IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,265 shares; 2024Q4: 101,488 shares; 2025Q1: 105,146 shares; 2025Q2: 82,796 shares; 2025Q3: 79,246 shares; 2025Q4: 79,489 shares; 2026Q1: 80,826 shares; 2026Q2: 89,755 shares 89,755 $67.2M 6.57% +8,929 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: 42,807 shares; 2024Q4: 42,401 shares; 2025Q1: 39,147 shares; 2025Q2: 38,995 shares; 2025Q3: 38,995 shares; 2025Q4: 38,914 shares; 2026Q1: 36,809 shares; 2026Q2: 294,221 shares 294,221 $35.2M 3.44% +257,412 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 108,039 shares; 2025Q3: 293,930 shares; 2025Q4: 299,221 shares; 2026Q1: 287,913 shares; 2026Q2: 285,652 shares 285,652 $29.5M 2.88% -2,261 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: 98,882 shares; 2024Q4: 99,855 shares; 2025Q1: 93,290 shares; 2025Q2: 98,123 shares; 2025Q3: 100,395 shares; 2025Q4: 106,457 shares; 2026Q1: 122,955 shares; 2026Q2: 136,521 shares 136,521 $27.3M 2.67% +13,566 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: 77,855 shares; 2024Q4: 77,807 shares; 2025Q1: 75,543 shares; 2025Q2: 72,915 shares; 2025Q3: 75,631 shares; 2025Q4: 76,884 shares; 2026Q1: 84,275 shares; 2026Q2: 92,210 shares 92,210 $26.7M 2.61% +7,935 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 119,755 shares; 2025Q3: 163,820 shares; 2025Q4: 180,582 shares; 2026Q1: 488,803 shares; 2026Q2: 474,423 shares 474,423 $19.5M 1.91% -14,380 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: 42,847 shares; 2024Q4: 42,829 shares; 2025Q1: 41,982 shares; 2025Q2: 43,151 shares; 2025Q3: 43,001 shares; 2025Q4: 44,549 shares; 2026Q1: 46,839 shares; 2026Q2: 49,298 shares 49,298 $18.4M 1.8% +2,459 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: 56,839 shares; 2024Q4: 60,244 shares; 2025Q1: 61,232 shares; 2025Q2: 68,218 shares; 2025Q3: 62,557 shares; 2025Q4: 74,241 shares; 2026Q1: 136,864 shares; 2026Q2: 156,396 shares 156,396 $16.8M 1.64% +19,532 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,446 shares; 2024Q4: 129,448 shares; 2025Q1: 151,255 shares; 2025Q2: 130,769 shares; 2025Q3: 112,945 shares; 2025Q4: 114,708 shares; 2026Q1: 113,101 shares; 2026Q2: 112,356 shares 112,356 $15.5M 1.51% -745 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,683 shares; 2024Q4: 46,806 shares; 2025Q1: 54,555 shares; 2025Q2: 56,671 shares; 2025Q3: 61,981 shares; 2025Q4: 62,792 shares; 2026Q1: 42,455 shares; 2026Q2: 42,205 shares 42,205 $15.4M 1.51% -250 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 102,780 shares; 2024Q4: 255,798 shares; 2025Q1: 134,587 shares; 2025Q2: 81,172 shares; 2025Q3: 140,637 shares; 2025Q4: 164,309 shares; 2026Q1: 211,979 shares; 2026Q2: 304,210 shares 304,210 $15.3M 1.5% +92,231 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: 107,904 shares; 2024Q4: 108,864 shares; 2025Q1: 128,199 shares; 2025Q2: 117,722 shares; 2025Q3: 100,199 shares; 2025Q4: 90,974 shares; 2026Q1: 90,452 shares; 2026Q2: 63,818 shares 63,818 $14M 1.37% -26,634 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: 264,233 shares; 2024Q4: 259,473 shares; 2025Q1: 263,777 shares; 2025Q2: 305,810 shares; 2025Q3: 245,236 shares; 2025Q4: 238,679 shares; 2026Q1: 233,006 shares; 2026Q2: 168,799 shares 168,799 $12.9M 1.26% -64,207 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: 29,552 shares; 2024Q4: 31,212 shares; 2025Q1: 32,452 shares; 2025Q2: 32,924 shares; 2025Q3: 34,391 shares; 2025Q4: 37,152 shares; 2026Q1: 46,352 shares; 2026Q2: 52,348 shares 52,348 $12.5M 1.22% +5,996 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: 42,605 shares; 2024Q4: 42,160 shares; 2025Q1: 32,477 shares; 2025Q2: 32,509 shares; 2025Q3: 29,755 shares; 2025Q4: 30,040 shares; 2026Q1: 31,320 shares; 2026Q2: 31,765 shares 31,765 $12M 1.17% +445 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: 8,365 shares; 2024Q4: 8,484 shares; 2025Q1: 8,287 shares; 2025Q2: 8,152 shares; 2025Q3: 7,533 shares; 2025Q4: 6,654 shares; 2026Q1: 4,792 shares; 2026Q2: 39,305 shares 39,305 $11.9M 1.16% +34,513 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,897 shares; 2025Q3: 261,097 shares; 2025Q4: 240,094 shares; 2026Q1: 242,269 shares; 2026Q2: 242,985 shares 242,985 $11.1M 1.08% +716 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,146 shares; 2024Q4: 7,725 shares; 2025Q1: 7,729 shares; 2025Q2: 6,356 shares; 2025Q3: 6,129 shares; 2025Q4: 6,303 shares; 2026Q1: 6,552 shares; 2026Q2: 8,672 shares 8,672 $10.4M 1.02% +2,120 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: 39,749 shares; 2024Q4: 41,055 shares; 2025Q1: 80,408 shares; 2025Q2: 132,687 shares; 2025Q3: 126,174 shares; 2025Q4: 176,629 shares; 2026Q1: 168,454 shares; 2026Q2: 124,962 shares 124,962 $10.4M 1.01% -43,492 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166,830 shares; 2024Q4: 169,024 shares; 2025Q1: 206,264 shares; 2025Q2: 175,031 shares; 2025Q3: 172,849 shares; 2025Q4: 179,794 shares; 2026Q1: 151,032 shares; 2026Q2: 151,161 shares 151,161 $10.3M 1% +129 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: 112,649 shares; 2024Q4: 133,457 shares; 2025Q1: 172,830 shares; 2025Q2: 197,865 shares; 2025Q3: 162,638 shares; 2025Q4: 174,587 shares; 2026Q1: 142,769 shares; 2026Q2: 99,153 shares 99,153 $9.93M 0.97% -43,616 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: 130,430 shares; 2024Q4: 138,248 shares; 2025Q1: 110,801 shares; 2025Q2: 96,649 shares; 2025Q3: 69,357 shares; 2025Q4: 60,619 shares; 2026Q1: 91,069 shares; 2026Q2: 78,081 shares 78,081 $9.71M 0.95% -12,988 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: 191,301 shares; 2024Q4: 196,478 shares; 2025Q1: 207,169 shares; 2025Q2: 201,847 shares; 2025Q3: 202,960 shares; 2025Q4: 202,480 shares; 2026Q1: 189,547 shares; 2026Q2: 188,601 shares 188,601 $9.54M 0.93% -946 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,645 shares; 2024Q4: 76,453 shares; 2025Q1: 76,084 shares; 2025Q2: 76,284 shares; 2025Q3: 75,997 shares; 2025Q4: 74,699 shares; 2026Q1: 73,206 shares; 2026Q2: 58,228 shares 58,228 $9.53M 0.93% -14,978 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,436 shares; 2024Q4: 59,490 shares; 2025Q1: 63,149 shares; 2025Q2: 57,143 shares; 2025Q3: 43,422 shares; 2025Q4: 42,363 shares; 2026Q1: 39,071 shares; 2026Q2: 37,163 shares 37,163 $9.37M 0.92% -1,908 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: 28,924 shares; 2024Q4: 29,690 shares; 2025Q1: 47,328 shares; 2025Q2: 48,595 shares; 2025Q3: 41,823 shares; 2025Q4: 53,431 shares; 2026Q1: 49,609 shares; 2026Q2: 41,213 shares 41,213 $9.36M 0.91% -8,396 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,170 shares; 2025Q3: 63,086 shares; 2025Q4: 62,948 shares; 2026Q1: 68,586 shares; 2026Q2: 64,180 shares 64,180 $9.11M 0.89% -4,406 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: 12,043 shares; 2024Q4: 12,750 shares; 2025Q1: 12,664 shares; 2025Q2: 14,225 shares; 2025Q3: not reported; 2025Q4: 17,005 shares; 2026Q1: 21,404 shares; 2026Q2: 24,978 shares 24,978 $8.93M 0.87% +3,574 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,298 shares; 2024Q4: 17,112 shares; 2025Q1: 28,238 shares; 2025Q2: 55,415 shares; 2025Q3: 76,709 shares; 2025Q4: 75,279 shares; 2026Q1: 168,742 shares; 2026Q2: 175,357 shares 175,357 $8.03M 0.78% +6,615 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,313 shares; 2024Q4: 13,960 shares; 2025Q1: 16,762 shares; 2025Q2: 8,323 shares; 2025Q3: 13,876 shares; 2025Q4: 16,641 shares; 2026Q1: 73,320 shares; 2026Q2: 81,550 shares 81,550 $7.71M 0.75% +8,230 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,255 shares; 2024Q4: 61,974 shares; 2025Q1: 56,090 shares; 2025Q2: 54,223 shares; 2025Q3: 51,063 shares; 2025Q4: 50,103 shares; 2026Q1: 48,663 shares; 2026Q2: 47,412 shares 47,412 $7.52M 0.73% -1,251 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: 8,682 shares; 2024Q4: 9,173 shares; 2025Q1: 8,935 shares; 2025Q2: 10,184 shares; 2025Q3: 25,034 shares; 2025Q4: 11,156 shares; 2026Q1: 17,781 shares; 2026Q2: 20,954 shares 20,954 $7.4M 0.72% +3,173 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: 35,922 shares; 2025Q2: 60,255 shares; 2025Q3: 57,010 shares; 2025Q4: 51,014 shares; 2026Q1: 43,119 shares; 2026Q2: 40,821 shares 40,821 $7.21M 0.7% -2,298 Timeline DFAE 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: 63,612 shares; 2024Q4: 63,612 shares; 2025Q1: 64,212 shares; 2025Q2: 64,212 shares; 2025Q3: 64,212 shares; 2025Q4: 67,548 shares; 2026Q1: 181,208 shares; 2026Q2: 176,598 shares 176,598 $7.1M 0.69% -4,610 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: 101,101 shares; 2024Q4: 93,638 shares; 2025Q1: 137,806 shares; 2025Q2: 37,322 shares; 2025Q3: 40,927 shares; 2025Q4: 42,625 shares; 2026Q1: 152,297 shares; 2026Q2: 150,425 shares 150,425 $6.94M 0.68% -1,872 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,010 shares; 2025Q3: 96,068 shares; 2025Q4: 128,671 shares; 2026Q1: 150,554 shares; 2026Q2: 130,289 shares 130,289 $6.87M 0.67% -20,265 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: 25,549 shares; 2024Q4: 25,358 shares; 2025Q1: 25,127 shares; 2025Q2: 29,374 shares; 2025Q3: 29,393 shares; 2025Q4: 27,809 shares; 2026Q1: 20,876 shares; 2026Q2: 22,864 shares 22,864 $6.82M 0.67% +1,988 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: 36,824 shares; 2024Q4: 36,675 shares; 2025Q1: 36,521 shares; 2025Q2: 36,115 shares; 2025Q3: 35,917 shares; 2025Q4: 35,549 shares; 2026Q1: 34,314 shares; 2026Q2: 33,963 shares 33,963 $6.44M 0.63% -351 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: 171,911 shares; 2024Q4: 172,009 shares; 2025Q1: 162,631 shares; 2025Q2: 162,903 shares; 2025Q3: 147,785 shares; 2025Q4: 145,193 shares; 2026Q1: 145,191 shares; 2026Q2: 145,191 shares 145,191 $6.07M 0.59% 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: 321,456 shares; 2024Q4: 321,711 shares; 2025Q1: 315,189 shares; 2025Q2: 318,511 shares; 2025Q3: 319,705 shares; 2025Q4: 317,678 shares; 2026Q1: 315,299 shares; 2026Q2: 314,060 shares 314,060 $6M 0.59% -1,239 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: 33,340 shares; 2024Q4: 32,987 shares; 2025Q1: 30,601 shares; 2025Q2: 29,683 shares; 2025Q3: 29,113 shares; 2025Q4: 57,122 shares; 2026Q1: 48,359 shares; 2026Q2: 48,280 shares 48,280 $5.66M 0.55% -79 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: 5,900 shares; 2024Q4: 5,848 shares; 2025Q1: 6,130 shares; 2025Q2: 6,364 shares; 2025Q3: 6,647 shares; 2025Q4: 7,020 shares; 2026Q1: 8,735 shares; 2026Q2: 9,981 shares 9,981 $5.62M 0.55% +1,246 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 366,797 shares; 2024Q4: 367,036 shares; 2025Q1: 363,870 shares; 2025Q2: 363,870 shares; 2025Q3: 363,870 shares; 2025Q4: 359,994 shares; 2026Q1: 351,976 shares; 2026Q2: 351,976 shares 351,976 $5.61M 0.55% 0 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: 25,149 shares; 2024Q4: 25,008 shares; 2025Q1: 25,156 shares; 2025Q2: 24,608 shares; 2025Q3: 24,551 shares; 2025Q4: 23,928 shares; 2026Q1: 20,604 shares; 2026Q2: 22,005 shares 22,005 $5.54M 0.54% +1,401 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: 23,876 shares; 2024Q4: 24,010 shares; 2025Q1: 14,959 shares; 2025Q2: 14,926 shares; 2025Q3: 14,459 shares; 2025Q4: 14,206 shares; 2026Q1: 12,868 shares; 2026Q2: 13,415 shares 13,415 $5.33M 0.52% +547 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,181 shares; 2025Q3: 15,236 shares; 2025Q4: 14,769 shares; 2026Q1: 12,019 shares; 2026Q2: 12,469 shares 12,469 $5.31M 0.52% +450 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: 4,995 shares; 2024Q4: 5,742 shares; 2025Q1: 6,202 shares; 2025Q2: 6,567 shares; 2025Q3: 6,566 shares; 2025Q4: 6,632 shares; 2026Q1: 6,962 shares; 2026Q2: 6,921 shares 6,921 $5.17M 0.51% -41 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: 17,944 shares; 2024Q4: 17,933 shares; 2025Q1: 17,905 shares; 2025Q2: 18,246 shares; 2025Q3: 18,292 shares; 2025Q4: 13,641 shares; 2026Q1: 13,991 shares; 2026Q2: 14,606 shares 14,606 $5.01M 0.49% +615 Timeline LMUB 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: 72,825 shares; 2026Q2: 97,034 shares 97,034 $4.97M 0.49% +24,209 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: 6,999 shares; 2024Q4: 7,277 shares; 2025Q1: 7,159 shares; 2025Q2: 7,707 shares; 2025Q3: 7,737 shares; 2025Q4: 7,808 shares; 2026Q1: 7,123 shares; 2026Q2: 7,126 shares 7,126 $4.89M 0.48% +3 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: 9,221 shares; 2024Q4: 9,042 shares; 2025Q1: 8,695 shares; 2025Q2: 3,097 shares; 2025Q3: 2,948 shares; 2025Q4: 3,939 shares; 2026Q1: 2,542 shares; 2026Q2: 11,754 shares 11,754 $4.89M 0.48% +9,212 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: 2,889 shares; 2024Q4: 2,938 shares; 2025Q1: 3,874 shares; 2025Q2: 5,507 shares; 2025Q3: 5,901 shares; 2025Q4: 6,221 shares; 2026Q1: 10,190 shares; 2026Q2: 11,601 shares 11,601 $4.88M 0.48% +1,411 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,086 shares; 2024Q4: 35,086 shares; 2025Q1: 34,906 shares; 2025Q2: 34,906 shares; 2025Q3: 36,491 shares; 2025Q4: 36,491 shares; 2026Q1: 31,180 shares; 2026Q2: 31,112 shares 31,112 $4.86M 0.48% -68 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,982 shares; 2025Q3: 39,284 shares; 2025Q4: 42,331 shares; 2026Q1: 106,974 shares; 2026Q2: 103,994 shares 103,994 $4.77M 0.47% -2,980 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: 19,279 shares; 2024Q4: 19,279 shares; 2025Q1: 19,214 shares; 2025Q2: 17,964 shares; 2025Q3: 17,964 shares; 2025Q4: 17,729 shares; 2026Q1: 13,245 shares; 2026Q2: 13,245 shares 13,245 $4.77M 0.47% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,815 shares; 2026Q1: 22,992 shares; 2026Q2: 27,079 shares 27,079 $4.59M 0.45% +4,087 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: 27,393 shares; 2024Q4: 27,113 shares; 2025Q1: 26,827 shares; 2025Q2: 26,752 shares; 2025Q3: 25,094 shares; 2025Q4: 24,557 shares; 2026Q1: 20,999 shares; 2026Q2: 20,611 shares 20,611 $4.54M 0.44% -388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,865 shares; 2025Q3: 94,071 shares; 2025Q4: 93,093 shares; 2026Q1: 87,112 shares; 2026Q2: 86,781 shares 86,781 $4.51M 0.44% -331 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,301 shares; 2026Q1: 39,372 shares; 2026Q2: 59,573 shares 59,573 $4.43M 0.43% +20,201 Timeline GOVT 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: 9,503 shares; 2025Q2: not reported; 2025Q3: 10,750 shares; 2025Q4: 10,043 shares; 2026Q1: 141,240 shares; 2026Q2: 188,239 shares 188,239 $4.29M 0.42% +46,999 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: 16,056 shares; 2024Q4: 18,814 shares; 2025Q1: 18,644 shares; 2025Q2: 18,606 shares; 2025Q3: 18,284 shares; 2025Q4: 18,227 shares; 2026Q1: 18,584 shares; 2026Q2: 18,993 shares 18,993 $4.23M 0.41% +409 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: not reported; 2024Q4: 11,101 shares; 2025Q1: 13,769 shares; 2025Q2: 11,679 shares; 2025Q3: 9,954 shares; 2025Q4: 17,477 shares; 2026Q1: 20,032 shares; 2026Q2: 12,070 shares 12,070 $4.14M 0.4% -7,962 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: 35,288 shares; 2024Q4: 35,096 shares; 2025Q1: 35,455 shares; 2025Q2: 35,007 shares; 2025Q3: 35,671 shares; 2025Q4: 34,394 shares; 2026Q1: 28,036 shares; 2026Q2: 28,691 shares 28,691 $4.11M 0.4% +655 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,871 shares; 2026Q1: 2,713 shares; 2026Q2: 3,528 shares 3,528 $4.07M 0.4% +815 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: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: not reported; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,570 shares; 2026Q1: 4,151 shares; 2026Q2: 8,220 shares 8,220 $3.93M 0.38% +4,069 Timeline GGUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,899 shares; 2025Q3: 48,051 shares; 2025Q4: 47,911 shares; 2026Q1: 55,203 shares; 2026Q2: 55,980 shares 55,980 $3.82M 0.37% +777 Timeline EMLC 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: 87,630 shares; 2024Q4: 87,630 shares; 2025Q1: 87,630 shares; 2025Q2: 87,630 shares; 2025Q3: 81,675 shares; 2025Q4: 81,675 shares; 2026Q1: 81,675 shares; 2026Q2: 147,713 shares 147,713 $3.78M 0.37% +66,038 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: 7,644 shares; 2024Q4: 8,067 shares; 2025Q1: 8,274 shares; 2025Q2: 8,213 shares; 2025Q3: 8,214 shares; 2025Q4: 8,205 shares; 2026Q1: 7,323 shares; 2026Q2: 43,827 shares 43,827 $3.78M 0.37% +36,504 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: 7,671 shares; 2024Q4: 7,653 shares; 2025Q1: 7,225 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,782 shares; 2026Q1: 5,126 shares; 2026Q2: 5,125 shares 5,125 $3.77M 0.37% -1 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: 11,195 shares; 2024Q4: 11,150 shares; 2025Q1: 11,039 shares; 2025Q2: 11,076 shares; 2025Q3: 11,045 shares; 2025Q4: 7,800 shares; 2026Q1: 7,051 shares; 2026Q2: 7,318 shares 7,318 $3.76M 0.37% +267 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,025 shares; 2024Q4: 11,146 shares; 2025Q1: 38,159 shares; 2025Q2: 31,290 shares; 2025Q3: 40,881 shares; 2025Q4: 43,540 shares; 2026Q1: 52,403 shares; 2026Q2: 48,944 shares 48,944 $3.7M 0.36% -3,459 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: 56,905 shares; 2024Q4: 56,950 shares; 2025Q1: 30,221 shares; 2025Q2: 30,043 shares; 2025Q3: 29,613 shares; 2025Q4: 26,384 shares; 2026Q1: 31,081 shares; 2026Q2: 28,212 shares 28,212 $3.65M 0.36% -2,869 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,604 shares; 2024Q4: 59,372 shares; 2025Q1: 54,576 shares; 2025Q2: 53,721 shares; 2025Q3: 52,072 shares; 2025Q4: 51,677 shares; 2026Q1: 53,039 shares; 2026Q2: 49,184 shares 49,184 $3.6M 0.35% -3,855 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,649 shares; 2024Q4: 62,622 shares; 2025Q1: 56,998 shares; 2025Q2: 56,100 shares; 2025Q3: 55,129 shares; 2025Q4: 53,723 shares; 2026Q1: 48,827 shares; 2026Q2: 48,722 shares 48,722 $3.55M 0.35% -105 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,636 shares; 2025Q2: 42,507 shares; 2025Q3: 41,596 shares; 2025Q4: 39,823 shares; 2026Q1: 28,871 shares; 2026Q2: 30,280 shares 30,280 $3.54M 0.35% +1,409 Timeline GSID GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,244 shares; 2026Q2: 46,780 shares 46,780 $3.52M 0.34% +536 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: 24,177 shares; 2024Q4: 24,878 shares; 2025Q1: 24,395 shares; 2025Q2: 25,727 shares; 2025Q3: 26,467 shares; 2025Q4: 26,736 shares; 2026Q1: 28,339 shares; 2026Q2: 30,702 shares 30,702 $3.48M 0.34% +2,363 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: 71,920 shares; 2024Q4: 33,440 shares; 2025Q1: 28,992 shares; 2025Q2: 28,694 shares; 2025Q3: 26,864 shares; 2025Q4: 27,179 shares; 2026Q1: 22,968 shares; 2026Q2: 22,968 shares 22,968 $3.41M 0.33% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,412 shares; 2024Q4: 4,582 shares; 2025Q1: 4,826 shares; 2025Q2: 5,128 shares; 2025Q3: 5,273 shares; 2025Q4: 5,654 shares; 2026Q1: 6,445 shares; 2026Q2: 6,728 shares 6,728 $3.37M 0.33% +283 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: 6,591 shares; 2024Q4: 9,743 shares; 2025Q1: 9,470 shares; 2025Q2: 6,535 shares; 2025Q3: 5,518 shares; 2025Q4: 5,648 shares; 2026Q1: 20,391 shares; 2026Q2: 32,414 shares 32,414 $3.31M 0.32% +12,023 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 63,521 shares; 2026Q2: 65,652 shares 65,652 $3.31M 0.32% +2,131 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 2,525 shares; 2025Q1: 2,595 shares; 2025Q2: 2,664 shares; 2025Q3: 2,711 shares; 2025Q4: 2,780 shares; 2026Q1: 3,124 shares; 2026Q2: 3,441 shares 3,441 $3.22M 0.31% +317 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 87,462 shares 87,462 $3.2M 0.31% new 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: 16,629 shares; 2024Q4: 15,004 shares; 2025Q1: 14,864 shares; 2025Q2: 14,864 shares; 2025Q3: 14,805 shares; 2025Q4: 14,550 shares; 2026Q1: 10,233 shares; 2026Q2: 10,233 shares 10,233 $3.07M 0.3% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,484 shares; 2024Q4: 16,638 shares; 2025Q1: 16,394 shares; 2025Q2: 16,326 shares; 2025Q3: 16,133 shares; 2025Q4: 11,317 shares; 2026Q1: 9,984 shares; 2026Q2: 9,710 shares 9,710 $3.07M 0.3% -274 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: 31,750 shares; 2024Q4: 31,750 shares; 2025Q1: 31,750 shares; 2025Q2: 31,750 shares; 2025Q3: 31,750 shares; 2025Q4: 31,250 shares; 2026Q1: 29,816 shares; 2026Q2: 29,816 shares 29,816 $3.05M 0.3% 0 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: 3,586 shares; 2024Q4: 4,472 shares; 2025Q1: 4,955 shares; 2025Q2: 5,184 shares; 2025Q3: 5,714 shares; 2025Q4: 43,199 shares; 2026Q1: 35,122 shares; 2026Q2: 36,753 shares 36,753 $3.04M 0.3% +1,631 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 115,583 shares; 2025Q3: 98,723 shares; 2025Q4: 105,022 shares; 2026Q1: 107,540 shares; 2026Q2: 70,071 shares 70,071 $3.02M 0.3% -37,469 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,754 shares; 2024Q4: 103,769 shares; 2025Q1: 89,667 shares; 2025Q2: 33,703 shares; 2025Q3: 32,176 shares; 2025Q4: 30,535 shares; 2026Q1: 29,098 shares; 2026Q2: 29,073 shares 29,073 $2.97M 0.29% -25 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: 3,617 shares; 2024Q4: 3,844 shares; 2025Q1: 4,185 shares; 2025Q2: 4,834 shares; 2025Q3: 5,226 shares; 2025Q4: 6,081 shares; 2026Q1: 8,436 shares; 2026Q2: 9,065 shares 9,065 $2.97M 0.29% +629 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: 52,557 shares; 2024Q4: 48,308 shares; 2025Q1: 48,993 shares; 2025Q2: 47,895 shares; 2025Q3: 48,070 shares; 2025Q4: 48,434 shares; 2026Q1: 44,562 shares; 2026Q2: 46,952 shares 46,952 $2.95M 0.29% +2,390 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,613 shares; 2024Q4: 29,613 shares; 2025Q1: 23,012 shares; 2025Q2: 23,012 shares; 2025Q3: 23,011 shares; 2025Q4: 21,974 shares; 2026Q1: 15,724 shares; 2026Q2: 15,724 shares 15,724 $2.91M 0.28% 0 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 80,403 shares; 2026Q2: 89,280 shares 89,280 $2.84M 0.28% +8,877 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: 