IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 766,765 shares; 2024Q4: 1,017,793 shares; 2025Q1: 1,049,898 shares; 2025Q2: 1,076,986 shares; 2025Q3: 1,245,615 shares; 2025Q4: 1,245,586 shares; 2026Q1: 1,277,747 shares; 2026Q2: 1,267,369 shares 1,267,369 $949M 31.21% -10,378 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: 1,386,513 shares; 2024Q4: 1,510,144 shares; 2025Q1: 1,477,876 shares; 2025Q2: 1,469,951 shares; 2025Q3: 1,611,347 shares; 2025Q4: 1,811,291 shares; 2026Q1: 1,934,375 shares; 2026Q2: 2,500,607 shares 2,500,607 $242M 7.94% +566,232 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 369 shares; 2025Q2: 71 shares; 2025Q3: not reported; 2025Q4: 70,906 shares; 2026Q1: 5,053,447 shares; 2026Q2: 5,120,362 shares 5,120,362 $236M 7.77% +66,915 Timeline XLG 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: 1,733,895 shares; 2024Q4: 1,662,671 shares; 2025Q1: 1,712,968 shares; 2025Q2: 1,740,907 shares; 2025Q3: 2,045,865 shares; 2025Q4: 2,017,792 shares; 2026Q1: 2,071,676 shares; 2026Q2: 2,255,508 shares 2,255,508 $138M 4.54% +183,832 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 505,972 shares; 2024Q4: 435,911 shares; 2025Q1: 372,080 shares; 2025Q2: 392,067 shares; 2025Q3: 428,413 shares; 2025Q4: 409,922 shares; 2026Q1: 412,850 shares; 2026Q2: 919,428 shares 919,428 $114M 3.75% +506,578 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: 573,791 shares; 2024Q4: 389,292 shares; 2025Q1: 482,219 shares; 2025Q2: 460,810 shares; 2025Q3: 516,762 shares; 2025Q4: 480,929 shares; 2026Q1: 448,274 shares; 2026Q2: 814,390 shares 814,390 $67.5M 2.22% +366,116 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: 204,685 shares; 2024Q4: 204,458 shares; 2025Q1: 200,534 shares; 2025Q2: 208,758 shares; 2025Q3: 223,820 shares; 2025Q4: 212,205 shares; 2026Q1: 212,575 shares; 2026Q2: 208,838 shares 208,838 $60.4M 1.99% -3,737 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871,345 shares; 2024Q4: 649,185 shares; 2025Q1: 625,222 shares; 2025Q2: 639,512 shares; 2025Q3: 729,551 shares; 2025Q4: 718,986 shares; 2026Q1: 694,804 shares; 2026Q2: 675,748 shares 675,748 $51.4M 1.69% -19,056 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 590,574 shares; 2024Q4: 512,603 shares; 2025Q1: 486,145 shares; 2025Q2: 457,941 shares; 2025Q3: 498,358 shares; 2025Q4: 485,529 shares; 2026Q1: 469,956 shares; 2026Q2: 469,910 shares 469,910 $44.8M 1.47% -46 Timeline JOUT JOHNSON OUTDOORS INC More: the full row for JOHNSON OUTDOORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,718,635 shares; 2024Q4: 1,700,195 shares; 2025Q1: 1,700,195 shares; 2025Q2: 1,700,195 shares; 2025Q3: 1,700,195 shares; 2025Q4: 1,700,195 shares; 2026Q1: 950,615 shares; 2026Q2: 950,502 shares 950,502 $43.8M 1.44% -113 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: 62,790 shares; 2024Q4: 58,027 shares; 2025Q1: 54,707 shares; 2025Q2: 55,296 shares; 2025Q3: 57,226 shares; 2025Q4: 58,745 shares; 2026Q1: 57,041 shares; 2026Q2: 56,382 shares 56,382 $42.2M 1.39% -659 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; 2024Q3: 393,405 shares; 2024Q4: 272,899 shares; 2025Q1: 353,180 shares; 2025Q2: 424,068 shares; 2025Q3: 477,932 shares; 2025Q4: 532,617 shares; 2026Q1: 576,938 shares; 2026Q2: 858,571 shares 858,571 $40.3M 1.33% +281,633 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 507,861 shares 507,861 $39.4M 1.3% new 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: 91,371 shares; 2024Q4: 87,739 shares; 2025Q1: 100,479 shares; 2025Q2: 100,799 shares; 2025Q3: 104,131 shares; 2025Q4: 97,514 shares; 2026Q1: 99,549 shares; 2026Q2: 96,634 shares 96,634 $36M 1.19% -2,915 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: 412,717 shares; 2024Q4: 343,541 shares; 2025Q1: 362,897 shares; 2025Q2: 408,777 shares; 2025Q3: 416,066 shares; 2025Q4: 431,722 shares; 2026Q1: 442,585 shares; 2026Q2: 452,156 shares 452,156 $34.9M 1.15% +9,571 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: 128,506 shares; 2024Q4: 127,827 shares; 2025Q1: 132,688 shares; 2025Q2: 132,620 shares; 2025Q3: 151,071 shares; 2025Q4: 168,082 shares; 2026Q1: 154,803 shares; 2026Q2: 154,069 shares 154,069 $30.8M 1.01% -734 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: 124,237 shares; 2024Q4: 110,976 shares; 2025Q1: 108,227 shares; 2025Q2: 108,382 shares; 2025Q3: 105,043 shares; 2025Q4: 94,719 shares; 2026Q1: 91,543 shares; 2026Q2: 83,622 shares 83,622 $29.5M 0.97% -7,921 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: 54,110 shares; 2024Q4: 51,271 shares; 2025Q1: 52,077 shares; 2025Q2: 51,233 shares; 2025Q3: 52,706 shares; 2025Q4: 53,794 shares; 2026Q1: 54,265 shares; 2026Q2: 53,433 shares 53,433 $21.9M 0.72% -832 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: 44,372 shares; 2024Q4: 44,549 shares; 2025Q1: 43,670 shares; 2025Q2: 54,710 shares; 2025Q3: 56,397 shares; 2025Q4: 56,214 shares; 2026Q1: 54,734 shares; 2026Q2: 55,040 shares 55,040 $20.4M 0.67% +306 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: 59,524 shares; 2025Q1: 58,523 shares; 2025Q2: 61,549 shares; 2025Q3: 62,792 shares; 2025Q4: 56,450 shares; 2026Q1: 49,497 shares; 2026Q2: 46,493 shares 46,493 $20.2M 0.66% -3,004 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,226 shares; 2024Q4: 54,563 shares; 2025Q1: 56,831 shares; 2025Q2: 59,117 shares; 2025Q3: 54,328 shares; 2025Q4: 95,412 shares; 2026Q1: 113,725 shares; 2026Q2: 111,675 shares 111,675 $15.9M 0.52% -2,050 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,465 shares; 2024Q4: 113,137 shares; 2025Q1: 116,332 shares; 2025Q2: 118,548 shares; 2025Q3: 115,980 shares; 2025Q4: 113,030 shares; 2026Q1: 109,956 shares; 2026Q2: 103,523 shares 103,523 $14.2M 0.47% -6,433 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,272,704 shares; 2024Q4: 605,888 shares; 2025Q1: 559,260 shares; 2025Q2: 551,610 shares; 2025Q3: 593,389 shares; 2025Q4: 594,344 shares; 2026Q1: 127,196 shares; 2026Q2: 118,951 shares 118,951 $14M 0.46% -8,245 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: 61,445 shares; 2024Q4: 58,736 shares; 2025Q1: 61,323 shares; 2025Q2: 62,672 shares; 2025Q3: 62,436 shares; 2025Q4: 59,440 shares; 2026Q1: 55,811 shares; 2026Q2: 54,323 shares 54,323 $13.8M 0.45% -1,488 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: 52,014 shares; 2024Q4: 52,808 shares; 2025Q1: 57,132 shares; 2025Q2: 56,025 shares; 2025Q3: 61,421 shares; 2025Q4: 61,633 shares; 2026Q1: 59,168 shares; 2026Q2: 54,719 shares 54,719 $13M 0.43% -4,449 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,022 shares; 2024Q4: 168,666 shares; 2025Q1: 171,168 shares; 2025Q2: 174,456 shares; 2025Q3: 162,571 shares; 2025Q4: 161,549 shares; 2026Q1: 162,073 shares; 2026Q2: 177,491 shares 177,491 $13M 0.43% +15,418 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: 14,999 shares; 2024Q4: 13,714 shares; 2025Q1: 14,184 shares; 2025Q2: 13,321 shares; 2025Q3: 14,489 shares; 2025Q4: 13,986 shares; 2026Q1: 13,032 shares; 2026Q2: 12,010 shares 12,010 $12.8M 0.42% -1,022 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: 20,206 shares; 2024Q4: 20,006 shares; 2025Q1: 20,599 shares; 2025Q2: 21,428 shares; 2025Q3: 22,197 shares; 2025Q4: 22,172 shares; 2026Q1: 22,641 shares; 2026Q2: 21,405 shares 21,405 $12.1M 0.4% -1,236 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: 36,513 shares; 2024Q4: 35,330 shares; 2025Q1: 33,568 shares; 2025Q2: 37,310 shares; 2025Q3: 41,305 shares; 2025Q4: 31,522 shares; 2026Q1: 33,548 shares; 2026Q2: 31,704 shares 31,704 $12M 0.39% -1,844 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: 132,025 shares; 2024Q4: 123,242 shares; 2025Q1: 127,848 shares; 2025Q2: 136,575 shares; 2025Q3: 132,963 shares; 2025Q4: 115,163 shares; 2026Q1: 111,744 shares; 2026Q2: 101,495 shares 101,495 $11.9M 0.39% -10,249 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,448 shares; 2024Q4: 141,269 shares; 2025Q1: 137,894 shares; 2025Q2: 126,729 shares; 2025Q3: 123,966 shares; 2025Q4: 119,909 shares; 2026Q1: 117,194 shares; 2026Q2: 117,946 shares 117,946 $11.4M 0.37% +752 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,867 shares; 2024Q4: 6,313 shares; 2025Q1: 7,013 shares; 2025Q2: 7,963 shares; 2025Q3: 8,219 shares; 2025Q4: 7,376 shares; 2026Q1: 7,376 shares; 2026Q2: 59,541 shares 59,541 $11.2M 0.37% +52,165 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: 63,902 shares; 2024Q4: 58,751 shares; 2025Q1: 55,768 shares; 2025Q2: 59,244 shares; 2025Q3: 53,954 shares; 2025Q4: 36,575 shares; 2026Q1: 35,530 shares; 2026Q2: 34,083 shares 34,083 $11.2M 0.37% -1,447 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: 34,055 shares; 2024Q4: 30,823 shares; 2025Q1: 30,147 shares; 2025Q2: 30,525 shares; 2025Q3: 33,045 shares; 2025Q4: 31,821 shares; 2026Q1: 33,524 shares; 2026Q2: 31,551 shares 31,551 $10.8M 0.36% -1,973 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: 1,152 shares; 2024Q4: 1,152 shares; 2025Q1: 712 shares; 2025Q2: 104,169 shares; 2025Q3: 83,042 shares; 2025Q4: 71,502 shares; 2026Q1: 70,377 shares; 2026Q2: 67,369 shares 67,369 $10.6M 0.35% -3,008 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: 33,629 shares; 2024Q4: 28,029 shares; 2025Q1: 28,167 shares; 2025Q2: 28,066 shares; 2025Q3: 31,723 shares; 2025Q4: 32,212 shares; 2026Q1: 32,553 shares; 2026Q2: 29,533 shares 29,533 $10.6M 0.35% -3,020 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,806 shares; 2024Q4: 2,916 shares; 2025Q1: 2,695 shares; 2025Q2: 608 shares; 2025Q3: 25,332 shares; 2025Q4: 25,265 shares; 2026Q1: 25,260 shares; 2026Q2: 26,002 shares 26,002 $10.5M 0.34% +742 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: 61,687 shares; 2024Q4: 76,066 shares; 2025Q1: 76,684 shares; 2025Q2: 82,564 shares; 2025Q3: 77,521 shares; 2025Q4: 64,826 shares; 2026Q1: 67,468 shares; 2026Q2: 69,652 shares 69,652 $10.2M 0.34% +2,184 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: 154,873 shares; 2024Q4: 53,940 shares; 2025Q1: 52,662 shares; 2025Q2: 70,926 shares; 2025Q3: 64,740 shares; 2025Q4: 64,295 shares; 2026Q1: 58,701 shares; 2026Q2: 41,024 shares 41,024 $9.95M 0.33% -17,677 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,419 shares; 2024Q4: 5,793 shares; 2025Q1: 5,626 shares; 2025Q2: 5,505 shares; 2025Q3: 14,130 shares; 2025Q4: 15,738 shares; 2026Q1: 14,503 shares; 2026Q2: 13,749 shares 13,749 $9.94M 0.33% -754 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: 30,295 shares; 2024Q4: 29,097 shares; 2025Q1: 30,409 shares; 2025Q2: 30,307 shares; 2025Q3: 31,766 shares; 2025Q4: 31,804 shares; 2026Q1: 28,444 shares; 2026Q2: 19,623 shares 19,623 $9.82M 0.32% -8,821 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,725 shares; 2024Q4: 98,065 shares; 2025Q1: 70,361 shares; 2025Q2: 92,234 shares; 2025Q3: 129,427 shares; 2025Q4: 130,357 shares; 2026Q1: 123,115 shares; 2026Q2: 123,965 shares 123,965 $9.49M 0.31% +850 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: 8,438 shares; 2024Q4: 7,287 shares; 2025Q1: 6,707 shares; 2025Q2: 6,995 shares; 2025Q3: 7,676 shares; 2025Q4: 7,418 shares; 2026Q1: 7,782 shares; 2026Q2: 7,447 shares 7,447 $8.93M 0.29% -335 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,225 shares; 2024Q4: 52,152 shares; 2025Q1: 50,460 shares; 2025Q2: 53,134 shares; 2025Q3: 62,076 shares; 2025Q4: 55,609 shares; 2026Q1: 79,331 shares; 2026Q2: 77,983 shares 77,983 $8.6M 0.28% -1,348 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 376 shares; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 21,233 shares; 2025Q4: 17,413 shares; 2026Q1: 20,080 shares; 2026Q2: 18,963 shares 18,963 $8.59M 0.28% -1,117 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: 37,931 shares; 2024Q4: 40,889 shares; 2025Q1: 41,271 shares; 2025Q2: 45,066 shares; 2025Q3: 44,301 shares; 2025Q4: 37,181 shares; 2026Q1: 37,652 shares; 2026Q2: 33,931 shares 33,931 $8.54M 0.28% -3,721 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: 102,453 shares; 2024Q4: 40,133 shares; 2025Q1: 41,046 shares; 2025Q2: 58,508 shares; 2025Q3: 52,378 shares; 2025Q4: 52,552 shares; 2026Q1: 56,587 shares; 2026Q2: 57,406 shares 57,406 $8.51M 0.28% +819 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,479 shares; 2024Q4: 29,369 shares; 2025Q1: 29,288 shares; 2025Q2: 30,348 shares; 2025Q3: 30,371 shares; 2025Q4: 29,226 shares; 2026Q1: 34,059 shares; 2026Q2: 36,691 shares 36,691 $8.02M 0.26% +2,632 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: 45,193 shares; 2024Q4: 48,958 shares; 2025Q1: 49,919 shares; 2025Q2: 47,902 shares; 2025Q3: 58,202 shares; 2025Q4: 49,517 shares; 2026Q1: 57,330 shares; 2026Q2: 45,207 shares 45,207 $7.98M 0.26% -12,123 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 399,542 shares; 2024Q4: 333,444 shares; 2025Q1: 341,608 shares; 2025Q2: 409,777 shares; 2025Q3: 460,948 shares; 2025Q4: 516,266 shares; 2026Q1: 559,017 shares; 2026Q2: 165,397 shares 165,397 $7.98M 0.26% -393,620 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 285,670 shares; 2024Q4: 184,128 shares; 2025Q1: 187,324 shares; 2025Q2: 200,741 shares; 2025Q3: 223,784 shares; 2025Q4: 233,937 shares; 2026Q1: 228,370 shares; 2026Q2: 83,092 shares 83,092 $7.85M 0.26% -145,278 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,542 shares; 2024Q4: 46,239 shares; 2025Q1: 44,809 shares; 2025Q2: 43,987 shares; 2025Q3: 44,813 shares; 2025Q4: 49,593 shares; 2026Q1: 50,118 shares; 2026Q2: 49,686 shares 49,686 $7.63M 0.25% -432 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 749,478 shares; 2024Q4: 733,302 shares; 2025Q1: 637,727 shares; 2025Q2: 499,857 shares; 2025Q3: 430,540 shares; 2025Q4: 398,390 shares; 2026Q1: 569,764 shares; 2026Q2: 587,973 shares 587,973 $6.56M 0.22% +18,209 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: 890 shares; 2024Q4: 833 shares; 2025Q1: 665 shares; 2025Q2: 779 shares; 2025Q3: 2,138 shares; 2025Q4: 1,155 shares; 2026Q1: 2,229 shares; 