WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 494,698 shares; 2024Q4: 510,079 shares; 2025Q1: 515,890 shares; 2025Q2: 526,414 shares; 2025Q3: 529,223 shares; 2025Q4: 522,881 shares; 2026Q1: 491,110 shares; 2026Q2: 537,285 shares 537,285 $60.9M 11.67% +46,175 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,654 shares; 2024Q4: 119,333 shares; 2025Q1: 119,333 shares; 2025Q2: 119,333 shares; 2025Q3: 119,383 shares; 2025Q4: 119,383 shares; 2026Q1: 106,094 shares; 2026Q2: 117,156 shares 117,156 $33.9M 6.5% +11,062 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: 3,394 shares; 2024Q4: 1,504 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,370 shares; 2026Q2: 100,839 shares 100,839 $16.4M 3.15% -7,531 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 242,768 shares; 2024Q4: 192,074 shares; 2025Q1: 167,108 shares; 2025Q2: 158,580 shares; 2025Q3: 156,653 shares; 2025Q4: 150,627 shares; 2026Q1: 162,100 shares; 2026Q2: 161,249 shares 161,249 $12.5M 2.39% -851 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: 4,870 shares; 2024Q4: 3,169 shares; 2025Q1: 2,699 shares; 2025Q2: 32,469 shares; 2025Q3: 28,875 shares; 2025Q4: 24,579 shares; 2026Q1: 26,011 shares; 2026Q2: 23,711 shares 23,711 $9.97M 1.91% -2,300 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,415 shares; 2024Q4: 93,525 shares; 2025Q1: 80,370 shares; 2025Q2: 75,944 shares; 2025Q3: 75,347 shares; 2025Q4: 72,517 shares; 2026Q1: 78,707 shares; 2026Q2: 79,115 shares 79,115 $9.35M 1.79% +408 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 123,036 shares; 2025Q3: 151,428 shares; 2025Q4: 140,953 shares; 2026Q1: 147,530 shares; 2026Q2: 150,577 shares 150,577 $9.03M 1.73% +3,047 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: 14,636 shares; 2024Q4: 13,931 shares; 2025Q1: 14,989 shares; 2025Q2: 14,015 shares; 2025Q3: 13,163 shares; 2025Q4: 12,259 shares; 2026Q1: 12,106 shares; 2026Q2: 11,979 shares 11,979 $8.97M 1.72% -127 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: 132,110 shares; 2024Q4: 59,798 shares; 2025Q1: 42,046 shares; 2025Q2: 40,387 shares; 2025Q3: 38,149 shares; 2025Q4: 37,903 shares; 2026Q1: 39,489 shares; 2026Q2: 41,381 shares 41,381 $8.28M 1.59% +1,892 Timeline PKW 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: 100,315 shares; 2024Q4: 80,538 shares; 2025Q1: 69,638 shares; 2025Q2: 65,461 shares; 2025Q3: 64,552 shares; 2025Q4: 58,755 shares; 2026Q1: 58,758 shares; 2026Q2: 58,527 shares 58,527 $7.48M 1.43% -231 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: 26,346 shares; 2024Q4: 23,856 shares; 2025Q1: 24,485 shares; 2025Q2: 25,204 shares; 2025Q3: 24,210 shares; 2025Q4: 24,491 shares; 2026Q1: 25,143 shares; 2026Q2: 25,540 shares 25,540 $7.39M 1.42% +397 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: 15,069 shares; 2024Q4: 14,611 shares; 2025Q1: 13,485 shares; 2025Q2: 12,886 shares; 2025Q3: 11,950 shares; 2025Q4: 11,493 shares; 2026Q1: 11,151 shares; 2026Q2: 10,497 shares 10,497 $7.21M 1.38% -654 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,190 shares; 2025Q3: 71,934 shares; 2025Q4: 76,078 shares; 2026Q1: not reported; 2026Q2: 125,918 shares 125,918 $6.68M 1.28% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 191,952 shares; 2024Q4: 146,930 shares; 2025Q1: 125,862 shares; 2025Q2: 123,141 shares; 2025Q3: 120,037 shares; 2025Q4: 110,793 shares; 2026Q1: 115,300 shares; 2026Q2: 118,084 shares 118,084 $6.67M 1.28% +2,784 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: 11,799 shares; 2024Q4: not reported; 2025Q1: 13,497 shares; 2025Q2: 11,199 shares; 2025Q3: 16,684 shares; 2025Q4: 6,921 shares; 2026Q1: 49,296 shares; 2026Q2: 44,441 shares 44,441 $6.21M 1.19% -4,855 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 864,403 shares; 2024Q4: 226,025 shares; 2025Q1: 683,271 shares; 2025Q2: 582,356 shares; 2025Q3: 382,356 shares; 2025Q4: 378,581 shares; 2026Q1: 303,581 shares; 2026Q2: 303,904 shares 303,904 $5.68M 1.09% +323 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,031 shares; 2024Q4: 60,281 shares; 2025Q1: 60,434 shares; 2025Q2: 59,316 shares; 2025Q3: 53,105 shares; 2025Q4: 53,116 shares; 2026Q1: 40,083 shares; 2026Q2: 40,266 shares 40,266 $5.22M 1% +183 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: 155,129 shares; 2024Q4: 78,678 shares; 2025Q1: 75,690 shares; 2025Q2: 63,014 shares; 2025Q3: 61,969 shares; 2025Q4: 65,862 shares; 2026Q1: 73,593 shares; 2026Q2: 18,748 shares 18,748 $4.99M 0.96% -54,845 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: 8,304 shares; 2024Q4: 8,697 shares; 2025Q1: 8,832 shares; 2025Q2: 8,971 shares; 2025Q3: 10,120 shares; 2025Q4: 10,377 shares; 2026Q1: 11,304 shares; 2026Q2: 13,640 shares 13,640 $4.87M 0.93% +2,336 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: 119,909 shares; 2024Q4: 61,633 shares; 2025Q1: 69,626 shares; 2025Q2: 69,981 shares; 2025Q3: 73,404 shares; 2025Q4: 83,344 shares; 2026Q1: 83,854 shares; 2026Q2: 92,617 shares 92,617 $4.68M 0.9% +8,763 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 264,939 shares; 2024Q4: 197,365 shares; 2025Q1: 171,579 shares; 2025Q2: 165,480 shares; 2025Q3: 164,757 shares; 2025Q4: 154,010 shares; 2026Q1: 159,621 shares; 2026Q2: 162,062 shares 162,062 $4.57M 0.88% +2,441 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: 8,655 shares; 2024Q4: 9,009 shares; 2025Q1: 9,016 shares; 2025Q2: 9,019 shares; 2025Q3: 9,554 shares; 2025Q4: 9,544 shares; 2026Q1: 9,954 shares; 2026Q2: 10,696 shares 10,696 $3.99M 0.77% +742 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: 18,201 shares; 2024Q4: 17,892 shares; 2025Q1: 17,986 shares; 2025Q2: 18,836 shares; 2025Q3: 17,900 shares; 2025Q4: 17,553 shares; 2026Q1: 17,977 shares; 2026Q2: 16,629 shares 16,629 $3.96M 0.76% -1,348 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: 6,410 shares; 2024Q4: 3,832 shares; 2025Q1: 3,802 shares; 2025Q2: 3,887 shares; 2025Q3: 4,011 shares; 2025Q4: 4,193 shares; 2026Q1: 6,213 shares; 2026Q2: 6,187 shares 6,187 $3.49M 0.67% -26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,408 shares; 2025Q3: 86,899 shares; 2025Q4: 86,010 shares; 2026Q1: 74,638 shares; 2026Q2: 74,692 shares 74,692 $3.31M 0.64% +54 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,836 shares; 2024Q4: 61,793 shares; 2025Q1: 61,727 shares; 2025Q2: 61,775 shares; 2025Q3: 61,838 shares; 2025Q4: 61,794 shares; 2026Q1: 61,746 shares; 2026Q2: 61,874 shares 61,874 $3.22M 0.62% +128 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: 6,167 shares; 2025Q1: 6,513 shares; 2025Q2: 6,644 shares; 2025Q3: 7,033 shares; 2025Q4: 7,723 shares; 2026Q1: 8,439 shares; 2026Q2: 7,300 shares 7,300 $3.16M 0.61% -1,139 Timeline GMOV 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: 20,066 shares; 2025Q1: 75,616 shares; 2025Q2: 85,715 shares; 2025Q3: 90,348 shares; 2025Q4: 96,504 shares; 2026Q1: 102,653 shares; 2026Q2: 105,231 shares 105,231 $3.13M 0.6% +2,578 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,827 shares; 2025Q3: 73,233 shares; 2025Q4: 69,992 shares; 2026Q1: 65,957 shares; 2026Q2: 60,003 shares 60,003 $3.1M 0.59% -5,954 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,766 shares; 2024Q4: 32,568 shares; 2025Q1: 32,769 shares; 2025Q2: 32,922 shares; 2025Q3: 36,425 shares; 2025Q4: 38,950 shares; 2026Q1: 38,898 shares; 2026Q2: 39,047 shares 39,047 $3.1M 0.59% +149 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,114 shares; 2024Q4: 49,114 shares; 2025Q1: 49,114 shares; 2025Q2: 53,174 shares; 2025Q3: 53,174 shares; 2025Q4: 53,174 shares; 2026Q1: 52,505 shares; 2026Q2: 63,513 shares 63,513 $2.85M 0.55% +11,008 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,771 shares; 2024Q4: 26,804 shares; 2025Q1: 26,834 shares; 2025Q2: 26,865 shares; 2025Q3: 26,897 shares; 2025Q4: 26,931 shares; 2026Q1: 26,959 shares; 2026Q2: 26,988 shares 26,988 $2.72M 0.52% +29 Timeline TCAF 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: 49,660 shares; 2025Q2: 48,587 shares; 2025Q3: 50,569 shares; 2025Q4: 49,261 shares; 2026Q1: 60,010 shares; 2026Q2: 66,255 shares 66,255 $2.72M 0.52% +6,245 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: 331 shares; 2024Q4: 511 shares; 2025Q1: 528 shares; 2025Q2: 559 shares; 2025Q3: 621 shares; 2025Q4: 718 shares; 2026Q1: 830 shares; 2026Q2: 8,900 shares 8,900 $2.69M 0.52% +8,070 Timeline DFAX 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: 64,083 shares; 2025Q3: 78,963 shares; 2025Q4: 78,481 shares; 2026Q1: 71,973 shares; 2026Q2: 72,231 shares 72,231 $2.66M 0.51% +258 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,350 shares; 2024Q4: 65,898 shares; 2025Q1: 61,218 shares; 2025Q2: 63,474 shares; 2025Q3: 66,063 shares; 2025Q4: 71,190 shares; 2026Q1: 80,928 shares; 2026Q2: 85,513 shares 85,513 $2.61M 0.5% +4,585 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,115 shares; 2024Q4: 46,714 shares; 2025Q1: 45,743 shares; 2025Q2: 41,439 shares; 2025Q3: 40,963 shares; 2025Q4: 20,652 shares; 2026Q1: 19,725 shares; 2026Q2: 25,523 shares 25,523 $2.57M 0.49% +5,798 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,715 shares; 2025Q3: 35,275 shares; 2025Q4: 44,456 shares; 2026Q1: 60,945 shares; 2026Q2: 59,197 shares 59,197 $2.44M 0.47% -1,748 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,334 shares; 2025Q1: 17,031 shares; 2025Q2: 18,154 shares; 2025Q3: 18,445 shares; 2025Q4: 19,618 shares; 2026Q1: 18,677 shares; 2026Q2: 19,118 shares 19,118 $2.39M 0.46% +441 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: 11,023 shares; 2024Q4: 5,497 shares; 2025Q1: 5,461 shares; 2025Q2: 5,884 shares; 2025Q3: 6,013 shares; 2025Q4: 5,715 shares; 2026Q1: 6,121 shares; 2026Q2: 6,267 shares 6,267 $2.37M 0.45% +146 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,067 shares; 2024Q4: 54,067 shares; 2025Q1: 58,079 shares; 2025Q2: 55,324 shares; 2025Q3: 55,324 shares; 