VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,233 shares; 2024Q4: 455,056 shares; 2025Q1: 457,832 shares; 2025Q2: 453,600 shares; 2025Q3: 459,226 shares; 2025Q4: 464,178 shares; 2026Q1: 459,887 shares; 2026Q2: 427,319 shares 427,319 $85.4M 4.54% -32,568 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 854,676 shares; 2024Q4: 933,789 shares; 2025Q1: 966,077 shares; 2025Q2: 980,792 shares; 2025Q3: 984,592 shares; 2025Q4: 995,410 shares; 2026Q1: 1,009,671 shares; 2026Q2: 1,048,879 shares 1,048,879 $74.7M 3.97% +39,208 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 183,336 shares; 2024Q4: 181,530 shares; 2025Q1: 179,935 shares; 2025Q2: 175,869 shares; 2025Q3: 170,840 shares; 2025Q4: 175,897 shares; 2026Q1: 180,808 shares; 2026Q2: 181,563 shares 181,563 $62.2M 3.31% +755 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,780 shares; 2024Q4: 151,313 shares; 2025Q1: 153,507 shares; 2025Q2: 156,138 shares; 2025Q3: 156,393 shares; 2025Q4: 161,146 shares; 2026Q1: 164,502 shares; 2026Q2: 174,662 shares 174,662 $60.1M 3.19% +10,160 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,158 shares; 2024Q4: 217,364 shares; 2025Q1: 217,314 shares; 2025Q2: 219,929 shares; 2025Q3: 223,038 shares; 2025Q4: 230,233 shares; 2026Q1: 236,306 shares; 2026Q2: 246,258 shares 246,258 $54M 2.87% +9,952 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; 2024Q3: 600,218 shares; 2024Q4: 619,386 shares; 2025Q1: 633,774 shares; 2025Q2: 660,516 shares; 2025Q3: 687,999 shares; 2025Q4: 732,375 shares; 2026Q1: 755,967 shares; 2026Q2: 858,562 shares 858,562 $48.5M 2.58% +102,595 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 742,093 shares; 2024Q4: 694,680 shares; 2025Q1: 656,681 shares; 2025Q2: 640,090 shares; 2025Q3: 685,068 shares; 2025Q4: 647,825 shares; 2026Q1: 716,698 shares; 2026Q2: 799,263 shares 799,263 $47.1M 2.51% +82,565 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,210 shares; 2024Q4: 82,903 shares; 2025Q1: 111,623 shares; 2025Q2: 112,578 shares; 2025Q3: 118,371 shares; 2025Q4: 125,392 shares; 2026Q1: 139,491 shares; 2026Q2: 143,565 shares 143,565 $41.5M 2.21% +4,074 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 969,855 shares; 2024Q4: 986,986 shares; 2025Q1: 1,085,993 shares; 2025Q2: 1,135,267 shares; 2025Q3: 1,288,343 shares; 2025Q4: 1,278,379 shares; 2026Q1: 1,392,870 shares; 2026Q2: 1,502,321 shares 1,502,321 $36.4M 1.93% +109,451 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 968,787 shares; 2024Q4: 989,505 shares; 2025Q1: 1,083,382 shares; 2025Q2: 1,121,733 shares; 2025Q3: 1,268,483 shares; 2025Q4: 1,258,895 shares; 2026Q1: 1,371,208 shares; 2026Q2: 1,464,682 shares 1,464,682 $35.5M 1.89% +93,474 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 921,911 shares; 2024Q4: 947,947 shares; 2025Q1: 1,028,705 shares; 2025Q2: 1,069,915 shares; 2025Q3: 1,202,922 shares; 2025Q4: 1,196,223 shares; 2026Q1: 1,306,247 shares; 2026Q2: 1,388,753 shares 1,388,753 $35.1M 1.86% +82,506 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 764,916 shares; 2024Q4: 803,824 shares; 2025Q1: 806,041 shares; 2025Q2: 808,775 shares; 2025Q3: 799,355 shares; 2025Q4: 810,176 shares; 2026Q1: 812,755 shares; 2026Q2: 834,075 shares 834,075 $34.9M 1.85% +21,320 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 477,664 shares; 2024Q4: 490,646 shares; 2025Q1: 514,281 shares; 2025Q2: 515,193 shares; 2025Q3: 516,892 shares; 2025Q4: 527,593 shares; 2026Q1: 544,211 shares; 2026Q2: 564,046 shares 564,046 $33.7M 1.79% +19,835 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 501,193 shares; 2024Q4: 517,163 shares; 2025Q1: 515,602 shares; 2025Q2: 519,600 shares; 2025Q3: 518,090 shares; 2025Q4: 507,176 shares; 2026Q1: 485,866 shares; 2026Q2: 445,746 shares 445,746 $32.5M 1.73% -40,120 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376,104 shares; 2026Q1: 1,500,942 shares; 2026Q2: 1,348,430 shares 1,348,430 $29.4M 1.56% -152,512 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 967,083 shares; 2024Q4: 795,473 shares; 2025Q1: 838,505 shares; 2025Q2: 912,316 shares; 2025Q3: 1,042,331 shares; 2025Q4: 1,036,202 shares; 2026Q1: 1,154,298 shares; 2026Q2: 1,224,087 shares 1,224,087 $28.3M 1.51% +69,789 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404,351 shares; 2024Q4: 429,083 shares; 2025Q1: 432,997 shares; 2025Q2: 437,453 shares; 2025Q3: 444,910 shares; 2025Q4: 467,470 shares; 2026Q1: 480,014 shares; 2026Q2: 512,630 shares 512,630 $25.4M 1.35% +32,616 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374,098 shares; 2024Q4: 396,107 shares; 2025Q1: 420,114 shares; 2025Q2: 482,792 shares; 2025Q3: 508,073 shares; 2025Q4: 556,779 shares; 2026Q1: 577,309 shares; 2026Q2: 621,818 shares 621,818 $25.1M 1.33% +44,509 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,053 shares; 2024Q4: 397,824 shares; 2025Q1: 403,329 shares; 2025Q2: 407,253 shares; 2025Q3: 407,940 shares; 2025Q4: 425,758 shares; 2026Q1: 433,478 shares; 2026Q2: 455,627 shares 455,627 $24.3M 1.29% +22,149 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; 2024Q3: not reported; 2024Q4: 279,176 shares; 2025Q1: 279,176 shares; 2025Q2: 279,176 shares; 2025Q3: 279,335 shares; 2025Q4: 270,888 shares; 2026Q1: 271,126 shares; 2026Q2: 271,497 shares 271,497 $21.5M 1.14% +371 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,147 shares; 2024Q4: 67,907 shares; 2025Q1: 73,205 shares; 2025Q2: 77,497 shares; 2025Q3: 79,660 shares; 2025Q4: 81,057 shares; 2026Q1: 87,469 shares; 2026Q2: 87,526 shares 87,526 $19.1M 1.01% +57 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,597 shares; 2024Q4: 54,611 shares; 2025Q1: 57,178 shares; 2025Q2: 56,286 shares; 2025Q3: 62,281 shares; 2025Q4: 71,589 shares; 2026Q1: 87,987 shares; 2026Q2: 92,738 shares 92,738 $18.6M 0.99% +4,751 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,731 shares; 2024Q4: 28,282 shares; 2025Q1: 29,691 shares; 2025Q2: 32,040 shares; 2025Q3: 32,160 shares; 2025Q4: 31,158 shares; 2026Q1: 35,821 shares; 2026Q2: 213,164 shares 213,164 $18.4M 0.98% +177,343 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,775 shares; 2024Q4: 28,100 shares; 2025Q1: 31,412 shares; 2025Q2: 32,587 shares; 2025Q3: 35,196 shares; 2025Q4: 40,054 shares; 2026Q1: 43,483 shares; 2026Q2: 45,913 shares 45,913 $17.1M 0.91% +2,430 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 214,560 shares; 2025Q1: 466,272 shares; 2025Q2: 532,900 shares; 2025Q3: 524,487 shares; 2025Q4: 599,016 shares; 2026Q1: 524,658 shares; 2026Q2: 647,199 shares 647,199 $16M 0.85% +122,541 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 341,723 shares; 2024Q4: 352,041 shares; 2025Q1: 352,727 shares; 2025Q2: 357,912 shares; 2025Q3: 359,732 shares; 2025Q4: 373,500 shares; 2026Q1: 379,370 shares; 2026Q2: 393,575 shares 393,575 $15.6M 0.83% +14,205 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,516 shares; 2024Q4: 45,025 shares; 2025Q1: 46,244 shares; 2025Q2: 46,782 shares; 2025Q3: 47,132 shares; 2025Q4: 47,246 shares; 2026Q1: 49,013 shares; 2026Q2: 48,565 shares 48,565 $14.7M 0.78% -448 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,018 shares; 2024Q4: 21,001 shares; 2025Q1: 25,049 shares; 2025Q2: 25,671 shares; 2025Q3: 27,555 shares; 2025Q4: 29,896 shares; 2026Q1: 40,405 shares; 2026Q2: 41,500 shares 41,500 $14.7M 0.78% +1,095 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 630,761 shares; 2024Q4: 622,914 shares; 2025Q1: 528,357 shares; 2025Q2: 474,005 shares; 2025Q3: 473,772 shares; 2025Q4: 471,604 shares; 2026Q1: 459,491 shares; 2026Q2: 553,898 shares 553,898 $14.2M 0.75% +94,407 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,890 shares; 2024Q4: 16,280 shares; 2025Q1: 16,850 shares; 2025Q2: 24,762 shares; 2025Q3: 26,110 shares; 2025Q4: 28,221 shares; 2026Q1: 36,006 shares; 2026Q2: 37,133 shares 37,133 $13.7M 0.73% +1,127 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 636,053 shares; 2024Q4: 628,341 shares; 2025Q1: 554,924 shares; 2025Q2: 401,761 shares; 2025Q3: 411,576 shares; 2025Q4: 411,966 shares; 2026Q1: 406,428 shares; 2026Q2: 498,643 shares 498,643 $12.7M 0.67% +92,215 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 221,438 shares; 2026Q2: 221,231 shares 221,231 $12.6M 0.67% -207 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; 2024Q3: not reported; 2024Q4: 64,066 shares; 2025Q1: 65,198 shares; 2025Q2: 60,470 shares; 2025Q3: 236,786 shares; 2025Q4: 184,540 shares; 2026Q1: 191,121 shares; 2026Q2: 100,341 shares 100,341 $11.7M 0.62% -90,780 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,616 shares; 2024Q4: 22,697 shares; 2025Q1: 33,140 shares; 2025Q2: 32,268 shares; 2025Q3: 36,466 shares; 2025Q4: 39,536 shares; 2026Q1: 43,808 shares; 2026Q2: 46,204 shares 46,204 $11.7M 0.62% +2,396 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 634,290 shares; 2024Q4: 626,748 shares; 2025Q1: 554,311 shares; 2025Q2: 301,088 shares; 2025Q3: 309,280 shares; 2025Q4: 313,253 shares; 2026Q1: 306,416 shares; 2026Q2: 403,121 shares 403,121 $10.3M 0.55% +96,705 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,754 shares; 2024Q4: 10,719 shares; 2025Q1: 11,477 shares; 2025Q2: 14,711 shares; 2025Q3: 15,186 shares; 2025Q4: 14,800 shares; 2026Q1: 19,258 shares; 2026Q2: 21,270 shares 21,270 $10.2M 0.54% +2,012 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,966 shares; 2024Q4: 17,545 shares; 2025Q1: 30,880 shares; 2025Q2: 33,526 shares; 2025Q3: 69,733 shares; 2025Q4: 76,840 shares; 2026Q1: 123,783 shares; 2026Q2: 126,330 shares 126,330 $9.84M 0.52% +2,547 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,638 shares; 2024Q4: 18,866 shares; 2025Q1: 43,100 shares; 2025Q2: 47,631 shares; 2025Q3: 92,316 shares; 2025Q4: 96,759 shares; 2026Q1: 160,879 shares; 2026Q2: 166,490 shares 166,490 $9.69M 0.51% +5,611 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,246 shares; 2024Q4: 5,294 shares; 2025Q1: 5,461 shares; 2025Q2: 5,427 shares; 2025Q3: 13,593 shares; 2025Q4: 14,080 shares; 2026Q1: 14,429 shares; 2026Q2: 13,739 shares 13,739 $9.44M 0.5% -690 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,745 shares; 2024Q4: 394,283 shares; 2025Q1: 411,823 shares; 2025Q2: 383,161 shares; 2025Q3: 353,756 shares; 2025Q4: 343,201 shares; 2026Q1: 336,417 shares; 2026Q2: 330,602 shares 330,602 $9.16M 0.49% -5,815 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,864 shares; 2024Q4: 47,921 shares; 2025Q1: 52,924 shares; 2025Q2: 56,075 shares; 2025Q3: 60,290 shares; 2025Q4: 65,005 shares; 2026Q1: 72,729 shares; 2026Q2: 77,704 shares 77,704 $9.13M 0.49% +4,975 Timeline IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,145 shares; 2026Q1: 490,762 shares; 2026Q2: 351,990 shares 351,990 $9.11M 0.48% -138,772 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,022 shares; 2025Q3: 93,022 shares; 2025Q4: 92,934 shares; 2026Q1: 99,485 shares; 2026Q2: 100,611 shares 100,611 $8.82M 0.47% +1,126 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 526,001 shares; 2024Q4: 156,982 shares; 2025Q1: 394,027 shares; 2025Q2: 277,247 shares; 2025Q3: 279,882 shares; 2025Q4: 279,534 shares; 2026Q1: 272,834 shares; 2026Q2: 347,332 shares 347,332 $8.82M 0.47% +74,498 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,200 shares; 2024Q4: 17,354 shares; 2025Q1: 22,191 shares; 2025Q2: 22,658 shares; 2025Q3: 25,957 shares; 2025Q4: 31,283 shares; 2026Q1: 34,491 shares; 2026Q2: 36,930 shares 36,930 $8.8M 0.47% +2,439 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 146,484 shares; 2024Q4: 145,309 shares; 2025Q1: 143,470 shares; 2025Q2: 143,894 shares; 2025Q3: 146,765 shares; 2025Q4: 152,079 shares; 2026Q1: 153,444 shares; 2026Q2: 152,637 shares 152,637 $8.46M 0.45% -807 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,913 shares; 2026Q1: 90,812 shares; 2026Q2: 90,812 shares 90,812 $8.21M 0.44% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,301 shares; 2024Q4: 119,097 shares; 2025Q1: 115,147 shares; 2025Q2: 110,317 shares; 2025Q3: 107,874 shares; 2025Q4: 106,413 shares; 2026Q1: 106,903 shares; 2026Q2: 104,929 shares 104,929 $8.03M 0.43% -1,974 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,668 shares; 2024Q4: 8,519 shares; 2025Q1: 10,506 shares; 2025Q2: 12,230 shares; 2025Q3: 14,365 shares; 2025Q4: 19,067 shares; 2026Q1: 20,722 shares; 2026Q2: 22,409 shares 22,409 $8.01M 0.43% +1,687 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,274 shares; 2024Q4: 95,991 shares; 2025Q1: 94,564 shares; 2025Q2: 95,037 shares; 2025Q3: 96,448 shares; 2025Q4: 99,980 shares; 2026Q1: 101,075 shares; 2026Q2: 100,539 shares 100,539 $7.92M 0.42% -536 Timeline BSCT 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; 2024Q3: not reported; 2024Q4: 259,345 shares; 2025Q1: 362,713 shares; 2025Q2: 340,868 shares; 2025Q3: 355,295 shares; 2025Q4: 355,700 shares; 2026Q1: 354,731 shares; 2026Q2: 425,184 shares 425,184 $7.9M 0.42% +70,453 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,115 shares; 2024Q4: 105,438 shares; 2025Q1: 104,966 shares; 2025Q2: 143,006 shares; 2025Q3: 140,117 shares; 2025Q4: 136,936 shares; 2026Q1: 134,666 shares; 2026Q2: 130,843 shares 130,843 $7.67M 0.41% -3,823 Timeline HSDT SOLANA CO More: the full row for SOLANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,594,960 shares; 2026Q2: 4,594,960 shares 4,594,960 $7.58M 0.4% 0 Timeline WD WALKER & DUNLOP INC More: the full row for WALKER & DUNLOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 138,401 