2026Q2: 21,530 shares 21,530 $6.5M 0.21% +19,301 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,564 shares; 2024Q4: 39,614 shares; 2025Q1: 39,798 shares; 2025Q2: 39,699 shares; 2025Q3: 39,268 shares; 2025Q4: 40,141 shares; 2026Q1: 40,088 shares; 2026Q2: 39,495 shares 39,495 $6.44M 0.21% -593 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: 19,461 shares; 2024Q4: 18,700 shares; 2025Q1: 18,737 shares; 2025Q2: 17,299 shares; 2025Q3: 12,592 shares; 2025Q4: 14,700 shares; 2026Q1: 15,029 shares; 2026Q2: 15,176 shares 15,176 $6.31M 0.21% +147 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,088 shares; 2024Q4: 96,724 shares; 2025Q1: 88,997 shares; 2025Q2: 88,276 shares; 2025Q3: 85,646 shares; 2025Q4: 94,648 shares; 2026Q1: 92,155 shares; 2026Q2: 92,656 shares 92,656 $6.17M 0.2% +501 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: 60,794 shares; 2024Q4: 135,741 shares; 2025Q1: 84,452 shares; 2025Q2: 66,487 shares; 2025Q3: 65,178 shares; 2025Q4: 67,023 shares; 2026Q1: 54,268 shares; 2026Q2: 62,078 shares 62,078 $6.14M 0.2% +7,810 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,994 shares; 2024Q4: 33,686 shares; 2025Q1: 35,214 shares; 2025Q2: 33,687 shares; 2025Q3: 34,184 shares; 2025Q4: 34,620 shares; 2026Q1: 36,129 shares; 2026Q2: 37,610 shares 37,610 $6.13M 0.2% +1,481 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,202 shares; 2024Q4: 130,056 shares; 2025Q1: 115,305 shares; 2025Q2: 104,847 shares; 2025Q3: 107,914 shares; 2025Q4: 96,559 shares; 2026Q1: 55,518 shares; 2026Q2: 55,444 shares 55,444 $5.88M 0.19% -74 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,048 shares; 2024Q4: 12,587 shares; 2025Q1: 12,747 shares; 2025Q2: 12,905 shares; 2025Q3: 12,951 shares; 2025Q4: 13,394 shares; 2026Q1: 11,186 shares; 2026Q2: 11,036 shares 11,036 $5.62M 0.18% -150 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: 67,211 shares; 2024Q4: 65,667 shares; 2025Q1: 65,144 shares; 2025Q2: 64,202 shares; 2025Q3: 56,364 shares; 2025Q4: 60,736 shares; 2026Q1: 54,300 shares; 2026Q2: 53,261 shares 53,261 $5.53M 0.18% -1,039 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,372 shares; 2024Q4: 3,961 shares; 2025Q1: 5,381 shares; 2025Q2: 35,560 shares; 2025Q3: 30,516 shares; 2025Q4: 30,768 shares; 2026Q1: 27,880 shares; 2026Q2: 27,880 shares 27,880 $5.51M 0.18% 0 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: 78,075 shares; 2024Q4: 76,490 shares; 2025Q1: 74,337 shares; 2025Q2: 107,490 shares; 2025Q3: 96,967 shares; 2025Q4: 95,937 shares; 2026Q1: 92,936 shares; 2026Q2: 89,903 shares 89,903 $5.37M 0.18% -3,033 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,541 shares; 2024Q4: 76,271 shares; 2025Q1: 88,794 shares; 2025Q2: 80,294 shares; 2025Q3: 78,036 shares; 2025Q4: 74,451 shares; 2026Q1: 70,370 shares; 2026Q2: 68,136 shares 68,136 $5.25M 0.17% -2,234 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: 15,830 shares; 2024Q4: 11,260 shares; 2025Q1: 11,060 shares; 2025Q2: 16,230 shares; 2025Q3: 16,018 shares; 2025Q4: 15,770 shares; 2026Q1: 15,574 shares; 2026Q2: 24,064 shares 24,064 $5.24M 0.17% +8,490 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: 114,035 shares; 2024Q4: 109,747 shares; 2025Q1: 124,836 shares; 2025Q2: 126,367 shares; 2025Q3: 112,824 shares; 2025Q4: 133,213 shares; 2026Q1: 124,212 shares; 2026Q2: 121,077 shares 121,077 $5.13M 0.17% -3,135 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: 60,171 shares; 2024Q4: 38,449 shares; 2025Q1: 33,166 shares; 2025Q2: 35,788 shares; 2025Q3: 46,403 shares; 2025Q4: 46,446 shares; 2026Q1: 37,298 shares; 2026Q2: 34,981 shares 34,981 $5.12M 0.17% -2,317 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 112,582 shares; 2024Q4: 121,648 shares; 2025Q1: 117,874 shares; 2025Q2: 113,525 shares; 2025Q3: 114,730 shares; 2025Q4: 111,010 shares; 2026Q1: 116,614 shares; 2026Q2: 109,531 shares 109,531 $5.11M 0.17% -7,083 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,139 shares; 2025Q3: 12,087 shares; 2025Q4: 14,727 shares; 2026Q1: 15,831 shares; 2026Q2: 13,053 shares 13,053 $5.05M 0.17% -2,778 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,292 shares; 2024Q4: 12,171 shares; 2025Q1: 12,207 shares; 2025Q2: 12,797 shares; 2025Q3: 12,455 shares; 2025Q4: 12,249 shares; 2026Q1: 18,111 shares; 2026Q2: 20,915 shares 20,915 $5M 0.16% +2,804 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: 23,391 shares; 2024Q4: 23,497 shares; 2025Q1: 22,459 shares; 2025Q2: 23,138 shares; 2025Q3: 20,990 shares; 2025Q4: 21,222 shares; 2026Q1: 21,863 shares; 2026Q2: 20,834 shares 20,834 $4.95M 0.16% -1,029 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: 14,451 shares; 2024Q4: 10,525 shares; 2025Q1: 18,251 shares; 2025Q2: 14,384 shares; 2025Q3: 14,771 shares; 2025Q4: 14,076 shares; 2026Q1: 13,933 shares; 2026Q2: 13,578 shares 13,578 $4.79M 0.16% -355 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 553 shares; 2024Q4: 516 shares; 2025Q1: 516 shares; 2025Q2: 21,275 shares; 2025Q3: 17,754 shares; 2025Q4: 16,620 shares; 2026Q1: 15,662 shares; 2026Q2: 15,468 shares 15,468 $4.69M 0.15% -194 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 268 shares; 2024Q4: 6,988 shares; 2025Q1: 8,232 shares; 2025Q2: 8,269 shares; 2025Q3: 8,263 shares; 2025Q4: 8,004 shares; 2026Q1: 8,648 shares; 2026Q2: 8,995 shares 8,995 $4.67M 0.15% +347 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: 83,849 shares; 2024Q4: 79,684 shares; 2025Q1: 79,083 shares; 2025Q2: 77,562 shares; 2025Q3: 67,612 shares; 2025Q4: 47,710 shares; 2026Q1: 46,753 shares; 2026Q2: 41,196 shares 41,196 $4.67M 0.15% -5,557 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 995 shares; 2024Q4: 950 shares; 2025Q1: 941 shares; 2025Q2: 988 shares; 2025Q3: 1,249 shares; 2025Q4: 925 shares; 2026Q1: 926 shares; 2026Q2: 9,972 shares 9,972 $4.57M 0.15% +9,046 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,883 shares; 2024Q4: 69,334 shares; 2025Q1: 73,089 shares; 2025Q2: 70,728 shares; 2025Q3: 72,002 shares; 2025Q4: 71,761 shares; 2026Q1: 70,169 shares; 2026Q2: 73,206 shares 73,206 $4.46M 0.15% +3,037 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,050 shares; 2024Q4: 37,214 shares; 2025Q1: 34,601 shares; 2025Q2: 35,602 shares; 2025Q3: 48,171 shares; 2025Q4: 31,778 shares; 2026Q1: 30,993 shares; 2026Q2: 36,089 shares 36,089 $4.21M 0.14% +5,096 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: 266,021 shares; 2024Q4: 214,702 shares; 2025Q1: 177,333 shares; 2025Q2: 72,532 shares; 2025Q3: 45,767 shares; 2025Q4: 45,119 shares; 2026Q1: 41,106 shares; 2026Q2: 39,028 shares 39,028 $4.2M 0.14% -2,078 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: 21,597 shares; 2024Q4: 26,315 shares; 2025Q1: 27,049 shares; 2025Q2: 21,436 shares; 2025Q3: 24,868 shares; 2025Q4: 24,622 shares; 2026Q1: 24,911 shares; 2026Q2: 25,103 shares 25,103 $4.16M 0.14% +192 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: 13,473 shares; 2024Q4: 34,487 shares; 2025Q1: 34,487 shares; 2025Q2: 24,036 shares; 2025Q3: 35,501 shares; 2025Q4: 33,123 shares; 2026Q1: 29,798 shares; 2026Q2: 29,617 shares 29,617 $4.14M 0.14% -181 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,122 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 1,632 shares; 2025Q3: 2,092 shares; 2025Q4: 20,071 shares; 2026Q1: 23,100 shares; 2026Q2: 29,849 shares 29,849 $4.08M 0.13% +6,749 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES 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: 88,565 shares; 2026Q1: 100,766 shares; 2026Q2: 101,519 shares 101,519 $4.06M 0.13% +753 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: 18,969 shares; 2024Q4: 20,041 shares; 2025Q1: 19,753 shares; 2025Q2: 17,858 shares; 2025Q3: 15,725 shares; 2025Q4: 15,879 shares; 2026Q1: 16,212 shares; 2026Q2: 14,376 shares 14,376 $3.89M 0.13% -1,836 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,647 shares; 2024Q4: 22,915 shares; 2025Q1: 23,548 shares; 2025Q2: 21,725 shares; 2025Q3: 26,765 shares; 2025Q4: 25,538 shares; 2026Q1: 29,145 shares; 2026Q2: 29,824 shares 29,824 $3.87M 0.13% +679 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,368 shares; 2024Q4: 9,935 shares; 2025Q1: 8,971 shares; 2025Q2: 9,171 shares; 2025Q3: 8,925 shares; 2025Q4: 8,722 shares; 2026Q1: 8,629 shares; 2026Q2: 16,698 shares 16,698 $3.77M 0.12% +8,069 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,351 shares; 2024Q4: 23,572 shares; 2025Q1: 22,560 shares; 2025Q2: 22,755 shares; 2025Q3: 57,930 shares; 2025Q4: 53,062 shares; 2026Q1: 29,212 shares; 2026Q2: 29,333 shares 29,333 $3.65M 0.12% +121 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: 10,911 shares; 2024Q4: 11,122 shares; 2025Q1: 11,006 shares; 2025Q2: 10,862 shares; 2025Q3: 10,489 shares; 2025Q4: 20,956 shares; 2026Q1: 19,878 shares; 2026Q2: 19,107 shares 19,107 $3.64M 0.12% -771 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: 38,938 shares; 2024Q4: 13,113 shares; 2025Q1: 14,901 shares; 2025Q2: 10,968 shares; 2025Q3: 16,578 shares; 2025Q4: 12,269 shares; 2026Q1: 13,344 shares; 2026Q2: 12,195 shares 12,195 $3.63M 0.12% -1,149 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,702 shares; 2024Q4: 31,729 shares; 2025Q1: 16,736 shares; 2025Q2: 15,443 shares; 2025Q3: 16,752 shares; 2025Q4: 16,204 shares; 2026Q1: 15,971 shares; 2026Q2: 15,308 shares 15,308 $3.62M 0.12% -663 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,648 shares; 2024Q4: 5,013 shares; 2025Q1: 4,608 shares; 2025Q2: 4,532 shares; 2025Q3: 4,516 shares; 2025Q4: 4,916 shares; 2026Q1: 4,916 shares; 2026Q2: 4,914 shares 4,914 $3.46M 0.11% -2 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,004 shares; 2024Q4: 9,821 shares; 2025Q1: 9,722 shares; 2025Q2: 10,334 shares; 2025Q3: 10,529 shares; 2025Q4: 10,460 shares; 2026Q1: 10,325 shares; 2026Q2: 9,851 shares 9,851 $3.37M 0.11% -474 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: 2,720 shares; 2024Q4: 2,592 shares; 2025Q1: 2,659 shares; 2025Q2: 38,123 shares; 2025Q3: 35,139 shares; 2025Q4: 34,922 shares; 2026Q1: 35,228 shares; 2026Q2: 35,726 shares 35,726 $3.29M 0.11% +498 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: 8,591 shares; 2024Q4: 9,294 shares; 2025Q1: 10,195 shares; 2025Q2: 10,618 shares; 2025Q3: 11,304 shares; 2025Q4: 11,077 shares; 2026Q1: 11,077 shares; 2026Q2: 10,927 shares 10,927 $3.28M 0.11% -150 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: 22,543 shares; 2024Q4: 28,090 shares; 2025Q1: 28,439 shares; 2025Q2: 26,255 shares; 2025Q3: 27,919 shares; 2025Q4: 23,736 shares; 2026Q1: 23,286 shares; 2026Q2: 23,821 shares 23,821 $3.23M 0.11% +535 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: 49,701 shares; 2024Q4: 43,836 shares; 2025Q1: 48,377 shares; 2025Q2: 54,941 shares; 2025Q3: 58,764 shares; 2025Q4: 56,289 shares; 2026Q1: 57,182 shares; 2026Q2: 35,315 shares 35,315 $3.2M 0.11% -21,867 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,392 shares; 2024Q4: 32,394 shares; 2025Q1: 31,321 shares; 2025Q2: 30,433 shares; 2025Q3: 33,885 shares; 2025Q4: 33,608 shares; 2026Q1: 32,808 shares; 2026Q2: 31,908 shares 31,908 $3.08M 0.1% -900 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180,213 shares; 2024Q4: 164,770 shares; 2025Q1: 159,385 shares; 2025Q2: 155,793 shares; 2025Q3: 155,793 shares; 2025Q4: 151,059 shares; 2026Q1: 147,273 shares; 2026Q2: 143,872 shares 143,872 $2.92M 0.1% -3,401 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: 2,767 shares; 2024Q4: 2,769 shares; 2025Q1: 2,590 shares; 2025Q2: 3,196 shares; 2025Q3: 3,417 shares; 2025Q4: 3,262 shares; 2026Q1: 3,316 shares; 2026Q2: 3,095 shares 3,095 $2.9M 0.1% -221 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: 43,680 shares; 2024Q4: 31,665 shares; 2025Q1: 32,744 shares; 2025Q2: 34,437 shares; 2025Q3: 42,332 shares; 2025Q4: 41,295 shares; 2026Q1: 40,027 shares; 2026Q2: 34,755 shares 34,755 $2.87M 0.09% -5,272 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; 2024Q3: 123,078 shares; 2024Q4: 105,413 shares; 2025Q1: 106,917 shares; 2025Q2: 118,759 shares; 2025Q3: 136,290 shares; 2025Q4: 152,552 shares; 2026Q1: 163,260 shares; 2026Q2: 56,066 shares 56,066 $2.84M 0.09% -107,194 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: 33,147 shares; 2024Q4: 30,562 shares; 2025Q1: 32,412 shares; 2025Q2: 38,727 shares; 2025Q3: 38,709 shares; 2025Q4: 25,859 shares; 2026Q1: 22,070 shares; 2026Q2: 21,390 shares 21,390 $2.77M 0.09% -680 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,065 shares; 2024Q4: 3,337 shares; 2025Q1: 5,135 shares; 2025Q2: 3,635 shares; 2025Q3: 28,409 shares; 2025Q4: 30,393 shares; 2026Q1: 29,265 shares; 2026Q2: 29,109 shares 29,109 $2.72M 0.09% -156 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: 12,101 shares; 2024Q4: 9,472 shares; 2025Q1: 8,641 shares; 2025Q2: 7,655 shares; 2025Q3: 8,012 shares; 2025Q4: 8,797 shares; 2026Q1: 8,304 shares; 2026Q2: 7,380 shares 7,380 $2.67M 0.09% -924 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,412 shares; 2024Q4: 7,970 shares; 2025Q1: 8,514 shares; 2025Q2: 8,900 shares; 2025Q3: 7,868 shares; 2025Q4: 6,766 shares; 2026Q1: 7,639 shares; 2026Q2: 8,362 shares 8,362 $2.66M 0.09% +723 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,716 shares; 2025Q1: 22,421 shares; 2025Q2: 27,880 shares; 2025Q3: 24,681 shares; 2025Q4: 33,162 shares; 2026Q1: 33,597 shares; 2026Q2: 29,898 shares 29,898 $2.58M 0.08% -3,699 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: 3,489 shares; 2024Q4: 3,607 shares; 2025Q1: 2,739 shares; 2025Q2: 3,424 shares; 2025Q3: 4,367 shares; 2025Q4: 4,247 shares; 2026Q1: 3,884 shares; 2026Q2: 3,733 shares 3,733 $2.56M 0.08% -151 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: 90,058 shares; 2024Q4: 58,431 shares; 2025Q1: 86,494 shares; 2025Q2: 121,497 shares; 2025Q3: 118,145 shares; 2025Q4: 138,314 shares; 2026Q1: 114,948 shares; 2026Q2: 106,460 shares 106,460 $2.56M 0.08% -8,488 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,676 shares; 2024Q4: 5,590 shares; 2025Q1: 7,127 shares; 2025Q2: 5,567 shares; 2025Q3: 735 shares; 2025Q4: 516 shares; 2026Q1: 516 shares; 2026Q2: 9,760 shares 9,760 $2.54M 0.08% +9,244 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,173 shares; 2024Q4: 7,809 shares; 2025Q1: 7,185 shares; 2025Q2: 8,471 shares; 2025Q3: 8,084 shares; 2025Q4: 8,469 shares; 2026Q1: 6,793 shares; 2026Q2: 6,054 shares 6,054 $2.52M 0.08% -739 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,950 shares; 2024Q4: 41,333 shares; 2025Q1: 42,712 shares; 2025Q2: 25,366 shares; 2025Q3: 27,010 shares; 2025Q4: 34,910 shares; 2026Q1: 30,390 shares; 2026Q2: 21,922 shares 21,922 $2.49M 0.08% -8,468 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,742 shares; 2024Q4: 3,977 shares; 2025Q1: 9,795 shares; 2025Q2: 11,008 shares; 2025Q3: 12,407 shares; 2025Q4: 11,408 shares; 2026Q1: 11,036 shares; 2026Q2: 13,486 shares 13,486 $2.46M 0.08% +2,450 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,004 shares; 2024Q4: 2,692 shares; 2025Q1: 2,836 shares; 2025Q2: 2,918 shares; 2025Q3: 5,640 shares; 2025Q4: 4,091 shares; 2026Q1: 4,989 shares; 2026Q2: 4,542 shares 4,542 $2.33M 0.08% -447 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,675 shares; 2024Q4: 9,237 shares; 2025Q1: 9,615 shares; 2025Q2: 10,438 shares; 2025Q3: 14,480 shares; 2025Q4: 13,107 shares; 2026Q1: 14,282 shares; 2026Q2: 11,166 shares 11,166 $2.29M 0.08% -3,116 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,085 shares; 2024Q4: 22,669 shares; 2025Q1: 22,953 shares; 2025Q2: 20,992 shares; 2025Q3: 22,530 shares; 2025Q4: 20,279 shares; 2026Q1: 20,764 shares; 2026Q2: 18,332 shares 18,332 $2.28M 0.08% -2,432 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,828 shares; 2024Q4: 61,122 shares; 2025Q1: 65,609 shares; 2025Q2: 78,084 shares; 2025Q3: 75,717 shares; 2025Q4: 63,246 shares; 2026Q1: 76,097 shares; 2026Q2: 79,944 shares 79,944 $2.16M 0.07% +3,847 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,502 shares; 2024Q4: 8,983 shares; 2025Q1: 9,330 shares; 2025Q2: 9,513 shares; 2025Q3: 9,321 shares; 2025Q4: 10,539 shares; 2026Q1: 10,155 shares; 2026Q2: 9,951 shares 9,951 $2.16M 0.07% -204 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,987 shares; 2024Q4: 125,780 shares; 2025Q1: 130,505 shares; 2025Q2: 127,919 shares; 2025Q3: 115,152 shares; 2025Q4: 99,567 shares; 2026Q1: 96,339 shares; 2026Q2: 102,715 shares 102,715 $2.13M 0.07% +6,376 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,347 shares; 2024Q4: 18,550 shares; 2025Q1: 18,406 shares; 2025Q2: 22,645 shares; 2025Q3: 18,790 shares; 2025Q4: 18,346 shares; 2026Q1: 17,190 shares; 2026Q2: 16,791 shares 16,791 $2.12M 0.07% -399 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,003 shares; 2024Q4: 5,477 shares; 2025Q1: 5,577 shares; 2025Q2: 12,287 shares; 2025Q3: 11,753 shares; 2025Q4: 13,453 shares; 2026Q1: 13,453 shares; 2026Q2: 13,303 shares 13,303 $2.08M 0.07% -150 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: 1,314 shares; 2024Q4: 693 shares; 2025Q1: 708 shares; 2025Q2: 716 shares; 2025Q3: 3,851 shares; 2025Q4: 32,927 shares; 2026Q1: 38,861 shares; 2026Q2: 28,651 shares 28,651 $2.05M 0.07% -10,210 Timeline CATH 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: 23,030 shares; 2024Q4: 23,030 shares; 2025Q1: 23,030 shares; 2025Q2: 23,030 shares; 2025Q3: 23,030 shares; 2025Q4: 23,030 shares; 2026Q1: 23,030 shares; 2026Q2: 23,030 shares 23,030 $2.04M 0.07% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,813 shares; 2024Q4: 2,653 shares; 2025Q1: 2,951 shares; 2025Q2: 3,278 shares; 2025Q3: 3,146 shares; 2025Q4: 3,217 shares; 2026Q1: 3,418 shares; 2026Q2: 3,250 shares 3,250 $2.03M 0.07% -168 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; 2024Q3: 27,805 shares; 2024Q4: 27,400 shares; 2025Q1: 27,712 shares; 2025Q2: 21,743 shares; 2025Q3: 22,801 shares; 2025Q4: 23,208 shares; 2026Q1: 26,071 shares; 2026Q2: 26,315 shares 26,315 $2.02M 0.07% +244 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,818 shares; 2024Q4: 2,732 shares; 2025Q1: 2,999 shares; 2025Q2: 2,963 shares; 2025Q3: 2,913 shares; 2025Q4: 2,970 shares; 2026Q1: 2,896 shares; 2026Q2: 2,714 shares 2,714 $2M 0.07% -182 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,759 shares; 2024Q4: 14,555 shares; 2025Q1: 14,534 shares; 2025Q2: 10,490 shares; 2025Q3: 11,253 shares; 2025Q4: 12,292 shares; 2026Q1: 13,145 shares; 2026Q2: 13,714 shares 13,714 $1.96M 0.06% +569 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,131 shares; 2024Q4: 1,884 shares; 2025Q1: 6,811 shares; 2025Q2: 7,247 shares; 2025Q3: 7,393 shares; 2025Q4: 5,965 shares; 2026Q1: 5,878 shares; 2026Q2: 5,876 shares 5,876 $1.94M 0.06% -2 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: 18,566 shares; 2024Q4: 14,969 shares; 2025Q1: 16,120 shares; 2025Q2: 14,832 shares; 2025Q3: 17,792 shares; 2025Q4: 17,046 shares; 2026Q1: 17,376 shares; 2026Q2: 14,277 shares 14,277 $1.92M 0.06% -3,099 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,384 shares; 2024Q4: 63,698 shares; 2025Q1: 66,346 shares; 2025Q2: 72,767 shares; 2025Q3: 60,842 shares; 2025Q4: 60,966 shares; 2026Q1: 61,709 shares; 2026Q2: 62,134 shares 62,134 $1.89M 0.06% +425 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,463 shares; 2024Q4: 4,119 shares; 2025Q1: 13,407 shares; 2025Q2: 13,441 shares; 2025Q3: 11,948 shares; 2025Q4: 11,902 shares; 2026Q1: 11,599 shares; 2026Q2: 11,608 shares 11,608 $1.88M 0.06% +9 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,779 shares; 2025Q4: 3,197 shares; 2026Q1: 4,539 shares; 2026Q2: 3,963 shares 3,963 $1.82M 0.06% -576 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,174 shares; 2024Q4: 17,251 shares; 2025Q1: 26,576 shares; 2025Q2: 21,515 shares; 2025Q3: 23,076 shares; 2025Q4: 27,451 shares; 2026Q1: 27,070 shares; 2026Q2: 41,840 shares 41,840 $1.73M 0.06% +14,770 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: 1,781 shares; 2024Q4: 1,879 shares; 2025Q1: 2,450 shares; 2025Q2: 2,564 shares; 2025Q3: 7,932 shares; 2025Q4: 4,191 shares; 2026Q1: 9,309 shares; 2026Q2: 9,037 shares 9,037 $1.71M 0.06% -272 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,521 shares; 2024Q4: 4,086 shares; 2025Q1: 3,564 shares; 2025Q2: 3,438 shares; 2025Q3: 7,580 shares; 2025Q4: 4,288 shares; 2026Q1: 8,003 shares; 2026Q2: 7,589 shares 7,589 $1.67M 0.06% -414 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,192 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 3,616 shares; 2025Q3: 4,087 shares; 2025Q4: 3,716 shares; 2026Q1: 3,854 shares; 2026Q2: 3,803 shares 3,803 $1.62M 0.05% -51 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: 5,764 shares; 2024Q4: 11,118 shares; 2025Q1: 11,304 shares; 2025Q2: 11,118 shares; 2025Q3: 12,416 shares; 2025Q4: 12,416 shares; 2026Q1: 11,391 shares; 2026Q2: 11,756 shares 11,756 $1.62M 0.05% +365 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: 4,248 shares; 2024Q4: 1,787 shares; 2025Q1: 782 shares; 2025Q2: 907 shares; 2025Q3: 4,368 shares; 2025Q4: 2,328 shares; 2026Q1: 4,815 shares; 2026Q2: 3,947 shares 3,947 $1.57M 0.05% -868 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: 28,716 shares; 2024Q4: 28,378 shares; 2025Q1: 27,636 shares; 2025Q2: 26,618 shares; 2025Q3: 25,007 shares; 2025Q4: 22,537 shares; 2026Q1: 21,184 shares; 2026Q2: 21,858 shares 21,858 $1.56M 0.05% +674 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: 6,555 shares 6,555 $1.45M 0.05% 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; 2024Q3: 32,024 shares; 2024Q4: 28,364 shares; 2025Q1: 32,914 shares; 2025Q2: 30,874 shares; 2025Q3: 23,621 shares; 2025Q4: 22,375 shares; 2026Q1: 21,245 shares; 2026Q2: 18,327 shares 18,327 $1.45M 0.05% -2,918 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,958 shares; 2024Q4: 9,068 shares; 2025Q1: 9,390 shares; 2025Q2: 11,070 shares; 2025Q3: 11,860 shares; 2025Q4: 8,191 shares; 2026Q1: 12,064 shares; 2026Q2: 12,828 shares 12,828 $1.42M 0.05% +764 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,400 shares; 2025Q3: 12,100 shares; 2025Q4: 23,200 shares; 2026Q1: 24,700 shares; 2026Q2: 34,700 shares 34,700 $1.42M 0.05% +10,000 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,819 shares; 2024Q4: 10,727 shares; 2025Q1: 10,400 shares; 2025Q2: 10,356 shares; 2025Q3: 10,422 shares; 2025Q4: 8,671 shares; 2026Q1: 7,938 shares; 2026Q2: 8,045 shares 8,045 $1.4M 0.05% +107 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,464 shares; 2026Q1: 27,272 shares; 2026Q2: 25,427 shares 25,427 $1.39M 0.05% -1,845 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: 6,886 shares; 2024Q4: 4,291 shares; 2025Q1: 4,291 shares; 2025Q2: 5,036 shares; 2025Q3: 11,049 shares; 2025Q4: 6,261 shares; 2026Q1: 9,494 shares; 2026Q2: 9,494 shares 9,494 $1.36M 0.04% 0 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: 6,132 shares; 2024Q4: 9,750 shares; 2025Q1: 9,935 shares; 2025Q2: 32,540 shares; 2025Q3: 30,000 shares; 2025Q4: 25,110 shares; 2026Q1: 20,196 shares; 2026Q2: 19,680 shares 19,680 $1.35M 0.04% -516 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,110 shares; 2024Q4: 15,917 shares; 2025Q1: 15,381 shares; 2025Q2: 15,275 shares; 2025Q3: 10,814 shares; 2025Q4: 9,878 shares; 2026Q1: 9,644 shares; 2026Q2: 9,205 shares 9,205 $1.34M 0.04% -439 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,117 shares; 2024Q4: 3,895 shares; 2025Q1: 3,698 shares; 2025Q2: 7,860 shares; 2025Q3: 8,116 shares; 2025Q4: 8,610 shares; 2026Q1: 9,115 shares; 2026Q2: 8,568 shares 8,568 $1.3M 0.04% -547 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: 3,943 shares; 2024Q4: 2,039 shares; 2025Q1: 1,966 shares; 2025Q2: 2,683 shares; 2025Q3: 2,657 shares; 2025Q4: 2,681 shares; 2026Q1: 2,574 shares; 2026Q2: 15,020 shares 15,020 $1.29M 0.04% +12,446 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES 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: 9,683 shares; 2026Q1: 11,315 shares; 2026Q2: 10,993 shares 10,993 $1.29M 0.04% -322 Timeline VSS 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: 430 shares; 2024Q4: 430 shares; 2025Q1: 370 shares; 2025Q2: 12,799 shares; 2025Q3: 9,645 shares; 2025Q4: 9,370 shares; 2026Q1: 8,310 shares; 2026Q2: 8,235 shares 8,235 $1.27M 0.04% -75 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: 4,419 shares; 2024Q4: 4,419 shares; 2025Q1: 10,156 shares; 2025Q2: 16,288 shares; 2025Q3: 15,826 shares; 2025Q4: 13,755 shares; 2026Q1: 13,755 shares; 2026Q2: 13,648 shares 13,648 $1.25M 0.04% -107 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares; 2026Q2: 7,500 shares 7,500 $1.24M 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,533 shares; 2024Q4: 18,639 shares; 2025Q1: 20,133 shares; 2025Q2: 19,083 shares; 2025Q3: 19,852 shares; 2025Q4: 21,165 shares; 2026Q1: 22,751 shares; 2026Q2: 6,146 shares 6,146 $1.23M 0.04% -16,605 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: 4,575 shares; 2024Q4: 15,866 shares; 2025Q1: 18,202 shares; 2025Q2: 16,466 shares; 2025Q3: 16,135 shares; 2025Q4: 18,797 shares; 2026Q1: 17,928 shares; 2026Q2: 21,307 shares 21,307 $1.23M 0.04% +3,379 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: 7,570 shares; 2024Q4: 13,103 shares; 2025Q1: 10,260 shares; 2025Q2: 10,914 shares; 2025Q3: 14,235 shares; 2025Q4: 15,189 shares; 2026Q1: 15,251 shares; 2026Q2: 14,895 shares 14,895 $1.22M 0.04% -356 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,475 shares; 2024Q4: 15,475 shares; 2025Q1: 16,470 shares; 2025Q2: 17,420 shares; 2025Q3: 17,420 shares; 2025Q4: 16,900 shares; 2026Q1: 16,900 shares; 2026Q2: 14,250 shares 14,250 $1.19M 0.04% -2,650 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 122 shares; 2024Q4: 8,144 shares; 2025Q1: 8,144 shares; 2025Q2: 8,022 shares; 2025Q3: 10,781 shares; 2025Q4: 8,914 shares; 2026Q1: 8,064 shares; 2026Q2: 8,049 shares 8,049 $1.18M 0.04% -15 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,175 shares; 2024Q4: 1,776 shares; 2025Q1: 2,564 shares; 2025Q2: 2,494 shares; 2025Q3: 4,570 shares; 2025Q4: 2,306 shares; 2026Q1: 15,197 shares; 2026Q2: 16,187 shares 16,187 $1.17M 0.04% +990 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,993 shares; 2024Q4: 25,658 shares; 2025Q1: 22,775 shares; 2025Q2: 16,010 shares; 2025Q3: 17,196 shares; 2025Q4: 13,340 shares; 2026Q1: 16,414 shares; 2026Q2: 22,156 shares 22,156 $1.16M 0.04% +5,742 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: 12,500 shares; 2024Q4: 10,033 shares; 2025Q1: 10,173 shares; 2025Q2: 9,974 shares; 2025Q3: 11,605 shares; 2025Q4: 12,044 shares; 2026Q1: 11,245 shares; 2026Q2: 7,938 shares 7,938 $1.16M 0.04% -3,307 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: 5,031 shares; 2024Q4: 3,701 shares; 2025Q1: 3,608 shares; 2025Q2: 4,489 shares; 2025Q3: 3,705 shares; 2025Q4: 5,236 shares; 2026Q1: 5,160 shares; 2026Q2: 5,210 shares 5,210 $1.15M 0.04% +50 Timeline CWB 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: 5,875 shares; 2024Q4: 9,123 shares; 2025Q1: 9,523 shares; 2025Q2: 11,223 shares; 2025Q3: 10,873 shares; 2025Q4: 10,873 shares; 2026Q1: 10,258 shares; 2026Q2: 10,258 shares 10,258 $1.11M 0.04% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,325 shares; 2024Q4: 1,125 shares; 2025Q1: 1,192 shares; 2025Q2: 1,371 shares; 2025Q3: 5,605 shares; 2025Q4: 2,498 shares; 2026Q1: 5,646 shares; 2026Q2: 5,460 shares 5,460 $1.1M 0.04% -186 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,159 shares; 2024Q4: 3,016 shares; 2025Q1: 2,118 shares; 2025Q2: 3,394 shares; 2025Q3: 3,721 shares; 2025Q4: 2,808 shares; 2026Q1: 2,527 shares; 2026Q2: 2,579 shares 2,579 $1.08M 0.04% +52 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,362 shares; 2024Q4: 2,804 shares; 2025Q1: 2,508 shares; 2025Q2: 6,531 shares; 2025Q3: 6,615 shares; 2025Q4: 6,377 shares; 2026Q1: 7,411 shares; 2026Q2: 