IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,321,388 shares; 2024Q4: 2,586,389 shares; 2025Q1: 2,767,550 shares; 2025Q2: 3,036,844 shares; 2025Q3: 3,370,931 shares; 2025Q4: 3,772,169 shares; 2026Q1: 3,893,371 shares; 2026Q2: 4,464,120 shares 4,464,120 $492M 9.53% +570,749 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,251,726 shares; 2024Q4: 2,387,215 shares; 2025Q1: 2,180,507 shares; 2025Q2: 2,203,650 shares; 2025Q3: 2,346,137 shares; 2025Q4: 2,615,739 shares; 2026Q1: 3,579,192 shares; 2026Q2: 2,920,221 shares 2,920,221 $347M 6.73% -658,971 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,637,976 shares; 2024Q4: 1,801,697 shares; 2025Q1: 2,142,183 shares; 2025Q2: 2,349,882 shares; 2025Q3: 2,634,839 shares; 2025Q4: 2,886,475 shares; 2026Q1: 4,836,410 shares; 2026Q2: 3,263,559 shares 3,263,559 $273M 5.29% -1,572,851 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: 4,620,587 shares; 2024Q4: 4,153,526 shares; 2025Q1: 4,135,251 shares; 2025Q2: 3,752,017 shares; 2025Q3: 4,222,690 shares; 2025Q4: 4,604,175 shares; 2026Q1: 7,645,647 shares; 2026Q2: 5,336,406 shares 5,336,406 $246M 4.77% -2,309,241 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 840,995 shares; 2024Q4: 874,688 shares; 2025Q1: 869,695 shares; 2025Q2: 741,665 shares; 2025Q3: 805,325 shares; 2025Q4: 1,131,808 shares; 2026Q1: 1,133,813 shares; 2026Q2: 1,322,967 shares 1,322,967 $208M 4.02% +189,154 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,703 shares; 2025Q1: 16,172 shares; 2025Q2: 27,207 shares; 2025Q3: 39,677 shares; 2025Q4: 1,475,543 shares; 2026Q1: 3,051,056 shares; 2026Q2: 1,885,486 shares 1,885,486 $182M 3.52% -1,165,570 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,064,220 shares; 2024Q4: 1,477,499 shares; 2025Q1: 2,407,903 shares; 2025Q2: 2,692,601 shares; 2025Q3: 2,970,673 shares; 2025Q4: 2,442,525 shares; 2026Q1: 4,025,407 shares; 2026Q2: 2,576,518 shares 2,576,518 $139M 2.7% -1,448,889 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 508,333 shares; 2026Q2: 550,893 shares 550,893 $136M 2.63% +42,560 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099,493 shares; 2024Q4: 1,138,267 shares; 2025Q1: 1,782,359 shares; 2025Q2: 1,469,931 shares; 2025Q3: 1,676,585 shares; 2025Q4: 2,099,816 shares; 2026Q1: 3,811,756 shares; 2026Q2: 2,824,513 shares 2,824,513 $133M 2.58% -987,243 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: 531,906 shares; 2024Q4: 600,125 shares; 2025Q1: 788,617 shares; 2025Q2: 782,445 shares; 2025Q3: 880,946 shares; 2025Q4: 818,786 shares; 2026Q1: 930,665 shares; 2026Q2: 593,900 shares 593,900 $130M 2.52% -336,765 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 947,287 shares; 2024Q4: 1,110,623 shares; 2025Q1: 1,822,184 shares; 2025Q2: 1,562,415 shares; 2025Q3: 1,805,453 shares; 2025Q4: 2,045,637 shares; 2026Q1: 3,298,834 shares; 2026Q2: 2,530,961 shares 2,530,961 $125M 2.42% -767,873 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: not reported; 2024Q4: 477 shares; 2025Q1: not reported; 2025Q2: 329,758 shares; 2025Q3: 363,425 shares; 2025Q4: 623,771 shares; 2026Q1: 2,996,562 shares; 2026Q2: 1,895,511 shares 1,895,511 $112M 2.17% -1,101,051 Timeline DIHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,840,775 shares; 2025Q3: 2,047,454 shares; 2025Q4: 2,671,379 shares; 2026Q1: 5,137,263 shares; 2026Q2: 3,071,494 shares 3,071,494 $105M 2.03% -2,065,769 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: 1,003 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 673,808 shares; 2026Q1: 2,695,326 shares; 2026Q2: 1,646,301 shares 1,646,301 $97M 1.88% -1,049,025 Timeline FTEC 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: 168,770 shares; 2024Q4: 192,219 shares; 2025Q1: 214,133 shares; 2025Q2: 241,903 shares; 2025Q3: 263,250 shares; 2025Q4: 278,876 shares; 2026Q1: 547,277 shares; 2026Q2: 323,063 shares 323,063 $92.3M 1.79% -224,214 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032,362 shares; 2024Q4: 1,078,965 shares; 2025Q1: 2,117,604 shares; 2025Q2: 1,155,914 shares; 2025Q3: 1,184,479 shares; 2025Q4: 1,208,266 shares; 2026Q1: 1,910,625 shares; 2026Q2: 1,677,279 shares 1,677,279 $90.2M 1.75% -233,346 Timeline DFIC 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: 2,644,018 shares; 2024Q4: 2,493,128 shares; 2025Q1: 4,730,371 shares; 2025Q2: 2,523,479 shares; 2025Q3: 2,553,719 shares; 2025Q4: 2,510,632 shares; 2026Q1: 2,557,353 shares; 2026Q2: 2,234,347 shares 2,234,347 $83.3M 1.61% -323,006 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,710 shares; 2024Q4: 359,180 shares; 2025Q1: 125,577 shares; 2025Q2: 454,736 shares; 2025Q3: 510,008 shares; 2025Q4: 598,995 shares; 2026Q1: 1,052,328 shares; 2026Q2: 1,229,693 shares 1,229,693 $82.7M 1.6% +177,365 Timeline FSMD 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: not reported; 2024Q4: 1,293 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,257,283 shares; 2026Q1: 1,230,588 shares; 2026Q2: 1,439,993 shares 1,439,993 $76.1M 1.47% +209,405 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 674,663 shares; 2024Q4: 727,374 shares; 2025Q1: 1,604,428 shares; 2025Q2: 1,094,296 shares; 2025Q3: 1,154,612 shares; 2025Q4: 1,252,271 shares; 2026Q1: 1,836,270 shares; 2026Q2: 1,401,838 shares 1,401,838 $73.4M 1.42% -434,432 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: 122,491 shares; 2024Q4: 142,042 shares; 2025Q1: 75,934 shares; 2025Q2: 228,501 shares; 2025Q3: 242,138 shares; 2025Q4: 264,985 shares; 2026Q1: 520,387 shares; 2026Q2: 315,993 shares 315,993 $71.7M 1.39% -204,394 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,848 shares; 2024Q4: 617,629 shares; 2025Q1: 1,611,950 shares; 2025Q2: 1,586,659 shares; 2025Q3: 1,742,132 shares; 2025Q4: 2,244,274 shares; 2026Q1: 3,251,917 shares; 2026Q2: 3,967,998 shares 3,967,998 $70.6M 1.37% +716,081 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,269,077 shares; 2024Q4: 1,288,872 shares; 2025Q1: 2,475,711 shares; 2025Q2: 1,471,668 shares; 2025Q3: 1,527,200 shares; 2025Q4: 1,548,613 shares; 2026Q1: 1,981,354 shares; 2026Q2: 1,688,835 shares 1,688,835 $66.7M 1.29% -292,519 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: 402,734 shares; 2024Q4: 493,112 shares; 2025Q1: 356,377 shares; 2025Q2: 419,810 shares; 2025Q3: 440,725 shares; 2025Q4: 473,402 shares; 2026Q1: 916,625 shares; 2026Q2: 616,563 shares 616,563 $66.4M 1.29% -300,062 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,545 shares; 2025Q1: 9,632 shares; 2025Q2: 8,384 shares; 2025Q3: 9,458 shares; 2025Q4: 771,355 shares; 2026Q1: 2,163,059 shares; 2026Q2: 1,337,537 shares 1,337,537 $64.8M 1.25% -825,522 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: 163,757 shares; 2025Q3: 182,523 shares; 2025Q4: 206,700 shares; 2026Q1: 923,635 shares; 2026Q2: 627,164 shares 627,164 $64.1M 1.24% -296,471 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: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,868,259 shares; 2026Q2: 2,096,996 shares 2,096,996 $59.5M 1.15% -771,263 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: 704,788 shares; 2024Q4: 767,016 shares; 2025Q1: 788,564 shares; 2025Q2: 905,403 shares; 2025Q3: 859,972 shares; 2025Q4: 793,054 shares; 2026Q1: 1,098,741 shares; 2026Q2: 1,144,888 shares 1,144,888 $57.9M 1.12% +46,147 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: 192,435 shares; 2024Q4: 282,649 shares; 2025Q1: 526,681 shares; 2025Q2: 713,729 shares; 2025Q3: 931,359 shares; 2025Q4: 1,097,089 shares; 2026Q1: 1,806,176 shares; 2026Q2: 1,246,705 shares 1,246,705 $51.4M 1% -559,471 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 375,104 shares; 2024Q4: 405,247 shares; 2025Q1: 436,674 shares; 2025Q2: 478,100 shares; 2025Q3: 526,364 shares; 2025Q4: 569,266 shares; 2026Q1: 964,191 shares; 2026Q2: 656,588 shares 656,588 $49.7M 0.96% -307,603 Timeline ONEY 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: 67,027 shares; 2024Q4: 67,339 shares; 2025Q1: 421,115 shares; 2025Q2: 252,445 shares; 2025Q3: 263,788 shares; 2025Q4: 363,542 shares; 2026Q1: 350,816 shares; 2026Q2: 376,930 shares 376,930 $48.3M 0.94% +26,114 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: 272,247 shares; 2024Q4: 273,157 shares; 2025Q1: 294,263 shares; 2025Q2: 314,688 shares; 2025Q3: 121,047 shares; 2025Q4: 191,723 shares; 2026Q1: 801,268 shares; 2026Q2: 692,813 shares 692,813 $41.8M 0.81% -108,455 Timeline IAGG 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: 736,346 shares; 2026Q2: 804,432 shares 804,432 $40.7M 0.79% +68,086 Timeline VMBS 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: 648,805 shares; 2024Q4: 775,541 shares; 2025Q1: 849,464 shares; 2025Q2: 971,032 shares; 2025Q3: 1,105,746 shares; 2025Q4: 694,210 shares; 2026Q1: 696,072 shares; 2026Q2: 859,919 shares 859,919 $40.3M 0.78% +163,847 Timeline XEMD BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504,648 shares; 2026Q2: 879,172 shares 879,172 $39.5M 0.77% +374,524 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: 249,363 shares; 2024Q4: 270,756 shares; 2025Q1: 444,211 shares; 2025Q2: 479,901 shares; 2025Q3: 550,887 shares; 2025Q4: 593,590 shares; 2026Q1: 544,803 shares; 2026Q2: 395,483 shares 395,483 $37.4M 0.72% -149,320 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,203,074 shares; 2024Q4: 1,229,373 shares; 2025Q1: 2,290,401 shares; 2025Q2: 1,237,354 shares; 2025Q3: 1,259,454 shares; 2025Q4: 1,248,534 shares; 2026Q1: 863,114 shares; 2026Q2: 768,961 shares 768,961 $31.5M 0.61% -94,153 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: 136,949 shares; 2024Q4: 138,732 shares; 2025Q1: 215,650 shares; 2025Q2: 141,354 shares; 2025Q3: 146,775 shares; 2025Q4: 146,975 shares; 2026Q1: 167,142 shares; 2026Q2: 154,521 shares 154,521 $30.9M 0.6% -12,621 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 457,895 shares; 2024Q4: 619,739 shares; 2025Q1: 905,627 shares; 2025Q2: 1,156,455 shares; 2025Q3: 1,459,162 shares; 2025Q4: 1,619,964 shares; 2026Q1: 2,003,929 shares; 2026Q2: 1,386,767 shares 1,386,767 $30.9M 0.6% -617,162 Timeline JPIB 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 663,626 shares; 2026Q2: 534,010 shares 534,010 $25.8M 0.5% -129,616 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 288,059 shares; 2024Q4: 294,867 shares; 2025Q1: 642,836 shares; 2025Q2: 404,973 shares; 2025Q3: 425,307 shares; 2025Q4: 502,128 shares; 2026Q1: 696,640 shares; 2026Q2: 573,031 shares 573,031 $25.8M 0.5% -123,609 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 639,942 shares; 2026Q2: 517,038 shares 517,038 $25.2M 0.49% -122,904 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 565,125 shares; 2026Q1: 1,077,203 shares; 2026Q2: 744,539 shares 744,539 $24.5M 0.48% -332,664 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: 58,797 shares; 2024Q4: 60,851 shares; 2025Q1: 106,197 shares; 2025Q2: 66,254 shares; 2025Q3: 68,407 shares; 2025Q4: 69,801 shares; 2026Q1: 83,101 shares; 2026Q2: 79,480 shares 79,480 $23M 0.45% -3,621 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: 195,263 shares; 2024Q4: 195,004 shares; 2025Q1: 340,841 shares; 2025Q2: 209,142 shares; 2025Q3: 223,652 shares; 2025Q4: 233,118 shares; 2026Q1: 219,931 shares; 2026Q2: 247,841 shares 247,841 $22.6M 0.44% +27,910 Timeline CGIB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314,847 shares; 2026Q1: 1,256,014 shares; 2026Q2: 877,172 shares 877,172 $22.4M 0.43% -378,842 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,208,324 shares; 2026Q2: 891,421 shares 891,421 $21.5M 0.42% -316,903 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: 41,624 shares; 2024Q4: 44,195 shares; 2025Q1: 48,064 shares; 2025Q2: 51,115 shares; 2025Q3: 25,133 shares; 2025Q4: 26,572 shares; 2026Q1: 59,166 shares; 2026Q2: 57,275 shares 57,275 $21.4M 0.41% -1,891 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,633 shares; 2024Q4: 178,958 shares; 2025Q1: 198,213 shares; 2025Q2: 254,661 shares; 2025Q3: 326,663 shares; 2025Q4: 374,496 shares; 2026Q1: 716,897 shares; 2026Q2: 483,526 shares 483,526 $20.5M 0.4% -233,371 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: 138,061 shares; 2024Q4: 150,133 shares; 2025Q1: 437,323 shares; 2025Q2: 486,809 shares; 2025Q3: 542,447 shares; 2025Q4: 328,543 shares; 2026Q1: 6,143 shares; 2026Q2: 246,644 shares 246,644 $19.9M 0.38% +240,501 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: 19,167 shares; 2024Q4: 24,952 shares; 2025Q1: 40,359 shares; 2025Q2: 35,021 shares; 2025Q3: 38,948 shares; 2025Q4: 41,393 shares; 2026Q1: 37,895 shares; 2026Q2: 52,468 shares 52,468 $18.8M 0.36% +14,573 Timeline DFGX 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: not reported; 2024Q4: 5,477 shares; 2025Q1: not reported; 2025Q2: 63,842 shares; 2025Q3: 110,480 shares; 2025Q4: 162,276 shares; 2026Q1: 258,466 shares; 2026Q2: 337,014 shares 337,014 $18.1M 0.35% +78,548 Timeline DFUS 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: not reported; 2024Q4: 13,754 shares; 2025Q1: 45,412 shares; 2025Q2: 73,455 shares; 2025Q3: 105,223 shares; 2025Q4: 130,210 shares; 2026Q1: 252,541 shares; 2026Q2: 182,065 shares 182,065 $14.9M 0.29% -70,476 Timeline AVUS 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: 8,914 shares; 2025Q1: 24,613 shares; 2025Q2: 42,077 shares; 2025Q3: 66,377 shares; 