MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,154,114 shares; 2024Q2: 4,197,286 shares; 2024Q3: 4,165,124 shares; 2024Q4: 4,093,192 shares; 2025Q1: 4,059,787 shares; 2025Q2: 4,057,200 shares; 2025Q3: 4,056,166 shares; 2025Q4: 4,054,459 shares 4,054,459 $156M 17.34% -1,707 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 80,744 shares; 2024Q2: 93,085 shares; 2024Q3: 373,935 shares; 2024Q4: 1,127,228 shares; 2025Q1: 1,147,810 shares; 2025Q2: 1,128,108 shares; 2025Q3: 1,149,962 shares; 2025Q4: 1,189,268 shares 1,189,268 $35.2M 3.91% +39,306 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 141,912 shares; 2024Q2: 140,141 shares; 2024Q3: 138,154 shares; 2024Q4: 136,721 shares; 2025Q1: 133,327 shares; 2025Q2: 132,674 shares; 2025Q3: 132,234 shares; 2025Q4: 129,033 shares 129,033 $35.1M 3.9% -3,201 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 77,557 shares; 2024Q2: 87,833 shares; 2024Q3: 271,622 shares; 2024Q4: 259,372 shares; 2025Q1: 264,075 shares; 2025Q2: 277,102 shares; 2025Q3: 261,257 shares; 2025Q4: 264,062 shares 264,062 $32.1M 3.57% +2,805 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,088 shares; 2024Q2: 54,393 shares; 2024Q3: 313,349 shares; 2024Q4: 305,219 shares; 2025Q1: 308,182 shares; 2025Q2: 309,703 shares; 2025Q3: 301,843 shares; 2025Q4: 309,089 shares 309,089 $24.8M 2.75% +7,246 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,402 shares; 2024Q2: 29,032 shares; 2024Q3: 32,233 shares; 2024Q4: 29,833 shares; 2025Q1: 29,777 shares; 2025Q2: 43,909 shares; 2025Q3: 45,929 shares; 2025Q4: 227,052 shares 227,052 $24.3M 2.7% +181,123 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 88,191 shares; 2024Q2: 95,679 shares; 2024Q3: 218,380 shares; 2024Q4: 236,510 shares; 2025Q1: 234,514 shares; 2025Q2: 260,198 shares; 2025Q3: 260,725 shares; 2025Q4: 268,262 shares 268,262 $24M 2.67% +7,537 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580,237 shares; 2025Q3: 604,715 shares; 2025Q4: 720,616 shares 720,616 $18.9M 2.1% +115,901 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436,493 shares; 2025Q3: 490,947 shares; 2025Q4: 631,343 shares 631,343 $16.3M 1.81% +140,396 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 95,936 shares; 2024Q2: 92,796 shares; 2024Q3: 287,425 shares; 2024Q4: 297,004 shares; 2025Q1: 297,849 shares; 2025Q2: 219,590 shares; 2025Q3: 246,535 shares; 2025Q4: 208,197 shares 208,197 $15.8M 1.75% -38,338 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,172 shares; 2024Q2: 16,871 shares; 2024Q3: 145,728 shares; 2024Q4: 131,577 shares; 2025Q1: 131,851 shares; 2025Q2: 132,160 shares; 2025Q3: 153,614 shares; 2025Q4: 145,786 shares 145,786 $14.6M 1.62% -7,828 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,601 shares; 2024Q2: 30,460 shares; 2024Q3: 30,326 shares; 2024Q4: 30,827 shares; 2025Q1: 30,581 shares; 2025Q2: 30,191 shares; 2025Q3: 30,183 shares; 2025Q4: 29,487 shares 29,487 $14.3M 1.58% -696 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 44,134 shares; 2024Q2: 48,619 shares; 2024Q3: 171,871 shares; 2024Q4: 132,194 shares; 2025Q1: 132,700 shares; 2025Q2: 118,111 shares; 2025Q3: 132,517 shares; 2025Q4: 178,381 shares 178,381 $14.2M 1.58% +45,864 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; 2024Q1: 39,274 shares; 2024Q2: 37,705 shares; 2024Q3: 52,069 shares; 2024Q4: 52,688 shares; 2025Q1: 66,074 shares; 2025Q2: 66,613 shares; 2025Q3: 61,805 shares; 2025Q4: 36,909 shares 36,909 $10.5M 1.17% -24,896 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; 2024Q1: 31,242 shares; 2024Q2: 30,948 shares; 2024Q3: 30,684 shares; 2024Q4: 30,280 shares; 2025Q1: 30,237 shares; 2025Q2: 30,240 shares; 2025Q3: 30,315 shares; 2025Q4: 29,866 shares 29,866 $9.62M 1.07% -449 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 27,300 shares; 2024Q2: 26,259 shares; 2024Q3: 25,795 shares; 2024Q4: 24,680 shares; 2025Q1: 25,138 shares; 2025Q2: 24,785 shares; 2025Q3: 25,802 shares; 2025Q4: 24,121 shares 24,121 $7.57M 0.84% -1,681 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 37,110 shares; 2024Q2: 36,820 shares; 2024Q3: 36,748 shares; 2024Q4: 36,494 shares; 2025Q1: 34,277 shares; 2025Q2: 33,316 shares; 2025Q3: 31,565 shares; 2025Q4: 31,422 shares 31,422 $7.18M 0.8% -143 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; 2024Q1: 6,312 shares; 2024Q2: 6,348 shares; 2024Q3: 6,347 shares; 2024Q4: 6,347 shares; 2025Q1: 6,320 shares; 2025Q2: 6,405 shares; 2025Q3: 6,353 shares; 2025Q4: 6,414 shares 6,414 $6.89M 0.77% +61 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; 2024Q1: 8,946 shares; 2024Q2: 9,854 shares; 2024Q3: 9,589 shares; 2024Q4: 9,207 shares; 2025Q1: 8,699 shares; 2025Q2: 8,981 shares; 2025Q3: 9,324 shares; 2025Q4: 9,989 shares 9,989 $6.59M 0.73% +665 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,044 shares; 2024Q2: 2,819 shares; 2024Q3: 29,396 shares; 2024Q4: 26,903 shares; 2025Q1: 21,331 shares; 2025Q2: 21,341 shares; 2025Q3: 20,913 shares; 2025Q4: 18,996 shares 18,996 $6.57M 0.73% -1,917 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 107,502 shares; 2024Q2: 152,502 shares; 2024Q3: 164,069 shares; 2024Q4: 184,944 shares; 2025Q1: 184,507 shares; 2025Q2: 322,735 shares; 2025Q3: 338,220 shares; 2025Q4: 369,222 shares 369,222 $6.47M 0.72% +31,002 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,121 shares; 2025Q2: 56,121 shares; 2025Q3: 56,121 shares; 2025Q4: 55,956 shares 55,956 $6.44M 0.71% -165 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 41,768 shares; 2024Q2: 41,961 shares; 2024Q3: 53,704 shares; 2024Q4: 48,738 shares; 2025Q1: 55,560 shares; 2025Q2: 55,687 shares; 2025Q3: 55,634 shares; 2025Q4: 51,294 shares 51,294 $5.74M 0.64% -4,340 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; 2024Q1: 23,627 shares; 2024Q2: 21,717 shares; 2024Q3: 21,337 shares; 2024Q4: 20,779 shares; 2025Q1: 20,298 shares; 2025Q2: 20,911 shares; 2025Q3: 22,773 shares; 2025Q4: 24,504 shares 24,504 $5.66M 0.63% +1,731 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; 2024Q1: 10,846 shares; 2024Q2: 10,658 shares; 2024Q3: 10,750 shares; 2024Q4: 10,579 shares; 2025Q1: 11,032 shares; 2025Q2: 12,197 shares; 2025Q3: 11,717 shares; 2025Q4: 11,135 shares 11,135 $5.6M 0.62% -582 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; 2024Q1: 12,846 shares; 2024Q2: 20,929 shares; 2024Q3: 22,063 shares; 2024Q4: 24,347 shares; 2025Q1: 20,517 shares; 2025Q2: 34,712 shares; 2025Q3: 39,271 shares; 2025Q4: 32,855 shares 32,855 $5.59M 0.62% -6,416 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107,413 shares 107,413 $5.35M 0.59% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,742 shares; 2024Q2: 23,268 shares; 2024Q3: 23,099 shares; 2024Q4: 22,948 shares; 2025Q1: 23,261 shares; 2025Q2: 27,434 shares; 2025Q3: 26,345 shares; 2025Q4: 25,794 shares 25,794 $5.34M 0.59% -551 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; 2024Q1: 7,768 shares; 2024Q2: 7,562 shares; 2024Q3: 7,562 shares; 2024Q4: 7,820 shares; 2025Q1: 7,820 shares; 2025Q2: 7,820 shares; 2025Q3: 7,753 shares; 2025Q4: 7,753 shares 7,753 $5.29M 0.59% 0 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; 2024Q1: 8,842 shares; 2024Q2: 6,817 shares; 2024Q3: 5,558 shares; 2024Q4: 6,847 shares; 2025Q1: 4,704 shares; 2025Q2: 1,122 shares; 2025Q3: 9,446 shares; 2025Q4: 10,704 shares 10,704 $5.22M 0.58% +1,258 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39,806 shares; 2024Q2: 40,476 shares; 2024Q3: 41,080 shares; 2024Q4: 40,580 shares; 2025Q1: 40,154 shares; 2025Q2: 39,466 shares; 2025Q3: 39,597 shares; 2025Q4: 38,580 shares 38,580 $4.83M 0.54% -1,017 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 38,926 shares; 2024Q2: 41,767 shares; 2024Q3: 52,523 shares; 2024Q4: 47,869 shares; 2025Q1: 47,876 shares; 2025Q2: 48,814 shares; 2025Q3: 52,736 shares; 2025Q4: 56,665 shares 56,665 $4.75M 0.53% +3,929 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; 2024Q1: 28,943 shares; 2024Q2: 30,641 shares; 2024Q3: 47,466 shares; 2024Q4: 49,361 shares; 2025Q1: 52,135 shares; 2025Q2: 53,932 shares; 2025Q3: 55,299 shares; 2025Q4: 110,452 shares 110,452 $4.72M 0.52% +55,153 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,385 shares; 2025Q3: 90,875 shares; 2025Q4: 105,611 shares 105,611 $4.69M 0.52% +14,736 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; 2024Q1: 6,103 shares; 2024Q2: 6,099 shares; 2024Q3: 5,986 shares; 2024Q4: 5,956 shares; 2025Q1: 5,888 shares; 2025Q2: 5,878 shares; 2025Q3: 5,878 shares; 2025Q4: 5,628 