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; 2024Q4: 256,421 shares; 2025Q1: 235,555 shares; 2025Q2: 238,093 shares; 2025Q3: 237,975 shares; 2025Q4: 235,880 shares; 2026Q1: 203,078 shares; 2026Q2: 181,619 shares; 2026Q3: 161,292 shares 161,292 $56.8M 14.54% -20,327 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 800,226 shares; 2025Q1: 785,979 shares; 2025Q2: 1,261,049 shares; 2025Q3: 1,273,141 shares; 2025Q4: 1,273,539 shares; 2026Q1: 1,266,881 shares; 2026Q2: 1,226,246 shares; 2026Q3: 1,208,643 shares 1,208,643 $35.4M 9.08% -17,603 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 479,411 shares; 2025Q1: 479,179 shares; 2025Q2: 421,448 shares; 2025Q3: 391,554 shares; 2025Q4: 391,958 shares; 2026Q1: 365,388 shares; 2026Q2: 334,724 shares; 2026Q3: 318,553 shares 318,553 $17.5M 4.49% -16,171 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,942 shares; 2026Q2: 69,798 shares; 2026Q3: 71,026 shares 71,026 $14.8M 3.79% +1,228 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 73,763 shares; 2025Q1: 78,781 shares; 2025Q2: 80,677 shares; 2025Q3: 81,069 shares; 2025Q4: 87,774 shares; 2026Q1: 92,182 shares; 2026Q2: 100,001 shares; 2026Q3: 113,074 shares 113,074 $10.7M 2.74% +13,073 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; 2024Q4: 354,989 shares; 2025Q1: 356,406 shares; 2025Q2: 361,853 shares; 2025Q3: 365,559 shares; 2025Q4: 386,974 shares; 2026Q1: 387,349 shares; 2026Q2: 323,518 shares; 2026Q3: 322,879 shares 322,879 $10.5M 2.69% -639 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 78,658 shares; 2025Q1: 81,939 shares; 2025Q2: 86,751 shares; 2025Q3: 88,571 shares; 2025Q4: 96,342 shares; 2026Q1: 100,907 shares; 2026Q2: 108,280 shares; 2026Q3: 117,383 shares 117,383 $9.19M 2.36% +9,103 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 194,009 shares; 2025Q1: 194,531 shares; 2025Q2: 141,421 shares; 2025Q3: 141,532 shares; 2025Q4: 142,112 shares; 2026Q1: 136,618 shares; 2026Q2: 136,848 shares; 2026Q3: 137,257 shares 137,257 $9.12M 2.34% +409 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 10,417 shares; 2025Q2: 70,265 shares; 2025Q3: 78,441 shares; 2025Q4: 86,833 shares; 2026Q1: 86,121 shares; 2026Q2: 83,967 shares; 2026Q3: 89,380 shares 89,380 $7.76M 1.99% +5,413 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 148,893 shares; 2025Q1: 150,138 shares; 2025Q2: 155,018 shares; 2025Q3: 160,497 shares; 2025Q4: 173,271 shares; 2026Q1: 173,562 shares; 2026Q2: 159,001 shares; 2026Q3: 160,049 shares 160,049 $6.65M 1.7% +1,048 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,796 shares; 2026Q2: 71,746 shares; 2026Q3: 91,251 shares 91,251 $6.09M 1.56% +19,505 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 314,643 shares 314,643 $6.07M 1.56% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,674 shares; 2025Q1: 2,715 shares; 2025Q2: 2,713 shares; 2025Q3: 2,789 shares; 2025Q4: 2,750 shares; 2026Q1: 2,775 shares; 2026Q2: 7,403 shares; 2026Q3: 7,464 shares 7,464 $5.72M 1.46% +61 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; 2024Q4: 178,993 shares; 2025Q1: 175,545 shares; 2025Q2: 165,137 shares; 2025Q3: 151,695 shares; 2025Q4: 143,463 shares; 2026Q1: 130,783 shares; 2026Q2: 104,363 shares; 2026Q3: 91,094 shares 91,094 $5.57M 1.43% -13,269 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,635 shares 6,635 $4.91M 1.26% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 44,771 shares; 2026Q3: 32,991 shares 32,991 $4.83M 1.24% -11,780 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; 2024Q4: 7,479 shares; 2025Q1: 6,601 shares; 2025Q2: 6,655 shares; 2025Q3: 6,509 shares; 2025Q4: 6,572 shares; 2026Q1: 5,909 shares; 2026Q2: 6,048 shares; 2026Q3: 5,896 shares 5,896 $4.5M 1.15% -152 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 19,526 shares; 2025Q2: 38,113 shares; 2025Q3: 41,849 shares; 2025Q4: 45,102 shares; 2026Q1: 57,463 shares; 2026Q2: 73,062 shares; 2026Q3: 82,542 shares 82,542 $4.31M 1.1% +9,480 Timeline PPA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,320 shares; 2026Q1: 25,544 shares; 2026Q2: 27,881 shares; 2026Q3: 27,652 shares 27,652 $4.28M 1.1% -229 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 53,706 shares; 2025Q1: 54,096 shares; 2025Q2: 54,235 shares; 2025Q3: 51,965 shares; 2025Q4: 51,699 shares; 2026Q1: 52,716 shares; 2026Q2: 53,672 shares; 2026Q3: 54,559 shares 54,559 $4.21M 1.08% +887 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,643 shares; 