LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,616 shares; 2026Q2: 53,449 shares 53,449 $23.2M 6.44% -1,167 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: 93,985 shares; 2024Q4: 93,610 shares; 2025Q1: 114,904 shares; 2025Q2: 115,356 shares; 2025Q3: 112,318 shares; 2025Q4: 113,405 shares; 2026Q1: 109,704 shares; 2026Q2: 109,657 shares 109,657 $21.9M 6.1% -47 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,707 shares; 2026Q1: 15,918 shares; 2026Q2: 14,583 shares 14,583 $16.8M 4.68% -1,335 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: 46,985 shares; 2024Q4: 47,735 shares; 2025Q1: 48,516 shares; 2025Q2: 47,239 shares; 2025Q3: 48,099 shares; 2025Q4: 47,215 shares; 2026Q1: 45,443 shares; 2026Q2: 44,570 shares 44,570 $15.9M 4.43% -873 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,471 shares; 2024Q4: 127,700 shares; 2025Q1: 131,062 shares; 2025Q2: 134,020 shares; 2025Q3: 179,355 shares; 2025Q4: 202,098 shares; 2026Q1: 199,279 shares; 2026Q2: 184,930 shares 184,930 $14.6M 4.07% -14,349 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: 37,125 shares; 2024Q4: 36,938 shares; 2025Q1: 32,675 shares; 2025Q2: 31,251 shares; 2025Q3: 31,862 shares; 2025Q4: 30,644 shares; 2026Q1: 30,027 shares; 2026Q2: 29,394 shares 29,394 $11.1M 3.09% -633 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,876 shares; 2024Q4: 6,802 shares; 2025Q1: 6,960 shares; 2025Q2: 6,366 shares; 2025Q3: 6,002 shares; 2025Q4: 5,522 shares; 2026Q1: 5,143 shares; 2026Q2: 4,936 shares 4,936 $9.78M 2.72% -207 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: 32,548 shares; 2024Q4: 32,578 shares; 2025Q1: 31,807 shares; 2025Q2: 30,503 shares; 2025Q3: 31,057 shares; 2025Q4: 30,851 shares; 2026Q1: 29,651 shares; 2026Q2: 29,182 shares 29,182 $8.44M 2.35% -469 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: 38,216 shares; 2024Q4: 35,949 shares; 2025Q1: 11,844 shares; 2025Q2: 11,730 shares; 2025Q3: 12,114 shares; 2025Q4: 12,112 shares; 2026Q1: 11,566 shares; 2026Q2: 11,383 shares 11,383 $8.23M 2.29% -183 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 985 shares; 2025Q3: 2,181 shares; 2025Q4: 2,276 shares; 2026Q1: 2,637 shares; 2026Q2: 25,896 shares 25,896 $7.81M 2.17% +23,259 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,190 shares; 2024Q4: 18,509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,801 shares; 2026Q2: 17,952 shares 17,952 $7.75M 2.15% +11,151 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: 21,847 shares; 2024Q4: 21,089 shares; 2025Q1: 20,518 shares; 2025Q2: 20,011 shares; 2025Q3: 20,335 shares; 2025Q4: 20,322 shares; 2026Q1: 19,886 shares; 2026Q2: 20,304 shares 20,304 $7.57M 2.11% +418 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 319,695 shares; 2024Q4: 323,359 shares; 2025Q1: 348,241 shares; 2025Q2: 333,188 shares; 2025Q3: 355,271 shares; 2025Q4: 351,381 shares; 2026Q1: 349,133 shares; 2026Q2: 316,455 shares 316,455 $7.42M 2.06% -32,678 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,242 shares; 2024Q4: 30,886 shares; 2025Q1: 19,883 shares; 2025Q2: 18,482 shares; 2025Q3: 18,078 shares; 2025Q4: 16,180 shares; 2026Q1: 14,421 shares; 2026Q2: 13,691 shares 13,691 $7.05M 1.96% -730 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: 10,380 shares; 2025Q3: 39,436 shares; 2025Q4: 39,742 shares; 2026Q1: 38,457 shares; 2026Q2: 38,444 shares 38,444 $6.78M 1.89% -13 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,562 shares; 2024Q4: 16,330 shares; 2025Q1: 14,064 shares; 2025Q2: 