2025Q4: 76,862 shares; 2026Q1: 158,988 shares; 2026Q2: 113,808 shares 113,808 $14.6M 0.28% -45,180 Timeline DFSD 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: not reported; 2024Q4: 190 shares; 2025Q1: 24,490 shares; 2025Q2: 55,603 shares; 2025Q3: 102,033 shares; 2025Q4: 140,865 shares; 2026Q1: 210,864 shares; 2026Q2: 278,096 shares 278,096 $13.3M 0.26% +67,232 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: 33,439 shares; 2024Q4: 33,859 shares; 2025Q1: 61,540 shares; 2025Q2: 50,421 shares; 2025Q3: 49,555 shares; 2025Q4: 49,582 shares; 2026Q1: 34,202 shares; 2026Q2: 50,362 shares 50,362 $12M 0.23% +16,160 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 174,688 shares; 2024Q4: 176,765 shares; 2025Q1: 306,946 shares; 2025Q2: 170,877 shares; 2025Q3: 176,894 shares; 2025Q4: 227,919 shares; 2026Q1: 188,886 shares; 2026Q2: 224,493 shares 224,493 $11.8M 0.23% +35,607 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: not reported; 2024Q4: 9,306 shares; 2025Q1: 47,262 shares; 2025Q2: 100,230 shares; 2025Q3: 185,584 shares; 2025Q4: 256,523 shares; 2026Q1: 225,124 shares; 2026Q2: 284,724 shares 284,724 $11.8M 0.23% +59,600 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: 4,449 shares; 2025Q1: 16,225 shares; 2025Q2: 30,661 shares; 2025Q3: 55,760 shares; 2025Q4: 67,495 shares; 2026Q1: 135,582 shares; 2026Q2: 85,683 shares 85,683 $10.7M 0.21% -49,899 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 139,319 shares 139,319 $10.7M 0.21% new Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,021 shares; 2026Q2: 202,779 shares 202,779 $10.4M 0.2% +48,758 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: 31,458 shares; 2024Q4: 26,820 shares; 2025Q1: 37,486 shares; 2025Q2: 29,897 shares; 2025Q3: 33,115 shares; 2025Q4: 31,049 shares; 2026Q1: 23,296 shares; 2026Q2: 31,368 shares 31,368 $10.3M 0.2% +8,072 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: 3,259 shares; 2024Q4: 413 shares; 2025Q1: 219 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,817 shares; 2026Q1: 18,903 shares; 2026Q2: 8,471 shares 8,471 $9.78M 0.19% -10,432 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: 2,925 shares; 2024Q4: 3,561 shares; 2025Q1: 5,834 shares; 2025Q2: 9,467 shares; 2025Q3: 11,606 shares; 2025Q4: 11,688 shares; 2026Q1: 5,963 shares; 2026Q2: 13,273 shares 13,273 $9.6M 0.19% +7,310 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: 28,563 shares; 2024Q4: 26,868 shares; 2025Q1: 37,502 shares; 2025Q2: 25,667 shares; 2025Q3: 26,663 shares; 2025Q4: 25,953 shares; 2026Q1: 22,868 shares; 2026Q2: 25,117 shares 25,117 $9.49M 0.18% +2,249 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 335,901 shares; 2026Q2: 205,463 shares 205,463 $8.67M 0.17% -130,438 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,389 shares; 2024Q4: 18,637 shares; 2025Q1: 14,314 shares; 2025Q2: 202,348 shares; 2025Q3: 249,848 shares; 2025Q4: not reported; 2026Q1: 240,119 shares; 2026Q2: 336,049 shares 336,049 $8.65M 0.17% +95,930 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: 14,333 shares; 2024Q4: 15,058 shares; 2025Q1: 19,999 shares; 2025Q2: 14,395 shares; 2025Q3: 15,052 shares; 2025Q4: 14,999 shares; 2026Q1: 10,065 shares; 2026Q2: 14,019 shares 14,019 $7.9M 0.15% +3,954 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 278,702 shares; 2025Q2: 149,653 shares; 2025Q3: 153,272 shares; 2025Q4: 156,783 shares; 2026Q1: 146,401 shares; 2026Q2: 155,518 shares 155,518 $7.76M 0.15% +9,117 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: not reported; 2024Q4: 4,383 shares; 2025Q1: 13,916 shares; 2025Q2: 27,438 shares; 2025Q3: 48,966 shares; 2025Q4: 58,638 shares; 2026Q1: 115,444 shares; 2026Q2: 72,937 shares 72,937 $7.52M 0.15% -42,507 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: 2,353 shares; 2024Q4: 3,447 shares; 2025Q1: 6,084 shares; 2025Q2: 6,187 shares; 2025Q3: 7,038 shares; 2025Q4: 6,543 shares; 2026Q1: 7,505 shares; 2026Q2: 9,837 shares 9,837 $7.37M 0.14% +2,332 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: 14,270 shares; 2024Q4: 13,049 shares; 2025Q1: 17,442 shares; 2025Q2: 11,490 shares; 2025Q3: not reported; 2025Q4: 4,192 shares; 2026Q1: 16,327 shares; 2026Q2: 15,834 shares 15,834 $6.83M 0.13% -493 Timeline DFAS 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: not reported; 2024Q4: 3,904 shares; 2025Q1: 15,620 shares; 2025Q2: 29,150 shares; 2025Q3: 49,815 shares; 2025Q4: 62,664 shares; 2026Q1: 58,192 shares; 2026Q2: 81,423 shares 81,423 $6.7M 0.13% +23,231 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,478 shares; 2024Q4: 4,884 shares; 2025Q1: 7,425 shares; 2025Q2: 8,060 shares; 2025Q3: 8,784 shares; 2025Q4: 8,939 shares; 2026Q1: 8,597 shares; 2026Q2: 8,999 shares 8,999 $6.18M 0.12% +402 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: 29,848 shares; 2024Q4: 35,373 shares; 2025Q1: 88,402 shares; 2025Q2: 74,790 shares; 2025Q3: 93,766 shares; 2025Q4: 85,354 shares; 2026Q1: 60,171 shares; 2026Q2: 51,908 shares 51,908 $6.1M 0.12% -8,263 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,555 shares; 2024Q4: 6,038 shares; 2025Q1: 6,033 shares; 2025Q2: 19,078 shares; 2025Q3: 15,652 shares; 2025Q4: 17,713 shares; 2026Q1: 53,994 shares; 2026Q2: 30,602 shares 30,602 $5.65M 0.11% -23,392 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 305 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 55,960 shares 55,960 $5.45M 0.11% new Timeline DUHP 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: not reported; 2024Q4: 5,575 shares; 2025Q1: 18,528 shares; 2025Q2: 39,438 shares; 2025Q3: 73,375 shares; 2025Q4: 93,280 shares; 2026Q1: 198,262 shares; 2026Q2: 128,485 shares 128,485 $5.36M 0.1% -69,777 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: 20,923 shares; 2024Q4: 24,422 shares; 2025Q1: 25,106 shares; 2025Q2: 34,658 shares; 2025Q3: 16,764 shares; 2025Q4: 18,374 shares; 2026Q1: 18,357 shares; 2026Q2: 20,960 shares 20,960 $5.32M 0.1% +2,603 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: not reported; 2024Q4: 306 shares; 2025Q1: 1,067 shares; 2025Q2: 962 shares; 2025Q3: 1,167 shares; 2025Q4: 1,207 shares; 2026Q1: 9,350 shares; 2026Q2: 16,951 shares 16,951 $5.31M 0.1% +7,601 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 741 shares; 2025Q1: 94 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,648 shares; 2026Q2: 25,022 shares 25,022 $5.23M 0.1% +23,374 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: 1,899 shares; 2024Q4: 11,744 shares; 2025Q1: 4,215 shares; 2025Q2: 18,635 shares; 2025Q3: 20,705 shares; 2025Q4: 21,993 shares; 2026Q1: 29,185 shares; 2026Q2: 27,270 shares 27,270 $4.93M 0.1% -1,915 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 476 shares; 2025Q1: not reported; 2025Q2: 11,941 shares; 2025Q3: 14,308 shares; 2025Q4: 15,899 shares; 2026Q1: 21,948 shares; 2026Q2: 26,366 shares 26,366 $4.93M 0.1% +4,418 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,403 shares; 2024Q4: 8,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,467 shares; 2025Q4: 62,243 shares; 2026Q1: 63,151 shares; 2026Q2: 52,098 shares 52,098 $4.86M 0.09% -11,053 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: 3,373 shares; 2024Q4: 6,628 shares; 2025Q1: 8,598 shares; 2025Q2: 12,784 shares; 2025Q3: 13,691 shares; 2025Q4: 13,468 shares; 2026Q1: 24,056 shares; 2026Q2: 30,803 shares 30,803 $4.77M 0.09% +6,747 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: 11,198 shares; 2024Q4: 12,063 shares; 2025Q1: 12,473 shares; 2025Q2: 14,985 shares; 2025Q3: 2,941 shares; 2025Q4: 2,990 shares; 2026Q1: 11,992 shares; 2026Q2: 12,270 shares 12,270 $4.54M 0.09% +278 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,433 shares; 2024Q4: 3,255 shares; 2025Q1: 1,718 shares; 2025Q2: 6,309 shares; 2025Q3: 7,507 shares; 2025Q4: 7,741 shares; 2026Q1: 3,491 shares; 2026Q2: 9,544 shares 9,544 $4.38M 0.08% +6,053 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: 3,149 shares; 2024Q4: 3,617 shares; 2025Q1: 13,126 shares; 2025Q2: 7,233 shares; 2025Q3: 8,844 shares; 2025Q4: 9,173 shares; 2026Q1: 10,880 shares; 2026Q2: 12,252 shares 12,252 $4.33M 0.08% +1,372 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: 3,344 shares; 2024Q4: 5,683 shares; 2025Q1: 10,081 shares; 2025Q2: 7,316 shares; 2025Q3: 8,528 shares; 2025Q4: 8,732 shares; 2026Q1: 10,478 shares; 2026Q2: 10,209 shares 10,209 $4.29M 0.08% -269 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 168,151 shares; 2026Q2: 151,202 shares 151,202 $4.11M 0.08% -16,949 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 21 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,899 shares; 2026Q2: 11,174 shares 11,174 $3.91M 0.08% -1,725 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: 13,063 shares; 2024Q4: 18,415 shares; 2025Q1: 22,741 shares; 2025Q2: 32,217 shares; 2025Q3: 36,695 shares; 2025Q4: 35,148 shares; 2026Q1: 39,089 shares; 2026Q2: 38,428 shares 38,428 $3.71M 0.07% -661 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,398 shares 17,398 $3.7M 0.07% new 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: 1,457 shares; 2024Q4: 4,837 shares; 2025Q1: 6,258 shares; 2025Q2: 8,681 shares; 2025Q3: 10,035 shares; 2025Q4: 10,475 shares; 2026Q1: 6,478 shares; 2026Q2: 7,285 shares 7,285 $3.65M 0.07% +807 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: not reported; 2024Q4: 479 shares; 2025Q1: 2,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,946 shares; 2026Q2: 60,277 shares 60,277 $3.64M 0.07% +13,331 Timeline SFD SMITHFIELD FOODS INC More: the full row for SMITHFIELD FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 149,357 shares 149,357 $3.62M 0.07% new 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: 2,813 shares; 2024Q4: 3,922 shares; 2025Q1: 4,793 shares; 2025Q2: 5,547 shares; 2025Q3: 5,791 shares; 2025Q4: 5,991 shares; 2026Q1: 4,182 shares; 2026Q2: 41,733 shares 41,733 $3.59M 0.07% +37,551 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,096 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,652 shares; 2026Q1: 31,413 shares; 2026Q2: 29,610 shares 29,610 $3.41M 0.07% -1,803 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 57,129 shares; 2026Q2: 51,285 shares 51,285 $3.41M 0.07% -5,844 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: 7,026 shares; 2024Q4: 9,560 shares; 2025Q1: 13,734 shares; 2025Q2: 10,972 shares; 2025Q3: not reported; 2025Q4: 2,209 shares; 2026Q1: 26,171 shares; 2026Q2: 31,426 shares 31,426 $3.38M 0.07% +5,255 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,331 shares; 2025Q2: 21,605 shares; 2025Q3: 23,715 shares; 2025Q4: 25,864 shares; 2026Q1: not reported; 2026Q2: 98,460 shares 98,460 $3.34M 0.06% new Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 131,674 shares; 2024Q4: 205,393 shares; 2025Q1: 208,610 shares; 2025Q2: 191,920 shares; 2025Q3: 213,482 shares; 2025Q4: 214,499 shares; 2026Q1: 203,968 shares; 2026Q2: 188,122 shares 188,122 $3.33M 0.06% -15,846 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: 3,116 shares; 2024Q4: 346 shares; 2025Q1: 498 shares; 2025Q2: 22,538 shares; 2025Q3: 27,669 shares; 2025Q4: 30,473 shares; 2026Q1: 41,499 shares; 2026Q2: 35,882 shares 35,882 $3.31M 0.06% -5,617 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: 10,028 shares; 2025Q1: 7,054 shares; 2025Q2: 8,689 shares; 2025Q3: 11,448 shares; 2025Q4: 12,252 shares; 2026Q1: 8,615 shares; 2026Q2: 7,468 shares 7,468 $3.24M 0.06% -1,147 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 159 shares; 2025Q1: 176 shares; 2025Q2: not reported; 2025Q3: 23,719 shares; 2025Q4: 25,002 shares; 2026Q1: 25,211 shares; 2026Q2: 21,764 shares 21,764 $3.18M 0.06% -3,447 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: 5,401 shares; 2024Q4: 7,389 shares; 2025Q1: 1,287 shares; 2025Q2: 12,147 shares; 2025Q3: 12,557 shares; 2025Q4: 12,974 shares; 2026Q1: 9,433 shares; 2026Q2: 14,581 shares 14,581 $3.18M 0.06% +5,148 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: 417 shares; 2024Q4: 357 shares; 2025Q1: 3,411 shares; 2025Q2: 3,887 shares; 2025Q3: 4,122 shares; 2025Q4: 4,290 shares; 2026Q1: 4,655 shares; 2026Q2: 4,081 shares 4,081 $3M 0.06% -574 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2,091 shares; 2025Q2: 3,513 shares; 2025Q3: 9,136 shares; 2025Q4: 12,995 shares; 2026Q1: 14,191 shares; 2026Q2: 14,110 shares 14,110 $3M 0.06% -81 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,438 shares; 2025Q2: 5,799 shares; 2025Q3: 28,267 shares; 2025Q4: 64,809 shares; 2026Q1: 76,965 shares; 2026Q2: 97,179 shares 97,179 $2.98M 0.06% +20,214 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 132 shares; 2025Q1: 9,106 shares; 2025Q2: 18,061 shares; 2025Q3: 88,963 shares; 2025Q4: 105,327 shares; 2026Q1: 165,406 shares; 2026Q2: 148,106 shares 148,106 $2.91M 0.06% -17,300 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: 2,972 shares; 2024Q4: 2,731 shares; 2025Q1: 3,221 shares; 2025Q2: 3,478 shares; 2025Q3: 2,176 shares; 2025Q4: 2,169 shares; 2026Q1: 2,901 shares; 2026Q2: 2,418 shares 2,418 $2.9M 0.06% -483 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,610 shares; 2024Q4: 9,609 shares; 2025Q1: 35,402 shares; 2025Q2: 14,068 shares; 2025Q3: 14,597 shares; 2025Q4: 15,677 shares; 2026Q1: 18,909 shares; 2026Q2: 23,757 shares 23,757 $2.7M 