BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,058,290 shares; 2024Q4: 4,013,228 shares; 2025Q1: 4,253,174 shares; 2025Q2: 3,959,449 shares; 2025Q3: 3,971,235 shares; 2025Q4: 3,987,615 shares; 2026Q1: 4,013,056 shares; 2026Q2: 4,032,792 shares 4,032,792 $120M 5.33% +19,736 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: 311,500 shares; 2024Q4: 309,098 shares; 2025Q1: 311,061 shares; 2025Q2: 314,217 shares; 2025Q3: 340,655 shares; 2025Q4: 332,262 shares; 2026Q1: 330,340 shares; 2026Q2: 332,355 shares 332,355 $96.2M 4.28% +2,015 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: not reported; 2025Q3: not reported; 2025Q4: 629,162 shares; 2026Q1: 1,007,149 shares; 2026Q2: 1,030,458 shares 1,030,458 $91.9M 4.09% +23,309 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: 219,735 shares; 2024Q4: 217,315 shares; 2025Q1: 224,862 shares; 2025Q2: 228,228 shares; 2025Q3: 206,819 shares; 2025Q4: 199,183 shares; 2026Q1: 195,034 shares; 2026Q2: 193,029 shares 193,029 $69M 3.07% -2,005 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: 17,415 shares; 2024Q4: 17,415 shares; 2025Q1: 143,904 shares; 2025Q2: 149,817 shares; 2025Q3: 147,557 shares; 2025Q4: 149,240 shares; 2026Q1: 259,725 shares; 2026Q2: 302,602 shares 302,602 $60.5M 2.69% +42,877 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: 115,680 shares; 2024Q4: 114,584 shares; 2025Q1: 121,506 shares; 2025Q2: 121,970 shares; 2025Q3: 137,285 shares; 2025Q4: 132,659 shares; 2026Q1: 136,503 shares; 2026Q2: 137,196 shares 137,196 $51.2M 2.28% +693 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 726,258 shares; 2026Q1: 1,179,653 shares; 2026Q2: 1,211,113 shares 1,211,113 $49.1M 2.19% +31,460 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: not reported; 2025Q1: 267,707 shares; 2025Q2: 288,780 shares; 2025Q3: 283,892 shares; 2025Q4: 267,693 shares; 2026Q1: 266,669 shares; 2026Q2: 263,003 shares 263,003 $44.7M 1.99% -3,666 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: 301,537 shares; 2024Q4: 297,580 shares; 2025Q1: 303,689 shares; 2025Q2: 308,595 shares; 2025Q3: 309,209 shares; 2025Q4: 304,638 shares; 2026Q1: 301,809 shares; 2026Q2: 301,784 shares 301,784 $41.3M 1.84% -25 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: 115,399 shares; 2024Q4: 114,156 shares; 2025Q1: 155,018 shares; 2025Q2: 155,931 shares; 2025Q3: 155,076 shares; 2025Q4: 154,341 shares; 2026Q1: 162,266 shares; 2026Q2: 163,588 shares 163,588 $39M 1.73% +1,322 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,499 shares; 2026Q1: 275,176 shares; 2026Q2: 282,594 shares 282,594 $36.8M 1.64% +7,418 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 215,351 shares; 2026Q1: 346,311 shares; 2026Q2: 351,549 shares 351,549 $33.9M 1.51% +5,238 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 546,920 shares; 2025Q2: 574,281 shares; 2025Q3: 581,832 shares; 2025Q4: 568,255 shares; 2026Q1: 596,763 shares; 2026Q2: 601,459 shares 601,459 $33.9M 1.51% +4,696 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 331,526 shares; 2024Q4: 325,237 shares; 2025Q1: 342,183 shares; 2025Q2: 353,620 shares; 2025Q3: 359,892 shares; 2025Q4: 355,868 shares; 2026Q1: 360,533 shares; 2026Q2: 364,020 shares 364,020 $33.7M 1.5% +3,487 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 365,681 shares; 2024Q4: 362,319 shares; 2025Q1: 379,354 shares; 2025Q2: 385,120 shares; 2025Q3: 387,540 shares; 2025Q4: 380,385 shares; 2026Q1: 382,547 shares; 2026Q2: 383,867 shares 383,867 $33.2M 1.48% +1,320 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: 110,531 shares; 2024Q4: 108,908 shares; 2025Q1: 108,579 shares; 2025Q2: 106,815 shares; 2025Q3: 107,423 shares; 2025Q4: 103,111 shares; 2026Q1: 100,625 shares; 2026Q2: 99,893 shares 99,893 $33M 1.47% -732 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: 341,970 shares; 2024Q4: 337,109 shares; 2025Q1: 345,731 shares; 2025Q2: 353,005 shares; 2025Q3: 345,775 shares; 2025Q4: 338,543 shares; 2026Q1: 343,371 shares; 2026Q2: 343,576 shares 343,576 $32.9M 1.46% +205 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: 505,145 shares; 2024Q4: 501,566 shares; 2025Q1: 646,615 shares; 2025Q2: 667,015 shares; 2025Q3: 640,865 shares; 2025Q4: 642,640 shares; 2026Q1: 645,903 shares; 2026Q2: 648,841 shares 648,841 $32.3M 1.44% +2,938 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 510,473 shares; 2026Q1: 685,207 shares; 2026Q2: 690,450 shares 690,450 $29.8M 1.33% +5,243 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: 187,810 shares; 2024Q4: 185,223 shares; 2025Q1: 181,376 shares; 2025Q2: 116,430 shares; 2025Q3: 117,806 shares; 2025Q4: 119,448 shares; 2026Q1: 121,411 shares; 2026Q2: 121,091 shares 121,091 $28.8M 1.28% -320 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: 90,611 shares; 2024Q4: 90,398 shares; 2025Q1: 109,004 shares; 2025Q2: 116,006 shares; 2025Q3: 121,317 shares; 2025Q4: 125,359 shares; 2026Q1: 130,394 shares; 2026Q2: 130,902 shares 130,902 $28.7M 1.28% +508 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: 11,502 shares; 2024Q4: 11,409 shares; 2025Q1: 13,886 shares; 2025Q2: 14,769 shares; 2025Q3: 15,371 shares; 2025Q4: 15,959 shares; 2026Q1: 12,976 shares; 2026Q2: 12,977 shares 12,977 $25.8M 1.15% +1 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: 81,341 shares; 2024Q4: 80,256 shares; 2025Q1: 81,440 shares; 2025Q2: 79,774 shares; 2025Q3: 79,140 shares; 2025Q4: 75,092 shares; 2026Q1: 74,739 shares; 2026Q2: 74,379 shares 74,379 $25.5M 1.14% -360 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: 324,531 shares; 2024Q4: 319,082 shares; 2025Q1: 341,014 shares; 2025Q2: 337,773 shares; 2025Q3: 337,837 shares; 2025Q4: 325,225 shares; 2026Q1: 315,078 shares; 2026Q2: 310,925 shares 310,925 $25.3M 1.12% -4,153 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: 62,116 shares; 2024Q4: 61,215 shares; 2025Q1: 68,540 shares; 2025Q2: 70,442 shares; 2025Q3: 52,346 shares; 2025Q4: 52,196 shares; 2026Q1: 43,153 shares; 2026Q2: 43,446 shares 43,446 $24.5M 1.09% +293 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,522 shares; 2024Q4: 201,091 shares; 2025Q1: 209,494 shares; 2025Q2: 213,618 shares; 2025Q3: 218,932 shares; 2025Q4: 223,539 shares; 2026Q1: 223,926 shares; 2026Q2: 223,260 shares 223,260 $24.1M 1.07% -666 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: 314,619 shares; 2026Q1: 309,479 shares; 2026Q2: 303,526 shares 303,526 $23.6M 1.05% -5,953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,441 shares; 2026Q2: 62,085 shares 62,085 $23.5M 1.04% +18,644 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 539,499 shares; 2024Q4: 532,865 shares; 2025Q1: 567,458 shares; 2025Q2: 344,186 shares; 2025Q3: 344,895 shares; 2025Q4: 336,916 shares; 2026Q1: 340,761 shares; 2026Q2: 341,049 shares 341,049 $23.3M 1.04% +288 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,366 shares; 