IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,003,529 shares; 2024Q2: 969,394 shares; 2024Q3: not reported; 2024Q4: 907,672 shares; 2025Q1: 890,670 shares; 2025Q2: 870,937 shares; 2025Q3: 856,552 shares; 2025Q4: 838,033 shares 838,033 $75M 4.71% -18,519 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; 2024Q1: 167,358 shares; 2024Q2: 152,297 shares; 2024Q3: 154,772 shares; 2024Q4: 151,719 shares; 2025Q1: 148,284 shares; 2025Q2: 143,864 shares; 2025Q3: 139,574 shares; 2025Q4: 273,794 shares 273,794 $39.4M 2.48% +134,220 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 399,162 shares; 2024Q2: 363,805 shares; 2024Q3: 352,450 shares; 2024Q4: 341,959 shares; 2025Q1: 333,688 shares; 2025Q2: 322,485 shares; 2025Q3: 312,323 shares; 2025Q4: 306,029 shares 306,029 $36M 2.26% -6,294 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 99,970 shares; 2024Q2: 88,863 shares; 2024Q3: 89,124 shares; 2024Q4: 86,698 shares; 2025Q1: 84,238 shares; 2025Q2: 82,816 shares; 2025Q3: 75,698 shares; 2025Q4: 70,559 shares 70,559 $34.1M 2.14% -5,139 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 122,775 shares; 2024Q2: 126,075 shares; 2024Q3: 124,051 shares; 2024Q4: 290,219 shares; 2025Q1: 357,795 shares; 2025Q2: 352,792 shares; 2025Q3: 302,697 shares; 2025Q4: 282,383 shares 282,383 $33M 2.07% -20,314 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; 2024Q1: 159,751 shares; 2024Q2: 153,282 shares; 2024Q3: 142,204 shares; 2024Q4: 117,740 shares; 2025Q1: 113,670 shares; 2025Q2: 112,017 shares; 2025Q3: 101,695 shares; 2025Q4: 100,097 shares 100,097 $32.3M 2.03% -1,598 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,907 shares; 2024Q2: 18,128 shares; 2024Q3: 180,222 shares; 2024Q4: 170,322 shares; 2025Q1: 147,622 shares; 2025Q2: 141,137 shares; 2025Q3: 108,571 shares; 2025Q4: 91,958 shares 91,958 $31.8M 2% -16,613 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; 2024Q1: 206,987 shares; 2024Q2: 198,989 shares; 2024Q3: 196,461 shares; 2024Q4: 163,902 shares; 2025Q1: 141,209 shares; 2025Q2: 138,522 shares; 2025Q3: 120,463 shares; 2025Q4: 101,011 shares 101,011 $30.7M 1.93% -19,452 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; 2024Q1: 95,748 shares; 2024Q2: 93,706 shares; 2024Q3: 89,158 shares; 2024Q4: 85,806 shares; 2025Q1: 83,584 shares; 2025Q2: 80,222 shares; 2025Q3: 77,255 shares; 2025Q4: 75,402 shares 75,402 $29.9M 1.88% -1,853 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 789,197 shares; 2024Q2: 782,249 shares; 2024Q3: 767,954 shares; 2024Q4: 717,924 shares; 2025Q1: 733,582 shares; 2025Q2: 721,102 shares; 2025Q3: 709,661 shares; 2025Q4: 674,136 shares 674,136 $27.1M 1.7% -35,525 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 119,211 shares; 2024Q2: 116,823 shares; 2024Q3: 110,562 shares; 2024Q4: 107,161 shares; 2025Q1: 105,122 shares; 2025Q2: 102,312 shares; 2025Q3: 99,912 shares; 2025Q4: 98,278 shares 98,278 $24.2M 1.52% -1,634 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 126,165 shares; 2024Q2: 123,696 shares; 2024Q3: 117,226 shares; 2024Q4: 113,784 shares; 2025Q1: 111,528 shares; 2025Q2: 108,569 shares; 2025Q3: 106,211 shares; 2025Q4: 104,562 shares 104,562 $22.4M 1.41% -1,649 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 102,102 shares; 2024Q2: 96,120 shares; 2024Q3: 95,710 shares; 2024Q4: 92,851 shares; 2025Q1: 89,408 shares; 2025Q2: 88,716 shares; 2025Q3: 108,580 shares; 2025Q4: 106,646 shares 106,646 $22.1M 1.39% -1,934 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 64,621 shares; 2024Q2: 62,142 shares; 2024Q3: 68,922 shares; 2024Q4: 67,279 shares; 2025Q1: 72,826 shares; 2025Q2: 71,840 shares; 2025Q3: 72,657 shares; 2025Q4: 71,205 shares 71,205 $21.8M 1.37% -1,452 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; 2024Q1: 327,369 shares; 2024Q2: 314,507 shares; 2024Q3: 311,478 shares; 2024Q4: 307,164 shares; 2025Q1: 292,627 shares; 2025Q2: 289,544 shares; 2025Q3: 287,246 shares; 2025Q4: 282,096 shares 282,096 $21.7M 1.37% -5,150 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 44,854 shares; 2024Q2: 41,777 shares; 2024Q3: 41,613 shares; 2024Q4: 40,953 shares; 2025Q1: 38,787 shares; 2025Q2: 38,299 shares; 2025Q3: 38,168 shares; 2025Q4: 37,449 shares 37,449 $21.5M 1.35% -719 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; 2024Q1: 106,720 shares; 2024Q2: 102,494 shares; 2024Q3: 101,394 shares; 2024Q4: 85,329 shares; 2025Q1: 61,206 shares; 2025Q2: 60,662 shares; 2025Q3: 69,499 shares; 2025Q4: 68,116 shares 68,116 $20.2M 1.27% -1,383 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 101,549 shares; 2024Q2: 81,272 shares; 2024Q3: 82,913 shares; 2024Q4: 81,203 shares; 2025Q1: 78,299 shares; 2025Q2: 77,234 shares; 2025Q3: 76,053 shares; 2025Q4: 74,213 shares 74,213 $20.2M 1.27% -1,840 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 374,452 shares; 2024Q4: 360,697 shares; 2025Q1: 351,444 shares; 2025Q2: 338,079 shares; 2025Q3: 327,117 shares; 2025Q4: 319,806 shares 319,806 $19.4M 1.22% -7,311 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 155,987 shares; 2024Q2: 149,374 shares; 2024Q3: 147,348 shares; 2024Q4: 121,007 shares; 2025Q1: 114,820 shares; 2025Q2: 113,400 shares; 2025Q3: 110,229 shares; 2025Q4: 108,204 shares 108,204 $19.2M 1.21% -2,025 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 92,073 shares; 2024Q2: 87,681 shares; 2024Q3: 87,764 shares; 2024Q4: 85,299 shares; 2025Q1: 83,013 shares; 2025Q2: 80,587 shares; 2025Q3: 78,090 shares; 2025Q4: 61,135 shares 61,135 $19.1M 1.2% -16,955 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 114,275 shares; 2024Q2: 109,079 shares; 2024Q3: 108,115 shares; 2024Q4: 106,752 shares; 2025Q1: 101,592 shares; 2025Q2: 100,597 shares; 2025Q3: 100,140 shares; 2025Q4: 81,596 shares 81,596 $18.6M 1.17% -18,544 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 263,185 shares; 2024Q3: 253,121 shares; 2024Q4: 244,349 shares; 2025Q1: 235,536 shares; 2025Q2: 226,276 shares; 2025Q3: 217,957 shares; 2025Q4: 426,002 shares 426,002 $18.2M 1.14% +208,045 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 188,151 shares; 2025Q1: 232,499 shares; 2025Q2: 228,266 shares; 2025Q3: 224,891 shares; 2025Q4: 219,596 shares 219,596 $17.3M 1.09% -5,295 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,612 shares; 2024Q2: 32,133 shares; 2024Q3: 28,275 shares; 2024Q4: 25,396 shares; 2025Q1: 24,844 shares; 2025Q2: 24,557 shares; 2025Q3: 19,476 shares; 2025Q4: 19,282 shares 19,282 $16.9M 1.06% -194 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 67,853 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 117,339 shares 117,339 $16.6M 1.