AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 193,581 shares; 2024Q4: 189,020 shares; 2025Q1: 189,895 shares; 2025Q2: 190,883 shares; 2025Q3: 187,700 shares; 2025Q4: 185,100 shares; 2026Q1: 183,724 shares; 2026Q2: 185,077 shares 185,077 $53.6M 3.3% +1,353 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: 238,251 shares; 2024Q4: 237,103 shares; 2025Q1: 236,730 shares; 2025Q2: 234,147 shares; 2025Q3: 227,520 shares; 2025Q4: 213,627 shares; 2026Q1: 206,033 shares; 2026Q2: 194,389 shares 194,389 $49.7M 3.06% -11,644 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,701 shares; 2024Q4: 106,061 shares; 2025Q1: 103,859 shares; 2025Q2: 102,461 shares; 2025Q3: 101,368 shares; 2025Q4: 99,420 shares; 2026Q1: 96,451 shares; 2026Q2: 93,518 shares 93,518 $44.7M 2.76% -2,933 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: 135,693 shares; 2024Q4: 131,444 shares; 2025Q1: 125,081 shares; 2025Q2: 120,749 shares; 2025Q3: 119,760 shares; 2025Q4: 112,534 shares; 2026Q1: 112,305 shares; 2026Q2: 109,246 shares 109,246 $41.3M 2.55% -3,059 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: 34,754 shares; 2024Q4: 38,311 shares; 2025Q1: 40,937 shares; 2025Q2: 41,393 shares; 2025Q3: 40,291 shares; 2025Q4: 36,765 shares; 2026Q1: 34,092 shares; 2026Q2: 30,262 shares 30,262 $34.9M 2.16% -3,830 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: 35,798 shares; 2024Q4: 39,762 shares; 2025Q1: 40,571 shares; 2025Q2: 41,722 shares; 2025Q3: 41,326 shares; 2025Q4: 41,425 shares; 2026Q1: 43,086 shares; 2026Q2: 43,658 shares 43,658 $32.7M 2.02% +572 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: 416,875 shares; 2024Q4: 874,406 shares; 2025Q1: 914,752 shares; 2025Q2: 957,859 shares; 2025Q3: 997,351 shares; 2025Q4: 1,039,149 shares; 2026Q1: 1,089,722 shares; 2026Q2: 1,107,223 shares 1,107,223 $30.7M 1.89% +17,501 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: 71,261 shares; 2024Q4: 71,662 shares; 2025Q1: 72,280 shares; 2025Q2: 72,458 shares; 2025Q3: 74,321 shares; 2025Q4: 74,449 shares; 2026Q1: 75,815 shares; 2026Q2: 80,602 shares 80,602 $30.1M 1.86% +4,787 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: 80,863 shares; 2025Q1: 80,441 shares; 2025Q2: 80,579 shares; 2025Q3: 80,144 shares; 2025Q4: 75,581 shares; 2026Q1: 71,545 shares; 2026Q2: 67,346 shares 67,346 $29.2M 1.8% -4,199 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: 37,516 shares; 2024Q4: 39,056 shares; 2025Q1: 39,829 shares; 2025Q2: 40,535 shares; 2025Q3: 40,727 shares; 2025Q4: 40,152 shares; 2026Q1: 40,474 shares; 2026Q2: 40,597 shares 40,597 $27.9M 1.72% +123 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: 35,040 shares; 2024Q4: 35,465 shares; 2025Q1: 36,732 shares; 2025Q2: 36,858 shares; 2025Q3: 36,668 shares; 2025Q4: 35,467 shares; 2026Q1: 35,323 shares; 2026Q2: 33,854 shares 33,854 $24.5M 1.51% -1,469 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: 40,209 shares; 2024Q4: 40,294 shares; 2025Q1: 43,832 shares; 2025Q2: 43,976 shares; 2025Q3: 44,456 shares; 2025Q4: 43,606 shares; 2026Q1: 43,872 shares; 2026Q2: 40,423 shares 40,423 $23.5M 1.45% -3,449 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: 63,962 shares; 2024Q4: 62,352 shares; 2025Q1: 60,781 shares; 2025Q2: 61,059 shares; 2025Q3: 60,693 shares; 2025Q4: 60,133 shares; 2026Q1: 59,926 shares; 2026Q2: 59,560 shares 59,560 $20.5M 1.26% -366 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: 7,501 shares; 2024Q4: 7,536 shares; 2025Q1: 7,514 shares; 2025Q2: 7,100 shares; 2025Q3: 7,028 shares; 2025Q4: 6,828 shares; 2026Q1: 6,766 shares; 2026Q2: 65,827 shares 65,827 $19.9M 1.23% +59,061 Timeline SCHE 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: 393,306 shares; 2024Q4: 401,853 shares; 2025Q1: 418,272 shares; 2025Q2: 437,596 shares; 2025Q3: 453,130 shares; 2025Q4: 464,056 shares; 2026Q1: 485,317 shares; 2026Q2: 492,388 shares 492,388 $17.9M 1.1% +7,071 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: 31,103 shares; 2024Q4: 35,697 shares; 2025Q1: 39,661 shares; 2025Q2: 43,703 shares; 2025Q3: 46,751 shares; 2025Q4: 47,075 shares; 2026Q1: 49,004 shares; 2026Q2: 49,957 shares 49,957 $17.9M 1.1% +953 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: 43,805 shares; 2024Q4: 46,203 shares; 2025Q1: 47,153 shares; 2025Q2: 58,406 shares; 2025Q3: 62,736 shares; 2025Q4: 68,204 shares; 2026Q1: 77,189 shares; 2026Q2: 80,898 shares 80,898 $16.2M 1% +3,709 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: 67,115 shares; 2024Q4: 66,675 shares; 2025Q1: 65,884 shares; 2025Q2: 66,950 shares; 2025Q3: 68,920 shares; 2025Q4: 68,238 shares; 2026Q1: 48,477 shares; 2026Q2: 49,193 shares 49,193 $16.1M 0.99% +716 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: 144,378 shares; 2024Q4: 145,117 shares; 2025Q1: 143,738 shares; 2025Q2: 142,730 shares; 2025Q3: 141,209 shares; 2025Q4: 138,207 shares; 2026Q1: 137,278 shares; 2026Q2: 134,305 shares 134,305 $15.8M 0.97% -2,973 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: 40,316 shares; 2024Q4: 40,371 shares; 2025Q1: 39,972 shares; 2025Q2: 40,167 shares; 2025Q3: 40,176 shares; 2025Q4: 39,851 shares; 2026Q1: 39,665 shares; 2026Q2: 39,269 shares 39,269 $15.6M 0.96% -396 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: 12,577 shares; 2024Q4: 12,381 shares; 2025Q1: 12,397 shares; 2025Q2: 12,465 shares; 2025Q3: 12,917 shares; 2025Q4: 12,580 shares; 2026Q1: 12,566 shares; 2026Q2: 12,798 shares 12,798 $15.3M 0.95% +232 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: 77,292 shares; 2024Q4: 78,152 shares; 2025Q1: 77,837 shares; 2025Q2: 102,945 shares; 2025Q3: 103,424 shares; 2025Q4: 104,299 shares; 2026Q1: 104,251 shares; 2026Q2: 104,831 shares 104,831 $14.3M 0.88% +580 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: 45,544 shares; 2024Q4: 47,299 shares; 2025Q1: 49,368 shares; 2025Q2: 51,141 shares; 2025Q3: 53,456 shares; 2025Q4: 55,896 shares; 2026Q1: 57,342 shares; 2026Q2: 58,376 shares 58,376 $14.2M 0.87% +1,034 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 167,697 shares; 2024Q4: 176,777 shares; 2025Q1: 178,453 shares; 2025Q2: 179,925 shares; 2025Q3: 182,173 shares; 2025Q4: 182,284 shares; 2026Q1: 183,041 shares; 2026Q2: 182,186 shares 182,186 $14M 0.87% -855 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,790 shares; 2025Q4: 100,545 shares; 2026Q1: 120,187 shares; 2026Q2: 137,306 shares 137,306 $13.8M 0.85% +17,119 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: 96,395 shares; 2024Q4: 98,179 shares; 2025Q1: 101,160 shares; 2025Q2: 106,928 shares; 2025Q3: 107,918 shares; 2025Q4: 107,975 shares; 2026Q1: 106,821 shares; 2026Q2: 106,535 shares 106,535 $13.8M 0.85% -286 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: 12,984 shares; 2024Q4: 13,410 shares; 2025Q1: 14,177 shares; 2025Q2: 14,119 shares; 2025Q3: 14,089 shares; 2025Q4: 14,059 shares; 2026Q1: 14,093 shares; 2026Q2: 112,742 shares 112,742 $13.5M 0.83% +98,649 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: 33,493 shares; 2024Q4: 33,341 shares; 2025Q1: 32,927 shares; 2025Q2: 33,377 shares; 2025Q3: 33,212 shares; 2025Q4: 33,238 shares; 2026Q1: 35,433 shares; 2026Q2: 37,820 shares 37,820 $13.3M 0.82% +2,387 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: 45,531 shares; 2024Q4: 46,070 shares; 2025Q1: 46,759 shares; 2025Q2: 48,414 shares; 2025Q3: 49,827 shares; 2025Q4: 49,934 shares; 2026Q1: 51,893 shares; 2026Q2: 52,184 shares 52,184 $13.3M 0.82% +291 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 140,746 shares; 2024Q4: 147,540 shares; 2025Q1: 155,945 shares; 2025Q2: 160,407 shares; 2025Q3: 167,682 shares; 2025Q4: 175,087 shares; 2026Q1: 188,265 shares; 2026Q2: 192,881 shares 192,881 $12.8M 0.79% +4,616 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: 34,170 shares; 2024Q4: 35,006 shares; 2025Q1: 34,475 shares; 2025Q2: 35,186 shares; 2025Q3: 35,316 shares; 2025Q4: 35,189 shares; 2026Q1: 35,130 shares; 2026Q2: 35,170 shares 35,170 $12.7M 0.79% +40 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,000 shares; 2024Q4: 83,289 shares; 2025Q1: 97,893 shares; 2025Q2: 101,795 shares; 2025Q3: 110,840 shares; 2025Q4: 183,562 shares; 2026Q1: 215,336 shares; 2026Q2: 237,811 shares 237,811 $12.6M 0.78% +22,475 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: 48,942 shares; 2024Q4: 48,773 shares; 2025Q1: 47,638 shares; 2025Q2: 47,269 shares; 2025Q3: 48,337 shares; 2025Q4: 47,756 shares; 2026Q1: 47,716 shares; 2026Q2: 48,122 shares 48,122 $12.1M 0.75% +406 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,250 shares; 2024Q4: 385,631 shares; 2025Q1: 428,847 shares; 2025Q2: 458,365 shares; 2025Q3: 507,722 shares; 2025Q4: 535,866 shares; 2026Q1: 592,095 shares; 2026Q2: 632,112 shares 632,112 $11.8M 0.73% +40,017 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,961 shares; 2024Q4: 249,760 shares; 2025Q1: 266,785 shares; 2025Q2: 287,456 shares; 2025Q3: 310,342 shares; 2025Q4: 368,396 shares; 2026Q1: 407,876 shares; 2026Q2: 422,626 shares 422,626 $11.7M 0.72% +14,750 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; 2024Q3: 72,020 shares; 2024Q4: 88,245 shares; 2025Q1: 104,153 shares; 2025Q2: 118,328 shares; 2025Q3: 123,785 shares; 2025Q4: 127,427 shares; 2026Q1: 129,915 shares; 2026Q2: 131,558 shares 131,558 $11.6M 0.71% +1,643 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: 49,659 shares; 2024Q4: 53,041 shares; 2025Q1: 58,096 shares; 2025Q2: 65,120 shares; 2025Q3: 67,655 shares; 2025Q4: 67,161 shares; 2026Q1: 69,430 shares; 2026Q2: 69,914 shares 69,914 $10.4M 0.64% +484 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,951 shares; 2024Q4: 16,921 shares; 2025Q1: 16,346 shares; 2025Q2: 16,375 shares; 2025Q3: 15,888 shares; 2025Q4: 14,714 shares; 2026Q1: 10,860 shares; 2026Q2: 10,600 shares 10,600 $10.2M 0.63% -260 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,124 shares; 2024Q4: 43,615 shares; 2025Q1: 43,051 shares; 2025Q2: 42,972 shares; 2025Q3: 42,833 shares; 2025Q4: 42,766 shares; 2026Q1: 42,379 shares; 2026Q2: 42,690 shares 42,690 $10.2M 0.63% +311 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,637 shares; 2024Q4: 100,098 shares; 2025Q1: 101,498 shares; 2025Q2: 103,863 shares; 2025Q3: 105,912 shares; 2025Q4: 107,008 shares; 2026Q1: 107,405 shares; 2026Q2: 106,628 shares 106,628 $10.1M 0.62% -777 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,396 shares; 2024Q4: 62,859 shares; 2025Q1: 61,984 shares; 2025Q2: 61,819 shares; 2025Q3: 61,339 shares; 2025Q4: 60,567 shares; 2026Q1: 60,471 shares; 2026Q2: 60,301 shares 60,301 $9.91M 0.61% -170 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: 10,053 shares; 2024Q4: 9,849 shares; 2025Q1: 10,257 shares; 2025Q2: 10,290 shares; 2025Q3: 9,902 shares; 2025Q4: 9,717 shares; 2026Q1: 9,176 shares; 2026Q2: 8,941 shares 8,941 $9.52M 0.59% -235 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: 91,306 shares; 2024Q4: 92,657 shares; 2025Q1: 94,807 shares; 2025Q2: 98,350 shares; 2025Q3: 100,830 shares; 2025Q4: 101,456 shares; 2026Q1: 104,002 shares; 2026Q2: 108,309 shares 108,309 $9.51M 0.59% +4,307 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: 26,329 shares; 2024Q4: 26,339 shares; 2025Q1: 26,794 shares; 2025Q2: 27,103 shares; 2025Q3: 27,203 shares; 2025Q4: 27,093 shares; 2026Q1: 31,631 shares; 2026Q2: 31,487 shares 31,487 $9.39M 0.58% -144 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: 22,990 shares; 2024Q4: 23,180 shares; 2025Q1: 23,002 shares; 2025Q2: 22,878 shares; 2025Q3: 26,105 shares; 2025Q4: 25,819 shares; 2026Q1: 25,698 shares; 2026Q2: 26,411 shares 26,411 $9.33M 0.58% +713 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: 9,928 shares; 2024Q4: 10,063 shares; 2025Q1: 9,981 shares; 2025Q2: 9,859 shares; 2025Q3: 9,677 shares; 2025Q4: 9,935 shares; 2026Q1: 11,908 shares; 2026Q2: 12,436 shares 12,436 $9.31M 0.57% +528 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,630 shares; 2024Q4: 33,058 shares; 2025Q1: 39,778 shares; 2025Q2: 58,292 shares; 2025Q3: 69,262 shares; 2025Q4: 85,199 shares; 2026Q1: 104,392 shares; 2026Q2: 119,009 shares 119,009 $9.13M 0.56% +14,617 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: 96,166 shares; 2024Q4: 100,346 shares; 2025Q1: 104,492 shares; 2025Q2: 113,263 shares; 2025Q3: 120,709 shares; 2025Q4: 124,352 shares; 2026Q1: 126,719 shares; 2026Q2: 126,593 shares 126,593 $9.02M 0.56% -126 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: 22,079 shares; 2024Q4: 21,819 shares; 2025Q1: 21,463 shares; 2025Q2: 23,255 shares; 2025Q3: 22,868 shares; 2025Q4: 22,459 shares; 2026Q1: 25,589 shares; 2026Q2: 25,742 shares 25,742 $8.71M 0.54% +153 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,363 shares; 2024Q4: 80,030 shares; 2025Q1: 79,747 shares; 2025Q2: 78,785 shares; 2025Q3: 77,487 shares; 2025Q4: 76,242 shares; 2026Q1: 75,149 shares; 2026Q2: 74,061 shares 74,061 $8.56M 0.53% -1,088 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: 7,983 shares; 2025Q1: 7,962 shares; 2025Q2: 8,184 shares; 2025Q3: 8,216 shares; 2025Q4: 8,270 shares; 2026Q1: 8,737 shares; 2026Q2: 8,896 shares 8,896 $8.55M 0.53% +159 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: 30,159 shares; 2024Q4: 30,722 shares; 2025Q1: 30,736 shares; 2025Q2: 31,597 shares; 2025Q3: 34,702 shares; 2025Q4: 34,689 