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: 340,227 shares; 2024Q4: 360,055 shares; 2025Q1: 400,517 shares; 2025Q2: 406,720 shares; 2025Q3: 450,932 shares; 2025Q4: 469,568 shares; 2026Q1: 495,364 shares; 2026Q2: 557,683 shares 557,683 $383M 22.62% +62,319 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 659,817 shares; 2024Q4: 661,955 shares; 2025Q1: 737,050 shares; 2025Q2: 902,998 shares; 2025Q3: 963,241 shares; 2025Q4: 1,012,021 shares; 2026Q1: 1,127,898 shares; 2026Q2: 1,321,242 shares 1,321,242 $94.1M 5.56% +193,344 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: 376,963 shares; 2024Q4: 396,440 shares; 2025Q1: 414,877 shares; 2025Q2: 420,922 shares; 2025Q3: 460,998 shares; 2025Q4: 492,711 shares; 2026Q1: 524,169 shares; 2026Q2: 535,197 shares 535,197 $53M 3.13% +11,028 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: 123,132 shares; 2024Q4: 122,573 shares; 2025Q1: 124,725 shares; 2025Q2: 124,251 shares; 2025Q3: 124,893 shares; 2025Q4: 123,791 shares; 2026Q1: 123,959 shares; 2026Q2: 122,452 shares 122,452 $50.1M 2.96% -1,507 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: 68,070 shares; 2024Q4: 67,405 shares; 2025Q1: 67,237 shares; 2025Q2: 66,346 shares; 2025Q3: 66,349 shares; 2025Q4: 656,265 shares; 2026Q1: 648,133 shares; 2026Q2: 643,275 shares 643,275 $45.9M 2.71% -4,858 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: 106,168 shares; 2024Q4: 110,246 shares; 2025Q1: 119,578 shares; 2025Q2: 130,094 shares; 2025Q3: 132,034 shares; 2025Q4: 142,218 shares; 2026Q1: 120,688 shares; 2026Q2: 127,320 shares 127,320 $36.8M 2.18% +6,632 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: 84,497 shares; 2024Q4: 95,703 shares; 2025Q1: 94,132 shares; 2025Q2: 84,888 shares; 2025Q3: 90,682 shares; 2025Q4: 92,925 shares; 2026Q1: 89,382 shares; 2026Q2: 92,078 shares 92,078 $33.9M 2% +2,696 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: 362,369 shares; 2024Q4: 418,623 shares; 2025Q1: 384,814 shares; 2025Q2: 397,894 shares; 2025Q3: 395,348 shares; 2025Q4: 387,824 shares; 2026Q1: 395,567 shares; 2026Q2: 308,982 shares 308,982 $32.1M 1.9% -86,585 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: 103,683 shares; 2024Q4: 104,190 shares; 2025Q1: 120,596 shares; 2025Q2: 158,019 shares; 2025Q3: 185,051 shares; 2025Q4: 187,112 shares; 2026Q1: 146,676 shares; 2026Q2: 155,025 shares 155,025 $31M 1.83% +8,349 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: 120,954 shares; 2024Q4: 141,135 shares; 2025Q1: 129,671 shares; 2025Q2: 107,912 shares; 2025Q3: 91,744 shares; 2025Q4: 85,525 shares; 2026Q1: 78,628 shares; 2026Q2: 40,613 shares 40,613 $30.3M 1.79% -38,015 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 465,467 shares; 2024Q4: 307,633 shares; 2025Q1: 308,283 shares; 2025Q2: 307,809 shares; 2025Q3: 308,289 shares; 2025Q4: 308,292 shares; 2026Q1: 307,906 shares; 2026Q2: 307,979 shares 307,979 $27.1M 1.6% +73 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: 87,346 shares; 2024Q4: 91,183 shares; 2025Q1: 119,496 shares; 2025Q2: 200,764 shares; 2025Q3: 203,092 shares; 2025Q4: 257,369 shares; 2026Q1: 289,749 shares; 2026Q2: 282,810 shares 282,810 $26.7M 1.58% -6,939 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,230 shares; 2024Q4: 72,108 shares; 2025Q1: 74,021 shares; 2025Q2: 73,719 shares; 2025Q3: 75,938 shares; 2025Q4: 79,547 shares; 2026Q1: 84,141 shares; 2026Q2: 98,879 shares 98,879 $24.3M 1.44% +14,738 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: 89,160 shares; 2024Q4: 101,575 shares; 2025Q1: 109,402 shares; 2025Q2: 114,944 shares; 2025Q3: 116,027 shares; 2025Q4: 113,675 shares; 2026Q1: 95,386 shares; 2026Q2: 95,715 shares 95,715 $22.8M 1.35% +329 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: 50,470 shares; 2024Q4: 50,760 shares; 2025Q1: 55,915 shares; 2025Q2: 54,174 shares; 2025Q3: 54,791 shares; 2025Q4: 55,683 shares; 2026Q1: 51,355 shares; 2026Q2: 53,247 shares 53,247 $22.4M 1.32% +1,892 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: 42,425 shares; 2024Q4: 41,836 shares; 2025Q1: 40,886 shares; 2025Q2: 40,829 shares; 2025Q3: 41,762 shares; 2025Q4: 42,064 shares; 2026Q1: 42,900 shares; 2026Q2: 165,049 shares 165,049 $20.5M 1.21% +122,149 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: 80,026 shares; 2024Q4: 81,226 shares; 2025Q1: 83,898 shares; 2025Q2: 84,393 shares; 2025Q3: 83,351 shares; 2025Q4: 90,660 shares; 2026Q1: 82,093 shares; 2026Q2: 80,834 shares 80,834 $19.6M 1.16% -1,259 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: 64,211 shares; 2024Q4: 67,443 shares; 2025Q1: 70,676 shares; 2025Q2: 75,494 shares; 2025Q3: 71,300 shares; 2025Q4: 66,155 shares; 2026Q1: 48,045 shares; 2026Q2: 49,445 shares 49,445 $17.7M 1.04% +1,400 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: 229,562 shares; 2024Q4: 204,410 shares; 2025Q1: 183,200 shares; 2025Q2: 189,321 shares; 2025Q3: 193,692 shares; 2025Q4: 202,152 shares; 2026Q1: 215,833 shares; 2026Q2: 225,535 shares 225,535 $15.4M 0.91% +9,702 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: 47,518 shares; 2024Q4: 49,531 shares; 2025Q1: 51,686 shares; 2025Q2: 57,576 shares; 2025Q3: 57,722 shares; 2025Q4: 57,400 shares; 2026Q1: 39,970 shares; 2026Q2: 40,125 shares 40,125 $15M 0.88% +155 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: 125,607 shares; 2024Q4: 142,164 shares; 2025Q1: 142,177 shares; 2025Q2: 142,200 shares; 2025Q3: 142,277 shares; 2025Q4: 142,377 shares; 2026Q1: 142,427 shares; 2026Q2: 144,496 shares 144,496 $14.5M 0.86% +2,069 Timeline MGC 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: 60,803 shares; 2024Q4: 52,763 shares; 2025Q1: 48,592 shares; 2025Q2: 49,095 shares; 2025Q3: 48,967 shares; 2025Q4: 49,829 shares; 2026Q1: 51,151 shares; 2026Q2: 51,215 shares 51,215 $14M 0.83% +64 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,173 shares; 2024Q4: 3,187 shares; 2025Q1: 3,219 shares; 2025Q2: 3,208 shares; 2025Q3: 3,231 shares; 2025Q4: 3,223 shares; 2026Q1: 3,085 shares; 2026Q2: 76,878 shares 76,878 $13.7M 0.81% +73,793 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: 74,398 shares; 2024Q4: 70,607 shares; 2025Q1: 75,539 shares; 2025Q2: 78,172 shares; 2025Q3: 69,010 shares; 2025Q4: 73,254 shares; 2026Q1: 76,511 shares; 2026Q2: 79,845 shares 79,845 $11.8M 0.7% +3,334 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: 27,285 shares; 2024Q4: 27,097 shares; 2025Q1: 27,189 shares; 2025Q2: 29,437 shares; 2025Q3: 29,124 shares; 2025Q4: 29,366 shares; 2026Q1: 28,762 shares; 2026Q2: 28,553 shares 28,553 $11.4M 0.67% -209 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: 94,887 shares; 2024Q4: 95,699 shares; 2025Q1: 101,852 shares; 2025Q2: 105,700 shares; 2025Q3: 106,934 shares; 2025Q4: 115,731 shares; 2026Q1: 113,671 shares; 2026Q2: 114,238 shares 114,238 $10.9M 0.65% +567 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,742 shares; 2024Q4: 6,886 shares; 2025Q1: 6,787 shares; 2025Q2: 6,845 shares; 2025Q3: 7,796 shares; 2025Q4: 9,545 shares; 2026Q1: 14,868 shares; 2026Q2: 14,325 shares 14,325 $10.7M 0.63% -543 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: 158,488 shares; 2026Q2: 206,054 shares 206,054 $10.7M 0.63% +47,566 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: 10,012 shares; 2024Q4: 13,154 shares; 2025Q1: 12,263 shares; 2025Q2: 10,897 shares; 2025Q3: 15,554 shares; 2025Q4: 14,467 shares; 2026Q1: 13,524 shares; 2026Q2: 14,373 shares 14,373 $10.6M 0.63% +849 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: 52,605 shares; 2024Q4: 63,590 shares; 2025Q1: 65,638 shares; 2025Q2: 53,824 shares; 2025Q3: 43,427 shares; 2025Q4: 43,113 shares; 2026Q1: 48,402 shares; 2026Q2: 129,188 shares 129,188 $9.96M 0.59% +80,786 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: 29,105 shares; 2024Q4: 29,001 shares; 2025Q1: 31,658 shares; 2025Q2: 32,451 shares; 2025Q3: 33,012 shares; 2025Q4: 33,800 shares; 2026Q1: 25,987 shares; 2026Q2: 28,069 shares 28,069 $9.92M 0.59% +2,082 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares; 2026Q2: 12 shares 12 $8.99M 0.53% -1 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,532 shares; 2024Q4: 78,430 shares; 2025Q1: 77,624 shares; 2025Q2: 76,632 shares; 2025Q3: 78,514 shares; 2025Q4: 84,560 shares; 2026Q1: 82,863 shares; 2026Q2: 70,762 shares 70,762 $8.31M 0.49% -12,101 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: 7,515 shares; 2024Q4: 8,009 shares; 2025Q1: 7,939 shares; 2025Q2: 22,293 shares; 2025Q3: 21,978 shares; 2025Q4: 22,398 shares; 2026Q1: 21,917 shares; 2026Q2: 21,827 shares 21,827 $7.7M 0.45% -90 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: 2,616 shares; 2024Q4: 2,711 shares; 2025Q1: 2,929 shares; 2025Q2: 3,622 shares; 2025Q3: 3,591 shares; 2025Q4: 4,106 shares; 2026Q1: 3,531 shares; 2026Q2: 7,154 shares 7,154 $7.62M 0.45% +3,623 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: 14,887 shares; 2024Q4: 17,695 shares; 2025Q1: 22,791 shares; 2025Q2: 26,694 shares; 2025Q3: 27,435 shares; 2025Q4: 28,111 shares; 2026Q1: 19,393 shares; 2026Q2: 19,915 shares 19,915 $7.52M 0.44% +522 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: 25,069 shares; 2024Q4: 24,497 shares; 2025Q1: 24,174 shares; 2025Q2: 27,394 shares; 2025Q3: 27,507 shares; 2025Q4: 26,465 shares; 2026Q1: 21,001 shares; 2026Q2: 21,131 shares 21,131 $7.25M 0.43% +130 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,220 shares; 2024Q4: 28,789 shares; 2025Q1: 26,966 shares; 2025Q2: 26,005 shares; 2025Q3: 34,729 shares; 2025Q4: 35,047 shares; 2026Q1: 36,550 shares; 2026Q2: 46,033 shares 46,033 $7.23M 0.43% +9,483 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: 79,463 shares; 2024Q4: 76,818 shares; 2025Q1: 70,348 shares; 2025Q2: 73,030 shares; 2025Q3: 74,071 shares; 2025Q4: 72,662 shares; 2026Q1: 61,439 shares; 2026Q2: 63,381 shares 63,381 $7.18M 0.42% +1,942 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,530 shares; 2026Q2: 73,762 shares 73,762 $6.73M 0.4% +70,232 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,633 shares; 2024Q4: 84,749 shares; 2025Q1: 65,900 shares; 2025Q2: 63,280 shares; 2025Q3: 61,086 shares; 2025Q4: 80,176 shares; 2026Q1: 81,191 shares; 2026Q2: 90,019 shares 90,019 $6.61M 0.39% +8,828 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: 15,464 shares; 2024Q4: 15,722 shares; 2025Q1: 17,841 shares; 2025Q2: 19,478 shares; 2025Q3: 19,853 shares; 2025Q4: 19,837 shares; 2026Q1: 17,412 shares; 2026Q2: 19,143 shares 19,143 $6.27M 0.37% +1,731 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: 33,403 shares; 2024Q4: 31,156 shares; 2025Q1: 34,634 shares; 2025Q2: 35,019 shares; 2025Q3: 34,843 shares; 2025Q4: 32,376 shares; 2026Q1: 25,357 shares; 2026Q2: 24,474 shares 24,474 $6.22M 0.37% -883 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,232 shares; 2024Q4: 165,892 shares; 2025Q1: 168,272 shares; 2025Q2: 152,176 shares; 2025Q3: 163,201 shares; 2025Q4: 160,675 shares; 2026Q1: 145,401 shares; 2026Q2: 115,668 shares 115,668 $6.18M 0.37% -29,733 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: 12,380 shares; 2024Q4: 11,821 shares; 2025Q1: 13,729 shares; 2025Q2: 15,436 shares; 2025Q3: 15,162 shares; 2025Q4: 14,630 shares; 2026Q1: 11,011 shares; 2026Q2: 10,791 shares 10,791 $6.08M 0.36% -220 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: 10,054 shares; 2024Q4: 10,659 shares; 2025Q1: 11,992 shares; 2025Q2: 13,777 shares; 2025Q3: 13,179 shares; 2025Q4: 13,388 shares; 2026Q1: 10,929 shares; 2026Q2: 11,988 shares 11,988 $6M 0.35% +1,059 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 162,221 shares; 2024Q4: 180,684 shares; 2025Q1: 203,096 shares; 2025Q2: 202,658 shares; 2025Q3: 219,601 shares; 2025Q4: 234,626 shares; 2026Q1: 217,171 shares; 2026Q2: 235,009 shares 235,009 $5.85M 0.35% +17,838 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: 12,912 shares; 2024Q4: 13,469 shares; 2025Q1: 13,063 shares; 2025Q2: 12,827 shares; 2025Q3: 12,845 shares; 2025Q4: 14,249 shares; 2026Q1: 14,667 shares; 2026Q2: 15,716 shares 15,716 $5.82M 0.34% +1,049 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: 60,733 shares; 2024Q4: 62,055 shares; 2025Q1: 67,348 shares; 2025Q2: 53,562 shares; 2025Q3: 49,061 shares; 2025Q4: 39,852 shares; 2026Q1: 33,729 shares; 2026Q2: 30,749 shares 30,749 $5.42M 0.32% -2,980 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,588 shares; 2024Q4: 29,597 shares; 2025Q1: 30,794 shares; 2025Q2: 40,280 shares; 2025Q3: 40,189 shares; 2025Q4: 74,925 shares; 2026Q1: 27,838 shares; 2026Q2: 28,112 shares 28,112 $5.36M 0.32% +274 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,202 shares; 2025Q3: 51,428 shares; 2025Q4: 51,288 shares; 2026Q1: 51,341 shares; 2026Q2: 52,032 shares 52,032 $5.29M 0.31% +691 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; 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: 38,370 shares; 2026Q2: 104,803 shares 104,803 $5.14M 0.3% +66,433 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: 3,546 shares; 2024Q4: 5,753 shares; 2025Q1: 5,727 shares; 2025Q2: 5,449 shares; 2025Q3: 5,175 shares; 2025Q4: 5,006 shares; 2026Q1: 4,534 shares; 2026Q2: 4,372 shares 4,372 $5.05M 0.3% -162 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,507 shares; 2024Q4: 28,838 shares; 2025Q1: 31,572 shares; 2025Q2: 30,862 shares; 2025Q3: 32,724 shares; 2025Q4: 35,128 shares; 