2025Q1: 3,623 shares; 2025Q2: 2,905 shares; 2025Q3: 2,670 shares; 2025Q4: 2,620 shares; 2026Q1: 2,662 shares; 2026Q2: 31,291 shares; 2026Q3: 30,295 shares 30,295 $4.12M 1.06% -996 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 151,971 shares; 2025Q1: 146,682 shares; 2025Q2: 148,486 shares; 2025Q3: 132,159 shares; 2025Q4: 105,752 shares; 2026Q1: 100,233 shares; 2026Q2: 101,249 shares; 2026Q3: 102,918 shares 102,918 $4.1M 1.05% +1,669 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 68,507 shares; 2025Q1: 69,434 shares; 2025Q2: 72,114 shares; 2025Q3: 71,478 shares; 2025Q4: 73,415 shares; 2026Q1: 75,466 shares; 2026Q2: 77,852 shares; 2026Q3: 77,560 shares 77,560 $3.97M 1.02% -292 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 22,933 shares; 2025Q1: 40,316 shares; 2025Q2: 67,640 shares; 2025Q3: 72,988 shares; 2025Q4: 80,329 shares; 2026Q1: 89,080 shares; 2026Q2: 113,867 shares; 2026Q3: 115,343 shares 115,343 $3.86M 0.99% +1,476 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,364 shares; 2026Q3: 19,091 shares 19,091 $3.78M 0.97% +727 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,042 shares; 2025Q1: 25,361 shares; 2025Q2: 24,147 shares; 2025Q3: 23,210 shares; 2025Q4: 20,031 shares; 2026Q1: 23,882 shares; 2026Q2: 37,452 shares; 2026Q3: 42,409 shares 42,409 $3.72M 0.95% +4,957 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,652 shares; 2025Q1: 24,013 shares; 2025Q2: 25,266 shares; 2025Q3: 24,111 shares; 2025Q4: 21,112 shares; 2026Q1: 23,895 shares; 2026Q2: 36,967 shares; 2026Q3: 41,059 shares 41,059 $3.53M 0.9% +4,092 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,922 shares; 2025Q1: 18,165 shares; 2025Q2: 15,948 shares; 2025Q3: 14,029 shares; 2025Q4: 13,119 shares; 2026Q1: 12,857 shares; 2026Q2: 12,028 shares; 2026Q3: 11,968 shares 11,968 $3.5M 0.9% -60 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,710 shares; 2025Q1: 12,256 shares; 2025Q2: 11,687 shares; 2025Q3: 11,473 shares; 2025Q4: 10,614 shares; 2026Q1: 10,880 shares; 2026Q2: 14,413 shares; 2026Q3: 14,806 shares 14,806 $3.38M 0.87% +393 Timeline JIRE 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,004 shares; 2026Q3: 40,940 shares 40,940 $3.36M 0.86% +936 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,952 shares; 2026Q2: 8,455 shares; 2026Q3: 8,259 shares 8,259 $3.28M 0.84% -196 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,775 shares; 2025Q1: 4,058 shares; 2025Q2: 3,859 shares; 2025Q3: 3,852 shares; 2025Q4: 3,609 shares; 2026Q1: 3,820 shares; 2026Q2: 8,866 shares; 2026Q3: 8,704 shares 8,704 $3.06M 0.78% -162 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,407 shares; 2025Q3: 2,917 shares; 2025Q4: 3,561 shares; 2026Q1: 4,178 shares; 2026Q2: 32,097 shares; 2026Q3: 33,575 shares 33,575 $3.03M 0.78% +1,478 Timeline FBT 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; 2024Q4: 11,318 shares; 2025Q1: 11,502 shares; 2025Q2: 11,073 shares; 2025Q3: 10,796 shares; 2025Q4: 10,627 shares; 2026Q1: 10,411 shares; 2026Q2: 10,948 shares; 2026Q3: 10,683 shares 10,683 $2.91M 0.75% -265 Timeline KBWB 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; 2024Q4: 8,260 shares; 2025Q1: 13,811 shares; 2025Q2: 28,572 shares; 2025Q3: 30,138 shares; 2025Q4: 31,302 shares; 2026Q1: 32,107 shares; 2026Q2: 32,091 shares; 2026Q3: 32,149 shares 32,149 $2.8M 0.72% +58 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,862 shares; 2025Q4: 1,774 shares; 2026Q1: 1,759 shares; 2026Q2: 1,735 shares; 2026Q3: 9,559 shares 9,559 $2.5M 0.64% +7,824 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,671 shares; 2026Q3: 16,300 shares 16,300 $2.46M 0.63% +13,629 Timeline FDN 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; 2024Q4: 9,480 shares; 2025Q1: 9,427 shares; 2025Q2: 8,820 shares; 2025Q3: 8,242 shares; 2025Q4: 7,911 shares; 2026Q1: 7,935 shares; 2026Q2: 8,565 shares; 2026Q3: 8,513 shares 8,513 $2.46M 0.63% -52 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,929 shares; 2026Q1: 20,027 shares; 2026Q2: 37,038 shares; 2026Q3: 35,751 shares 35,751 $2.45M 0.63% -1,287 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,682 shares; 2025Q1: 13,969 shares; 2025Q2: 11,214 shares; 2025Q3: 8,163 shares; 2025Q4: 6,976 shares; 2026Q1: 6,970 shares; 2026Q2: 6,883 shares; 2026Q3: 6,938 shares 6,938 $2.34M 0.6% +55 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,348 shares; 2026Q2: 23,939 shares; 2026Q3: 27,197 shares 27,197 $2.3M 0.59% +3,258 