2024Q4: 109,566 shares; 2025Q1: 222,342 shares; 2025Q2: 221,336 shares; 2025Q3: 218,514 shares; 2025Q4: 208,483 shares; 2026Q1: 205,026 shares; 2026Q2: 201,616 shares 201,616 $23.2M 1.03% -3,410 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: 97,251 shares; 2024Q4: 97,033 shares; 2025Q1: 116,506 shares; 2025Q2: 121,224 shares; 2025Q3: 130,831 shares; 2025Q4: 166,498 shares; 2026Q1: 144,903 shares; 2026Q2: 147,515 shares 147,515 $23.1M 1.03% +2,612 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: 165,119 shares; 2024Q4: 163,175 shares; 2025Q1: 172,195 shares; 2025Q2: 179,121 shares; 2025Q3: 189,758 shares; 2025Q4: 187,490 shares; 2026Q1: 181,047 shares; 2026Q2: 179,384 shares 179,384 $23.1M 1.03% -1,663 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: 473,681 shares; 2025Q2: 502,882 shares; 2025Q3: 513,458 shares; 2025Q4: 515,515 shares; 2026Q1: 370,111 shares; 2026Q2: 366,645 shares 366,645 $22.1M 0.99% -3,466 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: 284,917 shares; 2024Q4: 283,125 shares; 2025Q1: 273,285 shares; 2025Q2: 265,119 shares; 2025Q3: 259,599 shares; 2025Q4: 241,312 shares; 2026Q1: 236,327 shares; 2026Q2: 238,027 shares 238,027 $22M 0.98% +1,700 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,153 shares; 2024Q4: 249,222 shares; 2025Q1: 263,198 shares; 2025Q2: 273,103 shares; 2025Q3: 273,127 shares; 2025Q4: 270,487 shares; 2026Q1: 265,620 shares; 2026Q2: 265,627 shares 265,627 $21.9M 0.98% +7 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 344,531 shares; 2024Q4: 338,565 shares; 2025Q1: 345,787 shares; 2025Q2: 338,043 shares; 2025Q3: 338,941 shares; 2025Q4: 318,362 shares; 2026Q1: 307,369 shares; 2026Q2: 304,896 shares 304,896 $21.9M 0.98% -2,473 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: 348,136 shares; 2024Q4: 344,142 shares; 2025Q1: 344,105 shares; 2025Q2: 336,904 shares; 2025Q3: 199,887 shares; 2025Q4: 192,317 shares; 2026Q1: 184,373 shares; 2026Q2: 184,996 shares 184,996 $21M 0.93% +623 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: 275,667 shares; 2024Q4: 271,644 shares; 2025Q1: 277,875 shares; 2025Q2: 278,898 shares; 2025Q3: 282,245 shares; 2025Q4: 153,763 shares; 2026Q1: 150,662 shares; 2026Q2: 151,345 shares 151,345 $20.7M 0.92% +683 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: 91,796 shares; 2024Q4: 90,423 shares; 2025Q1: 59,844 shares; 2025Q2: 59,957 shares; 2025Q3: 59,609 shares; 2025Q4: 58,049 shares; 2026Q1: 56,962 shares; 2026Q2: 56,900 shares 56,900 $20.6M 0.92% -62 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,654 shares; 2024Q4: 369,253 shares; 2025Q1: 357,393 shares; 2025Q2: 152,556 shares; 2025Q3: 148,520 shares; 2025Q4: 139,427 shares; 2026Q1: 133,634 shares; 2026Q2: 132,524 shares 132,524 $20.6M 0.91% -1,110 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: 34,488 shares; 2024Q4: 34,177 shares; 2025Q1: 129,415 shares; 2025Q2: 132,520 shares; 2025Q3: 132,497 shares; 2025Q4: 120,516 shares; 2026Q1: 136,431 shares; 2026Q2: 137,417 shares 137,417 $19.7M 0.87% +986 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,485 shares; 2025Q3: 102,113 shares; 2025Q4: 96,164 shares; 2026Q1: 95,538 shares; 2026Q2: 93,644 shares 93,644 $19.6M 0.87% -1,894 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: 250,878 shares; 2024Q4: 246,796 shares; 2025Q1: 136,418 shares; 2025Q2: 135,406 shares; 2025Q3: 133,468 shares; 2025Q4: 129,063 shares; 2026Q1: 125,512 shares; 2026Q2: 123,971 shares 123,971 $19.4M 0.86% -1,541 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: 278,218 shares; 2024Q4: 274,094 shares; 2025Q1: 271,210 shares; 2025Q2: 139,353 shares; 2025Q3: 139,517 shares; 2025Q4: 139,517 shares; 2026Q1: 107,376 shares; 2026Q2: 107,196 shares 107,196 $19.4M 0.86% -180 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: 235,370 shares; 2024Q4: 233,015 shares; 2025Q1: 231,771 shares; 2025Q2: 228,501 shares; 2025Q3: 227,800 shares; 2025Q4: 222,762 shares; 2026Q1: 156,357 shares; 2026Q2: 157,361 shares 157,361 $19.4M 0.86% +1,004 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: 17,425 shares; 2024Q4: 17,425 shares; 2025Q1: 36,710 shares; 2025Q2: 37,057 shares; 2025Q3: 38,074 shares; 2025Q4: 37,914 shares; 2026Q1: 38,239 shares; 2026Q2: 38,523 shares 38,523 $19.3M 0.86% +284 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: 824,662 shares; 2024Q4: 814,231 shares; 2025Q1: 635,977 shares; 2025Q2: 436,461 shares; 2025Q3: 441,040 shares; 2025Q4: 438,363 shares; 2026Q1: 451,027 shares; 2026Q2: 453,809 shares 453,809 $19.2M 0.85% +2,782 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS 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: 74,171 shares; 2025Q4: 57,621 shares; 2026Q1: 72,522 shares; 2026Q2: 111,724 shares 111,724 $18.6M 0.83% +39,202 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 236,437 shares; 2024Q4: 233,591 shares; 2025Q1: 233,638 shares; 2025Q2: 232,628 shares; 2025Q3: 234,958 shares; 2025Q4: 227,238 shares; 2026Q1: 226,100 shares; 2026Q2: 225,007 shares 225,007 $18.3M 0.81% -1,093 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: not reported; 2024Q4: not reported; 2025Q1: 7,619 shares; 2025Q2: 7,592 shares; 2025Q3: 10,156 shares; 2025Q4: 9,286 shares; 2026Q1: 10,319 shares; 2026Q2: 10,561 shares 10,561 $17.9M 0.8% +242 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: 22,718 shares; 2024Q4: 22,658 shares; 2025Q1: 27,721 shares; 2025Q2: 29,641 shares; 2025Q3: 31,329 shares; 2025Q4: 31,245 shares; 2026Q1: 33,581 shares; 2026Q2: 206,558 shares 206,558 $17.8M 0.79% +172,977 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: 54,156 shares; 2024Q4: 53,452 shares; 2025Q1: 56,120 shares; 2025Q2: 59,105 shares; 2025Q3: 59,436 shares; 2025Q4: 59,706 shares; 2026Q1: 44,201 shares; 2026Q2: 43,804 shares 43,804 $17.4M 0.77% -397 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: 165,553 shares; 2024Q4: 163,690 shares; 2025Q1: 169,706 shares; 2025Q2: 172,415 shares; 2025Q3: 120,877 shares; 2025Q4: 118,869 shares; 2026Q1: 118,802 shares; 2026Q2: 120,258 shares 120,258 $17.2M 0.77% +1,456 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: 121,995 shares; 2025Q3: 119,565 shares; 2025Q4: 113,196 shares; 2026Q1: 110,382 shares; 2026Q2: 110,566 shares 110,566 $17M 0.75% +184 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: 64,264 shares; 2024Q4: 64,105 shares; 2025Q1: 81,976 shares; 2025Q2: 87,329 shares; 2025Q3: 93,218 shares; 2025Q4: 97,455 shares; 2026Q1: 102,033 shares; 2026Q2: 104,813 shares 104,813 $16.6M 0.74% +2,780 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: 372,071 shares; 2024Q4: 368,086 shares; 2025Q1: 392,889 shares; 2025Q2: 395,955 shares; 2025Q3: 395,859 shares; 2025Q4: 382,934 shares; 2026Q1: 266,290 shares; 2026Q2: 266,580 shares 266,580 $16.5M 0.73% +290 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 