2025Q4: 54,879 shares; 2026Q1: 54,879 shares; 2026Q2: 54,879 shares 54,879 $2.28M 0.44% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,361 shares; 2025Q2: 1,864 shares; 2025Q3: 1,866 shares; 2025Q4: 1,867 shares; 2026Q1: 1,934 shares; 2026Q2: 1,962 shares 1,962 $2.26M 0.43% +28 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: 11,870 shares; 2024Q4: 6,487 shares; 2025Q1: 6,309 shares; 2025Q2: 6,221 shares; 2025Q3: 6,253 shares; 2025Q4: 6,182 shares; 2026Q1: 6,299 shares; 2026Q2: 6,412 shares 6,412 $2.2M 0.42% +113 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,942 shares; 2024Q4: 11,608 shares; 2025Q1: 62,735 shares; 2025Q2: 53,243 shares; 2025Q3: 53,417 shares; 2025Q4: 53,688 shares; 2026Q1: 46,909 shares; 2026Q2: 47,172 shares 47,172 $2.18M 0.42% +263 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,501 shares; 2024Q4: 32,007 shares; 2025Q1: 29,460 shares; 2025Q2: 29,246 shares; 2025Q3: 29,929 shares; 2025Q4: 30,718 shares; 2026Q1: 29,030 shares; 2026Q2: 29,452 shares 29,452 $2.17M 0.42% +422 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: 4,953 shares; 2024Q4: 3,929 shares; 2025Q1: 4,058 shares; 2025Q2: 3,160 shares; 2025Q3: 3,420 shares; 2025Q4: 3,431 shares; 2026Q1: 3,823 shares; 2026Q2: 4,476 shares 4,476 $2.14M 0.41% +653 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 3,619 shares; 2025Q1: 4,030 shares; 2025Q2: 3,908 shares; 2025Q3: 4,466 shares; 2025Q4: 4,981 shares; 2026Q1: 5,674 shares; 2026Q2: 5,904 shares 5,904 $2.09M 0.4% +230 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: 16,197 shares; 2024Q4: 17,061 shares; 2025Q1: 23,151 shares; 2025Q2: 17,979 shares; 2025Q3: 18,051 shares; 2025Q4: 18,242 shares; 2026Q1: 17,476 shares; 2026Q2: 19,981 shares 19,981 $2.08M 0.4% +2,505 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,189 shares; 2024Q4: 2,507 shares; 2025Q1: 2,988 shares; 2025Q2: 2,527 shares; 2025Q3: 2,678 shares; 2025Q4: 3,086 shares; 2026Q1: 3,341 shares; 2026Q2: 2,828 shares 2,828 $2.04M 0.39% -513 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: 14,620 shares; 2024Q4: 7,365 shares; 2025Q1: 7,006 shares; 2025Q2: 6,260 shares; 2025Q3: 5,968 shares; 2025Q4: 5,825 shares; 2026Q1: 6,175 shares; 2026Q2: 6,160 shares 6,160 $2.02M 0.39% -15 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,970 shares; 2024Q4: 94,385 shares; 2025Q1: 92,094 shares; 2025Q2: 89,257 shares; 2025Q3: 87,998 shares; 2025Q4: 98,286 shares; 2026Q1: 105,499 shares; 2026Q2: 107,991 shares 107,991 $1.93M 0.37% +2,492 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: not reported; 2024Q4: 1,103 shares; 2025Q1: 906 shares; 2025Q2: 1,796 shares; 2025Q3: 1,778 shares; 2025Q4: 1,780 shares; 2026Q1: 2,697 shares; 2026Q2: 15,006 shares 15,006 $1.86M 0.36% +12,309 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,277 shares; 2024Q4: 14,213 shares; 2025Q1: 14,820 shares; 2025Q2: 14,105 shares; 2025Q3: 16,256 shares; 2025Q4: 25,120 shares; 2026Q1: 24,413 shares; 2026Q2: 24,816 shares 24,816 $1.83M 0.35% +403 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215,115 shares; 2024Q4: 204,959 shares; 2025Q1: 207,671 shares; 2025Q2: 14,259 shares; 2025Q3: 14,124 shares; 2025Q4: 14,162 shares; 2026Q1: 12,310 shares; 2026Q2: 13,134 shares 13,134 $1.8M 0.34% +824 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,164 shares; 2024Q4: 62,302 shares; 2025Q1: 60,238 shares; 2025Q2: 59,024 shares; 2025Q3: 58,639 shares; 2025Q4: 66,218 shares; 2026Q1: 71,174 shares; 2026Q2: 74,653 shares 74,653 $1.77M 0.34% +3,479 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,497 shares; 2026Q2: 90,588 shares 90,588 $1.77M 0.34% +11,091 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,589 shares; 2024Q4: 94,856 shares; 2025Q1: 106,088 shares; 2025Q2: 102,257 shares; 2025Q3: 101,206 shares; 2025Q4: 111,329 shares; 2026Q1: 119,068 shares; 2026Q2: 113,833 shares 113,833 $1.76M 0.34% -5,235 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,357 shares; 2025Q1: 6,809 shares; 2025Q2: 6,293 shares; 2025Q3: 5,838 shares; 2025Q4: 6,701 shares; 2026Q1: 8,656 shares; 2026Q2: 10,357 shares 10,357 $1.76M 0.34% +1,701 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: 9,166 shares; 2024Q4: 10,929 shares; 2025Q1: 10,126 shares; 2025Q2: 10,516 shares; 2025Q3: 10,804 shares; 2025Q4: 10,957 shares; 2026Q1: 10,306 shares; 2026Q2: 9,672 shares 9,672 $1.75M 0.34% -634 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,222 shares; 2025Q3: 16,598 shares; 2025Q4: 18,520 shares; 2026Q1: 25,341 shares; 2026Q2: 24,802 shares 24,802 $1.73M 0.33% -539 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,534 shares; 2024Q4: 66,565 shares; 2025Q1: 54,755 shares; 2025Q2: 52,709 shares; 2025Q3: 52,407 shares; 2025Q4: 60,644 shares; 2026Q1: 68,107 shares; 2026Q2: 89,112 shares 89,112 $1.73M 0.33% +21,005 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 209,617 shares; 2024Q4: 97,395 shares; 2025Q1: 93,508 shares; 2025Q2: 91,136 shares; 2025Q3: 90,388 shares; 2025Q4: 101,735 shares; 2026Q1: 113,334 shares; 2026Q2: 158,296 shares 158,296 $1.72M 0.33% +44,962 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,067 shares; 2024Q4: 32,018 shares; 2025Q1: 27,433 shares; 2025Q2: 26,250 shares; 2025Q3: 25,648 shares; 2025Q4: 27,586 shares; 2026Q1: 28,752 shares; 2026Q2: 33,016 shares 33,016 $1.71M 0.33% +4,264 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,211 shares; 2024Q4: 88,934 shares; 2025Q1: 84,602 shares; 2025Q2: 82,035 shares; 2025Q3: 81,662 shares; 2025Q4: 89,597 shares; 2026Q1: 98,333 shares; 2026Q2: 108,546 shares 108,546 $1.71M 0.33% +10,213 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 46,372 shares 46,372 $1.68M 0.32% new Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 74,826 shares; 2025Q2: 71,091 shares; 2025Q3: 70,827 shares; 2025Q4: 76,982 shares; 2026Q1: 86,033 shares; 2026Q2: 110,870 shares 110,870 $1.68M 0.32% +24,837 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,681 shares; 2024Q4: 70,034 shares; 2025Q1: 66,796 shares; 2025Q2: 64,767 shares; 2025Q3: 64,344 shares; 2025Q4: 72,298 shares; 2026Q1: 83,838 shares; 2026Q2: 89,789 shares 89,789 $1.66M 0.32% +5,951 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,719 shares; 2024Q4: 70,897 shares; 2025Q1: 67,859 shares; 2025Q2: 66,037 shares; 2025Q3: 65,449 shares; 2025Q4: 72,921 shares; 2026Q1: 79,654 shares; 2026Q2: 85,990 shares 85,990 $1.64M 0.31% +6,336 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,493 shares; 2026Q2: 55,544 shares 55,544 $1.63M 0.31% +2,051 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,942 shares; 2024Q4: 4,202 shares; 2025Q1: 3,826 shares; 2025Q2: 3,974 shares; 2025Q3: 4,411 shares; 2025Q4: 5,464 shares; 2026Q1: 6,139 shares; 2026Q2: 5,371 shares 5,371 $1.6M 0.31% -768 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,301 shares; 2026Q2: 28,356 shares 28,356 $1.58M 0.3% +1,055 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 144,698 shares; 2024Q4: 67,031 shares; 2025Q1: 63,971 shares; 2025Q2: 61,987 shares; 2025Q3: 61,259 shares; 2025Q4: 68,082 shares; 2026Q1: 74,798 shares; 2026Q2: 90,379 shares 90,379 $1.55M 0.3% +15,581 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,667 shares; 2025Q1: not reported; 2025Q2: 3,279 shares; 2025Q3: 5,532 shares; 2025Q4: 4,288 shares; 2026Q1: 3,759 shares; 2026Q2: 6,370 shares 6,370 $1.54M 0.3% +2,611 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 203,230 shares; 2024Q4: 119,800 shares; 2025Q1: 110,979 shares; 2025Q2: 107,781 shares; 2025Q3: 106,258 shares; 2025Q4: 117,221 shares; 2026Q1: 119,692 shares; 2026Q2: 118,331 shares 118,331 $1.52M 0.29% -1,361 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,273 shares; 2024Q4: 8,220 shares; 2025Q1: 7,249 shares; 2025Q2: 6,811 shares; 2025Q3: 7,981 shares; 2025Q4: 13,559 shares; 2026Q1: 13,800 shares; 2026Q2: 14,037 shares 14,037 $1.51M 0.29% +237 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,917 shares; 2024Q4: 2,001 shares; 2025Q1: 2,022 shares; 2025Q2: 2,121 shares; 2025Q3: 2,218 shares; 2025Q4: 2,684 shares; 2026Q1: 2,627 shares; 2026Q2: 3,015 shares 3,015 $1.51M 0.29% +388 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: 12,162 shares; 2024Q4: 11,882 shares; 2025Q1: 12,133 shares; 2025Q2: 10,213 shares; 2025Q3: 10,865 shares; 2025Q4: 10,652 shares; 2026Q1: 9,958 shares; 2026Q2: 9,054 shares 9,054 $1.5M 0.29% -904 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: 67,185 shares; 2024Q4: 29,330 shares; 2025Q1: 38,213 shares; 2025Q2: 34,404 shares; 2025Q3: 33,418 shares; 2025Q4: 33,174 shares; 2026Q1: 34,384 shares; 2026Q2: 34,442 shares 34,442 $1.46M 0.28% +58 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,242 shares; 2024Q4: 3,466 shares; 2025Q1: 3,427 shares; 2025Q2: 3,539 shares; 2025Q3: 3,761 shares; 2025Q4: 3,832 shares; 2026Q1: 3,889 shares; 2026Q2: 3,992 shares 3,992 $1.41M 0.27% +103 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,775 shares; 2024Q4: 46,184 shares; 2025Q1: 31,512 shares; 2025Q2: 30,019 shares; 2025Q3: 32,750 shares; 2025Q4: 33,268 shares; 2026Q1: 33,917 shares; 2026Q2: 34,598 shares 34,598 $1.41M 0.27% +681 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: 5,647 shares; 2024Q4: 5,588 shares; 2025Q1: 5,168 shares; 2025Q2: 5,177 shares; 2025Q3: 7,816 shares; 2025Q4: 8,379 shares; 2026Q1: 8,988 shares; 2026Q2: 9,175 shares 9,175 $1.39M 0.27% +187 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: 626 shares; 2024Q4: 655 shares; 2025Q1: 614 shares; 2025Q2: 581 shares; 2025Q3: 616 shares; 2025Q4: 656 shares; 2026Q1: 597 shares; 2026Q2: 696 shares 696 $1.39M 0.27% +99 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,870 shares; 2024Q4: 68,517 shares; 2025Q1: 51,038 shares; 2025Q2: 48,029 shares; 2025Q3: 50,229 shares; 2025Q4: 51,772 shares; 2026Q1: 52,744 shares; 2026Q2: 54,551 shares 54,551 $1.36M 0.26% +1,807 