14,209 shares; 2025Q3: 13,858 shares; 2025Q4: 12,727 shares; 2026Q1: 8,754 shares; 2026Q2: 7,708 shares 7,708 $6.47M 1.8% -1,046 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,048 shares; 2025Q1: 67,742 shares; 2025Q2: 74,211 shares; 2025Q3: 81,711 shares; 2025Q4: 84,744 shares; 2026Q1: 99,761 shares; 2026Q2: 104,834 shares 104,834 $6.32M 1.76% +5,073 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: 20,825 shares; 2024Q4: 24,046 shares; 2025Q1: 26,268 shares; 2025Q2: 23,544 shares; 2025Q3: 24,909 shares; 2025Q4: 25,957 shares; 2026Q1: 25,456 shares; 2026Q2: 26,424 shares 26,424 $6.3M 1.75% +968 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: 8,415 shares; 2024Q4: 8,484 shares; 2025Q1: 8,131 shares; 2025Q2: 7,744 shares; 2025Q3: 8,080 shares; 2025Q4: 7,825 shares; 2026Q1: 7,299 shares; 2026Q2: 7,284 shares 7,284 $6.04M 1.68% -15 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: 15,159 shares; 2024Q4: 15,841 shares; 2025Q1: 17,038 shares; 2025Q2: 16,416 shares; 2025Q3: 16,796 shares; 2025Q4: 16,414 shares; 2026Q1: 15,880 shares; 2026Q2: 16,943 shares 16,943 $5.81M 1.62% +1,063 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: 1,836 shares; 2024Q4: 1,444 shares; 2025Q1: 1,435 shares; 2025Q2: 1,418 shares; 2025Q3: 1,459 shares; 2025Q4: 1,345 shares; 2026Q1: 3,497 shares; 2026Q2: 4,682 shares 4,682 $5.62M 1.56% +1,185 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,738 shares; 2025Q1: 35,101 shares; 2025Q2: 30,621 shares; 2025Q3: 30,224 shares; 2025Q4: 29,512 shares; 2026Q1: 29,319 shares; 2026Q2: 31,558 shares 31,558 $5.49M 1.53% +2,239 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,579 shares; 2025Q2: 1,550 shares; 2025Q3: 1,644 shares; 2025Q4: 1,635 shares; 2026Q1: 12,308 shares; 2026Q2: 13,646 shares 13,646 $5.26M 1.46% +1,338 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: 8,478 shares; 2024Q4: 8,945 shares; 2025Q1: 9,204 shares; 2025Q2: 8,875 shares; 2025Q3: 9,026 shares; 2025Q4: 9,015 shares; 2026Q1: 9,055 shares; 2026Q2: 9,306 shares 9,306 $5.24M 1.46% +251 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 28,225 shares 28,225 $4.79M 1.33% new Timeline MGK 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: 11,488 shares; 2024Q4: 11,121 shares; 2025Q1: 10,285 shares; 2025Q2: 9,897 shares; 2025Q3: 9,923 shares; 2025Q4: 9,906 shares; 2026Q1: 10,101 shares; 2026Q2: 50,488 shares 50,488 $4.44M 1.23% +40,387 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: 5,581 shares; 2024Q4: 5,462 shares; 2025Q1: 5,933 shares; 2025Q2: 5,925 shares; 2025Q3: 6,017 shares; 2025Q4: 6,019 shares; 2026Q1: 6,020 shares; 2026Q2: 5,837 shares 5,837 $4.36M 1.21% -183 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,077 shares; 2024Q4: 11,790 shares; 2025Q1: 10,746 shares; 2025Q2: 10,329 shares; 2025Q3: 10,315 shares; 2025Q4: 10,322 shares; 2026Q1: 10,511 shares; 2026Q2: 10,437 shares 10,437 $4.27M 1.19% -74 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,817 shares; 2024Q4: 33,389 shares; 2025Q1: 38,911 shares; 2025Q2: 34,896 shares; 2025Q3: 36,517 shares; 2025Q4: 35,924 shares; 2026Q1: 34,934 shares; 2026Q2: 35,501 shares 35,501 $4.23M 1.18% +567 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: 14,556 shares; 2024Q4: 15,211 shares; 2025Q1: 15,083 shares; 2025Q2: 13,010 shares; 2025Q3: 12,378 shares; 2025Q4: 12,921 shares; 2026Q1: 12,571 shares; 2026Q2: 12,261 shares 12,261 $4.15M 1.15% -310 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: 9,145 shares; 2024Q4: 9,298 