ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,599,176 shares; 2024Q4: 2,599,176 shares; 2025Q1: 2,382,041 shares; 2025Q2: 2,347,722 shares; 2025Q3: 2,586,253 shares; 2025Q4: 2,391,373 shares; 2026Q1: 2,342,199 shares; 2026Q2: 2,335,268 shares 2,335,268 $231M 18.57% -6,931 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: 2,472,250 shares; 2024Q4: 2,483,760 shares; 2025Q1: 2,410,102 shares; 2025Q2: 2,397,655 shares; 2025Q3: 2,381,322 shares; 2025Q4: 2,333,788 shares; 2026Q1: 2,310,836 shares; 2026Q2: 2,298,403 shares 2,298,403 $102M 8.2% -12,433 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,208 shares; 2024Q4: 17,210 shares; 2025Q1: 125,771 shares; 2025Q2: 407,930 shares; 2025Q3: 631,384 shares; 2025Q4: 721,936 shares; 2026Q1: 989,477 shares; 2026Q2: 1,071,907 shares 1,071,907 $87.9M 7.07% +82,430 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: 996,138 shares; 2024Q4: 993,253 shares; 2025Q1: 1,100,527 shares; 2025Q2: 1,252,551 shares; 2025Q3: 1,379,082 shares; 2025Q4: 1,428,375 shares; 2026Q1: 1,573,458 shares; 2026Q2: 1,783,165 shares 1,783,165 $65.7M 5.28% +209,707 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,440 shares; 2024Q4: 32,522 shares; 2025Q1: 440,358 shares; 2025Q2: 467,099 shares; 2025Q3: 491,087 shares; 2025Q4: 508,833 shares; 2026Q1: 515,285 shares; 2026Q2: 525,305 shares 525,305 $44M 3.54% +10,020 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: 849,950 shares; 2024Q4: 895,035 shares; 2025Q1: 893,680 shares; 2025Q2: 902,412 shares; 2025Q3: 896,025 shares; 2025Q4: 855,347 shares; 2026Q1: 844,333 shares; 2026Q2: 837,560 shares 837,560 $34.5M 2.78% -6,773 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 338,645 shares; 2024Q4: 337,724 shares; 2025Q1: 337,618 shares; 2025Q2: 335,693 shares; 2025Q3: 334,596 shares; 2025Q4: 334,036 shares; 2026Q1: 332,836 shares; 2026Q2: 330,573 shares 330,573 $31.8M 2.56% -2,263 Timeline DFUV 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: 22,382 shares; 2024Q4: 22,382 shares; 2025Q1: 530,110 shares; 2025Q2: 549,843 shares; 2025Q3: 547,891 shares; 2025Q4: 546,827 shares; 2026Q1: 544,342 shares; 2026Q2: 542,430 shares 542,430 $29.8M 2.4% -1,912 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 390,651 shares; 2024Q4: 390,651 shares; 2025Q1: 389,546 shares; 2025Q2: 386,546 shares; 2025Q3: 386,546 shares; 2025Q4: 386,546 shares; 2026Q1: 386,546 shares; 2026Q2: 386,413 shares 386,413 $28.3M 2.28% -133 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,332 shares; 2024Q4: 25,386 shares; 2025Q1: 363,521 shares; 2025Q2: 367,859 shares; 2025Q3: 371,527 shares; 2025Q4: 387,669 shares; 2026Q1: 386,221 shares; 2026Q2: 384,826 shares 384,826 $20.8M 1.67% -1,395 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: 6,976 shares; 2024Q4: 6,976 shares; 2025Q1: 224,275 shares; 2025Q2: 227,424 shares; 2025Q3: 227,525 shares; 2025Q4: 247,036 shares; 2026Q1: 252,204 shares; 2026Q2: 251,896 shares 251,896 $20.7M 1.67% -308 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: 76,638 shares; 2024Q4: 76,914 shares; 2025Q1: 75,437 shares; 2025Q2: 73,664 shares; 2025Q3: 77,504 shares; 2025Q4: 75,037 shares; 2026Q1: 69,914 shares; 2026Q2: 68,905 shares 68,905 $19.9M 1.6% -1,009 Timeline DISV 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: 478,275 shares; 2024Q4: 483,365 shares; 2025Q1: 445,081 shares; 2025Q2: 439,644 shares; 2025Q3: 436,602 shares; 2025Q4: 423,681 shares; 2026Q1: 418,585 shares; 2026Q2: 414,353 shares 414,353 $16.6M 1.34% -4,232 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,516 shares; 2024Q4: 202,350 shares; 2025Q1: 202,350 shares; 2025Q2: 200,354 shares; 2025Q3: 199,662 shares; 2025Q4: 195,757 shares; 2026Q1: 193,374 shares; 2026Q2: 193,131 shares 193,131 $16.2M 1.3% -243 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: 139,052 shares; 2024Q4: 139,513 shares; 2025Q1: 155,934 shares; 2025Q2: 153,196 shares; 2025Q3: 152,780 shares; 2025Q4: 168,257 shares; 2026Q1: 164,784 shares; 2026Q2: 163,496 shares 163,496 $15.8M 1.27% -1,288 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: 68,210 shares; 2024Q4: 66,020 shares; 2025Q1: 66,583 shares; 2025Q2: 70,692 shares; 2025Q3: 69,700 shares; 2025Q4: 70,298 shares; 2026Q1: 71,105 shares; 2026Q2: 72,730 shares 72,730 $14.6M 1.17% +1,625 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: 77,543 shares; 2024Q4: 77,377 shares; 2025Q1: 77,311 shares; 2025Q2: 78,064 shares; 2025Q3: 77,363 shares; 2025Q4: 76,404 shares; 2026Q1: 72,816 shares; 2026Q2: 72,271 shares 72,271 $13.7M 1.1% -545 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: 54,073 shares; 2025Q2: 148,232 shares; 2025Q3: 260,677 shares; 2025Q4: 352,787 shares; 2026Q1: 462,365 shares; 2026Q2: 518,972 shares 518,972 $13.6M 1.09% +56,607 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 292,964 shares; 2024Q4: 292,952 shares; 2025Q1: 292,429 shares; 2025Q2: 296,957 shares; 2025Q3: 296,746 shares; 2025Q4: 296,746 shares; 2026Q1: 170,065 shares; 2026Q2: 147,309 shares 147,309 $11.8M 0.95% -22,756 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: 90,351 shares; 2024Q4: 90,146 shares; 2025Q1: 67,817 shares; 2025Q2: 66,526 shares; 2025Q3: 67,195 shares; 2025Q4: 67,738 shares; 2026Q1: 66,098 shares; 2026Q2: 68,711 shares 68,711 $11.4M 0.92% +2,613 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: 55,675 shares; 2024Q4: 55,317 shares; 2025Q1: 54,351 shares; 2025Q2: 55,188 shares; 2025Q3: 55,416 shares; 2025Q4: 53,966 shares; 2026Q1: 52,725 shares; 2026Q2: 53,986 shares 53,986 $10.3M 0.83% +1,261 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 83,858 shares; 2025Q2: 80,884 shares; 2025Q3: 80,884 shares; 2025Q4: 80,884 shares; 2026Q1: 79,583 shares; 2026Q2: 79,583 shares 79,583 $10.2M 0.82% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 217,176 shares; 2026Q1: 219,148 shares; 2026Q2: 113,999 shares 113,999 $8.63M 0.69% -105,149 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: 10,203 shares; 2024Q4: 9,304 shares; 2025Q1: 9,766 shares; 2025Q2: 9,589 shares; 2025Q3: 9,699 shares; 2025Q4: 9,663 shares; 2026Q1: 9,700 shares; 2026Q2: 9,725 shares 9,725 $7.26M 0.58% +25 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417 shares; 2024Q4: 1,417 shares; 2025Q1: 22,129 shares; 2025Q2: 23,783 shares; 2025Q3: 25,500 shares; 2025Q4: 28,431 shares; 2026Q1: 28,475 shares; 2026Q2: 28,355 shares 28,355 $6.49M 0.52% -120 Timeline DFLV 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: 197,600 shares; 2024Q4: 210,960 shares; 2025Q1: 199,943 shares; 2025Q2: 197,594 shares; 2025Q3: 189,739 shares; 2025Q4: 175,324 shares; 2026Q1: 164,233 shares; 2026Q2: 157,462 shares 157,462 $6.23M 0.5% -6,771 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,781 shares; 2024Q4: 33,781 shares; 2025Q1: 33,781 shares; 2025Q2: 33,781 shares; 2025Q3: 33,131 shares; 2025Q4: 33,131 shares; 2026Q1: 33,131 shares; 2026Q2: 26,341 shares 26,341 $5.87M 0.47% -6,790 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,788 shares; 2024Q4: 11,308 shares; 2025Q1: 13,825 shares; 2025Q2: 14,159 shares; 2025Q3: 14,164 shares; 2025Q4: 14,323 shares; 2026Q1: 15,828 shares; 2026Q2: 15,832 shares 15,832 $5.86M 0.47% +4 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: 53,227 shares; 2024Q4: 53,083 shares; 2025Q1: 53,330 shares; 2025Q2: 53,221 shares; 2025Q3: 56,052 shares; 2025Q4: 56,903 shares; 2026Q1: 55,368 shares; 2026Q2: 54,044 shares 54,044 $5.56M 0.45% -1,324 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 94,115 shares; 2025Q2: 97,797 shares; 2025Q3: 88,511 shares; 2025Q4: 89,594 shares; 2026Q1: 94,437 shares; 2026Q2: 70,872 shares 70,872 $5.4M 0.43% -23,565 Timeline VDE 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: 440 shares; 2024Q4: 442 shares; 2025Q1: 26,770 shares; 2025Q2: 29,338 shares; 2025Q3: 32,461 shares; 2025Q4: 35,757 shares; 2026Q1: 35,916 shares; 2026Q2: 35,822 shares 35,822 $5.38M 0.43% -94 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,465 shares; 2024Q4: 6,465 shares; 2025Q1: 6,229 shares; 2025Q2: 6,242 shares; 2025Q3: 6,269 shares; 2025Q4: 6,344 shares; 2026Q1: 7,768 shares; 2026Q2: 7,592 shares 7,592 $5.21M 0.42% -176 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: 15,754 shares; 2024Q4: 15,793 shares; 2025Q1: 15,507 shares; 2025Q2: 17,020 shares; 2025Q3: 16,889 shares; 2025Q4: 16,903 shares; 2026Q1: 10,834 shares; 2026Q2: 14,232 shares 14,232 $5.03M 0.4% +3,398 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: 40,114 shares; 2024Q4: 40,114 shares; 2025Q1: 40,503 shares; 2025Q2: 40,608 shares; 2025Q3: 39,921 shares; 2025Q4: 40,065 shares; 2026Q1: 36,867 shares; 2026Q2: 37,791 shares 37,791 $4.87M 0.39% +924 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: 33,531 shares; 2024Q4: 33,478 shares; 2025Q1: 33,829 shares; 2025Q2: 33,775 shares; 2025Q3: 33,923 shares; 2025Q4: 33,773 shares; 2026Q1: 35,315 shares; 2026Q2: 34,945 shares 34,945 $4.73M 0.38% -370 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 132,727 shares; 2026Q1: 164,216 shares; 2026Q2: 184,782 shares 184,782 $4.53M 0.36% +20,566 Timeline DSTL 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: 6,496 shares; 2024Q4: 6,503 shares; 2025Q1: 9,004 shares; 2025Q2: 9,805 shares; 2025Q3: 50,100 shares; 2025Q4: 57,198 shares; 2026Q1: 74,124 shares; 2026Q2: 75,250 shares 75,250 $4.51M 0.36% +1,126 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: 18,906 shares; 2024Q4: 18,654 shares; 2025Q1: 17,779 shares; 2025Q2: 17,334 shares; 2025Q3: 17,279 shares; 2025Q4: 17,448 shares; 2026Q1: 16,520 shares; 2026Q2: 17,492 shares 17,492 $4.47M 0.36% +972 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 32,626 shares 32,626 $4.46M 0.36% new 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: 21,388 shares; 2024Q4: 21,295 shares; 2025Q1: 20,226 shares; 2025Q2: 18,984 shares; 2025Q3: 18,380 shares; 2025Q4: 18,552 shares; 2026Q1: 11,594 shares; 2026Q2: 11,068 shares 11,068 $4.18M 0.34% -526 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,851 shares; 2024Q4: 3,841 shares; 2025Q1: 3,841 shares; 2025Q2: 3,831 shares; 2025Q3: 3,967 shares; 2025Q4: 3,913 shares; 2026Q1: 3,948 shares; 2026Q2: 3,857 shares 3,857 $4.11M 0.33% -91 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,497 shares; 2024Q4: 58,794 shares; 2025Q1: 57,371 shares; 2025Q2: 57,372 shares; 2025Q3: 61,092 shares; 2025Q4: 56,630 shares; 2026Q1: 54,714 shares; 2026Q2: 55,928 shares 55,928 $4.1M 0.33% +1,214 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: 52,004 shares; 2024Q4: 54,207 shares; 2025Q1: 53,187 shares; 2025Q2: 52,597 shares; 2025Q3: 51,621 shares; 2025Q4: 51,375 shares; 2026Q1: 48,634 shares; 2026Q2: 49,997 shares 49,997 $4.06M 0.33% +1,363 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: 5,687 shares; 2024Q4: 5,687 shares; 2025Q1: 42,375 shares; 2025Q2: 42,375 shares; 2025Q3: 42,375 shares; 2025Q4: 42,375 shares; 2026Q1: 42,375 shares; 2026Q2: 42,375 shares 42,375 $3.87M 0.31% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,780 shares; 2024Q4: 14,780 shares; 2025Q1: 11,727 shares; 2025Q2: 11,443 shares; 2025Q3: 15,250 shares; 2025Q4: 15,229 shares; 2026Q1: 15,228 shares; 2026Q2: 15,264 shares 15,264 $3.63M 0.29% +36 Timeline DFGR 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: 142,958 shares; 2024Q4: 159,330 shares; 2025Q1: 147,143 shares; 2025Q2: 141,374 shares; 2025Q3: 139,094 shares; 2025Q4: 129,964 shares; 2026Q1: 127,832 shares; 2026Q2: 124,656 shares 124,656 $3.61M 0.29% -3,176 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: 3,306 shares; 2024Q4: 3,087 shares; 2025Q1: 2,129 shares; 2025Q2: 1,964 shares; 2025Q3: 2,594 shares; 2025Q4: 2,040 shares; 2026Q1: 2,988 shares; 2026Q2: 2,982 shares 2,982 $3.58M 0.29% -6 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: 40,655 shares; 2024Q4: 40,655 shares; 2025Q1: 40,655 shares; 2025Q2: 40,882 shares; 2025Q3: 40,926 shares; 2025Q4: 39,720 shares; 2026Q1: 39,815 shares; 2026Q2: 39,851 shares 39,851 $3.27M 0.26% +36 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,465 shares; 2025Q2: 12,465 shares; 2025Q3: 12,465 shares; 2025Q4: 12,465 shares; 2026Q1: 12,465 shares; 2026Q2: 12,465 shares 12,465 $3.14M 0.25% 0 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: 12,442 shares; 2024Q4: 12,753 shares; 2025Q1: 14,260 shares; 2025Q2: 14,120 shares; 2025Q3: 14,165 shares; 2025Q4: 14,071 shares; 2026Q1: 12,006 shares; 2026Q2: 12,180 shares 12,180 $3.09M 0.25% +174 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: 2,567 shares; 2024Q4: 2,567 shares; 2025Q1: 14,491 shares; 2025Q2: 14,491 shares; 2025Q3: 14,506 shares; 2025Q4: 14,333 shares; 2026Q1: 14,392 shares; 2026Q2: 14,028 shares 14,028 $3.06M 0.25% -364 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,567 shares; 2024Q4: 48,567 shares; 2025Q1: 46,497 shares; 2025Q2: 46,497 shares; 2025Q3: 46,497 shares; 2025Q4: 46,497 shares; 2026Q1: 45,400 shares; 2026Q2: 45,400 shares 45,400 $2.98M 0.24% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,730 shares; 2024Q4: 29,730 shares; 2025Q1: 29,730 shares; 2025Q2: 29,730 shares; 2025Q3: 29,730 shares; 2025Q4: 29,730 shares; 2026Q1: 29,730 shares; 2026Q2: 29,730 shares 29,730 $2.92M 0.24% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,991 shares; 2024Q4: 22,991 shares; 2025Q1: 22,961 