153,026 shares; 2025Q4: 147,441 shares; 2026Q1: 143,529 shares; 2026Q2: 143,887 shares 143,887 $16.2M 0.72% +358 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: 36,420 shares; 2025Q2: 36,391 shares; 2025Q3: 35,832 shares; 2025Q4: 33,737 shares; 2026Q1: 34,816 shares; 2026Q2: 30,424 shares 30,424 $16M 0.71% -4,392 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: 18,068 shares; 2024Q4: 17,817 shares; 2025Q1: 20,360 shares; 2025Q2: 21,482 shares; 2025Q3: 24,219 shares; 2025Q4: 24,442 shares; 2026Q1: 23,930 shares; 2026Q2: 24,326 shares 24,326 $15.2M 0.67% +396 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: 146,124 shares; 2025Q3: 144,711 shares; 2025Q4: 142,533 shares; 2026Q1: 143,727 shares; 2026Q2: 143,740 shares 143,740 $14.7M 0.65% +13 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,609 shares; 2025Q3: 64,202 shares; 2025Q4: 63,368 shares; 2026Q1: 62,938 shares; 2026Q2: 62,784 shares 62,784 $14.4M 0.64% -154 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,777 shares; 2024Q4: 10,777 shares; 2025Q1: 9,874 shares; 2025Q2: 9,036 shares; 2025Q3: 7,240 shares; 2025Q4: 7,240 shares; 2026Q1: 163,202 shares; 2026Q2: 251,759 shares 251,759 $14M 0.62% +88,557 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: not reported; 2024Q4: not reported; 2025Q1: 41,206 shares; 2025Q2: 41,235 shares; 2025Q3: 40,922 shares; 2025Q4: 40,269 shares; 2026Q1: 40,645 shares; 2026Q2: 40,610 shares 40,610 $13.3M 0.59% -35 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307,869 shares; 2025Q3: 304,331 shares; 2025Q4: 290,405 shares; 2026Q1: 295,243 shares; 2026Q2: 297,132 shares 297,132 $12.5M 0.55% +1,889 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: 46,360 shares; 2024Q4: 45,821 shares; 2025Q1: 47,551 shares; 2025Q2: 47,727 shares; 2025Q3: 48,251 shares; 2025Q4: 47,753 shares; 2026Q1: 46,182 shares; 2026Q2: 46,075 shares 46,075 $12.5M 0.55% -107 Timeline QXO QXO INC More: the full row for QXO 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: 653,131 shares; 2025Q4: 581,040 shares; 2026Q1: 641,457 shares; 2026Q2: 699,588 shares 699,588 $12.1M 0.54% +58,131 Timeline IAT 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: 191,117 shares; 2025Q4: 186,550 shares; 2026Q1: 190,835 shares; 2026Q2: 192,861 shares 192,861 $12M 0.53% +2,026 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131,241 shares; 2025Q2: 133,113 shares; 2025Q3: 131,776 shares; 2025Q4: 88,588 shares; 2026Q1: 136,647 shares; 2026Q2: 136,183 shares 136,183 $11.8M 0.53% -464 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 85,458 shares; 2026Q1: 130,970 shares; 2026Q2: 134,724 shares 134,724 $11.4M 0.51% +3,754 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 67,021 shares 67,021 $11.2M 0.5% new 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: 27,950 shares; 2024Q4: 27,150 shares; 2025Q1: 31,209 shares; 2025Q2: 31,949 shares; 2025Q3: 30,574 shares; 2025Q4: 29,979 shares; 2026Q1: 33,464 shares; 2026Q2: 31,701 shares 31,701 $11.2M 0.5% -1,763 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: not reported; 2024Q4: not reported; 2025Q1: 241,480 shares; 2025Q2: 275,217 shares; 2025Q3: 275,807 shares; 2025Q4: 218,921 shares; 2026Q1: 317,368 shares; 2026Q2: 272,141 shares 272,141 $11.2M 0.5% -45,227 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: 34,606 shares; 2024Q4: 34,531 shares; 2025Q1: 40,971 shares; 2025Q2: 41,226 shares; 2025Q3: 42,851 shares; 2025Q4: 44,375 shares; 2026Q1: 46,297 shares; 2026Q2: 47,073 shares 47,073 $11.1M 0.5% +776 Timeline URA 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: 269,798 shares; 2025Q2: 274,880 shares; 2025Q3: 269,364 shares; 2025Q4: 252,683 shares; 2026Q1: 249,320 shares; 2026Q2: 249,392 shares 249,392 $10.9M 0.48% +72 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: 37,957 shares; 2024Q4: 37,438 shares; 2025Q1: 38,462 shares; 2025Q2: 19,002 shares; 2025Q3: 18,957 shares; 2025Q4: 18,752 shares; 2026Q1: 18,412 shares; 2026Q2: 21,299 shares 21,299 $10.9M 0.48% +2,887 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: 24,473 shares; 2024Q4: 24,216 shares; 2025Q1: 22,811 shares; 2025Q2: 22,763 shares; 2025Q3: 22,791 shares; 2025Q4: 18,834 shares; 2026Q1: 20,640 shares; 2026Q2: 20,690 shares 20,690 $10.3M 0.46% +50 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: 209,223 shares; 2024Q4: 205,969 shares; 2025Q1: 4,592 shares; 2025Q2: 4,511 shares; 2025Q3: 4,337 shares; 2025Q4: 3,955 shares; 2026Q1: 4,031 shares; 2026Q2: 59,509 shares 59,509 $9.86M 0.44% +55,478 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: 118,369 shares; 2024Q4: 117,275 shares; 2025Q1: 118,452 shares; 2025Q2: 119,649 shares; 2025Q3: 121,010 shares; 2025Q4: 19,519 shares; 2026Q1: 9,015 shares; 2026Q2: 72,299 shares 72,299 $9.79M 0.44% +63,284 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,286 shares; 2024Q4: 104,964 shares; 2025Q1: 115,497 shares; 2025Q2: 117,436 shares; 2025Q3: 123,305 shares; 2025Q4: 123,795 shares; 2026Q1: 125,534 shares; 2026Q2: 128,145 shares 128,145 $9.69M 0.43% +2,611 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: 61,807 shares; 2024Q4: 61,037 shares; 2025Q1: 66,450 shares; 2025Q2: 68,427 shares; 2025Q3: 71,669 shares; 2025Q4: 64,693 shares; 2026Q1: 72,046 shares; 2026Q2: 61,088 shares 61,088 $9.57M 0.43% -10,958 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,425 shares; 2026Q2: 121,925 shares 121,925 $9.54M 0.42% +9,500 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: 25,560 shares; 2024Q4: 25,389 shares; 2025Q1: 40,915 shares; 2025Q2: 45,545 shares; 2025Q3: 47,330 shares; 2025Q4: 50,382 shares; 2026Q1: 52,664 shares; 2026Q2: 53,479 shares 53,479 $9.38M 0.42% +815 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 52,797 shares 52,797 $9.31M 0.41% new 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: 19,711 shares; 2024Q4: 19,403 shares; 2025Q1: 74,306 shares; 2025Q2: 63,389 shares; 2025Q3: 58,331 shares; 2025Q4: 174,552 shares; 2026Q1: 255,846 shares; 2026Q2: 257,694 shares 257,694 $8.72M 0.39% +1,848 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 85,415 shares 85,415 $8.29M 0.37% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,082 shares; 2025Q3: 39,233 shares; 2025Q4: 42,129 shares; 2026Q1: 47,164 shares; 2026Q2: 42,334 shares 42,334 $8.23M 0.37% -4,830 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,277 shares 46,277 $8.21M 0.37% new Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 185,652 shares; 2026Q2: 188,957 shares 188,957 $8.19M 0.36% +3,305 Timeline GARP 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: 60,038 shares; 2026Q1: 99,535 shares; 2026Q2: 99,178 shares 99,178 $8.19M 0.36% -357 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,184 shares; 2024Q4: 75,716 shares; 2025Q1: 104,190 shares; 2025Q2: 113,895 shares; 2025Q3: 122,851 shares; 2025Q4: 102,815 