AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 94,798 shares; 2025Q1: 94,258 shares; 2025Q2: 92,648 shares; 2025Q3: 92,408 shares; 2025Q4: 96,528 shares; 2026Q1: 115,627 shares; 2026Q2: 117,657 shares 117,657 $34M 7.48% +2,030 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: not loaded; 2024Q4: 110,611 shares; 2025Q1: 110,073 shares; 2025Q2: 120,006 shares; 2025Q3: 119,998 shares; 2025Q4: 108,541 shares; 2026Q1: 110,913 shares; 2026Q2: 115,946 shares 115,946 $23.2M 5.1% +5,033 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: not loaded; 2024Q4: 50,589 shares; 2025Q1: 51,548 shares; 2025Q2: 50,369 shares; 2025Q3: 49,914 shares; 2025Q4: 47,049 shares; 2026Q1: 47,681 shares; 2026Q2: 49,008 shares 49,008 $18.3M 4.02% +1,327 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,355 shares; 2025Q1: 109,567 shares; 2025Q2: 130,899 shares; 2025Q3: not reported; 2025Q4: 162,029 shares; 2026Q1: 199,265 shares; 2026Q2: 209,479 shares 209,479 $17.2M 3.79% +10,214 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: not loaded; 2024Q4: 33,341 shares; 2025Q1: 33,136 shares; 2025Q2: 36,166 shares; 2025Q3: not reported; 2025Q4: 36,910 shares; 2026Q1: 35,741 shares; 2026Q2: 37,638 shares 37,638 $13.4M 2.95% +1,897 Timeline JSTC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 319,680 shares; 2025Q1: 348,869 shares; 2025Q2: 516,504 shares; 2025Q3: not reported; 2025Q4: 541,900 shares; 2026Q1: 579,447 shares; 2026Q2: 573,564 shares 573,564 $13.1M 2.88% -5,883 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 81,269 shares; 2025Q1: 94,028 shares; 2025Q2: 99,643 shares; 2025Q3: not reported; 2025Q4: 98,774 shares; 2026Q1: 97,849 shares; 2026Q2: 88,429 shares 88,429 $12.6M 2.77% -9,420 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290,098 shares; 2025Q3: not reported; 2025Q4: 303,029 shares; 2026Q1: 314,876 shares; 2026Q2: 369,592 shares 369,592 $12.3M 2.7% +54,716 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 218,868 shares; 2025Q1: 232,125 shares; 2025Q2: 226,836 shares; 2025Q3: not reported; 2025Q4: 715,779 shares; 2026Q1: 812,243 shares; 2026Q2: 880,979 shares 880,979 $10M 2.2% +68,736 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 55,675 shares; 2025Q1: 60,014 shares; 2025Q2: 62,688 shares; 2025Q3: not reported; 2025Q4: 63,969 shares; 2026Q1: 296,565 shares; 2026Q2: 355,772 shares 355,772 $8.59M 1.89% +59,207 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: not loaded; 2024Q4: 42,395 shares; 2025Q1: 42,234 shares; 2025Q2: 38,859 shares; 2025Q3: 38,853 shares; 2025Q4: 28,305 shares; 2026Q1: 32,427 shares; 2026Q2: 33,331 shares 33,331 $8.39M 1.84% +904 Timeline NXTE INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 469,470 shares; 2025Q1: 477,247 shares; 2025Q2: 476,210 shares; 2025Q3: not reported; 2025Q4: 205,017 shares; 2026Q1: 156,551 shares; 2026Q2: 141,248 shares 141,248 $7.69M 1.69% -15,303 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 236,745 shares; 2025Q1: 232,292 shares; 2025Q2: 231,353 shares; 2025Q3: 231,200 shares; 2025Q4: 209,221 shares; 2026Q1: 202,089 shares; 2026Q2: 193,258 shares 193,258 $7.55M 1.66% -8,831 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: not loaded; 2024Q4: 19,490 shares; 2025Q1: 18,789 shares; 2025Q2: 17,595 shares; 2025Q3: 17,467 shares; 2025Q4: 17,773 shares; 2026Q1: 17,783 shares; 2026Q2: 19,131 shares 19,131 $6.75M 1.48% +1,348 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: not loaded; 2024Q4: 5,422 shares; 2025Q1: 5,399 shares; 2025Q2: 5,538 shares; 2025Q3: 5,375 shares; 2025Q4: 5,414 shares; 2026Q1: 5,498 shares; 2026Q2: 5,609 shares 5,609 $6.73M 1.48% +111 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: not loaded; 2024Q4: 15,734 shares; 2025Q1: 15,765 shares; 2025Q2: 15,358 shares; 2025Q3: 15,326 shares; 2025Q4: 16,508 shares; 2026Q1: 16,546 shares; 2026Q2: 17,036 shares 17,036 $5.58M 1.22% +490 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: not loaded; 2024Q4: 27,071 shares; 2025Q1: 27,144 shares; 2025Q2: 26,655 shares; 2025Q3: 24,139 shares; 2025Q4: 21,694 shares; 2026Q1: 21,026 shares; 2026Q2: 11,518 shares 11,518 $5.5M 1.21% -9,508 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2,378 shares; 2025Q4: 2 shares; 2026Q1: 7 shares; 2026Q2: 7 shares 7 $5.24M 1.15% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,454 shares; 2025Q1: 22,292 shares; 2025Q2: 20,772 shares; 2025Q3: not reported; 2025Q4: 16,728 shares; 2026Q1: 17,386 shares; 2026Q2: 15,212 shares 15,212 $5.19M 1.14% -2,174 Timeline OWNS QUAKER INVT TR More: the full row for QUAKER INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 84,251 shares; 2025Q1: 89,885 shares; 2025Q2: 112,989 shares; 2025Q3: not reported; 2025Q4: 165,205 shares; 2026Q1: 256,409 shares; 2026Q2: 295,066 shares 295,066 $5.1M 1.12% +38,657 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: not loaded; 2024Q4: 10,906 shares; 2025Q1: 12,422 shares; 2025Q2: 10,653 shares; 2025Q3: 10,462 shares; 2025Q4: 8,067 shares; 2026Q1: 7,937 shares; 2026Q2: 8,532 shares 8,532 $4.38M 0.96% +595 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: not loaded; 2024Q4: 10,665 shares; 2025Q1: 10,685 shares; 2025Q2: 10,109 shares; 2025Q3: 45,629 shares; 2025Q4: 10,768 shares; 2026Q1: 11,682 shares; 2026Q2: 12,260 shares 12,260 $4.33M 0.95% +578 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 loaded; 2024Q4: 4,600 shares; 2025Q1: 4,601 shares; 2025Q2: 4,136 shares; 2025Q3: 4,572 shares; 2025Q4: 3,399 shares; 2026Q1: 3,036 shares; 2026Q2: 1,950 shares 1,950 $3.88M 0.85% -1,086 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: not loaded; 2024Q4: 3,077 shares; 2025Q1: 3,127 shares; 2025Q2: 3,184 shares; 2025Q3: 3,180 shares; 2025Q4: 3,320 shares; 2026Q1: 3,341 shares; 2026Q2: 4,144 shares 4,144 $3.88M 0.85% +803 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,527 shares; 2025Q1: 38,415 shares; 2025Q2: 38,708 shares; 2025Q3: not reported; 2025Q4: 36,934 shares; 2026Q1: 45,282 shares; 2026Q2: 43,995 shares 43,995 $3.55M 0.78% -1,287 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: not loaded; 2024Q4: 12,652 shares; 2025Q1: 12,745 shares; 2025Q2: 16,936 shares; 2025Q3: 16,881 shares; 2025Q4: 18,251 shares; 2026Q1: 22,699 shares; 2026Q2: 23,677 shares 23,677 $3.47M 0.76% +978 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: not loaded; 2024Q4: 4,634 shares; 2025Q1: 4,326 shares; 2025Q2: 2,281 shares; 2025Q3: 2,119 shares; 2025Q4: 2,836 shares; 2026Q1: 2,891 shares; 2026Q2: 5,900 shares 5,900 $3.43M 0.75% +3,009 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: not loaded; 2024Q4: 41,835 shares; 2025Q1: 41,827 shares; 2025Q2: 38,102 shares; 2025Q3: 38,116 shares; 2025Q4: 30,998 shares; 2026Q1: 35,470 shares; 2026Q2: 35,541 shares 35,541 $3.22M 0.71% +71 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 103,578 shares; 2025Q1: 94,897 shares; 2025Q2: 92,137 shares; 2025Q3: 90,664 shares; 2025Q4: 85,066 shares; 2026Q1: 79,816 shares; 2026Q2: 79,241 shares 79,241 $2.94M 0.65% -575 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: not loaded; 2024Q4: 2,583 shares; 2025Q1: 2,593 shares; 2025Q2: 2,643 shares; 2025Q3: 2,646 shares; 2025Q4: 2,213 shares; 2026Q1: 2,158 shares; 2026Q2: 3,894 shares 3,894 $2.91M 0.64% +1,736 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: not loaded; 2024Q4: 8,011 shares; 2025Q1: 8,158 shares; 2025Q2: 8,317 shares; 2025Q3: 8,320 shares; 2025Q4: 8,319 shares; 2026Q1: 8,331 shares; 2026Q2: 8,506 shares 8,506 $2.88M 0.63% +175 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: not loaded; 2024Q4: 25,395 shares; 2025Q1: 25,036 shares; 2025Q2: 26,014 shares; 2025Q3: 25,885 shares; 2025Q4: 26,097 shares; 2026Q1: 26,379 shares; 2026Q2: 25,520 shares 25,520 $2.74M 0.6% -859 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: not loaded; 2024Q4: 5,146 shares; 2025Q1: 5,362 shares; 2025Q2: 6,306 shares; 2025Q3: 6,324 shares; 2025Q4: 6,892 shares; 2026Q1: 7,127 shares; 2026Q2: 7,586 shares 7,586 $2.6M 0.57% +459 Timeline CVMC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,611 shares; 2025Q1: 6,083 shares; 2025Q2: 6,097 shares; 2025Q3: not reported; 2025Q4: 22,318 shares; 2026Q1: 31,380 shares; 2026Q2: 33,504 shares 33,504 $2.55M 0.56% +2,124 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,360 shares 13,360 $2.53M 0.56% new 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: not loaded; 2024Q4: 8,380 shares; 2025Q1: 9,792 shares; 2025Q2: 8,505 shares; 2025Q3: 8,529 shares; 2025Q4: 6,285 shares; 2026Q1: 5,865 shares; 2026Q2: 5,929 shares 5,929 $2.53M 0.55% +64 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: not loaded; 2024Q4: 6,823 shares; 2025Q1: 6,519 shares; 2025Q2: 7,342 shares; 2025Q3: 7,294 shares; 2025Q4: 7,424 shares; 2026Q1: 8,606 shares; 2026Q2: 9,613 shares 9,613 $2.44M 0.54% +1,007 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,181 shares; 2026Q1: 37,871 shares; 2026Q2: 37,894 shares 37,894 $2.28M 0.5% +23 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,805 shares; 2025Q1: 12,503 shares; 2025Q2: 11,746 shares; 2025Q3: 11,768 shares; 2025Q4: 8,798 shares; 2026Q1: 8,007 shares; 2026Q2: 8,021 shares 8,021 $2.23M 0.49% +14 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: not loaded; 2024Q4: 9,929 shares; 2025Q1: 10,293 shares; 2025Q2: 8,249 shares; 2025Q3: 7,702 shares; 2025Q4: 7,033 shares; 2026Q1: 6,760 shares; 2026Q2: 7,832 shares 7,832 $2.13M 0.47% +1,072 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: not loaded; 2024Q4: 9,279 shares; 2025Q1: 9,194 shares; 2025Q2: 2,870 shares; 2025Q3: 2,883 shares; 2025Q4: 3,831 shares; 2026Q1: 5,102 shares; 2026Q2: 5,412 shares 5,412 $2.04M 0.45% +310 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 loaded; 2024Q4: 2,904 shares; 2025Q1: 2,913 shares; 2025Q2: 3,329 shares; 2025Q3: 3,408 shares; 2025Q4: 3,936 shares; 2026Q1: 4,033 shares; 2026Q2: 4,717 shares 4,717 $2.04M 0.45% +684 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 12,700 shares; 2025Q1: 12,739 shares; 2025Q2: 11,741 shares; 2025Q3: 11,024 shares; 2025Q4: 8,304 shares; 2026Q1: 8,148 shares; 2026Q2: 8,232 shares 8,232 $2.03M 0.45% +84 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: not loaded; 2024Q4: 13,984 shares; 2025Q1: 12,571 shares; 2025Q2: 13,759 shares; 2025Q3: 13,703 shares; 2025Q4: 14,688 shares; 2026Q1: 14,589 shares; 2026Q2: 15,454 shares 15,454 $1.99M 0.44% +865 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,217 shares; 2025Q1: 17,058 shares; 2025Q2: 16,427 shares; 2025Q3: 16,273 shares; 2025Q4: 12,612 shares; 2026Q1: 12,616 shares; 2026Q2: 14,349 shares 14,349 $1.94M 0.43% +1,733 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,965 shares; 2025Q1: 16,905 shares; 2025Q2: 16,703 shares; 2025Q3: 17,387 shares; 2025Q4: 17,492 shares; 2026Q1: 20,115 shares; 2026Q2: 20,933 shares 20,933 $1.89M 0.42% +818 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: not loaded; 2024Q4: 13,810 shares; 2025Q1: 14,028 shares; 2025Q2: 15,126 shares; 2025Q3: 15,162 shares; 2025Q4: 15,391 shares; 2026Q1: 15,572 shares; 2026Q2: 16,082 shares 16,082 $1.89M 0.41% +510 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 loaded; 2024Q4: 3,166 shares; 2025Q1: 8,079 shares; 2025Q2: 7,181 shares; 2025Q3: 7,214 shares; 2025Q4: 5,880 shares; 2026Q1: 5,593 shares; 2026Q2: 3,786 shares 3,786 $1.86M 0.41% -1,807 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,723 shares; 2025Q1: 15,560 shares; 2025Q2: 14,488 shares; 2025Q3: 14,233 shares; 2025Q4: 14,351 shares; 2026Q1: 14,573 shares; 2026Q2: 14,038 shares 14,038 $1.85M 0.41% -535 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: not loaded; 2024Q4: 9,234 shares; 2025Q1: 9,201 shares; 2025Q2: 7,808 shares; 2025Q3: 7,818 shares; 2025Q4: 6,684 shares; 2026Q1: 6,554 shares; 2026Q2: 3,468 shares 3,468 $1.8M 0.4% -3,086 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,921 shares; 2025Q1: 9,827 shares; 2025Q2: 9,778 shares; 2025Q3: 7,999 shares; 2025Q4: 6,526 shares; 2026Q1: 6,474 shares; 2026Q2: 7,536 shares 7,536 $1.78M 0.39% +1,062 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,102 shares; 2025Q2: 11,908 shares; 2025Q3: 11,544 shares; 2025Q4: 13,984 shares; 2026Q1: 12,754 shares; 2026Q2: 12,717 shares 12,717 $1.77M 0.39% -37 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,979 shares; 2025Q1: 17,825 shares; 2025Q2: 17,753 shares; 2025Q3: not reported; 2025Q4: 23,563 shares; 2026Q1: 26,489 shares; 2026Q2: 43,327 shares 43,327 $1.73M 0.38% +16,838 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,428 shares; 2025Q1: 14,211 shares; 2025Q2: 14,476 shares; 2025Q3: 14,364 shares; 2025Q4: 12,300 shares; 2026Q1: 15,252 shares; 2026Q2: 14,557 shares 14,557 $1.72M 0.38% -695 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,558 shares; 2025Q1: 11,417 shares; 2025Q2: 10,346 shares; 2025Q3: 10,270 shares; 2025Q4: 5,398 shares; 2026Q1: 5,306 shares; 2026Q2: 5,170 shares 5,170 $1.71M 0.37% -136 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: not loaded; 2024Q4: 4,605 shares; 2025Q1: 4,783 shares; 2025Q2: 4,848 shares; 2025Q3: 4,805 shares; 2025Q4: 5,396 shares; 2026Q1: 5,837 shares; 2026Q2: 6,050 shares 6,050 $1.7M 0.37% +213 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,719 shares; 2025Q3: 7,808 shares; 2025Q4: 11,531 shares; 2026Q1: 16,202 shares; 2026Q2: 16,818 shares 16,818 $1.7M 0.37% +616 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,531 shares; 2025Q1: 1,431 shares; 2025Q2: 1,555 shares; 2025Q3: 1,490 shares; 2025Q4: 2,282 shares; 2026Q1: 2,272 shares; 2026Q2: 2,630 shares 2,630 $1.67M 0.37% +358 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,492 shares; 2026Q2: 3,336 shares 3,336 $1.65M 0.36% +844 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: not loaded; 2024Q4: 13,178 shares; 2025Q1: 12,960 shares; 2025Q2: 13,587 shares; 2025Q3: 13,196 shares; 2025Q4: 13,280 shares; 2026Q1: 13,228 shares; 2026Q2: 11,834 shares 11,834 $1.6M 0.35% -1,394 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: not loaded; 2024Q4: 16,318 shares; 2025Q1: 16,095 shares; 2025Q2: 14,907 shares; 2025Q3: 17,360 shares; 2025Q4: 13,542 shares; 2026Q1: 9,599 shares; 2026Q2: 9,674 shares 9,674 $1.58M 0.35% +75 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 31,301 shares; 2025Q1: 26,705 shares; 2025Q2: 26,056 shares; 2025Q3: not reported; 2025Q4: 16,197 shares; 2026Q1: 15,931 shares; 2026Q2: 13,600 shares 13,600 $1.55M 0.34% -2,331 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,643 shares; 2025Q1: 9,530 shares; 2025Q2: 9,075 shares; 2025Q3: 7,558 shares; 2025Q4: 6,068 shares; 2026Q1: 6,244 shares; 2026Q2: 5,647 shares 5,647 $1.52M 0.33% -597 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,808 shares; 2025Q1: 4,161 shares; 2025Q2: 3,796 shares; 2025Q3: 3,809 shares; 2025Q4: 16,453 shares; 2026Q1: 16,193 shares; 2026Q2: 14,928 shares 14,928 $1.48M 0.33% -1,265 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: not loaded; 2024Q4: 5,041 shares; 2025Q1: 13,915 shares; 2025Q2: 15,662 shares; 2025Q3: 15,725 shares; 2025Q4: 12,993 shares; 2026Q1: 12,725 shares; 2026Q2: 11,677 shares 11,677 $1.44M 0.32% -1,048 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,017 shares; 2025Q3: 3,860 shares; 2025Q4: 4,500 shares; 2026Q1: 4,241 shares; 2026Q2: 5,575 shares 5,575 $1.42M 0.31% +1,334 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,734 shares; 2025Q1: 27,532 shares; 2025Q2: 16,595 shares; 2025Q3: 16,750 shares; 2025Q4: not reported; 2026Q1: 12,277 shares; 2026Q2: 11,857 shares 11,857 $1.41M 0.31% -420 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: not loaded; 2024Q4: 4,791 shares; 2025Q1: 4,737 shares; 2025Q2: 3,752 shares; 2025Q3: 3,784 shares; 2025Q4: 4,366 shares; 2026Q1: 4,510 shares; 2026Q2: 3,879 shares 3,879 $1.4M 0.31% -631 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: not loaded; 2024Q4: 4,752 shares; 2025Q1: 4,768 shares; 2025Q2: 20,477 shares; 2025Q3: 20,789 shares; 2025Q4: 21,260 shares; 2026Q1: 21,266 shares; 2026Q2: 5,844 shares 5,844 $1.39M 0.31% -15,422 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,931 shares; 2025Q1: 9,620 shares; 2025Q2: 10,001 shares; 2025Q3: not reported; 2025Q4: 10,482 shares; 2026Q1: 15,331 shares; 2026Q2: 16,181 shares 16,181 $1.39M 0.3% +850 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: not loaded; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,644 shares; 2026Q1: 1,846 shares; 2026Q2: 3,708 shares 3,708 $1.39M 0.3% +1,862 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,717 shares; 2025Q1: 9,622 shares; 2025Q2: 8,454 shares; 2025Q3: 8,467 shares; 2025Q4: 5,960 shares; 2026Q1: 6,006 shares; 2026Q2: 7,474 shares 7,474 $1.34M 0.29% +1,468 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: not loaded; 2024Q4: 2,479 shares; 2025Q1: 2,508 shares; 2025Q2: 4,174 shares; 2025Q3: 4,189 shares; 2025Q4: 4,267 shares; 2026Q1: 4,417 shares; 2026Q2: 4,451 shares 4,451 $1.33M 0.29% +34 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: not loaded; 2024Q4: 8,797 shares; 2025Q1: 8,488 shares; 2025Q2: 8,512 shares; 2025Q3: 8,518 shares; 2025Q4: 8,472 shares; 2026Q1: 8,859 shares; 2026Q2: 7,976 shares 7,976 $1.29M 0.28% -883 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: not loaded; 2024Q4: 16,882 shares; 2025Q1: 17,387 shares; 2025Q2: 18,543 shares; 2025Q3: 18,570 shares; 2025Q4: 20,306 shares; 2026Q1: 19,502 shares; 2026Q2: 21,992 shares 21,992 $1.25M 0.28% +2,490 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,913 shares; 2025Q4: 28,167 shares; 2026Q1: 29,862 shares; 2026Q2: 30,936 shares 30,936 $1.21M 0.27% +1,074 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: not loaded; 2024Q4: 1,328 shares; 2025Q1: 1,319 shares; 2025Q2: 1,319 shares; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,281 shares; 2026Q2: 1,621 shares 1,621 $1.19M 0.26% +340 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: not loaded; 2024Q4: 2,376 shares; 2025Q1: 2,376 shares; 2025Q2: 2,394 shares; 2025Q3: not reported; 2025Q4: 2,036 shares; 2026Q1: 2,740 shares; 2026Q2: 2,384 shares 2,384 $1.19M 0.26% -356 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 763 shares; 2025Q4: 798 shares; 2026Q1: 908 shares; 2026Q2: 989 shares 989 $1.16M 0.26% +81 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,705 shares; 2026Q1: 2,841 shares; 2026Q2: 1,602 shares 1,602 $1.16M 0.25% -1,239 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,650 shares; 2026Q2: 14,022 shares 14,022 $1.16M 0.25% +5,372 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 50,372 shares; 2025Q1: 38,189 shares; 2025Q2: 37,671 shares; 2025Q3: 36,887 shares; 2025Q4: 35,777 shares; 2026Q1: 34,784 shares; 2026Q2: 32,860 shares 32,860 $1.14M 0.25% -1,924 Timeline RNRG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,895 shares; 2026Q1: 29,819 shares; 2026Q2: 32,048 shares 32,048 $1.14M 0.25% +2,229 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 16,075 shares; 2025Q1: 15,855 shares; 2025Q2: 14,799 shares; 2025Q3: 14,836 shares; 2025Q4: 11,001 shares; 2026Q1: 8,778 shares; 2026Q2: 8,756 shares 8,756 $1.13M 0.25% -22 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,481 shares; 2025Q3: 2,514 shares; 2025Q4: 2,838 shares; 2026Q1: 2,770 shares; 2026Q2: 2,804 shares 2,804 $1.11M 0.24% +34 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: not loaded; 2024Q4: 1,523 shares; 2025Q1: 1,521 shares; 2025Q2: 1,659 shares; 2025Q3: 1,668 shares; 2025Q4: 13,672 shares; 2026Q1: 14,493 shares; 2026Q2: 15,045 shares 15,045 $1.07M 0.24% +552 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: not loaded; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 464 shares; 2025Q3: not reported; 2025Q4: 464 shares; 2026Q1: 464 shares; 2026Q2: 1,420 shares 1,420 $1.06M 0.23% +956 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: not loaded; 2024Q4: 2,918 shares; 2025Q1: 2,922 shares; 2025Q2: 3,091 shares; 2025Q3: 3,082 shares; 2025Q4: 3,081 shares; 2026Q1: 3,077 shares; 2026Q2: 3,100 shares 3,100 $1.06M 0.23% +23 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,620 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,464 shares; 2026Q2: 1,845 shares 1,845 $1.03M 0.23% +381 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,627 shares; 2025Q3: 3,385 shares; 2025Q4: 3,541 shares; 2026Q1: 5,017 shares; 2026Q2: 4,935 shares 4,935 $1.02M 0.22% -82 Timeline AMAL AMALGAMATED FINANCIAL CORP More: the full row for AMALGAMATED FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 20,648 shares; 2025Q1: 20,495 shares; 2025Q2: 21,147 shares; 2025Q3: 19,656 shares; 2025Q4: 22,477 shares; 2026Q1: 22,239 shares; 2026Q2: 22,061 shares 22,061 $1.01M 0.22% -178 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,480 shares; 2025Q3: 7,488 shares; 2025Q4: 7,488 shares; 2026Q1: 7,557 shares; 2026Q2: 5,739 shares 5,739 $1.01M 0.22% -1,818 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: not loaded; 2024Q4: 4,981 shares; 2025Q1: 4,995 shares; 2025Q2: 3,816 shares; 2025Q3: 3,525 shares; 2025Q4: 3,759 shares; 2026Q1: 3,773 shares; 2026Q2: 4,507 shares 4,507 $1.01M 0.22% +734 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: not loaded; 2024Q4: 16,823 shares; 2025Q1: 16,823 shares; 2025Q2: 14,232 shares; 2025Q3: 14,232 shares; 2025Q4: 14,232 shares; 2026Q1: 14,244 shares; 2026Q2: 16,679 shares 16,679 $1.01M 0.22% +2,435 Timeline TAN 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 loaded; 2024Q4: 20,817 shares; 2025Q1: 19,791 shares; 2025Q2: 22,353 shares; 2025Q3: not reported; 2025Q4: 19,668 shares; 2026Q1: 17,359 shares; 2026Q2: 16,946 shares 16,946 $1M 0.22% -413 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,363 shares; 2025Q1: 25,140 shares; 2025Q2: 24,971 shares; 2025Q3: 25,104 shares; 2025Q4: 17,684 shares; 2026Q1: 17,821 shares; 2026Q2: 14,847 shares 14,847 $996K 0.22% -2,974 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,547 shares; 2025Q1: 7,426 shares; 2025Q2: 6,964 shares; 2025Q3: 7,055 shares; 2025Q4: 5,192 shares; 2026Q1: 5,286 shares; 2026Q2: 5,065 shares 5,065 $984K 0.22% -221 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: not loaded; 2024Q4: 14,196 shares; 2025Q1: 8,879 shares; 2025Q2: 8,007 shares; 2025Q3: 7,877 shares; 2025Q4: 7,491 shares; 2026Q1: 7,509 shares; 2026Q2: 9,532 shares 9,532 $974K 0.21% +2,023 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,161 shares; 2025Q1: 1,199 shares; 2025Q2: 1,113 shares; 2025Q3: 1,119 shares; 2025Q4: 926 shares; 2026Q1: 909 shares; 2026Q2: 563 shares 563 $955K 0.21% -346 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 693 shares; 2025Q2: 826 shares; 2025Q3: 1,120 shares; 2025Q4: 845 shares; 2026Q1: 852 shares; 2026Q2: 844 shares 