shares 5,628 $4.55M 0.51% -250 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,958 shares; 2024Q2: 7,919 shares; 2024Q3: 7,919 shares; 2024Q4: 7,919 shares; 2025Q1: 7,987 shares; 2025Q2: 7,987 shares; 2025Q3: 8,007 shares; 2025Q4: 7,927 shares 7,927 $4.54M 0.5% -80 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 27,352 shares; 2024Q2: 26,467 shares; 2024Q3: 25,294 shares; 2024Q4: 24,968 shares; 2025Q1: 25,237 shares; 2025Q2: 25,201 shares; 2025Q3: 24,284 shares; 2025Q4: 23,096 shares 23,096 $4.5M 0.5% -1,188 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,828 shares; 2024Q2: 21,211 shares; 2024Q3: 19,794 shares; 2024Q4: 19,827 shares; 2025Q1: 18,529 shares; 2025Q2: 16,650 shares; 2025Q3: 15,377 shares; 2025Q4: 14,274 shares 14,274 $4.47M 0.5% -1,103 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,950 shares; 2024Q2: 6,950 shares; 2024Q3: 6,989 shares; 2024Q4: 6,492 shares; 2025Q1: 6,492 shares; 2025Q2: 6,452 shares; 2025Q3: 6,452 shares; 2025Q4: 6,452 shares 6,452 $4.42M 0.49% 0 Timeline FRMI FERMI INC More: the full row for FERMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 545,474 shares 545,474 $4.36M 0.48% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 76,641 shares; 2024Q2: 87,231 shares; 2024Q3: 87,231 shares; 2024Q4: 87,231 shares; 2025Q1: 94,731 shares; 2025Q2: 94,731 shares; 2025Q3: 94,731 shares; 2025Q4: 94,731 shares 94,731 $4.28M 0.48% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,442 shares; 2024Q2: 11,462 shares; 2024Q3: 11,606 shares; 2024Q4: 11,606 shares; 2025Q1: 11,606 shares; 2025Q2: 11,606 shares; 2025Q3: 13,854 shares; 2025Q4: 14,734 shares 14,734 $4.28M 0.47% +880 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 56,142 shares; 2024Q2: 64,710 shares; 2024Q3: 58,650 shares; 2024Q4: 67,580 shares; 2025Q1: 75,276 shares; 2025Q2: 75,450 shares; 2025Q3: 79,258 shares; 2025Q4: 76,320 shares 76,320 $4.06M 0.45% -2,938 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,578 shares; 2024Q2: 21,774 shares; 2024Q3: 20,033 shares; 2024Q4: 16,881 shares; 2025Q1: 39,518 shares; 2025Q2: 48,012 shares; 2025Q3: 53,588 shares; 2025Q4: 45,102 shares 45,102 $4.02M 0.45% -8,486 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 32,450 shares; 2024Q2: 37,867 shares; 2024Q3: 37,654 shares; 2024Q4: 38,410 shares; 2025Q1: 37,795 shares; 2025Q2: 37,567 shares; 2025Q3: 37,623 shares; 2025Q4: 33,202 shares 33,202 $4M 0.44% -4,421 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,282 shares; 2024Q2: 12,099 shares; 2024Q3: 13,423 shares; 2024Q4: 19,841 shares; 2025Q1: 26,861 shares; 2025Q2: 23,810 shares; 2025Q3: 21,451 shares; 2025Q4: 21,927 shares 21,927 $3.96M 0.44% +476 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,541 shares; 2024Q2: 24,116 shares; 2024Q3: 26,486 shares; 2024Q4: 26,646 shares; 2025Q1: 21,096 shares; 2025Q2: 25,672 shares; 2025Q3: 36,559 shares; 2025Q4: 46,799 shares 46,799 $3.93M 0.44% +10,240 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,952 shares; 2024Q2: 6,655 shares; 2024Q3: 7,687 shares; 2024Q4: 7,838 shares; 2025Q1: 5,746 shares; 2025Q2: 4,822 shares; 2025Q3: 4,822 shares; 2025Q4: 4,733 shares 4,733 $3.88M 0.43% -89 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; 2024Q1: 222,147 shares; 2024Q2: 225,683 shares; 2024Q3: 229,386 shares; 2024Q4: 212,148 shares; 2025Q1: 151,593 shares; 2025Q2: 151,433 shares; 2025Q3: 151,225 shares; 2025Q4: 155,471 shares 155,471 $3.86M 0.43% +4,246 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; 2024Q1: 54,864 shares; 2024Q2: 103,605 shares; 2024Q3: 110,089 shares; 2024Q4: 115,572 shares; 2025Q1: 111,340 shares; 2025Q2: 78,207 shares; 2025Q3: 82,368 shares; 2025Q4: 66,708 shares 66,708 $3.82M 0.42% -15,660 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 94,678 shares; 2024Q2: 131,478 shares; 2024Q3: 141,456 shares; 2024Q4: 171,171 shares; 2025Q1: 170,789 shares; 2025Q2: 203,904 shares; 2025Q3: 214,218 shares; 2025Q4: 206,858 shares 206,858 $3.6M 0.4% -7,360 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; 2024Q1: 4,608 shares; 2024Q2: 4,631 shares; 2024Q3: 4,605 shares; 2024Q4: 4,654 shares; 2025Q1: 4,645 shares; 2025Q2: 6,796 shares; 2025Q3: 6,224 shares; 2025Q4: 6,073 shares 6,073 $3.52M 0.39% -151 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; 2024Q1: 49,001 shares; 2024Q2: 47,867 shares; 2024Q3: 47,286 shares; 2024Q4: 46,663 shares; 2025Q1: 47,012 shares; 2025Q2: 47,001 shares; 2025Q3: 47,211 shares; 2025Q4: 44,559 shares 44,559 $3.43M 0.38% -2,652 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 95,635 shares; 2024Q2: 100,673 shares; 2024Q3: 94,599 shares; 2024Q4: 91,120 shares; 2025Q1: 70,217 shares; 2025Q2: 75,262 shares; 2025Q3: 75,436 shares; 2025Q4: 76,312 shares 76,312 $3.4M 0.38% +876 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,012 shares; 2024Q2: 30,376 shares; 2024Q3: 30,144 shares; 2024Q4: 28,689 shares; 2025Q1: 28,971 shares; 2025Q2: 29,975 shares; 2025Q3: 30,357 shares; 2025Q4: 30,384 shares 30,384 $3.39M 0.38% +27 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; 2024Q1: 50,883 shares; 2024Q2: 49,130 shares; 2024Q3: 45,585 shares; 2024Q4: 44,644 shares; 2025Q1: 53,533 shares; 2025Q2: 41,609 shares; 2025Q3: 44,324 shares; 2025Q4: 41,053 shares 41,053 $3.34M 0.37% -3,271 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,603 shares; 2024Q2: 9,349 shares; 2024Q3: 9,207 shares; 2024Q4: 9,004 shares; 2025Q1: 9,025 shares; 2025Q2: 9,387 shares; 2025Q3: 9,459 shares; 2025Q4: 9,330 shares 9,330 $3.27M 0.36% -129 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; 2024Q1: 32,734 shares; 2024Q2: 32,396 shares; 2024Q3: 32,104 shares; 2024Q4: 31,728 shares; 2025Q1: 23,427 shares; 2025Q2: 23,209 shares; 2025Q3: 23,217 shares; 2025Q4: 22,623 shares 22,623 $3.24M 0.36% -594 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,103 shares; 2024Q2: 9,103 shares; 2024Q3: 9,103 shares; 2024Q4: 9,103 shares; 2025Q1: 9,103 shares; 2025Q2: 9,103 shares; 2025Q3: 9,103 shares; 2025Q4: 9,103 shares 9,103 $3.21M 0.36% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 70,249 shares; 2024Q2: 68,431 shares; 2024Q3: 60,987 shares; 2024Q4: 60,198 shares; 2025Q1: 55,320 shares; 2025Q2: 50,361 shares; 2025Q3: 48,814 shares; 2025Q4: 46,988 shares 46,988 $3.16M 0.35% -1,826 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,714 shares; 2024Q2: 23,575 shares; 2024Q3: 23,483 shares; 2024Q4: 23,356 shares; 2025Q1: 23,510 shares; 2025Q2: 23,362 shares; 2025Q3: 23,560 shares; 2025Q4: 20,535 shares 20,535 $3.13M 0.35% -3,025 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,002 shares; 2024Q2: 11,540 shares; 2024Q3: 8,029 shares; 2024Q4: 7,355 shares; 2025Q1: 9,695 shares; 2025Q2: 11,214 shares; 2025Q3: 12,721 shares; 2025Q4: 16,234 shares 16,234 $3.03M 0.34% +3,513 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 116,570 shares; 2024Q2: 122,712 shares; 2024Q3: 132,312 shares; 2024Q4: 119,005 shares; 2025Q1: 91,235 shares; 2025Q2: 89,185 shares; 2025Q3: 90,647 shares; 2025Q4: 95,748 shares 95,748 $2.96M 0.33% +5,101 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; 2024Q1: 9,762 shares; 2024Q2: 9,790 shares; 2024Q3: 9,790 shares; 2024Q4: 9,790 shares; 2025Q1: 9,762 shares; 2025Q2: 9,771 shares; 2025Q3: 9,771 shares; 2025Q4: 9,771 shares 9,771 $2.89M 0.32% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,394 shares; 2024Q2: 19,738 shares; 2024Q3: 22,951 shares; 2024Q4: 21,943 shares; 2025Q1: 22,047 shares; 2025Q2: 24,772 shares; 2025Q3: 25,033 shares; 2025Q4: 29,835 shares 29,835 $2.87M 0.32% +4,802 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,057 shares; 2024Q2: 31,185 shares; 2024Q3: 46,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 49,498 shares; 2025Q3: 96,182 shares; 2025Q4: 79,578 shares 79,578 $2.86M 0.32% -16,604 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47,008 shares; 2024Q2: 49,083 shares; 2024Q3: 48,700 shares; 2024Q4: 48,700 shares; 2025Q1: 47,989 shares; 2025Q2: 43,109 shares; 2025Q3: 41,999 shares; 2025Q4: 41,859 shares 41,859 $2.72M 0.3% -140 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; 2024Q1: 21,168 shares; 2024Q2: 11,481 shares; 2024Q3: 12,087 shares; 2024Q4: 20,196 shares; 2025Q1: 20,394 shares; 2025Q2: 12,648 shares; 2025Q3: 19,992 shares; 2025Q4: 17,078 shares 17,078 $2.72M 0.3% -2,914 Timeline SIG SIGNET JEWELERS LTD More: the full row for SIGNET JEWELERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,395 shares; 2024Q2: 16,974 shares; 2024Q3: 