QLTY GMO ETF TRUST More: the full row for GMO 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: 89,183 shares; 2025Q3: 3,145,815 shares; 2025Q4: 3,493,784 shares; 2026Q1: 3,529,734 shares; 2026Q2: 3,431,467 shares 3,431,467 $143M 13.36% -98,267 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: 20,211 shares; 2024Q4: 21,681 shares; 2025Q1: 23,764 shares; 2025Q2: 12,896 shares; 2025Q3: 17,385 shares; 2025Q4: 23,312 shares; 2026Q1: 50,360 shares; 2026Q2: 109,960 shares 109,960 $75.5M 7.05% +59,600 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: 192,864 shares; 2024Q4: 204,659 shares; 2025Q1: 215,758 shares; 2025Q2: 24,304 shares; 2025Q3: 224,564 shares; 2025Q4: 270,302 shares; 2026Q1: 304,002 shares; 2026Q2: 351,532 shares 351,532 $52.1M 4.87% +47,530 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 739,869 shares; 2024Q4: 818,646 shares; 2025Q1: 776,687 shares; 2025Q2: 109,695 shares; 2025Q3: 380,708 shares; 2025Q4: 380,708 shares; 2026Q1: 93,953 shares; 2026Q2: 124,181 shares 124,181 $51.7M 4.83% +30,228 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: 147,941 shares; 2024Q4: 172,411 shares; 2025Q1: 188,425 shares; 2025Q2: 24,312 shares; 2025Q3: 117,259 shares; 2025Q4: 126,601 shares; 2026Q1: 121,995 shares; 2026Q2: 149,777 shares 149,777 $43.3M 4.05% +27,782 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,021 shares; 2024Q4: 90,961 shares; 2025Q1: 90,394 shares; 2025Q2: 30,467 shares; 2025Q3: 89,578 shares; 2025Q4: 89,307 shares; 2026Q1: 89,267 shares; 2026Q2: 89,260 shares 89,260 $36.6M 3.41% -7 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: 37,468 shares; 2024Q4: 38,932 shares; 2025Q1: 40,306 shares; 2025Q2: 24,517 shares; 2025Q3: 39,675 shares; 2025Q4: 39,879 shares; 2026Q1: 39,924 shares; 2026Q2: 42,276 shares 42,276 $31.6M 2.95% +2,352 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: 42,464 shares; 2024Q4: 38,497 shares; 2025Q1: 38,724 shares; 2025Q2: 24,030 shares; 2025Q3: 38,412 shares; 2025Q4: 59,494 shares; 2026Q1: 56,722 shares; 2026Q2: 39,008 shares 39,008 $29.2M 2.73% -17,714 Timeline GQGU ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 133,806 shares; 2025Q4: 835,454 shares; 2026Q1: 958,094 shares; 2026Q2: 958,503 shares 958,503 $24.3M 2.27% +409 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: 77,402 shares; 2024Q4: 79,597 shares; 2025Q1: 83,937 shares; 2025Q2: not reported; 2025Q3: 55,470 shares; 2025Q4: 58,982 shares; 2026Q1: 56,777 shares; 2026Q2: 66,230 shares 66,230 $23.7M 2.21% +9,453 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,917 shares; 2024Q4: 228,528 shares; 2025Q1: 229,995 shares; 2025Q2: 20,593 shares; 2025Q3: 216,908 shares; 2025Q4: 210,902 shares; 2026Q1: 212,098 shares; 2026Q2: 207,332 shares 207,332 $22.9M 2.14% -4,766 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: 52,272 shares; 2024Q4: 52,285 shares; 2025Q1: 52,594 shares; 2025Q2: 12,995 shares; 2025Q3: 51,325 shares; 2025Q4: 102,796 shares; 2026Q1: 102,678 shares; 2026Q2: 102,692 shares 102,692 $19.6M 1.83% +14 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: 35,656 shares; 2024Q4: 36,914 shares; 2025Q1: 35,717 shares; 2025Q2: 20,693 shares; 2025Q3: 27,831 shares; 2025Q4: 29,120 shares; 2026Q1: 29,156 shares; 2026Q2: 33,678 shares 33,678 $19M 1.77% +4,522 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: 79,959 shares; 2024Q4: 87,259 shares; 2025Q1: 87,256 shares; 2025Q2: 12,511 shares; 2025Q3: 56,658 shares; 2025Q4: 62,024 shares; 2026Q1: 61,840 shares; 2026Q2: 73,840 shares 73,840 $17.6M 1.64% +12,000 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163,058 shares; 2024Q4: 1,397,779 shares; 2025Q1: 1,323,779 shares; 2025Q2: 47,482 shares; 2025Q3: 1,343,779 shares; 2025Q4: 1,343,839 shares; 2026Q1: 1,343,779 shares; 2026Q2: 1,343,838 shares 1,343,838 $15.4M 1.44% +59 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,514 shares; 2024Q4: 2,675 shares; 2025Q1: 12,972 shares; 2025Q2: not reported; 2025Q3: 16,975 shares; 2025Q4: 38,405 shares; 2026Q1: 41,256 shares; 2026Q2: 41,079 shares 41,079 $15.2M 1.42% -177 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: 93,748 shares; 2024Q4: 119,002 shares; 2025Q1: 124,712 shares; 2025Q2: not reported; 2025Q3: 44,383 shares; 2025Q4: 58,598 shares; 2026Q1: 57,100 shares; 2026Q2: 74,563 shares 74,563 $14.9M 1.39% +17,463 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: 57,266 shares; 2024Q4: 61,773 shares; 2025Q1: 63,714 shares; 2025Q2: 12,310 shares; 2025Q3: 27,962 shares; 2025Q4: 31,719 shares; 2026Q1: 32,547 shares; 2026Q2: 37,656 shares 37,656 $14M 1.31% +5,109 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: 16,781 shares; 2024Q4: 18,883 shares; 2025Q1: 15,848 shares; 2025Q2: not reported; 2025Q3: 16,089 shares; 2025Q4: 16,491 shares; 2026Q1: 16,852 shares; 2026Q2: 16,947 shares 16,947 $12.5M 1.17% +95 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: 24,348 shares; 2024Q4: 25,952 shares; 2025Q1: 25,918 shares; 2025Q2: not reported; 2025Q3: 22,228 shares; 2025Q4: 23,715 shares; 2026Q1: 23,291 shares; 2026Q2: 24,109 shares 24,109 $12.1M 1.13% +818 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: 51,981 shares; 2024Q4: 54,715 shares; 2025Q1: 74,016 shares; 2025Q2: not reported; 2025Q3: 45,436 shares; 2025Q4: 117,655 shares; 2026Q1: 115,171 shares; 2026Q2: 137,571 shares 137,571 $11.8M 1.1% +22,400 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,065 shares; 2024Q4: 17,072 shares; 2025Q1: 17,082 shares; 2025Q2: not reported; 2025Q3: 17,097 shares; 2025Q4: 15,922 shares; 2026Q1: 15,932 shares; 2026Q2: 15,938 shares 15,938 $11.2M 1.05% +6 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: 238,363 shares; 2024Q4: 238,363 shares; 2025Q1: 238,363 shares; 2025Q2: 8,543 shares; 2025Q3: 238,363 shares; 2025Q4: 238,363 shares; 2026Q1: 238,363 shares; 2026Q2: 238,363 shares 238,363 $10.6M 0.99% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,400 shares; 2024Q4: 34,404 shares; 2025Q1: 29,050 shares; 2025Q2: not reported; 2025Q3: 27,708 shares; 2025Q4: 27,418 shares; 2026Q1: 27,418 shares; 2026Q2: 27,418 shares 27,418 $10M 0.94% 0 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: 39,535 shares; 2024Q4: 46,012 shares; 2025Q1: 43,908 shares; 2025Q2: not reported; 2025Q3: 24,952 shares; 2025Q4: 29,498 shares; 2026Q1: 29,336 shares; 2026Q2: 29,726 shares 29,726 $9.63M 0.9% +390 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: 61,305 shares; 2024Q4: 55,189 shares; 2025Q1: 52,198 shares; 2025Q2: not reported; 2025Q3: 32,336 shares; 2025Q4: 33,677 shares; 2026Q1: 35,333 shares; 2026Q2: 36,926 shares 36,926 $9.38M 0.88% +1,593 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM 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: 9,814,289 shares; 2026Q1: 9,064,278 shares; 2026Q2: 9,065,677 shares 9,065,677 $9.07M 0.85% +1,399 Timeline VYMI 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: 31,351 shares; 2025Q4: 31,351 shares; 2026Q1: 86,778 shares; 2026Q2: 86,778 shares 86,778 $8.52M 0.8% 0 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: 11,989 shares; 2024Q4: 12,389 shares; 2025Q1: 12,989 shares; 2025Q2: not reported; 2025Q3: 17,538 shares; 2025Q4: 16,178 shares; 2026Q1: 16,011 shares; 2026Q2: 64,044 shares 64,044 $7.95M 0.74% +48,033 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,813 shares; 2024Q4: 117,308 shares; 2025Q1: 119,238 shares; 2025Q2: 10,188 shares; 2025Q3: 99,573 shares; 2025Q4: 100,073 shares; 2026Q1: 100,023 shares; 2026Q2: 108,924 shares 108,924 $7.86M 0.73% +8,901 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: 25,456 shares; 2024Q4: 76,587 shares; 2025Q1: 127,927 shares; 2025Q2: not reported; 2025Q3: 204,531 shares; 2025Q4: 205,284 shares; 2026Q1: 207,532 shares; 2026Q2: 234,403 shares 234,403 $7.43M 0.69% +26,871 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: 5,241 shares; 2024Q4: 5,745 shares; 2025Q1: 6,000 shares; 2025Q2: not reported; 2025Q3: 2,528 shares; 2025Q4: 2,908 shares; 2026Q1: 1,421 shares; 2026Q2: 6,182 shares 6,182 $7.14M 0.67% +4,761 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,104 shares; 2024Q4: 281,104 shares; 2025Q1: 281,104 shares; 2025Q2: 5,071 shares; 2025Q3: 281,104 shares; 2025Q4: 281,104 shares; 2026Q1: 281,104 shares; 2026Q2: 281,104 shares 281,104 $6.8M 0.64% 0 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: 18,492 shares; 2024Q4: 19,934 shares; 2025Q1: 20,692 shares; 2025Q2: not reported; 2025Q3: 11,761 shares; 2025Q4: 13,760 shares; 2026Q1: 14,250 shares; 2026Q2: 14,800 shares 14,800 $6.22M 0.58% +550 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: 25,095 shares; 2024Q4: 26,635 shares; 2025Q1: 26,697 shares; 