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 143,877 shares; 2025Q1: 142,362 shares; 2025Q2: 97,451 shares; 2025Q3: 88,494 shares; 2025Q4: 79,653 shares; 2026Q1: 77,211 shares; 2026Q2: 71,816 shares; 2026Q3: 67,549 shares 67,549 $2.3M 0.59% -4,267 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,541 shares; 2025Q1: 2,405 shares; 2025Q2: 2,327 shares; 2025Q3: 2,267 shares; 2025Q4: 2,114 shares; 2026Q1: 2,217 shares; 2026Q2: 4,904 shares; 2026Q3: 4,422 shares 4,422 $2.27M 0.58% -482 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,564 shares; 2026Q2: 25,506 shares; 2026Q3: 20,696 shares 20,696 $2.14M 0.55% -4,810 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,384 shares; 2025Q1: 5,550 shares; 2025Q2: 5,279 shares; 2025Q3: 4,917 shares; 2025Q4: 4,526 shares; 2026Q1: 4,233 shares; 2026Q2: 3,966 shares; 2026Q3: 3,636 shares 3,636 $2.07M 0.53% -330 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,926 shares; 2025Q3: 28,371 shares; 2025Q4: 28,383 shares; 2026Q1: 61,053 shares; 2026Q2: 53,054 shares; 2026Q3: 52,280 shares 52,280 $1.88M 0.48% -774 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 91,979 shares; 2025Q1: 90,869 shares; 2025Q2: 86,919 shares; 2025Q3: 82,973 shares; 2025Q4: 81,264 shares; 2026Q1: 79,223 shares; 2026Q2: 77,123 shares; 2026Q3: 75,586 shares 75,586 $1.8M 0.46% -1,537 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; 2024Q4: 5,977 shares; 2025Q1: 5,808 shares; 2025Q2: 5,140 shares; 2025Q3: 5,140 shares; 2025Q4: 5,107 shares; 2026Q1: 4,793 shares; 2026Q2: 4,700 shares; 2026Q3: 4,764 shares 4,764 $1.78M 0.46% +64 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 144,518 shares; 2025Q1: 143,647 shares; 2025Q2: 85,408 shares; 2025Q3: 72,016 shares; 2025Q4: 62,295 shares; 2026Q1: 60,710 shares; 2026Q2: 57,031 shares; 2026Q3: 52,882 shares 52,882 $1.73M 0.44% -4,149 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,633 shares; 2026Q1: 16,711 shares; 2026Q2: 32,288 shares; 2026Q3: 25,731 shares 25,731 $1.65M 0.42% -6,557 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,689 shares; 2025Q1: 11,386 shares; 2025Q2: 16,061 shares; 2025Q3: 17,571 shares; 2025Q4: 16,876 shares; 2026Q1: 16,625 shares; 2026Q2: 15,748 shares; 2026Q3: 15,282 shares 15,282 $1.6M 0.41% -466 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; 2024Q4: 14,538 shares; 2025Q1: 14,631 shares; 2025Q2: 14,768 shares; 2025Q3: 14,910 shares; 2025Q4: 15,042 shares; 2026Q1: 14,990 shares; 2026Q2: 14,450 shares; 2026Q3: 14,290 shares 14,290 $1.54M 0.39% -160 Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,968 shares; 2025Q4: 18,996 shares; 2026Q1: 19,181 shares; 2026Q2: 28,849 shares; 2026Q3: 27,978 shares 27,978 $1.44M 0.37% -871 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; 2024Q4: 2,982 shares; 2025Q1: 2,824 shares; 2025Q2: 2,290 shares; 2025Q3: 4,131 shares; 2025Q4: 5,008 shares; 2026Q1: 5,129 shares; 2026Q2: 9,149 shares; 2026Q3: 8,828 shares 8,828 $1.44M 0.37% -321 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; 2024Q4: 4,258 shares; 2025Q1: 4,150 shares; 2025Q2: 3,969 shares; 2025Q3: 3,961 shares; 2025Q4: 3,744 shares; 2026Q1: 3,702 shares; 2026Q2: 3,415 shares; 2026Q3: 3,349 shares 3,349 $1.42M 0.36% -66 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,997 shares; 2025Q1: 21,827 shares; 2025Q2: 24,992 shares; 2025Q3: 30,679 shares; 2025Q4: 25,791 shares; 2026Q1: 25,208 shares; 2026Q2: 24,605 shares; 2026Q3: 28,870 shares 28,870 $1.35M 0.35% +4,265 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,169 shares; 2025Q1: 19,216 shares; 2025Q2: 16,026 shares; 2025Q3: 14,996 shares; 2025Q4: 12,342 shares; 2026Q1: 11,617 shares; 2026Q2: 13,723 shares; 2026Q3: 12,961 shares 12,961 $1.31M 0.34% -762 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,864 shares; 2025Q4: 8,146 shares; 2026Q1: 9,470 shares; 2026Q2: 17,824 shares; 2026Q3: 17,549 shares 17,549 $1.31M 0.34% -275 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 11,978 shares; 2025Q1: 12,385 shares; 2025Q2: 10,534 shares; 2025Q3: 11,114 shares; 2025Q4: 10,975 shares; 2026Q1: 10,681 shares; 2026Q2: 11,865 shares; 2026Q3: 11,625 shares 11,625 $1.28M 0.33% -240 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,227 shares; 2025Q4: 827 shares; 2026Q1: 945 shares; 2026Q2: 3,809 shares; 2026Q3: 3,858 shares 3,858 $1.28M 0.33% +49 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,331 shares; 2026Q3: 15,139 shares 15,139 $1.28M 0.33% +7,808 