shares; 2025Q2: 22,961 shares; 2025Q3: 23,665 shares; 2025Q4: 23,400 shares; 2026Q1: 23,596 shares; 2026Q2: 23,632 shares 23,632 $2.87M 0.23% +36 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,495 shares; 2024Q4: 27,154 shares; 2025Q1: 25,815 shares; 2025Q2: 26,435 shares; 2025Q3: 24,360 shares; 2025Q4: 24,032 shares; 2026Q1: 25,520 shares; 2026Q2: 25,153 shares 25,153 $2.85M 0.23% -367 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: 13,975 shares; 2024Q4: 14,962 shares; 2025Q1: 14,919 shares; 2025Q2: 15,067 shares; 2025Q3: 15,315 shares; 2025Q4: 14,835 shares; 2026Q1: 11,878 shares; 2026Q2: 11,289 shares 11,289 $2.84M 0.23% -589 Timeline DUSB 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: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 24,268 shares; 2025Q4: 32,848 shares; 2026Q1: 39,254 shares; 2026Q2: 53,750 shares 53,750 $2.73M 0.22% +14,496 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,436 shares; 2025Q2: 26,436 shares; 2025Q3: 26,436 shares; 2025Q4: 26,436 shares; 2026Q1: 26,436 shares; 2026Q2: 26,436 shares 26,436 $2.59M 0.21% 0 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: 53,748 shares; 2024Q4: 53,310 shares; 2025Q1: 53,030 shares; 2025Q2: 53,001 shares; 2025Q3: 52,598 shares; 2025Q4: 51,728 shares; 2026Q1: 50,467 shares; 2026Q2: 50,010 shares 50,010 $2.59M 0.21% -457 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: 355 shares; 2024Q4: 624 shares; 2025Q1: 542 shares; 2025Q2: 526 shares; 2025Q3: 297 shares; 2025Q4: 79 shares; 2026Q1: 1,749 shares; 2026Q2: 2,190 shares 2,190 $2.53M 0.2% +441 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,040 shares; 2024Q4: 9,128 shares; 2025Q1: 8,654 shares; 2025Q2: 8,660 shares; 2025Q3: 17,536 shares; 2025Q4: 16,875 shares; 2026Q1: 17,576 shares; 2026Q2: 18,038 shares 18,038 $2.52M 0.2% +462 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: 1,321 shares; 2024Q4: 1,670 shares; 2025Q1: 3,002 shares; 2025Q2: 3,756 shares; 2025Q3: 3,983 shares; 2025Q4: 4,697 shares; 2026Q1: 4,479 shares; 2026Q2: 5,963 shares 5,963 $2.51M 0.2% +1,484 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: 9,722 shares; 2024Q4: 9,722 shares; 2025Q1: 10,135 shares; 2025Q2: 10,124 shares; 2025Q3: 10,118 shares; 2025Q4: 10,218 shares; 2026Q1: 10,118 shares; 2026Q2: 10,093 shares 10,093 $2.39M 0.19% -25 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: 37,015 shares; 2024Q4: 36,199 shares; 2025Q1: 34,318 shares; 2025Q2: 35,139 shares; 2025Q3: 40,412 shares; 2025Q4: 39,770 shares; 2026Q1: 40,980 shares; 2026Q2: 41,153 shares 41,153 $2.34M 0.19% +173 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 832 shares; 2024Q4: 643 shares; 2025Q1: 589 shares; 2025Q2: 1,546 shares; 2025Q3: 1,613 shares; 2025Q4: 2,587 shares; 2026Q1: 2,472 shares; 2026Q2: 1,995 shares 1,995 $2.34M 0.19% -477 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: 7,518 shares; 2024Q4: 7,655 shares; 2025Q1: 7,811 shares; 2025Q2: 7,643 shares; 2025Q3: 7,533 shares; 2025Q4: 7,352 shares; 2026Q1: 4,905 shares; 2026Q2: 4,521 shares 4,521 $2.26M 0.18% -384 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: 26,763 shares; 2024Q4: 26,764 shares; 2025Q1: 26,307 shares; 2025Q2: 26,351 shares; 2025Q3: 26,519 shares; 2025Q4: 26,634 shares; 2026Q1: 26,393 shares; 2026Q2: 26,449 shares 26,449 $2.21M 0.18% +56 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,863 shares; 2024Q4: 14,833 shares; 2025Q1: 20,179 shares; 2025Q2: 20,843 shares; 2025Q3: 20,843 shares; 2025Q4: 20,843 shares; 2026Q1: 25,755 shares; 2026Q2: 25,755 shares 25,755 $2.2M 0.18% 0 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: 6,364 shares; 2024Q4: 6,364 shares; 2025Q1: 6,254 shares; 2025Q2: 6,212 shares; 2025Q3: 6,261 shares; 2025Q4: 6,331 shares; 2026Q1: 6,571 shares; 2026Q2: 6,554 shares 6,554 $2.16M 0.17% -17 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,193 shares; 2024Q4: 6,936 shares; 2025Q1: 6,690 shares; 2025Q2: 7,656 shares; 2025Q3: 26,284 shares; 2025Q4: 26,088 shares; 2026Q1: 24,553 shares; 2026Q2: 26,002 shares 26,002 $2.15M 0.17% +1,449 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,656 shares; 2024Q4: 22,656 shares; 2025Q1: 22,656 shares; 2025Q2: 22,656 shares; 2025Q3: 22,656 shares; 2025Q4: 22,656 shares; 2026Q1: 22,656 shares; 2026Q2: 22,656 shares 22,656 $2.07M 0.17% 0 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: 24,088 shares; 2024Q4: 14,998 shares; 2025Q1: 18,069 shares; 2025Q2: 17,594 shares; 2025Q3: 16,074 shares; 2025Q4: 14,145 shares; 2026Q1: 14,556 shares; 2026Q2: 14,650 shares 14,650 $2.05M 0.16% +94 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,828 shares; 2024Q4: 23,800 shares; 2025Q1: 24,092 shares; 2025Q2: 24,213 shares; 2025Q3: 24,322 shares; 2025Q4: 24,244 shares; 2026Q1: 24,903 shares; 2026Q2: 25,820 shares 25,820 $2.01M 0.16% +917 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,666 shares; 2024Q4: 2,883 shares; 2025Q1: 1,922 shares; 2025Q2: 2,793 shares; 2025Q3: 2,947 shares; 2025Q4: 3,424 shares; 2026Q1: 4,107 shares; 2026Q2: 4,146 shares 4,146 $1.98M 0.16% +39 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,650 shares; 2024Q4: 1,650 shares; 2025Q1: 19,331 shares; 2025Q2: 19,331 shares; 2025Q3: 19,174 shares; 2025Q4: 19,174 shares; 2026Q1: 19,032 shares; 2026Q2: 19,032 shares 19,032 $1.96M 0.16% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,036 shares; 2024Q4: 14,145 shares; 2025Q1: 12,621 shares; 2025Q2: 12,708 shares; 2025Q3: 13,751 shares; 2025Q4: 13,242 shares; 2026Q1: 14,643 shares; 2026Q2: 15,221 shares 15,221 $1.96M 0.16% +578 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: 20,514 shares; 2024Q4: 16,721 shares; 2025Q1: 16,284 shares; 2025Q2: 15,524 shares; 2025Q3: 15,754 shares; 2025Q4: 15,727 shares; 2026Q1: 16,389 shares; 2026Q2: 16,476 shares 16,476 $1.94M 0.16% +87 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: 29,158 shares; 2024Q4: 29,158 shares; 2025Q1: 29,129 shares; 2025Q2: 29,129 shares; 2025Q3: 29,230 shares; 2025Q4: 29,002 shares; 2026Q1: 25,994 shares; 2026Q2: 26,010 shares 26,010 $1.86M 0.15% +16 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,648 shares; 2024Q4: 3,648 shares; 2025Q1: 3,648 shares; 2025Q2: 3,630 shares; 2025Q3: 3,685 shares; 2025Q4: 3,659 shares; 2026Q1: 4,225 shares; 2026Q2: 4,408 shares 4,408 $1.75M 0.14% +183 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,582 shares; 2024Q4: 44,082 shares; 2025Q1: 44,082 shares; 2025Q2: 44,082 shares; 2025Q3: 44,082 shares; 2025Q4: 44,082 shares; 2026Q1: 40,082 shares; 2026Q2: 40,082 shares 40,082 $1.74M 0.14% 0 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: 13,336 shares; 2024Q4: 13,336 shares; 2025Q1: 13,336 shares; 2025Q2: 13,099 shares; 2025Q3: 13,736 shares; 2025Q4: 12,286 shares; 2026Q1: 9,926 shares; 2026Q2: 10,381 shares 10,381 $1.72M 0.14% +455 Timeline JEPQ 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: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 24,900 shares; 2025Q2: 27,900 shares; 2025Q3: 27,900 shares; 2025Q4: 27,900 shares; 2026Q1: 27,900 shares; 2026Q2: 27,900 shares 27,900 $1.71M 0.14% 0 Timeline IGV 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: 18,648 shares 18,648 $1.69M 0.14% new Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,186 shares; 2025Q2: 17,186 shares; 2025Q3: 17,186 shares; 2025Q4: 17,186 shares; 2026Q1: 17,186 shares; 2026Q2: 17,186 shares 17,186 $1.66M 0.13% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 4,006 shares; 2025Q1: 4,018 shares; 2025Q2: 4,028 shares; 2025Q3: 4,041 shares; 2025Q4: 4,609 shares; 2026Q1: 5,156 shares; 2026Q2: 5,509 shares 5,509 $1.64M 0.13% +353 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: 3,319 shares; 2024Q4: 3,319 shares; 2025Q1: 3,319 shares; 2025Q2: 3,319 shares; 2025Q3: 3,319 shares; 2025Q4: 3,399 shares; 2026Q1: 3,170 shares; 2026Q2: 19,056 shares 19,056 $1.64M 0.13% +15,886 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,908 shares; 2025Q2: 20,908 shares; 2025Q3: 20,908 shares; 2025Q4: 20,908 shares; 2026Q1: 20,908 shares; 2026Q2: 20,908 shares 20,908 $1.62M 0.13% 0 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: 117,005 shares; 2024Q4: 118,986 shares; 2025Q1: 118,986 shares; 2025Q2: 118,986 shares; 2025Q3: 118,986 shares; 2025Q4: 118,986 shares; 2026Q1: 122,574 shares; 2026Q2: 124,179 shares 124,179 $1.6M 0.13% +1,605 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: 10,714 shares; 2024Q4: 10,714 shares; 2025Q1: 10,714 shares; 2025Q2: 10,275 shares; 2025Q3: 10,311 shares; 2025Q4: 10,311 shares; 2026Q1: 11,616 shares; 2026Q2: 11,664 shares 11,664 $1.58M 0.13% +48 Timeline AVDE 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: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 18,254 shares; 2025Q2: 17,675 shares; 2025Q3: 17,675 shares; 2025Q4: 17,675 shares; 2026Q1: 17,675 shares; 2026Q2: 17,675 shares 17,675 $1.58M 0.13% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,657 shares; 2025Q2: 28,657 shares; 2025Q3: 28,657 shares; 2025Q4: 28,657 shares; 2026Q1: 26,392 shares; 2026Q2: 26,392 shares 26,392 $1.56M 0.13% 0 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: 3,679 shares; 2024Q4: 3,679 shares; 2025Q1: 3,215 shares; 2025Q2: 3,150 shares; 2025Q3: 3,080 shares; 2025Q4: 3,080 shares; 2026Q1: 3,014 shares; 2026Q2: 3,022 shares 3,022 $1.54M 0.12% +8 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,267 shares; 2024Q4: 678 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 817 shares; 2025Q4: 837 shares; 2026Q1: 911 shares; 2026Q2: 765 shares 765 $1.52M 0.12% -146 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,416 shares; 2024Q4: 2,442 shares; 2025Q1: 2,258 shares; 2025Q2: 2,243 shares; 2025Q3: 2,163 shares; 2025Q4: 2,209 shares; 2026Q1: 2,177 shares; 2026Q2: 2,390 shares 2,390 $1.52M 0.12% +213 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,728 shares; 2024Q4: 43,728 shares; 2025Q1: 43,728 shares; 2025Q2: 43,728 shares; 2025Q3: 43,728 shares; 2025Q4: 42,728 shares; 2026Q1: 41,778 shares; 2026Q2: 40,946 shares 40,946 $1.51M 0.12% -832 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: 6,990 shares; 2024Q4: 6,990 shares; 2025Q1: 7,834 shares; 2025Q2: 8,044 shares; 2025Q3: 8,015 shares; 2025Q4: 6,845 shares; 2026Q1: 6,963 shares; 2026Q2: 8,210 shares 8,210 $1.49M 0.12% +1,247 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: 2,416 shares; 2024Q4: 1,199 shares; 2025Q1: 2,571 shares; 2025Q2: 1,522 shares; 2025Q3: 1,233 shares; 2025Q4: 2,024 shares; 2026Q1: 6,779 shares; 2026Q2: 11,812 shares 11,812 $1.47M 0.12% +5,033 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,192 shares; 2025Q2: 19,192 shares; 2025Q3: 19,320 shares; 2025Q4: 17,706 shares; 2026Q1: 17,750 shares; 2026Q2: 17,623 shares 17,623 $1.45M 0.12% -127 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: not reported; 2024Q4: not reported; 2025Q1: 15,712 shares; 2025Q2: 14,901 shares; 2025Q3: 16,804 shares; 2025Q4: 16,411 shares; 2026Q1: 16,296 shares; 2026Q2: 14,865 shares 14,865 $1.44M 0.12% -1,431 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,244 shares; 2024Q4: 5,244 shares; 2025Q1: 5,104 shares; 2025Q2: 5,104 shares; 2025Q3: 5,252 shares; 2025Q4: 5,134 shares; 2026Q1: 5,162 shares; 2026Q2: 5,171 shares 5,171 $1.43M 0.11% +9 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,418 shares; 2024Q4: 7,400 shares; 2025Q1: 7,045 shares; 2025Q2: 6,994 shares; 2025Q3: 6,838 shares; 2025Q4: 6,776 shares; 2026Q1: 5,405 shares; 2026Q2: 5,230 shares 5,230 $1.41M 0.11% -175 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,201 shares; 2024Q4: 18,201 shares; 2025Q1: 17,976 shares; 2025Q2: 17,976 shares; 2025Q3: 17,976 shares; 2025Q4: 17,976 shares; 2026Q1: 17,976 shares; 2026Q2: 17,976 shares 17,976 $1.41M 0.11% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,647 shares; 2024Q4: 2,405 shares; 2025Q1: 7,370 shares; 2025Q2: 4,897 shares; 2025Q3: 3,426 shares; 2025Q4: 6,167 shares; 2026Q1: 9,626 shares; 2026Q2: 5,673 shares 5,673 $1.38M 0.11% -3,953 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,797 shares; 2024Q4: 18,812 shares; 2025Q1: 26,672 shares; 2025Q2: 26,878 shares; 2025Q3: 26,853 shares; 2025Q4: 28,687 shares; 2026Q1: 27,558 shares; 2026Q2: 27,622 shares 27,622 $1.36M 0.11% +64 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 30,001 shares 30,001 $1.35M 0.11% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 17,206 shares; 2025Q2: 17,436 shares; 2025Q3: 17,436 shares; 2025Q4: 17,275 shares; 2026Q1: 17,336 shares; 2026Q2: 17,339 shares 17,339 $1.33M 0.11% +3 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: 7,685 shares 7,685 $1.31M 0.11% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,553 shares; 2024Q4: 1,623 shares; 2025Q1: 1,418 shares; 2025Q2: 1,583 shares; 2025Q3: 1,472 shares; 2025Q4: 1,263 shares; 2026Q1: 1,234 shares; 2026Q2: 1,275 shares 1,275 $1.29M 0.1% +41 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: 17,799 shares; 2024Q4: 9,162 shares; 2025Q1: 14,151 shares; 2025Q2: 13,556 shares; 2025Q3: 13,124 shares; 2025Q4: 12,371 shares; 2026Q1: 12,373 shares; 2026Q2: 12,441 shares 12,441 $1.29M 0.1% +68 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 290 shares; 2025Q4: 590 shares; 2026Q1: 1,611 shares; 2026Q2: 1,923 shares 1,923 $1.23M 0.1% +312 