shares; 2026Q1: 149,782 shares; 2026Q2: 150,784 shares 150,784 $7.62M 0.34% +1,002 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,728 shares; 2025Q3: 109,546 shares; 2025Q4: 96,464 shares; 2026Q1: 106,016 shares; 2026Q2: 104,346 shares 104,346 $7.1M 0.32% -1,670 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: 99,658 shares; 2024Q4: 99,658 shares; 2025Q1: 74,929 shares; 2025Q2: 74,954 shares; 2025Q3: 72,292 shares; 2025Q4: 138,686 shares; 2026Q1: 116,548 shares; 2026Q2: 116,556 shares 116,556 $6.19M 0.28% +8 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; 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: 53,158 shares 53,158 $5.32M 0.24% new 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: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 5,294 shares; 2025Q2: 5,322 shares; 2025Q3: 5,325 shares; 2025Q4: 70,326 shares; 2026Q1: 8,841 shares; 2026Q2: 7,589 shares 7,589 $5.21M 0.23% -1,252 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,485 shares; 2024Q4: 3,486 shares; 2025Q1: 16,448 shares; 2025Q2: 5,882 shares; 2025Q3: 7,291 shares; 2025Q4: 9,250 shares; 2026Q1: 5,577 shares; 2026Q2: 5,894 shares 5,894 $4.4M 0.2% +317 Timeline SCHX 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: 42,726 shares; 2024Q4: 41,852 shares; 2025Q1: 122,437 shares; 2025Q2: 120,311 shares; 2025Q3: 122,410 shares; 2025Q4: 124,235 shares; 2026Q1: 124,393 shares; 2026Q2: 121,688 shares 121,688 $3.58M 0.16% -2,705 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,148 shares; 2026Q1: 20,198 shares; 2026Q2: 19,996 shares 19,996 $3.4M 0.15% -202 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 64,441 shares; 2025Q3: 71,832 shares; 2025Q4: 64,927 shares; 2026Q1: 71,558 shares; 2026Q2: 70,374 shares 70,374 $3.03M 0.13% -1,184 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: 3,529 shares; 2024Q4: 3,529 shares; 2025Q1: 4,345 shares; 2025Q2: 6,004 shares; 2025Q3: 5,749 shares; 2025Q4: 6,194 shares; 2026Q1: 3,908 shares; 2026Q2: 4,016 shares 4,016 $3.01M 0.13% +108 Timeline SCHO 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: 81,219 shares; 2024Q4: 81,219 shares; 2025Q1: 159,348 shares; 2025Q2: 165,009 shares; 2025Q3: 159,734 shares; 2025Q4: 158,201 shares; 2026Q1: 140,336 shares; 2026Q2: 117,812 shares 117,812 $2.84M 0.13% -22,524 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,219 shares; 2024Q4: 15,049 shares; 2025Q1: 12,093 shares; 2025Q2: 12,093 shares; 2025Q3: 11,793 shares; 2025Q4: 11,186 shares; 2026Q1: 10,488 shares; 2026Q2: 10,456 shares 10,456 $2.83M 0.13% -32 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: 49,003 shares; 2024Q4: 49,003 shares; 2025Q1: 43,266 shares; 2025Q2: 42,187 shares; 2025Q3: 41,956 shares; 2025Q4: 35,639 shares; 2026Q1: 37,587 shares; 2026Q2: 32,449 shares 32,449 $2.5M 0.11% -5,138 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: 7,092 shares; 2024Q4: 7,076 shares; 2025Q1: 6,991 shares; 2025Q2: 6,862 shares; 2025Q3: 6,863 shares; 2025Q4: 6,522 shares; 2026Q1: 6,605 shares; 2026Q2: 6,704 shares 6,704 $2.37M 0.11% +99 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: 284,314 shares; 2024Q4: 278,358 shares; 2025Q1: 13,037 shares; 2025Q2: 12,969 shares; 2025Q3: 12,600 shares; 2025Q4: 11,433 shares; 2026Q1: 8,094 shares; 2026Q2: 7,674 shares 7,674 $1.96M 0.09% -420 Timeline SCHV 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: 18,621 shares; 2024Q4: 18,306 shares; 2025Q1: 52,559 shares; 2025Q2: 51,725 shares; 2025Q3: 53,047 shares; 2025Q4: 54,883 shares; 2026Q1: 54,252 shares; 2026Q2: 53,792 shares 53,792 $1.87M 0.08% -460 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: 3,547 shares; 2024Q4: 3,497 shares; 2025Q1: 3,372 shares; 2025Q2: 3,292 shares; 2025Q3: 3,361 shares; 2025Q4: 3,586 shares; 2026Q1: 3,785 shares; 2026Q2: 3,564 shares 3,564 $1.78M 0.08% -221 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,505 shares; 2024Q4: 15,505 shares; 2025Q1: 16,430 shares; 2025Q2: 16,643 shares; 2025Q3: 14,720 shares; 2025Q4: 14,723 shares; 2026Q1: 13,690 shares; 2026Q2: 13,710 shares 13,710 $1.61M 0.07% +20 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: 2,144 shares; 2024Q4: 2,144 shares; 2025Q1: 3,189 shares; 2025Q2: 3,189 shares; 2025Q3: 3,113 shares; 2025Q4: 3,111 shares; 2026Q1: 3,210 shares; 2026Q2: 12,492 shares 12,492 $1.55M 0.07% +9,282 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 3,958 shares; 2025Q2: 3,791 shares; 2025Q3: 3,760 shares; 2025Q4: 3,762 shares; 2026Q1: 3,937 shares; 2026Q2: 4,030 shares 4,030 $1.49M 0.07% +93 Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,368 shares; 2024Q4: 96,368 shares; 2025Q1: 96,368 shares; 2025Q2: 96,368 shares; 2025Q3: 96,368 shares; 2025Q4: 96,368 shares; 2026Q1: 96,368 shares; 2026Q2: 96,368 shares 96,368 $1.46M 0.06% 0 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: 1,047 shares; 2024Q4: 1,047 shares; 2025Q1: 983 shares; 2025Q2: 908 shares; 2025Q3: 918 shares; 2025Q4: 883 shares; 2026Q1: 883 shares; 2026Q2: 1,085 shares 1,085 $1.3M 0.06% +202 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,441 shares; 2024Q4: 56,732 shares; 2025Q1: 56,504 shares; 2025Q2: 56,522 shares; 2025Q3: 19,414 shares; 2025Q4: 18,966 shares; 2026Q1: 18,390 shares; 2026Q2: 1,545 shares 1,545 $1.28M 0.06% -16,845 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: 153,609 shares; 2024Q4: 151,838 shares; 2025Q1: 157,060 shares; 2025Q2: 159,898 shares; 2025Q3: 162,693 shares; 2025Q4: 162,442 shares; 2026Q1: 121,995 shares; 2026Q2: 6,732 shares 6,732 $1.24M 0.06% -115,263 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: 5,141 shares; 2024Q4: 5,141 shares; 2025Q1: 5,040 shares; 2025Q2: 5,089 shares; 2025Q3: 5,089 shares; 2025Q4: 4,609 shares; 2026Q1: 4,610 shares; 2026Q2: 4,726 shares 4,726 $1.05M 0.05% +116 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: 1,596 shares; 2024Q4: 1,496 shares; 2025Q1: 1,500 shares; 2025Q2: 1,479 shares; 2025Q3: 1,103 shares; 2025Q4: 1,098 shares; 2026Q1: 1,163 shares; 2026Q2: 1,055 shares 1,055 $987K 0.04% -108 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: 5,356 shares; 2024Q4: 2,679 shares; 2025Q1: 2,942 shares; 2025Q2: 2,952 shares; 2025Q3: 3,238 shares; 2025Q4: 3,214 shares; 2026Q1: 2,738 shares; 2026Q2: 2,664 shares 2,664 $981K 0.04% -74 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,543 shares; 2024Q4: 7,543 shares; 2025Q1: 8,995 shares; 2025Q2: 23,038 shares; 2025Q3: 23,038 shares; 2025Q4: 23,038 shares; 2026Q1: 21,073 shares; 2026Q2: 21,073 shares 21,073 $935K 0.04% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,783 shares; 2024Q4: 4,783 shares; 2025Q1: 4,878 shares; 2025Q2: 7,709 shares; 2025Q3: 7,709 shares; 2025Q4: 7,677 shares; 2026Q1: 7,677 shares; 2026Q2: 7,677 shares 7,677 $898K 0.04% 0 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: 902 shares; 2024Q4: 902 shares; 