844 $955K 0.21% -8 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 296 shares; 2025Q3: 298 shares; 2025Q4: 301 shares; 2026Q1: 299 shares; 2026Q2: 3,088 shares 3,088 $931K 0.2% +2,789 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,987 shares; 2025Q1: 5,066 shares; 2025Q2: 2,865 shares; 2025Q3: 2,941 shares; 2025Q4: 7,102 shares; 2026Q1: 7,072 shares; 2026Q2: 7,354 shares 7,354 $929K 0.2% +282 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 loaded; 2024Q4: 2,950 shares; 2025Q1: 3,668 shares; 2025Q2: 3,061 shares; 2025Q3: not reported; 2025Q4: 5,811 shares; 2026Q1: 5,188 shares; 2026Q2: 6,008 shares 6,008 $926K 0.2% +820 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 555 shares; 2026Q2: 1,563 shares 1,563 $902K 0.2% +1,008 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: not loaded; 2024Q4: 4,245 shares; 2025Q1: 2,950 shares; 2025Q2: 2,707 shares; 2025Q3: 2,711 shares; 2025Q4: 2,879 shares; 2026Q1: 2,755 shares; 2026Q2: 2,789 shares 2,789 $878K 0.19% +34 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,374 shares; 2025Q1: 37,258 shares; 2025Q2: 32,965 shares; 2025Q3: 32,923 shares; 2025Q4: 22,194 shares; 2026Q1: 22,452 shares; 2026Q2: 25,496 shares 25,496 $866K 0.19% +3,044 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 36,083 shares; 2025Q1: 39,002 shares; 2025Q2: 37,438 shares; 2025Q3: not reported; 2025Q4: 38,184 shares; 2026Q1: 35,077 shares; 2026Q2: 42,120 shares 42,120 $863K 0.19% +7,043 Timeline SHEN SHENANDOAH TELECOMMUNICATION More: the full row for SHENANDOAH TELECOMMUNICATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 67,778 shares; 2025Q1: 68,302 shares; 2025Q2: 67,697 shares; 2025Q3: 62,373 shares; 2025Q4: 62,373 shares; 2026Q1: 57,195 shares; 2026Q2: 57,195 shares 57,195 $862K 0.19% 0 Timeline FIW 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 loaded; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 3,324 shares; 2025Q3: not reported; 2025Q4: 5,074 shares; 2026Q1: 6,511 shares; 2026Q2: 7,851 shares 7,851 $859K 0.19% +1,340 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,770 shares; 2025Q1: 45,812 shares; 2025Q2: 46,022 shares; 2025Q3: 52,520 shares; 2025Q4: 49,339 shares; 2026Q1: 56,148 shares; 2026Q2: 52,100 shares 52,100 $842K 0.18% -4,048 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: not loaded; 2024Q4: 6,402 shares; 2025Q1: 6,105 shares; 2025Q2: 6,899 shares; 2025Q3: 6,781 shares; 2025Q4: 7,491 shares; 2026Q1: 7,949 shares; 2026Q2: 5,554 shares 5,554 $841K 0.18% -2,395 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 19,881 shares; 2025Q1: 19,333 shares; 2025Q2: 17,926 shares; 2025Q3: not reported; 2025Q4: 7,793 shares; 2026Q1: 7,733 shares; 2026Q2: 7,712 shares 7,712 $839K 0.18% -21 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 88,100 shares; 2025Q1: 88,095 shares; 2025Q2: 96,241 shares; 2025Q3: 96,973 shares; 2025Q4: 172,439 shares; 2026Q1: 172,976 shares; 2026Q2: 89,579 shares 89,579 $835K 0.18% -83,397 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,507 shares; 2026Q1: 3,435 shares; 2026Q2: 3,435 shares 3,435 $832K 0.18% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,591 shares; 2026Q2: 28,409 shares 28,409 $820K 0.18% +6,818 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: not loaded; 2024Q4: 3,851 shares; 2025Q1: 3,839 shares; 2025Q2: 4,042 shares; 2025Q3: 4,010 shares; 2025Q4: 4,702 shares; 2026Q1: 5,007 shares; 2026Q2: 5,116 shares 5,116 $801K 0.18% +109 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,220 shares; 2026Q1: 1,585 shares; 2026Q2: 9,255 shares 9,255 $797K 0.18% +7,670 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,081 shares; 2025Q1: 7,958 shares; 2025Q2: 8,545 shares; 2025Q3: not reported; 2025Q4: 9,722 shares; 2026Q1: 10,147 shares; 2026Q2: 15,294 shares 15,294 $797K 0.18% +5,147 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,226 shares; 2025Q1: 3,542 shares; 2025Q2: 3,066 shares; 2025Q3: 3,130 shares; 2025Q4: 3,328 shares; 2026Q1: 3,277 shares; 2026Q2: 3,327 shares 3,327 $791K 0.17% +50 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,467 shares; 2025Q1: 10,544 shares; 2025Q2: 11,100 shares; 2025Q3: 4,679 shares; 2025Q4: 5,073 shares; 2026Q1: 6,246 shares; 2026Q2: 6,220 shares 6,220 $755K 0.17% -26 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,832 shares; 2025Q1: 2,810 shares; 2025Q2: 2,828 shares; 2025Q3: 2,827 shares; 2025Q4: 2,795 shares; 2026Q1: 2,745 shares; 2026Q2: 2,743 shares 2,743 $742K 0.16% -2 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,132 shares; 2025Q2: 8,136 shares; 2025Q3: not reported; 2025Q4: 10,684 shares; 2026Q1: 10,608 shares; 2026Q2: 16,662 shares 16,662 $707K 0.16% +6,054 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: not loaded; 2024Q4: 1,607 shares; 2025Q1: 1,430 shares; 2025Q2: 1,695 shares; 2025Q3: not reported; 2025Q4: 1,695 shares; 2026Q1: 1,487 shares; 2026Q2: 2,342 shares 2,342 $703K 0.15% +855 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,984 shares; 2026Q2: 10,232 shares 10,232 $689K 0.15% +3,248 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,334 shares; 2025Q2: 3,899 shares; 2025Q3: 3,924 shares; 2025Q4: 4,036 shares; 2026Q1: 15,861 shares; 2026Q2: 16,067 shares 16,067 $685K 0.15% +206 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,338 shares; 2025Q1: 1,336 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,608 shares; 2026Q1: 1,755 shares; 2026Q2: 1,769 shares 1,769 $663K 0.15% +14 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,319 shares; 2025Q1: 3,323 shares; 2025Q2: 3,351 shares; 2025Q3: 3,421 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares; 2026Q2: 3,561 shares 3,561 $659K 0.14% +31 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 630 shares; 2025Q1: 817 shares; 2025Q2: 1,016 shares; 2025Q3: 948 shares; 2025Q4: 1,173 shares; 2026Q1: 1,265 shares; 2026Q2: 1,294 shares 1,294 $642K 0.14% +29 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,304 shares 5,304 $631K 0.14% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 849 shares; 2025Q4: 932 shares; 2026Q1: 1,026 shares; 2026Q2: 649 shares 649 $626K 0.14% -377 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: not loaded; 2024Q4: 11,602 shares; 2025Q1: 10,113 shares; 2025Q2: 11,666 shares; 2025Q3: 11,453 shares; 2025Q4: 12,732 shares; 2026Q1: 13,643 shares; 2026Q2: 14,713 shares 14,713 $622K 0.14% +1,070 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 63 shares; 2025Q1: 89 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: 114 shares; 2026Q1: 133 shares; 2026Q2: 3,452 shares 3,452 $615K 0.14% +3,319 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: not loaded; 2024Q4: 3,907 shares; 2025Q1: 3,515 shares; 2025Q2: 2,772 shares; 2025Q3: 2,766 shares; 2025Q4: 2,760 shares; 2026Q1: 2,717 shares; 2026Q2: 2,743 shares 2,743 $604K 0.13% +26 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,760 shares; 2025Q1: 6,461 shares; 2025Q2: 6,457 shares; 2025Q3: 6,446 shares; 2025Q4: 7,372 shares; 2026Q1: 7,290 shares; 2026Q2: 6,344 shares 6,344 $603K 0.13% -946 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 405 shares; 2025Q1: 409 shares; 2025Q2: 315 shares; 2025Q3: 298 shares; 2025Q4: 387 shares; 2026Q1: 380 shares; 2026Q2: 567 shares 567 $590K 0.13% +187 Timeline VGIT 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: not loaded; 2024Q4: 4,895 shares; 2025Q1: 6,774 shares; 2025Q2: 7,321 shares; 2025Q3: not reported; 2025Q4: 6,492 shares; 2026Q1: 9,200 shares; 2026Q2: 9,974 shares 9,974 $588K 0.13% +774 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares; 