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 206,876 shares; 2024Q2: 196,909 shares; 2024Q3: 194,742 shares; 2024Q4: 186,539 shares; 2025Q1: 181,093 shares; 2025Q2: 178,801 shares; 2025Q3: 176,897 shares; 2025Q4: 172,804 shares 172,804 $16.6M 1.04% -4,093 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 253,496 shares; 2024Q2: 245,834 shares; 2024Q3: 244,660 shares; 2024Q4: 190,754 shares; 2025Q1: 150,874 shares; 2025Q2: 149,360 shares; 2025Q3: 147,018 shares; 2025Q4: 145,468 shares 145,468 $16.2M 1.02% -1,550 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 97,076 shares; 2024Q2: 95,327 shares; 2024Q3: 9,064 shares; 2024Q4: 9,569 shares; 2025Q1: 72,909 shares; 2025Q2: 70,546 shares; 2025Q3: 68,144 shares; 2025Q4: 133,393 shares 133,393 $15.9M 1% +65,249 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,024,685 shares; 2024Q2: 4,841,939 shares; 2024Q3: 4,773,870 shares; 2024Q4: 4,685,732 shares; 2025Q1: 3,174,021 shares; 2025Q2: 3,115,690 shares; 2025Q3: 3,067,364 shares; 2025Q4: 3,001,295 shares 3,001,295 $15.9M 1% -66,069 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,081 shares; 2025Q2: 187,564 shares; 2025Q3: 236,669 shares; 2025Q4: 177,307 shares 177,307 $15.5M 0.98% -59,362 Timeline XLRE 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; 2024Q1: 431,080 shares; 2024Q2: 206,141 shares; 2024Q3: 449,826 shares; 2024Q4: 431,304 shares; 2025Q1: 420,123 shares; 2025Q2: 406,381 shares; 2025Q3: 394,114 shares; 2025Q4: 383,844 shares 383,844 $15.5M 0.97% -10,270 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 121,681 shares; 2024Q2: 119,982 shares; 2024Q3: 118,659 shares; 2024Q4: 116,222 shares; 2025Q1: 112,969 shares; 2025Q2: 111,620 shares; 2025Q3: 110,042 shares; 2025Q4: 99,113 shares 99,113 $15.1M 0.95% -10,929 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 138,152 shares; 2024Q2: 192,555 shares; 2024Q3: 185,997 shares; 2024Q4: 178,166 shares; 2025Q1: 174,743 shares; 2025Q2: 167,974 shares; 2025Q3: 161,559 shares; 2025Q4: 314,840 shares 314,840 $14.1M 0.88% +153,281 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 45,669 shares; 2024Q2: not reported; 2024Q3: 44,300 shares; 2024Q4: 42,667 shares; 2025Q1: 42,167 shares; 2025Q2: 41,450 shares; 2025Q3: 40,258 shares; 2025Q4: 40,041 shares 40,041 $14M 0.88% -217 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; 2024Q1: 10,258 shares; 2024Q2: 9,840 shares; 2024Q3: 9,749 shares; 2024Q4: 9,432 shares; 2025Q1: 13,673 shares; 2025Q2: 15,577 shares; 2025Q3: 15,096 shares; 2025Q4: 12,452 shares 12,452 $13.3M 0.84% -2,644 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,386 shares; 2025Q3: 165,461 shares; 2025Q4: 156,602 shares 156,602 $13.2M 0.83% -8,859 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,998 shares; 2024Q2: 107,584 shares; 2024Q3: 106,397 shares; 2024Q4: 102,900 shares; 2025Q1: 84,112 shares; 2025Q2: 82,593 shares; 2025Q3: 80,029 shares; 2025Q4: 70,670 shares 70,670 $13.2M 0.83% -9,359 Timeline JCPB 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; 2024Q1: 305,641 shares; 2024Q2: 304,805 shares; 2024Q3: 299,273 shares; 2024Q4: 290,543 shares; 2025Q1: 285,381 shares; 2025Q2: 280,032 shares; 2025Q3: 279,500 shares; 2025Q4: 278,201 shares 278,201 $13.2M 0.83% -1,299 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 103,595 shares; 2024Q2: 99,282 shares; 2024Q3: 98,343 shares; 2024Q4: 77,123 shares; 2025Q1: 73,138 shares; 2025Q2: 72,202 shares; 2025Q3: 71,740 shares; 2025Q4: 70,509 shares 70,509 $13.1M 0.82% -1,231 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; 2024Q1: 293,227 shares; 2024Q2: 279,546 shares; 2024Q3: 278,872 shares; 2024Q4: 252,063 shares; 2025Q1: 245,714 shares; 2025Q2: 243,042 shares; 2025Q3: 239,729 shares; 2025Q4: 237,215 shares 237,215 $13M 0.82% -2,514 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; 2024Q1: 80,302 shares; 2024Q2: 80,056 shares; 2024Q3: 79,240 shares; 2024Q4: 76,761 shares; 2025Q1: 54,350 shares; 2025Q2: 58,766 shares; 2025Q3: 57,003 shares; 2025Q4: 56,464 shares 56,464 $13M 0.82% -539 Timeline XLP 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; 2024Q1: 4,832 shares; 2024Q2: 4,848 shares; 2024Q3: 205,126 shares; 2024Q4: 197,161 shares; 2025Q1: 186,443 shares; 2025Q2: 179,367 shares; 2025Q3: 172,872 shares; 2025Q4: 167,352 shares 167,352 $13M 0.82% -5,520 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; 2024Q1: 31,340 shares; 2024Q2: 29,301 shares; 2024Q3: 29,271 shares; 2024Q4: 28,837 shares; 2025Q1: 36,508 shares; 2025Q2: 35,994 shares; 2025Q3: 37,885 shares; 2025Q4: 36,896 shares 36,896 $12.7M 0.8% -989 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 132,001 shares; 2024Q2: not reported; 2024Q3: 127,092 shares; 2024Q4: 125,150 shares; 2025Q1: 118,873 shares; 2025Q2: 117,337 shares; 2025Q3: 116,904 shares; 2025Q4: 114,939 shares 114,939 $12.7M 0.8% -1,965 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 28,364 shares; 2024Q2: 33,422 shares; 2024Q3: 33,103 shares; 2024Q4: 32,063 shares; 2025Q1: 31,733 shares; 2025Q2: 31,175 shares; 2025Q3: 37,823 shares; 2025Q4: 46,445 shares 46,445 $12.5M 0.78% +8,622 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,889 shares; 2025Q2: 79,282 shares; 2025Q3: 76,771 shares; 2025Q4: 76,007 shares 76,007 $12.2M 0.77% -764 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 87,042 shares; 2024Q2: 86,073 shares; 2024Q3: 84,857 shares; 2024Q4: 83,765 shares; 2025Q1: 79,724 shares; 2025Q2: 78,269 shares; 2025Q3: 77,492 shares; 2025Q4: 75,792 shares 75,792 $12.2M 0.76% -1,700 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 468,913 shares; 2024Q2: 467,320 shares; 2024Q3: 458,942 shares; 2024Q4: 432,848 shares; 2025Q1: 437,405 shares; 2025Q2: 429,100 shares; 2025Q3: 420,052 shares; 2025Q4: 408,708 shares 408,708 $12M 0.75% -11,344 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; 2024Q1: 16,150 shares; 2024Q2: 15,063 shares; 2024Q3: 14,869 shares; 2024Q4: 55,597 shares; 2025Q1: 71,715 shares; 2025Q2: 70,991 shares; 2025Q3: 80,538 shares; 2025Q4: 69,001 shares 69,001 $12M 0.75% -11,537 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; 2024Q1: 104,666 shares; 2024Q2: 99,453 shares; 2024Q3: 98,266 shares; 2024Q4: 96,539 shares; 2025Q1: 91,754 shares; 2025Q2: 91,083 shares; 2025Q3: 91,165 shares; 2025Q4: 89,330 shares 89,330 $11.9M 0.74% -1,835 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; 2024Q1: 1,002 shares; 2024Q2: 1,002 shares; 2024Q3: 8,218 shares; 2024Q4: 7,761 shares; 2025Q1: 11,686 shares; 2025Q2: 11,487 shares; 2025Q3: 11,028 shares; 2025Q4: 10,881 shares 10,881 $11.7M 0.73% -147 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; 2024Q1: 78,909 shares; 2024Q2: 74,891 shares; 2024Q3: 90,915 shares; 2024Q4: 89,577 shares; 2025Q1: 85,571 shares; 2025Q2: 85,031 shares; 2025Q3: 84,651 shares; 2025Q4: 81,123 shares 81,123 $11.6M 0.73% -3,528 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 108,511 shares; 2024Q3: 106,851 shares; 2024Q4: 175,841 shares; 2025Q1: 167,523 shares; 2025Q2: 193,182 shares; 2025Q3: 191,018 shares; 2025Q4: 172,285 shares 172,285 $11.5M 0.72% -18,733 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 44,755 shares; 2024Q2: 42,168 shares; 2024Q3: 41,801 shares; 2024Q4: 150,817 shares; 2025Q1: 145,664 shares; 2025Q2: 144,592 shares; 2025Q3: 144,492 shares; 2025Q4: 140,582 shares 140,582 $11.3M 0.71% -3,910 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; 2024Q1: 17,060 shares; 2024Q2: 16,616 shares; 2024Q3: 16,458 shares; 2024Q4: 16,253 shares; 2025Q1: 15,819 shares; 2025Q2: 15,520 shares; 2025Q3: 17,223 shares; 2025Q4: 21,378 shares 21,378 $11.2M 0.7% +4,155 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; 2024Q1: 325,773 shares; 2024Q2: 311,735 shares; 2024Q3: 309,317 shares; 2024Q4: 295,120 shares; 2025Q1: 289,607 