1,933 shares; 2024Q4: 2,114 shares; 2025Q1: 2,063 shares; 2025Q2: 2,248 shares; 2025Q3: 2,273 shares; 2025Q4: 3,125 shares; 2026Q1: 3,399 shares; 2026Q2: 3,896 shares 3,896 $2.82M 0.28% +497 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: 8,115 shares; 2024Q4: 6,493 shares; 2025Q1: 7,600 shares; 2025Q2: 7,659 shares; 2025Q3: 7,673 shares; 2025Q4: 7,683 shares; 2026Q1: 8,679 shares; 2026Q2: 7,629 shares 7,629 $2.81M 0.27% -1,050 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: 2,001 shares; 2024Q4: 2,164 shares; 2025Q1: 2,144 shares; 2025Q2: 2,433 shares; 2025Q3: 2,654 shares; 2025Q4: 3,735 shares; 2026Q1: 3,509 shares; 2026Q2: 4,832 shares 4,832 $2.81M 0.27% +1,323 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,597 shares; 2026Q2: 6,426 shares 6,426 $2.68M 0.26% +829 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: 682 shares; 2024Q4: 793 shares; 2025Q1: 880 shares; 2025Q2: 889 shares; 2025Q3: 964 shares; 2025Q4: 1,159 shares; 2026Q1: 2,205 shares; 2026Q2: 2,455 shares 2,455 $2.61M 0.26% +250 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: not reported; 2024Q4: not reported; 2025Q1: 1,574 shares; 2025Q2: not reported; 2025Q3: 1,495 shares; 2025Q4: 2,025 shares; 2026Q1: 16,469 shares; 2026Q2: 18,945 shares 18,945 $2.57M 0.25% +2,476 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: 14,448 shares; 2024Q4: 15,352 shares; 2025Q1: 15,363 shares; 2025Q2: 15,350 shares; 2025Q3: 15,379 shares; 2025Q4: 15,301 shares; 2026Q1: 11,671 shares; 2026Q2: 11,629 shares 11,629 $2.53M 0.25% -42 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,698 shares; 2025Q3: 26,418 shares; 2025Q4: 26,138 shares; 2026Q1: 26,765 shares; 2026Q2: 26,662 shares 26,662 $2.43M 0.24% -103 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,120 shares; 2024Q4: 6,221 shares; 2025Q1: 6,192 shares; 2025Q2: 6,197 shares; 2025Q3: 5,901 shares; 2025Q4: 6,293 shares; 2026Q1: 5,554 shares; 2026Q2: 6,092 shares 6,092 $2.42M 0.24% +538 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: 5,836 shares; 2024Q4: 5,414 shares; 2025Q1: 5,910 shares; 2025Q2: 6,022 shares; 2025Q3: 6,537 shares; 2025Q4: 6,797 shares; 2026Q1: 8,840 shares; 2026Q2: 9,392 shares 9,392 $2.39M 0.23% +552 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,618 shares; 2025Q2: 42,478 shares; 2025Q3: 43,355 shares; 2025Q4: 41,803 shares; 2026Q1: 31,344 shares; 2026Q2: 29,752 shares 29,752 $2.35M 0.23% -1,592 Timeline VDC 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: 11,832 shares; 2024Q4: 11,822 shares; 2025Q1: 11,759 shares; 2025Q2: 11,759 shares; 2025Q3: 11,718 shares; 2025Q4: 11,406 shares; 2026Q1: 10,334 shares; 2026Q2: 10,279 shares 10,279 $2.32M 0.23% -55 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: 70,593 shares; 2024Q4: 70,342 shares; 2025Q1: 66,567 shares; 2025Q2: 67,341 shares; 2025Q3: 67,632 shares; 2025Q4: 74,165 shares; 2026Q1: 70,711 shares; 2026Q2: 69,187 shares 69,187 $2.3M 0.22% -1,524 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: 13,344 shares; 2024Q4: 13,449 shares; 2025Q1: 15,193 shares; 2025Q2: 14,239 shares; 2025Q3: 14,239 shares; 2025Q4: 14,085 shares; 2026Q1: 14,068 shares; 2026Q2: 13,987 shares 13,987 $2.29M 0.22% -81 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 35,000 shares; 2025Q3: 35,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $2.26M 0.22% 0 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,333 shares; 2024Q4: 17,194 shares; 2025Q1: 16,939 shares; 2025Q2: 16,321 shares; 2025Q3: 15,860 shares; 2025Q4: 14,902 shares; 2026Q1: 14,895 shares; 2026Q2: 8,241 shares 8,241 $2.24M 0.22% -6,654 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: 6,063 shares; 2024Q4: 6,030 shares; 2025Q1: 5,926 shares; 2025Q2: 5,904 shares; 2025Q3: 5,863 shares; 2025Q4: 5,727 shares; 2026Q1: 4,883 shares; 2026Q2: 4,884 shares 4,884 $2.21M 0.22% +1 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: 3,679 shares; 2024Q4: 3,679 shares; 2025Q1: 4,311 shares; 2025Q2: 4,919 shares; 2025Q3: 5,048 shares; 2025Q4: 5,120 shares; 2026Q1: 5,263 shares; 2026Q2: 5,201 shares 5,201 $2.13M 0.21% -62 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,750 shares; 2024Q4: 109,750 shares; 2025Q1: 109,750 shares; 2025Q2: 109,750 shares; 2025Q3: 109,750 shares; 2025Q4: 109,750 shares; 2026Q1: 117,430 shares; 2026Q2: 109,750 shares 109,750 $2.12M 0.21% -7,680 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: 11,686 shares; 2024Q4: 10,766 shares; 2025Q1: 10,138 shares; 2025Q2: 9,790 shares; 2025Q3: 9,550 shares; 2025Q4: 9,087 shares; 2026Q1: 7,336 shares; 2026Q2: 6,938 shares 6,938 $2.07M 0.2% -398 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,006 shares; 2025Q3: 16,391 shares; 2025Q4: 17,594 shares; 2026Q1: 43,037 shares; 2026Q2: 42,120 shares 42,120 $2.06M 0.2% -917 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: 12,383 shares; 2024Q4: 12,518 shares; 2025Q1: 13,513 shares; 2025Q2: 13,133 shares; 2025Q3: 13,390 shares; 2025Q4: 13,476 shares; 2026Q1: 14,169 shares; 2026Q2: 14,013 shares 14,013 $2.05M 0.2% -156 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: 5,089 shares; 2024Q4: 5,543 shares; 2025Q1: 6,307 shares; 2025Q2: 6,452 shares; 2025Q3: 6,806 shares; 2025Q4: 6,960 shares; 2026Q1: 13,946 shares; 2026Q2: 15,023 shares 15,023 $2.05M 0.2% +1,077 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: 2,603 shares; 2024Q4: 2,647 shares; 2025Q1: 2,569 shares; 2025Q2: 2,662 shares; 2025Q3: 2,547 shares; 2025Q4: 25,976 shares; 2026Q1: 30,708 shares; 2026Q2: 28,685 shares 28,685 $2.05M 0.2% -2,023 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: 838 shares; 2024Q4: 916 shares; 2025Q1: 895 shares; 2025Q2: 947 shares; 2025Q3: 1,000 shares; 2025Q4: 1,186 shares; 2026Q1: 1,703 shares; 2026Q2: 2,019 shares 2,019 $2.04M 0.2% +316 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,192 shares; 2024Q4: 20,064 shares; 2025Q1: 15,418 shares; 2025Q2: 15,261 shares; 2025Q3: 15,261 shares; 2025Q4: 15,261 shares; 2026Q1: 15,173 shares; 2026Q2: 15,101 shares 15,101 $2M 0.2% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,491 shares; 2026Q1: 10,948 shares; 2026Q2: 14,308 shares 14,308 $2M 0.2% +3,360 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,868 shares; 2024Q4: 18,868 shares; 2025Q1: 18,859 shares; 2025Q2: 18,271 shares; 2025Q3: 18,271 shares; 2025Q4: 18,271 shares; 2026Q1: 14,735 shares; 2026Q2: 14,620 shares 14,620 $1.97M 0.19% -115 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: 10,506 shares; 2024Q4: 10,506 shares; 2025Q1: 10,429 shares; 2025Q2: 10,429 shares; 2025Q3: 10,424 shares; 2025Q4: 10,420 shares; 2026Q1: 9,018 shares; 2026Q2: 9,017 shares 9,017 $1.92M 0.19% -1 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: 10,130 shares; 2024Q4: 10,193 shares; 2025Q1: 4,166 shares; 2025Q2: 4,409 shares; 2025Q3: 3,993 shares; 2025Q4: 4,124 shares; 2026Q1: 4,739 shares; 2026Q2: 5,401 shares 5,401 $1.91M 0.19% +662 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,495 shares; 2024Q4: 9,496 shares; 2025Q1: 33,377 shares; 2025Q2: 19,170 shares; 2025Q3: 35,216 shares; 2025Q4: 36,445 shares; 2026Q1: 33,568 shares; 2026Q2: 18,590 shares 18,590 $1.87M 0.18% -14,978 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,780 shares; 2025Q2: 18,992 shares; 2025Q3: 19,524 shares; 2025Q4: 51,403 shares; 2026Q1: 41,731 shares; 2026Q2: 35,296 shares 35,296 $1.76M 0.17% -6,435 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED 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: 8,550 shares; 2025Q4: 36,035 shares; 2026Q1: 37,745 shares; 2026Q2: 38,265 shares 38,265 $1.75M 0.17% +520 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: 1,615 shares; 2024Q4: 1,615 shares; 2025Q1: 2,117 shares; 2025Q2: 3,234 shares; 2025Q3: 3,215 shares; 2025Q4: 3,714 shares; 2026Q1: 3,348 shares; 2026Q2: 13,984 shares 13,984 $1.74M 0.17% +10,636 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: 5,357 shares; 2024Q4: 5,554 shares; 2025Q1: 5,868 shares; 2025Q2: 6,722 shares; 2025Q3: 6,972 shares; 2025Q4: 7,213 shares; 2026Q1: 8,333 shares; 2026Q2: 9,328 shares 9,328 $1.7M 0.17% +995 Timeline DJD 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: 21,050 shares; 2024Q4: 21,050 shares; 2025Q1: 21,050 shares; 2025Q2: 21,050 shares; 2025Q3: 26,390 shares; 2025Q4: 26,390 shares; 2026Q1: 26,390 shares; 2026Q2: 26,390 shares 26,390 $1.67M 0.16% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,600 shares; 2024Q4: 35,449 shares; 2025Q1: 35,396 shares; 2025Q2: 21,148 shares; 2025Q3: 20,490 shares; 2025Q4: 20,301 shares; 2026Q1: 8,659 shares; 2026Q2: 8,284 shares 8,284 $1.67M 0.16% -375 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,042 shares; 2024Q4: 12,042 shares; 2025Q1: 12,042 shares; 2025Q2: 12,042 shares; 2025Q3: 14,602 shares; 2025Q4: 14,602 shares; 2026Q1: 14,602 shares; 2026Q2: 14,602 shares 14,602 $1.66M 0.16% 0 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: not reported; 2025Q4: 1,285 shares; 2026Q1: 3,046 shares; 2026Q2: 3,807 shares 3,807 $1.65M 0.16% +761 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: 27,527 shares; 2024Q4: 27,365 shares; 2025Q1: 26,203 shares; 2025Q2: 25,837 shares; 2025Q3: 23,578 shares; 2025Q4: 22,827 shares; 2026Q1: 20,901 shares; 2026Q2: 17,027 shares 17,027 $1.64M 0.16% -3,874 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,742 shares; 2026Q2: 2,842 shares 2,842 $1.63M 0.16% +100 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,761 shares; 2025Q3: 12,089 shares; 2025Q4: 12,692 shares; 2026Q1: 27,672 shares; 2026Q2: 30,961 shares 30,961 $1.56M 0.15% +3,289 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,670 shares; 2025Q4: 10,581 shares; 2026Q1: 11,098 shares; 2026Q2: 16,342 shares 16,342 $1.55M 0.15% +5,244 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 15,670 shares; 2025Q4: 80,640 shares; 2026Q1: 79,462 shares; 2026Q2: 68,406 shares 68,406 $1.54M 0.15% -11,056 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: 13,261 shares; 2024Q4: 13,261 shares; 2025Q1: 11,465 shares; 2025Q2: 11,465 shares; 2025Q3: 11,465 shares; 2025Q4: 11,465 shares; 2026Q1: 11,465 shares; 2026Q2: 11,465 shares 11,465 $1.51M 0.15% 0 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: 5,424 shares; 2024Q4: 6,185 shares; 2025Q1: 7,144 shares; 2025Q2: 7,901 shares; 2025Q3: 8,054 shares; 2025Q4: 8,669 shares; 2026Q1: 10,986 shares; 2026Q2: 12,574 shares 12,574 $1.48M 0.14% +1,588 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: 5,675 shares; 2024Q4: 5,753 shares; 2025Q1: 6,110 shares; 2025Q2: 6,322 shares; 2025Q3: 6,579 shares; 2025Q4: 7,173 shares; 2026Q1: 8,215 shares; 2026Q2: 9,775 shares 9,775 $1.43M 0.14% +1,560 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: 7,591 shares; 2024Q4: 7,591 shares; 2025Q1: 7,591 shares; 2025Q2: 7,591 shares; 2025Q3: 7,591 shares; 2025Q4: 7,590 shares; 2026Q1: 5,056 shares; 2026Q2: 6,556 shares 6,556 $1.4M 0.14% +1,500 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,971 