2026Q2: 5,100 shares 5,100 $588K 0.13% 0 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,675 shares; 2025Q1: 7,155 shares; 2025Q2: 8,709 shares; 2025Q3: not reported; 2025Q4: 10,064 shares; 2026Q1: 14,742 shares; 2026Q2: 12,539 shares 12,539 $585K 0.13% -2,203 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,303 shares; 2025Q1: 4,941 shares; 2025Q2: 5,097 shares; 2025Q3: 5,088 shares; 2025Q4: 4,912 shares; 2026Q1: 5,500 shares; 2026Q2: 6,450 shares 6,450 $583K 0.13% +950 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,667 shares; 2025Q1: 4,676 shares; 2025Q2: 5,029 shares; 2025Q3: 4,738 shares; 2025Q4: 5,048 shares; 2026Q1: 5,691 shares; 2026Q2: 6,310 shares 6,310 $578K 0.13% +619 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: not loaded; 2024Q4: not reported; 2025Q1: 10,488 shares; 2025Q2: 10,493 shares; 2025Q3: not reported; 2025Q4: 10,493 shares; 2026Q1: 11,257 shares; 2026Q2: 11,257 shares 11,257 $574K 0.13% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,360 shares; 2025Q1: 10,360 shares; 2025Q2: 10,354 shares; 2025Q3: not reported; 2025Q4: 8,572 shares; 2026Q1: 7,908 shares; 2026Q2: 7,918 shares 7,918 $574K 0.13% +10 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,366 shares; 2025Q3: 3,365 shares; 2025Q4: 3,452 shares; 2026Q1: 3,200 shares; 2026Q2: 3,205 shares 3,205 $572K 0.13% +5 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 9,060 shares; 2025Q1: 9,043 shares; 2025Q2: 9,177 shares; 2025Q3: not reported; 2025Q4: 10,166 shares; 2026Q1: 10,077 shares; 2026Q2: 11,242 shares 11,242 $569K 0.12% +1,165 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,705 shares; 2026Q1: 1,872 shares; 2026Q2: 1,314 shares 1,314 $567K 0.12% -558 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: not loaded; 2024Q4: 4,351 shares; 2025Q1: 4,221 shares; 2025Q2: 2,682 shares; 2025Q3: 2,661 shares; 2025Q4: 2,926 shares; 2026Q1: 3,062 shares; 2026Q2: 2,951 shares 2,951 $562K 0.12% -111 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,406 shares; 2025Q1: 12,244 shares; 2025Q2: 11,592 shares; 2025Q3: not reported; 2025Q4: 11,592 shares; 2026Q1: 13,053 shares; 2026Q2: 26,043 shares 26,043 $558K 0.12% +12,990 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: not loaded; 2024Q4: 5,389 shares; 2025Q1: 5,324 shares; 2025Q2: 4,783 shares; 2025Q3: 1,075 shares; 2025Q4: 1,088 shares; 2026Q1: 1,085 shares; 2026Q2: 1,109 shares 1,109 $556K 0.12% +24 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: not loaded; 2024Q4: 7,167 shares; 2025Q1: 7,363 shares; 2025Q2: 7,718 shares; 2025Q3: 8,060 shares; 2025Q4: 12,307 shares; 2026Q1: 12,404 shares; 2026Q2: 6,739 shares 6,739 $547K 0.12% -5,665 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 897 shares; 2025Q1: 913 shares; 2025Q2: 2,041 shares; 2025Q3: 1,940 shares; 2025Q4: 2,076 shares; 2026Q1: 2,161 shares; 2026Q2: 2,496 shares 2,496 $545K 0.12% +335 Timeline FGDL FRANKLIN TEMPLETON HOLDINGS More: the full row for FRANKLIN TEMPLETON HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,442 shares; 2025Q1: 8,442 shares; 2025Q2: 8,282 shares; 2025Q3: 9,728 shares; 2025Q4: 10,101 shares; 2026Q1: 10,101 shares; 2026Q2: 10,101 shares 10,101 $539K 0.12% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 1,134 shares; 2025Q2: 1,070 shares; 2025Q3: not reported; 2025Q4: 1,622 shares; 2026Q1: 1,440 shares; 2026Q2: 1,453 shares 1,453 $537K 0.12% +13 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,293 shares; 2025Q1: 2,173 shares; 2025Q2: 1,807 shares; 2025Q3: 1,843 shares; 2025Q4: 1,961 shares; 2026Q1: 1,936 shares; 2026Q2: 1,947 shares 1,947 $536K 0.12% +11 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: not loaded; 2024Q4: 11,612 shares; 2025Q1: 12,341 shares; 2025Q2: 7,146 shares; 2025Q3: 5,572 shares; 2025Q4: 4,913 shares; 2026Q1: 4,652 shares; 2026Q2: 4,729 shares 4,729 $535K 0.12% +77 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,644 shares; 2025Q4: 3,879 shares; 2026Q1: 6,070 shares; 2026Q2: 6,120 shares 6,120 $517K 0.11% +50 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 loaded; 2024Q4: 31,385 shares; 2025Q1: 31,203 shares; 2025Q2: 27,741 shares; 2025Q3: not reported; 2025Q4: 27,826 shares; 2026Q1: 23,682 shares; 2026Q2: 10,253 shares 10,253 $516K 0.11% -13,429 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: not loaded; 2024Q4: 842 shares; 2025Q1: 851 shares; 2025Q2: 1,104 shares; 2025Q3: 1,106 shares; 2025Q4: 1,194 shares; 2026Q1: 1,196 shares; 2026Q2: 1,259 shares 1,259 $512K 0.11% +63 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: not loaded; 2024Q4: 3,735 shares; 2025Q1: 3,713 shares; 2025Q2: 3,836 shares; 2025Q3: 4,121 shares; 2025Q4: 6,561 shares; 2026Q1: 7,838 shares; 2026Q2: 8,829 shares 8,829 $510K 0.11% +991 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,826 shares; 2025Q3: 168,641 shares; 2025Q4: 1,381 shares; 2026Q1: 1,381 shares; 2026Q2: 1,381 shares 1,381 $505K 0.11% 0 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: not loaded; 2024Q4: 19,250 shares; 2025Q1: 19,211 shares; 2025Q2: 19,557 shares; 2025Q3: 38,938 shares; 2025Q4: 41,237 shares; 2026Q1: 56,043 shares; 2026Q2: 19,510 shares 19,510 $503K 0.11% -36,533 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,671 shares; 2025Q1: 8,583 shares; 2025Q2: 8,436 shares; 2025Q3: not reported; 2025Q4: 8,039 shares; 2026Q1: 8,039 shares; 2026Q2: 7,930 shares 7,930 $486K 0.11% -109 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: not loaded; 2024Q4: 9,750 shares; 2025Q1: 9,239 shares; 2025Q2: 9,305 shares; 2025Q3: 9,322 shares; 2025Q4: 9,321 shares; 2026Q1: 9,277 shares; 2026Q2: 5,459 shares 5,459 $479K 0.11% -3,818 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: not loaded; 2024Q4: 5,268 shares; 2025Q1: 2,463 shares; 2025Q2: 2,419 shares; 2025Q3: 2,363 shares; 2025Q4: 3,558 shares; 2026Q1: 3,425 shares; 2026Q2: 3,270 shares 3,270 $479K 0.11% -155 Timeline EVYM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,379 shares 9,379 $477K 0.1% new 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: not loaded; 2024Q4: 979 shares; 2025Q1: 1,013 shares; 2025Q2: 1,315 shares; 2025Q3: 1,391 shares; 2025Q4: 1,844 shares; 2026Q1: 1,949 shares; 2026Q2: 2,101 shares 2,101 $463K 0.1% +152 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,515 shares; 2026Q1: 1,525 shares; 2026Q2: 1,532 shares 1,532 $462K 0.1% +7 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: not loaded; 2024Q4: 1,488 shares; 2025Q1: 1,408 shares; 2025Q2: 1,594 shares; 2025Q3: 1,619 shares; 2025Q4: 1,786 shares; 2026Q1: 1,923 shares; 2026Q2: 1,160 shares 1,160 $460K 0.1% -763 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 loaded; 2024Q4: 686 shares; 2025Q1: not reported; 2025Q2: 685 shares; 2025Q3: 624 shares; 2025Q4: 609 shares; 2026Q1: 605 shares; 2026Q2: 637 shares 637 $458K 0.1% +32 Timeline CDEI MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,492 shares; 2025Q1: 7,574 shares; 2025Q2: 5,782 shares; 2025Q3: not reported; 2025Q4: 5,473 shares; 2026Q1: 5,417 shares; 2026Q2: 5,017 shares 5,017 $456K 0.1% -400 Timeline MGK 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 loaded; 2024Q4: 970 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: not reported; 2025Q4: 1,032 shares; 2026Q1: 1,032 shares; 2026Q2: 5,160 shares 5,160 $453K 0.1% +4,128 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 30,888 shares; 2025Q1: 31,361 shares; 2025Q2: 35,005 shares; 2025Q3: 32,828 shares; 2025Q4: 32,828 shares; 2026Q1: 32,432 shares; 2026Q2: 32,706 shares 32,706 $451K 0.1% +274 