IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119,136 shares; 2024Q4: 112,138 shares; 2025Q1: 113,031 shares; 2025Q2: 115,552 shares; 2025Q3: 111,406 shares; 2025Q4: 76,646 shares; 2026Q1: 71,806 shares; 2026Q2: 260,027 shares 260,027 $32.3M 6.36% +188,221 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,269 shares; 2024Q4: 335,642 shares; 2025Q1: 392,629 shares; 2025Q2: 334,003 shares; 2025Q3: 331,728 shares; 2025Q4: 180,699 shares; 2026Q1: 175,231 shares; 2026Q2: 171,138 shares 171,138 $25.1M 4.94% -4,093 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,842 shares; 2024Q4: 174,905 shares; 2025Q1: 257,247 shares; 2025Q2: 317,803 shares; 2025Q3: 353,983 shares; 2025Q4: 404,474 shares; 2026Q1: 444,331 shares; 2026Q2: 439,042 shares 439,042 $21.7M 4.28% -5,289 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: 88,194 shares; 2024Q4: 85,612 shares; 2025Q1: 88,017 shares; 2025Q2: 95,050 shares; 2025Q3: 96,919 shares; 2025Q4: 91,112 shares; 2026Q1: 89,963 shares; 2026Q2: 84,176 shares 84,176 $20.4M 4.02% -5,787 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,915 shares; 2024Q4: 169,822 shares; 2025Q1: 175,883 shares; 2025Q2: 186,076 shares; 2025Q3: 194,677 shares; 2025Q4: 197,426 shares; 2026Q1: 201,817 shares; 2026Q2: 209,546 shares 209,546 $19.5M 3.84% +7,729 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: 182,071 shares; 2024Q4: 561,993 shares; 2025Q1: 592,085 shares; 2025Q2: 574,846 shares; 2025Q3: 561,365 shares; 2025Q4: 587,348 shares; 2026Q1: 601,972 shares; 2026Q2: 597,717 shares 597,717 $19M 3.73% -4,255 Timeline VONG 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: 101,923 shares; 2024Q4: 104,486 shares; 2025Q1: 115,249 shares; 2025Q2: 116,007 shares; 2025Q3: 123,148 shares; 2025Q4: 121,824 shares; 2026Q1: 132,198 shares; 2026Q2: 141,500 shares 141,500 $17.5M 3.44% +9,302 Timeline VIOV 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: 19,871 shares; 2024Q4: 22,473 shares; 2025Q1: 27,089 shares; 2025Q2: 25,911 shares; 2025Q3: 124,494 shares; 2025Q4: 126,053 shares; 2026Q1: 123,477 shares; 2026Q2: 122,412 shares 122,412 $13.8M 2.72% -1,065 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: 112,763 shares; 2024Q4: 113,762 shares; 2025Q1: 123,849 shares; 2025Q2: 122,662 shares; 2025Q3: 127,487 shares; 2025Q4: 124,994 shares; 2026Q1: 133,072 shares; 2026Q2: 136,468 shares 136,468 $12.9M 2.55% +3,396 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,688 shares; 2024Q4: 95,914 shares; 2025Q1: 115,655 shares; 2025Q2: not reported; 2025Q3: 5,357,968 shares; 2025Q4: 5,344,985 shares; 2026Q1: 5,371,664 shares; 2026Q2: 5,382,453 shares 5,382,453 $12.3M 2.43% +10,789 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: 1,736,650 shares; 2024Q4: 43,441 shares; 2025Q1: 47,251 shares; 2025Q2: 44,690 shares; 2025Q3: 44,904 shares; 2025Q4: 41,609 shares; 2026Q1: 41,493 shares; 2026Q2: 41,160 shares 41,160 $11.9M 2.35% -333 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: 180,228 shares; 2024Q4: 180,498 shares; 2025Q1: 174,833 shares; 2025Q2: 179,073 shares; 2025Q3: 178,941 shares; 2025Q4: 177,469 shares; 2026Q1: 166,101 shares; 2026Q2: 158,654 shares 158,654 $11.3M 2.23% -7,447 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,892 shares; 2024Q4: 189,758 shares; 2025Q1: 178,904 shares; 2025Q2: 182,962 shares; 2025Q3: 185,885 shares; 2025Q4: 189,201 shares; 2026Q1: 198,316 shares; 2026Q2: 199,176 shares 199,176 $10.2M 2.01% +860 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: 14,960 shares; 2024Q4: 14,815 shares; 2025Q1: 15,666 shares; 2025Q2: 15,673 shares; 2025Q3: 18,526 shares; 2025Q4: 14,585 shares; 2026Q1: 12,630 shares; 2026Q2: 12,392 shares 12,392 $9.28M 1.83% -238 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: 23,272 shares; 2024Q4: 27,137 shares; 2025Q1: 28,788 shares; 2025Q2: 26,932 shares; 2025Q3: 25,539 shares; 2025Q4: 25,978 shares; 2026Q1: 24,366 shares; 2026Q2: 24,595 shares 24,595 $9.17M 1.81% +229 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: 69,253 shares; 2024Q4: 274,756 shares; 2025Q1: 271,557 shares; 2025Q2: 263,300 shares; 2025Q3: 263,374 shares; 2025Q4: 256,488 shares; 2026Q1: 253,438 shares; 2026Q2: 252,161 shares 252,161 $8.53M 1.68% -1,277 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: 93,865 shares; 2024Q4: 92,279 shares; 2025Q1: 91,406 shares; 2025Q2: 106,841 shares; 2025Q3: 109,041 shares; 2025Q4: 111,559 shares; 2026Q1: 112,432 shares; 2026Q2: 110,844 shares 110,844 $8.4M 1.65% -1,588 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,324 shares; 2024Q4: 25,969 shares; 2025Q1: 20,182 shares; 2025Q2: 28,319 shares; 2025Q3: 36,387 shares; 2025Q4: 37,480 shares; 2026Q1: 33,544 shares; 2026Q2: 35,777 shares 35,777 $7.91M 1.56% +2,233 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: 25,460 shares; 2024Q4: 31,722 shares; 2025Q1: 43,923 shares; 2025Q2: 43,493 shares; 2025Q3: 54,263 shares; 2025Q4: 56,863 shares; 2026Q1: 61,505 shares; 2026Q2: 72,110 shares 72,110 $7.15M 1.41% +10,605 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: 23,104 shares; 2024Q4: 23,292 shares; 2025Q1: 27,114 shares; 2025Q2: 29,687 shares; 2025Q3: 25,875 shares; 2025Q4: 21,638 shares; 2026Q1: 19,822 shares; 2026Q2: 19,110 shares 19,110 $6.83M 1.35% -712 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: 8,392 shares; 2024Q4: 8,694 shares; 2025Q1: 8,552 shares; 2025Q2: 9,772 shares; 2025Q3: 10,706 shares; 2025Q4: 10,184 shares; 2026Q1: 8,837 shares; 2026Q2: 9,062 shares 9,062 $6.67M 1.31% +225 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: 34,116 shares; 2024Q4: 34,276 shares; 2025Q1: 33,901 shares; 2025Q2: 34,026 shares; 2025Q3: 34,160 shares; 2025Q4: 34,041 shares; 2026Q1: 32,430 shares; 2026Q2: 29,979 shares 29,979 $6.53M 1.29% -2,451 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: 40,142 shares; 2024Q4: 19,634 shares; 2025Q1: 29,789 shares; 2025Q2: 26,045 shares; 2025Q3: 25,245 shares; 2025Q4: 18,396 shares; 2026Q1: 18,355 shares; 2026Q2: 18,360 shares 18,360 $6.01M 1.18% +5 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,600 shares; 2024Q4: 60,565 shares; 2025Q1: 63,455 shares; 2025Q2: 86,465 shares; 2025Q3: 72,349 shares; 2025Q4: 76,887 shares; 2026Q1: 86,418 shares; 2026Q2: 113,724 shares 113,724 $5.73M 1.13% +27,306 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,896 shares; 2025Q4: 7,314 shares; 2026Q1: 60,251 shares; 2026Q2: 60,490 shares 60,490 $5.01M 0.99% +239 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,783 shares; 2024Q4: 33,346 shares; 2025Q1: 38,329 shares; 2025Q2: 51,169 shares; 2025Q3: 53,671 shares; 2025Q4: 55,102 shares; 2026Q1: 61,371 shares; 2026Q2: 62,435 shares 62,435 $4.27M 0.84% +1,064 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: 694,167 shares; 2024Q4: 3,708 shares; 2025Q1: 2,061 shares; 2025Q2: 2,172 shares; 2025Q3: 2,150 shares; 2025Q4: 3,541 shares; 2026Q1: 3,555 shares; 2026Q2: 3,546 shares 3,546 $4.25M 0.84% -9 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: 6,860 shares; 2024Q4: 6,934 shares; 2025Q1: 7,182 shares; 2025Q2: 9,032 shares; 2025Q3: 8,310 shares; 2025Q4: 8,421 shares; 2026Q1: 6,164 shares; 2026Q2: 31,157 shares 31,157 $4.2M 0.83% +24,993 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,035 shares; 2024Q4: 46,109 shares; 2025Q1: 37,184 shares; 2025Q2: 23,230 shares; 2025Q3: 24,072 shares; 2025Q4: 38,291 shares; 2026Q1: 