2025Q2: not reported; 2025Q3: 15,931 shares; 2025Q4: 17,506 shares; 2026Q1: 16,777 shares; 2026Q2: 18,800 shares 18,800 $6.15M 0.57% +2,023 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 192,951 shares; 2024Q4: 193,182 shares; 2025Q1: 193,599 shares; 2025Q2: 10,458 shares; 2025Q3: 193,998 shares; 2025Q4: 193,986 shares; 2026Q1: 194,325 shares; 2026Q2: 194,576 shares 194,576 $5.82M 0.54% +251 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: 25,748 shares; 2024Q4: 29,808 shares; 2025Q1: 29,808 shares; 2025Q2: not reported; 2025Q3: 34,446 shares; 2025Q4: 34,446 shares; 2026Q1: 34,875 shares; 2026Q2: 34,875 shares 34,875 $5.51M 0.51% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,236 shares; 2024Q4: 9,416 shares; 2025Q1: 8,737 shares; 2025Q2: not reported; 2025Q3: 7,788 shares; 2025Q4: 9,062 shares; 2026Q1: 9,544 shares; 2026Q2: 9,899 shares 9,899 $4.74M 0.44% +355 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,277 shares; 2024Q4: 87,137 shares; 2025Q1: 86,982 shares; 2025Q2: not reported; 2025Q3: 86,239 shares; 2025Q4: 86,233 shares; 2026Q1: 87,118 shares; 2026Q2: 85,634 shares 85,634 $4.66M 0.43% -1,484 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,999 shares; 2024Q4: 93,086 shares; 2025Q1: 93,920 shares; 2025Q2: not reported; 2025Q3: 116,454 shares; 2025Q4: 117,385 shares; 2026Q1: 118,229 shares; 2026Q2: 119,033 shares 119,033 $4.38M 0.41% +804 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: 21,897 shares; 2024Q4: 20,812 shares; 2025Q1: 21,983 shares; 2025Q2: not reported; 2025Q3: 14,701 shares; 2025Q4: 15,652 shares; 2026Q1: 15,227 shares; 2026Q2: 16,549 shares 16,549 $4.16M 0.39% +1,322 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: 14,214 shares; 2024Q4: 14,045 shares; 2025Q1: 13,562 shares; 2025Q2: not reported; 2025Q3: 13,524 shares; 2025Q4: 13,275 shares; 2026Q1: 12,709 shares; 2026Q2: 49,135 shares 49,135 $3.96M 0.37% +36,426 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: 19,570 shares; 2024Q4: 19,926 shares; 2025Q1: 19,871 shares; 2025Q2: not reported; 2025Q3: 5,569 shares; 2025Q4: 7,497 shares; 2026Q1: 8,025 shares; 2026Q2: 10,299 shares 10,299 $3.89M 0.36% +2,274 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,996 shares; 2024Q4: 18,910 shares; 2025Q1: 19,304 shares; 2025Q2: not reported; 2025Q3: 12,959 shares; 2025Q4: 13,395 shares; 2026Q1: 13,289 shares; 2026Q2: 14,357 shares 14,357 $3.88M 0.36% +1,068 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: 2,487 shares; 2024Q4: 2,487 shares; 2025Q1: 2,672 shares; 2025Q2: not reported; 2025Q3: 3,210 shares; 2025Q4: 3,315 shares; 2026Q1: 5,120 shares; 2026Q2: 40,920 shares 40,920 $3.52M 0.33% +35,800 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,231 shares; 2024Q4: 25,231 shares; 2025Q1: 25,231 shares; 2025Q2: not reported; 2025Q3: 22,300 shares; 2025Q4: 21,685 shares; 2026Q1: 21,570 shares; 2026Q2: 22,134 shares 22,134 $3.37M 0.31% +564 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: 46,683 shares; 2024Q4: 71,685 shares; 2025Q1: 68,519 shares; 2025Q2: not reported; 2025Q3: 12,891 shares; 2025Q4: 13,585 shares; 2026Q1: 13,685 shares; 2026Q2: 19,024 shares 19,024 $3.35M 0.31% +5,339 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,846 shares; 2024Q4: 1,883 shares; 2025Q1: 1,883 shares; 2025Q2: not reported; 2025Q3: 1,859 shares; 2025Q4: 1,869 shares; 2026Q1: 1,883 shares; 2026Q2: 1,882 shares 1,882 $3.19M 0.3% -1 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: 4,490 shares; 2024Q4: 9,998 shares; 2025Q1: 9,669 shares; 2025Q2: not reported; 2025Q3: 9,644 shares; 2025Q4: 10,691 shares; 2026Q1: 9,784 shares; 2026Q2: 9,884 shares 9,884 $3M 0.28% +100 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,703 shares; 2024Q4: 4,938 shares; 2025Q1: 5,220 shares; 2025Q2: not reported; 2025Q3: 3,437 shares; 2025Q4: 3,968 shares; 2026Q1: 3,888 shares; 2026Q2: 3,980 shares 3,980 $2.88M 0.27% +92 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: 21,194 shares; 2024Q4: 21,494 shares; 2025Q1: 11,894 shares; 2025Q2: not reported; 2025Q3: 13,333 shares; 2025Q4: 7,788 shares; 2026Q1: 7,786 shares; 2026Q2: 7,453 shares 7,453 $2.75M 0.26% -333 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: 8,795 shares; 2025Q1: 9,721 shares; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 5,986 shares; 2026Q1: 5,916 shares; 2026Q2: 6,257 shares 6,257 $2.71M 0.25% +341 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,504 shares; 2024Q4: 28,509 shares; 2025Q1: 28,513 shares; 2025Q2: not reported; 2025Q3: 28,522 shares; 2025Q4: 28,528 shares; 2026Q1: 31,241 shares; 2026Q2: 31,246 shares 31,246 $2.6M 0.24% +5 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: 7,681 shares; 2024Q4: 6,393 shares; 2025Q1: 5,350 shares; 2025Q2: not reported; 2025Q3: 1,796 shares; 2025Q4: 2,168 shares; 2026Q1: 1,774 shares; 2026Q2: 2,152 shares 2,152 $2.58M 0.24% +378 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: 53,153 shares; 2024Q4: 57,424 shares; 2025Q1: 59,478 shares; 2025Q2: not reported; 2025Q3: 34,208 shares; 2025Q4: 35,345 shares; 2026Q1: 34,730 shares; 2026Q2: 45,115 shares 45,115 $2.57M 0.24% +10,385 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,136 shares; 2024Q4: 17,414 shares; 2025Q1: 17,734 shares; 2025Q2: not reported; 2025Q3: 17,673 shares; 2025Q4: 17,980 shares; 2026Q1: 18,077 shares; 2026Q2: 17,263 shares 17,263 $2.45M 0.23% -814 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: 12,324 shares; 2024Q4: 12,379 shares; 2025Q1: 11,393 shares; 2025Q2: not reported; 2025Q3: 3,472 shares; 2025Q4: 3,855 shares; 2026Q1: 3,607 shares; 2026Q2: 6,845 shares 6,845 $2.41M 0.23% +3,238 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: 2,087 shares; 2024Q4: 2,087 shares; 2025Q1: 2,496 shares; 2025Q2: not reported; 2025Q3: 6,413 shares; 2025Q4: 6,874 shares; 2026Q1: 7,979 shares; 2026Q2: 10,599 shares 10,599 $2.31M 0.22% +2,620 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: 10,269 shares; 2024Q4: 9,960 shares; 2025Q1: 9,996 shares; 2025Q2: not reported; 2025Q3: 8,908 shares; 2025Q4: 9,131 shares; 2026Q1: 9,108 shares; 2026Q2: 9,377 shares 9,377 $2.31M 0.22% +269 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: 500 shares; 2024Q4: 645 shares; 2025Q1: 678 shares; 2025Q2: not reported; 2025Q3: 474 shares; 2025Q4: 722 shares; 2026Q1: 707 shares; 2026Q2: 1,126 shares 1,126 $2.24M 0.21% +419 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,433 shares; 2024Q4: 9,433 shares; 2025Q1: 9,433 shares; 2025Q2: not reported; 2025Q3: 6,503 shares; 2025Q4: 6,503 shares; 2026Q1: 6,503 shares; 2026Q2: 6,503 shares 6,503 $2.24M 0.21% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,561 shares 23,561 $2.23M 0.21% new 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: 15,552 shares; 2024Q4: 15,552 shares; 2025Q1: 15,552 shares; 2025Q2: not reported; 2025Q3: 15,552 shares; 2025Q4: 15,552 shares; 2026Q1: 15,552 shares; 2026Q2: 15,552 shares 15,552 $2.14M 0.2% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,746 shares; 2024Q4: 41,150 shares; 2025Q1: 42,011 shares; 2025Q2: not reported; 2025Q3: 38,274 shares; 2025Q4: 36,782 shares; 2026Q1: 31,652 shares; 2026Q2: 28,754 shares 28,754 $2.14M 0.2% -2,898 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: 7,831 shares; 2024Q4: 10,686 shares; 2025Q1: 10,419 shares; 2025Q2: not reported; 2025Q3: 7,138 shares; 2025Q4: 7,570 shares; 2026Q1: 7,066 shares; 2026Q2: 7,067 shares 7,067 $2.12M 0.2% +1 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: 12,457 shares; 2024Q4: 14,004 shares; 2025Q1: 13,137 shares; 2025Q2: not reported; 2025Q3: 4,991 shares; 2025Q4: 5,933 shares; 2026Q1: 5,331 shares; 2026Q2: 6,090 shares 6,090 $2.09M 0.2% +759 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: 3,895 shares; 2024Q4: 3,896 shares; 2025Q1: 4,029 shares; 2025Q2: not reported; 2025Q3: 2,149 shares; 2025Q4: 2,226 shares; 2026Q1: 2,136 shares; 2026Q2: 2,180 shares 2,180 $2.04M 0.19% +44 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: 5,026 shares; 2024Q4: 5,146 shares; 2025Q1: 5,324 shares; 2025Q2: not reported; 2025Q3: 3,720 shares; 2025Q4: 4,387 shares; 2026Q1: 4,391 shares; 2026Q2: 6,024 shares 6,024 $2.04M 0.19% +1,633 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: 9,579 shares; 2024Q4: 9,762 shares; 2025Q1: 10,295 shares; 2025Q2: not reported; 2025Q3: 9,731 shares; 2025Q4: 11,566 shares; 2026Q1: 8,803 shares; 2026Q2: 12,841 shares 12,841 $2.04M 0.19% +4,038 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: 31,012 shares; 2024Q4: 30,558 shares; 2025Q1: 22,728 shares; 2025Q2: not reported; 2025Q3: 10,469 shares; 2025Q4: 11,423 shares; 2026Q1: 11,397 shares; 2026Q2: 