19,936 shares; 2024Q4: 24,372 shares; 2025Q1: 63,725 shares; 2025Q2: 46,720 shares; 2025Q3: 40,544 shares; 2025Q4: 32,757 shares 32,757 $2.71M 0.3% -7,787 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,165 shares; 2024Q2: 31,698 shares; 2024Q3: 26,379 shares; 2024Q4: 20,723 shares; 2025Q1: 18,087 shares; 2025Q2: 16,017 shares; 2025Q3: 16,017 shares; 2025Q4: 16,137 shares 16,137 $2.71M 0.3% +120 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,000 shares; 2024Q2: 33,045 shares; 2024Q3: 33,045 shares; 2024Q4: 33,045 shares; 2025Q1: 33,000 shares; 2025Q2: 33,000 shares; 2025Q3: 33,000 shares; 2025Q4: 33,000 shares 33,000 $2.71M 0.3% 0 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; 2024Q1: 8,991 shares; 2024Q2: 9,665 shares; 2024Q3: 8,570 shares; 2024Q4: 8,321 shares; 2025Q1: 8,331 shares; 2025Q2: 8,087 shares; 2025Q3: 8,129 shares; 2025Q4: 7,767 shares 7,767 $2.67M 0.3% -362 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,681 shares; 2024Q2: 4,731 shares; 2024Q3: 4,033 shares; 2024Q4: 9,156 shares; 2025Q1: 24,110 shares; 2025Q2: 24,117 shares; 2025Q3: 22,021 shares; 2025Q4: 22,015 shares 22,015 $2.57M 0.29% -6 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; 2024Q1: 71,537 shares; 2024Q2: 70,532 shares; 2024Q3: 79,597 shares; 2024Q4: 67,939 shares; 2025Q1: 77,218 shares; 2025Q2: 128,038 shares; 2025Q3: 181,633 shares; 2025Q4: 151,541 shares 151,541 $2.5M 0.28% -30,092 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,136 shares; 2024Q2: 11,505 shares; 2024Q3: 10,298 shares; 2024Q4: 9,960 shares; 2025Q1: 10,079 shares; 2025Q2: 9,620 shares; 2025Q3: 10,691 shares; 2025Q4: 11,500 shares 11,500 $2.5M 0.28% +809 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; 2024Q1: 6,103 shares; 2024Q2: 5,837 shares; 2024Q3: 5,814 shares; 2024Q4: 5,183 shares; 2025Q1: 4,424 shares; 2025Q2: 4,137 shares; 2025Q3: 4,051 shares; 2025Q4: 3,915 shares 3,915 $2.46M 0.27% -136 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; 2024Q1: 8,243 shares; 2024Q2: 8,243 shares; 2024Q3: 7,858 shares; 2024Q4: 7,758 shares; 2025Q1: 7,758 shares; 2025Q2: 7,671 shares; 2025Q3: 9,279 shares; 2025Q4: 9,311 shares 9,311 $2.4M 0.27% +32 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; 2024Q1: 7,274 shares; 2024Q2: 4,205 shares; 2024Q3: 3,629 shares; 2024Q4: 3,700 shares; 2025Q1: 3,600 shares; 2025Q2: 3,784 shares; 2025Q3: 3,884 shares; 2025Q4: 3,884 shares 3,884 $2.39M 0.26% 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,687 shares; 2025Q2: 20,266 shares; 2025Q3: 22,615 shares; 2025Q4: 18,611 shares 18,611 $2.34M 0.26% -4,004 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,229 shares; 2024Q2: 22,390 shares; 2024Q3: 25,169 shares; 2024Q4: 26,544 shares; 2025Q1: 27,679 shares; 2025Q2: 43,979 shares; 2025Q3: 58,245 shares; 2025Q4: 30,157 shares 30,157 $2.33M 0.26% -28,088 Timeline JPLD 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; 2024Q1: 10,247 shares; 2024Q2: 24,273 shares; 2024Q3: 41,003 shares; 2024Q4: 40,444 shares; 2025Q1: 39,359 shares; 2025Q2: 36,514 shares; 2025Q3: 37,588 shares; 2025Q4: 43,841 shares 43,841 $2.29M 0.25% +6,253 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,680 shares; 2024Q2: 11,756 shares; 2024Q3: 11,619 shares; 2024Q4: 11,416 shares; 2025Q1: 11,513 shares; 2025Q2: 11,466 shares; 2025Q3: 11,170 shares; 2025Q4: 11,022 shares 11,022 $2.29M 0.25% -148 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 61,378 shares; 2024Q2: 73,280 shares; 2024Q3: 85,568 shares; 2024Q4: 79,238 shares; 2025Q1: 77,964 shares; 2025Q2: 66,841 shares; 2025Q3: 63,576 shares; 2025Q4: 61,700 shares 61,700 $2.28M 0.25% -1,876 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,498 shares; 2024Q2: 7,583 shares; 2024Q3: 7,583 shares; 2024Q4: 7,584 shares; 2025Q1: 7,585 shares; 2025Q2: 7,026 shares; 2025Q3: 7,026 shares; 2025Q4: 7,361 shares 7,361 $2.27M 0.25% +335 Timeline JMUB 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 44,531 shares 44,531 $2.25M 0.25% +40,489 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; 2024Q1: 37,486 shares; 2024Q2: 36,879 shares; 2024Q3: 57,725 shares; 2024Q4: 53,747 shares; 2025Q1: 45,215 shares; 2025Q2: 45,238 shares; 2025Q3: 42,628 shares; 2025Q4: 32,168 shares 32,168 $2.23M 0.25% -10,460 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,690 shares; 2024Q2: 10,612 shares; 2024Q3: 9,787 shares; 2024Q4: 9,750 shares; 2025Q1: 9,784 shares; 2025Q2: 9,766 shares; 2025Q3: 4,805 shares; 2025Q4: 4,794 shares 4,794 $2.23M 0.25% -11 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,806 shares; 2025Q3: 13,875 shares; 2025Q4: 13,665 shares 13,665 $2.21M 0.25% -210 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; 2024Q1: 56,123 shares; 2024Q2: 56,118 shares; 2024Q3: 55,793 shares; 2024Q4: 62,251 shares; 2025Q1: 52,085 shares; 2025Q2: 51,752 shares; 2025Q3: 51,177 shares; 2025Q4: 51,066 shares 51,066 $2.08M 0.23% -111 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,840 shares; 2025Q2: 34,785 shares; 2025Q3: 34,821 shares; 2025Q4: 35,161 shares 35,161 $2.04M 0.23% +340 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; 2024Q1: 13,267 shares; 2024Q2: 13,267 shares; 2024Q3: 12,855 shares; 2024Q4: 12,855 shares; 2025Q1: 12,855 shares; 2025Q2: 12,855 shares; 2025Q3: 12,825 shares; 2025Q4: 12,680 shares 12,680 $2.03M 0.23% -145 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,727 shares; 2024Q2: 18,681 shares; 2024Q3: 20,591 shares; 2024Q4: 19,882 shares; 2025Q1: 19,592 shares; 2025Q2: 18,136 shares; 2025Q3: 18,440 shares; 2025Q4: 21,334 shares 21,334 $2.03M 0.23% +2,894 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,877 shares; 2024Q2: 19,265 shares; 2024Q3: 16,739 shares; 2024Q4: 16,596 shares; 2025Q1: 28,606 shares; 2025Q2: 28,661 shares; 2025Q3: 25,846 shares; 2025Q4: 24,172 shares 24,172 $2.02M 0.22% -1,674 Timeline FEZ 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,987 shares; 2025Q3: 33,807 shares; 2025Q4: 31,157 shares 31,157 $2.01M 0.22% -2,650 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,265 shares; 2024Q2: 16,646 shares; 2024Q3: 15,712 shares; 2024Q4: 14,923 shares; 2025Q1: 15,600 shares; 2025Q2: 15,094 shares; 2025Q3: 17,488 shares; 2025Q4: 20,718 shares 20,718 $1.98M 0.22% +3,230 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; 2024Q1: 2,667 shares; 2024Q2: 2,550 shares; 2024Q3: 2,478 shares; 2024Q4: 2,337 shares; 2025Q1: 2,367 shares; 2025Q2: 2,351 shares; 2025Q3: 2,384 shares; 2025Q4: 2,230 shares 2,230 $1.96M 0.22% -154 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 72,436 shares; 2024Q2: 68,314 shares; 2024Q3: 63,004 shares; 2024Q4: 97,358 shares; 2025Q1: 89,980 shares; 2025Q2: 81,558 shares; 2025Q3: 79,156 shares; 2025Q4: 79,156 shares 79,156 $1.9M 0.21% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 166,934 shares; 2024Q2: 138,439 shares; 2024Q3: 180,215 shares; 2024Q4: 183,981 shares; 2025Q1: 138,460 shares; 2025Q2: 94,557 shares; 2025Q3: 92,248 shares; 2025Q4: 73,877 shares 73,877 $1.88M 0.21% -18,371 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,873 shares; 2024Q2: 33,203 shares; 2024Q3: 37,648 shares; 2024Q4: 37,834 shares; 2025Q1: 28,472 shares; 2025Q2: 33,663 shares; 2025Q3: 27,623 shares; 2025Q4: 23,817 shares 23,817 $1.88M 0.21% -3,806 Timeline SVIX VS TRUST More: the full row for VS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38,370 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,572 shares 76,572 $1.86M 0.21% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,356 shares; 2024Q2: 7,020 shares; 2024Q3: 10,067 shares; 2024Q4: 10,067 shares; 2025Q1: 10,052 shares; 2025Q2: 10,052 shares; 2025Q3: 10,052 shares; 2025Q4: 9,934 shares 9,934 $1.82M 0.2% -118 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,657 shares; 2024Q2: 11,342 shares; 2024Q3: 10,264 shares; 2024Q4: 10,474 shares; 2025Q1: 10,662 shares; 2025Q2: 10,059 shares; 2025Q3: 9,586 shares; 2025Q4: 9,910 shares 9,910 $1.76M 0.2% +324 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; 2024Q1: 12,070 shares; 2024Q2: 11,953 shares; 2024Q3: 13,276 shares; 2024Q4: 12,882 shares; 2025Q1: 13,044 shares; 2025Q2: 13,034 shares; 2025Q3: 13,130 shares; 2025Q4: 13,106 shares 13,106 $1.74M 0.19% -24 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81,800 shares; 2025Q1: 193,534 shares; 2025Q2: 193,907 shares; 2025Q3: 181,134 shares; 2025Q4: 133,267 shares 133,267 $1.74M 0.19% -47,867 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 25,059 shares; 2024Q4: 