shares; 2024Q4: 44,912 shares; 2025Q1: 51,118 shares; 2025Q2: 49,962 shares; 2025Q3: 49,969 shares; 2025Q4: 49,980 shares; 2026Q1: 46,980 shares; 2026Q2: 46,983 shares 46,983 $1.36M 0.13% +3 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: 27,837 shares; 2024Q4: 27,569 shares; 2025Q1: 27,569 shares; 2025Q2: 26,349 shares; 2025Q3: 25,240 shares; 2025Q4: 25,242 shares; 2026Q1: 25,242 shares; 2026Q2: 25,242 shares 25,242 $1.35M 0.13% 0 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: 3,106 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 17,910 shares; 2026Q1: 15,064 shares; 2026Q2: 13,747 shares 13,747 $1.33M 0.13% -1,317 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,519 shares; 2025Q1: 8,562 shares; 2025Q2: 7,292 shares; 2025Q3: 7,467 shares; 2025Q4: 7,104 shares; 2026Q1: 4,975 shares; 2026Q2: 4,474 shares 4,474 $1.32M 0.13% -501 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,415 shares; 2024Q4: 16,327 shares; 2025Q1: 23,685 shares; 2025Q2: 9,289 shares; 2025Q3: 10,523 shares; 2025Q4: 11,698 shares; 2026Q1: 28,466 shares; 2026Q2: 25,192 shares 25,192 $1.32M 0.13% -3,274 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,446 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,990 shares; 2025Q4: 27,221 shares; 2026Q1: 26,965 shares; 2026Q2: 29,035 shares 29,035 $1.31M 0.13% +2,070 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: 12,735 shares; 2024Q4: 12,835 shares; 2025Q1: 13,147 shares; 2025Q2: 13,160 shares; 2025Q3: 13,009 shares; 2025Q4: 13,130 shares; 2026Q1: 14,398 shares; 2026Q2: 14,475 shares 14,475 $1.27M 0.12% +77 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: 2,003 shares; 2024Q4: 2,077 shares; 2025Q1: 2,043 shares; 2025Q2: 2,220 shares; 2025Q3: 2,288 shares; 2025Q4: 2,338 shares; 2026Q1: 2,936 shares; 2026Q2: 5,005 shares 5,005 $1.23M 0.12% +2,069 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: 4,289 shares; 2024Q4: 4,242 shares; 2025Q1: 4,361 shares; 2025Q2: 4,417 shares; 2025Q3: 4,326 shares; 2025Q4: 4,040 shares; 2026Q1: 2,006 shares; 2026Q2: 1,930 shares 1,930 $1.23M 0.12% -76 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,550 shares; 2025Q1: 2,875 shares; 2025Q2: 2,574 shares; 2025Q3: 2,574 shares; 2025Q4: 15,482 shares; 2026Q1: 11,559 shares; 2026Q2: 12,156 shares 12,156 $1.2M 0.12% +597 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,036 shares; 2025Q3: 23,570 shares; 2025Q4: 24,654 shares; 2026Q1: 46,627 shares; 2026Q2: 45,847 shares 45,847 $1.2M 0.12% -780 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 47,000 shares; 2026Q1: 47,000 shares; 2026Q2: 48,875 shares 48,875 $1.2M 0.12% +1,875 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: 6,014 shares; 2024Q4: 6,083 shares; 2025Q1: 6,053 shares; 2025Q2: 6,143 shares; 2025Q3: 6,202 shares; 2025Q4: 6,200 shares; 2026Q1: 6,422 shares; 2026Q2: 7,343 shares 7,343 $1.2M 0.12% +921 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,400 shares; 2025Q1: not reported; 2025Q2: 2,745 shares; 2025Q3: 2,475 shares; 2025Q4: 2,469 shares; 2026Q1: 2,216 shares; 2026Q2: 1,387 shares 1,387 $1.16M 0.11% -829 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,625 shares; 2026Q1: 3,569 shares; 2026Q2: 14,276 shares 14,276 $1.15M 0.11% +10,707 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 22,167 shares 22,167 $1.11M 0.11% new 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: 8,870 shares; 2024Q4: 8,870 shares; 2025Q1: 8,113 shares; 2025Q2: 8,113 shares; 2025Q3: 8,767 shares; 2025Q4: 9,099 shares; 2026Q1: 10,487 shares; 2026Q2: 12,015 shares 12,015 $1.11M 0.11% +1,528 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 39,507 shares 39,507 $1.11M 0.11% new Timeline STIP 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: 2,454 shares; 2025Q3: 3,105 shares; 2025Q4: 2,296 shares; 2026Q1: 8,061 shares; 2026Q2: 10,731 shares 10,731 $1.1M 0.11% +2,670 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: 10,622 shares; 2024Q4: 11,226 shares; 2025Q1: 11,382 shares; 2025Q2: 11,959 shares; 2025Q3: 12,491 shares; 2025Q4: 13,851 shares; 2026Q1: 13,431 shares; 2026Q2: 19,204 shares 19,204 $1.09M 0.11% +5,773 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,200 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,025 shares 25,025 $1.09M 0.11% +25 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,813 shares; 2024Q4: 4,813 shares; 2025Q1: 4,765 shares; 2025Q2: 4,445 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,059 shares; 2026Q2: 4,059 shares 4,059 $1.07M 0.1% 0 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: 2,588 shares; 2024Q4: 2,647 shares; 2025Q1: 2,686 shares; 2025Q2: 2,646 shares; 2025Q3: 2,691 shares; 2025Q4: 3,021 shares; 2026Q1: 3,446 shares; 2026Q2: 3,929 shares 3,929 $1.07M 0.1% +483 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,343 shares; 2024Q4: 31,097 shares; 2025Q1: 31,244 shares; 2025Q2: 30,370 shares; 2025Q3: 30,106 shares; 2025Q4: 28,001 shares; 2026Q1: 22,862 shares; 2026Q2: 8,664 shares 8,664 $1.07M 0.1% -14,198 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,500 shares; 2024Q4: 15,890 shares; 2025Q1: 17,553 shares; 2025Q2: 18,218 shares; 2025Q3: 21,401 shares; 2025Q4: 18,536 shares; 2026Q1: 19,601 shares; 2026Q2: 19,687 shares 19,687 $1.02M 0.1% +86 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: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares; 2026Q2: 1,559 shares 1,559 $996K 0.1% +306 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $982K 0.1% 0 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: 17,580 shares; 2024Q4: 17,580 shares; 2025Q1: 17,580 shares; 2025Q2: 17,580 shares; 2025Q3: 17,580 shares; 2025Q4: 14,040 shares; 2026Q1: 14,040 shares; 2026Q2: 14,040 shares 14,040 $981K 0.1% 0 Timeline SFLR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,246 shares 25,246 $975K 0.1% new 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: 21,283 shares; 2024Q4: 21,671 shares; 2025Q1: 12,223 shares; 2025Q2: 11,901 shares; 2025Q3: 12,511 shares; 2025Q4: 12,601 shares; 2026Q1: 15,805 shares; 2026Q2: 16,581 shares 16,581 $955K 0.09% +776 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,136 shares; 2024Q4: 7,137 shares; 2025Q1: 6,337 shares; 2025Q2: 6,071 shares; 2025Q3: 6,062 shares; 2025Q4: 6,051 shares; 2026Q1: 5,461 shares; 2026Q2: 5,427 shares 5,427 $954K 0.09% -34 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: 2,467 shares; 2026Q2: 3,139 shares 3,139 $935K 0.09% +672 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,899 shares; 2024Q4: 17,899 shares; 2025Q1: 11,182 shares; 2025Q2: 11,182 shares; 2025Q3: 11,178 shares; 2025Q4: 11,178 shares; 2026Q1: 11,178 shares; 2026Q2: 11,178 shares 11,178 $929K 0.09% 0 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: not reported; 2024Q4: 1,658 shares; 2025Q1: 1,755 shares; 2025Q2: 1,813 shares; 2025Q3: 1,971 shares; 2025Q4: 2,073 shares; 2026Q1: 2,427 shares; 2026Q2: 4,389 shares 4,389 $917K 0.09% +1,962 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: 1,578 shares; 2024Q4: 1,681 shares; 2025Q1: 1,737 shares; 2025Q2: 1,736 shares; 2025Q3: 1,829 shares; 2025Q4: 1,886 shares; 2026Q1: 2,431 shares; 2026Q2: 2,529 shares 2,529 $916K 0.09% +98 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: 3,393 shares; 2024Q4: 3,097 shares; 2025Q1: 3,430 shares; 2025Q2: 3,806 shares; 2025Q3: not reported; 2025Q4: 1,783 shares; 2026Q1: 5,912 shares; 2026Q2: 5,304 shares 5,304 $879K 0.09% -608 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 776 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 773 shares; 2025Q4: 773 shares; 2026Q1: 773 shares; 2026Q2: 773 shares 773 $876K 0.09% 0 Timeline MLPI NEOS ETF TRUST More: the full row for NEOS 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: 5,000 shares; 2026Q2: 15,900 shares 15,900 $875K 0.09% +10,900 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: 1,022 shares; 2024Q4: 1,157 shares; 2025Q1: 1,347 shares; 2025Q2: 1,512 shares; 2025Q3: 1,576 shares; 2025Q4: 1,645 shares; 2026Q1: 2,727 shares; 2026Q2: 3,097 shares 3,097 $871K 0.09% +370 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,504 shares; 2024Q4: 33,284 shares; 2025Q1: 32,981 shares; 2025Q2: 32,768 shares; 2025Q3: 31,857 shares; 2025Q4: 29,048 shares; 2026Q1: 29,048 shares; 2026Q2: 20,889 shares 20,889 $864K 0.08% -8,159 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: 4,300 shares; 2024Q4: 3,924 shares; 2025Q1: 4,039 shares; 2025Q2: 4,025 shares; 2025Q3: 4,198 shares; 2025Q4: 4,225 shares; 2026Q1: 4,483 shares; 2026Q2: 4,664 shares 4,664 $862K 0.08% +181 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,261 shares; 2025Q4: 2,445 shares; 2026Q1: 4,776 shares; 2026Q2: 6,096 shares 6,096 $853K 0.08% +1,320 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: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 760 shares; 2025Q4: 965 shares; 2026Q1: 1,372 shares; 2026Q2: 1,196 shares 1,196 $853K 0.08% -176 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: 2,546 shares; 2024Q4: 2,606 shares; 2025Q1: 2,646 shares; 2025Q2: 2,686 shares; 2025Q3: 2,772 shares; 2025Q4: 3,155 shares; 2026Q1: 3,383 shares; 2026Q2: 3,147 shares 3,147 $851K 0.08% -236 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,508 shares; 2024Q4: 10,970 shares; 2025Q1: 10,214 shares; 2025Q2: 18,010 shares; 2025Q3: 21,831 shares; 2025Q4: 27,293 shares; 2026Q1: 8,008 shares; 2026Q2: 7,579 shares 7,579 $836K 0.08% -429 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: 1,559 shares; 2024Q4: 1,133 shares; 2025Q1: 1,115 shares; 2025Q2: 1,304 shares; 2025Q3: 1,356 shares; 2025Q4: 1,616 shares; 2026Q1: 1,687 shares; 2026Q2: 2,460 shares 2,460 $832K 0.08% +773 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 263 shares; 2026Q2: 418 shares 418 $832K 0.08% +155 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS 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: 7,852 shares; 2025Q3: 7,607 shares; 2025Q4: 7,780 shares; 2026Q1: 7,439 shares; 2026Q2: 6,214 shares 6,214 $825K 0.08% -1,225 Timeline OIH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $818K 0.08% 0 Timeline SYSB 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: 9,189 shares; 2026Q2: 9,042 shares 9,042 $802K 0.08% -147 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: 3,559 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,224 shares; 2025Q3: 13,224 shares; 2025Q4: 13,195 shares; 2026Q1: 13,195 shares; 2026Q2: 10,195 shares 10,195 $779K 0.08% -3,000 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: 3,445 shares; 2024Q4: 5,089 shares; 2025Q1: 5,391 shares; 2025Q2: 5,858 shares; 2025Q3: 5,988 shares; 2025Q4: 6,002 shares; 2026Q1: 7,398 shares; 2026Q2: 8,069 shares 8,069 $772K 0.08% +671 Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 2,243 shares; 2026Q2: 2,944 shares 2,944 $745K 0.07% +701 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: not reported; 2024Q4: 1,357 shares; 2025Q1: 1,364 shares; 2025Q2: 1,363 shares; 2025Q3: 1,367 shares; 2025Q4: 