2026Q1: 44,489 shares; 2026Q2: 51,627 shares 51,627 $4.98M 0.29% +7,138 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: 12,661 shares; 2024Q4: 12,635 shares; 2025Q1: 12,615 shares; 2025Q2: 16,298 shares; 2025Q3: 16,185 shares; 2025Q4: 15,634 shares; 2026Q1: 14,917 shares; 2026Q2: 15,520 shares 15,520 $4.89M 0.29% +603 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: 41,255 shares; 2024Q4: 41,027 shares; 2025Q1: 52,330 shares; 2025Q2: 59,171 shares; 2025Q3: 60,823 shares; 2025Q4: 51,571 shares; 2026Q1: 39,387 shares; 2026Q2: 36,633 shares 36,633 $4.71M 0.28% -2,754 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,326 shares; 2024Q4: 12,837 shares; 2025Q1: 14,097 shares; 2025Q2: 14,169 shares; 2025Q3: 14,557 shares; 2025Q4: 14,694 shares; 2026Q1: 14,643 shares; 2026Q2: 15,283 shares 15,283 $4.68M 0.28% +640 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,883 shares; 2024Q4: 55,531 shares; 2025Q1: 36,129 shares; 2025Q2: 42,234 shares; 2025Q3: 38,256 shares; 2025Q4: 38,398 shares; 2026Q1: 54,790 shares; 2026Q2: 55,340 shares 55,340 $4.54M 0.27% +550 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: 2,897 shares; 2024Q4: 3,001 shares; 2025Q1: 3,533 shares; 2025Q2: 3,588 shares; 2025Q3: 3,609 shares; 2025Q4: 4,085 shares; 2026Q1: 2,671 shares; 2026Q2: 3,650 shares 3,650 $4.38M 0.26% +979 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: 5,034 shares; 2024Q4: 7,681 shares; 2025Q1: 8,240 shares; 2025Q2: 8,232 shares; 2025Q3: 8,372 shares; 2025Q4: 8,390 shares; 2026Q1: 8,399 shares; 2026Q2: 50,420 shares 50,420 $4.34M 0.26% +42,021 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: 13,638 shares; 2024Q4: 14,225 shares; 2025Q1: 15,278 shares; 2025Q2: 15,845 shares; 2025Q3: 15,610 shares; 2025Q4: 15,896 shares; 2026Q1: 14,873 shares; 2026Q2: 15,208 shares 15,208 $4.28M 0.25% +335 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,267 shares; 2024Q4: 37,749 shares; 2025Q1: 37,749 shares; 2025Q2: 38,439 shares; 2025Q3: 38,439 shares; 2025Q4: 39,154 shares; 2026Q1: 39,154 shares; 2026Q2: 39,754 shares 39,754 $4.09M 0.24% +600 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: 57,447 shares; 2024Q4: 58,828 shares; 2025Q1: 48,273 shares; 2025Q2: 40,076 shares; 2025Q3: 40,640 shares; 2025Q4: 41,497 shares; 2026Q1: 44,144 shares; 2026Q2: 47,377 shares 47,377 $3.92M 0.23% +3,233 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: 28,040 shares; 2024Q4: 30,175 shares; 2025Q1: 32,416 shares; 2025Q2: 34,192 shares; 2025Q3: 33,892 shares; 2025Q4: 34,141 shares; 2026Q1: 33,253 shares; 2026Q2: 32,789 shares 32,789 $3.85M 0.23% -464 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: 25,221 shares; 2024Q4: 25,186 shares; 2025Q1: 28,465 shares; 2025Q2: 51,770 shares; 2025Q3: 49,913 shares; 2025Q4: 51,347 shares; 2026Q1: 44,966 shares; 2026Q2: 47,281 shares 47,281 $3.84M 0.23% +2,315 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,668 shares; 2024Q4: 53,987 shares; 2025Q1: 53,751 shares; 2025Q2: 97,116 shares; 2025Q3: 97,823 shares; 2025Q4: 90,744 shares; 2026Q1: 82,297 shares; 2026Q2: 78,203 shares 78,203 $3.76M 0.22% -4,094 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: 10,314 shares; 2024Q4: 9,138 shares; 2025Q1: 10,578 shares; 2025Q2: 10,750 shares; 2025Q3: 10,585 shares; 2025Q4: 8,926 shares; 2026Q1: 7,812 shares; 2026Q2: 7,207 shares 7,207 $3.74M 0.22% -605 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: 5,383 shares; 2025Q1: 6,821 shares; 2025Q2: 8,194 shares; 2025Q3: 8,593 shares; 2025Q4: 9,649 shares; 2026Q1: 10,090 shares; 2026Q2: 8,581 shares 8,581 $3.72M 0.22% -1,509 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: 18,031 shares; 2024Q4: 18,015 shares; 2025Q1: 17,904 shares; 2025Q2: 17,930 shares; 2025Q3: 17,902 shares; 2025Q4: 16,986 shares; 2026Q1: 13,924 shares; 2026Q2: 13,562 shares 13,562 $3.67M 0.22% -362 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,114 shares; 2024Q4: 11,138 shares; 2025Q1: 12,945 shares; 2025Q2: 11,323 shares; 2025Q3: 11,287 shares; 2025Q4: 11,256 shares; 2026Q1: 12,599 shares; 2026Q2: 12,493 shares 12,493 $3.63M 0.21% -106 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: 8,253 shares; 2024Q4: 8,525 shares; 2025Q1: 8,489 shares; 2025Q2: 10,134 shares; 2025Q3: 10,298 shares; 2025Q4: 9,694 shares; 2026Q1: 7,706 shares; 2026Q2: 7,069 shares 7,069 $3.54M 0.21% -637 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: 27,769 shares; 2024Q4: 29,858 shares; 2025Q1: 30,087 shares; 2025Q2: 31,675 shares; 2025Q3: 31,530 shares; 2025Q4: 30,527 shares; 2026Q1: 27,559 shares; 2026Q2: 18,985 shares 18,985 $3.51M 0.21% -8,574 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,526 shares; 2024Q4: 12,509 shares; 2025Q1: 12,489 shares; 2025Q2: 12,535 shares; 2025Q3: 12,461 shares; 2025Q4: 11,927 shares; 2026Q1: 10,349 shares; 2026Q2: 9,858 shares 9,858 $3.39M 0.2% -491 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,852 shares; 2024Q4: 4,727 shares; 2025Q1: 4,685 shares; 2025Q2: 5,810 shares; 2025Q3: 5,659 shares; 2025Q4: 5,617 shares; 2026Q1: 4,420 shares; 2026Q2: 4,683 shares 4,683 $3.39M 0.2% +263 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: 8,216 shares; 2024Q4: 9,348 shares; 2025Q1: 1,120 shares; 2025Q2: 1,084 shares; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 5,778 shares; 2026Q2: 5,224 shares 5,224 $3.35M 0.2% -554 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,487 shares; 2024Q4: 37,455 shares; 2025Q1: 37,277 shares; 2025Q2: 37,051 shares; 2025Q3: 38,195 shares; 2025Q4: 40,200 shares; 2026Q1: 36,342 shares; 2026Q2: 33,550 shares 33,550 $3.25M 0.19% -2,792 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: 10,690 shares; 2024Q4: 10,264 shares; 2025Q1: 10,374 shares; 2025Q2: 10,273 shares; 2025Q3: 10,202 shares; 2025Q4: 9,145 shares; 2026Q1: 8,154 shares; 2026Q2: 7,780 shares 7,780 $3.23M 0.19% -374 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: 19,207 shares; 2024Q4: 17,693 shares; 2025Q1: 21,487 shares; 2025Q2: 24,396 shares; 2025Q3: 26,093 shares; 2025Q4: 26,200 shares; 2026Q1: 23,573 shares; 2026Q2: 23,490 shares 23,490 $3.21M 0.19% -83 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,689 shares; 2026Q1: 31,786 shares; 2026Q2: 42,139 shares 42,139 $3.21M 0.19% +10,353 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: 12,906 shares; 2024Q4: 13,228 shares; 2025Q1: 13,506 shares; 2025Q2: 12,709 shares; 2025Q3: 13,018 shares; 2025Q4: 12,875 shares; 2026Q1: 12,923 shares; 2026Q2: 14,306 shares 14,306 $3.12M 0.18% +1,383 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,883 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,909 shares; 2025Q3: 1,905 shares; 2025Q4: 1,901 shares; 2026Q1: 1,812 shares; 2026Q2: 1,809 shares 1,809 $3.07M 0.18% -3 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: 5,021 shares; 2024Q4: 4,677 shares; 2025Q1: 4,908 shares; 2025Q2: 6,138 shares; 2025Q3: 6,317 shares; 2025Q4: 6,411 shares; 2026Q1: 4,790 shares; 2026Q2: 5,262 shares 5,262 $3.06M 0.18% +472 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: 9,642 shares; 2024Q4: 10,275 shares; 2025Q1: 11,479 shares; 2025Q2: 11,955 shares; 2025Q3: 11,868 shares; 2025Q4: 11,830 shares; 2026Q1: 10,907 shares; 2026Q2: 11,997 shares 11,997 $3.02M 0.18% +1,090 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: 27,098 shares; 2024Q4: 27,146 shares; 2025Q1: 27,148 shares; 2025Q2: 27,491 shares; 2025Q3: 27,399 shares; 2025Q4: 25,414 shares; 2026Q1: 22,799 shares; 2026Q2: 23,963 shares 23,963 $2.95M 0.17% +1,164 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: 9,103 shares; 2024Q4: 9,385 shares; 2025Q1: 10,083 shares; 2025Q2: 10,086 shares; 2025Q3: 13,818 shares; 2025Q4: 13,890 shares; 2026Q1: 13,393 shares; 2026Q2: 13,423 shares 13,423 $2.95M 0.17% +30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,621 shares; 2026Q2: 17,621 shares 17,621 $2.89M 0.17% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,458 shares; 2024Q4: 22,169 shares; 2025Q1: 20,388 shares; 2025Q2: 18,244 shares; 2025Q3: 18,372 shares; 2025Q4: 18,844 shares; 2026Q1: 19,045 shares; 2026Q2: 21,446 shares 21,446 $2.82M 0.17% +2,401 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,952 shares; 2024Q4: 27,626 shares; 2025Q1: 27,543 shares; 2025Q2: 26,418 shares; 2025Q3: 25,480 shares; 2025Q4: 25,818 shares; 2026Q1: 24,968 shares; 2026Q2: 24,851 shares 24,851 $2.71M 0.16% -117 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: 5,528 shares; 2024Q4: 5,935 shares; 2025Q1: 5,837 shares; 2025Q2: 6,318 shares; 2025Q3: 5,839 shares; 2025Q4: 5,720 shares; 2026Q1: 5,874 shares; 2026Q2: 8,924 shares 8,924 $2.7M 0.16% +3,050 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,105 shares; 2024Q4: 7,110 shares; 2025Q1: 7,122 shares; 2025Q2: 7,077 shares; 2025Q3: 7,463 shares; 2025Q4: 7,888 shares; 2026Q1: 8,847 shares; 2026Q2: 7,701 shares 7,701 $2.61M 0.15% -1,146 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: 17,920 shares; 2024Q4: 17,647 shares; 2025Q1: 17,148 shares; 2025Q2: 16,664 shares; 2025Q3: 16,327 shares; 2025Q4: 13,812 shares; 2026Q1: 13,405 shares; 2026Q2: 11,522 shares 11,522 $2.58M 0.15% -1,883 Timeline SDVY 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: 47,497 shares; 2024Q4: 52,120 shares; 2025Q1: 53,734 shares; 2025Q2: 50,070 shares; 2025Q3: 52,888 shares; 2025Q4: 53,856 shares; 2026Q1: 55,393 shares; 2026Q2: 59,774 shares 59,774 $2.58M 0.15% +4,381 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,099 shares; 2025Q1: 1,554 shares; 2025Q2: 8,656 shares; 2025Q3: 8,707 shares; 2025Q4: 8,334 shares; 2026Q1: 7,750 shares; 2026Q2: 14,912 shares 14,912 $2.54M 0.15% +7,162 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: 10,552 shares; 2024Q4: 10,011 shares; 2025Q1: 10,927 shares; 2025Q2: 11,616 shares; 2025Q3: 11,582 shares; 2025Q4: 11,624 shares; 2026Q1: 11,740 shares; 2026Q2: 13,359 shares 13,359 $2.53M 0.15% +1,619 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: 3,861 shares; 2025Q1: 4,674 shares; 2025Q2: 20,450 shares; 2025Q3: 18,380 shares; 2025Q4: 18,735 shares; 2026Q1: 14,850 shares; 2026Q2: 14,906 shares 14,906 $2.53M 0.15% +56 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,454 shares; 2026Q2: 26,454 shares 26,454 $2.52M 0.15% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,571 shares; 2024Q4: 6,423 shares; 2025Q1: 6,379 shares; 2025Q2: 8,495 shares; 2025Q3: 8,065 shares; 2025Q4: 9,012 shares; 2026Q1: 10,545 shares; 2026Q2: 10,566 shares 10,566 $2.5M 0.15% +21 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: 26,399 shares; 2024Q4: 24,232 shares; 2025Q1: 25,204 shares; 2025Q2: 25,714 shares; 2025Q3: 25,643 shares; 2025Q4: 25,485 shares; 2026Q1: 24,917 shares; 2026Q2: 25,938 shares 25,938 $2.5M 0.15% +1,021 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,378 shares; 2024Q4: 95,324 shares; 2025Q1: 96,360 shares; 2025Q2: 93,360 shares; 2025Q3: 94,813 shares; 2025Q4: 122,554 shares; 2026Q1: 137,359 shares; 2026Q2: 123,752 shares 123,752 $2.42M 0.14% -13,607 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: 3,819 shares; 2024Q4: 4,276 shares; 2025Q1: 5,429 shares; 2025Q2: 6,174 shares; 2025Q3: 5,991 shares; 2025Q4: 38,400 shares; 2026Q1: 41,464 shares; 2026Q2: 56,464 shares 56,464 $2.41M 0.14% +15,000 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,590 shares; 2024Q4: 36,272 shares; 2025Q1: 39,751 shares; 2025Q2: 43,686 shares; 2025Q3: 44,738 shares; 2025Q4: 48,758 shares; 2026Q1: 41,413 shares; 2026Q2: 42,208 shares 42,208 $2.41M 0.14% +795 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,371 shares; 2024Q4: 1,514 shares; 2025Q1: 1,615 shares; 2025Q2: 1,756 shares; 2025Q3: 1,822 shares; 2025Q4: 1,782 shares; 2026Q1: 6,681 shares; 2026Q2: 5,736 shares 5,736 $2.34M 0.14% -945 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: 11,744 shares; 2024Q4: 12,270 shares; 2025Q1: 12,477 shares; 2025Q2: 13,362 shares; 2025Q3: 12,976 shares; 2025Q4: 13,173 shares; 2026Q1: 10,446 shares; 2026Q2: 10,312 shares 10,312 $2.27M 0.13% -134 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 17,794 shares; 2025Q1: 18,634 shares; 2025Q2: 18,573 shares; 2025Q3: 19,309 shares; 2025Q4: 19,216 shares; 2026Q1: 19,161 shares; 2026Q2: 18,590 shares 18,590 $2.26M 0.13% -571 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: 13,849 shares; 2024Q4: 14,572 shares; 2025Q1: 15,176 shares; 2025Q2: 17,294 shares; 2025Q3: 17,286 shares; 2025Q4: 17,367 shares; 2026Q1: 17,522 shares; 2026Q2: 18,078 shares 18,078 $2.25M 0.13% +556 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,220 shares; 2025Q4: 8,964 shares; 2026Q1: 15,388 shares; 2026Q2: 76,330 shares 76,330 $2.25M 0.13% +60,942 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,962 shares; 2024Q4: 6,949 shares; 2025Q1: 6,949 shares; 2025Q2: 7,368 shares; 2025Q3: 7,350 shares; 2025Q4: 7,381 shares; 2026Q1: 7,557 shares; 2026Q2: 7,047 shares 7,047 $2.22M 0.13% -510 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,973 shares; 2024Q4: 19,031 shares; 2025Q1: 18,867 shares; 2025Q2: 21,247 shares; 2025Q3: 22,828 shares; 2025Q4: 21,533 shares; 2026Q1: 16,510 shares; 2026Q2: 17,554 shares 17,554 $2.18M 0.13% +1,044 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,734 shares; 2024Q4: 23,382 shares; 2025Q1: 33,096 shares; 2025Q2: 41,051 shares; 2025Q3: 41,084 shares; 2025Q4: 43,554 