VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 769,007 shares; 2024Q4: 782,458 shares; 2025Q1: 824,580 shares; 2025Q2: 869,024 shares; 2025Q3: 1,050,323 shares; 2025Q4: 1,221,479 shares; 2026Q1: 1,259,916 shares; 2026Q2: 1,297,507 shares 1,297,507 $480M 30% +37,591 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,615,897 shares; 2024Q4: 1,869,799 shares; 2025Q1: 2,016,597 shares; 2025Q2: 2,032,669 shares; 2025Q3: 2,397,225 shares; 2025Q4: 2,566,057 shares; 2026Q1: 2,625,401 shares; 2026Q2: 2,903,040 shares 2,903,040 $136M 8.51% +277,639 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 965,642 shares; 2024Q4: 975,698 shares; 2025Q1: 1,025,929 shares; 2025Q2: 1,041,197 shares; 2025Q3: 1,126,103 shares; 2025Q4: 1,764,263 shares; 2026Q1: 1,816,958 shares; 2026Q2: 1,847,570 shares 1,847,570 $109M 6.81% +30,612 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 694,364 shares; 2024Q4: 721,541 shares; 2025Q1: 722,934 shares; 2025Q2: 727,888 shares; 2025Q3: 790,510 shares; 2025Q4: 1,712,726 shares; 2026Q1: 1,797,461 shares; 2026Q2: 1,939,085 shares 1,939,085 $87.9M 5.49% +141,624 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 159,982 shares; 2024Q4: 162,593 shares; 2025Q1: 161,208 shares; 2025Q2: 167,949 shares; 2025Q3: 179,175 shares; 2025Q4: 177,432 shares; 2026Q1: 173,466 shares; 2026Q2: 120,494 shares 120,494 $79M 4.94% -52,972 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,650 shares; 2025Q3: 14,650 shares; 2025Q4: 1,791,845 shares; 2026Q1: 1,862,542 shares; 2026Q2: 1,976,543 shares 1,976,543 $73.6M 4.6% +114,001 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,265,158 shares; 2025Q2: 1,313,112 shares; 2025Q3: 1,473,194 shares; 2025Q4: 1,519,555 shares; 2026Q1: 1,589,587 shares; 2026Q2: 1,650,772 shares 1,650,772 $72.7M 4.54% +61,185 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,350,101 shares; 2024Q4: 1,357,693 shares; 2025Q1: 1,399,273 shares; 2025Q2: 1,421,225 shares; 2025Q3: 1,524,354 shares; 2025Q4: 1,586,531 shares; 2026Q1: 1,446,480 shares; 2026Q2: 1,724,031 shares 1,724,031 $65.8M 4.11% +277,551 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 419,969 shares; 2024Q4: 422,002 shares; 2025Q1: 433,517 shares; 2025Q2: 440,017 shares; 2025Q3: 473,414 shares; 2025Q4: 477,887 shares; 2026Q1: 484,524 shares; 2026Q2: 504,352 shares 504,352 $54M 3.38% +19,828 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 72,384 shares; 2024Q4: 81,062 shares; 2025Q1: 87,344 shares; 2025Q2: 105,201 shares; 2025Q3: 105,212 shares; 2025Q4: 103,482 shares; 2026Q1: 107,100 shares; 2026Q2: 103,386 shares 103,386 $29.9M 1.87% -3,714 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,243 shares; 2024Q4: 38,327 shares; 2025Q1: 40,438 shares; 2025Q2: 51,225 shares; 2025Q3: 49,470 shares; 2025Q4: 48,986 shares; 2026Q1: 41,931 shares; 2026Q2: 41,783 shares 41,783 $17.8M 1.11% -148 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,613 shares; 2024Q4: 59,016 shares; 2025Q1: 67,688 shares; 2025Q2: 75,092 shares; 2025Q3: 77,180 shares; 2025Q4: 75,938 shares; 2026Q1: 82,748 shares; 2026Q2: 87,048 shares 87,048 $17.4M 1.09% +4,300 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; 2024Q3: 383,343 shares; 2024Q4: 381,865 shares; 2025Q1: 379,185 shares; 2025Q2: 383,847 shares; 2025Q3: 384,170 shares; 2025Q4: 361,379 shares; 2026Q1: 349,628 shares; 2026Q2: 344,497 shares 344,497 $17.4M 1.08% -5,131 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,552 shares; 2024Q4: 43,462 shares; 2025Q1: 45,074 shares; 2025Q2: 47,068 shares; 2025Q3: 45,323 shares; 2025Q4: 45,589 shares; 2026Q1: 45,171 shares; 2026Q2: 45,887 shares 45,887 $17.1M 1.07% +716 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,534 shares; 2024Q4: 36,970 shares; 2025Q1: 37,804 shares; 2025Q2: 40,676 shares; 2025Q3: 41,168 shares; 2025Q4: 40,502 shares; 2026Q1: 42,392 shares; 2026Q2: 43,013 shares 43,013 $15.4M 0.96% +621 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,298 shares; 2024Q4: 6,298 shares; 2025Q1: 7,986 shares; 2025Q2: 125,867 shares; 2025Q3: 125,111 shares; 2025Q4: 124,810 shares; 2026Q1: 117,816 shares; 2026Q2: 99,440 shares 99,440 $13.7M 0.85% -18,376 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,460 shares; 2024Q4: 39,119 shares; 2025Q1: 43,335 shares; 2025Q2: 47,505 shares; 2025Q3: 48,699 shares; 2025Q4: 48,786 shares; 2026Q1: 50,320 shares; 2026Q2: 51,279 shares 51,279 $12.2M 0.76% +959 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,040 shares; 2024Q4: 161,023 shares; 2025Q1: 319,483 shares; 2025Q2: 203,823 shares; 2025Q3: 210,060 shares; 2025Q4: 213,727 shares; 2026Q1: 216,958 shares; 2026Q2: 228,493 shares 228,493 $11.8M 0.74% +11,535 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,948 shares; 2024Q4: 23,370 shares; 2025Q1: 24,350 shares; 2025Q2: 25,851 shares; 2025Q3: 26,321 shares; 2025Q4: 26,588 shares; 2026Q1: 27,872 shares; 2026Q2: 28,343 shares 28,343 $10M 0.63% +471 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,220 shares; 2024Q4: 15,774 shares; 2025Q1: 15,182 shares; 2025Q2: 17,726 shares; 2025Q3: 18,127 shares; 2025Q4: 18,274 shares; 2026Q1: 19,786 shares; 2026Q2: 20,406 shares 20,406 $7.71M 0.48% +620 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,716 shares; 2024Q4: 5,947 shares; 2025Q1: 8,084 shares; 2025Q2: 8,167 shares; 2025Q3: 8,685 shares; 2025Q4: 8,859 shares; 2026Q1: 8,886 shares; 2026Q2: 10,420 shares 10,420 $7.16M 0.45% +1,534 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,759 shares; 2024Q4: 8,167 shares; 2025Q1: 9,580 shares; 2025Q2: 10,075 shares; 2025Q3: 10,103 shares; 2025Q4: 10,813 shares; 2026Q1: 11,341 shares; 2026Q2: 11,089 shares 11,089 $6.25M 0.39% -252 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,820 shares; 2025Q2: 12,923 shares; 2025Q3: 12,811 shares; 2025Q4: 12,479 shares; 2026Q1: 12,475 shares; 2026Q2: 9,518 shares 9,518 $6.1M 0.38% -2,957 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,509 shares; 2024Q4: 2,534 shares; 2025Q1: 2,810 shares; 2025Q2: 2,949 shares; 2025Q3: 2,459 shares; 2025Q4: 2,617 shares; 2026Q1: 2,856 shares; 2026Q2: 4,778 shares 4,778 $5.73M 0.36% +1,922 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776,534 shares; 2024Q4: 785,275 shares; 2025Q1: 833,855 shares; 2025Q2: 760,607 shares; 2025Q3: 852,159 shares; 2025Q4: 167,584 shares; 2026Q1: 46,047 shares; 2026Q2: 37,898 shares 37,898 $5.62M 0.35% -8,149 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,799 shares; 2024Q4: 32,943 shares; 2025Q1: 36,110 shares; 2025Q2: 35,898 shares; 2025Q3: 36,208 shares; 2025Q4: 37,526 shares; 2026Q1: 38,547 shares; 2026Q2: 38,531 shares 38,531 $5.27M 0.33% -16 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 3,196 shares; 2025Q1: 3,609 shares; 2025Q2: 3,162 shares; 2025Q3: 3,346 shares; 2025Q4: 3,719 shares; 2026Q1: 4,346 shares; 2026Q2: 4,497 shares 4,497 $5.19M 0.32% +151 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,622 shares; 2025Q1: 20,363 shares; 2025Q2: 25,645 shares; 2025Q3: 25,645 shares; 2025Q4: 25,645 shares; 2026Q1: 25,569 shares; 2026Q2: 25,569 shares 25,569 $5M 0.31% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,407 shares; 2024Q4: 10,931 shares; 2025Q1: 12,661 shares; 2025Q2: 53,229 shares; 2025Q3: 39,204 shares; 2025Q4: 44,728 shares; 2026Q1: 49,487 shares; 2026Q2: 62,519 shares 62,519 $5M 0.31% +13,032 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,909 shares; 2026Q1: 56,671 