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,033 shares; 2025Q3: 23,879 shares; 2025Q4: 34,871 shares; 2026Q1: 46,806 shares; 2026Q2: 48,282 shares 48,282 $1.35M 0.26% +1,476 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,062 shares; 2025Q1: 14,894 shares; 2025Q2: 14,264 shares; 2025Q3: 15,089 shares; 2025Q4: 14,953 shares; 2026Q1: 14,309 shares; 2026Q2: 14,278 shares 14,278 $1.34M 0.26% -31 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,773 shares; 2026Q1: 31,120 shares; 2026Q2: 39,960 shares 39,960 $1.34M 0.26% +8,840 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: 1,160 shares; 2024Q4: 1,029 shares; 2025Q1: 972 shares; 2025Q2: 988 shares; 2025Q3: 1,039 shares; 2025Q4: 1,084 shares; 2026Q1: 1,050 shares; 2026Q2: 954 shares 954 $1.3M 0.25% -96 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: 100,841 shares; 2024Q4: 98,883 shares; 2025Q1: 12,763 shares; 2025Q2: 10,826 shares; 2025Q3: 12,162 shares; 2025Q4: 12,526 shares; 2026Q1: 20,434 shares; 2026Q2: 20,663 shares 20,663 $1.28M 0.25% +229 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,439 shares; 2024Q4: 2,211 shares; 2025Q1: 2,197 shares; 2025Q2: 2,156 shares; 2025Q3: 2,201 shares; 2025Q4: 2,338 shares; 2026Q1: 2,440 shares; 2026Q2: 2,485 shares 2,485 $1.28M 0.24% +45 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: 4,729 shares; 2024Q4: 5,166 shares; 2025Q1: 5,159 shares; 2025Q2: 4,755 shares; 2025Q3: 4,744 shares; 2025Q4: 4,624 shares; 2026Q1: 4,561 shares; 2026Q2: 4,577 shares 4,577 $1.24M 0.24% +16 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: 6,682 shares; 2024Q4: 3,374 shares; 2025Q1: 3,326 shares; 2025Q2: 3,308 shares; 2025Q3: 3,308 shares; 2025Q4: 3,313 shares; 2026Q1: 3,267 shares; 2026Q2: 3,342 shares 3,342 $1.23M 0.24% +75 Timeline TCHP 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: 12,064 shares; 2024Q4: 13,753 shares; 2025Q1: 23,414 shares; 2025Q2: 25,661 shares; 2025Q3: 24,985 shares; 2025Q4: 24,778 shares; 2026Q1: 24,205 shares; 2026Q2: 24,205 shares 24,205 $1.21M 0.23% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,845 shares; 2024Q4: 34,720 shares; 2025Q1: 24,975 shares; 2025Q2: 22,922 shares; 2025Q3: 24,351 shares; 2025Q4: 25,462 shares; 2026Q1: 25,032 shares; 2026Q2: 26,140 shares 26,140 $1.17M 0.22% +1,108 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: 5,060 shares; 2024Q4: 5,706 shares; 2025Q1: 5,716 shares; 2025Q2: 5,416 shares; 2025Q3: 5,335 shares; 2025Q4: 6,106 shares; 2026Q1: 6,825 shares; 2026Q2: 7,739 shares 7,739 $1.13M 0.22% +914 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: 3,817 shares; 2025Q3: 7,910 shares; 2025Q4: not reported; 2026Q1: 33,781 shares; 2026Q2: 33,781 shares 33,781 $1.12M 0.22% 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: 2,041 shares; 2024Q4: 1,267 shares; 2025Q1: 1,202 shares; 2025Q2: 1,072 shares; 2025Q3: 1,139 shares; 2025Q4: 12,669 shares; 2026Q1: 14,790 shares; 2026Q2: 15,551 shares 15,551 $1.11M 0.21% +761 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: 1,180 shares; 2024Q4: 638 shares; 2025Q1: 648 shares; 2025Q2: 9,968 shares; 2025Q3: 10,606 shares; 2025Q4: 11,375 shares; 2026Q1: 11,784 shares; 2026Q2: 12,046 shares 12,046 $1.11M 0.21% +262 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 459 shares; 2025Q2: 464 shares; 2025Q3: 935 shares; 2025Q4: 1,010 shares; 2026Q1: 1,049 shares; 2026Q2: 1,108 shares 1,108 $1.08M 0.21% +59 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: 545 shares; 2024Q4: 842 shares; 2025Q1: 1,101 shares; 2025Q2: 898 shares; 2025Q3: 688 shares; 2025Q4: 746 shares; 2026Q1: 842 shares; 2026Q2: 897 shares 897 $1.08M 0.21% +55 Timeline DFEM 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: 17,273 shares; 2025Q3: 18,642 shares; 2025Q4: 21,705 shares; 2026Q1: 27,196 shares; 2026Q2: 25,768 shares 25,768 $1.05M 0.2% -1,428 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,748 shares; 2025Q4: 4,416 shares; 2026Q1: 5,023 shares; 2026Q2: 5,864 shares 5,864 $1.03M 0.2% +841 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285 shares; 2024Q4: 718 shares; 2025Q1: 790 shares; 2025Q2: 836 shares; 2025Q3: 913 shares; 2025Q4: 1,043 shares; 2026Q1: 1,282 shares; 2026Q2: 1,349 shares 1,349 $1.02M 0.2% +67 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: 11,635 shares; 2024Q4: 11,620 shares; 2025Q1: 13,851 shares; 2025Q2: 12,800 shares; 2025Q3: 14,932 shares; 2025Q4: 15,679 shares; 2026Q1: 14,113 shares; 2026Q2: 14,201 shares 14,201 $1.01M 0.19% +88 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,527 shares; 2024Q4: 9,539 shares; 2025Q1: 14,003 shares; 2025Q2: 18,077 shares; 2025Q3: 17,875 shares; 2025Q4: 17,638 shares; 2026Q1: 16,734 shares; 2026Q2: 10,360 shares 10,360 $991K 0.19% -6,374 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: 27,577 shares; 2024Q4: 25,924 shares; 2025Q1: 24,138 shares; 2025Q2: 27,650 shares; 2025Q3: 27,991 shares; 2025Q4: 27,281 shares; 2026Q1: 23,732 shares; 2026Q2: 16,397 shares 16,397 $990K 0.19% -7,335 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,087 shares; 2024Q4: 888 shares; 2025Q1: 950 shares; 2025Q2: 1,000 shares; 2025Q3: 1,503 shares; 2025Q4: 1,727 shares; 2026Q1: 1,901 shares; 2026Q2: 1,988 shares 1,988 $987K 0.19% +87 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,331 shares; 2026Q1: 16,486 shares; 2026Q2: 16,407 shares 16,407 $986K 0.19% -79 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: 4,468 shares; 2024Q4: 4,673 shares; 2025Q1: 4,220 shares; 2025Q2: 3,928 shares; 2025Q3: 5,244 shares; 2025Q4: 5,845 shares; 2026Q1: 6,716 shares; 2026Q2: 5,916 shares 5,916 $986K 0.19% -800 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 5,161 shares; 2025Q1: 5,341 shares; 2025Q2: 5,545 shares; 2025Q3: 5,947 shares; 2025Q4: 6,554 shares; 2026Q1: 7,131 shares; 2026Q2: 7,410 shares 7,410 $982K 0.19% +279 Timeline AVMV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,658 shares; 2025Q2: 10,543 shares; 2025Q3: 12,048 shares; 2025Q4: 12,030 shares; 2026Q1: 11,982 shares; 2026Q2: 11,972 shares 11,972 $964K 0.18% -10 Timeline DFAW 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: 2,992 shares; 2025Q4: 8,152 shares; 2026Q1: 9,358 shares; 2026Q2: 11,557 shares 11,557 $957K 0.18% +2,199 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,512 shares; 2024Q4: 1,053 shares; 2025Q1: 1,089 shares; 2025Q2: 1,154 shares; 2025Q3: 1,221 shares; 2025Q4: 1,443 shares; 2026Q1: 1,615 shares; 2026Q2: 1,291 shares 1,291 $930K 0.18% -324 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: 3,989 shares; 2024Q4: 3,887 shares; 2025Q1: 3,756 shares; 2025Q2: 3,858 shares; 2025Q3: 3,865 shares; 2025Q4: 3,822 shares; 2026Q1: 3,773 shares; 2026Q2: 3,766 shares 3,766 $927K 0.18% -7 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: 2,194 shares; 2024Q4: 1,563 shares; 2025Q1: 1,531 shares; 2025Q2: 3,827 shares; 2025Q3: 5,194 shares; 2025Q4: 5,215 shares; 2026Q1: 6,363 shares; 2026Q2: 5,241 shares 5,241 $910K 0.17% -1,122 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,224 shares; 2025Q3: 52,725 shares; 2025Q4: 43,738 shares; 2026Q1: 31,035 shares; 2026Q2: 28,643 shares 28,643 $908K 0.17% -2,392 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: 4,469 shares; 2024Q4: 4,150 shares; 2025Q1: 4,302 shares; 2025Q2: 4,597 shares; 2025Q3: 4,530 shares; 2025Q4: 4,034 shares; 2026Q1: 3,890 shares; 2026Q2: 3,593 shares 3,593 $904K 0.17% -297 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,025 shares; 2024Q4: 918 shares; 2025Q1: 803 shares; 2025Q2: 757 shares; 2025Q3: 740 shares; 2025Q4: 2,273 shares; 2026Q1: 2,110 shares; 2026Q2: 2,063 shares 2,063 $903K 0.17% -47 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,425 shares; 2025Q4: 37,305 shares; 2026Q1: 43,298 shares; 2026Q2: 34,713 shares 34,713 $891K 0.17% -8,585 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,060 shares 2,060 $878K 0.17% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 425 shares; 2025Q1: 459 shares; 2025Q2: 493 shares; 2025Q3: 545 shares; 2025Q4: 637 shares; 2026Q1: 712 shares; 2026Q2: 768 shares 768 $870K 0.17% +56 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,947 shares; 2024Q4: 6,297 shares; 2025Q1: 6,827 shares; 2025Q2: 6,800 shares; 2025Q3: 6,732 shares; 2025Q4: 6,765 shares; 2026Q1: 7,295 shares; 2026Q2: 7,367 shares 7,367 $869K 0.17% +72 Timeline SMTH 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: 33,435 shares; 2025Q1: 33,435 shares; 2025Q2: 34,873 shares; 2025Q3: 34,873 shares; 2025Q4: 33,627 shares; 2026Q1: 33,627 shares; 2026Q2: 33,627 shares 33,627 $866K 0.17% 0 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: 1,155 shares; 2024Q4: 695 shares; 2025Q1: 752 shares; 2025Q2: 815 shares; 2025Q3: 873 shares; 2025Q4: 879 shares; 2026Q1: 883 shares; 2026Q2: 925 shares 925 $865K 0.17% +42 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: 24,904 shares; 2024Q4: 16,614 shares; 2025Q1: 15,063 shares; 2025Q2: 13,577 shares; 2025Q3: 14,014 shares; 2025Q4: 15,749 shares; 2026Q1: 11,701 shares; 2026Q2: 11,591 shares 11,591 $862K 0.17% -110 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,978 shares; 2024Q4: 11,762 shares; 2025Q1: 10,805 shares; 2025Q2: 10,436 shares; 2025Q3: 10,155 shares; 2025Q4: 10,049 shares; 2026Q1: 10,169 shares; 2026Q2: 10,767 shares 10,767 $842K 0.16% +598 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: 26,467 shares; 2024Q4: 12,939 shares; 2025Q1: 7,617 shares; 2025Q2: 6,896 shares; 2025Q3: 6,940 shares; 2025Q4: 6,690 shares; 2026Q1: 7,223 shares; 2026Q2: 7,149 shares 7,149 $840K 0.16% -74 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,047 shares; 2024Q4: 5,880 shares; 2025Q1: 5,897 shares; 2025Q2: 6,002 shares; 2025Q3: 5,165 shares; 2025Q4: 11,312 shares; 2026Q1: 12,696 shares; 2026Q2: 15,759 shares 15,759 $837K 0.16% +3,063 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: 