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,895 shares; 2025Q1: 4,123 shares; 2025Q2: 4,466 shares; 2025Q3: 6,355 shares; 2025Q4: 7,451 shares; 2026Q1: 6,926 shares; 2026Q2: 5,962 shares; 2026Q3: 6,138 shares 6,138 $1.25M 0.32% +176 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,115 shares; 2025Q1: 17,207 shares; 2025Q2: 17,139 shares; 2025Q3: 18,766 shares; 2025Q4: 17,386 shares; 2026Q1: 16,700 shares; 2026Q2: 16,603 shares; 2026Q3: 15,971 shares 15,971 $1.22M 0.31% -632 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 29,150 shares; 2025Q1: 28,368 shares; 2025Q2: 29,119 shares; 2025Q3: 29,258 shares; 2025Q4: 30,544 shares; 2026Q1: 29,103 shares; 2026Q2: 25,821 shares; 2026Q3: 26,686 shares 26,686 $1.21M 0.31% +865 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; 2024Q4: 2,220 shares; 2025Q1: 2,119 shares; 2025Q2: 2,093 shares; 2025Q3: 2,080 shares; 2025Q4: 2,148 shares; 2026Q1: 2,008 shares; 2026Q2: 1,792 shares; 2026Q3: 1,690 shares 1,690 $1.18M 0.3% -102 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; 2024Q4: 1,956 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,074 shares; 2026Q2: 1,946 shares; 2026Q3: 1,884 shares 1,884 $1.15M 0.3% -62 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 682 shares; 2026Q2: 1,157 shares; 2026Q3: 1,067 shares 1,067 $1.14M 0.29% -90 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares; 2026Q3: 641 shares 641 $1.12M 0.29% +166 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,479 shares; 2025Q4: 2,199 shares; 2026Q1: 2,199 shares; 2026Q2: 8,796 shares; 2026Q3: 8,796 shares 8,796 $1.1M 0.28% 0 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,124 shares; 2025Q1: 17,427 shares; 2025Q2: 16,456 shares; 2025Q3: 23,158 shares; 2025Q4: 24,984 shares; 2026Q1: 22,799 shares; 2026Q2: 32,256 shares; 2026Q3: 34,391 shares 34,391 $1.09M 0.28% +2,135 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,575 shares; 2026Q3: 1,614 shares 1,614 $890K 0.23% +39 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,469 shares; 2025Q4: 1,814 shares; 2026Q1: not reported; 2026Q2: 2,613 shares; 2026Q3: 2,499 shares 2,499 $890K 0.23% -114 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 952 shares; 2026Q3: 972 shares 972 $885K 0.23% +20 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,767 shares; 2026Q1: 7,517 shares; 2026Q2: 7,517 shares; 2026Q3: 11,167 shares 11,167 $869K 0.22% +3,650 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; 2024Q4: 3,297 shares; 2025Q1: 3,891 shares; 2025Q2: 1,514 shares; 2025Q3: 2,703 shares; 2025Q4: 5,356 shares; 2026Q1: 4,467 shares; 2026Q2: 4,193 shares; 2026Q3: 4,319 shares 4,319 $845K 0.22% +126 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,326 shares; 2026Q3: 4,463 shares 4,463 $839K 0.22% +137 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 35,342 shares; 2025Q1: 32,482 shares; 2025Q2: 31,076 shares; 2025Q3: 30,956 shares; 2025Q4: 33,695 shares; 2026Q1: 33,529 shares; 2026Q2: 35,795 shares; 2026Q3: 37,871 shares 37,871 $837K 0.21% +2,076 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,942 shares; 2025Q4: 9,211 shares; 2026Q1: 8,905 shares; 2026Q2: 8,278 shares; 2026Q3: 8,585 shares 8,585 $808K 0.21% +307 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; 2024Q4: 1,524 shares; 2025Q1: 1,571 shares; 2025Q2: 1,616 shares; 2025Q3: 1,597 shares; 2025Q4: 1,422 shares; 2026Q1: 1,421 shares; 2026Q2: 1,260 shares; 2026Q3: 1,056 shares 1,056 $765K 0.2% -204 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,702 shares; 2025Q1: 3,052 shares; 2025Q2: 3,234 shares; 2025Q3: 2,967 shares; 2025Q4: 2,777 shares; 2026Q1: 2,476 shares; 2026Q2: 2,174 shares; 2026Q3: 2,243 shares 2,243 $764K 0.2% +69 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,282 shares; 2025Q1: 6,753 shares; 2025Q2: 3,987 shares; 2025Q3: 4,671 shares; 2025Q4: 4,796 shares; 2026Q1: 4,543 shares; 2026Q2: 5,262 shares; 2026Q3: 5,307 shares 5,307 $753K 0.19% +45 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; 2024Q4: 10,090 shares; 2025Q1: 9,991 shares; 2025Q2: 9,992 shares; 2025Q3: 10,793 shares; 2025Q4: 8,384 shares; 2026Q1: 15,954 shares; 2026Q2: 14,657 shares; 2026Q3: 14,258 shares 14,258 $721K 0.18% -399 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,019 shares; 2025Q1: 2,019 shares; 2025Q2: 2,019 shares; 2025Q3: 2,019 shares; 2025Q4: 2,019 shares; 2026Q1: 2,019 shares; 2026Q2: 5,961 shares; 2026Q3: 6,038 shares 6,038 $701K 