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,705 shares; 2024Q4: 21,822 shares; 2025Q1: 21,507 shares; 2025Q2: 23,077 shares; 2025Q3: 26,924 shares; 2025Q4: 22,891 shares; 2026Q1: 23,127 shares; 2026Q2: 21,655 shares 21,655 $1.22M 0.1% -1,472 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: 613 shares; 2024Q4: 711 shares; 2025Q1: 540 shares; 2025Q2: 758 shares; 2025Q3: 660 shares; 2025Q4: 1,099 shares; 2026Q1: 1,805 shares; 2026Q2: 1,650 shares 1,650 $1.19M 0.1% -155 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,077 shares; 2024Q4: 12,004 shares; 2025Q1: 9,383 shares; 2025Q2: 9,373 shares; 2025Q3: 9,373 shares; 2025Q4: 9,248 shares; 2026Q1: 8,169 shares; 2026Q2: 7,983 shares 7,983 $1.17M 0.09% -186 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: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 18,125 shares; 2026Q1: 24,995 shares; 2026Q2: 35,000 shares 35,000 $1.17M 0.09% +10,005 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: 4,270 shares; 2024Q4: 4,562 shares; 2025Q1: 4,183 shares; 2025Q2: 3,847 shares; 2025Q3: 3,847 shares; 2025Q4: 3,847 shares; 2026Q1: 4,658 shares; 2026Q2: 4,653 shares 4,653 $1.15M 0.09% -5 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 147 shares; 2026Q2: 498 shares 498 $1.13M 0.09% +351 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: 18,558 shares; 2024Q4: 18,643 shares; 2025Q1: 18,748 shares; 2025Q2: 18,294 shares; 2025Q3: 18,527 shares; 2025Q4: 18,805 shares; 2026Q1: 19,325 shares; 2026Q2: 19,360 shares 19,360 $1.12M 0.09% +35 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,910 shares; 2024Q4: 4,910 shares; 2025Q1: 23,090 shares; 2025Q2: 24,290 shares; 2025Q3: 24,290 shares; 2025Q4: 17,640 shares; 2026Q1: 17,409 shares; 2026Q2: 16,738 shares 16,738 $1.1M 0.09% -671 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: 30,872 shares; 2024Q4: 30,465 shares; 2025Q1: 31,327 shares; 2025Q2: 31,011 shares; 2025Q3: 30,495 shares; 2025Q4: 30,344 shares; 2026Q1: 28,569 shares; 2026Q2: 28,630 shares 28,630 $1.1M 0.09% +61 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,026 shares; 2025Q1: 2,026 shares; 2025Q2: 2,026 shares; 2025Q3: 2,006 shares; 2025Q4: 2,006 shares; 2026Q1: 2,006 shares; 2026Q2: 2,211 shares 2,211 $1.09M 0.09% +205 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,649 shares; 2024Q4: 2,350 shares; 2025Q1: 3,894 shares; 2025Q2: 3,800 shares; 2025Q3: 2,284 shares; 2025Q4: 2,156 shares; 2026Q1: 2,978 shares; 2026Q2: 3,108 shares 3,108 $1.06M 0.09% +130 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,514 shares; 2024Q4: 2,679 shares; 2025Q1: 2,930 shares; 2025Q2: 2,514 shares; 2025Q3: 2,592 shares; 2025Q4: 2,692 shares; 2026Q1: 3,265 shares; 2026Q2: 3,774 shares 3,774 $1.03M 0.08% +509 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,598 shares; 2024Q4: 22,598 shares; 2025Q1: 16,473 shares; 2025Q2: 16,473 shares; 2025Q3: 16,473 shares; 2025Q4: 16,473 shares; 2026Q1: 16,473 shares; 2026Q2: 16,490 shares 16,490 $1.02M 0.08% +17 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,983 shares; 2024Q4: 10,951 shares; 2025Q1: 10,948 shares; 2025Q2: 11,004 shares; 2025Q3: 10,845 shares; 2025Q4: 10,845 shares; 2026Q1: 8,421 shares; 2026Q2: 8,217 shares 8,217 $1.02M 0.08% -204 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: 2,563 shares; 2024Q4: 2,460 shares; 2025Q1: 2,155 shares; 2025Q2: 2,243 shares; 2025Q3: 1,796 shares; 2025Q4: 1,475 shares; 2026Q1: 2,446 shares; 2026Q2: 2,355 shares 2,355 $1.02M 0.08% -91 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 2,742 shares; 2025Q1: 2,749 shares; 2025Q2: 2,740 shares; 2025Q3: 2,744 shares; 2025Q4: 2,704 shares; 2026Q1: 3,142 shares; 2026Q2: 2,994 shares 2,994 $1.02M 0.08% -148 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,134 shares; 2024Q4: 14,134 shares; 2025Q1: 13,926 shares; 2025Q2: 13,208 shares; 2025Q3: 12,417 shares; 2025Q4: 11,742 shares; 2026Q1: 12,787 shares; 2026Q2: 12,836 shares 12,836 $989K 0.08% +49 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,555 shares; 2024Q4: 17,330 shares; 2025Q1: 17,241 shares; 2025Q2: 17,013 shares; 2025Q3: 16,448 shares; 2025Q4: 16,147 shares; 2026Q1: 15,965 shares; 2026Q2: 15,965 shares 15,965 $989K 0.08% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,179 shares; 2024Q4: 4,390 shares; 2025Q1: 4,093 shares; 2025Q2: 4,781 shares; 2025Q3: 4,781 shares; 2025Q4: 1,808 shares; 2026Q1: 1,837 shares; 2026Q2: 2,285 shares 2,285 $986K 0.08% +448 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,540 shares; 2024Q4: 2,540 shares; 2025Q1: 2,540 shares; 2025Q2: 2,599 shares; 2025Q3: 2,540 shares; 2025Q4: 2,558 shares; 2026Q1: 2,697 shares; 2026Q2: 3,280 shares 3,280 $977K 0.08% +583 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,307 shares; 2025Q2: 6,307 shares; 2025Q3: 6,307 shares; 2025Q4: 6,307 shares; 2026Q1: 6,307 shares; 2026Q2: 6,307 shares 6,307 $973K 0.08% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,804 shares; 2024Q4: 1,970 shares; 2025Q1: 2,087 shares; 2025Q2: 2,033 shares; 2025Q3: 2,357 shares; 2025Q4: 2,390 shares; 2026Q1: 2,430 shares; 2026Q2: 2,550 shares 2,550 $953K 0.08% +120 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: 19,514 shares; 2024Q4: 14,911 shares; 2025Q1: 14,918 shares; 2025Q2: 14,918 shares; 2025Q3: 14,309 shares; 2025Q4: 14,132 shares; 2026Q1: 13,532 shares; 2026Q2: 13,143 shares 13,143 $940K 0.08% -389 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,146 shares; 2026Q2: 11,146 shares 11,146 $919K 0.07% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,457 shares; 2024Q4: 9,457 shares; 2025Q1: 9,380 shares; 2025Q2: 9,398 shares; 2025Q3: 9,387 shares; 2025Q4: 9,296 shares; 2026Q1: 6,693 shares; 2026Q2: 6,775 shares 6,775 $917K 0.07% +82 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,953 shares; 2024Q4: 4,953 shares; 2025Q1: 4,694 shares; 2025Q2: 4,664 shares; 2025Q3: 4,524 shares; 2025Q4: 4,499 shares; 2026Q1: 4,220 shares; 2026Q2: 3,995 shares 3,995 $907K 0.07% -225 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,459 shares; 2024Q4: 17,459 shares; 2025Q1: 18,807 shares; 2025Q2: 17,459 shares; 2025Q3: 17,459 shares; 2025Q4: 17,300 shares; 2026Q1: 16,635 shares; 2026Q2: 16,635 shares 16,635 $892K 0.07% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares; 2026Q2: 4,800 shares 4,800 $883K 0.07% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,661 shares; 2024Q4: 1,646 shares; 2025Q1: 1,669 shares; 2025Q2: 1,607 shares; 2025Q3: 1,686 shares; 2025Q4: 1,999 shares; 2026Q1: 1,915 shares; 2026Q2: 2,270 shares 2,270 $878K 0.07% +355 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,759 shares; 2024Q4: 5,490 shares; 2025Q1: 5,273 shares; 2025Q2: 5,223 shares; 2025Q3: 6,894 shares; 2025Q4: 5,367 shares; 2026Q1: 6,326 shares; 2026Q2: 5,894 shares 5,894 $864K 0.07% -432 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,416 shares; 2024Q4: 4,623 shares; 2025Q1: 4,465 shares; 2025Q2: 4,232 shares; 2025Q3: 3,384 shares; 2025Q4: 3,033 shares; 2026Q1: 3,029 shares; 2026Q2: 3,057 shares 3,057 $860K 0.07% +28 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: 787 shares; 2024Q4: 787 shares; 2025Q1: 1,501 shares; 2025Q2: 1,501 shares; 2025Q3: 1,501 shares; 2025Q4: 1,501 shares; 2026Q1: 12,046 shares; 2026Q2: 12,046 shares 12,046 $858K 0.07% 0 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: 7,578 shares; 2024Q4: 7,608 shares; 2025Q1: 7,065 shares; 2025Q2: 6,696 shares; 2025Q3: 5,981 shares; 2025Q4: 5,554 shares; 2026Q1: 7,288 shares; 2026Q2: 7,265 shares 7,265 $855K 0.07% -23 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,230 shares; 2024Q4: 7,230 shares; 2025Q1: 7,230 shares; 2025Q2: 7,230 shares; 2025Q3: 7,230 shares; 2025Q4: 7,230 shares; 2026Q1: 7,230 shares; 2026Q2: 7,230 shares 7,230 $846K 0.07% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 113 shares; 2025Q1: 363 shares; 2025Q2: 673 shares; 2025Q3: 635 shares; 2025Q4: 475 shares; 2026Q1: 3,344 shares; 2026Q2: 3,027 shares 3,027 $836K 0.07% -317 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: 21,403 shares; 2024Q4: 24,236 shares; 2025Q1: 19,497 shares; 2025Q2: 19,398 shares; 2025Q3: 20,151 shares; 2025Q4: 13,321 shares; 2026Q1: 17,104 shares; 2026Q2: 19,072 shares 19,072 $808K 0.06% +1,968 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: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 2,315 shares; 2025Q2: 2,315 shares; 2025Q3: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,145 shares; 2026Q2: 2,145 shares 2,145 $790K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 5,159 shares; 2025Q2: 5,159 shares; 2025Q3: 5,486 shares; 2025Q4: 5,015 shares; 2026Q1: 6,325 shares; 2026Q2: 5,492 shares 5,492 $786K 0.06% -833 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: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,145 shares; 2026Q1: 1,147 shares; 2026Q2: 1,062 shares 1,062 $782K 0.06% -85 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: 4,331 shares; 2024Q4: 5,381 shares; 2025Q1: 6,207 shares; 2025Q2: 4,983 shares; 2025Q3: 5,661 shares; 2025Q4: 5,697 shares; 2026Q1: 6,115 shares; 2026Q2: 8,347 shares 8,347 $780K 0.06% +2,232 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 3,143 shares; 2025Q2: 3,143 shares; 2025Q3: 3,141 shares; 2025Q4: 2,566 shares; 2026Q1: 2,566 shares; 2026Q2: 2,566 shares 2,566 $778K 0.06% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,615 shares; 2024Q4: 11,130 shares; 2025Q1: 10,888 shares; 2025Q2: 11,197 shares; 2025Q3: 9,032 shares; 2025Q4: 8,346 shares; 2026Q1: 9,222 shares; 2026Q2: 9,871 shares 9,871 $772K 0.06% +649 Timeline SUSA 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: 5,430 shares; 2025Q2: 5,430 shares; 2025Q3: 5,317 shares; 2025Q4: 4,773 shares; 2026Q1: 4,940 shares; 2026Q2: 4,940 shares 4,940 $762K 0.06% 0 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: 475 shares; 2024Q4: 475 shares; 2025Q1: 475 shares; 2025Q2: 475 shares; 2025Q3: 475 shares; 2025Q4: 686 shares; 2026Q1: 2,846 shares; 2026Q2: 3,559 shares 3,559 $757K 0.06% +713 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: 2,460 shares; 2024Q4: 2,653 shares; 2025Q1: 2,226 shares; 2025Q2: 3,866 shares; 2025Q3: 3,890 shares; 2025Q4: 3,546 shares; 2026Q1: 3,478 shares; 2026Q2: 3,618 shares 3,618 $726K 0.06% +140 Timeline PFXF 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: 40,000 shares 40,000 $714K 0.06% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,429 shares; 2024Q4: 37,429 shares; 2025Q1: 33,666 shares; 2025Q2: 34,120 shares; 2025Q3: 33,090 shares; 2025Q4: 31,739 shares; 2026Q1: 30,825 shares; 2026Q2: 30,497 shares 30,497 $703K 0.06% -328 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 1,068 shares 1,068 $684K 0.06% 0 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: 597 shares; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 582 shares; 2025Q3: 564 shares; 2025Q4: 564 shares; 2026Q1: 708 shares; 2026Q2: 711 shares 711 $684K 0.05% +3 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: 2,309 shares; 2024Q4: 2,416 shares; 2025Q1: 2,053 shares; 2025Q2: 2,053 shares; 2025Q3: 2,336 shares; 2025Q4: 2,328 shares; 2026Q1: 3,029 shares; 2026Q2: 3,079 shares 3,079 $679K 0.05% +50 Timeline PAPI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,100 shares; 2024Q4: 48,100 shares; 2025Q1: 50,100 shares; 2025Q2: 53,600 shares; 2025Q3: 29,800 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $668K 0.05% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,365 shares; 2024Q4: 11,365 shares; 2025Q1: 11,508 shares; 2025Q2: 11,508 shares; 2025Q3: 11,315 shares; 2025Q4: 11,315 shares; 2026Q1: 11,315 shares; 2026Q2: 11,315 shares 11,315 $659K 0.05% 0 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: 1,924 shares; 2024Q4: 1,924 shares; 2025Q1: 6,364 shares; 2025Q2: 6,364 shares; 2025Q3: 6,104 shares; 2025Q4: 12,208 shares; 2026Q1: 12,208 shares; 2026Q2: 12,208 shares 12,208 $648K 0.05% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,733 shares; 2025Q2: 6,879 shares; 2025Q3: 6,772 shares; 2025Q4: 7,016 shares; 2026Q1: 6,904 shares; 2026Q2: 6,772 shares 6,772 $648K 0.05% -132 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: 5,726 shares; 2025Q1: 7,400 shares; 2025Q2: 10,255 shares; 2025Q3: 10,263 shares; 2025Q4: 9,144 shares; 2026Q1: 6,347 shares; 2026Q2: 8,962 shares 8,962 $647K 0.05% +2,615 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,644 shares; 2025Q2: 5,644 shares; 2025Q3: 5,644 shares; 2025Q4: 4,390 shares; 2026Q1: 6,968 shares; 2026Q2: 6,998 shares 6,998 $642K 0.05% +30 Timeline TFLO 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: 12,638 shares 12,638 $640K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,312 shares; 2024Q4: 2,343 shares; 2025Q1: 2,310 shares; 2025Q2: 2,322 shares; 2025Q3: 2,274 shares; 2025Q4: 2,246 shares; 2026Q1: 1,410 shares; 2026Q2: 1,232 shares 1,232 $633K 0.05% -178 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,545 shares; 2024Q4: 4,426 shares; 2025Q1: 4,258 shares; 2025Q2: 4,354 shares; 2025Q3: 3,664 shares; 2025Q4: 3,625 shares; 2026Q1: 3,864 shares; 2026Q2: 3,317 shares 3,317 $632K 0.05% -547 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 10,594 shares; 2025Q2: 10,594 shares; 2025Q3: 10,548 shares; 2025Q4: 10,548 shares; 2026Q1: 10,548 shares; 2026Q2: 10,548 shares 10,548 $630K 