shares; 2025Q2: 286,669 shares; 2025Q3: 285,266 shares; 2025Q4: 271,379 shares 271,379 $11.1M 0.69% -13,887 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; 2024Q1: 233,025 shares; 2024Q2: 228,859 shares; 2024Q3: 218,229 shares; 2024Q4: 211,618 shares; 2025Q1: 207,988 shares; 2025Q2: 204,689 shares; 2025Q3: 203,009 shares; 2025Q4: 202,972 shares 202,972 $10.9M 0.69% -37 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 57,676 shares; 2024Q2: 55,040 shares; 2024Q3: 54,558 shares; 2024Q4: 51,061 shares; 2025Q1: 48,323 shares; 2025Q2: 47,809 shares; 2025Q3: 47,648 shares; 2025Q4: 43,960 shares 43,960 $10.9M 0.68% -3,688 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; 2024Q1: 20,404 shares; 2024Q2: 19,751 shares; 2024Q3: 19,558 shares; 2024Q4: 18,911 shares; 2025Q1: 18,688 shares; 2025Q2: 18,329 shares; 2025Q3: 17,774 shares; 2025Q4: 17,587 shares 17,587 $10.6M 0.67% -187 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,022,661 shares; 2024Q2: 1,000,917 shares; 2024Q3: 952,205 shares; 2024Q4: 893,339 shares; 2025Q1: 893,068 shares; 2025Q2: 858,513 shares; 2025Q3: 826,795 shares; 2025Q4: 795,876 shares 795,876 $10.5M 0.66% -30,919 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 103,923 shares; 2024Q2: 101,105 shares; 2024Q3: 99,982 shares; 2024Q4: 98,257 shares; 2025Q1: 93,263 shares; 2025Q2: 92,809 shares; 2025Q3: 91,313 shares; 2025Q4: 89,746 shares 89,746 $10.5M 0.66% -1,567 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 84,458 shares; 2024Q4: 81,735 shares; 2025Q1: 115,608 shares; 2025Q2: 113,667 shares; 2025Q3: 86,816 shares; 2025Q4: 64,384 shares 64,384 $10.4M 0.66% -22,432 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 74,705 shares; 2024Q2: 82,298 shares; 2024Q3: 79,984 shares; 2024Q4: 79,084 shares; 2025Q1: 60,849 shares; 2025Q2: 48,845 shares; 2025Q3: 47,328 shares; 2025Q4: 46,865 shares 46,865 $10.3M 0.65% -463 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,530 shares; 2025Q1: 19,005 shares; 2025Q2: 18,662 shares; 2025Q3: 29,818 shares; 2025Q4: 21,789 shares 21,789 $10.2M 0.64% -8,029 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 40,830 shares; 2024Q2: 39,156 shares; 2024Q3: 38,955 shares; 2024Q4: 41,379 shares; 2025Q1: 49,279 shares; 2025Q2: 48,707 shares; 2025Q3: 66,105 shares; 2025Q4: 57,896 shares 57,896 $10.2M 0.64% -8,209 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; 2024Q1: 60,307 shares; 2024Q2: 58,211 shares; 2024Q3: 58,191 shares; 2024Q4: 55,348 shares; 2025Q1: 54,553 shares; 2025Q2: 53,993 shares; 2025Q3: 52,931 shares; 2025Q4: 51,672 shares 51,672 $10.1M 0.63% -1,259 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 153,930 shares; 2024Q2: 150,941 shares; 2024Q3: 150,555 shares; 2024Q4: 145,987 shares; 2025Q1: 143,791 shares; 2025Q2: 142,485 shares; 2025Q3: 139,904 shares; 2025Q4: 249,528 shares 249,528 $10M 0.63% +109,624 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; 2024Q1: 26,423 shares; 2024Q2: 26,215 shares; 2024Q3: 26,307 shares; 2024Q4: 20,677 shares; 2025Q1: 17,432 shares; 2025Q2: 23,350 shares; 2025Q3: 22,663 shares; 2025Q4: 19,733 shares 19,733 $9.92M 0.62% -2,930 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 36,666 shares; 2024Q2: 35,632 shares; 2024Q3: 35,306 shares; 2024Q4: 33,983 shares; 2025Q1: 33,593 shares; 2025Q2: 32,969 shares; 2025Q3: 31,970 shares; 2025Q4: 43,261 shares 43,261 $9.9M 0.62% +11,291 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; 2024Q1: 18,820 shares; 2024Q2: 18,297 shares; 2024Q3: 18,677 shares; 2024Q4: 18,154 shares; 2025Q1: 17,928 shares; 2025Q2: 17,351 shares; 2025Q3: 16,848 shares; 2025Q4: 16,683 shares 16,683 $9.67M 0.61% -165 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 107,210 shares; 2024Q2: 105,938 shares; 2024Q3: 103,813 shares; 2024Q4: 97,690 shares; 2025Q1: 98,940 shares; 2025Q2: 97,057 shares; 2025Q3: 95,006 shares; 2025Q4: 92,531 shares 92,531 $8.9M 0.56% -2,475 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,448 shares; 2024Q2: 6,426 shares; 2024Q3: 6,349 shares; 2024Q4: 4,669 shares; 2025Q1: 4,642 shares; 2025Q2: 4,566 shares; 2025Q3: 4,430 shares; 2025Q4: 4,390 shares 4,390 $8.84M 0.56% -40 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 14,284 shares; 2024Q3: 14,146 shares; 2024Q4: 13,664 shares; 2025Q1: 13,600 shares; 2025Q2: 13,368 shares; 2025Q3: 12,944 shares; 2025Q4: 10,061 shares 10,061 $8.84M 0.56% -2,883 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; 2024Q1: not reported; 2024Q2: 17,355 shares; 2024Q3: 17,138 shares; 2024Q4: 34,173 shares; 2025Q1: 42,288 shares; 2025Q2: 41,477 shares; 2025Q3: 48,089 shares; 2025Q4: 47,561 shares 47,561 $8.76M 0.55% -528 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,368 shares; 2024Q2: 22,481 shares; 2024Q3: 22,246 shares; 2024Q4: 21,420 shares; 2025Q1: 21,177 shares; 2025Q2: 20,784 shares; 2025Q3: 20,189 shares; 2025Q4: 19,939 shares 19,939 $8.5M 0.53% -250 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,040 shares 128,040 $8.37M 0.53% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 130,974 shares; 2024Q2: 129,620 shares; 2024Q3: 127,814 shares; 2024Q4: 125,794 shares; 2025Q1: 119,746 shares; 2025Q2: 117,622 shares; 2025Q3: 116,016 shares; 2025Q4: 113,557 shares 113,557 $8.34M 0.52% -2,459 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 28,828 shares; 2024Q2: 28,746 shares; 2024Q3: 28,420 shares; 2024Q4: 27,490 shares; 2025Q1: 27,330 shares; 2025Q2: 26,862 shares; 2025Q3: 19,559 shares; 2025Q4: 19,377 shares 19,377 $8.18M 0.51% -182 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,936 shares 107,936 $8.02M 0.5% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,951 shares; 2024Q2: not reported; 2024Q3: 16,709 shares; 2024Q4: 12,882 shares; 2025Q1: 10,929 shares; 2025Q2: 10,722 shares; 2025Q3: 10,448 shares; 2025Q4: 51,454 shares 51,454 $7.88M 0.5% +41,006 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 86,914 shares; 2024Q2: 86,631 shares; 2024Q3: 85,685 shares; 2024Q4: 82,785 shares; 2025Q1: 82,412 shares; 2025Q2: 80,981 shares; 2025Q3: 78,435 shares; 2025Q4: 77,656 shares 77,656 $7.85M 0.49% -779 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 77,902 shares; 2024Q2: 96,700 shares; 2024Q3: 3,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,929 shares; 2025Q4: 123,166 shares 123,166 $7.85M 0.49% +97,237 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 102,592 shares; 2024Q2: 101,718 shares; 2024Q3: 99,593 shares; 2024Q4: 92,037 shares; 2025Q1: 95,441 shares; 2025Q2: 93,255 shares; 2025Q3: 180,207 shares; 2025Q4: 209,953 shares 209,953 $7.67M 0.48% +29,746 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,491 shares 5,491 $7.3M 0.46% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,671 shares 86,671 $7.08M 0.44% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,407 shares; 2024Q2: 17,338 shares; 2024Q3: 17,155 shares; 2024Q4: 16,589 shares; 2025Q1: 16,507 shares; 2025Q2: 16,231 shares; 2025Q3: 15,707 shares; 2025Q4: 15,542 shares 15,542 $7.05M 0.44% -165 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 37,264 shares; 2024Q2: 59,643 shares; 2024Q3: 57,706 shares; 2024Q4: 36,084 shares; 2025Q1: 70,744 shares; 2025Q2: 69,561 shares; 2025Q3: 66,675 