shares; 2026Q1: 34,588 shares; 2026Q2: 35,512 shares 35,512 $8.46M 0.52% +924 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,867 shares; 2025Q3: 4,334 shares; 2025Q4: 4,304 shares; 2026Q1: 4,219 shares; 2026Q2: 4,235 shares 4,235 $8.43M 0.52% +16 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: 43,950 shares; 2024Q4: 43,867 shares; 2025Q1: 44,883 shares; 2025Q2: 46,072 shares; 2025Q3: 47,347 shares; 2025Q4: 47,606 shares; 2026Q1: 55,033 shares; 2026Q2: 56,075 shares 56,075 $8.22M 0.51% +1,042 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: 7,526 shares; 2024Q4: 8,037 shares; 2025Q1: 10,159 shares; 2025Q2: 11,491 shares; 2025Q3: 12,127 shares; 2025Q4: 13,037 shares; 2026Q1: 13,948 shares; 2026Q2: 14,411 shares 14,411 $8.12M 0.5% +463 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: 41,719 shares; 2024Q4: 49,129 shares; 2025Q1: 50,189 shares; 2025Q2: 51,637 shares; 2025Q3: 55,967 shares; 2025Q4: 65,472 shares; 2026Q1: 70,716 shares; 2026Q2: 75,271 shares 75,271 $8.1M 0.5% +4,555 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: 52,250 shares; 2024Q4: 51,743 shares; 2025Q1: 54,618 shares; 2025Q2: 53,998 shares; 2025Q3: 52,591 shares; 2025Q4: 52,271 shares; 2026Q1: 54,298 shares; 2026Q2: 55,067 shares 55,067 $8.07M 0.5% +769 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,814 shares; 2024Q4: 39,421 shares; 2025Q1: 39,803 shares; 2025Q2: 41,063 shares; 2025Q3: 41,186 shares; 2025Q4: 42,729 shares; 2026Q1: 44,113 shares; 2026Q2: 44,366 shares 44,366 $7.97M 0.49% +253 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: 43,098 shares; 2024Q4: 42,423 shares; 2025Q1: 42,085 shares; 2025Q2: 44,000 shares; 2025Q3: 43,820 shares; 2025Q4: 45,540 shares; 2026Q1: 61,059 shares; 2026Q2: 64,831 shares 64,831 $7.63M 0.47% +3,772 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: 70,181 shares; 2024Q4: 71,789 shares; 2025Q1: 71,642 shares; 2025Q2: 70,688 shares; 2025Q3: 70,956 shares; 2025Q4: 70,298 shares; 2026Q1: 75,541 shares; 2026Q2: 81,562 shares 81,562 $7.53M 0.46% +6,021 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: 48,094 shares; 2024Q4: 47,524 shares; 2025Q1: 48,005 shares; 2025Q2: 50,442 shares; 2025Q3: 51,267 shares; 2025Q4: 51,004 shares; 2026Q1: 65,509 shares; 2026Q2: 66,287 shares 66,287 $7.51M 0.46% +778 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: 58,280 shares; 2024Q4: 57,965 shares; 2025Q1: 57,300 shares; 2025Q2: 60,683 shares; 2025Q3: 61,920 shares; 2025Q4: 68,818 shares; 2026Q1: 73,578 shares; 2026Q2: 75,915 shares 75,915 $7.46M 0.46% +2,337 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: 73,816 shares; 2024Q4: 73,869 shares; 2025Q1: 73,972 shares; 2025Q2: 75,092 shares; 2025Q3: 74,639 shares; 2025Q4: 75,016 shares; 2026Q1: 76,727 shares; 2026Q2: 77,465 shares 77,465 $7.41M 0.46% +738 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,742 shares; 2024Q4: 91,098 shares; 2025Q1: 90,869 shares; 2025Q2: 88,544 shares; 2025Q3: 88,174 shares; 2025Q4: 89,382 shares; 2026Q1: 88,682 shares; 2026Q2: 87,403 shares 87,403 $7.4M 0.46% -1,279 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: 13,240 shares; 2024Q4: 13,219 shares; 2025Q1: 13,703 shares; 2025Q2: 13,999 shares; 2025Q3: 14,515 shares; 2025Q4: 14,512 shares; 2026Q1: 14,206 shares; 2026Q2: 14,502 shares 14,502 $7.39M 0.46% +296 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: 42,315 shares; 2024Q4: 42,057 shares; 2025Q1: 41,532 shares; 2025Q2: 41,324 shares; 2025Q3: 41,056 shares; 2025Q4: 40,362 shares; 2026Q1: 39,140 shares; 2026Q2: 38,909 shares 38,909 $7.38M 0.46% -231 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,744 shares; 2024Q4: 33,549 shares; 2025Q1: 36,785 shares; 2025Q2: 37,310 shares; 2025Q3: 37,210 shares; 2025Q4: 36,720 shares; 2026Q1: 37,940 shares; 2026Q2: 37,690 shares 37,690 $7.34M 0.45% -250 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,478 shares; 2024Q4: 16,258 shares; 2025Q1: 15,883 shares; 2025Q2: 15,873 shares; 2025Q3: 15,977 shares; 2025Q4: 17,349 shares; 2026Q1: 17,374 shares; 2026Q2: 17,369 shares 17,369 $7.24M 0.45% -5 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,525 shares; 2024Q4: 53,283 shares; 2025Q1: 54,504 shares; 2025Q2: 55,099 shares; 2025Q3: 55,239 shares; 2025Q4: 54,522 shares; 2026Q1: 55,868 shares; 2026Q2: 69,122 shares 69,122 $7.12M 0.44% +13,254 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: 37,458 shares; 2024Q4: 41,631 shares; 2025Q1: 60,970 shares; 2025Q2: 62,703 shares; 2025Q3: 66,242 shares; 2025Q4: 69,479 shares; 2026Q1: 71,640 shares; 2026Q2: 70,311 shares 70,311 $6.96M 0.43% -1,329 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,373 shares; 2024Q4: 18,943 shares; 2025Q1: 18,593 shares; 2025Q2: 18,593 shares; 2025Q3: 18,582 shares; 2025Q4: 18,482 shares; 2026Q1: 18,400 shares; 2026Q2: 18,385 shares 18,385 $6.8M 0.42% -15 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: 35,936 shares; 2024Q4: 36,768 shares; 2025Q1: 37,633 shares; 2025Q2: 37,747 shares; 2025Q3: 37,624 shares; 2025Q4: 36,833 shares; 2026Q1: 35,324 shares; 2026Q2: 35,704 shares 35,704 $6.6M 0.41% +380 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,796 shares; 2024Q4: 33,093 shares; 2025Q1: 32,273 shares; 2025Q2: 31,266 shares; 2025Q3: 31,268 shares; 2025Q4: 30,956 shares; 2026Q1: 36,552 shares; 2026Q2: 41,447 shares 41,447 $6.39M 0.39% +4,895 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,069 shares; 2024Q4: 79,495 shares; 2025Q1: 90,360 shares; 2025Q2: 74,710 shares; 2025Q3: 73,200 shares; 2025Q4: 70,218 shares; 2026Q1: 69,798 shares; 2026Q2: 69,608 shares 69,608 $6.35M 0.39% -190 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,232 shares; 2024Q4: 93,459 shares; 2025Q1: 93,995 shares; 2025Q2: 94,131 shares; 2025Q3: 95,780 shares; 2025Q4: 97,985 shares; 2026Q1: 102,479 shares; 2026Q2: 103,619 shares 103,619 $6.19M 0.38% +1,140 Timeline SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,085 shares; 2024Q4: 20,725 shares; 2025Q1: 22,060 shares; 2025Q2: 17,680 shares; 2025Q3: 17,940 shares; 2025Q4: 17,445 shares; 2026Q1: 17,199 shares; 2026Q2: 16,765 shares 16,765 $5.59M 0.34% -434 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,277 shares; 2024Q4: 12,262 shares; 2025Q1: 12,095 shares; 2025Q2: 12,678 shares; 2025Q3: 12,861 shares; 2025Q4: 14,591 shares; 2026Q1: 17,146 shares; 2026Q2: 17,951 shares 17,951 $5.26M 0.32% +805 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: 32,583 shares; 2024Q4: 32,863 shares; 2025Q1: 34,676 shares; 2025Q2: 37,001 shares; 2025Q3: 36,536 shares; 2025Q4: 36,526 shares; 2026Q1: 36,719 shares; 2026Q2: 36,760 shares 36,760 $5.26M 0.32% +41 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: 14,040 shares; 2024Q4: 14,468 shares; 2025Q1: 15,325 shares; 2025Q2: 16,830 shares; 2025Q3: 12,840 shares; 2025Q4: 12,523 shares; 2026Q1: 12,102 shares; 2026Q2: 12,559 shares 12,559 $5.22M 0.32% +457 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,976 shares; 2024Q4: 23,326 shares; 2025Q1: 28,366 shares; 2025Q2: 36,116 shares; 2025Q3: 44,926 shares; 2025Q4: 62,306 shares; 2026Q1: 72,141 shares; 2026Q2: 98,639 shares 98,639 $5.17M 0.32% +26,498 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: 80,474 shares; 2024Q4: 80,509 shares; 2025Q1: 80,843 shares; 2025Q2: 79,513 shares; 2025Q3: 81,643 shares; 2025Q4: 85,530 shares; 2026Q1: 86,761 shares; 2026Q2: 89,358 shares 89,358 $5.15M 0.32% +2,597 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: 29,470 shares; 2024Q4: 28,195 shares; 2025Q1: 28,781 shares; 2025Q2: 29,767 shares; 2025Q3: 30,916 shares; 2025Q4: 31,191 shares; 2026Q1: 31,063 shares; 2026Q2: 30,987 shares 30,987 $5.14M 0.32% -76 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: 18,381 shares; 2024Q4: 18,437 shares; 2025Q1: 18,324 shares; 2025Q2: 18,456 shares; 2025Q3: 18,437 shares; 2025Q4: 18,416 shares; 2026Q1: 18,245 shares; 2026Q2: 18,256 shares 18,256 $4.93M 0.3% +11 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: 68,369 shares; 2024Q4: 65,147 shares; 2025Q1: 63,369 shares; 2025Q2: 58,327 shares; 2025Q3: 58,734 shares; 2025Q4: 57,662 shares; 2026Q1: 59,580 shares; 2026Q2: 62,506 shares 62,506 $4.93M 0.3% +2,926 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,624 shares; 2024Q4: 29,004 shares; 2025Q1: 35,673 shares; 2025Q2: 40,503 shares; 2025Q3: 42,571 shares; 2025Q4: 45,814 shares; 2026Q1: 47,412 shares; 2026Q2: 47,927 shares 47,927 $4.9M 0.3% +515 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: 16,420 shares; 2024Q4: 16,576 shares; 2025Q1: 16,937 shares; 2025Q2: 17,092 shares; 2025Q3: 17,432 shares; 2025Q4: 17,278 shares; 2026Q1: 17,193 shares; 2026Q2: 17,322 shares 17,322 $4.87M 0.3% +129 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: 13,352 shares; 2024Q4: 14,302 shares; 2025Q1: 14,492 shares; 2025Q2: 14,646 shares; 2025Q3: 14,900 shares; 2025Q4: 19,300 shares; 2026Q1: 20,054 shares; 2026Q2: 21,765 shares 21,765 $4.85M 0.3% +1,711 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: 96,146 shares; 2024Q4: 99,177 shares; 2025Q1: 100,379 shares; 2025Q2: 102,463 shares; 2025Q3: 102,652 shares; 2025Q4: 101,194 shares; 2026Q1: 101,181 shares; 2026Q2: 100,078 shares 100,078 $4.76M 0.29% -1,103 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,082 shares; 2026Q2: 24,721 shares 24,721 $4.69M 0.29% -361 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,691 shares; 2024Q4: 5,747 shares; 2025Q1: 5,701 shares; 2025Q2: 5,861 shares; 2025Q3: 5,989 shares; 2025Q4: 5,958 shares; 2026Q1: 9,330 shares; 2026Q2: 9,296 shares 9,296 $4.65M 0.29% -34 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: 9,347 shares; 2024Q4: 9,337 shares; 2025Q1: 9,195 shares; 2025Q2: 9,374 shares; 2025Q3: 9,361 shares; 2025Q4: 9,043 shares; 2026Q1: 8,888 shares; 2026Q2: 8,936 shares 8,936 $4.64M 0.29% +48 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,140 shares; 2024Q4: 160,684 shares; 2025Q1: 158,703 shares; 2025Q2: 158,652 shares; 2025Q3: 160,901 shares; 2025Q4: 160,735 shares; 2026Q1: 161,091 shares; 2026Q2: 159,753 shares 159,753 $4.63M 0.29% -1,338 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; 2024Q3: 56,319 shares; 2024Q4: 160,437 shares; 2025Q1: 145,928 shares; 2025Q2: 148,779 shares; 2025Q3: 150,744 shares; 2025Q4: 157,931 shares; 2026Q1: 150,791 shares; 2026Q2: 153,753 shares 153,753 $4.52M 0.28% +2,962 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: 46,571 shares; 2024Q4: 47,798 shares; 2025Q1: 49,892 shares; 2025Q2: 47,168 shares; 2025Q3: 42,107 shares; 2025Q4: 38,304 shares; 2026Q1: 37,768 shares; 2026Q2: 41,797 shares 41,797 $4.49M 0.28% +4,029 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,589 shares; 2025Q1: 3,904 shares; 2025Q2: 5,421 shares; 2025Q3: 5,597 shares; 2025Q4: 5,713 shares; 2026Q1: 5,746 shares; 2026Q2: 5,982 shares 5,982 $4.41M 0.27% +236 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: 58,729 shares; 2024Q4: 57,194 shares; 2025Q1: 56,151 shares; 2025Q2: 52,965 shares; 2025Q3: 52,512 shares; 2025Q4: 47,826 shares; 2026Q1: 45,314 shares; 2026Q2: 43,150 shares 43,150 $4.41M 0.27% -2,164 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: 26,747 shares; 2024Q4: 27,051 shares; 2025Q1: 26,174 shares; 2025Q2: 27,479 shares; 2025Q3: 29,809 shares; 2025Q4: 30,235 shares; 2026Q1: 51,013 shares; 2026Q2: 51,775 shares 51,775 $4.23M 0.26% +762 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,059 shares; 2024Q4: 28,009 shares; 2025Q1: 27,234 shares; 2025Q2: 26,835 shares; 2025Q3: 26,300 shares; 2025Q4: 26,130 shares; 2026Q1: 26,187 shares; 2026Q2: 26,087 shares 26,087 $4.09M 0.25% -100 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: 24,821 shares; 2024Q4: 24,931 shares; 2025Q1: 25,678 shares; 2025Q2: 26,270 shares; 2025Q3: 26,943 shares; 2025Q4: 26,403 shares; 2026Q1: 28,317 shares; 2026Q2: 30,186 shares 30,186 $4.09M 0.25% +1,869 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,687 shares; 2024Q4: 39,638 shares; 2025Q1: 39,439 shares; 2025Q2: 38,906 shares; 2025Q3: 39,462 shares; 2025Q4: 40,458 shares; 2026Q1: 39,899 shares; 2026Q2: 39,900 shares 39,900 $4.09M 0.25% +1 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 362,380 shares; 2024Q4: 361,436 shares; 2025Q1: 369,566 shares; 2025Q2: 394,127 shares; 2025Q3: 420,164 shares; 2025Q4: 427,707 shares; 2026Q1: 434,119 shares; 2026Q2: 386,864 shares 386,864 $4.06M 0.25% -47,255 Timeline VWOB 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: 7,405 shares; 2024Q4: 7,210 shares; 2025Q1: 6,910 shares; 2025Q2: 6,020 shares; 2025Q3: 16,618 shares; 2025Q4: 25,875 shares; 2026Q1: 48,329 shares; 2026Q2: 58,264 shares 58,264 $3.92M 0.24% +9,935 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,472 shares; 2024Q4: 14,059 shares; 2025Q1: 15,559 shares; 2025Q2: 17,319 shares; 2025Q3: 17,189 shares; 2025Q4: 16,904 shares; 2026Q1: 18,129 shares; 2026Q2: 19,349 shares 19,349 $3.9M 0.24% +1,220 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,875 shares; 2024Q4: 15,446 shares; 2025Q1: 18,645 shares; 2025Q2: 21,098 shares; 2025Q3: 27,851 shares; 2025Q4: 32,713 shares; 2026Q1: 36,524 shares; 2026Q2: 40,867 shares 40,867 $3.86M 0.24% +4,343 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: 69,986 shares; 2024Q4: 64,044 shares; 2025Q1: 65,723 shares; 2025Q2: 65,330 