2025Q1: 1,017 shares; 2025Q2: 867 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 817 shares; 2026Q2: 820 shares 820 $873K 0.04% +3 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: 1,938 shares; 2024Q4: 1,938 shares; 2025Q1: 8,271 shares; 2025Q2: 9,183 shares; 2025Q3: 6,949 shares; 2025Q4: 6,871 shares; 2026Q1: 6,852 shares; 2026Q2: 6,830 shares 6,830 $865K 0.04% -22 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,464 shares; 2024Q4: 7,464 shares; 2025Q1: 7,464 shares; 2025Q2: 7,464 shares; 2025Q3: 7,464 shares; 2025Q4: 7,444 shares; 2026Q1: 7,444 shares; 2026Q2: 7,444 shares 7,444 $737K 0.03% 0 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,812 shares; 2026Q1: 15,478 shares; 2026Q2: 19,305 shares 19,305 $701K 0.03% +3,827 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: 425,013 shares; 2024Q4: 419,405 shares; 2025Q1: 445,141 shares; 2025Q2: 451,897 shares; 2025Q3: 458,344 shares; 2025Q4: 181,178 shares; 2026Q1: 5,676 shares; 2026Q2: 4,588 shares 4,588 $678K 0.03% -1,088 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: 12,386 shares; 2024Q4: 10,549 shares; 2025Q1: 4,406 shares; 2025Q2: 3,970 shares; 2025Q3: 3,920 shares; 2025Q4: 4,020 shares; 2026Q1: 3,977 shares; 2026Q2: 3,993 shares 3,993 $675K 0.03% +16 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: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: not reported; 2025Q4: 903 shares; 2026Q1: 909 shares; 2026Q2: 913 shares 913 $660K 0.03% +4 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: 1,728 shares; 2024Q4: 1,728 shares; 2025Q1: 2,118 shares; 2025Q2: 2,094 shares; 2025Q3: 2,094 shares; 2025Q4: 2,094 shares; 2026Q1: 2,096 shares; 2026Q2: 2,097 shares 2,097 $660K 0.03% +1 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,281 shares; 2024Q4: 7,281 shares; 2025Q1: 6,995 shares; 2025Q2: 6,904 shares; 2025Q3: 6,878 shares; 2025Q4: 6,935 shares; 2026Q1: 6,910 shares; 2026Q2: 6,896 shares 6,896 $659K 0.03% -14 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: 9,658 shares; 2024Q4: 9,658 shares; 2025Q1: 8,378 shares; 2025Q2: 8,288 shares; 2025Q3: 6,804 shares; 2025Q4: 6,881 shares; 2026Q1: 6,881 shares; 2026Q2: 6,769 shares 6,769 $653K 0.03% -112 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,414 shares; 2024Q4: 18,414 shares; 2025Q1: 10,470 shares; 2025Q2: 10,470 shares; 2025Q3: 9,630 shares; 2025Q4: 9,540 shares; 2026Q1: 6,715 shares; 2026Q2: 6,715 shares 6,715 $651K 0.03% 0 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,800 shares; 2024Q4: 14,800 shares; 2025Q1: 14,800 shares; 2025Q2: 14,800 shares; 2025Q3: 14,800 shares; 2025Q4: 12,287 shares; 2026Q1: 12,287 shares; 2026Q2: 12,287 shares 12,287 $650K 0.03% 0 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: 2,599 shares; 2024Q4: 2,599 shares; 2025Q1: 3,657 shares; 2025Q2: 3,807 shares; 2025Q3: 2,366 shares; 2025Q4: 2,343 shares; 2026Q1: 2,422 shares; 2026Q2: 2,465 shares 2,465 $626K 0.03% +43 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: 1,189 shares; 2024Q4: 1,189 shares; 2025Q1: 1,288 shares; 2025Q2: 1,227 shares; 2025Q3: 1,231 shares; 2025Q4: 1,227 shares; 2026Q1: 1,298 shares; 2026Q2: 1,216 shares 1,216 $625K 0.03% -82 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: 1,301 shares; 2024Q4: 1,301 shares; 2025Q1: 745 shares; 2025Q2: 723 shares; 2025Q3: 795 shares; 2025Q4: 643 shares; 2026Q1: 643 shares; 2026Q2: 827 shares 827 $609K 0.03% +184 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: 10,727 shares; 2024Q4: 10,727 shares; 2025Q1: 10,701 shares; 2025Q2: 10,701 shares; 2025Q3: 10,661 shares; 2025Q4: 7,781 shares; 2026Q1: 7,781 shares; 2026Q2: 7,781 shares 7,781 $603K 0.03% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,005 shares; 2024Q4: 9,005 shares; 2025Q1: 8,775 shares; 2025Q2: 8,195 shares; 2025Q3: 7,325 shares; 2025Q4: 7,325 shares; 2026Q1: 3,794 shares; 2026Q2: 3,775 shares 3,775 $599K 0.03% -19 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: 4,088 shares; 2024Q4: 4,066 shares; 2025Q1: 3,982 shares; 2025Q2: 4,074 shares; 2025Q3: 3,780 shares; 2025Q4: 3,790 shares; 2026Q1: 3,741 shares; 2026Q2: 3,788 shares 3,788 $555K 0.02% +47 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,898 shares; 2024Q4: 4,898 shares; 2025Q1: 4,588 shares; 2025Q2: 4,192 shares; 2025Q3: 4,200 shares; 2025Q4: 4,267 shares; 2026Q1: 5,332 shares; 2026Q2: 3,696 shares 3,696 $548K 0.02% -1,636 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,200 shares; 2025Q2: not reported; 2025Q3: 100,450 shares; 2025Q4: not reported; 2026Q1: 115,450 shares; 2026Q2: 115,575 shares 115,575 $547K 0.02% +125 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,928 shares; 2024Q4: 4,328 shares; 2025Q1: 5,857 shares; 2025Q2: 6,887 shares; 2025Q3: 4,501 shares; 2025Q4: 4,501 shares; 2026Q1: 4,513 shares; 2026Q2: 4,501 shares 4,501 $531K 0.02% -12 Timeline NNN NNN REIT INC More: the full row for NNN REIT 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: 9,604 shares; 2025Q4: 5,249 shares; 2026Q1: 10,333 shares; 2026Q2: 10,671 shares 10,671 $497K 0.02% +338 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 314,094 shares; 2024Q4: 309,922 shares; 2025Q1: 333,723 shares; 2025Q2: 342,838 shares; 2025Q3: 348,628 shares; 2025Q4: 132,771 shares; 2026Q1: 4,118 shares; 2026Q2: 3,541 shares 3,541 $484K 0.02% -577 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: 5,541 shares; 2024Q4: 5,542 shares; 2025Q1: 5,514 shares; 2025Q2: 5,239 shares; 2025Q3: 4,778 shares; 2025Q4: 4,836 shares; 2026Q1: 4,681 shares; 2026Q2: 4,887 shares 4,887 $470K 0.02% +206 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,642 shares; 2025Q2: 1,598 shares; 2025Q3: 1,612 shares; 2025Q4: 1,568 shares; 2026Q1: 1,735 shares; 2026Q2: 1,641 shares 1,641 $461K 0.02% -94 Timeline VOOG 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: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 5,571 shares 5,571 $460K 0.02% +4,671 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 781 shares; 2025Q2: 746 shares; 2025Q3: 766 shares; 2025Q4: 754 shares; 2026Q1: 784 shares; 2026Q2: 603 shares 603 $456K 0.02% -181 Timeline MATX MATSON INC More: the full row for MATSON 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: 2,576 shares; 2025Q4: 2,597 shares; 2026Q1: 2,380 shares; 2026Q2: 2,369 shares 2,369 $455K 0.02% -11 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,729 shares; 2025Q3: 95,773 shares; 2025Q4: 72,932 shares; 2026Q1: 107,318 shares; 2026Q2: 4,040 shares 4,040 $452K 0.02% -103,278 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: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 2,817 shares; 2026Q2: 3,075 shares 3,075 $451K 0.02% +258 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: not reported; 2024Q4: not reported; 2025Q1: 4,334 shares; 2025Q2: 4,007 shares; 2025Q3: 4,007 shares; 2025Q4: 3,987 shares; 2026Q1: 4,320 shares; 2026Q2: 4,327 shares 4,327 $448K 0.02% +7 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: 1,566 shares; 2024Q4: 1,566 shares; 2025Q1: 1,584 shares; 2025Q2: 1,476 shares; 2025Q3: 1,510 shares; 2025Q4: 1,390 shares; 2026Q1: 1,191 shares; 2026Q2: 1,069 shares 1,069 $444K 0.02% -122 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: 1,295 shares; 2024Q4: 1,234 shares; 2025Q1: 3,048 shares; 2025Q2: 2,869 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,646 shares; 2026Q2: 1,745 shares 1,745 $439K 0.02% +99 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: 10,421 shares; 2025Q3: 11,056 shares; 2025Q4: 11,063 shares; 2026Q1: 12,250 shares; 2026Q2: 20,743 shares 20,743 $429K 0.02% +8,493 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: 2,738 shares; 2024Q4: 2,738 shares; 2025Q1: 3,075 shares; 2025Q2: 2,634 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,560 shares; 2026Q2: 2,563 shares 2,563 $415K 0.02% +3 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: 8,649 shares; 2024Q4: 8,649 shares; 2025Q1: 17,058 shares; 2025Q2: 13,055 shares; 2025Q3: 12,936 shares; 2025Q4: 12,670 shares; 2026Q1: 12,353 shares; 2026Q2: 12,848 shares 12,848 $407K 0.02% +495 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,533 shares; 2024Q4: 4,533 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,313 shares; 2025Q4: 6,314 shares; 2026Q1: 5,919 shares; 2026Q2: 4,274 shares 4,274 $400K 0.02% -1,645 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: 1,217 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,048 shares; 2025Q4: 2,325 shares; 2026Q1: 1,901 shares; 2026Q2: 1,904 shares 1,904 $394K 0.02% +3 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 1,820 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares; 2026Q2: 1,808 shares 1,808 $385K 0.02% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,235 shares; 2025Q2: 17,235 shares; 2025Q3: 30,666 shares; 2025Q4: 31,666 shares; 2026Q1: 33,016 shares; 2026Q2: 34,666 shares 34,666 $374K 0.02% +1,650 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: 2,187 shares; 2025Q4: 1,975 shares; 2026Q1: 1,982 shares; 2026Q2: 1,975 shares 1,975 $372K 0.02% -7 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,229 shares; 2024Q4: 1,229 shares; 2025Q1: 1,229 shares; 2025Q2: 1,213 shares; 2025Q3: 2,260 shares; 2025Q4: 2,128 shares; 2026Q1: 2,129 shares; 2026Q2: 2,481 shares 2,481 $369K 0.02% +352 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: 6,144 shares; 2024Q4: not reported; 2025Q1: 18,940 shares; 2025Q2: 20,140 shares; 2025Q3: 6,100 shares; 2025Q4: 6,271 shares; 2026Q1: 6,289 shares; 2026Q2: 6,412 shares 6,412 $365K 0.02% +123 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,062 shares; 2025Q4: 3,049 shares; 2026Q1: 3,049 shares; 2026Q2: 3,029 shares 3,029 $361K 0.02% -20 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: 8,459 shares; 2024Q4: 8,459 shares; 2025Q1: 7,959 shares; 2025Q2: 7,959 shares; 2025Q3: 7,959 shares; 2025Q4: 7,959 shares; 2026Q1: 7,450 shares; 2026Q2: 7,450 shares 7,450 $357K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,757 shares; 2024Q4: 3,757 shares; 2025Q1: 3,139 shares; 2025Q2: 3,139 shares; 2025Q3: 2,921 shares; 2025Q4: 2,321 shares; 2026Q1: 2,291 shares; 2026Q2: 2,295 shares 2,295 $347K 0.02% +4 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,438 shares; 2025Q2: 2,438 shares; 2025Q3: 4,390 shares; 2025Q4: 4,518 shares; 2026Q1: 3,025 shares; 2026Q2: 3,025 shares 3,025 $344K 0.02% 0 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: 1,359 shares; 2024Q4: 1,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 592 shares 592 $344K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,890 shares; 2024Q4: 179,531 shares; 2025Q1: 206,276 shares; 2025Q2: 219,790 shares; 2025Q3: 168,427 shares; 2025Q4: 169,120 shares; 2026Q1: 184,750 shares; 2026Q2: 7,907 shares 7,907 $341K 0.02% -176,843 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: 6,793 shares; 2025Q4: 6,428 shares; 2026Q1: 6,428 shares; 2026Q2: 6,418 shares 6,418 $336K 0.01% -10 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,431 shares; 2024Q4: 1,431 shares; 2025Q1: 1,088 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 899 shares; 2026Q1: 901 shares; 2026Q2: 902 shares 902 $334K 0.01% +1 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,855 shares; 2024Q4: 2,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,664 shares; 2025Q4: 3,642 shares; 2026Q1: 3,642 shares; 2026Q2: 3,650 shares 3,650 $334K 0.01% +8 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,616 shares; 2026Q2: 4,603 shares 4,603 $333K 0.01% -13 Timeline ALKS ALKERMES PLC More: the full row for ALKERMES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,680 shares; 2025Q4: not reported; 2026Q1: 6,370 shares; 2026Q2: 6,358 shares 6,358 $333K 0.01% -12 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,709 shares; 2025Q4: 6,883 shares; 2026Q1: 5,610 shares; 2026Q2: 6,717 shares 6,717 $333K 0.01% +1,107 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: 10,001 shares; 2024Q4: 10,001 shares; 2025Q1: 9,258 shares; 2025Q2: not reported; 2025Q3: 11,789 shares; 2025Q4: 8,650 shares; 2026Q1: 13,050 shares; 2026Q2: 13,763 shares 13,763 $331K 0.01% +713 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,605 shares; 2025Q3: 2,927 shares; 2025Q4: 2,704 shares; 2026Q1: 2,704 shares; 2026Q2: 2,695 shares 2,695 $331K 0.01% -9 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,301 shares; 2025Q4: 22,735 shares; 2026Q1: 31,266 shares; 2026Q2: 1,758 shares 1,758 $316K 0.01% -29,508 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: 3,688 shares; 2024Q4: 3,688 shares; 2025Q1: 3,424 shares; 2025Q2: 3,424 shares; 2025Q3: 3,449 shares; 2025Q4: 3,424 shares; 2026Q1: 3,457 shares; 2026Q2: 3,584 shares 3,584 $315K 0.01% +127 Timeline ROST ROSS STORES INC More: the full row for ROSS 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: 1,513 shares; 2025Q4: 1,465 shares; 2026Q1: 1,466 shares; 2026Q2: 1,466 shares 1,466 $312K 0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,455 shares; 2024Q4: 2,455 shares; 2025Q1: 2,910 shares; 2025Q2: 3,310 shares; 2025Q3: 2,810 shares; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares; 2026Q2: 2,810 shares 2,810 $311K 0.01% 0 Timeline ATEN A10 NETWORKS INC More: the full row for A10 NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,881 shares; 2024Q4: 10,881 shares; 2025Q1: 10,650 shares; 2025Q2: 10,576 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,062 shares 8,062 $301K 0.01% new Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE 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: not reported; 2025Q3: 944 shares; 2025Q4: 949 shares; 2026Q1: 949 shares; 2026Q2: 949 shares 949 $301K 0.01% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,717 