2,506 shares; 2026Q1: 2,449 shares; 2026Q2: 2,449 shares 2,449 $742K 0.07% 0 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: 5,594 shares; 2024Q4: 5,818 shares; 2025Q1: 6,385 shares; 2025Q2: 6,452 shares; 2025Q3: 6,667 shares; 2025Q4: 7,349 shares; 2026Q1: 8,054 shares; 2026Q2: 8,857 shares 8,857 $725K 0.07% +803 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,675 shares 1,675 $723K 0.07% -100 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS 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: 695 shares; 2026Q1: 806 shares; 2026Q2: 971 shares 971 $713K 0.07% +165 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,589 shares; 2025Q1: not reported; 2025Q2: 9,593 shares; 2025Q3: 7,253 shares; 2025Q4: 5,609 shares; 2026Q1: 6,149 shares; 2026Q2: 2,620 shares 2,620 $713K 0.07% -3,529 Timeline AIR AAR CORP More: the full row for AAR 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: 3,655 shares; 2026Q2: 4,894 shares 4,894 $699K 0.07% +1,239 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,683 shares; 2024Q4: 8,590 shares; 2025Q1: 9,820 shares; 2025Q2: 10,578 shares; 2025Q3: 9,807 shares; 2025Q4: 9,970 shares; 2026Q1: 7,118 shares; 2026Q2: 6,518 shares 6,518 $694K 0.07% -600 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: 5,630 shares; 2024Q4: 5,792 shares; 2025Q1: 4,620 shares; 2025Q2: 4,602 shares; 2025Q3: 4,796 shares; 2025Q4: 4,856 shares; 2026Q1: 5,285 shares; 2026Q2: 5,032 shares 5,032 $692K 0.07% -253 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: 1,528 shares; 2024Q4: 1,848 shares; 2025Q1: 1,528 shares; 2025Q2: 1,697 shares; 2025Q3: 1,697 shares; 2025Q4: 1,746 shares; 2026Q1: 1,746 shares; 2026Q2: 1,869 shares 1,869 $692K 0.07% +123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,907 shares; 2026Q1: 2,796 shares; 2026Q2: 4,557 shares 4,557 $691K 0.07% +1,761 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,202 shares; 2025Q3: 2,496 shares; 2025Q4: 2,913 shares; 2026Q1: 5,111 shares; 2026Q2: 5,763 shares 5,763 $672K 0.07% +652 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,205 shares; 2025Q3: 1,204 shares; 2025Q4: 1,989 shares; 2026Q1: 1,312 shares; 2026Q2: 1,953 shares 1,953 $666K 0.07% +641 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 791 shares; 2026Q1: 1,994 shares; 2026Q2: 1,777 shares 1,777 $664K 0.06% -217 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,985 shares; 2024Q4: 54,652 shares; 2025Q1: 54,652 shares; 2025Q2: 54,652 shares; 2025Q3: 53,076 shares; 2025Q4: 53,076 shares; 2026Q1: 51,626 shares; 2026Q2: 38,046 shares 38,046 $661K 0.06% -13,580 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,824 shares; 2024Q4: 1,931 shares; 2025Q1: 1,629 shares; 2025Q2: 1,697 shares; 2025Q3: 1,744 shares; 2025Q4: 1,808 shares; 2026Q1: 2,564 shares; 2026Q2: 2,946 shares 2,946 $661K 0.06% +382 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,086 shares; 2026Q2: 1,978 shares 1,978 $653K 0.06% +892 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,858 shares; 2024Q4: 36,094 shares; 2025Q1: 18,114 shares; 2025Q2: 13,067 shares; 2025Q3: 12,269 shares; 2025Q4: 11,330 shares; 2026Q1: 10,289 shares; 2026Q2: 10,264 shares 10,264 $647K 0.06% -25 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,297 shares; 2025Q4: 1,314 shares; 2026Q1: 1,434 shares; 2026Q2: 1,199 shares 1,199 $635K 0.06% -235 Timeline CDNL CARDINAL INFRASTRUCTURE GROU More: the full row for CARDINAL INFRASTRUCTURE GROU 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: 6,724 shares 6,724 $633K 0.06% new Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,082 shares; 2025Q1: 10,477 shares; 2025Q2: 11,382 shares; 2025Q3: 26,083 shares; 2025Q4: 12,035 shares; 2026Q1: 12,035 shares; 2026Q2: 27,828 shares 27,828 $624K 0.06% +15,793 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,718 shares; 2026Q2: 3,950 shares 3,950 $619K 0.06% +1,232 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares; 2026Q2: 1,932 shares 1,932 $616K 0.06% +818 Timeline PLMR PALOMAR HLDGS INC More: the full row for PALOMAR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,394 shares; 2025Q1: 2,549 shares; 2025Q2: 4,183 shares; 2025Q3: 3,936 shares; 2025Q4: 4,751 shares; 2026Q1: 5,250 shares; 2026Q2: 4,809 shares 4,809 $608K 0.06% -441 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,357 shares; 2024Q4: 2,357 shares; 2025Q1: not reported; 2025Q2: 4,760 shares; 2025Q3: 4,760 shares; 2025Q4: 4,760 shares; 2026Q1: 4,760 shares; 2026Q2: 4,760 shares 4,760 $604K 0.06% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,335 shares; 2025Q3: 5,847 shares; 2025Q4: 5,885 shares; 2026Q1: 6,509 shares; 2026Q2: 6,185 shares 6,185 $602K 0.06% -324 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,461 shares; 2025Q4: 1,672 shares; 2026Q1: 2,060 shares; 2026Q2: 2,307 shares 2,307 $601K 0.06% +247 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,504 shares 2,504 $598K 0.06% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP 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: 1,829 shares; 2025Q3: 1,543 shares; 2025Q4: 2,521 shares; 2026Q1: 2,564 shares; 2026Q2: 2,246 shares 2,246 $595K 0.06% -318 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: 1,181 shares; 2024Q4: 1,181 shares; 2025Q1: 1,076 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 4,540 shares; 2026Q1: 3,554 shares; 2026Q2: 5,993 shares 5,993 $595K 0.06% +2,439 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: 604 shares; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 593 shares; 2025Q4: 552 shares; 2026Q1: 541 shares; 2026Q2: 298 shares 298 $591K 0.06% -243 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,008 shares; 2024Q4: 10,088 shares; 2025Q1: 10,145 shares; 2025Q2: 10,272 shares; 2025Q3: 10,370 shares; 2025Q4: 10,533 shares; 2026Q1: 8,932 shares; 2026Q2: 9,802 shares 9,802 $590K 0.06% +870 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,021 shares; 2024Q4: 5,019 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,014 shares; 2026Q1: 4,514 shares; 2026Q2: 2,500 shares 2,500 $590K 0.06% -2,014 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: 1,163 shares; 2024Q4: 1,208 shares; 2025Q1: 1,297 shares; 2025Q2: 1,195 shares; 2025Q3: 1,181 shares; 2025Q4: 1,174 shares; 2026Q1: 1,156 shares; 2026Q2: 1,154 shares 1,154 $588K 0.06% -2 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: 5,255 shares; 2024Q4: 5,255 shares; 2025Q1: 5,255 shares; 2025Q2: 1,934 shares; 2025Q3: 2,070 shares; 2025Q4: 2,133 shares; 2026Q1: 2,883 shares; 2026Q2: 2,641 shares 2,641 $583K 0.06% -242 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,729 shares; 2025Q2: 3,682 shares; 2025Q3: 4,273 shares; 2025Q4: 4,253 shares; 2026Q1: 3,803 shares; 2026Q2: 3,635 shares 3,635 $583K 0.06% -168 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 4,995 shares; 2026Q1: 5,057 shares; 2026Q2: 4,884 shares 4,884 $582K 0.06% -173 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: not reported; 2024Q4: 7,385 shares; 2025Q1: 7,656 shares; 2025Q2: 7,453 shares; 2025Q3: 7,486 shares; 2025Q4: 7,602 shares; 2026Q1: 6,907 shares; 2026Q2: 6,907 shares 6,907 $579K 0.06% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,348 shares; 2026Q2: 12,326 shares 12,326 $575K 0.06% +5,978 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,459 shares; 2026Q1: 1,341 shares; 2026Q2: 1,708 shares 1,708 $572K 0.06% +367 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM 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: not reported; 2026Q1: 1,338 shares; 2026Q2: 1,606 shares 1,606 $569K 0.06% +268 Timeline IMAX IMAX CORP More: the full row for IMAX 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: 10,594 shares; 2026Q2: 14,227 shares 14,227 $567K 0.06% +3,633 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,638 shares; 2024Q4: 7,638 shares; 2025Q1: 6,246 shares; 2025Q2: 6,575 shares; 2025Q3: 6,246 shares; 2025Q4: 12,492 shares; 2026Q1: 12,492 shares; 2026Q2: 12,492 shares 12,492 $566K 0.06% 0 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 3,000 shares; 2025Q4: 8,000 shares; 2026Q1: 9,000 shares; 2026Q2: 9,000 shares 9,000 $564K 0.06% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,800 shares; 2024Q4: 22,800 shares; 2025Q1: 22,800 shares; 2025Q2: 22,800 shares; 2025Q3: 22,800 shares; 2025Q4: 22,800 shares; 2026Q1: 22,800 shares; 2026Q2: 22,800 shares 22,800 $563K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,231 shares; 2024Q4: 3,464 shares; 2025Q1: 3,986 shares; 2025Q2: 3,868 shares; 2025Q3: 3,843 shares; 2025Q4: 4,023 shares; 2026Q1: 4,512 shares; 2026Q2: 7,103 shares 7,103 $561K 0.05% +2,591 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 2,203 shares; 2026Q1: 1,723 shares; 2026Q2: 2,099 shares 2,099 $560K 0.05% +376 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,382 shares; 2026Q2: 3,285 shares 3,285 $558K 0.05% +903 Timeline PRVA PRIVIA HEALTH GROUP INC More: the full row for PRIVIA HEALTH 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: 12,378 shares; 2026Q1: 15,397 shares; 2026Q2: 21,648 shares 21,648 $557K 0.05% +6,251 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT 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: 13,167 shares; 2025Q4: 13,683 shares; 2026Q1: 15,373 shares; 2026Q2: 13,658 shares 13,658 $554K 0.05% -1,715 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,984 shares; 2025Q3: 10,463 shares; 2025Q4: 10,471 shares; 2026Q1: 11,035 shares; 2026Q2: 7,271 shares 7,271 $550K 0.05% -3,764 Timeline FN FABRINET More: the full row for FABRINET 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: 694 shares; 2026Q2: 975 shares 975 $548K 0.05% +281 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares; 2026Q2: 1,080 shares 1,080 $546K 0.05% +280 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,530 shares; 2025Q4: 2,587 shares; 2026Q1: 2,852 shares; 2026Q2: 4,853 shares 4,853 $542K 0.05% +2,001 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: 1,313 shares; 2024Q4: 1,313 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $541K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 753 shares; 2026Q2: 1,039 shares 1,039 $539K 0.05% +286 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: 1,781 shares; 2024Q4: 1,781 shares; 2025Q1: 1,593 shares; 2025Q2: 1,758 shares; 2025Q3: 1,940 shares; 2025Q4: 1,619 shares; 2026Q1: 2,745 shares; 2026Q2: 2,385 shares 2,385 $538K 0.05% -360 Timeline NMIH NMI HLDGS INC More: the full row for NMI 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: 10,660 shares; 2025Q3: 12,451 shares; 2025Q4: 12,044 shares; 2026Q1: 13,562 shares; 2026Q2: 13,091 shares 13,091 $538K 0.05% -471 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,886 shares; 2025Q3: 4,372 shares; 2025Q4: 4,365 shares; 2026Q1: 4,803 shares; 2026Q2: 4,442 shares 4,442 $533K 0.05% -361 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: 2,293 shares; 2024Q4: 2,293 shares; 2025Q1: 2,293 shares; 2025Q2: 2,346 shares; 2025Q3: 2,346 shares; 