0.18% +77 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,360 shares; 2026Q3: 2,465 shares 2,465 $690K 0.18% +105 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,104 shares; 2026Q3: 3,104 shares 3,104 $690K 0.18% 0 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,740 shares; 2025Q1: 10,301 shares; 2025Q2: 7,321 shares; 2025Q3: 8,621 shares; 2025Q4: 9,020 shares; 2026Q1: 9,526 shares; 2026Q2: 10,692 shares; 2026Q3: 9,091 shares 9,091 $681K 0.17% -1,601 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,324 shares; 2025Q1: 10,324 shares; 2025Q2: 9,227 shares; 2025Q3: 8,826 shares; 2025Q4: 8,786 shares; 2026Q1: 8,786 shares; 2026Q2: 8,915 shares; 2026Q3: 9,349 shares 9,349 $673K 0.17% +434 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 612 shares; 2026Q3: 581 shares 581 $672K 0.17% -31 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,212 shares; 2025Q1: 4,212 shares; 2025Q2: 4,212 shares; 2025Q3: 4,212 shares; 2025Q4: 4,212 shares; 2026Q1: 4,120 shares; 2026Q2: 3,920 shares; 2026Q3: 3,920 shares 3,920 $664K 0.17% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,658 shares 6,658 $658K 0.17% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,890 shares; 2026Q3: 11,700 shares 11,700 $658K 0.17% -1,190 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 34,906 shares; 2026Q3: 31,741 shares 31,741 $656K 0.17% -3,165 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,418 shares; 2026Q3: 2,276 shares 2,276 $637K 0.16% -142 Timeline PTCT PTC THERAPEUTICS INC More: the full row for PTC THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,102 shares; 2025Q4: 4,673 shares; 2026Q1: 5,148 shares; 2026Q2: 10,577 shares; 2026Q3: 9,793 shares 9,793 $634K 0.16% -784 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; 2024Q4: 8,556 shares; 2025Q1: 8,520 shares; 2025Q2: 7,757 shares; 2025Q3: 4,558 shares; 2025Q4: 4,539 shares; 2026Q1: 4,539 shares; 2026Q2: 4,340 shares; 2026Q3: 4,221 shares 4,221 $629K 0.16% -119 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,448 shares; 2026Q2: 5,437 shares; 2026Q3: 5,830 shares 5,830 $624K 0.16% +393 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,250 shares; 2025Q1: 16,500 shares; 2025Q2: 10,688 shares; 2025Q3: 7,282 shares; 2025Q4: 8,019 shares; 2026Q1: not reported; 2026Q2: 13,717 shares; 2026Q3: 15,640 shares 15,640 $596K 0.15% +1,923 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,956 shares; 2026Q3: 4,885 shares 4,885 $593K 0.15% -71 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; 2024Q4: 14,411 shares; 2025Q1: 13,657 shares; 2025Q2: 9,975 shares; 2025Q3: 7,729 shares; 2025Q4: 6,175 shares; 2026Q1: 5,181 shares; 2026Q2: 5,166 shares; 2026Q3: 4,720 shares 4,720 $581K 0.15% -446 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,879 shares; 2026Q3: 32,476 shares 32,476 $572K 0.15% +6,597 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,121 shares; 2025Q1: 1,355 shares; 2025Q2: 1,694 shares; 2025Q3: 1,754 shares; 2025Q4: 1,759 shares; 2026Q1: 1,735 shares; 2026Q2: 1,603 shares; 2026Q3: 1,604 shares 1,604 $569K 0.15% +1 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,242 shares; 2025Q1: 20,470 shares; 2025Q2: 16,699 shares; 2025Q3: 15,141 shares; 2025Q4: 14,604 shares; 2026Q1: 11,482 shares; 2026Q2: 7,912 shares; 2026Q3: 6,326 shares 6,326 $560K 0.14% -1,586 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: 3,286 shares; 2025Q3: 3,598 shares; 2025Q4: 3,877 shares; 2026Q1: 3,203 shares; 2026Q2: 2,695 shares; 2026Q3: 3,744 shares 3,744 $555K 0.14% +1,049 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 975 shares; 2025Q1: 1,569 shares; 2025Q2: 1,440 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,771 shares; 2026Q3: 3,032 shares 3,032 $544K 0.14% +261 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,150 shares; 2025Q1: 5,041 shares; 2025Q2: 5,092 shares; 2025Q3: 5,047 shares; 2025Q4: 4,833 shares; 2026Q1: 4,692 shares; 2026Q2: 4,081 shares; 2026Q3: 3,547 shares 3,547 $539K 0.14% -534 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; 2024Q4: 2,395 shares; 2025Q1: 2,296 shares; 2025Q2: 2,395 shares; 2025Q3: 2,654 shares; 2025Q4: 2,865 shares; 2026Q1: 2,875 shares; 2026Q2: 2,509 shares; 2026Q3: 2,410 shares 2,410 $536K 0.14% -99 Timeline AUPH AURINIA PHARMACEUTICALS INC More: the full row for AURINIA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,140 shares; 2026Q2: 34,232 shares; 2026Q3: 32,478 shares 32,478 $526K 0.13% -1,754 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,790 shares; 2026Q3: 6,015 shares 6,015 $514K 0.13% +225 Timeline ODD ODDITY TECH LTD More: the full row for ODDITY TECH LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,022 shares; 2026Q3: 27,119 shares 27,119 $506K 0.13% +4,097 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 8,087 shares; 2025Q2: 8,482 shares; 2025Q3: 4,765 shares; 2025Q4: 5,242 shares; 2026Q1: 4,959 shares; 2026Q2: 4,707 shares; 2026Q3: 4,708 shares 4,708 $505K 0.13% +1 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 408 shares; 2025Q1: 410 shares; 2025Q2: 401 shares; 2025Q3: 395 shares; 2025Q4: 358 shares; 2026Q1: 341 shares; 2026Q2: 256 shares; 2026Q3: 292 shares 292 $505K 0.13% +36 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,459 shares; 2025Q4: 2,395 shares; 2026Q1: 4,507 shares; 2026Q2: 4,581 shares; 2026Q3: 4,811 shares 4,811 $503K 0.13% +230 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,804 shares; 2026Q3: 11,696 shares 11,696 $487K 0.12% +5,892 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,255 shares; 2025Q1: 1,239 shares; 2025Q2: 1,466 shares; 2025Q3: 1,484 shares; 2025Q4: 1,572 shares; 2026Q1: 1,662 shares; 2026Q2: 886 shares; 2026Q3: 908 shares 908 $481K 0.12% +22 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,784 shares; 2025Q3: 2,487 shares; 2025Q4: 2,487 shares; 2026Q1: 2,487 shares; 2026Q2: 2,487 shares; 2026Q3: 2,487 shares 2,487 $471K 0.12% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,290 shares; 2025Q1: 7,991 shares; 2025Q2: 7,991 shares; 2025Q3: 4,292 shares; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,150 shares; 2026Q3: 4,051 shares 4,051 $466K 0.12% -99 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 913 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 1,234 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares; 2026Q2: 1,234 shares; 2026Q3: 1,107 shares 1,107 $461K 0.12% -127 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,815 shares; 2026Q3: 5,330 shares 5,330 $456K 0.12% +515 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,092 shares; 2026Q3: 2,953 shares 2,953 $449K 0.12% -139 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; 2024Q4: 4,393 shares; 2025Q1: 4,393 shares; 2025Q2: 4,394 shares; 2025Q3: 4,395 shares; 2025Q4: 4,396 shares; 2026Q1: 4,359 shares; 2026Q2: 4,362 shares; 2026Q3: 5,188 shares 5,188 $447K 0.11% +826 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,998 shares; 2025Q1: 5,324 shares; 2025Q2: 5,324 shares; 2025Q3: 3,324 shares; 2025Q4: 3,624 shares; 2026Q1: 3,474 shares; 2026Q2: 3,274 shares; 2026Q3: 3,425 shares 3,425 $443K 0.11% +151 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; 2024Q4: 4,023 shares; 2025Q1: 4,124 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,871 shares; 2026Q1: 3,926 shares; 2026Q2: 4,126 shares; 2026Q3: 4,726 shares 4,726 $442K 0.11% +600 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,328 shares; 2026Q3: 2,236 shares 2,236 $436K 0.11% -92 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,002 shares; 2025Q1: 3,050 shares; 2025Q2: 2,908 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,560 shares; 2026Q2: 2,079 shares; 2026Q3: 1,995 shares 1,995 $431K 0.11% -84 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,243 shares; 2025Q1: 14,168 shares; 2025Q2: 14,148 shares; 2025Q3: 14,146 shares; 2025Q4: 14,145 shares; 2026Q1: 14,123 shares; 2026Q2: 14,123 shares; 2026Q3: 14,194 shares 14,194 $420K 0.11% +71 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,779 shares; 2026Q3: 1,759 shares 1,759 $417K 0.11% -20 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,037 shares; 2025Q1: 14,336 shares; 2025Q2: 14,240 shares; 2025Q3: 14,225 shares; 2025Q4: 14,179 shares; 2026Q1: 13,382 shares; 2026Q2: 12,849 shares; 2026Q3: 12,870 shares 12,870 $415K 0.11% +21 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 877 shares 877 $399K 0.1% new Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,353 shares; 2025Q1: 9,226 shares; 2025Q2: 4,718 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,283 shares; 2026Q3: 9,929 shares 9,929 $399K 0.1% +1,646 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 356 shares; 2026Q3: 363 shares 363 $384K 0.1% +7 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,341 shares; 2026Q3: 10,424 shares 10,424 $372K 0.1% +3,083 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,433 shares; 2025Q4: 