6,555 shares 6,555 $1.08M 0.04% -856 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: 2,839 shares; 2024Q4: 448 shares; 2025Q1: 681 shares; 2025Q2: 666 shares; 2025Q3: 10,344 shares; 2025Q4: 5,610 shares; 2026Q1: 10,610 shares; 2026Q2: 8,571 shares 8,571 $1.06M 0.03% -2,039 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; 2024Q3: 122,773 shares; 2024Q4: 120,413 shares; 2025Q1: 134,404 shares; 2025Q2: 84,974 shares; 2025Q3: 36,783 shares; 2025Q4: 27,147 shares; 2026Q1: 45,267 shares; 2026Q2: 42,327 shares 42,327 $1.04M 0.03% -2,940 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: 5,799 shares; 2024Q4: 3,921 shares; 2025Q1: 8,459 shares; 2025Q2: 5,276 shares; 2025Q3: 6,845 shares; 2025Q4: 7,899 shares; 2026Q1: 7,751 shares; 2026Q2: 7,944 shares 7,944 $1.04M 0.03% +193 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,583 shares; 2024Q4: 11,768 shares; 2025Q1: 10,493 shares; 2025Q2: 9,922 shares; 2025Q3: 10,055 shares; 2025Q4: 8,225 shares; 2026Q1: 9,660 shares; 2026Q2: 10,381 shares 10,381 $1.02M 0.03% +721 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,830 shares; 2024Q4: 12,674 shares; 2025Q1: 12,674 shares; 2025Q2: 12,674 shares; 2025Q3: 12,674 shares; 2025Q4: 12,674 shares; 2026Q1: 12,674 shares; 2026Q2: 12,674 shares 12,674 $1.01M 0.03% 0 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: 1,104 shares; 2024Q4: 706 shares; 2025Q1: 904 shares; 2025Q2: 644 shares; 2025Q3: 1,011 shares; 2025Q4: 869 shares; 2026Q1: 869 shares; 2026Q2: 858 shares 858 $990K 0.03% -11 Timeline MEC MAYVILLE ENGR CO INC More: the full row for MAYVILLE ENGR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,475 shares; 2026Q1: 16,475 shares; 2026Q2: 26,000 shares 26,000 $974K 0.03% +9,525 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 144 shares; 2025Q4: 13,007 shares; 2026Q1: 13,054 shares; 2026Q2: 9,308 shares 9,308 $958K 0.03% -3,746 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,659 shares; 2025Q4: 1,226 shares; 2026Q1: 1,100 shares; 2026Q2: 1,100 shares 1,100 $944K 0.03% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,970 shares; 2024Q4: 9,970 shares; 2025Q1: 7,970 shares; 2025Q2: 6,970 shares; 2025Q3: 8,170 shares; 2025Q4: 6,970 shares; 2026Q1: 6,770 shares; 2026Q2: 6,270 shares 6,270 $930K 0.03% -500 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,244 shares; 2024Q4: 1,820 shares; 2025Q1: 2,064 shares; 2025Q2: 2,777 shares; 2025Q3: 2,613 shares; 2025Q4: 2,624 shares; 2026Q1: 2,621 shares; 2026Q2: 2,648 shares 2,648 $908K 0.03% +27 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: 403 shares; 2024Q4: 268 shares; 2025Q1: 663 shares; 2025Q2: 2,538 shares; 2025Q3: 2,673 shares; 2025Q4: 2,661 shares; 2026Q1: 2,542 shares; 2026Q2: 1,826 shares 1,826 $874K 0.03% -716 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: 2,820 shares; 2024Q4: 1,050 shares; 2025Q1: 1,332 shares; 2025Q2: 1,237 shares; 2025Q3: 4,427 shares; 2025Q4: 3,319 shares; 2026Q1: 3,262 shares; 2026Q2: 2,335 shares 2,335 $873K 0.03% -927 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: 765 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 765 shares; 2026Q1: 903 shares; 2026Q2: 7,224 shares 7,224 $863K 0.03% +6,321 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: 25,709 shares; 2024Q4: 24,282 shares; 2025Q1: 24,214 shares; 2025Q2: 12,190 shares; 2025Q3: 11,580 shares; 2025Q4: 8,742 shares; 2026Q1: 3,400 shares; 2026Q2: 2,442 shares 2,442 $855K 0.03% -958 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,725 shares; 2024Q4: 667 shares; 2025Q1: 1,123 shares; 2025Q2: 361 shares; 2025Q3: 1,000 shares; 2025Q4: 755 shares; 2026Q1: 1,333 shares; 2026Q2: 1,343 shares 1,343 $854K 0.03% +10 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,531 shares; 2025Q1: 7,331 shares; 2025Q2: 7,857 shares; 2025Q3: 7,812 shares; 2025Q4: 7,785 shares; 2026Q1: 7,763 shares; 2026Q2: 7,342 shares 7,342 $843K 0.03% -421 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: 1,131 shares; 2024Q4: 639 shares; 2025Q1: 560 shares; 2025Q2: 706 shares; 2025Q3: 3,322 shares; 2025Q4: 1,252 shares; 2026Q1: 2,803 shares; 2026Q2: 2,668 shares 2,668 $842K 0.03% -135 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,977 shares; 2024Q4: 7,162 shares; 2025Q1: 6,980 shares; 2025Q2: 7,128 shares; 2025Q3: 6,588 shares; 2025Q4: 5,307 shares; 2026Q1: 4,630 shares; 2026Q2: 4,500 shares 4,500 $837K 0.03% -130 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 5,456 shares; 2025Q3: 5,544 shares; 2025Q4: 5,528 shares; 2026Q1: 5,528 shares; 2026Q2: 7,456 shares 7,456 $825K 0.03% +1,928 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,820 shares; 2024Q4: 1,448 shares; 2025Q1: 8,868 shares; 2025Q2: 1,393 shares; 2025Q3: 7,647 shares; 2025Q4: 7,619 shares; 2026Q1: 8,087 shares; 2026Q2: 7,871 shares 7,871 $818K 0.03% -216 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,542 shares; 2024Q4: 24,696 shares; 2025Q1: 24,696 shares; 2025Q2: 24,696 shares; 2025Q3: 24,724 shares; 2025Q4: 26,290 shares; 2026Q1: 25,743 shares; 2026Q2: 25,743 shares 25,743 $816K 0.03% 0 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: 17,663 shares; 2024Q4: 11,583 shares; 2025Q1: 12,506 shares; 2025Q2: 9,951 shares; 2025Q3: 17,014 shares; 2025Q4: 10,945 shares; 2026Q1: 12,025 shares; 2026Q2: 8,845 shares 8,845 $816K 0.03% -3,180 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,853 shares; 2024Q4: 3,135 shares; 2025Q1: 4,861 shares; 2025Q2: 2,781 shares; 2025Q3: 3,034 shares; 2025Q4: 3,081 shares; 2026Q1: 2,977 shares; 2026Q2: 2,962 shares 2,962 $806K 0.03% -15 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,732 shares; 2024Q4: not reported; 2025Q1: 2,730 shares; 2025Q2: 457 shares; 2025Q3: 8,941 shares; 2025Q4: 2,086 shares; 2026Q1: 10,304 shares; 2026Q2: 10,126 shares 10,126 $798K 0.03% -178 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 719 shares; 2025Q1: 726 shares; 2025Q2: 841 shares; 2025Q3: 1,064 shares; 2025Q4: 883 shares; 2026Q1: 870 shares; 2026Q2: 820 shares 820 $788K 0.03% -50 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,510 shares; 2024Q4: 1,510 shares; 2025Q1: 1,510 shares; 2025Q2: 1,510 shares; 2025Q3: 1,510 shares; 2025Q4: 1,495 shares; 2026Q1: 1,495 shares; 2026Q2: 1,495 shares 1,495 $783K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,503 shares; 2024Q4: 5,370 shares; 2025Q1: 4,921 shares; 2025Q2: 3,993 shares; 2025Q3: 3,580 shares; 2025Q4: 1,507 shares; 2026Q1: 1,353 shares; 2026Q2: 1,083 shares 1,083 $772K 0.03% -270 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: 5,035 shares; 2024Q4: 4,490 shares; 2025Q1: 5,502 shares; 2025Q2: 4,256 shares; 2025Q3: 5,391 shares; 2025Q4: 5,331 shares; 2026Q1: 4,944 shares; 2026Q2: 4,893 shares 4,893 $769K 0.03% -51 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,165 shares; 2024Q4: 611 shares; 2025Q1: 1,089 shares; 2025Q2: 3,388 shares; 2025Q3: 3,715 shares; 2025Q4: 3,906 shares; 2026Q1: 3,906 shares; 2026Q2: 1,323 shares 1,323 $769K 0.03% -2,583 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,009 shares; 2024Q4: 1,017 shares; 2025Q1: 1,454 shares; 2025Q2: 919 shares; 2025Q3: 7,039 shares; 2025Q4: 7,004 shares; 2026Q1: 6,517 shares; 2026Q2: 7,086 shares 7,086 $762K 0.03% +569 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: 48 shares; 2024Q4: 9 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 63 shares; 2025Q4: 54 shares; 2026Q1: 1,671 shares; 2026Q2: 1,437 shares 1,437 $756K 0.02% -234 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,497 shares; 2024Q4: 8,355 shares; 2025Q1: 8,299 shares; 2025Q2: 8,088 shares; 2025Q3: 7,194 shares; 2025Q4: 7,153 shares; 2026Q1: 5,215 shares; 2026Q2: 2,008 shares 2,008 $754K 0.02% -3,207 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: 1,936 shares; 2024Q4: 1,748 shares; 2025Q1: 1,740 shares; 2025Q2: 1,673 shares; 2025Q3: 1,724 shares; 2025Q4: 1,746 shares; 2026Q1: 1,719 shares; 2026Q2: 1,487 shares 1,487 $746K 0.02% -232 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,623 shares; 2024Q4: 12,787 shares; 2025Q1: 12,603 shares; 2025Q2: 12,242 shares; 2025Q3: 9,633 shares; 2025Q4: 9,604 shares; 2026Q1: 8,581 shares; 2026Q2: 8,523 shares 8,523 $729K 0.02% -58 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: 39,608 shares; 2024Q4: 10,614 shares; 2025Q1: 22,987 shares; 2025Q2: 13,191 shares; 2025Q3: 14,496 shares; 2025Q4: 14,830 shares; 2026Q1: 14,213 shares; 2026Q2: 12,621 shares 12,621 $719K 0.02% -1,592 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,675 shares; 2024Q4: 2,807 shares; 2025Q1: 2,857 shares; 2025Q2: 2,904 shares; 2025Q3: 2,566 shares; 2025Q4: 2,505 shares; 2026Q1: 2,312 shares; 2026Q2: 8,736 shares 8,736 $704K 0.02% +6,424 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: 1,354 shares; 2025Q2: 1,281 shares; 2025Q3: 1,307 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares; 2026Q2: 1,281 shares 1,281 $690K 0.02% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,400 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 4,148 shares; 2025Q3: 8,799 shares; 2025Q4: 4,427 shares; 2026Q1: 3,827 shares; 2026Q2: 8,998 shares 8,998 $686K 0.02% +5,171 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 207 shares; 2026Q1: 20,064 shares; 2026Q2: 20,625 shares 20,625 $672K 0.02% +561 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123 shares; 2024Q4: 324 shares; 2025Q1: 255 shares; 2025Q2: 540 shares; 2025Q3: 566 shares; 2025Q4: 587 shares; 2026Q1: 1,638 shares; 2026Q2: 1,594 shares 1,594 $664K 0.02% -44 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161 shares; 2024Q4: 413 shares; 2025Q1: 3,214 shares; 2025Q2: 2,854 shares; 2025Q3: 9,720 shares; 2025Q4: 9,781 shares; 2026Q1: 10,662 shares; 2026Q2: 14,990 shares 14,990 $658K 0.02% +4,328 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,200 shares; 2024Q4: 2,046 shares; 2025Q1: 2,364 shares; 2025Q2: 3,598 shares; 2025Q3: 5,041 shares; 2025Q4: 4,935 shares; 2026Q1: 3,229 shares; 2026Q2: 3,522 shares 3,522 $651K 0.02% +293 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,761 shares; 2024Q4: 16,762 shares; 2025Q1: 17,232 shares; 2025Q2: 16,276 shares; 2025Q3: 14,050 shares; 2025Q4: 13,135 shares; 2026Q1: 12,765 shares; 2026Q2: 11,688 shares 11,688 $649K 0.02% -1,077 Timeline SJNK 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: 34,000 shares; 2025Q3: 35,000 shares; 2025Q4: 45,000 shares; 2026Q1: 44,500 shares; 2026Q2: 25,000 shares 25,000 $626K 0.02% -19,500 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,263 shares; 2024Q4: not reported; 2025Q1: 2,360 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 26 shares; 2026Q1: 13,927 shares; 2026Q2: 13,748 shares 13,748 $623K 0.02% -179 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,506 shares; 2024Q4: 1,517 shares; 2025Q1: 1,341 shares; 2025Q2: 1,309 shares; 2025Q3: 1,609 shares; 2025Q4: 1,364 shares; 2026Q1: 1,226 shares; 2026Q2: 1,204 shares 1,204 $613K 0.02% -22 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: 494 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 626 shares; 2025Q3: 1,470 shares; 2025Q4: 901 shares; 2026Q1: 626 shares; 2026Q2: 633 shares 633 $611K 0.02% +7 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,893 shares; 2024Q4: 12,279 shares; 2025Q1: 12,201 shares; 2025Q2: 8,474 shares; 2025Q3: 8,553 shares; 2025Q4: 9,301 shares; 2026Q1: 9,181 shares; 2026Q2: 11,368 shares 11,368 $609K 0.02% +2,187 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: 16,143 shares; 2024Q4: 14,363 shares; 2025Q1: 14,065 shares; 2025Q2: 13,640 shares; 2025Q3: 12,351 shares; 2025Q4: 11,738 shares; 2026Q1: 10,513 shares; 2026Q2: 10,456 shares 10,456 $594K 0.02% -57 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144 shares; 2024Q4: 31 shares; 2025Q1: 299 shares; 2025Q2: 335 shares; 2025Q3: 6,851 shares; 2025Q4: 1,539 shares; 2026Q1: 5,964 shares; 2026Q2: 4,380 shares 4,380 $552K 0.02% -1,584 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,261 shares; 2024Q4: 7,068 shares; 2025Q1: 6,893 shares; 2025Q2: 6,153 shares; 2025Q3: 5,662 shares; 2025Q4: 4,087 shares; 2026Q1: 3,357 shares; 2026Q2: 3,357 shares 3,357 $551K 0.02% 0 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,634 shares; 2024Q4: 89,797 shares; 2025Q1: 80,195 shares; 2025Q2: 68,000 shares; 2025Q3: 55,500 shares; 2025Q4: 53,707 shares; 2026Q1: 53,707 shares; 2026Q2: 53,707 shares 53,707 $549K 0.02% 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: 4,258 shares; 2024Q4: 1,558 shares; 2025Q1: 1,611 shares; 2025Q2: 1,528 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,225 shares; 2026Q2: 2,416 shares 2,416 $549K 0.02% +191 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,868 shares; 2024Q4: 7,525 shares; 2025Q1: 8,187 shares; 2025Q2: 2,009 shares; 2025Q3: 1,845 shares; 2025Q4: 1,768 shares; 2026Q1: 1,676 shares; 2026Q2: 4,328 shares 4,328 $548K 0.02% +2,652 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: 1,349 shares; 2024Q4: 1,918 shares; 2025Q1: 1,776 shares; 2025Q2: 3,216 shares; 2025Q3: 3,692 shares; 2025Q4: 3,371 shares; 2026Q1: 2,718 shares; 2026Q2: 2,617 shares 2,617 $547K 0.02% -101 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,439 shares; 2025Q4: 2,797 shares; 2026Q1: 3,385 shares; 2026Q2: 4,943 shares 4,943 $535K 0.02% +1,558 Timeline VCIT 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: 1,874 shares; 2024Q4: 6,548 shares; 2025Q1: 6,474 shares; 2025Q2: 6,486 shares; 2025Q3: 6,474 shares; 2025Q4: 6,474 shares; 2026Q1: 6,474 shares; 2026Q2: 6,474 shares 6,474 $535K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 743 shares; 2024Q4: 827 shares; 2025Q1: 884 shares; 2025Q2: 1,237 shares; 2025Q3: 2,047 shares; 2025Q4: 1,743 shares; 2026Q1: 1,743 shares; 2026Q2: 1,693 shares 1,693 $533K 0.02% -50 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,170 shares; 2024Q4: 3,242 shares; 2025Q1: 3,338 shares; 2025Q2: 