2025Q4: 2,335 shares; 2026Q1: 1,945 shares; 2026Q2: 1,945 shares 1,945 $529K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,163 shares; 2025Q4: 1,187 shares; 2026Q1: 1,787 shares; 2026Q2: 2,324 shares 2,324 $527K 0.05% +537 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,514 shares; 2024Q4: 2,964 shares; 2025Q1: 2,694 shares; 2025Q2: 2,669 shares; 2025Q3: 2,669 shares; 2025Q4: 2,379 shares; 2026Q1: 2,379 shares; 2026Q2: 2,379 shares 2,379 $526K 0.05% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,776 shares; 2025Q4: 6,232 shares; 2026Q1: 8,772 shares; 2026Q2: 10,584 shares 10,584 $525K 0.05% +1,812 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 3,881 shares; 2025Q4: 2,628 shares; 2026Q1: 3,155 shares; 2026Q2: 4,204 shares 4,204 $524K 0.05% +1,049 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,846 shares; 2025Q1: 1,742 shares; 2025Q2: 3,381 shares; 2025Q3: 2,589 shares; 2025Q4: 2,740 shares; 2026Q1: 4,349 shares; 2026Q2: 6,183 shares 6,183 $523K 0.05% +1,834 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,728 shares; 2026Q2: 5,487 shares 5,487 $522K 0.05% +1,759 Timeline POET POET TECHNOLOGIES INC More: the full row for POET 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: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $514K 0.05% 0 Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,600 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $512K 0.05% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,158 shares; 2024Q4: 1,158 shares; 2025Q1: 1,186 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,386 shares; 2026Q2: 1,386 shares 1,386 $507K 0.05% 0 Timeline ITA 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: 11,755 shares; 2025Q4: 12,626 shares; 2026Q1: 2,927 shares; 2026Q2: 2,084 shares 2,084 $505K 0.05% -843 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: not reported; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 3,111 shares; 2025Q4: 5,331 shares; 2026Q1: 5,458 shares; 2026Q2: 6,955 shares 6,955 $502K 0.05% +1,497 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,366 shares; 2024Q4: 33,366 shares; 2025Q1: 33,333 shares; 2025Q2: 33,333 shares; 2025Q3: 33,333 shares; 2025Q4: 33,333 shares; 2026Q1: 33,333 shares; 2026Q2: 33,333 shares 33,333 $498K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,387 shares 1,387 $491K 0.05% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,912 shares 1,912 $488K 0.05% new Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,600 shares; 2026Q2: 13,600 shares 13,600 $484K 0.05% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $477K 0.05% 0 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: 2,770 shares; 2024Q4: 2,764 shares; 2025Q1: 2,719 shares; 2025Q2: 2,723 shares; 2025Q3: 2,696 shares; 2025Q4: 2,687 shares; 2026Q1: 1,596 shares; 2026Q2: 1,199 shares 1,199 $460K 0.04% -397 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,571 shares 6,571 $458K 0.04% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,507 shares; 2025Q3: 3,023 shares; 2025Q4: 4,746 shares; 2026Q1: 5,373 shares; 2026Q2: 5,061 shares 5,061 $457K 0.04% -312 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 42,000 shares; 2026Q1: 42,000 shares; 2026Q2: 42,000 shares 42,000 $457K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,646 shares 5,646 $454K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,869 shares; 2026Q2: 10,718 shares 10,718 $454K 0.04% +1,849 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,809 shares; 2025Q1: 3,809 shares; 2025Q2: 3,809 shares; 2025Q3: 3,809 shares; 2025Q4: 3,808 shares; 2026Q1: 3,808 shares; 2026Q2: 3,808 shares 3,808 $453K 0.04% 0 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: not reported; 2024Q4: 9,589 shares; 2025Q1: 11,433 shares; 2025Q2: 13,058 shares; 2025Q3: 13,813 shares; 2025Q4: 11,980 shares; 2026Q1: 13,707 shares; 2026Q2: 21,749 shares 21,749 $450K 0.04% +8,042 Timeline LTH LIFE TIME GROUP HOLDINGS INC More: the full row for LIFE TIME GROUP HOLDINGS 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: 17,042 shares; 2025Q4: 10,605 shares; 2026Q1: 12,680 shares; 2026Q2: 10,899 shares 10,899 $445K 0.04% -1,781 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 690 shares; 2026Q1: 690 shares; 2026Q2: 690 shares 690 $442K 0.04% 0 Timeline ICVT 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: 2,827 shares; 2025Q1: 3,095 shares; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,295 shares; 2026Q1: 4,792 shares; 2026Q2: 3,614 shares 3,614 $440K 0.04% -1,178 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 9,610 shares; 2026Q2: 8,458 shares 8,458 $439K 0.04% -1,152 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 8,792 shares 8,792 $438K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,066 shares; 2026Q2: 5,982 shares 5,982 $437K 0.04% +1,916 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,236 shares; 2025Q1: not reported; 2025Q2: 1,417 shares; 2025Q3: 1,477 shares; 2025Q4: 1,491 shares; 2026Q1: 1,870 shares; 2026Q2: 2,428 shares 2,428 $436K 0.04% +558 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,393 shares 3,393 $436K 0.04% new 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 904 shares; 2026Q2: 850 shares 850 $433K 0.04% -54 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,116 shares; 2025Q1: 7,116 shares; 2025Q2: 7,116 shares; 2025Q3: 7,116 shares; 2025Q4: 7,116 shares; 2026Q1: 7,116 shares; 2026Q2: 7,116 shares 7,116 $433K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,537 shares; 2025Q4: not reported; 2026Q1: 2,176 shares; 2026Q2: 2,557 shares 2,557 $432K 0.04% +381 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: 13,748 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,963 shares; 2026Q1: 13,408 shares; 2026Q2: 17,946 shares 17,946 $432K 0.04% +4,538 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares; 2026Q2: 2,138 shares 2,138 $432K 0.04% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,167 shares; 2026Q2: 1,590 shares 1,590 $429K 0.04% +423 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,756 shares; 2024Q4: 19,089 shares; 2025Q1: 17,074 shares; 2025Q2: 17,068 shares; 2025Q3: 16,500 shares; 2025Q4: 15,468 shares; 2026Q1: 3,938 shares; 2026Q2: 1,867 shares 1,867 $429K 0.04% -2,071 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,729 shares; 2024Q4: 14,729 shares; 2025Q1: 14,729 shares; 2025Q2: 14,621 shares; 2025Q3: 14,623 shares; 2025Q4: 14,604 shares; 2026Q1: 8,959 shares; 2026Q2: 8,961 shares 8,961 $428K 0.04% +2 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076 shares; 2026Q2: 1,147 shares 1,147 $428K 0.04% +71 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,167 shares; 2025Q1: 5,532 shares; 2025Q2: 12,150 shares; 2025Q3: 13,595 shares; 2025Q4: 7,824 shares; 2026Q1: 9,450 shares; 2026Q2: 16,478 shares 16,478 $426K 0.04% +7,028 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,507 shares; 2026Q2: 5,086 shares 5,086 $424K 0.04% +1,579 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,688 shares; 2026Q2: 30,465 shares 30,465 $420K 0.04% +12,777 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: not reported; 2024Q4: 2,488 shares; 2025Q1: 2,828 shares; 2025Q2: 2,942 shares; 2025Q3: 3,138 shares; 2025Q4: 3,292 shares; 2026Q1: 4,185 shares; 2026Q2: 3,306 shares 3,306 $418K 0.04% -879 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 1,675 shares 1,675 $411K 0.04% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,252 shares; 2024Q4: 2,470 shares; 2025Q1: 2,308 shares; 2025Q2: 2,706 shares; 2025Q3: 2,808 shares; 2025Q4: 2,587 shares; 2026Q1: 2,766 shares; 2026Q2: 4,227 shares 4,227 $410K 0.04% +1,461 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: 14,455 shares; 2025Q4: 14,656 shares; 2026Q1: 14,656 shares; 2026Q2: 14,656 shares 14,656 $405K 0.04% 0 Timeline BCO BRINKS CO More: the full row for BRINKS 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: 2,624 shares; 2026Q1: 3,158 shares; 2026Q2: 4,285 shares 4,285 $405K 0.04% +1,127 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,147 shares; 2026Q2: 3,633 shares 3,633 $402K 0.04% +1,486 Timeline LRN STRIDE INC More: the full row for STRIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,463 shares; 2025Q1: 2,109 shares; 2025Q2: 2,812 shares; 2025Q3: 4,329 shares; 2025Q4: not reported; 2026Q1: 3,332 shares; 2026Q2: 4,654 shares 4,654 $401K 0.04% +1,322 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: 833 shares; 2024Q4: 875 shares; 2025Q1: 882 shares; 2025Q2: 823 shares; 2025Q3: 810 shares; 2025Q4: 900 shares; 2026Q1: 796 shares; 2026Q2: 799 shares 799 $401K 0.04% +3 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,940 shares; 2024Q4: 37,438 shares; 2025Q1: 3,491 shares; 2025Q2: 5,407 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,006 shares; 2026Q2: 3,837 shares 3,837 $399K 0.04% +831 Timeline COLD AMERICOLD REALTY TRUST INC More: the full row for AMERICOLD REALTY TRUST 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: 21,100 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $399K 0.04% 0 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,845 shares; 2024Q4: 12,760 shares; 2025Q1: 12,670 shares; 2025Q2: 12,565 shares; 2025Q3: 12,215 shares; 2025Q4: 10,020 shares; 2026Q1: 10,020 shares; 2026Q2: 4,994 shares 4,994 $397K 0.04% -5,026 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: 909 shares; 2025Q4: 1,399 shares; 2026Q1: 1,653 shares; 2026Q2: 1,355 shares 1,355 $394K 0.04% -298 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 690 shares; 2026Q2: 795 shares 795 $390K 0.04% +105 Timeline HEFA 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: 49,268 shares; 2025Q2: 12,362 shares; 2025Q3: 11,725 shares; 2025Q4: 8,845 shares; 2026Q1: 8,264 shares; 2026Q2: 8,264 shares 8,264 $388K 0.04% 0 Timeline REPX RILEY EXPLORATION PERMIAN IN More: the full row for RILEY EXPLORATION PERMIAN IN 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: 11,758 shares 11,758 $388K 0.04% new Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS 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: 2,835 shares; 2025Q4: 4,603 shares; 2026Q1: 5,175 shares; 2026Q2: 5,820 shares 5,820 $387K 0.04% +645 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,019 shares; 2024Q4: 10,019 shares; 2025Q1: 10,019 shares; 2025Q2: 10,019 shares; 2025Q3: 10,016 shares; 2025Q4: 11,416 shares; 2026Q1: 11,909 shares; 2026Q2: 14,271 shares 14,271 $385K 0.04% +2,362 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,712 shares 2,712 $384K 0.04% new Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,567 shares 1,567 $384K 0.04% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: not reported; 2026Q1: 1,715 shares; 2026Q2: 2,338 shares 2,338 $384K 0.04% +623 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 1,504 shares 1,504 $383K 0.04% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares; 2026Q2: 2,818 shares 2,818 $382K 0.04% +1,053 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 