26,885 shares; 2025Q1: 35,588 shares; 2025Q2: 23,834 shares; 2025Q3: 23,520 shares; 2025Q4: 15,667 shares 15,667 $1.73M 0.19% -7,853 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; 2024Q1: 7,571 shares; 2024Q2: 7,367 shares; 2024Q3: 7,051 shares; 2024Q4: 6,976 shares; 2025Q1: 7,048 shares; 2025Q2: 6,335 shares; 2025Q3: 6,257 shares; 2025Q4: 6,148 shares 6,148 $1.72M 0.19% -109 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,903 shares; 2025Q2: 54,389 shares; 2025Q3: 54,256 shares; 2025Q4: 55,295 shares 55,295 $1.71M 0.19% +1,039 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; 2024Q1: 8,013 shares; 2024Q2: 15,264 shares; 2024Q3: 11,539 shares; 2024Q4: 8,993 shares; 2025Q1: not reported; 2025Q2: 4,304 shares; 2025Q3: 17,768 shares; 2025Q4: 19,949 shares 19,949 $1.7M 0.19% +2,181 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; 2024Q1: 2,163 shares; 2024Q2: 2,122 shares; 2024Q3: 2,055 shares; 2024Q4: 1,936 shares; 2025Q1: 1,963 shares; 2025Q2: 1,990 shares; 2025Q3: 2,010 shares; 2025Q4: 1,959 shares 1,959 $1.69M 0.19% -51 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,377 shares; 2024Q2: 3,318 shares; 2024Q3: 3,562 shares; 2024Q4: 3,961 shares; 2025Q1: 3,194 shares; 2025Q2: 3,775 shares; 2025Q3: 3,770 shares; 2025Q4: 3,744 shares 3,744 $1.68M 0.19% -26 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,673 shares; 2024Q2: 22,145 shares; 2024Q3: 18,875 shares; 2024Q4: 19,245 shares; 2025Q1: 19,020 shares; 2025Q2: 19,350 shares; 2025Q3: 17,720 shares; 2025Q4: 17,187 shares 17,187 $1.65M 0.18% -533 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,164 shares; 2024Q2: 18,026 shares; 2024Q3: 18,727 shares; 2024Q4: 18,191 shares; 2025Q1: 18,191 shares; 2025Q2: 18,133 shares; 2025Q3: 18,133 shares; 2025Q4: 17,130 shares 17,130 $1.65M 0.18% -1,003 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,656 shares; 2024Q2: 7,356 shares; 2024Q3: 7,247 shares; 2024Q4: 6,849 shares; 2025Q1: 6,193 shares; 2025Q2: 6,001 shares; 2025Q3: 5,023 shares; 2025Q4: 6,198 shares 6,198 $1.64M 0.18% +1,175 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 30,718 shares; 2025Q1: 49,903 shares; 2025Q2: 55,190 shares; 2025Q3: 56,098 shares; 2025Q4: 59,826 shares 59,826 $1.64M 0.18% +3,728 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,131 shares; 2024Q2: 2,167 shares; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,148 shares; 2025Q2: 2,491 shares; 2025Q3: 2,487 shares; 2025Q4: 2,746 shares 2,746 $1.57M 0.17% +259 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; 2024Q1: 28,991 shares; 2024Q2: 28,991 shares; 2024Q3: 28,991 shares; 2024Q4: 28,991 shares; 2025Q1: 28,816 shares; 2025Q2: 28,816 shares; 2025Q3: 28,588 shares; 2025Q4: 28,588 shares 28,588 $1.57M 0.17% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,160 shares; 2024Q2: 9,889 shares; 2024Q3: 11,931 shares; 2024Q4: 12,622 shares; 2025Q1: 18,838 shares; 2025Q2: 16,539 shares; 2025Q3: 12,990 shares; 2025Q4: 16,565 shares 16,565 $1.55M 0.17% +3,575 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 3,856 shares; 2024Q3: 3,856 shares; 2024Q4: 3,856 shares; 2025Q1: 3,856 shares; 2025Q2: 3,856 shares; 2025Q3: 3,856 shares; 2025Q4: 3,856 shares 3,856 $1.49M 0.17% 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; 2024Q1: 12,676 shares; 2024Q2: 11,063 shares; 2024Q3: 11,063 shares; 2024Q4: 11,001 shares; 2025Q1: 11,269 shares; 2025Q2: 10,855 shares; 2025Q3: 10,789 shares; 2025Q4: 10,213 shares 10,213 $1.47M 0.16% -576 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,853 shares; 2024Q2: 13,595 shares; 2024Q3: 11,143 shares; 2024Q4: 25,266 shares; 2025Q1: 18,742 shares; 2025Q2: 18,830 shares; 2025Q3: 18,803 shares; 2025Q4: 19,693 shares 19,693 $1.45M 0.16% +890 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; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,003 shares; 2025Q1: 5,012 shares; 2025Q2: 5,009 shares; 2025Q3: 5,009 shares; 2025Q4: 5,009 shares 5,009 $1.45M 0.16% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,280 shares; 2025Q2: 26,225 shares; 2025Q3: 11,659 shares; 2025Q4: 16,754 shares 16,754 $1.43M 0.16% +5,095 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,571 shares; 2024Q2: 2,571 shares; 2024Q3: 2,571 shares; 2024Q4: 2,721 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,731 shares; 2025Q4: 2,731 shares 2,731 $1.39M 0.15% 0 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,264 shares; 2025Q3: 3,223 shares; 2025Q4: 21,818 shares 21,818 $1.37M 0.15% +18,595 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; 2024Q1: 24,950 shares; 2024Q2: 26,735 shares; 2024Q3: 24,118 shares; 2024Q4: 21,113 shares; 2025Q1: 15,170 shares; 2025Q2: 17,188 shares; 2025Q3: 17,238 shares; 2025Q4: 16,976 shares 16,976 $1.36M 0.15% -262 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,668 shares; 2024Q2: 8,668 shares; 2024Q3: 8,634 shares; 2024Q4: 8,634 shares; 2025Q1: 8,784 shares; 2025Q2: 8,634 shares; 2025Q3: 8,634 shares; 2025Q4: 8,473 shares 8,473 $1.36M 0.15% -161 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,619 shares; 2024Q2: 3,906 shares; 2024Q3: 5,970 shares; 2024Q4: 7,957 shares; 2025Q1: 7,999 shares; 2025Q2: 8,231 shares; 2025Q3: 8,221 shares; 2025Q4: 8,482 shares 8,482 $1.36M 0.15% +261 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 32,214 shares; 2024Q2: 32,214 shares; 2024Q3: 32,214 shares; 2024Q4: 32,214 shares; 2025Q1: 32,214 shares; 2025Q2: 32,214 shares; 2025Q3: 32,214 shares; 2025Q4: 32,214 shares 32,214 $1.35M 0.15% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,317 shares; 2024Q2: 11,078 shares; 2024Q3: 13,128 shares; 2024Q4: 12,432 shares; 2025Q1: 12,474 shares; 2025Q2: 12,081 shares; 2025Q3: 12,093 shares; 2025Q4: 13,898 shares 13,898 $1.35M 0.15% +1,805 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; 2024Q1: 1,293 shares; 2024Q2: 1,024 shares; 2024Q3: 1,175 shares; 2024Q4: 1,094 shares; 2025Q1: 1,083 shares; 2025Q2: 15,975 shares; 2025Q3: 15,028 shares; 2025Q4: 14,768 shares 14,768 $1.35M 0.15% -260 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,790 shares; 2024Q2: 32,887 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,478 shares; 2025Q4: 26,613 shares 26,613 $1.34M 0.15% +18,135 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; 2024Q1: 3,404 shares; 2024Q2: 3,431 shares; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,417 shares; 2025Q2: 3,417 shares; 2025Q3: 3,417 shares; 2025Q4: 3,524 shares 3,524 $1.3M 0.14% +107 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,299 shares; 2024Q2: 6,149 shares; 2024Q3: 6,267 shares; 2024Q4: 6,198 shares; 2025Q1: 6,017 shares; 2025Q2: 5,969 shares; 2025Q3: 5,754 shares; 2025Q4: 5,281 shares 5,281 $1.3M 0.14% -473 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,317 shares; 2024Q2: 10,317 shares; 2024Q3: 10,317 shares; 2024Q4: 10,058 shares; 2025Q1: 9,378 shares; 2025Q2: 9,378 shares; 2025Q3: 9,378 shares; 2025Q4: 9,378 shares 9,378 $1.28M 0.14% 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; 2024Q1: 12,784 shares; 2024Q2: 12,854 shares; 2024Q3: 12,854 shares; 2024Q4: 12,822 shares; 2025Q1: 12,817 shares; 2025Q2: 12,700 shares; 2025Q3: 12,266 shares; 2025Q4: 12,019 shares 12,019 $1.27M 0.14% -247 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,214 shares; 2024Q2: 6,941 shares; 2024Q3: 6,743 shares; 2024Q4: 6,579 shares; 2025Q1: 6,745 shares; 2025Q2: 9,815 shares; 2025Q3: 8,949 shares; 2025Q4: 7,768 shares 7,768 $1.26M 0.14% -1,181 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,200 shares; 2024Q2: 8,694 shares; 2024Q3: 8,455 shares; 2024Q4: 8,035 shares; 2025Q1: 8,307 shares; 2025Q2: 8,265 shares; 2025Q3: 8,335 shares; 2025Q4: 8,157 shares 8,157 $1.26M 0.14% -178 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,800 shares; 2024Q2: 7,537 shares; 2024Q3: 7,389 shares; 2024Q4: 7,217 shares; 2025Q1: 7,386 shares; 2025Q2: 7,308 shares; 2025Q3: 7,333 shares; 2025Q4: 7,032 shares 7,032 $1.25M 0.14% -301 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; 2024Q1: 5,235 shares; 2024Q2: 5,093 shares; 2024Q3: 5,311 shares; 2024Q4: 5,151 shares; 2025Q1: 5,311 shares; 2025Q2: 4,221 shares; 2025Q3: 4,899 shares; 2025Q4: 4,767 shares 4,767 $1.23M 0.14% -132 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; 2024Q1: 4,726 shares; 2024Q2: 4,784 shares; 2024Q3: 4,670 shares; 2024Q4: 4,297 shares; 2025Q1: 4,360 shares; 2025Q2: 4,165 shares; 2025Q3: 5,188 shares; 2025Q4: 4,531 shares 4,531 $1.22M 0.13% -657 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; 