0.05% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,853 shares; 2025Q3: 4,853 shares; 2025Q4: 4,365 shares; 2026Q1: 4,365 shares; 2026Q2: 4,308 shares 4,308 $611K 0.05% -57 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,698 shares; 2024Q4: 7,376 shares; 2025Q1: 7,823 shares; 2025Q2: 9,226 shares; 2025Q3: 9,534 shares; 2025Q4: 8,583 shares; 2026Q1: 8,509 shares; 2026Q2: 8,326 shares 8,326 $599K 0.05% -183 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: not reported; 2024Q4: 621 shares; 2025Q1: 4,507 shares; 2025Q2: 4,507 shares; 2025Q3: 4,445 shares; 2025Q4: 4,445 shares; 2026Q1: 4,485 shares; 2026Q2: 4,485 shares 4,485 $593K 0.05% 0 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,434 shares; 2024Q4: 5,434 shares; 2025Q1: 5,783 shares; 2025Q2: 5,785 shares; 2025Q3: 5,786 shares; 2025Q4: 5,788 shares; 2026Q1: 5,790 shares; 2026Q2: 5,792 shares 5,792 $589K 0.05% +2 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,489 shares; 2024Q4: 3,294 shares; 2025Q1: 4,248 shares; 2025Q2: 3,791 shares; 2025Q3: 4,490 shares; 2025Q4: 4,644 shares; 2026Q1: 4,754 shares; 2026Q2: 6,194 shares 6,194 $580K 0.05% +1,440 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: 7,094 shares; 2024Q4: 6,884 shares; 2025Q1: 6,884 shares; 2025Q2: 10,121 shares; 2025Q3: 10,344 shares; 2025Q4: 7,599 shares; 2026Q1: 6,474 shares; 2026Q2: 6,518 shares 6,518 $572K 0.05% +44 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,555 shares 2,555 $572K 0.05% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,743 shares; 2024Q4: 3,743 shares; 2025Q1: 3,743 shares; 2025Q2: 3,743 shares; 2025Q3: 3,743 shares; 2025Q4: 3,743 shares; 2026Q1: 3,743 shares; 2026Q2: 3,743 shares 3,743 $570K 0.05% 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: 739 shares; 2024Q4: 739 shares; 2025Q1: 746 shares; 2025Q2: 704 shares; 2025Q3: 709 shares; 2025Q4: 700 shares; 2026Q1: 759 shares; 2026Q2: 608 shares 608 $569K 0.05% -151 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,555 shares 2,555 $565K 0.05% new Timeline QQQJ 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: 562,679 shares; 2024Q4: 562,679 shares; 2025Q1: 562,679 shares; 2025Q2: 562,679 shares; 2025Q3: 562,679 shares; 2025Q4: 562,679 shares; 2026Q1: 562,679 shares; 2026Q2: 562,679 shares 562,679 $563K 0.05% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,391 shares; 2024Q4: 11,391 shares; 2025Q1: 11,391 shares; 2025Q2: 11,391 shares; 2025Q3: 11,391 shares; 2025Q4: 11,241 shares; 2026Q1: 11,241 shares; 2026Q2: 11,241 shares 11,241 $555K 0.04% 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: 4,088 shares; 2024Q4: 4,071 shares; 2025Q1: 3,799 shares; 2025Q2: 3,808 shares; 2025Q3: 3,808 shares; 2025Q4: 3,883 shares; 2026Q1: 1,535 shares; 2026Q2: 1,555 shares 1,555 $551K 0.04% +20 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,343 shares; 2024Q4: 4,343 shares; 2025Q1: 4,343 shares; 2025Q2: 4,343 shares; 2025Q3: 4,343 shares; 2025Q4: 4,343 shares; 2026Q1: 4,343 shares; 2026Q2: 4,217 shares 4,217 $538K 0.04% -126 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: 886 shares; 2024Q4: 691 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 514 shares; 2026Q2: 547 shares 547 $535K 0.04% +33 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,928 shares; 2025Q3: 10,928 shares; 2025Q4: 12,201 shares; 2026Q1: 12,201 shares; 2026Q2: 11,699 shares 11,699 $535K 0.04% -502 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,510 shares; 2024Q4: 9,029 shares; 2025Q1: 5,949 shares; 2025Q2: 5,529 shares; 2025Q3: 5,789 shares; 2025Q4: 6,726 shares; 2026Q1: 5,942 shares; 2026Q2: 6,219 shares 6,219 $527K 0.04% +277 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,486 shares; 2026Q2: 5,129 shares 5,129 $525K 0.04% -1,357 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 545 shares; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 545 shares; 2026Q1: 545 shares; 2026Q2: 4,360 shares 4,360 $521K 0.04% +3,815 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,752 shares; 2024Q4: 9,781 shares; 2025Q1: 9,805 shares; 2025Q2: 11,342 shares; 2025Q3: 11,650 shares; 2025Q4: 11,614 shares; 2026Q1: 11,882 shares; 2026Q2: 11,931 shares 11,931 $498K 0.04% +49 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 13,631 shares; 2026Q2: 13,631 shares 13,631 $489K 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: 2,701 shares; 2025Q2: 6,548 shares; 2025Q3: 6,548 shares; 2025Q4: 6,290 shares; 2026Q1: 6,290 shares; 2026Q2: 6,290 shares 6,290 $475K 0.04% 0 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: 142 shares; 2024Q4: 142 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 393 shares; 2026Q2: 485 shares 485 $468K 0.04% +92 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,290 shares; 2024Q4: 12,290 shares; 2025Q1: 12,290 shares; 2025Q2: 12,290 shares; 2025Q3: 12,290 shares; 2025Q4: 12,290 shares; 2026Q1: 12,290 shares; 2026Q2: 24,290 shares 24,290 $464K 0.04% +12,000 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: 111 shares; 2024Q4: 434 shares; 2025Q1: 347 shares; 2025Q2: 802 shares; 2025Q3: 1,081 shares; 2025Q4: 1,571 shares; 2026Q1: 1,415 shares; 2026Q2: 898 shares 898 $463K 0.04% -517 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: 4,734 shares; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,778 shares; 2025Q3: 2,894 shares; 2025Q4: 2,778 shares; 2026Q1: 2,933 shares; 2026Q2: 2,933 shares 2,933 $460K 0.04% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,801 shares; 2024Q4: not reported; 2025Q1: 14,957 shares; 2025Q2: 2,979 shares; 2025Q3: 1,221 shares; 2025Q4: 5,535 shares; 2026Q1: 6,723 shares; 2026Q2: 2,893 shares 2,893 $454K 0.04% -3,830 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 32,303 shares; 2026Q1: 33,945 shares; 2026Q2: 34,388 shares 34,388 $447K 0.04% +443 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193 shares; 2024Q4: 193 shares; 2025Q1: 193 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 193 shares; 2026Q1: 331 shares; 2026Q2: 517 shares 517 $443K 0.04% +186 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,455 shares; 2024Q4: 4,070 shares; 2025Q1: 4,025 shares; 2025Q2: 3,679 shares; 2025Q3: 2,927 shares; 2025Q4: 2,927 shares; 2026Q1: 2,957 shares; 2026Q2: 2,973 shares 2,973 $434K 0.03% +16 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 182 shares; 2025Q1: 88 shares; 2025Q2: 501 shares; 2025Q3: 578 shares; 2025Q4: 683 shares; 2026Q1: 638 shares; 2026Q2: 1,596 shares 1,596 $433K 0.03% +958 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,441 shares; 2024Q4: 9,441 shares; 2025Q1: 9,441 shares; 2025Q2: 7,884 shares; 2025Q3: 8,185 shares; 2025Q4: 7,884 shares; 2026Q1: 7,884 shares; 2026Q2: 7,919 shares 7,919 $429K 0.03% +35 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: 418 shares; 2025Q3: 2,240 shares; 2025Q4: 2,462 shares; 2026Q1: 5,051 shares; 2026Q2: 5,158 shares 5,158 $427K 0.03% +107 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,338 shares; 2024Q4: 6,939 shares; 2025Q1: 6,745 shares; 2025Q2: 6,392 shares; 2025Q3: 6,392 shares; 2025Q4: 7,184 shares; 2026Q1: 9,667 shares; 2026Q2: 17,688 shares 17,688 $426K 0.03% +8,021 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 515 shares; 2024Q4: 492 shares; 2025Q1: 567 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 276 shares; 2026Q1: 325 shares; 2026Q2: 250 shares 250 $425K 0.03% -75 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,068 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,068 shares; 2025Q4: 1,068 shares; 2026Q1: 1,068 shares; 2026Q2: 1,068 shares 1,068 $424K 0.03% 0 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 564 shares; 2025Q3: 576 shares; 2025Q4: 572 shares; 2026Q1: 565 shares; 2026Q2: 551 shares 551 $413K 0.03% -14 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,951 shares; 2024Q4: 951 shares; 2025Q1: 3,826 shares; 2025Q2: 3,826 shares; 2025Q3: 3,828 shares; 2025Q4: 3,840 shares; 2026Q1: 3,840 shares; 2026Q2: 4,337 shares 4,337 $412K 0.03% +497 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,252 shares; 2024Q4: 2,252 shares; 2025Q1: 2,261 shares; 2025Q2: 2,089 shares; 2025Q3: 2,089 shares; 2025Q4: 1,817 shares; 2026Q1: 1,873 shares; 2026Q2: 1,835 shares 1,835 $410K 0.03% -38 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 3,703 shares; 2025Q1: 3,703 shares; 2025Q2: 3,703 shares; 2025Q3: 3,703 shares; 2025Q4: 3,703 shares; 2026Q1: 3,703 shares; 2026Q2: 3,703 shares 3,703 $408K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 940 shares; 2025Q4: 811 shares; 2026Q1: 792 shares; 2026Q2: 795 shares 795 $405K 0.03% +3 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: 30,486 shares; 2024Q4: 30,785 shares; 2025Q1: 32,643 shares; 2025Q2: 30,378 shares; 2025Q3: 32,390 shares; 2025Q4: 15,720 shares; 2026Q1: 17,062 shares; 2026Q2: 19,480 shares 19,480 $403K 0.03% +2,418 Timeline IGPT 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: 3,855 shares; 2024Q4: 3,855 shares; 2025Q1: 3,855 shares; 2025Q2: 3,855 shares; 2025Q3: 3,855 shares; 2025Q4: 3,855 shares; 2026Q1: 3,855 shares; 2026Q2: 3,855 shares 3,855 $401K 0.03% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 647 shares; 2025Q4: 1,482 shares; 2026Q1: 1,709 shares; 2026Q2: 23,118 shares 23,118 $399K 0.03% +21,409 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,505 shares; 2024Q4: 1,005 shares; 2025Q1: 1,002 shares; 2025Q2: 712 shares; 2025Q3: 726 shares; 2025Q4: 648 shares; 2026Q1: 434 shares; 2026Q2: 1,445 shares 1,445 $389K 0.03% +1,011 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: 1,742 shares; 2024Q4: 1,742 shares; 2025Q1: 1,973 shares; 2025Q2: 2,073 shares; 2025Q3: 1,670 shares; 2025Q4: 1,578 shares; 2026Q1: 1,778 shares; 2026Q2: 1,736 shares 1,736 $387K 0.03% -42 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62 shares; 2024Q4: 62 shares; 2025Q1: 173 shares; 2025Q2: 198 shares; 2025Q3: 152 shares; 2025Q4: 177 shares; 2026Q1: 120 shares; 2026Q2: 1,001 shares 1,001 $384K 0.03% +881 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,350 shares; 2024Q4: 1,431 shares; 2025Q1: 1,037 shares; 2025Q2: 1,025 shares; 2025Q3: 1,025 shares; 2025Q4: 957 shares; 2026Q1: 1,134 shares; 2026Q2: 1,056 shares 1,056 $382K 0.03% -78 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: 434 shares; 2024Q4: 520 shares; 2025Q1: 498 shares; 2025Q2: 462 shares; 2025Q3: 680 shares; 2025Q4: 615 shares; 2026Q1: 613 shares; 2026Q2: 757 shares 757 $379K 0.03% +144 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: 1,601 shares; 2024Q4: 1,566 shares; 2025Q1: 1,155 shares; 2025Q2: 1,052 shares; 2025Q3: 1,149 shares; 2025Q4: 1,244 shares; 2026Q1: 1,939 shares; 2026Q2: 2,147 shares 2,147 $379K 0.03% +208 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,678 shares; 2024Q4: 9,148 shares; 2025Q1: 9,100 shares; 2025Q2: 8,263 shares; 2025Q3: 8,124 shares; 2025Q4: 6,294 shares; 2026Q1: 4,939 shares; 2026Q2: 15,986 shares 15,986 $378K 0.03% +11,047 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: 68 shares; 2024Q4: 68 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 58 shares; 2026Q2: 2,101 shares 2,101 $374K 0.03% +2,043 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,511 shares; 2024Q4: 4,946 shares; 2025Q1: 6,843 shares; 2025Q2: 7,022 shares; 2025Q3: 6,408 shares; 2025Q4: 6,408 shares; 2026Q1: 8,577 shares; 2026Q2: 11,653 shares 11,653 $373K 0.03% +3,076 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: 3,842 shares; 2024Q4: 3,590 shares; 2025Q1: 3,102 shares; 2025Q2: 3,329 shares; 2025Q3: 3,201 shares; 2025Q4: 2,935 shares; 2026Q1: 4,236 shares; 2026Q2: 3,827 shares 3,827 $368K 0.03% -409 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: 825 shares; 2024Q4: 645 shares; 2025Q1: 834 shares; 2025Q2: 812 shares; 2025Q3: 1,041 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares; 2026Q2: 3,373 shares 3,373 $363K 0.03% +2,318 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 623 shares; 2024Q4: 623 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 623 shares; 2025Q4: 638 shares; 2026Q1: 669 shares; 2026Q2: 1,656 shares 1,656 $358K 0.03% +987 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,375 shares; 2026Q2: 1,579 shares 1,579 $358K 0.03% +204 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 546 shares; 2026Q1: 546 shares; 2026Q2: 546 shares 546 $358K 0.03% 0 Timeline MGV 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: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,159 shares; 2026Q1: 2,159 shares; 2026Q2: 2,159 shares 2,159 $353K 0.03% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,011 shares 2,011 $350K 0.03% +11 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,377 shares; 2024Q4: 3,401 shares; 2025Q1: 3,452 shares; 2025Q2: 3,516 shares; 2025Q3: 2,963 shares; 2025Q4: 2,483 shares; 2026Q1: 2,614 shares; 2026Q2: 2,153 shares 2,153 $349K 0.03% -461 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,307 shares; 2024Q4: 2,341 shares; 2025Q1: 2,677 shares; 2025Q2: 2,614 shares; 2025Q3: 4,014 shares; 2025Q4: 3,666 shares; 2026Q1: 3,743 shares; 2026Q2: 4,481 shares 4,481 $346K 0.03% +738 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 724 shares; 2025Q4: 1,276 shares; 2026Q1: 1,276 shares; 2026Q2: 9,348 shares 9,348 $345K 0.03% +8,072 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: 