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: not loaded; 2024Q4: 3,439 shares; 2025Q1: 3,450 shares; 2025Q2: 3,474 shares; 2025Q3: 3,581 shares; 2025Q4: 4,053 shares; 2026Q1: 4,109 shares; 2026Q2: 3,569 shares 3,569 $450K 0.1% -540 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: not loaded; 2024Q4: 20,152 shares; 2025Q1: 19,491 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,845 shares; 2026Q1: 8,596 shares; 2026Q2: 18,680 shares 18,680 $449K 0.1% +10,084 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,637 shares; 2025Q1: 4,648 shares; 2025Q2: 5,133 shares; 2025Q3: 5,208 shares; 2025Q4: 5,283 shares; 2026Q1: 5,202 shares; 2026Q2: 3,765 shares 3,765 $448K 0.1% -1,437 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 715 shares; 2026Q1: not reported; 2026Q2: 1,192 shares 1,192 $447K 0.1% new 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: not loaded; 2024Q4: 6,956 shares; 2025Q1: 6,951 shares; 2025Q2: 7,154 shares; 2025Q3: 6,957 shares; 2025Q4: 6,671 shares; 2026Q1: 7,892 shares; 2026Q2: 7,650 shares 7,650 $440K 0.1% -242 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,440 shares; 2025Q3: 1,520 shares; 2025Q4: 1,833 shares; 2026Q1: 1,691 shares; 2026Q2: 1,568 shares 1,568 $440K 0.1% -123 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,090 shares; 2025Q3: not reported; 2025Q4: 4,301 shares; 2026Q1: 4,287 shares; 2026Q2: 4,577 shares 4,577 $439K 0.1% +290 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,864 shares; 2025Q4: 2,957 shares; 2026Q1: 2,936 shares; 2026Q2: 3,008 shares 3,008 $439K 0.1% +72 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: not loaded; 2024Q4: 2,382 shares; 2025Q1: 2,368 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 379 shares 379 $438K 0.1% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 14,421 shares; 2025Q1: 14,630 shares; 2025Q2: 16,173 shares; 2025Q3: 15,833 shares; 2025Q4: 16,672 shares; 2026Q1: 16,826 shares; 2026Q2: 17,757 shares 17,757 $435K 0.1% +931 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,250 shares; 2025Q1: 6,250 shares; 2025Q2: 6,250 shares; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares; 2026Q2: 6,250 shares 6,250 $414K 0.09% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,567 shares; 2025Q3: 5,472 shares; 2025Q4: 7,606 shares; 2026Q1: 7,515 shares; 2026Q2: 7,726 shares 7,726 $405K 0.09% +211 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 919 shares; 2025Q1: 894 shares; 2025Q2: 1,133 shares; 2025Q3: 1,201 shares; 2025Q4: 1,350 shares; 2026Q1: 1,454 shares; 2026Q2: 1,547 shares 1,547 $403K 0.09% +93 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,277 shares; 2025Q1: 3,270 shares; 2025Q2: 1,715 shares; 2025Q3: 1,717 shares; 2025Q4: 1,946 shares; 2026Q1: 2,400 shares; 2026Q2: 2,397 shares 2,397 $402K 0.09% -3 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: not loaded; 2024Q4: 1,363 shares; 2025Q1: 1,360 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,364 shares; 2026Q1: 1,358 shares; 2026Q2: 1,359 shares 1,359 $398K 0.09% +1 Timeline NUDV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,811 shares; 2025Q2: 13,876 shares; 2025Q3: not reported; 2025Q4: 14,410 shares; 2026Q1: 14,302 shares; 2026Q2: 14,302 shares 14,302 $395K 0.09% 0 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: not loaded; 2024Q4: 1,322 shares; 2025Q1: 1,323 shares; 2025Q2: 1,424 shares; 2025Q3: 1,429 shares; 2025Q4: 1,441 shares; 2026Q1: 1,402 shares; 2026Q2: 1,458 shares 1,458 $394K 0.09% +56 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 219 shares; 2026Q1: 189 shares; 2026Q2: 288 shares 288 $392K 0.09% +99 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: not loaded; 2024Q4: 1,756 shares; 2025Q1: 1,783 shares; 2025Q2: 2,177 shares; 2025Q3: 2,165 shares; 2025Q4: 2,350 shares; 2026Q1: 2,489 shares; 2026Q2: 2,489 shares 2,489 $389K 0.09% 0 Timeline GRID 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,019 shares; 2026Q1: 2,067 shares; 2026Q2: 2,033 shares 2,033 $389K 0.09% -34 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,288 shares; 2025Q1: 8,288 shares; 2025Q2: 8,288 shares; 2025Q3: not reported; 2025Q4: 8,320 shares; 2026Q1: 8,158 shares; 2026Q2: 8,188 shares 8,188 $387K 0.09% +30 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,813 shares; 2025Q1: 2,393 shares; 2025Q2: 2,541 shares; 2025Q3: not reported; 2025Q4: 2,344 shares; 2026Q1: 2,344 shares; 2026Q2: 2,874 shares 2,874 $380K 0.08% +530 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,641 shares; 2025Q1: 1,773 shares; 2025Q2: 1,343 shares; 2025Q3: 1,410 shares; 2025Q4: 1,646 shares; 2026Q1: 1,625 shares; 2026Q2: 1,673 shares 1,673 $379K 0.08% +48 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: not loaded; 2024Q4: 482 shares; 2025Q1: 431 shares; 2025Q2: 549 shares; 2025Q3: 541 shares; 2025Q4: 546 shares; 2026Q1: 548 shares; 2026Q2: 667 shares 667 $375K 0.08% +119 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 572 shares; 2026Q2: 526 shares 526 $375K 0.08% -46 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: not loaded; 2024Q4: not reported; 2025Q1: 1,896 shares; 2025Q2: 2,791 shares; 2025Q3: 2,866 shares; 2025Q4: 3,841 shares; 2026Q1: 3,813 shares; 2026Q2: 3,869 shares 3,869 $374K 0.08% +56 Timeline TBLU TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,063 shares; 2026Q1: 10,844 shares; 2026Q2: 7,198 shares 7,198 $371K 0.08% -3,646 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,745 shares; 2025Q3: 1,703 shares; 2025Q4: 1,788 shares; 2026Q1: 1,859 shares; 2026Q2: 1,846 shares 1,846 $370K 0.08% -13 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,104 shares; 2025Q1: 3,124 shares; 2025Q2: 2,733 shares; 2025Q3: 2,733 shares; 2025Q4: 2,723 shares; 2026Q1: 2,720 shares; 2026Q2: 2,741 shares 2,741 $364K 0.08% +21 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 48,891 shares; 2025Q1: 45,841 shares; 2025Q2: 53,922 shares; 2025Q3: 52,770 shares; 2025Q4: 61,114 shares; 2026Q1: 61,511 shares; 2026Q2: 62,531 shares 62,531 $364K 0.08% +1,020 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,695 shares 4,695 $362K 0.08% new Timeline EMNT 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 loaded; 2024Q4: 2,434 shares; 2025Q1: 3,495 shares; 2025Q2: 3,582 shares; 2025Q3: not reported; 2025Q4: 3,723 shares; 2026Q1: 3,611 shares; 2026Q2: 3,611 shares 3,611 $357K 0.08% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,171 shares 7,171 $355K 0.08% new 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: not loaded; 2024Q4: 11,969 shares; 2025Q1: 11,969 shares; 2025Q2: 8,569 shares; 2025Q3: not reported; 2025Q4: 8,569 shares; 2026Q1: 8,569 shares; 2026Q2: 8,004 shares 8,004 $355K 0.08% -565 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,549 shares; 2026Q2: 16,382 shares 16,382 $348K 0.08% +833 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares; 2026Q2: 874 shares 874 $344K 0.08% 0 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: not loaded; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 571 shares; 2025Q4: 684 shares; 2026Q1: 680 shares; 2026Q2: 817 shares 817 $343K 0.08% +137 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,247 shares; 2026Q1: 1,600 shares; 2026Q2: 1,635 shares 1,635 $341K 0.07% +35 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 loaded; 2024Q4: 572 shares; 2025Q1: 639 shares; 2025Q2: 509 shares; 2025Q3: 435 shares; 2025Q4: 441 shares; 2026Q1: 441 shares; 2026Q2: 451 shares 451 $341K 0.07% +10 Timeline BBEU J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,367 shares 