2024Q1: 22,796 shares; 2024Q2: 27,830 shares; 2024Q3: 27,805 shares; 2024Q4: 27,060 shares; 2025Q1: 27,640 shares; 2025Q2: 27,486 shares; 2025Q3: 27,594 shares; 2025Q4: 22,355 shares 22,355 $1.21M 0.13% -5,239 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 146,761 shares; 2024Q2: 127,462 shares; 2024Q3: 130,925 shares; 2024Q4: 176,826 shares; 2025Q1: 23,334 shares; 2025Q2: 91,534 shares; 2025Q3: 98,335 shares; 2025Q4: 96,682 shares 96,682 $1.2M 0.13% -1,653 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; 2024Q1: 17,053 shares; 2024Q2: 16,835 shares; 2024Q3: 16,845 shares; 2024Q4: 16,845 shares; 2025Q1: 16,785 shares; 2025Q2: 16,785 shares; 2025Q3: 16,785 shares; 2025Q4: 16,885 shares 16,885 $1.18M 0.13% +100 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,738 shares; 2024Q2: 13,397 shares; 2024Q3: 13,152 shares; 2024Q4: 12,807 shares; 2025Q1: 13,271 shares; 2025Q2: 13,223 shares; 2025Q3: 13,426 shares; 2025Q4: 13,467 shares 13,467 $1.18M 0.13% +41 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; 2024Q1: 18,949 shares; 2024Q2: 32,040 shares; 2024Q3: 30,840 shares; 2024Q4: 29,704 shares; 2025Q1: 24,391 shares; 2025Q2: 24,391 shares; 2025Q3: 24,391 shares; 2025Q4: 18,691 shares 18,691 $1.17M 0.13% -5,700 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,550 shares; 2024Q2: 2,757 shares; 2024Q3: 3,600 shares; 2024Q4: 4,598 shares; 2025Q1: 4,561 shares; 2025Q2: 5,073 shares; 2025Q3: 4,805 shares; 2025Q4: 4,909 shares 4,909 $1.16M 0.13% +104 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; 2024Q1: 6,460 shares; 2024Q2: 6,460 shares; 2024Q3: 6,460 shares; 2024Q4: 6,460 shares; 2025Q1: 6,460 shares; 2025Q2: 7,166 shares; 2025Q3: 7,166 shares; 2025Q4: 8,156 shares 8,156 $1.15M 0.13% +990 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,845 shares; 2024Q2: 10,373 shares; 2024Q3: 11,078 shares; 2024Q4: 11,822 shares; 2025Q1: 13,011 shares; 2025Q2: 5,684 shares; 2025Q3: 4,193 shares; 2025Q4: 5,676 shares 5,676 $1.13M 0.13% +1,483 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; 2024Q1: 3,925 shares; 2024Q2: 3,768 shares; 2024Q3: 3,676 shares; 2024Q4: 3,588 shares; 2025Q1: 4,073 shares; 2025Q2: 3,978 shares; 2025Q3: 3,630 shares; 2025Q4: 3,372 shares 3,372 $1.11M 0.12% -258 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,737 shares; 2025Q3: 1,703 shares; 2025Q4: 2,963 shares 2,963 $1.11M 0.12% +1,260 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,273 shares; 2025Q3: 165,515 shares; 2025Q4: 25,050 shares 25,050 $1.1M 0.12% -140,465 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,064 shares; 2025Q1: 1,084 shares; 2025Q2: 1,084 shares; 2025Q3: 1,097 shares; 2025Q4: 1,019 shares 1,019 $1.09M 0.12% -78 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; 2024Q1: not reported; 2024Q2: 1,871 shares; 2024Q3: 1,871 shares; 2024Q4: 1,871 shares; 2025Q1: 1,872 shares; 2025Q2: 1,726 shares; 2025Q3: 1,726 shares; 2025Q4: 1,647 shares 1,647 $1.08M 0.12% -79 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; 2024Q1: 30,385 shares; 2024Q2: 24,867 shares; 2024Q3: 22,899 shares; 2024Q4: 18,941 shares; 2025Q1: 11,710 shares; 2025Q2: 11,450 shares; 2025Q3: 11,547 shares; 2025Q4: 10,773 shares 10,773 $1.08M 0.12% -774 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 43,318 shares; 2024Q2: 43,501 shares; 2024Q3: 44,878 shares; 2024Q4: 52,242 shares; 2025Q1: 52,152 shares; 2025Q2: 39,592 shares; 2025Q3: 39,888 shares; 2025Q4: 43,071 shares 43,071 $1.07M 0.12% +3,183 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; 2024Q1: 14,676 shares; 2024Q2: 13,625 shares; 2024Q3: 12,703 shares; 2024Q4: 7,697 shares; 2025Q1: 7,769 shares; 2025Q2: 7,620 shares; 2025Q3: 7,567 shares; 2025Q4: 9,418 shares 9,418 $1.07M 0.12% +1,851 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,851 shares; 2025Q2: 65,283 shares; 2025Q3: 71,296 shares; 2025Q4: 40,390 shares 40,390 $1.07M 0.12% -30,906 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,506 shares; 2024Q2: 3,562 shares; 2024Q3: 3,561 shares; 2024Q4: 3,363 shares; 2025Q1: 3,463 shares; 2025Q2: 3,461 shares; 2025Q3: 3,461 shares; 2025Q4: 3,471 shares 3,471 $1.06M 0.12% +10 Timeline PZA 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; 2024Q1: 33,000 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 37,500 shares; 2025Q3: 45,260 shares; 2025Q4: 45,260 shares 45,260 $1.05M 0.12% 0 Timeline CQQQ 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,753 shares; 2025Q3: 22,130 shares; 2025Q4: 20,136 shares 20,136 $1.05M 0.12% -1,994 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,251 shares; 2024Q4: 7,620 shares; 2025Q1: 6,464 shares; 2025Q2: 5,211 shares; 2025Q3: 3,647 shares; 2025Q4: 6,398 shares 6,398 $1.03M 0.11% +2,751 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 38,040 shares; 2024Q2: 38,040 shares; 2024Q3: 38,040 shares; 2024Q4: 38,040 shares; 2025Q1: 36,390 shares; 2025Q2: 36,390 shares; 2025Q3: 36,390 shares; 2025Q4: 36,390 shares 36,390 $1.01M 0.11% 0 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,817 shares 21,817 $1.01M 0.11% new 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; 2024Q1: 19,109 shares; 2024Q2: 18,327 shares; 2024Q3: 19,714 shares; 2024Q4: 20,014 shares; 2025Q1: 5,319 shares; 2025Q2: 27,619 shares; 2025Q3: 20,550 shares; 2025Q4: 18,207 shares 18,207 $1M 0.11% -2,343 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,117 shares; 2024Q2: 32,317 shares; 2024Q3: 35,250 shares; 2024Q4: 41,842 shares; 2025Q1: 41,757 shares; 2025Q2: 52,226 shares; 2025Q3: 53,467 shares; 2025Q4: 39,884 shares 39,884 $995K 0.11% -13,583 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; 2024Q1: 7,251 shares; 2024Q2: 7,301 shares; 2024Q3: 7,301 shares; 2024Q4: 7,301 shares; 2025Q1: 7,251 shares; 2025Q2: 7,251 shares; 2025Q3: 7,251 shares; 2025Q4: 6,363 shares 6,363 $977K 0.11% -888 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; 2024Q1: 16,310 shares; 2024Q2: 4,310 shares; 2024Q3: 4,310 shares; 2024Q4: 19,310 shares; 2025Q1: 19,310 shares; 2025Q2: 19,310 shares; 2025Q3: 19,310 shares; 2025Q4: 19,310 shares 19,310 $971K 0.11% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,154 shares; 2024Q2: 1,109 shares; 2024Q3: 1,075 shares; 2024Q4: 998 shares; 2025Q1: 1,007 shares; 2025Q2: 999 shares; 2025Q3: 1,079 shares; 2025Q4: 6,267 shares 6,267 $960K 0.11% +5,188 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 858 shares; 2025Q3: 1,763 shares; 2025Q4: 2,740 shares 2,740 $959K 0.11% +977 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,531 shares; 2024Q2: 15,065 shares; 2024Q3: 14,846 shares; 2024Q4: 14,423 shares; 2025Q1: 14,871 shares; 2025Q2: 14,803 shares; 2025Q3: 14,399 shares; 2025Q4: 14,237 shares 14,237 $954K 0.11% -162 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; 2024Q1: 8,082 shares; 2024Q2: 7,930 shares; 2024Q3: 7,790 shares; 2024Q4: 7,515 shares; 2025Q1: 7,802 shares; 2025Q2: 7,771 shares; 2025Q3: 7,858 shares; 2025Q4: 8,029 shares 8,029 $941K 0.1% +171 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,834 shares; 2024Q2: 18,859 shares; 2024Q3: 18,859 shares; 2024Q4: 10,359 shares; 2025Q1: 10,334 shares; 2025Q2: 10,334 shares; 2025Q3: 10,334 shares; 2025Q4: 10,334 shares 10,334 $916K 0.1% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,479 shares; 2024Q2: 20,569 shares; 2024Q3: 20,569 shares; 2024Q4: 20,269 shares; 2025Q1: 20,504 shares; 2025Q2: 17,178 shares; 2025Q3: 16,811 shares; 2025Q4: 16,852 shares 16,852 $899K 0.1% +41 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,144 shares; 2024Q2: 1,034 shares; 2024Q3: 1,001 shares; 2024Q4: 946 shares; 2025Q1: 963 shares; 2025Q2: 947 shares; 2025Q3: 963 shares; 2025Q4: 9,489 shares 9,489 $890K 0.1% +8,526 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; 2024Q1: 4,423 shares; 2024Q2: 4,425 shares; 2024Q3: 4,425 shares; 2024Q4: 4,423 shares; 2025Q1: 4,436 shares; 2025Q2: 4,436 shares; 2025Q3: 4,436 shares; 2025Q4: 4,436 shares 4,436 $865K 0.1% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,000 shares; 2024Q2: 2,003 shares; 2024Q3: 2,003 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000 $856K 0.1% 0 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; 2024Q1: 5,728 shares; 2024Q2: 4,220 shares; 2024Q3: 4,406 shares; 2024Q4: 3,732 shares; 2025Q1: 2,421 shares; 2025Q2: 2,421 shares; 2025Q3: 2,421 shares; 2025Q4: 2,421 shares 2,421 $855K 0.09% 0 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,351 shares 15,351 $843K 