2,350 shares; 2024Q4: 2,350 shares; 2025Q1: 2,350 shares; 2025Q2: 2,350 shares; 2025Q3: 2,350 shares; 2025Q4: 2,350 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $344K 0.03% 0 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: 27,190 shares; 2024Q4: 25,925 shares; 2025Q1: 25,871 shares; 2025Q2: 25,906 shares; 2025Q3: 25,957 shares; 2025Q4: 25,957 shares; 2026Q1: 25,971 shares; 2026Q2: 25,835 shares 25,835 $342K 0.03% -136 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,735 shares; 2024Q4: 3,735 shares; 2025Q1: 3,735 shares; 2025Q2: 3,735 shares; 2025Q3: 3,735 shares; 2025Q4: 3,735 shares; 2026Q1: 3,735 shares; 2026Q2: 3,735 shares 3,735 $341K 0.03% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,849 shares; 2024Q4: 1,849 shares; 2025Q1: 1,467 shares; 2025Q2: 1,467 shares; 2025Q3: 1,785 shares; 2025Q4: 3,132 shares; 2026Q1: 5,863 shares; 2026Q2: 7,311 shares 7,311 $340K 0.03% +1,448 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 7,700 shares; 2026Q2: 7,700 shares 7,700 $336K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,931 shares; 2024Q4: 7,879 shares; 2025Q1: 8,254 shares; 2025Q2: 7,662 shares; 2025Q3: 8,494 shares; 2025Q4: 9,472 shares; 2026Q1: 10,261 shares; 2026Q2: 7,040 shares 7,040 $335K 0.03% -3,221 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 671 shares; 2024Q4: 671 shares; 2025Q1: 763 shares; 2025Q2: 690 shares; 2025Q3: 583 shares; 2025Q4: 586 shares; 2026Q1: 1,012 shares; 2026Q2: 986 shares 986 $333K 0.03% -26 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: 1,262 shares; 2024Q4: 972 shares; 2025Q1: 972 shares; 2025Q2: 1,000 shares; 2025Q3: 926 shares; 2025Q4: 926 shares; 2026Q1: 950 shares; 2026Q2: 959 shares 959 $330K 0.03% +9 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,884 shares; 2024Q4: 13,060 shares; 2025Q1: 13,548 shares; 2025Q2: 11,638 shares; 2025Q3: 5,390 shares; 2025Q4: 3,194 shares; 2026Q1: 3,484 shares; 2026Q2: 6,877 shares 6,877 $330K 0.03% +3,393 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,866 shares; 2024Q4: 1,866 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 571 shares; 2026Q2: 679 shares 679 $329K 0.03% +108 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,040 shares; 2024Q4: 7,466 shares; 2025Q1: 4,735 shares; 2025Q2: 4,803 shares; 2025Q3: 4,900 shares; 2025Q4: 4,803 shares; 2026Q1: 4,731 shares; 2026Q2: 5,424 shares 5,424 $328K 0.03% +693 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 849 shares; 2025Q2: 1,230 shares; 2025Q3: 1,161 shares; 2025Q4: 1,161 shares; 2026Q1: 1,161 shares; 2026Q2: 1,370 shares 1,370 $325K 0.03% +209 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,662 shares; 2024Q4: 5,605 shares; 2025Q1: 5,481 shares; 2025Q2: 5,319 shares; 2025Q3: 5,038 shares; 2025Q4: 4,791 shares; 2026Q1: 4,820 shares; 2026Q2: 4,388 shares 4,388 $322K 0.03% -432 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: 1,837 shares; 2024Q4: 2,043 shares; 2025Q1: 1,306 shares; 2025Q2: 1,546 shares; 2025Q3: 1,546 shares; 2025Q4: 1,356 shares; 2026Q1: 1,286 shares; 2026Q2: 1,731 shares 1,731 $320K 0.03% +445 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,835 shares; 2025Q2: 4,835 shares; 2025Q3: 4,835 shares; 2025Q4: 4,835 shares; 2026Q1: 4,835 shares; 2026Q2: 4,835 shares 4,835 $318K 0.03% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 845 shares; 2025Q1: 118 shares; 2025Q2: 154 shares; 2025Q3: 121 shares; 2025Q4: 126 shares; 2026Q1: 208 shares; 2026Q2: 656 shares 656 $317K 0.03% +448 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,825 shares; 2024Q4: 2,660 shares; 2025Q1: 2,143 shares; 2025Q2: 2,143 shares; 2025Q3: 2,056 shares; 2025Q4: 1,606 shares; 2026Q1: 747 shares; 2026Q2: 742 shares 742 $316K 0.03% -5 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,562 shares; 2024Q4: 4,905 shares; 2025Q1: 4,587 shares; 2025Q2: 4,604 shares; 2025Q3: 4,186 shares; 2025Q4: 3,764 shares; 2026Q1: 5,049 shares; 2026Q2: 4,238 shares 4,238 $316K 0.03% -811 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: 2,647 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares; 2026Q2: 2,647 shares 2,647 $315K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 872 shares; 2025Q2: 1,621 shares; 2025Q3: 2,496 shares; 2025Q4: 376 shares; 2026Q1: 271 shares; 2026Q2: 3,266 shares 3,266 $313K 0.03% +2,995 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,994 shares; 2024Q4: 1,531 shares; 2025Q1: 1,111 shares; 2025Q2: 951 shares; 2025Q3: 918 shares; 2025Q4: 769 shares; 2026Q1: 1,111 shares; 2026Q2: 1,122 shares 1,122 $313K 0.03% +11 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,168 shares; 2026Q2: 1,646 shares 1,646 $308K 0.02% -522 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares; 2026Q2: 896 shares 896 $308K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,578 shares; 2026Q2: 2,591 shares 2,591 $307K 0.02% +13 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: 18,195 shares; 2024Q4: 17,989 shares; 2025Q1: 17,666 shares; 2025Q2: 18,318 shares; 2025Q3: 18,301 shares; 2025Q4: 18,301 shares; 2026Q1: 17,966 shares; 2026Q2: 17,785 shares 17,785 $306K 0.02% -181 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: 1,318 shares; 2024Q4: 1,175 shares; 2025Q1: 1,074 shares; 2025Q2: 906 shares; 2025Q3: 703 shares; 2025Q4: 11,833 shares; 2026Q1: 13,457 shares; 2026Q2: 4,252 shares 4,252 $304K 0.02% -9,205 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: 80 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 88 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 94 shares; 2026Q2: 990 shares 990 $299K 0.02% +896 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,450 shares; 2024Q4: 5,450 shares; 2025Q1: 4,870 shares; 2025Q2: 4,257 shares; 2025Q3: 4,257 shares; 2025Q4: 4,257 shares; 2026Q1: 3,887 shares; 2026Q2: 3,903 shares 3,903 $298K 0.02% +16 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,983 shares; 2024Q4: 16,200 shares; 2025Q1: 13,455 shares; 2025Q2: 27,619 shares; 2025Q3: 27,240 shares; 2025Q4: 33,209 shares; 2026Q1: 26,525 shares; 2026Q2: 21,900 shares 21,900 $293K 0.02% -4,625 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,234 shares; 2024Q4: 6,836 shares; 2025Q1: 7,287 shares; 2025Q2: 7,108 shares; 2025Q3: 7,016 shares; 2025Q4: 5,180 shares; 2026Q1: 5,288 shares; 2026Q2: 7,677 shares 7,677 $292K 0.02% +2,389 Timeline BGRN 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: 3,099 shares; 2025Q2: 3,099 shares; 2025Q3: 3,111 shares; 2025Q4: 6,076 shares; 2026Q1: 6,158 shares; 2026Q2: 6,158 shares 6,158 $292K 0.02% 0 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485 shares; 2024Q4: 553 shares; 2025Q1: 728 shares; 2025Q2: 771 shares; 2025Q3: 1,092 shares; 2025Q4: 1,092 shares; 2026Q1: 1,080 shares; 2026Q2: 1,085 shares 1,085 $291K 0.02% +5 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: 5,375 shares; 2025Q1: 2,724 shares; 2025Q2: 2,430 shares; 2025Q3: 2,431 shares; 2025Q4: 190 shares; 2026Q1: 1,622 shares; 2026Q2: 1,698 shares 1,698 $288K 0.02% +76 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 5,276 shares; 2025Q2: 5,276 shares; 2025Q3: 5,303 shares; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares; 2026Q2: 4,170 shares 4,170 $288K 0.02% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51 shares; 2024Q4: 51 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 51 shares; 2025Q4: 331 shares; 2026Q1: 421 shares; 2026Q2: 585 shares 585 $287K 0.02% +164 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: 1,686 shares; 2024Q4: 2,322 shares; 2025Q1: 2,056 shares; 2025Q2: 2,668 shares; 2025Q3: 2,560 shares; 2025Q4: 2,050 shares; 2026Q1: 2,286 shares; 2026Q2: 1,678 shares 1,678 $284K 0.02% -608 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,326 shares; 2025Q2: 9,326 shares; 2025Q3: 10,374 shares; 2025Q4: 10,447 shares; 2026Q1: 11,268 shares; 2026Q2: 11,268 shares 11,268 $282K 0.02% 0 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,450 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,450 shares; 2025Q4: 4,450 shares; 2026Q1: 4,450 shares; 2026Q2: 4,450 shares 4,450 $277K 0.02% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,411 shares; 2025Q1: 3,027 shares; 2025Q2: 3,093 shares; 2025Q3: 3,103 shares; 2025Q4: 2,422 shares; 2026Q1: 891 shares; 2026Q2: 940 shares 940 $276K 0.02% +49 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 859 shares; 2024Q4: 859 shares; 2025Q1: 1,110 shares; 2025Q2: 1,048 shares; 2025Q3: 1,048 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares; 2026Q2: 1,478 shares 1,478 $274K 0.02% +430 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: 188 shares; 2024Q4: 188 shares; 2025Q1: 188 shares; 2025Q2: 188 shares; 2025Q3: 188 shares; 2025Q4: 188 shares; 2026Q1: 197 shares; 2026Q2: 198 shares 198 $274K 0.02% +1 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS 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: 27,000 shares 27,000 $273K 0.02% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 784 shares; 2025Q1: 498 shares; 2025Q2: 559 shares; 2025Q3: 607 shares; 2025Q4: 593 shares; 2026Q1: 394 shares; 2026Q2: 404 shares 404 $269K 0.02% +10 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares; 2026Q2: 8,078 shares 8,078 $269K 0.02% +8,037 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,190 shares; 2024Q4: 4,190 shares; 2025Q1: 5,627 shares; 2025Q2: 3,497 shares; 2025Q3: 2,434 shares; 2025Q4: 4,313 shares; 2026Q1: 5,512 shares; 2026Q2: 4,655 shares 4,655 $268K 0.02% -857 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: 1,379 shares; 2024Q4: 1,330 shares; 2025Q1: 1,233 shares; 2025Q2: 1,610 shares; 2025Q3: 1,997 shares; 2025Q4: 2,239 shares; 2026Q1: 2,194 shares; 2026Q2: 657 shares 657 $261K 0.02% -1,537 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 93 shares; 2025Q2: 457 shares; 2025Q3: 647 shares; 2025Q4: 855 shares; 2026Q1: 866 shares; 2026Q2: 1,246 shares 1,246 $260K 0.02% +380 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,074 shares; 2024Q4: 3,184 shares; 2025Q1: 2,567 shares; 2025Q2: 2,966 shares; 2025Q3: 3,021 shares; 2025Q4: 3,260 shares; 2026Q1: 2,217 shares; 2026Q2: 2,499 shares 2,499 $260K 0.02% +282 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: 434 shares; 2024Q4: 434 shares; 2025Q1: 879 shares; 2025Q2: 939 shares; 2025Q3: 939 shares; 2025Q4: 944 shares; 2026Q1: 1,057 shares; 2026Q2: 1,975 shares 1,975 $258K 0.02% +918 Timeline ATLC ATLANTICUS HOLDINGS CORP More: the full row for ATLANTICUS HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,500 shares 2,500 $256K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 811 shares; 2024Q4: 811 shares; 2025Q1: 1,340 shares; 2025Q2: 1,478 shares; 2025Q3: 1,622 shares; 2025Q4: 1,768 shares; 2026Q1: 2,523 shares; 2026Q2: 2,017 shares 2,017 $255K 0.02% -506 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 365 shares; 2025Q3: 623 shares; 2025Q4: 365 shares; 2026Q1: 1,843 shares; 2026Q2: 1,858 shares 1,858 $254K 0.02% +15 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,107 shares; 2026Q1: 1,176 shares; 2026Q2: 1,134 shares 1,134 $254K 0.02% -42 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,816 shares; 2024Q4: 2,816 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 12,816 shares; 2025Q4: 12,816 shares; 2026Q1: 17,816 shares; 2026Q2: 18,956 shares 18,956 $252K 0.02% +1,140 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: 248 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 3,773 shares; 2025Q3: 3,773 shares; 2025Q4: 2,649 shares; 2026Q1: 2,719 shares; 2026Q2: 2,722 shares 2,722 $251K 0.02% +3 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,023 shares; 2024Q4: 2,023 shares; 2025Q1: 2,042 shares; 2025Q2: 2,042 shares; 2025Q3: 2,042 shares; 2025Q4: 2,042 shares; 2026Q1: 2,096 shares; 2026Q2: 2,064 shares 2,064 $248K 0.02% -32 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,515 shares; 2024Q4: 2,789 shares; 2025Q1: 3,050 shares; 2025Q2: 3,194 shares; 2025Q3: 3,029 shares; 2025Q4: 2,891 shares; 2026Q1: 2,658 shares; 2026Q2: 3,935 shares 3,935 $248K 0.02% +1,277 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: 3,266 shares; 2024Q4: 3,354 shares; 2025Q1: 3,684 shares; 2025Q2: 3,896 shares; 2025Q3: 3,319 shares; 2025Q4: 3,009 shares; 2026Q1: 4,474 shares; 2026Q2: 2,712 shares 2,712 $246K 0.02% -1,762 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,676 shares; 2024Q4: 3,817 shares; 2025Q1: 3,064 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares; 2026Q2: 2,081 shares 2,081 $246K 0.02% +81 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: 5,460 shares; 2024Q4: 9,079 shares; 2025Q1: 5,378 shares; 2025Q2: 9,454 shares; 2025Q3: 8,715 shares; 2025Q4: 4,770 shares; 2026Q1: 3,510 shares; 2026Q2: 9,095 shares 9,095 $242K 0.02% +5,585 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 339 shares; 2025Q4: 339 shares; 2026Q1: 639 shares; 2026Q2: 646 shares 646 $239K 0.02% +7 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,956 shares; 2024Q4: 14,528 shares; 2025Q1: 14,824 shares; 2025Q2: 14,971 shares; 2025Q3: 14,721 shares; 2025Q4: 14,421 shares; 2026Q1: 14,904 shares; 2026Q2: 16,105 shares 16,105 $238K 0.02% +1,201 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,900 shares; 2026Q2: 3,900 shares 3,900 $237K 0.02% 0 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,033 