871 shares; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 730 shares; 2025Q4: 730 shares; 2026Q1: 730 shares; 2026Q2: 730 shares 730 $381K 0.04% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,418 shares 1,418 $381K 0.04% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,753 shares; 2024Q4: 1,752 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares; 2026Q2: 1,660 shares 1,660 $380K 0.04% -46 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares; 2026Q1: 1,132 shares; 2026Q2: 1,683 shares 1,683 $376K 0.04% +551 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,929 shares; 2026Q2: 2,968 shares 2,968 $376K 0.04% +1,039 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,422 shares; 2025Q1: 7,422 shares; 2025Q2: 7,422 shares; 2025Q3: 7,422 shares; 2025Q4: 7,421 shares; 2026Q1: 7,421 shares; 2026Q2: 7,421 shares 7,421 $374K 0.04% 0 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: 3,210 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,606 shares; 2026Q2: 5,062 shares 5,062 $371K 0.04% +1,456 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares; 2026Q2: 1,708 shares 1,708 $364K 0.04% +94 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 29,600 shares 29,600 $362K 0.04% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,041 shares; 2024Q4: 3,065 shares; 2025Q1: 3,065 shares; 2025Q2: 3,065 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,287 shares; 2026Q2: 2,287 shares 2,287 $361K 0.04% 0 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: not reported; 2025Q4: not reported; 2026Q1: 809 shares; 2026Q2: 898 shares 898 $361K 0.04% +89 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,083 shares; 2026Q2: 2,824 shares 2,824 $359K 0.04% +741 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,190 shares 2,190 $358K 0.03% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,168 shares; 2025Q1: 6,168 shares; 2025Q2: 6,168 shares; 2025Q3: 6,168 shares; 2025Q4: 6,168 shares; 2026Q1: 6,168 shares; 2026Q2: 6,168 shares 6,168 $356K 0.03% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,330 shares 8,330 $356K 0.03% new Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,950 shares; 2025Q4: not reported; 2026Q1: 3,970 shares; 2026Q2: 6,970 shares 6,970 $351K 0.03% +3,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares; 2026Q2: 1,621 shares 1,621 $351K 0.03% +38 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: 21,351 shares; 2024Q4: 20,961 shares; 2025Q1: 20,181 shares; 2025Q2: 18,041 shares; 2025Q3: 18,084 shares; 2025Q4: 6,407 shares; 2026Q1: 5,331 shares; 2026Q2: 4,852 shares 4,852 $349K 0.03% -479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,547 shares; 2026Q2: 17,399 shares 17,399 $348K 0.03% +5,852 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,464 shares 1,464 $348K 0.03% new Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,781 shares; 2025Q1: 1,909 shares; 2025Q2: 4,049 shares; 2025Q3: 3,000 shares; 2025Q4: 3,751 shares; 2026Q1: 4,064 shares; 2026Q2: 3,803 shares 3,803 $343K 0.03% -261 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,408 shares 17,408 $343K 0.03% new Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE 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: 917 shares; 2025Q4: 698 shares; 2026Q1: 850 shares; 2026Q2: 1,176 shares 1,176 $342K 0.03% +326 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35,900 shares; 2025Q1: 19,688 shares; 2025Q2: 19,688 shares; 2025Q3: 19,788 shares; 2025Q4: 19,788 shares; 2026Q1: 19,788 shares; 2026Q2: 19,788 shares 19,788 $342K 0.03% 0 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 0.03% new Timeline CPRX CATALYST PHARMACEUTICALS INC More: the full row for CATALYST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,300 shares; 2025Q2: 20,427 shares; 2025Q3: 17,782 shares; 2025Q4: 23,027 shares; 2026Q1: 25,176 shares; 2026Q2: 10,763 shares 10,763 $338K 0.03% -14,413 Timeline SHYD 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: not reported; 2024Q4: 10,755 shares; 2025Q1: 10,755 shares; 2025Q2: 15,200 shares; 2025Q3: 15,200 shares; 2025Q4: 15,200 shares; 2026Q1: 14,760 shares; 2026Q2: 14,760 shares 14,760 $338K 0.03% 0 Timeline PSO PEARSON PLC More: the full row for PEARSON 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: 14,058 shares; 2026Q2: 21,205 shares 21,205 $337K 0.03% +7,147 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,303 shares 2,303 $333K 0.03% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,614 shares 1,614 $332K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,329 shares; 2026Q2: 4,266 shares 4,266 $331K 0.03% +937 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: not reported; 2026Q1: 4,151 shares; 2026Q2: 5,497 shares 5,497 $330K 0.03% +1,346 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 879 shares 879 $330K 0.03% new 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: not reported; 2024Q4: 739 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares; 2026Q1: not reported; 2026Q2: 2,096 shares 2,096 $329K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,799 shares; 2026Q2: 5,330 shares 5,330 $329K 0.03% +1,531 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,522 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $329K 0.03% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,282 shares; 2025Q1: 1,323 shares; 2025Q2: 1,430 shares; 2025Q3: 1,340 shares; 2025Q4: 1,340 shares; 2026Q1: 1,703 shares; 2026Q2: 1,344 shares 1,344 $326K 0.03% -359 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,274 shares; 2024Q4: 10,548 shares; 2025Q1: 12,974 shares; 2025Q2: 12,128 shares; 2025Q3: 13,660 shares; 2025Q4: 13,439 shares; 2026Q1: 12,327 shares; 2026Q2: 13,977 shares 13,977 $323K 0.03% +1,650 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR 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: 13,568 shares; 2025Q4: 13,007 shares; 2026Q1: 14,759 shares; 2026Q2: 15,631 shares 15,631 $321K 0.03% +872 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,401 shares 8,401 $320K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,085 shares 10,085 $316K 0.03% new 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: not reported; 2024Q4: 1,295 shares; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 1,179 shares; 2025Q4: 1,555 shares; 2026Q1: 1,460 shares; 2026Q2: 1,573 shares 1,573 $316K 0.03% +113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,667 shares; 2026Q1: 7,642 shares; 2026Q2: 9,307 shares 9,307 $314K 0.03% +1,665 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,303 shares; 2026Q2: 3,306 shares 3,306 $314K 0.03% +1,003 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: 956 shares; 2025Q3: 994 shares; 2025Q4: 1,025 shares; 2026Q1: 1,032 shares; 2026Q2: 1,033 shares 1,033 $313K 0.03% +1 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 1,304 shares 1,304 $313K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,936 shares; 2025Q1: 6,073 shares; 2025Q2: 5,008 shares; 2025Q3: 4,613 shares; 2025Q4: 4,613 shares; 2026Q1: 4,568 shares; 2026Q2: 4,568 shares 4,568 $312K 0.03% 0 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,689 shares; 2025Q3: 3,115 shares; 2025Q4: 3,598 shares; 2026Q1: 3,948 shares; 2026Q2: 3,097 shares 3,097 $311K 0.03% -851 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,968 shares; 2025Q2: 4,420 shares; 2025Q3: 3,611 shares; 2025Q4: 5,345 shares; 2026Q1: 6,302 shares; 2026Q2: 4,451 shares 4,451 $309K 0.03% -1,851 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,740 shares; 2024Q4: 5,640 shares; 2025Q1: 5,640 shares; 2025Q2: 5,440 shares; 2025Q3: 4,840 shares; 2025Q4: 4,840 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $308K 0.03% 0 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: not reported; 2026Q1: 1,936 shares; 2026Q2: 2,094 shares 2,094 $307K 0.03% +158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,607 shares 2,607 $307K 0.03% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 10,681 shares 10,681 $305K 0.03% new Timeline MRX MAREX GROUP PLC More: the full row for MAREX GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $305K 0.03% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,398 shares 6,398 $304K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,406 shares; 2025Q3: 4,418 shares; 2025Q4: 5,073 shares; 2026Q1: 5,084 shares; 2026Q2: 5,085 shares 5,085 $304K 0.03% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,330 shares; 2026Q2: 9,582 shares 9,582 $303K 0.03% +2,252 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,558 shares 2,558 $303K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $301K 0.03% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,308 shares; 2024Q4: 7,180 shares; 2025Q1: 7,180 shares; 2025Q2: 6,930 shares; 2025Q3: 6,150 shares; 2025Q4: 6,150 shares; 2026Q1: 5,045 shares; 2026Q2: 5,045 shares 5,045 $301K 0.03% 0 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,521 shares 6,521 $300K 0.03% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU 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: 1,729 shares 1,729 $299K 0.03% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,625 shares 16,625 $297K 0.03% new 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: 16,854 shares; 2024Q4: 16,877 shares; 2025Q1: 33,189 shares; 2025Q2: 33,625 shares; 2025Q3: 33,299 shares; 2025Q4: 30,489 shares; 2026Q1: 7,114 shares; 2026Q2: 3,275 shares 3,275 $297K 0.03% -3,839 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: 6,853 shares; 2024Q4: 6,825 shares; 2025Q1: 6,825 shares; 2025Q2: 5,805 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 3,850 shares; 2026Q2: 3,850 shares 3,850 $297K 0.03% 0 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: 1,575 shares; 2026Q2: 2,169 shares 2,169 $297K 0.03% +594 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,828 shares 1,828 $296K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,653 shares; 2026Q2: 3,041 shares 3,041 $296K 0.03% +1,388 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,387 shares; 2026Q2: 50,629 shares 50,629 $295K 0.03% +23,242 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,057 shares; 2024Q4: 7,057 shares; 2025Q1: 7,057 shares; 2025Q2: 7,057 shares; 2025Q3: 7,057 shares; 2025Q4: 7,057 shares; 2026Q1: 6,955 shares; 2026Q2: 6,955 shares 6,955 $293K 0.03% 0 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,300 shares; 2024Q4: 62,300 shares; 2025Q1: 62,300 shares; 2025Q2: 51,259 shares; 2025Q3: 39,650 shares; 2025Q4: 35,275 shares; 2026Q1: 20,341 shares; 2026Q2: 18,529 shares 18,529 $292K 0.03% -1,812 Timeline DEO DIAGEO PLC More: the full row for DIAGEO 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: 2,752 shares; 2026Q2: 3,622 shares 3,622 $291K 0.03% +870 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,176 shares 12,176 $288K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,537 shares; 2026Q2: 9,010 shares 9,010 $288K 0.03% +1,473 