0.09% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,547 shares; 2024Q2: 4,329 shares; 2024Q3: 4,230 shares; 2024Q4: 4,113 shares; 2025Q1: 4,222 shares; 2025Q2: 3,896 shares; 2025Q3: 3,991 shares; 2025Q4: 3,823 shares 3,823 $840K 0.09% -168 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; 2024Q1: 30,443 shares; 2024Q2: 30,658 shares; 2024Q3: 30,658 shares; 2024Q4: 31,178 shares; 2025Q1: 42,566 shares; 2025Q2: 29,818 shares; 2025Q3: 24,148 shares; 2025Q4: 27,935 shares 27,935 $835K 0.09% +3,787 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,216 shares; 2024Q2: 4,216 shares; 2024Q3: 4,216 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,216 shares; 2025Q3: 4,216 shares; 2025Q4: 4,232 shares 4,232 $826K 0.09% +16 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; 2024Q1: 5,133 shares; 2024Q2: 5,150 shares; 2024Q3: 5,150 shares; 2024Q4: 4,850 shares; 2025Q1: 4,856 shares; 2025Q2: 4,856 shares; 2025Q3: 4,856 shares; 2025Q4: 4,705 shares 4,705 $816K 0.09% -151 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,593 shares; 2025Q2: 4,523 shares; 2025Q3: 4,509 shares; 2025Q4: 4,459 shares 4,459 $813K 0.09% -50 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 21,106 shares; 2024Q2: 23,860 shares; 2024Q3: 25,156 shares; 2024Q4: 24,736 shares; 2025Q1: 27,486 shares; 2025Q2: 15,703 shares; 2025Q3: 29,940 shares; 2025Q4: 16,621 shares 16,621 $805K 0.09% -13,319 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,826 shares; 2024Q2: 23,294 shares; 2024Q3: 23,294 shares; 2024Q4: 22,794 shares; 2025Q1: 22,794 shares; 2025Q2: 22,794 shares; 2025Q3: 22,194 shares; 2025Q4: 22,194 shares 22,194 $805K 0.09% 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; 2024Q1: 1,796 shares; 2024Q2: 1,803 shares; 2024Q3: 1,803 shares; 2024Q4: 1,703 shares; 2025Q1: 1,696 shares; 2025Q2: 1,696 shares; 2025Q3: 1,696 shares; 2025Q4: 1,638 shares 1,638 $792K 0.09% -58 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,642 shares; 2024Q2: 1,768 shares; 2024Q3: 1,768 shares; 2024Q4: 1,761 shares; 2025Q1: 1,743 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: 1,726 shares 1,726 $768K 0.09% -30 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; 2024Q1: 2,286 shares; 2024Q2: 2,299 shares; 2024Q3: 2,299 shares; 2024Q4: 1,938 shares; 2025Q1: 1,946 shares; 2025Q2: 1,946 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares 1,946 $757K 0.08% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,509 shares; 2024Q2: 3,962 shares; 2024Q3: 3,868 shares; 2024Q4: 3,751 shares; 2025Q1: 3,202 shares; 2025Q2: 3,256 shares; 2025Q3: 3,283 shares; 2025Q4: 3,244 shares 3,244 $743K 0.08% -39 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; 2024Q1: 5,102 shares; 2024Q2: 4,879 shares; 2024Q3: 4,773 shares; 2024Q4: 4,627 shares; 2025Q1: 4,670 shares; 2025Q2: 4,172 shares; 2025Q3: 4,223 shares; 2025Q4: 4,226 shares 4,226 $742K 0.08% +3 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 122,866 shares; 2024Q2: 119,772 shares; 2024Q3: 96,468 shares; 2024Q4: 72,033 shares; 2025Q1: not reported; 2025Q2: 9,373 shares; 2025Q3: 9,273 shares; 2025Q4: 24,213 shares 24,213 $739K 0.08% +14,940 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,550 shares; 2024Q2: 2,221 shares; 2024Q3: 1,286 shares; 2024Q4: 1,199 shares; 2025Q1: 1,194 shares; 2025Q2: 1,193 shares; 2025Q3: 2,169 shares; 2025Q4: 2,508 shares 2,508 $724K 0.08% +339 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; 2024Q1: 2,427 shares; 2024Q2: 2,369 shares; 2024Q3: 2,299 shares; 2024Q4: 2,220 shares; 2025Q1: 2,269 shares; 2025Q2: 2,606 shares; 2025Q3: 2,645 shares; 2025Q4: 2,669 shares 2,669 $724K 0.08% +24 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,020 shares; 2024Q2: 7,020 shares; 2024Q3: 7,020 shares; 2024Q4: 7,020 shares; 2025Q1: 7,020 shares; 2025Q2: 7,020 shares; 2025Q3: 7,020 shares; 2025Q4: 7,020 shares 7,020 $676K 0.08% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 715 shares; 2024Q2: 731 shares; 2024Q3: 731 shares; 2024Q4: 731 shares; 2025Q1: 809 shares; 2025Q2: 849 shares; 2025Q3: 849 shares; 2025Q4: 1,920 shares 1,920 $675K 0.07% +1,071 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,067 shares 3,067 $654K 0.07% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,327 shares 18,327 $624K 0.07% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,558 shares; 2024Q2: 5,558 shares; 2024Q3: 5,844 shares; 2024Q4: 5,844 shares; 2025Q1: 5,844 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,365 shares 5,365 $611K 0.07% -479 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 1,207 shares; 2025Q4: 1,425 shares 1,425 $601K 0.07% +218 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; 2024Q1: 7,267 shares; 2024Q2: 6,555 shares; 2024Q3: 5,650 shares; 2024Q4: 4,731 shares; 2025Q1: 3,034 shares; 2025Q2: 2,715 shares; 2025Q3: 2,189 shares; 2025Q4: 2,955 shares 2,955 $600K 0.07% +766 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 460 shares; 2025Q1: 472 shares; 2025Q2: 608 shares; 2025Q3: 696 shares; 2025Q4: 679 shares 679 $597K 0.07% -17 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,854 shares; 2024Q2: 4,591 shares; 2024Q3: 4,395 shares; 2024Q4: 3,481 shares; 2025Q1: 2,982 shares; 2025Q2: 2,154 shares; 2025Q3: 1,972 shares; 2025Q4: 1,972 shares 1,972 $596K 0.07% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,709 shares; 2024Q2: 8,709 shares; 2024Q3: 9,481 shares; 2024Q4: 8,919 shares; 2025Q1: 8,919 shares; 2025Q2: 8,919 shares; 2025Q3: 8,919 shares; 2025Q4: 8,321 shares 8,321 $594K 0.07% -598 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,144 shares; 2024Q2: 26,530 shares; 2024Q3: 26,555 shares; 2024Q4: 26,555 shares; 2025Q1: 26,619 shares; 2025Q2: 25,594 shares; 2025Q3: 23,898 shares; 2025Q4: 23,777 shares 23,777 $592K 0.07% -121 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; 2024Q1: 1,130 shares; 2024Q2: 1,130 shares; 2024Q3: 1,130 shares; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 1,111 shares; 2025Q4: 1,706 shares 1,706 $572K 0.06% +595 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; 2024Q1: 10,209 shares; 2024Q2: 10,294 shares; 2024Q3: 10,219 shares; 2024Q4: 10,219 shares; 2025Q1: 10,134 shares; 2025Q2: 10,134 shares; 2025Q3: 10,134 shares; 2025Q4: 9,914 shares 9,914 $572K 0.06% -220 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; 2024Q1: 6,243 shares; 2024Q2: 6,243 shares; 2024Q3: 6,243 shares; 2024Q4: 6,243 shares; 2025Q1: 6,243 shares; 2025Q2: 6,243 shares; 2025Q3: 9,693 shares; 2025Q4: 10,468 shares 10,468 $563K 0.06% +775 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; 2024Q1: 1,291 shares; 2024Q2: 1,291 shares; 2024Q3: 1,291 shares; 2024Q4: 1,552 shares; 2025Q1: 1,552 shares; 2025Q2: 1,552 shares; 2025Q3: 1,552 shares; 2025Q4: 1,080 shares 1,080 $527K 0.06% -472 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; 2024Q1: 6,310 shares; 2024Q2: 5,939 shares; 2024Q3: 4,381 shares; 2024Q4: 3,248 shares; 2025Q1: 3,036 shares; 2025Q2: 2,576 shares; 2025Q3: 2,397 shares; 2025Q4: 2,397 shares 2,397 $508K 0.06% 0 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; 2024Q1: 18,063 shares; 2024Q2: 18,063 shares; 2024Q3: 18,058 shares; 2024Q4: 17,496 shares; 2025Q1: 18,017 shares; 2025Q2: 18,031 shares; 2025Q3: 17,719 shares; 2025Q4: 17,246 shares 17,246 $497K 0.06% -473 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares 145 $492K 0.05% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 3,621 shares 3,621 $474K 0.05% +2,133 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,926 shares; 2025Q2: 5,133 shares; 2025Q3: 5,124 shares; 2025Q4: 5,136 shares 5,136 $470K 0.05% +12 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; 2024Q1: not reported; 2024Q2: 9,171 shares; 2024Q3: 9,171 shares; 2024Q4: 9,171 shares; 2025Q1: 9,171 shares; 2025Q2: 9,171 shares; 2025Q3: 9,171 shares; 2025Q4: 9,171 shares 9,171 $458K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,456 shares; 2024Q2: 4,456 shares; 2024Q3: 4,431 shares; 2024Q4: 4,431 shares; 2025Q1: 4,431 shares; 2025Q2: 4,431 shares; 2025Q3: 4,406 shares; 2025Q4: 4,406 shares 4,406 $445K 0.05% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,479 shares; 2024Q2: 1,479 shares; 2024Q3: 1,479 shares; 2024Q4: 1,479 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,372 shares; 2025Q4: 1,372 shares 1,372 $443K 0.05% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 457 shares; 2025Q3: 451 shares; 2025Q4: 1,096 shares 1,096 $440K 0.05% +645 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,368 