15,046 shares 15,046 $2.04M 0.19% +3,649 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,524 shares; 2024Q4: 6,872 shares; 2025Q1: 8,050 shares; 2025Q2: not reported; 2025Q3: 2,108 shares; 2025Q4: 2,808 shares; 2026Q1: 2,841 shares; 2026Q2: 3,472 shares 3,472 $2.02M 0.19% +631 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,538 shares; 2024Q4: 73,704 shares; 2025Q1: 70,512 shares; 2025Q2: not reported; 2025Q3: 101,747 shares; 2025Q4: 108,912 shares; 2026Q1: 101,747 shares; 2026Q2: 101,747 shares 101,747 $1.95M 0.18% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,196 shares; 2024Q4: 36,196 shares; 2025Q1: 31,196 shares; 2025Q2: not reported; 2025Q3: 51,600 shares; 2025Q4: 51,630 shares; 2026Q1: 51,615 shares; 2026Q2: 51,582 shares 51,582 $1.79M 0.17% -33 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,867 shares; 2024Q4: 10,867 shares; 2025Q1: 10,867 shares; 2025Q2: not reported; 2025Q3: 10,867 shares; 2025Q4: 10,867 shares; 2026Q1: 10,867 shares; 2026Q2: 10,867 shares 10,867 $1.79M 0.17% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,056 shares; 2024Q4: 33,042 shares; 2025Q1: 32,756 shares; 2025Q2: not reported; 2025Q3: 15,851 shares; 2025Q4: 12,433 shares; 2026Q1: 11,873 shares; 2026Q2: 18,477 shares 18,477 $1.78M 0.17% +6,604 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: 4,168 shares; 2024Q4: 4,168 shares; 2025Q1: 5,168 shares; 2025Q2: not reported; 2025Q3: 7,964 shares; 2025Q4: 7,257 shares; 2026Q1: 7,257 shares; 2026Q2: 7,257 shares 7,257 $1.76M 0.16% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,670 shares; 2024Q4: 32,565 shares; 2025Q1: 40,313 shares; 2025Q2: not reported; 2025Q3: 18,066 shares; 2025Q4: 19,528 shares; 2026Q1: 18,718 shares; 2026Q2: 18,704 shares 18,704 $1.7M 0.16% -14 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,512 shares; 2024Q4: 4,468 shares; 2025Q1: 5,372 shares; 2025Q2: not reported; 2025Q3: 4,800 shares; 2025Q4: 4,813 shares; 2026Q1: 4,719 shares; 2026Q2: 5,682 shares 5,682 $1.69M 0.16% +963 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: 20,369 shares; 2024Q4: 20,369 shares; 2025Q1: 19,994 shares; 2025Q2: not reported; 2025Q3: 19,994 shares; 2025Q4: 20,736 shares; 2026Q1: 21,044 shares; 2026Q2: 21,044 shares 21,044 $1.62M 0.15% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,919 shares; 2024Q4: 2,957 shares; 2025Q1: 4,401 shares; 2025Q2: not reported; 2025Q3: 15,155 shares; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares; 2026Q2: 15,549 shares 15,549 $1.62M 0.15% +49 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,251 shares; 2024Q4: 4,295 shares; 2025Q1: 4,355 shares; 2025Q2: not reported; 2025Q3: 4,057 shares; 2025Q4: 4,171 shares; 2026Q1: 4,150 shares; 2026Q2: 4,116 shares 4,116 $1.6M 0.15% -34 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: 9,427 shares; 2024Q4: 8,416 shares; 2025Q1: 8,843 shares; 2025Q2: not reported; 2025Q3: 4,248 shares; 2025Q4: 4,458 shares; 2026Q1: 4,395 shares; 2026Q2: 4,387 shares 4,387 $1.59M 0.15% -8 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,399 shares; 2024Q4: 5,399 shares; 2025Q1: 5,480 shares; 2025Q2: not reported; 2025Q3: 4,850 shares; 2025Q4: 4,906 shares; 2026Q1: 4,894 shares; 2026Q2: 4,984 shares 4,984 $1.57M 0.15% +90 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,972 shares 3,972 $1.57M 0.15% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,494 shares; 2024Q4: 2,188 shares; 2025Q1: 2,177 shares; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 1,133 shares; 2026Q1: 1,124 shares; 2026Q2: 1,135 shares 1,135 $1.54M 0.14% +11 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: 1,414 shares; 2024Q4: 1,506 shares; 2025Q1: 1,931 shares; 2025Q2: not reported; 2025Q3: 838 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares; 2026Q2: 1,271 shares 1,271 $1.49M 0.14% +15 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: 4,053 shares; 2024Q4: 23,246 shares; 2025Q1: 20,566 shares; 2025Q2: not reported; 2025Q3: 4,407 shares; 2025Q4: 22,225 shares; 2026Q1: 21,431 shares; 2026Q2: 19,581 shares 19,581 $1.49M 0.14% -1,850 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,519 shares; 2024Q4: 20,132 shares; 2025Q1: 18,464 shares; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 8,091 shares; 2026Q1: 8,084 shares; 2026Q2: 11,408 shares 11,408 $1.48M 0.14% +3,324 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: 6,482 shares; 2024Q4: 6,482 shares; 2025Q1: 6,482 shares; 2025Q2: not reported; 2025Q3: 6,482 shares; 2025Q4: 6,482 shares; 2026Q1: 6,482 shares; 2026Q2: 6,482 shares 6,482 $1.47M 0.14% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 215 shares; 2025Q2: not reported; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 212 shares; 2026Q2: 212 shares 212 $1.44M 0.13% 0 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: 5,993 shares; 2024Q4: 6,640 shares; 2025Q1: 11,334 shares; 2025Q2: not reported; 2025Q3: 2,493 shares; 2025Q4: 3,150 shares; 2026Q1: 3,625 shares; 2026Q2: 3,862 shares 3,862 $1.44M 0.13% +237 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 4,721 shares; 2025Q1: 5,147 shares; 2025Q2: not reported; 2025Q3: 3,543 shares; 2025Q4: 3,464 shares; 2026Q1: 3,381 shares; 2026Q2: 6,498 shares 6,498 $1.41M 0.13% +3,117 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: 10,248 shares; 2024Q4: 10,792 shares; 2025Q1: 10,494 shares; 2025Q2: not reported; 2025Q3: 2,511 shares; 2025Q4: 2,954 shares; 2026Q1: 2,698 shares; 2026Q2: 2,654 shares 2,654 $1.36M 0.13% -44 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,922 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,747 shares; 2026Q1: 27,718 shares; 2026Q2: 26,741 shares 26,741 $1.35M 0.13% -977 Timeline SPHQ 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: not reported; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $1.35M 0.13% 0 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: 3,115 shares; 2024Q4: 3,115 shares; 2025Q1: 3,426 shares; 2025Q2: not reported; 2025Q3: 953 shares; 2025Q4: 976 shares; 2026Q1: 983 shares; 2026Q2: 1,263 shares 1,263 $1.35M 0.13% +280 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,375 shares; 2025Q4: 11,177 shares; 2026Q1: 11,067 shares; 2026Q2: 11,067 shares 11,067 $1.34M 0.13% 0 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: 4,354 shares; 2024Q4: 4,846 shares; 2025Q1: 4,223 shares; 2025Q2: not reported; 2025Q3: 3,061 shares; 2025Q4: 3,238 shares; 2026Q1: 3,237 shares; 2026Q2: 3,374 shares 3,374 $1.34M 0.13% +137 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,152 shares; 2024Q4: 13,603 shares; 2025Q1: 13,603 shares; 2025Q2: not reported; 2025Q3: 10,796 shares; 2025Q4: 10,189 shares; 2026Q1: 16,441 shares; 2026Q2: 17,944 shares 17,944 $1.32M 0.12% +1,503 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: 11,052 shares; 2024Q4: 11,885 shares; 2025Q1: 12,123 shares; 2025Q2: not reported; 2025Q3: 7,075 shares; 2025Q4: 8,521 shares; 2026Q1: 7,848 shares; 2026Q2: 8,946 shares 8,946 $1.31M 0.12% +1,098 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: 10,192 shares; 2025Q1: 12,692 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,368 shares 9,368 $1.31M 0.12% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,809 shares; 2024Q4: 11,013 shares; 2025Q1: 11,446 shares; 2025Q2: not reported; 2025Q3: 8,207 shares; 2025Q4: 8,450 shares; 2026Q1: 8,446 shares; 2026Q2: 9,045 shares 9,045 $1.29M 0.12% +599 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: 19,498 shares; 2024Q4: 21,981 shares; 2025Q1: 26,607 shares; 2025Q2: not reported; 2025Q3: 6,170 shares; 2025Q4: 7,708 shares; 2026Q1: 7,162 shares; 2026Q2: 7,779 shares 7,779 $1.29M 0.12% +617 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: 32,155 shares; 2024Q4: 35,924 shares; 2025Q1: 34,672 shares; 2025Q2: not reported; 2025Q3: 34,132 shares; 2025Q4: 33,101 shares; 2026Q1: 33,864 shares; 2026Q2: 52,302 shares 52,302 $1.28M 0.12% +18,438 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: 1,528 shares; 2024Q4: 1,530 shares; 2025Q1: 1,530 shares; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 1,357 shares; 2026Q1: 1,358 shares; 2026Q2: 10,729 shares 10,729 $1.28M 0.12% +9,371 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,456 shares; 2024Q4: 14,718 shares; 2025Q1: 14,859 shares; 2025Q2: not reported; 2025Q3: 7,893 shares; 2025Q4: 7,931 shares; 2026Q1: 8,041 shares; 2026Q2: 8,003 shares 8,003 $1.27M 0.12% -38 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,282 shares; 2024Q4: 28,982 shares; 2025Q1: 28,982 shares; 2025Q2: not reported; 2025Q3: 28,968 shares; 2025Q4: 26,968 shares; 2026Q1: 26,351 shares; 2026Q2: 24,472 shares 24,472 $1.25M 0.12% -1,879 