0.05% +4,848 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: 1,746 shares; 2024Q4: 1,518 shares; 2025Q1: 340 shares; 2025Q2: 1,590 shares; 2025Q3: 1,554 shares; 2025Q4: 1,748 shares; 2026Q1: 1,700 shares; 2026Q2: 4,636 shares 4,636 $2.69M 0.05% +2,936 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: 5,529 shares; 2024Q4: 7,108 shares; 2025Q1: 9,369 shares; 2025Q2: 6,846 shares; 2025Q3: 6,203 shares; 2025Q4: 6,119 shares; 2026Q1: 11,136 shares; 2026Q2: 10,645 shares 10,645 $2.68M 0.05% -491 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: 63,530 shares; 2024Q4: 58,671 shares; 2025Q1: 81,290 shares; 2025Q2: 63,789 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101,867 shares; 2026Q2: 108,921 shares 108,921 $2.62M 0.05% +7,054 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: 7,208 shares; 2024Q4: 6,709 shares; 2025Q1: 9,641 shares; 2025Q2: 7,405 shares; 2025Q3: 8,458 shares; 2025Q4: 8,507 shares; 2026Q1: 8,115 shares; 2026Q2: 7,568 shares 7,568 $2.6M 0.05% -547 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: 14,430 shares; 2024Q4: 16,084 shares; 2025Q1: 35,052 shares; 2025Q2: 53,969 shares; 2025Q3: 55,806 shares; 2025Q4: 56,620 shares; 2026Q1: 92,851 shares; 2026Q2: 58,057 shares 58,057 $2.58M 0.05% -34,794 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,403 shares; 2025Q1: 6,093 shares; 2025Q2: 8,175 shares; 2025Q3: 9,567 shares; 2025Q4: 9,547 shares; 2026Q1: 11,534 shares; 2026Q2: 9,843 shares 9,843 $2.52M 0.05% -1,691 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265,494 shares; 2025Q4: 306,255 shares; 2026Q1: 410,834 shares; 2026Q2: 378,399 shares 378,399 $2.46M 0.05% -32,435 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,473 shares; 2024Q4: 6,588 shares; 2025Q1: 5,547 shares; 2025Q2: 6,169 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,539 shares; 2026Q2: 24,710 shares 24,710 $2.43M 0.05% +6,171 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,431 shares; 2024Q4: 3,578 shares; 2025Q1: 6,483 shares; 2025Q2: 6,901 shares; 2025Q3: 7,404 shares; 2025Q4: 6,859 shares; 2026Q1: 4,452 shares; 2026Q2: 6,708 shares 6,708 $2.43M 0.05% +2,256 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: 9,066 shares; 2024Q4: 15,930 shares; 2025Q1: 18,085 shares; 2025Q2: 18,427 shares; 2025Q3: 16,063 shares; 2025Q4: 17,272 shares; 2026Q1: 22,645 shares; 2026Q2: 33,724 shares 33,724 $2.4M 0.05% +11,079 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,391 shares; 2024Q4: 48,086 shares; 2025Q1: 63,878 shares; 2025Q2: 56,456 shares; 2025Q3: 58,357 shares; 2025Q4: 60,995 shares; 2026Q1: 62,392 shares; 2026Q2: 68,637 shares 68,637 $2.37M 0.05% +6,245 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,684 shares; 2024Q4: 7,026 shares; 2025Q1: 68,651 shares; 2025Q2: 17,249 shares; 2025Q3: 18,537 shares; 2025Q4: 19,773 shares; 2026Q1: 27,654 shares; 2026Q2: 34,571 shares 34,571 $2.34M 0.05% +6,917 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 110,380 shares; 2024Q4: 140,621 shares; 2025Q1: 141,171 shares; 2025Q2: 132,731 shares; 2025Q3: 139,494 shares; 2025Q4: 151,562 shares; 2026Q1: 138,677 shares; 2026Q2: 142,728 shares 142,728 $2.34M 0.05% +4,051 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167 shares; 2025Q2: 1,625 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 90,049 shares 90,049 $2.31M 0.04% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,740 shares; 2024Q4: 13,856 shares; 2025Q1: 28,952 shares; 2025Q2: 21,859 shares; 2025Q3: 19,891 shares; 2025Q4: 19,760 shares; 2026Q1: 23,313 shares; 2026Q2: 30,190 shares 30,190 $2.29M 0.04% +6,877 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,027 shares; 2026Q2: 5,807 shares 5,807 $2.27M 0.04% +3,780 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 924 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,212 shares; 2026Q1: 54,130 shares; 2026Q2: 48,622 shares 48,622 $2.25M 0.04% -5,508 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: 75,182 shares; 2024Q4: 79,600 shares; 2025Q1: 176,531 shares; 2025Q2: 87,788 shares; 2025Q3: 77,084 shares; 2025Q4: 69,212 shares; 2026Q1: 60,944 shares; 2026Q2: 52,002 shares 52,002 $2.2M 0.04% -8,942 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,500 shares; 2024Q4: 9,460 shares; 2025Q1: 13,752 shares; 2025Q2: 6,723 shares; 2025Q3: 5,582 shares; 2025Q4: 4,697 shares; 2026Q1: 3,286 shares; 2026Q2: 5,273 shares 5,273 $2.19M 0.04% +1,987 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,596 shares; 2024Q4: 29,988 shares; 2025Q1: 76,855 shares; 2025Q2: 65,465 shares; 2025Q3: 23,351 shares; 2025Q4: 19,879 shares; 2026Q1: 39,473 shares; 2026Q2: 62,156 shares 62,156 $2.15M 0.04% +22,683 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: 18,794 shares; 2024Q4: 21,530 shares; 2025Q1: 25,708 shares; 2025Q2: 39,077 shares; 2025Q3: 36,610 shares; 2025Q4: 5,446 shares; 2026Q1: 16,205 shares; 2026Q2: 14,687 shares 14,687 $2.15M 0.04% -1,518 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: 811 shares; 2024Q4: 1,141 shares; 2025Q1: 2,184 shares; 2025Q2: 1,164 shares; 2025Q3: 2,381 shares; 2025Q4: 1,977 shares; 2026Q1: 3,492 shares; 2026Q2: 9,539 shares 9,539 $2.14M 0.04% +6,047 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: 23,418 shares; 2024Q4: 21,355 shares; 2025Q1: 41,107 shares; 2025Q2: 19,683 shares; 2025Q3: 19,489 shares; 2025Q4: 19,866 shares; 2026Q1: 18,594 shares; 2026Q2: 16,464 shares 16,464 $2.12M 0.04% -2,130 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 1,465 shares; 2025Q2: 13,765 shares; 2025Q3: 34,767 shares; 2025Q4: 36,824 shares; 2026Q1: 19,877 shares; 2026Q2: 24,280 shares 24,280 $2.11M 0.04% +4,403 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,363 shares; 2024Q4: 1,991 shares; 2025Q1: 1,638 shares; 2025Q2: 4,485 shares; 2025Q3: 4,263 shares; 2025Q4: 5,714 shares; 2026Q1: 8,868 shares; 2026Q2: 6,656 shares 6,656 $2.11M 0.04% -2,212 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,411 shares; 2024Q4: 6,928 shares; 2025Q1: 9,311 shares; 2025Q2: 11,550 shares; 2025Q3: 12,593 shares; 2025Q4: 12,875 shares; 2026Q1: 18,057 shares; 2026Q2: 15,058 shares 15,058 $2.08M 0.04% -2,999 Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 81,639 shares; 2024Q4: 122,956 shares; 2025Q1: 235,082 shares; 2025Q2: 219,003 shares; 2025Q3: 238,030 shares; 2025Q4: 239,428 shares; 2026Q1: 286,938 shares; 2026Q2: 266,344 shares 266,344 $2.05M 0.04% -20,594 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,652 shares; 2025Q1: 15,573 shares; 2025Q2: 24,881 shares; 2025Q3: 20,880 shares; 2025Q4: 21,957 shares; 2026Q1: 17,368 shares; 2026Q2: 35,977 shares 35,977 $2.02M 0.04% +18,609 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,219 shares; 2024Q4: 16,230 shares; 2025Q1: 12,210 shares; 2025Q2: 37,278 shares; 2025Q3: 66,660 shares; 2025Q4: 71,815 shares; 2026Q1: 59,218 shares; 2026Q2: 66,491 shares 66,491 $1.99M 0.04% +7,273 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,005 shares; 2024Q4: 1,323 shares; 2025Q1: 2,060 shares; 2025Q2: 3,290 shares; 2025Q3: 2,773 shares; 2025Q4: 2,704 shares; 2026Q1: 2,444 shares; 2026Q2: 1,866 shares 1,866 $1.99M 0.04% -578 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,364 shares; 2024Q4: 5,556 shares; 2025Q1: 27,165 shares; 2025Q2: 16,683 shares; 2025Q3: 26,728 shares; 2025Q4: 28,139 shares; 2026Q1: 40,962 shares; 2026Q2: 37,068 shares 37,068 $1.95M 0.04% -3,894 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: not reported; 2024Q4: 27 shares; 2025Q1: 2,178 shares; 2025Q2: 2,779 shares; 2025Q3: 1,078 shares; 2025Q4: 2,539 shares; 2026Q1: 4,597 shares; 2026Q2: 8,029 shares 8,029 $1.95M 0.04% +3,432 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,827 shares; 2024Q4: 3,045 shares; 2025Q1: 7,221 shares; 2025Q2: 12,124 shares; 2025Q3: 12,079 shares; 2025Q4: 13,127 shares; 2026Q1: 21,667 shares; 2026Q2: 15,479 shares 15,479 $1.9M 0.04% -6,188 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 127 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,689 shares; 2025Q4: 3,041 shares; 2026Q1: 6,751 shares; 2026Q2: 5,560 shares 5,560 $1.88M 0.04% -1,191 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: 3,976 shares; 2024Q4: 7,829 shares; 2025Q1: 10,520 shares; 2025Q2: 15,109 shares; 2025Q3: 14,009 shares; 2025Q4: 13,700 shares; 2026Q1: 18,187 shares; 2026Q2: 32,429 shares 32,429 $1.87M 0.04% +14,242 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: 1,348 shares; 2024Q4: 748 shares; 2025Q1: 353 shares; 2025Q2: 6,290 shares; 2025Q3: 15,649 shares; 2025Q4: 17,151 shares; 2026Q1: 12,395 shares; 2026Q2: 9,272 shares 9,272 $1.8M 0.03% -3,123 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,009 shares; 2025Q1: 2,395 shares; 2025Q2: 15,962 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,500 shares; 2026Q2: 6,016 shares 6,016 $1.79M 0.03% -10,484 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,585 shares; 2024Q4: 4,656 shares; 2025Q1: 7,326 shares; 2025Q2: 7,004 shares; 2025Q3: 6,783 shares; 2025Q4: 5,540 shares; 2026Q1: 3,076 shares; 2026Q2: 5,293 shares 5,293 $1.79M 0.03% +2,217 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,167 shares; 2024Q4: 11,159 shares; 2025Q1: 16,595 shares; 2025Q2: 21,153 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,303 shares; 2026Q2: 45,560 shares 45,560 $1.78M 0.03% -7,743 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: 9,690 shares; 2026Q1: 6,678 shares; 2026Q2: 14,591 shares 14,591 $1.76M 0.03% +7,913 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: 2,016 shares; 2024Q4: 3,297 shares; 2025Q1: 4,497 shares; 2025Q2: 2,358 shares; 2025Q3: 4,671 shares; 2025Q4: 5,069 shares; 2026Q1: 3,880 shares; 2026Q2: 6,353 shares 6,353 $1.75M 0.03% +2,473 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: 3,154 shares; 2024Q4: 3,832 shares; 2025Q1: 6,392 shares; 2025Q2: 6,409 shares; 2025Q3: 6,698 shares; 2025Q4: 6,562 shares; 2026Q1: 11,120 shares; 2026Q2: 12,700 shares 12,700 $1.75M 0.03% +1,580 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,809 shares; 2024Q4: 1,677 shares; 2025Q1: 2,441 shares; 2025Q2: 2,907 shares; 2025Q3: 3,417 shares; 2025Q4: 3,627 shares; 2026Q1: 2,245 shares; 2026Q2: 3,374 shares 3,374 $1.73M 0.03% +1,129 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,827 shares; 2024Q4: 3,264 shares; 2025Q1: 4,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares; 2026Q1: 8,613 shares; 2026Q2: 7,288 shares 7,288 $1.73M 0.03% -1,325 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,237 shares; 2026Q2: 12,144 shares 12,144 $1.72M 0.03% +2,907 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,570 shares; 2025Q3: 16,699 shares; 2025Q4: 15,531 shares; 2026Q1: 19,830 shares; 2026Q2: 15,890 shares 15,890 $1.72M 0.03% -3,940 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,159 shares; 2025Q1: 20,155 shares; 2025Q2: 24,793 shares; 2025Q3: 27,671 shares; 2025Q4: 28,653 shares; 2026Q1: 38,589 shares; 2026Q2: 31,530 shares 31,530 $1.72M 0.03% -7,059 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,570 shares; 2025Q1: 9 shares; 2025Q2: 7,009 shares; 2025Q3: 4,511 shares; 2025Q4: 10,526 shares; 2026Q1: 23,595 shares; 2026Q2: 19,050 shares 19,050 $1.71M 0.03% -4,545 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,339 shares; 2024Q4: 1,902 shares; 2025Q1: 2,632 shares; 2025Q2: 2,879 shares; 2025Q3: 2,908 shares; 2025Q4: 3,371 shares; 2026Q1: 5,434 shares; 2026Q2: 5,091 shares 5,091 $1.68M 0.03% -343 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,497 shares; 2025Q1: 5,730 shares; 2025Q2: 21,523 shares; 2025Q3: 23,148 shares; 2025Q4: 25,024 shares; 2026Q1: 33,472 shares; 2026Q2: 23,512 shares 23,512 $1.65M 0.03% -9,960 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,394 shares; 2025Q1: 14,912 shares; 2025Q2: 19,009 shares; 2025Q3: 21,598 shares; 2025Q4: 23,881 shares; 2026Q1: 19,380 shares; 2026Q2: 22,586 shares 22,586 $1.58M 0.03% +3,206 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,998 shares; 2024Q4: 2,055 shares; 2025Q1: 3,341 shares; 2025Q2: 5,095 shares; 2025Q3: 5,347 shares; 2025Q4: 7,608 shares; 2026Q1: 12,987 shares; 2026Q2: 11,281 shares 11,281 $1.57M 0.03% -1,706 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,929 shares; 2025Q2: 6,111 shares; 2025Q3: 11,564 shares; 2025Q4: 14,426 shares; 2026Q1: 24,151 shares; 2026Q2: 38,106 shares 38,106 $1.56M 0.03% +13,955 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,446 shares; 2026Q2: 37,603 shares 37,603 $1.55M 0.03% +17,157 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: 462,334 shares; 2024Q4: 508,010 shares; 2025Q1: 415,702 shares; 2025Q2: 122,625 shares; 2025Q3: 128,189 shares; 2025Q4: 3,759 shares; 2026Q1: 10,697 shares; 2026Q2: 12,462 shares 12,462 $1.55M 0.03% +1,765 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: 2,109 shares; 2024Q4: 854 shares; 2025Q1: 2,580 shares; 2025Q2: 2,375 shares; 2025Q3: 2,311 shares; 2025Q4: 2,261 shares; 2026Q1: 3,669 shares; 2026Q2: 2,026 shares 2,026 $1.55M 0.03% -1,643 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: 8,334 shares; 2024Q4: 10,518 shares; 2025Q1: 11,181 shares; 2025Q2: 9,587 shares; 2025Q3: 4,115 shares; 2025Q4: 4,048 shares; 2026Q1: 9,212 shares; 2026Q2: 10,470 shares 10,470 $1.54M 0.03% +1,258 