shares; 2026Q1: 42,599 shares; 2026Q2: 47,735 shares 47,735 $2.18M 0.13% +5,136 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,009 shares; 2024Q4: 78,214 shares; 2025Q1: 59,141 shares; 2025Q2: 58,654 shares; 2025Q3: 58,091 shares; 2025Q4: 57,857 shares; 2026Q1: 57,438 shares; 2026Q2: 78,688 shares 78,688 $2.18M 0.13% +21,250 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91 shares; 2024Q4: 95 shares; 2025Q1: 102 shares; 2025Q2: 118 shares; 2025Q3: 122 shares; 2025Q4: 423 shares; 2026Q1: 367 shares; 2026Q2: 668 shares 668 $2.13M 0.13% +301 Timeline DFAU 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: 38,336 shares; 2024Q4: 37,319 shares; 2025Q1: 36,843 shares; 2025Q2: 36,048 shares; 2025Q3: 34,401 shares; 2025Q4: 37,212 shares; 2026Q1: 37,449 shares; 2026Q2: 39,188 shares 39,188 $2.03M 0.12% +1,739 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: 23,091 shares; 2024Q4: 22,781 shares; 2025Q1: 22,663 shares; 2025Q2: 22,015 shares; 2025Q3: 20,935 shares; 2025Q4: 21,165 shares; 2026Q1: 22,834 shares; 2026Q2: 22,843 shares 22,843 $1.97M 0.12% +9 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: 2,072 shares; 2024Q4: 2,269 shares; 2025Q1: 2,614 shares; 2025Q2: 2,763 shares; 2025Q3: 2,725 shares; 2025Q4: 2,671 shares; 2026Q1: 1,910 shares; 2026Q2: 2,045 shares 2,045 $1.91M 0.11% +135 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: 24,255 shares; 2024Q4: 24,239 shares; 2025Q1: 24,239 shares; 2025Q2: 24,239 shares; 2025Q3: 24,239 shares; 2025Q4: 24,239 shares; 2026Q1: 24,309 shares; 2026Q2: 24,979 shares 24,979 $1.91M 0.11% +670 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: 959 shares; 2024Q4: 1,923 shares; 2025Q1: 2,542 shares; 2025Q2: 2,810 shares; 2025Q3: 2,690 shares; 2025Q4: 2,862 shares; 2026Q1: 2,576 shares; 2026Q2: 5,405 shares 5,405 $1.84M 0.11% +2,829 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: 12,335 shares; 2025Q2: 9,756 shares; 2025Q3: 9,858 shares; 2025Q4: 11,199 shares; 2026Q1: 8,863 shares; 2026Q2: 13,116 shares 13,116 $1.83M 0.11% +4,253 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,532 shares; 2024Q4: 54,889 shares; 2025Q1: 53,654 shares; 2025Q2: 54,851 shares; 2025Q3: 54,938 shares; 2025Q4: 51,458 shares; 2026Q1: 50,886 shares; 2026Q2: 51,802 shares 51,802 $1.8M 0.11% +916 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: 84,120 shares; 2024Q4: 79,130 shares; 2025Q1: 161,480 shares; 2025Q2: 233,576 shares; 2025Q3: 186,515 shares; 2025Q4: 146,413 shares; 2026Q1: 73,631 shares; 2026Q2: 78,171 shares 78,171 $1.78M 0.11% +4,540 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: 510 shares; 2024Q4: 639 shares; 2025Q1: 699 shares; 2025Q2: 754 shares; 2025Q3: 735 shares; 2025Q4: 814 shares; 2026Q1: 525 shares; 2026Q2: 5,885 shares 5,885 $1.78M 0.1% +5,360 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: 13,185 shares; 2024Q4: 13,949 shares; 2025Q1: 15,278 shares; 2025Q2: 17,310 shares; 2025Q3: 17,560 shares; 2025Q4: 18,457 shares; 2026Q1: 15,366 shares; 2026Q2: 15,051 shares 15,051 $1.76M 0.1% -315 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: 12,617 shares; 2024Q4: 12,969 shares; 2025Q1: 14,694 shares; 2025Q2: 17,279 shares; 2025Q3: 17,166 shares; 2025Q4: 15,284 shares; 2026Q1: 11,668 shares; 2026Q2: 11,749 shares 11,749 $1.72M 0.1% +81 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: 30,077 shares; 2024Q4: 29,224 shares; 2025Q1: 25,023 shares; 2025Q2: 24,233 shares; 2025Q3: 24,659 shares; 2025Q4: 27,918 shares; 2026Q1: 28,222 shares; 2026Q2: 28,827 shares 28,827 $1.72M 0.1% +605 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,579 shares; 2025Q1: 13,649 shares; 2025Q2: 24,193 shares; 2025Q3: 42,145 shares; 2025Q4: 42,620 shares; 2026Q1: 33,269 shares; 2026Q2: 33,428 shares 33,428 $1.71M 0.1% +159 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,560 shares; 2024Q4: 48,403 shares; 2025Q1: 48,410 shares; 2025Q2: 48,421 shares; 2025Q3: 46,436 shares; 2025Q4: 44,394 shares; 2026Q1: 43,673 shares; 2026Q2: 49,592 shares 49,592 $1.68M 0.1% +5,919 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: 15,852 shares; 2024Q4: 15,752 shares; 2025Q1: 6,089 shares; 2025Q2: 9,433 shares; 2025Q3: 8,362 shares; 2025Q4: 8,465 shares; 2026Q1: 5,918 shares; 2026Q2: 5,579 shares 5,579 $1.68M 0.1% -339 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE 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: 33,348 shares 33,348 $1.64M 0.1% new 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: 4,133 shares; 2024Q4: 4,492 shares; 2025Q1: 5,063 shares; 2025Q2: 5,597 shares; 2025Q3: 5,528 shares; 2025Q4: 5,412 shares; 2026Q1: 2,966 shares; 2026Q2: 3,180 shares 3,180 $1.63M 0.1% +214 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 872 shares; 2024Q4: 1,090 shares; 2025Q1: 1,360 shares; 2025Q2: 1,742 shares; 2025Q3: 1,785 shares; 2025Q4: 1,884 shares; 2026Q1: 1,274 shares; 2026Q2: 1,362 shares 1,362 $1.6M 0.09% +88 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: 6,132 shares; 2024Q4: 6,029 shares; 2025Q1: 7,621 shares; 2025Q2: 6,920 shares; 2025Q3: 8,218 shares; 2025Q4: 8,640 shares; 2026Q1: 8,543 shares; 2026Q2: 9,642 shares 9,642 $1.6M 0.09% +1,099 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: 11,069 shares; 2024Q4: 10,400 shares; 2025Q1: 9,868 shares; 2025Q2: 9,913 shares; 2025Q3: 9,956 shares; 2025Q4: 10,007 shares; 2026Q1: 10,045 shares; 2026Q2: 10,073 shares 10,073 $1.57M 0.09% +28 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,206 shares; 2024Q4: 10,795 shares; 2025Q1: 10,747 shares; 2025Q2: 10,657 shares; 2025Q3: 10,657 shares; 2025Q4: 10,657 shares; 2026Q1: 10,638 shares; 2026Q2: 10,638 shares 10,638 $1.57M 0.09% 0 Timeline KBWB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,799 shares; 2025Q4: 28,424 shares; 2026Q1: 16,109 shares; 2026Q2: 16,626 shares 16,626 $1.55M 0.09% +517 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,088 shares; 2024Q4: 42,098 shares; 2025Q1: 40,403 shares; 2025Q2: 38,878 shares; 2025Q3: 34,390 shares; 2025Q4: 33,474 shares; 2026Q1: 32,485 shares; 2026Q2: 32,402 shares 32,402 $1.55M 0.09% -83 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: 4,288 shares; 2024Q4: 4,779 shares; 2025Q1: 5,573 shares; 2025Q2: 6,779 shares; 2025Q3: 7,069 shares; 2025Q4: 7,276 shares; 2026Q1: 3,736 shares; 2026Q2: 4,087 shares 4,087 $1.53M 0.09% +351 Timeline DFAI 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: 38,664 shares; 2024Q4: 39,123 shares; 2025Q1: 38,464 shares; 2025Q2: 37,050 shares; 2025Q3: 36,610 shares; 2025Q4: 38,234 shares; 2026Q1: 36,257 shares; 2026Q2: 36,315 shares 36,315 $1.5M 0.09% +58 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,750 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares; 2026Q2: 9,100 shares 9,100 $1.49M 0.09% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,088 shares; 2024Q4: 19,114 shares; 2025Q1: 13,754 shares; 2025Q2: 20,410 shares; 2025Q3: 18,096 shares; 2025Q4: 17,951 shares; 2026Q1: 19,293 shares; 2026Q2: 18,033 shares 18,033 $1.48M 0.09% -1,260 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: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,607 shares; 2025Q2: 3,631 shares; 2025Q3: 3,631 shares; 2025Q4: 3,418 shares; 2026Q1: 3,086 shares; 2026Q2: 2,899 shares 2,899 $1.47M 0.09% -187 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: 6,786 shares; 2024Q4: 6,912 shares; 2025Q1: 8,875 shares; 2025Q2: 8,875 shares; 2025Q3: 13,085 shares; 2025Q4: 14,051 shares; 2026Q1: 14,319 shares; 2026Q2: 15,159 shares 15,159 $1.46M 0.09% +840 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,563 shares; 2024Q4: 22,310 shares; 2025Q1: 22,437 shares; 2025Q2: 22,512 shares; 2025Q3: 22,590 shares; 2025Q4: 25,876 shares; 2026Q1: 15,375 shares; 2026Q2: 16,781 shares 16,781 $1.46M 0.09% +1,406 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: 2,429 shares; 2024Q4: 20,022 shares; 2025Q1: 11,161 shares; 2025Q2: 3,978 shares; 2025Q3: 3,977 shares; 2025Q4: 3,815 shares; 2026Q1: 6,946 shares; 2026Q2: 7,760 shares 7,760 $1.44M 0.08% +814 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: 8,546 shares; 2024Q4: 8,982 shares; 2025Q1: 8,040 shares; 2025Q2: 9,264 shares; 2025Q3: 9,048 shares; 2025Q4: 8,677 shares; 2026Q1: 3,159 shares; 2026Q2: 2,961 shares 2,961 $1.41M 0.08% -198 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,357 shares; 2024Q4: 9,686 shares; 2025Q1: 11,169 shares; 2025Q2: 12,093 shares; 2025Q3: 13,020 shares; 2025Q4: 12,590 shares; 2026Q1: 9,268 shares; 2026Q2: 9,538 shares 9,538 $1.4M 0.08% +270 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: 18,480 shares; 2024Q4: 17,239 shares; 2025Q1: 17,797 shares; 2025Q2: 18,293 shares; 2025Q3: 17,759 shares; 2025Q4: 15,848 shares; 2026Q1: 13,079 shares; 2026Q2: 13,668 shares 13,668 $1.4M 0.08% +589 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495 shares; 2026Q2: 607 shares 607 $1.38M 0.08% +112 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,554 shares; 2024Q4: 8,596 shares; 2025Q1: 8,614 shares; 2025Q2: 8,642 shares; 2025Q3: 11,141 shares; 2025Q4: 11,196 shares; 2026Q1: 8,721 shares; 2026Q2: 8,741 shares 8,741 $1.37M 0.08% +20 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: 10,259 shares; 2024Q4: 10,529 shares; 2025Q1: 14,604 shares; 2025Q2: 21,738 shares; 2025Q3: 14,768 shares; 2025Q4: 30,585 shares; 2026Q1: 27,024 shares; 2026Q2: 25,830 shares 25,830 $1.37M 0.08% -1,194 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: 1,138 shares; 2024Q4: 1,110 shares; 2025Q1: 1,211 shares; 2025Q2: 1,394 shares; 2025Q3: 1,362 shares; 2025Q4: 1,371 shares; 2026Q1: 707 shares; 2026Q2: 669 shares 669 $1.33M 0.08% -38 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: 4,774 shares; 2024Q4: 3,948 shares; 2025Q1: 5,149 shares; 2025Q2: 7,042 shares; 2025Q3: 6,889 shares; 2025Q4: 6,656 shares; 2026Q1: 6,910 shares; 2026Q2: 7,128 shares 7,128 $1.29M 0.08% +218 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,667 shares; 2024Q4: 6,046 shares; 2025Q1: 6,140 shares; 2025Q2: 6,865 shares; 2025Q3: 4,549 shares; 2025Q4: 4,401 shares; 2026Q1: 2,804 shares; 2026Q2: 3,098 shares 3,098 $1.29M 0.08% +294 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,897 shares; 2024Q4: 28,420 shares; 2025Q1: 33,597 shares; 2025Q2: 33,613 shares; 2025Q3: 35,153 shares; 2025Q4: 61,139 shares; 2026Q1: 65,633 shares; 2026Q2: 63,710 shares 63,710 $1.25M 0.07% -1,923 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,571 shares; 2024Q4: 41,785 shares; 2025Q1: 41,944 shares; 2025Q2: 40,090 shares; 2025Q3: 40,587 shares; 2025Q4: 41,725 shares; 2026Q1: 43,313 shares; 2026Q2: 40,968 shares 40,968 $1.24M 0.07% -2,345 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: 9,022 shares; 2024Q4: 9,226 shares; 2025Q1: 10,292 shares; 2025Q2: 10,892 shares; 2025Q3: 14,196 shares; 2025Q4: 21,773 shares; 2026Q1: 23,830 shares; 2026Q2: 27,139 shares 27,139 $1.23M 0.07% +3,309 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,115 shares; 2025Q4: 3,164 shares; 2026Q1: 3,014 shares; 2026Q2: 1,544 shares 1,544 $1.23M 0.07% -1,470 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: 3,482 shares; 2024Q4: 3,782 shares; 2025Q1: 4,501 shares; 2025Q2: 6,644 shares; 2025Q3: 6,596 shares; 2025Q4: 7,002 shares; 2026Q1: 7,242 shares; 2026Q2: 4,343 shares 4,343 $1.17M 0.07% -2,899 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: 5,215 shares; 2024Q4: 5,264 shares; 2025Q1: 5,718 shares; 2025Q2: 5,598 shares; 2025Q3: 5,217 shares; 2025Q4: 4,854 shares; 2026Q1: 3,807 shares; 2026Q2: 3,912 shares 3,912 $1.17M 0.07% +105 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 6,317 shares; 2025Q2: 6,370 shares; 2025Q3: 12,787 shares; 2025Q4: 16,855 shares; 2026Q1: 26,415 shares; 2026Q2: 36,381 shares 36,381 $1.16M 0.07% +9,966 Timeline AIQ 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: not reported; 2025Q2: not reported; 2025Q3: 4,122 shares; 2025Q4: 4,122 shares; 2026Q1: 17,567 shares; 2026Q2: 17,560 shares 17,560 $1.15M 0.07% -7 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,983 shares; 2024Q4: 77,874 shares; 2025Q1: 49,008 shares; 2025Q2: 61,825 shares; 2025Q3: 60,393 shares; 2025Q4: 60,487 shares; 2026Q1: 63,609 shares; 2026Q2: 38,646 shares 38,646 $1.15M 0.07% -24,963 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: 13,298 shares; 2024Q4: 13,298 shares; 2025Q1: 13,313 shares; 2025Q2: 13,319 shares; 2025Q3: 12,735 shares; 2025Q4: 12,739 shares; 2026Q1: 11,397 shares; 2026Q2: 11,497 shares 11,497 $1.12M 0.07% +100 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,258 shares; 2024Q4: 2,430 shares; 2025Q1: 2,640 shares; 2025Q2: 2,998 shares; 2025Q3: 3,137 shares; 2025Q4: 3,368 shares; 2026Q1: 2,957 shares; 2026Q2: 3,265 shares 3,265 $1.11M 0.07% +308 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,434 shares; 2024Q4: 2,398 shares; 2025Q1: 2,448 shares; 2025Q2: 5,616 shares; 2025Q3: 5,684 shares; 2025Q4: 5,707 shares; 2026Q1: 6,835 shares; 2026Q2: 6,742 shares 6,742 $1.11M 0.07% -93 Timeline DFAC 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: 18,984 shares; 2024Q4: 18,314 shares; 2025Q1: 11,509 shares; 2025Q2: 21,700 shares; 2025Q3: 21,700 shares; 2025Q4: 21,179 shares; 2026Q1: 25,513 shares; 2026Q2: 24,691 shares 24,691 $1.1M 0.06% -822 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: 7,629 shares; 2024Q4: 7,175 shares; 2025Q1: 8,571 shares; 2025Q2: 9,002 shares; 2025Q3: 9,345 shares; 2025Q4: 9,132 shares; 2026Q1: 8,779 shares; 2026Q2: 7,737 shares 7,737 $1.08M 0.06% -1,042 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,956 shares; 2026Q1: 3,904 shares; 2026Q2: 3,904 shares 3,904 $1.08M 0.06% 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: 4,462 shares; 2024Q4: 5,265 shares; 2025Q1: 5,898 shares; 2025Q2: 6,874 shares; 2025Q3: 7,085 shares; 2025Q4: 7,089 shares; 2026Q1: 5,341 shares; 2026Q2: 5,153 shares 5,153 $1.08M 0.06% -188 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: 5,418 shares; 2024Q4: 11,298 shares; 2025Q1: 8,635 shares; 2025Q2: 10,285 shares; 2025Q3: 10,285 shares; 2025Q4: 10,941 shares; 2026Q1: 14,233 shares; 2026Q2: 14,233 shares 14,233 $1.07M 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,443 shares 10,443 $1.07M 0.06% new Timeline XLC 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: 4,356 shares; 2024Q4: 4,354 shares; 2025Q1: 6,344 shares; 2025Q2: 22,565 shares; 2025Q3: 11,954 shares; 2025Q4: 11,971 shares; 2026Q1: 9,885 shares; 2026Q2: 9,899 shares 9,899 $1.06M 0.06% +14 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,317 shares; 2024Q4: 30,393 shares; 2025Q1: 16,763 shares; 2025Q2: 17,002 shares; 2025Q3: 16,613 shares; 2025Q4: 14,689 shares; 2026Q1: 16,892 shares; 2026Q2: 20,796 shares 20,796 $1.05M 0.06% +3,904 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: 18,006 shares; 2024Q4: 19,615 shares; 2025Q1: 22,617 shares; 2025Q2: 28,778 shares; 2025Q3: 28,458 shares; 2025Q4: 27,474 shares; 2026Q1: 14,452 shares; 2026Q2: 14,531 shares 14,531 $1.05M 0.06% +79 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: 14,487 shares; 2024Q4: 14,774 shares; 2025Q1: 10,005 shares; 2025Q2: 13,590 shares; 2025Q3: 14,138 shares; 2025Q4: 13,971 shares; 2026Q1: 11,170 shares; 2026Q2: 11,066 shares 11,066 $1.03M 0.06% -104 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: 850 shares; 2024Q4: 902 shares; 2025Q1: 922 shares; 2025Q2: 994 shares; 2025Q3: 1,040 shares; 2025Q4: 992 shares; 2026Q1: 928 shares; 2026Q2: 1,019 shares 1,019 $1.03M 0.06% +91 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: 8,173 shares; 2024Q4: 8,341 shares; 2025Q1: 8,414 shares; 2025Q2: 7,926 shares; 2025Q3: 9,278 shares; 2025Q4: 9,492 shares; 2026Q1: 9,471 shares; 2026Q2: 9,558 shares 9,558 $1.03M 0.06% +87 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,504 shares; 2024Q4: 6,504 shares; 2025Q1: 6,547 shares; 2025Q2: 7,740 shares; 2025Q3: 7,573 shares; 2025Q4: 7,539 shares; 2026Q1: 11,810 shares; 2026Q2: 10,039 shares 10,039 $1.03M 0.06% -1,771 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,470 shares; 2024Q4: 21,098 shares; 2025Q1: 20,326 shares; 2025Q2: 20,233 shares; 2025Q3: 18,318 shares; 2025Q4: 18,180 shares; 2026Q1: 17,291 shares; 2026Q2: 17,207 shares 17,207 $996K 0.06% -84 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,477 shares; 2025Q2: 13,667 shares; 2025Q3: 13,591 shares; 2025Q4: 13,796 shares; 2026Q1: 13,368 shares; 2026Q2: 13,045 shares 13,045 $991K 0.06% -323 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,736 shares; 2024Q4: 33,761 shares; 2025Q1: 33,586 shares; 2025Q2: 34,009 shares; 2025Q3: 33,919 shares; 2025Q4: 31,939 shares; 2026Q1: 23,225 shares; 2026Q2: 6,082 shares 6,082 $991K 0.06% -17,143 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: 7,547 shares; 2024Q4: 6,691 shares; 2025Q1: 6,874 shares; 2025Q2: 7,746 shares; 2025Q3: 8,079 shares; 2025Q4: 8,081 shares; 2026Q1: 6,015 shares; 2026Q2: 6,229 shares 6,229 $976K 0.06% +214 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,559 shares; 2024Q4: not reported; 2025Q1: 3,926 shares; 2025Q2: 15,433 shares; 2025Q3: 15,466 shares; 2025Q4: 15,270 shares; 2026Q1: 13,917 shares; 2026Q2: 14,264 shares 14,264 $974K 0.06% +347 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: 8,313 shares; 2024Q4: 10,485 shares; 2025Q1: 14,143 shares; 2025Q2: 17,820 shares; 2025Q3: 17,623 shares; 2025Q4: 19,542 shares; 2026Q1: 11,172 shares; 2026Q2: 11,550 shares 11,550 $954K 0.06% +378 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: 688 shares; 2024Q4: 928 shares; 2025Q1: 862 shares; 2025Q2: 861 shares; 2025Q3: 862 shares; 2025Q4: 994 shares; 2026Q1: 994 shares; 2026Q2: 7,943 shares 7,943 $949K 0.06% +6,949 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,808 shares; 2024Q4: 19,517 shares; 2025Q1: 19,943 shares; 2025Q2: 21,767 shares; 2025Q3: 21,818 shares; 2025Q4: 18,749 shares; 2026Q1: 17,600 shares; 2026Q2: 18,086 shares 18,086 $948K 0.06% +486 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: 3,098 shares; 2024Q4: 3,373 shares; 2025Q1: 5,272 shares; 2025Q2: 6,318 shares; 2025Q3: 5,525 shares; 2025Q4: 5,649 shares; 2026Q1: 2,394 shares; 2026Q2: 3,178 shares 3,178 $947K 0.06% +784 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: 3,876 shares; 2024Q4: 4,187 shares; 2025Q1: 4,558 shares; 2025Q2: 4,258 shares; 2025Q3: 3,881 shares; 2025Q4: 3,842 shares; 2026Q1: 3,114 shares; 2026Q2: 3,462 shares 3,462 $942K 0.06% +348 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: 7,986 shares; 2024Q4: 7,569 shares; 2025Q1: 3,299 shares; 2025Q2: 3,329 shares; 2025Q3: 9,653 shares; 2025Q4: 11,738 shares; 2026Q1: 8,487 shares; 2026Q2: 8,487 shares 8,487 $937K 0.06% 0 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: 25,239 shares; 2024Q4: 22,769 shares; 2025Q1: 24,210 shares; 2025Q2: 27,617 shares; 2025Q3: 29,765 shares; 2025Q4: 25,254 shares; 2026Q1: 21,745 shares; 2026Q2: 21,903 shares 21,903 $927K 0.05% +158 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,588 shares; 2024Q4: 9,744 shares; 2025Q1: 9,887 shares; 2025Q2: 8,934 shares; 2025Q3: 8,906 shares; 2025Q4: 8,864 shares; 2026Q1: 6,327 shares; 2026Q2: 6,273 shares 6,273 $918K 0.05% -54 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788 shares; 2024Q4: 790 shares; 2025Q1: 1,011 shares; 2025Q2: 1,172 shares; 2025Q3: 1,171 shares; 2025Q4: 1,252 shares; 2026Q1: 1,130 shares; 2026Q2: 1,265 shares 1,265 $911K 0.05% +135 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,095 shares; 2024Q4: 16,236 shares; 2025Q1: 17,552 shares; 2025Q2: 18,133 shares; 2025Q3: 2,691 shares; 2025Q4: 2,876 shares; 2026Q1: 2,812 shares; 2026Q2: 2,882 shares 2,882 $903K 0.05% +70 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: 42,457 shares; 2024Q4: 41,563 shares; 2025Q1: 45,580 shares; 2025Q2: 58,165 shares; 2025Q3: 61,148 shares; 2025Q4: 52,834 shares; 2026Q1: 43,578 shares; 2026Q2: 43,343 shares 43,343 $897K 0.05% -235 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: 10,761 shares; 2024Q4: 11,484 shares; 2025Q1: 12,956 shares; 2025Q2: 13,884 shares; 2025Q3: 13,664 shares; 2025Q4: 13,636 shares; 2026Q1: 12,047 shares; 2026Q2: 10,218 shares 10,218 $897K 0.05% -1,829 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: 4,765 shares; 2024Q4: 4,361 shares; 2025Q1: 5,939 shares; 2025Q2: 6,198 shares; 2025Q3: 6,023 shares; 2025Q4: 7,472 shares; 2026Q1: 6,604 shares; 2026Q2: 7,068 shares 7,068 $893K 0.05% +464 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: 1,994 shares; 2024Q4: 1,945 shares; 2025Q1: 2,047 shares; 2025Q2: 2,135 shares; 2025Q3: 2,176 shares; 2025Q4: 2,109 shares; 2026Q1: 1,659 shares; 2026Q2: 1,815 shares 1,815 $891K 0.05% +156 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: 7,106 shares; 2024Q4: 7,258 shares; 2025Q1: 7,259 shares; 2025Q2: 7,258 shares; 2025Q3: 7,258 shares; 2025Q4: 7,258 shares; 2026Q1: 7,258 shares; 2026Q2: 5,412 shares 5,412 $886K 0.05% -1,846 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,666 shares; 2024Q4: 8,657 shares; 2025Q1: 8,661 shares; 2025Q2: 8,666 shares; 2025Q3: 8,644 shares; 2025Q4: 8,846 shares; 2026Q1: 8,087 shares; 2026Q2: 8,087 shares 8,087 $885K 0.05% 0 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: 10,527 shares; 2024Q4: 11,135 shares; 2025Q1: 12,763 shares; 2025Q2: 13,395 shares; 2025Q3: 13,888 shares; 2025Q4: 13,643 shares; 2026Q1: 13,017 shares; 2026Q2: 11,379 shares 11,379 $846K 0.05% -1,638 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 10,006 shares; 2025Q2: 10,006 shares; 2025Q3: 10,027 shares; 2025Q4: 10,009 shares; 2026Q1: 9,835 shares; 2026Q2: 9,835 shares 9,835 $844K 0.05% 0 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: 14,701 shares; 2024Q4: 14,908 shares; 2025Q1: 14,916 shares; 2025Q2: 15,048 shares; 2025Q3: 15,048 shares; 2025Q4: 15,277 shares; 2026Q1: 15,277 shares; 2026Q2: 15,376 shares 15,376 $841K 0.05% +99 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,046 shares; 2026Q1: 6,105 shares; 2026Q2: 6,110 shares 6,110 $840K 0.05% +5 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,311 shares; 2025Q4: 9,417 shares; 2026Q1: 16,412 shares; 2026Q2: 16,434 shares 16,434 $835K 0.05% +22 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,926 shares; 2024Q4: 1,761 shares; 2025Q1: 2,133 shares; 2025Q2: 2,375 shares; 2025Q3: 2,229 shares; 2025Q4: 2,354 shares; 2026Q1: 1,650 shares; 2026Q2: 1,960 shares 1,960 $835K 0.05% +310 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,090 shares; 2024Q4: 8,172 shares; 2025Q1: 8,382 shares; 2025Q2: 8,489 shares; 2025Q3: 8,424 shares; 2025Q4: 8,104 shares; 2026Q1: 7,057 shares; 2026Q2: 7,121 shares 7,121 $835K 0.05% +64 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,163 shares; 2024Q4: 7,051 shares; 2025Q1: 7,314 shares; 2025Q2: 7,557 shares; 2025Q3: 8,528 shares; 2025Q4: 8,130 shares; 2026Q1: 7,684 shares; 2026Q2: 7,230 shares 7,230 $830K 0.05% -454 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,949 shares; 2025Q2: 22,949 shares; 2025Q3: 34,783 shares; 2025Q4: 42,721 shares; 2026Q1: 49,027 shares; 2026Q2: 49,027 shares 49,027 $816K 0.05% 0 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: 7,246 shares; 2024Q4: 7,246 shares; 2025Q1: 7,246 shares; 2025Q2: 7,246 shares; 2025Q3: 7,246 shares; 2025Q4: 7,246 shares; 2026Q1: 7,246 shares; 2026Q2: 7,655 shares 7,655 $815K 0.05% +409 Timeline DTCR 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,336 shares; 2026Q2: 26,518 shares 26,518 $805K 0.05% +182 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: 2,768 shares; 2025Q1: 3,517 shares; 2025Q2: 3,379 shares; 2025Q3: 3,447 shares; 2025Q4: 3,337 shares; 2026Q1: 3,416 shares; 2026Q2: 5,553 shares 5,553 $803K 0.05% +2,137 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: 2,655 shares; 2024Q4: 2,465 shares; 2025Q1: 3,040 shares; 2025Q2: 3,775 shares; 2025Q3: 3,628 shares; 2025Q4: 3,630 shares; 2026Q1: 2,607 shares; 2026Q2: 2,204 shares 2,204 $798K 0.05% -403 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,117 shares; 2024Q4: 12,526 shares; 2025Q1: 12,213 shares; 2025Q2: 14,445 shares; 2025Q3: 14,232 shares; 2025Q4: 14,485 shares; 2026Q1: 15,676 shares; 2026Q2: 15,889 shares 15,889 $792K 0.05% +213 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: 3,113 shares; 2024Q4: 3,111 shares; 2025Q1: 3,623 shares; 2025Q2: 3,598 shares; 2025Q3: 3,271 shares; 2025Q4: 3,091 shares; 2026Q1: 1,913 shares; 2026Q2: 3,611 shares 3,611 $789K 0.05% +1,698 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: 2,069 shares; 2024Q4: 2,029 shares; 2025Q1: 2,213 shares; 2025Q2: 2,984 shares; 2025Q3: 3,087 shares; 2025Q4: 3,107 shares; 2026Q1: 2,227 shares; 2026Q2: 2,215 shares 2,215 $785K 0.05% -12 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,417 shares; 2025Q3: 11,252 shares; 2025Q4: 11,152 shares; 2026Q1: 10,959 shares; 2026Q2: 8,740 shares 8,740 $781K 0.05% -2,219 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: 877 shares; 2024Q4: 1,657 shares; 2025Q1: 1,754 shares; 2025Q2: 1,481 shares; 2025Q3: 1,356 shares; 2025Q4: 1,280 shares; 2026Q1: 1,461 shares; 2026Q2: 1,505 shares 1,505 $767K 0.05% +44 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,933 shares; 2024Q4: 2,242 shares; 2025Q1: 3,277 shares; 2025Q2: 3,921 shares; 2025Q3: 3,744 shares; 2025Q4: 3,611 shares; 2026Q1: 3,382 shares; 2026Q2: 3,493 shares 3,493 $756K 0.04% +111 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,348 shares; 2024Q4: 6,352 shares; 2025Q1: 6,355 shares; 2025Q2: 6,358 shares; 2025Q3: 6,361 shares; 2025Q4: 6,365 shares; 2026Q1: 6,366 shares; 2026Q2: 6,369 shares 6,369 $748K 0.04% +3 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,366 shares; 2024Q4: 20,586 shares; 2025Q1: 18,640 shares; 2025Q2: 17,454 shares; 2025Q3: 17,744 shares; 2025Q4: 18,428 shares; 2026Q1: 20,624 shares; 2026Q2: 20,638 shares 20,638 $746K 0.04% +14 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 5,891 shares; 2025Q1: 5,827 shares; 2025Q2: 7,216 shares; 2025Q3: 7,709 shares; 2025Q4: 7,690 shares; 2026Q1: 6,574 shares; 2026Q2: 7,068 shares 7,068 $735K 0.04% +494 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: 2,039 shares; 2024Q4: 2,166 shares; 2025Q1: 2,485 shares; 2025Q2: 2,712 shares; 2025Q3: 2,659 shares; 2025Q4: 2,537 shares; 2026Q1: 1,975 shares; 2026Q2: 2,143 shares 2,143 $725K 0.04% +168 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,816 shares; 2024Q4: 14,331 shares; 2025Q1: 14,331 shares; 2025Q2: 14,331 shares; 2025Q3: 14,331 shares; 2025Q4: 14,331 shares; 2026Q1: 14,331 shares; 2026Q2: 14,331 shares 14,331 $717K 0.04% 0 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,629 shares; 2024Q4: 10,582 shares; 2025Q1: 10,935 shares; 2025Q2: 11,080 shares; 2025Q3: 10,909 shares; 2025Q4: 11,757 shares; 2026Q1: 11,847 shares; 2026Q2: 11,686 shares 11,686 $717K 0.04% -161 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: 3,103 shares; 2024Q4: 3,230 shares; 2025Q1: 3,640 shares; 2025Q2: 4,728 shares; 2025Q3: 5,195 shares; 2025Q4: 6,470 shares; 2026Q1: 6,188 shares; 2026Q2: 5,654 shares 5,654 $716K 0.04% -534 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 944 shares; 2024Q4: 1,072 shares; 2025Q1: 1,145 shares; 2025Q2: 1,694 shares; 2025Q3: 1,616 shares; 2025Q4: 1,607 shares; 2026Q1: 649 shares; 2026Q2: 731 shares 731 $715K 0.04% +82 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: 42,950 shares; 2024Q4: 27,815 shares; 2025Q1: 12,600 shares; 2025Q2: 12,623 shares; 2025Q3: 12,647 shares; 2025Q4: 10,169 shares; 2026Q1: 10,169 shares; 2026Q2: 10,169 shares 10,169 $711K 0.04% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,426 shares; 2024Q4: 13,437 shares; 2025Q1: 12,043 shares; 2025Q2: 12,043 shares; 2025Q3: 12,529 shares; 2025Q4: 34,695 shares; 2026Q1: 34,695 shares; 2026Q2: 34,695 shares 34,695 $707K 0.04% 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: 2,414 shares; 2024Q4: 2,449 shares; 2025Q1: 2,941 shares; 2025Q2: 3,149 shares; 2025Q3: 3,314 shares; 2025Q4: 3,509 shares; 2026Q1: 2,816 shares; 2026Q2: 3,063 shares 3,063 $695K 0.04% +247 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: 760 shares; 2024Q4: 852 shares; 2025Q1: 931 shares; 2025Q2: 2,825 shares; 2025Q3: 1,899 shares; 2025Q4: 1,944 shares; 2026Q1: 1,495 shares; 2026Q2: 612 shares 612 $693K 0.04% -883 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: 713 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 757 shares; 2025Q4: 1,058 shares; 2026Q1: 1,229 shares; 2026Q2: 972 shares 972 $693K 0.04% -257 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,467 shares; 2024Q4: 3,232 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,061 shares; 2025Q4: 3,358 shares; 2026Q1: 2,098 shares; 2026Q2: 8,572 shares 8,572 $691K 0.04% +6,474 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,523 shares; 2024Q4: 2,543 shares; 2025Q1: 2,916 shares; 2025Q2: 2,886 shares; 2025Q3: 4,149 shares; 2025Q4: 8,012 shares; 2026Q1: 5,874 shares; 2026Q2: 5,878 shares 5,878 $689K 0.04% +4 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: 2,184 shares; 2024Q4: 2,288 shares; 2025Q1: 2,778 shares; 2025Q2: 2,996 shares; 2025Q3: 3,219 shares; 2025Q4: 2,931 shares; 2026Q1: 1,547 shares; 2026Q2: 1,718 shares 1,718 $682K 0.04% +171 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: 8,666 shares; 2025Q1: 9,388 shares; 2025Q2: 10,221 shares; 2025Q3: 11,189 shares; 2025Q4: 11,110 shares; 2026Q1: 18,034 shares; 2026Q2: 21,333 shares 21,333 $682K 0.04% +3,299 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: 991 shares; 2024Q4: 973 shares; 2025Q1: 1,157 shares; 2025Q2: 1,243 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,047 shares; 2026Q2: 1,072 shares 1,072 $680K 0.04% +25 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,057 shares; 2025Q2: 7,626 shares; 2025Q3: 5,993 shares; 2025Q4: 5,796 shares; 2026Q1: 5,458 shares; 2026Q2: 5,415 shares 5,415 $676K 0.04% -43 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,646 shares; 2024Q4: 10,646 shares; 2025Q1: 10,646 shares; 2025Q2: 10,646 shares; 2025Q3: 10,646 shares; 2025Q4: 10,646 shares; 2026Q1: 10,646 shares; 2026Q2: 10,646 shares 10,646 $669K 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares; 2026Q1: 2,926 shares; 2026Q2: 2,938 shares 2,938 $667K 0.04% +12 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,037 shares; 2024Q4: 6,003 shares; 2025Q1: 6,365 shares; 2025Q2: 6,804 shares; 2025Q3: 6,727 shares; 2025Q4: 7,046 shares; 2026Q1: 3,929 shares; 2026Q2: 4,402 shares 4,402 $667K 0.04% +473 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: 9,920 shares; 2024Q4: 9,833 shares; 2025Q1: 9,728 shares; 2025Q2: 7,868 shares; 2025Q3: 6,043 shares; 2025Q4: 6,043 shares; 2026Q1: 6,060 shares; 2026Q2: 12,997 shares 12,997 $657K 0.04% +6,937 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,393 shares; 2025Q2: 18,393 shares; 2025Q3: 18,393 shares; 2025Q4: 20,671 shares; 2026Q1: 25,352 shares; 2026Q2: 25,352 shares 25,352 $654K 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: 3,256 shares; 2024Q4: 3,423 shares; 2025Q1: 3,899 shares; 2025Q2: 3,517 shares; 2025Q3: 3,606 shares; 2025Q4: 3,766 shares; 2026Q1: 3,694 shares; 2026Q2: 3,845 shares 3,845 $650K 0.04% +151 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,517 shares 1,517 $647K 0.04% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,007 shares; 2024Q4: 20,787 shares; 2025Q1: 19,434 shares; 2025Q2: 19,238 shares; 2025Q3: 17,638 shares; 2025Q4: 17,494 shares; 2026Q1: 16,879 shares; 2026Q2: 16,880 shares 16,880 $644K 0.04% +1 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,542 shares; 2024Q4: 1,926 shares; 2025Q1: 2,268 shares; 2025Q2: 5,035 shares; 2025Q3: 2,715 shares; 2025Q4: 2,583 shares; 2026Q1: 755 shares; 2026Q2: 2,456 shares 2,456 $641K 0.04% +1,701 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: 2,604 shares; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,730 shares; 2025Q4: 12,088 shares; 2026Q1: 12,287 shares; 2026Q2: 2,640 shares 2,640 $640K 0.04% -9,647 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: 10,011 shares; 2024Q4: 1,327 shares; 2025Q1: 1,267 shares; 2025Q2: 1,128 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: not reported; 2026Q2: 2,994 shares 2,994 $637K 0.04% new Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,604 shares; 2024Q4: 6,630 shares; 2025Q1: 6,630 shares; 2025Q2: 6,669 shares; 2025Q3: 6,669 shares; 2025Q4: 6,700 shares; 2026Q1: 9,107 shares; 2026Q2: 8,206 shares 8,206 $635K 0.04% -901 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,422 shares; 2026Q1: 668 shares; 2026Q2: 654 shares 654 $632K 0.04% -14 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,849 shares; 2026Q2: 13,849 shares 13,849 $630K 0.04% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,718 shares; 2024Q4: 18,976 shares; 2025Q1: 17,858 shares; 2025Q2: 16,433 shares; 2025Q3: 17,295 shares; 2025Q4: 7,126 shares; 2026Q1: 5,127 shares; 2026Q2: 44,260 shares 44,260 $625K 0.04% +39,133 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: 1,592 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,733 shares; 2025Q4: 2,487 shares; 2026Q1: 2,053 shares; 2026Q2: 3,793 shares 3,793 $618K 0.04% +1,740 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: 6,971 shares; 2024Q4: 7,319 shares; 2025Q1: 8,402 shares; 2025Q2: 10,125 shares; 2025Q3: 9,703 shares; 2025Q4: 9,177 shares; 2026Q1: 6,333 shares; 2026Q2: 6,807 shares 6,807 $618K 0.04% +474 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: 2,282 shares; 2024Q4: 2,632 shares; 2025Q1: 2,678 shares; 2025Q2: 2,825 shares; 2025Q3: 2,900 shares; 2025Q4: 2,739 shares; 2026Q1: 2,025 shares; 2026Q2: 2,589 shares 2,589 $616K 0.04% +564 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: 6,567 shares; 2024Q4: 5,940 shares; 2025Q1: 6,656 shares; 2025Q2: 6,719 shares; 2025Q3: 6,352 shares; 2025Q4: 6,560 shares; 2026Q1: 5,065 shares; 2026Q2: 3,920 shares 3,920 $614K 0.04% -1,145 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,184 shares; 2024Q4: 8,434 shares; 2025Q1: 8,350 shares; 2025Q2: 7,660 shares; 2025Q3: 7,219 shares; 2025Q4: 7,149 shares; 2026Q1: 4,540 shares; 2026Q2: 6,383 shares 6,383 $614K 0.04% +1,843 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,045 shares; 2024Q4: 1,069 shares; 2025Q1: 1,100 shares; 2025Q2: 1,214 shares; 2025Q3: 1,330 shares; 2025Q4: 1,304 shares; 2026Q1: 1,172 shares; 2026Q2: 1,205 shares 1,205 $614K 0.04% +33 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,335 shares; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares; 2026Q2: 3,328 shares 3,328 $612K 0.04% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,697 shares; 2024Q4: 1,820 shares; 2025Q1: 2,121 shares; 2025Q2: 4,134 shares; 2025Q3: 4,243 shares; 2025Q4: 4,114 shares; 2026Q1: 1,831 shares; 2026Q2: 3,017 shares 3,017 $605K 0.04% +1,186 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: 3,322 shares; 2024Q4: 2,780 shares; 2025Q1: 2,771 shares; 2025Q2: 2,731 shares; 2025Q3: 2,813 shares; 2025Q4: 2,945 shares; 2026Q1: 2,856 shares; 2026Q2: 2,822 shares 2,822 $601K 0.04% -34 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,125 shares; 2024Q4: 12,538 shares; 2025Q1: 12,388 shares; 2025Q2: 10,098 shares; 2025Q3: 10,182 shares; 2025Q4: 10,591 shares; 2026Q1: 10,677 shares; 2026Q2: 11,149 shares 11,149 $593K 0.04% +472 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 809 shares; 2025Q3: 798 shares; 2025Q4: 862 shares; 2026Q1: 719 shares; 2026Q2: 773 shares 773 $590K 0.03% +54 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,779 shares; 2024Q4: 26,937 shares; 2025Q1: 22,814 shares; 2025Q2: 22,814 shares; 2025Q3: 23,958 shares; 2025Q4: 23,897 shares; 2026Q1: 24,795 shares; 2026Q2: 24,806 shares 24,806 $590K 0.03% +11 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,197 shares; 2024Q4: 5,161 shares; 2025Q1: 5,294 shares; 2025Q2: 5,060 shares; 2025Q3: 5,144 shares; 2025Q4: 5,137 shares; 2026Q1: 5,215 shares; 2026Q2: 5,132 shares 5,132 $587K 0.03% -83 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: 2,828 shares; 2026Q2: 3,042 shares 3,042 $577K 0.03% +214 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,324 shares; 2024Q4: 11,370 shares; 2025Q1: 12,029 shares; 2025Q2: 12,180 shares; 2025Q3: 10,772 shares; 2025Q4: 12,269 shares; 2026Q1: 12,017 shares; 2026Q2: 11,909 shares 11,909 $574K 0.03% -108 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,473 shares; 2024Q4: 13,196 shares; 2025Q1: 12,685 shares; 2025Q2: 12,001 shares; 2025Q3: 12,006 shares; 2025Q4: 9,887 shares; 2026Q1: 9,768 shares; 2026Q2: 9,679 shares 9,679 $571K 0.03% -89 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,279 shares; 2024Q4: 2,427 shares; 2025Q1: 2,506 shares; 2025Q2: 2,908 shares; 2025Q3: 2,810 shares; 2025Q4: 2,760 shares; 2026Q1: 2,185 shares; 2026Q2: 2,230 shares 2,230 $570K 0.03% +45 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: 5,526 shares; 2024Q4: 4,875 shares; 2025Q1: 5,041 shares; 2025Q2: 5,052 shares; 2025Q3: 5,200 shares; 2025Q4: 4,885 shares; 2026Q1: 5,692 shares; 2026Q2: 6,033 shares 6,033 $570K 0.03% +341 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,981 shares; 2026Q1: 18,603 shares; 2026Q2: 18,856 shares 18,856 $569K 0.03% +253 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: 3,081 shares; 2024Q4: 2,894 shares; 2025Q1: 3,133 shares; 2025Q2: 3,382 shares; 2025Q3: 3,181 shares; 2025Q4: 3,163 shares; 2026Q1: 2,680 shares; 2026Q2: 2,521 shares 2,521 $562K 0.03% -159 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: 1,799 shares; 2024Q4: 1,960 shares; 2025Q1: 2,186 shares; 2025Q2: 2,213 shares; 2025Q3: 2,271 shares; 2025Q4: 2,263 shares; 2026Q1: 1,850 shares; 2026Q2: 1,893 shares 1,893 $558K 0.03% +43 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: 3,769 shares; 2025Q2: 5,005 shares; 2025Q3: 6,196 shares; 2025Q4: 5,231 shares; 2026Q1: 5,297 shares; 2026Q2: 7,556 shares 7,556 $544K 0.03% +2,259 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: 1,587 shares; 2026Q1: not reported; 2026Q2: 851 shares 851 $544K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 742 shares; 2025Q1: 794 shares; 2025Q2: 864 shares; 2025Q3: 851 shares; 2025Q4: 811 shares; 2026Q1: 699 shares; 2026Q2: 563 shares 563 $541K 0.03% -136 Timeline MOOD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,370 shares; 2026Q2: 12,370 shares 12,370 $539K 0.03% 0 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: 5,006 shares; 2024Q4: 5,648 shares; 2025Q1: 6,800 shares; 2025Q2: 7,326 shares; 2025Q3: 8,054 shares; 2025Q4: 10,158 shares; 2026Q1: 7,738 shares; 2026Q2: 9,176 shares 9,176 $529K 0.03% +1,438 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: 1,798 shares; 2026Q2: 2,062 shares 2,062 $527K 0.03% +264 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: 1,998 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares; 2026Q2: 3,991 shares 3,991 $525K 0.03% -5 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: 814 shares; 2024Q4: 1,080 shares; 2025Q1: 1,337 shares; 2025Q2: 1,735 shares; 2025Q3: 1,704 shares; 2025Q4: 1,656 shares; 2026Q1: 979 shares; 2026Q2: 1,390 shares 1,390 $522K 0.03% +411 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,503 shares; 2025Q4: 4,503 shares; 2026Q1: 16,034 shares; 2026Q2: 9,582 shares 9,582 $518K 0.03% -6,452 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,655 shares; 2024Q4: 3,649 shares; 2025Q1: 3,660 shares; 2025Q2: 3,653 shares; 2025Q3: 3,388 shares; 2025Q4: 3,022 shares; 2026Q1: 3,007 shares; 2026Q2: 3,007 shares 3,007 $517K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,175 shares; 2024Q4: 3,878 shares; 2025Q1: 4,423 shares; 2025Q2: 4,616 shares; 2025Q3: 5,639 shares; 2025Q4: 5,176 shares; 2026Q1: 5,564 shares; 2026Q2: 5,528 shares 5,528 $507K 0.03% -36 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,104 shares; 2024Q4: 8,436 shares; 2025Q1: 7,574 shares; 2025Q2: 6,552 shares; 2025Q3: 6,076 shares; 2025Q4: 6,049 shares; 2026Q1: 12,363 shares; 2026Q2: 11,126 shares 11,126 $506K 0.03% -1,237 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,170 shares; 2024Q4: 1,140 shares; 2025Q1: 1,318 shares; 2025Q2: 1,516 shares; 2025Q3: 1,419 shares; 2025Q4: 1,168 shares; 2026Q1: 1,078 shares; 2026Q2: 1,819 shares 1,819 $502K 0.03% +741 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,092 shares; 2024Q4: 1,176 shares; 2025Q1: 1,111 shares; 2025Q2: 1,159 shares; 2025Q3: 1,192 shares; 2025Q4: 1,201 shares; 2026Q1: 981 shares; 2026Q2: 1,009 shares 1,009 $500K 0.03% +28 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,987 shares; 2026Q2: 3,743 shares 3,743 $499K 0.03% +1,756 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,342 shares; 2024Q4: 3,678 shares; 2025Q1: 3,878 shares; 2025Q2: 4,327 shares; 2025Q3: 4,740 shares; 2025Q4: 4,417 shares; 2026Q1: 3,481 shares; 2026Q2: 3,632 shares 3,632 $497K 0.03% +151 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,409 shares; 2024Q4: 967 shares; 2025Q1: 1,184 shares; 2025Q2: 1,288 shares; 2025Q3: 1,131 shares; 2025Q4: 1,216 shares; 2026Q1: 947 shares; 2026Q2: 1,000 shares 1,000 $497K 0.03% +53 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,218 shares; 2025Q1: 11,095 shares; 2025Q2: 11,100 shares; 2025Q3: 11,102 shares; 2025Q4: 11,980 shares; 2026Q1: 11,982 shares; 2026Q2: 14,420 shares 14,420 $493K 0.03% +2,438 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: 4,164 shares; 2024Q4: 3,628 shares; 2025Q1: 4,850 shares; 2025Q2: 10,970 shares; 2025Q3: 5,042 shares; 2025Q4: 5,561 shares; 2026Q1: 4,651 shares; 2026Q2: 3,638 shares 3,638 $493K 0.03% -1,013 Timeline CGW 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: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,486 shares; 2025Q2: 7,486 shares; 2025Q3: 7,486 shares; 2025Q4: 7,486 shares; 2026Q1: 7,486 shares; 2026Q2: 7,486 shares 7,486 $492K 0.03% 0 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: 3,988 shares; 2024Q4: 3,974 shares; 2025Q1: 5,236 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,904 shares; 2026Q1: 5,909 shares; 2026Q2: 5,909 shares 5,909 $491K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 818 shares; 2025Q1: 922 shares; 2025Q2: 955 shares; 2025Q3: 940 shares; 2025Q4: 947 shares; 2026Q1: 633 shares; 2026Q2: 645 shares 645 $487K 0.03% +12 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: 7,392 shares; 2024Q4: 9,805 shares; 2025Q1: 9,779 shares; 2025Q2: 9,779 shares; 2025Q3: 9,742 shares; 2025Q4: 9,739 shares; 2026Q1: 9,684 shares; 2026Q2: 9,655 shares 9,655 $487K 0.03% -29 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,218 shares; 2024Q4: 16,218 shares; 2025Q1: 13,668 shares; 2025Q2: 13,922 shares; 2025Q3: 13,905 shares; 2025Q4: 13,905 shares; 2026Q1: 13,802 shares; 2026Q2: 13,802 shares 13,802 $484K 0.03% 0 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,439 shares; 2024Q4: 6,925 shares; 2025Q1: 7,433 shares; 2025Q2: 7,433 shares; 2025Q3: 7,433 shares; 2025Q4: 8,272 shares; 2026Q1: 8,023 shares; 2026Q2: 8,023 shares 8,023 $484K 0.03% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,821 shares; 2024Q4: 1,467 shares; 2025Q1: 1,571 shares; 2025Q2: 1,745 shares; 2025Q3: 1,758 shares; 2025Q4: 1,597 shares; 2026Q1: 1,270 shares; 2026Q2: 1,240 shares 1,240 $484K 0.03% -30 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,763 shares; 2024Q4: 9,763 shares; 2025Q1: 10,621 shares; 2025Q2: 10,621 shares; 2025Q3: 10,621 shares; 2025Q4: 10,621 shares; 2026Q1: 9,763 shares; 2026Q2: 9,763 shares 9,763 $482K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,064 shares; 2024Q4: 4,957 shares; 2025Q1: 6,642 shares; 2025Q2: 8,702 shares; 2025Q3: 8,837 shares; 2025Q4: 7,126 shares; 2026Q1: 5,177 shares; 2026Q2: 5,216 shares 5,216 $481K 0.03% +39 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,624 shares; 2024Q4: 2,339 shares; 2025Q1: 2,862 shares; 2025Q2: 2,997 shares; 2025Q3: 2,358 shares; 2025Q4: 2,386 shares; 2026Q1: 2,190 shares; 2026Q2: 2,203 shares 2,203 $477K 0.03% +13 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: 4,235 shares; 2024Q4: 3,678 shares; 2025Q1: 4,026 shares; 2025Q2: 3,920 shares; 2025Q3: 3,935 shares; 2025Q4: 3,944 shares; 2026Q1: 3,072 shares; 2026Q2: 3,330 shares 3,330 $477K 0.03% +258 Timeline DALI 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: 14,690 shares; 2024Q4: 14,617 shares; 2025Q1: 15,243 shares; 2025Q2: 15,433 shares; 2025Q3: 14,976 shares; 2025Q4: 16,279 shares; 2026Q1: 16,266 shares; 2026Q2: 16,011 shares 16,011 $476K 0.03% -255 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,043 shares; 2025Q2: 12,327 shares; 2025Q3: 24,808 shares; 2025Q4: 20,618 shares; 2026Q1: 37,659 shares; 2026Q2: 41,384 shares 41,384 $467K 0.03% +3,725 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: 1,966 shares; 2026Q1: 1,339 shares; 2026Q2: 1,068 shares 1,068 $461K 0.03% -271 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: 8,445 shares; 2024Q4: 8,377 shares; 2025Q1: 4,950 shares; 2025Q2: 13,047 shares; 2025Q3: 4,871 shares; 2025Q4: 4,871 shares; 2026Q1: 2,886 shares; 2026Q2: 2,886 shares 2,886 $458K 0.03% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350 shares; 2024Q4: 1,414 shares; 2025Q1: 1,415 shares; 2025Q2: 1,771 shares; 2025Q3: 1,770 shares; 2025Q4: 1,720 shares; 2026Q1: 1,515 shares; 2026Q2: 1,612 shares 1,612 $453K 0.03% +97 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,042 shares; 2024Q4: 4,911 shares; 2025Q1: 4,942 shares; 2025Q2: 4,937 shares; 2025Q3: 4,929 shares; 2025Q4: 4,980 shares; 2026Q1: 4,641 shares; 2026Q2: 5,199 shares 5,199 $451K 0.03% +558 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,947 shares; 2024Q4: 17,737 shares; 2025Q1: 17,451 shares; 2025Q2: 18,030 shares; 2025Q3: 17,025 shares; 2025Q4: 15,422 shares; 2026Q1: 13,661 shares; 2026Q2: 13,135 shares 13,135 $447K 0.03% -526 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,260 shares; 2024Q4: 2,200 shares; 2025Q1: 2,350 shares; 2025Q2: 3,048 shares; 2025Q3: 3,039 shares; 2025Q4: 3,050 shares; 2026Q1: 1,613 shares; 2026Q2: 1,601 shares 1,601 $446K 0.03% -12 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,229 shares 4,229 $432K 0.03% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,434 shares; 2025Q3: 4,444 shares; 2025Q4: 5,585 shares; 2026Q1: 5,913 shares; 2026Q2: 3,889 shares 3,889 $429K 0.03% -2,024 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: 2,369 shares; 2025Q3: 2,389 shares; 2025Q4: 2,334 shares; 2026Q1: 2,193 shares; 2026Q2: 2,875 shares 2,875 $420K 0.02% +682 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,548 shares; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,783 shares; 2025Q3: 4,128 shares; 2025Q4: 4,391 shares; 2026Q1: 3,000 shares; 2026Q2: 4,058 shares 4,058 $420K 0.02% +1,058 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,230 shares; 2024Q4: 6,076 shares; 2025Q1: 7,217 shares; 2025Q2: 11,250 shares; 2025Q3: 10,931 shares; 2025Q4: 12,028 shares; 2026Q1: 6,284 shares; 2026Q2: 6,919 shares 6,919 $418K 0.02% +635 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,334 shares; 2024Q4: 10,120 shares; 2025Q1: 10,162 shares; 2025Q2: 10,224 shares; 2025Q3: 10,285 shares; 2025Q4: 8,336 shares; 2026Q1: 8,359 shares; 2026Q2: 8,395 shares 8,395 $418K 0.02% +36 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: 846 shares; 2025Q1: 890 shares; 2025Q2: 1,191 shares; 2025Q3: 1,236 shares; 2025Q4: 1,291 shares; 2026Q1: 1,118 shares; 2026Q2: 1,258 shares 1,258 $415K 0.02% +140 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares; 2026Q2: 1,880 shares 1,880 $412K 0.02% 0 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 17,521 shares; 2026Q1: 17,521 shares; 2026Q2: 17,521 shares 17,521 $410K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,504 shares; 2024Q4: 18,898 shares; 2025Q1: 20,569 shares; 2025Q2: 22,122 shares; 2025Q3: 21,714 shares; 2025Q4: 19,963 shares; 2026Q1: 2,405 shares; 2026Q2: 2,146 shares 2,146 $409K 0.02% -259 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,634 shares; 2025Q3: 11,634 shares; 2025Q4: 11,634 shares; 2026Q1: 11,634 shares; 2026Q2: 9,137 shares 9,137 $406K 0.02% -2,497 Timeline SPTI 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: 23,859 shares; 2024Q4: 18,351 shares; 2025Q1: 14,649 shares; 2025Q2: 13,712 shares; 2025Q3: 13,924 shares; 2025Q4: 14,291 shares; 2026Q1: 14,293 shares; 2026Q2: 14,282 shares 14,282 $405K 0.02% -11 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,526 shares; 2024Q4: 13,760 shares; 2025Q1: 13,531 shares; 2025Q2: 13,429 shares; 2025Q3: 13,446 shares; 2025Q4: 13,415 shares; 2026Q1: 12,930 shares; 2026Q2: 12,782 shares 12,782 $403K 0.02% -148 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: 3,627 shares; 2024Q4: 3,939 shares; 2025Q1: 3,639 shares; 2025Q2: 5,050 shares; 2025Q3: 4,895 shares; 2025Q4: 4,862 shares; 2026Q1: 2,610 shares; 2026Q2: 3,396 shares 3,396 $400K 0.02% +786 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: 4,589 shares; 2024Q4: 5,736 shares; 2025Q1: 6,399 shares; 2025Q2: 6,196 shares; 2025Q3: 7,961 shares; 2025Q4: 7,983 shares; 2026Q1: 6,920 shares; 2026Q2: 6,813 shares 6,813 $393K 0.02% -107 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,636 shares; 2025Q4: 9,636 shares; 2026Q1: 9,636 shares; 2026Q2: 9,636 shares 9,636 $392K 0.02% 0 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: 1,316 shares; 2024Q4: 1,281 shares; 2025Q1: 1,338 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,429 shares; 2026Q1: 1,348 shares; 2026Q2: 1,328 shares 1,328 $386K 0.02% -20 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 3,499 shares; 2025Q4: 2,513 shares; 2026Q1: 2,515 shares; 2026Q2: 2,519 shares 2,519 $383K 0.02% +4 Timeline FNDC 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: 11,497 shares; 2024Q4: 11,167 shares; 2025Q1: 11,991 shares; 2025Q2: 9,359 shares; 2025Q3: 9,192 shares; 2025Q4: 9,120 shares; 2026Q1: 8,052 shares; 2026Q2: 7,880 shares 7,880 $383K 0.02% -172 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 2,388 shares 2,388 $382K 0.02% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 2,390 shares; 2025Q1: 2,237 shares; 2025Q2: 2,412 shares; 2025Q3: 2,524 shares; 2025Q4: 3,125 shares; 2026Q1: 2,935 shares; 2026Q2: 3,929 shares 3,929 $381K 0.02% +994 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,597 shares; 2024Q4: 19,007 shares; 2025Q1: 17,103 shares; 2025Q2: 14,431 shares; 2025Q3: 14,304 shares; 2025Q4: 13,728 shares; 2026Q1: 13,213 shares; 2026Q2: 12,984 shares 12,984 $380K 0.02% -229 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,466 shares; 2024Q4: 5,466 shares; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares; 2025Q3: 5,466 shares; 2025Q4: 5,466 shares; 2026Q1: 5,466 shares; 2026Q2: 5,466 shares 5,466 $380K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 222 shares; 2024Q4: 225 shares; 2025Q1: 308 shares; 2025Q2: 4,551 shares; 2025Q3: 4,563 shares; 2025Q4: 4,486 shares; 2026Q1: 3,357 shares; 2026Q2: 4,106 shares 4,106 $378K 0.02% +749 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: 7,578 shares; 2024Q4: 6,633 shares; 2025Q1: 6,430 shares; 2025Q2: 7,496 shares; 2025Q3: 7,504 shares; 2025Q4: 7,573 shares; 2026Q1: 3,865 shares; 2026Q2: 3,968 shares 3,968 $377K 0.02% +103 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: 2,773 shares; 2024Q4: 2,986 shares; 2025Q1: 3,712 shares; 2025Q2: 3,451 shares; 2025Q3: 3,470 shares; 2025Q4: 3,785 shares; 2026Q1: 2,564 shares; 2026Q2: 2,783 shares 2,783 $377K 0.02% +219 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 12,812 shares; 2026Q1: 15,120 shares; 2026Q2: 15,365 shares 15,365 $376K 0.02% +245 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,182 shares; 2024Q4: 5,729 shares; 2025Q1: not reported; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,356 shares; 2026Q2: 5,393 shares 5,393 $376K 0.02% +37 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,686 shares; 2024Q4: 3,943 shares; 2025Q1: 3,443 shares; 2025Q2: 3,248 shares; 2025Q3: 3,572 shares; 2025Q4: 3,845 shares; 2026Q1: 3,849 shares; 2026Q2: 4,380 shares 4,380 $374K 0.02% +531 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,376 shares; 2025Q3: 1,455 shares; 2025Q4: 1,530 shares; 2026Q1: 1,715 shares; 2026Q2: 1,835 shares 1,835 $370K 0.02% +120 Timeline DFCF 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: 8,271 shares; 2024Q4: 8,295 shares; 2025Q1: 8,056 shares; 2025Q2: 8,067 shares; 2025Q3: 6,544 shares; 2025Q4: 7,840 shares; 2026Q1: 8,465 shares; 2026Q2: 8,706 shares 8,706 $367K 0.02% +241 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,564 shares; 2024Q4: 2,564 shares; 2025Q1: 2,564 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 2,564 shares; 2026Q2: 2,564 shares 2,564 $365K 0.02% 0 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: 4,341 shares; 2025Q4: 5,302 shares; 2026Q1: 4,502 shares; 2026Q2: 4,719 shares 4,719 $364K 0.02% +217 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,949 shares; 2024Q4: 1,977 shares; 2025Q1: 1,761 shares; 2025Q2: 1,501 shares; 2025Q3: 1,544 shares; 2025Q4: 1,558 shares; 2026Q1: 1,481 shares; 2026Q2: 1,478 shares 1,478 $359K 0.02% -3 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: 2,144 shares; 2024Q4: 1,917 shares; 2025Q1: 1,690 shares; 2025Q2: 2,739 shares; 2025Q3: 3,035 shares; 2025Q4: 3,073 shares; 2026Q1: 1,304 shares; 2026Q2: 1,334 shares 1,334 $359K 0.02% +30 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,943 shares; 2024Q4: 12,269 shares; 2025Q1: 12,444 shares; 2025Q2: 13,116 shares; 2025Q3: 13,531 shares; 2025Q4: 14,601 shares; 2026Q1: 13,347 shares; 2026Q2: 12,833 shares 12,833 $357K 0.02% -514 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 320 shares; 2025Q4: 336 shares; 2026Q1: 243 shares; 2026Q2: 258 shares 258 $357K 0.02% +15 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: 2,070 shares; 2025Q3: 2,074 shares; 2025Q4: 2,110 shares; 2026Q1: 1,952 shares; 2026Q2: 2,220 shares 2,220 $352K 0.02% +268 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 1,494 shares; 2025Q2: 1,648 shares; 2025Q3: 1,547 shares; 2025Q4: 1,443 shares; 2026Q1: 1,308 shares; 2026Q2: 1,308 shares 1,308 $351K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,250 shares; 2024Q4: 5,298 shares; 2025Q1: 5,213 shares; 2025Q2: 5,111 shares; 2025Q3: 4,397 shares; 2025Q4: 4,839 shares; 2026Q1: 3,416 shares; 2026Q2: 4,030 shares 4,030 $350K 0.02% +614 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: 14,672 shares; 2024Q4: 8,013 shares; 2025Q1: 10,924 shares; 2025Q2: 15,162 shares; 2025Q3: 18,255 shares; 2025Q4: 20,289 shares; 2026Q1: 16,556 shares; 2026Q2: 14,485 shares 14,485 $349K 0.02% -2,071 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT 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: 2,409 shares; 2026Q1: 2,288 shares; 2026Q2: 2,320 shares 2,320 $348K 0.02% +32 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 1,209 shares; 2025Q1: 1,497 shares; 2025Q2: 1,487 shares; 2025Q3: 1,485 shares; 2025Q4: 1,575 shares; 2026Q1: 1,562 shares; 2026Q2: 1,400 shares 1,400 $348K 0.02% -162 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: 1,681 shares; 2025Q2: 1,809 shares; 2025Q3: 1,853 shares; 2025Q4: 1,904 shares; 2026Q1: 1,632 shares; 2026Q2: 2,138 shares 2,138 $346K 0.02% +506 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: 7,581 shares 7,581 $342K 0.02% new Timeline SGVT 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,370 shares 3,370 $339K 0.02% new 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: 997 shares; 2024Q4: 1,143 shares; 2025Q1: 1,660 shares; 2025Q2: 1,464 shares; 2025Q3: 1,313 shares; 2025Q4: 1,092 shares; 2026Q1: not reported; 2026Q2: 1,467 shares 1,467 $337K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,286 shares 1,286 $335K 0.02% new 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: 7,417 shares 7,417 $335K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828 shares; 2024Q4: 2,287 shares; 2025Q1: 2,346 shares; 2025Q2: 2,439 shares; 2025Q3: not reported; 2025Q4: 2,442 shares; 2026Q1: 1,968 shares; 2026Q2: 2,562 shares 2,562 $335K 0.02% +594 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 982 shares; 2025Q4: 980 shares; 2026Q1: 752 shares; 2026Q2: 738 shares 738 $333K 0.02% -14 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: 5,227 shares; 2024Q4: not reported; 2025Q1: 6,232 shares; 2025Q2: not reported; 2025Q3: 8,795 shares; 2025Q4: 8,131 shares; 2026Q1: 4,376 shares; 2026Q2: 7,996 shares 7,996 $330K 0.02% +3,620 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: 5,042 shares; 2024Q4: 6,972 shares; 2025Q1: 6,588 shares; 2025Q2: 7,715 shares; 2025Q3: 7,883 shares; 2025Q4: 8,445 shares; 2026Q1: 4,613 shares; 2026Q2: 5,246 shares 5,246 $330K 0.02% +633 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: 8,838 shares; 2024Q4: 9,227 shares; 2025Q1: 9,142 shares; 2025Q2: 9,488 shares; 2025Q3: 9,316 shares; 2025Q4: 8,783 shares; 2026Q1: not reported; 2026Q2: 6,613 shares 6,613 $328K 0.02% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,035 shares 4,035 $327K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares; 2026Q2: 2,913 shares 2,913 $326K 0.02% +311 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: 1,453 shares 1,453 $325K 0.02% new Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 300,371 shares; 2024Q4: 300,372 shares; 2025Q1: 300,372 shares; 2025Q2: 300,371 shares; 2025Q3: 300,376 shares; 2025Q4: 300,372 shares; 2026Q1: not reported; 2026Q2: 5,129 shares 5,129 $325K 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: 1,453 shares 1,453 $321K 0.02% new Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,198 shares; 2024Q4: 3,217 shares; 2025Q1: 3,123 shares; 2025Q2: 3,123 shares; 2025Q3: 3,147 shares; 2025Q4: 3,202 shares; 2026Q1: 3,106 shares; 2026Q2: 3,106 shares 3,106 $320K 0.02% 0 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,384 shares; 2026Q1: not reported; 2026Q2: 3,938 shares 3,938 $319K 0.02% new 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: 90,027 shares; 2024Q4: 125,046 shares; 2025Q1: 202,439 shares; 2025Q2: 202,150 shares; 2025Q3: 160,962 shares; 2025Q4: 148,851 shares; 2026Q1: 6,995 shares; 2026Q2: 5,858 shares 5,858 $314K 0.02% -1,137 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 19,730 shares; 2026Q1: 13,063 shares; 2026Q2: 16,357 shares 16,357 $313K 0.02% +3,294 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 670 shares; 2026Q1: 528 shares; 2026Q2: 594 shares 594 $306K 0.02% +66 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares; 2025Q4: 1,458 shares; 2026Q1: 1,310 shares; 2026Q2: 1,467 shares 1,467 $304K 0.02% +157 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,905 shares; 2024Q4: 2,964 shares; 2025Q1: 3,904 shares; 2025Q2: 6,939 shares; 2025Q3: 2,682 shares; 2025Q4: 3,082 shares; 2026Q1: not reported; 2026Q2: 1,975 shares 1,975 $303K 0.02% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 902 shares 902 $302K 0.02% 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: 8,501 shares; 2024Q4: 7,693 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,114 shares; 2026Q1: not reported; 2026Q2: 6,316 shares 6,316 $300K 0.02% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,709 shares; 2026Q1: not reported; 2026Q2: 4,671 shares 4,671 $300K 0.02% new 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: 995 shares; 2025Q3: 1,127 shares; 2025Q4: 1,232 shares; 2026Q1: 1,078 shares; 2026Q2: 943 shares 943 $300K 0.02% -135 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,936 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,931 shares 1,931 $299K 0.02% new Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,872 shares; 2026Q1: 25,695 shares; 2026Q2: 29,690 shares 29,690 $297K 0.02% +3,995 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,590 shares; 2024Q4: not reported; 2025Q1: 8,590 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 8,590 shares; 2026Q1: 8,590 shares; 2026Q2: 8,590 shares 8,590 $296K 0.02% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,069 shares; 2024Q4: 2,191 shares; 2025Q1: 2,891 shares; 2025Q2: 3,033 shares; 2025Q3: 2,892 shares; 2025Q4: 2,808 shares; 2026Q1: 2,200 shares; 2026Q2: 1,805 shares 1,805 $295K 0.02% -395 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,586 shares; 2024Q4: 16,881 shares; 2025Q1: 16,943 shares; 2025Q2: 17,109 shares; 2025Q3: 17,183 shares; 2025Q4: 17,262 shares; 2026Q1: 17,232 shares; 2026Q2: 17,316 shares 17,316 $289K 0.02% +84 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,056 shares; 2025Q3: 1,111 shares; 2025Q4: 1,314 shares; 2026Q1: 1,101 shares; 2026Q2: 1,207 shares 1,207 $288K 0.02% +106 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396 shares; 2024Q4: 446 shares; 2025Q1: 573 shares; 2025Q2: 604 shares; 2025Q3: 622 shares; 2025Q4: 572 shares; 2026Q1: 461 shares; 2026Q2: 515 shares 515 $288K 0.02% +54 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,233 shares 6,233 $288K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,461 shares; 2024Q4: 1,822 shares; 2025Q1: 1,758 shares; 2025Q2: 2,816 shares; 2025Q3: 2,930 shares; 2025Q4: 2,579 shares; 2026Q1: 1,034 shares; 2026Q2: 1,166 shares 1,166 $287K 0.02% +132 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: 1,558 shares; 2025Q2: not reported; 2025Q3: 1,315 shares; 2025Q4: 1,282 shares; 2026Q1: 1,015 shares; 2026Q2: 1,098 shares 1,098 $286K 0.02% +83 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 590 shares 590 $285K 0.02% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 144 shares 144 $285K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,895 shares 13,895 $285K 0.02% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 832 shares; 2025Q1: 942 shares; 2025Q2: 856 shares; 2025Q3: 929 shares; 2025Q4: 939 shares; 2026Q1: 829 shares; 2026Q2: 861 shares 861 $284K 0.02% +32 Timeline XMTR XOMETRY INC More: the full row for XOMETRY 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: 2,934 shares 2,934 $283K 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: 373 shares; 2024Q4: 502 shares; 2025Q1: 460 shares; 2025Q2: 483 shares; 2025Q3: 485 shares; 2025Q4: 484 shares; 2026Q1: 400 shares; 2026Q2: 401 shares 401 $282K 0.02% +1 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: 16,797 shares; 2024Q4: 15,467 shares; 2025Q1: 16,296 shares; 2025Q2: 16,657 shares; 2025Q3: 17,139 shares; 2025Q4: 17,112 shares; 2026Q1: 10,260 shares; 2026Q2: 11,952 shares 11,952 $282K 0.02% +1,692 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: 1,290 shares; 2024Q4: 1,286 shares; 2025Q1: 1,409 shares; 2025Q2: 1,480 shares; 2025Q3: 1,492 shares; 2025Q4: 1,459 shares; 2026Q1: 1,530 shares; 2026Q2: 1,322 shares 1,322 $282K 0.02% -208 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,385 shares; 2025Q1: 11,389 shares; 2025Q2: 11,611 shares; 2025Q3: 11,903 shares; 2025Q4: 11,610 shares; 2026Q1: 11,606 shares; 2026Q2: 11,706 shares 11,706 $281K 0.02% +100 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 860 shares; 2025Q4: 854 shares; 2026Q1: 791 shares; 2026Q2: 4,229 shares 4,229 $278K 0.02% +3,438 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: 6,508 shares; 2024Q4: 4,147 shares; 2025Q1: 4,147 shares; 2025Q2: 4,147 shares; 2025Q3: 4,147 shares; 2025Q4: 4,147 shares; 2026Q1: 4,147 shares; 2026Q2: 4,147 shares 4,147 $278K 0.02% 0 Timeline PAVE 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,713 shares 4,713 $278K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 305 shares; 2024Q4: 244 shares; 2025Q1: 345 shares; 2025Q2: 329 shares; 2025Q3: 279 shares; 2025Q4: not reported; 2026Q1: 236 shares; 2026Q2: 265 shares 265 $276K 0.02% +29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,520 shares 9,520 $276K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares 693 $273K 0.02% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,174 shares; 2026Q1: 1,038 shares; 2026Q2: 1,033 shares 1,033 $272K 0.02% -5 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: 3,246 shares; 2024Q4: 2,837 shares; 2025Q1: 2,429 shares; 2025Q2: 2,051 shares; 2025Q3: 2,502 shares; 2025Q4: 2,392 shares; 2026Q1: 2,468 shares; 2026Q2: 2,458 shares 2,458 $272K 0.02% -10 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,193 shares; 2025Q4: 6,036 shares; 2026Q1: 6,077 shares; 2026Q2: 6,129 shares 6,129 $270K 0.02% +52 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 431 shares; 2025Q1: 584 shares; 2025Q2: 614 shares; 2025Q3: 612 shares; 2025Q4: 574 shares; 2026Q1: 599 shares; 2026Q2: 480 shares 480 $269K 0.02% -119 Timeline ACWV 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: 2,356 shares; 2026Q2: 2,234 shares 2,234 $269K 0.02% -122 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,645 shares; 2024Q4: 3,020 shares; 2025Q1: 3,267 shares; 2025Q2: 3,277 shares; 2025Q3: 3,314 shares; 2025Q4: 3,586 shares; 2026Q1: 2,957 shares; 2026Q2: 2,349 shares 2,349 $268K 0.02% -608 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,568 shares 1,568 $268K 0.02% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,421 shares; 2026Q1: 3,421 shares; 2026Q2: 3,421 shares 3,421 $268K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,144 shares; 2026Q2: 1,487 shares 1,487 $267K 0.02% +343 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,990 shares; 2025Q4: 4,182 shares; 2026Q1: 4,458 shares; 2026Q2: 4,923 shares 4,923 $267K 0.02% +465 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares; 2026Q2: 1,811 shares 1,811 $265K 0.02% +236 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,345 shares; 2026Q2: 4,345 shares 4,345 $265K 0.02% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,520 shares; 2026Q1: 3,778 shares; 2026Q2: 3,638 shares 3,638 $265K 0.02% -140 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,407 shares; 2026Q2: 5,929 shares 5,929 $262K 0.02% +522 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,748 shares; 2024Q4: 2,267 shares; 2025Q1: 2,708 shares; 2025Q2: 2,599 shares; 2025Q3: 2,585 shares; 2025Q4: 2,717 shares; 2026Q1: 1,114 shares; 2026Q2: 1,564 shares 1,564 $262K 0.02% +450 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,499 shares; 2025Q1: 2,699 shares; 2025Q2: 3,126 shares; 2025Q3: 2,869 shares; 2025Q4: 3,178 shares; 2026Q1: 1,730 shares; 2026Q2: 1,347 shares 1,347 $262K 0.02% -383 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: 1,323 shares; 2024Q4: 1,399 shares; 2025Q1: 1,649 shares; 2025Q2: 1,773 shares; 2025Q3: 1,769 shares; 2025Q4: 1,849 shares; 2026Q1: 1,084 shares; 2026Q2: 1,164 shares 1,164 $260K 0.02% +80 Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; 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: 8,373 shares; 2026Q2: 8,411 shares 8,411 $256K 0.02% +38 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: 774 