shares; 2025Q3: 66,127 shares; 2025Q4: 63,521 shares; 2026Q1: 62,997 shares; 2026Q2: 62,600 shares 62,600 $3.81M 0.24% -397 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,446 shares; 2024Q4: 25,692 shares; 2025Q1: 25,520 shares; 2025Q2: 28,789 shares; 2025Q3: 29,897 shares; 2025Q4: 28,532 shares; 2026Q1: 28,393 shares; 2026Q2: 28,462 shares 28,462 $3.72M 0.23% +69 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,420 shares; 2024Q4: 27,587 shares; 2025Q1: 27,727 shares; 2025Q2: 29,362 shares; 2025Q3: 32,744 shares; 2025Q4: 36,408 shares; 2026Q1: 36,000 shares; 2026Q2: 28,989 shares 28,989 $3.61M 0.22% -7,011 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: 7,851 shares; 2024Q4: 7,817 shares; 2025Q1: 7,788 shares; 2025Q2: 8,336 shares; 2025Q3: 9,381 shares; 2025Q4: 10,416 shares; 2026Q1: 10,558 shares; 2026Q2: 10,528 shares 10,528 $3.6M 0.22% -30 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,913 shares; 2024Q4: 17,920 shares; 2025Q1: 91,601 shares; 2025Q2: 92,365 shares; 2025Q3: 93,265 shares; 2025Q4: 93,262 shares; 2026Q1: 93,267 shares; 2026Q2: 93,617 shares 93,617 $3.56M 0.22% +350 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,003 shares; 2024Q4: 37,993 shares; 2025Q1: 35,578 shares; 2025Q2: 37,695 shares; 2025Q3: 37,383 shares; 2025Q4: 37,518 shares; 2026Q1: 37,378 shares; 2026Q2: 36,919 shares 36,919 $3.52M 0.22% -459 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; 2024Q3: 41,266 shares; 2024Q4: 42,762 shares; 2025Q1: 45,154 shares; 2025Q2: 48,524 shares; 2025Q3: 49,359 shares; 2025Q4: 50,244 shares; 2026Q1: 51,518 shares; 2026Q2: 51,605 shares 51,605 $3.49M 0.22% +87 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,695 shares; 2024Q4: 23,520 shares; 2025Q1: 26,095 shares; 2025Q2: 27,860 shares; 2025Q3: 29,740 shares; 2025Q4: 30,150 shares; 2026Q1: 33,720 shares; 2026Q2: 32,183 shares 32,183 $3.43M 0.21% -1,537 Timeline GII 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: 38,090 shares; 2024Q4: 38,615 shares; 2025Q1: 39,465 shares; 2025Q2: 40,890 shares; 2025Q3: 42,890 shares; 2025Q4: 43,640 shares; 2026Q1: 43,795 shares; 2026Q2: 44,640 shares 44,640 $3.38M 0.21% +845 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: 25,601 shares; 2024Q4: 25,466 shares; 2025Q1: 24,761 shares; 2025Q2: 24,685 shares; 2025Q3: 24,858 shares; 2025Q4: 25,022 shares; 2026Q1: 25,873 shares; 2026Q2: 25,417 shares 25,417 $3.22M 0.2% -456 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: 6,448 shares; 2024Q4: 6,413 shares; 2025Q1: 6,182 shares; 2025Q2: 6,725 shares; 2025Q3: 8,143 shares; 2025Q4: 8,154 shares; 2026Q1: 8,433 shares; 2026Q2: 9,313 shares 9,313 $3.2M 0.2% +880 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,778 shares; 2024Q4: 18,464 shares; 2025Q1: 18,264 shares; 2025Q2: 19,159 shares; 2025Q3: 19,253 shares; 2025Q4: 18,971 shares; 2026Q1: 25,225 shares; 2026Q2: 26,322 shares 26,322 $3.13M 0.19% +1,097 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: 14,230 shares; 2024Q4: 15,820 shares; 2025Q1: 17,900 shares; 2025Q2: 20,910 shares; 2025Q3: 21,005 shares; 2025Q4: 20,965 shares; 2026Q1: 23,055 shares; 2026Q2: 23,410 shares 23,410 $3.12M 0.19% +355 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,872 shares; 2024Q4: 36,075 shares; 2025Q1: 35,527 shares; 2025Q2: 34,759 shares; 2025Q3: 33,142 shares; 2025Q4: 33,097 shares; 2026Q1: 33,100 shares; 2026Q2: 34,597 shares 34,597 $3.09M 0.19% +1,497 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: 28,015 shares; 2024Q4: 28,650 shares; 2025Q1: 29,070 shares; 2025Q2: 28,284 shares; 2025Q3: 29,735 shares; 2025Q4: 30,724 shares; 2026Q1: 33,037 shares; 2026Q2: 34,018 shares 34,018 $3.09M 0.19% +981 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,369 shares; 2024Q4: 40,191 shares; 2025Q1: 38,783 shares; 2025Q2: 39,092 shares; 2025Q3: 39,808 shares; 2025Q4: 38,923 shares; 2026Q1: 41,117 shares; 2026Q2: 41,647 shares 41,647 $3.07M 0.19% +530 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,606 shares; 2024Q4: 45,733 shares; 2025Q1: 45,649 shares; 2025Q2: 50,227 shares; 2025Q3: 54,274 shares; 2025Q4: 62,716 shares; 2026Q1: 67,178 shares; 2026Q2: 74,856 shares 74,856 $3.06M 0.19% +7,678 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,050 shares; 2024Q4: 18,215 shares; 2025Q1: 17,965 shares; 2025Q2: 17,845 shares; 2025Q3: 17,700 shares; 2025Q4: 17,780 shares; 2026Q1: 17,360 shares; 2026Q2: 17,310 shares 17,310 $3.06M 0.19% -50 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,645 shares; 2024Q4: 4,677 shares; 2025Q1: 4,407 shares; 2025Q2: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 4,277 shares; 2026Q1: 4,327 shares; 2026Q2: 4,312 shares 4,312 $3.04M 0.19% -15 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; 2024Q3: 36,956 shares; 2024Q4: 38,203 shares; 2025Q1: 39,593 shares; 2025Q2: 42,513 shares; 2025Q3: 44,696 shares; 2025Q4: 52,678 shares; 2026Q1: 52,565 shares; 2026Q2: 52,560 shares 52,560 $3.03M 0.19% -5 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: 4,786 shares; 2024Q4: 4,786 shares; 2025Q1: 4,766 shares; 2025Q2: 4,827 shares; 2025Q3: 4,737 shares; 2025Q4: 4,735 shares; 2026Q1: 4,714 shares; 2026Q2: 4,755 shares 4,755 $3.02M 0.19% +41 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: 9,655 shares; 2024Q4: 9,808 shares; 2025Q1: 9,768 shares; 2025Q2: 9,884 shares; 2025Q3: 9,970 shares; 2025Q4: 9,963 shares; 2026Q1: 10,548 shares; 2026Q2: 10,964 shares 10,964 $2.98M 0.18% +416 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: 26,416 shares; 2024Q4: 26,153 shares; 2025Q1: 26,380 shares; 2025Q2: 27,835 shares; 2025Q3: 27,232 shares; 2025Q4: 26,684 shares; 2026Q1: 26,485 shares; 2026Q2: 26,367 shares 26,367 $2.91M 0.18% -118 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 55,134 shares; 2024Q4: 54,523 shares; 2025Q1: 55,985 shares; 2025Q2: 58,268 shares; 2025Q3: 58,694 shares; 2025Q4: 50,385 shares; 2026Q1: 51,116 shares; 2026Q2: 51,279 shares 51,279 $2.89M 0.18% +163 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: 9,271 shares; 2024Q4: 9,276 shares; 2025Q1: 9,086 shares; 2025Q2: 9,036 shares; 2025Q3: 9,031 shares; 2025Q4: 9,028 shares; 2026Q1: 9,054 shares; 2026Q2: 9,004 shares 9,004 $2.83M 0.17% -50 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,949 shares; 2024Q4: 9,239 shares; 2025Q1: 9,374 shares; 2025Q2: 9,574 shares; 2025Q3: 9,649 shares; 2025Q4: 11,384 shares; 2026Q1: 10,030 shares; 2026Q2: 10,405 shares 10,405 $2.77M 0.17% +375 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,976 shares; 2024Q4: 20,876 shares; 2025Q1: 21,436 shares; 2025Q2: 22,646 shares; 2025Q3: 22,935 shares; 2025Q4: 24,208 shares; 2026Q1: 26,028 shares; 2026Q2: 28,364 shares 28,364 $2.75M 0.17% +2,336 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,496 shares; 2024Q4: 48,359 shares; 2025Q1: 46,035 shares; 2025Q2: 47,754 shares; 2025Q3: 49,058 shares; 2025Q4: 29,137 shares; 2026Q1: 33,762 shares; 2026Q2: 35,289 shares 35,289 $2.75M 0.17% +1,527 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: 2,250 shares; 2024Q4: 2,265 shares; 2025Q1: 2,240 shares; 2025Q2: 2,553 shares; 2025Q3: 2,690 shares; 2025Q4: 2,704 shares; 2026Q1: 2,707 shares; 2026Q2: 2,808 shares 2,808 $2.75M 0.17% +101 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: 23,716 shares; 2024Q4: 23,711 shares; 2025Q1: 23,266 shares; 2025Q2: 23,949 shares; 2025Q3: 24,076 shares; 2025Q4: 23,822 shares; 2026Q1: 24,727 shares; 2026Q2: 25,599 shares 25,599 $2.74M 0.17% +872 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: 130,051 shares; 2024Q4: 116,714 shares; 2025Q1: 122,674 shares; 2025Q2: 112,715 shares; 2025Q3: 110,765 shares; 2025Q4: 102,174 shares; 2026Q1: 108,461 shares; 2026Q2: 113,546 shares 113,546 $2.73M 0.17% +5,085 Timeline EMDM 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: 42,241 shares; 2024Q4: 45,591 shares; 2025Q1: 46,591 shares; 2025Q2: 49,391 shares; 2025Q3: 54,891 shares; 2025Q4: 56,601 shares; 2026Q1: 58,276 shares; 2026Q2: 63,011 shares 63,011 $2.72M 0.17% +4,735 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: 2,508 shares; 2024Q4: 2,498 shares; 2025Q1: 2,496 shares; 2025Q2: 2,566 shares; 2025Q3: 2,651 shares; 2025Q4: 2,657 shares; 2026Q1: 2,796 shares; 2026Q2: 2,903 shares 2,903 $2.72M 0.17% +107 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,048 shares; 2024Q4: 7,882 shares; 2025Q1: 9,663 shares; 2025Q2: 9,772 shares; 2025Q3: 9,754 shares; 2025Q4: 9,702 shares; 2026Q1: 9,610 shares; 2026Q2: 9,638 shares 9,638 $2.7M 0.17% +28 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: 25,905 shares; 2024Q4: 26,055 shares; 2025Q1: 26,055 shares; 2025Q2: 26,155 shares; 2025Q3: 25,955 shares; 2025Q4: 25,820 shares; 2026Q1: 25,820 shares; 2026Q2: 25,820 shares 25,820 $2.68M 0.17% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,575 shares; 2024Q4: 64,175 shares; 2025Q1: 65,225 shares; 2025Q2: 67,365 shares; 2025Q3: 71,790 shares; 2025Q4: 70,840 shares; 2026Q1: 70,366 shares; 2026Q2: 71,116 shares 71,116 $2.67M 0.16% +750 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,111 shares; 2026Q1: 45,057 shares; 2026Q2: 44,306 shares 44,306 $2.66M 0.16% -751 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: 2,705 shares; 2026Q1: 5,986 shares; 2026Q2: 6,058 shares 6,058 $2.61M 0.16% +72 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,093 shares; 2024Q4: 37,758 shares; 2025Q1: 38,558 shares; 2025Q2: 38,808 shares; 2025Q3: 42,083 shares; 2025Q4: 46,323 shares; 2026Q1: 48,129 shares; 2026Q2: 51,674 shares 51,674 $2.61M 0.16% +3,545 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,480 shares; 2024Q4: 15,305 shares; 2025Q1: 15,780 shares; 2025Q2: 17,815 shares; 2025Q3: 17,945 shares; 2025Q4: 21,260 shares; 2026Q1: 22,513 shares; 2026Q2: 23,489 shares 23,489 $2.61M 0.16% +976 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: 7,475 shares; 2024Q4: 7,181 shares; 2025Q1: 7,025 shares; 2025Q2: 7,026 shares; 2025Q3: 7,078 shares; 2025Q4: 7,002 shares; 2026Q1: 8,905 shares; 2026Q2: 8,831 shares 8,831 $2.57M 0.16% -74 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: 15,194 shares; 2024Q4: 15,195 shares; 2025Q1: 14,640 shares; 2025Q2: 14,140 shares; 2025Q3: 14,257 shares; 2025Q4: 16,951 shares; 2026Q1: 17,848 shares; 2026Q2: 20,831 shares 20,831 $2.56M 0.16% +2,983 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,050 shares; 2024Q4: 5,002 shares; 2025Q1: 5,002 shares; 2025Q2: 5,042 shares; 2025Q3: 5,042 shares; 2025Q4: 5,042 shares; 2026Q1: 5,487 shares; 2026Q2: 5,532 shares 5,532 $2.51M 0.15% +45 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: 74,960 shares; 2024Q4: 75,160 shares; 2025Q1: 74,535 shares; 2025Q2: 74,635 shares; 2025Q3: 76,635 shares; 2025Q4: 77,859 shares; 2026Q1: 76,859 shares; 2026Q2: 77,804 shares 77,804 $2.49M 0.15% +945 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: 10,586 shares; 2024Q4: 11,513 shares; 2025Q1: 13,120 shares; 2025Q2: 14,501 shares; 2025Q3: 18,261 shares; 2025Q4: 20,274 shares; 2026Q1: 19,415 shares; 2026Q2: 15,684 shares 15,684 $2.46M 0.15% -3,731 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,765 shares; 2024Q4: 9,660 shares; 2025Q1: 16,555 shares; 2025Q2: 25,450 shares; 2025Q3: 30,885 shares; 2025Q4: 39,275 shares; 2026Q1: 44,935 shares; 2026Q2: 46,886 shares 46,886 $2.43M 0.15% +1,951 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,320 shares; 2024Q4: 17,720 shares; 2025Q1: 21,030 shares; 2025Q2: 21,450 shares; 2025Q3: 21,510 shares; 2025Q4: 21,545 shares; 2026Q1: 21,360 shares; 2026Q2: 21,235 shares 21,235 $2.4M 0.15% -125 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,705 shares; 2024Q4: 5,335 shares; 2025Q1: 4,482 shares; 2025Q2: 4,594 shares; 2025Q3: 4,688 shares; 2025Q4: 4,887 shares; 2026Q1: 5,019 shares; 2026Q2: 5,606 shares 5,606 $2.36M 0.15% +587 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: 7,997 shares; 2024Q4: 7,997 shares; 2025Q1: 7,782 shares; 2025Q2: 7,657 shares; 2025Q3: 7,651 shares; 2025Q4: 7,603 shares; 2026Q1: 7,050 shares; 2026Q2: 7,050 shares 7,050 $2.33M 0.14% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,614 shares; 2024Q4: 16,977 shares; 2025Q1: 19,181 shares; 2025Q2: 17,814 shares; 2025Q3: 18,209 shares; 2025Q4: 19,810 shares; 2026Q1: 22,504 shares; 2026Q2: 23,926 shares 23,926 $2.32M 0.14% +1,422 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,255 shares; 2024Q4: 70,277 shares; 2025Q1: 77,299 shares; 2025Q2: 72,820 shares; 2025Q3: 73,890 shares; 2025Q4: 75,011 shares; 2026Q1: 81,455 shares; 2026Q2: 82,623 shares 82,623 $2.32M 0.14% +1,168 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,512 shares; 2024Q4: 15,068 shares; 2025Q1: 18,849 shares; 2025Q2: 22,000 shares; 2025Q3: 22,994 shares; 2025Q4: 23,425 shares; 2026Q1: 23,789 shares; 2026Q2: 25,154 shares 25,154 $2.26M 0.14% +1,365 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,391 shares; 2024Q4: 10,385 shares; 2025Q1: 10,185 shares; 2025Q2: 9,985 shares; 2025Q3: 10,187 shares; 2025Q4: 9,627 shares; 2026Q1: 9,497 shares; 2026Q2: 9,402 shares 9,402 $2.23M 0.14% -95 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,157 shares; 2024Q4: 62,305 shares; 2025Q1: 60,702 shares; 2025Q2: 63,678 shares; 2025Q3: 61,959 shares; 2025Q4: 60,690 shares; 2026Q1: 62,525 shares; 2026Q2: 63,156 