares 13,615 $361K 0.02% -25 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,009 shares; 2025Q4: 2,430 shares; 2026Q1: 2,067 shares; 2026Q2: 2,069 shares 2,069 $361K 0.02% +2 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 4,432 shares; 2025Q4: 1,854 shares; 2026Q1: 1,982 shares; 2026Q2: 1,689 shares 1,689 $360K 0.02% -293 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,171 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,769 shares; 2025Q3: 6,859 shares; 2025Q4: 3,217 shares; 2026Q1: 3,083 shares; 2026Q2: 2,994 shares 2,994 $354K 0.02% -89 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,215 shares; 2025Q1: 2,740 shares; 2025Q2: 2,472 shares; 2025Q3: 5,046 shares; 2025Q4: 5,126 shares; 2026Q1: 3,705 shares; 2026Q2: 3,689 shares 3,689 $354K 0.02% -16 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,175 shares; 2025Q3: 13,667 shares; 2025Q4: 5,876 shares; 2026Q1: 4,803 shares; 2026Q2: 4,735 shares 4,735 $353K 0.02% -68 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076 shares; 2026Q2: 878 shares 878 $346K 0.02% -198 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,502 shares; 2025Q4: 1,529 shares; 2026Q1: 2,107 shares; 2026Q2: 1,801 shares 1,801 $339K 0.02% -306 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,215 shares; 2024Q4: 1,203 shares; 2025Q1: 1,304 shares; 2025Q2: 1,805 shares; 2025Q3: 4,686 shares; 2025Q4: 2,712 shares; 2026Q1: 1,785 shares; 2026Q2: 1,423 shares 1,423 $339K 0.02% -362 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,000 shares; 2024Q4: 8,239 shares; 2025Q1: 8,106 shares; 2025Q2: 9,086 shares; 2025Q3: 107,003 shares; 2025Q4: 7,799 shares; 2026Q1: 38,097 shares; 2026Q2: 5,864 shares 5,864 $338K 0.02% -32,233 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: 7,330 shares; 2026Q1: 7,516 shares; 2026Q2: 6,445 shares 6,445 $338K 0.02% -1,071 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,771 shares; 2025Q3: 3,752 shares; 2025Q4: 1,863 shares; 2026Q1: 1,936 shares; 2026Q2: 1,901 shares 1,901 $337K 0.02% -35 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,002 shares; 2024Q4: 19,356 shares; 2025Q1: 16,401 shares; 2025Q2: 24,012 shares; 2025Q3: 67,239 shares; 2025Q4: 18,456 shares; 2026Q1: 14,251 shares; 2026Q2: 13,942 shares 13,942 $336K 0.02% -309 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,670 shares; 2026Q1: 4,961 shares; 2026Q2: 4,961 shares 4,961 $334K 0.02% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: 2,388 shares; 2025Q1: 2,501 shares; 2025Q2: 2,705 shares; 2025Q3: 2,811 shares; 2025Q4: 2,358 shares; 2026Q1: 2,406 shares; 2026Q2: 2,378 shares 2,378 $334K 0.02% -28 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,229 shares; 2025Q1: 4,921 shares; 2025Q2: 4,474 shares; 2025Q3: 11,042 shares; 2025Q4: 2,771 shares; 2026Q1: not reported; 2026Q2: 3,756 shares 3,756 $332K 0.02% new Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,000 shares; 2025Q4: 21,870 shares; 2026Q1: 19,116 shares; 2026Q2: 19,116 shares 19,116 $328K 0.02% 0 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,377 shares; 2025Q4: 2,285 shares; 2026Q1: 2,168 shares; 2026Q2: 2,250 shares 2,250 $328K 0.02% +82 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,784 shares; 2025Q4: 2,901 shares; 2026Q1: 2,937 shares; 2026Q2: 2,923 shares 2,923 $325K 0.02% -14 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; 2024Q3: 22,714 shares; 2024Q4: 18,286 shares; 2025Q1: 18,286 shares; 2025Q2: 12,312 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,077 shares; 2026Q2: 4,395 shares 4,395 $322K 0.02% +318 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,283 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,719 shares 7,719 $319K 0.02% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,157 shares; 2025Q4: 33,035 shares; 2026Q1: 19,725 shares; 2026Q2: 20,061 shares 20,061 $319K 0.02% +336 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,046 shares; 2025Q4: 2,028 shares; 2026Q1: 2,052 shares; 2026Q2: 2,045 shares 2,045 $316K 0.02% -7 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,459 