JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,011,759 shares; 2024Q3: 7,016,899 shares; 2024Q4: 7,038,858 shares; 2025Q1: 7,174,646 shares; 2025Q2: 7,186,324 shares; 2025Q3: 7,017,533 shares; 2025Q4: 7,052,942 shares; 2026Q1: 6,998,885 shares 6,998,885 $1.71B 42.46% -54,057 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; 2024Q2: 721,595 shares; 2024Q3: 726,236 shares; 2024Q4: 727,652 shares; 2025Q1: 733,084 shares; 2025Q2: 733,308 shares; 2025Q3: 733,932 shares; 2025Q4: 731,788 shares; 2026Q1: 714,212 shares 714,212 $464M 11.53% -17,576 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 467,921 shares; 2024Q3: 472,803 shares; 2024Q4: 490,450 shares; 2025Q1: 524,358 shares; 2025Q2: 513,539 shares; 2025Q3: 514,991 shares; 2025Q4: 544,345 shares; 2026Q1: 533,947 shares 533,947 $349M 8.66% -10,398 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 818,422 shares; 2024Q3: 839,830 shares; 2024Q4: 840,704 shares; 2025Q1: 853,565 shares; 2025Q2: 901,608 shares; 2025Q3: 866,947 shares; 2025Q4: 866,637 shares; 2026Q1: 878,194 shares 878,194 $223M 5.53% +11,557 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,097,416 shares; 2025Q4: 1,066,396 shares; 2026Q1: 832,583 shares 832,583 $41.5M 1.03% -233,813 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; 2024Q2: 10,897 shares; 2024Q3: 12,573 shares; 2024Q4: 12,217 shares; 2025Q1: 13,697 shares; 2025Q2: 27,411 shares; 2025Q3: 38,326 shares; 2025Q4: 38,995 shares; 2026Q1: 66,071 shares 66,071 $39.5M 0.98% +27,076 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,041 shares; 2024Q3: 51,710 shares; 2024Q4: 54,009 shares; 2025Q1: 86,484 shares; 2025Q2: 110,134 shares; 2025Q3: 110,313 shares; 2025Q4: 109,341 shares; 2026Q1: 106,475 shares 106,475 $39.4M 0.98% -2,866 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 73,860 shares; 2024Q3: 89,291 shares; 2024Q4: 93,237 shares; 2025Q1: 109,325 shares; 2025Q2: 196,434 shares; 2025Q3: 197,102 shares; 2025Q4: 195,468 shares; 2026Q1: 224,161 shares 224,161 $39.1M 0.97% +28,693 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 209,951 shares; 2024Q3: 211,728 shares; 2024Q4: 209,556 shares; 2025Q1: 211,037 shares; 2025Q2: 216,128 shares; 2025Q3: 219,594 shares; 2025Q4: 219,905 shares; 2026Q1: 219,322 shares 219,322 $34.1M 0.85% -583 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; 2024Q2: not reported; 2024Q3: 293,201 shares; 2024Q4: 295,691 shares; 2025Q1: 349,587 shares; 2025Q2: 398,782 shares; 2025Q3: 444,830 shares; 2025Q4: 520,483 shares; 2026Q1: 563,131 shares 563,131 $31.9M 0.79% +42,648 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 225,613 shares; 2025Q2: 444,442 shares; 2025Q3: 575,848 shares; 2025Q4: 253,645 shares; 2026Q1: 349,944 shares 349,944 $29.7M 0.74% +96,299 Timeline HEDG SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 829,914 shares; 2026Q1: 901,723 shares 901,723 $26.1M 0.65% +71,809 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 298,504 shares; 2024Q3: 298,074 shares; 2024Q4: 315,052 shares; 2025Q1: 389,152 shares; 2025Q2: 386,674 shares; 2025Q3: 386,553 shares; 2025Q4: 386,047 shares; 2026Q1: 383,153 shares 383,153 $25.9M 0.64% -2,894 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 209,610 shares; 2024Q3: 265,184 shares; 2024Q4: 283,127 shares; 2025Q1: 243,158 shares; 2025Q2: 260,020 shares; 2025Q3: 280,061 shares; 2025Q4: 278,692 shares; 2026Q1: 280,556 shares 280,556 $24.3M 0.6% +1,864 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,969 shares; 2024Q3: 22,097 shares; 2024Q4: 39,942 shares; 2025Q1: 78,284 shares; 2025Q2: 78,909 shares; 2025Q3: 76,531 shares; 2025Q4: 76,988 shares; 2026Q1: 78,305 shares 78,305 $24.2M 0.6% +1,317 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; 2024Q2: 30,214 shares; 2024Q3: 46,431 shares; 2024Q4: 48,990 shares; 2025Q1: 55,228 shares; 2025Q2: 87,373 shares; 2025Q3: 88,641 shares; 2025Q4: 91,849 shares; 2026Q1: 101,941 shares 101,941 $21.2M 0.53% +10,092 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,113 shares; 2024Q3: 9,208 shares; 2024Q4: 9,911 shares; 2025Q1: 10,676 shares; 2025Q2: 13,191 shares; 2025Q3: 12,639 shares; 2025Q4: 103,985 shares; 2026Q1: 106,928 shares 106,928 $20.5M 0.51% +2,943 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 146,587 shares; 2024Q3: 150,440 shares; 2024Q4: 147,747 shares; 2025Q1: 166,784 shares; 2025Q2: 166,442 shares; 2025Q3: 165,159 shares; 2025Q4: 163,821 shares; 2026Q1: 163,315 shares 163,315 $20.3M 0.5% -506 Timeline IGPT 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 281,158 shares; 2025Q3: 303,057 shares; 2025Q4: 367,504 shares; 2026Q1: 347,188 shares 347,188 $20.2M 0.5% -20,316 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,088 shares; 2024Q3: 10,587 shares; 2024Q4: 10,536 shares; 2025Q1: 60,986 shares; 2025Q2: 60,111 shares; 2025Q3: 61,597 shares; 2025Q4: 80,650 shares; 2026Q1: 81,997 shares 81,997 $19.7M 0.49% +1,347 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 21,410 shares; 2024Q3: 26,263 shares; 2024Q4: 31,912 shares; 2025Q1: 43,435 shares; 2025Q2: 60,533 shares; 2025Q3: 58,648 shares; 2025Q4: 60,330 shares; 2026Q1: 64,277 shares 64,277 $18.5M 0.46% +3,947 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 268,850 shares; 2024Q4: 318,777 shares; 2025Q1: 302,651 shares; 2025Q2: 317,586 shares; 2025Q3: 346,275 shares; 2025Q4: 362,631 shares; 2026Q1: 380,778 shares 380,778 $17.8M 0.44% +18,147 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,259 shares; 2025Q2: 123,689 shares; 2025Q3: 129,129 shares; 2025Q4: 211,374 shares; 2026Q1: 187,866 shares 187,866 $17.4M 0.43% -23,508 Timeline QQQM 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; 2024Q2: 66,801 shares; 2024Q3: 74,678 shares; 2024Q4: 80,314 shares; 2025Q1: 68,286 shares; 2025Q2: 68,516 shares; 2025Q3: 71,430 shares; 2025Q4: 72,574 shares; 2026Q1: 72,728 shares 72,728 $17.3M 0.43% +154 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 170,411 shares; 2024Q3: 212,113 shares; 2024Q4: 237,285 shares; 2025Q1: 275,287 shares; 2025Q2: 279,548 shares; 2025Q3: 277,952 shares; 2025Q4: 280,152 shares; 2026Q1: 283,384 shares 283,384 $17M 0.42% +3,232 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; 2024Q2: 9,065 shares; 2024Q3: 11,755 shares; 2024Q4: 14,544 shares; 2025Q1: 19,628 shares; 2025Q2: 23,948 shares; 2025Q3: 23,831 shares; 2025Q4: 21,565 shares; 2026Q1: 26,821 shares 26,821 $15.3M 0.38% +5,256 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 36,544 shares; 2024Q3: 38,652 shares; 2024Q4: 39,138 shares; 2025Q1: 41,381 shares; 2025Q2: 39,535 shares; 2025Q3: 39,744 shares; 2025Q4: 40,632 shares; 2026Q1: 41,533 shares 41,533 $14.8M 0.37% +901 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,496 shares; 2024Q3: 21,904 shares; 2024Q4: 26,106 shares; 2025Q1: 28,973 shares; 2025Q2: 42,858 shares; 2025Q3: 43,791 shares; 2025Q4: 44,095 shares; 2026Q1: 46,711 shares 46,711 $13.4M 0.33% +2,616 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 333,991 shares; 2025Q2: 458,748 shares; 2025Q3: 492,313 shares; 2025Q4: 516,197 shares; 2026Q1: 524,652 shares 524,652 $11.5M 0.29% +8,455 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; 2024Q2: 61,188 shares; 2024Q3: 75,028 shares; 2024Q4: 80,284 shares; 2025Q1: 86,080 shares; 2025Q2: 94,342 shares; 2025Q3: 101,174 shares; 2025Q4: 102,809 shares; 2026Q1: 102,128 shares 102,128 $11.3M 0.28% -681 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; 2024Q2: 13,749 shares; 2024Q3: 18,028 shares; 2024Q4: 20,790 shares; 2025Q1: 26,879 shares; 2025Q2: 35,572 shares; 2025Q3: 35,669 shares; 2025Q4: 35,303 shares; 2026Q1: 37,493 shares 37,493 $11M 0.27% +2,190 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; 2024Q2: 4,605 shares; 2024Q3: 11,344 shares; 2024Q4: 11,807 shares; 2025Q1: 13,131 shares; 2025Q2: 18,179 shares; 2025Q3: 17,943 shares; 2025Q4: 17,690 shares; 2026Q1: 21,422 shares 21,422 $10.3M 0.25% +3,732 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,010 shares; 2024Q3: 8,535 shares; 2024Q4: 9,248 shares; 2025Q1: 11,233 shares; 2025Q2: 22,374 shares; 2025Q3: 22,237 shares; 2025Q4: 23,406 shares; 2026Q1: 25,875 shares 25,875 $9.62M 0.24% +2,469 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 106,084 shares; 2024Q3: 258,864 shares; 2024Q4: 294,556 shares; 2025Q1: 174,744 shares; 2025Q2: 215,267 shares; 2025Q3: 229,451 shares; 2025Q4: 192,319 shares; 2026Q1: 195,143 shares 195,143 $8.99M 0.22% +2,824 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 35,405 shares; 2024Q3: 34,888 shares; 2024Q4: 34,635 shares; 2025Q1: 33,073 shares; 2025Q2: 32,605 shares; 2025Q3: 32,038 shares; 2025Q4: 31,269 shares; 2026Q1: 30,593 shares 30,593 $7.61M 0.19% -676 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; 2024Q2: 10,581 shares; 2024Q3: 15,609 shares; 2024Q4: 20,550 shares; 2025Q1: 21,929 shares; 2025Q2: 39,981 shares; 2025Q3: 40,107 shares; 2025Q4: 40,743 shares; 2026Q1: 44,618 shares 44,618 $7.57M 0.19% +3,875 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 95,496 shares; 2024Q3: 104,370 shares; 2024Q4: 120,260 shares; 2025Q1: 140,860 shares; 2025Q2: 129,608 shares; 2025Q3: 136,155 shares; 2025Q4: 141,073 shares; 2026Q1: 146,105 shares 146,105 $7.4M 0.18% +5,032 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; 2024Q2: 2,428 shares; 2024Q3: 2,918 shares; 2024Q4: 3,010 shares; 2025Q1: 3,478 shares; 2025Q2: 5,962 shares; 2025Q3: 5,495 shares; 2025Q4: 6,403 shares; 2026Q1: 7,471 shares 7,471 $6.87M 0.17% +1,068 Timeline AINP ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 455,019 shares; 2025Q2: 418,444 shares; 2025Q3: 429,256 shares; 2025Q4: 267,194 shares; 2026Q1: 273,760 shares 273,760 $6.81M 0.17% +6,566 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; 2024Q2: 5,926 shares; 2024Q3: 9,098 shares; 2024Q4: 11,721 shares; 2025Q1: 17,050 shares; 2025Q2: 19,848 shares; 2025Q3: 19,348 shares; 2025Q4: 19,137 shares; 2026Q1: 20,641 shares 20,641 $6.79M 0.17% +1,504 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,325 shares; 2024Q3: 13,328 shares; 2024Q4: 13,078 shares; 2025Q1: 13,078 shares; 2025Q2: 13,078 shares; 2025Q3: 12,828 shares; 2025Q4: 12,829 shares; 2026Q1: 12,829 shares 12,829 $6.72M 0.17% 0 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; 2024Q2: 2,235 shares; 2024Q3: 3,052 shares; 2024Q4: 3,362 shares; 2025Q1: 6,855 shares; 2025Q2: 7,623 shares; 2025Q3: 7,821 shares; 2025Q4: 5,183 shares; 2026Q1: 6,719 shares 6,719 $6.7M 0.17% +1,536 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 187,995 shares; 2024Q3: 193,842 shares; 2024Q4: 188,723 shares; 2025Q1: 236,298 shares; 2025Q2: 253,926 shares; 2025Q3: 242,922 shares; 2025Q4: 244,653 shares; 2026Q1: 254,588 shares 254,588 $6.7M 0.17% +9,935 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,536 shares; 2024Q3: 15,547 shares; 2024Q4: 17,419 shares; 2025Q1: 22,522 shares; 2025Q2: 28,021 shares; 2025Q3: 31,125 shares; 2025Q4: 27,930 shares; 2026Q1: 29,645 shares 29,645 $6.13M 0.15% +1,715 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,628 shares; 2024Q3: 25,337 shares; 2024Q4: 24,878 shares; 2025Q1: 26,738 shares; 2025Q2: 39,111 shares; 2025Q3: 40,327 shares; 2025Q4: 44,435 shares; 2026Q1: 46,378 shares 46,378 $5.76M 0.14% +1,943 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; 2024Q2: 5,668 shares; 2024Q3: 6,610 shares; 2024Q4: 10,349 shares; 2025Q1: 17,401 shares; 2025Q2: 18,580 shares; 2025Q3: 18,588 shares; 2025Q4: 18,060 shares; 2026Q1: 18,388 shares 18,388 $5.56M 0.14% +328 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,248 shares; 2024Q3: 7,056 shares; 2024Q4: 9,727 shares; 2025Q1: 16,196 shares; 2025Q2: 23,052 shares; 2025Q3: 23,317 shares; 2025Q4: 23,079 shares; 2026Q1: 24,928 shares 24,928 $5.42M 0.13% +1,849 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; 2024Q2: 5,493 shares; 2024Q3: 9,660 shares; 2024Q4: 9,643 shares; 2025Q1: 8,945 shares; 2025Q2: 8,111 shares; 2025Q3: 8,814 shares; 2025Q4: 8,514 shares; 2026Q1: 9,130 shares 9,130 $5.27M 0.13% +616 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; 2024Q2: 2,400 shares; 2024Q3: 2,901 shares; 2024Q4: 2,767 shares; 2025Q1: 2,993 shares; 2025Q2: 10,020 shares; 2025Q3: 11,026 shares; 2025Q4: 11,293 shares; 2026Q1: 14,458 shares 14,458 $4.88M 0.12% +3,165 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,736 shares; 2024Q3: 8,317 shares; 2024Q4: 9,678 shares; 2025Q1: 12,439 shares; 2025Q2: 17,563 shares; 2025Q3: 17,089 shares; 2025Q4: 17,477 shares; 2026Q1: 15,977 shares 15,977 $4.83M 0.12% -1,500 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 80,157 shares; 2024Q3: 83,203 shares; 2024Q4: 113,606 shares; 2025Q1: 127,044 shares; 2025Q2: 117,986 shares; 2025Q3: 125,133 shares; 2025Q4: 138,672 shares; 2026Q1: 192,888 shares 192,888 $4.65M 0.12% +54,216 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 495,195 shares; 2024Q3: 537,445 shares; 2024Q4: 572,669 shares; 2025Q1: 190,313 shares; 2025Q2: 161,306 shares; 2025Q3: 156,561 shares; 2025Q4: 117,578 shares; 2026Q1: 115,693 shares 115,693 $4.64M 0.12% -1,885 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; 2024Q2: 11,422 shares; 2024Q3: 13,596 shares; 2024Q4: 18,754 shares; 2025Q1: 29,098 shares; 2025Q2: 28,989 shares; 2025Q3: 33,921 shares; 2025Q4: 25,331 shares; 2026Q1: 31,190 shares 31,190 $4.51M 0.11% +5,859 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; 2024Q2: 4,502 shares; 2024Q3: 5,091 shares; 2024Q4: 5,121 shares; 2025Q1: 18,916 shares; 2025Q2: 24,150 shares; 2025Q3: 20,788 shares; 2025Q4: 23,078 shares; 2026Q1: 26,784 shares 26,784 $4.43M 0.11% +3,706 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,183 