shares; 2026Q2: 92,638 shares 92,638 $4.69M 0.29% +35,967 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,408 shares; 2024Q4: 6,668 shares; 2025Q1: 7,133 shares; 2025Q2: 8,576 shares; 2025Q3: 8,991 shares; 2025Q4: 9,306 shares; 2026Q1: 9,940 shares; 2026Q2: 10,255 shares 10,255 $4.31M 0.27% +315 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,771 shares; 2024Q4: 8,408 shares; 2025Q1: 10,038 shares; 2025Q2: 10,973 shares; 2025Q3: 11,130 shares; 2025Q4: 11,466 shares; 2026Q1: 12,259 shares; 2026Q2: 12,635 shares 12,635 $4.14M 0.26% +376 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,872 shares; 2024Q4: 3,865 shares; 2025Q1: 3,883 shares; 2025Q2: 3,972 shares; 2025Q3: 6,355 shares; 2025Q4: 5,831 shares; 2026Q1: 5,654 shares; 2026Q2: 5,507 shares 5,507 $4.12M 0.26% -147 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,434 shares; 2024Q4: 9,355 shares; 2025Q1: 8,352 shares; 2025Q2: 10,397 shares; 2025Q3: 11,157 shares; 2025Q4: 23,659 shares; 2026Q1: 17,711 shares; 2026Q2: 20,248 shares 20,248 $3.86M 0.24% +2,537 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,016 shares; 2024Q4: 3,218 shares; 2025Q1: 2,768 shares; 2025Q2: 5,020 shares; 2025Q3: 5,236 shares; 2025Q4: 6,119 shares; 2026Q1: 6,105 shares; 2026Q2: 6,637 shares 6,637 $3.86M 0.24% +532 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,378 shares; 2024Q4: 4,374 shares; 2025Q1: 4,423 shares; 2025Q2: 4,564 shares; 2025Q3: 4,766 shares; 2025Q4: 4,776 shares; 2026Q1: 4,711 shares; 2026Q2: 4,743 shares 4,743 $3.5M 0.22% +32 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,998 shares; 2024Q4: 10,293 shares; 2025Q1: 11,123 shares; 2025Q2: 12,008 shares; 2025Q3: 12,106 shares; 2025Q4: 11,836 shares; 2026Q1: 12,452 shares; 2026Q2: 12,601 shares 12,601 $3.2M 0.2% +149 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,601 shares; 2025Q2: 1,601 shares; 2025Q3: 1,601 shares; 2025Q4: 1,601 shares; 2026Q1: 1,601 shares; 2026Q2: 1,606 shares 1,606 $3.2M 0.2% +5 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,424 shares; 2024Q4: 7,403 shares; 2025Q1: 7,388 shares; 2025Q2: 6,294 shares; 2025Q3: 6,261 shares; 2025Q4: 6,232 shares; 2026Q1: 6,232 shares; 2026Q2: 24,900 shares 24,900 $3.09M 0.19% +18,668 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 4,636 shares; 2025Q1: 5,021 shares; 2025Q2: 5,554 shares; 2025Q3: 5,557 shares; 2025Q4: 5,412 shares; 2026Q1: 5,736 shares; 2026Q2: 5,649 shares 5,649 $2.9M 0.18% -87 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,535 shares; 2024Q4: 12,027 shares; 2025Q1: 12,639 shares; 2025Q2: 13,157 shares; 2025Q3: 13,222 shares; 2025Q4: 13,172 shares; 2026Q1: 13,426 shares; 2026Q2: 13,593 shares 13,593 $2.84M 0.18% +167 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,217 shares; 2024Q4: 46,723 shares; 2025Q1: 74,939 shares; 2025Q2: 59,583 shares; 2025Q3: 59,261 shares; 2025Q4: 63,045 shares; 2026Q1: 56,683 shares; 2026Q2: 55,783 shares 55,783 $2.77M 0.17% -900 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,178 shares; 2024Q4: 24,579 shares; 2025Q1: 24,580 shares; 2025Q2: 26,024 shares; 2025Q3: 24,146 shares; 2025Q4: 25,221 shares; 2026Q1: 25,308 shares; 2026Q2: 25,369 shares 25,369 $2.73M 0.17% +61 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,836 shares; 2024Q4: 18,882 shares; 2025Q1: 20,900 shares; 2025Q2: 21,623 shares; 2025Q3: 22,181 shares; 2025Q4: 22,887 shares; 2026Q1: 24,177 shares; 2026Q2: 23,992 shares 23,992 $2.72M 0.17% -185 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,547 shares; 2024Q4: 49,901 shares; 2025Q1: 48,165 shares; 2025Q2: 48,000 shares; 2025Q3: 47,880 shares; 2025Q4: 47,819 shares; 2026Q1: 11,962 shares; 2026Q2: 11,962 shares 11,962 $2.55M 0.16% 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; 2024Q3: 6,897 shares; 2024Q4: 7,027 shares; 2025Q1: 8,112 shares; 2025Q2: 8,255 shares; 2025Q3: 8,145 shares; 2025Q4: 8,045 shares; 2026Q1: 8,296 shares; 2026Q2: 7,160 shares 7,160 $2.53M 0.16% -1,136 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,950 shares; 2024Q4: 1,404 shares; 2025Q1: 1,388 shares; 2025Q2: 3,602 shares; 2025Q3: 3,487 shares; 2025Q4: 3,597 shares; 2026Q1: 3,692 shares; 2026Q2: 3,476 shares 3,476 $2.51M 0.16% -216 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,712 shares; 2025Q2: 12,474 shares; 2025Q3: 13,073 shares; 2025Q4: 13,302 shares; 2026Q1: 15,298 shares; 2026Q2: 16,665 shares 16,665 $2.33M 0.15% +1,367 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,129 shares; 2024Q4: 4,042 shares; 2025Q1: 4,430 shares; 2025Q2: 4,621 shares; 2025Q3: 4,152 shares; 2025Q4: 4,117 shares; 2026Q1: 4,358 shares; 2026Q2: 2,448 shares 2,448 $2.29M 0.14% -1,910 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,063 shares; 2024Q4: 11,238 shares; 2025Q1: 15,328 shares; 2025Q2: 17,999 shares; 2025Q3: 17,133 shares; 2025Q4: 17,433 shares; 2026Q1: 18,579 shares; 2026Q2: 19,108 shares 19,108 $2.24M 0.14% +529 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,241 shares; 2024Q4: 13,287 shares; 2025Q1: 13,614 shares; 2025Q2: 13,661 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,414 shares 40,414 $2.2M 0.14% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,240 shares; 2024Q4: 6,806 shares; 2025Q1: 7,398 shares; 2025Q2: 7,560 shares; 2025Q3: 7,191 shares; 2025Q4: 7,321 shares; 2026Q1: 7,464 shares; 2026Q2: 7,526 shares 7,526 $2.12M 0.13% +62 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,743 shares; 2024Q4: 3,634 shares; 2025Q1: 4,635 shares; 2025Q2: 5,683 shares; 2025Q3: 5,696 shares; 2025Q4: 5,422 shares; 2026Q1: 4,968 shares; 2026Q2: 6,133 shares 6,133 $2.1M 0.13% +1,165 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,345 shares; 2024Q4: 5,467 shares; 2025Q1: 8,407 shares; 2025Q2: 10,184 shares; 2025Q3: 19,031 shares; 2025Q4: 18,929 shares; 2026Q1: 22,917 shares; 2026Q2: 20,982 shares 20,982 $2.05M 0.13% -1,935 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,069 shares; 2026Q1: 1,145 shares; 2026Q2: 889 shares 889 $2.02M 0.13% -256 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,147 shares; 2024Q4: 2,441 shares; 2025Q1: 3,146 shares; 2025Q2: 2,781 shares; 2025Q3: 2,854 shares; 2025Q4: 2,855 shares; 2026Q1: 2,856 shares; 2026Q2: 2,674 shares 2,674 $2M 0.13% -182 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,472 shares; 2025Q1: 5,472 shares; 2025Q2: 5,600 shares; 2025Q3: 5,971 shares; 2025Q4: 5,480 shares; 2026Q1: 5,421 shares; 2026Q2: 5,421 shares 5,421 $2M 0.12% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,526 shares; 2024Q4: 11,217 shares; 2025Q1: 13,006 shares; 2025Q2: 13,158 shares; 2025Q3: 13,974 shares; 2025Q4: 14,180 shares; 2026Q1: 14,921 shares; 2026Q2: 15,057 shares 15,057 $1.95M 0.12% +136 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,320 shares; 2024Q4: 4,122 shares; 2025Q1: 4,485 shares; 2025Q2: 3,041 shares; 2025Q3: 4,556 shares; 2025Q4: 4,704 shares; 2026Q1: 4,065 shares; 2026Q2: 4,631 shares 4,631 $1.92M 0.12% +566 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,504 shares; 2024Q4: 83,735 shares; 2025Q1: 31,294 shares; 2025Q2: 22,749 shares; 2025Q3: 21,255 shares; 2025Q4: 19,952 shares; 2026Q1: 17,909 shares; 2026Q2: 17,754 shares 17,754 $1.91M 0.12% -155 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,503 shares; 2024Q4: 4,706 shares; 2025Q1: 6,237 shares; 2025Q2: 6,610 shares; 2025Q3: 6,260 shares; 2025Q4: 6,435 shares; 2026Q1: 6,997 shares; 2026Q2: 7,424 shares 