shares; 2024Q2: 2,368 shares; 2024Q3: 2,368 shares; 2024Q4: 2,368 shares; 2025Q1: 2,368 shares; 2025Q2: 2,368 shares; 2025Q3: 2,368 shares; 2025Q4: 2,368 shares 2,368 $436K 0.05% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 1,097 shares; 2025Q4: 563 shares 563 $435K 0.05% -534 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,372 shares; 2025Q3: 1,355 shares; 2025Q4: 1,261 shares 1,261 $429K 0.05% -94 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; 2024Q1: 4,069 shares; 2024Q2: 4,069 shares; 2024Q3: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 4,028 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $419K 0.05% 0 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; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,450 shares; 2025Q1: 4,370 shares; 2025Q2: 4,370 shares; 2025Q3: 4,370 shares; 2025Q4: 5,408 shares 5,408 $401K 0.04% +1,038 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,547 shares; 2024Q2: 5,533 shares; 2024Q3: 5,531 shares; 2024Q4: 5,527 shares; 2025Q1: 5,502 shares; 2025Q2: 5,377 shares; 2025Q3: 3,942 shares; 2025Q4: 3,942 shares 3,942 $385K 0.04% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 5,045 shares; 2024Q3: 5,045 shares; 2024Q4: 5,045 shares; 2025Q1: 5,045 shares; 2025Q2: 5,045 shares; 2025Q3: 5,045 shares; 2025Q4: 5,045 shares 5,045 $379K 0.04% 0 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; 2024Q1: 2,823 shares; 2024Q2: 3,668 shares; 2024Q3: 3,941 shares; 2024Q4: 3,795 shares; 2025Q1: 3,873 shares; 2025Q2: 3,836 shares; 2025Q3: 2,410 shares; 2025Q4: 1,535 shares 1,535 $378K 0.04% -875 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; 2024Q1: 12,959 shares; 2024Q2: 12,735 shares; 2024Q3: 12,638 shares; 2024Q4: 12,398 shares; 2025Q1: 6,387 shares; 2025Q2: 6,387 shares; 2025Q3: 6,058 shares; 2025Q4: 7,011 shares 7,011 $377K 0.04% +953 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,534 shares; 2024Q2: 7,534 shares; 2024Q3: 7,534 shares; 2024Q4: 7,534 shares; 2025Q1: 7,534 shares; 2025Q2: 7,534 shares; 2025Q3: 7,534 shares; 2025Q4: 7,534 shares 7,534 $377K 0.04% 0 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,850 shares; 2025Q3: 6,850 shares; 2025Q4: 6,850 shares 6,850 $362K 0.04% 0 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; 2024Q1: 2,648 shares; 2024Q2: 2,507 shares; 2024Q3: 2,418 shares; 2024Q4: 2,355 shares; 2025Q1: 2,397 shares; 2025Q2: 1,314 shares; 2025Q3: 1,314 shares; 2025Q4: 1,298 shares 1,298 $357K 0.04% -16 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; 2024Q1: 1,199 shares; 2024Q2: 1,464 shares; 2024Q3: 1,434 shares; 2024Q4: 1,379 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,427 shares; 2025Q4: 1,404 shares 1,404 $347K 0.04% -23 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,046 shares 11,046 $345K 0.04% new 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; 2024Q1: 2,442 shares; 2024Q2: 2,391 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,345 shares; 2025Q4: 1,488 shares 1,488 $344K 0.04% -857 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,619 shares; 2024Q3: 4,611 shares; 2024Q4: 4,560 shares; 2025Q1: 4,749 shares; 2025Q2: 4,711 shares; 2025Q3: 4,770 shares; 2025Q4: 4,680 shares 4,680 $339K 0.04% -90 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,000 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,603 shares 6,603 $338K 0.04% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,019 shares; 2025Q2: 2,011 shares; 2025Q3: 2,387 shares; 2025Q4: 2,343 shares 2,343 $337K 0.04% -44 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,628 shares; 2024Q2: 2,628 shares; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,628 shares; 2025Q2: 2,628 shares; 2025Q3: 2,628 shares; 2025Q4: 2,628 shares 2,628 $335K 0.04% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,470 shares; 2024Q2: 7,290 shares; 2024Q3: 7,290 shares; 2024Q4: 7,290 shares; 2025Q1: 7,210 shares; 2025Q2: 7,210 shares; 2025Q3: 5,710 shares; 2025Q4: 5,710 shares 5,710 $335K 0.04% 0 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,333 shares; 2025Q4: 2,967 shares 2,967 $327K 0.04% -1,366 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,529 shares; 2024Q2: 19,529 shares; 2024Q3: 15,882 shares; 2024Q4: 14,301 shares; 2025Q1: 14,301 shares; 2025Q2: 14,172 shares; 2025Q3: 14,172 shares; 2025Q4: 14,172 shares 14,172 $326K 0.04% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,168 shares; 2025Q4: 6,568 shares 6,568 $326K 0.04% -600 Timeline NXDT NEXPOINT DIVERSIFIED REL ET More: the full row for NEXPOINT DIVERSIFIED REL ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 85,000 shares; 2024Q2: 84,999 shares; 2024Q3: 84,999 shares; 2024Q4: 84,999 shares; 2025Q1: 84,999 shares; 2025Q2: 84,999 shares; 2025Q3: 84,999 shares; 2025Q4: 84,999 shares 84,999 $326K 0.04% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,578 shares; 2024Q2: 1,578 shares; 2024Q3: 1,578 shares; 2024Q4: 1,578 shares; 2025Q1: 1,578 shares; 2025Q2: 1,578 shares; 2025Q3: 1,578 shares; 2025Q4: 1,578 shares 1,578 $324K 0.04% 0 Timeline SPMO 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; 2024Q1: not reported; 2024Q2: 2,713 shares; 2024Q3: 2,713 shares; 2024Q4: 2,713 shares; 2025Q1: 2,713 shares; 2025Q2: 2,713 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares 2,713 $324K 0.04% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,032 shares; 2025Q3: 25,727 shares; 2025Q4: 12,240 shares 12,240 $322K 0.04% -13,487 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,526 shares 8,526 $319K 0.04% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,334 shares 1,334 $317K 0.04% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,630 shares; 2024Q2: 2,800 shares; 2024Q3: 2,655 shares; 2024Q4: 2,655 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,794 shares 2,794 $315K 0.04% +164 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,359 shares 2,359 $315K 0.03% new Timeline WIX WIX COM LTD More: the full row for WIX COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,029 shares 3,029 $315K 0.03% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares 11,800 $312K 0.03% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,374 shares; 2024Q4: 5,374 shares; 2025Q1: 5,324 shares; 2025Q2: 5,324 shares; 2025Q3: 5,324 shares; 2025Q4: 5,324 shares 5,324 $311K 0.03% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,850 shares; 2024Q2: 1,854 shares; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,760 shares; 2025Q4: 1,510 shares 1,510 $306K 0.03% -250 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; 2024Q1: 2,316 shares; 2024Q2: 2,316 shares; 2024Q3: 2,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,788 shares 3,788 $306K 0.03% new Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,500 shares; 2024Q2: 5,500 shares; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares 5,500 $304K 0.03% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,169 shares; 2024Q2: 3,169 shares; 2024Q3: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 3,064 shares; 2025Q2: 3,064 shares; 2025Q3: 3,045 shares; 2025Q4: 3,045 shares 3,045 $302K 0.03% 0 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 82,085 shares; 2024Q2: 81,261 shares; 2024Q3: 118,479 shares; 2024Q4: 135,646 shares; 2025Q1: 13,901 shares; 2025Q2: 13,901 shares; 2025Q3: 13,901 shares; 2025Q4: 13,651 shares 13,651 $301K 0.03% -250 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; 2024Q1: 557 shares; 2024Q2: 557 shares; 2024Q3: 557 shares; 2024Q4: 539 shares; 2025Q1: 464 shares; 2025Q2: 314 shares; 2025Q3: 312 shares; 2025Q4: 278 shares 278 $297K 0.03% -34 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; 2024Q1: 12,210 shares; 2024Q2: 12,210 shares; 2024Q3: 12,210 shares; 2024Q4: 12,210 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 12,210 shares; 2025Q4: 12,210 shares 12,210 $296K 0.03% 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; 2024Q1: 2,767 shares; 2024Q2: 2,827 shares; 2024Q3: 2,630 shares; 2024Q4: 2,638 shares; 2025Q1: 2,968 shares; 2025Q2: 2,960 shares; 2025Q3: 2,811 shares; 2025Q4: 3,035 shares 3,035 $292K 0.03% +224 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,607 shares; 2024Q2: 3,672 shares; 2024Q3: 3,672 shares; 2024Q4: 3,672 shares; 2025Q1: 3,607 shares; 2025Q2: 3,607 shares; 2025Q3: 3,532 shares; 2025Q4: 3,332 shares 3,332 $291K 0.03% -200 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 260 shares; 2024Q2: 262 shares; 2024Q3: 262 