shares; 2024Q3: 4,590 shares; 2024Q4: 5,922 shares; 2025Q1: 8,891 shares; 2025Q2: 12,495 shares; 2025Q3: 13,024 shares; 2025Q4: 11,630 shares; 2026Q1: 14,246 shares 14,246 $4.43M 0.11% +2,616 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; 2024Q2: 5,409 shares; 2024Q3: 6,922 shares; 2024Q4: 9,889 shares; 2025Q1: 15,671 shares; 2025Q2: 18,641 shares; 2025Q3: 18,514 shares; 2025Q4: 19,182 shares; 2026Q1: 18,118 shares 18,118 $4.39M 0.11% -1,064 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,842 shares; 2024Q3: 4,302 shares; 2024Q4: 4,470 shares; 2025Q1: 4,557 shares; 2025Q2: 7,427 shares; 2025Q3: 7,808 shares; 2025Q4: 6,351 shares; 2026Q1: 8,696 shares 8,696 $4.35M 0.11% +2,345 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,802 shares; 2024Q3: 26,070 shares; 2024Q4: 90,546 shares; 2025Q1: 94,588 shares; 2025Q2: 103,361 shares; 2025Q3: 64,215 shares; 2025Q4: 69,374 shares; 2026Q1: 74,414 shares 74,414 $4.33M 0.11% +5,040 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 112,051 shares; 2024Q3: 126,715 shares; 2024Q4: 160,004 shares; 2025Q1: 91,391 shares; 2025Q2: 143,568 shares; 2025Q3: 161,371 shares; 2025Q4: 167,586 shares; 2026Q1: 169,612 shares 169,612 $4.27M 0.11% +2,026 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,720 shares; 2024Q3: 49,099 shares; 2024Q4: 48,981 shares; 2025Q1: 48,828 shares; 2025Q2: 45,225 shares; 2025Q3: 44,220 shares; 2025Q4: 43,517 shares; 2026Q1: 43,967 shares 43,967 $4.08M 0.1% +450 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,793 shares; 2024Q3: 2,220 shares; 2024Q4: 2,247 shares; 2025Q1: 2,337 shares; 2025Q2: 3,851 shares; 2025Q3: 3,665 shares; 2025Q4: 26,174 shares; 2026Q1: 42,246 shares 42,246 $4.06M 0.1% +16,072 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 46,479 shares; 2024Q3: 49,099 shares; 2024Q4: 54,998 shares; 2025Q1: 52,513 shares; 2025Q2: 40,719 shares; 2025Q3: 38,730 shares; 2025Q4: 36,146 shares; 2026Q1: 36,107 shares 36,107 $4.02M 0.1% -39 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; 2024Q2: 13,481 shares; 2024Q3: 16,824 shares; 2024Q4: 15,451 shares; 2025Q1: 15,216 shares; 2025Q2: 22,146 shares; 2025Q3: 28,118 shares; 2025Q4: 30,758 shares; 2026Q1: 32,079 shares 32,079 $3.86M 0.1% +1,321 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; 2024Q2: 3,118 shares; 2024Q3: 4,194 shares; 2024Q4: 7,159 shares; 2025Q1: 12,270 shares; 2025Q2: 11,848 shares; 2025Q3: 12,805 shares; 2025Q4: 10,673 shares; 2026Q1: 11,002 shares 11,002 $3.76M 0.09% +329 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,049 shares; 2024Q3: 3,782 shares; 2024Q4: 3,667 shares; 2025Q1: 3,639 shares; 2025Q2: 5,148 shares; 2025Q3: 5,051 shares; 2025Q4: 4,944 shares; 2026Q1: 5,170 shares 5,170 $3.66M 0.09% +226 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; 2024Q2: 6,625 shares; 2024Q3: 21,776 shares; 2024Q4: 18,062 shares; 2025Q1: 16,752 shares; 2025Q2: 15,390 shares; 2025Q3: 12,902 shares; 2025Q4: 12,109 shares; 2026Q1: 11,326 shares 11,326 $3.63M 0.09% -783 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,821 shares; 2024Q3: 73,823 shares; 2024Q4: 68,735 shares; 2025Q1: 66,217 shares; 2025Q2: 54,680 shares; 2025Q3: 39,447 shares; 2025Q4: 46,972 shares; 2026Q1: 50,945 shares 50,945 $3.55M 0.09% +3,973 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares; 2025Q3: 4,703 shares; 2025Q4: 4,773 shares; 2026Q1: 4,787 shares 4,787 $3.36M 0.08% +14 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 581 shares; 2024Q3: 613 shares; 2024Q4: 1,082 shares; 2025Q1: 2,056 shares; 2025Q2: 2,139 shares; 2025Q3: 2,097 shares; 2025Q4: 2,113 shares; 2026Q1: 2,171 shares 2,171 $3.2M 0.08% +58 Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,983 shares 30,983 $3.17M 0.08% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,953 shares; 2024Q3: 8,349 shares; 2024Q4: 8,774 shares; 2025Q1: 9,489 shares; 2025Q2: 14,372 shares; 2025Q3: 14,547 shares; 2025Q4: 14,505 shares; 2026Q1: 16,221 shares 16,221 $3.13M 0.08% +1,716 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; 2024Q2: 16,420 shares; 2024Q3: 16,535 shares; 2024Q4: 19,896 shares; 2025Q1: 28,951 shares; 2025Q2: 37,838 shares; 2025Q3: 38,183 shares; 2025Q4: 38,292 shares; 2026Q1: 40,061 shares 40,061 $3.11M 0.08% +1,769 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; 2024Q2: 28,751 shares; 2024Q3: 34,735 shares; 2024Q4: 31,406 shares; 2025Q1: 31,535 shares; 2025Q2: 49,949 shares; 2025Q3: 52,165 shares; 2025Q4: 51,440 shares; 2026Q1: 63,415 shares 63,415 $3.09M 0.08% +11,975 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; 2024Q2: 5,883 shares; 2024Q3: 7,320 shares; 2024Q4: 9,021 shares; 2025Q1: 13,462 shares; 2025Q2: 13,258 shares; 2025Q3: 13,495 shares; 2025Q4: 13,741 shares; 2026Q1: 14,491 shares 14,491 $2.95M 0.07% +750 Timeline QQMG 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; 2024Q2: 18,495 shares; 2024Q3: 38,860 shares; 2024Q4: 58,308 shares; 2025Q1: 61,468 shares; 2025Q2: 62,662 shares; 2025Q3: 66,376 shares; 2025Q4: 68,029 shares; 2026Q1: 72,107 shares 72,107 $2.85M 0.07% +4,078 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 204,458 shares; 2024Q3: 225,475 shares; 2024Q4: 246,594 shares; 2025Q1: 154,298 shares; 2025Q2: 37,849 shares; 2025Q3: 24,460 shares; 2025Q4: 19,783 shares; 2026Q1: 19,372 shares 19,372 $2.74M 0.07% -411 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,177 shares; 2024Q3: 13,466 shares; 2024Q4: 13,337 shares; 2025Q1: 12,069 shares; 2025Q2: 17,748 shares; 2025Q3: 17,962 shares; 2025Q4: 16,891 shares; 2026Q1: 18,457 shares 18,457 $2.72M 0.07% +1,566 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,663 shares; 2024Q3: 4,855 shares; 2024Q4: 4,940 shares; 2025Q1: 5,076 shares; 2025Q2: 7,899 shares; 2025Q3: 7,878 shares; 2025Q4: 8,104 shares; 2026Q1: 9,485 shares 9,485 $2.69M 0.07% +1,381 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,764 shares; 2025Q1: 6,232 shares; 2025Q2: 16,180 shares; 2025Q3: 16,597 shares; 2025Q4: 16,742 shares; 2026Q1: 18,289 shares 18,289 $2.68M 0.07% +1,547 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; 2024Q2: 1,095 shares; 2024Q3: 1,819 shares; 2024Q4: 1,806 shares; 2025Q1: 1,869 shares; 2025Q2: 2,866 shares; 2025Q3: 2,771 shares; 2025Q4: 2,793 shares; 2026Q1: 3,150 shares 3,150 $2.67M 0.07% +357 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,716 shares; 2024Q3: 1,974 shares; 2024Q4: 2,025 shares; 2025Q1: 2,271 shares; 2025Q2: 4,783 shares; 2025Q3: 5,219 shares; 2025Q4: 2,892 shares; 2026Q1: 5,361 shares 5,361 $2.66M 0.07% +2,469 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,394 shares; 2024Q3: 34,951 shares; 2024Q4: 49,160 shares; 2025Q1: 42,924 shares; 2025Q2: 59,990 shares; 2025Q3: 58,867 shares; 2025Q4: 66,755 shares; 2026Q1: 65,882 shares 65,882 $2.64M 0.07% -873 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,038 shares; 2024Q3: 4,281 shares; 2024Q4: 4,465 shares; 2025Q1: not reported; 2025Q2: 10,514 shares; 2025Q3: 10,423 shares; 2025Q4: 10,543 shares; 2026Q1: 10,896 shares 10,896 $2.6M 0.06% +353 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 25,337 shares; 2024Q3: 24,792 shares; 2024Q4: 24,377 shares; 2025Q1: 20,464 shares; 2025Q2: 23,808 shares; 2025Q3: 22,938 shares; 2025Q4: 22,593 shares; 2026Q1: 22,038 shares 22,038 $2.53M 0.06% -555 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 32,682 shares; 2024Q3: 38,717 shares; 2024Q4: 18,650 shares; 2025Q1: 20,915 shares; 2025Q2: 17,428 shares; 2025Q3: 16,062 shares; 2025Q4: 14,080 shares; 2026Q1: 21,656 shares 21,656 $2.52M 0.06% +7,576 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,519 shares; 2024Q3: 18,186 shares; 2024Q4: 17,985 shares; 2025Q1: 17,506 shares; 2025Q2: 37,790 shares; 2025Q3: 39,218 shares; 2025Q4: 41,843 shares; 2026Q1: 44,231 shares 44,231 $2.51M 0.06% +2,388 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 9,920 shares; 2024Q3: 12,315 shares; 2024Q4: 9,220 shares; 2025Q1: 7,420 shares; 2025Q2: 8,570 shares; 2025Q3: 13,220 shares; 2025Q4: 25,583 shares; 2026Q1: 20,914 shares 20,914 $2.51M 0.06% -4,669 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; 2024Q2: 5,596 shares; 2024Q3: 8,459 shares; 2024Q4: 8,960 shares; 2025Q1: 9,437 shares; 2025Q2: 12,024 shares; 2025Q3: 12,540 shares; 2025Q4: 13,008 shares; 2026Q1: 15,515 shares 15,515 $2.48M 0.06% +2,507 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; 2024Q2: 16,028 shares; 2024Q3: 17,353 shares; 2024Q4: 17,415 shares; 2025Q1: 18,112 shares; 2025Q2: 24,708 shares; 2025Q3: 24,954 shares; 2025Q4: 25,142 shares; 2026Q1: 31,085 shares 31,085 $2.47M 0.06% +5,943 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,534 shares; 2024Q3: 6,297 shares; 2024Q4: 6,323 shares; 2025Q1: 5,880 shares; 2025Q2: 5,937 shares; 2025Q3: 5,824 shares; 2025Q4: 5,799 shares; 2026Q1: 5,720 shares 5,720 $2.44M 0.06% -79 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; 2024Q2: 1,158 shares; 2024Q3: 1,431 shares; 2024Q4: 4,186 shares; 2025Q1: 8,582 shares; 2025Q2: 8,910 shares; 2025Q3: 9,102 shares; 2025Q4: 9,589 shares; 2026Q1: 9,874 shares 9,874 $2.41M 0.06% +285 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,630 shares; 2024Q3: 8,011 shares; 2024Q4: 11,661 shares; 2025Q1: 15,713 shares; 2025Q2: 22,769 shares; 2025Q3: 22,534 shares; 2025Q4: 23,288 shares; 2026Q1: 22,616 shares 22,616 $2.4M 0.06% -672 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; 2024Q2: not reported; 2024Q3: 1,303 shares; 2024Q4: 1,769 shares; 2025Q1: 1,708 shares; 2025Q2: 2,180 shares; 2025Q3: 2,131 shares; 2025Q4: 2,786 shares; 2026Q1: 2,718 shares 2,718 $2.37M 0.06% -68 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 40,910 shares; 2024Q3: 43,029 shares; 2024Q4: 43,097 shares; 2025Q1: 44,654 shares; 2025Q2: 42,289 shares; 2025Q3: 39,296 shares; 2025Q4: 37,022 shares; 2026Q1: 36,631 shares 36,631 $2.37M 0.06% -391 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; 2024Q2: 11,553 shares; 2024Q3: 21,879 shares; 2024Q4: 22,227 shares; 2025Q1: 23,123 shares; 2025Q2: 34,444 shares; 2025Q3: 34,576 shares; 2025Q4: 41,124 shares; 2026Q1: 47,134 shares 47,134 $2.37M 0.06% +6,010 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,997 shares; 2024Q3: 44,590 shares; 2024Q4: 28,752 shares; 2025Q1: 25,509 shares; 2025Q2: 23,908 shares; 2025Q3: 24,172 shares; 2025Q4: 27,178 shares; 2026Q1: 30,041 shares 30,041 $2.3M 0.06% +2,863 Timeline QEFA 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; 2024Q2: 27,112 shares; 2024Q3: 29,490 shares; 2024Q4: 30,535 shares; 2025Q1: 30,919 shares; 2025Q2: 30,909 shares; 2025Q3: 30,604 shares; 2025Q4: 24,812 shares; 2026Q1: 24,422 shares 24,422 $2.28M 0.06% -390 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; 2024Q2: 6,497 shares; 2024Q3: 16,914 shares; 2024Q4: 15,761 shares; 2025Q1: 15,211 shares; 2025Q2: 20,297 shares; 2025Q3: 20,100 shares; 2025Q4: 21,064 shares; 2026Q1: 23,416 shares 23,416 $2.17M 0.05% +2,352 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; 2024Q2: 10,008 shares; 2024Q3: 11,164 shares; 2024Q4: 10,621 shares; 2025Q1: 11,539 shares; 2025Q2: 28,348 shares; 2025Q3: 19,682 shares; 2025Q4: 23,616 shares; 2026Q1: 28,383 shares 28,383 $2.16M 0.05% +4,767 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; 2024Q2: 19,696 shares; 2024Q3: 74,104 shares; 2024Q4: 62,569 shares; 2025Q1: 59,770 shares; 2025Q2: 62,971 shares; 2025Q3: 37,108 shares; 2025Q4: 35,019 shares; 2026Q1: 33,666 shares 33,666 $2.16M 0.05% -1,353 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,117 shares; 2024Q3: 3,014 shares; 2024Q4: 3,011 shares; 2025Q1: 2,800 shares; 2025Q2: 5,401 shares; 2025Q3: 5,035 shares; 2025Q4: 5,172 shares; 2026Q1: 5,915 shares 5,915 $2.08M 0.05% +743 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,962 shares; 2025Q4: 55,134 shares; 2026Q1: 62,269 shares 62,269 $2.05M 0.05% +7,135 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; 2024Q2: 4,185 shares; 2024Q3: 15,874 shares; 2024Q4: 26,531 shares; 2025Q1: 26,670 shares; 2025Q2: 24,960 shares; 2025Q3: 23,327 shares; 2025Q4: 45,758 shares; 2026Q1: 44,580 shares 44,580 $2.05M 0.05% -1,178 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; 2024Q2: 25,073 shares; 2024Q3: 25,332 shares; 2024Q4: 26,966 shares; 2025Q1: 25,864 shares; 2025Q2: 35,203 shares; 2025Q3: 33,398 shares; 2025Q4: 35,511 shares; 2026Q1: 37,139 shares 37,139 $2.01M 0.05% +1,628 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; 2024Q2: 4,114 shares; 2024Q3: 4,638 shares; 2024Q4: 4,922 shares; 2025Q1: 5,214 shares; 2025Q2: 7,639 shares; 2025Q3: 6,974 shares; 2025Q4: 7,625 shares; 2026Q1: 7,865 shares 7,865 $1.91M 0.05% +240 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 14,701 shares; 2024Q3: 8,148 shares; 2024Q4: 7,040 shares; 2025Q1: 7,437 shares; 2025Q2: 11,801 shares; 2025Q3: 12,589 shares; 2025Q4: 13,087 shares; 2026Q1: 16,805 shares 16,805 $1.91M 0.05% +3,718 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; 2024Q2: 2,982 shares; 2024Q3: 3,860 shares; 2024Q4: 4,557 shares; 2025Q1: 4,245 shares; 2025Q2: 5,181 shares; 2025Q3: 6,761 shares; 2025Q4: 5,938 shares; 2026Q1: 5,611 shares 5,611 $1.9M 0.05% -327 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,969 shares; 2025Q1: 6,679 shares; 2025Q2: 6,957 shares; 2025Q3: 7,524 shares; 2025Q4: 8,185 shares; 2026Q1: 8,872 shares 8,872 $1.9M 0.05% +687 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; 2024Q2: 56,901 shares; 2024Q3: 74,156 shares; 2024Q4: 90,057 shares; 2025Q1: 101,332 shares; 2025Q2: 31,255 shares; 2025Q3: 30,220 shares; 2025Q4: 39,107 shares; 2026Q1: 30,600 shares 30,600 $1.87M 0.05% -8,507 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; 