shares; 2025Q4: 62,035 shares 62,035 $7.03M 0.44% -4,640 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 269,236 shares; 2024Q4: 260,523 shares; 2025Q1: 259,381 shares; 2025Q2: 335,927 shares; 2025Q3: 325,438 shares; 2025Q4: 287,616 shares 287,616 $6.79M 0.43% -37,822 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 56,072 shares; 2024Q2: 77,633 shares; 2024Q3: 62,922 shares; 2024Q4: 60,839 shares; 2025Q1: 60,256 shares; 2025Q2: 59,176 shares; 2025Q3: 56,838 shares; 2025Q4: 52,621 shares 52,621 $6.62M 0.42% -4,217 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,461 shares 17,461 $6.16M 0.39% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,769 shares; 2024Q2: 1,843 shares; 2024Q3: 1,924 shares; 2024Q4: 1,360 shares; 2025Q1: 1,000 shares; 2025Q2: 908 shares; 2025Q3: 770 shares; 2025Q4: 22,828 shares 22,828 $5.54M 0.35% +22,058 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 49,110 shares; 2024Q2: 46,593 shares; 2024Q3: 46,481 shares; 2024Q4: 45,908 shares; 2025Q1: 44,928 shares; 2025Q2: 44,720 shares; 2025Q3: 44,788 shares; 2025Q4: 44,409 shares 44,409 $5.34M 0.34% -379 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47,694 shares; 2024Q2: 46,248 shares; 2024Q3: 45,329 shares; 2024Q4: 43,295 shares; 2025Q1: 43,657 shares; 2025Q2: 43,393 shares; 2025Q3: 43,593 shares; 2025Q4: 43,035 shares 43,035 $5.23M 0.33% -558 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,759 shares; 2025Q2: 69,284 shares; 2025Q3: 67,657 shares; 2025Q4: 66,218 shares 66,218 $5.17M 0.33% -1,439 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 59,320 shares; 2024Q2: 59,293 shares; 2024Q3: 58,649 shares; 2024Q4: 56,540 shares; 2025Q1: 56,005 shares; 2025Q2: 55,256 shares; 2025Q3: 53,358 shares; 2025Q4: 52,589 shares 52,589 $4.92M 0.31% -769 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,752 shares; 2024Q2: 23,564 shares; 2024Q3: 23,323 shares; 2024Q4: 22,596 shares; 2025Q1: 22,519 shares; 2025Q2: 22,147 shares; 2025Q3: 21,223 shares; 2025Q4: 14,054 shares 14,054 $4.92M 0.31% -7,169 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,602 shares; 2025Q2: 11,409 shares; 2025Q3: 15,368 shares; 2025Q4: 11,639 shares 11,639 $4.67M 0.29% -3,729 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,098 shares; 2025Q1: 3,832 shares; 2025Q2: 3,981 shares; 2025Q3: 4,089 shares; 2025Q4: 4,087 shares 4,087 $4.38M 0.27% -2 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 147,902 shares; 2025Q1: 286,518 shares; 2025Q2: 281,722 shares; 2025Q3: 272,842 shares; 2025Q4: 162,189 shares 162,189 $4.2M 0.26% -110,653 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 50,062 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 45,540 shares; 2025Q1: 45,909 shares; 2025Q2: 45,640 shares; 2025Q3: 45,645 shares; 2025Q4: 45,272 shares 45,272 $4.07M 0.26% -373 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,745 shares; 2024Q2: 14,674 shares; 2024Q3: 15,017 shares; 2024Q4: 11,622 shares; 2025Q1: 11,084 shares; 2025Q2: 11,358 shares; 2025Q3: 11,620 shares; 2025Q4: 11,555 shares 11,555 $3.68M 0.23% -65 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,320 shares; 2024Q2: 11,387 shares; 2024Q3: 13,456 shares; 2024Q4: 13,456 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,042 shares; 2025Q4: 10,891 shares 10,891 $3.42M 0.21% -151 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,850 shares; 2024Q2: 19,674 shares; 2024Q3: 20,160 shares; 2024Q4: 19,744 shares; 2025Q1: 18,983 shares; 2025Q2: 19,279 shares; 2025Q3: 16,056 shares; 2025Q4: 15,929 shares 15,929 $3.32M 0.21% -127 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,569 shares; 2024Q4: 32,257 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,883 shares 22,883 $3.18M 0.2% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,886 shares; 2024Q2: 4,886 shares; 2024Q3: 4,886 shares; 2024Q4: 4,886 shares; 2025Q1: 4,886 shares; 2025Q2: 4,886 shares; 2025Q3: 16,441 shares; 2025Q4: 15,217 shares 15,217 $3.18M 0.2% -1,224 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,425 shares; 2024Q2: 11,648 shares; 2024Q3: 12,017 shares; 2024Q4: 11,736 shares; 2025Q1: 10,922 shares; 2025Q2: 11,120 shares; 2025Q3: 11,409 shares; 2025Q4: 11,330 shares 11,330 $3.09M 0.19% -79 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 42,526 shares; 2024Q2: 39,650 shares; 2024Q3: 40,390 shares; 2024Q4: 40,090 shares; 2025Q1: 37,817 shares; 2025Q2: 38,569 shares; 2025Q3: 39,632 shares; 2025Q4: 39,133 shares 39,133 $3.09M 0.19% -499 Timeline FTHI 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; 2024Q1: 142,121 shares; 2024Q2: 137,785 shares; 2024Q3: 135,058 shares; 2024Q4: 129,004 shares; 2025Q1: 130,082 shares; 2025Q2: 129,298 shares; 2025Q3: 129,316 shares; 2025Q4: 128,233 shares 128,233 $3.03M 0.19% -1,083 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 121,981 shares; 2024Q2: 112,819 shares; 2024Q3: 112,274 shares; 2024Q4: 109,163 shares; 2025Q1: 104,057 shares; 2025Q2: 106,083 shares; 2025Q3: 109,629 shares; 2025Q4: 107,658 shares 107,658 $2.96M 0.19% -1,971 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,104 shares; 2024Q2: 63,111 shares; 2024Q3: 63,253 shares; 2024Q4: 59,627 shares; 2025Q1: 61,505 shares; 2025Q2: 60,881 shares; 2025Q3: 61,050 shares; 2025Q4: 61,169 shares 61,169 $2.94M 0.18% +119 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,435 shares; 2024Q2: 9,435 shares; 2024Q3: 9,435 shares; 2024Q4: 9,435 shares; 2025Q1: 9,435 shares; 2025Q2: 9,435 shares; 2025Q3: 9,435 shares; 2025Q4: 9,435 shares 9,435 $2.91M 0.18% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,469 shares; 2025Q1: 6,080 shares; 2025Q2: 5,300 shares; 2025Q3: 5,200 shares; 2025Q4: 13,609 shares 13,609 $2.86M 0.18% +8,409 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,941 shares; 2024Q2: 24,121 shares; 2024Q3: 39,139 shares; 2024Q4: 41,702 shares; 2025Q1: 53,013 shares; 2025Q2: 52,959 shares; 2025Q3: 51,971 shares; 2025Q4: 51,726 shares 51,726 $2.83M 0.18% -245 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; 2024Q1: 49,788 shares; 2024Q2: 47,570 shares; 2024Q3: 48,289 shares; 2024Q4: 47,378 shares; 2025Q1: 45,814 shares; 2025Q2: 46,353 shares; 2025Q3: 47,214 shares; 2025Q4: 40,477 shares 40,477 $2.83M 0.18% -6,737 Timeline HYLS 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; 2024Q1: 77,401 shares; 2024Q2: 75,510 shares; 2024Q3: 74,276 shares; 2024Q4: 67,373 shares; 2025Q1: 71,050 shares; 2025Q2: 70,836 shares; 2025Q3: 70,902 shares; 2025Q4: 66,237 shares 66,237 $2.77M 0.17% -4,665 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 53,802 shares; 2024Q2: 52,172 shares; 2024Q3: 51,150 shares; 2024Q4: 48,878 shares; 2025Q1: 49,675 shares; 2025Q2: 49,383 shares; 2025Q3: 53,716 shares; 2025Q4: 56,562 shares 56,562 $2.62M 0.16% +2,846 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; 2024Q1: 8,528 shares; 2024Q2: 7,959 shares; 2024Q3: 8,032 shares; 2024Q4: 7,834 shares; 2025Q1: 7,521 shares; 2025Q2: 7,647 shares; 2025Q3: 9,734 shares; 2025Q4: 9,607 shares 9,607 $2.61M 0.16% -127 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 74,491 shares; 2024Q2: not reported; 2024Q3: 70,573 shares; 2024Q4: 22,526 shares; 2025Q1: 20,717 shares; 2025Q2: 21,101 shares; 