shares; 2024Q4: 23,033 shares; 2025Q1: 23,033 shares; 2025Q2: 22,855 shares; 2025Q3: 22,855 shares; 2025Q4: 3,033 shares; 2026Q1: 3,033 shares; 2026Q2: 3,033 shares 3,033 $232K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462 shares; 2024Q4: 472 shares; 2025Q1: 597 shares; 2025Q2: 614 shares; 2025Q3: 669 shares; 2025Q4: 631 shares; 2026Q1: 370 shares; 2026Q2: 693 shares 693 $230K 0.02% +323 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: 490 shares; 2024Q4: 908 shares; 2025Q1: 1,236 shares; 2025Q2: 1,605 shares; 2025Q3: 1,495 shares; 2025Q4: 1,077 shares; 2026Q1: 917 shares; 2026Q2: 895 shares 895 $229K 0.02% -22 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 972 shares; 2024Q4: 1,005 shares; 2025Q1: 1,058 shares; 2025Q2: 1,067 shares; 2025Q3: 1,112 shares; 2025Q4: 1,123 shares; 2026Q1: 1,215 shares; 2026Q2: 1,291 shares 1,291 $229K 0.02% +76 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 556 shares; 2026Q1: 564 shares; 2026Q2: 581 shares 581 $227K 0.02% +17 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 48 shares; 2025Q2: 48 shares; 2025Q3: 48 shares; 2025Q4: 48 shares; 2026Q1: 315 shares; 2026Q2: 3,911 shares 3,911 $220K 0.02% +3,596 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: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 4,848 shares; 2026Q1: 4,848 shares; 2026Q2: 4,848 shares 4,848 $220K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,636 shares; 2025Q3: 1,250 shares; 2025Q4: 2,105 shares; 2026Q1: 1,717 shares; 2026Q2: 1,329 shares 1,329 $218K 0.02% -388 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,454 shares; 2024Q4: 9,910 shares; 2025Q1: 8,331 shares; 2025Q2: 10,890 shares; 2025Q3: 10,890 shares; 2025Q4: 11,009 shares; 2026Q1: 10,836 shares; 2026Q2: 10,923 shares 10,923 $218K 0.02% +87 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,584 shares; 2024Q4: 24,584 shares; 2025Q1: 24,584 shares; 2025Q2: 24,584 shares; 2025Q3: 24,584 shares; 2025Q4: 24,584 shares; 2026Q1: 24,626 shares; 2026Q2: 24,638 shares 24,638 $218K 0.02% +12 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 290 shares; 2024Q4: 290 shares; 2025Q1: 2,451 shares; 2025Q2: 2,441 shares; 2025Q3: 2,407 shares; 2025Q4: 2,407 shares; 2026Q1: 2,334 shares; 2026Q2: 2,334 shares 2,334 $218K 0.02% 0 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: 109 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 109 shares; 2026Q1: 464 shares; 2026Q2: 1,026 shares 1,026 $217K 0.02% +562 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,667 shares; 2024Q4: 2,667 shares; 2025Q1: 2,667 shares; 2025Q2: 2,667 shares; 2025Q3: 2,667 shares; 2025Q4: 2,522 shares; 2026Q1: 2,522 shares; 2026Q2: 2,607 shares 2,607 $217K 0.02% +85 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 597 shares; 2024Q4: 784 shares; 2025Q1: 860 shares; 2025Q2: 728 shares; 2025Q3: 299 shares; 2025Q4: 329 shares; 2026Q1: 94 shares; 2026Q2: 473 shares 473 $217K 0.02% +379 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: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,230 shares; 2025Q2: 1,201 shares; 2025Q3: 1,062 shares; 2025Q4: 975 shares; 2026Q1: 572 shares; 2026Q2: 574 shares 574 $215K 0.02% +2 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: 995 shares; 2024Q4: 383 shares; 2025Q1: 389 shares; 2025Q2: 410 shares; 2025Q3: 162 shares; 2025Q4: 107 shares; 2026Q1: 432 shares; 2026Q2: 408 shares 408 $212K 0.02% -24 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 455 shares; 2024Q4: 496 shares; 2025Q1: 306 shares; 2025Q2: 367 shares; 2025Q3: 357 shares; 2025Q4: 288 shares; 2026Q1: 477 shares; 2026Q2: 846 shares 846 $210K 0.02% +369 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this 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: 7,000 shares 7,000 $210K 0.02% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 486 shares; 2024Q4: 866 shares; 2025Q1: 465 shares; 2025Q2: 1,172 shares; 2025Q3: 1,260 shares; 2025Q4: 1,306 shares; 2026Q1: 1,380 shares; 2026Q2: 1,457 shares 1,457 $208K 0.02% +77 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: 580 shares; 2024Q4: 640 shares; 2025Q1: 815 shares; 2025Q2: 817 shares; 2025Q3: 5,114 shares; 2025Q4: 7,046 shares; 2026Q1: 6,878 shares; 2026Q2: 1,769 shares 1,769 $206K 0.02% -5,109 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 480 shares; 2025Q1: 327 shares; 2025Q2: 339 shares; 2025Q3: 344 shares; 2025Q4: 337 shares; 2026Q1: 315 shares; 2026Q2: 357 shares 357 $206K 0.02% +42 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,383 shares; 2025Q2: 3,383 shares; 2025Q3: 3,383 shares; 2025Q4: 3,383 shares; 2026Q1: 3,383 shares; 2026Q2: 3,383 shares 3,383 $206K 0.02% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 362 shares; 2025Q4: 262 shares; 2026Q1: 531 shares; 2026Q2: 861 shares 861 $205K 0.02% +330 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: 2,978 shares; 2026Q1: 2,978 shares; 2026Q2: 2,586 shares 2,586 $201K 0.02% -392 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: 2,271 shares; 2024Q4: 2,271 shares; 2025Q1: 2,289 shares; 2025Q2: 3,708 shares; 2025Q3: 3,271 shares; 2025Q4: 3,346 shares; 2026Q1: 4,656 shares; 2026Q2: 2,158 shares 2,158 $199K 0.02% -2,498 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: 5,006 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,179 shares; 2025Q3: 4,461 shares; 2025Q4: 5,511 shares; 2026Q1: 4,369 shares; 2026Q2: 3,993 shares 3,993 $199K 0.02% -376 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 148 shares; 2025Q1: 576 shares; 2025Q2: 1,241 shares; 2025Q3: 2,488 shares; 2025Q4: 3,290 shares; 2026Q1: 1,453 shares; 2026Q2: 1,983 shares 1,983 $199K 0.02% +530 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: 525 shares; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares; 2026Q2: 525 shares 525 $199K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,255 shares; 2025Q3: 1,255 shares; 2025Q4: 1,255 shares; 2026Q1: 1,255 shares; 2026Q2: 1,255 shares 1,255 $196K 0.02% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,037 shares; 2024Q4: 3,037 shares; 2025Q1: 1,903 shares; 2025Q2: 2,068 shares; 2025Q3: 2,259 shares; 2025Q4: 2,068 shares; 2026Q1: 2,278 shares; 2026Q2: 2,425 shares 2,425 $195K 0.02% +147 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 1,644 shares; 2025Q2: 1,644 shares; 2025Q3: 1,644 shares; 2025Q4: 1,752 shares; 2026Q1: 1,730 shares; 2026Q2: 1,741 shares 1,741 $194K 0.02% +11 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,835 shares; 2024Q4: 3,753 shares; 2025Q1: 2,960 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,758 shares; 2026Q1: 2,379 shares; 2026Q2: 2,120 shares 2,120 $193K 0.02% -259 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,485 shares; 2024Q4: 12,485 shares; 2025Q1: 12,485 shares; 2025Q2: 11,270 shares; 2025Q3: 11,270 shares; 2025Q4: 11,270 shares; 2026Q1: 11,270 shares; 2026Q2: 11,270 shares 11,270 $193K 0.02% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,156 shares; 2024Q4: 15,156 shares; 2025Q1: 8,459 shares; 2025Q2: 9,677 shares; 2025Q3: 9,764 shares; 2025Q4: 9,764 shares; 2026Q1: 9,029 shares; 2026Q2: 9,676 shares 9,676 $192K 0.02% +647 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: 1,664 shares; 2024Q4: 1,423 shares; 2025Q1: 1,800 shares; 2025Q2: 1,993 shares; 2025Q3: 2,169 shares; 2025Q4: 2,185 shares; 2026Q1: 2,184 shares; 2026Q2: 2,576 shares 2,576 $192K 0.02% +392 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 268 shares; 2025Q3: 277 shares; 2025Q4: 738 shares; 2026Q1: 1,407 shares; 2026Q2: 1,445 shares 1,445 $191K 0.02% +38 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 256 shares; 2025Q4: 657 shares; 2026Q1: 830 shares; 2026Q2: 12,144 shares 12,144 $191K 0.02% +11,314 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 591 shares; 2024Q4: 591 shares; 2025Q1: 25 shares; 2025Q2: 137 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 1,711 shares; 2026Q2: 2,286 shares 2,286 $191K 0.02% +575 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 1,408 shares 1,408 $191K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,287 shares; 2024Q4: 2,287 shares; 2025Q1: 1,976 shares; 2025Q2: 1,930 shares; 2025Q3: 1,902 shares; 2025Q4: 1,877 shares; 2026Q1: 1,408 shares; 2026Q2: 925 shares 925 $190K 0.02% -483 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,866 shares; 2025Q2: 1,866 shares; 2025Q3: 1,866 shares; 2025Q4: 1,866 shares; 2026Q1: 1,866 shares; 2026Q2: 1,866 shares 1,866 $189K 0.02% 0 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: 615 shares; 2024Q4: 615 shares; 2025Q1: 615 shares; 2025Q2: 615 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 615 shares; 2026Q2: 615 shares 615 $188K 0.02% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 1,073 shares; 2025Q1: 1,529 shares; 2025Q2: 1,669 shares; 2025Q3: 2,207 shares; 2025Q4: 1,327 shares; 2026Q1: 1,257 shares; 2026Q2: 1,735 shares 1,735 $186K 0.01% +478 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: 19,232 shares; 2024Q4: 17,881 shares; 2025Q1: 17,093 shares; 2025Q2: 12,648 shares; 2025Q3: 13,054 shares; 2025Q4: 11,892 shares; 2026Q1: 12,330 shares; 2026Q2: 9,712 shares 9,712 $186K 0.01% -2,618 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares; 2026Q2: 3,375 shares 3,375 $184K 0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,655 shares; 2024Q4: 12,655 shares; 2025Q1: 7,789 shares; 2025Q2: 8,429 shares; 2025Q3: 8,308 shares; 2025Q4: 9,060 shares; 2026Q1: 7,640 shares; 2026Q2: 9,170 shares 9,170 $184K 0.01% +1,530 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 129 shares; 2025Q2: not reported; 2025Q3: 49 shares; 2025Q4: 4 shares; 2026Q1: 166 shares; 2026Q2: 1,255 shares 1,255 $183K 0.01% +1,089 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,454 shares; 2025Q2: 1,009 shares; 2025Q3: 1,320 shares; 2025Q4: 1,327 shares; 2026Q1: 1,280 shares; 2026Q2: 1,505 shares 1,505 $182K 0.01% +225 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,593 shares; 2024Q4: 3,593 shares; 2025Q1: 3,593 shares; 2025Q2: 3,393 shares; 2025Q3: 3,393 shares; 2025Q4: 3,393 shares; 2026Q1: 3,393 shares; 2026Q2: 5,222 shares 5,222 $182K 0.01% +1,829 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 123 shares; 2026Q1: 172 shares; 2026Q2: 1,315 shares 1,315 $182K 0.01% +1,143 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: 378 shares; 2024Q4: 343 shares; 2025Q1: 319 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 204 shares; 2026Q1: 225 shares; 2026Q2: 252 shares 252 $181K 0.01% +27 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 479 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 347 shares; 2026Q2: 394 shares 394 $181K 0.01% +47 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS 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: 125 shares; 2026Q1: 161 shares; 2026Q2: 2,186 shares 2,186 $178K 0.01% +2,025 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 299 shares; 2024Q4: 262 shares; 2025Q1: 224 shares; 2025Q2: 235 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 222 shares; 2026Q2: 916 shares 916 $178K 0.01% +694 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 923 shares; 2025Q1: 188 shares; 2025Q2: 1,402 shares; 2025Q3: 1,375 shares; 2025Q4: 1,437 shares; 2026Q1: 695 shares; 2026Q2: 697 shares 697 $177K 0.01% +2 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,896 shares; 2026Q2: 3,135 shares 3,135 $176K 0.01% +239 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,799 shares; 2024Q4: 2,799 shares; 2025Q1: 3,387 shares; 2025Q2: 3,387 shares; 2025Q3: 3,387 shares; 2025Q4: 3,387 shares; 2026Q1: 3,387 shares; 2026Q2: 3,387 shares 3,387 $175K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,903 shares; 2024Q4: 2,993 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 987 shares; 2025Q4: 1,892 shares; 2026Q1: 2,597 shares; 2026Q2: 2,407 shares 2,407 $175K 0.01% -190 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: 3,741 shares; 2024Q4: 3,960 shares; 2025Q1: 4,298 shares; 2025Q2: 4,236 shares; 2025Q3: 4,210 shares; 2025Q4: 4,593 shares; 2026Q1: 3,589 shares; 2026Q2: 3,463 shares 3,463 $175K 0.01% -126 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,180 shares; 2024Q4: 1,180 shares; 2025Q1: 1,180 shares; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares; 2026Q2: 1,180 shares 1,180 $174K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,531 shares; 2024Q4: 3,621 shares; 2025Q1: 3,049 shares; 2025Q2: 3,354 shares; 2025Q3: 2,756 shares; 2025Q4: 2,529 shares; 2026Q1: 2,831 shares; 2026Q2: 2,587 shares 2,587 $174K 0.01% -244 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 143 shares; 2025Q3: 151 shares; 2025Q4: not reported; 2026Q1: 165 shares; 2026Q2: 831 shares 831 $171K 0.01% +666 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 125 shares; 2025Q2: 136 shares; 2025Q3: 275 shares; 2025Q4: 106 shares; 2026Q1: 109 shares; 2026Q2: 239 shares 239 $170K 0.01% +130 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,068 shares; 2026Q1: 1,058 shares; 2026Q2: 1,038 shares 1,038 $170K 0.01% -20 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664 shares; 2024Q4: 682 shares; 2025Q1: 467 shares; 2025Q2: 728 shares; 2025Q3: 601 shares; 2025Q4: 632 shares; 2026Q1: 822 shares; 2026Q2: 539 shares 539 $169K 0.01% -283 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,249 