2024Q2: 1,693 shares; 2024Q3: 1,985 shares; 2024Q4: 1,686 shares; 2025Q1: 2,192 shares; 2025Q2: 3,254 shares; 2025Q3: 3,405 shares; 2025Q4: 3,417 shares; 2026Q1: 3,807 shares 3,807 $1.87M 0.05% +390 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 51,885 shares; 2024Q4: 75,817 shares; 2025Q1: 78,082 shares; 2025Q2: 79,317 shares; 2025Q3: 84,825 shares; 2025Q4: 88,708 shares; 2026Q1: 95,585 shares 95,585 $1.86M 0.05% +6,877 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 18,696 shares; 2024Q3: 19,899 shares; 2024Q4: 19,395 shares; 2025Q1: 45,311 shares; 2025Q2: 25,181 shares; 2025Q3: 24,537 shares; 2025Q4: 24,987 shares; 2026Q1: 23,445 shares 23,445 $1.84M 0.05% -1,542 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,031 shares; 2024Q3: 3,624 shares; 2024Q4: 3,678 shares; 2025Q1: 4,948 shares; 2025Q2: 6,158 shares; 2025Q3: 6,225 shares; 2025Q4: 5,878 shares; 2026Q1: 9,482 shares 9,482 $1.77M 0.04% +3,604 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,548 shares; 2024Q3: 15,280 shares; 2024Q4: 17,058 shares; 2025Q1: 16,600 shares; 2025Q2: 16,242 shares; 2025Q3: 16,695 shares; 2025Q4: 16,945 shares; 2026Q1: 16,594 shares 16,594 $1.77M 0.04% -351 Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,022 shares; 2024Q3: 4,993 shares; 2024Q4: 4,993 shares; 2025Q1: 5,068 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,726 shares 27,726 $1.75M 0.04% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,842 shares; 2024Q3: 1,862 shares; 2024Q4: 1,830 shares; 2025Q1: 1,925 shares; 2025Q2: 2,594 shares; 2025Q3: 1,957 shares; 2025Q4: 2,444 shares; 2026Q1: 3,098 shares 3,098 $1.74M 0.04% +654 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; 2024Q2: 78,656 shares; 2024Q3: 80,611 shares; 2024Q4: 82,301 shares; 2025Q1: 16,113 shares; 2025Q2: 20,189 shares; 2025Q3: 19,996 shares; 2025Q4: 23,591 shares; 2026Q1: 18,046 shares 18,046 $1.74M 0.04% -5,545 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; 2024Q2: 868 shares; 2024Q3: 1,096 shares; 2024Q4: 1,841 shares; 2025Q1: 6,998 shares; 2025Q2: 8,329 shares; 2025Q3: 7,289 shares; 2025Q4: 8,723 shares; 2026Q1: 10,791 shares 10,791 $1.73M 0.04% +2,068 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; 2024Q2: 3,892 shares; 2024Q3: 4,586 shares; 2024Q4: 4,623 shares; 2025Q1: 4,586 shares; 2025Q2: 4,636 shares; 2025Q3: 4,781 shares; 2025Q4: 3,991 shares; 2026Q1: 3,981 shares 3,981 $1.71M 0.04% -10 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,208 shares; 2024Q3: 18,452 shares; 2024Q4: not reported; 2025Q1: 12,079 shares; 2025Q2: 37,191 shares; 2025Q3: 34,335 shares; 2025Q4: 36,129 shares; 2026Q1: 38,717 shares 38,717 $1.71M 0.04% +2,588 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,273 shares; 2025Q1: 4,301 shares; 2025Q2: 4,629 shares; 2025Q3: 4,692 shares; 2025Q4: 4,420 shares; 2026Q1: 21,203 shares 21,203 $1.7M 0.04% +16,783 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; 2024Q2: 14,378 shares; 2024Q3: 14,469 shares; 2024Q4: 14,914 shares; 2025Q1: 15,318 shares; 2025Q2: 22,431 shares; 2025Q3: 21,771 shares; 2025Q4: 22,168 shares; 2026Q1: 33,708 shares 33,708 $1.68M 0.04% +11,540 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,791 shares; 2026Q1: 2,632 shares 2,632 $1.67M 0.04% -159 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,636 shares; 2024Q3: 3,851 shares; 2024Q4: 5,631 shares; 2025Q1: 11,042 shares; 2025Q2: 9,198 shares; 2025Q3: 8,426 shares; 2025Q4: 8,318 shares; 2026Q1: 9,216 shares 9,216 $1.67M 0.04% +898 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; 2024Q2: 4,630 shares; 2024Q3: 5,625 shares; 2024Q4: 5,913 shares; 2025Q1: 6,348 shares; 2025Q2: 10,401 shares; 2025Q3: 10,104 shares; 2025Q4: 10,178 shares; 2026Q1: 11,794 shares 11,794 $1.64M 0.04% +1,616 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; 2024Q2: 7,928 shares; 2024Q3: 9,090 shares; 2024Q4: 11,018 shares; 2025Q1: 12,512 shares; 2025Q2: 9,142 shares; 2025Q3: 9,115 shares; 2025Q4: 8,716 shares; 2026Q1: 8,555 shares 8,555 $1.64M 0.04% -161 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 59,271 shares; 2024Q4: 58,641 shares; 2025Q1: 58,702 shares; 2025Q2: 60,621 shares; 2025Q3: 60,615 shares; 2025Q4: 61,118 shares; 2026Q1: 61,846 shares 61,846 $1.64M 0.04% +728 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 24,554 shares; 2024Q3: 36,292 shares; 2024Q4: 25,345 shares; 2025Q1: 28,555 shares; 2025Q2: 49,185 shares; 2025Q3: 56,526 shares; 2025Q4: 51,652 shares; 2026Q1: 57,557 shares 57,557 $1.62M 0.04% +5,905 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,938 shares; 2024Q3: 54,685 shares; 2024Q4: 54,616 shares; 2025Q1: 53,361 shares; 2025Q2: 63,277 shares; 2025Q3: 21,381 shares; 2025Q4: 17,911 shares; 2026Q1: 17,831 shares 17,831 $1.61M 0.04% -80 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,277 shares; 2025Q3: 6,450 shares; 2025Q4: 6,452 shares; 2026Q1: 6,641 shares 6,641 $1.53M 0.04% +189 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; 2024Q2: not reported; 2024Q3: 3,494 shares; 2024Q4: 4,093 shares; 2025Q1: 4,070 shares; 2025Q2: 8,292 shares; 2025Q3: 9,326 shares; 2025Q4: 9,970 shares; 2026Q1: 11,566 shares 11,566 $1.51M 0.04% +1,596 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,445 shares; 2024Q3: 2,780 shares; 2024Q4: 2,832 shares; 2025Q1: 2,125 shares; 2025Q2: 2,449 shares; 2025Q3: 3,526 shares; 2025Q4: 3,506 shares; 2026Q1: 4,250 shares 4,250 $1.51M 0.04% +744 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; 2024Q2: 38,703 shares; 2024Q3: 43,292 shares; 2024Q4: 42,036 shares; 2025Q1: 44,441 shares; 2025Q2: 75,125 shares; 2025Q3: 73,923 shares; 2025Q4: 44,411 shares; 2026Q1: 51,879 shares 51,879 $1.5M 0.04% +7,468 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,233 shares; 2025Q3: 4,690 shares; 2025Q4: 4,960 shares; 2026Q1: 5,534 shares 5,534 $1.5M 0.04% +574 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,028 shares; 2024Q3: 3,890 shares; 2024Q4: 4,018 shares; 2025Q1: 3,905 shares; 2025Q2: 6,047 shares; 2025Q3: 5,373 shares; 2025Q4: 4,386 shares; 2026Q1: 6,531 shares 6,531 $1.48M 0.04% +2,145 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; 2024Q2: 4,086 shares; 2024Q3: 5,228 shares; 2024Q4: 5,159 shares; 2025Q1: 6,026 shares; 2025Q2: 7,641 shares; 2025Q3: 5,636 shares; 2025Q4: 6,934 shares; 2026Q1: 5,450 shares 5,450 $1.47M 0.04% -1,484 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 845 shares; 2024Q3: 971 shares; 2024Q4: 971 shares; 2025Q1: 997 shares; 2025Q2: 3,169 shares; 2025Q3: 1,499 shares; 2025Q4: 3,736 shares; 2026Q1: 4,475 shares 4,475 $1.46M 0.04% +739 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; 2024Q2: 1,913 shares; 2024Q3: 2,073 shares; 2024Q4: 2,963 shares; 2025Q1: 4,199 shares; 2025Q2: 6,059 shares; 2025Q3: 5,888 shares; 2025Q4: 6,175 shares; 2026Q1: 7,674 shares 7,674 $1.46M 0.04% +1,499 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,610 shares; 2024Q3: 2,320 shares; 2024Q4: 2,062 shares; 2025Q1: 2,343 shares; 2025Q2: 3,375 shares; 2025Q3: 3,833 shares; 2025Q4: 3,092 shares; 2026Q1: 5,967 shares 5,967 $1.45M 0.04% +2,875 Timeline EMTL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 117,041 shares; 2024Q3: 143,700 shares; 2024Q4: 160,028 shares; 2025Q1: 213,258 shares; 2025Q2: 225,525 shares; 2025Q3: 229,862 shares; 2025Q4: 196,333 shares; 2026Q1: 33,163 shares 33,163 $1.41M 0.04% -163,170 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,218 shares; 2024Q3: 16,281 shares; 2024Q4: 24,521 shares; 2025Q1: 25,902 shares; 2025Q2: 26,400 shares; 2025Q3: 28,111 shares; 2025Q4: 29,488 shares; 2026Q1: 30,399 shares 30,399 $1.38M 0.03% +911 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,914 shares; 2024Q3: 3,379 shares; 2024Q4: 3,329 shares; 2025Q1: 3,663 shares; 2025Q2: 8,062 shares; 2025Q3: 8,180 shares; 2025Q4: 8,255 shares; 2026Q1: 8,354 shares 8,354 $1.37M 0.03% +99 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,560 shares; 2024Q3: 4,353 shares; 2024Q4: 5,960 shares; 2025Q1: 4,549 shares; 2025Q2: 6,059 shares; 2025Q3: 6,582 shares; 2025Q4: 5,814 shares; 2026Q1: 6,784 shares 6,784 $1.35M 0.03% +970 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,972 shares; 2024Q3: 3,710 shares; 2024Q4: 4,101 shares; 2025Q1: 4,458 shares; 2025Q2: 8,632 shares; 2025Q3: 9,130 shares; 2025Q4: 7,165 shares; 2026Q1: 10,167 shares 10,167 $1.34M 0.03% +3,002 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; 2024Q2: not reported; 2024Q3: 571 shares; 2024Q4: 538 shares; 2025Q1: 704 shares; 2025Q2: 978 shares; 2025Q3: 850 shares; 2025Q4: 883 shares; 2026Q1: 969 shares 969 $1.34M 0.03% +86 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,360 shares; 2024Q3: 2,402 shares; 2024Q4: 5,409 shares; 2025Q1: 11,119 shares; 2025Q2: 11,967 shares; 2025Q3: 11,314 shares; 2025Q4: 11,365 shares; 2026Q1: 14,445 shares 14,445 $1.33M 0.03% +3,080 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; 2024Q2: 1,498 shares; 2024Q3: 4,074 shares; 2024Q4: 4,030 shares; 2025Q1: 4,088 shares; 2025Q2: 5,333 shares; 2025Q3: 5,430 shares; 2025Q4: 5,555 shares; 2026Q1: 5,624 shares 5,624 $1.33M 0.03% +69 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 681 shares; 2025Q1: 701 shares; 2025Q2: 907 shares; 2025Q3: 936 shares; 2025Q4: 1,034 shares; 2026Q1: 1,379 shares 1,379 $1.33M 0.03% +345 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,288 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,465 shares; 2025Q3: 10,813 shares; 2025Q4: 26,735 shares; 2026Q1: 27,565 shares 27,565 $1.32M 0.03% +830 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; 2024Q2: 1,096 shares; 2024Q3: 1,413 shares; 2024Q4: 1,902 shares; 2025Q1: 1,835 shares; 2025Q2: 3,869 shares; 2025Q3: 2,945 shares; 2025Q4: 3,832 shares; 2026Q1: 4,430 shares 4,430 $1.31M 0.03% +598 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; 2024Q2: 1,020 shares; 2024Q3: 1,133 shares; 2024Q4: 1,055 shares; 2025Q1: 1,053 shares; 2025Q2: 2,267 shares; 2025Q3: 2,047 shares; 2025Q4: 1,650 shares; 2026Q1: 2,154 shares 2,154 $1.3M 0.03% +504 Timeline JPME 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; 2024Q2: 7,705 shares; 2024Q3: 8,812 shares; 2024Q4: 10,137 shares; 2025Q1: 10,401 shares; 2025Q2: 10,729 shares; 2025Q3: 9,405 shares; 2025Q4: 11,240 shares; 2026Q1: 11,353 shares 11,353 $1.3M 0.03% +113 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,900 shares; 2024Q3: 7,279 shares; 2024Q4: 7,365 shares; 2025Q1: 8,127 shares; 2025Q2: 6,351 shares; 2025Q3: 5,908 shares; 2025Q4: 6,550 shares; 2026Q1: 6,149 shares 6,149 $1.3M 0.03% -401 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,184 shares; 2024Q3: 2,458 shares; 2024Q4: 2,099 shares; 2025Q1: 2,125 shares; 2025Q2: 3,901 shares; 2025Q3: 2,170 shares; 2025Q4: 4,820 shares; 2026Q1: 6,390 shares 6,390 $1.27M 0.03% +1,570 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; 2024Q2: not reported; 2024Q3: 6,507 shares; 2024Q4: 7,157 shares; 2025Q1: 7,297 shares; 2025Q2: 11,694 shares; 2025Q3: 14,272 shares; 2025Q4: 12,208 shares; 2026Q1: 20,837 shares 20,837 $1.26M 0.03% +8,629 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; 2024Q2: 1,221 shares; 2024Q3: 1,313 shares; 2024Q4: 1,294 shares; 2025Q1: 1,301 shares; 2025Q2: 1,891 shares; 2025Q3: 2,187 shares; 2025Q4: 2,153 shares; 2026Q1: 2,938 shares 2,938 $1.25M 0.03% +785 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 29,113 shares; 2024Q3: 26,613 shares; 2024Q4: 32,296 shares; 2025Q1: 35,196 shares; 2025Q2: 37,561 shares; 2025Q3: 59,061 shares; 2025Q4: 133,061 shares; 2026Q1: 89,111 shares 89,111 $1.24M 0.03% -43,950 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 128,429 shares; 2024Q3: 25,059 shares; 2024Q4: 24,130 shares; 2025Q1: 15,228 shares; 2025Q2: 10,204 shares; 2025Q3: 9,949 shares; 2025Q4: 9,117 shares; 2026Q1: 8,679 shares 8,679 $1.23M 0.03% -438 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 582 shares; 2024Q3: 679 shares; 2024Q4: 477 shares; 2025Q1: 576 shares; 2025Q2: 743 shares; 2025Q3: 1,217 shares; 2025Q4: 1,307 shares; 2026Q1: 1,572 shares 1,572 $1.21M 0.03% +265 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,097 shares; 2024Q3: 1,208 shares; 2024Q4: 1,200 shares; 2025Q1: 1,199 shares; 2025Q2: 2,009 shares; 2025Q3: 2,229 shares; 2025Q4: 1,721 shares; 2026Q1: 2,784 shares 2,784 $1.2M 0.03% +1,063 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; 2024Q2: 8,779 shares; 2024Q3: 8,667 shares; 2024Q4: 8,720 shares; 2025Q1: 8,727 shares; 2025Q2: 8,738 shares; 2025Q3: 8,729 shares; 2025Q4: 8,627 shares; 2026Q1: 8,545 shares 8,545 $1.16M 0.03% -82 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; 2024Q2: 3,903 shares; 2024Q3: 4,285 shares; 2024Q4: 4,351 shares; 2025Q1: 4,486 shares; 2025Q2: 7,729 shares; 2025Q3: 8,785 shares; 2025Q4: 10,436 shares; 2026Q1: 12,234 shares 12,234 $1.15M 0.03% +1,798 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 418 shares; 2024Q3: 451 shares; 2024Q4: 467 shares; 2025Q1: 824 shares; 2025Q2: 1,170 shares; 2025Q3: 1,038 shares; 2025Q4: 1,055 shares; 2026Q1: 1,323 shares 1,323 $1.14M 0.03% +268 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; 2024Q2: 4,446 shares; 2024Q3: 4,781 shares; 2024Q4: 4,829 shares; 2025Q1: 4,943 shares; 2025Q2: 6,919 shares; 2025Q3: 3,506 shares; 2025Q4: 6,039 shares; 2026Q1: 5,691 shares 5,691 $1.13M 0.03% -348 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; 2024Q2: 3,877 shares; 2024Q3: 4,356 shares; 2024Q4: 4,372 shares; 2025Q1: 4,513 shares; 2025Q2: 7,034 shares; 2025Q3: 6,957 shares; 2025Q4: 4,724 shares; 2026Q1: 6,417 shares 6,417 $1.11M 0.03% +1,693 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 12,304 