2025Q3: 18,624 shares; 2025Q4: 17,989 shares 17,989 $2.58M 0.16% -635 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,930 shares; 2025Q4: 13,258 shares 13,258 $2.58M 0.16% -7,672 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,124 shares; 2024Q2: 21,446 shares; 2024Q3: 21,722 shares; 2024Q4: 21,321 shares; 2025Q1: 20,189 shares; 2025Q2: 20,105 shares; 2025Q3: 20,650 shares; 2025Q4: 20,351 shares 20,351 $2.55M 0.16% -299 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,875 shares; 2024Q2: 21,309 shares; 2024Q3: 21,682 shares; 2024Q4: 18,638 shares; 2025Q1: 18,916 shares; 2025Q2: 19,300 shares; 2025Q3: 19,904 shares; 2025Q4: 19,693 shares 19,693 $2.51M 0.16% -211 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 148,777 shares; 2024Q2: 148,792 shares; 2024Q3: not reported; 2024Q4: 143,606 shares; 2025Q1: 144,874 shares; 2025Q2: 143,426 shares; 2025Q3: 143,892 shares; 2025Q4: 144,165 shares 144,165 $2.51M 0.16% +273 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 27,347 shares; 2024Q2: 27,344 shares; 2024Q3: 27,344 shares; 2024Q4: 27,344 shares; 2025Q1: 27,327 shares; 2025Q2: 27,327 shares; 2025Q3: 27,459 shares; 2025Q4: 23,645 shares 23,645 $2.42M 0.15% -3,814 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,223 shares; 2024Q2: 9,649 shares; 2024Q3: 9,574 shares; 2024Q4: 9,488 shares; 2025Q1: 9,150 shares; 2025Q2: 9,276 shares; 2025Q3: 9,543 shares; 2025Q4: 8,824 shares 8,824 $2.27M 0.14% -719 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 35,003 shares; 2024Q2: 34,080 shares; 2024Q3: 33,512 shares; 2024Q4: 30,467 shares; 2025Q1: 31,966 shares; 2025Q2: 31,888 shares; 2025Q3: 31,919 shares; 2025Q4: 29,776 shares 29,776 $2.21M 0.14% -2,143 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 59,227 shares; 2024Q2: 57,416 shares; 2024Q3: 56,284 shares; 2024Q4: 57,848 shares; 2025Q1: 54,211 shares; 2025Q2: 53,881 shares; 2025Q3: 55,187 shares; 2025Q4: 70,880 shares 70,880 $2.19M 0.14% +15,693 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,126 shares; 2024Q2: 65,850 shares; 2024Q3: 12,268 shares; 2024Q4: 13,054 shares; 2025Q1: 12,922 shares; 2025Q2: 12,913 shares; 2025Q3: 12,684 shares; 2025Q4: 12,481 shares 12,481 $1.94M 0.12% -203 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; 2024Q1: 26,489 shares; 2024Q2: 25,773 shares; 2024Q3: 25,987 shares; 2024Q4: 25,032 shares; 2025Q1: 20,037 shares; 2025Q2: 6,623 shares; 2025Q3: 6,501 shares; 2025Q4: 5,669 shares 5,669 $1.87M 0.12% -832 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; 2024Q1: 25,023 shares; 2024Q2: 24,247 shares; 2024Q3: 23,798 shares; 2024Q4: 68,194 shares; 2025Q1: 68,751 shares; 2025Q2: 67,892 shares; 2025Q3: 67,114 shares; 2025Q4: 66,551 shares 66,551 $1.82M 0.11% -563 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,750 shares; 2024Q2: 26,777 shares; 2024Q3: 27,211 shares; 2024Q4: 26,437 shares; 2025Q1: 25,273 shares; 2025Q2: 25,706 shares; 2025Q3: 26,597 shares; 2025Q4: 24,537 shares 24,537 $1.81M 0.11% -2,060 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; 2024Q1: 47,573 shares; 2024Q2: 44,831 shares; 2024Q3: 45,664 shares; 2024Q4: 40,518 shares; 2025Q1: 40,298 shares; 2025Q2: 40,993 shares; 2025Q3: 42,069 shares; 2025Q4: 33,289 shares 33,289 $1.8M 0.11% -8,780 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 78,768 shares; 2024Q2: 74,787 shares; 2024Q3: 86,951 shares; 2024Q4: 104,324 shares; 2025Q1: 135,301 shares; 2025Q2: 133,211 shares; 2025Q3: 132,078 shares; 2025Q4: 18,148 shares 18,148 $1.77M 0.11% -113,930 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,896 shares; 2024Q2: not reported; 2024Q3: 114,382 shares; 2024Q4: 108,594 shares; 2025Q1: 11,112 shares; 2025Q2: 11,099 shares; 2025Q3: 10,893 shares; 2025Q4: 10,913 shares 10,913 $1.69M 0.11% +20 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 37,935 shares; 2024Q2: 36,904 shares; 2024Q3: not reported; 2024Q4: 34,562 shares; 2025Q1: 34,857 shares; 2025Q2: 34,647 shares; 2025Q3: 34,656 shares; 2025Q4: 34,362 shares 34,362 $1.6M 0.1% -294 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; 2024Q1: 3,253 shares; 2024Q2: 2,283 shares; 2024Q3: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,283 shares; 2025Q4: 2,283 shares 2,283 $1.56M 0.1% 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; 2024Q1: not reported; 2024Q2: 2,354 shares; 2024Q3: 2,354 shares; 2024Q4: 2,354 shares; 2025Q1: 2,354 shares; 2025Q2: 2,354 shares; 2025Q3: 2,354 shares; 2025Q4: 2,354 shares 2,354 $1.54M 0.1% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,194 shares; 2024Q2: 30,192 shares; 2024Q3: 30,257 shares; 2024Q4: 29,127 shares; 2025Q1: 29,299 shares; 2025Q2: 28,987 shares; 2025Q3: 29,044 shares; 2025Q4: 29,093 shares 29,093 $1.52M 0.1% +49 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 61,162 shares; 2024Q2: 61,158 shares; 2024Q3: 61,294 shares; 2024Q4: 59,907 shares; 2025Q1: 59,343 shares; 2025Q2: 58,723 shares; 2025Q3: 58,832 shares; 2025Q4: 58,924 shares 58,924 $1.43M 0.09% +92 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 93,888 shares; 2024Q2: 88,693 shares; 2024Q3: 88,435 shares; 2024Q4: 95,071 shares; 2025Q1: 101,299 shares; 2025Q2: 100,175 shares; 2025Q3: 19,353 shares; 2025Q4: 14,432 shares 14,432 $1.43M 0.09% -4,921 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; 2024Q1: 14,164 shares; 2024Q2: 14,164 shares; 2024Q3: 14,164 shares; 2024Q4: 14,138 shares; 2025Q1: 13,778 shares; 2025Q2: 14,081 shares; 2025Q3: 13,569 shares; 2025Q4: 13,569 shares 13,569 $1.43M 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 476,322 shares; 2024Q2: 451,610 shares; 2024Q3: 450,664 shares; 2024Q4: 395,819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,723 shares; 2025Q4: 52,880 shares 52,880 $1.32M 0.08% -12,843 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,097 shares; 2025Q1: 6,817 shares; 2025Q2: 6,817 shares; 2025Q3: 6,667 shares; 2025Q4: 6,748 shares 6,748 $1.16M 0.07% +81 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 142,788 shares; 2024Q2: 139,488 shares; 2024Q3: 136,093 shares; 2024Q4: 116,231 shares; 2025Q1: 162,408 shares; 2025Q2: 161,064 shares; 2025Q3: 31,407 shares; 2025Q4: 29,105 shares 29,105 $1.12M 0.07% -2,302 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 57,316 shares; 2024Q2: 53,984 shares; 2024Q3: 55,945 shares; 2024Q4: 54,190 shares; 2025Q1: 50,649 shares; 2025Q2: 51,507 shares; 2025Q3: 51,497 shares; 2025Q4: 37,170 shares 37,170 $1.11M 0.07% -14,327 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,381 shares; 2024Q2: 4,381 shares; 2024Q3: 4,681 shares; 2024Q4: 4,681 shares; 2025Q1: 4,681 shares; 2025Q2: 6,681 shares; 2025Q3: 7,931 shares; 2025Q4: 11,206 shares 11,206 $1.02M 0.06% +3,275 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,329 shares; 2024Q2: 4,507 shares; 2024Q3: 5,607 shares; 2024Q4: 5,290 shares; 2025Q1: 5,208 shares; 2025Q2: 5,208 shares; 2025Q3: 5,208 shares; 2025Q4: 5,208 shares 5,208 $1.01M 0.06% 0 Timeline PVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 41,697 shares; 2024Q2: 41,695 shares; 2024Q3: 41,781 shares; 2024Q4: 40,851 shares; 2025Q1: 40,463 shares; 2025Q2: 40,032 shares; 2025Q3: 40,081 shares; 2025Q4: 40,143 shares 40,143 $1M 0.06% +62 