13,108 shares; 2026Q1: 13,908 shares; 2026Q2: 12,132 shares; 2026Q3: 13,734 shares 13,734 $369K 0.09% +1,602 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,377 shares; 2026Q3: 1,356 shares 1,356 $369K 0.09% -21 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,065 shares; 2026Q3: 4,142 shares 4,142 $366K 0.09% +77 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,404 shares; 2025Q4: 7,363 shares; 2026Q1: 7,049 shares; 2026Q2: 6,405 shares; 2026Q3: 6,794 shares 6,794 $363K 0.09% +389 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,371 shares; 2025Q1: 17,049 shares; 2025Q2: 13,214 shares; 2025Q3: 9,930 shares; 2025Q4: 7,890 shares; 2026Q1: 7,531 shares; 2026Q2: 8,303 shares; 2026Q3: 8,419 shares 8,419 $360K 0.09% +116 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,041 shares; 2025Q3: 2,041 shares; 2025Q4: 2,015 shares; 2026Q1: 2,015 shares; 2026Q2: 2,015 shares; 2026Q3: 2,015 shares 2,015 $360K 0.09% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 425 shares; 2026Q3: 388 shares 388 $349K 0.09% -37 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,466 shares; 2025Q1: 3,366 shares; 2025Q2: 3,366 shares; 2025Q3: 3,933 shares; 2025Q4: 2,631 shares; 2026Q1: 3,511 shares; 2026Q2: 3,216 shares; 2026Q3: 4,016 shares 4,016 $347K 0.09% +800 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,617 shares; 2026Q3: 3,667 shares 3,667 $346K 0.09% -950 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,812 shares; 2025Q1: 30,887 shares; 2025Q2: 31,962 shares; 2025Q3: 31,391 shares; 2025Q4: 20,495 shares; 2026Q1: 20,463 shares; 2026Q2: 20,463 shares; 2026Q3: 20,396 shares 20,396 $345K 0.09% -67 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; 2024Q4: 3,159 shares; 2025Q1: 3,184 shares; 2025Q2: 3,419 shares; 2025Q3: 2,890 shares; 2025Q4: 2,559 shares; 2026Q1: 2,879 shares; 2026Q2: 2,769 shares; 2026Q3: 2,769 shares 2,769 $329K 0.08% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,446 shares; 2025Q4: 1,309 shares; 2026Q1: 1,234 shares; 2026Q2: 1,228 shares; 2026Q3: 1,229 shares 1,229 $325K 0.08% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,656 shares; 2026Q2: 2,277 shares; 2026Q3: 2,563 shares 2,563 $321K 0.08% +286 Timeline FRD FRIEDMAN INDS INC More: the full row for FRIEDMAN INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,391 shares; 2026Q3: 8,391 shares 8,391 $321K 0.08% 0 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; 2024Q4: 2,016 shares; 2025Q1: 2,013 shares; 2025Q2: 1,983 shares; 2025Q3: 2,036 shares; 2025Q4: 1,944 shares; 2026Q1: 1,946 shares; 2026Q2: 1,946 shares; 2026Q3: 641 shares 641 $319K 0.08% -1,305 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,929 shares; 2026Q1: 2,052 shares; 2026Q2: 2,192 shares; 2026Q3: 2,292 shares 2,292 $316K 0.08% +100 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,407 shares; 2025Q4: 15,015 shares; 2026Q1: 15,315 shares; 2026Q2: 13,819 shares; 2026Q3: 15,723 shares 15,723 $314K 0.08% +1,904 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,947 shares; 2026Q1: 2,283 shares; 2026Q2: 1,998 shares; 2026Q3: 2,198 shares 2,198 $313K 0.08% +200 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; 2024Q4: not reported; 2025Q1: 4,600 shares; 2025Q2: 9,650 shares; 2025Q3: 7,006 shares; 2025Q4: 5,024 shares; 2026Q1: 5,283 shares; 2026Q2: 7,193 shares; 2026Q3: 6,825 shares 6,825 $313K 0.08% -368 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,982 shares; 2025Q1: 10,567 shares; 2025Q2: 5,242 shares; 2025Q3: 4,867 shares; 2025Q4: 4,487 shares; 2026Q1: 4,047 shares; 2026Q2: 2,501 shares; 2026Q3: 2,442 shares 2,442 $313K 0.08% -59 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 733 shares; 2026Q1: 798 shares; 2026Q2: 717 shares; 2026Q3: 685 shares 685 $312K 0.08% -32 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,941 shares; 2026Q3: 1,664 shares 1,664 $307K 0.08% -277 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,710 shares; 2026Q3: 2,425 shares 2,425 $305K 0.08% +715 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,157 shares; 2025Q1: 2,157 shares; 2025Q2: 2,158 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 2,113 shares; 2026Q2: 2,113 shares; 2026Q3: 2,208 shares 2,208 $303K 0.08% +95 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,047 shares; 2026Q3: 1,095 shares 1,095 $301K 0.08% +48 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,643 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,428 shares; 