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,597 shares; 2024Q4: 2,598 shares; 2025Q1: 2,610 shares; 2025Q2: not reported; 2025Q3: 2,594 shares; 2025Q4: 2,622 shares; 2026Q1: 2,633 shares; 2026Q2: 2,672 shares 2,672 $1.23M 0.11% +39 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,668 shares; 2024Q4: 51,668 shares; 2025Q1: 51,668 shares; 2025Q2: not reported; 2025Q3: 51,668 shares; 2025Q4: 51,689 shares; 2026Q1: 51,689 shares; 2026Q2: 51,689 shares 51,689 $1.22M 0.11% 0 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: 3,445 shares; 2024Q4: 3,670 shares; 2025Q1: 3,360 shares; 2025Q2: not reported; 2025Q3: 1,309 shares; 2025Q4: 15,501 shares; 2026Q1: 15,360 shares; 2026Q2: 17,103 shares 17,103 $1.22M 0.11% +1,743 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 11,903 shares; 2025Q2: not reported; 2025Q3: 11,903 shares; 2025Q4: 11,903 shares; 2026Q1: 11,888 shares; 2026Q2: 11,903 shares 11,903 $1.21M 0.11% +15 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 23,300 shares 23,300 $1.21M 0.11% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,151 shares; 2026Q1: 34,105 shares; 2026Q2: 34,105 shares 34,105 $1.14M 0.11% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 53,508 shares; 2025Q2: not reported; 2025Q3: 53,508 shares; 2025Q4: 53,508 shares; 2026Q1: 53,508 shares; 2026Q2: 53,492 shares 53,492 $1.13M 0.11% -16 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,037 shares; 2024Q4: 10,983 shares; 2025Q1: 11,185 shares; 2025Q2: not reported; 2025Q3: 10,696 shares; 2025Q4: 11,043 shares; 2026Q1: 11,039 shares; 2026Q2: 11,488 shares 11,488 $1.1M 0.1% +449 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: 12,890 shares; 2024Q4: 15,949 shares; 2025Q1: 18,150 shares; 2025Q2: not reported; 2025Q3: 4,872 shares; 2025Q4: 7,491 shares; 2026Q1: 7,250 shares; 2026Q2: 9,386 shares 9,386 $1.1M 0.1% +2,136 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: 25,538 shares; 2024Q4: 26,646 shares; 2025Q1: 23,648 shares; 2025Q2: not reported; 2025Q3: 4,563 shares; 2025Q4: 5,079 shares; 2026Q1: 5,509 shares; 2026Q2: 5,975 shares 5,975 $1.08M 0.1% +466 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,533 shares; 2025Q4: 20,295 shares; 2026Q1: 21,280 shares; 2026Q2: 21,280 shares 21,280 $1.08M 0.1% 0 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: 15,065 shares; 2024Q4: 15,552 shares; 2025Q1: 13,098 shares; 2025Q2: not reported; 2025Q3: 1,164 shares; 2025Q4: 1,609 shares; 2026Q1: 1,526 shares; 2026Q2: 3,578 shares 3,578 $1.07M 0.1% +2,052 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: 25,040 shares; 2024Q4: 22,699 shares; 2025Q1: 24,043 shares; 2025Q2: not reported; 2025Q3: 5,497 shares; 2025Q4: 7,195 shares; 2026Q1: 6,853 shares; 2026Q2: 7,131 shares 7,131 $1.05M 0.1% +278 Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,263 shares; 2024Q4: 4,263 shares; 2025Q1: 4,263 shares; 2025Q2: not reported; 2025Q3: 4,263 shares; 2025Q4: 4,263 shares; 2026Q1: 4,260 shares; 2026Q2: 4,263 shares 4,263 $1.03M 0.1% +3 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,303 shares 12,303 $1.02M 0.09% new 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: 17,884 shares; 2024Q4: 17,884 shares; 2025Q1: 17,884 shares; 2025Q2: not reported; 2025Q3: 17,873 shares; 2025Q4: 17,873 shares; 2026Q1: 17,873 shares; 2026Q2: 17,873 shares 17,873 $1.01M 0.09% 0 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,419 shares; 2024Q4: 22,331 shares; 2025Q1: 21,622 shares; 2025Q2: not reported; 2025Q3: 22,762 shares; 2025Q4: 22,902 shares; 2026Q1: 23,137 shares; 2026Q2: 24,086 shares 24,086 $991K 0.09% +949 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,095 shares; 2025Q1: 1,098 shares; 2025Q2: not reported; 2025Q3: 876 shares; 2025Q4: 909 shares; 2026Q1: 923 shares; 2026Q2: 948 shares 948 $988K 0.09% +25 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,551 shares; 2024Q4: 26,068 shares; 2025Q1: 20,035 shares; 2025Q2: not reported; 2025Q3: 4,786 shares; 2025Q4: 7,871 shares; 2026Q1: 7,998 shares; 2026Q2: 8,646 shares 8,646 $979K 0.09% +648 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: 56,554 shares; 2024Q4: 59,960 shares; 2025Q1: 64,203 shares; 2025Q2: not reported; 2025Q3: 26,773 shares; 2025Q4: 24,451 shares; 2026Q1: 26,878 shares; 2026Q2: 40,590 shares 40,590 $977K 0.09% +13,712 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,860 shares; 2024Q4: 2,361 shares; 2025Q1: 2,361 shares; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,520 shares; 2026Q1: 4,108 shares; 2026Q2: 4,109 shares 4,109 $972K 0.09% +1 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,403 shares; 2024Q4: 10,381 shares; 2025Q1: 10,476 shares; 2025Q2: not reported; 2025Q3: 9,439 shares; 2025Q4: 9,551 shares; 2026Q1: 9,753 shares; 2026Q2: 9,617 shares 9,617 $933K 0.09% -136 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 450 shares; 2024Q4: 450 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares; 2026Q2: 448 shares 448 $929K 0.09% -2 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: 3,653 shares; 2024Q4: 3,745 shares; 2025Q1: 3,877 shares; 2025Q2: not reported; 2025Q3: 254 shares; 2025Q4: 291 shares; 2026Q1: 262 shares; 2026Q2: 3,070 shares 3,070 $926K 0.09% +2,808 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,698 shares; 2024Q4: 13,651 shares; 2025Q1: 14,350 shares; 2025Q2: not reported; 2025Q3: 8,072 shares; 2025Q4: 8,633 shares; 2026Q1: 8,294 shares; 2026Q2: 9,030 shares 9,030 $923K 0.09% +736 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 77,091 shares; 2025Q4: 77,279 shares; 2026Q1: 77,365 shares; 2026Q2: 77,489 shares 77,489 $862K 0.08% +124 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: 1,655 shares; 2024Q4: 3,660 shares; 2025Q1: 4,041 shares; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 2,220 shares; 2026Q1: 2,035 shares; 2026Q2: 2,456 shares 2,456 $837K 0.08% +421 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: 2,014 shares; 2024Q4: 2,383 shares; 2025Q1: 2,495 shares; 2025Q2: not reported; 2025Q3: 1,189 shares; 2025Q4: 1,360 shares; 2026Q1: 1,223 shares; 2026Q2: 1,317 shares 1,317 $836K 0.08% +94 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: 11,587 shares; 2024Q4: 11,110 shares; 2025Q1: 10,481 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,314 shares; 2026Q2: 3,698 shares 3,698 $834K 0.08% +2,384 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: 2,666 shares; 2024Q4: 2,662 shares; 2025Q1: 2,639 shares; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,662 shares; 2026Q1: 2,664 shares; 2026Q2: 3,187 shares 3,187 $830K 0.08% +523 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,210 shares; 2026Q2: 10,648 shares 10,648 $830K 0.08% +1,438 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: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: 1,832 shares; 2025Q4: 2,743 shares; 2026Q1: 3,703 shares; 2026Q2: 3,803 shares 3,803 $809K 0.08% +100 Timeline USEP 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: 29,841 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,935 shares; 2026Q1: 24,215 shares; 2026Q2: 18,817 shares 18,817 $778K 0.07% -5,398 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: 2,997 shares; 2024Q4: 3,157 shares; 2025Q1: 3,213 shares; 2025Q2: not reported; 2025Q3: 1,521 shares; 2025Q4: 8,000 shares; 2026Q1: 7,414 shares; 2026Q2: 7,787 shares 7,787 $773K 0.07% +373 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,655 shares; 2024Q4: 7,704 shares; 2025Q1: 8,780 shares; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,858 shares; 2026Q1: 3,112 shares; 2026Q2: 3,976 shares 3,976 $754K 0.07% +864 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,597 shares; 2025Q4: 2,685 shares; 2026Q1: 3,101 shares; 2026Q2: 3,422 shares 3,422 $751K 0.07% +321 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,847 shares; 2024Q4: 1,968 shares; 2025Q1: 1,915 shares; 2025Q2: not reported; 2025Q3: 1,468 shares; 2025Q4: 1,533 shares; 2026Q1: 1,518 shares; 2026Q2: 1,621 shares 1,621 $723K 0.07% +103 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: 8,318 shares; 2024Q4: 9,668 shares; 2025Q1: 9,785 shares; 2025Q2: not reported; 2025Q3: 7,460 shares; 2025Q4: 7,833 shares; 2026Q1: 7,787 shares; 2026Q2: 7,973 shares 7,973 $721K 0.07% +186 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,633 shares; 2025Q1: 1,599 shares; 2025Q2: not reported; 2025Q3: 1,525 shares; 2025Q4: 1,543 shares; 2026Q1: 1,542 shares; 2026Q2: 1,581 shares 1,581 $713K 0.07% +39 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: 13,987 shares; 2024Q4: 13,889 shares; 2025Q1: 14,637 shares; 2025Q2: not reported; 2025Q3: 5,360 shares; 2025Q4: 6,144 shares; 