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,068 shares; 2025Q1: 8,574 shares; 2025Q2: 9,537 shares; 2025Q3: 9,624 shares; 2025Q4: 8,972 shares; 2026Q1: 13,308 shares; 2026Q2: 15,202 shares 15,202 $1.5M 0.03% +1,894 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998 shares; 2024Q4: 1,060 shares; 2025Q1: 1,720 shares; 2025Q2: 1,917 shares; 2025Q3: 1,826 shares; 2025Q4: 3,007 shares; 2026Q1: 4,745 shares; 2026Q2: 3,206 shares 3,206 $1.49M 0.03% -1,539 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: 688 shares; 2024Q4: 804 shares; 2025Q1: 1,454 shares; 2025Q2: 1,434 shares; 2025Q3: 1,526 shares; 2025Q4: 1,353 shares; 2026Q1: 967 shares; 2026Q2: 1,586 shares 1,586 $1.48M 0.03% +619 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,069 shares; 2025Q3: 8,033 shares; 2025Q4: 11,254 shares; 2026Q1: 9,083 shares; 2026Q2: 11,687 shares 11,687 $1.48M 0.03% +2,604 Timeline SPMB 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: 144,495 shares; 2024Q4: 151,390 shares; 2025Q1: 254,230 shares; 2025Q2: 176,942 shares; 2025Q3: 180,310 shares; 2025Q4: 168,854 shares; 2026Q1: 34,653 shares; 2026Q2: 66,427 shares 66,427 $1.48M 0.03% +31,774 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 22 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,155 shares 11,155 $1.48M 0.03% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,837 shares; 2025Q1: 5,269 shares; 2025Q2: 7,711 shares; 2025Q3: 8,882 shares; 2025Q4: 7,962 shares; 2026Q1: 9,899 shares; 2026Q2: 9,068 shares 9,068 $1.45M 0.03% -831 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 698 shares; 2024Q4: 1,105 shares; 2025Q1: 9 shares; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,914 shares; 2026Q2: 2,723 shares 2,723 $1.44M 0.03% +809 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,639 shares; 2025Q2: 63,957 shares; 2025Q3: 86,987 shares; 2025Q4: 104,150 shares; 2026Q1: 129,166 shares; 2026Q2: 99,485 shares 99,485 $1.42M 0.03% -29,681 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,597 shares; 2024Q4: 17,142 shares; 2025Q1: not reported; 2025Q2: 23,850 shares; 2025Q3: 37,011 shares; 2025Q4: 38,511 shares; 2026Q1: 35,535 shares; 2026Q2: 51,109 shares 51,109 $1.4M 0.03% +15,574 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,642 shares; 2024Q4: 12,298 shares; 2025Q1: 23,615 shares; 2025Q2: 19,081 shares; 2025Q3: 21,424 shares; 2025Q4: 23,339 shares; 2026Q1: 26,279 shares; 2026Q2: 24,796 shares 24,796 $1.4M 0.03% -1,483 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,439 shares; 2024Q4: 21,048 shares; 2025Q1: 23,997 shares; 2025Q2: 35,050 shares; 2025Q3: 35,390 shares; 2025Q4: 35,977 shares; 2026Q1: 37,751 shares; 2026Q2: 37,800 shares 37,800 $1.4M 0.03% +49 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,139 shares; 2024Q4: 1,673 shares; 2025Q1: 4,059 shares; 2025Q2: 2,301 shares; 2025Q3: 2,375 shares; 2025Q4: 22,633 shares; 2026Q1: 26,405 shares; 2026Q2: 19,512 shares 19,512 $1.39M 0.03% -6,893 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,729 shares; 2024Q4: 29,959 shares; 2025Q1: 33,425 shares; 2025Q2: 38,401 shares; 2025Q3: 31,572 shares; 2025Q4: 22,336 shares; 2026Q1: 12,935 shares; 2026Q2: 17,211 shares 17,211 $1.39M 0.03% +4,276 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,766 shares; 2024Q4: 6,352 shares; 2025Q1: 5,113 shares; 2025Q2: 5,113 shares; 2025Q3: 5,113 shares; 2025Q4: not reported; 2026Q1: 12,665 shares; 2026Q2: 35,268 shares 35,268 $1.39M 0.03% +22,603 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37 shares; 2025Q2: 24 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,428 shares; 2026Q2: 12,148 shares 12,148 $1.38M 0.03% +3,720 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: 22,686 shares; 2024Q4: 20,224 shares; 2025Q1: 27,064 shares; 2025Q2: 21,891 shares; 2025Q3: 13,964 shares; 2025Q4: 14,090 shares; 2026Q1: 11,360 shares; 2026Q2: 9,371 shares 9,371 $1.37M 0.03% -1,989 Timeline GJUL 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: 9,714 shares; 2024Q4: 9,781 shares; 2025Q1: 27,478 shares; 2025Q2: 27,184 shares; 2025Q3: 29,165 shares; 2025Q4: 31,813 shares; 2026Q1: 31,572 shares; 2026Q2: 31,179 shares 31,179 $1.36M 0.03% -393 Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,419 shares; 2025Q2: 26,374 shares; 2025Q3: 42,711 shares; 2025Q4: 43,437 shares; 2026Q1: 70,882 shares; 2026Q2: 80,599 shares 80,599 $1.35M 0.03% +9,717 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: 3,240 shares; 2024Q4: 3,254 shares; 2025Q1: 2,994 shares; 2025Q2: 3,816 shares; 2025Q3: 1,985 shares; 2025Q4: 1,715 shares; 2026Q1: 3,885 shares; 2026Q2: 4,537 shares 4,537 $1.35M 0.03% +652 Timeline DMAX 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: 15,730 shares; 2025Q2: 15,592 shares; 2025Q3: 15,592 shares; 2025Q4: 12,074 shares; 2026Q1: not reported; 2026Q2: 48,847 shares 48,847 $1.34M 0.03% new 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: 585 shares; 2024Q4: 579 shares; 2025Q1: 1,459 shares; 2025Q2: 1,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,635 shares; 2026Q2: 10,708 shares 10,708 $1.33M 0.03% +9,073 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 548,867 shares; 2024Q4: 30 shares; 2025Q1: 226,036 shares; 2025Q2: 248,495 shares; 2025Q3: 286,298 shares; 2025Q4: 318,466 shares; 2026Q1: 13,240 shares; 2026Q2: 19,996 shares 19,996 $1.33M 0.03% +6,756 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: 2,147 shares; 2025Q1: 8,998 shares; 2025Q2: 12,703 shares; 2025Q3: 15,289 shares; 2025Q4: 13,411 shares; 2026Q1: 9,214 shares; 2026Q2: 5,443 shares 5,443 $1.3M 0.03% -3,771 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,468 shares; 2024Q4: 18,568 shares; 2025Q1: 23,540 shares; 2025Q2: 15,943 shares; 2025Q3: 14,384 shares; 2025Q4: 13,392 shares; 2026Q1: 10,369 shares; 2026Q2: 8,262 shares 8,262 $1.29M 0.02% -2,107 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: 7,257 shares; 2024Q4: 8,066 shares; 2025Q1: 17,264 shares; 2025Q2: 7,137 shares; 2025Q3: 7,511 shares; 2025Q4: 7,998 shares; 2026Q1: 7,101 shares; 2026Q2: 10,306 shares 10,306 $1.28M 0.02% +3,205 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,594 shares; 2025Q4: 4,686 shares; 2026Q1: 4,432 shares; 2026Q2: 3,808 shares 3,808 $1.28M 0.02% -624 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,216 shares; 2024Q4: 18,839 shares; 2025Q1: 13,546 shares; 2025Q2: 17,209 shares; 2025Q3: 18,581 shares; 2025Q4: 17,276 shares; 2026Q1: 21,623 shares; 2026Q2: 28,670 shares 28,670 $1.28M 0.02% +7,047 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: 8,447 shares 8,447 $1.28M 0.02% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 104 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,799 shares; 2026Q2: 13,492 shares 13,492 $1.25M 0.02% -3,307 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: 3,009 shares; 2024Q4: 5,590 shares; 2025Q1: 4,567 shares; 2025Q2: 6,439 shares; 2025Q3: 6,699 shares; 2025Q4: 8,878 shares; 2026Q1: 9,123 shares; 2026Q2: 13,606 shares 13,606 $1.2M 0.02% +4,483 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 171 shares; 2025Q2: 2,423 shares; 2025Q3: 3,689 shares; 2025Q4: 6,423 shares; 2026Q1: 3,731 shares; 2026Q2: 5,984 shares 5,984 $1.19M 0.02% +2,253 Timeline CAFX PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 36,602 shares; 2025Q1: 39,492 shares; 2025Q2: 42,148 shares; 2025Q3: 42,259 shares; 2025Q4: 50,546 shares; 2026Q1: 46,638 shares; 2026Q2: 48,472 shares 48,472 $1.19M 0.02% +1,834 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,145 shares; 2024Q4: 15,686 shares; 2025Q1: not reported; 2025Q2: 22,997 shares; 2025Q3: 22,274 shares; 2025Q4: 23,002 shares; 2026Q1: 21,851 shares; 2026Q2: 21,851 shares 21,851 $1.19M 0.02% 0 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,474 shares; 2024Q4: 23,629 shares; 2025Q1: 25,478 shares; 2025Q2: 26,552 shares; 2025Q3: 27,313 shares; 2025Q4: 30,418 shares; 2026Q1: not reported; 2026Q2: 32,467 shares 32,467 $1.19M 0.02% new 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: 454,820 shares; 2024Q4: 466,733 shares; 2025Q1: 399,021 shares; 2025Q2: 423,510 shares; 2025Q3: 140,238 shares; 2025Q4: 160,728 shares; 2026Q1: 35,985 shares; 2026Q2: 25,988 shares 25,988 $1.18M 0.02% -9,997 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: 26,094 shares; 2024Q4: 22,355 shares; 2025Q1: 35,088 shares; 2025Q2: 24,215 shares; 2025Q3: 15,606 shares; 2025Q4: 15,764 shares; 2026Q1: 14,120 shares; 2026Q2: 8,571 shares 8,571 $1.17M 0.02% -5,549 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: 852 shares; 2024Q4: 1,362 shares; 2025Q1: 1,705 shares; 2025Q2: 2,205 shares; 2025Q3: 1,735 shares; 2025Q4: 2,136 shares; 2026Q1: 2,489 shares; 2026Q2: 2,276 shares 2,276 $1.16M 0.02% -213 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: 15,105 shares; 2024Q4: 15,184 shares; 2025Q1: 15,789 shares; 2025Q2: 15,973 shares; 2025Q3: 6,498 shares; 2025Q4: 4,434 shares; 2026Q1: 14,505 shares; 2026Q2: 14,165 shares 14,165 $1.15M 0.02% -340 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,679 shares; 2025Q4: 14,733 shares; 2026Q1: 33,088 shares; 2026Q2: 25,840 shares 25,840 $1.15M 0.02% -7,248 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,461 shares; 2026Q2: 6,003 shares 6,003 $1.15M 0.02% +542 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,266 shares; 2024Q4: 23,199 shares; 2025Q1: 48,886 shares; 2025Q2: 59,114 shares; 2025Q3: 68,360 shares; 2025Q4: 269,641 shares; 2026Q1: 31,623 shares; 2026Q2: 41,591 shares 41,591 $1.14M 0.02% +9,968 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: 2,508 shares; 2024Q4: 3,789 shares; 2025Q1: 1,398 shares; 2025Q2: 10,949 shares; 2025Q3: 10,303 shares; 2025Q4: 10,715 shares; 2026Q1: 13,936 shares; 2026Q2: 8,983 shares 8,983 $1.13M 0.02% -4,953 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,639 shares; 2025Q1: 7,265 shares; 2025Q2: 6,486 shares; 2025Q3: 8,634 shares; 2025Q4: 8,829 shares; 2026Q1: not reported; 2026Q2: 16,480 shares 16,480 $1.12M 0.02% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,212 shares; 2024Q4: 4,017 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,499 shares; 2026Q2: 11,269 shares 11,269 $1.12M 0.02% -2,230 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,288 shares; 2024Q4: 20,866 shares; 2025Q1: 35,987 shares; 2025Q2: 41,116 shares; 2025Q3: 17,141 shares; 2025Q4: 23,545 shares; 2026Q1: 27,305 shares; 2026Q2: 39,483 shares 39,483 $1.11M 0.02% +12,178 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,135 shares; 2024Q4: 29,599 shares; 2025Q1: 21,714 shares; 2025Q2: 24,887 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,057 shares; 2026Q2: 36,258 shares 36,258 $1.09M 0.02% -6,799 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: 1,056 shares; 2025Q1: 1,766 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,828 shares 7,828 $1.09M 0.02% new Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,038 shares; 2025Q1: 1,439 shares; 2025Q2: 1,973 shares; 2025Q3: 1,185 shares; 2025Q4: 1,750 shares; 2026Q1: 1,039 shares; 2026Q2: 2,991 shares 2,991 $1.09M 0.02% +1,952 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,888 shares; 2024Q4: 36,791 shares; 2025Q1: 83,508 shares; 2025Q2: 70,215 shares; 2025Q3: 62,198 shares; 2025Q4: not reported; 2026Q1: 47,201 shares; 2026Q2: 32,553 shares 32,553 $1.08M 0.02% -14,648 Timeline LYFT LYFT INC More: the full row for LYFT 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: 52,219 shares; 2026Q2: 73,802 shares 73,802 $1.08M 0.02% +21,583 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 379 shares; 2024Q4: 497 shares; 2025Q1: 414 shares; 2025Q2: 535 shares; 2025Q3: 3,190 shares; 2025Q4: 3,561 shares; 2026Q1: 5,973 shares; 2026Q2: 4,064 shares 4,064 $1.06M 0.02% -1,909 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,727 shares; 2024Q4: 52,757 shares; 2025Q1: 29,913 shares; 2025Q2: 37,886 shares; 2025Q3: 38,948 shares; 2025Q4: 38,645 shares; 2026Q1: 36,198 shares; 2026Q2: 27,423 shares 27,423 $1.06M 0.02% -8,775 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,308 shares; 2024Q4: 12,354 shares; 2025Q1: 18,410 shares; 2025Q2: 19,424 shares; 2025Q3: 19,621 shares; 2025Q4: 20,050 shares; 2026Q1: 20,493 shares; 2026Q2: 22,350 shares 22,350 $1.05M 0.02% +1,857 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: 26,946 shares; 2024Q4: 16,116 shares; 2025Q1: 14,030 shares; 2025Q2: 11,931 shares; 2025Q3: 13,982 shares; 2025Q4: 15,521 shares; 2026Q1: 15,229 shares; 2026Q2: 18,190 shares 18,190 $1.04M 0.02% +2,961 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 16,539 shares; 2026Q2: 23,799 shares 23,799 $1.03M 0.02% +7,260 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: 7,234 shares; 2024Q4: 8,761 shares; 2025Q1: 5,992 shares; 2025Q2: 5,606 shares; 2025Q3: 4,941 shares; 2025Q4: 5,074 shares; 2026Q1: 4,561 shares; 2026Q2: 7,748 shares 7,748 $1.01M 0.02% +3,187 Timeline PFFD 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: 30,646 shares; 2024Q4: 33,504 shares; 2025Q1: 55,766 shares; 2025Q2: 42,582 shares; 2025Q3: 42,480 shares; 2025Q4: 49,572 shares; 2026Q1: 57,519 shares; 2026Q2: 53,734 shares 53,734 $1M 0.02% -3,785 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: 3,282 shares; 2024Q4: 3,379 shares; 2025Q1: 2,980 shares; 2025Q2: 3,245 shares; 