7,424 $1.87M 0.12% +427 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,922 shares; 2024Q4: 1,988 shares; 2025Q1: 1,902 shares; 2025Q2: 2,066 shares; 2025Q3: 2,118 shares; 2025Q4: 2,197 shares; 2026Q1: 2,154 shares; 2026Q2: 5,512 shares 5,512 $1.86M 0.12% +3,358 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,922 shares; 2025Q1: 5,368 shares; 2025Q2: 3,089 shares; 2025Q3: 3,189 shares; 2025Q4: 3,299 shares; 2026Q1: 3,863 shares; 2026Q2: 4,293 shares 4,293 $1.86M 0.12% +430 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,163 shares; 2024Q4: 2,279 shares; 2025Q1: 2,954 shares; 2025Q2: 2,999 shares; 2025Q3: 3,083 shares; 2025Q4: 3,199 shares; 2026Q1: 3,618 shares; 2026Q2: 4,944 shares 4,944 $1.85M 0.12% +1,326 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,523 shares; 2024Q4: 21,811 shares; 2025Q1: 22,195 shares; 2025Q2: 21,724 shares; 2025Q3: 21,453 shares; 2025Q4: 21,378 shares; 2026Q1: 20,693 shares; 2026Q2: 18,638 shares 18,638 $1.84M 0.12% -2,055 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,998 shares; 2024Q4: 11,156 shares; 2025Q1: 15,817 shares; 2025Q2: 16,453 shares; 2025Q3: 22,170 shares; 2025Q4: 22,809 shares; 2026Q1: 26,339 shares; 2026Q2: 25,712 shares 25,712 $1.79M 0.11% -627 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 673 shares; 2025Q2: 902 shares; 2025Q3: 936 shares; 2025Q4: 975 shares; 2026Q1: 1,045 shares; 2026Q2: 1,360 shares 1,360 $1.6M 0.1% +315 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 401 shares; 2025Q2: 496 shares; 2025Q3: 503 shares; 2025Q4: 495 shares; 2026Q1: 505 shares; 2026Q2: 5,251 shares 5,251 $1.58M 0.1% +4,746 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,618 shares; 2024Q4: 6,287 shares; 2025Q1: 7,360 shares; 2025Q2: 7,684 shares; 2025Q3: 7,009 shares; 2025Q4: 6,104 shares; 2026Q1: 7,952 shares; 2026Q2: 10,503 shares 10,503 $1.54M 0.1% +2,551 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,102 shares; 2024Q4: 1,208 shares; 2025Q1: 1,197 shares; 2025Q2: 912 shares; 2025Q3: 1,029 shares; 2025Q4: 1,308 shares; 2026Q1: 1,393 shares; 2026Q2: 1,441 shares 1,441 $1.53M 0.1% +48 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,468 shares; 2024Q4: 11,468 shares; 2025Q1: 11,468 shares; 2025Q2: 11,468 shares; 2025Q3: 11,468 shares; 2025Q4: 11,468 shares; 2026Q1: 11,067 shares; 2026Q2: 11,067 shares 11,067 $1.52M 0.1% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,498 shares; 2024Q4: 12,189 shares; 2025Q1: 14,152 shares; 2025Q2: 16,293 shares; 2025Q3: 15,930 shares; 2025Q4: 16,403 shares; 2026Q1: 17,688 shares; 2026Q2: 18,567 shares 18,567 $1.52M 0.09% +879 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,078 shares; 2024Q4: 23,854 shares; 2025Q1: 25,445 shares; 2025Q2: 22,243 shares; 2025Q3: 21,039 shares; 2025Q4: 23,535 shares; 2026Q1: 24,772 shares; 2026Q2: 26,624 shares 26,624 $1.52M 0.09% +1,852 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,628 shares; 2025Q3: 3,789 shares; 2025Q4: 3,775 shares; 2026Q1: 4,600 shares; 2026Q2: 18,400 shares 18,400 $1.48M 0.09% +13,800 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 2,899 shares; 2025Q1: 3,289 shares; 2025Q2: 3,348 shares; 2025Q3: 3,322 shares; 2025Q4: 3,356 shares; 2026Q1: 3,548 shares; 2026Q2: 4,043 shares 4,043 $1.46M 0.09% +495 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,948 shares; 2024Q4: 10,152 shares; 2025Q1: 10,724 shares; 2025Q2: 11,424 shares; 2025Q3: 11,872 shares; 2025Q4: 11,631 shares; 2026Q1: 12,469 shares; 2026Q2: 9,784 shares 9,784 $1.43M 0.09% -2,685 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,917 shares; 2026Q2: 15,684 shares 15,684 $1.41M 0.09% -45,233 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,521 shares; 2026Q1: 8,999 shares; 2026Q2: 12,680 shares 12,680 $1.28M 0.08% +3,681 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,997 shares; 2024Q4: 10,583 shares; 2025Q1: 12,113 shares; 2025Q2: 11,464 shares; 2025Q3: 11,627 shares; 2025Q4: 11,800 shares; 2026Q1: 8,802 shares; 2026Q2: 8,970 shares 8,970 $1.26M 0.08% +168 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,228 shares; 2024Q4: 2,610 shares; 2025Q1: 2,708 shares; 2025Q2: 2,988 shares; 2025Q3: 2,513 shares; 2025Q4: 2,559 shares; 2026Q1: 2,526 shares; 2026Q2: 2,535 shares 2,535 $1.26M 0.08% +9 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,708 shares; 2024Q4: 12,400 shares; 2025Q1: 11,726 shares; 2025Q2: 11,589 shares; 2025Q3: 11,931 shares; 2025Q4: 12,048 shares; 2026Q1: 11,778 shares; 2026Q2: 14,681 shares 14,681 $1.21M 0.08% +2,903 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,931 shares; 2025Q4: 1,982 shares; 2026Q1: 2,036 shares; 2026Q2: 1,887 shares 1,887 $1.21M 0.08% -149 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,435 shares; 2024Q4: 6,015 shares; 2025Q1: 6,586 shares; 2025Q2: 6,759 shares; 2025Q3: 8,107 shares; 2025Q4: 6,914 shares; 2026Q1: 7,553 shares; 2026Q2: 7,207 shares 7,207 $1.19M 0.07% -346 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 722 shares; 2024Q4: 711 shares; 2025Q1: 873 shares; 2025Q2: 875 shares; 2025Q3: 900 shares; 2025Q4: 998 shares; 2026Q1: 1,134 shares; 2026Q2: 1,171 shares 1,171 $1.18M 0.07% +37 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,948 shares; 2024Q4: 4,177 shares; 2025Q1: 4,787 shares; 2025Q2: 5,459 shares; 2025Q3: 5,639 shares; 2025Q4: 5,768 shares; 2026Q1: 6,108 shares; 2026Q2: 6,172 shares 6,172 $1.17M 0.07% +64 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,127 shares; 2024Q4: 10,127 shares; 2025Q1: not reported; 2025Q2: 13,724 shares; 2025Q3: 13,813 shares; 2025Q4: 13,778 shares; 2026Q1: 12,669 shares; 2026Q2: 13,170 shares 13,170 $1.09M 0.07% +501 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,224 shares; 2024Q4: 3,594 shares; 2025Q1: 4,335 shares; 2025Q2: 5,050 shares; 2025Q3: 5,216 shares; 2025Q4: 5,190 shares; 2026Q1: 5,725 shares; 2026Q2: 5,966 shares 5,966 $1.09M 0.07% +241 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,136 shares; 2026Q2: 5,128 shares 5,128 $1.09M 0.07% -8 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,841 shares; 2024Q4: 4,969 shares; 2025Q1: 6,456 shares; 2025Q2: 8,104 shares; 2025Q3: 8,223 shares; 2025Q4: 8,452 shares; 2026Q1: 9,094 shares; 2026Q2: 12,154 shares 12,154 $1.07M 0.07% +3,060 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,525 shares; 2024Q4: 4,525 shares; 2025Q1: 4,526 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares; 2026Q1: 4,525 shares; 2026Q2: 4,525 shares 4,525 $1.03M 0.06% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,172 shares; 2025Q1: 1,446 shares; 2025Q2: 1,559 shares; 2025Q3: 1,604 shares; 2025Q4: 15,421 shares; 2026Q1: 16,375 shares; 2026Q2: 14,307 shares 14,307 $1.02M 0.06% -2,068 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,122 shares; 2025Q2: 20,122 shares; 2025Q3: 20,151 shares; 2025Q4: 20,155 shares; 2026Q1: 20,281 shares; 2026Q2: 20,108 shares 20,108 $1M 0.06% -173 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,442 shares; 2025Q1: 6,491 shares; 2025Q2: 7,562 shares; 2025Q3: 7,923 shares; 2025Q4: 8,130 shares; 2026Q1: 8,457 shares; 2026Q2: 8,580 shares 8,580 $1M 0.06% +123 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 614 shares; 2024Q4: 1,297 shares; 2025Q1: 1,578 shares; 2025Q2: 1,639 shares; 2025Q3: 1,625 shares; 2025Q4: 1,716 shares; 2026Q1: 2,609 shares; 2026Q2: 2,877 shares 2,877 $981K 0.06% +268 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,003 