37,487 shares; 2026Q2: 34,519 shares 34,519 $4.05M 0.8% -2,968 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: 15,999 shares; 2024Q4: 17,599 shares; 2025Q1: 21,554 shares; 2025Q2: 22,972 shares; 2025Q3: 22,251 shares; 2025Q4: 19,279 shares; 2026Q1: 16,343 shares; 2026Q2: 16,441 shares 16,441 $3.92M 0.77% +98 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: 613,412 shares; 2024Q4: 28,550 shares; 2025Q1: 19,883 shares; 2025Q2: 19,520 shares; 2025Q3: 18,729 shares; 2025Q4: 28,816 shares; 2026Q1: 27,551 shares; 2026Q2: 27,502 shares 27,502 $3.53M 0.7% -49 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: 169,189 shares; 2024Q4: 16,169 shares; 2025Q1: 16,729 shares; 2025Q2: 11,328 shares; 2025Q3: 11,285 shares; 2025Q4: 14,252 shares; 2026Q1: 14,195 shares; 2026Q2: 14,008 shares 14,008 $3.52M 0.69% -187 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: 20,672 shares; 2024Q4: 12,459 shares; 2025Q1: 5,871 shares; 2025Q2: 5,871 shares; 2025Q3: 5,871 shares; 2025Q4: 12,246 shares; 2026Q1: 12,296 shares; 2026Q2: 12,313 shares 12,313 $3.46M 0.68% +17 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: 11,970 shares; 2024Q4: 12,633 shares; 2025Q1: 16,096 shares; 2025Q2: 18,836 shares; 2025Q3: 18,578 shares; 2025Q4: 17,080 shares; 2026Q1: 15,346 shares; 2026Q2: 15,639 shares 15,639 $3.13M 0.62% +293 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: 297,722 shares; 2024Q4: 6,864 shares; 2025Q1: 7,046 shares; 2025Q2: 7,496 shares; 2025Q3: 6,531 shares; 2025Q4: 5,825 shares; 2026Q1: 5,809 shares; 2026Q2: 5,783 shares 5,783 $2.89M 0.57% -26 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: 65,312 shares; 2024Q4: 13,026 shares; 2025Q1: 11,021 shares; 2025Q2: 8,249 shares; 2025Q3: 8,321 shares; 2025Q4: 12,189 shares; 2026Q1: 11,331 shares; 2026Q2: 11,330 shares 11,330 $2.88M 0.57% -1 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: 35,397 shares; 2024Q4: 69,462 shares; 2025Q1: 39,317 shares; 2025Q2: 29,034 shares; 2025Q3: 20,762 shares; 2025Q4: 50,014 shares; 2026Q1: 50,168 shares; 2026Q2: 50,174 shares 50,174 $2.86M 0.56% +6 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: 10,767 shares; 2024Q4: 10,689 shares; 2025Q1: 10,837 shares; 2025Q2: 10,819 shares; 2025Q3: 10,817 shares; 2025Q4: 10,608 shares; 2026Q1: 9,906 shares; 2026Q2: 9,884 shares 9,884 $2.67M 0.53% -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: 12,999 shares; 2024Q4: 20,094 shares; 2025Q1: 19,144 shares; 2025Q2: 19,601 shares; 2025Q3: 19,515 shares; 2025Q4: 31,656 shares; 2026Q1: 26,487 shares; 2026Q2: 26,852 shares 26,852 $2.66M 0.52% +365 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: 15,623 shares; 2024Q4: 39,432 shares; 2025Q1: 17,044 shares; 2025Q2: 12,131 shares; 2025Q3: 11,834 shares; 2025Q4: 25,346 shares; 2026Q1: 23,423 shares; 2026Q2: 23,357 shares 23,357 $2.65M 0.52% -66 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,124 shares; 2024Q4: 17,164 shares; 2025Q1: 5,784 shares; 2025Q2: 7,801 shares; 2025Q3: 7,308 shares; 2025Q4: 14,704 shares; 2026Q1: 13,324 shares; 2026Q2: 13,317 shares 13,317 $2.53M 0.5% -7 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: 4,132,870 shares; 2024Q4: 6,496 shares; 2025Q1: 6,109 shares; 2025Q2: 6,128 shares; 2025Q3: 4,759 shares; 2025Q4: 4,690 shares; 2026Q1: 4,498 shares; 2026Q2: 4,408 shares 4,408 $2.48M 0.49% -90 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 18,024 shares 18,024 $2.46M 0.49% new 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: 5,468 shares; 2024Q4: 5,850 shares; 2025Q1: 6,069 shares; 2025Q2: 8,433 shares; 2025Q3: 8,411 shares; 2025Q4: 7,476 shares; 2026Q1: 7,484 shares; 2026Q2: 6,851 shares 6,851 $2.42M 0.48% -633 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: 6,720 shares; 2024Q4: 30,456 shares; 2025Q1: 8,249 shares; 2025Q2: 18,374 shares; 2025Q3: 19,482 shares; 2025Q4: 20,162 shares; 2026Q1: 20,582 shares; 2026Q2: 22,291 shares 22,291 $2.32M 0.46% +1,709 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: 16,970 shares; 2024Q4: 7,450 shares; 2025Q1: 9,679 shares; 2025Q2: 8,212 shares; 2025Q3: 8,126 shares; 2025Q4: 7,945 shares; 2026Q1: 7,705 shares; 2026Q2: 7,864 shares 7,864 $2.13M 0.42% +159 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: 24,293 shares; 2024Q4: 17,465 shares; 2025Q1: 1,848 shares; 2025Q2: not reported; 2025Q3: 2,140 shares; 2025Q4: 17,465 shares; 2026Q1: 17,465 shares; 2026Q2: 17,465 shares 17,465 $2.05M 0.4% 0 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: 3,879 shares; 2024Q4: 12,101 shares; 2025Q1: 5,535 shares; 2025Q2: 6,569 shares; 2025Q3: 6,837 shares; 2025Q4: 14,151 shares; 2026Q1: 14,191 shares; 2026Q2: 14,217 shares 14,217 $1.92M 0.38% +26 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: not reported; 2024Q4: 14,648 shares; 2025Q1: 11,087 shares; 2025Q2: 7,925 shares; 2025Q3: 7,925 shares; 2025Q4: 14,289 shares; 2026Q1: 13,339 shares; 2026Q2: 13,339 shares 13,339 $1.91M 0.38% 0 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: 114,032 shares; 2024Q4: 19,987 shares; 2025Q1: 17,014 shares; 2025Q2: 12,929 shares; 2025Q3: 12,929 shares; 2025Q4: 18,732 shares; 2026Q1: 18,661 shares; 2026Q2: 18,403 shares 18,403 $1.67M 0.33% -258 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: 5,345 shares; 2024Q4: 5,392 shares; 2025Q1: 16,898 shares; 2025Q2: 9,381 shares; 2025Q3: 9,362 shares; 2025Q4: 4,171 shares; 2026Q1: 4,342 shares; 2026Q2: 4,249 shares 4,249 $1.61M 0.32% -93 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,458 shares; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,458 shares; 2025Q3: 13,458 shares; 2025Q4: 13,383 shares; 2026Q1: 13,124 shares; 2026Q2: 13,124 shares 13,124 $1.57M 0.31% 0 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: 9,166 shares; 2024Q4: 9,541 shares; 2025Q1: 10,842 shares; 2025Q2: 10,775 shares; 2025Q3: 10,683 shares; 2025Q4: 10,795 shares; 2026Q1: 10,581 shares; 2026Q2: 10,546 shares 10,546 $1.56M 0.31% -35 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: 14,521 shares; 2024Q4: 14,932 shares; 2025Q1: 14,973 shares; 2025Q2: 14,587 shares; 2025Q3: 14,205 shares; 2025Q4: 11,885 shares; 2026Q1: 11,717 shares; 2026Q2: 11,314 shares 11,314 $1.56M 0.31% -403 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,345 shares; 2024Q4: 25,586 shares; 2025Q1: 9,820 shares; 2025Q2: 9,667 shares; 2025Q3: 9,610 shares; 2025Q4: 18,913 shares; 2026Q1: 18,493 shares; 2026Q2: 18,235 shares 18,235 $1.51M 0.3% -258 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,489 shares; 2025Q2: 12,573 shares; 2025Q3: 28,502 shares; 2025Q4: 30,702 shares; 2026Q1: 27,004 shares; 2026Q2: 29,129 shares 29,129 $1.48M 0.29% +2,125 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: 104,278 shares; 2024Q4: 28,356 shares; 2025Q1: 27,820 shares; 2025Q2: 24,966 shares; 2025Q3: 19,487 shares; 2025Q4: 20,216 shares; 2026Q1: 16,679 shares; 2026Q2: 16,065 shares 16,065 $1.48M 0.29% -614 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: 1,836 shares; 2024Q4: 9,828 shares; 2025Q1: 12,781 shares; 2025Q2: 7,106 shares; 2025Q3: 7,113 shares; 2025Q4: 9,871 shares; 2026Q1: 9,943 shares; 2026Q2: 10,095 shares 10,095 $1.48M 0.29% +152 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: not reported; 2024Q4: 19,628 shares; 2025Q1: 3,687 shares; 2025Q2: 3,572 shares; 2025Q3: 3,318 shares; 2025Q4: 19,569 shares; 2026Q1: 18,794 shares; 2026Q2: 18,532 