2025Q3: 1,197 shares; 2025Q4: 1,140 shares; 2026Q1: 1,829 shares; 2026Q2: 2,806 shares 2,806 $990K 0.02% +977 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,279 shares; 2026Q1: 1,734 shares; 2026Q2: 2,788 shares 2,788 $988K 0.02% +1,054 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,832 shares; 2024Q4: 4,128 shares; 2025Q1: 4,616 shares; 2025Q2: 5,534 shares; 2025Q3: 5,868 shares; 2025Q4: 8,248 shares; 2026Q1: 9,640 shares; 2026Q2: 9,502 shares 9,502 $988K 0.02% -138 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,392 shares; 2025Q1: 11,988 shares; 2025Q2: 11,852 shares; 2025Q3: 16,876 shares; 2025Q4: 15,849 shares; 2026Q1: 13,941 shares; 2026Q2: 13,198 shares 13,198 $982K 0.02% -743 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: 8,168 shares; 2024Q4: 8,098 shares; 2025Q1: 12,118 shares; 2025Q2: 8,940 shares; 2025Q3: 9,475 shares; 2025Q4: 10,025 shares; 2026Q1: 10,887 shares; 2026Q2: 11,171 shares 11,171 $980K 0.02% +284 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,258 shares; 2024Q4: 24,635 shares; 2025Q1: 15,514 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,040 shares; 2026Q1: 4,531 shares; 2026Q2: 8,049 shares 8,049 $980K 0.02% +3,518 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: 7,080 shares; 2024Q4: 7,358 shares; 2025Q1: 7,964 shares; 2025Q2: 4,888 shares; 2025Q3: 4,330 shares; 2025Q4: 4,228 shares; 2026Q1: 2,470 shares; 2026Q2: 5,795 shares 5,795 $961K 0.02% +3,325 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,553 shares; 2025Q1: 5,678 shares; 2025Q2: 7,567 shares; 2025Q3: 5,683 shares; 2025Q4: 6,427 shares; 2026Q1: 2,357 shares; 2026Q2: 6,831 shares 6,831 $956K 0.02% +4,474 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: 1,684 shares; 2024Q4: 2,755 shares; 2025Q1: 1,245 shares; 2025Q2: 3,482 shares; 2025Q3: 2,552 shares; 2025Q4: 2,708 shares; 2026Q1: 513 shares; 2026Q2: 1,145 shares 1,145 $950K 0.02% +632 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,793 shares; 2025Q3: 7,127 shares; 2025Q4: 7,168 shares; 2026Q1: 25,449 shares; 2026Q2: 28,277 shares 28,277 $946K 0.02% +2,828 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,143 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,003 shares 10,003 $934K 0.02% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,223 shares; 2024Q4: 1,115 shares; 2025Q1: 2,139 shares; 2025Q2: 1,757 shares; 2025Q3: 2,168 shares; 2025Q4: 2,135 shares; 2026Q1: not reported; 2026Q2: 1,924 shares 1,924 $919K 0.02% new Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,285 shares; 2024Q4: 51,862 shares; 2025Q1: 73,355 shares; 2025Q2: 91,714 shares; 2025Q3: 81,580 shares; 2025Q4: 77,713 shares; 2026Q1: 66,187 shares; 2026Q2: 43,799 shares 43,799 $905K 0.02% -22,388 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: not reported; 2024Q4: 15 shares; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: 1,337 shares; 2025Q4: 1,183 shares; 2026Q1: 1,392 shares; 2026Q2: 1,414 shares 1,414 $897K 0.02% +22 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,914 shares; 2024Q4: 5,797 shares; 2025Q1: 22 shares; 2025Q2: 13,846 shares; 2025Q3: 23,228 shares; 2025Q4: 47,058 shares; 2026Q1: 75,599 shares; 2026Q2: 41,277 shares 41,277 $878K 0.02% -34,322 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,314 shares; 2024Q4: 107,460 shares; 2025Q1: 98,883 shares; 2025Q2: 92,211 shares; 2025Q3: 83,025 shares; 2025Q4: 74,252 shares; 2026Q1: 50,662 shares; 2026Q2: 38,554 shares 38,554 $877K 0.02% -12,108 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: 15,171 shares; 2025Q1: 24,051 shares; 2025Q2: 2,940 shares; 2025Q3: 3,180 shares; 2025Q4: 3,141 shares; 2026Q1: 3,497 shares; 2026Q2: 5,142 shares 5,142 $874K 0.02% +1,645 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,097 shares; 2025Q1: 2,131 shares; 2025Q2: 707 shares; 2025Q3: 932 shares; 2025Q4: 1,008 shares; 2026Q1: 978 shares; 2026Q2: 1,547 shares 1,547 $870K 0.02% +569 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,767 shares; 2025Q2: 3,778 shares; 2025Q3: 3,644 shares; 2025Q4: 3,891 shares; 2026Q1: 3,868 shares; 2026Q2: 8,067 shares 8,067 $854K 0.02% +4,199 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 301 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,546 shares; 2026Q2: 29,541 shares 29,541 $853K 0.02% -7,005 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 679 shares; 2024Q4: 841 shares; 2025Q1: 6 shares; 2025Q2: 3,354 shares; 2025Q3: 3,628 shares; 2025Q4: 2,556 shares; 2026Q1: 2,650 shares; 2026Q2: 2,543 shares 2,543 $847K 0.02% -107 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: 651,256 shares; 2024Q4: 768,885 shares; 2025Q1: 868,659 shares; 2025Q2: 975,806 shares; 2025Q3: 1,091,703 shares; 2025Q4: 6,590 shares; 2026Q1: not reported; 2026Q2: 10,220 shares 10,220 $847K 0.02% new 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: not reported; 2024Q4: 23 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 238 shares; 2026Q2: 2,799 shares 2,799 $845K 0.02% +2,561 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,651 shares 12,651 $839K 0.02% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 519 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,170 shares 15,170 $837K 0.02% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,365 shares; 2024Q4: 1,214 shares; 2025Q1: 587 shares; 2025Q2: 709 shares; 2025Q3: not reported; 2025Q4: 1,036 shares; 2026Q1: not reported; 2026Q2: 2,144 shares 2,144 $829K 0.02% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,084 shares; 2024Q4: 26,065 shares; 2025Q1: 4,995 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,518 shares; 2026Q2: 61,445 shares 61,445 $827K 0.02% -2,073 Timeline TOPT 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: 84,586 shares; 2025Q4: 84,092 shares; 2026Q1: not reported; 2026Q2: 25,052 shares 25,052 $825K 0.02% new Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,605 shares; 2025Q1: 3,775 shares; 2025Q2: 5,539 shares; 2025Q3: 5,748 shares; 2025Q4: 5,792 shares; 2026Q1: 9,104 shares; 2026Q2: 8,759 shares 8,759 $824K 0.02% -345 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: 12,097 shares; 2024Q4: 8,747 shares; 2025Q1: 11,316 shares; 2025Q2: 5,542 shares; 2025Q3: 5,823 shares; 2025Q4: 6,142 shares; 2026Q1: 4,589 shares; 2026Q2: 4,338 shares 4,338 $823K 0.02% -251 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 15 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,210 shares; 2026Q2: 36,727 shares 36,727 $818K 0.02% +24,517 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 316 shares; 2025Q1: 926 shares; 2025Q2: 3,199 shares; 2025Q3: 6,579 shares; 2025Q4: 6,761 shares; 2026Q1: 8,623 shares; 2026Q2: 6,983 shares 6,983 $815K 0.02% -1,640 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 205 shares; 2025Q2: 5,397 shares; 2025Q3: 4,711 shares; 2025Q4: 4,879 shares; 2026Q1: 2,936 shares; 2026Q2: 3,586 shares 3,586 $802K 0.02% +650 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,225 shares; 2025Q1: 8,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,697 shares; 2026Q2: 10,540 shares 10,540 $802K 0.02% +3,843 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: 2,717 shares; 2024Q4: 3,480 shares; 2025Q1: 4,816 shares; 2025Q2: 4,990 shares; 2025Q3: 2,035 shares; 2025Q4: 1,464 shares; 2026Q1: 1,271 shares; 2026Q2: 404 shares 404 $800K 0.02% -867 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 10,357 shares 10,357 $793K 0.02% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,014 shares; 2026Q1: 8,396 shares; 2026Q2: 2,618 shares 2,618 $788K 0.02% -5,778 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,087 shares 2,087 $786K 0.02% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: 1,829 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,327 shares; 2026Q2: 22,236 shares 22,236 $774K 0.01% +14,909 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,028 shares; 2024Q4: 8,308 shares; 2025Q1: 13,760 shares; 2025Q2: 15,681 shares; 2025Q3: 15,533 shares; 2025Q4: 15,647 shares; 2026Q1: 15,264 shares; 2026Q2: 25,662 shares 25,662 $770K 0.01% +10,398 Timeline BUFZ 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: 9,270 shares; 2024Q4: 8,791 shares; 2025Q1: 8,514 shares; 2025Q2: 18,117 shares; 2025Q3: 17,390 shares; 2025Q4: 17,855 shares; 2026Q1: not reported; 2026Q2: 27,207 shares 27,207 $760K 0.01% new 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: 446 shares; 2025Q1: 37 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,977 shares; 2026Q1: 6,177 shares; 2026Q2: 5,242 shares 5,242 $750K 0.01% -935 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 22,067 shares 22,067 $749K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 975 shares; 2025Q1: 1,213 shares; 2025Q2: 1,311 shares; 2025Q3: 2,042 shares; 2025Q4: 2,051 shares; 2026Q1: 3,053 shares; 2026Q2: 2,454 shares 2,454 $744K 0.01% -599 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,659 shares; 2025Q4: 3,312 shares; 2026Q1: 4,301 shares; 2026Q2: 4,056 shares 4,056 $743K 0.01% -245 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: 6,757 shares; 2025Q3: 10,341 shares; 2025Q4: 11,161 shares; 2026Q1: 15,313 shares; 2026Q2: 6,267 shares 6,267 $735K 0.01% -9,046 Timeline GAUG 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: 13,063 shares; 2025Q4: 13,063 shares; 2026Q1: 17,597 shares; 2026Q2: 17,597 shares 17,597 $729K 0.01% 0 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: 4,101 shares; 2024Q4: 11,175 shares; 2025Q1: 11,716 shares; 2025Q2: 16,733 shares; 2025Q3: 12,876 shares; 2025Q4: 5,958 shares; 2026Q1: 7,219 shares; 2026Q2: 6,518 shares 6,518 $728K 0.01% -701 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: 436 shares; 2024Q4: 512 shares; 2025Q1: 504 shares; 2025Q2: 604 shares; 2025Q3: 504 shares; 2025Q4: 861 shares; 2026Q1: 1,847 shares; 2026Q2: 967 shares 967 $722K 0.01% -880 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,745 shares; 2024Q4: 1,717 shares; 2025Q1: 2,569 shares; 2025Q2: 2,798 shares; 2025Q3: 3,423 shares; 2025Q4: 4,406 shares; 2026Q1: 5,884 shares; 2026Q2: 4,755 shares 4,755 $720K 0.01% -1,129 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: 185,401 shares; 2024Q4: 215,995 shares; 2025Q1: not reported; 2025Q2: 6,963 shares; 2025Q3: 6,897 shares; 2025Q4: 10,140 shares; 2026Q1: 10,993 shares; 2026Q2: 9,291 shares 9,291 $711K 0.01% -1,702 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,959 shares; 2024Q4: 6,664 shares; 2025Q1: 23,239 shares; 2025Q2: 32,764 shares; 2025Q3: 37,545 shares; 2025Q4: 40,419 shares; 2026Q1: 30,775 shares; 2026Q2: 8,947 shares 8,947 $700K 0.01% -21,828 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: 9,993 shares; 2024Q4: 9,639 shares; 2025Q1: 11,365 shares; 2025Q2: 9,160 shares; 2025Q3: 5,819 shares; 2025Q4: 6,419 shares; 2026Q1: 4,573 shares; 2026Q2: 6,178 shares 6,178 $700K 0.01% +1,605 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: 3,102 shares; 2024Q4: 2,812 shares; 2025Q1: 2,716 shares; 2025Q2: 5,517 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,645 shares; 2026Q2: 5,124 shares 5,124 $694K 0.01% -1,521 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,021 shares; 2024Q4: 7,514 shares; 2025Q1: 5,594 shares; 2025Q2: 6,567 shares; 2025Q3: 3,391 shares; 2025Q4: 6,208 shares; 2026Q1: 4,174 shares; 2026Q2: 6,286 shares 6,286 $690K 0.01% +2,112 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 35 shares; 2025Q1: 7 shares; 2025Q2: 8,591 shares; 2025Q3: 9,125 shares; 2025Q4: 9,534 shares; 2026Q1: 11,318 shares; 2026Q2: 7,949 shares 7,949 $686K 0.01% -3,369 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: 1,850 shares; 2024Q4: 1,346 shares; 2025Q1: 288 shares; 2025Q2: 1,076 shares; 2025Q3: 1,484 shares; 2025Q4: 1,474 shares; 2026Q1: 1,010 shares; 2026Q2: 1,591 shares 1,591 $678K 0.01% +581 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: 2,265 shares; 2024Q4: 511 shares; 2025Q1: 2,435 shares; 2025Q2: 3,384 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,843 shares; 2026Q2: 7,732 shares 7,732 $672K 0.01% -111 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,682 shares; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,868 shares; 2026Q2: 7,434 shares 7,434 $629K 0.01% -2,434 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,551 shares; 2026Q1: not reported; 2026Q2: 8,200 shares 8,200 $620K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,844 shares; 2024Q4: 47,724 shares; 2025Q1: 71,331 shares; 2025Q2: 30,850 shares; 2025Q3: 18,558 shares; 2025Q4: 22,468 shares; 2026Q1: 19,444 shares; 2026Q2: 25,170 shares 25,170 $618K 0.01% +5,726 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: 261,409 shares; 2024Q4: 274,724 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,114 shares 27,114 $618K 0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,951 shares; 2024Q4: 24,972 shares; 2025Q1: 25,388 shares; 2025Q2: 30,395 shares; 2025Q3: 28,605 shares; 2025Q4: not reported; 2026Q1: 21,089 shares; 2026Q2: 12,563 shares 12,563 $599K 0.01% -8,526 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,654 shares; 2025Q3: 14,194 shares; 2025Q4: 13,530 shares; 2026Q1: 11,409 shares; 2026Q2: 11,400 shares 11,400 $595K 0.01% -9 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: 4,505 shares; 2025Q4: 