shares; 2024Q4: 84,282 shares; 2025Q1: 87,340 shares; 2025Q2: 89,165 shares; 2025Q3: 91,989 shares; 2025Q4: 18,928 shares; 2026Q1: 17,434 shares; 2026Q2: 17,434 shares 17,434 $975K 0.06% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,203 shares; 2025Q1: 3,345 shares; 2025Q2: 3,205 shares; 2025Q3: 3,205 shares; 2025Q4: 3,097 shares; 2026Q1: 3,097 shares; 2026Q2: 3,196 shares 3,196 $969K 0.06% +99 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,128 shares; 2026Q1: 18,053 shares; 2026Q2: 23,893 shares 23,893 $968K 0.06% +5,840 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,732 shares; 2024Q4: 2,988 shares; 2025Q1: 3,616 shares; 2025Q2: 4,139 shares; 2025Q3: 4,305 shares; 2025Q4: 4,171 shares; 2026Q1: 4,224 shares; 2026Q2: 4,429 shares 4,429 $959K 0.06% +205 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,597 shares; 2026Q2: 11,163 shares 11,163 $954K 0.06% +5,566 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,387 shares; 2024Q4: 7,387 shares; 2025Q1: not reported; 2025Q2: 9,351 shares; 2025Q3: 9,892 shares; 2025Q4: 9,833 shares; 2026Q1: 9,833 shares; 2026Q2: 9,836 shares 9,836 $950K 0.06% +3 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 434 shares; 2024Q4: 1,357 shares; 2025Q1: 1,384 shares; 2025Q2: 1,388 shares; 2025Q3: 1,470 shares; 2025Q4: 1,459 shares; 2026Q1: 1,497 shares; 2026Q2: 1,513 shares 1,513 $943K 0.06% +16 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,247 shares; 2024Q4: 3,272 shares; 2025Q1: 3,418 shares; 2025Q2: 3,717 shares; 2025Q3: 3,727 shares; 2025Q4: 3,890 shares; 2026Q1: 4,172 shares; 2026Q2: 3,417 shares 3,417 $924K 0.06% -755 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,217 shares; 2025Q4: 3,373 shares; 2026Q1: 3,401 shares; 2026Q2: 3,479 shares 3,479 $889K 0.06% +78 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,686 shares; 2024Q4: 6,775 shares; 2025Q1: not reported; 2025Q2: 5,211 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,258 shares; 2026Q2: 2,957 shares 2,957 $881K 0.06% +699 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,098 shares; 2024Q4: 1,118 shares; 2025Q1: 1,418 shares; 2025Q2: 1,760 shares; 2025Q3: 1,729 shares; 2025Q4: 1,189 shares; 2026Q1: 1,588 shares; 2026Q2: 1,676 shares 1,676 $870K 0.05% +88 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,897 shares; 2024Q4: 6,888 shares; 2025Q1: 7,198 shares; 2025Q2: 7,407 shares; 2025Q3: 7,445 shares; 2025Q4: 7,531 shares; 2026Q1: 7,851 shares; 2026Q2: 7,025 shares 7,025 $865K 0.05% -826 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,707 shares; 2024Q4: 3,707 shares; 2025Q1: 4,961 shares; 2025Q2: 3,567 shares; 2025Q3: 3,567 shares; 2025Q4: 3,567 shares; 2026Q1: 3,567 shares; 2026Q2: 3,567 shares 3,567 $865K 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 776 shares; 2024Q4: 851 shares; 2025Q1: 822 shares; 2025Q2: 1,701 shares; 2025Q3: 1,681 shares; 2025Q4: 1,675 shares; 2026Q1: 1,939 shares; 2026Q2: 1,982 shares 1,982 $845K 0.05% +43 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,049 shares; 2024Q4: 4,020 shares; 2025Q1: 3,283 shares; 2025Q2: 4,273 shares; 2025Q3: 4,126 shares; 2025Q4: 4,846 shares; 2026Q1: 4,575 shares; 2026Q2: 4,309 shares 4,309 $822K 0.05% -266 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,749 shares; 2024Q4: 2,806 shares; 2025Q1: 3,426 shares; 2025Q2: 4,509 shares; 2025Q3: 4,623 shares; 2025Q4: 5,058 shares; 2026Q1: 5,476 shares; 2026Q2: 5,371 shares 5,371 $814K 0.05% -105 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,754 shares; 2024Q4: 3,687 shares; 2025Q1: 3,687 shares; 2025Q2: 3,687 shares; 2025Q3: 3,699 shares; 2025Q4: 3,699 shares; 2026Q1: 3,699 shares; 2026Q2: 3,699 shares 3,699 $812K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,065 shares; 2024Q4: 901 shares; 2025Q1: 1,327 shares; 2025Q2: 973 shares; 2025Q3: 1,026 shares; 2025Q4: 1,298 shares; 2026Q1: 1,239 shares; 2026Q2: 1,586 shares 1,586 $796K 0.05% +347 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,816 shares; 2024Q4: 3,868 shares; 2025Q1: 3,865 shares; 2025Q2: 4,200 shares; 2025Q3: 4,226 shares; 2025Q4: 4,267 shares; 2026Q1: 4,083 shares; 2026Q2: 3,916 shares 3,916 $761K 0.05% -167 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,929 shares; 2024Q4: 5,204 shares; 2025Q1: not reported; 2025Q2: 4,005 shares; 2025Q3: 4,133 shares; 2025Q4: 3,685 shares; 2026Q1: 4,112 shares; 2026Q2: 4,276 shares 4,276 $755K 0.05% +164 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 652 shares; 2024Q4: 678 shares; 2025Q1: 578 shares; 2025Q2: 586 shares; 2025Q3: 593 shares; 2025Q4: 593 shares; 2026Q1: 605 shares; 2026Q2: 653 shares 653 $740K 0.05% +48 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,038 shares; 2024Q4: 7,038 shares; 2025Q1: 6,838 shares; 2025Q2: 6,786 shares; 2025Q3: 6,786 shares; 2025Q4: 6,786 shares; 2026Q1: 6,729 shares; 2026Q2: 6,675 shares 6,675 $736K 0.05% -54 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,254 shares; 2025Q3: 13,254 shares; 2025Q4: 13,254 shares; 2026Q1: 13,254 shares; 2026Q2: 11,586 shares 11,586 $730K 0.05% -1,668 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,646 shares; 2024Q4: 2,659 shares; 2025Q1: 2,674 shares; 2025Q2: 2,738 shares; 2025Q3: 2,766 shares; 2025Q4: 2,594 shares; 2026Q1: 2,642 shares; 2026Q2: 2,660 shares 2,660 $722K 0.05% +18 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,607 shares; 2024Q4: 1,704 shares; 2025Q1: 2,014 shares; 2025Q2: 1,819 shares; 2025Q3: 1,635 shares; 2025Q4: 1,820 shares; 2026Q1: 2,236 shares; 2026Q2: 2,394 shares 2,394 $714K 0.04% +158 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,062 shares; 2024Q4: 665 shares; 2025Q1: 1,711 shares; 2025Q2: 1,711 shares; 2025Q3: 1,711 shares; 2025Q4: 1,711 shares; 2026Q1: 1,711 shares; 2026Q2: 1,711 shares 1,711 $701K 0.04% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 685 shares; 2025Q2: 701 shares; 2025Q3: 723 shares; 2025Q4: 788 shares; 2026Q1: 767 shares; 2026Q2: 915 shares 915 $698K 0.04% +148 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,261 shares; 2024Q4: 8,938 shares; 2025Q1: 9,116 shares; 2025Q2: 10,720 shares; 2025Q3: 10,402 shares; 2025Q4: 9,789 shares; 2026Q1: 9,744 shares; 2026Q2: 7,602 shares 7,602 $690K 0.04% -2,142 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,111 shares; 2024Q4: 21,526 shares; 2025Q1: 27,760 shares; 2025Q2: 26,951 shares; 2025Q3: 28,118 shares; 2025Q4: 27,938 shares; 2026Q1: 31,228 shares; 2026Q2: 28,570 shares 28,570 $688K 0.04% -2,658 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,846 shares 7,846 $677K 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,520 shares; 2024Q4: 8,644 shares; 2025Q1: 9,272 shares; 2025Q2: 7,122 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,061 shares; 2026Q2: 11,087 shares 11,087 $675K 0.04% +7,026 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,410 shares; 2024Q4: 7,846 shares; 2025Q1: 8,416 shares; 2025Q2: 8,435 shares; 2025Q3: 8,469 shares; 2025Q4: 6,357 shares; 2026Q1: 6,767 shares; 2026Q2: 6,557 shares 6,557 $670K 0.04% -210 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,043 shares; 2024Q4: 3,056 shares; 2025Q1: 3,079 shares; 2025Q2: 3,107 shares; 2025Q3: 3,140 shares; 2025Q4: 3,160 shares; 2026Q1: 3,149 shares; 2026Q2: 3,374 shares 3,374 $658K 0.04% +225 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,411 shares; 2024Q4: 2,456 shares; 2025Q1: 2,642 shares; 2025Q2: 2,695 shares; 