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,260 shares; 2024Q2: 29,335 shares; 2024Q3: 30,660 shares; 2024Q4: 29,975 shares; 2025Q1: 28,792 shares; 2025Q2: 29,272 shares; 2025Q3: 5,858 shares; 2025Q4: 5,298 shares 5,298 $814K 0.05% -560 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,691 shares; 2024Q2: 21,691 shares; 2024Q3: 21,691 shares; 2024Q4: 21,691 shares; 2025Q1: 21,691 shares; 2025Q2: 21,691 shares; 2025Q3: 21,691 shares; 2025Q4: 21,691 shares 21,691 $721K 0.05% 0 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,865 shares 17,865 $717K 0.05% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,395 shares; 2024Q2: 8,323 shares; 2024Q3: 5,375 shares; 2024Q4: 5,386 shares; 2025Q1: 5,010 shares; 2025Q2: 4,520 shares; 2025Q3: 4,421 shares; 2025Q4: 3,817 shares 3,817 $705K 0.04% -604 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,000 shares; 2024Q2: 5,931 shares; 2024Q3: 5,915 shares; 2024Q4: 5,719 shares; 2025Q1: 5,556 shares; 2025Q2: 5,538 shares; 2025Q3: 5,823 shares; 2025Q4: 5,794 shares 5,794 $696K 0.04% -29 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,168 shares; 2024Q2: 3,168 shares; 2024Q3: 3,585 shares; 2024Q4: 3,352 shares; 2025Q1: 2,969 shares; 2025Q2: 3,034 shares; 2025Q3: 2,924 shares; 2025Q4: 2,924 shares 2,924 $676K 0.04% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,729 shares; 2024Q2: 9,646 shares; 2024Q3: 9,268 shares; 2024Q4: 9,282 shares; 2025Q1: 8,461 shares; 2025Q2: 5,522 shares; 2025Q3: 5,382 shares; 2025Q4: 2,715 shares 2,715 $635K 0.04% -2,667 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,770 shares; 2024Q2: 15,396 shares; 2024Q3: 15,016 shares; 2024Q4: 14,902 shares; 2025Q1: 14,814 shares; 2025Q2: 12,589 shares; 2025Q3: 12,352 shares; 2025Q4: 12,329 shares 12,329 $620K 0.04% -23 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,127 shares; 2025Q3: 3,049 shares; 2025Q4: 3,102 shares 3,102 $611K 0.04% +53 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,634 shares; 2024Q2: 5,667 shares; 2024Q3: 5,673 shares; 2024Q4: 5,365 shares; 2025Q1: 5,584 shares; 2025Q2: 6,212 shares; 2025Q3: 7,097 shares; 2025Q4: 7,203 shares 7,203 $602K 0.04% +106 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,900 shares; 2025Q4: 11,850 shares 11,850 $599K 0.04% +4,950 Timeline GPCR STRUCTURE THERAPEUTICS INC More: the full row for STRUCTURE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,602 shares; 2024Q4: 9,007 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,718 shares; 2025Q4: 8,513 shares 8,513 $592K 0.04% -5,205 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,965 shares; 2024Q2: 22,965 shares; 2024Q3: 5,655 shares; 2024Q4: 5,655 shares; 2025Q1: 5,655 shares; 2025Q2: 5,655 shares; 2025Q3: 5,820 shares; 2025Q4: 5,655 shares 5,655 $570K 0.04% -165 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,335 shares; 2024Q2: 3,335 shares; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,335 shares; 2025Q2: 3,720 shares; 2025Q3: 3,635 shares; 2025Q4: 3,635 shares 3,635 $560K 0.04% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,209 shares; 2025Q2: 3,208 shares; 2025Q3: 3,149 shares; 2025Q4: 3,096 shares 3,096 $555K 0.03% -53 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,675 shares; 2024Q2: 4,675 shares; 2024Q3: 4,732 shares; 2024Q4: 4,675 shares; 2025Q1: 4,675 shares; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares 4,675 $543K 0.03% 0 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,943 shares; 2024Q2: 4,900 shares; 2024Q3: 4,708 shares; 2024Q4: 4,716 shares; 2025Q1: 4,301 shares; 2025Q2: 3,805 shares; 2025Q3: 3,708 shares; 2025Q4: 3,772 shares 3,772 $513K 0.03% +64 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,869 shares; 2024Q2: 2,644 shares; 2024Q3: 2,703 shares; 2024Q4: 2,703 shares; 2025Q1: 2,703 shares; 2025Q2: 2,703 shares; 2025Q3: 2,451 shares; 2025Q4: 2,451 shares 2,451 $501K 0.03% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,735 shares; 2024Q2: 3,735 shares; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares 3,735 $494K 0.03% 0 Timeline VLRS CONTROLADORA VUELA COMP DE A More: the full row for CONTROLADORA VUELA COMP DE A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47,766 shares; 2024Q2: 47,366 shares; 2024Q3: 45,528 shares; 2024Q4: 45,592 shares; 2025Q1: 41,575 shares; 2025Q2: 36,776 shares; 2025Q3: 64,280 shares; 2025Q4: 55,120 shares 55,120 $489K 0.03% -9,160 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,442 shares; 2024Q2: 8,370 shares; 2024Q3: 8,044 shares; 2024Q4: 8,056 shares; 2025Q1: 7,349 shares; 2025Q2: 6,505 shares; 2025Q3: 6,338 shares; 2025Q4: 6,450 shares 6,450 $486K 0.03% +112 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,437 shares; 2024Q2: 3,405 shares; 2024Q3: 3,271 shares; 2024Q4: 3,277 shares; 2025Q1: 3,007 shares; 2025Q2: 2,660 shares; 2025Q3: 2,590 shares; 2025Q4: 2,632 shares 2,632 $485K 0.03% +42 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,650 shares; 2024Q2: 8,682 shares; 2024Q3: 8,693 shares; 2024Q4: 8,333 shares; 2025Q1: 8,504 shares; 2025Q2: 9,526 shares; 2025Q3: 10,972 shares; 2025Q4: 12,443 shares 12,443 $476K 0.03% +1,471 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,192 shares; 2024Q2: 14,072 shares; 2024Q3: 13,521 shares; 2024Q4: 13,541 shares; 2025Q1: 12,339 shares; 2025Q2: 10,910 shares; 2025Q3: 10,626 shares; 2025Q4: 10,810 shares 10,810 $474K 0.03% +184 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,227 shares; 2024Q2: 2,825 shares; 2024Q3: 1,981 shares; 2024Q4: 1,984 shares; 2025Q1: 1,805 shares; 2025Q2: 1,598 shares; 2025Q3: 1,555 shares; 2025Q4: 1,583 shares 1,583 $457K 0.03% +28 Timeline MICC MAGNUM ICE CREAM CO NV More: the full row for MAGNUM ICE CREAM CO NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,724 shares 28,724 $455K 0.03% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,798 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,975 shares; 2025Q3: 2,274 shares; 2025Q4: 3,158 shares 3,158 $455K 0.03% +884 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5,833 shares; 2024Q3: 4,560 shares; 2024Q4: 4,567 shares; 2025Q1: 4,169 shares; 2025Q2: 3,689 shares; 2025Q3: 2,350 shares; 2025Q4: 2,393 shares 2,393 $452K 0.03% +43 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,932 shares; 2025Q4: 5,017 shares 5,017 $438K 0.03% +85 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,816 shares 11,816 $438K 0.03% new 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; 2024Q1: 2,531 shares; 2024Q2: 2,531 shares; 2024Q3: 2,531 shares; 2024Q4: 2,531 shares; 2025Q1: 2,531 shares; 2025Q2: 2,531 shares; 2025Q3: 1,112 shares; 2025Q4: 1,112 shares 1,112 $433K 0.03% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,880 shares; 2024Q2: 21,890 shares; 2024Q3: 21,042 shares; 2024Q4: 21,075 shares; 2025Q1: 19,210 shares; 2025Q2: 16,996 shares; 2025Q3: 9,507 shares; 2025Q4: 9,672 shares 9,672 $431K 0.03% +165 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,543 shares; 2024Q2: 7,478 shares; 2024Q3: 7,184 shares; 2024Q4: 9,754 shares; 2025Q1: 8,556 shares; 2025Q2: 7,882 shares; 2025Q3: 7,682 shares; 2025Q4: 7,816 shares 7,816 $425K 0.03% +134 Timeline FTSM 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,025 