2,865 shares; 2026Q1: 3,521 shares; 2026Q2: 6,162 shares 6,162 $588K 0.01% +2,641 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: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 976 shares; 2026Q2: 1,212 shares 1,212 $586K 0.01% +236 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 18,761 shares; 2025Q3: 18,761 shares; 2025Q4: 18,761 shares; 2026Q1: 18,761 shares; 2026Q2: 18,761 shares 18,761 $581K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,036 shares; 2026Q2: 5,213 shares 5,213 $580K 0.01% +2,177 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 6 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,702 shares 5,702 $576K 0.01% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,146 shares; 2026Q1: not reported; 2026Q2: 10,881 shares 10,881 $574K 0.01% new Timeline ILDR 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: 1,084 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,491 shares 14,491 $569K 0.01% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 448 shares; 2025Q2: 322 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,565 shares 6,565 $568K 0.01% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,062 shares 5,062 $566K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,543 shares; 2024Q4: 6,643 shares; 2025Q1: 9,982 shares; 2025Q2: 4,737 shares; 2025Q3: 4,626 shares; 2025Q4: 4,725 shares; 2026Q1: 4,496 shares; 2026Q2: 4,724 shares 4,724 $559K 0.01% +228 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,053 shares; 2024Q4: 1,461 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 693 shares 693 $548K 0.01% new 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: 12,400 shares; 2024Q4: 6,078 shares; 2025Q1: 854 shares; 2025Q2: not reported; 2025Q3: 7,027 shares; 2025Q4: 8,151 shares; 2026Q1: not reported; 2026Q2: 8,593 shares 8,593 $540K 0.01% new Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 424,315 shares; 2024Q4: 689,958 shares; 2025Q1: 1,593,512 shares; 2025Q2: 1,256,315 shares; 2025Q3: 1,358,664 shares; 2025Q4: 1,510,609 shares; 2026Q1: 19,602 shares; 2026Q2: 10,656 shares 10,656 $538K 0.01% -8,946 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: 240 shares; 2025Q2: 989 shares; 2025Q3: 1,213 shares; 2025Q4: 1,302 shares; 2026Q1: not reported; 2026Q2: 1,566 shares 1,566 $534K 0.01% new Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,730 shares; 2025Q1: 6,022 shares; 2025Q2: 4,136 shares; 2025Q3: 4,769 shares; 2025Q4: 5,501 shares; 2026Q1: not reported; 2026Q2: 6,785 shares 6,785 $529K 0.01% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,742 shares 2,742 $526K 0.01% new Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 1,463 shares; 2025Q2: 5,862 shares; 2025Q3: 5,731 shares; 2025Q4: 5,557 shares; 2026Q1: 7,984 shares; 2026Q2: 8,002 shares 8,002 $523K 0.01% +18 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: not reported; 2024Q4: 940 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,513 shares; 2025Q4: 2,209 shares; 2026Q1: not reported; 2026Q2: 3,193 shares 3,193 $523K 0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 133 shares; 2025Q1: 15 shares; 2025Q2: not reported; 2025Q3: 220 shares; 2025Q4: 291 shares; 2026Q1: not reported; 2026Q2: 262 shares 262 $521K 0.01% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,150 shares; 2025Q1: 6,440 shares; 2025Q2: 8,168 shares; 2025Q3: 8,943 shares; 2025Q4: 9,550 shares; 2026Q1: 14,574 shares; 2026Q2: 8,516 shares 8,516 $518K 0.01% -6,058 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: 17,376 shares; 2024Q4: 17,980 shares; 2025Q1: 31,454 shares; 2025Q2: 20,201 shares; 2025Q3: 20,329 shares; 2025Q4: 22,114 shares; 2026Q1: 28,527 shares; 2026Q2: 24,882 shares 24,882 $515K 0.01% -3,645 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,613 shares; 2025Q1: 6,036 shares; 2025Q2: 7,100 shares; 2025Q3: 7,162 shares; 2025Q4: 6,808 shares; 2026Q1: 1,668,727 shares; 2026Q2: 8,539 shares 8,539 $510K 0.01% -1,660,188 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 191 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,896 shares 1,896 $502K 0.01% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,653 shares; 2026Q1: 3,427 shares; 2026Q2: 5,003 shares 5,003 $501K 0.01% +1,576 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: 5,140 shares; 2024Q4: 4,695 shares; 2025Q1: 4,848 shares; 2025Q2: 2,194 shares; 2025Q3: 2,193 shares; 2025Q4: 2,292 shares; 2026Q1: 1,598 shares; 2026Q2: 1,509 shares 1,509 $498K 0.01% -89 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: 205 shares; 2025Q1: 46 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,217 shares; 2026Q2: 777 shares 777 $496K 0.01% -440 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,989 shares; 2024Q4: 4,458 shares; 2025Q1: 5,221 shares; 2025Q2: 5,470 shares; 2025Q3: 4,909 shares; 2025Q4: 5,092 shares; 2026Q1: 6,213 shares; 2026Q2: 5,412 shares 5,412 $496K 0.01% -801 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,792 shares; 2026Q1: 102,165 shares; 2026Q2: 43,728 shares 43,728 $495K 0.01% -58,437 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,569 shares; 2025Q2: 5,571 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,759 shares 18,759 $494K 0.01% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,570 shares; 2024Q4: 8,273 shares; 2025Q1: 8,180 shares; 2025Q2: 16,545 shares; 2025Q3: 16,705 shares; 2025Q4: not reported; 2026Q1: 2,882 shares; 2026Q2: 5,890 shares 5,890 $487K 0.01% +3,008 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: 1,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,192 shares; 2025Q4: 2,855 shares; 2026Q1: 5,063 shares; 2026Q2: 3,646 shares 3,646 $486K 0.01% -1,417 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: 2,538 shares; 2024Q4: 4,156 shares; 2025Q1: 1,689 shares; 2025Q2: 6,071 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,089 shares; 2026Q2: 6,536 shares 6,536 $476K 0.01% -553 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: 6,288 shares; 2024Q4: 6,439 shares; 2025Q1: 1,321 shares; 2025Q2: 4,278 shares; 2025Q3: 4,676 shares; 2025Q4: 5,091 shares; 2026Q1: 5,406 shares; 2026Q2: 3,242 shares 3,242 $474K 0.01% -2,164 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 638 shares; 2025Q1: 735 shares; 2025Q2: 964 shares; 2025Q3: 893 shares; 2025Q4: 1,015 shares; 2026Q1: 770 shares; 2026Q2: 1,269 shares 1,269 $467K 0.01% +499 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,606 shares; 2025Q2: 26,909 shares; 2025Q3: 23,415 shares; 2025Q4: 21,847 shares; 2026Q1: 19,077 shares; 2026Q2: 6,805 shares 6,805 $466K 0.01% -12,272 Timeline FTCB 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: 8,979 shares; 2025Q1: 10,622 shares; 2025Q2: 12,487 shares; 2025Q3: 11,790 shares; 2025Q4: 18,443 shares; 2026Q1: 26,923 shares; 2026Q2: 22,284 shares 22,284 $465K 0.01% -4,639 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 617 shares; 2025Q1: not reported; 2025Q2: 1,231 shares; 2025Q3: 1,056 shares; 2025Q4: 1,127 shares; 2026Q1: 1,727 shares; 2026Q2: 1,716 shares 1,716 $461K 0.01% -11 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 329 shares; 2025Q1: 836 shares; 2025Q2: not reported; 2025Q3: 1,682 shares; 2025Q4: 1,948 shares; 2026Q1: 2,264 shares; 2026Q2: 2,605 shares 2,605 $459K 0.01% +341 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 499 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,071 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,504 shares 8,504 $456K 0.01% new Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,782 shares; 2024Q4: 1,923 shares; 2025Q1: 2,617 shares; 2025Q2: 2,657 shares; 2025Q3: 2,884 shares; 2025Q4: 3,089 shares; 2026Q1: 4,652 shares; 2026Q2: 3,313 shares 3,313 $455K 0.01% -1,339 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,276 shares; 2024Q4: 4,287 shares; 2025Q1: 5,399 shares; 2025Q2: 5,392 shares; 2025Q3: 6,359 shares; 2025Q4: 6,375 shares; 2026Q1: 5,750 shares; 2026Q2: 5,657 shares 5,657 $453K 0.01% -93 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 97 shares; 2025Q1: 47 shares; 2025Q2: 539 shares; 2025Q3: 2,137 shares; 2025Q4: 2,224 shares; 2026Q1: not reported; 2026Q2: 596 shares 596 $451K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,136 shares; 2025Q4: 4,135 shares; 2026Q1: not reported; 2026Q2: 4,545 shares 4,545 $450K 0.01% new Timeline JBND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,971 shares; 2026Q1: 4,371 shares; 2026Q2: 8,392 shares 8,392 $449K 0.01% +4,021 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,321 shares 2,321 $442K 0.01% new 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: 1,265 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,799 shares 5,799 $441K 0.01% new 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: 3,561 shares; 2024Q4: 2,041 shares; 2025Q1: 2,665 shares; 2025Q2: 1,760 shares; 2025Q3: 1,745 shares; 2025Q4: 1,746 shares; 2026Q1: 1,536 shares; 2026Q2: 1,761 shares 1,761 $437K 0.01% +225 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,992 shares; 2026Q1: 12,318 shares; 2026Q2: 7,788 shares 7,788 $437K 0.01% -4,530 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: 2,410 shares; 2024Q4: 1,680 shares; 2025Q1: 735 shares; 2025Q2: 19,078 shares; 2025Q3: 11,534 shares; 2025Q4: 12,478 shares; 2026Q1: 8,256 shares; 2026Q2: 2,144 shares 2,144 $430K 0.01% -6,112 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89,426 shares; 2025Q1: 34,076 shares; 2025Q2: 112,661 shares; 2025Q3: 126,135 shares; 2025Q4: 139,788 shares; 2026Q1: not reported; 2026Q2: 1,248 shares 1,248 $428K 0.01% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,866 shares; 2024Q4: 11,695 shares; 2025Q1: 15,636 shares; 2025Q2: 20,465 shares; 2025Q3: 24,979 shares; 2025Q4: 31,584 shares; 2026Q1: 27,088 shares; 2026Q2: 10,704 shares 10,704 $423K 0.01% -16,384 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: not reported; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,527 shares 3,527 $422K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 102 shares; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,546 shares; 2026Q2: 1,646 shares 1,646 $419K 0.01% +100 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: 3,744 shares; 2024Q4: 3,310 shares; 2025Q1: 2,199 shares; 2025Q2: 2,594 shares; 2025Q3: 2,085 shares; 2025Q4: not reported; 2026Q1: 1,656 shares; 2026Q2: 1,533 shares 1,533 $417K 0.01% -123 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,267 shares 8,267 $416K 0.01% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 66 shares; 2025Q1: not reported; 2025Q2: 31 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 354 shares 354 $416K 0.01% new 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: not reported; 2024Q4: 71 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,447 shares; 2026Q1: 1,833 shares; 2026Q2: 1,906 shares 1,906 $413K 0.01% +73 Timeline SMAX 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: 14,445 shares; 2026Q1: not reported; 2026Q2: 14,787 shares 14,787 $412K 0.01% new Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,315 shares; 2026Q2: 13,683 shares 13,683 $411K 0.01% +6,368 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: 616 shares; 2024Q4: 1,260 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 659 shares 659 $411K 0.01% new Timeline BLKB BLACKBAUD INC More: the full row for BLACKBAUD 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: 13,844 shares 13,844 $410K 0.01% new 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: 158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 356 shares; 2025Q4: 305 shares; 2026Q1: not reported; 2026Q2: 787 shares 787 $405K 0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: not reported; 2025Q3: 1,053 shares; 2025Q4: 1,143 shares; 2026Q1: 1,338 shares; 2026Q2: 1,651 shares 1,651 $405K 0.01% +313 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,589 shares 20,589 $402K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 225 shares; 2025Q1: 434 shares; 2025Q2: 933 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares; 2026Q2: 1,130 shares 1,130 $400K 0.01% +65 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: 5,422 shares; 2024Q4: 6,806 shares; 2025Q1: 12,023 shares; 2025Q2: 12,958 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,231 shares; 2026Q2: 3,845 shares 3,845 $398K 0.01% -1,386 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,196 shares; 2026Q2: 14,282 shares 14,282 $396K 0.01% -5,914 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: not reported; 2024Q4: 15 shares; 2025Q1: 1,553 shares; 2025Q2: 1,584 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,665 shares; 2026Q2: 2,704 shares 2,704 $396K 0.01% +1,039 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: not reported; 2024Q4: 171 shares; 2025Q1: 384 shares; 2025Q2: 393 shares; 2025Q3: 535 shares; 2025Q4: 2,325 shares; 2026Q1: 3,722 shares; 2026Q2: 3,978 shares 3,978 $395K 0.01% +256 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 385 shares; 2025Q1: 646 shares; 2025Q2: 2,611 shares; 2025Q3: 2,723 shares; 2025Q4: 1,502 shares; 2026Q1: 2,252 shares; 2026Q2: 3,343 shares 3,343 $393K 0.01% +1,091 Timeline GMAR 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: 6,526 shares; 2025Q4: 8,410 shares; 2026Q1: not reported; 2026Q2: 8,844 shares 8,844 $391K 0.01% new 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: 4,120 shares; 2025Q1: 8,531 shares; 2025Q2: 7,427 shares; 2025Q3: 8,218 shares; 2025Q4: 6,821 shares; 2026Q1: 5,897 shares; 2026Q2: 5,061 shares 5,061 $390K 0.01% -836 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: not reported; 2024Q4: not reported; 2025Q1: 1,126 shares; 2025Q2: 1,177 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,646 shares; 2026Q2: 1,646 shares 1,646 $390K 0.01% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,034 shares; 2025Q2: 6,306 shares; 2025Q3: 12,762 shares; 2025Q4: 14,691 shares; 2026Q1: 12,209 shares; 2026Q2: 9,869 shares 9,869 $384K 0.01% -2,340 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,110 shares; 2024Q4: 4,759 shares; 2025Q1: 10,319 shares; 2025Q2: 4,234 shares; 2025Q3: 3,741 shares; 2025Q4: 2,739 shares; 2026Q1: 1,521 shares; 2026Q2: 1,559 shares 1,559 $370K 0.01% +38 Timeline IBTG 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: 6,939 shares; 2025Q1: 30,185 shares; 2025Q2: 15,180 shares; 2025Q3: 15,181 shares; 2025Q4: 15,237 shares; 2026Q1: 15,238 shares; 2026Q2: 16,113 shares 16,113 $369K 0.01% +875 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: 248 shares; 2025Q2: 1,018 shares; 2025Q3: 948 shares; 2025Q4: 760 shares; 2026Q1: not reported; 2026Q2: 980 shares 980 $368K 0.01% new Timeline IBTH 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: 7,090 shares; 2025Q1: 30,891 shares; 2025Q2: 17,328 shares; 2025Q3: 15,534 shares; 2025Q4: 15,537 shares; 2026Q1: 15,715 shares; 2026Q2: 16,433 shares 16,433 $368K 0.01% +718 Timeline IBTI 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: 7,063 shares; 2025Q1: 31,080 shares; 2025Q2: 17,399 shares; 2025Q3: 15,586 shares; 2025Q4: 15,674 shares; 2026Q1: 15,855 shares; 2026Q2: 16,580 shares 16,580 $367K 0.01% +725 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: not reported; 2024Q4: 121 shares; 2025Q1: not reported; 2025Q2: 297 shares; 2025Q3: 296 shares; 2025Q4: 357 shares; 2026Q1: not reported; 2026Q2: 362 shares 362 $367K 0.01% new 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: 21,899 shares; 2024Q4: 11,888 shares; 2025Q1: 7,239 shares; 2025Q2: 5,580 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,884 shares; 2026Q2: 4,925 shares 4,925 $366K 0.01% +41 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: 4,568 shares; 2024Q4: 609 shares; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: 1,047 shares; 2025Q4: 823 shares; 2026Q1: 658 shares; 2026Q2: 379 shares 379 $366K 0.01% -279 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: 12,722 shares; 2024Q4: 16,715 shares; 2025Q1: 19,436 shares; 2025Q2: 39,470 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,311 shares; 2026Q2: 7,597 shares 7,597 $365K 0.01% -3,714 Timeline IBTJ 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: 7,203 shares; 2025Q1: 31,748 shares; 2025Q2: 17,771 shares; 2025Q3: 15,920 shares; 2025Q4: 15,922 shares; 2026Q1: 16,015 shares; 2026Q2: 16,847 shares 16,847 $365K 0.01% +832 Timeline IBTK 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: 7,956 shares; 2025Q1: 35,191 shares; 2025Q2: 17,745 shares; 2025Q3: 17,617 shares; 2025Q4: 17,598 shares; 2026Q1: 17,699 shares; 2026Q2: 18,623 shares 18,623 $364K 0.01% +924 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: 2,800 shares; 2024Q4: 3,691 shares; 2025Q1: 10,323 shares; 2025Q2: 3,404 shares; 2025Q3: 2,680 shares; 2025Q4: 2,189 shares; 2026Q1: 3,142 shares; 2026Q2: 2,314 shares 2,314 $363K 0.01% -828 Timeline IBTL 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: 7,723 shares; 2025Q1: 34,085 shares; 2025Q2: 17,063 shares; 2025Q3: 17,063 shares; 2025Q4: 16,924 shares; 2026Q1: 16,966 shares; 2026Q2: 17,917 shares 17,917 $362K 0.01% +951 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: 2,760 shares; 2025Q1: not reported; 2025Q2: 3,517 shares; 2025Q3: 4,145 shares; 2025Q4: 4,563 shares; 2026Q1: 7,966 shares; 2026Q2: 4,450 shares 4,450 $361K 0.01% -3,516 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: not reported; 2024Q4: 748 shares; 2025Q1: not reported; 2025Q2: 1,190 shares; 2025Q3: 1,191 shares; 2025Q4: 1,239 shares; 2026Q1: not reported; 2026Q2: 1,239 shares 1,239 $360K 0.01% new Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,849 shares; 2026Q1: not reported; 2026Q2: 10,479 shares 10,479 $359K 0.01% new Timeline IBTM 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: 14,939 shares; 2026Q1: 14,974 shares; 2026Q2: 15,822 shares 15,822 $359K 0.01% +848 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,420 shares; 2025Q4: not reported; 2026Q1: 6,010 shares; 2026Q2: 8,316 shares 8,316 $358K 0.01% +2,306 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,973 shares; 2025Q2: 2,178 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,594 shares; 2026Q2: 8,948 shares 8,948 $356K 0.01% +3,354 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 519 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,892 shares; 2026Q1: 1,795 shares; 2026Q2: 2,613 shares 2,613 $354K 0.01% +818 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 117,132 shares; 2024Q4: 161,879 shares; 2025Q1: 162,661 shares; 2025Q2: 225,123 shares; 2025Q3: 212,060 shares; 2025Q4: 190,766 shares; 2026Q1: 144,679 shares; 2026Q2: 65,271 shares 65,271 $354K 0.01% -79,408 Timeline BIV 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: not reported; 2024Q4: 2,496 shares; 2025Q1: 4,761 shares; 2025Q2: 3,830 shares; 2025Q3: 3,302 shares; 2025Q4: 3,670 shares; 2026Q1: 5,342 shares; 2026Q2: 4,611 shares 4,611 $354K 0.01% -731 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 157 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,304 shares; 2026Q2: 5,279 shares 5,279 $354K 0.01% -25 Timeline GJAN 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: not reported; 2026Q2: 7,785 shares 7,785 $351K 0.01% new Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,568 shares; 2024Q4: 26,088 shares; 2025Q1: 10,885 shares; 2025Q2: 10,492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,867 shares; 2026Q2: 13,749 shares 13,749 $347K 0.01% -2,118 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: 595 shares; 2024Q4: 251 shares; 2025Q1: 106 shares; 2025Q2: not reported; 2025Q3: 1,003 shares; 2025Q4: 1,053 shares; 2026Q1: 1,044 shares; 2026Q2: 1,007 shares 1,007 $347K 0.01% -37 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: not reported; 2024Q4: 48 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 305 shares 305 $346K 0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,993 shares; 2025Q4: 3,659 shares; 2026Q1: 4,213 shares; 2026Q2: 3,422 shares 3,422 $343K 0.01% -791 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: 2,315 shares; 2024Q4: 731 shares; 2025Q1: 597 shares; 2025Q2: 538 shares; 2025Q3: 745 shares; 2025Q4: 658 shares; 2026Q1: not reported; 2026Q2: 689 shares 689 $342K 0.01% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: not reported; 2025Q2: 1,328 shares; 2025Q3: 1,356 shares; 2025Q4: 1,132 shares; 2026Q1: not reported; 2026Q2: 1,406 shares 1,406 $341K 0.01% 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: 202 shares; 2025Q1: not reported; 2025Q2: 828 shares; 2025Q3: 920 shares; 2025Q4: 1,014 shares; 2026Q1: 1,176 shares; 2026Q2: 1,031 shares 1,031 $341K 0.01% -145 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,885 shares; 2024Q4: 7,885 shares; 2025Q1: 7,885 shares; 2025Q2: 6,527 shares; 2025Q3: 6,527 shares; 2025Q4: 3,932 shares; 2026Q1: 3,932 shares; 2026Q2: 3,932 shares 3,932 $337K 0.01% 0 Timeline CIBR 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: 121 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,718 shares 3,718 $334K 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: 2,928 shares; 2024Q4: 6,057 shares; 2025Q1: 7,647 shares; 2025Q2: 5,885 shares; 2025Q3: 7,883 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,602 shares 4,602 $331K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,338 shares; 2025Q1: 8,979 shares; 2025Q2: 8,766 shares; 2025Q3: not reported; 2025Q4: 17,025 shares; 2026Q1: 13,090 shares; 2026Q2: 13,277 shares 13,277 $330K 0.01% +187 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: not reported; 2024Q4: 298 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,997 shares; 2025Q4: 5,097 shares; 2026Q1: 7,171 shares; 2026Q2: 4,364 shares 4,364 $330K 0.01% -2,807 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,144 shares; 2025Q1: 33 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,019 shares; 2026Q2: 662 shares 662 $325K 0.01% -357 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 130 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 865 shares 865 $323K 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 31 shares; 2025Q1: 100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,285 shares 2,285 $321K 0.01% 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: 41 shares; 2025Q1: 194 shares; 2025Q2: 904 shares; 2025Q3: 1,177 shares; 2025Q4: 1,208 shares; 2026Q1: 1,015 shares; 2026Q2: 1,006 shares 1,006 $319K 0.01% -9 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 485 shares; 2025Q1: 8 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,463 shares; 2026Q1: 1,690 shares; 2026Q2: 2,037 shares 2,037 $319K 0.01% +347 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: 3,912 shares; 2024Q4: 5,849 shares; 2025Q1: 4,745 shares; 2025Q2: 4,479 shares; 2025Q3: 5,528 shares; 2025Q4: 828 shares; 2026Q1: not reported; 2026Q2: 943 shares 943 $319K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares; 2026Q2: 1,334 shares 1,334 $317K 0.01% +214 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: 645 shares; 2024Q4: 587 shares; 2025Q1: 328 shares; 2025Q2: 500 shares; 2025Q3: 338 shares; 2025Q4: 353 shares; 2026Q1: not reported; 2026Q2: 622 shares 622 $317K 0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 777 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,446 shares; 2026Q1: not reported; 2026Q2: 6,128 shares 6,128 $316K 0.01% new 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: not reported; 2024Q4: 1,586 shares; 2025Q1: 2,021 shares; 2025Q2: 2,010 shares; 2025Q3: 2,364 shares; 2025Q4: 2,366 shares; 2026Q1: 2,171 shares; 2026Q2: 2,208 shares 2,208 $314K 0.01% +37 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,076 shares; 2025Q1: 1,096 shares; 2025Q2: 5,096 shares; 2025Q3: 5,739 shares; 2025Q4: 6,593 shares; 2026Q1: 7,992 shares; 2026Q2: 6,263 shares 6,263 $312K 0.01% -1,729 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: 1,251 shares; 2024Q4: 508 shares; 2025Q1: 566 shares; 2025Q2: 1,138 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,274 shares; 2026Q2: 1,258 shares 1,258 $310K 0.01% -16 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: not reported; 2024Q4: not reported; 2025Q1: 2,282 shares; 2025Q2: 2,282 shares; 2025Q3: 2,282 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares; 2026Q2: 1,963 shares 1,963 $308K 0.01% -34 Timeline TDIV 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: 181,751 shares; 2024Q4: 178,317 shares; 2025Q1: 342,984 shares; 2025Q2: 182,749 shares; 2025Q3: 184,060 shares; 2025Q4: 4,718 shares; 2026Q1: 4,526 shares; 2026Q2: 2,675 shares 2,675 $307K 0.01% -1,851 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: 879 shares; 2024Q4: 347 shares; 2025Q1: 736 shares; 2025Q2: 789 shares; 2025Q3: 727 shares; 2025Q4: 628 shares; 2026Q1: 646 shares; 2026Q2: 611 shares 611 $306K 0.01% -35 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,527 shares; 2025Q1: not reported; 2025Q2: 3,424 shares; 2025Q3: 3,525 shares; 2025Q4: 3,377 shares; 2026Q1: 6,204 shares; 2026Q2: 3,343 shares 3,343 $304K 0.01% -2,861 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 6,845 shares; 2025Q2: 3,480 shares; 2025Q3: 4,431 shares; 2025Q4: 3,760 shares; 2026Q1: 2,029 shares; 2026Q2: 1,369 shares 1,369 $302K 0.01% -660 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,824 shares; 2024Q4: not reported; 2025Q1: 11,567 shares; 2025Q2: 11,912 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,660 shares; 2026Q2: 4,056 shares 4,056 $302K 0.01% -6,604 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,268 shares; 2024Q4: 8,390 shares; 2025Q1: 4,710 shares; 2025Q2: 4,136 shares; 2025Q3: 3,916 shares; 2025Q4: 3,916 shares; 2026Q1: 3,405 shares; 2026Q2: 2,914 shares 2,914 $298K 0.01% -491 Timeline GAPR 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: 3,012 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,066 shares; 2025Q4: 7,148 shares; 2026Q1: 7,148 shares; 2026Q2: 7,148 shares 7,148 $298K 0.01% 0 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: 2,790 shares; 2024Q4: 2,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,725 shares; 2025Q4: 2,422 shares; 2026Q1: 2,531 shares; 2026Q2: 1,987 shares 1,987 $295K 0.01% -544 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 877 shares; 2026Q1: 991 shares; 2026Q2: 1,035 shares 1,035 $294K 0.01% +44 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,266 shares; 2025Q1: 6,275 shares; 2025Q2: 5,403 shares; 2025Q3: 5,420 shares; 2025Q4: 5,178 shares; 2026Q1: 5,241 shares; 2026Q2: 3,639 shares 3,639 $292K 