shares; 2024Q4: 9,757 shares; 2025Q1: 9,190 shares; 2025Q2: 8,227 shares; 2025Q3: 7,979 shares; 2025Q4: 7,742 shares; 2026Q1: 7,706 shares 7,706 $1.1M 0.03% -36 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: 8,635 shares; 2025Q3: 10,144 shares; 2025Q4: 10,080 shares; 2026Q1: 12,664 shares 12,664 $1.1M 0.03% +2,584 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; 2024Q2: 11,960 shares; 2024Q3: 14,073 shares; 2024Q4: 10,704 shares; 2025Q1: 9,471 shares; 2025Q2: 9,425 shares; 2025Q3: 8,385 shares; 2025Q4: 8,290 shares; 2026Q1: 7,481 shares 7,481 $1.1M 0.03% -809 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 360 shares; 2024Q3: 511 shares; 2024Q4: 501 shares; 2025Q1: 519 shares; 2025Q2: 1,111 shares; 2025Q3: 826 shares; 2025Q4: 7,191 shares; 2026Q1: 10,358 shares 10,358 $1.08M 0.03% +3,167 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; 2024Q2: 2,412 shares; 2024Q3: 3,357 shares; 2024Q4: 3,518 shares; 2025Q1: 3,522 shares; 2025Q2: 4,650 shares; 2025Q3: 2,931 shares; 2025Q4: 4,604 shares; 2026Q1: 4,689 shares 4,689 $1.08M 0.03% +85 Timeline AMSC AMERICAN SUPERCONDUCTOR CORP More: the full row for AMERICAN SUPERCONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,542 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,397 shares; 2026Q1: 31,117 shares 31,117 $1.05M 0.03% +4,720 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 121,264 shares; 2024Q3: 143,596 shares; 2024Q4: 164,899 shares; 2025Q1: 160,358 shares; 2025Q2: 162,111 shares; 2025Q3: 167,074 shares; 2025Q4: 12,358 shares; 2026Q1: 10,845 shares 10,845 $1.05M 0.03% -1,513 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; 2024Q2: 1,451 shares; 2024Q3: 1,608 shares; 2024Q4: 1,497 shares; 2025Q1: 1,576 shares; 2025Q2: 2,314 shares; 2025Q3: 2,519 shares; 2025Q4: 2,179 shares; 2026Q1: 2,904 shares 2,904 $1.04M 0.03% +725 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,916 shares; 2025Q1: not reported; 2025Q2: 6,694 shares; 2025Q3: 7,406 shares; 2025Q4: 7,518 shares; 2026Q1: 8,459 shares 8,459 $1.04M 0.03% +941 Timeline AVSE 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; 2024Q2: not reported; 2024Q3: 10,659 shares; 2024Q4: 14,534 shares; 2025Q1: 15,448 shares; 2025Q2: 14,560 shares; 2025Q3: 15,272 shares; 2025Q4: 15,820 shares; 2026Q1: 15,587 shares 15,587 $1.04M 0.03% -233 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; 2024Q2: not reported; 2024Q3: 4,057 shares; 2024Q4: 3,994 shares; 2025Q1: 3,917 shares; 2025Q2: 3,255 shares; 2025Q3: 3,884 shares; 2025Q4: 3,982 shares; 2026Q1: 4,189 shares 4,189 $1.04M 0.03% +207 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; 2024Q2: 941 shares; 2024Q3: 1,020 shares; 2024Q4: 1,039 shares; 2025Q1: 1,688 shares; 2025Q2: 2,821 shares; 2025Q3: 1,479 shares; 2025Q4: 2,696 shares; 2026Q1: 2,241 shares 2,241 $1.03M 0.03% -455 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; 2024Q2: not reported; 2024Q3: 453 shares; 2024Q4: 451 shares; 2025Q1: 497 shares; 2025Q2: 1,418 shares; 2025Q3: 1,586 shares; 2025Q4: 1,391 shares; 2026Q1: 1,510 shares 1,510 $1.03M 0.03% +119 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,408 shares; 2024Q3: 8,089 shares; 2024Q4: not reported; 2025Q1: 7,841 shares; 2025Q2: 13,700 shares; 2025Q3: 15,701 shares; 2025Q4: 14,597 shares; 2026Q1: 19,992 shares 19,992 $1.03M 0.03% +5,395 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 36,509 shares; 2024Q4: 36,509 shares; 2025Q1: 36,574 shares; 2025Q2: 36,730 shares; 2025Q3: 36,710 shares; 2025Q4: 38,362 shares; 2026Q1: 38,284 shares 38,284 $1.03M 0.03% -78 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; 2024Q2: 1,219 shares; 2024Q3: 1,391 shares; 2024Q4: 1,388 shares; 2025Q1: 1,449 shares; 2025Q2: 3,348 shares; 2025Q3: 2,139 shares; 2025Q4: 3,049 shares; 2026Q1: 5,020 shares 5,020 $1.02M 0.03% +1,971 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; 2024Q2: 1,286 shares; 2024Q3: 1,401 shares; 2024Q4: 1,313 shares; 2025Q1: 1,419 shares; 2025Q2: 2,194 shares; 2025Q3: 2,562 shares; 2025Q4: 2,750 shares; 2026Q1: 2,959 shares 2,959 $1.02M 0.03% +209 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; 2024Q2: not reported; 2024Q3: 40,793 shares; 2024Q4: 29,455 shares; 2025Q1: 22,509 shares; 2025Q2: 20,398 shares; 2025Q3: 10,785 shares; 2025Q4: 10,694 shares; 2026Q1: 10,360 shares 10,360 $1.01M 0.03% -334 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 144 shares; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 171 shares; 2025Q3: 174 shares; 2025Q4: 169 shares; 2026Q1: 151 shares 151 $995K 0.02% -18 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; 2024Q2: 2,682 shares; 2024Q3: 4,321 shares; 2024Q4: 4,253 shares; 2025Q1: 4,046 shares; 2025Q2: 6,039 shares; 2025Q3: 4,819 shares; 2025Q4: 7,177 shares; 2026Q1: 8,765 shares 8,765 $992K 0.02% +1,588 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,319 shares; 2025Q1: 4,760 shares; 2025Q2: 11,780 shares; 2025Q3: 12,262 shares; 2025Q4: 12,377 shares; 2026Q1: 13,286 shares 13,286 $990K 0.02% +909 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,468 shares; 2025Q1: 28,623 shares; 2025Q2: 28,381 shares; 2025Q3: 49,452 shares; 2025Q4: 32,530 shares; 2026Q1: 32,530 shares 32,530 $986K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 619 shares; 2025Q2: 1,894 shares; 2025Q3: 1,865 shares; 2025Q4: 776 shares; 2026Q1: 2,964 shares 2,964 $974K 0.02% +2,188 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,090 shares; 2024Q3: 2,799 shares; 2024Q4: 2,157 shares; 2025Q1: 2,859 shares; 2025Q2: 4,962 shares; 2025Q3: 6,055 shares; 2025Q4: 6,319 shares; 2026Q1: 7,362 shares 7,362 $973K 0.02% +1,043 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,445 shares; 2024Q3: 6,874 shares; 2024Q4: 6,808 shares; 2025Q1: 6,988 shares; 2025Q2: 9,044 shares; 2025Q3: 7,707 shares; 2025Q4: 8,329 shares; 2026Q1: 10,809 shares 10,809 $968K 0.02% +2,480 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; 2024Q2: 528 shares; 2024Q3: 783 shares; 2024Q4: 722 shares; 2025Q1: 794 shares; 2025Q2: 1,603 shares; 2025Q3: 954 shares; 2025Q4: 1,441 shares; 2026Q1: 2,143 shares 2,143 $957K 0.02% +702 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; 2024Q2: not reported; 2024Q3: 33,263 shares; 2024Q4: 106,573 shares; 2025Q1: 112,319 shares; 2025Q2: 110,517 shares; 2025Q3: 43,502 shares; 2025Q4: 33,748 shares; 2026Q1: 30,930 shares 30,930 $949K 0.02% -2,818 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,091 shares; 2025Q3: 2,473 shares; 2025Q4: 2,572 shares; 2026Q1: 2,742 shares 2,742 $946K 0.02% +170 Timeline FFEB 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; 2024Q2: 18,131 shares; 2024Q3: 17,752 shares; 2024Q4: 17,650 shares; 2025Q1: 15,935 shares; 2025Q2: 15,935 shares; 2025Q3: 18,216 shares; 2025Q4: 16,803 shares; 2026Q1: 16,803 shares 16,803 $938K 0.02% 0 Timeline DNOV 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; 2024Q2: 20,070 shares; 2024Q3: 20,070 shares; 2024Q4: 19,845 shares; 2025Q1: 19,567 shares; 2025Q2: 19,567 shares; 2025Q3: 19,453 shares; 2025Q4: 19,453 shares; 2026Q1: 19,453 shares 19,453 $932K 0.02% 0 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; 2024Q2: 12,234 shares; 2024Q3: 18,814 shares; 2024Q4: 12,382 shares; 2025Q1: 13,695 shares; 2025Q2: 26,631 shares; 2025Q3: 9,404 shares; 2025Q4: 20,895 shares; 2026Q1: 32,345 shares 32,345 $929K 0.02% +11,450 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; 2024Q2: not reported; 2024Q3: 750 shares; 2024Q4: 746 shares; 2025Q1: 1,436 shares; 2025Q2: 890 shares; 2025Q3: 913 shares; 2025Q4: 1,018 shares; 2026Q1: 1,329 shares 1,329 $927K 0.02% +311 Timeline AVSU 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; 2024Q2: 16,298 shares; 2024Q3: 17,090 shares; 2024Q4: 16,087 shares; 2025Q1: 15,492 shares; 2025Q2: 15,881 shares; 2025Q3: 15,746 shares; 2025Q4: 13,288 shares; 2026Q1: 12,507 shares 12,507 $925K 0.02% -781 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,021 shares; 2025Q3: 2,994 shares; 2025Q4: 3,051 shares; 2026Q1: 3,076 shares 3,076 $919K 0.02% +25 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; 2024Q2: 1,673 shares; 2024Q3: 1,757 shares; 2024Q4: 1,766 shares; 2025Q1: 1,771 shares; 2025Q2: 4,555 shares; 2025Q3: 4,282 shares; 2025Q4: 4,357 shares; 2026Q1: 5,032 shares 5,032 $918K 0.02% +675 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; 2024Q2: not reported; 2024Q3: 2,280 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,728 shares; 2025Q3: not reported; 2025Q4: 9,069 shares; 2026Q1: 10,732 shares 10,732 $915K 0.02% +1,663 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,326 shares; 2025Q3: 10,326 shares; 2025Q4: 45,826 shares; 2026Q1: 53,300 shares 53,300 $912K 0.02% +7,474 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,737 shares; 2024Q3: 4,872 shares; 2024Q4: 4,898 shares; 2025Q1: 5,417 shares; 2025Q2: 14,510 shares; 2025Q3: 12,964 shares; 2025Q4: 10,743 shares; 2026Q1: 8,867 shares 8,867 $910K 0.02% -1,876 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 14,296 shares; 2024Q4: 14,296 shares; 2025Q1: 14,296 shares; 2025Q2: 25,411 shares; 2025Q3: 25,411 shares; 2025Q4: 25,411 shares; 2026Q1: 25,411 shares 25,411 $901K 0.02% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,651 shares; 2025Q1: 5,597 shares; 2025Q2: 5,827 shares; 2025Q3: 6,148 shares; 2025Q4: 6,262 shares; 2026Q1: 7,772 shares 7,772 $898K 0.02% +1,510 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,587 shares; 2024Q3: 4,774 shares; 2024Q4: 6,012 shares; 2025Q1: 10,379 shares; 2025Q2: 5,731 shares; 2025Q3: 5,653 shares; 2025Q4: 4,508 shares; 2026Q1: 4,160 shares 4,160 $889K 0.02% -348 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 293 shares; 2024Q3: 342 shares; 2024Q4: 345 shares; 2025Q1: 339 shares; 2025Q2: 397 shares; 2025Q3: 609 shares; 2025Q4: 594 shares; 2026Q1: 904 shares 904 $886K 0.02% +310 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,912 shares; 2024Q4: 2,951 shares; 2025Q1: 3,277 shares; 2025Q2: 6,469 shares; 2025Q3: 5,471 shares; 2025Q4: 7,404 shares; 2026Q1: 14,122 shares 14,122 $886K 0.02% +6,718 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; 2024Q2: 4,102 shares; 2024Q3: 4,648 shares; 2024Q4: 4,661 shares; 2025Q1: 4,761 shares; 2025Q2: 5,531 shares; 2025Q3: 4,970 shares; 2025Q4: 5,380 shares; 2026Q1: 6,731 shares 6,731 $882K 0.02% +1,351 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 2,288 shares; 2025Q3: 2,274 shares; 2025Q4: 2,329 shares; 2026Q1: 2,783 shares 2,783 $874K 0.02% +454 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,908 shares; 2025Q4: 1,934 shares; 2026Q1: 2,236 shares 2,236 $868K 0.02% +302 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,475 shares; 2025Q1: 3,693 shares; 2025Q2: 3,495 shares; 2025Q3: 3,007 shares; 2025Q4: 2,714 shares; 2026Q1: 2,974 shares 2,974 $865K 0.02% +260 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,411 shares; 2025Q3: 3,145 shares; 2025Q4: 3,044 shares; 2026Q1: 4,350 shares 4,350 $860K 0.02% +1,306 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; 2024Q2: 3,521 shares; 2024Q3: 3,863 shares; 2024Q4: 3,734 shares; 2025Q1: 3,859 shares; 2025Q2: 4,087 shares; 2025Q3: 3,537 shares; 2025Q4: 6,885 shares; 2026Q1: 6,468 shares 6,468 $860K 0.02% -417 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; 2024Q2: not reported; 2024Q3: 2,513 shares; 2024Q4: 2,522 shares; 2025Q1: 2,569 shares; 2025Q2: 6,275 shares; 2025Q3: 6,044 shares; 2025Q4: 5,927 shares; 2026Q1: 6,527 shares 6,527 $856K 0.02% +600 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 11,847 shares; 2024Q4: 12,328 shares; 2025Q1: 13,004 shares; 2025Q2: 18,240 shares; 2025Q3: 18,002 shares; 2025Q4: 17,903 shares; 2026Q1: 17,474 shares 17,474 $846K 0.02% -429 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,450 shares; 2025Q4: 6,335 shares; 2026Q1: 7,756 shares 7,756 $840K 0.02% +1,421 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,246 shares; 2024Q3: 8,987 shares; 2024Q4: 9,818 shares; 2025Q1: 10,439 shares; 2025Q2: 10,789 shares; 2025Q3: 10,147 shares; 2025Q4: 10,137 shares; 2026Q1: 11,706 shares 11,706 $833K 0.02% +1,569 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 26,726 shares; 2024Q3: 30,887 shares; 2024Q4: 31,753 shares; 2025Q1: 31,462 shares; 2025Q2: 17,323 shares; 2025Q3: 14,018 shares; 2025Q4: 11,931 shares; 2026Q1: 11,184 shares 11,184 $832K 0.02% -747 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; 2024Q2: not reported; 2024Q3: 3,363 shares; 2024Q4: not reported; 2025Q1: 3,524 shares; 2025Q2: 13,489 shares; 2025Q3: 11,880 shares; 2025Q4: 8,785 shares; 2026Q1: 11,514 shares 11,514 $828K 0.02% +2,729 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,481 shares; 2024Q3: 73,780 shares; 2024Q4: 74,294 shares; 2025Q1: 71,845 shares; 2025Q2: 21,204 shares; 2025Q3: 16,715 shares; 2025Q4: 13,798 shares; 2026Q1: 13,142 shares 13,142 $822K 0.02% -656 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,652 shares; 2026Q1: 10,561 shares 10,561 $818K 0.02% +1,909 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 729 shares; 2024Q4: not reported; 2025Q1: 738 shares; 2025Q2: 1,949 shares; 2025Q3: 1,629 shares; 2025Q4: 1,011 shares; 2026Q1: 3,051 shares 3,051 $814K 0.02% +2,040 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,648 shares; 2024Q3: 4,278 shares; 2024Q4: 3,932 shares; 2025Q1: 5,210 shares; 2025Q2: 6,435 shares; 2025Q3: 7,746 shares; 2025Q4: 8,024 shares; 2026Q1: 6,314 shares 6,314 $813K 0.02% -1,710 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 17,074 shares; 2024Q3: 16,998 shares; 2024Q4: 20,629 shares; 2025Q1: 21,090 shares; 2025Q2: 23,475 shares; 2025Q3: 23,275 shares; 2025Q4: 20,951 shares; 2026Q1: 19,974 shares 19,974 $813K 0.02% -977 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; 2024Q2: 2,683 shares; 2024Q3: 2,914 shares; 2024Q4: 2,944 shares; 2025Q1: 2,942 shares; 2025Q2: 3,410 shares; 2025Q3: 3,201 shares; 2025Q4: 2,703 shares; 2026Q1: 4,184 shares 4,184 $812K 0.02% +1,481 Timeline AVSD 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; 2024Q2: 8,613 shares; 2024Q3: 7,794 shares; 2024Q4: 10,248 shares; 2025Q1: 11,226 shares; 2025Q2: 10,367 shares; 2025Q3: 10,965 shares; 2025Q4: 11,343 shares; 2026Q1: 11,022 shares 11,022 $812K 0.02% -321 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; 2024Q2: 1,555 shares; 2024Q3: 1,719 shares; 2024Q4: 1,707 shares; 2025Q1: 1,685 shares; 2025Q2: 3,858 shares; 2025Q3: 3,107 shares; 2025Q4: 2,159 shares; 2026Q1: 5,137 shares 5,137 $808K 0.02% +2,978 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; 2024Q2: 8,061 shares; 2024Q3: 11,285 shares; 2024Q4: 9,322 shares; 2025Q1: 6,140 shares; 2025Q2: 21,105 shares; 2025Q3: 13,354 shares; 2025Q4: 11,599 shares; 2026Q1: 13,721 shares 13,721 $807K 0.02% +2,122 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,130 shares; 2024Q3: 4,720 shares; 2024Q4: 3,715 shares; 2025Q1: 3,316 shares; 2025Q2: 8,304 shares; 2025Q3: 8,366 shares; 2025Q4: 8,200 shares; 2026Q1: 8,636 shares 8,636 $803K 0.02% +436 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,178 shares; 2025Q1: 2,126 shares; 2025Q2: 2,092 shares; 2025Q3: 2,102 shares; 2025Q4: 2,092 shares; 2026Q1: 2,206 shares 2,206 $801K 0.02% +114 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,699 shares; 2024Q3: 3,989 shares; 2024Q4: 4,009 shares; 2025Q1: 4,415 shares; 2025Q2: 4,758 shares; 2025Q3: 4,370 shares; 2025Q4: 5,342 shares; 2026Q1: 9,786 shares 9,786 $800K 0.02% +4,444 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,185 shares; 2026Q1: 44,206 shares 44,206 $793K 0.02% +15,021 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,295 shares; 2025Q1: not reported; 2025Q2: 3,412 shares; 2025Q3: 3,398 shares; 2025Q4: 3,706 shares; 2026Q1: 3,814 shares 3,814 $789K 0.02% +108 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; 2024Q2: 6,197 shares; 2024Q3: 6,725 shares; 2024Q4: 6,672 shares; 2025Q1: 6,359 shares; 2025Q2: 8,091 shares; 2025Q3: 5,586 shares; 2025Q4: 6,770 shares; 2026Q1: 10,825 shares 10,825 $788K 0.02% +4,055 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; 2024Q2: not reported; 2024Q3: 2,556 shares; 2024Q4: 3,792 shares; 2025Q1: 5,897 shares; 2025Q2: 6,864 shares; 2025Q3: not reported; 2025Q4: 5,784 shares; 2026Q1: 7,977 shares 7,977 $785K 0.02% +2,193 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,304 shares; 2024Q3: 24,576 shares; 2024Q4: 28,750 shares; 2025Q1: 41,070 shares; 2025Q2: 73,492 shares; 2025Q3: 88,038 shares; 2025Q4: 86,262 shares; 2026Q1: 37,402 shares 37,402 $776K 0.02% -48,860 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 842 shares; 2025Q1: 921 shares; 2025Q2: 1,521 shares; 2025Q3: 1,972 shares; 2025Q4: 1,976 shares; 2026Q1: 2,655 shares 2,655 $774K 0.02% +679 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 798 shares; 2024Q4: 835 shares; 2025Q1: 866 shares; 2025Q2: 969 shares; 2025Q3: 1,313 shares; 2025Q4: 1,753 shares; 2026Q1: 3,228 shares 3,228 $773K 0.02% +1,475 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,074 shares; 2025Q3: 2,096 shares; 2025Q4: 2,095 shares; 2026Q1: 2,232 shares 2,232 $771K 0.02% +137 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,762 shares; 2024Q3: 3,326 shares; 2024Q4: 3,386 shares; 2025Q1: 3,606 shares; 2025Q2: 4,308 shares; 2025Q3: 4,648 shares; 2025Q4: 5,540 shares; 2026Q1: 5,299 shares 5,299 $770K 0.02% -241 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; 2024Q2: 579 shares; 2024Q3: 658 shares; 2024Q4: 1,053 shares; 2025Q1: 1,938 shares; 2025Q2: 2,289 shares; 2025Q3: 2,739 shares; 2025Q4: 2,613 shares; 2026Q1: 2,617 shares 2,617 $766K 0.02% +4 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 22,167 shares; 2024Q3: 22,167 shares; 2024Q4: 22,167 shares; 2025Q1: 22,167 shares; 2025Q2: 22,167 shares; 2025Q3: 22,167 shares; 2025Q4: 31,387 shares; 2026Q1: 31,387 shares 31,387 $766K 0.02% 0 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,421 shares 16,421 $765K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,543 shares; 2024Q3: 3,874 shares; 2024Q4: 6,733 shares; 2025Q1: 10,488 shares; 2025Q2: 10,451 shares; 2025Q3: 9,662 shares; 2025Q4: 9,694 shares; 2026Q1: 7,744 shares 7,744 $756K 0.02% -1,950 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,482 shares; 2025Q3: 11,603 shares; 2025Q4: 17,427 shares; 2026Q1: 22,524 shares 22,524 $755K 0.02% +5,097 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; 2024Q2: 11,186 shares; 2024Q3: 11,464 shares; 2024Q4: 10,653 shares; 2025Q1: 10,548 shares; 2025Q2: 11,126 shares; 2025Q3: 11,874 shares; 2025Q4: 14,444 shares; 2026Q1: 16,028 shares 16,028 $752K 0.02% +1,584 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,669 shares; 2024Q3: 10,762 shares; 2024Q4: 10,669 shares; 2025Q1: 10,770 shares; 2025Q2: 10,669 shares; 2025Q3: 10,669 shares; 2025Q4: 10,196 shares; 2026Q1: 10,196 shares 10,196 $751K 0.02% 0 Timeline PAXS PIMCO ACCESS INCOME FUND More: the full row for PIMCO ACCESS INCOME FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 30,688 shares; 2024Q3: 35,388 shares; 2024Q4: 67,838 shares; 2025Q1: 82,588 shares; 2025Q2: 54,650 shares; 2025Q3: 56,650 shares; 2025Q4: 65,650 shares; 2026Q1: 51,700 shares 51,700 $745K 0.02% -13,950 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; 2024Q2: 1,072 shares; 2024Q3: 1,394 shares; 2024Q4: 1,414 shares; 2025Q1: 1,398 shares; 2025Q2: 1,568 shares; 2025Q3: 1,770 shares; 2025Q4: 1,897 shares; 2026Q1: 2,326 shares 2,326 $740K 0.02% +429 Timeline ZYME ZYMEWORKS INC More: the full row for ZYMEWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 28,897 shares; 2024Q3: 28,897 shares; 2024Q4: 28,897 shares; 2025Q1: 28,941 shares; 2025Q2: 29,040 shares; 2025Q3: 29,050 shares; 2025Q4: 29,050 shares; 2026Q1: 29,050 shares 29,050 $727K 0.02% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,469 shares; 2024Q3: 5,469 shares; 2024Q4: 5,469 shares; 2025Q1: 5,405 shares; 2025Q2: 5,593 shares; 2025Q3: 4,517 shares; 2025Q4: 4,801 shares; 2026Q1: 4,999 shares 4,999 $727K 0.02% +198 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; 2024Q2: not reported; 2024Q3: 212 shares; 2024Q4: 212 shares; 2025Q1: 221 shares; 2025Q2: 6,948 shares; 2025Q3: 7,338 shares; 2025Q4: 7,115 shares; 2026Q1: 7,877 shares 7,877 $727K 0.02% +762 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; 2024Q2: not reported; 2024Q3: 3,521 shares; 2024Q4: 4,063 shares; 2025Q1: 4,174 shares; 2025Q2: 5,236 shares; 2025Q3: 6,308 shares; 2025Q4: 6,352 shares; 2026Q1: 6,262 shares 6,262 $725K 0.02% -90 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,439 shares; 2024Q3: 4,033 shares; 2024Q4: 4,202 shares; 2025Q1: 4,650 shares; 2025Q2: 5,162 shares; 2025Q3: 4,659 shares; 2025Q4: 4,627 shares; 2026Q1: 5,068 shares 5,068 $725K 0.02% +441 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; 2024Q2: 10,304 shares; 2024Q3: 7,542 shares; 2024Q4: 7,382 shares; 2025Q1: 7,397 shares; 2025Q2: 14,741 shares; 2025Q3: 21,784 shares; 2025Q4: 14,007 shares; 2026Q1: 10,964 shares 10,964 $724K 0.02% -3,043 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; 2024Q2: not reported; 2024Q3: 12,269 shares; 2024Q4: 22,026 shares; 2025Q1: 40,716 shares; 2025Q2: 53,869 shares; 2025Q3: 61,241 shares; 2025Q4: 63,274 shares; 2026Q1: 62,686 shares 62,686 $723K 0.02% -588 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,566 shares; 2024Q4: 3,755 shares; 2025Q1: 3,921 shares; 2025Q2: 7,124 shares; 2025Q3: 7,022 shares; 2025Q4: 7,063 shares; 2026Q1: 7,922 shares 7,922 $721K 0.02% +859 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,702 shares; 2024Q3: 6,308 shares; 2024Q4: 6,363 shares; 2025Q1: 6,592 shares; 2025Q2: 7,677 shares; 2025Q3: 8,220 shares; 2025Q4: 7,265 shares; 2026Q1: 9,519 shares 9,519 $717K 0.02% +2,254 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; 2024Q2: 5,556 shares; 2024Q3: 6,693 shares; 2024Q4: 4,670 shares; 2025Q1: 5,892 shares; 2025Q2: 14,319 shares; 2025Q3: 4,939 shares; 2025Q4: 8,449 shares; 2026Q1: 12,364 shares 12,364 $713K 0.02% +3,915 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,364 shares; 2024Q3: 8,215 shares; 2024Q4: 7,456 shares; 2025Q1: 7,778 shares; 2025Q2: 6,970 shares; 2025Q3: 6,428 shares; 2025Q4: 6,267 shares; 2026Q1: 6,291 shares 6,291 $712K 0.02% +24 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,839 shares; 2025Q3: 6,451 shares; 2025Q4: 6,654 shares; 2026Q1: 9,844 shares 9,844 $707K 0.02% +3,190 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; 2024Q2: not reported; 2024Q3: 1,005 shares; 2024Q4: 981 shares; 2025Q1: 1,022 shares; 2025Q2: 2,697 shares; 2025Q3: 2,528 shares; 2025Q4: 1,432 shares; 2026Q1: 3,352 shares 3,352 $704K 0.02% +1,920 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; 2024Q2: 14,187 shares; 2024Q3: 14,317 shares; 2024Q4: 14,307 shares; 2025Q1: 14,482 shares; 2025Q2: 15,097 shares; 2025Q3: 16,124 shares; 2025Q4: 15,945 shares; 2026Q1: 15,127 shares 15,127 $702K 0.02% -818 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,933 shares; 2024Q4: 4,940 shares; 2025Q1: 5,668 shares; 2025Q2: 10,572 shares; 2025Q3: 10,820 shares; 2025Q4: 5,554 shares; 2026Q1: 7,251 shares 7,251 $700K 0.02% +1,697 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,469 shares; 2025Q3: 1,972 shares; 2025Q4: 1,562 shares; 2026Q1: 2,684 shares 2,684 $699K 0.02% +1,122 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; 2024Q2: 1,112 shares; 2024Q3: 1,148 shares; 2024Q4: 1,151 shares; 2025Q1: 1,157 shares; 2025Q2: 1,141 shares; 2025Q3: 1,120 shares; 2025Q4: 1,149 shares; 2026Q1: 1,269 shares 1,269 $697K 0.02% +120 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,531 shares 3,531 $696K 0.02% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 12,248 shares; 2024Q3: 17,053 shares; 2024Q4: 20,015 shares; 2025Q1: 21,861 shares; 2025Q2: 21,977 shares; 2025Q3: 24,148 shares; 2025Q4: 25,147 shares; 2026Q1: 27,436 shares 27,436 $688K 0.02% +2,289 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 415 shares; 2025Q2: 600 shares; 2025Q3: 617 shares; 2025Q4: 627 shares; 2026Q1: 763 shares 763 $683K 0.02% +136 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; 2024Q2: 1,587 shares; 2024Q3: 1,926 shares; 2024Q4: 1,905 shares; 2025Q1: 1,787 shares; 2025Q2: 1,452 shares; 2025Q3: 1,775 shares; 2025Q4: 1,768 shares; 2026Q1: 2,435 shares 2,435 $677K 0.02% +667 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652 shares; 2025Q3: 1,258 shares; 2025Q4: 1,288 shares; 2026Q1: 1,427 shares 1,427 $675K 0.02% +139 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,154 shares; 2024Q3: 2,624 shares; 2024Q4: 8,894 shares; 2025Q1: 2,631 shares; 2025Q2: 2,210 shares; 2025Q3: 4,547 shares; 2025Q4: 2,954 shares; 2026Q1: 1,806 shares 1,806 $670K 0.02% -1,148 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 6,138 shares; 2024Q4: 6,241 shares; 2025Q1: 6,384 shares; 2025Q2: 6,453 shares; 2025Q3: 7,552 shares; 2025Q4: 9,405 shares; 2026Q1: 12,796 shares 12,796 $666K 0.02% +3,391 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,435 shares; 2024Q3: 3,736 shares; 2024Q4: 3,731 shares; 2025Q1: 3,798 shares; 2025Q2: 10,739 shares; 2025Q3: 11,731 shares; 2025Q4: 13,233 shares; 2026Q1: 14,199 shares 14,199 $659K 0.02% +966 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; 2024Q2: 653 shares; 2024Q3: 762 shares; 2024Q4: 757 shares; 2025Q1: 781 shares; 2025Q2: 881 shares; 2025Q3: 877 shares; 2025Q4: 869 shares; 2026Q1: 903 shares 903 $658K 0.02% +34 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; 2024Q2: not reported; 2024Q3: 1,476 shares; 2024Q4: 1,483 shares; 2025Q1: 1,492 shares; 2025Q2: 1,587 shares; 2025Q3: 1,240 shares; 2025Q4: 1,787 shares; 2026Q1: 2,003 shares 2,003 $655K 0.02% +216 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,494 shares; 2024Q3: 1,496 shares; 2024Q4: 1,496 shares; 2025Q1: 1,545 shares; 2025Q2: 2,227 shares; 2025Q3: 2,032 shares; 2025Q4: 2,024 shares; 2026Q1: 2,189 shares 2,189 $653K 0.02% +165 Timeline BUFR 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,907 shares; 2025Q2: 14,380 shares; 2025Q3: 15,543 shares; 2025Q4: 18,534 shares; 2026Q1: 19,195 shares 19,195 $648K 0.02% +661 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 13,446 shares; 2024Q3: 14,669 shares; 2024Q4: 13,549 shares; 2025Q1: 15,878 shares; 2025Q2: 22,817 shares; 2025Q3: 22,714 shares; 2025Q4: 12,215 shares; 2026Q1: 9,969 shares 9,969 $646K 0.02% -2,246 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; 2024Q2: not reported; 2024Q3: 1,670 shares; 2024Q4: 1,273 shares; 2025Q1: 1,404 shares; 2025Q2: 2,262 shares; 2025Q3: 1,277 shares; 2025Q4: 1,461 shares; 2026Q1: 2,308 shares 2,308 $645K 0.02% +847 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,065 shares; 2025Q3: 1,151 shares; 2025Q4: 1,153 shares; 2026Q1: 1,187 shares 1,187 $642K 0.02% +34 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,639 shares; 2025Q2: 2,083 shares; 2025Q3: 2,643 shares; 2025Q4: 2,767 shares; 2026Q1: 3,513 shares 3,513 $640K 0.02% +746 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 511 shares; 2024Q3: 551 shares; 2024Q4: 550 shares; 2025Q1: 579 shares; 2025Q2: 607 shares; 2025Q3: 568 shares; 2025Q4: 593 shares; 2026Q1: 598 shares 598 $638K 0.02% +5 Timeline GRID 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; 2024Q2: 12,651 shares; 2024Q3: 3,061 shares; 2024Q4: 4,192 shares; 2025Q1: 4,326 shares; 2025Q2: 4,151 shares; 2025Q3: 4,272 shares; 2025Q4: 4,376 shares; 2026Q1: 3,840 shares 3,840 $628K 0.02% -536 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,234 shares; 2024Q3: 1,397 shares; 2024Q4: 1,373 shares; 2025Q1: 1,373 shares; 2025Q2: 2,195 shares; 2025Q3: 1,287 shares; 2025Q4: 1,958 shares; 2026Q1: 2,857 shares 2,857 $626K 0.02% +899 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,246 shares; 2024Q3: 1,368 shares; 2024Q4: 1,372 shares; 2025Q1: 1,394 shares; 2025Q2: 2,423 shares; 2025Q3: 2,933 shares; 2025Q4: 3,053 shares; 2026Q1: 3,962 shares 3,962 $623K 0.02% +909 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,613 shares; 2025Q3: 4,045 shares; 2025Q4: 4,090 shares; 2026Q1: 3,730 shares 3,730 $612K 0.02% -360 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; 2024Q2: 854 shares; 2024Q3: 906 shares; 2024Q4: 911 shares; 2025Q1: 938 shares; 2025Q2: 979 shares; 2025Q3: 954 shares; 2025Q4: 1,236 shares; 2026Q1: 1,377 shares 1,377 $612K 0.02% +141 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,457 shares; 2025Q3: 3,502 shares; 2025Q4: 4,324 shares; 2026Q1: 4,841 shares 4,841 $612K 0.02% +517 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,548 shares; 2024Q3: 4,192 shares; 2024Q4: 2,972 shares; 2025Q1: 2,887 shares; 2025Q2: 5,069 shares; 2025Q3: 5,126 shares; 2025Q4: 5,209 shares; 2026Q1: 5,318 shares 5,318 $612K 0.02% +109 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,340 shares; 2025Q4: 48,401 shares; 2026Q1: 44,973 shares 44,973 $610K 0.02% -3,428 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; 2024Q2: 629 shares; 2024Q3: 645 shares; 2024Q4: 646 shares; 2025Q1: not reported; 2025Q2: 858 shares; 2025Q3: 953 shares; 2025Q4: 1,092 shares; 2026Q1: 1,026 shares 1,026 $608K 0.02% -66 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,369 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,615 shares; 2025Q4: 1,749 shares; 2026Q1: 2,048 shares 2,048 $607K 0.02% +299 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,413 shares; 2024Q3: 1,754 shares; 2024Q4: 1,611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,347 shares; 2025Q4: 4,309 shares; 2026Q1: 5,006 shares 5,006 $607K 0.02% +697 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,672 shares; 2024Q4: 2,655 shares; 2025Q1: 2,735 shares; 2025Q2: 4,653 shares; 2025Q3: 5,260 shares; 2025Q4: 7,730 shares; 2026Q1: 8,439 shares 8,439 $602K 0.01% +709 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 5,481 shares; 2025Q4: 5,818 shares; 2026Q1: 7,115 shares 7,115 $596K 0.01% +1,297 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 5,499 shares; 2024Q4: not reported; 2025Q1: 5,063 shares; 2025Q2: 7,801 shares; 2025Q3: 8,161 shares; 2025Q4: 9,395 shares; 2026Q1: 10,186 shares 10,186 $596K 0.01% +791 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; 2024Q2: 2,157 shares; 2024Q3: 2,338 shares; 2024Q4: 2,346 shares; 2025Q1: 2,388 shares; 2025Q2: 2,816 shares; 2025Q3: 2,793 shares; 2025Q4: 2,717 shares; 2026Q1: 3,163 shares 3,163 $590K 0.01% +446 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,076 shares; 2025Q3: 2,950 shares; 2025Q4: 2,560 shares; 2026Q1: 4,058 shares 4,058 $587K 0.01% +1,498 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,725 shares; 2025Q3: 1,844 shares; 2025Q4: 1,976 shares; 2026Q1: 2,201 shares 2,201 $586K 0.01% +225 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,801 shares; 2026Q1: 4,611 shares 4,611 $582K 0.01% +1,810 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; 2024Q2: 816 shares; 2024Q3: 861 shares; 2024Q4: 632 shares; 2025Q1: 660 shares; 2025Q2: 349 shares; 2025Q3: 394 shares; 2025Q4: 402 shares; 2026Q1: 441 shares 441 $582K 0.01% +39 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,897 shares; 2025Q3: 7,656 shares; 2025Q4: 7,838 shares; 2026Q1: 8,015 shares 8,015 $581K 0.01% +177 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,373 shares; 2025Q3: 9,427 shares; 2025Q4: 9,302 shares; 2026Q1: 14,030 shares 14,030 $576K 0.01% +4,728 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,272 shares; 2025Q3: 7,359 shares; 2025Q4: 10,184 shares; 2026Q1: 11,346 shares 11,346 $575K 0.01% +1,162 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,531 shares; 2025Q3: 4,547 shares; 2025Q4: 4,526 shares; 2026Q1: 4,838 shares 4,838 $572K 0.01% +312 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 8,439 shares; 2024Q3: 9,077 shares; 2024Q4: 9,238 shares; 2025Q1: 9,236 shares; 2025Q2: 9,782 shares; 2025Q3: 9,264 shares; 2025Q4: 8,984 shares; 2026Q1: 9,238 shares 9,238 $569K 0.01% +254 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,756 shares; 2025Q1: 6,235 shares; 2025Q2: 6,328 shares; 2025Q3: 6,206 shares; 2025Q4: 6,038 shares; 2026Q1: 5,831 shares 5,831 $569K 0.01% -207 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; 2024Q2: 865 shares; 2024Q3: 1,444 shares; 2024Q4: 1,615 shares; 2025Q1: 1,150 shares; 2025Q2: 1,786 shares; 2025Q3: 1,765 shares; 2025Q4: 1,833 shares; 2026Q1: 1,773 shares 1,773 $568K 0.01% -60 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,438 shares; 2024Q3: 4,523 shares; 2024Q4: 4,518 shares; 2025Q1: 4,543 shares; 2025Q2: 5,030 shares; 2025Q3: 5,107 shares; 2025Q4: 5,162 shares; 2026Q1: 4,727 shares 4,727 $565K 0.01% -435 Timeline SPLV 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; 2024Q2: 5,702 shares; 2024Q3: 9,126 shares; 2024Q4: 9,126 shares; 2025Q1: 10,252 shares; 2025Q2: 11,965 shares; 2025Q3: 11,977 shares; 2025Q4: 8,795 shares; 2026Q1: 7,721 shares 7,721 $565K 0.01% -1,074 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,564 shares; 2025Q3: 4,398 shares; 2025Q4: 4,860 shares; 2026Q1: 5,138 shares 5,138 $564K 0.01% +278 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,588 shares; 2025Q3: 9,641 shares; 2025Q4: 9,728 shares; 2026Q1: 11,472 shares 11,472 $562K 0.01% +1,744 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,013 shares; 2024Q3: 5,924 shares; 2024Q4: 4,745 shares; 2025Q1: 5,130 shares; 2025Q2: 5,594 shares; 2025Q3: 6,902 shares; 2025Q4: 5,604 shares; 2026Q1: 8,614 shares 8,614 $560K 0.01% +3,010 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,748 shares; 2024Q3: 2,775 shares; 2024Q4: 2,893 shares; 2025Q1: 3,304 shares; 2025Q2: 3,317 shares; 2025Q3: 3,380 shares; 2025Q4: 3,466 shares; 2026Q1: 3,664 shares 3,664 $560K 0.01% +198 Timeline PWZ 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; 2024Q2: 70,800 shares; 2024Q3: 71,472 shares; 2024Q4: 76,260 shares; 2025Q1: 75,235 shares; 2025Q2: 24,275 shares; 2025Q3: 21,125 shares; 2025Q4: 23,039 shares; 2026Q1: 23,445 shares 23,445 $560K 0.01% +406 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,256 shares; 2024Q3: 16,236 shares; 2024Q4: 16,206 shares; 2025Q1: 16,206 shares; 2025Q2: 13,126 shares; 2025Q3: 11,791 shares; 2025Q4: 11,751 shares; 2026Q1: 11,751 shares 11,751 $557K 0.01% 0 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 37,560 shares; 2024Q3: 37,560 shares; 2024Q4: 40,403 shares; 2025Q1: 38,054 shares; 2025Q2: 50,213 shares; 2025Q3: 26,158 shares; 2025Q4: 29,142 shares; 2026Q1: 29,170 shares 29,170 $554K 0.01% +28 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 595 shares; 2024Q4: not reported; 2025Q1: 625 shares; 2025Q2: 1,527 shares; 2025Q3: 1,638 shares; 2025Q4: 1,155 shares; 2026Q1: 1,716 shares 1,716 $554K 0.01% +561 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 457 shares; 2024Q4: 459 shares; 2025Q1: 500 shares; 2025Q2: 612 shares; 2025Q3: 581 shares; 2025Q4: 869 shares; 2026Q1: 1,269 shares 1,269 $554K 0.01% +400 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,128 shares; 2024Q3: 1,128 shares; 2024Q4: 1,129 shares; 2025Q1: not reported; 2025Q2: 1,016 shares; 2025Q3: 987 shares; 2025Q4: 989 shares; 2026Q1: 1,058 shares 1,058 $552K 0.01% +69 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,142 shares; 2024Q3: 1,024 shares; 2024Q4: 1,037 shares; 2025Q1: 1,060 shares; 2025Q2: 1,106 shares; 2025Q3: 1,078 shares; 2025Q4: 1,041 shares; 2026Q1: 1,183 shares 1,183 $549K 0.01% +142 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,868 shares; 2024Q3: 7,833 shares; 2024Q4: 6,282 shares; 2025Q1: 6,711 shares; 2025Q2: not reported; 2025Q3: 5,567 shares; 2025Q4: 8,226 shares; 2026Q1: 8,983 shares 8,983 $548K 0.01% +757 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,500 shares; 2025Q2: 5,900 shares; 2025Q3: 12,800 shares; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares 13,300 $548K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,562 shares; 2025Q3: 1,776 shares; 2025Q4: 1,877 shares; 2026Q1: 2,538 shares 2,538 $544K 0.01% +661 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,502 shares; 2025Q3: 2,243 shares; 2025Q4: 2,625 shares; 2026Q1: 2,657 shares 2,657 $542K 0.01% +32 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,725 shares; 2026Q1: 2,491 shares 2,491 $540K 0.01% +766 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,667 shares; 2025Q4: 5,444 shares; 2026Q1: 6,575 shares 6,575 $538K 0.01% +1,131 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,898 shares; 2026Q1: 6,404 shares 6,404 $536K 0.01% +506 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; 2024Q2: not reported; 2024Q3: 678 shares; 2024Q4: 698 shares; 2025Q1: 763 shares; 2025Q2: 1,108 shares; 2025Q3: 1,345 shares; 2025Q4: 1,130 shares; 2026Q1: 1,278 shares 1,278 $533K 0.01% +148 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 23,415 shares; 2024Q4: 10,794 shares; 2025Q1: 7,632 shares; 2025Q2: 7,118 shares; 2025Q3: 6,162 shares; 2025Q4: 6,159 shares; 2026Q1: 6,031 shares 6,031 $530K 0.01% -128 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,105 shares; 2025Q1: 5,262 shares; 2025Q2: 6,624 shares; 2025Q3: 8,467 shares; 2025Q4: 8,620 shares; 2026Q1: 11,511 shares 11,511 $529K 0.01% +2,891 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,496 shares; 2025Q4: 2,788 shares; 2026Q1: 4,438 shares 4,438 $526K 0.01% +1,650 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,910 shares; 2025Q4: 23,176 shares; 2026Q1: 29,869 shares 29,869 $525K 0.01% +6,693 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,563 shares; 2026Q1: 7,117 shares 7,117 $521K 0.01% +1,554 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,963 shares; 2025Q4: 3,114 shares; 2026Q1: 3,805 shares 3,805 $517K 0.01% +691 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 23,518 shares; 2024Q4: 23,837 shares; 2025Q1: 25,761 shares; 2025Q2: 27,391 shares; 2025Q3: 27,726 shares; 2025Q4: 28,353 shares; 2026Q1: 30,336 shares 30,336 $515K 0.01% +1,983 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,183 shares; 2025Q3: 7,617 shares; 2025Q4: 7,187 shares; 2026Q1: 7,656 shares 7,656 $513K 0.01% +469 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,781 shares; 2025Q4: 14,193 shares; 2026Q1: 15,671 shares 15,671 $513K 0.01% +1,478 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,689 shares; 2024Q4: 2,077 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,096 shares; 2026Q1: 5,643 shares 5,643 $510K 0.01% +1,547 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,999 shares; 2025Q3: 4,403 shares; 2025Q4: 6,346 shares; 2026Q1: 6,329 shares 6,329 $507K 0.01% -17 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 15,883 shares; 2024Q3: 15,449 shares; 2024Q4: 8,940 shares; 2025Q1: 9,406 shares; 2025Q2: 13,232 shares; 2025Q3: 6,390 shares; 2025Q4: 6,307 shares; 2026Q1: 5,520 shares 5,520 $506K 0.01% -787 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 46 shares; 2025Q1: 57 shares; 2025Q2: 158 shares; 2025Q3: 175 shares; 2025Q4: 182 shares; 2026Q1: 118 shares 118 $497K 0.01% -64 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 810 shares; 2025Q4: 1,394 shares; 2026Q1: 1,633 shares 1,633 $497K 0.01% +239 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,397 shares; 2025Q4: not reported; 2026Q1: 18,057 shares 18,057 $493K 0.01% new Timeline JQUA 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; 2024Q2: not reported; 2024Q3: 8,291 shares; 2024Q4: 8,065 shares; 2025Q1: 7,320 shares; 2025Q2: 9,301 shares; 2025Q3: 9,173 shares; 2025Q4: 8,636 shares; 2026Q1: 8,008 shares 8,008 $491K 0.01% -628 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 687 shares; 2025Q3: not reported; 2025Q4: 1,194 shares; 2026Q1: 1,383 shares 1,383 $489K 0.01% +189 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 539 shares; 2025Q3: 519 shares; 2025Q4: 538 shares; 2026Q1: 662 shares 662 $489K 0.01% +124 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,610 shares; 2024Q3: 1,706 shares; 2024Q4: 1,684 shares; 2025Q1: 1,653 shares; 2025Q2: 1,989 shares; 2025Q3: 1,883 shares; 2025Q4: 1,572 shares; 2026Q1: 1,776 shares 1,776 $489K 0.01% +204 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; 2024Q2: not reported; 2024Q3: 1,430 shares; 2024Q4: 1,390 shares; 2025Q1: 1,411 shares; 2025Q2: 1,571 shares; 2025Q3: 1,579 shares; 2025Q4: 1,615 shares; 2026Q1: 1,724 shares 1,724 $487K 0.01% +109 Timeline GUG GUGGENHEIM ACTIVE ALLOC FD More: the full row for GUGGENHEIM ACTIVE ALLOC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 68,092 shares; 2024Q3: 45,992 shares; 2024Q4: 37,142 shares; 2025Q1: 29,539 shares; 2025Q2: 27,539 shares; 2025Q3: 27,539 shares; 2025Q4: 27,939 shares; 2026Q1: 31,939 shares 31,939 $486K 0.01% +4,000 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,720 shares; 2025Q1: 3,683 shares; 2025Q2: 2,819 shares; 2025Q3: 3,194 shares; 2025Q4: 4,219 shares; 2026Q1: 4,312 shares 4,312 $485K 0.01% +93 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,911 shares; 2024Q3: 6,451 shares; 2024Q4: 6,451 