shares 7,025 $421K 0.03% new 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; 2024Q1: 9,092 shares; 2024Q2: 9,008 shares; 2024Q3: 6,528 shares; 2024Q4: 5,309 shares; 2025Q1: 4,848 shares; 2025Q2: 2,716 shares; 2025Q3: 2,648 shares; 2025Q4: 2,046 shares 2,046 $419K 0.03% -602 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,696 shares; 2024Q2: 7,635 shares; 2024Q3: 5,984 shares; 2024Q4: 5,294 shares; 2025Q1: 4,832 shares; 2025Q2: 4,276 shares; 2025Q3: 4,166 shares; 2025Q4: 4,364 shares 4,364 $419K 0.03% +198 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,109 shares; 2024Q2: 4,074 shares; 2024Q3: 3,916 shares; 2024Q4: not reported; 2025Q1: 3,574 shares; 2025Q2: 3,162 shares; 2025Q3: 3,080 shares; 2025Q4: 3,134 shares 3,134 $415K 0.03% +54 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,038 shares; 2025Q1: 14,025 shares; 2025Q2: 16,903 shares; 2025Q3: 20,789 shares; 2025Q4: 21,133 shares 21,133 $408K 0.03% +344 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,490 shares; 2024Q2: 5,439 shares; 2024Q3: 5,225 shares; 2024Q4: 5,231 shares; 2025Q1: not reported; 2025Q2: 7,770 shares; 2025Q3: 7,574 shares; 2025Q4: 7,705 shares 7,705 $406K 0.03% +131 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,380 shares; 2024Q2: 14,244 shares; 2024Q3: 13,689 shares; 2024Q4: 10,856 shares; 2025Q1: 9,911 shares; 2025Q2: 8,771 shares; 2025Q3: 8,544 shares; 2025Q4: 8,694 shares 8,694 $404K 0.03% +150 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,236 shares; 2024Q4: 2,392 shares; 2025Q1: 4,613 shares; 2025Q2: 4,609 shares; 2025Q3: 4,527 shares; 2025Q4: 8,905 shares 8,905 $404K 0.03% +4,378 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,383 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,075 shares 6,075 $395K 0.02% new 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; 2024Q1: 12,517 shares; 2024Q2: 12,517 shares; 2024Q3: 12,517 shares; 2024Q4: 12,277 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,207 shares; 2025Q4: 10,207 shares 10,207 $392K 0.02% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,946 shares; 2024Q2: 11,836 shares; 2024Q3: 11,370 shares; 2024Q4: 11,386 shares; 2025Q1: 10,370 shares; 2025Q2: 9,218 shares; 2025Q3: 8,979 shares; 2025Q4: 9,134 shares 9,134 $392K 0.02% +155 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,279 shares; 2024Q2: 6,284 shares; 2024Q3: 6,048 shares; 2024Q4: not reported; 2025Q1: 5,542 shares; 2025Q2: not reported; 2025Q3: 10,512 shares; 2025Q4: 10,690 shares 10,690 $392K 0.02% +178 Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 15,332 shares; 2024Q4: 15,359 shares; 2025Q1: 14,001 shares; 2025Q2: 10,137 shares; 2025Q3: 9,882 shares; 2025Q4: 10,056 shares 10,056 $386K 0.02% +174 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,397 shares; 2024Q4: 4,921 shares; 2025Q1: 4,490 shares; 2025Q2: 3,975 shares; 2025Q3: 2,210 shares; 2025Q4: 2,246 shares 2,246 $374K 0.02% +36 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,411 shares; 2025Q3: 5,275 shares; 2025Q4: 6,083 shares 6,083 $372K 0.02% +808 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,243 shares; 2024Q2: 8,918 shares; 2024Q3: 8,719 shares; 2024Q4: 8,381 shares; 2025Q1: 7,880 shares; 2025Q2: 7,636 shares; 2025Q3: 7,136 shares; 2025Q4: 6,832 shares 6,832 $361K 0.02% -304 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,235 shares; 2024Q2: 1,235 shares; 2024Q3: 1,294 shares; 2024Q4: 1,235 shares; 2025Q1: 1,235 shares; 2025Q2: 1,235 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares 1,235 $357K 0.02% 0 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; 2024Q1: 1,521 shares; 2024Q2: 1,521 shares; 2024Q3: 1,521 shares; 2024Q4: 1,521 shares; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,483 shares; 2025Q4: 1,421 shares 1,421 $350K 0.02% -62 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,136 shares; 2025Q4: 9,779 shares 9,779 $347K 0.02% +2,643 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; 2024Q1: 673 shares; 2024Q2: 571 shares; 2024Q3: 571 shares; 2024Q4: 571 shares; 2025Q1: 535 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 516 shares 516 $341K 0.02% +16 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 158,354 shares; 2025Q4: 20,198 shares 20,198 $330K 0.02% -138,156 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,401 shares; 2025Q4: 2,442 shares 2,442 $329K 0.02% +41 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,396 shares; 2025Q4: 1,421 shares 1,421 $326K 0.02% +25 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,794 shares; 2024Q4: 6,670 shares; 2025Q1: 6,202 shares; 2025Q2: 5,490 shares; 2025Q3: 5,350 shares; 2025Q4: 5,444 shares 5,444 $321K 0.02% +94 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 1,477 shares; 2025Q2: 1,477 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares 1,407 $320K 0.02% 0 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 29,018 shares; 2024Q4: 29,075 shares; 2025Q1: 25,472 shares; 2025Q2: 23,471 shares; 2025Q3: 22,868 shares; 2025Q4: 39,642 shares 39,642 $315K 0.02% +16,774 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 612 shares; 2024Q2: 612 shares; 2024Q3: 612 shares; 2024Q4: 612 shares; 2025Q1: 638 shares; 2025Q2: 638 shares; 2025Q3: 638 shares; 2025Q4: 638 shares 638 $309K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,930 shares; 2024Q2: not reported; 2024Q3: 1,930 shares; 2024Q4: 1,930 shares; 2025Q1: 1,930 shares; 2025Q2: 1,930 shares; 2025Q3: 1,930 shares; 2025Q4: 1,930 shares 1,930 $309K 0.02% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,773 shares; 2024Q2: 2,749 shares; 2024Q3: 2,183 shares; 2024Q4: 2,185 shares; 2025Q1: 2,004 shares; 2025Q2: 1,782 shares; 2025Q3: 2,138 shares; 2025Q4: 1,766 shares 1,766 $308K 0.02% -372 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,663 shares; 2025Q4: 4,014 shares 4,014 $303K 0.02% +1,351 Timeline DAVE DAVE INC More: the full row for DAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,362 shares 1,362 $302K 0.02% new Timeline OPCH OPTION CARE HEALTH INC More: the full row for OPTION CARE HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,561 shares; 2024Q4: not reported; 2025Q1: 10,561 shares; 2025Q2: 9,347 shares; 2025Q3: 9,110 shares; 2025Q4: 9,268 shares 9,268 $295K 0.02% +158 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,151 shares; 2025Q4: 3,208 shares 3,208 $294K 0.02% +57 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,955 shares; 2024Q2: 2,934 shares; 2024Q3: 2,927 shares; 2024Q4: 2,884 shares; 2025Q1: 2,749 shares; 2025Q2: 2,674 shares; 2025Q3: 2,683 shares; 2025Q4: 2,660 shares 2,660 $292K 0.02% -23 Timeline OS ONESTREAM INC More: the full row for ONESTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,547 shares 15,547 $286K 0.02% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,276 shares; 2024Q2: 3,248 shares; 2024Q3: 3,405 shares; 2024Q4: 3,398 shares; 2025Q1: 2,903 shares; 2025Q2: 2,775 shares; 2025Q3: 2,548 shares; 2025Q4: 2,503 shares 2,503 $285K 0.02% -45 Timeline HCM HUTCHMED CHINA LTD More: the full row for HUTCHMED CHINA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,145 shares; 2024Q2: 16,988 shares; 2024Q3: 16,329 shares; 2024Q4: 