shares; 2024Q4: 1,750 shares; 2025Q1: 1,218 shares; 2025Q2: 1,261 shares; 2025Q3: 1,261 shares; 2025Q4: 1,261 shares; 2026Q1: 1,228 shares; 2026Q2: 1,097 shares 1,097 $168K 0.01% -131 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: 384 shares; 2024Q4: 336 shares; 2025Q1: 331 shares; 2025Q2: 355 shares; 2025Q3: 370 shares; 2025Q4: 432 shares; 2026Q1: 410 shares; 2026Q2: 377 shares 377 $168K 0.01% -33 Timeline DFSU 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: 3,041 shares; 2024Q4: 3,419 shares; 2025Q1: 3,419 shares; 2025Q2: 3,514 shares; 2025Q3: 3,514 shares; 2025Q4: 3,514 shares; 2026Q1: 3,514 shares; 2026Q2: 3,514 shares 3,514 $164K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 172 shares; 2024Q4: 455 shares; 2025Q1: 753 shares; 2025Q2: 849 shares; 2025Q3: 766 shares; 2025Q4: 826 shares; 2026Q1: 314 shares; 2026Q2: 214 shares 214 $163K 0.01% -100 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 119 shares; 2024Q4: 114 shares; 2025Q1: 100 shares; 2025Q2: 82 shares; 2025Q3: 83 shares; 2025Q4: 83 shares; 2026Q1: 391 shares; 2026Q2: 392 shares 392 $163K 0.01% +1 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: 17,193 shares; 2024Q4: 17,498 shares; 2025Q1: 18,923 shares; 2025Q2: 17,544 shares; 2025Q3: 17,643 shares; 2025Q4: 17,682 shares; 2026Q1: 17,403 shares; 2026Q2: 17,621 shares 17,621 $163K 0.01% +218 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,796 shares; 2024Q4: 24,835 shares; 2025Q1: 25,516 shares; 2025Q2: 25,406 shares; 2025Q3: 25,543 shares; 2025Q4: 24,824 shares; 2026Q1: 25,823 shares; 2026Q2: 24,766 shares 24,766 $162K 0.01% -1,057 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,612 shares; 2024Q4: 1,745 shares; 2025Q1: 1,974 shares; 2025Q2: 3,032 shares; 2025Q3: 3,352 shares; 2025Q4: 3,226 shares; 2026Q1: 3,558 shares; 2026Q2: 3,506 shares 3,506 $161K 0.01% -52 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 2,260 shares; 2026Q1: 1,460 shares; 2026Q2: 1,460 shares 1,460 $161K 0.01% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 147 shares; 2024Q4: 400 shares; 2025Q1: 640 shares; 2025Q2: 200 shares; 2025Q3: 495 shares; 2025Q4: 676 shares; 2026Q1: 568 shares; 2026Q2: 600 shares 600 $161K 0.01% +32 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 745 shares; 2025Q1: 745 shares; 2025Q2: 739 shares; 2025Q3: 739 shares; 2025Q4: 742 shares; 2026Q1: 688 shares; 2026Q2: 590 shares 590 $160K 0.01% -98 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: 835 shares; 2024Q4: 397 shares; 2025Q1: 732 shares; 2025Q2: 562 shares; 2025Q3: 369 shares; 2025Q4: 374 shares; 2026Q1: 385 shares; 2026Q2: 319 shares 319 $158K 0.01% -66 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES 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: 9,000 shares 9,000 $156K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 502 shares; 2024Q4: 702 shares; 2025Q1: 528 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 402 shares; 2026Q1: 886 shares; 2026Q2: 951 shares 951 $156K 0.01% +65 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,085 shares; 2024Q4: 2,085 shares; 2025Q1: 2,085 shares; 2025Q2: 2,085 shares; 2025Q3: 2,085 shares; 2025Q4: 2,085 shares; 2026Q1: 2,085 shares; 2026Q2: 2,085 shares 2,085 $155K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,245 shares; 2024Q4: 1,020 shares; 2025Q1: 4,245 shares; 2025Q2: 5,245 shares; 2025Q3: 5,245 shares; 2025Q4: 5,522 shares; 2026Q1: 5,526 shares; 2026Q2: 11,127 shares 11,127 $155K 0.01% +5,601 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: 2,070 shares; 2025Q3: 1,429 shares; 2025Q4: 4,579 shares; 2026Q1: 4,165 shares; 2026Q2: 4,198 shares 4,198 $154K 0.01% +33 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: 1,355 shares; 2024Q4: 1,355 shares; 2025Q1: 1,355 shares; 2025Q2: 2,710 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 3,153 shares; 2026Q2: 3,197 shares 3,197 $154K 0.01% +44 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $153K 0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: 3,218 shares; 2025Q3: 3,975 shares; 2025Q4: 573 shares; 2026Q1: 2,189 shares; 2026Q2: 6,385 shares 6,385 $153K 0.01% +4,196 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: 10,346 shares; 2024Q4: 10,288 shares; 2025Q1: 7,634 shares; 2025Q2: 7,645 shares; 2025Q3: 7,697 shares; 2025Q4: 5,968 shares; 2026Q1: 7,965 shares; 2026Q2: 6,180 shares 6,180 $152K 0.01% -1,785 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,516 shares; 2025Q1: 1,254 shares; 2025Q2: 3,311 shares; 2025Q3: 2,172 shares; 2025Q4: 1,335 shares; 2026Q1: 3,257 shares; 2026Q2: 5,400 shares 5,400 $150K 0.01% +2,143 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: 3,614 shares; 2024Q4: 500 shares; 2025Q1: 2,290 shares; 2025Q2: 2,942 shares; 2025Q3: 2,735 shares; 2025Q4: 2,206 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $150K 0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,400 shares; 2024Q4: 1,363 shares; 2025Q1: 998 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 899 shares; 2026Q2: 972 shares 972 $150K 0.01% +73 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 678 shares; 2026Q1: 678 shares; 2026Q2: 678 shares 678 $150K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 77 shares; 2025Q4: 56 shares; 2026Q1: 45 shares; 2026Q2: 574 shares 574 $148K 0.01% +529 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 841 shares; 2026Q1: 902 shares; 2026Q2: 912 shares 912 $146K 0.01% +10 Timeline AVGE 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: 1,243 shares; 2024Q4: 1,429 shares; 2025Q1: 1,429 shares; 2025Q2: 1,429 shares; 2025Q3: 1,429 shares; 2025Q4: 1,441 shares; 2026Q1: 1,444 shares; 2026Q2: 1,451 shares 1,451 $144K 0.01% +7 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,039 shares; 2024Q4: 1,310 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,308 shares; 2025Q4: 1,308 shares; 2026Q1: 393 shares; 2026Q2: 1,583 shares 1,583 $143K 0.01% +1,190 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,607 shares; 2024Q4: 3,230 shares; 2025Q1: 3,292 shares; 2025Q2: 3,123 shares; 2025Q3: 2,645 shares; 2025Q4: 1,800 shares; 2026Q1: 2,017 shares; 2026Q2: 2,041 shares 2,041 $143K 0.01% +24 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,290 shares; 2024Q4: 1,290 shares; 2025Q1: 918 shares; 2025Q2: 918 shares; 2025Q3: 588 shares; 2025Q4: 588 shares; 2026Q1: 588 shares; 2026Q2: 588 shares 588 $143K 0.01% 0 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: 879 shares; 2024Q4: 720 shares; 2025Q1: 424 shares; 2025Q2: 466 shares; 2025Q3: 372 shares; 2025Q4: 292 shares; 2026Q1: 344 shares; 2026Q2: 425 shares 425 $142K 0.01% +81 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 632 shares; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares; 2026Q2: 635 shares 635 $142K 0.01% +3 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,000 shares 4,000 $141K 0.01% new 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: 2,192 shares; 2024Q4: 2,204 shares; 2025Q1: 2,206 shares; 2025Q2: 3,228 shares; 2025Q3: 3,736 shares; 2025Q4: 3,833 shares; 2026Q1: 4,002 shares; 2026Q2: 4,023 shares 4,023 $141K 0.01% +21 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 31 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 531 shares; 2026Q2: 534 shares 534 $141K 0.01% +3 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 215 shares; 2024Q4: 215 shares; 2025Q1: 186 shares; 2025Q2: 181 shares; 2025Q3: 170 shares; 2025Q4: 164 shares; 2026Q1: 69 shares; 2026Q2: 67 shares 67 $140K 0.01% -2 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 333 shares; 2026Q2: 1,456 shares 1,456 $140K 0.01% +1,123 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,800 shares; 2024Q4: 4,163 shares; 2025Q1: 3,900 shares; 2025Q2: 3,900 shares; 2025Q3: 3,900 shares; 2025Q4: 3,900 shares; 2026Q1: 3,846 shares; 2026Q2: 5,444 shares 5,444 $140K 0.01% +1,598 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: 17,488 shares; 2024Q4: 17,488 shares; 2025Q1: 17,517 shares; 2025Q2: 17,538 shares; 2025Q3: 17,534 shares; 2025Q4: 17,537 shares; 2026Q1: 17,777 shares; 2026Q2: 17,749 shares 17,749 $139K 0.01% -28 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: 1,751 shares; 2024Q4: 1,751 shares; 2025Q1: 951 shares; 2025Q2: 951 shares; 2025Q3: 951 shares; 2025Q4: 951 shares; 2026Q1: 951 shares; 2026Q2: 1,457 shares 1,457 $139K 0.01% +506 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,527 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 3,077 shares; 2025Q3: 3,077 shares; 2025Q4: 3,077 shares; 2026Q1: 3,077 shares; 2026Q2: 3,077 shares 3,077 $139K 0.01% 0 Timeline WHG WESTWOOD HLDGS GROUP INC More: the full row for WESTWOOD HLDGS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,000 shares 7,000 $134K 0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 673 shares; 2024Q4: 673 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 284 shares; 2026Q1: 1,580 shares; 2026Q2: 2,707 shares 2,707 $131K 0.01% +1,127 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,111 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,281 shares; 2026Q1: 2,364 shares; 2026Q2: 1,426 shares 1,426 $129K 0.01% -938 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,899 shares; 2026Q1: 1,899 shares; 2026Q2: 1,899 shares 1,899 $128K 0.01% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,196 shares; 2024Q4: 3,366 shares; 2025Q1: 2,302 shares; 2025Q2: 2,044 shares; 2025Q3: 2,713 shares; 2025Q4: 2,630 shares; 2026Q1: 2,190 shares; 2026Q2: 2,395 shares 2,395 $127K 0.01% +205 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,536 shares; 2024Q4: 4,536 shares; 2025Q1: 4,536 shares; 2025Q2: 4,536 shares; 2025Q3: 4,536 shares; 2025Q4: 4,536 shares; 2026Q1: 4,536 shares; 2026Q2: 4,282 shares 4,282 $127K 0.01% -254 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 520 shares; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 599 shares; 2025Q4: 599 shares; 2026Q1: 523 shares; 2026Q2: 550 shares 550 $126K 0.01% +27 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: 3,362 shares; 2024Q4: 3,635 shares; 2025Q1: 3,784 shares; 2025Q2: 4,481 shares; 2025Q3: 7,188 shares; 2025Q4: 9,103 shares; 2026Q1: 9,183 shares; 2026Q2: 5,893 shares 5,893 $126K 0.01% -3,290 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 922 shares; 2024Q4: 1,527 shares; 2025Q1: 1,660 shares; 2025Q2: 1,949 shares; 2025Q3: not reported; 2025Q4: 3,213 shares; 2026Q1: 3,213 shares; 2026Q2: 3,811 shares 3,811 $125K 0.01% +598 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 25,135 shares; 2025Q2: 25,135 shares; 2025Q3: 25,135 shares; 2025Q4: 25,292 shares; 2026Q1: 25,292 shares; 2026Q2: 25,350 shares 25,350 $124K 0.01% +58 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,823 shares; 2024Q4: 24,072 shares; 2025Q1: 23,710 shares; 2025Q2: 24,071 shares; 2025Q3: 23,811 shares; 2025Q4: 23,811 shares; 2026Q1: 24,262 shares; 2026Q2: 23,909 shares 23,909 $123K 0.01% -353 Timeline GCMG GCM GROSVENOR INC More: the full row for GCM GROSVENOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $123K 0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 681 shares; 2024Q4: 681 shares; 2025Q1: 681 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 681 shares; 2026Q1: 775 shares; 2026Q2: 1,584 shares 1,584 $121K 0.01% +809 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,428 shares; 2024Q4: 1,712 shares; 2025Q1: 2,185 shares; 2025Q2: 2,287 shares; 2025Q3: 2,209 shares; 2025Q4: 2,065 shares; 2026Q1: 2,052 shares; 2026Q2: 1,263 shares 1,263 $121K 0.01% -789 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: 217 shares; 2024Q4: 219 shares; 2025Q1: 710 shares; 2025Q2: 711 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 840 shares; 2026Q2: 817 shares 817 $121K 0.01% -23 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 295 shares; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 307 shares; 2025Q4: 123 shares; 2026Q1: 123 shares; 2026Q2: 383 shares 383 $120K 0.01% +260 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 627 shares; 2025Q1: 699 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 699 shares; 2026Q2: 710 shares 710 $120K 0.01% +11 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 427 shares; 2026Q2: 503 shares 503 $120K 0.01% +76 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,007 shares; 2024Q4: 1,007 shares; 2025Q1: 1,007 shares; 2025Q2: 1,007 shares; 2025Q3: 1,028 shares; 2025Q4: 735 shares; 2026Q1: 714 shares; 2026Q2: 700 shares 700 $119K 0.01% -14 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 642 shares; 2024Q4: 646 shares; 2025Q1: 660 shares; 2025Q2: 729 shares; 2025Q3: 732 shares; 2025Q4: 735 shares; 2026Q1: 945 shares; 2026Q2: 756 shares 756 $119K 0.01% -189 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: 1,094 shares; 2024Q4: 846 shares; 2025Q1: 1,094 shares; 2025Q2: 1,538 shares; 2025Q3: 1,605 shares; 2025Q4: 1,908 shares; 2026Q1: 1,754 shares; 2026Q2: 1,362 shares 1,362 $117K 0.01% -392 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 530 shares; 2024Q4: 530 shares; 2025Q1: 530 shares; 2025Q2: 530 shares; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 200 shares; 2026Q2: 2,217 shares 2,217 $117K 0.01% +2,017 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,874 shares; 2024Q4: 1,874 shares; 