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,317 shares; 2026Q2: 1,861 shares 1,861 $287K 0.03% +544 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 1,345 shares; 2026Q2: 1,713 shares 1,713 $283K 0.03% +368 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: 84,024 shares; 2024Q4: 83,518 shares; 2025Q1: 13,210 shares; 2025Q2: 14,634 shares; 2025Q3: 14,118 shares; 2025Q4: 14,848 shares; 2026Q1: 12,697 shares; 2026Q2: 11,457 shares 11,457 $281K 0.03% -1,240 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,096 shares; 2025Q4: 5,116 shares; 2026Q1: 5,091 shares; 2026Q2: 5,091 shares 5,091 $278K 0.03% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,285 shares; 2024Q4: 19,012 shares; 2025Q1: 6,988 shares; 2025Q2: 9,383 shares; 2025Q3: 8,229 shares; 2025Q4: 11,838 shares; 2026Q1: 8,296 shares; 2026Q2: 3,198 shares 3,198 $276K 0.03% -5,098 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: 4,551 shares; 2024Q4: 4,609 shares; 2025Q1: 4,628 shares; 2025Q2: 4,814 shares; 2025Q3: 4,827 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,085 shares 2,085 $272K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,807 shares 10,807 $271K 0.03% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,368 shares 2,368 $268K 0.03% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,000 shares; 2025Q4: not reported; 2026Q1: 2,500 shares; 2026Q2: 2,500 shares 2,500 $266K 0.03% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP 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: 2,910 shares 2,910 $265K 0.03% new Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,004 shares; 2024Q4: 34,816 shares; 2025Q1: 34,689 shares; 2025Q2: 32,722 shares; 2025Q3: 33,439 shares; 2025Q4: 32,901 shares; 2026Q1: 18,079 shares; 2026Q2: 2,098 shares 2,098 $264K 0.03% -15,981 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,795 shares; 2024Q4: 4,918 shares; 2025Q1: 5,383 shares; 2025Q2: 4,983 shares; 2025Q3: 5,352 shares; 2025Q4: 5,227 shares; 2026Q1: 3,661 shares; 2026Q2: 3,033 shares 3,033 $264K 0.03% -628 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: 1,526 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,121 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares; 2026Q1: 1,105 shares; 2026Q2: 1,105 shares 1,105 $261K 0.03% 0 Timeline VPU 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: 1,330 shares; 2026Q1: 1,330 shares; 2026Q2: 1,330 shares 1,330 $260K 0.03% 0 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: 4,677 shares; 2024Q4: 4,677 shares; 2025Q1: 4,062 shares; 2025Q2: 4,062 shares; 2025Q3: 4,062 shares; 2025Q4: 6,093 shares; 2026Q1: 6,093 shares; 2026Q2: 6,093 shares 6,093 $260K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,377 shares; 2025Q3: 2,492 shares; 2025Q4: 2,491 shares; 2026Q1: 2,491 shares; 2026Q2: 2,491 shares 2,491 $259K 0.03% 0 Timeline KGS KODIAK GAS SVCS INC More: the full row for KODIAK GAS SVCS 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: 3,440 shares; 2026Q2: 3,440 shares 3,440 $258K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,149 shares 1,149 $257K 0.03% new Timeline BNO UNITED STS BRENT OIL FD LP More: the full row for UNITED STS BRENT OIL FD LP 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: 6,300 shares 6,300 $256K 0.03% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,093 shares 3,093 $255K 0.02% new 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: 1,150 shares 1,150 $254K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,376 shares 14,376 $253K 0.02% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,879 shares 1,879 $253K 0.02% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 464 shares; 2025Q2: 1,003 shares; 2025Q3: 1,228 shares; 2025Q4: 789 shares; 2026Q1: 918 shares; 2026Q2: 767 shares 767 $253K 0.02% -151 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,612 shares; 2024Q4: 6,807 shares; 2025Q1: 6,914 shares; 2025Q2: 5,063 shares; 2025Q3: 4,547 shares; 2025Q4: 4,025 shares; 2026Q1: 3,791 shares; 2026Q2: 3,791 shares 3,791 $252K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,046 shares; 2026Q2: 6,074 shares 6,074 $251K 0.02% +1,028 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,976 shares; 2026Q2: 3,233 shares 3,233 $249K 0.02% +257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,499 shares 5,499 $248K 0.02% 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: 4,157 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,134 shares 5,134 $246K 0.02% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,462 shares; 2024Q4: 54,642 shares; 2025Q1: 32,759 shares; 2025Q2: 30,156 shares; 2025Q3: 30,156 shares; 2025Q4: 29,026 shares; 2026Q1: 26,026 shares; 2026Q2: 11,676 shares 11,676 $246K 0.02% -14,350 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares; 2026Q2: 13,700 shares 13,700 $245K 0.02% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,565 shares; 2025Q4: 2,565 shares; 2026Q1: 2,565 shares; 2026Q2: 2,565 shares 2,565 $244K 0.02% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 1,322 shares 1,322 $244K 0.02% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,841 shares; 2024Q4: 1,930 shares; 2025Q1: 2,448 shares; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,477 shares; 2026Q1: 1,477 shares; 2026Q2: 1,477 shares 1,477 $243K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,975 shares 8,975 $241K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,772 shares 1,772 $241K 0.02% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V 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: 3,185 shares 3,185 $239K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $237K 0.02% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,478 shares 1,478 $235K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 286 shares; 2026Q1: 310 shares; 2026Q2: 310 shares 310 $234K 0.02% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,693 shares 2,693 $234K 0.02% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 329 shares; 2026Q2: 329 shares 329 $232K 0.02% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,922 shares; 2025Q3: 4,922 shares; 2025Q4: 4,823 shares; 2026Q1: 4,823 shares; 2026Q2: 4,823 shares 4,823 $231K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472 shares; 2024Q4: 533 shares; 2025Q1: not reported; 2025Q2: 671 shares; 2025Q3: 642 shares; 2025Q4: 691 shares; 2026Q1: 1,253 shares; 2026Q2: 1,126 shares 1,126 $231K 0.02% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,144 shares 2,144 $230K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,595 shares; 2026Q2: 23,839 shares 23,839 $228K 0.02% +8,244 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: not reported; 2026Q2: 5,026 shares 5,026 $227K 0.02% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,701 shares 1,701 $226K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,640 shares; 2026Q2: 1,697 shares 1,697 $226K 0.02% +57 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,044 shares; 2025Q3: 7,564 shares; 2025Q4: not reported; 2026Q1: 6,946 shares; 2026Q2: 6,985 shares 6,985 $222K 0.02% +39 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,094 shares; 2026Q2: 2,070 shares 2,070 $221K 0.02% -24 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $221K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,109 shares 5,109 $221K 0.02% new Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,067 shares 4,067 $219K 0.02% new 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: 1,213 shares; 2026Q2: 1,151 shares 1,151 $217K 0.02% -62 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: not reported; 2024Q4: 472 shares; 2025Q1: not reported; 2025Q2: 1,081 shares; 2025Q3: 499 shares; 2025Q4: 476 shares; 2026Q1: 473 shares; 2026Q2: 261 shares 261 $217K 0.02% -212 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS 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: 3,749 shares 3,749 $215K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,317 shares; 2024Q4: 5,247 shares; 2025Q1: 4,642 shares; 2025Q2: 4,311 shares; 2025Q3: 3,968 shares; 2025Q4: 3,878 shares; 2026Q1: not reported; 2026Q2: 3,141 shares 3,141 $210K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,514 shares; 2024Q4: 2,508 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,768 shares; 2025Q4: 5,038 shares; 2026Q1: 3,940 shares; 2026Q2: 3,940 shares 3,940 $209K 0.02% 0 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: not reported; 2025Q4: not reported; 2026Q1: 2,168 shares; 2026Q2: 2,236 shares 2,236 $209K 0.02% +68 Timeline LRGF 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: not reported; 2026Q2: 2,739 shares 2,739 $207K 0.02% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,302 shares; 2024Q4: 5,302 shares; 2025Q1: 3,638 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,782 shares; 2026Q1: 1,207 shares; 2026Q2: 1,075 shares 1,075 $204K 0.02% -132 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,148 shares; 2026Q2: 1,198 shares 1,198 $202K 0.02% +50 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,005 shares 1,005 $201K 0.02% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA 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: not reported; 2026Q1: 12,919 shares; 2026Q2: 21,839 shares 21,839 $192K 0.02% +8,920 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 13,070 shares 13,070 $174K 0.02% new Timeline KEEL KEEL INFRASTRUCTURE CORP More: the full row for KEEL INFRASTRUCTURE 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: 30,000 shares 30,000 $172K 0.02% new Timeline AEG AEGON LTD More: the full row for AEGON 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: 11,513 shares; 2026Q2: 17,553 shares 17,553 $152K 0.01% +6,040 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,565 shares 13,565 $147K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,633 shares 10,633 $119K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON 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: 15,349 shares; 2026Q2: 12,089 shares 12,089 $113K 0.01% -3,260 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING 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: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $103K 0.01% 0 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS 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: 13,000 shares; 2026Q2: 13,000 shares 13,000 $90K 0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 20,000 shares 20,000 $88.8K 0.01% +10,000 Timeline BBD 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,234 shares 20,234 $70.6K 0.01% new Timeline VEEE TWIN VEE POWERCATS CO More: the full row for TWIN VEE POWERCATS 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: not reported; 2026Q2: 10,811 shares 10,811 $56.1K 0.01% new Timeline GGB GERDAU SA More: the full row for GERDAU SA 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: 12,749 shares 12,749 $51.5K 0.01% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $38.5K <0.01% 0 Timeline