2025Q4: 1,426 shares; 2026Q1: 1,425 shares; 2026Q2: 1,425 shares; 2026Q3: 1,425 shares 1,425 $295K 0.08% 0 Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,404 shares; 2026Q3: 6,778 shares 6,778 $292K 0.07% +374 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,468 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 1,968 shares; 2025Q4: 1,868 shares; 2026Q1: 1,868 shares; 2026Q2: 1,768 shares; 2026Q3: 1,668 shares 1,668 $291K 0.07% -100 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,710 shares; 2026Q3: 3,791 shares 3,791 $289K 0.07% +81 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 415 shares 415 $280K 0.07% new 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; 2024Q4: 4,872 shares; 2025Q1: 5,128 shares; 2025Q2: 5,129 shares; 2025Q3: 5,129 shares; 2025Q4: 5,129 shares; 2026Q1: 5,129 shares; 2026Q2: 5,129 shares; 2026Q3: 5,130 shares 5,130 $279K 0.07% +1 Timeline AIP ARTERIS INC More: the full row for ARTERIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,709 shares; 2026Q3: 11,720 shares 11,720 $277K 0.07% -3,989 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 718 shares; 2026Q3: 792 shares 792 $276K 0.07% +74 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,602 shares; 2025Q1: not reported; 2025Q2: 1,512 shares; 2025Q3: 1,512 shares; 2025Q4: 1,512 shares; 2026Q1: 1,512 shares; 2026Q2: 1,658 shares; 2026Q3: 1,658 shares 1,658 $276K 0.07% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 705 shares 705 $273K 0.07% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,978 shares; 2026Q3: 4,028 shares 4,028 $271K 0.07% +50 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,425 shares; 2025Q4: 12,848 shares; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 13,500 shares 13,500 $268K 0.07% new 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; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,148 shares; 2026Q2: 3,148 shares; 2026Q3: 3,129 shares 3,129 $250K 0.06% -19 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,936 shares 7,936 $243K 0.06% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,729 shares; 2025Q1: 2,723 shares; 2025Q2: 2,723 shares; 2025Q3: 2,727 shares; 2025Q4: 2,587 shares; 2026Q1: 2,560 shares; 2026Q2: 2,335 shares; 2026Q3: 2,336 shares 2,336 $243K 0.06% +1 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,998 shares; 2026Q2: not reported; 2026Q3: 1,988 shares 1,988 $229K 0.06% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 762 shares; 2026Q1: 752 shares; 2026Q2: 245 shares; 2026Q3: 245 shares 245 $226K 0.06% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,581 shares; 2026Q3: 1,581 shares 1,581 $225K 0.06% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,177 shares; 2026Q1: not reported; 2026Q2: 1,177 shares; 2026Q3: 1,177 shares 1,177 $224K 0.06% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,058 shares; 2026Q3: 1,047 shares 1,047 $221K 0.06% -11 Timeline RIGL RIGEL PHARMACEUTICALS INC More: the full row for RIGEL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 4,561 shares 4,561 $220K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,040 shares; 2026Q1: 4,090 shares; 2026Q2: not reported; 2026Q3: 3,761 shares 3,761 $217K 0.06% new Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 8,384 shares 8,384 $210K 0.05% new Timeline IMCR IMMUNOCORE HLDGS PLC More: the full row for IMMUNOCORE HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,821 shares 6,821 $207K 0.05% new 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 520 shares; 2026Q3: 520 shares 520 $206K 0.05% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,936 shares; 2025Q1: 9,641 shares; 2025Q2: 9,515 shares; 2025Q3: 9,231 shares; 2025Q4: 8,966 shares; 2026Q1: 4,543 shares; 2026Q2: 1,672 shares; 2026Q3: 630 shares 630 $205K 0.05% -1,042 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; 2024Q4: 1,371 shares; 2025Q1: 1,320 shares; 2025Q2: 974 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,604 shares 2,604 $204K 0.05% new Timeline SNT SENSTAR TECHNOLOGIES CORP More: the full row for SENSTAR TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 34,375 shares; 2025Q1: 34,375 shares; 2025Q2: 34,375 shares; 2025Q3: 34,375 shares; 2025Q4: 34,375 shares; 2026Q1: 34,375 shares; 2026Q2: 34,375 shares; 2026Q3: 34,375 shares 34,375 $55.7K 0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,510 shares; 2026Q3: 14,760 shares 14,760 $51.1K 0.01% +1,250 Timeline