shares; 2024Q4: 248 shares; 2025Q1: 206 shares; 2025Q2: 245 shares; 2025Q3: 158 shares; 2025Q4: 144 shares 144 $290K 0.03% -14 Timeline WAFD WAFD INC More: the full row for WAFD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,802 shares; 2024Q2: 8,802 shares; 2024Q3: 8,802 shares; 2024Q4: 8,802 shares; 2025Q1: 8,802 shares; 2025Q2: 8,802 shares; 2025Q3: 8,802 shares; 2025Q4: 8,802 shares 8,802 $282K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,583 shares; 2024Q2: 1,601 shares; 2024Q3: 1,611 shares; 2024Q4: 1,628 shares; 2025Q1: 1,592 shares; 2025Q2: 1,631 shares; 2025Q3: 1,631 shares; 2025Q4: 1,631 shares 1,631 $279K 0.03% 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; 2024Q1: 20,860 shares; 2024Q2: 20,584 shares; 2024Q3: 21,543 shares; 2024Q4: 22,968 shares; 2025Q1: 5,178 shares; 2025Q2: 5,178 shares; 2025Q3: 5,178 shares; 2025Q4: 5,178 shares 5,178 $278K 0.03% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,933 shares 2,933 $273K 0.03% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares 597 $265K 0.03% new Timeline ACMR ACM RESH INC More: the full row for ACM RESH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,188 shares; 2025Q4: 6,689 shares 6,689 $264K 0.03% -499 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,063 shares; 2025Q4: 6,568 shares 6,568 $258K 0.03% -495 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,630 shares; 2025Q3: 1,671 shares; 2025Q4: 1,646 shares 1,646 $255K 0.03% -25 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,686 shares; 2025Q3: 2,652 shares; 2025Q4: 2,469 shares 2,469 $254K 0.03% -183 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,637 shares; 2025Q1: 2,867 shares; 2025Q2: not reported; 2025Q3: 2,867 shares; 2025Q4: 3,723 shares 3,723 $249K 0.03% +856 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,800 shares; 2024Q4: not reported; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,800 shares 1,800 $248K 0.03% -100 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; 2024Q1: not reported; 2024Q2: 3,596 shares; 2024Q3: 3,596 shares; 2024Q4: 3,404 shares; 2025Q1: 2,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,796 shares 2,796 $244K 0.03% new 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; 2024Q1: 802 shares; 2024Q2: not reported; 2024Q3: 818 shares; 2024Q4: 822 shares; 2025Q1: 806 shares; 2025Q2: 802 shares; 2025Q3: 802 shares; 2025Q4: 948 shares 948 $244K 0.03% +146 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,469 shares 3,469 $242K 0.03% new Timeline INVESCO EXCH TRADED FD TR II 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,400 shares 21,400 $241K 0.03% new WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,250 shares; 2024Q2: 6,250 shares; 2024Q3: 6,250 shares; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares 6,250 $240K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,445 shares; 2024Q2: 1,445 shares; 2024Q3: 1,546 shares; 2024Q4: 1,546 shares; 2025Q1: 1,546 shares; 2025Q2: not reported; 2025Q3: 1,445 shares; 2025Q4: 1,544 shares 1,544 $239K 0.03% +99 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; 2024Q1: 38,202 shares; 2024Q2: 5,664 shares; 2024Q3: 4,256 shares; 2024Q4: not reported; 2025Q1: 3,136 shares; 2025Q2: 3,136 shares; 2025Q3: 3,119 shares; 2025Q4: 3,008 shares 3,008 $239K 0.03% -111 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 13,601 shares; 2024Q2: 18,378 shares; 2024Q3: 11,639 shares; 2024Q4: 10,601 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,285 shares 1,285 $237K 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,703 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares; 2025Q4: 4,906 shares 4,906 $235K 0.03% +203 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,536 shares; 2024Q2: 6,750 shares; 2024Q3: 10,031 shares; 2024Q4: 13,555 shares; 2025Q1: 17,002 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,693 shares 1,693 $234K 0.03% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,675 shares; 2025Q4: 1,675 shares 1,675 $231K 0.03% 0 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $230K 0.03% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares 12,000 $227K 0.03% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares 2,200 $226K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,727 shares; 2024Q2: 1,738 shares; 2024Q3: 1,738 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,751 shares; 2025Q3: 1,751 shares; 2025Q4: 1,751 shares 1,751 $226K 0.03% 0 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; 2024Q1: 5,051 shares; 2024Q2: 5,066 shares; 2024Q3: 5,051 shares; 2024Q4: 3,926 shares; 2025Q1: 4,076 shares; 2025Q2: 3,926 shares; 2025Q3: 3,830 shares; 2025Q4: 2,636 shares 2,636 $225K 0.02% -1,194 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 691 shares; 2024Q2: 728 shares; 2024Q3: 728 shares; 2024Q4: 599 shares; 2025Q1: 611 shares; 2025Q2: 634 shares; 2025Q3: 634 shares; 2025Q4: 519 shares 519 $221K 0.02% -115 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,110 shares; 2024Q2: 2,110 shares; 2024Q3: 2,110 shares; 2024Q4: 1,840 shares; 2025Q1: not reported; 2025Q2: 1,840 shares; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares 1,840 $221K 0.02% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,864 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,800 shares 1,800 $221K 0.02% new Timeline HFRO HIGHLAND OPPS & INCOME FD More: the full row for HIGHLAND OPPS & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 36,578 shares; 2024Q2: 36,578 shares; 2024Q3: 36,578 shares; 2024Q4: 36,578 shares; 2025Q1: 36,578 shares; 2025Q2: 36,578 shares; 2025Q3: 36,578 shares; 2025Q4: 36,578 shares 36,578 $219K 0.02% 0 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; 2024Q1: 9,155 shares; 2024Q2: 9,155 shares; 2024Q3: 9,155 shares; 2024Q4: 9,155 shares; 2025Q1: 9,155 shares; 2025Q2: 9,155 shares; 2025Q3: 4,677 shares; 2025Q4: 4,677 shares 4,677 $217K 0.02% 0 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; 2024Q1: 1,161 shares; 2024Q2: 1,247 shares; 2024Q3: 1,254 shares; 2024Q4: 2,798 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $214K 0.02% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,697 shares; 2024Q2: 12,787 shares; 2024Q3: 12,890 shares; 2024Q4: 13,452 shares; 2025Q1: 13,452 shares; 2025Q2: 10,244 shares; 2025Q3: 10,244 shares; 2025Q4: 10,244 shares 10,244 $214K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,885 shares; 2024Q4: 2,728 shares; 2025Q1: 2,278 shares; 2025Q2: 3,001 shares; 2025Q3: 2,964 shares; 2025Q4: 2,617 shares 2,617 $208K 0.02% -347 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; 2024Q1: 8,487 shares; 2024Q2: 5,544 shares; 2024Q3: 5,866 shares; 2024Q4: 8,732 shares; 2025Q1: 5,307 shares; 2025Q2: not reported; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares 1,109 $205K 0.02% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,392 shares 3,392 $205K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,666 shares; 2025Q4: 4,666 shares 4,666 $203K 0.02% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 93,596 shares; 2024Q2: 106,504 shares; 2024Q3: 127,669 shares; 2024Q4: 75,571 shares; 2025Q1: 13,771 shares; 2025Q2: 13,771 shares; 2025Q3: 13,771 shares; 2025Q4: 13,771 shares 13,771 $183K 0.02% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 106,606 shares; 2024Q2: 110,637 shares; 2024Q3: 97,351 shares; 2024Q4: 51,155 shares; 2025Q1: 250,819 shares; 2025Q2: 12,564 shares; 2025Q3: 12,564 shares; 2025Q4: 12,564 shares 12,564 $180K 0.02% 0 Timeline AMRX AMNEAL PHARMACEUTICALS INC More: the full row for AMNEAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,664 shares; 2025Q3: 15,512 shares; 2025Q4: 14,142 shares 14,142 $178K 0.02% -1,370 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,593 shares; 2025Q2: 18,546 shares; 2025Q3: 18,308 shares; 2025Q4: 17,011 shares 17,011 $134K 0.01% -1,297 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; 2024Q1: 19,142 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,142 shares; 2025Q1: 19,142 shares; 2025Q2: 19,142 shares; 2025Q3: 19,142 shares; 2025Q4: 19,142 shares 19,142 $118K 0.01% 0 Timeline DSM BNY MELLON STRATEGIC MUN BD More: the full row for BNY MELLON STRATEGIC MUN BD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,214 shares; 2024Q2: not reported; 2024Q3: 12,214 shares; 2024Q4: 12,214 shares; 2025Q1: 12,214 shares; 2025Q2: 12,214 shares; 2025Q3: 12,214 shares; 2025Q4: 12,214 shares 12,214 $75.4K 0.01% 0 Timeline