2026Q1: 5,800 shares; 2026Q2: 8,623 shares 8,623 $713K 0.07% +2,823 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,035 shares; 2025Q2: not reported; 2025Q3: 20,323 shares; 2025Q4: 19,989 shares; 2026Q1: 17,126 shares; 2026Q2: 14,299 shares 14,299 $712K 0.07% -2,827 Timeline STBA S & T BANCORP INC More: the full row for S & T BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,502 shares; 2024Q4: 14,502 shares; 2025Q1: 14,502 shares; 2025Q2: not reported; 2025Q3: 14,502 shares; 2025Q4: 14,502 shares; 2026Q1: 14,502 shares; 2026Q2: 14,502 shares 14,502 $712K 0.07% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,781 shares; 2024Q4: 34,553 shares; 2025Q1: 45,913 shares; 2025Q2: not reported; 2025Q3: 6,529 shares; 2025Q4: 10,284 shares; 2026Q1: 11,068 shares; 2026Q2: 16,701 shares 16,701 $707K 0.07% +5,633 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 368 shares; 2024Q4: 368 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: 368 shares; 2025Q4: 369 shares; 2026Q1: 363 shares; 2026Q2: 362 shares 362 $707K 0.07% -1 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: 4,587 shares; 2024Q4: 4,629 shares; 2025Q1: 5,339 shares; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 2,055 shares; 2026Q1: 2,113 shares; 2026Q2: 2,534 shares 2,534 $699K 0.07% +421 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,996 shares; 2024Q4: 9,996 shares; 2025Q1: 9,996 shares; 2025Q2: not reported; 2025Q3: 9,996 shares; 2025Q4: 9,996 shares; 2026Q1: 9,996 shares; 2026Q2: 9,996 shares 9,996 $695K 0.06% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,991 shares; 2024Q4: 4,007 shares; 2025Q1: 3,909 shares; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,544 shares; 2026Q1: 1,494 shares; 2026Q2: 2,354 shares 2,354 $690K 0.06% +860 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,741 shares; 2024Q4: 13,672 shares; 2025Q1: 13,708 shares; 2025Q2: not reported; 2025Q3: 13,289 shares; 2025Q4: 13,354 shares; 2026Q1: 13,354 shares; 2026Q2: 13,354 shares 13,354 $689K 0.06% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 5,065 shares; 2025Q1: 6,499 shares; 2025Q2: not reported; 2025Q3: 1,556 shares; 2025Q4: 1,913 shares; 2026Q1: 1,699 shares; 2026Q2: 1,830 shares 1,830 $687K 0.06% +131 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: 1,182 shares; 2024Q4: 1,213 shares; 2025Q1: 1,413 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,008 shares 2,008 $686K 0.06% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,622 shares; 2024Q4: 6,131 shares; 2025Q1: 7,098 shares; 2025Q2: not reported; 2025Q3: 3,111 shares; 2025Q4: 4,226 shares; 2026Q1: 4,566 shares; 2026Q2: 4,507 shares 4,507 $683K 0.06% -59 Timeline TDVG 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,433 shares 13,433 $659K 0.06% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,540 shares; 2024Q4: 25,880 shares; 2025Q1: 26,318 shares; 2025Q2: not reported; 2025Q3: 23,472 shares; 2025Q4: 23,482 shares; 2026Q1: 26,307 shares; 2026Q2: 23,481 shares 23,481 $653K 0.06% -2,826 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 3,434 shares; 2025Q1: 3,398 shares; 2025Q2: not reported; 2025Q3: 3,305 shares; 2025Q4: 3,345 shares; 2026Q1: 3,250 shares; 2026Q2: 3,063 shares 3,063 $651K 0.06% -187 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,095 shares; 2026Q2: 6,810 shares 6,810 $650K 0.06% -285 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: 10,377 shares; 2024Q4: 10,702 shares; 2025Q1: 10,768 shares; 2025Q2: not reported; 2025Q3: 6,214 shares; 2025Q4: 6,481 shares; 2026Q1: 5,982 shares; 2026Q2: 5,474 shares 5,474 $644K 0.06% -508 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: not reported; 2024Q4: not reported; 2025Q1: 5,423 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,415 shares; 2026Q1: 6,312 shares; 2026Q2: 8,990 shares 8,990 $641K 0.06% +2,678 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: 27,751 shares; 2024Q4: 32,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,649 shares; 2026Q1: 4,649 shares; 2026Q2: 6,590 shares 6,590 $636K 0.06% +1,941 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: 3,041 shares; 2024Q4: 3,013 shares; 2025Q1: 3,438 shares; 2025Q2: not reported; 2025Q3: 1,776 shares; 2025Q4: 2,057 shares; 2026Q1: 2,018 shares; 2026Q2: 2,302 shares 2,302 $626K 0.06% +284 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: 5,739 shares; 2024Q4: 6,518 shares; 2025Q1: 7,113 shares; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,746 shares; 2026Q1: 2,655 shares; 2026Q2: 2,903 shares 2,903 $607K 0.06% +248 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 933 shares; 2025Q1: 1,470 shares; 2025Q2: not reported; 2025Q3: 713 shares; 2025Q4: 783 shares; 2026Q1: 612 shares; 2026Q2: 776 shares 776 $592K 0.06% +164 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,363 shares; 2025Q4: 2,949 shares; 2026Q1: 2,654 shares; 2026Q2: 2,654 shares 2,654 $587K 0.05% 0 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: 4,008 shares; 2024Q4: 4,308 shares; 2025Q1: 4,308 shares; 2025Q2: not reported; 2025Q3: 4,008 shares; 2025Q4: 4,408 shares; 2026Q1: 4,008 shares; 2026Q2: 4,008 shares 4,008 $587K 0.05% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,593 shares; 2024Q4: 8,509 shares; 2025Q1: 8,697 shares; 2025Q2: not reported; 2025Q3: 6,131 shares; 2025Q4: 6,505 shares; 2026Q1: 6,497 shares; 2026Q2: 6,908 shares 6,908 $585K 0.05% +411 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: 11,782 shares; 2024Q4: 11,801 shares; 2025Q1: 11,286 shares; 2025Q2: not reported; 2025Q3: 4,962 shares; 2025Q4: 5,236 shares; 2026Q1: 5,343 shares; 2026Q2: 5,385 shares 5,385 $579K 0.05% +42 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,244 shares; 2024Q4: 30,425 shares; 2025Q1: 30,987 shares; 2025Q2: not reported; 2025Q3: 31,800 shares; 2025Q4: 32,262 shares; 2026Q1: 32,236 shares; 2026Q2: 32,236 shares 32,236 $577K 0.05% 0 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: 12,465 shares; 2024Q4: 12,431 shares; 2025Q1: 11,397 shares; 2025Q2: not reported; 2025Q3: 992 shares; 2025Q4: 1,298 shares; 2026Q1: 1,087 shares; 2026Q2: 1,384 shares 1,384 $575K 0.05% +297 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,689 shares; 2025Q1: 2,065 shares; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 475 shares; 2026Q1: 479 shares; 2026Q2: 558 shares 558 $565K 0.05% +79 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,171 shares; 2024Q4: 8,171 shares; 2025Q1: 8,171 shares; 2025Q2: not reported; 2025Q3: 9,475 shares; 2025Q4: 9,475 shares; 2026Q1: 9,475 shares; 2026Q2: 9,475 shares 9,475 $546K 0.05% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares; 2026Q2: 3,300 shares 3,300 $540K 0.05% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,667 shares; 2026Q1: 2,667 shares; 2026Q2: 2,667 shares 2,667 $534K 0.05% 0 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: 4,022 shares; 2024Q4: 5,713 shares; 2025Q1: 7,995 shares; 2025Q2: not reported; 2025Q3: 2,567 shares; 2025Q4: 2,787 shares; 2026Q1: 1,640 shares; 2026Q2: 1,896 shares 1,896 $533K 0.05% +256 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,905 shares; 2024Q4: 5,905 shares; 2025Q1: 4,775 shares; 2025Q2: not reported; 2025Q3: 9,275 shares; 2025Q4: 9,275 shares; 2026Q1: 9,275 shares; 2026Q2: 9,275 shares 9,275 $522K 0.05% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,593 shares; 2025Q1: 1,669 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 985 shares; 2026Q2: 2,101 shares 2,101 $508K 0.05% +1,116 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & 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: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares; 2026Q2: 50,000 shares 50,000 $507K 0.05% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,677 shares; 2024Q4: 5,677 shares; 2025Q1: 5,677 shares; 2025Q2: not reported; 2025Q3: 5,677 shares; 2025Q4: 5,677 shares; 2026Q1: 5,677 shares; 2026Q2: 5,677 shares 5,677 $503K 0.05% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,218 shares 2,218 $497K 0.05% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,042 shares; 2024Q4: 11,211 shares; 2025Q1: 11,580 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,576 shares 1,576 $496K 0.05% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,600 shares 3,600 $491K 0.05% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,218 shares 2,218 $490K 0.05% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,911 shares 1,911 $488K 0.05% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,265 shares; 2024Q4: 2,397 shares; 2025Q1: 2,280 shares; 2025Q2: not reported; 2025Q3: 2,500 shares; 2025Q4: 2,652 shares; 2026Q1: 2,611 shares; 2026Q2: 2,955 