shares; 2025Q4: 1,992 shares; 2026Q1: 2,138 shares; 2026Q2: 2,041 shares 2,041 $313K 0.02% -97 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 2,187 shares; 2025Q3: 3,313 shares; 2025Q4: 1,529 shares; 2026Q1: 735 shares; 2026Q2: 685 shares 685 $310K 0.02% -50 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,590 shares; 2025Q3: 9,701 shares; 2025Q4: 6,315 shares; 2026Q1: 3,902 shares; 2026Q2: 3,912 shares 3,912 $308K 0.02% +10 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: not reported; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares 1,234 $304K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 2,536 shares; 2025Q4: 284 shares; 2026Q1: 155 shares; 2026Q2: 1,000 shares 1,000 $302K 0.02% +845 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,984 shares; 2024Q4: 2,742 shares; 2025Q1: 2,929 shares; 2025Q2: 4,155 shares; 2025Q3: 8,022 shares; 2025Q4: 5,522 shares; 2026Q1: 4,546 shares; 2026Q2: 4,478 shares 4,478 $302K 0.02% -68 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $301K 0.02% new Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,304 shares; 2025Q4: 4,304 shares; 2026Q1: 4,789 shares; 2026Q2: 5,923 shares 5,923 $299K 0.02% +1,134 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,306 shares; 2024Q4: 7,573 shares; 2025Q1: 7,101 shares; 2025Q2: 12,601 shares; 2025Q3: 17,118 shares; 2025Q4: 4,292 shares; 2026Q1: 4,005 shares; 2026Q2: 2,857 shares 2,857 $297K 0.02% -1,148 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,713 shares; 2025Q3: 3,831 shares; 2025Q4: 1,427 shares; 2026Q1: 2,401 shares; 2026Q2: 1,960 shares 1,960 $297K 0.02% -441 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,408 shares; 2025Q3: 25,355 shares; 2025Q4: 7,853 shares; 2026Q1: 6,067 shares; 2026Q2: 5,953 shares 5,953 $297K 0.02% -114 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,391 shares; 2025Q3: 1,948 shares; 2025Q4: 1,753 shares; 2026Q1: 2,164 shares; 2026Q2: 1,575 shares 1,575 $292K 0.02% -589 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,711 shares; 2025Q3: 4,243 shares; 2025Q4: 910 shares; 2026Q1: 1,309 shares; 2026Q2: 1,290 shares 1,290 $285K 0.02% -19 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,705 shares; 2025Q4: 2,129 shares; 2026Q1: 2,504 shares; 2026Q2: 2,074 shares 2,074 $285K 0.02% -430 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,235 shares; 2026Q2: 5,403 shares 5,403 $283K 0.02% -2,832 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 939 shares; 2024Q4: 892 shares; 2025Q1: 810 shares; 2025Q2: 1,375 shares; 2025Q3: 2,682 shares; 2025Q4: 932 shares; 2026Q1: 864 shares; 2026Q2: 849 shares 849 $282K 0.02% -15 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,263 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 810 shares; 2026Q2: 810 shares 810 $279K 0.02% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,140 shares; 2025Q3: 1,756 shares; 2025Q4: not reported; 2026Q1: 895 shares; 2026Q2: 791 shares 791 $277K 0.02% -104 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 646 shares; 2025Q2: 2,060 shares; 2025Q3: 3,853 shares; 2025Q4: 1,186 shares; 2026Q1: 1,175 shares; 2026Q2: 1,000 shares 1,000 $276K 0.02% -175 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,684 shares; 2024Q4: 2,677 shares; 2025Q1: not reported; 2025Q2: 1,942 shares; 2025Q3: 7,216 shares; 2025Q4: 2,246 shares; 2026Q1: 1,510 shares; 2026Q2: 1,702 shares 1,702 $276K 0.02% +192 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,880 shares 5,880 $275K 0.02% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,470 shares; 2025Q4: 6,661 shares; 2026Q1: not reported; 2026Q2: 9,587 shares 9,587 $274K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,247 shares; 2024Q4: 11,923 shares; 2025Q1: 10,750 shares; 2025Q2: 12,746 shares; 2025Q3: 16,566 shares; 2025Q4: 6,484 shares; 2026Q1: 7,224 shares; 2026Q2: 6,621 shares 6,621 $272K 0.02% -603 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,673 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,824 shares; 2025Q3: 13,953 shares; 2025Q4: 3,400 shares; 2026Q1: 2,270 shares; 