shares 63,156 $2.23M 0.14% +631 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,095 shares; 2025Q2: 17,830 shares; 2025Q3: 23,160 shares; 2025Q4: 29,400 shares; 2026Q1: 34,230 shares; 2026Q2: 38,505 shares 38,505 $2.22M 0.14% +4,275 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: 5,224 shares; 2024Q4: 5,204 shares; 2025Q1: 5,204 shares; 2025Q2: 5,204 shares; 2025Q3: 5,204 shares; 2025Q4: 5,174 shares; 2026Q1: 5,841 shares; 2026Q2: 5,958 shares 5,958 $2.19M 0.14% +117 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: 14,680 shares; 2024Q4: 14,646 shares; 2025Q1: 14,433 shares; 2025Q2: 14,409 shares; 2025Q3: 14,228 shares; 2025Q4: 13,982 shares; 2026Q1: 13,609 shares; 2026Q2: 13,475 shares 13,475 $2.18M 0.13% -134 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,867 shares; 2024Q4: 12,642 shares; 2025Q1: 12,792 shares; 2025Q2: 12,747 shares; 2025Q3: 12,722 shares; 2025Q4: 13,410 shares; 2026Q1: 13,419 shares; 2026Q2: 13,319 shares 13,319 $2.17M 0.13% -100 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; 2024Q3: 25,959 shares; 2024Q4: 49,676 shares; 2025Q1: 51,550 shares; 2025Q2: 54,336 shares; 2025Q3: 54,026 shares; 2025Q4: 55,026 shares; 2026Q1: 56,133 shares; 2026Q2: 58,338 shares 58,338 $2.11M 0.13% +2,205 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,702 shares; 2024Q4: 67,702 shares; 2025Q1: 68,037 shares; 2025Q2: 73,062 shares; 2025Q3: 76,062 shares; 2025Q4: 79,754 shares; 2026Q1: 79,828 shares; 2026Q2: 82,928 shares 82,928 $2.1M 0.13% +3,100 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,044 shares; 2024Q4: 68,165 shares; 2025Q1: 71,478 shares; 2025Q2: 71,610 shares; 2025Q3: 69,996 shares; 2025Q4: 65,627 shares; 2026Q1: 62,572 shares; 2026Q2: 65,994 shares 65,994 $2.09M 0.13% +3,422 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,259 shares; 2024Q4: 43,106 shares; 2025Q1: 41,206 shares; 2025Q2: 40,081 shares; 2025Q3: 40,419 shares; 2025Q4: 40,049 shares; 2026Q1: 40,184 shares; 2026Q2: 39,435 shares 39,435 $2.09M 0.13% -749 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,705 shares; 2024Q4: 26,905 shares; 2025Q1: 27,815 shares; 2025Q2: 28,915 shares; 2025Q3: 29,865 shares; 2025Q4: 29,762 shares; 2026Q1: 28,262 shares; 2026Q2: 28,262 shares 28,262 $2.02M 0.12% 0 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: 38,152 shares; 2024Q4: 37,853 shares; 2025Q1: 37,780 shares; 2025Q2: 37,031 shares; 2025Q3: 36,583 shares; 2025Q4: 36,015 shares; 2026Q1: 36,269 shares; 2026Q2: 36,271 shares 36,271 $2.01M 0.12% +2 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: 8,663 shares; 2024Q4: 8,614 shares; 2025Q1: 8,539 shares; 2025Q2: 8,604 shares; 2025Q3: 8,609 shares; 2025Q4: 8,724 shares; 2026Q1: 8,837 shares; 2026Q2: 9,037 shares 9,037 $1.99M 0.12% +200 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: 7,906 shares; 2024Q4: 8,006 shares; 2025Q1: 9,306 shares; 2025Q2: 9,361 shares; 2025Q3: 9,387 shares; 2025Q4: 9,237 shares; 2026Q1: 9,325 shares; 2026Q2: 9,370 shares 9,370 $1.99M 0.12% +45 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 208,598 shares; 2024Q4: 206,563 shares; 2025Q1: 193,888 shares; 2025Q2: 160,688 shares; 2025Q3: 148,513 shares; 2025Q4: 137,363 shares; 2026Q1: 130,413 shares; 2026Q2: 133,413 shares 133,413 $1.99M 0.12% +3,000 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,347 shares; 2024Q4: 35,691 shares; 2025Q1: 25,285 shares; 2025Q2: 24,570 shares; 2025Q3: 25,633 shares; 2025Q4: 24,200 shares; 2026Q1: 23,875 shares; 2026Q2: 26,275 shares 26,275 $1.97M 0.12% +2,400 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,979 shares; 2024Q4: 18,987 shares; 2025Q1: 18,365 shares; 2025Q2: 17,889 shares; 2025Q3: 17,960 shares; 2025Q4: 17,136 shares; 2026Q1: 16,328 shares; 2026Q2: 17,535 shares 17,535 $1.95M 0.12% +1,207 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,794 shares; 2026Q1: 3,477 shares; 2026Q2: 4,657 shares 4,657 $1.94M 0.12% +1,180 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,954 shares; 2024Q4: 16,589 shares; 2025Q1: 16,219 shares; 2025Q2: 15,714 shares; 2025Q3: 16,588 shares; 2025Q4: 16,498 shares; 2026Q1: 17,562 shares; 2026Q2: 17,937 shares 17,937 $1.94M 0.12% +375 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,396 shares; 2024Q4: 42,416 shares; 2025Q1: 34,300 shares; 2025Q2: 18,785 shares; 2025Q3: 15,476 shares; 2025Q4: 14,262 shares; 2026Q1: 13,797 shares; 2026Q2: 14,006 shares 14,006 $1.9M 0.12% +209 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,456 shares; 2025Q3: 2,515 shares; 2025Q4: 1,778 shares; 2026Q1: not reported; 2026Q2: 26,358 shares 26,358 $1.89M 0.12% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,138 shares; 2024Q4: 19,713 shares; 2025Q1: 19,753 shares; 2025Q2: 19,208 shares; 2025Q3: 19,968 shares; 2025Q4: 19,733 shares; 2026Q1: 19,633 shares; 2026Q2: 19,918 shares 19,918 $1.89M 0.12% +285 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,509 shares; 2024Q4: 27,414 shares; 2025Q1: 28,889 shares; 2025Q2: 29,154 shares; 2025Q3: 60,573 shares; 2025Q4: 60,848 shares; 2026Q1: 72,478 shares; 2026Q2: 72,098 shares 72,098 $1.86M 0.11% -380 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,150 shares; 2024Q4: 54,425 shares; 2025Q1: 54,500 shares; 2025Q2: 52,573 shares; 2025Q3: 50,958 shares; 2025Q4: 49,818 shares; 2026Q1: 46,748 shares; 2026Q2: 44,848 shares 44,848 $1.86M 0.11% -1,900 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,106 shares; 2024Q4: 46,812 shares; 2025Q1: 46,794 shares; 2025Q2: 44,226 shares; 2025Q3: 44,704 shares; 2025Q4: 44,010 shares; 2026Q1: 44,117 shares; 2026Q2: 45,049 shares 45,049 $1.84M 0.11% +932 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,195 shares; 2024Q4: 17,070 shares; 2025Q1: 16,763 shares; 2025Q2: 18,203 shares; 2025Q3: 17,341 shares; 2025Q4: 17,291 shares; 2026Q1: 15,381 shares; 2026Q2: 15,361 shares 15,361 $1.8M 0.11% -20 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,295 shares; 2024Q4: 15,902 shares; 2025Q1: 16,467 shares; 2025Q2: 17,895 shares; 2025Q3: 18,160 shares; 2025Q4: 17,635 shares; 2026Q1: 16,537 shares; 2026Q2: 16,792 shares 16,792 $1.75M 0.11% +255 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,285 shares; 2024Q4: 26,335 shares; 2025Q1: 25,960 shares; 2025Q2: 28,495 shares; 2025Q3: 36,385 shares; 2025Q4: 41,733 shares; 2026Q1: 41,502 shares; 2026Q2: 43,227 shares 43,227 $1.72M 0.11% +1,725 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,533 shares; 2024Q4: 1,793 shares; 2025Q1: 2,488 shares; 2025Q2: 3,020 shares; 2025Q3: 3,409 shares; 2025Q4: 4,837 shares; 2026Q1: 5,467 shares; 2026Q2: 5,277 shares 5,277 $1.68M 0.1% -190 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,592 shares; 2024Q4: 19,794 shares; 2025Q1: 22,772 shares; 2025Q2: 25,800 shares; 2025Q3: 28,747 shares; 2025Q4: 28,735 shares; 2026Q1: 28,508 shares; 2026Q2: 29,186 shares 29,186 $1.67M 0.1% +678 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,685 shares; 2024Q4: 8,685 shares; 2025Q1: 8,340 shares; 2025Q2: 8,251 shares; 2025Q3: 8,181 shares; 2025Q4: 8,286 shares; 2026Q1: 10,119 shares; 2026Q2: 11,699 shares 11,699 $1.61M 0.1% +1,580 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,715 shares; 2024Q4: 4,980 shares; 2025Q1: 4,970 shares; 2025Q2: 5,035 shares; 2025Q3: 4,995 shares; 2025Q4: 4,997 shares; 2026Q1: 5,008 shares; 2026Q2: 5,365 shares 5,365 $1.61M 0.1% +357 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,148 shares; 2024Q4: 17,373 shares; 2025Q1: 19,273 shares; 2025Q2: 19,448 shares; 2025Q3: 20,333 shares; 2025Q4: 20,293 shares; 2026Q1: 20,428 shares; 2026Q2: 21,453 shares 21,453 $1.61M 0.1% +1,025 Timeline IYT 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: 3,120 shares; 2025Q3: 14,540 shares; 2025Q4: 17,283 shares; 2026Q1: 17,745 shares; 2026Q2: 18,295 shares 18,295 $1.59M 0.1% +550 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,195 shares; 2024Q4: 8,370 shares; 2025Q1: 8,670 shares; 2025Q2: 9,643 shares; 2025Q3: 9,593 shares; 2025Q4: 9,768 shares; 2026Q1: 9,768 shares; 2026Q2: 10,043 shares 10,043 $1.55M 0.1% +275 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,683 shares; 2024Q4: 18,090 shares; 2025Q1: 19,631 shares; 2025Q2: 20,770 shares; 2025Q3: 20,522 shares; 2025Q4: 20,440 shares; 2026Q1: 20,453 shares; 2026Q2: 20,261 shares 20,261 $1.55M 0.1% -192 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; 2024Q3: 15,652 shares; 2024Q4: 45,122 shares; 2025Q1: 39,250 shares; 2025Q2: 39,240 shares; 2025Q3: 38,097 shares; 2025Q4: 39,583 shares; 2026Q1: 41,096 shares; 2026Q2: 41,851 shares 41,851 $1.54M 0.1% +755 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,268 shares; 2024Q4: 17,764 shares; 2025Q1: 16,659 shares; 2025Q2: 16,859 shares; 2025Q3: 17,988 shares; 2025Q4: 18,393 shares; 2026Q1: 18,082 shares; 2026Q2: 18,497 shares 18,497 $1.53M 0.09% +415 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,814 shares; 2024Q4: 16,990 shares; 2025Q1: 17,216 shares; 2025Q2: 18,647 shares; 2025Q3: 18,540 shares; 2025Q4: 18,529 shares; 2026Q1: 19,245 shares; 2026Q2: 18,329 shares 18,329 $1.51M 0.09% -916 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,773 shares; 2024Q4: 23,698 shares; 2025Q1: 24,148 shares; 2025Q2: 24,933 shares; 2025Q3: 27,675 shares; 2025Q4: 29,900 shares; 2026Q1: 34,050 shares; 2026Q2: 36,425 shares 36,425 $1.49M 0.09% +2,375 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,764 shares; 2025Q2: 16,741 shares; 2025Q3: 25,327 shares; 2025Q4: 32,672 shares; 2026Q1: 24,245 shares; 2026Q2: 30,920 shares 30,920 $1.48M 0.09% +6,675 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,310 shares; 2025Q3: 3,305 shares; 2025Q4: 3,605 shares; 2026Q1: 4,415 shares; 2026Q2: 4,780 shares 4,780 $1.47M 0.09% +365 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,350 shares; 2026Q2: 2,350 shares 2,350 $1.45M 0.09% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,840 shares; 2024Q4: 19,547 shares; 2025Q1: 19,465 shares; 2025Q2: 19,340 shares; 2025Q3: 18,892 shares; 2025Q4: 18,033 shares; 2026Q1: 18,248 shares; 2026Q2: 18,269 shares 18,269 $1.44M 0.09% +21 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 47,208 shares; 2024Q4: 46,043 shares; 2025Q1: 43,188 shares; 2025Q2: 42,123 shares; 2025Q3: 42,448 shares; 2025Q4: 38,713 shares; 2026Q1: 35,233 shares; 2026Q2: 33,583 shares 33,583 $1.42M 0.09% -1,650 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,006 shares; 2024Q4: 39,594 shares; 2025Q1: 38,394 shares; 2025Q2: 37,944 shares; 2025Q3: 37,944 shares; 2025Q4: 37,769 shares; 2026Q1: 37,373 shares; 2026Q2: 37,373 shares 37,373 $1.41M 0.09% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,800 shares; 2024Q4: 33,800 shares; 2025Q1: 32,800 shares; 2025Q2: 56,100 shares; 2025Q3: 61,350 shares; 2025Q4: 63,649 shares; 2026Q1: 71,149 shares; 2026Q2: 72,049 shares 72,049 $1.38M 0.08% +900 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,635 shares; 2024Q4: 59,385 shares; 2025Q1: 60,585 shares; 2025Q2: 63,585 shares; 2025Q3: 68,375 shares; 2025Q4: 69,975 shares; 2026Q1: 75,952 shares; 2026Q2: 73,602 shares 73,602 $1.36M 0.08% -2,350 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: 23,768 shares; 2024Q4: 22,642 shares; 2025Q1: 22,438 shares; 2025Q2: 22,533 shares; 2025Q3: 23,387 shares; 2025Q4: 23,187 shares; 2026Q1: 23,474 shares; 2026Q2: 23,899 shares 23,899 $1.36M 0.08% +425 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: 1,998 shares; 2024Q4: 2,019 shares; 2025Q1: 1,987 shares; 2025Q2: 2,252 shares; 2025Q3: 2,637 shares; 2025Q4: 2,595 shares; 2026Q1: 2,654 shares; 2026Q2: 2,629 shares 2,629 $1.35M 0.08% -25 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,446 shares; 2024Q4: 18,406 shares; 2025Q1: 16,975 shares; 2025Q2: 16,905 shares; 2025Q3: 17,546 shares; 2025Q4: 17,634 shares; 2026Q1: 17,680 shares; 2026Q2: 17,610 shares 17,610 $1.33M 0.08% -70 Timeline IVOO 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: 10,215 shares; 2024Q4: 10,165 shares; 2025Q1: 10,165 shares; 2025Q2: 10,165 shares; 2025Q3: 10,165 shares; 2025Q4: 10,205 shares; 2026Q1: 10,205 shares; 2026Q2: 10,205 shares 10,205 $1.33M 0.08% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,867 shares; 2024Q4: 13,747 shares; 2025Q1: 13,397 shares; 2025Q2: 13,397 shares; 2025Q3: 13,397 shares; 2025Q4: 13,422 shares; 2026Q1: 13,442 shares; 2026Q2: 13,292 shares 13,292 $1.33M 0.08% -150 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: 13,882 shares; 2024Q4: 13,489 shares; 2025Q1: 13,210 shares; 2025Q2: 13,602 shares; 2025Q3: 14,196 shares; 2025Q4: 14,868 shares; 2026Q1: 15,109 shares; 2026Q2: 16,009 shares 16,009 $1.33M 0.08% +900 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,123 shares; 2024Q4: 40,328 shares; 2025Q1: 41,300 shares; 2025Q2: 39,781 shares; 2025Q3: 23,183 shares; 2025Q4: 19,107 shares; 2026Q1: 17,304 shares; 2026Q2: 17,487 shares 17,487 $1.32M 0.08% +183 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: 3,555 shares; 2024Q4: 3,530 shares; 2025Q1: 4,503 shares; 2025Q2: 5,614 shares; 2025Q3: 5,858 shares; 2025Q4: 5,855 shares; 2026Q1: 5,880 shares; 2026Q2: 5,846 shares 5,846 $1.32M 0.08% -34 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; 2024Q3: 10,208 shares; 2024Q4: 10,558 shares; 2025Q1: 11,383 shares; 2025Q2: 10,983 shares; 2025Q3: 10,983 