2025Q3: 2,709 shares; 2025Q4: 2,756 shares; 2026Q1: 2,688 shares; 2026Q2: 2,480 shares 2,480 $647K 0.04% -208 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,534 shares; 2025Q2: 8,485 shares; 2025Q3: 8,554 shares; 2025Q4: 8,405 shares; 2026Q1: 8,519 shares; 2026Q2: 9,065 shares 9,065 $646K 0.04% +546 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,986 shares 18,986 $630K 0.04% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,189 shares; 2024Q4: 1,115 shares; 2025Q1: 1,607 shares; 2025Q2: 1,485 shares; 2025Q3: 1,542 shares; 2025Q4: 1,524 shares; 2026Q1: 1,504 shares; 2026Q2: 1,561 shares 1,561 $620K 0.04% +57 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,559 shares; 2024Q4: 3,114 shares; 2025Q1: 3,700 shares; 2025Q2: 4,198 shares; 2025Q3: 4,370 shares; 2025Q4: 4,446 shares; 2026Q1: 4,857 shares; 2026Q2: 4,880 shares 4,880 $617K 0.04% +23 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,302 shares; 2024Q4: 1,468 shares; 2025Q1: 1,949 shares; 2025Q2: 1,809 shares; 2025Q3: 2,032 shares; 2025Q4: 2,054 shares; 2026Q1: 2,096 shares; 2026Q2: 2,227 shares 2,227 $606K 0.04% +131 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,130 shares; 2024Q4: 1,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,059 shares; 2026Q2: 2,478 shares 2,478 $592K 0.04% +1,419 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,432 shares; 2025Q3: 2,602 shares; 2025Q4: 2,741 shares; 2026Q1: 3,213 shares; 2026Q2: 3,342 shares 3,342 $568K 0.04% +129 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 854 shares; 2025Q1: 843 shares; 2025Q2: 966 shares; 2025Q3: 1,018 shares; 2025Q4: 982 shares; 2026Q1: 1,024 shares; 2026Q2: 1,093 shares 1,093 $563K 0.04% +69 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,677 shares; 2025Q1: 1,885 shares; 2025Q2: 2,229 shares; 2025Q3: 2,175 shares; 2025Q4: 2,127 shares; 2026Q1: 2,445 shares; 2026Q2: 2,523 shares 2,523 $551K 0.03% +78 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,279 shares; 2024Q4: 2,425 shares; 2025Q1: 2,641 shares; 2025Q2: 3,783 shares; 2025Q3: 3,882 shares; 2025Q4: 4,034 shares; 2026Q1: 3,998 shares; 2026Q2: 4,670 shares 4,670 $550K 0.03% +672 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 904 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 4,597 shares 4,597 $549K 0.03% +4,022 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,295 shares; 2024Q4: 4,209 shares; 2025Q1: 5,324 shares; 2025Q2: 5,401 shares; 2025Q3: 5,398 shares; 2025Q4: 5,268 shares; 2026Q1: 5,610 shares; 2026Q2: 5,713 shares 5,713 $547K 0.03% +103 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,767 shares; 2025Q2: 1,763 shares; 2025Q3: 1,533 shares; 2025Q4: 1,533 shares; 2026Q1: 1,533 shares; 2026Q2: 1,579 shares 1,579 $543K 0.03% +46 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,397 shares; 2024Q4: 2,631 shares; 2025Q1: 2,711 shares; 2025Q2: 3,571 shares; 2025Q3: 3,330 shares; 2025Q4: 3,441 shares; 2026Q1: 3,357 shares; 2026Q2: 3,459 shares 3,459 $543K 0.03% +102 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 840 shares; 2025Q2: 1,217 shares; 2025Q3: 1,276 shares; 2025Q4: 1,275 shares; 2026Q1: 1,337 shares; 2026Q2: 1,433 shares 1,433 $538K 0.03% +96 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,518 shares; 2024Q4: 1,567 shares; 2025Q1: 1,754 shares; 2025Q2: 1,546 shares; 2025Q3: 1,612 shares; 2025Q4: 1,630 shares; 2026Q1: 1,691 shares; 2026Q2: 1,684 shares 1,684 $529K 0.03% -7 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 341 shares; 2025Q1: 420 shares; 2025Q2: 473 shares; 2025Q3: 486 shares; 2025Q4: 517 shares; 2026Q1: 573 shares; 2026Q2: 545 shares 545 $524K 0.03% -28 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 563 shares; 2024Q4: 531 shares; 2025Q1: 863 shares; 2025Q2: 751 shares; 2025Q3: 628 shares; 2025Q4: 848 shares; 2026Q1: 957 shares; 2026Q2: 1,052 shares 1,052 $523K 0.03% +95 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,127 shares; 2024Q4: 16,991 shares; 2025Q1: 20,813 shares; 2025Q2: 24,687 shares; 2025Q3: 25,353 shares; 2025Q4: 21,917 shares; 2026Q1: 25,580 shares; 2026Q2: 24,893 shares 24,893 $515K 0.03% -687 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,312 shares; 2025Q3: 1,294 shares; 2025Q4: 1,330 shares; 2026Q1: 1,504 shares; 2026Q2: 1,532 shares 1,532 $506K 0.03% +28 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 599 shares; 2025Q3: 590 shares; 2025Q4: 687 shares; 2026Q1: 717 shares; 2026Q2: 781 shares 781 $497K 0.03% +64 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,324 shares; 2025Q2: 1,585 shares; 2025Q3: 1,659 shares; 2025Q4: 1,888 shares; 2026Q1: 2,220 shares; 2026Q2: 2,183 shares 2,183 $495K 0.03% -37 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,352 shares; 2024Q4: 2,223 shares; 2025Q1: 2,658 shares; 2025Q2: 2,639 shares; 2025Q3: 3,360 shares; 2025Q4: 3,788 shares; 2026Q1: 3,979 shares; 2026Q2: 3,641 shares 3,641 $493K 0.03% -338 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,412 shares; 2025Q1: 4,557 shares; 2025Q2: 4,624 shares; 2025Q3: 4,786 shares; 2025Q4: 4,931 shares; 2026Q1: 5,664 shares; 2026Q2: 5,336 shares 5,336 $492K 0.03% -328 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,193 shares 2,193 $491K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,706 shares; 2024Q4: 1,850 shares; 2025Q1: 2,392 shares; 2025Q2: 2,230 shares; 2025Q3: 1,906 shares; 2025Q4: 2,087 shares; 2026Q1: 2,164 shares; 2026Q2: 3,025 shares 3,025 $490K 0.03% +861 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,187 shares 2,187 $484K 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,516 shares; 2026Q1: not reported; 2026Q2: 1,856 shares 1,856 $483K 0.03% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,657 shares; 2024Q4: 3,626 shares; 2025Q1: 3,796 shares; 2025Q2: 4,412 shares; 2025Q3: 4,396 shares; 2025Q4: 4,693 shares; 2026Q1: 2,453 shares; 2026Q2: 2,607 shares 2,607 $482K 0.03% +154 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 846 shares; 2024Q4: 942 shares; 2025Q1: 1,102 shares; 2025Q2: 1,327 shares; 2025Q3: 1,262 shares; 2025Q4: 1,359 shares; 2026Q1: 1,442 shares; 2026Q2: 1,401 shares 1,401 $479K 0.03% -41 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,574 shares; 2024Q4: 3,574 shares; 2025Q1: 3,574 shares; 2025Q2: 3,500 shares; 2025Q3: 3,370 shares; 2025Q4: 3,340 shares; 2026Q1: 3,340 shares; 2026Q2: 3,238 shares 3,238 $474K 0.03% -102 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,842 shares; 2024Q4: 8,260 shares; 2025Q1: 10,393 shares; 2025Q2: 10,578 shares; 2025Q3: 10,912 shares; 2025Q4: 9,820 shares; 2026Q1: 11,745 shares; 2026Q2: 11,126 shares 11,126 $471K 0.03% -619 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,253 shares; 2024Q4: 3,013 shares; 2025Q1: 3,013 shares; 2025Q2: 3,013 shares; 2025Q3: 3,013 shares; 2025Q4: 3,013 shares; 2026Q1: 3,013 shares; 2026Q2: 3,013 shares 3,013 $471K 0.03% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 535 shares; 2025Q4: 560 shares; 2026Q1: 643 shares; 2026Q2: 658 shares 658 $469K 0.03% +15 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,144 shares; 2025Q2: 9,179 shares; 2025Q3: 9,250 shares; 2025Q4: 9,300 shares; 2026Q1: 9,376 shares; 2026Q2: 9,408 shares 9,408 $469K 0.03% +32 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 447 shares; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 512 shares; 2025Q4: 536 shares; 2026Q1: 560 shares; 2026Q2: 565 shares 565 $469K 0.03% +5 