4,367 $339K 0.07% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,741 shares; 2025Q1: 25,454 shares; 2025Q2: 20,485 shares; 2025Q3: not reported; 2025Q4: 15,907 shares; 2026Q1: 15,300 shares; 2026Q2: 15,300 shares 15,300 $338K 0.07% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,628 shares; 2025Q1: 1,611 shares; 2025Q2: 1,611 shares; 2025Q3: 1,605 shares; 2025Q4: 1,605 shares; 2026Q1: 1,605 shares; 2026Q2: 1,605 shares 1,605 $337K 0.07% 0 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: not loaded; 2024Q4: 6,662 shares; 2025Q1: 6,675 shares; 2025Q2: 6,026 shares; 2025Q3: 6,027 shares; 2025Q4: 5,953 shares; 2026Q1: 2,760 shares; 2026Q2: 2,705 shares 2,705 $336K 0.07% -55 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 687 shares; 2026Q1: 674 shares; 2026Q2: 985 shares 985 $333K 0.07% +311 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: not loaded; 2024Q4: 5,164 shares; 2025Q1: 5,125 shares; 2025Q2: 5,708 shares; 2025Q3: 5,688 shares; 2025Q4: 5,786 shares; 2026Q1: 5,856 shares; 2026Q2: 1,640 shares 1,640 $330K 0.07% -4,216 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 loaded; 2024Q4: 15,646 shares; 2025Q1: 18,208 shares; 2025Q2: 19,454 shares; 2025Q3: 19,392 shares; 2025Q4: 19,432 shares; 2026Q1: 7,412 shares; 2026Q2: 6,831 shares 6,831 $327K 0.07% -581 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,485 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 1,290 shares; 2026Q1: 1,535 shares; 2026Q2: 1,529 shares 1,529 $325K 0.07% -6 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,960 shares 1,960 $320K 0.07% new Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,925 shares; 2025Q1: 3,947 shares; 2025Q2: 3,947 shares; 2025Q3: not reported; 2025Q4: 3,543 shares; 2026Q1: 3,560 shares; 2026Q2: 3,560 shares 3,560 $315K 0.07% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,077 shares; 2026Q2: 938 shares 938 $314K 0.07% -139 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: not loaded; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 1,167 shares; 2025Q3: 1,223 shares; 2025Q4: 1,462 shares; 2026Q1: 1,618 shares; 2026Q2: 1,737 shares 1,737 $311K 0.07% +119 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,894 shares; 2025Q4: 3,067 shares; 2026Q1: 2,920 shares; 2026Q2: 2,791 shares 2,791 $311K 0.07% -129 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,112 shares; 2025Q3: not reported; 2025Q4: 3,257 shares; 2026Q1: 3,400 shares; 2026Q2: 3,413 shares 3,413 $311K 0.07% +13 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: not loaded; 2024Q4: 8,101 shares; 2025Q1: 6,736 shares; 2025Q2: 6,780 shares; 2025Q3: 6,780 shares; 2025Q4: 6,780 shares; 2026Q1: 6,780 shares; 2026Q2: 6,780 shares 6,780 $310K 0.07% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,511 shares; 2025Q1: 11,513 shares; 2025Q2: 16,309 shares; 2025Q3: 19,867 shares; 2025Q4: 19,273 shares; 2026Q1: 16,948 shares; 2026Q2: 11,316 shares 11,316 $307K 0.07% -5,632 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 loaded; 2024Q4: 12,239 shares; 2025Q1: 12,213 shares; 2025Q2: 12,159 shares; 2025Q3: 12,113 shares; 2025Q4: 11,926 shares; 2026Q1: 11,248 shares; 2026Q2: 1,810 shares 1,810 $307K 0.07% -9,438 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 60 shares; 2025Q2: 69 shares; 2025Q3: 70 shares; 2025Q4: 66 shares; 2026Q1: 87 shares; 2026Q2: 95 shares 95 $302K 0.07% +8 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares; 2026Q1: 2,016 shares; 2026Q2: 2,013 shares 2,013 $298K 0.07% -3 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,556 shares; 2025Q1: 1,775 shares; 2025Q2: 1,491 shares; 2025Q3: 1,470 shares; 2025Q4: 1,747 shares; 2026Q1: 1,512 shares; 2026Q2: 1,446 shares 1,446 $296K 0.07% -66 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: not loaded; 2024Q4: 2,419 shares; 2025Q1: 2,299 shares; 2025Q2: 2,514 shares; 2025Q3: 2,497 shares; 2025Q4: 2,323 shares; 2026Q1: 2,212 shares; 2026Q2: 711 shares 711 $295K 0.06% -1,501 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: not loaded; 2024Q4: 15,613 shares; 2025Q1: 15,593 shares; 2025Q2: 14,690 shares; 2025Q3: 14,712 shares; 2025Q4: 14,448 shares; 2026Q1: 14,442 shares; 2026Q2: 3,394 shares 3,394 $294K 0.06% -11,048 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,998 shares; 2025Q1: 1,998 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,993 shares; 2026Q2: 2,046 shares 2,046 $292K 0.06% +53 Timeline CVLC MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,109 shares; 2025Q1: 5,434 shares; 2025Q2: 4,730 shares; 2025Q3: not reported; 2025Q4: 4,615 shares; 2026Q1: 3,883 shares; 2026Q2: 3,101 shares 3,101 $292K 0.06% -782 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,398 shares 6,398 $288K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,627 shares 1,627 $287K 0.06% new Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,971 shares; 2025Q1: 4,269 shares; 2025Q2: 4,153 shares; 2025Q3: not reported; 2025Q4: 3,732 shares; 2026Q1: 3,732 shares; 2026Q2: 3,429 shares 3,429 $282K 0.06% -303 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares; 2026Q1: 3,229 shares; 2026Q2: 3,227 shares 3,227 $280K 0.06% -2 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 701 shares; 2025Q2: 740 shares; 2025Q3: 970 shares; 2025Q4: 986 shares; 2026Q1: 956 shares; 2026Q2: 1,216 shares 1,216 $279K 0.06% +260 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares; 2026Q2: 2,710 shares 2,710 $278K 0.06% +16 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: not loaded; 2024Q4: 3,644 shares; 2025Q1: 3,659 shares; 2025Q2: 4,057 shares; 2025Q3: 4,139 shares; 2025Q4: 4,901 shares; 2026Q1: 5,810 shares; 2026Q2: 3,555 shares 3,555 $278K 0.06% -2,255 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,563 shares; 2025Q3: 13,180 shares; 2025Q4: 16,524 shares; 2026Q1: 16,634 shares; 2026Q2: 17,230 shares 17,230 $276K 0.06% +596 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 655 shares; 2025Q1: 908 shares; 2025Q2: 966 shares; 2025Q3: 963 shares; 2025Q4: 908 shares; 2026Q1: 867 shares; 2026Q2: 599 shares 599 $275K 0.06% -268 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,880 shares 4,880 $275K 0.06% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 10,962 shares; 2025Q1: 10,614 shares; 2025Q2: 12,146 shares; 2025Q3: 11,814 shares; 2025Q4: 14,108 shares; 2026Q1: 14,040 shares; 2026Q2: 8,742 shares 8,742 $274K 0.06% -5,298 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: not loaded; 2024Q4: not reported; 2025Q1: 3,111 shares; 2025Q2: 3,217 shares; 2025Q3: 3,315 shares; 2025Q4: not reported; 2026Q1: 2,753 shares; 2026Q2: 3,003 shares 3,003 $266K 0.06% +250 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 4,994 shares; 2025Q4: 5,438 shares; 2026Q1: 5,533 shares; 2026Q2: 6,237 shares 6,237 $266K 0.06% +704 Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,580 shares; 2025Q2: 11,776 shares; 2025Q3: 12,074 shares; 2025Q4: 12,122 shares; 2026Q1: 13,040 shares; 2026Q2: 9,103 shares 9,103 $262K 0.06% -3,937 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,004 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $259K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,396 shares; 2026Q1: 2,396 shares; 2026Q2: 2,258 shares 2,258 $259K 0.06% -138 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,081 shares; 2025Q3: 10,069 shares; 2025Q4: 10,289 shares; 2026Q1: 10,046 shares; 2026Q2: 10,206 shares 10,206 $255K 0.06% +160 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 525 shares 525 $254K 0.06% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,616 