shares; 2025Q4: 11,458 shares; 2026Q1: 11,568 shares; 2026Q2: 12,228 shares 12,228 $1.31M 0.08% +660 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,659 shares; 2024Q4: 62,259 shares; 2025Q1: 64,074 shares; 2025Q2: 69,924 shares; 2025Q3: 71,449 shares; 2025Q4: 71,569 shares; 2026Q1: 79,899 shares; 2026Q2: 82,584 shares 82,584 $1.3M 0.08% +2,685 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: 18,046 shares; 2024Q4: 18,331 shares; 2025Q1: 19,471 shares; 2025Q2: 19,543 shares; 2025Q3: 20,555 shares; 2025Q4: 20,332 shares; 2026Q1: 20,519 shares; 2026Q2: 20,391 shares 20,391 $1.27M 0.08% -128 Timeline IBDW 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: 28,175 shares; 2025Q1: 31,690 shares; 2025Q2: 31,690 shares; 2025Q3: 44,470 shares; 2025Q4: 52,295 shares; 2026Q1: 58,310 shares; 2026Q2: 60,290 shares 60,290 $1.26M 0.08% +1,980 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,375 shares; 2024Q4: 5,415 shares; 2025Q1: 5,235 shares; 2025Q2: 5,235 shares; 2025Q3: 5,195 shares; 2025Q4: 4,960 shares; 2026Q1: 5,060 shares; 2026Q2: 4,960 shares 4,960 $1.26M 0.08% -100 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,900 shares; 2024Q4: not reported; 2025Q1: 4,802 shares; 2025Q2: 4,440 shares; 2025Q3: 6,079 shares; 2025Q4: 8,185 shares; 2026Q1: 9,280 shares; 2026Q2: 11,350 shares 11,350 $1.24M 0.08% +2,070 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,020 shares; 2024Q4: 8,020 shares; 2025Q1: 8,020 shares; 2025Q2: 7,920 shares; 2025Q3: 7,920 shares; 2025Q4: 7,945 shares; 2026Q1: 7,895 shares; 2026Q2: 7,895 shares 7,895 $1.23M 0.08% 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: 4,280 shares; 2024Q4: 4,282 shares; 2025Q1: 4,114 shares; 2025Q2: 3,989 shares; 2025Q3: 4,005 shares; 2025Q4: 4,028 shares; 2026Q1: 4,052 shares; 2026Q2: 4,042 shares 4,042 $1.23M 0.08% -10 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,189 shares; 2024Q4: 20,189 shares; 2025Q1: 20,189 shares; 2025Q2: 19,989 shares; 2025Q3: 19,989 shares; 2025Q4: 19,989 shares; 2026Q1: 19,989 shares; 2026Q2: 19,989 shares 19,989 $1.22M 0.08% 0 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: 3,200 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 6,427 shares; 2025Q4: 6,264 shares; 2026Q1: 6,336 shares; 2026Q2: 6,799 shares 6,799 $1.2M 0.07% +463 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 14,190 shares; 2025Q4: 19,535 shares; 2026Q1: 22,145 shares; 2026Q2: 28,240 shares 28,240 $1.2M 0.07% +6,095 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,820 shares; 2024Q4: 2,820 shares; 2025Q1: 2,800 shares; 2025Q2: 2,780 shares; 2025Q3: 2,775 shares; 2025Q4: 2,755 shares; 2026Q1: 3,270 shares; 2026Q2: 3,270 shares 3,270 $1.2M 0.07% 0 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: 3,784 shares; 2024Q4: 3,869 shares; 2025Q1: 3,819 shares; 2025Q2: 3,804 shares; 2025Q3: 3,781 shares; 2025Q4: 3,775 shares; 2026Q1: 3,770 shares; 2026Q2: 3,768 shares 3,768 $1.18M 0.07% -2 Timeline FTSM 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: 16,963 shares; 2024Q4: 15,302 shares; 2025Q1: 16,062 shares; 2025Q2: 19,252 shares; 2025Q3: 28,402 shares; 2025Q4: 26,862 shares; 2026Q1: 23,222 shares; 2026Q2: 19,712 shares 19,712 $1.18M 0.07% -3,510 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: 23,060 shares; 2024Q4: 23,438 shares; 2025Q1: 23,241 shares; 2025Q2: 23,620 shares; 2025Q3: 27,054 shares; 2025Q4: 28,519 shares; 2026Q1: 29,214 shares; 2026Q2: 33,571 shares 33,571 $1.17M 0.07% +4,357 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,919 shares; 2024Q4: 10,728 shares; 2025Q1: 11,191 shares; 2025Q2: 14,430 shares; 2025Q3: 13,507 shares; 2025Q4: 13,046 shares; 2026Q1: 12,959 shares; 2026Q2: 12,397 shares 12,397 $1.17M 0.07% -562 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,760 shares; 2025Q2: 3,348 shares; 2025Q3: 3,348 shares; 2025Q4: 3,348 shares; 2026Q1: 2,728 shares; 2026Q2: 2,728 shares 2,728 $1.16M 0.07% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,934 shares; 2026Q2: 12,779 shares 12,779 $1.16M 0.07% +5,845 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,710 shares; 2024Q4: 43,085 shares; 2025Q1: 42,385 shares; 2025Q2: 40,625 shares; 2025Q3: 41,625 shares; 2025Q4: 41,135 shares; 2026Q1: 40,605 shares; 2026Q2: 40,500 shares 40,500 $1.16M 0.07% -105 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,947 shares; 2024Q4: 9,947 shares; 2025Q1: 9,947 shares; 2025Q2: 9,511 shares; 2025Q3: 6,461 shares; 2025Q4: 5,856 shares; 2026Q1: 5,796 shares; 2026Q2: 5,282 shares 5,282 $1.09M 0.07% -514 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,152 shares; 2024Q4: 13,152 shares; 2025Q1: 13,152 shares; 2025Q2: 13,152 shares; 2025Q3: 13,152 shares; 2025Q4: 13,152 shares; 2026Q1: 13,152 shares; 2026Q2: 13,152 shares 13,152 $1.08M 0.07% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,229 shares; 2024Q4: 6,114 shares; 2025Q1: 6,050 shares; 2025Q2: 6,250 shares; 2025Q3: 7,765 shares; 2025Q4: 7,283 shares; 2026Q1: 7,072 shares; 2026Q2: 7,092 shares 7,092 $1.07M 0.07% +20 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,876 shares; 2024Q4: 19,671 shares; 2025Q1: 21,035 shares; 2025Q2: 21,735 shares; 2025Q3: 22,373 shares; 2025Q4: 24,210 shares; 2026Q1: 23,865 shares; 2026Q2: 24,770 shares 24,770 $1.07M 0.07% +905 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,408 shares; 2024Q4: 11,426 shares; 2025Q1: 11,326 shares; 2025Q2: 11,146 shares; 2025Q3: 10,441 shares; 2025Q4: 10,261 shares; 2026Q1: 11,236 shares; 2026Q2: 11,306 shares 11,306 $1.06M 0.07% +70 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,909 shares; 2024Q4: 13,929 shares; 2025Q1: 13,929 shares; 2025Q2: 12,504 shares; 2025Q3: 13,784 shares; 2025Q4: 13,784 shares; 2026Q1: 28,484 shares; 2026Q2: 28,684 shares 28,684 $1.05M 0.07% +200 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,758 shares; 2024Q4: 10,688 shares; 2025Q1: 10,588 shares; 2025Q2: 10,578 shares; 2025Q3: 10,568 shares; 2025Q4: 10,618 shares; 2026Q1: 10,618 shares; 2026Q2: 10,868 shares 10,868 $1.05M 0.06% +250 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,229 shares; 2024Q4: 24,229 shares; 2025Q1: 24,229 shares; 2025Q2: 24,229 shares; 2025Q3: 24,229 shares; 2025Q4: 24,229 shares; 2026Q1: 24,229 shares; 2026Q2: 24,229 shares 24,229 $1.04M 0.06% 0 Timeline ESP ESPEY MFG & ELECTRS CORP More: the full row for ESPEY MFG & ELECTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,227 shares; 2025Q3: 13,509 shares; 2025Q4: 14,441 shares; 2026Q1: 14,877 shares; 2026Q2: 15,274 shares 15,274 $1.03M 0.06% +397 Timeline CTO CTO RLTY GROWTH INC NEW More: the full row for CTO RLTY GROWTH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,566 shares; 2024Q4: 54,541 shares; 2025Q1: 53,941 shares; 2025Q2: 52,716 shares; 2025Q3: 50,540 shares; 2025Q4: 48,040 shares; 2026Q1: 47,965 shares; 2026Q2: 47,545 shares 47,545 $1.02M 0.06% -420 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,628 shares; 2024Q4: 19,137 shares; 2025Q1: 19,337 shares; 2025Q2: 18,091 shares; 2025Q3: 18,082 shares; 2025Q4: 18,082 shares; 2026Q1: 18,882 shares; 2026Q2: 18,649 shares 18,649 $1.01M 0.06% -233 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,625 shares; 2024Q4: 12,525 shares; 2025Q1: 12,875 shares; 2025Q2: 12,625 shares; 2025Q3: 13,775 shares; 2025Q4: 18,000 shares; 2026Q1: 20,210 shares; 2026Q2: 20,310 shares 20,310 $1M 0.06% +100 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,570 shares; 2024Q4: 35,730 shares; 2025Q1: 35,330 shares; 2025Q2: 31,495 shares; 2025Q3: 26,410 shares; 2025Q4: 23,570 shares; 2026Q1: 20,840 shares; 2026Q2: 18,725 shares 18,725 $985K 0.06% -2,115 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,590 shares; 2024Q4: 28,886 shares; 2025Q1: 25,941 shares; 2025Q2: 23,832 shares; 2025Q3: 23,205 shares; 2025Q4: 15,447 shares; 2026Q1: 12,689 shares; 2026Q2: 11,911 shares 11,911 $957K 0.06% -778 Timeline DFAE 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: 23,485 shares; 2024Q4: 23,485 shares; 2025Q1: 23,485 shares; 2025Q2: 23,485 shares; 2025Q3: 23,485 shares; 2025Q4: 23,485 shares; 2026Q1: 23,485 shares; 2026Q2: 23,485 shares 23,485 $944K 0.06% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,365 shares; 2024Q4: 8,985 shares; 2025Q1: 15,310 shares; 2025Q2: 15,460 shares; 2025Q3: 15,350 shares; 2025Q4: 16,705 shares; 2026Q1: 16,005 shares; 2026Q2: 15,505 shares 15,505 $941K 0.06% -500 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,395 shares; 2024Q4: 27,079 shares; 2025Q1: 26,637 shares; 2025Q2: 27,044 shares; 2025Q3: 27,251 shares; 2025Q4: 27,258 shares; 2026Q1: 27,036 shares; 2026Q2: 26,943 shares 26,943 $940K 0.06% -93 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,627 shares; 2024Q4: 15,329 shares; 2025Q1: 14,933 shares; 2025Q2: 14,937 shares; 2025Q3: 14,941 shares; 2025Q4: 14,770 shares; 2026Q1: 15,764 shares; 2026Q2: 17,938 shares 17,938 $934K 0.06% +2,174 Timeline VOOV 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: not reported; 2024Q4: 4,247 shares; 2025Q1: 4,247 shares; 2025Q2: 4,247 shares; 2025Q3: 4,247 shares; 2025Q4: 4,247 shares; 2026Q1: 4,247 shares; 2026Q2: 4,247 shares 4,247 $931K 0.06% 0 Timeline FSUN FIRSTSUN CAP BANCORP More: the full row for FIRSTSUN CAP BANCORP 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: 23,892 shares 23,892 $927K 0.06% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,331 shares; 2024Q4: 27,357 shares; 2025Q1: 29,980 shares; 2025Q2: 27,678 shares; 2025Q3: 52,289 shares; 2025Q4: 20,112 shares; 2026Q1: 17,963 shares; 2026Q2: 17,188 shares 17,188 $921K 0.06% -775 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,185 shares; 2024Q4: 12,385 shares; 2025Q1: 12,385 shares; 2025Q2: 13,685 shares; 2025Q3: 14,910 shares; 2025Q4: 16,310 shares; 2026Q1: 16,660 shares; 2026Q2: 16,560 shares 16,560 $919K 0.06% -100 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,800 shares; 2024Q4: 13,650 shares; 2025Q1: 13,200 shares; 2025Q2: 13,100 shares; 2025Q3: 14,635 shares; 2025Q4: 14,500 shares; 2026Q1: 13,000 shares; 2026Q2: 13,000 shares 13,000 $918K 0.06% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,065 shares; 2024Q4: 26,330 shares; 2025Q1: 26,330 shares; 2025Q2: 26,310 shares; 2025Q3: 25,950 shares; 2025Q4: 23,800 shares; 2026Q1: 23,320 shares; 2026Q2: 22,595 shares 22,595 $910K 0.06% -725 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,720 shares; 2024Q4: 5,748 shares; 2025Q1: 4,078 shares; 2025Q2: 3,948 shares; 2025Q3: 5,077 shares; 2025Q4: 5,388 shares; 2026Q1: 7,021 shares; 2026Q2: 7,846 shares 7,846 $903K 0.06% +825 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,516 shares; 2024Q4: 5,385 shares; 2025Q1: 5,025 shares; 2025Q2: 4,825 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares; 2026Q2: 4,825 shares 4,825 $902K 0.06% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,843 shares; 2024Q4: 18,346 shares; 2025Q1: 14,784 shares; 2025Q2: 16,822 shares; 2025Q3: 16,015 shares; 2025Q4: 14,432 shares; 2026Q1: 13,046 shares; 2026Q2: 12,169 shares 12,169 $896K 0.06% -877 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; 2024Q3: 37,300 shares; 2024Q4: 35,800 shares; 2025Q1: 35,300 shares; 2025Q2: 29,250 shares; 2025Q3: 27,150 shares; 2025Q4: 16,650 shares; 2026Q1: 17,650 shares; 2026Q2: 17,650 shares 17,650 $879K 0.05% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 6,385 shares; 2025Q1: 8,065 shares; 2025Q2: 9,505 shares; 2025Q3: 11,525 shares; 2025Q4: 10,770 shares; 2026Q1: 11,951 shares; 2026Q2: 11,966 shares 11,966 $878K 0.05% +15 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,728 shares; 2024Q4: 35,728 shares; 2025Q1: 35,728 shares; 2025Q2: 28,778 shares; 2025Q3: 27,778 shares; 2025Q4: 17,327 shares; 2026Q1: 17,327 shares; 2026Q2: 17,227 shares 17,227 $873K 0.05% -100 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,978 shares; 2024Q4: 13,952 shares; 2025Q1: 14,420 shares; 2025Q2: 16,471 shares; 2025Q3: 16,758 shares; 2025Q4: 17,095 shares; 2026Q1: 16,915 shares; 2026Q2: 17,387 shares 17,387 $866K 0.05% +472 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,003 shares; 2025Q3: 5,253 shares; 2025Q4: 5,253 shares; 2026Q1: 5,253 shares; 2026Q2: 5,535 shares 5,535 $865K 0.05% +282 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,332 shares; 2024Q4: 17,332 shares; 2025Q1: 17,817 shares; 2025Q2: 17,617 shares; 2025Q3: 17,967 shares; 2025Q4: 19,017 shares; 2026Q1: 23,617 shares; 2026Q2: 24,717 shares 24,717 $861K 0.05% +1,100 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,266 shares; 2024Q4: 25,196 shares; 2025Q1: 23,116 shares; 2025Q2: 21,817 shares; 2025Q3: 21,667 shares; 2025Q4: 23,887 shares; 2026Q1: 23,137 shares; 2026Q2: 23,002 shares 23,002 $852K 0.05% -135 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,206 shares; 2024Q4: 19,206 shares; 2025Q1: 19,356 shares; 2025Q2: 19,356 shares; 2025Q3: 19,374 shares; 2025Q4: 19,374 shares; 2026Q1: 19,149 shares; 2026Q2: 19,149 shares 19,149 $843K 0.05% 0 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,400 shares; 2024Q4: 43,900 shares; 2025Q1: 43,900 shares; 2025Q2: 35,250 shares; 2025Q3: 33,775 shares; 2025Q4: 20,850 shares; 2026Q1: 20,850 shares; 2026Q2: 20,850 shares 20,850 $843K 0.05% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,158 shares; 