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,259 shares; 2024Q4: 10,185 shares; 2025Q1: 9,755 shares; 2025Q2: 10,657 shares; 2025Q3: 10,817 shares; 2025Q4: 10,481 shares; 2026Q1: 10,014 shares; 2026Q2: 6,423 shares 6,423 $463K 0.03% -3,591 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58 shares; 2024Q4: 66 shares; 2025Q1: 82 shares; 2025Q2: 93 shares; 2025Q3: 93 shares; 2025Q4: 98 shares; 2026Q1: 94 shares; 2026Q2: 2,554 shares 2,554 $455K 0.03% +2,460 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 552 shares; 2024Q4: 598 shares; 2025Q1: 379 shares; 2025Q2: 382 shares; 2025Q3: 388 shares; 2025Q4: 432 shares; 2026Q1: 440 shares; 2026Q2: 456 shares 456 $446K 0.03% +16 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,237 shares; 2024Q4: 4,321 shares; 2025Q1: 4,986 shares; 2025Q2: 4,479 shares; 2025Q3: 4,541 shares; 2025Q4: 3,737 shares; 2026Q1: 4,212 shares; 2026Q2: 4,554 shares 4,554 $442K 0.03% +342 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,418 shares; 2024Q4: 3,382 shares; 2025Q1: 4,782 shares; 2025Q2: 4,284 shares; 2025Q3: 4,431 shares; 2025Q4: 4,117 shares; 2026Q1: 4,714 shares; 2026Q2: 5,559 shares 5,559 $439K 0.03% +845 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,780 shares; 2025Q2: 4,827 shares; 2025Q3: 5,011 shares; 2025Q4: 5,051 shares; 2026Q1: 5,537 shares; 2026Q2: 5,981 shares 5,981 $437K 0.03% +444 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,276 shares; 2026Q1: 6,276 shares; 2026Q2: 6,249 shares 6,249 $435K 0.03% -27 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,305 shares; 2024Q4: 2,868 shares; 2025Q1: 3,058 shares; 2025Q2: 3,048 shares; 2025Q3: 3,132 shares; 2025Q4: 3,554 shares; 2026Q1: 3,609 shares; 2026Q2: 3,531 shares 3,531 $424K 0.03% -78 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,805 shares; 2024Q4: 2,095 shares; 2025Q1: 2,859 shares; 2025Q2: 3,011 shares; 2025Q3: 3,028 shares; 2025Q4: 3,207 shares; 2026Q1: 3,210 shares; 2026Q2: 3,329 shares 3,329 $421K 0.03% +119 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 341 shares; 2025Q3: 355 shares; 2025Q4: 324 shares; 2026Q1: 378 shares; 2026Q2: 388 shares 388 $405K 0.03% +10 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 212 shares; 2026Q2: 204 shares 204 $404K 0.03% -8 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,614 shares; 2024Q4: 1,792 shares; 2025Q1: 1,639 shares; 2025Q2: 1,730 shares; 2025Q3: 1,764 shares; 2025Q4: 1,723 shares; 2026Q1: 1,886 shares; 2026Q2: 1,829 shares 1,829 $403K 0.03% -57 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 726 shares; 2025Q3: 734 shares; 2025Q4: 742 shares; 2026Q1: 785 shares; 2026Q2: 819 shares 819 $402K 0.03% +34 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 813 shares; 2025Q2: 1,047 shares; 2025Q3: 1,068 shares; 2025Q4: 1,120 shares; 2026Q1: 1,150 shares; 2026Q2: 1,128 shares 1,128 $400K 0.02% -22 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 818 shares; 2024Q4: 895 shares; 2025Q1: 833 shares; 2025Q2: 937 shares; 2025Q3: 955 shares; 2025Q4: 999 shares; 2026Q1: 796 shares; 2026Q2: 972 shares 972 $396K 0.02% +176 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 781 shares; 2024Q4: 868 shares; 2025Q1: 1,082 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 849 shares; 2026Q1: not reported; 2026Q2: 1,748 shares 1,748 $394K 0.02% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,881 shares; 2025Q4: 3,016 shares; 2026Q1: 3,250 shares; 2026Q2: 3,792 shares 3,792 $392K 0.02% +542 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,137 shares; 2025Q2: 1,920 shares; 2025Q3: 1,820 shares; 2025Q4: 1,830 shares; 2026Q1: 1,979 shares; 2026Q2: 1,947 shares 1,947 $391K 0.02% -32 Timeline EAOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,435 shares; 2026Q2: 8,559 shares 8,559 $389K 0.02% +124 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,313 shares; 2024Q4: 1,273 shares; 2025Q1: 1,314 shares; 2025Q2: 1,301 shares; 2025Q3: 1,313 shares; 2025Q4: 1,317 shares; 2026Q1: 1,364 shares; 2026Q2: 1,376 shares 1,376 $385K 0.02% +12 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,672 shares; 2024Q4: 17,016 shares; 2025Q1: 17,374 shares; 2025Q2: 17,831 shares; 2025Q3: 17,837 shares; 2025Q4: 17,845 shares; 2026Q1: 17,848 shares; 2026Q2: 17,854 shares 17,854 $383K 0.02% +6 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,076 shares; 2026Q2: 1,136 shares 1,136 $380K 0.02% +60 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,053 shares; 2024Q4: 5,295 shares; 2025Q1: 6,492 shares; 2025Q2: 5,538 shares; 2025Q3: 5,085 shares; 2025Q4: 5,577 shares; 2026Q1: 6,426 shares; 2026Q2: 6,462 shares 6,462 $372K 0.02% +36 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,020 shares 6,020 $369K 0.02% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 751 shares; 2024Q4: 803 shares; 2025Q1: 1,036 shares; 2025Q2: 1,057 shares; 2025Q3: 1,041 shares; 2025Q4: 931 shares; 2026Q1: 1,188 shares; 2026Q2: 1,169 shares 1,169 $369K 0.02% -19 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 775 shares; 2024Q4: 775 shares; 2025Q1: 814 shares; 2025Q2: 814 shares; 2025Q3: 735 shares; 2025Q4: 677 shares; 2026Q1: 677 shares; 2026Q2: 4,170 shares 4,170 $359K 0.02% +3,493 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,623 shares; 2024Q4: not reported; 2025Q1: 2,100 shares; 2025Q2: not reported; 2025Q3: 1,816 shares; 2025Q4: 2,308 shares; 2026Q1: 2,149 shares; 2026Q2: 2,626 shares 2,626 $356K 0.02% +477 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 627 shares; 2024Q4: 717 shares; 2025Q1: 884 shares; 2025Q2: 916 shares; 2025Q3: 850 shares; 2025Q4: 986 shares; 2026Q1: 989 shares; 2026Q2: 894 shares 894 $356K 0.02% -95 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,107 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,305 shares 2,305 $354K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,433 shares; 2024Q4: not reported; 2025Q1: 4,012 shares; 2025Q2: 4,964 shares; 2025Q3: 5,113 shares; 2025Q4: 5,128 shares; 2026Q1: 5,786 shares; 2026Q2: 5,688 shares 5,688 $352K 0.02% -98 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,047 shares; 2025Q4: 2,091 shares; 2026Q1: 2,389 shares; 2026Q2: 2,436 shares 2,436 $352K 0.02% +47 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,022 shares; 2026Q2: 5,039 shares 5,039 $352K 0.02% +17 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,068 shares; 2024Q4: 1,195 shares; 2025Q1: 1,404 shares; 2025Q2: 1,766 shares; 2025Q3: 1,696 shares; 2025Q4: 1,924 shares; 2026Q1: 2,297 shares; 2026Q2: 2,123 shares 2,123 $351K 0.02% -174 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,190 shares; 2024Q4: 1,273 shares; 2025Q1: 1,510 shares; 2025Q2: 1,590 shares; 2025Q3: 1,570 shares; 2025Q4: 1,372 shares; 2026Q1: 1,632 shares; 2026Q2: 1,573 shares 1,573 $351K 0.02% -59 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,460 shares; 2025Q4: 3,723 shares; 2026Q1: 3,707 shares; 2026Q2: 3,739 shares 3,739 $349K 0.02% +32 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 391 shares; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 1,264 shares; 2025Q3: not reported; 2025Q4: 649 shares; 2026Q1: not reported; 2026Q2: 889 shares 889 $344K 0.02% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 773 shares 773 $344K 0.02% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares; 2026Q2: 477 shares 477 $343K 0.02% +17 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,285 