shares 2,955 $483K 0.05% +344 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: 2,684 shares; 2024Q4: 2,376 shares; 2025Q1: 2,530 shares; 2025Q2: not reported; 2025Q3: 1,406 shares; 2025Q4: 1,556 shares; 2026Q1: 1,559 shares; 2026Q2: 1,132 shares 1,132 $482K 0.05% -427 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,986 shares; 2024Q4: 4,979 shares; 2025Q1: 4,413 shares; 2025Q2: not reported; 2025Q3: 2,230 shares; 2025Q4: 2,390 shares; 2026Q1: 1,871 shares; 2026Q2: 2,516 shares 2,516 $479K 0.04% +645 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: 11,512 shares; 2024Q4: 13,936 shares; 2025Q1: 21,534 shares; 2025Q2: not reported; 2025Q3: 7,027 shares; 2025Q4: 7,283 shares; 2026Q1: 7,329 shares; 2026Q2: 8,051 shares 8,051 $464K 0.04% +722 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: 10,060 shares; 2024Q4: 13,513 shares; 2025Q1: 13,631 shares; 2025Q2: not reported; 2025Q3: 4,926 shares; 2025Q4: 5,695 shares; 2026Q1: 5,868 shares; 2026Q2: 5,980 shares 5,980 $461K 0.04% +112 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,438 shares; 2024Q4: 10,438 shares; 2025Q1: 10,438 shares; 2025Q2: not reported; 2025Q3: 10,438 shares; 2025Q4: 10,438 shares; 2026Q1: 10,438 shares; 2026Q2: 10,438 shares 10,438 $456K 0.04% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,652 shares 9,652 $453K 0.04% new 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: 5,381 shares; 2024Q4: 5,103 shares; 2025Q1: 5,951 shares; 2025Q2: not reported; 2025Q3: 1,487 shares; 2025Q4: 2,143 shares; 2026Q1: 2,059 shares; 2026Q2: 2,444 shares 2,444 $452K 0.04% +385 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,627 shares 2,627 $449K 0.04% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,524 shares; 2026Q1: 2,507 shares; 2026Q2: 2,837 shares 2,837 $445K 0.04% +330 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: 2,237 shares; 2024Q4: 2,395 shares; 2025Q1: 2,469 shares; 2025Q2: not reported; 2025Q3: 1,397 shares; 2025Q4: 1,251 shares; 2026Q1: 1,651 shares; 2026Q2: 1,844 shares 1,844 $438K 0.04% +193 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: 43,025 shares; 2024Q4: 26,906 shares; 2025Q1: 37,611 shares; 2025Q2: not reported; 2025Q3: 5,156 shares; 2025Q4: 3,686 shares; 2026Q1: 3,535 shares; 2026Q2: 5,260 shares 5,260 $430K 0.04% +1,725 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,138 shares; 2026Q1: 5,138 shares; 2026Q2: 5,182 shares 5,182 $427K 0.04% +44 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,765 shares; 2024Q4: 5,903 shares; 2025Q1: 6,019 shares; 2025Q2: not reported; 2025Q3: 4,737 shares; 2025Q4: 4,947 shares; 2026Q1: 5,063 shares; 2026Q2: 5,178 shares 5,178 $420K 0.04% +115 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 937 shares; 2024Q4: 1,831 shares; 2025Q1: 3,857 shares; 2025Q2: not reported; 2025Q3: 3,007 shares; 2025Q4: 3,185 shares; 2026Q1: 3,120 shares; 2026Q2: 2,770 shares 2,770 $419K 0.04% -350 Timeline OKLO OKLO INC More: the full row for OKLO 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: 8,003 shares; 2025Q4: 8,003 shares; 2026Q1: 7,970 shares; 2026Q2: 7,889 shares 7,889 $413K 0.04% -81 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364 shares; 2024Q4: 369 shares; 2025Q1: 377 shares; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 301 shares; 2026Q1: 302 shares; 2026Q2: 345 shares 345 $412K 0.04% +43 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,225 shares; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares; 2026Q2: 6,225 shares 6,225 $411K 0.04% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,414 shares; 2024Q4: 1,569 shares; 2025Q1: 2,188 shares; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 761 shares; 2026Q1: 788 shares; 2026Q2: 779 shares 779 $404K 0.04% -9 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,328 shares; 2024Q4: 19,592 shares; 2025Q1: 19,162 shares; 2025Q2: not reported; 2025Q3: 9,285 shares; 2025Q4: 8,869 shares; 2026Q1: 7,283 shares; 2026Q2: 8,649 shares 8,649 $395K 0.04% +1,366 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,138 shares; 2024Q4: 2,148 shares; 2025Q1: 2,156 shares; 2025Q2: not reported; 2025Q3: 2,172 shares; 2025Q4: 2,183 shares; 2026Q1: 2,189 shares; 2026Q2: 2,195 shares 2,195 $394K 0.04% +6 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,949 shares; 2025Q4: 8,984 shares; 2026Q1: 9,255 shares; 2026Q2: 9,161 shares 9,161 $390K 0.04% -94 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,700 shares; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares; 2026Q2: 2,700 shares 2,700 $390K 0.04% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,135 shares; 2025Q4: 13,175 shares; 2026Q1: 13,213 shares; 2026Q2: 13,248 shares 13,248 $390K 0.04% +35 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 422 shares; 2024Q4: 430 shares; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 3,969 shares; 2025Q4: 4,331 shares; 2026Q1: 4,315 shares; 2026Q2: 4,225 shares 4,225 $389K 0.04% -90 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: 4,659 shares; 2024Q4: 5,880 shares; 2025Q1: 6,106 shares; 2025Q2: not reported; 2025Q3: 2,753 shares; 2025Q4: 3,221 shares; 2026Q1: 2,643 shares; 2026Q2: 2,456 shares 2,456 $386K 0.04% -187 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,100 shares; 2025Q1: 1,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 466 shares; 2026Q1: 452 shares; 2026Q2: 538 shares 538 $384K 0.04% +86 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,333 shares; 2024Q4: 2,356 shares; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares; 2026Q2: 2,200 shares 2,200 $382K 0.04% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE 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: 19,967 shares 19,967 $379K 0.04% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,793 shares 2,793 $371K 0.03% new Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,279 shares; 2024Q4: 10,170 shares; 2025Q1: 11,078 shares; 2025Q2: not reported; 2025Q3: 7,806 shares; 2025Q4: 7,761 shares; 2026Q1: 7,835 shares; 2026Q2: 8,004 shares 8,004 $367K 0.03% +169 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: 2,942 shares; 2024Q4: 2,830 shares; 2025Q1: 3,002 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 702 shares; 2026Q1: 635 shares; 2026Q2: 710 shares 710 $356K 0.03% +75 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,607 shares; 2024Q4: 2,466 shares; 2025Q1: 2,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,030 shares 3,030 $355K 0.03% new 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: 5,595 shares; 2025Q1: 7,781 shares; 2025Q2: not reported; 2025Q3: 1,238 shares; 2025Q4: 2,252 shares; 2026Q1: 2,184 shares; 2026Q2: 3,011 shares 3,011 $351K 0.03% +827 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,433 shares; 2024Q4: 28,171 shares; 2025Q1: 28,826 shares; 2025Q2: not reported; 2025Q3: 3,851 shares; 2025Q4: 2,975 shares; 2026Q1: 3,253 shares; 2026Q2: 2,105 shares 2,105 $351K 0.03% -1,148 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,381 shares 2,381 $349K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,722 shares 3,722 $347K 0.03% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 673 shares; 2026Q2: 668 shares 668 $338K 0.03% -5 Timeline VLUE 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: 1,623 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,680 shares 1,680 $336K 0.03% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,955 shares 2,955 $328K 0.03% new 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: 6,920 shares; 2024Q4: 6,484 shares; 2025Q1: 7,608 shares; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 4,225 shares; 2026Q1: not reported; 2026Q2: 3,140 shares 3,140 $325K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,522 shares; 2024Q4: 11,879 shares; 2025Q1: 12,154 shares; 2025Q2: not reported; 2025Q3: 1,841 shares; 2025Q4: 2,142 shares; 2026Q1: 1,876 shares; 2026Q2: 1,451 shares 1,451 $323K 0.03% -425 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,069 shares; 2024Q4: 1,182 shares; 2025Q1: 1,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 747 shares; 2026Q2: 872 shares 872 $323K 0.03% +125 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 500 shares 500 $312K 0.03% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,960 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares 1,960 $308K 0.03% 0 Timeline RELY REMITLY GLOBAL INC More: the full row for REMITLY GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,713 shares 13,713 $307K 0.03% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,845 shares; 2024Q4: 5,099 shares; 2025Q1: 5,110 shares; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 