shares 18,532 $1.44M 0.28% -262 Timeline ITRN ITURAN LOCATION AND CONTROL More: the full row for ITURAN LOCATION AND CONTROL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,099 shares; 2024Q4: 23,099 shares; 2025Q1: 23,099 shares; 2025Q2: 23,099 shares; 2025Q3: 23,099 shares; 2025Q4: 23,099 shares; 2026Q1: 23,000 shares; 2026Q2: 23,000 shares 23,000 $1.4M 0.28% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,566 shares; 2024Q4: 14,890 shares; 2025Q1: 4,097 shares; 2025Q2: 4,090 shares; 2025Q3: 4,090 shares; 2025Q4: 14,890 shares; 2026Q1: 14,890 shares; 2026Q2: 14,890 shares 14,890 $1.37M 0.27% 0 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: 5,660 shares; 2024Q4: 20,864 shares; 2025Q1: 17,026 shares; 2025Q2: 8,790 shares; 2025Q3: 9,086 shares; 2025Q4: 16,741 shares; 2026Q1: 16,593 shares; 2026Q2: 16,557 shares 16,557 $1.35M 0.27% -36 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,814 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,140 shares; 2026Q1: 10,145 shares; 2026Q2: 10,158 shares 10,158 $1.33M 0.26% +13 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: 112,885 shares; 2024Q4: 49,305 shares; 2025Q1: 32,065 shares; 2025Q2: 24,038 shares; 2025Q3: 25,151 shares; 2025Q4: 51,012 shares; 2026Q1: 55,332 shares; 2026Q2: 54,751 shares 54,751 $1.32M 0.26% -581 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares; 2026Q2: 11,800 shares 11,800 $1.26M 0.25% 0 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: 63,293 shares; 2024Q4: 12,750 shares; 2025Q1: 11,759 shares; 2025Q2: 9,407 shares; 2025Q3: 9,011 shares; 2025Q4: 13,206 shares; 2026Q1: 13,062 shares; 2026Q2: 13,072 shares 13,072 $1.26M 0.25% +10 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,283 shares; 2024Q4: 4,067 shares; 2025Q1: 4,067 shares; 2025Q2: 4,022 shares; 2025Q3: 4,004 shares; 2025Q4: 4,004 shares; 2026Q1: 4,004 shares; 2026Q2: 4,009 shares 4,009 $1.23M 0.24% +5 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: 18,187 shares; 2024Q4: 1,199 shares; 2025Q1: 1,204 shares; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,276 shares; 2026Q2: 1,146 shares 1,146 $1.22M 0.24% -130 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,911 shares; 2024Q4: 18,729 shares; 2025Q1: 17,378 shares; 2025Q2: 17,532 shares; 2025Q3: 21,801 shares; 2025Q4: 21,341 shares; 2026Q1: 21,277 shares; 2026Q2: 20,412 shares 20,412 $1.22M 0.24% -865 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 7,450 shares; 2025Q1: 7,450 shares; 2025Q2: 7,450 shares; 2025Q3: 7,426 shares; 2025Q4: 7,341 shares; 2026Q1: 7,348 shares; 2026Q2: 7,191 shares 7,191 $1.14M 0.22% -157 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 1,867 shares; 2025Q4: 1,847 shares; 2026Q1: 1,853 shares; 2026Q2: 1,473 shares 1,473 $1.12M 0.22% -380 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: 2,837 shares; 2024Q4: 2,837 shares; 2025Q1: 6,129 shares; 2025Q2: 4,474 shares; 2025Q3: 4,448 shares; 2025Q4: 3,955 shares; 2026Q1: 3,936 shares; 2026Q2: 3,638 shares 3,638 $1.09M 0.22% -298 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,025 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,545 shares; 2026Q1: 5,538 shares; 2026Q2: 5,550 shares 5,550 $1.08M 0.21% +12 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: 2,887 shares; 2024Q4: 2,967 shares; 2025Q1: 3,064 shares; 2025Q2: 3,267 shares; 2025Q3: 3,248 shares; 2025Q4: 3,335 shares; 2026Q1: 3,376 shares; 2026Q2: 3,152 shares 3,152 $1.08M 0.21% -224 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,926 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,500 shares; 2025Q3: 39,535 shares; 2025Q4: 69,055 shares; 2026Q1: 97,586 shares; 2026Q2: 97,555 shares 97,555 $1.06M 0.21% -31 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,969 shares; 2024Q4: 15,969 shares; 2025Q1: 15,969 shares; 2025Q2: 15,969 shares; 2025Q3: 15,969 shares; 2025Q4: 15,969 shares; 2026Q1: 15,969 shares; 2026Q2: 15,969 shares 15,969 $1.06M 0.21% 0 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: 4,954 shares; 2025Q2: 4,954 shares; 2025Q3: 4,811 shares; 2025Q4: 4,067 shares; 2026Q1: 4,080 shares; 2026Q2: 4,080 shares 4,080 $1.04M 0.21% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,323 shares; 2025Q1: 6,010 shares; 2025Q2: 5,931 shares; 2025Q3: 5,309 shares; 2025Q4: 4,659 shares; 2026Q1: 4,573 shares; 2026Q2: 4,506 shares 4,506 $1.02M 0.2% -67 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,266 shares; 2024Q4: 6,266 shares; 2025Q1: 6,266 shares; 2025Q2: 6,266 shares; 2025Q3: 6,266 shares; 2025Q4: 6,266 shares; 2026Q1: 6,275 shares; 2026Q2: 6,275 shares 6,275 $1.02M 0.2% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,026 shares; 2024Q4: 22,051 shares; 2025Q1: 22,044 shares; 2025Q2: 17,001 shares; 2025Q3: 15,651 shares; 2025Q4: 15,698 shares; 2026Q1: 15,746 shares; 2026Q2: 15,765 shares 15,765 $991K 0.2% +19 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,836 shares; 2024Q4: 3,424 shares; 2025Q1: 3,472 shares; 2025Q2: 3,279 shares; 2025Q3: 3,276 shares; 2025Q4: 3,183 shares; 2026Q1: 3,093 shares; 2026Q2: 3,121 shares 3,121 $983K 0.19% +28 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: 1,184 shares; 2024Q4: 1,184 shares; 2025Q1: 1,334 shares; 2025Q2: 1,340 shares; 2025Q3: 1,317 shares; 2025Q4: 1,066 shares; 2026Q1: 1,102 shares; 2026Q2: 1,033 shares 1,033 $966K 0.19% -69 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: 23,543 shares; 2024Q4: 5,555 shares; 2025Q1: 6,247 shares; 2025Q2: 7,516 shares; 2025Q3: 7,373 shares; 2025Q4: 5,872 shares; 2026Q1: 5,903 shares; 2026Q2: 5,796 shares 5,796 $961K 0.19% -107 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,529 shares; 2024Q4: 28,993 shares; 2025Q1: 28,467 shares; 2025Q2: 23,588 shares; 2025Q3: 20,007 shares; 2025Q4: 19,946 shares; 2026Q1: 11,443 shares; 2026Q2: 11,443 shares 11,443 $943K 0.19% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares; 2025Q3: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares; 2026Q2: 31,000 shares 31,000 $908K 0.18% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,118 shares; 2024Q4: 22,873 shares; 2025Q1: 9,512 shares; 2025Q2: 9,487 shares; 2025Q3: 9,887 shares; 2025Q4: 15,566 shares; 2026Q1: 15,841 shares; 2026Q2: 15,725 shares 15,725 $906K 0.18% -116 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,854 shares; 2024Q4: 14,748 shares; 2025Q1: 14,821 shares; 2025Q2: 9,154 shares; 2025Q3: 9,154 shares; 2025Q4: 9,137 shares; 2026Q1: 6,678 shares; 2026Q2: 5,640 shares 5,640 $902K 0.18% -1,038 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: 4,038 shares; 2024Q4: 4,070 shares; 2025Q1: 5,073 shares; 2025Q2: 5,167 shares; 2025Q3: 5,147 shares; 2025Q4: 4,147 shares; 2026Q1: 4,167 shares; 2026Q2: 4,125 shares 4,125 $893K 0.18% -42 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 19,205 shares; 2025Q2: 19,197 shares; 2025Q3: 19,197 shares; 2025Q4: 19,197 shares; 2026Q1: 19,197 shares; 2026Q2: 18,600 shares 18,600 $884K 0.17% -597 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,602 shares; 2025Q2: 36,565 shares; 2025Q3: 37,339 shares; 2025Q4: 39,596 shares; 2026Q1: 39,596 shares; 2026Q2: 39,925 shares 39,925 $867K 0.17% +329 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: 11,091 shares; 2024Q4: 1,842 shares; 2025Q1: 2,030 shares; 2025Q2: 2,030 shares; 2025Q3: 2,030 shares; 2025Q4: 2,088 shares; 2026Q1: 2,188 shares; 2026Q2: 2,495 shares 2,495 $851K 0.17% +307 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: 10,861 shares; 2024Q4: 10,861 shares; 2025Q1: 10,861 shares; 2025Q2: 10,861 shares; 2025Q3: 10,861 shares; 2025Q4: 10,861 shares; 2026Q1: 10,922 shares; 2026Q2: 10,919 shares 10,919 $835K 0.16% -3 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,185 shares; 2024Q4: 2,177 shares; 2025Q1: 3,496 shares; 2025Q2: 2,825 shares; 2025Q3: 2,862 shares; 2025Q4: 2,177 shares; 2026Q1: 2,273 shares; 2026Q2: 2,210 shares 2,210 $826K 0.16% -63 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,666 shares; 2025Q4: 5,472 shares; 2026Q1: 6,289 shares; 2026Q2: 5,902 shares 5,902 $824K 0.16% -387 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: 2,116 shares; 2024Q4: 2,198 shares; 2025Q1: 2,226 shares; 2025Q2: 1,751 shares; 2025Q3: 1,272 shares; 2025Q4: 1,264 shares; 2026Q1: 1,108 shares; 2026Q2: 1,075 shares 1,075 $812K 0.16% -33 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,612 shares; 2024Q4: 10,691 shares; 2025Q1: 10,598 shares; 2025Q2: 12,377 shares; 2025Q3: 12,377 shares; 2025Q4: 12,370 shares; 2026Q1: 10,735 shares; 2026Q2: 9,394 shares 9,394 $810K 0.16% -1,341 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,496 shares; 2024Q4: 3,610 shares; 2025Q1: 3,579 shares; 2025Q2: 1,949 shares; 2025Q3: 1,949 shares; 2025Q4: 1,872 shares; 2026Q1: 1,848 shares; 2026Q2: 1,838 shares 1,838 $779K 0.15% -10 Timeline CCSI CONSENSUS CLOUD SOLUTIONS IN More: the full row for CONSENSUS CLOUD SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155,857 shares; 2024Q4: 170,306 shares; 2025Q1: 170,306 shares; 2025Q2: 166,260 shares; 2025Q3: 85,335 shares; 2025Q4: 82,946 shares; 2026Q1: 32,145 shares; 2026Q2: 19,863 shares 19,863 $758K 0.15% -12,282 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $749K 0.15% 0 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: 11,635 shares; 2024Q4: 11,635 shares; 2025Q1: 9,695 shares; 2025Q2: 9,701 shares; 2025Q3: 10,890 shares; 2025Q4: 1,924 shares; 2026Q1: 1,910 shares; 2026Q2: 2,010 shares 2,010 $740K 0.15% +100 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,494 shares; 2024Q4: 4,594 shares; 2025Q1: 4,567 shares; 2025Q2: 2,838 shares; 2025Q3: 2,838 shares; 2025Q4: 2,741 shares; 2026Q1: 2,127 shares; 2026Q2: 1,885 shares 1,885 $703K 0.14% -242 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,548 shares; 2025Q1: 3,247 shares; 2025Q2: 4,838 shares; 2025Q3: 3,510 shares; 2025Q4: 12,422 shares; 2026Q1: 12,442 shares; 2026Q2: 12,135 shares 12,135 $702K 0.14% -307 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: 1,398 shares; 2024Q4: 451,784 shares; 2025Q1: 288,476 shares; 2025Q2: 1,436 shares; 2025Q3: 1,499 shares; 2025Q4: 977 shares; 2026Q1: 1,040 shares; 2026Q2: 934 shares 934 $698K 0.14% -106 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,558 shares; 2025Q4: 1,598 shares; 2026Q1: 1,609 shares; 2026Q2: 1,675 shares 1,675 $686K 0.14% +66 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,794 shares; 2025Q1: 2,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,950 shares; 2026Q1: 4,950 shares; 2026Q2: 6,740 shares 6,740 $679K 0.13% +1,790 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: 107,880 shares; 2024Q4: 12,882 shares; 2025Q1: 12,882 shares; 2025Q2: 12,882 shares; 2025Q3: 12,807 shares; 2025Q4: 12,807 shares; 2026Q1: 4,259 shares; 2026Q2: 4,259 shares 4,259 $673K 0.13% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819 shares; 2024Q4: 633 shares; 2025Q1: 1,246 shares; 2025Q2: 1,000 shares; 2025Q3: 1,018 shares; 2025Q4: 540 shares; 2026Q1: 547 shares; 2026Q2: 569 shares 569 $668K 0.13% +22 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,394 shares; 2024Q4: 5,349 shares; 2025Q1: 5,379 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares; 2025Q4: 2,747 shares; 2026Q1: 2,719 shares; 2026Q2: 2,711 shares 2,711 $665K 0.13% -8 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: 2,124 shares; 2024Q4: 2,130 shares; 2025Q1: 4,049 shares; 2025Q2: 3,071 shares; 2025Q3: 3,071 shares; 2025Q4: 1,855 shares; 2026Q1: 1,862 shares; 2026Q2: 1,863 shares 1,863 $657K 0.13% +1 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: not reported; 2024Q4: not reported; 2025Q1: 10,081 shares; 2025Q2: 10,289 shares; 2025Q3: 16,777 shares; 2025Q4: 8,451 shares; 2026Q1: 8,474 shares; 2026Q2: 8,474 shares 8,474 $653K 0.13% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,000 shares; 2026Q1: 27,036 shares; 2026Q2: 27,036 shares 27,036 $647K 0.13% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,226 shares; 2025Q4: not reported; 2026Q1: 669 shares; 2026Q2: 667 shares 667 $644K 0.13% -2 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: 1,545 shares; 2024Q4: 1,785 shares; 2025Q1: 1,490 shares; 2025Q2: 1,510 shares; 2025Q3: 1,505 shares; 2025Q4: 1,610 shares; 2026Q1: 1,387 shares; 2026Q2: 1,344 shares 1,344 $642K 0.13% -43 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: 3,501 shares; 2024Q4: 3,488 shares; 2025Q1: 3,477 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares; 2026Q1: 2,123 shares; 2026Q2: 2,112 shares 2,112 $635K 0.13% -11 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: 275,920 shares; 2024Q4: 18,552 shares; 2025Q1: 8,090 shares; 2025Q2: 6,720 shares; 2025Q3: 7,457 shares; 2025Q4: 15,639 shares; 2026Q1: 16,006 shares; 2026Q2: 14,704 shares 14,704 $623K 0.12% -1,302 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: not reported; 2025Q3: not reported; 2025Q4: 181 shares; 2026Q1: 182 shares; 2026Q2: 2,057 shares 2,057 $621K 0.12% +1,875 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,521 shares; 2024Q4: 4,519 shares; 2025Q1: 4,414 shares; 2025Q2: 2,686 shares; 2025Q3: 2,686 shares; 2025Q4: 2,683 shares; 2026Q1: 2,649 shares; 2026Q2: 2,637 shares 2,637 $617K 0.12% -12 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: 1,240 shares; 2024Q4: 1,251 shares; 2025Q1: 1,253 shares; 2025Q2: 1,251 shares; 2025Q3: 1,251 shares; 2025Q4: 1,251 shares; 2026Q1: 1,241 shares; 2026Q2: 1,245 shares 1,245 $611K 0.12% +4 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,090 shares; 2024Q4: 7,179 shares; 2025Q1: 7,086 shares; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 4,283 shares; 2026Q2: 4,271 shares 4,271 $610K 0.12% -12 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: 1,484 shares; 2024Q4: 1,579 shares; 2025Q1: 1,582 shares; 2025Q2: 1,579 shares; 2025Q3: 1,590 shares; 2025Q4: 1,558 shares; 2026Q1: 1,537 shares; 2026Q2: 1,537 shares 1,537 $610K 0.12% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,339 shares; 2024Q4: 12,784 shares; 2025Q1: 8,604 shares; 2025Q2: 8,604 shares; 2025Q3: 7,424 shares; 2025Q4: 6,774 shares; 2026Q1: 7,051 shares; 2026Q2: 7,051 shares 7,051 $609K 0.12% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,474 shares; 2024Q4: 16,425 shares; 2025Q1: 15,849 shares; 2025Q2: 15,849 shares; 2025Q3: 15,849 shares; 2025Q4: 8,522 shares; 2026Q1: 7,972 shares; 2026Q2: 7,972 shares 7,972 $602K 0.12% 0 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: 6,207 shares; 2024Q4: 6,298 shares; 2025Q1: 5,239 shares; 2025Q2: 5,230 shares; 2025Q3: 3,629 shares; 2025Q4: 3,925 shares; 2026Q1: 3,399 shares; 2026Q2: 4,071 shares 4,071 $597K 0.12% +672 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,248 shares; 2024Q4: 13,207 shares; 2025Q1: 13,160 shares; 2025Q2: 8,082 shares; 2025Q3: 8,082 shares; 2025Q4: 8,082 shares; 2026Q1: 7,954 shares; 2026Q2: 7,917 shares 7,917 $587K 0.12% -37 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,490 shares; 2024Q4: 4,595 shares; 2025Q1: 4,570 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,841 shares; 2026Q1: 2,724 shares; 2026Q2: 2,710 shares 2,710 $586K 0.12% -14 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: 11,643 shares; 2025Q2: 8,290 shares; 2025Q3: 8,290 shares; 2025Q4: not reported; 2026Q1: 10,056 shares; 2026Q2: 10,056 shares 10,056 $567K 0.11% 0 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: not reported; 2024Q4: 170,488 shares; 2025Q1: 171,067 shares; 2025Q2: 2,885 shares; 2025Q3: 2,851 shares; 2025Q4: 1,640 shares; 2026Q1: 1,648 shares; 2026Q2: 1,528 shares 1,528 $565K 0.11% -120 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,205 shares; 2024Q4: 11,205 shares; 2025Q1: 11,205 shares; 2025Q2: 11,040 shares; 2025Q3: 11,040 shares; 2025Q4: 11,040 shares; 2026Q1: 11,153 shares; 2026Q2: 11,153 shares 11,153 $562K 0.11% 0 Timeline ICSH 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: 4,884 shares; 2025Q4: 13,784 shares; 2026Q1: 13,470 shares; 2026Q2: 11,080 shares 11,080 $560K 0.11% -2,390 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,942 shares; 2024Q4: 2,031 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,031 shares; 2025Q4: 1,984 shares; 2026Q1: 1,559 shares; 2026Q2: 1,560 shares 1,560 $556K 0.11% +1 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,977 shares; 2024Q4: 9,793 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 4,210 shares; 2025Q4: 3,514 shares; 2026Q1: 3,549 shares; 2026Q2: 3,549 shares 3,549 $548K 0.11% 0 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: 1,922 shares; 2024Q4: 1,743 shares; 2025Q1: 1,855 shares; 2025Q2: 1,860 shares; 2025Q3: 1,737 shares; 2025Q4: 1,688 shares; 2026Q1: 1,601 shares; 2026Q2: 1,601 shares 1,601 $542K 0.11% 0 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS 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: 5,567 shares; 2026Q1: 5,473 shares; 2026Q2: 5,446 shares 5,446 $537K 0.11% -27 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,589 shares; 2025Q2: 1,737 shares; 2025Q3: 1,594 shares; 2025Q4: 3,178 shares; 2026Q1: 3,078 shares; 2026Q2: 2,819 shares 2,819 $537K 0.11% -259 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: 17,221 shares; 2024Q4: 1,865 shares; 2025Q1: 1,897 shares; 2025Q2: 4,631 shares; 2025Q3: 3,998 shares; 2025Q4: 2,558 shares; 2026Q1: 2,548 shares; 2026Q2: 2,563 shares 2,563 $536K 0.11% +15 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,514 shares; 2024Q4: 2,595 shares; 2025Q1: 2,595 shares; 2025Q2: 2,574 shares; 2025Q3: 1,637 shares; 2025Q4: 1,560 shares; 2026Q1: 1,375 shares; 2026Q2: 1,165 shares 1,165 $525K 0.1% -210 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,263 shares; 2025Q3: 2,932 shares; 2025Q4: 1,543 shares; 2026Q1: 1,402 shares; 2026Q2: 1,210 shares 1,210 $524K 0.1% -192 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: 2,826 shares; 2024Q4: 2,739 shares; 2025Q1: 4,697 shares; 2025Q2: 3,442 shares; 2025Q3: 2,051 shares; 2025Q4: 1,499 shares; 2026Q1: 1,442 shares; 2026Q2: 1,441 shares 1,441 $522K 0.1% -1 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,451 shares; 2024Q4: 12,448 shares; 2025Q1: 12,280 shares; 2025Q2: 6,679 shares; 2025Q3: 6,679 shares; 2025Q4: 6,682 shares; 2026Q1: 6,595 shares; 2026Q2: 6,559 shares 6,559 $522K 0.1% -36 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,476 shares; 2024Q4: 5,476 shares; 2025Q1: 5,666 shares; 2025Q2: 11,322 shares; 2025Q3: 11,322 shares; 2025Q4: 10,609 shares; 2026Q1: 10,609 shares; 2026Q2: 10,609 shares 10,609 $510K 0.1% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,160 shares; 2024Q4: 4,160 shares; 2025Q1: 4,160 shares; 2025Q2: 4,380 shares; 2025Q3: 4,473 shares; 2025Q4: 4,567 shares; 2026Q1: 4,618 shares; 2026Q2: 4,713 shares 4,713 $507K 0.1% +95 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 361 shares; 2024Q4: 334 shares; 2025Q1: 554 shares; 2025Q2: 552 shares; 2025Q3: 536 shares; 2025Q4: 5,425 shares; 2026Q1: 6,482 shares; 2026Q2: 7,098 shares 7,098 $507K 0.1% +616 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,345 shares; 2024Q4: 8,442 shares; 2025Q1: 8,369 shares; 2025Q2: 5,138 shares; 2025Q3: 5,138 shares; 2025Q4: 5,136 shares; 2026Q1: 5,057 shares; 2026Q2: 5,038 shares 5,038 $504K 0.1% -19 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,190 shares; 2026Q1: 1,191 shares; 2026Q2: 1,191 shares 1,191 $496K 0.1% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,659 shares 1,659 $494K 0.1% new Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,090 shares; 2024Q4: 3,057 shares; 2025Q1: 3,068 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,899 shares; 2026Q1: 1,866 shares; 2026Q2: 1,856 shares 1,856 $490K 0.1% -10 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,100 shares; 2024Q4: 12,100 shares; 2025Q1: 12,100 shares; 2025Q2: 12,100 shares; 2025Q3: 12,100 shares; 2025Q4: 12,100 shares; 2026Q1: 12,100 shares; 2026Q2: 12,100 shares 12,100 $488K 0.1% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,697 shares; 2025Q4: 15,697 shares; 2026Q1: 15,697 shares; 2026Q2: 15,697 shares 15,697 $484K 0.1% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 741 shares; 2025Q1: 762 shares; 2025Q2: 759 shares; 2025Q3: 754 shares; 2025Q4: 765 shares; 2026Q1: 826 shares; 2026Q2: 1,180 shares 1,180 $481K 0.09% +354 Timeline OII OCEANEERING INTL INC More: the full row for OCEANEERING INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,847 shares; 2024Q4: 20,023 shares; 2025Q1: 19,665 shares; 2025Q2: 12,093 shares; 2025Q3: 12,093 shares; 2025Q4: 12,088 shares; 2026Q1: 11,890 shares; 2026Q2: 11,844 shares 11,844 $480K 0.09% -46 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: 8,581 shares; 2024Q4: 17,262 shares; 2025Q1: 17,262 shares; 2025Q2: 17,262 shares; 2025Q3: 17,263 shares; 2025Q4: 17,263 shares; 2026Q1: 17,263 shares; 2026Q2: 17,263 shares 17,263 $478K 0.09% 0 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,751 shares; 2024Q4: 1,729 shares; 2025Q1: 1,730 shares; 2025Q2: 1,065 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,049 shares; 2026Q2: 1,044 shares 1,044 $475K 0.09% -5 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,008 shares; 2024Q4: 10,871 shares; 2025Q1: 12,269 shares; 2025Q2: 8,965 shares; 2025Q3: 8,965 shares; 2025Q4: 8,971 shares; 2026Q1: 8,658 shares; 2026Q2: 8,601 shares 8,601 $470K 0.09% -57 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: 8,862 shares; 2024Q4: 8,862 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,862 shares; 2025Q4: 8,862 shares; 2026Q1: 8,862 shares; 2026Q2: 8,863 shares 8,863 $464K 0.09% +1 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: 1,778 shares; 2025Q3: 1,328 shares; 2025Q4: not reported; 2026Q1: 703 shares; 2026Q2: 390 shares 390 $450K 0.09% -313 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,074 shares; 2024Q4: 6,069 shares; 2025Q1: 6,026 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,294 shares; 2026Q1: 3,246 shares; 2026Q2: 4,160 shares 4,160 $446K 0.09% +914 Timeline CWST CASELLA WASTE SYS INC More: the full row for CASELLA WASTE SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,442 shares; 2024Q4: 7,607 shares; 2025Q1: 7,622 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares; 2025Q4: 3,668 shares; 2026Q1: 3,618 shares; 2026Q2: 4,518 shares 4,518 $438K 0.09% +900 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 423 shares; 2024Q4: 439 shares; 2025Q1: 450 shares; 2025Q2: 449 shares; 2025Q3: 449 shares; 2025Q4: 2,680 shares; 2026Q1: 3,011 shares; 2026Q2: 4,309 shares 4,309 $428K 0.08% +1,298 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,168 shares; 2024Q4: 4,172 shares; 2025Q1: 4,176 shares; 2025Q2: 4,092 shares; 2025Q3: 3,942 shares; 2025Q4: 3,812 shares; 2026Q1: 3,961 shares; 2026Q2: 3,633 shares 3,633 $427K 0.08% -328 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: 1,071 shares; 2024Q4: 1,181 shares; 2025Q1: 1,295 shares; 2025Q2: 1,434 shares; 2025Q3: 1,428 shares; 2025Q4: 1,031 shares; 2026Q1: 1,007 shares; 2026Q2: 1,009 shares 1,009 $424K 0.08% +2 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: 5,476 shares; 2024Q4: 5,301 shares; 2025Q1: 5,301 shares; 2025Q2: 5,167 shares; 2025Q3: 5,715 shares; 2025Q4: 5,579 shares; 2026Q1: 5,771 shares; 2026Q2: 5,579 shares 5,579 $423K 0.08% -192 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,121 shares; 2025Q4: 3,120 shares; 2026Q1: 3,069 shares; 2026Q2: 2,513 shares 2,513 $417K 0.08% -556 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: 1,597 shares; 2024Q4: 1,605 shares; 2025Q1: 2,644 shares; 2025Q2: 2,279 shares; 2025Q3: 2,392 shares; 2025Q4: 1,067 shares; 2026Q1: 976 shares; 2026Q2: 999 shares 999 $415K 0.08% +23 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,174 shares; 2024Q4: 6,212 shares; 2025Q1: 9,048 shares; 2025Q2: 4,314 shares; 2025Q3: 4,314 shares; 2025Q4: 3,295 shares; 2026Q1: 3,101 shares; 2026Q2: 3,088 shares 3,088 $414K 0.08% -13 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,825 shares; 2024Q4: 3,907 shares; 2025Q1: 3,883 shares; 2025Q2: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,414 shares; 2026Q1: 2,295 shares; 2026Q2: 2,284 shares 2,284 $405K 0.08% -11 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,753 shares; 2025Q2: 2,960 shares; 2025Q3: 2,960 shares; 2025Q4: 2,959 shares; 2026Q1: 2,835 shares; 2026Q2: 2,824 shares 2,824 $403K 0.08% -11 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 283 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 283 shares; 2025Q3: 283 shares; 2025Q4: 283 shares; 2026Q1: 283 shares; 2026Q2: 283 shares 283 $391K 0.08% 0 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,124 shares; 2024Q4: 9,086 shares; 2025Q1: 9,060 shares; 2025Q2: 5,587 shares; 2025Q3: 5,587 shares; 2025Q4: 5,586 shares; 2026Q1: 5,499 shares; 2026Q2: 7,374 shares 7,374 $386K 0.08% +1,875 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 653 shares; 2024Q4: 692 shares; 2025Q1: 2,185 shares; 2025Q2: 2,172 shares; 2025Q3: 1,749 shares; 2025Q4: 1,591 shares; 2026Q1: 914 shares; 2026Q2: 727 shares 727 $385K 0.08% -187 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,267 shares; 2024Q4: 12,537 shares; 2025Q1: 12,560 shares; 2025Q2: 8,762 shares; 2025Q3: 8,762 shares; 2025Q4: 8,765 shares; 2026Q1: 8,362 shares; 2026Q2: 8,325 shares 8,325 $382K 0.08% -37 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,911 shares; 2024Q4: 7,257 shares; 2025Q1: 7,257 shares; 2025Q2: 4,800 shares; 2025Q3: 4,844 shares; 2025Q4: 4,843 shares; 2026Q1: 4,506 shares; 2026Q2: 4,497 shares 4,497 $381K 0.08% -9 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 3,870 shares; 2025Q4: 3,869 shares; 2026Q1: 3,819 shares; 2026Q2: 3,806 shares 3,806 $380K 0.07% -13 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,766 shares; 2024Q4: 7,895 shares; 2025Q1: 7,857 shares; 2025Q2: 5,771 shares; 2025Q3: 5,771 shares; 2025Q4: 5,689 shares; 2026Q1: 5,609 shares; 2026Q2: 5,577 shares 5,577 $380K 0.07% -32 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: 27,305 shares; 2024Q4: 10,357 shares; 2025Q1: 10,357 shares; 2025Q2: 10,518 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,447 shares; 2026Q2: 10,257 shares 10,257 $379K 0.07% -190 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,201 shares; 2024Q4: 15,423 shares; 2025Q1: 16,122 shares; 2025Q2: 10,861 shares; 2025Q3: 10,861 shares; 2025Q4: 10,864 shares; 2026Q1: 10,716 shares; 2026Q2: 10,671 shares 10,671 $374K 0.07% -45 Timeline TRMK TRUSTMARK CORP More: the full row for TRUSTMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,134 shares; 2024Q4: 15,052 shares; 2025Q1: 15,046 shares; 2025Q2: 8,180 shares; 2025Q3: 8,180 shares; 2025Q4: 8,183 shares; 2026Q1: 8,064 shares; 2026Q2: 8,030 shares 8,030 $369K 0.07% -34 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,716 shares; 2025Q2: 1,589 shares; 2025Q3: 1,482 shares; 2025Q4: 1,328 shares; 2026Q1: 1,272 shares; 2026Q2: 1,227 shares 1,227 $366K 0.07% -45 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,870 shares; 2024Q4: 3,007 shares; 2025Q1: 3,007 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,663 shares; 2026Q2: 2,676 shares 2,676 $360K 0.07% +13 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,090 shares; 2024Q4: 4,160 shares; 2025Q1: 4,165 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,593 shares; 2026Q1: 2,472 shares; 2026Q2: 2,461 shares 2,461 $358K 0.07% -11 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,203 shares; 2024Q4: 7,465 shares; 2025Q1: 7,176 shares; 2025Q2: 6,643 shares; 2025Q3: 4,658 shares; 2025Q4: 4,608 shares; 2026Q1: 1,884 shares; 2026Q2: 1,265 shares 1,265 $356K 0.07% -619 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: 7,665 shares; 2024Q4: 7,652 shares; 2025Q1: 7,656 shares; 2025Q2: 5,544 shares; 2025Q3: 5,544 shares; 2025Q4: 5,545 shares; 2026Q1: 5,463 shares; 2026Q2: 5,437 shares 5,437 $354K 0.07% -26 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 6,990 shares; 2025Q4: 8,490 shares; 2026Q1: 8,490 shares; 2026Q2: 6,990 shares 6,990 $346K 0.07% -1,500 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,877 shares; 2024Q4: 3,134 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,067 shares; 2026Q1: 2,966 shares; 2026Q2: 2,967 shares 2,967 $346K 0.07% +1 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 260 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,750 shares; 2026Q1: 3,755 shares; 2026Q2: 3,750 shares 3,750 $345K 0.07% -5 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,349 shares; 2025Q1: 3,337 shares; 2025Q2: 1,720 shares; 2025Q3: 1,720 shares; 2025Q4: 1,720 shares; 2026Q1: 1,628 shares; 2026Q2: 1,621 shares 1,621 $345K 0.07% -7 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,374 shares; 2024Q4: not reported; 2025Q1: 5,258 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,164 shares; 2026Q2: 3,146 shares 3,146 $344K 0.07% -18 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,300 shares; 2025Q3: 1,879 shares; 2025Q4: 1,268 shares; 2026Q1: 1,272 shares; 2026Q2: 1,268 shares 1,268 $341K 0.07% -4 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: 3,267 shares; 2024Q4: 3,251 shares; 2025Q1: 3,301 shares; 2025Q2: 2,997 shares; 2025Q3: 2,983 shares; 2025Q4: 2,910 shares; 2026Q1: 2,851 shares; 2026Q2: 2,709 shares 2,709 $334K 0.07% -142 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947 shares; 2024Q4: 947 shares; 2025Q1: 945 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 923 shares; 2026Q1: 924 shares; 2026Q2: 924 shares 924 $332K 0.07% 0 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,033 shares; 2024Q4: 6,144 shares; 2025Q1: 6,114 shares; 2025Q2: 3,805 shares; 2025Q3: 3,805 shares; 2025Q4: 3,804 shares; 2026Q1: 3,653 shares; 2026Q2: 3,637 shares 3,637 $330K 0.07% -16 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,810 shares; 2024Q4: 2,824 shares; 2025Q1: 5,633 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,961 shares; 2026Q1: 3,915 shares; 2026Q2: 3,905 shares 3,905 $327K 0.06% -10 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: 6,519 shares; 2025Q2: 6,266 shares; 2025Q3: 5,438 shares; 2025Q4: 5,399 shares; 2026Q1: 5,433 shares; 2026Q2: 5,237 shares 5,237 $324K 0.06% -196 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,706 shares; 2026Q2: 6,569 shares 6,569 $324K 0.06% -137 Timeline WDAY WORKDAY INC More: the full row for WORKDAY 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: 2,609 shares 2,609 $319K 0.06% new 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: 1,490 shares; 2024Q4: 1,483 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,488 shares; 2025Q4: 1,488 shares; 2026Q1: 1,489 shares; 2026Q2: 1,489 shares 1,489 $317K 0.06% 0 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,595 shares; 2025Q3: 7,595 shares; 2025Q4: 7,597 shares; 2026Q1: 7,505 shares; 2026Q2: 7,474 shares 7,474 $316K 0.06% -31 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,710 shares; 2024Q4: 11,772 shares; 2025Q1: 11,701 shares; 2025Q2: 7,268 shares; 2025Q3: 7,268 shares; 2025Q4: 7,267 shares; 2026Q1: 7,146 shares; 2026Q2: 7,114 shares 7,114 $311K 0.06% -32 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,823 shares; 2024Q4: 67,480 shares; 2025Q1: 67,312 shares; 2025Q2: 70,743 shares; 2025Q3: 43,520 shares; 2025Q4: 43,099 shares; 2026Q1: 17,231 shares; 2026Q2: 10,550 shares 10,550 $306K 0.06% -6,681 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: 2,001 shares; 2024Q4: 2,038 shares; 2025Q1: 2,206 shares; 2025Q2: 2,176 shares; 2025Q3: 2,289 shares; 2025Q4: 2,371 shares; 2026Q1: 2,118 shares; 2026Q2: 2,234 shares 2,234 $305K 0.06% +116 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS 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: 567 shares; 2025Q4: 567 shares; 2026Q1: 568 shares; 2026Q2: 568 shares 568 $305K 0.06% 0 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,186 shares; 2024Q4: 5,635 shares; 2025Q1: 5,309 shares; 2025Q2: 3,314 shares; 2025Q3: 3,188 shares; 2025Q4: 3,187 shares; 2026Q1: 4,365 shares; 2026Q2: 4,345 shares 4,345 $303K 0.06% -20 Timeline EFSC ENTERPRISE FINL SVCS CORP More: the full row for ENTERPRISE FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,597 shares; 2024Q4: 8,612 shares; 2025Q1: 8,581 shares; 2025Q2: 4,679 shares; 2025Q3: 4,679 shares; 2025Q4: 4,678 shares; 2026Q1: 4,615 shares; 2026Q2: 4,592 shares 4,592 $303K 0.06% -23 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: 3,691 shares; 2024Q4: 3,691 shares; 2025Q1: 3,735 shares; 2025Q2: 3,691 shares; 2025Q3: 3,981 shares; 2025Q4: 3,039 shares; 2026Q1: 3,039 shares; 2026Q2: 2,939 shares 2,939 $300K 0.06% -100 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,383 shares; 2024Q4: 5,382 shares; 2025Q1: 5,345 shares; 2025Q2: 3,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,323 shares; 2026Q1: 3,224 shares; 2026Q2: 3,209 shares 3,209 $300K 0.06% -15 Timeline XPRO EXPRO LTD More: the full row for EXPRO 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: 20,139 shares 20,139 $297K 0.06% new Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,226 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,360 shares; 2026Q1: 2,248 shares; 2026Q2: 2,176 shares 2,176 $297K 0.06% -72 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,981 shares; 2025Q3: 5,981 shares; 2025Q4: 5,981 shares; 2026Q1: 5,981 shares; 2026Q2: 5,981 shares 5,981 $296K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,116 shares; 2024Q4: 1,856 shares; 2025Q1: 1,840 shares; 2025Q2: 945 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 943 shares; 2026Q2: 943 shares 943 $295K 0.06% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,738 shares 1,738 $295K 0.06% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,997 shares; 2025Q3: 2,217 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 680 shares 680 $293K 0.06% new 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: 15,992 shares; 2024Q4: 16,033 shares; 2025Q1: 11,809 shares; 2025Q2: not reported; 2025Q3: 427,281 shares; 2025Q4: not reported; 2026Q1: 7,181 shares; 2026Q2: 7,155 shares 7,155 $291K 0.06% -26 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,934 shares; 2024Q4: 11,472 shares; 2025Q1: 15,137 shares; 2025Q2: not reported; 2025Q3: 9,525 shares; 2025Q4: not reported; 2026Q1: 11,139 shares; 2026Q2: 17,583 shares 17,583 $291K 0.06% +6,444 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: 6,193 shares; 2024Q4: 6,182 shares; 2025Q1: 6,172 shares; 2025Q2: 3,799 shares; 2025Q3: 3,799 shares; 2025Q4: 3,797 shares; 2026Q1: 3,750 shares; 2026Q2: 3,755 shares 3,755 $289K 0.06% +5 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: 6,033 shares; 2025Q3: 6,033 shares; 2025Q4: 6,505 shares; 2026Q1: 6,905 shares; 2026Q2: 6,555 shares 6,555 $283K 0.06% -350 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 714 shares; 2024Q4: 762 shares; 2025Q1: 845 shares; 2025Q2: 842 shares; 2025Q3: 918 shares; 2025Q4: 820 shares; 2026Q1: 781 shares; 2026Q2: 790 shares 790 $280K 0.06% +9 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,084 shares; 2024Q4: 12,341 shares; 2025Q1: 12,238 shares; 2025Q2: 7,685 shares; 2025Q3: 7,685 shares; 2025Q4: 7,684 shares; 2026Q1: 7,331 shares; 2026Q2: 7,300 shares 7,300 $278K 0.05% -31 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: 8,121 shares; 2024Q4: 7,785 shares; 2025Q1: 7,865 shares; 2025Q2: 10,781 shares; 2025Q3: 10,144 shares; 2025Q4: 3,233 shares; 2026Q1: not reported; 2026Q2: 3,358 shares 3,358 $273K 0.05% new Timeline NBN NORTHEAST BK PORTLAND ME More: the full row for NORTHEAST BK PORTLAND ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,102 shares; 2025Q4: 2,100 shares; 2026Q1: 2,064 shares; 2026Q2: 2,056 shares 2,056 $272K 0.05% -8 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,176 shares; 2024Q4: 3,398 shares; 2025Q1: 3,396 shares; 2025Q2: 3,327 shares; 2025Q3: 2,066 shares; 2025Q4: 2,060 shares; 2026Q1: 878 shares; 2026Q2: 548 shares 548 $271K 0.05% -330 Timeline TNET TRINET GROUP INC More: the full row for TRINET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,981 shares; 2024Q4: 7,237 shares; 2025Q1: 7,769 shares; 2025Q2: 9,070 shares; 2025Q3: 11,198 shares; 2025Q4: 11,062 shares; 2026Q1: 6,767 shares; 2026Q2: 5,478 shares 5,478 $271K 0.05% -1,289 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,529 shares 4,529 $270K 0.05% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 754 shares 754 $270K 0.05% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,084 shares 1,084 $269K 0.05% new Timeline AAON AAON INC More: the full row for AAON 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: 2,075 shares 2,075 $263K 0.05% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,874 shares; 2024Q4: 27,874 shares; 2025Q1: 27,874 shares; 2025Q2: 27,874 shares; 2025Q3: 27,874 shares; 2025Q4: 27,874 shares; 2026Q1: 27,878 shares; 2026Q2: 27,888 shares 27,888 $262K 0.05% +10 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,719 shares; 2024Q4: 5,719 shares; 2025Q1: 5,747 shares; 2025Q2: 5,554 shares; 2025Q3: 5,554 shares; 2025Q4: 5,464 shares; 2026Q1: 5,294 shares; 2026Q2: 4,988 shares 4,988 $261K 0.05% -306 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: 1,460 shares 1,460 $257K 0.05% new 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: 256 shares; 2025Q3: 263 shares; 2025Q4: 188 shares; 2026Q1: not reported; 2026Q2: 128 shares 128 $255K 0.05% new Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,320 shares; 2024Q4: 23,326 shares; 2025Q1: 23,224 shares; 2025Q2: 26,311 shares; 2025Q3: 19,496 shares; 2025Q4: 15,454 shares; 2026Q1: 6,194 shares; 2026Q2: 4,085 shares 4,085 $253K 0.05% -2,109 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY 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: not reported; 2025Q4: 4,710 shares; 2026Q1: 4,710 shares; 2026Q2: 4,710 shares 4,710 $253K 0.05% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 674 shares; 2025Q2: 659 shares; 2025Q3: 659 shares; 2025Q4: 597 shares; 2026Q1: 667 shares; 2026Q2: 963 shares 963 $251K 0.05% +296 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: 2,395 shares; 2024Q4: 2,395 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,361 shares; 2026Q1: 2,364 shares; 2026Q2: 1,413 shares 1,413 $251K 0.05% -951 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,171 shares 9,171 $249K 0.05% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares; 2026Q2: 708 shares 708 $248K 0.05% -8 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,543 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,157 shares 4,157 $248K 0.05% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 927 shares; 2026Q2: 927 shares 927 $248K 0.05% 0 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,582 shares; 2025Q3: 2,593 shares; 2025Q4: 2,511 shares; 2026Q1: 2,511 shares; 2026Q2: 2,508 shares 2,508 $247K 0.05% -3 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,066 shares 2,066 $247K 0.05% new Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,542 shares; 2024Q4: 15,421 shares; 2025Q1: 15,457 shares; 2025Q2: 9,512 shares; 2025Q3: 9,512 shares; 2025Q4: 9,512 shares; 2026Q1: 9,304 shares; 2026Q2: 9,277 shares 9,277 $246K 0.05% -27 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 6,334 shares 6,334 $241K 0.05% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 332 shares; 2024Q4: 369 shares; 2025Q1: 479 shares; 2025Q2: not reported; 2025Q3: 258 shares; 2025Q4: 255 shares; 2026Q1: not reported; 2026Q2: 213 shares 213 $241K 0.05% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,088 shares 1,088 $241K 0.05% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,065 shares 1,065 $238K 0.05% new 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: 650 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 438 shares; 2025Q3: 438 shares; 2025Q4: 429 shares; 2026Q1: 435 shares; 2026Q2: 443 shares 443 $233K 0.05% +8 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: 1,458 shares; 2024Q4: 1,510 shares; 2025Q1: 3,546 shares; 2025Q2: 3,054 shares; 2025Q3: 3,612 shares; 2025Q4: 3,560 shares; 2026Q1: 1,889 shares; 2026Q2: 1,451 shares 1,451 $227K 0.04% -438 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,409 shares; 2024Q4: 5,736 shares; 2025Q1: 5,779 shares; 2025Q2: 10,410 shares; 2025Q3: 7,748 shares; 2025Q4: 7,632 shares; 2026Q1: 3,750 shares; 2026Q2: 2,432 shares 2,432 $223K 0.04% -1,318 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,680 shares 1,680 $222K 0.04% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,611 shares; 2024Q4: 2,581 shares; 2025Q1: 2,587 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,233 shares 1,233 $222K 0.04% new Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW 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: 1,232 shares; 2026Q1: 1,240 shares; 2026Q2: 1,232 shares 1,232 $222K 0.04% -8 Timeline DFEB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,319 shares; 2025Q4: 4,319 shares; 2026Q1: 4,319 shares; 2026Q2: 4,319 shares 4,319 $218K 0.04% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; 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: 4,825 shares 4,825 $218K 0.04% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,192 shares; 2024Q4: 10,262 shares; 2025Q1: 10,262 shares; 2025Q2: 10,262 shares; 2025Q3: 10,339 shares; 2025Q4: 10,262 shares; 2026Q1: 10,318 shares; 2026Q2: 10,270 shares 10,270 $218K 0.04% -48 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: 802 shares; 2026Q2: 801 shares 801 $216K 0.04% -1 Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,670 shares; 2024Q4: 4,825 shares; 2025Q1: 4,795 shares; 2025Q2: 2,986 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,818 shares 2,818 $210K 0.04% new Timeline DAKT DAKTRONICS INC More: the full row for DAKTRONICS 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: 10,737 shares; 2026Q2: 10,674 shares 10,674 $209K 0.04% -63 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,500 shares; 2024Q4: 4,500 shares; 2025Q1: 4,534 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,500 shares 4,500 $208K 0.04% new 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: not reported; 2024Q4: 9,691 shares; 2025Q1: 9,821 shares; 2025Q2: 11,145 shares; 2025Q3: 10,041 shares; 2025Q4: 10,061 shares; 2026Q1: not reported; 2026Q2: 2,411 shares 2,411 $208K 0.04% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 733 shares 733 $204K 0.04% new Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,374 shares; 2024Q4: 9,186 shares; 2025Q1: 10,387 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,257 shares; 2026Q2: 6,224 shares 6,224 $204K 0.04% -33 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,074 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,157 shares; 2025Q3: 2,157 shares; 2025Q4: 2,157 shares; 2026Q1: 2,157 shares; 2026Q2: 2,134 shares 2,134 $202K 0.04% -23 Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 838 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 846 shares 846 $201K 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,009 shares; 2025Q1: 1,001 shares; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 480 shares; 2026Q1: 478 shares; 2026Q2: 400 shares 400 $201K 0.04% -78 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,006 shares; 2024Q4: 110,240 shares; 2025Q1: 129,194 shares; 2025Q2: 79,231 shares; 2025Q3: 79,231 shares; 2025Q4: 79,191 shares; 2026Q1: 77,871 shares; 2026Q2: 77,429 shares 77,429 $162K 0.03% -442 Timeline HE HAWAIIAN ELEC INDS INC MTN B More: the full row for HAWAIIAN ELEC INDS INC MTN B Quarterly shares; 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: 10,016 shares 10,016 $136K 0.03% new Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES 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: 11,065 shares; 2026Q2: 11,065 shares 11,065 $132K 0.03% 0 Timeline KLC KINDERCARE LEARNING COMPANIE More: the full row for KINDERCARE LEARNING COMPANIE Quarterly shares; 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: 21,300 shares; 2026Q1: 21,323 shares; 2026Q2: 21,327 shares 21,327 $90.6K 0.02% +4 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $45.9K 0.01% 0 Timeline NXL NEXALIN TECHNOLOGY INC More: the full row for NEXALIN 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: 10,000 shares; 2026Q2: 10,000 shares 10,000 $3.3K <0.01% 0 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $1.82K <0.01% 0 Timeline