2024Q4: 3,158 shares; 2025Q1: 3,158 shares; 2025Q2: 3,742 shares; 2025Q3: 3,578 shares; 2025Q4: 3,578 shares; 2026Q1: 3,578 shares; 2026Q2: 3,596 shares 3,596 $838K 0.05% +18 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: 7,274 shares; 2024Q4: 7,215 shares; 2025Q1: 7,243 shares; 2025Q2: 7,280 shares; 2025Q3: 7,375 shares; 2025Q4: 8,261 shares; 2026Q1: 8,276 shares; 2026Q2: 8,673 shares 8,673 $838K 0.05% +397 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,200 shares; 2025Q4: 949 shares; 2026Q1: 2,520 shares; 2026Q2: 2,759 shares 2,759 $836K 0.05% +239 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,930 shares; 2024Q4: 14,605 shares; 2025Q1: 15,105 shares; 2025Q2: 14,730 shares; 2025Q3: 15,585 shares; 2025Q4: 16,286 shares; 2026Q1: 20,180 shares; 2026Q2: 21,830 shares 21,830 $832K 0.05% +1,650 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,455 shares; 2025Q3: 27,658 shares; 2025Q4: 28,543 shares; 2026Q1: 30,349 shares; 2026Q2: 37,209 shares 37,209 $824K 0.05% +6,860 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,883 shares; 2024Q4: 12,883 shares; 2025Q1: 12,873 shares; 2025Q2: 10,218 shares; 2025Q3: 8,065 shares; 2025Q4: 6,855 shares; 2026Q1: 6,310 shares; 2026Q2: 8,605 shares 8,605 $821K 0.05% +2,295 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,705 shares; 2024Q4: 8,705 shares; 2025Q1: 8,330 shares; 2025Q2: 8,730 shares; 2025Q3: 10,534 shares; 2025Q4: 10,534 shares; 2026Q1: 10,288 shares; 2026Q2: 10,398 shares 10,398 $820K 0.05% +110 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: 3,653 shares 3,653 $818K 0.05% new Timeline SUNC SUNOCOCORP LLC More: the full row for SUNOCOCORP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,575 shares; 2026Q2: 12,050 shares 12,050 $815K 0.05% +3,475 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: 3,639 shares 3,639 $805K 0.05% new Timeline SHYD 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: 44,515 shares; 2024Q4: 44,175 shares; 2025Q1: 40,000 shares; 2025Q2: 36,450 shares; 2025Q3: 36,950 shares; 2025Q4: 35,525 shares; 2026Q1: 34,425 shares; 2026Q2: 35,075 shares 35,075 $803K 0.05% +650 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,162 shares; 2025Q3: 2,884 shares; 2025Q4: 2,765 shares; 2026Q1: 2,319 shares; 2026Q2: 2,329 shares 2,329 $794K 0.05% +10 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: 11,925 shares; 2024Q4: 10,750 shares; 2025Q1: 10,220 shares; 2025Q2: 19,590 shares; 2025Q3: 18,052 shares; 2025Q4: 17,652 shares; 2026Q1: 17,002 shares; 2026Q2: 16,502 shares 16,502 $793K 0.05% -500 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,783 shares; 2024Q4: 87,971 shares; 2025Q1: 70,896 shares; 2025Q2: 68,306 shares; 2025Q3: 68,306 shares; 2025Q4: 67,806 shares; 2026Q1: 66,431 shares; 2026Q2: 66,431 shares 66,431 $784K 0.05% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,291 shares; 2024Q4: 3,291 shares; 2025Q1: 3,207 shares; 2025Q2: 3,207 shares; 2025Q3: 4,488 shares; 2025Q4: 3,199 shares; 2026Q1: 3,199 shares; 2026Q2: 3,099 shares 3,099 $782K 0.05% -100 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,549 shares; 2024Q4: 3,789 shares; 2025Q1: 3,169 shares; 2025Q2: 3,169 shares; 2025Q3: 3,179 shares; 2025Q4: 3,159 shares; 2026Q1: 3,149 shares; 2026Q2: 3,224 shares 3,224 $763K 0.05% +75 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,249 shares; 2025Q4: 15,016 shares; 2026Q1: 15,759 shares; 2026Q2: 16,852 shares 16,852 $750K 0.05% +1,093 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,400 shares; 2024Q4: 2,550 shares; 2025Q1: 2,735 shares; 2025Q2: 2,880 shares; 2025Q3: 3,065 shares; 2025Q4: 3,110 shares; 2026Q1: 2,993 shares; 2026Q2: 3,391 shares 3,391 $749K 0.05% +398 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 560 shares; 2025Q4: 605 shares; 2026Q1: 593 shares; 2026Q2: 735 shares 735 $743K 0.05% +142 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 654 shares; 2025Q1: 659 shares; 2025Q2: 654 shares; 2025Q3: 654 shares; 2025Q4: 1,142 shares; 2026Q1: 1,274 shares; 2026Q2: 8,570 shares 8,570 $738K 0.05% +7,296 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,260 shares; 2024Q4: 1,740 shares; 2025Q1: 941 shares; 2025Q2: 881 shares; 2025Q3: 2,014 shares; 2025Q4: 1,845 shares; 2026Q1: 1,850 shares; 2026Q2: 1,850 shares 1,850 $715K 0.04% 0 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,785 shares; 2024Q4: 11,038 shares; 2025Q1: 11,066 shares; 2025Q2: 11,370 shares; 2025Q3: 12,224 shares; 2025Q4: 12,513 shares; 2026Q1: 14,947 shares; 2026Q2: 16,152 shares 16,152 $715K 0.04% +1,205 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,635 shares; 2024Q4: 9,635 shares; 2025Q1: 9,635 shares; 2025Q2: 9,549 shares; 2025Q3: 9,333 shares; 2025Q4: 9,333 shares; 2026Q1: 8,917 shares; 2026Q2: 8,813 shares 8,813 $706K 0.04% -104 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,756 shares; 2024Q4: 35,614 shares; 2025Q1: 44,584 shares; 2025Q2: 42,589 shares; 2025Q3: 60,967 shares; 2025Q4: 57,205 shares; 2026Q1: 57,655 shares; 2026Q2: 65,805 shares 65,805 $699K 0.04% +8,150 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 4,830 shares; 2025Q1: 4,230 shares; 2025Q2: 3,975 shares; 2025Q3: 3,965 shares; 2025Q4: 3,965 shares; 2026Q1: 4,450 shares; 2026Q2: 5,200 shares 5,200 $697K 0.04% +750 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: 2,660 shares; 2024Q4: 2,660 shares; 2025Q1: 2,660 shares; 2025Q2: 2,660 shares; 2025Q3: 2,660 shares; 2025Q4: 2,660 shares; 2026Q1: 2,694 shares; 2026Q2: 2,721 shares 2,721 $696K 0.04% +27 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: 8,921 shares; 2024Q4: 8,821 shares; 2025Q1: 8,821 shares; 2025Q2: 8,796 shares; 2025Q3: 8,785 shares; 2025Q4: 9,285 shares; 2026Q1: 9,325 shares; 2026Q2: 9,275 shares 9,275 $677K 0.04% -50 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: 4,008 shares; 2024Q4: 4,008 shares; 2025Q1: 4,069 shares; 2025Q2: 3,669 shares; 2025Q3: 3,711 shares; 2025Q4: 3,695 shares; 2026Q1: 3,780 shares; 2026Q2: 3,720 shares 3,720 $677K 0.04% -60 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 889 shares 889 $674K 0.04% new Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,494 shares; 2024Q4: 12,494 shares; 2025Q1: 12,078 shares; 2025Q2: 12,078 shares; 2025Q3: 14,578 shares; 2025Q4: 25,678 shares; 2026Q1: 26,478 shares; 2026Q2: 26,478 shares 26,478 $674K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,499 shares; 2024Q4: 1,496 shares; 2025Q1: 1,496 shares; 2025Q2: 1,691 shares; 2025Q3: 1,753 shares; 2025Q4: 1,753 shares; 2026Q1: 1,786 shares; 2026Q2: 1,781 shares 1,781 $666K 0.04% -5 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,788 shares; 2025Q1: 16,788 shares; 2025Q2: 16,788 shares; 2025Q3: 16,788 shares; 2025Q4: 16,788 shares; 2026Q1: 16,788 shares; 2026Q2: 16,788 shares 16,788 $664K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,734 shares; 2025Q1: 2,148 shares; 2025Q2: 3,198 shares; 2025Q3: 3,148 shares; 2025Q4: 3,148 shares; 2026Q1: 3,157 shares; 2026Q2: 3,172 shares 3,172 $663K 0.04% +15 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: 20,758 shares; 2024Q4: 12,892 shares; 2025Q1: 8,719 shares; 2025Q2: 8,025 shares; 2025Q3: 8,246 shares; 2025Q4: 7,123 shares; 2026Q1: 6,309 shares; 2026Q2: 6,289 shares 6,289 $651K 0.04% -20 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,975 shares; 2024Q4: 5,975 shares; 2025Q1: 5,950 shares; 2025Q2: 5,950 shares; 2025Q3: 5,850 shares; 2025Q4: 11,580 shares; 2026Q1: 11,620 shares; 2026Q2: 12,170 shares 12,170 $646K 0.04% +550 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE 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: 7,975 shares; 2025Q4: 10,350 shares; 2026Q1: 11,275 shares; 2026Q2: 12,725 shares 12,725 $645K 0.04% +1,450 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: 1,593 shares; 2024Q4: 1,568 shares; 2025Q1: 1,543 shares; 2025Q2: 1,939 shares; 2025Q3: 2,392 shares; 2025Q4: 2,385 shares; 2026Q1: 2,024 shares; 2026Q2: 2,040 shares 2,040 $644K 0.04% +16 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,485 shares; 2024Q4: 4,335 shares; 2025Q1: 4,205 shares; 2025Q2: 4,135 shares; 2025Q3: 4,050 shares; 2025Q4: 4,125 shares; 2026Q1: 4,090 shares; 2026Q2: 4,090 shares 4,090 $642K 0.04% 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; 2024Q3: 8,782 shares; 2024Q4: 8,182 shares; 2025Q1: 9,206 shares; 2025Q2: 10,106 shares; 2025Q3: 10,960 shares; 2025Q4: 10,856 shares; 2026Q1: 11,996 shares; 2026Q2: 15,096 shares 15,096 $639K 0.04% +3,100 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: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 4,290 shares; 2025Q3: 7,050 shares; 2025Q4: 6,990 shares; 2026Q1: 6,935 shares; 2026Q2: 6,935 shares 6,935 $639K 0.04% 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: 715 shares; 2024Q4: 756 shares; 2025Q1: 756 shares; 2025Q2: 866 shares; 2025Q3: 1,263 shares; 2025Q4: 1,278 shares; 2026Q1: 1,305 shares; 2026Q2: 1,260 shares 1,260 $632K 0.04% -45 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,078 shares 4,078 $629K 0.04% new Timeline EMA EMERA INC More: the full row for EMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,066 shares; 2025Q3: 10,066 shares; 2025Q4: 9,866 shares; 2026Q1: 10,866 shares; 2026Q2: 11,866 shares 11,866 $629K 0.04% +1,000 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: 1,374 shares; 2024Q4: 1,374 shares; 2025Q1: 1,374 shares; 2025Q2: 1,715 shares; 2025Q3: 2,329 shares; 2025Q4: 2,346 shares; 2026Q1: 1,480 shares; 2026Q2: 1,530 shares 1,530 $623K 0.04% +50 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,320 shares; 2024Q4: 11,320 shares; 2025Q1: 11,320 shares; 2025Q2: 11,320 shares; 2025Q3: 11,320 shares; 2025Q4: 11,320 shares; 2026Q1: 11,320 shares; 2026Q2: 11,320 shares 11,320 $623K 0.04% 0 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: 1,255 shares; 2024Q4: 1,255 shares; 2025Q1: 1,236 shares; 2025Q2: 1,207 shares; 2025Q3: 1,207 shares; 2025Q4: 1,165 shares; 2026Q1: 1,248 shares; 2026Q2: 4,991 shares 4,991 $620K 0.04% +3,743 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,215 shares; 2024Q4: 4,216 shares; 2025Q1: 4,216 shares; 2025Q2: 4,177 shares; 2025Q3: 4,177 shares; 2025Q4: 4,178 shares; 2026Q1: 4,178 shares; 2026Q2: 4,179 shares 4,179 $617K 0.04% +1 Timeline MC MOELIS & CO More: the full row for MOELIS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,171 shares; 2024Q4: 10,171 shares; 2025Q1: 9,671 shares; 2025Q2: 9,671 shares; 2025Q3: 9,621 shares; 2025Q4: 9,341 shares; 2026Q1: 9,341 shares; 2026Q2: 9,341 shares 9,341 $611K 0.04% 0 Timeline MLPA 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: 10,218 shares; 2024Q4: 10,041 shares; 2025Q1: 9,809 shares; 2025Q2: 9,734 shares; 2025Q3: 9,659 shares; 2025Q4: 9,628 shares; 2026Q1: 9,663 shares; 2026Q2: 11,323 shares 11,323 $601K 0.04% +1,660 Timeline NWBI NORTHWEST BANCSHARES INC More: the full row for NORTHWEST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,900 shares; 2024Q4: 26,500 shares; 2025Q1: 26,600 shares; 2025Q2: 27,400 shares; 2025Q3: 29,600 shares; 2025Q4: 29,600 shares; 2026Q1: 38,600 shares; 2026Q2: 39,200 shares 39,200 $594K 0.04% +600 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: 8,512 shares; 2024Q4: 8,517 shares; 2025Q1: 8,318 shares; 2025Q2: 8,114 shares; 2025Q3: 7,764 shares; 2025Q4: 7,481 shares; 2026Q1: 7,476 shares; 2026Q2: 6,816 shares 6,816 $583K 0.04% -660 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,276 shares; 2024Q4: 28,276 shares; 2025Q1: 27,776 shares; 2025Q2: 26,601 shares; 2025Q3: 26,601 shares; 2025Q4: 24,976 shares; 2026Q1: 23,691 shares; 2026Q2: 23,391 shares 23,391 $582K 0.04% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,564 shares; 2025Q3: 6,919 shares; 2025Q4: 6,118 shares; 2026Q1: 6,388 shares; 2026Q2: 6,889 shares 6,889 $569K 0.04% +501 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares; 2026Q2: 4,000 shares 4,000 $568K 0.04% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,423 shares; 2024Q4: 1,248 shares; 2025Q1: 1,277 shares; 2025Q2: 1,271 shares; 2025Q3: 1,396 shares; 2025Q4: 1,326 shares; 2026Q1: 1,529 shares; 2026Q2: 1,571 shares 1,571 $557K 0.03% +42 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,164 shares; 2024Q4: 7,664 shares; 2025Q1: 7,064 shares; 2025Q2: 6,914 shares; 2025Q3: 6,914 shares; 2025Q4: 6,914 shares; 2026Q1: 6,914 shares; 2026Q2: 6,214 shares 6,214 $552K 0.03% -700 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,590 shares; 2024Q4: 3,622 shares; 2025Q1: 3,712 shares; 2025Q2: 4,431 shares; 2025Q3: 4,358 shares; 2025Q4: 4,410 shares; 2026Q1: 4,412 shares; 2026Q2: 5,169 shares 5,169 $549K 0.03% +757 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,572 shares; 2024Q4: 2,432 shares; 2025Q1: 2,336 shares; 2025Q2: 2,301 shares; 2025Q3: 2,301 shares; 2025Q4: 2,301 shares; 2026Q1: 1,213 shares; 2026Q2: 1,289 shares 1,289 $549K 0.03% +76 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: 2,604 shares; 2024Q4: 1,624 shares; 2025Q1: 1,658 shares; 2025Q2: 1,649 shares; 2025Q3: 1,649 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares; 2026Q2: 6,692 shares 6,692 $539K 0.03% +5,043 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,773 shares; 2024Q4: 79,070 shares; 2025Q1: 76,514 shares; 2025Q2: 73,501 shares; 2025Q3: 55,806 shares; 