791 shares; 2026Q1: 583 shares; 2026Q2: 678 shares 678 $307K 0.03% +95 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,008 shares 1,008 $305K 0.03% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,687 shares; 2024Q4: 18,687 shares; 2025Q1: 18,677 shares; 2025Q2: not reported; 2025Q3: 18,064 shares; 2025Q4: 18,064 shares; 2026Q1: 18,799 shares; 2026Q2: 18,193 shares 18,193 $303K 0.03% -606 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,831 shares; 2024Q4: 9,485 shares; 2025Q1: 10,070 shares; 2025Q2: not reported; 2025Q3: 8,141 shares; 2025Q4: 8,825 shares; 2026Q1: 8,261 shares; 2026Q2: 8,227 shares 8,227 $301K 0.03% -34 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,843 shares; 2026Q2: 4,843 shares 4,843 $301K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 701 shares; 2025Q1: 701 shares; 2025Q2: not reported; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 704 shares; 2026Q2: 704 shares 704 $300K 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,085 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares; 2026Q2: 1,235 shares 1,235 $300K 0.03% 0 Timeline PHR PHREESIA INC More: the full row for PHREESIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,010 shares; 2024Q4: 29,010 shares; 2025Q1: 29,010 shares; 2025Q2: not reported; 2025Q3: 29,010 shares; 2025Q4: 29,010 shares; 2026Q1: 29,205 shares; 2026Q2: 29,162 shares 29,162 $300K 0.03% -43 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: not reported; 2026Q2: 1,555 shares 1,555 $297K 0.03% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,127 shares; 2025Q1: 1,234 shares; 2025Q2: not reported; 2025Q3: 1,118 shares; 2025Q4: 1,537 shares; 2026Q1: 1,530 shares; 2026Q2: 1,740 shares 1,740 $293K 0.03% +210 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: 3,963 shares; 2024Q4: 9,419 shares; 2025Q1: 9,865 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,087 shares 2,087 $292K 0.03% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,951 shares; 2024Q4: 6,153 shares; 2025Q1: 3,914 shares; 2025Q2: not reported; 2025Q3: 2,543 shares; 2025Q4: 2,422 shares; 2026Q1: 2,832 shares; 2026Q2: 3,172 shares 3,172 $291K 0.03% +340 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: 718 shares; 2024Q4: 1,053 shares; 2025Q1: 1,169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 820 shares 820 $290K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,336 shares; 2024Q4: 2,282 shares; 2025Q1: 2,503 shares; 2025Q2: not reported; 2025Q3: 843 shares; 2025Q4: 1,178 shares; 2026Q1: 1,570 shares; 2026Q2: 1,730 shares 1,730 $290K 0.03% +160 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: 2,168 shares; 2024Q4: 1,676 shares; 2025Q1: 1,915 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,893 shares; 2026Q2: 2,950 shares 2,950 $290K 0.03% +57 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,278 shares; 2024Q4: not reported; 2025Q1: 2,116 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,106 shares; 2026Q2: 1,133 shares 1,133 $290K 0.03% +27 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 667 shares; 2025Q1: 738 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 233 shares; 2026Q2: 293 shares 293 $287K 0.03% +60 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 727 shares; 2024Q4: 927 shares; 2025Q1: 1,027 shares; 2025Q2: not reported; 2025Q3: 727 shares; 2025Q4: 857 shares; 2026Q1: 727 shares; 2026Q2: 727 shares 727 $286K 0.03% 0 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: 31,306 shares; 2024Q4: 29,227 shares; 2025Q1: 28,175 shares; 2025Q2: not reported; 2025Q3: 9,174 shares; 2025Q4: 5,763 shares; 2026Q1: 5,656 shares; 2026Q2: 4,740 shares 4,740 $286K 0.03% -916 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,340 shares; 2026Q1: not reported; 2026Q2: 1,521 shares 1,521 $286K 0.03% new Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,424 shares; 2024Q4: 13,284 shares; 2025Q1: 21,819 shares; 2025Q2: not reported; 2025Q3: 8,432 shares; 2025Q4: not reported; 2026Q1: 10,515 shares; 2026Q2: 17,445 shares 17,445 $285K 0.03% +6,930 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares; 2026Q1: 4,250 shares; 2026Q2: 4,250 shares 4,250 $285K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,117 shares; 2024Q4: 8,883 shares; 2025Q1: 4,240 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 2,470 shares; 2026Q2: 2,967 shares 2,967 $284K 0.03% +497 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,141 shares; 2025Q4: 2,327 shares; 2026Q1: 2,160 shares; 2026Q2: 949 shares 949 $284K 0.03% -1,211 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,439 shares 4,439 $283K 0.03% new Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,005 shares; 2025Q4: 5,935 shares; 2026Q1: 5,479 shares; 2026Q2: 5,367 shares 5,367 $279K 0.03% -112 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,708 shares 1,708 $279K 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,878 shares; 2024Q4: 1,731 shares; 2025Q1: 2,053 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,250 shares 1,250 $278K 0.03% new 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: 70,513 shares; 2024Q4: 86,355 shares; 2025Q1: 88,303 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,035 shares; 2026Q1: 10,056 shares; 2026Q2: 13,439 shares 13,439 $278K 0.03% +3,383 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,592 shares; 2025Q1: 3,439 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,089 shares; 2026Q1: 1,026 shares; 2026Q2: 1,035 shares 1,035 $278K 0.03% +9 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,311 shares; 2026Q1: not reported; 2026Q2: 2,517 shares 2,517 $277K 0.03% new 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: 1,680 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: not reported; 2025Q3: 1,680 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,680 shares 1,680 $277K 0.03% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,429 shares; 2024Q4: 4,373 shares; 2025Q1: 16,037 shares; 2025Q2: not reported; 2025Q3: 2,766 shares; 2025Q4: 3,200 shares; 2026Q1: 3,183 shares; 2026Q2: 3,700 shares 3,700 $276K 0.03% +517 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,735 shares; 2024Q4: 6,758 shares; 2025Q1: 6,818 shares; 2025Q2: not reported; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 4,172 shares; 2026Q2: 3,921 shares 3,921 $275K 0.03% -251 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,625 shares; 2024Q4: 2,623 shares; 2025Q1: 2,642 shares; 2025Q2: not reported; 2025Q3: 2,600 shares; 2025Q4: 2,601 shares; 2026Q1: 2,544 shares; 2026Q2: 1,946 shares 1,946 $275K 0.03% -598 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,630 shares; 2026Q1: not reported; 2026Q2: 2,836 shares 2,836 $273K 0.03% new Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,003 shares; 2025Q4: 5,091 shares; 2026Q1: 5,318 shares; 2026Q2: 5,566 shares 5,566 $272K 0.03% +248 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,400 shares 35,400 $272K 0.03% new Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: not reported; 2025Q3: 2,005 shares; 2025Q4: 2,038 shares; 2026Q1: 2,064 shares; 2026Q2: 2,064 shares 2,064 $272K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,675 shares; 2024Q4: 10,606 shares; 2025Q1: 27,721 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,508 shares; 2026Q1: 3,155 shares; 2026Q2: 3,720 shares 3,720 $272K 0.03% +565 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,613 shares 13,613 $266K 0.02% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $262K 0.02% new Timeline BKU BANKUNITED INC More: the full row for BANKUNITED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,400 shares 5,400 $262K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,116 shares; 2026Q1: 3,116 shares; 2026Q2: 3,116 shares 3,116 $261K 0.02% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX 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: 1,039 shares; 2026Q2: 1,330 shares 1,330 $259K 0.02% +291 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,527 shares; 2026Q2: 1,611 shares 1,611 $256K 0.02% +84 Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,210 shares; 2025Q4: 5,155 shares; 2026Q1: 5,170 shares; 2026Q2: 5,246 shares 5,246 $255K 0.02% +76 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,434 shares; 2025Q1: 4,486 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,879 shares 5,879 $254K 0.02% new 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: 790 shares; 2024Q4: 889 shares; 2025Q1: 951 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 508 shares 508 $252K 0.02% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 1,924 shares; 2025Q2: not reported; 2025Q3: 1,924 shares; 2025Q4: 1,924 shares; 2026Q1: 1,599 shares; 2026Q2: 1,599 shares 1,599 $250K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,570 shares 2,570 $249K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 651 shares; 2025Q1: 684 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 195 shares; 2026Q1: not reported; 2026Q2: 257 shares 257 $247K 0.02% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,554 shares; 2024Q4: 10,665 shares; 2025Q1: 12,475 shares; 2025Q2: not reported; 2025Q3: 8,403 shares; 2025Q4: 8,660 shares; 2026Q1: 8,820 shares; 2026Q2: 5,001 shares 5,001 $245K 0.02% -3,819 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: 1,283 shares 1,283 $243K 0.02% new Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,351 shares; 2024Q4: 6,351 shares; 2025Q1: 5,716 shares; 2025Q2: not reported; 2025Q3: 4,915 shares; 2025Q4: 4,915 shares; 2026Q1: 4,915 shares; 2026Q2: 4,915 shares 4,915 $241K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,123 shares; 2024Q4: 7,122 shares; 2025Q1: 11,384 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,756 shares 1,756 $240K 0.02% new Timeline WSE WISE GROUP PLC More: the full row for WISE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 20,133 shares 20,133 $240K 0.02% new 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: 4,041 shares; 2024Q4: 4,116 shares; 2025Q1: 4,173 shares; 2025Q2: not reported; 2025Q3: 3,345 shares; 2025Q4: 2,724 shares; 2026Q1: 2,342 shares; 2026Q2: 2,146 shares 2,146 $238K 0.02% -196 Timeline BOX BOX INC More: the full row for BOX 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: 8,978 shares 8,978 $238K 0.02% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,675 shares 2,675 $238K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,812 shares; 2024Q4: 1,955 shares; 2025Q1: 2,004 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,156 shares 1,156 $237K 0.02% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 371 shares 371 $237K 0.02% new 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: 1,038 shares; 2025Q1: 921 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 753 shares 753 $237K 0.02% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,854 shares; 2024Q4: 11,102 shares; 2025Q1: 9,356 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,295 shares; 2026Q1: 1,285 shares; 2026Q2: 1,318 shares 1,318 $237K 0.02% +33 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,239 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,151 shares; 2026Q2: 17,012 shares 17,012 $236K 0.02% -139 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,283 shares 5,283 $235K 0.02% new Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,043 shares 11,043 $232K 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 704 shares; 2025Q4: 464 shares; 2026Q1: not reported; 2026Q2: 2,784 shares 2,784 $230K 0.02% new 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: 4,216 shares; 2024Q4: 7,557 shares; 2025Q1: 8,674 shares; 2025Q2: not reported; 2025Q3: 978 shares; 2025Q4: 1,115 shares; 2026Q1: 1,116 shares; 2026Q2: 1,039 shares 1,039 $229K 0.02% -77 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 30,000 shares 30,000 $226K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,173 shares; 2025Q1: 1,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,343 shares; 2026Q1: not reported; 2026Q2: 1,124 shares 1,124 $226K 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: 3,539 shares; 2024Q4: not reported; 2025Q1: 3,526 shares; 2025Q2: not reported; 2025Q3: 3,614 shares; 2025Q4: 3,610 shares; 2026Q1: 3,829 shares; 2026Q2: 4,039 shares 4,039 $223K 0.02% +210 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 2,802 shares; 2025Q1: 2,644 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 363 shares; 2026Q1: 386 shares; 2026Q2: 395 shares 395 $221K 0.02% +9 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: 7,121 shares; 2024Q4: 2,212 shares; 2025Q1: 8,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,792 shares; 2026Q1: not reported; 2026Q2: 1,747 shares 1,747 $221K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,817 shares; 2024Q4: 1,945 shares; 2025Q1: 2,023 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,345 shares 1,345 $219K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,128 shares; 2025Q1: 1,609 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 753 shares 753 $219K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 412 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332 shares; 2026Q2: 323 shares 323 $215K 0.02% -9 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,368 shares; 2024Q4: 1,652 shares; 2025Q1: 1,770 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,688 shares 1,688 $208K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 600 shares 600 $206K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 2,381 shares; 2025Q1: 2,304 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,884 shares 1,884 $203K 0.02% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,039 shares 2,039 $203K 0.02% new 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: 917 shares; 2024Q4: 870 shares; 2025Q1: 974 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 398 shares 398 $203K 0.02% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,533 shares; 2025Q4: 1,776 shares; 2026Q1: 1,754 shares; 2026Q2: 1,768 shares 1,768 $202K 0.02% +14 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $202K 0.02% new 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: 26,853 shares; 2024Q4: 26,853 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,613 shares; 2026Q1: not reported; 2026Q2: 2,430 shares 2,430 $201K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 555 shares 555 $200K 0.02% new Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,004 shares 11,004 $199K 0.02% new Timeline ASC ARDMORE SHIPPING CORP More: the full row for ARDMORE SHIPPING 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: 11,500 shares 11,500 $161K 0.02% new Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,000 shares; 2025Q4: not reported; 2026Q1: 12,274 shares; 2026Q2: 26,835 shares 26,835 $154K 0.01% +14,561 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 11,962 shares; 2026Q2: 17,000 shares 17,000 $149K 0.01% +5,038 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,019 shares 12,019 $144K 0.01% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,140 shares; 2025Q2: not reported; 2025Q3: 13,140 shares; 2025Q4: 13,140 shares; 2026Q1: 13,099 shares; 2026Q2: 13,099 shares 13,099 $131K 0.01% 0 Timeline CION CION INVT CORP More: the full row for CION INVT 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: 17,000 shares; 2026Q2: 17,000 shares 17,000 $106K 0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,667 shares 10,667 $100K 0.01% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 12,874 shares 12,874 $75.1K 0.01% new Timeline PPSI PIONEER PWR SOLUTIONS INC More: the full row for PIONEER PWR SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,025 shares; 2025Q2: not reported; 2025Q3: 16,025 shares; 2025Q4: 16,025 shares; 2026Q1: 16,025 shares; 2026Q2: 16,025 shares 16,025 $63.1K 0.01% 0 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,670 shares; 2024Q4: 10,670 shares; 2025Q1: 10,670 shares; 2025Q2: not reported; 2025Q3: 10,670 shares; 2025Q4: 10,670 shares; 2026Q1: 10,733 shares; 2026Q2: 10,733 shares 10,733 $62.3K 0.01% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,066 shares; 2026Q1: 14,109 shares; 2026Q2: 27,417 shares 27,417 $61.7K 0.01% +13,308 Timeline SANG SANGOMA TECHNOLOGIES CORP More: the full row for SANGOMA TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $38.1K <0.01% 0 Timeline GETY GETTY IMAGES HOLDINGS INC More: the full row for GETTY IMAGES 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: 32,556 shares 32,556 $28K <0.01% new Timeline NPWR NET POWER INC More: the full row for NET POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,393 shares; 2025Q2: not reported; 2025Q3: 16,393 shares; 2025Q4: 16,393 shares; 2026Q1: 16,393 shares; 2026Q2: 16,413 shares 16,413 $27.4K <0.01% +20 Timeline GRML GREENLAND MINES LTD More: the full row for GREENLAND MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 104,595 shares 104,595 $27.2K <0.01% new Timeline SEED ORIGIN AGRITECH LIMITED More: the full row for ORIGIN AGRITECH LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,542 shares; 2024Q4: 41,542 shares; 2025Q1: 41,542 shares; 2025Q2: not reported; 2025Q3: 41,542 shares; 2025Q4: 20,771 shares; 2026Q1: 20,771 shares; 2026Q2: 20,771 shares 20,771 $22K <0.01% 0 Timeline