shares; 2025Q4: 4,074 shares; 2026Q1: 3,927 shares; 2026Q2: 4,789 shares 4,789 $300K 0.01% +862 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,557 shares; 2025Q4: not reported; 2026Q1: 11,000 shares; 2026Q2: 12,615 shares 12,615 $298K 0.01% +1,615 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: 991 shares; 2024Q4: 991 shares; 2025Q1: not reported; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 985 shares; 2026Q1: 985 shares; 2026Q2: 985 shares 985 $296K 0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 610 shares 610 $295K 0.01% new 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: 117,253 shares; 2024Q4: 115,939 shares; 2025Q1: 5,735 shares; 2025Q2: 5,643 shares; 2025Q3: 4,759 shares; 2025Q4: 8,377 shares; 2026Q1: 5,937 shares; 2026Q2: 5,763 shares 5,763 $293K 0.01% -174 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: 821 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 497 shares; 2025Q4: 485 shares; 2026Q1: 576 shares; 2026Q2: 689 shares 689 $290K 0.01% +113 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: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,604 shares; 2025Q4: 1,604 shares; 2026Q1: 1,608 shares; 2026Q2: 1,809 shares 1,809 $289K 0.01% +201 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 736 shares; 2025Q4: 725 shares; 2026Q1: 720 shares; 2026Q2: 753 shares 753 $281K 0.01% +33 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 5,113 shares; 2026Q1: 5,113 shares; 2026Q2: 5,173 shares 5,173 $280K 0.01% +60 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,354 shares; 2026Q2: 2,358 shares 2,358 $279K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: 1,330 shares; 2025Q2: 1,228 shares; 2025Q3: 1,244 shares; 2025Q4: 1,228 shares; 2026Q1: 1,266 shares; 2026Q2: 1,264 shares 1,264 $279K 0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,450 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares; 2026Q2: 4,515 shares 4,515 $276K 0.01% +42 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH 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: 2,452 shares; 2025Q4: 2,890 shares; 2026Q1: not reported; 2026Q2: 3,059 shares 3,059 $275K 0.01% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 710 shares; 2025Q2: 703 shares; 2025Q3: 826 shares; 2025Q4: 723 shares; 2026Q1: 718 shares; 2026Q2: 508 shares 508 $275K 0.01% -210 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: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 2,745 shares; 2025Q3: 2,745 shares; 2025Q4: 2,745 shares; 2026Q1: 2,760 shares; 2026Q2: 2,965 shares 2,965 $273K 0.01% +205 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,206 shares; 2025Q2: not reported; 2025Q3: 2,374 shares; 2025Q4: 2,536 shares; 2026Q1: 2,536 shares; 2026Q2: 2,536 shares 2,536 $272K 0.01% 0 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: 1,556 shares; 2026Q2: 1,045 shares 1,045 $272K 0.01% -511 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,157 shares; 2025Q4: 1,190 shares; 2026Q1: 1,193 shares; 2026Q2: 1,215 shares 1,215 $272K 0.01% +22 Timeline TTC TORO CO More: the full row for TORO 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: 2,759 shares; 2025Q4: 3,000 shares; 2026Q1: 2,768 shares; 2026Q2: 2,761 shares 2,761 $269K 0.01% -7 Timeline INTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,750 shares 8,750 $268K 0.01% new Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,204 shares; 2024Q4: 2,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,828 shares; 2025Q4: 2,543 shares; 2026Q1: 2,543 shares; 2026Q2: 3,066 shares 3,066 $264K 0.01% +523 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL 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: 2,824 shares; 2025Q4: 2,883 shares; 2026Q1: 2,883 shares; 2026Q2: 2,879 shares 2,879 $259K 0.01% -4 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,607 shares; 2025Q4: not reported; 2026Q1: 3,728 shares; 2026Q2: 4,150 shares 4,150 $257K 0.01% +422 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: 1,476 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,026 shares; 2026Q1: 1,040 shares; 2026Q2: 1,043 shares 1,043 $257K 0.01% +3 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: not reported; 2025Q4: not reported; 2026Q1: 1,512 shares; 2026Q2: 1,618 shares 1,618 $250K 0.01% +106 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: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 3,796 shares; 2025Q2: 3,796 shares; 2025Q3: 3,796 shares; 2025Q4: 3,796 shares; 2026Q1: 2,816 shares; 2026Q2: 2,748 shares 2,748 $249K 0.01% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 2,881 shares; 2026Q1: 2,881 shares; 2026Q2: 2,875 shares 2,875 $249K 0.01% -6 Timeline MAS MASCO CORP More: the full row for MASCO 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: 2,888 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,046 shares 3,046 $248K 0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,602 shares 1,602 $246K 0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,849 shares; 2024Q4: 16,407 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,770 shares; 2025Q4: 4,662 shares; 2026Q1: 4,662 shares; 2026Q2: 4,662 shares 4,662 $244K 0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,699 shares; 2024Q4: 2,699 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,026 shares 3,026 $244K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 620 shares; 2026Q1: not reported; 2026Q2: 621 shares 621 $240K 0.01% new Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY 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: 5,096 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,371 shares 6,371 $239K 0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 4,990 shares 4,990 $237K 0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,426 shares; 2025Q4: 2,426 shares; 2026Q1: 2,650 shares; 2026Q2: 2,026 shares 2,026 $236K 0.01% -624 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,220 shares; 2024Q4: 1,220 shares; 2025Q1: 1,109 shares; 2025Q2: not reported; 2025Q3: 1,130 shares; 2025Q4: 1,274 shares; 2026Q1: 1,142 shares; 2026Q2: 1,143 shares 1,143 $235K 0.01% +1 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: 9,434 shares; 2025Q2: 9,434 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,756 shares 7,756 $234K 0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 642 shares; 2025Q3: 660 shares; 2025Q4: 657 shares; 2026Q1: 667 shares; 2026Q2: 691 shares 691 $234K 0.01% +24 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 230 shares 230 $233K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 1,765 shares; 2025Q4: 1,859 shares; 2026Q1: 1,748 shares; 2026Q2: 1,750 shares 1,750 $232K 0.01% +2 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; 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: 13,923 shares 13,923 $231K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 