2026Q2: 2,144 shares 2,144 $271K 0.02% -126 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,952 shares; 2025Q3: 93,081 shares; 2025Q4: 18,597 shares; 2026Q1: 18,073 shares; 2026Q2: 13,092 shares 13,092 $271K 0.02% -4,981 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,240 shares; 2024Q4: 2,590 shares; 2025Q1: 2,031 shares; 2025Q2: 7,512 shares; 2025Q3: 10,723 shares; 2025Q4: 4,105 shares; 2026Q1: 2,873 shares; 2026Q2: 2,174 shares 2,174 $271K 0.02% -699 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,794 shares; 2026Q2: 2,899 shares 2,899 $270K 0.02% +105 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,907 shares; 2024Q4: 1,907 shares; 2025Q1: 1,907 shares; 2025Q2: 1,907 shares; 2025Q3: 3,911 shares; 2025Q4: 3,911 shares; 2026Q1: 3,911 shares; 2026Q2: 9,535 shares 9,535 $261K 0.02% +5,624 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,028 shares; 2025Q4: 18,846 shares; 2026Q1: 18,846 shares; 2026Q2: 6,667 shares 6,667 $260K 0.01% -12,179 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,931 shares 2,931 $260K 0.01% new Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,701 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,704 shares; 2025Q4: 1,690 shares; 2026Q1: 1,690 shares; 2026Q2: 1,690 shares 1,690 $259K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,524 shares; 2025Q4: 3,554 shares; 2026Q1: 4,093 shares; 2026Q2: 3,797 shares 3,797 $255K 0.01% -296 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,305 shares; 2026Q2: 4,776 shares 4,776 $254K 0.01% +471 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,149 shares; 2025Q3: 5,737 shares; 2025Q4: 1,697 shares; 2026Q1: 1,074 shares; 2026Q2: 1,015 shares 1,015 $252K 0.01% -59 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,967 shares 1,967 $252K 0.01% new Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 24,360 shares; 2026Q1: 21,282 shares; 2026Q2: 21,262 shares 21,262 $251K 0.01% -20 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,945 shares; 2025Q3: 4,159 shares; 2025Q4: 989 shares; 2026Q1: 701 shares; 2026Q2: 642 shares 642 $250K 0.01% -59 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,908 shares; 2025Q3: 5,094 shares; 2025Q4: 5,163 shares; 2026Q1: 5,478 shares; 2026Q2: 4,929 shares 4,929 $250K 0.01% -549 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,767 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,682 shares; 2025Q3: 5,304 shares; 2025Q4: 1,638 shares; 2026Q1: 1,536 shares; 2026Q2: 1,213 shares 1,213 $249K 0.01% -323 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 628 shares; 2024Q4: 585 shares; 2025Q1: 628 shares; 2025Q2: 2,635 shares; 2025Q3: 2,964 shares; 2025Q4: 1,104 shares; 2026Q1: 1,066 shares; 2026Q2: 637 shares 637 $246K 0.01% -429 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,627 shares; 2025Q4: 1,549 shares; 2026Q1: 1,532 shares; 2026Q2: 1,374 shares 1,374 $246K 0.01% -158 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,524 shares; 2025Q3: 5,564 shares; 2025Q4: 1,741 shares; 2026Q1: not reported; 2026Q2: 940 shares 940 $245K 0.01% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,496 shares 1,496 $244K 0.01% new Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares; 2025Q3: 4,933 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 621 shares 621 $239K 0.01% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,245 shares; 2026Q2: 1,052 shares 1,052 $239K 0.01% -1,193 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,403 shares; 2026Q2: 10,452 shares 10,452 $238K 0.01% +1,049 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,427 shares 1,427 $236K 0.01% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,788 shares; 2025Q3: 4,599 shares; 2025Q4: 1,148 shares; 2026Q1: 760 shares; 2026Q2: 626 shares 626 $235K 0.01% -134 Timeline BFLX BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,131 shares 9,131 $234K 0.01% new Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,447 shares; 2025Q4: 20,867 shares; 2026Q1: 15,693 shares; 2026Q2: 15,855 shares 15,855 $232K 0.01% +162 