2025Q4: 51,272 shares; 2026Q1: 52,261 shares; 2026Q2: 39,933 shares 39,933 $537K 0.03% -12,328 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,450 shares; 2024Q4: 15,250 shares; 2025Q1: 16,245 shares; 2025Q2: 16,020 shares; 2025Q3: 20,245 shares; 2025Q4: 23,505 shares; 2026Q1: 23,770 shares; 2026Q2: 23,000 shares 23,000 $533K 0.03% -770 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: 3,854 shares; 2024Q4: 4,709 shares; 2025Q1: 4,763 shares; 2025Q2: 4,747 shares; 2025Q3: 4,725 shares; 2025Q4: 4,704 shares; 2026Q1: 4,688 shares; 2026Q2: 4,654 shares 4,654 $531K 0.03% -34 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: 3,391 shares; 2024Q4: 3,391 shares; 2025Q1: 3,391 shares; 2025Q2: 3,391 shares; 2025Q3: 3,351 shares; 2025Q4: 3,351 shares; 2026Q1: 3,321 shares; 2026Q2: 3,321 shares 3,321 $531K 0.03% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,925 shares; 2026Q1: 9,925 shares; 2026Q2: 10,125 shares 10,125 $530K 0.03% +200 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: 633 shares; 2024Q4: 692 shares; 2025Q1: 652 shares; 2025Q2: 642 shares; 2025Q3: 633 shares; 2025Q4: 6,430 shares; 2026Q1: 6,847 shares; 2026Q2: 7,419 shares 7,419 $530K 0.03% +572 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: 54,353 shares; 2024Q4: 15,140 shares; 2025Q1: 13,280 shares; 2025Q2: 14,558 shares; 2025Q3: 9,622 shares; 2025Q4: 9,467 shares; 2026Q1: not reported; 2026Q2: 3,757 shares 3,757 $525K 0.03% new Timeline ACWX 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: 6,670 shares; 2025Q2: 6,570 shares; 2025Q3: 6,570 shares; 2025Q4: 6,570 shares; 2026Q1: 6,870 shares; 2026Q2: 6,870 shares 6,870 $523K 0.03% 0 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,904 shares; 2024Q4: 5,904 shares; 2025Q1: 5,904 shares; 2025Q2: 5,904 shares; 2025Q3: 5,904 shares; 2025Q4: 5,904 shares; 2026Q1: 5,904 shares; 2026Q2: 5,904 shares 5,904 $514K 0.03% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,575 shares; 2024Q4: 7,575 shares; 2025Q1: 7,575 shares; 2025Q2: 7,575 shares; 2025Q3: 7,325 shares; 2025Q4: 7,500 shares; 2026Q1: 7,408 shares; 2026Q2: 7,408 shares 7,408 $508K 0.03% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,424 shares; 2025Q3: 10,824 shares; 2025Q4: 10,838 shares; 2026Q1: 10,838 shares; 2026Q2: 14,703 shares 14,703 $498K 0.03% +3,865 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,266 shares; 2024Q4: 11,179 shares; 2025Q1: 10,779 shares; 2025Q2: 10,779 shares; 2025Q3: 10,779 shares; 2025Q4: 10,779 shares; 2026Q1: 10,779 shares; 2026Q2: 10,779 shares 10,779 $493K 0.03% 0 Timeline IROC INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,169 shares; 2026Q2: 9,569 shares 9,569 $491K 0.03% +3,400 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,000 shares; 2025Q1: 11,150 shares; 2025Q2: 12,900 shares; 2025Q3: 14,600 shares; 2025Q4: 17,900 shares; 2026Q1: 22,035 shares; 2026Q2: 22,035 shares 22,035 $491K 0.03% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,788 shares; 2024Q4: 5,613 shares; 2025Q1: 5,514 shares; 2025Q2: 5,514 shares; 2025Q3: 5,625 shares; 2025Q4: 5,514 shares; 2026Q1: 5,498 shares; 2026Q2: 5,670 shares 5,670 $490K 0.03% +172 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: not reported; 2024Q4: 1,034 shares; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 2,253 shares; 2025Q4: 1,725 shares; 2026Q1: 1,897 shares; 2026Q2: 2,568 shares 2,568 $489K 0.03% +671 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 956 shares; 2024Q4: 956 shares; 2025Q1: 956 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: 987 shares; 2026Q1: 953 shares; 2026Q2: 953 shares 953 $485K 0.03% 0 Timeline MZTI MARZETTI COMPANY More: the full row for MARZETTI COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,510 shares; 2024Q4: 2,510 shares; 2025Q1: 2,685 shares; 2025Q2: 3,175 shares; 2025Q3: 3,350 shares; 2025Q4: 3,521 shares; 2026Q1: 3,996 shares; 2026Q2: 4,234 shares 4,234 $483K 0.03% +238 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: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 376 shares; 2026Q1: 398 shares; 2026Q2: 410 shares 410 $482K 0.03% +12 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,807 shares; 2024Q4: 3,787 shares; 2025Q1: 3,687 shares; 2025Q2: 3,617 shares; 2025Q3: 3,617 shares; 2025Q4: 3,567 shares; 2026Q1: 3,567 shares; 2026Q2: 17,435 shares 17,435 $478K 0.03% +13,868 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,271 shares; 2026Q1: 34,961 shares; 2026Q2: 34,111 shares 34,111 $474K 0.03% -850 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,688 shares; 2024Q4: 22,688 shares; 2025Q1: 22,688 shares; 2025Q2: 19,472 shares; 2025Q3: 19,472 shares; 2025Q4: 18,472 shares; 2026Q1: 18,272 shares; 2026Q2: 18,272 shares 18,272 $472K 0.03% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,695 shares; 2025Q4: 14,160 shares; 2026Q1: 15,540 shares; 2026Q2: 15,415 shares 15,415 $470K 0.03% -125 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: 1,917 shares; 2024Q4: 1,917 shares; 2025Q1: 1,917 shares; 2025Q2: 2,238 shares; 2025Q3: 2,280 shares; 2025Q4: 2,242 shares; 2026Q1: 2,281 shares; 2026Q2: 2,281 shares 2,281 $458K 0.03% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares; 2026Q2: 1,502 shares 1,502 $455K 0.03% +2 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,085 shares; 2024Q4: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,066 shares; 2025Q3: 1,066 shares; 2025Q4: 1,166 shares; 2026Q1: 1,151 shares; 2026Q2: 1,139 shares 1,139 $453K 0.03% -12 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,843 shares; 2024Q4: 5,502 shares; 2025Q1: 5,493 shares; 2025Q2: 5,043 shares; 2025Q3: 5,193 shares; 2025Q4: 5,243 shares; 2026Q1: 5,358 shares; 2026Q2: 5,408 shares 5,408 $451K 0.03% +50 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,437 shares; 2024Q4: 12,248 shares; 2025Q1: 11,737 shares; 2025Q2: 11,337 shares; 2025Q3: 11,655 shares; 2025Q4: 11,157 shares; 2026Q1: 10,348 shares; 2026Q2: 10,323 shares 10,323 $440K 0.03% -25 Timeline FIBK FIRST INTST BANCSYSTEM INC More: the full row for FIRST INTST BANCSYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,350 shares; 2024Q4: 8,450 shares; 2025Q1: 9,510 shares; 2025Q2: 8,460 shares; 2025Q3: 8,460 shares; 2025Q4: 9,360 shares; 2026Q1: 9,660 shares; 2026Q2: 11,310 shares 11,310 $436K 0.03% +1,650 Timeline FMNY FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,200 shares; 2024Q4: 16,200 shares; 2025Q1: 16,200 shares; 2025Q2: 16,200 shares; 2025Q3: 16,200 shares; 2025Q4: 16,200 shares; 2026Q1: 16,200 shares; 2026Q2: 16,200 shares 16,200 $436K 0.03% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,338 shares; 2024Q4: 6,838 shares; 2025Q1: 6,588 shares; 2025Q2: 6,288 shares; 2025Q3: 6,288 shares; 2025Q4: 6,288 shares; 2026Q1: 6,288 shares; 2026Q2: 6,088 shares 6,088 $433K 0.03% -200 Timeline SCYB 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: not reported; 2025Q3: not reported; 2025Q4: 7,975 shares; 2026Q1: 14,625 shares; 2026Q2: 16,375 shares 16,375 $429K 0.03% +1,750 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: 4,660 shares; 2024Q4: 4,630 shares; 2025Q1: 4,630 shares; 2025Q2: 4,465 shares; 2025Q3: 4,005 shares; 2025Q4: 3,805 shares; 2026Q1: 3,856 shares; 2026Q2: 3,606 shares 3,606 $427K 0.03% -250 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: 1,520 shares; 2024Q4: 1,489 shares; 2025Q1: 1,489 shares; 2025Q2: 1,489 shares; 2025Q3: 1,782 shares; 2025Q4: 1,683 shares; 2026Q1: 1,533 shares; 2026Q2: 1,539 shares 1,539 $418K 0.03% +6 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 6,315 shares; 2025Q1: 10,863 shares; 2025Q2: 10,703 shares; 2025Q3: 10,603 shares; 2025Q4: 10,603 shares; 2026Q1: 10,603 shares; 2026Q2: 10,603 shares 10,603 $418K 0.03% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 974 shares; 2024Q4: 974 shares; 2025Q1: not reported; 2025Q2: 1,363 shares; 2025Q3: 2,223 shares; 2025Q4: 2,223 shares; 2026Q1: 2,192 shares; 2026Q2: 2,189 shares 2,189 $418K 0.03% -3 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,461 shares; 2025Q4: 2,461 shares; 2026Q1: 2,461 shares; 2026Q2: 2,461 shares 2,461 $417K 0.03% 0 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: 12,000 shares; 2024Q4: 12,550 shares; 2025Q1: 6,573 shares; 2025Q2: 7,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,535 shares; 2026Q1: 4,573 shares; 2026Q2: 3,573 shares 3,573 $417K 0.03% -1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,398 shares 1,398 $416K 0.03% new Timeline IBDV 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: 12,845 shares; 2025Q4: 18,620 shares; 2026Q1: 19,475 shares; 2026Q2: 18,795 shares 18,795 $410K 0.03% -680 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,350 shares; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,850 shares; 2026Q2: 8,250 shares 8,250 $407K 0.03% -600 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,900 shares 7,900 $406K 0.03% new 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: 1,096 shares; 2024Q4: 1,081 shares; 2025Q1: not reported; 2025Q2: 1,087 shares; 2025Q3: 1,184 shares; 2025Q4: 1,372 shares; 2026Q1: 1,613 shares; 2026Q2: 1,646 shares 1,646 $405K 0.03% +33 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: 1,195 shares; 2024Q4: 1,276 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,711 shares; 2026Q1: 1,831 shares; 2026Q2: 1,837 shares 1,837 $400K 0.02% +6 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: 8,855 shares; 2024Q4: 8,855 shares; 2025Q1: 8,455 shares; 2025Q2: 8,755 shares; 2025Q3: 8,755 shares; 2025Q4: 8,955 shares; 2026Q1: 7,955 shares; 2026Q2: 7,930 shares 7,930 $400K 0.02% -25 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & 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: 8,456 shares; 2026Q1: 9,046 shares; 2026Q2: 7,916 shares 7,916 $399K 0.02% -1,130 Timeline SDVY 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: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 7,300 shares; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares 9,200 $397K 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,079 shares; 2024Q4: 7,072 shares; 2025Q1: 8,224 shares; 2025Q2: 8,355 shares; 2025Q3: 8,514 shares; 2025Q4: 10,016 shares; 2026Q1: 10,258 shares; 2026Q2: 9,559 shares 9,559 $396K 0.02% -699 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,136 shares; 2024Q4: 4,136 shares; 2025Q1: 4,149 shares; 2025Q2: 4,149 shares; 2025Q3: 4,149 shares; 2025Q4: 5,463 shares; 2026Q1: 5,213 shares; 2026Q2: 5,213 shares 5,213 $394K 0.02% 0 Timeline PPA 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: 2,115 shares; 2025Q4: 2,115 shares; 2026Q1: 2,115 shares; 2026Q2: 2,211 shares 2,211 $391K 0.02% +96 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: 3,847 shares; 2024Q4: 3,847 shares; 2025Q1: 3,497 shares; 2025Q2: 3,497 shares; 2025Q3: 3,497 shares; 2025Q4: 3,497 shares; 2026Q1: 3,416 shares; 2026Q2: 4,255 shares 4,255 $390K 0.02% +839 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,300 shares; 2024Q4: 42,000 shares; 2025Q1: 42,000 shares; 2025Q2: 42,000 shares; 2025Q3: 42,000 shares; 2025Q4: 42,000 shares; 2026Q1: 42,000 shares; 2026Q2: 42,000 shares 42,000 $389K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER 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: 4,750 shares; 2025Q4: 7,155 shares; 2026Q1: 7,265 shares; 2026Q2: 7,265 shares 7,265 $388K 0.02% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,315 shares; 2024Q4: 21,340 shares; 2025Q1: 18,775 shares; 2025Q2: 18,675 shares; 2025Q3: 19,475 shares; 2025Q4: 18,400 shares; 2026Q1: 21,025 shares; 2026Q2: 22,775 shares 22,775 $388K 0.02% +1,750 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $385K 0.02% 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: not reported; 2025Q2: 463 shares; 2025Q3: 503 shares; 2025Q4: 471 shares; 2026Q1: not reported; 2026Q2: 501 shares 501 $382K 0.02% new 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: not reported; 2024Q4: 1,713 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares; 2026Q2: 1,735 shares 1,735 $381K 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,946 shares; 2024Q4: 8,861 shares; 2025Q1: 9,061 shares; 2025Q2: 9,296 shares; 2025Q3: 9,116 shares; 2025Q4: 5,565 shares; 2026Q1: 5,035 shares; 2026Q2: 3,380 shares 3,380 $380K 0.02% -1,655 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: 1,394 shares; 2025Q4: 1,397 shares; 2026Q1: 1,418 shares; 2026Q2: 1,420 shares 1,420 $370K 0.02% +2 Timeline KNG 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: 6,424 shares; 2024Q4: 6,887 shares; 2025Q1: 5,926 shares; 2025Q2: 6,140 shares; 2025Q3: 6,124 shares; 2025Q4: 6,728 shares; 2026Q1: 7,044 shares; 2026Q2: 7,265 shares 7,265 $367K 0.02% +221 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,005 shares; 2024Q4: 4,115 shares; 2025Q1: 4,268 shares; 2025Q2: 4,527 shares; 2025Q3: 6,708 shares; 2025Q4: 6,131 shares; 2026Q1: 2,530 shares; 2026Q2: 1,578 shares 1,578 $363K 0.02% -952 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,562 shares; 2025Q4: 5,562 shares; 2026Q1: 5,562 shares; 2026Q2: 5,562 shares 5,562 $361K 0.02% 0 Timeline SBSI SOUTHSIDE BANCSHARES INC More: the full row for SOUTHSIDE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,524 shares; 2024Q4: 10,524 shares; 2025Q1: 10,924 shares; 2025Q2: 10,425 shares; 2025Q3: 9,392 shares; 2025Q4: 8,292 shares; 2026Q1: 10,009 shares; 2026Q2: 10,209 shares 10,209 $359K 0.02% +200 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,326 shares; 2024Q4: 3,256 shares; 2025Q1: 3,231 shares; 2025Q2: 3,231 shares; 2025Q3: 3,231 shares; 2025Q4: 3,179 shares; 2026Q1: 3,154 shares; 2026Q2: 3,254 shares 3,254 $358K 0.02% +100 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: 2,091 shares; 2024Q4: 2,043 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,400 shares; 2025Q4: 2,084 shares; 2026Q1: 2,311 shares; 2026Q2: 2,238 shares 2,238 $354K 0.02% -73 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: 2,644 shares; 2024Q4: 2,644 shares; 2025Q1: 2,614 shares; 2025Q2: 2,521 shares; 2025Q3: 2,384 shares; 2025Q4: 2,104 shares; 2026Q1: 2,104 shares; 2026Q2: 2,116 shares 2,116 $350K 0.02% +12 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,370 shares; 2025Q4: 2,370 shares; 2026Q1: 2,370 shares; 2026Q2: 2,370 shares 2,370 $347K 0.02% 0 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,700 shares; 2024Q4: 9,384 shares; 2025Q1: 9,384 shares; 2025Q2: 9,384 shares; 2025Q3: 8,384 shares; 2025Q4: 8,384 shares; 2026Q1: 8,384 shares; 2026Q2: 8,384 shares 8,384 $341K 0.02% 0 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: 1,192 shares; 2024Q4: 1,177 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 2,254 shares; 2026Q1: 2,219 shares; 2026Q2: 2,870 shares 2,870 $337K 0.02% +651 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,228 shares; 2025Q3: 3,228 shares; 2025Q4: 3,228 shares; 2026Q1: 3,359 shares; 2026Q2: 3,459 shares 3,459 $334K 0.02% +100 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 517 shares 517 $331K 0.02% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,910 shares; 2024Q4: 14,485 shares; 2025Q1: 14,635 shares; 2025Q2: 15,335 shares; 2025Q3: 16,410 shares; 2025Q4: 16,685 shares; 2026Q1: 16,650 shares; 2026Q2: 16,250 shares 16,250 $331K 0.02% -400 Timeline IBDT 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: 9,690 shares; 2025Q4: 13,640 shares; 2026Q1: 13,495 shares; 2026Q2: 13,095 shares 13,095 $331K 0.02% -400 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,482 shares; 2024Q4: 15,482 shares; 2025Q1: 13,832 shares; 2025Q2: 13,832 shares; 2025Q3: 13,832 shares; 2025Q4: 13,832 shares; 2026Q1: 13,036 shares; 2026Q2: 12,936 shares 12,936 $327K 0.02% -100 Timeline CCU COMPANIA CERVECERIAS UNIDAS More: the full row for COMPANIA CERVECERIAS UNIDAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,595 shares; 2024Q4: 30,200 shares; 2025Q1: 31,200 shares; 2025Q2: 31,200 shares; 2025Q3: 35,050 shares; 2025Q4: 29,250 shares; 2026Q1: 29,250 shares; 2026Q2: 29,100 shares 29,100 $326K 0.02% -150 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: 1,866 shares; 2026Q1: 1,862 shares; 2026Q2: 2,222 shares 2,222 $326K 0.02% +360 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,554 shares; 2024Q4: 6,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,968 shares; 2025Q4: 7,968 shares; 2026Q1: 8,064 shares; 2026Q2: 8,064 shares 8,064 $322K 0.02% 0 Timeline FNDE 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: 7,710 shares; 2024Q4: 7,710 shares; 2025Q1: 7,710 shares; 2025Q2: 7,710 shares; 2025Q3: 7,710 shares; 2025Q4: 7,710 shares; 2026Q1: 7,983 shares; 2026Q2: 7,983 shares 7,983 $317K 0.02% 0 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; 2024Q3: 1,393 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,413 shares; 2026Q2: 1,563 shares 1,563 $311K 0.02% +150 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,346 shares; 2026Q1: 1,491 shares; 2026Q2: 1,939 shares 1,939 $308K 0.02% +448 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: 2,110 shares; 2024Q4: 2,113 shares; 2025Q1: 2,115 shares; 2025Q2: 2,119 shares; 2025Q3: 2,121 shares; 2025Q4: 2,124 shares; 2026Q1: 1,790 shares; 2026Q2: 1,809 shares 1,809 $306K 0.02% +19 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,515 shares; 2024Q4: 10,220 shares; 2025Q1: 10,220 shares; 2025Q2: 10,030 shares; 2025Q3: 11,590 shares; 2025Q4: 9,520 shares; 2026Q1: 9,620 shares; 2026Q2: 9,920 shares 9,920 $298K 0.02% +300 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,817 shares; 2024Q4: 4,841 shares; 2025Q1: 4,141 shares; 2025Q2: 3,906 shares; 2025Q3: 4,443 shares; 2025Q4: 3,783 shares; 2026Q1: 3,741 shares; 2026Q2: 3,837 shares 3,837 $298K 0.02% +96 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,200 shares; 2024Q4: 7,200 shares; 2025Q1: 7,200 shares; 2025Q2: 7,200 shares; 2025Q3: 7,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,200 shares; 2026Q2: 7,200 shares 7,200 $297K 0.02% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,666 shares; 2024Q4: 6,666 shares; 2025Q1: 6,666 shares; 2025Q2: 6,666 shares; 2025Q3: 6,666 shares; 2025Q4: 6,666 shares; 2026Q1: 6,666 shares; 2026Q2: 6,666 shares 6,666 $296K 0.02% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares; 2025Q1: 3,685 shares; 2025Q2: 3,485 shares; 2025Q3: 3,485 shares; 2025Q4: 3,485 shares; 2026Q1: 3,485 shares; 2026Q2: 3,485 shares 3,485 $292K 0.02% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,110 shares 5,110 $290K 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: 401 shares; 2026Q2: 401 shares 401 $289K 0.02% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 614 shares; 2026Q2: 623 shares 623 $286K 0.02% +9 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,272 shares; 2024Q4: 3,272 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,272 shares; 2026Q1: 3,272 shares; 2026Q2: 3,272 shares 3,272 $284K 0.02% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG 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: not reported; 2026Q2: 1,877 shares 1,877 $283K 0.02% new 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: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 569 shares; 2026Q2: 569 shares 569 $279K 0.02% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,840 shares; 2024Q4: 1,840 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 1,965 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares; 2026Q2: 1,918 shares 1,918 $279K 0.02% -47 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: 250 shares; 2024Q4: 260 shares; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: not reported; 2026Q1: 264 shares; 2026Q2: 264 shares 264 $275K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,062 shares; 2024Q4: 3,379 shares; 2025Q1: 3,379 shares; 2025Q2: 2,746 shares; 2025Q3: not reported; 2025Q4: 2,846 shares; 2026Q1: 3,106 shares; 2026Q2: 3,106 shares 3,106 $270K 0.02% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,555 shares; 2024Q4: 5,630 shares; 2025Q1: 5,705 shares; 2025Q2: 5,605 shares; 2025Q3: 5,655 shares; 2025Q4: 5,080 shares; 2026Q1: 5,080 shares; 2026Q2: 5,280 shares 5,280 $270K 0.02% +200 Timeline IBDX 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: 7,985 shares; 2026Q1: 8,490 shares; 2026Q2: 10,590 shares 10,590 $267K 0.02% +2,100 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,853 shares 7,853 $263K 0.02% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,380 shares; 2024Q4: not reported; 2025Q1: 3,580 shares; 2025Q2: 3,540 shares; 2025Q3: 3,540 shares; 2025Q4: 3,596 shares; 2026Q1: 3,596 shares; 2026Q2: 3,446 shares 3,446 $259K 0.02% -150 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 752 shares 752 $258K 0.02% new Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,141 shares; 2026Q2: 1,391 shares 1,391 $256K 0.02% +250 Timeline VHT 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: 850 shares; 2024Q4: 850 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 850 shares; 2026Q2: 850 shares 850 $254K 0.02% 0 Timeline IBDS 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: 10,555 shares; 2026Q1: 10,530 shares; 2026Q2: 10,490 shares 10,490 $254K 0.02% -40 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,105 shares; 2024Q4: 3,105 shares; 2025Q1: 3,030 shares; 2025Q2: 3,030 shares; 2025Q3: 2,358 shares; 2025Q4: 2,188 shares; 2026Q1: 2,280 shares; 2026Q2: 2,280 shares 2,280 $254K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 977 shares; 2024Q4: 924 shares; 2025Q1: 864 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 714 shares; 2026Q2: 737 shares 737 $254K 0.02% +23 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,209 shares; 2026Q2: 1,224 shares 1,224 $252K 0.02% +15 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,240 shares; 2024Q4: 4,090 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,425 shares 4,425 $250K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,687 shares; 2025Q4: 2,952 shares; 2026Q1: 2,889 shares; 2026Q2: 2,889 shares 2,889 $244K 0.02% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 2,116 shares 2,116 $243K 0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,471 shares; 2025Q4: 2,740 shares; 2026Q1: 2,740 shares; 2026Q2: 2,635 shares 2,635 $241K 0.01% -105 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 374 shares 374 $239K 0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,315 shares; 2024Q4: 8,315 shares; 2025Q1: 8,315 shares; 2025Q2: 8,315 shares; 2025Q3: 7,715 shares; 2025Q4: 7,715 shares; 2026Q1: 7,715 shares; 2026Q2: 7,715 shares 7,715 $238K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,643 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,691 shares 1,691 $232K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,358 shares; 2025Q4: 4,433 shares; 2026Q1: 4,468 shares; 2026Q2: 4,468 shares 4,468 $231K 0.01% 0 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: 3,069 shares; 2024Q4: 2,726 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,376 shares; 2026Q1: 2,326 shares; 2026Q2: 2,326 shares 2,326 $227K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE 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: 2,000 shares 2,000 $227K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,514 shares; 2024Q4: 3,862 shares; 2025Q1: 3,862 shares; 2025Q2: 3,741 shares; 2025Q3: 3,741 shares; 2025Q4: not reported; 2026Q1: 5,462 shares; 2026Q2: 3,855 shares 3,855 $225K 0.01% -1,607 Timeline PRF 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: 4,147 shares 4,147 $224K 0.01% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,207 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,172 shares 4,172 $224K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,988 shares 3,988 $223K 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: 3,644 shares; 2025Q4: not reported; 2026Q1: 3,240 shares; 2026Q2: 3,244 shares 3,244 $222K 0.01% +4 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,129 shares; 2026Q1: 4,129 shares; 2026Q2: 4,034 shares 4,034 $218K 0.01% -95 Timeline SCZ 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: 2,648 shares; 2025Q4: 2,648 shares; 2026Q1: 2,648 shares; 2026Q2: 2,648 shares 2,648 $218K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,015 shares; 2024Q4: 2,845 shares; 2025Q1: 2,845 shares; 2025Q2: 2,845 shares; 2025Q3: 2,551 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,551 shares 2,551 $213K 0.01% new Timeline BOXX 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: 1,814 shares; 2026Q2: 1,814 shares 1,814 $212K 0.01% 0 Timeline JD JD.COM INC More: the full row for JD.COM 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: 8,325 shares 8,325 $212K 0.01% new Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,475 shares 3,475 $212K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,886 shares; 2026Q1: 2,886 shares; 2026Q2: 2,886 shares 2,886 $212K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,750 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares; 2026Q1: 5,628 shares; 2026Q2: 4,450 shares 4,450 $212K 0.01% -1,178 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B 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: 2,415 shares 2,415 $210K 0.01% new 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: 9,417 shares; 2024Q4: 8,882 shares; 2025Q1: 8,919 shares; 2025Q2: 10,523 shares; 2025Q3: 10,163 shares; 2025Q4: not reported; 2026Q1: 7,802 shares; 2026Q2: 9,935 shares 9,935 $206K 0.01% +2,133 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,611 shares 1,611 $204K 0.01% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,900 shares; 2024Q4: 5,900 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,400 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,400 shares 4,400 $203K 0.01% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,600 shares; 2026Q2: 3,600 shares 3,600 $203K 0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $202K 0.01% new Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 303 shares 303 $202K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254 shares; 2026Q1: 269 shares; 2026Q2: 265 shares 265 $200K 0.01% -4 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN 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: 11,685 shares 11,685 $92.8K 0.01% new Timeline SNDL SNDL INC More: the full row for SNDL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $13.5K <0.01% 0 Timeline IVVD INVIVYD INC More: the full row for INVIVYD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $8.72K <0.01% 0 Timeline