0.01% -1,602 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,940 shares 7,940 $291K 0.01% new 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: 1,819 shares; 2024Q4: 1,937 shares; 2025Q1: not reported; 2025Q2: 2,181 shares; 2025Q3: 2,085 shares; 2025Q4: 2,033 shares; 2026Q1: not reported; 2026Q2: 2,288 shares 2,288 $290K 0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 11,740 shares 11,740 $287K 0.01% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,260 shares; 2024Q4: 5,832 shares; 2025Q1: 11,589 shares; 2025Q2: 3,805 shares; 2025Q3: 3,211 shares; 2025Q4: 2,699 shares; 2026Q1: 2,798 shares; 2026Q2: 2,411 shares 2,411 $287K 0.01% -387 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 79 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 753 shares 753 $282K 0.01% new Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,506 shares; 2024Q4: 20,800 shares; 2025Q1: 22,418 shares; 2025Q2: 20,563 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,496 shares 11,496 $282K 0.01% new Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 13,625 shares; 2025Q1: 32,419 shares; 2025Q2: 17,694 shares; 2025Q3: 17,790 shares; 2025Q4: 15,105 shares; 2026Q1: 5,561 shares; 2026Q2: 4,854 shares 4,854 $282K 0.01% -707 Timeline DON 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: 6,873 shares; 2025Q2: 6,081 shares; 2025Q3: 6,081 shares; 2025Q4: 4,931 shares; 2026Q1: 4,931 shares; 2026Q2: 4,931 shares 4,931 $279K 0.01% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,121 shares 1,121 $278K 0.01% new 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: not reported; 2024Q4: 1,824 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,532 shares; 2025Q4: 5,268 shares; 2026Q1: 10,970 shares; 2026Q2: 6,058 shares 6,058 $277K 0.01% -4,912 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,151 shares 8,151 $276K 0.01% new Timeline APPF APPFOLIO INC More: the full row for APPFOLIO 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: 1,416 shares; 2026Q1: 2,236 shares; 2026Q2: 1,719 shares 1,719 $276K 0.01% -517 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: not reported; 2024Q4: not reported; 2025Q1: 1,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,664 shares 1,664 $274K 0.01% new Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,019 shares 1,019 $274K 0.01% new Timeline HYG 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: 618 shares; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,477 shares; 2025Q4: 3,954 shares; 2026Q1: 32,324 shares; 2026Q2: 3,392 shares 3,392 $271K 0.01% -28,932 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $269K 0.01% new Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,293 shares 2,293 $268K 0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,644 shares; 2025Q2: 3,311 shares; 2025Q3: 1,807 shares; 2025Q4: 1,713 shares; 2026Q1: 1,754 shares; 2026Q2: 1,697 shares 1,697 $268K 0.01% -57 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,492 shares; 2025Q2: 6,819 shares; 2025Q3: 8,532 shares; 2025Q4: not reported; 2026Q1: 10,231 shares; 2026Q2: 9,963 shares 9,963 $268K 0.01% -268 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,584 shares 6,584 $266K 0.01% new Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,142 shares; 2025Q1: 1,776 shares; 2025Q2: 6,209 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,911 shares; 2026Q2: 9,930 shares 9,930 $264K 0.01% +2,019 Timeline FAI 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: 4,790 shares 4,790 $261K 0.01% new 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: not reported; 2024Q4: 4,380 shares; 2025Q1: 5,779 shares; 2025Q2: 4,220 shares; 2025Q3: 3,511 shares; 2025Q4: 3,572 shares; 2026Q1: 3,625 shares; 2026Q2: 3,702 shares 3,702 $257K <0.01% +77 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 319 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 678 shares; 2026Q2: 748 shares 748 $256K <0.01% +70 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,219 shares; 2025Q1: 28 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,884 shares 11,884 $254K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 237 shares; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,125 shares 2,125 $253K <0.01% new 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: 15 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111 shares 111 $252K <0.01% new 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: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,625 shares; 2026Q1: 4,933 shares; 2026Q2: 5,218 shares 5,218 $251K <0.01% +285 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,681 shares; 2024Q4: 22,886 shares; 2025Q1: 28,553 shares; 2025Q2: 28,162 shares; 2025Q3: 23,242 shares; 2025Q4: 16,873 shares; 2026Q1: 5,581 shares; 2026Q2: 3,260 shares 3,260 $251K <0.01% -2,321 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 49 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 903 shares; 2026Q2: 725 shares 725 $250K <0.01% -178 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 96 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,988 shares 2,988 $250K <0.01% new Timeline FBUF FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET 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: 52,465 shares; 2026Q1: 14,189 shares; 2026Q2: 7,754 shares 7,754 $250K <0.01% -6,435 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 199 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,568 shares 2,568 $248K <0.01% new 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: 3,416 shares; 2024Q4: 1,985 shares; 2025Q1: 2,544 shares; 2025Q2: 1,287 shares; 2025Q3: 1,294 shares; 2025Q4: 1,291 shares; 2026Q1: 678 shares; 2026Q2: 476 shares 476 $247K <0.01% -202 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: 10,261 shares; 2024Q4: 7,285 shares; 2025Q1: 3,623 shares; 2025Q2: 1,889 shares; 2025Q3: 1,892 shares; 2025Q4: 1,939 shares; 2026Q1: 1,927 shares; 2026Q2: 1,519 shares 1,519 $246K <0.01% -408 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: not reported; 2026Q2: 1,295 shares 1,295 $246K <0.01% new Timeline LMBS 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: 2,609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,919 shares 4,919 $245K <0.01% new 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: not reported; 2024Q4: 2,368 shares; 2025Q1: not reported; 2025Q2: 5,894 shares; 2025Q3: 3,513 shares; 2025Q4: 2,851 shares; 2026Q1: not reported; 2026Q2: 2,855 shares 2,855 $244K <0.01% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,351 shares; 2024Q4: 9,231 shares; 2025Q1: 5,211 shares; 2025Q2: 6,325 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,646 shares 8,646 $244K <0.01% new 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: 773 shares; 2024Q4: 456 shares; 2025Q1: 1,207 shares; 2025Q2: 1,306 shares; 2025Q3: 1,493 shares; 2025Q4: 1,163 shares; 2026Q1: 843 shares; 2026Q2: 611 shares 611 $243K <0.01% -232 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 291 shares; 2025Q1: 116 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,243 shares; 2026Q2: 2,930 shares 2,930 $242K <0.01% -313 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 191 shares; 2025Q2: 170 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,660 shares 2,660 $241K <0.01% new Timeline ALV AUTOLIV INC More: the full row for AUTOLIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 854 shares; 2025Q2: 1,266 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,068 shares 2,068 $240K <0.01% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,421 shares; 2025Q2: 9,004 shares; 2025Q3: 9,057 shares; 2025Q4: 8,794 shares; 2026Q1: 8,638 shares; 2026Q2: 2,785 shares 2,785 $240K <0.01% -5,853 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 39 shares; 2025Q1: 108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 799 shares 799 $240K <0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,463 shares; 2025Q1: 288 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,089 shares 3,089 $238K <0.01% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67 shares; 2025Q2: 123 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,245 shares 6,245 $238K <0.01% new Timeline BLV 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: not reported; 2024Q4: 1,963 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,911 shares; 2026Q1: 3,156 shares; 2026Q2: 3,447 shares 3,447 $238K <0.01% +291 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,378 shares; 2024Q4: 3,184 shares; 2025Q1: 916 shares; 2025Q2: 4,997 shares; 2025Q3: 1,078 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,011 shares 1,011 $236K <0.01% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 981 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,600 shares; 2026Q2: 9,013 shares 9,013 $235K <0.01% -11,587 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,517 shares 2,517 $235K <0.01% new Timeline USTB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,593 shares 4,593 $232K <0.01% new Timeline HELO 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: not reported; 2024Q4: 237 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,436 shares 3,436 $232K <0.01% new 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: 102 shares; 2025Q1: 30 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 890 shares 890 $232K <0.01% new Timeline GNOV 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: 5,421 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,421 shares; 2025Q4: 5,538 shares; 2026Q1: 5,538 shares; 2026Q2: 5,538 shares 5,538 $231K <0.01% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,748 shares; 2024Q4: 33,633 shares; 2025Q1: 28,242 shares; 2025Q2: 23,292 shares; 2025Q3: 28,474 shares; 2025Q4: 23,954 shares; 2026Q1: 12,687 shares; 2026Q2: 7,199 shares 7,199 $231K <0.01% -5,488 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: 209 shares; 2025Q1: 32 shares; 2025Q2: 226 shares; 2025Q3: 234 shares; 2025Q4: 309 shares; 2026Q1: not reported; 2026Q2: 239 shares 239 $230K <0.01% 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: 51 shares; 2025Q1: 10 shares; 2025Q2: 63 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 874 shares 874 $228K <0.01% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this 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: 6,218 shares 6,218 $226K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 351 shares 351 $225K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,034,846 shares; 2025Q2: 1,151,216 shares; 2025Q3: 1,257,158 shares; 2025Q4: 355,525 shares; 2026Q1: 4,880 shares; 2026Q2: 4,292 shares 4,292 $225K <0.01% -588 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,133 shares; 2026Q2: 1,407 shares 1,407 $223K <0.01% -726 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 709 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,073 shares 5,073 $222K <0.01% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,244 shares; 2024Q4: 11,743 shares; 2025Q1: 8,105 shares; 2025Q2: 5,591 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,290 shares 6,290 $222K <0.01% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,230 shares; 2025Q3: 2,252 shares; 2025Q4: 2,284 shares; 2026Q1: 4,220 shares; 2026Q2: 2,322 shares 2,322 $222K <0.01% -1,898 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,243 shares 1,243 $221K <0.01% new Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,892 shares 7,892 $221K <0.01% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,639 shares; 2024Q4: 24,558 shares; 2025Q1: 39,615 shares; 2025Q2: 15,933 shares; 2025Q3: 8,817 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,970 shares 6,970 $221K <0.01% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 449 shares 449 $221K <0.01% new 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: 4,568 shares; 2024Q4: 11,747 shares; 2025Q1: 18,992 shares; 2025Q2: 20,587 shares; 2025Q3: 12,205 shares; 2025Q4: 12,881 shares; 2026Q1: 24,120 shares; 2026Q2: 3,158 shares 3,158 $220K <0.01% -20,962 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: 10,395 shares; 2024Q4: 16,379 shares; 2025Q1: 12,565 shares; 2025Q2: 16,854 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,645 shares; 2026Q2: 2,399 shares 2,399 $220K <0.01% -246 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 274 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,433 shares; 2026Q2: 2,091 shares 2,091 $219K <0.01% -1,342 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 377 shares; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,603 shares 1,603 $219K <0.01% new Timeline MISL 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: 4,785 shares 4,785 $219K <0.01% new Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 441,372 shares; 2024Q4: 1,082,317 shares; 2025Q1: 1,312,762 shares; 2025Q2: 1,279,517 shares; 2025Q3: 1,008,284 shares; 2025Q4: 930,521 shares; 2026Q1: 19,403 shares; 2026Q2: 4,376 shares 4,376 $219K <0.01% -15,027 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: 3,041 shares; 2024Q4: 3,297 shares; 2025Q1: 3,718 shares; 2025Q2: 3,314 shares; 2025Q3: 1,963 shares; 2025Q4: not reported; 2026Q1: 1,036 shares; 2026Q2: 776 shares 776 $218K <0.01% -260 Timeline