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,144 shares; 2025Q4: not reported; 2026Q1: 1,305 shares; 2026Q2: 1,340 shares 1,340 $342K 0.02% +35 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 792 shares 792 $342K 0.02% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,466 shares; 2024Q4: 2,423 shares; 2025Q1: 2,554 shares; 2025Q2: 2,667 shares; 2025Q3: 2,670 shares; 2025Q4: 2,687 shares; 2026Q1: 2,773 shares; 2026Q2: 2,883 shares 2,883 $341K 0.02% +110 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,065 shares; 2025Q4: 1,156 shares; 2026Q1: 1,145 shares; 2026Q2: 1,251 shares 1,251 $336K 0.02% +106 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,113 shares; 2025Q4: 2,113 shares; 2026Q1: 2,113 shares; 2026Q2: 2,113 shares 2,113 $334K 0.02% 0 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,500 shares; 2024Q4: 8,508 shares; 2025Q1: 8,500 shares; 2025Q2: 8,500 shares; 2025Q3: 8,500 shares; 2025Q4: 8,526 shares; 2026Q1: 8,526 shares; 2026Q2: 8,526 shares 8,526 $331K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,513 shares; 2024Q4: 2,339 shares; 2025Q1: 2,363 shares; 2025Q2: 2,787 shares; 2025Q3: 2,624 shares; 2025Q4: 2,770 shares; 2026Q1: 3,306 shares; 2026Q2: 3,173 shares 3,173 $330K 0.02% -133 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: not reported; 2025Q4: 3,191 shares; 2026Q1: 3,412 shares; 2026Q2: 3,585 shares 3,585 $329K 0.02% +173 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 479 shares; 2024Q4: 531 shares; 2025Q1: 471 shares; 2025Q2: 647 shares; 2025Q3: 520 shares; 2025Q4: 545 shares; 2026Q1: 644 shares; 2026Q2: 642 shares 642 $327K 0.02% -2 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,302 shares; 2025Q1: 1,547 shares; 2025Q2: 1,571 shares; 2025Q3: 1,590 shares; 2025Q4: 1,588 shares; 2026Q1: 1,709 shares; 2026Q2: 1,767 shares 1,767 $326K 0.02% +58 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: 398 shares; 2025Q3: 405 shares; 2025Q4: 403 shares; 2026Q1: 430 shares; 2026Q2: 430 shares 430 $325K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420 shares; 2025Q3: 4,548 shares; 2025Q4: 4,364 shares; 2026Q1: 4,534 shares; 2026Q2: 4,375 shares 4,375 $325K 0.02% -159 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,243 shares; 2024Q4: 1,946 shares; 2025Q1: 2,365 shares; 2025Q2: not reported; 2025Q3: 1,630 shares; 2025Q4: 1,679 shares; 2026Q1: 1,870 shares; 2026Q2: 1,923 shares 1,923 $325K 0.02% +53 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 1,276 shares; 2026Q2: 1,319 shares 1,319 $325K 0.02% +43 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 442 shares; 2024Q4: 474 shares; 2025Q1: 517 shares; 2025Q2: 691 shares; 2025Q3: 675 shares; 2025Q4: 3,356 shares; 2026Q1: 3,684 shares; 2026Q2: 3,257 shares 3,257 $323K 0.02% -427 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 149 shares; 2025Q2: 2,757 shares; 2025Q3: 2,895 shares; 2025Q4: 3,004 shares; 2026Q1: 3,073 shares; 2026Q2: 3,452 shares 3,452 $318K 0.02% +379 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767 shares; 2025Q3: 1,804 shares; 2025Q4: 1,810 shares; 2026Q1: 1,863 shares; 2026Q2: 1,926 shares 1,926 $314K 0.02% +63 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,068 shares; 2024Q4: 2,197 shares; 2025Q1: 4,376 shares; 2025Q2: 4,603 shares; 2025Q3: 4,675 shares; 2025Q4: 1,931 shares; 2026Q1: 2,309 shares; 2026Q2: 1,856 shares 1,856 $311K 0.02% -453 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares; 2026Q2: 218 shares 218 $302K 0.02% +33 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 506 shares; 2024Q4: 528 shares; 2025Q1: 580 shares; 2025Q2: 511 shares; 2025Q3: 528 shares; 2025Q4: 541 shares; 2026Q1: 533 shares; 2026Q2: 571 shares 571 $301K 0.02% +38 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,028 shares; 2025Q3: 1,049 shares; 2025Q4: 1,059 shares; 2026Q1: 1,096 shares; 2026Q2: 1,114 shares 1,114 $300K 0.02% +18 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 607 shares; 2025Q3: 622 shares; 2025Q4: 654 shares; 2026Q1: 732 shares; 2026Q2: 765 shares 765 $298K 0.02% +33 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,547 shares; 2025Q2: 9,756 shares; 2025Q3: 9,756 shares; 2025Q4: 9,756 shares; 2026Q1: 10,217 shares; 2026Q2: 10,749 shares 10,749 $298K 0.02% +532 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,802 shares; 2026Q1: 1,888 shares; 2026Q2: 2,010 shares 2,010 $295K 0.02% +122 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 2,031 shares; 2025Q2: 1,889 shares; 2025Q3: 1,927 shares; 2025Q4: 1,956 shares; 2026Q1: 2,064 shares; 2026Q2: 2,031 shares 2,031 $291K 0.02% -33 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,298 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares; 2026Q2: 2,460 shares 2,460 $289K 0.02% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,358 shares; 2024Q4: 2,406 shares; 2025Q1: 2,484 shares; 2025Q2: 3,065 shares; 2025Q3: 3,100 shares; 2025Q4: 2,852 shares; 2026Q1: 2,206 shares; 2026Q2: 2,414 shares 2,414 $286K 0.02% +208 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,140 shares; 2024Q4: 8,913 shares; 2025Q1: 8,678 shares; 2025Q2: 8,449 shares; 2025Q3: 8,503 shares; 2025Q4: 8,482 shares; 2026Q1: 4,392 shares; 2026Q2: 5,787 shares 5,787 $282K 0.02% +1,395 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,916 shares; 2026Q2: 2,048 shares 2,048 $280K 0.02% +132 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,145 shares 5,145 $277K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,761 shares; 2025Q4: 5,048 shares; 2026Q1: 6,200 shares; 2026Q2: 5,736 shares 5,736 $275K 0.02% -464 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,836 shares; 2025Q3: 1,887 shares; 2025Q4: 1,923 shares; 2026Q1: not reported; 2026Q2: 2,979 shares 2,979 $273K 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,307 shares; 2025Q3: 11,307 shares; 2025Q4: 11,307 shares; 2026Q1: 11,307 shares; 2026Q2: 11,307 shares 11,307 $268K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 678 shares 678 $267K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,227 shares; 2026Q2: 2,392 shares 2,392 $267K 0.02% +165 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 756 shares; 2025Q4: 791 shares; 2026Q1: 827 shares; 2026Q2: 846 shares 846 $266K 0.02% +19 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,341 shares; 2026Q2: 5,518 shares 5,518 $262K 0.02% +177 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares; 2025Q3: 1,156 shares; 2025Q4: 1,225 shares; 2026Q1: not reported; 2026Q2: 1,029 shares 1,029 $262K 0.02% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,475 shares; 2024Q4: 5,383 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,652 shares; 2026Q2: 4,157 shares 4,157 $261K 0.02% +505 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,761 shares 2,761 $261K 0.02% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,156 shares; 2026Q1: 3,494 shares; 2026Q2: 3,365 shares 3,365 $259K 0.02% -129 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,253 shares; 2026Q2: 1,256 shares 1,256 $258K 0.02% +3 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 2,144 shares; 2026Q2: 2,253 shares 2,253 $257K 0.02% +109 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,321 shares; 2026Q2: 1,448 shares 1,448 $255K 0.02% +127 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,892 shares; 2024Q4: 2,892 shares; 2025Q1: 2,892 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,450 