15,388 shares; 2025Q1: 14,898 shares; 2025Q2: 13,184 shares; 2025Q3: 12,843 shares; 2025Q4: 21,179 shares 21,179 $282K 0.02% +8,336 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,200 shares; 2024Q2: 1,257 shares; 2024Q3: 1,337 shares; 2024Q4: 1,337 shares; 2025Q1: 1,337 shares; 2025Q2: 1,167 shares; 2025Q3: 1,237 shares; 2025Q4: 1,167 shares 1,167 $281K 0.02% -70 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,263 shares; 2024Q2: 3,263 shares; 2024Q3: 3,263 shares; 2024Q4: 3,263 shares; 2025Q1: 3,263 shares; 2025Q2: 3,263 shares; 2025Q3: 3,263 shares; 2025Q4: 3,263 shares 3,263 $281K 0.02% 0 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; 2024Q1: not reported; 2024Q2: 569 shares; 2024Q3: 569 shares; 2024Q4: 569 shares; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 569 shares; 2025Q4: 569 shares 569 $278K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 575 shares; 2024Q2: not reported; 2024Q3: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares 788 $277K 0.02% 0 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; 2024Q1: 507,340 shares; 2024Q2: 478,605 shares; 2024Q3: 471,811 shares; 2024Q4: 463,791 shares; 2025Q1: 438,527 shares; 2025Q2: 6,190 shares; 2025Q3: 5,590 shares; 2025Q4: 5,987 shares 5,987 $277K 0.02% +397 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,682 shares; 2024Q2: not reported; 2024Q3: 7,312 shares; 2024Q4: 7,321 shares; 2025Q1: 6,671 shares; 2025Q2: 5,905 shares; 2025Q3: 5,756 shares; 2025Q4: 5,854 shares 5,854 $274K 0.02% +98 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 3,727 shares 3,727 $274K 0.02% +66 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 1,360 shares; 2024Q3: 1,360 shares; 2024Q4: 1,370 shares; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,360 shares 1,360 $272K 0.02% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,715 shares; 2025Q1: 18,301 shares; 2025Q2: 16,864 shares; 2025Q3: 16,436 shares; 2025Q4: 13,365 shares 13,365 $272K 0.02% -3,071 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,672 shares; 2024Q2: 6,672 shares; 2024Q3: 6,672 shares; 2024Q4: 6,672 shares; 2025Q1: 6,672 shares; 2025Q2: 6,672 shares; 2025Q3: 6,672 shares; 2025Q4: 6,931 shares 6,931 $271K 0.02% +259 Timeline ADMA ADMA BIOLOGICS INC More: the full row for ADMA BIOLOGICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,832 shares 14,832 $271K 0.02% new Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,220 shares; 2024Q2: 3,194 shares; 2024Q3: 3,069 shares; 2024Q4: 3,074 shares; 2025Q1: 2,800 shares; 2025Q2: not reported; 2025Q3: 4,360 shares; 2025Q4: 3,683 shares 3,683 $271K 0.02% -677 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; 2024Q1: 7,063 shares; 2024Q2: 7,003 shares; 2024Q3: 6,732 shares; 2024Q4: 8,631 shares; 2025Q1: 8,636 shares; 2025Q2: 7,958 shares; 2025Q3: 7,754 shares; 2025Q4: 7,505 shares 7,505 $270K 0.02% -249 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,988 shares; 2024Q2: 9,895 shares; 2024Q3: 9,509 shares; 2024Q4: 9,521 shares; 2025Q1: 8,670 shares; 2025Q2: 7,665 shares; 2025Q3: 7,465 shares; 2025Q4: 7,595 shares 7,595 $269K 0.02% +130 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,356 shares; 2024Q2: 2,333 shares; 2024Q3: 2,243 shares; 2024Q4: 2,247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,226 shares; 2025Q4: 4,122 shares 4,122 $269K 0.02% -1,104 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,567 shares 6,567 $265K 0.02% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,734 shares; 2024Q2: 1,719 shares; 2024Q3: 1,418 shares; 2024Q4: 1,422 shares; 2025Q1: 1,276 shares; 2025Q2: 840 shares; 2025Q3: 818 shares; 2025Q4: 833 shares 833 $260K 0.02% +15 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,140 shares; 2024Q2: not reported; 2024Q3: 3,140 shares; 2024Q4: 3,140 shares; 2025Q1: 3,140 shares; 2025Q2: 3,140 shares; 2025Q3: 3,140 shares; 2025Q4: 3,140 shares 3,140 $258K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 695 shares; 2024Q2: 695 shares; 2024Q3: 695 shares; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 452 shares; 2025Q4: 452 shares 452 $258K 0.02% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,834 shares; 2024Q2: 1,834 shares; 2024Q3: 1,834 shares; 2024Q4: 1,834 shares; 2025Q1: 1,834 shares; 2025Q2: 1,834 shares; 2025Q3: 1,834 shares; 2025Q4: 1,834 shares 1,834 $250K 0.02% 0 Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,261 shares 4,261 $250K 0.02% new Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,306 shares 8,306 $241K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,886 shares; 2024Q2: 7,886 shares; 2024Q3: 7,886 shares; 2024Q4: 7,886 shares; 2025Q1: 7,886 shares; 2025Q2: 6,724 shares; 2025Q3: 6,724 shares; 2025Q4: 6,724 shares 6,724 $235K 0.01% 0 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,610 shares; 2024Q2: 5,557 shares; 2024Q3: 5,339 shares; 2024Q4: 3,963 shares; 2025Q1: 3,617 shares; 2025Q2: 3,200 shares; 2025Q3: 3,117 shares; 2025Q4: 3,171 shares 3,171 $234K 0.01% +54 Timeline TENB TENABLE HLDGS INC More: the full row for TENABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,691 shares; 2024Q2: 5,637 shares; 2024Q3: 7,551 shares; 2024Q4: 7,218 shares; 2025Q1: 6,623 shares; 2025Q2: 6,103 shares; 2025Q3: 12,474 shares; 2025Q4: 9,737 shares 9,737 $229K 0.01% -2,737 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,659 shares; 2024Q2: 2,659 shares; 2024Q3: 2,809 shares; 2024Q4: not reported; 2025Q1: 2,807 shares; 2025Q2: 2,807 shares; 2025Q3: 2,245 shares; 2025Q4: 1,050 shares 1,050 $228K 0.01% -1,195 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,908 shares; 2024Q2: 3,871 shares; 2024Q3: 3,719 shares; 2024Q4: 3,724 shares; 2025Q1: 3,396 shares; 2025Q2: 3,001 shares; 2025Q3: 2,923 shares; 2025Q4: 2,973 shares 2,973 $221K 0.01% +50 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,845 shares; 2024Q2: 19,845 shares; 2024Q3: 19,845 shares; 2024Q4: 19,845 shares; 2025Q1: 19,845 shares; 2025Q2: 19,845 shares; 2025Q3: 19,845 shares; 2025Q4: 18,345 shares 18,345 $220K 0.01% -1,500 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 800 shares; 2024Q2: 19,640 shares; 2024Q3: 27,173 shares; 2024Q4: 17,258 shares; 2025Q1: 813 shares; 2025Q2: 1,037 shares; 2025Q3: not reported; 2025Q4: 663 shares 663 $217K 0.01% new Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,839 shares; 2025Q4: 4,914 shares 4,914 $216K 0.01% +75 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,837 shares; 2025Q4: 2,837 shares 2,837 $215K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,519 shares; 2024Q2: 1,246 shares; 2024Q3: 1,299 shares; 2024Q4: 1,293 shares; 2025Q1: 941 shares; 2025Q2: 837 shares; 2025Q3: not reported; 2025Q4: 806 shares 806 $214K 0.01% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,127 shares; 2024Q2: 25,912 shares; 2024Q3: 25,498 shares; 2024Q4: 24,480 shares; 2025Q1: 24,339 shares; 2025Q2: 23,798 shares; 2025Q3: 23,057 shares; 2025Q4: 674 shares 674 $210K 0.01% -22,383 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 826 shares; 2024Q2: 826 shares; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares 426 $202K 0.01% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250 $201K 0.01% 0 Timeline