shares; 2024Q4: 867 shares; 2025Q1: 922 shares; 2025Q2: 1,066 shares; 2025Q3: 1,249 shares; 2025Q4: 6,231 shares; 2026Q1: 3,634 shares; 2026Q2: 2,555 shares 2,555 $254K 0.01% -1,079 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares; 2026Q2: 305 shares 305 $253K 0.01% +24 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,212 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,884 shares 3,884 $249K 0.01% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,218 shares; 2024Q4: 26,280 shares; 2025Q1: 23,590 shares; 2025Q2: 23,389 shares; 2025Q3: 23,389 shares; 2025Q4: 23,389 shares; 2026Q1: 23,389 shares; 2026Q2: 2,147 shares 2,147 $248K 0.01% -21,242 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,091 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,253 shares 3,253 $245K 0.01% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,591 shares; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,343 shares; 2025Q3: 1,251 shares; 2025Q4: 1,258 shares; 2026Q1: not reported; 2026Q2: 973 shares 973 $243K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 665 shares 665 $243K 0.01% new Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,290 shares; 2025Q4: 6,338 shares; 2026Q1: 6,587 shares; 2026Q2: 6,625 shares 6,625 $242K 0.01% +38 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,942 shares; 2025Q4: 18,942 shares; 2026Q1: 18,942 shares; 2026Q2: 18,915 shares 18,915 $241K 0.01% -27 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: 10,050 shares; 2025Q1: 11,753 shares; 2025Q2: 13,068 shares; 2025Q3: 12,986 shares; 2025Q4: 12,887 shares; 2026Q1: 7,817 shares; 2026Q2: 7,690 shares 7,690 $241K 0.01% -127 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,581 shares; 2024Q4: 16,938 shares; 2025Q1: 11,708 shares; 2025Q2: 16,048 shares; 2025Q3: 11,322 shares; 2025Q4: 9,172 shares; 2026Q1: 8,064 shares; 2026Q2: 7,148 shares 7,148 $241K 0.01% -916 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,001 shares; 2026Q1: not reported; 2026Q2: 2,562 shares 2,562 $240K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,442 shares; 2024Q4: 3,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,664 shares; 2026Q2: 3,873 shares 3,873 $240K 0.01% +209 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: 5,989 shares; 2024Q4: 7,020 shares; 2025Q1: 7,333 shares; 2025Q2: 8,468 shares; 2025Q3: 5,962 shares; 2025Q4: 5,038 shares; 2026Q1: not reported; 2026Q2: 3,271 shares 3,271 $240K 0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,213 shares; 2026Q2: 2,214 shares 2,214 $239K 0.01% +1 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $238K 0.01% 0 Timeline ISCG 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: 4,422 shares; 2026Q2: 3,613 shares 3,613 $237K 0.01% -809 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: 3,048 shares; 2024Q4: 2,898 shares; 2025Q1: 3,428 shares; 2025Q2: 3,719 shares; 2025Q3: not reported; 2025Q4: 2,324 shares; 2026Q1: 2,458 shares; 2026Q2: 2,203 shares 2,203 $237K 0.01% -255 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: 24,620 shares; 2024Q4: 25,890 shares; 2025Q1: 27,365 shares; 2025Q2: 29,291 shares; 2025Q3: 29,877 shares; 2025Q4: 33,134 shares; 2026Q1: 16,095 shares; 2026Q2: 17,124 shares 17,124 $236K 0.01% +1,029 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 566 shares; 2025Q3: 958 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 528 shares 528 $236K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,445 shares 1,445 $234K 0.01% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares; 2026Q1: 2,726 shares; 2026Q2: 2,942 shares 2,942 $234K 0.01% +216 Timeline MLPX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,162 shares 3,162 $233K 0.01% new Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,981 shares 1,981 $232K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,222 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,654 shares; 2025Q4: 2,952 shares; 2026Q1: not reported; 2026Q2: 2,747 shares 2,747 $230K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,382 shares; 2026Q2: 1,430 shares 1,430 $229K 0.01% +48 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,341 shares; 2025Q4: 10,664 shares; 2026Q1: 7,947 shares; 2026Q2: 8,571 shares 8,571 $229K 0.01% +624 Timeline GWX 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: 14,437 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,473 shares; 2025Q3: 5,472 shares; 2025Q4: 5,318 shares; 2026Q1: 5,212 shares; 2026Q2: 5,213 shares 5,213 $228K 0.01% +1 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,399 shares; 2026Q2: 19,443 shares 19,443 $227K 0.01% +2,044 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: 1,946 shares; 2024Q4: 1,947 shares; 2025Q1: 1,969 shares; 2025Q2: 1,970 shares; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares; 2026Q1: 2,049 shares; 2026Q2: 2,129 shares 2,129 $227K 0.01% +80 Timeline RLI RLI CORP More: the full row for RLI 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: 3,797 shares 3,797 $224K 0.01% new 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: 2,754 shares; 2024Q4: 3,013 shares; 2025Q1: 2,644 shares; 2025Q2: 3,152 shares; 2025Q3: 3,046 shares; 2025Q4: 2,477 shares; 2026Q1: not reported; 2026Q2: 1,450 shares 1,450 $224K 0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,916 shares; 2025Q4: 3,227 shares; 2026Q1: not reported; 2026Q2: 2,516 shares 2,516 $223K 0.01% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,583 shares; 2024Q4: 28,175 shares; 2025Q1: 25,345 shares; 2025Q2: 37,537 shares; 2025Q3: 35,479 shares; 2025Q4: 35,375 shares; 2026Q1: 10,880 shares; 2026Q2: 11,132 shares 11,132 $223K 0.01% +252 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 594 shares; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: 613 shares; 2025Q3: 678 shares; 2025Q4: 628 shares; 2026Q1: 410 shares; 2026Q2: 424 shares 424 $223K 0.01% +14 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,993 shares; 2024Q4: 5,646 shares; 2025Q1: 10,249 shares; 2025Q2: 12,804 shares; 2025Q3: 11,679 shares; 2025Q4: 5,039 shares; 2026Q1: not reported; 2026Q2: 3,858 shares 3,858 $223K 0.01% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,426 shares; 2024Q4: 12,426 shares; 2025Q1: 12,426 shares; 2025Q2: 12,426 shares; 2025Q3: 12,426 shares; 2025Q4: 12,426 shares; 2026Q1: 12,426 shares; 2026Q2: 12,426 shares 12,426 $222K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,792 shares; 2025Q3: 1,904 shares; 2025Q4: 1,574 shares; 2026Q1: not reported; 2026Q2: 1,549 shares 1,549 $222K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,123 shares; 2024Q4: 15,055 shares; 2025Q1: 14,437 shares; 2025Q2: 18,738 shares; 2025Q3: 18,029 shares; 2025Q4: 23,510 shares; 2026Q1: 15,667 shares; 2026Q2: 15,908 shares 15,908 $221K 0.01% +241 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,692 shares; 2026Q1: 4,899 shares; 2026Q2: 4,875 shares 4,875 $218K 0.01% -24 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 592 shares; 2024Q4: 406 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 543 shares; 2026Q1: 385 shares; 2026Q2: 348 shares 348 $217K 0.01% -37 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: 17,844 shares; 2024Q4: 18,174 shares; 2025Q1: 14,967 shares; 2025Q2: 20,378 shares; 2025Q3: 19,264 shares; 2025Q4: 21,673 shares; 2026Q1: not reported; 2026Q2: 8,643 shares 8,643 $217K 0.01% new 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: 5,237 shares; 2024Q4: 5,115 shares; 2025Q1: 5,487 shares; 2025Q2: 5,490 shares; 2025Q3: 3,417 shares; 2025Q4: 3,015 shares; 2026Q1: 2,622 shares; 2026Q2: 3,003 shares 3,003 $216K 0.01% +381 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,834 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $216K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,425 shares; 2024Q4: 5,193 shares; 2025Q1: 5,521 shares; 2025Q2: 7,402 shares; 2025Q3: 7,180 shares; 2025Q4: 6,899 shares; 2026Q1: not reported; 2026Q2: 2,882 shares 2,882 $215K 0.01% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 2,592 shares 2,592 $214K 0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 37,843 shares; 2025Q1: 38,806 shares; 2025Q2: 39,845 shares; 2025Q3: 18,264 shares; 2025Q4: 17,692 shares; 2026Q1: 17,236 shares; 2026Q2: 16,622 shares 16,622 $214K 0.01% -614 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,761 shares 1,761 $214K 0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,773 shares; 2024Q4: 3,798 shares; 2025Q1: 3,882 shares; 2025Q2: 4,092 shares; 2025Q3: 3,868 shares; 2025Q4: 3,366 shares; 2026Q1: not reported; 2026Q2: 1,969 shares 1,969 $213K 0.01% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,846 shares 1,846 $212K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares; 2026Q1: not reported; 2026Q2: 1,658 shares 1,658 $212K 0.01% new Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,402 shares 1,402 $212K 0.01% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 741 shares; 2024Q4: 779 shares; 2025Q1: 946 shares; 2025Q2: 890 shares; 2025Q3: 900 shares; 2025Q4: 929 shares; 2026Q1: 737 shares; 2026Q2: 636 shares 636 $211K 0.01% -101 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 4,848 shares; 2025Q3: 6,380 shares; 2025Q4: 5,592 shares; 2026Q1: 4,890 shares; 2026Q2: 4,526 shares 4,526 $211K 0.01% -364 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: 30,453 shares; 2024Q4: 29,134 shares; 2025Q1: 29,119 shares; 2025Q2: 32,596 shares; 2025Q3: 32,543 shares; 2025Q4: 32,142 shares; 2026Q1: 21,979 shares; 2026Q2: 22,016 shares 22,016 $211K 0.01% +37 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: 578 shares; 2024Q4: 535 shares; 2025Q1: 685 shares; 2025Q2: 694 shares; 2025Q3: 696 shares; 2025Q4: 733 shares; 2026Q1: not reported; 2026Q2: 466 shares 466 $211K 0.01% new Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,761 shares; 2024Q4: 6,761 shares; 2025Q1: 6,761 shares; 2025Q2: 6,769 shares; 2025Q3: 6,775 shares; 2025Q4: 6,766 shares; 2026Q1: 6,921 shares; 2026Q2: 6,675 shares 6,675 $209K 0.01% -246 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 536 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,818 shares 1,818 $209K 0.01% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH 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: 1,633 shares 1,633 $207K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 644 shares; 2025Q4: 532 shares; 2026Q1: not reported; 2026Q2: 521 shares 521 $207K 0.01% new 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: not reported; 2026Q1: not reported; 2026Q2: 1,218 shares 1,218 $207K 0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,927 shares; 2025Q3: 3,019 shares; 2025Q4: 3,182 shares; 2026Q1: 2,945 shares; 2026Q2: 2,481 shares 2,481 $206K 0.01% -464 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 3,046 shares; 2025Q4: not reported; 2026Q1: 4,021 shares; 2026Q2: 3,922 shares 3,922 $205K 0.01% -99 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 2,559 shares 2,559 $205K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 755 shares 755 $205K 0.01% new Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,135 shares; 2024Q4: 5,397 shares; 2025Q1: 4,408 shares; 2025Q2: 4,646 shares; 2025Q3: 5,210 shares; 2025Q4: 5,211 shares; 2026Q1: 4,951 shares; 2026Q2: 4,914 shares 4,914 $205K 0.01% -37 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,044 shares; 2026Q2: 2,083 shares 2,083 $205K 0.01% -961 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: 6,039 shares; 2024Q4: 5,785 shares; 2025Q1: 5,404 shares; 2025Q2: 6,743 shares; 2025Q3: 6,737 shares; 2025Q4: 6,426 shares; 2026Q1: 2,339 shares; 2026Q2: 2,635 shares 2,635 $204K 0.01% +296 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,594 shares 3,594 $203K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 514 shares 514 $202K 0.01% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; 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: 2,021 shares 2,021 $202K 0.01% new Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,013 shares; 2024Q4: not reported; 2025Q1: 4,863 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,863 shares; 2026Q1: 4,863 shares; 2026Q2: 4,863 shares 4,863 $201K 0.01% 0 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR 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: 1,571 shares 1,571 $201K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 575 shares; 2024Q4: 574 shares; 2025Q1: 538 shares; 2025Q2: 922 shares; 2025Q3: 889 shares; 2025Q4: 923 shares; 2026Q1: not reported; 2026Q2: 348 shares 348 $201K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,058 shares; 2024Q4: 1,738 shares; 2025Q1: 2,292 shares; 2025Q2: 2,442 shares; 2025Q3: 1,963 shares; 2025Q4: 2,113 shares; 2026Q1: 1,556 shares; 2026Q2: 1,202 shares 1,202 $200K 0.01% -354 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,091 shares; 2024Q4: not reported; 2025Q1: 3,093 shares; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,692 shares 2,692 $200K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 540 shares 540 $200K 0.01% new 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: 24,905 shares; 2024Q4: 21,612 shares; 2025Q1: 27,029 shares; 2025Q2: 36,313 shares; 2025Q3: 35,584 shares; 2025Q4: 36,118 shares; 2026Q1: 27,462 shares; 2026Q2: 27,820 shares 27,820 $162K 0.01% +358 Timeline