shares; 2026Q1: 2,629 shares; 2026Q2: 2,629 shares 2,629 $253K 0.06% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,268 shares; 2025Q1: 2,284 shares; 2025Q2: 2,310 shares; 2025Q3: 2,224 shares; 2025Q4: 2,208 shares; 2026Q1: 2,247 shares; 2026Q2: 1,229 shares 1,229 $253K 0.06% -1,018 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: not loaded; 2024Q4: 2,603 shares; 2025Q1: 2,599 shares; 2025Q2: 1,368 shares; 2025Q3: 1,336 shares; 2025Q4: 1,505 shares; 2026Q1: not reported; 2026Q2: 1,365 shares 1,365 $252K 0.06% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,290 shares; 2026Q2: 5,290 shares 5,290 $251K 0.06% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 896 shares; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,493 shares; 2026Q1: 1,494 shares; 2026Q2: 1,500 shares 1,500 $249K 0.05% +6 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 2,136 shares; 2025Q1: 1,962 shares; 2025Q2: 1,424 shares; 2025Q3: 1,497 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares; 2026Q2: 1,606 shares 1,606 $242K 0.05% +6 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 559 shares; 2025Q1: not reported; 2025Q2: 589 shares; 2025Q3: 587 shares; 2025Q4: 630 shares; 2026Q1: 672 shares; 2026Q2: 731 shares 731 $242K 0.05% +59 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: not loaded; 2024Q4: 1,800 shares; 2025Q1: 1,576 shares; 2025Q2: 1,779 shares; 2025Q3: 1,739 shares; 2025Q4: not reported; 2026Q1: 2,201 shares; 2026Q2: 2,189 shares 2,189 $240K 0.05% -12 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,017 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,493 shares; 2026Q2: 8,199 shares 8,199 $237K 0.05% +706 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,256 shares; 2026Q2: 2,256 shares 2,256 $237K 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 232 shares 232 $234K 0.05% new 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 loaded; 2024Q4: 512 shares; 2025Q1: 504 shares; 2025Q2: 498 shares; 2025Q3: 471 shares; 2025Q4: 516 shares; 2026Q1: 509 shares; 2026Q2: 509 shares 509 $233K 0.05% 0 Timeline MID 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,292 shares 3,292 $226K 0.05% new 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 loaded; 2024Q4: 5,399 shares; 2025Q1: 5,365 shares; 2025Q2: 5,445 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 883 shares; 2026Q2: 944 shares 944 $224K 0.05% +61 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 858 shares 858 $223K 0.05% new 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: not loaded; 2024Q4: 9,110 shares; 2025Q1: 9,074 shares; 2025Q2: 7,601 shares; 2025Q3: 7,606 shares; 2025Q4: 7,805 shares; 2026Q1: 6,297 shares; 2026Q2: 1,436 shares 1,436 $221K 0.05% -4,861 Timeline BBCA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,229 shares 2,229 $221K 0.05% new 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: not loaded; 2024Q4: 2,410 shares; 2025Q1: 1,966 shares; 2025Q2: 2,328 shares; 2025Q3: 1,937 shares; 2025Q4: 2,085 shares; 2026Q1: 2,087 shares; 2026Q2: 1,877 shares 1,877 $220K 0.05% -210 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,606 shares; 2026Q2: 1,606 shares 1,606 $219K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 224 shares 224 $219K 0.05% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 461 shares; 2025Q4: 482 shares; 2026Q1: 505 shares; 2026Q2: 492 shares 492 $219K 0.05% -13 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,126 shares; 2025Q1: 27,085 shares; 2025Q2: 28,780 shares; 2025Q3: 28,658 shares; 2025Q4: 28,874 shares; 2026Q1: 28,947 shares; 2026Q2: 3,477 shares 3,477 $219K 0.05% -25,470 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 758 shares 758 $219K 0.05% new Timeline VITL VITAL FARMS INC More: the full row for VITAL FARMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,947 shares; 2025Q1: 18,336 shares; 2025Q2: 17,445 shares; 2025Q3: 11,194 shares; 2025Q4: 13,472 shares; 2026Q1: 18,726 shares; 2026Q2: 18,814 shares 18,814 $218K 0.05% +88 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,403 shares 5,403 $217K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,311 shares 1,311 $215K 0.05% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,132 shares 1,132 $215K 0.05% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,991 shares; 2026Q1: 2,145 shares; 2026Q2: 2,168 shares 2,168 $215K 0.05% +23 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,946 shares 4,946 $215K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,628 shares; 2026Q2: 3,766 shares 3,766 $212K 0.05% +138 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 732 shares; 2026Q1: 687 shares; 2026Q2: 684 shares 684 $212K 0.05% -3 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 640 shares 640 $211K 0.05% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 572 shares 572 $211K 0.05% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 527 shares 527 $211K 0.05% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,221 shares; 2025Q1: 3,086 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,736 shares; 2026Q1: 3,066 shares; 2026Q2: 2,925 shares 2,925 $210K 0.05% -141 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,925 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,235 shares 1,235 $209K 0.05% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,573 shares; 2026Q2: 2,573 shares 2,573 $206K 0.05% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,431 shares; 2026Q1: 2,825 shares; 2026Q2: 2,405 shares 2,405 $205K 0.05% -420 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,958 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,174 shares; 2025Q4: 3,822 shares; 2026Q1: 3,556 shares; 2026Q2: 2,402 shares 2,402 $204K 0.04% -1,154 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 490 shares 490 $203K 0.04% new Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,125 shares 2,125 $202K 0.04% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 89,744 shares; 2025Q1: 97,936 shares; 2025Q2: 104,216 shares; 2025Q3: 104,087 shares; 2025Q4: 110,305 shares; 2026Q1: 110,004 shares; 2026Q2: 22,498 shares 22,498 $183K 0.04% -87,506 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,178 shares; 2025Q1: 24,217 shares; 2025Q2: 24,260 shares; 2025Q3: 24,275 shares; 2025Q4: 24,275 shares; 2026Q1: 24,275 shares; 2026Q2: 21,416 shares 21,416 $162K 0.04% -2,859 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,125 shares; 2026Q2: 14,125 shares 14,125 $155K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,333 shares; 2025Q2: 16,821 shares; 2025Q3: not reported; 2025Q4: 16,865 shares; 2026Q1: not reported; 2026Q2: 10,261 shares 10,261 $142K 0.03% new Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,954 shares; 2025Q1: 23,954 shares; 2025Q2: 23,954 shares; 2025Q3: 20,206 shares; 2025Q4: 20,207 shares; 2026Q1: 20,177 shares; 2026Q2: 20,177 shares 20,177 $118K 0.03% 0 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 37,567 shares; 2025Q1: 35,008 shares; 2025Q2: 42,464 shares; 2025Q3: 42,856 shares; 2025Q4: 44,916 shares; 2026Q1: 44,504 shares; 2026Q2: 51,762 shares 51,762 $116K 0.03% +7,258 Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 17,124 shares; 2025Q1: 17,124 shares; 2025Q2: 17,124 shares; 2025Q3: 17,124 shares; 2025Q4: 18,012 shares; 2026Q1: 18,164 shares; 2026Q2: 18,447 shares 18,447 $92K 0.02% +283 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,025 shares; 2025Q3: 15,025 shares; 2025Q4: 15,830 shares; 2026Q1: 17,690 shares; 2026Q2: 23,570 shares 23,570 $81K 0.02% +5,880 Timeline