shares; 2025Q1: 9,907 shares; 2025Q2: 9,826 shares; 2025Q3: 10,030 shares; 2025Q4: 9,962 shares; 2026Q1: 9,708 shares; 2026Q2: 10,141 shares 10,141 $3.58M 1% +433 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,119 shares; 2024Q4: 19,649 shares; 2025Q1: 19,751 shares; 2025Q2: 18,514 shares; 2025Q3: 2,687 shares; 2025Q4: 2,687 shares; 2026Q1: 10,574 shares; 2026Q2: 10,248 shares 10,248 $3.49M 0.97% -326 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,819 shares; 2024Q4: 76,619 shares; 2025Q1: 78,561 shares; 2025Q2: 74,424 shares; 2025Q3: 74,242 shares; 2025Q4: 77,460 shares; 2026Q1: 78,031 shares; 2026Q2: 74,871 shares 74,871 $3.41M 0.95% -3,160 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM 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: 7,750 shares; 2025Q3: 27,570 shares; 2025Q4: 28,176 shares; 2026Q1: 26,342 shares; 2026Q2: 18,053 shares 18,053 $3.38M 0.94% -8,289 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,805 shares; 2026Q1: 22,739 shares; 2026Q2: 23,101 shares 23,101 $3.16M 0.88% +362 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,234 shares; 2026Q1: 16,076 shares; 2026Q2: 14,619 shares 14,619 $2.95M 0.82% -1,457 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 35,894 shares; 2026Q2: 42,728 shares 42,728 $2.83M 0.79% +6,834 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,191 shares; 2024Q4: 22,120 shares; 2025Q1: 21,223 shares; 2025Q2: 19,582 shares; 2025Q3: 19,766 shares; 2025Q4: 20,090 shares; 2026Q1: 26,930 shares; 2026Q2: 27,878 shares 27,878 $2.74M 0.76% +948 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 10,792 shares 10,792 $2.73M 0.76% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,340 shares; 2025Q1: 13,483 shares; 2025Q2: 15,368 shares; 2025Q3: 15,603 shares; 2025Q4: 15,964 shares; 2026Q1: 16,554 shares; 2026Q2: 16,673 shares 16,673 $2.69M 0.75% +119 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,863 shares 9,863 $2.64M 0.73% new Timeline MGV 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: 16,814 shares; 2024Q4: 17,006 shares; 2025Q1: 16,328 shares; 2025Q2: 15,359 shares; 2025Q3: 15,324 shares; 2025Q4: 15,457 shares; 2026Q1: 16,004 shares; 2026Q2: 16,012 shares 16,012 $2.62M 0.73% +8 Timeline FESM 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: 23,737 shares; 2025Q1: 41,407 shares; 2025Q2: 40,433 shares; 2025Q3: 44,795 shares; 2025Q4: 46,975 shares; 2026Q1: 51,016 shares; 2026Q2: 52,065 shares 52,065 $2.51M 0.7% +1,049 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,621 shares; 2026Q1: 29,159 shares; 2026Q2: 31,778 shares 31,778 $2.51M 0.7% +2,619 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,079 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,509 shares; 2026Q1: 9,534 shares; 2026Q2: 10,110 shares 10,110 $2.43M 0.68% +576 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,466 shares; 2024Q4: 4,759 shares; 2025Q1: 14,466 shares; 2025Q2: 27,062 shares; 2025Q3: 30,290 shares; 2025Q4: 30,712 shares; 2026Q1: 30,892 shares; 2026Q2: 28,793 shares 28,793 $2.25M 0.63% -2,099 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,503 shares; 2024Q4: 7,310 shares; 2025Q1: 5,869 shares; 2025Q2: 5,308 shares; 2025Q3: 4,900 shares; 2025Q4: 3,305 shares; 2026Q1: 3,000 shares; 2026Q2: 7,684 shares 7,684 $2.2M 0.61% +4,684 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,832 shares; 2024Q4: 18,557 shares; 2025Q1: 26,239 shares; 2025Q2: 28,470 shares; 2025Q3: 19,069 shares; 2025Q4: 19,125 shares; 2026Q1: 18,920 shares; 