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,458 shares 1,458 $230K 0.01% new Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,500 shares; 2025Q4: 4,630 shares; 2026Q1: 4,652 shares; 2026Q2: 4,480 shares 4,480 $227K 0.01% -172 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,533 shares; 2026Q1: not reported; 2026Q2: 21,454 shares 21,454 $222K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,825 shares; 2025Q2: 2,028 shares; 2025Q3: 2,052 shares; 2025Q4: 2,044 shares; 2026Q1: 2,107 shares; 2026Q2: 1,999 shares 1,999 $221K 0.01% -108 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,171 shares; 2025Q3: 14,939 shares; 2025Q4: 12,909 shares; 2026Q1: 12,800 shares; 2026Q2: 491 shares 491 $219K 0.01% -12,309 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,326 shares; 2026Q2: 4,604 shares 4,604 $219K 0.01% -1,722 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,141 shares; 2025Q2: 3,993 shares; 2025Q3: 10,008 shares; 2025Q4: 5,599 shares; 2026Q1: 4,085 shares; 2026Q2: 3,473 shares 3,473 $218K 0.01% -612 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,552 shares; 2026Q2: 4,178 shares 4,178 $217K 0.01% -1,374 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,608 shares; 2025Q4: not reported; 2026Q1: 1,407 shares; 2026Q2: 1,355 shares 1,355 $217K 0.01% -52 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,085 shares 3,085 $215K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,278 shares; 2025Q3: 13,356 shares; 2025Q4: 5,393 shares; 2026Q1: 5,436 shares; 2026Q2: 4,611 shares 4,611 $214K 0.01% -825 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,942 shares; 2026Q1: 3,942 shares; 2026Q2: 3,112 shares 3,112 $213K 0.01% -830 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,992 shares; 2024Q4: 4,026 shares; 2025Q1: 3,432 shares; 2025Q2: 8,352 shares; 2025Q3: 11,939 shares; 2025Q4: 5,571 shares; 2026Q1: 3,119 shares; 2026Q2: 2,897 shares 2,897 $208K 0.01% -222 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,915 shares 3,915 $207K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,598 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,334 shares 2,334 $205K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,351 shares; 2025Q4: 2,323 shares; 2026Q1: 1,984 shares; 2026Q2: 1,601 shares 1,601 $202K 0.01% -383 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,488 shares; 2025Q3: 10,700 shares; 2025Q4: 3,818 shares; 2026Q1: 2,442 shares; 2026Q2: 1,800 shares 1,800 $201K 0.01% -642 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 56,133 shares; 2025Q4: 16,108 shares; 2026Q1: 16,133 shares; 2026Q2: 17,347 shares 17,347 $189K 0.01% +1,214 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 24,300 shares; 2026Q1: 21,060 shares; 2026Q2: 21,060 shares 21,060 $180K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,648 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,433 shares; 2025Q4: 10,299 shares; 2026Q1: not reported; 2026Q2: 12,637 shares 12,637 $174K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,824 shares; 2025Q4: 15,569 shares; 2026Q1: 14,020 shares; 2026Q2: 13,259 shares 13,259 $149K 0.01% -761 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,398 shares; 2024Q4: 23,020 shares; 2025Q1: 23,604 shares; 2025Q2: 10,789 shares; 2025Q3: 28,074 shares; 2025Q4: 26,484 shares; 2026Q1: 27,250 shares; 2026Q2: 17,058 shares 17,058 $145K 0.01% -10,192 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,962 shares; 2026Q2: 45,962 shares 45,962 $139K 0.01% 0 Timeline XEADX ALLSPRING INCOME OPPORTUNIT More: the full row for ALLSPRING INCOME OPPORTUNIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,819 shares; 2026Q1: 16,937 shares; 2026Q2: 16,937 shares 16,937 $110K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,220 shares 11,220 $65.4K <0.01% new Timeline HCAT HEALTH CATALYST INC More: the full row for HEALTH CATALYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,477 shares 12,477 $24.8K <0.01% new Timeline DCGO DOCGO INC More: the full row for DOCGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $7.74K <0.01% 0 Timeline