shares; 2024Q4: 138,401 shares; 2025Q1: 138,401 shares; 2025Q2: 138,401 shares; 2025Q3: 138,401 shares; 2025Q4: 138,441 shares; 2026Q1: 138,401 shares; 2026Q2: 138,401 shares 138,401 $7.57M 0.4% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,903 shares; 2024Q4: 54,655 shares; 2025Q1: 54,762 shares; 2025Q2: 59,209 shares; 2025Q3: 65,512 shares; 2025Q4: 66,017 shares; 2026Q1: 67,178 shares; 2026Q2: 64,774 shares 64,774 $7.34M 0.39% -2,404 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,350 shares; 2024Q4: 8,790 shares; 2025Q1: 9,395 shares; 2025Q2: 10,145 shares; 2025Q3: 9,288 shares; 2025Q4: 12,291 shares; 2026Q1: 18,366 shares; 2026Q2: 18,143 shares 18,143 $6.85M 0.36% -223 Timeline BSCU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 391,040 shares 391,040 $6.51M 0.35% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares; 2025Q4: 4,970 shares; 2026Q1: 8,568 shares; 2026Q2: 10,132 shares 10,132 $6.47M 0.34% +1,564 Timeline BSMT 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; 2024Q3: not reported; 2024Q4: 426,234 shares; 2025Q1: 178,152 shares; 2025Q2: 286,752 shares; 2025Q3: 277,996 shares; 2025Q4: 272,702 shares; 2026Q1: 251,833 shares; 2026Q2: 274,921 shares 274,921 $6.33M 0.34% +23,088 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,125 shares; 2024Q4: 7,553 shares; 2025Q1: 8,080 shares; 2025Q2: 9,981 shares; 2025Q3: 10,175 shares; 2025Q4: 12,378 shares; 2026Q1: 17,994 shares; 2026Q2: 18,627 shares 18,627 $6.1M 0.32% +633 Timeline BSMU 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 275,686 shares 275,686 $6.04M 0.32% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,056 shares; 2024Q4: 55,632 shares; 2025Q1: 53,316 shares; 2025Q2: 51,026 shares; 2025Q3: 50,388 shares; 2025Q4: 49,761 shares; 2026Q1: 49,421 shares; 2026Q2: 48,377 shares 48,377 $6.02M 0.32% -1,044 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,739 shares; 2024Q4: 12,531 shares; 2025Q1: 13,487 shares; 2025Q2: 14,720 shares; 2025Q3: 15,082 shares; 2025Q4: 14,909 shares; 2026Q1: 15,991 shares; 2026Q2: 17,375 shares 17,375 $5.96M 0.32% +1,384 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,965 shares; 2024Q4: 197,704 shares; 2025Q1: 206,878 shares; 2025Q2: 182,821 shares; 2025Q3: 168,620 shares; 2025Q4: 167,250 shares; 2026Q1: 161,759 shares; 2026Q2: 155,475 shares 155,475 $5.92M 0.31% -6,284 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,135 shares; 2024Q4: 25,389 shares; 2025Q1: 27,072 shares; 2025Q2: 28,634 shares; 2025Q3: 29,525 shares; 2025Q4: 33,102 shares; 2026Q1: 36,686 shares; 2026Q2: 41,658 shares 41,658 $5.7M 0.3% +4,972 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,564 shares; 2024Q4: 95,503 shares; 2025Q1: 106,546 shares; 2025Q2: 79,356 shares; 2025Q3: 79,175 shares; 2025Q4: 61,110 shares; 2026Q1: 56,128 shares; 2026Q2: 56,126 shares 56,126 $5.66M 0.3% -2 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,693 shares; 2024Q4: 3,896 shares; 2025Q1: 6,555 shares; 2025Q2: 7,736 shares; 2025Q3: 8,610 shares; 2025Q4: 12,212 shares; 2026Q1: 13,026 shares; 2026Q2: 13,426 shares 13,426 $5.65M 0.3% +400 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,919 shares; 2024Q4: 4,148 shares; 2025Q1: 4,249 shares; 2025Q2: 3,979 shares; 2025Q3: 3,672 shares; 2025Q4: 3,639 shares; 2026Q1: 4,463 shares; 2026Q2: 4,626 shares 4,626 $5.55M 0.29% +163 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,164 shares; 2024Q4: not reported; 2025Q1: 2,558 shares; 2025Q2: not reported; 2025Q3: 1,284 shares; 2025Q4: 2,136 shares; 2026Q1: 3,646 shares; 2026Q2: 4,784 shares 4,784 $5.52M 0.29% +1,138 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 481 shares; 2024Q4: 701 shares; 2025Q1: 696 shares; 2025Q2: 1,061 shares; 2025Q3: 2,101 shares; 2025Q4: 2,109 shares; 2026Q1: 2,091 shares; 2026Q2: 7,272 shares 7,272 $5.45M 0.29% +5,181 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,076 shares; 2024Q4: 4,377 shares; 2025Q1: 4,393 shares; 2025Q2: 4,668 shares; 2025Q3: 4,384 shares; 2025Q4: 4,402 shares; 2026Q1: 5,816 shares; 2026Q2: 5,750 shares 5,750 $5.38M 0.29% -66 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,199 shares; 2024Q4: 61,657 shares; 2025Q1: 62,355 shares; 2025Q2: 62,664 shares; 2025Q3: 62,622 shares; 2025Q4: 60,790 shares; 2026Q1: 60,248 shares; 2026Q2: 57,709 shares 57,709 $4.93M 0.26% -2,539 Timeline IVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,638 shares; 2024Q4: 137,412 shares; 2025Q1: 136,091 shares; 2025Q2: 136,536 shares; 2025Q3: 135,094 shares; 2025Q4: 138,728 shares; 2026Q1: 139,272 shares; 2026Q2: 143,563 shares 143,563 $4.89M 0.26% +4,291 Timeline BSMS 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; 2024Q3: not reported; 2024Q4: 22,533 shares; 2025Q1: not reported; 2025Q2: 251,708 shares; 2025Q3: 237,702 shares; 2025Q4: 231,189 shares; 2026Q1: 210,878 shares; 2026Q2: 208,191 shares 208,191 $4.88M 0.26% -2,687 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,082 shares; 2024Q4: 40,087 shares; 2025Q1: 39,374 shares; 2025Q2: 37,902 shares; 2025Q3: 36,958 shares; 2025Q4: 35,923 shares; 2026Q1: 35,362 shares; 2026Q2: 34,349 shares 34,349 $4.87M 0.26% -1,013 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,293 shares; 2024Q4: 3,808 shares; 2025Q1: 4,503 shares; 2025Q2: 4,990 shares; 2025Q3: 5,390 shares; 2025Q4: 6,274 shares; 2026Q1: 8,054 shares; 2026Q2: 8,497 shares 8,497 $4.79M 0.25% +443 Timeline IMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,335 shares; 2024Q4: 114,722 shares; 2025Q1: 112,739 shares; 2025Q2: 112,833 shares; 2025Q3: 110,402 shares; 2025Q4: 112,777 shares; 2026Q1: 112,634 shares; 2026Q2: 110,499 shares 110,499 $4.78M 0.25% -2,135 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,012 shares; 2024Q4: 41,866 shares; 2025Q1: 46,287 shares; 2025Q2: 52,404 shares; 2025Q3: 54,933 shares; 2025Q4: 50,935 shares; 2026Q1: 51,937 shares; 2026Q2: 64,694 shares 64,694 $4.65M 0.25% +12,757 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,415 shares; 2024Q4: 6,979 shares; 2025Q1: 7,351 shares; 2025Q2: 7,598 shares; 2025Q3: 7,394 shares; 2025Q4: 8,004 shares; 2026Q1: 8,508 shares; 2026Q2: 9,225 shares 9,225 $4.62M 0.25% +717 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,826 shares; 2024Q4: 18,699 shares; 2025Q1: 22,021 shares; 2025Q2: 25,573 shares; 2025Q3: 25,359 shares; 2025Q4: 24,736 shares; 2026Q1: 24,796 shares; 2026Q2: 25,418 shares 25,418 $4.6M 0.24% +622 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,914 shares; 2024Q4: 115,942 shares; 2025Q1: 114,843 shares; 2025Q2: 110,456 shares; 2025Q3: 109,188 shares; 2025Q4: 107,604 shares; 2026Q1: 107,138 shares; 2026Q2: 104,833 shares 104,833 $4.52M 0.24% -2,305 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,451 shares; 2025Q2: 47,290 shares; 2025Q3: 47,484 shares; 2025Q4: 47,484 shares; 2026Q1: 47,484 shares; 2026Q2: 47,484 shares 47,484 $4.48M 0.24% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 451 shares; 2024Q4: 452 shares; 2025Q1: 3,220 shares; 2025Q2: 547 shares; 2025Q3: 958 shares; 2025Q4: 742 shares; 2026Q1: 5,766 shares; 2026Q2: 5,943 shares 5,943 $4.44M 0.24% +177 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,796 shares; 2024Q4: 67,186 shares; 2025Q1: 73,859 shares; 2025Q2: 82,879 shares; 2025Q3: 88,594 shares; 2025Q4: 78,299 shares; 2026Q1: 92,715 shares; 2026Q2: 103,247 shares 103,247 $4.37M 0.23% +10,532 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,648 shares; 2024Q4: 75,377 shares; 2025Q1: 81,329 shares; 2025Q2: 82,929 shares; 2025Q3: 162,887 shares; 2025Q4: 62,502 shares; 2026Q1: 71,094 shares; 2026Q2: 115,486 shares 115,486 $4.28M 0.23% +44,392 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,976 shares; 2024Q4: 6,350 shares; 2025Q1: 8,150 shares; 2025Q2: 7,851 shares; 2025Q3: 8,635 shares; 2025Q4: 10,904 shares; 2026Q1: 14,060 shares; 2026Q2: 15,634 shares 15,634 $4.25M 0.23% +1,574 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,537 shares; 2024Q4: 2,023 shares; 2025Q1: 1,917 shares; 2025Q2: 2,964 shares; 2025Q3: 3,243 shares; 2025Q4: 3,456 shares; 2026Q1: 3,672 shares; 2026Q2: 3,988 shares 3,988 $4.25M 0.23% +316 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,291 shares; 2025Q4: 2,338 shares; 2026Q1: 3,451 shares; 2026Q2: 4,355 shares 4,355 $4.2M 0.22% +904 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,477 shares; 2024Q4: not reported; 2025Q1: 10,117 shares; 2025Q2: 9,138 shares; 2025Q3: 10,446 shares; 2025Q4: 17,620 shares; 2026Q1: 25,760 shares; 2026Q2: 29,942 shares 29,942 $4.18M 0.22% +4,182 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; 2024Q3: 57,783 shares; 2024Q4: 55,540 shares; 2025Q1: 58,085 shares; 2025Q2: 60,052 shares; 2025Q3: 59,251 shares; 2025Q4: 59,000 shares; 2026Q1: 58,274 shares; 2026Q2: 56,178 shares 56,178 $4.06M 0.22% -2,096 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,912 shares; 2024Q4: 20,474 shares; 2025Q1: 19,951 shares; 2025Q2: 19,802 shares; 2025Q3: 21,393 shares; 2025Q4: 25,933 shares; 2026Q1: 28,957 shares; 2026Q2: 30,944 shares 30,944 $3.98M 0.21% +1,987 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,646 shares; 2024Q4: 111,676 shares; 2025Q1: 143,193 shares; 2025Q2: 94,167 shares; 2025Q3: 90,928 shares; 2025Q4: 85,299 shares; 2026Q1: 77,505 shares; 2026Q2: 79,350 shares 79,350 $3.95M 0.21% +1,845 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,593 shares; 2024Q4: 8,873 shares; 2025Q1: 8,157 shares; 2025Q2: 7,691 shares; 2025Q3: 7,668 shares; 2025Q4: 9,387 shares; 2026Q1: 9,219 shares; 2026Q2: 10,749 shares 10,749 $3.79M 0.2% +1,530 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,330 shares; 2024Q4: 1,468 shares; 2025Q1: 1,534 shares; 2025Q2: 1,570 shares; 2025Q3: 1,748 shares; 2025Q4: 2,069 shares; 2026Q1: 3,554 shares; 2026Q2: 3,635 shares 3,635 $3.68M 0.2% +81 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,358 shares; 2024Q4: 99,103 shares; 2025Q1: 94,491 shares; 2025Q2: 113,375 shares; 2025Q3: 107,593 shares; 2025Q4: 105,488 shares; 2026Q1: 105,097 shares; 2026Q2: 99,483 shares 99,483 $3.61M 0.19% -5,614 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,770 shares; 2024Q4: 12,954 shares; 2025Q1: 18,742 shares; 2025Q2: 17,363 shares; 2025Q3: 20,864 shares; 2025Q4: 19,925 shares; 2026Q1: 21,586 shares; 2026Q2: 22,990 shares 22,990 $3.6M 0.19% +1,404 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,822 shares; 2024Q4: 10,809 shares; 2025Q1: 11,998 shares; 2025Q2: 20,246 shares; 2025Q3: 20,220 shares; 2025Q4: 22,338 shares; 2026Q1: 22,585 shares; 2026Q2: 25,614 shares 25,614 $3.58M 0.19% +3,029 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; 2024Q3: 54,732 shares; 2024Q4: 61,518 shares; 2025Q1: 66,816 shares; 2025Q2: 72,700 shares; 2025Q3: 73,473 shares; 2025Q4: 71,272 shares; 2026Q1: 61,048 shares; 2026Q2: 57,938 shares 57,938 $3.58M 0.19% -3,110 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,319 shares; 2024Q4: 19,762 shares; 2025Q1: 19,423 shares; 2025Q2: 17,542 shares; 2025Q3: 21,523 shares; 2025Q4: 19,494 shares; 2026Q1: 22,091 shares; 2026Q2: 24,055 shares 24,055 $3.53M 0.19% +1,964 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,837 shares; 2024Q4: 33,815 shares; 2025Q1: 32,170 shares; 2025Q2: 35,867 shares; 2025Q3: 38,854 shares; 2025Q4: 42,275 shares; 2026Q1: 48,374 shares; 2026Q2: 59,698 shares 59,698 $3.4M 0.18% +11,324 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,845 shares; 2024Q4: 123,455 shares; 2025Q1: 123,558 shares; 2025Q2: 119,737 shares; 2025Q3: 116,670 shares; 2025Q4: 114,080 shares; 2026Q1: 111,911 shares; 2026Q2: 115,222 shares 115,222 $3.39M 0.18% +3,311 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,281 shares; 2024Q4: 17,527 shares; 2025Q1: 21,830 shares; 2025Q2: 24,979 shares; 2025Q3: 26,489 shares; 2025Q4: 28,247 shares; 2026Q1: 27,425 shares; 2026Q2: 26,787 shares 26,787 $3.38M 0.18% -638 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,220 shares; 2025Q4: 3,897 shares; 2026Q1: 5,596 shares; 2026Q2: 7,800 shares 7,800 $3.38M 0.18% +2,204 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,000 shares; 2025Q2: 33,600 shares; 2025Q3: 38,602 shares; 2025Q4: 44,497 shares; 2026Q1: 52,503 shares; 2026Q2: 57,453 shares 57,453 $3.32M 0.18% +4,950 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,494 shares; 2024Q4: 5,258 shares; 2025Q1: 4,738 shares; 2025Q2: 4,638 shares; 2025Q3: 5,811 shares; 2025Q4: 5,709 shares; 2026Q1: 6,942 shares; 2026Q2: 7,823 shares 7,823 $3.25M 0.17% +881 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,999 shares; 2024Q4: 90,386 shares; 2025Q1: 90,772 shares; 2025Q2: 87,888 shares; 2025Q3: 87,890 shares; 2025Q4: 83,167 shares; 2026Q1: 82,829 shares; 2026Q2: 80,399 shares 80,399 $3.16M 0.17% -2,430 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,368 shares; 2025Q4: 3,456 shares; 2026Q1: 4,638 shares; 2026Q2: 5,327 shares 5,327 $3.09M 0.16% +689 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,419 shares; 2024Q4: 53,901 shares; 2025Q1: 55,458 shares; 2025Q2: 56,686 shares; 2025Q3: 56,769 shares; 2025Q4: 58,490 shares; 2026Q1: 58,921 shares; 2026Q2: 57,755 shares 57,755 $3.05M 0.16% -1,166 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,498 shares; 2024Q4: 121,535 shares; 2025Q1: 117,499 shares; 2025Q2: 116,415 shares; 2025Q3: 114,366 shares; 2025Q4: 112,256 shares; 2026Q1: 110,371 shares; 2026Q2: 108,673 shares 108,673 $3.03M 0.16% -1,698 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,437 shares; 2024Q4: 7,437 shares; 2025Q1: 13,254 shares; 2025Q2: 14,633 shares; 2025Q3: 26,670 shares; 2025Q4: 28,703 shares; 2026Q1: 59,172 shares; 2026Q2: 59,481 shares 59,481 $2.99M 0.16% +309 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,188 shares; 2024Q4: 13,378 shares; 2025Q1: 16,467 shares; 2025Q2: 17,627 shares; 2025Q3: 20,878 shares; 2025Q4: 21,695 shares; 2026Q1: 25,654 shares; 2026Q2: 31,398 shares 31,398 $2.99M 0.16% +5,744 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,562 shares; 2024Q4: 1,749 shares; 2025Q1: 1,981 shares; 2025Q2: 2,038 shares; 2025Q3: 2,310 shares; 2025Q4: 2,645 shares; 2026Q1: 5,788 shares; 2026Q2: 5,619 shares 5,619 $2.89M 0.15% -169 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,860 shares; 2025Q4: 93,911 shares; 2026Q1: 100,297 shares; 2026Q2: 56,764 shares 56,764 $2.86M 0.15% -43,533 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,200 shares; 2024Q4: 23,339 shares; 2025Q1: 24,907 shares; 2025Q2: 25,983 shares; 2025Q3: 31,703 shares; 2025Q4: 34,085 shares; 2026Q1: 35,873 shares; 2026Q2: 33,219 shares 33,219 $2.84M 0.15% -2,654 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 353 shares; 2024Q4: 350 shares; 2025Q1: 387 shares; 2025Q2: 429 shares; 2025Q3: 607 shares; 2025Q4: 775 shares; 2026Q1: 1,102 shares; 2026Q2: 1,387 shares 1,387 $2.76M 0.15% +285 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 2,784 shares; 2025Q1: 3,066 shares; 2025Q2: 5,751 shares; 2025Q3: 7,130 shares; 2025Q4: 8,580 shares; 2026Q1: 12,963 shares; 2026Q2: 13,084 shares 13,084 $2.74M 0.15% +121 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,970 shares; 2024Q4: 3,326 shares; 2025Q1: 4,542 shares; 2025Q2: 14,142 shares; 2025Q3: 10,058 shares; 2025Q4: 13,658 shares; 2026Q1: 18,711 shares; 2026Q2: 22,894 shares 22,894 $2.73M 0.15% +4,183 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,168 shares; 2024Q4: 9,261 shares; 2025Q1: 8,878 shares; 2025Q2: 9,009 shares; 2025Q3: 9,060 shares; 2025Q4: 9,178 shares; 2026Q1: 9,500 shares; 2026Q2: 17,078 shares 17,078 $2.68M 0.14% +7,578 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: 1,363 shares; 2025Q1: 1,535 shares; 2025Q2: 1,537 shares; 2025Q3: 1,602 shares; 2025Q4: 1,405 shares; 2026Q1: 4,915 shares; 2026Q2: 5,093 shares 5,093 $2.64M 0.14% +178 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,595 shares; 2024Q4: 9,534 shares; 2025Q1: 5,488 shares; 2025Q2: 9,148 shares; 2025Q3: 20,365 shares; 2025Q4: 21,126 shares; 2026Q1: 19,566 shares; 2026Q2: 19,421 shares 19,421 $2.63M 0.14% -145 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,614 shares; 2024Q4: 7,994 shares; 2025Q1: 7,059 shares; 2025Q2: 7,752 shares; 2025Q3: 8,237 shares; 2025Q4: 8,743 shares; 2026Q1: 9,957 shares; 2026Q2: 10,456 shares 10,456 $2.57M 0.14% +499 Timeline BSMR 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; 2024Q3: not reported; 2024Q4: 22,158 shares; 2025Q1: not reported; 2025Q2: 140,666 shares; 2025Q3: 126,686 shares; 2025Q4: 126,137 shares; 2026Q1: 104,384 shares; 2026Q2: 105,642 shares 105,642 $2.5M 0.13% +1,258 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,573 shares; 2024Q4: 34,401 shares; 2025Q1: 40,103 shares; 2025Q2: 43,304 shares; 2025Q3: 48,037 shares; 2025Q4: 47,392 shares; 2026Q1: 51,181 shares; 2026Q2: 55,606 shares 55,606 $2.46M 0.13% +4,425 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,093 shares; 2024Q4: 43,222 shares; 2025Q1: 82,814 shares; 2025Q2: 79,105 shares; 2025Q3: 118,664 shares; 2025Q4: 135,416 shares; 2026Q1: 143,014 shares; 2026Q2: 161,853 shares 161,853 $2.43M 0.13% +18,839 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 983 shares; 2024Q4: 814 shares; 2025Q1: 847 shares; 2025Q2: 745 shares; 2025Q3: 788 shares; 2025Q4: 789 shares; 2026Q1: 763 shares; 2026Q2: 7,934 shares 7,934 $2.39M 0.13% +7,171 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,542 shares; 2024Q4: 3,697 shares; 2025Q1: 3,841 shares; 2025Q2: 5,227 shares; 2025Q3: 5,853 shares; 2025Q4: 6,371 shares; 2026Q1: 6,291 shares; 2026Q2: 6,741 shares 6,741 $2.39M 0.13% +450 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,297 shares; 2024Q4: 28,099 shares; 2025Q1: 29,983 shares; 2025Q2: 31,657 shares; 2025Q3: 63,357 shares; 2025Q4: 55,654 shares; 2026Q1: 43,447 shares; 2026Q2: 49,324 shares 49,324 $2.34M 0.12% +5,877 Timeline FLBL 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; 2024Q3: 56,965 shares; 2024Q4: 56,410 shares; 2025Q1: 60,627 shares; 2025Q2: 63,025 shares; 2025Q3: 126,743 shares; 2025Q4: 113,332 shares; 2026Q1: 89,837 shares; 2026Q2: 101,413 shares 101,413 $2.32M 0.12% +11,576 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 783 shares; 2025Q1: 883 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 755 shares; 2026Q1: 2,428 shares; 2026Q2: 19,424 shares 19,424 $2.32M 0.12% +16,996 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,227 shares; 2024Q4: 59,986 shares; 2025Q1: 57,066 shares; 2025Q2: 54,336 shares; 2025Q3: 54,046 shares; 2025Q4: 53,370 shares; 2026Q1: 51,944 shares; 2026Q2: 50,779 shares 50,779 $2.32M 0.12% -1,165 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,135 shares; 2024Q4: 4,667 shares; 2025Q1: 5,611 shares; 2025Q2: 5,979 shares; 2025Q3: 5,594 shares; 2025Q4: 5,991 shares; 2026Q1: 5,956 shares; 2026Q2: 6,963 shares 6,963 $2.3M 0.12% +1,007 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,356 shares; 2024Q4: 5,133 shares; 2025Q1: 5,833 shares; 2025Q2: 5,199 shares; 2025Q3: 6,934 shares; 2025Q4: 7,139 shares; 2026Q1: 7,979 shares; 2026Q2: 8,423 shares 8,423 $2.28M 0.12% +444 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,674 shares; 2025Q3: 23,674 shares; 2025Q4: 24,116 shares; 2026Q1: 23,225 shares; 2026Q2: 23,521 shares 23,521 $2.24M 0.12% +296 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,323 shares; 2024Q4: 5,121 shares; 2025Q1: 6,162 shares; 2025Q2: 7,503 shares; 2025Q3: 7,649 shares; 2025Q4: 7,048 shares; 2026Q1: 6,507 shares; 2026Q2: 9,654 shares 9,654 $2.16M 0.11% +3,147 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,439 shares; 2024Q4: 6,761 shares; 2025Q1: 8,340 shares; 2025Q2: 8,545 shares; 2025Q3: 9,271 shares; 2025Q4: 10,170 shares; 2026Q1: 10,986 shares; 2026Q2: 11,367 shares 11,367 $2.16M 0.11% +381 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,077 shares; 2024Q4: 14,250 shares; 2025Q1: 14,728 shares; 2025Q2: 14,699 shares; 2025Q3: 14,222 shares; 2025Q4: 15,231 shares; 2026Q1: 16,360 shares; 2026Q2: 19,257 shares 19,257 $2.15M 0.11% +2,897 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,982 shares; 2024Q4: 10,638 shares; 2025Q1: 9,574 shares; 2025Q2: 9,248 shares; 2025Q3: 5,397 shares; 2025Q4: 10,294 shares; 2026Q1: 23,174 shares; 2026Q2: 37,197 shares 37,197 $2.14M 0.11% +14,023 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,725 shares; 2024Q4: 9,252 shares; 2025Q1: 12,147 shares; 2025Q2: 14,714 shares; 2025Q3: 10,923 shares; 2025Q4: 10,782 shares; 2026Q1: 11,789 shares; 2026Q2: 24,691 shares 24,691 $2.05M 0.11% +12,902 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,879 shares; 2024Q4: 4,679 shares; 2025Q1: 4,455 shares; 2025Q2: 4,647 shares; 2025Q3: 4,413 shares; 2025Q4: 4,743 shares; 2026Q1: 7,255 shares; 2026Q2: 7,839 shares 7,839 $2.04M 0.11% +584 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,970 shares; 2024Q4: 37,873 shares; 2025Q1: 38,053 shares; 2025Q2: 37,720 shares; 2025Q3: 37,724 shares; 2025Q4: 35,945 shares; 2026Q1: 35,860 shares; 2026Q2: 34,919 shares 34,919 $2.03M 0.11% -941 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,992 shares; 2024Q4: 2,149 shares; 2025Q1: 2,299 shares; 2025Q2: 2,369 shares; 2025Q3: 2,377 shares; 2025Q4: 2,480 shares; 2026Q1: 2,435 shares; 2026Q2: 2,640 shares 2,640 $2M 0.11% +205 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,388 shares; 2024Q4: 2,430 shares; 2025Q1: 2,908 shares; 2025Q2: 3,765 shares; 2025Q3: 4,984 shares; 2025Q4: 5,555 shares; 2026Q1: 6,725 shares; 2026Q2: 7,795 shares 7,795 $1.99M 0.11% +1,070 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,261 shares; 2024Q4: 7,456 shares; 2025Q1: 8,686 shares; 2025Q2: 8,697 shares; 2025Q3: 9,364 shares; 2025Q4: 8,927 shares; 2026Q1: 8,736 shares; 2026Q2: 8,854 shares 8,854 $1.97M 0.1% +118 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,438 shares; 2024Q4: 34,747 shares; 2025Q1: 35,696 shares; 2025Q2: 32,969 shares; 2025Q3: 34,999 shares; 2025Q4: 35,170 shares; 2026Q1: 36,805 shares; 2026Q2: 39,599 shares 39,599 $1.96M 0.1% +2,794 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,116 shares; 2025Q1: 32,602 shares; 2025Q2: 30,968 shares; 2025Q3: 31,573 shares; 2025Q4: 16,075 shares; 2026Q1: 18,843 shares; 2026Q2: 25,410 shares 25,410 $1.96M 0.1% +6,567 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,303 shares; 2026Q1: 65,391 shares; 2026Q2: 64,835 shares 64,835 $1.9M 0.1% -556 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,354 shares; 2024Q4: 7,495 shares; 2025Q1: 9,416 shares; 2025Q2: 11,218 shares; 2025Q3: 13,878 shares; 2025Q4: 14,922 shares; 2026Q1: 20,144 shares; 2026Q2: 23,242 shares 23,242 $1.89M 0.1% +3,098 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,559 shares; 2024Q4: 6,732 shares; 2025Q1: 6,684 shares; 2025Q2: 6,705 shares; 2025Q3: 6,460 shares; 2025Q4: 6,206 shares; 2026Q1: 6,087 shares; 2026Q2: 7,859 shares 7,859 $1.87M 0.1% +1,772 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,687 shares; 2024Q4: 4,173 shares; 2025Q1: 3,158 shares; 2025Q2: 4,107 shares; 2025Q3: 3,998 shares; 2025Q4: 3,393 shares; 2026Q1: 3,990 shares; 2026Q2: 3,644 shares 3,644 $1.86M 0.1% -346 Timeline AVX AVAX ONE TECHNOLOGY LTD More: the full row for AVAX ONE TECHNOLOGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 353,356 shares 353,356 $1.83M 0.1% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,875 shares; 2024Q4: 4,331 shares; 2025Q1: 4,438 shares; 2025Q2: 3,715 shares; 2025Q3: 4,052 shares; 2025Q4: 4,461 shares; 2026Q1: 4,541 shares; 2026Q2: 4,877 shares 4,877 $1.82M 0.1% +336 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,210 shares; 2024Q4: 5,062 shares; 2025Q1: 5,202 shares; 2025Q2: 5,689 shares; 2025Q3: 8,745 shares; 2025Q4: 9,200 shares; 2026Q1: 11,067 shares; 2026Q2: 12,966 shares 12,966 $1.78M 0.09% +1,899 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,496 shares; 2024Q4: 2,896 shares; 2025Q1: 3,324 shares; 2025Q2: 3,415 shares; 2025Q3: 4,066 shares; 2025Q4: 4,417 shares; 2026Q1: 6,244 shares; 2026Q2: 7,045 shares 7,045 $1.77M 0.09% +801 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,574 shares; 2024Q4: 44,743 shares; 2025Q1: 51,865 shares; 2025Q2: 55,108 shares; 2025Q3: 59,164 shares; 2025Q4: 64,350 shares; 2026Q1: 64,676 shares; 2026Q2: 70,567 shares 70,567 $1.77M 0.09% +5,891 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,894 shares; 2024Q4: 12,809 shares; 2025Q1: 14,498 shares; 2025Q2: 16,798 shares; 2025Q3: 13,845 shares; 2025Q4: 13,893 shares; 2026Q1: 14,579 shares; 2026Q2: 19,262 shares 19,262 $1.77M 0.09% +4,683 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,141 shares; 2026Q1: 25,717 shares; 2026Q2: 26,229 shares 26,229 $1.77M 0.09% +512 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,172 shares; 2024Q4: 3,393 shares; 2025Q1: 4,264 shares; 2025Q2: 3,920 shares; 2025Q3: 4,181 shares; 2025Q4: 4,318 shares; 2026Q1: 4,279 shares; 2026Q2: 4,576 shares 4,576 $1.76M 0.09% +297 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,313 shares; 2024Q4: 12,348 shares; 2025Q1: 12,643 shares; 2025Q2: 13,067 shares; 2025Q3: 14,877 shares; 2025Q4: 15,552 shares; 2026Q1: 17,014 shares; 2026Q2: 18,085 shares 18,085 $1.74M 0.09% +1,071 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,372 shares; 2025Q1: 839 shares; 2025Q2: 916 shares; 2025Q3: 918 shares; 2025Q4: 1,221 shares; 2026Q1: 1,464 shares; 2026Q2: 1,435 shares 1,435 $1.69M 0.09% -29 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,759 shares; 2025Q1: 5,451 shares; 2025Q2: 4,208 shares; 2025Q3: 5,470 shares; 2025Q4: 5,929 shares; 2026Q1: 8,926 shares; 2026Q2: 10,118 shares 10,118 $1.68M 0.09% +1,192 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,284 shares; 2024Q4: 4,475 shares; 2025Q1: 4,514 shares; 2025Q2: 5,474 shares; 2025Q3: 6,035 shares; 2025Q4: 6,408 shares; 2026Q1: 6,769 shares; 2026Q2: 7,981 shares 7,981 $1.65M 0.09% +1,212 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,081 shares; 2026Q2: 36,432 shares 36,432 $1.64M 0.09% +15,351 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,637 shares; 2025Q3: 17,767 shares; 2025Q4: 17,626 shares; 2026Q1: 17,401 shares; 2026Q2: 18,556 shares 18,556 $1.63M 0.09% +1,155 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,784 shares; 2024Q4: 2,908 shares; 2025Q1: 2,929 shares; 2025Q2: 2,895 shares; 2025Q3: 3,259 shares; 2025Q4: 4,019 shares; 2026Q1: 9,402 shares; 2026Q2: 7,286 shares 7,286 $1.61M 0.09% -2,116 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,212 shares; 2024Q4: 2,379 shares; 2025Q1: 2,822 shares; 2025Q2: 3,893 shares; 2025Q3: 4,211 shares; 2025Q4: 4,714 shares; 2026Q1: 5,168 shares; 2026Q2: 4,631 shares 4,631 $1.59M 0.08% -537 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,400 shares; 2024Q4: 38,400 shares; 2025Q1: 39,400 shares; 2025Q2: 38,400 shares; 2025Q3: 38,400 shares; 2025Q4: 38,400 shares; 2026Q1: 38,400 shares; 2026Q2: 38,400 shares 38,400 $1.58M 0.08% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,105 shares; 2026Q1: 3,838 shares; 2026Q2: 3,981 shares 3,981 $1.58M 0.08% +143 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,480 shares; 2024Q4: 14,541 shares; 2025Q1: 15,010 shares; 2025Q2: 14,744 shares; 2025Q3: 14,582 shares; 2025Q4: 14,661 shares; 2026Q1: 13,250 shares; 2026Q2: 13,452 shares 13,452 $1.58M 0.08% +202 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 2,473 shares; 2025Q4: 4,791 shares; 2026Q1: 6,643 shares; 2026Q2: 7,285 shares 7,285 $1.57M 0.08% +642 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 515 shares; 2025Q1: 562 shares; 2025Q2: 574 shares; 2025Q3: 823 shares; 2025Q4: 881 shares; 2026Q1: 1,565 shares; 2026Q2: 1,630 shares 1,630 $1.57M 0.08% +65 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,913 shares; 2024Q4: 48,141 shares; 2025Q1: 49,774 shares; 2025Q2: 51,059 shares; 2025Q3: 51,758 shares; 2025Q4: 41,189 shares; 2026Q1: 33,504 shares; 2026Q2: 49,199 shares 49,199 $1.56M 0.08% +15,695 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,693 shares; 2024Q4: 50,013 shares; 2025Q1: 61,076 shares; 2025Q2: 67,827 shares; 2025Q3: 78,632 shares; 2025Q4: 91,537 shares; 2026Q1: 95,680 shares; 2026Q2: 112,841 shares 112,841 $1.56M 0.08% +17,161 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,022 shares; 2025Q1: 2,227 shares; 2025Q2: 1,823 shares; 2025Q3: 4,511 shares; 2025Q4: 4,415 shares; 2026Q1: 10,214 shares; 2026Q2: 10,864 shares 10,864 $1.56M 0.08% +650 Timeline BSCS 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,647 shares; 2025Q2: 23,686 shares; 2025Q3: 23,508 shares; 2025Q4: 23,715 shares; 2026Q1: 29,449 shares; 2026Q2: 73,793 shares 73,793 $1.5M 0.08% +44,344 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares 2 $1.5M 0.08% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,631 shares; 2025Q4: 3,775 shares; 2026Q1: 4,363 shares; 2026Q2: 5,851 shares 5,851 $1.49M 0.08% +1,488 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,951 shares; 2024Q4: 23,888 shares; 2025Q1: 22,187 shares; 2025Q2: 20,290 shares; 2025Q3: 20,112 shares; 2025Q4: 20,618 shares; 2026Q1: 20,316 shares; 2026Q2: 19,670 shares 19,670 $1.49M 0.08% -646 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,819 shares; 2024Q4: 53,345 shares; 2025Q1: 43,915 shares; 2025Q2: 43,988 shares; 2025Q3: 39,454 shares; 2025Q4: 32,300 shares; 2026Q1: 30,327 shares; 2026Q2: 28,980 shares 28,980 $1.48M 0.08% -1,347 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,768 shares; 2024Q4: 48,435 shares; 2025Q1: 50,422 shares; 2025Q2: 40,599 shares; 2025Q3: 42,236 shares; 2025Q4: 50,901 shares; 2026Q1: 50,405 shares; 2026Q2: 54,921 shares 54,921 $1.48M 0.08% +4,516 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,663 shares; 2024Q4: 9,281 shares; 2025Q1: 8,350 shares; 2025Q2: 11,720 shares; 2025Q3: 15,538 shares; 2025Q4: 17,847 shares; 2026Q1: 21,441 shares; 2026Q2: 24,423 shares 24,423 $1.48M 0.08% +2,982 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,572 shares; 2026Q2: 4,843 shares 4,843 $1.46M 0.08% +2,271 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,521 shares; 2024Q4: 4,518 shares; 2025Q1: 4,566 shares; 2025Q2: 4,840 shares; 2025Q3: 5,061 shares; 2025Q4: 5,519 shares; 2026Q1: 9,407 shares; 2026Q2: 9,599 shares 9,599 $1.45M 0.08% +192 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,267 shares; 2024Q4: 15,069 shares; 2025Q1: 14,638 shares; 2025Q2: 16,231 shares; 2025Q3: 16,133 shares; 2025Q4: 21,047 shares; 2026Q1: 21,893 shares; 2026Q2: 17,179 shares 17,179 $1.42M 0.08% -4,714 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,664 shares; 2025Q1: 5,239 shares; 2025Q2: 8,156 shares; 2025Q3: 8,541 shares; 2025Q4: 8,322 shares; 2026Q1: 7,876 shares; 2026Q2: 8,091 shares 8,091 $1.41M 0.07% +215 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 930 shares; 2024Q4: 2,649 shares; 2025Q1: 3,410 shares; 2025Q2: 3,218 shares; 2025Q3: 3,677 shares; 2025Q4: 4,222 shares; 2026Q1: 3,816 shares; 2026Q2: 4,092 shares 4,092 $1.4M 0.07% +276 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 894 shares; 2025Q1: 971 shares; 2025Q2: 15,097 shares; 2025Q3: 15,947 shares; 2025Q4: 15,145 shares; 2026Q1: 14,066 shares; 2026Q2: 15,144 shares 15,144 $1.39M 0.07% +1,078 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,482 shares; 2024Q4: 3,614 shares; 2025Q1: 3,596 shares; 2025Q2: 4,278 shares; 2025Q3: 3,491 shares; 2025Q4: 3,534 shares; 2026Q1: 3,555 shares; 2026Q2: 3,741 shares 3,741 $1.39M 0.07% +186 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,215 shares; 2025Q1: 5,718 shares; 2025Q2: 7,581 shares; 2025Q3: 11,236 shares; 2025Q4: 11,681 shares; 2026Q1: 14,090 shares; 2026Q2: 16,595 shares 16,595 $1.38M 0.07% +2,505 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,111 shares; 2024Q4: 3,049 shares; 2025Q1: 4,540 shares; 2025Q2: 3,473 shares; 2025Q3: 3,222 shares; 2025Q4: 3,450 shares; 2026Q1: 3,982 shares; 2026Q2: 3,797 shares 3,797 $1.37M 0.07% -185 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 498 shares; 2025Q3: 593 shares; 2025Q4: 1,037 shares; 2026Q1: 2,586 shares; 2026Q2: 2,780 shares 2,780 $1.37M 0.07% +194 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,278 shares; 2025Q3: 8,555 shares; 2025Q4: 9,100 shares; 2026Q1: 9,733 shares; 2026Q2: 9,260 shares 9,260 $1.36M 0.07% -473 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,559 shares; 2024Q4: 7,005 shares; 2025Q1: 7,529 shares; 2025Q2: 8,953 shares; 2025Q3: 8,419 shares; 2025Q4: 9,616 shares; 2026Q1: 9,496 shares; 2026Q2: 10,205 shares 10,205 $1.35M 0.07% +709 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; 2024Q3: 8,008 shares; 2024Q4: 8,447 shares; 2025Q1: 8,684 shares; 2025Q2: 8,203 shares; 2025Q3: 8,133 shares; 2025Q4: 8,345 shares; 2026Q1: 8,887 shares; 2026Q2: 9,206 shares 9,206 $1.33M 0.07% +319 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; 2024Q3: 14,886 shares; 2024Q4: 14,889 shares; 2025Q1: 14,892 shares; 2025Q2: 20,578 shares; 2025Q3: 20,578 shares; 2025Q4: 20,578 shares; 2026Q1: 23,959 shares; 2026Q2: 24,108 shares 24,108 $1.33M 0.07% +149 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: 1,816 shares; 2026Q2: 1,812 shares 1,812 $1.31M 0.07% -4 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,833 shares; 2024Q4: 3,506 shares; 2025Q1: 2,502 shares; 2025Q2: 2,939 shares; 2025Q3: 2,951 shares; 2025Q4: 3,120 shares; 2026Q1: 3,574 shares; 2026Q2: 4,643 shares 4,643 $1.31M 0.07% +1,069 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,070 shares; 2024Q4: 12,485 shares; 2025Q1: 20,461 shares; 2025Q2: 19,623 shares; 2025Q3: 19,863 shares; 2025Q4: 10,817 shares; 2026Q1: 10,763 shares; 2026Q2: 8,768 shares 8,768 $1.3M 0.07% -1,995 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,493 shares; 2024Q4: 12,400 shares; 2025Q1: 11,673 shares; 2025Q2: 8,762 shares; 2025Q3: 9,837 shares; 2025Q4: 8,150 shares; 2026Q1: 9,475 shares; 2026Q2: 8,658 shares 8,658 $1.27M 0.07% -817 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,431 shares; 2025Q3: 6,483 shares; 2025Q4: 6,597 shares; 2026Q1: 7,026 shares; 2026Q2: 7,128 shares 7,128 $1.26M 0.07% +102 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,653 shares; 2024Q4: 18,236 shares; 2025Q1: 17,895 shares; 2025Q2: 15,064 shares; 2025Q3: 14,780 shares; 2025Q4: 14,673 shares; 2026Q1: 13,864 shares; 2026Q2: 22,598 shares 22,598 $1.25M 0.07% +8,734 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,080 shares; 2024Q4: 5,618 shares; 2025Q1: 6,714 shares; 2025Q2: 6,911 shares; 2025Q3: 7,568 shares; 2025Q4: 9,627 shares; 2026Q1: 11,479 shares; 2026Q2: 14,248 shares 14,248 $1.25M 0.07% +2,769 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,382 shares; 2025Q3: 10,232 shares; 2025Q4: 12,643 shares; 2026Q1: 12,637 shares; 2026Q2: 16,136 shares 16,136 $1.24M 0.07% +3,499 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,225 shares; 2024Q4: 5,000 shares; 2025Q1: 26,855 shares; 2025Q2: 20,807 shares; 2025Q3: 25,301 shares; 2025Q4: 26,319 shares; 2026Q1: 29,705 shares; 2026Q2: 32,308 shares 32,308 $1.23M 0.07% +2,603 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,343 shares; 2024Q4: 3,525 shares; 2025Q1: 3,523 shares; 2025Q2: 4,674 shares; 2025Q3: 4,782 shares; 2025Q4: 5,658 shares; 2026Q1: 5,417 shares; 2026Q2: 6,093 shares 6,093 $1.22M 0.06% +676 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,564 shares; 2025Q2: 26,288 shares; 2025Q3: 32,642 shares; 2025Q4: 45,960 shares; 2026Q1: 53,348 shares; 2026Q2: 50,687 shares 50,687 $1.22M 0.06% -2,661 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,850 shares; 2024Q4: 62,780 shares; 2025Q1: 64,633 shares; 2025Q2: 52,645 shares; 2025Q3: 59,507 shares; 2025Q4: 65,668 shares; 2026Q1: 65,168 shares; 2026Q2: 69,191 shares 69,191 $1.22M 0.06% +4,023 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739 shares; 2024Q4: 896 shares; 2025Q1: 926 shares; 2025Q2: 634 shares; 2025Q3: 1,623 shares; 2025Q4: 1,685 shares; 2026Q1: 1,535 shares; 2026Q2: 1,703 shares 1,703 $1.21M 0.06% +168 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,697 shares; 2024Q4: 4,595 shares; 2025Q1: 3,763 shares; 2025Q2: 2,146 shares; 2025Q3: 2,472 shares; 2025Q4: 2,301 shares; 2026Q1: 2,710 shares; 2026Q2: 2,808 shares 2,808 $1.21M 0.06% +98 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,772 shares; 2024Q4: 42,669 shares; 2025Q1: 44,696 shares; 2025Q2: 47,191 shares; 2025Q3: 32,574 shares; 2025Q4: 32,763 shares; 2026Q1: 33,559 shares; 2026Q2: 35,800 shares 35,800 $1.21M 0.06% +2,241 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,404 shares; 2025Q4: 42,136 shares; 2026Q1: 43,661 shares; 2026Q2: 36,320 shares 36,320 $1.21M 0.06% -7,341 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,911 shares; 2026Q1: 5,680 shares; 2026Q2: 12,883 shares 12,883 $1.21M 0.06% +7,203 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,289 shares; 2024Q4: 9,781 shares; 2025Q1: 8,684 shares; 2025Q2: 6,190 shares; 2025Q3: 4,457 shares; 2025Q4: 4,061 shares; 2026Q1: 3,219 shares; 2026Q2: 3,284 shares 3,284 $1.2M 0.06% +65 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 444 shares; 2026Q2: 517 shares 517 $1.18M 0.06% +73 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,109 shares; 2024Q4: 11,109 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 11,109 shares; 2025Q4: 11,109 shares; 2026Q1: 11,109 shares; 2026Q2: 11,109 shares 11,109 $1.17M 0.06% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 511 shares; 2024Q4: 574 shares; 2025Q1: 573 shares; 2025Q2: 750 shares; 2025Q3: 903 shares; 2025Q4: 881 shares; 2026Q1: 812 shares; 2026Q2: 857 shares 857 $1.17M 0.06% +45 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,574 shares; 2024Q4: 1,588 shares; 2025Q1: 1,588 shares; 2025Q2: 2,288 shares; 2025Q3: 2,288 shares; 2025Q4: 2,288 shares; 2026Q1: 2,301 shares; 2026Q2: 9,205 shares 9,205 $1.14M 0.06% +6,904 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,107 shares; 2024Q4: 8,741 shares; 2025Q1: 12,585 shares; 2025Q2: 11,350 shares; 2025Q3: 12,470 shares; 2025Q4: 15,389 shares; 2026Q1: 11,688 shares; 2026Q2: 15,003 shares 15,003 $1.14M 0.06% +3,315 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 930 shares; 2025Q3: 1,009 shares; 2025Q4: 684 shares; 2026Q1: 3,190 shares; 2026Q2: 3,057 shares 3,057 $1.13M 0.06% -133 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,386 shares; 2025Q1: 4,704 shares; 2025Q2: 4,964 shares; 2025Q3: 5,855 shares; 2025Q4: 5,620 shares; 2026Q1: 6,019 shares; 2026Q2: 6,593 shares 6,593 $1.12M 0.06% +574 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 731 shares; 2024Q4: 913 shares; 2025Q1: 898 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,687 shares; 2026Q1: 2,837 shares; 2026Q2: 3,575 shares 3,575 $1.12M 0.06% +738 Timeline VFVA VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,304 shares; 2024Q4: 4,427 shares; 2025Q1: 5,215 shares; 2025Q2: 6,077 shares; 2025Q3: 7,067 shares; 2025Q4: 7,508 shares; 2026Q1: 7,508 shares; 2026Q2: 7,508 shares 7,508 $1.11M 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 996 shares; 2024Q4: 1,084 shares; 2025Q1: 1,273 shares; 2025Q2: 1,223 shares; 2025Q3: 1,137 shares; 2025Q4: 1,223 shares; 2026Q1: 1,854 shares; 2026Q2: 1,749 shares 1,749 $1.11M 0.06% -105 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,607 shares; 2024Q4: 15,923 shares; 2025Q1: 21,956 shares; 2025Q2: 21,392 shares; 2025Q3: 34,705 shares; 2025Q4: 37,544 shares; 2026Q1: 45,363 shares; 2026Q2: 55,562 shares 55,562 $1.11M 0.06% +10,199 Timeline BSCR 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,370 shares; 2025Q3: 18,370 shares; 2025Q4: 18,615 shares; 2026Q1: 24,752 shares; 2026Q2: 55,335 shares 55,335 $1.09M 0.06% +30,583 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,449 shares; 2024Q4: 1,306 shares; 2025Q1: 1,802 shares; 2025Q2: 1,956 shares; 2025Q3: 2,479 shares; 2025Q4: 3,892 shares; 2026Q1: 5,442 shares; 2026Q2: 5,836 shares 5,836 $1.08M 0.06% +394 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 177,442 shares; 2024Q4: 133,556 shares; 2025Q1: 163,831 shares; 2025Q2: 160,050 shares; 2025Q3: 158,119 shares; 2025Q4: 167,904 shares; 2026Q1: 165,585 shares; 2026Q2: 184,422 shares 184,422 $1.08M 0.06% +18,837 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,886 shares; 2024Q4: 4,068 shares; 2025Q1: 4,054 shares; 2025Q2: 4,026 shares; 2025Q3: 4,091 shares; 2025Q4: 4,193 shares; 2026Q1: 4,242 shares; 2026Q2: 4,503 shares 4,503 $1.07M 0.06% +261 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,777 shares; 2024Q4: 11,594 shares; 2025Q1: 7,007 shares; 2025Q2: 12,062 shares; 2025Q3: 7,171 shares; 2025Q4: 9,432 shares; 2026Q1: 11,825 shares; 2026Q2: 16,223 shares 16,223 $1.05M 0.06% +4,398 Timeline PTIN PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,388 shares; 2024Q4: 30,558 shares; 2025Q1: 30,702 shares; 2025Q2: 30,804 shares; 2025Q3: 30,853 shares; 2025Q4: 29,152 shares; 2026Q1: 29,323 shares; 2026Q2: 28,385 shares 28,385 $1.04M 0.06% -938 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,129 shares; 2024Q4: 33,276 shares; 2025Q1: 35,852 shares; 2025Q2: 64,377 shares; 2025Q3: 66,705 shares; 2025Q4: 71,277 shares; 2026Q1: 72,933 shares; 2026Q2: 78,004 shares 78,004 $1.03M 0.05% +5,071 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,796 shares; 2025Q2: 12,626 shares; 2025Q3: 15,878 shares; 2025Q4: 17,519 shares; 2026Q1: 21,648 shares; 2026Q2: 32,566 shares 32,566 $1.02M 0.05% +10,918 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,582 shares; 2025Q4: 7,777 shares; 2026Q1: 9,652 shares; 2026Q2: 10,910 shares 10,910 $1.02M 0.05% +1,258 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,293 shares; 2025Q2: 2,482 shares; 2025Q3: 1,634 shares; 2025Q4: 1,605 shares; 2026Q1: 2,269 shares; 2026Q2: 5,950 shares 5,950 $1.01M 0.05% +3,681 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,988 shares; 2025Q3: 3,311 shares; 2025Q4: 3,309 shares; 2026Q1: 4,472 shares; 2026Q2: 5,950 shares 5,950 $1.01M 0.05% +1,478 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,507 shares; 2026Q2: 2,057 shares 2,057 $1.01M 0.05% +550 Timeline BSMQ 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; 2024Q3: not reported; 2024Q4: 22,223 shares; 2025Q1: 22,223 shares; 2025Q2: 55,773 shares; 2025Q3: 55,236 shares; 2025Q4: 56,599 shares; 2026Q1: 43,009 shares; 2026Q2: 42,237 shares 42,237 $994K 0.05% -772 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,879 shares; 2024Q4: 9,231 shares; 2025Q1: 10,403 shares; 2025Q2: 11,381 shares; 2025Q3: 12,950 shares; 2025Q4: 13,698 shares; 2026Q1: 13,698 shares; 2026Q2: 13,698 shares 13,698 $991K 0.05% 0 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; 2024Q3: 674 shares; 2024Q4: 731 shares; 2025Q1: 735 shares; 2025Q2: 965 shares; 2025Q3: 1,146 shares; 2025Q4: 1,101 shares; 2026Q1: 1,152 shares; 2026Q2: 1,299 shares 1,299 $984K 0.05% +147 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,390 shares; 2026Q1: 4,642 shares; 2026Q2: 6,728 shares 6,728 $983K 0.05% +2,086 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,586 shares; 2024Q4: 2,395 shares; 2025Q1: 2,329 shares; 2025Q2: 2,303 shares; 2025Q3: 2,336 shares; 2025Q4: 2,374 shares; 2026Q1: 2,382 shares; 2026Q2: 2,614 shares 2,614 $981K 0.05% +232 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,538 shares; 2024Q4: 27,330 shares; 2025Q1: 29,099 shares; 2025Q2: 33,699 shares; 2025Q3: 27,899 shares; 2025Q4: 27,986 shares; 2026Q1: 28,063 shares; 2026Q2: 28,086 shares 28,086 $978K 0.05% +23 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,217 shares; 2026Q2: 19,217 shares 19,217 $972K 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,885 shares; 2024Q4: 2,542 shares; 2025Q1: 4,359 shares; 2025Q2: 5,768 shares; 2025Q3: 4,070 shares; 2025Q4: 3,567 shares; 2026Q1: 4,615 shares; 2026Q2: 4,070 shares 4,070 $963K 0.05% -545 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,443 shares; 2024Q4: 2,487 shares; 2025Q1: 2,926 shares; 2025Q2: 3,229 shares; 2025Q3: 3,650 shares; 2025Q4: 3,842 shares; 2026Q1: 3,842 shares; 2026Q2: 3,842 shares 3,842 $959K 0.05% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,926 shares; 2026Q2: 34,630 shares 34,630 $949K 0.05% +27,704 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,265 shares; 2024Q4: 41,011 shares; 2025Q1: 50,421 shares; 2025Q2: 50,802 shares; 2025Q3: 52,135 shares; 2025Q4: 49,709 shares; 2026Q1: 45,686 shares; 2026Q2: 45,809 shares 45,809 $948K 0.05% +123 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,637 shares; 2025Q2: 17,651 shares; 2025Q3: 29,312 shares; 2025Q4: 23,014 shares; 2026Q1: 13,532 shares; 2026Q2: 40,115 shares 40,115 $948K 0.05% +26,583 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,513 shares; 2024Q4: 10,025 shares; 2025Q1: 10,994 shares; 2025Q2: 22,180 shares; 2025Q3: 21,650 shares; 2025Q4: 22,351 shares; 2026Q1: 18,929 shares; 2026Q2: 19,723 shares 19,723 $947K 0.05% +794 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,902 shares; 2024Q4: 7,416 shares; 2025Q1: 8,395 shares; 2025Q2: 7,747 shares; 2025Q3: 8,017 shares; 2025Q4: 12,414 shares; 2026Q1: 11,532 shares; 2026Q2: 23,773 shares 23,773 $921K 0.05% +12,241 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,002 shares; 2024Q4: 1,089 shares; 2025Q1: 1,255 shares; 2025Q2: 1,237 shares; 2025Q3: 1,276 shares; 2025Q4: 1,392 shares; 2026Q1: 2,301 shares; 2026Q2: 2,141 shares 2,141 $912K 0.05% -160 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,516 shares 33,516 $912K 0.05% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,643 shares; 2025Q3: 6,688 shares; 2025Q4: 8,131 shares; 2026Q1: 8,211 shares; 2026Q2: 9,463 shares 9,463 $910K 0.05% +1,252 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; 2024Q3: 3,378 shares; 2024Q4: 3,546 shares; 2025Q1: 4,049 shares; 2025Q2: 4,326 shares; 2025Q3: 4,774 shares; 2025Q4: 4,920 shares; 2026Q1: 4,176 shares; 2026Q2: 4,246 shares 4,246 $905K 0.05% +70 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares; 2026Q2: 14,000 shares 14,000 $903K 0.05% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,876 shares; 2025Q3: 4,197 shares; 2025Q4: 4,623 shares; 2026Q1: 6,160 shares; 2026Q2: 6,647 shares 6,647 $900K 0.05% +487 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; 2024Q3: 4,765 shares; 2024Q4: 5,321 shares; 2025Q1: 9,159 shares; 2025Q2: 10,136 shares; 2025Q3: 11,626 shares; 2025Q4: 13,264 shares; 2026Q1: 12,180 shares; 2026Q2: 9,378 shares 9,378 $900K 0.05% -2,802 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 185 shares; 2024Q4: 202 shares; 2025Q1: 205 shares; 2025Q2: 240 shares; 2025Q3: 244 shares; 2025Q4: 254 shares; 2026Q1: 195 shares; 2026Q2: 5,024 shares 5,024 $895K 0.05% +4,829 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577 shares; 2024Q4: 667 shares; 2025Q1: 809 shares; 2025Q2: 1,107 shares; 2025Q3: 812 shares; 2025Q4: 874 shares; 2026Q1: 1,197 shares; 2026Q2: 1,598 shares 1,598 $895K 0.05% +401 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,635 shares; 2024Q4: 4,804 shares; 2025Q1: 8,394 shares; 2025Q2: 8,494 shares; 2025Q3: 10,089 shares; 2025Q4: 10,282 shares; 2026Q1: 10,244 shares; 2026Q2: 11,508 shares 11,508 $892K 0.05% +1,264 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,463 shares; 2026Q1: 14,463 shares; 2026Q2: 14,463 shares 14,463 $886K 0.05% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,732 shares; 2024Q4: 5,370 shares; 2025Q1: 6,311 shares; 2025Q2: 5,691 shares; 2025Q3: 5,188 shares; 2025Q4: 3,541 shares; 2026Q1: 4,998 shares; 2026Q2: 5,305 shares 5,305 $884K 0.05% +307 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 841 shares; 2025Q2: 1,376 shares; 2025Q3: 1,456 shares; 2025Q4: 1,957 shares; 2026Q1: 2,499 shares; 2026Q2: 2,255 shares 2,255 $879K 0.05% -244 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; 2024Q3: 2,988 shares; 2024Q4: 3,544 shares; 2025Q1: 5,199 shares; 2025Q2: not reported; 2025Q3: 5,995 shares; 2025Q4: 6,969 shares; 2026Q1: 8,282 shares; 2026Q2: 9,160 shares 9,160 $870K 0.05% +878 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,328 shares; 2025Q3: 4,279 shares; 2025Q4: 4,757 shares; 2026Q1: 3,822 shares; 2026Q2: 4,214 shares 4,214 $869K 0.05% +392 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 5,921 shares; 2025Q4: 6,504 shares; 2026Q1: 5,745 shares; 2026Q2: 6,385 shares 6,385 $868K 0.05% +640 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,614 shares; 2024Q4: 25,483 shares; 2025Q1: 12,918 shares; 2025Q2: 24,671 shares; 2025Q3: 24,956 shares; 2025Q4: 24,210 shares; 2026Q1: 20,810 shares; 2026Q2: 19,247 shares 19,247 $868K 0.05% -1,563 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; 2024Q3: 6,797 shares; 2024Q4: 7,003 shares; 2025Q1: 9,330 shares; 2025Q2: 9,940 shares; 2025Q3: 7,852 shares; 2025Q4: 7,347 shares; 2026Q1: 7,459 shares; 2026Q2: 8,146 shares 8,146 $866K 0.05% +687 Timeline IMOS CHIPMOS TECHNOLOGIES INC More: the full row for CHIPMOS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,690 shares; 2026Q2: 13,395 shares 13,395 $861K 0.05% +7,705 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,195 shares; 2024Q4: 18,046 shares; 2025Q1: 18,145 shares; 2025Q2: 16,486 shares; 2025Q3: 17,079 shares; 2025Q4: 10,302 shares; 2026Q1: 7,029 shares; 2026Q2: 7,364 shares 7,364 $859K 0.05% +335 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,613 shares; 2025Q4: 2,210 shares; 2026Q1: 2,964 shares; 2026Q2: 2,946 shares 2,946 $856K 0.05% -18 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,066 shares; 2026Q1: 17,207 shares; 2026Q2: 17,208 shares 17,208 $853K 0.05% +1 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,640 shares; 2024Q4: 29,595 shares; 2025Q1: 28,569 shares; 2025Q2: 72,629 shares; 2025Q3: 80,498 shares; 2025Q4: 87,022 shares; 2026Q1: 79,902 shares; 2026Q2: 63,459 shares 63,459 $852K 0.05% -16,443 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,854 shares; 2025Q1: 5,822 shares; 2025Q2: 7,001 shares; 2025Q3: 8,315 shares; 2025Q4: 11,283 shares; 2026Q1: 13,356 shares; 2026Q2: 15,540 shares 15,540 $842K 0.04% +2,184 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: 2,952 shares; 2026Q1: 5,283 shares; 2026Q2: 3,772 shares 3,772 $833K 0.04% -1,511 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,780 shares; 2024Q4: 13,543 shares; 2025Q1: 12,908 shares; 2025Q2: 10,515 shares; 2025Q3: 10,309 shares; 2025Q4: 9,291 shares; 2026Q1: 8,022 shares; 2026Q2: 7,778 shares 7,778 $832K 0.04% -244 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,803 shares; 2024Q4: 17,036 shares; 2025Q1: 19,093 shares; 2025Q2: 19,073 shares; 2025Q3: 20,177 shares; 2025Q4: 23,440 shares; 2026Q1: 21,129 shares; 2026Q2: 24,526 shares 24,526 $828K 0.04% +3,397 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,398 shares; 2024Q4: 1,502 shares; 2025Q1: 1,541 shares; 2025Q2: 1,537 shares; 2025Q3: 2,209 shares; 2025Q4: 1,422 shares; 2026Q1: 2,524 shares; 2026Q2: 2,822 shares 2,822 $827K 0.04% +298 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,053 shares; 2025Q4: 9,262 shares; 2026Q1: 10,917 shares; 2026Q2: 12,569 shares 12,569 $825K 0.04% +1,652 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,479 shares; 2025Q1: 3,595 shares; 2025Q2: 6,152 shares; 2025Q3: 7,087 shares; 2025Q4: 7,794 shares; 2026Q1: 10,227 shares; 2026Q2: 8,914 shares 8,914 $823K 0.04% -1,313 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 453 shares; 2025Q3: 486 shares; 2025Q4: 821 shares; 2026Q1: 923 shares; 2026Q2: 1,076 shares 1,076 $821K 0.04% +153 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,808 shares; 2025Q2: 6,388 shares; 2025Q3: 6,962 shares; 2025Q4: 3,518 shares; 2026Q1: 6,147 shares; 2026Q2: 6,285 shares 6,285 $815K 0.04% +138 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,428 shares; 2026Q2: 5,000 shares 5,000 $810K 0.04% +1,572 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 730 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 1,136 shares; 2025Q4: 1,020 shares; 2026Q1: 1,176 shares; 2026Q2: 1,100 shares 1,100 $810K 0.04% -76 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,613 shares 3,613 $809K 0.04% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,590 shares; 2025Q2: 10,761 shares; 2025Q3: 19,011 shares; 2025Q4: 19,207 shares; 2026Q1: 24,704 shares; 2026Q2: 34,301 shares 34,301 $809K 0.04% +9,597 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,687 shares; 2026Q2: 4,257 shares 4,257 $807K 0.04% -1,430 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,625 shares; 2024Q4: 13,973 shares; 2025Q1: 21,135 shares; 2025Q2: 20,125 shares; 2025Q3: 34,767 shares; 2025Q4: 43,255 shares; 2026Q1: 49,358 shares; 2026Q2: 84,014 shares 84,014 $805K 0.04% +34,656 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694 shares; 2024Q4: 649 shares; 2025Q1: 854 shares; 2025Q2: 992 shares; 2025Q3: 1,247 shares; 2025Q4: 10,143 shares; 2026Q1: 12,749 shares; 2026Q2: 11,067 shares 11,067 $790K 0.04% -1,682 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,521 shares; 2024Q4: 4,814 shares; 2025Q1: 4,508 shares; 2025Q2: 2,841 shares; 2025Q3: 2,789 shares; 2025Q4: 3,147 shares; 2026Q1: 3,108 shares; 2026Q2: 3,078 shares 3,078 $787K 0.04% -30 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,383 shares; 2025Q4: 11,062 shares; 2026Q1: 13,635 shares; 2026Q2: 16,792 shares 16,792 $787K 0.04% +3,157 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; 2024Q3: 2,551 shares; 2024Q4: 3,114 shares; 2025Q1: 3,555 shares; 2025Q2: 2,309 shares; 2025Q3: 4,202 shares; 2025Q4: 4,295 shares; 2026Q1: 5,272 shares; 2026Q2: 4,897 shares 4,897 $783K 0.04% -375 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,002 shares; 2024Q4: 3,535 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,025 shares; 2026Q1: 2,173 shares; 2026Q2: 2,297 shares 2,297 $777K 0.04% +124 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,087 shares; 2024Q4: 5,360 shares; 2025Q1: 5,695 shares; 2025Q2: 5,708 shares; 2025Q3: 4,778 shares; 2025Q4: 4,817 shares; 2026Q1: 2,577 shares; 2026Q2: 3,190 shares 3,190 $775K 0.04% +613 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,497 shares 3,497 $773K 0.04% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,643 shares; 2024Q4: 5,627 shares; 2025Q1: 5,456 shares; 2025Q2: 6,655 shares; 2025Q3: 6,286 shares; 2025Q4: 9,048 shares; 2026Q1: 9,678 shares; 2026Q2: 6,144 shares 6,144 $765K 0.04% -3,534 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,558 shares; 2024Q4: 4,762 shares; 2025Q1: 4,313 shares; 2025Q2: 5,932 shares; 2025Q3: 6,239 shares; 2025Q4: 6,852 shares; 2026Q1: 7,281 shares; 2026Q2: 7,942 shares 7,942 $764K 0.04% +661 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,568 shares; 2025Q1: 2,024 shares; 2025Q2: 2,136 shares; 2025Q3: 2,196 shares; 2025Q4: 2,772 shares; 2026Q1: 2,844 shares; 2026Q2: 3,144 shares 3,144 $763K 0.04% +300 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,472 shares; 2024Q4: 20,534 shares; 2025Q1: 20,609 shares; 2025Q2: 14,900 shares; 2025Q3: 15,008 shares; 2025Q4: 15,000 shares; 2026Q1: 14,975 shares; 2026Q2: 15,080 shares 15,080 $760K 0.04% +105 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,097 shares; 2026Q2: 6,642 shares 6,642 $755K 0.04% +3,545 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,340 shares; 2024Q4: 2,550 shares; 2025Q1: 2,559 shares; 2025Q2: 2,884 shares; 2025Q3: 2,777 shares; 2025Q4: 3,519 shares; 2026Q1: 7,029 shares; 2026Q2: 7,304 shares 7,304 $746K 0.04% +275 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,867 shares; 2024Q4: 9,702 shares; 2025Q1: 9,111 shares; 2025Q2: 6,310 shares; 2025Q3: 6,211 shares; 2025Q4: 5,401 shares; 2026Q1: 5,236 shares; 2026Q2: 5,236 shares 5,236 $746K 0.04% 0 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; 2024Q3: 37,049 shares; 2024Q4: 35,909 shares; 2025Q1: 24,785 shares; 2025Q2: 33,966 shares; 2025Q3: 39,942 shares; 2025Q4: 35,496 shares; 2026Q1: 40,900 shares; 2026Q2: 46,083 shares 46,083 $745K 0.04% +5,183 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,627 shares; 2025Q1: 3,086 shares; 2025Q2: 3,491 shares; 2025Q3: 4,101 shares; 2025Q4: 4,349 shares; 2026Q1: 4,349 shares; 2026Q2: 4,349 shares 4,349 $741K 0.04% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,581 shares; 2026Q2: 38,708 shares 38,708 $740K 0.04% -2,873 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 803 shares; 2024Q4: 918 shares; 2025Q1: 918 shares; 2025Q2: 935 shares; 2025Q3: 961 shares; 2025Q4: 972 shares; 2026Q1: 1,040 shares; 2026Q2: 1,027 shares 1,027 $739K 0.04% -13 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,815 shares; 2024Q4: 5,246 shares; 2025Q1: 9,743 shares; 2025Q2: 10,242 shares; 2025Q3: 12,864 shares; 2025Q4: 15,271 shares; 2026Q1: 14,641 shares; 2026Q2: 14,081 shares 14,081 $734K 0.04% -560 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,651 shares; 2024Q4: 9,403 shares; 2025Q1: 9,475 shares; 2025Q2: 8,930 shares; 2025Q3: 8,905 shares; 2025Q4: 9,372 shares; 2026Q1: 11,072 shares; 2026Q2: 9,854 shares 9,854 $734K 0.04% -1,218 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,739 shares; 2024Q4: 1,878 shares; 2025Q1: 2,004 shares; 2025Q2: 1,714 shares; 2025Q3: 1,698 shares; 2025Q4: 1,924 shares; 2026Q1: 2,213 shares; 2026Q2: 3,076 shares 3,076 $732K 0.04% +863 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,352 shares; 2024Q4: 6,020 shares; 2025Q1: 6,580 shares; 2025Q2: 6,335 shares; 2025Q3: 6,377 shares; 2025Q4: 6,563 shares; 2026Q1: 6,463 shares; 2026Q2: 6,480 shares 6,480 $726K 0.04% +17 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,283 shares; 2024Q4: 1,791 shares; 2025Q1: 1,886 shares; 2025Q2: 1,745 shares; 2025Q3: 1,844 shares; 2025Q4: 2,627 shares; 2026Q1: 1,934 shares; 2026Q2: 2,134 shares 2,134 $722K 0.04% +200 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,532 shares; 2025Q4: 3,715 shares; 2026Q1: 4,136 shares; 2026Q2: 5,895 shares 5,895 $716K 0.04% +1,759 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,682 shares; 2024Q4: 17,464 shares; 2025Q1: 13,623 shares; 2025Q2: 18,663 shares; 2025Q3: 14,398 shares; 2025Q4: 12,754 shares; 2026Q1: 23,862 shares; 2026Q2: 28,847 shares 28,847 $708K 0.04% +4,985 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,414 shares; 2024Q4: 3,777 shares; 2025Q1: 4,011 shares; 2025Q2: 3,979 shares; 2025Q3: 4,019 shares; 2025Q4: 4,300 shares; 2026Q1: 3,431 shares; 2026Q2: 4,589 shares 4,589 $707K 0.04% +1,158 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,390 shares; 2024Q4: 6,854 shares; 2025Q1: 13,910 shares; 2025Q2: 15,892 shares; 2025Q3: 14,203 shares; 2025Q4: 11,194 shares; 2026Q1: 15,242 shares; 2026Q2: 17,051 shares 17,051 $705K 0.04% +1,809 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,623 shares; 2024Q4: not reported; 2025Q1: 7,990 shares; 2025Q2: 9,108 shares; 2025Q3: 12,261 shares; 2025Q4: 16,807 shares; 2026Q1: 8,298 shares; 2026Q2: 25,907 shares 25,907 $702K 0.04% +17,609 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,234 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,703 shares; 2025Q3: 28,937 shares; 2025Q4: 45,968 shares; 2026Q1: 44,012 shares; 2026Q2: 58,049 shares 58,049 $697K 0.04% +14,037 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,549 shares; 2025Q1: 2,018 shares; 2025Q2: 2,008 shares; 2025Q3: 2,008 shares; 2025Q4: 2,008 shares; 2026Q1: 2,006 shares; 2026Q2: 6,897 shares 6,897 $691K 0.04% +4,891 Timeline BBDO BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,205 shares; 2025Q2: 104,656 shares; 2025Q3: 107,307 shares; 2025Q4: 196,166 shares; 2026Q1: 261,787 shares; 2026Q2: 227,631 shares 227,631 $683K 0.04% -34,156 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,142 shares; 2024Q4: 1,233 shares; 2025Q1: 1,341 shares; 2025Q2: 1,314 shares; 2025Q3: 1,327 shares; 2025Q4: 1,330 shares; 2026Q1: 1,694 shares; 2026Q2: 1,666 shares 1,666 $678K 0.04% -28 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,497 shares; 2024Q4: 1,923 shares; 2025Q1: 1,649 shares; 2025Q2: 1,944 shares; 2025Q3: 2,098 shares; 2025Q4: 2,241 shares; 2026Q1: 2,812 shares; 2026Q2: 3,134 shares 3,134 $678K 0.04% +322 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282 shares; 2024Q4: 1,254 shares; 2025Q1: 1,232 shares; 2025Q2: not reported; 2025Q3: 1,873 shares; 2025Q4: not reported; 2026Q1: 1,671 shares; 2026Q2: 2,247 shares 2,247 $670K 0.04% +576 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,658 shares; 2025Q2: 2,753 shares; 2025Q3: 2,763 shares; 2025Q4: 2,782 shares; 2026Q1: 5,782 shares; 2026Q2: 5,830 shares 5,830 $670K 0.04% +48 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,600 shares; 2024Q4: 5,797 shares; 2025Q1: 6,221 shares; 2025Q2: 3,575 shares; 2025Q3: 3,552 shares; 2025Q4: 3,551 shares; 2026Q1: 3,601 shares; 2026Q2: 4,135 shares 4,135 $669K 0.04% +534 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,256 shares; 2025Q3: 1,586 shares; 2025Q4: 1,873 shares; 2026Q1: 2,195 shares; 2026Q2: 2,435 shares 2,435 $657K 0.03% +240 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,236 shares; 2024Q4: 1,236 shares; 2025Q1: 1,236 shares; 2025Q2: 1,180 shares; 2025Q3: 1,058 shares; 2025Q4: 1,022 shares; 2026Q1: 1,022 shares; 2026Q2: 1,022 shares 1,022 $655K 0.03% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,160 shares; 2024Q4: 12,265 shares; 2025Q1: 12,265 shares; 2025Q2: 12,193 shares; 2025Q3: 12,193 shares; 2025Q4: 12,159 shares; 2026Q1: 12,159 shares; 2026Q2: 12,050 shares 12,050 $654K 0.03% -109 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,253 shares; 2024Q4: 10,140 shares; 2025Q1: 8,701 shares; 2025Q2: 11,376 shares; 2025Q3: 10,311 shares; 2025Q4: 11,144 shares; 2026Q1: 11,381 shares; 2026Q2: 12,181 shares 12,181 $654K 0.03% +800 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,771 shares; 2024Q4: 13,340 shares; 2025Q1: 14,573 shares; 2025Q2: 13,624 shares; 2025Q3: 14,144 shares; 2025Q4: 14,421 shares; 2026Q1: 14,605 shares; 2026Q2: 15,972 shares 15,972 $647K 0.03% +1,367 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,582 shares; 2025Q1: 3,363 shares; 2025Q2: 6,328 shares; 2025Q3: 5,614 shares; 2025Q4: 5,677 shares; 2026Q1: 5,813 shares; 2026Q2: 7,600 shares 7,600 $643K 0.03% +1,787 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,190 shares; 2024Q4: 6,168 shares; 2025Q1: 5,201 shares; 2025Q2: 8,252 shares; 2025Q3: 6,830 shares; 2025Q4: 8,267 shares; 2026Q1: 10,101 shares; 2026Q2: 8,932 shares 8,932 $642K 0.03% -1,169 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,724 shares; 2025Q3: 3,201 shares; 2025Q4: 3,175 shares; 2026Q1: 4,061 shares; 2026Q2: 5,070 shares 5,070 $642K 0.03% +1,009 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,328 shares; 2024Q4: 51,652 shares; 2025Q1: 38,953 shares; 2025Q2: 39,048 shares; 2025Q3: 49,136 shares; 2025Q4: 65,527 shares; 2026Q1: 54,680 shares; 2026Q2: 61,014 shares 61,014 $640K 0.03% +6,334 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,783 shares; 2026Q2: 8,375 shares 8,375 $640K 0.03% +2,592 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,061 shares; 2025Q3: 3,284 shares; 2025Q4: 3,458 shares; 2026Q1: 4,373 shares; 2026Q2: 5,693 shares 5,693 $640K 0.03% +1,320 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,139 shares; 2026Q2: 2,139 shares 2,139 $640K 0.03% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,953 shares; 2026Q1: 9,769 shares; 2026Q2: 10,148 shares 10,148 $638K 0.03% +379 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 2,087 shares; 2026Q2: 2,287 shares 2,287 $637K 0.03% +200 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237 shares; 2024Q4: 254 shares; 2025Q1: 250 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 253 shares; 2026Q1: 233 shares; 2026Q2: 199 shares 199 $636K 0.03% -34 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,808 shares; 2024Q4: 11,808 shares; 2025Q1: 11,808 shares; 2025Q2: 11,808 shares; 2025Q3: 11,808 shares; 2025Q4: 11,808 shares; 2026Q1: 11,808 shares; 2026Q2: 11,722 shares 11,722 $633K 0.03% -86 Timeline EFXT ENERFLEX LTD More: the full row for ENERFLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,063 shares; 2025Q4: 20,165 shares; 2026Q1: 22,587 shares; 2026Q2: 25,786 shares 25,786 $632K 0.03% +3,199 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; 2024Q3: 943 shares; 2024Q4: 990 shares; 2025Q1: 1,026 shares; 2025Q2: 863 shares; 2025Q3: 777 shares; 2025Q4: 770 shares; 2026Q1: 767 shares; 2026Q2: 761 shares 761 $632K 0.03% -6 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,211 shares; 2024Q4: 4,842 shares; 2025Q1: 5,709 shares; 2025Q2: 6,846 shares; 2025Q3: 5,436 shares; 2025Q4: 3,368 shares; 2026Q1: 4,179 shares; 2026Q2: 6,421 shares 6,421 $631K 0.03% +2,242 Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,823 shares; 2025Q1: not reported; 2025Q2: 14,572 shares; 2025Q3: 16,586 shares; 2025Q4: not reported; 2026Q1: 13,061 shares; 2026Q2: 19,415 shares 19,415 $624K 0.03% +6,354 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 767 shares; 2025Q1: 838 shares; 2025Q2: 1,274 shares; 2025Q3: 1,263 shares; 2025Q4: 1,297 shares; 2026Q1: 1,385 shares; 2026Q2: 1,823 shares 1,823 $621K 0.03% +438 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,098 shares; 2026Q1: 6,374 shares; 2026Q2: 5,134 shares 5,134 $621K 0.03% -1,240 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 4,188 shares; 2026Q1: 5,740 shares; 2026Q2: 7,661 shares 7,661 $620K 0.03% +1,921 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,599 shares; 2024Q4: 3,118 shares; 2025Q1: 5,574 shares; 2025Q2: 6,678 shares; 2025Q3: 5,657 shares; 2025Q4: 5,241 shares; 2026Q1: 5,262 shares; 2026Q2: 5,943 shares 5,943 $618K 0.03% +681 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,744 shares; 2026Q2: 4,489 shares 4,489 $614K 0.03% -255 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,123 shares; 2024Q4: 3,168 shares; 2025Q1: 3,193 shares; 2025Q2: 2,959 shares; 2025Q3: 2,867 shares; 2025Q4: 2,501 shares; 2026Q1: 2,671 shares; 2026Q2: 2,802 shares 2,802 $612K 0.03% +131 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,667 shares; 2026Q1: 8,428 shares; 2026Q2: 10,118 shares 10,118 $608K 0.03% +1,690 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,208 shares; 2024Q4: 1,208 shares; 2025Q1: 1,132 shares; 2025Q2: 1,018 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: 921 shares; 2026Q2: 921 shares 921 $604K 0.03% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120,087 shares; 2024Q4: 120,087 shares; 2025Q1: 120,087 shares; 2025Q2: 120,087 shares; 2025Q3: 120,087 shares; 2025Q4: 120,087 shares; 2026Q1: 120,087 shares; 2026Q2: 120,087 shares 120,087 $599K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,142 shares; 2026Q2: 3,143 shares 3,143 $599K 0.03% +1 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,085 shares; 2025Q1: 2,677 shares; 2025Q2: 2,302 shares; 2025Q3: 1,474 shares; 2025Q4: 1,628 shares; 2026Q1: 879 shares; 2026Q2: 1,543 shares 1,543 $597K 0.03% +664 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; 2024Q3: 3,788 shares; 2024Q4: 3,941 shares; 2025Q1: 3,934 shares; 2025Q2: 3,899 shares; 2025Q3: 4,006 shares; 2025Q4: 4,820 shares; 2026Q1: 5,049 shares; 2026Q2: 6,775 shares 6,775 $589K 0.03% +1,726 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,391 shares; 2025Q1: not reported; 2025Q2: 1,768 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,353 shares; 2026Q2: 2,758 shares 2,758 $587K 0.03% +1,405 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 958 shares; 2024Q4: 890 shares; 2025Q1: 1,118 shares; 2025Q2: 1,272 shares; 2025Q3: 1,573 shares; 2025Q4: 1,820 shares; 2026Q1: 3,174 shares; 2026Q2: 3,070 shares 3,070 $585K 0.03% -104 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,160 shares; 2024Q4: 12,152 shares; 2025Q1: 12,072 shares; 2025Q2: 11,670 shares; 2025Q3: 11,606 shares; 2025Q4: 11,566 shares; 2026Q1: 11,549 shares; 2026Q2: 10,445 shares 10,445 $583K 0.03% -1,104 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,903 shares; 2024Q4: 11,906 shares; 2025Q1: 11,906 shares; 2025Q2: 11,906 shares; 2025Q3: 11,906 shares; 2025Q4: 11,872 shares; 2026Q1: 11,872 shares; 2026Q2: 11,768 shares 11,768 $582K 0.03% -104 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,728 shares; 2024Q4: 4,103 shares; 2025Q1: 4,574 shares; 2025Q2: 5,303 shares; 2025Q3: 5,571 shares; 2025Q4: 6,237 shares; 2026Q1: 7,644 shares; 2026Q2: 6,398 shares 6,398 $581K 0.03% -1,246 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,623 shares; 2025Q3: 7,733 shares; 2025Q4: 7,576 shares; 2026Q1: 7,607 shares; 2026Q2: 7,637 shares 7,637 $579K 0.03% +30 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,078 shares; 2025Q3: 2,424 shares; 2025Q4: 2,350 shares; 2026Q1: 2,879 shares; 2026Q2: 3,525 shares 3,525 $579K 0.03% +646 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,146 shares; 2024Q4: 4,265 shares; 2025Q1: 4,586 shares; 2025Q2: 4,764 shares; 2025Q3: 6,175 shares; 2025Q4: 5,085 shares; 2026Q1: 5,295 shares; 2026Q2: 5,969 shares 5,969 $578K 0.03% +674 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,569 shares; 2024Q4: 1,770 shares; 2025Q1: 1,948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,370 shares; 2026Q1: 4,500 shares; 2026Q2: 5,359 shares 5,359 $576K 0.03% +859 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,928 shares 1,928 $574K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,060 shares; 2025Q1: 2,060 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,706 shares; 2026Q2: 4,350 shares 4,350 $572K 0.03% -356 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,053 shares; 2024Q4: not reported; 2025Q1: 7,463 shares; 2025Q2: 6,579 shares; 2025Q3: 7,264 shares; 2025Q4: 7,643 shares; 2026Q1: 9,280 shares; 2026Q2: 10,882 shares 10,882 $570K 0.03% +1,602 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; 2024Q3: 5,487 shares; 2024Q4: 5,487 shares; 2025Q1: 5,487 shares; 2025Q2: 8,608 shares; 2025Q3: 8,420 shares; 2025Q4: 8,420 shares; 2026Q1: 8,322 shares; 2026Q2: 8,117 shares 8,117 $567K 0.03% -205 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,085 shares; 2024Q4: 5,303 shares; 2025Q1: 3,876 shares; 2025Q2: 2,075 shares; 2025Q3: 1,481 shares; 2025Q4: 1,277 shares; 2026Q1: 1,139 shares; 2026Q2: 1,101 shares 1,101 $567K 0.03% -38 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,866 shares; 2025Q4: 2,005 shares; 2026Q1: 2,354 shares; 2026Q2: 3,201 shares 3,201 $566K 0.03% +847 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,382 shares 5,382 $565K 0.03% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,649 shares; 2024Q4: 20,160 shares; 2025Q1: 15,030 shares; 2025Q2: 8,999 shares; 2025Q3: 7,662 shares; 2025Q4: 5,786 shares; 2026Q1: 7,965 shares; 2026Q2: 11,681 shares 11,681 $560K 0.03% +3,716 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,822 shares; 2025Q2: 24,458 shares; 2025Q3: 25,738 shares; 2025Q4: 15,011 shares; 2026Q1: 16,312 shares; 2026Q2: 17,813 shares 17,813 $559K 0.03% +1,501 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,411 shares; 2026Q2: 3,681 shares 3,681 $557K 0.03% +270 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,048 shares; 2024Q4: 3,408 shares; 2025Q1: 3,545 shares; 2025Q2: 3,722 shares; 2025Q3: 3,962 shares; 2025Q4: 4,331 shares; 2026Q1: 5,676 shares; 2026Q2: 6,310 shares 6,310 $553K 0.03% +634 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,663 shares; 2024Q4: 27,608 shares; 2025Q1: 29,313 shares; 2025Q2: 22,502 shares; 2025Q3: 24,473 shares; 2025Q4: 26,041 shares; 2026Q1: 28,513 shares; 2026Q2: 41,745 shares 41,745 $552K 0.03% +13,232 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 825 shares; 2024Q4: 1,005 shares; 2025Q1: 1,261 shares; 2025Q2: 1,426 shares; 2025Q3: 1,673 shares; 2025Q4: 1,863 shares; 2026Q1: 2,522 shares; 2026Q2: 2,039 shares 2,039 $551K 0.03% -483 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,027 shares; 2026Q2: 14,962 shares 14,962 $550K 0.03% +1,935 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,876 shares; 2026Q1: 4,264 shares; 2026Q2: 6,562 shares 6,562 $544K 0.03% +2,298 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,105 shares; 2025Q4: 5,946 shares; 2026Q1: 5,953 shares; 2026Q2: 6,032 shares 6,032 $538K 0.03% +79 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,117 shares; 2026Q1: 14,071 shares; 2026Q2: 15,834 shares 15,834 $538K 0.03% +1,763 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,763 shares 1,763 $534K 0.03% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,887 shares; 2026Q1: 22,684 shares; 2026Q2: 38,313 shares 38,313 $533K 0.03% +15,629 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,718 shares; 2024Q4: 2,786 shares; 2025Q1: 3,499 shares; 2025Q2: 3,050 shares; 2025Q3: 4,122 shares; 2025Q4: 4,563 shares; 2026Q1: 4,677 shares; 2026Q2: 4,652 shares 4,652 $531K 0.03% -25 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,035 shares; 2026Q2: 6,264 shares 6,264 $530K 0.03% +2,229 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 582 shares; 2025Q4: 729 shares; 2026Q1: 992 shares; 2026Q2: 1,313 shares 1,313 $528K 0.03% +321 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares; 2026Q2: 1,457 shares 1,457 $525K 0.03% 0 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,697 shares; 2025Q3: 8,303 shares; 2025Q4: 8,340 shares; 2026Q1: 8,634 shares; 2026Q2: 16,322 shares 16,322 $522K 0.03% +7,688 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,967 shares; 2025Q2: 3,019 shares; 2025Q3: 4,731 shares; 2025Q4: 6,884 shares; 2026Q1: 4,953 shares; 2026Q2: 4,947 shares 4,947 $512K 0.03% -6 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,791 shares; 2026Q2: 3,088 shares 3,088 $509K 0.03% +1,297 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 816 shares; 2025Q2: 1,413 shares; 2025Q3: 1,558 shares; 2025Q4: 1,599 shares; 2026Q1: 1,447 shares; 2026Q2: 1,128 shares 1,128 $509K 0.03% -319 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,818 shares; 2024Q4: 5,238 shares; 2025Q1: 5,062 shares; 2025Q2: 5,075 shares; 2025Q3: 5,845 shares; 2025Q4: 3,255 shares; 2026Q1: not reported; 2026Q2: 4,579 shares 4,579 $503K 0.03% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 860 shares; 2025Q2: 1,466 shares; 2025Q3: 1,558 shares; 2025Q4: 1,258 shares; 2026Q1: 1,499 shares; 2026Q2: 1,981 shares 1,981 $498K 0.03% +482 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,528 shares; 2024Q4: 5,551 shares; 2025Q1: 5,528 shares; 2025Q2: 4,709 shares; 2025Q3: 4,695 shares; 2025Q4: 4,835 shares; 2026Q1: 5,288 shares; 2026Q2: 5,142 shares 5,142 $497K 0.03% -146 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,001 shares; 2025Q4: not reported; 2026Q1: 2,119 shares; 2026Q2: 2,014 shares 2,014 $496K 0.03% -105 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,430 shares; 2024Q4: 2,484 shares; 2025Q1: 2,720 shares; 2025Q2: 2,223 shares; 2025Q3: 1,610 shares; 2025Q4: 1,616 shares; 2026Q1: 1,616 shares; 2026Q2: 2,155 shares 2,155 $494K 0.03% +539 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,365 shares; 2026Q2: 5,718 shares 5,718 $494K 0.03% +2,353 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,311 shares; 2025Q4: 3,155 shares; 2026Q1: 3,495 shares; 2026Q2: 4,008 shares 4,008 $493K 0.03% +513 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,160 shares; 2024Q4: 2,434 shares; 2025Q1: 2,434 shares; 2025Q2: 2,404 shares; 2025Q3: 2,373 shares; 2025Q4: 4,378 shares; 2026Q1: 4,378 shares; 2026Q2: 4,198 shares 4,198 $492K 0.03% -180 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,591 shares; 2025Q4: 3,389 shares; 2026Q1: 3,686 shares; 2026Q2: 3,004 shares 3,004 $489K 0.03% -682 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,218 shares; 2025Q2: 2,579 shares; 2025Q3: 2,846 shares; 2025Q4: 2,669 shares; 2026Q1: 2,705 shares; 2026Q2: 5,021 shares 5,021 $481K 0.03% +2,316 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,111 shares; 2026Q2: 2,113 shares 2,113 $480K 0.03% +2 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 712 shares; 2024Q4: 717 shares; 2025Q1: 721 shares; 2025Q2: 1,227 shares; 2025Q3: 719 shares; 2025Q4: 853 shares; 2026Q1: 775 shares; 2026Q2: 1,044 shares 1,044 $479K 0.03% +269 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,093 shares; 2024Q4: 1,547 shares; 2025Q1: 1,547 shares; 2025Q2: 1,108 shares; 2025Q3: 1,108 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,924 shares 5,924 $477K 0.03% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,242 shares; 2025Q2: 6,816 shares; 2025Q3: 9,947 shares; 2025Q4: 11,228 shares; 2026Q1: 11,975 shares; 2026Q2: 12,808 shares 12,808 $473K 0.03% +833 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,681 shares; 2025Q3: 11,464 shares; 2025Q4: 13,582 shares; 2026Q1: 13,461 shares; 2026Q2: 12,882 shares 12,882 $467K 0.02% -579 Timeline SXTP 60 DEGREES PHARMACEUTICALS I More: the full row for 60 DEGREES PHARMACEUTICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,683 shares; 2026Q2: 265,100 shares 265,100 $467K 0.02% +120,417 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; 2024Q3: 6,124 shares; 2024Q4: 8,104 shares; 2025Q1: 8,338 shares; 2025Q2: 7,034 shares; 2025Q3: 6,548 shares; 2025Q4: 7,025 shares; 2026Q1: 8,362 shares; 2026Q2: 8,399 shares 8,399 $466K 0.02% +37 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; 2024Q3: 5,112 shares; 2024Q4: 10,257 shares; 2025Q1: 10,849 shares; 2025Q2: 11,755 shares; 2025Q3: 11,739 shares; 2025Q4: 11,818 shares; 2026Q1: 11,859 shares; 2026Q2: 12,868 shares 12,868 $465K 0.02% +1,009 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 988 shares; 2024Q4: 1,064 shares; 2025Q1: 1,193 shares; 2025Q2: 2,061 shares; 2025Q3: 1,066 shares; 2025Q4: 1,497 shares; 2026Q1: 2,868 shares; 2026Q2: 2,956 shares 2,956 $463K 0.02% +88 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,468 shares; 2024Q4: 2,541 shares; 2025Q1: 2,889 shares; 2025Q2: 2,608 shares; 2025Q3: 2,569 shares; 2025Q4: 2,635 shares; 2026Q1: 3,283 shares; 2026Q2: 3,523 shares 3,523 $460K 0.02% +240 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,485 shares; 2026Q1: 3,462 shares; 2026Q2: 3,996 shares 3,996 $460K 0.02% +534 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares; 2026Q2: 1,151 shares 1,151 $456K 0.02% 0 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; 2024Q3: not reported; 2024Q4: 1,944 shares; 2025Q1: 2,078 shares; 2025Q2: 2,195 shares; 2025Q3: 2,215 shares; 2025Q4: 2,361 shares; 2026Q1: 2,367 shares; 2026Q2: 2,554 shares 2,554 $456K 0.02% +187 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,609 shares; 2025Q1: not reported; 2025Q2: 2,744 shares; 2025Q3: 3,491 shares; 2025Q4: 3,678 shares; 2026Q1: 5,649 shares; 2026Q2: 6,244 shares 6,244 $451K 0.02% +595 Timeline CYD CHINA YUCHAI INTL LTD More: the full row for CHINA YUCHAI INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,867 shares; 2026Q2: 9,494 shares 9,494 $450K 0.02% +1,627 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43 shares; 2024Q4: 44 shares; 2025Q1: 43 shares; 2025Q2: 39 shares; 2025Q3: 37 shares; 2025Q4: 43 shares; 2026Q1: 42 shares; 2026Q2: 66 shares 66 $450K 0.02% +24 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 9,430 shares; 2025Q1: 9,695 shares; 2025Q2: 9,669 shares; 2025Q3: 10,618 shares; 2025Q4: 6,882 shares; 2026Q1: 2,390 shares; 2026Q2: 3,784 shares 3,784 $445K 0.02% +1,394 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,312 shares; 2025Q1: 4,312 shares; 2025Q2: 4,515 shares; 2025Q3: 4,718 shares; 2025Q4: 4,280 shares; 2026Q1: 8,266 shares; 2026Q2: 8,266 shares 8,266 $443K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 313 shares; 2025Q4: 332 shares; 2026Q1: 425 shares; 2026Q2: 452 shares 452 $442K 0.02% +27 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares; 2026Q2: 2,047 shares 2,047 $436K 0.02% +742 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,365 shares; 2026Q2: 2,365 shares 2,365 $435K 0.02% 0 Timeline JHMM 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,800 shares 5,800 $435K 0.02% new 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; 2024Q3: 815 shares; 2024Q4: 824 shares; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 825 shares; 2026Q1: 826 shares; 2026Q2: 754 shares 754 $432K 0.02% -72 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 582 shares; 2024Q4: 1,023 shares; 2025Q1: 1,100 shares; 2025Q2: 1,122 shares; 2025Q3: 1,200 shares; 2025Q4: 1,101 shares; 2026Q1: 892 shares; 2026Q2: 939 shares 939 $431K 0.02% +47 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,008 shares; 2025Q2: 13,377 shares; 2025Q3: 13,609 shares; 2025Q4: 15,401 shares; 2026Q1: 18,637 shares; 2026Q2: 18,172 shares 18,172 $429K 0.02% -465 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; 2024Q3: not reported; 2024Q4: 11,072 shares; 2025Q1: 20,057 shares; 2025Q2: 30,163 shares; 2025Q3: 31,857 shares; 2025Q4: 34,423 shares; 2026Q1: 22,787 shares; 2026Q2: 21,357 shares 21,357 $428K 0.02% -1,430 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,946 shares; 2024Q4: 15,738 shares; 2025Q1: 15,291 shares; 2025Q2: 17,454 shares; 2025Q3: 17,786 shares; 2025Q4: 18,121 shares; 2026Q1: 12,471 shares; 2026Q2: 19,466 shares 19,466 $427K 0.02% +6,995 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,101 shares; 2026Q1: 3,207 shares; 2026Q2: 3,813 shares 3,813 $426K 0.02% +606 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,072 shares; 2026Q2: 6,706 shares 6,706 $424K 0.02% +2,634 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,349 shares; 2024Q4: 1,469 shares; 2025Q1: 1,725 shares; 2025Q2: 1,680 shares; 2025Q3: 1,848 shares; 2025Q4: 1,578 shares; 2026Q1: 1,958 shares; 2026Q2: 2,521 shares 2,521 $423K 0.02% +563 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,124 shares; 2025Q1: 27,488 shares; 2025Q2: 32,024 shares; 2025Q3: 33,008 shares; 2025Q4: 36,744 shares; 2026Q1: 36,101 shares; 2026Q2: 37,851 shares 37,851 $422K 0.02% +1,750 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,954 shares; 2024Q4: 3,954 shares; 2025Q1: 3,954 shares; 2025Q2: 3,954 shares; 2025Q3: 3,916 shares; 2025Q4: 3,559 shares; 2026Q1: 2,580 shares; 2026Q2: 2,580 shares 2,580 $422K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,062 shares; 2024Q4: 2,110 shares; 2025Q1: 1,953 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207 shares; 2026Q1: 1,237 shares; 2026Q2: 1,878 shares 1,878 $420K 0.02% +641 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,253 shares; 2026Q1: 64,722 shares; 2026Q2: 17,756 shares 17,756 $416K 0.02% -46,966 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,011 shares; 2025Q3: 3,772 shares; 2025Q4: 3,353 shares; 2026Q1: 4,030 shares; 2026Q2: 5,048 shares 5,048 $416K 0.02% +1,018 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,592 shares; 2024Q4: 31,738 shares; 2025Q1: 33,566 shares; 2025Q2: 30,372 shares; 2025Q3: 29,458 shares; 2025Q4: 28,920 shares; 2026Q1: 28,109 shares; 2026Q2: 24,068 shares 24,068 $416K 0.02% -4,041 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,326 shares; 2024Q4: 1,250 shares; 2025Q1: 1,575 shares; 2025Q2: 1,641 shares; 2025Q3: 2,020 shares; 2025Q4: 2,428 shares; 2026Q1: 2,858 shares; 2026Q2: 2,453 shares 2,453 $413K 0.02% -405 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,647 shares; 2026Q1: 5,349 shares; 2026Q2: 6,368 shares 6,368 $412K 0.02% +1,019 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,100 shares; 2024Q4: 1,144 shares; 2025Q1: 977 shares; 2025Q2: 1,126 shares; 2025Q3: not reported; 2025Q4: 1,237 shares; 2026Q1: 2,154 shares; 2026Q2: 2,512 shares 2,512 $411K 0.02% +358 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 876 shares; 2024Q4: 902 shares; 2025Q1: 903 shares; 2025Q2: 1,379 shares; 2025Q3: 749 shares; 2025Q4: 786 shares; 2026Q1: 824 shares; 2026Q2: 1,098 shares 1,098 $410K 0.02% +274 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,097 shares; 2025Q1: 1,227 shares; 2025Q2: 1,214 shares; 2025Q3: 1,290 shares; 2025Q4: 1,347 shares; 2026Q1: 1,273 shares; 2026Q2: 1,647 shares 1,647 $409K 0.02% +374 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,575 shares 6,575 $407K 0.02% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,825 shares; 2024Q4: 2,091 shares; 2025Q1: 2,295 shares; 2025Q2: 3,265 shares; 2025Q3: 2,433 shares; 2025Q4: 2,314 shares; 2026Q1: 1,862 shares; 2026Q2: 1,438 shares 1,438 $407K 0.02% -424 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 851 shares; 2025Q2: 793 shares; 2025Q3: 938 shares; 2025Q4: 943 shares; 2026Q1: 1,241 shares; 2026Q2: 1,291 shares 1,291 $406K 0.02% +50 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 841 shares; 2024Q4: 847 shares; 2025Q1: 982 shares; 2025Q2: 572 shares; 2025Q3: 932 shares; 2025Q4: 1,094 shares; 2026Q1: 1,188 shares; 2026Q2: 808 shares 808 $405K 0.02% -380 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,600 shares; 2025Q3: 5,928 shares; 2025Q4: 8,096 shares; 2026Q1: 8,108 shares; 2026Q2: 9,505 shares 9,505 $405K 0.02% +1,397 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 589 shares; 2024Q4: 581 shares; 2025Q1: 664 shares; 2025Q2: 642 shares; 2025Q3: 1,065 shares; 2025Q4: 1,095 shares; 2026Q1: 833 shares; 2026Q2: 892 shares 892 $404K 0.02% +59 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares; 2026Q2: 981 shares 981 $402K 0.02% +6 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 3,990 shares; 2025Q1: 3,861 shares; 2025Q2: 3,447 shares; 2025Q3: 4,704 shares; 2025Q4: 4,005 shares; 2026Q1: 4,296 shares; 2026Q2: 4,927 shares 4,927 $401K 0.02% +631 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,952 shares; 2026Q1: 6,808 shares; 2026Q2: 5,137 shares 5,137 $399K 0.02% -1,671 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,318 shares; 2025Q4: 3,298 shares; 2026Q1: 3,579 shares; 2026Q2: 4,536 shares 4,536 $394K 0.02% +957 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,797 shares; 2024Q4: 2,797 shares; 2025Q1: 2,797 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,797 shares; 2026Q1: 2,797 shares; 2026Q2: 2,797 shares 2,797 $392K 0.02% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,298 shares; 2026Q1: 3,715 shares; 2026Q2: 4,187 shares 4,187 $391K 0.02% +472 Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,752 shares; 2025Q4: 5,295 shares; 2026Q1: 5,144 shares; 2026Q2: 4,837 shares 4,837 $389K 0.02% -307 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; 2024Q3: 1,101 shares; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 1,361 shares; 2025Q3: 1,459 shares; 2025Q4: 792 shares; 2026Q1: not reported; 2026Q2: 1,411 shares 1,411 $389K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,141 shares; 2024Q4: 8,141 shares; 2025Q1: 8,141 shares; 2025Q2: 8,141 shares; 2025Q3: 8,526 shares; 2025Q4: 8,539 shares; 2026Q1: 8,539 shares; 2026Q2: 8,539 shares 8,539 $389K 0.02% 0 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,268 shares; 2025Q4: 5,460 shares; 2026Q1: 4,847 shares; 2026Q2: 5,610 shares 5,610 $385K 0.02% +763 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,652 shares; 2026Q1: 4,761 shares; 2026Q2: 5,793 shares 5,793 $384K 0.02% +1,032 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,570 shares; 2025Q4: 9,314 shares; 2026Q1: 6,857 shares; 2026Q2: 7,703 shares 7,703 $384K 0.02% +846 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 549 shares; 2025Q3: not reported; 2025Q4: 374 shares; 2026Q1: 387 shares; 2026Q2: 479 shares 479 $381K 0.02% +92 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,464 shares; 2026Q1: 3,775 shares; 2026Q2: 5,301 shares 5,301 $380K 0.02% +1,526 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 877 shares; 2026Q1: not reported; 2026Q2: 942 shares 942 $374K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,363 shares; 2025Q2: 8,356 shares; 2025Q3: 8,235 shares; 2025Q4: 6,651 shares; 2026Q1: 7,976 shares; 2026Q2: 8,036 shares 8,036 $374K 0.02% +60 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; 2024Q3: 2,790 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,733 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,074 shares; 2026Q2: 5,091 shares 5,091 $373K 0.02% +1,017 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 710 shares; 2024Q4: 712 shares; 2025Q1: 733 shares; 2025Q2: 713 shares; 2025Q3: 923 shares; 2025Q4: 996 shares; 2026Q1: 917 shares; 2026Q2: 1,280 shares 1,280 $373K 0.02% +363 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,081 shares; 2026Q1: 1,246 shares; 2026Q2: 1,386 shares 1,386 $373K 0.02% +140 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,134 shares; 2025Q3: 14,761 shares; 2025Q4: 15,767 shares; 2026Q1: 16,554 shares; 2026Q2: 17,396 shares 17,396 $373K 0.02% +842 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165 shares; 2026Q2: 188 shares 188 $373K 0.02% +23 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,091 shares; 2024Q4: 40,696 shares; 2025Q1: 41,258 shares; 2025Q2: 36,405 shares; 2025Q3: 36,405 shares; 2025Q4: 37,305 shares; 2026Q1: 34,125 shares; 2026Q2: 35,421 shares 35,421 $372K 0.02% +1,296 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,191 shares; 2024Q4: 12,302 shares; 2025Q1: 12,031 shares; 2025Q2: 10,740 shares; 2025Q3: 10,500 shares; 2025Q4: 14,532 shares; 2026Q1: 14,299 shares; 2026Q2: 9,672 shares 9,672 $371K 0.02% -4,627 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,884 shares; 2025Q2: 4,862 shares; 2025Q3: 7,331 shares; 2025Q4: 8,531 shares; 2026Q1: 11,521 shares; 2026Q2: 8,992 shares 8,992 $368K 0.02% -2,529 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,893 shares; 2026Q2: 4,224 shares 4,224 $366K 0.02% +331 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,665 shares; 2025Q3: 7,665 shares; 2025Q4: 7,775 shares; 2026Q1: 7,829 shares; 2026Q2: 7,910 shares 7,910 $365K 0.02% +81 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,301 shares; 2025Q2: 3,462 shares; 2025Q3: 5,075 shares; 2025Q4: 4,720 shares; 2026Q1: 3,524 shares; 2026Q2: 4,083 shares 4,083 $363K 0.02% +559 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,690 shares; 2026Q2: 16,013 shares 16,013 $362K 0.02% +6,323 Timeline GSL GLOBAL SHIP LEASE INC More: the full row for GLOBAL SHIP LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,846 shares; 2025Q4: 7,892 shares; 2026Q1: 7,892 shares; 2026Q2: 9,623 shares 9,623 $362K 0.02% +1,731 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,144 shares; 2026Q1: 1,349 shares; 2026Q2: 1,584 shares 1,584 $360K 0.02% +235 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,604 shares 1,604 $357K 0.02% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,580 shares; 2026Q2: 3,469 shares 3,469 $355K 0.02% -111 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,035 shares; 2024Q4: 10,769 shares; 2025Q1: 14,950 shares; 2025Q2: 20,627 shares; 2025Q3: 14,659 shares; 2025Q4: 7,970 shares; 2026Q1: 3,557 shares; 2026Q2: 6,040 shares 6,040 $349K 0.02% +2,483 Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,180 shares; 2025Q2: 6,524 shares; 2025Q3: 6,790 shares; 2025Q4: 6,527 shares; 2026Q1: 6,250 shares; 2026Q2: 5,294 shares 5,294 $349K 0.02% -956 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,704 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 4,417 shares; 2025Q3: 4,104 shares; 2025Q4: 3,887 shares; 2026Q1: 3,887 shares; 2026Q2: 3,358 shares 3,358 $349K 0.02% -529 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,769 shares 1,769 $349K 0.02% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 258 shares; 2024Q4: 316 shares; 2025Q1: 371 shares; 2025Q2: 369 shares; 2025Q3: 435 shares; 2025Q4: 2,552 shares; 2026Q1: 3,834 shares; 2026Q2: 3,486 shares 3,486 $346K 0.02% -348 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,112 shares; 2026Q2: 5,949 shares 5,949 $341K 0.02% +2,837 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,274 shares; 2026Q2: 11,301 shares 11,301 $341K 0.02% +3,027 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; 2024Q3: 591 shares; 2024Q4: 600 shares; 2025Q1: 576 shares; 2025Q2: 434 shares; 2025Q3: 430 shares; 2025Q4: 404 shares; 2026Q1: 403 shares; 2026Q2: 285 shares 285 $341K 0.02% -118 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,254 shares; 2024Q4: not reported; 2025Q1: 3,423 shares; 2025Q2: 3,395 shares; 2025Q3: 3,392 shares; 2025Q4: 3,361 shares; 2026Q1: 4,626 shares; 2026Q2: 4,061 shares 4,061 $340K 0.02% -565 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,126 shares 1,126 $340K 0.02% new Timeline ARGX ARGENX SE More: the full row for ARGENX SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366 shares 366 $340K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 809 shares; 2025Q1: 875 shares; 2025Q2: 860 shares; 2025Q3: 897 shares; 2025Q4: 1,062 shares; 2026Q1: 1,625 shares; 2026Q2: 1,078 shares 1,078 $340K 0.02% -547 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; 2024Q3: not reported; 2024Q4: 1,141 shares; 2025Q1: 1,320 shares; 2025Q2: 1,837 shares; 2025Q3: 1,257 shares; 2025Q4: 1,205 shares; 2026Q1: 1,376 shares; 2026Q2: 1,408 shares 1,408 $337K 0.02% +32 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,315 shares; 2024Q4: 6,472 shares; 2025Q1: 6,472 shares; 2025Q2: 6,433 shares; 2025Q3: 6,433 shares; 2025Q4: 6,433 shares; 2026Q1: 6,433 shares; 2026Q2: 6,433 shares 6,433 $335K 0.02% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,701 shares; 2024Q4: 4,439 shares; 2025Q1: 3,256 shares; 2025Q2: 7,998 shares; 2025Q3: 8,348 shares; 2025Q4: 8,380 shares; 2026Q1: 8,056 shares; 2026Q2: 3,222 shares 3,222 $332K 0.02% -4,834 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,302 shares; 2024Q4: 7,176 shares; 2025Q1: 7,176 shares; 2025Q2: 7,101 shares; 2025Q3: 7,076 shares; 2025Q4: 7,007 shares; 2026Q1: 6,972 shares; 2026Q2: 6,972 shares 6,972 $330K 0.02% 0 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,650 shares; 2026Q2: 4,766 shares 4,766 $330K 0.02% -2,884 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,066 shares; 2026Q2: 3,066 shares 3,066 $330K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 506 shares; 2026Q2: 647 shares 647 $330K 0.02% +141 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,427 shares; 2024Q4: 9,447 shares; 2025Q1: 8,533 shares; 2025Q2: 8,449 shares; 2025Q3: 1,550 shares; 2025Q4: 1,582 shares; 2026Q1: 1,080 shares; 2026Q2: 989 shares 989 $328K 0.02% -91 Timeline