shares; 2025Q1: 6,537 shares; 2025Q2: 6,747 shares; 2025Q3: 6,784 shares; 2025Q4: 6,783 shares; 2026Q1: 6,967 shares 6,967 $484K 0.01% +184 Timeline EDF VIRTUS STONE HBR EMRG MKTS I More: the full row for VIRTUS STONE HBR EMRG MKTS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 87,000 shares; 2026Q1: 101,000 shares 101,000 $483K 0.01% +14,000 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 413 shares; 2024Q4: 409 shares; 2025Q1: 456 shares; 2025Q2: 521 shares; 2025Q3: 598 shares; 2025Q4: 618 shares; 2026Q1: 892 shares 892 $481K 0.01% +274 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; 2024Q2: 8,969 shares; 2024Q3: 10,564 shares; 2024Q4: 13,769 shares; 2025Q1: 35,969 shares; 2025Q2: 54,419 shares; 2025Q3: 35,369 shares; 2025Q4: 29,323 shares; 2026Q1: 7,029 shares 7,029 $479K 0.01% -22,294 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,152 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,924 shares 5,924 $477K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,406 shares; 2025Q3: 1,905 shares; 2025Q4: 1,723 shares; 2026Q1: 2,291 shares 2,291 $477K 0.01% +568 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,237 shares; 2024Q3: 4,365 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,182 shares; 2026Q1: 4,870 shares 4,870 $472K 0.01% +688 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,356 shares; 2025Q3: 7,081 shares; 2025Q4: 5,969 shares; 2026Q1: 7,706 shares 7,706 $471K 0.01% +1,737 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; 2024Q2: 534 shares; 2024Q3: 537 shares; 2024Q4: 528 shares; 2025Q1: 538 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 577 shares; 2026Q1: 646 shares 646 $470K 0.01% +69 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,422 shares; 2024Q3: 2,589 shares; 2024Q4: 3,343 shares; 2025Q1: 3,253 shares; 2025Q2: 3,331 shares; 2025Q3: 3,318 shares; 2025Q4: 3,373 shares; 2026Q1: 3,105 shares 3,105 $470K 0.01% -268 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,105 shares; 2025Q3: 1,077 shares; 2025Q4: 1,393 shares; 2026Q1: 1,579 shares 1,579 $469K 0.01% +186 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 664 shares; 2025Q4: 681 shares; 2026Q1: 871 shares 871 $469K 0.01% +190 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,086 shares; 2025Q3: 3,103 shares; 2025Q4: 4,405 shares; 2026Q1: 5,069 shares 5,069 $467K 0.01% +664 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; 2024Q2: 1,560 shares; 2024Q3: 1,484 shares; 2024Q4: 1,492 shares; 2025Q1: 1,483 shares; 2025Q2: 1,754 shares; 2025Q3: 1,546 shares; 2025Q4: 2,279 shares; 2026Q1: 2,383 shares 2,383 $467K 0.01% +104 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,841 shares; 2024Q3: 1,978 shares; 2024Q4: 1,964 shares; 2025Q1: 2,003 shares; 2025Q2: 2,386 shares; 2025Q3: 2,602 shares; 2025Q4: 2,345 shares; 2026Q1: 3,492 shares 3,492 $465K 0.01% +1,147 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: not reported; 2025Q4: 1,539 shares; 2026Q1: 2,815 shares 2,815 $464K 0.01% +1,276 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,934 shares; 2025Q3: 3,052 shares; 2025Q4: 2,676 shares; 2026Q1: 2,984 shares 2,984 $464K 0.01% +308 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 854 shares; 2025Q3: not reported; 2025Q4: 770 shares; 2026Q1: 1,177 shares 1,177 $464K 0.01% +407 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,567 shares; 2025Q3: 4,788 shares; 2025Q4: 4,789 shares; 2026Q1: 4,996 shares 4,996 $463K 0.01% +207 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,063 shares; 2025Q4: 1,153 shares; 2026Q1: 1,196 shares 1,196 $454K 0.01% +43 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 11,247 shares; 2024Q3: 11,220 shares; 2024Q4: 10,881 shares; 2025Q1: 11,199 shares; 2025Q2: 9,720 shares; 2025Q3: 10,188 shares; 2025Q4: 10,508 shares; 2026Q1: 4,837 shares 4,837 $454K 0.01% -5,671 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,988 shares; 2025Q3: 10,873 shares; 2025Q4: 15,374 shares; 2026Q1: 29,000 shares 29,000 $454K 0.01% +13,626 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 58,315 shares; 2024Q3: 39,258 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,230 shares; 2025Q4: 29,259 shares; 2026Q1: 10,712 shares 10,712 $453K 0.01% -18,547 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,166 shares; 2026Q1: 1,398 shares 1,398 $451K 0.01% +232 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,844 shares; 2025Q4: 16,844 shares; 2026Q1: 16,844 shares 16,844 $450K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,391 shares; 2025Q4: not reported; 2026Q1: 2,154 shares 2,154 $447K 0.01% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 894 shares; 2025Q4: 1,062 shares; 2026Q1: 1,095 shares 1,095 $446K 0.01% +33 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 1,007 shares; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,452 shares; 2025Q3: 2,051 shares; 2025Q4: not reported; 2026Q1: 2,636 shares 2,636 $446K 0.01% new 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,472 shares; 2025Q2: 2,158 shares; 2025Q3: 1,772 shares; 2025Q4: 2,014 shares; 2026Q1: 1,138 shares 1,138 $444K 0.01% -876 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,101 shares; 2025Q3: 2,097 shares; 2025Q4: 3,297 shares; 2026Q1: 3,731 shares 3,731 $443K 0.01% +434 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,915 shares; 2025Q3: 5,074 shares; 2025Q4: 5,075 shares; 2026Q1: 5,748 shares 5,748 $442K 0.01% +673 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; 2024Q2: 2,780 shares; 2024Q3: 2,783 shares; 2024Q4: 2,790 shares; 2025Q1: 2,907 shares; 2025Q2: 2,890 shares; 2025Q3: 2,951 shares; 2025Q4: 3,300 shares; 2026Q1: 5,910 shares 5,910 $437K 0.01% +2,610 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 320 shares; 2024Q3: 2,027 shares; 2024Q4: 2,001 shares; 2025Q1: 2,057 shares; 2025Q2: 2,104 shares; 2025Q3: 2,726 shares; 2025Q4: 4,238 shares; 2026Q1: 4,358 shares 4,358 $436K 0.01% +120 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,133 shares; 2025Q3: 1,453 shares; 2025Q4: 1,466 shares; 2026Q1: 1,547 shares 1,547 $435K 0.01% +81 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,746 shares; 2024Q3: 1,782 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,845 shares; 2025Q3: 1,986 shares; 2025Q4: 2,018 shares; 2026Q1: 2,343 shares 2,343 $433K 0.01% +325 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,675 shares; 2024Q4: not reported; 2025Q1: 3,741 shares; 2025Q2: 5,385 shares; 2025Q3: 6,586 shares; 2025Q4: 6,798 shares; 2026Q1: 6,997 shares 6,997 $433K 0.01% +199 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; 2024Q2: 1,523 shares; 2024Q3: 1,758 shares; 2024Q4: 1,740 shares; 2025Q1: 1,951 shares; 2025Q2: 1,597 shares; 2025Q3: 1,793 shares; 2025Q4: 1,723 shares; 2026Q1: 1,647 shares 1,647 $431K 0.01% -76 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,799 shares; 2026Q1: 47,246 shares 47,246 $431K 0.01% +36,447 Timeline CCNE CNB FINL CORP PA More: the full row for CNB FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,880 shares 14,880 $431K 0.01% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,209 shares; 2025Q3: 1,215 shares; 2025Q4: 1,246 shares; 2026Q1: 1,263 shares 1,263 $428K 0.01% +17 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,029 shares; 2024Q3: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 2,023 shares; 2025Q2: 2,206 shares; 2025Q3: 2,089 shares; 2025Q4: 2,089 shares; 2026Q1: 2,120 shares 2,120 $427K 0.01% +31 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares; 2025Q3: 1,964 shares; 2025Q4: 2,166 shares; 2026Q1: 2,134 shares 2,134 $427K 0.01% -32 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; 2024Q2: 2,365 shares; 2024Q3: 2,670 shares; 2024Q4: 2,556 shares; 2025Q1: 2,668 shares; 2025Q2: 3,100 shares; 2025Q3: 2,999 shares; 2025Q4: 3,059 shares; 2026Q1: 3,241 shares 3,241 $425K 0.01% +182 Timeline FJUL 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; 2024Q2: not reported; 2024Q3: 18,730 shares; 2024Q4: 21,461 shares; 2025Q1: 21,155 shares; 2025Q2: 19,850 shares; 2025Q3: 8,226 shares; 2025Q4: 7,500 shares; 2026Q1: 7,735 shares 7,735 $423K 0.01% +235 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,477 shares; 2026Q1: 3,601 shares 3,601 $422K 0.01% +124 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,102 shares; 2025Q1: 5,916 shares; 2025Q2: 6,269 shares; 2025Q3: 6,249 shares; 2025Q4: 6,567 shares; 2026Q1: 6,554 shares 6,554 $417K 0.01% -13 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,232 shares; 2025Q4: 1,258 shares; 2026Q1: 1,296 shares 1,296 $417K 0.01% +38 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,084 shares; 2026Q1: 6,271 shares 6,271 $416K 0.01% +1,187 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 365 shares; 2025Q3: 227 shares; 2025Q4: 225 shares; 2026Q1: 381 shares 381 $416K 0.01% +156 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; 2024Q2: 2,026 shares; 2024Q3: 2,119 shares; 2024Q4: 2,149 shares; 2025Q1: 2,080 shares; 2025Q2: 1,907 shares; 2025Q3: 1,857 shares; 2025Q4: 1,681 shares; 2026Q1: 1,443 shares 1,443 $414K 0.01% -238 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,600 shares; 2026Q1: 15,705 shares 15,705 $414K 0.01% +5,105 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,929 shares; 2024Q3: 2,943 shares; 2024Q4: 2,946 shares; 2025Q1: 3,010 shares; 2025Q2: 3,815 shares; 2025Q3: 3,795 shares; 2025Q4: 3,352 shares; 2026Q1: 3,968 shares 3,968 $411K 0.01% +616 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 25,804 shares; 2025Q1: 15,082 shares; 2025Q2: 8,726 shares; 2025Q3: 9,813 shares; 2025Q4: 8,793 shares; 2026Q1: 7,422 shares 7,422 $411K 0.01% -1,371 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,017 shares; 2025Q3: 5,312 shares; 2025Q4: 5,226 shares; 2026Q1: 5,292 shares 5,292 $411K 0.01% +66 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,070 shares; 2024Q3: 1,089 shares; 2024Q4: 1,090 shares; 2025Q1: 1,032 shares; 2025Q2: 1,081 shares; 2025Q3: 911 shares; 2025Q4: 885 shares; 2026Q1: 963 shares 963 $409K 0.01% +78 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,549 shares; 2025Q1: 11,757 shares; 2025Q2: 13,171 shares; 2025Q3: 12,128 shares; 2025Q4: 12,469 shares; 2026Q1: 12,879 shares 12,879 $409K 0.01% +410 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,971 shares; 2025Q3: 2,885 shares; 2025Q4: 2,996 shares; 2026Q1: 3,866 shares 3,866 $409K 0.01% +870 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; 2024Q2: not reported; 2024Q3: 12,788 shares; 2024Q4: 12,511 shares; 2025Q1: 12,289 shares; 2025Q2: 10,458 shares; 2025Q3: 10,273 shares; 2025Q4: 9,758 shares; 2026Q1: 6,262 shares 6,262 $407K 0.01% -3,496 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,711 shares; 2025Q3: 3,884 shares; 2025Q4: 4,163 shares; 2026Q1: 4,414 shares 4,414 $406K 0.01% +251 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; 2024Q2: 5,522 shares; 2024Q3: 6,757 shares; 2024Q4: 6,399 shares; 2025Q1: 7,090 shares; 2025Q2: 7,793 shares; 2025Q3: 9,712 shares; 2025Q4: 9,355 shares; 2026Q1: 8,058 shares 8,058 $405K 0.01% -1,297 Timeline FNOV 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; 2024Q2: 10,189 shares; 2024Q3: 10,046 shares; 2024Q4: 9,881 shares; 2025Q1: 9,530 shares; 2025Q2: 9,520 shares; 2025Q3: 9,229 shares; 2025Q4: 7,579 shares; 2026Q1: 7,579 shares 7,579 $405K 0.01% 0 Timeline PDP 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; 2024Q2: 3,905 shares; 2024Q3: 3,905 shares; 2024Q4: 3,554 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares; 2025Q3: 3,449 shares; 2025Q4: 3,349 shares; 2026Q1: 3,349 shares 3,349 $404K 0.01% 0 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; 2024Q2: 1,518 shares; 2024Q3: 1,619 shares; 2024Q4: 1,538 shares; 2025Q1: 1,528 shares; 2025Q2: 1,526 shares; 2025Q3: not reported; 2025Q4: 1,906 shares; 2026Q1: 2,060 shares 2,060 $403K 0.01% +154 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,433 shares; 2025Q3: 4,871 shares; 2025Q4: 4,916 shares; 2026Q1: 5,295 shares 5,295 $400K 0.01% +379 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,238 shares; 2025Q2: 9,435 shares; 2025Q3: 7,605 shares; 2025Q4: 8,392 shares; 2026Q1: 9,428 shares 9,428 $400K 0.01% +1,036 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 1,944 shares; 2025Q3: 2,053 shares; 2025Q4: 2,051 shares; 2026Q1: 2,081 shares 2,081 $399K 0.01% +30 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 747 shares; 2024Q3: 840 shares; 2024Q4: 827 shares; 2025Q1: 933 shares; 2025Q2: 1,303 shares; 2025Q3: 1,088 shares; 2025Q4: 855 shares; 2026Q1: 1,000 shares 1,000 $397K 0.01% +145 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,914 shares; 2024Q4: 4,803 shares; 2025Q1: 5,105 shares; 2025Q2: 4,330 shares; 2025Q3: 4,315 shares; 2025Q4: 4,470 shares; 2026Q1: 8,336 shares 8,336 $395K 0.01% +3,866 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 624 shares; 2024Q3: 631 shares; 2024Q4: 659 shares; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 884 shares; 2025Q4: 942 shares; 2026Q1: 823 shares 823 $395K 0.01% -119 Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,531 shares; 2025Q3: 9,658 shares; 2025Q4: not reported; 2026Q1: 17,790 shares 17,790 $394K 0.01% new Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,188 shares; 2024Q4: 5,443 shares; 2025Q1: 5,252 shares; 2025Q2: 5,126 shares; 2025Q3: 5,528 shares; 2025Q4: 5,807 shares; 2026Q1: 6,123 shares 6,123 $392K 0.01% +316 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 7,381 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,828 shares; 2025Q4: 9,134 shares; 2026Q1: 9,210 shares 9,210 $391K 0.01% +76 