shares; 2026Q1: 2,450 shares; 2026Q2: 2,450 shares 2,450 $255K 0.02% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 759 shares 759 $252K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 887 shares; 2025Q4: not reported; 2026Q1: 1,028 shares; 2026Q2: 1,059 shares 1,059 $252K 0.02% +31 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 1,918 shares; 2026Q1: not reported; 2026Q2: 2,483 shares 2,483 $249K 0.02% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,996 shares; 2026Q2: 4,423 shares 4,423 $245K 0.02% +427 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,625 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 3,531 shares; 2026Q2: 3,531 shares 3,531 $245K 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 335 shares; 2025Q3: 365 shares; 2025Q4: 356 shares; 2026Q1: 417 shares; 2026Q2: 532 shares 532 $244K 0.02% +115 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 195 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 179 shares 179 $244K 0.02% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 711 shares; 2026Q2: 732 shares 732 $242K 0.02% +21 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,074 shares 1,074 $240K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 971 shares 971 $238K 0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 866 shares; 2026Q2: 913 shares 913 $238K 0.01% +47 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 841 shares; 2025Q4: 918 shares; 2026Q1: not reported; 2026Q2: 939 shares 939 $235K 0.01% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,768 shares; 2026Q2: 7,320 shares 7,320 $234K 0.01% +552 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 606 shares 606 $234K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 475 shares 475 $233K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,486 shares 2,486 $233K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,416 shares 2,416 $232K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 155 shares; 2024Q4: 158 shares; 2025Q1: 163 shares; 2025Q2: 153 shares; 2025Q3: 157 shares; 2025Q4: 163 shares; 2026Q1: not reported; 2026Q2: 193 shares 193 $231K 0.01% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,422 shares 1,422 $230K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 997 shares 997 $229K 0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,855 shares; 2025Q2: 3,937 shares; 2025Q3: 4,065 shares; 2025Q4: 4,336 shares; 2026Q1: 4,349 shares; 2026Q2: 4,129 shares 4,129 $229K 0.01% -220 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 849 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 822 shares; 2026Q1: 841 shares; 2026Q2: 842 shares 842 $229K 0.01% +1 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 563 shares 563 $226K 0.01% new Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,283 shares 1,283 $226K 0.01% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,260 shares; 2026Q1: 2,314 shares; 2026Q2: 2,309 shares 2,309 $224K 0.01% -5 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 648 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 970 shares 970 $223K 0.01% new Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,700 shares 4,700 $222K 0.01% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,058 shares; 2024Q4: 3,395 shares; 2025Q1: 4,565 shares; 2025Q2: 6,091 shares; 2025Q3: 6,136 shares; 2025Q4: 5,702 shares; 2026Q1: 4,722 shares; 2026Q2: 5,205 shares 5,205 $222K 0.01% +483 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,168 shares 3,168 $222K 0.01% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,018 shares 1,018 $222K 0.01% new Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 136 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 166 shares 166 $221K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 777 shares; 2026Q2: 756 shares 756 $220K 0.01% -21 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,878 shares; 2025Q4: 5,878 shares; 2026Q1: 5,878 shares; 2026Q2: 5,878 shares 5,878 $217K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 768 shares; 2026Q1: not reported; 2026Q2: 846 shares 846 $216K 0.01% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,146 shares 1,146 $216K 0.01% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 750 shares; 2025Q3: 791 shares; 2025Q4: 858 shares; 2026Q1: 996 shares; 2026Q2: 866 shares 866 $215K 0.01% -130 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 820 shares; 2025Q4: 538 shares; 2026Q1: 529 shares; 2026Q2: 481 shares 481 $215K 0.01% -48 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,340 shares; 2025Q3: 1,465 shares; 2025Q4: 1,411 shares; 2026Q1: 1,493 shares; 2026Q2: 1,417 shares 1,417 $214K 0.01% -76 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 667 shares 667 $213K 0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,930 shares 6,930 $211K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,328 shares; 2024Q4: 15,185 shares; 2025Q1: 16,160 shares; 2025Q2: 14,070 shares; 2025Q3: 14,280 shares; 2025Q4: 14,292 shares; 2026Q1: 14,609 shares; 2026Q2: 15,174 shares 15,174 $211K 0.01% +565 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,364 shares 7,364 $210K 0.01% new Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,574 shares 1,574 $209K 0.01% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,130 shares 2,130 $209K 0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 456 shares 456 $208K 0.01% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,029 shares 3,029 $207K 0.01% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,536 shares 4,536 $205K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,118 shares 2,118 $204K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,275 shares 1,275 $204K 0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,849 shares 5,849 $204K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,556 shares; 2026Q2: 1,525 shares 1,525 $203K 0.01% -31 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,078 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,265 shares 1,265 $201K 0.01% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,364 shares 10,364 $165K 0.01% new Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,477 shares; 2025Q1: 16,477 shares; 2025Q2: 16,577 shares; 2025Q3: 15,435 shares; 2025Q4: 15,161 shares; 2026Q1: 15,161 shares; 2026Q2: 15,161 shares 15,161 $146K 0.01% 0 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,838 shares 13,838 $58.8K <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,522 shares; 2026Q1: 12,522 shares; 2026Q2: 12,522 shares 12,522 $57.9K <0.01% 0 Timeline NNVC NANOVIRICIDES INC More: the full row for NANOVIRICIDES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 17,000 shares; 2025Q4: 20,000 shares; 2026Q1: 21,500 shares; 2026Q2: 21,500 shares 21,500 $29.7K <0.01% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,645 shares 16,645 $29.3K <0.01% new Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,000 shares; 2025Q3: 20,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares; 2026Q2: 25,000 shares 25,000 $18K <0.01% 0 Timeline TRIB TRINITY BIOTECH INVT LTD More: the full row for TRINITY BIOTECH INVT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,666 shares; 2024Q4: 25,666 shares; 2025Q1: 25,666 shares; 2025Q2: 25,666 shares; 2025Q3: 25,666 shares; 2025Q4: 25,666 shares; 2026Q1: 25,666 shares; 2026Q2: 25,666 shares 25,666 $9.98K <0.01% 0 Timeline