2025Q1: 1,874 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,984 shares; 2026Q1: 1,874 shares; 2026Q2: 1,874 shares 1,874 $117K 0.01% 0 Timeline UNIT UNITI GROUP LLC More: the full row for UNITI GROUP LLC Quarterly shares; oldest to newest; scale is this 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 $115K 0.01% 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: 4,041 shares; 2024Q4: 4,041 shares; 2025Q1: 4,025 shares; 2025Q2: 4,010 shares; 2025Q3: 4,480 shares; 2025Q4: 3,592 shares; 2026Q1: 3,382 shares; 2026Q2: 1,401 shares 1,401 $113K 0.01% -1,981 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 998 shares; 2026Q2: 1,010 shares 1,010 $112K 0.01% +12 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 52 shares; 2026Q1: 333 shares; 2026Q2: 514 shares 514 $111K 0.01% +181 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: 1,874 shares; 2024Q4: 2,072 shares; 2025Q1: 1,692 shares; 2025Q2: 1,646 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,068 shares; 2026Q2: 2,683 shares 2,683 $111K 0.01% +1,615 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,267 shares; 2026Q1: 2,194 shares; 2026Q2: 2,530 shares 2,530 $110K 0.01% +336 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 733 shares; 2026Q2: 1,469 shares 1,469 $109K 0.01% +736 Timeline POWR 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: 3,883 shares; 2025Q2: 3,883 shares; 2025Q3: 3,883 shares; 2025Q4: 3,883 shares; 2026Q1: 3,883 shares; 2026Q2: 3,883 shares 3,883 $109K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 89 shares; 2025Q4: 369 shares; 2026Q1: 560 shares; 2026Q2: 481 shares 481 $108K 0.01% -79 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares; 2026Q2: 437 shares 437 $108K 0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 104 shares; 2024Q4: 624 shares; 2025Q1: 56 shares; 2025Q2: 485 shares; 2025Q3: 516 shares; 2025Q4: 898 shares; 2026Q1: 1,314 shares; 2026Q2: 907 shares 907 $107K 0.01% -407 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,646 shares; 2024Q4: 1,646 shares; 2025Q1: 874 shares; 2025Q2: 4,153 shares; 2025Q3: 3,260 shares; 2025Q4: 3,496 shares; 2026Q1: 1,134 shares; 2026Q2: 1,226 shares 1,226 $107K 0.01% +92 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 813 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 2,813 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares; 2026Q2: 3,143 shares 3,143 $106K 0.01% +1,118 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,426 shares; 2024Q4: 20,344 shares; 2025Q1: 20,719 shares; 2025Q2: 20,272 shares; 2025Q3: 20,495 shares; 2025Q4: 19,689 shares; 2026Q1: 19,784 shares; 2026Q2: 21,374 shares 21,374 $105K 0.01% +1,590 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 1,313 shares; 2025Q2: 1,445 shares; 2025Q3: 1,009 shares; 2025Q4: 1,456 shares; 2026Q1: 1,475 shares; 2026Q2: 1,615 shares 1,615 $104K 0.01% +140 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,321 shares; 2026Q2: 2,321 shares 2,321 $102K 0.01% 0 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: 875 shares; 2026Q1: 1,052 shares; 2026Q2: 1,662 shares 1,662 $99.9K 0.01% +610 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,548 shares; 2026Q2: 1,000 shares 1,000 $99.5K 0.01% -548 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 2,003 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares; 2026Q1: 1,960 shares; 2026Q2: 1,960 shares 1,960 $98.7K 0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 720 shares; 2025Q2: 720 shares; 2025Q3: 720 shares; 2025Q4: 720 shares; 2026Q1: 720 shares; 2026Q2: 3,600 shares 3,600 $98.7K 0.01% +2,880 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 184 shares; 2025Q4: 184 shares; 2026Q1: 184 shares; 2026Q2: 186 shares 186 $98.5K 0.01% +2 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: 1,741 shares; 2024Q4: 1,608 shares; 2025Q1: 1,840 shares; 2025Q2: 779 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 923 shares; 2026Q2: 950 shares 950 $97.1K 0.01% +27 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,032 shares; 2024Q4: 935 shares; 2025Q1: 1,004 shares; 2025Q2: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 980 shares; 2026Q2: 1,007 shares 1,007 $96.4K 0.01% +27 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,940 shares; 2024Q4: 3,409 shares; 2025Q1: 1,673 shares; 2025Q2: 1,650 shares; 2025Q3: 1,375 shares; 2025Q4: 1,375 shares; 2026Q1: 1,375 shares; 2026Q2: 1,378 shares 1,378 $93.9K 0.01% +3 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,209 shares; 2024Q4: 1,209 shares; 2025Q1: 1,209 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,209 shares; 2026Q1: 1,209 shares; 2026Q2: 2,133 shares 2,133 $93.6K 0.01% +924 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 34 shares; 2025Q2: 381 shares; 2025Q3: 248 shares; 2025Q4: 201 shares; 2026Q1: 271 shares; 2026Q2: 178 shares 178 $93.2K 0.01% -93 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 882 shares; 2025Q4: 723 shares; 2026Q1: 716 shares; 2026Q2: 734 shares 734 $92.9K 0.01% +18 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,347 shares; 2024Q4: 16,347 shares; 2025Q1: 16,347 shares; 2025Q2: 16,347 shares; 2025Q3: 16,347 shares; 2025Q4: 16,347 shares; 2026Q1: 16,347 shares; 2026Q2: 16,347 shares 16,347 $92.5K 0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares; 2026Q2: 81 shares 81 $91.8K 0.01% +69 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this 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: 3,013 shares 3,013 $90.9K 0.01% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,381 shares; 2024Q4: 4,881 shares; 2025Q1: 4,881 shares; 2025Q2: 5,007 shares; 2025Q3: 5,644 shares; 2025Q4: 6,030 shares; 2026Q1: 5,818 shares; 2026Q2: 5,967 shares 5,967 $90.7K 0.01% +149 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares; 2026Q2: 1,801 shares 1,801 $89.8K 0.01% 0 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,365 shares; 2024Q4: 11,365 shares; 2025Q1: 11,365 shares; 2025Q2: 11,365 shares; 2025Q3: 11,365 shares; 2025Q4: 11,365 shares; 2026Q1: 10,465 shares; 2026Q2: 10,465 shares 10,465 $89.3K 0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 1,011 shares; 2026Q2: 294 shares 294 $89K 0.01% -717 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,250 shares; 2026Q2: 2,518 shares 2,518 $89K 0.01% +268 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,865 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 1,660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares; 2026Q2: 3,979 shares 3,979 $88.6K 0.01% +3,319 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 242 shares; 2026Q2: 246 shares 246 $88.3K 0.01% +4 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25 shares; 2024Q4: not reported; 2025Q1: 288 shares; 2025Q2: 410 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 321 shares; 2026Q2: 370 shares 370 $87.9K 0.01% +49 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,959 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 7,997 shares; 2025Q3: 8,116 shares; 2025Q4: 7,321 shares; 2026Q1: 1,470 shares; 2026Q2: 1,511 shares 1,511 $87.4K 0.01% +41 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 494 shares; 2025Q2: 507 shares; 2025Q3: 508 shares; 2025Q4: 508 shares; 2026Q1: 288 shares; 2026Q2: 278 shares 278 $87.4K 0.01% -10 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235 shares; 2024Q4: 235 shares; 2025Q1: 240 shares; 2025Q2: 268 shares; 2025Q3: 295 shares; 2025Q4: 297 shares; 2026Q1: 241 shares; 2026Q2: 334 shares 334 $87.3K 0.01% +93 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: 44 shares; 2026Q2: 570 shares 570 $86.8K 0.01% +526 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 835 shares; 2025Q3: 778 shares; 2025Q4: 569 shares; 2026Q1: 569 shares; 2026Q2: 568 shares 568 $86.5K 0.01% -1 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,423 shares; 2025Q1: 1,513 shares; 2025Q2: 1,484 shares; 2025Q3: 1,276 shares; 2025Q4: 1,374 shares; 2026Q1: 2,534 shares; 2026Q2: 964 shares 964 $85.5K 0.01% -1,570 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: 106 shares; 2024Q4: 235 shares; 2025Q1: 246 shares; 2025Q2: 254 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 431 shares; 2026Q2: 511 shares 511 $85.2K 0.01% +80 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 202 shares; 2025Q4: 728 shares; 2026Q1: 654 shares; 2026Q2: 582 shares 582 $84.8K 0.01% -72 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 162 shares; 2026Q2: 810 shares 810 $84.8K 0.01% +648 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 226 shares; 2026Q2: 218 shares 218 $84K 0.01% -8 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: 748 shares; 2024Q4: 748 shares; 2025Q1: 773 shares; 2025Q2: 770 shares; 2025Q3: 770 shares; 2025Q4: 786 shares; 2026Q1: 769 shares; 2026Q2: 491 shares 491 $82.4K 0.01% -278 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,371 shares; 2024Q4: 6,371 shares; 2025Q1: 6,371 shares; 2025Q2: 2,343 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,093 shares; 2026Q2: 2,025 shares 2,025 $82K 0.01% -68 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137 shares; 2026Q1: 147 shares; 2026Q2: 151 shares 151 $81.8K 0.01% +4 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,014 shares; 2024Q4: 3,514 shares; 2025Q1: 3,514 shares; 2025Q2: 4,659 shares; 2025Q3: 1,844 shares; 2025Q4: 2,258 shares; 2026Q1: 2,904 shares; 2026Q2: 2,959 shares 2,959 $81K 0.01% +55 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS 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: 221 shares; 2026Q1: 341 shares; 2026Q2: 336 shares 336 $80.9K 0.01% -5 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,803 shares; 2024Q4: 2,803 shares; 2025Q1: 2,865 shares; 2025Q2: 2,929 shares; 2025Q3: 2,989 shares; 2025Q4: 3,049 shares; 2026Q1: 3,110 shares; 2026Q2: 3,168 shares 3,168 $80.9K 0.01% +58 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares; 2026Q2: 1,057 shares 1,057 $79.6K 0.01% +1,005 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares; 2026Q2: 1,004 shares 1,004 $79.3K 0.01% +4 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,383 shares; 2024Q4: 1,383 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 889 shares; 2026Q2: 911 shares 911 $79.2K 0.01% +22 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: 296 shares; 2024Q4: 274 shares; 2025Q1: 298 shares; 2025Q2: 338 shares; 2025Q3: 457 shares; 2025Q4: 320 shares; 2026Q1: 452 shares; 2026Q2: 360 shares 360 $78.7K 0.01% -92 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,719 shares 1,719 $78.6K 0.01% new Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 179 shares; 2025Q4: 179 shares; 2026Q1: 181 shares; 2026Q2: 215 shares 215 $78.6K 0.01% +34 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 834 shares; 2024Q4: 834 shares; 2025Q1: 912 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 765 shares; 2026Q2: 770 shares 770 $78.4K 0.01% +5 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,388 shares; 2024Q4: 17,242 shares; 2025Q1: 17,044 shares; 2025Q2: 17,044 shares; 2025Q3: 17,190 shares; 2025Q4: 17,099 shares; 2026Q1: 13,266 shares; 2026Q2: 13,277 shares 13,277 $77.7K 0.01% +11 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129 shares; 2024Q4: 129 shares; 2025Q1: 129 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 131 shares; 2026Q1: 140 shares; 2026Q2: 146 shares 146 $76.9K 0.01% +6 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 867 shares; 2026Q1: 867 shares; 2026Q2: 863 shares 863 $76.5K 0.01% -4 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,081 shares 5,081 $76.4K 0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 841 shares; 2026Q1: 841 shares; 2026Q2: 1,862 shares 1,862 $76.1K 0.01% +1,021 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 648 shares; 2025Q2: 1,032 shares; 2025Q3: 1,154 shares; 2025Q4: 1,032 shares; 2026Q1: 1,287 shares; 2026Q2: 1,324 shares 1,324 $73.5K 0.01% +37 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,070 shares; 2024Q4: 1,638 shares; 2025Q1: 1,638 shares; 2025Q2: 1,624 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,070 shares; 2026Q2: 1,070 shares 1,070 $73.2K 0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 514 shares; 2024Q4: 514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 963 shares; 2026Q1: 963 shares; 2026Q2: 981 shares 981 $73K 0.01% +18 Timeline ALOY REALLOYS INC More: the full row for REALLOYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $72.2K 0.01% 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: 819 shares; 2024Q4: 829 shares; 2025Q1: 817 shares; 2025Q2: 1,038 shares; 2025Q3: 951 shares; 2025Q4: 770 shares; 2026Q1: 644 shares; 2026Q2: 358 shares 358 $72.2K 0.01% -286 Timeline NTNX NUTANIX INC More: the full row for NUTANIX 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: 115 shares; 2026Q2: 1,413 shares 1,413 $72K 0.01% +1,298 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18 shares; 2026Q1: 36 shares; 2026Q2: 706 shares 706 $71.8K 0.01% +670 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,487 shares; 2024Q4: 40,390 shares; 2025Q1: 40,282 shares; 2025Q2: 40,285 shares; 2025Q3: 40,242 shares; 2025Q4: 40,248 shares; 2026Q1: 40,226 shares; 2026Q2: 40,178 shares 40,178 $71.5K -48 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline