BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9 shares; 2025Q1: 9 shares 9 $7.19M 4.04% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,011 shares; 2024Q3: 11,122 shares; 2024Q4: 9,728 shares; 2025Q1: 10,022 shares 10,022 $5.34M 3% +294 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 3,523 shares; 2024Q2: 3,523 shares; 2024Q3: 3,603 shares; 2024Q4: 34,350 shares; 2025Q1: 78,563 shares 78,563 $5.17M 2.91% +44,213 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 75,725 shares; 2024Q1: 80,625 shares; 2024Q2: 85,954 shares; 2024Q3: 90,162 shares; 2024Q4: 92,764 shares; 2025Q1: 95,386 shares 95,386 $5.15M 2.9% +2,622 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,441 shares; 2024Q4: 18,767 shares; 2025Q1: 63,320 shares 63,320 $4.79M 2.69% +44,553 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,474 shares; 2024Q1: 14,400 shares; 2024Q2: 17,855 shares; 2024Q3: 18,989 shares; 2024Q4: 20,494 shares; 2025Q1: 20,728 shares 20,728 $4.6M 2.59% +234 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 49,639 shares; 2024Q4: 66,374 shares; 2025Q1: 76,051 shares 76,051 $4.54M 2.55% +9,677 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 94,974 shares; 2024Q1: 99,043 shares; 2024Q2: 105,593 shares; 2024Q3: 102,294 shares; 2024Q4: 105,051 shares; 2025Q1: 66,007 shares 66,007 $3.89M 2.19% -39,044 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,451 shares; 2024Q1: 6,470 shares; 2024Q2: 6,430 shares; 2024Q3: 6,479 shares; 2024Q4: 13,353 shares; 2025Q1: 13,463 shares 13,463 $3.7M 2.08% +110 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 38,030 shares; 2024Q1: 37,151 shares; 2024Q2: 48,602 shares; 2024Q3: 51,145 shares; 2024Q4: 59,453 shares; 2025Q1: 63,674 shares 63,674 $3.64M 2.05% +4,221 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,903 shares; 2024Q1: 3,911 shares; 2024Q2: 6,867 shares; 2024Q3: 7,575 shares; 2024Q4: 8,425 shares; 2025Q1: 8,849 shares 8,849 $3.32M 1.87% +424 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 52,677 shares; 2024Q1: 55,769 shares; 2024Q2: 61,161 shares; 2024Q3: 67,310 shares; 2024Q4: 70,222 shares; 2025Q1: 78,157 shares 78,157 $3.19M 1.79% +7,935 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,802 shares; 2024Q1: 4,779 shares; 2024Q2: 4,782 shares; 2024Q3: 4,849 shares; 2024Q4: 4,869 shares; 2025Q1: 5,083 shares 5,083 $2.86M 1.61% +214 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 60,611 shares; 2024Q1: 67,931 shares; 2024Q2: 80,479 shares; 2024Q3: 75,110 shares; 2024Q4: 228,330 shares; 2025Q1: 127,621 shares 127,621 $2.82M 1.58% -100,709 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,183 shares; 2024Q1: 6,110 shares; 2024Q2: 6,555 shares; 2024Q3: 5,666 shares; 2024Q4: 6,199 shares; 2025Q1: 5,698 shares 5,698 $2.67M 1.5% -501 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,659 shares; 2024Q1: 19,659 shares; 2024Q2: 19,663 shares; 2024Q3: 21,936 shares; 2024Q4: 23,980 shares; 2025Q1: 23,660 shares 23,660 $2.34M 1.32% -320 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,345 shares; 2024Q1: 3,464 shares; 2024Q2: 11,088 shares; 2024Q3: 12,243 shares; 2024Q4: 12,959 shares; 2025Q1: 13,803 shares 13,803 $2.13M 1.2% +844 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 333 shares; 2024Q2: 5,983 shares; 2024Q3: 15,621 shares; 2024Q4: 18,181 shares; 2025Q1: 19,055 shares 19,055 $2.07M 1.16% +874 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,904 shares; 2024Q1: 3,353 shares; 2024Q2: 3,383 shares; 2024Q3: 3,349 shares; 2024Q4: 3,416 shares; 2025Q1: 3,940 shares 3,940 $2.02M 1.14% +524 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,556 shares; 2024Q1: 7,652 shares; 2024Q2: 6,403 shares; 2024Q3: 7,809 shares; 2024Q4: 9,669 shares; 2025Q1: 10,451 shares 10,451 $1.99M 1.12% +782 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,960 shares; 2024Q1: 6,751 shares; 2024Q2: 8,789 shares; 2024Q3: 11,506 shares; 2024Q4: 16,937 shares; 2025Q1: 18,284 shares 18,284 $1.91M 1.08% +1,347 Timeline WASH WASHINGTON TR BANCORP INC More: the full row for WASHINGTON TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 55,999 shares; 2024Q1: 54,621 shares; 2024Q2: 54,820 shares; 2024Q3: 54,593 shares; 2024Q4: 55,773 shares; 2025Q1: 61,606 shares 61,606 $1.9M 1.07% +5,833 Timeline BALY BALLYS CORPORATION More: the full row for BALLYS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 151,851 shares; 2025Q1: 151,701 shares 151,701 $1.87M 1.05% -150 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,653 shares; 2025Q1: 33,589 shares 33,589 $1.72M 0.97% +25,936 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,907 shares; 2024Q1: 10,160 shares; 2024Q2: 10,105 shares; 2024Q3: 12,100 shares; 2024Q4: 26,751 shares; 2025Q1: 28,895 shares 28,895 $1.69M 0.95% +2,144 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 49,098 shares; 2024Q1: 53,008 shares; 2024Q2: 55,115 shares; 2024Q3: 62,090 shares; 2024Q4: 60,187 shares; 2025Q1: 57,610 shares 57,610 $1.68M 0.95% -2,577 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,935 shares; 2024Q1: 1,935 shares; 2024Q2: 3,010 shares; 2024Q3: 2,957 shares; 2024Q4: 3,257 shares; 2025Q1: 3,379 shares 3,379 $1.68M 0.95% +122 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28,018 shares; 2024Q1: 30,751 shares; 2024Q2: 35,308 shares; 2024Q3: 35,819 shares; 2024Q4: 98,862 shares; 2025Q1: 62,169 shares 62,169 $1.63M 0.92% -36,693 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,318 shares; 2024Q1: 5,438 shares; 2024Q2: 5,649 shares; 2024Q3: 5,959 shares; 2024Q4: 6,267 shares; 2025Q1: 6,405 shares 6,405 $1.57M 0.88% +138 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,023 shares; 2024Q1: 37,009 shares; 2024Q2: 44,416 shares; 2024Q3: 47,863 shares; 2024Q4: 56,621 shares; 2025Q1: 56,566 shares 56,566 $1.54M 0.87% -55 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,855 shares; 2024Q4: 15,365 shares; 2025Q1: 17,809 shares 17,809 $1.52M 0.85% +2,444 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,448 shares; 2024Q1: 15,527 shares; 2024Q2: 12,533 shares; 2024Q3: 14,331 shares; 2024Q4: 16,218 shares; 2025Q1: 16,932 shares 16,932 $1.49M 0.84% +714 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,782 shares; 2024Q1: 1,759 shares; 2024Q2: 1,672 shares; 2024Q3: 4,847 shares; 2024Q4: 6,425 shares; 2025Q1: 7,295 shares 7,295 $1.46M 0.82% +870 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,017 shares; 2024Q1: 5,915 shares; 2024Q2: 8,461 shares; 2024Q3: 8,338 shares; 2024Q4: 8,862 shares; 2025Q1: 8,936 shares 8,936 $1.4M 0.79% +74 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,345 shares; 2024Q1: 1,355 shares; 2024Q2: 1,904 shares; 2024Q3: 2,451 shares; 2024Q4: 3,183 shares; 2025Q1: 3,658 shares 3,658 $1.28M 0.72% +475 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,821 shares; 2024Q1: 10,382 shares; 2024Q2: 8,599 shares; 2024Q3: 8,216 shares; 2024Q4: 8,451 shares; 2025Q1: 9,393 shares 9,393 $1.24M 0.7% +942 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,508 shares; 2024Q1: 10,602 shares; 2024Q2: 8,419 shares; 2024Q3: 8,473 shares; 2024Q4: 9,435 shares; 2025Q1: 10,223 shares 10,223 $1.22M 0.68% +788 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,650 shares; 2024Q1: 4,553 shares; 2024Q2: 2,349 shares; 2024Q3: 5,428 shares; 2024Q4: 8,028 shares; 2025Q1: 9,315 shares 9,315 $1.2M 0.68% +1,287 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,591 shares; 2025Q1: 11,179 shares 11,179 $1.13M 0.63% +6,588 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 14,918 shares; 2024Q1: 15,161 shares; 2024Q2: 12,753 shares; 2024Q3: 15,427 shares; 2024Q4: 17,007 shares; 2025Q1: 18,086 shares 18,086 $1.12M 0.63% +1,079 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,728 shares; 2024Q1: 23,655 shares; 2024Q2: 24,770 shares; 2024Q3: 23,072 shares; 2024Q4: 23,144 shares; 2025Q1: 20,437 shares 20,437 $1.09M 0.61% -2,707 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,323 shares; 2024Q1: 2,407 shares; 2024Q2: 3,656 shares; 2024Q3: 4,568 shares; 2024Q4: 5,956 shares; 2025Q1: 6,560 shares 6,560 $1.09M 0.61% +604 Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,112 shares; 2024Q1: 7,224 shares; 2024Q2: 7,064 shares; 2024Q3: 13,332 shares; 2024Q4: 13,688 shares; 2025Q1: 15,130 shares 15,130 $1.04M 0.59% +1,442 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,522 shares; 2024Q1: 6,497 shares; 2024Q2: 6,563 shares; 2024Q3: 7,462 shares; 2024Q4: 7,681 shares; 2025Q1: 9,364 shares 9,364 $1.03M 0.58% +1,683 Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 12,808 shares; 2024Q2: 19,447 shares; 2024Q3: 17,134 shares; 2024Q4: 17,384 shares; 2025Q1: 16,765 shares 16,765 $1.01M 0.57% -619 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,661 shares; 2024Q3: 3,115 shares; 2024Q4: 3,199 shares; 2025Q1: 3,242 shares 3,242 $991K 0.56% +43 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,478 shares; 2024Q1: 12,844 shares; 2024Q2: 12,844 shares; 2024Q3: 12,650 shares; 2024Q4: 13,431 shares; 2025Q1: 14,210 shares 14,210 $979K 0.55% +779 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 26,173 shares; 2024Q1: 34,522 shares; 2024Q2: 36,344 shares; 2024Q3: 45,535 shares; 2024Q4: 39,507 shares; 2025Q1: 34,153 shares 34,153 $976K 0.55% -5,354 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,655 shares; 2024Q1: 4,665 shares; 2024Q2: 10,018 shares; 2024Q3: 15,758 shares; 2024Q4: 15,860 shares; 2025Q1: 15,829 shares 15,829 $973K 0.55% -31 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,179 shares; 2024Q1: 11,690 shares; 2024Q2: 11,245 shares; 2024Q3: 10,727 shares; 2024Q4: 8,553 shares; 2025Q1: 10,598 shares 10,598 $972K 0.55% +2,045 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,199 shares; 2024Q1: 7,970 shares; 2024Q2: 9,263 shares; 2024Q3: 8,940 shares; 2024Q4: 8,924 shares; 2025Q1: 8,607 shares 8,607 $957K 0.54% -317 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,468 shares; 2025Q1: 18,726 shares 18,726 $956K 0.54% +3,258 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,269 shares; 2024Q3: 3,603 shares; 2024Q4: 3,738 shares; 2025Q1: 3,911 shares 3,911 $954K 0.54% +173 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 676 shares; 2024Q3: 1,085 shares; 2024Q4: 1,336 shares; 2025Q1: 1,652 shares 1,652 $952K 0.54% +316 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 20,056 shares; 2024Q1: 21,525 shares; 2024Q2: 22,866 shares; 2024Q3: 21,585 shares; 2024Q4: 21,295 shares; 2025Q1: 9,301 shares 9,301 $930K 0.52% -11,994 Timeline PLAYAGS INC PLAYAGS INC More: the full row for PLAYAGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 83,841 shares; 2024Q1: 79,638 shares; 2024Q2: 83,330 shares; 2024Q3: 80,287 shares; 2024Q4: 79,296 shares; 2025Q1: 76,257 shares 76,257 $923K 0.52% -3,039 JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,329 shares; 2024Q1: 20,422 shares; 2024Q2: 22,695 shares; 2024Q3: 22,796 shares; 2024Q4: 23,463 shares; 2025Q1: 16,917 shares 16,917 $876K 0.49% -6,546 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,244 shares; 2024Q1: 1,214 shares; 2024Q2: 1,297 shares; 2024Q3: 1,596 shares; 2024Q4: 2,655 shares; 2025Q1: 2,713 shares 2,713 $845K 0.48% +58 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 11,454 shares; 2024Q1: 10,634 shares; 2024Q2: 12,813 shares; 2024Q3: 12,956 shares; 2024Q4: 13,111 shares; 2025Q1: 12,897 shares 12,897 $785K 0.44% -214 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 863 shares; 2024Q1: 875 shares; 2024Q2: 1,009 shares; 2024Q3: 1,612 shares; 2024Q4: 1,738 shares; 2025Q1: 2,125 shares 2,125 $779K 0.44% +387 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,444 shares; 2024Q1: 16,003 shares; 2024Q2: 16,003 shares; 2024Q3: 15,353 shares; 2024Q4: 15,818 shares; 2025Q1: 16,575 shares 16,575 $764K 0.43% +757 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 21,862 shares; 2024Q1: 21,660 shares; 2024Q2: 17,720 shares; 2024Q3: 15,535 shares; 2024Q4: 15,234 shares; 2025Q1: 15,234 shares 15,234 $759K 0.43% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,569 shares; 2024Q1: 2,534 shares; 2024Q2: 1,807 shares; 2024Q3: 1,443 shares; 2024Q4: 1,450 shares; 2025Q1: 1,379 shares 1,379 $753K 0.42% -71 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,510 shares; 2024Q1: 3,349 shares; 2024Q2: 3,871 shares; 2024Q3: 3,839 shares; 2024Q4: 3,926 shares; 2025Q1: 4,372 shares 4,372 $748K 0.42% +446 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,158 shares 13,158 $732K 0.41% new Timeline JPIE 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,854 shares 15,854 $730K 0.41% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,245 shares; 2024Q1: 12,245 shares; 2024Q2: 11,262 shares; 2024Q3: 8,561 shares; 2024Q4: 25,804 shares; 2025Q1: 25,908 shares 25,908 $724K 0.41% +104 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,848 shares; 2024Q4: 3,608 shares; 2025Q1: 4,289 shares 4,289 $718K 0.4% +681 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 17,757 shares; 2024Q1: 17,190 shares; 2024Q2: 16,916 shares; 2024Q3: 15,975 shares; 2024Q4: 15,688 shares; 2025Q1: 14,359 shares 14,359 $707K 0.4% -1,329 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,000 shares; 2024Q4: 7,733 shares; 2025Q1: 7,685 shares 7,685 $706K 0.4% -48 Timeline UPBD UPBOUND GROUP INC More: the full row for UPBOUND GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 24,129 shares; 2024Q1: 23,384 shares; 2024Q2: 26,867 shares; 2024Q3: 25,627 shares; 2024Q4: 25,879 shares; 2025Q1: 27,837 shares 27,837 $667K 0.38% +1,958 Timeline APAM ARTISAN PARTNERS ASSET MGMT More: the full row for ARTISAN PARTNERS ASSET MGMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 9,533 shares; 2024Q2: 14,478 shares; 2024Q3: 14,775 shares; 2024Q4: 16,542 shares; 2025Q1: 16,843 shares 16,843 $659K 0.37% +301 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,255 shares 24,255 $659K 0.37% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,030 shares; 2024Q3: 3,537 shares; 2024Q4: 4,185 shares; 2025Q1: 4,301 shares 4,301 $645K 0.36% +116 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,919 shares; 2024Q1: 15,049 shares; 2024Q2: 15,847 shares; 2024Q3: 15,180 shares; 2024Q4: 15,019 shares; 2025Q1: 14,484 shares 14,484 $632K 0.36% -535 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 15,684 shares; 2024Q1: 15,222 shares; 2024Q2: 12,480 shares; 2024Q3: 11,497 shares; 2024Q4: 9,941 shares; 2025Q1: 9,179 shares 9,179 $622K 0.35% -762 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,800 shares; 2025Q1: 15,800 shares 15,800 $613K 0.34% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 25,316 shares; 2024Q1: 34,659 shares; 2024Q2: 25,561 shares; 2024Q3: 27,469 shares; 2024Q4: 23,725 shares; 2025Q1: 24,094 shares 24,094 $611K 0.34% +369 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,516 shares; 2024Q1: 12,438 shares; 2024Q2: 12,107 shares; 2024Q3: 8,491 shares; 2024Q4: 7,975 shares; 2025Q1: 5,174 shares 5,174 $608K 0.34% -2,801 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,151 shares; 2024Q4: 1,520 shares; 2025Q1: 2,255 shares 2,255 $605K 0.34% +735 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,915 shares; 2025Q1: 9,915 shares 9,915 $601K 0.34% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,401 shares; 2024Q4: 4,340 shares; 2025Q1: 5,312 shares 5,312 $599K 0.34% +972 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,266 shares 13,266 $559K 0.31% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,500 shares; 2024Q3: 2,712 shares; 2024Q4: 3,123 shares; 2025Q1: 3,362 shares 3,362 $554K 0.31% +239 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,907 shares 27,907 $548K 0.31% new Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 4,040 shares; 2024Q2: 4,706 shares; 2024Q3: 5,787 shares; 2024Q4: 5,717 shares; 2025Q1: 5,073 shares 5,073 $539K 0.3% -644 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 497 shares; 2025Q1: 568 shares 568 $538K 0.3% +71 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,143 shares; 2024Q1: 1,102 shares; 2024Q2: 643 shares; 2024Q3: 336 shares; 2024Q4: 488 shares; 2025Q1: 573 shares 573 $534K 0.3% +85 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,008 shares; 2025Q1: 1,037 shares 1,037 $531K 0.3% +29 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,010 shares; 2024Q3: 8,020 shares; 2024Q4: 10,046 shares; 2025Q1: 12,265 shares 12,265 $525K 0.3% +2,219 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,199 shares; 2024Q1: 7,021 shares; 2024Q2: 7,844 shares; 2024Q3: 7,654 shares; 2024Q4: 6,993 shares; 2025Q1: 6,866 shares 6,866 $525K 0.3% -127 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 883 shares; 2024Q1: 873 shares; 2024Q2: 920 shares; 2024Q3: 1,147 shares; 2024Q4: 917 shares; 2025Q1: 923 shares 923 $516K 0.29% +6 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,616 shares; 2024Q1: 6,602 shares; 2024Q2: 4,078 shares; 2024Q3: 3,380 shares; 2024Q4: 3,445 shares; 2025Q1: 3,495 shares 3,495 $513K 0.29% +50 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,202 shares; 2024Q1: 3,081 shares; 2024Q2: 2,226 shares; 2024Q3: 1,962 shares; 2024Q4: 1,976 shares; 2025Q1: 1,881 shares 1,881 $511K 0.29% -95 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,477 shares; 2024Q1: 7,000 shares; 2024Q2: 7,770 shares; 2024Q3: 7,303 shares; 2024Q4: 6,873 shares; 2025Q1: 5,151 shares 5,151 $508K 0.29% -1,722 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 1,468 shares; 2024Q2: 1,327 shares; 2024Q3: 2,016 shares; 2024Q4: 2,118 shares; 2025Q1: 2,412 shares 2,412 $505K 0.28% +294 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,819 shares; 2024Q1: 6,819 shares; 2024Q2: 6,819 shares; 2024Q3: 6,819 shares; 2024Q4: 6,819 shares; 2025Q1: 6,819 shares 6,819 $501K 0.28% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,777 shares; 2024Q1: 6,511 shares; 2024Q2: 6,759 shares; 2024Q3: 6,661 shares; 2024Q4: 6,701 shares; 2025Q1: 6,466 shares 6,466 $490K 0.28% -235 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 903 shares; 2024Q4: 1,192 shares; 2025Q1: 1,567 shares 1,567 $489K 0.27% +375 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 18,317 shares; 2024Q2: 20,879 shares; 2024Q3: 20,336 shares; 2024Q4: 20,847 shares; 2025Q1: 18,458 shares 18,458 $482K 0.27% -2,389 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,586 shares; 2024Q1: 8,704 shares; 2024Q2: 5,797 shares; 2024Q3: 5,249 shares; 2024Q4: 6,220 shares; 2025Q1: 4,239 shares 4,239 $475K 0.27% -1,981 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,857 shares; 2024Q3: 9,522 shares; 2024Q4: 9,522 shares; 2025Q1: 10,677 shares 10,677 $473K 0.27% +1,155 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,352 shares; 2024Q1: 5,352 shares; 2024Q2: 4,760 shares; 2024Q3: 4,166 shares; 2024Q4: 4,736 shares; 2025Q1: 4,920 shares 4,920 $470K 0.26% +184 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,403 shares; 2024Q1: 6,213 shares; 2024Q2: 7,449 shares; 2024Q3: 7,354 shares; 2024Q4: 6,588 shares; 2025Q1: 6,657 shares 6,657 $469K 0.26% +69 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 581 shares; 2024Q4: 698 shares; 2025Q1: 922 shares 922 $468K 0.26% +224 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,198 shares 5,198 $466K 0.26% new Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,563 shares; 2025Q1: 46,273 shares 46,273 $457K 0.26% +23,710 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,100 shares; 2024Q1: 2,850 shares; 2024Q2: 3,044 shares; 2024Q3: 3,536 shares; 2024Q4: 3,860 shares; 2025Q1: 4,101 shares 4,101 $456K 0.26% +241 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 12,356 shares; 2024Q1: 12,060 shares; 2024Q2: 13,386 shares; 2024Q3: 13,866 shares; 2024Q4: 13,814 shares; 2025Q1: 13,591 shares 13,591 $448K 0.25% -223 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,612 shares; 2024Q1: 9,053 shares; 2024Q2: 9,053 shares; 2024Q3: 10,119 shares; 2024Q4: 10,137 shares; 2025Q1: 10,458 shares 10,458 $447K 0.25% +321 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,633 shares; 2024Q3: 1,923 shares; 2024Q4: 2,003 shares; 2025Q1: 2,214 shares 2,214 $443K 0.25% +211 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,098 shares; 2024Q1: 2,999 shares; 2024Q2: 2,184 shares; 2024Q3: 2,045 shares; 2024Q4: 1,968 shares; 2025Q1: 1,802 shares 1,802 $439K 0.25% -166 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,728 shares; 2024Q3: 4,660 shares; 2024Q4: 4,695 shares; 2025Q1: 4,483 shares 4,483 $439K 0.25% -212 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,932 shares; 2024Q3: 3,735 shares; 2024Q4: 4,220 shares; 2025Q1: 4,755 shares 4,755 $427K 0.24% +535 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,854 shares; 2025Q1: 28,515 shares 28,515 $425K 0.24% -1,339 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,933 shares; 2024Q4: 2,147 shares; 2025Q1: 2,486 shares 2,486 $424K 0.24% +339 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,125 shares 3,125 $423K 0.24% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 259 shares; 2024Q4: 363 shares; 2025Q1: 446 shares 446 $422K 0.24% +83 Timeline OPRA OPERA LTD More: the full row for OPERA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 23,953 shares; 2024Q3: 26,519 shares; 2024Q4: 26,777 shares; 2025Q1: 26,160 shares 26,160 $417K 0.23% -617 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,281 shares; 2024Q1: 1,193 shares; 2024Q2: 1,094 shares; 2024Q3: not reported; 2024Q4: 1,388 shares; 2025Q1: 1,330 shares 1,330 $408K 0.23% -58 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,140 shares; 2024Q4: 1,240 shares; 2025Q1: 1,339 shares 1,339 $404K 0.23% +99 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,579 shares; 2024Q4: 4,704 shares; 2025Q1: 5,664 shares 5,664 $402K 0.23% +960 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,008 shares; 2024Q4: 1,252 shares; 2025Q1: 1,888 shares 1,888 $400K 0.22% +636 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 19,689 shares; 2024Q1: 17,321 shares; 2024Q2: 12,257 shares; 2024Q3: 11,411 shares; 2024Q4: 11,519 shares; 2025Q1: 10,276 shares 10,276 $398K 0.22% -1,243 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,175 shares; 2025Q1: 6,850 shares 6,850 $397K 0.22% -2,325 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,363 shares; 2024Q4: 4,222 shares; 2025Q1: 5,242 shares 5,242 $393K 0.22% +1,020 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,785 shares; 2024Q1: 3,785 shares; 2024Q2: 3,785 shares; 2024Q3: 3,785 shares; 2024Q4: 3,785 shares; 2025Q1: 3,785 shares 3,785 $392K 0.22% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 423 shares; 2024Q3: 540 shares; 2024Q4: 629 shares; 2025Q1: 726 shares 726 $380K 0.21% +97 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,384 shares; 2024Q1: 1,399 shares; 2024Q2: 1,384 shares; 2024Q3: 1,384 shares; 2024Q4: 1,384 shares; 2025Q1: 1,384 shares 1,384 $377K 0.21% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 908 shares; 2024Q4: 1,868 shares; 2025Q1: 2,190 shares 2,190 $374K 0.21% +322 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,896 shares; 2024Q1: 4,926 shares; 2024Q2: 3,884 shares; 2024Q3: 3,524 shares; 2024Q4: 3,609 shares; 2025Q1: 3,570 shares 3,570 $373K 0.21% -39 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,467 shares; 2024Q1: 6,925 shares; 2024Q2: 6,976 shares; 2024Q3: 6,866 shares; 2024Q4: 9,236 shares; 2025Q1: 9,783 shares 9,783 $373K 0.21% +547 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,137 shares; 2024Q1: 4,139 shares; 2024Q2: 4,139 shares; 2024Q3: 4,496 shares; 2024Q4: 4,461 shares; 2025Q1: 4,549 shares 4,549 $372K 0.21% +88 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,952 shares; 2024Q4: 7,488 shares; 2025Q1: 7,985 shares 7,985 $366K 0.21% +497 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 663 shares; 2024Q4: 850 shares; 2025Q1: 1,140 shares 1,140 $356K 0.2% +290 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 8,374 shares; 2024Q1: 8,271 shares; 2024Q2: 8,271 shares; 2024Q3: 8,879 shares; 2024Q4: 8,833 shares; 2025Q1: 8,991 shares 8,991 $351K 0.2% +158 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 956 shares 956 $345K 0.19% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,947 shares; 2024Q1: 5,940 shares; 2024Q2: 5,880 shares; 2024Q3: 5,822 shares; 2024Q4: 5,605 shares; 2025Q1: 5,525 shares 5,525 $343K 0.19% -80 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,758 shares; 2024Q1: 10,740 shares; 2024Q2: 10,788 shares; 2024Q3: 10,788 shares; 2024Q4: 14,560 shares; 2025Q1: 14,560 shares 14,560 $341K 0.19% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,259 shares; 2024Q4: 4,809 shares; 2025Q1: 4,577 shares 4,577 $333K 0.19% -232 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 706 shares; 2025Q1: 706 shares 706 $331K 0.19% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,329 shares 1,329 $330K 0.19% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,103 shares; 2024Q4: 1,430 shares; 2025Q1: 1,768 shares 1,768 $321K 0.18% +338 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 10,514 shares; 2024Q1: 10,514 shares; 2024Q2: 10,450 shares; 2024Q3: 9,278 shares; 2024Q4: 9,814 shares; 2025Q1: 10,279 shares 10,279 $320K 0.18% +465 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48 shares; 2024Q4: 49 shares; 2025Q1: 69 shares 69 $318K 0.18% +20 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 7,415 shares; 2024Q1: 7,177 shares; 2024Q2: 4,525 shares; 2024Q3: 4,245 shares; 2024Q4: 4,791 shares; 2025Q1: 3,210 shares 3,210 $315K 0.18% -1,581 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 6,127 shares; 2024Q1: 4,198 shares; 2024Q2: 2,825 shares; 2024Q3: 2,361 shares; 2024Q4: 2,323 shares; 2025Q1: 2,187 shares 2,187 $312K 0.18% -136 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,066 shares; 2024Q1: 3,066 shares; 2024Q2: 3,066 shares; 2024Q3: 3,066 shares; 2024Q4: 3,066 shares; 2025Q1: 2,866 shares 2,866 $312K 0.18% -200 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,408 shares; 2024Q1: 3,684 shares; 2024Q2: 3,639 shares; 2024Q3: 3,589 shares; 2024Q4: 3,791 shares; 2025Q1: 4,388 shares 4,388 $312K 0.18% +597 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,921 shares; 2025Q1: 2,540 shares 2,540 $309K 0.17% +619 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 759 shares; 2025Q1: 1,029 shares 1,029 $306K 0.17% +270 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,981 shares; 2024Q1: 3,019 shares; 2024Q2: 3,028 shares; 2024Q3: 3,071 shares; 2024Q4: 3,110 shares; 2025Q1: 3,178 shares 3,178 $303K 0.17% +68 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 668 shares; 2024Q1: 663 shares; 2024Q2: 591 shares; 2024Q3: 689 shares; 2024Q4: 897 shares; 2025Q1: 777 shares 777 $298K 0.17% -120 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 608 shares; 2024Q1: 553 shares; 2024Q2: 626 shares; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares 576 $293K 0.16% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,341 shares; 2024Q4: 5,819 shares; 2025Q1: 6,306 shares 6,306 $286K 0.16% +487 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,331 shares; 2024Q1: 1,331 shares; 2024Q2: 1,331 shares; 2024Q3: 1,332 shares; 2024Q4: 1,423 shares; 2025Q1: 1,525 shares 1,525 $286K 0.16% +102 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,017 shares; 2024Q1: not reported; 2024Q2: 2,080 shares; 2024Q3: 1,946 shares; 2024Q4: 2,742 shares; 2025Q1: 3,110 shares 3,110 $280K 0.16% +368 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,125 shares; 2025Q1: 7,034 shares 7,034 $277K 0.16% -91 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 1,640 shares; 2024Q1: 1,570 shares; 2024Q2: 1,488 shares; 2024Q3: 1,305 shares; 2024Q4: 1,441 shares; 2025Q1: 1,537 shares 1,537 $276K 0.16% +96 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 39,171 shares; 2024Q1: 38,252 shares; 2024Q2: 43,808 shares; 2024Q3: 40,722 shares; 2024Q4: 36,088 shares; 2025Q1: 31,630 shares 31,630 $274K 0.15% -4,458 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 710 shares; 2025Q1: 1,045 shares 1,045 $271K 0.15% +335 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 543 shares 543 $269K 0.15% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,863 shares; 2025Q1: 2,023 shares 2,023 $268K 0.15% +160 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,405 shares 6,405 $267K 0.15% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 420 shares; 2024Q3: 420 shares; 2024Q4: 472 shares; 2025Q1: 500 shares 500 $267K 0.15% +28 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 327 shares 327 $267K 0.15% +71 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,110 shares; 2024Q1: 3,110 shares; 2024Q2: 3,175 shares; 2024Q3: 3,176 shares; 2024Q4: 3,176 shares; 2025Q1: 3,176 shares 3,176 $263K 0.15% 0 Timeline CPSY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,204 shares 11,204 $262K 0.15% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,167 shares; 2024Q4: 2,167 shares; 2025Q1: 2,167 shares 2,167 $258K 0.15% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,305 shares; 2025Q1: 1,832 shares 1,832 $256K 0.14% +527 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 4,569 shares; 2024Q1: 4,846 shares; 2024Q2: 4,846 shares; 2024Q3: 4,690 shares; 2024Q4: 4,917 shares; 2025Q1: 5,048 shares 5,048 $252K 0.14% +131 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 720 shares; 2025Q1: 981 shares 981 $249K 0.14% +261 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 454 shares 454 $249K 0.14% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,335 shares; 2024Q1: 2,371 shares; 2024Q2: 2,396 shares; 2024Q3: 2,428 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares 2,458 $247K 0.14% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,642 shares 3,642 $247K 0.14% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,180 shares; 2025Q1: 1,267 shares 1,267 $246K 0.14% +87 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,035 shares 4,035 $246K 0.14% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 5,065 shares; 2024Q1: 5,035 shares; 2024Q2: 5,035 shares; 2024Q3: 5,035 shares; 2024Q4: 10,070 shares; 2025Q1: 10,470 shares 10,470 $245K 0.14% +400 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,068 shares; 2024Q1: 2,068 shares; 2024Q2: 2,068 shares; 2024Q3: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares 2,068 $244K 0.14% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,716 shares; 2025Q1: 2,885 shares 2,885 $242K 0.14% +169 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,574 shares; 2024Q4: 2,574 shares; 2025Q1: 2,574 shares 2,574 $237K 0.13% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: 870 shares; 2024Q2: 870 shares; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 870 shares 870 $236K 0.13% 0 Timeline CPRY CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,410 shares 9,410 $231K 0.13% new 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 993 shares 993 $227K 0.13% new Timeline RGNX REGENXBIO INC More: the full row for REGENXBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 40,118 shares; 2024Q1: 45,588 shares; 2024Q2: 49,764 shares; 2024Q3: 35,125 shares; 2024Q4: 33,525 shares; 2025Q1: 31,675 shares 31,675 $226K 0.13% -1,850 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 274 shares 274 $226K 0.13% new Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 3,791 shares; 2024Q1: 3,791 shares; 2024Q2: 3,791 shares; 2024Q3: 3,791 shares; 2024Q4: 3,791 shares; 2025Q1: 3,791 shares 3,791 $222K 0.13% 0 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; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,584 shares 7,584 $214K 0.12% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,897 shares; 2024Q3: 6,882 shares; 2024Q4: 6,882 shares; 2025Q1: 6,692 shares 6,692 $214K 0.12% -190 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,783 shares; 2025Q1: 2,783 shares 2,783 $213K 0.12% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 311 shares 311 $211K 0.12% new Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 28,459 shares; 2024Q1: 46,243 shares; 2024Q2: 35,044 shares; 2024Q3: 15,868 shares; 2024Q4: 15,723 shares; 2025Q1: 14,447 shares 14,447 $211K 0.12% -1,276 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,890 shares; 2024Q4: not reported; 2025Q1: 5,961 shares 5,961 $208K 0.12% new Timeline GMMA TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,056 shares 10,056 $203K 0.11% +56 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: not loaded; 2023Q3: not loaded; 2023Q4: 2,190 shares; 2024Q1: 2,190 shares; 2024Q2: not reported; 2024Q3: 2,190 shares; 2024Q4: 2,190 shares; 2025Q1: 2,190 shares 2,190 $203K 0.11% 0 Timeline