991 shares 991 $231K 0.01% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,811 shares; 2025Q2: 5,811 shares; 2025Q3: 5,947 shares; 2025Q4: 5,811 shares; 2026Q1: 5,811 shares; 2026Q2: 5,811 shares 5,811 $229K 0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,853 shares 1,853 $229K 0.01% new Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,681 shares; 2025Q4: 7,414 shares; 2026Q1: 6,807 shares; 2026Q2: 6,789 shares 6,789 $228K 0.01% -18 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: not reported; 2026Q1: 3,000 shares; 2026Q2: 3,000 shares 3,000 $227K 0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,159 shares; 2024Q4: 4,159 shares; 2025Q1: 3,974 shares; 2025Q2: 3,974 shares; 2025Q3: 3,156 shares; 2025Q4: 3,166 shares; 2026Q1: 3,166 shares; 2026Q2: 3,161 shares 3,161 $226K 0.01% -5 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,150 shares; 2025Q4: 2,150 shares; 2026Q1: 5,086 shares; 2026Q2: 2,172 shares 2,172 $226K 0.01% -2,914 Timeline MC MOELIS & CO More: the full row for MOELIS & 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: 3,252 shares; 2025Q4: 3,433 shares; 2026Q1: not reported; 2026Q2: 3,447 shares 3,447 $226K 0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 922 shares; 2026Q1: 886 shares; 2026Q2: 881 shares 881 $225K 0.01% -5 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 661 shares 661 $225K 0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,540 shares; 2024Q4: 3,540 shares; 2025Q1: 3,470 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,018 shares; 2026Q1: 3,018 shares; 2026Q2: 3,014 shares 3,014 $224K 0.01% -4 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,994 shares 7,994 $221K 0.01% new 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: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 1,095 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009 $220K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: 1,711 shares; 2026Q1: not reported; 2026Q2: 1,597 shares 1,597 $220K 0.01% new Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,002 shares; 2025Q2: 19,002 shares; 2025Q3: 19,002 shares; 2025Q4: 19,002 shares; 2026Q1: 18,324 shares; 2026Q2: 17,644 shares 17,644 $219K 0.01% -680 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,787 shares; 2024Q4: 5,787 shares; 2025Q1: 5,721 shares; 2025Q2: 5,721 shares; 2025Q3: 4,379 shares; 2025Q4: not reported; 2026Q1: 4,506 shares; 2026Q2: 4,501 shares 4,501 $219K 0.01% -5 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 700 shares; 2026Q1: 700 shares; 2026Q2: 702 shares 702 $218K 0.01% +2 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: not reported; 2026Q2: 551 shares 551 $217K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415 shares 415 $217K 0.01% new Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,322 shares 3,322 $217K 0.01% new Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY 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: 4,731 shares 4,731 $216K 0.01% new 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: 31,233 shares; 2025Q4: 22,720 shares; 2026Q1: 22,720 shares; 2026Q2: 16,250 shares 16,250 $216K 0.01% -6,470 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,747 shares; 2024Q4: 2,747 shares; 2025Q1: 2,747 shares; 2025Q2: 2,721 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,603 shares 2,603 $215K 0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 633 shares; 2025Q4: 633 shares; 2026Q1: not reported; 2026Q2: 629 shares 629 $215K 0.01% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 2,041 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares; 2026Q2: 2,159 shares 2,159 $214K 0.01% 0 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,242 shares 1,242 $212K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,766 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,094 shares 6,094 $212K 0.01% new Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 705 shares 705 $212K 0.01% new Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,885 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,129 shares 2,129 $211K 0.01% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,510 shares 1,510 $207K 0.01% new 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: 1,359 shares; 2024Q4: 1,359 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: not reported; 2026Q2: 1,300 shares 1,300 $206K 0.01% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,084 shares 5,084 $206K 0.01% new Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,980 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,107 shares 5,107 $203K 0.01% new 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: 3,041 shares; 2024Q4: 3,041 shares; 2025Q1: 1,924 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,888 shares 1,888 $203K 0.01% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,556 shares 1,556 $203K 0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,955 shares 5,955 $202K 0.01% new 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: not reported; 2026Q2: 1,579 shares 1,579 $200K 0.01% new Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,467 shares; 2024Q4: 10,467 shares; 2025Q1: 10,301 shares; 2025Q2: not reported; 2025Q3: 13,565 shares; 2025Q4: 13,099 shares; 2026Q1: 13,435 shares; 2026Q2: 13,464 shares 13,464 $197K 0.01% +29 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 12,467 shares; 2025Q4: 13,857 shares; 2026Q1: 10,612 shares; 2026Q2: 10,657 shares 10,657 $196K 0.01% +45 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,470 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,194 shares 10,194 $177K 0.01% new Timeline PAGS PAGSEGURO DIGITAL LTD More: the full row for PAGSEGURO DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,052 shares; 2024Q4: 10,052 shares; 2025Q1: 10,328 shares; 2025Q2: not reported; 2025Q3: 21,433 shares; 2025Q4: 20,131 shares; 2026Q1: 19,392 shares; 2026Q2: 19,439 shares 19,439 $176K 0.01% +47 Timeline OSPN ONESPAN INC More: the full row for ONESPAN 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: 12,011 shares 12,011 $172K 0.01% new Timeline EZET FRANKLIN ETHEREUM TR More: the full row for FRANKLIN ETHEREUM 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: 12,046 shares 12,046 $144K 0.01% new Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,431 shares; 2024Q4: 18,431 shares; 2025Q1: 18,405 shares; 2025Q2: 18,405 shares; 2025Q3: 16,103 shares; 2025Q4: 17,602 shares; 2026Q1: 17,667 shares; 2026Q2: 25,647 shares 25,647 $132K 0.01% +7,980 Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,117 shares 10,117 $109K <0.01% new Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,796 shares; 2025Q2: not reported; 2025Q3: 13,550 shares; 2025Q4: 13,550 shares; 2026Q1: 13,550 shares; 2026Q2: 13,550 shares 13,550 $77.6K <0.01% 0 Timeline