2,700 shares; 2024Q4: 7,357 shares; 2025Q1: 8,111 shares; 2025Q2: 8,421 shares; 2025Q3: 8,422 shares; 2025Q4: 8,429 shares; 2026Q1: 8,414 shares; 2026Q2: 3,827 shares 3,827 $834K 0.16% -4,587 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,589 shares; 2024Q4: 4,935 shares; 2025Q1: 3,750 shares; 2025Q2: 4,304 shares; 2025Q3: 4,248 shares; 2025Q4: 3,968 shares; 2026Q1: 2,396 shares; 2026Q2: 3,811 shares 3,811 $811K 0.16% +1,415 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,221 shares; 2024Q4: 1,538 shares; 2025Q1: 1,496 shares; 2025Q2: 1,446 shares; 2025Q3: 1,454 shares; 2025Q4: 1,492 shares; 2026Q1: 1,574 shares; 2026Q2: 1,556 shares 1,556 $807K 0.15% -18 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,809 shares; 2024Q4: 3,689 shares; 2025Q1: 3,628 shares; 2025Q2: 3,447 shares; 2025Q3: 2,920 shares; 2025Q4: 2,625 shares; 2026Q1: 2,594 shares; 2026Q2: 2,431 shares 2,431 $803K 0.15% -163 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,109 shares; 2024Q4: 11,264 shares; 2025Q1: 11,327 shares; 2025Q2: 11,107 shares; 2025Q3: 11,094 shares; 2025Q4: 11,367 shares; 2026Q1: 11,182 shares; 2026Q2: 11,166 shares 11,166 $798K 0.15% -16 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,034 shares; 2026Q2: 4,109 shares 4,109 $788K 0.15% +75 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,918 shares; 2024Q4: 1,008 shares; 2025Q1: 1,125 shares; 2025Q2: 1,046 shares; 2025Q3: 1,227 shares; 2025Q4: 1,562 shares; 2026Q1: 1,993 shares; 2026Q2: 1,843 shares 1,843 $785K 0.15% -150 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: 601 shares; 2024Q4: 794 shares; 2025Q1: 1,250 shares; 2025Q2: 1,307 shares; 2025Q3: 1,876 shares; 2025Q4: 1,725 shares; 2026Q1: 1,750 shares; 2026Q2: 1,755 shares 1,755 $783K 0.15% +5 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: 12,580 shares; 2024Q4: 12,595 shares; 2025Q1: 8,518 shares; 2025Q2: 8,439 shares; 2025Q3: 8,832 shares; 2025Q4: 8,756 shares; 2026Q1: 7,204 shares; 2026Q2: 9,465 shares 9,465 $782K 0.15% +2,261 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,769 shares; 2024Q4: 16,088 shares; 2025Q1: 21,866 shares; 2025Q2: 21,614 shares; 2025Q3: 21,674 shares; 2025Q4: 19,786 shares; 2026Q1: 14,914 shares; 2026Q2: 14,870 shares 14,870 $779K 0.15% -44 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: 1,387 shares; 2024Q4: 1,336 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,980 shares; 2026Q2: 6,498 shares 6,498 $765K 0.15% +1,518 Timeline KNGZ FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,965 shares; 2025Q2: 20,509 shares; 2025Q3: 20,535 shares; 2025Q4: 19,032 shares; 2026Q1: 19,043 shares; 2026Q2: 19,064 shares 19,064 $764K 0.15% +21 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: 3,915 shares; 2025Q1: 6,708 shares; 2025Q2: 8,477 shares; 2025Q3: 6,904 shares; 2025Q4: 5,194 shares; 2026Q1: 6,467 shares; 2026Q2: 6,487 shares 6,487 $757K 0.15% +20 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,931 shares; 2025Q4: 29,931 shares; 2026Q1: 29,931 shares; 2026Q2: 29,931 shares 29,931 $755K 0.14% 0 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,884 shares; 2026Q2: 20,884 shares 20,884 $752K 0.14% 0 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: 3,261 shares; 2024Q4: 1,676 shares; 2025Q1: 1,201 shares; 2025Q2: 1,200 shares; 2025Q3: 1,282 shares; 2025Q4: 1,262 shares; 2026Q1: 1,202 shares; 2026Q2: 1,016 shares 1,016 $748K 0.14% -186 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,485 shares; 2024Q4: 1,992 shares; 2025Q1: 2,194 shares; 2025Q2: 2,285 shares; 2025Q3: 2,517 shares; 2025Q4: 2,838 shares; 2026Q1: 3,233 shares; 2026Q2: 3,409 shares 3,409 $745K 0.14% +176 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,262 shares; 2025Q1: 11,939 shares; 2025Q2: 8,271 shares; 2025Q3: 9,309 shares; 2025Q4: 8,136 shares; 2026Q1: 8,136 shares; 2026Q2: 8,136 shares 8,136 $742K 0.14% 0 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: 6,368 shares; 2024Q4: 4,547 shares; 2025Q1: 7,776 shares; 2025Q2: 6,788 shares; 2025Q3: 5,825 shares; 2025Q4: 8,667 shares; 2026Q1: 7,991 shares; 2026Q2: 6,746 shares 6,746 $725K 0.14% -1,245 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,722 shares; 2024Q4: 1,707 shares; 2025Q1: 1,617 shares; 2025Q2: 1,624 shares; 2025Q3: 1,597 shares; 2025Q4: 1,591 shares; 2026Q1: 1,905 shares; 2026Q2: 1,978 shares 1,978 $717K 0.14% +73 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: 896 shares; 2024Q4: 1,181 shares; 2025Q1: 1,214 shares; 2025Q2: 1,278 shares; 2025Q3: 1,403 shares; 2025Q4: 1,607 shares; 2026Q1: 1,723 shares; 2026Q2: 1,904 shares 1,904 $715K 0.14% +181 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: 9,159 shares; 2024Q4: 14,350 shares; 2025Q1: 16,353 shares; 2025Q2: 11,738 shares; 2025Q3: 11,637 shares; 2025Q4: 11,890 shares; 2026Q1: 13,186 shares; 2026Q2: 13,189 shares 13,189 $714K 0.14% +3 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,293 shares; 2024Q4: 4,555 shares; 2025Q1: 4,721 shares; 2025Q2: 5,021 shares; 2025Q3: 5,372 shares; 2025Q4: 6,142 shares; 2026Q1: 6,871 shares; 2026Q2: 7,360 shares 7,360 $710K 0.14% +489 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,628 shares; 2024Q4: 4,300 shares; 2025Q1: 4,626 shares; 2025Q2: 5,125 shares; 2025Q3: 5,263 shares; 2025Q4: 11,960 shares; 2026Q1: 13,241 shares; 2026Q2: 15,508 shares 15,508 $703K 0.13% +2,267 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: 9,315 shares; 2024Q4: 4,612 shares; 2025Q1: 4,470 shares; 2025Q2: 3,849 shares; 2025Q3: 3,629 shares; 2025Q4: 3,043 shares; 2026Q1: 3,787 shares; 2026Q2: 3,691 shares 3,691 $700K 0.13% -96 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 33,227 shares 33,227 $691K 0.13% new 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: 7,295 shares; 2024Q4: 6,368 shares; 2025Q1: 5,920 shares; 2025Q2: 5,671 shares; 2025Q3: 5,798 shares; 2025Q4: 5,634 shares; 2026Q1: 3,474 shares; 2026Q2: 2,667 shares 2,667 $677K 0.13% -807 Timeline VOE 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: 3,530 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,483 shares; 2025Q3: 3,483 shares; 2025Q4: 3,483 shares; 2026Q1: 3,411 shares; 2026Q2: 3,411 shares 3,411 $674K 0.13% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,308 shares 16,308 $674K 0.13% new Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,348 shares; 2024Q4: 22,561 shares; 2025Q1: 22,686 shares; 2025Q2: 22,818 shares; 2025Q3: 22,945 shares; 2025Q4: 23,093 shares; 2026Q1: 23,234 shares; 2026Q2: 23,553 shares 23,553 $672K 0.13% +319 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: 8,536 shares; 2024Q4: 8,914 shares; 2025Q1: 8,754 shares; 2025Q2: 9,174 shares; 2025Q3: 9,325 shares; 2025Q4: 9,506 shares; 2026Q1: 11,673 shares; 2026Q2: 11,757 shares 11,757 $670K 0.13% +84 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: 37,356 shares; 2024Q4: 36,624 shares; 2025Q1: 26,087 shares; 2025Q2: 27,868 shares; 2025Q3: 26,933 shares; 2025Q4: 26,492 shares; 2026Q1: 32,319 shares; 2026Q2: 32,214 shares 32,214 $667K 0.13% -105 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: 8,282 shares; 2025Q3: 9,607 shares; 2025Q4: 8,883 shares; 2026Q1: 8,435 shares; 2026Q2: 8,073 shares 8,073 $665K 0.13% -362 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,310 shares; 2025Q3: 6,046 shares; 2025Q4: 7,579 shares; 2026Q1: 14,277 shares; 2026Q2: 15,739 shares 15,739 $664K 0.13% +1,462 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 65,149 shares; 2025Q3: 65,972 shares; 2025Q4: 65,972 shares; 2026Q1: 67,545 shares; 2026Q2: 68,352 shares 68,352 $664K 0.13% +807 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,047 shares; 2024Q4: 2,047 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares; 2025Q3: 2,882 shares; 2025Q4: 2,882 shares; 2026Q1: 2,159 shares; 2026Q2: 2,154 shares 2,154 $660K 0.13% -5 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: 3,551 shares; 2026Q2: 3,478 shares 3,478 $659K 0.13% -73 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,194 shares; 2025Q3: 3,872 shares; 2025Q4: 3,799 shares; 2026Q1: 3,691 shares; 2026Q2: 3,711 shares 3,711 $651K 0.12% +20 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,533 shares; 2025Q4: 28,214 shares; 2026Q1: 30,267 shares; 2026Q2: 30,209 shares 30,209 $646K 0.12% -58 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 669 shares 669 $646K 0.12% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,836 shares; 2024Q4: 1,391 shares; 2025Q1: 1,392 shares; 2025Q2: 1,312 shares; 2025Q3: 1,428 shares; 2025Q4: 1,454 shares; 2026Q1: 1,532 shares; 2026Q2: 1,609 shares 1,609 $640K 0.12% +77 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,338 shares; 2024Q4: 4,077 shares; 2025Q1: 14,687 shares; 2025Q2: 71,633 shares; 2025Q3: 92,092 shares; 2025Q4: 42,259 shares; 2026Q1: not reported; 2026Q2: 6,923 shares 6,923 $634K 0.12% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,642 shares; 2024Q4: 2,300 shares; 2025Q1: 3,420 shares; 2025Q2: 2,939 shares; 2025Q3: 4,430 shares; 2025Q4: 5,399 shares; 2026Q1: 8,974 shares; 2026Q2: 7,889 shares 7,889 $634K 0.12% -1,085 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,834 shares; 2025Q4: 16,321 shares; 2026Q1: 21,941 shares; 2026Q2: 26,675 shares 26,675 $624K 0.12% +4,734 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,122 shares; 2024Q4: 2,077 shares; 2025Q1: 2,052 shares; 2025Q2: 3,336 shares; 2025Q3: 3,390 shares; 2025Q4: 3,145 shares; 2026Q1: 3,100 shares; 2026Q2: 3,107 shares 3,107 $623K 0.12% +7 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: 14,881 shares; 2024Q4: 12,511 shares; 2025Q1: 11,018 shares; 2025Q2: 10,969 shares; 2025Q3: 10,978 shares; 2025Q4: 10,394 shares; 2026Q1: 8,935 shares; 2026Q2: 7,562 shares 7,562 $615K 0.12% -1,373 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,143 shares; 2025Q2: 897 shares; 2025Q3: 891 