2026Q2: 18,939 shares 18,939 $2.14M 0.6% +19 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: 1,286 shares; 2026Q1: 8,714 shares; 2026Q2: 8,187 shares 8,187 $2.1M 0.58% -527 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,294 shares 6,294 $1.7M 0.47% new Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,957 shares; 2024Q4: 16,957 shares; 2025Q1: 16,957 shares; 2025Q2: 16,957 shares; 2025Q3: 16,957 shares; 2025Q4: 15,957 shares; 2026Q1: 15,957 shares; 2026Q2: 15,957 shares 15,957 $1.7M 0.47% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,923 shares; 2026Q2: 6,295 shares 6,295 $1.52M 0.42% +2,372 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 43,506 shares 43,506 $1.5M 0.42% new Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,021 shares; 2025Q4: 8,710 shares; 2026Q1: 20,311 shares; 2026Q2: 20,124 shares 20,124 $1.41M 0.39% -187 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: 2,264 shares; 2024Q4: 2,412 shares; 2025Q1: 2,350 shares; 2025Q2: 2,267 shares; 2025Q3: 2,444 shares; 2025Q4: 2,559 shares; 2026Q1: 2,641 shares; 2026Q2: 16,186 shares 16,186 $1.39M 0.39% +13,545 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,635 shares; 2024Q4: 20,064 shares; 2025Q1: 20,114 shares; 2025Q2: 19,511 shares; 2025Q3: 21,703 shares; 2025Q4: 23,674 shares; 2026Q1: 31,468 shares; 2026Q2: 32,029 shares 32,029 $1.39M 0.39% +561 Timeline ASTH ASTRANA HEALTH INC More: the full row for ASTRANA HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,789 shares 29,789 $1.38M 0.38% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 5,407 shares 5,407 $1.28M 0.35% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,088 shares; 2024Q4: 36,403 shares; 2025Q1: 15,726 shares; 2025Q2: 15,739 shares; 2025Q3: 15,748 shares; 2025Q4: 15,777 shares; 2026Q1: 15,630 shares; 2026Q2: 16,023 shares 16,023 $1.14M 0.32% +393 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,870 shares; 2024Q4: 16,954 shares; 2025Q1: 16,943 shares; 2025Q2: 15,668 shares; 2025Q3: 17,648 shares; 2025Q4: 19,572 shares; 2026Q1: 19,537 shares; 2026Q2: 19,387 shares 19,387 $1.03M 0.29% -150 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL 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: 45,403 shares 45,403 $1.02M 0.28% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,013 shares; 2024Q4: 2,988 shares; 2025Q1: 2,876 shares; 2025Q2: 2,956 shares; 2025Q3: 3,042 shares; 2025Q4: 2,965 shares; 2026Q1: 2,315 shares; 2026Q2: 2,315 shares 2,315 $974K 0.27% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,498 shares; 2024Q4: 1,498 shares; 2025Q1: 1,494 shares; 2025Q2: 1,483 shares; 2025Q3: 1,423 shares; 2025Q4: 1,470 shares; 2026Q1: 3,982 shares; 2026Q2: 3,990 shares 3,990 $970K 0.27% +8 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,414 shares; 2024Q4: 4,578 shares; 2025Q1: 4,399 shares; 2025Q2: 4,258 shares; 2025Q3: 4,383 shares; 2025Q4: 4,190 shares; 2026Q1: 4,283 shares; 2026Q2: 4,373 shares 4,373 $953K 0.27% +90 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,285 shares; 2026Q1: 8,370 shares; 2026Q2: 12,614 shares 12,614 $945K 0.26% +4,244 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: 5,532 shares; 2024Q4: 5,786 shares; 2025Q1: 5,731 shares; 2025Q2: 5,671 shares; 2025Q3: 5,678 shares; 2025Q4: 5,678 shares; 2026Q1: 5,678 shares; 2026Q2: 5,866 shares 5,866 $927K 0.26% +188 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,706 shares; 2026Q1: 1,722 shares; 2026Q2: 1,742 shares 1,742 $872K 0.24% +20 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,778 shares; 2024Q4: 32,384 shares; 2025Q1: 30,490 shares; 2025Q2: 29,162 shares; 2025Q3: 29,330 shares; 2025Q4: 29,497 shares; 2026Q1: 29,508 shares; 2026Q2: 29,578 shares 29,578 $857K 0.24% +70 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769 shares; 2024Q4: 771 shares; 2025Q1: 711 shares; 2025Q2: 671 shares; 2025Q3: 656 shares; 2025Q4: 641 shares; 2026Q1: 593 shares; 2026Q2: 592 shares 592 $805K 0.22% -1 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,419 shares; 2024Q4: 21,419 shares; 2025Q1: 21,255 shares; 2025Q2: 21,255 shares; 2025Q3: 21,255 shares; 2025Q4: 21,855 shares; 2026Q1: 21,705 shares; 2026Q2: 21,705 shares 21,705 $802K 0.22% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,922 shares; 2024Q4: 13,982 shares; 2025Q1: 12,960 shares; 2025Q2: 11,746 shares; 2025Q3: 11,691 shares; 2025Q4: 11,117 shares; 2026Q1: 11,268 shares; 2026Q2: 10,633 shares 10,633 $781K 0.22% -635 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,863 shares; 2024Q4: 14,153 shares; 2025Q1: 12,369 shares; 2025Q2: 10,413 shares; 2025Q3: 10,261 shares; 2025Q4: 10,257 shares; 2026Q1: 10,240 shares; 2026Q2: 10,041 shares 10,041 $761K 0.21% -199 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,342 shares; 2024Q4: 1,332 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,315 shares; 2025Q4: 1,315 shares; 2026Q1: 1,514 shares; 2026Q2: 6,056 shares 6,056 $752K 0.21% +4,542 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: 2,196 shares; 2024Q4: 2,163 shares; 2025Q1: 1,949 shares; 2025Q2: 1,642 shares; 2025Q3: 1,731 shares; 2025Q4: 1,739 shares; 2026Q1: 2,071 shares; 2026Q2: 2,029 shares 2,029 $751K 0.21% -42 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: not reported; 2024Q4: 251 shares; 2025Q1: 250 shares; 2025Q2: 269 shares; 2025Q3: 362 shares; 2025Q4: 342 shares; 2026Q1: 785 shares; 2026Q2: 781 shares 781 $731K 0.2% -4 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,410 shares; 2025Q1: not reported; 2025Q2: 2,240 shares; 2025Q3: 2,215 shares; 2025Q4: 2,190 shares; 2026Q1: 2,165 shares; 2026Q2: 2,065 shares 2,065 $691K 0.19% -100 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: 4,501 shares; 2025Q1: 4,574 shares; 2025Q2: 4,559 shares; 2025Q3: 5,318 shares; 2025Q4: 5,430 shares; 2026Q1: 5,029 shares; 2026Q2: 4,992 shares 4,992 $683K 0.19% -37 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: 14,044 shares; 2024Q4: 17,506 shares; 2025Q1: 18,643 shares; 2025Q2: 17,589 shares; 2025Q3: 16,797 shares; 2025Q4: 15,285 shares; 2026Q1: 14,931 shares; 2026Q2: 3,066 shares 3,066 $670K 0.19% -11,865 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: 3,746 shares; 2024Q4: 3,696 shares; 2025Q1: 3,621 shares; 2025Q2: 3,555 shares; 2025Q3: 3,909 shares; 2025Q4: 3,790 shares; 2026Q1: 3,693 shares; 2026Q2: 3,659 shares 3,659 $662K 0.18% -34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,102 shares 17,102 $639K 0.18% new 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: 1,261 shares; 2024Q4: 1,451 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares; 2025Q3: 1,723 shares; 2025Q4: 1,893 shares; 2026Q1: 1,894 shares; 2026Q2: 1,901 shares 1,901 $622K 0.17% +7 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; 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: 2,254 shares; 2026Q2: 2,504 shares 2,504 $585K 0.16% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 287 shares; 2026Q2: 284 shares 284 $565K 0.16% -3 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,951 shares; 2024Q4: 1,931 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,902 shares; 2025Q4: 1,902 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $560K 0.16% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,100 shares; 2025Q2: 3,279 shares; 2025Q3: 10,827 shares; 2025Q4: 3,148 shares; 2026Q1: 4,011 shares; 2026Q2: 4,318 shares 4,318 $538K 0.15% +307 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,015 shares; 2025Q4: 980 shares; 2026Q1: 1,120 shares; 2026Q2: 1,120 shares 1,120 $535K 0.15% 0 Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,265 shares; 2025Q3: 34,267 shares; 2025Q4: 25,337 shares; 2026Q1: 28,785 shares; 2026Q2: 21,900 shares 21,900 $521K 0.14% -6,885 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 14,741 shares; 2026Q2: 12,612 shares 12,612 $513K 0.14% -2,129 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 19,595 shares 19,595 $511K 0.14% new Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,753 shares; 2024Q4: 11,664 shares; 2025Q1: 11,562 shares; 2025Q2: 10,821 shares; 2025Q3: 10,799 shares; 2025Q4: 11,092 shares; 2026Q1: 10,322 shares; 2026Q2: 10,360 shares 10,360 $493K 0.14% +38 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,349 shares; 2024Q4: 6,456 shares; 2025Q1: 6,618 shares; 2025Q2: 10,780 shares; 2025Q3: 11,198 shares; 2025Q4: 6,786 shares; 2026Q1: 6,401 shares; 2026Q2: 6,092 shares 6,092 $470K 0.13% -309 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: 4,159 shares; 2024Q4: 3,093 shares; 2025Q1: 3,093 shares; 2025Q2: 3,093 shares; 2025Q3: 3,093 shares; 2025Q4: 3,093 shares; 2026Q1: 3,093 shares; 2026Q2: 3,094 shares 3,094 $459K 0.13% +1 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: not reported; 2026Q1: 4,664 shares; 2026Q2: 4,741 shares 4,741 $457K 0.13% +77 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: 508 shares; 2024Q4: 604 shares; 2025Q1: 604 shares; 2025Q2: 604 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 603 shares; 2026Q2: 603 shares 603 $452K 0.13% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,977 shares; 2024Q4: 2,933 shares; 2025Q1: 2,905 shares; 2025Q2: 2,775 shares; 2025Q3: 2,780 shares; 2025Q4: 2,884 shares; 2026Q1: 2,633 shares; 2026Q2: 2,618 shares 2,618 $451K 0.13% -15 Timeline OOMA OOMA INC More: the full row for OOMA 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: 23,365 shares 23,365 $449K 0.12% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 1,795 shares; 2026Q1: 1,768 shares; 2026Q2: 1,766 shares 1,766 $449K 0.12% -2 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: 2,751 shares; 2024Q4: 3,536 shares; 2025Q1: 3,734 shares; 2025Q2: 3,706 shares; 2025Q3: 3,865 shares; 2025Q4: 4,261 shares; 2026Q1: 4,095 shares; 2026Q2: 3,958 shares 3,958 $448K 0.12% -137 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: 3,622 shares; 2024Q4: 4,122 shares; 2025Q1: 4,122 shares; 2025Q2: 4,122 shares; 2025Q3: 4,122 shares; 2025Q4: 4,122 shares; 2026Q1: 4,122 shares; 2026Q2: 4,122 shares 4,122 $428K 0.12% 0 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,925 shares 23,925 $420K 0.12% new 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: 7,828 shares; 2024Q4: 19,912 shares; 2025Q1: 19,522 shares; 2025Q2: 12,727 shares; 2025Q3: 12,061 shares; 2025Q4: 12,063 shares; 2026Q1: 12,065 shares; 2026Q2: 12,758 shares 12,758 $405K 0.11% +693 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: 36,791 shares; 2024Q4: 35,568 shares; 2025Q1: 7,094 shares; 2025Q2: 7,004 shares; 2025Q3: 5,128 shares; 2025Q4: 5,137 shares; 2026Q1: 4,449 shares; 2026Q2: 4,384 shares 4,384 $385K 0.11% -65 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 660 shares 660 $383K 0.11% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,049 shares; 2025Q3: 27,061 shares; 2025Q4: 23,089 shares; 2026Q1: 5,269 shares; 2026Q2: 5,269 shares 5,269 $380K 0.11% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,671 shares 3,671 $370K 0.1% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,410 shares 1,410 $360K 0.1% new Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL 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: 7,780 shares 7,780 $357K 0.1% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,077 shares; 2025Q2: 5,784 shares; 2025Q3: 6,057 shares; 2025Q4: 6,532 shares; 2026Q1: 6,142 shares; 2026Q2: 6,175 shares 6,175 $346K 0.1% +33 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: 4,019 shares; 2024Q4: 2,811 shares; 2025Q1: 2,759 shares; 2025Q2: 2,760 shares; 2025Q3: 2,740 shares; 2025Q4: 2,691 shares; 2026Q1: 2,691 shares; 2026Q2: 2,692 shares 2,692 $341K 0.09% +1 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,331 shares; 2024Q4: 7,286 shares; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 356 shares; 2025Q4: 361 shares; 2026Q1: 356 shares; 2026Q2: 341 shares 341 $334K 0.09% -15 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: 6,305 shares; 2025Q2: 6,147 shares; 2025Q3: 5,146 shares; 2025Q4: 11,569 shares; 2026Q1: 8,382 shares; 2026Q2: 2,774 shares 2,774 $330K 0.09% -5,608 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 297 shares; 2026Q2: 297 shares 297 $317K 0.09% 0 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: 2,648 shares; 2024Q4: 2,332 shares; 2025Q1: 2,126 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 623 shares; 2026Q2: 621 shares 621 $311K 0.09% -2 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,016 shares; 2024Q4: 5,186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,804 shares; 2026Q1: 5,561 shares; 2026Q2: 5,712 shares 5,712 $296K 0.08% +151 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 808 shares; 2025Q2: 808 shares; 2025Q3: 808 shares; 2025Q4: 808 shares; 2026Q1: 808 shares; 2026Q2: 808 shares 808 $295K 0.08% 0 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,240 shares; 2025Q4: 4,122 shares; 2026Q1: 3,809 shares; 2026Q2: 3,828 shares 3,828 $295K 0.08% +19 Timeline FNDA 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: 27,861 shares; 2024Q4: 29,350 shares; 2025Q1: 11,266 shares; 2025Q2: 7,674 shares; 2025Q3: 7,677 shares; 2025Q4: 7,681 shares; 2026Q1: 7,682 shares; 2026Q2: 7,729 shares 7,729 $294K 0.08% +47 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: 38,445 shares; 2024Q4: 39,886 shares; 2025Q1: 35,252 shares; 2025Q2: 32,926 shares; 2025Q3: 34,214 shares; 2025Q4: 34,244 shares; 2026Q1: 34,240 shares; 2026Q2: 2,194 shares 2,194 $291K 0.08% -32,046 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,480 shares; 2025Q2: 3,680 shares; 2025Q3: 3,879 shares; 2025Q4: 4,172 shares; 2026Q1: 4,215 shares; 2026Q2: 3,999 shares 3,999 $288K 0.08% -216 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,507 shares; 2026Q2: 2,552 shares 2,552 $282K 0.08% +45 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 838 shares; 2025Q1: 878 shares; 2025Q2: 878 shares; 2025Q3: 909 shares; 2025Q4: 892 shares; 2026Q1: 892 shares; 2026Q2: 3,472 shares 3,472 $280K 0.08% +2,580 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: 1,033 shares; 2024Q4: 1,300 shares; 2025Q1: 1,230 shares; 2025Q2: 1,181 shares; 2025Q3: 1,342 shares; 2025Q4: 1,573 shares; 2026Q1: 1,354 shares; 2026Q2: 1,110 shares 1,110 $279K 0.08% -244 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: 4,384 shares; 2025Q4: 6,195 shares; 2026Q1: 5,826 shares; 2026Q2: 5,843 shares 5,843 $278K 0.08% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,277 shares 3,277 $271K 0.08% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,175 shares; 2024Q4: 17,763 shares; 2025Q1: 20,702 shares; 2025Q2: 15,894 shares; 2025Q3: 15,871 shares; 2025Q4: 14,867 shares; 2026Q1: 6,447 shares; 2026Q2: 2,727 shares 2,727 $270K 0.08% -3,720 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,379 shares; 2025Q3: 3,572 shares; 2025Q4: 3,829 shares; 2026Q1: 3,675 shares; 2026Q2: 3,723 shares 3,723 $269K 0.07% +48 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: 1,827 shares; 2024Q4: 2,128 shares; 2025Q1: 2,043 shares; 2025Q2: 2,398 shares; 2025Q3: 2,260 shares; 2025Q4: 2,089 shares; 2026Q1: 1,829 shares; 2026Q2: 1,769 shares 1,769 $259K 0.07% -60 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 527 shares; 2026Q2: 527 shares 527 $259K 0.07% 0 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,367 shares 4,367 $250K 0.07% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,503 shares; 2026Q2: 1,513 shares 1,513 $249K 0.07% +10 Timeline IVOV 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: 8,295 shares; 2024Q4: 8,235 shares; 2025Q1: 11,993 shares; 2025Q2: 11,456 shares; 2025Q3: 11,516 shares; 2025Q4: 11,641 shares; 2026Q1: 2,258 shares; 2026Q2: 2,174 shares 2,174 $248K 0.07% -84 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,163 shares; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,137 shares; 2026Q2: 1,137 shares 1,137 $246K 0.07% 0 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,535 shares; 2026Q2: 7,710 shares 7,710 $244K 0.07% +175 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: not reported; 2025Q3: 1,987 shares; 2025Q4: 1,968 shares; 2026Q1: 1,976 shares; 2026Q2: 1,976 shares 1,976 $243K 0.07% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,908 shares; 2026Q2: 3,089 shares 3,089 $236K 0.07% +181 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 4,430 shares; 2026Q1: not reported; 2026Q2: 4,141 shares 4,141 $235K 0.07% new 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: not reported; 2024Q4: 394 shares; 2025Q1: 419 shares; 2025Q2: 389 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 447 shares; 2026Q2: 447 shares 447 $230K 0.06% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,198 shares 1,198 $228K 0.06% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,462 shares; 2026Q2: 4,651 shares 4,651 $228K 0.06% +189 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,093 shares; 2024Q4: 2,323 shares; 2025Q1: not reported; 2025Q2: 2,198 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: not reported; 2026Q2: 2,027 shares 2,027 $224K 0.06% new Timeline NSSC NAPCO SEC TECHNOLOGIES INC More: the full row for NAPCO SEC TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,845 shares 5,845 $222K 0.06% new 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: 4,210 shares; 2024Q4: 3,800 shares; 2025Q1: 3,513 shares; 2025Q2: 3,365 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: not reported; 2026Q2: 525 shares 525 $218K 0.06% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,780 shares; 2026Q2: 5,683 shares 5,683 $209K 0.06% -97 Timeline