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,638 shares; 2025Q2: 4,197 shares; 2025Q3: 4,807 shares; 2025Q4: 5,911 shares; 2026Q1: 5,186 shares 5,186 $391K 0.01% -725 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,065 shares; 2024Q3: 41,890 shares; 2024Q4: 23,707 shares; 2025Q1: 12,760 shares; 2025Q2: 12,304 shares; 2025Q3: 9,804 shares; 2025Q4: 9,288 shares; 2026Q1: 8,448 shares 8,448 $390K 0.01% -840 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,290 shares; 2024Q3: 6,390 shares; 2024Q4: 4,890 shares; 2025Q1: 6,890 shares; 2025Q2: 6,070 shares; 2025Q3: 17,300 shares; 2025Q4: 9,000 shares; 2026Q1: 7,500 shares 7,500 $390K 0.01% -1,500 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 848 shares; 2025Q3: 899 shares; 2025Q4: 1,051 shares; 2026Q1: 1,346 shares 1,346 $386K 0.01% +295 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 16,429 shares; 2024Q3: 16,966 shares; 2024Q4: 12,966 shares; 2025Q1: 12,566 shares; 2025Q2: 11,628 shares; 2025Q3: 10,142 shares; 2025Q4: 11,350 shares; 2026Q1: 10,268 shares 10,268 $384K 0.01% -1,082 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 25,286 shares; 2024Q4: 12,752 shares; 2025Q1: 8,548 shares; 2025Q2: 5,052 shares; 2025Q3: 4,944 shares; 2025Q4: 4,859 shares; 2026Q1: 4,841 shares 4,841 $383K 0.01% -18 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,788 shares; 2024Q3: 1,790 shares; 2024Q4: 1,790 shares; 2025Q1: 1,796 shares; 2025Q2: 1,927 shares; 2025Q3: 1,875 shares; 2025Q4: 1,877 shares; 2026Q1: 1,911 shares 1,911 $382K 0.01% +34 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,451 shares; 2024Q3: 5,629 shares; 2024Q4: 2,499 shares; 2025Q1: 2,664 shares; 2025Q2: 2,424 shares; 2025Q3: 2,429 shares; 2025Q4: 2,309 shares; 2026Q1: 2,532 shares 2,532 $381K 0.01% +223 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,054 shares; 2025Q3: 3,139 shares; 2025Q4: 3,100 shares; 2026Q1: 3,174 shares 3,174 $380K 0.01% +74 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,236 shares; 2025Q2: 3,897 shares; 2025Q3: 5,805 shares; 2025Q4: 4,931 shares; 2026Q1: 4,031 shares 4,031 $380K 0.01% -900 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,467 shares; 2026Q1: 3,544 shares 3,544 $379K 0.01% +77 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 415 shares; 2025Q3: 444 shares; 2025Q4: 457 shares; 2026Q1: 555 shares 555 $378K 0.01% +98 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,899 shares 9,899 $376K 0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,499 shares; 2026Q1: 1,775 shares 1,775 $376K 0.01% +276 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,716 shares; 2025Q3: 1,570 shares; 2025Q4: 1,579 shares; 2026Q1: 1,931 shares 1,931 $376K 0.01% +352 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 3,213 shares; 2026Q1: 4,727 shares 4,727 $376K 0.01% +1,514 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,785 shares; 2025Q4: 6,615 shares; 2026Q1: 8,686 shares 8,686 $375K 0.01% +2,071 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,735 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,516 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,631 shares 6,631 $373K 0.01% new Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,550 shares; 2025Q4: 6,275 shares; 2026Q1: 6,347 shares 6,347 $373K 0.01% +72 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; 2024Q2: 357 shares; 2024Q3: 357 shares; 2024Q4: not reported; 2025Q1: 358 shares; 2025Q2: 362 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 340 shares 340 $372K 0.01% +43 Timeline PGX 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,158 shares; 2026Q1: 34,158 shares 34,158 $372K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 5,120 shares; 2024Q3: 5,736 shares; 2024Q4: 29,547 shares; 2025Q1: 20,323 shares; 2025Q2: 14,053 shares; 2025Q3: 13,498 shares; 2025Q4: 14,341 shares; 2026Q1: 17,948 shares 17,948 $372K 0.01% +3,607 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,474 shares; 2025Q4: 1,812 shares; 2026Q1: 3,147 shares 3,147 $372K 0.01% +1,335 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 55,000 shares; 2024Q3: 32,536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85,000 shares; 2026Q1: 115,018 shares 115,018 $370K 0.01% +30,018 Timeline JEPI 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; 2024Q2: 6,000 shares; 2024Q3: not reported; 2024Q4: 8,171 shares; 2025Q1: 10,481 shares; 2025Q2: 11,303 shares; 2025Q3: 10,590 shares; 2025Q4: 6,508 shares; 2026Q1: 6,508 shares 6,508 $369K 0.01% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,112 shares; 2025Q2: 5,747 shares; 2025Q3: 5,540 shares; 2025Q4: 5,531 shares; 2026Q1: 6,435 shares 6,435 $367K 0.01% +904 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,426 shares; 2025Q3: 2,607 shares; 2025Q4: 2,471 shares; 2026Q1: 2,591 shares 2,591 $366K 0.01% +120 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; 2024Q2: 1,361 shares; 2024Q3: 1,415 shares; 2024Q4: 1,374 shares; 2025Q1: 1,328 shares; 2025Q2: 1,501 shares; 2025Q3: 1,787 shares; 2025Q4: 1,782 shares; 2026Q1: 1,832 shares 1,832 $362K 0.01% +50 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,606 shares; 2025Q3: 4,097 shares; 2025Q4: 6,273 shares; 2026Q1: 7,990 shares 7,990 $361K 0.01% +1,717 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,695 shares; 2025Q4: not reported; 2026Q1: 6,652 shares 6,652 $361K 0.01% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,164 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,510 shares; 2026Q1: 1,435 shares 1,435 $360K 0.01% -75 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,127 shares; 2024Q3: 4,545 shares; 2024Q4: 7,043 shares; 2025Q1: 8,104 shares; 2025Q2: 6,515 shares; 2025Q3: 4,444 shares; 2025Q4: 4,174 shares; 2026Q1: 4,378 shares 4,378 $359K 0.01% +204 Timeline BUFQ 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; 2024Q2: not reported; 2024Q3: 10,900 shares; 2024Q4: 11,033 shares; 2025Q1: 10,561 shares; 2025Q2: 10,698 shares; 2025Q3: 10,729 shares; 2025Q4: 11,377 shares; 2026Q1: 10,148 shares 10,148 $358K 0.01% -1,229 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 10,131 shares; 2024Q3: 15,236 shares; 2024Q4: 15,455 shares; 2025Q1: 16,096 shares; 2025Q2: 19,295 shares; 2025Q3: 27,795 shares; 2025Q4: 27,669 shares; 2026Q1: 26,832 shares 26,832 $357K 0.01% -837 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,002 shares; 2025Q4: 1,044 shares; 2026Q1: 1,423 shares 1,423 $356K 0.01% +379 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 1,868 shares; 2025Q2: 1,628 shares; 2025Q3: 1,869 shares; 2025Q4: 1,481 shares; 2026Q1: 1,253 shares 1,253 $356K 0.01% -228 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,801 shares; 2025Q4: 8,141 shares; 2026Q1: 8,112 shares 8,112 $355K 0.01% -29 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 839 shares; 2025Q3: 870 shares; 2025Q4: 888 shares; 2026Q1: 992 shares 992 $355K 0.01% +104 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; 2024Q2: not reported; 2024Q3: 6,260 shares; 2024Q4: 5,726 shares; 2025Q1: 5,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,636 shares 7,636 $355K 0.01% new Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 2,391 shares; 2024Q3: 2,480 shares; 2024Q4: 2,569 shares; 2025Q1: 2,571 shares; 2025Q2: 2,517 shares; 2025Q3: 2,444 shares; 2025Q4: 2,500 shares; 2026Q1: 2,553 shares 2,553 $355K 0.01% +53 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: not reported; 2026Q1: 2,721 shares 2,721 $354K 0.01% new Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 4,925 shares; 2024Q4: 4,195 shares; 2025Q1: 4,367 shares; 2025Q2: 3,948 shares; 2025Q3: 4,663 shares; 2025Q4: 5,056 shares; 2026Q1: 5,076 shares 5,076 $352K 0.01% +20 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,963 shares; 2025Q4: 8,082 shares; 2026Q1: 7,805 shares 7,805 $352K 0.01% -277 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; 2024Q2: 11,524 shares; 2024Q3: 32,707 shares; 2024Q4: 9,296 shares; 2025Q1: 9,407 shares; 2025Q2: 9,407 shares; 2025Q3: 6,710 shares; 2025Q4: 8,008 shares; 2026Q1: 6,940 shares 6,940 $351K 0.01% -1,068 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 822 shares; 2024Q3: 800 shares; 2024Q4: 813 shares; 2025Q1: 819 shares; 2025Q2: 1,059 shares; 2025Q3: 964 shares; 2025Q4: 1,009 shares; 2026Q1: 1,155 shares 1,155 $351K 0.01% +146 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,843 shares 5,843 $351K 0.01% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 4,043 shares; 2024Q3: 4,387 shares; 2024Q4: 4,486 shares; 2025Q1: 4,513 shares; 2025Q2: 4,675 shares; 2025Q3: 6,273 shares; 2025Q4: 4,443 shares; 2026Q1: 5,376 shares 5,376 $351K 0.01% +933 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,552 shares; 2025Q4: 5,025 shares; 2026Q1: 6,641 shares 6,641 $350K 0.01% +1,616 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,103 shares; 2025Q4: 2,023 shares; 2026Q1: 2,501 shares 2,501 $348K 0.01% +478 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,726 shares; 2025Q2: 3,672 shares; 2025Q3: 4,181 shares; 2025Q4: 4,252 shares; 2026Q1: 5,359 shares 5,359 $348K 0.01% +1,107 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 6,120 shares; 2024Q3: 9,598 shares; 2024Q4: 8,148 shares; 2025Q1: 9,059 shares; 2025Q2: 11,921 shares; 2025Q3: 10,785 shares; 2025Q4: 9,247 shares; 2026Q1: 9,380 shares 9,380 $347K 0.01% +133 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,431 shares; 2025Q4: 6,723 shares; 2026Q1: 6,498 shares 6,498 $347K 0.01% -225 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; 2024Q2: not reported; 2024Q3: 715 shares; 2024Q4: 1,121 shares; 2025Q1: 922 shares; 2025Q2: 882 shares; 2025Q3: 873 shares; 2025Q4: 879 shares; 2026Q1: 794 shares 794 $347K 0.01% -85 Timeline DJAN 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; 2024Q2: 8,321 shares; 2024Q3: 8,251 shares; 2024Q4: 8,135 shares; 2025Q1: 8,135 shares; 2025Q2: 8,135 shares; 2025Q3: 8,135 shares; 2025Q4: 8,135 shares; 2026Q1: 8,135 shares 8,135 $346K 0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,938 shares; 2025Q1: not reported; 2025Q2: 1,744 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,741 shares 1,741 $343K 0.01% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares 1,054 $343K 0.01% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,886 shares; 2025Q3: 4,031 shares; 2025Q4: 3,731 shares; 2026Q1: 3,665 shares 3,665 $342K 0.01% -66 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 2,265 shares; 2024Q4: 2,196 shares; 2025Q1: 2,387 shares; 2025Q2: 1,384 shares; 2025Q3: 1,384 shares; 2025Q4: 1,336 shares; 2026Q1: 1,040 shares 1,040 $342K 0.01% -296 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 1,138 shares; 2024Q3: 1,107 shares; 2024Q4: 1,148 shares; 2025Q1: 1,204 shares; 2025Q2: 1,577 shares; 2025Q3: 1,153 shares; 2025Q4: 1,398 shares; 2026Q1: 1,671 shares 1,671 $341K 0.01% +273 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,871 shares; 2025Q3: 24,871 shares; 2025Q4: 24,871 shares; 2026Q1: 23,871 shares 23,871 $341K 0.01% -1,000 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,936 shares 3,936 $339K 0.01% new Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,701 shares; 2024Q3: 3,703 shares; 2024Q4: 3,701 shares; 2025Q1: 3,731 shares; 2025Q2: 3,767 shares; 2025Q3: 4,094 shares; 2025Q4: 4,691 shares; 2026Q1: 4,478 shares 4,478 $339K 0.01% -213 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,276 shares; 2025Q4: 7,276 shares; 2026Q1: 7,276 shares 7,276 $338K 0.01% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,890 shares 4,890 $338K 0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,714 shares; 2025Q4: 1,831 shares; 2026Q1: 1,778 shares 1,778 $336K 0.01% -53 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,328 shares; 2025Q3: 2,158 shares; 2025Q4: 2,094 shares; 2026Q1: 3,137 shares 3,137 $335K 0.01% +1,043 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,416 shares; 2025Q4: 2,394 shares; 2026Q1: 2,668 shares 2,668 $335K 0.01% +274 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 3,420 shares; 2024Q3: 3,557 shares; 2024Q4: 3,555 shares; 2025Q1: 3,492 shares; 2025Q2: 3,503 shares; 2025Q3: 3,219 shares; 2025Q4: 3,593 shares; 2026Q1: 3,628 shares 3,628 $334K 0.01% +35 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 3,832 shares; 2024Q4: 3,834 shares; 2025Q1: 3,901 shares; 2025Q2: 4,095 shares; 2025Q3: 4,151 shares; 2025Q4: 4,201 shares; 2026Q1: 4,283 shares 4,283 $334K 0.01% +82 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 864 shares; 2024Q3: 869 shares; 2024Q4: 869 shares; 2025Q1: 930 shares; 2025Q2: 1,172 shares; 2025Q3: 1,031 shares; 2025Q4: 878 shares; 2026Q1: 950 shares 950 $334K 0.01% +72 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; 2024Q2: 1,617 shares; 2024Q3: 1,602 shares; 2024Q4: 1,457 shares; 2025Q1: not reported; 2025Q2: 2,072 shares; 2025Q3: 2,281 shares; 2025Q4: 2,718 shares; 2026Q1: 2,431 shares 2,431 $334K 0.01% -287 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,560 shares 2,560 $332K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,599 shares; 2025Q3: 3,857 shares; 2025Q4: 4,056 shares; 2026Q1: 3,921 shares 3,921 $332K 0.01% -135 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: 24,544 shares; 2024Q4: 20,163 shares; 2025Q1: 19,603 shares; 2025Q2: 16,580 shares; 2025Q3: 8,017 shares; 2025Q4: 7,277 shares; 2026Q1: 7,171 shares 7,171 $327K 0.01% -106 Timeline SPHQ 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; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,580 shares; 2025Q2: 6,165 shares; 2025Q3: 5,570 shares; 2025Q4: 4,439 shares; 2026Q1: 4,352 shares 4,352 $327K 0.01% -87 Timeline