1,854 shares; 2025Q3: 2,778 shares; 2025Q4: 1,635 shares; 2026Q1: 1,135 shares; 2026Q2: 739 shares 739 $532K 0.02% -396 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,676 shares; 2024Q4: 3,270 shares; 2025Q1: 4,470 shares; 2025Q2: 4,069 shares; 2025Q3: 3,752 shares; 2025Q4: 3,446 shares; 2026Q1: 3,288 shares; 2026Q2: 3,007 shares 3,007 $528K 0.02% -281 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,626 shares; 2024Q4: 33,417 shares; 2025Q1: 34,587 shares; 2025Q2: 26,702 shares; 2025Q3: 33,609 shares; 2025Q4: 36,398 shares; 2026Q1: 31,003 shares; 2026Q2: 4,339 shares 4,339 $521K 0.02% -26,664 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,605 shares; 2024Q4: 7,866 shares; 2025Q1: 7,164 shares; 2025Q2: 6,386 shares; 2025Q3: 7,763 shares; 2025Q4: 7,695 shares; 2026Q1: 5,669 shares; 2026Q2: 5,384 shares 5,384 $519K 0.02% -285 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,762 shares; 2025Q1: 17,250 shares; 2025Q2: 20,016 shares; 2025Q3: 17,553 shares; 2025Q4: 16,833 shares; 2026Q1: 14,492 shares; 2026Q2: 6,397 shares 6,397 $516K 0.02% -8,095 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 461 shares; 2024Q4: 515 shares; 2025Q1: 857 shares; 2025Q2: 498 shares; 2025Q3: 149 shares; 2025Q4: 106 shares; 2026Q1: 32 shares; 2026Q2: 3,909 shares 3,909 $507K 0.02% +3,877 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 275 shares; 2024Q4: 288 shares; 2025Q1: 578 shares; 2025Q2: 775 shares; 2025Q3: 969 shares; 2025Q4: 717 shares; 2026Q1: 565 shares; 2026Q2: 1,269 shares 1,269 $505K 0.02% +704 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,324 shares; 2024Q4: 1,974 shares; 2025Q1: 4,344 shares; 2025Q2: 2,013 shares; 2025Q3: 3,363 shares; 2025Q4: 3,910 shares; 2026Q1: 3,910 shares; 2026Q2: 2,238 shares 2,238 $499K 0.02% -1,672 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,424 shares; 2024Q4: 14,117 shares; 2025Q1: 13,200 shares; 2025Q2: 13,474 shares; 2025Q3: 12,125 shares; 2025Q4: 1,861 shares; 2026Q1: 3,331 shares; 2026Q2: 3,219 shares 3,219 $498K 0.02% -112 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,389 shares; 2024Q4: 2,339 shares; 2025Q1: 1,041 shares; 2025Q2: 716 shares; 2025Q3: 1,641 shares; 2025Q4: 1,441 shares; 2026Q1: 1,441 shares; 2026Q2: 1,441 shares 1,441 $496K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,427 shares; 2024Q4: 1,118 shares; 2025Q1: 1,728 shares; 2025Q2: 1,646 shares; 2025Q3: 4,903 shares; 2025Q4: 5,250 shares; 2026Q1: 5,225 shares; 2026Q2: 3,471 shares 3,471 $486K 0.02% -1,754 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,018 shares; 2024Q4: 3,045 shares; 2025Q1: 2,022 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 4,117 shares; 2026Q1: 4,062 shares; 2026Q2: 4,126 shares 4,126 $484K 0.02% +64 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: 7 shares; 2024Q4: 321 shares; 2025Q1: 757 shares; 2025Q2: 573 shares; 2025Q3: 606 shares; 2025Q4: 631 shares; 2026Q1: 626 shares; 2026Q2: 619 shares 619 $472K 0.02% -7 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 1,288 shares 1,288 $471K 0.02% +513 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,270 shares; 2024Q4: 869 shares; 2025Q1: 1,092 shares; 2025Q2: 917 shares; 2025Q3: 1,792 shares; 2025Q4: 1,114 shares; 2026Q1: 1,187 shares; 2026Q2: 1,119 shares 1,119 $456K 0.01% -68 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,200 shares; 2026Q2: 12,200 shares 12,200 $455K 0.01% 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: 193 shares; 2025Q2: 193 shares; 2025Q3: 4,515 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares; 2026Q2: 1,781 shares 1,781 $455K 0.01% +31 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: 8,042 shares; 2024Q4: 12,827 shares; 2025Q1: 12,737 shares; 2025Q2: 13,737 shares; 2025Q3: 13,808 shares; 2025Q4: 8,253 shares; 2026Q1: 7,604 shares; 2026Q2: 7,480 shares 7,480 $436K 0.01% -124 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 633 shares; 2024Q4: 906 shares; 2025Q1: 1,008 shares; 2025Q2: 1,094 shares; 2025Q3: 4,551 shares; 2025Q4: 1,282 shares; 2026Q1: 1,343 shares; 2026Q2: 1,020 shares 1,020 $435K 0.01% -323 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,930 shares; 2024Q4: 4,897 shares; 2025Q1: 4,808 shares; 2025Q2: 4,719 shares; 2025Q3: 5,533 shares; 2025Q4: 5,247 shares; 2026Q1: 5,084 shares; 2026Q2: 4,885 shares 4,885 $429K 0.01% -199 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,500 shares; 2024Q4: 57,500 shares; 2025Q1: 42,500 shares; 2025Q2: 42,500 shares; 2025Q3: 42,500 shares; 2025Q4: 42,500 shares; 2026Q1: 32,500 shares; 2026Q2: 32,500 shares 32,500 $411K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,827 shares; 2024Q4: 4,227 shares; 2025Q1: 4,281 shares; 2025Q2: 4,227 shares; 2025Q3: 3,867 shares; 2025Q4: 4,698 shares; 2026Q1: 3,681 shares; 2026Q2: 3,505 shares 3,505 $409K 0.01% -176 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 4,870 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares; 2026Q2: 4,500 shares 4,500 $405K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,786 shares; 2025Q4: 7,570 shares; 2026Q1: 7,570 shares; 2026Q2: 7,500 shares 7,500 $399K 0.01% -70 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: 2,288 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,144 shares; 2025Q4: 2,095 shares; 2026Q1: 2,111 shares; 2026Q2: 2,295 shares 2,295 $390K 0.01% +184 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6 shares; 2025Q4: not reported; 2026Q1: 1,451 shares; 2026Q2: 2,205 shares 2,205 $383K 0.01% +754 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45 shares; 2024Q4: 104 shares; 2025Q1: 90 shares; 2025Q2: 614 shares; 2025Q3: 375 shares; 2025Q4: 321 shares; 2026Q1: 243 shares; 2026Q2: 193 shares 193 $383K 0.01% -50 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,865 shares; 2024Q4: not reported; 2025Q1: 8,275 shares; 2025Q2: not reported; 2025Q3: 13,640 shares; 2025Q4: 14,180 shares; 2026Q1: 13,740 shares; 2026Q2: 13,556 shares 13,556 $382K 0.01% -184 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: 443 shares; 2024Q4: 457 shares; 2025Q1: 489 shares; 2025Q2: 404 shares; 2025Q3: 375 shares; 2025Q4: 287 shares; 2026Q1: 321 shares; 2026Q2: 274 shares 274 $379K 0.01% -47 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: 2,336 shares; 2024Q4: 2,336 shares; 2025Q1: 2,336 shares; 2025Q2: 2,336 shares; 2025Q3: 6,276 shares; 2025Q4: 3,574 shares; 2026Q1: 2,336 shares; 2026Q2: 2,336 shares 2,336 $379K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75 shares; 2024Q4: 57 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 85 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 2,102 shares 2,102 $375K 0.01% +2,019 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,311 shares; 2024Q4: 1,247 shares; 2025Q1: 1,292 shares; 2025Q2: 1,521 shares; 2025Q3: 1,630 shares; 2025Q4: 1,187 shares; 2026Q1: 908 shares; 2026Q2: 770 shares 770 $373K 0.01% -138 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: 162 shares; 2024Q4: 381 shares; 2025Q1: 963 shares; 2025Q2: 822 shares; 2025Q3: 760 shares; 2025Q4: 886 shares; 2026Q1: 752 shares; 2026Q2: 807 shares 807 $364K 0.01% +55 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 4,109 shares; 2025Q1: 4,154 shares; 2025Q2: 4,291 shares; 2025Q3: 2,410 shares; 2025Q4: 1,792 shares; 2026Q1: 1,499 shares; 2026Q2: 1,549 shares 1,549 $351K 0.01% +50 Timeline JMTG 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: 81 shares; 2025Q3: 12,827 shares; 2025Q4: 12,827 shares; 2026Q1: 14,636 shares; 2026Q2: 6,739 shares 6,739 $342K 0.01% -7,897 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: 697 shares; 2024Q4: 153 shares; 2025Q1: 281 shares; 2025Q2: 366 shares; 2025Q3: 690 shares; 2025Q4: 846 shares; 2026Q1: 1,072 shares; 2026Q2: 997 shares 997 $337K 0.01% -75 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,260 shares; 2024Q4: 1,071 shares; 2025Q1: 6,718 shares; 2025Q2: 6,670 shares; 2025Q3: 17,023 shares; 2025Q4: 13,606 shares; 2026Q1: 12,398 shares; 2026Q2: 12,586 shares 12,586 $336K 0.01% +188 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 8,555 shares; 2025Q1: 5,555 shares; 2025Q2: 5,555 shares; 2025Q3: 6,355 shares; 2025Q4: 6,355 shares; 2026Q1: 5,555 shares; 2026Q2: 10,955 shares 10,955 $334K 0.01% +5,400 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: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 373 shares; 2025Q3: 423 shares; 2025Q4: 423 shares; 2026Q1: 293 shares; 2026Q2: 906 shares 906 $334K 0.01% +613 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,957 shares; 2024Q4: 3,101 shares; 2025Q1: 3,101 shares; 2025Q2: 3,172 shares; 2025Q3: 2,849 shares; 2025Q4: 2,395 shares; 2026Q1: 2,285 shares; 2026Q2: 2,383 shares 2,383 $333K 0.01% +98 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,017 shares; 2024Q4: 1,676 shares; 2025Q1: 1,685 shares; 2025Q2: 1,317 shares; 2025Q3: 2,056 shares; 2025Q4: 2,244 shares; 2026Q1: 2,178 shares; 2026Q2: 1,742 shares 1,742 $333K 0.01% -436 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 468 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 100 shares; 2025Q3: 249 shares; 2025Q4: 253 shares; 2026Q1: 243 shares; 2026Q2: 243 shares 243 $331K 0.01% 0 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: 8,214 shares; 2024Q4: 3,832 shares; 2025Q1: 6,804 shares; 2025Q2: 3,546 shares; 2025Q3: 2,643 shares; 2025Q4: 3,688 shares; 2026Q1: 3,431 shares; 2026Q2: 3,205 shares 3,205 $328K 0.01% -226 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,923 shares; 2024Q4: 3,123 shares; 2025Q1: 2,923 shares; 2025Q2: 1,511 shares; 2025Q3: 2,348 shares; 2025Q4: 32,847 shares; 2026Q1: 26,331 shares; 2026Q2: 23,404 shares 23,404 $325K 0.01% -2,927 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 575 shares; 2025Q4: 813 shares; 2026Q1: 813 shares; 2026Q2: 813 shares 813 $321K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,793 shares; 2024Q4: 12,052 shares; 2025Q1: 11,629 shares; 2025Q2: 10,370 shares; 2025Q3: 13,502 shares; 2025Q4: 10,488 shares; 2026Q1: 8,695 shares; 2026Q2: 6,467 shares 6,467 $317K 0.01% -2,228 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 3,275 shares; 2025Q3: 3,275 shares; 2025Q4: 3,275 shares; 2026Q1: 3,275 shares; 2026Q2: 3,275 shares 3,275 $315K 0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,503 shares; 2024Q4: 3,160 shares; 2025Q1: 9,262 shares; 2025Q2: 9,112 shares; 2025Q3: 11,031 shares; 2025Q4: 10,634 shares; 2026Q1: 9,321 shares; 2026Q2: 8,079 shares 8,079 $314K 0.01% -1,242 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,664 shares; 2024Q4: 16,403 shares; 2025Q1: 19,548 shares; 2025Q2: 16,794 shares; 2025Q3: 4,738 shares; 2025Q4: 3,537 shares; 2026Q1: 3,517 shares; 2026Q2: 1,395 shares 1,395 $312K 0.01% -2,122 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: 401 shares; 2024Q4: 495 shares; 2025Q1: 539 shares; 2025Q2: 533 shares; 2025Q3: 809 shares; 2025Q4: 2,715 shares; 2026Q1: 2,035 shares; 2026Q2: 3,047 shares 3,047 $303K 0.01% +1,012 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,320 shares; 2024Q4: 3,322 shares; 2025Q1: 8,041 shares; 2025Q2: 4,506 shares; 2025Q3: 6,435 shares; 2025Q4: 6,880 shares; 2026Q1: 6,904 shares; 2026Q2: 1,699 shares 1,699 $299K 0.01% -5,205 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: 1,119 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 1,161 shares; 2025Q4: 909 shares; 2026Q1: 877 shares; 2026Q2: 1,197 shares 1,197 $297K 0.01% +320 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,366 shares; 2024Q4: 5,710 shares; 2025Q1: 5,632 shares; 2025Q2: 5,204 shares; 2025Q3: 1,097 shares; 2025Q4: 675 shares; 2026Q1: 669 shares; 2026Q2: 664 shares 664 $296K 0.01% -5 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,404 shares; 2024Q4: 17,957 shares; 2025Q1: 18,897 shares; 2025Q2: 14,810 shares; 2025Q3: 14,114 shares; 2025Q4: 12,822 shares; 2026Q1: 11,762 shares; 2026Q2: 13,103 shares 13,103 $292K 0.01% +1,341 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 945 shares; 2024Q4: 751 shares; 2025Q1: 717 shares; 2025Q2: 719 shares; 2025Q3: 715 shares; 2025Q4: 577 shares; 2026Q1: 577 shares; 2026Q2: 534 shares 534 $289K 0.01% -43 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 10,049 shares; 2025Q1: 17,833 shares; 2025Q2: 21,039 shares; 2025Q3: 22,539 shares; 2025Q4: 13,605 shares; 2026Q1: 17,178 shares; 2026Q2: 21,276 shares 21,276 $286K 0.01% +4,098 Timeline SPSB 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: 2,107 shares; 2024Q4: 5,800 shares; 2025Q1: 5,250 shares; 2025Q2: 9,500 shares; 2025Q3: 9,500 shares; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares; 2026Q2: 9,500 shares 9,500 $285K 0.01% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,043 shares; 2024Q4: 39,995 shares; 2025Q1: 39,330 shares; 2025Q2: 26,029 shares; 2025Q3: 25,746 shares; 2025Q4: 29,672 shares; 2026Q1: 27,362 shares; 2026Q2: 4,290 shares 4,290 $285K 0.01% -23,072 Timeline FNDX 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: 412 shares; 2024Q4: 11,390 shares; 2025Q1: 11,390 shares; 2025Q2: 11,435 shares; 2025Q3: 9,285 shares; 2025Q4: 9,285 shares; 2026Q1: 9,285 shares; 2026Q2: 9,135 shares 9,135 $284K 0.01% -150 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: 5,989 shares; 2024Q4: 8,385 shares; 2025Q1: 9,698 shares; 2025Q2: 7,823 shares; 2025Q3: 7,308 shares; 2025Q4: 7,493 shares; 2026Q1: 3,881 shares; 2026Q2: 3,195 shares 3,195 $276K 0.01% -686 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 10,590 shares; 2025Q1: 10,590 shares; 2025Q2: 10,629 shares; 2025Q3: 10,005 shares; 2025Q4: 9,590 shares; 2026Q1: 9,318 shares; 2026Q2: 9,318 shares 9,318 $274K 0.01% 0 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: 14,305 shares; 2024Q4: 9,621 shares; 2025Q1: 6,427 shares; 2025Q2: 10,082 shares; 2025Q3: 10,191 shares; 2025Q4: 5,755 shares; 2026Q1: 6,117 shares; 2026Q2: 5,638 shares 5,638 $271K 