shares; 2025Q4: 874 shares; 2026Q1: 877 shares; 2026Q2: 873 shares 873 $614K 0.12% -4 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,410 shares; 2024Q4: 3,648 shares; 2025Q1: 3,759 shares; 2025Q2: 3,917 shares; 2025Q3: 4,278 shares; 2025Q4: 9,947 shares; 2026Q1: 11,243 shares; 2026Q2: 12,022 shares 12,022 $611K 0.12% +779 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: 846 shares; 2024Q4: 1,772 shares; 2025Q1: 1,644 shares; 2025Q2: 1,627 shares; 2025Q3: 1,961 shares; 2025Q4: 1,870 shares; 2026Q1: 1,977 shares; 2026Q2: 1,750 shares 1,750 $597K 0.11% -227 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,468 shares; 2024Q4: 1,524 shares; 2025Q1: 1,625 shares; 2025Q2: 1,588 shares; 2025Q3: 1,593 shares; 2025Q4: 1,499 shares; 2026Q1: 1,483 shares; 2026Q2: 1,476 shares 1,476 $594K 0.11% -7 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,411 shares; 2025Q3: 8,959 shares; 2025Q4: 7,243 shares; 2026Q1: 7,248 shares; 2026Q2: 7,236 shares 7,236 $593K 0.11% -12 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,772 shares; 2024Q4: 1,511 shares; 2025Q1: 1,369 shares; 2025Q2: 1,377 shares; 2025Q3: 1,560 shares; 2025Q4: 1,519 shares; 2026Q1: 1,280 shares; 2026Q2: 1,151 shares 1,151 $586K 0.11% -129 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,678 shares; 2024Q4: 3,820 shares; 2025Q1: 3,202 shares; 2025Q2: 2,952 shares; 2025Q3: 2,682 shares; 2025Q4: 2,630 shares; 2026Q1: 4,581 shares; 2026Q2: 4,856 shares 4,856 $574K 0.11% +275 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,339 shares; 2024Q4: 46,126 shares; 2025Q1: 32,231 shares; 2025Q2: 32,125 shares; 2025Q3: 24,871 shares; 2025Q4: 29,359 shares; 2026Q1: 29,453 shares; 2026Q2: 29,287 shares 29,287 $560K 0.11% -166 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,932 shares; 2025Q2: 12,929 shares; 2025Q3: 12,868 shares; 2025Q4: 11,617 shares; 2026Q1: 11,505 shares; 2026Q2: 11,612 shares 11,612 $559K 0.11% +107 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,318 shares; 2025Q1: 5,294 shares; 2025Q2: 5,137 shares; 2025Q3: 5,087 shares; 2025Q4: 4,074 shares; 2026Q1: 6,437 shares; 2026Q2: 6,425 shares 6,425 $553K 0.11% -12 Timeline DFIS 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: 12,541 shares; 2025Q3: 13,588 shares; 2025Q4: 14,364 shares; 2026Q1: 16,217 shares; 2026Q2: 15,623 shares 15,623 $547K 0.1% -594 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND 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: 6,161 shares; 2026Q2: 11,127 shares 11,127 $544K 0.1% +4,966 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 3,042 shares; 2025Q1: 2,796 shares; 2025Q2: 1,636 shares; 2025Q3: 1,617 shares; 2025Q4: 1,546 shares; 2026Q1: 1,482 shares; 2026Q2: 1,494 shares 1,494 $541K 0.1% +12 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,173 shares; 2025Q2: 4,710 shares; 2025Q3: 4,677 shares; 2025Q4: 4,542 shares; 2026Q1: 5,145 shares; 2026Q2: 5,215 shares 5,215 $539K 0.1% +70 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,296 shares; 2026Q1: 7,218 shares; 2026Q2: 6,866 shares 6,866 $534K 0.1% -352 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 386 shares 386 $534K 0.1% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,469 shares; 2024Q4: 10,482 shares; 2025Q1: 10,672 shares; 2025Q2: 10,300 shares; 2025Q3: 10,300 shares; 2025Q4: 10,300 shares; 2026Q1: 10,300 shares; 2026Q2: 10,550 shares 10,550 $534K 0.1% +250 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: 2,289 shares; 2024Q4: 2,087 shares; 2025Q1: 1,603 shares; 2025Q2: 1,496 shares; 2025Q3: 1,628 shares; 2025Q4: 2,427 shares; 2026Q1: 2,211 shares; 2026Q2: 1,818 shares 1,818 $533K 0.1% -393 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: 683 shares; 2024Q4: 501 shares; 2025Q1: 560 shares; 2025Q2: 538 shares; 2025Q3: 581 shares; 2025Q4: 4,077 shares; 2026Q1: 4,800 shares; 2026Q2: 5,355 shares 5,355 $532K 0.1% +555 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: 1,202 shares; 2024Q4: 1,157 shares; 2025Q1: 1,231 shares; 2025Q2: 1,199 shares; 2025Q3: 1,155 shares; 2025Q4: 1,152 shares; 2026Q1: 1,159 shares; 2026Q2: 1,167 shares 1,167 $529K 0.1% +8 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,212 shares; 2024Q4: 1,670 shares; 2025Q1: 5,608 shares; 2025Q2: 3,897 shares; 2025Q3: 2,263 shares; 2025Q4: 3,230 shares; 2026Q1: 4,675 shares; 2026Q2: 4,015 shares 4,015 $524K 0.1% -660 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,789 shares; 2024Q4: 15,395 shares; 2025Q1: 13,880 shares; 2025Q2: 11,528 shares; 2025Q3: 16,097 shares; 2025Q4: 15,150 shares; 2026Q1: 24,118 shares; 2026Q2: 24,309 shares 24,309 $518K 0.1% +191 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,575 shares; 2024Q4: 8,138 shares; 2025Q1: 8,060 shares; 2025Q2: 7,873 shares; 2025Q3: 5,878 shares; 2025Q4: 5,685 shares; 2026Q1: 5,676 shares; 2026Q2: 5,767 shares 5,767 $506K 0.1% +91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,209 shares; 2026Q2: 6,099 shares 6,099 $505K 0.1% -110 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,504 shares; 2024Q4: 5,512 shares; 2025Q1: 4,304 shares; 2025Q2: 3,848 shares; 2025Q3: 3,785 shares; 2025Q4: 3,741 shares; 2026Q1: 3,175 shares; 2026Q2: 2,277 shares 2,277 $502K 0.1% -898 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,171 shares; 2024Q4: 6,430 shares; 2025Q1: 6,187 shares; 2025Q2: 11,542 shares; 2025Q3: 11,207 shares; 2025Q4: 11,109 shares; 2026Q1: 10,484 shares; 2026Q2: 10,439 shares 10,439 $501K 0.1% -45 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,724 shares; 2024Q4: 2,908 shares; 2025Q1: 4,343 shares; 2025Q2: 4,248 shares; 2025Q3: 4,243 shares; 2025Q4: 3,643 shares; 2026Q1: 3,618 shares; 2026Q2: 3,694 shares 3,694 $500K 0.1% +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: 23,185 shares; 2024Q4: 11,624 shares; 2025Q1: 11,264 shares; 2025Q2: 11,106 shares; 2025Q3: 9,874 shares; 2025Q4: 8,346 shares; 2026Q1: 10,276 shares; 2026Q2: 11,355 shares 11,355 $490K 0.09% +1,079 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,274 shares; 2024Q4: 12,157 shares; 2025Q1: 13,563 shares; 2025Q2: 12,609 shares; 2025Q3: 11,934 shares; 2025Q4: 12,354 shares; 2026Q1: 12,289 shares; 2026Q2: 11,251 shares 11,251 $480K 0.09% -1,038 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,676 shares; 2024Q4: 5,981 shares; 2025Q1: 5,939 shares; 2025Q2: 5,693 shares; 2025Q3: 5,759 shares; 2025Q4: 6,138 shares; 2026Q1: 6,089 shares; 2026Q2: 6,047 shares 6,047 $469K 0.09% -42 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,387 shares 11,387 $467K 0.09% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,373 shares; 2024Q4: 3,006 shares; 2025Q1: 2,762 shares; 2025Q2: 2,851 shares; 2025Q3: 2,753 shares; 2025Q4: 2,744 shares; 2026Q1: 2,660 shares; 2026Q2: 2,634 shares 2,634 $463K 0.09% -26 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: 1,280 shares; 2024Q4: 1,450 shares; 2025Q1: 2,525 shares; 2025Q2: 1,519 shares; 2025Q3: 1,522 shares; 2025Q4: 1,526 shares; 2026Q1: 1,528 shares; 2026Q2: 1,531 shares 1,531 $460K 0.09% +3 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,551 shares; 2026Q2: 17,199 shares 17,199 $459K 0.09% +9,648 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,514 shares; 2024Q4: 2,434 shares; 2025Q1: 3,709 shares; 2025Q2: 3,730 shares; 2025Q3: 3,751 shares; 2025Q4: 4,202 shares; 2026Q1: 4,071 shares; 2026Q2: 4,632 shares 4,632 $458K 0.09% +561 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: 3,451 shares; 2024Q4: 3,627 shares; 2025Q1: 3,633 shares; 2025Q2: 3,699 shares; 2025Q3: 3,718 shares; 2025Q4: 3,356 shares; 2026Q1: 4,135 shares; 2026Q2: 4,580 shares 4,580 $450K 0.09% +445 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: 41,984 shares; 2024Q4: 20,003 shares; 2025Q1: 18,494 shares; 2025Q2: 17,886 shares; 2025Q3: 17,682 shares; 2025Q4: 17,567 shares; 2026Q1: 17,376 shares; 2026Q2: 9,031 shares 9,031 $450K 0.09% -8,345 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,107 shares; 2024Q4: 3,250 shares; 2025Q1: 3,119 shares; 2025Q2: 3,025 shares; 2025Q3: 2,948 shares; 2025Q4: 2,913 shares; 2026Q1: 3,014 shares; 2026Q2: 3,274 shares 3,274 $448K 0.09% +260 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,247 shares 6,247 $447K 0.09% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 615 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 878 shares; 2025Q3: 943 shares; 2025Q4: 1,236 shares; 2026Q1: 1,399 shares; 2026Q2: 1,400 shares 1,400 $446K 0.09% +1 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,210 shares; 2025Q2: 13,210 shares; 2025Q3: 13,210 shares; 2025Q4: 13,210 shares; 2026Q1: 13,210 shares; 2026Q2: 13,210 shares 13,210 $445K 0.09% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,282 shares; 2024Q4: 1,348 shares; 2025Q1: 1,404 shares; 2025Q2: 2,608 shares; 2025Q3: 2,508 shares; 2025Q4: 2,374 shares; 2026Q1: 2,229 shares; 2026Q2: 1,530 shares 1,530 $445K 0.09% -699 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,300 shares; 2024Q4: 2,141 shares; 2025Q1: 2,134 shares; 2025Q2: 2,131 shares; 2025Q3: 1,512 shares; 2025Q4: 1,471 shares; 2026Q1: 1,439 shares; 2026Q2: 1,425 shares 1,425 $442K 0.08% -14 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,437 shares; 2025Q4: 12,721 shares; 2026Q1: 13,145 shares; 2026Q2: 17,579 shares 17,579 $441K 0.08% +4,434 Timeline DFAR 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: 27,766 shares; 2025Q3: 33,396 shares; 2025Q4: 27,539 shares; 2026Q1: 17,814 shares; 2026Q2: 16,848 shares 16,848 $441K 0.08% -966 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO 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: 4,601 shares 4,601 $439K 0.08% new Timeline ESGV 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: 2,843 shares; 2024Q4: 3,131 shares; 2025Q1: 3,320 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 3,320 shares; 2026Q1: 3,320 shares; 2026Q2: 3,320 shares 3,320 $439K 0.08% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,993 shares; 2024Q4: 2,436 shares; 2025Q1: 2,731 shares; 2025Q2: 2,586 shares; 2025Q3: 3,151 shares; 2025Q4: 3,038 shares; 2026Q1: 3,719 shares; 2026Q2: 3,745 shares 3,745 $437K 0.08% +26 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,697 shares; 2025Q3: 1,881 shares; 2025Q4: 1,804 shares; 2026Q1: 1,958 shares; 2026Q2: 2,078 shares 2,078 $434K 0.08% +120 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,249 shares; 2024Q4: 4,158 shares; 2025Q1: 4,194 shares; 2025Q2: 4,110 shares; 2025Q3: 2,647 shares; 2025Q4: 2,623 shares; 2026Q1: 2,613 shares; 2026Q2: 2,430 shares 2,430 $434K 0.08% -183 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,460 shares 1,460 $432K 0.08% new 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: 220 shares; 2024Q4: 225 shares; 2025Q1: 226 shares; 2025Q2: 230 shares; 2025Q3: 230 shares; 2025Q4: 218 shares; 2026Q1: 220 shares; 2026Q2: 220 shares 220 $430K 0.08% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,117 shares; 2024Q4: 8,867 shares; 2025Q1: 8,867 shares; 2025Q2: 8,867 shares; 2025Q3: 8,867 shares; 2025Q4: 8,867 shares; 2026Q1: 8,867 shares; 2026Q2: 8,867 shares 8,867 $428K 0.08% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 487 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,624 shares; 2026Q2: 2,085 shares 2,085 $427K 0.08% +461 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,015 shares; 2025Q2: 15,015 shares; 2025Q3: 15,015 shares; 2025Q4: 15,015 shares; 2026Q1: 12,615 shares; 2026Q2: 12,615 shares 12,615 $427K 0.08% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,674 shares; 2024Q4: 1,493 shares; 2025Q1: 1,592 shares; 2025Q2: 1,730 shares; 2025Q3: 1,723 shares; 2025Q4: 1,679 shares; 2026Q1: 2,308 shares; 2026Q2: 2,606 shares 2,606 $426K 0.08% +298 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,050 shares; 2024Q4: 1,662 shares; 2025Q1: 1,536 shares; 2025Q2: 1,312 shares; 2025Q3: 1,169 shares; 2025Q4: 986 shares; 2026Q1: 978 shares; 2026Q2: 825 shares 825 $425K 0.08% -153 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: 1,237 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares; 2026Q2: 1,661 shares 1,661 $425K 0.08% +451 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,830 shares; 2024Q4: 1,798 shares; 2025Q1: 1,642 shares; 2025Q2: 1,646 shares; 2025Q3: 1,624 shares; 2025Q4: 1,621 shares; 2026Q1: 1,584 shares; 2026Q2: 1,620 shares 1,620 $418K 0.08% +36 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares; 2026Q1: 1,759 shares; 2026Q2: 1,859 shares 1,859 $416K 0.08% +100 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,575 shares; 2024Q4: 1,700 shares; 2025Q1: 1,483 shares; 2025Q2: 1,343 shares; 2025Q3: 1,322 shares; 2025Q4: 1,225 shares; 2026Q1: 1,215 shares; 2026Q2: 1,019 shares 1,019 $415K 0.08% -196 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,178 shares; 2024Q4: 32,062 shares; 2025Q1: 30,614 shares; 2025Q2: 31,252 shares; 2025Q3: 36,184 shares; 2025Q4: 35,339 shares; 2026Q1: 34,883 shares; 2026Q2: 44,137 shares 44,137 $412K 0.08% +9,254 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,022 shares; 2024Q4: 4,448 shares; 2025Q1: 4,126 shares; 2025Q2: 3,428 shares; 2025Q3: 3,155 shares; 2025Q4: 2,987 shares; 2026Q1: 3,364 shares; 2026Q2: 3,377 shares 3,377 $410K 0.08% +13 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,481 shares; 2024Q4: 5,020 shares; 2025Q1: 4,608 shares; 2025Q2: 4,397 shares; 2025Q3: 4,243 shares; 2025Q4: 4,237 shares; 2026Q1: 4,110 shares; 2026Q2: 4,090 shares 4,090 $409K 0.08% -20 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,466 shares; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 4,138 shares; 2025Q3: 3,870 shares; 2025Q4: 4,009 shares; 2026Q1: 3,428 shares; 2026Q2: 3,526 shares 3,526 $406K 0.08% +98 Timeline DFNM 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: 8,326 shares; 2025Q3: 8,569 shares; 2025Q4: 8,586 shares; 2026Q1: 8,320 shares; 2026Q2: 8,379 shares 8,379 $405K 0.08% +59 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,370 shares; 2026Q2: 2,323 shares 2,323 $405K 0.08% -47 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,282 shares; 2024Q4: 8,110 shares; 2025Q1: 8,209 shares; 2025Q2: 8,183 shares; 2025Q3: 8,110 shares; 2025Q4: 8,110 shares; 2026Q1: 8,110 shares; 2026Q2: 8,110 shares 8,110 $402K 0.08% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,540 shares; 2025Q3: 4,946 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,694 shares 13,694 $402K 0.08% new Timeline FEOE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,129 shares; 2026Q2: 7,469 shares 7,469 $399K 0.08% +2,340 Timeline JHMB JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,029 shares; 2025Q1: 17,875 shares; 2025Q2: 18,481 shares; 2025Q3: 18,481 shares; 2025Q4: 18,113 shares; 2026Q1: 18,113 shares; 2026Q2: 18,113 shares 18,113 $397K 0.08% 0 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 1,084 shares; 2026Q2: 1,042 shares 1,042 $394K 0.08% -42 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: 1,949 shares; 2024Q4: 1,916 shares; 2025Q1: 1,913 shares; 2025Q2: 1,967 shares; 2025Q3: 1,960 shares; 2025Q4: 1,860 shares; 2026Q1: 1,788 shares; 2026Q2: 1,761 shares 1,761 $393K 0.08% -27 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,595 shares; 2024Q4: 1,253 shares; 2025Q1: not reported; 2025Q2: 1,308 shares; 2025Q3: 1,135 shares; 2025Q4: 1,033 shares; 2026Q1: 1,036 shares; 2026Q2: 1,040 shares 1,040 $392K 0.08% +4 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,357 shares; 2024Q4: 26,136 shares; 2025Q1: 28,219 shares; 2025Q2: 33,213 shares; 2025Q3: 36,213 shares; 2025Q4: 36,790 shares; 2026Q1: 36,384 shares; 2026Q2: 35,875 shares 35,875 $391K 0.07% -509 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,038 shares; 2024Q4: 3,046 shares; 2025Q1: 3,202 shares; 2025Q2: 3,434 shares; 2025Q3: 2,600 shares; 2025Q4: 2,573 shares; 2026Q1: 2,573 shares; 2026Q2: 2,305 shares 2,305 $390K 0.07% -268 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: 514 shares; 2025Q1: 487 shares; 2025Q2: 499 shares; 2025Q3: 483 shares; 2025Q4: 446 shares; 2026Q1: 2,308 shares; 2026Q2: 403 shares 403 $388K 0.07% -1,905 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,578 shares; 2025Q1: 6,578 shares; 2025Q2: 7,539 shares; 2025Q3: 7,539 shares; 2025Q4: 7,539 shares; 2026Q1: 7,539 shares; 2026Q2: 7,539 shares 7,539 $387K 0.07% 0 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,142 shares; 2025Q2: 9,142 shares; 2025Q3: 9,328 shares; 2025Q4: 9,521 shares; 2026Q1: 10,977 shares; 2026Q2: 14,935 shares 14,935 $386K 0.07% +3,958 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares; 2025Q3: 947 shares; 2025Q4: 903 shares; 2026Q1: 849 shares; 2026Q2: 844 shares 844 $384K 0.07% -5 Timeline FLRN 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: 34,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,555 shares; 2026Q1: 14,382 shares; 2026Q2: 12,455 shares 12,455 $384K 0.07% -1,927 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: 13,792 shares; 2024Q4: 14,092 shares; 2025Q1: 13,931 shares; 2025Q2: 14,423 shares; 2025Q3: 10,617 shares; 2025Q4: 8,884 shares; 2026Q1: 13,985 shares; 2026Q2: 15,626 shares 15,626 $384K 0.07% +1,641 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,290 shares; 2024Q4: 8,060 shares; 2025Q1: 8,005 shares; 2025Q2: 5,228 shares; 2025Q3: 5,298 shares; 2025Q4: 5,315 shares; 2026Q1: 4,051 shares; 2026Q2: 4,089 shares 4,089 $377K 0.07% +38 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: 2,261 shares; 2024Q4: 2,268 shares; 2025Q1: 2,355 shares; 2025Q2: 2,937 shares; 2025Q3: 2,148 shares; 2025Q4: 2,542 shares; 2026Q1: 2,507 shares; 2026Q2: 2,493 shares 2,493 $377K 0.07% -14 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,947 shares; 2024Q4: not reported; 2025Q1: 7,976 shares; 2025Q2: 3,952 shares; 2025Q3: 3,952 shares; 2025Q4: 3,947 shares; 2026Q1: 4,056 shares; 2026Q2: 4,021 shares 4,021 $376K 0.07% -35 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,026 shares 8,026 $375K 0.07% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,741 shares; 2024Q4: 2,986 shares; 2025Q1: 3,058 shares; 2025Q2: 4,124 shares; 2025Q3: 4,636 shares; 2025Q4: 3,366 shares; 2026Q1: 3,157 shares; 2026Q2: 3,649 shares 3,649 $373K 0.07% +492 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 7,095 shares; 2025Q3: 7,095 shares; 2025Q4: 7,095 shares; 2026Q1: 7,232 shares; 2026Q2: 7,232 shares 7,232 $371K 0.07% 0 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: 7,023 shares; 2024Q4: 3,104 shares; 2025Q1: 2,599 shares; 2025Q2: 2,369 shares; 2025Q3: 2,649 shares; 2025Q4: 2,966 shares; 2026Q1: 2,489 shares; 2026Q2: 2,524 shares 2,524 $370K 0.07% +35 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,317 shares 7,317 $367K 0.07% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,149 shares; 2024Q4: 6,907 shares; 2025Q1: 7,216 shares; 2025Q2: 7,277 shares; 2025Q3: 6,460 shares; 2025Q4: 4,107 shares; 2026Q1: 3,936 shares; 2026Q2: 3,882 shares 3,882 $360K 0.07% -54 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,251 shares; 2024Q4: 14,413 shares; 2025Q1: 14,937 shares; 2025Q2: 14,584 shares; 2025Q3: 14,689 shares; 2025Q4: 14,845 shares; 2026Q1: 14,925 shares; 2026Q2: 15,030 shares 15,030 $356K 0.07% +105 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: 1,574 shares; 2024Q4: 1,560 shares; 2025Q1: 1,781 shares; 2025Q2: 2,032 shares; 2025Q3: 2,036 shares; 2025Q4: 2,060 shares; 2026Q1: 1,564 shares; 2026Q2: 1,492 shares 1,492 $353K 0.07% -72 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,516 shares; 2025Q2: 15,516 shares; 2025Q3: 14,515 shares; 2025Q4: 14,471 shares; 2026Q1: 13,343 shares; 2026Q2: 13,734 shares 13,734 $353K 0.07% +391 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,225 shares; 2024Q4: 4,362 shares; 2025Q1: 4,218 shares; 2025Q2: 4,355 shares; 2025Q3: 4,249 shares; 2025Q4: 3,810 shares; 2026Q1: 4,191 shares; 2026Q2: 4,161 shares 4,161 $352K 0.07% -30 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,068 shares; 2025Q3: 10,068 shares; 2025Q4: 11,926 shares; 2026Q1: 10,305 shares; 2026Q2: 10,393 shares 10,393 $352K 0.07% +88 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,817 shares; 2026Q2: 1,376 shares 1,376 $351K 0.07% -441 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,366 shares; 2026Q2: 7,366 shares 7,366 $349K 0.07% 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: 8,851 shares; 2024Q4: 7,991 shares; 2025Q1: 6,881 shares; 2025Q2: 6,766 shares; 2025Q3: 6,674 shares; 2025Q4: 6,358 shares; 2026Q1: 5,387 shares; 2026Q2: 3,571 shares 3,571 $344K 0.07% -1,816 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,797 shares 3,797 $344K 0.07% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,268 shares; 2024Q4: 6,029 shares; 2025Q1: 5,025 shares; 2025Q2: 4,829 shares; 2025Q3: 4,872 shares; 2025Q4: 4,745 shares; 2026Q1: 4,745 shares; 2026Q2: 4,171 shares 4,171 $342K 0.07% -574 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,107 shares; 2025Q1: 3,374 shares; 2025Q2: 3,725 shares; 2025Q3: 4,183 shares; 2025Q4: 4,813 shares; 2026Q1: 5,647 shares; 2026Q2: 7,913 shares 7,913 $338K 0.06% +2,266 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,083 shares; 2025Q1: 7,141 shares; 2025Q2: 7,169 shares; 2025Q3: 7,009 shares; 2025Q4: 7,070 shares; 2026Q1: 8,138 shares; 2026Q2: 2,279 shares 2,279 $334K 0.06% -5,859 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares; 2026Q2: 3,040 shares 3,040 $333K 0.06% -560 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,273 shares; 2025Q3: 12,273 shares; 2025Q4: 10,643 shares; 2026Q1: 10,643 shares; 2026Q2: 10,643 shares 10,643 $332K 0.06% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,959 shares; 2024Q4: 1,819 shares; 2025Q1: 1,782 shares; 2025Q2: 1,760 shares; 2025Q3: 1,778 shares; 2025Q4: 1,762 shares; 2026Q1: 956 shares; 2026Q2: 937 shares 937 $332K 0.06% -19 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,746 shares; 2024Q4: 3,936 shares; 2025Q1: 3,860 shares; 2025Q2: 3,911 shares; 2025Q3: 3,261 shares; 2025Q4: 2,877 shares; 2026Q1: 4,396 shares; 2026Q2: 4,756 shares 4,756 $332K 0.06% +360 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,918 shares 1,918 $328K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,116 shares; 2025Q4: 1,428 shares; 2026Q1: 1,426 shares; 2026Q2: 1,478 shares 1,478 $326K 0.06% +52 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 999 shares; 2024Q4: 1,028 shares; 2025Q1: 1,112 shares; 2025Q2: 1,077 shares; 2025Q3: 998 shares; 2025Q4: 962 shares; 2026Q1: 951 shares; 2026Q2: 941 shares 941 $324K 0.06% -10 Timeline PSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,861 shares; 2024Q4: 22,050 shares; 2025Q1: 15,525 shares; 2025Q2: 12,978 shares; 2025Q3: 12,279 shares; 2025Q4: 12,723 shares; 2026Q1: 7,909 shares; 2026Q2: 5,813 shares 5,813 $324K 0.06% -2,096 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: 11,947 shares; 2024Q4: 14,156 shares; 2025Q1: 14,230 shares; 2025Q2: 14,426 shares; 2025Q3: 5,768 shares; 2025Q4: 6,523 shares; 2026Q1: 5,836 shares; 2026Q2: 6,398 shares 6,398 $324K 0.06% +562 Timeline ACYS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,577 shares 15,577 $320K 0.06% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,374 shares; 2025Q3: 14,802 shares; 2025Q4: 13,833 shares; 2026Q1: 8,651 shares; 2026Q2: 8,636 shares 8,636 $317K 0.06% -15 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,244 shares; 2026Q1: 4,196 shares; 2026Q2: 4,196 shares 4,196 $315K 0.06% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,114 shares; 2024Q4: 2,163 shares; 2025Q1: 2,391 shares; 2025Q2: 22,147 shares; 2025Q3: 2,837 shares; 2025Q4: 2,534 shares; 2026Q1: 2,712 shares; 2026Q2: 2,895 shares 2,895 $312K 0.06% +183 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 2,096 shares; 2025Q1: 2,059 shares; 2025Q2: 2,107 shares; 2025Q3: 2,112 shares; 2025Q4: 2,010 shares; 2026Q1: 2,027 shares; 2026Q2: 2,057 shares 2,057 $311K 0.06% +30 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 160 shares; 2024Q4: 72 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 72 shares; 2026Q2: 1,735 shares 1,735 $309K 0.06% +1,663 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,643 shares; 2024Q4: 1,536 shares; 2025Q1: 1,517 shares; 2025Q2: 1,175 shares; 2025Q3: 1,097 shares; 2025Q4: 1,066 shares; 2026Q1: 1,070 shares; 2026Q2: 1,044 shares 1,044 $308K 0.06% -26 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,747 shares; 2024Q4: 6,361 shares; 2025Q1: 5,990 shares; 2025Q2: 6,112 shares; 2025Q3: 3,665 shares; 2025Q4: 3,514 shares; 2026Q1: 3,480 shares; 2026Q2: 3,388 shares 3,388 $307K 0.06% -92 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,047 shares; 2026Q2: 9,407 shares 9,407 $305K 0.06% +360 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,951 shares; 2024Q4: 6,173 shares; 2025Q1: 8,746 shares; 2025Q2: 6,724 shares; 2025Q3: 6,724 shares; 2025Q4: 6,724 shares; 2026Q1: 6,724 shares; 2026Q2: 6,724 shares 6,724 $303K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,655 shares; 2026Q2: 1,635 shares 1,635 $302K 0.06% -20 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,328 shares; 2024Q4: 5,963 shares; 2025Q1: 5,339 shares; 2025Q2: 5,183 shares; 2025Q3: 5,077 shares; 2025Q4: 5,202 shares; 2026Q1: 4,373 shares; 2026Q2: 4,692 shares 4,692 $301K 0.06% +319 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: 2,346 shares; 2024Q4: 2,386 shares; 2025Q1: 2,050 shares; 2025Q2: 2,071 shares; 2025Q3: 1,910 shares; 2025Q4: 2,115 shares; 2026Q1: 1,867 shares; 2026Q2: 1,786 shares 1,786 $300K 0.06% -81 Timeline VNLA 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: 5,950 shares; 2024Q4: 5,950 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,950 shares; 2025Q4: 5,950 shares; 2026Q1: 5,950 shares; 2026Q2: 5,950 shares 5,950 $291K 0.06% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,392 shares; 2026Q1: 10,392 shares; 2026Q2: 10,392 shares 10,392 $285K 0.05% 0 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: 1,712 shares; 2024Q4: 1,642 shares; 2025Q1: 1,209 shares; 2025Q2: 947 shares; 2025Q3: 1,378 shares; 2025Q4: 1,327 shares; 2026Q1: 992 shares; 2026Q2: 564 shares 564 $283K 0.05% -428 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 431 shares 431 $283K 0.05% new Timeline WEST WESTROCK COFFEE CO More: the full row for WESTROCK COFFEE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,454 shares; 2024Q4: 26,165 shares; 2025Q1: 36,105 shares; 2025Q2: 36,128 shares; 2025Q3: 38,926 shares; 2025Q4: 33,453 shares; 2026Q1: 36,540 shares; 2026Q2: 34,500 shares 34,500 $280K 0.05% -2,040 Timeline POOL POOL CORP More: the full row for POOL 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: 1,147 shares; 2026Q2: 1,291 shares 1,291 $278K 0.05% +144 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,009 shares; 2025Q3: 13,981 shares; 2025Q4: 13,829 shares; 2026Q1: 10,438 shares; 2026Q2: 10,381 shares 10,381 $277K 0.05% -57 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 1,814 shares 1,814 $276K 0.05% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: not reported; 2025Q1: 2,447 shares; 2025Q2: 2,356 shares; 2025Q3: 2,317 shares; 2025Q4: 2,289 shares; 2026Q1: 1,823 shares; 2026Q2: 1,302 shares 1,302 $276K 0.05% -521 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: 5,744 shares; 2024Q4: 6,651 shares; 2025Q1: 6,892 shares; 2025Q2: 6,466 shares; 2025Q3: 7,062 shares; 2025Q4: 7,035 shares; 2026Q1: 6,534 shares; 2026Q2: 9,036 shares 9,036 $275K 0.05% +2,502 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,285 shares 3,285 $275K 0.05% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 842 shares; 2026Q2: 820 shares 820 $275K 0.05% -22 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: 2,056 shares; 2024Q4: 1,995 shares; 2025Q1: 2,114 shares; 2025Q2: 2,187 shares; 2025Q3: 2,424 shares; 2025Q4: 2,322 shares; 2026Q1: 2,135 shares; 2026Q2: 2,156 shares 2,156 $273K 0.05% +21 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,553 shares; 2026Q1: 4,425 shares; 2026Q2: 4,399 shares 4,399 $272K 0.05% -26 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,600 shares; 2024Q4: 6,407 shares; 2025Q1: 6,349 shares; 2025Q2: 6,223 shares; 2025Q3: 6,223 shares; 2025Q4: not reported; 2026Q1: 5,655 shares; 2026Q2: 5,830 shares 5,830 $271K 0.05% +175 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,074 shares 1,074 $270K 0.05% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 547 shares; 2025Q2: 560 shares; 2025Q3: 525 shares; 2025Q4: not reported; 2026Q1: 374 shares; 2026Q2: 339 shares 339 $270K 0.05% -35 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,624 shares 8,624 $269K 0.05% new Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 763 shares; 2024Q4: 750 shares; 2025Q1: 784 shares; 2025Q2: 844 shares; 2025Q3: 822 shares; 2025Q4: 829 shares; 2026Q1: 816 shares; 2026Q2: 781 shares 781 $264K 0.05% -35 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,217 shares; 2024Q4: 4,193 shares; 2025Q1: 1,698 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,630 shares; 2026Q2: 1,918 shares 1,918 $264K 0.05% +288 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,977 shares 4,977 $264K 0.05% new Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,009 shares; 2024Q4: 1,051 shares; 2025Q1: 1,061 shares; 2025Q2: 1,089 shares; 2025Q3: 977 shares; 2025Q4: 930 shares; 2026Q1: 989 shares; 2026Q2: 830 shares 830 $263K 0.05% -159 Timeline ATCL REX ETF TR More: the full row for REX 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: 10,584 shares 10,584 $263K 0.05% new Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,437 shares; 2024Q4: not reported; 2025Q1: 3,801 shares; 2025Q2: 3,972 shares; 2025Q3: 3,887 shares; 2025Q4: 3,976 shares; 2026Q1: 3,958 shares; 2026Q2: 4,180 shares 4,180 $262K 0.05% +222 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares; 2026Q1: 1,197 shares; 2026Q2: 1,118 shares 1,118 $261K 0.05% -79 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 5,017 shares; 2025Q4: 5,512 shares; 2026Q1: 5,512 shares; 2026Q2: 5,512 shares 5,512 $261K 0.05% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 2,084 shares 2,084 $261K 0.05% new Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,137 shares; 2024Q4: 5,137 shares; 2025Q1: 5,137 shares; 2025Q2: 5,137 shares; 2025Q3: 5,137 shares; 2025Q4: 5,137 shares; 2026Q1: 5,137 shares; 2026Q2: 5,137 shares 5,137 $258K 0.05% 0 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 2,555 shares 2,555 $255K 0.05% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,075 shares; 2024Q4: 3,075 shares; 2025Q1: 3,943 shares; 2025Q2: 2,435 shares; 2025Q3: 2,435 shares; 2025Q4: 2,435 shares; 2026Q1: 2,435 shares; 2026Q2: 2,435 shares 2,435 $253K 0.05% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,311 shares; 2024Q4: 3,172 shares; 2025Q1: 3,028 shares; 2025Q2: 2,906 shares; 2025Q3: 2,915 shares; 2025Q4: 2,705 shares; 2026Q1: 2,845 shares; 2026Q2: 2,632 shares 2,632 $252K 0.05% -213 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 958 shares; 2026Q2: 965 shares 965 $251K 0.05% +7 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 746 shares; 2026Q2: 717 shares 717 $251K 0.05% -29 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,831 shares; 2025Q4: 1,849 shares; 2026Q1: 1,983 shares; 2026Q2: 1,737 shares 1,737 $249K 0.05% -246 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,556 shares; 2025Q1: 1,603 shares; 2025Q2: 1,674 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,125 shares; 2026Q2: 1,146 shares 1,146 $248K 0.05% +21 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: 7,629 shares; 2024Q4: 3,933 shares; 2025Q1: 3,926 shares; 2025Q2: 3,886 shares; 2025Q3: 3,118 shares; 2025Q4: 2,656 shares; 2026Q1: not reported; 2026Q2: 2,544 shares 2,544 $245K 0.05% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,575 shares; 2025Q3: 1,570 shares; 2025Q4: 1,235 shares; 2026Q1: 1,224 shares; 2026Q2: 1,213 shares 1,213 $244K 0.05% -11 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: 1,114 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 657 shares; 2026Q1: 788 shares; 2026Q2: 643 shares 643 $240K 0.05% -145 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,781 shares; 2024Q4: 3,313 shares; 2025Q1: not reported; 2025Q2: 3,320 shares; 2025Q3: 3,330 shares; 2025Q4: 3,173 shares; 2026Q1: 3,904 shares; 2026Q2: 3,647 shares 3,647 $239K 0.05% -257 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: 7,422 shares; 2024Q4: 3,701 shares; 2025Q1: 3,407 shares; 2025Q2: 3,561 shares; 2025Q3: 2,462 shares; 2025Q4: 1,586 shares; 2026Q1: 1,606 shares; 2026Q2: 573 shares 573 $238K 0.05% -1,033 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,206 shares; 2025Q1: 4,217 shares; 2025Q2: 2,285 shares; 2025Q3: 2,371 shares; 2025Q4: 2,376 shares; 2026Q1: 2,224 shares; 2026Q2: 2,257 shares 2,257 $235K 0.04% +33 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,074 shares; 2024Q4: 25,471 shares; 2025Q1: 36,909 shares; 2025Q2: 27,889 shares; 2025Q3: 27,167 shares; 2025Q4: 29,971 shares; 2026Q1: 23,963 shares; 2026Q2: 8,708 shares 8,708 $231K 0.04% -15,255 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,639 shares; 2025Q3: 5,599 shares; 2025Q4: not reported; 2026Q1: 5,488 shares; 2026Q2: 5,503 shares 5,503 $231K 0.04% +15 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: not reported; 2024Q4: 4,543 shares; 2025Q1: 4,690 shares; 2025Q2: not reported; 2025Q3: 778 shares; 2025Q4: 629 shares; 2026Q1: 517 shares; 2026Q2: 2,678 shares 2,678 $231K 0.04% +2,161 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,341 shares; 2026Q2: 1,465 shares 1,465 $230K 0.04% +124 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,203 shares; 2024Q4: 2,496 shares; 2025Q1: 2,435 shares; 2025Q2: 2,482 shares; 2025Q3: 2,480 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,364 shares 2,364 $229K 0.04% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,030 shares; 2024Q4: 2,626 shares; 2025Q1: 2,624 shares; 2025Q2: 2,487 shares; 2025Q3: 2,498 shares; 2025Q4: 2,419 shares; 2026Q1: 2,502 shares; 2026Q2: 2,409 shares 2,409 $228K 0.04% -93 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,457 shares 1,457 $227K 0.04% new Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,946 shares; 2024Q4: 13,658 shares; 2025Q1: not reported; 2025Q2: 12,092 shares; 2025Q3: 21,937 shares; 2025Q4: 22,025 shares; 2026Q1: not reported; 2026Q2: 2,867 shares 2,867 $225K 0.04% new Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 6,225 shares; 2025Q4: 5,879 shares; 2026Q1: not reported; 2026Q2: 5,269 shares 5,269 $223K 0.04% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,695 shares 6,695 $223K 0.04% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,924 shares 2,924 $222K 0.04% new 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: 27,682 shares; 2024Q4: 1,475 shares; 2025Q1: not reported; 2025Q2: 15,079 shares; 2025Q3: 1,138 shares; 2025Q4: not reported; 2026Q1: 20,347 shares; 2026Q2: 1,034 shares 1,034 $220K 0.04% -19,313 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,884 shares; 2024Q4: 5,631 shares; 2025Q1: 5,969 shares; 2025Q2: 6,430 shares; 2025Q3: not reported; 2025Q4: 6,310 shares; 2026Q1: 6,423 shares; 2026Q2: 6,325 shares 6,325 $215K 0.04% -98 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,240 shares; 2026Q1: not reported; 2026Q2: 5,240 shares 5,240 $215K 0.04% new 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: not reported; 2024Q4: 1,110 shares; 2025Q1: 1,071 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 1,010 shares; 2026Q2: 1,006 shares 1,006 $214K 0.04% -4 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,780 shares; 2025Q1: 1,813 shares; 2025Q2: 1,844 shares; 2025Q3: 1,867 shares; 2025Q4: 1,888 shares; 2026Q1: 1,864 shares; 2026Q2: 585 shares 585 $214K 0.04% -1,279 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 4,092 shares 4,092 $213K 0.04% 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: 622 shares 622 $213K 0.04% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,403 shares; 2024Q4: 2,398 shares; 2025Q1: 2,399 shares; 2025Q2: 2,400 shares; 2025Q3: 2,401 shares; 2025Q4: 2,392 shares; 2026Q1: 2,391 shares; 2026Q2: 2,309 shares 2,309 $213K 0.04% -82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,162 shares; 2026Q2: 2,193 shares 2,193 $213K 0.04% +31 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,676 shares 1,676 $213K 0.04% new Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,733 shares; 2026Q2: 2,733 shares 2,733 $210K 0.04% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,763 shares; 2025Q2: 3,763 shares; 2025Q3: 3,169 shares; 2025Q4: 2,837 shares; 2026Q1: 2,794 shares; 2026Q2: 2,778 shares 2,778 $210K 0.04% -16 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,610 shares 2,610 $209K 0.04% new Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,531 shares 2,531 $208K 0.04% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,033 shares; 2024Q4: 3,239 shares; 2025Q1: 2,560 shares; 2025Q2: 2,251 shares; 2025Q3: 2,181 shares; 2025Q4: 2,102 shares; 2026Q1: 1,477 shares; 2026Q2: 733 shares 733 $208K 0.04% -744 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 914 shares; 2024Q4: 1,148 shares; 2025Q1: 1,252 shares; 2025Q2: 1,234 shares; 2025Q3: 1,350 shares; 2025Q4: 1,418 shares; 2026Q1: 1,751 shares; 2026Q2: 782 shares 782 $204K 0.04% -969 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,184 shares; 2024Q4: 11,908 shares; 2025Q1: 12,440 shares; 2025Q2: 12,391 shares; 2025Q3: 12,485 shares; 2025Q4: 11,944 shares; 2026Q1: 10,913 shares; 2026Q2: 10,639 shares 10,639 $196K 0.04% -274 Timeline PCG PG&E CORP More: the full row for PG&E 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: 10,591 shares; 2026Q1: 11,253 shares; 2026Q2: 11,551 shares 11,551 $194K 0.04% +298 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,272 shares; 2024Q4: 58,972 shares; 2025Q1: 58,972 shares; 2025Q2: 58,972 shares; 2025Q3: 62,172 shares; 2025Q4: 58,322 shares; 2026Q1: 56,472 shares; 2026Q2: 56,472 shares 56,472 $155K 0.03% 0 Timeline TRLV TRULIEVE CANNABIS CORP More: the full row for TRULIEVE CANNABIS 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: 15,365 shares 15,365 $151K 0.03% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,399 shares; 2024Q4: 28,800 shares; 2025Q1: 28,800 shares; 2025Q2: 28,800 shares; 2025Q3: 28,800 shares; 2025Q4: 28,800 shares; 2026Q1: 28,800 shares; 2026Q2: 28,700 shares 28,700 $143K 0.03% -100 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY 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: 14,075 shares 14,075 $98.4K 0.02% new Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,783 shares; 2025Q3: 34,783 shares; 2025Q4: 34,783 shares; 2026Q1: 34,865 shares; 2026Q2: 34,842 shares 34,842 $94.8K 0.02% -23 Timeline MNTS MOMENTUS INC More: the full row for MOMENTUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $67.2K 0.01% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,572 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,223 shares 11,223 $43.2K 0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 15,000 shares 15,000 $40.6K 0.01% +5,000 Timeline EVGO EVGO INC More: the full row for EVGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,500 shares; 2024Q4: 14,500 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares; 2025Q3: 14,500 shares; 2025Q4: 14,500 shares; 2026Q1: 14,127 shares; 2026Q2: 14,127 shares 14,127 $27K 0.01% 0 Timeline