0.01% -479 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 610 shares; 2024Q4: 300 shares; 2025Q1: 670 shares; 2025Q2: 663 shares; 2025Q3: 1,875 shares; 2025Q4: 1,160 shares; 2026Q1: 1,658 shares; 2026Q2: 1,093 shares 1,093 $269K 0.01% -565 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,663 shares; 2024Q4: 13,748 shares; 2025Q1: 12,380 shares; 2025Q2: 12,130 shares; 2025Q3: 9,242 shares; 2025Q4: 6,486 shares; 2026Q1: 5,286 shares; 2026Q2: 5,414 shares 5,414 $268K 0.01% +128 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 802 shares; 2025Q3: 2,593 shares; 2025Q4: 1,731 shares; 2026Q1: 3,563 shares; 2026Q2: 3,533 shares 3,533 $263K 0.01% -30 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 676 shares; 2024Q4: 728 shares; 2025Q1: 1,144 shares; 2025Q2: 1,022 shares; 2025Q3: 1,978 shares; 2025Q4: 1,542 shares; 2026Q1: 1,542 shares; 2026Q2: 1,542 shares 1,542 $262K 0.01% 0 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: 198 shares; 2024Q4: 190 shares; 2025Q1: 151 shares; 2025Q2: 251 shares; 2025Q3: 280 shares; 2025Q4: 424 shares; 2026Q1: 424 shares; 2026Q2: 599 shares 599 $258K 0.01% +175 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 136 shares; 2025Q4: 121 shares; 2026Q1: 121 shares; 2026Q2: 3,033 shares 3,033 $246K 0.01% +2,912 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,711 shares; 2025Q1: 2,138 shares; 2025Q2: 2,643 shares; 2025Q3: 3,067 shares; 2025Q4: 2,374 shares; 2026Q1: 2,134 shares; 2026Q2: 2,067 shares 2,067 $243K 0.01% -67 Timeline XCNY SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares 7,200 $243K 0.01% 0 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: 440 shares; 2024Q4: 450 shares; 2025Q1: 670 shares; 2025Q2: 770 shares; 2025Q3: 1,113 shares; 2025Q4: 814 shares; 2026Q1: 762 shares; 2026Q2: 667 shares 667 $236K 0.01% -95 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,217 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,415 shares; 2025Q4: 9,415 shares; 2026Q1: 9,415 shares; 2026Q2: 9,415 shares 9,415 $236K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,496 shares; 2024Q4: 306 shares; 2025Q1: 5,266 shares; 2025Q2: 6,306 shares; 2025Q3: 6,440 shares; 2025Q4: 6,026 shares; 2026Q1: 6,026 shares; 2026Q2: 6,000 shares 6,000 $229K 0.01% -26 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,408 shares; 2024Q4: 4,762 shares; 2025Q1: 2,537 shares; 2025Q2: 1,220 shares; 2025Q3: 1,334 shares; 2025Q4: 1,223 shares; 2026Q1: 1,223 shares; 2026Q2: 1,225 shares 1,225 $227K 0.01% +2 Timeline JNK 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: 1,100 shares; 2024Q4: 1,625 shares; 2025Q1: 1,140 shares; 2025Q2: 2,833 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,300 shares 2,300 $222K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,897 shares; 2024Q4: 6,800 shares; 2025Q1: 2,295 shares; 2025Q2: 2,243 shares; 2025Q3: 3,043 shares; 2025Q4: 5,458 shares; 2026Q1: 5,592 shares; 2026Q2: 4,120 shares 4,120 $219K 0.01% -1,472 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 4,026 shares; 2025Q3: 3,708 shares; 2025Q4: 3,858 shares; 2026Q1: 3,858 shares; 2026Q2: 3,992 shares 3,992 $217K 0.01% +134 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,059 shares; 2026Q1: 2,669 shares; 2026Q2: 2,401 shares 2,401 $213K 0.01% -268 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 565 shares; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,430 shares; 2025Q4: 4,427 shares; 2026Q1: 4,427 shares; 2026Q2: 4,427 shares 4,427 $211K 0.01% 0 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: 534 shares; 2024Q4: 432 shares; 2025Q1: 1,200 shares; 2025Q2: 457 shares; 2025Q3: 1,011 shares; 2025Q4: 481 shares; 2026Q1: 471 shares; 2026Q2: 617 shares 617 $210K 0.01% +146 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: 45 shares; 2024Q4: 19 shares; 2025Q1: 82 shares; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 430 shares; 2026Q1: 430 shares; 2026Q2: 422 shares 422 $208K 0.01% -8 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,583 shares; 2024Q4: 3,126 shares; 2025Q1: 3,085 shares; 2025Q2: 3,426 shares; 2025Q3: 3,139 shares; 2025Q4: 2,648 shares; 2026Q1: 2,356 shares; 2026Q2: 1,732 shares 1,732 $205K 0.01% -624 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33 shares; 2024Q4: 73 shares; 2025Q1: 159 shares; 2025Q2: 111 shares; 2025Q3: 330 shares; 2025Q4: 188 shares; 2026Q1: 156 shares; 2026Q2: 153 shares 153 $204K 0.01% -3 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,803 shares; 2024Q4: 291 shares; 2025Q1: 2,061 shares; 2025Q2: 230 shares; 2025Q3: 358 shares; 2025Q4: 249 shares; 2026Q1: 249 shares; 2026Q2: 522 shares 522 $204K 0.01% +273 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 1,039 shares; 2026Q1: 1,191 shares; 2026Q2: 1,191 shares 1,191 $202K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 129 shares; 2025Q1: 325 shares; 2025Q2: 105 shares; 2025Q3: 707 shares; 2025Q4: 418 shares; 2026Q1: 275 shares; 2026Q2: 266 shares 266 $201K 0.01% -9 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 737 shares; 2024Q4: 78 shares; 2025Q1: 68 shares; 2025Q2: 1,030 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 794 shares; 2026Q2: 1,138 shares 1,138 $201K 0.01% +344 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 524 shares; 2024Q4: 1,198 shares; 2025Q1: 1,198 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares; 2026Q2: 1,673 shares 1,673 $199K 0.01% -737 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,161 shares; 2024Q4: 8,385 shares; 2025Q1: 7,731 shares; 2025Q2: 7,685 shares; 2025Q3: 8,768 shares; 2025Q4: 8,083 shares; 2026Q1: 7,076 shares; 2026Q2: 7,025 shares 7,025 $198K 0.01% -51 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,525 shares; 2024Q4: 3,583 shares; 2025Q1: 2,939 shares; 2025Q2: 5,365 shares; 2025Q3: 5,365 shares; 2025Q4: 4,819 shares; 2026Q1: 4,819 shares; 2026Q2: 3,236 shares 3,236 $197K 0.01% -1,583 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,352 shares; 2024Q4: 76 shares; 2025Q1: 915 shares; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 90 shares; 2026Q1: 2,615 shares; 2026Q2: 2,780 shares 2,780 $188K 0.01% +165 Timeline PRF 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: 3,351 shares; 2024Q4: 3,601 shares; 2025Q1: 2,975 shares; 2025Q2: 3,475 shares; 2025Q3: 3,475 shares; 2025Q4: 3,475 shares; 2026Q1: 3,475 shares; 2026Q2: 3,475 shares 3,475 $188K 0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,216 shares 2,216 $187K 0.01% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,580 shares; 2024Q4: 3,580 shares; 2025Q1: 3,580 shares; 2025Q2: 3,580 shares; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 3,697 shares; 2026Q2: 3,697 shares 3,697 $186K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 126 shares; 2024Q4: 111 shares; 2025Q1: 222 shares; 2025Q2: 100 shares; 2025Q3: 812 shares; 2025Q4: 756 shares; 2026Q1: 756 shares; 2026Q2: 652 shares 652 $184K 0.01% -104 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,011 shares; 2024Q4: 2,332 shares; 2025Q1: 281 shares; 2025Q2: 1,415 shares; 2025Q3: 1,366 shares; 2025Q4: 1,607 shares; 2026Q1: 1,607 shares; 2026Q2: 1,958 shares 1,958 $183K 0.01% +351 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 4,200 shares; 2025Q1: 4,205 shares; 2025Q2: 4,275 shares; 2025Q3: 2,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,995 shares; 2026Q2: 1,575 shares 1,575 $182K 0.01% -420 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,785 shares; 2024Q4: 1,942 shares; 2025Q1: 4,375 shares; 2025Q2: 1,527 shares; 2025Q3: 2,959 shares; 2025Q4: 2,740 shares; 2026Q1: 2,078 shares; 2026Q2: 1,862 shares 1,862 $181K 0.01% -216 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: 9,311 shares; 2024Q4: 215 shares; 2025Q1: 1,697 shares; 2025Q2: 1,984 shares; 2025Q3: 4,561 shares; 2025Q4: 3,429 shares; 2026Q1: 2,930 shares; 2026Q2: 2,863 shares 2,863 $180K 0.01% -67 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: 3,594 shares; 2024Q4: 140 shares; 2025Q1: 870 shares; 2025Q2: 384 shares; 2025Q3: 5,028 shares; 2025Q4: 4,293 shares; 2026Q1: 4,204 shares; 2026Q2: 2,303 shares 2,303 $179K 0.01% -1,901 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16 shares; 2024Q4: 833 shares; 2025Q1: 592 shares; 2025Q2: 770 shares; 2025Q3: 756 shares; 2025Q4: 743 shares; 2026Q1: 643 shares; 2026Q2: 624 shares 624 $177K 0.01% -19 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: 4,253 shares; 2024Q4: 65 shares; 2025Q1: 4,140 shares; 2025Q2: not reported; 2025Q3: 2,329 shares; 2025Q4: 1,687 shares; 2026Q1: 2,530 shares; 2026Q2: 2,530 shares 2,530 $177K 0.01% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,645 shares; 2024Q4: 1,657 shares; 2025Q1: 1,438 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 1,867 shares; 2026Q1: 1,703 shares; 2026Q2: 1,686 shares 1,686 $173K 0.01% -17 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 312 shares; 2024Q4: 418 shares; 2025Q1: 1,599 shares; 2025Q2: 3,711 shares; 2025Q3: 5,525 shares; 2025Q4: 3,699 shares; 2026Q1: 3,473 shares; 2026Q2: 3,473 shares 3,473 $173K 0.01% 0 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: 1,622 shares; 2024Q4: 1,622 shares; 2025Q1: 1,787 shares; 2025Q2: 1,622 shares; 2025Q3: 1,712 shares; 2025Q4: 852 shares; 2026Q1: 956 shares; 2026Q2: 807 shares 807 $172K 0.01% -149 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: 563 shares; 2024Q4: 653 shares; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 1,943 shares; 2025Q4: 1,117 shares; 2026Q1: 675 shares; 2026Q2: 608 shares 608 $171K 0.01% -67 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: 304 shares; 2024Q4: 304 shares; 2025Q1: 363 shares; 2025Q2: 163 shares; 2025Q3: 371 shares; 2025Q4: 591 shares; 2026Q1: 591 shares; 2026Q2: 541 shares 541 $170K 0.01% -50 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,120 shares; 2025Q1: 2,546 shares; 2025Q2: 2,120 shares; 2025Q3: 1,610 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares; 2026Q2: 1,480 shares 1,480 $169K 0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,354 shares; 2024Q4: 3,217 shares; 2025Q1: 3,931 shares; 2025Q2: 2,849 shares; 2025Q3: 2,915 shares; 2025Q4: 3,185 shares; 2026Q1: 2,847 shares; 2026Q2: 3,276 shares 3,276 $167K 0.01% +429 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,545 shares; 2024Q4: 989 shares; 2025Q1: 1,189 shares; 2025Q2: 989 shares; 2025Q3: 1,928 shares; 2025Q4: 1,824 shares; 2026Q1: 1,624 shares; 2026Q2: 1,594 shares 1,594 $165K 0.01% -30 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: 1,024 shares; 2024Q4: 1,224 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,659 shares; 2025Q4: 1,354 shares; 2026Q1: 825 shares; 2026Q2: 744 shares 744 $161K 0.01% -81 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares; 2026Q2: 2,965 shares 2,965 $161K 0.01% +2,915 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: 794 shares; 2024Q4: 1,361 shares; 2025Q1: 678 shares; 2025Q2: 771 shares; 2025Q3: 837 shares; 2025Q4: 700 shares; 2026Q1: 590 shares; 2026Q2: 586 shares 586 $159K 0.01% -4 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,546 shares; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 4,896 shares; 2025Q3: 4,896 shares; 2025Q4: 4,896 shares; 2026Q1: 4,896 shares; 2026Q2: 4,896 shares 4,896 $159K 0.01% 0 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $158K 0.01% new Timeline VOX 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: 1,422 shares; 2024Q4: 1,288 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,208 shares; 2025Q4: 1,208 shares; 2026Q1: 856 shares; 2026Q2: 856 shares 856 $157K 0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,311 shares; 2024Q4: 1,219 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,323 shares; 2025Q4: 1,799 shares; 2026Q1: 1,799 shares; 2026Q2: 1,738 shares 1,738 $157K 0.01% -61 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 1,440 shares; 2025Q2: 440 shares; 2025Q3: 1,440 shares; 2025Q4: 1,440 shares; 2026Q1: 870 shares; 2026Q2: 2,930 shares 2,930 $157K 0.01% +2,060 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,222 shares; 2024Q4: 5,459 shares; 2025Q1: 4,635 shares; 2025Q2: 1,648 shares; 2025Q3: 1,198 shares; 2025Q4: 1,058 shares; 2026Q1: 964 shares; 2026Q2: 986 shares 986 $156K 0.01% +22 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares 2,100 $153K 0.01% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 180 shares; 2024Q4: 180 shares; 2025Q1: 509 shares; 2025Q2: 848 shares; 2025Q3: 852 shares; 2025Q4: 848 shares; 2026Q1: 648 shares; 2026Q2: 648 shares 648 $151K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,429 shares; 2024Q4: 6,408 shares; 2025Q1: 7,800 shares; 2025Q2: 8,540 shares; 2025Q3: 4,605 shares; 2025Q4: 4,595 shares; 2026Q1: 1,657 shares; 2026Q2: 1,350 shares 1,350 $151K <0.01% -307 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $150K <0.01% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 1,370 shares; 2025Q3: 2,900 shares; 2025Q4: 1,910 shares; 2026Q1: 3,346 shares; 2026Q2: 4,508 shares 4,508 $150K <0.01% +1,162 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: 3,360 shares; 2024Q4: 4,027 shares; 2025Q1: 3,462 shares; 2025Q2: 2,962 shares; 2025Q3: 2,862 shares; 2025Q4: 2,862 shares; 2026Q1: 2,862 shares; 2026Q2: 2,862 shares 2,862 $150K <0.01% 0 Timeline GSUS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,448 shares 1,448 $149K <0.01% new Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; 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: 2,000 shares 2,000 $148K <0.01% new Timeline JGH NUVEEN GLOBAL HIGH INCOME FD More: the full row for NUVEEN GLOBAL HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,459 shares; 2024Q4: 11,459 shares; 2025Q1: 11,459 shares; 2025Q2: 11,459 shares; 2025Q3: 11,459 shares; 2025Q4: 11,459 shares; 2026Q1: 11,459 shares; 2026Q2: 11,459 shares 11,459 $147K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 491 shares; 2025Q2: 491 shares; 2025Q3: 527 shares; 2025Q4: 594 shares; 2026Q1: 594 shares; 2026Q2: 576 shares 576 $144K <0.01% -18 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: 129 shares; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 63 shares; 2026Q2: 71 shares 71 $141K <0.01% +8 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,898 shares; 2024Q4: 3,514 shares; 2025Q1: 4,048 shares; 2025Q2: 3,494 shares; 2025Q3: 337 shares; 2025Q4: 719 shares; 2026Q1: 561 shares; 2026Q2: 550 shares 550 $141K <0.01% -11 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 305 shares; 2025Q1: 305 shares; 2025Q2: 305 shares; 2025Q3: 1,142 shares; 2025Q4: 354 shares; 2026Q1: 354 shares; 2026Q2: 3,805 shares 3,805 $138K <0.01% +3,451 Timeline PHO 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: 3,512 shares; 2024Q4: 1,275 shares; 2025Q1: 1,275 shares; 2025Q2: 3,185 shares; 2025Q3: 2,188 shares; 2025Q4: 1,779 shares; 2026Q1: 1,957 shares; 2026Q2: 1,989 shares 1,989 $137K <0.01% +32 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 223 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 995 shares; 2025Q3: 565 shares; 2025Q4: 565 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $137K <0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 987 shares; 2024Q4: 531 shares; 2025Q1: 570 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares; 2026Q2: 531 shares 531 $134K <0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100 shares; 2024Q4: 39 shares; 2025Q1: 23 shares; 2025Q2: 589 shares; 2025Q3: 1,413 shares; 2025Q4: 889 shares; 2026Q1: 603 shares; 2026Q2: 589 shares 589 $132K <0.01% -14 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 978 shares; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 619 shares; 2025Q3: 645 shares; 2025Q4: 637 shares; 2026Q1: 637 shares; 2026Q2: 619 shares 619 $128K <0.01% -18 Timeline FEX 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 910 shares 910 $127K <0.01% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares; 2026Q2: 712 shares 712 $127K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50 shares; 2024Q4: 110 shares; 2025Q1: 110 shares; 2025Q2: 4,000 shares; 2025Q3: 4,480 shares; 2025Q4: 4,040 shares; 2026Q1: 4,540 shares; 2026Q2: 4,000 shares 4,000 $126K <0.01% -540 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190 shares; 2024Q4: 90 shares; 2025Q1: 100 shares; 2025Q2: 110 shares; 2025Q3: 188 shares; 2025Q4: 172 shares; 2026Q1: 160 shares; 2026Q2: 125 shares 125 $126K <0.01% -35 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 371 shares; 2025Q1: 1,912 shares; 2025Q2: 382 shares; 2025Q3: 539 shares; 2025Q4: 580 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435 $126K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103 shares; 2024Q4: 77 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,984 shares; 2025Q4: 2,347 shares; 2026Q1: 1,873 shares; 2026Q2: 1,778 shares 1,778 $125K <0.01% -95 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,100 shares; 2025Q4: 1,362 shares; 2026Q1: 1,362 shares; 2026Q2: 1,100 shares 1,100 $123K <0.01% -262 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: 100 shares; 2024Q4: 201 shares; 2025Q1: not reported; 2025Q2: 245 shares; 2025Q3: 259 shares; 2025Q4: 255 shares; 2026Q1: 255 shares; 2026Q2: 245 shares 245 $121K <0.01% -10 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,263 shares; 2025Q1: 8,184 shares; 2025Q2: 8,198 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares; 2026Q1: 7,084 shares; 2026Q2: 4,344 shares 4,344 $120K <0.01% -2,740 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: 79 shares; 2024Q4: 140 shares; 2025Q1: 157 shares; 2025Q2: 100 shares; 2025Q3: 205 shares; 2025Q4: 106 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $120K <0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,740 shares; 2025Q1: 5,740 shares; 2025Q2: 5,758 shares; 2025Q3: 5,740 shares; 2025Q4: 5,440 shares; 2026Q1: 5,440 shares; 2026Q2: 3,155 shares 3,155 $120K <0.01% -2,285 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,576 shares; 2024Q4: 1,576 shares; 2025Q1: 1,576 shares; 2025Q2: not reported; 2025Q3: 1,738 shares; 2025Q4: 1,738 shares; 2026Q1: 1,738 shares; 2026Q2: 1,738 shares 1,738 $118K <0.01% 0 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: 844 shares; 2024Q4: 175 shares; 2025Q1: 177 shares; 2025Q2: 173 shares; 2025Q3: 182 shares; 2025Q4: 125 shares; 2026Q1: 125 shares; 2026Q2: 410 shares 410 $115K <0.01% +285 Timeline GCOR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,769 shares 2,769 $114K <0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 1,000 shares 1,000 $113K <0.01% +978 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 844 shares; 2025Q3: 613 shares; 2025Q4: 651 shares; 2026Q1: 669 shares; 2026Q2: 767 shares 767 $112K <0.01% +98 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: 9,375 shares; 2026Q2: 9,375 shares 9,375 $111K <0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,329 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,429 shares; 2026Q2: 1,429 shares 1,429 $111K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,696 shares; 2024Q4: 2,227 shares; 2025Q1: 2,207 shares; 2025Q2: 2,204 shares; 2025Q3: 2,596 shares; 2025Q4: 671 shares; 2026Q1: 545 shares; 2026Q2: 534 shares 534 $109K <0.01% -11 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,160 shares; 2025Q1: 7,160 shares; 2025Q2: 7,306 shares; 2025Q3: 19,434 shares; 2025Q4: 10,526 shares; 2026Q1: 7,033 shares; 2026Q2: 6,879 shares 6,879 $109K <0.01% -154 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 550 shares 550 $108K <0.01% 0 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,294 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares 2,139 $106K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,009 shares; 2025Q1: 4,504 shares; 2025Q2: 206 shares; 2025Q3: 815 shares; 2025Q4: 617 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $106K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132 shares; 2024Q4: 1,270 shares; 2025Q1: 132 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares; 2026Q2: 1,399 shares 1,399 $105K <0.01% 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; 2024Q3: 2,458 shares; 2024Q4: 1,989 shares; 2025Q1: 1,989 shares; 2025Q2: 1,889 shares; 2025Q3: 1,361 shares; 2025Q4: 1,220 shares; 2026Q1: 250 shares; 2026Q2: 737 shares 737 $105K <0.01% +487 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: 585 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 102 shares; 2025Q3: 868 shares; 2025Q4: 647 shares; 2026Q1: 524 shares; 2026Q2: 89 shares 89 $105K <0.01% -435 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,876 shares; 2024Q4: 28,947 shares; 2025Q1: 28,896 shares; 2025Q2: 32,953 shares; 2025Q3: 31,560 shares; 2025Q4: 23,755 shares; 2026Q1: 5,444 shares; 2026Q2: 2,201 shares 2,201 $104K <0.01% -3,243 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 984 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 984 shares; 2025Q4: 984 shares; 2026Q1: 984 shares; 2026Q2: 711 shares 711 $104K <0.01% -273 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: 62 shares; 2024Q4: 62 shares; 2025Q1: 62 shares; 2025Q2: 654 shares; 2025Q3: 698 shares; 2025Q4: 666 shares; 2026Q1: 666 shares; 2026Q2: 650 shares 650 $103K <0.01% -16 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,773 shares; 2024Q4: 5,597 shares; 2025Q1: 6,636 shares; 2025Q2: 5,430 shares; 2025Q3: 4,955 shares; 2025Q4: 4,904 shares; 2026Q1: 4,112 shares; 2026Q2: 966 shares 966 $103K <0.01% -3,146 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,277 shares; 2024Q4: 12,358 shares; 2025Q1: 11,020 shares; 2025Q2: 9,900 shares; 2025Q3: 9,500 shares; 2025Q4: 8,000 shares; 2026Q1: 6,500 shares; 2026Q2: 2,500 shares 2,500 $101K <0.01% -4,000 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares; 2026Q1: 930 shares; 2026Q2: 930 shares 930 $100K <0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31 shares; 2026Q1: 1,447 shares; 2026Q2: 1,029 shares 1,029 $99.3K <0.01% -418 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 160 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 2,126 shares; 2025Q4: 1,712 shares; 2026Q1: 1,301 shares; 2026Q2: 300 shares 300 $99.1K <0.01% -1,001 Timeline BFC BANK FIRST CORP More: the full row for BANK FIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 665 shares; 2024Q4: 665 shares; 2025Q1: 665 shares; 2025Q2: 665 shares; 2025Q3: 665 shares; 2025Q4: 665 shares; 2026Q1: 665 shares; 2026Q2: 665 shares 665 $99K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,170 shares; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: not reported; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares; 2026Q2: 415 shares 415 $99K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59 shares; 2024Q4: 31 shares; 2025Q1: 1,390 shares; 2025Q2: 1,453 shares; 2025Q3: 1,967 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares; 2026Q2: 1,137 shares 1,137 $98.8K <0.01% +91 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 3,660 shares; 2025Q1: 2,660 shares; 2025Q2: 1,378 shares; 2025Q3: 1,073 shares; 2025Q4: 900 shares; 2026Q1: 900 shares; 2026Q2: 900 shares 900 $98.2K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,586 shares; 2024Q4: 1,831 shares; 2025Q1: 1,086 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,000 shares 2,000 $97.3K <0.01% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 225 shares; 2024Q4: 428 shares; 2025Q1: 1,149 shares; 2025Q2: 407 shares; 2025Q3: 478 shares; 2025Q4: 448 shares; 2026Q1: 398 shares; 2026Q2: 398 shares 398 $96.3K <0.01% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 729 shares; 2025Q2: 729 shares; 2025Q3: 729 shares; 2025Q4: 729 shares; 2026Q1: 729 shares; 2026Q2: 729 shares 729 $93K <0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares; 2026Q2: 1,300 shares 1,300 $90.5K <0.01% +500 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $90K <0.01% new Timeline SPSM 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: 19 shares; 2024Q4: 257 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 257 shares; 2026Q1: 1,560 shares; 2026Q2: 1,560 shares 1,560 $90K <0.01% 0 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 970 shares; 2025Q2: 450 shares; 2025Q3: 1,587 shares; 2025Q4: 367 shares; 2026Q1: 367 shares; 2026Q2: 329 shares 329 $88.5K <0.01% -38 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: 1,018 shares; 2025Q3: 1,018 shares; 2025Q4: 1,018 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $87.3K <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 964 shares; 2025Q4: 635 shares; 2026Q1: 635 shares; 2026Q2: 635 shares 635 $87.3K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,704 shares; 2025Q1: 10,443 shares; 2025Q2: 11,539 shares; 2025Q3: 11,070 shares; 2025Q4: 417 shares; 2026Q1: 100 shares; 2026Q2: 572 shares 572 $87.2K <0.01% +472 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 699 shares; 2026Q2: 699 shares 699 $87.2K <0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 1,056 shares 1,056 $85.6K <0.01% +456 Timeline AGYS AGILYSYS INC More: the full row for AGILYSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 817 shares; 2025Q3: 1,374 shares; 2025Q4: 817 shares; 2026Q1: 817 shares; 2026Q2: 817 shares 817 $85.4K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 50 shares; 2025Q1: 51 shares; 2025Q2: 26 shares; 2025Q3: 48 shares; 2025Q4: 570 shares; 2026Q1: 217 shares; 2026Q2: 87 shares 87 $85.1K <0.01% -130 Timeline SCHM 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: 1,434 shares; 2024Q4: 4,302 shares; 2025Q1: 4,302 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 4,434 shares; 2026Q1: 4,434 shares; 2026Q2: 2,307 shares 2,307 $85.1K <0.01% -2,127 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27 shares; 2025Q4: 356 shares; 2026Q1: 356 shares; 2026Q2: 349 shares 349 $84.7K <0.01% -7 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 4,700 shares; 2025Q3: 4,700 shares; 2025Q4: 4,700 shares; 2026Q1: 3,800 shares; 2026Q2: 2,300 shares 2,300 $84K <0.01% -1,500 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 6,501 shares 6,501 $83K <0.01% +3,201 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; 2024Q3: 1,878 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 833 shares; 2025Q3: 1,171 shares; 2025Q4: 641 shares; 2026Q1: 574 shares; 2026Q2: 495 shares 495 $81.8K <0.01% -79 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $81K <0.01% 0 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: 1,188 shares; 2024Q4: 4,752 shares; 2025Q1: 3,212 shares; 2025Q2: 2,303 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares; 2026Q2: 2,354 shares 2,354 $79.7K <0.01% +54 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 52 shares; 2025Q2: 38 shares; 2025Q3: 64 shares; 2025Q4: 38 shares; 2026Q1: 38 shares; 2026Q2: 46 shares 46 $78.1K <0.01% +8 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,591 shares 1,591 $77.4K <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140 shares; 2025Q4: 83 shares; 2026Q1: 83 shares; 2026Q2: 121 shares 121 $77.3K <0.01% +38 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 2,011 shares; 2025Q3: 1,999 shares; 2025Q4: 1,963 shares; 2026Q1: 1,963 shares; 2026Q2: 1,463 shares 1,463 $77.2K <0.01% -500 Timeline MGEE MGE ENERGY INC More: the full row for MGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,687 shares; 2024Q4: 4,687 shares; 2025Q1: 4,687 shares; 2025Q2: 4,187 shares; 2025Q3: 4,187 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares; 2026Q2: 930 shares 930 $75.8K <0.01% -567 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 303 shares; 2024Q4: 296 shares; 2025Q1: 271 shares; 2025Q2: 384 shares; 2025Q3: 445 shares; 2025Q4: 441 shares; 2026Q1: 328 shares; 2026Q2: 339 shares 339 $74.9K <0.01% +11 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $74.4K <0.01% new Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,334 shares; 2025Q1: 5,334 shares; 2025Q2: 5,334 shares; 2025Q3: 2,634 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares; 2026Q2: 2,634 shares 2,634 $73.4K <0.01% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 802 shares; 2024Q4: 203 shares; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: 2,921 shares; 2025Q4: 1,209 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $73.2K <0.01% 0 Timeline VWOB 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: 675 shares; 2024Q4: 1,485 shares; 2025Q1: 1,345 shares; 2025Q2: 1,085 shares; 2025Q3: 1,085 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares; 2026Q2: 1,085 shares 1,085 $73K <0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,839 shares; 2024Q4: 2,980 shares; 2025Q1: 1,541 shares; 2025Q2: 860 shares; 2025Q3: 607 shares; 2025Q4: 679 shares; 2026Q1: 465 shares; 2026Q2: 426 shares 426 $72K <0.01% -39 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93 shares; 2024Q4: 15 shares; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares; 2026Q2: 260 shares 260 $71.8K <0.01% +245 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,407 shares; 2024Q4: 1,407 shares; 2025Q1: 1,407 shares; 2025Q2: 1,407 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares; 2026Q2: 1,407 shares 1,407 $71.5K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,653 shares; 2025Q3: 2,653 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares 1,400 $70.8K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20 shares; 2024Q4: 27 shares; 2025Q1: 17 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 24 shares; 2026Q1: 24 shares; 2026Q2: 22 shares 22 $70.3K <0.01% -2 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 998 shares; 2025Q2: 543 shares; 2025Q3: 626 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 579 shares 579 $70K <0.01% -38 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,393 shares; 2024Q4: 2,110 shares; 2025Q1: 1,084 shares; 2025Q2: 424 shares; 2025Q3: 648 shares; 2025Q4: 367 shares; 2026Q1: 338 shares; 2026Q2: 134 shares 134 $66.6K <0.01% -204 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: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 383 shares; 2025Q4: 676 shares; 2026Q1: 579 shares; 2026Q2: 567 shares 567 $66.5K <0.01% -12 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: 2,257 shares; 2024Q4: 1,411 shares; 2025Q1: 1,411 shares; 2025Q2: 1,411 shares; 2025Q3: 565 shares; 2025Q4: 726 shares; 2026Q1: 565 shares; 2026Q2: 565 shares 565 $66.4K <0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,932 shares; 2024Q4: 958 shares; 2025Q1: 1,159 shares; 2025Q2: 1,296 shares; 2025Q3: 4,564 shares; 2025Q4: 1,261 shares; 2026Q1: 958 shares; 2026Q2: 911 shares 911 $65.5K <0.01% -47 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,037 shares; 2025Q1: 3,037 shares; 2025Q2: 3,037 shares; 2025Q3: 3,037 shares; 2025Q4: 3,037 shares; 2026Q1: 3,037 shares; 2026Q2: 3,037 shares 3,037 $64.8K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET 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: 125 shares; 2026Q1: 81 shares; 2026Q2: 81 shares 81 $64.3K <0.01% 0 Timeline HEI-A 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: 33 shares; 2024Q4: 205 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 598 shares; 2025Q4: 598 shares; 2026Q1: 306 shares; 2026Q2: 247 shares 247 $63.7K <0.01% -59 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 759 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 759 shares 759 $63.5K <0.01% 0 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: 863 shares; 2024Q4: 587 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 574 shares; 2025Q4: 1,007 shares; 2026Q1: 772 shares; 2026Q2: 742 shares 742 $62.8K <0.01% -30 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146 shares; 2024Q4: not reported; 2025Q1: 2,831 shares; 2025Q2: 1,182 shares; 2025Q3: 4,406 shares; 2025Q4: 1,305 shares; 2026Q1: 1,182 shares; 2026Q2: 1,182 shares 1,182 $62.5K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 270 shares; 2024Q4: 270 shares; 2025Q1: 1,482 shares; 2025Q2: 766 shares; 2025Q3: 1,948 shares; 2025Q4: 766 shares; 2026Q1: 766 shares; 2026Q2: 862 shares 862 $62.4K <0.01% +96 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5 shares; 2024Q4: 23 shares; 2025Q1: 301 shares; 2025Q2: 10 shares; 2025Q3: 137 shares; 2025Q4: 396 shares; 2026Q1: 346 shares; 2026Q2: 292 shares 292 $62.2K <0.01% -54 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: 3,015 shares; 2024Q4: 590 shares; 2025Q1: 491 shares; 2025Q2: 460 shares; 2025Q3: 4,069 shares; 2025Q4: 4,048 shares; 2026Q1: 3,597 shares; 2026Q2: 676 shares 676 $62K <0.01% -2,921 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,446 shares; 2024Q4: 916 shares; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 385 shares; 2025Q4: 692 shares; 2026Q1: 385 shares; 2026Q2: 415 shares 415 $61.3K <0.01% +30 Timeline SPYX 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: 2,256 shares; 2024Q4: 3,615 shares; 2025Q1: 3,432 shares; 2025Q2: 2,826 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 1,054 shares; 2026Q2: 1,002 shares 1,002 $61.2K <0.01% -52 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: not reported; 2025Q4: 30 shares; 2026Q1: 742 shares; 2026Q2: 682 shares 682 $60.8K <0.01% -60 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 3,717 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares; 2026Q2: 2,405 shares 2,405 $58.8K <0.01% -1,300 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 44 shares; 2025Q1: 99 shares; 2025Q2: 35 shares; 2025Q3: 188 shares; 2025Q4: 172 shares; 2026Q1: 153 shares; 2026Q2: 170 shares 170 $58.5K <0.01% +17 Timeline GSIE 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,267 shares 1,267 $57.9K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 443 shares 443 $56.6K <0.01% new Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 328 shares 328 $56K <0.01% new 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: 7,956 shares; 2024Q4: 560 shares; 2025Q1: 110 shares; 2025Q2: 237 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 591 shares; 2026Q2: 591 shares 591 $55.9K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,513 shares; 2026Q1: 1,513 shares; 2026Q2: 1,513 shares 1,513 $55.6K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,432 shares; 2024Q4: 3,206 shares; 2025Q1: 1,774 shares; 2025Q2: 585 shares; 2025Q3: 564 shares; 2025Q4: 562 shares; 2026Q1: 69 shares; 2026Q2: 69 shares 69 $54.8K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,695 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,854 shares; 2025Q3: 636 shares; 2025Q4: 405 shares; 2026Q1: 405 shares; 2026Q2: 400 shares 400 $54.4K <0.01% -5 Timeline FVD 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: 6,575 shares; 2024Q4: 3,288 shares; 2025Q1: 3,618 shares; 2025Q2: 331 shares; 2025Q3: 331 shares; 2025Q4: 331 shares; 2026Q1: 330 shares; 2026Q2: 1,128 shares 1,128 $54.3K <0.01% +798 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,501 shares; 2026Q2: 2,501 shares 2,501 $54.3K <0.01% 0 Timeline SMTH ALPS ETF TR More: the full row for ALPS 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: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,087 shares; 2026Q2: 2,087 shares 2,087 $53.7K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,185 shares; 2024Q4: 2,493 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,906 shares; 2025Q4: 596 shares; 2026Q1: 596 shares; 2026Q2: 142 shares 142 $52.6K <0.01% -454 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 4,657 shares; 2025Q4: 1,431 shares; 2026Q1: 1,431 shares; 2026Q2: 1,431 shares 1,431 $52.6K <0.01% 0 Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,087 shares; 2025Q3: 1,850 shares; 2025Q4: 383 shares; 2026Q1: 1,436 shares; 2026Q2: 1,343 shares 1,343 $52.4K <0.01% -93 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 613 shares; 2024Q4: 53 shares; 2025Q1: 486 shares; 2025Q2: not reported; 2025Q3: 276 shares; 2025Q4: 578 shares; 2026Q1: 358 shares; 2026Q2: 304 shares 304 $52.2K <0.01% -54 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: 9,867 shares; 2024Q4: 9,243 shares; 2025Q1: 948 shares; 2025Q2: 948 shares; 2025Q3: 6,166 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares; 2026Q2: 1,098 shares 1,098 $52.2K <0.01% -4,079 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 214 shares; 2025Q1: 430 shares; 2025Q2: 200 shares; 2025Q3: 658 shares; 2025Q4: 206 shares; 2026Q1: 206 shares; 2026Q2: 200 shares 200 $52.1K <0.01% -6 Timeline BWX 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,427 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares; 2026Q2: 2,400 shares 2,400 $52K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 604 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,000 shares 1,000 $51.8K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 292 shares; 2025Q4: 171 shares; 2026Q1: 171 shares; 2026Q2: 1,089 shares 1,089 $51.8K <0.01% +918 Timeline HYS 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: 826 shares; 2024Q4: 1,151 shares; 2025Q1: 1,151 shares; 2025Q2: 951 shares; 2025Q3: 851 shares; 2025Q4: 551 shares; 2026Q1: 551 shares; 2026Q2: 551 shares 551 $51.5K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177 shares; 2024Q4: 116 shares; 2025Q1: 704 shares; 2025Q2: 117 shares; 2025Q3: 119 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $50.6K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,745 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,148 shares; 2025Q3: 1,017 shares; 2025Q4: 1,017 shares; 2026Q1: 873 shares; 2026Q2: 837 shares 837 $49.5K <0.01% -36 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: 471 shares; 2024Q4: 389 shares; 2025Q1: 343 shares; 2025Q2: 1,236 shares; 2025Q3: 1,271 shares; 2025Q4: 1,521 shares; 2026Q1: 1,521 shares; 2026Q2: 601 shares 601 $48.9K <0.01% -920 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 976 shares; 2025Q4: 638 shares; 2026Q1: 636 shares; 2026Q2: 610 shares 610 $48.2K <0.01% -26 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 220 shares; 2024Q4: 217 shares; 2025Q1: 274 shares; 2025Q2: 153 shares; 2025Q3: 784 shares; 2025Q4: 421 shares; 2026Q1: 167 shares; 2026Q2: 164 shares 164 $48.1K <0.01% -3 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,826 shares; 2024Q4: 6,439 shares; 2025Q1: 7,688 shares; 2025Q2: 4,754 shares; 2025Q3: 1,512 shares; 2025Q4: 1,342 shares; 2026Q1: 1,273 shares; 2026Q2: 1,159 shares 1,159 $48.1K <0.01% -114 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 463 shares; 2026Q2: 463 shares 463 $47.7K <0.01% 0 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,400 shares 2,400 $47.1K <0.01% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,232 shares; 2025Q2: not reported; 2025Q3: 2,614 shares; 2025Q4: 1,790 shares; 2026Q1: 606 shares; 2026Q2: 557 shares 557 $47.1K <0.01% -49 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 595 shares; 2024Q4: 278 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 1,101 shares; 2025Q4: 717 shares; 2026Q1: 482 shares; 2026Q2: 254 shares 254 $46.5K <0.01% -228 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403 shares; 2024Q4: 464 shares; 2025Q1: 425 shares; 2025Q2: 525 shares; 2025Q3: 563 shares; 2025Q4: 543 shares; 2026Q1: 420 shares; 2026Q2: 278 shares 278 $46.3K <0.01% -142 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,311 shares; 2024Q4: 775 shares; 2025Q1: 1,582 shares; 2025Q2: 425 shares; 2025Q3: 1,232 shares; 2025Q4: 908 shares; 2026Q1: 1,261 shares; 2026Q2: 273 shares 273 $45.8K <0.01% -988 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7 shares; 2024Q4: 270 shares; 2025Q1: 943 shares; 2025Q2: 270 shares; 2025Q3: 622 shares; 2025Q4: 351 shares; 2026Q1: 288 shares; 2026Q2: 270 shares 270 $45K <0.01% -18 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,818 shares; 2024Q4: not reported; 2025Q1: 2,309 shares; 2025Q2: 649 shares; 2025Q3: 911 shares; 2025Q4: 337 shares; 2026Q1: 337 shares; 2026Q2: 337 shares 337 $44.9K <0.01% 0 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: 5,621 shares; 2024Q4: not reported; 2025Q1: 4,154 shares; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 888 shares; 2026Q1: 700 shares; 2026Q2: 700 shares 700 $43.4K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414 shares; 2024Q4: 212 shares; 2025Q1: 723 shares; 2025Q2: 212 shares; 2025Q3: 277 shares; 2025Q4: 346 shares; 2026Q1: 346 shares; 2026Q2: 312 shares 312 $43.4K <0.01% -34 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 155 shares; 2025Q1: 93 shares; 2025Q2: 63 shares; 2025Q3: 163 shares; 2025Q4: 394 shares; 2026Q1: 376 shares; 2026Q2: 327 shares 327 $43K <0.01% -49 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89 shares 89 $43K <0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 882 shares; 2025Q3: 259 shares; 2025Q4: 1,652 shares; 2026Q1: 698 shares; 2026Q2: 578 shares 578 $42.7K <0.01% -120 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 282 shares 282 $42.6K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 517 shares; 2024Q4: 31 shares; 2025Q1: 673 shares; 2025Q2: 15 shares; 2025Q3: 103 shares; 2025Q4: 212 shares; 2026Q1: 148 shares; 2026Q2: 73 shares 73 $42.1K <0.01% -75 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 324 shares; 2024Q4: 51 shares; 2025Q1: 36 shares; 2025Q2: not reported; 2025Q3: 15 shares; 2025Q4: 90 shares; 2026Q1: 106 shares; 2026Q2: 106 shares 106 $41.8K <0.01% 0 Timeline AFLG 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 947 shares 947 $41.1K <0.01% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP 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: 1,000 shares 1,000 $40.9K <0.01% new Timeline